Rackspace Tech

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. House passes $1.15 trillion defense authorization bill - $Lockheed Martin(LMT.US) $Northrop Grumman(NOC.US) $Rackspace Tech(RXT.US) $Palantir Tech(PLTR.US) $Ondas(ONDS.US) $Aerovironment(AVAV.US) $Boeing(BA.US) $Red Cat(RCAT.US) $KOTS

The U.S. House passed the $1.15 trillion National Defense Authorization Act by a 216-212 margin. Seven Republicans voted against and six Democrats voted in favor.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Rackspace Unveils AI Growth Strategy, Expands Palantir Partnership - $Rackspace Tech(RXT.US) $Palantir Tech(PLTR.US) $AMD(AMD.US) $Rubrik(RBRK.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐑𝐚𝐜𝐤𝐬𝐩𝐚𝐜𝐞 outlined its strategy to become the operator of the 𝐟𝐮𝐥𝐥 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 𝐬𝐭𝐚𝐜𝐤.

➤ 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫 named Rackspace a 𝐩𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 for regulated and sovereign markets.

➤ Rackspace highlighted AI partnerships with 𝐀𝐌𝐃, 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫, 𝐑𝐮𝐛𝐫𝐢𝐤, 𝐔𝐧𝐢𝐩𝐡𝐨𝐫𝐞 and VMware.

➤ Partnership has grown to 𝐚𝐩𝐩𝐫𝐨𝐱𝐢𝐦𝐚𝐭𝐞𝐥𝐲 𝟒𝟎𝟎 Palantir certifications across sales, engineering and operations.

➤ First joint deployment delivered a 𝐨𝐯𝐞𝐫 𝟗𝟒% reduction in customer quote cycle time.

➤ Rackspace lowered 𝐅𝐘𝟐𝟎𝟐𝟔 revenue outlook to 𝟐.𝟒𝟓-𝟐.𝟓𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 from 𝟐.𝟔𝟎-𝟐.𝟕𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧.

➤ FY2026 𝐀𝐝𝐣𝐮𝐬𝐭𝐞𝐝 𝐄𝐁𝐈𝐓𝐃𝐀 outlook reduced to 𝟐𝟖𝟓-𝟐𝟗𝟓 𝐦𝐢𝐥𝐥𝐢𝐨𝐧.

➤ Q2 2026 revenue expected at 𝟔𝟒𝟏-𝟔𝟒𝟗 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 with Adjusted EBITDA of 𝟓𝟖-𝟔𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧.

➤ Rackspace targets 𝟑𝟎𝐌𝐖 AI capacity by 2028, generating 𝟒𝟓𝟎-𝟔𝟎𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 annual revenue.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Palantir partnership strengthens Rackspace's position in the 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 market.

➤ AI infrastructure expansion targets a 𝐡𝐢𝐠𝐡-𝐦𝐚𝐫𝐠𝐢𝐧 growth business beginning in 2027.

➤ Lower near-term guidance reflects a strategic shift toward 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐀𝐈 investments.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "The best-of-breed partnerships we have signed during 2026 – with AMD, Palantir, Rubrik, Uniphore and VMware by Broadcom – combined with the data center capacity and 25+ years of expertise that Rackspace brings to the table, represent a unique positional advantage for Rackspace. Today's capital raise announcement is meaningful because it will enable us to expedite our AI Enterprise strategy and unlock a meaningful revenue and EBITDA growth vector for Rackspace, starting in 2027." — 𝐆𝐚𝐣𝐞𝐧 𝐊𝐚𝐧𝐝𝐢𝐚𝐡, Chief Executive Officer of Rackspace Technology.

➤ "Apollo remains highly supportive of Rackspace's strategy and believes the Company is taking the right steps to fund its next phase of growth. We are excited about the opportunity ahead and remain aligned with Rackspace as it builds a differentiated platform for Enterprise AI." — 𝐀𝐚𝐫𝐨𝐧 𝐒𝐨𝐛𝐞𝐥, Partner at Apollo Global Management and Member of Rackspace Technology's Board of Directors.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Palantir, Rackspace Sign AI Deployment Framework for Regulated Industries - $Rackspace Tech(RXT.US) $Palantir Tech(PLTR.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫 and 𝐑𝐚𝐜𝐤𝐬𝐩𝐚𝐜𝐞 signed a definitive agreement for enterprise AI deployments.

➤ Rackspace named a 𝐩𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 to deploy Palantir Foundry and AIP.

➤ Framework targets 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝, 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧, and 𝐦𝐢𝐝-𝐦𝐚𝐫𝐤𝐞𝐭 organizations.

➤ Solution combines Palantir's AI platform with Rackspace's 𝐩𝐫𝐢𝐯𝐚𝐭𝐞, 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧, and 𝐨𝐧-𝐩𝐫𝐞𝐦 infrastructure.

➤ Rackspace expanded to approximately 𝟒𝟎𝟎 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫 certifications across engineering, delivery, and operations.

➤ Rackspace will deploy Foundry and AIP across 𝐨𝐯𝐞𝐫 𝟕𝟎% of its back-office operations.

➤ Partnership targets healthcare, financial services, energy, private equity, and mid-market customers.

➤ Rackspace will provide 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐃𝐄𝐬, managed operations, and governed AI infrastructure.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Expands Palantir's reach into 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝 and sovereign AI deployments.

➤ Strengthens Rackspace's position in the fast-growing 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 infrastructure market.

➤ Enables organizations to deploy AI while maintaining 𝐝𝐚𝐭𝐚 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧𝐭𝐲 and regulatory compliance.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "While most regulated enterprises have an AI strategy, they often lack the operating model to put AI into production safely and at scale. This effort by Rackspace closes that gap. Rackspace brings the governed infrastructure, the Palantir-certified engineers, the managed operations, and the accountability for outcomes." — 𝐆𝐚𝐣𝐞𝐧 𝐊𝐚𝐧𝐝𝐢𝐚𝐡, Chief Executive Officer of Rackspace Technology.

➤ "Sovereign AI requires more than access to a model. It requires an operating layer that lets enterprises govern data, enforce permissions, route models, audit actions, and deploy capability where the mission lives. This framework brings Palantir Foundry and AIP together with Rackspace's infrastructure and delivery capabilities for mission-critical environments." — 𝐀𝐥𝐞𝐱 𝐊𝐚𝐫𝐩, Co-Founder and Chief Executive Officer of Palantir Technologies.

🏆 TOP 10 STREET RATINGS:

$LYFT(LYFT.US) $Micron Tech(MU.US) $Uniqure(QURE.US) $Enphase Energy(ENPH.US) $Arm(ARM.US) $Rackspace Tech(RXT.US) $Datadog(DDOG.US) $Intel(INTC.US) $Jabil(JBL.US) $Marvell Tech(MRVL.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: AMD And Rackspace Sign Deal For 30 MW Enterprise AI Infrastructure Deployment - $AMD(AMD.US) $Rackspace Tech(RXT.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐌𝐃 and 𝐑𝐚𝐜𝐤𝐬𝐩𝐚𝐜𝐞 signed a definitive agreement for AI infrastructure deployment.

➤ Initial 𝐭𝐡𝐢𝐫𝐭𝐲 𝐌𝐖 AMD-based compute footprint planned across global data centers.

➤ Deployment will begin in 𝐥𝐚𝐭𝐞 𝟐𝟎𝟐𝟔 and continue through 𝟐𝟎𝟐𝟖.

➤ Collaboration targets 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬, including healthcare AI and inference workloads.

➤ Infrastructure will integrate 𝐀𝐌𝐃 𝐈𝐧𝐬𝐭𝐢𝐧𝐜𝐭 GPUs and 𝐄𝐏𝐘𝐂 CPUs.

➤ AMD becomes Rackspace's strategic partner at the 𝐬𝐢𝐥𝐢𝐜𝐨𝐧 𝐥𝐚𝐲𝐞𝐫.

➤ Partnership delivers a 𝐠𝐨𝐯𝐞𝐫𝐧𝐞𝐝 𝐀𝐈 𝐬𝐭𝐚𝐜𝐤 with end-to-end accountability.

➤ Companies will jointly pursue customers across 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 sectors.

➤ Agreement advances 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 𝐂𝐥𝐨𝐮𝐝 and Inference-as-a-Service offerings.

➤ Partnership aims to create a new category of 𝐦𝐚𝐧𝐚𝐠𝐞𝐝 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞.

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