Hewlett Packard Enterprise announced a $1.2 billion order to provide AMD Helios AI racks, networking switches and software to Vultr's U.S. data centres.
HPE raised its long-term networking revenue-growth target to a high-teens compound annual rate for fiscal 2026 through 2029, up from its earlier 5% to 7% target for fiscal 2025 through 2028.
The company also lifted the annual run-rate savings target for its Juniper Networks acquisition to $800 million by the end of fiscal 2028, from at least $600 million previously.
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Rivian says it is on schedule to unlock a $250 million Uber investment tranche as production of its R2 compact SUV expands.
Amazon reported its fastest AWS growth in nearly five years while heavy AI investment pushed trailing free cash flow to a $42.4 billion loss.
Salesforce will acquire Rune Technologies to expand Missionforce, its business serving US military and government customers.