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

Arm Holdings shares tumbled 8% in extended trading on Wednesday, after the chip tech provider issued quarterly forecasts that ...

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 ...

Foxconn takes 10% stake in TECO to build full-stack AI data centre solutions, targeting $1T investment and expanding in the ...

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.

Intel’s top line is projected to decline again this year - suggesting revenue stagnation could become the norm.

Taiwanese company Hon Hai Technology Group (Foxconn) and TECO Electric & Machinery have announced a strategic share-swap ...

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.