Dell Technologies에 대한 매도 수량은 투자자에게 Dell Technologies의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Dell Technologies (NYSE:DELL) 주식, 공매도 수량 보고

Dell Technologies

Dell Inc.

NASDAQ

Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.

Taiwan,-,Mar,16,,2024:,Dell,(founded,1984),Is,A

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델 테크놀로지스(NYSE:DELL)는 엇갈린 4분기 실적을 발표했다. 그러나 경영진은 연간 배당금을 18% 인상한다고 발표하고, 2026회계연도에 인공지능(AI) 서버 사업이 최소 150억 달러 규모로 성장할 것으로 예상한다고 전했다.

델 테크놀로지, 2026회계연도 AI 서버 매출 150억 달러 예상...엇갈린 분기 실적 속 배당 18% 인상

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금요일(28일) 아침 미국 주식 선물의 혼조세가 나타나는 가운데 투자자들이 주목할 만한 몇 가지 주식이 있다. 글로벌 파트너스, 오웬스, HP, 델 테크놀로지스 및 차트 인더스트리즈

금요일 주목해야 할 주식: 글로벌 파트너스, 오웬스, HP, 델 테크놀로지스 및 차트 인더스트리즈

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델 테크놀로지스(NYSE:DELL)는 목요일(27일) 장 마감 후 4분기 실적을 발표했다. 이번 실적 보고서의 주요 수치는 다음과 같다.

델 테크놀로지스, 엇갈린 4분기 실적 발표 후 시간외 주가 2% 하락

Dell Technologies Inc. Class C Common Stock

Dell Technologies Inc

All eyes are on NVIDIA Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025. <a href="https://www.benzinga.com/topic/jensen-huang">CEO Jensen Huang</a> is set to unveil what's next <a href="https://www.benzinga.com/topic/artificial-intelligence">in AI hardware</a>.
JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain.
<h1 class="wp-block-heading">Blackwell Ultra: On Track, But Skepticism Remains</h1>
Chatterjee expects "Blackwell Ultra ramp remains on track for the second half of the year" — a crucial milestone for Nvidia suppliers. Investors are "likely to be taken as a positive" only if Nvidia reaffirms its aggressive innovation cycle. 
The Rubin platform, expected in 2026, will also be in focus, though "specificity on timing" may be lacking.
Among the potential winners? 
Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) are all poised to benefit from Nvidia's hardware evolution.
Read Also: <a href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst">GTC 2025 Could Reignite Nvidia&#8217;s Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst</a>
<h1 class="wp-block-heading">How Dell, Super Micro Stand To Gain</h1>
The next-gen chips will push power and thermal limits. Blackwell Ultra and Rubin will demand "independent power racks (300-700 kW per rack)" and more liquid cooling. This should benefit Dell and Super Micro. 
At the GTC 2025, one may also expect heightened interest in "increasing GPU density" and rising thermal design power levels: 1.2 kW for Blackwell, 1.4 kW for Blackwell Ultra and 1.8 kW for Rubin.
<h1 class="wp-block-heading">Copper Vs. Optics: Amphenol, Coherent, Fabrinet Likely Winners</h1>
Networking firms will be under the microscope as rack density rises from 36 to 72 to 144 GPUs. While optics adoption is a concern, "connectivity within the rack to be dominated by copper" is good news for Amphenol. 
Optical transceiver suppliers like Coherent and Fabrinet are positioned well as "resilient transceiver ASPs" hold steady amid short innovation cycles.
<h1 class="wp-block-heading">Investor Sentiment: AI Capex Uncertainty Looms</h1>
While GTC may not settle broader AI capex concerns, it could "primarily change sentiment" on key AI supply chain stocks. Amphenol, with its passive copper exposure, and optical transceiver names like Fabrinet, Lumentum and Coherent will be in the spotlight.
With Nvidia's GTC just weeks away, the stakes are high. For hardware and networking stocks, the AI boom is far from over. Investors will be tuning in to see who rides the next wave.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44360400/legendary-trader-says-tesla-nvidia-apple-shares-are-ready-to-rally-i-see-what-i-like-to-see">Legendary Trader Says Tesla, Nvidia, Apple Shares Are Ready To Rally: &#8216;I See What I Like To See&#8217;</a></li>
</ul>

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Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro

Deep-pocketed investors have adopted a bullish approach towards Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in DELL usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for Dell Technologies. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 50% leaning bullish and 37% bearish. Among these notable options, 3 are puts, totaling $592,585, and 5 are calls, amounting to $727,725.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $80.0 to $145.0 for Dell Technologies during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Dell Technologies's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Dell Technologies's whale activity within a strike price range from $80.0 to $145.0 in the last 30 days. 
<h3>Dell Technologies Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742227253_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$7.5</td>
<td>$7.35</td>
<td>$7.35</td>
<td>$115.00</td>
<td>$551.2K</td>
<td>2.0K</td>
<td align="right">756</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$5.45</td>
<td>$5.35</td>
<td>$5.35</td>
<td>$95.00</td>
<td>$510.3K</td>
<td>2.7K</td>
<td align="right">956</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$17.75</td>
<td>$17.5</td>
<td>$17.8</td>
<td>$97.50</td>
<td>$67.6K</td>
<td>188</td>
<td align="right">40</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$6.8</td>
<td>$6.05</td>
<td>$6.8</td>
<td>$130.00</td>
<td>$44.2K</td>
<td>4.1K</td>
<td align="right">0</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$48.55</td>
<td>$48.4</td>
<td>$48.55</td>
<td>$145.00</td>
<td>$43.6K</td>
<td>56</td>
<td align="right">9</td>
</tr>
</tbody>
</table>

<h3>About Dell Technologies</h3>
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.
Having examined the options trading patterns of Dell Technologies, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Dell Technologies</h3>
<ul>
<li>With a volume of 1,697,863, the price of DELL is up 2.85% at $98.4. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 73 days.</li>
</ul>
<h3>What Analysts Are Saying About Dell Technologies</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $138.2.
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&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Dell Technologies, targeting a price of $116. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Dell Technologies with a target price of $150. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Buy rating on Dell Technologies with a target price of $145. 
&#x2A; An analyst from Loop Capital persists with their Buy rating on Dell Technologies, maintaining a target price of $130. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Dell Technologies, which currently sits at a price target of $150. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Dell Technologies, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Behind the Scenes of Dell Technologies's Latest Options Trends

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Shares of tech and hardware stocks are trading higher amid an overall market rebound.

In a Friday note, JP Morgan analyst Samik Chatterjee maintained an Overweight rating on Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a <a href="https://www.benzinga.com/quote/DELL/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $150</a>.
Chatterjee hosted Dell&#8217;s Paul Frantz, VP of Investor Relations, for an investor meeting following the company&#8217;s <a href="https://www.benzinga.com/pressreleases/25/02/b44024768/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-2025-financial-results" target="_blank" rel="noreferrer noopener">fourth-quarter earnings</a>.
Dell reported quarterly revenue of $23.9 billion, up 7% year over year, but missed the analyst consensus estimate of $24.6 billion.
Also Read: <a href="https://www.benzinga.com/25/03/44274133/supermicro-taps-intel-chips-to-power-real-time-ai-at-the-edge-eyes-growth-in-iot-and-healthcare" target="_blank" rel="noreferrer noopener">Supermicro Taps Intel Chips To Power Real-Time AI At The Edge, Eyes Growth In IoT And Healthcare</a>
Adjusted EPS of $2.68 beat the analyst consensus estimate of $2.53.
The AI Server revenue guidance of $15 billion+ for fiscal 2026 is driven by Tier 2 CSPs, similar to the $10 billion in fiscal 2025. However, Dell noted increasing traction from the Enterprise vertical, disclosing deals with over 2,000 Enterprise customers over the past six quarters. Dell noted significant opportunities in the AI server market, which it estimates is now tracking to a TAM of $295 billion, implying the company is targeting a market share of 5%+.
Dell continues to emphasize an expanding and accelerating AI Server pipeline, which is several times larger than the company&#8217;s backlog of $4 billion at the end of the fourth quarter. Additionally, Dell noted that the recent transition from Hopper to Blackwell is expected to drive lumpiness with supply ramping.
Dell emphasized that while the AI Server business is margin-dilutive, it is accretive to gross/operating profit, earnings, and cash flow across both large and small deals.
Dell noted that despite expanding AI Server revenue from ~$2 billion in fiscal 2024 to ~$10 billion in fiscal 2025, ISG operating margins increased from 12.6% in fiscal 2024 to 12.8% in fiscal 2025. Thus, the guidance for fiscal 2026 incorporates a similar dynamic, as ISG operating margins will likely remain stable despite the outlook for AI Server revenue to expand to at least $15 billion.
The Storage forecast for low-single-digit growth in fiscal 2026 incorporates continued demand momentum for mid-range products, such as Power Store and Power Scale. This growth is partially offset by the shift to Dell IP, with Partner IP becoming a headwind and ongoing declines in high-end products, where the market is structurally declining. Nonetheless, the growth, particularly for Dell IP, is expected to impact both gross and operating margins positively.
Chatterjee is more positively inclined toward the AI-driven compute investment cycle, which should benefit branded server companies. However, the drivers for the remaining businesses are more mixed, subject to the macro backdrop.
The analyst was more confident in the sustainability of a more substantial growth rate in the ISG group, led by a stronger compute investment cycle. This sets up the company for double-digit earnings growth as it cycles past the macro pressures on PCs and General-Purpose servers.
While Dell is unlikely to be perceived as a primary beneficiary of an AI investment cycle, Chatterjee expects all server companies to benefit from selling higher-end servers with upsides in ASP and (operating) margin.
The analyst noted the upside to Dell shares stemming from attributing a higher target valuation multiple to the shares relative to their historical average because of the leverage to AI investments. A strong rebound in PCs and an uplift from adopting AI PCs can provide further upside to the analyst&#8217;s estimates.
Chatterjee projected first-quarter revenue of $23.04 billion and adjusted EPS of $1.65.
Price Action: DELL stock is up 440% at $96.56 at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/03/44327422/softbank-to-build-676-million-ai-data-center-in-japan-linked-to-openai-partnership" target="_blank" rel="noreferrer noopener">SoftBank To Build $676 Million AI Data Center In Japan, Linked To OpenAI Partners</a></li>
</ul>
Photo: Shutterstock

Price Target

Reiteration

Dell Analyst Says Expanding AI Server Pipeline Could Drive Double-Digit Earnings Growth

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Shares of companies within the broader technology sector are trading higher amid a rebound from weakness earlier this week. The sector may be seeing a boost following softer-than-expected February inflation figures.

Investors with a lot of money to spend have taken a bearish stance on Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with DELL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 22 uncommon options trades for Dell Technologies.
This isn't normal.
The overall sentiment of these big-money traders is split between 36% bullish and 50%, bearish.
Out of all of the special options we uncovered, 15 are puts, for a total amount of $1,025,438, and 7 are calls, for a total amount of $239,593.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $85.0 and $135.0 for Dell Technologies, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Dell Technologies options trades today is 1308.73 with a total volume of 7,124.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Dell Technologies's big money trades within a strike price range of $85.0 to $135.0 over the last 30 days.
<h3>Dell Technologies Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741795346_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$3.65</td>
<td>$3.55</td>
<td>$3.55</td>
<td>$98.00</td>
<td>$263.3K</td>
<td>149</td>
<td align="right">752</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$12.35</td>
<td>$12.1</td>
<td>$12.2</td>
<td>$85.00</td>
<td>$183.0K</td>
<td>292</td>
<td align="right">150</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$15.75</td>
<td>$15.6</td>
<td>$15.75</td>
<td>$95.00</td>
<td>$74.0K</td>
<td>1.5K</td>
<td align="right">53</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$95.00</td>
<td>$60.5K</td>
<td>2.4K</td>
<td align="right">174</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/14/25</td>
<td>$10.45</td>
<td>$10.0</td>
<td>$10.3</td>
<td>$104.00</td>
<td>$56.5K</td>
<td>124</td>
<td align="right">57</td>
</tr>
</tbody>
</table>

<h3>About Dell Technologies</h3>
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.
<h3>Dell Technologies's Current Market Status</h3>
<ul>
<li>Trading volume stands at 3,527,422, with DELL's price up by 2.53%, positioned at $93.89.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 78 days.</li>
</ul>
<h3>What Analysts Are Saying About Dell Technologies</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $149.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Dell Technologies with a target price of $150. 
&#x2A; Consistent in their evaluation, an analyst from UBS keeps a Buy rating on Dell Technologies with a target price of $150. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Dell Technologies, maintaining a target price of $145. 
&#x2A; Maintaining their stance, an analyst from B of A Securities continues to hold a Buy rating for Dell Technologies, targeting a price of $150. 
&#x2A; An analyst from JP Morgan persists with their Overweight rating on Dell Technologies, maintaining a target price of $150. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Dell Technologies, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

This Is What Whales Are Betting On Dell Technologies

Fresh off a series of investor meetings with Advanced Micro Devices Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) CEO Lisa Su, JPMorgan analyst Harlan Sur says the company is increasingly confident about delivering <a href="https://www.benzinga.com/topic/lisa-su">over 20% growth in 2025</a>.
Sur&#8217;s expectations stem from a mix of AI acceleration, CPU dominance, and strategic partnerships.
These insights stem from the analyst&#8217;s discussions with AMD leadership at recent investor meetings.
See Also: <a href="https://www.benzinga.com/markets/equities/25/03/44271204/tsmc-proposes-joint-venture-with-nvidia-amd-and-broadcom-to-operate-intels-factories-report">TSMC Proposes Joint Venture With Nvidia, AMD And Broadcom To Operate Intel&#8217;s Factories: Report</a>
<h2 class="wp-block-heading">AI GPUs: The Next Big Thing</h2>
Su's AI ambitions are no secret, and AMD is gearing up for a breakout year in its AI GPU business. The company expects over 60% growth in AI GPUs this year alone. That&#8217;s thanks to a massive ramp in its MI350 accelerator platform. 
Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) just dropped a multi-billion-dollar order for 30,000 MI355X GPUs — an early sign of demand that AMD believes will only intensify.
With Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and other cloud giants in line to transition to the MI350 series, AMD's AI roadmap looks stronger than ever.
But the real game-changer? The MI400 platform. Coming in 2026, it aims to compete with Nvidia Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Rubin-class compute, targeting massive AI clusters exceeding 100,000 GPUs.
AMD isn't just trying to keep up—it's aiming to redefine AI compute with a more flexible, scalable architecture.
Read Also: <a href="https://www.benzinga.com/25/03/44245077/amd-unleashes-new-ai-focused-chips-to-power-smarter-networks-and-edge-devices">Advanced Micro Devices Unleashes AI-Focused Chips Powered By &#8216;Zen5&#8217; Core Architecture</a>
<h2 class="wp-block-heading">CPUs: More Market Share, More Power</h2>
AI isn't AMD's only growth engine. Server CPUs remain a core strength, with Su &amp; Co. confident in crossing 50% market share in the long term. AMD closed 2024 with an estimated 37-38% share, up from 32-33% the year before, and expects another 500-600 basis points of gains this year. 
AMD&#8217;s direct-sales approach is also eating into Intel's long-standing enterprise dominance.
Next-gen AI workloads, including agentic AI (which demands more CPU compute alongside GPUs), should only accelerate this momentum. 
Meanwhile, AMD's notebook and desktop CPUs continue to gain ground. Market share has been climbing for four consecutive quarters, and a fresh partnership with Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) to integrate Ryzen AI PRO CPUs into commercial PCs could unlock a new wave of growth.
With a diversified compute portfolio spanning AI GPUs, server CPUs, gaming, and embedded markets, AMD is positioning itself for sustained growth in 2025 and beyond.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/03/44269513/elon-musk-says-tesla-will-double-us-production-in-2-years-after-trump-backs-ev-giant-amid-stock-slump" target="_blank" rel="noreferrer noopener">Elon Musk Says Tesla Will Double US Production in 2 Years After Trump Backs EV Giant Amid Stock Slump</a></li>
</ul>
Image: Shutterstock

MSFT

ORCL

AMD Gears Up For Breakout Year In Artificial Intelligence GPUs Business: Analyst

Michael Dell, CEO of Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), announced a productive meeting with President Donald Trump, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk and other technology executives focused on enhancing government efficiency and strengthening American <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">leadership in artificial intelligence</a>.
What Happened: &#8220;Yesterday we had a productive discussion with Trump, Musk, and other tech CEOs about enhancing government efficiency and accelerating U.S. leadership in AI and technology,&#8221; Dell wrote on X. &#8220;We are proud to be a trusted AI partner for the U.S. government.&#8221;
The high-level meeting comes as Dell Technologies positions itself for significant AI-driven growth. During a recent earnings call, Dell COO Jeff Clarke projected the company&#8217;s AI server business would grow to <a href="https://www.benzinga.com/25/02/44035798/dell-technologies-projects-15-billion-ai-server-revenue-for-fy26-raises-dividend-18-amid-a-mixed-quarter">at least $15 billion</a> in fiscal year 2026, driven by what he described as a &#8220;robust opportunity pipeline&#8221; and Dell&#8217;s engineering and services advantages.
&#8220;This AI business drives incremental operating profit and is EPS-accretive,&#8221; Clarke stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Yesterday we had a productive discussion with <a href="https://twitter.com/realDonaldTrump?ref_src=twsrc%5Etfw">@realDonaldTrump</a> <a href="https://twitter.com/POTUS?ref_src=twsrc%5Etfw">@POTUS</a> <a href="https://twitter.com/elonmusk?ref_src=twsrc%5Etfw">@elonmusk</a> and other tech CEOs about enhancing government efficiency and accelerating U.S. leadership in AI and technology. We are proud to be a trusted AI partner for the U.S. government and look forward to…
&mdash; Michael Dell &#x1f1fa;&#x1f1f8; (@MichaelDell) <a href="https://twitter.com/MichaelDell/status/1899425934236618910?ref_src=twsrc%5Etfw">March 11, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/03/44267113/ark-invests-strategic-moves-tempus-ai-block-inc-and-draftkings-inc-in-focus">Cathie Wood&#8217;s Ark Invest Continues To Load Up On Tempus AI, Dumps Bitcoin-Focused Block In Tech Meltdown Aftermath</a>
Why It Matters: Dell&#8217;s meeting with Trump occurs amid increased government focus on AI development. In January, the administration announced support for Stargate, <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">a $500 billion joint venture</a> between OpenAI, SoftBank, and Oracle Corp. to build AI infrastructure across the United States.
The Stargate announcement boosted shares of NVIDIA Corp., Dell, and other AI-focused companies, as investors anticipated increased demand for <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">AI hardware and infrastructure</a>.
Dell&#8217;s statement indicates the company intends to continue engagement with &#8220;customers and policymakers&#8221; on AI initiatives, positioning itself as a key partner in the rapidly expanding artificial intelligence sector.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/25/03/44263206/warren-buffett-rakes-in-607-million-while-elon-musk-jeff-bezos-and-other-top-moneybags-bleed-67-bill" target="_blank" rel="noreferrer noopener">Warren Buffett Rakes In $607 Million While Elon Musk, Jeff Bezos, And Other Top Moneybags Bleed $67 Billion In A Day Amid Market Wipeout</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Government

TSLA

Michael Dell Joins Trump, Elon Musk For High-Stakes AI Talks As Dell Eyes $15 Billion In Server Business

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/14/25</td>
<td>$116.00</td>
<td>$166.0K</td>
<td>39.0K</td>
<td>20.5K</td>
</tr>
<tr>
<td>MARA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$14.00</td>
<td>$44.0K</td>
<td>2.6K</td>
<td>7.3K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$12.00</td>
<td>$90.7K</td>
<td>16</td>
<td>3.6K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$160.00</td>
<td>$85.0K</td>
<td>4.0K</td>
<td>3.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$205.00</td>
<td>$31.1K</td>
<td>8.7K</td>
<td>2.9K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$230.00</td>
<td>$47.5K</td>
<td>1.3K</td>
<td>1.8K</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$36.2K</td>
<td>1.1K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ON</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$55.00</td>
<td>$144.5K</td>
<td>4.7K</td>
<td>1.4K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$120.00</td>
<td>$30.0K</td>
<td>16.6K</td>
<td>1.1K</td>
</tr>
<tr>
<td>S</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$95.8K</td>
<td>1.2K</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on March 14, 2025. This event was a transfer of 2000 contract(s) at a $116.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $166.0K, with a price of $83.0 per contract. There were 39054 open contracts at this strike prior to today, and today 20552 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on March 14, 2025. This event was a transfer of 500 contract(s) at a $14.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $44.0K, with a price of $88.0 per contract. There were 2660 open contracts at this strike prior to today, and today 7303 contract(s) were bought and sold. 
• For CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on April 25, 2025. This event was a transfer of 2927 contract(s) at a $12.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $90.7K, with a price of $31.0 per contract. There were 16 open contracts at this strike prior to today, and today 3694 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option sweep with bearish sentiment. It expires in 11 day(s) on March 21, 2025. Parties traded 250 contract(s) at a $160.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $85.0K, with a price of $340.0 per contract. There were 4077 open contracts at this strike prior to today, and today 3065 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option trade that happens to be bullish, expiring in 38 day(s) on April 17, 2025. This event was a transfer of 100 contract(s) at a $205.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $311.0 per contract. There were 8703 open contracts at this strike prior to today, and today 2925 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option trade with bearish sentiment. It expires in 11 day(s) on March 21, 2025. Parties traded 30 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $47.5K, with a price of $1585.0 per contract. There were 1346 open contracts at this strike prior to today, and today 1844 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a put option sweep with neutral sentiment. It expires in 193 day(s) on September 19, 2025. Parties traded 62 contract(s) at a $75.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $584.0 per contract. There were 1175 open contracts at this strike prior to today, and today 1613 contract(s) were bought and sold. 
• For ON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), we notice a put option sweep that happens to be bullish, expiring in 11 day(s) on March 21, 2025. This event was a transfer of 139 contract(s) at a $55.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $144.5K, with a price of $1040.0 per contract. There were 4750 open contracts at this strike prior to today, and today 1456 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 38 day(s) on April 17, 2025. This event was a transfer of 400 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $75.0 per contract. There were 16660 open contracts at this strike prior to today, and today 1179 contract(s) were bought and sold. 
• Regarding S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>), we observe a put option sweep with bearish sentiment. It expires in 102 day(s) on June 20, 2025. Parties traded 1009 contract(s) at a $15.00 strike. This particular put needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $95.8K, with a price of $95.0 per contract. There were 1281 open contracts at this strike prior to today, and today 1027 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

CLSK

MARA

MSTR

10 Information Technology Stocks Whale Activity In Today's Session

ADTN

AMAT

ANET

ASML

ATGL

BBAI

CAMT

CIEN

CIFR

COMM

FLEX

KLAC

LITE

LRCX

MPWR

SMTC

SNOW

TWLO

WULF

Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

INTU

Shares of large-cap tech stocks are trading higher amid overall market strength on reports indicating Trump will delay auto tariffs.

Dell Technologies CFO Yvonne McGill Says: I Feel Strongly That The PC Refresh Cycle Will Not Be 100% Completed In This Year, It Will Extend Into Next Year-Morgan Stanley TMT Conference

Loop Capital analyst Ananda Baruah maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Buy and lowers the price target from $185 to $130.

Loop Capital Maintains Buy on Dell Technologies, Lowers Price Target to $130

Financial giants have made a conspicuous bearish move on Dell Technologies. Our analysis of options history for Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) revealed 63 unusual trades.
Delving into the details, we found 31% of traders were bullish, while 53% showed bearish tendencies. Out of all the trades we spotted, 35 were puts, with a value of $3,914,917, and 28 were calls, valued at $1,512,168.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $75.0 to $170.0 for Dell Technologies over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Dell Technologies's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Dell Technologies's significant trades, within a strike price range of $75.0 to $170.0, over the past month.
<h3>Dell Technologies 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741117542_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$16.6</td>
<td>$16.0</td>
<td>$16.3</td>
<td>$85.00</td>
<td>$815.0K</td>
<td>2.4K</td>
<td align="right">5</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$8.65</td>
<td>$8.35</td>
<td>$8.35</td>
<td>$85.00</td>
<td>$668.0K</td>
<td>761</td>
<td align="right">859</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$7.8</td>
<td>$7.6</td>
<td>$7.75</td>
<td>$90.00</td>
<td>$387.5K</td>
<td>11.0K</td>
<td align="right">516</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$10.7</td>
<td>$10.6</td>
<td>$10.6</td>
<td>$90.00</td>
<td>$230.0K</td>
<td>20</td>
<td align="right">220</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$7.4</td>
<td>$7.2</td>
<td>$7.2</td>
<td>$75.00</td>
<td>$215.2K</td>
<td>2.2K</td>
<td align="right">401</td>
</tr>
</tbody>
</table>

<h3>About Dell Technologies</h3>
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.
In light of the recent options history for Dell Technologies, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Dell Technologies</h3>
<ul>
<li>With a trading volume of 9,255,668, the price of DELL is up by 0.61%, reaching $96.14.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 86 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Dell Technologies</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $142.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Overweight rating for Dell Technologies, targeting a price of $150. 
&#x2A; An analyst from B of A Securities has decided to maintain their Buy rating on Dell Technologies, which currently sits at a price target of $150. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Dell Technologies, targeting a price of $116. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Dell Technologies, maintaining a target price of $145. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Buy rating for Dell Technologies, targeting a price of $150. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Dell Technologies options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Malaysian Trade Minister Tengku Zafrul Aziz said Tuesday the country will take &#8220;necessary action&#8221; against Malaysian companies if they&#8217;re implicated in a fraud case involving Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips allegedly routed from Singapore.
What Happened: &#8220;Right now, there&#8217;s no such cases in Malaysia to date, and we are investigating,&#8221; Zafrul <a href="https://www.cnbc.com/2025/03/04/malaysia-says-itll-take-action-if-firms-involved-in-nvidia-fraud-case.html">told</a> CNBC&#8217;s &#8220;Squawk Box Asia,&#8221; adding that Malaysia has no information suggesting data center companies there are misusing chips.
The statement follows Singapore Law Minister K Shanmugam&#8216;s Monday comments that servers in a fraud case may have contained Nvidia AI chips sent to Malaysia.
&#8220;The question is whether Malaysia was a final destination or from Malaysia, it went to somewhere else,&#8221; Shanmugam said.
See Also:&nbsp;<a href="https://www.benzinga.com/personal-finance/25/03/44068159/nba-legend-shaq-says-his-net-worth-quadrupled-once-he-took-note-from-jeff-bezos-and-started-investing-in-things-that-change-peoples-lives" target="_blank" rel="noreferrer noopener">NBA Legend Shaq Says His Net Worth ‘Quadrupled&#8217; Once He Took Note From Jeff Bezos And Started Investing In Things That ‘Change People&#8217;s Lives&#8217;</a>
Why It Matters: On Thursday, Singapore charged three men with fraud in cases linked to the alleged movement of Nvidia chips. According to Shanmugam, the chips were embedded in servers supplied by Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to Singapore-based companies <a href="https://in.benzinga.com/markets/equities/25/02/44033587/nvidia-chips-smuggled-to-china-3-men-charged-in-singapore-amid-us-export-crackdown">before transfer to Malaysia</a>.
When asked if Malaysia knew where the servers were now, Zafrul replied, &#8220;we don&#8217;t know,&#8221; adding authorities are checking if they went to the right parties.
The investigation emerges amid broader concerns about restricted <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44089103/whats-going-on-with-nvidia-shares-monday">U.S. technology reaching China</a>. Reuters reported in January that the U.S. Commerce Department is investigating whether Chinese AI startup DeepSeek has been using U.S. chips prohibited from export to China, noting &#8220;organized AI chip smuggling to China has been tracked out of countries including Malaysia, Singapore and the United Arab Emirates.&#8221;
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia Chip Fraud Probe: Malaysia Vows 'Necessary Action' But Admits 'We Don't Know' Where Servers Went

Dell Technologies shares are trading lower after Goldman Sachs cut its price target on the stock from $165 to $145.

Goldman Sachs analyst Michael Ng maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Buy and lowers the price target from $165 to $145.

Goldman Sachs Maintains Buy on Dell Technologies, Lowers Price Target to $145

Singapore authorities have initiated an investigation into potential fraudulent activities related to the shipment of&nbsp;Nvidia Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips. The chips, which are banned in China, were reportedly shipped to Malaysia via servers from&nbsp;Dell Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and&nbsp;Super Micro Computer Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
What Happened: Singapore&#8217;s Home Affairs and Law Minister K Shanmugam, provided details about the ongoing investigation following local media reports of several arrests. The arrests were connected to the suspected acquisition and export of Nvidia chips, which violated U.S. sanctions, as per a <a href="https://www.bloomberg.com/news/articles/2025-03-03/singapore-probes-potential-fraud-in-nvidia-ai-chip-shipments">Bloomberg</a> report
The parties under investigation reportedly misled server suppliers about the actual users of the hardware. The hardware was shipped from Singapore to Malaysia, and authorities are now investigating whether the servers, manufactured by Dell and SMCI, were further shipped to other countries.
"The question is whether Malaysia was a final destination or from Malaysia it went to somewhere else, which we do not know for certain at this point," said Shanmugam.
The investigation is centered on the involvement of Singapore-based entities in possibly diverting Nvidia chips to China and other countries restricted by the U.S. This investigation follows a recent U.S. inquiry into whether the Chinese AI company DeepSeek circumvented U.S. chip restrictions with assistance from third parties in Singapore.
Shanmugam did not particularly name DeepSeek and clarified that the investigation is independent of US export controls and was initiated by Singapore following an anonymous tipoff. The final destination of the servers is still being determined, with additional information requested&nbsp;from the U.S. and Malaysia.
SEE ALSO: <a href="https://www.benzinga.com/markets/equities/25/03/44070204/smci-co-founder-cashes-out-millions-in-stock-a-day-after-super-micros-delayed-filings">SMCI Co-Founder Cashes Out Millions In Stock A Day After Super Micro&#8217;s Delayed Filings</a>
Why It Matters: This investigation comes on the heels of a <a href="https://www.benzinga.com/markets/equities/25/02/44033587/nvidia-chips-smuggled-to-china-3-men-charged-in-singapore-amid-us-export-crackdown">recent incident </a>where three men were charged with fraud in Singapore for allegedly smuggling Nvidia chips to China, bypassing U.S. export controls. The men were among nine people arrested when Singapore authorities raided 22 locations. The cases involved chips allegedly destined for Chinese AI firm DeepSeek, as reported by local media CNA, citing sources. Furthermore, according to a previous Reuters report, Chinese universities and research institutes acquired Nvidia&#8217;s advanced AI chips through server products manufactured by Dell, Super Micro, and Taiwan&#8217;s Gigabyte Technology.
However, DeepSeek has denied the reports previously and acknowledged using Nvidia&#8217;s H800 chips, which it was legally permitted to purchase in 2023, and also revealed a supercomputing AI cluster powered by Nvidia A100 chips.
Meanwhile, the United States is already conducting a probe into whether DeepSeek has been using U.S. chips that are restricted from being shipped to China. The Trump administration is also evaluating plans to impose maximum limits on AI computing power exports to Southeast Asia and the Middle East, regions that U.S. officials believe are more susceptible to Chinese influence.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Singapore Investigates Potential Fraud In Nvidia AI Chip Shipments: 'The Question Is Whether Malaysia Was A Final Destination'

The past week has been a rollercoaster ride for the tech industry, with artificial intelligence (AI) taking the spotlight. From IPO announcements to earnings reports and ambitious projections, the world of AI has been abuzz with activity. Here&#8217;s a quick recap of the top stories that made headlines.
Nvidia-Backed CoreWeave Eyes $4 Billion IPO:
CoreWeave, a cloud computing firm supported by Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), is gearing up for an initial public offering (IPO). The company is aiming to raise $4 billion, with a valuation exceeding $35 billion.
<a href="https://www.benzinga.com/25/02/44053318/nvidia-backed-coreweaves-4b-ipo-the-ai-booms-next-big-test">Read the full article here.</a>
SoundHound AI&#8217;s CEO Discusses AI&#8217;s Role in Transforming the World
Following SoundHound AI&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) earnings beat, Benzinga interviewed its founder and CEO, Keyvan Mohajer. Mohajer discussed the company&#8217;s journey from a Stanford dorm room to becoming a major player in the AI industry.
<a href="https://www.benzinga.com/markets/equities/25/02/44052833/soundhound-ais-ceo-on-ai-agents-transforming-the-world-this-is-an-inevitable-evolution">Read the full article here.</a>
Nvidia Wipes $375 Billion Of Investor Wealth
Despite strong Q4 earnings, shares of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) have fallen 13.13% in 2025, erasing approximately $375 billion in investor wealth. Analysts attribute this to concerns about the company&#8217;s gross margins.
<a href="https://www.benzinga.com/news/earnings/25/02/44038874/nvidia-wipes-375-billion-of-investor-wealth-in-2025-margin-of-error-razor-thin-says-analyst-reiterating-buy-on-dips-call">Read the full article here.</a>
Dell Technologies Projects $15 Billion AI Server Revenue For FY26
Despite a mixed Q4, Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) remains optimistic about its AI server business. The company projects a growth of at least $15 billion in the fiscal year 2026 and announced an 18% increase in annual dividend.
<a href="https://www.benzinga.com/25/02/44035798/dell-technologies-projects-15-billion-ai-server-revenue-for-fy26-raises-dividend-18-amid-a-mixed-quarter">Read the full article here.</a>
Apollo Global Management In Talks To Lead $35 Billion Financing For Meta&#8217;s AI Data Centers
Apollo Global Management is reportedly in talks to lead a $35 billion financing deal to support Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) in developing new data centers across the U.S.
<a href="https://www.benzinga.com/news/financing/25/02/44023523/apollo-global-management-in-talks-to-lead-35-billion-financing-for-metas-ai-data-centers">Read the full article here.</a>
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Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

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Nvidia, Soundhound AI, Dell Technologies, And Meta Platforms Make Headlines: This Week In Artificial Intelligence

UBS analyst David Vogt maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Buy and lowers the price target from $158 to $150.

UBS Maintains Buy on Dell Technologies, Lowers Price Target to $150

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