Form 144 Dell Technologies Inc. Filed by: Vojvodich Radakovich Lynn

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Go back to Form 144 Dell Technologies Inc. Filed by: Vojvodich Radakovich Lynn

Lynx Equity: 'We do not believe DELL is a serious challenge to SMCI'

November 19, 2024 7:50 AM EST

Lynx Equity: 'We do not believe DELL is a serious challenge to SMCI'

The analyst comments "DELLs capability our view: DELLs solution at CoreWeave may not be able to support a massive, scalable liquid cooled system of 20+K GPUs cooled by a centralized cooling system. We suspect... More