DataCentric - Episodes Tagged with “Hpe”

HPE and Nutanix Expand the Potential of Greenlake & as-a-service offerings

NAND Research — Thu, 05 Jan 2023 09:00:00 -0500

Hosts Steve McDowell and Matt Kimball, principal analysts at Moor Insights & Strategy, kick off the new year with a conversation with both Nutanix and Hewlett Packard Enterprise.

Joining the podcast is HPE's Mark Maguire and Nutanix's Aaron Delp.

Nutanix and HPE are at forefront of IT modernization & digital transformation, helping customers globally deliver business critical apps in more efficient and cost-effective way with certified solutions that come with freedom of choice (flexibility of deployment and choice of consumption model).

The guys talk about how to solve real world customer problems, where traditional infratructure is too costly, time consuming and complex; public cloud is not the panacea. Nutanix and HPE deliver a new way to operate and pay for infrastructure: delivering on the promise of the cloud, not the cost of the cloud, across key workloads and regulated industries:

Special Guests: Aaron Delp, Mark Maguire, and Matt Kimball.

Delivering Database-as-a-Service with Nutanix Era & HPE GreenLake

NAND Research — Wed, 03 Nov 2021 01:00:00 -0400

The cloudification of IT is happening. There is a trend in IT towards simplifying the IT experience, both technologies and IT services. Nowhere is this more evident than in how IT organizations deliver services, such as database services, to the broader enterprise.

On this edition of DataCentric, hosts Matt Kimball and Steve McDowell, principal analysts at Moor Insights & Strategy, talk to HPE and Nutanix about how these two companies have partnered to help IT shops simplify both their own, and their user's, experience.

Joining Steve and Matt are Kate Davis, Global Marketing Manager for HPE GreenLake edge-to-cloud platform, and Maggie Smith, senior solution manager for Nutanix database solutions.

The Nutanix Cloud Platform complements the public cloud-like billing and standby capacity of HPE GreenLake, with fully integrated compute, storage and virtualization building blocks that provide turnkey, instant operations.

Special Guests: Kate Davis and Maggie Smith.

AMD Launches its EPYC New Server CPU

NAND Research — Thu, 18 Mar 2021 01:00:00 -0400

AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan".

Hosts Matt Kimball and Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about what AMD's launch means to the server industry. The guys also find time to talk about the latest infrastructure market numbers. On the latest DataCentric podcast.

Is the Enterprise Infrastructure Market Rebouding?

NAND Research — Fri, 05 Mar 2021 10:00:00 -0500

Earning's season for 4Q has come to a close, with Dell Technologies, Hewlett Packard Enterprise (HPE), NetApp, and Pure Storage all annouceing over the past two weeks. This is enough to giving us an idea of how healthy the enterprise storage & server markets are as we leave 2020. The news is actually pretty good.

Hosts Matt Kimball & Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about it on this DataCentric.

Data Center Predictions for 2021

NAND Research — Mon, 18 Jan 2021 14:30:00 -0500

It's a new year (2021!), which can only mean one thing: Predictions! Hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, turn their datacentric focus to the future of the data center and the trends that will be most impactful in 2021.

00:00 Let's start
03:01 Arm-based processors in the cloud: where's it going? Does it impact Arm server adoption? Will there be Arm-based general purpose servers?
14:15 Forget about Arm, what about AMD? Will they hit 15% server share in 2021?
18:15 Intel has had a monopoly in the nascent 3D XPOINT (Intel Optane) business, despite co-inventing the technology with Micron. Does that change in 2021?
20:50 Nutanix gained new private equity backing in 2020, changing CEOs, and positioning itself for.... something... in 2021. One of our hosts think its an HPE acquistion.
25:31 How impactful will the various OEM's as-a-service offerings be in 2021? Let the boys tell you.
30:20 A contrary prediction about the future of Nvidia's quest to absorb Arm
35:37 In-person conferences will come roaring back. Or not.

That's it! Tune in wherever you find podcasts.

It's Cyber-Security Month and HPE has a Unique New Server Offering

NAND Research — Thu, 01 Oct 2020 10:00:00 -0400

Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy.
As cyber-security month kicks off, Hewlett Packard Enterprise announces a new "country of origin" server program that takes things to the next level.

John Grosso, who leads the HPE's Global Operations Engineering organization, joins hosts Matt Kimball and Steve McDowell to talk through cyber-security, the criticality of securing the supply chain, and how HPE is stepping up its secure server program with a new "county of origin" program, where servers are assembled and validated in the United States.

This one is a fascinating exploration of an area most of us don't think about on a daily basis. Listen in.

Special Guest: John Grosso.

Links:

Matt's Forbes column on HPE's new programs

Inside the HCI Market with Hewlett Packard Enterprise

NAND Research — Mon, 28 Sep 2020 16:00:00 -0400

What is it about HCI that enterprise IT likes so much? On this episode David Wang, HPE's director of storage marketing, drops in to talk to hosts Matt Kimball and Steve McDowell about why HCI is compelling, and how the different flavors of HCI address a range of needs in the enterprise, whether on the edge or in the core.

HPE is in an interesting place with HCI. The company has two in-house HCI solutions, dHCI and SimpliVity, and is a major mover of both Nutanix and Vmware VSAN software. How does HPE position them? And what's the right answer for your IT shop?

Join us in a wide-ranging and fascinating conversation about HCI's place in the enterprise, and where HPE's dHCI and other solutions fit.

A special thank you to Sonal Dave' for helping out with the logistics and, of course, David Wang for joining us!

Special Guest: David Wang.

Links:

Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction

NAND Research — Wed, 27 May 2020 17:00:00 -0400

It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning.

Join hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.

Cybersecurity in the age of the Intelligent Edge: A conversation with HPE and Aruba

NAND Research — Thu, 26 Mar 2020 10:00:00 -0400

The Intelligent Edge, encompassing "devices that aren't in the datacenter", is growing at a nearly exponential rate. This challenges how traditional IT thinks about managing intelligent infrastructure, especially at the intersection of IT and OT, forcing everyone to think just a little bit differently -- all of this as nearly every company is forging their own paths.

DataCentric hosts Matt Kimball and Steve McDowell are joined by two experts in this field: Jon Green, VP and Chief Security Technologist and Aruba, a Hewlett Packard company, and Tim Ferrell, master cybersecurity architect at Hewlett Packard Enterprise, bring their unique perspectives about the challenges involved.

The gang ponders the how IT should think about evolving people, processes, and practices in the age of the Intelligent Edge.

This episode is sponsored by Hewlett Packard Enterprise.

Special Guests: Jon Green and Tim Ferrell.

Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day

NAND Research — Mon, 09 Mar 2020 14:00:00 -0400

Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell & Matt Kimball talk about what the flat-to-down quarter means to the overall enterprise infrastructure market. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color.

The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing?

The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins & loses here? Matt & Steve talk about it.

Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, & everyone's push against Nvidia for enterprise AI.

It's a lot. Skip to your favorite sections:

01:42 Infrastructure Market
14:22 HCI Market
24:54 Ampere brings ARM into the Hyperscaled Data Center
34:40 AMD continues its surge forward. Should Intel be worried?
43:38 Matt & Steve's closing thoughts.
48:29 The End.

Links:

Edge Computing: New Announcements from DELL & HPE + News!

NAND Research — Tue, 25 Feb 2020 15:00:00 -0500

Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What's it all mean? Where's it all fit? Moor Insights & Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out.

Timeline:

04:15 New Edge offerings from Dell Technologies
14:55 Huawei and the Edge
18:25 HPE Proliant Microserver Gen 10
23:24 New Entry-Level EPYC parts from AMD
24:12 Lenovo Earnings
34:29 Tidying Up

Links:

Top 2020 DataCenter Trends

NAND Research — Mon, 13 Jan 2020 20:00:00 -0500

It's 2020, and that means a whole new set of predictions for the year! Join Moor Insights & Strategy technology analysts Matt Kimball and Steve McDowell as they discuss what they believe will be the most impactful trends impacting data centers and IT architecture over the coming twelve months.

02:21 Silicon Architecture is no longer a buying critera for servers -- it's all about matching capabilities to workloads (whether x86 or ARM)
09:50 The Public Cloud providers will begin a cycle of acquistions to move their offerings up-the-stack.
19:30 The big OEMs will stop talking about servers and storage and instead both double-down on consumption-based compute models, and deliver more workload-specific solution stacks.
28:20 It's not the year of edge (yet), but 5G is deploying and it will be the year that Edge impacts IT planning for the following years.
35:46 The End!

Big Trends from 2019

NAND Research — Mon, 06 Jan 2020 17:00:00 -0500

It's been an eventful year, but largely one setting chess pieces up for what's to come. Moor Insights & Strategy technology analysts Steve McDowell and Matt Kimball each give their top trends of the past year. Not to spoil it, but you can jump directly to the topics from the timeline below:

00:50 Silicon is Sexy Again! Whether we're talking about AMD, ARM, Ampere, NVIDIA, Intel, or one of the emerging players, we're talking about chips.
03:13 The Year of AI Enablement, both applications & inference, with a coming battle for the inference market
05:38 OEMs are Moving to Solution Sales & Application Stacks
08:30 There's a Fight Brewing for On-Prem As-as-Service
13:45 Kubernetes dominated the headlines, but is it here to stay?
16:25 More as-a-service, as we dig deeper into consumption based computing
21:22 The End.

HPE's Container Platform with HPE Cloud Strategist Robert Christiansen

NAND Research — Mon, 18 Nov 2019 12:00:00 -0500

As Hewlett Packard Enterprise launches its bare-metal container platform at KubeCon this week, Moor Insights & Strategy analysts Matt Kimball and Steve McDowell have a conversation with HPE VP and Chief Cloud Strategist Robert Christiansen. The guys talk about how HPE views cloud workloads, and how the power of Kubernetes and containers might just be the right answer for both cloud and edge.

It's a great conversation with unexpected insight about the long-term impact of Kubernetes on IT architecture. HPE is helping to shape that future as it brings the power of MapR and BlueData into the fold. Listen in.

Thank you to Robert for taking the time to join us this week.

Special Guest: Robert Christiansen.

Links:

HPE Unveils Container Platform

July 2 2019: HCI Market Share Numbers + Wrapping up HPE Discover

NAND Research — Tue, 02 Jul 2019 17:45:00 -0400

HCI market share numbers for Q1 2019 are in and, boy, have things changed! Nutanix slides while Dell EMC holds dominance in branded systems, but isn't that part of Nutanix's strategy? Shifting to less branded, more partner/OEM sales? That, plus we recap the big themes from the recent HPE Discover Conference.

All that, and more, from Matt Kimball and Steve McDowell, technology analysts at Moor Insights & Strategy.

3:26 HPE Discover recap -- it's Everything-as-a-Service
16:00 HCI Market Continues to grow, but there's drama in the numbers.

Cyber-Security with HPE's Bob Moore: Live from HPE Discover

NAND Research — Mon, 24 Jun 2019 10:00:00 -0400

During this wide-ranging half-hour discussion recorded live at the 2019 HPE Discover in Las Vegas, hosts Steve McDowell and Matt Kimball talk to HPE's Director of Server Software and Product Security, Bob Moore, about the insidious attack vectors that are emerging. This covers everything from firmware attacks to supply chain interceptions, along with the growth of mafia-like organizations that are driving attacks at an unprecedented scale.

We also talk about how the industry is helping IT respond to those attacks. IT best practices are being supplemented by silicon-based defenses, AI-driven predictive analytics (such as HPE's own InfoSight), and new cyber-insurance offerings.

It's a jam-packed, wide-ranging discussion. It's also one you won't want to miss.

Thanks you to Bob Moore for joining us, and HPE's analyst relations team for helping coordinate it all.

Special Guest: Bob Moore.

Converged Infrastructure with HPE's Gary Thome: Live from HPE Discover

NAND Research — Wed, 19 Jun 2019 12:15:00 -0400

Joining the podcast this week is Gary Thome, HPE's vice president and chief engineer within the Converged Datacenter Infrastructure business. Moor Insights & Strategy analysts Matt Kimball and Steve McDowell talk to Gary to gain a deeper understanding of what converged infrastructure is, and how it fits into modern IT architecture.

It's a fascinating conversation that will help you better understand what's happening in this new world

Thank you to Gary for taking the time to talk to us, and the HPE analyst relations crew for hooking us up.

Special Guest: Gary Thome.

Live from HPE Discover: Announcements! Themes! Fun in Las Vegas with HPE!

NAND Research — Wed, 19 Jun 2019 09:00:00 -0400

HPE Discover kicks off with an overwhelming list of themes focused around software-defined, multi-cloud, intelligent edge, and, of course, the stars of the show: Storage and HCI. Hosts Matt Kimball & Steve McDowell provide a high-level recap of all the happenings, and contextualize the announcements. You won't want to miss it!

HPE Launches Primera high-end storage.
SimpliVity gets two new offerings + now supports HPE InfoSight
Composable Infrastructure
A "cloudless" furture?
And more!

May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More!

NAND Research — Tue, 28 May 2019 00:00:00 -0400

Last week was a big week for earnings, with Hewlett Packard Enterprise beating the street and providing some intriguing commentary in their conference call, Pure Storage misses its number while putting up great growth numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei.

Looking to jump to the part you're interested in? Here's where things line up:

1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?
3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake
14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo
23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.
32:00 China: Some uneducated discussion about latest news.
38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings
41:32 What’s coming up? HPE Discover.

March 7 2019: IBM Think! Plus earnings wrap-up for Lenovo and HPE

NAND Research — Thu, 07 Mar 2019 23:00:00 -0500

Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights & Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped.

Lenovo announced earnings, where the company delivered double-digit growth in its enteprise business, with a surprising confession that it might have hit triple digits in North America. At the same time, Hewlett Packard Enterprise's earnings showed that (for HPE) the future is all about converged infrastructure, where its HCI business grew a whopping 70%. What's it all mean? Matt & Steve puzzle that out.

There's also news of ARM Holdings delivering a new enterprise-class server and edge core. Does that mean that Linus is wrong, and ARM has a future in server?

All that, plus the fellows inadvertantly learn that if you record outside on an unseasonably warm day in March, even with a directional microphone, that the birds will have their say.

Dec 6 2018: Recapping Amazon re:Invent & HPE Discover

NAND Research — Thu, 06 Dec 2018 20:00:00 -0500

In this episode of the DataCentric podcast, hosts Matt and Steve discuss the large number of datacenter-impacting announcements at Amazon’s premier cloud event re:Invent, including news of Amazon deploying their custom-built ARM parts, bringing cloud on-prem, and more.

The team also recaps the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage.

*Here are some links to explore, should you want to go deeper: *

We've done a lot of writing about this episode's topics. You can find a round-up of articles from Moor Insights & Strategy on Amazon re:Invent at the summary page here:
http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/

Matt also recently published a piece with nice backstory on ARM in the enterprise for Forbes:
https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/

Matt also talked about HPE Composable Infrastructure with the good folks over at datacentertechnology.com, while Steve talked to them about Amazon's new Glacier Deep Storage offering and it's potential impact on tape backup:

https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware
https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer

Steve recently published a white-paper describing HPE’s intelligent storage efforts gave an inteview about Amazon's new Glacier Deep Storage:
https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html