ICMSP Could Drive Additional 100EB Of AI Storage [Forbes]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Forbes
Nvidia's Rubin Vera AI architecture and the various open-source AI foundational models that the company created for various applications, including Alpamayo for automotive. One interesting announcement from NVIDIA was about an Inference Context Memory Storage Platform or ICMSP, using the Nvidia BlueField-4 Network intelligent Interface Card or NIC. This is described as a new kind of AI-native storage infrastructure designed for gigascale inference in order to accelerate and scale agentic A I. An image of the BlueField-4 NIC is shown below. Nvidia BlueField-4 Ethernet DPU Nvidia So, what is context memory? During an interaction with an AI system data is generated about the interaction with the AI. This is the context of that interaction. If that context information is saved it can make future interactions with the AI more consistent, coherent and personalized. It allows AI to remember details across conversations, learn unique patterns, and understand complex, multi-turn interact
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News
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- Dell Technologies (NYSE:DELL) was upgraded by analysts at Barclays PLC from a "mixed" rating to an "overweight" rating.MarketBeat
- Dell's Upside Is Mispriced Despite Memory Costs Headwinds [Seeking Alpha]Seeking Alpha
DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 1/16/26 - Form 4
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- DELL's page on the SEC website