by Mark Albertson
Dell Technologies Inc.’s launch of the AI Factory two years ago this month was positioned by the company as “advancements to manage and protect the data that fuels AI innovation.” This one phrase encapsulated what became Dell’s transformation from hardware infrastructure provider to a major supplier of data intelligence and orchestration layer solutions, and it has been a key driver of its marketing strategy since.
Dell’s ensuing announcements have reflected its intent to deliver enterprise value by providing the infrastructure for the preparation, movement and governance of the data that supports the scale and speed of AI. Whether this involves GPU power, pipeline orchestration or storage, Dell has structured a comprehensive solution to accommodate these needs. The importance of this approach to data orchestration and its impact on Dell’s role in supplying enterprise compute was acknowledged by Chief Executive and founder Michael Dell in an interview with theCUBE, SiliconANGLE Media’s livestreaming studio.
“You’ve heard about 100x token growth and that sort of thing; all that means [is] that data is becoming more valuable because it’s the fuel for these AI factories,” Dell said. “The demand for compute is maybe insatiable; we can say it that way. We don’t see any slowdown in that demand. And, for us, it’s coming from not just the tier two CSPs, [but] from sovereign AI … from enterprise AI. I think we’re still in the early stages of the S-curve adoption of how this is being used inside companies.”
