Dell Technologies shares skyrocketed 32% and are on track for the company's best day ever after first-quarter earnings. AI server revenue jumped 757% year-over-year to $16.1 billion, driving the fastest revenue growth since 2018 and beating estimates on adjusted EPS of $4.86.
We got this one wrong, and our model/PT are under review.
one of the most impressive quarters we've seen in our time covering Hardware, especially in the context of what is happening across the component universe.
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Meta allows users to opt out of using visual data from its smart glasses for AI training. The change prevents images from being reviewed by contractors and addresses ongoing privacy concerns.
Meta revealed the Charm device, a Tamagotchi-style keychain gadget running Muse AI, at its Connect event. The product packs real-time voice and avatar features into a portable form that activates via fingerprint sensor.
Meta Connect 2026 has begun, with Mark Zuckerberg’s keynote set for 7PM ET on September 23. The event is expected to highlight AI, smart glasses, and possible privacy-focused hardware amid ongoing camera concerns.
Amazon has added persistent memory and 24/7 automation workflows to Seller Assistant along with a plugin for Amazon Quick and Anthropic’s Claude. The changes let sellers run Amazon-specific tasks inside the AI tools they already use while keeping data inside Amazon infrastructure.
Anthropic launched Claude Opus 5.5 on September 22, 2026 as the first model in its Claude 5.5 family, claiming it matches Claude Fable 5.1 performance while running 40% cheaper and 30% faster than Opus 5. The release highlights continued pressure on AI developers to improve efficiency without sacrificing quality.
