Dell Pioneers Shipment of Nvidia's Powerful GB200 NVL72 AI Servers

Dell Ships First 72-Nvidia GPU Monster: 'AI Rocket Just Got A Massive Boost,' Says CEO - NVIDIA (NASDAQ:NVDA), Dell Technologies (NYSE:DELL)

Dell Technologies Inc DELL has reached a major milestone by becoming the first company to deliver a new generation of super-powerful computer systems designed specifically for artificial intelligence. What Happened: Michael Dell, the company's CEO, announced on social media platform X that Dell is shipping its first liquid-cooled PowerEdge XE9712 systems to CoreWeave, a company that provides computing power for AI applications. "The AI rocket just got a massive boost!" Michael Dell in his announcement, highlighted the significance of this achievement. These new systems, developed in partnership with tech giant NVIDIA Corp NVDA, are unlike traditional computers. They use special cooling technology that helps them handle the intense processing needed for advanced AI tasks. Think of it as the difference between a regular car engine and a Formula 1 racing engine - both are engines, but one is designed for much more powerful performance. See Also: Peter Thiel Says Trump's 60% China Tariff Would Be 'Very, Very Bad' For Beijing, Here's What's At Stake Why It Matters: The system, called the GB200 NVL72, combines 72 powerful processing chips (GPUs) and 36 central computers (CPUs) working together as one unit. This allows it to run AI programs 30 times faster than previous systems, particularly when handling complex AI tasks like chatbots and image generation. CoreWeave, the company receiving these first systems, specializes in providing high-powered computing services to businesses working with AI. They work closely with Nvidia, which designed the core technology inside these systems. This development is particularly important as companies worldwide are racing to build and access more powerful AI computing systems. Industry experts predict high demand for these systems, with estimates suggesting 20,000 to 25,000 similar systems could be shipped in 2025. Read Next: Cathie Wood Draws Reagan-Era Parallels As Elon Musk Takes DOGE Helm: 'This Bull Market Has Just Begun To Broaden Out' Image Via Shutterstock Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs

Dell reaches milestone with industry's first enterprise ready Nvidia Blackwell PowerEdge XE9712 server racks

Jeff Clarke, chief operating officer and vice chairman of Dell, has announced that his company had started shipments of servers based on Nvidia's Blackwell GPUs for AI and HPC and Grace CPUs. The machines use liquid-cooled PowerEdge XE9712 racks and are aimed at enterprises. "Incredibly excited to ship the industry's first enterprise-ready Nvidia GB200 NVL72 server racks," Clarke wrote in an X post. "These fully integrated, liquid-cooled PowerEdge XE9712 racks are a huge milestone, the foundation for Dell AI Factory with Nvidia to advance HPC and AI innovation." Dell mentioned CoreWeave, a cloud service provider focused on AI that has very close ties to Nvidia. As the company exclusively uses Nvidia GPUs, it gets preferential treatment and product allocation from the green company, so it is not particularly surprising that CoreWeave is among the first CSPs to get Nvidia's Blackwell hardware. "We are proud to bring up the first Nvidia GB200 NVL72 from Dell with Nvidia Quantum InfiniBand, setting a new bar for AI infrastructure," an X post by CoreWeave reads. "This would not have been possible without the support of our valued partners at Dell and Switch." It should be noted that the GB200 hardware that Nvidia ships today is based on the initial low-yield revision of B200 processors. These GPUs are in relatively short supply, so do not expect the company to ship a boatload of such processors. Officially, the company expects to ship several billion dollars worth of Blackwell hardware this fiscal year, which is significantly below the company's earnings from Hopper hardware in the most recent quarter. Yet, it is strategically important for Nvidia to start shipments of Blackwell GPUs rather sooner than later in a bid to enable its partners to tailor their software for the latest architecture. Each Nvidia NVL72 server rack is projected to consume up to 120kW of power (up from 40kW in the case of Hopper-based racks), which is significantly higher than typical server racks currently used by cloud server providers. To install such machines into their datacenters, CSPs may have to redesign their server rooms in a bid to feed such servers with sufficient power.