AI
Dell Says It Can Finally Make Some Big Money On GenAI
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
PowerEdge
Compute
With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
Compute
Dell’s Advice To Enterprises: Buy AI, Don’t Try To Build It
Unsurprisingly, the main topic of conversation at the recent Dell Technologies World 2025 event in Las Vegas was AI, and a central theme that wove through many of the messages we heard there was that adopting the emerging technology is much easier now than it was even a year ago. …
Compute
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters. …
Compute
Dell Tackles AI Infrastructure With Disaggregated Servers And Storage
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
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. …
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
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. …
Compute
Dell Making The Most Of Its GPU Allocations, Like Everyone Else
In a world where Nvidia is allocating proportional shares of its GPU hotcakes to all of the OEMs and ODMs, companies like Dell, Hewlett Packard, Lenovo, and Supermicro get their shares and then they turn around and try to sell systems using them at the highest possible price. …