Cloud services and enterprise software

23 Jul Is White The New Color Of Networking?

AWS  has had a rough couple of weeks. Maybe it was stress-testing its flexible computing infrastructure power on Prime Day last week when the site crashed for hours (I eventually scored a great deal on some wireless cameras). Then there were the recent rumors of the online giant getting into the network switch business, followed by […]

06 Jul HPE Discover 2018 Signaled The Next Stage Of The Company’s Future Under Antonio Neri

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HPE President and CEO Antonio Neri PATRICK MOORHEAD Last week, analysts Will Townsend (networking), Matt Kimball (compute), Steve McDowell (storage), Rhett Dillingham (cloud), and I spent most of the week in Las Vegas attending HPE Discover 2018, taking in all the latest announcements from the tech giant. This year’s event is notable, amongst other things, for […]

28 Jun HPE Expands Cloud Services Into Large Managed Services Opportunity

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Last week at HPE Discover 2018, HPE announced its entry into the cloud managed service provider (MSP) market with the introduction of its Greenlake Hybrid Cloud. For those with an eye on the cloud MSP market, this is a significant entry into a highly fragmented multi-billion dollar market by a provider with a combination of […]

25 Jun It’s All About Networking At The Edge At HPE Discover 2018

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Walking through the doors of HPE Discover 2018. WILL TOWNSEND No, I’m not talking about the Edge, lead guitarist for the rock band U2. Rather, I’m referring to edge network computing. Data is proliferating at an astounding rate and traditional networking can’t keep up. Software-defined topologies are taking center stage and the benefits are enormous—greater scale, […]

07 May Dell EMC, VMware, And Pivotal Deliver Joint Cloud Platform Solutions

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Last week I attended the first (of its name) Dell Technologies World — the annual conference previously known as EMC World and then Dell EMC World. The name change reflects Dell EMC’s focus on delivering “better together” customer solutions across the entire Dell Technologies portfolio of companies — particularly VMware and Pivotal. The change is […]

13 Apr Moor Insights & Strategy Analysis on NVIDIA GTC 2018

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  Moor Insights & Strategy Blogs: Pure Storage And NVIDIA Announce AIRI Converged Infrastructure Reference Architecture, by Patrick Moorhead (April 10, 2018) NVIDIA Reinforces Machine Learning Training Lead Via Platform Improvements At GTC 2018, by Patrick Moorhead (April 9, 2018) Arm Chooses NVIDIA Open-Source CNN AI Chip Technology, by Karl Freund (March 29, 2018) NVIDIA […]

09 Apr NVIDIA Reinforces Machine Learning Training Lead Via Platform Improvements At GTC 2018

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NVIDIA – CEO Jensen Huang kicking off GTC 2018 Last week, Moor Insights & Strategy analysts Anshel Sag, Chris Wilder, Karl Freund and I attended NVIDIA GTC 2018, what I consider the industry leader’s premier GPU developer conference. If you’re unfamiliar with GTC, I wrote a preview here. As per usual with these events, the […]

22 Mar NVIDIA Powering Increase In GPUs Deployed For VDI

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NVIDIA has been on fire lately with strong company growth aided by particularly impressive numbers in its datacenter business. NVIDIA’s Q4 results showed datacenter revenue up 105% year-over-year contributing over 40% of the company’s overall 34% year-on-year revenue growth. Much of the datacenter revenue growth is attributed to the success of NVIDIA’s latest GPUs in […]

12 Jan Microsoft Acquisition Of Avere Signals Expansion In Hybrid Cloud Investment

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Last week, Microsoft  announced it would be acquiring Avere Systems, a high-performance storage vendor for enterprise customers with large-scale compute workloads. Terms of the deal were not disclosed, and the announcement information contained only general mentions of “bringing together” Avere and Azure offerings with “tighter integration”—without indication of specific product plans. What was specifically interesting […]

13 Jul Lenovo Moves The Datacenter Ball Forward At NYC Transform Event

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Lenovo held their Transform event in NYC This past week I attended the Lenovo Transform event in New York City. During the opening keynote, I literally had a front row to some big Lenovo enterprise announcements. The overarching narrative of the day was that Lenovo wants to move from being a PC company to being a […]

13 Jul Microsoft Releases Azure Stack Enabling Hybrid Cloud Among Key Market Levers Versus AWS

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Microsoft’s Inspire conference announcements included two significant items related to its Azure cloud computing business. The biggest was the announcement that the Azure Stack offering for private deployment is now ready for order from OEM launch partners Dell EMC, Hewlett Packard Enterprise and Lenovo . The second was a $250M sales and marketing investment in […]

12 Jul Microsoft Inspire 2017: Already Making Partner Progress With Cloud-Native Products And Services

This week Microsoft held its premier annual partner event, called Inspire, in Washington D.C. Inspire is an opportunity for the company to demonstrate its current business trajectory, make its case to partners to grow business with them and is frequently the launch place for new Microsoft products and services. Partners have more enterprise vendor choices […]

11 Jul Intel’s New Xeon Scalable Processors Are Its Broadest Datacenter And Carrier Play Yet

Intel is a giant in the in the server chip space commanding 99% market share, and in compute for the data plane of datacenter storage and networking, 50 to 75% share. This may lead some to believe the company’s datacenter growth prospects are dim. Not so fast. First off, cloud, HPC and AI are growing […]

30 Jun Cisco Live Day 3: Leaning Into Security

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Wednesday’s keynote opened with a dramatized video of a police interrogation Today I’ll be wrapping up my analysis of Cisco Live 2017, which I attended this week in Las Vegas. I’ve been busy this week, publishing recaps of both Day 1, and Day 2—today we’ll finish out with Day 3’s security keynote. Many know Cisco […]

28 Jun Cisco Live Day 2: All About Deeper Tech And A Glimpse Into Cisco’s Future

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I’ve been attending Cisco Live this week in Las Vegas—yesterday I published my recap of Day 1’s  opening keynote. On Day 1 we heard more from CEO Chuck Robbins about Cisco Systems’ intent-based network, and Robbins’ overall vision for the company—it was a great kickoff to the event. Today,I’ll be recapping the Technology Vision Keynote […]

27 Jun Cisco Live Day 1: All In On The Network Intuitive

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Cisco’s Chuck Robbins presents at Cisco Live 2017 It’s been a busy few weeks for us analysts, with HPE Discover, the AMD EPYC launch, and Lenovo Transform held last week. No rest for the weary though—this week I’m attending Cisco Live in Las Vegas. Cisco Live is the networking powerhouse’s premier annual event (this year […]

21 Jun Will 5G Change Lives? Infrastructure Providers, Carriers, Even Dell EMC And HPE Are Betting It Will

Do you feel the need for speed? Imagine the ability to move from 100s of megabits per second today to 10,000+ in the future on your smartphone or tablet. 5G will turn all of that into a reality. To badly misquote one of my favorite superheroes, “With great speed comes great performance.” Thus 5G has […]

20 Jun RESEARCH PAPER: Scaling Up To Digital Transformation

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Changing business cycles are driving more uncertainty as IT grapples with digital transformation and infrastructure modernization—keeping companies relevant by building an IT infrastructure for today, which is also adaptable for the future. But existing infrastructures cannot respond well to changes in the environment, scaling poorly to meet new challenges with resources that may not be […]

20 Jun China Is Driving To 5G And IoT Through Global Collaboration

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(Photo credit: John Fruehe, Moor Insights & Strategy) Telecoms and cloud service providers are gearing up for two of the largest functional changes in decades: The Internet of Things (IoT) which is happening now and 5G which is on the horizon. Both will require substantial investments in capital and operations for today’s networks to be […]

19 Jun HPE Goes Big With New Gen10 Servers

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HPE Gen10 Family Last week, I attended HPE Discover in Las Vegas and I wrote a pretty lengthy column recapping the main keynote and themes of the show (which you can read here), but today I wanted to go ahead and recap the Gen10 Breakout Session which gave the best overview of the launch. I […]