- Dell is about to secure an AI server agreement of $ 5 billion with the XAI of Elon Musk
- The servers, with NVIDIA GB200 chips, can support XAI supercaluler
- Analysts predict that Dell IA server’s revenues could reach $ 14 billion by 2026
We recently pointed out that HPE had beaten the Supermicro and Dell technologies to earn a $ 1 billion contract to provide optimized servers for Elon Musk’s work, potentially to Power Grok, the IA Chatbot of the Social Network .
At the end of 2024, X announced that he was deploying Grok-2 free of charge to all users, and losing against Hpe would have been a hard blow for Dell, who, with SuperMicro, submitted to the equipment but was ultimately unsuccessful.
However, if a new report of Bloomberg is correct, the emblematic computers of computers could be about to earn an even greater contract from one of the other musk companies, XAI.
Memphis linked?
The report indicates that Dell is about to finalize an agreement worth more than $ 5 billion to provide servers focused on AI equipped with Nvidia GB200 chips. Some aspects are still being developed, sources familiar with the discussions have indicated the news site, but if all goes forward – and it will surely – the servers should be delivered later in 2025.
Elon Musk previously declared: “The challenges of the table to be competitive in AI are at least several billion dollars a year at this stage”, and he obviously pays to play.
All that the servers are not to be reported, but it is very likely that most, otherwise all, will be for the project of Supercalculator of Xai, known as “Colossus”, which is built in Memphis Help a Dell and SuperMicro Mixture Servers. According to all the accounts, Dell was very eager to provide the rest of the servers to complete the work.
This agreement with XAI “will firmly establish the company as a leader’s server supplier and increase sales, although the impact on profitability is less clear”, ” Bloomberg Intelligence Analyst Woo Jin Ho noted.
“Analysts expect Dell will have sent more than $ 10 billion in AI servers during the financial year ending last month and the project that will increase to $ 14 billion during the exercise ending in January 2026 “,” Bloomberg Added, noting that Dell should publish its budgetary results in the fourth quarter on February 27.
