Analysts from Barclays and Goldman Sachs upgraded the company's stock rating, citing strong demand for its AI servers, expense discipline, and accelerating earnings growth. The company's Infrastructure Solutions Group reported a surge in AI server orders and a record backlog. However, the stock recently faced pressure due to margin concerns in its fiscal third quarter, despite the robust AI demand. The company also announced a collaboration with AI Singapore to enhance and deploy open-source large language models across its AI PCs and edge infrastructure.