NewsHosting news - 29 May 2026 - Listing Page: 41
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Dell Raises Outlook as AI Server Boom Fuels Data Center Sales - 📅 - Dell raised its annual revenue and profit outlook after AI server demand drove a sharp first-quarter beat, underscoring how hyperscaler data center spending is flowing into hardware suppliers. The lift is real. So is the exposure: Dell is becoming more tied to NVIDIA-driven infrastructure cycles, memory availability, and a small group of very large cloud buyers worldwide.
The company now expects annual revenue of $165 billion to $169 billion, far above its earlier forecast of $138 billion to $142 billion. It also raised its profit outlook, after first-quarter revenue jumped 88% to $43.84 billion, beating the $35.43 billion average estimate cited by LSEG. Adjusted earnings per share came [...]
The company now expects annual revenue of $165 billion to $169 billion, far above its earlier forecast of $138 billion to $142 billion. It also raised its profit outlook, after first-quarter revenue jumped 88% to $43.84 billion, beating the $35.43 billion average estimate cited by LSEG. Adjusted earnings per share came [...]
Anthropic’s $65B Raise Puts Claude Scale Under Scrutiny - 📅 - Anthropic has raised $65 billion at a $965 billion post-money valuation, pairing the financing with a new Claude Opus 4.8 release and fresh Italian expansion as enterprise demand strains compute supply, cloud partnerships, and regulatory patience. The numbers are staggering - but the operational question is simpler: can Claude scale without cracking under its own economics soon.
The Series H round, led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, turns Anthropic into something more complicated than a fast-growing AI lab. It is now a capital-intensive infrastructure company, an enterprise software vendor, a cloud platform dependency, a policy actor and, increasingly, a [...]
The Series H round, led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, turns Anthropic into something more complicated than a fast-growing AI lab. It is now a capital-intensive infrastructure company, an enterprise software vendor, a cloud platform dependency, a policy actor and, increasingly, a [...]
800 Servers Seized In Dutch Probe Into Russia-Linked Web Hosting - 📅 - Dutch investigators have arrested two men suspected of helping EU-sanctioned entities retain access to hosting infrastructure, seizing more than 800 servers in raids tied to a Dutch web hosting company allegedly used for cyberattacks, interference and disinformation linked to Russian destabilization activity. For hosting operators, the message is blunt: connectivity itself can become exposure.
The arrests by the Dutch Fiscal Information and Investigation Service, better known as FIOD, move sanctions enforcement deeper into the infrastructure stack. Not banks. Not exporters. Hosting.
A 57-year-old man from Amsterdam and a 39-year-old man from The Hague were arrested on May 18, 2026, on [...]
The arrests by the Dutch Fiscal Information and Investigation Service, better known as FIOD, move sanctions enforcement deeper into the infrastructure stack. Not banks. Not exporters. Hosting.
A 57-year-old man from Amsterdam and a 39-year-old man from The Hague were arrested on May 18, 2026, on [...]
Dutch Hosting Firm ServerDirect Moves Into Local AI Infrastructure - 📅 - ServerDirect and Axelera AI have signed a Dutch partnership to integrate Axelera's AI processors into ServerDirect's locally built servers, aiming at enterprises that want accelerated AI closer to their data without handing every workload to hyperscale clouds - a sovereignty argument that sounds timely, if the economics and software support can hold under production pressure too.The deal, finalized at Eindhoven's High Tech Campus, is not trying to outmuscle NVIDIA in the global AI data center race. That would be fantasy. The more interesting reading is narrower and more European: can regional infrastructure providers assemble credible AI systems for buyers that need inference, control, [...]
Dutch Businesses Rethink Cloud Risk As Sovereignty Concerns Grow - 📅 - Small and mid-sized companies in the Netherlands are increasingly uneasy about where their data sits, with 68% worried about control by non-European providers, according to OVHcloud research. The survey also found that 80% would prefer a European cloud supplier, citing privacy, sovereignty, lock-in and the possibility that policy shifts could abruptly cut off access to critical business systems overnight.The numbers are useful, though not neutral. OVHcloud has every commercial reason to surface anxiety around sovereignty. It is a European cloud provider selling into a market dominated by American hyperscalers. Still, the finding lands in a real procurement debate, especially in the [...]
Dutch Businesses Rethink Cloud Risk As Sovereignty Concerns Grow - 📅 - Small and mid-sized companies in the Netherlands are increasingly uneasy about where their data sits, with 68% worried about control by non-European providers, according to OVHcloud research. The survey also found that 80% would prefer a European cloud supplier, citing privacy, sovereignty, lock-in and the possibility that policy shifts could abruptly cut off access to critical business systems overnight.The numbers are useful, though not neutral. OVHcloud has every commercial reason to surface anxiety around sovereignty. It is a European cloud provider selling into a market dominated by American hyperscalers. Still, the finding lands in a real procurement debate, especially in the [...]
IBM, Red Hat Put $5B Behind Open Source Security Plan - 📅 - IBM and Red Hat are committing $5 billion to Project Lightwell, an effort to turn open source security into a managed enterprise service as AI accelerates vulnerability discovery and attackers move faster. The companies say the program will combine frontier AI systems with more than 20,000 engineers and a clearinghouse for validated fixes at enterprise scale globally.The announcement lands in a market that has been living with a contradiction for years. Open source software is treated as public infrastructure, but much of the maintenance burden still falls on individuals, small foundations, volunteer teams, or commercial vendors with narrow product incentives. Enterprises consume the [...]
Deloitte Expands Netskope Managed SASE Service in EMEA - 📅 - Deloitte is extending its relationship with Netskope to offer managed SASE services in EMEA, combining consulting, security operations and Netskope's cloud security platform for enterprises reworking networks around cloud and AI. The move gives large buyers another outsourced route into SASE, though it also raises familiar questions about integration depth, lock-in and operational accountability.
For enterprise technology leaders, the announcement is less about a new product category than about procurement reality. SASE has been around long enough to escape the slideware phase, but many companies still struggle to implement it coherently. SD-WAN in one lane. ZTNA somewhere else. CASB [...]
For enterprise technology leaders, the announcement is less about a new product category than about procurement reality. SASE has been around long enough to escape the slideware phase, but many companies still struggle to implement it coherently. SD-WAN in one lane. ZTNA somewhere else. CASB [...]
Linux Foundation Takes AI Agent Discovery Into DNS Layer - 📅 - The Linux Foundation is taking in a new open source project, DNS-AID, that tries to make AI agents find each other through DNS rather than private registries or brittle configuration files. The work, started at Infoblox, arrives as enterprises begin wiring autonomous software into networks that were never designed to know what an agent is.For now, the project is small in the way many infrastructure efforts are small at the beginning: a reference implementation, a Python SDK, a command-line tool, and an MCP server. Useful pieces. Not yet a standard that enterprises can assume will be present across vendors, clouds, registrars, security tools, and agent frameworks.
Still, the direction is [...]
Storm Risk Shadows $670B in Planned U.S. Data Center Builds - 📅 - MS Amlin says half of planned U.S. data center projects, representing $670 billion in investment, are in states facing high risk from severe convective storms, including tornadoes, hail and damaging winds. The insurer's analysis lands as AI infrastructure expands into cheaper southern markets, where power, land and tax incentives look easier than climate certainty on paper today.
The specialty Lloyd's insurer reviewed more than 670 data center projects planned or under construction across the United States. It found 320 facilities in states classified as high risk for severe convective storms, or SCS in insurance shorthand. Ugly phrase. Expensive peril.
The number that should make [...]
The specialty Lloyd's insurer reviewed more than 670 data center projects planned or under construction across the United States. It found 320 facilities in states classified as high risk for severe convective storms, or SCS in insurance shorthand. Ugly phrase. Expensive peril.
The number that should make [...]