Latest news with #servers
Globe and Mail
6 hours ago
- Business
- Globe and Mail
SMCI vs. DELL: Which Server Stock is the Better Buy Now?
Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report by Grand View Research, the Global Server market is anticipated to witness a CAGR of 9.8% from 2024 to 2030. Rapid adoption of servers across industries like healthcare, retail, BFSI, manufacturing, education and others will drive the server space. With this strong industry growth forecast, the question remains: Which stock has more upside potential? Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. The Case for SMCI Stock Super Micro Computer is experiencing strong adoption of its high-performance and energy-efficient servers among AI data centers and hyperscalers. Notably, server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone and now account for 97% of its total revenues. SMCI's server and storage revenues are being driven by its direct liquid cooling products for data-center applications, which reached a production volume of more than 2000 DLC racks per month. Super Micro Computer's recent launches, like Data Center Building Block Solutions, petascale storage systems for AI workloads, and its integration of NVIDIA Blackwell GPUs in its solutions to achieve high compute power, will keep it at the forefront of the server and storage space. Irrespective of the massive potential of SMCI's server offerings, the company is facing some near-term challenges, including delayed purchasing decisions from customers as they are evaluating the adoption of next-generation AI platforms. SMCI is also facing margin contraction due to the growing price competition and price adjustments as companies are second-guessing their shift from older to newer platforms like Blackwell. In the last reported quarter, SMCI also incurred a one-time inventory write-down on older-generation GPUs and related components, further affecting its margins. Based on all the above factors, SMCI revised the revenue guidance for fiscal 2025 from $23.5-$25.0 billion to a range of $21.8 billion to $22.6 billion. The Zacks Consensus Estimate for SMCI's 2025 revenues is pegged at $22.12 billion, indicating growth of 48% year over year. The Zacks Consensus Estimate for fiscal 2025 earnings is pegged at $2.07 per share, indicating a year-over-year decline of 6.3%. The Case for DELL Stock Dell Technologies is experiencing a massive traction in its AI-optimized servers, which has enabled it to achieve a record servers and networking revenues of $6.3 billion in the first quarter of 2026, which grew 16% year over year. In the first quarter of 2026, DELL announced that it received orders worth $12.1 billion for its AI servers, which has surmounted to become $14.4 billion in AI backlogs. The adoption of DELL's AI servers is propelled by rapid enterprise adoption by organizations across web technology, financial services, manufacturing, media and entertainment, and education, with DELL witnessing growth in repeat enterprise customers and AI Factory deployments. Dell has designed its AI server solutions to be custom and modular, adding air and liquid cooling features with 24-hour rack deployment turnaround and end-to-end deployment services. These key differentiators make its server easy to deploy, hence encouraging smoother adoption. The company has partnered with leading technology providers, including NVIDIA, AMD, Meta, Hugging Face, Cohere, Mistral, and Google. These partnerships have aided DELL in implementing technological enhancements like integrated PowerCool, Project Lightning and on-prem Gemini support, making its AI servers even more promising. Based on all the above factors, DELL expects its fiscal 2026 revenues to be between $101 billion and $105 billion, with the mid-point of $103 billion, indicating 8% year-over-year growth. The Zacks Consensus Estimate for DELL's fiscal 2026 revenues is pegged at $103.53 billion, indicating growth of 8.33% year over year. The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $9.43 per share, indicating year-over-year growth of 15.85%. Image Source: Zacks Investment Research Stock Price Performance and Valuation of SMCI & DELL Shares of SMCI and DELL have gained 45.4% and 1.1%, respectively, in the year-to-date period. SMCI is trading at a forward 12-month Price to Sales ratio of 1.28X, which is higher than its median of 1.25X. DELL is trading at a forward sales multiple of 0.85X, much below its median of 0.87X. The lower valuation of DELL stock compared to SMCI makes it more attractive at present. Conclusion: SMCI vs. DELL Stock DELL is comparatively cheaper and has brighter prospects in the server market as it is strongly driven by its AI servers, which are rapidly adopted by enterprise customers, as reflected in its massive backlog value. In the meantime, SMCI is facing near-term challenges stemming from delayed purchasing decisions from customers and margin contraction from pricing pressure. Furthermore, DELL sports a Zacks Rank #1 (Strong Buy) at present, making the stock a stronger pick compared with SMCI, which has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Dell Technologies Inc. (DELL): Free Stock Analysis Report
Yahoo
16 hours ago
- Entertainment
- Yahoo
5 Things Parents Do at Restaurants That Most Annoy Servers
A restaurant server is sharing the worst ways parents misbehave at restaurants. 'The phrase, 'The customer is always right' is dying out,' Alana Fineman, a comedian and server in Southern California who posts restaurant skits on TikTok, tells Dining out with young kids is draining, between picky eaters, spilled food, whining and restless wanderers. Fortunately, kid-friendly restaurants are equipped with coloring activities, playful decorations and the swift delivery of kids' meals to quell complaints. Sometimes, it's parents — not their children — who misbehave. 'Servers don't want to shame families or discourage them from going out to eat,' says Fineman. 'Parents are usually ... trying their best.' Here are five mistakes families most often make at restaurants, according to this server. Kids make messes and that's part of the experience, according to Fineman. 'It's one thing when a baby throws food from his high chair — it's another when kids rip open sugar packets and dump them on the floor or finger-paint with ketchup on the walls,' says Fineman. 'That usually means that a parent is not paying attention or allowing it to happen,' she adds. Big messes are typically cleaned by bussers, whom Fineman calls one of the 'hardest-working' employees in her field. 'If someone vomits, it's the busser who cleans it up,' she explains. 'Kids shouldn't run through a restaurant — it's not a McDonald's PlayPlace,' says Fineman. Most restaurants lack appropriate spaces for children to cut loose, says Fineman. A high-speed collision with a server can cause broken glass, fallen food, delayed orders and injuries. 'If you're carrying a tray of five martinis or plates of boiling-hot food and a child runs in front of you, you can drop it on the floor or onto a person,' she says. Fineman recalls a hazardous incident at her restaurant. 'Kids in a party of 10 were running around,' she says. 'They climbed over a fence and onto the street, where they threw rocks onto the dining patio.' While no one was struck, the children were lectured by an employee, who Fineman says, 'Did the parenting.' 'Kids get to a certain age when they can order their own food and the parents will say, 'Tell the lady what you want,'' says Fineman. She finds most of this banter 'funny and endearing,' but if the child won't speak up, the server now has a parenting problem. Fineman says gentle prompts from a parent is usually encouraging enough, however, 'Every so often, a parent says, 'We're not moving on until you learn to order.'' 'I can't always be a part of it when I'm really busy,' says Fineman. Picky eaters are usually not a problem for servers — unless parents have big expectations. Fineman says some parents get 'irate' with restricted menus or if chefs cannot produce a specific meal, due to limited ingredients. 'If it's a slow day, they might be able to ... but not every time,' says Fineman. 'There needs to be a contingency plan for what your child can eat.' Fineman proposes that parents plan for kids with dietary preferences by reading the digital menu before coming in. Fineman points to a 'fascinating phenomenon' wherein parents don't necessarily mention when children are included in a reservation. Maybe they hope to sidestep the automatic gratuities that some restaurants apply to larger parties, says Fineman, but most don't realize that children count as guests, even when they require high chairs, which take the same space as a chair. The miscommunication is more of a problem on busier days, when families may have to wait longer for a sizable table. 'There can be an unfortunate domino effect in the restaurant industry,' says Fineman, adding, 'Miscalculating three people can affect the next 45 minutes.' Fineman says parents can rectify this by notifying the restaurant when their party size changes, even by one child. This article was originally published on
Tahawul Tech
13-06-2025
- Business
- Tahawul Tech
'Advance AI' Archives
AMD said that many aspects of the Helios servers – such as the networking standards – would be made openly available and shared with competitors such as Intel
The Independent
05-06-2025
- Business
- The Independent
Growing number of Americans fed up with tipping
in Washington, D.C. A recent survey indicates that 63 per cent of Americans view tipping negatively, a rise from 59 per cent the previous year. Two in six respondents (41 per cent) believe businesses should pay employees better wages instead of relying heavily on tips, up from 37 per cent a year ago. Thirty-eight per cent of US residents expressed annoyance with pre-entered tip screens, an increase from 34 per cent last year, while 27 per cent reported being less likely to tip when presented with these screens. Meanwhile, 16 per cent of people stated they would be willing to pay higher prices if tipping were eliminated, up from 14 per cent in the previous survey. According to Bankrate's 2024 discretionary spending survey, about 39 per cent of Americans anticipate spending less on dining out this year, potentially impacting servers ' earnings.
CNA
03-06-2025
- Business
- CNA
Hewlett Packard beats Q2 results estimates on AI demand; records $1.36 billion charge
Hewlett Packard Enterprise beat Wall Street's second-quarter revenue and profit estimates on Tuesday, driven by demand for its artificial-intelligence servers and hybrid cloud segment. Shares of the server-maker, which also recorded an impairment charge of $1.36 billion in the reported quarter, rose 3.2 per cent in extended trading. The company has benefited from a surge in spending on advanced data center architecture, designed to support the complex processing needs of generative AI. The GenAI boom has bumped up demand for Hewlett Packard's AI-optimized servers, which are powered by Nvidia processors and can run complex applications. For the quarter ended April 30, the company reported revenue of $7.63 billion, ahead of analysts' average estimate of $7.45 billion, according to data compiled by LSEG. In the quarter, Hewlett Packard addressed the execution challenges that it experienced in the prior quarter, which enabled it to drive improved margin performance in the server business, CFO Marie Myers said during a post-earnings call. The company did not see a significant benefit from tariff-related demand pull-forward, she said. Adjusted profit per share for the second quarter was 38 cents, beating an estimate of 32 cents per share. Server revenue was up 5.7 per cent to $4.06 billion and revenue for the hybrid cloud segment grew 13 per cent to $1.45 billion. Hewlett Packard tightened its annual revenue forecast growth to be up 7 per cent to 9 per cent, compared to its prior forecast of 7 per cent to 11 per cent growth. "We continue to navigate a complex macroeconomic and geopolitical landscape and remain prepared to take additional action in the back half of the year to deliver against our fiscal 2025 outlook," Myers said. The company forecast third-quarter revenue between $8.2 billion and $8.5 billion, compared to an estimate of $8.17 billion.
