We're now onto the "final stop of Dell Technologies Way", to talk about practical, everyday uses of AI with a video from a startup that creates a robot called Norby that helps people learn new languages and with speech therapy.
Final thought – "Ai is the new electircity and Dell is the grid powering the transformation, connecting the data, the intelligence and the innovation," says Dell.
"At our core, we're about solving the world's toughest challenges and enabling human requirements, and that's happening every day in laboratories, on manufacturing floors, in boardrooms and dinner tables around the world, and we are so proud that it's all right here on our street where ideas turn into actions."
And with that, the first day keynote of Dell Technologies is done. Catch up with all the latest news from the event here and come back at 10.00am PT tomorrow for the day two keynote.
The tow CEOs discuss the announcements they have made this week, as well as some of Dell's other recent hardware announcements in the Dell Pro line.
Asked if he wants to give any advice to the Dell Technologies World audience, Huang says: "This is a once in a lifetime opportunity. In the last 60 years, this is the biggest reinvention that you and I have seen. This is incredibly exciting technology. You want to engage it. The impact to your company is incredible. And you want to be an early adopter. This is the beginning of a decade of transformation. But you don't want to be second."
I predicted we'd have a special guest at Dell Technologies World 2025 – it seems I was only half right. Jensen Huang, CEO of Nvidia, is not here in the flesh, but instead we have a pre-recorded video of Michael Dell and Huang having a fireside chat.
We are now finally onto some product announcements!
The main hook is Dell Technologies AI Factory with Nvidia 2.0 – the original having been announced last year.
"Last year at Dell tech world, we introduced a new kind of factory that produces intelligence, and today we have now more than 3000 customers running Dell AI factories with a lot of success," Michael Dell continues. "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."
He claims that this means ROI and productivity gains from 20%-40%, with 85% of enterprisees planning to move generative AI workloads back on premises in the next two years, with the help of Hugging Face, Red Hat, Cohere, Meta, Mistrale, and Microsoft.
AI's not here to replace employees, though, he says.
"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," says the Dell Technologies CEO. "And Dell is the infrastructure, the backbone enabling enterprises to think faster, to act smarter and to dream bigger.
Michael Dell is joined on stage now by Seemantini Godbole, CTO of hardware store Lowe's, about how her company is using Dell products and generative AI.
"Lowes is a great example of a company that's reinventing itself for AI."
Turning to data center hardware, Dell talks up the capabilities of PowerStore, PowerEdge, Networking, and PowerFlex.
There is more to come on this tomorrow, he says, so come back here then for the news as it's announced.
Michael Dell is now solo on stage again to talk up some of the company's hardware innovations – with a focus on AI, naturally.
"Personal productivity is being reinvented by AI," he says. "The Windows 10 end of life is coming, and we are ready."
"We've simplified our portfolio and made it easy for you to choose the right system for you, and we give you the choice of the latest from Nvidia, Intel, AMD and Qualcomm," he adds.
Turning now to data, Feinsmith says it is the "cornerstone to achieve value from AI".
Here's a common refrain we're hearing more and more from large businesses – that AI isn't new. Feinsmith says JPMorgan Chase has been using AI for more than a decade, for "things like machine learning models, for fraud, personalization, marketing, [and] operations". But generative AI, he says, is a "transformational shift".
Michael Dell has been joined on stage by Larry Feinsmith, head of global technology strategy at JPMorgan Chase, to talk about how his company is using AI and Dell's products.
"We firmly believe that technology is a differentiator and the heartbeat at everything we do at JPMorgan Chase," Feinsmith says. "In terms of our priorities, four key priorities, the first is to build best in class digital experience for our clients, customers, employees, many of the 44,000 software engineers, and for these experiences, as [Michael Dell] said, we want to leverage that exit by the data and put AI into everything we do." This includes cybersecurity, private cloud, and LLMs.
"These are specialized deployments requiring high value engineering, custom designs, all delivered at unprecedented speed. Here's an example of what we're deploying right now. It's 110,000 GPUs, the electric, direct, liquid cool," he says. "It uses 240 megawatts of power. It's 27,500 GPU nodes, 2800 racks, 6000 network switches, 27,000 miles of network cables. That's enough to wrap around the earth and then some six miles of water pipes and 77 miles of rubber hose to circulate the 100,000 gallons of water needed to recirculate throughout the system"
Not everyone needs such specialised infrastructure, he says, "but you do need AI". This, he says can take the form of AI PCs or "small, domain-specific models running on the edge".
"We're creating a future where intelligence amplifies human potential on a massive scale," says Dell. "Standing on the corner of Dell Technologies way and a new age of the world's most advanced intelligence factories are right here, from ... AIS Colossus to core weave, ServiceNow, Mistral and many others."
Michael Dell, CEO and founder is now on stage on "Dell Technologies Way" where the future is built, he says, talking about the future of business and AI.
"You know, at Dell, we love Data," he says. And AI is the future of data, business and our lives, he claims.
Lights down, roll VT we are off! A montage of factories, F1 cars, call centers and electricity pylons gives an idea of some of the topics that might be up for discussion this morning
There's only about 30 minutes now until the opening keynote and the auditorium at the Venetian Conference & Expo Center is starting to fill up with delegates, who are taking their seats to the sound of 'Poprocks', our house band for the morning.
With only a couple of hours to go until the keynote gets underway, the Venetian Conference & Expo Center is buzzing with activity. I've so far heard speculation about a change in incentives for partners, while some of the images on the Las Vegas Sphere last night seem to hint at announcements to do with laptops and PowerStore.
