Ilya Lysov’s Post

NVIDIA was not the AI top performer stock year-to-date! 🚀📈 If you invested in AI infrastructure companies, particularly those I closely follow, you would have only lost money if you had invested in Snowflake (SNOW) and Teradata (TDC). 🤔 Why did these companies lose stock value over the past year? Let's dive in! While NVIDIA has been grabbing all the headlines with its massive 134.11% increase, the true star performer in the AI space has been SuperMicro (SMCI), boasting an incredible 195.15% YTD growth! 🌟 Everybody talks about NVIDIA, but don't sleep on SuperMicro! Their exceptional performance highlights the broader opportunities in AI and tech infrastructure beyond the usual suspects. 📊💡 Here's a quick breakdown of their YTD performance as indicated: - Supermicro Computer, Inc. (SMCI): +195.15% - Vertiv Holdings Co (VRT): +127.26% - Modine Manufacturing Company (MOD): +60.91% - Qualcomm Inc. (QCOM): +49.18% - Amazon.com, Inc. (AMZN): +21.81% - Oracle Corporation (ORCL): +18.86% - Microsoft Corporation (MSFT): +15.88% - IronMountain Solutions, Inc. Incorporated (IRM): +14.26% - Helix Energy Solutions Group, Inc. (HLX): +12.29% - Digital Realty Trust, Inc. (DLR): +4.29% - IBM International Business Machines Corporation (IBM): +3.87% - Snowflake Inc. (SNOW): -21.06% - Teradata Corporation (TDC): -27.20% Check out the chart below for a detailed comparison of these AI and tech stocks. Let's discuss what’s driving these trends and why Snowflake and Teradata are lagging behind. 📉🔍 #AI #Investing #TechStocks #NVIDIA #SuperMicro #StockMarket #AIInfrastructure

🚀 Dell's remarkable surge in share prices after unveiling its earnings report signals a booming AI server demand. Today we examine what this means for investors and delve into the evolving landscape of AI-driven computing. Learn more 👉 https://lnkd.in/gF9Aybuw #AI #Investing #Insights #Dell #Technology #Computing #Investment

🚀🏆🏆🏆🏆🏆🏆🏆🏆🏆🚀 We did it again for the 9th time in the row! #Gartner says: - Broad portfolio: Dell has the broadest portfolio of software and hardware offerings in this market, addressing a wide range of unstructured data workloads with purpose-fit products. - Global supply chain: Dell is considered a trusted provider, especially in emerging countries that depend on its global supply chain to provide mission-critical hardware and software support. - AI readiness: Dell’s close technology partnership with NVIDIA and investment in AI projects, such as Dell Data Lakehouse and DGX SuperPOD certifications, make Dell’s storage infrastructure preferred for AI workloads. Thanks to our customers who trust us and who are working with us continually on improving the products. And for all others: What are you waiting for 😅 lets do the magic 10 in 2025 #GartnerMagicQuadrant #iwork4dell #weareUDS #OneFS #PowerScale #S3 #Objectstorage 

𝗠𝗶𝗻𝗱-𝗕𝗹𝗼𝘄𝗶𝗻𝗴 𝗔𝗜: 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗗𝗲𝗹𝗹'𝘀 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗕𝗲𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗗𝗲𝗹𝗹 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀" Fortune's article is a must-read. The force behind it? Michael Dell's groundbreaking perspective on generative AI. This isn't a wave, it's a tsunami; bigger, more powerful and a game-changer for Dell Technologies. Think gold mine of growth. Even in a sea of uncertainties, Dell’s faith in AI is unshakable. His eyes are on the prize, and he's gunning for it full throttle. Look at the strategy at play: Dell Technologies isn't merely riding the AI wave. They're laying the groundwork for it. Their focus? Data infrastructure. Picture this: they're building an AI gold mine, equipped with the necessary tools and services. And they're not stopping at blueprints. They've rolled out AI-optimized infrastructure products. The spotlight is on the Latitude AI PCs, armed with a neural processor that's ready to handle generative AI workloads. The market's response? A whopping 40% surge in orders for AI-optimized servers in the last quarter alone. And at the helm of it all? Michael Dell – the man with the plan. Portrayed as an analytical visionary, his bet on data infrastructure and AI isn't a gamble, but a tactical move to take Dell Technologies to unprecedented heights. Jump on this AI rollercoaster. Join us in exploring the potential, strategic focus, and recent successes of AI at Dell Technologies. Get ready to buckle up, because this journey is just beginning! https://lnkd.in/gS5MkKj9 #AI #businessfounders #newtech

Technology is a ball rolling downhill and picking up speed at an aggressive pace. Hardware, software, everything. In some people's minds it is about to leap off the mountain. Either way, every six months it is exponentially faster, deeper, and more meaningful. Understanding technology and being an active decision maker in how it is going to drive the business forward is the responsibility of every single person in the Org today. Tech does not just live within IT - it is fundamental to what every single person in the Org does, right now. As a Leader you need to have tech strategy for your group, and if you are waiting on someone to tell you what tech to use you are late to the party. You have to own the deep understanding of the value and be part of the delivery of the tech you need, even though you might not be the one tying it all together. A business is an ecosystem - successful Orgs today have harmonious tech infrastructures for customers and employees. They are orchestras that are playing together. https://lnkd.in/gfr7uFst

'I've always believed in what Isaac Newton said: You see clearly because you stand on the shoulders of giants. It's a great phrase. Nvidia is a $2-trillion market cap company. IBM is almost $200 billion market cap, but an incredible brand in U.S. history, a 100-year-old incredible brand. We are now more visible because we stand on their shoulders,' says Cohesity CEO and President Sanjay Poonen. #datastorage #businesscontinuity #disasterrecovery #ai

Turn AI-possible ➡️ AI-proven Hint: #data is the new fuel. Our Dell Technologies Partner walks through a proof of concept to final solution. Here's how: https://dell.to/46l7FQ5 #iwork4dell

Turn AI-possible ➡️ AI-proven Hint: #data is the new fuel. Our Dell Technologies Partner walks through a proof of concept to final solution. Here's how: https://dell.to/46l7FQ5 #iwork4dell

Turn AI-possible ➡️ AI-proven Hint: #data is the new fuel. Our Dell Technologies Partner walks through a proof of concept to final solution. Here's how: https://dell.to/46l7FQ5 #iwork4dell