Dell Technologies (DELL) investor relations material

Vision for AI-driven transformation

• AI is now foundational, moving from a feature to the core operating model for enterprises, collapsing the gap between imagination and execution and unlocking unprecedented creativity and productivity gains.

• Intelligence is becoming infrastructure, with AI being embedded in real-world environments, enabling local, secure, and actionable insights across industries like healthcare, manufacturing, and finance.

• Trust and partnerships are central to industry reinvention, with collaborations accelerating the adoption and impact of AI at scale.

• The shift to agentic AI is driving a new era of productivity, with autonomous agents planning, reasoning, and executing tasks, requiring new architectures and security models.

• Companies that redesign around AI will compound advantages rapidly, making this an existential moment for business transformation.

Industry case studies and partnerships

• Eli Lilly leverages AI and high-performance computing to scale drug manufacturing, optimize quality, and accelerate research, using digital twins and advanced analytics for breakthroughs in medicine.

• Samsung integrates AI across semiconductor design and manufacturing, using digital twins and real-time analytics to drive operational precision and yield, supported by Dell infrastructure.

• Honeywell is transforming from automation to autonomy, integrating AI to contextualize and optimize industrial operations, piloting Forge Cognition with Dell and NVIDIA for site-level intelligence.

• Deep partnerships with technology leaders like NVIDIA, Google, OpenAI, and Palantir enable deployment of advanced AI models and secure, hybrid AI infrastructure for regulated and enterprise environments.

• Over 5,000 customers are running AI workloads on Dell AI Factory, turning ambition into scaled production with rapid deployment and integrated support.

Technology announcements and innovations

• Dell announced new AI infrastructure solutions, including PowerEdge XE9812, PowerRack, and Exascale Storage, engineered for massive scale, energy efficiency, and rapid deployment.

• The Dell AI Data Platform with NVIDIA accelerates data orchestration, analytics, and AI model deployment, offering significant performance improvements for enterprise workloads.

• New partnerships bring leading AI models (Gemini, GPT-5.5, Grok, Palantir Foundry, Reflection AI) on-premises and in hybrid environments, supporting confidential computing and regulatory needs.

• Dell Deskside Agentic AI enables local testing and fine-tuning of large models, reducing cloud costs and risks, with support for up to 1 trillion parameter models.

• NVIDIA's Vera CPU and OpenShell sandbox provide high-performance, secure environments for agentic AI, supporting every major AI model both in the cloud and on-premises.