Dell and NVIDIA Unveil Cutting-Edge AI Infrastructure Solutions

Dell aims new servers and software at Nvidia-powered AI applications - SiliconANGLE

Dell aims new servers and software at Nvidia-powered AI applications Dell Technologies Inc. is marking the one-year anniversary of its launch of the Dell AI Factory with Nvidia with new PCs, infrastructure, software and services aimed at enterprise artificial intelligence development. Dell said more than 2,000 customers are now using the platform. The company is introducing a top-of-the-line server high-performance computing and expanding its Pro Max AI PC portfolio with new developer workstations, notebooks and desktops. It's also broadly expanding the Dell AI Data Platform with Nvidia, a co-developed package of products and services tailored for AI workloads. The new PowerEdge XE8712 liquid-cooled server (pictured) is aimed at high-performance computing applications and uses Nvidia's GB200 NVL4 platform, which was introduced last November. It combines two Nvidia Grace CPUs with four Blackwell B200 GPUs on a single motherboard with 1.3 terabytes of coherent memory. The server supports up to 144 Nvidia B200 GPUs per rack. Liquid cooling allows up to 264 kilowatts of power to be supplied to each rack. The unit's modular integration with Dell Integrated Rack 7000 infrastructure features disaggregated power shelves and a shared power bus bar capable of 480 kilowatts. It supports up to 36 notes per rack. "This separates the PowerEdge offerings from other dense designs," said Varun Chhabra, senior vice president of infrastructure and telecom marketing. "A core part of the value we're delivering is not just in the server itself, but also the rack-scale view we've taken when designing these systems." The new Dell Pro Max with GB10 features the Nvidia GB10 Grace Blackwell Superchip based on the Nvidia Blackwell architecture. Dell said it delivers up to one petaflop of performance and 128GB of unified memory. The new Dell Pro Max with GB300 is a top-of-the-line deskside system featuring the new Nvidia GB300 Grace Blackwell Ultra Desktop Superchip and sporting up to 20 petaflops of performance, 784 gigabytes of unified system memory that can be expanded to 288 gigabytes of HBME3e graphics processing unit memory and 496 gigabytes of Low Power Double Data Rate 5X CPU memory. It supports Nvidia's ConnectX-8 SuperNIC networking interface and can be used to train up to 460-billion parameter models. "Both of these are purpose-built for the AI developer," said Kevin Terwilliger, general manager of Dell's PC business. "Previously, that was exclusively for the data center, but now we're bringing it deskside." New Dell Pro Max notebooks and desktops come equipped with the Nvidia RTX PRO Blackwell Generation GPUs and Intel Corp. Core Ultra (Series 2) or Advanced Micro Devices Inc. Ryzen CPUs and AMD Threadripper processors. "These will be our most powerful PCs yet, up to 36% faster than the previous generation," Terwilliger said. Also on the server front, Dell said its PowerEdge servers will support the Nvidia Blackwell Ultra platform, including the upcoming Nvidia HGX B300 NVL16, Nvidia GB300 NVL72 and Nvidia RTX 6000 Blackwell Server Edition. The HGX B300 NVL16 is designed accelerate AI workloads with 11 times faster inference on large language models, seven times more computational power and four times larger memory capacity than previous models. The GB300 NVL72 is a 72-GPU scalable computing unit built for trillion-parameter AI model training. The RTX PRO 6000 Blackwell Server Edition is a high-performance GPU designed for data centers, and visual computing workloads. It features 96 gigabytes of GDDR7 memory and supports multi-instance GPU technology, which allows a single GPU to be partitioned into up to four isolated instances. The forthcoming Dell servers will offer peak AI cluster performance with 800 gigabits per second with ConnectX-8 SuperNICs. The new companies are also announcing a jointly developed deployment platform called the Dell AI Data Platform with Nvidia. It allows the deployment of AI applications securely through always-on, direct access to structured, semi-structured and unstructured data. Features are aimed at accelerating AI reasoning workloads using Nvidia's computing and networking technologies for near real-time data processing. They include agentic reasoning to transform diverse data types through always-on processing, faster data ingestion and reduced processing redundancy with Nvidia's NeMo open-source framework for building, training, and deploying large-scale AI models and the company's NIM suite of accelerated inference microservices for foundation models deployment "We've optimized throughput so that the speed and throughput of the data platform is not the bottleneck for these data hungry GPUs," said Chhabra said. Data protection features include encryption, role-based controls, proactive threat detection and immutable backups. It support the latest retrieval-augmented generation connectors from Nvidia for the Langchain composable large language model framework and NIM microservices. Expanded certifications for PowerScale storage, now support deployments of all sizes. Enhancements now allow PowerScale to improve GPU utilization by delivering 220% faster data ingestion and 99% quicker data retrieval than previous systems. The AI Data Platform now supports Apache Spark and integrates with the AI Data Platform reference design. Dell PowerScale storage is now validated for both the Nvidia Cloud Partner Program and the new Nvidia-Certified Storage designation. Agentic AI support is enhanced with Nvidia's AI-Q Blueprint and AgentIQ Toolkit. The AI-Q Blueprint is a framework for developing AI agent systems capable of autonomous reasoning and action. It blueprint facilitates the integration of AI agents with enterprise data. The AgentIQ Toolkit is an open-source library for connecting, evaluating and optimize teams of AI agents. New Dell Accelerator Services for RAG help optimize the use of data specific to customer environments with agents. Dell Pro Max desktops and laptops will be available beginning this month.

Dell and NVIDIA enhance AI infrastructure offerings By Investing.com

SAN JOSE, Calif. - Dell Technologies (NYSE:DELL), a prominent player in the Technology Hardware industry with annual revenue of $95.57 billion, has introduced new artificial intelligence (AI) solutions and services aimed at accelerating enterprise AI innovation. According to InvestingPro analysis, Dell appears undervalued at current levels, suggesting potential upside for investors interested in AI transformation plays. Celebrating the one-year anniversary of the Dell AI Factory with NVIDIA, the collaboration has assisted over 2,000 customers in developing AI capabilities. The expanded Dell AI infrastructure portfolio includes the Dell Pro Max series, which now features the NVIDIA GB10 Grace Blackwell Superchip and the GB300 Grace Blackwell Ultra Desktop Superchip, offering up to one and 20 petaflops of AI computing performance, respectively. These workstations are designed to cater to the varying needs of AI developers, from model development to large-scale deployments. With a healthy P/E ratio of 15.21 and strong profitability metrics, Dell appears well-positioned to capitalize on the growing AI market. Dell has also announced forthcoming PowerEdge servers that will support the NVIDIA Blackwell Ultra platform, providing enhanced AI acceleration for enterprises. The PowerEdge XE7740 and XE7745 servers, currently available with NVIDIA H200 NVL GPUs, will soon support NVIDIA RTX PRO™ 6000 Blackwell Server Edition PCIe GPUs, promising to double AI performance. The Dell AI Data Platform, integrated with NVIDIA's technology, offers enterprises a robust data management service to fuel AI innovation. The platform features Dell PowerScale storage, now validated for the NVIDIA Cloud Partner Program and NVIDIA-Certified Storage designation, delivering faster data ingestion and retrieval, thereby optimizing GPU utilization. Additionally, Dell's new AI solutions and services include the integration of NVIDIA's AI-Q Blueprint and AgentIQ Toolkit, the validation of the NVIDIA Run:ai AI orchestration platform, and the Dell AI Code Assistant, which provides an enterprise-grade coding assistant with a focus on data privacy. Michael Dell, CEO of Dell Technologies, emphasized the company's commitment to simplifying AI for the enterprise, while Jensen Huang, CEO of NVIDIA, highlighted the partnership's goal to deliver comprehensive AI infrastructure. The new Dell Pro Max desktops and laptops will be available starting March 2025, with other releases in the coming months. The Dell Pro Max with GB300 and GB10, PowerEdge XE7740 and XE7745 servers, and the PowerEdge XE8712 will be globally available later this year. The Dell AI Data Platform and additional AI solutions are available now. This article is based on a press release statement. In other recent news, Dell Technologies Inc. reported a revenue increase of 7% year-over-year for the January quarter, reaching $23.9 billion. This growth was largely driven by the Infrastructure Solutions Group (ISG), which saw a 22% increase in revenue, with the server and networking segment experiencing a notable 37% rise. Despite this, Dell's revenue fell short of some analyst expectations, such as Mizuho Securities' anticipated $24.6 billion. The company also issued guidance for the April quarter, suggesting a potential 4% quarter-over-quarter revenue decline to $23.0 billion. Analysts have been adjusting their outlooks in light of Dell's recent earnings and guidance. Loop Capital reduced its price target for Dell from $185 to $130, maintaining a Buy rating, while UBS adjusted its target from $158 to $150, also maintaining a Buy rating. Mizuho Securities lowered their price target to $140 from $150, reiterating an Outperform rating. Dell's earnings per share (EPS) for the fourth quarter of 2025 was $2.68, exceeding forecasts, although revenue fell short of expectations. Dell's backlog has increased significantly, with approximately $5 billion in orders secured after the fourth quarter, bringing the total backlog to around $9 billion. The company anticipates AI server revenue to reach at least $15 billion in fiscal year 2026, surpassing some analyst estimates. Dell's initial fiscal year 2026 revenue guidance is between $101 billion and $105 billion, with an EPS guidance of $9.30, which aligns with some analyst projections but remains slightly below consensus.

Dell stock: Here are key takeaways from GTC By Investing.com

Investing.com -- Nvidia (NASDAQ:NVDA) held its latest GTC event last week, where the chipmaker's CEO Jensen Huang, alongside several major announcements, recognized Dell (NYSE:DELL) for its comprehensive Nvidia AI infrastructure offerings, ranging from AI PCs to full racks with Nvidia Blackwell GPUs. During the conference, Dell CEO Michael Dell emphasized the company's progress in AI, mentioning the delivery of Dell AI Factory to over 2,200 customers globally and the addition of 100 new solutions. "Mr. Dell feels that they are in the early single-digit percent adoption of the S-curve when it comes to Enterprise adoption of AI," BofA analysts led by Wamsi Mohan said in a note. Dell projects a significant increase in AI revenue, expecting it to reach $15 billion in fiscal year 2026 (FY26), which would be a 50% rise from $10 billion in fiscal year 2025 (FYF25). BofA's report also highlighted that supplier checks in Asia signal a strong second-quarter ramp-up for GB200 systems and share gains for Dell. "We expect Dell to be opportunistic in its buyback program," analysts continued. "Mr. Dell highlighted that the company has been able to grow earnings and cash flow across economic cycles." Last quarter, Dell hiked its dividend by 18% and expanded its buyback authorization by $10 billion. In terms of product margins, Michael Dell reiterated that while AI servers are margin dilutive, they contribute positively to revenue. The company's management has forecasted a 100 basis points year-over-year decline in overall company gross margins for FY26, but expects the Infrastructure Solutions Group (ISG) segment margins to remain stable year-over-year. At GTC 2025, the world's first GB300 server, built by Dell, was signed by Huang. Dell showcased the PowerEdge XE8712 server, which supports up to 144 Nvidia Blackwell GPUs and integrates the Nvidia GB200 NVL4 architecture. Additionally, Dell's Pro Max high-performance PCs, equipped with Nvidia GPUs, were highlighted, with the GB10 Blackwell superchip delivering one petaflop of computing and the GB300 Blackwell GPU providing 20 petaflops.