From IPO announcements to earnings reports and ambitious projections, the world of AI has been abuzz with activity.

After opening higher, Nvidia stock quickly gave up its post-earnings gains. The stock was down 3.3%, in early morning trading. Other AI-related names like Super Micro were falling sharply, as well. The AI server make was down 12% in early morning trading.

Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and HPE benefiting. This year has shown no let-up in demand with more than a half-trillion dollars in investment was pledged in January 2025.

Wall Street expects Dell Technologies Inc. DELL to report quarterly earnings at $2.52 per share on revenue of $24.57 billion after the closing bell, according to data from Benzinga Pro. Dell shares gained 0.

Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.

In the fourth quarter, artificial intelligence aficionado Nvidia reduced its stake in Arm and completely exited its position in SoundHound AI. Arm is gaining market share in data center server processors as hyperscale companies lean into custom silicon for artificial intelligence.

Amazon finally upped the ante on AI with Alexa+, to pretty good reviews. Dell aims to help telecom providers finally move to the cloud and its shares got a one-day boost as a result. DOGE looks more and more like ransomware,

As Nvidia gears up for its highly anticipated earnings report, market participants are keenly focused on any insights regarding the shipment progress of its latest server chip, Blackwell.

Dell is investigating whether Dell and Super Micro servers shipped to Malaysia had NVIDIA AI GPUs that were banned from China, new scandal.

Nvidia (NVDA) stock fell nearly 8% Monday as reports surfaced of the tech giant’s AI chips reaching China despite export controls. The Wall Street Journal reported late Sunday that Nvidia’s latest Blackwell chips are reaching China through third-party resellers using entities registered in nearby regions in violation of export controls.

As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.