Hardware firms are cleaning up bigtime as enterprises and cloud providers can’t get enough computing power for their artificial intelligence dreams. Meantime, Anthropic just keeps rising, putting the ...

Most people hear “data center” and think of giant warehouses, endless server racks, and neighborhoods fighting new construction projects. But Nvidia has a different idea. Instead of building ...

Dell Technologies Inc. delivered its fastest rate of revenue growth since returning to the public markets more than seven years ago as it delivered stellar first-quarter financial results that crushed ...

DELL surged 54% and HPE rocketed 59% in one month after blowout earnings showed Dell's AI-server revenue jumping 757% year over year. NVDA silicon and SMCI systems sit alongside Dell and HPE racks ...

In a nutshell: Apple is preparing to shift more of its AI operations in-house, with plans to begin mass production of its first AI server chips in the second half of 2026. The company's silicon ...

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of ...

“I don’t think applying historical markets or historical views about the market and how it is going to act are appropriate today,” said Dell Vice Chairman and COO Jeff Clarke. Dell Technologies blew ...

Lenovo AI server backlog has swelled to $21 billion as high-bandwidth memory shortages stall China’s AI compute build-out. SK ...

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% ...