Reported 13 days ago
Mizuho analyst Vijay Rakesh has identified Dell Technologies as the superior investment in the AI hardware sector, citing its strong market position and diverse product offerings. Meanwhile, Super Micro Computer faces increasing competition and market share losses, leading to a Hold rating despite its historical significance in high-performance computing. The future outlook for Dell appears robust, forecasting significant earnings growth, while Super Micro's potential is limited by competitive pressures.
Source: YAHOO