NVIDIA’S AI GOLD RUSH: DELL CASHES IN, BUT AT WHAT COST?
Dell just landed a $5 billion server deal with xAI—huge win, right? Sort of. The catch: razor-thin profit margins, reportedly just mid-single digits. Nvidia’s dominance in AI hardware means companies like Dell can't tack on high-margin extras like before. And until real competition shows up, Nvidia’s grip on the market isn’t loosening anytime soon. The AI boom is making some rich, but for others, it’s just a high-stakes balancing act.