Changes in US stocks | Computer hardware stocks rise, HPE.US (HPE.US) rises more than 9%

The Zhitong Finance App learned that on Thursday, computer hardware stocks generally rose, with ultra-micro computers (SMCI.US) and HPE (HPE.US) rising more than 9%, Quantum (QMCO.US) rising more than 7%, and Dell Technology (DELL.US) rising more than 3%.

According to the news, Goldman Sachs's recently released “2Q26 Server Market Share and Growth Prospects” research report shows that Dell and other global AI server cluster manufacturing leaders are simultaneously sharing the double growth dividends of “the accelerated expansion of the AI server market” and “a significant increase in order share for core AI cloud computing customers such as large enterprises and new clouds”, rather than just passively benefiting from hardware price increases.

Goldman Sachs emphasized in the research report that Dell is one of the most prominent brand manufacturers in this round of server share expansion. HPE retains the configuration value of enterprise infrastructure platforms, while ultra-micro computers need to face competitive problems where AI business growth is relatively poor.

According to the latest forecast data given by Goldman Sachs, the overall server market is estimated to be about 1.5 trillion US dollars in 2030, of which the AI server market is about 1.3 trillion US dollars and traditional servers are about 1920 billion US dollars. In contrast, the market size estimates given by Goldman Sachs in 2026 are about 370 billion US dollars for AI servers and 137 billion US dollars for traditional servers, respectively.