Michael Dell, Jensen Huang and Bill McDermott on New AI Factories
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- Опубликовано: 19 май 2024
- 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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Ed should let them finish their sentences and not interrupt them
Absolutely rude
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!!!
Bill the ace pitch man . Jensen the articulate visionary . Dell the Pioneer 🥂
I am surprised they aren't all wearing leather jackets
They are not in the same league.
they need your money
The AI advised them what to wear to maximise share price 😂
I'm surprised they are not all wearing black turtlenecks
Relieving! Bring back class ;)
One of the best interviews I've seen in a long time. Brilliant facilitation by Ed
really? sounds like a circle jerk to me
3 Charismatic Gentleman in their Own Best presentation.
Thank You for service the world with Futuristic Tools.
Let's protect n support TSMC Taiwan at all cost. Its the mother and backbone of all technology ai, cpu, cpu etc
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
@@Douglas7h You're right n i agree
Well done managing three big personalities and getting informative answers.
Ed Ludlow has done a great job, for managing the three conversations with so many acronyms, and analogies, and at different product levels!
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
It's like I'm living in the future now in the present
back and forth and then some.
🌟 💸 💰
A lot of hype and self-promotion, tho
it´s like BITCOIN
Love all these guys especially Bill McDermott who literally came from nothing. His dad was a union plumber in New York.
Jensen you’re the man!
Ed Ludlow I apologize I was not familiar with your game. Straight up G for managing this.
I'm glad that this was on my feed! 🎉
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.
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!
Looks like the 3 gangs up grip tight supports each others and Ed asking on point questions, this talks is amazing 🎉
I am grateful to you for helping those new to trading become successful traders. Your advice and lessons are truly valuable to us!🍉
Excellent interview, well done!
Love the interview❤, great questions and responses
All back slapping each other. This isn’t an interview but a marketing space.
Yes, but if you listen you gain additional vis into where $ is being made w/ AI. Sorry if you missed that.
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.... 🤥
AI key in Taiwan
This was a great conversation on the future of AI. I need more of it. Great job!!
Party On with The Retail $NVDA Family 🥳🥳
Great. Thanks for sharing this
The guy cut Bill McDermott 2 times in the first 30 seconds of Bill talking. What an Idiot !!
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.
Excellent Host, great people, the three important leaders to bring AI innovation to change the world.
Host is okay at best.
@@Slaxsvo host is meh
Once you’ve asked a question, please let the speaker complete their response.
These guys are geniuses !!
Michael Dell and Jensen are all ready using the same shoes! Soon the black jacket
LMAO, bruh
"Trust is the ultimate human currency",
"... Markets are often built on choice, choice foster Innovation, competion is the mother of innovation".
Nice 1 Ed👏
He said age of empires. Bro. That game was incredible especially age of empires 2!!!
soo many hours ........ of fun
This is why I have stocked up on NVidia stock. Amazing stuff happening.
What about dell stocks?
you're about a year too late. it could easily fall by 50% at this point
@@Muli1211 Dell is always a good thing
@@googleuser793 Dude, you’re wrong I’ve had nvidia for years. It’s not too late to jump in.
@@googleuser793I invested in nvidia and Dell last week and I am up almost 20%
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.
the potential for Dell seems huge !!!
I really liked the host 👍
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)
That Bill dude got some swag.
one of the best interviews ive ever seen in my life
Excellent
WE ❤❤❤❤❤❤ Jensen Huang
Change the world fellas
pretty nice interview
SB OFFICIAL AGI 🎉🎉🎉🎉🎉
This interviewer is an ace. Great clear questions and super follow ups based on the answers.
Ed Ludlow great job!!!
Ed is an ace host/reporter!!!❤❤❤ thank you !!!🔥🔥🔥
tsunami of chips on the rise technology "
heck of a quote 👏
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
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
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
Pretty good interview
why is DcDermott doing a Christopher Walken impersonation?
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 😁
Glass eye due to an accident.
@@andrehorochiwsky3627 ah ok, I was wondering about that.
@@___beyondhorizon4664 At least try to hide the fact that you're clueless.
Great questions by ED. Top-notch probing. Awesome insights. Thanks.
Nvidias saves the Dell? When does Dell start to build the server?
Bill McDermott is a badass lol
Ability and human resources is a Key, Clear...
Nvidia working with Dell is gonna be insane. AI will be everywhere. Love them or not, Dell computers conquer the enterprise hardware market
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.
Wow .
When they say AI factory. Essentially its a giant server with Nvidias latest GPUs? I honestly didnt know Dell worked with servers
Yes, that's pretty much what it is. Just like the Cloud is actually just a Server. It's just marketing.
@@bgyw do you know if Dell brings something fundamentally different then other cloud companies like Amazon or Microsoft?
@@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.
@@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
@@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.
"on-prem is cool again" 😎
Looks like these 3 guys had a few brainstorming meeting to structure this exact interview...
Breaking monopolies $ support entrepreneurship $
Great job Ed, you can lift 80lbs
A.I Factory Investment...It's Absolutely Inevitable, Absolutely...
They're gonna eat Intel and AMD and Apple's lunch with this kind of partnership.
Ed Ludlow was a gamer
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.
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
Like Wintel in the 90’s, sounds like we have the birth of NVidi-ell!
After all that, I still don’t understand what an AI factory is. As a customer, how am I to buy that?
Why aren’t they using pltr software
Wasn't expecting Bill McDermott to carry Jensen and Dell on this interview
🤔
Can dell maybe release it standalone ai device ?
(o_o) - guy in the background
Probably works for ARM Holdings😂
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.
Chips everywhere. A chip in every pot! A pot in every kitchen!
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 😉
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
@@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.
Who sells that leather jacket?
Tom Ford
I like that american companies cooperate. A strong america is very important for the world.
PUMP IT
capital makes me randy baby, yeah. I would die for either one of these companies.
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.
2m35s in and I'm already shaking my head.
If you close your eyes and listen you can hear Ed Ludlow speaking just like Demis Hassabis.
what a fucking sales men.
Please create a new Olympic games, where sovereign AI's competes in tasks.
FFIE LETS GOOO
The host keeps interrupting Jensen Huang, isn’t that improper and even rude to followed with a political issue to an Asian guy…
Can you tell Ed to get his barber to trim his eyebrows. Cheers.
“Let’s get this party started!!”--Elon Musk
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.
Richard Belzer is into Ai now?
They never answered his question... about how and if its being adopted by companies smaller than the hyperscalers
Apple should be all over this!
The ServiceNow guy has a Christopher Walken vibe
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
Jensen tried to do a deal with Supermicro but he couldn't understand what Supermicro CEO was saying.