Analyst: Dell's supply chain signals are 'ground truth' for AI demand
BenBajarin · x · 2026-09-02
Tech analyst Ben Bajarin says his firm works with many companies' supply chains, and Dell's is among the best — so any supply chain signals Dell gives on its earnings call should be treated as ground truth. The comment responds to a quote from Dell's earnings call, implying Dell's supply chain data is a reliable proxy for real (AI server) demand.
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