Dell Technologies picked data management as a key differentiator in the race to lead AI infrastructure, saying companies need stronger capabilities to manage dispersed internal data for AI. Senior Vice President Travis Beihl said linking the right data to the right use cases will be crucial. He outlined the three-layer Dell AI Data Platform and highlighted storage and orchestration functions. Beihl also cited Samsung Electronics as an example of supporting EDA workloads in semiconductor manufacturing.

Security threats targeting the software supply chain are intensifying as AI spreads, with recent incidents involving a tampered Axios NPM package and trojanised installers distributed via the official Daemon Tools website. Concerns are also emerging that automation features in AI coding tools could amplify supply chain risks. Amid growing interest in AI agents, companies are accelerating moves in agent security, including more M&A activity. The article also lists related developments by OpenAI, Anthropic, the White House, Cisco, KT and others.