Latest news with #DellAIFactory
Scoop
19 hours ago
- Business
- Scoop
Macquarie Data Centres, Dell Deliver Sovereign AI Factories To Australia
Press Release – Macquarie Data Centres The collaboration combines Dells global AI leadership with Macquarie Data Centres sovereign data centres, enabling organisations to capitalise on AI while meeting their data security obligations and national regulatory requirements. Macquarie Data Centres, part of Macquarie Technology Group (ASX: MAQ), is collaborating with Dell Technologies to provide a secure, sovereign home for AI workloads in Australia. The collaboration combines Dell's global AI leadership with Macquarie Data Centres' sovereign data centres, enabling organisations to capitalise on AI while meeting their data security obligations and national regulatory requirements. Macquarie Data Centres will host the Dell AI Factory with NVIDIA within its AI and cloud data centres. This will power enterprise AI, private AI and neo cloud projects while achieving the highest standards of data security within sovereign data centres. This solution is especially significant for critical infrastructure providers and highly regulated sectors such as healthcare, finance, education and research which have strict regulatory compliance conditions relating to data storage and processing. This collaboration gives them the secure, compliant foundation needed to build, train and deploy advanced AI applications in Australia, such as AI digital twins, agentic AI and private LLMs. As a leading data centre provider, Macquarie's 10-year growth pipeline will offer flexibility for customers to scale as demand for AI continues to grow in Australia. Answering the Government's Call for Sovereign AI The Australian Government has linked the data centre sector to its Future Made in Australia policy agenda. Data centres and AI also play an important role in the Australian Federal Government's new push to improve Australia's productivity. 'For Australia's AI-driven future to be secure, we must ensure that Australian data centres play a core role in AI, data, infrastructure, and operations' said David Hirst, CEO, Macquarie Data Centres. 'Our collaboration with Dell Technologies delivers just that, the perfect marriage of global tech and sovereign infrastructure.' Sovereignty Meets Scalability Dell AI Factory with NVIDIA infrastructure and software will be supported by Macquarie Data Centres' newest purpose-built AI and cloud data centre, IC3 Super West. The 47MW facility is purpose-built for the scale, power, and cooling demands of AI infrastructure today and into the future. Ready in mid-2026 with the entire end-state power secured, IC3 Super West reflects Macquarie Data Centres investment to meet Australia's AI ambitions. 'Our work with Macquarie Data Centres helps bring the Dell AI Factory with NVIDIA vision to life in Australia,' said Jamie Humphrey, General Manager, Australia & New Zealand Specialty Platforms Sales, Dell Technologies ANZ. 'Together, we are enabling organisations to develop and deploy AI as a transformative and competitive advantage in Australia in a way that is secure, sovereign and scalable.' A Proven Collaboration Enters the AI Era Macquarie Technology Group and Dell Technologies have collaborated for more than 15 years. As a certified Dell Titanium Partner, Macquarie Technology Group is uniquely positioned to bring AI-enabled infrastructure to the Australian market, underpinned by a proven track record of supporting mission-critical and government-grade workloads. This next chapter marks a pivotal moment in Australia's AI journey. One that reinforces national digital sovereignty, accelerates enterprise transformation and sets a new benchmark for AI infrastructure.
Scoop
20 hours ago
- Business
- Scoop
Macquarie Data Centres, Dell Deliver Sovereign AI Factories To Australia
Macquarie Data Centres, part of Macquarie Technology Group (ASX: MAQ), is collaborating with Dell Technologies to provide a secure, sovereign home for AI workloads in Australia. The collaboration combines Dell's global AI leadership with Macquarie Data Centres' sovereign data centres, enabling organisations to capitalise on AI while meeting their data security obligations and national regulatory requirements. Macquarie Data Centres will host the Dell AI Factory with NVIDIA within its AI and cloud data centres. This will power enterprise AI, private AI and neo cloud projects while achieving the highest standards of data security within sovereign data centres. This solution is especially significant for critical infrastructure providers and highly regulated sectors such as healthcare, finance, education and research which have strict regulatory compliance conditions relating to data storage and processing. This collaboration gives them the secure, compliant foundation needed to build, train and deploy advanced AI applications in Australia, such as AI digital twins, agentic AI and private LLMs. As a leading data centre provider, Macquarie's 10-year growth pipeline will offer flexibility for customers to scale as demand for AI continues to grow in Australia. Answering the Government's Call for Sovereign AI The Australian Government has linked the data centre sector to its Future Made in Australia policy agenda. Data centres and AI also play an important role in the Australian Federal Government's new push to improve Australia's productivity. 'For Australia's AI-driven future to be secure, we must ensure that Australian data centres play a core role in AI, data, infrastructure, and operations' said David Hirst, CEO, Macquarie Data Centres. 'Our collaboration with Dell Technologies delivers just that, the perfect marriage of global tech and sovereign infrastructure.' Sovereignty Meets Scalability Dell AI Factory with NVIDIA infrastructure and software will be supported by Macquarie Data Centres' newest purpose-built AI and cloud data centre, IC3 Super West. The 47MW facility is purpose-built for the scale, power, and cooling demands of AI infrastructure today and into the future. Ready in mid-2026 with the entire end-state power secured, IC3 Super West reflects Macquarie Data Centres investment to meet Australia's AI ambitions. 'Our work with Macquarie Data Centres helps bring the Dell AI Factory with NVIDIA vision to life in Australia,' said Jamie Humphrey, General Manager, Australia & New Zealand Specialty Platforms Sales, Dell Technologies ANZ. 'Together, we are enabling organisations to develop and deploy AI as a transformative and competitive advantage in Australia in a way that is secure, sovereign and scalable.' A Proven Collaboration Enters the AI Era Macquarie Technology Group and Dell Technologies have collaborated for more than 15 years. As a certified Dell Titanium Partner, Macquarie Technology Group is uniquely positioned to bring AI-enabled infrastructure to the Australian market, underpinned by a proven track record of supporting mission-critical and government-grade workloads. This next chapter marks a pivotal moment in Australia's AI journey. One that reinforces national digital sovereignty, accelerates enterprise transformation and sets a new benchmark for AI infrastructure.
Yahoo
03-07-2025
- Business
- Yahoo
Dell Technologies Partners With Lowe to Provide Its AI and PC Technology Solutions
Dell Technologies Inc. (NYSE:DELL) is one of the . On June 19, Dell Technologies Inc. (NYSE:DELL) announced its partnership with Lowe's Companies Inc. to help the home improvement firm transform customer and associate experiences through AI and PC technology solutions. Dell Technologies will assist Lowe in improving shopping capabilities and store management. Through the Dell AI Factory with Nvidia, Lowe will be equipping its 1,700 stores and corporate offices with Dell PCs and devices to support seamless operations. Rose Carson/ 'For 40 years, Dell Technologies has championed transformative innovation. Through our advanced AI solutions and a comprehensive IT ecosystem, we're helping Lowe's redefine retail experiences. Together, we're turning ideas into tangible progress, enhancing both operations and customer engagement like never before,' said John Roese, global chief technology officer and chief AI officer, at Dell Technologies. Lowe will be transforming its operations by setting the foundation for powerful AI solutions. Using Dell's PowerEdge XE8640 server and Nvidia's accelerated computing and AI software, Lowe will innovate multiple areas, including computer vision, data processing at the edge, and data center optimization. Dell Technologies Inc. (NYSE:DELL), historically a major PC and computer hardware manufacturer, is now a critical player in the AI industry. Dell has become an AI infrastructure and solutions powerhouse, enabling its customers to train, manage, and deploy AI systems at scale. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-06-2025
- Business
- Yahoo
Should You Buy, Sell or Hold Dell Technologies Stock at P/S of 0.77X?
Dell Technologies DELL shares are cheap, as suggested by a Value Score of stock is trading at a significant discount with a forward 12-month P/S of 0.77X compared with the Computer and Technology sector's 6.36X. Image Source: Zacks Investment Research However, DELL's shares have risen 1.2% in the year-to-date period, underperforming the Zacks Computer and Technology sector's appreciation of 1.6%. The underperformance can be attributed to a challenging macroeconomic environment, along with stiff competition in the PC market from companies like HP and Lenovo. The broader PC market recovery is slower than expected, with customers delaying purchases to evaluate AI-enabled PCs and prepare for the Windows 10 end-of-life. A competitive pricing environment, especially in the CSG segment, has affected profitability. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. However, Dell Technologies' shares have outperformed the Zacks Computer - Micro Computers industry's decline of 20.9%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. Image Source: Zacks Investment Research DELL is benefiting from an expanding partner base that includes Lowe's Companies LOW, NVIDIA NVDA, Worley WOR, Microsoft, Meta Platforms, Advanced Micro Devices and Imbue. Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences through advanced AI and PC technology. Using the Dell AI Factory with NVIDIA, Lowe's is optimizing inventory, improving asset protection, and enriching in-store service. Dell Technologies' advanced infrastructure and high-performance PCs support innovation, efficiency, and long-term growth across Lowe's more than 1,700 stores and May 2025, Dell Technologies announced major advancements across the Dell AI Factory with NVIDIA to accelerate enterprise AI adoption. These include next-generation PowerEdge servers, enhanced AI data platforms, integrated software solutions, and new managed services for streamlined AI March 2025, Dell Technologies and Worley announced a collaboration to develop secure AI solutions using the Dell AI Factory with NVIDIA. This partnership with Worley aims to enhance project delivery and innovation while ensuring data privacy and intellectual property protection. Dell Technologies' expanding portfolio has been a key catalyst. The company is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge XE9680L AI-optimized server is very much in demand. Strong enterprise demand for AI-optimized servers is aiding the fiscal first quarter of 2026, Dell Technologies' AI-optimized server momentum saw an increase of $12.1 billion in orders. The flagship PowerEdge XE9680 experienced strong demand, contributing to the momentum in the AI space. The company shipped $1.8 billion worth of AI servers in the fiscal first quarter, and the AI server backlog remained healthy at $14.4 PowerEdge supports the NVIDIA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. The new Dell PowerEdge XE8712 server features the GB200 NVL4 platform and supports up to 144 NVIDIA B200 GPUs per Dell IR7000 rack. These liquid-cooled systems are tailored for AI model training and complex HPC simulations. Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the second quarter of fiscal 2026, revenues are expected to be between $28.5 billion and $29.5 billion, with the mid-point of $29 billion suggesting 16% year-over-year Zacks Consensus Estimate for Dell Technologies' second-quarter fiscal 2026 revenues is pegged at $29.09 billion, suggesting growth of 16.23% year over earnings are expected to be $2.25 per share (+/- 10 cents), indicating 15% growth at the mid-point. The Zacks Consensus Estimate for earnings is pegged at $2.26 per share, which has increased by 5.1% in the past 30 days. This indicates year-over-year growth of 19.58%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Dell Technologies benefits from rising demand for AI-optimized servers and an expanding partner network. Despite PC market challenges and macroeconomic headwinds, its innovation in AI infrastructure and positive earnings outlook support long-term stock currently sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of B, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Worthington Enterprises, Inc. (WOR) : Free Stock Analysis Report Lowe's Companies, Inc. (LOW) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
30-05-2025
- Business
- Techday NZ
APJ region accelerates AI adoption as Dell rolls out new innovations
Artificial intelligence is moving at an incredibly fast speed in the Asia Pacific and Japan (APJ) region, according to senior Dell Technologies executives who spoke at a media roundtable during the Dell Tech World conference in Las Vegas. As AI use cases proliferate and investment ramps up, the region is fast emerging as a global leader, both in adoption and ambition. "Asia Pacific is leading the way in generative AI spending, with 38% of AI investment in the region now focused on Gen AI, compared to just 33% in the rest of the world," said Peter Marrs, President of Asia Pacific, Japan and Greater China at Dell. "Even North America sits at 29%," he added, highlighting the region's rapid pace. Dell is positioning itself at the heart of this growth through its AI Factory and a growing ecosystem of technology partners, universities and governments. "There's not an industry that's untouched by AI, but financial services, healthcare, energy, retail and manufacturing really stand out. We're at the forefront of helping customers across these sectors," he added. Transforming business through AI factories The Dell AI Factory, a framework designed to help organisations scale AI, has quickly gained traction. "It's been a year since we announced it, and we've moved from having tens or hundreds of customers globally to thousands," said Chris Kelly, Senior Vice President of Data Center Solutions APJC at Dell. "Not only are more customers deploying it, but they're achieving real, tangible ROI." According to Danny Elmarji, Vice President of Presales APJC at Dell, the AI Factory has resonated because it provides a practical pathway for organisations to adopt AI at scale. "CIOs are trying to understand how to tackle AI inside their business. Unlike past technology shifts, this is fundamentally a business-driven initiative," he explained. Elmarji pointed to significant momentum in financial services, where generative AI is being used to recommend customer actions, automate fraud detection and transform digital banking experiences. In manufacturing, AI is powering digital twin capabilities and revolutionising fault detection, while in healthcare, early detection tools and enhanced electronic medical records are improving patient outcomes. AI is also driving change in retail, with computer vision enabling smarter inventory management, and in education, where Dell is working with universities to personalise learning and foster innovation. "We're building connections between the IT world, research and industry," Kelly noted. "It's about moving beyond pilot projects and making AI meaningful for everyday users." From modular data centres to sovereign AI The roundtable also showcased a unique customer partnership with South Korean AI education platform Elice. CEO Jae Won Kim described how Elice faced soaring costs when trying to provide deep learning environments for students and businesses. "We had to reduce GPU cloud fees by more than 90%," he said. The solution was a portable modular data centre powered by Dell servers, now used for everything from AI digital textbooks for five million students to sovereign AI workloads that comply with government requirements. "There's very limited data centre capacity in Korea for high-density AI workloads," Kim explained. "The modular data centre lets us host hundreds of GPUs, with liquid cooling for the latest chips. It's not just about education anymore – we're talking about a hybrid solution that could be deployed in Japan, Australia or anywhere data centre construction lags demand." Marrs praised the partnership, saying, "You really thought big, and you went and made it happen." Kim's advice for others: "AI is not going away. It's better to start early. If you're worried about investment, modular is the best way to start small and start fast." Innovation and ecosystem challenges Dell's announcements at the conference included a raft of new infrastructure solutions designed to cut energy costs, boost data centre efficiency and accelerate AI deployments of any size. The company's latest cooling technology can reduce energy costs by up to 60%, while new servers with AMD and NVIDIA chips promise up to 35 times greater AI inferencing performance than previous generations. Yet, challenges remain. "The biggest hurdles are people and ecosystem," Marrs acknowledged. "We need to educate the next generation of AI talent and work with governments to create the right regulatory and compliance frameworks." Kelly added, "Access to data centre space, power and cooling is going to be crucial. Requirements are moving so fast that what seemed high density a year ago now looks standard." To address these gaps, Dell is nurturing partnerships with universities, local ISVs and industry bodies, running hundreds of AI innovation days and investing in hands-on labs. "We're enabling partners to experiment in safe environments and bring AI to life," said Elmarji. Dell executives are optimistic but realistic about the scale of change. "We're delivering AI at scale in the largest and most complex use cases, but also helping small startups get started," Kelly said. "You don't have to spend a fortune – start small and grow. If you don't act now, you're falling behind." For Kim, the journey with Dell is just beginning. "It was a huge investment for us, basically a startup. We poured all our money into GPUs. But I think it will be a good journey," he said.
