Hardware Podcasts

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

The Circuit · 22 Jun 2026 · 48m · Episode 173

What this episode covers

Ben Bajarin and Jay Goldberg discuss findings from HPE Discover and Computex, focusing on how Dell and HPE are differentiating their AI infrastructure through custom rack engineering, hybrid cooling, and specialized networking strategies. They analyze the shift toward on-premises 'private AI factories' for enterprises and the growing importance of analog components and passive parts like MLCCs driven by the power demands of NVIDIA's Vera Rubin GPUs.

Most relevant to

large enterprises

Topics

Mentioned

Companies
HPE, Dell, NVIDIA, Juniper, Broadcom, Cisco, Cadence, Texas Instruments
Products
Vera Rubin, Cray
Chips
Tomahawk 6
Also
MLCCs

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