Dell's AI Server Orders Surge to $61B

Key Takeaways

• Tata Elxsi invested in KAVIA AI on September 10, 2026, to enhance AI-driven software engineering tools.
• KAVIA AI utilizes a branch-aware Enterprise Knowledge Graph to ensure safe AI changes in complex systems.
• Dell Technologies booked $61 billion in AI server orders in the second quarter, up from $24 billion previously.
• Dell's total revenue hit a record $47 billion, with AI server revenue growing 100% to $16.4 billion.
• T. Rowe Price expanded access to Anthropic's Claude for portfolio managers and analysts on September 10, 2026.
• People Inc CEO Neil Vogel stated Google refuses to share revenue with the publisher unlike other major outlets.
• Epsilon Health raised nearly $28 million to launch an AI-native imaging group addressing a radiologist shortage.
• SmartWeatherAgent combines rule-based methods with large language models to predict weather hazards in 1.60 milliseconds.
• Kovrr's AI Interaction Data Fabric identified over 10,000 previously invisible enterprise AI risks.
• Tata Elxsi and KAVIA AI aim to accelerate AI adoption in automotive, aerospace, and healthcare sectors.

Tata Elxsi invests in KAVIA AI for better software engineering

Tata Elxsi announced a strategic investment in KAVIA AI on September 10, 2026. This deal strengthens their partnership to build AI-driven software engineering tools for large companies. The two firms have worked together for a year to solve problems like code quality and cybersecurity. KAVIA AI helps teams manage complex systems by using a knowledge graph and workflow intelligence. Both leaders say this investment will help shape the future of how software is built and delivered.

Tata Elxsi invests in KAVIA AI to scale engineering tools

Tata Elxsi made a strategic investment in KAVIA AI to improve software engineering for enterprises. The collaboration combines Tata Elxsi's engineering expertise with KAVIA AI's knowledge graph technology. Over the last year, they deployed the platform to handle challenges in release cycles and system resilience. Manoj Raghavan noted that their STEP.UP program helped identify KAVIA AI as a strong deep tech company. Labeeb Ismail stated that the funding will help operationalize AI across the entire software lifecycle.

Tata Elxsi and KAVIA AI partner to transform software delivery

Tata Elxsi announced a strategic investment in KAVIA AI to help customers manage complex software environments. Ramesh Subramanian, CEO of Tata Elxsi, said this step will accelerate AI adoption for their clients. The partnership will focus on industries like automotive, aerospace, and healthcare to improve development processes. Dr. Suresh Nair, CEO of KAVIA AI, expressed excitement about creating innovative solutions together. They aim to deliver software products that meet the evolving needs of the global market.

KAVIA AI receives seed financing from Tata Elxsi

KAVIA AI announced a strategic investment from Tata Elxsi as part of its seed financing on September 10, 2026. This follows a partnership started in July 2025 and Tata Elxsi's expanding use of the platform. KAVIA solves the hard problem of making AI changes safe for complex software systems by using a branch-aware Enterprise Knowledge Graph. KAVIA 2.0 includes new tools like a Visual Studio Code extension and Spec Builder for better system understanding. Nitin Pai from Tata Elxsi confirmed their confidence in the technology and the opportunity ahead.

Dell AI server orders hit record $61 billion in second quarter

Dell Technologies booked $61 billion in AI server orders during the second quarter, a huge jump from $24 billion in the first quarter. Total revenue reached a record $47 billion, growing by 58% compared to the same time last year. AI server revenue alone grew 100% to $16.4 billion, driven by demand from neoclouds and large enterprises. The company expects total growth of around 70% for the full year. Adjusted earnings per share were $7.04, which is well above what analysts predicted.

SmartWeatherAgent uses AI to improve weather alerts

Researchers created SmartWeatherAgent to fix problems in tourism weather services. This system combines rule-based methods with large language models to predict hazards like high winds and low temperatures. It achieved an F1-Macro score of 0.605 and processes events in just 1.60 milliseconds. A self-optimization loop improved the warning quality score from 4.2 to 8.9 over twelve rounds. The tool now generates detailed warnings that explain causes and include scientific evidence.

Kovrr launches data fabric to track enterprise AI risks

Kovrr released its AI Interaction Data Fabric to help companies see all their AI activity in one place. The system has already found more than 10,000 findings that were invisible when looking at single data sources. It correlates signals from different consoles to show the full story of every AI interaction. CEO Yakir Golan says this helps security teams understand total risk exposure instead of just partial data. The platform can identify issues like one tool call carrying 204 times its normal volume within 2.6 seconds.

T. Rowe Price adds Claude to investment teams

T. Rowe Price and Anthropic announced on September 10, 2026, that the asset manager is expanding access to Claude. Portfolio managers and analysts will now use Claude and Claude Cowork to support investment decisions. This change aims to improve risk management and help the firm make more accurate predictions. The expansion allows teams to access a broader range of data and insights for better client outcomes. This move is part of T. Rowe Price's strategy to lead AI adoption in the investment industry.

People Inc CEO says Google refuses to share revenue

People Inc CEO Neil Vogel criticized Google for not sharing revenue with the publisher. Vogel stated that Google does not share anything with People Inc unlike other major publishers. The company faces a growing threat from Google's dominance in the digital advertising market. Vogel noted that smaller publishers lack the influence to negotiate better deals compared to companies like The New York Times. People Inc plans to keep fighting for fair treatment in the industry ecosystem.

Epsilon Health raises $28 million to fix radiologist shortage

San Francisco startup Epsilon Health emerged from stealth mode with nearly $28 million in funding. Investors including Jack Altman supported the company as it launched an AI-native imaging group. The American College of Radiology predicts a shortage of 40,000 to 90,000 radiologists by 2025. Epsilon Health uses machine learning algorithms to analyze medical images and provide diagnoses. This technology aims to reduce the need for human radiologists and speed up patient care. Early clinical trials have shown promising results for the company's approach.

Sources

• Tata Elxsi Invests in KAVIA AI to Scale AI-Driven Software Engineering for Products and Enterprises
• Tata Elxsi Invests in KAVIA AI to Scale AI-Driven Software Engineering for Products and Enterprises
• Tata Elxsi Invests in KAVIA AI to Scale AI-Driven Software Engineering for Products and Enterprises
• KAVIA AI Announces Strategic Investment From Tata Elxsi As Part Of Its Seed Financing
• Dell's AI Server Orders Reached $61 Billion in the Second Quarter, and the Pipeline Keeps Growing
• Agent-Based ML-LLM Fusion with Self-Optimizing Prompts for Plateau Weather Alerts
• Kovrr Expands Its AI Security & Governance Platform With the AI Interaction Data Fabric, Correlating Signals Across Enterprise AI Activity for Full Visibility and Control
• T. Rowe Price Expands Claude Across Investment Teams and Developers
• People Inc. CEO on AI-hungry Google: 'They don't share anything with us'
• San Francisco startup seeks to solve radiologist shortage with new ‘AI-native’ imaging group