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

Dell stated that its 30TB QLC drive lets customers store up to two petabytes of data within a 2U rack space, doubling the ...

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

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

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

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 ...

TrendForce notes a 12% increase in some 8GB DDR4 memory kits and an 8% rise in the cost of 16GB kits over the past week.

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

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

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

Memory chip prices surge 50% in Q1 2026 as AI demand exhausts supply. Micron, Samsung, SK Hynix sold out while laptop and ...