Dell Tackles AI Infrastructure With Disaggregated Servers And Storage
The Next Platform, Tuesday, April 8th, 2025
It is funny how companies can find money - lots of money - when they think IT infrastructure spending can save them money, make them money, or do both at the same time. This is the hope with AI, and everyone is trying to benefit from it in those ways.
GenAI, which is where a lot of the excitement is coming from, is evolving from prompt-and-respond chatty interfaces to more sophisticated AI agents and reasoning models that are more thoughtful and can be entrusted to take actions. These models take more compute than blurty LLMs. In the run up to Nvidia's GPU Technical Conference 2025 last month, IDC analysts released a report showing that AI infrastructure spending worldwide in the first half of 2024 grew to $47.4 billion, a 97 percent increase, and by 2028, it will be well beyond $200 billion. Subsequent to that, IDC said that the broader AI workloads are pushing server and storage spending to incredible highs.
Gartner piped up and cased on what server, storage, services, and software spending on GenAI looks like over the next few years.