Dell’s latest reinvention is here — and it reveals the AI boom happening ‘on-premise.’ The markets missed it 

Jeffrey Sonnenfeld is Lester Crown Professor in Leadership Practice at Yale School of Management and president and founder of the Yale Chief Executive Leadership Institute. Steven Tian is research director of the Yale Chief Executive Leadership Institute and former quantitative analyst at Rockefeller Capital Management. Stephen Henriques is Senior Research Fellow at the Yale Chief Executive Leadership Institute and former McKinsey consultant. With research assistance from Frankie Reichman, Yale CELI Research Assistant. 

Source: https://fortune.com/2026/09/08/dell-earnings-reveal-ai-buildout-on-premise/