Dell Technologies is one of the largest sellers of server computers, and the company will soon begin shipping devices equipped with Nvidia Blackwell artificial intelligence (AI) accelerators, indicating that production of the chip has returned to normal.
Arthur Lewis, President of Dell's Infrastructure Division, stated in an interview that AI oriented servers equipped with Blackwell chips will be sent to specific customers in November and will be fully launched in early 2025.
The launch of Nvidia's latest generation of advanced semiconductors has attracted close attention from the industry and investors. This product is highly favored and suitable for AI. Earlier this year, the plan was postponed due to engineering issues. In August, Colette Kress, Chief Financial Officer of Nvidia, stated that the company has made changes to improve the production yield of Blackwell chips and expects to accelerate production speed from November.
Dell is focused on expanding its business of selling high-performance servers for AI work. Recently, the company has launched a series of new server and other infrastructure products.
This company, known for its personal computers (PCs), has ushered in a new growth point, and investors are excited about it. As of Tuesday's close, Dell's stock price has risen 68% this year and joined the S&P 500 index in October. However, some analysts have expressed concerns about Dell's profitability in AI products and its competitive position with rivals such as Super Micro Computer.
Arthur Lewis stated that Dell's differences lie in its existing relationships with customers and a wide range of services and products. He added that this is why the company was able to obtain Nvidia chips in advance.
Arthur Lewis said that Nvidia CEO Huang Renxun hopes that his company's chips can be put into use "as soon as possible". "You win customers, you win distribution
