At HP’s Amplify Partner Conference, HP CEO Enrique Lores and Intel chief Pat Gelsinger made the case that the AI-enabled PC is a fundamental change that will restore value to the commodity endpoint.
Dell Technologies is hardly alone this year at emphasizing its hardware-focused announcements at Mobile World Congress, but they think the broadness of their impacted portfolio and services will deliver an advantage.
Intel CEO announced the creation of Intel Foundry, which with Intel Products now becomes two symbiotic parts of Intel, and also announced a new partnership with Arm, which Intel said is now their most important.
Intel’s two new processors have been trumpeted by the company for months, and they are still emphasizing the massive impact that their AI will have on both, and what customers will be able to do with them.
Intel is looking to the new program as a key part of their PC AI Go-to-Market strategy, to turn Intel’s new AI technology innovations into an extremely broad portfolio of use cases.
Intel’s announcements at their just-concluded Intel Innovation Forum included new Core Ultra processors, formerly known as Meteor Lake, which are a key part of what Intel highlighted as a major AI PC initiative that should appeal to a broad range of partners.
With services becoming an even more massive opportunity, HP is making a series of changes designed to make it easier for partners to work with HP around the services play, which will include simplification to significantly reduce the number of SKUs.
HP leader Enrique Lores and senior HP leaders used the HP Amplify opening keynote to lay out the company’s vision going forward and their strategy to get there.
HP executives, including Andy Rhodes, who runs Poly, discussed where Poly has come since formally joining HP, and where they are going with their integrated technologies.
Dell’s exclusive deal will see it make CrowdStrike’s Falcon platform available to customers though multiple routes to market, and has led CrowdStrike to conclude that even a well-established company like themselves has much to gain from the partnership.
New products with commercial market appeal include new All-in-Ones, an expanded DragonFly portfolio and new monitors covering hybrid workspaces ranging from the small to the very large.
Lenovo announced enhanced collaborations with VMware around their ThinkAgile VX, TruScale Hybrid Cloud and the VMware Edge Compute Stack, as well as a partnership with Micron which uses their NVME SSDs, vSAN ESA and Lenovo ThinkAgile VX to provide all NVMe storage.
While all the new models are new versions of Dell’s entry level 3000 series, they are emphasizing that the enhancements are so significant, that entry-level is now a misnomer as far as their capabilities go.
Dell announced two refreshed top-of the line 7000 series models, and brought the Wyse PCs into the OptiPlex family for the first time with the OptiPlex 3000 Thin Client.
Dell’s third quarter improved on its already strong first half, with its channel business doing particularly well in core legacy areas like its server and client businesses.
Dell’s first half numbers have generally been good, particularly in clients, where the company is having to battle assertions they are looking to expand at the expense of channel partners.