Advancing Transformation: AI Progress, Innovation and Industry Success

I stepped off the Dell Technologies World main stage earlier this week, and I’m still blown away by the amazing stories of customer success and advancement we heard at this year’s event.

From CoreWeave to JPMorganChase, USAA and Lowe’s, AI infrastructure investment is growing as cloud service providers (CSPs) and enterprises scale their infrastructure to meet increasing demand. This unprecedented surge is reshaping the technology landscape and advancing AI adoption along with the development of innovative AI tools.

What all these companies have in common is Dell Technologies as a strategic collaborator, vital partner and trusted advisor.

We’re using our expertise in design, engineering and cooling technologies to help CSPs run large-scale projects. And our deep understanding of enterprise requirements helps the biggest names in business evolve their data center strategies.

AI is no longer a futuristic concept. It’s here, and it’s transforming industries. Our work with CoreWeave illustrates how specialized AI platforms and purpose-built infrastructure deliver real, measurable outcomes for businesses harnessing GenAI and complex machine learning models.

We’re proud to have been the first to ship integrated, liquid-cooled systems with our IR7000 racks and NVIDIA GB200 NVL72 GPUs. These systems went to CoreWeave and deliver up to 25X energy efficiency improvements and enable groundbreaking performance like 30X faster training for trillion-parameter models.

CoreWeave’s AI hyperscale capabilities, reinforced by Dell’s liquid-cooled PowerEdge XE9712 servers, allow enterprises to meet rising demand for advanced AI workloads. Our validated Dell Integrated Rack Scalable Systems and Professional Services capabilities help CoreWeave deploy and optimize AI workloads rapidly so customers can focus on innovation.

You heard it straight from CoreWeave Co-Founder and Chief Strategy Officer Brian Venturo when he joined me on the main stage: “The scale challenge is real. To serve all these applications and everybody in this room, you need a lot of GPUs. The market and the world have to understand that we must invest in the infrastructure and critical IT to make it happen.”

The rollout of AI infrastructure like ours is already allowing financial institutions, retailers and others to redefine the customer and employee experience.

For example, Dell’s hardware and software solutions, including compute and software-defined storage, have allowed JPMorganChase to improve the performance of a wide array of applications. These include traditional workloads and high-performance, data-intensive systems.

JPMorganChase is prioritizing the integration of data, AI and GenAI to transform its services, as well as the employee experience for its more than 300,000 team members. With support from Dell Technologies, the company is creating a more personalized, secure and efficient banking experience while staying ahead of industry trends.

Think about what Larry Feinsmith, JPMorganChase head of global technology strategy, innovation and partnerships, said to Michael: “Our strategy is to use a constellation of models—both foundational and open—which requires a tremendous amount of compute in our data centers, in the cloud and, of course, at the edge. The one thing that’s constant, whether you’re training models, fine tuning models, use cases that have large-scale inferencing or using these next gen reasoning models, they all will drive compute. Dell is well-positioned to help JPMorganChase and other companies in their AI journey.”

Working with Dell helps ensure JPMorganChase’s data centers meet strict requirements for scalability and resilience while also helping to ensure the $4 trillion financial institution can achieve its aggressive AI goals.

JPMorganChase’s commitment to innovation extends to its new, renewable- powered New York City headquarters, where employees will be equipped with Dell PCs, desktop thin clients, displays and more for a higher level of user experience.

Speaking of PCs, USAA has embraced Dell AI PCs as a critical part of its infrastructure strategy. As you heard USAA Assistant Vice President Rob Johnson tell Sam, USAA aligned its most recent refresh cycle with our AI PC roadmap to future-proof operations and stay ahead in a competitive industry.

Since deploying Dell Pro notebooks equipped with NPUs earlier this year, USAA has seen better battery life and performance. But that’s just cracking the surface. USAA has more than 50 GenAI projects in progress, using a strategic mix of on-premises, SaaS and edge solutions to ensure AI workloads are run closer to their data for maximum efficiency, cost savings and privacy. This forward-looking approach allows USAA to use its solid infrastructure foundation to explore and experiment with emerging technologies, test new solutions and adapt quickly.

I think Rob said it best: “Things can change in an instant. Tomorrow could be the difference between leading and losing, and that’s why we’re future proofing today. If you’re not using AI PCs, learning and experimenting with the capabilities, you’ll get beat tomorrow.”

Like USAA, our longtime customer Lowe’s is building an AI foundation from which it can scale innovation. You may have heard CIO Seemantini Godbole tell Michael that Lowe’s business is ripe for AI, and how the company is embracing technology to unlock new opportunities, from streamlining internal workflows to empowering associates with tools that help them meet the needs of customers in new and meaningful ways.

With Dell at the core, including Dell PowerEdge XE8640 servers, Lowe’s is tackling initiatives designed to enhance the shopping experience for the 16 million home improvement customers it serves and make operations more efficient at its 1,700 stores.

These advances are already making an impact, analyzing customer purchase patterns to better manage inventories and improving customer service.

I’ll say it again, the unprecedented growth in AI and data center investment spans customer segments. It underscores a dynamic shift across industries. Against that backdrop, Dell Technologies sets the standard for innovation and collaboration. Just look at the success stories we’ve shared during this year’s Dell Technologies World. There’s no question that we’re solidifying our leadership positions in a transformative era for the data center and the AI landscape.