Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group

Additional highlights from the 3Q 2025 Data Center Switch Front-end and Back-end Reports: ...
TMCnet

Data Center Capex Up 59 Percent on Continued AI Investment in 3Q 2025, According to Dell'Oro Group

Dell led all server OEMs in revenue, followed by HPE and Lenovo, gaining share on strong NVIDIA Blackwell shipments and a refreshed x86 portfolio, while white-box vendors captured the majority of ...
Zacks.com on MSN

APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?

Applied Digital APLD and Dell Technologies DELL are major players in the AI infrastructure space. While Applied Digital ...
AOL

Billionaire PC tycoon Michael Dell is riding the AI gold rush—and he says the party’s far from over even if eventually ‘there’ll be too many’ data centers

Michael Dell, who revolutionized the personal computer industry with Dell Technologies in the late ‘90s and is now the 10th richest person in the world, offered his take on the AI wave his company is ...

AI Accelerators Power Data Center IT Component to 40 Percent Growth in 3Q 2025, According to Dell'Oro Group

According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, global data center ...

Displaying items by tag: Data center capex

Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to broaden beyond ...