Dell Technologies stock jumped approximately 9% in extended and premarket trading after the company reported record AI server orders and raised its annual revenue outlook by $25 billion. The strong results reflect surging demand for artificial intelligence infrastructure.
New data from corporate spending platform Ramp shows OpenAI gaining ground on Anthropic among US businesses paying for AI services, after Anthropic quadrupled its market share to over 34% in the past year. The shifting preferences highlight concerns about customer loyalty in the enterprise AI market, while Anthropic separately plans to give enterprise customers greater control over their data retention policies.
Stripe agreed to acquire AI model routing service OpenRouter for over $8 billion as competition intensifies in the AI infrastructure space. OpenAI responded by cutting GPT-5.6 Sol pricing by more than 20%, while AT&T and Ramp adopted routing technologies to reduce AI costs.
Micron Technology announced a comprehensive strategic agreement with AI company Anthropic covering memory and storage architecture design, supply commitments, enterprise adoption of Claude AI across Micron, and a strategic investment in Anthropic's Series H funding round. Micron shares rose more than 4% following the announcement.
Anthropic's Claude AI chatbot experienced widespread service disruptions beginning Monday, March 2, 2026, with the company citing 'unprecedented demand' as thousands of users reported access failures. A second outage occurred Tuesday, raising concerns about AI service reliability as Claude expands into finance and other critical sectors.
