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Server Market

All articles tagged with #server market

business1 year ago•2 min saved

Dell's AI Investments Impact Profits but Boost Server Sales

Dell's shares fell over 17% after the company forecasted lower-than-expected current-quarter profit and indicated that higher costs for AI-optimized servers would reduce its annual margin. Despite a surge in demand for AI-capable products and a significant increase in shipments of AI-optimized servers, Dell's adjusted gross margin rate is expected to decline due to inflationary input costs and competitive pricing. The company raised its revenue forecast for fiscal 2025 but expects a decline in adjusted profit per share for the current quarter.

via Reuters|

#ai-costs #business #dell

business1 year ago•2 min saved

"Dell's Q1 Revenue Surges Amid AI Demand, Despite Stock Dip"

Dell's shares fell over 17% after the company forecasted lower-than-expected current-quarter profit and indicated that higher costs for AI-optimized servers would reduce annual margins. Despite a surge in demand for AI-capable products, competitive pricing and inflationary costs are impacting profitability. Dell's revenue and profit forecasts for fiscal 2025 were also adjusted, reflecting these challenges.

via Yahoo Finance|

#ai-costs #business #dell

businesstechnology1 year ago•3 min saved

"Super Micro Computer's Stock Plunge Raises Earnings Concerns"

Super Micro Computer (Supermicro) has seen significant growth in its shares and market cap, driven by its focus on high-performance AI servers and a close relationship with Nvidia. While it currently lags behind Dell Technologies in market cap and server market share, Supermicro's potential for growth in the expanding AI server market could lead to substantial gains in the coming years, outpacing its larger competitor. However, based on current valuations, it is unlikely that Supermicro will surpass Dell's market cap in the near future.

via The Motley Fool|

#ai-servers #businesstechnology #dell-technologies

technology2 years ago•2 min saved

"Dell's AI Dominance: Soaring Stock and Strong Financial Results"

Dell is emerging as a major player in the artificial intelligence market, with a focus on AI-related demand in the computer-server and storage market. The company's bullish comments about AI-related demand and its expectation to return to revenue growth in fiscal 2025 have led to a surge in its shares. Dell's focus on AI-optimized servers and its outlook for AI's impact on its services and storage business positions it as a strong competitor to Super Micro. In contrast, Hewlett Packard Enterprise saw a decline in its networking business and faced supply issues with GPU chips for AI servers. Dell's strong outlook and focus on AI hardware indicate its growing influence in the AI market.

via MarketWatch|

#ai-demand #artificial-intelligence #dell

finance2 years ago•4 min saved

"Super Micro Computer: Riding the Stock Surge Wave"

Super Micro Computer's stock has surged over 6,900% since its IPO in 2007, prompting speculation about a potential stock split. While stock splits have become less necessary due to fractional share buying, the company's impressive revenue and earnings growth, driven by the expanding server market and AI-specific solutions, make it an attractive investment regardless of a split. With a projected increase in market share and revenue, analysts anticipate strong earnings growth, making Super Micro Computer a compelling buy at its current valuation.

via The Motley Fool|

#finance #growth #investment

technology2 years ago•3 min saved

"Supermicro Surges: Record Highs and Upbeat Earnings Propel Specialty Tech Stock"

Super Micro Computer Inc. is dominating the AI-dedicated server market, with its partnership with Nvidia and a big, unnamed customer, believed to be Meta Platforms Inc., driving its success. The company's ability to quickly deploy liquid-cooled racks and its close relationships with chip makers in Silicon Valley have contributed to its rapid growth, with its shares soaring about 40% after announcing preliminary results that exceeded expectations. However, analysts have issued a word of caution, noting that the company's earnings forecast implies flattish operating margins, and many are now eagerly awaiting its quarterly results to assess the recent stock price surge.

via MarketWatch|

#ai-dedicated-servers #meta-platforms-inc #nvidia