US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer.

Dell stock rises ahead of earnings as AI demand, analyst upgrades, and new product launches boost optimism.

Dell has gone from being a sleepy legacy tech company to a high-growth AI story, assembling servers packed with graphics processing units.

May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

Dell Technologies crushed Wall Street's targets for its fiscal first quarter and with its bullish outlook. Dell stock jumped.

AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

Dell shares surged 16.8% to a record $298 after fiscal Q1 2027 earnings crushed estimates with $4.86 EPS and a record $51.3B AI backlog.

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment…

Dell said AI demand remains strong, but shortages in chips and other components are limiting growth despite strong earnings and guidance.

Il fatturato della società, ne primo trimestre, è aumentato dell’88% su base annua, raggiungendo i 43,84 miliardi di dollari, e l’azienda ha rivisto al rialzo le previsioni di per…

Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit demand is still climbing.

May 29 : Shares of Dell Technologies soared nearly 40 per cent in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise…

May 29 : Dell's shares surged 30 per cent on Friday, as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

May 29 : Dell's shares surged 33 per cent on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

If Dell's latest earnings call is any indication, companies are treating AI servers like toilet paper in 2020 — securing supply before it runs out.

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value at the current share price of $442.70, if gains hold.

Dell stock surges 38% after crushing Q1 estimates and raising full-year outlook on massive AI infrastructure demand.

"There's absolutely nothing to complain about w/huge upside and a big guidance hike..."

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

AI customers prioritize computing power over cost, signing multi-year deals with Dell without knowing the final price.