Dell Technologies remains a leading AI hardware contender, but faces margin pressures from memory. Read the latest analysis ...

The surging demand for memory has contributed to what the technology research firm IDC calls “an unprecedented memory chip ...

There’s a Dell PowerEdge rack, modular or tower server that’s perfect for virtually every organisation. If you need an ...

Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western ...

Dell remains a clear AI beneficiary, with robust AI server demand driving strong order and backlog growth. Read why I ...

Barclays has upgraded Dell Technologies (NYSE:DELL) to Overweight (OW) from Equal Weight amid growing confidence in the company’s position across AI servers as well as improving opportunities in ...

Barclays and Goldman Sachs both urged investors to buy the shares, citing AI server demand, expense discipline, and ...

AI-driven memory shortages are boosting suppliers while rising costs weigh on hardware makers' margins and outlooks.

Dell Technologies cemented its position as a major AI player with changes across its PC, server, and storage lines in 2025, ...

Omdia is expecting memory shortages to impact PC sales in 2026, with OEMs likely to focus on high-end devices as a result of ...

The pricing pressure extends beyond memory chips. Storage components have also seen significant cost inflation, with ...