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In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, David Schmoock, senior vice president of global revenue operations at Dell Technologies, joins theCUBE's Dave Vellante to discuss how AI-driven demand is reshaping supply chain strategy and customer engagement. Schmoock explains how surging demand for GPU and x86 servers has created an unprecedented supply-constrained environment, and why Dell's decades-long supplier relationships and broad product portfolio give it a differentiated position. He emphasizes the importance of collaborative planning, urging customers to engage earlier in their AI deployment cycles rather than waiting for the RFP stage, which risks costly delays. The conversation also explores how Dell is applying its own AI journey internally, stressing that redesigning workflows and establishing a clean data layer are prerequisites for meaningful productivity gains. Schmoock details how agentic AI is changing the economics of operating expenses, describing token management as akin to managing a salary cap — balancing frontier models against lighter-weight tools to avoid runaway costs. He outlines how career paths are shifting as entry-level employees become "AI superusers" who manage agents rather than perform rote tasks, while humans retain responsibility for judgment-driven decisions. From rethinking organizational structure to advising customers to loop in Dell earlier for strategic planning, Schmoock makes the case for a more consultative, outcomes-driven approach to AI deployment. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Dell Revenue Leadership Navigates AI Hardware Demand 02:25 - Supply Visibility and Longer Planning Horizons 05:01 - Supporting AI Providers and Enterprise Adoption 07:38 - Designing Data and Workflows for AI 11:40 - Scaling Revenue Through AI Cost Optimization 15:44 - How Agents Reshape Work and Careers 17:54 - Expanding Productivity With Always Available Agents 20:13 - Engaging Dell Early for AI Deployments #theCUBE #DellTechnologiesSymposium #theCUBEresearch #NYSEWired #DellTechnologies #AI #SupplyChain

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