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Michael Dell On Regulating AI, The Coming 5G Explosion And Considering Going Public, Or Not

Matt Brown

How inclusive is the world of AI? What advice do you have for keeping pace with the AI market?

What I'm seeing is an absolute explosion in the number of use cases for AI. AI is an umbrella term inclusive of neural networks, deep learning, machine learning. You're taking all this data and you're using learning and inference to draw better conclusions from the data. We've seen a rapid acceleration in our server business. AI is a big use case. What you don't find is horizontal AI. AI gets very vertical very quickly because it's every industry. It's very specific to the data. We're also seeing the build-out of automated, modernized on-premise systems. The hyper-converged, converged. VMware is doing very well. There's AI going on in lots of different places and it's interesting to thing the boom in edge computing, which I think is just starting. Customers say, 'AI, I'm going to put all that on the public cloud.' They do that and then the amount of data, the charges, the speed at which you need to operate and the cost and they figure they're going to build their own. They're also saying the data is getting more and more valuable, do we really want to send it off to somebody else and then rent it back? No, we don't want to do that. We want to own our own data. There will always be variable outcomes. It's the nature of our industry. It's change or die, quick or dead.

 
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