Guangzhou Finance App learned that Dell Technologies (DELL.US), one of the world's largest server sellers, will soon begin shipping devices equipped with Nvidia (NVDA.US) Blackwell AI accelerators, indicating the chip's production has resumed as planned.

Dell's President of Infrastructure Division, Arthur Lewis, stated in an interview that next month, they will ship ai-focused servers equipped with Blackwell chips to some customers, and will launch them globally in early 2025.

Nvidia's latest generation of advanced semiconductors for artificial intelligence has been closely watched by the industry and investors. Earlier this year, the plan was delayed due to engineering issues. In August, Nvidia's CFO Colette Kress stated that the company has made changes to increase production of the Blackwell chips, expecting production speeds to accelerate starting in November.

Dell is focused on expanding its business of selling high-performance servers for AI work. On Tuesday, the company launched a range of new servers and other infrastructure products.

Investors are excited about the growth prospects for this company known for PCs. As of the close on Tuesday, Dell's stock price has risen 68% year to date and was included in the s&p 500 index last month. However, some analysts still have concerns about Dell's profitability with AI products and its competitive position against competitors such as Super Micro Computer (SMCI.US).

Lewis pointed out that Dell's unique advantage lies in its existing relationships with customers and extensive services and products. He added that this is why the company was able to obtain Nvidia chips early.

Lewis said that Jensen Huang, the CEO of Nvidia, wants his company's chips to be deployed "as soon as possible." "You win the customer, you win the quota."