16 Nov Is Microsoft Adding Xilinx To Its Datacenters?

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At this point, Microsoft is probably the industry’s largest buyer of Intel FPGAs for datacenter acceleration. It has published numerous blogs and papers about its extensive use cases for the adaptable hardware, from security to search to AI (which I have opined on in numerous Forbes blogs). On Wednesday, October 31, Bloomberg’s Ian King published […]

22 Oct Lenovo’s Secret Recipe For Hyperscale Success Is Called ‘ODM+’

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Unnamed hyperscale customer.  LENOVO It’s no secret that Lenovo is on a roll in the datacenter after years of declines after the IBM x86 server business acquisition. Lenovo achieved its goal of becoming #1 in HPC Top 500 two years ahead of its self-imposed schedule), and recent numbers for its Data Center Group showed a […]

17 Oct Arm Launches Neoverse: Five Things To Know

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Arm TechCon 2018 is being held in San Jose, CA this week.   MATT KIMBALL Today at Arm TechCon 2018, Arm doubled down in the infrastructure space with the launch of its Neoverse brand of infrastructure related intellectual property (IP) and a brief glimpse at its roadmap. The Arm market vision is spot on, and the […]

27 Sep Salesforce And Oracle Missing From The Open Data Initiative Announced At Ignite

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Microsoft, SAP, Adobe CEOs announce the Open Data Initiative.   PATRICK MOORHEAD This week I’m attending Microsoft Ignite 2018 in Orlando, FL, the tech giant’s annual customer and CIO conference. In comparison, Microsoft Build is primarily for developers and its ecosystem and Inspire is for its partners and channels. I make a point to attend the […]

17 Sep Lenovo And NetApp Get Very Close On Storage Systems

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As part of the Lenovo and NetApp deal, it will create a China JV.     STEVE MCDOWELL Principal Analyst Patrick Moorhead contributed to this post. Lenovo and NetApp announced a strategic alliance at the Lenovo Transform 2.0 event in New York City this week. Moor Insights & Strategy principal analyst Patrick Moorhead was in attendance […]

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 […]

31 Aug Microservices: Scalability For An Emerging Networking Paradigm

It seems the technology industry is always coining new buzz-words. “Intent-based” has been all the rage in networking lately, with Cisco Systems pushing its highly visible “Network. Intuitive” strategy. Today I’d like to talk about the buzz-word “disaggregation”—the notion of separating functions such as computing, storage, and networking in order to drive organizational efficiency and […]

28 Aug Intel Had One Thing To Accomplish At Its Data-Centric Summit, So How’d It Work Out?

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Intel’s Lisa Spellman kicks off its Data Centric Innovation Summit in Santa Clara.     PATRICK MOORHEAD I had the opportunity of attending Intel’s “Data-Centric” Innovation (DCI) Summit last week with a small group of industry analysts, financial analysts, and press and wanted to share with you my quick thoughts. This event seemed a bit financial-analyst […]

22 Aug Intel Makes Storage Integral To Data Center Architecture, And That’s Smart

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SANTA CLARA, CA/USA – MARCH 1, 2014: Intel Sign at Corporate Headquarters.   PATRICK MOORHEAD Intel Corporation is not always top-of-mind when you think about storage companies and that’s a mistake. Intel has been delivering solid-state storage since 1985.  Over the few years, Intel has been increasing its investment both in storage technology, but also in […]

21 Aug IBM POWERs Scale Up With Its Newest Servers

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Note: This blog contains contributions from Moor Insights & Strategy principal analyst, Patrick Moorhead IBM has had a string of success in recent quarters with its Systems business lines and last quarter, was the growth driver for the entire company. Part of that can be attributed to Z mainframes but was also driven by the […]

21 Aug The Linux Foundation Is Changing The Fabric Of Networking

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LINUX FOUNDATION Chances are you’re familiar with Linux, but for tech novices, it’s a collection of open-source software built upon the Linux kernel (the core of a computer operating system). Linux was first released in 1991 at about the same time I joined a small computer company in Austin, Texas that had a crazy notion […]

17 Aug The Hitchhiker’s Guide To Edge Computing

The topic of edge computing is hot. Every analyst, journalist, and pundit is offering an opinion. Every day, my email “inbox” is filled with enough of those opinions to thoroughly confuse anyone trying to get their head around the basics of edge computing and what all the hype means. So, in a thousand words or […]

17 Jul Lenovo Launches ThinkAgile CP “Composable Cloud” Platform

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ThinkAgile CP overview LENOVO The market for cloud services and private cloud software is booming based on IT’s desire to simplify and speed up its operations and therefore put more effort into strategic projects and applications. As a former IT practitioner, I cannot tell you how valuable this is, but how difficult it can be to […]

16 Jul What Is Qualcomm Really Doing With Its Server Division?

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Qualcomm President Cristiano Amon talks growth opportunities at CES 2018 Since May, there has been a lot of rumor and speculation on what Qualcomm was going to do with its server division given CEO Steve Mollenkopf’s Wall Street 2018 promise to cut a billion dollars by 2019 expenses.  The news stories and headlines ranged from […]

10 Jul Inside IBM’s New FlashSystem 9100

It’s been a crowded season of storage industry announcements. It seemed like things were finally quieting down, but today IBM shook things up again with its announcement of a new end-to-end NVMe powerhouse storage solution, the IBM FlashSystem 9100. I’ve written previously about IBM’s current cadence of innovation. In addition to the new IBM FlashSystem […]

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 […]

06 Jul Lenovo Rakes In Most TOP500 Systems And Two Years Ahead Of Schedule

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TOP500 It’s that time of year again at the International Supercomputing Conference (ISC) conference, where records are being broken, and new lists created. This year’s ISC is being held in Frankfurt, Germany, and Lenovo announced that it had officially become the number one provider of supercomputing systems, as ranked by the number of systems placed […]

26 Jun HPE Discover 2018: Livin’ On The Edge

Hewlett Packard Enterprise ’s Discover conference was held in Las Vegas last week and the company was laser-focused on edge computing, cloud computing, and the autonomous datacenter. When it comes to technology conferences, most companies strive to paint an inspiring vision of the future. Oftentimes though, that vision is almost science fiction—no real linkage to […]

20 Jun How Has The AMD EPYC Server Processor Done In Its First Year?

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A beaming Lisa Su, AMD CEO, stands in front of an EPYC-based server rack Advanced Micro Devices, AMD, re-entered the server market with the launch of its EPYC processor one year ago today. This launch was significant and could be described as a very big bet by AMD against a competitor that owns over 99% […]

08 Jun It’s Been An EPYC Couple Of Weeks For AMD

Advanced Micro Devices ( AMD ) has been busy on the server front. At Computex 2018 in Taipei, Lisa Su gave a brief, but compelling update on AMD’s server business (you can view here – go to the 20:35 mark). The “net – net” of this all is that EPYC is gaining momentum with OEM […]