Next in Tech
The shifts that the agentic revolution is driving are felt in many areas of technology and Dell Technologies spans some of those that are seeing the greatest upheaval. The 451 Research team was in attendance at the annual Dell Technologies World conference and Brian Partridge, William Fellows, Henry Baltazar and Greg Macatee joined host Eric Hanselman to talk about their perspectives on the conference, agentic advancement and the technology market. Dell has positioned itself as a purveyor of not only the compute infrastructure needed to build the foundation for AI, but also as the custodian of AI's most critical raw material – data. The rapid evolution of agentic applications has created a need for new capabilities that is being complicated by both technology infrastructure demands and geopolitical events. Supply chains are being challenged by increasing demand for storage at a time when silicon pipelines were already under tremendous pressure. All of this is happening as the costs of AI are starting to have a material impact on businesses. Tokenomics, the impact of the cost of producing AI tokens, has taken center stage. More S&P Global Content: * Compute sovereignty: The strategic importance of digital infrastructure [https://www.spglobal.com/en/research-insights/special-reports/compute-sovereignty-strategic-importance-of-digital-infrastructure] * AI won't solve its own energy problem – and that might be fine [https://www.spglobal.com/en/research-insights/special-reports/ai-energy-problem-why-it-might-be-fine] * AI in action: unleashing agentic potential [https://pages.marketintelligence.spglobal.com/13656-BPR26AI-AI-CD-Request.html] * AI infrastructure results in 2025 top expectations, forecast upgraded [https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/ai-infrastructure-results-in-2025-top-expectations-forecast-upgraded] For S&P Global subscribers: * Dell Technologies' unified private cloud strategy: IT environments reimagined [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fclients.451research.com%2Freports%2F92891472&data=05%7C02%7Cferanmi.adeoshun%40spglobal.com%7C1a5729430e084c6419a608dec16e8c96%7C8f3e36ea80394b4081a77dc0599e8645%7C1%7C0%7C639160877713640055%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=WymhIoTkW2Cl4X%2FwJoy%2B7yROGeqRyireOuSykIYzChk%3D&reserved=0] * AI Infrastructure Market Monitor & Forecast [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fclients.451research.com%2Freports%2F92891324&data=05%7C02%7Cferanmi.adeoshun%40spglobal.com%7C1a5729430e084c6419a608dec16e8c96%7C8f3e36ea80394b4081a77dc0599e8645%7C1%7C0%7C639160877713663635%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=R4ggmbM6i%2FAAjwyQxvM%2F7o7IFnf4e4HcbAdvd8yy0kM%3D&reserved=0] * Quantum Computing Market Monitor & Forecast [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fclients.451research.com%2Freports%2F205866&data=05%7C02%7Cferanmi.adeoshun%40spglobal.com%7C1a5729430e084c6419a608dec16e8c96%7C8f3e36ea80394b4081a77dc0599e8645%7C1%7C0%7C639160877713686117%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=AB2zNiqyyiJ68SCaZtO95c9vfQ9SAnNdPhyKU6hbI0Q%3D&reserved=0] * Service providers race to meet surging enterprise demand for AI infrastructure [https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fclients.451research.com%2Freports%2F99729299&data=05%7C02%7Cferanmi.adeoshun%40spglobal.com%7C1a5729430e084c6419a608dec16e8c96%7C8f3e36ea80394b4081a77dc0599e8645%7C1%7C0%7C639160877713707872%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=zspzjkDE88LSarEve7sh0GlmDCVvWIp%2FpRJb8PDfkcQ%3D&reserved=0] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guest: Brian Partridge [https://www.spglobal.com/en/research-insights/experts/brian-partridge], William Fellows [https://www.spglobal.com/en/who-we-are/about-sp-global/our-people/william-fellows#q=&rows=20&pagenum=1&sort=es_unified_dt%20desc], Henry Baltazar [https://www.spglobal.com/en/who-we-are/about-sp-global/our-people/henry-baltazar#q=&rows=20&pagenum=1&sort=es_unified_dt%20desc], Gregg Macatee [https://www.spglobal.com/en/research-insights/experts/greg-macatee] * Producer/Editor: Feranmi Adeoshun * Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
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