At GTC 2025, NVIDIA announced the NVIDIA AI Data Platform, a customizable reference design that leading providers are using to build a new class of AI infrastructure for demanding AI inference workloads: enterprise storage platforms with AI query agents fueled by NVIDIA accelerated computing, networking and software. Using the NVIDIA AI Data Platform, NVIDIA-Certified Storage providers can build infrastructure to speed AI reasoning workloads with specialized AI query agents. These agents help businesses generate insights from data in near real time, using NVIDIA AI Enterprise software—including NVIDIA NIM microservices for the new NVIDIA Llama Nemotron models with reasoning capabilities—as well as the new NVIDIA AI-Q Blueprint.

Storage providers can optimize their infrastructure to power these agents with NVIDIA Blackwell GPUs, NVIDIA BlueField DPUs, NVIDIA Spectrum-X networking and the NVIDIA Dynamo open-source inference library. Leading data platform and storage providers—including DDN, Dell Technologies, Hewlett Packard Enterprise, Hitachi Vantara, IBM, NetApp, Nutanix, Pure Storage, VAST Data and WEKA—are collaborating with NVIDIA to create customized AI data platforms that can harness enterprise data to reason and respond to complex queries. "Data is the raw material powering industries in the age of AI," said Jensen Huang, founder and CEO of NVIDIA. "With the world's storage leaders, we're building a new class of enterprise infrastructure that companies need to deploy and scale agentic AI across hybrid data centers."

Marking one year since the launch of the Dell AI Factory with NVIDIA, Dell Technologies (NYSE: DELL) announces new AI PCs, infrastructure, software and services advancements to accelerate enterprise AI innovation at any scale. Successful AI deployments are vital for enterprises to remain competitive, but challenges like system integration and skill gaps can delay the value enterprises realize from AI. More than 75% of organizations want their infrastructure providers to deliver capabilities across all aspects of the AI adoption journey, driving customer demand for simplified AI deployments that can scale.

As the top provider of AI centric infrastructure, Dell Technologies - in collaboration with NVIDIA - provides a consistent experience across AI infrastructure, software and services, offering customers a one-stop shop to scale AI initiatives from deskside to large-scale data center deployments.

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $77.3 billion dollars in revenue during the last quarter of the year. This quarter showed the second highest growth rate since 2019 with a year-over-year increase of 91% in vendor revenue. Revenue generated from x86 servers increased 59.9% in 2024Q4 to $54.8 billion while Non-x86 servers increased 262.1% year over year to $22.5 billion.

Revenue for servers with an embedded GPU in the fourth quarter of 2024 grew 192.6% year-over-year and for the full year 2024, more than half of the server market revenue came from servers with an embedded GPU. NVIDIA continues dominating the server GPU space with over 90% of the total shipments with and embedded GPU in 2024Q4. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which has more than doubled in size since 2020 with revenue of $235.7 billion dollars for the full year 2024.

TrendForce reveals that the combined revenue of the world's top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase. The booming AI industry has fueled growth across the semiconductor sector, with NVIDIA leading the charge, posting an astonishing 125% revenue growth, widening its lead over competitors, and solidifying its dominance in the IC industry.

Looking ahead to 2025, advancements in semiconductor manufacturing will further enhance AI computing power, with LLMs continuing to emerge. Open-source models like DeepSeek could lower AI adoption costs, accelerating AI penetration from servers to personal devices. This shift positions edge AI devices as the next major growth driver for the semiconductor industry.

Back in January, Dell/Alienware announced the 27-inch 4K AW2725Q QD-OLED monitor, which is now being joined by the 27-inch 2560 x 1440 resolution AW2725D and the 34-inch 3440 x 1440 resolution AW3425DW, both also sporting a QD-OLED panel. The AW3425DW offers a 240 Hz refresh rate, a 0.03 ms grey to grey response time and a peak brightness of 1000 cd/m². The monitor is NVIDIA G-Sync Compatible, as well as AMD FreeSync Premium Pro and VESA AdaptiveSync certified and it supports HDMI VRR for console gamers. Dell has equipped it with one DP 1.4 port, two HDMI 2.1 ports—there's support for both picture by picture and picture in picture, something normally only seen on more business savvy monitors—one USB Type-B upstreams and one USB Type-A as well as one Type-C downstream ports, all being limited to a 5 Gbps data rate, although the Type-C port supports 15 W device charging.

As for the AW2725D, we're looking at a 280 Hz refresh rate, but Dell didn't provide much else in terms of specifications, as this model isn't expected to be available until sometime this summer. However, it will be the cheapest QD-OLED monitor from Dell's Alienware brand at US$549.99. The AW3425DW will have an MSRP of US$799.99 which it launches on April 29th. Finally, the AW2725Q which launches today, will retail at the announced US$899.99. All three models will come with a three year OLED burn-in warranty.

Dell Technologies announces financial results for its fiscal 2025 fourth quarter and full year. The company also provides guidance for its fiscal 2026 first quarter and full year.

Full-Year Summary

• Full-year revenue of $95.6 billion, up 8% year over year
• Full-year operating income of $6.2 billion, up 15% year over year, and non-GAAP operating income of $8.5 billion, up 8%
• Record full-year diluted earnings per share of $6.38, up 39% year over year, and record non-GAAP diluted EPS of $8.14, up 10%
• Cash flow from operations was $4.5 billion
• Announcing a cash dividend increase of 18% and $10 billion increase in share repurchase authorization
• FY26 guidance: Full-year revenue growth of 8%, diluted EPS growth of 23% and non-GAAP diluted EPS growth of 14%

Intel today showcased how Intel Xeon 6 processors with Efficient-cores (E-cores) have dramatically accelerated time-to-market adoption for the company's solutions in collaboration with the ecosystem. Since product introduction in June 2024, 5G core solution partners have independently validated a 3.2x performance improvement, a 3.8x performance per watt increase and, in collaboration with the Intel Infrastructure Power Manager launched at MWC 2024, a 60% reduction in run-time power consumption.

"As 5G core networks continue to build out using Intel Xeon processors, which are deployed in the vast majority of 5G networks worldwide, infrastructure efficiency, power savings and uncompromised performance are essential criteria for communication service providers (CoSPs). Intel is pleased to announce that our 5G core solution partners have accelerated the adoption of Intel Xeon 6 with E-cores and are immediately passing along these benefits to their customers. In addition, with Intel Infrastructure Power Manager, our partners have a run-time software solution that is showing tremendous progress in reducing server power in CoSP environments on existing and new infrastructure." -Alex Quach, Intel vice president and general manager of Wireline and Core Network Division

AMD and Nutanix have jointly developed virtualization/HCI solutions since 2019, working with major OEMs including Dell, HP and Lenovo, systems integrators and other resellers and partners. You can learn more about AMD-Nutanix solutions here.

AMD EPYC Processors
The EPYC 9004 family of high performance processors provide up to 128 cores per processor to help meet the demands of a wide range of workloads and use cases. High density core counts allow you to reduce the number of servers you need by as much as a five to one ratio when looking at retiring older, inefficient servers and replacing with a new one. Systems based on AMD processors can also be more energy efficient than many competitive processor based systems. For example, running 2000 VMs on 11 2P AMD EPYC 9654 processor-powered servers will use up to 29% less power annually than the 17 2P Intel Xeon Platinum 8490H processor-based servers required to deliver the same performance, while helping reduce CAPEX up to 46%.

Earlier today, NVIDIA happily declared that: "GeForce RTX 50-series laptop pre-orders start February 25 from OEMs." A March launch window was mentioned during the company's official unveiling of its "Blackwell" GPU architecture at CES 2025. Mobile variants of the GeForce RTX 5090, RTX 5080, and RTX 5070 Ti are expected to ship with laptops next month. GeForce RTX 5070 Mobile-equipped devices are due in April. As reported by VideoCardz, a Finnish retailer's webstore has confirmed the February 25 pre-order start date. The Gigantti.fi site lists several new ASUS ROG Zephyrus and Strix laptops; configured with the latest Intel Core Ultra 200HX or AMD "Strix Point/Fire Range" mobile APUs, and NVIDIA GeForce RTX 50-series discrete graphics solutions. The most expensive option is listed with a €5499 price point—interested buyers are looking at a spec that includes a 16-inch OLED screen, Core Ultra 9-285H processor, 32 GB LPDDR5X RAM, 1 TB M.2 PCIe SSD, and a GeForce RTX 5090 32 GB mobile GPU. At the time of writing, Gigantti's "cheapest" option is a €2999 ROG Strix 16 model; sporting a Ryzen 9 9955HX APU and GeForce RTX 5070 Ti 12 GB Mobile GPU.

NVIDIA disclosed official MSRPs during last month's CES presentation: $2199 for RTX 5090, $2199 for RTX 5080, $1599 for RTX 5070 Ti, and $1299 for the RTX 5070. Western press outlets have scouted North American online retail outlets. Tom's Hardware observed (ASUS and HP) price ranges starting at $1800. The most expensive offering came in at $4200; an ultra high-end ROG Strix Scar 18 laptop featuring a GeForce RTX 5090 Mobile GPU and an Intel Core Ultra 9 275HX CPU. Team Green's upcoming launch partners include Acer, ASUS, Dell, Gigabyte, HP, Lenovo, Mechrevo, MSI and Razer. NVIDIA seems to have extra GeForce RTX 50-series announcements in the pipeline—they recommend that potential buyers: "stay tuned for more details!"

Ventiva, the leader in thermal solutions, today announced that its Ventiva ICE9 thermal management suite is being featured in a fan-less proof-of-concept laptop design, powered by Intel Lunar Lake processors at CES. By collaborating with Dell Technologies and Intel on the PC design, this concept introduces a new level of silent productivity for sub-12 mm laptops.

"Ventiva ICE technology offers a revolutionary approach to help achieve thin, light, and silent laptop designs that offer great performance," said Josh Newman, Vice President, Client Computing Group, and General Manager, Product Marketing & Management, Intel. "Intel is excited about the result of the close co-engineering collaboration with Ventiva and Dell Technologies to help ready their technology for future Intel Core Ultra devices."

Dell reveals a new AI PC portfolio built for personal and professional computing. From sleek laptops to powerful workstations and versatile desktops, Dell's new AI PC lineup lets you collaborate, create and drive productivity no matter the location. And now it's easier than ever to find the right device with our new AI PCs unified under the Dell brand.

Why It Matters
The AI PC market is quickly evolving. Silicon innovation is at its strongest and everyone from IT decision makers to professionals and everyday users are looking at on-device AI to help drive productivity and creativity. To make finding the right AI PC easy for customers, we've introduced three simple product categories to focus on core customer needs - Dell (designed for play, school and work), Dell Pro (designed for professional-grade productivity) and Dell Pro Max (designed for maximum performance).

The mobile cavalry has landed with the introduction of Area-51 laptops. These 18-inch and 16-inch laptops have an acute focus on power, performance and innovative engineering in a new otherworldly design language. Like its desktop counterpart, Area-51 laptops are an expression of maximum performance that cater to gamers seeking the preeminent gaming experience.

Armed to the nines with next-gen high-performance technology and enveloped in our brand-new industrial design, Area-51 symbolizes the next act for Alienware.

• Elite Performance: Area-51 unleashes 280 W of power on next-gen NVIDIA graphics and a next-gen Intel Ultra CPU - this is the upper limit of performance on any gaming laptop, period.
• Robust Thermals: A new intricate thermal architecture enables Area-51 to move up to 35% more air through the system while being 15% quieter.
• Sophisticated Design: Area-51 laptop design exudes a mysterious identity that invokes curiosity while elevating comfort and functionality.

Dell is once again raising the bar with innovative new PC monitors that debut world's first technology. Our latest flagship trio showcases industry-leading advancements in color accuracy, eye comfort and audio experience, offering an ideal canvas for creative professionals, engineers, tech enthusiasts or anyone in search of cutting-edge monitors.

With world's first enhanced IPS Black, QD-OLED panel technology, best eye comfort features, AI-enhanced 3D Spatial Sound and more, Dell continues to lead with innovation in the PC monitors space for more than a decade.

Dell Technologies builds on decades of PC innovation with a new, simplified portfolio featuring on-device AI for greater end-user creativity and productivity. To accelerate AI PC adoption across enterprises, Dell also provides developers and IT administrators with the tools to seamlessly build and deploy AI applications to Dell AI PCs.

As the number one provider of commercial AI PCs, Dell expands its portfolio with new product designs, increased performance and battery life, the latest silicon innovation and AI accelerators, and industry-leading capabilities across software, management and sustainability. Dell has unified its brand across PCs, displays, services and accessories to make it even easier for customers to find the right technology solutions they need today and in the future.

Dell laptops are widely considered to be among the best, and the company shows no signs of getting complacent. According to a fresh new leak, Dell is gearing up to announce new 16- and 18-inch workstation laptops, dubbed the Dell Pro Max 16 Plus and the Dell Pro Max 18 Plus. Of course, the naming scheme likely couldn't get any worse, but the leaked specifications certainly do seem enticing.

First and foremost, the laptops will be powered by Intel's upcoming Arrow Lake-HX CPUs, paired with up to an impressive 256 GB of CAMM2 memory. The graphics will be handled by NVIDIA RTX 5000-class GPUs, and the entire system will boast a 170 W and 200 W TDP for the 16- and 18-inch variants respectively. The 18-inch Dell Pro Max will be able to accommodate up to a whopping 16 TB of SSD storage, whereas the 16-inch Dell Pro Max will boast up to 12 TB of SSD storage.

Intel Corporation today announced that Eric Meurice, former president, chief executive officer and chairman of ASML Holding N.V., and Steve Sanghi, chairman and interim chief executive officer of Microchip Technology Inc., have been appointed to Intel's board of directors, effective immediately. Both will serve as independent directors.

"Eric and Steve are highly respected leaders in the semiconductor industry whose deep technical expertise, executive experience and operational rigor make them great additions to the Intel board," said Frank D. Yeary, interim executive chair of the Intel board. "As successful CEOs with proven track records of creating shareholder value, they will bring valuable perspectives to the board as the company delivers on its priorities for customers in Intel Products and Intel Foundry, while driving greater efficiency and improving profitability."

The latest market data from Canalys reveals a complex landscape for AI-capable PCs, with Qualcomm's Snapdragon X platform showing modest growth in the age of AI PC. Despite sequential growth of 180% in Q3 2024, Snapdragon X-powered devices represent less than 1.5% of the Windows market, according to research. Qualcomm managed to sell around 720,000 Snapdragon X devices, which accounts for only 0.8% of all PCs sold in Q3 2024. Microsoft leads the adoption of the Snapdragon X, having integrated the platform across much of its Surface lineup. The broader AI-capable PC market, however, tells a different story. Shipments reached 13.3 million units in Q3 2024, claiming 20% of total PC shipments. Windows devices dominated this category for the first time, securing a 53% market share, driven by the Windows 11 refresh cycle and advances in processor technology.

Canalys also noted some significant challenges ahead. A recent survey indicates hesitancy among channel partners, with 31% planning to avoid Microsoft's Copilot+ PCs in 2025 and 34% expecting these devices to constitute less than 10% of their sales. These premium offerings, which require a minimum of 40 NPU TOPS, are constantly being evaluated over their value proposition. Major manufacturers are pursuing diverse strategies to differentiate themselves. HP focuses on ISV partnerships to enhance AI capabilities, while Lenovo develops proprietary tools like Creator Zone and Lenovo AI Now. Dell and Lenovo are integrating on-device AI within their broader service ecosystems. With Windows 10's end-of-support approaching, manufacturers face pressure to drive upgrades among users with aging devices. The industry's sequential growth of 49% in AI-capable PCs suggests increasing market appetite, though customer adoption of premium AI features remains selective.

Dell Technologies announces financial results for its fiscal 2025 third quarter. Revenue was $24.4 billion, up 10% year over year. Operating income was $1.7 billion and non-GAAP operating income was $2.2 billion, both up 12% year over year. Diluted earnings per share was $1.58, and non-GAAP diluted earnings per share was $2.15, up 16% and 14% year over year, respectively.

"We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of $23.5 billion, up 13% year over year," said Yvonne McGill, chief financial officer, Dell Technologies. "Our continued focus on profitability resulted in EPS growth that outpaced revenue growth, and we again delivered strong cash performance."

Since its introduction, the NVIDIA Hopper architecture has transformed the AI and high-performance computing (HPC) landscape, helping enterprises, researchers and developers tackle the world's most complex challenges with higher performance and greater energy efficiency. During the Supercomputing 2024 conference, NVIDIA announced the availability of the NVIDIA H200 NVL PCIe GPU - the latest addition to the Hopper family. H200 NVL is ideal for organizations with data centers looking for lower-power, air-cooled enterprise rack designs with flexible configurations to deliver acceleration for every AI and HPC workload, regardless of size.

According to a recent survey, roughly 70% of enterprise racks are 20kW and below and use air cooling. This makes PCIe GPUs essential, as they provide granularity of node deployment, whether using one, two, four or eight GPUs - enabling data centers to pack more computing power into smaller spaces. Companies can then use their existing racks and select the number of GPUs that best suits their needs. Enterprises can use H200 NVL to accelerate AI and HPC applications, while also improving energy efficiency through reduced power consumption. With a 1.5x memory increase and 1.2x bandwidth increase over NVIDIA H100 NVL, companies can use H200 NVL to fine-tune LLMs within a few hours and deliver up to 1.7x faster inference performance. For HPC workloads, performance is boosted up to 1.3x over H100 NVL and 2.5x over the NVIDIA Ampere architecture generation.

Dell Technologies (NYSE: DELL) continues to make enterprise AI adoption easier with the Dell AI Factory, expanding the world's broadest AI solutions portfolio.Powerful new infrastructure, solutions and services accelerate, simplify and streamline AI workloads and data management.

"Getting AI up and running across a company can be a real challenge," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. "We're making it easier for our customers with new AI infrastructure, solutions and services that simplify AI deployments, paving the way for smarter, faster ways to work and a more adaptable future."

According to The Information, NVIDIA's latest "Blackwell" processors are reportedly encountering significant thermal management issues in high-density server configurations, potentially affecting deployment timelines for major tech companies. The challenges emerge specifically in NVL72 GB200 racks housing 72 GB200 processors, which can consume up to 120 kilowatts of power per rack, weighting a "mere" 3,000 pounds (or about 1.5 tons). These thermal concerns have prompted NVIDIA to revisit and modify its server rack designs multiple times to prevent performance degradation and potential hardware damage. Hyperscalers like Google, Meta, and Microsoft, who rely heavily on NVIDIA GPUs for training their advanced language models, have allegedly expressed concerns about possible delays in their data center deployment schedules.

The thermal management issues follow earlier setbacks related to a design flaw in the Blackwell production process. The problem stemmed from the complex CoWoS-L packaging technology, which connects dual chiplets using RDL interposer and LSI bridges. Thermal expansion mismatches between various components led to warping issues, requiring modifications to the GPU's metal layers and bump structures. A company spokesperson characterized these modifications as part of the standard development process, noting that a new photomask resolved this issue. The Information states that mass production of the revised Blackwell GPUs began in late October, with shipments expected to commence in late January. However, these timelines are unconfirmed by NVIDIA, and some server makers like Dell confirmed that these GB200 NVL72 liquid-cooled systems are shipping now, not in January, with CoreWave GPU cloud provider as a customer. The original report could be using older information, as Dell is one of NVIDIA's most significant partners and among the first in the supply chain to gain access to new GPU batches.

TrendForce reports that the OLED monitor market is set to receive a boost with the introduction of new 31.5-inch OLED models. Panel makers are focusing on product differentiation and improved specifications, while several gaming brands are aggressively launching new models to capture market share. OLED monitor shipments are projected to reach 1.44 million units in 2024—representing YoY growth of 181%—with strong growth expected to continue in the coming years.

Samsung is expected to secure the top spot owing to strong sales of its 49-inch OLED monitors and a steady pipeline of new product releases. Its 2024 market share is forecast to expand to 31%. LGE, leveraging ample panel resources and continuous product line expansion, is poised to take second place with a projected 19% market share.

Dell Technologies (NYSE: DELL) expands the world's broadest generative AI (GenAI) solutions portfolio with Dell AI Factory additions tailored for AMD environments. These solutions offer enterprises enhanced AI capabilities, including greater scalability and flexibility, to stay competitive in the evolving technology landscape.

"By integrating AMD technology into the latest Dell servers, AI solutions and services through the Dell AI Factory, we're providing the performance and efficiencies enterprises need today and in the future," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. "Together with AMD, we are setting new standards in AI performance, giving enterprises powerful and cost-effective solutions essential for modern data-driven environments."

Samsung is implementing a major workforce realignment to improve operations and increase efficiency. According to a report from Reuters, Samsung has instructed its global subsidiaries to reduce marketing and sales staff by 15% and management personnel by 30% by the end of this year. Of its 267,800 employees worldwide, 147,000 are based overseas, and Samsung's global layoff plan is expected to impact all regions, including Europe, Asia, the Americas, and Africa. The exact motivation behind the layoffs is unclear; one source cites the slowdown in global demand for tech products as a factor, while another suggests Samsung is aiming to increase profits by cutting costs.

Dell is also implementing significant measures, with plans to lay off at least 12,500 employees, approximately 10% of its total workforce. Dell is striving to become "leaner" by overhauling its sales divisions and adopting paperless operations with the help of AI. Job cuts are expected to continue overseas, with U.S. staff members expecting their turn soon. Dell has declined to confirm any numbers regarding the layoffs, particularly those concerning their employees.

Intel recently announced it would offer an extra two-years warranty on its 13th and 14th gen Core CPUs, but it now seems like not all PC makers will follow suit. The Verge contacted 14 major PC makers and got a very mixed response when they asked if these companies would offer extended warranties on systems sold with said processors. It's important to keep in mind that OEM CPUs only come with a 12-month warranty, whereas retail box CPUs from Intel come with a three-year warranty. As such, most PC makers ought to extend the warranty in their systems by a further two years, as per Intel's new warranty terms and some are indeed doing this, while others appear not to.

However, a few companies appear to be offering up to a five-year warranty for the CPU in their system and these companies include Digital Storm, Falcon Northwest iBuyPower and Maingear, so kudos to them for going the extra mile. Corsair and Origin PC—which belongs to Corsair—are offering four years warranty, which is still pretty decent. This is followed by Puget Systems which will offer three years and finally we have Asus and HP which both will offer another two years of warranty, which is in line with what Intel has promised. Dell and its Alienware subsidiary hasn't promised any extended warranties, but will replace faulty CPUs under Intel's extended warranty and will cover any costs related to replacing the CPU, suggesting that they are offering a two-year extension as well.