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

HPE Hunkers Down On Datacenter Hardware

Any aspirations that the Hewlett-Packard that we knew for nearly a decade and a half to build a conglomerate that resembled IBM in its own former enterprise breadth and depth of software, services, and systems is now over with the company spinning out its Enterprise Services business and focusing very tightly on its core hardware and related software businesses.