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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-06-22
- Length: 48m
- Episode: 173
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis
- Listen: https://share.transistor.fm/s/11cd0051

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=5) HPE Discover: Rack Engineering and Hybrid Cooling
- [5:12](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=312) ODM Innovation vs. NVIDIA Reference Designs
- [7:38](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=458) HPE Cray Trays and Liquid Cooling Density
- [10:27](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=627) Dell, HPE, and the Neocloud Market
- [11:37](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=697) On-Premises AI and Private Factories
- [21:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=1265) Multi-Cloud and Edge Data Orchestration
- [29:11](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=1751) Networking Strategies: HPE/Juniper vs. Dell
- [35:21](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=2121) The Analog and Passive Component Boom
- [45:43](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-22-ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis#t=2743) GPU-Driven Semiconductor Growth

## Topics

- [Mechanical engineering](https://hardwarepodcasts.com/topic/mechanical-engineering)
- [Analog & power electronics](https://hardwarepodcasts.com/topic/analog-and-power-electronics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Direct-to-consumer & e-commerce](https://hardwarepodcasts.com/topic/direct-to-consumer)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)

## Most relevant to

large enterprises

## Mentioned

- HPE (company)
- Dell (company)
- NVIDIA (company)
- Juniper (company)
- Vera Rubin (product)
- Cray (product)
- Tomahawk 6 (chip)
- Broadcom (company)
- Cisco (company)
- Cadence (company)
- Texas Instruments (company)
- MLCCs (other)

## Related episodes from other shows

- [Designing the AI Factory from the Rack Up](https://hardwarepodcasts.com/podcast/ee-times-current/2026-08-21-designing-the-ai-factory-from-the-rack-up) (EE Times Current)
- [Inside the emerging frontier of models, machines and manufacturing hell.](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-11-inside-the-emerging-frontier-of-models-machines-and-manufacturing-hell) (Built 2 Scale)
- [From Data Centers to Devices – The Ongoing [R]Evolution of AI Computing](https://hardwarepodcasts.com/podcast/ee-times-current/2022-02-11-from-data-centers-to-devices-the-ongoing-r-evolution-of-ai-computing) (EE Times Current)
- [How Much is Enough for Hyperscale Companies?](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies) (EE Times Current)
- [Ep. 29 | NVIDIA CTO Michael Kagan on the New Age of AI and Supercomputers](https://hardwarepodcasts.com/podcast/moores-lobby/2021-09-07-ep-29-nvidia-cto-michael-kagan-on-the-new-age-of-ai-and-supercomputers) (Moore's Lobby)

## Citing this page

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