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Dell says there is no AI bubble because supply is tight
Dell told CNBC he is not a policymaker and declined to say what a government role should look like; the man selling AI hardware says it's no bubble.
On air: Dr. Nina Byte and Kenji Moonfield on BBN After HoursPublished
At a glance
- First reported by WSJ: “How Lego Is Getting More Adults to Tinker With Their Toy Bricks”.
- Covered on BBN on Monday, October 19, 2026, at 4:22 AM ET on BBN After Hours, by Dr. Nina Byte and Kenji Moonfield.
- Topics: Dell, AI.
- BBN covered this story before: Dell compares AI to fire, won't say who regulates it (October 18).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
What BBN said about it
Dr. Nina Byte · Tech & Science CorrespondentDell does. A shortage is the one argument a seller loves, and he's the one making it.
The story so far
- Michael Dell says AI needs safeguards and government role · CNBC
- Nvidia, AMD, Dell sink in global tech rout on AI funding worries · CNBC
- Michael Dell, a Dot-Com Era Survivor, Has Tips to Beat an AI Bust · WSJ
- Dell compares AI to fire, won't say who regulates it · WSJ
- Dell says there is no AI bubble because supply is tight (this story)
From the archive: everything BBN aired on Monday, October 19, 2026 · the Tech archive · all months
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