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Dell’s PC Strategy for the AI Era

Dell’s PC Strategy for the AI Era

Jeff Clarke and Rob Bruckner join Patrick Moorhead and Daniel Newman to discuss Dell’s commercial PC strategy, the role of engineering excellence in the Dell Pro lineup, and how AI-enabled devices are reshaping enterprise computing.

Enterprise computing is entering a new phase as AI workloads, hybrid work environments, and rising security requirements reshape what organizations expect from their devices.

In this segment of our series “The Next Generation of Dell PCs,” hosts Patrick Moorhead and Daniel Newman sit down with Jeff Clarke, COO and Vice Chairman of Dell Technologies, and Rob Bruckner, President of Dell’s Commercial Client Solutions Group, to explore how Dell is evolving its commercial PC strategy for the AI era.

As innovation across silicon, AI workloads, and enterprise security accelerates, Dell is focusing on engineering-led design, an expanded commercial portfolio, and end-to-end workspace solutions that help organizations navigate the next generation of computing.

Key Insights:

🔹 Why the PC market is at a new inflection point
🔹 How Dell’s engineering-led design is shaping the next generation of commercial PCs
🔹 What the new Dell Pro and Dell Pro Precision portfolio brings to enterprise customers
🔹 How security, manageability, and hybrid work demands are redefining device expectations
🔹 Why Dell’s scale, supply chain leadership, and AI-enabled portfolio matter in today’s enterprise environment

As AI moves closer to the endpoint, devices are becoming more intelligent, more secure, and more critical to enterprise productivity.

Want to see what AI-ready enterprise devices actually look like? Visit Dell Technologies


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Listen to the audio here:
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Transcript
Analyst Coverage:
RSS 2.0Olivier Blanchard — Dell Coverage
11 items · X & LinkedIn
I'm especially impressed with the @Dell Pro Max desktops, with GB10 and GB300 options. The GB300 version can handle 20 petaflops of FP4 computing power, and supports up to ~460Bn parameter models. And it can sit under your desk.
XMay 20, 2025
The GB10 version can support up to 200Bn parameter models and delivers 1 petaflop of FP4 computing power. It also comes with Dual ConnectX-7 Smart IC, and can easily fit on pretty much any desk. (It's also very portable.)
XMay 20, 2025
Another #DellTechWorld announcement that I want to highlight: @DellTech + @Google Gemini = Gemini on prem.
XMay 20, 2025
60% lower cost than traditional Clouds, but here is the rest. @Dell AI Factory is looking at how much distributed AI compute is going to be needed in the next few years, and investing accordingly. #DellTechWorld
XMay 19, 2025
Dell Tech World 2025 analysis by Olivier Blanchard: Dell AI Factory 2.0 features 256 Blackwell GPUs per rack, 230% faster data throughput, and agentic AI support. Dell now has ~3,000 AI Factory customers.
LinkedInMay 28, 2025
At Dell Technologies World 2025, Dell introduced the Pro Max Plus, the first mobile workstation featuring a discrete, enterprise-grade NPU. Powered by Qualcomm's AI 100 data center chip, it handles models up to 109 billion parameters.
LinkedInMay 28, 2025
Dell Technologies finished FY25 strong. Analyst Olivier Blanchard points out that Dell is capitalizing on AI momentum with a growing $9 billion AI backlog and new platform launches. ISG surged with 22% YoY revenue increase.
LinkedInMar 5, 2025
Big announcement at #CES2025: @Dell is adding @AMD processors

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