Dell sets quarterly record with $60.9 billion in AI server orders
Dell has emerged as the biggest beneficiary of enterprises shifting AI workloads from the cloud to their own on-premises servers.
The world's largest e-commerce and cloud computing company. It develops its own Nova model and is also a major investor in Anthropic. Its autonomous driving subsidiary Zoox operates a robotaxi service using vehicles without steering wheels. Zoox is a subsidiary acquired by Amazon and run as a separate corporate entity, not to be confused with Amazon's core services. According to reports from August 2026, Zoox began offering a paid robotaxi service. Around the same time, it was reported that Anthropic, in which Amazon is a major investor, was negotiating to acquire Descartes.
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Dell has emerged as the biggest beneficiary of enterprises shifting AI workloads from the cloud to their own on-premises servers.
Amazon bought this robotaxi company in 2020. Drawing on primary sources, we trace the story from its 2014 founding through a self-certification detour, a federal exemption, five recalls, and its first paid rides starting August 10.
The $6 billion figure Bloomberg reported on the 13th is 50% higher than Decart's valuation just three months earlier. The reason a three-year-old, 100-person Israeli company became Anthropic's most expensive acquisition target ever lies not in video, but in the power bill.
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