hardware refresh supercycle

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Investing.comInvesting.com··Jeffrey Neal Johnson

Dell's On-Premise AI Bet Pays Off as Enterprises Flee Cloud 'Inflation'

Dell secures 5,000+ enterprise AI customers amid shift from cloud to on-premise hardware, driven by unsustainable token costs. Stock surges 95% YTD.
DELLNVDASMCIagentic AIAI servers