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Headlines · 12
- Dell-led AI Cybersecurity and Resilience Summit streams Oct. 27
TheCUBE, SiliconANGLE Media's livestream studio, will broadcast the AI Cybersecurity and Resilience Summit on Oct. 27–28, with Day 1 anchored by a Dell Technologies program titled “From AI to Quantum: A New Era of Cyber Resilience,” followed by North America, EMEA and APJ broadcasts. Dell says its resilience approach centers on three keywords — secure, detect and recover — and has been linking its AI Data Platform, PowerProtect portfolio, CyberSense capabilities and automation stack into a more unified architecture that extends beyond backup and recovery into metadata visibility, recovery validation and policy-aware AI operations. Dell product management vice president Simon Jelley said the company uses Claude Mythos Preview and other frontier models to hunt and fix product vulnerabilities, and argued that as agents accelerate attacks, customers need secure, isolated, immutable layers that let teams spin up and randomize test environments quickly.
SiliconANGLE AI · 🔥 8 - Dell NY Symposium preview: AI Data Platform for financial services
Dell Technologies will host its New York Symposium on Oct. 20, spotlighting its AI Data Platform for financial services and discussing agentic AI, AI-powered PCs and modernized infrastructure in the sector. According to SiliconANGLE, the platform uses a four-engine architecture: a data orchestration engine that handles retrieval requests, an Apache Spark-based data processing engine, a data search engine powered by Elasticsearch, and a data analytics engine that exposes an Iceberg lakehouse as a governed SQL query surface. Dell says any MCP-compatible agent framework can discover available data products and run governed queries, while a unified semantic layer aims to give structured and unstructured information consistent business meaning.
SiliconANGLE AI · 🔥 7 - Barclays cuts Dell, HPE, NetApp ratings; Dell falls 11% on enterprise AI timing fears
Barclays analyst Tim Long downgraded Dell Technologies to Neutral from Overweight and cut his target price to $574 from $603, also lowering ratings on Hewlett Packard Enterprise and NetApp over concerns that enterprise AI adoption is lagging. Dell shares fell 11.4% on Wednesday to close at $507.43, their biggest one-day drop since April 3, 2025, while HPE and NetApp slid 8.28% and 7.03% respectively. Long attributed much of Dell's more than 300% year-to-date gain to price increases that offset higher memory costs rather than a broad enterprise AI demand surge; he still expects Dell's AI server revenue to roughly triple to about $75 billion this fiscal year but warned the valuation is stretched and upside surprises may narrow.
CNBC Technology · 🔥 0 - The global AI compute migration: who is the next Ulanqab?
A 36Kr analysis traces how AI compute is shifting from tech hubs toward energy-producing regions: as of June, Ulanqab in Inner Mongolia had secured about 12.5GW in data-center capacity commitments, exceeding the 10GW initial US commitment OpenAI announced when it launched Stargate in 2025. The piece cites local data-center power prices of roughly RMB 0.32–0.36 per kWh, close to ten months a year of natural cooling with PUE as low as about 1.1, and more than 75,000P of computing demand served for Beijing customers. It lists Aragon in Spain (Amazon's EUR 33.7bn cumulative investment), Johor in Malaysia, Chiba in Japan (JERA with Dell Technologies and RHAELM, over $15bn), Kazakhstan and Uzbekistan, and the UAE as contenders, noting the UAE shifted toward distributed and underground facilities after regional conflict. It also mentions Australian AI infrastructure firm Firmus signing a multiyear deal to supply OpenAI with computing from its Malaysia sites.
36氪 人工智能 · 🔥 0 - European cities deploy NVIDIA-powered AI agents for urban operations
An NVIDIA blog post says cities across EMEA are working with local software, infrastructure and integration partners to build physical AI agents and digital twins on NVIDIA accelerated computing for decisions such as road repair, energy use, urban planning and safety. The stack draws on NVIDIA Cosmos open models, the Metropolis video search and summarization (VSS) blueprint, Nemotron open models and Omniverse libraries; in France's Côte-d'Or, Akila and ThinkDeep built operations agents over 500-plus public buildings in a sovereign digital twin, which the post says cut document search from weeks to minutes and reduced operating costs by 10%, targeting 30% at scale. Other cited projects include Galene.AI with Dell Technologies and TD Synnex deploying a local AI factory in the Milan region, a Port of Antwerp-Bruges test using synthetic data for oil-spill warnings, a Citiverse digital twin for Gothenburg, and Honeywell's Forge Cognition at the Dubai Fairmont Hotel; NVIDIA will showcase the work at Smart City Expo in Barcelona on Nov. 3-5.
NVIDIA Blog · 🔥 0 - SK chair Chey Tae-won sells 544bn won of SK Inc shares to Michael Dell family fund
Regulatory filings show SK Group chairman Chey Tae-won has agreed to sell 972,493 SK Inc shares, a 1.34% stake, to DFO Public Investments, L.P. — a fund tied to Dell Technologies founder Michael Dell — for 544 billion won (about 2.731 billion yuan). The sale is part of a plan to raise 9,440 billion won (about 4.74 billion yuan) by selling 1.65 million shares, or 2.26%, to pay a divorce settlement to his former wife, with 681,431 shares (0.94%) going to Korea Investment & Securities for 400 billion won. The buyer is a Delaware-registered fund under DFO Management, Michael Dell's family investment office, not Dell Technologies itself; Dell Technologies is a core supplier of AI servers and data center infrastructure and does business with SK Group's memory chip unit SK hynix.
IT之家 AI · 🔥 0 - Dell CEO Michael Dell says AI models need safeguards and a government role
Dell CEO Michael Dell said AI models need safeguards and controls, with both companies and government playing a role, according to CNBC as relayed by IT之家. He compared the technology to fire, saying it can bring great benefits but also cause harm, so it must be managed. He added that government should have a part and that AI tool developers should set clear boundaries on permissions. The report notes that researchers and industry experts have spent recent weeks debating the risks of self-improving AI models, a discussion prompted by a warning from former Anthropic researcher Jacob Coxon.
CNBC Technology · 🔥 0 - Dell executive: governments must build AI governance in from day one
In an iThome report, Dell Technologies Taiwan technical vice president Li Baifei argued that governments pursuing sovereign AI should adopt "governance by design," embedding controls, auditing and risk management into data, compute, model and policy decisions from the start rather than retrofitting data permissions, security and compliance after launch. Citing an IDC survey sponsored by Dell and NVIDIA, "Building a Sovereign AI Foundation for Government" (258 government IT decision-makers), he said 58% rank strong sovereign data governance, quality and control among the most critical sovereign AI platform requirements, and 71% of government leaders expect agentic AI to accelerate government AI adoption. He also called for a verifiable trust chain running from a silicon root of trust through supply chain, hardware, deployment and inference, and stressed that open-source models do not by themselves deliver transparency, security or sovereignty — control is what matters.
iThome 台湾 · 🔥 0 - AI governance shifts to runtime as always-on agents spread
Speaking at Dell Technologies' "AI Leadership Symposium," Singulr AI co-founder and CEO Shiv Agarwal, Sycamore Labs founder and CEO Sri Viswanath and MisaLabs co-founder Victor Jakubiuk said enterprise AI governance is shifting from pre-deployment permission-setting to monitoring agent behavior at runtime, as autonomous agents run around the clock across many platforms. Agarwal said enterprises need to "rationalize" the gap between business intent and actual runtime state, and that Singulr has extended agent governance to local AI tools on employee endpoints, since actions such as fetching internet data or emailing a private account can be deeply hidden inside agentic behavior. Viswanath said some CIOs want agents and large language model calls kept inside their own virtual private clouds so data never leaves, while Agarwal called for more standardization across governance frameworks including the EU AI Act and Jakubiuk stressed the need to keep pace with AI capabilities.
SiliconANGLE AI · 🔥 0 - Deepgram aims to run voice AI natively on air-gapped laptops
Deepgram staff technical program manager Nick Mann told theCUBE at Dell's "AI Leadership Symposium" that the company wants its voice models to run natively on laptops and eventually work air-gapped on-device. He noted Deepgram expanded its Flux model to 10 languages earlier this year, that its 45 researchers consume large amounts of compute and data, and that a large share of customers host the models themselves, with a Fortanix partnership bringing private, on-premises voice AI to regulated industries. Mann said Dell supplies Deepgram's infrastructure and also runs its models in Dell's Customer Solution Center Innovation Lab, and that some small businesses already run workloads such as interactive voice response on a compact Nvidia GB10 system.
SiliconANGLE AI · 🔥 0 - Dell widens AI partner ecosystem as Silicon Valley enterprises build their own stacks
Speaking with theCUBE Research's John Furrier at Dell's “AI Leadership Symposium,” Sean O'Connor, Dell's regional manager for large enterprise and acquisition in the West, said Silicon Valley customers are highly technical and prefer to build rather than buy, so Dell focuses on explaining its consultative services instead of leading with packaged solutions. He said Dell's notion of an ecosystem is broadening beyond technology partners such as Intel, SHI, Microsoft, Nvidia, AMD, TSMC and Micron to include private equity and venture capital, with Dell Technologies Capital giving the company a line into the startups and developer communities its customers already talk to. O'Connor also cited the Dell AI Factory with Nvidia portfolio expanded at Dell Technologies World in May, and said the company is “rolling out 350 racks within two weeks.”
SiliconANGLE AI · 🔥 0 - AI Data Pipeline Forum on Oct. 13 to spotlight infrastructure bottlenecks
SiliconANGLE reports that the AI Data Pipeline Forum will be held Oct. 13 in San Jose, California, alongside the OCP Global Summit, with discussions shifting from individual chip performance to system-level bottlenecks in data supply, high-speed networking, power delivery and cooling. TheCUBE will livestream the event, hosted by John Furrier, with guests from ScaleFlux, Cerebras, Cisco, Dell and others. The piece notes ScaleFlux introduced PCIe Gen6 SSD and CXL memory controllers, FC6116 and MC600, in July, while a Dell engineer stressed modular rack-scale infrastructure that adapts to varied power and cooling setups.
SiliconANGLE AI · 🔥 0
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