Technology ❯ Artificial Intelligence ❯ AI Demand

Cloud Computing

Impact on Services Networking Equipment Microsoft Oracle Cloud Services Oracle Data Center Operations Hyperscalers Capital Expenditure Nvidia Enterprise Solutions

Dell Hits Record Share Prices After RBC Starts Coverage With $640 Target

Investor optimism centers on a roughly $95 billion AI‑server backlog that could force Dell to absorb higher costs as it turns orders into revenue.

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

Micron Lifted as Analysts See Q2 Memory Price Surge on AI Shortage

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion