Dell’s AI Server Business Now Bigger Than VMware Used To Be - Maybe private AI will really be a thing: ‘“We are still in the early innings, and our AI opportunity with tier 2 CSPs, enterprise, and emerging sovereign customers is immense,” Jeff Clarke, Dell’s chief operating officer,  explained on the call with Wall Street analysts. “Our view is supported by an AI hardware and services TAM of $174 billion, up from $152 billion, growing at a 22 percent CAGR over the next few years. We are competing in all of the big AI deals and are winning significant deployments at scale."'