Datacenter

Intel Makes A Strong Statement On The Datacenter Front With Sapphire Rapids

The last couple of years in datacenter compute has been dominated on two fronts. Arm establishing a foothold in the cloud, and AMD establishing a foothold everywhere. Yes, Intel still owns the vast majority of the datacenter, but it certainly doesn’t feel that way.  This feeling is partly because of the amazing story that is AMD …

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Intel Plants An Infrastructure Flag With Mount Evans

It is no secret that Intel is under new leadership with Pat Gelsinger, given his return to the iconic Silicon Valley company earlier this year, where he spent the first thirty years of his career. The semiconductor giant is subsequently making waves with several recent announcements. One caught my attention at last week’s Intel Architecture Day – …

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AMD’s Latest Quarter: Enterprise IT Is Finally Getting On Board

In case you haven’t heard, AMD had a killer Q2. Its revenue of $3.85B represents a 99% growth year-over-year (YoY). Additionally, gross margin came in at 48% (up 4% YoY), and operating income at $831M.  In the datacenter group, the numbers were even more impressive. Enterprise, Embedded, and Semi-custom (EESC) reported $1.6B, up 183% YoY. …

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IBM Beefs Up Its Cyber-Resilient Storage

It’s an exciting time for those of us who work in the IT industry. It seems like that no matter where you look, you will find a disruptive technology or trend shaking things up. Some of these are good, others not so much.  Affordable high-speed 5G connectively extends our data centers to the edge while cloud …

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Hewlett Packard Enterprise Aims High For 5G Automation

Last month, I spent time with Hewlett Packard Enterprise (HPE) telco executives ahead of Mobile World Congress (MWC) Barcelona. The company recently underwent a reorganization that it claims will better enable the development of solutions to support mobile operator 5G deployments globally. HPE also announced at MWC a handful of enhancements to its 5G automation …

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AT&T Puts Its 5G Future In The Azure Cloud

As an analyst, I follow all the tier one mobile network operators on the globe. Each is unique in regard to their subscriber base, vertical market focus and investment areas, and AT&T is no exception. The operator’s investment in research and development is impressive, as demonstrated by its Bell Labs efforts and Linux Foundation networking …

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Marvell Extends Its 5G Leadership With Next-Generation Silicon

I have written about Marvell extensively in the past, and I continue to be impressed with its leadership in 5G silicon. The company’s DPU announcement this week during Mobile World Congress Barcelona, in my mind, furthers its momentum. My firm was recently briefed by Marvell executives and I would like to share my takeaways. New …

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Nutanix Demonstrates That It’s More Than Just HCI On Investor Day

Rarely does a senior executive of a dominant company step aside to lead his biggest competitor. Yet that’s precisely what Rajiv Ramaswami, then VMware’s chief operating officer of products and cloud services, did late last year when he accepted the chief executive role at Nutanix. I was fortunate to talk with Rajiv at Nutanix’s investor …

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Celona Aims To Ease Private 5G Enterprise Deployment

For many enterprises, cellular infrastructure is an intimidating subject. I recently sat down virtually with Ozer Dondurmacioglu, VP of Marketing at Celona. Celona is a start-up offering a private 5G cellular networking platform as a service. Celona’s goal is to make cellular as easy to manage as Wi-Fi within the enterprise. I want to share my …

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HPE’s Project Aurora Is A Big Deal – Here Is What You Need To Know

HPE kicked off Discover with the unveiling of Project Aurora, a silicon-to-workload and edge-to-cloud security solution. With Project Aurora (first available on its cloud-native GreenLake Lighthouse platform), HPE claims to deliver a zero-trust architecture that protects infrastructure and workloads from the most advanced and insidious attacks. Does HPE deliver? And what is zero-trust? We will …

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Dell Technologies’ Renewed Telecom Push To 5G

While Telecom is not a new vertical focus for Dell Technologies, I would argue it has not been a priority in the past. From my perspective, that changed this month at Dell’s virtual telecom event on June 9th. Not surprisingly, the underlying theme was 5G’s ability to bridge the unconnected and accelerate enterprise and service provider …

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Intel Announces The ‘Infrastructure Processing Unit’ At The Six Five Summit 2021

This morning at this year’s Six Five Summit 2021, the head of Intel’s DPG, Navin Shenoy, announced its intention to create the “Infrastructure Processing Unit,” or the “IPU.” He spoke after Intel CEO Pat Gelsinger kicked off the five-day thought leadership and strategy event presented by my company Moor Insights & Strategy and Futurum Research. Shenoy’s …

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Dell Jumps Head First Into Consumption-Based Computing With APEX

Dell Tech World came and went last night. Front and center was APEX, the company’s consumption-based offering that enables companies of all sizes to consume IT infrastructure and solutions in a cloud-like fashion. Pay for what you use, with no capital outlay.  During the launch of APEX back in October of last year, Michael Dell …

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Pure Storage Evolves The Digital Experience For Data

Pure Storage will tell you that simplifying storage and data management is its core mission. Evolving an enterprise’s digital experience guides nearly everything the company does. Pure delivers to this mission by providing an increasingly intelligent set of integrated products and solutions.   Pure’s products and solutions are all aligned to the idea that you can’t …

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Dell Technologies World 2021 Delivers On Security And Networking

I attended the virtual Dell Technologies World 2021 event last week along with fellow Moor Insights & Strategy analysts Steve McDowell, Matt Kimball and firm President, Patrick Moorhead. The big news centered on the APEX IT-as-a-service offerings aimed at helping enterprises simplify the consumption and deployment of technology. However, I discovered some interesting announcements related to my …

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APEX Takes Dell Beyond Just Storage-As-A-Service

The public cloud providers have spoiled IT architects.  The convenience of opening a web browser and deploying resources without actually needing to buy any expensive servers or storage arrays is unmatched in the history of enterprise IT.   At the same time, placing all of your workloads in the public cloud is not the solution to …

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How AQUA For Amazon Redshift Performs Its Queries Up To 10X Faster Than Before

I love to research and write about semiconductors and chips! Many industry pundits were crowning software king about a decade ago, with semiconductors reduced commodity serfdom. From what I hope you are seeing right now is that when you combine the two and then add cloud, the real magic happens.   Today that is true, as …

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IBM Goes Container-Native With Spectrum Fusion

The realities of deploying cloud-native workloads force a different way of thinking about storage. Data that is location-independent introduce a flurry of new challenges. Cloud-native container technologies place different demands on persistent storage. Storage software must evolve to address these challenges.   Data management and data placement are complex problems to solve. Ensuring consistent access and …

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Arm Continues Its Enterprise Push With Neoverse Next Gen

Arm recently announced the launch of its next-generation Neoverse family of IP, and its intentions are clear – to be the architecture of choice in the cloud-driven enterprise. So, what is next-generation Neoverse, and what is the direct impact on enterprise IT organizations? And how will/should the x86 players respond? I’ll try to cover this …

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Jonathan Davidson And Cisco’s Vision Of The Internet For The Future

Following Cisco’s signature Live! 2021 event in late March, I recently had the opportunity to speak with Jonathan Davidson, who leads the company’s Mass Scale Infrastructure (MIG) group. During our one-on-one, we discussed several topics, including the recent Acacia acquisition, 5G and its private cellular networking opportunity and the book he co-wrote nearly 20 years …

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