Nvidia And Hewlett Packard Join Forces To Dominate Enterprise AI Market: JPMorgan
Nvidia And Hewlett Packard Join Forces To Dominate Enterprise AI Market: JPMorgan
At HPE Discover 2024, Hewlett Packard Enterprise Co (NYSE:HPE) and Nvidia unveiled a powerful collaboration aimed at revolutionizing the enterprise AI landscape.
在HPE Discover 2024上，惠普企业（NYSE：HPE）和英伟达（Nvidia）揭示了一项强大的合作，旨在彻底改变企业人工智能领域。
HPE CEO Antonio Neri and NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huan emphasized their strategic focus on positioning HPE as a leader in AI solutions for enterprise customers.
HPE CEO安东尼奈里和NVIDIA Corp（NASDAQ：NVDA）CEO詹森·欢强调了他们的战略重点，将HPE定位为企业客户人工智能解决方案的领导者。
According to JPMorgan analyst Samik Chatterjee, the collaboration between HPE and Nvidia is poised to deliver significant value to enterprise customers. The strategic focus on simplifying AI adoption through comprehensive, co-developed solutions and robust support systems positions both companies favorably for future growth.
根据摩根大通分析师Samik Chatterjee的说法，HPE和英伟达之间的合作有望为企业客户带来重大价值。通过全面、共同开发的解决方案和强大的支持系统简化人工智能采用的战略重点，使两家公司的未来增长前景看好。
The New Powerhouse: HPE and Nvidia AI Solutions
新能源：HPE和Nvidia的人工智能解决方案
HPE announced "NVIDIA AI Computing by HPE," a robust portfolio designed to simplify and accelerate AI adoption in the enterprise sector. This groundbreaking initiative integrates Nvidia's cutting-edge compute capabilities (including L40S, H100, H200, GH200, GB200) and advanced networking solutions (Spectrum-X, InfiniBand) with HPE's server and storage solutions (ProLiant, Cray), as well as HPE's GreenLake cloud services, Chatterjee noted.
HPE宣布了“HPE的NVIDIA AI Computing”，这是一个强大的产品组合，旨在简化和加速企业级部门的人工智能采用。这一开创性的举措将Nvidia的尖端计算能力（包括L40S、H100、H200、GH200、GB200）和先进的网络解决方案（Spectrum-X、InfiniBand）与HPE的服务器和存储解决方案（ProLiant、Cray）以及HPE的GreenLake云服务相结合，Chatterjee指出。
The centerpiece of this collaboration, "HPE Private Cloud AI," said Chatterjee, offers a cloud-like experience with full life-cycle management for enterprise AI workloads. This includes support for inference, fine-tuning and retrieval-augmented generation (RAG), while ensuring security, transparency and governance. These are often key considerations for enterprise customers.
这一合作的核心是“HPE Private Cloud AI”，Chatterjee表示，它提供了云般的体验，为企业级人工智能工作负载的全生命周期管理。这包括支持推理、微调和检索增强生成（RAG），同时确保安全、透明度和治理。这些往往是企业客户的关键考虑因素。
Joint Go-to-Market Efforts
共同营销努力
Chatterjee also highlighted that HPE and Nvidia are investing heavily in joint go-to-market strategies to ensure successful market penetration. This includes AI workshops and competency programs designed to enhance skills of the sales teams and channel partners.
Chatterjee还强调，HPE和Nvidia正在大力投资于共同营销策略，以确保成功渗透市场。这包括旨在增强销售团队和渠道合作伙伴技能的人工智能研讨会和能力计划。
Early adopters such as Deloitte, HCLTech, Infosys Ltd (NYSE:INFY), TCS and Wipro Ltd (NYSE:WIT) are already on board, highlighting the momentum behind this initiative.
早期采用者，如德勤、HCLTech、Infosys Ltd（NYSE：INFY）、TCS和Wipro Ltd（NYSE：WIT），已经加入，凸显了这一举措的势头。
Strategic Positioning
战略定位
Chatterjee believes the partnership with Nvidia marks a significant shift for HPE, which has lagged behind competitors like Dell Technologies Inc (NYSE:DELL) and Super Micro Computer Inc (NASDAQ:SMCI) in capturing demand from Tier 2 cloud service providers.
Chatterjee认为，与Nvidia的合作标志着HPE的重大转变，HPE在抓住Tier 2云服务提供商的需求方面落后于竞争对手，如戴尔科技公司（NYSE：DELL）和Super Micro Computer Inc（NASDAQ：SMCI）。
By combining their strengths, HPE and Nvidia aim to leapfrog the competition in the enterprise AI market.
通过结合各自的优势，HPE和英伟达旨在跃居企业人工智能市场的前沿。
The HPE-Nvidia alliance represents a formidable force in the enterprise AI market. These tech giants are set to redefine AI solutions for enterprise customers, offering a compelling value proposition that is hard to ignore.
HPE-Nvidia联盟在企业人工智能市场上具有强大的影响力。这些科技巨头将重新定义企业客户的人工智能解决方案，提供难以忽视的有吸引力的价值主张。