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19 小时
on MSN
Dell expands AI capabilities with new PowerEdge servers using high-performance AMD processors
Dell's new PowerEdge servers look to accelerate deployment timelines and optimize performance for AI applications globally.
4 天
on MSN
Dell sees AI-server boom gain more steam, but overall revenue falls short
Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, ...
4 天
on MSN
Dell Stock Tumbles on Weak PC Sales. AI Server Strength Isn’t Enough.
The company is a leading provider of AI servers, so the results should offer a useful update about the state of demand.
Insider Monkey on MSN
1 天
Dell Technologies Inc. (DELL): Barclays Raises Price Target to $115 Amid Mixed Results and ...
Barclays says Dell’s artificial intelligence server revenues were in-line, but guided slightly lower into the January quarter ...
1 天
Dell Review: Blackwell Efficiency Problems (Rating Downgrade)
Financial writer downgrades Dell Technologies Inc. from strong buy to hold due to underperforming AI PC and server sales.
1 天
Dell: I Am Buying The Drop (Technical Analysis)
Dell Technologies is emerging as a key player in AI, with significant capex and a strong performance in AI server orders.
4 天
Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers
The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...
Yahoo
12 天
Dell ships first Nvidia Blackwell server racks — PowerEdge XE9712 servers are enterprise ...
Jeff Clarke, chief operating officer and vice chairman of Dell, has announced that his company had started shipments of servers based on Nvidia's Blackwell GPUs for AI and HPC and Grace CPUs. The ...
The Next Platform
3 天
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building ...
4 天
Is Dell the Next Big-Time Artificial Intelligence (AI) Stock?
However, Dell also has a division within its company that builds data center servers, which have seen a massive boost in ...
8 天
Dell, HPE, Lenovo look to AI in $252 billion server market
Dell, HPE and Lenovo aim for a bigger slice of an AI-server market set to grow 55% in 2025, reaching $252 billion. While ...
3 天
Dell stock sinks after company warns AI spending 'will not be linear'
Dell Technologies stock sank Wednesday as the company took a cautionary approach to its fourth quarter guidance, warning that ...
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