J.P. Morgan: AI Server Market
"The AI Server market is estimated to expand to $356bn in 2026 from $195 bn in 2025, implying +83% y/y growth, while the long-term CAGR from 2026 through 2030 is expected to track at +37%. With respect to customer types, Hyperscalers are expected to track to a CAGR of +28% from 2026 through 2030, while Enterprise and Rest of Cloud are expected to drive faster growth at +47% and +49% CAGRs, respectively, over the same period."AI Server Market Growth> Rapid Expansion: The total AI server market is projected to skyrocket from $14.7 billion in 2022 to $1.24 trillion by 2030.> Hyperscale Dominance: Hyperscalers are driving the vast majority of the demand, growing from $8.09 billion in 2022 to an estimated $611.6 billion in 2030.> Massive Peak Growth: The market saw its highest year-over-year percentage growth in 2024 at 211%, with steady, strong growth projected through the rest of the decade.Total Server Market Share > Nvidia's Surge: Nvidia's total market share expanded significantly from 18% in 2023 to 33% in 2025.> Competitor Stability: Major hardware vendors like Dell and Super Micro maintained or moderately increased their standing, with Dell holding 14% and Super Micro at 9% by 2025.AI Server Market Share by Vendor> Nvidia Leadership: Nvidia maintains dominance in dedicated AI servers, commanding 47% of the market in 2025 (down slightly from a peak of 58% in 2024 due to rising competition).> Gaining Competitors: Dell and Super Micro are prominent players in the AI server space, each holding an 11% market share as of 2025.
DELL 2X Long ETF
DLLL----
Share your thoughts
Write something you'd like to share with our community...
- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Texas A&M Selects $Dell Tech(DELL.US) Dell to Build Large-Scale AI and HPC Research Platform - $AMD(AMD.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ง๐๐๐ฆ selects ๐๐ฒ๐น๐น to design and build the ๐๐๐ก๐๐ง๐ platform.โค State-funded system will support ๐๐, ๐๐ฃ๐, and federally sponsored research.โค IGNITE is expected among higher educationโs largest ๐๐ ๐ ๐ ๐๐ฏ๐ฑ๐ฑ๐ซ deployments.โค Platform supports research across ๐ฒ๐ป๐ด๐ถ๐ป๐ฒ๐ฒ๐ฟ๐ถ๐ป๐ด, national security, and scientific discovery.โค Zero-trust controls will support projects with varying ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ requirements.โค System includes liquid-cooled ๐๐ฒ๐น๐น ๐ฃ๐ผ๐๐ฒ๐ฟ๐๐ฑ๐ด๐ฒ ๐ซ๐๐ต๐ณ๐ด๐ฑ๐ servers.โค ๐๐ ๐ ๐๐ป๐๐๐ถ๐ป๐ฐ๐ ๐ ๐๐ฏ๐ฑ๐ฑ๐ซ GPUs will accelerate AI and HPC workloads.โค ๐๐ฒ๐น๐น ๐ฃ๐ผ๐๐ฒ๐ฟ๐ฆ๐ฐ๐ฎ๐น๐ฒ storage will support large-scale research data access.โค Dell will deploy IGNITE at an ๐๐พ๐๐ถ๐ป๐ถ๐ Dallas data center.โค Platform expands access for ๐๐๐๐ฑ๐ฒ๐ป๐๐, researchers, and external collaborators.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฟ. ๐ฅ๐ผ๐ฏ๐ฒ๐ฟ๐ ๐. ๐๐ถ๐๐ต๐ผ๐ฝ, Vice Chancellor and Dean, Texas A&M Engineering:"As a research organization with more than a century of experience supporting federal agencies, industry and academia, we are constantly evolving to meet the needs of the programs we serve. This platform weโre building with Dell Technologies expands what we can take on โ supporting increasingly complex, secure research for years to come. It aligns technology investment to long-term institutional priorities while positioning TEES to support the research programs that matter most to the nation."๐๐ฟ. ๐ฉ๐ถ๐ป๐ฐ๐ฒ ๐๐ฒ๐น๐น๐ฒ๐ป, Chief Information Officer, The Texas A&M University System:"The future of research depends on providing researchers and students with access to the right technologies, the right expertise and the freedom to innovate. IGNITE advances The Texas A&M University Systemโs commitment to expanding access to next-generation computing environments that support AI-driven research, high-performance workloads and emerging technologies. Through collaboration with industry leaders such as Dell Technologies, AMD and Equinix, we are building a flexible and scalable platform that accelerates discovery, strengthens workforce development and creates new opportunities for partnership across academia, government and industry."๐๐ฟ๐ฎ๐ป ๐๐ผ๐ด๐น๐ฒ, Senior Vice President, Higher Education and Healthcare, Dell Technologies:"Universities like Texas A&M are at the center of research that shapes national security, economic growth and scientific discovery. IGNITE gives TEES the AI and compute foundation to compete for the next generation of federal and state research programs - with security controls that keep sensitive data protected without limiting access for the researchers and collaborators who need it. That's the kind of partnership, from architecture and design to managed services, that defines how Dell works with leading research universities."๐ง๐ต๐ผ๐บ๐ฎ๐ ๐ญ๐ฎ๐ฐ๐ต๐ฎ๐ฟ๐ถ๐ฎ, Senior Vice President, Strategic Technical Partnerships and Public Policy, AMD:โAs research grows more complex, institutions need infrastructure that can support both AI and traditional high-performance computing. Powered by AMD Instinctโข GPUs, IGNITE will provide a flexible platform for both large-scale AI training and traditional HPC workloads, enabling researchers to accelerate discovery across engineering, national security and scientific research.โ๐๐ฒ๐๐ถ๐ป ๐ง๐ต๐ฎ๐บ๐ฒ๐, Vice President, Americas Partner Ecosystem, Equinix:"Modern research environments generate and depend on massive volumes of data, requiring secure, sovereign and scalable infrastructure that can support advanced computing workloads. Through our collaboration with Dell Technologies, Equinix will provide the resilient connectivity, ecosystem and secure data center foundation needed to support IGNITE's growth, helping enable groundbreaking research and innovation across industry, government and academic communities." - A
$Super Micro Computer(SMCI.US)
Woah.SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%.They just came out after hours and said they are increasing their guide for gross margins to now 15-17%. Even during 2024-2025, their gross margins went from 11-13%. How does a commodity server rack provider double their margins in the past 90 days? If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $Super Micro Computer(SMCI.US) can gain leverage, then other AI names can as well, which is part of the reason that competitors like $Dell Tech(DELL.US) and $Hewlett Packard Enterprise(HPE.US) are up after hours. Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins. $Super Micro Computer(SMCI.US) +15%Source: amit
- F
โข Earnings season reveals a significant divide in the tech sector, with winners and losers emerging.
โข IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. โข Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. โข PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. โข Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. โข June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. โข New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns. - F
If you missed $Dell Tech(DELL.US) in 200's, $Micron Tech(MU.US) in 400's, then I think $Meta Platforms(META.US) is at those levels right now. $Microsoft(MSFT.US) as well but since its more saturated and has OpenAI liabiltiies, I will go with Meta as the best Growth + Fundamentals idea. All we need is a weekly close above last week. We have a party on!
- M
๐ Watchlist for tomorrow (Not Financial Advice)
$ASML(ASML.US) $CloudFlare(NET.US) $NVIDIA(NVDA.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $Genco Shipping & Trading(GNK.US) $CCC Intelligent Solutions(CCC.US) $Torm(TRMD.US) $Larimar Therapeutics(LRMR.US) $KRKNF๐ See pinned tweet for how I use my WL
- N
Chip and memory stocks recovered last night with AMD & WD leading the way. Trump's call to go and buy a Dell computer worked magic once more as the stock soared 7%. Overall stock market edged higher but the last 2 times it reached this resistance, a pullback ensued. Let's see whether this rise can hold this time round.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Samsung Rewrites the Record Book
Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...
- A
Supply chain signals have been disrupted and are causing anxiety about the peak season 3rd quarter media report, noting this year seems โvolatile and treacherousโ due to price hikes, shortages of key components โ including memory, demand for early delivery by end clients (pull-in), and less predictable consumer demand. The biggest factor is strong 1st & 2nd quarter demand โ and hoarding โ by consumer electronics firms, which could slow in the 2nd half. Order visibility through end-2026 and 1st half 2027 will be a key sign to watch. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) #semiconductors
Source: Dan Nystedt
- F
The best ideas from the scanner this morning: $Victorias Secret(VSXY.US), $Liquidia Tech(LQDA.US), $Intel(INTC.US), $Dell Tech(DELL.US) & $Micron Tech(MU.US). All of them are in strong uptrend and gave a low volume pull back. Bookmark it if you want to find entries in the quality names in the first one hour of market.
- H
$Dell Tech(DELL.US) | GF Securities ๐๐จ๐ฐ๐ง๐ ๐ซ๐๐๐๐ฌ ๐๐๐ฅ๐ฅ ๐ญ๐จ ๐๐จ๐ฅ๐ on ๐ฎ๐ง๐๐จ๐ฆ๐ฉ๐๐ฅ๐ฅ๐ข๐ง๐ ๐ซ๐ข๐ฌ๐ค-๐ซ๐๐ฐ๐๐ซ๐
Analyst sees limited upside due to high expectations and long-term risks from competitors and customers potentially shifting to ODM-direct models.
- H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Morgan Stanley Says Kioxia Signals Storage Industry "Supercycle" - $Micron Tech(MU.US) $Sandisk(SNDK.US) $Apple(AAPL.US) $Dell Tech(DELL.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ซ๐ ๐๐ง ๐๐ญ๐๐ง๐ฅ๐๐ฒ says Kioxia's results signal an accelerating ๐ฌ๐ญ๐จ๐ซ๐๐ ๐ ๐ฌ๐ฎ๐ฉ๐๐ซ๐๐ฒ๐๐ฅ๐.โค ๐๐ฉ๐ฉ๐ฅ๐ revenue to Kioxia surged ๐๐% YoY to ๐๐๐ ๐๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Apple's growth outpaced Kioxia's ๐๐% revenue growth, suggesting ๐ฉ๐ซ๐๐๐ฆ๐ฉ๐ญ๐ข๐ฏ๐ ๐ฌ๐ญ๐จ๐๐ค๐ฉ๐ข๐ฅ๐ข๐ง๐ .โค Kioxia significantly increased ๐ซ๐๐ฐ-๐ฆ๐๐ญ๐๐ซ๐ข๐๐ฅ inventories, primarily to secure DRAM for SSD production.โค Total inventory rose to ๐๐๐ ๐๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง from ๐๐๐ ๐๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Capital spending shifted from ๐๐๐๐ญ๐จ๐ซ๐ฒ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ข๐จ๐ง to BiCS-8 production equipment.โค FY3/27 capital expenditure is planned at ๐๐๐ ๐๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง, up ๐๐๐ ๐๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง YoY.โค Morgan Stanley maintained an ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ rating with a ๐๐๐ ๐๐๐,๐๐๐ price target.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Stockpiling by customers and suppliers signals expectations of ๐ก๐ข๐ ๐ก๐๐ซ ๐ฆ๐๐ฆ๐จ๐ซ๐ฒ ๐ฉ๐ซ๐ข๐๐๐ฌ.โค AI demand and next-generation NAND investments could extend the ๐ฆ๐๐ฆ๐จ๐ซ๐ฒ ๐ฎ๐ฉ๐๐ฒ๐๐ฅ๐.โค Kioxia's expansion may benefit the broader ๐๐๐๐ and semiconductor supply chain.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Kioxia's results point to an accelerating storage supercycle, with AI-driven demand and strong free cash flow expected to support the stock." โ ๐๐จ๐ซ๐ ๐๐ง ๐๐ญ๐๐ง๐ฅ๐๐ฒ.โค "Apple's order growth and Kioxia's higher raw-material inventories indicate broad supply-chain stockpiling ahead of anticipated memory price increases." โ ๐๐จ๐ซ๐ ๐๐ง ๐๐ญ๐๐ง๐ฅ๐๐ฒ.
- F
$Bloom Energy(BE.US) I gave many updates on this name. This is one of the angriest stocks especially on pull backs. Technicals could stop you out many times but those rose through the Ashes every single time.
PT: 380, 400 & 430. $Dell Tech(DELL.US) play book on technicals.
- F
How $Dell Tech(DELL.US) transformed from a dying PC maker into a $120B AI powerhouse. The comeback story nobody saw coming ๐งต
- M
38 years ago today, Michael Dell took his company public at $8.50/share out of a dorm room
$1,000 at that IPO was worth $645,880 by 2000Here's the full arc:โข 1984: Starts building and selling computers from his dorm room at UT Austin with $1,000โข 1988: IPO at $8.50/share. Company worth $85 millionโข 1989: Ships his first laptopโข 1992: Youngest Fortune 500 CEO at 27โข 2001: Becomes the #1 computer provider in the worldโข 2004: Steps down as CEO. Returns 3 years later.โข 2013: Takes the company private for $24.4 billionโข 2016: Acquires EMC for $67 billion. Biggest tech acquisition ever at the timeโข 2018: Goes public againโข 2026: Trump tells America to "go out and buy a Dell." Stock up 255% since
- H
๐ข ๐๐๐๐ ๐๐: Dell Unveils PowerEdge XE8812 AI Server With NVIDIA Vera Rubin Architecture - $Dell Tech(DELL.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ฅ๐ฅ launched the ๐๐จ๐ฐ๐๐ซ๐๐๐ ๐ ๐๐๐๐๐๐ server for AI and HPC workloads.โค The system features ๐๐๐๐๐๐ ๐๐๐ซ๐ ๐๐ฎ๐๐ข๐ง ๐๐๐๐ architecture and liquid cooling.โค XE8812 scales to ๐๐๐ ๐๐๐๐ฌ per rack within the Dell PowerRack 9100.โค CPU cores increase to ๐๐๐ from ๐๐๐ in the prior-generation platform.โค The server delivers ๐๐% more memory per socket and GPU memory.โค Built on the ๐๐๐ฏ๐ open standard and supports ๐๐๐๐ค๐+ power capacity.โค Dell expects ๐ ๐ฅ๐จ๐๐๐ฅ ๐๐ฏ๐๐ข๐ฅ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ in early 2027.โค NERSC's ๐๐จ๐ฎ๐๐ง๐ supercomputer will use XE8812 servers and NVIDIA Quantum-X800.โค InstaDeep's ๐๐ฒ๐๐๐ซ cluster delivers approximately ๐.๐ ๐๐ฑ๐๐ ๐๐๐๐ฌ using Dell-NVIDIA infrastructure.โค Dell says more than ๐,๐๐๐ customers have deployed ๐๐๐ฅ๐ฅ ๐๐ ๐ ๐๐๐ญ๐จ๐ซ๐ฒ globally.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค New system targets growing demand for ๐ฅ๐๐ซ๐ ๐-๐ฌ๐๐๐ฅ๐ AI training and inference.โค Vera Rubin adoption positions Dell for the next generation of ๐๐ ๐ข๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐ spending.โค Expanding AI Factory deployments strengthen Dell's presence in the ๐๐ ๐ฌ๐๐ซ๐ฏ๐๐ซ market. - A
Nvidia Vera Rubin-based AI data centers cost US$47 billion per 1GW (gigawatt) data center holding 3,557 server racks โ $9.1M each โ with an annual $1.3B electric bill and hardware depreciation 6x higher than power costs, said Young Liu, chairman of Foxconn, the worldโs biggest AI server maker, in a speech. 1/3 $NVIDIA(NVDA.US) #Foxconn $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $Dell Tech(DELL.US) $Hewlett Packard Enterprise(HPE.US) $Super Micro Computer(SMCI.US)
Source: Dan Nystedt
- F
$Dell Tech(DELL.US) is going to be case-study. As it stands right now, fundamentals are extremely good and actually undervalued relative to the AI names. The fundamentals are exceptional for a company that ran up 3x in one year.
PT1: 500
- F
$Dell Tech(DELL.US) I din't want todays candle but if market listens to everything we say, what is it that we do? With todays low as stop, this is a high R/R.
PT: 470+, you heard that right.
- F
โข $Apple(AAPL.US) is expected to reintroduce a new version of Siri at WWDC 2026.
โข $Dell Tech(DELL.US)'s new XPS 14 laptop has received positive reviews for its performance and build quality. โข Grand Theft Auto VI's release is causing a logjam of major game releases in the fall. $Take-Two Interactive Software(TTWO.US)
