Michael Dell on AI, Innovation, and the Future of Business
Midway through GTC 2025, Pat Moorhead, Founder, CEO, and Chief Analyst at Moor Insights & Strategy, shares his early insights, revealing a landscape buzzing with AI innovation and a clear vision for the future. Pat highlights takeaways from NVIDIA’s latest GPU launches, AI-driven infrastructure, and how Samsung’s advancements with GDDR7, HBM3E, and SOCAMM will impact the next wave of AI.
Key takeaways include:
🔹Hyperscaler Investment Surge: Despite concerns about demand saturation, the reality is a significant increase in computing demand, driven by reasoning engines and agents, leading to rising H100 and H200 prices.
🔹Fueling the AI Ecosystem: Talks underscored the critical role of advanced memory technologies, with next-generation HBM, eSSD, and the collaborative integration of Samsung’s 24Gb GDDR7 DRAM into NVIDIA’s RTX 50 series, driving the future of AI and high-performance computing.
🔹AI Pervasiveness: From data centers to gaming PCs, AI is permeating every aspect of technology. NVIDIA’s messaging from GTC underscored the broad applicability of AI across diverse sectors.
🔹Software Leads the Charge: Contrary to expectations, NVIDIA’s focus was on software, with advancements in CUDA and the introduction of Dynamo, highlighting the critical role of software in enabling AI at scale.
🔹Hardware Innovations: Announcements like Blackwell Ultra, Rubin, and the enterprise data platform, showcase NVIDIA’s commitment to pushing the boundaries of computing, networking, and storage.
🔹Data Management is Key: The introduction of the enterprise data platform addresses a critical challenge for CIOs, highlighting the importance of efficient data management in AI deployments.
Watch the full video above, and be sure to subscribe to our YouTube channel, so you never miss an episode.
Midway through GTC 2025, Pat Moorhead, Founder, CEO, and Chief Analyst at Moor Insights & Strategy, shares his early insights, revealing a landscape buzzing with AI innovation and a clear vision for the future. Pat highlights takeaways from NVIDIA’s latest GPU launches, AI-driven infrastructure, and how Samsung’s advancements with GDDR7, HBM3E, and SOCAMM will impact the next wave of AI.
Key takeaways include:
🔹Hyperscaler Investment Surge: Despite concerns about demand saturation, the reality is a significant increase in computing demand, driven by reasoning engines and agents, leading to rising H100 and H200 prices.
🔹Fueling the AI Ecosystem: Talks underscored the critical role of advanced memory technologies, with next-generation HBM, eSSD, and the collaborative integration of Samsung’s 24Gb GDDR7 DRAM into NVIDIA’s RTX 50 series, driving the future of AI and high-performance computing.
🔹AI Pervasiveness: From data centers to gaming PCs, AI is permeating every aspect of technology. NVIDIA’s messaging from GTC underscored the broad applicability of AI across diverse sectors.
🔹Software Leads the Charge: Contrary to expectations, NVIDIA’s focus was on software, with advancements in CUDA and the introduction of Dynamo, highlighting the critical role of software in enabling AI at scale.
🔹Hardware Innovations: Announcements like Blackwell Ultra, Rubin, and the enterprise data platform, showcase NVIDIA’s commitment to pushing the boundaries of computing, networking, and storage.
🔹Data Management is Key: The introduction of the enterprise data platform addresses a critical challenge for CIOs, highlighting the importance of efficient data management in AI deployments.
Watch the full video above, and be sure to subscribe to our YouTube channel, so you never miss an episode.
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