Dell Technologies DELL and Super Micro Computer SMCI are major players in the server space, focusing on artificial intelligence (AI)-driven infrastructure and cloud computing. While DELL is growing ...

Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report ...

Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding ...

Dell Technologies is experiencing strong growth in AI server shipments, with revenues expected to grow ~9% this year, despite challenges in its PC segment. Management has upgraded the company's AI ...

Dell Technologies DELL is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge ...

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects ...

The artificial-intelligence revolution is in full swing, not only lighting a fire under the stocks of leading chipmakers like Nvidia, but also less well-regarded "commoditized" server-makers such as ...

Dell is down 8% year-to-date and off 26% from recent highs, while HPE has stayed flat. Super Micro Computer Inc (NASDAQ:SMCI), which rode the AI wave early, is up 19% YTD but faces its own supply and ...

Dell is increasing its prices on December 17, Business Insider has learned. The price hikes are linked to surging demand for memory units amid the AI race. In some cases, computer prices are set to ...

It’s all going astonishingly well for Dell. When IDC said PC sales were beginning to drop in April, Dell reported its sales had actually grown by 22%. Despite component shortages that have led to ...

Super Micro Computer's server and storage revenues jump 50.2% YoY to $21.31B in fiscal 2025, fueled by AI servers, rack-scale ...