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In this interview from the Dell Technologies AI Leadership Symposium, Helen O'Sullivan, AI business development manager and solutions specialist at Dell Technologies, joins Tim Wood, sales director for the Northwest region at Intel, to talk with theCUBE's John Furrier about the shift from GPU-only thinking to a more balanced, outcome-driven approach to enterprise AI infrastructure. O'Sullivan describes how customers are burning through months' worth of token budgets in a matter of weeks, pushing them to move frontier and open-source models on-premises to ease cloud token costs. Wood highlights the resurgence of the CPU as agentic workloads demand more balanced compute, noting that customers want measurable business outcomes rather than just the latest hardware. The conversation also explores how enterprises are rethinking existing infrastructure rather than chasing massive capital expenditures on neocloud capacity. Wood outlines three priorities shaping customer decisions: tying AI to concrete business goals, moving data and compute closer together to cut token costs, and pushing inference to the edge, including AI PCs with on-device NPUs. O'Sullivan shares how customers are building proof-of-concept environments to test open models before scaling into production, often underestimating the data foundation and storage layer required alongside the GPU. Both point to Dell and Intel's ecosystem approach — pairing CPU and GPU resources with a strong data foundation — as key to helping enterprises move past experimentation. From tokenomics pressures to the rise of agentic AI, O'Sullivan and Wood provide a grounded look at how organizations can build AI infrastructure that scales with real business needs. 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 - Intro 00:05 - Unveiling Innovations: Insights and Trends in AI and Tokenomics 02:09 - Navigating Technological Evolution: Semiconductors, Systems, and AI 04:29 - Strategic AI Development and Business-Centric Data Integration 07:13 - Tech Synergy: Optimizing AI with Hardware and Innovation #theCUBE #DellAILeadershipSymposium #theCUBEresearch #Dell #Intel #EnterpriseAI

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