The world's top provider of AI-centric infrastructure, Dell Technologies, 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.

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.

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

Intel Corporation today reported fourth-quarter and full-year 2024 financial results. "The fourth quarter was a positive step forward as we delivered revenue, gross margin and EPS above our guidance," said Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products. "Our renewed focus on strengthening and simplifying our product portfolio, combined with continued progress on our process roadmap, is positioning us to better serve the needs of our customers. Dave and I are taking actions to enhance our competitive position and create shareholder value."

"The cost reduction plan we announced last year to improve the trajectory of the company is having an impact," said David Zinsner, interim co-CEO and chief financial officer of Intel. "We are fostering a culture of efficiency across the business while driving toward greater returns on our invested capital and improved profitability. Our Q1 outlook reflects seasonal weakness magnified by macro uncertainties, further inventory digestion and competitive dynamics. We will remain highly focused on execution to build on our progress and unlock value."

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."

Dell Technologies is strengthening its collaboration with NVIDIA to help enterprises adopt AI technologies. By expanding the Dell Generative AI Solutions portfolio, including with the new Dell AI Factory with NVIDIA, organizations can accelerate integration of their data, AI tools and on-premises infrastructure to maximize their generative AI (GenAI) investments. "Our enterprise customers are looking for an easy way to implement AI solutions—that is exactly what Dell Technologies and NVIDIA are delivering," said Michael Dell, founder and CEO, Dell Technologies. "Through our combined efforts, organizations can seamlessly integrate data with their own use cases and streamline the development of customized GenAI models."

"AI factories are central to creating intelligence on an industrial scale," said Jensen Huang, founder and CEO, NVIDIA. "Together, NVIDIA and Dell are helping enterprises create AI factories to turn their proprietary data into powerful insights."

A collaboration including Intel, Dell Technologies, Nvidia and the Ohio Supercomputer Center (OSC), today introduces Cardinal, a cutting-edge high-performance computing (HPC) cluster. Purpose-built to meet the increasing demand for HPC resources in Ohio across research, education and industry innovation, particularly in artificial intelligence (AI).

AI and machine learning are integral tools in scientific, engineering and biomedical fields for solving complex research inquiries. As these technologies continue to demonstrate efficacy, academic domains such as agricultural sciences, architecture and social studies are embracing their potential. Cardinal is equipped with the hardware capable of meeting the demands of expanding AI workloads. In both capabilities and capacity, the new cluster will be a substantial upgrade from the system it will replace, the Owens Cluster launched in 2016.

Generative AI (GenAI) is the decade's most promising accelerator for innovation with 78% of IT decision makers reporting they're largely excited for the potential GenAI can have on their organizations.¹ Most see GenAI as a means to provide productivity gains, streamline processes and achieve cost savings. Harnessing this technology is critical to ensure organizations can compete in this new digital era.

Dell Technologies and AMD are coming together to unveil an expansion to the Dell Generative AI Solutions portfolio, continuing the work of accelerating advanced workloads and offering businesses more choice to continue their unique GenAI journeys. This new technology highlights a pivotal role played by open ecosystems and silicon diversity in empowering customers with simple, trusted and tailored solutions to bring AI to their data.

Dell Technologies announces financial results for its fiscal 2024 third quarter. Revenue was $22.3 billion, down 10% year-over-year. The company generated operating income of $1.5 billion and non-GAAP operating income of $2 billion, down 16% and 17% year-over-year, respectively. Diluted earnings per share was $1.36, and non-GAAP diluted earnings per share was $1.88. Cash flow from operations for the third quarter was $2.2 billion, driven by profitability and strong working capital performance. The company has generated $9.9 billion of cash flow from operations throughout the last 12 months.

Dell ended the quarter with remaining performance obligations of $39 billion, recurring revenue of $5.6 billion, up 4% year-over-year, and deferred revenue of $29.1 billion, up 7% year-over-year, primarily due to increases in software and hardware maintenance agreements. The company's cash and investment balance was $9.9 billion.

Dell Technologies and Imbue, an independent AI research company, have entered into a $150 million agreement to build a new high-performance computing cluster for training foundation models optimized for reasoning. Imbue is one of the few independent AI labs that develops its own foundation models, and trains them to have more advanced reasoning capabilities—like knowing when to ask for more information, analyzing and critiquing their own outputs, or breaking down a difficult goal into a plan and then executing on it. Imbue trains AI agents on top of those models that can do work for people across diverse fields in ways that are robust, safe, and useful. Imbue's goal is to create practical tools for building agents that could enable workers across a broad set of domains, including helping engineers write new code, analysts understand and draft complex policy proposals, and much more.

Dell Technologies, Intel and the University of Cambridge announce the deployment of the co-designed Dawn Phase 1 supercomputer. Leading technical teams built the U.K.'s fastest AI supercomputer that harnesses the power of both artificial intelligence (AI) and high performance computing (HPC) to solve some of the world's most pressing challenges. This sets a clear way forward for future U.K. technology leadership and inward investment into the U.K. technology sector. Dawn kickstarts the recently launched U.K. AI Research Resource (AIRR), which will explore the viability of associated systems and architectures. Dawn brings the U.K. closer to reaching the compute threshold of a quintillion (1018) floating point operations per second - one exaflop, better known as exascale. For perspective: Every person on earth would have to make calculations 24 hours a day for more than four years to equal a second's worth of processing power in an exascale system.

"Dawn considerably strengthens the scientific and AI compute capability available in the U.K., and it's on the ground, operational today at the Cambridge Open Zettascale Lab. Dell PowerEdge XE9640 servers offer a no-compromises platform to host the Intel Data Center GPU Max Series accelerator, which opens up the ecosystem to choice through oneAPI. I'm very excited to see the sorts of early science this machine can deliver and continue to strengthen the Open Zettascale Lab partnership between Dell Technologies, Intel and the University of Cambridge, and further broaden that to the U.K. scientific and AI community," said Adam Roe, EMEA HPC technical director at Intel.

Dell Technologies expands its Dell Generative AI Solutions portfolio, helping businesses transform how they work along every step of their generative AI (GenAI) journeys. "To maximize AI efforts and support workloads across public clouds, on-premises environments and at the edge, companies need a robust data foundation with the right infrastructure, software and services," said Jeff Boudreau, chief AI officer, Dell Technologies. "That's what we are building with our expanded validated designs, professional services, modern data lakehouse and the world's broadest GenAI solutions portfolio."

Customizing GenAI models to maximize proprietary data
The Dell Validated Design for Generative AI with NVIDIA for Model Customization offers pre-trained models that extract intelligence from data without building models from scratch. This solution provides best practices for customizing and fine-tuning GenAI models based on desired outcomes while helping keep information secure and on-premises. With a scalable blueprint for customization, organizations now have multiple ways to tailor GenAI models to accomplish specific tasks with their proprietary data. Its modular and flexible design supports a wide range of computational requirements and use cases, spanning training diffusion, transfer learning and prompt tuning.

Dell Technologies announces financial results for its fiscal 2024 second quarter. Revenue was $22.9 billion, down 13% year-over-year and up 10% sequentially. The company generated operating income of $1.2 billion and non-GAAP operating income of $2 billion, down 8% and up 1% year-over-year, respectively. Diluted earnings per share was $0.63, and non-GAAP diluted earnings per share was $1.74, down 7% and up 4% year-over-year, respectively. Cash flow from operations for the second quarter was $3.2 billion, driven by working capital improvements, sequential growth and profitability. The company has generated $8.1 billion of cash flow from operations throughout the last 12 months.

Dell ended the quarter with remaining performance obligations of $39 billion, recurring revenue of $5.6 billion, up 8% year-over-year, and deferred revenue of $30.3 billion, up 8% year-over-year, primarily due to increases in service and software maintenance agreements. Cash and investments were $9.9 billion, and the company returned $525 million to shareholders in the second quarter through share repurchases and dividends.

What's New: As part of a collaboration with Intel and Dell Technologies, the United Kingdom Atomic Energy Authority (UKAEA) and the Cambridge Open Zettascale Lab plan to build a "digital twin" of the Spherical Tokamak for Energy Production (STEP) prototype fusion power plant. The UKAEA will utilize the lab's supercomputer based on Intel technologies, including 4th Gen Intel Xeon Scalable processors, distributed asynchronous object storage (DAOS) and oneAPI tools to streamline the development and delivery of fusion energy to the grid in the 2040s.

"Planning for the commercialization of fusion power requires organizations like UKAEA to utilize extreme amounts of computational resources and artificial intelligence for simulations. These HPC workloads may be performed using a variety of different architectures, which is why open software solutions that optimize performance needs can lend portability to code that isn't available in closed, proprietary systems. Overall, advanced hardware and software can make the journey to commercial fusion power lower risk and accelerated - a key benefit on the path to sustainable energy."—Adam Roe, Intel EMEA HPC technical director

Dell Technologies and NVIDIA announce a joint initiative to make it easier for businesses to build and use generative AI models on-premises to quickly and securely deliver better customer service, market intelligence, enterprise search and a range of other capabilities. Project Helix will deliver a series of full-stack solutions with technical expertise and pre-built tools based on Dell and NVIDIA infrastructure and software. It includes a complete blueprint to help enterprises use their proprietary data and more easily deploy generative AI responsibly and accurately.

"Project Helix gives enterprises purpose-built AI models to more quickly and securely gain value from the immense amounts of data underused today," said Jeff Clarke, vice chairman and co-chief operating officer, Dell Technologies. "With highly scalable and efficient infrastructure, enterprises can create a new wave of generative AI solutions that can reinvent their industries."

"We are at a historic moment, when incredible advances in generative AI are intersecting with enterprise demand to do more with less," said Jensen Huang, founder and CEO, NVIDIA. "With Dell Technologies, we've designed extremely scalable, highly efficient infrastructure that enables enterprises to transform their business by securely using their own data to build and operate generative AI applications."

Dell Technologies expands the industry's top selling server portfolio, with an additional 13 next-generation Dell PowerEdge servers, designed to accelerate performance and reliability for powerful computing across core data centers, large-scale public clouds and edge locations. Next-generation rack, tower and multi-node PowerEdge servers, with 4th Gen Intel Xeon Scalable processors, include Dell software and engineering advancements, such as a new Smart Flow design, to improve energy and cost efficiency. Expanded Dell APEX capabilities will help organizations take an as-a-Service approach, allowing for more effective IT operations that make the most of compute resources while minimizing risk.

"Customers come to Dell for easily managed yet sophisticated and efficient servers with advanced capabilities to power their business-critical workloads," said Jeff Boudreau, president and general manager, Infrastructure Solutions Group, Dell Technologies. "Our next-generation Dell PowerEdge servers offer unmatched innovation that raises the bar in power efficiency, performance and reliability while simplifying how customers can implement a Zero Trust approach for greater security throughout their IT environments."

Goldkey Technology Corporation (TPEx : 3135), aka "Neo Forza", offers products and solutions marketed under the label Neo Forza successfully completed qualification of its server modules with Dell PowerEdge R650 and R750 series servers, which DELL loaned to Neo Forza. Following successful qualification, Neo Forza announces commercial and industrial channel partner availability of Neo Forza DDR4 RDIMM server memory in adherence to industry qualifications, ranging from DDR4 2133MT/s to 3200MT/s.

"Data center staff need to maximize platform performance and extend platform longevity. Neo Forza's qualified DDR4 server memory assures these factors are met cost-effectively," said Jess Kung, vice president of sales. "Goldkey Technology Corporation has been on the forefront of the memory industry and is an integrated-circuit (I/C) specialist with technical acumen of more than 15 years. The successful qualification program amplifies our intrinsic value to our global customers."

NVIDIA today announced a new data center solution with Dell Technologies designed for the era of AI, bringing state-of-the-art AI training, AI inference, data processing, data science and zero-trust security capabilities to enterprises worldwide. The solution combines Dell PowerEdge servers with NVIDIA BlueField DPUs, NVIDIA GPUs and NVIDIA AI Enterprise software, and is optimized for VMware vSphere 8 enterprise workload platform, also announced today.

"AI and zero-trust security are powerful forces driving the world's enterprises to rearchitect their data centers as computing and networking workloads are skyrocketing," said Manuvir Das, head of Enterprise Computing at NVIDIA. "VMware vSphere 8 offloads, accelerates, isolates and better secures data center infrastructure services onto the NVIDIA BlueField DPU, and frees the computing resources to process the intelligence factories of the world's enterprises."

The 58th annual edition of the TOP500 saw little change in the Top10. The Microsoft Azure system called Voyager-EUS2 was the only machine to shake up the top spots, claiming No. 10. Based on an AMD EPYC processor with 48 cores and 2.45GHz working together with an NVIDIA A100 GPU and 80 GB of memory, Voyager-EUS2 also utilizes a Mellanox HDR Infiniband for data transfer.

While there were no other changes to the positions of the systems in the Top10, Perlmutter at NERSC improved its performance to 70.9 Pflop/s. Housed at the Lawrence Berkeley National Laboratory, Perlmutter's increased performance couldn't move it from its previously held No. 5 spot.

The U.S. Department of Energy's (DOE's) National Nuclear Security Administration (NNSA) selected next-generation Intel Xeon Scalable processors (code-named "Sapphire Rapids") to power the supercomputers used within NNSA's Life Extension Program for mission-critical efforts in stockpile stewardship. The NNSA's Lawrence Livermore National Laboratory awarded a subcontract to Dell Technologies to supply the Intel-powered computing systems that will be deployed at the NNSA's Tri-Labs (Lawrence Livermore National Laboratory, Los Alamos National Laboratory and Sandia National Laboratories).

Today's news supports the NNSA's Advanced Simulation and Computing (ASC) program operated at the NNSA's Tri-Labs. The Commodity Technology Systems contract (CTS-2) awarded today will enable these three national laboratories to build more powerful, energy-efficient computing systems that will focus on performing extensive modeling and simulation capabilities in support of NNSA's stockpile stewardship program.

At this year's International Supercomputing 2021 digital event, AMD (NASDAQ: AMD) is showcasing momentum for its AMD EPYC processors and AMD Instinct accelerators across the High Performance Computing (HPC) industry. The company also outlined updates to the ROCm open software platform and introduced the AMD Instinct Education and Research (AIER) initiative. The latest Top500 list showcased the continued growth of AMD EPYC processors for HPC systems. AMD EPYC processors power nearly 5x more systems compared to the June 2020 list, and more than double the number of systems compared to November 2020. As well, AMD EPYC processors power half of the 58 new entries on the June 2021 list.

"High performance computing is critical to addressing the world's biggest and most important challenges," said Forrest Norrod, senior vice president and general manager, data center and embedded systems group, AMD. "With our AMD EPYC processor family and Instinct accelerators, AMD continues to be the partner of choice for HPC. We are committed to enabling the performance and capabilities needed to advance scientific discoveries, break the exascale barrier, and continue driving innovation."

AMD today announced its 3rd generation EPYC (7003 series) enterprise processors, codenamed "Milan." These processors combine up to 64 of the company's latest "Zen 3" CPU cores, with an updated I/O controller die, and promise significant performance uplifts and new security capabilities over the previous generation EPYC 7002 "Rome." The "Zen 3" CPU cores, AMD claims, introduce an IPC uplift of up to 19% over the previous generation, which when combined by generational increases in CPU clock speeds, bring about significant single-threaded performance increases. The processor also comes with large multi-threaded performance gains thanks to a redesigned CCD.

The new "Zen 3" CPU complex die (CCD) comes with a radical redesign in the arrangement of CPU cores, putting all eight CPU cores of the CCD in a single CCX, sharing a large 32 MB L3 cache. This the total amount of L3 cache addressable by a CPU core, and significantly reduces latencies for multi-threaded workloads. The "Milan" multi-chip module has up to eight such CCDs talking to a centralized server I/O controller die (sIOD) over the Infinity Fabric interconnect.

The 56th edition of the TOP500 saw the Japanese Fugaku supercomputer solidify its number one status in a list that reflects a flattening performance growth curve. Although two new systems managed to make it into the top 10, the full list recorded the smallest number of new entries since the project began in 1993.

The entry level to the list moved up to 1.32 petaflops on the High Performance Linpack (HPL) benchmark, a small increase from 1.23 petaflops recorded in the June 2020 rankings. In a similar vein, the aggregate performance of all 500 systems grew from 2.22 exaflops in June to just 2.43 exaflops on the latest list. Likewise, average concurrency per system barely increased at all, growing from 145,363 cores six months ago to 145,465 cores in the current list.

At the European launch in Rome, Italy AMD today highlighted the growing adoption of 2nd Gen AMD EPYC processors across cloud, enterprise and HPC customers. "Today, we are proud to have new platforms from Dell and new customers adopting 2nd Gen AMD EPYC for cloud, enterprise computing and HPC," said Forrest Norrod, senior vice president and general manager, Datacenter and Embedded Solutions Business Group. "We continue to take the AMD EPYC processor to new heights and are thrilled to have the ecosystem supporting us across hardware, software and cloud providers as we face the challenges of the modern data center head-on."

AMD also announced a new addition to the 2nd Generation AMD EPYC family, the AMD EPYC 7H12 processor. The 64 core/128 thread, 2.60 GHz base frequency, 3.30 GHz max boost frequency, 280 W TDP processor is specifically built for HPC customers and workloads, using liquid cooling to deliver leadership supercomputing performance. In an ATOS testing on their BullSequana XH2000, the new AMD EPYC 7H12 processor achieved a LINPACK score of ~ 4.2 TeraFLOPS, ~11% better than the AMD EPYC 7742 processor.

Fueling the growth of AI services worldwide, NVIDIA today launched an AI data center platform that delivers the industry's most advanced inference acceleration for voice, video, image and recommendation services. The NVIDIA TensorRT Hyperscale Inference Platform features NVIDIA Tesla T4 GPUs based on the company's breakthrough NVIDIA Turing architecture and a comprehensive set of new inference software.

Delivering the fastest performance with lower latency for end-to-end applications, the platform enables hyperscale data centers to offer new services, such as enhanced natural language interactions and direct answers to search queries rather than a list of possible results. "Our customers are racing toward a future where every product and service will be touched and improved by AI," said Ian Buck, vice president and general manager of Accelerated Business at NVIDIA. "The NVIDIA TensorRT Hyperscale Platform has been built to bring this to reality - faster and more efficiently than had been previously thought possible."