Two analysts on Wall Street expect Dell Technologies Inc. to provide lower earnings guidance when it reports earnings next week due to lumpiness in AI servers, but they remain bullish on its future. Both Melius Research and BofA said in notes to clients on Tuesday that they expect Dell DELL to give lower fiscal 2026 guidance when the computer and software company reports its fiscal fourth quarter on Feb.

Dell Technologies is reportedly nearing a $5 billion deal to provide xAI with servers optimized for artificial intelligence work.

Dell Technologies is nearing a deal worth more than $5 billion to provide Elon Musk's xAI with servers optimized for artificial intelligence work, Bloomberg News reported on Friday, citing people familiar with the matter.

Dell Technologies Inc. is in advanced stages of securing a deal worth more than $5 billion to provide Elon Musk’s xAI with servers optimized for artificial intelligence work.

Key Takeaways Dell shares climbed Friday following a report the PC maker is nearing a $5 billion AI server deal with Elon Musk's xAI.The companies could soon finalize a deal for servers powered by Nvidia GB200 chips,

Elon Musk’s artificial intelligence startup already depends on Nvidia’s chips. Now the reliance stands to become more extreme.

Dell Technologies Inc. could sell more than $5 billion worth of artificial intelligence servers to xAI Corp., Bloomberg reported today. The paper’s sources said that discussions about the potential deal are in an advanced stage.

Dell Technologies (DELL), reportedly is in advanced stages to securing a contract worth over $5B to provide Elon Musk’s xAI with servers optimized for AI.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

Dell is close to securing a $5 billion AI server deal with Elon Musk’s xAI The servers, featuring Nvidia GB200 chips, may support xAI’s supercomputer Analysts predict Dell’s AI server revenue could hit $14 billion by 2026 We recently reported HPE had beaten Supermicro and Dell Technologies to win a $1 billion contract to supply servers optimized for AI work to Elon Musk’s X,

Dell Technologies (DELL) stock is down nearly 5% on news that Apple (AAPL) is planning to develop a massive new factory in Texas by 2026 that

Two analysts on Wall Street expect Dell Technologies Inc. to provide lower earnings guidance when it reports earnings next week due to lumpiness in AI servers, but they remain bullish on its future.