Dell Technologies on Tuesday unveiled a new range of AI-enabled PCs powered by Qualcomm processors and announced the upcoming availability of a server supporting Nvidia’s latest chips.
The announcement came at an event in Las Vegas, signaling Dell’s determination to maintain its position in the lucrative artificial intelligence server market and prepare for a projected rebound in PC demand following a pandemic-induced downturn. The AI-capable PCs are equipped with Qualcomm’s Snapdragon X series chips, featuring neural processing units dedicated to handling complex AI tasks.
Two of the five new PCs introduced by Dell are now available for pre-order, with the remaining models slated for release in the coming months. This unveiling coincided with Microsoft’s annual Build event, where Dell was named among the partners involved in the development of Microsoft's “Copilot+” PCs, alongside Qualcomm, Intel and Advanced Micro Devices.
Following the announcements, Qualcomm’s shares experienced a nearly 2 per cent increase, reaching a record high, while Dell’s shares saw a slight decline of about 2.6 per cent. In addition to the new PCs, Dell also launched its latest server compatible with Nvidia’s Blackwell chips, featuring liquid cooling technology for enhanced efficiency.
Arthur Lewis, president of Dell’s infrastructure solutions group, highlighted the rapid adoption of Dell’s Nvidia-based servers, noting that they represent the fastest-ramping product in the company’s history. Research firm International Data Corporation (IDC) predicts that spending on AI servers will surpass USD 33 billion in 2024.
Despite the significant investment in AI infrastructure, Dell does not anticipate a significant impact on traditional server spending. This is because much of the AI investment comes from smaller companies in the early stages of adopting new technologies, according to Lewis.
