What to expect during SC24: Join theCUBE Nov. 19-21
High-performance computing, storage and networking are reshaping industries and pushing limits. As advanced AI and analytics continue to integrate into these fields, emerging solutions are optimizing everything from data to infrastructure, and SC24 AI infrastructure updates promise to bring even more clarity.
This year’s SC24 is set to explore the latest developments in networking, storage and beyond. The event has turned into an AI infrastructure event, bringing together the HPC and AI worlds, according to John Furrier, executive analyst at theCUBE Research.
“It’s been happening over the past three years, and now it’s in full blossom mode,” he said. “AI infrastructure hopes to democratize HPC and supercomputing for the masses. What was once a distinct vertical market is now a horizontal industry show that will serve the big cloud players, large enterprises and growing new startups. It’s one of the most exciting shows of the year.”
Those developments will be a key area of interest during the SC24 event, which will provide the industry with a chance to learn more about use cases from the sector’s major players, such as Dell Technologies Inc., Hewlett Packard Enterprise Co. and IBM Corp. Analysts with theCUBE will discuss the latest SC24 AI infrastructure advancements while talking with industry executives and thought leaders. Join theCUBE from Nov. 19 to 21 for our exclusive coverage of the SC24 event live on theCUBE, SiliconANGLE Media’s livestreaming studio. (* Disclosure below.)
Hardware strategy results
Earlier this year, Dell saw booming sales of servers for artificial intelligence workloads, which led to its stock rising. It indicated that Dell was executing its plan perfectly, according to Dave Vellante, chief research analyst at theCUBE Research.
“The AI server business is growing dramatically, and its pipeline is now several multiples of the backlog, which is approaching $4 billion,” Vellante said in August. “This contributed to 9% year-over-year top-line revenue growth and puts Dell back into $100 billion revenue run-rate territory.”
Other major players, including IBM, remain optimistic that AI will drive future growth. In kicking off the tech sector’s quarterly earnings season in late October, IBM said its generative AI business now accounts for about $3 billion in bookings, up from $2 billion last quarter.
“We are very focused on ensuring we get an early lead position and establish IBM consulting as a strategic provider of choice for gen AI,” Chief Financial Officer James Kavanaugh said in October. “This is a long-term growth factor with a multiplier effect across our software, our platforms and our infrastructure.”
SC24 AI infrastructure updates
Over the past year, the sector’s major players have continued to unveil new hardware solutions aimed at supporting AI workloads and scalable infrastructure for HPC environments. In March, Dell unveiled an expanded infrastructure portfolio with Nvidia Corp.-powered AI platforms.
While in recent times almost all of the focus has been on doing gen AI in the cloud, there’s been a shift, according to Bob O’Donnell, president and chief analyst at TECHnalysis Research LLC. Dell has sought to integrate compute, storage and networking for seamless hybrid AIOps.
“I think the story that Dell started to tell is, ‘Hey, wait a minute. Maybe we can do some of this sort of stuff on-prem.’ The basic message … is ‘Why move your data to the AI? Why not move the AI to your data?’ The vast majority of most organizations’ data is still behind their firewall, so it just makes logical sense to do that,” he said during Dell Technologies World in May.
In March, HPE unveiled its generative AI supercomputing platforms, intended to support the development and deployment of large language models on-premises. The company said it had been working closely with Nvidia to leverage its expertise in high-performance computing.
What comes next for major players in the sector will be studied during the SC24 event. TheCUBE will provide full coverage of SC24 AI infrastructure updates while facilitating conversations with industry executives and thought leaders. You can follow theCUBE’s wall-to-wall coverage for firsthand insights.
TheCUBE event livestream
Don’t miss theCUBE’s coverage of the SC24 event, from Nov. 19-21. Plus, you can watch theCUBE’s event coverage on-demand after the live event.
How to watch theCUBE interviews
We offer you various ways to watch theCUBE’s coverage of the SC24 event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.
TheCUBE Insights podcast
SiliconANGLE also has podcasts available of archived interview sessions, available on iTunes, Stitcher and Spotify, which you can enjoy while on the go.
SiliconANGLE also has analyst deep dives in our Breaking Analysis podcast, available on iTunes, Stitcher and Spotify.
Guests
During the SC24 event, theCUBE analysts will facilitate insightful conversations with thought leaders around the latest advancements tied to SC24 AI infrastructure.
(* Disclosure: TheCUBE is a paid media partner for SC24. Neither Dell Technologies Inc. and WekaIO Inc., premier sponsors of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
Image: SiliconANGLE
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