As Dell continues to take advantage of the Tier 2 cloud service provider market, it should remain in a key position to enable AI for "years to come" Morgan Stanley noted, after hosting an investor ...

Dell's (NYSE:DELL) artificial intelligence server business has rocketed over the past two years, with revenue climbing from zero to $10B over that time frame. Morgan Stanley estimates that in calendar ...

Two weeks ago, before we began our nightmare travels to get to the 2025 edition of the GOU Technology Conference in San Jose, ...

“We increased our AI server revenue forecasts, given continued strength in hyperscaler capex and focus on technical ... and governance concerns. “The server market has been a tale of two cities, with ...

Foxconn has expanded its footprint into high-growth tech sectors like AI and EVs in recent years as its core electronics manufacturing business faces challenges due to industry shifts.

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“We increased our AI server revenue forecasts, given continued strength ... and governance concerns. “The server market has been a tale of two cities, with AI growth materially diverging ...

Foxconn 2317-4.05%decrease; red down pointing triangle Technology Group reported weaker-than-expected quarterly results but forecast ... growth areas such as artificial intelligence and electric ...

Global spending on IT products and services related to generative AI will rise to 644 billion US dollars in 2025, according to forecasts by market researchers at Gartner. According to the ...

The GPU as a Service market is expected to grow from USD 8.21 billion in 2025 and is estimated to reach USD 26.62 billion by ...