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01.07.26 - 12:06
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Nvidia GPU-network ecosystem tops data center Ethernet switches (Digitimes)
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According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for the first time in the first quarter of 2026. This is an arena traditionally contested by network equipment vendors such as Arista Networks, Cisco, Huawei, and HPE, with switch chip suppliers such as Broadcom deeply involved....
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30.06.26 - 17:12
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Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge (24/7 Wall St.)
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Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday's 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro's Taiwan-Probe Plunge...
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27.06.26 - 13:54
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The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today (24/7 Wall St.)
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The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE's CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today...
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24.06.26 - 20:36
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Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise? (24/7 Wall St.)
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There's a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?...
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22.06.26 - 15:06
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Schneider Electric Advances Open, Software-Defined Automation at Automate 2026 (PR Newswire)
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Schneider Electric headlines the convergence of energy technologies — open software-defined automation, industrial AI, and electrification — at Automate 2026 Company leaders share the spotlight with an ecosystem of collaborators, including AVEVA, AWS, Barbara, ETAP, HPE, Intel, and......
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