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Dell Technologies benefits from strong AI server demand, robust Q3 guidance, and expanding partnerships with Microsoft and NVIDIA, supporting growth for these tech leaders.
Super Micro missed Q1 revenue and profit estimates due to AI delivery delays and trade uncertainties but raised upbeat Q2 and full-year revenue forecasts supported by Nvidia’s latest GPU architecture.
Super Micro Computer forecasts Q2 revenue above estimates, driven by strong AI server demand, despite Q1 revenue miss.
Dell Technologies is driving strong growth with expanding AI server sales and partnerships, including with NVIDIA. The company projects robust revenue growth and offers positive Q3 FY26 guidance, sup…
HPE's AI systems revenue hits record $1.6B with strong demand and rapid order growth, boosted by NVIDIA partnership. Competitors Dell and SMCI also gain from AI server demand amid expanding data cent…
Hewlett Packard Enterprise's cloud and AI-driven server growth, strong orders and partnerships with NVIDIA and Microsoft drive rising revenue and discounted valuation, prompting Zacks to rate HPE a b…
Dell raised annual revenue and profit forecasts, citing demand for AI-optimized servers using Nvidia's Blackwell GB300 chips. Analysts say AI server tailwinds offset traditional infrastructure weakne…
Dell jumps ahead of Q2 as AI server demand—powered by Nvidia chips—boosts outlook; Morgan Stanley raises price target and expects stronger revenue, EPS and an expanded AI server guide.