Lenovo and NVIDIA Launch AI Express with 15-Day Order-to-Ship

Dell Technologies has joined a planned $15 billion AI data center initiative in Japan aimed at supporting large-scale AI workloads by pairing new data facilities with dedicated power supply capacity. The company also introduced rugged laptops with on-device AI features and added security aimed at field and mission-critical use cases. Dell's participation plugs directly into its existing hardware, software and support services business, tying its gear more tightly to power-hungry enterprise workloads and edge environments. The move fits a narrative centered on converting a US$95b AI backlog and a large pipeline into deployed systems, while the rugged laptops push AI closer to field workers in sectors such as public safety and energy. Dell still relies heavily on hardware in segments where HP and Lenovo also compete on price and features.

Dell Technologies has booked more than $130 billion of AI server orders over the past year and ended its latest quarter with a $95 billion AI backlog, with its AI customer base expanding to more than 6,500 customers. The company says some AI engagements require more than 50 unique designs as customers optimize systems around workload performance, power, cooling and data-center constraints. Dell's stock has risen more than fourfold since the end of February and trades at just 21.3 times forward earnings, with revenue expected to surge 69% this year before growing another 20% next year. Hedge fund sentiment strengthened in the second quarter, as the number of funds in Insider Monkey's database holding the stock rose from 72 to 77 and the value of those positions more than doubled from about $1.7 billion to $3.6 billion. Dell acknowledges component costs are rising, particularly for memory and storage, and that supply remains constrained across much of the AI infrastructure chain.

Super Micro has started shipping server racks built for NVIDIA's next-generation Vera Rubin AI architecture, sending its shares up 4.3% in the afternoon session. The start of shipments reinforces the server solutions provider's role in the AI infrastructure supply chain, as Vera Rubin-ready racks house and interconnect the high-density systems data centers need for advanced AI workloads. The stock was trading at $43.69, up 4.4% from the previous close. Super Micro is up 41.1% since the beginning of the year, but at $43.69 per share it remains 25.6% below its 52-week high of $58.68 from October 2025. The company's shares are extremely volatile, having logged 69 moves greater than 5% over the last year.