Dell Boosts AI Server Forecast to $25B on Record Demand Growth
Dell boosts AI server shipment guidance to $25B as Q3 orders hit record $12.3B. Company raises full-year revenue outlook to $111.7B on strong data center demand.
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Morgan Stanley Downgrades Dell and HP on Memory Cost Concerns
Morgan Stanley cuts Dell and HP ratings, citing rising memory costs and weak demand threatening hardware maker profits through 2026.
IREN Lands Massive $9.7 Billion AI Deal with Microsoft
IREN secures a historic $9.7 billion GPU cloud services contract with Microsoft to power AI infrastructure with NVIDIA's latest technology at their Texas facility.
Super Micro Q1 Revenue Miss: AI Server Orders Delayed
Super Micro missed its quarterly revenue goal due to delayed customer orders for AI systems, but the CEO insists demand is soaring.
Dell Doubles Down on AI: Massive Growth Forecasts Ahead
Dell doubled its growth forecast through 2030 due to massive AI server demand. They plan to improve their struggling PC business.
Fox Corp. May Join the Group Buying TikTok's US Operations
Fox Corp. is in talks to invest in the U.S. portion of TikTok alongside other major American players like Oracle and Dell.