Rachita Rao, senior analyst at Everest Group, said, “HPE’s signing of a $1 billion contract with “While HPE is focused on software-integrated AI infrastructure, Dell has a strong partnership with NVIDIA and is positioned as a major scalable AI competitor for the mid-market. “Despite having strong AI server capabilities, Supermicro is currently struggling with accounting fraud, which could hinder its market position,” he added.
Musk’s Expanding AI Ambitions
Elon Musk has shown an unusual focus on AI development. This is one of the reasons why this contract is so large.
Companies owned by Musk, such as Tesla and Xai, are the companies that have most notably introduced AI infrastructure. In particular, xAI built by Dell with 100,000 NVIDIA H100 GPUs The Colossus supercomputer It is already changing the game in the AI field.
The new partnership between X and HPE is expected to fuel Musk’s vision of integrating advanced AI capabilities into the company. For example, Musk recently Integrating xAI chatbot Grok into Tesla vehicles The company has announced plans to allow users to interact with vehicles using conversational AI.
The contract also signals that technology needs are intensifying further. “NVIDIA’s Blackwell technology is likely to drive demand for liquid cooling solutions to manage heat-intensive AI workloads,” Rao said. “Scalable infrastructure and computing power are important now, but future growth will depend on custom AI models that require specialized chips such as ASICs and FPGAs for optimized performance.”
He added that the industry’s ability to address evolving networking requirements for LLM training will play a pivotal role in driving large-scale AI adoption.
Source: www.itworld.co.kr
