Nvidia’s AI boom brings riches to its partners — at a cost
Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.
Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.
Dell Stock Falls After AI Server Maker Gives a Mixed Outlook
Dell Technologies stock rose after the company posted better-than-expected earnings late Thursday. “Our prospects for AI are strong,” Dell Chief Operating Officer Jeff Clarke said in the news release.

AI, Dell

Dell forecasts decline in annual margin on higher AI server costs
Dell forecasts $15 billion of AI server sales this year
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Dell forecasts higher annual profit on AI server demand
Dell Stock Powering Down Despite Analysts Hailing its AI “Leadership”
Shares in Dell (DELL) continued to malfunction today despite analysts talking up the computer group’s AI potential.Discover the Best Stocks and
Dell’s AI Server Sales Outlook Fails to Ease Profit Worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these products.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC’s Congestion Pricing Pulls In $48.
MarketWatch2d
Dell sees its backlog swell as big AI deals come through
Dell Technologies Inc. is seeing its backlog swell thanks to new deals with xAI, Elon Musk’s artificial-intelligence company, and other AI players. While Dell DELL ended its fiscal year with a $ ...
Dell Earnings Top Expectations as AI-Driven Demand Grows
Dell reported fiscal fourth-quarter earnings that exceeded analysts’ expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure.
Singapore Probes Potential Fraud in Nvidia AI Chip Shipments
Singapore is investigating whether Dell Technologies Inc. and Super Micro Computer Inc. servers shipped to Malaysia housed Nvidia Corp. chips barred from China, outlining a case that’s highlighted the role of middlemen in funneling high-end semiconductors.
TweakTown11h
NVIDIA AI servers used in Singapore allegedly using banned AI GPUs smuggled through Malaysia
Dell is investigating whether Dell and Super Micro servers shipped to Malaysia had NVIDIA AI GPUs that were banned from China, new scandal.
Singapore Investigates Potential Fraud In Nvidia AI Chip Shipments: 'The Question Is Whether Malaysia Was A Final Destination'
Singapore authorities have initiated an investigation into potential fraudulent activities related to the shipment of Nvidia Corp. (NASDAQ: NVDA) chips. The chips, which are banned in China, were reportedly shipped to Malaysia via servers from Dell Technologies Inc.
Soundhound AI, Dell, RocketLab: Market Minute
Brad Smith highlights the top trending tickers in today's Yahoo Finance Market Minute. SoundHound AI (SOUN) shares are climbing higher after the company exceeded fourth quarter earnings expectations.