Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/

#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

Dell's AI Server Orders Just Jumped 757%. Here's What's Actually Selling — and What It Means for Every Other PowerEdge

Dell's AI server revenue jumped 757% in one quarter. Here's the single product behind the boom — and what it means for every other PowerEdge.

BuySellRam

https://winbuzzer.com/2026/05/29/china-resources-eyes-ai-server-power-with-plp-strategy-xcxwbn/

Chinese semiconductor company China Resources Microelectronics is planning an AI server push using panel-level packaging.

çAI #CRMicro #AIServers #China #AIInfrastructure #AIChips #Semiconductors #ChinaI

SK hynix wants to stop AI memory from cooking itself with new iHBM cooling tech

https://fed.brid.gy/r/https://nerds.xyz/2026/05/sk-hynix-ihbm-ai-memory-cooling/

Lenovo just had its best year ever as AI PCs and servers fuel record growth

https://fed.brid.gy/r/https://nerds.xyz/2026/05/lenovo-ai-server-growth-2026/

Nvidia taps Montreal company to build AI servers in Canada
Nvidia, a major player in the development of artificial intelligence computing, has tapped a Montreal company to build AI servers in Canada.
#Canada #Economy #AI #ArtificialIntelligence
https://globalnews.ca/news/11771306/nvidia-ciara-technologies-hypertec-group/
Nvidia taps Montreal company to build AI servers in Canada
Nvidia, a major player in the development of artificial intelligence computing, has tapped a Montreal company to build AI servers in Canada.
#Canada #Economy #AI #ArtificialIntelligence
https://globalnews.ca/news/11771306/nvidia-ciara-technologies-hypertec-group/
Nvidia taps Montreal company to build AI servers in Canada
Nvidia, a major player in the development of artificial intelligence computing, has tapped a Montreal company to build AI servers in Canada.
#Canada #Economy #AI #ArtificialIntelligence
https://globalnews.ca/news/11771306/nvidia-ciara-technologies-hypertec-group/

Apple brings Mac mini production to Texas in major US manufacturing win

https://fed.brid.gy/r/https://nerds.xyz/2026/02/apple-mac-mini-texas-manufacturing/