The dirty little secret about AI hardware that you should know about: server vendors have to wrestle with wafer thin margins and bigger customers
The high-performance computing market has long been a tough space for manufacturers to turn a profit, and this is true even ...
NBC Los Angeles18d
Dell forecasts $15 billion of AI server sales this year
often based around Nvidia graphics processing chips. Dell sells Nvidia-based servers to Elon Musk's xAI, for example, and said it had $4.1 billion in backlogged AI server orders at the end of January.
Dell targets $15B in AI server sales this year, but it’s not enough for investors
Dell Chief Operating Officer Jeff Clarke (pictured) said on a call with analysts that the company had sold about $10 billion worth of AI-optimized servers in fiscal 2025, and expects that number to ...
Dell Stock Falls After AI Server Maker Gives a Mixed Outlook
Dell Technologies stock rose after the company posted better-than-expected earnings late Thursday. “Our prospects for AI are strong,” Dell Chief Operating Officer Jeff Clarke said in the news release.
Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line ...
US servers in Singapore fraud case may contain Nvidia chips, minister says
Servers used in a fraud case that Singapore announced last week were supplied by U.S. firms and may have contained Nvidia's ...
Seeking Alpha19d
Dell Q4 Preview: Inference AI To The Rescue (Rating Upgrade)
Dell is GPU-agnostic and can build server racks for whoever needs them. Inference computing for AI also favors AI PCs. With this, I think shares have more upside. For me, shares are upgraded to a ...
Dell Analyst Says Expanding AI Server Pipeline Could Drive Double-Digit Earnings Growth
JP Morgan analyst maintains Overweight rating on Dell Technologies with $150 price target. Dell reports revenue growth and strong AI server pipeline.