Keep pulling the thread on Bloomberg Intelligence.
Dell raised its AI server revenue guidance for the current year by 20%, from $50 billion to $60 billion.
Dell increased its overall guidance by $25 billion to $27 billion, with only $10 billion of the increase attributed to AI servers.
Anthropic has reportedly raised capital at a valuation of $965 billion, surpassing OpenAI.
Anthropic's annual recurring revenue (ARR) run rate grew by 500% in five months, increasing from a $9 billion run rate at the start of the year to $47 billion.
According to its S-1 filing, SpaceX plans to rent compute capacity from its XAI data centers to third parties, including Anthropic.
SpaceX anticipates generating $15 billion in annual revenue from renting out its compute infrastructure.
Private equity firms, including Apollo and Blackstone, are providing financing to "neo cloud" companies like CoreWeave and Nebias for the purchase of expensive AI chips and servers.
SpaceX has reduced its target IPO valuation to $1.8 trillion.
A Blue Origin rocket exploded during a test of one of its engines.
A Bloomberg Intelligence sum-of-the-parts analysis estimates the value of SpaceX's satellite constellation business at $600 billion and its AI business at $400 billion.
Dell is a primary equipment provider for multi-billion dollar AI server deals being placed by "neo clouds" and sovereign entities.
Dell is successfully passing higher input costs on to customers, which is causing its gross margins to increase.