Huang Renxun: Dell is a key partner for NVIDIA in promoting AI infrastructure
Huang Renxun is impressed by Dell's ability to provide one-stop AI infrastructure capabilities for storage, networking, and computing, which will help NVIDIA tap into more government and enterprise markets in the future
NVIDIA and Dell join forces again.
On the 20th, Dell announced the launch of a series of AI PCs powered by Qualcomm processors and reached a strategic cooperation with NVIDIA.
NVIDIA CEO Jensen Huang stated that the collaboration with Dell will bring artificial intelligence to more customers, helping businesses build their own "AI factories".
Huang said, "We hope to empower every company in the world with the capabilities of generative AI, not just providing a black box, but also offering very complex one-stop AI infrastructure services."
When discussing the new collaboration with Dell, Huang mentioned that partnering with Dell will help companies and government agencies build their own artificial intelligence "factories". Their first batch of customers includes ServiceNow, run by Bill McDermott.
This collaboration with Dell has profound implications for Huang.
As one of the world's largest computing infrastructure providers, Dell serves government agencies and various enterprises—a market that NVIDIA has not directly touched.
NVIDIA aims to diversify its revenue sources.
Although NVIDIA's revenue has increased significantly over the past year, growth is mainly dependent on a few large data center operators. Among them, Microsoft, Meta, Amazon, and Alphabet are its largest customers.
Jensen Huang explained that NVIDIA's future expansion strategy relies on incentivizing more institutions and enterprises to develop their own artificial intelligence capabilities to stimulate demand for NVIDIA products. For this reason, they need Dell's storage, networking, and computing capabilities.
Therefore, Dell has become an indispensable partner for NVIDIA.
Dell's founder, Michael Dell, also chimed in with praise for NVIDIA: "NVIDIA has achieved success because it foresaw the trend of transitioning to artificial intelligence and surpassed all competitors in innovation."
NVIDIA and Dell, one being the third most valuable tech giant after Microsoft and Apple, and the other being a top PC manufacturer, appreciate each other and join forces, making the road to AI broader