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.


The Tough Road Still Ahead For Intel In The Datacenter

A few years back, when Intel went up on the rocks with its CPU and GPU designs largely because its chip research and manufacturing did not keep pace with the manufacturing and packaging advances made by foundry rival Taiwan Semiconductor Manufacturing Co, we said that we were rapidly moving towards a world where Intel might have 40 percent of the CPU market, AMD might have 40 percent, and Arm and RISC-V would fight over the remaining 19 percent and 1 percent remaining for other exotic datacenter compute engine chippery.