
Dell projected stronger revenue and profit as orders for AI-optimized servers accelerate, raising its fiscal 2026 AI server revenue goal to $25B. The company cited customers including the U.S. Department of Energy, G42, xAI and CoreWeave, signaling sustained infrastructure investment for AI workloads.
Accel, Thrive, a16z, Nvidia, and Google invest $2.3B in Cursor at $29.3B valuation
Lease-to-own deal for AI chips, deploying 300,000-550,000 NVIDIA GB200/GB300 chips for Colossus 2 data center
Perplexity raises $200M at $20B valuation
BlackRock, Microsoft, NVIDIA, and xAI announce $40B purchase of Aligned Data Centers
Microsoft adds Grok 3 to Azure AI Foundry platform


