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 and Super Micro Computer SMCI are leading players in the fast-growing AI server market. Dell stands ...

Dell shares rose 11% on Wednesday to an all-time high after Morgan Stanley predicted the company would rake in sales from the insatiable demand for AI servers. Most of these AI servers are built ...

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 ...

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 gears up for Q4 earnings on booming AI server demand, but PC weakness and fierce competition cloud the near-term outlook ...

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 ...

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 Technologies introduced new hardware products and services at two separate conferences, the Supercomputing 24 show in Atlanta and Microsoft’s Ignite conference. Dell announced two server products ...

Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.

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 ...