This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...

Dell Technologies Inc. cited strong demand for artificial intelligence servers as the reason for its extremely bullish revenue guidance today, sending its stock higher in the after-hours trading ...

Dell reported fiscal first-quarter revenue that topped analysts’ expectations, driven by growth in artificial intelligence server sales.

Instead of investing in expensive, high-performance infrastructure companies can tap into GPUaaS to rent AI-optimized ...

The global private cloud services market is set to grow, with a valuation of USD 124.6 billion in 2025, and it is going to ...

Dell Technologies is poised for growth with AI server sales, key partnerships like xAI, and an attractive valuation. Click ...

Dell seems to be developing a new business model focusing on the infrastructure (ISG) segment, which is more profitable.

Accenture plc (NYSE:ACN), a leading provider of systems integration and application management solutions, has inked a ...

From AI PCs to next-gen servers, discover the top announcements from Dell Technologies World 2025 that signal a bold new direction in enterprise AI.

Deloitte has announced the expansion of Silicon to Service (S2S) for government and public services clients, an AI offering ...

Red Hat and AMD are expanding their partnership to improve AI workload performance using AMD Instinct GPUs on Red Hat ...