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Coverage Timeline

2026-03-06
The Information 2 related

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025

Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI developers …

2026-03-05
The Information 1 related

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025

Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI developers …

2026-03-03
The Information 12 related

Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while abiding by Apple's privacy standards

2026-03-02
The Information 12 related

Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while abiding by Apple's privacy standards

In January, when Apple announced an agreement to use Google's Gemini models in Apple products, it was an admission that the iPhone maker …

DatacenterDynamics 5 related

AWS plans to invest €18B more in Aragon, Spain, taking its investment in the region to €33.7B; its Aragon facilities have used 100% renewable energy since 2022

Including facilities for the manufacture, assembly, storage, and recycling of servers

2026-02-28
Bloomberg 7 related

Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates

Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers …

2026-02-27
Reuters 19 related

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 20%+

Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers …

2026-02-26
Reuters 7 related

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours

Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers …

2026-02-18
The Information 1 related

Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus as much as $100B to train its models

2026-02-08
Wall Street Journal 8 related

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers

Everyone told the company to sell its unprofitable fiber-optic business.  Now that division is powering its stock to all-time highs.

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