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Dell AI server revenues leap but storage waits on Project Lightning | Computer Weekly

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Dell AI server revenues leap but storage waits on Project Lightning | Computer Weekly


Dell’s quarterly results show a huge growth in server sales, driven by artificial intelligence (AI) projects, but a relative lag in storage. Key reasons behind that might be that Dell’s current storage lags a little behind the curve in AI performance, while its massive parallel network-attached storage (NAS) that aims to plug that gap, Project Lightning, is in gestation.

Dell’s PC division usually massively outsells its datacentre products, but that’s not the case in its latest (second) quarterly results, which show 69% growth in sales of servers and networking equipment year-on-year. That equated to a revenue of $16.8bn for the infrastructure division that put the client services – i.e. personal equipment – into the shade with $12.5bn of sales.

Dell has benefited here from being the first to the AI market, with servers, the latest Nvidia graphics processing unit (GPUs), and switches compatible with high throughput Nvidia Spectrum-X networking and Ultra-Ethernet cards.

“In the last six months we have delivered $10bn worth of servers for AI,” said Jeff Clarke, vice-chairman and chief operating officer for Dell Technologies. “That’s more than was attained in the whole previous year. Demand is strong and sales of the new AI hardware has totalled $20bn for the year.”

Overall, Dell’s Q2 results showed record revenue of $29.8bn, which was up 19% on the previous year. Of the $16.8bn of revenue contributed by the infrastructure group – growth of 44% in a year – servers and network equipment contributed $12.9bn.

Meanwhile, however, storage arrays – flash and disk – saw revenues lower by 3% over the year at $3.9bn in the quarter.

Meanwhile, the client services group’s revenue growth was a mere 1% year-on-year, with enterprise PCs reporting $10.8bn revenue (+2%) and consumer products $1.7bn (-7%).

Storage the poor relation in infrastructure sales

A salient feature of these results is that the demands of AI seem to favour compute hardware more than storage.

That might be confirmed by the latest results from NetApp, which is number one in flash storage arrays, according to IDC. Here, the array maker posted quarterly results of $1.56bn in August, which equated to annual growth of 1%.

Meanwhile, Pure Storage announced revenue of $861m, and that was an increase of 13% on sales in a year – but there’s a catch. That set of figures included its delivery – unprecedented – of SSD DirectFlash Modules (DFM) to hyperscaler Meta.

Pure’s DFMs are a proprietary format in which the vendor has packed a much higher density of storage onto SSD cards. That’s because it offloads a lot of on-board cache to the array and handles data there instead.

HPE’s third quarter results showed revenue growth for servers at $4.9bn, up 16% year-on-year, but doesn’t appear to break out storage revenue. 

Towards evolution in storage

Why have we seen a boost in revenue for servers for AI, but not really with storage?

There’s no doubt from a technical point of view that storage is an essential support for compute for AI; it’s possible that enterprises have staged their budget spend and focused first on processing power.

At the same time, it’s true that storage products have lagged behind in terms of performance compared with compute. For example, servers that feed GPUs are able to move data at a rate of 400Gbps or even 800Gbps. Current storage products offer around 100Gbps.

Storage suppliers have, however, centred efforts to develop AI storage around parallel file system storage for AI.

Vast Data led the way here, with massive parallel access to storage, while Hammerspace and Weka also followed.

Dell responded with Project Lightning – which comprises Powerscale, the rebranded Isilon scale-out NAS – but that doesn’t seem to have a release date yet. Meanwhile, NetApp has Ontap Data Platform for AI, while Pure has FlashBlade//Exa.



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Electrode porosity control boosts lithium-air battery output tenfold

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Electrode porosity control boosts lithium-air battery output tenfold


Relationship between energy density and power density of batteries. Credit: Akihiro Nomura, National Institute for Materials Science; Morihiro Saito, Seikei University

The National Institute for Materials Science (NIMS), in collaboration with Seikei University, has successfully enhanced the power output of lithium-air batteries, which are attracting attention as next-generation batteries. By developing a highly porous electrode made of carbon nanotubes, the team achieved a tenfold increase in output current. The lithium-air battery developed in this study not only has extremely high energy density compared to lithium-ion batteries but also significantly improved power performance.

As a result, it is now able to supply the power required for hovering small drones, making significant improvements in flight duration feasible. These results were published online in the Journal of Power Sources on February 9, 2025.

Lithium-air batteries (LABs) are that operate through discharge and charge reactions using lithium and oxygen. They are attracting attention as an energy storage technology capable of achieving significantly lighter weight and larger capacity than conventional , with a potential energy density 5 to 10 times higher. However, lithium-air batteries have extremely slow reaction kinetics, resulting in only very weak output current. To make use of the large amount of energy stored in lithium-air batteries, a fundamental improvement in their power output has been required.

The research team developed a highly porous air electrode that significantly improved oxygen accessibility. When combined with a low-viscosity amide-based electrolyte, the new design enabled a tenfold increase in current density. The resulting battery achieved a specific power density sufficient to support hovering in lightweight drones.

Based on these results, the team aims to scale up cells, with the goal of developing ultra-lightweight and high-capacity batteries that can be used as power sources for small drones and microrobots.

More information:
Akihiro Nomura et al, Highly porous carbon nanotube air-electrode combined with low-viscosity amide-based electrolyte enabling high-power, high-energy lithium-air batteries, Journal of Power Sources (2025). DOI: 10.1016/j.jpowsour.2025.236426

Citation:
Electrode porosity control boosts lithium-air battery output tenfold (2025, September 8)
retrieved 8 September 2025
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Your Favorite Streamer’s DJI Mic Kit Is Just $109 Right Now—$60 Off

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Your Favorite Streamer’s DJI Mic Kit Is Just 9 Right Now— Off


Looking to upgrade the audio for your phone or action camera footage? Amazon is offering $60 off the DJI Mic Mini kit. Our reviewer gave DJI’s lavalier mic, a 7/10 and this kit includes two mics, a receiver, and a handy charging case. That’s the lowest price yet for this bundle at just $109, and it’s a great value on this easy-to-use and lightweight microphone.

Photograph: Julian Chokkattu

These little mics and their fuzzy windscreens have become increasingly popular over the last year, popping up on collars and in the hands of YouTubers and livestreamers across a number of social media platforms. They sound crisp and clear, and they do a great job of cutting out all the ambient noise that smartphone mics tend to pick up when recording.

They’re also generally very easy to use, with iPhones automatically preferring the wireless mics, and Android phones just needing them selected in the camera app. They have much better battery life than the slightly older and fancier DJI Mic 2 (9/10, WIRED Review), partially because they don’t record locally, but they’re a lot cheaper and lighter in return.

While you can buy the individual bits à la carte, the bundles includes two of the wireless microphones, the wireless receiver, a set of windscreens in two colors, all the charging and connective cables you’ll need for both cameras and phones, and a charging case for the mics and receiver. You can also pick up a receiver and mic on their own for just $59, but given all the small bits and parts, the kit seems well worth the extra cash.

Our reviewer, Julian Chokkattu, did find the setup required a bit of manual dexterity, which tends to come with the territory. The receiver, for example, plugs directly into your phone, and you shouldn’t need to take your case off, but it requires a surprising amount of force to connect or disconnect. The reduced footprint also means it’s easy to lose some of the smaller bits and plastic covers. There were some oddities with the app, too, involving updates and connection types, but nothing that’s cause for concern once you have everything set up the way you like.



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Musk’s SpaceX spends $17 billion to acquire spectrum licenses from EchoStar

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Musk’s SpaceX spends  billion to acquire spectrum licenses from EchoStar


A SpaceX logo is displayed on a building on May 26, 2020, at the Kennedy Space Center in Cape Canaveral, Fla. Credit: AP Photo/David J. Phillip, File

Elon Musk’s SpaceX has reached a deal worth about $17 billion with EchoStar for spectrum licenses that it will use to beef up its Starlink satellite network.

The for EchoStar’s AWS-4 and H-block licenses includes up to $8.5 billion in cash and up to $8.5 billion in SpaceX stock. SpaceX will make approximately $2 billion in cash interest payments on EchoStar debt through November 2027.

SpaceX and EchoStar will enter into a long-term commercial agreement which will allow EchoStar’s Boost Mobile subscribers to access SpaceX’s next generation Starlink Direct to Cell service.

Shares of EchoStar surged 19% before the market opened Monday.

Last month AT&T said that it will spend $23 billion to acquire wireless spectrum licenses from EchoStar, a significant expansion of its low- and mid-band coverage networks.

EchoStar said that it anticipates that the AT&T deal and the SpaceX transaction will resolve recent inquiries from the Federal Communications Commission about the rollout of 5G technology in the U.S. The FCC had been calling for hearings on whether Echostar was properly using the spectrum that it is now selling, and its efforts to make 5G more available to communities.

EchoStar said Monday that it will use the proceeds from the sale partly to pay down debt. Current operations of Dish TV, Sling and Hughes will not be impacted, the company said.

© 2025 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without permission.

Citation:
Musk’s SpaceX spends $17 billion to acquire spectrum licenses from EchoStar (2025, September 8)
retrieved 8 September 2025
from https://techxplore.com/news/2025-09-musk-spacex-billion-spectrum-echostar.html

This document is subject to copyright. Apart from any fair dealing for the purpose of private study or research, no
part may be reproduced without the written permission. The content is provided for information purposes only.





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