In this episode of the AI Executive Brief, host Stephen Forté examines two stories that together define the current moment in enterprise AI: the private equity joint ventures locking in AI vendor relationships at the fund level, and Dell's transformation into the dominant AI infrastructure provider — told through the lens of a CFO who deploys the same technology his company sells.

This episode is essential listening for leaders, CEOs and operators evaluating AI vendor strategy, infrastructure investments, or governance frameworks for agentic deployment inside their organization.

• OpenAI and Anthropic PE joint ventures — What these deals actually are (capital allocation events, not vendor evaluations), who the partners are, and what the 17.5% guaranteed return signals about OpenAI' ...