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Good to rethink AI diffusion policy. The most onerous imo was the list of "Tier 2" countries. It made no sense and was compounded by the complexity of how to sell technology to them. wsj.com/tech/ai/u-s-sc…

In the spotlight Jeetu Patel - congratulations brutha - saw you on TV the other day rubbing elbows w the really big dogs. Way to get it done. wsj.com/tech/ai/cisco-…

Ahead of Dell Tech World, here's my deep dive into the company, spend momentum on product sectors, competitive profiles & its dual mandate of riding the AI wave while transitioning its massive installed base. #DTW2025 siliconangle.com/2025/05/17/del…

Dell stakes its future on #EnterpriseAI with AI Factory 2.0 aiming for on-prem AI workloads. Bringing AI to data. Can data-gravity power Dell's future? 🔎🖥️ #DTW25 Analysis of Michael Dell 🇺🇸's keynote with takeaways from a private analyst meeting the CEO. thecuberesearch.com/special-breaki…

Walking to John Roese AI session & ran into this all female Power Panel hosted by JJ Davis. Practitioners talking data challenges, governance & applying AI. Deloitte's China hammering home the importance of building in governance at the start #WIT #DellTechWorld

Nice beat & raise by Snowflake - $SNOW. We knew a beat was coming but the extent and the guide was strong. Stox up 7%+ after hours

Always such a pleasure and highlight of the year. For those who missed the Michael Dell 🇺🇸 keynote here's my deeper dive on his remarks, the gaps Dell has filled and where they need to focus to advance the vision further thecuberesearch.com/special-breaki…

15 years ago in May of 2010, my business partner John Furrier & I did our first cube at EMC World in Boston. Of course now part of Dell Technologies this past week marked our 16th year covering #DellTechWorld (including EMC World + our virtual coverage during COVID). John you lost count!

Enjoyed the opportunity to share my thoughts on Dell's TechWorld event (as well as a bit on Microsoft's Build) on The Cube with friend and analyst colleague Carolina Milanesi and hosts Dave Vellante and Savannah Peterson 🇺🇦🏳️‍⚧️🏳️‍🌈: thecube.net/events/dell/de…