Huang joined Dell CEO Michael Dell on stage Monday to unveil the latest updates to the Dell AI Factory with NVIDIA — delivering a full-stack platform for autonomous agents, from deskside workstations to data center racks.
Agentic AI inference at one-tenth the cost per token with NVIDIA Vera Rubin NVL72. Agent sandboxes run 50% faster on NVIDIA Vera than traditional CPUs — while enterprise data queries are up to 3x faster with the Vera CPU. And 5,000 enterprises like Lilly, Samsung and Honeywell are running AI workloads on Dell AI Factories with NVIDIA, turning ambition into production at scale.
That’s the picture Michael Dell painted Monday morning at Dell Technologies World. Dell sized the stakes: Worldwide AI infrastructure spending could reach $3-4 trillion by 2030, with token consumption projected to grow 3,400% in the same window.
“There is a massive AI investment boom thats already underway, and a productivity boom is beginning, and in some companies, including ours,” Dell said. “The rate of change has gone parabolic, and it’s not slowing down.”
Then, the Dell chairman and CEO welcomed NVIDIA founder and CEO Jensen Huang to the keynote stage — with a look at the NVIDIA portfolio behind him, from a deskside Dell Pro Max with GB10 workstation to a Dell PowerRack with NVIDIA Vera Rubin NVL72.
“We’ve now arrived at the era of useful AI, which is the reason why demand is going parabolic, utterly parabolic,” Huang said. “What took months now takes weeks. What took weeks now takes days. And what takes days now takes hours. It’s a big deal in productivity, but a gigantic leap in computation requirements.”
The message: Enterprise AI has moved past pilots into agentic AI and inference deployments at scale. The platform for what’s next is the Dell AI Factory with NVIDIA — running frontier models and autonomous agents securely behind the enterprise perimeter.
A New AI Factory for the Agentic Era
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The accelerated computing news leads the refresh: The Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, delivers up to 10x lower cost-per-token than NVIDIA Blackwell for massive-scale agentic AI inferencing.
It’s joined by PowerEdge XE9880L, XE9885L and XE9882L servers — the first Dell systems built on NVIDIA HGX Rubin NVL8, supporting up to 144 GPUs per rack with 100% direct liquid-cooled compute nodes and up to 5.5x the performance of HGX B200.
In addition, networking gets the new Dell PowerSwitch portfolio with NVIDIA Quantum-X800 InfiniBand, featuring liquid-cooled, co-packaged optics and NVIDIA Spectrum-6 Ethernet.
Dell is also introducing Dell PowerRack, a fully integrated system – compute, networking and storage engineered as one – with thermal design, power management and software optimization built to work together from the ground up. The result is accelerated AI and high-performance computing workloads at enterprise scale, without the integration overhead of component assembly.
On the CPU side, Dell PowerEdge M9822 and R9822 servers bring NVIDIA Vera CPUs to the enterprise AI factory. Purpose-built for agentic AI, Vera runs data pipelines, analytics, sandboxed tools and code workloads where each step waits on the last.
With 1.2 TB/s memory bandwidth and predictable performance under load, Vera completes agentic workloads 50% faster than x86 processors, helping PowerEdge systems increase AI factory output with faster agent responses and shorter feedback loops.
“Vera CPU has the highest single-threaded performance of any CPU in the world,” Huang said. “It has three times the memory bandwidth — as a result, Starburst, DuckDB, all these databases run incredibly fast, because the agents are pounding on the databases, so the CPU had better be super fast.”
Starburst, a new data engine in the Dell AI Data Platform with NVIDIA, delivers 3x faster query throughput on NVIDIA Vera CPU for large-scale SQL analytics.
Enterprise data provides the fuel for the AI factory. Dell’s update to its AI Data Platform with NVIDIA centers on accelerated data engines built on NVIDIA CUDA-X libraries — including cuDF for structured data and cuVS for unstructured data.
Multiple customers for Dell AI Factory with NVIDIA were featured in the keynote.
Diogo Rau, executive vice president and chief information and digital officer of Lilly, joined early in the keynote — discussing Lilly’s AI-driven advancements and innovation in life sciences, powered by AI infrastructure deployed at scale with Dell and NVIDIA.
He described technology as key to delivering cutting-edge science, at scale. “I think we’re on the verge of maybe being able to end disease as we know it,” Rau said. “Something like that was completely unimaginable 20 years ago, but today we can imagine it.”
A video from Samsung followed — highlighting use cases for R&D chip design and manufacturing running on Dell AI Factory with NVIDIA.
Honeywell chief technology officer Suresh Venkatarayalu joined Michael Dell to walk through the company’s move from public cloud to on-premises AI — using the Dell AI Factory and Dell AI Data Platform with NVIDIA for industrial AI use cases, digital twins and automation from data center to the edge.
“For me, partnering with Dell and NVIDIA is not just about getting infrastructure,” Venkatarayalu said. It’s the full AI stack, he explained: scalable, secured and trusted by customers.
And in financial services, Hudson River Trading, the algorithmic trading firm, is expanding its Dell deployment to power AI-driven research — running Dell PowerEdge XE9685L servers with NVIDIA accelerated computing and NVIDIA Spectrum-X Ethernet to scale with the firm’s data, models and ambition.
Agents and Models on Premises — Securely
Dell’s own AI adoption survey, cited from the keynote stage, found that 67% of AI workloads now run outside the cloud — on premises, on device, at the edge or in colocation — and that 88% of respondents are running at least one AI workload on premises.
The on-premises AI announcements answered a question Dell put to the room directly: “How do you deploy the world’s best AI models where you need them, with security and governance built in?”
The answer rests on NVIDIA Confidential Computing — delivered together with Fortanix, Google, Red Hat and other partners — as the foundation for securely deploying frontier models inside the enterprise without exposing model IP or data.
This enables enterprises to protect AI models and sensitive data in use while capturing the token efficiency, performance and cost advantages of on-premises AI infrastructure.
Frontier Proprietary Models, Protected by Confidential Computing
Google Distributed Cloud (GDC) with Gemini 3.0 is now available in preview on Dell PowerEdge XE9780 servers, accelerated by NVIDIA Blackwell and secured by NVIDIA Confidential Computing — giving enterprises a private confidential computing environment for advanced AI.
SpaceXAI will also bring the latest SpaceXAI models on premises to the Dell AI Factory, with NVIDIA Confidential Computing keeping model weights and enterprise data protected end to end.
Open Frontier Models, Running Natively on the Dell AI Factory
NVIDIA Nemotron models — frontier-class open intelligence — run on Dell AI Factory infrastructure for enterprises that want open weight models tuned to their own domains and data.
Reflection’s open source frontier AI models are also coming on premises, purpose-built for regulated industries, governments and sovereign entities.
Additional open models — MiniMax-M2.7, DeepSeek Pro, DeepSeek-V4, GLM 5.1 and Kimi K2.6 with NVIDIA NVFP4 optimization — are available on the Dell Enterprise Hub on Hugging Face, joining Gemma 4, NVIDIA Nemotron Super 3, Mistral Small 4 and Arcee Trinity-Large-Thinking.
In this new agentic era, enterprises also need agents to work securely across the hybrid and on-premises environments where their data, systems and workflows already live.
OpenAI Codex will connect with the Dell AI Data Platform, to help customers bring Codex closer to the internal context that makes agents useful: codebases, documentation, business systems, operational knowledge and team workflows. Dell and OpenAI will also explore how Codex can connect with the Dell AI Factory.
Ecosystem of Software Partners
Dell announced several new software partnerships for common enterprise AI use cases ranging from agentic AI and code assistants to computer vision.
This includes Palantir’s sovereign AI OS reference architecture with NVIDIA, announced in March, which now runs on Dell infrastructure — for on-premises deployment of Palantir Ontology and AIP, integrated with the NVIDIA Sovereign AI OS Reference Architecture.
In addition, ServiceNow customers will be able to leverage the Dell AI Factory to bring together infrastructure and enterprise workflow automation, enabling organizations to discover, govern and operationalize AI focused on business outcomes.
Dell also announced new solutions with a wide range of AI leaders and software innovators —including Fogsphere, Ipsotek, Mistral AI, Poolside and Uneeq — as well as security partnerships with CrowdStrike and Fortanix.
Agents From Deskside to Data Center
The most personal news: Dell Deskside Agentic AI with the NVIDIA NemoClaw stack, NVIDIA OpenShell runtime and NVIDIA Nemotron open models run on Dell Pro Max with GB10 and GB300 powered by the NVIDIA Grace Blackwell architecture, as well as Dell Pro Precision systems powered by NVIDIA RTX PRO Blackwell workstation platforms.
The customization layer: NVIDIA Nemotron, NVIDIA Agent Toolkit and NVIDIA NeMoClaw — the agent orchestration harness Huang described on stage as the connective layer between local models and enterprise data — provide the foundation for building enterprise autonomous agents, enabling organizations to customize models, orchestrate agent workflows and securely connect agents to enterprise data and tools.
The security layer: NVIDIA OpenShell — an open source runtime for development and deployment of autonomous agents with security and privacy controls — enables corporate policy enforcement at the infrastructure layer and is integrated with leading enterprise software platforms.
NVIDIA OpenShell is now supported across the entire Dell AI Factory with NVIDIA, giving developers a secure runtime to build, deploy and govern AI agents from workstations to servers.
Dell also highlighted support for the NVIDIA AI-Q Blueprint, giving enterprises a reference example to deploy multi-agent workflows for deep research — accelerating the path from development to pilot to production.
Day Two
On day two of Dell Technologies World, Dell’s Chief Operations Officer Jeff Clarke and Infrastructure Solutions Group President Arthur Lewis will go deeper on NVIDIA Vera CPU, Vera Rubin, Confidential Computing and Nemotron — with a live demo of Dell Deskside Agentic AI.
The themes Huang and Dell set Monday — safe, long-running agents, full-stack factories, secure on-premises deployment — set up the broader announcements NVIDIA will bring to GTC Taipei at COMPUTEX, running June 1-4.
