Latest news with #PowerEdge
Techday NZ
27-05-2025
- Business
- Techday NZ
Exclusive: How Dell's infrastructure promises simplified data centres
Dell Technologies is championing a brand new era of data centre architecture built on disaggregated infrastructure, a strategy designed to offer enterprises the best of both flexibility and simplicity as they navigate ever more complex IT environments. For years, organisations have faced a trade-off between flexible, modular systems and the simplified management of consolidated, hyper-converged infrastructure. Alyson Langon, Director of Product Marketing for Multicloud and as-a-Service at Dell, says the industry is now seeing "a convergence of the two approaches." "Historically, three-tier architecture gave a lot of flexibility, you could mix and match storage, compute and networking, and scale resources independently. But it came with complexity, requiring different teams and lots of management overhead," she explained during an interview at Dell Technologies World in Las Vegas. The alternative, hyper-converged infrastructure (HCI), bundled everything into a single platform. "There's a ton of simplicity in that, especially with lifecycle management and automation built in," Langon said. However, this simplicity comes at the cost of vendor lock-in and limited flexibility. "You can't scale resources independently and you're locked into a single software stack," she added. A hybrid approach emerges Now, spurred by the dual drivers of artificial intelligence workloads and shifts in the hypervisor market, disaggregated infrastructure has come to the fore. "Disaggregated infrastructure is about combining the best of both worlds - flexibility meets simplicity," Langon explained. "It allows you to scale resources independently, as in traditional three-tier, but with added automation and simplicity via software. We're building more automation and observability into infrastructure over time." Dell's strategy is centred around its recently announced Dell Private Cloud and the Dell Automation Platform. These allow organisations to use Dell's flagship storage and compute technologies - such as PowerStore storage and PowerEdge servers, while benefiting from advanced software automation. "What differentiates us is the intrinsic security, deduplication, compression and software-driven automation built into both the hardware and software. The Dell Automation Platform takes this a step further, delivering full stack lifecycle management that traditionally wasn't available in a three-tier setup," Langon said. The result is an infrastructure stack that is easier to manage and more efficient to deploy. "We're automating a lot of tasks, so managing the stack is much more simplified," she added. Flexible procurement and customer choice Crucially, Dell's private cloud offering is designed to be flexible not just in its architecture, but also in how it is consumed. Langon noted, "Apex is about flexible consumption, pay-as-you-go and managed services delivered as an OPEX model. With Dell Private Cloud, the underlying infrastructure can be consumed as a service through an Apex subscription, but it can also be purchased as CAPEX. You have that flexibility in how you procure the underlying hardware." This flexibility extends to software choices as well. Enterprises are increasingly seeking a multi-hypervisor strategy, particularly in light of industry shifts and the need for investment protection. "One of the key benefits of Dell Private Cloud, in addition to the simplicity and automation, is the freedom to bring your own cloud OS licences and choose your software stack," Langon said. "You're not locked in. We'll have blueprints for VMware, Red Hat OpenShift, Nutanix AHV and more, so customers can choose their preferred hypervisors." That also means underlying hardware can be reused or repurposed as business needs change. "If you want to deploy VMs today and then move to containers with Red Hat tomorrow, you can use the same hardware. Decommission and redeploy a new software blueprint—it's investment protection for customers wanting the flexibility to change their virtualisation strategy," she said. Automation and security at the core The push towards software-driven automation is a key pillar of Dell's disaggregated infrastructure. The company claims that with its automation platform, provisioning a private cloud stack now takes 90% fewer steps than manual processes, with clusters deployable in just two and a half hours. Alongside this, Dell is continuing to invest in cyber resilience and data protection, with enhancements to storage platforms and automated ransomware detection now featuring as part of its modern data centre portfolio. Langon sees this as a response to a rapidly changing landscape. "There's an increase in customers looking for multi-hypervisor strategies, but also a need for modern automation and security. We're responding by making these capabilities intrinsic to our infrastructure, not just bolt-ons," she said. A platform for innovation While Langon does not directly oversee Dell's AI solutions, she recognises the role that disaggregated infrastructure plays in enabling next-generation workloads. "We are looking to extend the capabilities of our automation platform to be able to do more with AI solutions, to help organisations scale and simplify, and build more automation in how they stand up those types of things," she explained. She is optimistic about what lies ahead, both for Dell and the broader industry. "We're at a really interesting time right now. There's so much opportunity with AI, and it's going to start permeating everything that we do. Looking forward, I'm excited to see how we continue to simplify things for customers and help them take on these new challenges," she said.
Yahoo
21-05-2025
- Business
- Yahoo
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies DELL shares have surged 36.6% over the past month, outperforming the Zacks Computer and Technology sector's appreciation of 18.8% and the Zacks Computer - Micro Computers industry's growth of 4.3%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. The company, through its infrastructure solutions, provides essential hardware and services that support cloud environments. DELL is transforming modern data centers with disaggregated infrastructure solutions that integrate storage, cyber resilience, software, and the evolving demands of on-premises, cloud, and edge environments, DELL empowers organizations to efficiently manage and secure workloads with advanced storage systems like Power Protect Data Domain and PowerScale, enhanced by AI-driven ransomware detection. Its automated Private Cloud and NativeEdge offerings streamline deployment and management, enabling faster provisioning and consistent control across diverse infrastructures. DELL's comprehensive approach ensures modern data centers are agile, secure, and ready for future challenges. Image Source: Zacks Investment Research Dell Technologies' expanding portfolio has been a key catalyst. The company has added major upgrades to its AI Factory, introducing energy-efficient infrastructure and advanced cooling solutions. These updates aim to simplify and accelerate enterprise AI deployments across edge, data center, and cloud Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications. In the fourth quarter of fiscal 2025, DELL's AI-optimized server momentum saw an increase of $1.7 billion in orders. The company shipped $2.1 billion worth of AI servers in the fiscal fourth quarter, and the AI server backlog remained healthy at $4.1 PowerEdge supports the NVIDIA NVDA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. DELL is benefiting from an expanding partner base that includes NVIDIA, Worley, Microsoft, Meta Platforms META, Advanced Micro Devices AMD and Imbue. In 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 Technologies collaborated with Meta Platforms to make it easy for its customers to deploy Meta Platforms' Llama 2 models on-premises with Dell Technologies' AI-optimized February 2025, Dell Technologies expanded its AI for Telecom program through a collaboration with Advanced Micro Devices to develop AI solutions that enhance real-time telecom network monitoring and management using Dell PowerEdge XE7745 servers powered by Advanced Micro Devices EPYC processors. Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the first quarter of fiscal 2026, revenues are expected to be between $22.5 billion and $23.5 billion, with the mid-point of $23 billion suggesting 3% year-over-year Zacks Consensus Estimate for Dell Technologies' first-quarter fiscal 2026 revenues is pegged at $23.1 billion, suggesting growth of 3.85% year over earnings are expected to be $1.65 per share (+/- 10 cents), indicating 25% growth at the midpoint. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share, which has increased by a penny in the past 30 days. This indicates year-over-year growth of 42.12%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Dell Technologies shares are cheap, as suggested by a Value Score of stock is trading at a significant discount with a forward 12-month P/E of 0.77X compared with the Computer and Technology sector's 6.14X. Image Source: Zacks Investment Research Despite DELL's robust portfolio and expanding partner base 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. Cautious spending by enterprises and large customers on PCs and storage IT has been a concern for DELL's competition in the AI data center market, along with a higher mix of AI-optimized servers, is expected to hurt gross margin expansion in the near term. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. DELL currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point in the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) 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 Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Meta Platforms, Inc. (META) : 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
TECHx
20-05-2025
- Business
- TECHx
Dell Technologies Unveils New AI Factory Upgrades
Home » Tech Value Chain » Global Brands » Dell Technologies Unveils New AI Factory Upgrades Dell Technologies has announced new innovations across its Dell AI Factory in partnership with NVIDIA. These updates aim to help enterprises accelerate AI adoption and reduce time to value. The company reported that demand for accessible AI skills and technologies is growing rapidly as enterprises shift from experimentation to implementation. To meet this demand, Dell and NVIDIA have introduced enhanced AI infrastructure, solutions, and services. These updates are designed to streamline deployment and improve scalability, efficiency, and performance. Dell revealed its latest PowerEdge servers that support NVIDIA's new Blackwell GPUs: The air-cooled Dell PowerEdge XE9780 and XE9785 simplify integration in existing data centers. The liquid-cooled XE9780L and XE9785L accelerate rack-scale deployment and support up to 256 NVIDIA Blackwell Ultra GPUs per IR7000 rack. These servers are successors to Dell's fastest ramping solution, the PowerEdge XE9680. They enable up to 4x faster large language model training with the 8-way NVIDIA HGX B300. Dell also introduced the PowerEdge XE9712 with NVIDIA GB300 NVL72. This server offers up to 50x more inference output and 5x better throughput. It includes Dell PowerCool technology to enhance power efficiency. By July 2025, the PowerEdge XE7745 will support NVIDIA RTX Pro 6000 Blackwell Server Edition GPUs. This platform meets the needs of physical and agentic AI applications, including robotics, digital twins, and multi-modal AI. Dell plans to support the NVIDIA Vera CPU and the NVIDIA Vera Rubin platform through a new PowerEdge XE server, built for Dell Integrated Rack Scalable Systems. For networking, Dell expanded its portfolio with PowerSwitch SN5600 and SN2201 Ethernet, part of the NVIDIA Spectrum-X platform. These are joined by NVIDIA Quantum-X800 InfiniBand switches, which offer up to 800 Gbps throughput. Dell ProSupport and Deployment Services will assist customers at every stage of deployment. The company confirmed that Dell AI Factory with NVIDIA now supports the NVIDIA Enterprise AI Factory validated design. This includes Dell and NVIDIA compute, networking, storage, and AI Enterprise software for a complete AI solution. Dell Technologies also revealed updates to its AI Data Platform. The platform now provides AI apps with constant access to high-quality data. New features include: Dell ObjectScale with NVIDIA BlueField-3 and Spectrum-4 integration for better scalability. A new solution combining PowerScale, Project Lightning, and PowerEdge XE servers with KV cache and NVIDIA's NIXL Libraries, ideal for distributed inference. Dell Object Scale will support S3 over RDMA. This delivers 230% higher throughput, 80% lower latency, and 98% reduced CPU load. The company also introduced an integrated solution using the NVIDIA AI Data Platform. It is designed to accelerate insights and support agentic AI tools. On the software side, Dell announced that the NVIDIA AI Enterprise platform is now available directly. It includes NVIDIA NIM, NeMo microservices, Blueprints, NeMo Retriever for RAG, and Llama Nemotron reasoning models. Additionally, Red Hat OpenShift is now available on the Dell AI Factory with NVIDIA, offering flexibility and security for business-critical AI deployments. Dell has also launched new Managed Services for the AI Factory. These services cover the entire NVIDIA AI stack, including 24/7 monitoring, updates, and proactive support. Michael Dell, Chairman and CEO, said the goal is to make AI more accessible. 'With the Dell AI Factory with NVIDIA, enterprises can manage the entire AI lifecycle at any scale,' he stated. Jensen Huang, CEO of NVIDIA, added, 'AI factories are the infrastructure of modern industry. With Dell Technologies, we're offering the broadest line of Blackwell AI systems for use in the cloud, enterprise, and edge.'
Yahoo
20-05-2025
- Business
- Yahoo
Dell Technologies (NYSE:DELL) Teams With NVIDIA To Drive AI Adoption For Enterprises
Dell Technologies garnered attention this past month, marking a 35% increase in share price, buoyed by its AI-focused announcements alongside NVIDIA. The introduction of cutting-edge PowerEdge servers and AI Factory enhancements reflect the company's drive to accelerate AI adoption in enterprise settings. In a market where major tech stocks like NVIDIA and Amazon recently saw declines, Dell's positive momentum looks additive to broader index gains. While the S&P 500 advanced modestly, Dell's innovations suggest a strong alignment with technology trends, emphasizing efficiency and scalability, contributing meaningfully to its substantial price movement. We've identified 2 warning signs for Dell Technologies (1 is significant) that you should be aware of. Trump's oil boom is here — pipelines are primed to profit. Discover the 22 US stocks riding the wave. Recent developments in AI and server enhancements could strengthen Dell Technologies' revenue and earnings forecasts. These advancements align with projected industry growth in AI server shipments, potentially boosting the company's profitability despite competitive pressures. The introduction of cutting-edge AI solutions is expected to drive demand, but challenges such as competitive pricing and soft consumer demand could impact gross margins and net income. Over the past five years, Dell Technologies delivered a total return of 467.81%, emphasizing its longer-term growth trajectory. Compared to a 1-year period where Dell underperformed the broader US Market and the US Tech industry despite its 35% share price increase, this historical return provides valuable context for investors evaluating its recent performance. The recent price movement, with shares trading at US$93.95, shows a 25.4% discount to the analyst consensus price target of US$125.98. While this suggests potential for growth, analysts highlight competitive and demand challenges. Revenue is projected to climb to US$114 billion by 2028, with earnings forecasts of US$6.8 billion, driven by AI and server advancements. This projected growth comes amid pressures from tariffs and cost structures that could impact profitability targets and price target credibility. Review our historical performance report to gain insights into Dell Technologies' track record. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:DELL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ 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
Web Release
20-05-2025
- Business
- Web Release
Dell Technologies Unveils Next Generation Enterprise AI Solutions with NVIDIA
The world's top provider of AI-centric infrastructure,[ii] Dell Technologies (NYSE: DELL), announces innovations across the Dell AI Factory with NVIDIA – all designed to help enterprises accelerate AI adoption and achieve faster time to value. Why it matters As enterprises make AI central to their strategy and progress from experimentation to implementation, their demand for accessible AI skills and technologies grows exponentially. Dell and NVIDIA continue the rapid pace of innovation with updates to the Dell AI Factory with NVIDIA, including robust AI infrastructure, solutions and services that streamline the path to full-scale implementation. Dell infrastructure advances enterprise AI innovation with enhanced power, efficiency and scalability Dell Technologies introduces the next generation of advanced compute, data storage, data management and networking solutions: Air-cooled Dell PowerEdge XE9780 and XE9785 servers simplify integration into existing enterprise data centers, while liquid-cooled Dell PowerEdge XE9780L and XE9785L servers accelerate rack-scale deployment. The new PowerEdge servers support up to 192 NVIDIA Blackwell Ultra GPUs with direct to chip liquid cooling and can be customized with up to 256 NVIDIA Blackwell Ultra GPUs per Dell IR7000 rack. As the successors to Dell's fastest ramping solution ever, [iii] the Dell PowerEdge XE9680, these platforms can deliver up to four times faster large language model (LLM) training with the 8-way NVIDIA HGX B300. [iv] servers simplify integration into existing enterprise data centers, while liquid-cooled servers accelerate rack-scale deployment. The new PowerEdge servers support up to 192 NVIDIA Blackwell Ultra GPUs with direct to chip liquid cooling and can be customized with up to 256 NVIDIA Blackwell Ultra GPUs per Dell IR7000 rack. As the successors to Dell's fastest ramping solution ever, the Dell PowerEdge XE9680, these platforms can deliver up to four times faster large language model (LLM) training with the 8-way NVIDIA HGX B300. The Dell PowerEdge XE9712 featuring NVIDIA GB300 NVL72 offers efficiency at rack scale for training and 50 times more AI reasoning inference output and 5x improvement in throughput. [v] With new Dell PowerCool technology, this platform helps businesses achieve greater power efficiency. offers efficiency at rack scale for training and 50 times more AI reasoning inference output and 5x improvement in throughput. With new Dell PowerCool technology, this platform helps businesses achieve greater power efficiency. The Dell PowerEdge XE7745 server will be available with NVIDIA RTX Pro™ 6000 Blackwell Server Edition GPUs in July 2025. This platform – supported in the NVIDIA Enterprise AI Factory validated design – provides a universal platform to help meet the needs of physical and agentic AI use cases like robotics, digital twins and multi-modal AI applications with support for up to 8 GPUs in a 4U chassis. server will be available with NVIDIA RTX Pro™ 6000 Blackwell Server Edition GPUs in July 2025. This platform – supported in the NVIDIA Enterprise AI Factory validated design – provides a universal platform to help meet the needs of physical and agentic AI use cases like robotics, digital twins and multi-modal AI applications with support for up to 8 GPUs in a 4U chassis. Dell plans to support the NVIDIA Vera CPU, offering speed, efficiency and performance. Dell plans to support the NVIDIA Vera Rubin platform with a new Dell PowerEdge XE server designed for Dell Integrated Rack Scalable Systems. Connecting it all, Dell extends its networking portfolio to include the Dell PowerSwitch SN5600, SN2201 Ethernet, part of the NVIDIA Spectrum-X Ethernet networking platform, and NVIDIA Quantum-X800 InfiniBand switches. These high-density, low-latency switches deliver up to 800 gigabits per second of throughput and are now backed by Dell ProSupport and Deployment Services to provide expert guidance at every stage of AI deployment. Dell AI Factory with NVIDIA solutions support the NVIDIA Enterprise AI Factory validated design, featuring Dell and NVIDIA compute, networking, storage and NVIDIA AI Enterprise software providing an end-to-end fully integrated AI solution for enterprises. Dell AI Data Platform advancements improve AI data management Because AI is only as powerful as the data that fuels it, organizations need a platform designed for performance and scalability. Dell AI Data Platform advancements provide AI applications with always-on access to high quality data. Dell ObjectScale supports large-scale AI deployments while helping reduce cost and data center footprint with the introduction of a denser, software-defined system. NVIDIA BlueField-3 and Spectrum-4 networking integrations boost performance and scalability. supports large-scale AI deployments while helping reduce cost and data center footprint with the introduction of a denser, software-defined system. NVIDIA BlueField-3 and Spectrum-4 networking integrations boost performance and scalability. Dell introduces a high-performance solution built with Dell PowerScale, Dell Project Lightning and PowerEdge XE servers. Using KV cache and integrating NVIDIA's NIXL Libraries, this solution is ideal for large-scale distributed inference workloads. and servers. Using KV cache and integrating NVIDIA's NIXL Libraries, this solution is ideal for large-scale distributed inference workloads. Dell ObjectScale will support S3 over RDMA, achieving up to 230% higher throughput, up to 80% lower latency and 98% reduced CPU load compared to traditional S3 for better GPU utilization. [vi] will support S3 over RDMA, achieving up to 230% higher throughput, up to 80% lower latency and 98% reduced CPU load compared to traditional S3 for better GPU utilization. Dell announces an integrated solution that incorporates the NVIDIA AI Data Platform to accelerate curated insights from data and accelerate agentic AI applications and tools. Software updates help organizations seamlessly deploy agentic AI The NVIDIA AI Enterprise software platform, available directly from Dell, offers businesses the option to innovate on the Dell AI Factory with NVIDIA with NVIDIA NIM, NVIDIA NeMo microservices, and NVIDIA Blueprints, NVIDIA NeMo Retriever for RAG and NVIDIA Llama Nemotron reasoning models, and seamlessly develop agentic workflows while accelerating time-to-value for AI outcomes. software platform, available directly from Dell, offers businesses the option to innovate on the Dell AI Factory with NVIDIA with NVIDIA NIM, NVIDIA NeMo microservices, and NVIDIA Blueprints, NVIDIA NeMo Retriever for RAG and NVIDIA Llama Nemotron reasoning models, and seamlessly develop agentic workflows while accelerating time-to-value for AI outcomes. Simplify business-critical AI deployments while providing flexibility and security with Red Hat OpenShift available on the Dell AI Factory with NVIDIA. New managed services streamline operations and drive faster outcomes The new Dell Managed Services for the Dell AI Factory with NVIDIA simplify AI operations with management of the full NVIDIA AI solutions stack — including AI platforms, infrastructure and NVIDIA AI Enterprise software. Dell managed services experts handle 24×7 monitoring, reporting, version upgrades and patching, helping teams overcome resource and expertise constraints by providing cost-effective, scalable and proactive IT support. Perspectives 'We're on a mission to bring AI to millions of customers around the world,' said Michael Dell, chairman and chief executive officer, Dell Technologies. 'Our job is to make AI more accessible. With the Dell AI Factory with NVIDIA, enterprises can manage the entire AI lifecycle across use cases, from training to deployment, at any scale.' 'AI factories are the infrastructure of modern industry, generating intelligence to power work across healthcare, finance and manufacturing,' said Jensen Huang, founder and chief executive officer, NVIDIA. 'With Dell Technologies, we're offering the broadest line of Blackwell AI systems to serve AI factories in clouds, enterprises and at the edge.'
