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Technology Stocks : Semi Equipment Analysis
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From: Julius Wong5/20/2024 9:35:45 PM
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Dell teams with Nvidia to offer new Blackwell GPUs in AI push

May 20, 2024 2:54 PM ETBy: Chris Ciaccia, SA News Editor

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Dell Technologies (NYSE: DELL) said on Monday it is working with Nvidia (NASDAQ: NVDA) to offer the semiconductor company's latest Blackwell GPUs in its servers amid the artificial intelligence boom.

Dell's new PowerEdge XE9680L server comes with direct liquid cooling and sports eight Nvidia Blackwell Tensor Core GPUs. GPUs are increasingly power data centers — in favor of the more traditional CPUs created by Intel ( INTC), AMD ( AMD) and others — as they are better capable of handling for AI workloads.

"Organizations are moving quickly to capture the AI opportunity, which is why our collaboration with NVIDIA is so important," Dell founder and Chief Executive Officer Michael Dell said in a statement. "Our expansion of the Dell AI Factory with NVIDIA continues our joint mission – we're making it easy for organizations to implement AI so they can move boldly into this next technological revolution."

"Generative AI requires a new type of computing infrastructure – an AI factory that produces intelligence," Nvidia Chief Executive Jensen Huang added. "Together, NVIDIA and Dell are providing the world's industries with a full-stack offering – including computing, networking and software – that drives the copilots, coding assistants, virtual customer service agents and industrial digital twins of the digital enterprise."

Dell and Nvidia are also working on the Dell AI Factory in an effort to speed AI adoption and innovation, the two companies said in the statement.

Nvidia announced its new Blackwell line of GPUs in March, receiving much acclaim from Wall Street.

Separately on Monday, Dell announced that it would be working with Microsoft ( MSFT) to offer new AI-powered PCs running on Qualcomm ( QCOM) processors.
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