Strong renewals propel Nutanix past Wall Street estimates
The company swung from a loss of $15.85 million, or seven cents a share, a year ago to a profit of $29.9 million, or 10 cents ...
Nutanix, Inc. (NTNX) Q1 2025 Earnings Call Transcript
Q1 2025 Earnings Conference Call November 26, 2024 4:30 PM ETCompany ParticipantsRich Valera - VP, IRRajiv Ramaswami - ...
Microsoft's hybrid cloud aims to help reduce Broadcom's footprint
With a new brand name and additional features, Microsoft wants to spruce up its hybrid cloud offering and reduce the ...
The Next Platform2h
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building ...
Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'
Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. Find out why ...
Network World2d
Dell adds to PowerEdge server lineup
Dell announced two server products, the PowerEdge XE7740 and PowerEdge XE9685L, as well as updates to its Integrated Rack ...
Business Insider on MSN5h
Dell's AI business is booming, but shares plunged after it cut its revenue outlook
Earnings per share were up from $2.06 to $2.15. The biggest success story came from Dell's Infrastructure Solutions Group, which includes sales of AI servers, storage, and other network capabilities.
Dell sees AI-server boom gain more steam, but overall revenue falls short
Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, ...
Dell, HPE, Lenovo look to AI in $252 billion server market
Dell, HPE and Lenovo aim for a bigger slice of an AI-server market set to grow 55% in 2025, reaching $252 billion. While ...
Dell Technologies Inc. (DELL) Unveils AI-Optimized PowerEdge Servers and Enhanced Integrated Rack Solutions
We recently compiled a list of the 15 AI News You Should Not Ignore. In this article, we are going to take a look at where ...
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You're buying fat new servers to save energy and make room for AI hardware, claims Dell
But PCs and Nvidia are weak points, because you’re not buying one and can't buy the other Dell believes its customers are consolidating server fleets to save energy and free up rack space for AI ...
Insider Monkey on MSN3d
Dell Technologies Inc. (DELL) Backed by Morgan Stanley for 2025 Growth Driven by AI Servers Despite Near-Term Headwinds
However, the analysts added that near-term estimates were likely constrained by sub-seasonal PC market trends, a mixed ...