SiliconANGLE theCUBE · Nov 5, 2026 · 21m · 13m saved
With Gustavo Gomes Salviano, CTO of Locaweb · Diego Puerta, Brazil General Manager at Dell Technologies
Dell manufactures 95% of what it sells in Brazil inside the country, and Diego Puerta, Brazil General Manager at Dell Technologies, told John Furrier on SiliconANGLE theCUBE that this is why GPU shortages have barely reached his customers there. He appeared with Gustavo Gomes Salviano, CTO of Locaweb, a Brazilian hosting and software company that buys its AI infrastructure from Dell.
AI hardware has been in short supply around the world. Diego said Dell's Brazilian customers have seen only longer lead times on some orders.
"GPU is scarce, yes, it is but we have an amazing relationship with Nvidia as well. We haven't seen any major problem. Maybe some extended delay, lead time here or there." — Diego Puerta
Diego speaks for a company that says it has completed more than 5,000 AI-factory projects worldwide. Gustavo has worked with Dell's staff for 10 years and now has to plan Locaweb's data-center capacity further ahead than the company ever needed to.
The full interview is covered here so you can skip it. 21 minutes of audio, 8 minutes of reading.
Here are the 8 takeaways that matter.
Key Takeaways
Dell makes 95% of what it sells in Brazil locally, which Diego says has kept GPU supply steady
AI has put data-center capacity on Locaweb's board agenda
Dell says it has completed more than 5,000 AI-factory projects worldwide
Locaweb and Dell have been planning around component shortages since last year
Virtualization was supposed to kill server sales, and Dell's server sales rose instead
Gustavo says AI is turning Locaweb's nontechnical staff into people who build their own tools
1. AI Is a Business Decision
John Furrier, co-CEO of theCUBE, opened from theCUBE's NYSE Wired studio in New York as part of its AI Factory series on the global build-out of AI computing. He said the debate has moved from cloud sovereignty to AI sovereignty, where national borders decide where computing power and data sit, whether on premises, in hybrid setups or across distributed systems. Both guests were in New York during the FIFA World Cup, which ran in June and July 2026.
Diego said the size of the opportunity comes from how much a working AI strategy asks of a company beyond the technology.
Dell Brazil's GM says AI adoption is a strategic call, not only a technical one
"The opportunity is really big because the complexity behind implementing a very successful AI strategy goes way beyond everything you described. It also is a business decision, a strategic decision. It's not just a technical decision." — Diego Puerta
Dell's approach is to build the data foundation and the infrastructure first. Customers can then spend their time on use cases and strategy instead of on hardware. Diego pointed to Dell's record as evidence the approach works, including several projects in Brazil.
Dell says it has completed more than 5,000 AI-factory projects worldwide
"We have been very successful, more than 5,000 implementations across the globe and a lot of success case in Brazil as well." — Diego Puerta
