Squawk on the Street cover image

SOTS 2nd Hour: DAVOS - Dell CEO, Scale AI CEO, & Elon Musk Talks Robotics 1/22/26

Squawk on the Street

00:00

Profitability, Pricing, and Semiconductor Constraints

Dell explains ROI from AI, rising memory prices, and multi-year capacity limits for chips and fabs.

Play episode from 21:48
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app