Name: Dell Technologies World 2026
Start: 2026-05-19T01:00:00.000Z
End: 2026-05-20T23:30:00.000Z

Tuesday, May 19 (UTC)

May 20

ON DEMAND

Sri Ambati, H2O.ai & Satish Iyer, Dell

In this interview from Dell Technologies World 2026 in Las Vegas, Sri Ambati, founder and chief executive officer of H2O.ai, joins Satish Iyer, head chief technology officer of ecosystems and startups at Dell Technologies, to talk with theCUBE + NYSE Wired's Gemma Allen about how the Dell and H2O.ai partnership is accelerating the enterprise shift from AI experimentation to full-scale production. Iyer outlines Dell's deliberate strategy of integrating innovative AI startups into its AI factory, underscoring that enterprise challenges can only be solved through ecosystem collaboration. Ambati dives into the emerging tokenomics problem — where top developers are burning upward of $1,000 per day on tokens — and explains how H2O.ai is building orchestration layers that route workloads to the right model at the right size, shifting cost-intensive customers onto on-prem Dell AI factories running small language models, including the newly released TABH2O Tableau foundation model trained on more than six million synthetic datasets.

The conversation also explores the growing pull toward edge AI and sovereign deployments, with Iyer detailing how Dell is bringing AI to where customer data is generated — from industrial mining sites and healthcare facilities to laptops and mobile devices. Ambati highlights the geopolitical urgency behind on-prem adoption, noting that customers ranging from AT&T and Goldman Sachs to Commonwealth Bank of Australia are building AI-native assets to achieve predictable spend and data sovereignty. He also unpacks the vertical AI opportunity, where purpose-built agents for fraud prevention, predictive hedging and supply chain forecasting are proving far more powerful than generic platform models. From a hurricane prediction model that anticipated infrastructure damage from the Palisades fire to a Space Force deployment predicting launch readiness, Ambati outlines a vision for AI that serves humanity — and positions the Dell-H2O.ai partnership as the trusted infrastructure underpinning that ambition.

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Sri Ambati
Founder & CEO H2O.ai

Satish Iyer
Vice President, Emerging Services Dell Technologies
ON DEMAND

Mike Darby, AMD

In this interview from Dell Technologies World, Mike Darby of AMD joins theCUBE + NYSE Wired's Gemma Allen to discuss AMD's expanding enterprise AI hardware portfolio and its deepening partnership with Dell to bring accessible, high-performance GPU solutions into mainstream data centers. Darby walks through the Instinct MI350X Series on the booth floor, spotlighting the 355X — an eight-way configuration with 2.3 terabytes of HBM available in both air-cooled and liquid-cooled Dell PowerEdge configurations. He points to Dell's Customer Solution Center as a live remote POC environment that removes the need to purchase hardware before proving it works, and references a six-hour rack deployment benchmark cited by Dell's Jeff Clarke earlier in the day.

The conversation also explores the MI350P, a PCIe GPU built for mainstream enterprise servers — delivering 144 gigabytes of HBM3E memory at 450 watts in a standard 2U platform and supporting FP4, MP6 and native FP64 workloads. Darby explains how ROCm 7 and AMD Inference Microservices deliver out-of-box performance on leading open-weight AI models, lowering the barrier to enterprise adoption without requiring deep software expertise. He makes the case that the enterprise AI opportunity is comparable in scale to the early cloud market, and that AMD's integration into Dell's modular AI Factory — combined with flexible hybrid and on-prem deployment options — opens the aperture to a far broader base of customers. From inference latency and tokenomics to data sovereignty and hybrid flexibility, Darby outlines why the AMD-Dell partnership is built to meet enterprises at every stage of the AI buildout.

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Mike Darby
Senior Manager, Business Development AMD
ON DEMAND

Mary Ann Anderson, Microsoft

In this interview from Dell Technologies World, Mary Ann Anderson, global marketing leader and head of the Dell partnership at Microsoft, joins theCUBE + NYSE Wired's Gemma Allen to discuss the deepening Dell-Microsoft alliance and how the two companies are helping enterprises move from AI experimentation to confident, production-scale deployment. Anderson, attending her first Dell Technologies World after 25 years at Microsoft, describes the partnership as stronger than ever in the agentic AI era. She explains how Windows and Copilot+ PCs built by Dell have become central to Microsoft's commercial strategy and stresses that organizations of all sizes need to start their AI journey now to avoid falling behind. Anderson frames AI adoption as a cultural shift as much as a technology investment — one that demands secure tooling and governance from the outset.

The conversation also explores how Microsoft and Dell are equipping mid-market organizations with the tools to adopt AI responsibly. Anderson highlights security as a critical barrier, noting that many enterprises fear AI will expose sensitive data and systems without proper governance in place. She explains how the joint platform addresses that concern through built-in oversight and compliance capabilities. Anderson also touches on the economics of on-device inference, noting that Copilot+ PCs can reduce token costs by processing AI locally rather than routing workloads to the cloud. From upcoming announcements at Microsoft Build to the growing role of the AI PC as a primary enterprise endpoint, she outlines how the Dell-Microsoft partnership is positioned to accelerate customer outcomes well into 2027.

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Mary Ann Anderson
WW Marketing Director, Dell Partnership at Microsoft Microsoft
ON DEMAND

Kevin Johnson & Rob Rollinger, Bud Ecosystem Inc.

In this interview from Dell Technologies World 2026, Kevin Johnson, co-founder and chief operating officer of Bud Ecosystem, and Rob Rollinger, head of marketing at Bud Ecosystem, join theCUBE's John Furrier and Dave Vellante to discuss how enterprises are moving beyond fragmented AI tools toward unified, full-stack platforms built for production agentic workloads. Rollinger describes Bud Ecosystem's complete stack — spanning silicon through training, inference and governance to agent orchestration — deployable on Dell AI Foundry on-prem or in the cloud. Johnson explains that the highest-value AI outcomes come not from bolt-on tools but from re-architecting enterprise workflows entirely, with a platform capable of reducing AI infrastructure costs by up to 80%. Both guests frame the enterprise challenge as one of simplification: too many stove-piped tools, too little centralized control.

The conversation also explores how legacy systems — HCM, ERP and CRM — were built for querying, not real-time machine intelligence, and how the agentic era is forcing a fundamental rethink of enterprise architecture. Rollinger outlines how leading deployments assign distinct roles across agent layers — orchestrators, quality control agents and gatekeepers — to balance autonomy with accountability. Johnson points to the Bud Ecosystem Enterprise AI Management Platform as a unified control and data plane capable of governing thousands of agents across environments, from large-scale AI factories down to individual Dell Pro Max endpoints, without sacrificing security or compliance. From navigating the economics of distributed hybrid architectures to protecting data as the irreplaceable core of enterprise intelligence, the discussion offers a practical roadmap for organizations ready to move from experimentation to full-scale AI production.

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Kevin Johnson
COO Bud Ecosystem Inc.

Rob Rollinger
Head of Global Marketing Bud Ecosystem
ON DEMAND

David Kennedy, Dell Technologies

In this interview from Dell Technologies World, David Kennedy, chief financial officer of Dell Technologies, joins theCUBE's John Furrier and Dave Vellante to discuss how Dell is translating record AI demand into durable, long-term growth across its full-stack infrastructure portfolio. Kennedy highlights Dell's FY26 performance — $113 billion in revenue and more than 5,000 AI factories now deployed across neoclouds, sovereign entities and enterprises — as a signal that AI infrastructure investment is accelerating, not leveling off. He details $64 billion in AI demand booked last year, with $34 billion concentrated in Q4 alone, and explains how Dell's financial services arm and treasury relationships are helping customers secure the capital needed to fund the build-out, positioning Dell as a strategic enabler as much as a hardware provider.

The conversation also explores the financial levers behind Dell's valuation expansion, including its commitment to doubling EPS again under a long-term framework running to FY30 and returning 80% of free cash flow to shareholders. Kennedy touches on the looming PC refresh cycle, noting that hundreds of millions of machines still running Windows 10 on aging hardware represent a significant untapped opportunity for Dell's AI PC portfolio. He also underscores the competitive depth of Dell's supply chain — spanning consumer devices to the world's largest data centers — as a core moat in an era of constrained components like DRAM and NAND. From urging CFO peers to start with clean, trusted data before layering on agentic use cases, to balancing fiduciary discipline with explosive infrastructure demand, Kennedy outlines why Dell is well-positioned to capture the full economic upside of the AI era.

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David Kennedy
EVP, Chief Financial Officer Dell Technologies
ON DEMAND

John Roese, Dell Technologies

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John Roese
Global Chief Technology Officer & Chief AI Officer Dell Technologies
ON DEMAND

Jon Siegal, Dell Technologies & Mary Ann Anderson, Microsoft

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Jon Siegal
SVP, Product Marketing Dell Technologies

Mary Ann Anderson
WW Marketing Director, Dell Partnership at Microsoft Microsoft
ON DEMAND

Kenny Lowe, Dell Technologies & Raghu Venkataraman, Microsoft

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Kenny Lowe
Technical Staff, Cloud Platforms Evangelism & Enablement Lead Dell Technologies

Raghu Venkataraman
Principal Product Manager Microsoft
ON DEMAND

Caitlin Gordon & Travis Vigil, Dell Technologies

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Caitlin Gordon
VP, Product Management Dell Technologies

Travis Vigil
SVP, ISG Product Management Dell Technologies
ON DEMAND

Sam Grocott, Dell Technologies & Dave Morin, Offline Ventures

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Sam Grocott
SVP, Product Marketing Dell Technologies

Dave Morin
Co-Founder & Managing Partner Offline Ventures
ON DEMAND

Suresh Andani, AMD & Melissa Crichton, Dell Technologies

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Suresh Andani
VP of Business Development Enterprise AI AMD

Melissa Crichton
VP, Server & AI Solutions Dell Technologies
ON DEMAND

Michael Dell, Dell Technologies

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Michael Dell
Founder, Chairman & CEO Dell Technologies
ON DEMAND

Arthur Lewis, Dell Technologies

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Arthur Lewis
President, Infrastructure Solutions Group Dell Technologies
ON DEMAND

Varun Chhabra & Rajesh Rajamaran, Dell Technologies

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Varun Chhabra
SVP, Product Marketing Dell Technologies

Rajesh Rajamaran
VP CTO Dell Storage, Data platform & Data Protection Dell Technologies
ON DEMAND

Jeff Clarke, Dell Technologies

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Jeff Clarke
Chief Operating Officer & Vice Chairman Dell Technologies
ON DEMAND

Bob Ward, Microsoft & Robert Sonders, Dell Technologies

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Bob Ward
Principal Architect Microsoft

Rob Sonders
Technical Staff Engineering Technologist Dell Technologies
ON DEMAND

Geraldine Tunnell, Dell Technologies

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Geraldine Tunnell
CMO Dell Technologies
ON DEMAND

Rob Bruckner, Dell Technologies

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Rob Bruckner
President, CSG Commercial Dell Technologies
ON DEMAND

Charlie Walker & Marc Hammons, Dell Technologies

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Charlie Walker
Head of Product for Dell Pro Max Workstations & Rugged Dell Technologies

Marc Hammons
Sr. Distinguished Engineer Dell Technologies