Sources
Beth Kindig
Nvidia’s $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025, featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL
The Transcript Dell Exec: "We’ve had six consecutive quarters of sequential growth in servers and four consecutive quarters of year-over-year growth. Customers are modernizing data centers to future-proof workloads." $DELL
- Beth Kindig
Dell $DELL COO Jeff Clarke said last week that Dell has provided “thousands” of GPUs to xAI, saying “We’ve gone from a blank piece of paper to deploying, at scale, tens of thousands of GPUs in a handful of months.” In response, Super Micro CEO Charles Liang said that $SMCI has…
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