SMCI bets on rack-scale AI and data center solutions to drive growth, targeting $36B revenues as demand surges for high-performance compute infrastructure.

The stock market loves a comeback story, but it demands proof before paying for it. For investors in Super Micro Computer (NASDAQ: SMCI), the last year has been a grueling test of patience, defined by ...

Dell Technologies now says it offers AI data readiness with Dell Data Lakehouse, the densest GPU-capacity inside liquid-cooled racks and an AI model-buffing Agentic RAG with Nvidia. Dell Technologies ...

Microsoft's new Blackwell server didn't include Ethernet switches and used its own cooling system. Broadcom has long championed Ethernet switches for AI over InfiniBand. Meanwhile, Microsoft's ...

Dell is assembling half of the racks for xAI’s supercomputer, Musk said on X. In a reply to another post enquiring about the second partner, the billionaire said “SMC”—referring to server maker Super ...

Rack-mount servers seem like the best solution for a powerful homelab, right? That’s what I thought—but I was so wrong. I recently decommissioned two of my rack-mount servers in favor of a single ...

The AI infrastructure giant used the CES 2026 keynote by Nvidia CEO Jensen Huang to mark the launch of its Rubin GPU platform, the highly anticipated follow-up to its fast-selling Blackwell Ultra ...

Super Micro Computer (NASDAQ: SMCI) is having a brutal week. The IT solutions provider's share price has done well this year due to the company's ability to deliver full artificial intelligence racks, ...