Breaking Analysis: Power Play in Hybrid AI - IBM and Dell on Display

In this week’s episode of Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, highlights the impact of the Microsoft-OpenAI partnership, which has driven a significant capital expenditure surge in cloud computing and AI infrastructure.
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Last quarter, AWS, Google, Microsoft and Meta invested around $40 billion primarily for GPUs and AI infrastructure, marking a shift towards hybrid AI. This approach balances on-premises and public cloud workloads, addressing data locality, sovereignty, compliance and privacy concerns.
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The episode spotlights IBM and Dell as key players poised to benefit from the AI wave, supported by strong financial performance and strategic positioning in hybrid AI environments. Dell's remarkable stock performance and IBM's robust market presence, despite legacy challenges, underscore their pivotal roles in this evolving landscape.
Read the full article siliconangle.com/2024/05/18/p...
Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
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