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Cramer Bets Dell Is the AI Hardware Leader, Not Nvidia, in 2026
investing1 month ago

Cramer Bets Dell Is the AI Hardware Leader, Not Nvidia, in 2026

Jim Cramer says Dell is the most important stock today, arguing its AI-server momentum outpaces Nvidia in 2026. Dell posted Q2 FY27 revenue of $46.97B (up 57.8% YoY) and EPS of $7.04, with net income up 255%. The AI story is supported by a record $95B AI backlog, $60.9B in AI-server orders, and $16.4B AI-server revenue. Dell raised its full-year outlook to about $192B in revenue and $25.50 in non-GAAP EPS. Valuation favors Dell (roughly 23x vs Nvidia’s ~44x), as the company’s AI-infrastructure push — including Vera Rubin-based systems and more than 6,500 AI customers — underscores a non-chipmaker leadership in AI deployment. Dell is up about 240% in 2026, while Nvidia has risen around 17%, making Cramer’s Dell-centric call particularly notable.

via 24/7 Wall St.|
#ai-backlog#ai-servers#dell-technologies
Dell Surges on AI Infrastructure Boom, Beats Q2 and Lifts Guidance
technology1 month ago

Dell Surges on AI Infrastructure Boom, Beats Q2 and Lifts Guidance

Dell Technologies posted a strong fiscal Q2 with adjusted earnings of $7.04 per share on $47 billion in revenue, driven by AI infrastructure demand. AI-optimized servers revenue rose 100% to $16.4 billion, and Dell ended the quarter with a record $95 billion backlog for AI servers. The company raised its full-year revenue outlook to about $192 billion from $167 billion, topping analyst expectations, and the stock moved higher in premarket trading on the AI spending backdrop.

via Barron's|
#ai-servers#backlog#dell-technologies
Dell Surges on AI-Demand Fueled Earnings Beat and Upbeat Outlook
technology1 month ago

Dell Surges on AI-Demand Fueled Earnings Beat and Upbeat Outlook

Dell reported a strong fiscal Q2 beat with adjusted EPS of $7.04 on $47 billion in revenue, driven by AI demand. AI-Optimized Servers revenue rose 100% year over year to $16.4 billion, backed by a record $95 billion backlog, and the company raised its full-year revenue outlook to $192 billion (above the $174 billion consensus). Shares jumped about 10% after hours as investors cheered the AI-infrastructure cycle.

via barrons.com|
#ai#ai-servers#backlog
Dell rides AI server boom to record orders and raised outlook
finance1 month ago

Dell rides AI server boom to record orders and raised outlook

Dell Technologies reported a record $60.9 billion in AI server orders, a backlog of $95 billion, and raised its FY27 revenue outlook to $192 billion after posting a $47 billion quarterly revenue and $6.34 GAAP EPS (up 58% and 273% YoY, respectively), with AI momentum fueling growth across servers, networking, and storage and an after‑hours stock jump.

via Yahoo Finance|
#ai-servers#backlog#dell-technologies
Dell lifts AI-server forecast after strong Q2 earnings
business1 month ago

Dell lifts AI-server forecast after strong Q2 earnings

Dell Technologies beat estimates in fiscal Q2 with $46.97B in revenue and adjusted EPS of $7.04, fueled by AI-optimized servers and data-center demand. The company raised its full-year outlook to about $192B in revenue and $25.50 in adjusted EPS, and now expects roughly $74B in AI-optimized server sales for the year. Q3 guidance calls for $49.0B in revenue and $6.50 in adjusted EPS. Infrastructures Solutions and Client Solutions segments showed strong AI-related demand, and the stock advanced after hours.

via CNBC|
#ai-servers#business#dell-technologies
Dell bets on AI server demand as Q2 outlook heats up
business1 month ago

Dell bets on AI server demand as Q2 outlook heats up

Dell Technologies is poised to report Q2 results amid surging AI-server demand, with consensus earnings around $4.95 per share on about $45.3 billion in revenue. Dell has guided roughly $15.5 billion in AI-server revenue and raised its FY27 AI-server outlook toward roughly $60 billion as Q1 AI-server revenue surged and its Nvidia- and AMD-powered AI ecosystem expands. Analysts have lifted EPS estimates, signaling a bullish setup for DELL despite strong competition from HPE, SMCI, and Lenovo.

via Zacks Investment Research|
#ai-infrastructure#ai-servers#business
Apple's AI server packs 32 processors into a dense 2U chassis
technology1 month ago

Apple's AI server packs 32 processors into a dense 2U chassis

Photos of an Apple-produced AI server (referred to as the 'M5 Server') reveal a dense 2U rack design for Apple’s Private Cloud Compute, with four columns of hardware totaling 32 processing elements, mid-column heatsinks, and front-to-back cooling; a Mac Studio may handle software control, and Apple has begun shipping Houston-made servers as it expands its AI cloud.

via AppleInsider|
#ai-servers#apple#apple-silicon
Taiwan indicts Nvidia executive in AI-server export scheme to China
business1 month ago

Taiwan indicts Nvidia executive in AI-server export scheme to China

Taiwan indicted nine people, including an Nvidia senior manager and two Supermicro employees, for forging documents to illegally export Nvidia’s high-end AI servers to China, with 130 B300 servers claimed as installed in a Taiwan facility but 74 ultimately shipped to Chinese customers and 56 blocked. The case highlights tightened US export controls and follows a related Supermicro probe; Nvidia has urged stricter partner compliance and US policy discussions on remote-access controls, as the company also raised AI-server prices.

via Ars Technica|
#ai-servers#business#china
Taiwan indicts nine in alleged AI server export scheme to China
world1 month ago

Taiwan indicts nine in alleged AI server export scheme to China

Taiwanese prosecutors indicted nine people, including an employee of Nvidia’s Taiwan unit and two from Super Micro, in a scheme to illegally export about 130 B300 AI servers to China via forged end-user documents, with 74 shipped to Chinese customers and 56 intended for Japan but halted by customs in Keelung. Eight defendants face breach of trust and document forgery charges; a ninth was charged in a related funds-siphoning case. Prosecutors said the defendants were fully aware of internal controls, highlighting Taiwan’s tightening export rules amid U.S. restrictions on tech transfers to China.

via Yahoo Finance|
#ai-servers#export-controls#nvidia
Apple Opens Houston Manufacturing Hub for AI Servers and Mac Minis
technology1 month ago

Apple Opens Houston Manufacturing Hub for AI Servers and Mac Minis

Apple opened a Houston Advanced Manufacturing Center with U.S. officials, saying the site will manufacture AI servers now and Mac Minis later, while also offering training programs and highlighting domestic chip sourcing as part of a broader push to boost U.S. manufacturing. The move comes as Tim Cook transitions toward executive chairman, with leadership changes on the horizon at Apple.

via CNBC|
#advanced-manufacturing-center#ai-servers#apple
Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records
business2 months ago

Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records

Super Micro Computer jumped more than 20% after-hours after raising its June-quarter gross-margin guidance to 15-17%, roughly double the previous 8.2-8.4%, aided by favorable product mix. The company also reported a record backlog of over $60 billion in new orders, with revenue expected near the lower end of prior guidance ($11 billion to $12.5 billion). The stock has fallen about 50% over the past year amid smuggling investigations and dilution fears from a $7 billion equity financing; past DOJ charges against co-founder Wally Liaw and a Taiwan probe into Nvidia-chip smuggling have weighed on sentiment. Earnings are slated for Aug. 11.

via Barron's|
#ai-servers#backlog#business
Super Micro climbs on $60B in orders tied to SpaceX AI push
business2 months ago

Super Micro climbs on $60B in orders tied to SpaceX AI push

Super Micro Computer said it has more than $60 billion in new orders in its fiscal Q4 and now expects gross margins of 15-17% due to a favorable product mix, driven by surging demand for Nvidia-powered AI servers and SpaceX/SpaceXAI ties; it projects June-quarter revenue at the low end of guidance ($11.0-$12.5 billion) with a record backlog, and an earnings call is set for Aug. 11 as rivals Dell and HPE rose on the update.

via CNBC|
#ai-servers#business#nvidia