Data Center

TSS Inc.: Downwind of the AI Infrastructure Spending Boom; Helps to Alleviate Tariffs for Dell

Beth KindigMAY 21, 20255 Min Read

TSS Inc. is an AI systems integrator partnered with a large U.S.-based OEM generating 99% of their 2024 revenue, presumably Dell Technologies for AI-enabled rack construction and integration. TSSI’s revenue grew 523% to $99 million and adjusted EBTIDA grew 11X from $0.48 million to $5.2 million. Management's outlook indicates H1 2025 revenue will exceed H2 2024, with projected 50%+ year-over-year growth in Adjusted EBITDA for 2025.

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TSS Inc.: Downwind of the AI Infrastructure Spending Boom; Helps to Alleviate Tariffs for Dell

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