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X @Bloomberg
Bloomberg· 2026-03-01 23:02
Lenovo revealed several new proof-of-concept prototypes, including a “modular” laptop with two displays and detachable ports, along with a portable gaming device featuring a folding display https://t.co/IL4BsoP4UJ ...
ThinkBook Modular AI PC concept
The Verge· 2026-03-01 23:01
Lenovo's new modular Thinkbook concept has swappable ports like framework laptops, which is really cool, but it's also modular in other ways, ways you might not expect. This 14-in productivity laptop has a whole other 14-in screen hanging on the back of its lid. You can use it as a touchcreen while it's closed, or use it as an outward-facing second screen for sharing a presentation.But things get even funkier when you remove it from its magnetic mount. Then you can mount it on a hidden kickstand in front of ...
Lenovo's YogaBook Pro 3D concept. Calling 3D artists, is this something you’d use?
The Verge· 2026-03-01 23:01
Enter the Yoga Book Pro 3D concept. It's a chunky concept laptop with dual tandem displays, and it's designed for 3D artists. The top panel uses head and eye tracking for glasses free 3D viewing.You can't really tell on video, but the display on top is actually making this art like stick out and pop. And it also tracks your hands so you can grab and turn a model in 3D space. The bottom OLED is a regular touchcreen that you can drop these cute little cutout pads onto, activating custom tools like a rotary di ...
Prediction: This AI Stock Will Be Worth More Than AMD by the End of 2026
The Motley Fool· 2026-02-27 08:45
AMD stock may remain under pressure this year despite its robust growth.Shares of Advanced Micro Devices (AMD 3.45%) performed impressively over the past year, rising a healthy 95% as compared to the 65% gains clocked by the PHLX Semiconductor Sector index over this period.However, the semiconductor stock has been under pressure in 2026. AMD is underperforming the broader index, losing 5% of its value so far this year. The poor performance seems a tad surprising given that AMD delivered a solid set of resul ...
Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand
Reuters· 2026-02-26 21:09
Core Insights - Dell forecasts fiscal 2027 revenue to be between $138 billion and $142 billion, exceeding Wall Street's average estimate of $125.54 billion, driven by increasing demand for AI-optimized servers [4][5] - The company anticipates AI server revenue to grow by 103% to approximately $50 billion in fiscal 2027 [3][7] - Dell's shares rose about 6% in extended trading following the revenue forecast announcement [1] Financial Performance - Dell reported record revenue of $33.4 billion in the fourth quarter, surpassing estimates of $31.73 billion [6] - The adjusted earnings per share (EPS) for the fourth quarter was $3.89, exceeding the expected $3.53 [6] - Revenue from the infrastructure solutions group, which includes storage, software, and server offerings, increased by 73% to $19.60 billion, while the client solutions group revenue rose by 14% to $13.49 billion [6] Market Dynamics - Major tech firms, including Alphabet, Microsoft, Amazon, and Meta, are projected to invest at least $630 billion in AI infrastructure this year, which will enhance demand for vendors like Dell [2] - Rising memory chip costs and U.S. trade regulations have led Dell and HP to implement price increases to mitigate cost pressures [3] - Dell has over 4,000 AI server customers, including notable companies like Elon Musk's xAI and CoreWeave [4][7]
Digital Realty Expands Innovation Lab Network to Singapore and Japan to Accelerate AI and Hybrid Cloud Implementation
Globenewswire· 2026-02-25 02:00
Asia Pacific will provide real-world environments for customers and partners to test and optimize next generation infrastructure SINGAPORE, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced the expansion of its Digital Realty Innovation Lab (DRIL) into Singapore and Japan. This marks the first expansion of the company’s global DRIL network into Asia Pacific, following the successful launch of the inaugural DRIL ...
HP warns US trade regulations, memory chip costs to weigh on annual forecasts
Reuters· 2026-02-24 21:24
Core Viewpoint - HP Inc. anticipates fiscal 2026 results to be at the low end of its forecasts due to U.S. trade regulations and rising memory chip costs, leading to a 3.6% decline in its shares during extended trading [1] Financial Performance - HP's first-quarter revenue increased by 6.9% to $14.44 billion, surpassing analysts' average estimate of $13.94 billion [1] - The adjusted profit per share for the quarter ended January 31 was 81 cents, exceeding estimates of 76 cents [1] - Revenue from the personal systems unit, which includes consumer and commercial PCs, grew by 11% to $10.25 billion [1] - Revenue in the printing segment fell by 2% to $4.19 billion [1] Market Outlook - HP's CFO indicated that the company expects results to be closer to the low end of its range due to increasing memory costs [1] - Preliminary data from IDC suggests a low double-digit decline in unit shipments for smartphones and personal computers in 2026 [1] - Global PC spending is projected to rise to $219.57 billion by 2027 [1] Strategic Adjustments - HP, similar to peers like Dell, has implemented supply chain adjustments and price increases to mitigate the impact of fluctuating tariffs and rising memory chip prices [1] - The company is benefiting from the growing adoption of AI-powered personal computers and the ongoing Windows 11 upgrade cycle [1]
IT 硬件-无风不起浪:10 个存储器常见问题与非周期业绩预览-IT Hardware-Where There's Smoke… 10 Memory FAQs & Off-Cycle Earnings Preview
2026-02-24 14:18
February 17, 2026 09:05 PM GMT IT Hardware | North America Where There's Smoke… 10 Memory FAQs & Off-Cycle Earnings Preview M Our Hardware Industry downgrade and memory price inflation concerns have prompted several investor questions, which we address in this report. All told, recent earnings results reinforce our conviction in our Cautionary thesis, setting up a challenging off-cycle earnings week ahead. Key Takeaways We are gaining conviction in our cautionary memory thesis...here's the supporting eviden ...
X @The Wall Street Journal
Nvidia chips for laptop computers are set to hit the market this year in products from Dell, Lenovo and others https://t.co/JjiBHGci6R ...
Chinese Stocks Can't Wait for Holiday Break, Except Zhipu | The China Show 2/13/2026
Bloomberg Television· 2026-02-13 07:12
It's 9 a. m. in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show.I'm Annabel Trawlers with David Inglis. Good morning. We're counting down to the open at markets in Greater China.Let's get to your top stories today. Stocks across the Asia-Pacific tracking the the drop that we had a sharp drop. Let me just underscore that point here on Wall Street as the scare trade takes hold.But three in tech stocks are cushioning the blow here amid warnings of a supply shortage in memory chips mad ...