Yazılar

Dell boosts growth targets as AI server demand soars

/in /tarafından

Dell Technologies has nearly doubled its profit growth forecast for the next four years, confident that booming demand for artificial intelligence servers will sustain its momentum. The company now expects adjusted earnings per share to grow at least 15% annually, compared to its earlier projection of about 8%, according to a statement on Tuesday.

The tech giant, which counts Elon Musk’s xAI and cloud computing firm CoreWeave among its major clients, also raised its revenue growth expectations to between 7% and 9% per year, up from a prior range of 3% to 4%.

The surging need for high-performance servers powering AI platforms like ChatGPT has transformed Dell into one of the leading beneficiaries of the generative AI revolution. Analysts say Dell’s large-scale operations, global supply chain, and deep ties with major buyers give it a cost and volume edge over competitors such as Super Micro.

CEO Michael Dell emphasized that customers are “hungry for AI” and the computing infrastructure needed to deploy it at scale. He added that the company is still in the early stages of AI adoption despite two years of strong growth.

Dell reiterated its fiscal targets for the year and maintained its projection for AI server shipments to reach $20 billion in fiscal 2026. The company now forecasts 11% to 14% long-term annual revenue growth for its Infrastructure Solutions Group — which includes storage, software, and servers — up from 6% to 8% previously. Meanwhile, the client solutions segment, including personal computers, is expected to grow at a modest 2% to 3%.

OpenAI Seeks Dismissal of xAI’s Trade-Secret Lawsuit, Calls It Part of Musk’s “Ongoing Harassment”

/in /tarafından

OpenAI has asked a U.S. federal judge to dismiss a lawsuit filed by Elon Musk’s startup xAI, which accuses the company of poaching employees to steal trade secrets. In a filing submitted Thursday, OpenAI described the case as part of Musk’s “ongoing harassment” campaign against the company he once co-founded.

The San Francisco lawsuit, filed by xAI last week, claims OpenAI engaged in a “deeply troubling pattern” of recruiting former xAI staff to gain access to proprietary information about its AI chatbot Grok, which it alleges is more advanced than ChatGPT.

OpenAI denied all allegations, calling them “false and unsubstantiated.” The company argued that employees are free to change jobs and that OpenAI has the right to hire talent from any competitor. “Under Musk’s leadership, talented xAI employees are leaving in droves, and some are coming to OpenAI to help advance OpenAI’s mission,” the filing stated. “Those employees have every right to go where they choose.”

OpenAI’s filing further accused Musk of using litigation as a distraction from xAI’s internal struggles, saying the startup is “hemorrhaging talent” to other firms. “This case is an attempt to intimidate OpenAI and distract from the failures of [Musk’s] own competitive AI effort,” the company argued.

Neither Musk’s representatives nor xAI’s attorneys immediately responded to requests for comment.

The dispute adds to a growing web of legal battles between Musk and OpenAI. Musk has already sued OpenAI and CEO Sam Altman over the company’s shift from a non-profit to a for-profit structure, while OpenAI has countersued Musk for harassment. Separately, xAI has sued Apple, alleging it conspired with OpenAI to suppress rival AI platforms—claims that both companies have denied and sought to have dismissed.

The escalating conflict underscores the intensifying rivalry within Silicon Valley’s AI race, where talent mobility, corporate secrecy, and massive investments have become flashpoints in the battle to dominate next-generation artificial intelligence.

Apple and OpenAI Seek Dismissal of Elon Musk’s Antitrust Lawsuit

/in /tarafından

Apple and OpenAI have jointly asked a U.S. judge to dismiss a lawsuit filed by Elon Musk’s xAI, which accuses the two companies of engaging in anticompetitive behavior through their AI partnership.

The lawsuit, filed in August, alleges that Apple’s deal with OpenAI — which integrates ChatGPT into iPhones, iPads, and Macs — is “exclusive” and unfairly limits competition by sidelining Musk’s X platform and its Grok chatbot.

APPLE AND OPENAI REJECT CLAIMS OF MONOPOLY

In court filings on Tuesday, Apple’s lawyers stated that the company’s deal with OpenAI is not exclusive and does not restrict competition in any way.

“Apple and OpenAI’s agreement is expressly not exclusive, and it is public and widely known that Apple intends to partner with other generative AI chatbots,” Apple’s filing said.

OpenAI echoed this argument, accusing Musk of engaging in a “campaign of lawfare” — using lawsuits to attack competitors — and said xAI had failed to demonstrate any concrete harm.

“Musk’s claims are purely speculative,” OpenAI’s attorneys wrote. “xAI has not alleged any direct or anticompetitive harm resulting from ChatGPT’s integration as an option on certain iPhones.”

BACKGROUND OF THE DISPUTE

Apple and OpenAI’s collaboration, announced in June 2024, made ChatGPT accessible across Apple’s ecosystem, allowing users to access the chatbot through Siri and other built-in applications.

Musk, who co-founded OpenAI in 2015 as a nonprofit before it transitioned into a for-profit structure under CEO Sam Altman, has since become one of its harshest critics. He argues that OpenAI has abandoned its original mission of open and safe AI development.

Musk’s company xAI, launched in 2023, operates the Grok chatbot integrated into his social media platform X (formerly Twitter). xAI’s lawsuit seeks billions in damages, claiming Apple’s partnership with OpenAI harms fair market competition.

Musk is also pursuing a separate lawsuit against OpenAI and Altman in California federal court, seeking to reverse the company’s for-profit conversion.

xAI has not yet responded publicly to Apple and OpenAI’s latest motion for dismissal.