Keep pulling the thread on Michael Dell & Jensen Huang.
In the last quarter, Dell added 1,000 new clients for its AI Server and AI Factory offerings, bringing the total to 5,000.
Companies reimagining workflows with AI are achieving performance improvements of 10x, 20x, or even 100x, far exceeding incremental gains.
NVIDIA is launching the Vera CPU, which the company claims is the highest performance CPU in the world and is specifically designed for agentic AI.
Memory and advanced node semiconductors are the primary supply chain constraints for AI hardware.
Jensen Huang predicts the buildout of Agentic AI infrastructure will last for a decade or more.
Michael Dell believes the market for physical AI and robotics will be significantly larger than the current market for digital AI.
Jensen Huang estimates the AI hardware supply chain capacity is more than doubling, and possibly quadrupling, every year.
Jensen Huang predicts that despite rapid growth, the AI supply chain will struggle to keep up with demand for at least a decade.
NVIDIA's H200 GPUs are licensed for sale to China.
Jensen Huang predicts a market shift from "personal computers" to "personal AI," where AI runs locally on devices to be close to the user's data and context.
Eli Lilly is a Dell customer using 1,000 GPUs for its AI initiatives.
Samsung is a Dell customer utilizing its AI solutions for real-world applications.