Dell Technologies is aiming to become the go-to choice for enterprise AI data centers. At the Dell Technologies World conference, executives announced updates for their PowerEdge servers, PowerSwitch routers, and ObjectScale storage systems.
They’re rolling out new hardware and software that will integrate closely with Nvidia’s AI chips and software stack. Partnerships with Google Cloud and Meta are also on the horizon. Even as bigger players like DDN target high-profile clients like X (formerly Twitter), Dell sees opportunity in smaller AI projects.
Ray Lucchesi from Silverton Consulting emphasizes that many enterprises are looking to manage their AI services more efficiently, especially closer to their data sources. He points out that the demand for AI infrastructure is booming, and Dell is eager to grab a slice of the action.
The new Dell PowerEdge lineup includes models like the XE9780 and XE9785, both air-cooled and liquid-cooled options. Upcoming launches this July will feature new designs alongside the latest Nvidia GPUs. Dell’s networking solutions, including PowerSwitch Ethernet and Nvidia’s Quantum-X800, will enhance these systems.
Dell ObjectScale’s new features will integrate seamlessly with Nvidia’s networking technology, aligning with Dell’s AI Factory initiative aimed at enterprise AI workloads. This initiative, introduced last year, will receive updates that bring in new partnerships with companies like Cohere and Red Hat.
Analyst Simon Robinson notes that enterprise customers typically don’t just buy one or two units; they invest in substantial hardware to meet broad AI needs. There’s significant potential for Dell to sell a large volume of infrastructure to a select few customers.
This year marks a milestone for Dell’s AI Factory as they introduce models with both AMD and Intel chips. Most enterprises won’t need complete AI data centers but will likely enhance their edge locations instead. AI models now accessible in customer data centers provide a chance for Dell to deliver hardware that ensures interoperability and certifications.
Mike Matchett from Small World Big Data believes that the future lies in accessing the right data rather than just building bigger models. With Dell’s offerings set to be more affordable than Nvidia’s advanced systems, there’s clearly a market opportunity waiting for mid-sized enterprises.