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.
Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.
Dell Stock Falls After AI Server Maker Gives a Mixed Outlook
Dell Technologies stock fell after the company gave a mixed revenue outlook for the current quarter. “Our prospects for AI are strong, as we extend AI from the largest cloud service providers, into the enterprise at-scale,

AI, Dell

Dell forecasts decline in annual margin on higher AI server costs
Dell forecasts $15 billion of AI server sales this year
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Dell forecasts higher annual profit on AI server demand
Dell Stock Powering Down Despite Analysts Hailing its AI “Leadership”
Shares in Dell (DELL) continued to malfunction today despite analysts talking up the computer group’s AI potential.Discover the Best Stocks and
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Dell sees its backlog swell as big AI deals come through
Dell Technologies Inc. is seeing its backlog swell thanks to new deals with xAI, Elon Musk’s artificial-intelligence company, and other AI players. While Dell DELL ended its fiscal year with a $ ...
Dell Earnings Top Expectations as AI-Driven Demand Grows
Dell reported fiscal fourth-quarter earnings that exceeded analysts’ expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure.
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 increase to $15 billion in the current year. So far, it has already accumulated more than $4.1 billion in AI server orders that are yet to be fulfilled.
Dell’s AI Server Sales Outlook Fails to Ease Profit Worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these products.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC’s Congestion Pricing Pulls In $48.
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NVIDIA AI servers used in Singapore allegedly using banned AI GPUs smuggled through Malaysia
Servers Used in Singapore Fraud Case May Contain Nvidia Chips, Minister Says
Singapore Probes Alleged Nvidia (NVDA) AI Chip Fraud Case
Singaporean authorities are probing a possible fraud case involving Nvidia’s (NVDA) AI chip shipments. The investigation focuses on whether
Soundhound AI, Dell, RocketLab: Market Minute
Brad Smith highlights the top trending tickers in today's Yahoo Finance Market Minute. SoundHound AI (SOUN) shares are climbing higher after the company exceeded fourth quarter earnings expectations.