US Market News
1月前
Dell Technologies Delivers First Quarter Fiscal 2027 Financial ResultsMay 28, 2026 4:05 PM
Business Wire Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 first quarter and provides guidance for its fiscal 2027 second quarter and full year. First-Quarter Summary Record revenue of $43.8 billion, up 88% year over year Record diluted earnings per share (EPS) of $5.24, up 282% year over year, and record non-GAAP diluted EPS of $4.86, up 214% Record first-quarter cash flow from operations of $4.1 billion “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue. We’re increasing our AI server revenue expectations for FY27 to $60 billion, which only goes to show the AI opportunity shows no signs of slowing.” “Execution was exceptionally strong across the business – from supply chain to sales to pricing – driving record revenue of $43.8 billion, record EPS, record Q1 cash flow of $4.1 billion and continued strong shareholder returns of $2.1 billion,” said David Kennedy, chief financial officer, Dell Technologies. “We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.” Infrastructure Solutions Group (ISG) Record revenue: $29.0 billion, up 181% year over year Record AI-Optimized Servers revenue: $16.1 billion, up 757% year over year Record Traditional Servers and Networking revenue: $8.5 billion, up 92% year over year Record first-quarter Storage revenue: $4.3 billion, up 8% year over year Record operating income: $3.1 billion, up 206% year over year Client Solutions Group (CSG) Revenue: $14.6 billion, up 17% year over year Record Commercial Client revenue: $13.0 billion, up 18% year over year Consumer revenue: $1.6 billion, up 9% year over year Record operating income: $1.2 billion, up 79% year over year Capital Return Dell Technologies returned $2.1 billion to shareholders in the first quarter through share repurchases and dividends. Guidance Summary Second-quarter FY27 revenue expected between $44.0 billion and $45.0 billion, up 49% year over year at the midpoint of $44.5 billion Second-quarter FY27 GAAP diluted EPS expected to be $4.48 at the midpoint, up 164% year over year, and non-GAAP diluted EPS to be $4.80 at the midpoint, up 107% Full-year FY27 revenue expected between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion Full-year AI-Optimized Servers revenue expected to be roughly $60 billion, up 144% year over year Full-year FY27 GAAP diluted EPS expected to be $17.31 at the midpoint, up 99% year over year, and non-GAAP diluted EPS to be $17.90 at the midpoint, up 74% First Quarter Fiscal 2027 Financial Results Three Months Ended May 1, 2026 May 2, 2025 Change (in millions, except per share amounts and percentages; unaudited) Net revenue $ 43,842 $ 23,378 88% Operating income $ 3,656 $ 1,165 214% Net income $ 3,438 $ 965 256% Change in cash from operating activities $ 4,081 $ 2,796 46% Earnings per share — diluted $ 5.24 $ 1.37 282% Non-GAAP operating income $ 4,235 $ 1,666 154% Non-GAAP net income $ 3,190 $ 1,086 194% Adjusted free cash flow $ 3,165 $ 2,232 42% Non-GAAP earnings per share — diluted $ 4.86 $ 1.55 214% Information about Dell Technologies’ non-GAAP financial measures is provided under “Non-GAAP Financial Measures” below. All comparisons in this press release are year over year unless otherwise noted. Operating Segments Results Three Months Ended May 1, 2026 May 2, 2025 Change (in millions, except percentages; unaudited) Infrastructure Solutions Group (ISG): Net revenue: AI-optimized servers $ 16,132 $ 1,882 757% Traditional servers and networking 8,543 4,439 92% Storage 4,334 3,996 8% Total ISG net revenue $ 29,009 $ 10,317 181% Operating income: ISG operating income $ 3,055 $ 998 206% % of ISG net revenue 10.5 % 9.7 % % of total reportable segment operating income 72 % 60 % Client Solutions Group (CSG): Net revenue: Commercial $ 13,020 $ 11,046 18% Consumer 1,589 1,463 9% Total CSG net revenue $ 14,609 $ 12,509 17% Operating income: CSG operating income $ 1,170 $ 653 79% % of CSG net revenue 8.0 % 5.2 % % of total reportable segment operating income 28 % 40 % Conference call information As previously announced, the company will hold a conference call to discuss its performance and financial guidance on May 28 at 3:30 p.m. CST. Prior to the start of the conference call, prepared remarks and a presentation containing additional financial and operating information may be downloaded from investors.delltechnologies.com. The conference call will be presented live over the internet and can be accessed at https://investors.delltechnologies.com/news-events/upcoming-events. For those unable to listen to the live presentation, the final remarks and presentation with additional financial and operating information will be available following the presentation, and an archived version will be available at the same location for one year. 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 © 2026 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies, Dell, EMC and Dell EMC are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners. Non-GAAP Financial Measures: This press release presents information about non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, non-GAAP earnings per share – diluted, free cash flow, and adjusted free cash flow, all of which are non-GAAP financial measures provided as a supplement to the results provided in accordance with generally accepted accounting principles in the United States of America (“GAAP”). A reconciliation of each non-GAAP financial measure to the most directly comparable GAAP financial measure is provided in the attached tables for each of the fiscal periods indicated. Special Note on Forward-Looking Statements: Statements in this press release that relate to future results and events are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934 and Section 27A of the Securities Act of 1933 and are based on Dell Technologies’ current expectations. In some cases, you can identify these statements by such forward-looking words as “anticipate,” “believe,” “confidence,” “could,” “estimate,” “expect,” “guidance,” “intend,” “may,” “objective,” “outlook,” “plan,” “project,” “possible,” “potential,” “should,” “will” and “would,” or similar words or expressions that refer to future events or outcomes. Forward-looking statements include, among others, any statements regarding Dell Technologies’ expectations for second-quarter and full-year fiscal 2027 revenue, GAAP diluted earnings per share and non-GAAP diluted earnings per share, and for full-year fiscal 2027 AI-optimized servers revenue, as well as any other statements regarding Dell Technologies’ prospects and its future operations, financial condition, volumes, cash flows, expenses or other financial items, including management’s plans or strategies and objectives for any of the foregoing and any assumptions, expectations or beliefs underlying any of the foregoing. Dell Technologies’ results or events in future periods could differ materially from those expressed or implied by these forward-looking statements because of risks, uncertainties, and other factors that include, but are not limited to, the following: adverse global economic conditions, trade disruptions, and instability in financial markets; competitive pressures; Dell Technologies’ ability to successfully execute its strategy; Dell Technologies’ relationships with third-party suppliers for products and components; Dell Technologies’ use of single-source or limited-source suppliers; effects on Dell Technologies’ operating performance related to demand for AI solutions; management of Dell Technologies’ AI solutions and use of AI in internal functions and operations; Dell Technologies’ ability to deliver high-quality products, software, and services and to manage solutions and products and services transitions in an effective manner; Dell Technologies’ ability to successfully implement its cost efficiency plans; Dell Technologies’ ability to successfully execute on strategic initiatives including acquisitions and divestitures; security incidents, including cyber-attacks; Dell Technologies’ foreign operations and ability to generate substantial non-U.S. net revenue; Dell Technologies’ product, services, customer, and geographic sales mix, and seasonal sales trends; the performance of Dell Technologies’ sales channel partners; access to the capital markets by Dell Technologies or its customers; adverse economic conditions, changing customer mix, and the effect of additional regulation on Dell Technologies’ financial services activities; counterparty default risks; material impairment of the value of goodwill or intangible assets; the loss by Dell Technologies of any contracts for ISG services and solutions and its ability to perform such contracts at their estimated costs; loss by Dell Technologies of government contracts; Dell Technologies’ ability to develop and protect its proprietary intellectual property or obtain licenses to intellectual property developed by others on commercially reasonable and competitive terms; disruptions in Dell Technologies’ infrastructure; Dell Technologies’ ability to hedge effectively its exposure to fluctuations in foreign currency exchange rates and interest rates; expiration of tax holidays or favorable tax rate structures, or unfavorable outcomes in tax audits and other tax compliance matters; impairment of portfolio investments; unfavorable results of legal proceedings; evolving and varied expectations and regulatory requirements relating to sustainability issues; the effect of global climate change and related legal, regulatory or market measures; compliance with environmental and safety laws; compliance requirements of anti-corruption laws, economic sanctions and other trade laws, human rights laws, or other laws; Dell Technologies’ dependence on the services of Michael Dell and key employees; Dell Technologies’ level of indebtedness; and business and financial factors and legal restrictions affecting continuation of Dell Technologies’ quarterly cash dividend policy and dividend rate. This list of risks, uncertainties, and other factors is not complete. Dell Technologies discusses some of these matters more fully, as well as certain risk factors that could affect Dell Technologies’ business, financial condition, results of operations, and prospects, in its reports filed with the SEC, including Dell Technologies’ annual report on Form 10-K for the fiscal year ended January 30, 2026, quarterly reports on Form 10-Q, and current reports on Form 8-K. These filings are available for review through the SEC’s website at www.sec.gov. Any or all forward-looking statements Dell Technologies makes may turn out to be wrong and can be affected by inaccurate assumptions Dell Technologies might make or by known or unknown risks, uncertainties, and other factors, including those identified in this press release. Accordingly, you should not place undue reliance on the forward-looking statements made in this press release, which speak only as of its date. Dell Technologies does not undertake to update, and expressly disclaims any duty to update, its forward-looking statements, whether as a result of circumstances or events that arise after the date they are made, new information, or otherwise. DELL TECHNOLOGIES INC. Condensed Consolidated Statements of Income and Related Financial Highlights (in millions, except per share amounts and percentages; unaudited) Three Months Ended May 1, 2026 May 2, 2025 Change Net revenue: Products $ 38,105 $ 17,599 117% Services 5,737 5,779 (1)% Total net revenue 43,842 23,378 88% Cost of net revenue: Products 32,852 15,116 117% Services 3,208 3,325 (4)% Total cost of net revenue 36,060 18,441 96% Gross margin 7,782 4,937 58% Operating expenses: Selling, general, and administrative 3,143 2,964 6% Research and development 983 808 22% Total operating expenses 4,126 3,772 9% Operating income 3,656 1,165 214% Interest and other, net 292 (82 ) 456% Income before income taxes 3,948 1,083 265% Income tax expense 510 118 332% Net income $ 3,438 $ 965 256% Earnings per share: Basic $ 5.30 $ 1.39 281% Diluted $ 5.24 $ 1.37 282% Weighted average shares: Basic 649 692 (6)% Diluted 656 702 (7)% Percentage of Total Net Revenue: Gross margin 17.8 % 21.1 % Selling, general, and administrative 7.3 % 12.6 % Research and development 2.2 % 3.5 % Operating expenses 9.5 % 16.1 % Operating income 8.3 % 5.0 % Income before income taxes 9.0 % 4.6 % Net income 7.8 % 4.1 % Income tax rate 12.9 % 10.9 % Amounts are based on underlying data and may not visually foot due to rounding. DELL TECHNOLOGIES INC. Condensed Consolidated Statements of Financial Position (in millions; unaudited) May 1, 2026 January 30, 2026 ASSETS Current assets: Cash and cash equivalents $ 11,578 $ 11,528 Accounts receivable, net of allowance of $77 and $77 25,854 17,585 Short-term financing receivables, net of allowance of $124 and $121 8,237 8,458 Inventories 15,052 10,437 Other current assets 9,886 9,594 Total current assets 70,607 57,602 Property, plant, and equipment, net 6,945 6,676 Long-term investments 2,484 1,730 Long-term financing receivables, net of allowance of $88 and $92 5,713 5,822 Goodwill 19,504 19,547 Intangible assets, net 4,439 4,533 Other non-current assets 5,221 5,376 Total assets $ 114,913 $ 101,286 LIABILITIES AND STOCKHOLDERS’ EQUITY Current liabilities: Short-term debt $ 7,550 $ 7,990 Accounts payable 45,261 33,630 Accrued and other 8,594 8,315 Short-term deferred revenue 13,193 13,334 Total current liabilities 74,598 63,269 Long-term debt 23,611 23,513 Long-term deferred revenue 14,259 13,596 Other non-current liabilities 3,849 3,378 Total liabilities 116,317 103,756 Stockholders’ equity (deficit): Common stock and capital in excess of $0.01 par value 9,111 9,457 Treasury stock at cost (16,149 ) (14,533 ) Retained earnings 6,343 3,325 Accumulated other comprehensive loss (709 ) (719 ) Total stockholders’ equity (deficit) (1,404 ) (2,470 ) Total liabilities and stockholders’ equity $ 114,913 $ 101,286 DELL TECHNOLOGIES INC. Condensed Consolidated Statements of Cash Flows (in millions; unaudited) Three Months Ended May 1, 2026 May 2, 2025 Cash flows from operating activities: Net income $ 3,438 $ 965 Adjustments to reconcile net income to net cash provided by operating activities: 643 1,831 Change in cash from operating activities 4,081 2,796 Cash flows from investing activities: Purchases of investments (124 ) (97 ) Maturities and sales of investments 1 31 Capital expenditures and capitalized software development costs (963 ) (568 ) Divestitures of businesses and assets, net — 533 Other 19 13 Change in cash from investing activities (1,067 ) (88 ) Cash flows from financing activities: Repurchases of common stock (1,628 ) (1,980 ) Repurchases of common stock for employee tax withholdings (537 ) (352 ) Payments of dividends and dividend equivalents (464 ) (396 ) Proceeds from debt 2,465 6,308 Repayments of debt (2,788 ) (2,310 ) Debt-related costs and other, net (2 ) (33 ) Change in cash from financing activities (2,954 ) 1,237 Effect of exchange rate changes on cash, cash equivalents, and restricted cash (13 ) 89 Change in cash, cash equivalents, and restricted cash 47 4,034 Cash, cash equivalents, and restricted cash at beginning of the period 11,706 3,819 Cash, cash equivalents, and restricted cash at end of the period $ 11,753 $ 7,853 DELL TECHNOLOGIES INC. Segment Information (in millions, except percentages; unaudited; continued on next page) Three Months Ended May 1, 2026 May 2, 2025 Change Infrastructure Solutions Group (ISG): Net revenue: AI-optimized servers $ 16,132 $ 1,882 757% Traditional servers and networking 8,543 4,439 92% Storage 4,334 3,996 8% Total ISG net revenue $ 29,009 $ 10,317 181% Operating income: ISG operating income $ 3,055 $ 998 206% % of ISG net revenue 10.5 % 9.7 % % of total reportable segment operating income 72 % 60 % Client Solutions Group (CSG): Net revenue: Commercial $ 13,020 $ 11,046 18% Consumer 1,589 1,463 9% Total CSG net revenue $ 14,609 $ 12,509 17% Operating income: CSG operating income $ 1,170 $ 653 79% % of CSG net revenue 8.0 % 5.2 % % of total reportable segment operating income 28 % 40 % Amounts are based on underlying data and may not visually foot due to rounding. DELL TECHNOLOGIES INC. Segment Information (in millions; unaudited; continued) Three Months Ended May 1, 2026 May 2, 2025 Reconciliation to consolidated net revenue: Reportable segment net revenue $ 43,618 $ 22,826 Corporate and other (a) 224 552 Total consolidated net revenue $ 43,842 $ 23,378 Reconciliation to consolidated operating income: Reportable segment operating income (b) $ 4,225 $ 1,651 Corporate and other (a) 10 15 Amortization of intangibles (c) (97 ) (126 ) Stock-based compensation expense (d) (189 ) (190 ) Other corporate expenses (e) (293 ) (185 ) Total consolidated operating income (f) $ 3,656 $ 1,165 ____________________ (a) Corporate and other includes VMware Resale and other items that are managed at the corporate level and are not allocated to reportable segments. (b) Depreciation expense directly attributable to each reportable segment is included in the operating results of each segment. However, the Chief Operating Decision Maker does not evaluate depreciation expense by operating segment, and therefore such expense is not separately presented. (c) Amortization of intangibles includes non-cash purchase accounting adjustments that are primarily related to the EMC merger transaction completed in September 2016. (d) Stock-based compensation expense consists of equity awards granted based on the estimated fair value of those awards at grant date. (e) Other corporate expenses includes severance expenses, payroll taxes associated with stock-based compensation, incentive charges related to equity investments, transaction-related expenses, and impairment charges. (f) Income and expenses within Interest and other, net, is not allocated to the reportable segments. Therefore, the company only reports reportable segment operating income. SUPPLEMENTAL SELECTED NON-GAAP FINANCIAL MEASURES These tables present information about the company’s non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, non-GAAP earnings per share - diluted, free cash flow and adjusted free cash flow, all of which are non-GAAP financial measures provided as a supplement to the results provided in accordance with generally accepted accounting principles in the United States of America (“GAAP”). A detailed discussion of Dell Technologies’ reasons for including certain of these non-GAAP financial measures, the limitations associated with these measures, the items excluded from these measures, and the company’s reason for excluding those items are presented in “Management’s Discussion and Analysis of Financial Condition and Results of Operations — Non-GAAP Financial Measures” in the company’s periodic reports filed with the SEC. Dell Technologies encourages investors to review the non-GAAP discussion in these reports in conjunction with the presentation of non-GAAP financial measures. DELL TECHNOLOGIES INC. Selected Financial Measures (in millions, except per share amounts and percentages; unaudited) Three Months Ended May 1, 2026 May 2, 2025 Change Net revenue $ 43,842 $ 23,378 88% Non-GAAP gross margin $ 7,947 $ 5,057 57% % of net revenue 18.1 % 21.6 % Non-GAAP operating expenses $ 3,712 $ 3,391 9% % of net revenue 8.4 % 14.5 % Non-GAAP operating income $ 4,235 $ 1,666 154% % of net revenue 9.7 % 7.1 % Non-GAAP net income $ 3,190 $ 1,086 194% % of net revenue 7.3 % 4.6 % Non-GAAP earnings per share — diluted $ 4.86 $ 1.55 214% Amounts are based on underlying data and may not visually foot due to rounding. DELL TECHNOLOGIES INC. Reconciliation of Selected Non-GAAP Financial Measures (in millions, except percentages; unaudited; continued on next page) Three Months Ended May 1, 2026 May 2, 2025 Change Gross margin $ 7,782 $ 4,937 58% Non-GAAP adjustments: Amortization of intangibles 26 41 Stock-based compensation expense 44 39 Other corporate expenses 95 40 Non-GAAP gross margin $ 7,947 $ 5,057 57% Operating expenses $ 4,126 $ 3,772 9% Non-GAAP adjustments: Amortization of intangibles (71 ) (85 ) Stock-based compensation expense (145 ) (151 ) Other corporate expenses (198 ) (145 ) Non-GAAP operating expenses $ 3,712 $ 3,391 9% Operating income $ 3,656 $ 1,165 214% Non-GAAP adjustments: Amortization of intangibles 97 126 Stock-based compensation expense 189 190 Other corporate expenses 293 185 Non-GAAP operating income $ 4,235 $ 1,666 154% Net income $ 3,438 $ 965 256% Non-GAAP adjustments: Amortization of intangibles 97 126 Stock-based compensation expense 189 190 Other corporate (income) expenses 288 (58 ) Fair value adjustments on equity investments (631 ) (17 ) Aggregate adjustment for income taxes (a) (191 ) (120 ) Non-GAAP net income $ 3,190 $ 1,086 194% ____________________ (a) The company’s non-GAAP income tax is calculated using a fixed estimated annual tax rate. DELL TECHNOLOGIES INC. Reconciliation of Selected Non-GAAP Financial Measures (unaudited; continued) Three Months Ended May 1, 2026 May 2, 2025 Change Earnings per share — diluted $ 5.24 $ 1.37 282% Non-GAAP adjustments: Amortization of intangibles 0.14 0.18 Stock-based compensation expense 0.29 0.27 Other corporate (income) expenses 0.44 (0.08 ) Fair value adjustments on equity investments (0.96 ) (0.02 ) Aggregate adjustment for income taxes (a) (0.29 ) (0.17 ) Non-GAAP earnings per share — diluted $ 4.86 $ 1.55 214% ____________________ (a) The company’s non-GAAP income tax is calculated using a fixed estimated annual tax rate. DELL TECHNOLOGIES INC. Reconciliation of Selected Non-GAAP Financial Measures (in millions, except percentages; unaudited; continued) Three Months Ended May 1, 2026 May 2, 2025 Change Cash flow from operations $ 4,081 $ 2,796 46% Non-GAAP adjustments: Capital expenditures and capitalized software development costs, net (a) (963 ) (568 ) Free cash flow $ 3,118 $ 2,228 40% Free cash flow $ 3,118 $ 2,228 40% Non-GAAP adjustments: Financing receivables (b) (263 ) (23 ) Equipment under operating leases (c) 310 27 Adjusted free cash flow $ 3,165 $ 2,232 42% ____________________ (a) Capital expenditures and capitalized software development costs, net includes proceeds from sales of facilities, land, and other assets. (b) Financing receivables represent the operating cash flow impact from the change in financing receivables. (c) Equipment under operating leases represents the net impact of capital expenditures and depreciation expense for leases and contractually embedded leases identified within flexible consumption arrangements. DELL TECHNOLOGIES INC. Reconciliation of Non-GAAP Financial Measures in Summary Guidance (unaudited) Three Months Ending Fiscal Year Ending July 31, 2026 January 29, 2027 Earnings per share — diluted $ 4.48 $ 17.31 Non-GAAP adjustments: Amortization of intangibles (a) 0.15 0.59 Stock-based compensation 0.29 1.16 Other corporate expenses (b) — 0.45 Fair value adjustments on equity investments (c) — (0.97 ) Aggregate adjustment for income taxes (d) (0.12 ) (0.64 ) Non-GAAP earnings per share — diluted $ 4.80 $ 17.90 ____________________ (a) Amortization of intangibles represents an estimate for acquisitions completed as of May 1, 2026 and does not include estimates for potential acquisitions, if any, during fiscal 2027. (b) Consists primarily of severance expenses, payroll taxes associated with stock-based compensation, transaction-related expenses, impairment charges, and incentive charges related to equity investments. No estimate is included for severance expense as such expense cannot be reasonably estimated at this time. (c) No estimates are included for potential fair value adjustments on strategic investments given the potential volatility of either gains or losses on those equity investments. (d) The fiscal 2027 aggregate adjustment to reconcile non-GAAP income tax expense to GAAP income tax expense is approximately $0.4 billion. The aggregate adjustment for income taxes is the estimated combined income tax effect for the adjustments shown above as well as an adjustment for discrete tax items. The company’s non-GAAP income tax is calculated using a fixed estimated annual tax rate. View source version on businesswire.com: https://www.businesswire.com/news/home/20260528449392/en/ Investors: Investor_Relations@Dell.com
Media: Media.Relations@Dell.com Original: Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
US Market News
2月前
Dell Technologies Reimagines the Modern Data Center for the AI EraMay 19, 2026 1:00 PM
Business Wire New storage, compute, cyber resilience and automation innovations deliver a foundation built for modern and traditional workloads Dell PowerStore Elite redefines enterprise storage performance and efficiency with an up to 3x performance increase, industry-best 6:1 data reduction and non-disruptive upgrades Dell PowerEdge portfolio expands with eleven new servers that significantly improve data center efficiency across air-cooled and liquid-cooled environments Dell PowerProtect One and Dell Cyber Detect simplify and strengthen AI-powered cyber resilience across the data center Dell Private Cloud expands with the ability to deploy the latest Broadcom, Microsoft and Nutanix software innovations Dell Automation Platform pairs AI agents with a conversational interface to transform how companies deploy, monitor and manage infrastructure Dell Automation Studio delivers AI-assisted, full-stack orchestration so customers can build custom automation workflows across their infrastructure and applications Dell Technologies World — Dell Technologies (NYSE: DELL) introduces a new generation of storage, compute, cyber resilience and automation innovations built to power the modern data center. Why it matters AI is scaling faster than most data centers were built to handle and the applications running the business can't wait. Enterprises don't have the luxury of choosing between what's next and what's now. Dell's latest storage, compute, cyber resilience and automation innovations are built to deliver both. Eliminate storage tradeoffs Dell PowerStore Elite is an intelligent, open storage platform that combines AI-driven software, next generation hardware and non-disruptive modernization. The platform triples performance1 and density2 compared to prior generations, packs up to 5.8 petabytes of effective capacity into a single 3U appliance3 and is backed by an industry-best 6:1 data reduction guarantee.4 Built on industry-standard E3 flash, PowerStore Elite reduces cost per workload while keeping every component, including drives, controllers and networking, modular and field-upgradable, so organizations can evolve their infrastructure without downtime or data migration. Redefine compute and cooling The 18th generation of Dell PowerEdge servers deliver up to 70% better performance5 and 13-to-1 consolidation6 through advanced air-and liquid-cooling designs. Organizations gain dramatically more compute in the same footprint with unified management and security built in. AI, HPC and demanding workloads: The liquid-cooled Dell PowerEdge M9825 with AMD EPYC™ 6th Gen processors deliver modular, ultra-dense compute in factory-integrated IR7000 racks. Designed for the next wave of AI and high-performance workloads, it scales reliably beyond the limits of air-cooled racks, reducing deployment risk and providing predictable, high-impact performance. PCIe-based AI at scale: New air-cooled Dell PowerEdge XE5845 and next-generation XE7845 servers bring higher performance and greater flexibility to PCIe-based AI deployments, supporting next-generation GPUs. High-performance air-cooled compute: The Dell PowerEdge R9825 (dual-socket, 3U) and R9815 (single-socket, 2U) feature 6th Gen AMD EPYC™ processors, bringing high core density – up to 256 cores per system and increased I/O bandwidth to demanding workloads without requiring liquid cooling or data center retrofits. Enterprise consolidation: The Dell PowerEdge R9810 is a high-end, single-socket 2U server powered by Intel’s next-gen server processor, codenamed Diamond Rapids, delivering double the memory bandwidth7, increased cache capacity and up to 50% increase in core count with PCIe expansion.8 Space-efficient compute: The 1U Dell PowerEdge R8815 and R6815 include 6th Gen AMD EPYC™ processors and consolidate traditional dual-socket footprints onto efficient single-socket platforms, reducing power, cooling and licensing costs. Versatile and storage-dense platforms with AMD EPYC™: The Dell PowerEdge R7815 offers flexible PCIe Gen6 and drive configurations. The R7815xd extends the single-socket design into storage-dense environments, and the dual-socket R7825 expands scalability for dense virtualization and analytics. Unify cyber resilience From AI-powered attacks to ransomware, today’s cyber threats are growing more sophisticated and disruptive. Organizations need threat detection, unified protection management and rapid recovery working together as a single operational model. Dell PowerProtect One is the world’s most comprehensive cyber-resilience platform9, purpose-built to secure, detect and rapidly recover business-critical data across any environment. It brings together Dell PowerProtect Data Manager for protection management and orchestration and Dell PowerProtect Data Domain for secure, efficient protection storage under a single control plane. PowerProtect One reduces operational sprawl and delivers a unified experience through third-party support and centralized visibility that cuts management overhead by 50%10 while delivering the world’s best data reduction11 and recovery at scale. Dell Cyber Detect extends AI-powered ransomware detection directly into Dell PowerStore and Dell PowerMax enterprise storage. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,12 it pinpoints the last known clean copy so organizations can recover fast. Simplify and automate the full stack Dell introduces software innovations that deliver cloud simplicity and agentic intelligence for infrastructure management. The Dell Automation Platform serves as the common foundation, powering private cloud deployments and expanding AI-driven automation capabilities. Private Cloud Everywhere Dell Private Cloud, delivered through Dell Automation Platform, lets organizations deploy and run their preferred cloud stack from vendors like Broadcom, Microsoft, Nutanix and Red Hat on open, disaggregated Dell infrastructure with automated lifecycle management. It scales compute and storage independently, avoids lock-in and delivers up to 65% cost savings versus HCI.13 New ecosystem advancements include the ability to deploy VMware Cloud Foundation 9.1, Microsoft Azure Local and Dell PowerStore integration with Nutanix AHV. Dell Distributed Private Cloud (formerly Dell NativeEdge) extends enterprise-class resilience to edge and distributed environments with two-node high-availability clusters, automatic failover, enhanced VM live migration, built-in zero-trust security and zero-touch endpoint support, reducing costs and simplifying operations at distributed sites. AI-Driven Automation Dell Automation Platform introduces agentic intelligence through a personalized generative user experience that adapts to how teams design, operate and manage infrastructure. By integrating Dell AIOps, Dell Automation Platform turns telemetry into action using intelligent agents to continuously optimize systems while keeping customers in control. Dell Automation Studio is a premium set of Dell Automation Platform capabilities that allow customers to create AI-driven compute, storage and networking automation workflows using familiar tools and processes that reduce time-to-service and operational complexity. Open and flexible by design, Automation Studio lets organizations create tailored solutions that deliver consistent, full-stack automation at scale. Perspectives Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies: “AI doesn't wait, and neither can the infrastructure under it. The modern data center is defined by intelligent software that makes IT simpler, and we're delivering it end-to-end. PowerStore Elite, next-generation PowerEdge servers, PowerProtect One and the agentic automation across Dell Private Cloud give customers a complete, software-driven foundation to run their most demanding workloads today and keep evolving for what comes next.” Matt Kimball, VP & Principal Analyst, Moor Insights & Strategy: “IT teams are being asked to support AI, defend against increasingly sophisticated threats, and modernize infrastructure - often without adding headcount. Dell’s approach stands out because it addresses the operational reality across the full stack. PowerStore Elite helps eliminate the traditional storage refresh cycle, PowerEdge enables meaningful infrastructure consolidation and PowerProtect One simplifies cyber resilience. Together, these technologies reduce operational complexity, which remains one of the largest hidden costs in enterprise IT.” Availability Dell PowerStore Elite will be available in July 2026. Dell PowerEdge M9825, Dell PowerEdge R9825 and Dell PowerEdge R9815 servers will be available in 2H 2026. Dell PowerEdge XE5845 and Dell PowerEdge XE7845 servers will be available in Q1 2027. Dell PowerEdge R9810 server will be available in 2027. Dell PowerEdge R8815, Dell PowerEdge R6815, Dell PowerEdge R7815, Dell PowerEdge R7815xd and Dell PowerEdge R7825 servers will be available in 2027. Dell PowerProtect One is available now. Dell Cyber Detect for Dell PowerStore will be available Q3. Dell Cyber Detect for Dell PowerMax will be available in 2H 2026. Dell Private Cloud deploying VMware with VCF 9.1 support will be available in June 2026. Dell Private Cloud deploying Nutanix with Dell PowerStore support will be available in July 2026. Dell Private Cloud deploying Microsoft Azure Local will be available in June 2026. Dell Distributed Private Cloud is available now. Dell Automation Platform Agentic AI capabilities are planned to be available later this year. Dell Automation Studio will be available in June 2026. Additional resources Dell Technologies World 2026 Press Kit Blog: Introducing PowerStore Elite: Built to Lead in an Unpredictable World Blog: AI Infrastructure for Enterprise: Time to Move Past the Pilot Blog: Cyber Resilience, Simplified Blog: Dell Ushers in the Agentic Era of IT Operations 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. Based on internal analysis comparing PowerStore 1500 and 1200T models using peak IOPs running 70/30 read/write mix, 8k block size over FC. Actual results will vary. Based on a comparison of fully populated base chassis: PowerStore 9500 assuming a 6:1 data reduction rate (DRR) versus PowerStore 9200T assuming a 5:1 DRR. Actual results may vary. Based on maximum configuration of PowerStore 9500 base chassis. Effective capacity assumes average 6:1 data reduction. Actual results vary. Based on Dell analysis comparing primary storage data reduction guarantees vs Dell’s Storage Data Reduction program – May 2026. For PowerStore Gen 3, applies to new arrays initially installed with PowerStoreOS 5.0. For details see: All-Flash Data Reduction Guarantee Terms and Conditions. Actual data reduction rates will vary. Based on internal analysis compared to 17th generation., May 2026 Based on internal analysis compared to 17th generation., May 2026 The Dell PowerEdge R9810/R9820 delivers memory bandwidth up to 12,800 MT/s, doubling the 6,400 MT/s capability of the previous 17th Generation Dell PowerEdge servers. This represents a 2x improvement in memory bandwidth between generations. The Dell PowerEdge R9810/R9820, equipped with Intel Diamond Rapids (DMR) P-core CPUs, delivers 50% more CPU cores than the previous generation. While Intel Granite Rapids (GNR) P-core CPUs offer 128 cores per socket, Diamond Rapids scales up to 256. Based on Dell analysis of leading enterprise backup, cyber-resilience, and purpose-built backup appliance as of April 2026. Evaluation considered breadth of cyber-resilience capabilities; depth of integrated storage security; workload and environment coverage; openness of ecosystem; unified management experience; and availability of formal financial guarantees. Analysis is based on publicly available vendor documentation, third-party research, and Dell product materials. Actual capabilities and results may vary. Based on Dell internal analysis, October 2025. Based on Dell analysis of the purpose-built backup appliance market and available max average deduplication ratios. December 2025. Based on an Omdia/ESG report commissioned by Index Engines, "Index Engines’ Cyber Detect Validated 99.99% Effective in Detecting Ransomware Corruption". June 2024. Actual results may vary. Based on internal Dell testing comparing the three-year cost of a five-node HCI cluster (92 TB storage, 163 TB capacity) to Dell Private Cloud with BYOS. Results assume data compression, DDR ratios, VMware RAID 5 erasure coding, and 1.5x compression. Actual results may vary. March 2026. ©Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519845114/en/ Media Relations: Media.Relations@Dell.com Original: Dell Technologies Reimagines the Modern Data Center for the AI Era
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2月前
Dell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell PowerStore EliteMay 19, 2026 1:00 PM
Business Wire Software and hardware innovations deliver breakthrough performance today and architectural flexibility to evolve as IT needs change Dell PowerStore Elite is engineered for continuous modernization with non-disruptive upgrades across the entire system Boost performance up to 3x with software-driven improvements and 3x network throughput Store more data for less with new industry-best 6:1 data reduction guarantee Accelerate workload consolidation with up to 5.8 petabytes of effective capacity in a single 3U system Reduce manual effort by up to 95% with AI-driven automation and Dell Cyber Detect that discovers ransomware with 99.99% confidence Dell Technologies World — Dell Technologies (NYSE: DELL) introduces Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through software-driven innovation and a fully refreshed hardware platform. PowerStore Elite supports block, file, virtual machines and container workloads with mixed-generation clustering that lets existing customers adopt the latest PowerStore without disruption. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260519462037/en/Dell PowerStore Elite Why it matters Enterprise storage decisions have never been more important. Data is exploding. AI workloads are expanding. Cyber threats are intensifying. Flash supply dynamics are putting new pressure on infrastructure planning. And IT teams are expected to modernize through all of it, without adding complexity, risk or operational overhead. PowerStore Elite is built for this moment. It’s an intelligent, open storage platform combining AI-driven software, next generation hardware and non-disruptive modernization so customers can keep storage infrastructure modern as future requirements change. Software-driven innovation at the core PowerStore Elite’s software advancements deliver up to 3x more performance1 and 3x more throughput2 than previous generation systems on a unified platform built to adapt as workloads evolve: Eliminate performance tradeoffs: PowerStore Elite delivers enterprise-class performance on either TLC or QLC media, so customers choose based on capacity and cost, rather than tier. New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. Higher efficiency, lower overhead: Unaligned deduplication for unstructured data and enhanced compression offloads increases usable capacity with zero performance or workload impact. I/O-level telemetry: Delivers deep visibility into every read and write operation, speeding root cause analysis and laying the groundwork for forthcoming inline ransomware detection capabilities. Software-driven performance gains: Metadata Acceleration serves reads up to 70% faster for all PowerStore customers 3 accelerating the lookups behind file searches and everyday operations that slow down as your data grows. Next-generation hardware, standards-based by design PowerStore Elite’s refreshed hardware, based on Intel Xeon Scalable processors with up to 50% more Intel CPU cores 4, DDR5 memory, PCIe Gen 5 support and a new 200Gb RDMA node interconnect improves internal load balancing and failover. Available in three new models, Dell PowerStore 1500, 5500 and 9500, PowerStore Elite packs up to 40 drives and 5.8 petabytes of effective capacity into a single 3U chassis.5 It delivers up to 3x the density of prior generations6 on low-profile E3 NVMe flash. Because that flash is industry-standard rather than proprietary, customers benefit from broader supply, competitive pricing and freedom from vendor lock-in, a meaningful advantage in today's constrained supply environment. Up to 40 network ports per appliance, with 64Gb FC (128Gb-ready) and 200/400Gb Ethernet-ready connectivity, provide the flexibility to consolidate workloads at scale. Industry-best 6:1 data reduction guarantee Dell’s data reduction guarantee has long been a competitive advantage. With advancements in data path efficiency and hardware-assisted compression, PowerStore Elite raises the bar from 5:1 to a new industry-best 6:1 guarantee7 that helps customers offset costs with predictable, long-term storage economics, even in supply constrained environments. Stay modern without starting over PowerStore Elite integrates into existing environments without forcing customers to rethink how they operate. New systems cluster with earlier PowerStore deployments, data and workloads move without downtime, and capacity or performance can be added incrementally where it delivers the most value. Lifecycle Extension (LCE) reinforces this model by turning modernization into an ongoing benefit. Existing customers can transition to PowerStore Elite more cost-effectively, while new deployments get a predictable path to stay current. Customers receive data-in-place upgrades with deployment included, a dedicated technical advisor and buy-three-get-one-free capacity expansions, all backed by 24/7 Dell ProSupport or ProSupport Plus. AI-powered simplicity From individual arrays to fleet-wide operations, PowerStore Elite puts AI to work where it matters most. Built-in intelligence reduces manual effort by up to 95%,8 continuously balancing workloads, tuning performance and improving efficiency in real time. At the fleet level, Dell AIOps capabilities extend that intelligence across the entire environment with predictive insight and automation, allowing administrators to offload manual reporting, performance trending and capacity planning. With AIOps, customers can resolve issues up to 10x faster than traditional approaches9. Dell Cyber Detect is a new integrated offering that extends AI-powered ransomware detection directly into Dell PowerStore. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,10 it pinpoints the last known clean copy so organizations can recover fast. Built to evolve with customer needs Beyond raw performance, PowerStore is built to adapt as enterprise workloads evolve, extending its capabilities across private cloud, containers and modern application environments. Private cloud foundation: PowerStore is a proven foundation for private clouds, with a wide range of supported cloud stack software from vendors like Broadcom, Microsoft, Nutanix and Red Hat, so customers can run their existing stack without rearchitecting. Customers can deploy PowerStore through Dell Private Cloud on open, disaggregated infrastructure that scales compute and storage independently on infrastructure that delivers up to 65% cost savings versus HCI.11 Read more about the latest Dell Private Cloud updates here. Modern app support: PowerStore delivers unified scale-up and scale-out architecture supporting block, file, virtual machines and container workloads across a four-appliance cluster. Dynamic core allocation instantly adjusts CPU resources as workloads fluctuate, while NAS server mobility simplifies consolidation and load balancing. Seamless cloud mobility: Organizations can meet any RTO/RPO with complete replication flexibility across Ethernet and Fibre Channel, allowing for fluid data mobility between on-premises infrastructure and multicloud environments. Perspectives Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies:
“Private clouds are only as powerful as the storage underneath them. Nearly 20,000 customers trust PowerStore to run their business and with PowerStore Elite, customers get a generational leap in performance and density on a container-based architecture built to evolve with their workloads. That's what future-proofed infrastructure actually looks like. PowerStore Elite isn't just the next generation, it's the new gold standard.” Scott Sinclair, Practice Director, Omdia:
"The storage market is being reshaped by AI growth, ransomware pressure and a tightening flash supply, and enterprises can't afford infrastructure decisions that lock them into a single path. PowerStore Elite’s standards-based E3 NVMe, combined with a 6:1 data reduction guarantee and mixed-generation clustering, gives customers real flexibility on cost, capacity, and timing. That's the kind of optionality buyers should be demanding right now." Kevin Weissman, Global Solutions Architect, WWT:
“Our customers are looking for infrastructure that won’t limit their growth a few years down the road. PowerStore Elite delivers that future-proof foundation with extreme performance, intelligent software, and the 6:1 guarantee to protect their business as requirements evolve.” Availability Dell PowerStore Elite will be globally available in July 2026. Dell Cyber Detect for PowerStore will be available in Q3 2026. Additional resources Dell Technologies World 2026 Press Kit Blog: Introducing PowerStore Elite: Built to Lead in an Unpredictable World 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. Based on preliminary internal analysis comparing PowerStore 1500 and 1200T models using peak IOPs running 70/30 read/write mix, 8k block size over FC. Actual results will vary. Based on preliminary internal analysis comparing a PowerStore 9500 and 9200T models using and 70/30 read/write workload with 1 MB block sizes. Actual results will vary. Based on Dell internal testing comparing PowerStore 500T systems running PowerStoreOS 4.3 versus PowerStoreOS 5.0 using a 100% read workload with 8KB block sizes. Actual results will vary. Based on a comparison of CPU total core count specifications between PowerStore 3200T and PowerStore 5500 models Based on maximum configuration of PowerStore 9500 base chassis. Effective capacity assumes average 6:1 data reduction. Actual results vary. Based on a comparison of fully populated base chassis: PowerStore 9500 assuming a 6:1 data reduction rate (DRR) versus PowerStore 9200T assuming a 5:1 DRR. Actual results may vary. Based on Dell analysis comparing primary storage data reduction guarantees vs Dell’s Storage Data Reduction program – May 2026. For PowerStore Gen 3, applies to new arrays initially installed with PowerStoreOS 5.0. For details see: All-Flash Data Reduction Guarantee Terms and Conditions. Actual data reduction rates will vary. Based on internal Dell analysis of PowerStore Manager intelligent automation features versus traditional array management. Actual results may vary. Dell AIOps user survey, Dell Technologies, January 2026. Actual results may vary. Based on an Omdia/ESG report commissioned by Index Engines, "Index Engines’ Cyber Detect Validated 99.99% Effective in Detecting Ransomware Corruption". June 2024. Actual results may vary. Cost savings - Based on internal Dell testing comparing the three-year cost of a five-node HCI cluster (92 TB storage, 163 TB capacity) to Dell Private Cloud with BYOS. Results assume data compression, DDR ratios, VMware RAID 5 erasure coding, and 1.5x compression. Actual results may vary. March 2026. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519462037/en/ Media Relations: Media.Relations@Dell.com Original: Dell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell PowerStore Elite
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2月前
Dell Technologies Closes the Gap Between AI Ambition and AI OutcomesMay 18, 2026 1:00 PM
Business Wire Dell AI Factory with NVIDIA advancements span agentic AI, data orchestration, next-generation infrastructure and an expanding open ecosystem built to advance enterprise AI from experiment to reality Agentic AI at scale: Deskside solution with NVIDIA NemoClaw support lets enterprises build and run secure, autonomous agents locally with data that never leaves their environment, plus OpenShell integration across the Dell AI Factory provides seamless scaling from deskside to data center AI-ready data: Faster indexing of billions of files of all types, up to 6x faster SQL query performance and new NVIDIA Omniverse integration turn enterprise data into AI fuel Next-generation infrastructure: Turnkey rack deployment, intent-based networking and the industry's most efficient rack-mount CDU advance the AI foundation An open ecosystem that delivers outcomes: New solutions with Google, Hugging Face, OpenAI, Palantir, Reflection, ServiceNow, SpaceXAI and others, plus security solutions and services, and a new Dell AI Ecosystem Program give enterprises more ways to deploy AI on infrastructure they control Dell Technologies World – Dell Technologies (NYSE: DELL) announces a broad set of advancements to the Dell AI Factory with NVIDIA, delivering the foundation enterprises need to move from AI ambition to realized outcomes. With more than 5,0001 customers already deploying the Dell AI Factory, these portfolio additions are designed to help organizations adopt AI with confidence, scale with purpose, and achieve results on infrastructure they control, with data they trust. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518066830/en/Dell PowerRack in data center Why it matters Most enterprises don't have an AI ambition problem. They have an AI execution problem. Data availability and quality remain the top implementation challenges across organizations at every stage of AI maturity.2 Without a trusted, AI-ready data foundation, even the best infrastructure falls short. Pilots stall before they reach production, and the promise of agentic AI remains out of reach. Dell and NVIDIA address this with a simplified, integrated approach that can accelerate time-to-value by up to 84%3 and gives enterprises the confidence to scale. Agentic AI at for every workload As agentic AI workloads grow in complexity, cloud costs are becoming increasingly unpredictable. Organizations are seeking a more controlled approach to deploying autonomous AI where performance, data sovereignty and cost efficiency are paramount. Dell Deskside Agentic AI, a new solution powered by Dell’s high-performance workstations and NVIDIA NemoClaw, allows enterprises to more securely build and run autonomous agents locally with data that never leaves the device. Supported by end-to-end Dell services, the solution is designed for specialized groups in software engineering, academic research and regulated industries, converting variable cloud token costs into a controlled infrastructure investment. With Dell Deskside Agentic AI, organizations can break even versus public cloud API costs in as little as three months.4 NVIDIA OpenShell, the secure runtime for autonomous agents, is now supported across the entire Dell AI Factory with NVIDIA. This allows organizations to build, deploy and govern agents with privacy controls, from Dell Pro Precision towers and Dell Pro Max with GB10 and GB300 through to Dell PowerEdge XE servers. The Dell-NVIDIA AI-Q 2.0 Reference Architecture, powered by the Dell AI Data Platform with NVIDIA, extends this foundation with a production-ready multi-agent research workflow for regulated industries. Read more here. Turning enterprise data into AI fuel AI is only as good as the data it can find, trust and act on. Dell is announcing significant advancements to the Dell AI Data Platform that make enterprise data AI-ready at scale across the full lifecycle, from discovery and preparation to analytics and AI-driven experiences. Unify and orchestrate AI data pipelines at scale: Enhancements to the Dell AI Data Platform’s orchestration and search capabilities index billions of unstructured files and connect them into governed pipelines, accelerating data discovery and dataset creation for AI. Integrated services for Dell AI Data Platform help customers tackle challenges like data preparation, skills gaps and operational complexity so they can move from pilots to production faster. Accelerate SQL analytics for NVIDIA Blackwell and future NVIDIA Vera CPU platforms: Within Dell AI Data Platform, the Dell Data Analytics Engine, powered by Starburst, brings GPU-accelerated SQL analytics to enterprise AI, delivering up to 6x faster query performance on NVIDIA Blackwell GPUs today5 with support designed for future platforms including Vera. This accelerates insights for both traditional data analytics and data-intensive agentic AI applications. Higher density, lower TCO: The new Dell ObjectScale X7700 ultra-dense appliance delivers up to 45%6 more HDD capacity than the previous generation, with flexible compute-to-storage scaling and improved TCO. Forthcoming 245 TB all-flash drive support will more than triple7 ObjectScale flash density. Power digital twins and AI-driven experiences with unified data: Within Dell AI Data Platform with NVIDIA, Dell storage and search engines integrate with NVIDIA Omniverse libraries to combine scalable object storage with semantic, vector-based asset search. This helps connect PLM systems and repositories directly into Omniverse, feeding digital twins and physical AI training and validation workflows with trusted, well-organized data. Next-generation infrastructure built for the demands of modern AI Dell is expanding its AI infrastructure portfolio with new systems built for modern enterprise AI workloads. As the top rack-scale infrastructure provider,8 shipping more than twice the number of rack-scale servers compared to the closest competitor,9 Dell is adding PowerRack to the industry’s broadest AI infrastructure portfolio.10 Dell PowerRack is a fully integrated system – compute, networking and storage engineered as one – with thermal design, power management and software optimization built to work together from the ground up. The result is accelerated AI and HPC workloads at enterprise scale, without the integration overhead of component assembly. Dell PowerRack for storage and networking are simplified, rack-scale platforms delivering factory-integrated dedicated Dell Exascale storage and Dell PowerSwitch networking with a system-level approach to performance, power and cooling, managed consistently through the Dell Integrated Rack Controller. Additional infrastructure updates include: The industry's only 4-in-1 storage built for extreme-scale11: Dell is adding PowerFlex to Dell Exascale Storage, completing a unified rack architecture for Dell PowerRack that supports block (PowerFlex), file (PowerScale, Lightning File System), and object (ObjectScale) for AI, HPC and demanding enterprise workloads. Compact, mountable rack workstation: The Dell Pro Precision 7 R1 brings high-performance computing to space-constrained environments in a 1U form factor with NVIDIA RTX PRO Blackwell Max-Q Workstation Edition GPUs and up to 64TB of storage. Unified rack management: New releases of the Dell Integrated Rack Controller and Dell OpenManage Enterprise deliver a unified control plane for integrated compute, with expanded remote device connectivity and orchestration across the entire rack. Next-generation cooling: The Dell PowerCool CDU C7000 is the first rack-mount cooling distribution unit to meet the cooling needs for the NVIDIA Vera Rubin NVL72 platform in a compact 4U, 19” form factor, and extends Dell’s cooling capacity and support for up to 40°C facility water. Scalable solutions with an expanding open ecosystem The new Dell AI Ecosystem Program gives AI software providers a structured path to validate solutions on Dell AI Factory infrastructure, turning fragmented innovation into proven, deployable outcomes. For enterprises, this means lower-risk paths to production-scale AI, faster POC-to-production and the ability to run AI solutions where data lives. Bringing AI leaders and frontier models to the enterprise helps organizations maintain control over their data, models and operations within their trusted environments. Google and Dell are collaborating to bring Gemini 3 Flash models on Google Distributed Cloud on Dell PowerEdge XE9780 servers. This fully integrated, on-premises solution allows enterprises to run advanced generative AI workloads within a private, confidential computing environment. By leveraging a secure BIOS and robust security attestation, organizations can more seamlessly meet strict data protection, residency, and sovereignty requirements. The collaboration supports the latest Gemini models—featuring expanded 1M+ context windows and advanced AI tools like Gemini CLI—delivering the security and control modern enterprises demand. Dell Enterprise Hub on Hugging Face gives enterprises on-premises access to a curated collection of the latest open-weight models, including MiniMax-M2.7, DeepSeek Pro, DeepSeek-V4, GLM 5.1 and Kimi K2.6, optimized for Dell AI Factory infrastructure. As the industry moves toward highly efficient architectures delivering frontier-level reasoning at long context lengths, this collaboration shifts the tokenomics of enterprise AI, giving organizations a trusted, more secure path to deploy the most capable open models where their data lives, at a fraction of the cost. OpenAI and Dell Technologies are collaborating to help more enterprises deploy Codex in the environments where their most important data, systems, and workflows already live. Through this collaboration, Codex will connect with the Dell AI Data Platform, which many businesses already use to store, organize, and govern enterprise data on-premises. The collaboration will help customers bring Codex closer to the internal context that makes agents useful: codebases, documentation, business systems, operational knowledge, and team workflows. Dell and OpenAI will also explore how Codex can connect with the Dell AI Factory, which businesses use to power their AI workloads. Palantir's Foundry and AIP platform is coming on-premises to the Dell AI Factory, where Palantir's Ontology layer will be deployed on Dell ObjectScale and PowerFlex to ingest data from enterprise sources and automate business workflows using AI models deployed on the Dell AI Factory. This will allow enterprises and sovereign entities to connect all their data sources across their enterprise, define and dynamically manage relationships between those data sources and optimize their business operations with the full weight of AI, all within their organization boundaries. Reflection’s open-source frontier AI models are coming on-premises on the Dell AI Factory. Open models help enterprises in regulated industries including governments and sovereign entities to deploy AI in fully controlled environments. Reflection's frontier-level quality models deployed on the Dell AI Factory, integrated with the Dell AI Data Platform, will help customers securely extract knowledge from on-premises data sources. SpaceXAI and Dell deliver Grok's advanced reasoning and multimodal capabilities as more secure, enterprise-grade AI assistants, deployable fully on-premises or in a hybrid approach. In addition, ServiceNow customers will be able to leverage the Dell AI Factory to bring together infrastructure and enterprise workflow automation, enabling organizations to discover, govern, and operationalize AI focused on business outcomes New validated AI solutions for common enterprise outcomes spanning agentic AI with Mistral, computer vision with Fogsphere and Ipsotek, an Eviden business, immersive AI with UneeQ Digital Humans, and code assistants with Poolside — are deployable directly from the Dell Automation Platform catalog. New security solutions and services using CrowdStrike, Fortanix and F5 provide full-stack, 24/7 protection and confidential AI across AI infrastructure, data, models and applications for more resilient AI foundations. JFrog and Dell deliver a central hub for securely managing AI models, MCPs, Agent Skills and software artifacts at scale. Perspectives: Michael Dell, chairman and chief executive, Dell Technologies: “With the advent of Agentic AI, every organization now faces the same challenge to turn intelligence into impact at speed or become obsolete. At Dell Technologies, we’re helping customers turn their data into AI fuel on infrastructure they control with security, governance and cost efficiency.” Jensen Huang, founder and CEO, NVIDIA: "Agentic AI has arrived - enterprise AI adoption is going parabolic. Dell and NVIDIA are building the full-stack AI factory for this moment, with accelerated computing, networking, storage, software and services that scale from the desktop to the data center — turning AI’s potential into unprecedented productivity for enterprises everywhere.” Availability Dell Deskside Agentic AI Solutions are now available. Dell AI Data Platform orchestration and search advancements will be available in Q2 2026. Dell Data Analytics Engine accelerated by NVIDIA Blackwell and NVIDIA Vera will be available in Q1 2027. Dell ObjectScale NVIDIA Certified Storage validation will be available in Q2 2026. Dell ObjectScale and Dell Data Search Engine integration with NVIDIA Omniverse is available now. Dell Exascale with the Dell PowerFlex addition will be available in 1H 2027. Dell Pro Precision 7 R1 will be available in July 2026. Dell PowerRack for compute is available now. Dell PowerRack for Dell PowerSwitch networking will be available in September 2026 Dell PowerRack for Dell Exascale storage will be available in 2H 2026. Dell Integrated Rack Controller and Dell OpenManage Enterprise releases will be available in May 2026. Dell PowerCool CDU C7000 will be available in Q3 2026. Dell AI solutions will be available throughout 2026. Additional resources Dell Technologies World 2026 Press Kit Learn more about Dell AI Solutions. Blog: Securing Your AI Workloads with Dell AI Factory with NVIDIA Blog: The Agentic AI Continuum: When Deskside Makes Sense Blog: Density by Design: Inside Dell Pro Precision 7 R1 Blog: Dell AI Data Platform with NVIDIA: Full Throttle AI Blog: Securing Storage: Dell’s Layered Approach to PQC Readiness - is the PQC Blog2 one Blog: Dell PowerRack Transforms AI Infrastructure with Scalable Compute, Networking and Storage Blog: Simplifying Enterprise AI: Introducing the Dell AI Ecosystem Program Blog: Choice Without Compromise: Inside Dell's Expanding AI Ecosystem Blog: Dell Enterprise Hub Brings Frontier Open Models to PowerEdge XE9780 Blog: Dell and Palantir Introduce an On-Premises AI Operating System Blog: Dell Technologies and SpaceXAI Collaborate to Bring Grok On-Premises to Enterprise Environments 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. ____________________ 1 Based on April 2026 Dell analysis of customer order data.
2 Gartner, “AI Maturity Matters: Increased Trust, Improved Effectiveness, Optimized Operations,” June 30, 2025.
3 Based on a Principled Technologies report commissioned by Dell, Accelerate AI time to value with Dell Services, April 2026.
4 Based on validated analysis by Signal 65 and Futurum Group: "The Economics of Agentic AI: On-premises Deployments with Dell AI Factory vs. Cloud", May 2026. Based on publicly available API pricing and Dell solution pricing and performance data provided by Dell. Savings assume a multi-year deployment and a range of Dell Pro Max Workstations and PowerEdge Servers being used for general knowledge, sales, and software development workloads all supported by agentic AI over a 5-day work week. Analysis is inclusive of estimated cloud discounts, and infrastructure hosting, energy, infrastructure management, and Dell support services costs. Individual results may vary.
5 Based on Dell internal analysis, May 2026.
6 Based on Dell comparison of maximum available storage capacity on planned ObjectScale X7700 versus previous-generation ECS 5000, May 2026. Actual results may vary.
7 Support for 245 TB drives and an expanded drive count per node are targeted for an ObjectScale release in 2H 2026. Actual usable capacity and density may vary.
8 Based on IDC data on CY25 rack-scale units sold worldwide.
9 Based on IDC data on CY25 rack-scale units sold worldwide.
10 Based upon internal analysis, March 2026
11 Based on internal analysis, May 2026. Comparison refers to distinct file, object, block, and parallel-file engines on one reusable hardware platform, excluding single-engine multi-protocol designs. Block storage is expected to be available in 1H CY2027. View source version on businesswire.com: https://www.businesswire.com/news/home/20260518066830/en/ Media Relations: Media.Relations@Dell.com Original: Dell Technologies Closes the Gap Between AI Ambition and AI Outcomes
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2月前
Dell Technologies Delivers Production-Ready Agentic AI from Deskside to Data CenterMay 18, 2026 1:00 PM
Business Wire Expands the Dell AI Factory with NVIDIA, giving enterprises a local, secure and cost-predictable foundation for production-ready agentic AI—from the desk where decisions are made to the data center where they scale Dell Deskside Agentic AI allows enterprises to stand up agentic AI locally, securely and at predictable cost New solution – powered by Dell high-performance workstations, NVIDIA NemoClaw software stack and Dell Services – handles workhorse models from 30 billion to 1 trillion parameters at the desk NVIDIA OpenShell integration provides a sandboxed runtime to build, test and govern AI agents with security and privacy controls across the Dell AI Factory with NVIDIA from deskside workstations to Dell PowerEdge XE servers NVIDIA AI-Q 2.0 blueprint support accelerates deployment of multi-agent workflows on Dell AI Factory infrastructure Dell Technologies World--Dell Technologies (NYSE: DELL) introduces Dell Deskside Agentic AI, a new addition to the Dell AI Factory with NVIDIA that gives workgroups the ability to deploy and scale agentic AI workflows locally without the cost, latency and data sovereignty constraints of cloud-only approaches. With the NVIDIA OpenShell runtime now supported across the entire Dell AI Factory with NVIDIA, enterprises benefit from a single security and policy enforcement layer from deskside workstations to Dell PowerEdge XE servers. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518580963/en/Dell Deskside Agentic AI Why it matters As AI workflows shift toward agentic architectures, token usage compounds at an accelerating rate, driving cloud costs that can quickly become unsustainable despite falling token prices. Cloud-only strategies fall short on what matters at scale: economics, security and data sovereignty. Organizations running agentic AI need infrastructure that addresses all three and scales with workloads without requiring a rebuild every time they mature. The Dell AI Factory with NVIDIA delivers an enterprise-ready path from the desk where decisions are made to the data center where they scale. For agentic AI workloads of various sizes, organizations can break even versus public cloud API costs in as little as three months with Dell Deskside Agentic AI.1 Deskside systems keep inferencing local, costs predictable and data secure, giving businesses greater control over their AI environment. NVIDIA OpenShell gives developers and IT teams a secure, sandboxed environment to build, deploy and govern AI agents across the Dell AI Factory with NVIDIA from workstations to servers. Teams can build and iterate more freely while reducing exposure to unpredictable cloud inference costs, bandwidth expenses and IP risks. A complete solution for production-ready deskside agentic AI Dell Deskside Agentic AI is built around the reality that roughly over 50% of agentic workflows run on open-weight models.2 This is where the 30-billion to 284-billion parameter model range performs bulk reasoning that efficiently drives operations forward. From coding assistants and research agents to highly secure, private AI assistants for regulated industries, the solution offers a range of Dell high-performance workstations, each sized for different workload and budget requirements. These pair with the NVIDIA NemoClaw reference stack and Dell Services to handle heavy AI workloads wherever they make the most economic sense. With Dell Deskside Agentic AI, organizations can reduce spend up to 87% compared to cloud APIs, over two years.3 Dell Pro Max with GB10: Compact and power-efficient system for small-scale, individual agent prototyping, starting with 30 billion up to 200 billion parameter models. Dell Pro Precision 9: Enterprise workstation towers featuring Intel Xeon 600 processors for workstation and up to five NVIDIA RTX PRO Blackwell Workstation Edition GPU configurations, providing scalable performance for workhorse-class GPU workloads and supporting models from 30 billion to 500 billion parameters. Dell Pro Max with GB300: Powered by the NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip and Dell’s exclusive MaxCool technology for peak efficiency, this platform is purpose-built for inference of frontier-level AI models from 120 billion up to 1 trillion parameter models. NVIDIA NemoClaw reference stack: An open-source foundation for securely managing always-on AI agents built on OpenClaw, the agentic framework that powers persistent, autonomous, multi-step AI workflows on local hardware. The stack combines high-performance NVIDIA Nemotron open models for reasoning and coding, and OpenShell's secure runtime — all part of the NVIDIA Agent Toolkit for building and orchestrating long-running agents. Dell Services: End-to-end guidance through the full agentic AI lifecycle – from initial strategy and hardware deployment to workflow alignment, agent prioritization and ongoing optimization – accelerating time-to-production and closing internal AI skills gaps. Reliable framework for every workload Deploying agentic AI in production requires a consistent framework that protects sensitive data, integrates with current operations and covers the full infrastructure stack. NVIDIA OpenShell, now supported across the entire Dell AI Factory with NVIDIA, gives organizations a sandboxed environment to build, deploy and govern agents with privacy and security controls at runtime. It spans Dell high-performance workstations through Dell PowerEdge XE servers on Canonical Ubuntu and Red Hat AI in the Dell AI Factory with NVIDIA. Developing and deploying agents closer to data improves governance, security and operational control. NVIDIA AI-Q 2.0 blueprint support gives organizations a tested foundation to deploy multi-agent workflows handling research, decision support and complex tasks, accelerating the move from pilot to production. Now available as the Dell-NVIDIA AI-Q 2.0 Reference Architecture, powered by Dell AI Data Platform, it is engineered for demanding on-premises workloads in regulated industries including financial services, public sector and manufacturing. Perspectives Jeff Clarke, chief operating officer, Dell Technologies:
"The most efficient token is the one produced closest to the data, and most enterprise data isn't in the cloud. Dell Deskside Agentic AI gives every workgroup a secure local environment to run agents, keep costs predictable and keep IP inside the building. What works at the desk scales to the data center. That's a deployment model for the next decade." Justin Boitano, vice president, AI Platforms, NVIDIA:
“As enterprises reshape and scale the future of work with agentic AI, they’re seeking infrastructure that spans the full enterprise — from our desks where work happens to the AI factories where intelligence scales. With NVIDIA OpenShell across the Dell AI Factory with NVIDIA, enterprises can develop locally, scale securely and deploy agentic AI on one consistent platform.” Ryan Shrout, president, Signal65:
“As enterprises transition from AI experimentation to full-scale production, the need for secure, scalable and cost-effective infrastructure has never been greater. Dell Deskside Agentic AI, as part of the Dell AI Factory, bridges the gap between local control and enterprise scalability, while providing headroom for continued iteration. This deskside to data center capability is unique and empowers organizations to harness the full potential of agentic AI while maintaining data sovereignty and predictable costs.” Availability Dell Deskside Agentic AI is available now. NVIDIA OpenShell (on Canonical Ubuntu and Red Hat AI in the Dell AI Factory with NVIDIA) and NVIDIA AI-Q 2.0 for Dell AI Factory with NVIDIA, are available now. Dell-NVIDIA AI-Q 2.0 Reference Architecture, powered by Dell AI Data Platform, is available now. Additional resources Dell Technologies World 2026 Press Kit Blog: The Agentic AI Continuum: When Deskside Makes Sense 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. ©Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. ____________________________ 1 Based on validated analysis by Signal 65 and Futurum Group: "The Economics of Agentic AI: On-premises Deployments with Dell AI Factory vs. Cloud," May 2026. Based on publicly available API pricing and Dell solution pricing and performance data provided by Dell. Savings assume a multi-year deployment and a range of Dell Pro Max Workstations and PowerEdge Servers being used for general knowledge, sales, and software development workloads all supported by agentic AI over a 5-day work week. Analysis is inclusive of estimated cloud discounts, and infrastructure hosting, energy, infrastructure management, and Dell support services costs. Individual results may vary. 2 Based on Dell internal analysis of LLM Rankings | OpenRouter, highlighting that over 50% of tokens used by open weights models. 3 Based on validated analysis by Signal 65 and Futurum Group: "The Economics of Agentic AI: On-premises Deployments with Dell AI Factory vs. Cloud", May 2026. Based on publicly available API pricing and Dell solution pricing and performance data provided by Dell. Savings assume a multi-year deployment and a range of Dell Pro Max Workstations and PowerEdge Servers being used for general knowledge, sales, and software development workloads all supported by agentic AI over a 5-day work week. Analysis is inclusive of estimated cloud discounts, and infrastructure hosting, energy, infrastructure management, and Dell support services costs. Individual results may vary. View source version on businesswire.com: https://www.businesswire.com/news/home/20260518580963/en/ Media Relations: Media.Relations@Dell.com Original: Dell Technologies Delivers Production-Ready Agentic AI from Deskside to Data Center
US Market News
2月前
Dell Technologies Board Unanimously Recommends Redomestication to TexasMay 4, 2026 4:10 PM
Business Wire Dell Technologies (NYSE: DELL) today announced that its Board of Directors has unanimously approved changing the jurisdiction of Dell Technologies’ state of incorporation from Delaware to its home state of Texas. The Board of Directors has recommended that Dell Technologies’ stockholders approve this redomestication at the 2026 Annual Meeting of Stockholders to be held on June 25, 2026. The proposed redomestication would align Dell Technologies’ state of incorporation with its roots and long-standing center of operations. Michael Dell founded the company in Austin in 1984. Today, Dell’s global headquarters, chairman and chief executive officer, and the largest concentration of its U.S. workforce are all based in Texas. The redomestication will not affect business operations, management, strategy, assets, or employee locations. “From my dorm room at the University of Texas in 1984 to our headquarters today in Round Rock, Texas has given Dell what every great company needs to grow — extraordinary talent, world-class research universities, and a business environment that lets us build for the long term,” said Michael Dell, chairman and CEO, Dell Technologies. “Texas is where Dell has innovated, expanded, and invested for more than four decades, and bringing our legal home to Texas reflects what we’ve been building here all along.” A committee of the Board of Directors composed of independent and disinterested directors recommended the legal move to Texas. Information about the proposed redomestication is presented in the company’s preliminary proxy statement for the 2026 Annual Meeting of Stockholders filed today with the Securities and Exchange Commission and available through the SEC’s website at www.sec.gov. 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 © 2026 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies, Dell, EMC and Dell EMC are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners. Special Note on Forward-Looking Statements Statements in this press release that relate to future results and events are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934 and Section 27A of the Securities Act of 1933 and are based on Dell Technologies’ current expectations. In some cases, you can identify these statements by such forward-looking words as “anticipate,” “believe,” “confidence,” “could,” “estimate,” “expect,” “guidance,” “intend,” “may,” “objective,” “outlook,” “plan,” “project,” “possible,” “potential,” “should,” “will” and “would,” or similar words or expressions that refer to future events or outcomes. Forward-looking statements include, among others, any statements regarding Dell Technologies’ prospects and its future operations, financial condition, volumes, cash flows, expenses or other financial items, including management’s plans or strategies and objectives for any of the foregoing and any assumptions, expectations or beliefs underlying any of the foregoing. Dell Technologies’ results or events in future periods could differ materially from those expressed or implied by these forward-looking statements because of risks, uncertainties, and other factors that include, but are not limited to, the following: adverse global economic conditions, trade disruptions, and instability in financial markets; competitive pressures; Dell Technologies’ ability to successfully execute its strategy; Dell Technologies’ relationships with third-party suppliers for products and components; Dell Technologies’ use of single-source or limited-source suppliers; effects on Dell Technologies’ operating performance related to demand for AI solutions; management of Dell Technologies’ AI solutions and use of AI in internal functions and operations; Dell Technologies’ ability to deliver high-quality products, software, and services and to manage solutions and products and services transitions in an effective manner; Dell Technologies’ ability to successfully implement its cost efficiency plans; Dell Technologies’ ability to successfully execute on strategic initiatives including acquisitions and divestitures; security incidents, including cyber-attacks; Dell Technologies’ foreign operations and ability to generate substantial non-U.S. net revenue; Dell Technologies’ product, services, customer, and geographic sales mix, and seasonal sales trends; the performance of Dell Technologies’ sales channel partners; access to the capital markets by Dell Technologies or its customers; adverse economic conditions, changing customer mix, and the effect of additional regulation on Dell Technologies’ financial services activities; counterparty default risks; material impairment of the value of goodwill or intangible assets; the loss by Dell Technologies of any contracts for ISG services and solutions and its ability to perform such contracts at their estimated costs; loss by Dell Technologies of government contracts; Dell Technologies’ ability to develop and protect its proprietary intellectual property or obtain licenses to intellectual property developed by others on commercially reasonable and competitive terms; disruptions in Dell Technologies’ infrastructure; Dell Technologies’ ability to hedge effectively its exposure to fluctuations in foreign currency exchange rates and interest rates; expiration of tax holidays or favorable tax rate structures, or unfavorable outcomes in tax audits and other tax compliance matters; impairment of portfolio investments; unfavorable results of legal proceedings; evolving and varied expectations and regulatory requirements relating to sustainability issues; the effect of global climate change and related legal, regulatory or market measures; compliance with environmental and safety laws; compliance requirements of anti-corruption laws, economic sanctions and other trade laws, human rights laws, or other laws; Dell Technologies’ dependence on the services of Michael Dell and key employees; Dell Technologies’ level of indebtedness; and business and financial factors and legal restrictions affecting continuation of Dell Technologies’ quarterly cash dividend policy and dividend rate. This list of risks, uncertainties, and other factors is not complete. Dell Technologies discusses some of these matters more fully, as well as certain risk factors that could affect Dell Technologies’ business, financial condition, results of operations, and prospects, in its reports filed with the SEC, including Dell Technologies’ annual report on Form 10-K for the fiscal year ended January 30, 2026, quarterly reports on Form 10-Q, and current reports on Form 8-K. These filings are available for review through the SEC’s website at www.sec.gov. Any or all forward-looking statements Dell Technologies makes may turn out to be wrong and can be affected by inaccurate assumptions Dell Technologies might make or by known or unknown risks, uncertainties, and other factors, including those identified in this press release. Accordingly, you should not place undue reliance on the forward-looking statements made in this press release, which speak only as of its date. Dell Technologies does not undertake to update, and expressly disclaims any duty to update, its forward-looking statements, whether as a result of circumstances or events that arise after the date they are made, new information, or otherwise. Important Information and Where to Find It Dell Technologies Inc. (“Dell”) will file with the U.S. Securities and Exchange Commission (the “SEC”) a proxy statement on Schedule 14A with respect to its solicitation of proxies for Dell’s 2026 Annual Meeting of Stockholders, the definitive version of which will be sent or provided to stockholders (the “Definitive Proxy Statement”). The Definitive Proxy Statement will contain important information about the matters to be voted on at the 2026 Annual Meeting of Stockholders. Dell may also file other documents with the SEC regarding the proposed redomestication. This communication is not a substitute for the proxy statement or any other document that may be filed by Dell. STOCKHOLDERS OF DELL ARE URGED TO READ THESE MATERIALS (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) AND ANY OTHER RELEVANT DOCUMENTS THAT DELL WILL FILE WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT DELL AND THE MATTERS TO BE VOTED ON AT THE 2026 ANNUAL MEETING OF STOCKHOLDERS. Stockholders will be able to obtain free copies of these documents and other documents filed with the SEC by Dell at www.sec.gov, the SEC’s website, or from the investor relations section of Dell’s website https://investors.delltechnologies.com/. Participants in the Solicitation Dell and certain of its directors and executive officers may be deemed to be participants in the solicitation of proxies from the stockholders of Dell in connection with the proposed redomestication and the 2026 Annual Meeting of Stockholders. Information about the directors and executive officers of Dell and their ownership of Dell common stock is contained in the definitive proxy statement on Schedule 14A for Dell’s 2025 annual meeting of stockholders (the “2025 Annual Meeting Proxy Statement”), which was filed with the SEC on May 16, 2025, including under the headings “Proposal 1: Election of Directors,” “Corporate Governance,” “Director Compensation,” “Proposal 3: Advisory Vote to Approve Named Executive Officer Compensation,” “Compensation Discussion and Analysis,” “Compensation of Executive Officers” and “Security Ownership of Certain Beneficial Owners and Management.” Additional information regarding the persons who may, under the rules of the SEC, be deemed participants in the solicitation in connection with the proposed redomestication, including a description of their direct or indirect interests, by security holdings or otherwise, will be included in the Definitive Proxy Statement. To the extent holdings of securities by potential participants (or the identity of such participants) have changed since the information printed in the 2025 Annual Meeting Proxy Statement, such information has been or will be reflected on the Statements of Change in Ownership of Dell on Forms 3 and 4 filed with the SEC. View source version on businesswire.com: https://www.businesswire.com/news/home/20260504637709/en/ Media Relations: Media.Relations@Dell.com
Investor Relations: Investor_Relations@Dell.com
Original: Dell Technologies Board Unanimously Recommends Redomestication to Texas
US Market News
4月前
Dell AI Data Platform with NVIDIA Supercharges Enterprise AI with Breakthrough Data Orchestration and Storage InnovationsMarch 16, 2026 4:35 PM
PR Newswire (US)
Dell AI Data Platform with NVIDIA advancements automate the complete AI data lifecycle and deliver extreme AI storage performance for demanding agentic AI workloadsDell Technologies will support all of NVIDIA's latest AI storage and data management innovationsSAN JOSE, Calif., March 16, 2026 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces Dell AI Data Platform with NVIDIA advancements that help enterprises discover and activate enterprise data while delivering extreme storage performance to power AI applications and autonomous AI agents.
Why it matters
AI is rapidly shifting from assistive tools to autonomous, agentic systems, but its effectiveness is constrained by the data it can access, trust and act upon. Many enterprises hit a wall because much of their data remains trapped in silos, lacking structure, business context, and governance. The result: AI initiatives stall, investments underdeliver and competitive advantages slip away.Dell and NVIDIA are removing one of the biggest blockers to enterprise AI: data that's too slow, too siloed, or too messy to use. As a core component of the Dell AI Factory with NVIDIA, the Dell AI Data Platform with NVIDIA activates enterprise data for AI while maintaining security, governance, and best-in-class performance at scale. Customers see up to 12X faster vector indexing1, 3X faster data processing,2 and 19X faster time-to-first-token3 than traditional computing approaches.Automating the entire AI data lifecycle
Dell data engines, accelerated by NVIDIA AI infrastructure, automate the complete AI data lifecycle and dramatically reduce data preparation time while maintaining enterprise governance.The Dell Data Orchestration Engine, powered by technology from Dell's recent Dataloop acquisition, redefines how enterprises operationalize data for AI. The no-code, low-code engine orchestrates the AI data lifecycle—automatically discovering, labeling, enriching, and transforming structured, unstructured, and multimodal data into governed, AI-ready datasets at scale. By combining automated pipelines with active learning and human-in-the-loop workflows, organizations can continuously improve dataset quality and model accuracy while maintaining governance and control. The Data Orchestration Engine Marketplace lets organizations deploy production-ready data workflows without having to build them from scratch with a curated library of NVIDIA NIM microservices, NVIDIA AI Blueprints and more than 200 other models, applications and templates.Dell Technologies supports the latest NVIDIA AI-Q blueprint, helping enterprises build customizable AI agents that deliver actionable insights for smarter decision-making. NVIDIA-accelerated data engine integrations in the Dell AI Data Platform enable high-performance data preparation, retrieval, and reasoning pipelines across structured and unstructured data. Customers also gain access to a growing library of pre-built NVIDIA blueprints and NIM microservices, along with the NVIDIA Nemotron 3 Super model on Dell Enterprise Hub on Hugging Face. Dell Technologies will also support NVIDIA STX, a new modular reference design powered by next-generation NVIDIA Vera Rubin NVL72, NVIDIA BlueField-4 DPUs, and NVIDIA Spectrum-X™ Ethernet networking that accelerates how organizations manage, process, and retrieve data for AI.
The new AI Assistant within the Dell Data Analytics Engine brings conversational natural language interface directly into SQL analytics. Business users can query, visualize and collaborate on governed data products with a common semantic understanding of key metrics intuitively without specialized SQL knowledge. This democratizes data access, streamlines decision-making and unlocks deeper insights faster, which is particularly critical for organizations deploying AI agents that need to access structured data.Within the Dell AI Data Platform with NVIDIA, the introduction of NVIDIA RTX PRO™ Blackwell Server Edition GPUs will bring acceleration directly into the data platform layer. Accelerated NVIDIA CUDA-X libraries including NVIDIA cuDF for structured data processing, and NVIDIA cuVS for vector indexing and search applied to unstructured data, work alongside Dell's data engines and optimized infrastructure to deliver up to 3x faster SQL queries4 and 12x faster vector indexing.5 These technologies help organizations develop more responsive AI applications and improved infrastructure efficiency when processing and preparing data at scale.Extreme-scale storage software innovations keep GPUs running at full speed
As enterprises move from AI experimentation to production deployment, storage becomes the critical constraint. Traditional storage architecture slows down as it scales, creating bottlenecks that leave GPUs idle and waste infrastructure investments. Dell's AI-optimized storage engines solve this problem with purpose-built architectures that maintain performance at massive scale.Dell Lightning File System, the world's fastest parallel file system6, delivers extreme performance density for AI training and inferencing environments with up to 150 GB/second per rack7, up to 20X greater performance versus traditional flash-only scale out file competitors8 and up to 2X greater throughput per rack unit than competing parallel file systems.9 Purpose-built fabric architecture with direct storage access prevents slowdowns, keeping GPUs fully utilized at massive scale. Lightning FS integrates seamlessly into NVIDIA-based AI infrastructures, keeping training and inference workloads running at full speed.Dell Exascale Storage, the only 3-in-1 storage built for extreme-scale AI and HPC10, gives IT teams the flexibility to deploy Dell's best-of-breed file, object, and parallel file system storage software on the latest Dell PowerEdge servers. Customers can allocate Dell PowerScale, Dell ObjectScale, and/or Dell Lightning File System storage resources on a common hardware platform to support the most demanding AI and HPC environments like high-frequency trading and neoclouds. With support for NVIDIA CX-8 and CX-9 SuperNICs and planned network connectivity up to 800GbE, Exascale delivers read performance up to 6TB/second per rack11, providing the high throughput required by multimodal AI workloads.NVIDIA CMX context memory storage platform support and inference acceleration with KV Cache on shared storage across Dell PowerScale, Dell ObjectScale and Dell Lightning File System allows organizations to offload KV cache from GPU memory to Dell CMX Storage and high-speed shared network storage based on performance needs. This dramatically improves GPU utilization for long-context and agentic AI workloads, allowing AI systems to maintain context across extended interactions without exhausting GPU memory. This capability is essential for enterprises deploying AI agents that need to reference extensive historical data or maintain long conversation threads.PowerScale performance testing: New testing demonstrates that Dell PowerScale's software-driven Parallel Network File System (pNFS) architecture delivers up to 6X faster performance with large files in enterprise AI environments compared to NFSv3.12 This keeps GPU-intensive AI workloads continuously fed with data, reducing bottlenecks across the entire pipeline and ensuring expensive GPU resources don't sit idle waiting for data. Dell AI Factory with NVIDIA delivers proven path to enterprise AI ROI
Dell Technologies today marks the two-year anniversary of the Dell AI Factory with NVIDIA with advancements spanning its end-to-end AI infrastructure, software, solutions, and services portfolio that help enterprises move AI from pilot to production at scale. With over 4,000 customers deploying the Dell AI Factory, and early adopters seeing up to 2.6x ROI within the first year13, Dell proves that an end-to-end approach delivers measurable business results.PerspectivesTravis Vigil, senior vice president, ISG Product Management, Dell Technologies:
"The number one problem enterprises face when moving AI pilots to production is curating the data they already have and putting it to work. The Dell AI Data Platform with NVIDIA automates the entire data lifecycle and delivers the speed and scale AI workloads demand. We've done the integration work, so customers deploy faster, scale with confidence and see real returns. Together with NVIDIA, we're defining what enterprise AI infrastructure needs to be."Jason Hardy, vice president, Storage Technologies, NVIDIA:
"The shift to autonomous agents requires a fundamentally different approach to data infrastructure, with automated orchestration, AI-native storage and GPU-optimized performance architected to work together. Dell's enterprise expertise, combined with full-stack NVIDIA AI infrastructure, creates the foundation organizations need to deploy AI at scale."AvailabilityDell Data Orchestration Engine and Marketplace are available in Q1 CY26.Dell and NVIDIA Blueprints are available now.Dell support for NVIDIA AI-Q blueprint is available now.AI Assistant for the Dell Analytics Engine will be available in 1H CY26.NVIDIA GPU-accelerated data processing and data indexing in the Dell AI Data Platform will be available in 2H CY26.Dell Lightning File System will be available in April 2026.Dell Exascale Storage is targeted for availability in early 2H CY26.Dell support for NVIDIA's latest innovations will roll out throughout the year.Additional resourcesBlog: Introducing the Supercharged AI Data Platform with NVIDIABlog: Scale Your AI Ambitions with Dell Storage and NVIDIAConnect 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.1. Dell results are based on internal testing compared to Elasticsearch's results, Dec. 2025.
2. Disclaimer: Based on Dell internal analysis, Sept. 2025.
3. Dell results are based on internal testing using the Qwen3-32B model, Oct. 2025.
3. Disclaimer: Based on Dell internal analysis, Sept. 2025
4. Disclaimer: Based on Dell internal analysis, Sept. 2025
5. Dell results are based on internal testing compared to Elasticsearch's results, Dec. 2025.
6. Based on Dell preliminary testing comparing random and sequential throughput per rack unit, May 2025. Actual performance may vary.
7. Based on internal analysis of sequential and random read I/O. Actual results may vary. Feb. 2026
8. Based on Dell internal testing comparing IOPs performance per node, Mar. 2026. IOPs rates based on FIO over a remote file system. Actual performance may vary.
9. Based on Dell preliminary testing comparing random and sequential throughput per rack unit, May 2025. Actual performance may vary.
10. Based on publicly available documentation from leading enterprise storage vendors as of March 2026. Comparison refers to distinct file, object and parallel-file engines on one reusable hardware platform, excluding single-engine multi-protocol designs.
11. Based on internal analysis of sequential and random read I/O for Lightning File System, Feb. 2026. Actual results may vary.
12. Based on preliminary internal testing on single-client random-I/O performance of large files. Results will vary by workload and configuration. March 2026
13. Based on Enterprise Strategy Group paper commissioned by Dell, "Analyzing the Economic Benefits of the Dell AI Factory with NVIDIA," comparing the ROI of on-premises Dell and NVIDIA solution, August 2025. Estimated costs were modeled utilizing Llama 3 70B LLM for inferencing and model fine-tuning workloads by organizations over a 4-year period. Server models used were XE9680s with 8 x H100 GPUs. Actual results may vary.
View original content to download multimedia:https://www.prnewswire.com/news-releases/dell-ai-data-platform-with-nvidia-supercharges-enterprise-ai-with-breakthrough-data-orchestration-and-storage-innovations-302715096.htmlSOURCE Dell Technologies
Original: Dell AI Data Platform with NVIDIA Supercharges Enterprise AI with Breakthrough Data Orchestration and Storage Innovations
US Market News
4月前
Dell AI Factory with NVIDIA Delivers Proven Path to Enterprise AI ROIMarch 16, 2026 4:35 PM
PR Newswire (US)
Dell AI Data Platform, end-to-end infrastructure and services advancements remove barriers to enterprise AI deployment4,000+ Dell AI Factory customers, up to 2.6x ROI, clear path from experiment to productionBroad portfolio updates streamline enterprise AI deployments, turn siloed data into AI fuel and compress pilot-to-production timelineSAN JOSE, Calif., March 16, 2026 /PRNewswire/ -- Today, Dell Technologies (NYSE: DELL) marks the two-year anniversary of the Dell AI Factory with NVIDIA by announcing advancements across its AI data platform, end-to-end AI infrastructure, and AI solutions and services portfolio that help enterprises move AI from pilot to production at scale. With over 4,000 customers deploying the Dell AI Factory, and early adopters seeing up to 2.6x ROI within the first year,1 Dell proves that an end-to-end approach delivers measurable business results.
Why This MattersThe enterprise AI landscape is undergoing a fundamental shift. As AI code assistants and agentic workflows drastically lower the cost and time to build custom applications, CIOs are increasingly choosing to develop AI capabilities in-house, on-premises—driving the need for owned infrastructure.Yet unclear ROI remains the top obstacle preventing AI deployments at scale. Two years of the Dell AI Factory with NVIDIA has revealed three critical requirements for achieving measurable returns: data platforms that make enterprise information AI-ready, infrastructure that seamlessly scales the latest innovations efficiently from pilot to production, and solutions and services that compress time to value by simplifying deployments and accelerating ROI. Dell is the premier provider delivering all three with NVIDIA technology at the core, creating a proven path from AI investment to business outcome.Three Capabilities That Define Enterprise AI Leadership
As the top AI infrastructure provider2, Dell's AI infrastructure portfolio—the industry's broadest3—delivers integrated capabilities across data, infrastructure, solutions and services.Data platforms that turn institutional knowledge into AI fuel
AI is rapidly shifting from assistive tools to autonomous, agentic systems, but its effectiveness is constrained by the data it can access, trust and act upon. The Dell AI Data Platform with NVIDIA addresses this challenge with a unified platform for AI that combines Dell's high-performance storage, modular data engines, and NVIDIA accelerated computing, networking, software and CUDA-X libraries. As the data foundation of the Dell AI Factory with NVIDIA, it handles workloads from retrieval-augmented generation (RAG) and multimodal search to agentic workflows and large-scale data processing. Advancements announced today make it faster and easier for companies to turn data into real AI results.Infrastructure that enables AI workflows from desktop to data center
Dell's next-generation infrastructure supports AI workflows at every stage, from rapid prototyping to production deployment at scale.For desktop AI development and autonomous agents:Dell Pro Max with GB10 and Dell Pro Max with GB300 – Purpose-built desktop AI supercomputers that build and run AI, delivering the compute power, memory capacity and always-on reliability that agentic AI workflows and autonomous agent development require. With NVIDIA NemoClaw and NVIDIA OpenShell, enterprises can build safe, autonomous, long-running agents at the desk with local AI that keeps data secure and private. Dell is the first OEM to ship a desktop with NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip, delivering up to 20 petaFLOPS of FP4 performance and 748GB of coherent memory for developing and deploying autonomous AI agents at trillion-parameter scale. Dell Pro Precision workstations deliver the power and expandability AI developers and data scientists need. Tower configurations feature up to five NVIDIA RTX PRO Blackwell Desktop Generation GPUs, while mobile workstations with NVIDIA RTX PRO Blackwell Generation Laptop GPUs deliver more performance in thinner, sleeker designs.For production AI at scale:PowerEdge XE9812 is Dell's flagship liquid-cooled server leverages the NVIDIA Vera Rubin NVL72 platform for massive real-time training and inference.PowerEdge XE9880L, XE9882L, and XE9885L are liquid-cooled servers featuring NVIDIA HGX™ Rubin NVL8 designed to accelerate validated AI performance within existing data center footprints and power constraints.For enterprise workloads in the data center: PowerEdge R770, R7715 and R7725 configured with the new NVIDIA RTX PRO™ 4500 Blackwell Server Edition GPU allows teams to add AI acceleration to general-purpose infrastructure.PowerEdge R9822 and M9822 debut NVIDIA Vera CPU, giving organizations more choice for demanding enterprise workloads.For high-performance networking and emerging technologies:Dell PowerSwitch SN6000-series are NVIDIA Spectrum-6 Ethernet switches with 1.6Tbs, liquid cooling and co-packaged optics options for Vera Rubin-based Dell platforms.PowerSwitch SN5610 and SN2201 now offer expanded network OS choices including Cumulus Linux and Enterprise SONiC Distribution by Dell Technologies.NVIDIA Quantum-X800 InfiniBand Q3300-LD liquid-cooled switches deliver high-bandwidth networking for AI and cloud-native workloads.Dell Integrated Rack Scalable Systems (IRSS) expands to include Dell PowerSwitch and NVIDIA liquid-cooled switching, providing unified, rack-level power and cooling management for AI infrastructure.NVIDIA NVQLink and NVIDIA CUDA-Q support – Dell is the first OEM to integrate NVIDIA NVQLink with CUDA-Q across PowerEdge servers featuring NVIDIA AI infrastructure, allowing enterprises and research institutions to explore emerging quantum-classical computing use cases. These capabilities accelerate discoveries in advanced drug development and materials science simulations by combining the processing power of Quantum Processing Units with NVIDIA accelerated computing for quantum systems control and error correction on a trusted foundation of Dell PowerEdge servers.Solutions and services that accelerate deployment and prove ROI
Updated Dell AI Solutions combine new modular architecture with Dell Automation Platform blueprints and NVIDIA AI Enterprise software to deliver enterprise outcomes while simplifying operations and reducing deployment complexity. New services bridge skill gaps and scale deployments from experimentation to production.Accelerating enterprise AI workloads:Knowledge assistant provides the foundation for designing, deploying and managing intelligent assistants, working with industry leaders like Aible, Cohere's North and NVIDIA.ClearML blueprint improves agentic AI environments for enterprises with secure, efficient GPU cluster management and workload scheduling.Agentic AI platform, in collaboration with Cohere's North, DataRobot and NVIDIA allows enterprises to securely deploy and manage AI agents with orchestration, governance and observability.Dell Accelerator Services for Agentic AI provide packaged capabilities to support businesses at any stage, from experimentation and validation to enterprise-wide integration, closing skill gaps and reducing technical complexity.Simplifying AI infrastructure deployment:Dell AI Factory with NVIDIA modular architecture offers a clear, simplified path to enterprise AI by addressing deployment complexity, managing rapid technology change and supporting continuous adoption. Integrated automation gives organizations the flexibility to start at the right size and scale as needs evolve.Perspectives:Michael Dell, chairman and chief executive officer, Dell Technologies:
"Two years ago, enterprises were asking how to access AI technology. Today, they're asking how to make their data AI-ready, how to operationalize AI at scale and how to prove ROI. The Dell AI Factory with NVIDIA answers all three questions. We're brought in from the start as a trusted advisor, helping customers navigate their entire AI journey—from turning raw data into AI fuel, through deployment and to measurable business outcomes."Jensen Huang, founder and chief executive officer, NVIDIA:
"AI infrastructure is being built everywhere — every company will be powered by it, every country will build it— and it demands integrated data platforms, scalable infrastructure and deployment expertise. Dell Technologies delivers all three, with NVIDIA at the core. The Dell AI Factory with NVIDIA is a proven infrastructure blueprint for every phase of AI powering the next industrial era."AvailabilityDell Pro Precision 5 and 7 Series mobile workstations with NVIDIA RTX PRO Blackwell GPUs will be available in May.Dell Pro Precision 9 T2/T4/T6 will be available in May.Dell has shipped Dell Pro Max with GB300 to select customers in March 2026, with plans to ship more broadly in the coming months.Dell PowerEdge XE9812 will be globally available 2H 2026.Dell PowerEdge XE9880L, XE9885L will be globally available Q3 2026.Dell PowerEdge R770, R7715 and R7725 with NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs are globally available now.Dell PowerEdge M9822 AND R9822 will be globally available in September.Dell PowerSwitch SN6000-Series will be globally available starting in July.Dell SONiC with Spectrum-based PowerSwitch SN5610 and S2201 will be globally available in March.NVIDIA Quantum-X800 Q3300-LD will be globally available by Dell Technologies in Q4 2026.Dell PowerEdge NVIDIA NVQLink and CUDA-Q integration is available now.Knowledge assistant is globally available now. Agentic AI platform with Cohere's North and DataRobot are available now, agentic AI platform with ClearML will be available in March.Dell AI Factory with NVIDIA modular architecture will be globally available in April.Dell Accelerator Services for Agentic AI are available now.Additional resources Check out Dell ISG President, Arthur Lewis' take on how Dell is ushering in the era of enterprise AI.Find out more about the Dell AI Data Platform with NVIDIA.Learn more about how AI at scale stares with your data.See here for more information about bringing the AI lab to your desktop.Get more details about Dell compute and networking innovations.Learn how Dell AI Solutions and Services will accelerate your AI journey.Connect with Dell on X and LinkedInAbout 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.
1 Based on Enterprise Strategy Group paper commissioned by Dell, "Analyzing the Economic Benefits of the Dell AI Factory with NVIDIA," comparing the ROI of on-premises Dell and NVIDIA solution, August 2025. Estimated costs were modeled utilizing Llama 3 70B LLM for inferencing and model fine-tuning workloads by organizations over a 4-year period. Server models used were XE9680s with 8 x H100 GPUs. Actual results may vary.2 IDC Worldwide Quarterly Trackers for Servers, External Storage Systems, PBBA, and AI Infrastructure Q32025: showing Dell #1 in AI infrastructure, servers, external storage systems, and purpose built backup appliances worldwide3 Based on Prowess Consulting's paper commissioned by Dell, "Which Vendor Offers the Broadest AI Portfolio for Scalable Innovation?" October 2025
View original content to download multimedia:https://www.prnewswire.com/news-releases/dell-ai-factory-with-nvidia-delivers-proven-path-to-enterprise-ai-roi-302715157.htmlSOURCE Dell Technologies
Original: Dell AI Factory with NVIDIA Delivers Proven Path to Enterprise AI ROI
US Market News
4月前
The Enterprise AI ROI Era Has ArrivedMarch 16, 2026 4:35 PM
PR Newswire (US)
From Investment to Business Driver: Three Moves to Break the AI ROI BarrierBy Arthur Lewis, President, Infrastructure Solutions Group, Dell TechnologiesSAN JOSE, Calif., March 16, 2026 /PRNewswire/ -- In March 2024, we launched the Dell AI Factory with NVIDIA to help operationalize AI and prove value. Today, with more than 4,000 customers deploying the Dell AI Factory and early adopters seeing up to 2.6x ROI within the first year1, we're sharing what we've learned about what it really takes to make enterprise AI successful.
The Value ProblemThe enterprise AI conversation has shifted since 2024. Two years ago, customers were asking "How do we get access to AI technology?" Now, they're asking "How do we make our data AI-ready? How do we operationalize this at scale? And, most importantly, how do we prove ROI?"When our customers ask us about the ROI of AI, we understand the instinct — it's how we've evaluated technology investments for decades. But I'd challenge us all to reframe the question. AI isn't a point solution you bolt on and measure in isolation. It's a fundamental shift in how work gets done, how insights are generated and how value is created across every part of the business. The real risk isn't that you invest in AI and the returns disappoint — it's that you wait for a spreadsheet to tell you it's safe while your industry transforms around you. The better question isn't 'what's the ROI of AI?' It's what is the cost of not being AI-ready when your competitors are.Why This Moment is DifferentWe just had our best enterprise AI quarter ever in Q4 2025, and the momentum reflects a fundamental shift in enterprise strategy. As AI code assistants and agentic workflows drastically lower the cost and time to build custom applications, the traditional "build vs. buy" equation is being rewritten. CIOs are increasingly choosing to develop AI capabilities in-house—and that shift is driving the need for owned infrastructure.The logic is straightforward: building custom AI applications requires training, fine-tuning and running inference on proprietary corporate data. With 83% of the world's data sitting on-premises, the economics favor bringing compute to the data. But here's the challenge: most of this data is in cold backup, is dark or otherwise unprepared for ingest by AI agents and engines. Data not available to AI is value lost.Three Requirements for SuccessWorking with over 4,000 customers—from neoclouds to sovereign entities to enterprises to research institutions—has revealed three critical requirements for achieving measurable returns from AI:1. Making enterprise data AI-readyThe first place that transformation has to start is your data. Here's the reality most enterprises are living with today: massive amounts of information — valuable information — sitting in backup, in silos, in formats that AI simply can't touch. We talk about data as the fuel for AI, but for most organizations, that fuel is frozen in place. It's time to thaw it out.That's exactly why we built the Dell AI Data Platform with NVIDIA — to address the full data lifecycle, from preparation through high-performance storage. At the heart of it is our new Data Orchestration Engine. Think of it as the intelligence layer that discovers, labels, enriches, and transforms your data — structured, unstructured, multimodal — into governed, AI-ready datasets at scale. No code required. And it gets smarter over time through active learning and human-in-the-loop workflows, so your data quality and your model accuracy keep improving together.Now, once your data is AI-ready, you need infrastructure that can move it at the speed AI demands. Dell's Lightning File System delivers up to two times greater throughput per rack unit — the world's fastest parallel file system. Pair that with Dell Exascale Storage at up to six terabytes per second of read performance per rack, and you start to see what's possible: customers are achieving up to 12x faster vector indexing and 19x faster time-to-first-token compared to traditional approaches.These infrastructure innovations are paired with NVIDIA CUDA-X accelerated data and AI libraries to dramatically accelerate the most data-intensive stages of AI pipelines—from ingest and transformation to embedding and retrieval.This isn't incremental improvement. This is removing what has become the primary technical barrier to AI deployment — getting your data ready, and getting it there fast.2. Scaling infrastructure from desktop to data centerYou need infrastructure that scales efficiently from pilot to production and keeps workloads running at full speed without bottlenecks. Our new Dell Pro Precision workstations deliver the power and expandability AI developers need. We're the first OEM to ship the GB300 Grace Blackwell Ultra Desktop Superchip with our Dell Pro Max desktop, bringing enterprise-grade AI computing directly to developers' desks.Here's what makes this different: with NVIDIA NemoClaw and OpenShell, Dell Pro Max desktops let developers build and deploy autonomous, self-evolving AI agents that run for hours or days, learning and adapting as they work—all locally, on sensitive data, without ever touching the cloud. That's frontier-level intelligence at your desk.At the data center level, our liquid-cooled Dell PowerEdge servers – including the flagship XE9812 with NVIDIA Vera Rubin NVL72 platform – deliver the performance enterprises need for massive training and inference workloads. This infrastructure enables everything from training large language models to running real-time inference for autonomous AI agents. High-performance AI networking, including our PowerSwitch SN6000-series with 1.6TbE liquid-cooled switches, ensures data moves at the speeds AI demands, keeping GPU resources fully utilized rather than sitting idle waiting for data.3. Compressing deployment timelinesYou need solutions, software and services that accelerate your time to value. Our modular architecture, combined with the Dell Automation Platform, enables rapid deployment of validated AI workloads—compressing timelines from months to days.This is where technology becomes business value. Our knowledge assistant gives employees instant access to institutional knowledge, while our Agentic AI Platform—developed in collaboration with Cohere North and DataRobot—lets autonomous AI agents handle complex workflows from customer service to supply chain optimization. Dell Accelerator Services bridge the gap from experimentation to enterprise-wide deployment, closing skill gaps that often delay ROI.The Only Integrated ApproachWhat makes this work is integration. Data platforms, infrastructure and services aren't separate purchases—they're components of a system designed to work together with NVIDIA AI infrastructure and software at the core. The Dell AI Factory with NVIDIA brings all of these pieces together, so the customer doesn't have to: the compute, the network, the storage, the data platform, the SW ecosystem and the services. That integration is what creates the proven path from AI investment to business outcome.It's also changed our relationship with customers. We're now brought in at question one—"Where do I start?"—not question five: "Send me a quote." We're a strategic advisor throughout the journey, not just a vendor at the end.The Path Forward for Enterprise AI CEOs are seeing 20-30% productivity gains and asking every department to match them. Our advice: organize, be methodical, but move. You'll make mistakes — experiment boldly, fail fast, and keep going. The cost of waiting is higher than the cost of learning.Two years in, we're more convinced than ever that enterprise AI success isn't just about the most advanced technology — it's more about an integrated approach that turns technology into measurable business results. The over 4,000 customers deploying the Dell AI Factory with us prove the model works.For enterprises still stuck between pilot and production, the lesson is simple: integration matters, data readiness matters, deployment expertise matters. A partner who delivers all three is the difference between AI as an experiment and AI as a business driver.Learn more about the Dell AI Factory with NVIDIA1 Based on Enterprise Strategy Group paper commissioned by Dell, "Analyzing the Economic Benefits of the Dell AI Factory with NVIDIA," comparing the ROI of on-premises Dell and NVIDIA solution, August 2025. Estimated costs were modeled utilizing Llama 3 70B LLM for inferencing and model fine-tuning workloads by organizations over a 4-year period. Server models used were XE9680s with 8 x H100 GPUs. Actual results may vary.
View original content to download multimedia:https://www.prnewswire.com/news-releases/the-enterprise-ai-roi-era-has-arrived-302715128.htmlSOURCE Dell Technologies
Original: The Enterprise AI ROI Era Has Arrived
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