Michael DellChairman & CEO, Dell Technologies Inc. (DELL)
8 recorded appearances
Dell described what separates companies that move AI from proof-of-concept into production — an internal adoption playbook, model diversity, and a shift back toward on-prem inference.
Dell put the current AI era alongside electricity and the web in significance, and said enterprises are moving from AI experimentation into full-scale production deployment.
Joint interview with Jensen Huang on agentic AI workloads, the memory supply squeeze driving system costs, and the outlook for the China market.
Dell's 'abundant intelligence is here' keynote unveiled the next-gen Dell AI Factory with Nvidia, PowerEdge XE servers on Rubin, Dell PowerRack and Exascale Storage, arguing AI has moved into the operational core of the enterprise.
A live founder conversation covering Dell's history of reinvention, the economics of the AI server business, and how he views the current capex cycle.
Dell said AI demand continues to run ahead of available supply and touched on geopolitics affecting the supply chain.
A long-form founder interview covering the dorm-room start, the direct-sales model, the 2013 take-private and the return to public markets.
Dell described AI adoption as broad-based rather than concentrated, and flagged energy and compute availability as the practical limiters.