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Nvidia And Hewlett Packard Join Forces To Dominate Enterprise AI Market: JPMorgan

Nvidia And Hewlett Packard Join Forces To Dominate Enterprise AI Market: JPMorgan

英偉達和惠普聯手進軍企業人工智能市場:摩根大通
Benzinga ·  06/20 20:25

At HPE Discover 2024, Hewlett Packard Enterprise Co (NYSE:HPE) and Nvidia unveiled a powerful collaboration aimed at revolutionizing the enterprise AI landscape.

在HPE Discover 2024上,慧與科技(NYSE:HPE)和英偉達(NASDAQ:NVDA)推出了一項強大的合作項目,旨在徹底改變企業人工智能領域。

HPE CEO Antonio Neri and NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huan emphasized their strategic focus on positioning HPE as a leader in AI solutions for enterprise customers.

HPE首席執行官安東尼奧·內裏和英偉達首席執行官Jensen Huan強調了他們在戰略上將HPE定位爲企業客戶人工智能解決方案領域領導者的重點。

According to JPMorgan analyst Samik Chatterjee, the collaboration between HPE and Nvidia is poised to deliver significant value to enterprise customers. The strategic focus on simplifying AI adoption through comprehensive, co-developed solutions and robust support systems positions both companies favorably for future growth.

根據JPMorgan分析師Samik Chatterjee的說法,慧與科技和英偉達之間的合作有望爲企業客戶帶來重要價值。通過共同開發全面的解決方案和強大的支持系統,以簡化人工智能的採用,這一戰略重點爲兩家公司的未來增長做好了準備。

Also Read: Hewlett Packard Enterprise, Accenture And 3 Stocks To Watch Heading Into Thursday\

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The New Powerhouse: HPE and Nvidia AI Solutions

新的強大力量:慧與科技和英偉達人工智能解決方案

HPE announced "NVIDIA AI Computing by HPE," a robust portfolio designed to simplify and accelerate AI adoption in the enterprise sector. This groundbreaking initiative integrates Nvidia's cutting-edge compute capabilities (including L40S, H100, H200, GH200, GB200) and advanced networking solutions (Spectrum-X, InfiniBand) with HPE's server and storage solutions (ProLiant, Cray), as well as HPE's GreenLake cloud services, Chatterjee noted.

HPE宣佈“NVIDIA AI Computing by HPE”,這是一個強大的組合,旨在簡化和加速企業領域的人工智能採用。這項創新性舉措將英偉達尖端的計算能力(包括L40S、H100、H200、GH200、GB200)和先進的網絡解決方案(Spectrum-X、InfiniBand)與HPE的服務器和存儲解決方案(ProLiant、Cray)以及HPE的GreenLake雲服務相結合,Chatterjee指出。

The centerpiece of this collaboration, "HPE Private Cloud AI," said Chatterjee, offers a cloud-like experience with full life-cycle management for enterprise AI workloads. This includes support for inference, fine-tuning and retrieval-augmented generation (RAG), while ensuring security, transparency and governance. These are often key considerations for enterprise customers.

這項合作的核心“HPE Private Cloud AI”,Chatterjee說,爲企業AI工作負載提供了雲式體驗、全生命週期管理,支持推理、微調和檢索增強生成(RAG),同時確保安全、透明和治理,這通常是企業客戶的關鍵考慮因素。

Joint Go-to-Market Efforts

聯合市場營銷努力

Chatterjee also highlighted that HPE and Nvidia are investing heavily in joint go-to-market strategies to ensure successful market penetration. This includes AI workshops and competency programs designed to enhance skills of the sales teams and channel partners.

Chatterjee還強調慧與科技和英偉達正大量投資於聯合市場營銷策略,以確保成功地滲透市場。這包括旨在增強銷售團隊和渠道夥伴技能的人工智能研討會和能力計劃。

Early adopters such as Deloitte, HCLTech, Infosys Ltd (NYSE:INFY), TCS and Wipro Ltd (NYSE:WIT) are already on board, highlighting the momentum behind this initiative.

早期採用者,如德勤、HCLTech、印孚瑟斯(NYSE:INFY)、TCS和wipro(NYSE:wit)已經加入,突顯了這項創新舉措背後的發展勢頭。

Strategic Positioning

戰略定位

Chatterjee believes the partnership with Nvidia marks a significant shift for HPE, which has lagged behind competitors like Dell Technologies Inc (NYSE:DELL) and Super Micro Computer Inc (NASDAQ:SMCI) in capturing demand from Tier 2 cloud service providers.

Chatterjee認爲,與英偉達的合作標誌着慧與科技的重大轉變,慧與科技在捕捉來自第二層雲服務提供商的需求方面落後於競爭對手如戴爾公司(Dell Technologies Inc,NYSE:DELL)和超微電腦公司(Super Micro Computer Inc,NASDAQ:SMCI)。

By combining their strengths, HPE and Nvidia aim to leapfrog the competition in the enterprise AI market.

通過合併各自的優勢,慧與科技和英偉達旨在在企業人工智能市場中躍升,超越競爭對手。

The HPE-Nvidia alliance represents a formidable force in the enterprise AI market. These tech giants are set to redefine AI solutions for enterprise customers, offering a compelling value proposition that is hard to ignore.

HPE-Nvidia聯盟在企業人工智能市場上代表着一股強大的力量。這些科技巨頭將重新定義企業客戶的人工智能解決方案,提供一個難以忽視的有吸引力的價值主張。

Photo: Shutterstock

Photo: shutterstock

譯文內容由第三人軟體翻譯。


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