David Kennedy, Dell Technologies | theCUBE + NYSE Wired: Dell Technologies Symposium
In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, David Kennedy, chief financial officer of Dell Technologies, joins theCUBE + NYSE Wired's Dave Vellante to discuss the enterprise inflection point driving durable AI monetization across industries. Kennedy reveals Dell now supports 6,500 AI factories, with more added in the past eight months than the previous eight quarters combined. He outlines how agentic workloads are fueling broad-based demand for traditional servers alongside GPUs, as sectors from financial services to pharma move beyond pilots into production at sc…