How Dell, Lenovo And Supermicro Are Adapting To Nvidias Fast AI Chip Transitions
Summary
But to service the tech industry’s computation needs that Nvidia founder, President and CEO Jensen Huang said are expected to grow substantially due to the rise of AI reasoning models, OEMs like Lenovo, Dell Technologies, Hewlett Packard Enterprise and Supermicro must move faster than ever before to ensure they can release competitive products based on Nvidia’s fast-growing portfolio of AI computing platforms. “What that means is when you look at the segmentation of AI, you have service providers and model builders that lead with time to market with the latest technologies [such as Blackwell],” HPE President and CEO Antonio Neri told CRN in early March. The accelerated road map meant that the company planned to launch the Hopper-based H200, which increased the high-bandwidth memory capacity, in the first half of 2024, roughly a year after the H100’s debut. “I said before that when Blackwell starts shipping in volume, you couldn’t give Hoppers away, and this is what I mean,” said Huang, who jokingly called himself the “chief revenue destroyer” because of his move to publicly shun Hopper-based GPUs. As for how the Chinese tech giant helps its channel partners figure out where to focus, Rozanovich said it comes down to the use case, the technology and how long the hardware will be used before the customer plans to upgrade.