AI is no longer a software-only story. The biggest upside surprises in 2026 have come from the hardware layer that powers training and inference in data centers. Dell’s blowout quarter and guidance upgrade reset expectations […]
TLDRs; Dell signed a $9.7B Pentagon cloud and software contract but shares still edged slightly lower. Deal centralizes US military software procurement across Pentagon, intelligence agencies, and Coast Guard systems. Partnership strengthens Dell’s Microsoft-based cloud […]
TLDRs; Dell shares slipped slightly as broader market pressure outweighed strong AI infrastructure growth. AI Factory business added 1,000 customers, reaching about 5,000 enterprise users globally. Companies like Samsung, Eli Lilly, and Honeywell are using […]
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