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Canalys Forum: Dell on AI opportunities for channel partners

Denise Millard, Senior Vice President, Global Alliances, Industries, Partner Strategy & Programs, Dell Technologies, says there are significant opportunities for channel partners in the AI business.

Denise Millard at Canalys Forum 2024
Denise Millard at Canalys Forum 2024

Dell Technologies has 2,000 AI customers. Dell Technologies has achieved 58 percent rise in AI related business.

“We announced new partner programs for AI deployments,” Denise Millard said.

Nicole Peng, VP Mobility at Canalys, says AI is an exciting area for channel partners.

The biggest investment in AI will be in data management. Understanding the data management will be critical for channel partners.

Dell Technologies has a program for both channel partners and customers.

Dell Technologies recently reported revenue of $24.4 billion (up 10 percent) with operating income of $1.7 billion for its fiscal 2025 third quarter.

Dell’s Infrastructure Solutions Group (ISG) third-quarter revenue was $11.4 billion (up 34 percent), reflecting demand for its AI solutions.

Dell’s Servers and networking revenue was $7.4 billion (up 58 percent) thanks to strong demand across AI and traditional servers.

“AI is a robust opportunity for us with no signs of slowing down,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies, during the analyst call. “Interest in our portfolio is at an all-time high, driving record AI server orders demand of $3.6 billion in Q3 and a pipeline that grew more than 50 percent.”

Baburajan Kizhakedath

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