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

[@MLLailai]

Ed should let them finish their sentences and not interrupt them

[@AdukonuEmmanuelEdem]

Absolutely rude

[@diegoleo1279]

agree quite rude and impolite

[@brabbitster823]

Very rude

[@ifjfgvjfidifijf]

Not just rude but he talks a lot of nonsense

[@seymorefact4333]

** Pointless ! LESS THAN 5 yrs the CHINESE WILL RULE AI AND ROBOTICS. OF COURSE, USA propaganda won't admit it! USA AI will be used to SPY on EVERYONE. Nvidia, MSFT, Intel, Cisco, X, Meta, Qualcomm etc are CIA and military.

[@markcarey6758]

Exciting times for semiconductor stocks TSMC, AMD and NVDA. which are all experiencing a surge in value. It's interesting to watch the competition develop, given these stocks are major contributors to Al chip growth. On the increase of my personal holdings, I've witnessed amazing impact on my shares.

[@ericgrinwis1630]

AMD and intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.

[@AsandeMonwabisizondi]

This is the type of in-depth detail on the semiconductor market that investors need, also the right moment to focus on the rewarding AI manifesto.

[@kaylagarrison9267]

Sorry not convinced about intel future. Do you really think nvidia can keep up this surge rate and stream for the better part of the decade.

[@markcarey6758]

certainly kayla, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.

[@davegustavo4726]

I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years? My goal is to have funds saved for retirement.

[@faridabdullah9306]

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

[@LakeChuckLLCM]

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

[@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.

[@AravindanUmashankar]

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

[@sudheendramuralidhar7138]

No matter what.. being a dell ex employee I rule in my current company. Leadership you learn. Respect dell guys!!! Proud dell guy

[@relexelumna5360]

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

[@Douglas7h]

Yup! Mankind has taken about 7 decades to advance semiconductor tech up to 3nm since first working transistors at Bell Labs back in 1947. We should also protect Samsung & Intel as well. Healthy competition brings more benefits for mankind

[@relexelumna5360]

@@Douglas7h You're right n i agree

[@paulgilliland2992]

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

[@Chryeon]

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

[@RunDaChansey]

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

[@CaryC88]

Well done managing three big personalities and getting informative answers.

[@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!

[@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

[@seymorefact4333]

** Pointless ! LESS THAN 5 yrs the CHINESE WILL RULE AI AND ROBOTICS. OF COURSE, USA propaganda won't admit it! USA AI will be used to SPY on EVERYONE. Nvidia, MSFT, Intel, Cisco, X, Meta, Qualcomm etc are CIA and military.

[@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!!!

[@mickeycavallier9083]

good observation.

[@moonpiespotlight4759]

He has limited time and needs to give equal time to others, and get answers to his questions.

[@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.

[@derricklau1335]

Very insightful and respect to the 3 CEOs for their patience given the rudeness and immaturity of the host (cutting them off, talking over them, unbelievably disrespectful body language with eye rolls). The host needs to go back to hosting school.

[@Snowchild410]

Jensen you’re the man!

[@supratik.m]

A lot of fond memories after investing almost a decade in the Pioneer IT Support in Dell. With NVidia and the AI, truly the duo will be at the heart and epicenter at the deployment of the same, both enterprise corporate and retail domestic Small Office Home Office. 🤔

[@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👏

[@liewchintong2235]

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

[@Slaxsvo]

Host is okay at best.

[@jijigoX]

@@Slaxsvo host is meh

[@AlL-yi9jo]

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

[@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)

[@LinetteMiles-t9u]

Your videos are so well-made and easy to follow. You're a natural teacher!

[@Kylehakimi]

one of the best interviews ive ever seen in my life

[@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%

[@wilsonjohnbarker]

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

[@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

[@9bytehub]

Nvidia working with Dell is gonna be insane. AI will be everywhere. Love them or not, Dell computers conquer the enterprise hardware market

[@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.... 🤥

[@Jerrytw928]

AI key in Taiwan

[@mikezooper]

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 🥳🥳

[@hikeyt2747]

WE ❤❤❤❤❤❤ Jensen Huang

[@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

[@BillieHines-j6r]

I am grateful to you for helping those new to trading become successful traders. Your advice and lessons are truly valuable to us!🍉

[@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

[@mikezooper]

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 ;)

[@claudemoyen8676]

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

[@stevesongs1]

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

[@maguilla]

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

[@jorad4887]

LMAO, bruh

[@teenytinytoons]

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

[@rohangaikwad255]

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

[@sunnymurali]

the potential for Dell seems huge !!!

[@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

[@redapost9652]

These guys are geniuses !!

[@shirtdirt1874]

That Bill dude got some swag.

[@MillennialRescueOrg]

Dell Tech, Beat EXPECTATIONS! AI is here NOW!

[@wnow8987]

I'm glad that this was on my feed! 🎉

[@ChuckSilva]

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

[@Monik_Singh_Realtor]

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

[@sergeyisaev6489]

thakns for sharing such a great informational content

[@windowsxp1]

this circle is worth over 200 billion dollars alone.

[@larryi9373]

Excellent interview, well done!

[@BlimeyMCOC]

Change the world fellas

[@AnfisaTurova-p5z]

Your all video is great. I learn a lots from your videos. Your video is very helpful. I regular watching your videos. Thanks for such a nice uploading.

[@TheMrSlyxx]

best of the best up there!

[@moonpiespotlight4759]

McDermott does a great Christopher Walken impression.

[@jislordayomide6638]

Love the interview❤, great questions and responses

[@Porschedid911]

Ed Ludlow great job!!!

[@solidorsharp3091]

Breaking monopolies $ support entrepreneurship $

[@channelsold3236]

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

[@mikemuponda1781]

Pretty good interview

[@cagnazzo82]

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

[@SukhchainBatth-ct5bv]

SB OFFICIAL AGI 🎉🎉🎉🎉🎉

[@rusitoexplorador]

I really liked the host 👍

[@snowsong100]

AI is a goal, not platform, not an interface standard, not even a definition. The only thing we know now is we can have enough massive computational power to implement what we want the machine to do for us.

[@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

[@emerica187]

Bill McDermott is a badass lol

[@petereriksson7166]

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

[@arunaarya-jl6oq]

Excellent

[@asemicion7059]

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

[@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 😉

[@senseijun8545]

This is a great interview but Ed Ludlow is very unprofessional in my opinion in having his cell phone on his hand all the time and even looking at it on few occasions while interviewing 3 CEOs.

[@ruixuezhang472]

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

[@jpvanessche3185]

DELL SMCI are both server partners for NVDA

[@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.

[@pattyhsieh]

"on-prem is cool again" 😎

[@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.

[@iamkarlwithak]

GIGO x 3. Q. Who owns the data Michael that you will gather and use in this "new" technology? When will we start to develop technology that will make our world a better place? How can AI solve our most important social issues? I hear these three people talk about reaching out to multinational organizations that have access to financial resources to create a global network of AI driven money making opportunities. In the end, the people left behind will be the same people who have always been left behind when technology moves to the "next" level. Fascinating not one of these "visionaries" had the interest in addressing these issues. Also, AI is undefined, unregulated, and right now nothing more than a "marketing" moniker to sell more technology. If AI is such an important tool for the future, why not use it to solve our never ending dept? Pay off our national debt? Use it to prevent our government to stop printing money? Stop inflation? I am not optimistic on the ability of our current leadership to harness and nurture the future of AI.

[@milosnestorovic1594]

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

[@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.

[@carvalhoribeiro]

Great. Thanks for sharing this

[@FaithHopeLove77]

There are at least 4 companies doing everything from Servers to storage to AI services and selling Millions and Millions of dollars in NVida. Jenson needs to tone it down with Dell. They don't own all the marketshare in the core or the edge.

[@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.

[@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.

[@amin56754]

pretty nice interview

[@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

[@donovanb4523]

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

[@TM-yr3pc]

🤔

[@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.

[@jijilewe9589]

Michael Dell just dump 1,400,000 volumes of C stocks value 198M at 133USD/ps these days, does he lack of confidence future of the company or just simply want the money, don't get it.

[@hanku999]

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

[@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.

[@cdnsilverdaddy]

Bill does not belong there.. service now is too expensive, bloated and hard to use

[@nenickvu8807]

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

[@MD71164]

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

[@zx5147]

Great job Ed, you can lift 80lbs

[@milosnestorovic1594]

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

[@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.

[@SimonStormFrigon]

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

[@Ben_D.]

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

[@Ground53]

Ed Ludlow was a gamer

[@wonton120]

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

[@MostAlpha]

Apple should be all over this!