Bloomberg Tech Dell Raises AI Server Sales Outlook While HP Cuts Jobs
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Nov 26, 2025 Dell anticipates a surge in AI server shipments while HP faces significant job cuts affecting thousands. Warner Bros. Discovery explores potential sales with various bidders eyeing its assets. Questions arise over Nvidia's GPU dominance amidst increasing competition from custom silicon. The risks of AI-related scams are discussed, alongside warnings about looming power strains from data centers. Lastly, insights into AI's role in job automation reveal broader industry trends.
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Dell's AI Server Demand Vs. Margin Pressure
- Dell sees sustained AI server demand but rising component costs squeeze margins.
- The company is shifting to more diverse, higher-margin customers to improve profitability.
Plan For Gradual AI-Driven Workforce Change
- Expect AI-driven job reductions to be phased over years and tied to evolving tools.
- Companies should plan workforce transitions and reskilling as AI automates customer service and product tasks.
TPUs Threaten GPU Market Share
- Google's TPUs target cloud AI workloads and could open a large new market.
- That development raises questions about NVIDIA's future market share in AI chips.