Nvidia’s AI boom brings riches to its partners — at a cost
Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.
Dell Technologies (DELL) Stock Falls on News of Apple’s AI Server Factory
Dell Technologies (DELL) stock is down nearly 5% on news that Apple (AAPL) is planning to develop a massive new factory in Texas by 2026 that ...
Dell forecasts decline in annual margin on higher AI server costs
Dell on Thursday forecast a decline in its adjusted gross margin rate for fiscal year 2026, hit by higher costs to build ...
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Latency Zero: The Hardware Pact That Promises to Re-Wire AI's Reality
Three of the world’s biggest technology providers have combined to offer a private AI solution that enables businesses to ...
Dell targets $15B in AI server sales this year, but it’s not enough for investors
Dell Chief Operating Officer Jeff Clarke (pictured) said on a call with analysts that the company had sold about $10 billion worth of AI-optimized servers in fiscal 2025, and expects that number to ...
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Amdocs Introduces Amdocs AI Factory, Empowering Service Providers to Monetize the Next Generation of AI Services
The Amdocs AI Factory enables telcos to provide full control ... The solution leverages strategic collaborations with NVIDIA and Dell to provide the full ecosystem of capabilities needed to ...