Dell

Recent news

• Oct 30, 2026

  Edge AI May Give Telecoms a Seat at the Table

  Data Center Knowledge published analysis arguing that telecom operators could play a larger role in edge AI infrastructure as generative AI shifts workloads toward distributed deployments.

  • The article says Nvidia’s edge AI efforts intersect with telecoms through projects and partnerships involving AT&T, Charter Communications, Cisco, Nokia, SoftBank, Telefónica, and T-Mobile, and discusses AI-RAN and physical AI use cases.
  • It cites TIA’s work on ANSI/TIA-942 and says TIA released the first draft of its DCE 9000 quality management standard on Oct. 14, 2026; it also references IDC’s collaboration with the European Commission on The Edge Observatory for the Digital Decade.
  • This is primarily an analysis/opinion piece, not a new company announcement; it summarizes industry views, standards work, and prior partnerships rather than unveiling a single new project.
• Oct 22, 2026

  Nvidia Unveils DSX POD Amid Greenpeace Protest

  Nvidia has announced DSX POD, a prefabricated modular reference design for AI data centers, at its GTC event in Berlin.

  • Nvidia said the factory-built, pre-integrated modules could cut deployment time from about six months to as little as 14 days and are intended for partners including Dell Technologies, HPE, Schneider Electric, and Vertiv.
  • Jensen Huang said a gigawatt-scale data center costs $50 billion and that a three-month delay could mean $10 billion in lost revenue; the article also describes Greenpeace protesters interrupting the keynote and raising concerns about water use, electricity bills, and environmental impacts.
• Oct 21, 2026

  Nvidia Unveils DSX Pod for Faster AI Data Center Builds

  Nvidia has announced DSX Pod, a containerized AI data center module, at GTC Berlin.

  • The module includes seven Vera Rubin NVL72 racks plus networking, cabling, and cooling already installed, and Nvidia says it can reduce deployment time at a prepared site from about six months to as little as 14 days.
  • Nvidia said it is working with 17 partners, including Bull, Dell Technologies, HPE, Lenovo, Eaton, Schneider Electric, and Vertiv, with availability expected in early 2027; the company also outlined manufacturing expansion plans and introduced the OpenShell Reference Architecture for AI governance and security.
• Oct 21, 2026

  AI networks drive SONiC boom

  The article says SONiC is gaining enterprise adoption and expanding beyond hyperscale data centers, while citing market forecasts and vendor/startup activity around the open-source network operating system.

  • 650 Group forecasts SONiC-based data center switching revenue will exceed $5 billion in 2026 and enterprise SONiC adoption will grow more than 25% year-over-year through 2027; Dell’Oro Group expects SONiC-based switch sales in AI scale-out networks to grow more than 50% a year through 2030.
  • The article also notes that Gartner estimates 2,500 organizations are running SONiC in production, about one-third of them enterprises; examples include Cisco extending SONiC support to its N9000 Series and startups such as Aviz Networks, Hedgehog Networks, and Upscale AI using SONiC for enterprise and AI networking.
• Oct 5, 2026

  From automated response to reasoning: Building confidence in AI-driven NetOps

  BackBox VP of product and engineering Richard Phillips argues for a governed, human-in-the-loop approach to probabilistic automation in network operations.

  • The article explains how AI-driven automation can combine probabilistic reasoning with deterministic execution for network resilience, including vulnerability prioritization, remediation, backups and updates.
  • It cites the $15,000 per minute average cost of downtime and says teams should test discrete automations in labs, set exception-based alerts and checkpoints, and validate each step before production deployment.
• Sep 29, 2026

  UK AI Cloud Company Nscale Raised $3.36 Billion in Pre-IPO Financing, Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 Q4, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Nscale has announced plans to raise pre-IPO financing and pursue a US IPO, according to the article, which also references earlier funding rounds and a prior Nvidia investment.

  • Nscale is reported to be seeking $3.36 billion in pre-IPO financing and planning a United States IPO to raise $3 billion at a $50 billion valuation, with the earliest listing in 2026 Q4.
  • The story also says Nscale was launched in 2024 by Josh Payne and previously received $674 million (£500 million) from NVIDIA, after raising $155 million in Series A funding in 2024 December and $30 million seed funding in 2023 December.
• Sep 6, 2026

  UK AI Cloud Company Nscale to Raise $3.5 Billion in Pre-IPO Financing, Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 September, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Caproasia reports that UK AI cloud company Nscale is planning a pre-IPO financing round and an eventual US IPO, while also summarizing prior funding rounds and investor participation.

  • Nscale is reported to be raising $3.5 billion in pre-IPO financing and planning a United States IPO to raise $3 billion at a $50 billion valuation, with the earliest listing expected in September 2026.
  • The article also says Nscale was launched in 2024 by Josh Payne, raised $1.1 billion in Series B funding in September 2025, and previously received $674 million (£500 million) from Nvidia plus $155 million in Series A and $30 million in seed funding.
• Sep 4, 2026

  HPE’s record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes

  HPE reported a record third-quarter result driven by AI, networking, and server demand.

  • HPE revenue reached $12.2 billion, up 34% year over year; CEO Antonio Neri said the company booked more orders than any prior quarter and set a record backlog.
  • HPE said AI systems orders of $2.4 billion rose over 30% sequentially; CFO Marie Myers said HPE expects networking revenue to grow 13%-17% and cloud and AI revenue to grow 14%-18% in fiscal 2027.
  • Neri said routing and data center switching demand accelerated, while supply constraints in DDR5, DDR4, NAND, and high-bandwidth memory continue to limit fulfillment; HPE is seeking multi-year supply agreements and offering alternative configurations.
• Aug 31, 2026

  Private AI cloud, agentic infrastructure dominate VMware Explore

  Broadcom has announced VMware AI Factory, AgentMinder, and new TrueSource open-source security services at VMware Explore in Las Vegas.

  • Broadcom said VMware AI Factory is a packaged AI infrastructure stack built on VMware Cloud Foundation, supporting Nvidia and AMD accelerators, certified servers from Cisco, Dell, Lenovo, Supermicro, and more than 150 models.
  • Broadcom also announced AgentMinder for AI-agent governance, upcoming AI gateways and agentic security features across VCF Private AI Services, Tanzu Platform, Avi Load Balancer, and vDefend, plus TrueSource Trusted Artifacts and TrueSource Data Services for open-source software security; several offerings are available today, while others are coming later this year or were already part of VCF.
  • The article is a news report and analysis based on Broadcom statements and media briefings, not a standalone company press release; it also mentions Flexential building offerings on top of VMware AI Factory early next year.
• Aug 23, 2026

  UK AI Cloud Company Nscale Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 September, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Nscale has been reported to be planning a United States IPO and earlier 2026 listing after raising large rounds of funding and receiving a major Nvidia investment.

  • The company is reported to be planning to raise $3 billion at a $50 billion valuation, with the earliest IPO listing in September 2026.
  • Nscale was launched in 2024 by Josh Payne and reported funding includes $1.1 billion Series B in September 2025, $674 million (£500 million) equity investment from Nvidia, $155 million Series A in December 2024, and $30 million seed funding in December 2023.
• Aug 11, 2026

  IT infrastructure shortages are real and lasting. Here’s how to cope

  Network World has published an analysis of IT infrastructure shortages affecting enterprise AI, networking, storage, and compute planning.

  • The article cites analysts and vendors saying memory shortages are driving lead-time extensions to 6, 12, or 18 months, with memory prices up 50% to 200%, PC prices up 35% to 45%, and some server prices up over 125%.
  • It also reports enterprise network equipment pricing is projected to rise over 20% in 2026 and by a further 3% to 5% into 2027, with no price reduction expected until end-2027; examples and advice are drawn from Gartner, TD SYNNEX, WWT, Backblaze, Cisco, and Equinix.
• Aug 10, 2026

  Out of band, out of mind: DEF CON research calls IPMI a ‘sanctioned backdoor’ into enterprise networks

  HD Moore, co-founder of runZero, disclosed new BMC and IPMI vulnerabilities at DEF CON 34, along with an open-source scanning tool called OOBscan.

  • Moore said his research found 123 confirmed vulnerabilities across 35 draft advisories affecting eight vendors, including HPE iLO, Supermicro IPMI, Dell iDRAC 10, and OpenBMC.
  • The presentation said about 51,000 devices responded to IPMI on an internet-wide scan, with roughly 23,000 to 25,000 exposing crackable password hashes; the article also says runZero released OOBscan on GitHub.
  • Context: this is a conference disclosure / security research presentation, not a product launch or financial announcement.
• Jul 22, 2026

  Oracle expands Cloud@Customer with new database service for mid-sized workloads

  Oracle has announced Base Database Cloud@Customer, a managed database offering for running databases, applications, VMs, and AI agents in customers’ own data centers.

  • The new hybrid cloud service combines Base Database Service and Data Infrastructure Cloud@Customer X11; Oracle says it is now generally available and is aimed at enterprises that need data residency, regulatory compliance, and low latency.
  • The platform uses two Oracle X11 compute servers with shared all-flash storage, offering up to 60 usable processor cores, 660 GB memory per server, 47.2 TB storage, and 10/25 GbE networking; Oracle did not provide pricing.
  • The article frames the launch as especially relevant for regulated industries and for private AI behind the firewall, while noting that analysts expect adoption mainly among existing Oracle customers.
• Jul 9, 2026

  Volt teams up with NorthC to launch Dutch AI cloud

  Volt has announced a new Dutch AI Cloud with Dell Technologies and NorthC, intended as the first operational step toward a future AI gigafactory in Rotterdam.

  • The cloud will go live in October 2026 and initially run from a NorthC data center in the Netherlands, with capacity later transferring to Volt’s planned AI gigafactory.
  • Volt says the Rotterdam gigafactory is part of the European Commission’s €20 billion ($23bn) program to build AI data centers; the site is a brownfield location at the Port of Rotterdam with an existing high-voltage grid connection and potential future wind energy supply from the North Sea.
  • The platform is designed for sectors including financial services, healthcare, and defense, and users will be able to buy compute by the hour, reserve GPU capacity for a fixed monthly fee, or use managed/customized AI environments.