Dell Forecasts Positive Earnings for Fiscal Year 2025 Driven by Strong Demand for AI Servers


Intel CEO announces entry into GPU market, forming a top team led by a senior executive to accelerate AI and other key areas, recruiting talent from companies like NVIDIA.....
OpenAI plans to raise $100 billion for AI expansion, with Nvidia considering an additional $30 billion investment as a key chip supplier powering its model training.....
Nvidia, Amazon, and Microsoft are in talks to invest around $600 billion in OpenAI to compete with Google, with Nvidia potentially contributing $300 billion, Amazon considering $100-200 billion, and Microsoft continuing its support, highlighting tech giants' strategic focus on AI.....
NVIDIA invests an additional $2 billion in CoreWeave, acquiring Class A shares at $87.20 each. The partnership aims to build 'AI factories' to add over 5 GW of AI computing capacity by 2030, integrating NVIDIA's latest tech, including next-gen Rubin chips replacing Blackwell.....
The global AI server market is entering an explosive phase, with shipments expected to grow by 28.3% year-on-year in 2026, while the overall server market is projected to grow by 12.8%. The growth drivers are shifting from model training to inference applications, significantly boosting the demand for general-purpose servers.