Michael Dell on industry size
From Michael Dell at DellCAP · · Paul Mooney
“when we look at the industry first first we see it's a 2.7 trillion dollar industry and it's a very dispersed industry in the sense that there are there's no company that has anywhere near double-digit share of the 2.7 trillion.”
On , Michael Dell, Chairman & Chief Executive Officer at Dell Technologies, spoke about industry size during Michael Dell at DellCAP on Paul Mooney.
About Michael Dell
Michael Dell, chairman and CEO of Dell Technologies, said during a May 2026 keynote at Dell Technologies World that the company's AI business has moved "from testing and evaluating into production," citing deployments with Eli Lilly and Samsung as examples. He stated that Dell had 5,000 enterprise customers for its AI Factory and expected $50 billion in AI server revenue for the year. In a separate interview, Dell described supply chain constraints, particularly for memory and advanced-node semiconductors, as the biggest bottleneck to AI growth, noting that it takes about four years to build a new fabrication plant. In April 2026, Dell and his wife, Susan, announced a $1 billion commitment to the University of Texas at Austin to support a new medical campus and student housing, with the Dobie Residence Hall renamed Dell House. The previous December, the couple pledged $6.25 billion to seed investment accounts for approximately 25 million American children. Speaking at a TIME100 Impact Dinner in May 2026, Dell said the gap between potential and opportunity is "one of the greatest challenges of our time" and that his philanthropy is guided by the principle to "bring others with you" when doors open.