Cloud Services and Enterprise Software

Cloud services and enterprise software

Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018

It has been a bit over a week since AWS re:Invent 2018 ended in Las Vegas. I had the chance to attend Amazon’s premier conference for all things AWS with 50,000 other on-site participants (100,000 online) and it was a great opportunity to see what’s new in its #1 market share cloud services portfolio. The …

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Moor Insights & Strategy Analyst Coverage At Amazon AWS re:Invent 2018

Columns/reports: Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018, by Patrick Moorhead (December 10, 2018) Amazon AWS Builds Toward A Shift In Processor And Server Market Power At Re:Invent, by Rhett Dillingham (December 10, 2018) AWS Expands Compute Instances With Graviton A1 And Makes Arm Neoverse Real At re:Invent, by …

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We Must Find A Way To Defy Data Gravity In The Cloud

The IT industry is in the midst of a transformational era in terms of how we treat data.  At Moor Insights & Strategy we have discussed countless the times forces that are driving the need for a data strategy, how that need is deeply impacted by real-time analytics, and how data has escaped the datacenter …

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Cisco Introduces First Hybrid Kubernetes Platform Support For Amazon EKS

Cisco’s Hybrid Solution for Kubernetes on Amazon AWS.   CISCO Today, Cisco Systems announced the introduction of a new hybrid deployment option for joint customers of Cisco Systems and Amazon.com Web Services (AWS) who deploy their container-based applications on Kubernetes. The Cisco Hybrid Solution for Kubernetes on AWS enables configuration of the Kubernetes-based Cisco Container Platform …

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Huawei’s Ambitious Goal To Make Connectivity Smarter

Shanghai, China.  WILL TOWNSEND Last week, I attended Huawei Connect 2018 in Shanghai, China. In the event’s third year, Huawei outlined its broad strategy to bring artificial intelligence (AI) to the masses, leveraging its growing global footprint in consumer devices, enterprise networking, and wireless carrier infrastructure. With over 26,000 in attendance (a dramatic increase from …

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Enterprises Consider Container Platform Options As Market Consolidates

Container platforms are a hot topic in the enterprise. They represent a top investment theme in the executive stories of digital transformation and cyber-security initiatives at the upcoming fall conference of ONUG, one of the top enterprise cloud user groups representing over $150B in annual IT spend. However, container platforms fall within the cloud management …

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NVIDIA: From The Datacenter To The Autonomous Car

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. …

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Xilinx Launches Versal Acceleration Chip

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 …

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New Microsoft Surface Hub 2 Sets The High Bar For Workspaces

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 Salesforce.com or …

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

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 …

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

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 …

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The Evolving Enterprise Calculus Of Public Cloud Versus Private Infrastructure

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 …

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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 …

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HPE Discover 2018 Signaled The Next Stage Of The Company’s Future Under Antonio Neri

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 …

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HPE Expands Cloud Services Into Large Managed Services Opportunity

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 …

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It’s All About Networking At The Edge At HPE Discover 2018

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, …

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Dell EMC, VMware, And Pivotal Deliver Joint Cloud Platform Solutions

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 …

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Moor Insights & Strategy Analysis on NVIDIA GTC 2018

  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 …

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NVIDIA Reinforces Machine Learning Training Lead Via Platform Improvements At GTC 2018

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 …

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NVIDIA Powering Increase In GPUs Deployed For VDI

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 …

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