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Learn why Super Micro Computer's (SMCI) weak Q3 results, poor guidance, and execution risks justify a bearish outlook despite ...
Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI ...
Dell Technologies’ first revenue grew five percent year over year as servers saw “unprecedented demand” breaking the ...
The Register on MSN1d
Dell has $14BN AI server backlog, warns projects are 'nonlinear'Can't build a datacenter overnight, argues tech giant Dell has confirmed an order backlog of $14.4 billion for AI optimized ...
The accelerated advancements and adoption of Artificial Intelligence (AI) and Large Language Models (LLMs) are reshaping ...
A large number of IT companies presented their quarterly figures this week. Below is a selection of the surprisingly ...
Volkswagen ( VOW.DE) chief executive Oliver Blume has pledged a “massive” increase in investment in the US, as the German ...
The U.S. Department of Energy, in partnership with Dell and NVIDIA, plans to build a new flagship supercomputer at the Lawrence Berkeley National Laboratory.
This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...
Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 first quarter. The company also provides guidance for its fiscal 2026 second quarter and full year.
Super Micro confronts competition, inventory issues, and margin pressures. Discover why analysts urge caution as growth ...
Microsoft has launched its first cloud region in Malaysia, offering local access to cloud and AI services through the ...
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