Rumor: Dell has ordered AI server compute trays from Taiwan's Wistron, with shipments of 5,000 server racks this year, potentially tripling to 12,000 – 15,000 racks in 2026, media report, adding Wistron also joined Cisco’s CSP ASIC switch supply chain. $Dell Tech(DELL.US) $Cisco(CSCO.US) #Wistron #AIservers
Source: Dan Nystedt
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