AI

The AI Wave Finally Starts Lifting Dell And HPE

It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders.

Compute

Intel: I Was Lostry, But Now I Am Foundry

Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products.