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In this exclusive interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future, Dell Technologies founder, chairman and CEO Michael Dell joins theCUBE’s John Furrier and Dave Vellante inside the NYSE CUBE Studio to share his perspective on how AI factories are redefining the enterprise infrastructure landscape. Dell unpacks how the company’s early investments in GPU-dense architectures and full-stack system design are fueling an insatiable global demand for compute – from hyperscale cloud providers to sovereign and enterprise AI deployments. The discussion dives deep into the forces reshaping data centers into intelligent, AI-scale factories of innovation. Dell explains why data has become the ultimate fuel, how the exponential growth of tokens is driving new levels of compute intensity and why we may still be in the early stages of the AI S-curve. He offers a candid look at Dell Technologies’ blueprint for the next decade – spanning sovereign AI, edge intelligence and a full reimagining of the enterprise operating model using AI-native processes. Listeners will gain insight into how AI factories are becoming the new unit of value for digital infrastructure – enabling enterprises to turn capital intensity into recurring advantage while accelerating innovation, resilience and competitive differentiation. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:06 - Tech Renaissance: From Innovation Hubs to Leadership in AI and Computing 02:24 - Dell's Strategic Decisions for Enterprise Growth 04:38 - Unlocking Growth: Economic Insights and Strategies in CSPs and Edge Computing 10:20 - Innovative Approaches to AI in Vertical Markets: The Dell Experience 12:51 - Transforming Organizations: Embracing AI and Process Innovation 16:57 - Innovation, Strategy, and Vision: Navigating the Future #theCUBE #NYSEWired #theCUBEresearch #AIFactoriesDataCenters #DellTechnologies #MichaelDell