Michael Dell quote, Oct 7, 2025

Chairman and CEO, Dell Technologies · Oct 7, 2025 · Earnings, Dell Technologies Securities Analyst Meeting release (SEC Form 8-K, Exhibit 99.1)

Customers are hungry for AI and the compute, storage and networking we provide to deploy intelligence at scale.

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Words found on the source page on Sep 25, 2026.

More from Michael Dell

Date	Quote	Context	Source
Oct 7, 2025	As AI continues to expand into businesses and governments around the world, the opportunity ahead is massive.Oct 7, 2025· Earnings	EarningsDell Technologies Securities Analyst Meeting release (SEC Form 8-K, Exhibit 99.1)	Source

Date	Quote	Context	Source
Sep 23, 2026	Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 22, 2026	If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.Tyler CowenSep 22, 2026· Post	PostBanning self-recursive improvement in AI models?	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 19, 2026	I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 19, 2026	It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 17, 2026	If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview	InterviewDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement	Source

About this quote

Said by: Michael Dell, Chairman and CEO, Dell Technologies
Where: Dell Technologies Securities Analyst Meeting release (SEC Form 8-K, Exhibit 99.1)
Topics: Compute, Enterprise-AI
Company: Dell Technologies
Source: sec.gov/Archives/edgar/data/1571996/000119312525232662/d55706dex992.htm

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