When it comes to AI, there are many different types of businesses that participate in this complex technological chain of creating cost. Some companies develop or make advanced chips that perform intense computing work. Others create huge data processing centers or provide high -speed cables that allow chips to talk to each other. In the end, these investments lead to the creation of computer programs that use artificial intelligence workloads.
One of the important part of this chain of creating the creation of artificial intelligence shares is server companies. These companies acquire graphic units of processing (graphic processors) from suppliers such as NVIDIA NASDAQ: NVDAThen they put these chips along with other components to create a server. In the simplest form, the server is just a computer.
GPU is only one of many components necessary for the computer. Motherboards, storage and RAM are other details that are necessary. Server companies combine all these parts, and then sell them as a package. They have certain packages optimized for artificial intelligence workloads. Together, these three server companies can bring AI income in the amount of $ 40 billion in 2025.
Dell Technologies: AI servers can be 15% of business in 2025
Dell Technologies Forecast today
$ 141,24
45.14% growthModerate purchase
Based on 19 analysts ratings
| High forecast | $ 160.00 |
|---|---|
| Average forecast | $ 141,24 |
| Low forecast | $ 116.00 |
Dell Technologies forecast forecast for shares
Dell Technologies NYSE: Dell He believes that AI servers will become a much more important part of the common business in 2025. The technological company has just released a profit for the 2025 financial year.
For Dell, this financial period is the same as in the calendar period of 2024. During this year, the company reached the AI server in the amount of almost $ 10 billion. Many consider deliveries to a close indicator of income, since companies can usually recognize these supplies as income as soon as they deliver them. In general, this was 10 billion dollars a little more than 10% of the total income Dell per year.
Dell also announced a specific guide related to artificial intelligence servers. In 2026, or in 2025 of the calendar year, Dell predicts $ 15 billion in the supply of AI server. Based on the general leadership of the company’s income in the amount of $ 103 billion, Dell predicts that the income from AI Server as a percentage of total revenue will increase to almost 15%.
Hewlett Packard Enterprise: Smaller but rapidly growing business with AI
Next – Hewlett Packard Enterprise NYSE: HPEThe field in the 4th financial quarter, which is equated to the three months that ended on October 31, 2024, HPE saw that he called “Ai-Systems” of $ 1.5 billion income. In addition to servers, the company also interrupts income from artificial intelligence services. This includes things such as consulting and teaching corporate clients on how to best use their servers in artificial intelligence. The total income from AI Systems in $ 4.1 billion. The United States in 2024 amounted to an increase of 173% compared to 2023 financial.
HPE did not give specific guidance on how many AI-Systems revenues he will see in 2025, but there are some trends that we can use to withdraw this number. Assuming that the same income level of the AI systems from the Fiscal Q4, HPE will bring from this source $ 6 billion in financial 2025. This will be about 46% of growth from the point of view of the total income from AI systems compared to financial 2024.
In general, the income from AI-Systems will probably be from 4 to 6 billion dollars. The United States in 2025, which corresponds to the first 12 months that ended on October 31, 2025. This number may be even higher, given that the company, according to reports, signed a deal of $ 1 billion for the provision of Social Media Company X on AI servers. HPE knocked out Dell and the next company on this list to get these sales.
Super Micro Computer: 20 billion dollars of AI income is located on the table in 2025.
Super Micro Compult Stock Today Super
$ 56.64
45.61% growthHold
Based on 18 analysts ratings
| High forecast | $ 130.00 |
|---|---|
| Average forecast | $ 56.64 |
| Low forecast | $ 32.50 |
Detailed information about the Super Micro Compult reserves forecast
Super Micro Computer NASDAQ: SMCI A hot theme in the market today. The income associated with AI can double that Dell and HPE bring united. The company has recently published its financial results for Fiscal Q2 2025, equivalent to the calendar quarter of the 4024 quarter of 2024. Management said that the platforms associated with AI contributed to more than 70 percent of the company’s income in this quarter.
Based on the company provided, analysts predict a total income of $ 28.4 billion. USA for the next four quarters. If the Platforms associated with AI will continue to bring 70% of the revenue, the company in 2025 will earn sales of $ 20 billion from them.
Adding $ 20 billion from Super Micro, $ 15 billion from Dell, and, presumably, 5 billion dollars from HPE brings a combined figure of up to $ 40 billion for 2025. In general, these companies expand their business using the benefits that they can offer in the ecosystem.
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