Dell, HP, and Super Micro Computer ... customers of server OEMs, industry standards provide a lock-in effect and allow companies to build moats, and branding allows for price and component ...

That has boosted demand for Dell and its rivals including Super Micro Computer (SMCI.O), opens new tab. Dell forecast $15 billion in annual revenue from AI server shipments, 53% higher than the $9 ...

Artificial intelligence server company Super Micro Computer, Inc.’s SMCI stock has ... Super Micro with a Neutral and raised the price target from $24 to $40. JP Morgan analyst Samik ...

Analysts stay mixed on Super Micro, citing AI server delays and margin pressures ... now 60% off for Memorial Day. Super Micro Computer SMCI stock price dropped on Wednesday after the company ...