Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers, a first; HP and Dell are qualifying DRAM products from CXMT
TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …
Sources: Dell alerts customers to 15-20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026
Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze.
Dell, HP, and other tech companies are warning of potential memory-chip supply shortages in the coming year due to demand from the buildout of AI infrastructure
Bloomberg :
Dell says it now expects 7% to 9% annual revenue growth, up from its prior forecast of 3% to 4%, citing demand for compute, storage, and networking to deploy AI
Annie Palmer / CNBC :
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Trade data analysis: Mumbai-based Shreya Life Sciences exported 1,111 Dell PowerEdge XE9680 servers with AI chips, worth $300M+, to Russia from April to August
Trade-tracking data show that the Indian firm is selling top-end Dell servers optimized for artificial intelligence to Russia.
Analysis: 10 Chinese entities acquired advanced Nvidia chips embedded in Supermicro, Dell, and Gigabyte products between November 20, 2023 and February 28, 2024
Chinese universities and research institutes recently obtained high-end Nvidia (NVDA.O) artificial intelligence chips through resellers …
Sources: Dell, HP, and other US tech firms have asked their Taiwanese suppliers to boost production of AI-related hardware in Mexico to reduce reliance on China
Wall Street Journal :
Sources: Dell, HP, and other US tech firms have asked their Taiwanese suppliers to boost production of AI-related hardware in Mexico to reduce reliance on China
Taiwan-based contract manufacturers step up investment south of the U.S. border for American clients Forums: Hacker News Forums: Hacker News : U.S. Tech Giants Turn to Mexico to Make AI Gear, Spurning...
As AWS, Azure, Google Cloud, and other cloud providers face pressure to meet AI demand, Dell, Qualcomm, and other on-premises hardware providers see an opening
Traditional cloud infrastructure wasn't designed to support large-scale artificial intelligence. Hyperscalers are quickly working to rebuild it.