Latest news with #DellAI
Globe and Mail
23-05-2025
- Business
- Globe and Mail
Dell Just Scored Deeper Nvidia Ties. Should You Buy DELL Stock Now?
Dell (DELL) has underperformed its tech peers over the past year, despite its investments in artificial intelligence and performance of its AI server business. Shares are down nearly 30% over the past 52 weeks, while Nvidia (NVDA) is up nearly 30%. However, its latest announcement to join forces with powerhouse Nvidia could change that. The company announced that it would partner with Nvidia to unveil its latest Dell AI Factory. CEO Michael Dell said 'Our job is to make AI more accessible. With the Dell AI Factory with NVIDIA, enterprises can manage the entire AI lifecycle across use cases, from training to deployment, at any scale.' This latest announcement reflects a 'deepening' of its collaboration with Nvidia. Is this enough for investors to make Dell stock a part of their portfolios? Dell Is Down for the Year (Albeit Modestly) On a 5-year basis, DELL stock has rallied more than 350% as Covid-induced lockdowns led to soaring demand for its products. However, in the recent past, the share price performance has been lackluster. The stock is down more than 3% in the year-to-date and close to 30% over the past 52 weeks. Mixed Q4 (With Some Worrying Signs) Dell's numbers for the latest quarter were a mixed bag, with earnings surpassing Street expectations but revenues missing. The company reported total net revenues of $23.9 billion, up 7% from the previous year. Yet, it missed the consensus estimate of $24.57 billion. Earnings surged by 30% on a year-over-year basis to $2.68 per share, exceeding expectations of $2.52 per share. Notably, this marked the ninth consecutive quarter of earnings beats from the company. Cash flow from operations for the quarter came in at $585 million, 68% lower than the previous year's figure of $1.5 billion. Dell ended the quarter with a cash balance of $3.6 billion, lower than its short-term debt levels of $5.2 billion. In terms of guidance, Dell expects revenue to be between $101 billion and $105 billion, up 8% year over year at the midpoint of $103 billion. For Q1, the company expects revenue of between $22.5 billion and $23.5 billion, up 3% year over year at the midpoint of $23 billion. Encouraging Drivers Enthusiasm surrounding the company is largely fueled by the strength and momentum of its forward-looking strategies. To begin with, Dell's AI server business continues to impress, underpinned by a $9 billion backlog and a rapidly expanding deal pipeline. These figures strongly suggest that the company is well on track to surpass its projected $15 billion shipment floor in its fiscal 2026. Since the debut of the flagship 9680 platform, this backlog has been growing every quarter, fueled by rising interest from both cloud service providers and enterprise clients. Another powerful tailwind is the expected replacement cycle tied to the end of Windows 10 support, scheduled for October 2025. This event is likely to unlock a wave of deferred commercial PC upgrades, and Dell is positioned to be a primary beneficiary. The company's Client Solutions Group has already posted three straight quarters of rising commercial demand, and signs point to further acceleration as businesses prepare to modernize their aging systems. With next-generation AI PCs entering the market and Dell holding the top spot in commercial AI PC share, the company is well-placed to capture a disproportionate portion of this pent-up refresh demand in the first half of next year. Further, Dell's strategic relationship with Nvidia is another key differentiator. The collaboration involves integrating Nvidia's most advanced GPUs into Dell's PowerEdge server lineup. This partnership gives Dell a competitive edge in supplying AI-optimized infrastructure tailored for training, inference, and large-scale data applications. As Nvidia continues to see overwhelming demand for its chips, Dell remains a key partner riding the broader wave of AI-driven computing needs. Meanwhile, Dell's Infrastructure Solutions Group (ISG) also continues to be a critical growth lever. Current projections suggest Dell's AI server shipments could climb to $15 billion in the current fiscal year, up from $10 billion the year before. From a valuation standpoint, Dell appears attractively priced relative to its peers. The stock trades at a forward price-earnings ratio of 14.2x, a price-sales ratio of 0.82x, and a price-cashflow of 14.4x — all of which are well below the sector averages. These discounted multiples, combined with Dell's strategic execution and exposure to structural growth trends, present a compelling narrative for long-term investors. Analyst Opinions on DELL Stock Keeping these factors in mind, analysts have deemed DELL stock a 'Strong Buy' with a mean target price of $130.72. This indicates upside potential of about 17% from current levels. Out of 20 analysts covering the stock, 15 have a 'Strong Buy' rating, two have a 'Moderate Buy' rating, and three have a 'Hold' rating.
Zawya
23-05-2025
- Business
- Zawya
Dell Technologies fuels Enterprise AI Innovation with infrastructure, solutions and services
Powerful AI infrastructure and solutions, backed by a broad partner ecosystem and global services, empower organizations to embrace applications from building foundational models to running agentic AI Dubai, UAE – Dell Technologies (NYSE: DELL), the world's No. 1 provider of AI infrastructure,1 announces Dell AI Factory advancements, including powerful and energy-efficient AI infrastructure, integrated partner ecosystem solutions and professional services to drive simpler and faster AI deployments. Why it matters AI is now essential for businesses, with 75% of organizations saying AI is key to their strategy2 and 65% successfully moving AI projects into production.3 However, challenges like data quality, security concerns and high costs can slow progress. The Dell AI Factory approach can be up to 62% more cost effective for inferencing LLMs on-premises than the public cloud4 and helps organizations securely and easily deploy enterprise AI workloads at any scale. Dell offers the industry's most comprehensive AI portfolio designed for deployments across client devices, data centers, edge locations and clouds.5 More than 3,000 global customers across industries are accelerating their AI initiatives with the Dell AI Factory.6 Dell infrastructure advancements help organizations deploy and manage AI at any scale Dell introduces end-to-end AI infrastructure to support everything from edge inferencing on an AI PC to managing massive enterprise AI workloads in the data center. Dell Pro Max AI PC delivers industry's first enterprise-grade discrete NPU in a mobile form factor7 The Dell Pro Max Plus laptop with Qualcomm® AI 100 PC Inference Card is the world's first mobile workstation with an enterprise-grade discrete NPU.8 It offers fast and secure on-device inferencing at the edge for large AI models typically run in the cloud, such as today's 109-billion-parameter model. The Qualcomm AI 100 PC Inference Card features 32 AI-cores and 64 GB memory, providing power to meet the needs of AI engineers and data scientists deploying large models for edge inferencing. Dell redefines AI cooling with innovations that reduce cooling energy costs by up to 60%9 The industry-first Dell PowerCool Enclosed Rear Door Heat Exchanger (eRDHx) is a Dell-engineered alternative to standard rear door heat exchangers. Designed to capture 100% of IT heat generated with its self-contained airflow system, the eRDHx can reduce cooling energy costs by up to 60%10 compared to currently available solutions. With Dell's factory integrated IR7000 racks equipped with future-ready eRDHx technology, organizations can: Significantly cut costs and eliminate reliance on expensive chillers given the eRDHx operates with water temperatures warmer than traditional solutions (between 32 and 36 degrees Celsius). Maximize data center capacity by deploying up to 16% more racks11 of dense compute, without increasing power consumption. Enable air cooling capacity up to 80 kW per rack for dense AI and HPC deployments.12 Minimize risk with advanced leak detection, real-time thermal monitoring and unified management of all rack-level components with the Dell Integrated Rack Controller. Dell PowerEdge servers with AMD GPUs maximize performance and efficiency Dell PowerEdge XE9785 and XE9785L servers will support AMD Instinct™ MI350 series GPUs, which offer 288 GB of HBM3E memory per GPU and deliver up to 35 times greater13 inferencing performance.14 Available in liquid-cooled and air-cooled configurations, the servers will reduce facility cooling energy costs. Dell advancements power efficient and secure AI deployments and workflows Because AI is only as powerful as the data that fuels it, organizations need a platform designed for performance and scalability. The Dell AI Data Platform updates improve access to high quality structured, semi-structured and unstructured data across the AI lifecycle. Dell Project Lightning is the world's fastest parallel file system per new testing, delivering up to two times greater throughput than competing parallel file systems.15 Project Lightning will accelerate training time for large-scale and complex AI workflows. Dell Data Lakehouse enhancements simplify AI workflows and accelerate use cases — such as recommendation engines, semantic search and customer intent detection — by creating and querying AI-ready datasets. 'We're excited to work with Dell to support our cutting-edge AI initiatives, and we expect Project Lightning to be a critical storage technology for our AI innovations,' said Dr. Paul Calleja, director, Cambridge Open Zettascale Lab and Research Computing Services, University of Cambridge. With additional portfolio advancements, organizations can: Lower power consumption, reduce latency and boost cost savings for high performance computing (HPC) and AI fabrics with Dell Linear Pluggable Optics. Increase trust in the security of their AI infrastructure and solutions with Dell AI Security and Resilience Services, which provide full stack protection across AI infrastructure, data, applications and models. Dell expands AI partner ecosystem with customizable AI solutions and applications Dell is collaborating with AI ecosystem players to deliver tailored solutions that simply and quickly integrate into organizations' existing IT environments. Organizations can: Enable intelligent, autonomous workflows with a first-of-its-kind on-premises deployment of Cohere North, which integrates various data sources while ensuring control over operations. Securely run scalable AI agents and enterprise search on-premises with Glean. Dell and Glean's collaboration will deliver the first on-premises deployment architecture for Glean's Work AI platform.16 Innovate where the data is with Google Gemini and Google Distributed Cloud on-premises available on Dell PowerEdge XE9680 and XE9780 servers. Prototype and build agent-based enterprise AI applications with Dell AI Solutions with Llama, using Meta's latest Llama Stack distribution and Llama 4 models. Build and deploy secure, customizable AI applications and knowledge management workflows with solutions jointly engineered by Dell and Mistral AI. The Dell AI Factory also expands to include: Advancements to the Dell AI Platform with AMD add 200G of storage networking and an upgraded AMD ROCm open software stack for organizations to simplify workflows, support LLMs and efficiently manage complex workloads. Dell and AMD are collaborating to provide Day 0 support and performance optimized containers for AI models such as Llama 4. The new Dell AI Platform with Intel helps enterprises deploy a full stack of high performance, scalable AI infrastructure with Intel® Gaudi® 3 AI accelerators. Dell also announced advancements to the Dell AI Factory with NVIDIA and updates to Dell NativeEdge to support AI deployments and inferencing at the edge. Perspectives 'It has been a non-stop year of innovating for enterprises, and we're not slowing down. We have introduced more than 200 updates to the Dell AI Factory since last year,' said Jeff Clarke, chief operating officer, Dell Technologies. 'Our latest AI advancements — from groundbreaking AI PCs to cutting-edge data center solutions — are designed to help organizations of every size to seamlessly adopt AI, drive faster insights, improve efficiency and accelerate their results.' 'We leverage the Dell AI Factory for our oceanic research at Oregon State University to revolutionize and address some of the planet's most critical challenges," said Christopher M. Sullivan, director of Research and Academic Computing for the College of Earth, Ocean and Atmospheric Sciences, Oregon State University. "Through advanced AI solutions, we're accelerating insights that empower global decision-makers to tackle climate change, safeguard marine ecosystems and drive meaningful progress for humanity." Availability: Dell Pro Max Plus laptop with Qualcomm AI 100 PC Inference Card will be available later this year. Dell PowerEdge XE9785 and XE9785L servers with AMD Instinct™ MI350 Series GPUs will be available in 2H 2025. The Dell PowerCool Enclosed Rear Door Heat Exchanger (eRDHx) and Dell Integrated Rack Controller will be available in 2H 2025. Dell Project Lightning is available in private preview for select customers and partners now. Dell Data Lakehouse updates will be available beginning in July 2025. Dell Linear Pluggable Optics is available now. Dell AI Security and Resiliency Services will be available in select countries in June 2025. Dell AI Platform with AMD advancements are available in select countries today. Dell AI Platform with Intel is available in select countries today. Dell NativeEdge AI updates are available now. Additional Resources: Blog: Continuing to Power the Future of AI with Dell's Direct Liquid Cooling and Computing Innovations Blog: Redefining AI Connectivity with Dell's Optimized Infrastructure Blog: Driving Innovation in AI: Continuous Updates to the AI Platform with AMD Blog: Smart, Simple, Secure Enterprise AI with Dell and Cohere Blog: Gemini on Google Distributed Cloud for On-premises Computing with Dell Customers Blog: Dell and Glean On-Premises Solution Redefines Enterprise AI Search Blog: Now shipping - Dell AI Platform with Intel Blog: Bringing Mistral AI's Platform On-Premises with Dell AI Factory Blog: Build Agent-based Applications Faster with Dell AI Solutions Blog: IT leader's guide to build trust in AI solutions Connect with Dell on X and LinkedIn About Dell Technologies Dell Technologies (NYSE: DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and services portfolio for the AI era. Copyright © 2025 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies and Dell are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners. 1 IDC Semiannual Artificial Intelligence Infrastructure Tracker, 2024H1 (Feb 2025). 2 Source: Dell Technologies survey across 750 business and IT decision makers across US, UK, DE, FR and JP, all segments, Feb 2025. 3 Dell Technologies Chief Strategy Office enterprise AI adoption survey (US findings), November 2024 (N of 1,661 including 1,302 ITDMs and 359 AI practitioners). 4 Based on Enterprise Strategy Group White Paper commissioned by Dell, 'Understanding the total cost of inferencing large language models,' April 2025. Analyzed models show a 70B parameter LLM leveraging RAG for an organization of 10k users being up to 52% more cost effective and for 50k users being up to 62% more cost effective over 4 years. Actual results may vary. 5 Based on Dell analysis, July 2024. Dell offers solutions with NVIDIA hardware and software engineered to support AI workloads from PCs with AI-powered features and workstations to Servers for High-performance Computing, Data Storage, Cloud Native Software-Defined Infrastructure, Networking Switches, Data Protection, HCI and Services. 6 Based on April 2025 Dell analysis of customer order data. 7-8 Based an internal analysis of workstation providers, no one has an "enterprise-grade" discrete NPU in market. May 1, 2025. 9-12 Based on Dell analysis in April 2025. Assumes 36°C facility water supply and ASHRAE A3 inlet server air compared to 20°C facility water supply and ASHRAE A3 inlet server air. Actual savings will vary. 13 Based on internal analysis of PowerEdge XE9785 and XE9785L featuring MI350 series GPUs vs. previous generation XE9680 with MI300X, April 2025. 14 AMD Accelerates Pace of Data Center AI Innovation and Leadership with Expanded AMD Instinct GPU Roadmap. 15 Based on Dell preliminary testing comparing random and sequential throughput per rack unit, May 2025. Actual performance may vary. 16 Based on Dell internal analysis, May 2025
Zawya
20-05-2025
- Business
- Zawya
Dell Technologies unveils next generation enterprise AI Solutions with NVIDIA
The Dell AI Factory with NVIDIA delivers new AI solutions that drive innovation for accelerated compute and data processing, streamline operations and achieve faster results at every stage of AI deployment Dubai, UAE – The world's top provider of AI-centric infrastructure, Dell Technologies (NYSE: DELL), announces innovations across the Dell AI Factory with NVIDIA – all designed to help enterprises accelerate AI adoption and achieve faster time to value. Why it matters As enterprises make AI central to their strategy and progress from experimentation to implementation, their demand for accessible AI skills and technologies grows exponentially. Dell and NVIDIA continue the rapid pace of innovation with updates to the Dell AI Factory with NVIDIA, including robust AI infrastructure, solutions and services that streamline the path to full-scale implementation. Dell infrastructure advances enterprise AI innovation with enhanced power, efficiency and scalability Dell Technologies introduces the next generation of advanced compute, data storage, data management and networking solutions: Air-cooled Dell PowerEdge XE9780 and XE9785 servers simplify integration into existing enterprise data centers, while liquid-cooled Dell PowerEdge XE9780L and XE9785L servers accelerate rack-scale deployment. The new PowerEdge servers support up to 192 NVIDIA Blackwell Ultra GPUs with direct to chip liquid cooling and can be customized with up to 256 NVIDIA Blackwell Ultra GPUs per Dell IR7000 rack. As the successors to Dell's fastest ramping solution ever, the Dell PowerEdge XE9680, these platforms can deliver up to four times faster large language model (LLM) training with the 8-way NVIDIA HGX B300.[4] The Dell PowerEdge XE9712 featuring NVIDIA GB300 NVL72 offers efficiency at rack scale for training and 50 times more AI reasoning inference output and 5x improvement in throughput. With new Dell PowerCool technology, this platform helps businesses achieve greater power efficiency. The Dell PowerEdge XE7745 server will be available with NVIDIA RTX Pro™ 6000 Blackwell Server Edition GPUs in July 2025. This platform – supported in the NVIDIA Enterprise AI Factory validated design – provides a universal platform to help meet the needs of physical and agentic AI use cases like robotics, digital twins and multi-modal AI applications with support for up to 8 GPUs in a 4U chassis. Dell plans to support the NVIDIA Vera CPU, offering speed, efficiency and performance. Dell plans to support the NVIDIA Vera Rubin platform with a new Dell PowerEdge XE server designed for Dell Integrated Rack Scalable Systems. Connecting it all, Dell extends its networking portfolio to include the Dell PowerSwitch SN5600, SN2201 Ethernet, part of the NVIDIA Spectrum-X Ethernet networking platform, and NVIDIA Quantum-X800 InfiniBand switches. These high-density, low-latency switches deliver up to 800 gigabits per second of throughput and are now backed by Dell ProSupport and Deployment Services to provide expert guidance at every stage of AI deployment. Dell AI Factory with NVIDIA solutions support the NVIDIA Enterprise AI Factory validated design, featuring Dell and NVIDIA compute, networking, storage and NVIDIA AI Enterprise software providing an end-to-end fully integrated AI solution for enterprises. Dell AI Data Platform advancements improve AI data management Because AI is only as powerful as the data that fuels it, organizations need a platform designed for performance and scalability. Dell AI Data Platform advancements provide AI applications with always-on access to high quality data. Dell ObjectScale supports large-scale AI deployments while helping reduce cost and data center footprint with the introduction of a denser, software-defined system. NVIDIA BlueField-3 and Spectrum-4 networking integrations boost performance and scalability. Dell introduces a high-performance solution built with Dell PowerScale, Dell Project Lightning and PowerEdge XE servers. Using KV cache and integrating NVIDIA's NIXL Libraries, this solution is ideal for large-scale distributed inference workloads. Dell ObjectScale will support S3 over RDMA, achieving up to 230% higher throughput, up to 80% lower latency and 98% reduced CPU load compared to traditional S3 for better GPU utilization. Dell announces an integrated solution that incorporates the NVIDIA AI Data Platform to accelerate curated insights from data and accelerate agentic AI applications and tools. Software updates help organizations seamlessly deploy agentic AI The NVIDIA AI Enterprise software platform, available directly from Dell, offers businesses the option to innovate on the Dell AI Factory with NVIDIA with NVIDIA NIM, NVIDIA NeMo microservices, and NVIDIA Blueprints, NVIDIA NeMo Retriever for RAG and NVIDIA Llama Nemotron reasoning models, and seamlessly develop agentic workflows while accelerating time-to-value for AI outcomes. Simplify business-critical AI deployments while providing flexibility and security with Red Hat OpenShift available on the Dell AI Factory with NVIDIA. New managed services streamline operations and drive faster outcomes The new Dell Managed Services for the Dell AI Factory with NVIDIA simplify AI operations with management of the full NVIDIA AI solutions stack — including AI platforms, infrastructure and NVIDIA AI Enterprise software. Dell managed services experts handle 24x7 monitoring, reporting, version upgrades and patching, helping teams overcome resource and expertise constraints by providing cost-effective, scalable and proactive IT support. Perspectives 'We're on a mission to bring AI to millions of customers around the world,' said Michael Dell, chairman and chief executive officer, Dell Technologies. 'Our job is to make AI more accessible. With the Dell AI Factory with NVIDIA, enterprises can manage the entire AI lifecycle across use cases, from training to deployment, at any scale.' 'AI factories are the infrastructure of modern industry, generating intelligence to power work across healthcare, finance and manufacturing,' said Jensen Huang, founder and chief executive officer, NVIDIA. 'With Dell Technologies, we're offering the broadest line of Blackwell AI systems to serve AI factories in clouds, enterprises and at the edge.' About Dell Technologies Dell Technologies (NYSE: DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and services portfolio for the AI era. Copyright © 2025 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies and Dell are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners.
Forbes
19-05-2025
- Business
- Forbes
How Dell's AI Infrastructure Updates Deliver Choice, Control And Scale
Dell Technologies World focuses its keynote on Inventing the Future with AI Dell Technologies unveiled a significant expansion of its Dell AI Factory platform at its annual Dell Technologies World conference today, announcing over 40 product enhancements designed to help enterprises deploy artificial intelligence workloads more efficiently across both on-premises environments and cloud systems. The Dell AI Factory is not a physical manufacturing facility but a comprehensive framework combining advanced infrastructure, validated solutions, services, and an open ecosystem to help businesses harness the full potential of artificial intelligence across diverse environments—from data centers and cloud to edge locations and AI PCs. The company has attracted over 3,000 AI Factory customers since launching the platform last year. In an earlier call with industry analysts, Dell shared research stating that 79% of production AI workloads are running outside of public cloud environments—a trend driven by cost, security, and data governance concerns. During the keynote, Michael Dell provided more color on the value of Dell's AI factory concept. He said, "The Dell AI factory is up to 60% more cost effective than the public cloud, and recent studies indicate that about three-fourths of AI initiatives are meeting or exceeding expectations. That means organizations are driving ROI and productivity gains from 20% to 40% in some cases. Organizations need the freedom to run AI workloads wherever makes the most sense for their business, without sacrificing performance or control. While IT leaders embraced the public cloud for their initial AI services, many organizations are now looking for a more nuanced approach where the company can control over their most critical AI assets while maintaining the flexibility to use cloud resources when appropriate. A central theme of Dell's AI Factory message is how Dell makes AI easier to deploy while delivering choice. Dell is offering customers choice through silicon diversity in its designs, but also with ISV models. The company announced it has added Intel to its AI Factory portfolio with Intel Gaudi 3 AI accelerators and Intel Xeon processors, with a strong focus on inferencing workloads. Dell also announced its fourth update to the Dell AI Platform with AMD, rolling out two new PowerEdge servers—the XE9785 and the XE9785L—equipped with the latest AMD Instinct MI350 series GPUs. The Dell AI Factory with NVIDIA combines Dell's infrastructure with NVIDIA's AI software and GPU technologies to deliver end-to-end solutions that can reduce setup time by up to 86% compared to traditional approaches. The company also continues to strengthen its partnership with NVIDIA, announcing products that leverage NVIDIA's Blackwell family and other updates launched at NVIDIA GTC. As of today, Dell supports choice by delivering AI solutions with all of the primary GPU and AI accelerator infrastructure providers. At the edge of the AI Factory ecosystem, Dell announced enhancements to the Dell Pro Max in a mobile form factor, leveraging Qualcomm's AI 100 discrete NPUs designed for AI engineers and data scientists who need fast inferencing capabilities. With up to 288 TOPs at 16-bit floating point precision, these devices can power up to a 70-billion parameter model, delivering 7x the inferencing speed and 4x the accuracy over a 40 TOPs NPU. According to Dell, the Pro Max Plus line can run a 109-billion parameter AI model. The Dell Pro Max Plus targets AI engineers and data scientist with with the ability to run a ... More 109-billion parameter model The Pro Max and Plus launches follow Dell's previous announcement of AI PCs featuring Dell Pro Max with GB 10 and GB 300 processors powered by NVIDIA's Grace Blackwell architecture. Overall, Dell has simplified its PC portfolio but made it easier for customers to choose the right system for their workloads by providing the latest chips from AMD, Intel, Nvidia, and Qualcomm. Following the theme of choice, organizations need the flexibility to run AI workloads on-premises and in the cloud. Dell is making significant strides in enabling on-premise AI deployments with major software partners. The company announced it is the first provider to bring Cohere capabilities on-premises, combining Cohere's generative AI models with Dell's secure, scalable infrastructure for turnkey enterprise solutions. Similar partnerships with Mistral and Glean were also announced, with Dell facilitating their first on-premise deployments. Additionally, Dell is supporting Google's Gemini on-premises with Google Distributed Cloud. To simplify model deployment, Dell now offers customers the ability to choose models on Hugging Face and deploy them in an automated fashion using containers and scripts. Enterprises increasingly recognize that while public cloud AI has its place, a hybrid AI infrastructure approach could deliver better economics and security for production workloads. The imperative for scalable yet efficient AI infrastructure at the edge is a growing need. As Michael Dell said during his Dell Technologies World keynote, 'Over 75% of enterprise data will soon be created and processed at the edge, and AI will follow that data; it's not the other way around. The future of AI will be decentralized, low latency, and hyper-efficient.' Dell's ability to offer robust hybrid and fully on-premises solutions for AI is proving to be a significant advantage as companies increasingly seek on-premises support and even potentially air-gapped solutions for their most sensitive AI workloads. Key industries adopting the Dell AI Factory include finance, retail, energy, and healthcare providers. Simplifying AI also requires product innovations that deliver cost-effective, energy-efficient technology. As AI workloads drive unprecedented power consumption, Dell has prioritized energy efficiency in its latest offerings. The company introduced the Dell PowerCool Enclosed Rear Door Heat Exchanger (eRDHx) with Dell Integrated Rack Controller (IRC). This new cooling solution captures nearly 100% of the heat coming from GPU-intensive workloads. This innovation lowers cooling energy requirements for a rack by 60%, allowing customers to deploy 16% more racks with the same power infrastructure. Dell's new systems are rated to operate at 32 to 37 degrees Celsius, supporting significantly warmer temperatures than traditional air-cooled or water-chilled systems, further reducing power consumption for cooling. The PowerEdge XE9785L now offers Dell liquid cooling for flexible power management. Even if a company isn't aiming for a specific sustainability goal, every organization wants to improve energy utilization. With over 200 product enhancements to its AI Factory in just one year, Dell Technologies is positioning itself as a central player in the rapidly evolving enterprise AI infrastructure market. It offers the breadth of solutions and expertise organizations require to successfully implement production-grade AI systems in a secure and scalable fashion. However, none of this technology matters if enterprises can't find a way to create business value by adopting it. Fortunately, examples from the first wave of enterprise early adopters highlight ways AI can deliver meaningful returns in productivity and customer experience. Let's look at two use cases presented at Dell Tech World. Michael Dell, CEO of Dell Technologies, interviews Larry Feinsmith, the Managing Director and Head ... More of Global Tech Strategy, Innovation & Partnerships at JPMorgan Chase at Dell Technologies World JPMorgan Chase took the stage to make AI real from a customer's perspective. The financial firm uses Dell's compute hardware, software-defined storage, client, and peripheral solutions. Larry Feinsmith, the Managing Director and Head of Global Tech Strategy, Innovation & Partnerships at JPMorgan Chase, said, "We have a hybrid, multi-cloud, multi-provider strategy. Our private cloud is an incredibly strategic asset for us. We still have many applications and data on-premises for resiliency, latency, and a variety of other benefits." Feinsmith also spoke of the company's Large Language Model (LLM) strategy. He said, 'Our strategy is to use a constellation of models, both foundational and open, which requires a tremendous amount of compute in our data centers, in the public cloud, and, of course, at the edge. The one constant thing, whether you're training models, fine-tuning models, or finding a great use case that has large-scale inferencing, is that they all will drive compute. We think Dell is incredibly well positioned to help JPMorgan Chase and other companies in their AI journey.' Feinsmith noted that using AI isn't new for JPMorgan Chase. For over a decade, JPMorgan Chase has leveraged various types of AI, such as machine learning models for fraud detection, personalization, and marketing operations. The company uses what Feinsmith called its LLM suite, which over 200,000 people at JPMorgan Chase use today. The generative AI application is used for QA summarization and content generation using JPMorgan Chase's data in a highly secure way. Next, it has used the LLM suite architecture to build applications for its financial advisors, contact center agents, and any employee interacting with its clients. Its third use case highlighted changes in the software development area. JPMorgan Chase rolled out code generation AI capabilities to over 40,000 engineers. It has achieved as much as 20% productivity in the code creation and expects to leverage AI throughout the software development life cycle. Going forward, the financial firm expects to use AI agents and reasoning models to execute complex business processes end-to-end. Seemantini Godbole, EVP and Chief Digital and Information Officer at Lowe's shares the retailers AI ... More strategy at Dell Technologies World Lowe's Home Improvement Stores provided another example of how companies are leveraging Dell Technology and AI to transform the customer and employee experience. Seemantini Godbole, EVP and Chief Digital and Information Officer at Lowe's, shared insights on designing the strategy for AI when she said, "How should we deploy AI? We wanted to do impactful and meaningful things. We did not want to die a death of 1000 pilots, and we organized our efforts across how we sell, how we shop, and how we work. How we sell was for our associates. How we shop is for our customers, and how we work is for our headquarters employees. For whatever reason, most companies have begun with their workforce in the headquarters. We said, No, we are going to put AI in the hands of 300,000 associates." For example, she described a generative AI companion app for store associates. "Every store associate now has on his or her zebra device a ChatGPT-like experience for home improvement.", said Godbole. Lowe's is also deploying computer vision algorithms at the edge to understand issues such as whether a customer in a particular aisle is waiting for help. The system will then send notifications to the associates in that department. Customers can also ask various home improvement questions, such as what paint finish to use in a bathroom, at Michael Dell said, "We are entering the age of ubiquitous intelligence, where AI becomes as essential as electricity, with AI, you can distill years of experience into instant insights, speeding up decisions and uncovering patterns in massive data. But it's not here to replace humans. AI is a collaborator that frees your teams to do what they do best, to innovate, to imagine, and to solve the world's toughest problems." While there are many AI deployment challenges ahead, the customer examples shared at Dell Technologies World provide a glimpse into a world where AI infrastructure and services benefits both customers and employees. The challenge now is to do this sustainably and ethically at scale.
