Kioxia and Dell cram nearly 10PB of flash storage into a single 2U server

https://fed.brid.gy/r/https://nerds.xyz/2026/05/kioxia-dell-9-8pb-flash-storage-server/

US Top News and Analysis | Dell has been on fire this year. Why UBS is downgrading the PC maker

AI generated summary, Read the full article for complete information.

UBS downgraded Dell Technologies to “neutral” from “buy,” raising its price target to $243 (up from $167) and forecasting roughly a 7% downside from the recent close. The bank’s analyst, David Vogt, said the surge in AI‑driven server demand is now largely priced in, making the risk‑reward balance more even despite Dell’s strong execution over the past year. Dell’s stock has risen 172% over the last 12 months—far outpacing the S&P 500’s 31% gain—and its AI server business generated $13 billion in revenue in the first quarter of fiscal 2027. While UBS expects future AI orders to shift toward Dell, it cautions that Dell’s capital‑expenditure growth may lag that of hyperscalers like Meta, Google, Amazon, and Microsoft. The downgrade runs counter to the broader analyst consensus, with 20 of 28 covering analysts rating the stock as a buy or strong buy.

Read more: https://www.cnbc.com/2026/05/11/dell-has-been-on-fire-this-year-why-ubs-is-downgrading-the-pc-maker.html

#Dell #UBS #DellTechnologies #Anthropic #OpenAI #ChatGPT #DavidVogt #LSEG #SP500 #

US Top News and Analysis | Top Wall Street analysts are bullish on these 3 stocks for the long haul

AI generated summary, Read the full article for complete information.

Long‑term investors should look past the market turbulence caused by Middle‑East conflict and focus on AI‑driven opportunities, according to CNBC’s TipRanks roundup. Wall Street’s top analysts spotlight three stocks: Lumentum Holdings (LITE), whose optical and photonic components for AI data‑centers have earned JPMorgan’s Samik Chatterjee a “buy” rating and an upgraded price target of $950, with EPS projected to rise above $36 by 2028; Broadcom (AVGO), boosted by a multi‑year AI‑compute deal with Meta and other partnerships, prompting Benchmark’s Cody Acree to keep a “buy” stance and set a $485 target as the company eyes over $100 billion in AI‑chip revenue by fiscal 2027; and Dell Technologies (DELL), which stands to capture a larger share of the AI‑server market as Mizuho’s Vijay Rakesh raises his price target to $215, citing Dell’s scale, balance sheet and supply‑chain advantages that could lift its AI‑server share from 19 % in 2025 to 25 % by 2029.

Read more: https://www.cnbc.com/2026/04/19/top-analysts-are-bullish-on-these-3-stocks-for-the-long-haul.html

#LumentumHoldings #Broadcom #DellTechnologies #SamikChatterjee #CodyAcree #VijayRakesh

AI generated summary, Read the full article for complete information.

Just as the enterprise is wrapping its mind around #scalingAI in data centers, another seismic shift is emerging on the outskirts of corporate networks.

I'm talking about #edgeAI and #physicalAI. Over the last two months, companies ranging from #NVIDIA to #AT&T, #BoozAllenHamilton, #Cisco, #Comcast, #DellTechnologies, #Dynatrace, #HPE and #PersonalAI have been quietly laying the groundwork for the next generation of the internet and #mobilecomputing infrastructure, and the next generation of enterprise applications that run on them, according to industry watchers.

I spent the last few weeks having heady conversations with industry experts about what the next three to five years will hold for #AI cellular networks, robots, mobile phones, and of course, enterprise businesses.

Kicker quote from Bill Vass of Booz Allen:

"When I was at the Pentagon, we commercialized GPS, and I remember telling people that everyone will have a laptop screen in their car. They thought I was crazy, but I never thought about Lyft and Uber and DoorDash -- it's very hard to know, when you enable a capability, how people will use it."

Read the full story here: https://www.techtarget.com/searchitoperations/news/366641741/Edge-and-physical-AI-poised-to-upend-enterprise-networks

yahoo news | Elizabeth Warren Slams Big Tech–Heavy AI Council As Lisa Su, Michael Dell, Other...

President Donald Trump’s latest round of appointments to the President’s Council of Advisors on Science and Technology (PCAST) has drawn enthusiastic praise from a slew of high‑profile tech leaders. Advanced Micro Devices CEO Lisa Su said she was “honored to be nominated” and looked forward to advancing U.S. technology leadership, while Dell Technologies founder Michael Dell called it a “privilege” to help ensure America leads in the “Golden Age of Innovation.” The council, co‑chaired by venture capitalist David Sacks and former White House technology adviser Michael Kratsios, also includes Nvidia’s Jensen Huang, Meta’s Mark Zuckerberg, Oracle’s Larry Ellison and Alphabet co‑founder Sergey Brin, among others.

The new wave of members reflects a distinctly corporate‑centric composition, with several CEOs posting gratitude on X (formerly Twitter) alongside promises to drive AI and emerging‑technology policy. Sacks highlighted his appointment as a chance to shape science policy, and Kratos emphasized PCAST’s historic role—originating under FDR—to bring America’s brightest minds to the President. The roster further features venture capitalist Marc Andreessen and other executives, underscoring the administration’s focus on industry expertise in steering the nation’s AI strategy.

Not everyone welcomed the shift. Senator Elizabeth Warren (D‑MA) criticized the council as a departure from tradition, arguing that “only money gets a seat at the table.” She pointed out that advisory bodies have historically drawn from leading scientists and academics rather than corporate executives, noting that several of the appointees’ companies have contributed heavily to Trump’s inauguration fund and political action committees. Warren’s remarks highlighted concerns that the influence of big‑tech money could outweigh scientific independence in shaping national policy.

Read more: https://www.yahoo.com/news/articles/elizabeth-warren-slams-big-tech-003111684.html?fr=sycsrp_catchall

#elizabethwarren #bigtech #pcast #advancedmicrodevices #delltechnologies

Welcome Dell to the Blender Development Fund as Corporate Gold sponsor, supported by NVIDIA!

This enables general Blender development, with the goal of continuously improving content creation tools that will benefit the entire community.

https://fund.blender.org

#b3d #DevFund #delltech #Delltechnologies #NVIDIA