HPE大涨
发表于 ： 04 6月 2024, 15:41
The company called out AI as a chief driver, as cumulative AI systems orders came out to $4.6 billion. Chief Financial Officer Marie Myers spoke of “a pipeline that has…multitudes of the current orders.”
Myers said that AI demand is broadening geographically and in terms of the customer base, while HPE’s expansive portfolio and compute history are resonating with customers.
While current Nvidia Corp. NVDA, +1.25% chips can work with water cooling, Myers thinks direct liquid cooling will become more necessary once the Blackwell line rolls out.
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“That’s going to be a real differentiator for customers because customers will want to go to work with someone where not only do you have the intellectual property and sort of the plumbing, but you’ve got the know-how around how to manage that data-center environment, because these data centers are going to become quite complex to manage,” she told MarketWatch.