19 Jul The Shape Of Things To Come? AT&T Rolls Out The Red Carpet In Hollywood

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I had the opportunity to spend two days with AT&T at its Shape Tech & Entertainment Expo. Over 10,000 attendees got a glimpse into the back lots of Warner Bros. Studios and what AT&T has in store as its acquisition of Time Warner is expected to close in the fall around Labor Day. (Source: Will […]

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 2017 Analyses

Patrick Moorhead, John Fruehe and Mike Krell attended Cisco Live 2017 held in Las Vegas, NV, from June 25 to June 28th, 2017. You can find the analyses below. Cisco Live Day 3: Leaning Into Security Cisco Live Day 2: All About Deeper Tech And A Glimpse Into Cisco’s Future Cisco Live Day 1: All […]

30 Jun Has AMD Secured A Spot In The Datacenter?

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When AMD exited the server market back in 2012, it held 10% market share. While not a large chunk of the market, the legacy of Opteron and relationships with OEMs and big datacenter customers translated into market significance. This was important, as this market significance assured broad software ecosystem support when AMD released a new […]

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 […]

22 Jun HPE Leading The Pack With Support For AMD’s EPYC Datacenter Chip

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HPE President Antonio Neri and AMD CEO Lisa Su at AMD’s EPYC launch Advanced Micro Devices (AMD) made big waves in the industry this week with the launch of its 7000 series high-performance datacenter processors. I attended the pre-brief event in Austin, this past week, and I’ve already written my deep-dive on the launch, and […]

21 Jun AMD EPYC Datacenter Processor Analyses

Forbes: HPE Leading The Pack With Support For AMD’s EPYC Datacenter Chip, by Patrick Moorhead with contributions by MI&S staff Forbes: AMD EPYC Server CPU Launches With Broad OEM, ODM, ISV, IHV Support, by Patrick Moorhead with contributions by Anshel Sag RESEARCH PAPER: Power/Performance Determinism, by John  Fruehe RESEARCH PAPER: SPEC CPU 2017 & Changing Performance, […]

21 Jun RESEARCH PAPER: Power / Performance Determinism

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Today’s demanding workloads and complex environments leave businesses looking for every ounce of available performance from their systems. While CPU vendors strive to deliver the highest level of performance at all times, CPU manufacturing processes leave some variability that prevents vendors from capitalizing on every last drop of performance in an individual CPU. Because CPU […]

21 Jun RESEARCH PAPER: SPEC CPU 2017 & Changing Performance

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Benchmarks help determine the relative performance of different platforms, neutralizing technical differences so IT can better ascertain the actual workload impact. The SPEC CPU 2006 benchmark has helped IT generate a relative performance baseline for CPUs across different platforms for over ten years. But being more than a decade old means the benchmark no longer […]

21 Jun RESEARCH PAPER: AMD EPYC Brings New RAS Capability

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With each new enterprise platform transition, the reliance on technology increases. Today, businesses are looking to strategies like digital transformation to reshape their operations, but these new approaches to business will put more stress and reliance on servers. By digitizing, instrumenting, and capturing untold amounts of data, businesses can get a better handle on their […]

21 Jun AMD EPYC Server CPU Launches With Broad OEM, ODM, ISV, IHV Support

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AMD EPYC processor The server CPU business has never been any easy one for anyone, even for Advanced Micro Devices, who once held 25%-unit share. Many companies have tried and failed to penetrate the enterprise “wall of Intel” the last decade and I have seen one go out of business, one get bought, many cease […]

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 […]

20 Jun Cisco Introduces New ‘Intent-Based’ Access Networking Products And Services

When you think “enterprise networking,” the company that undoubtedly springs to mind for most people is Cisco Systems. With the majority of the world’s internet traffic running via Cisco core networks, it’s truly a global force to be reckoned with—for that reason, I follow the company very closely and am always looking forward to hearing […]

19 Jun Dell EMC And VMware Driving Potential Inflection Point In VDI Adoption

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Tucked appropriately but perhaps too quietly into the set of a Dell EMC and VMware announcements at Dell EMC World was an example of synergy from the Dell EMC acquisition and tighter product collaboration occurring with VMware: Dell EMC VDI Complete. We noted it in our event coverage but want to elaborate on an offering […]