Dell Technologies Capital

When you’re @Runpod and serve more than 500,000 developers, you get a pretty good view into the state of AI adoption and evolving infrastructure needs. Luckily for us, @Runpod turned those insights into its first “State of AI” report. The highlights: 67% of image endpoints powered by Stable Diffusion 2/3 of image endpoints using ComfyUI 43% of video generation endpoints powered by Wan 70% of video generation endpoints also doing upscaling or enhancement Read the full report below👇 runpod.io/the-state-of-a…

@AmnonShashua and the team at doubleAI have pulled back the curtain a bit on what they've been working with the launch of WarpSpeed for GPU kernel optimization. The theory behind doubleAI's work is that real innovation will happen through artificial expert intelligence systems. That is, AI that surpasses human specialists in specific, narrowly defined domains. And they'll do so reliably and verifiably. Proud to have backed this team from the early days. Read on to get into the details. doubleai.com/research

Introducing the DTC Quick Take, where we ask one of our portfolio CEOs to share a few (fast) thoughts on the most pressing topics in tech. Check out the first one on enterprise AI adoption with @PecanAI CEO @Zohar_Bronfman: linkedin.com/feed/update/ur…

DTC’s Chris Falloon recently caught up with Pascal BORNET and EY’s Jon Caplinger on the state of enterprise AI. The trio talked where we’re at today with live implementations – think less about holographic sales people and more about programmatic, task-oriented things like governance or identity and access management. Work that’s mundane but well documented where automating even a fraction of the tasks would result on clear, immediate ROI. AI pilots are everywhere in the Fortune 500. Real AI results at scale are coming from that are aligned on strategy, ownership, and infrastructure. Listen on for more: youtu.be/IG9_yLF0wz8?si…

Manifest 2026 is upon us. Ahead of the logistic industry's biggest conference, we grabbed some time with CEOs Harish Abbott, Tom Perry, Raj Dodhiawala, and Zohar Bronfman to talk AI and the supply chain. Specifically, what do enterprise customers need/want from AI right now. 🚚In short, for logistics, it's about building trust. Think less of a rip and replace and more about incremental wins that deliver material ROI almost from the start. Read on for the full lowdown. delltechnologiescapital.com/resources/mani…

When it comes to ransomware, several things feel true today: 👉 AI is making threats faster, more automated, and easier to execute at scale. 👉 Attacks are engineered to evade controls, disable protections, and maximize damage. 👉 What used to take hackers weeks now takes days — or even hours. 👉 Prevention alone is no longer enough. Resilience is now a top priority. This is one of the reasons today’s announcement that @DellTech and @HalcyonAi have launched commercial PCs equipped with ransomware resilience is such an important milestone. Halcyon’s leading ransomware solution will now be available out-of-the-box on Dell commercial PCs through #DellTrustedWorkspace. Congratulations to the team at Halcyon for leading the way in cyber resilience in the AI era. Scaling this solution through Dell's commercial PCs offerings is huge! Details on the launch and product availability ⤵️ dell.com/en-us/blog/a-n…

🚀Engineers, startup teams, and product-minded operators, this one’s for you! Join @cartesia × @AnthropicAI at @NotionHQ SF for a 2-day hackathon building voice-first AI agents w/ audio, reasoning, memory & action. 🏆 $20k+ in credits (Anthropic & Cartesia) 💡 Potential Cartesia enterprise subscription ✅ Early access + editorial/social boost via partners Link to apply below ⬇️

Supply chains are on the verge of an AI transformation — and Augment is leading the charge. @tryaugie's CEO and co-founder, Harish Abbott, recently joined Lee Klaskow and Bloomberg Intelligence's Talking Transports podcast to discuss how their AI teammate, Augie, is automating freight brokerage from end to end. Harish also shares insights on productivity gains across the industry, the talent challenges in scaling AI solutions, and why his Amazon days inspired him to tackle logistics inefficiencies. If you're curious about where #AI meets #supplychain innovation, this episode is worth a listen. 🎧 Tune in to episode 116: bit.ly/49HGFhl

@runpod_io is on a roll! The company just hit $120M in ARR. The origin story: Founders posted on Reddit offering free access in exchange for feedback. DTC partner Radhika Malik discovered them, reached out, and within 9 months they bootstrapped to $1M in revenue. Now they serve 500K+ developers including OpenAI, Perplexity, and Zillow. Read the full story in @Julie188's @TechCrunch piece: tcrn.ch/3LUVeoz

DTC is headed to the NHAI Global Summit at Nasdaq MarketSite in NYC on February 26, hosted by @entrosecurity. We're looking forward to connecting with the security leaders and builders defining the future of identity protection. Learn more. 💡⬇️ bit.ly/4qGNhCt

Enterprises want to scale #AI agents, but most lack the infrastructure to do it safely. @cequenceai is solving this. Their AI Gateway gives IT leaders the visibility and control needed to move AI agents from pilots to production. CEO Jeff Harrell shares what's driving enterprise AI agent adoption in this latest blog: bit.ly/3NPoHkd

Most AI failures don't happen in the model — they happen in the data. 📈 SuperAnnotate built the infrastructure to fix this. Their platform turns messy data into production-ready AI systems, combining human expertise with machine precision to label, evaluate, and continuously monitor performance at scale. In high-stakes domains like healthcare, finance, and transportation, data quality is the gap between prototypes and AI you can trust. 🤝 More on SuperAnnotate: delltechnologiescapital.com/resources/vaha…

As AI agents become more ubiquitous, who answers when things don't go quite as planned? At #WEF2026, @DistylAI CEO Arjun Prakash addressed this head-on: "I don't think it's the agent that's responsible. It's the legal entity or the human that created it that is accountable." As #AI systems make increasingly complex decisions, clear accountability isn't just a legal requirement—it's essential for building trust in the technology itself. Watch the full session: weforum.org/open-forum/ses…

The real #AI opportunity isn't in GPUs or foundation models — it's in the "Messy Middle." Radhika Malik breaks down how we've evolved from MLOps to LLMOps/AgentOps — where the unit economics finally work and companies here have generated $10B+ in strategic exits over three years. As enterprises build custom agents for complex workflows, this layer becomes essential: building, scaling, observability, and continuous learning. 2026 will determine who breaks away from the pack. Full analysis: delltechnologiescapital.com/resources/2026…

@Auditoria_AI is expanding across the UK & Europe — driven by 400% YoY growth in European customers. 🌍 Local leadership under Dean James Harrigan 🔒 Sovereign AI infrastructure in London & Ireland 📈 Meeting surging demand for intelligent finance automation Congrats to the team! 🎉 auditoria.ai/pr-auditoria-a…

It all started with a Reddit post. Two friends turned their Ethereum mining rigs into AI servers from their New Jersey basements. They posted on Reddit looking for beta testers, bootstrapped to $1M in revenue within 9 months, and caught the attention of Dell Technologies Capital partner Radhika Malik through their online presence. Fast forward: DTC co-led their $20M seed round in 2024, and today @runpod serves 500,000 developers including OpenAI, Replit, and Cursor across 31 global regions. The takeaway? When you build developer-first infrastructure at exactly the right moment—right before the AI boom—organic growth can be extraordinary. Read @Julie188's latest piece in @TechCrunch: techcrunch.com/2026/01/16/ai-…

Lightbits Labs and Founder & CEO Eran Kirzner recently joined theCUBE at NYSE Wired's AI Factories event to discuss how software-defined storage is powering the next wave of AI infrastructure. As the industry shifts from training to real-time inference, Eran explains how Lightbits leverages NVMe over TCP to deliver the agility and low latency modern AI workloads demand—reducing storage footprint by up to 50% while maximizing GPU utilization. Check out the full conversation: youtube.com/watch?si=s-egz…

There's real #AI opportunity in AI Infrastructure's "Messy Middle." It's been a long(ish) road but DTC's Radhika Malik explores how we've moved from the MLOps era (where few startups hit $10M ARR) to today's LLMOps/AgentOps landscape—where the economics finally work. The market Durable value is being created in this critical layer between infrastructure and applications. The market has caught on with $10B+ in exits in the last two years. Startups in this space are now acquired as strategic necessities, not just nice-to-haves. delltechnologiescapital.com/resources/2026…

The productivity promise of AI browsers comes with a major caveat: they're breaking decades-old security assumptions. Cequence CISO Randolph Barr digs into why enterprises need to rethink permissions and governance before rolling these out. 👇 securitybuzz.com/cybersecurity-…