Dell Surges as AI Server Revenue Forecast Signals Explosive Data Center Demand

Dell Surges as AI Server Revenue Forecast Signals Explosive Data Center Demand

  • February 27, 2026

Dell Technologies shares climbed to a three month high after the company projected that revenue from its artificial intelligence server business will more than double by fiscal 2027. The strong outlook reflects accelerating global demand for AI focused infrastructure as enterprises and cloud

Alibaba to lead AI capital spending among China’s Big Tech firms amid strong market demand

Alibaba to lead AI capital spending among China’s Big Tech firms amid strong market demand

  • November 26, 2025

Alibaba Group Holding expects to remain the top spender on artificial intelligence investments among major Chinese technology companies, supported by continued strong revenue growth from its AI and cloud computing division. The company signalled its intention to accelerate AI-related capital expenditure as demand