Look out, Super Micro investors, as Dell is starting to cement itself as a major player in artificial intelligence in the computer-server and storage market. The company’s shares surged 19% in after-hours trading, as Chief Operating Officer Jeff Clarke and Chief Financial Officer Yvonne McGill spent much of their time on the earnings call answering …
Intel Corp.’s disappointing forecast for the first quarter includes another anticipated double-digit decline in the company’s data-center business, as the chip maker has yet to capitalize on its AI opportunity. Since its third-quarter earnings, Intel’s stock INTC, +0.94% has surged about 50%, in part due to the potential of providing chips for artificial intelligence. One …
This year’s artificial-intelligence boom turned the landscape of the semiconductor industry on its head, elevating Nvidia Corp. as the new king of U.S. chip companies — and putting more pressure on the newly crowned company for the year ahead. Intel Corp. INTC , which had long been the No. 1 chip maker in the U.S., …