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In this conversation from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future, Mindy Cancila, vice president of corporate strategy at Dell Technologies, joins theCUBE’s John Furrier in the NYSE studio to unpack how AI factories are redefining enterprise infrastructure. Cancila shares fresh Dell research on how organizations are shifting both generative and agentic AI from proof-of-concept into production, with the majority planning to run on-prem to protect proprietary data while driving productivity and new revenue. She explains how Dell’s experience with large-scale training providers and a long-standing enterprise installed base is shaping AI-ready data center designs that can support demanding, GPU-intensive workloads at scale. The discussion digs into what it really takes to operationalize AI factories in the enterprise: navigating power and talent constraints, co-designing next-generation architectures with customers and aligning AI investments to clear ROI and governance frameworks. Cancila highlights why this is not a “fast follower” market, how more than 3,000 customers are already tapping Dell AI factories, and where edge and “physical AI” use cases are emerging across financial services, research, healthcare, robotics, retail and manufacturing. From rethinking hyper-converged versus disaggregated designs to treating data and networks as strategic assets, she outlines how AI factories are becoming a new unit of value in the data center and a cornerstone of digital strategy for the next era of compute. 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 00:02 - Building the Future: AI's Role in Industry Transformation 02:21 - Transforming Enterprises with Diverse AI Ecosystems 05:04 - Integrating AI Strategy with Industry and Infrastructure Evolution 07:17 - Optimizing AI: Governance, ROI, and Infrastructure 10:48 - AI Factories: Transforming Industries and Shaping the Future with Robotics 14:16 - Final Thoughts and Future of AI 17:17 - Closing Remarks #theCUBE #NYSEWired #theCUBEresearch #AIFactoriesDataCenters #DellTechnologies #AIInfrastructure #AgenticAI