Dell is now shifting it focus this year away from being ‘all about the AI PC.’

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[–] 101 points 7 months ago (2 children)

Honestly, that's pretty quick to learn that lesson. Huge corporations usually take way longer to figure that sort of thing out. Usually not until it's too late.

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  • [–] 32 points 7 months ago (2 children)

    I would speculate it means they either run on thinner margins than the companies that are all-in on AI, or they have less money available to throw around in the equipment hoarding wars. Or who knows, maybe someone with actual sense is heading the part of the company in charge of that decision. But I find the first two more likely.

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  • [–] 38 points 7 months ago (1 child)

    It's also very likely that they have a significant amount of corporate customers actively saying they won't purchase AI-oriented hardware for security reasons, so they're trying to spin the consumer angle publicly to try and grab the holdouts everyone else is obviously abandoning/ignoring as a side effect. That may be giving them too much credit, but despite just being okay at just about everything, they're still one of the large OEMs that has survived.

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  • [–] 17 points 7 months ago

    This also makes sense. Dell is massive in the dataceneters. As a consultant I've worked with Dell hardware far more than anything else. I will say, just about every customer I've worked with is interested in AI, but they want to run their own models, not some half baked thing from Dell.

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  • [–] 12 points 7 months ago

    The were also the ones to pioneer what I think was called “JIT2” or something like that. Basically it was a “just in time” scenario where they only kept 2 hours worth of parts at the factory. They would literally have trucks of parts lined up in the parking lot to unload for that days build. It shaved a massive amount of debt off as they wouldn’t have to stockpile parts and could change much more rapidly. That’s probably what’s allowing them to pivot in this case.

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  • [–] 40 points 7 months ago (8 children)

    WTF even is an "AI PC"? I saw an ad for some AI laptop. To my knowledge, nobody is running LLMs on their personal hardware, so do these computers have like...a web browser?

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  • [–] 13 points 7 months ago* (last edited 7 months ago) (1 child)

    You can run it on your laptop, I've tried it before (PS e.g. https://www.nomic.ai/gpt4all, it's fun to dig through your documents, but it wasn't as useful as I thought it would be in collecting ideas), what is truly hard is to train. But yeah, what is an AI PC? Is it like a gaming rig with lotsa RAM and GPU(s)?

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  • [–] 11 points 7 months ago (1 child)

    Computers now come with a NPU (Neural Process Unit) to do that job... So yeah.

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  • [–] 9 points 7 months ago (3 children)

    What kind of consumer-facing software runs on that NPU?

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  • [–] 9 points 7 months ago

    For what it’s worth an NPU is why your phone could tell you that photo is of a cat years before LLMs were the hot new thing. They were originally marketed as accelerators for machine learning applications before everybody started calling that AI.

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  • [–] 10 points 7 months ago (1 child)

    Lots of people are. Typically it means they have an NPU.

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  • [–] 8 points 7 months ago

    Running an LLM locally is entirely possible with fairly decent modern hardware. You just won't be running the largest versions of the models. You're going to run ones intended for local use, almost certainly Quantized versions. Those usually are intended to cover 90% of use cases. Most people aren't really doing super complicated shit with these advanced models. They're asking it the same questions they typed into Google before, just using phrasing they used 20+ years ago with Ask Jeeves.

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  • [–] 20 points 7 months ago (2 children)

    “We’re very focused on delivering upon the AI capabilities of a device—in fact everything that we’re announcing has an NPU in it — but what we’ve learned over the course of this year, especially from a consumer perspective, is they’re not buying based on AI,” admits Kevin Terwilliger, Dell’s head of product, in the PC Gamer interview. “In fact I think AI probably confuses them more than it helps them understand a specific outcome.”

    They're just going to try to market it a little differently

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  • [+] 20 points 7 months ago* (last edited 7 months ago) (3 children)
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    [–] 14 points 7 months ago (2 children)

    Whoever is making the decisions at Dell just made a very wise one. I’d expect IBM to be the most pragmatic but maybe I missed the news about them

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  • [–] 13 points 7 months ago (1 child)

    I care about AI PCs in that I actively do not want one. It's not that I'm indifferent.

    I'm looking for an android smart watch and I'm annoyed at how many come with interactive AI, which I also do not want.

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  • I don't necessarily hate AI, but I'll use it when I want to use it not when my system wants me to use it.

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  • [–] 6 points 7 months ago

    I like ai. For real. When I want to go there and use it. I open the browser, type to Gemini and use it. Hate it when it is all over everything, especially where you don't need an AI. Glad they got it 

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  • [–] 5 points 7 months ago (1 child)

    The last time my wife bought a Dell PC, she became an Apple customer. She wanted to avoid the Apple tax but ended up dealing with bloatware, crashes, a slow PC and their horrible customer service.

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  • [–] 4 points 7 months ago

    I've bought multiple dell PCs for my business. No issues from any. The only annoying bloat is windows. That's not to say there ain't bloat, but it's nothing compared to windows, which is on every other commercial computer availabke for business.

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  • [–] 4 points 7 months ago*

    Its not that I don't care, its that they are too expensive & the monopolies want to exert control over the market. I considered buying a Ryzen AI Max+ 395. They actually had some okay deals for a bit, but they are still pretty inferior to GPU-accelerated solutions which are completely overpriced. Much of this was intentional, although RAM has recently seen more demand than supply. For a long time though, they were restricting the hardware & VRAM in GPUs though not because of price, but because it would take away from much of the dominance cloud-AI providers had, and also do so at the peril of them no longer being able to read & spy on your every conversation.

    That is why IMO the US will lose the AI-race. Not because we don't have smart people, but because capitalism is anti-innovation.

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  • [–] 3 points 7 months ago

    well ig DELL is joining the corporation pack that dislikes
    AI or criticize it:
    IIRC: its Valve and Dreamworks that do it
    and now its DELL with both

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  • [–] 3 points 7 months ago

    We don't care about dell anymore either. They have reduced the quality and standardization of their offerings to the point they are worse than just about any other 'brand'.

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