Dell Technologies(DELL) - 2024 Q4 - Earnings Call Transcript
Dell Technologies(DELL)2024-03-01 00:55
Samik Chatterjee Yes, thanks for taking the question and congrats on the good results. I guess getting away from maybe the AI because I'm sure a lot of people are focused there, but I'm curious in your comments on the traditional server market. I know some of the Gartner data suggests we're still seeing overall units down quite a bit on a yearover-year basis and servers offset by AI. But what's giving you the confidence or the visibility that you're starting to see the traditional server market recover? And ...