May 20 (Reuters) - Dell Technologies ( DELL ) unveiled a
range of AI-enabled PCs powered by Qualcomm ( QCOM ) processors and said
a new server which supports Nvidia's ( NVDA ) latest chips will
be available from the second half of 2024.
Dell made the announcements at an event in Las Vegas on
Monday, aiming to maintain momentum in the lucrative market for
artificial intelligence servers and bracing for an expected
recovery in the PC market this year after a post-pandemic slump
in orders.
Its AI-capable PCs will come with the Qualcomm
Snapdragon X series chips that feature neural processing
units(NPUs) dedicated to processing complex AI tasks.
Two of the five new PCs can be pre-ordered starting Monday,
with the rest to be made available in the coming months.
The launch comes on the same day Microsoft ( MSFT ) kicked
off its annual Build event, which is expected to feature a new
version of the company's Surface Pro tablet and Surface Laptop,
powered by Qualcomm ( QCOM ) chips based on Arm architecture.
AI SERVER BOOM
Dell on Monday also launched the latest in its line of
servers compatible with Nvidia's ( NVDA ) Blackwell chips. The new server
also offers liquid cooling technology, as opposed to air
cooling, which tends to consume more power.
Arthur Lewis, president of the company's infrastructure
solutions group, told Reuters in an interview that Dell's
Nvidia ( NVDA )-based servers were the fastest ramping product in its
history.
Spending on AI servers is expected to surpass $33 billion in
2024, according to research firm International Data Corporation
(IDC).
With a significant amount of spending coming from relatively
smaller companies that are still in the early stages of adopting
new technologies, Lewis said Dell does not expect AI investments
to significantly hit companies' expenditure on traditional
servers.
This contrasts the wider market which has seen uncertain
demand for traditional servers as enterprises prioritize
spending on speedy AI servers.
Dell is going to report quarterly earnings on May 30, with
analysts expecting both AI PCs and AI servers to help demand for
the company's products.