Citi analyst Asiya Merchant believes Dell Technologies (DELL), and to a lesser extent HP Enterprise (HPE), will likely benefit from improving artificial intelligence order momentum and competitive intensity in the quarters ahead given Supermicro’s (SMCI) “woes.” Supermicro provided a business update below estimates, attributing the shortfall to a demand air pocket as its customers await next generation Blackwell chips which are on allocation, the analyst tells investors in a research note.
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