dell
30 articles about dell in AI news
Nadella: AI's New Unit Is 'Tokens per Dollar per Watt'
Satya Nadella defined AI's supply-side economics as 'Tokens per Dollar per Watt', urging infrastructure focus for companies, industries, and countries.
Dell Ships First Nvidia Vera Rubin NVL72 Rack to CoreWeave
Dell delivered the first Nvidia Vera Rubin NVL72 rack to CoreWeave. Each rack packs 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS FP4 inference, 75 TB memory, and 260 TB/s NVLink bandwidth.
Dell's Agentic AI Strategy Prioritizes Enterprise Search Over Commerce
A report suggests Dell is prioritizing agentic AI for enterprise search applications over direct commerce. This reflects a pragmatic approach to deploying autonomous AI agents where they can deliver immediate operational value before tackling complex consumer transactions.
Dell XPS 14 with Core Ultra X7 Outlasts Snapdragon X Elite in Battery Test
A new battery test shows the Dell XPS 14 with Intel Core Ultra X7 lasts 11.7 hours, beating the 11.3 hours of Microsoft's ARM-based Surface Laptop 15 with Snapdragon X Elite. This is a significant win for Intel's latest chip in the critical mobile performance metric.
Microsoft's Satya Nadella Details Internal 'Lean for Knowledge Work' AI Initiative
Microsoft CEO Satya Nadella described the company's internal application of AI to streamline knowledge work, framing it as a 'Lean' manufacturing-style efficiency push for cognitive tasks. The initiative focuses on using AI to reduce process friction and improve productivity across internal operations.
Satya Nadella Predicts AI Agents Will Commoditize Traditional SaaS, Shifting Value to Orchestration Layer
Microsoft CEO Satya Nadella argues AI agents will reduce traditional software to simple databases, with intelligence moving to the orchestration layer. This signals a fundamental shift in where value is captured in enterprise technology.
NVIDIA Vera Rubin NVL72 Cuts Agentic AI Cost 10x vs Blackwell
NVIDIA Vera Rubin NVL72 cuts agentic AI inference cost 10x vs Blackwell, per Huang at Dell event. 5,000 enterprises already on Dell factories.
BAAI Orca World Model Matches π0.5 With No Action Labels
BAAI's Orca world model matches specialized π0.5 on five robotics tasks, trained on 125,000 hours of video without action labels, predicting abstract world states.
AISI: Fixed compute budgets underestimate AI agents by 60%
AISI found standard benchmarks cap compute budgets, underestimating agent capabilities by ~60%. Success rates jumped ~25% with 10x tokens.
HP Inc. Partners with OpenAI to Deploy AI Across Enterprise Ops
HP Inc. partners with OpenAI to deploy AI across customer experiences, software development, and enterprise operations, scaling their Frontier partnership.
Microsoft’s $3.3B Wisconsin AI Campus Goes Live, First Building Operational
Microsoft’s $3.3B Wisconsin AI data center campus is now operational, delivering compute capacity. The site, originally planned for Foxconn, uses dry cooling to cut water use 90%.
Google DeepMind loses its third senior AI researcher in months as Nobel laureate John Jumper joins Anthropic
Nobel laureate John Jumper, DeepMind Director and VP Engineering Fellow who co-created AlphaFold, has left Google after nine years for Anthropic. The move follows Noam Shazeer's exit to OpenAI two days earlier — less than two years after Google paid $2.7B to reacquire him — and David Silver's Januar
Visual-SDPO: Self-Distillation Fixes Code-Generated Visual Defects by +10 Points
Visual-SDPO uses visual-feedback self-distillation to improve code-generated visual artifacts by >10 points on ChartMimic, Design2Code, and AeSlides, with no added inference cost.
JetBrains Open-Sources Mellum2: 12B MoE at 2.5B Active Params
JetBrains open-sourced Mellum2, a 12B MoE model with 2.5B active params, trained from scratch for code and reasoning.
Nvidia Unveils Physical AI Agent Skills, 32B VLA Model at CVPR
Nvidia launched physical AI agent skills and a 32B VLA model at CVPR to automate AV and robotics workflows, addressing the fragmented tooling bottleneck.
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem for Co-Packaged Optics
Ayar Labs joined NVIDIA's NVLink Fusion ecosystem to bring co-packaged optics to AI factories, following its $500M Series E and alongside Lightmatter's similar move.
SemiAnalysis Calls Jensen ComputeX Keynote 'F Tier' Over No AI DC News
SemiAnalysis rated Jensen Huang's ComputeX keynote 'F Tier' for no AI datacenter news and revealed a delayed NVIDIA ARM chip with broken video output.
Nvidia Unveils New Windows SoC, Targeting AI PCs
Nvidia announced a Windows SoC for AI PCs, per @mweinbach. Chip targets on-device inference, competing with Qualcomm and Intel.
CNAS Report: AI Hits Silicon Wall as Chip Supply Trails $700B CapEx
CNAS report warns semiconductor manufacturing cannot keep pace with AI demand as hyperscalers plan $700B+ CapEx in 2026. Silicon replaces power as the near-term constraint.
Nvidia Partners Corning for US Fiber Manufacturing, Prepaying Billions
Nvidia partners Corning for US fiber manufacturing with multibillion-dollar prepayments, increasing domestic capacity by 50%+ for AI GPU cluster interconnects.
Nvidia Ships AI Factory Blueprints: 4-Node to 128-Cluster Specs
Nvidia published three validated AI data center blueprints — RTX PRO, HGX, NVL72 — spanning 4-node to 128-node clusters, targeting agentic AI and trillion-parameter models.
Super Micro Drops 10% on Reported Loss of Oracle AI Server Contract
Super Micro shares fell 10% after a report Oracle terminated a major AI server contract, raising concerns about competitive pressure in the AI hardware market.
Hyperscalers' $90B+ Quarterly Capex Shows AI Demand Outstrips Supply
Amazon, Google, Meta spent $90B+ quarterly on AI infra; Google Cloud backlog hit $460B. Demand outstrips supply, pre-selling capacity not yet built.
Cursor SDK Turns AI Agent Runtime into Programmable Infrastructure
Cursor is releasing an SDK that turns its agent runtime into programmable infrastructure for headless use in CI/CD pipelines, internal tools, and third-party products. Revenue scales with compute tokens, not seats, enabling higher volume without human-in-the-loop.
JPMorgan: Agentic AI Could Flip Server Ratio to CPU-Heavy
JPMorgan reports that agentic AI workloads could increase CPU demand, potentially flipping the GPU-to-CPU ratio from 7-8 GPUs per CPU to CPU-heavy deployments, with a $100B TAM for AI CPU infrastructure.
Google Virgo Fabric: 100K-Accelerator AI Network Cuts Latency
Google unveiled Virgo, a data center fabric for AI clusters of 100,000+ accelerators, using a flatter two-layer topology to reduce latency and improve bisection bandwidth for synchronized training workloads.
GPT-5.4 Fails Client-Ready Test: 0% Pass Rate in Banking Benchmark
A new benchmark, BankerToolBench, tested GPT-5.4, Claude Opus 4.6, and others on junior investment banker tasks. None of the outputs were deemed client-ready, with GPT-5.4 leading but still failing nearly half the criteria.
Anthropic Bans Entire Organizations Without Warning — Here's How to
Anthropic banned an entire agtech org with no warning. For Claude Code users, this means your API keys and team access can vanish instantly. Here's how to build redundancy now.
UALink 2.0 Spec Finalized, Aims to Challenge NVLink for AI Clusters
The UALink 2.0 interconnect specification has been finalized, providing a standardized way to link AI accelerators from AMD, Intel, and others. However, it lags behind NVIDIA's established NVLink technology in real-world deployment.
Anthropic's Claude Code vs. OpenClaw: A Technical Comparison
A technical dive compares Anthropic's Claude Code, a specialized coding model, against the open-source OpenClaw. The analysis examines benchmarks, capabilities, and the trade-offs between proprietary and open-source AI for code.