HPE\u2019s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately, profits in the space?
In this Breaking Analysis we unpack HPE\u2019s LLM-as-a-service announcements from the company\u2019s recent Discover conference and we\u2019ll try to answer the question: Is HPEs strategy a viable alternative to today\u2019s public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? To do so we welcome to the program CUBE analyst Rob Strechay and Vice President / principal analyst from Constellation Research, Andy Thurai.\xa0
World\u2019s Top Performing Supercomputers:\xa0
https://a16z.com/2023/06/20/emerging-architectures-for-llm-applications/