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Ahead of its upcoming earnings call this week, NVIDIA CEO Jensen Huang has revealed his firm's latest partnership in the hot and fiercely competitive artificial intelligence hardware industry. A.I. has been the buzz word on Wall Street for more than a year now, and the latest earnings season saw investors react sharply to closely watched A.I. firms such as Meta, Microsoft and Google parent Alphabet. NVIDIA has joined forces with Dell to deliver servers that support the former's Blackwell A.I. GPUs and boost their capacity over predecessors despite being shorter.
NVIDIA Teams Up With Dell To Deliver A.I. Factory Of Blackwell GPU Servers
Talking to Bloomberg earlier today, NVIDIA's Huang shared more details about how Dell's A.I. factories will help power up the ongoing artificial intelligence wave. According to him, the 'factory' will be full of CPUs, GPUs, switches and other components to allow businesses to access an off the shelf hardware package sufficient to run artificial intelligence models and environments.
According to the NVIDIA CEO:
I'm here, I'm here to announce this Dell AI factory with NVIDIA going to market starting today. In order to do this, just think about what an AI factory is. It has CPUs and GPUs. It has networking switches. Incredible amounts of software in systems connected to storage and the miles of, the miles of cables alone necessary to build up one of these things. Well we. . . you know, Michael, turned it into an easy bit. And so that, just as Dell did in early days with PCs, they're now doing this with AI factories.
So that any company can come to Dell with a specification and requirement they could get into the business of producing - and this is the big idea - producing intelligence at scale.
Dell's AI factory is made of a variety of hardware and software assets from nearly every major American technology company. These include network products from Broadcom, PCs powered by Qualcomm's Snapdragon and running Microsoft's software and a partnership with Facebook parent Meta to deploy Llama 3 and another business solution that uses Microsoft's Azure cloud computing platform.
For the NVIDIA products, Dell's PowerEdge XE9680L server supports eight NVIDIA Blackwell GPUs with liquid cooling. Dell also offers businesses the ability to rapidly scale deployment via a turnkey solution. Future versions of the XE9680L can support as many as 72 NVIDIA GPUs in a single rack.
NVIDIA's GPUs are widely believed to be the first choice for heavy duty computing models such as OpenAI's ChatGPT. Apart from NVIDIA, AMD also offers its MI300X AI accelerators that can run the same loads as Blackwell. Another player in the A.I. hardware market is Intel. The world's only company that can design and manufacture its CPUs, Intel made a splash in April when it shared that its Gaudi 3 AI accelerator can offer as much as a 50% performance boost for some applications over the H100.
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