Dell Technologies is rolling out a new wave of cybersecurity tools aimed at AI systems and emerging quantum threats. The lineup includes Dell AI Factory Security Hardening, Operational Recovery for AI, and the PowerProtect AI Assistant. The company is also adding identity management support for Active Directory, Microsoft Entra ID, and Okta, along with post-quantum cryptography in PowerStore. Some of these features are scheduled to arrive in November and December.
The push comes as Dell's AI server business sees strong growth. AI server revenues reached $16.4 billion in Q2 fiscal 2027, and the AI backlog climbed to $95 billion. Dell expects Q3 fiscal 2027 revenue near $49 billion, with about $19 billion coming from AI servers. The company is sharpening its security pitch to compete with rivals like Cisco and HPE.
Investor Michael Burry flagged a major financial risk tied to Anthropic, pointing to the company's IPO prospectus. The filing shows roughly $537 billion in computing commitments to suppliers including Alphabet, Amazon, Microsoft, and Broadcom. Anthropic reported $16.3 billion in revenue for the first half of 2026, but the company also posted a net loss of $80.748 billion, mostly from a $72.388 billion fair-value adjustment on convertible financing instruments. Operating losses reached $693 million, and compute costs hit $8.945 billion, about 55 percent of revenue.
Anthropic has raised $141.1 billion and holds $112.4 billion in cash. The company plans to list on Nasdaq under the symbol ANT. Revenue growth was driven by US enterprises and developers adopting Claude for coding and agentic workloads, with 72.2% of first-half 2026 revenue coming from US customers, up from 70.5% a year earlier.
Elsewhere, the FIA partnered with Amazon Web Services to bring AI into Formula 1 rule-making. AWS will serve as the FIA's official AI and cloud computing partner, helping technical staff run aerodynamic simulations and develop future regulations. The deal also covers the FIA Awards and the FIA Sustainable Innovation Series.
On the financial front, cybersecurity stocks have outperformed AI stocks this year. The WisdomTree Cybersecurity ETF returned nearly 87%, making it the top-performing actively traded sector ETF according to Morningstar Direct. Caterpillar beat Q3 earnings expectations with adjusted EPS of $7.20, helped by strong demand for AI data center power infrastructure. Lumen also revealed new plans for AI networking, quantum research, and post-quantum cryptography, with initial availability targeted for November 2026.
Key Takeaways
- Dell launched new AI and quantum cybersecurity tools including AI Factory Security Hardening and PowerProtect AI Assistant
- Dell's AI server revenue hit $16.4 billion in Q2 fiscal 2027, with AI backlog reaching $95 billion
- Michael Burry warned about $537 billion in computing commitments tied to Anthropic's IPO
- Anthropic reported $16.3 billion in first-half 2026 revenue but a net loss of $80.748 billion
- 72.2% of Anthropic's revenue came from US customers, driven by Claude adoption for coding and agentic workloads
- FIA partnered with AWS as its official AI and cloud computing partner for Formula 1 rule-making
- WisdomTree Cybersecurity ETF returned nearly 87% this year, outperforming AI-focused indices
- Caterpillar beat Q3 earnings with $7.20 adjusted EPS, boosted by AI data center power demand
- Lumen announced AI networking, quantum research, and post-quantum cryptography initiatives with November 2026 target
- Sovereign AI market projected to reach $500 billion to $600 billion by 2030
Dell launches new cybersecurity tools for AI and quantum threats
Dell Technologies introduced a broad set of cybersecurity products for AI systems, identity management and quantum security. New services include Dell AI Factory Security Hardening, Operational Recovery for AI and the PowerProtect AI Assistant. Dell also added identity tools for Active Directory, Microsoft Entra ID and Okta. The company now offers post-quantum cryptography in PowerStore and a Post-Quantum Readiness Assessment service. Some features will roll out in November and December.
Dell expands AI security as server revenue and backlog grow
Dell Technologies is strengthening its AI security and cyber resilience tools to compete with rivals like Cisco and HPE. New offerings include Security Hardening for Dell AI Factory, Resilience Operations for AI and expanded PowerProtect AI Assistant features. Dell also added identity recovery tools and quantum-safe encryption in PowerStore. AI server revenues reached $16.4 billion in Q2 fiscal 2027, and the AI backlog grew to $95 billion. Dell expects Q3 fiscal 2027 revenue near $49 billion, including $19 billion from AI servers.
Investor Michael Burry flags $537 billion AI risk tied to Anthropic
Michael Burry, known for predicting the 2008 housing crash, warned about a large financial risk in AI. He pointed to Anthropic's IPO prospectus, which shows about $537 billion in computing commitments to suppliers like Alphabet, Amazon, Microsoft and Broadcom. Anthropic reported $16.3 billion in revenue in the first half of 2026, with most revenue based on usage. Burry warns that Anthropic must pay for infrastructure regardless of sales, creating a possible mismatch between costs and income.
Anthropic's massive IPO loss reveals deeper cost concerns
Anthropic reported a net loss of $80.748 billion for the first half of 2026 in its S-1 filing. Most of the loss came from a $72.388 billion fair-value adjustment on convertible financing instruments. The company's operating loss was $693 million, while compute and infrastructure costs reached $8.945 billion, about 55 percent of revenue. Anthropic has raised $141.1 billion and holds $112.4 billion in cash. The company plans to list on Nasdaq under the symbol ANT.
FIA partners with AWS to use AI in future F1 rule-making
The Fédération Internationale de l'Automobile signed a global partnership with Amazon Web Services. AWS will become the FIA's official AI and cloud computing partner across motorsport. The technology will help FIA technical staff create future Formula 1 regulations and run aerodynamic simulations. AWS will also support the FIA Awards and the FIA Sustainable Innovation Series. The partnership aims to modernize how the FIA governs the sport and supports clubs worldwide.
Anthropic gets most revenue from US customers
Anthropic's S-1 filing shows 72.2% of revenue in the first half of 2026 came from US customers. That is up from 70.5% in the same period last year. First-half 2026 revenue reached $16.3 billion, compared with about $1.16 billion a year earlier. The growth was driven by US enterprises and developers adopting Claude for coding and agentic workloads. International revenue made up the remaining 27.8%.
Cybersecurity stocks outpace AI stocks this year
The WisdomTree Cybersecurity ETF called WCBR returned nearly 87% this year. Morningstar Direct named it the top-performing actively traded sector ETF so far. It even outperformed the First Trust index. Investors are finding big money in companies that protect systems from AI-related threats. This shows that stopping AI from causing harm can be more profitable than building AI itself.
Caterpillar beats earnings on AI power demand
Caterpillar posted adjusted earnings of $7.20 per share in the third quarter, beating the $7.10 analyst estimate. The Irving, Texas-based company benefits from AI data center infrastructure building. Its power and energy segment now ranks as its largest business by sales. Despite the earnings beat, shares fell more than 4% in premarket trading. The company reported strong sales and a tight inventory backlog.
Lumen reveals AI networking and quantum plans
Lumen announced three initiatives covering AI networking, quantum research, and post-quantum cryptography. It is working with Emerald AI on a pilot to route AI inference workloads based on power availability and cost. Lumen is funding quantum connectivity research at The Ohio State University. It also plans to add Fortinet-based post-quantum cryptography to its SASE offering. Initial availability is targeted for November 2026 with general availability in January 2027.
Sovereign AI market could reach $600 billion by 2030
A Statista report projects the global sovereign AI market could reach $500 billion to $600 billion by 2030. That is up from an estimated $150 billion to $200 billion in 2025. Infrastructure and computing capacity will hold the largest share of demand. The AI models, data, and tools segment could grow about 17-fold. The United States leads in data centers and AI chip revenue.
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Sources
- Dell Expands Cyber Resilience Portfolio for AI, Identity and Quantum Security
- DELL Expands AI Security Capabilities: Can It Challenge CSCO & HPE?
- The Big Short Investor Michael Burry Just Found a $537 Billion Problem With AI
- Ahead of IPO, Anthropic’s $80 Billion Loss Hides a Much Bigger Problem AI Investors Should Fear
- FIA to use AI to help shape future F1 regulations in new AWS partnership
- 72% Of Anthropic’s Revenue Is From American Customers, Reveals S1
- Stopping AI From Running Amok Is More Profitable Than AI Itself
- Caterpillar Tops Estimates as AI Power Demand Fuels Growth
- Lumen Announces AI Networking, Quantum Research and PQC Plans
- Sovereign artificial intelligence will be a market worth up to $600 billion by 2030—these industries will drive its growth
- Wealthy.ai Premium Domain Offered for Strategic Acquisition as AI Reshapes Wealth Management
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