SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

The Growing Memory Tax on AI Infrastructure - Dell'Oro Group

0.85

www.delloro.com 2026-08-21

Dell CEO unveils new 'Dude, you’re getting a Dell (AI server rack)' video

0.75

tomshardware.com 2026-08-16

Dell CEO Michael Dell unveiled a humorous 2026 update to the iconic 'Dude, you’re getting a Dell' commercial series, featuring a crane-delivered AI server rack. While the ad is clearly satirical, it signals Dell’s strategic pivot toward enterprise AI infrastructure. The commercial highlights powerfu

Dell AI server CEO commercial artificial intelligence data center hardware marketing

Here are Friday's biggest analyst calls: Nvidia, Apple, SpaceX, SanDisk, JPMorgan, Dell, Wayfair, Micron & more - CNBC

0.75

www.cnbc.com 2026-08-14

On Friday, several prominent tech companies attracted significant analyst attention, with NVIDIA at the forefront. While the article does not detail specific ratings or price targets, NVIDIA's continued leadership in AI and graphics processing places it at the center of market interest. Additionally

Semiconductor Industry Analysis NVIDIA Apple SpaceX Micron Technology JPMorgan Dell Wayfair

Nvidia, Dell Back AI Cloud Startup Volta at $2.4 Billion Value - Bloomberg.com

0.92

www.bloomberg.com 2026-08-04

Nvidia, Dell Back AI Cloud Startup Volta at $2.4 Billion Value - Bloomberg.com

0.85

www.bloomberg.com 2026-08-04

Dell founder shows how a $100 billion empire started 42 years ago

0.65

tomshardware.com 2026-08-02

This article recounts the entrepreneurial journey of Michael Dell, founder of Dell Technologies, who started his company in 1984 from a dorm room at the University of Texas with just $1,000 in funding. Originally named PC's Limited, the venture quickly gained traction, generating over $134,000 in ne

Dell Technologies Founder Tech Startup Wealth Data Center Artificial Intelligence PC Manufacturing Corporate Transformation

After Micron's $18 Billion Deposits and Dell's Five-Year AI Deals, SK Hynix Says Customers Are Putting Ca - Benzinga

0.85

www.benzinga.com 2026-07-29

The semiconductor industry is experiencing a significant investment surge, with SK Hynix reporting increased AI chip investments from customers following Micron's $18 billion deposit announcement and Dell's five-year AI partnership. This trend reflects strong industry confidence in AI technology dev

Semiconductor Industry AI Chips Memory Chips Chip Manufacturing Tech Stocks Investment Trends Semiconductor Supply Chain Artificial Intelligence

Adell Harriman & Carpenter Inc. Cuts Stake in NVIDIA Corporation $NVDA - MarketBeat

0.92

news.google.com 2026-07-26

Here are Friday's biggest analyst calls of the day: Nvidia, SpaceX, Tesla, AMD, Intel, Dell, Apple, Meta & more - CNBC

0.85

www.cnbc.com 2026-07-24

CNBC's latest analyst focus highlights several major tech companies, with NVIDIA at the center of attention. As a leading GPU manufacturer, NVIDIA's continuous breakthroughs in artificial intelligence and data centers have made it a key growth driver in the eyes of analysts. While the article primar

Semiconductor Industry Analysis NVIDIA Analyst Ratings Tech Stock Trends AI Chips Semiconductor Manufacturing Company Earnings Market Forecast

Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers - Yahoo Finance

0.92

finance.yahoo.com 2026-07-23

Local AI clustering with Dell's Pro Max GB10 — connecting two Nvidia Grace Blackwell to scale out AI compute at home

0.92

tomshardware.com 2026-07-21

This article explores the feasibility of building high-performance AI computing clusters in local environments, particularly through the use of Dell Pro Max GB10 systems with NVIDIA Grace Blackwell GPUs. While individual local systems are constrained by memory capacity and hardware costs, clustering

Local AI NVIDIA GB10 Dell Pro Max AI Cluster Distributed Computing GPU Server RoCE Network RDMA

Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026? - The Motley Fool

0.85

www.fool.com 2026-07-18

AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today's Market - Barron's

0.75

www.barrons.com 2026-07-17

Dell (NYSE: DELL), Sandisk, And Micron (NASDAQ: MU) Lead AI Sell-Off As Apple And Google Shield Market Losses - foreignpolicyjournal.com

0.7

www.foreignpolicyjournal.com 2026-07-16

Futures: Indexes Rise As Titans Mask Dell, Micron, Sandisk Sell-Off - Investor's Business Daily

0.75