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The Dell PowerEdge R7715 is a 2U single-socket server that punches above its weight. Look at all that Gen5 storage! #Dell #AMD #EPYC #PowerEdge #Servers #DataCenter #PCIEGen5 #NVMe Dell Servers

StorageReview.com

14,648 subscribers

14,016 次观看 • 1 年前 •via X (Twitter)

科学技术 #Dell #AMD #EPYC #PowerEdge #Servers #DataCenter #PCIEGen5 #NVMe

Anya Rossi• Live Now

Private livecam show

9 条评论

Dell Technologies 的头像

Dell Technologies1 年前

All power, no fluff. 🔥

Mike Kirk 的头像

Mike Kirk1 年前

You had room for a stack of hashtags... but didn't include a link to your review? Throw me a bone... ;)

StorageReview.com 的头像

StorageReview.com1 年前

X gets confused sometimes with video and links. But here you go, we did the lifting for you

Heath Muchmore 的头像

Heath Muchmore1 年前

@DellServers It may surprise many people, that server has been available since back in November. Now go look at its big AI brother the XE7745 8xDW GPUs & 122TB of storage. Or it's new HPC/Density buddy the M7725 based systems that pack over 24K x86 cores in to a single rack.

Bex Cran 的头像

Bex Cran1 年前

@DellServers Are those fillers in the empty DIMM slots? Are they to make sure the airflow cools the populated DIMMs?

StorageReview.com 的头像

StorageReview.com1 年前

@DellServers Yes. you're always "supposed" to use them, but in our servers we often lose them over time ;)

🇨🇦 Dajjal Pro Max 🇮🇱 🇵🇸 的头像

🇨🇦 Dajjal Pro Max 🇮🇱 🇵🇸1 年前

@DellServers Such powa!

MasterFung 的头像

MasterFung1 年前

@DellServers I love it

Alex Watila 的头像

Alex Watila1 年前

@DellTech @DellServers SSD?

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At Dell Technologies World, we announced a new generation of storage, compute, cyber resilience and automation built for the modern data center. Jeff Clarke said it plainly—the old operating model no longer exists. Infrastructure must reflect that. Read the press release:

At Dell Technologies World, we announced a new generation of storage, compute, cyber resilience and automation built for the modern data center. Jeff Clarke said it plainly—the old operating model no longer exists. Infrastructure must reflect that. Read the press release:

Dell Technologies

1,530,220 次观看 • 2 个月前

The Week Ahead In Technology for May 18, 2026. $NVDA Wednesday after the bell is the first hard test of whether $725B in 2026 hyperscaler AI capex actually lands in Jensen's revenue line. I'll be at Dell Technologies World in Las Vegas, where Michael Dell 🇺🇸 and Jensen Huang share the keynote stage Monday to likely unveil the next generation of the Dell AI Factory. Watch for the AMD angle too, after Dell's PowerEdge expansion with Instinct earlier this month. $SNPS reports the same evening as NVIDIA, a second read on AI infrastructure design demand. Lenovo Thursday on AI PCs and servers. Intuit on agentic AI in the SMB stack. Carry-over: @CerebrasSystems after its 68% IPO pop and Friday pullback, and the reported clearance of NVIDIA H200 sales to major Chinese hyperscalers following the Beijing summit. Both feed directly into how Jensen frames forward guidance. I'll be on CNBCOvertime right after the NVIDIA b

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Patrick Moorhead

15,566 次观看 • 2 个月前

A 24 BAY DELL POWEREDGE T550 TOWER SERVER FITS IN A HOME OFFICE WITHOUT A RACK, 384TB OF RAW SAS STORAGE HOSTS EVERY OPEN SOURCE LLM EVER RELEASED LOCALLY, THE HOME AI LIBRARY TIER UNDER YOUR MAP 00:25 the reseller spins the chassis around, "it's a 24 bay Dell T550 tower server man, look it's got a boss card for dual NVMe boot SSDs" a refurbished T550 ships at $900-1,100 with single Xeon Silver, 64GB DDR4 ECC and 24 hot swap SAS bays in a tower form factor that fits next to a desk without a server rack 24x 16TB SAS drives at $80 each on eBay equals 384TB raw storage for $1,920, the same array on enterprise Mac Studio Pro tier would cost $35,000 in thunderbolt JBOD enclosures Llama 3.3 70B is 42GB, Qwen3-235B is 110GB, DeepSeek-V3 is 100GB, Mistral Large is 80GB, the entire ollama public model library fits inside 4TB, you can mirror every open weights release for the next decade your map covers compute boxes that swap one model at a time, the T550 is the model warehouse tier that feeds them, a homelab operator wires the tower over 10GbE to a mac mini and the mac never waits 30 seconds to pull a swap the window is open, follow and bookmark before it closes

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Antid

18,445 次观看 • 1 个月前

Among those honored at the TIME100 Philanthropy Impact Dinner this week were Michael Dell, the founder of Dell Computers, and his wife, Susan Dell, who together pledged to give $6.25 billion to seed investment accounts for approximately 25 million children in December––arguably the largest ever donation from Americans to Americans. Susan stressed that talent is untapped all over the world, and that the right opportunity is all that’s needed to unfurl a child’s potential. Michael expanded on his wife’s message, adding that an investment in one person ripples across time and space, touching even more lives. Read more:

Among those honored at the TIME100 Philanthropy Impact Dinner this week were Michael Dell, the founder of Dell Computers, and his wife, Susan Dell, who together pledged to give $6.25 billion to seed investment accounts for approximately 25 million children in December––arguably the largest ever donation from Americans to Americans. Susan stressed that talent is untapped all over the world, and that the right opportunity is all that’s needed to unfurl a child’s potential. Michael expanded on his wife’s message, adding that an investment in one person ripples across time and space, touching even more lives. Read more:

TIME

54,469 次观看 • 2 个月前

🧠 Dell is rethinking what enterprise AI can do — and where it lives. At Dell Tech World, Sam Grocott shared how Dell Technologies is deploying Glean’s Work AI Platform on-prem — blending public LLM intelligence with private infrastructure to power sensitive, high-trust use cases. The result? AI that acts on your behalf to: ✅ Write emails ✅ Prep meetings ✅ Push deals forward — autonomously This is Dell’s vision for agentic AI: a 24/7 teammate driving go-to-market productivity to new heights — securely, efficiently, and always on. Get the full story:

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Six Five Media

92,894 次观看 • 1 年前

Kicking off live at #DellTechWorld with Michael Dell 🇺🇸 Dell 🤩 #theCUBE exclusive In a sit down with Dave Vellante and John Furrier, the Dell Technologies founder and CEO explains the company’s stance on AI agents and the future of business. “I’m fascinated by all this technology and how it allows us to tap into all the knowledge and insight and ideas out there, and expands the creative window and idea window in a big way,” Dell says. “I want us to be super aggressive internally in using that, to be able to engineer products faster and get our releases coming faster, and be able to innovate and bring great improvements to customers, enable our sales force to know more about the solutions we have… and be able to have our supply chain work more effectively,” he furthers. Join our live coverage this week!

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theCUBE

22,278 次观看 • 1 年前

Footage of the shooting Saturday night outside a nightclub in Sanford, Florida, that left 10 people injured. Among the innocent bystanders injured was NFL player Tank Dell of the Houston Texans. Fortunately, all victims, including Tank, are expected to make a full recovery. Florida Rapper Jimbo was also in attendance but escaped unharmed. 16-Year-Old Christopher Bouie. He is charged with: - Possession of a firearm by a minor - Use and display of a firearm during felony - Firing weapon in public property - Attempted homicide Bouie is the alleged shooter that wounded 10 victims including Texans WR Tank Dell. (🎥: HoodnewsGlobal/IG)

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Project Constitution

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122,640 次观看 • 5 个月前

Michael Dell says the fastest way to wreck a company is to fill it with experts. He gets this from Henry Ford. "If I ever want to sabotage my competition, I would fill their ranks with experts. Experts tend to know so much, and they're so convinced that they're right, they'd get no work done." The cost isn't the bad prediction. It's the certainty. An expert who dismisses a new idea costs the company the next ten years of advantage. An expert who locks into a paradigm sees the world the way the paradigm allows. Dell points to AI as the live example. "If you took the top computer scientists and researchers in AI five years ago and said this is what's going to happen with LLMs in the next five years, probably 99 out of 100 would say no, that's not going to happen." The smartest people in the field. The ones with the credentials. The ones running the labs. Wrong. "At the limit, nobody knows anything." Most companies hire experts to remove uncertainty. Dell says the uncertainty is where the company lives. If you want to stop overthinking, and navigate any difficult decision, while supporting our channel... I made a full playbook breaking down the timeless decision-making mental models used by history's greatest thinkers. Comment "models" and follow GeniusThinking so I can DM you a copy. — Michael Dell ( Michael Dell 🇺🇸 ), founder & CEO of Dell Technologies, on David Senra's ( David Senra ) podcast

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28,395 次观看 • 2 个月前

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Six Five Media

12,923 次观看 • 1 年前

Trump just got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?

Trump just got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?

Ricardo

2,095,442 次观看 • 2 个月前

Trump got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?

Trump got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?

Teddy - PolyBackTest.com

21,594 次观看 • 1 个月前

This week on Founder2Founder, Aaron Spivak sits down with Karen Quintos, former CMO and Chief Customer Officer at Dell Technologies. Karen has led at the highest levels of Merck, Citibank, and Dell, navigating billion-dollar decisions while staying anchored in faith, humility, and people-first leadership. They talk through what it really means to lead with integrity at scale, why servant leadership outperforms ego, how to build brands from the inside out, and why success doesn’t have to come at the cost of your soul. This episode is a reminder that the strongest leaders are grounded, patient, and deeply human, and that purpose-driven leadership is immensely strategic. Live now wherever you get your podcasts.

This week on Founder2Founder, Aaron Spivak sits down with Karen Quintos, former CMO and Chief Customer Officer at Dell Technologies. Karen has led at the highest levels of Merck, Citibank, and Dell, navigating billion-dollar decisions while staying anchored in faith, humility, and people-first leadership. They talk through what it really means to lead with integrity at scale, why servant leadership outperforms ego, how to build brands from the inside out, and why success doesn’t have to come at the cost of your soul. This episode is a reminder that the strongest leaders are grounded, patient, and deeply human, and that purpose-driven leadership is immensely strategic. Live now wherever you get your podcasts.

The Founders Club

52,729 次观看 • 6 个月前

.Elon Musk speaking live: “I’m a huge admirer of the innovation coming out of Israel, it is objectively true that Israel punches high above its weight — I think honestly number one in the world… innovation per capita, Israel is by far number one in the world.”

.Elon Musk speaking live: “I’m a huge admirer of the innovation coming out of Israel, it is objectively true that Israel punches high above its weight — I think honestly number one in the world… innovation per capita, Israel is by far number one in the world.”

Michael Granoff

215,352 次观看 • 2 个月前

At Dell Technologies Technologies World 2026, Doug Schmitt made it clear that technology and business model transformation must happen simultaneously. Organizations treating AI as a standalone IT implementation, separate from culture, people, and business strategy, are approaching it the wrong way. Speed is what turns the right foundation into a force multiplier.

At Dell Technologies Technologies World 2026, Doug Schmitt made it clear that technology and business model transformation must happen simultaneously. Organizations treating AI as a standalone IT implementation, separate from culture, people, and business strategy, are approaching it the wrong way. Speed is what turns the right foundation into a force multiplier.

Six Five Media

37,341 次观看 • 1 个月前

Nvidia will now pay you to put a mini AI data center on your house It looks like a normal AC unit in the yard. But inside sits 16 Nvidia Blackwell GPUs and Dell servers. A startup called Span builds them, backed by Nvidia. They bolt onto your home and you get paid for the power and Wi-Fi. Some estimates put that around $1,000 a month in your pocket. That is rent money just for hosting a box outside. Span says it deploys way faster and cheaper than a real data center. The AI boom is literally moving into the suburbs. Save this, the grid is getting rebuilt in real time.

Nvidia will now pay you to put a mini AI data center on your house It looks like a normal AC unit in the yard. But inside sits 16 Nvidia Blackwell GPUs and Dell servers. A startup called Span builds them, backed by Nvidia. They bolt onto your home and you get paid for the power and Wi-Fi. Some estimates put that around $1,000 a month in your pocket. That is rent money just for hosting a box outside. Span says it deploys way faster and cheaper than a real data center. The AI boom is literally moving into the suburbs. Save this, the grid is getting rebuilt in real time.

winkle.

8,382,287 次观看 • 2 个月前

"I think Arm [pivoting to selling chips] is very important, because it confirms the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seeing." — tae kim "Just over the last few months, we have Dell, AMD, and Intel talking about 3-5 year locked-in supply contracts from hyperscalers. So this is a major trend over the next few years." "We're going to see this massive demand for CPUs that people aren't really understanding yet. Because AI agents — the whole thing — require orchestration, tool calls, database queries, web searches. That's all handled by the CPU."

"I think Arm [pivoting to selling chips] is very important, because it confirms the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seeing." — tae kim "Just over the last few months, we have Dell, AMD, and Intel talking about 3-5 year locked-in supply contracts from hyperscalers. So this is a major trend over the next few years." "We're going to see this massive demand for CPUs that people aren't really understanding yet. Because AI agents — the whole thing — require orchestration, tool calls, database queries, web searches. That's all handled by the CPU."

TBPN

52,442 次观看 • 4 个月前