Artificial intelligence and cutting-edge computing infrastructure are driving a transformation in the tech industry, with companies such as Hewlett Packard Enterprise Co. and Nvidia Corp. leading the charge.

The partnership aims to redefine data management through the use of AI in data centers and enhancing applications, underscoring the vital role of advanced hardware and AI in driving technological innovation and its far-reaching impacts across diverse sectors.

TheCUBE is at HPE Discover, covering topics such as AI in data centers.

“Nothing happens with data without the infrastructure first,” said John Furrier (pictured, left), executive analyst at theCUBE Research. “We’ve been seeing the slowdown on AI value, mainly because enterprise don’t have the gear yet. There’s some developer innovation, but at the end of the day, it’s going to require more compute horsepower, GPU.”

Furrier spoke with Dave Vellante (middle), chief analyst at theCUBE Research, and Rebecca Knight (right), theCUBE co-host, at HPE Discover, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed the transformative impact of AI and advanced computing infrastructure highlighted during HPE Discover’s keynote, focusing on the strategic partnership between HPE and Nvidia to revolutionize data centers and AI applications. (* Disclosure below.)

A historic keynote at Sphere

The first-ever keynote at Sphere was not just a milestone for HPE, but also a significant event for the tech industry. Antonio Neri, HPE’s chief executive officer, delivered a powerful presentation that underscored the company’s commitment to innovation and collaboration with Nvidia.

“I don’t know if you noticed, but there’s a little bit of, ‘This is my living room,’ from Antonio Neri. And then he’s like, ‘nice living room,’” Furrier said. “Jensen Huang was on stage from Nvidia, and the two senior executives, both industry engineers — obviously Jensen Huang deeper on the tech side than Antonio … it was a great moment.”

The HPE and Nvidia alliance aims to leverage Nvidia’s expertise in GPUs and AI to create next-generation computing solutions that can handle the increasing demands of AI workloads. Huang joined Neri on stage to emphasize the importance of this collaboration in driving the AI revolution.

“We’re in a paradigm shift; it’s an industrial revolution,” Furrier said. “Every company wants to use generative AI, but they all need new infrastructure and tools to make it happen. This the in the era of solve that first problem, get the hardware right.”

The future of AI in data centers

The collaboration between HPE and Nvidia is set to revolutionize the data center landscape, bringing supercomputing capabilities to a broader range of enterprises. The “AI factory,” is an important concept, where data centers are equipped with the necessary infrastructure to support AI applications at scale. This includes liquid cooling technologies, which are crucial for maintaining the performance and efficiency of supercomputing systems, according to Vellante.

“You heard this on the earnings call earlier this month; they’re doubling down on liquid cooling,” he said. “Remember they have all these supercomputers and these supercomputers … are all liquid cooled. [Neri] is making the argument that they have differentiation. We’ll see how important that is. I think it’s important in the market.”

The integration of AI in data centers is not without challenges, particularly regarding data privacy and security. Both Neri and Huang acknowledged the need for responsible AI development, emphasizing frameworks that ensure AI systems are private, human-focused and durable.

“I thought that was one of the strongest parts of an Antonio’s keynote, where he said AI is hard and it’s full of risks,” Vellante said. “And he said they’ve been working on this five-point model framework. It’s got to be private. It’s got to be human focused. It’s got to be access for all. It’s got to be responsible. It’s got to be robust and tested in an ongoing way.”

Here’s the complete video interview, part of SiliconANGLE’s and theCUBE Research’s coverage of HPE Discover:

(* Disclosure: TheCUBE is a paid media partner for HPE Discover. Neither HPE and Intel, the primary sponsors of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE