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
In the Daily
· Morning Brief
They discounted the slowdown· Closing Time
Closing Time: The slowdown came with a discountCheaper Opus and Sol landed hours apart, Altman and Amodei head to the Security Council, and Bessent leads the AI czar shortlist.
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Morning Brief
'Gambling with our lives': AI researcher quits AnthropicCoxon quits. Hubinger puts double-digit extinction odds on the record. The Hill wakes up. Google buys Finnish nuclear.
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Morning Brief
OpenAI just pulled the plug on Cursor· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.