Dell logo is seen in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration
(Reuters) -Shares of Dell Technologies fell about 10% on Friday, as high manufacturing costs for AI-optimized servers and intensifying competition overshadowed the company's bullish demand forecast for artificial intelligence infrastructure.
The stock is set to lose roughly $8 billion of its $91 billion market capitalization if losses hold.
