Dell Technologies (DELL) Dell Technologies World 2026 Keynote summary
Event summary combining transcript, slides, and related documents.
Dell Technologies World 2026 Keynote summary
18 May, 2026Vision 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.
Latest events from Dell Technologies
- Shareholders will vote on director elections, auditor ratification, say-on-pay, and redomestication to Texas.DELL
Proxy filing15 May 2026 - Key votes include director elections, auditor ratification, and redomestication to Texas.DELL
Proxy filing15 May 2026 - AI server momentum and operational agility set the stage for record growth and shareholder returns.DELL
Morgan Stanley Technology, Media & Telecom Conference 20267 May 2026 - Board recommends redomestication to Texas, with stockholder vote set for June 2026.DELL
Proxy filing4 May 2026 - Shareholders to vote on redomestication to Texas, director elections, and executive pay.DELL
Proxy filing4 May 2026 - AI revenue growth, supply chain strength, and productivity gains fuel 25% earnings growth outlook.DELL
Status update7 Apr 2026 - Record FY26 revenue and EPS growth driven by AI, with strong FY27 outlook and capital returns.DELL
Q4 20267 Apr 2026 - 7-9% revenue and 15%+ EPS growth targeted, with 80%+ FCF returned to shareholders.DELL
Investor Update3 Feb 2026 - Strengthened ESG governance, advanced sustainability, and earned top global recognitions.DELL
ESG Update2 Feb 2026