Sources
Holger Müller #EnterpriseAccelerationICYMI - .@Dell’s stock moves higher on strong AI server demand and bullish revenue outlook https://t.co/Vuh0QiGsvd @SiliconANGLE @Mike_Wheatley “It’s easy to see that’s the case, for server and networking revenue increased more than 16%, while...” #Earnings https://t.co/ttpBBQAtik
Holger Müller #EnterpriseAccelerationICYMI - Chipmaker @MarvellTech delivers to expectations but its stock declines after-hours https://t.co/hJdaPR021c @SiliconANGLE @Mike_Wheatley “Marvell is showing Wall Street that there’s room for more than Nvidia at the AI party, with impressive growth fueled...” - @holgermu https://t.co/hfX9gV6tYN
Holger Müller #EnterpriseAcceleration.@DellTech continues to ride AI infrastructure wave with strong Q1 https://t.co/GdPyMefchT Jeff Clarke said the company saw strong AI demand. "We're experiencing unprecedented demand for our AI-optimized servers. We generated $12.1 billion in AI orders this… #Earnings https://t.co/Z6BOC6CRqV
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