Look out, Super Micro: Dell is cementing itself as an AI play too

Look out, Super Micro investors, as Dell is starting to cement itself as a major player in artificial intelligence in the computer-server and storage market. On Thursday, Dell Computer Inc. DELL, +1.51%and its quarterly results also overshadowed another rival, Hewlett Packard Enterprise Co. HPE, +2.49%,with bullish comments about AI-related demand that the company is seeing. Dell said that it now expects to return to revenue growth in fiscal 2025, albeit at a low single-digit rate.The company&rs