Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Welcome to our Bloomberg television and radio audiences worldwide. In Washington,
Speaker 2: d C, one of the central players in global AI
Speaker 2: infrastructure build out, is speaking to and about its most
Speaker 2: important and biggest customer, that is Dell and the United
Speaker 2: States federal government. Delighted to say that Dell Technologies Chairman
Speaker 2: and CEO Michael Dell joins us alongside the Department of
Speaker 2: Energy Under Secretary for Science doctor Dario O'Gill and Michael,
Speaker 2: A lot of the themes that you're trying to get across,
Speaker 2: and I don't know what conclusions you've reached in the
Speaker 2: last hour you with your colleague sat next to you,
Speaker 2: is that either government is getting it right in the
Speaker 2: United States or they're not in where they're allocating resource,
Speaker 2: where they're deploying policy to build critical national AI infrastructure.
Speaker 2: What are the conclusions you've reached today?
Speaker 3: You know, we're seeing in government a number of the
Speaker 3: projects advanced from the pilot phase to production phase. And certainly,
Speaker 3: you know Dario can speak to the ambitious initiatives, but
Speaker 3: you know we are you know, we have built a
Speaker 3: platform for open scalable systems to enable all the great
Speaker 3: sciences occurring in the national labs and beyond. Certainly we
Speaker 3: have a fabulous example in the down in a cluster that.
Speaker 4: We're beginning to deploy, and all this.
Speaker 3: Is about accelerating science, h scientific discovery and progress.
Speaker 4: And certainly you know that's that's a huge party.
Speaker 3: So great to be here with our largest customer, and
Speaker 3: you know we're very mission focused and making sure our
Speaker 3: solutions are enabling the mission wherever it occurs, whether that's
Speaker 3: in space, out in the field, and everywhere else does go.
Speaker 2: There are case studies, right we could talk, for example,
Speaker 2: about the progress you've made with any RSC. But zooming
Speaker 2: out for a moment, if you will, from the DOEES perspective,
Speaker 2: Why is AI infrastructure now such a core part of
Speaker 2: national security and energy security implications?
Speaker 1: Well, because we're in the midst of a computer revolution,
Speaker 1: and AIS have the heart of that revolution, and it
Speaker 1: is going to transform how science and engineering are practicing
Speaker 1: our nation. The Monday before Thanksgiving, President Trump sign an
Speaker 1: executive order to launch the Genesis Mission, and within that mission,
Speaker 1: we seek to harness this computer and revolution to double
Speaker 1: the productivity and impact of America's trillion dollars a year
Speaker 1: R and D ecosystem and science and engineering are the
Speaker 1: heart of our progress and capabilities in natural security, in discovery, science,
Speaker 1: in energy, in health, and the example of the partnership
Speaker 1: that we have with the Daltnes system in NURSK in
Speaker 1: one of our seventeen national laboratories exemplifies the power of
Speaker 1: using AI to accelerate science to go.
Speaker 2: Is Dell and mister Dell sent next to you delivering
Speaker 2: supercomputers to the timeline you'd expect.
Speaker 1: Yes, one of the So, for example, in that system
Speaker 1: that we're standing up, we already have an early access
Speaker 1: program where we stood up. The first generation of nodes
Speaker 1: of the Nvidia GPUs system is going to be operational
Speaker 1: for the science community mid twenty twenty seven. So I
Speaker 1: think one of the characteristics we're seeing right now is
Speaker 1: that we used to have supercomputing projects that would take
Speaker 1: a decade to build. Now we're building these things in
Speaker 1: two years, and that's a big, big change in terms.
Speaker 5: Of the velocity with which it's moving.
Speaker 4: One I thought that the government is doing is sorry
Speaker 4: to interrupt, there.
Speaker 5: No please let please change.
Speaker 3: Leveraging the integrated rack scalable systems that we're building for
Speaker 3: commercial and enterprise, and obviously there are enormous buildouts in
Speaker 3: AI data centers, as you're well aware.
Speaker 1: Ed, and so.
Speaker 3: Kind of again, leveraging that open, scalable architecture that we
Speaker 3: built will accelerate the government's progress in all of its
Speaker 3: AI infrastructure requirements.
Speaker 2: We're live on Bloomberg Television and on Bloomberg Radio around
Speaker 2: the world. We're speaking to Michael Dell and Department of
Speaker 2: Energy Under Secretary for Science, doctor Dario Gill. Michael, the
Speaker 2: Pentagon recently designated Anthropic as a potential supply chain risk.
Speaker 2: Your assessment of that decision and the scenario that's playing
Speaker 2: out there, please.
Speaker 3: You know, I try not to assess that decision. Uh
Speaker 3: you know, I think I think, you know, uh you know,
Speaker 3: we're we're we're kind of a foundational provider of the infrastructure.
Speaker 3: What I can say from our standpoint is, obviously we
Speaker 3: have various controls and systems to make sure we're selling
Speaker 3: to the right uh, you know, to to to the
Speaker 3: authorized users.
Speaker 4: But we you know, we I don't think.
Speaker 3: A company can dictate to a sovereign government what it
Speaker 3: does with its with its twins.
Speaker 4: I just don't think that's a workable model to go.
Speaker 2: I asked that question because right now, you know your department,
Speaker 2: every department has to balance what our national security concerns
Speaker 2: and interests with very real cyber threats to US infrastructure.
Speaker 2: How do you do that, you know, heat working with
Speaker 2: private enterprise American companies, but also achieve the goals that
Speaker 2: this administration wants to in this period.
Speaker 1: So look, I mean if specifically, if you look at
Speaker 1: cyber threats and the overall security posture on these technologies
Speaker 1: and being very aware that our adversaries do not, you know,
Speaker 1: wish as well, the way you approach it is to
Speaker 1: from day one build a culture and a technical architecture
Speaker 1: where cybersecurity and security overall are an integral.
Speaker 5: Part of everything that we're building, right from day one.
Speaker 1: So this is not something that is an afterthought where
Speaker 1: you're building an architecture or implementing these systems. And frankly,
Speaker 1: one of the things, for example, that we're seeing that
Speaker 1: as an evolution is that AI driven cyber attacks are
Speaker 1: increasing in its power and the only way we're going
Speaker 1: to be able to defend it is with AI driven
Speaker 1: cyber defenses. So, for example, categories like red.
Speaker 5: Teaming and blue teaming.
Speaker 1: What I am seeing now from our teams is that
Speaker 1: you're seeing those automated and you're seeing a red team
Speaker 1: and a blue blue team that is driven by AI
Speaker 1: agents attacking and defending each other and then informed that
Speaker 1: informs the overall sort of like cyber architecture that we've implemented.
Speaker 1: So this is one of the defining challenges in the
Speaker 1: deployment of technology, the overall cyber posture.
Speaker 2: Michael, that there's great demand to understand what's happening in
Speaker 2: global supply chains right now, particularly with you know, it's
Speaker 2: not necessarily delays in specific data centers, but shifting priorities
Speaker 2: where a data center needs to go first geographically, What
Speaker 2: are you seeing right now on particular bottlenecks or where
Speaker 2: you know, from a CAPEX deployment standpoint, the priority really.
Speaker 3: Is well, certainly, you know, as we've talked about in
Speaker 3: our latest earnings, the demand is ahead of the supply
Speaker 3: and the constraint are the ones that we all know about.
Speaker 3: It's memory, silicon, its advanced no semi characters, and power
Speaker 3: and the infrastructure to build out the power are those
Speaker 3: are definitely all constrained to one degree or another. The
Speaker 3: good news is we're responding to the challenge and we
Speaker 3: have an incredible supply.
Speaker 4: Chain and you know, we're we're.
Speaker 3: Able to provide an enormous amount of this to to
Speaker 3: our customers because we've got our arms around a lot
Speaker 3: of supply and a supply chain that that is globally distributed,
Speaker 3: resilient and works well, maybe even better when there are challenges.
Speaker 2: Under Secretary, you know, with the war in Iran, there
Speaker 2: is a focus on energy prices, on oil. Is there
Speaker 2: anything to extrapolate out from that longer term on your
Speaker 2: departments and this country's ability to secure energy supply for
Speaker 2: the data sense capacity that is being built.
Speaker 1: Energy is an absolute top priority for the administration, for
Speaker 1: President Trump, for Secretary right and energy is the other
Speaker 1: side of the coin of the AI competent revolution. So
Speaker 1: we need a world of more energy and more abundant
Speaker 1: energy and secure energy systems.
Speaker 5: But look, there is no way.
Speaker 1: For us to deliver on the ambitions that we have
Speaker 1: as a country for AI and for additional technologies and
Speaker 1: the reindustrialization of America without a growing energy and affordable
Speaker 1: energy supply. So this is an absolute top priority. And
Speaker 1: I give us an example. I mean we're talking about
Speaker 1: oil and gas, but also in the horizon is a
Speaker 1: renaissance of nuclear power that we're very driven. If you
Speaker 1: look at even beyond is our commitment, our investments, or
Speaker 1: is realizing fusion energy. We need need to invest across
Speaker 1: all the different horizons to realize the full potential of America.
Speaker 2: Dell CEO Michael Dell, alongside his biggest customer, the federal
Speaker 2: government as represented by the Department of Energies Under Secretary
Speaker 2: for Science doctor Dori O. Gill.
Speaker 5: Thank you for your time.