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Explore David Schmidt, Dell Technologies & Robert Hormuth, AMD | Dell Technologies World 2026 with 5,775 views, 216 likes, and 2 comments. Experience the impact of this video content that has captured audience attention.

In this interview from Dell Technologies World, Dave Schmidt, vice president of PowerEdge Product Management at Dell Technologies, joins Robert Hormuth, corporate vice president for Silicon Design and Engineering at AMD, to talk with theCUBE's Dave Vellante and theCUBE + NYSE Wired's Gemma Allen about the resurgence of CPUs as the backbone of enterprise agentic AI infrastructure. Schmidt and Hormuth explain why agentic AI — goal-oriented workloads that spawn thousands of parallel software threads for planning, verification and tool execution — is driving a surge in CPU demand that rivals the GPU wave of recent years. Hormuth notes that while GPUs handle complex matrix math, the orchestration, iteration and tool-calling that define agentic workflows run squarely on CPU compute. Schmidt adds that most enterprise customers are not equipped for liquid cooling, making Dell's broad air-cooled PowerEdge lineup essential for deployments constrained to 15-to-20-kilowatt racks. The conversation also explores the AMD-Dell roadmap, including a 13-to-1 server consolidation ratio that frees rack space and power budget for new AI workloads. Hormuth outlines AMD's full-spectrum strategy — from air-cooled PCIe Instinct cards to the rack-scale Helios platform — and highlights how ROCm's open-source ecosystem and day-zero model support through Hugging Face CI/CD pipelines accelerate enterprise deployment confidence. Schmidt points to data as the most pressing customer challenge, noting that enterprises are demanding exabyte-scale storage platforms capable of moving data at 800-gigabit speeds in balance with compute and memory — a problem Dell is addressing with PowerStore and its rack-scale storage architecture. From consolidating legacy infrastructure to realizing production-grade AI outcomes, Schmidt and Hormuth make the case that tight silicon-to-system co-engineering and a portfolio broad enough to meet enterprises across the full power and cooling spectrum will define the next era of enterprise compute. 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 - Understanding CPUs: An Introduction and Their Importance 02:44 - Discussion on Air-Cooling vs. Liquid-Cooling 05:59 - Real-Life Use Cases for CPUs 09:55 - AMD and Dell Roadmap 15:08 - Deployment and Realized Value 20:02 - Strategic Innovation and Future Perspectives #theCUBE #DellTechWorld #theCUBEresearch #DellTechnologies #AMD #AIInfrastructure #EnterpriseAI

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