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. …
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. …
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. …
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. …
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. …
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. …
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. …
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. …
Like many of you, we are trying to find out what the heck is really going on in the global economy. …
In a lot of ways, the impact of the COVID-19 pandemic on The Kraft Group was no different than most other companies around the world. …
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