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

Matt Brown

You have the largest catalog of infrastructure in the industry. How does that match up with the fact that customers are trying to escape lock-in?

We're in a business that's always been about choices. Today, we're No. 1 in 22 different categories, but the way I think about it is we have 2.6 percent market share. We have an $80 billion business. Our total market is $3 trillion. That's 2.6 percent. The market is going to grow. The $3 trillion is wrong. I think it's going to be $4 trillion, $5 trillion, $8 trillion because technology is right in the center of everything. There are no shortage of competitors. There are all sorts of folks out there innovating. We have co-opetition going on. Customers continue to have choice. We're open, and we have choice, but customers also want to hear our opinion on how to run a modern data center, or how to run cloud data applications or how to do security. If they just want to buy the ingredients form us and do it themselves with their own open-source software, lots of people do it. That's great. No problem. We're open to choice with an opinion.

 
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