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Dell Revives XPS Brand With New Laptops to Regain PC Market Share

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Dell has brought back its XPS laptop lineup, reversing a decision made last year to retire the premium brand, as it seeks to revive demand in a sluggish global PC market.

Unveiled at the Consumer Electronics Show, the new XPS 14 and XPS 16 are Dell’s thinnest laptops yet, with plans to introduce a lighter XPS 13 later this year. The move follows what Dell executives described as “very broad” feedback from partners and customers who favored the XPS name.

Chief Operating Officer Jeff Clarke acknowledged the misstep, saying Dell had been wrong to abandon the brand when it consolidated products under the Dell and Dell Pro labels.

The revived XPS models target the premium segment, where Dell faces stiff competition from HP and Lenovo. Prices start at $2,049.99 for the XPS 14 and $2,199.99 for the XPS 16 in the U.S. and Canada.

Both laptops use Intel’s Core Ultra Series 3 processors with integrated Arc graphics, which Dell says significantly boost AI and graphics performance over prior generations.

Dell also said it is simplifying its branding strategy, keeping entry-level and mainstream devices under the Dell name, premium systems under XPS, and gaming products under Alienware, as it looks to better position itself in a crowded PC market.

Microsoft Signs $9.7 Billion Cloud Deal with IREN to Boost AI Computing Power

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Microsoft has signed a $9.7 billion cloud computing deal with U.S.-based data center operator IREN to expand its artificial intelligence infrastructure and ease ongoing computing bottlenecks. The agreement, which includes access to Nvidia’s powerful GB300 chips, underscores the growing global demand for AI processing capacity.

Shares of IREN surged nearly 25% to a record high following the announcement before settling up around 10%. Dell Technologies, which will supply Nvidia’s advanced chips and related equipment to IREN, also gained about 1%. Under the five-year agreement, Microsoft will use roughly $5.8 billion worth of IREN’s computing hardware and infrastructure capacity.

The deal allows Microsoft to scale its AI operations without immediately building new data centers or acquiring additional power resources — key hurdles that have limited the company’s ability to meet soaring demand for applications like ChatGPT and Copilot. The approach also helps reduce heavy capital spending on rapidly depreciating hardware as newer processors enter the market.

IREN operates data centers across North America with a total capacity of 2,910 megawatts. The Nvidia chips will be deployed in phases through 2026 at the company’s 750-megawatt facility in Childress, Texas, which will include liquid-cooled centers providing 200 megawatts of new IT capacity.

The deal follows Microsoft’s recent $17.4 billion agreement with AI cloud provider Nebius and reflects the company’s strategy to leverage “neocloud” partners such as IREN and CoreWeave to expand capacity. IREN said Microsoft’s prepayment will help fund its $5.8 billion Dell contract, though the deal could be canceled if deadlines are missed.

Dell CFO Yvonne McGill Resigns, Company Reaffirms Guidance

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Dell Technologies (DELL.N) announced on Monday that Chief Financial Officer Yvonne McGill will step down on September 9 after nearly 30 years with the company.

McGill, who will remain as an adviser through October 31, is leaving on amicable terms. Dell clarified that her resignation was not due to disagreements regarding financial reporting, internal controls, or company policies.

David Kennedy, a 27-year Dell veteran and current SVP of Global Business Operations, Finance, will assume the role of interim CFO.

Following the news, Dell shares dipped 1.8% after hours, but the company reaffirmed its third-quarter and full-year forecasts, initially issued last month, signaling operational stability despite the leadership change.