Michael Dell’s Vision For Dell Technologies
The financial analysts seem to like [our vision]. Our stock has been performing well. When you look at our business, we have a leading position in some enormous parts of the industry that are just fundamental to how our industry operates. We’re building these multibillion-dollar businesses in new areas like the edge, telco and 5G, etc., but what I find interesting about our opportunity is, if you look around the world—let’s say you’re into AI, or you’re into autonomous transportation, or you’re into the metaverse with blockchain, or AR and VR, etc.—all these things have one thing in common, that is an enormous amount of data.
The amount of data will just keep growing. The time it takes for the amount of data in the world to double keeps shrinking, because everything in the world is becoming intelligent, connected, low latency networks, etc. Certainly, the plot of any organization is to use all of that to create a competitive advantage and create success. That requires new capabilities, new tools and new infrastructure. So we find ourselves in a great position to be able to help at all layers with that challenge.
Reflecting on our last 37 years—yeah, that’s been really fun and really exciting, but I think it’s all just a pregame show for what’s about to happen in our sector and the role technology plays in enhancing and enabling human potential.