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AI Spending Surge Fuels Dell And HPE But Profitability Lags

Posted on June 2, 2026
By Forbes
0 Views
1 min read

AI Spending Surge Fuels Dell And HPE But Profitability Lags

AI server demand lifts Dell and HPE to record quarters, but rising component costs and thin margins raise questions about how long their beat‑and‑raise streaks can last.