NEW YORK - No. 1 personal computer maker Dell Computer Corp. Wednesday launched a new server computer line in a bid to increase profits from the large corporate market that has already embraced its ...

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 ...

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 ...