Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

NEEDHAM, Mass., December 11, 2025 – According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $112.4 billion dollars in revenue ...

Dell’s third-quarter earnings for fiscal 2026 delivered a beat-and-raise, driven by one clear catalyst: explosive demand for AI servers, particularly from second-tier cloud service providers and ...

Dell is a tech titan with a substantial share in personal computers, servers, and storage arrays. The PC market is relatively consolidated, with the top players controlling the majority of the market.

(Reuters) -Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost demand for its ...

Super Micro Computer’s SMCI high-performance and energy-efficient servers are gaining traction among AI data centers, HPC and hyperscalers. This growth is reflected in SMCI’s server and storage system ...

AIC and AMD are launching the MI450 series Helios AI server cabinets in the second quarter of 2026, enhancing component placement and supported by partnerships with major tech firms. Save my User ID ...

SEOUL/SHANGHAI, Oct 17 (Reuters) - Micron (MU.O), opens new tab plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its ...

Managing SQL Server across hybrid and multi-cloud environments has long posed a challenge for database administrators. With data sprawled across on-premises infrastructure, cloud platforms, and edge ...

Oct 7 (Reuters) - Dell (DELL.N), opens new tab on Tuesday nearly doubled its annual profit growth target for the next four years, betting on robust demand for its servers that power artificial ...