Dell Technologies has recently drawn attention as a key AI infrastructure provider, with a large AI server order backlog and a raised long-term outlook projecting 7–9% annual revenue growth over the ...
It is worth noting that Nebius has rented out all of its available data center capacity. It expects to increase its connected data center power capacity to a range of 800 megawatts (MW) to 1 gigawatt ...
APLD and Dell both serve hyperscalers, but their contrasting AI infrastructure strategies could shape who benefits most from rising demand.
I used to use a Lenovo ThinkServer SR250 V2 and a few Dell PowerEdge R210 II servers powering the home lab. The reason is ...
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, along with ...
It was a bumper third quarter for suppliers of data centre kit, thanks to continued strong demand for hyperscale cloud and AI ...
Both stocks appear attractive at these levels, but Supermicro's first-mover advantage in the AI-optimized server market, ...
Rashi Peripherals, a leading value-added ICT (information and communication technology) distribution company, banks on key ...
Q3 datacentre capex increased 59% YoY marking the eighth consecutive quarter of double-digit growth as the AI investment ...
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take ...
Q3 sales of components for datacentre servers and storage increased 40% YoY year, driven by AI accelerators, CPUs, HBM, NICs and storage drives, says Dell’Oro.
You need infrastructure that's distributed by design. You need it where you have people, where there's activity, where ...