What to expect during Dell Technologies World: Join theCUBE May 18-20

Overview

Dell Technologies is positioning the AI factory as the next model for enterprise infrastructure as it prepares for Dell Technologies World in Las Vegas, May 18-20, covered by theCUBE. The company has deployed AI factory systems to more than 4,000 customers, and its AI server sales have climbed from $10 billion in early 2025 to $25 billion, with predictions of $50 billion this year. Analysts say the focus will be on AI factories as integrated systems and on measurable return on investment.

Key Takeaways

Dell is framing the AI factory as the new infrastructure model, with theCUBE covering Dell Technologies World May 18-20 in Las Vegas.
Dell has deployed AI factory systems to more than 4,000 customers.
AI server sales rose from $10 billion in early 2025 to $25 billion, with predictions of $50 billion this year.
Dell has enhanced its AI Factory through partnerships with Nvidia, AMD and Microsoft.
Analysts say the challenge is execution at scale and maintaining openness as enterprises move AI from pilots into production.

Stats & Key Facts

#AI factory systems deployed to over 4,000 customers
#AI server sales climbed from $10 billion in early 2025 to $25 billion
#Predictions of $50 billion in AI server sales this year
#Dell PowerEdge XE servers scale up to eight PCIe-based GPUs per machine

What to expect during Dell Technologies World: Join theCUBE May 18-20

The AI factory model

Dell describes the AI factory as integrated systems that produce intelligence at scale.

›Compute has shifted to accelerated architectures.
›Storage is becoming a real-time data engine.
›Networking is now part of the compute fabric itself.

TheCUBE Research's Dave Vellante said Dell is one of the premier companies positioned to bring these elements together into a cohesive AI factory spanning servers, storage, networking and ecosystem integration. He added that the challenge is execution at scale and maintaining openness, while the opportunity is significant as enterprises seek trusted partners to operationalize AI beyond pilots.

Growth numbers

›AI factory systems deployed to over 4,000 customers.
›AI server sales climbed from $10 billion in early 2025 to $25 billion.
›Predictions point to $50 billion in AI server sales this year.

The article says that so far the numbers show Dell has not been wrong in its belief that AI would lead to a fundamental shift in how work gets done and how businesses operate.

Event coverage

›TheCUBE covers Dell Technologies World in Las Vegas from May 18-20.
›Coverage includes on-site reporting and exclusive interviews.
›It explores how Dell is evolving into a full-stack AI platform player.

TheCUBE, SiliconANGLE Media's livestreaming studio, will cover the latest news at Dell Technologies World in Las Vegas from May 18-20 with on-site reporting and exclusive interviews. Coverage will explore how Dell is evolving into a full-stack AI platform player generating rack-scale AI factories and high-performance storage for hybrid architectures.

Hardware enhancements

›Dell unveiled new PowerEdge XE servers that scale up to eight PCIe-based GPUs per machine.
›Configurations include the Nvidia RTX Pro 6000 Blackwell Server Edition.
›Dell and AMD added support for AMD Instinct MI350P PCIe GPUs in PowerEdge servers.

Dell also implemented a public preview of PowerScale on Microsoft Azure, showcasing capabilities to build next-generation applications for AI, machine learning workloads and advanced analytics.

From point solutions to an operating model

›Paul Nashawaty is a principal analyst with theCUBE Research.
›He says Dell's AI Factory represents a meaningful shift.
›It positions AI as a full operating model rather than a collection of point solutions.

Paul Nashawaty, principal analyst with theCUBE Research, said Dell's AI Factory represents a meaningful shift by positioning AI as a full operating model rather than a collection of point solutions.

Frequently Asked Questions

When is Dell Technologies World 2026?

It takes place in Las Vegas from May 18-20, with theCUBE providing on-site reporting and exclusive interviews.

How many customers use Dell's AI factory?

Dell has deployed AI factory systems to more than 4,000 customers.

How fast are Dell's AI server sales growing?

AI server sales climbed from $10 billion in early 2025 to $25 billion, with predictions of $50 billion this year.

Which partners support Dell's AI Factory?

Dell has enhanced its AI Factory through partnerships with Nvidia, AMD and Microsoft.

What is an AI factory?

Analysts describe it as integrated systems that manufacture intelligence at scale, combining accelerated compute, real-time storage and networking as part of the compute fabric.

Dell is presenting the AI factory as a full operating model and a centerpiece of its enterprise strategy heading into Dell Technologies World.