POET Technologies Ord Shs POET

Dell's COO comments on Ai server demand:

[prophetoffactz]

@AlphaSenseInc

 

$DELL COO on AI server demand: "First of all, we still believe we're in the very early innings in deployment and enterprise. And we know that as we've surveyed thousands of our Enterprise customers. And we have a pretty good understanding of where they are in their AI journey. And if you think of this as in stages, they are truly what we call Stage 0 and 1, trying to determine what they're going to do, what their strategy is. And a large percentage of our customers are in that state. And I think we have a pretty good understanding of that given our broad market coverage with the largest sales force and technology, reaching down into small businesses and everything up to the large multinationals, we have a pretty good pulse of where enterprises business or commercial customers are in that journey. And that gets us really excited that they all see the opportunity. Many are experimenting, moving to piloting the technology so they can actually take advantage of the opportunities to drive productivity or an advantage with customers or customer servers or what have you. And in doing so, it really brings us tremendous opportunity. We've built professional services to help customers do exactly the 4 things they need to make progress here, build a strategy, help them implement it, ultimately think about how they deploy the model and then adopt it and scale it to get the advantages of it. We've built services around that. We continue to scale that capability. And then because these are very complex systems the ability to engineer and to help our customers integrate these. You just can't put this into a data center. There has to be space. It requires power, in many cases, it requires new forms of cooling, the network interconnect is very complex. The storage subsystems have to be high-speed systems 3-tier architecture systems with the flexibility and efficiency and scale to really run at high performance. That's kind of what we do. We get excited about that opportunity and to help customers really extend from a strategy to implementation to be able to run these at scale and to take advantage of this enormous capability is exciting."