Dell is experiencing unprecedented demand for AI-optimized servers, with $12.1B in AI-related orders and a $14.4B backlog ...

According to the latest data from IDC, the global server market grew by 134 percent year-over-year in Q1 2025, driven by a sharp increase in the deployment ...

Epyc chips fuel AMD’s stunning datacenter comeback AMD has pulled off a massive comeback in the server CPU market, snatching half the pie from Intel in just a few quarters. PassMark’s latest figures ...

So Dell's AI server revenue still has a lot of room to grow -- not surprising considering that the company is the leader in the global server market with an estimated share of more than 19%.

So Dell's AI server revenue still has a lot of room to grow -- not surprising considering that the company is the leader in the global server market with an estimated share of more than 19%.

Intel isn't a major player in the AI accelerator market, but its server CPU business can benefit from strong server demand.

Capturing even a sliver of the worldwide market would be a game-changer. As companies race to adopt generative AI tools ...

Arm Holdings is gaining traction in data center CPUs, but lofty goals and high valuation temper near-term optimism. See why ARM stock is a hold.

The new Power11 servers aim to address the growing modernization needs in the enterprise datacenter, expanding the Power lineup to cover new use cases.

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad ...