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. …
Dell
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. …
AI
Subaru Drives Its EyeSight System Forward With AI Augmentation
Several years ago, Subaru set a goal to stop fatal accidents involving its cars in 2030 and is leaning heavily on AI to reach the target. …
AI
Dell Wants To Help You Build Your AI Factory
No surprises here: Reviewing first quarter earnings calls of S&P 500 companies, London-based analytics firm GlobalData found that generative AI was a key point of discussion among a growing number of the public companies. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
AI
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. …
Compute
Datacenter Infrastructure Report Card, Q3 2023
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
Compute
Dell, Lenovo Also Waiting For Their AI Server Waves
If the original equipment manufacturers of the world had software massive software divisions – like many of them tried to do a two decades ago as they tried to emulate IBM and then changed their minds a decade ago when they sold off their software and services businesses and pared down to pushing tin and iron – then maybe they might have been on the front edge of AI software development and maybe they would have been closer to the front of the line for GPU allocations from Nvidia and AMD. …
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. …
Compute
Dell Gives A Second Opinion On Enterprise IT Spending
Like many of you, we are trying to find out what the heck is really going on in the global economy. …