Fri Sep 06 02:17:58 UTC 2024: – Wall Street has high expectations for OEMs and ODMs to profit from the GenAI boom by selling GPU-laden systems, but profitability may be challenging
– Making money in HPC has always been difficult, and AI may be no different unless widely adopted by enterprises
– HPE, with a history in HPC, is trying to profit from the AI boom but faces challenges in profitability
– HPE’s AI server business is growing, but margins are not improving
– HPE’s traditional server sales are picking up, providing some profit stability
– HPE’s core systems business is relatively healthy, showing growth in revenues and earnings
– Cloud adoption in the HPC space could impact the industry significantly
– DataStax shifted to the cloud after nine years in business
– The Next Platform is part of the Situation Publishing family and offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds.

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