Michael Dell, Jensen Huang and Bill McDermott on New AI Factories

Bloomberg Technology's Ed Ludlow sits down for an exclusive joint interview with Dell Chairman and CEO Michael Dell, Nvidia CEO Jensen Huang, and ServiceNow Chairman and CEO Bill McDermott to talk about a new partnership to build artificial intelligence "factories" and computers, reliance on Taiwan and the growth of AI. They speak from the Dell World Conference in Las Vegas.
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[@AravindanUmashankar]

Bill the ace pitch man . Jensen the articulate visionary . Dell the Pioneer 🥂

[@faridabdullah9306]

3 Charismatic Gentleman in their Own Best presentation. Thank You for service the world with Futuristic Tools.

[@wilsonjohnbarker]

Ed Ludlow has done a great job, for managing the three conversations with so many acronyms, and analogies, and at different product levels!

[@user-jl7ld5mb6e]

One of the best interviews I've seen in a long time. Brilliant facilitation by Ed

[@SandwichMitGurke]

really? sounds like a circle jerk to me

[@RunDaChansey]

Ed Ludlow I apologize I was not familiar with your game. Straight up G for managing this.

[@mtibrands]

Excellent interview, although it could have been better. Let me explain: The interviewer has excellent techniques to get these VIP businessmen to like him, this is seen in the way he created a bond of trust and they felt relaxed and happy about the opportunity to be together. However, when several times one of them (especially Michael) was relaxed and happy explaining some of his ideas, he was abruptly interrupted to ask Bill about another topic... Bad news!!! When you have this tremendous opportunity to be with these incredible people you have to ask some questions and let them talk... without interrupting!!! Many times it ends up in a discussion table where you are only a witness who facilitated all this!!!

[@Ground53]

I am surprised they aren't all wearing leather jackets

[@Eddie-cc6py]

They are not in the same league.

[@viethuy6950]

they need your money

[@mikey1836]

The AI advised them what to wear to maximise share price 😂

[@largeformat942]

I'm surprised they are not all wearing black turtlenecks

[@tustak]

Relieving! Bring back class ;)

[@relexelumna5360]

Let's protect n support TSMC Taiwan at all cost. Its the mother and backbone of all technology ai, cpu, cpu etc

[@CaryC88]

Well done managing three big personalities and getting informative answers.

[@don66776]

So glad I watched that right through. Incredible & skillful interview by Ed. Surrounded by the creme de la creme of the computing industry he never gave up an inch and elicited amazing amounts of information from three superstars. Pity I wasn't more computer literate. Much sailed over my head. Something of a worry tho' that for the immediate future and for some time beyond Taiwan is an indispensable participant/contributor.... 🤥

[@ReflectionOcean]

By YouSum Live 00:00:49 A.I. collaboration among CEOs. 00:01:12 A.I. ecosystem drives innovation. 00:01:25 A.I. revolution through partnerships. 00:02:51 Building global A.I. infrastructure. 00:04:39 Trust and partnership in A.I. development. 00:05:20 Competition fosters innovation in markets. 00:07:00 A.I. factory: intelligence supply chain. 00:16:10 Integration key for A.I. success. 00:20:29 National investment in A.I. technology. 00:22:07 Harnessing data as a natural resource. By YouSum Live

[@user-yi1yu1ov1h]

Ed should let them finish their sentences and not interrupt them

[@Kylehakimi]

one of the best interviews ive ever seen in my life

[@jeffrose5622]

Amazing and awesome interview. Those that think AI isn't the future are lying to themselves. Those that invest in these company's will be wealthy!

[@Chryeon]

Looks like the 3 gangs up grip tight supports each others and Ed asking on point questions, this talks is amazing 🎉

[@Joe-cf3vo]

Fortunes are going to be made. Great interview, details how the entire industry acts as a microcosm of the larger economy. Providing a glipse of the future.

[@paulgilliland2992]

Love all these guys especially Bill McDermott who literally came from nothing. His dad was a union plumber in New York.

[@liewchintong2235]

Excellent Host, great people, the three important leaders to bring AI innovation to change the world.

[@Slaxsvo]

Host is okay at best.

[@user-ku6cs5vw1v]

@@Slaxsvo host is meh

[@AlL-yi9jo]

Once you’ve asked a question, please let the speaker complete their response.

[@wnow8987]

I'm glad that this was on my feed! 🎉

[@csg-cutesmilegooner1690]

It's like I'm living in the future now in the present

[@channelsold3236]

back and forth and then some. 🌟 💸 💰

[@mingouczjcz3800]

A lot of hype and self-promotion, tho

[@geoms6263]

it´s like BITCOIN

[@glencorajane]

Moderators voice is so sharp and talk too much. Let the ceos talk! Why is he constantly interrupting them? They are the stars not him

[@rjmcfly202]

"Trust is the ultimate human currency", "... Markets are often built on choice, choice foster Innovation, competion is the mother of innovation". Nice 1 Ed👏

[@mikey1836]

All back slapping each other. This isn’t an interview but a marketing space.

[@jimdillard2951]

Yes, but if you listen you gain additional vis into where $ is being made w/ AI. Sorry if you missed that.

[@midwestcannabis]

Party On with The Retail $NVDA Family 🥳🥳

[@ChuckSilva]

Ed is an ace host/reporter!!!❤❤❤ thank you !!!🔥🔥🔥

[@maguilla]

Michael Dell and Jensen are all ready using the same shoes! Soon the black jacket

[@jorad4887]

LMAO, bruh

[@monik_singh]

The guy cut Bill McDermott 2 times in the first 30 seconds of Bill talking. What an Idiot !!

[@larryi9373]

Excellent interview, well done!

[@jislordayomide6638]

Love the interview❤, great questions and responses

[@4.0Solutions]

We are really exited to see the AI Factory partnership with Dell + Nvidia! That's what our channel is all about! Digital Transformation IIoT and the 4th industrial revolution. Crazy to know that we are now in the 5th Industrial Revolution aka (The AI Revolution)

[@floridapielady]

This is why I have stocked up on NVidia stock. Amazing stuff happening.

[@Muli1211]

What about dell stocks?

[@googleuser793]

you're about a year too late. it could easily fall by 50% at this point

[@floridapielady]

@@Muli1211 Dell is always a good thing

[@floridapielady]

@@googleuser793 Dude, you’re wrong I’ve had nvidia for years. It’s not too late to jump in.

[@thenextension9160]

@@googleuser793I invested in nvidia and Dell last week and I am up almost 20%

[@claudemoyen8676]

This was a great conversation on the future of AI. I need more of it. Great job!!

[@shirtdirt1874]

That Bill dude got some swag.

[@teenytinytoons]

He said age of empires. Bro. That game was incredible especially age of empires 2!!!

[@rohangaikwad255]

soo many hours ........ of fun

[@carvalhoribeiro]

Great. Thanks for sharing this

[@redapost9652]

These guys are geniuses !!

[@sunnymurali]

the potential for Dell seems huge !!!

[@hikeyt2747]

WE ❤❤❤❤❤❤ Jensen Huang

[@Dana-ee9pb]

Michael Dell made many investors millionaires back in the 90's. Maybe he can do it again! Also, this is an historic interview. We will look back at this ten years from now knowing this was the moment to get involved.

[@cherchang5191]

Jensen you’re the man!

[@rusitoexplorador]

I really liked the host 👍

[@stevenm7211]

why is DcDermott doing a Christopher Walken impersonation?

[@___beyondhorizon4664]

He's the only CEO who has time to go to the salon for a hair stylist 😁 and designer glasses. Maybe he's friends with Anna wintor 😁

[@andrehorochiwsky3627]

Glass eye due to an accident.

[@Bradgilliswhammyman]

@@andrehorochiwsky3627 ah ok, I was wondering about that.

[@Slaxsvo]

@@___beyondhorizon4664 At least try to hide the fact that you're clueless.

[@BlimeyMCOC]

Change the world fellas

[@stevesongs1]

This interviewer is an ace. Great clear questions and super follow ups based on the answers.

[@channelsold3236]

tsunami of chips on the rise technology " heck of a quote 👏

[@mikemuponda1781]

Pretty good interview

[@slytherben]

And yet, 25% of all Nvidia Blackwell GPU's are going to SMCI. Judging by Dell's earnings report, I can't tell if this video is just marketing and posturing on behalf of Dell, or is Dell actually going to start competing with SMCI? Because right now, just based on inventory, SMCI is king

[@arunaarya-jl6oq]

Excellent

[@amin56754]

pretty nice interview

[@Porschedid911]

Ed Ludlow great job!!!

[@leverman7517]

Who sells that leather jacket?

[@mangodblackAI]

This is Hugh but as I got towards the end of the video, I was wondering,. how does China often quickly come up with something similar and then better...to the point they lower the revenue of American companies because of the short partnerships

[@EasyCapitalArsh]

Sad to see this partnership as a big SMCI holder. I hope they do something formal with SMCI too but this kinda makes it seem like NVDA has picked sides. But regardless both companies have lots of growth potential

[@rainkloud]

Host: Is this the first time the three of you have actually been in the same room? Michael Dell: Well, it's the first time we've all been in the same room fully clothed 😉

[@paulmeier3462]

I'm sorry but they sound a lot like those guys in the YT ads telling you that you can make a fortune using AI to pick stocks and that makes me nervous.

[@tipoomaster]

18:06 Uh did anyone else catch this moment? "Does Nvidia have a place in the AI PC?" Michael Dell: "Check with him next year". Seems to hint at the Nvidia Windows on ARM chip for next year

[@solidorsharp3091]

Breaking monopolies $ support entrepreneurship $

[@JPHolling]

When they say AI factory. Essentially its a giant server with Nvidias latest GPUs? I honestly didnt know Dell worked with servers

[@bgyw]

Yes, that's pretty much what it is. Just like the Cloud is actually just a Server. It's just marketing.

[@JPHolling]

@@bgyw do you know if Dell brings something fundamentally different then other cloud companies like Amazon or Microsoft?

[@bgyw]

@@JPHolling Dell is majoritarily an hardware vendor whereas Microsoft and Amazon (AWS) are more on the software side. Although their businesses kind of overlap in some areas but in general, they are not focusing on the same things. Dell's competitors are more like HPE, Acer, Supermicro, Lenovo, etc. At the end of the day, their computers all use the same chips, memory, storage, etc. Some it's more about how they package everything into a solution and how much it costs that will make a difference.

[@JPHolling]

​@@bgyw Thanks for the detailed response. Just trying to figure out why Jensen gives Dell such a high approval rating for helping companies with AI servers. I wasnt aware until recently of them being overly involved in the space

[@bgyw]

@@JPHolling "Dell is one of the largest providers of computing infrastructure to government agencies and businesses - a market that Nvidia doesn’t directly serve. Though Nvidia’s sales have surged in the past year, it has mostly relied on a small group of customers for that growth: the data center operators known as hyperscalers." Yahoo Finance.

[@nenickvu8807]

They're gonna eat Intel and AMD and Apple's lunch with this kind of partnership.

[@SimonStormFrigon]

Looks like these 3 guys had a few brainstorming meeting to structure this exact interview...

[@zx5147]

Great job Ed, you can lift 80lbs

[@cagnazzo82]

Ed Ludlow asked great questions. Everything we want to know from some of the leading figures in bleeding edge tech. Great job.

[@FOURTWENTY.SIXTYNINE]

(o_o) - guy in the background

[@Ground53]

Probably works for ARM Holdings😂

[@asemicion7059]

Great questions by ED. Top-notch probing. Awesome insights. Thanks.

[@milosnestorovic1594]

Ability and human resources is a Key, Clear...

[@MD71164]

Like Wintel in the 90’s, sounds like we have the birth of NVidi-ell!

[@milosnestorovic1594]

A.I Factory Investment...It's Absolutely Inevitable, Absolutely...

[@pattyhsieh]

"on-prem is cool again" 😎

[@wildwendell3970]

Why aren’t they using pltr software

[@careerdog]

Chips everywhere. A chip in every pot! A pot in every kitchen!

[@Ground53]

Ed Ludlow was a gamer

[@petereriksson7166]

I like that american companies cooperate. A strong america is very important for the world.

[@wonton120]

Nvidias saves the Dell? When does Dell start to build the server?

[@emerica187]

Bill McDermott is a badass lol

[@b.c.2177]

Dell is nice, but I like ThinkPads more, and all my laptops so far are TinkPads and I think in the future will also be ThinkPads

[@b.c.2177]

​@@JonProphet111 in terms of love, it doesn't matter in which country it is made :). I don't like Aluminum laptop cases and I don't like white color laptops, like MacBook or Dell. I like Black, carbon fiber, with nice keyboard etc...ThinkPads are just what I like, of course, not all models. And by the way, ThinkPads production is managed by American engineers in China. There is a big difference between Lenovo laptops and Lenovo Thinkpad laptops.

[@user-hi8zq1qy1i]

Can dell maybe release it standalone ai device ?

[@Ben_D.]

If you close your eyes and listen you can hear Ed Ludlow speaking just like Demis Hassabis.

[@R0cky0]

this mod should be fired. she constantly interrupts the speakers. it's an embarrassment that bloomberg uses someone who doesn't have a single sense of ethics.

[@hanku999]

Mr. Bill McDermott can easily be mistaken for an Italian mafia boss

[@JCJourney]

my 12 years old Dell PC I just replaced , used Nvidia GPU . I bought the top of the line and paid extra for upgrade. cost less to run in 12 years than getting a cheaper one that only last couple years. still work ok, just the CPU and Ram is not enough anymore.

[@ruixuezhang472]

The host keeps interrupting Jensen Huang, isn’t that improper and even rude to followed with a political issue to an Asian guy…

[@akira28shima32]

“Let’s get this party started!!”--Elon Musk

[@atangbingana283]

what a fucking sales men.

[@ANShared]

Michael Dell talks about AI infrastructure but recklessly fires his hardware security org for cost saving. Now you get Dell AI servers with compromised security.

[@distantyahoo]

capital makes me randy baby, yeah. I would die for either one of these companies.

[@experiencelife3237]

Please create a new Olympic games, where sovereign AI's competes in tasks.

[@johncallahan8588]

The ServiceNow guy has a Christopher Walken vibe

[@aaronmichealzz]

They never answered his question... about how and if its being adopted by companies smaller than the hyperscalers

[@donovanb4523]

Wasn't expecting Bill McDermott to carry Jensen and Dell on this interview

[@TM-yr3pc]

🤔

[@stadiojunkie]

Can you tell Ed to get his barber to trim his eyebrows. Cheers.

[@sidequestsally]

Richard Belzer is into Ai now?

[@thecloudtherapist]

2m35s in and I'm already shaking my head.

[@anotherunwantedopinion2914]

FFIE LETS GOOO

[@MostAlpha]

Apple should be all over this!

[@rachellees7741]

Terrible host. He kept injecting his words, saying "yes" or cutting off the guests - especially the servicenow ceo. Just ask a question succinctly then don't interrupt and let the three ceos complete their thoughts.

[@bearstrong2190]

20:45 *tupac enters the chat

[@Bradgilliswhammyman]

Does Bill McDermont have a eye problem or sensitive to light ? He never takes those glasses off, all his interviews are with him wearing those glasses.

[@jrs89]

He didn't always wear glasses. He suffered an injury that damaged one of his eyes. He has a glass eye and wears sun glasses to obscure it.

[@rickygage4024]

Where my Hedera boys at?

[@amritbro]

All of our pcs will be AI pcs…

[@gjbook]

After all that, I still don’t understand what an AI factory is. As a customer, how am I to buy that?