Nvidia, Dell Are Building Their Own AI 'Factories'

I'm here, I'm here to announce this Dell AI factory with NVIDIA going to market starting today. In order to do this, just think about what an AI factory is. It has CPUs and GP US. It has networking switches, incredible amounts of software in systems connected to storage, and the miles, the miles of cables alone necessary to build up one of these things. Well, we, you know, Michael. Turned it into an easy bit and so that just let just just as Dell did early days with PCs, they're now doing this with AI factories so that any company can come to Dell and with a specification of the requirement they could get into the business of producing. And this is the big idea, producing intelligence at scale, you can think about it through the lens of your customers that are themselves enterprise companies probably of smaller size. Do you think that they are ready for this AI factory? Investment that they're going to have to make essentially. I know they are. You know, last week for example, I had the pleasure of being with Microsoft and Satya. And what they're doing on Copilot as an example is something that every CEO is well aware of what they're big and small, big and small. And we build our own domain specific models on the ServiceNow platform. Why does that matter? Because we're really focused on experiences. There's an $11 trillion market in terms of GDP impact over the next three years according to IDC. That is how we're going to help the world economy improve. Companies like Dell Technologies and NVIDIA and ServiceNow, yes, but I also acknowledge your point. We have to be open. And for example, we have a great partnership with Microsoft. They're not in the room right now, but they're a great partner. You talk about them when they're not in the room because that's very important to our customers to have the copilot and to have the now assist. We're reinventing industries with Jensen. Telecommunications was our first, you think about the networking path of a telco company, think about service management, think about Dell now with now assist and what we can do to combine that with Michael's incredible technologies. Every company in the world and every workflow for every company in every industry will be re engineered in 24 months. This is a tsunami. It this is a tsunami of change and only the smart ones are going to recognize I have to plant the flag. Now, whether the story is complete or not is not the issue. The train is moved out. It's on the fly.

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