Dell Rides AI Server Boom – but Storage Still Stuck in the Slow Lane – Blocks and Files

HPE Q2 solid due to AI demand, hybrid cloud

By Larry DignanHewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud. The company reported a second quarter net loss of 82 cents a share due to a goodwill write down. HPE reported second quarter non-GAAP earnings of 38 cents a share on revenue of $7.6 billion, up 6% from a year ago. Wall Street was expecting HPE to report second quarter earnings of 33 cents a…

Dell Reports Strong Q1 FY26 on Surging AI Server Demand - HostingJournalist.com

Dell Technologies has delivered a solid start to its fiscal year 2026, reporting a notable increase in revenue and operating income during its first quarter, underpinned by record demand for its AI-optimized server infrastructure. The company posted $23.4 billion in revenue, up 5% year over year, with significant gains in its Infrastructure Solutions Group (ISG), which includes servers, networking, and storage – critical pillars supporting the g…

Dell rides AI server boom – but storage still stuck in the slow lane – Blocks and Files

Demand for AI servers is driving up Dell revenues, but storage is the poor relation, waiting for the unstructured data surge the evangelists say is coming. Vice-chairman and COO Jeff Clarke stated: “We achieved first-quarter record servers and networking revenue of $6.3 billion, and we’re experiencing unprecedented demand for our AI-optimized servers. We generated $12.1 […]