At the Goldman Sachs Communacopia + Technology Conference, Michael Dell gave an example of customers asking for thousands of Vera Rubin systems but not being ready to build their own data centers. He said Dell points them to partners to help make it happen.
Bullish for TSSI, since they specialize in AI rack integration and deployment services and have been linked to Dell work.
Could be a coincidence, but the language around partners handling the deployment side of large Vera Rubin orders is worth noting.
$Dell Technologies Inc.(DELL)$ $TSS, Inc.(TSSI)$
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