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，惠普企業（NYSE：HPE）和英偉達（Nvidia）揭示了一項強大的合作，旨在徹底改變企業人工智能領域。
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安東尼奈裏和NVIDIA Corp（NASDAQ：NVDA）CEO詹森·歡強調了他們的戰略重點，將HPE定位爲企業客戶人工智能解決方案的領導者。
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.
根據摩根大通分析師Samik Chatterjee的說法，HPE和英偉達之間的合作有望爲企業客戶帶來重大價值。通過全面、共同開發的解決方案和強大的支持系統簡化人工智能採用的戰略重點，使兩家公司的未來增長前景看好。
The New Powerhouse: HPE and Nvidia AI Solutions
新能源：HPE和Nvidia的人工智能解決方案
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宣佈了“HPE的NVIDIA AI Computing”，這是一個強大的產品組合，旨在簡化和加速企業級部門的人工智能採用。這一開創性的舉措將Nvidia的尖端計算能力（包括L40S、H100、H200、GH200、GB200）和先進的網絡解決方案（Spectrum-X、InfiniBand）與HPE的服務器和存儲解決方案（ProLiant、Cray）以及HPE的GreenLake雲服務相結合，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.
這一合作的核心是“HPE Private Cloud AI”，Chatterjee表示，它提供了雲般的體驗，爲企業級人工智能工作負載的全生命週期管理。這包括支持推理、微調和檢索增強生成（RAG），同時確保安全、透明度和治理。這些往往是企業客戶的關鍵考慮因素。
Joint Go-to-Market Efforts
共同營銷努力
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還強調，HPE和Nvidia正在大力投資於共同營銷策略，以確保成功滲透市場。這包括旨在增強銷售團隊和渠道合作伙伴技能的人工智能研討會和能力計劃。
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.
早期採用者，如德勤、HCLTech、Infosys Ltd（NYSE：INFY）、TCS和Wipro Ltd（NYSE：WIT），已經加入，凸顯了這一舉措的勢頭。
Strategic Positioning
戰略定位
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認爲，與Nvidia的合作標誌着HPE的重大轉變，HPE在抓住Tier 2雲服務提供商的需求方面落後於競爭對手，如戴爾科技公司（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.
通過結合各自的優勢，HPE和英偉達旨在躍居企業人工智能市場的前沿。
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聯盟在企業人工智能市場上具有強大的影響力。這些科技巨頭將重新定義企業客戶的人工智能解決方案，提供難以忽視的有吸引力的價值主張。