Jeff Clarke, Dell | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

In this theCUBE + NYSE Wired "AI Factories - Data Centers of the Future” segment, Jeff Clarke, vice chairman and chief operating officer of Dell Technologies Inc., joins theCUBE’s John Furrier and Dave Vellante to break down how AI factories are reshaping modern infrastructure and enterprise strategy. Clarke shares notable demand signals – including Dell’s Q3 record $12.3B in orders, $30B year-to-date, updated guidance to $25B for the year and a customer pipeline that includes more than 3,200 customers that have bought Dell AI Factories – while also flagging key variables such as shifting memory input costs and what that could mean for supply, pricing and build plans.

The conversation dives into the “speed” imperative as a competitive advantage, with real-world Dell examples such as engineering digital twins for thermal design, an internal “Sales Chat” tool to accelerate seller productivity and AI coding assistants running on Dell PowerEdge servers with A100 GPUs. Clarke also outlines the rise of specialty models for task-specific workloads and the data realities enterprises must confront (“Where’s my darn data?”). From balanced architectures across compute, networking and storage to Dell’s AI data platform initiatives (including ObjectScale, PowerScale, Project Lightning, and work with NVIDIA on KV Cache), the discussion connects the financial and operational stakes behind AI-scale infrastructure – and looks ahead to agents, physical AI and the expanding role of AI PCs.

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00:00 - Intro
00:06 - AI Evolution: Insights with Jeff Clarke and Dell's Market Dynamics
02:40 - Accelerating into the Future: Dell's Strategic Vision and Growth Predictions for 2026
04:59 - Integrating AI: Dell's Innovations and Customer Engagement
07:21 - Revolutionizing Infrastructure: AI-Driven Architectures and Hybrid Solutions
12:25 - Lifecycle of AI Infrastructure: From Training to Inference
16:10 - Advancing Intelligent Edge Solutions and Consumer PC Market: Dell's Strategic Vision
20:11 - AI PCs: Pioneering the Future and Dell's Leading Role

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