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. …
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. …
It is tough to get excited about mature markets that grow at a steady rate unless it happens to be the most profitable part of the market. …
When chip makers launch the latest additions of their datacenter processors, server OEMs have historically immediately or soon after followed with a rollout of the latest new or enhanced systems based on those offerings. …
In a data-centric tech field that is shaped by emerging trends and technologies like artificial intelligence, analytics, greater mobility, and the Internet of Things (IoT), “optimization” has become a marching order for hardware and software makers. …
Traditional datacenter infrastructure suppliers have a complicated relationship with the cloud. …
The amount of rejiggering among the IT vendors serving enterprise customers (as distinct from hyperscalers, cloud builders, and HPC centers) in the past decade and a half has been astounding. …
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