Lenovo says that moving from training to action turns the significant capital committed to AI into tangible business return, ...

Both stocks appear attractive at these levels, but Supermicro's first-mover advantage in the AI-optimized server market, robust growth, and low valuations make it a more attractive buy than Nebius.

Dell Technologies DELL and Super Micro Computer SMCI are major players in the server space, focusing on artificial intelligence (AI)-driven infrastructure and cloud computing. While DELL is growing ...

Super Micro Computer Inc. ($SMCI) announced a new blade server system built to meet rising demand from AI and ...

TL;DR: Quanta Computer reports unprecedented orders for NVIDIA's Blackwell Ultra GB300 AI servers, with shipments peaking in Q4 2025. To meet soaring AI demand, Quanta is expanding production in the ...

Dell Technologies gains from rising AI infrastructure demand as AI server orders, shipments, and backlog grow, despite ...

The AI server market continues to heat up as companies race to build infrastructure for the next generation of artificial intelligence applications. Using a combination of fair value assessments, ...

Susquehanna analyst Mehdi Hosseini recommends selling Super Micro Computer stock, and Rosenblatt analyst Kevin Cassidy recommends selling Intel stock. Super Micro Computer is a leading supplier of ...

Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs ...

Hewlett Packard Enterprise’s HPE server business grew 5.6% in the second quarter of fiscal 2025. It expects its third-quarter revenues to rise in mid-teens sequentially and fiscal 2025 server revenues ...

The U.S. is reportedly trying to crack down on artificial intelligence chips being shipped to China by placing tracking devices inside the computer servers it believes are at high risk of being ...