01 Jan Two AWS Re:Invent Announcements That Will Have Long-Lasting Impact On The Enterprise Datacenter

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AWS re:Invent came and went, and what a week it was. While the total number of announcements out of the conference was huge, the company itself made 13 significant announcements. These ranged from 5G to edge to core infrastructure to Quantum computing. Moor Insights & Strategy Principal Analyst Patrick Moorhead provided some great coverage that […]

27 Dec Cisco Systems Goes Big On The ‘Next’ Internet

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Cisco Systems launched a strategic initiative today to bring unprecedented scale to next generation networking and the Internet, dubbed the “Internet for the Future.” I would like to provide insights and summarize the three key components of the new strategy: custom silicon, optics and software enhancements. Our principal analyst Patrick Moorhead attended the event in San […]

20 Dec AWS Goes All In On Arm-Based Graviton2 Processors With EC2 6th Gen Instances

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I have been in and around processors for nearly 30 years as a systems OEM, search engine provider, chipmaker, and now CEO of analysis and research company Moor Insights & Strategy. I tell anyone who will listen that semiconductors are hot, and it doesn’t take much convincing nowadays. You just need to look to the […]

12 Dec Moor Insights & Strategy Analyst Coverage At AWS re:Invent 2019

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Articles: Two AWS Re:Invent Announcements That Will Have Long-Lasting Impact On The Enterprise Datacenter (Dec 16, 2019) by Matt Kimball Amazon Plugs Quantum Cloud Computing Braket Into AWS (Dec. 11, 2019) by Paul Smith-Goodson AWS Wavelength Could Supercharge 5G (Dec. 10, 2019) by Will Townsend The Top Five AWS Re:Invent 2019 Announcements That Impact Your […]

12 Dec HPE Announces Kubernetes-based Container Platform, Touts ‘Industry First’

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Hewlett Packard Enterprise made major waves last week with the announcement of its new HPE Container Platform, which it touts as the “industry’s first enterprise-grade Kubernetes-based container platform.” Enabling the containerization of both cloud-native and monolithic apps with persistent storage, I see this solution as a pretty big deal and paramount to HPE’s future success. […]

02 Dec Dell Technologies Is Livin’ On The Edge

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I attended Dell Technologies Summit 2019 last week in my hometown of Austin Texas. Forgive me if the headline sounds like an Aerosmith song, but the emphasis on this year’s event was decidedly on the edge. There were several strategic announcements, but I would like to take a closer look at the ones that align with my […]

02 Dec Dell Technologies Expands Service Offerings At Its 2019 Summit

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This week I, and many of the Moor Insights & Strategy team, attended Dell’s annual Technologies Summit in my home base of Austin, TX. With Dell’s wide-ranging family of companies, there’s always a little something for everyone at these events. Here is my coverage from 2017.The emphasis this year was services, a new automated infrastructure platform, and 2030 […]

25 Nov Leadership In The Modern Networking Infrastructure World

As an analyst that covers all things networking, spanning the enterprise to carrier cellular services, I’m often asked what defines a modern infrastructure approach. From my perspective, it encapsulates several common elements that include software-defined tools, a fully integrated technology feature stack and a microservices, cloud-native architecture supported by containerization. Many established networking infrastructure providers, […]

14 Nov NVIDIA Brings AI To DC

Nearly every enterprise is experimenting with artificial intelligence and deep learning. It seems like every week there’s a new survey out detailing the ever-increasing amount of focus that IT shops of all sizes put on the technology. If it’s true that data is the new currency, then it’s artificial intelligence that mines that data for […]

14 Nov IBM Launches New Storage Solutions Geared Towards AI And Container Environments

IBM lives at the intersection of disruptive technology and real-world solutions. There are no two more disruptive technologies in the enterprise today than artificial intelligence and containerized applications. Artificial intelligence is in the enterprise. Nearly every IT organization has either already deployed, or is preparing to deploy, some sort of AI solution. The problem with AI […]

14 Oct HPE Extends Its Cybersecurity Capabilities And Earns Two Cyber Catalyst Designations

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HPE has been busy shoring up its already formidable security capabilities. In addition to Silicon Root of Trust built into its ProLiant, Synergy, Apollo, SimpliVity, and Edgeline servers, the company rolled out new functionality that drives end-to-end lifecycle security. On top of this, two HPE hardware and software solutions recently received Cyber Catalyst designations: Silicon Root of […]

14 Oct Do Oracle’s Claims About AWS Pass Scrutiny?

It was a big last week for enterprise IT events. In addition to Pure Storage’s Accelerate event, Oracle held its annual customer and partner pilgrimage, OpenWorld 2019. I attended Pure’s event in my hometown of Austin and had analyst Mark Vena attend the Oracle event in San Francisco. I was able to view the OpenWorld […]

03 Oct Should VMware Change Its Name?

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It was a memorable moment. Pat Gelsinger, the CEO of VMware , and Michael Dell, his largest shareholder, sat on a small riser in a large conference room somewhere deep inside the W Hotel in San Francisco. As the two fielded questions from a room full of industry analysts at the end of their long first day […]

03 Oct Is The Fastest Storage Array In The World Now From IBM?

here are very few architectures in the computing world like a mainframe. It delivers obscenely high levels of performance while simultaneously scaling towards the upper reaches of what you’d believe is feasible. It does this without any performance hiccups. Mainframes are built for continuous up-time. They set the benchmark for the industry in information security. […]

03 Oct CBRS OnGo Is A Game Changer For Wireless Services

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On Monday, after six years in development, the Citizens Broadband Radio Service (CBRS) and its OnGo initiative reached an important milestone in realizing its initial commercial deployment. The service promises to deliver a flexible model for the sharing of wireless spectrum in the 3.5 GHz band that’s been reallocated from military radar applications. Spectrum drives […]

10 Sep The Road To Self-Driving Storage

You’ve already noticed that the data center is in the midst of a revolution. It is no longer a world where you can simply unpack a server or storage array, rack it, and walk away.  The rise of various clouds, edge computing, machine learning, and software-defined everything makes the world increasingly complicated. Your infrastructure is […]

10 Sep AMD EPYC Is Poised For Big Gains, But Not For The Reasons You Think

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AMD garnered a lot of attention with the launch of its EPYC 7002 Series processor a couple of weeks ago, and with good reason. It’s a highly performant part with a feature set that differentiates the product from the rest of market. The press has been very positive in its coverage of EPYC. The strength of […]

22 Aug All Roads Lead To An Epyc “Rome” For Enterprise IT

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In case you weren’t convinced by AMD’s re-entry to the server market with the initial launch of EPYC in 2017, the company today launched an what I consider an incredible follow-on product with EPYC 7002 Series (codenamed Rome). While the market was excited to see the company re-enter the market with the original EPYC CPU, […]

22 Aug AMD And Its Partners Deliver Big At 2nd Generation EPYC Datacenter Launch

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AMD took a big step forward today in the datacenter with its launch of the 2nd Gen EPYC processor and platform. I attended the AMD EPYC Horizon launch in San Francisco, CA, and want to hit the highlights. I will focus more on the high-level messages and meanings while Moor Insights & Strategy server and […]

02 Aug Who Is ‘Really’ Leading in Mobile 5G, Part 4: Infrastructure Equipment Providers

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There’s lots of buzz these days around 5G and what it promises to deliver beyond today’s 4G LTE networks. Billions of dollars are being spent globally by carriers to upgrade their core and access networking infrastructure to support new services for consumers and businesses alike. This article is Part 4 of our series, focusing on […]