Fast forward, and Dell ended Q4 F2026 with a $43 billion AI server backlog and said further that it would make at least $50 ...

TL;DR: Quanta Computer reports unprecedented orders for NVIDIA's Blackwell Ultra GB300 AI servers, with shipments peaking in Q4 2025. To meet soaring AI demand, Quanta is expanding production in the ...

We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. These OEMs provide the best indicator of ...

As Intel deals with component constraints, it's prioritizing its server business over its personal-computer business. For that reason, it expects strong growth in servers this year, Intel corporate ...

With all the recent talk about AI, data centers, and the cloud, we think it is helpful to remember that processors like GPUs and CPUs only make about 20% of the upfront cost of a server. These tend to ...