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

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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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Опубликовано:

21 сен 2024

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Комментарии : 279

@MLLailai 3 месяца назад

Ed should let them finish their sentences and not interrupt them

@AdukonuEmmanuelEdem 3 месяца назад

Absolutely rude

@diegoleo1279 3 месяца назад

agree quite rude and impolite

@brabbitster823 2 месяца назад

Very rude

@ifjfgvjfidifijf 2 месяца назад

Not just rude but he talks a lot of nonsense

@seymorefact4333 2 месяца назад

** 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 2 месяца назад

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 2 месяца назад

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 2 месяца назад

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 2 месяца назад

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 2 месяца назад

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 2 месяца назад

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 4 месяца назад

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

@LakeChuckLLCM 4 месяца назад

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

@SandwichMitGurke 4 месяца назад

really? sounds like a circle jerk to me

@Dana-ee9pb 3 месяца назад

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.

@RunDaChansey 4 месяца назад

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

@relexelumna5360 3 месяца назад

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

@Douglas7h 3 месяца назад

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 3 месяца назад

@@Douglas7h You're right n i agree

@mtibrands 3 месяца назад

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 2 месяца назад

good observation.

@moonpiespotlight4759 13 дней назад

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

@Joe-cf3vo 4 месяца назад

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 4 месяца назад

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

@AravindanUmashankar 4 месяца назад

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

@CaryC88 4 месяца назад

Well done managing three big personalities and getting informative answers.

@Snowchild410 4 месяца назад

Jensen you’re the man!

@jeffrose5622 4 месяца назад

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 4 месяца назад

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

@sudheendramuralidhar7138 2 месяца назад

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

@wilsonjohnbarker 4 месяца назад

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

@liewchintong2235 4 месяца назад

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

@Slaxsvo 4 месяца назад

Host is okay at best.

@jijigoX 4 месяца назад

@@Slaxsvo host is meh

@AlL-yi9jo 4 месяца назад

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

@ReflectionOcean 4 месяца назад

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 2 месяца назад

@derricklau1335 2 месяца назад

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.

@rjmcfly202 4 месяца назад

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

@mikezooper 4 месяца назад

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

@jimdillard2951 3 месяца назад

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

@9bytehub 3 месяца назад

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

@floridapielady 4 месяца назад

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

@Muli1211 4 месяца назад

What about dell stocks?

@googleuser793 4 месяца назад

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

@floridapielady 3 месяца назад

@@Muli1211 Dell is always a good thing

@floridapielady 3 месяца назад

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

@thenextension9160 3 месяца назад

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

@hikeyt2747 4 месяца назад

WE ❤❤❤❤❤❤ Jensen Huang

@4.0Solutions 3 месяца назад

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)

@csg-cutesmilegooner1690 4 месяца назад

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

@channelsold3236 4 месяца назад

back and forth and then some. 🌟 💸 💰

@mingouczjcz3800 4 месяца назад

A lot of hype and self-promotion, tho

@geoms6263 4 месяца назад

it´s like BITCOIN

@supratik.m 2 месяца назад

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. 🤔

@don66776 4 месяца назад

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 3 месяца назад

AI key in Taiwan

@LinetteMiles-t9u Месяц назад

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

@midwestcannabis 4 месяца назад

Party On with The Retail $NVDA Family 🥳🥳

@sunnymurali 4 месяца назад

the potential for Dell seems huge !!!

@Ground53 4 месяца назад

I am surprised they aren't all wearing leather jackets

@Eddie-cc6py 4 месяца назад

They are not in the same league.

@viethuy6950 4 месяца назад

they need your money

@mikezooper 4 месяца назад

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

@largeformat942 4 месяца назад

I'm surprised they are not all wearing black turtlenecks

@tustak 4 месяца назад

Relieving! Bring back class ;)

@BillieHines-j6r 3 месяца назад

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

@claudemoyen8676 4 месяца назад

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

@maguilla 4 месяца назад

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

@jorad4887 3 месяца назад

LMAO, bruh

@monik_singh 4 месяца назад

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

@wnow8987 4 месяца назад

I'm glad that this was on my feed! 🎉

@teenytinytoons 4 месяца назад

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

@rohangaikwad255 4 месяца назад

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

@Kylehakimi 4 месяца назад

one of the best interviews ive ever seen in my life

@slytherben 4 месяца назад

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

@shirtdirt1874 4 месяца назад

That Bill dude got some swag.

@redapost9652 4 месяца назад

These guys are geniuses !!

@sergeyisaev6489 3 месяца назад

thakns for sharing such a great informational content

@ChuckSilva 4 месяца назад

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

@glencorajane 4 месяца назад

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

@rachellees7741 3 месяца назад

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.

@Porschedid911 4 месяца назад

Ed Ludlow great job!!!

@larryi9373 4 месяца назад

Excellent interview, well done!

@mangodblackAI 4 месяца назад

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

@BlimeyMCOC 4 месяца назад

Change the world fellas

@rainkloud 4 месяца назад

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 😉

@AnfisaTurova-p5z 3 месяца назад

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.

@stevesongs1 4 месяца назад

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

@b.c.2177 4 месяца назад

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 3 месяца назад

@@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.

@jislordayomide6638 4 месяца назад

Love the interview❤, great questions and responses

@iamkarlwithak 3 месяца назад

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.

@paulmeier3462 4 месяца назад

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.

@MillennialRescueOrg 22 дня назад

Dell Tech, Beat EXPECTATIONS! AI is here NOW!

@moonpiespotlight4759 13 дней назад

McDermott does a great Christopher Walken impression.

@jpvanessche3185 2 месяца назад

DELL SMCI are both server partners for NVDA

@cdnsilverdaddy 4 месяца назад

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

@channelsold3236 4 месяца назад

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

@mikemuponda1781 4 месяца назад

Pretty good interview

@R0cky0 4 месяца назад

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.

@emerica187 4 месяца назад

Bill McDermott is a badass lol

@senseijun8545 3 месяца назад

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.

@SukhchainBatth-ct5bv 3 месяца назад

SB OFFICIAL AGI 🎉🎉🎉🎉🎉

@arunaarya-jl6oq 4 месяца назад

Excellent

@TheMrSlyxx 2 месяца назад

best of the best up there!

@rusitoexplorador 4 месяца назад

I really liked the host 👍

@pattyhsieh 4 месяца назад

"on-prem is cool again" 😎

@donovanb4523 4 месяца назад

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

@TM-yr3pc 4 месяца назад

🤔

@gjbook 4 месяца назад

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

@asemicion7059 3 месяца назад

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

@solidorsharp3091 3 месяца назад

Breaking monopolies $ support entrepreneurship $

@milosnestorovic1594 4 месяца назад

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

@petereriksson7166 4 месяца назад

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

@stevenm7211 4 месяца назад

why is DcDermott doing a Christopher Walken impersonation?

@___beyondhorizon4664 4 месяца назад

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 4 месяца назад

Glass eye due to an accident.

@Bradgilliswhammyman 4 месяца назад

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

@Slaxsvo 4 месяца назад

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

@cagnazzo82 4 месяца назад

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

@carvalhoribeiro 4 месяца назад

Great. Thanks for sharing this

@JCJourney 4 месяца назад

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.

@hanku999 3 месяца назад

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

@tipoomaster 4 месяца назад

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

@JPHolling 4 месяца назад

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

@bgyw 4 месяца назад

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

@JPHolling 4 месяца назад

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

@bgyw 4 месяца назад

@@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 4 месяца назад

@@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 4 месяца назад

@@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.

@ruixuezhang472 4 месяца назад

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

@milosnestorovic1594 4 месяца назад

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

@nenickvu8807 4 месяца назад

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

@MD71164 3 месяца назад

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

@wonton120 4 месяца назад

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

@snowsong100 3 месяца назад

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.

@jijilewe9589 3 месяца назад

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.

@SimonStormFrigon 4 месяца назад

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

@johncallahan8588 4 месяца назад

The ServiceNow guy has a Christopher Walken vibe

@FaithHopeLove77 4 месяца назад

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.

@amin56754 4 месяца назад

pretty nice interview

@wildwendell3970 3 месяца назад

Why aren’t they using pltr software

@akka2011hk 4 месяца назад

The game changer is not AI PC. It is AI phone. How much time do U spend on your phone vs the PC. However most phones now have NPUs in them. U an use AI on your PC via the cloud like U can use all of OpenAI tools already in your garden varity old PC. What AI PC does is that it shift some of the computing to the edge. But I doubt the improvements U can get. This AI PC stuff is just hype up so that it can create sales for Dell, Nvidia.....