Dell

At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it. Agent runtime is becoming a rack SKU.…

$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter…

Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking…

$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to…

Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026-28E. $DELL $HPE $NVDA $AMD $GOOGL…

Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "maybe a four year problem because…

Michael Dell on the memory bottleneck: “It’s gonna get worse.” $DELL https://t.co/T0jazFwNIT

Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The percentage of CIOs pulling planned 2027…

Keybanc: HP, Dell, and Google looking to extend LTAs for memory beyond 2030. Google is under discussions with memory providers to extended its 2030 LTAs for another five years to 2035. $GOOGL

Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOGL $META $MSFT https://t.co/ay4TmgkRo4

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

CEO of Dell, Michael Dell, on impact of data center delays on AI demand: "We have a large backlog of these projects and we haven't really seen that much in a way of delays, and I think it is good that there's now this active engagement…

Nice visual shared by Nicholas $NVDA $DELL $COHR $LITE $AVGO https://t.co/WlrCn4lAT2 https://t.co/UFGjvbdr8p

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Bytedance *significantly* increased H20…

Digitime reports on TW suppliers feeling pressure from mainland ODMs Huaqin & Luxshare winning HP & Dell orders. Quanta, Compal, Wistron & Inventec are the big TW ODMs. Aside from lower cost, this allows OEMs to secure mainland supply…

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets…

🇺🇸🇨🇳 @ElonMusk is among 8 major tech CEOs invited to a White House state dinner honoring Xi Jinping, alongside Jensen Huang, Michael Dell, Jeff Bezos, Sam Altman, Sundar Pichai, Jamie Dimon, and Tim Cook. The dinner comes as Trump and…

Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of 39%. > AI vs. Traditional Growth: AI…

Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE

TrendForce: Global Power Demand Capacity > Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026. > The share of AI servers is likely to exceed 40% by 2027, whereas the share of general…

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investment for RPO: The increase in capital…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

Breaking: Dell is spiking today after RBC Capital initiated coverage with a $640 price target, citing surging AI server demand Trump told Americans to "go out and buy a Dell" in May, and since $DELL is up +115% $DELL has added…

Dell Technologies has seen supply shortages spread from artificial intelligence computing components to the racks housing AI systems, executives said in a Sept. 1 earnings call. https://t.co/w8J6Q3rWJO

Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Semiconductor $NXPI Dell Technologies…

Dell posted $47B Q2 revenue and a $95B AI server backlog, with AI server revenue seen up ~200% in FY2027. Its ops head named the constraint: DRAM, then NAND. Samsung and SK hynix hold under 10 days of memory inventory, per KB Securities.…

Goldman Sachs is estimating global server revenue to reach ~$1.1 trillion in 2028, with majority of the revenue coming from NVL72 racks. $NVDA $DELL $HPE $SMCI https://t.co/pGooFvAVd4