Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI?
nVent Electric NVT is seeing strong demand from data centers as spending on artificial intelligence (AI) infrastructure continues…
Fortune Tech: OpenAI’s Hugging Face oopsie, China’s new AI restrictions, Microsoft-Mistral deal
Good morning. Here’s something to keep an eye on: President Trump has nominated a longtime Big Tech critic…
Supermicro (SMCI) Expands AI Reach With StorMagic And Odine Partnerships
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Dell’s ISG Growth Reflects AI Infrastructure Dominance: What’s Ahead?
Dell Technologies DELL Infrastructure Solutions Group (ISG) has become the company’s primary growth engine, driven by exceptional demand…
Taiwan raids tech firms in China AI chip smuggling probe
Taiwanese investigators have raided the Taiwan offices of US company Super Micro Computer and two other tech firms,…
Why Super Micro Computer (SMCI) Needs Fresh Capital to Support Its AI Server Order Surge
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the fastest-growing AI infrastructure stocks to buy. On June 11,…
Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout
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SMCI Stock Gets Target Boost As Mizuho Cites Agentic AI Demand — Jensen Huang Says ‘One Prompt Can Launch A 1000-Step Journey’
Mizuho hiked its price target for Super Micro to $44 from $36, while keeping a ‘Neutral’ rating on…
Missed Dell’s Big Move? These AI Stocks Could Be Next.
In just the last three months, shares of Dell Technologies (NYSE: DELL) have surged 75% as the market…