Can't build a datacenter overnight, argues tech giant Dell has confirmed an order backlog of $14.4 billion for AI optimized ...

Dell Technologies reported a mixed Q1, driven by what executives described as "exceptionally strong demand" for its ...

We believe Dell’s ability to stay out in front hinges on three imperatives ... extending the profitability uplift that began with today’s AI-server boom. VMware hitting Dell’s P&L once ...

DELL) highlighted that the deals it has booked with xAI and others place its AI server backlog at ~$9 billion. Erik Woodring, an analyst from Morgan Stanley, is optimistic about the company’s ...

What Happened: AI platforms constitute approximately 70% of Supermicro’s revenue, positioning it as a dominant player among branded server vendors. Raymond James has set a $41 price target for ...