Olli@Olli68

4Mês

Your comparison is a bit too enthusiastic, as you have to clearly distinguish between the drivers: Dell is currently delivering a completely different caliber of real growth with the massive surge in AI servers compared to HPE. While HPE is primarily driven by the integration of its networking business, Dell is the core of AI infrastructure with significantly greater scaling potential. The pure sympathy rally in HPE should not distract from the fact that Dell is playing in an entirely different league of value creation in the current market phase.

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Escanor@Escanor

4Mês

@Olli68 no 😅

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Jake Quinten@jaketradingcalls

4Mês

@Olli68 Fair point, DELL is definitely leading in AI servers.

However, HPE’s networking surge (Juniper) + $5B+ backlog gives it strong AI tailwinds too. Not the same scale as DELL, but still very real growth. Both can run, just different speeds.

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