By Piero Cingari
Publication Date: 2026-06-03 13:27:00
But a quieter trend has emerged. during the last month.
Some of the stock market’s biggest winners have been a group of former technology titans of the 1990s, once associated with PCs, networking equipment and enterprise hardware.
The common denominator is the artificial intelligence infrastructure.
Dell showed how quickly demand is getting worse
The market’s sudden enthusiasm for Dell and HPE stems from a simple realization: building AI requires much more than chips.
Think of the rise of artificial intelligence as a new kind of factory. the chips Nvidia Corp. (NASDAQ:NVDA) They are the engines. But a motor alone does not move anything.
You need chassis, wiring, cooling and power supply. In the data center, those are the servers, storage and networks that Dell, Hewlett Packard Enterprise and Cisco build.
Dell’s latest earnings report offers one of the clearest examples.
Dell reported AI server revenue of $16.1 billion last quarter, up 757% from a year earlier, along with $24.4 billion…
