Morgan Stanley said that in the past day, it has learned about a downward revision to Dell Technologies' (NYSE:DELL) AI server build plans in calendar year 2024/fiscal 2025 due to shipment delays and ...
Super Micro Computer (NASDAQ:SMCI) was in focus on Thursday as Barclays reinstated coverage and expressed caution on the artificial intelligence server company, citing "limited visibility" for AI ...
At Microsoft Build, SQL Server 2025 enters public preview with major enhancements in AI integration, performance, reliability and developer tools -- reaffirming Microsoft’s continued investment in its ...
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Dell's AI server builds for '24 slashed amid shipment delays, including Blackwell: Morgan Stanley
Morgan Stanley said that in the past one day, it has learned about a downward revision to Dell Technologies' (NYSE:DELL) AI server build plans in calendar year 2024/fiscal 2025 due to shipment delays ...
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