Data Center
AI
Technology
Dell’s $60B AI Server Guidance Signals Enterprise Infrastructure Cycle Has Arrived
Raised full-year outlook exceeds Wall Street by 18%, validating sustained capex momentum beyond hyperscaler build-out phase.
AI
Markets
AWS locks in 1 million Nvidia GPUs through 2027 in $50B+ bet on single supplier
Deal validates Nvidia's 80%+ AI chip dominance while exposing AWS's strategic dependency amid export controls and rising competitive threats.
AI
Technology
AMD Bets $150 Million on Nutanix in Data Center Infrastructure Push
Chip giant deepens hyperconverged partnership with stock investment as it challenges Intel and VMware across enterprise markets.