AI infrastructure is no longer a future bet — it’s Dell Technologies Inc.’s main act. With its AI Factory firing on all cylinders and a powerhouse partnership with Nvidia Corp., Dell is charging ahead to become the enterprise’s go-to engine for intelligent, scalable innovation.

This month’s Dell Technologies World will highlight how organizations are modernizing infrastructure to accelerate AI initiatives, ushering in a new era where intelligence replaces software as the primary product.

“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,” said John Furrier, executive analyst with theCUBE Research.

TheCUBE, SiliconANGLE Media’s livestreaming studio, will be on the ground at Dell Technologies World 2025 in Las Vegas, from May 19–21, providing exclusive live coverage. Tune in for on-site reporting and exclusive interviews with Dell executives, data platform experts, systems leaders, analysts and investors to discuss AI infrastructure and how Dell is making a play to become the enterprise’s go-to resource for AI-driven innovation. (* Disclosure below.)

Check out what’s in store for theCUBE’s coverage of Dell Technologies World:

Servers tailored for AI infrastructure

Fourteen months ago, Nvidia Corp. Chief Executive Jensen Huang succinctly described Dell Technologies’ leadership position in providing AI infrastructure: “Nobody is better at building end-to-end systems of very large scale for the enterprise than Dell,” Huang told the audience at Nvidia GTC.

Huang followed his remarks with an appearance last year at Dell Technologies World to announce a number of updates for the Dell AI Factory, which included a Dell PowerEdge server with eight Nvidia Blackwell Tensor Core GPUs and automated software delivery through Dell’s NativeEdge platform. It set the stage for what both companies have described as the need for every company to become an “intelligence manufacturer.”

That momentum didn’t slow after last year’s event. Dell’s vision for an AI-driven IT infrastructure has been unfolding through a series of announcements over the past year. In November, the company expanded the AI Factory with Integrated Rack Scalable Systems and enhancements for Dell PowerEdge to facilitate AI and high-performance computing.

Last month, Dell launched additional server enhancements designed to support what it has described as “disaggregated infrastructure.” Organizations are looking for an infrastructure that can balance traditional workloads, such as virtual machines or databases, with newer AI and edge applications.

Dell unveiled portions of this during Nvidia’s GTC conference in March, with its PowerEdge XE8712 for large AI and high-performance computing workloads based on Nvidia’s architecture. Compute, storage and networking are pulled together into adaptable resource pools that can be flexibly applied to scalable workloads. Dell is expected to deliver more news around this approach, focusing on its AI Factory, at Dell Technologies World 2025.

“Being able to deliver Dell AI factories will allow us to scale up tremendously,” said Michael Dell, the company’s founder, in an exclusive March interview with theCUBE. “We continue to innovate at every part of the stack. Companies need a lot of help and that’s the help we provide.”

Support for AI PCs and agents

Industry observers will be looking for additional news from Dell surrounding its AI PC business and support for agentic AI. While Dell is not a newcomer to placing AI inside its PC portfolio, the company has taken steps in recent months to boost on-device AI capabilities to run cutting-edge workloads. This has included the addition of the Dell Pro AI Studio to the AI Factory, providing a PC toolkit for developers to deploy AI applications on Dell PCs. Dell also made announcements in March that leveraged Nvidia’s GPUs to bring server-level compute to desktop devices.

As agentic AI becomes more prevalent in the enterprise world, Dell is expected to release additional details this month that will further define its role in this area. Earlier this year, the company added new Dell Accelerator Services for retrieval augmented generation in AI models to optimize customer data with agents.

Dell’s business continues to be powered by soaring demand for AI enterprise servers, with sales of $10 billion in hardware during fiscal 2025 alone. As it prepares for its annual conference, AI is providing a clear tailwind for the 41-year- old technology powerhouse.

“A company of Dell’s size with nearly $100 billion in revenue has a lot of opportunities to apply AI internally to cut costs and its capital allocation continues to give back cash to shareholders,” said theCUBE Research Executive Analyst Dave Vellante. “Going forward, I don’t expect the enterprise AI business to peter out 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.”

TheCUBE event livestream

Don’t miss theCUBE’s coverage of Dell Technologies World from May 19-21. 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 Dell Technologies World, 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 Dell Technologies World, theCUBE analysts will talk with industry experts about the latest developments shaping enterprise computing, including breakthroughs in AI infrastructure, edge intelligence, cloud-native engineering and multicloud modernization.

Guests include Dell’s CEO Michael Dell, Chief AI Officer John Roese, CIO Doug Schmitt and COO Jeff Clarke. Plus, theCUBE analysts will talk with experts from Nvidia, Microsoft and USAA, among others.

(* Disclosure: TheCUBE is a paid media partner for Dell Technologies World. 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