News tagged Dell at DIGITIMES

NEWS TAGGED DELL

Monday 14 September 2026

Notebook shipment update, July 2026

Introduction

Monday 14 September 2026

AI agents drive token use 300-600x, Dell Taiwan says

Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and...

Friday 4 September 2026

India PC shipments rise as channel buying lifts second quarter sales

India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend...

Wednesday 2 September 2026

Dell says enterprise AI customers accelerated even faster than its record orders suggest

Dell Technologies' quarterly results showed record AI server orders and backlog, but executives used the earnings call's question-and-answer session on September 1 to disclose a more...

Wednesday 2 September 2026

Dell's AI server boom lifts profitability across its whole business

Dell Technologies closed its fiscal second quarter with revenue of US$47.0 billion, up 58% year over year, but the more telling number is what happened below the top line: operating...

Monday 24 August 2026

Notebook brands shift production back to China as Southeast Asia costs rise

Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...

Thursday 9 July 2026

Notebook shipment update, May 2026

DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...

Thursday 18 June 2026

Samsung said to open fab data to suppliers in AI factory push

Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers,...

Tuesday 9 June 2026

AMD commits up to GBP2 billion to speed AI research in the UK

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...

Wednesday 3 June 2026

Notebook shipment update, April 2026

Introduction

Wednesday 3 June 2026

Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin

Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...

Friday 29 May 2026

Dell posts record results and lifts full-year outlook on AI demand

Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...

Friday 29 May 2026

Dell's AI Factory strategy gains traction with enterprise and cloud customers

Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...

Wednesday 27 May 2026

IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity

IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...

Tuesday 19 May 2026

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...

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Sep 14, 08:00

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects

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