Dell Stock Snaps 8-Day Winning Streak Even as AI Server Rivals Soar - Barron's

kept by eddie jun 03

Dell's stock fell on Tuesday, ending an eight-day winning streak, while competitors in the AI server market saw significant gains.

Data centers are transitioning from AC to DC
HN commenters debate the practicality of transitioning data centers to DC power, noting it's been used for decades but faces chicken-and-egg adoption challenges.
also on Dell, #data-centers, #hardware
xAI is looking more like a datacentre REIT than a frontier lab - Martin Alderson
xAI's GPU rental deals with Anthropic and Google transform it into a datacenter REIT-like business, driven by financial engineering, compute shortages, and infrastructure advantages.
also on #data-centers, #finance, #ai
How GPUs Became the Newest Financial Asset
GPUs are being financialized as a new asset class through debt securitization, derivatives, and tokenization, despite rapid obsolescence threatening traditional financial infrastructure.
also on #data-centers, #finance, #ai