TechMeme
Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B est.; DELL jumps 9%+ after hours (Jordan Novet/CNBC)
Dell reported second-quarter revenue of $46.97 billion, a 58% year-over-year increase, and projected full-year 2027 revenue of $192 billion, surpassing analysts’ $172.67 billion estimate. Anthropic launched Claude Fable 5.1 for general availability and Claude Mythos 5.1 for trusted partners, emphasizing coding, knowledge work, and built-in cybersecurity and life-science safeguards. OpenAI announced its upcoming Astra model, which employs “recurrent depth” to boost performance while limiting transparency, and will initially be offered to select partners for testing.