Comment Re:Here's how stupid this all is (Score 1) 53
Which makes sense. Whilst it's a bit stupid that the analysts didn't expect Dell to be selling servers with NVIDIA, it's not 100% stupid. It could have ended up that the cloud providers were providing all the AI for all the companies. It could have ended up that some Chinese server vendors were winning and Dell got almost no business. Now we know that Dell's succeeding in selling servers on the back of AI, so now their valuation goes up.