Dell

Recent news

• 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.
• Sep 3, 2026

  Dell’s $95B AI backlog shows the infrastructure crunch is far from over

  Dell Technologies has reported a record AI backlog and said supply constraints are limiting its ability to meet demand for servers, storage, and related infrastructure.

  • The company said it has $95 billion in AI orders waiting to be filled, booked nearly $61 billion in AI server orders in the three months ending July 31, and received more than $130 billion in AI server orders over the last 12 months.
  • On its earnings call, COO Jeff Clarke said demand is broadening across enterprise customers, neoclouds, and sovereign cloud providers; Dell also said its AI Factory customer count surpassed 6,500, including 3,300 sign-ons in the last three quarters.
• Sep 2, 2026

  VMware by Broadcom: Product, service and support news

  Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.

  • At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
  • Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
  • The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
• 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.
• Jul 7, 2026

  French city of Pau plans 1MW data center to boost digital sovereignty

  The City of Pau and Pau Béarn Pyrénées Agglomeration (CAPBP) have announced construction of a new 1MW data center in Pau, France, to be operated by Axione and used by local businesses and government agencies.

  • The project will cost €3 million ($3.4m), be housed in a 450 sqm building, and provide space for up to 44 racks; work is already underway and completion is planned for October 2027.
  • CAPBP says the facility will support data hosting services for government agencies and local partners, with a focus on local data sovereignty; the design includes free cooling and a maximum PUE of 1.4.
  • The article also notes that Pau already has a small server setup at town hall with space for 14 racks, and references a separate May announcement that TotalEnergies signed a deal with Dell Technologies and Nvidia for a €100 million ($117.4m) HPC system at the Jean Féger Scientific and Technical Center.
• Jun 26, 2026

  Large data center campus planned in Pindamonhangaba, Brazil

  RiverHook Village has announced the development of a hyperscale data centre campus in Pindamonhangaba, São Paulo, with staged capacity and multi-billion‑reais investment commitments.

  • Main announcement: RiverHook Village 18 will be built on more than 500,000 m² (5.38m sq ft) along Via Estrutural, with an initial installed capacity of 150MW (expandable to up to 300MW) and investment starting at 5 billion reais (could reach 10 billion reais in later phases). The announcement was formalised on 28 April 2026 during the launch of the Investe Pinda platform.
  • Background & implementation details: Partners include consulting firms Indo-Bras United and LetsGoFusion (owned by Fabio Gordon); negotiations with the city began in August 2025, the company was incorporated in November 2025, and the project timeline states construction start October 2026 and operational June 2028. The city’s Department of Economic Development (headed by Marcelo Martuscelli) cited energy availability and approved an additional 150MW dedicated to the campus; the design calls for waterless cooling to minimise regional water use.

  Event details (announcement event):

  • Date: 28 April 2026
  • Time: not specified in article
  • Location: Intercity Hotel, Pindamonhangaba
  • Agenda / subject: launch of the Investe Pinda platform and formal announcement of RiverHook Village 18
• Jun 22, 2026

  Nvidia unveils Vera Rubin platform targeting AI, HPC infrastructure

  Nvidia has launched the Vera Rubin rack-scale CPU+GPU supercomputer platform at ISC High Performance 2026 in Hamburg.

  • Main announcement: Nvidia unveiled the Vera Rubin platform combining Vera CPUs, Rubin GPUs, NVLink-C2C interconnects, ConnectX-9 SuperNICs, and BlueField-4 DPUs in a rack-scale system with direct liquid cooling, supporting up to 144 GPUs per rack and claiming >7 exaflops AI and 5 petaflops FP64 performance; the launch was made public at the ISC High Performance 2026 conference in Hamburg.
  • Deployment and partners: Several research centers announced plans to deploy Vera Rubin: LRZ will use it in the Blue Lion exascale-class HPE Cray system (entering service in 2027, ~30x current LRZ compute), NERSC will use Vera Rubin tech in Doudna (built by Dell Technologies at Lawrence Berkeley National Laboratory), and Los Alamos National Laboratory selected Vera Rubin for three systems (Mission, Vision, Veritas); Dell and Super Micro announced NVL4-based Vera Rubin systems at the event.
• Jun 3, 2026

  New Data Center Developments: June 2026

  Data Center Knowledge has published a monthly roundup of global data center developments.

  • Highlights include: CloudBurst breaking ground on a 1.2 GW flagship campus in Central Texas; Nvidia partnering with IREN to deploy up to 5 GW of global AI infrastructure with Texas’ Sweetwater as a flagship site; Prime Data Centers breaking ground on SMF02 (150,000 sq.ft, 18 MW IT load) in Sacramento; Applied Digital planning Delta Forge 1 — $3.6 billion, 300-acre AI campus in Boyce, Louisiana; Hive Digital/Buzz HPC planning an ~320 MW AI facility in the Greater Toronto Area.
  • Additional concrete items and timelines: SoftBank plans up to €75 billion to develop 5 GW in France (targeting 3.1 GW by 2031); Ardian & Verne’s €5 billion digital campus (500 MW, with 200+ MW by 2030); TotalEnergies’ €100 million Pangea 5 supercomputer investment; Arcem’s Joroinen site delivering 60 MW by 2027 and 100 MW by 2029; CDC Data Centres’ 555 MW contract to be delivered with operations commencing in FY28 and FY29. All items are factual summaries from the article.