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In this keynote from the Dell AI Data Platform Event: From Ambition to AI at Scale 2026, Arthur Lewis, president of the Infrastructure Solutions Group at Dell Technologies, unveils new innovations positioning data as the connective layer between enterprise information and production-ready AI. Lewis explains why data, not the model, has become the primary constraint as enterprises move into the agentic era. He details how the Dell AI Data Platform extends its Data Orchestration Engine with a Unified Semantic Layer, Enterprise Knowledge Graph and Knowledge Agents, turning fragmented enterprise information into governed, trusted context. Lewis also outlines how PowerScale, ObjectScale and the new Dell Exascale Storage platform bring file, object, parallel file and block storage onto one reusable foundation, keeping GPUs saturated while reducing unnecessary data movement. Additionally, Lewis shares customer evidence from IREN, CTBC Bank and Orbital Studios, illustrating how the platform performs under real production workloads — from powering one of North America's largest neoclouds to connecting a global bank's distributed data sources and keeping creative teams synchronized across render pipelines. He highlights Dell's deepening collaboration with NVIDIA, which brings GPU acceleration into the data layer itself through technologies such as cuDF, cuVS and the NIXL inference transfer library, reducing data preparation and retrieval bottlenecks. Lewis also addresses the economics of scaling AI, citing reductions in rack space, switch count and power consumption alongside gains in token efficiency, and underscores how security, sovereignty and governance are engineered into the platform's foundation rather than bolted on. From on-premises deployments to fully disconnected environments, Lewis makes the case that solving the data problem first is what allows organizations to move faster, spend less and extract more value from every GPU they deploy. 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 - Welcome, Vision and Announcements — Arthur Lewis 10:30 - Customer Showcase: IREN (A Large-Scale AI Cloud Operator) 13:30 - Storage Engines Deep Dive — David Noy 19:22 - Data Engines Deep Dive — Vrashank Jain 27:35 - Customer Showcase: CTBC Bank 29:36 - Partner Perspective — Jason Hardy, NVIDIA 33:08 - Customer Showcase: Orbital Studios 35:14 - Closing and Call to Action — Arthur Lewis #theCUBE #FromAmbitiontoAIatScale #theCUBEresearch #DellTechnologies #NVIDIA #AIInfrastructure #EnterpriseAI

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