Browsing Tag
Dell Technologies
67 posts
Supermicro (SMCI) lifts quarterly revenue estimate to $19bn as AI server demand surges
Super Micro Computer expects September-quarter revenue to exceed its previous guidance by approximately 27% at the midpoint, while its anticipated gross margin has also improved. The announcement strengthens the company's AI infrastructure growth outlook, but final earnings, customer concentration and cash conversion remain important tests.
AMD’s new Helion AI rack could change data center economics. Why is CPU power back in focus?
Advanced Micro Devices has introduced Helion, an open rack-scale architecture for agentic AI workloads, expanding its infrastructure strategy beyond GPU-intensive artificial intelligence computing.
Kioxia targets hyperscale data centres with 122TB QLC SSD architecture, but commercial rollout remains limited
Kioxia has introduced its LD4 Series of QLC solid-state drives for dense hyperscale storage, offering initial 15.36TB and 30.72TB configurations with an architecture validated for 122.88TB. The development expands its artificial intelligence infrastructure portfolio, although customers still need verified endurance, performance and total ownership cost data before large-scale deployment.
JERA, Dell and RHAELM plan $15bn Japan AI data centre beside power plant
JERA, Dell Technologies and RHAELM are planning a more than $15 billion, 400 MW artificial intelligence infrastructure project beside JERA’s Chiba Thermal Power Station, using behind-the-meter electricity to compress one of the longest delays in data-centre development: securing power.
Lenovo Group Q1 revenue jumps 43% to $26.9bn on AI infrastructure demand
Lenovo Group's Q1 revenue jumped 43% to $26.9bn as ISG nearly doubled and AI sales reached $9.3bn, extending momentum against Dell and HP in AI servers.
Firebird has opened its Armenia AI factory. Can 15 MW really become 2 GW by 2028?
Firebird has opened a 15 MW artificial intelligence factory in Armenia powered by 6,144 NVIDIA B200 GPUs, turning the first phase of an ambitious infrastructure programme into an operating asset. The harder challenge now is scaling beyond 70,000 GPUs in Armenia and toward a roughly 2 GW international network without allowing power, deployment or customer utilisation to lag behind capacity.
Halcyon launches File Resilience as ransomware defence shifts from recovery to stopping encryption
Halcyon’s File Resilience operates at the Windows kernel level to interrupt unauthorised file encryption, but enterprise adoption will depend on reliability, compatibility and proof that the technology can withstand production-scale attacks.
Cognizant launches EMEA AI Unit as $CTSH faces its biggest test beyond pilot-stage AI
Cognizant’s new EMEA AI Unit brings specialist engineering, governance and delivery teams together as enterprises seek production-ready agentic AI without becoming dependent on one technology provider.
TotalEnergies Q2 adjusted profit hits $6bn on high oil and refining margins
TotalEnergies posted $9.8bn Q2 cash flow and cut gearing to 13.1%, yet Strait of Hormuz losses of 210 kboe/d now shape the second-half production story.
Why is Dell Technologies (NYSE: DELL) stock jumping nearly 10% on July 22?
Dell Technologies stock jumped nearly 10% as Super Micro’s margin surprise lifted AI server optimism. See what DELL must prove next.