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Dell CTO thinks company knowledge, not AI models, is the edge

Dell operates agents without human control for near 2 years and puts its knowledge into text files.

John Roese, chief technology officer of Dell, thinks that a company that uses agents without a change in its organization gets a small result. Roese thinks that the edge of a company is its special knowledge, not its tools or models, and skill files hold this knowledge. Dell gave no numbers or test results to show this.

How it works

Experts write the practices of Dell into skill files. These are Markdown files, which are text only. An agent that reads a skill file works by the rules that make Dell different, for example in code, deal price or customer support.

The proof

Roese spoke at the Dell Technologies New York Symposium. Roese gave no numbers and no test results. The claim is from the use of agents in Dell.

What is not known

The source has no other view. Dell has an AI Factory, which it gives as a method to close the difference between AI goals and results. Roese thinks that firms can use frontier models and open models, but must keep their knowledge in the company.

Insight: The fight moves to who holds company knowledge

Dell tells firms to keep skill files in the company. Pax8 has isolated memory for each customer on its agent control tool. These 2 read as a contest for the layer that holds the special knowledge of a firm, and this also reads as good for Dell. Find where your skill files are, who is the owner and if you can move them.

Sources

  1. Dell sees company knowledge, not AI models, as its competitive edgesiliconangle.com
AI MATTER · NEWS · AI MATTER · NEWS ·20 OCT2026

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