Dell Makes The Profits Up In Volume For Booming AI Servers
…The memory makers can only make HBM so fast, and at the prices and profit margins they are commanding, there is very little incentive for them to try to build HBM capacity…
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So Far, Nobody Turns Tokens Into Money Like Nvidia
…And while some of the model builders are getting some traction selling their software, and the clouds are certainly making out like the Roaring 20s selling capacity to the model builders with…
AI Servers Finally Dominate Dell’s Systems Business
…Even with its AI server business growing fast but counterbalancing the profits from sales of traditional, general purpose PowerEdge servers and PowerMax, PowerStore, and PowerScale storage and even with crazy price increases…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Oracle can do custom stuff, and often does, and says it the MI450 series version that has the most HBM capacity. So its OCI racks comprising this AI cluster, will be based…
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