Models, margins and the business decisions behind applied AI. Reporting and analysis from Fathom Tech.
Dell Technologies posted record quarterly results in its fiscal 2027 first quarter, with revenue climbing to $43.8 billion as large enterprises ramp up spending on AI infrastructure and traditional compute capacity.
Computing infrastructure companies are experiencing unprecedented growth as enterprises and cloud providers race to acquire hardware for artificial intelligence workloads. Dell Technology's shares soared 33% following an 88% revenue increase driven by AI server sales.
Anthropic has introduced Claude Opus 4.8, a successor to version 4.7 that delivers performance improvements across coding, agent-based tasks, reasoning, and knowledge work applications.
As artificial intelligence costs surge across enterprises, financial operations teams are shifting from back-office bean counters to strategic advisors shaping boardroom decisions on technology investments and their measurable returns.