Kyle Dufresne, Dell Technologies
In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, Kyle Dufresne, senior vice president of sales at Dell Technologies, joins theCUBE + NYSE Wired's Dave Vellante to discuss how enterprise AI adoption is being reshaped by data readiness, cost and infrastructure economics. Dufresne notes Dell has implemented more than 6,500 AI Factories, a framework that helps customers prioritize use cases based on which data is ready and where value can be unlocked fastest. He points to a dramatic shift in token generation from frontier to open models in just three months, driven entirely by cost. Dufresne also details how inference workloads are migrating toward the edge, even as training continues to accelerate in parallel. The conversation also explores how Dell is applying AI internally, with its sales organization seeing 20-25% productivity gains across tens of thousands of reps, and its services teams using a "Next Best Action" capability built on trusted, well-structured data. Dufresne addresses the economics squeezing the market, including memory shortages where demand is outpacing new supply by a wide margin, forcing customers to lock in pricing and plan capital investment more deliberately. He connects rising capital expenditure to workforce growth rather than replacement, pointing to new productivity gains from engineers deploying agents that launch other agents. Dufresne also reflects on how Dell's EMC integration a decade ago built the cultural trust now underpinning its AI partnerships. From navigating global supply chains to preparing for Dell's AI Factory-focused Symposium event, Dufresne outlines why he sees the next decade as the most consequential in his 25 years at the company.