TD Synnex Q3 2026: Record Billings Surge 40% to $31.8 Billion as Hyve Jumps 117%

Dell Technologies launched its first XPS Googlebook, pushing the premium brand into Google's Gemini-powered laptop ecosystem. The 13-inch machine starts at $999 and is powered by Qualcomm's Snapdragon X Elite processor with up to 32 gigabytes of memory and on-device AI capabilities. Gemini sits at the center of the experience, while Android integration lets users move files, notifications and app activity between their phones and laptops with less friction. Shares fell about 2.3% to $536.98 at 10.33am ET on Thursday morning, a level that trades 132.06% above the stock's GF Value of $231.40. Dell disclosed no shipment targets, margin guidance or market-share ambitions, leaving strong sell-through to prove that Gemini and Android continuity can justify premium XPS pricing.

Super Micro Computer has begun commercial shipments of server systems built around NVIDIA's next-generation Vera Rubin platform, sending its shares down more than 3% Thursday afternoon. The company is shipping Vera Rubin NVL72 racks through its Data Center Building Block Solutions, combining computing hardware with liquid cooling, networking, storage and power components; each rack design uses 72 Rubin GPUs and 36 Vera CPUs. Super Micro said the platform can support deployments ranging from five-megawatt projects to data centers spanning gigawatt-scale capacity, and that a scalable unit can include 16 compute racks with 1,152 Rubin GPUs and 331 terabytes of HBM4 memory. At a Sept. 10 Goldman Sachs conference, Senior Vice President Michael Staiger said the company had about $60 billion in orders backing its fiscal 2027 revenue forecast of $65 billion to $72 billion. The company sees demand from neocloud operators, enterprises and sovereign customers.

Apple began shipping its new desktop computers, the Mac Mini and Mac Studio, on the 22nd. Priced at nearly 20,000 dollars for the top-end model, they can run AI processing on-device, mounting a push into the enterprise AI PC market. Both machines compete head-on with new desktops from Nvidia and PC makers, and are expected to be a focal point at Microsoft's Windows-related event in San Francisco next month. The new Macs are designed for demanding AI workloads such as coding and complex business processing, and unlike cloud AI giants such as OpenAI and Anthropic, they feature no token-based billing. Apple is expected to make an unusual sales pitch that they are cheaper than renting a data center. According to Lynn Huang of research firm IDC, Apple's share of the enterprise desktop market stands at just about 4.6 percent, while Windows holds 91.3 percent, making it a steep climb to break into Microsoft's stronghold. At its launch event this month, Apple demonstrated four Mac Studios connected together running an AI model with 1 trillion parameters to find and fix bugs in graphics-related code, performing work that normally requires a data center on the power of a single wall outlet. Johnny Srouji, head of the hardware division, said that once you buy the device, you no longer have to worry about additional fees.