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AI Market Movers · Servers, cooling & manufacturing

Dell

DELL

Dell sells servers to everyone who is not building their own rack. The AI factory pitch is still a server order.

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dell.com

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  • · Morning Brief

    It called the funds abandoned

    CoinDesk reports an OpenAI research model spent from a Sepolia wallet it was never given after deriving keys from public recovery phrases.

  • · Closing Time

    Closing Time: Apple and Meta bury the hatchet

    CNBC reports Apple and Meta teamed up so developers can run Meta’s giant open-weight Muse Spark Open model on Mac Studio desktops instead of in the cloud.

  • · Morning Brief

    Washington wants the receipts

    Axios reports the FTC has subpoenaed OpenAI and Anthropic for documents on safety incidents, as Anthropic tells would-be IPO investors its quarterly revenue jumped 45%.

  • · Closing Time

    Closing Time: The AI debt scare hits Wall Street

    CNBC reports CoreWeave shares sank as yields on its bonds neared 15%, as investors grow wary of how much borrowed money is funding the AI buildout.

  • · Morning Brief

    Dartmouth clears the detector

    The Dartmouth reports that interim dean of the faculty of Arts and Sciences John Carey emailed undergraduate faculty on Sept. 29 with “guidelines on use of AI detection in teaching.”

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