#verarubin

US Top News and Analysis | Analysts home in on Nvidia's inference market share following an earnings win. Here's why AI generated summary, Read the full article for complete information. Nvidia reported a strong earnings beat, raised its dividend and posted 75 % adjusted gross margins, yet the stock fell in after‑hours trading. CEO Jensen Huang emphasized that the company’s share of the AI inference market—where chips handle user‑driven queries and tasks—is expanding rapidly, even as rivals such as Intel, AMD, Micron and custom silicon providers (Alphabet’s TPUs, Amazon’s Trainium, Cerebras) intensify competition. The shift to the “agentic” phase of AI, which favors more distributed processing and a greater role for traditional CPUs, is driving robust demand for both conventional and AI‑focused server CPUs, while Nvidia’s forthcoming Vera Rubin AI chip is expected to be supply‑constrained throughout its lifecycle. Analysts view the widening chip landscape as a key factor for future market dynamics, but acknowledge Nvidia’s continued dominance in inference remains strong. Read more: https://www.cnbc.com/2026/05/20/analysts-focus-on-nvidias-inference-market-share-after-earnings-beat.html #Nvidia #JensenHuang #Intel #AMD #VeraRubin #NicolasGaudois

qwant news | Dell targets enterprise AI execution gap with local agentic AI systems and integrated AI infrastructure - SiliconANGLE AI generated summary, Read the full article for complete information. Dell Technologies used its Dell Technologies World event to unveil a suite of AI‑focused products aimed at closing the “execution” gap many enterprises face when moving from AI pilots to production. Central to the announcement is Dell Deskside Agentic AI, which pairs Dell workstations with Nvidia’s NemoClaw software and Dell services to run AI agents locally, reducing reliance on costly cloud inference and cutting spending by up to 87 % over two years while keeping sensitive data on‑premises. The offering spans compact Pro Max systems to high‑end towers capable of handling models with up to one trillion parameters and includes Nvidia OpenShell for secure sandboxed development. Dell also refreshed its AI Data Platform with enhanced orchestration, searchable indexing of billions of unstructured files, GPU‑accelerated SQL analytics, and support for Nvidia Omniverse, while introducing PowerRack—a turnkey rack‑scale solution that bundles compute, networking, storage, cooling and management for AI and HPC workloads. New collaborations with Google, OpenAI, Palantir, ServiceNow and Hugging Face expand the ecosystem, making Google Gemini, OpenAI Codex and Palantir AI tools available on Dell infrastructure, with most products rolling out throughout 2026. Read more: https://siliconangle.com/2026/05/18/dell-targets-enterprise-ai-execution-gap-local-agentic-ai-systems-integrated-ai-infrastructure/ #DellTechnologies #Nvidia #GoogleGemini #PowerRack #VeraRubin