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: ...

Data Center Capex Up 59 Percent on Continued AI Investment 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, worldwide data ...
Zacks Investment Research 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 specializes in purpose-built data centres and high-performance computing ...

Has Dell’s AI Infrastructure Push Left Further Upside for Investors in 2025?

If you are wondering whether Dell Technologies still offers value after a strong run, or if most of the easy gains may already be behind it, this breakdown can help you assess whether the current ...

Dell: Undervalued So Long As The AI Push Remains In Place

Dell Technologies stands out as a relative value in the AI-driven data center capex cycle, despite recent share price ...
Morningstar

Dell AI Data Platform Advancements Unlock the Power of Enterprise Data to Accelerate AI Outcomes

Dell AI Data Platform advancements help customers break down data silos to unlock deeper business insights and accelerate AI outcomes Dell PowerScale and Dell ObjectScale, the Dell AI Data Platform’s ...
SiliconANGLE

Dell upgrades AI Data Platform with performance boosts

Dell Technologies Inc. today announced a slate of enhancements to its AI Data Platform with the aim of helping enterprises wrangle fragmented data and accelerate AI deployment. The updates include ...
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 ...

Data Center Services Market Intelligence Report 2025-2032: Rapid Proliferation of Edge Data Centers Driving the Industry at Double-Digit CAGR Over the Next 7 Years ...

The Data Center Services Market grew from USD 62.23 billion in 2024 to USD 68.39 billion in 2025, and is forecast to reach USD 136.05 billion by 2032 at a CAGR of 10.27%. This exp ...