Zacks Investment Research on MSN

Dell's AI server momentum surges: Can it drive long-term growth?

Dell Technologies DELL is benefiting from rapid growth in its AI server business, which is driving its long-term growth. The ...
Reuters

Super Micro Computer rides AI server boom to join S&P 500

March 18 (Reuters) - Super Micro Computer, which joins the S&P 500 on Monday, enjoys a rare advantage among server makers that are trying to tap the generative AI boom - close ties with Nvidia that ...

Super Micro Computer, Inc.: Supermicro Among First to Unveil NVIDIA BlueField-4 STX Storage Server to Improve AI Inference Performance

Supermicro illustrates leadership with one of the first Context Memory (CMX) storage servers, built on the NVIDIA STX reference architecture for AI storage.The BlueField-4 STX storage server ...
Computer Weekly

SuperMicro takes on server leaders as AMD pushes on-premise AI

Besides Dell, the established server makers seem to be losing ground in the server market. But they appear to be looking at a new market opportunity being pushed by chipmaker AMD, which is the ...