Podcasts about dell technologies world

Josh Singh, sales director at Turning Point Technology Services Josh Singh didn’t arrive at Dell Technologies World simply as a partner – he arrived as someone who spent nearly eight years on the vendor side, in Dell sales roles, before crossing over to Turning Point as the company’s sales lead. That dual perspective shapes everything about how Turning Point operates. The Vancouver-based solution provider, founded in 2012, runs exclusively on Dell in the data center – a deliberate, all-in single-vendor bet that Josh frames not as a constraint but as a competitive advantage. Nearly half of the team is ex-Dell, which means when a customer needs an answer fast, Turning Point knows exactly who to call inside Dell’s notoriously complex internal matrix. That navigational fluency, Josh argues, is the kind of differentiation that doesn’t show up in a spec sheet but shows up every time there’s urgency. Turning Point recently formalized that depth by opening what Dell designates as its first official solution center in Canada, in their Vancouver office, giving the team and their clients hands-on access to the full portfolio – including the GB10 for deskside AI development. On AI, Josh’s read is that the “AI factory” framing was right directionally but too large a first step for most of the Canadian market. Dell’s move toward more modular, consumable AI infrastructure – starting at one or two servers, proving a use case, then scaling – is what actually unlocks adoption for SMB customers. Small wins first, then the appetite for something bigger. On security and resilience, Josh drew a clear line: backup is the last line of defense, and if that last line gets hit – or gets frozen by a ransomware insurance claim – you’re rebuilding from scratch. Dell’s Data Domain and its proprietary DDBoost protocol, alongside Veeam, form the core of what Turning Point puts in front of customers who need to actually recover, not just theoretically recover. And rounding it out: the supply chain disruption, compounded by Broadcom‘s reshaping of the virtualization market, is forcing Canadian organizations to plan differently – more external awareness, more budget flexibility, earlier commitment. That’s a challenge across the industry, Josh notes. But for partners who can guide customers through it, it’s also an opening. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re continuing our series from Dell Technologies World in Las Vegas. This week, we’re deep on the partner perspective. Today’s guest brings a point of view you don’t usually get. Nearly a decade inside Dell Technologies, followed by a move to the partner side – specifically to a partner that has made one of the most deliberate, all-in single-vendor bets you’ll find in the Canadian channel. Josh Singh leads the sales team at Turning Point Technology Services, a Vancouver-based solution provider founded in 2012 that operates exclusively on Dell in the data center. Not mostly Dell, not primarily Dell – exclusively. In a channel where diversification is almost reflexively treated as risk management, Turning Point went the other way, and they did it right at the beginning of Dell’s channel investment cycle, which turned out to be good timing. Josh brings to that an unusual lens. He spent almost eight years in Dell’s sales roles, where he learned early that the channel was the key to his success, and that knowing how to navigate Dell’s internal matrix is an advantage that translates directly into faster, better outcomes for customers. Roughly half of Turning Point’s team is ex-Dell. They recently opened what Dell designates as its first official solution center in Canada, right there in their Vancouver office. We talked about what it actually means to make the single-vendor bet and why it’s holding up. How the AI adoption conversation is changing for SMB customers who weren’t ready for the Dell AI Factory, but might be ready for something smaller. The security and data resilience story, and why backup shouldn’t be confused with business continuity. And what the supply chain situation, plus Broadcom’s disruption of the market, is doing to how customers have to plan. Let’s get right into it. My chat with Josh Singh. Josh, thanks for taking the time. I appreciate it. I’m sure it’s been a busy week. Josh Singh: It has been a busy week, and thanks for having me. Robert Dutt: I guess to open it up, I want to start with a question that frames the perspective that you have at an event like this. Turning Point made the explicit call to go all-in on Dell on the infrastructure side, as I understand. A lot of partners diversify, carry multiple vendors, pick and choose their spots. What’s the logic behind that bet? What does a week like this one – where Dell’s making a lot of big moves around AI and the direction of the partner program and all that – feel like for a shop that’s tied its future to the Dell story? Josh Singh: Very good question. I’ve been asked this numerous times, and it’s clear you’ve done your research on us. As you said, Robert, we are 100% Dell-exclusive in the data center. We do have other technologies that are complementary to Dell to give our clients an end-to-end ecosystem of technology, but we have doubled, tripled, and quadrupled down on Dell in the data center. Turning Point was formed in 2012. Three founders – Lee, Sean, and Lauren – they came from a value-added reseller that sold a multitude of technologies. What they found out at the time was Dell had a portfolio that covered the end-to-end, especially in the data center. They branched out, all three of them from [Seven Group – verify company name], and they formed Turning Point. They just realized that Dell was at the beginning of their partner program. You’ll see a legacy fabric still embedded in some aspects of Dell Technologies where they still are partial to selling direct, but they have put a large amount of emphasis and investment in the channel over the last fifteen years. Turning Point was formed at the very beginning of that cycle. Since then, we have had no regrets. Dell has really come to the table as a really solid partner for us, allowing us to offer our clients the end-to-end data center strategy with Dell Technologies. Robert Dutt: Your lens is unique too in that you have some time at Dell EMC – a viewpoint that a lot of partners don’t have in terms of having seen both sides of that fence, especially around the same vendor. What does that vendor-side time teach you about what Dell actually needs and wants from partners, and the reality of what Dell values in a partner? Josh Singh: Yeah, that’s a really good question. I spent almost eight years at Dell in various sales roles. I learned very quickly, and early on in my Dell sales career, that the channel was the key to my success. The core reason why is I’m one individual. I have a solutions engineer, I have some overlays, and we manage a pretty large territory. I found that if I could just introduce a channel partner into the mix, I could lob it over the fence, play quarterback a little bit, get enough updates from the channel partner so I can update my leadership – because that’s really important. But I was able to scale my business significantly when I started to work with the channel. Actually, Turning Point was one of those channel partners that I worked very closely with. So it’s a bit of a full circle moment for me to come back and I lead the sales team at Turning Point. Robert Dutt: I have to imagine the Dell team is happy to have you, because clearly you’ve got that lens for exactly what they are looking for from you as a partner. Josh Singh: Yeah, you know, every vendor has their own methodology and go-to-market culture. And so it does help. Actually, almost half of Turning Point’s team is ex-Dell Technologies employees. So that really gives us a unique perspective on how Dell wants to sell, how to update Dell, what’s important to them – what’s important to each level in the organization, from the sales rep to the manager, to the director, to the senior director, to the president. So we understand what is important to Dell Technologies. And also, for our customers, it’s really important to pick the right technologies. But as we all know, this world is moving so fast and our customers need answers, and they need us to be on their requests in a really time-sensitive way. And so, typically with most vendors, you know your account executive and that individual is the key to the organization. When you come from Dell, you all of a sudden know how to navigate the matrix of Dell. And so when a customer has a question, you know exactly who to call. You can pick up the phone and get that answer in a much more time-sensitive way than navigating the matrix of Dell, which can be large and daunting. Robert Dutt: So the secret sauce is as simple as spending more than half a decade inside the company itself. Josh Singh: Simple. Yeah, easy peasy. Robert Dutt: Big week for AI infrastructure here, and the Dell AI thesis – in so much as they’ve for a while been pulling on the idea of running AI models on-prem and on their infrastructure – was really amplified this week. Between that, desktop agentic AI, and the whole server and storage announcements underneath that, how does what was announced here resonate with what you guys are doing now and what your customers are asking for in terms of technology and how it’s delivered? Josh Singh: Yeah, no, that’s a really good question. So I’ve been at Dell Technologies World almost every year, and I’m finding a big difference in the talk tracks this year. AI was a concept, it was a lot of buzzwords, it was a lot of fluff, to be honest with you as well. Everyone’s trying to chase what AI means to them. But I think this year is the first year where I started to see concepts materialize into practicality, whether it comes to data locality or infrastructure, or really how to go to the next steps of adopting AI. The Canadian market is more pragmatic in their approach to adoption of technology – a little laggard, but not in a negative way, just a bit more conservative. And so what Dell Technologies World enables me and us to do is learn from people actually deploying AI in a much more meaningful and scalable way, for us to then be able to go back to Canada and start to talk about potential use cases, potential outcomes – because it is a very daunting topic, AI, sometimes it can be very overwhelming. So Dell Technologies World allows us to take some key facts about AI, bring them back into our local market, and then help them through that journey. And also, we’re meeting a lot of experts here as well. So it’s not just that we take these concepts and go back to Canada and try to do it ourselves – we’re really supported by the Dell channel ecosystem as well, to help our clients evolve in their AI journey. Robert Dutt: What are the ideas that you’re hearing that specifically are making you think, “All right, this is going to change something in how we do business internally, or this is something I have to take to customer X, customer Y, customer Z,” because it maps to what they’re thinking about or where they should be thinking? Josh Singh: Yeah. I think Dell, when they first wanted to address AI, they came out with the Dell AI Factory, and that was the message. So for a lot of Canadian organizations – which are largely SMB – adoption of an AI Factory is not consumable. It’s too large. They need to prove the model out. And then as soon as they get some small wins and successes, then they can scale out, because the smallest AI Factory was large for them. And this is what we noticed, actually, in the last twelve months. So what Dell is doing now is making it a bit more economical, a bit more consumable – in the AI data platform, starting at one server, maybe two servers, a little PowerScale, and then using that to prove out a use case. And then once we prove out a use case, our customers say, “Hey, there’s really something to this AI thing that everybody keeps talking about.” Now they can really start to invest in a much more scalable, larger way. So I think what Dell has released – very small products with the GB10 all the way up to that massive AI Factory – I mean, you saw when Michael Dell came out with Jensen, and he came out on stage and showed the entire portfolio of AI with a small little itty-bitty – not quite Raspberry Pi size, but not too far from that. Robert Dutt: Really, yeah. Josh Singh: And then having Jensen talk about the next model and how much more powerful that next model is – 100x, 100x, 100x, all the way up to that big AI Factory. So I think it just allows us to be a bit more practical in AI adoption rather than, “Mr. Customer, you have to adopt an AI Factory and that’s how you’re going to achieve AI.” So yeah. Robert Dutt: Has some of the stuff they’re talking about – deskside AI, and specifically deskside agents – when you talk about a GB10 and the lower end of that, and even for more casual users, they would make the case down to the AI-enabled PC – how does that kind of map with how your customers are approaching AI, given that they aren’t going to be going out and buying even a bottom-end, full-on AI Factory experience as a day-one thing? Josh Singh: Yeah. So at Turning Point, we have our data center – it’s actually a solution center. Dell has multiple across the world. There was none in Canada. So actually, with Dell leadership, we opened up Dell’s first solution center in Vancouver in our office. There was a big unveiling with the president of Dell Canada, all Dell leadership came out, and we stood up our solution center in conjunction with Dell. So in that solution center, we have every piece of technology that Dell has – from PowerStore to PowerScale to ObjectScale. And we recently adopted the GB10 so we’re able to actually learn it, use practical use cases that actually help Turning Point, and then we can actually know how to speak to our customers as an adopter ourselves of the GB10 and some of the use cases. So anything from OpenClaw to using different language models and trying to help business productivity in that manner. We serve customers in almost every single vertical. So we are working with healthcare – we’re doing some work right now with healthcare and looking at different use cases when it comes to X-rays and things like that. And then we also work with legal, looking at contractual ways to actually pull out data from thousands or millions of contracts to find commonalities to help an organization improve their operational efficiency. So we’ve got our system in our solution center and we’re actually going through those use cases ourselves so that we can better serve our customers. Robert Dutt: Given that you’ve got that data center and you’ve got that – choose your own analogy, eat your own dog food, drink your own champagne – approach to things, how have you guys approached AI internally, and what have you learned from how you’ve done that over the last year or two? Josh Singh: So it’s a good question. Admittedly, we are a little bit at the beginning of that journey as well. So at Turning Point, as well as many of our customers, we were a bit overwhelmed with what AI meant. And so we have a practice when it comes to consultation to navigate what AI means for them. We do specific workshops to get a client to understand what they want out of AI and to conceptualize what AI is capable of doing. Now we’re really getting into how product is going to help that. So this is the next iteration of our AI journey to help our customers – going over and beyond the consultative nature of how AI works and models and inferencing and all those buzzwords that customers understand but don’t really understand. And then we’ll take whatever is the output from that workshop, and now with our solution center, we’re looking to actually take the results of that and try to replicate it using product and technology and actual outcome. Robert Dutt: How often do you find that the outcome of the workshop – “this is what AI would do best for you” – maps with what they came in thinking AI would do best for them? Josh Singh: It’s fascinating to see, actually, because in a lot of SMB organizations, there is no AI data scientist, there is no AI leader. So it’s essentially decision by committee. And that committee could be a storage admin, a network admin, a compute admin, an application admin, all the way up to leadership, cybersecurity, of course, for governance and compliance. So seeing the different perspectives in these AI committees is really interesting – to watch the customer look at each other and each individual have their own expertise and go, “Oh, that’s interesting. Oh, that’s interesting. Why did I know you viewed the world through the lens of this?” And so coming in with these workshops, it’s typically not one outcome. It’s actually allowing a conversation between these committees at our customer organizations to really help push what AI means for each of those individuals. And then they branch out, actually not with Turning Point but internally, to foster more discussion. And then we come back in and help prod and push in certain areas with our AI knowledge. But really, it’s more contextual. It’s not really about language models and things like that. It’s more about blue sky – like, what do we want to do? And what’s success for you, and what’s success for you, and what’s success for you? You’ll notice that success for each of these individuals is very different. So it’s been fascinating for us to watch. Robert Dutt: It’s funny how often some of these things do – for all the technology behind it – come down to breaking down internal silos. Josh Singh: Yes, yes, yeah. It’s a big part of our job. We help bridge technology to business, to legal, to cybersecurity, all the way up to business goals. So it’s really – it’s an honor to work in this industry and see those conversations play out. Robert Dutt: We saw some fairly significant changes to the partner program and the rollout of the Modern Partner Platform – in terms of the agentic AI stuff that’s rolling into the partner portal and the partner experience, deal registration improvements, a whole bunch of things – especially where you guys are at as a boutique, exclusively Dell-focused operation on the data center side. What did you see in there that really caught your interest – “okay, that’s going to make my life better”? And in a more art-of-the-possible mode, what do you think AI appearing in partner platforms is going to mean in the long run in terms of what you can do, and what you can get from the overall experience you have with key vendors like Dell? Josh Singh: Yeah, good question. So they haven’t fully rolled out the One Dell Way platform yet – they’re chipping away at it. First is with CSG on the client side, and they’re starting that internally. So we haven’t actually seen the result of a lot of that change yet. But I do know theoretically what the plan is for that, and I think it’s going to be really advantageous for us. We are seeing a little bit of the benefits right now where human intervention – as vendors start to consolidate a bit more in sales and back office – the role of the sales rep is changing. There are a lot of tasks that that sales rep now has to do. And so they can sometimes be the bottleneck of operational efficiency. Let’s talk about deal registration, for example: they will get an email, and if they’re busy in meetings, by the time they get to that email and press OK, it could be twenty-four, it could be forty-eight hours, it could be seventy-two hours if that person’s out of town. So then you have to chase – and with how fast IT is moving with our customers, we can’t afford to wait that long. So we’re starting to see a bit more intelligence and automation in how deal registrations are approved. It is a bit of a complicated topic because the channel relies on Dell’s ability to recognize who our accounts are, who our loyal customers are. And so there have been some conflicts since then. But I do see that Dell is on it and they are working it out. And I do love the transparency and honesty from Dell in owning up where mistakes were made and correcting them in the field. So I am seeing some AI adoption when it comes to the partner program, but it’s not fully rolled out yet. So I am looking forward to seeing what they come out with. Robert Dutt: In terms of future state – whether it’s stuff that they’re already discussing or stuff that’s just possible but not yet on the roadmap – what would be the most impactful for you and your organization to move to a more automated, more agentic motion with a key vendor like Dell? Josh Singh: Yeah. I’m sure you’ve heard of Dell Sales Chat. It’s basically their version of GPT, but it references all of Dell’s information – presentations, documents, white papers, service briefs, and things like that. So the Dell rep just types in a query into Dell Sales Chat, and an answer comes out while referencing all Dell documentation. What I really want to see is Dell enabling that for the channel. And so I’ve talked to Dell leadership – specifically people that own this product – and that is the plan. And so I’m really, really excited for that, because especially when we respond to RFPs in public sector, it’s a very time-consuming endeavor. And so for us to be able to type in queries on very specific questions that public sector has about technology would be really valuable. And I do know that there are compliance and governance issues as well. The labeling of documentation has to be accurate – otherwise, the channel would get access to potentially confidential data from Dell Sales Chat. But that’s the biggest thing that I’m waiting for Dell to offer the channel. Robert Dutt: Cool. I wanted to talk a little bit about security and data resilience, because that was another theme here at the event – an area where you guys have a fair bit going on with vCISO and MDR, cyber recovery, all that kind of stuff. Basically, how does the Dell cyber resilience narrative from this week connect with what you’re already doing? Does it strengthen the story you’re telling clients? Does it give you new opportunities? How are you viewing the message here? Josh Singh: Yeah. So I actually come from the security and resilience team at Dell – that’s my most recent role there. So it’s near and dear to me and my heart, and I am seeing a lot of product updates when it comes to security. That’s really exciting for me to see, actually. So Dell has a security and data platform in Data Domain, and there are other partners in the ecosystem like Druva and others. There are some partnerships with CrowdStrike and other MDR companies. And that’s what I really appreciate about Dell – they did have Secureworks for a period of time, which got spun off, but I do appreciate Dell constantly looking at where their gaps are from a technology perspective and then partnering up with other vendors to complete the end-to-end strategy. As I mentioned, each individual product in the technology portfolio – they are releasing a lot of security updates and functionality embedded in PowerStore, more in Data Domain when it comes to immutability and things like that, and PowerScale anomaly detection in each of the different products, end-to-end encryption with secure [HPAs – unclear; possibly “HBAs” or “APIs” – verify]. So there’s a lot of attention right now when it comes to security. And to come back to AI – AI is really cool and it can create a lot of really cool outcomes. That’s if you’re wearing a white hat. If you’re wearing a black hat, it can be equally exciting for them as well. And so Dell has to keep up now with not just asking what are the positive outcomes that can drive more efficiency and unlock human progress, but what are the black hats going to be doing with AI, and how do we respond? Robert Dutt: I was sharing a detail this week that backup infrastructure is kind of a primary target for attacks. Curious – does that kind of match with what you’re seeing? And how do you, especially with customers who are newer to you or just going through the process, help them reconcile what they think they’re protecting with their backup versus what they actually have in terms of protection? Josh Singh: Yeah, this is – I mean, every backup vendor says the same thing. This becomes really difficult, actually, to undo a lot of the conditioning from a lot of the backup vendors. I joined DPS – which is now the SRP, the Security and Resiliency Platform, at Dell – for a very specific reason. I actually used to also work for Secureworks. And I realized that talking to people about managed security services was resonating at the time. But the answer was always, “Hey, we just go back to our backup target and we restore, we recover, we’re up and running within a couple of hours.” So I thought, I could spend the same amount of time with a different team and a different product and achieve much more success, because that’s what most organizations are relying on. So they really rely on backup. Now, backup should not be confused with business continuity. Backup is the last line of defense – and it really is the last line of defense. So when you have a last line of defense, you need to make sure that that is locked down. If you don’t trust your last line of defense, it doesn’t really matter what you do on top of that. You can spend millions of dollars per year operationally on subscriptions and monitoring and things like that. But if you don’t trust your last line of defense, you are hooked. And so Dell’s backup product, Data Domain, is the most secure, purpose-built backup appliance out there in the market – hands down. It’s not even a comparison, from my perspective – and it could be a biased perspective – against other competition and other vendors that also play in the same area. There are just so many features in Data Domain when it comes to immutability and governance and compliance and DDBoost, which is a proprietary protocol – it’s not CIFS, it’s not NFS. A bad actor can scan a CIFS or NFS directory so easily and then just encrypt it. So while we do work very well with PPDM – which is Dell’s backup software – we also use Veeam as well. And so the Veeam-to-Data Domain story is very powerful, and it’s really good for the SMB market as well. So we’re constantly looking at the market and seeing what’s compatible, what plays well with Dell products, and we’re introducing that into our ecosystem as well. Robert Dutt: All right. To wrap it up – sitting where you sit as a partner who’s made a pretty significant single-vendor bet on Dell, what’s the one thing from this week that you sit back and go, “Yeah, that validates the decision”? And also, was there anything that gives you pause – that makes you go, “Okay, I need to learn more about that before I’m sure that we’re aligned”? Josh Singh: Yeah. I mean, I can’t deny that we haven’t been forced to think about more vendor adoption. And as every company needs to iterate and evolve and stay on top of industry trends, we need to constantly be surveying other technologies. And we do. We look at NetApp all the time. We look at Pure. We look at HPE constantly. And what we’ve noticed is we don’t need to take on a different vendor. And especially – one thing I will say about Dell, and I’m not sure if this is an answer to your question, but I do have to mention this – Dell’s supply chain is second to none. So we’re in this world right now which is shifting aggressively to shortages and components and things like that. And that’s where Dell’s really shining right now – in their ability to go to different geographic areas and fast-track product from other areas. So that’s just one thing that I have to plug Dell for: very impressive about what they’re doing there. But from a Dell perspective, they’re constantly innovating. All the thought leaders of the world – in different companies and different partners and vendors – they’re all here. And so if we have that big bet on Dell and they’re constantly innovating and adding new partnerships and are at the forefront of innovation, then that means we are too. And if we are, then we don’t need to look anywhere else – and we’re going to double down on the bet. Robert Dutt: To go back to what you were saying about the supply chain situation – it’s no doubt wild times trying to get infrastructure for everyone on the planet right now. And we hear pretty clearly from Jeff Clarke the idea, the message to customers: put your hand up early – really early, if you can – because that’ll give you the best chances of getting what you want when you want it. If you’re thinking two years out or something, how are you approaching timelines and guidance to customers on – okay, so you want to be here at some point – speccing that out in light of the uncertainty of availability, the uncertainty of price, all the fun stuff that’s going on right now? Josh Singh: We’re living in that world right now and it’s changing the way customers have to respond to their stakeholders in their organizations. Back in the day – and by back in the day, I mean six months ago – a customer needed compute and they would buy compute and they would get it within three weeks, likely two. Now we’re looking at two months, three months, sometimes six-month delays, depending on if they need very specific components. So it is a little bit like the COVID days, where there was a big push to remote connectivity. Now customers are looking at public cloud again in a bigger way because they need immediate resources. So what we’re trying to do as an organization is say, “Yes, you could go to the cloud – that is an option. It always has been an option and always will be an option. But is that the right thing for your organization economically, from a security perspective, from a latency perspective?” There are so many more considerations, especially in the Canadian market with data sovereignty. And so the shift of parts shortages – and this wouldn’t be a current interview unless we talked about Broadcom and the changes they’ve made in the market as well. These two very big changes in our market are now affecting the way that organizations have to respond to their stakeholders and the immediacy of resources. So planning now is critically important. The way that customers are now trying to secure budget within their organizations is changing, because they need to be a bit more adaptable and flexible to what’s externally offered. Previously, it was internal operational methodologies on how they adopted technologies. Now they’re being affected by the external. So they have to be a bit more flexible and adaptable as to how they need to support their growing environment – by way of data, by way of compute resources, and especially AI. Now that I need GPUs and memory and CPUs, which are now in shortage, it is a very big challenge. But it’s not a Dell challenge, it’s a customer challenge. It’s happening across the entire industry. So that’s a good thing for us. If it was a Dell challenge, then we’d have a challenge ourselves and be in a bit of a corner. But it’s a global challenge right now that we are constantly seeing changes to. And I suspect we’ll continue to see changes for the rest of the year. Robert Dutt: It’s wild times when you hear folks who are very intelligent on these things saying this is going to be a multi-year kind of cycle. I guess AI giveth, AI taketh away. Josh Singh: Yes, yes. And geopolitics – we’ve got some leaders in the world right now that are making decisions that are affecting our geopolitical climate as well, which is then downstream affecting IT. So it’s interesting times. Exciting times. And I think we’ll look back on today just like we looked back on COVID – we’ll get through it. We’re all in it together. Robert Dutt: Here’s hoping the war stories end up good at the end of the day. Josh Singh: That’s right. Robert Dutt: Thanks for taking the time. I appreciate it. Josh Singh: Thanks very much, Rob. I appreciate it. Thank you. Robert Dutt: There you have it, Josh Singh from Turning Point Technology Services. I’d like to thank Josh for his time in Las Vegas. The full-circle element of his story – spending years inside Dell, working alongside Turning Point as a channel partner, and then joining the company he was selling through – comes through clearly in how he talks about the business. And I think that perspective showed throughout the conversation. A few things I’d like to take away from this one. First, the single-vendor bet argument. A lot of partners hedge on vendor relationships as a form of risk management, but Turning Point went the other way. And the case Josh makes is essentially that depth beats breadth – that knowing how to navigate a large vendor’s internal matrix quickly is itself a competitive advantage for customers. When someone needs an answer today, knowing exactly who to call inside Dell and getting it done in hours instead of days is a real differentiator. Doesn’t show up in a product spec, but it does show up in the relationship. Second, the AI adoption ladder. The AI Factory is the right concept, but maybe too large a bite for most of the Canadian market. What’s changing now – and what you heard Josh describe with the solution center and the GB10 pilots – is AI becoming consumable at the entry level. Small win, prove the model, scale it up. That’s how it actually gets adopted in the mid-market and SMB space, and the partners who figured out how to structure that journey are the ones who are going to win those accounts. And third, backup is the last line of defense, not the first. Josh put it plainly: if you don’t trust your last line of defense, it doesn’t really matter what you spend on top of it. And if your backup infrastructure gets hit with a ransomware attack – which is increasingly the whole point of the attack – and you’ve filed an insurance claim on top of that, you can’t touch it until the insurance company is done with their analysis. You’re building from scratch. That air gap, clean recovery point is the whole game. Not a nice-to-have. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, the usual suspects. And if you have a moment to leave a rating or review, please do. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Earl Gosick, CTO at ESTI Consulting Services Earl Gosick has been attending Dell’s annual event since the EMC World days, and the ESTI Consulting Services co-founder brought to this year’s Dell Technologies World a perspective grounded in 35 years of building deep technical expertise on the Prairies. ESTI, the Saskatoon-based solution provider that won Dell’s Data Centre Solutions Excellence Award for Canada last year, runs a pure-play Dell infrastructure practice with particular depth in storage and data center design. Earl also sits in Dell’s CTO Connect program – a small, invitation-only group of partner technologists with early visibility into Dell’s product roadmap and a real voice in shaping it. His framing for the week: AI is fundamentally a data story, and data stories are storage stories. The push toward on-premises AI infrastructure – from deskside devices up through the newly announced Exascale and Rackscale solutions – is being driven as much by data governance requirements and token economics as by raw performance. Organizations that don’t control their data, Earl argues, can’t truly control their AI outcomes. On cyber resilience, he made a point worth underlining for anyone running managed services: ransomware insurance changes the recovery equation in ways clients don’t always anticipate. When a claim is filed, infrastructure gets frozen for forensic analysis. Recovery speed from a clean, air-gapped golden image – built with technology partners like Index Engines – isn’t a nice-to-have. It’s the whole game. And to close: Saskatchewan and Alberta may be poised to become Canada’s next significant data center hubs. With regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale facility successfully built in the province and is actively pursuing more, Earl sees a real and growing opportunity – and ESTI is already working to support it. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca, and your host for the show. We’re continuing our series of conversations from Dell Technologies World in Las Vegas. This week, we’re shifting from the Dell executive perspective to the partner perspective, and today’s guest has been making the trip to this event since the EMC World days. Earl Gosick is co-founder and senior consultant at ESTI Consulting Services, a Saskatoon-based solution provider that just celebrated 35 years in business and took home Dell’s Data Centre Solutions Excellence Award for Canada last year. Earl also sits inside Dell’s CTO Connect program, a small, invitation-only group of partner technologists who get an early look at where Dell’s roadmap is actually heading – and, importantly, a real opportunity to push back on it. Earl’s a storage specialist at his core, and that turned out to be a useful lens at a conference that was fundamentally about AI infrastructure. Because if you pull on that AI thread long enough, it leads you back to data, and data always leads you back to storage. We talked about what the Exascale and Rackscale announcements mean for real customer deployments, why the cyber resilience conversation is as much about recovery speed as backup integrity, and a genuinely interesting thread about why Saskatchewan and the broader Canadian Prairies may be sitting on one of the most underappreciated data centre opportunities in North America right now. Let’s get right into it. My chat with Earl Gosick. Earl, thanks for taking the time. I appreciate it. Earl Gosick: I appreciate you having me here. It’s always nice to talk about what we’re doing with Dell. Robert Dutt: No doubt, and you guys are doing a lot. I understand this is by no means your first DTW rodeo. Earl Gosick: No, I’ve been coming since the EMC World days, and I’ve never – I missed a year through COVID, that was about it. Robert Dutt: Well, I guess we’ll allow you that. So you’ve got this background here, you do the CTO Connect with Dell. What’s different about this year, if anything? What’s the tone or the energy that tells you something about where the industry is at right now, and not necessarily just where Dell would like it to be going? Earl Gosick: I think the driving factor of today is really the supply constraints. You can see what AI is doing and the effect that’s having across the board on every product that has memory or CPU or flash drives in it – which is everything in technology. So that’s really setting the tone. But it also shows how effective AI is as a market driver, and what people think is going to come out of that technology – which is, I think, very important for people to understand. It’s ubiquitous technology that’s going to drive a lot of change in our industry. And we’re seeing a leading edge of that. And if this is the leading edge, there’s some pretty exciting things coming, I suspect, and it’s going to do some pretty important and probably quite wonderful things for our clients. Robert Dutt: We heard from the main stage the idea of encouraging customers to get their hand up early – to get those orders, or even an inkling of where things are going for orders, in as early as possible – and that that will, in effect, Jeff Clarke was suggesting, get folks the best possible results. What’s the guidance you guys are providing your customers around that whole issue, and thinking about availability and pricing of hardware in this current super-fun environment? Earl Gosick: Our position does align with what we’re hearing from Dell when we’re dealing with Dell Technologies, so we try and pass on the messages as transparently as we can, understanding there are supply constraints coming. And we have to deal with those in the only way we have, and that is to figure out what we need. Let’s plan early. Let’s plan the budgets we have for the year, and we can make some estimates about what’s going to be happening six months from now – but they’re estimates, and they’re going to be higher. So it’s probably going to be cheaper for you to have technology that’s sitting on the floor unused for a few months and waste through some support potentially, as opposed to delaying the purchase for three months. So if we know what we’re going to buy, we should operate in a manner that allows us to order those technologies as soon as possible and make sure you’re not waiting for something that delays your business initiatives. Robert Dutt: You guys won the Data Centre Solutions Excellence Award last year for Canada. Take your victory lap. Tell me – what is it you guys are doing in the data centre space that earned that, and what does winning the award tell you about where your practice is focused? Earl Gosick: I hope it helps demonstrate our success. So what ESTI likes to do as a business – our business model is really to build highly competent experts all the way from solution architecture to implementation of those technologies at the customer site. That takes a lot of effort on our behalf, and so it’s nice to get a reward that says we’re doing the right things. Because if you can build a strong rapport with a client who trusts your experts in their field, that creates long-term relationships – which is what both ESTI and Dell are after, and what our clients want. Robert Dutt: You’re a storage specialist at a conference that has been at its core all about AI infrastructure. But at the same time, you go back to when it was – you said – EMC World, all about storage. The more I heard this week, the more it feels like the AI story is really a data story, and data stories are storage stories to at least some degree. How are you seeing that translate in terms of what your customers are actually asking about, or what they’re going to be asking you about? Earl Gosick: It’s significant. You’re right. In order for any type of artificial intelligence to derive a useful data product out the end, it’s built on the data that you have. So customers are coming to the realization that they have to store everything. So it is driving a lot of demand for storage. It’s driving storage in different ways and they just keep everything. Then there’s another product that comes after that, which is cleaning that data – building the data pipelines. When I talk about storage, it’s really about data, and AI is a data-driven product. So it’s doing great things for the storage industry. But the clients understand that they do have to have the data – it has to be there, it has to be available. And then when they build these data products, they have to protect those data products. They’ve got to make sure they’re secure. So it’s driving a lot of initiatives on both sides of the fence that are good for all of us. Robert Dutt: Especially with new or newer customers, or customers who are looking to expand what they’re doing with AI – and acknowledging there’s going to be a range from folks who have had the religion since day one and folks who’ve just been randomly shoving stuff digitally wherever they can. Where do you find those newer customers are at, generally speaking, in terms of sophistication of data management and data governance and all that kind of fun? Earl Gosick: Unfortunately, I’d like to say there’s a median in there. There is not. Everybody is at a different stage in that cycle for them. So you really have to be a little bit cognizant and ask the questions to find out where they’re at before you can really sort of hold their hands and walk them down the road. Many people who started that journey early – you can learn from them. And so they’re going to tell us to start and do something, and you may fail, there may be some things, but you’re going to learn something from that. The second time will be more successful. Then you take that information, you pass it on to the newer people who are trying to get quick value from those investments they’re making on the AI front. So it could be things about how to connect those various data sources because they’re spread everywhere, to how do they build, or select which ones they put their money and their efforts behind. And so you take from the ones that have been doing this for a while, you pass that information on to the ones that are starting on this journey, and you connect the dots. You provide value and make pain go away wherever you can. And customers appreciate that. Robert Dutt: And that sounds like that’s where you’re kind of bridging that gap that exists and trying to bring customers to the level they need to be at to get something out of this. Earl Gosick: Absolutely. Like I said, everybody’s on a journey at a different stage of that journey. And so you have to communicate well to understand where they’re at and what they’re trying to achieve. Once you know that – we don’t always have the answers, but we leverage great partners like Dell who do have somebody that knows the answer. And so building this sort of ecosystem of potential partners to bridge that gap is great. And Dell does that not just from us and the partner community, but their partner community as well, to support all the component pieces that go together to build these pretty highly complex solutions in some cases. Robert Dutt: Of all the announcements, all the stuff that we heard on the main stage and elsewhere this week, what kind of caught your attention – your major aha moment – the thing that’s going to be interesting going back to your business or going back to your customers with new opportunities or the ability to do something better, faster, more? Earl Gosick: So as we talked about, I am a storage guy. So I look at something like Exascale. They’ve been talking about this for a couple of years now in the CTO cycles that I’ve been to. To see that product sort of come to fruition, where you have something and you can just put a personality on that module and build something out – I think that could be very game-changing, especially for AI. They might want to do a lot of things with file storage today, object storage tomorrow. Being able to build up a cluster and put a personality on it that meets the needs of the day – I think that could be quite interesting. That Rackscale solution you saw on the stage with Michael Dell and Jensen the other day – for the larger clients, something like that could be quite interesting. I mean, we’re building these large data centers right now and trying to fill them. Rackscale infrastructure that helps with power and energy and doing a lot of powerful things is going to probably be a game changer for a lot of people. Robert Dutt: One of the things that struck me here is what I want to call the AI agnosticism, as long as you’re doing it on Dell infrastructure – that Dell is talking about here, ranging from, if you’ve got really basic needs, run it locally on your AI PC, moving up a bit there’s the GB10, which is more of a deskside machine, up to the big old box that Jensen signed on stage. How does that map with what you see in terms of customer needs for AI, and what do you think of that kind of approach to structuring both the data center and broader AI processing across the enterprise? Earl Gosick: I think as we touched on earlier, everybody’s on a different stage in that journey. So if you’ve got a guy that’s working at his desk and he’s trying to do some cool things, but he doesn’t have access to a million tokens – that little GB10 you put on the desk beside him and he’s going to do some development, he’s going to learn some wonderful things. Then as you move up the stack in your journey, you’ve got some big clients who are going to do small proof-of-concept type scenarios where they might want a smaller box and then move up that stack. I think it’s important to have a product that covers a diverse range of those people because nobody’s in that one sweet spot – they’re all over the map. Having that full technology set supports wherever they happen to be in their life cycle. Robert Dutt: You touch on tokens, and Jeff Clarke’s presentation was really deep into tokenomics and the kind of the trap there. I’m curious how that maps with what you’ve seen in customers as they’ve started to explore AI. Are they seeing these same challenges, and how are they thinking about it? Earl Gosick: Tokens are the buzzword of the day, but they’re out there for a reason. Everybody has finite resources to put towards the solution they’re trying to build. They may or may not know what that solution is – they’re working towards something, they need tokens to achieve that. What I find interesting is the people who are very early into the game of AI and building solutions around that – it doesn’t take them long before they’re like, “I’m out of tokens. I need to do some stuff.” So it just comes back to the fact that there are only so many resources to solve the needs you have, and you only have so many tokens, and you’ve got to learn to live within what you can get your hands on. And that’s driving the economy, whether it’s at a data center level or at an internal level for any business. Robert Dutt: And does that in turn drive – which I believe is Dell’s thesis here – does that in turn drive the interest in building out infrastructure in-house, so that the relative incremental cost of those additional tokens goes way down because it’s bought and built versus rented? Earl Gosick: Yeah. I think there’s a step along that AI journey where people have potentially outgrown what they can do in the cloud in an economic fashion. We see the supply constraints are driven by CPU and memory usage. If you look at what the cloud hyperscalers offer, when you get into highly intensive memory and CPU, it starts to get very expensive. A lot of storage, a lot of bits and bytes moving back and forth – very expensive. All those things are prevalent in AI. You’re moving a lot of data back and forth, you’re touching a lot of things, you need a lot of memory at times. So once you get to a point where you’re doing useful things with your AI and building generative models, no matter what you do with inferencing, it starts to get really expensive. Then it becomes a time where you can move those things into a data center you control. You can get some economics from it and you can get some sovereignty out of it. A hyperscaler outside of your control can turn things off – they can’t do that when it’s your data center. So you’ve got a lot of control as well as the economics behind how you’re achieving the outcomes you’re looking to achieve. Robert Dutt: I used a word which is actually where I wanted to go next, which is sovereignty. When we’re talking about data center infrastructure and moving bits around and enterprise storage, how is data sovereignty trending among your customers, especially folks who have regulatory concerns and that sort of thing? Earl Gosick: Being a Canadian company, predominantly, we have a larger focus on sovereignty and data sovereignty and sovereign solutions than maybe you’ll see south of the border here. And we find our friends in the European Union are a little bit different – they’re ahead of us even. But it’s a really big concern, especially when you have any type of government agency that you’re dealing with, or anybody that really has intellectual property that they’re looking to protect. They’ve learned that open AI models may expose things – even if it’s just from how they’re creating their algorithms. But if the data gets out there, it’s a concern. They’re protecting their assets as well. These AIs are delivering very useful outcomes for them. They need to make sure they own those outcomes and that they can actually reach them when they need them. So part of data sovereignty is not just the sovereign part of your data, but it’s the actual access to your data. We’re learning things from not just the AI piece but from ransomware – all of a sudden your data goes away. The same thing could happen with a hyperscaler for some people. Sovereign IT solutions are going to be, I think, increasingly important moving forward. Robert Dutt: On that note, you mentioned ransomware, and data resilience and protection is another area I wanted to touch on. We heard the figure that 97% of cyber attacks are now specifically targeting backup infrastructure – because of the old line about, I forget the particular bank robber’s name, but why do you rob the banks? Because that’s where the money is. Why do you go after the backup? Because that’s where all the data is. Does that match with what you’re seeing, and if so, how does that change how you’re designing and recommending data protection for your customers? Earl Gosick: It is absolutely changing people’s realization of how they need to protect their data. This one doesn’t matter if it’s AI or your regular business practices – your data has value, whether it’s to support applications that are running your critical business or you’re building AI products that you need to protect. That has value and you need to access it. What we’re seeing more and more – and we’ve built a really strong practice around this – is building things like cyber vaults and using Dell’s technology partners like Index Engines, where they come in and they can quickly identify threats inside your environment and act on those. Because these guys loiter around for potentially months at a time. They know how to get to your backups. They know they’re not getting paid if you can recover. So they’re going to do everything they can to try and disrupt that. They have AI engines just like ours, but they have a lot of money and they don’t have the constraints about how they use their AI. I mean, these people are criminals, so they act in a method that makes them money. We’re going to be facing even more potential threats in the future, and some of those are going to be AI-driven. We’re going to have to react at AI speeds. There are changes coming, but certainly people are learning to build protection mechanisms that are air-gapped and can respond very quickly to threats. Robert Dutt: When you’re sitting in front of a client who thinks they’re covered – they’ve got a backup solution, they’ve got someone who’s responsible for it – what are the most common gaps that you find between what they think they have and what they actually have? Earl Gosick: I think for many clients, they don’t really understand how disruptive it’s going to be if they run into a ransomware attack. If you’re a client that may have ransomware insurance, for example, and they get hit – you have to tell them, “Do you understand you’re not going to be able to touch any of that infrastructure? Because your insurance company is going to want to do some analysis on that to see how the threat came in.” That infrastructure is dead and gone. You’re starting from scratch. You need a golden image – you need something you know nobody has touched. Protecting the data is only the first piece. Rebuilding from that data, and how fast you can do that – that’s the very critical component. That’s where an air-gapped cyber recovery solution like Dell Cyber Recovery is critical, because you can understand what data to recover and you can recover quickly. Having the data there – that’s the great first step and that’s where you should start. But following that, that is only the first step. Robert Dutt: Your client base is different from a lot of partners I talk to. Given where you sit and who you’re focused on – not necessarily organizations that are under the same kind of pressure or have the same kind of resources to pursue AI – how do you translate and filter what you hear at a conference like this, where a lot is focused towards big enterprise, to a message that makes sense for your customers and scales to their needs and appetites? Earl Gosick: That’s one I think isn’t really that difficult – it’s not as difficult as you would think. Because everybody has the same problems. They run into the same problems. How they build solutions to those problems might change on the scale, but you just have to understand and recognize that everybody’s having the same problems. You can articulate and communicate to them that you’re not the only one that has this. We can resolve this problem at a large scale, but we don’t have to. You came back to it earlier when we talked about the product sets, from small to large – you just pick the right one to meet the solution that these guys have. How you solve that problem of the day doesn’t necessarily change for a really, really large client versus a very, very small client. It’s really just the scale of the end solution and the architecture that’s put together to solve the need. Robert Dutt: From a Titanium partner’s seat, what did the program changes that we saw rolled out – the agentification of the program, some of the incentive shifts – tell you about where Dell sees growth opportunity, and how does it align with where you’re already going or where it might take you? Earl Gosick: I think you can see very easily that Dell is putting a large focus around AI and what it can do for them to streamline their business and be successful. We, like any other company we deal with, are doing the same thing. What they’re doing with their Dell One program, and having a single operation from lead generation down to quoting and pricing and follow-up – it matches what we’re doing on the back end and trying to automate that. Because as long as we can automate that process and reduce the friction in those programs and dealing with Dell, we can spend that time focusing on our clients’ needs. You see Dell, I think, leveraging the same technologies to do that. And if we’re smart business people today, we’re looking to the people around us who are being successful and trying to do what they’re doing in a sense. That’s true for us and our clients. Leveraging AI and seeing how that’s being successful for our partners is driving what we’re all doing – to drive automation and simplification through the processes that are just painful every day that we have to do better at, to support our clients. Robert Dutt: I’m guessing you guys are pretty far down this road already because you’re pretty much a pure-play Dell on the infrastructure side, as far as I understand. But when a company like Dell rolls out these incentives focused on expanding customer footprints – getting a Dell storage customer into Dell PCs or any of the other solution lines – just curious if that moves the needle for you in terms of the incentive, or is it already baked into what you’re doing? Earl Gosick: It’s baked into what we’re doing. In the end of the day, you are trying to build a rapport with a customer based on being a trusted expert. You’re not going to flip your technologies around based on what’s going to get somebody a little bit more money. You’ve got to do the right thing for the customer today and every time you deal with them. The advantage of dealing with Dell is they typically tie their incentives to the product that they are investing in today – that they see the future growing into. So they usually coincide. They understand the pain points of the year, and the incentives usually match the requirements of the day as well. So they’re really good at that. And then they usually have a lot of tools to support that initiative of IT transformation, whatever it is for that time and place in our industry. Robert Dutt: You mentioned earlier you’re on the CTO Connect program – pretty small room, an exclusive group. Tell me about what that relationship looks like on the inside of the room, and the value that an organization like ESTI gets from sitting in there. Earl Gosick: I guess I’ll put it this way. We deal with some technology providers – predominantly Dell. Dell puts us in a room, they tell us what they’re doing for the next year or two, and they ask us if they’re on the right track. That’s telling to me – they care and they listen. They talk about the technologies that we’re going to see upcoming, so it’s helpful for us to talk to our clients about where the industry is headed. But they do sometimes say, “We’re going to do this,” and the room says, “Oh, no, you can’t do that. Our customers love this,” or, “We like this for this reason.” And they say, “Oh, okay.” And we have a dialogue about those things. So I think that’s one of the most important things that comes out of CTO Connect – we hear about industry trends, but they also ask us our opinion on whether they’re on the right track, and then they listen to that opinion. I think that’s telling for any company you deal with – one that engages not only with their clients, but with their technology partners. It’s one of the things I really like about CTO Connect. Robert Dutt: You guys just turned 35 or so, as I understand, as an organization. That’s a long time to be running a consultancy in any market – and markets move, vendors come and go. What’s the philosophy behind building something that durable in a market that changes so fast, and especially in an area of the country that doesn’t necessarily get as much headline attention from vendors as a Toronto or a Vancouver or a Montreal? Earl Gosick: I think it comes back to what I stated earlier around building strong and capable expertise across the board – and that’s building relationships with the clients, building relationships with partners like Dell to solve the solutions of the day. Our clients respect that because they know they can come back to us again and again and we’ll do the right thing together. So that’s really the crux of it. Our business model is a little different in that we support a little bit more of an entrepreneurial aspect to our business. When young, capable people come on board and they build differentiating products, they get a seat at the table – and that’s critical for ESTI and the way we operate. But it’s really about looking at modern technology solutions and being agile to support those ever-changing technologies. It makes our industry exciting. You’re never doing the same thing every day. And as long as you can recognize the fact that you won’t be doing the same thing tomorrow and you just have to find a way to deal with it – that’s how we thrive in our company, and in working with Dell as well. Robert Dutt: All right, so let’s close with asking you to do a little bit of the impossible, given that pace of change. What’s one thing that you’re thinking about today, but maybe not totally all-in on at this point, that you think is going to be shaping the business for ESTI and your customers when we’re sitting here at DTW 2027? Earl Gosick: Well, that’s a really hard question. On the investment side, we do look at some of the technologies today – and as we talked about, AI is big for us. We need to build services that our clients don’t have. So we spend a lot of focus on where they have skills and where they don’t. We’re going to build a lot of expertise around cleaning data, building data pipelines and that kind of stuff, to focus on the needs our clients are asking us to help them solve. So that’s kind of an easy one because everybody sees that going forward. Beyond that – we’re making a strong effort in Saskatchewan and Alberta to build a sort of data center economy to support a lot of these data centers that need to be built. We already have access to power infrastructure to support those things. That’s going to drive a little bit of a change in our operating model just to support our local governments as they try and take advantage of the differentiators we have. That’ll drive some change for ESTI. And then as we expand across the rest of Canada, different geographies have different requirements as well. So lots of change, lots of new people coming on board all the time – interesting but dynamic. Robert Dutt: That will be an interesting thread to pull on. I remember going to an event – God, it must have been 15 years ago now – talking about how Canada really should be a data center powerhouse. When you consider we have power, clean power in relative abundance, we have cold, which turns out to be important – it sounds like maybe there’s an opportunity to realize some of that with what you guys are doing and what governments are starting to look at more seriously. Earl Gosick: They are. Also, right outside my hometown, they just announced a very large data center which is going to house some infrastructure from CoreWeave – and we’re going to see more of that, I think, because that process went very well. I sat in on a conference a couple of weeks ago where it was government and industry getting together to talk about why they were successful, what they bring to the table. Saskatchewan is unique because they have regulated power, energy, and land. They can guarantee, “We will give you power, we can guarantee you’ll get LNG.” Those types of things are very important for anybody trying to build a data center – it’s the critical piece. And with the government having control over all of those, they can guarantee them. That’s where I think Saskatchewan is going to have a real differentiator to support that technology, and the government is well aware of that fact now. They’re going to want to do more of these things. And then our neighbors in both Alberta and Manitoba are sort of on board as well. Certainly Alberta has done a few key data centers to support AI and those are going to continue to happen. We’re sometimes slow to move because it’s government. But once they realize the differentiators they have and what it can do for the market, I think there’ll be some traction there. Robert Dutt: Should be interesting times, and sitting where you’re sitting sounds like a big opportunity. Earl Gosick: Absolutely. I think it’s a big opportunity for all of us – supporting your community around you as well as building a thriving business. Robert Dutt: Earl, I appreciate you taking the time once again. I hope this has been a good DTW for you. Earl Gosick: It’s been a great discussion and a good DTW, so thanks a lot for having me. Robert Dutt: There you have it – Earl Gosick from ESTI Consulting Services. I’d like to thank Earl for his time last week in Las Vegas. Thirty-five years building deep technical expertise from Saskatoon, in a vendor relationship game that tends to reward proximity to the bigger centres – that’s not an accident, and it came through in the conversation. A few things I’ll take away from this one. First, the AI-is-a-storage-story framing. Every AI product ultimately requires data to be collected, governed, moved, and protected. That’s not news to Earl, but it’s a useful reframe for anyone still trying to connect their existing practice to the AI conversation. The hardware gets the headlines. The data work actually gets the contracts. Second, on cyber resilience – the ransomware insurance point Earl raised is worth sitting with. The moment a client files a claim, that infrastructure gets frozen while the insurance company figures out how the breach happened. Your ability to recover doesn’t just depend on whether the backup is intact – it depends on whether you built a clean, air-gapped golden image that nobody has touched. That’s the conversation. And if you’re not having it with your clients, maybe someone else is. And third, keep an eye on Saskatchewan. Regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale data center get successfully built in the province and wants more of them. Earl thinks that’s just the start of something, and I’m inclined to agree. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, and most of the usual podcast directories. And if you have a moment to leave a rating or a review, that really does help folks in the channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Today’s headline news for Canadian IT solution providers: ConnectWise Platform: ConnectWise yesterday unveiled what it calls the industry’s first purpose-built platform for Predictive IT, unifying PSA, RMM, cybersecurity, automation, workflow orchestration, and native agentic AI into a single execution layer for managed services. CEO Manny Rivelo described it as a fundamental shift from reactive IT management to an AI-native operating model. The company also released new operational benchmark modeling based on a representative MSP with approximately $3M in annual managed services revenue, showing the productivity and economic impact it says AI-driven automation can deliver. Cavelo Cora AI Security Analyst: Kitchener, Ontario-based Cavelo has introduced Cora, an AI Security Analyst integrated into its data security posture management platform and positioned specifically for MSPs and MSSPs. Cavelo says Cora analyzes security telemetry and translates it into a guided remediation action plan in seconds, tailored by role. The tool targets the operational gap between risk visibility and actual remediation – without requiring additional headcount. Radiant Logic and Zscaler Partnership: Radiant Logic and Zscaler have announced a technology partnership aimed at solving the Day 1 access problem in mergers and acquisitions. By integrating RadiantOne’s identity data fabric with the Zscaler Zero Trust Exchange, the companies say acquiring organizations can securely connect newly onboarded employees to applications from the moment a deal closes, regardless of disparate identity systems. ConnectSecure Patch 360: ConnectSecure is launching Patch 360, a patch management platform built for MSPs that introduces pilot-first validation, risk-based prioritization using CISA Known Exploited Vulnerabilities and EPSS scoring, controlled rollouts with approval workflows, and integrated rollback – replacing what the company describes as a “deploy-and-hope” model with a “test-and-trust” framework. NTT DATA and Google Cloud: NTT DATA is expanding its AI partnership with Google Cloud, launching a dedicated Gemini Enterprise practice to help enterprise clients move AI deployments from pilot to production at scale. Descope Agentic Identity Hub: Identity platform Descope is announcing enhancements to its Agentic Identity Hub today, extending its tools for managing authentication and access for autonomous AI agents. Checkmarx CISO Research: Checkmarx has released research surveying more than 2,000 developers and CISOs, finding that 95 percent of CISOs report facing internal pressure to suppress software compliance findings. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Tuesday, June 9, 2026, and here’s what’s happening in the channel today. ConnectWise yesterday unveiled what it is calling the industry’s first purpose-built platform for the era of Predictive IT. The ConnectWise Platform brings together PSA, RMM, cybersecurity, automation, workflow orchestration, and native agentic AI into what the company describes as a single intelligent execution layer for managed services. CEO Manny Rivelo positioned it as a fundamental shift away from the labor-intensive, disconnected systems that have defined MSP operations for decades, toward what ConnectWise calls an AI-native operating model. To support the launch, the company released new operational benchmark modeling showing the productivity and economic impact it says AI-driven automation can have on MSP operations. In their model, a representative managed services firm with approximately three million dollars in annual revenue could see measurable transformation across their first stages of the Predictive Intelligence journey. This is a significant platform bet from one of the largest players in the MSP tooling market, and the framing around “Predictive IT” is clearly a narrative ConnectWise intends to own. In the security space, Kitchener, Ontario-based Cavelo has introduced Cora, an AI Security Analyst integrated directly into its data security posture management platform. Positioned specifically for MSPs and MSSPs, Cora functions as an AI agent that analyzes security telemetry to identify, prioritize, and recommend remediation steps for cyber risks across client environments. Rather than adding more alerts to the dashboard, Cavelo says the tool translates security data into a guided action plan in seconds, tailored to the specific roles of frontline technicians and senior security leaders. The development targets a well-documented operational gap between risk visibility and remediation – allowing service providers to reduce manual investigation time and offer clients clear, actionable intelligence without increasing headcount. Radiant Logic and Zscaler have formed a strategic partnership designed to address the Day 1 access challenges commonly found in mergers and acquisitions. By integrating RadiantOne’s identity data fabric with the Zscaler Zero Trust Exchange, the companies are aiming to eliminate the complex network and identity merge projects that typically stall productivity following a deal close. The joint solution allows acquiring organizations to securely connect newly onboarded employees to necessary applications from day one, regardless of disparate Active Directory or HR systems. In a market where M&A activity among IT service providers shows no sign of slowing, this integration offers a repeatable framework for reducing the downtime and cyber risk associated with bringing acquired entities onto a managed environment – which is a practical and recurring service challenge for many MSPs in the field. In Brief – ConnectSecure launches Patch 360, a patch management platform for MSPs built on pilot-first testing, risk-based vulnerability prioritization, and integrated rollback controls. NTT DATA expands its AI partnership with Google Cloud, launching a dedicated Gemini Enterprise practice to help organizations move deployments from pilot to production scale. Descope is announcing enhancements today to its Agentic Identity Hub, aimed at helping organizations manage access for autonomous AI agents. Checkmarx research of more than 2,000 developers and CISOs finds 95 percent of CISOs report facing pressure to suppress software compliance findings. Full details and links in the show notes or the blog post. Later today on In The Channel, we have a conversation about the launch of the AWS Partner Innovation Hub in Toronto, with AWS Canada’s Martin Brazonet and CGI’s Dinesh Bhavsar on the challenge of moving AI from proof-of-concept to production. And if you haven’t heard it yet, check out our conversation with Earl Gosick from ESTI Consulting Services, recorded at Dell Technologies World, on why the AI story is really a storage story – that one is on the feed now. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

The shifts that the agentic revolution is driving are felt in many areas of technology and Dell Technologies spans some of those that are seeing the greatest upheaval. The 451 Research team was in attendance at the annual Dell Technologies World conference and Brian Partridge, William Fellows, Henry Baltazar and Greg Macatee joined host Eric Hanselman to talk about their perspectives on the conference, agentic advancement and the technology market. Dell has positioned itself as a purveyor of not only the compute infrastructure needed to build the foundation for AI, but also as the custodian of AI's most critical raw material – data. The rapid evolution of agentic applications has created a need for new capabilities that is being complicated by both technology infrastructure demands and geopolitical events. Supply chains are being challenged by increasing demand for storage at a time when silicon pipelines were already under tremendous pressure. All of this is happening as the costs of AI are starting to have a material impact on businesses. Tokenomics, the impact of the cost of producing AI tokens, has taken center stage. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded   For S&P Global subscribers: Dell Technologies' unified private cloud strategy: IT environments reimagined AI Infrastructure Market Monitor & Forecast Quantum Computing Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure Credits: Host/Author: Eric Hanselman Guest: Brian Partridge, William Fellows, Henry Baltazar, Gregg Macatee Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

Today’s headline news for Canadian IT solution providers: ASUS Canada Country Manager: ASUS Canada has announced the appointment of Vernon Coutinho as Country Manager for its System Business Group. Made ahead of the ASUS Business Summit 2026 in Toronto, the move underscores the company’s long-term growth ambitions in the commercial market as it accelerates its focus on AI-ready devices. 7AI PLAID ELITE Launch: Security vendor 7AI has launched PLAID ELITE, a fully managed, AI-native security operations solution. The platform uses agentic AI to autonomously complete the majority of investigations end-to-end, offering partners a way to scale security operations without increasing headcount. Guardz Appoints Channel Leader: SMB cybersecurity platform Guardz has appointed former Pax8 executive Danni Munro as its new Director of Channel Sales for the ANZ region. The hire reflects a broader global channel push by the vendor to help MSPs meet the accelerating demand for consolidated security services. ChannelNEXT Toronto: TechnoPlanet’s ChannelNEXT conference kicks off tomorrow in Toronto, gathering Canadian VARs and MSPs to tackle pressing channel challenges. The event will feature extensive discussions on the future of the channel ecosystem. ManageEngine Autonomous AI: ManageEngine is rolling out an autonomous AI push designed to streamline IT operations. The initiative aims to help MSPs handle increasingly complex environments with automated workflows. Tech Builders 2026: Global Startups will host the Tech Builders 2026 conference in Toronto on June 16, focusing on the new digital economy. The event will explore AI, venture capital, and Canada’s role as a global innovation hub. Tech Financing Adoption: Mitsubishi HC Capital Canada is urging the channel to embed financing into partnerships. Director of Technology Finance Jim Moschos believes this approach will help clients overcome the high upfront costs of complex technology implementations. CRTC Streaming Demands: The CRTC has officially ordered streaming giants like Netflix and Apple TV to boost their spending on Canadian content. The regulatory move is designed to support the domestic production industry. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, May 27th, and here’s what’s happening in the channel today. Yesterday, ASUS Canada announced the appointment of Vernon Coutinho as Country Manager for its System Business Group. The announcement, which came just ahead of the ASUS Business Summit in Toronto, reflects the company’s long-term growth ambitions in the Canadian commercial market. Coutinho, who brings nearly 30 years of industry experience, will oversee strategy and performance across consumer, gaming, and commercial segments. For Canadian MSPs, this signals a deepening of the ASUS partner ecosystem locally. The company is actively accelerating its focus on AI-ready commercial devices, bringing its consumer DNA into the workplace. According to ASUS, the goal is to elevate the business laptop experience by delivering devices that are secure, manageable, and enjoyable to use. Also on Tuesday, 7AI announced the availability of PLAID ELITE, a fully managed, AI-native security operations solution. The platform combines autonomous investigation by AI agents with expert oversight from 7AI security engineers, delivering a continuous, follow-the-sun security outcome. The company is positioning the tool as a way for organizations to protect their environments without needing to build or scale an internal operations team. What makes this relevant for the channel is the service model. Rather than relying entirely on human analyst shifts, PLAID ELITE’s coverage scales with investigation volume through agentic AI. 7AI noted that agents are now autonomously completing the majority of investigations end-to-end, allowing partners to drive security outcomes through technology rather than headcount. Cybersecurity platform Guardz has appointed former Pax8 executive Danni Munro as its new Director of Channel Sales for the Australia and New Zealand region. While this is an international appointment, Munro’s background in scaling Pax8’s operations underscores a broader channel push by Guardz. The company is actively deepening its partner relationships to meet accelerating demand from small and medium-sized businesses facing rising ransomware threats. This move highlights a continuing global trend where cybersecurity vendors are relying on seasoned channel veterans to help MSPs deliver consolidated security services to clients who lack the internal expertise to manage threats independently. In Brief – TechnoPlanet’s ChannelNEXT conference kicks off tomorrow in Toronto to address pressing partner challenges. ManageEngine says its new autonomous AI push will streamline IT operations for managed service providers. Global Startups is set to host the Tech Builders 2026 conference in Toronto on June 16. Mitsubishi HC Capital Canada is urging the channel to embed financing into partnerships to offset complex technology costs. The CRTC has ordered streaming platforms like Netflix and Apple TV to boost their spending on Canadian content. Full details and links in the show notes or the blog post. Later today on In The Channel, we will be airing our conversation with Coro CEO Joe Sykora to discuss security stacks and the 2026 threat landscape. And if you haven’t heard it yet, be sure to check out yesterday’s episode featuring Nigel Brown, CTO of Microserve, for a practitioner’s take on AI readiness and tokenomics from Dell Technologies World. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Nigel Brown, CTO of Microserve Not every voice at Dell Technologies World last week belonged to a vendor. For a partner perspective on the week’s biggest themes, In The Channel sat down with Nigel Brown, CTO of Microserve – a Burnaby, BC-based solution provider, Dell Titanium partner, and Dell’s Client Solutions Partner of the Year in Canada in consecutive years. Brown walked away from DTW with deskside agentic AI as his headline takeaway, particularly after hands-on time in a Dell lab showcasing NemoClaw – NVIDIA‘s enterprise-governance take on the OpenClaw open-source agent framework. “They’ve set it up closed by default – it can’t leave the box,” Brown says. “That’s a safety net that really opens the conversation.” That said, he’s clear-eyed about where most of his public sector and enterprise clients actually are. “Broad scope, it’s ahead. The hardware is going to follow it.” The tokenomics reality landed hard too. Brown shared a personal story about spending a hundred dollars testing Claude on a single flight – a relatable example he’s started using to frame the real cost implications of unmanaged AI usage, well before any on-premises or local inference conversation begins. On cyber resilience, Brown says he’s had to evolve his approach: “I got to be more of a jerk. I was being too nice.” His firm’s managed backup practice has seen firsthand the damage when clients – and even other MSPs – treat backup as a checkbox. When you show up after a ransomware event to find the backup server was on the same domain and hit just as hard, the conversation changes. And on Canadian data sovereignty, Brown goes beyond the standard data-residency talking points. FISA Section 702 and the CLOUD Act, he argues, represent far more serious legal exposure than most clients realize – even those who believe a Canadian cloud region is sufficient protection. The conversation also covers the AI PC refresh cycle colliding with supply chain pressure, the end-user adoption gap that’s undermining Copilot investments, and what Dell’s revised partner incentive structure signals about where the growth opportunities are. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. Last week, I was at Dell Technologies World in Las Vegas, Dell’s big annual customer and partner event. Over the course of the week, I had a number of conversations that I’ll be bringing here on In the Channel. Last week, we featured three Dell executives. This week, we’re bringing you some partners. Today, we start on that partner perspective, specifically from one of Canada’s top Dell partners. Nigel Brown is CTO of Microserve, a Burnaby, BC-based solution provider that has earned Titanium status with Dell and taken home Dell’s Client Solutions Partner of the Year in Canada in consecutive years. Microserve serves an enterprise and public sector-heavy client base, which means Nigel’s job is regularly about taking what gets announced on a stage in Las Vegas and translating it into something that makes sense for organizations that don’t necessarily move at conference speed. I caught up with Nigel on site at DTW last week. We covered a lot of ground – deskside agentic AI and what it’s actually going to take to make that real for customers, the very real cost of token economics, why he’s had to be, as he put it, more of a jerk about cyber resilience, and why the Canadian data sovereignty conversation is more urgent than most people realize. Let’s get right to it. My chat with Nigel Brown. Nigel, thanks for taking the time. Appreciate it. Nigel Brown: Happy to be here. Thanks for having me. Robert Dutt: So you guys are here, obviously, as a Titanium-level Dell partner, consecutive years as the Client Solutions Partner of the Year in Canada. What’s your overall read on this week? What made your ears stand up? What caught your attention? What are you taking back to both your team and to your customers when you go back to Burnaby? Nigel Brown: That’s a really good question. It’s also a big one. There’s been a lot of announcements, a lot of dialogue over the last couple of days. I’m trying to process that a little bit, assuming you were going to ask me that. I think the biggest takeaway I had – everybody’s heard of OpenClaw, everybody’s heard all the IT people are terrified of it, so it’s more, how do we get rid of it in our environments? Seeing this whole push around deskside agentic AI, especially given our market where we play a lot with clients – I actually had the opportunity, I did the lab today because I couldn’t resist seeing what it’s like. The governance and security wrapper on it totally makes sense and it’s opened my eyes. I think that’s probably the biggest. Beyond that, I would say the Dell hardware being able to run frontier models, seeing Gemini running local for sovereignty conversations – I think that’s a really good thing to see as well. Robert Dutt: Along those lines, obviously you touched on one of the big stories this week, which is deskside AI – the idea of physical infrastructure that’s at or near the customer’s desk, either in the data center or right there in the PC, that’s processing the models locally. It sounds like something that you’re interested in. I’m curious where it lands for your customers. Is it something that’s a conversation point, or is it ahead of where they are in the AI discussion at this point? Nigel Brown: I would say broad scope – I don’t want to lump all my customers into one bucket – but broad scope, it’s ahead. I don’t think you’re seeing a lot of organizations ready for it. We also deal heavily with public sector enterprise accounts, for example. We’re doing more and more in the commercial market where you’re going to see a little bit more playing and adoption within tech teams. But in ours, yeah, I’d say we’re definitely ahead right now. So it gives you a chance to get in there and pitch the idea as something new and plant those seeds. Once I get it past my IT and security folks, then that’s where it’s all going to start. If I can’t get it through mine in a good conversation, then I’m never going to be able to with our clients. Robert Dutt: But it sounds like there’s at least that – from your comments on OpenClaw, it sounds like there’s that door, that area of interest. Nigel Brown: Seeing it today under the NemoClaw and Viya umbrella – yeah, I think there’s definitely something there. They’ve set it up closed by default. It can’t leave the box. That’s what I saw in the lab today. So until you set up essentially like a firewall rule to allow it to do something, it’s a safety net that I think really opens the conversation and allows the idea of end users actually playing. Those are really early adopters anyway. And how could I integrate agentic AI into organizations? Robert Dutt: Man, how often does it come back down to governance with AI? Nigel Brown: Oh, absolutely. That’s pretty much the name of the game everywhere. And so we’re doing it well, and many are still scrambling. Robert Dutt: You touch on you guys having a lot of public sector, healthcare, education, all those kinds of verticals – not always the fastest to move on new tech. Along the lines of the previous questions, but sort of taken out a notch – how much of what the AI announcements we’ve heard this week translate directly to where your customers are at, versus how much needs to be, shall we say, adapted for the reality of your accounts? Nigel Brown: Well, you go to any of these events and it’s, “We’re behind if we’re not doing agentic AI everywhere.” Reality is, it’s just not true. I think it’s very forward-thinking – or very optimistic – to think we’re all moving that fast. It’s headed in that direction quicker and quicker. Executive tables are always the ones sitting there going, “We want it, we need it in our organizations, we’re going to get left behind.” So it’s very top of mind. But some organizations have very niche deployments – they’re figuring out the right solutions. Healthcare – I’ve seen it, they’ve done some phenomenal things in radiology and other areas. So it’s picking up. We’re dealing with one client right now that’s looking at online pharmacy and they’re looking at a huge Dell compute cluster to run AI on. So you see it, but it’s not commonplace. It’s not every organization. Certainly as you get into municipalities and things like that, it’s Copilot at best – that’s really where they’re trying to play – and their user base just isn’t adopting, not even close. Robert Dutt: So it sounds like there are at least a couple of steps that need to happen to get to the point of, A, using what’s already in place and, B, potentially looking at building out something internally – and the stuff that’s been talked about here a lot, the idea of running those AI workloads internally on the data center side. Nigel Brown: Yeah. I think it’s going to get there for sure. Right now the conversation has to be outcomes – not “I want AI.” And right now it’s so heavily, “Well, I know I need it, I don’t know what for yet.” I’ve seen it even in some peer groups – the dialogue is, “Well, we’re going to do AI, we’re going to build agents.” So, what for? And then there’s a long pause. Driving outcomes conversations is where it’s going to start, in my opinion. The hardware is going to follow it. And that really ties into, well, where are you going to run it? Do you understand token economics – or tokenomics, whatever the buzzword is right now – and that’s a really big deal. For me, getting that message out really loud and clear around the cost of tokens – I’ve done it, I’ve gotten burned. I spent a hundred bucks on a plane because I wanted to see Claude do something cool. And you’re going, wow, if I can do that in 10 minutes, think of what larger organizations will spend if they don’t find a smarter way to run it. Robert Dutt: That’s a good point – it’s not something you necessarily understand, but it’s something you can sure feel if you start to have adventures with the stuff. Nigel Brown: Well, exactly. And all it’s going to take – like I said, a lot of organizations started with Copilot under the Microsoft umbrella, because it was like an easy button. It was there for them, it was already set up. I am worried about some of those days changing, where that subscription turns into usage-based models. And we’ll see where that goes. You’re seeing it with Anthropic, you’re seeing it with Perplexity. I bounce off my limits all the time. Most of what I’m doing I can wait till tomorrow – but it’s easy to get out of control. Robert Dutt: And user computing is pretty core to what you guys do. There are a few things going on there – Windows 11 end-of-life support coming in October, the AI PC push coming from every direction at the same time. I’m curious if those two things are coming together in customer conversations as one refresh decision, or are they still separate tracks – the need to modernize for the Windows upgrade versus the need to modernize to get the most out of AI workloads? Nigel Brown: I think the end-of-support conversation and hardware refresh, honestly, is the biggest driver of the conversation that I’ve seen. And then that leads into, well, do I need an AI PC, and why, and what’s going to run on it? Everybody’s exploring and curious about it. There’s more skepticism about whether you need it now. Robert Dutt: How is that hitting along with the current fun situation with hardware constraints and prices spiking? And we’re hearing pretty directly from Jeff Clarke that, you know, telling customers, let us know what you want as early in the process as you can. I think the natural addendum to that is, make decisions knowing you might have this machine for a little bit longer than you previously expected. Nigel Brown: Totally right. So it’s very much my dialogue with our clients – it’s future-proofing. You better do it now. You don’t want to be stuck with a machine that can’t run an NPU for the next five years. So even if right now there’s skepticism about how much is going to run on it today, I think it is an important conversation to have and make sure that we’re ready for the moments where we’re really seeing workloads and inferencing running on device. You have to have that conversation now and pre-plan for it. But yeah, it’s been – especially in public sector – a hard conversation to have right now. Supply chain – we’re like a broken record. It still surprises me how many clients we talk to that haven’t seen this coming, that don’t know it’s real, or you get the ones going, “Well, I think it’s going to clear up in September, I’ll just wait till then.” Oh man. Brace for it. We’ve got to be ready. It just feels like a conversation on repeat these days – and it’s more than worth it, making sure we’re doing model selection with the future in mind. Robert Dutt: I find it’s a fun time to be a partner in that particular space. Nigel Brown: Well, you know, quote volume has quadrupled, because that same customer deal might take four different passes before they’ve made it through, especially in government. Pricing validity is a real challenge. It’s a moving target – no decision ever gets made fast. Robert Dutt: I want to talk a little about cyber resilience – another big topic here at the event. You guys run a managed backup practice, I understand, and you’re doing a lot of what vendors are asking MSPs to evolve towards. When you get into a customer environment today, what’s the most common gap between what they think their backup situation looks like and the reality of the situation? Nigel Brown: That’s an interesting question. It’s a real mixed bag. I always start with, “How confident are you in your ability to recover?” And most leaders – business leaders, outside of IT – there’s like a long pause. “Well, I don’t know.” Okay. Have you ever tested your recovery capability? No. Well, that’s where we’re going to start. And in other dialogues, they think they’ve got the backups running, but nobody’s been looking at them – they’re coming from doing it themselves, or maybe a mom-and-pop IT person taking care of it. They’re not watching, they’re not looking at tools, they’re not getting alert notifications on whether it’s keeping up and whether they’re protected. So that’s very foundational. Warning new clients – it’s just, let’s take them on that journey, do an assessment of the whole environment, make sure we’re protected. And a lot of conversations are, “Do you know that you’re not protected? Like, if you got ransomware tomorrow, there’s nothing I could do to help you, even though I’m your MSP.” That’s a scary reality. I’ve seen that have to go back to boards and make some tough decisions, find budget and solve it. They usually do – they react fast – but you’ve got to make the risk abundantly clear. Robert Dutt: That makes sense. In talking to Rob Emsley, who’s on the marketing team for the cyber resilience side at Dell, he was saying that 97% of cyber attacks now are specifically targeting backup infrastructure – because it turns out that’s where all the stuff is. Does that match what you’re seeing, and has that shift changed what you’re recommending to customers about what being protected really means for them? Nigel Brown: I wouldn’t say it’s really changed our messaging. I’d like to think we were maybe ahead of the curve in talking about storage and immutability – some of these key elements of, well, you just need it. That’s how we run our hosted service for clients that use it. And if we’re building out an architecture for another client, it’s just fundamental these days. You can’t even consider a solution that doesn’t include immutability protection, being able to spot bad things happening. But I’ve seen it – we’ve come into a disaster client where, “Hey, we got ransomware, can you help us recover?” And you go to the backup server to find out it was ransomwared too. “Do you have any tapes floating around?” It’s a tough chat to have. You see that less these days, but you definitely see the attempts – people trying to do it. And even other MSPs – I hate to say it – they’re not mature enough in how they’re protecting. They took the backup server, joined it to the domain – it’s just another device on the network. And sure enough, that’s exactly what gets hit because they didn’t plan it out. So it’s all planning and doing it right in the first place. Robert Dutt: It’s a checkbox as opposed to something that’s more firmly thought through. Given that, how do you approach it with customers? Do you come at it as, “This is something you should do, these are the reasons why, this is the potential downside” – or is it a thou-shalt kind of conversation? Nigel Brown: You know, a pile of years ago, after seeing an incident hit a new customer, I kind of resolved – I’ve got to be more of a jerk. I hate to say it. I got to be a lot tougher in my stance. I was being too nice. So yeah, in all things on this, my position is to generally take a pretty firm line. It’s all about risk, though. And to business leaders especially, that’s a term they understand. I’m not telling them, “Okay, you need this type of backup solution and it’s going to do these things.” It’s all about, how do we address the risk that you have right now? Leave it to us to figure out the details as we design the solution. Rarely do we get into the weeds of it unless it’s a larger client where we’re dealing with a large IT team that has opinions. But usually in those larger environments, there are groups that are already aligned – they know what they should be doing, maybe just haven’t done it themselves yet. The new architecture is absolutely going to include all those steps. So it’s an easier conversation to have. In some ways, it’s giving them permission if you’re coming in as a new supplier – it’s the stuff they’ve wanted to do, but haven’t really had the air cover to make the case. Robert Dutt: Yeah, you come in as that outside opinion to say, this is how it needs to be. Nigel Brown: And our job is often more of just a translator for those IT teams to their leadership – to help support the business case. Robert Dutt: I want to talk about the Modern Partner Platform and some of the partner program changes that have rolled out this week. One of the big things is obviously the revised incentive structure, with cyber resilience particularly called out as a premium rebate area. From your seat as a Titanium partner, what does the new structure tell you about where Dell sees the biggest growth opportunities for partners? Nigel Brown: Well, I think it does exactly that – it says where the growth opportunities are. And largely there was no surprise. In my opinion, when you look at it, it aligns to how we want to lead deals, it aligns with the conversations we’re already going to have. Now it’s just helping incentivize that dialogue. Nothing surprising there – I just see better alignment. Robert Dutt: Let’s play a little bit of “anything can happen here.” Vendors like Dell are starting to build agentic AI into their programs, their portals, their tools – all the stuff you guys work with every day. Where do you see the most genuine value for an organization like your own in vendors – agentifying, for want of a better word – their partner programs and tools? And the flip side: are there any potholes you’re watching out for as that rolls out? Nigel Brown: You know, the more the merrier – more tools you can bring in is great. We’re always excited to see what they come up with. But to me, the bottom line is back to outcomes. It’s about reducing friction in the sales process. What do we want our sellers to do? We want them out selling. Living in a partner portal trying to find what they need, deal registration, all of those things that can be painful – sometimes it’s just admin work taking you away from conversations with clients. Reduce friction – that’s the name of the game. Do I want to see more AI-generated marketing content? No. We can do that ourselves – one prompt, feed something in, done. To me, the more you can expose what matters to us and reduce friction, the better. It keeps us doing what we should be doing and not sitting there doing admin work. Robert Dutt: It sounds like based on that comment, what Dell and a lot of its peers are doing is already on track – because I’m sure they’re asking these exact same questions of partners around the world right now. Nigel Brown: Oh, they’ve got way smarter people than me working in these massive organizations. They know the outcomes we want to achieve. And I’m excited that we’re at a point in time where we can see some of this come to fruition. Ten years ago, this was never a reality. Robert Dutt: What’s the biggest misconception you think your customers have about what it means to be AI ready right now? Nigel Brown: I think it depends on who the conversation is centered around. If it’s C-suite leadership, it’s back to, “We want AI, I don’t know what for, I don’t know what it is, but I know I need it.” There are tough conversations to be had. AI readiness is really, is your data ready? We heard that on stage this morning. Most organizations we walk into – it turns out they’ve got no data governance. So, let’s define some of this, let’s build some process, look at the right tools. In the Microsoft lens, we do a lot around Microsoft 365 and modern workplace. Well, then it’s a Purview conversation. And they get confused – “Why are you talking about DLP and Purview? I thought we were talking about AI readiness.” That’s exactly what it’s all about. The other big one I think they’re not taking seriously enough is the end-user adoption side. I’ve seen organizations – you go into their portals and have a look with them – their adoption of Copilot, where they’ve spent a whole pile of money, is abysmal. So then the dialogue is, “What you actually need to do is get your users excited. Train them, show them the cool things.” I think we’ve been really successful doing that inside our own organization, and now that’s something we deliver to our clients as well – we need to get your teams ready and thinking differently. At a C-suite level, they’re usually surprised at the path it takes, or in some cases how long it might take to get there. “Your data is in such rough shape – you’re two years away. You need to build a foundation before you can really consume it.” Now, some of the announcements this morning – okay, that starts changing the equation. We could get there faster if we have the right infrastructure in place. Robert Dutt: For a variety of reasons, the Canadian data sovereignty question feels like it’s getting louder. And I have to imagine, especially in your public sector footprint, how are you helping customers think through AI infrastructure decisions when data residency and compliance are an increasing part of the equation? Nigel Brown: It’s a non-negotiable for most of our enterprise and public sector clients. It’s going to run on-prem. They cannot afford to run on cloud. Yes, they want the latest models, the frontier models, the cool bells and whistles as we all do. But really – I presented at a conference last year on exactly this topic, why it’s important to bring it back on-prem. Never mind the tokenomics conversation – now there’s just more ammunition. I chatted with one IT leader, a commercial client, not public sector, who was all proud of how he’d migrated everything to cloud. We were in a session where they talked through the tokenomics challenge and another reason why sovereignty matters. And you watch the look on his face go, “Wow, I’m going to have to start building a data center again. I thought I got out of that.” And he was sitting there with his CEO in the room for that conversation. Kind of a wake-up call. So my dialogue is, let’s talk through what does the Patriot Act mean? What does FISA Section 702 mean? It’s a little bit scary, and people are shocked – “I thought running in Google Cloud or AWS, running it in a Canadian location was good enough.” No. That provider has access to your data. Have you heard of the CLOUD Act? That’s nothing compared to FISA 702 – they don’t even need to ask. They can just go and get it. And that’s pretty scary. So yeah, a lot of our job now is just sharing and communicating the right things to our clients and making sure they’re aware. Robert Dutt: Aside from your efforts to bring that education – do you find that the level of general awareness is on the rise? Are we getting to more of a discussion about how to solve for this, rather than still defining the scope of the problem? Nigel Brown: I would love to say it’s more mature. The reality is no – it’s still early-stage conversations. You get anomalies. We were with some clients who are way ahead and have just deployed Azure Local on Dell infrastructure. They’re doing amazing things, moving fast. So now it’s more, “How can I partner with you to go share this message? Why you went there, why you built it this way, what are you doing about it?” But no, it’s going to be a continued push – much like the supply chain story here – these dialogues just repeat as you walk into client after client. Robert Dutt: Last one for me – along the same lines as the first question, but a slightly different lens. What’s one thing from this week that you think will genuinely change what Microserve brings to customers in the next 12 months? Nigel Brown: I come back to where we started – the whole side of agentic AI. That was not on my radar, not in a serious way. “Let’s play around with this, let’s lab it out, see where it’s getting explored.” When you see a name like Dell behind what we’re doing, that got me more excited than I would have thought. I want to pilot inside our org. And if we can start building something that works here, then absolutely – taking that to clients and saying, “Okay, look at the GB10s, look at the GB300s, let’s move up the ladder.” There’s a tangible path that gives them more value than trying to build massive solutions right out of the gate. There are quick wins there, and that’s what excites me – showing a customer how there could be a quick win if we did this right. And it ties into the last thread we were pulling on – “Okay, you’re telling me I shouldn’t have all this stuff running on public cloud, so where’s it going to run?” And you’re not talking megawatts and massive data centers here. All I want to do is automate tasks and do some of this lower-level stuff. I think that’s going to be an interesting entry point for a lot of clients – making it more accessible. Everybody’s used ChatGPT, Claude, whatever their tool of choice is, so they’re into prompting. Nobody’s really understanding Copilot or understanding agentic – it’s a big buzzword. That’s our job. We can show them a slice of the possible, mock up these use cases, and those are quick wins. Then it is something deployable at scale – you just move it from the little box to a bigger box. The more people take advantage of it and keep moving up the scale, you don’t need to go spend millions upfront to play around with something like that. It’s going to open more doors. Robert Dutt: No shortage of interesting opportunities. Good luck getting out there and chasing those, and thanks again for making the time this week. Nigel Brown: You bet. Thanks for having me.

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

In this episode of the GaryVee Audio Experience, I sit down with Sean Evans, the creator of Hot Ones, at Dell Technologies World to discuss the shifting landscape of media, technology, and attention. I encourage you to bring common sense back into the boardroom and stop relying on fake reports that don't measure actualized reach. We also discuss why the "seven or eight" out of ten consistency is more valuable than a viral hit and why AI is the greatest tool for human progress in sectors like healthcare.You'll learn about:The Power of "Practical Optimism"Why Consistency Beats Virality Every TimeHow to Build a Brand through Honest Value ExchangeHow to Protect Your Children from the Internet

It's been a busy week for the enterprise tech world in Las Vegas as Dell Technologies customers, partners, and channel partners poured into the Venetian Conference Center to hear about the company's latest strategies, products, and predictions for the future of IT.In this episode, Bobby speaks to Jane about what she's learnt during her week at the conference, what some of the big announcements were, and whether her pre-conference predictions were correct.

Anthony Tanoury, senior director of distribution at Dell Technologies Distribution doesn’t get a lot of editorial love. It’s easy to treat it as the background infrastructure of the channel – the warehousing, the credit lines, the logistics layer that keeps product moving. But as anyone who’s been paying attention knows, that picture is well out of date. At Dell Technologies World in Las Vegas this week, In the Channel sat down with Anthony Tanoury, Dell’s senior director of distribution, to talk about what distribution actually looks like in 2026 – and the conversation ranged from supply chain strategy to AI-assisted deal registration to the shifting economics of the partner ecosystem. The headline number: Dell moved approximately ten thousand partners to a distribution-led buying model last year. Partners who previously purchased direct from Dell now route exclusively through distribution. The more interesting data point is what happened next – those partners are growing faster than the ones who remained on a direct model. Tanoury attributes it to the enablement depth that distributors can offer at a scale that Dell simply can’t replicate directly. On the Modern Partner Platform rollout – one of the bigger announcements at DTW this week – the conversation came down to speed. Deal registration that today takes two to three days is being redesigned, with AI-assisted automation in the pipeline to bring that down to two to three hours. The plumbing involves integrating Dell’s systems tightly with distributor platforms, streamlining the multi-system, multi-email-thread process that currently slows everything down. And when asked for the single most underutilized resource available to partners through distribution, Tanoury didn’t hesitate: the AI accelerator programs that distributors have built to help partners get started in the AI practice space. With every partner asking “where do I begin,” the answer may already be sitting in the distributor’s enablement catalogue. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca and your host for the show. We’re continuing our coverage from Dell Technologies World in Las Vegas this week, and I wanted to close the series of Dell execs with a conversation that I think will resonate with pretty much anyone who moves Dell product – which, let’s be honest, is a lot of you. Distribution is one of the topics that often gets taken for granted. It’s the plumbing, it’s the logistics, it’s the credit line. Except that’s not really what distribution is anymore, and Anthony Tanoury has about as good a vantage point as anyone to explain why. He spent 30 years in the industry on both the vendor and distributor side of the table, and he’s now Dell’s senior director of distribution, which means he’s the person responsible for making the relationship between Dell and its distributor partners actually work at scale. This week at DTW, Dell announced some significant changes to how it’s thinking about its partner ecosystem, and distribution’s right at the center of that. We talked about the evolution of distribution from warehouse and financing shop to AI enablement engine, what it actually means for partners that Dell moved 10,000 of them to distribution-led buying last year, and what the promise of deal registration in hours rather than days actually requires to make real. Let’s get right into it. My chat with Anthony Tanoury. Anthony, thanks for taking the time. I appreciate it.Anthony Tanoury: Thanks for having me. Robert Dutt: To kick things off – the definition of distribution, and the definition from distributors themselves of what they do, has changed so dramatically over the last few years, as you’ve been party to on both sides of the fence, vendor and distributor, with your background. Sitting where you are now as senior director of distribution, how do you define the core value proposition for your distribution partners today compared to the way it may have looked a few years ago if you were in the seat, or in a previous seat managing distribution? Anthony Tanoury: Yeah, I think 30 years in distribution – dating myself here. The idea of a distributor was warehousing, finance, so on. Really, the way that that’s evolved – and still evolving, because not everyone fully understands distribution and the value of distribution – but it’s really become the engine for all of us OEMs to really dive deep into the mid-market, and as lead generation for all of us. So SMB, mid-market, and then really leveraging their enablement platforms for our partners. So as an example, this week here at Dell Technologies World, we’ve launched our full AI portfolio. And really at the end of the day, it’s a platform to build off of. And our distributors, through our partners, are really enabling those partners – especially in the mid-market. The enterprise partners have hired data scientists and so on. And those mid-market and SMB partners, they need our help. And we really rely on our distributors, who have AI accelerator programs and can really take a partner through the journey of how to look at AI, how to start, and then how to implement and really get started in this space. We’ve met with multiple partners at this show and we’ve had our partner advisory boards. And that’s the number one takeaway when we’re talking to our partners: “How do I get started?” And I think Jeff Clarke and Michael Dell talked about that on stage – it’s really, we’ve got the platform to build off of, and then really rely on our distributors to go enable all of our partners out there to have those conversations, and then to build the proof, the POCs for us with their customers and take it to the next step. Robert Dutt: Let’s talk about this moment in time and managing distribution right now. Whenever I think of running a hardware vendor, running distribution, or being on the purchasing side of the solution provider right now – boy, that’s an interesting challenge – with the supply chain issue, with the pricing issue, with all of that. I guess it boils down to, from your perspective: how are you leaning on distribution differently to help you guys and your partners ultimately, especially the smaller ones, handle this issue of availability, of supply chain, of capacity, as we’ve seen the component price challenges across the industry? Anthony Tanoury: Yeah, so that’s not unique to Dell. We’re all challenged with the supply chain challenges, and it’s really about having a consistent message to our partner community, to our customers, on how – or why – to partner with Dell in these times. And our distributors have really leaned in with us right now and are getting that message out to our partners that “Dell’s got a plan. Here’s the plan.” And this is how we want you to message that and relay that to your partner community. So as an example, I did a keynote speech at one of our large partner events recently, and my talk track was based on how to navigate those supply challenges with us. I spent a lot of time on that, and had multiple partners come up afterwards, catching me outside. And the comment was, “That’s what we need to hear. That’s our challenge today, and you’re tackling that head on.” So to get back to your question from a distribution perspective – they enabled me to take that message to them, and then they’re expanding on that to their 20,000 partners in their ecosystem. Robert Dutt: As you bring up an interesting thread there – I don’t have time obviously to go through the whole keynote, but the elevator pitch, boiled-down version of it – what’s the advice to partners on tackling it from where you sit and from where Dell sits? Anthony Tanoury: Yeah, really leaning in with us and going deeper with your customers. And so that’s where you’re going to work with Dell and get priority allocation – looking long-term versus short-term, “I just need this product in the next week to get through this phase.” Now, let’s look at a long-term solution together and let’s plan two years out. Let’s plan longer in some cases, and then we’ll take it from there. Robert Dutt: And that’s something we heard also from Jeff Clarke in Q&A – that idea of build out those long-term plans, put your hand up as early as you can. Because it sounds like if you’ve got your hand up early, you’ve obviously got the best chance of getting that list fulfilled. Anthony Tanoury: Yeah, whether it’s a customer or a partner – I mean, that’s a true partnership and we’ll lean in when customers want to lean in with Dell. Robert Dutt: I wanted to touch on the changes that are coming to the partner program, specifically as it involves your interactions with distribution. The Dell portal is getting redone and the Dell program is getting redone with the modern partner platform rolling out this year. You guys are baking agentic AI into your partner platform. Meanwhile, your distributors are doing the same thing with their partner platforms. I’m curious – obviously very early in the game – but how are you and your distribution partners thinking long-term about how those various platforms interact with each other, in terms of delineating who covers what base, when it comes to serving the partner and what you may be able to do down the road as a result of having those platforms? Anthony Tanoury: Yeah, so the key is cutting down on SLAs. How do we take getting pricing out to a partner, out to a customer, from two to three days down to a matter of hours, right? And we’ve worked closely with all of our distributors over the last year or two, because our partners rely on our distributors’ platforms. And how does that integrate with ours? But the key is speed. How do we do things faster? And that is, as you stated, embedding AI into that. And so again, can’t get too far ahead, because we’re still going down this path and things sometimes get pushed out. But we’ve been working on this for a long time with them. We’ve had a lot of meetings with them here. We’ve gone deep into their platforms. They’re all rolling out new platforms as well. So making sure we’re doing it all at the same time, and together, has been key. Robert Dutt: One area I did want to double-click on there. One of the big promises of the new platform is deal-reg approval in minutes, AI-generated demand signals, those kinds of things. As Dell is accelerating its own systems, how does distribution plug into that? How does the distributor help manage and act on those AI-driven demand signals and facilitate a faster quote-to-deal-reg? Anthony Tanoury: Without getting too deep into deal-reg, there are a lot of nuances there. But yes, today where you’ve got multiple partners of record and you’ve got multiple partner IDs – simplifying that down to one or two partner IDs versus 20 today that we have – and then with deal registration, having partner of record is key in that mix, and we do have that today. But the distributors are really where it starts. So a partner comes to the distributor, says, “Hey, I need pricing on this and I want deal registration.” Today it might take the full SLA – the two to three days we just talked about – to get deal registration approved, with multiple systems flowing back and forth. In the future – and when I say future, we’re close, we’ll get there – is having that one stream go, starting from the distributor, through AI, plays into that, where it’ll do the work of looking in and making sure: here’s the partner of record. Is there a partner on record? Does the end user qualify? And without multiple people, multiple email streams going back and forth, it locks it in. And so now you’ve got an answer back in two to three hours versus two to three days. Robert Dutt: A lot of MSPs prefer to consume technology as a service, because it’s kind of in what they do – the name’s kind of on the tin – and bundle that with vendors like Microsoft or security or what have you. How are you working with distributors to make APEX and infrastructure solutions seamlessly consumable within distribution, and particularly on their marketplace? Anthony Tanoury: Yeah, so that’s a good question. So there’s APEX, right? We have Dell APEX, and our competitors have their own, but we have Dell APEX. But our distributors also have their own versions of APEX, or as-a-service models. And at the end of the day, we leverage theirs just as well as we do our own. And it depends on the customer, depends on the contract situation, but there are multiple vehicles to get an as-a-service deal done today that didn’t exist a year ago, didn’t exist two years ago, right? And then there’s – moving to another topic, and really the same topic – device as a service, right? And that was something we’ve been talking about for a few years now and hasn’t really taken off, but that’s all part of this now. Because the device at the edge is co-mingled now – especially in the new AI world – with your server infrastructure. So it could all become part of a recurring revenue stream for MSPs. Robert Dutt: And I think it makes potentially hardware more compelling to the MSP. When you’ve gotten that tie-in – I know it’s early days and it’s a way off from being fully operationalized – but what you’re talking about, and what Jeff Clarke was talking about today about basically acting as the arbiter, sort of an open orchestration layer, saying “all right, this particular bit is best handled in the infrastructure and the data center, this particular bit is best handled right here on the machine sitting by the desk side.” Anthony Tanoury: Absolutely. Robert Dutt: We’ve heard a lot this week about the focused accounts incentive, rewarding partners for selling across lines of business. And it’s kind of a cliche almost, in that vendors such as yourselves who have multiple lines of business are always looking for great ways to get partners to sell across those businesses. And certainly incentives are a classic way of doing that. How are you using distribution to train, enable, and facilitate partners making that leap across the portfolio – especially as this seems to be something that Denise Millard and the team are putting a lot of the wood behind? Anthony Tanoury: Yeah, so you mentioned the partner program – and that’s really what we leverage with the push coming from distribution. You typically focus where you can earn the most dollars. And so we’re putting the dollars on driving all lines of business for us. So today you may have a lot of infrastructure-focused partners – like MSPs, they don’t want to sell the client the edge device. But again, with AI driving from both ends now, it’s become an imperative that they don’t ignore the edge devices anymore. So really leveraging distribution both ways. We’ve got CSG partners that don’t sell storage and infrastructure, and then we’ve got partners that are trying to move in that direction. And then we’ve got other partners saying, “Hey, I’ve got to get on board too,” that are in the infrastructure space and have got to move in the other direction. And that’s where we leverage distribution – they have multiple enablement engines, all of our distributors, to enable those partners to do that. So for us – and again, to the partner program – we’ve announced some changes here at this event, with our partner advisory board meeting coming up. Partner programs, you want to keep them simple, predictable for partners, with tweaks along the way. And AI is one of those tweaks where we’ve got to pull the levers in different directions to get partners and distributors moving in that motion. So yeah, it’s an exciting time to be at Dell with this opportunity in front of us. Robert Dutt: That’s a big tweak – or more accurately, a big series, whole family, whole universe of tweaks to be made. But you don’t want to pull a whole program apart. You’ve got partners that have invested and distributors that have invested in that program. So you’ve got to make sure you do those incremental tweaks when you need them, but not blow up the whole program. Anthony Tanoury: Absolutely. Robert Dutt: You mentioned off the top the classic framing of distribution as the warehouse and the bank kind of structure. Let’s touch on the bank side of things a little bit there. In light of everything that’s going on today, in light of the infrastructure refresh opportunity that’s out there, the constraints in the marketplace – financial engineering is probably more critical than ever. Dell Financial Services is doing a lot of heavy lifting, but how do you view the role of the distributor when it comes to PO financing, terms, bridging the financing gap for complex projects, and helping partners manage this whole multiple-balls-in-the-air situation? Anthony Tanoury: You can’t look at a partner just through the lens of what they do with Dell. The business they have with Dell – partners procure from many places. We love them to only sell Dell for us, but they have other options, other solutions, other areas of the business that we’re not focused on. They procure through distribution. Distributors have huge businesses with a lot of these partners. They have financial terms through the distributors that maybe we can’t offer them through Dell – and leveraging our partner programs to deliver extended terms in this environment. With the supply shortages and lead times getting pushed out, really leveraging distribution with terms that we can’t give them today. There are multiple levels, and they have much higher credit lines with the distributors than maybe we have with them. And then going back to the as-a-service model – really leveraging distributors who have all those options in place for them today, that maybe they don’t have with us. Robert Dutt: When you’re looking at distribution, what’s the one metric you look at first to judge whether a distributor is meeting the bar – is delivering net new value to Dell? Anthony Tanoury: New partner recruitment, right? Multiple lines of business – not just focused in one area of our business, but selling across all lines of business. Then we rely on distribution. We just moved 10,000 partners last year over to distribution-led. Where those partners could procure direct from Dell in the past, now they can’t, and they buy strictly through distribution. Those are our authorized partner community – and potentially in the future, expanding that to other levels of our business and offloading them to distribution. Dell is a more channel- and distribution-friendly company than we get credit for. I think that doesn’t always get seen, and we’re moving that way. Robert Dutt: How did that process go, and any learnings from moving those 10,000 partners that may inform what you do in moving the next group, if there is a next group to be moved? Anthony Tanoury: Exactly, a lot. A lot of that is in data transfer and making sure that the distributors have the right data to target those partners and give those partners the service they need. The distributors all had to ramp up their infrastructure to support those partners – credit line facilities with those partners – because they didn’t do business with those partners before. Onboarding some of those partners as net new to distribution, who had never bought from distribution before. And then again, really letting those partners know the value of distribution. Since we’ve moved those partners over, those partners that have embraced distribution are growing faster than the partners that haven’t. It’s sometimes a lot easier to get that additional support, that additional attention from a disti, than it is to try to navigate that directly. In some cases, they can support them better than we can, and it’s proven out in the last year. Robert Dutt: What’s the single most underutilized resource that you guys have through distribution, in terms of what partners are using? Anthony Tanoury: I would say the AI accelerator programs I spoke about earlier. That’s key. Going back to the enablement piece – I just don’t think a lot of partners understand the value. They come to these events, they make the statements, “Hey, we need help here. We need to leverage distribution for that help.” Especially when you come to a Dell Technologies World, or you go to one of our competitors’ or peers’ events. Our distributors have that enablement piece for you to get started, that you need to leverage, because it’s not just a point-solution type of conversation, it’s broad. Really leveraging them to help. Robert Dutt: Along the same lines, but a little bit different – obviously we’ve touched on the idea of cross-selling, and the idea that, surprise surprise, Dell would like partners to sell more of the portfolio, better together, all that kind of stuff. For an MSP or VAR whose primary look at Dell to date has been selling end devices – laptops, desktops, et cetera – sourced through distribution, what do you see as the most likely next logical step to expand that relationship? To get thinking across lines? What are some of the common threads for the best ways to approach that? Anthony Tanoury: Yeah, that’s a tough question. Common ways to approach how to sell across lines of business – take it back to the customer level. Your customer is buying these products, and they may be buying them from somebody else or they may be buying them online, depending on the size of the organization, so on. Again, the service model – going back to it, it’s another service revenue stream that they can leverage. But I think when you look at the distributors, they have a lot of talk tracks with the partners on how to do that, and frankly do it better than we do. So that’s why we really leverage them. When we say, “Hey, we want to sell more of our client and peripheral devices,” we start with distribution. We start with the partner community, and it’s paid off. I think it’s just – really, don’t leave revenue on the table. We’ve been saying it for years and I think it’s starting to resonate, and leveraging distribution to push that message forward. And I think partners are starting to catch on. Robert Dutt: All right, great insights. Anthony, I thank you for taking the time. I’m sure it’s been a busy week for you here. Thanks for joining us. Anthony Tanoury: Thanks for having me. I appreciate it. Robert Dutt: There you have it, Anthony Tanoury from Dell Technologies. I’d like to thank Anthony for carving out some time in what I’m sure was a very busy week on the show floor here at DTW. Few things from the conversation that I thought were worth pulling out. First, the 10,000 partners that Dell moved to distribution-led buying last year – that’s not a small number, and the fact that those partners are outgrowing the ones who haven’t yet made that transition should be a data point for anyone still on the fence about how they structure their Dell relationship. Second, when Anthony named net new partner recruitment as his primary metric for judging distributor performance – not revenue, not attach rate, net new – that tells you something about where Dell thinks its distribution channel still has room to grow. And third, if you haven’t looked at the AI accelerator programs your distributor is running, that came up twice as the single most underutilized resource available to partners right now. Probably worth a phone call. I’d like to thank you as always for listening to the show. Please follow or subscribe wherever you get your podcasts – Apple Podcasts, Spotify, YouTube, most directories. Ratings and reviews are always appreciated as well. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Today’s headline news for Canadian IT solution providers: Zscaler launches Project AI-Guardian: Zscaler announced a new initiative on Tuesday called Project AI-Guardian, partnering with global systems integrators Cognizant, EY, HCL, Infosys, TCS, and Wipro to help enterprises secure AI deployments. The program leverages Zscaler’s AI Protect portfolio – covering AI asset discovery, access controls for AI services, and real-time guardrails for AI infrastructure – to address what the company describes as the security blind spots created by autonomous AI agents acting with delegated permissions. According to CEO Jay Chaudhry, the initiative is designed to “ensure that AI adoption does not come at the cost of security.” Jamf names Beth Tschida CEO: Jamf named Beth Tschida as chief executive officer, effective immediately, on May 20. Tschida moves from interim CEO and former CTO to the permanent role, becoming the first woman to lead the company in its more than 20-year history. The appointment comes roughly four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January 2026; Tschida’s tenure as CTO saw Jamf’s security ARR grow 40 percent year over year to represent more than 30 percent of total revenue. Aura + TD SYNNEX: Aura Business has partnered with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. Aura debuted the offering at MSP Summit 2026, with Omdia research finding that demand for BYOD security among MSP clients is surging. SOCRadar AI agents: SOCRadar launched an AI Agent Marketplace and Identity Intelligence platform designed to help security teams automate detection and response against identity-driven attacks, positioning the agents as additions to existing security stacks. Akamai acquires LayerX: Akamai Technologies announced a definitive agreement to acquire browser security vendor LayerX, extending its workforce security strategy with browser-level visibility and governance over AI usage. Cisco Canada marketing: Jennifer Rideout has rejoined Cisco as head of Canada marketing, noting on LinkedInthat she is about a week into the new role. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Thursday, May 21, 2026, and here’s what’s happening in the channel today. On Tuesday, Zscaler announced Project AI-Guardian – a formalized initiative that brings together six major global systems integrators under a common framework for securing enterprise AI deployments. The partners are Cognizant, EY, HCL, Infosys, TCS, and Wipro, and together they’ll leverage Zscaler’s AI Protect portfolio to deliver what the company describes as a full 360-degree view of an organization’s AI footprint. The program is designed to address what Zscaler calls the “agentic world” problem – the reality that AI models don’t just respond to queries anymore. They act autonomously, connect to data and apps, trigger downstream actions with delegated permissions, and in doing so, create blind spots that traditional security tools simply aren’t built to see. According to Zscaler’s CEO Jay Chaudhry, “AI adoption does not come at the cost of security” – and the GSI partnerships are meant to scale that posture across the largest enterprises in the world. The GSI framing is enterprise-scale, but the underlying framework – discover your AI assets, control who accesses AI services, secure what AI builds and runs – is a blueprint that maps directly onto the conversations solution providers at every level are already having with their clients. As more organizations ask harder questions about what’s actually running on their networks, the partners who have this conversation early will have an edge. Jamf named Beth Tschida as its permanent chief executive officer yesterday, effective immediately. Tschida has served as interim CEO since March, and before that was the company’s chief technology officer. She becomes the first woman to lead Jamf in its more than 20-year history. The announcement lands about four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January, taking the company private. Strosahl, who shepherded that transition, has stepped away. Brian Decker of Francisco Partners cited Tschida’s “technical depth, operational discipline, and strategic vision” in a statement. The headline number from her CTO tenure: Jamf’s security ARR grew 40 percent year over year under her watch and now accounts for more than 30 percent of total company revenue. Her stated priorities going forward include autonomous device management, opening the platform for third-party AI tools, and building out an AI governance layer – all of which signal where the product is heading. The Francisco Partners angle is worth a second look. The PE firm also owns SonicWall, BeyondTrust, and Boomi – a portfolio of security and integration assets that, taken together, creates interesting possibilities for cross-platform plays. Channel partners who move Apple devices, or who sell into environments where Apple is a growing presence, should keep an eye on where this leadership takes the product roadmap. In Brief – Aura Business partners with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. SOCRadar launches an AI Agent Marketplace and Identity Intelligence platform targeting identity-driven cyberattacks. Akamai announces a definitive agreement to acquire LayerX, a browser-based AI usage control and workforce security vendor. Jennifer Rideout has rejoined Cisco as head of Canada marketing. Full details and links in the show notes or the blog post. Later today on In The Channel, Anthony Tanoury from Dell Technologies joins me to talk about how distribution has become the primary on-ramp for mid-market AI, and what that means as Dell’s Modern Partner Platform takes shape. It’s the last of three conversations I had at Dell Technologies World this week and a good one to end on. And if you haven’t caught Wednesday’s episode yet, Rob Emsley from Dell makes the case that the backup is the target – and why data protection needs to be reframed as a full cyber resilience practice. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Rob Emsley, director of cyber resilience marketing at Dell Technologies For most of the history of managed services, backup has been foundational but frankly unremarkable. You back up the data. Customers sleep better. Everyone moves on. That model needs to evolve. In this episode of In The Channel, recorded at Dell Technologies World in Las Vegas, Rob Emsley, director of cyber resilience marketing at Dell Technologies, makes a compelling case for why MSPs need to reframe their entire backup practice around cyber resilience – and why the opportunity to do so has never been bigger or more urgent. The stat that sets the table: 97% of cyber attacks now involve targeting the backup infrastructure directly. Attackers know that if they can compromise the backup, the game is essentially over. An MSP whose backup practice is not built around isolated, immutable copies is not selling a last line of defense – it’s selling false assurance. Central to the conversation is the idea of the “minimum viable company”: a framework Emsley encourages MSPs to bring to their customers, ideally at the board level. The question is deceptively simple – if everything goes down, what are the absolute minimum systems and data sets required to bring the business back online? Building a resilience strategy around that answer changes how you architect backup, and how you price and position it. Emsley walks through Dell’s PowerProtect portfolio, including the Data Domain platform and its multi-tenant capabilities for MSP environments, the Workspace Protection endpoint play, and the new premium rebate incentives for cyber resilience solutions in Dell’s Modern Partner Platform. His most practical advice for the mid-market? Have an incident response plan – and print it out. Because when ransomware strikes, the runbook sitting on the encrypted server is not going to help anyone. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re still coming to you from Dell Technologies World in Las Vegas this week, where AI Factory and agentic AI have understandably grabbed most of the headlines. But while I was on the show floor, I also wanted to bring you a conversation that I think is going to resonate long after the conference fades. The question of how MSPs should be thinking about cyber resilience – not just backup or data recovery, but the full picture of what it actually takes to bring a customer’s business back to life after a ransomware attack – sits at or near the top of virtually every board-level buying agenda right now. And with AI increasingly in the hands of the bad guys as much as the good guys, the calculus around protecting data is changing fast. I sat down with Rob Emsley, director of cyber resilience marketing at Dell Technologies, for a conversation about the difference between disaster recovery and cyber recovery, the concept of the minimum viable company, and why MSPs who are still selling backup the old-fashioned way may be leaving both value and their customers seriously exposed. Let’s get right into it. My chat with Rob Emsley. Robert Dutt: Rob, thanks for taking the time. I appreciate it. Rob Emsley: Yeah, great to meet you, Robert. Robert Dutt: Director of cyber resilience marketing. You’re sitting in a pretty fascinating place right now, I have to think. Let’s start by sort of setting the table a little bit for an MSP and solution provider audience. How do you define cyber resilience at Dell today and how is that different from what it looked like even a couple of years back? Rob Emsley: Yeah, I mean, for many years, what the portfolio that I market was really the data protection portfolio. And like many vendors in the industry, one of the things that’s dramatically changed over probably the last decade, I would say, is the increase in cyber attacks and really the concern over things like ransomware, over things like insider threats, basically anything where bad actors are going after your data. And over the last probably 10 years, you’ve seen a lot more interest in cyber recovery as opposed to disaster recovery. Disaster recovery has been around forever. Bad things happen to good people. Do I have a set of infrastructure that I can restart from, whether it’s a natural disaster or human error, et cetera, et cetera. And the interesting thing with cyber recovery is the frustrating reality is that your hardware is probably still in good shape. You’re not under five feet of water or your infrastructure hasn’t been destroyed by a tornado. So everything looks as if it’s recoverable, but you know it isn’t because it’s been impacted, it’s been infected, and your good data is now bad data. So many MSPs that work with vendors in this market have seen an evolution of those vendors changing their messaging to certainly become more security companies. And some of that, you could argue, is based on vendor evaluations, especially private companies that are looking to go public or be acquired, et cetera, et cetera. So Dell Technologies was probably one of the last to really make a hard pivot from the products that we sell, predominantly delivering backup and recovery, but really to position those products and market those products as cyber resilience offerings. And cyber resilience really drives us to have new conversations with different parts of the customer’s team. Certainly it’s the old adage that when you’re selling data protection, you take the elevator to the basement to talk to the infrastructure team. When you’re selling cyber resilience, you take the elevator to the top floor to talk to the board, and it really has become a board-level discussion. So I think for managed service providers, the topic of cyber resilience is a much broader conversation that they can have with prospective customers. I think that customers know that there’s only two things that they’re afraid of losing. One is their employees, and two is their data. Losing either of them is really a bad day. So I think that when you look at buying intentions from many analyst firms that do those types of research projects – Omdia, for instance, is one – cyber resilience tops the top three, if not the top two or even top one, buying intentions for the coming years. And it has done for many, many years. So I think that’s why cyber resilience is an opportunity for managed service providers to expand the conversations and the people that they’re talking to, because it’s a horizontally required discipline. One of the things that customers, unfortunately over the years, have overspent on – maybe not overspent, but maybe not got the balance correct – is they’ve spent a lot of their budgets on cybersecurity products, trying to make their environments more secure. Basically build a wall. Firewalls fall into that category of technology, ransomware detection, those types of things. The area where we’ve tried to get a better balance in IT budgets is on recovery and resilience, based on the premise that there’s no such thing as absolute security. So you need to be prepared to have a good copy of your data to bring back to life, to bring your company back to life. Robert Dutt: Obviously, a lot of talk about AI because it’s the 2020s and we’re at a tech conference. Everyone’s going that way, which is good news in some regards and bad news in other regards in the security sphere, because it turns out the bad guys have access to it. Rob Emsley: Yeah. And that’s true for, as you imagine, a lot of technology. If you think about just life in general, there’s a lot of things that are available in the market that can be used for good and can also be used for bad. It all depends on what hands those technologies are in. And certainly, if you look at the use of AI to manufacture more sophisticated cyber attacks, certainly if you think about the use of AI to provide more sophisticated phishing emails, that’s certainly one thing I think we’ve seen. And certainly the concern around using AI to more quickly identify vulnerabilities – that’s been something that’s been top of mind in the news over the last few weeks, a couple of months. But again, I think both of those just reinforce the importance of having a surety that you have a good known copy of your data that you can take to the bank to bring the company back online. And I think from an MSP perspective, offering an infrastructure that gives their customers that assurance is really beneficial to customers. The old adage of customers want to sleep well at night – and if an MSP can help them do that, then a good night’s sleep is worth a fortune sometimes. Certainly my wife would say so. Robert Dutt: I think after 365, backup has been a fundamental underpinning of managed services for such a long time. I’m curious what you think is most common for MSPs to miss in terms of evolving and doing more than just the old-fashioned backup technology and getting more out of that. Rob Emsley: Yeah, I think if you look at a lot of the backup technologies that are available, certainly backup has always been that last line of defense. And unfortunately, being that last line of defense, the bad actors realize that if you compromise the backup infrastructure, you can pretty much do whatever you want. All bets are off. The customer doesn’t have a last line of defense. So if you think about some of the research that’s in the industry, 97% of cyber attacks involve attacking the backup infrastructure. And that doesn’t matter whether or not it’s managed by the customer or managed by an MSP. So I do think that MSPs need to become much more conversant in explaining what they are doing and how they have implemented a backup infrastructure that really is that last line of defense. And that’s something which you start getting into the concept of offering isolated copies of backups – maybe not for every single data type, but certainly we believe wholeheartedly in the concept of the minimum viable company, which really is a discussion to have with the board about when everything is gone, what needs to come back in order for you to be viable. Because I think that’s the killer – some people have a laissez-faire attitude to, well, everything’s important. But if everything’s important, then nothing’s important. So I do think that the MSPs that are in the backup industry need to realize that the backup value has changed. It used to be very much around being there for operational recovery. Having backups is just good hygiene, but having backups that aren’t secure is a no-no in today’s market. So that becomes a very important shift for MSPs that are in the backup market. Because I do agree with you – backup, God bless it, has been a great value creator for MSPs. Many customers realize that they need to back up their data. Subscribing to a service to do that is certainly an easy way to use your resources for more productive work to drive revenue. But at the end of the day, if you’re not secure, it’s difficult to innovate with confidence. Robert Dutt: All right. How does the portfolio that you guys are offering today help partners position their customers to be able to bounce back based on what really happens when they get attacked, breached, when their backup is part of that? Rob Emsley: Yeah. So within the Dell Technologies portfolio, this occurred probably about seven years ago. When I came back to Dell in 2018, we were simplifying the infrastructure portfolio of the company – storage predominantly, servers, and at the time data protection and cyber resilience. So many of our customers and our partners realized we have a portfolio of Power-branded products: PowerEdge, PowerStore, PowerMax, PowerSwitch. And probably in 2019, we introduced PowerProtect. So PowerProtect is the umbrella portfolio for everything we do in that backup and recovery, data protection, and cyber resilience space. Within there, we sell software to create copies of data and store them on hardware. And the hardware that we sell is something that we’ve been very lucky to have ownership of for literally 20 years. It’s an acquisition that was made by Dell Technologies, actually prior to the acquisition of EMC – it was an EMC acquisition, a company called Data Domain. And Data Domain has been really foundational for delivering cyber resilience. It falls into the category of what IDC calls the purpose-built backup appliance market. So unlike general purpose storage that many backup vendors use, this is a storage tier that was specifically developed for the purpose of storing backups. So it was developed with three attributes in mind. One was performance – how fast can I back up, how fast can I recover? It was built on efficiency – backup is a very repetitive process, so how can I store multiple backups in less physical capacity? So data reduction, deduplication. And then scalability – how can I start small and scale? But then overarching to that is how can you make it rock solid and secure? So the security features of our PowerProtect Data Domain appliances are something that’s very advantageous. And many of our managed service providers have stood that up in their data centers and offered that as the foundation for cyber resilience. The nice thing is that Data Domain, as well as supporting Dell Technologies software – so PowerProtect Data Manager, and other software assets that we’ve had for even longer, products like Networker and Avamar – it also has a very healthy ecosystem. There’s a protocol called Data Domain Boost that we use to allow third parties to integrate with Data Domain directly. Because the reality is that an MSP, when they go and talk to a customer, that customer has more than likely already made choices around the backup software that they’re using. And it’s more than likely not just one. And sometimes when they go to the MSP, they’ll say, well, can you basically choose a backup software application? But even the nice thing is, from an MSP perspective, Data Domain is multi-tenant. So you can slice up Data Domain into an ability to serve many MSP customers using different software if the customer so chooses. So if you look at our expo floor this year, we’ve got companies like Commvault exhibiting, companies like Veeam exhibiting. That’s the way that our portfolio is set up to provide that backup infrastructure for MSPs to leverage. Robert Dutt: Obviously, one of the big occurrences here from a partner point of view is the Modern Partner Platform that’s rolling out. And in part of all of those changes, you got the specific call out for cyber resilience solutions as one of the differentiated product areas for premium rebates. That’s a pretty big carrot. What does it say about the signal to the channel about where you see the biggest growth opportunities across Dell? Rob Emsley: Yeah, we have historically done the majority of our business through the channel, but we also recognize that the channel has a lot of choices. Many of our competitors, in fact most of our competitors in that cyber resilience backup solution space, are all pure-play individual companies, most of which have very little direct sales capabilities. So very channel-focused and therefore have blanketed the channel to sell their wares, sell their products. We wholeheartedly believe that the Dell Technologies portfolio, either standalone from a cyber resilience solutions perspective, but also taken in context of the other key elements – you think about things like private cloud and AI – gives a channel partner the concept of delivering secure infrastructure and the opportunity to take advantage of that broader portfolio. And as we talked about earlier, you can’t deny that cyber resilience is top of mind. It’s as high on the board’s agenda as, hey, how are we going to take advantage of artificial intelligence? Some could argue that cyber resilience is either on par or if not, for many customers, more of a concern, because it’s that ever-present danger of – is the infrastructure that I have now, even before I’ve implemented AI, secure enough to allow us to sleep at night? We certainly see the pivot from data protection to cyber resilience fitting well with the other vendors that our MSPs talk to. We certainly have a portfolio that addresses small customer needs to large customer needs, can absolutely be leveraged by our MSP partners to build a practice behind. And also, with cyber resilience solutions, there’s that upfront services component built in – identifying what is the minimum viable company that needs to be the most secure, the most isolated, to give those customers the peace of mind and actually show the MSPs as valued trusted partners. Robert Dutt: So much of the focus is obviously on enterprise data, on the data center, on the infrastructure side. But you also have the Workspace Protection offering going on. How important is securing the endpoint in the overall resilience strategy, and what’s the play there for partners from a resilience point of view? Rob Emsley: Yeah, certainly if you think about the entry point into most networks, the endpoints are clearly the most numerous, just by the volume of endpoints compared to the volume of elements in the data center. So certainly when we look at cyber resilience, we look holistically – not only at the data center infrastructure, but absolutely the endpoints that we sell. We continually look at the elements of security across the portfolio. And there’s a lot of foundational technology across the Dell product line, whether it be in the client space or in the server or storage space. The concept of trusted boot, secure BIOS, really carries forward through the PC line all the way into our server line and then the leverage of those servers into our storage portfolio. And then from an MSP standpoint, when you engage with Dell from a purchase perspective, you gain the advantage of the secure supply chain that Dell uses to its advantage. Our supply chain forever has been an incredible value, not only to ourselves, but also to anybody that buys from us, including our partners. But the fact that the way that we leverage that supply chain securely gives a lot of peace of mind. Because many of our partners, when they’re working with security companies, those security companies are not manufacturing their devices. Certainly they’re not manufacturing endpoints. Most of the time, they’re not manufacturing data center servers and data center storage solutions. They’re buying from somebody else. So the concept of a secure supply chain becomes harder to rationalize when you have multiple suppliers providing your solution. So at the end of the day, one of the advantages when it comes to Dell is that if you choose to work holistically with Dell, you get this foundational benefit across the portfolio of a lot of commonality when it comes to security and resilience. That’s one take-it-to-the-bank benefit that an MSP can achieve when they work with Dell Technologies across the entire portfolio. We’re fortunate enough to be in a position to have that entire portfolio, and long may that continue. And certainly that’s one of the advantages – when we look at security and resilience, we can look at it from the endpoint all the way to the data center and beyond. And I think that’s something that is a big benefit for MSPs to lean into the whole portfolio, as well as the advantages of aggregation of benefits and different tier levels by having a single-vendor, multi-portfolio opportunity, as opposed to slicing and dicing their vendor engagements across half a dozen different vendors. Robert Dutt: What do you see as the most common gap, especially in the mid-market, in terms of incident response plans today? Rob Emsley: I think it’s one, having one that is documented and printed out. That may seem very basic, but… Robert Dutt: Until your systems are locked down by ransomware. Rob Emsley: Exactly. So the very basic advice of have a plan and print it out may sound very old-fashioned and simplistic, but in the mid-market, that is probably something that people should consider. Certainly, practice does make perfect is not a trite saying. Practice, practice, practice in the mid-market becomes important. You don’t want to be developing a plan or using a plan for the first time when the house is on fire. You want to know where the exits are, where the fire extinguisher is, and you want to know how to use it. You want to make sure that when you use it, they work. Something which we can probably all think about in our own home lives, to be honest. So I think that’s probably something which, no matter what size company you are, it comes back to – you don’t want to lose your employees, you don’t want to lose your data. And when it comes to cyber resilience, you’re never too small or too big to take a fresh look at what you do and what your plan is. Robert Dutt: Once again, I appreciate you taking the time. Great chat. Rob Emsley: Great. Thanks, Robert. Robert Dutt: There you have it, Rob Emsley from Dell. I’d like to thank Rob for carving out some time during what has been a very busy week on the show floor at DTW. A couple of things from the conversation that I think are worth mentioning. First, that 97% figure – 97% of cyber attacks now involve targeting the backup infrastructure directly. If you’re an MSP and your backup practice is still built on the assumption that the backup is the safe harbor, that’s a foundational problem. The attackers know exactly where the life raft is. And second, the idea of the minimum viable company sounds simple, even obvious, but it’s actually a board-level conversation that most MSPs probably aren’t having and probably should be. What are the absolute minimum systems, data sets, and processes that a business needs to restart their operations? Answering that question and then building a resilience stack around that answer is the real difference between selling backup and selling business continuity. And his parting advice – have a plan and print it out – almost laughably basic until you consider how many organizations discover their incident response runbook is sitting on the encrypted server when they need it the most. I’d like to thank you as always for listening to the show. Please follow or subscribe wherever you get your podcasts – Apple Podcasts, Spotify, YouTube, most directories. Ratings and reviews are always appreciated and always help. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Today’s headline news for Canadian IT solution providers: Dell PowerStore Elite and the reimagined data center: Yesterday at Dell Technologies World, Dell Technologiesintroduced Dell PowerStore Elite, a new enterprise storage platform delivering up to 3x performance over the prior generation and an industry-best 6:1 data reduction guarantee. The platform packs 5.8 petabytes into a single 3U chassis using standards-based E3 NVMe flash, and introduces Dell Cyber Detect, which identifies ransomware with 99.99% accuracy and pinpoints the last known clean copy for recovery. PowerStore Elite ships in July 2026; Cyber Detect for PowerStore follows in Q3. The broader Day 2 announcement also included 11 new PowerEdge servers, expanded Dell Private Cloud support for Broadcom, Microsoft, and Nutanix stacks, Dell PowerProtect One for simplified cyber resilience, and two new automation products: the Dell Automation Platform and Dell Automation Studio. Jeff Clarke’s tokenomics keynote: In Tuesday’s Day 2 keynote at DTW, Dell COO Jeff Clarke presented a set of ten fundamental shifts from the past year whose through-line is what he called tokenomics. The math: model prices fell 80% per token; token consumption is up 10x; GenAI software spend tripled. Net effect – AI is getting more expensive for most organizations, not less. Clarke illustrated the stakes with a concrete example: one developer running a single agentic use case on the public cloud can burn approximately $3,400 per day in token costs; the same workload runs at zero incremental cost on on-premises infrastructure. Clarke confirmed Dell moved its own operations to on-prem after internal token costs became untenable, and described work underway on what he called “token routing” – an orchestration layer that would automatically direct tasks to either a deskside AI workstation or data center hardware based on workload. He closed with three imperatives: know your token consumption, find your super users, and lead the operating model change or be disrupted by it. Intezer launches Amplify Partner Program: Intezer has officially launched its Intezer Amplify Partner Program, naming channel veteran Mark Daggett as vice president of global channels and alliances. The program formalizes Intezer’s channel investment as demand for AI-driven security operations grows and the talent gap in security operations continues to widen. According to Intezer, the program is designed to help MSSPs and solution providers step in where internal security teams lack the capacity to operationalize AI-powered alert triage and threat investigation, translating the company’s platform capabilities into managed and co-managed service offerings. Check Point agentic network security orchestration: Check Point announced an agentic network security orchestration platform on Monday designed to replace decades of rule-based complexity, reducing network policy management from months of manual effort to minutes of verified, automated action. The announcement is part of a broader Check Point push into agentic security capabilities across its Infinity platform. Zendesk unveils Autonomous Service Workforce: At its annual Relate conference, Zendesk announced the Autonomous Service Workforce, a product vision built around specialized AI agents priced per resolution rather than per seat. Key launches include a no-code Agent Builder, omnichannel coverage with shared context, and a real-time Quality Score applied to every interaction – human or AI. Riverbed extends Aternity AIOps: Riverbed has released new Aternity digital experience (DEX) capabilities positioning AIOps as proactive disruption prevention rather than reactive monitoring, giving IT teams predictive intelligence before end-user experience degrades. WinMagic brings zero trust to legacy OT: WinMagic has introduced Continuous Identity Assurance, a hardware-bound approach to endpoint identity that extends zero trust controls to air-gapped systems and legacy operational technology environments traditionally outside the reach of modern identity platforms. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, May 20, 2026, and here’s what’s happening in the channel today. Continuing coverage from Dell Technologies World in Las Vegas, where yesterday’s Day 2 product announcements shifted the spotlight from the partner program to the infrastructure portfolio. The headline item was Dell PowerStore Elite, which Dell is positioning as a new class of enterprise storage platform built for what it calls an AI-era data center. According to the company, PowerStore Elite delivers up to three times the performance of the previous generation through software-driven improvements, and backs it all with what Dell describes as an industry-best 6:1 data reduction guarantee – up from 5:1 – a number it says carries real weight in today’s supply-constrained flash market. The platform packs up to 5.8 petabytes of effective capacity into a single 3U chassis using industry-standard E3 NVMe flash rather than proprietary drives, giving partners and their customers more flexibility on cost and sourcing. The cyber resilience angle is where it gets interesting for MSPs. Dell is introducing Dell Cyber Detect for PowerStore, which inspects data at the byte level and is positioned as being able to identify ransomware with 99.99% accuracy – surfacing the last known clean copy so organizations can recover fast. That capability will be available in Q3 2026. PowerStore Elite itself is set for global availability in July. The broader data center announcement also included 11 new PowerEdge servers spanning both air-cooled and liquid-cooled environments, expanded Dell Private Cloud support for Broadcom, Microsoft, and Nutanix software stacks, and two new automation products: the Dell Automation Platform, which pairs AI agents with a conversational interface for infrastructure deployment and management, and Dell Automation Studio for building custom, full-stack orchestration workflows. Nearly 20,000 customers already run PowerStore globally, and Dell is emphasizing that existing deployments can cluster with PowerStore Elite without disruption – a meaningful selling point for partners managing live customer environments. The second big story out of Las Vegas yesterday is one that deserves some unpacking. During his keynote, Dell’s chief operating officer Jeff Clarke laid out what he called ten fundamental changes in the past twelve months – and the thread running through the whole list is a single concept: tokenomics. The numbers Clarke presented tell a story that’s easy to miss if you only hear the headline. Model prices have fallen roughly 80% per token in the last year – sounds like great news. Except token consumption is simultaneously up ten times. And GenAI software spend has tripled in twelve months. The net effect is that AI is actually getting more expensive for most organizations, not less. Clarke made it concrete with a single example: one developer, one agentic use case, building a software tool. On the public cloud, that use case can run up roughly $3,400 a day in token costs. Running the equivalent workload on on-premises infrastructure with local models? Zero incremental dollars. Clarke went further and confirmed that Dell itself made the shift to on-premises AI after its own token costs became untenable – which is a different kind of endorsement than anything you hear from a keynote stage. He also flagged something worth watching: Dell is working on what he called token routing, an orchestration layer that would automatically determine whether a given task is better handled by a deskside AI workstation or by data center infrastructure. He was clear it’s still in development, but it signals where Dell sees the intersection of its PC and server businesses heading. Clarke closed his keynote with three actionable imperatives: know your token consumption, find your super users, and lead the operating model change or be disrupted by it. That first one is the real challenge for most organizations – and the one an MSP or trusted advisor can walk into and own. Away from Las Vegas now, and Intezer has officially launched its Intezer Amplify Partner Program, naming industry veteran Mark Daggett as vice president of global channels and alliances to lead the effort. The program formalizes the company’s channel investment at a moment when demand for AI-driven security operations is accelerating. Intezer’s pitch to the channel is essentially a gap-filling argument: internal security teams are drowning in alert volume while the talent required to triage and investigate those alerts remains in short supply. The Amplify program is designed to equip partners to step into that gap, delivering Intezer’s automated alert triage and threat investigation capabilities as a managed or co-managed offering. The appointment of a dedicated channel VP is the clearest signal yet that Intezer is treating the channel as a primary route to market, not a secondary one. Partners building out managed security or MSSP practices looking to differentiate around AI-augmented SOC capabilities have another option worth a closer look. In Brief –  Check Point launches an agentic network security orchestration platform it says collapses months of manual policy work into minutes of verified action.  Zendesk unveils its Autonomous Service Workforce at the Relate conference, introducing per-resolution AI agent pricing and a no-code Agent Builder.  Riverbed announces new Aternity digital experience capabilities designed to shift AIOps from reactive visibility to proactive disruption prevention.  WinMagic introduces Continuous Identity Assurance, anchoring identity verification in hardware to extend zero trust protocols to air-gapped and legacy OT environments.  Full details and links in the show notes or the blog post. Later today on In The Channel, still from the show floor at Dell Technologies World, I sit down with Rob Emsley, director of cyber resilience marketing at Dell Technologies, on why 97% of cyber attacks now specifically target the backup infrastructure – and what it actually means to build a resilience strategy around the concept of the minimum viable company. And if you haven’t heard yesterday’s episode yet, check out my conversation with Alan Ashby, Dell’s senior director of Americas data center presales and specialty sales, on the practical infrastructure realities of the AI boom – from a deskside AI workstation for an SMB to consolidating 13 legacy servers into one. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Alan Ashby, senior director of Americas data center presales and specialty sales at Dell. Today’s episode of In The Channel comes to you from the floor of Dell Technologies World 2026, where the expansion of the Dell AI Factory has been dominating the headlines. But what does that mean for partners who aren’t selling multi-million dollar deployments to the Fortune 500? To find out, we sat down with Alan Ashby, senior director of Americas data center presales and specialty sales at Dell. Ashby breaks down the practical realities of the AI infrastructure boom, explaining how partners can start small by deploying “AI supercomputers” like the Dell Pro Max GB10 directly to SMB desktops to unlock local, highly secure agentic AI workflows. We also dive into the economics of on-prem AI versus the public cloud, how partners can help customers escape “prototype purgatory” by narrowing their focus, and the massive opportunity remaining in traditional data center modernization—including the staggering claim that Dell’s new 18G platforms can consolidate 13 legacy servers into one. We also touch on how Dell is leveraging its Customer Solution Centers to help partners de-risk these complex deployments before the customer signs the PO. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. We’re coming to you today from the floor of Dell Technologies World in Las Vegas where the expansion of the Dell AI Factory and new agentic AI capabilities have completely dominated the Day 1 headlines. But as we know, the keynote hype doesn’t always translate immediately to the loading dock. To understand how partners are supposed to actually size, architect, and sell these new AI infrastructure solutions, I sat down with Alan Ashby. He’s the senior director of Americas Data Center pre-sales and specialty sales at Dell. We dig into the economics of on-prem AI versus the public cloud, how partners can get mid-market customers started with an AI supercomputer right at their desk, and why the traditional data center refresh is still a massive and highly lucrative play for the channel. Let’s get right into it. My chat with Alan Ashby. Alan, thanks for taking the time. Appreciate it. Alan Ashby: Absolutely. Thanks for having us. Robert Dutt: Americas Data Center pre-sales and specialty sales. That’s a broad title. A lot of ground to cover there. To set the stage for MSPs, solution providers, folks listening to this, what can you tell me about what your team actually does kind of day-to-day when it comes to working with partners around infrastructure and AI solutions? Alan Ashby: Yeah, absolutely. So we’ve got a handful of folks that, you know, we’re aligned and dedicated to the partner ecosystem focused across the Americas. We have a couple of primary roles. So from a pre-sales perspective, helping support our partners from a technical enablement, understanding our product portfolio, understanding how to position the products correctly, both amongst the portfolio itself, but also kind of competitively in the marketplace. We also run what we call a technical account plan with our partners. So, you know, supporting them on their certifications, their enablement motions, etc. And then we also run what we have a program we call Heroes for our partners. So Heroes is our foundational enablement motion for partners. We run in the Americas somewhere between 15 and 30 regional face-to-face sessions every single quarter. Those we’d love to see partners participate in, try to do them all over the country. And those are deep dive sessions, you know, going through products and roadmaps and futures and how to position products, etc. And, you know, those have been an enablement motion for the last several years and been incredibly successful. Robert Dutt: All right. We’re hearing a lot this week, obviously, about the expansion of Dell AI Factory and the idea of bringing AI on-premise to the edge, closer to the enterprise itself. And from an infrastructure perspective, you’ve got PowerRack, the pitch there being you go to live customer workloads from kind of the box to deployed in six hours and change. For a partner who’s trying to sell into the mid-market or the enterprise, you know, how does that kind of speed of value fundamentally change the conversation that they’re having with their customer, whether that’s the CEO, CIO, or the business leader? Alan Ashby: Yeah, I don’t think there’s been a more exciting time for our partners with what the market’s putting out there for us. You know, when we look at, you know, you mentioned the mid-market space, I actually think there’s a massive opportunity for partners to go support those customers, especially with some of the agentic workflow processes that we announced today with some of the platforms. You know, it may not be those 100 million, 200 million dollar opportunities, but almost every single small business and medium business, you know, you start with maybe a product like the Dell Pro Max GB10, and you start there and you start building out that agentic workflows, you know, building out automated dashboards with AI assistance built into it. You know, a lot of great things that a partner could go deliver that everybody can see value in. Sometimes in that mid-market space and small business space, it’s easier to get started on some of these agentic flows because they don’t have data that’s kind of messy. They don’t have legacy debt from a data center infrastructure perspective. And then from a larger enterprise or commercial customer, you know, we have seen a number of very good successes across our partner ecosystem with delivering services and value to our customer sets collectively, you know, to help customers really try to find value through their AI journeys. Understanding and identifying key use cases or workloads that they think they can get value out of it, understanding the infrastructure, the architecture that’s designing it right. You know, early days, you know, we had a lot of times where, you know, customers and partners struggle with just, you know, how do we deploy this thing because power and cooling needs are maybe bigger than what I was expecting and, you know, managing through that challenge. So partners have a phenomenal opportunity, I think, to help provide that value to our customers collectively together. You know, every one of our partners, they bring a unique skill set and differentiators on their own to the marketplace and help support those customers to that kind of their own journeys together. Robert Dutt: What is that infrastructure pitch down to that, especially that mid-market or even SMB customer? In the past, there was interest in doing it, I think often they would end up, if they were going to do it, doing it on public cloud, because the alternative was a big old infrastructure solution that doesn’t really fit them, unless maybe a partner can bring it on and kind of do a multi-tenant kind of situation there. But where are we at in terms of having right-fit infrastructure to make that work? Alan Ashby: Yeah, I think, you know, even the stuff that we announced today on stage, you know, products we announced at GTC, I think really helped kind of build out that situation and story for a small customer to be able to scale. You think about going back to the Dell Pro Max GB10, you know, you can take that device and you can, you know, run a small business basically off that depending on the concurrent users and be able to move up from that to some of our Pro workstations all the way up to the GB300. You know, we can run a model as big as a trillion parameters, it’s kind of crazy what you can do on a desktop, you know, and that doesn’t require any unique power requirements, I can plug that into a normal outlet. And then I could scale into, you know, actual infrastructure depending on the size of what the need is. And that’s where I think there’s a lot of opportunity for partners to think through, you know, how do they help customers scale through that. And so we talked a lot today at the show around, you know, the economics of everything. And in the long term, it’s going to be very challenging economically to run things in a public cloud. Yeah, on-prem is going to be a massive opportunity. And the fact that Michael today even talked about things about running foundation models and open source models on-prem, you know, your data is fully secure, you manage it all yourself. You know, it’s a lot easier to think about how I actually, you know, pull and extract value out of those different solutions. Robert Dutt: Well, and that’s the pitch right for the desk-side agentic AI solution is the idea, I think that the number was 87% reduction in token cost and in terms of comparing the cost of acquiring, deploying, running the solution on-prem. I think the break-even was three months or something like that against running the same kind of solution in public cloud. Alan Ashby: Yeah, I think that’s where customers are challenged today is, you know, you can have a lot of different, you know, foundational models and, you know, some of the agentic tools that are out there today that are subscription-based, cloud-based. And you can run through usage real fast without getting a lot of value out of it. When you start thinking about deploying stuff on-prem, you know, you know exactly what your output per day could be, and you can scale accordingly. Robert Dutt: How does that change how a partner approaches both selling and thinking about running, maintaining that infrastructure as opposed to something that’s all outsourced to the cloud and has those significant question marks of cost attached? Alan Ashby: I think there’s a lot of stuff we’re still figuring out, to be honest. You know, I think a lot of partners are trying to understand that and every customer is going to be a little bit in a different spot in their journey. And I think, you know, that’s where some of our partner ecosystems have tremendous value to help meet them where they are and help them take that first or second step forward to try to be able to deliver overall value to the company. Robert Dutt: Do you see that kind of time to value, that reduction in overall costs being something that can get unstuck some of those classic cases of AI workloads that are getting put into prototype, into test phase, but never quite see the light of day, partially perhaps because of that economic headwind that you discover when you start trying to scale these things? Alan Ashby: I think there’s that. I also think sometimes some customers probably try to maybe bite off more than they can chew at one time. And I think when we start thinking about these AI use cases, sometimes we’ll talk with some customers and partners helping them through them. They have, you know, two, three dozen things they want to try to accomplish out of one solution or one opportunity. It’s how do we narrow that down a little bit to where we actually extract value out of that particular use case that you’re trying to drive value with. And we’ve seen some really great success with some of our partners being able to help, you know, negotiate and navigate partner customers through that journey. You know, I think it takes a skill set that’s unique, and we’re starting to see more and more of our partners, you know, invest in and put attention to building out dedicated AI practice teams, helping them understand the skill set. The market’s moving incredibly fast, unlike ever before. And so, you know, it takes somebody who has a real passionate interest and a lot of curiosity to understand how these things all work together and all the pieces fit together and how do you take advantage of everything as you go forward. Robert Dutt: How do you see the co-delivery model evolving over time as you say, things are moving fast. When it comes to deploying AI factories, I think we heard earlier that, you know, the model is sort of Dell handling deployment and management of the overall environment while partners are being asked to focus on the application, the vertical, those kinds of things. How do you see the role of the channel, I guess, especially professional services and advisory-type partners evolving? Alan Ashby: Yeah, I think that to your point, I think it’s evolving. And I think that, you know, there’s a lot of opportunities here from an educational services perspective, consulting services perspective, services for our partners, you know, very few customers, especially when you think about, you know, a traditional commercial customer, mid-market customer, know exactly what to do and what to do next. You know, they might have started a pilot out in the public cloud. And then they’re trying to figure out where to go from here. And like, there’s a lot of service opportunity for our partners there. When it comes from, you know, other deployment services, I think there’s opportunities there for our partners, you know, depending on the solutions. When you look at post-delivery of the product into the customer, I think that there’s even more opportunity for partners of how, once things are deployed and installed, what’s next? And how do you help customers really extract value out of the infrastructure they spent a lot of money on, and have pretty high expectations of the ROI and the benefits they get out of it? I think there’s a massive opportunity for partners to help those customers through that journey. I think there’s a big opportunity for partners to take a product like our GB10, GP300 products and say, how do I go show you how to build an agentic workflow on those systems that can deliver value for your customers? You know, those are all going to be partner-delivered opportunities. Robert Dutt: All right. It sounds like even though it’s relatively early in the process, we are at the point where some of those next steps are becoming clear then. Alan Ashby: Yeah, I would say so. I mean, the question is, how fast do things change? You know, and it’s one of those things like I look at the agentic opportunities, probably one of the biggest things that can bring value for our partners. We’re really looking for a partner ecosystem that has the skill sets to deliver those for customers. Robert Dutt: Speaking of things changing, moving from traditional virtualization workloads to AI is a pretty big shift in how you think about structure, infrastructure, especially around storage, IO, networking, GPUs, needless to say. How’s the pre-sales team helping partners to figure out what the right size is for these solutions, both for current state and future state, so that you’re not either over-provisioning or under-provisioning customers? Alan Ashby: That’s a great question, actually. I mean, we’ve done a lot of things internally at Dell to get better ourselves and have the right talent and resources to support the partner ecosystem. You know, we have teams that can help support partners, both from a sizing, scoping of the opportunity, all the way down to configuring and deploying that solution if the partner needs that help. We’re also trying to help up-level our partners to be able to do it on their own. It’s kind of self-service and building the tools to help them through that motion. A couple of years ago, we started launching AI workshops, the different skill sets to help up-level and help that motion for a lot of our partners. The partners that have participated in those have seen a lot more success than those that didn’t. We do those multiple times a quarter and encourage partners to participate through those motions. We have an AI workshop multiple times a quarter in North America, and we go through every step of the phase from how do you have a conversation with a customer all the way through, how do you narrow down use cases, to all the way to how do you actually develop, design, and build the systems for what you need. Robert Dutt: Along those same lines, but a little bit more customer-facing and kind of looking at the economics of it, AI projects carry a lot of financial and technical risk for CIOs. What resources are there, whether it’s proof of concept, technical validation, or specialty engineering teams that partners can tap in to kind of prove the math and de-risk a solution such as AI Factory for customers? Alan Ashby: Yeah, there’s a couple of them actually, and I encourage all partners to kind of look at the options. We have at Dell, we have what we call our Customer Solution Centers, and those Customer Solution Centers have the ability to be able to work with a pre-sales specialist, a pre-sales expert on various different solutions. We have data centers where partners can take advantage of and leverage to be able to do proof of concept for customers, proof of value with those folks, and that can vary from any size of the architecture, from small all the way up to very large, and help support them through that. Also encourage partners to reach out to their Dell teams and how do you take advantage of those CSC resources. It’s a very simple process, but work through Dell teams. Same thing would be to go spend time with us in our labs. We have a great lab up in the Hopkinton area where AI factories are manufactured and built, and love to take partners through that facility to be able to see what’s possible there. We have an AI lab down in Austin to help them through that as well. So there’s a lot of opportunities. I would say the other one is we have a lot of partners also building out their own capabilities, their own labs, and we’ve helped support them through that as well. I think that they’re providing some amazing value to their customers, being able to do their own POCs and demonstrations and whatever it might be to help support that customer throughout the process. Robert Dutt: AI obviously gets the big headlines because it’s the 2020s as it is. But customers still have traditional enterprise apps and aging infrastructure that is going to need a refresh. I guess, how does your team handle guiding partners around going after the new shiny thing, the big opportunity that’s out there versus the kind of day-to-day operational challenge of standard data center modernization and refresh? Alan Ashby: Yeah, it’s hard when they have two of these really big shiny objects out there that have a lot of potential value for customers, both with AI but also just traditional data center modernization. We’ve seen a really great success over the last year of helping customers, I would say, clean up the data center, think through what they’ve got today in there and how to modernize it and right-size everything. When you look at some of the things that we’ll announce here at the show, it’s pretty exciting, honestly. There’s some great announcements we had in the Day 1 keynote, Day 2 keynote will be just as exciting, more from an infrastructure perspective of things. I’m really excited what we’re doing just with traditional servers and we’ve seen a lot of great success by our partner ecosystem over the last several quarters with them going in and helping customers look at consolidation of those environments. Our 18G server platforms, which we’ll announce, can consolidate 13 legacy servers into one. That’s kind of crazy math when you think about that. It’s easy now to think about how do I help customers free up space and modernize things that makes it so AI is possible in their own data centers; consolidating racks in the servers is kind of a crazy concept. Then you think of how we’re looking at modernizing just traditional architecture with HCI architecture and the disaggregated architecture providing real value for customers with right-sizing, both compute capacity and storage capacity to be able to extract as much value as possible across the ecosystem of the portfolio. Robert Dutt: Along those lines, any other, I guess hidden opportunities for partners, things that maybe don’t get the big attention of the desk-side AI or PowerRack or some of those things, but still represent—sort of along the lines of the data center example you just gave—opportunities that are worth pursuing, that are worth looking at, but maybe not quite the highest profile? Alan Ashby: I mean, 100%. It’s easy to get excited with what we’re doing in AI. The market’s obviously kind of dictating a lot of that, but there’s a lot of opportunity, a lot of money to be made for our partners to be able to focus on classical data center architecture. We’ve got some great solutions. Our Dell Private Cloud is one that’s extremely exciting for partners, the opportunity to be able to help those customers through that process and think through that. I also am extremely excited with what we’re doing around the security front with our data protection portfolio, our PowerProtect product lines. Security is one that I think in the age of AI, we need to think through security differently. There’s some additional opportunities for partners to think about how do they provide those services, those extra value pieces to help make sure all of these customers are ready for what could be an AI security threat. Robert Dutt: I assume there’s a better together story to be told there between the hardware, the infrastructure, and the cyber protection. Alan Ashby: 100%. That’s one of the biggest values that we have at Dell. There’s inherent value between the products themselves being able to support each other differently, but also they have the large Dell value prop with the Dell supply chain, our security chain, how we build products. Everything provides value across the entire portfolio. Robert Dutt: What’s the single biggest misconception you see customers have around the idea of deploying on-prem AI in particular? Alan Ashby: That’s interesting. The big one I would say is where do I get started and how big do I need to get started? I think that we saw early days, a lot of customers thought initially you had to just get in line for supply on large GPU systems when you could run a lot of workloads, really interesting and exciting AI workloads on a server with a PCIe-based GPU, and now even more so with some of the other platforms with workstations or GB300, GB10. The biggest misconception is just thinking about how big I have to get started. I would encourage almost every executive, every leader of every company to start thinking differently about you probably should have an AI PC in your office and on your desk. You should have one of our, I always call it an AI supercomputer on your desk with the GB10. It’s about who’s going to be the most curious. There’s nothing that limits you from capabilities with what the models can do today. We really just need people to start using and playing and practicing and helping support the overall value to the customers and to our partners. Robert Dutt: It’s an interesting concept that a computer with a better NPU or GPU on board can unlock that curiosity towards AI and ultimately drag to infrastructure refresh down the road, I think. Alan Ashby: I think the key thing is you don’t have to be a coder. You don’t have to be a developer. Really today, anybody could be a developer. You could build your own application if you wanted to. You can build your own dashboards if you wanted to. You can run it 100% on-prem if you wanted to. You can use a coding assistant to help you manage through that. All you have to do is understand how to talk to it. How do you manage it like an individual and how do you manage it like an agent? It’s a secondary employee that helps you basically give you superpowers. Robert Dutt: If an MSP wants to get serious about the data center and AI with Dell, what’s the first step if they’re already in terms of certification, competency, that kind of thing that they should be looking at? Alan Ashby: Yeah, again, the portfolio is changing very quickly. I would say that table stakes obviously is having a good understanding of our compute platforms with what we’ve got put together with NVIDIA. That’d probably be step one. Step two would be thinking about what you can provide from a storage perspective and how you take advantage of both PowerScale and ObjectScale and all the way up through our lightning file systems, having good understanding how you can deploy that for your customers at scale. Then the other one would be how do you work closely with the Dell teams? That’s one of the things that is always encouraging for partners to think through is Dell has this incredibly large sales force that can help give them scale, give them opportunity. How do you share as a partner? How do you share your value back to the Dell teams? Make sure that they understand where you can be supportive of their customer experience. How do you work collaboratively with the Dell teams across the ecosystem? So forth. Tons of opportunity. We’re always looking for partners that have the right skill sets and the right capabilities. Our Dell teams want to bring them into customer accounts because we need their support. We need their help. Robert Dutt: Acknowledging this might be a wide range, what are some of those common threads that make for a good partner for you in terms of skill sets, areas of focus, that kind of thing? Alan Ashby: Yeah, I think it’s evolving over time. Today, I look at partners that have unique skill sets are incredibly important. Partners that have a competency across our portfolio. Table stakes of having competencies around our compute platform, our storage platforms, but then thinking even deeper, how do you have competency around some of our more isolated platforms like what we do in our unstructured storage space with PowerScale and ObjectScale and access scale that we announced today? Same thing with our data protection portfolio, our cyber resilience platforms, our SRP platforms, like partners that have deep technical specialty expertise in those areas, they’re always going to be needed and valued in our partner ecosystem. AI is one other area to differentiate a partner from, but there’s a lot of those opportunities. Even today with our Dell Private Cloud, I always tell partners that whenever you see a pivot change in our portfolio, like we did when we launched the Dell Private Cloud, this is an opportunity to differentiate yourself as a partner from other partners. To jump in early and be able to build the skill sets that our Dell team is looking for out of a partner to support their customers. Our Dell teams are always looking for those partners that can help lead the charge, especially from a technical perspective with the customers to validate the solution themselves to be able to provide that extensive value to the customer themselves. Robert Dutt: All right. Last one for me, without naming any names or with naming names, should you feel like doing so? What’s the most creative, unexpected, surprising use case for a Dell AI factory that you’ve seen a customer deploy thus far? Alan Ashby: Wow, that’s a hard one. I mean, there’s a lot of really interesting ones I’ve seen. I mean, early days, some of the ones I thought was some of the most exciting stuff that we did with Amarillo County in Texas. It’s a county that there’s a lot of languages natively spoken there and the community there needed to provide basically language services to a very large broad-based set of individuals in the community in their native tongue. And the Dell team worked closely with those folks to make that happen. All the way down there to where we got a number of partners helping small entities, both commercial and public entities, really think about how they can drive agentic workflows and some of the things that are dealing around that with dashboarding. Chat, agents, obviously is an easy one. And then helping customers through kind of how do you do code assist models. Those are probably the really big ones that we see from a use case perspective from our partners. Robert Dutt: No shortage of opportunities. Alan Ashby: Oh my gosh, it’s unbelievable how many there are today. Robert Dutt: Thank you for taking the time. Alan Ashby: Absolutely. This is great. Thank you. Robert Dutt: There you have it. Alan Ashby from Dell. I’d like to thank Alan for his time, carving out a few minutes for me amidst the chaos of day one here at DTW. My big takeaway from that conversation is that you don’t have to be deploying a multimillion dollar PowerRack system to get into the AI game with Dell right now. Between the new desktop workstations running localized agentic workflows and the massive 13 to one server consolidation plays they’re seeing in the traditional data center, there’s a very practical immediate path towards revenue here for partners in the mid market. I’d like to thank you as always for listening to the show. If you’re enjoying our coverage from Dell Technologies World, please do take a second and follow or subscribe in the podcast app of your choice. You can find us on Apple Podcasts, Spotify, YouTube, wherever you get your audio. And if you have a moment to leave a rating or review, always hugely appreciated. Until next time, I’m Robert Dutt for channelbuzz.ca and I’ll see you in the channel.

Today’s headline news for Canadian IT solution providers: The AI supply chain squeeze: Yesterday, we brought you a special mid-day look at the new partner platform and AI Factory announcements from Dell Technologies World. But if you look past the glitz of the main stage, there was a sobering reality check delivered during the partner-specific keynote. Pete Trizzino, president of global sales at Dell Technologies, warned partners that supply constraints are officially back. Driven by voracious hyperscaler demand for AI infrastructure, the squeeze on GPUs, CPUs, and memory is tightening rapidly. In fact, Trizzino warned that the supply chain issues we are starting to see now could be significantly worse in 2027. For Canadian MSPs and VARs, this is the klaxon sounding for hardware lifecycle planning. Partners need to be having capacity conversations with their clients today, locking in orders, and potentially leveraging IT financing to bridge the gap while hardware makes its way through a congested supply chain. CIRA targets the MSP model: Closer to home, the Canadian Internet Registration Authority (CIRA) is preparing to launch a new channel-oriented product platform at the ChannelNEXT conference in Toronto later this month. Led by channel executive Tim Brien, the upcoming platform marks a dedicated pivot toward a managed service provider model. As Canadian organizations face an increasingly complex threat landscape complicated by strict data privacy regulations like Law 25 and PIPEDA, the demand for sovereign, domestic cybersecurity infrastructure is accelerating. By embracing a multi-tenant channel model, CIRA aims to provide Canadian solution providers with a localized alternative for DNS and enterprise security services, removing the administrative friction of scaling broad deployments. PraisonAI zero-day and Operation Ramz: In the cybersecurity space, threat actors are actively exploiting a critical authentication bypass vulnerability in PraisonAI (CVE-2026-44338). The zero-day flaw was targeted within hours of its disclosure, meaning anyone building agentic AI pipelines with the framework needs to apply patches immediately. On a positive note, INTERPOL has announced the results of Operation Ramz, a massive cybercrime crackdown across 13 countries in the Middle East and North Africa that resulted in 201 arrests and the seizure of dozens of malware and phishing servers. In Brief: Lumina emerges from stealth: Cybersecurity startup Lumina has officially launched an AI-native platform designed to reduce alert noise by 87 percent across cloud, identity, and endpoint environments. With security operations centers overwhelmed by false positives, Lumina is using AI to automatically triage and contextualize threats, freeing up analysts to focus on genuine incidents. Nordian and Starlink partner up: Connectivity provider Nordian has signed a reseller agreement with Starlink to embed high-speed satellite internet directly into industrial equipment. Targeted at the agriculture, mining, and transportation sectors, this allows Canadian edge deployments in remote areas to maintain constant connectivity, enabling real-time telemetry and predictive maintenance. Noah Labs builds local AI: Software developer Noah Labs is building Sentinel, an AI-native integrated development environment designed to run 100 percent on-device. As data sovereignty becomes critical, Sentinel allows developers to build and test AI models locally, removing the risk of exposing sensitive proprietary data to public cloud APIs during the development phase. NSF’s deep-tech initiative: The United States National Science Foundation has announced a $1.5 billion X-Labs initiative to fund deep-tech research. The massive influx of capital is expected to heavily influence cross-border commercialization and innovation in North America, focusing on autonomous systems, quantum networking, and advanced materials. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Tuesday, May 19, 2026, and here’s what’s happening in the channel today. Yesterday, we brought you a special mid-day look at Dell’s new Modern Partner Platform and the massive expansion of the Dell AI Factory. But if you look past the glitz of the main stage, there was a very sobering reality check delivered during the partner-specific keynote. Pete Trizzino, president of global sales at Dell Technologies, took the stage to warn partners that supply constraints are officially back. Driven by the voracious hyperscaler demand for AI infrastructure, the squeeze on GPUs, CPUs, and memory is tightening rapidly. In fact, Trizzino warned that the supply chain issues we are starting to see now could be significantly worse in 2027. For Canadian MSPs and VARs, this is the klaxon sounding for hardware lifecycle planning. If you are waiting until the quarter a client needs a server refresh, you are going to be too late. Partners need to be having these capacity conversations with their clients today, locking in orders, and potentially leveraging IT financing and distribution partners to bridge the gap while hardware makes its way through a congested supply chain. Closer to home, the Canadian Internet Registration Authority, or CIRA, is preparing to launch a new, heavily channel-oriented product platform later this month at the ChannelNEXT conference in Toronto. Led by channel executive Tim Brien, the upcoming platform marks a dedicated pivot toward a true managed service provider model for the national internet registry. For years, Canadian organizations have faced an increasingly complex threat landscape complicated by strict data privacy regulations like Law 25 and PIPEDA. The demand for sovereign, domestic cybersecurity infrastructure is accelerating. By embracing a multi-tenant channel model, CIRA aims to provide Canadian solution providers with a localized alternative for DNS and enterprise security services. The new program is designed to allow channel partners to self-provision services, exert granular control over technical deployments, and scale enterprise-grade security offerings to their small and medium-sized business clients. Ultimately, this move is intended to remove the administrative friction associated with scaling broad deployments, allowing partners to integrate CIRA capabilities directly into their existing recurring revenue security stacks. In the cybersecurity space, it has been a busy 24 hours. First, a major warning for developers and security teams working with autonomous agents: threat actors are actively exploiting a critical authentication bypass vulnerability in PraisonAI, tracked as CVE-2026-44338. The zero-day flaw was targeted within hours of its disclosure, meaning anyone building agentic AI pipelines with the framework needs to apply patches immediately. On a more positive note, INTERPOL has announced the results of Operation Ramz, a massive, coordinated cybercrime crackdown across thirteen countries in the Middle East and North Africa. The first-of-its-kind operation resulted in 201 arrests and the disruption of major cybercrime networks, including the seizure of dozens of malware and phishing servers that have been targeting businesses globally. In Brief: Cybersecurity startup Lumina emerges from stealth today with an AI-native platform designed to reduce alert noise. Connectivity provider Nordian has signed a reseller agreement with Starlink to embed high-speed satellite internet into industrial equipment. Software developer Noah Labs is building Sentinel, an AI-native integrated development environment designed to run entirely on-device. And the United States National Science Foundation has announced a 1.5 billion dollar X-Labs initiative to fund deep-tech research. Full details and expanded stories on all of our In Brief items can be found in the show notes or the blog post at ChannelBuzz.ca. Later today on In The Channel, we have more from Las Vegas. I’ll be sitting down with Alan Ashby, Dell’s senior director of Americas data center presales, to break down the practical realities of the AI infrastructure boom for mid-market partners. And if you haven‘t heard yesterday’s episode yet, that’s probably because there wasn’t one, because outside of Dell Technologies World, it was Victoria Day back home. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Today’s headline news for Canadian IT solution providers: Dell’s ‘Modern Partner Platform’ brings AI directly to deal registration: Launching in the second half of the year, this unified portal introduces an “agentic partner experience.” Powered by a family of AI assistants, the platform connects demand signals, sales collaboration, deal registration, and pricing into a single interface. The impact on velocity: The new platform promises to reduce deal registration approvals from days to just “minutes.” It also features dynamic, real-time pricing—meaning partners can generate competitive, account-specific quotes without the friction of endless email loops with a Dell rep. AI matchmaking: Dell is using AI to analyze partner install bases and proactively surface cross-sell opportunities. In FY26 alone, Dell pushed more than 200,000 of these “demand signals” to its channel partners. Incentivizing a $6.1 trillion addressable market: Dell’s programmatic changes go live in August, aimed at helping partners capture an enterprise IT market where more than $4 trillion is delivered through the channel. Focus Accounts incentive: In a massive win for the platform MSP model, Dell is finally building a structured incentive that rewards partners for line-of-business expansion (e.g., cross-selling storage to a client device customer) rather than strictly prioritizing net-new logos. Differentiated base rebates: Partners will earn a premium rebate when selling strategic solutions. Dell explicitly named Dell Private Cloud, Dell Automation Platform, Cyber Resilience solutions, PowerStore, Z-Series networking, and premium Client+ products as the qualifiers. Advisory and SI recognition: Dell is formalizing a co-sell track that recognizes the influence of systems integrators and advisory partners who architect complex cloud and AI solutions, decoupling their reward from the ultimate hardware transaction. The ‘DeskSide Agentic AI’ sandbox tackles spiraling token costs: On the product side, Dell announced a massive expansion of the Dell AI Factory with NVIDIA, creating an on-premise development environment aimed at organizations suffering from public cloud API sticker shock. The economics of local AI: Built using NVIDIA NIM, OpenShift, and Dell Precision workstations, this secure sandbox allows developers to build and test AI agents locally. Dell claims this setup can reduce token spend by up to 87 percent compared to the public cloud, offering an ROI break-even point in as little as three months. Ecosystem expansion: Dell is also officially weaving Hugging Face, Mistral, xAI, Palantir, and ServiceNow natively into its validated AI ecosystem. PowerRack standardizes AI infrastructure: To help partners deploy complex AI infrastructure faster, Dell introduced a new turnkey, rack-scale solution for compute, networking, and storage. Speed to value: Designed for extreme rapid deployment, PowerRack allows partners to go from delivery on the loading dock to running live customer workloads in just six and a half hours. Read Full Transcript Hello and welcome to a special mid-day Holiday Monday episode of The Buzz from ChannelBuzz.ca. I’m Robert Dutt, and today is Monday, May 18, 2026. While you’re all hopefully back home enjoying Victoria Day, I’m here live from Dell Technologies World in Las Vegas, where Dell has announced a major overhaul of its partner experience, betting heavily that AI and new incentive structures will remove friction for the channel. The centerpiece is what Dell is calling its “Modern Partner Platform,” scheduled to roll out in the second half of the year. Chief Partner Officer Denise Millard says the platform is designed to connect demand signals, sales collaboration, deal registration, and pricing into a single hub. It delivers an “agentic partner experience,” relying on a new family of AI assistants to guide partners through quoting and post-order support. Critically for velocity, Dell promises this new platform will enable automated deal registration with approvals in minutes, alongside dynamic, real-time pricing that reduces the need for partner reps to negotiate via email. The platform will also proactively surface “demand signals,” using AI to analyze a partner’s install base and suggest perfectly timed cross-sell opportunities. On the programmatic side, Dell is launching new incentives in August that align directly with the platform MSP model. A new Focus Accounts incentive will reward partners for line-of-business expansion within existing accounts, rather than strictly prioritizing net-new logos. Also, Dell is formalizing a co-sell track that rewards systems integrators and advisory partners who architect complex AI and cloud solutions, decoupling influence from the ultimate transaction. Partners will also see a new differentiated base rebate targeting strategic solutions like Dell Private Cloud, PowerStore, and Cyber Resilience products. While the partner program announcements focus on how the channel goes to market, Dell’s Day 1 product announcements focus on what they are selling, highlighted by a massive expansion of the Dell AI Factory with NVIDIA. For the channel, the most actionable announcement is the introduction of a new “DeskSide Agentic AI” sandbox. Recognizing that public cloud API costs are spiraling out of control for developers building AI agents, Dell has created an on-premise, secure sandbox utilizing NVIDIA NIM, OpenShift, and Dell Precision workstations. Dell claims this local development environment can reduce token spend by up to 87 percent compared to public cloud alternatives, offering a break-even point in as little as three months. Dell is also formalizing the Dell AI Ecosystem, bringing validated solutions from players like Hugging Face, Mistral, xAI, Palantir, and ServiceNow natively into the fold. To support these massive AI workloads, Dell introduced PowerRack, a new turnkey, rack-scale solution encompassing compute, networking, and storage. Designed for rapid deployment, PowerRack can go from delivery to running live workloads in just six and a half hours, giving partners a highly standardized, rapidly deployable AI infrastructure offering. There’s more information on all of these announcement in the show notes or the blog post for this episode, and stay tuned to the site and the podcast all week for full coverage and interviews from Dell Technologies World. And if you’re a Canadian partner on-hand here in Vegas this week, drop me a note, I’d love to have a chat. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great Victoria Day.

US equity markets fell on Friday (15 May) as oil prices and bond yields climbed – Dow fell -537-points or -1.07%. Nvidia Corp (down 4.42%) was the worst performer in the 30-stock index on Friday (15 May). Chief Executive Officer (CEO) Jensen Huang is slated to address the Dell Technologies World annual convention in Las Vegas tonight AEST, having Caterpillar Inc shed -3.47%. Microsoft Corp up +3.05% with Bill Ackman posting on the X platform that his Pershing Square had taken a new stake in the company. Salesforce Inc (+3.54%) also rallied over >3%.

Eric Arcese, vice president of global partner marketing at Dell Technologies Dell Technologies vice president of global partner marketing Eric Arcese joins In The Channel ahead of Dell Technologies World, and his central message for Canadian partners is worth sitting with: the AI Factory is Dell’s story, but the seams around it belong to the channel. Arcese describes looking at the Dell AI Factory with NVIDIA topology slide at a recent Dell Tech World and seeing the “gaps, the seams” – the services, the data work, the outcome-level integration – as the real opportunity for partners. As enterprise AI adoption moves beyond hyperscaler buildouts into mid-market and commercial customers, those gaps are where Canadian MSPs and VARs have natural advantages: proximity to the customer, industry intimacy, and the ability to make the technology real. On the VxRail-to-Dell Private Cloud transition, Arcese frames the shift around the economics of AI – disaggregated infrastructure lets customers independently scale GPUs, storage, and networking for specific workloads. Hypervisor choice is preserved across Red Hat, Microsoft, VMware, and others, and partners building Dell Private Cloud practices can access up to 10% incremental incentives. The AI PC conversation moves past the usual productivity pitch. With over 500 million PCs still running Windows 10 and enterprise fleets averaging three to five years old, the refresh is as much a security imperative as a performance one – a stronger entry point for MSPs already in the endpoint security conversation with their customers. The episode closes with a preview of the Global Partner Summit at Dell Technologies World, May 18-21 in Las Vegas. Demand signals replacing traditional leads, AI-assisted quoting and deal registration, a “modern partner-centric transaction ecosystem” – the “simple, predictable, profitable” mantra is getting operational substance. The details come in May. Read Full Transcript Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. Dell Technologies World is coming up in May, and for the Dell partner community, it’s the biggest event on the calendar – the place where the direction for the partner program gets set for the year ahead. As we head toward that, there’s a lot for Canadian resellers and MSPs to be thinking about. The partner program has been evolving. The shift from VxRail to Dell Private Cloud is still very much unfolding. The AI infrastructure opportunity is reshaping what customers expect and what partners are expected to deliver. The question of where a Canadian MSP or VAR actually fits into all of that – that’s a real and pressing one. To help me make sense of it, I sat down with Eric Arcese, Vice President of Global Partner Marketing at Dell Technologies. Eric’s been in the industry for over 25 years, with roots going back to the EMC era, so he’s been watching and shaping how the Dell partner ecosystem operates for a long time. We talked about where partners fit in the AI story, the VxRail transition, the AI PC refresh, and what you can expect from the Global Partner Summit in May. Let’s get right into it, my chat with Eric Arcese. Robert Dutt: Eric, thanks for taking the time. I appreciate it. Eric Arcese: Thanks, Robert, for having me. Robert Dutt: You’re the Vice President of Global Partner Marketing at Dell. Can you give me a sense of what that actually means day-to-day? What are you responsible for, and what does the Dell partner community look like from where you’re sitting? Eric Arcese: Well, the partner community has been a tremendous growth engine and a critical and existential part of our go-to-market in everything that we do. We have partners around the world, we have some of our very best in Canada, and our partners really bring our technology to life with our shared customers around the world. We can’t do what we do in the market without the phenomenal partners that we have. In my role leading global partner marketing, that is to make sure that our story resonates, that we’re bringing that value proposition to life for our partners. They have choices, just like customers do, each and every day – who they’re going to invest in, who they’re going to work with, what they’re going to focus on learning, how they’re going to enable their sellers, their pre-sales folks. And we want to make sure that our partners feel really good about working with us, building businesses with us, developing practices with us, and ultimately growing with us in the markets that they serve for the customers that we collectively support. I love what I do. I’ve been in tech for over 25 years, here at Dell for over 25 years as well, and I could not think of a place I would rather be. Supporting our very best partners in Canada and around the world, and all that we do – that’s a little bit about what I do. I work very closely with my team around the world, and with our regional marketing folks as well, to make sure that that last mile of what we deliver for partners is well-aligned and adds value to partners in the ecosystem. So that’s a little bit about what I do, Robert. Robert Dutt: I feel like 2026 is a bit of an inflection point for the partner community writ large, and the definition of a Dell partner seems broader than it’s ever been. You’ve talked about partners moving beyond reselling into being architects, advisors, ecosystem builders – all that kind of good stuff. What do you see as the state of the Dell partner community right now, and how have you seen that picture change over recent months, and I guess the last year or two? Eric Arcese: Robert, you and I have both been in tech for the last couple of decades, and there have been different chapters, different inflection points. What we’re seeing now is a moment like we’ve never seen before. This is obviously all driven by AI, but it puts infrastructure, solutions, integrations, and outcomes at the forefront of everything that our partners deliver and everything our customers are demanding. So we’re in this moment that’s existential in tech and everything that we do, where we need to accelerate time to value with infrastructure. And when it really dawned on me, Robert – it was a couple of years ago, at a Dell Technologies World; you might have been there too. We had this announcement, and we called it the AI Factory with NVIDIA. And we had a picture on a slide – like so many of you have seen, with a chevron – data coming in on one side, use cases and business outcomes on the other, but layered through all of that, you had services, AI, software, infrastructure. And there were gaps when I saw this slide, and I was thinking to myself: the gaps, the seams, that’s where the opportunity lies for our partners around the world. Dell is the infrastructure provider of choice. We are the leader in everything that we provide – right from commercial PCs, to storage, to servers, AI servers – and stitching it all together through the topology upon which we develop those outcomes creates a huge opportunity for our partners. So that’s what gets me really excited about the moment. We’re meeting the moment. Our technology is meeting the moment, our partners are meeting the moment, and we’re working each and every day with those partners to deliver real AI-driven outcomes around the world. And some customers get it – and those that don’t, won’t be here very long. So there is this urgency, and we see that in our demand across the board. And I won’t go into earnings from last year, but you’ve probably seen that the year that we just posted, we’re seeing that come to life in every market. We’re seeing that in Canada, no doubt about it as well. It’s hard not to get excited about it. This is a very special time indeed. Robert Dutt: So the AI Factory – definitely been a centrepiece of the story for the last couple of years, as you point out. When I look at it from the perspective of my audience – from the MSP or the VAR serving mid-market and SMB customers – the massive GPU cluster buildouts feel like they’re kind of happening somewhere else. Can you help me fill in the story for the regional partner who isn’t doing hyperscale deployments and where they fit into the AI infrastructure story at this point? Eric Arcese: It’s a great question. I think that’s a little bit of the elephant in the room, right? The first couple of years, it’s like – yeah, you’re reading about these multi-billion-dollar deals, but where are they happening? And those deals were happening at the hyperscale level. The next question is: when is there enterprise AI adoption? When does a traditional enterprise customer really start embracing AI at every level? And you know what? We’re seeing that now. The trajectory of that growth is accelerating, and it’s terrific to see. To your point, Robert, those first couple of quarters, first year or two – the question was: what about enterprise adoption? And that’s where our partners are incredibly well positioned to make it real. What are the outcomes? What are the use cases? What are the business processes we’re going to focus on to bring that infrastructure to a place where it’s adding real value? The people in that workflow who make that real – that’s our partners. Dell’s partners. Because our partners in Canada are incredibly intimate with the industry, the customer, the use cases, the business priorities – whether it’s in the public or private sector. We’re providing that infrastructure at Dell Technologies, but our partners are making it real because they have that intimacy. They’re pressing the flesh, they’re working with customers each and every day, they know what those priorities are, and they can reconcile where those investments need to be made to help accelerate time to value. So with all of that comes a massive services and consulting opportunity. It’s not just the infrastructure – it’s the value-added services that our partners are building upon that infrastructure. And we’re seeing some terrific practices getting built with our partners around the world. When we work together, we win together, and we’re seeing that each and every day. Robert Dutt: Can you make that just a little bit more concrete for me? What are the consulting-type services you see partners bringing to bear right now – especially for that partner serving, let’s say, a 500-person financial services firm? Just to set an example of a mid-market-type opportunity where there may be an AI Factory angle, but it’s not the hyperscale wheelhouse. Eric Arcese: You know, if you think about it – four or five years ago, you and I would be having this conversation and it would be about a cloud-first model, and then we’d probably evolve into hybrid cloud, using public or private cloud based on the right workload. Now the way we think about it, it’s not a cloud-first model. It’s more around data. It’s the data model. Making sure we have the right data on the right workload, because if you plug an LLM or any AI-driven workload or a GPU behind suboptimal data, you’re going to get suboptimal outcomes. So when we think about where a partner is going to focus – irrespective of the industry, whether it’s public sector, banking, telco, manufacturing – I think starting with a real inventory of what that data topology looks like, and what the business outcome is that we’re looking to achieve. And no matter what industry the customer is from, one quickly realizes they’re all in the data business. Our partners can, number one, do a great assessment of where that critical data is and where it’s living. And number two, marry that data to the right business outcome in terms of what they’re trying to deploy. So I think it really starts with the data, and building practices that understand the workload, the industry, the vertical, and the data – that is key. And that creates a lot of opportunity. We talk about servers, storage, client, PCs, and networking all the time, but that is where that data is going to live, and we’re going to build that AI practice off of it. That initial assessment – where an AI practice starts – all begins with data, Robert. It’s really having that data-informed conversation. And then a lot of this is a change in mindset, in terms of what you’re doing with that data and what the expectations are. Robert Dutt: All right. From one reference architecture to another – talk about the transition from VxRail to Dell Private Cloud. Michael Dell’s been pretty direct about the direction. And I know you have roots going back to EMC, so it might be a bit personal. But for a partner who’s built a real practice, a real business, around VxRail over the last decade – what does that transition actually look like, and where do you see the services opportunity opening up as customers make that move? Eric Arcese: Robert, it’s such a great question. Because for years we talked about converged infrastructure, hyperconverged infrastructure – packaging, which made a lot of sense. You package a pre-architected and engineered system and you deliver it, to drive an accelerated business outcome. Time to value of infrastructure. The industry, with our partners, built a multi-billion-dollar business and a new market that was very well received. Then you wake up a couple of years later and now we’re talking about disaggregated infrastructure with Dell Private Cloud. And one may wonder: wait a second – we thought it was all about putting it all together and delivering it with speed. What’s changed? And I had to ask myself the same question, Robert. What’s changed? Well, the economics of AI have changed. The centre of gravity in terms of what is needed for these AI outcomes has been driven by a huge development – and that development is the GPU. The GPU is the accelerator of all the processing. And sometimes you need more GPU investment than you would need in storage, than you would need in client. You still need them across the board. So when you think about that economic backdrop of AI, the economics lend themselves to a more disaggregated infrastructure where you can dial up storage, server, networking, depending on what is needed for that specific workload, LLM, or AI platform that you’re rolling out. Also – customers want choice. They don’t want to be locked into one hypervisor. Maybe they want to work with Red Hat. Maybe they want to work with Microsoft. Maybe they want to work with VMware – they’re a VMware shop. Maybe they want to work with Nutanix. Allowing customers to have that choice empowers them, but it also creates opportunity for our partners, to your point, Robert. Because our partners are ultimately going to help our shared customers navigate those choices and reconcile those priorities from a hypervisor perspective, to optimize whatever application they’re rolling out. So it’s really about customer choice. And for me, the coolest thing to see is how quickly this has evolved. We’re doubling down on customer choice. Partners earn up to 10% incremental incentives. We’ve really built a program to drive profitable practices around Dell Private Cloud and strengthen and deepen those relationships. So we’re seeing this real shift from pre-packaged hyperconverged infrastructure to disaggregated infrastructure that’s truly optimized and tailored to Dell Private Cloud. Very exciting to see, Robert. Robert Dutt: Pivoting to the device side of things – the AI PC refresh is a significant cycle for the channel right now. For the Canadian VAR or even an MSP selling into the commercial market, what’s the marketing story that you’re giving them to make that conversation land? Especially with customers who are already stretched on IT budgets and might be looking at that three-year-old PC and saying, “good enough to get me through another year.” Eric Arcese: It might be. But it probably isn’t. And it’s not just the productivity benefits you’re going to see with an AI PC – it’s the security requirements that we’re all going to need. Because AI is terrific for the good, but it has also empowered the bad actors to get to where we work every day. Last year was all about the tech refresh from Windows 10 to Windows 11. We still have over 500 million PCs running Windows 10, and enterprise fleets averaging three to five years of age. So customers definitely need to act on that – to bring that AI capability to the edge, but also to meet the security requirements we need to protect that edge from reaching into the core. We started naturally in the data centre in our conversation today, Robert, but that edge – where are you working every day? What are you touching every day? It’s your PC. That’s your workforce. That’s what’s in front of you, whether at work or at home. And there’s just a tremendous opportunity there for our partners. We’re the number one commercial PC provider in the world, and it starts with what’s in front of you each and every day. We’re excited about that opportunity. That hasn’t gone away. We had a terrific CES, and there’s just more greenfield opportunity for our partners in Canada to win with Dell’s PC portfolio. Robert Dutt: Bouncing around a little bit from topic to topic here – you guys made some program changes for 2026, as most vendors are wont to do from time to time. The Titanium incentives probably being the most visible of them, but there’s also this broader “simplified, predictable, profitable” philosophy underneath it. From a marketing standpoint, what’s the message you most want partners to internalize about what Dell is committing to this year? Eric Arcese: One of the things I love about partner marketing, Robert, is the work is never over. And you can appreciate that – you’ve been in the channel just as long as I have. The work of creating a simple, predictable, profitable motion for our partners really never ends, because everything we talked about just keeps evolving. We want to make sure we have a simplified motion – taking friction out of the system. We want to make sure it’s predictable: you know what you’re going to get, you know how we’re going to engage with you. And it’s profitable: you want to make sure that you’re making money working with Dell Technologies in Canada. So we’re doing a lot around demand signals – how do we accelerate what used to be a lead, which is now a demand signal, the outcome of many different predictive analytics and data points on the markets that we serve with our partners. We want to make sure we’re simplifying that lead management and fostering seamless collaboration in that motion. We also want to make sure that from a deal reg perspective, we are managing opportunities together and protecting where our Canadian partners have invested. We want to do all of that to accelerate engagement, simplify processes, and empower our Dell sellers with a smarter and streamlined motion. And then quoting and buying – we want to make sure we are priced to win across the board, and we’re building a modern, partner-centric transaction ecosystem that connects product discovery to order management in one end-to-end platform. You’re going to be hearing more and more about that in the months to come. I think you’ll be at Dell Technologies World with us, so I’m excited to share more there. That mantra of simple, predictable, profitable – that work never ends. We’re seeing the fruits of our labour here and the success we’ve had in Canada over the last couple of years. And we’re really proud of the work that we’ve done. We’re very grateful and humbled by so many amazing partners in Canada that have really doubled down on Dell across the board, across the portfolio. Because when you have a great program that rewards the right investment, and you have wonderful people – I love the alliteration of portfolio, program, people – there’s nothing you can’t do. When we work together, we truly are winning together in Canada. Robert Dutt: To your point that it never ends – it just keeps evolving. You rightly pointed out we’re not too far away from Dell Technologies World, and the Global Partner Summit is a big part of that. There’s been some preview of a new integrated partner experience that sounds like it goes beyond a typical program update. Without asking you to scoop your own announcements – although if you want to, please feel free. Eric Arcese: Ha – I’ll be good. I’ll do my best. Robert Dutt: What’s the problem you’re aiming to solve for partners with this platform approach? What’s the philosophy behind what we’re likely to see roll out in the near future? Eric Arcese: What we talked about – meeting the moment – it is a truly special time. And we want to make sure our partners have the speed to deliver what we collectively need to for our shared customers, and the scale to do it across every market, across every part of our portfolio, across every partner type. What you’ll see at Dell Technologies World – as you always do – is the product of investments we’ve made over not just the year, but over years. From a portfolio perspective, programmatically, you’re going to see how when partners invest and build their practices and businesses on Dell, they will be rewarded. And then you get to spend time with our people who support our partners in Canada and around the world. Not to mention, we have a great time in Vegas, as one always does. So it’s the place to be. We’re a couple of weeks out and we’re seeing the excitement and anticipation building. We have a lot to share at our Global Partner Summit at Dell Technologies World. Robert, I believe you’re planning on being there – we’re looking forward to seeing you and spending time with you as well. And we’re going to have a great representation not just of Canadian partners but the Canadian customers we work so hard serving each and every day. It’s going to be a blast, as it always is. Robert Dutt: You touched a while back on some of the day-to-day operational things that partners tell me they feel the most friction on – not specific to Dell, but across the industry. Deal reg, quoting, lead sharing, the need to do all of that faster at higher scale. Is the vision here to make those kinds of operational experiences meaningfully more autonomous and self-serve? Is AI in the partner platform something partners will feel starting in May, or is that still on the horizon? Eric Arcese: Well, I prefer drinking your own champagne to eating your own dog food – so I’ll go with the bubbly analogy there. But we have very much been, for years now, investing in a very big way in our partner business and the platforms that support those partners. We want to make sure that we’re using an AI-first approach across the board in everything that we do – to take friction out of the system, and to have an AI-first mantra in all we do when it comes to empowering our people and our partners. I look at the AI that we’re investing in to support our partners as a real force multiplier. How do you get the power of the portfolio to our customers? How do you enable our partners to know that portfolio? How do you make sure that when you’re quoting and ordering, you’re doing that in the most efficient way – so that customers aren’t waiting, they’re getting the right configuration at the right time, for the right workload, at the price that makes the most sense, and we’re delivering value? We want partners to be able to deliver that value, because when they do, they grow – and when they grow, it’s good for our partners, it’s good for Dell, and ultimately we’re driving more outcomes for the customers we serve. So you’ll see a lot of that AI in what we deliver from a product perspective, but definitely in how AI supports things like syndicated content, quoting and buying, and all of the programmatic platform upon which our partnerships are built. Robert Dutt: My last question – you touched on 25 or more years in this industry, through the EMC years, through the Dell-EMC merger, and now we’re into the AI chapter. For a partner who’s navigating all of this right now – the infrastructure shifts, the AI opportunity, the evolution of the program – what’s your read on the best opportunity over the next 12 months? Where would you be pointing partners in terms of where to focus? Eric Arcese: Well, if you’re a partner thinking about which relationships you’re going to invest in – with Dell, you have a leader in commercial PCs, a leader in storage, a leader in services. You have the industry heavyweight in infrastructure. And not only that – in a world where we’re seeing some very complicated supply chain dynamics globally, you have the world’s best supply chain supporting you. You have a proven leader that’s committed to partnering in all that we do. And you have tremendous people in Canada there to support you each and every day. So I always think of it this way: if you’re building a business, who are those partnerships you want to create? You want one hand to shake that’s accountable to you, that’s invested in you, that’s committed to you – so that you can deliver on what you’ve promised your customer. With Dell, you have that. And we’re really proud of where we are in the market. This AI moment that we’ve all been afforded is going to create tremendous opportunity – and I couldn’t be more excited about it. Not just for the partner businesses we support, but for the outcomes and problem statements that we’re going to be able to address that we haven’t even fathomed yet. Transformative outcomes across every industry we serve, both public and private. So I’m really excited, Robert. And if I’m a partner, those are the types of things I’m thinking about and why working with Dell is a great bet. And hopefully we’ll all be making that bet in Vegas in May at Dell Technologies World – because that’s what you do in Vegas. You make bets. But it’s an easy one to make with Dell Technologies every day. Robert Dutt: Great point to leave it on. I look forward to catching up at Dell Technologies World and hearing more of the story there. Eric, thanks so much. Eric Arcese: Thanks so much, Robert. I really enjoyed our time together. Much appreciated. There you have it – Eric Arcese from Dell Technologies. I’d like to thank Eric for his time, and of course, thank you for listening today. If I had to pull three things out of the conversation for the Canadian partner to sit with, here’s what I’m thinking. First – the AI Factory framing. Eric described looking at the AI Factory topology slide and seeing the gaps, the seams between the components, as the partner opportunity. The hardware is Dell’s story. The services layer, the data work, the integration, the outcomes – that’s where partners play. If you’re trying to figure out what the AI infrastructure wave actually means to your practice, that’s a useful lens. Second – the VxRail transition. If you’ve built a practice around VxRail, Dell’s message is: the path forward is clear. The hypervisor choice you’ve made is preserved. The economics of the new platform make sense, and there are meaningful incentives to help you build out a Dell Private Cloud practice. The transition is underway and getting ahead of it matters. Third – the AI PC refresh is a security story as much as a productivity story. There are still around 500 million PCs running Windows 10, many of them three to five years old, sitting at the edge of the network while AI is making the threat landscape more sophisticated. For MSPs already in the endpoint security conversation with their customers, that’s a more powerful entry point than “it’s a faster laptop.” And of course – Dell Technologies World, May 18th to 21st in Las Vegas. The Global Partner Summit is the anchor event for partners, and based on what Eric was hinting at around the integrated partner experience and changes to quoting and deal registration, it’s worth watching closely whether you’re going or not. If you found this useful, follow or subscribe to the In The Channel podcast wherever you get your podcasts – we’re on Apple Podcasts, Spotify, YouTube, and most major directories. A rating or review is always appreciated if you’ve got a minute – it genuinely helps. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Dell Technologies World has just come to a close in Las Vegas and there is no doubt that the company is – in its own words “all in on AI”. From laptops to services, data center infrastructure and partnerships, everything is being led by AI.What this means in practice for IT decision makers and business leaders can sometimes be hard to divine, however. This week, Jane sits down with John Roese, chief technology officer and chief AI officer at Dell Technologies, to dig into the practical effects of this, from how businesses will think about endpoints and devices to the potential end of HCI.Read more:Dell Technologies World 2025 live – all latest news and updates live from the Venetian Conference Center, Las VegasDell brings new cybersecurity features to PowerStore, Data Domain, and PowerScale product linesMichael Dell talks up the power of human and AI collaboration – but not everyone's singing the same tuneDell Technologies Global Partner Summit 2025 – all the news and updates live from Las VegasJensen Huang joins Dell Technologies World virtually to talk servers and AI factoriesNew Dell AI Factory partners debuted at Dell Technologies World 2025Dell Technologies wants to cut infrastructure costs – here's how it plans to do itDell grows AI laptop line with Dell Pro Max Plus at Dell Technologies World 2025

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Dennis Makishima, VP and GM, Brocade Storage Networking, for a conversation on the unique partnership between Dell Technologies and Brocade. This collaboration highlights a close relationship in joint product development, addressing mission-critical needs, supporting AI ambitions, and a distinctive go-to-market strategy. Their discussion covers: The unique aspects of the Dell Technologies and Brocade relationship The collaborative approach to product development, engineering, and innovation between Brocade & Dell How Brocade plays a crucial role in supporting Dell customers' mission-critical needs Insights into the Brocade & Dell Go-To-Market partnership that sets it apart Ways in which Brocade supports Dell's AI ambitions  

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom and AMD, featuring Jas Tremblay from Broadcom and Robert Hormuth from AMD for an in-depth conversation on their collaborative efforts in supporting Open Architecture for AI. This discussion sheds light on how their partnership is setting the stage for more power-efficient and scalable AI solutions. Their discussion covers: The strategic vision behind Broadcom and AMD's support for Open Architecture in AI. The benefits of Open Architecture for businesses and developers in the AI space. Achieving power efficiency in AI applications through collaborative innovation. The role of scalability in future-proofing AI deployments. Insights into Broadcom and AMD's roadmap for AI development and support.  

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Hasan Siraj, Head of Software Products / Ecosystem for a conversation on how Ethernet is pivotal in scaling AI infrastructure. Broadcom, a global technology leader, is at the forefront of addressing the complexities and needs of AI networking to facilitate the growth and deployment of AI technologies. Their discussion covers: The crucial role of networking in AI deployments Broadcom's solutions to the key challenges in AI networking Reasons for choosing Ethernet over Infiniband for AI cluster deployments Anticipated evolution of AI infrastructure over the next 3-5 years and upcoming challenges The demographic of customers deploying AI and their current stage in the AI adoption journey  

As enterprise AI becomes more widely adopted, businesses are being forced to examine whether their architecture is up to the task. The feverish hype around AI in the public cloud that started in November 2022 has given way to greater investment in open ecosystems for AI and smaller models run at a business's edge.From chatbots stored on a laptop for offline use to AI handling data produced by sensors in smart manufacturing, there's a huge range of ways to use AI at the edge. But where is customer demand when it comes to this new frontier for this technology, and how has their understanding of AI architecture changed since this time last year?In this episode, recorded live at Dell Technologies World 2024, Rory speaks to Dermot O'Connell, senior vice president for EMEA services at Dell Technologies, to learn more about the changes in approach to enterprise AI and how businesses can prepare themselves for the technology's adoption.Read more:Dell Technologies World 2024 live: All the news and announcements from day-two"The big obstacle isn't anything technical": Dell CTO John Roese on why companies are failing on AI adoptionDell Technologies expands AI ecosystem with Microsoft, Hugging Face supportDell doubles down on Nvidia partnership with ‘AI factories' and models at the edgeWhat is 'multi-cloud by design'?Google shows off new smaller generative AI tools and an AI agent on your phone

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Delmar Hernandez, Sr. Principal Engineer, Technical Product Marketing, and Steen Graham, Founder of Scalers.AI, for a conversation on the flexibility and advantages of GPU choice in the new Dell PowerEdge XE9680. Their discussion covers: The design philosophy behind the Dell PowerEdge XE9680 How Dell's latest offering supports varied GPU ecosystems The role of the PowerEdge XE9680 in advancing AI and machine learning technologies Collaboration opportunities for businesses with Scalers.AI using Dell's technology Future trends in hardware optimization for AI applications #DellTechWorld #DellTechnologies, #PowerEdge, #GPU, #AI, #machinelearning, #ScalersAI, #technology #collaboration

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by IBM's Brendan Kinkade, Vice President, Strategic Technology Partnerships, for a conversation on enhancing AI performance through IBM's broader partner strategy. Their discussion covers: IBM's expansive partner strategy and its successful outcomes Insights into joint clients and the challenges they face The history and evolution of IBM's strategic partnerships The unique benefits and collaborative synergies between IBM and its partners A recap of recent announcements highlighting advancements in AI performance Learn more at IBM.

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Grocott, Senior Vice President Product Marketing for a conversation on the innovative approach of Dell in the realm of Artificial Intelligence with the Dell AI Factory. Our hosts, Patrick Moorhead and Daniel Newman, delve into an enlightening discussion on the strategic insights and technological advancements that underpin the Dell AI Factory initiative. Their discussion covers: Debating the merits and drawbacks of building AI Factories in public clouds versus on-premises environments. An in-depth look into what the Dell AI Factory is. Exploring the components that make up the Dell AI Factory. The unique value proposition of choosing Dell over other technology partners for building AI factories. Learn more at Dell.

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Kalray's CEO, Eric Baissus, for a conversation on how Kalray, along with its collaboration with Dell, is revolutionizing AI performance and efficiency through high-density storage solutions. Our discussion covers: Kalray's strategic partnership with Dell and the value it brings to AI innovators The critical role of data acceleration in AI and the blend of hardware and software to achieve it Exciting announcements from Kalray at this year's Dell Tech World The debate on "Walled garden" vs. "Open" approaches in supporting AI solutions Kalray's collaboration with Solidigm and its impact on the Dell-Kalray offering Learn more at Kalray.

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Jon Siegal and Jonathan Huang, MD/PhD Candidate at Northwestern University Feinberg School of Medicine, Northwestern Medicine for a conversation on how Dell Technologies and Northwestern Medicine are leading the charge in revolutionizing patient care through life-saving artificial intelligence innovations. Their discussion covers: Exploring generative AI vision and use cases in patient care Why The Dell AI Factory is the best solution for Northwestern Medicine's AI needs Outcomes and impacts of Northwestern Medicine's AI Factory initiatives  

On this episode of the Six Five on the Road, hosts David Nicholson and Lisa Martin are joined by Dell's Omar Rawashdeh, PowerEdge Product Planner, for a conversation on Dell's latest announcements at DTW regarding their PowerEdge Servers. Their discussion covers: The latest PowerEdge Servers Dell is announcing at DTW Key highlights about the new T160/R260 PE servers The key use cases/workloads for these servers Availability dates for the T160/R260/R660/R770 servers  

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Arthur Lewis, President, Infrastructure Solutions Group for a conversation on Dell's role in accelerating AI innovation for its customers. Amid the buzz of Dell Technologies World, Arthur offers deep insights into the current AI landscape, Dell's recent AI announcements, and the significance of building a robust AI ecosystem. Their discussion covers: The significant buzz around AI at Dell Technologies World and the trends Arthur is observing Dell's strategies and solutions to help customers advance their AI initiatives An overview of the AI-related announcements made by Dell at the conference The critical role of the AI ecosystem in Dell's approach and how it benefits customers The primary message Dell wants customers to remember about its commitment to AI and innovation  

On this episode of the Six Five on the Road, host Patrick Moorhead is joined by Dell's Jen Felch, CIO & Chief Digital Officer for a conversation on Dell's strategy for integrating AI and GenAI technologies to drive internal innovation. Their discussion covers: The evolving roles and responsibilities of a Chief Digital Officer and CIO in today's tech landscape. Dell's approach to adopting AI and GenAI within its operations, including the challenges and opportunities. Strategies for addressing scalability and improving data quality in AI implementations. Supporting team members with the necessary learning, training, and skilling for AI and GenAI innovation. Learn more at Dell.

On this episode of the Six Five On The Road, we are joined by Dell's Justin Bandholz, PowerEdge Portfolio Manager - CSP Manager, for a conversation on the latest developments in Dell's product offerings specifically designed for Communication Service Providers (CSPs). Our discussion covers: The latest announcement from Dell regarding the new CSP Edition products, the PowerEdge R670 & R770 An explanation of what DC-MHS is and its importance to the industry How the PowerEdge R670 & R770 CSP Edition are engineered to address the unique challenges faced by CSPs Directions to further resources for Dell CSP customers seeking more information  

On this episode of the Six Five On The Road, we are joined by Samsung Semiconductor's Christina Day, Director of DRAM Product Marketing, for a conversation on how memory technology is essential for the advancement of AI. Their discussion covers: The critical role of memory in accelerating AI, with a focus on high-density DRAM and SSDs How Samsung memory is integrated into Dell Servers to power advanced computing solutions The future of memory technology, emphasizing increased bandwidth, density, and efficiency to support faster, smarter AI development The impact of Processing-In-Memory (PIM) technology on reducing energy consumption and enhancing AI processing speed and performance  

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Matt Baker, Senior Vice President, Activating AI Strategy at Dell Tech World 2024 for a conversation on Dell's role and strategy within the AI ecosystem. Their discussion covers: Insights on Dell Tech World AI ecosystem news and partnerships The significance of GenAI in the tech industry Exploring the landscape beyond LLMs in AI models Dell's approach to AI enablement through internal deployment Analysis of where AI workloads are most effectively run  

On this episode of the Six Five On the Road, host Daniel Newman is joined by Dell Technologies' Yvonne McGill, CFO, for a conversation on how Dell is navigating the changing tech landscape, especially with the advent of AI, and what this means for the company's future growth and value creation. Their discussion covers: Dell's strategy for innovation and progress in the current tech era. The bullish outlook on Dell Technologies and its distinguishing factors. The impact of AI on financial performance from a CFO's perspective. Insights into Dell's recent investor community attention and stock momentum. Yvonne McGill's unique approach to her role as CFO nearly a year in.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell Technologies' Doug Schmitt, President, Dell Technologies Services, Dell Technologies for a conversation on leveraging General AI (GenAI) for competitive advantage through services. Their discussion covers: Exploring the omnipresent GenAI and Dell Technologies Services' response to it The reasons Dell stands out as the go-to provider for Gen AI and other emerging technological needs How GenAI is reshaping the business landscape towards an outcome-based, services-led strategy and Dell's role in this evolution Identifying customer needs beyond GenAI and how Dell is addressing them Insights into the future of Services and what to expect moving forward  

On this episode of the Six Five on the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Cassandra Garber, VP, Sustainability & ESG, for a conversation on Dell's comprehensive strategy towards sustainability and Environmental, Social, and Governance (ESG) initiatives. Their discussion covers: The latest initiatives in sustainability & ESG at Dell Dell's end-to-end approach to sustainability Key sustainability goals for this year Feedback and expectations from customers regarding sustainability Practical advice for businesses aiming to incorporate sustainability & ESG into their models  

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Burd, President, Client Solutions Group, for a conversation on the evolving landscape of AI in personal computing. Their discussion dives deep into the exciting developments and future potential of AI PCs, a field where Dell has been pioneering new frontiers. Their discussion covers: The history and evolution of AI in PCs, highlighting Dell's early initiatives and contributions to this technology. Current ways Dell's customers are leveraging AI PCs in their operations and the benefits they are experiencing. Details on the recent AI PC innovations announced by Dell at DTW, outlining what these advancements mean for users. An exploration of the market opportunities AI PCs present for Dell and the tech industry as a whole.  

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Michael Dell, Chairman & CEO, for a conversation on how Dell Technologies is leveraging AI to pioneer advancements in technology and society. Our discussion delves deep into the role of AI in driving human progress, marking a significant leap in innovation, collaboration, and responsible technology use. Their discussion covers: Insights from Dell Tech World 2024 and the significance of Dell's announcements and the company's drive towards innovation Integration of AI in Dell's products and services, enhancing their offerings The expansion and nourishment of Dell's ecosystem through strategic partnerships Addressing the dual aspects of challenges and opportunities in AI integration within society Celebrating Dell's 40th anniversary and looking ahead to the future of Dell Technologies  

  On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Alex Barretto, Senior Vice President for a conversation on how Dell is leveraging AI in their support services. Our discussion covers: The role of AI in transforming customer support at Dell Innovative AI technologies Dell is implementing in support services The impact of AI on customer satisfaction and operational efficiency Future directions for AI in support services at Dell Challenges and opportunities in integrating AI into support systems  

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World. Our discussion covers: Dell's opportunities in GenAI following NVIDIA GTC The advantages of partnering with Dell for enterprise AI solutions Anticipated highlights and what to expect at Dell Tech World    

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Cassandra Garber, VP of ESG. Their discussion covers: An introduction to Cassandra and her team's role within Dell Technologies Cassandra shares Dell's top focus-areas for ESG (Environmental, Social, Governance) We learn more what Dell's customers and partners are interested surrounding ESG How ESG has shown up at the Dell Technologies World event this week

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   SAP Sapphire 2023 https://news.sap.com/2023/05/sap-sapphire-future-proofed-business-age-of-ai/ https://news.sap.com/2023/05/sap-successfactors-helps-hr-solve-skills-gap-with-generative-ai/ https://news.sap.com/2023/05/sap-sapphire-orlando-keynote-customers-trust-sap/?amp=1   Dell Technologies World 2023 https://twitter.com/PatrickMoorhead/status/1660694029233975296?s=20 https://twitter.com/PatrickMoorhead/status/1661055691862478848?s=20 https://twitter.com/PatrickMoorhead/status/1660655045308817409?s=20 https://twitter.com/danielnewmanUV/status/1661126221651148809?s=20 https://twitter.com/danielnewmanUV/status/1661056157514088448?s=20 https://twitter.com/danielnewmanUV/status/1660695845862543361?s=20 https://futurumresearch.com/research-notes/dell-introduces-dell-nativeedge-an-edge-operations-software-platform-designed-to-help-simplify-secure-optimize-and-automate-edge-infrastructure-deployments/ https://futurumresearch.com/research-notes/dell-technologies-and-nvidia-launch-project-helix-for-on-prem-generative-ai/ https://futurumresearch.com/research-notes/dell-technologies-introduces-project-fort-zero-to-help-accelerate-and-simplify-zero-trust-adoption-at-dell-technologies-world-event/ https://futurumresearch.com/research-notes/dell-apex-platform-advancements-empower-customers-to-optimize-multicloud-strategies-and-streamline-it-operations/   Microsoft Build 2023 https://twitter.com/PatrickMoorhead/status/1660995939920941057?s=20 https://news.microsoft.com/build-2023-book-of-news/ https://twitter.com/danielnewmanUV/status/1661912844282265600?s=20 https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://twitter.com/danielnewmanUV/status/1661755277279121408?s=20 https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20 https://twitter.com/danielnewmanUV/status/1661120240997269505?s=20   Nvidia Q1 Earnings https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20 https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20 https://twitter.com/PatrickMoorhead/status/1661492733243195392?s=20 https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Q1FY24-CFO-Commentary.pdf https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://investor.nvidia.com/news/press-release-details/2023/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024/default.aspx https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Rev_by_Mkt_Qtrly_Trend_Q124.pdf   Marvell Q1 Earnings https://twitter.com/PatrickMoorhead/status/1661909835523440642?s=20 https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20 https://investor.marvell.com/2023-05-25-Marvell-Technology,-Inc-Reports-First-Quarter-of-Fiscal-Year-2024-Financial-Results https://twitter.com/danielnewmanUV/status/1661897158264750080?s=20   Lenovo Q4 Earnings https://www.google.com/search?q=lenovo+earnings&oq=lenovo+earnings&aqs=edge..69i57j0i512l6j0i390i650j69i64.4079j0j1&sourceid=chrome&ie=UTF-8 https://investor.lenovo.com/en/financial/results/press_2223_q4.pdf https://doc.irasia.com/listco/hk/lenovo/annual/2023/res.pdf https://investor.lenovo.com/en/financial/results/presentation_2223_q4.pdf   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The move to the cloud has unlocked a huge number of benefits for businesses, but companies still differ over the extent to which they have adopted a multi-cloud approach versus locking in with just one provider.While some cloud customers may be looking to expand beyond the confines of their public cloud provider in a way that makes sense for them, others have already embraced a multi-cloud approach but seek unification of technology and services across their estate.If you have a firm idea of what approach your business is taking to multi-cloud, whether it's ‘by design' or ‘by default', you might find yourself in a better position to innovate with edge or AI.In this episode, recorded live at Dell Technologies World 2023, Rory speaks with Dermot O'Connell, senior vice president, EMEA Services at Dell Technologies. The pair explore current customer demands and how an efficient multi-cloud approach can support full-stack efficiency.

Michael Dell, Chairman & CEO, Dell Technologies, sits with Dave Vellante at Dell Technologies World 2023 from Mandalay Bay in Las Vegas, NV.

AI will now add superpowers to every triggering buzzword, hence the title of this week's post. Look past the buzz and you'll find substance somewhere. The spring conference season is kicking into high gear, so it's a time to get serious and extract the signal from the event noise. This week we'll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O.  Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be covering both of these shows and we want to take this opportunity to update you on the state of hybrid multi-cloud…what we call supercloud. In this Breaking Analysis we examine some of the key infrastructure players in hybrid multi-cloud with a focus on Red Hat and Dell Technologies, two firms that increasingly are partnering with each other as VMware's future evolves. We'll share recent ETR survey data on the position of several other hybrid / cross-cloud players including Cloudflare, Equinix, HPE, IBM, Oracle, VMware and others. We'll also share what we expect to hear at Red Hat Summit and Dell Technologies World this year. Fitzy's cloud repatriation index:https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/Percent of workloads in the cloud (Statistica): https://www.statista.com/statistics/1266602/workloads-cloud-organizations-worldwide/Red Hat project Wisdom:https://www.redhat.com/en/engage/project-wisdomNugget on reddit about Ansible Lightspeedhttps://www.reddit.com/r/ansible/comments/12pnl2b/ansible_lightspeed/GitHub clue on Ansible AIhttps://github.com/ansible/vscode-ansible/releasesWhat to expect at Red Hat Summit 2023https://siliconangle.com/2023/05/10/expect-red-hat-summit-join-thecube-may-23-24-rhsummit/What to expect at Dell Tech World 2023:https://siliconangle.com/2023/05/11/expect-thecubes-coverage-dell-technologies-world-join-thecube-may-22-24/

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  Dell Technologies' Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud. Their discussion covers: Key insights to the changes in cloud computing, particularly as businesses look for more tailored solutions Dell's belief that the future is multicloud, and how cost-savings are driving enterprises to reconsider their approach to cloud The solutions Dell APEX is providing for customers as they look to operate in a multicloud by design environment What to look forward to at this year's upcoming Dell Technologies World event Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It was a game of leapfrog amongst hardware competitors that became pretty commonplace over the years. The Dell-Snowflake deal underscores that the value prop between hardware companies and ISVs is changing and has much more to do with distribution channels and the amount of data that lives on-prem in various storage platforms. For cloud-native ISVs like Snowflake, they are realizing that despite their cloud-only dogma, they have to grit their teeth and deal with on-premises data or risk getting shut out of evolving data architectures. In this Breaking Analysis we unpack what little is known about the Snowflake announcement from Dell Technologies World… and discuss the implications of a changing cloud ecosystem landscape. We'll also share some new ETR data for cloud and database platforms that shows Snowflake has actually entered the earth's orbit when it comes to spending momentum on its platform. 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Dell Technologies World Observations https://twitter.com/PatrickMoorhead/status/1521536345184768002?s=20&t=_59G-LEBm73byaascDhYmA https://twitter.com/PatrickMoorhead/status/1521164989142233088?s=20&t=58tpf3yjCNfI1NHX9HUlww https://www.forbes.com/sites/moorinsights/2022/05/04/multi-cloud-storage-center-stage-at-dell-technologies-world/?sh=56af7c6c1d79   AMD Earnings https://twitter.com/PatrickMoorhead/status/1522348685849464836?s=20&t=hI9jZTkm8dEutn54zDNMOg https://twitter.com/danielnewmanUV/status/1521596668432379904?s=20&t=UEtzphY0kVcgwxPdl2lqaA   Lattice Earnings https://twitter.com/PatrickMoorhead/status/1522353024001314821?s=20&t=d7j-oOjLcYZ5w93OTXRSkw https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-robust-q1-growth-and-raises-q2-guidance/   T-Mobile's "Internet Freedom" https://twitter.com/PatrickMoorhead/status/1522021050208473088?s=20&t=_59G-LEBm73byaascDhYmA   Honeywell HCE   Qualcomm Wins VW https://twitter.com/PatrickMoorhead/status/1521513665110765569?s=20&t=_59G-LEBm73byaascDhYmA   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.