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Tag

AI Servers

3 articles

Research & Analysis19d ago

Super Micro's Pre-Earnings Rally Exposes AI Server Demand and NVIDIA Dependency Risk

SMCI shares rose 4 percent ahead of its Aug. 11 fiscal Q4 2026 report, as investors weigh a record $60 billion backlog and margin recovery against structural NVIDIA supply-chain risk.

Technology20d ago

Compal Targets 40 Percent AI Revenue Share With Global Manufacturing Push

The Taiwanese assembler's new Daxi plant and a Texas facility set for 2027 are central to a strategy to shift revenue away from PCs and toward AI server infrastructure.

Technology28d ago

Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind

Global AI server shipments are forecast to grow 31 percent in 2025, with nine North American cloud providers on track to spend $1.32 trillion on infrastructure by 2027.