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Every small business owner has that one moment that could have broken them. But remarkably, it didn't. Hi, I'm Ben Walter, CEO of Chase for Business. And on season three of the Unshakeables, my co host Kathleen Griffith and I are bringing you more incredible stories of overcoming the impossible. We're really proud to share that the Unshakeables is nominated for Best Branded podcast at the 2026 iHeart Podcast Awards. Listen to the Unshakeables wherever you get your podcasts and lear more at chase.com/podcast JP Morgan Chase bank and a member FDIC Copyright 20 and 26 JP Morgan Chase Co.
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Bloomberg Audio Studios Podcasts Radio
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News welcome to our Bloomberg Television and radio audiences worldwide. In Washington, D.C. one of the central players in global high infrastructure build out is speaking to and about its most important and biggest customer, that is Dell and the United States Federal government. Government delighted to say that Dell Technologies Chairman and CEO Michael Dell joins us alongside the Department of Energy undersecretary for science, Dr. Dario Gill. And Michael, a lot of the themes that you're trying to get across and I don't know what conclusions you've reached in the last hour with your colleagues sat next to you, is that either government is getting it right in the United States or they're not in where they're allocating resource, where they're deploying policy to build critical national AI infrastructure. What are the conclusions you've reached today?
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D
You know, we're seeing in government a number of the projects advance from the pilot phase to production phase. And certainly Dario can speak to the ambitious initiatives. But you know, we are, you know, we have built a platform for open scalable systems to enable all the great sciences occurring in the national labs and beyond. Certainly have a fabulous example in the Doudna cluster that we're beginning to, to deploy. And all of this is about accelerating science scientific discovery and progress. And certainly, you know, that's, that's a huge priority. So great to be here with our largest customer. And you know, we're very mission focused and making sure our solutions are enabling the mission wherever it occurs, whether that's in in space, out in the field and everywhere else does go.
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C
There are case studies. Right. We could talk, for example, about the progress you've made with any rsc. But zooming out for a moment if you will, from the DOE's perspective, why is AI infrastructure now such a core part of of national security and the implications?
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B
Well, because we're in the midst of a computing revolution and AI is at the heart of that revolution. And it is going to transform how science and engineering are practiced in our nation. The Monday before Thanksgiving, President Trump signed an executive order to launch the Genesis mission. And within that mission, we seek to harness this computing revolution to double the productivity and impact of America's trillion dollar A R and D ecosystem. And science and engineering are at the heart of our progress and capabilities in national security and discovery. Science in energy, in health, and the example of the partnership that we have with the doubt in the system, in nursing. One of our 17 national laboratories exemplifies the power of using AI to accelerate science.
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C
Dr. Gil, is, is, is Dell and Mr. Dell sat next to you delivering supercomputers to the timeline you'd expect?
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B
Yes, one of the. So, so for example, in that system that we're standing up, we already have an early access program where we stood up the first generation of nodes of the Nvidia GPUs system is going to be operational for the science community mid-2027. So I think one of the characteristics we're seeing right now is that we used to have supercomputing projects that would take a decade to build. Now we're building these things in two years. And, and that's a big, big change in terms of the velocity with which it's moving.
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D
One of my things the government is doing is. Sorry to interrupt there.
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C
No, please, please carry on.
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D
The leveraging the integrated, you know, rack scalable systems that we're building for commercial and enterprise. And obviously there are enormous build outs in, in AI data centers, as you're well aware, Ed. And, and so kind of again, leveraging that open scalable architecture that we built will accelerate the government's progress in all of its infrastructure requirements.
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C
We're live on Bloomberg Television and on Bloomberg Radio around the world. We're speaking to Michael Dell and Department of Energy Undersecretary for Science, Dr. Dario Gill. Michael, the Pentagon recently designated anthropic as a potential supply chain risk. Your assessment of that decision and the scenario that's playing out there, please.
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D
You know, I try not to assess that decision. You know, I think, I think, you
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know,
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D
you know, we're, we're, we're kind of a foundational provider of the infrastructure. What I can say from our standpoint is obviously we have various controls and systems to make sure we're selling to the right, you know, to the authorized users, but we, you know, we, I don't think a company can dictate to a sovereign government what it does with its, with its Tools. I just don't think that's a workable model.
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C
Dr. Gill, I asked that question because right now, you know, your department, every department, has to balance what our national security concerns, concerns and interests with very real cyber threats to US Infrastructure. How do you do that? You know, keep working with private enterprise American companies, but also achieve the goals that this administration wants to in this period.
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B
So look, I mean specifically if you look at cyber threats and the overall security posture on, on these technologies and being very aware that our adversaries do not wish us well, and the way you approach it is to from day one build a culture and a technical architecture where cybersecurity and security overall are, are an integral part of everything that we're building right from day one. So this is not something that is an afterthought where you're building an architecture or implementing these systems. And frankly, one of the things, for example, that we're seeing that is an evolution is that AI driven cyber attacks are increasing in its power and the only way we're going to be able to defend it is with AI driven cyber defenses. So for example, categories like red teaming and blue teaming, what I am seeing now from our teams is that you're seeing those automated and you're seeing a red team and a blue train boutine that is driven by agents attacking and defending each other and then inform that informs the overall sort of like cyber architecture that we've implemented. So this is one of the defining challenges in the deployment of technology, the overall cyber posture.
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C
Michael, there's great demand to understand what's happening in global supply chains right now, particularly with, you know, it's not necessarily delays in specific data centers, but shifting priorities where a data center needs to go first. Geographically, what are you seeing right now on particular bottlenecks or where, you know, from a CAPEX deployment standpoint, the priority really is,
- [08:28]
D
well, certainly, you know, as we've talked about in our latest earnings, the demand is ahead of the supply and the constraints are the ones that we all know about its memory silicon, its advanced node semiconductors and power and the infrastructure to build out the power. Those are, those are definitely all constrained to one degree or another. The good news is we're responding to the challenge and we have an incredible supply chain and you know, we're, we are able to provide an enormous amount of this to, to our customers because we've got our arms around a lot of supply and a supply chain that is globally distributed, resilient and works well, maybe even better when there are challenges
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C
under Secretary, you know with the war in Iran, there is a focus on energy prices, on oil. Is there anything to extrapolate out from that longer term on your departments and this country's ability to secure energy supply for the data center capacity that is being built?
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B
Energy is an absolute top priority for the administration, for President Trump, for Secretary Wright. And an energy is the other side of the coin of the AI computing revolution. So we need a world of, of more energy and you know, more abundant energy and secure energy systems. But look, there is no way for us to deliver on the ambitions that we have as a country for AI and for additional technologies and the re industrialization of America without a growing energy and affordable energy supply. So this is absolute top priority. And I give as an example, I mean we're talking about oil and gas but, but, but also in the horizon is a renaissance of nuclear power that we're very driven. If you look at even beyond is our commitment, our investments towards realizing fusion energy. So we need to invest across all the different horizons to realize the full
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C
potential America Dell CEO Michael Dell alongside his biggest customer, the Federal government as represented by the Department of Energy's Undersecretary for Science, Dr. Dario Gill. Thank you for your time.