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Dell building an AI factory with Nvidia
- Havoc 2y agoWhat does an ai factory produce?
- RecycledEle 2y agoWill they will train AIs there, or if they will inference AIs there?
- ryzvonusef 2y agohttps://x.com/MichaelDell/status/1803385185984974941 https://x.com/MichaelDell/status/1803385185984974941 > We’re building a Dell AI factory with @nvidia to power @grok for @xai @elonmusk https://x.com/elonmusk/status/1803429159005241780 https://x.com/elonmusk/status/1803429159005241780 > To be precise, Dell is assembling half of the racks that are going into the supercomputer that xAI is building Dell is in the AI biz now? HP and Lenovo when?
- thelastgallon 2y agoCapitalizing on all the trendy things: nVidia, AI, factory; leveraging Elon Musk.
- ryzvonusef 2y agoI mean, atleast server racks are not a bubble, I guess.
- Arrath 2y ago> Dell is in the AI biz now? No more so than the concrete contractor that poured the slab the datacenter is built on, it sounds like.
- JSDevOps 2y agoConcrete is revolutionizing the AI industry by making sure our robots have a solid foundation to stand on.
- falcor84 2y agoFor what it's worth, I recall a talk by someone at Google, probably about a decade ago, saying that their bottleneck for scaling compute was literally how long it takes to pour concrete for new data centers. I suppose that might have been an exaggeration, but it stuck with me.
- HeatrayEnjoyer 2y agoI wonder if it would be quicker to acquire existing centers or warehouses.
- mrbungie 2y agoThey still will need a lot of materials for adapting those buildings for higher cooling and power needs.
- Arrath 2y agoIt would all come down to the Cost Benefit Analysis, whether retrofitting an e.g. unused warehouse or misc. industrial space to be a datacenter would be more cost effective/time efficient than a brand new building with all the general civil construction & site work that would entail before you even have four walls and a roof.
- mrbungie 2y agoSurely concrete is going to be hell of a constraint for both compute (datacenters) and power for said compute (power plants). And also expect for higher water usage. Interesting times ahead.
- nextworddev 2y agoIt’s in the server assembly business
- BoredPositron 2y agoThat PR department probably did some hefty overtime to rebrand datacentres as AI factories… what the actual fuck.
- rchaud 2y agoIt worked for machine learning when it got rebranded to AI.
- namaria 2y agoI'd say I'm keen for this hype to die down but I'm sure the next one will irk me just as much if not more...
- falcor84 2y agoI'm not familiar with anyone confusing or intentionally conflating the two. From my perspective, it seems that AI still is what it has always been - computer systems set up to perform complex tasks that historically only people could do, whether internally they're based on ML or expert systems, or anything else.
- rchaud 2y agoI can assure that among the many millions using ChatGPT, only a small minority can make that distinction. Most people draw a straight line from LLMs to AGI, but can't tell you how we're supposed to get there. For them, CGPT is sufficiently advanced (opaque) enough to be indistinguishable from magic. And for them, going from CGPT to robot servants and auto-driving cars is but a mere extension of said magic.
- rsynnott 2y agoNah, pretty much everything's getting rebranded as "AI" now. Now, mind you, "ML" was itself largely a rebranding of things which were branded as "AI" prior to the last AI winter; "ML", in the imagination of the PR department, has never been all _that_ well-defined.
- ryzvonusef 2y ago
- chucke1992 2y agoI guess Nvidia's stock will increase higher due to various vendors like Dell trying to enter the AI business.
- nextworddev 2y agoJensen: “every company will be an AI factory and utilize NIMS to accelerate development” Translation without the marketing BS: “every company will fine tune some models and serve them via a containerized serverless deployment”
- rsynnott 2y ago... Oh, an "AI factory" is a _datacenter_. I initially assumed we were talking hyping up industrial robotics. Dell should possibly consider hiring some better marketing people.
- ryzvonusef 2y agohttps://x.com/EdLudlow/status/1803758922182107556 https://x.com/EdLudlow/status/1803758922182107556 >What is an AI Factory? >Here's how @MichaelDell defined it when we spoke in Las Vegas in May: >"An ai factory is really a supply chain that creates intelligence. So if you think about a traditional factory, right, you've got all these ingredients and we know a lot about supply chains. It's kind of what we do, but think about it as a supply chain to create intelligence inside your company. And to do that. It all starts with data, right? If you have no data, you have no A.I., right? If you have bad data, you have bad A.I. So you've got to organize your data. It's something we know a lot about because data equals storage and we store more data than anybody in the world. If you start with the data and then, you know, you, you get into the ecosystem of all the software and the models that you're hearing about, small and large models, the retrieval augmented generation. And of course, it's not just GPUs, it's also the networking and the storage and the memory that come together." >https://youtube.com/watch?v=HcOhAvWF0cc Couldn't be less clear if he tried.
- RecycledEle 2y agoNow that Apple has their model, will all the name brand PC assemblers/makers will start adding "their" AIs as selling points? Will Dell add accelerators to all their PCs and laptops that run Grok and advertise that you need a Dell because it runs Grok?
- RecycledEle 2y agoI was wrong in my guesses. More information is available here: https://www.theregister.com/2024/06/20/musk_dell_supermicro_grok/ https://www.theregister.com/2024/06/20/musk_dell_supermicro_... Dell and SuperMicro are building this for X.