New Dell AI Factory with NVIDIA is the industry's first end-to-end AI solution for enterprises spanning workstations, data centers and cloud to supercharge era of generative AI SAN JOSE, Calif., March 18, 2024 /PRNewswire/ -- NVIDIA GTC 2024 News summary Dell AI Factory with NVIDIA is industry's first comprehensive AI solution to help enterprises quickly capitalize on AI investments Expanded Dell Generative AI Solutions portfolio helps improve results accuracy and model training, simplifies data access and ...

When it comes to the tech heavyweights in the artificial intelligence (AI) space, companies such as Nvidia, Microsoft, and Alphabet immediately come to mind. By contrast, legacy PC company Dell Technologies (DELL -0.16%) doesn't. But Dell stock is up 185% over the past year, and AI is driving its gains.Dell completed its fiscal 2024 on Feb. 2. For the year, the company's net revenue of $88.4 billion was down 14%, and its operating income was down 10% to $5.2 billion -- hardly the kind of financial results o ...

PALO ALTO, Calif.--(BUSINESS WIRE)--R2 Semiconductor, a Third Point Ventures portfolio company (“R2”), today announced two important updates in its patent infringement case against German subsidiaries of Intel Corp (“Intel”) (Nasdaq: INTC) and its customers, Dell Technologies (“Dell”) (NYSE: DELL) and Hewlett Packard Enterprise Company and HP Inc. (together “HP”) (NYSE: HPE and HPQ). First, Intel’s attempt to stay injunctions preventing sales of products using R2’s patented technology in Germany were reject ...

Dell Technologies (DELL -3.06%) stock is red hot -- not because PC demand is growing, but because investors have decided that Dell is now an artificial intelligence (AI) stock, a realization that tripled the share price of the computer company over the last 52 weeks.Last quarter, Dell shipped $800 million worth of AI-optimized servers, as Bank of America analyst Wamsi Mohan points out in a report covered by StreetInsider, and Dell's backlog of AI server orders nearly doubled in comparison to fiscal Q3 2024. ...

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证券研究报告 | 公司动态点评 2024 年 03 月 08 日 戴尔（DELL.N） CSG 有望重回增长通道，展望 FY25 整体营收稳健增长 事件：公司公布 2024 财年全年业绩，2024 财年全年公司实现营收 884.25 亿 美元，同比下降 14%；实现归母净利润 32.11 亿美元，同比增长 31%。2024 财年第四季度公司实现营收 223.18 亿美元，同比下降 11%，环比基本持平； 实现归母净利润 11.60 亿美元，同比增长 89%，环比增长 15%。 Q4 盈利表现强劲，单季/全年 EPS 大超预期：2024 财年 Q4，公司营收表现 基本符合预期，单季营收落于此前营收指引区间内；然而，得益于营运费用管 控的有效执行，Q4 公司摊薄 EPS 实现了超预期增长，进而使得全年摊薄 EPS 超过此前指引区间上限的 4.09 美元/股。分业务来看，ISG 营收为 93.32 亿美 元，同比下降 6%，主要系受存储需求复苏滞后影响；CSG 营收为 117.15 亿 美元，同比下降 12%，主因系 PC 市场需求疲软。2024 财年 Q4，公司毛利率 为 23.8%，同比+0.8pct；净利率为 ...

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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Artificial intelligence (AI) has been a key sector within the stock market. Many investors have poured their capital into the top AI stocks to buy, but there is plenty of risk. The technology is innovative, but corporations have been rushing to mention artificial intelligence initiatives. Many investors have gobbled up those mentions, but not every AI initiative will pan out.Artificial intelligence can enhance a company. However, the technology is extremely unlikely to fix unprofitable companies or firms th ...

In today's video, I discuss recent updates impacting Dell Technologies (DELL -3.31%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of March 4, 2024. The video was published on March 5, 2024. ...