<p>【拉斯维加斯】戴尔科技首席执行官迈克尔·戴尔在 2026 年戴尔科技大会上表示，代理型人工智能的快速增长加剧了供应链问题。</p>
<p>他补充道：“如果不是因为这种代理运动，我们可能会在明年下半年看到更好的需求与供应平衡。”</p>
<p>代理型人工智能指的是能够在没有人类干预的情况下规划和执行任务的自主人工智能代理。</p>
<p>戴尔在年度会议上表示，建立半导体工厂需要时间，而来自人工智能以及现在的代理型人工智能的需求显著增长，推动需求超出供应。确保供应链能够满足客户需求一直是这家 IT 公司的首要任务，而这种规模在这方面有所帮助。</p>
<p>戴尔科技正在应对一个充满挑战的环境，通货膨胀压力已经超越了组件，蔓延到原材料，甚至在中东冲突开始后影响到物流。为了缓解这些挑战，客户被提前参与，以确定他们的需求并优化供应以满足这些需求。</p>
<p>首席执行官表示：“对于我们重要的客户，我们能够创建一个框架与他们合作，确保他们能够获得所需的供应。”</p>
<h3>在新的全球秩序中导航亚洲</h3>
<p>将洞察力送到您的邮箱。</p>
<p>在亚洲，由于向该地区供应尖端机器的地缘政治挑战，戴尔科技将继续向客户提供他们所需的产品，同时遵守美国设定的监管合规义务。</p>
<p>戴尔科技的首席运营官杰夫·克拉克表示，亚洲的客户将像美国或欧洲的其他客户一样获得供应，戴尔科技正在为该地区的一些大型人工智能建设提供支持。</p>
<p>首席执行官补充道：“有趣的是，这种需求是多么普遍；它存在于我们被允许销售的每个国家。”</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e243d5d9dce2f706bd42bf5c6ca5c3bae0c3ab2300204d31cff2b21ce0f4cbcf/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e243d5d9dce2f706bd42bf5c6ca5c3bae0c3ab2300204d31cff2b21ce0f4cbcf/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>SK 海力士面临来自大型科技公司的前所未有的芯片供应订单</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/742b5dfeaa70303f6b34e21acedbbf400ca906765e72f48d2d5dd8383ea4991c/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/742b5dfeaa70303f6b34e21acedbbf400ca906765e72f48d2d5dd8383ea4991c/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>三星因人工智能支出狂潮，芯片利润飙升 48 倍</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6a82039152bab00511573d7a772e680c74f44070d48effe1a6bf385d80f24c6f/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6a82039152bab00511573d7a772e680c74f44070d48effe1a6bf385d80f24c6f/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>ASML 上调 2026 年预测，因人工智能芯片需求激增推动新订单</h3>
<p>对于应对新就业环境的应届毕业生，他建议采取杠铃策略，将资源分配到两个极端。这意味着能够进行推理和判断，同时仍然理解基础科学并独立解决问题。</p>
<p>他们还需要具备资源利用能力，使用提供给他们的人工智能工具。戴尔表示，这种结合是 “魔法总会发生的地方”。戴尔科技新聘用的应届毕业生作为人工智能原住民，不需要适应曲线即可开始使用人工智能工具。</p>
<p>他补充道：“他们不需要被说服去使用我们提供的所有工具；他们渴望这些工具，并且在推动我们，而我们也在向他们学习。”</p>
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戴尔科技-C

SOXQ

半导体 ETF - VanEck Vectors

<p>戴尔科技首席执行官迈克尔·戴尔表示，代理型人工智能的快速增长加剧了供应链问题，影响了供需平衡。他强调在通货膨胀压力和地缘政治挑战下，确保供应链的重要性，特别是在亚洲。戴尔指出，及早与客户互动有助于优化供应以满足需求，并强调了各地区对人工智能的普遍需求。他还讨论了新毕业生有效利用人工智能工具的准备情况</p>

<p>[LAS VEGAS] The rapid growth of agentic artificial intelligence has exacerbated supply chain issues, said Dell Technologies CEO Michael Dell at Dell Technologies World 2026.</p>
<div class="lb-trans"><p>【拉斯维加斯】戴尔科技首席执行官迈克尔·戴尔在 2026 年戴尔科技大会上表示，代理型人工智能的快速增长加剧了供应链问题。</p>
</div><p>“If it had not been for this agentic movement, we would probably see much better demand supply equilibrium in the second half of next year,” he added.</p>
<div class="lb-trans"><p>他补充道：“如果不是因为这种代理运动，我们可能会在明年下半年看到更好的需求与供应平衡。”</p>
</div><p>Agentic AI refers to autonomous AI agents that can plan and execute tasks without human intervention.</p>
<div class="lb-trans"><p>代理型人工智能指的是能够在没有人类干预的情况下规划和执行任务的自主人工智能代理。</p>
</div><p>Building semiconductor factories takes time while demand from AI and now agentic AI has grown significantly, driving demand beyond supply, said Dell at the annual conference. Securing the supply chain to fulfill customer demand has been a top priority for the IT company, and this scale has helped in this regard.</p>
<div class="lb-trans"><p>戴尔在年度会议上表示，建立半导体工厂需要时间，而来自人工智能以及现在的代理型人工智能的需求显著增长，推动需求超出供应。确保供应链能够满足客户需求一直是这家 IT 公司的首要任务，而这种规模在这方面有所帮助。</p>
</div><p>Dell Technologies is navigating a challenging environment where inflationary pressures are going beyond components to raw materials and now logistics after the start of the Middle East conflict. To mitigate some of these challenges, customers are being engaged earlier to figure out their demand and to optimise supply to meet it.</p>
<div class="lb-trans"><p>戴尔科技正在应对一个充满挑战的环境，通货膨胀压力已经超越了组件，蔓延到原材料，甚至在中东冲突开始后影响到物流。为了缓解这些挑战，客户被提前参与，以确定他们的需求并优化供应以满足这些需求。</p>
</div><p>“For our important customers, we are able to create a framework to work with them where they are assured access to the supply they need,” said the CEO.</p>
<div class="lb-trans"><p>首席执行官表示：“对于我们重要的客户，我们能够创建一个框架与他们合作，确保他们能够获得所需的供应。”</p>
</div><h3>Navigate Asia in  a new global order</h3>
<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
</div><p>Get the insights delivered to your inbox.</p>
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</div><p>In Asia where there are geopolitical challenges in supplying cutting edge machines to the region, Dell Technologies will continue to supply customers with what they need, while adhering to regulatory compliance obligations set by the US.</p>
<div class="lb-trans"><p>在亚洲，由于向该地区供应尖端机器的地缘政治挑战，戴尔科技将继续向客户提供他们所需的产品，同时遵守美国设定的监管合规义务。</p>
</div><p>Customers in Asia will be supplied like any other customer in the US or Europe, with Dell Technologies supplying some of the largest AI build-outs in the region, said COO Jeff Clarke.</p>
<div class="lb-trans"><p>戴尔科技的首席运营官杰夫·克拉克表示，亚洲的客户将像美国或欧洲的其他客户一样获得供应，戴尔科技正在为该地区的一些大型人工智能建设提供支持。</p>
</div><p>The CEO added: “One of the interesting things about this is how universal the demand is; it’s in every country we’re allowed to sell in.”</p>
<div class="lb-trans"><p>首席执行官补充道：“有趣的是，这种需求是多么普遍；它存在于我们被允许销售的每个国家。”</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e243d5d9dce2f706bd42bf5c6ca5c3bae0c3ab2300204d31cff2b21ce0f4cbcf/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/e243d5d9dce2f706bd42bf5c6ca5c3bae0c3ab2300204d31cff2b21ce0f4cbcf?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies</h3>
<div class="lb-trans"><h3>SK 海力士面临来自大型科技公司的前所未有的芯片供应订单</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/742b5dfeaa70303f6b34e21acedbbf400ca906765e72f48d2d5dd8383ea4991c/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/742b5dfeaa70303f6b34e21acedbbf400ca906765e72f48d2d5dd8383ea4991c?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Samsung’s chip profit soars 48-times due to AI spending frenzy</h3>
<div class="lb-trans"><h3>三星因人工智能支出狂潮，芯片利润飙升 48 倍</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6a82039152bab00511573d7a772e680c74f44070d48effe1a6bf385d80f24c6f/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/6a82039152bab00511573d7a772e680c74f44070d48effe1a6bf385d80f24c6f?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>ASML lifts 2026 forecast as surging AI chip demand boosts new orders</h3>
<div class="lb-trans"><h3>ASML 上调 2026 年预测，因人工智能芯片需求激增推动新订单</h3>
</div><p>As for fresh graduates navigating the new employment environment, he advises them to take a barbell approach, which allocates resources to two extremes of the spectrum. This means to be able to reason and make judgments, while still understanding the fundamental science and problem solve on their own.</p>
<div class="lb-trans"><p>对于应对新就业环境的应届毕业生，他建议采取杠铃策略，将资源分配到两个极端。这意味着能够进行推理和判断，同时仍然理解基础科学并独立解决问题。</p>
</div><p>They would also need to be resourceful and utilise the AI tools that are offered to them. This combination is “where the magic will always occur”, said Dell. The fresh graduates that Dell Technologies have hired are coming in as AI natives, with no adoption curve needed to start using AI tools.</p>
<div class="lb-trans"><p>他们还需要具备资源利用能力，使用提供给他们的人工智能工具。戴尔表示，这种结合是 “魔法总会发生的地方”。戴尔科技新聘用的应届毕业生作为人工智能原住民，不需要适应曲线即可开始使用人工智能工具。</p>
</div><p>“They don’t have to be convinced that they should be using all the tools that we’re putting in front of them; they’re hungry for the tools, and they’re pushing us and we’re learning from them,” he added.</p>
<div class="lb-trans"><p>他补充道：“他们不需要被说服去使用我们提供的所有工具；他们渴望这些工具，并且在推动我们，而我们也在向他们学习。”</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击这里注册以获取解码亚洲通讯。送到您的邮箱。免费。</p>
</div>

Agentic AI 的增长正在加剧供应链问题：戴尔科技 CEO