The good news is that, judging by the charts Jukan shares, predicted supply and demand is judged to improve in 2027 after the 2026 spike. The differential with DRAM is expected to return to where it ...

Dec 4 (Reuters) - Hewlett Packard Enterprise (HPE.N), opens new tab forecast first-quarter revenue below Wall Street estimates on Thursday, as it sees a fall in AI server income due to customers ...

Hewlett Packard Enterprise Co. gave an outlook for sales in the current quarter that fell short of analysts’ estimates, suggesting the company isn’t meeting high expectations for the sales of its AI ...

What To Know: HPE has unveiled a major step forward in large-scale AI computing. The company is rolling out the first AMD "Helios" rack-scale architecture, designed specifically for cloud service ...

Investing.com — Rising memory costs and weakening non-AI hardware demand have prompted Morgan Stanley to cut ratings on several major technology hardware makers, including Dell Technologies, HP Inc., ...

This article first appeared on GuruFocus. Morgan Stanley warned investors that a memory-price surge could squeeze margins at major OEMs, prompting downgrades across the hardware sector. The firm's ...

Samsung has reportedly raised its memory prices in response to the AI boom, as Morgan Stanley cut ratings on the likes of Hewlett Packard Enterprise (HPE) due to margin pressures stemming from the ...

Space has always been a premium in the datacenter, but the heat is on – quite literally – to drive up the density of GPU and XPU compute not just because real estate is expensive, but because latency ...

Hewlett-Packard Enterprise (NYSE: HPE), a prominent provider of data solutions, servers, and networking hardware, has witnessed its stock grow by over 50% in the past six months, in contrast to the ...

Hewlett Packard Enterprise plans to shift toward higher-growth, higher-margin businesses to improve long-term profit. The server and cloud-software company plans to focus on opportunities in ...

Oct 15 (Reuters) - A group of U.S. states said they may seek to block Hewlett-Packard Enterprise's (HPE.N), opens new tab $14 billion acquisition of Juniper Networks and have asked a judge for ...