AI
The Only Thing Worse Than Selling AI Servers Is Not Selling Them
For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …
Dell
AI
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
AI
AI Makes Liquid Cooling Normal – And Necessary – Again
All trends with AI point up and to the right, and usually pretty sharply. …
Store
Balancing Innovation And Responsibility With AI
COMMISSIONED: Robust data governance is key to ethical, compliant, and efficient AI projects. …
AI
Dell’s AI Server Business Now Bigger Than VMware Used To Be
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
Compute
How Much Can Dell Profit From The AI Wave?
For most of the generative AI revolution thus far, the big original equipment manufacturers, or OEMs, have been sidelined as Nvidia and now AMD have done direct allocations of their GPU compute engines to hyperscalers, cloud builders, and other lighthouse customers. …
AI
Subaru Drives Its EyeSight System Forward With AI Augmentation
Several years ago, Subaru set a goal to stop fatal accidents involving its cars in 2030 and is leaning heavily on AI to reach the target. …
AI
Dell Wants To Help You Build Your AI Factory
No surprises here: Reviewing first quarter earnings calls of S&P 500 companies, London-based analytics firm GlobalData found that generative AI was a key point of discussion among a growing number of the public companies. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
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. …