Dell Technologies (DELL) stock is down nearly 5% on news that Apple (AAPL) is planning to develop a massive new factory in Texas by 2026 that will build artificial intelligence (AI) servers.
At the same time, Bloomberg reports that Elon Musk's company is in advanced talks with Dell Technologies to buy $5 billion in AI servers. The Nvidia GB200 compute tray contains two Nvidia Grace CPUs ...
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