When it comes to AI, there are many different types of business that participate in this complex technical value chain. Some companies design advanced chips or make up intense complicit work. Others create large data centers or provide high speed cable that chips letter to talk to each other. Eventually, these investments lead to the creation of computer programs that use AI workloads.
An important part of this AI value chain There are server companies. These companies procure the graphics processing unit (GPUs) from the suppliers Nvia Saltak: NVDA. Then they made them a server that kept them to create a server along with other parts. In its simplest, a server is just a computer.
A GPU computer is one of many components needed to work. Motherboards, storage and RAM are other parts that need. Server companies can collect all these parts and then sell them as a package. They have customized specific packages for AI workloads. Together, these three servers can come to $ 40 billion in II revenue in 2025.
Dell Technology: AI Server can create 15% of business in 2025
Dell Technologies Stock Forecast Today
$ 141.24
45.14% vice versaModerate purchase
Based on the 19 analyst ratings
| High prophetic | $ 160.00 |
|---|---|
| Average prophecy | $ 141.24 |
| Less thanks | $ 116.00 |
Dell Technology NYSE: Dell Believes AI server will become an important part of their overall business in 2025. The Technical company Just was its Fiscellaneous full-year 2025 earnings.
For Delt, this financial period is similar to the 2024 calendar period. During that year, the firm received ai server for about 10 10 billion. Many seen a closed proxy for revenue, since companies can usually assume these ships when they cared for them. Overall, for more than 10% of the total revenue of the total revenue of the total revenue of the total revenue this year this year.
Dell also announced a special guidance relating to AI servers. In the financial year 2026, or 2025 calendar years, 1. 15 billion in the AI server shipments. Based on the total revenue of the firm, the price of AIAI server will increase about 15% as a percentage of the total revenue.
Heylet Packard Enterprises: Small but fast growing AI systems
Next is up Hewlet Packard Enterprises NYSE: HPE. In Financial Pri 4, which is equivalent to the three-month end of 31 October, 2024, says “A-system” 1.5 billion dollars revenue. In addition to servers, the company breaks revenue for AI services. This includes how to use this AI servers include goods and training items such as entrepreneurs and training. In the financial year, its total income was a 173% of the 8.1 billion in 8.1 billion in 2023.
The HPE will expect this special guidance in the AI-system revenue how much it will be found in 2025, but we can use to reduce this number. Suppose the same level of the same level of I-system revenue from the financial question, in the case of total A-system revenue, it will show the Rs 46% of the total A-system revenue in financial 2024. It represents approximately 3.5 billion increases for AI systems.
Overall, its I-system revenue is likely to be between 30 30 billion dollars, the first 12 months of 2025. The number may also be loud. In view of 1 billion dollars in the number Supply social media company X x With AI servers. Dell and the next company defeated the Dell and the next company in this list to get it.
Super micro computer: 20 billion in the table in AI revenue in 6025
The prediction of Super Micro Computer Stock today
$ 56.64
45.61% vice versaHold
18 Based on 18 analysts ratings
| High prophetic | $ 130.00 |
|---|---|
| Average prophecy | $ 56.64 |
| Less thanks | $ 32.50 |
Super micro computers Saltak: SMCI Today is a hot topic in the market. It can reach the revenue related to AI that the Dell and HPE can bring together. The company recently released their financial consequences for financial Q2 2025, equivalent to Q4 2024 calendar quarters. Management said that 70 percent of the company revenue was contributing to 70 per cent in the AI-related platforms.
Based on the guidance provided by the company, the analysts forecast a total of 28.4 billion dollars on the next four strings. If the AI-related platforms continue to bring up 70% of revenue, the company will earn Rs. 5 billion in 2025.
Including super micro to 20 billion, a cost of the cost of 2025 to 2025, which they are offering 40 40 billion.
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