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WHTop → 📋 News → Dell Lifts Annual Forecast for AI Server Shipments
Nov, 2025 : Dell Lifts Annual Forecast for AI Server Shipments
📅 - Dell Technologies is leaning hard into the AI infrastructure boom, reporting record AI server demand alongside its fiscal 2026 third-quarter results and sharply increasing its outlook for AI-related shipments this year.
While the company posted record Q3 revenue of $27 billion overall, the standout story for infrastructure buyers is in its AI server numbers. Dell Technologies now expects full-year AI server shipments to reach roughly $25 billion in fiscal 2026, an increase of more than 150% year over year, reflecting a rapid shift in customer spending from traditional compute toward accelerated infrastructure.
Jeff Clarke, vice chairman and chief operating officer at Dell Technologies, [...][... Check source for end of article ...]
📅 - atNorth to Heat Danish Homes with Residual Data Center Energy - atNorth has signed an agreement with Danish waste-to-energy utility Vestforbrænding that will see excess heat from the Nordic operator's upcoming DEN01 data center used to warm thousands of homes near Copenhagen, underscoring how high-density digital infrastructure is being woven into national heat and decarbonization strategies.
DEN01, a 22.5MW metro data center in Ballerup, Greater Copenhagen, is scheduled to come live in the first quarter of 2026. The facility is designed around energy-efficient direct liquid cooling, which removes heat from IT equipment via warm water rather than relying primarily on traditional air-based systems. Instead of treating that heat as waste, atNorth and [...]
📅 - Augmentt Raises CA$18M to Boost MSP Microsoft 365 Security - Augmentt, a Canada-based SaaS provider focused on Microsoft 365 security and compliance management for managed service providers (MSPs), has raised CAD $18 million in a Series A funding round. The investment, led by New York–based growth equity firm Camber Partners, is intended to accelerate product development, expand go-to-market capacity and strengthen partnerships.
Headquartered in Ottawa, Augmentt offers a multi-tenant platform that allows MSPs to secure, monitor and manage Microsoft 365 instances across their customer base from a single pane of glass. The company positions its technology as a way to standardize Microsoft 365 services, improve security posture, and make cloud [...]
📅 - TierPoint Unveils Next-Gen VMware Platform for Private Clouds - TierPoint is expanding its managed private cloud portfolio with the launch of a next-generation VMware-based platform built on VMware Cloud Foundation (VCF) 9.0, targeting enterprises that want private cloud control with public cloud-like agility for both legacy and modern workloads.
The move underlines how private and hosted cloud environments are being reshaped to support containerized applications, AI and stricter governance models, rather than serving purely as lift-and-shift destinations for virtual machines.
The new TierPoint offering is positioned as a unified private cloud stack where traditional enterprise applications, cloud-native workloads and AI/ML use cases can run under a [...]
📅 - SPhotonix Lands $4.5M to Scale 5D Optical Data Storage and Optics - SPhotonix, a Delaware-based deep-tech start-up focused on next-generation optical data storage and advanced photonics, has raised an oversubscribed $4.5 million pre-seed round led by Creator Fund and XTX Ventures. The investment marks one of the more significant early-stage financings in the emerging field of 5D optical memory.
5D optical memory represents a technology that promises significant gains in durability, density and sustainability for long-term data archiving.
Several high-profile founders and executives also joined the round as angel investors, underscoring growing commercial interest in alternatives to conventional data-center storage media.
The company's fundraising [...]
📅 - Gartner: 90% of Non-Exec Directors Doubt Cybersecurity Value - Gartner has published new research indicating a widening perception gap between corporate boards and cybersecurity leaders. According to the firm's 2026 Board of Directors Survey, 90% of non-executive directors (NEDs) lack a measure of confidence in the business value generated by their organization's cybersecurity investments.
Only one in ten respondents expressed strong confidence that current cybersecurity spending strikes the right balance between protection levels and cost. The findings highlight a growing disconnect that continues to shape enterprise security governance, even as cyberthreats intensify and AI-driven disruption expands risk exposure.
The Gartner survey, conducted [...]
📅 - Reliance Venture to Build $11B AI Data Center Campus in India - India is preparing for one of its largest-ever investments in digital infrastructure as Digital Connexion, a joint venture backed by Reliance Industries, announced plans to build a $11-billion AI-native data center campus in the state of Andhra Pradesh. The development marks a significant step in India's broader strategy to expand its digital and AI capabilities as it targets long-term economic goals under the national ‘Viksit Bharat 2047' vision.
The company has signed a Memorandum of Understanding with the Andhra Pradesh Economic Development Board to develop a 1-gigawatt, purpose-built AI data center on roughly 400 acres near Visakhapatnam. The project will be executed over five years, [...]
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