Tootfinder

Dell, HP, and other tech companies are warning of potential memory-chip supply shortages in the coming year due to demand from the buildout of AI infrastructure (Bloomberg)
https://www.bloomberg.com/news/articles/2025-11-26/te…

Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (Cory Weinberg/The Information)
https://www.theinformation.com/articles/datab…

Databricks Boosts Sales Forecast, Driving Valuation to $134 Billion
Databricks CEO Ali Ghodsi has been more vocal than other Silicon Valley executives about the dangers of an AI bubble. His company’s new $5 billion round of fundraising, at a higher valuation than ever, epitomizes the risks and rewards of the boom: While sales are growing faster than forecast, AI ...