Dell unveils AI infrastructure push with NVIDIA, Qualcomm

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Investing.com -- Dell Technologies Inc (NYSE:DELL) introduced a sweeping series of upgrades to its AI Factory platform this week, deepening its partnership with NVIDIA Corporation (NASDAQ:NVDA) and expanding its hardware and software portfolio to support enterprise-scale AI. From data centers to the edge, the company is positioning itself as a full-stack provider of infrastructure designed to simplify and accelerate artificial intelligence deployment.

New hardware launches include updated PowerEdge XE9785 and XE9785L servers supporting up to 256 NVIDIA Blackwell Ultra GPUs per rack for training and inferencing at scale. These systems promise “up to four times faster large language model (LLM) training” compared to prior generations, according to Dell.

Dell is also extending its reach to the edge with the new Dell Pro Max Plus laptop, featuring the industry’s first enterprise-grade discrete NPU in a mobile form factor. The Qualcomm Incorporated (NASDAQ:QCOM) AI 100 PC Inference Card inside the device offers 32 AI cores and 64 GB of memory, designed to run large AI models locally that are typically reserved for the cloud.

Cooling innovation is a major focus, with Dell unveiling its PowerCool Enclosed Rear Door Heat Exchanger, which can cut data center cooling costs by up to 60%. Supporting up to 80 kW of air-cooled capacity per rack, it enables up to 16% more compute density without increasing power consumption.

On the software side, Dell launched Project Lightning, which it describes as the world’s fastest parallel file system, delivering double the throughput of competing solutions. Enhancements to Dell’s Data Lakehouse and ObjectScale offerings aim to streamline workflows for high-performance workloads like semantic search and AI-powered recommendation engines.

“AI factories are the infrastructure of modern industry, generating intelligence to power work across healthcare, finance and manufacturing,” said Jensen Huang, founder and CEO of NVIDIA. “With Dell Technologies, we’re offering the broadest line of Blackwell AI systems to serve AI factories in clouds, enterprises and at the edge.”

Dell is broadening its AI Factory ecosystem through collaborations with partners including Google (NASDAQ:GOOGL), Meta (NASDAQ:META), Cohere, Glean and Mistral. These integrations enable customers to build secure, on-premise AI agents and deploy enterprise search and conversational AI using LLMs such as Llama 4 and future-generation models.

“It has been a non-stop year of innovating for enterprises, and we’re not slowing down,” said Jeff Clarke, chief operating officer of Dell Technologies. “Our latest AI advancements — from groundbreaking AI PCs to cutting-edge data center solutions — are designed to help organizations of every size to seamlessly adopt AI, drive faster insights, improve efficiency and accelerate their results.”