As investment in AI infrastructure accelerates, companies specialising in on-premises hardware are posting strong growth alongside cloud expansion. Hardware makers spanning semiconductors, servers, storage and networking are reporting improved results as AI demand rises. Dell Technologies highlights a strategy centred on upgraded on-premises AI infrastructure and solutions optimised for the tokenomics era. Enterprises are also looking at PCs for local inference while major AI and software players expand offerings, partnerships, acquisitions and investments.

Security firms are publishing early experiences of Anthropic’s AI model Mythos, which was first shared on a limited basis with some companies, with Cloudflare standing out. Cloudflare said Mythos is a tool on a different level from earlier general-purpose frontier models, citing attack-chain building and proof generation. Separately, Anthropic is allowing Mythos users to share cyber threat information with other companies exposed to similar vulnerabilities.