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In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, Tom Richer, executive vice president of Alpha Compute, joins theCUBE + NYSE Wired's Dave Vellante to discuss how the company is building sovereign, confidential AI infrastructure from the chip up. Richer details Alpha Compute's "sovereign by design" philosophy, which uses hardware-level enclaves and cryptographic attestation to keep data in-country for government and regulated workloads. He points to the company's 72-node, InfiniBand-connected cluster in St. Louis as proof point, a brownfield data center retrofitted with direct liquid cooling to support Dell's Blackwell architecture. The conversation also explores how Alpha Compute is navigating industry headwinds, including hardware lead times and financing uncertainty, by leaning on Dell and NVIDIA for integrated supply, deployment and managed services. Richer breaks down the economics behind powering AI factories, from behind-the-meter energy deals to non-recourse financing structured through special purpose vehicles. He also unpacks how the shared responsibility model is evolving in the agentic era, with Alpha Compute managing everything below the OS while Dell extends support above it for enterprise clients. From earning NVIDIA NCP and Dell CSP partner status to fielding multiple deployments in the pipeline, Richer outlines a roadmap for how young, specialized NeoClouds can scale trust alongside hyperscalers. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Alpha Compute's Approach to Sovereign NeoClouds 02:27 - Sovereign Infrastructure With Enclaves and Blackwell 05:41 - Brownfield Data Center Power and Cooling Strategies 08:39 - Dell Hardware Supply, Financing, and Deployment Services 12:11 - NeoCloud Benefits, Hybrid Roles, and Support Accountability 15:45 - Shared Investment and Responsibility for AI Factories 19:43 - Earning Dell and NVIDIA Partner Status #theCUBE #DellTechnologiesSymposium #theCUBEresearch #NYSEWired #AlphaCompute #NeoCloud #SovereignAI

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