据郭明錤透露，戴尔已经要求产能瓶颈的诸多 AI 服务器零件厂商，大幅扩展产能至 200%，并预估戴尔 2024 年服务器出货量将增长 15%。郭明錤认为，企业出于易于管理、数据安全性以及与公司现有 IT 基础设施集成的定制要求等多方面考虑，并不会选择 AI 托管的云端解决方案，而是构建自己的 AI 服务器。戴尔之所以能脱颖而出，最重要的原因是抢先于竞争对手，推出搭载英伟达 AI 芯片的 PowerEdge 服务器，并和 Meta 公司合作，帮助企业客户在本地部署 Llama 2 AI 模型。
根据郭明錤的预测，明年戴尔 AI 服务器的出货量将达到 2.5-3 万台，甚至更高。而在 AI 服务器的刺激下，带动戴尔的传统服务器的出货量，预估 2024 年服务器总出货量将恢复增长至 15%，而 2023 年同比下降约 10%。
虽然 AI 服务器可以提高传统服务器的利用率，但传统服务器仍然需要升级才能运行 AI 应用程序。AI 服务器的部署有利于传统服务器的需求，主要是因为传统服务器需要升级才能运行 AI 应用程序，而 AI 服务器可以提高传统服务器的利用率。
新闻翻译：
Dell to double AI server shipments in 2023, says Guo Mingqing, predicts growth in traditional server demand
Keywords: Dell, AI server, Guo Mingqing, traditional server, demand growth
News content:
According to Guo Mingqing, Dell has asked AI server component manufacturers to significantly expand production capacity to 200%, and predicts that Dell’s server shipments will grow by 15% in 2024. Guo Mingqing believes that companies are not choosing AI cloud solutions because of ease of management, data security, and integration with their existing IT infrastructure. Instead, they are building their own AI servers. Dell has been able to stand out from competitors the most because it has 抢先于 competitors 推出搭载英伟达 AI chip 的 PowerEdge servers and collaborated with Meta to help enterprise customers deploy Llama 2 AI models locally.
According to Guo Mingqing’s prediction, Dell’s AI server shipments will reach 2.5-30,000 units next year, and even higher. With the stimulation of AI servers, traditional server shipments are also expected to grow by 15% in 2024, and the decline in 2023 is estimated to be around 10%.
Although AI servers can improve the utilization of traditional servers, traditional servers still need to be upgraded to run AI applications. The deployment of AI servers benefits the demand for traditional servers because traditional servers need to be upgraded to run AI applications, while AI servers can improve the utilization of traditional servers.
【来源】https://www.ithome.com/0/730/514.htm
Views: 2