As enterprises push forward with AI, the question isn’t just about moving to the cloud — it’s about modernizing existing data centers to drive efficiency, cut costs and simplify hybrid operations. The Dell AI infrastructure strategy comes into play amid growing concerns over power demands, storage efficiency and sustainability, as organizations rethink the role of data centers in a multicloud world and how modernization can accelerate AI initiatives.

It’s a critical moment when it comes to managing this new environment. There is real build-out taking place around infrastructure hardware and hardware is turning into systems, according to John Furrier, executive analyst with theCUBE Research.

“You’re going to start to see the game change and then the era’s here, the chapter’s closed, the old IT is over, and the new systems are coming in,” Furrier said.

Over the past number of years, Dell Technologies Inc. has been focused on reshaping IT infrastructure to handle the demands of AI at scale. That means seeking to balance performance, cost and sustainability while looking to integrate AI into enterprise environments. The latest news and announcements around the Dell AI infrastructure strategy will be explored by Dave Vellante, chief analyst at theCUBE Research. Join us for our coverage of the “Is Your IT Infrastructure Ready for the Age of AI?” event — live on theCUBE, SiliconANGLE Media’s livestreaming studio. Tune in on April 8 at 10:00 a.m. CT for the Americas, April 9 at 11:00 a.m. CEST for EMEA and 1:00 p.m. SGT for Asia-Pacific. (* Disclosure below.)

Watch the full program here:

Dell’s AI prospects growing

Over the past two years, Dell has established itself as the world’s primary supplier of Nvidia-based server systems, with sales to companies such as Elon Musk’s xAI Corp. In February, Dell Chief Operating Officer Jeff Clarke said on a call with analysts that the company had sold about $10 billion worth of AI-optimized servers in fiscal 2025.

“Our prospects for AI are strong, as we extend AI from the largest cloud service providers, into the enterprise at-scale and out to the edge with the PC,” Clarke said at the time.

It was encouraging to see that the company’s ISG revenue grew 22% year-over-year, according to Vellante. In addition, operating profits in the division grew 44%.

“[This] shows Dell has operating leverage as it grows AI servers,” Vellante said in February.

There’s also a large deal in the pipeline with xAI, which is growing the backlog and will translate into revenue in future quarters, Vellante added. Going forward, it’s unlikely for the enterprise AI business to slow down any time soon.

“If and when AI PCs kick in, that will be a big boost to cash generation and will bode well for Dell,” Vellante said.

Developments in Dell AI infrastructure

Dell has kept busy over the past year, with announcements including its Dell AI Factory, which the company said was intended to meet the growing demand for integrated AI solutions by offering access to the industry’s broadest AI portfolio. Data centers have to be designed to handle AI’s speed and scale while new AI PCs are transforming productivity and collaboration, according to Clarke.

“What’s needed are new IT infrastructure and devices purpose-built to meet the specific demands of AI. The Dell AI Factory helps customers accelerate AI adoption with the world’s broadest AI portfolio and leading AI ecosystem partners, offering right-sized approaches and greater control over AI deployments on-premises, at the edge and across cloud environments,” Clarke said.

Dell has sought to prioritize scalability, advanced cooling and rapid deployment, ensuring enterprises can manage increasing power densities and evolving infrastructure needs. The goal is to make it easy for customers to deploy the compute they need to run their businesses, according to Tim Shedd, engineering technologist, office of the chief technology innovation officer, at Dell.

“All of this translates to a platform that is flexible, that will enable our customers to grow with that platform. It also creates a package that we can pre-integrate for our customers, deliver onsite … have power and cooling, and you’re up and running,” Shedd said.

More insights around how Dell is positioning its IT infrastructure to handle the demands of AI at scale will be explored during the “Is Your IT Infrastructure Ready for the Age of AI?” event. TheCUBE will provide full coverage of the event while providing analyst-driven commentary about the latest news and announcements tied to the Dell AI infrastructure strategy. You can follow theCUBE’s wall-to-wall coverage for firsthand insights.

TheCUBE event livestream

Don’t miss theCUBE’s coverage of the “Is Your IT Infrastructure Ready for the Age of AI?” event on April 8 at 10:00 a.m. CT for the Americas, April 9 at 11:00 a.m. CEST for EMEA and 1:00 p.m. SGT for Asia-Pacific. Plus, you can watch theCUBE’s event coverage on-demand after the live event.

How to watch theCUBE interviews

We offer you various ways to watch theCUBE’s coverage of the “Is Your IT Infrastructure Ready for the Age of AI?” event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.

TheCUBE Insights podcast

SiliconANGLE also has podcasts available of archived interview sessions, available on iTunes, Stitcher and Spotify, which you can enjoy while on the go.

SiliconANGLE also has analyst deep dives in our Breaking Analysis podcast, available on iTunes, Stitcher and Spotify.

Guests

During the “Is Your IT Infrastructure Ready for the Age of AI?” event, theCUBE analysts will talk with industry professionals about the Dell AI infrastructure strategy and what comes next, as well as how emerging AI workloads are shaping data center design, with a focus on scalability, efficiency and security. Experts from Dell, AMD and Intel will discuss strategies for building infrastructure that meets the demands of AI-driven innovation while reducing complexity and energy consumption.

(* Disclosure: TheCUBE is a paid media partner for the “Is Your IT Infrastructure Ready for the Age of AI?” event. Neither Dell Technologies Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Image: SiliconANGLE