3 Reasons Dell's Good News Is Even Better News for Super Micro Computer
DELLDell Technologies(DELL) The Motley Fool·2024-03-05 19:49

The artificial-intelligence revolution is in full swing, not only lighting a fire under the stocks of leading chipmakers like Nvidia, but also less well-regarded "commoditized" server-makers such as Super Micro Computer (SMCI 18.65%) and its "boring," "old tech" rival, Dell Technologies (DELL -2.25%).Of course, there was certainly nothing "boring" about Dell's 32% gain on Friday, March 1, to new all-time highs, following its fourth-quarter earnings report. No surprise: AI servers are leading the way, as man ...