Dell Expands AI Offerings With New PCs and NVIDIA-Powered Servers
Dell introduced AI-powered PCs and servers featuring Qualcomm and NVIDIA chips, respectively. The new PCs are available for pre-order, and the servers will launch in late 2024. This move aims to capitalize on the growing AI market and recovering PC demand.
- Dell launched AI-enabled PCs with Qualcomm chips and NVIDIA-compatible servers that will be released in late 2024 to target the growing AI market and recovering PC demand.
- Despite AI server investments expected to exceed $33 billion in 2024, Dell anticipates continued spending on traditional servers, especially among smaller companies.
Dell Technologies has announced a significant expansion in its AI capabilities by introducing new AI-enabled PCs powered by Qualcomm processors and servers equipped with NVIDIA’s latest chips. These announcements were made at an event in Las Vegas on Monday, underscoring Dell’s strategy to capitalize on the growing market for artificial intelligence servers and anticipating a recovery in the PC market after a post-pandemic decline.
The new AI-capable PCs will feature Qualcomm’s Snapdragon X series chips, which include neural processing units (NPUs) dedicated to handling complex AI tasks. Two of the five new PC models are available for pre-order immediately, with the others to be released in the coming months. This launch coincided with Microsoft’s annual Build event, where CEO Satya Nadella introduced “Copilot+” PCs, developed in partnership with Dell, Qualcomm, Intel, and AMD.
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Following the announcement, Qualcomm’s stock increased nearly 2% to a record high, while Dell’s shares dropped by about 2.6%.
In addition to the AI PCs, Dell introduced a new server compatible with NVIDIA’s Blackwell chips, which will be available in the second half of 2024. This server features liquid cooling technology, which is more energy-efficient than traditional air cooling. Arthur Lewis, president of Dell’s infrastructure solutions group, highlighted that these NVIDIA-based servers have become the fastest ramping product in Dell’s history.
According to the International Data Corporation (IDC), spending on AI servers is projected to exceed $33 billion in 2024. Despite the rising investment in AI servers, Dell does not foresee this trend significantly affecting expenditure on traditional servers, particularly among smaller companies still in the early stages of adopting new technologies. This outlook contrasts with the broader market, where there is a shift in focus towards AI servers over traditional ones due to their superior speed and efficiency.
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