Server sales are booming, largely thanks to artificial intelligence (AI) server demand. Intel isn't a major player in the AI accelerator market, but its server CPU business can benefit from strong ...
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Dell raises FY2026 EPS guidance to $9.40 with $15B+ AI server shipment target, driven by record AI demand
Jeff Clarke, Vice Chairman and COO, reported "revenue reached $23.4 billion, up 5%, driven by growth across all of our core markets. ISG and CSG were up 8%. Earnings per share increased by 17% to ...
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server bills of ...
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance, ...
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