Cloud services and enterprise software

12 Oct NVIDIA: From The Datacenter To The Autonomous Car

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Some folks say that NVIDIA has lost its early pole position in autonomous driving. Tesla de-selected NVIDIA to power its autonomous vehicle computing, and BMW picked Intel to be its technology supplier for autonomous driving systems. However, considering the company NVIDIA keeps and its wide array of technology, expertise, and services, I wouldn’t count it out. […]

03 Oct Xilinx Launches Versal Acceleration Chip

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Xilinx launched its next-generation 7nm Versal product, based on the Adaptable Computing Acceleration Platform, at the Xilinx Developer Forum in San Jose this week. It also announced its first production PCIe board, called Alveo, around which it is already building a thriving ecosystem. Let’s dive in to understand what was announced and what it might […]

02 Oct New Microsoft Surface Hub 2 Sets The High Bar For Workspaces

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Surface Hub 2X Tiled and Surface Hub 25.    MICROSOFT Last week I attended Microsoft Ignite 2018 in Orlando, FL, and since then have published several columns detailing what I took away from the event. My first column focused on the new Open Data Initiative, a partnership between Microsoft, SAP, and Adobe, without or […]

12 Sep Pure Storage’s New ‘Data Hub’ Storage Architecture Looks Compelling

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Pure’s proposed “data hub architecture”.  PURE STORAGE At Moor Insights & Strategy we talk a whole lot about the changing nature of data. Analyst Steve McDowell and I have written a lot recently about the expanding scope of data,  how every enterprise needs a data strategy,  and have even discussed the impact of data on […]

04 Sep AWS, Dell, Arm And Edge Announcements Dominate VMware’s VMworld 2018

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VMware CEO Pat Gelsinger welcomes everybody to VMworld.   PATRICK MOORHEAD Five years ago, it appeared that VMware was going to end up like many legacy enterprise businesses, either overwhelmed by the public cloud IaaS (infrastructure as a service), SaaS (software as a service) offerings, or cheap private clouds.  To VMware’s credit, the company hunkered down […]

06 Aug The Evolving Enterprise Calculus Of Public Cloud Versus Private Infrastructure

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There is clear enterprise consensus that hybrid cloud is the appropriate long-term strategic approach to best leverage cloud computing. There has been much less consensus in decision-making on the underlying use of public cloud versus private infrastructure for individual applications. I find that as an enterprise improves its recognition of the differences between infrastructures in […]

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 […]