戴尔科技股价表现 - 11月3日戴尔科技(DELLUS)盘前股价拉升，涨幅超过5%，报价达17069美元 [1][2] 重大商业合作 - 加密货币概念股IREN将斥资58亿美元从戴尔公司采购GPU及相关设备 [1][2] - 此次采购的GPU及相关设备预计在2026年前，于IREN的德克萨斯州园区完成部署 [1][2]

戴尔科技(DELL.US)盘前拉升涨超5%，报170.69美元。消息面上，加密货币概念股IREN将斥资58亿美 元从戴尔公司采购GPU及相关设备。这些GPU将于2026年前在IREN的德克萨斯州园区完成部署。 ...

Logitech International S.A. ( LOGI ) is a designer and manufacturer of consumer computer hardware, including keyboards, mice, microphones, cameras, and other computer peripherals. The Swiss company was founded in 1981 and has around 7,300 employees with a market capitalizationAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my ow ...

Super Micro Computer, Inc. ( SMCI ) stock had a few tough weeks after dropping from around $60 to $50. Nevertheless, the stock is still around 9% more expensive than it was when I wrote my previous bullishComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my i ...

Accessibility StatementSkip Navigation SINGAPORE, Oct. 31, 2025 /PRNewswire/ -- SuperX AI Technology Limited (NASDAQ: SUPX) ("the Company" or "SuperX"), a provider of full-stack AI infrastructure solutions, today announced that its joint venture with Zhonhen Electric Co., Ltd. ("Zhonhen"), SuperX Digital Power Pte. Ltd. ("SuperX Digital Power"), has launched its first two flagship 800V Direct Current (800VDC) power products: Figure 1. NVIDIA Roadmap and SuperX Digital Power's Products Figure 2. SuperX 800VD ...

公司战略与核心产品 - 联想集团首次提出“AI工厂”作为城市智能新范式，旨在通过标准化体系使客户无需关注基础设施复杂性，赋能行业共创 [1] - “AI工厂”将复杂孤立的AI开发任务转变为可管理、可复制、支持持续运营的标准化体系，重塑AI应用开发与部署流程，形成由“数据飞轮”驱动的现代化生产线 [3] - 公司制定了“AI赋智+绿色赋能”核心策略，通过覆盖“一横五纵”的完整技术布局，即AI技术覆盖全域产品并全面布局液冷技术 [4] 技术架构与解决方案 - “一横”指联想万全异构智算平台，具备统一纳管异构算力（CPU、GPU、DPU、FPGA）和融合管理AI训练集群、AI推理集群与HPC集群的核心能力，以提升智算效率 [4] - “五纵”包括服务器、存储、数据网络、软件及超融合、支持和运维服务五条业务线 [4] - 万全异构智算平台集成自研技术，AI推理加速算法集可提升AI推理性能5-10倍，专家并行通信算法降低推理延迟达三倍以上，超智融合可实现1小时内自动完成跨集群资源调度和共享 [4] 硬件创新与性能指标 - 超智融合服务器采用全液冷覆盖设计，高密度融合CPU计算节点、GPU智算节点、CXL内存扩展节点与NVMe存储节点，实现PUE低至1.05的极致能效 [5] - AI导向存算协同设计采用双层高性能存储架构，结合数据自动分层技术显著降低存储网络组网成本 [5] - 新型AI存储拓扑通过存算网协同设计，在满足同等带宽性能前提下，所需存储容量仅为传统架构的四分之一 [5] 行业洞察与价值主张 - 企业AI转型需经历从体验阶段到POC实践阶段再到规模化落地阶段的“三级跳”，面临数据治理复杂性、投资回报率压力及算力模型持续升级维护等难题 [3] - 公司通过标准化、可持续发展的绿色基础设施，旨在以最少算力帮助客户开发智能体，加速碎片化AI应用在千行百业规模化落地 [5]

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently provided insights on. When a caller asked about the stock during the lightning round, Cramer said: “Yeah, I know they keep saying things are great, but I’m going to tell you something. I want you to sell that stock and I want you to buy the stock of Dell right here tomorrow morning, okay? Buy Dell, sell SMCI.” A technical stock market chart. Photo by Energepic from Pexels Super Micro Computer, Inc. (NASDAQ:SMCI) designs ...

Stocks have moved mostly higher during trading on Wednesday, extending the strong upward move seen over the past several sessions. With the continued advance, the major averages have once again reached new record intraday highs.Currently, the major averages are well off their highs of the session but still in positive territory. The Dow is up 218.78 points or 0.5 percent at 47,925.15, the Nasdaq is up 131.49 points or 0.6 percent at 23,958.99 and the S&P 500 is up 14.53 points or 0.2 percent at 6,905.42.Nv ...

Seagate Technology Holdings PLC (NASDAQ:STX) is 16.5% higher to trade at $260, after the computer hardware company reported adjusted fiscal first-quarter earnings of $2.61 on $2.63 billion in revenue, both of which topped analyst estimates. The company also hiked its Q2 forecast, citing a profitable cycle and tight supply chain. Seven analysts have hiked their price targets in response, including Mizuho and Wedbush to $290.The report has sector peers Western Digital (WDC) and SanDisk (SNDK) both confidently ...

公司战略举措 - 公司宣布成立新子公司Super Micro Federal LLC 以加速拓展美国联邦政府市场 [1] - 新实体将专注于交付在美国开发、构建、验证和制造的高性能、高能效解决方案 [1] - 此举旨在满足美国政府机构不断变化的需求 [1] 市场定位与产品策略 - 公司是一家为AI/ML、HPC、云、存储和5G/边缘提供全面IT解决方案的供应商 [1] - 公司将通过其位于加州硅谷的制造工厂为美国联邦政府机构提供全套数据中心IT解决方案 [2] - 利用其数据中心构建块解决方案 公司可为各种数据中心需求完整设计和交付整个IT技术栈 [2] - 新的联邦子公司将利用公司的数据中心构建块解决方案 实现AI就绪系统的快速定制和部署 [3] 运营与制造能力 - 解决方案将在公司位于加州硅谷的制造工厂进行制造和测试 [2] - 公司在美国拥有强大的制造能力 旨在为政府机构提供高性能和成本效益的解决方案 [3] - 公司总部位于加州圣何塞 近期在硅谷进行了扩张 并正在探索在美国新建制造设施以满足日益增长的需求 [4] - 公司的产品在内部设计和制造 利用美国、台湾和荷兰的全球运营实现规模和效率 [5] 领导层评论与公司承诺 - 公司总裁兼首席执行官表示 公司致力于支持美国联邦政府推动其下一代技术计划 [2] - 此次组织扩张深化了公司对美国创新、国内制造和供应链的承诺 [2] - 通过在美国的工程技术 公司确保为联邦政府实现更快的上市时间和上线时间 [2] - 这些努力反映了公司推动美国制造业发展和国内就业创造的承诺 [4] 公司背景与产品组合 - 公司是应用优化的全面IT解决方案的全球领导者 致力于为企业、云、AI和5G电信/边缘IT基础设施带来率先上市的创新 [5] - 公司是全面的IT解决方案提供商 提供服务器、AI、存储、物联网、交换系统、软件和支持服务 [5] - 其获奖的服务器构建块解决方案组合允许客户通过选择灵活可重复使用的构建块来优化其确切的工作负载和应用程序 [5]