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In this interview from Dell Technologies World, David Kennedy, chief financial officer of Dell Technologies, joins theCUBE's John Furrier and Dave Vellante to discuss how Dell is translating record AI demand into durable, long-term growth across its full-stack infrastructure portfolio. Kennedy highlights Dell's FY26 performance — $113 billion in revenue and more than 5,000 AI factories now deployed across neoclouds, sovereign entities and enterprises — as a signal that AI infrastructure investment is accelerating, not leveling off. He details $64 billion in AI demand booked last year, with $34 billion concentrated in Q4 alone, and explains how Dell's financial services arm and treasury relationships are helping customers secure the capital needed to fund the build-out, positioning Dell as a strategic enabler as much as a hardware provider. The conversation also explores the financial levers behind Dell's valuation expansion, including its commitment to doubling EPS again under a long-term framework running to FY30 and returning 80% of free cash flow to shareholders. Kennedy touches on the looming PC refresh cycle, noting that hundreds of millions of machines still running Windows 10 on aging hardware represent a significant untapped opportunity for Dell's AI PC portfolio. He also underscores the competitive depth of Dell's supply chain — spanning consumer devices to the world's largest data centers — as a core moat in an era of constrained components like DRAM and NAND. From urging CFO peers to start with clean, trusted data before layering on agentic use cases, to balancing fiduciary discipline with explosive infrastructure demand, Kennedy outlines why Dell is well-positioned to capture the full economic upside of the AI era. 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 00:07 - Innovative Growth and AI Strategies at Dell 02:45 - Strategic Growth: Infrastructure, AI and Financing Solutions 06:24 - AI-Driven Supply Chain Dynamics 08:49 - Strategic Synergy: Bridging Technology and Financial Leadership in Operations 11:27 - Driving Execution and Growth: Strategies for Success 14:46 - Collaborative Insights and Strategic Vision #theCUBE #DellTechWorld #theCUBEresearch #DellTechnologies #AIInfrastructure #AI

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