The accelerated adoption of artificial intelligence, the evolution towards disaggregated data centers and the emergence of the PC with AI are the three driving forces that are ushering in a new productive era for global organizations. This has been the central premise of the Dell Technologies Forum 2025, the annual event that brought together today in Madrid the main leaders of the ICT sector, managers and innovation experts to debate the future of technological infrastructure in Spain and Europe.
The meeting has served to delve deeper into how these trends are transforming entire industries. To do this, Dell Technologies has deployed an agenda with nearly forty sessions and an exhibition area where, together with strategic partners such as AMD, Microsoft, NVIDIA, Nutanix or Ricoh, real use cases for accelerating innovation have been shown. The message has been unanimous: technology is no longer just a support, but the engine that allows us to reimagine what is possible in critical sectors.
During the opening session, Isabel Reis, general director of Dell Technologies Iberia, and Óscar Rivas, Iberia Manager Solutions Architects, addressed the concerns that dominate boards of directors today. Reis has highlighted that organizations in sectors as sensitive as healthcare, industry or financial services share the same urgencies: how to scale AI responsibly, guarantee data sovereignty and modernize their operations without sacrificing security or sustainability. The board has stressed that Dell’s response passes for AI-ready infrastructure and multicloud platforms that transform these complex challenges into tangible results.
For his part, Óscar Rivas has focused on the flexibility necessary to manage current workloads. According to Rivas, disaggregated infrastructure is the key that allows computing, storage and networks to be separated, giving companies the control and scalability necessary to modernize without having to start from scratch. Marc O’Regan, CTO of Dell Technologies in EMEA, has reinforced this vision by presenting the “Dell AI Factory”, a comprehensive proposal that brings together the broadest ecosystem of AI solutions in the world. to help more than 3,000 organizations turn their data into real impact.
Meeting with Isabel Reis: the AI “gigafactory” and the silicon crisis
In an exclusive meeting with the press during the event, Isabel Reis delved into the paradigm shift that AI represents, describing the current moment as “extraordinary.” The directive has put figures to the phenomenon, pointing out an AI market in the EMEA region that is already around 70 billion dollarswith an eye on massive investment programs such as the European financing horizon that could mobilize up to 175 billion for R&D and competitiveness until the next decade. Reis has highlighted the important Nscale and Microsoft project in Sines (Portugal) as an example of this new era: an infrastructure that will deploy 12,600 next-generation NVIDIA GPUs taking advantage of Atlantic seawater cooling and the competitive cost of energy on the peninsula.
However, this deployment is not without critical challenges. Reis has warned that security is the number one concern, given that data is the center of AI and its most exposed asset. With a 41% of large European companies already immersed in advanced AI projects The directive has insisted on the need for secure solutions, but also for a “sovereign AI” that guarantees regulatory compliance in Europe. To mitigate risks, Dell is committed to hybrid infrastructures and solutions such as CyberSense, capable of constantly analyzing data exchange to detect anomalous behavior. All of this in a work context where attracting qualified talent continues to be extremely difficult, despite the fact that the barriers to economic entry into the technology market have lowered.
When asked about the tensions in the global supply chain, specifically in the memory market, Reis confirmed that Ravenous demand for AI data centers has led to severe shortages and a Price increase that could multiply the cost of these components by fourwith the production of large manufacturers such as SK Hynix or Micron practically sold out until 2026. Despite these headwinds, Dell is positioned thanks to its logistics experience to contain prices and cover demand, also promoting the renewal of the workplace with the new PCs with AI, which already represent 14% of the global marketcoinciding with the migration to Windows 11. When asked if she thought that the AI boom represented a bubble, Isabel Reis has flatly denied it, stating that the data that Dell had on the market projection did not suggest this. It is true, he stated, that there was going to be stabilization, but never the bursting of a bubble.
