EXPLAINED: Will dell kill super micro computer stock these analysts worry the answer may be yes | Rare Historical Photos

Hardware companies such as Dell Technologies (DELL) and Super Micro Computer (SMCI) are part of the artificial intelligence (AI) megatrend. These two companies provide advanced computing infrastructure and solutions for AI workloads. 

Dell has partnered with Nvidia (NVDA) to build AI factories that train large-scale AI models. It also assembles most of the server racks for Elon Musk’s xAI, showcasing an ability to support large-scale models.