Weak guidance sent Dell Technologies Inc.‘s shares into a tailspin today, as the stock fell more than 10% in extended trading.The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up new systems powered by Nvidia Corp.’s next-generation Blackwell graphics processing unit chips and therefore shifting to later orders, some of which won’t be reflected in the current quarter.The personal computer and server giant reported third-quarter earnings that beat analysts’ expectations, but its revenue for the period came up light. The company said it delivered earnings before certain costs such as stock compensation of $2

AI is driving a seismic shift in enterprise infrastructure, with companies racing to integrate cutting-edge technologies into their operations. Things are moving quickly, and Dell Technologies Inc. and Nvidia Corp. are aiming to change the game on the data center with Dell AI Factory solutions.The goal of Dell AI Factory is to get something that is massively scalable. From there, people can start out with whatever their early workloads are, according to Adam Glick (pictured, right), senior director of AI portfolio marketing at Dell.Jason Schroedl at Nvidia and Adam Glick at Dell talk with theCUBE during SC24