Dell articles

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Nvidia says it's not buying a PC maker, but the idea didn't seem crazy

Editor's take: Nvidia's denial of buyout talks with a major PC maker did little to settle a deeper question hanging over the industry: If the world's most valuable chip designer chose to reshape the PC market by acquisition, who could realistically stand in its way? The company's influence over AI hardware is now so central that even an unconfirmed blog post suggesting talks with a "large PC-oriented company" was enough to jolt the shares of Dell and HP before Nvidia stepped in to say the story was false.
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Dell admits customers are not buying PCs just because they "have AI"

Crystal ball: Nearly every major tech company is now trying to oversell this inflated "AI-powered" narrative, and the PC market is no exception. Dell, who happens to be shipping a lot of PCs to every corner of the world, is apparently taking a more skeptical stance moving forward, arguing that the push is misguided because customers are not lining up to buy new "AI PCs" at all.