god i love dell

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More hype. Cheaper. But dell is great too

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How is smci any different from like DELL they sell servers right?

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guy was expecting another Dell

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Dude, you're getting a Dell!

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No. China will never invade Taiwan as long as it stays the world's global manufacturing factory. Taiwan will still keep designing products and have them made in China as it just makes economic sense for both countries. They both speak the same language. And it is not Mandarin. They both speak money. Money talks. The news about WAR or INVADING Taiwan is the same as why Democratics or Republicans talk big shit about the other side. And it is to reinforce similar sentiments to their voting/support base. IE The ruling government in China does it to keep the people happy. The people will be happy with thoughts about invading Taiwan while they pump out cheap products for Amazon/Apple/Lenovo/Dell/HP and more to keep selling. It makes absolutely zero sense economically to China when is the [world's number one factory](https://cepr.org/voxeu/columns/china-worlds-sole-manufacturing-superpower-line-sketch-rise) and with the USA the [world's number one consumer of goods.](https://en.wikipedia.org/wiki/List_of_largest_consumer_markets)

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Meta's aggressive capex spending will have multiple beneficiaries, Mizuho Securities securities Jordan Klein said in a client note. In addition to GPUs and custom processors, the investment surge will lift makers of networking and optical gear, memory, storage and AI servers. Arista Networks is one such beneficiary, Klein said. ANET stock was up 4.7% to 266.63 in afternoon trades on Thursday. Arista gets a large portion of its revenue from two major cloud companies, Meta and Microsoft (MSFT), Barclays analyst Tim Long said in a client note. JPMorgan analyst Samik Chatterjee said Meta's commentary is positive for his "top AI picks": Arista and Coherent (COHR). Server makers Dell and Super Micro Computer also rose on Thursday. Dell climbed 3.6% to 124.53. Super Micro increased 5% to 792.44.

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You’re gettin a dell

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META capex news lifted other AI stocks, particularly shares of tech hardware companies, including Nvidia (NVDA), Arista Networks (ANET), Dell Technologies (DELL) and Super Micro Computer (SMCI).

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Lenovo, Dell, and HP all started selling laptops with Copilot quick access keys this last quarter

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