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.


Dell, Lenovo Also Waiting For Their AI Server Waves

If the original equipment manufacturers of the world had software massive software divisions – like many of them tried to do a two decades ago as they tried to emulate IBM and then changed their minds a decade ago when they sold off their software and services businesses and pared down to pushing tin and iron – then maybe they might have been on the front edge of AI software development and maybe they would have been closer to the front of the line for GPU allocations from Nvidia and AMD.