Data is the real moat in AI.
Dell locking in #1 enterprise storage for 23 years while growing 40%+ shows who’s actually delivering what customers need: private data, speed, and resilience.
The winners won’t be the ones with the flashiest models.
They’ll be the ones with the best infrastructure underneath.
As I thought through the CAPEX expenditure arguments after reading Burry’s thesis on AI accounting practices and valuations, I decided to do a deep dive into historical precedent. What I found is interesting and obviously Dell is becoming a large part of the narrative. I would love your thoughts.
https://t.co/5XNvCbAQsL
That's exactly why $DELL remains one of the most underappreciated AI infrastructure plays. Everyone focuses on the models, but AI is only as valuable as the data behind it. Enterprises want their data secure, private, and resilient and not sitting in someone else’s cloud. Storage, servers, networking, and cyber resilience are the picks-and-shovels of the AI gold rush, and Dell is sitting right in the middle of it. Long $DLR $IRM $AMT $BX $PLD
@MichaelDell No chef can create a delicious meal from poor-quality ingredients. In the same way, data is the essential raw material that fuels intelligence and enables sound decision-making. Quality data needs quality storage.