Salesforce to buy Braze for $5.66bn; AI server demand lifts shares

· Tech · United States

Salesforce announced a $5.66 billion deal for Braze, with Braze shareholders receiving $47.50 in cash per share, sending BRZE stock up 51%. The acquisition is expected to close in fiscal 2028. Separately, AI-related shares rallied after strong preliminary results from server maker Super Micro, which said quarterly revenue is soaring on the AI server boom. Cloud startup Fireworks AI is in early talks for funding at a $30 billion to $40 billion valuation, and Anthropic is in talks with neocloud Nscale over a second multibillion-dollar computing deal.

Why it matters：Deals and strong server results show AI spending remains robust even as investors grow anxious about tech valuations and debt.

Key points

  • Braze holders get $47.50 per share in cash
  • Super Micro sees quarterly revenue soaring
  • Fireworks AI seeks $30bn-$40bn valuation

Sources (original reporting)

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