xAI could sign a $5 billion deal with Dell for thousands of servers with Nvidia's GB200 Blackwell AI GPU accelerators
Dell is close to securing a $5 billion AI server deal with Elon Musk’s xAI The servers, featuring Nvidia GB200 chips, may support xAI’s supercomputer Analysts predict Dell’s AI server revenue could hit $14 billion by 2026 We recently reported HPE had beaten Supermicro and Dell Technologies to win a $1 billion contract to supply servers optimized for AI work to Elon Musk’s X,
Nvidia’s AI boom brings riches to its partners — at a cost
Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.
Singapore Probes Potential Fraud in Nvidia AI Chip Shipments
Singapore is probing whether Dell Technologies Inc. and Super Micro Computer Inc. servers shipped to Malaysia housed Nvidia Corp. chips barred from China, an investigation that highlights the role of middlemen in funneling high-end semiconductors.
Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.
Nvidia, Broadcom, and Other Chip Stocks Drop Thursday as AI Trade Falters
Uncertainty about the impact of new U.S. tariffs weighed on stocks, along with worries about tightening chip export curbs, and competition from China as Alibaba unveiled its latest AI reasoning model, which it said rivals offerings from DeepSeek and ChatGPT maker OpenAI. Alibaba shares climbed about 1%.
US servers in Singapore fraud case may contain Nvidia chips, minister says
Servers used in a fraud case that Singapore announced last week were supplied by U.S. firms and may have contained Nvidia's advanced chips, a government minister said on Monday.
Nvidia and Super Micro Computer stock plunge as a new probe over China raises concerns about tighter scrutiny
Super Micro Computer (SMCI), and Dell (DELL) shares plunged Monday after Singapore said it’s investigating whether servers shipped to Malaysia containing chips barred from China ended up in the mainland.
Singapore arrests alleged Nvidia chip smugglers
On Thursday, Singaporean police arrested three men for allegedly smuggling Nvidia chips, Channel News Asia reported. The men, two Singaporeans and one Chinese citizen, were charged with fraud over a supply of servers.
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NVIDIA AI servers used in Singapore allegedly using banned AI GPUs smuggled through Malaysia
Dell is investigating whether Dell and Super Micro servers shipped to Malaysia had NVIDIA AI GPUs that were banned from China, new scandal.
Nvidia’s AI boom brings riches to partners like Dell, at a cost
Dell’s dilemma is playing out for the largest US server makers as they navigate the artificial intelligence boom. Though technology from Nvidia Corp. has brought a sales surge to Dell, Hewlett Packard Enterprise Co.