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Breaking Analysis: HPE wants to turn supercomputing leadership into gen AI profits
June 25, 2023
HPE’s recent announcement of an artificial intelligence cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high-performance computing business.
Although we think HPE has some distinct advantages with respect to its supercomputing intellectual property, the public cloud players have a substantial lead in AI with a point of view that generative AI such as OpenAI LP’s ChatGPT is fully dependent on the cloud and its massive compute capabilities. The question is: Can HPE bring unique ...Read more