Michael Dell, founder, chairman, and chief executive officer of Dell Technologies Inc., joins theCUBE’s John Furrier and Dave Vellante at Dell Technologies World 2025 to share insights on Dell’s pivotal role in shaping the next era of AI and digital innovation. The conversation highlights how Dell’s legacy of navigating tech shifts — from web to mobile to AI — is anchoring its strategy to empower modern enterprises.
The discussion explores Dell’s concept of the “AI factory,” where data-rich operations drive transformative gains in productivity and competitiveness. Dell outlines how the company is enabling AI workloads across edge and core environments, supporting large-scale token deployments that reflect a turning point in enterprise IT strategy.
Michael Dell emphasizes the importance of democratizing AI to meet the needs of real-world business use cases. With 85% of enterprises planning to keep AI workloads on-prem, Dell Technologies is positioning itself at the forefront of a new, data-intelligent future, according to Dell.
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Michael Dell, Dell Technologies
Michael Dell, founder, chairman, and chief executive officer of Dell Technologies Inc., joins theCUBE’s John Furrier and Dave Vellante at Dell Technologies World 2025 to share insights on Dell’s pivotal role in shaping the next era of AI and digital innovation. The conversation highlights how Dell’s legacy of navigating tech shifts — from web to mobile to AI — is anchoring its strategy to empower modern enterprises.
The discussion explores Dell’s concept of the “AI factory,” where data-rich operations drive transformative gains in productivity and competitiveness. Dell outlines how the company is enabling AI workloads across edge and core environments, supporting large-scale token deployments that reflect a turning point in enterprise IT strategy.
Michael Dell emphasizes the importance of democratizing AI to meet the needs of real-world business use cases. With 85% of enterprises planning to keep AI workloads on-prem, Dell Technologies is positioning itself at the forefront of a new, data-intelligent future, according to Dell.
Michael Dell, founder, chairman, and chief executive officer of Dell Technologies Inc., joins theCUBE’s John Furrier and Dave Vellante at Dell Technologies World 2025 to share insights on Dell’s pivotal role in shaping the next era of AI and digital innovation. The conversation highlights how Dell’s legacy of navigating tech shifts — from web to mobile to AI — is anchoring its strategy to empower modern enterprises.
The discussion explores Dell’s concept of the “AI factory,” where data-rich operations drive transformative gains in productivity and co...Read more
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What is Michael Dell's view on the transition of factories into AI factories in relation to Dell Technologies' history and supply chain?add
What is the worthy ideal that Michael Dell has been pursuing since he started Dell?add
>> Hello. Welcome to theCUBE's Live coverage here at Dell Technology World. I'm John Furrier with Dave Vellante with theCUBE. Michael Dell's back in the hot seat here at theCUBE. Michael, great to see you, CEO of Dell Technologies. Great keynote. Blog post is already up. Welcome back to theCUBE. I think what it is our 10th, 11th, 12th straight year cover in Dell Tech World? Welcome back. What a journey.
Michael Dell
>> No one does it better than you guys. Thank you for always for being here and such in-depth coverage of our events and all the things going on in the industry.>> I had a moment on the keynote that you gave this morning when you were talking to Jensen around you guys were together during the PC revolution, the web, cloud, and now AI.
Michael Dell
>> Right.>> Dave and I have argued on the pod many times, which transition did Michael Dell handle better? Web? Mobile? So AI obviously huge.
Michael Dell
>> Oh, we're keeping score now?
Dave Vellante
>> Aren't we always?>> Well, I mean, you've seen this movie before. You've managed the transitions. You've built probably the best factories in the history of the computer industry. Look back at what Dell did in your early days, Dell Technologies, is that you had the supply chain, you basically built factories. Now they're turning into AI factories. So you got to have a perspective on this. What is your view of this AI factory? Yeah, data comes in, tokens go out. That's an oversimplified version. But having run factories to run Dell, now you've got AI factories. There's so much more scale. What's your perspective on that future?
Michael Dell
>> I think we're just at this enormous speed up moment for our species, and it's the beginning. When I look at how companies are able to unlock their data and accelerate their progress in everything that they're doing, it's just amazing how fast this is happening and I couldn't be more excited about it. And I do think there's a lot of work in re-architecting in order to do that. And that's the work we've been doing, particularly in the last couple of years.>> I think people look at Michael Dell and say, "Okay, he's a successful CEO." I was talking to Yvonne, the CFO, just a couple hours ago, and she was saying she was traveling with you and she said, "I was amazed at how Michael's using AI." You were basically showing her some tips and tricks on how to use AI. So my question is around your love of technology and how you're adopting AI and helping your own workplace modernize some of the things that we talked about in our little session today.
Michael Dell
>> So what we have done in our company is to say, "All right, given the change and the progress with these models and agents, what could our business look like in three years and five years?" And I am fascinated by all this technology and how it just allows us to tap into all the knowledge and insight and ideas that are out there and expands the creative window and the idea window in a big way. So I want us to be super aggressive internally in using that to be able to engineer products faster and get our dot releases coming faster, to be able to innovate and bring great improvements to customers, to enable our sales force to know more about the solutions that we have, to know more about their customers to solve problems for customers with support faster, to be able to have our supply chain work more effectively. Every company wants to do that. And so again, we're just at the beginning of this huge change, revolution. All of it requires enormous amounts of data, enormous amounts of compute. The model innovation is coming fast and furious, and what a great time to be alive.
Dave Vellante
>> We love data. You said in the keynote. We love data too, John.>> We're data hoarders. We love data. We'd love to get the data and share it with everyone here. "Intelligence factories are here," is what you said on stage. That's a quote.
Michael Dell
>> Intelligence factories.>> Intelligence factories are here, specialized deployment requiring precision engineering. You showed an example of a super deployment. That's my word. You didn't say super deployment.
Michael Dell
>> Right.>> But it was built to scale tens of trillions of tokens per month. We're seeing a massive shift to reasoning and inference. Obviously, we've talked about that before on theCUBE. That's driving more demand for tokens.
Michael Dell
>> Correct.>> That's changing what clustered systems and factories look like from a scope perspective. You also mentioned the edge. I want you to tie the dots there, connect the dots for us. You got the super deployments happening, but now you have scoping of these systems that have to support the tokens. Not everyone can be the massive, big cap-ex build out. But also the edge has been more intelligent. Smaller, faster, and smarter is coming on the edge too. Can you connect the dots between those factory sizing scope and the edge and how they work together? What's your vision around that innovation?
Michael Dell
>> If we dial back the clock of computing 30 years, there's always these debates on, okay, where is the power going to be? Where's the intelligence going to be? Is it going to be at the center? Is it going to be out there on the edge? What's the answer? It's both. It's always both. And what's happening now, it's absolutely both. Now, there is an enormous amount of data being created. We know what's the time in which the amount of data in the world doubles? It's not very long. And that time is shrinking all the time because just the sheer quantity of it is increasing so fast. So there was also this dirty little secret in the industry for a long time. What are we doing with all this data? Well, now we have tools. We can do things with it. So that's why all this is happening. And I do think a lot of it will happen in real time at the edge in physical devices, but you're also going to have these big models. That example that I showed of one of the large systems that we're building, we're actually building another one that is very similar in size. And we're deploying these right now. So there are a lot of customers that need all this power and the tens of trillions of tokens that I spoke about. What's really interesting is, a single system like that, and we're building more than one of them, would have been more tokens than the entire world would have produced not that long ago.>> Right.
Michael Dell
>> So this is happening at an exponential rate, and I do think the intelligence will be in your PC. It'll be in an NPU, in a GPU on a device like these Dell laptops. It'll be in your phone. It'll be in your car. It'll be in your factories. It'll be everywhere in the physical world. And, of course, it'll be in your data center activating all your data.
Dave Vellante
>> It's client server times 1,000. I like some of the numbers you put up today. You said that an AI operating system is going to power the world's economy to add $15 trillion by 2030, but to reach the potential, adoption must broaden. 85% of enterprises plan to move AI workloads on-prem in the next 24 months. You talked about Microsoft, Cohere, Meta, Google, ServiceNow, Mistral, Glean. These are interesting new partners for Dell. I wonder if you could talk about that. What's attracting them? And how do you think that's going to play out?
Michael Dell
>> Well, some of them are new partners and some are old friends we've been with for a long time.
Dave Vellante
>> You have Microsoft, of course.
Michael Dell
>> I think what's happening is everybody's rushing in because they see this. Let's step back and say, okay, the global economy, roughly half of it is a knowledge economy. And so that's roughly 30 to 40 trillion. Nobody's really quite sure. And so the idea of investing $1 trillion to make the 30 trillion more competitive, more productive, that's not actually very much. So you remember that there was a time a little while ago when people were like, "Oh, maybe they're investing too much in AI." No, not correct. The opportunity here is so big that maybe we were not investing enough. And so yeah, I think it will occur in lots of different forms. It will take all sorts of shapes and sizes, small companies, large companies, large models, small models, and it's going to be a big ecosystem of partners. In the last year, we created about 100 new solutions. These are reference platforms. They're blueprints. They're appliances. They're ways to get started, either directly with customers or with our partners, but we need a lot more of those in every vertical in order for this to realize its potential. But it's definitely happening and we're seeing it. That's why we have 3,000 of these Dell AI factories now.>> Michael, you've been doing great on the business front, S&P . You guys are a bellwether now in the industry. We're streaming this interview on our NYC Wired teammates, Brian Bauman in NYC. So you guys are setting the agenda. Your theme about Dell Street, Main Street comes together. It's not just tech that the impact of AI is. What's next with this innovation? Where does it start translating to enterprise value, Main Street value? I got my PC. Everything's personal now with AI. What's next? What's your innovation vision?
Michael Dell
>> Well, that's the frontier that we're on right now, which is, how does every organization use this to do whatever they're doing more effectively, whether it's manufacturing or retail or finance? And it's starting to happen. You'll hear some great additional stories tomorrow when Jeff and Arthur and Sam get on stage. We're in that phase where it's really broadening out.>> Go ahead.
Dave Vellante
>> I got a question. It's a weird question, but Earl Nightingale defines success. He said, "Success is the progressive realization of a worthy ideal," and I love that definition of success. So my question is, what is the worthy ideal that you have been pursuing, which obviously is successful, since you started Dell?
Michael Dell
>> Very simple. It's that technology enables human progress. That's what we started with, we're still on that journey, and I passionately believe that that's what technology does, and it'll keep doing it hopefully long after my time is gone, but that's not now. We've still got a lot to do. And look, I think the progress that's occurring in our world is pretty staggering, and it's all enabled by technology. So what more fun could there be than being in the center of all that?>> Michael, thank you so much for coming by theCUBE, as always. It's a great tradition, keep it going, and appreciate your kind words. Also, congratulations on your business success. For the folks watching right now, watching this video, if they look back in time, what's Dell Technology World 2025 mean in terms of the industry, you, and the company? Because it's going to change. If one thing is sure, we know the acceleration of change is coming fast. At this point in time, what should people think about where we are when we look back? What's it look like to you?
Michael Dell
>> We're making AI real. We're bringing it to the masses. It's going from something that only certain companies can have access to, to where it's really going to change and enable every business, every organization, every institution to accelerate their progress.>> As knowledge goes to agents and AI, the ability to solve problems seems to be the theme here. Michael, thank you for coming on. I appreciate it.
Michael Dell
>> Thank you.
Dave Vellante
>> Great to see you, Michael.>> Michael Dell, CEO of Dell Technologies, here inside theCUBE. I'm John Furrier with Dave Vellante with more live coverage after this short break.
Dave Vellante