Jon Fortt @jonfortt · 01 Sep 2026
A different look at $DELL's AI surge: You can see how AI has ramped since #dell started breaking it out. Note GAAP free cash flow has been choppy; in FY2023, a PC demand collapse drove it; in 2025, an AI demand surge. In FY2027, memory costs. https://t.co/xWE0fimv8g
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