The energy at Dell Technologies World 2025 was electric—fitting, considering the opening keynote made one thing unmistakably clear: AI is now the world’s most powerful utility. Dell is not just embracing the AI revolution—they’re enabling it, scaling it, and humanizing it. Held at what Dell calls “Dell Technologies Way”, the keynote welcomed us into a vision of interconnected innovation, where data becomes action and AI becomes accessible to all. Key Themes From the KeynoteAI at the Edge: Real-Time Intelligence, AnywhereDell emphasized that 75% of enterprise data will soon be created and processed outside traditional data centers. This shift makes edge computing—real-time processing at or near the source--essential for delivering low-latency, high-impact AI insights. From smart cities to retail floors, Dell’s rugged servers and edge-optimized AI PCs are transforming how decisions are made. Lowe’s, for example, is deploying AI-infused micro data centers inside stores to power computer vision and real-time customer assistance. The edge isn’t a buzzword anymore—it’s where AI lives and breathes. AI Factories: Industrial Intelligence at Unthinkable ScaleDell showcased jaw-dropping specs of its largest AI infrastructure projects:
These systems generate tens of trillions of tokens per month, running the world’s most advanced LLMs. Future systems are already being designed to scale to 1 million GPUs. But what makes this relevant? Dell is funneling innovations from these large-scale builds into manageable, modular platforms for everyone—from startups to federal agencies. You may not need a “Colossus,” but you will benefit from its lessons. Enterprise AI in the Real World: JPMorgan Chase & Lowe’sJPMorgan Chase with 44,000 engineers, 6,000 applications, and a tech budget of $18 billion, JPMorgan is investing heavily in a constellation of foundational and open LLMs. Their strategy includes:
They’re not just using AI—they’re rearchitecting for it, with Dell as a key partner in both their private cloud and data center evolution. Lowe’s as undergone a remarkable transformation over the last seven years. CIO Seemantini Godbole shared how the company:
Their strategy? Use AI not to replace—but to augment human expertise at scale. The Dell AI Factory 2.0 – Powered by NVIDIADell and NVIDIA are doubling down on their partnership to launch AI Factory 2.0, a fully integrated platform offering: Compute
It’s a plug-and-play environment for enterprises looking to stand up private AI clouds, deploy agents, and fine-tune models on proprietary data. AI as the New Electricity: Democratizing the Power“We are entering the age of ubiquitous intelligence.” Dell sees AI as the next utility—embedded in everything from PCs and servers to personalized learning tools like Orbit, an AI-powered speech therapy assistant born from a dinner table conversation. What makes this moment historic is Dell’s ability to connect:
The company is already supporting 40,000+ AI factories globally and expects that number to reach millions as organizations bring GenAI on-prem to address performance, security, and cost concerns. Final ThoughtsDell’s keynote delivered more than just updates—it gave us a blueprint for how businesses of all sizes can translate data into intelligence and insight. Whether you’re in finance, retail, education, or healthcare, the message was clear:
With AI poised to contribute $15 trillion to global GDP by 2030, the race is on. And thanks to Dell’s open ecosystem, disaggregated architecture, and relentless focus on performance + accessibility, that race has never been more winnable. References
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