Browsing: AI servers

Hon Hai, a key supplier of Nvidia AI servers, reports strong sales growth reflecting the rising demand for AI computing.

Dell’s stock dipped after the company forecast a decline in its adjusted gross margin rate for fiscal year 2026 amid rising costs for artificial intelligence servers. Despite this, the company’s AI server revenue is expected to surge.

Barclays’ caution regarding “limited visibility” for AI server builds, particularly related to Nvidia’s Blackwell offerings, put Super Micro Computer (SMCI) in focus, leading to a drop in shares.