The company guided to $18.5-19.5 billion in first-quarter revenue and higher margins, even as investors debate the costs of ...

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Server hardware is drawing a concentrated bid, with two enterprise infrastructure makers rising together on artificial intelligence demand. Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard ...

‘With AI demand skyrocketing—the hardware, the server prices, the DRAM prices have all gone through the roof, and there is a hardware supply crisis going on. … The things that we have done in VCF are ...

Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI) is leading the retreat. Super Micro Computer stock is down 5% ...

UK IT teams should approve an AI retrofit only after checking the exact server configuration, software requirements, power ...

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Apple is reportedly developing a 2029 AI server with two or four M8 Ultra chips and possible Nvidia NVLink Fusion networking.

Foxconn’s profit rose 35% as AI servers crossed a major revenue milestone, giving infrastructure buyers a clearer signal of where supply pressure is building. AI server production is accelerating as ...

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run. Hewlett Packard ...