Thinking About AI - Dell, IBM and Nutanix Round Up - Infrastructure Matters, Episode 42
In this episode of Infrastructure Matters, Steven Dickens and Camberley Bates discuss their experiences at various industry events, including Dell, IBM, Nutanix, and Lenovo earnings announcements. They highlight major announcements and key trends, particularly focusing on AI and multicloud. Dell emphasized their AI Factory and PowerStore updates, while IBM focused on hybrid cloud and AI developments through watsonx and AWS partnerships. Nutanix's collaboration with Dell and Lenovo's strong non-PC revenue growth were also discussed. Key Points: Dell Event Highlights: Major focus on AI, with the introduction of the AI Factory and significant updates to PowerStore. IBM Think Conference: Emphasis on hybrid cloud and AI, featuring developments in watsonx and partnerships with AWS. Nutanix and Dell Partnership: Integration of PowerFlex with Nutanix's AHV virtualization offering for scalable solutions. Lenovo Earnings Report: Strong growth in non-PC revenue and expansion in data center and AI solutions. Overall Industry Trends: Shift from AI proof-of-concepts to production deployments and infrastructure focus to support AI workloads and multicloud environments.