Latest news with #PowerScale
Yahoo
21-05-2025
- Business
- Yahoo
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies DELL shares have surged 36.6% over the past month, outperforming the Zacks Computer and Technology sector's appreciation of 18.8% and the Zacks Computer - Micro Computers industry's growth of 4.3%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. The company, through its infrastructure solutions, provides essential hardware and services that support cloud environments. DELL is transforming modern data centers with disaggregated infrastructure solutions that integrate storage, cyber resilience, software, and the evolving demands of on-premises, cloud, and edge environments, DELL empowers organizations to efficiently manage and secure workloads with advanced storage systems like Power Protect Data Domain and PowerScale, enhanced by AI-driven ransomware detection. Its automated Private Cloud and NativeEdge offerings streamline deployment and management, enabling faster provisioning and consistent control across diverse infrastructures. DELL's comprehensive approach ensures modern data centers are agile, secure, and ready for future challenges. Image Source: Zacks Investment Research Dell Technologies' expanding portfolio has been a key catalyst. The company has added major upgrades to its AI Factory, introducing energy-efficient infrastructure and advanced cooling solutions. These updates aim to simplify and accelerate enterprise AI deployments across edge, data center, and cloud Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications. In the fourth quarter of fiscal 2025, DELL's AI-optimized server momentum saw an increase of $1.7 billion in orders. The company shipped $2.1 billion worth of AI servers in the fiscal fourth quarter, and the AI server backlog remained healthy at $4.1 PowerEdge supports the NVIDIA NVDA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. DELL is benefiting from an expanding partner base that includes NVIDIA, Worley, Microsoft, Meta Platforms META, Advanced Micro Devices AMD and Imbue. In May 2025, Dell Technologies announced major advancements across the Dell AI Factory with NVIDIA to accelerate enterprise AI adoption. These include next-generation PowerEdge servers, enhanced AI data platforms, integrated software solutions, and new managed services for streamlined AI Technologies collaborated with Meta Platforms to make it easy for its customers to deploy Meta Platforms' Llama 2 models on-premises with Dell Technologies' AI-optimized February 2025, Dell Technologies expanded its AI for Telecom program through a collaboration with Advanced Micro Devices to develop AI solutions that enhance real-time telecom network monitoring and management using Dell PowerEdge XE7745 servers powered by Advanced Micro Devices EPYC processors. Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the first quarter of fiscal 2026, revenues are expected to be between $22.5 billion and $23.5 billion, with the mid-point of $23 billion suggesting 3% year-over-year Zacks Consensus Estimate for Dell Technologies' first-quarter fiscal 2026 revenues is pegged at $23.1 billion, suggesting growth of 3.85% year over earnings are expected to be $1.65 per share (+/- 10 cents), indicating 25% growth at the midpoint. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share, which has increased by a penny in the past 30 days. This indicates year-over-year growth of 42.12%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Dell Technologies shares are cheap, as suggested by a Value Score of stock is trading at a significant discount with a forward 12-month P/E of 0.77X compared with the Computer and Technology sector's 6.14X. Image Source: Zacks Investment Research Despite DELL's robust portfolio and expanding partner base the broader PC market recovery is slower than expected, with customers delaying purchases to evaluate AI-enabled PCs and prepare for the Windows 10 end-of-life. A competitive pricing environment, especially in the CSG segment, has affected profitability. Cautious spending by enterprises and large customers on PCs and storage IT has been a concern for DELL's competition in the AI data center market, along with a higher mix of AI-optimized servers, is expected to hurt gross margin expansion in the near term. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. DELL currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point in the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Meta Platforms, Inc. (META) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
TECHx
21-05-2025
- Business
- TECHx
Dell Technologies Announces Innovations in Modern centers
Home » Tech Value Chain » Global Brands » Dell Technologies Announces Innovations in Modern Data Centers Dell Technologies (NYSE: DELL) has announced new advancements to help customers design modern disaggregated data centers. The company reported improvements in storage, cyber resilience, software, and integrated solutions. Organizations face growing challenges managing and securing workloads across on-premises data centers, cloud, and edge environments. Dell revealed its approach to disaggregated infrastructure that combines shared compute, networking, and storage pools with software-driven automation, security, and partner integrations. Dell Technologies highlighted key storage and cyber resilience features. The PowerProtect Data Domain All-Flash appliances deliver up to four times faster data restores and twice the replication speed. They are also 40% more space-efficient and save up to 80% power compared to traditional HDD systems. The company also reported enhancements to its PowerScale software, improving object storage and cyber resilience. The PowerScale Cybersecurity Suite offers comprehensive data protection, access, and recovery solutions. Customers can improve application performance using Amazon EC2 cloud burst and reduce costs by backing up data to Dell ObjectScale, Amazon S3, or Wasabi. Additionally, Dell introduced PowerStore Advanced Ransomware Detection, which uses AI analytics to verify data integrity and reduce ransomware downtime. This announcement coincides with the fifth anniversary of PowerStore and its adoption by over 17,000 customers worldwide. Dell Technologies further revealed automation for private cloud and edge operations. Dell Private Cloud simplifies deploying, managing, and scaling private clouds using software from Broadcom, Nutanix, and Red Hat on Dell disaggregated infrastructure. The company reported automation reduces provisioning steps by 90%, delivering clusters in under three hours with minimal manual effort. The Dell Automation Platform, designed for secure zero-touch onboarding and centralized management, supports this deployment. Keith Bradley, Vice President of IT and Security at Nature Fresh Farms, commented that Dell Private Cloud provides flexibility and investment protection to meet evolving business needs. Moreover, Dell introduced new NativeEdge features for virtualized workloads at the edge and remote branches. These include policy-based load balancing, VM snapshots, and backup capabilities. The solution supports management of diverse edge environments, including non-Dell and legacy infrastructure. Arthur Lewis, President of Infrastructure Solutions Group at Dell Technologies, stated the company is defining the future of intelligent enterprise architecture. He added that Dell's disaggregated infrastructure approach helps build secure and efficient data centers that turn data into actionable intelligence. Key points: Dell announced faster, energy-efficient storage and enhanced cyber resilience. Automation cuts private cloud deployment time by 90%. New edge features support virtualized workloads and legacy systems. This announcement underscores Dell Technologies' commitment to advancing modern data center solutions for changing IT and business needs.
Globe and Mail
21-05-2025
- Business
- Globe and Mail
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies DELL shares have surged 36.6% over the past month, outperforming the Zacks Computer and Technology sector's appreciation of 18.8% and the Zacks Computer - Micro Computers industry's growth of 4.3%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. The company, through its infrastructure solutions, provides essential hardware and services that support cloud environments. DELL is transforming modern data centers with disaggregated infrastructure solutions that integrate storage, cyber resilience, software, and automation. Addressing the evolving demands of on-premises, cloud, and edge environments, DELL empowers organizations to efficiently manage and secure workloads with advanced storage systems like Power Protect Data Domain and PowerScale, enhanced by AI-driven ransomware detection. Its automated Private Cloud and NativeEdge offerings streamline deployment and management, enabling faster provisioning and consistent control across diverse infrastructures. DELL's comprehensive approach ensures modern data centers are agile, secure, and ready for future challenges. One Month Performance DELL's Expanding Portfolio Aids Prospect Dell Technologies' expanding portfolio has been a key catalyst. The company has added major upgrades to its AI Factory, introducing energy-efficient infrastructure and advanced cooling solutions. These updates aim to simplify and accelerate enterprise AI deployments across edge, data center, and cloud environments. Dell Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications. In the fourth quarter of fiscal 2025, DELL's AI-optimized server momentum saw an increase of $1.7 billion in orders. The company shipped $2.1 billion worth of AI servers in the fiscal fourth quarter, and the AI server backlog remained healthy at $4.1 billion. Dell PowerEdge supports the NVIDIA NVDA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. DELL Benefits From Expanding Clientele DELL is benefiting from an expanding partner base that includes NVIDIA, Worley, Microsoft, Meta Platforms META, Advanced Micro Devices AMD and Imbue. In May 2025, Dell Technologies announced major advancements across the Dell AI Factory with NVIDIA to accelerate enterprise AI adoption. These include next-generation PowerEdge servers, enhanced AI data platforms, integrated software solutions, and new managed services for streamlined AI deployment. Dell Technologies collaborated with Meta Platforms to make it easy for its customers to deploy Meta Platforms' Llama 2 models on-premises with Dell Technologies' AI-optimized portfolio. In February 2025, Dell Technologies expanded its AI for Telecom program through a collaboration with Advanced Micro Devices to develop AI solutions that enhance real-time telecom network monitoring and management using Dell PowerEdge XE7745 servers powered by Advanced Micro Devices EPYC processors. Dell Technologies Offers Positive Q1 FY26 Guidance Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the first quarter of fiscal 2026, revenues are expected to be between $22.5 billion and $23.5 billion, with the mid-point of $23 billion suggesting 3% year-over-year growth. The Zacks Consensus Estimate for Dell Technologies' first-quarter fiscal 2026 revenues is pegged at $23.1 billion, suggesting growth of 3.85% year over year. Non-GAAP earnings are expected to be $1.65 per share (+/- 10 cents), indicating 25% growth at the midpoint. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share, which has increased by a penny in the past 30 days. This indicates year-over-year growth of 42.12%. Dell Technologies shares are cheap, as suggested by a Value Score of B. DELL stock is trading at a significant discount with a forward 12-month P/E of 0.77X compared with the Computer and Technology sector's 6.14X. Price/Sales (F12M) Image Source: Zacks Investment Research Here's Why You Should Hold DELL Stock for Now Despite DELL's robust portfolio and expanding partner base the broader PC market recovery is slower than expected, with customers delaying purchases to evaluate AI-enabled PCs and prepare for the Windows 10 end-of-life. A competitive pricing environment, especially in the CSG segment, has affected profitability. Cautious spending by enterprises and large customers on PCs and storage IT has been a concern for DELL's investors. Increasing competition in the AI data center market, along with a higher mix of AI-optimized servers, is expected to hurt gross margin expansion in the near term. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. DELL currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point in the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report
Zawya
21-05-2025
- Business
- Zawya
Dell Technologies transforms data center operations with software-driven disaggregated infrastructure innovations
Dell storage and cyber resiliency enhancements help customers store and protect critical data with improved performance and efficiency Dell software-driven advancements automate the management and deployment of private cloud and edge solutions Dubai, UAE – Dell Technologies (NYSE: DELL) helps customers design modern disaggregated data centers with storage, cyber resilience, software and integrated solution innovations. Why it matters Organizations face increasing demands to efficiently manage and secure both modern and traditional workloads across on-premises data centers, cloud and edge environments. IT and business needs keep changing, so the modern data center must be ready for anything. Dell's approach to disaggregated infrastructure combines management of shared compute, networking and storage resource pools with software-driven automation, security and partner integrations. Advanced storage and cyber resiliency capabilities Dell storage and cyber resiliency advancements deliver the performance and protection that modern data centers need. Dell PowerProtect Data Domain All-Flash appliances improve cyber resiliency with up to four times faster data restores1 and two times faster replication performance.2 They are more efficient, taking up 40%3 less rack space and saving up to 80% on power when compared to HDD systems.4 Dell PowerScale software advancements enhance object storage support and cyber resilience. The PowerScale Cybersecurity Suite offers comprehensive solutions to protect, access and recover critical data. Customers can boost application performance with Amazon EC2 cloud burst and reduce costs by backing up to Dell ObjectScale, Amazon S3 or Wasabi. PowerStore Advanced Ransomware Detection helps organizations validate data integrity and minimize downtime from ransomware attacks using advanced AI analytics. The news comes as Dell celebrates PowerStore's fifth anniversary and over 17,000 global customers. Automate private cloud and edge operations Dell software automates the deployment and management of disaggregated private cloud and edge solutions built with Dell's industry-leading infrastructure and partner technologies. Dell Private Cloud offers a new approach to deploying, managing and scaling private clouds built with cloud software from vendors like Broadcom, Nutanix and Red Hat on Dell disaggregated infrastructure. Organizations can protect their investment with reusable infrastructure, simplify operations with full lifecycle management and support customer choice with a catalog of validated blueprints. Automation helps customers provision a private cloud stack in 90% fewer steps than manual processes5, delivering a cluster in just two and a half hours with no manual effort.6 Dell Private Cloud is delivered using the Dell Automation Platform, a software platform designed to simplify how customers deploy and operate disaggregated solutions with secure, zero touch onboarding and centralized management. 'Dell Private Cloud has proven to be the right fit to helps us meet our business priorities,' said Keith Bradley, vice president, IT and Security, Nature Fresh Farms. 'The flexibility to transition between cloud ecosystems and the ability to repurpose hardware is a game-changer for us by providing investment protection and enabling us to respond to evolving business needs quickly.' New Dell NativeEdge features make it the most advanced and cost-effective solution for virtualized workloads at the edge and in remote branch offices.7 Critical data is protected and secured with policy-based load balancing, VM snapshots and backup and migration capabilities. Organizations can manage diverse edge environments consistently with non-Dell and legacy infrastructure support. Perspectives "At Dell Technologies, we're defining the future architecture of the intelligent enterprise,' said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. 'Our disaggregated infrastructure approach helps customers build secure, efficient modern data centers that turn data into intelligence and complexity into clarity.' Additional resources Blog: Achieving Cyber Resilience with Dell PowerProtect Blog: PowerScale and ObjectScale, Innovation at Light Speed, Storage That Delivers Blog: Unlocking the Edge: The Latest Innovations from Dell NativeEdge Blog: Simplicity meets Flexibility with Dell's No Compromise Private Cloud Connect with Dell on X and LinkedIn About Dell Technologies Dell Technologies (NYSE: DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and services portfolio for the AI era. Copyright © 2025 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies and Dell are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners. 1-4. Based on Dell internal testing comparing a PowerProtect Data Domain DD9910 appliance vs. a PowerProtect Data Domain All-Flash DD9910F appliance, both configured at similar capacity. April 2025. Actual results may vary. 5. Manual steps automated through a single Dell Private Cloud blueprint. Based on internal Dell testing, May 2025. 6. After hardware installation, configuration and platform onboarding. No manual interaction required after initiation 7. Based on Dell Technologies internal analysis, May 2025.
Techday NZ
21-05-2025
- Business
- Techday NZ
Dell unveils updates to advance data centre automation & security
Dell Technologies has announced new developments designed to support the transformation of data centre operations with software-driven disaggregated infrastructure. Organisations are increasingly confronted with the need to manage and secure a wide range of workloads across on-premises data centres, cloud and edge environments. Dell Technologies' approach to disaggregated infrastructure aims to address these challenges by integrating management of shared compute, networking, and storage resource pools with automation, security, and support for partner integrations. Dell's most recent advancements include updates to storage and cyber resiliency, intended to improve performance and efficiency in the management and protection of critical data. According to Dell, its PowerProtect Data Domain All-Flash appliances deliver up to four times faster data restores and double the replication performance, in comparison with previous hard-disk drive systems. These appliances are also designed to be more efficient, occupying 40% less rack space and reducing power usage by as much as 80%. Enhancements to Dell's PowerScale software aim to broaden support for object storage and bolster cyber resilience. The PowerScale Cybersecurity Suite offers a comprehensive approach to protect, access, and recover essential data. Organisations can also take advantage of improved application performance through Amazon EC2 cloud burst and minimise backup costs by using Dell ObjectScale, Amazon S3, or Wasabi cloud storage services. A new feature for Dell PowerStore, Advanced Ransomware Detection, leverages artificial intelligence analytics to validate data integrity and mitigate downtime resulting from ransomware attacks. This update comes as Dell marks the fifth anniversary of PowerStore, which has been adopted by over 17,000 customers worldwide. To streamline operations, Dell has also updated its software to automate the deployment and management of disaggregated private cloud and edge solutions using both Dell and partner technologies. Dell Private Cloud is positioned as a new method for setting up, managing, and scaling private clouds, built on cloud software from providers such as Broadcom, Nutanix, and Red Hat, operating on Dell's disaggregated infrastructure. This solution is intended to safeguard investment through the use of reusable infrastructure, simplify workflows with end-to-end lifecycle management, and provide choice with a range of validated blueprints. Dell reports that automation in its Private Cloud offering can reduce provisioning steps for a private cloud stack by up to 90% compared to manual methods, delivering a functioning cluster in just two and a half hours without manual input following hardware installation, configuration, and onboarding. Dell Private Cloud is managed via the Dell Automation Platform. This software platform is purposed to facilitate deployment and operation of disaggregated solutions, equipped with secure, zero-touch onboarding and centralised control. Addressing customer perspectives, Keith Bradley, Vice President, IT and Security at Nature Fresh Farms, stated: "Dell Private Cloud has proven to be the right fit to helps us meet our business priorities. The flexibility to transition between cloud ecosystems and the ability to repurpose hardware is a game-changer for us by providing investment protection and enabling us to respond to evolving business needs quickly." Updates to Dell NativeEdge introduced new features aimed at supporting virtualised workloads at the edge and within remote branch offices. These include policy-based load balancing, virtual machine snapshots, backup, and migration capabilities to protect and secure mission-critical data. The platform now also offers consistent management across varied edge environments, and supports integration of non-Dell and legacy infrastructure. Arthur Lewis, President, Infrastructure Solutions Group at Dell Technologies, commented: "At Dell Technologies, we're defining the future architecture of the intelligent enterprise. Our disaggregated infrastructure approach helps customers build secure, efficient modern data centers that turn data into intelligence and complexity into clarity." Some of these new solutions and updates will be available in stages. Dell PowerStore Advanced Ransomware Detection is scheduled for release in the second half of 2025. The Dell PowerProtect All-Flash Appliance is expected to be available in August 2025, while PowerScale Cyber and Disaster Recovery solutions and additional PowerScale software enhancements are anticipated to be accessible in the third quarter of 2025. Dell Private Cloud with VMware vSphere is currently available, with expanded ecosystem support and software-as-a-service deployment anticipated later in the year. Updates to Dell NativeEdge are expected by July 2025.
