Eduard Bosch Coch’s Post

Dell offers a broader portfolio of solutions, services and consumption options to support customers' AI deployments. Networking is a vital component of #AI fabric. With many workloads running on large clusters of servers requiring constant communication between each other and to storage, AI workloads need robust networking to avoid bottlenecks. Learn more: https://dell.to/4cxw4F1 #iwork4dell #PowerEdge #PowerSwitch #iwork4dell #iwork4delltechnologies

For many years, servers were an integral part of data centers, and companies upgraded them every few years as technology advanced. While servers were important, they were never considered critical components in the overall tech landscape. With the arrival of the cloud over a decade ago, data centers gained greater significance, although the status of servers remained unchanged. With the aid of AI, the chips within the server have suddenly become so compelling that they have contributed to a company's(NVIDIA) rapid ascent to being the second largest globally in just a year. #HPE and #Dell are seeing significant gains in revenue due to increased interest in AI-based servers. #HPE revenue doubled in just one quarter to $900 million in AI-oriented server systems. The rapid advancements in AI technology have not only sparked significant growth for NVIDIA but have also created positive ripple effects for all other hardware companies operating within the industry. #hpe #dell #nvidia #ai #gpu #server #chips #earnings #smci #revenue #quaterlyearnings

"Dell Technologies Expands Dell AI Factory with New PowerEdge Servers to Accelerate Enterprise AI Adoption" Dell Technologies has expanded its AI Factory offerings with the introduction of five new PowerEdge servers, powered by AMD's 5th Generation EPYC processors. These additions are designed to enhance AI performance, scalability, and efficiency, aiming to accelerate enterprise AI adoption. The new servers, including models like the PowerEdge XE7745 and R7725, offer industry-leading capabilities for AI workloads and traditional tasks, featuring advanced cooling systems, increased performance, and energy efficiency. Dell’s AI Factory, in collaboration with AMD, also introduces improved generative AI solutions and implementation services, simplifying AI deployment and reducing time to value for enterprises. Read more here: https://lnkd.in/gnGucRRK #Dell #AI #DellTechnologies #AIFactory #PowerEdge #Server #Enterprise #GenerativeAI #CloudComputing

Hewlett Packard Enterprise (HPE) continues to innovate in server technology, focusing on performance, scalability, and support for advanced workloads like artificial intelligence (AI). Here are some of the latest advancements in HPE servers: 1. HPE ProLiant Gen12 Servers: HPE has introduced the ProLiant Gen12 series, optimized for enterprise AI workloads such as computer vision inference, generative visual AI, and natural language processing. These servers are designed to accelerate AI outcomes, providing enhanced performance for complex tasks. 2. AI-Optimized Systems: The ProLiant Compute DL384 Gen12 and ProLiant DL380a Gen11 servers have achieved top performance results in AI inference benchmarks, demonstrating HPE’s commitment to AI-optimized infrastructure. These systems are tailored to handle demanding AI workloads efficiently. 3. Collaboration with NVIDIA: HPE has partnered with NVIDIA to introduce the ‘NVIDIA AI Computing by HPE’ portfolio, featuring servers optimized for AI workloads. This collaboration includes support for NVIDIA’s latest technologies, enhancing the capabilities of HPE servers in AI applications. 4. Advanced Cooling Solutions: To address the increased power consumption of AI server racks, HPE is showcasing advanced liquid cooling technology. This innovation is essential for efficient operation in data centers, especially with the demands of next-generation AI chips. 5. Integration of AMD EPYC Processors: HPE has unveiled new servers powered by AMD’s latest fifth-generation EPYC processors, designed for large AI projects such as training large language models. These servers offer enhanced performance and scalability for enterprise clients. These advancements reflect HPE’s dedication to providing cutting-edge server solutions that meet the evolving needs of modern enterprises, particularly in the realm of AI and high-performance computing.

Hewlett Packard Enterprise (HPE) soars as demand for AI servers drives impressive outcomes To know more about it read our full article here: https://lnkd.in/dHdGPbnH . . . . #cionews #newsdesk #dailynews #trending #HPE #AIServers #TechInnovation #ArtificialIntelligence #MarketGrowth #BusinessSuccess #TechNews #AI #EnterpriseIT #ServerTechnology

Summary of Broadcom's Earnings Call Q&A: I assigned categories myself and all text is paraphrased. Revenue mix from hardware side: Broadcom's AI revenue is 2/3rd from compute and 1/3rd from networking says Hock Tan. Product Mix clarity: Our products in AI are mainly focused on hyper-scalers, cloud providers, and digital natives. We don't deal very much the AI on Enterprise side, said Hock Tan. VMware growth rate: We have attained a high ratio of VCF customers conversion as well as new customers. Hardware and Software mix: Broadband bookings are where they used to be, we are in recovery in non-AI segment said Hock Tan while answering @Srasgon's question. On software side, we have reached a stable phase (on non-VMware side). We will see how VMware picks up in next year or year and a half, said Hock Tan. Guidance related: With the help of upping of Q4 targets, whole year AI revenue estimates are going to be $12 billion. Custom Accelerators: Hock Tan said that hyper-scalers will favor their own custom accelerators. This transition will take some time, he implied. That transition is a good tailwind for Broadcom, he added. You can extrapolate: In Q3 our revenue from VMware was $3.8 billion and operating expenses were $1.3 billion. Expenses will continue to drop, Hock added. Software Business Model and Product Architecture: Most of our software products are on subscription but these are not SaaS products - Hock Tan Seagate Deal: HDD will still be meaningful but the journey to flash will continue. Our @Seagate collaboration (IP and talent acquisition) is in that area. HDD will sustain for the next 5 years, if not longer - Hock Tan Further M&A: My hands are full with VMware right now. I am very focused there. The goal is to help enterprises deploy private clouds. I have 1-2 years to go to make that transition successful. AI Growth: We continue to see an upside on the AI side. Hyper-scalers continue to deploy AI infrastructure. I expect that to happen a lot more in 2025 (not in any of our guidance) said Hock Tan General Purpose vs custom ASICs: Hock Tan thinks that custom ASICs will win because of the economics of systems. Another huge factor is the scale and financial strength of hyper-scalers. GPUs are more important than engineers he added, what better way than doing your own accelerators :) They all are doing it, though their progress is staggered. THERE IS A MARKET FOR GENERAL PURPOSE ASICs IN ENTERPRISES. Hock Tan fielded all questions brilliantly! cc David Vellante John Furrier Lydia Leong Crawford Del Prete Deirdre Bosa Jon Fortt Edward Ludlow R "Ray" Wang Shelly DeMotte Kramer Rob Hirschfeld Rob Strechay Robert Hof John Engates

~80% of #DataCenter operators face power constraints. Organizations are considering server refreshes to consolidate rack space, reduce operating costs, and reclaim power budgets. Learn how #AmpereOne enables these modern server & #AI workload deployments. https://ow.ly/6RO850Us8RU

This line caught my attention "However, the company's work delivering targeted solution stacks doesn't always get the respect it deserves. Many people still perceive the company as a transactional box business." How? Being in the day-to-day where we eat, sleep, and breathe end-to-end solutions and AI everything, that's certainly not how it feels. With the dramatic rate of change, I don't see this being an issue long term #iWork4Dell

Hewlett Packard Enterprise (HPE) continues to innovate in server technology, focusing on performance, scalability, and support for advanced workloads like artificial intelligence (AI). Here are some of the latest advancements in HPE servers: 1. HPE ProLiant Gen12 Servers: HPE has introduced the ProLiant Gen12 series, optimized for enterprise AI workloads such as computer vision inference, generative visual AI, and natural language processing. These servers are designed to accelerate AI outcomes, providing enhanced performance for complex tasks. 2. AI-Optimized Systems: The ProLiant Compute DL384 Gen12 and ProLiant DL380a Gen11 servers have achieved top performance results in AI inference benchmarks, demonstrating HPE’s commitment to AI-optimized infrastructure. These systems are tailored to handle demanding AI workloads efficiently. 3. Collaboration with NVIDIA: HPE has partnered with NVIDIA to introduce the ‘NVIDIA AI Computing by HPE’ portfolio, featuring servers optimized for AI workloads. This collaboration includes support for NVIDIA’s latest technologies, enhancing the capabilities of HPE servers in AI applications. 4. Advanced Cooling Solutions: To address the increased power consumption of AI server racks, HPE is showcasing advanced liquid cooling technology. This innovation is essential for efficient operation in data centers, especially with the demands of next-generation AI chips. 5. Integration of AMD EPYC Processors: HPE has unveiled new servers powered by AMD’s latest fifth-generation EPYC processors, designed for large AI projects such as training large language models. These servers offer enhanced performance and scalability for enterprise clients. These advancements reflect HPE’s dedication to providing cutting-edge server solutions that meet the evolving needs of modern enterprises, particularly in the realm of AI and high-performance computing.

CEO Antonio Neri provided an in-depth analysis of the substantial advantages that Hewlett Packard Enterprise holds in the highly competitive arena of supercomputing, especially when compared to industry giant AWS. He emphasized the immense potential that virtual machines present, describing them as 'huge' necessities for businesses that are striving to enhance their computing capabilities and boost their operational efficiency significantly. In addition, Neri highlighted the exceptionally strong performance metrics that the company has consistently recorded over the years, which stand as a clear testament to their steadfast dedication to innovation and excellence. This commitment is reflected in their ability to deliver state-of-the-art technology solutions that are specifically designed to adapt to and fulfill the ever-changing requirements of modern enterprises.