What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?

We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups.


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.