Tech industry

Tech industry

Infrastructure Solutions Group revenue grew 73% to $19.6 billion, the clearest sign yet that AI server demand is moving from backlog to billings. Management issued a bullish FY27 outlook. Dell also disclosed a $43 billion AI server backlog, providing concrete visibility into next year's ramp.

We're not making this decision because we're in trouble. Our business is strong. Gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. But something has changed. AI is unlocking a new way of working with smaller and flatter teams.

This kind of support of industry is not uncommon. Our competitors get two or three times what we get. It is a competitive world and you need to think about that. Narrowbody is the single biggest opportunity in a generation. It is natural for the UK government to support it.

Burger King announced it is rolling out a new AI chatbot connected to employee headsets at hundreds of locations in the US as part of a platform called BK Assistant, powered by OpenAI, the maker of ChatGPT. Patty, what Burger King is calling its voice-enabled chatbot, will detect whether employees are using specific words when interacting with customers, including welcome, please and thank you.

Last quarter, Dell posted revenue of $27.0 billion, a slight miss against consensus, but non-GAAP EPS of $2.59 beat estimates. The real headline was the AI server business, where management highlighted record AI server orders and significant year-to-date demand.

Our goal is to provide customer choice. Nvidia has been the market leader and AMD is the other big platform company. We see a lot of that happening now. People do not necessarily see Broadcom as a long-term partner.

A significantly smaller team using the tools we're building can do more and do it better. And intelligence tool capabilities are compounding faster every single week. Something happened in December last year where the models just got an order of magnitude more capable and more intelligent.

In recent weeks, managers at Google have informed some workers in non-technical roles that they are also expected to use AI in their workflows, four employees familiar with the changes told Business Insider. In some cases, non-technical staff have been explicitly told that their AI use would be considered in their performance reviews later this year, two of the employees said.

This week, the Uncanny Valley team dives into the feud that has been brewing between Anthropic and the Pentagon-and what it says about how the government interacts with tech companies. Later, Zoë Schiffer tells us why figuring out whether you are agentic or mimetic has become the new litmus test in Silicon Valley.

The strongest candidates are "able to think outside the box," Ahmad, director of Google Cloud's data cloud, said. "They're able to think outside the frame of how we would have normally described a problem." The executive added that candidates who take a traditional approach to engineering aren't performing as well in her team's interviews.

Anthropic is expanding its push into the enterprise market with a new set of "coworker" plug-ins designed to embed its Claude AI directly into tools used by investment bankers, HR teams, and engineers, signaling a shift from standalone assistants toward AI agents that operate inside core business workflows.

Memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter. And the company expects RAM's contribution will rise through the year.

Light-based internet provider Taara, which spun out of Alphabet's "moonshot" incubator last year, just launched Taara Beam to provide 25Gbps connectivity within cities over invisible beams of light - line of sight permitting. Unlike last year's Taara Lightbridge, which connects communities separated by water and mountains at distances up to 20km (over 12 miles), the shoebox-sized Beam can be mounted to street poles and roof tops for city-wide connectivity at distances up to 10km. The 8kg (less than 20 pounds) device typically consumes about 90W.

Basically, Uber is taking many of the things it does for its drivers and couriers - vehicle financing, fleet management tools, regulatory assistance - and making them available for its third-party AV partners, companies like Wayve, WeRide, Nuro, Waabi, and others. It's an acknowledgement that many AV developers aren't as cash rich as Waymo, Tesla, and other leading AV developers, and could use some help defraying many of the costs associated with launching a commercial service.

DevOps.com is now providing a weekly DevOps jobs report through which opportunities for DevOps professionals will be highlighted as part of an effort to better serve our audience. Our goal in these challenging economic times is to make it just that much easier for DevOps professionals to advance their careers. Of course, the pool of available DevOps talent is still relatively constrained, so when one DevOps professional takes on a new role, it tends to create opportunities for others.

A dozen humanoid robots stand in front of a snow-covered mountain range. They hold machine guns and run across a shooting range, kneeling down to shoot at targets and change magazines, then maneuvering through an obstacle course. The setting for these scenes in a 48-second video currently circulating on social media is supposedly China, with the national flag flying in the background. But is it real? In many languages, such as Turkish shown here, the claim spread that the video shows a real military exercise.

"The lonely ones come in on weekends," one bartender told me. "The Tuesday night regulars who sit by themselves? They're usually the ones who have their lives together."

Spencer, who got his start at Microsoft as an intern in 1988, served as a manager and executive at Microsoft Game Studios in 2003. In 2014, he took over as Head of Xbox, guiding the company through the aftermath of the troubled, Kinect-bundled launch of the Xbox One. More recently, he helped shepherd the company's 2020 purchase of Bethesda Softworks and its $68.7 billion merger with Activision Blizzard, including the many regulatory battles that followed that latter announcement.

"If you have done that, you must delete that, or you will be held in contempt of the court," Kuhl said. "This is very serious."

The UK is entering a pivotal phase in the evolution of its digital economy as artificial intelligence (AI) shifts from experimental innovation to mainstream dependency. Platforms such as ChatGPT now attract hundreds of millions of weekly active users worldwide, while Microsoft 365 Copilot has been rapidly adopted across the enterprise landscape, with nearly 70% of Fortune 500 companies integrating it into daily workflows.

The interaction quickly became a visual symbol of the deep rivalries in the AI industry, particularly between OpenAI and Anthropic, though Altman sought to brush off any deeper meaning. "I didn't know what was happening," Altman later said in a video interview with Indian media outlet Moneycontrol. He said he was "confused, like when (Modi) grabbed my hand and put it up, and I just wasn't sure what we were supposed to be doing." Anthropic declined to comment.

SPDR S&P Semiconductor ETF (NYSEARCA:XSD) offers equal-weight exposure to the semiconductor sector, a structure that amplifies both opportunity and risk. The fund has gained 43.15% over the past year as AI infrastructure spending supercharged demand for chips across the supply chain. The equal-weight structure - which gives smaller names the same influence as giants - has both amplified those gains and introduced drag from legacy players like Intel that have not kept pace with the AI cycle.