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WHTop → 📋 News → Dell AI Server Surge Drives Record $113.5B Year
Feb, 2026 : Dell AI Server Surge Drives Record $113.5B Year
📅 - Dell Technologies reported record quarterly and annual results this week, underscoring how accelerating enterprise and cloud demand for AI infrastructure is reshaping the global server and data center market. Dell posted fiscal 2026 fourth-quarter revenue of $33.4 billion, up 39% year over year, capping a full fiscal year that delivered a record $113.5 billion in revenue, a 19% increase over fiscal 2025.
The growth was driven primarily by surging demand for AI-optimized servers within Dell's Infrastructure Solutions Group (ISG), which includes servers, storage and networking systems for enterprise data centers and cloud providers. ISG generated $19.6 billion in fourth-quarter revenue, up [...][... Check source for end of article ...]
📅 - SK hynix & Sandisk Launch HBF Memory Standardization - "With Sandisk, we will establish the groundwork for the growth of the entire AI ecosystem by establishing HBF as an industry standard," SK Hynix stated. To start the standardizing process, Sandisk will open a dedicated workstream under OCP.
Inference, which speeds up the delivery of real AI services to customers, has recently replaced training, which concentrates on building Large Language Models (LLMs).
As the number of people utilizing AI services rises quickly, quick and effective memory is crucial. HBF technology is intended to overcome the limits of the current memory structure, which is unable to process large amounts of data while maintaining power efficiency during the inference [...]
📅 - Gcore Powers Efficient AI Inference with NVIDIA Dynamo - The integration offers a completely managed, one-click deployment with notable GPU efficiency advantages of up to 6x higher throughput and 2x reduced latency. Gcore Everywhere AI and Gcore Everywhere Inference now offer Dynamo.
Large-scale generative AI and inference models can be accelerated and optimized with the help of the open-source NVIDIA Dynamo inference framework. When performing inference at scale, Dynamo tackles the main issues that companies face: memory constraints, data transmission inefficiencies, static resource allocation, and GPU underutilization.
Dynamo is being offered by Gcore as a fully managed solution that is already tuned for well-known inference models. With [...]
📅 - Netskope Unveils NewEdge AI Fast Path to Boost Secure AI Performance - Netskope has launched a new set of capabilities aimed at tackling one of the most pressing enterprise challenges in the AI era: delivering high-performance access to AI applications without compromising security. NewEdge AI Fast Path is now available to customers globally and is designed to optimize network paths to critical AI destinations across public clouds, private environments, and emerging ‘neo-cloud' infrastructures.
Netskope says the move addresses mounting enterprise frustration over latency, resilience gaps, and escalating costs tied to AI adoption.
The launch comes at a time when organizations are rapidly scaling generative and agentic AI deployments, yet struggling to [...]
📅 - DataBank Adds Vertiv, Roblox Leaders to Board - DataBank has appointed former Vertiv CEO Rob Johnson and former Roblox CTO Daniel Sturman to its board of directors, a move that signals the edge data center operator's intent to deepen its technical and infrastructure expertise as AI-driven demand reshapes enterprise and hyperscale requirements.
The Dallas-based provider of edge colocation, interconnection and managed cloud services said the two industry veterans join its board as the company accelerates expansion of high-density data centers and low-latency interconnection hubs. DataBank serves more than 2,500 enterprise, hyperscale cloud and AI customers across North America and continues to invest in facilities designed to support [...]
📅 - Study: 87% of Firms Run Exploitable Cloud Vulnerabilities - Datadog has released its latest State of DevSecOps Report, warning that 87% of organizations now have at least one known exploitable vulnerability in services running in production, underscoring mounting risk across modern cloud-native software environments.
The findings, published this week by the New York-based observability and security platform provider, reflect analysis of aggregated and anonymized data from its global customer base operating across public cloud, hybrid, and containerized infrastructure.
The report highlights a structural shift in how software risk emerges, arguing that vulnerabilities are increasingly shaped by the broader software supply chain - including [...]
📅 - Nokia Powers Telefónica AI Edge Network Spain - Nokia has been selected by Telefónica to deploy AI-ready networking infrastructure across 17 Edge data centers in Spain, expanding the telecom operator's nationwide distributed computing footprint and strengthening its push into artificial intelligence, enterprise services and Telco Cloud applications.
The multi-year agreement, announced this week, positions Nokia as the exclusive networking technology provider for the rollout, with 12 Edge nodes already deployed, including at Telefónica's flagship Tecno-Alcalá facility near Madrid.
The project forms part of Telefónica's broader strategy to anchor its future growth in Edge Cloud and AI-driven services. By distributing compute and storage [...]
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