Michael Dell says 'at some point there'll be too many' AI data centers, but not yet

Core Viewpoint - Demand for computing power is currently very high, but there may be a future saturation point for artificial intelligence data centers [1] Company Performance - Dell Technologies' server networking business experienced significant growth, with a 58% increase last year and a 69% increase in the last quarter [1] Industry Trends - The evolution of large language models into more multimodal and multi-agent systems has driven strong demand for AI processing power and capacity [1]