"What we've learned over the course of this year, from a consumer perspective, is they're not buying based on AI."

Dell’s CES 2026 chat was the most pleasingly un-AI briefing I’ve had in maybe 5 years

  • PieMePlenty@lemmy.world
    1·
    20 hours ago

    It’s not like normal PC manifacturers where they need to buy already made sticks at market price

    AFAIK, they also negotiate and buy product into the future. The only difference is the product is the stick, sent by the palette from the factory, instead of a spool of memory chips. Neither are paying the market price, they negotiate a price for delivery a year in advance.