Technology
Which posts fit here?
Anything that is at least tangentially connected to the technology, social media platforms, informational technologies and tech policy.
Post guidelines
[Opinion] prefix
Opinion (op-ed) articles must use [Opinion] prefix before the title.
Rules
1. English only
Title and associated content has to be in English.
2. Use original link
Post URL should be the original link to the article (even if paywalled) and archived copies left in the body. It allows avoiding duplicate posts when cross-posting.
3. Respectful communication
All communication has to be respectful of differing opinions, viewpoints, and experiences.
4. Inclusivity
Everyone is welcome here regardless of age, body size, visible or invisible disability, ethnicity, sex characteristics, gender identity and expression, education, socio-economic status, nationality, personal appearance, race, caste, color, religion, or sexual identity and orientation.
5. Ad hominem attacks
Any kind of personal attacks are expressly forbidden. If you can't argue your position without attacking a person's character, you already lost the argument.
6. Off-topic tangents
Stay on topic. Keep it relevant.
7. Instance rules may apply
If something is not covered by community rules, but are against lemmy.zip instance rules, they will be enforced.
Companion communities
!globalnews@lemmy.zip
!interestingshare@lemmy.zip
Icon attribution | Banner attribution
If someone is interested in moderating this community, message @brikox@lemmy.zip.
view the rest of the comments
I would speculate it means they either run on thinner margins than the companies that are all-in on AI, or they have less money available to throw around in the equipment hoarding wars. Or who knows, maybe someone with actual sense is heading the part of the company in charge of that decision. But I find the first two more likely.
It's also very likely that they have a significant amount of corporate customers actively saying they won't purchase AI-oriented hardware for security reasons, so they're trying to spin the consumer angle publicly to try and grab the holdouts everyone else is obviously abandoning/ignoring as a side effect. That may be giving them too much credit, but despite just being okay at just about everything, they're still one of the large OEMs that has survived.
This also makes sense. Dell is massive in the dataceneters. As a consultant I've worked with Dell hardware far more than anything else. I will say, just about every customer I've worked with is interested in AI, but they want to run their own models, not some half baked thing from Dell.
The were also the ones to pioneer what I think was called “JIT2” or something like that. Basically it was a “just in time” scenario where they only kept 2 hours worth of parts at the factory. They would literally have trucks of parts lined up in the parking lot to unload for that days build. It shaved a massive amount of debt off as they wouldn’t have to stockpile parts and could change much more rapidly. That’s probably what’s allowing them to pivot in this case.