Datacenter

Three Cellular Networking Predictions For 2021

As we put a tumultuous 2020 in the rearview mirror, there are a number of exciting developments unfolding in the world of cellular networking. As a technology analyst that spends a significant time with both infrastructure providers and carriers, I anticipate three things gaining momentum in 2021: 5G private networking, Open RAN and the widespread …

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Hewlett Packard Enterprise Lab Efforts Seek To Enable 5G On A Massive Scale

I am convinced that the mountains that are near many Hewlett Packard Enterprise(HPE) facilities inspire the company’s lab and research and development efforts. I visited its lab in Roseville, California, in the summer of 2018, and was impressed by its capabilities. I wrote an article highlighting my insights. If interested, you can find it here.  Last month, …

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Pure Storage Beats The Odds, Again

You’d think Wall Street prognosticators would learn from their past mistakes. It seems to me that if a company beats estimates 75% of the time over two years, then maybe that model needs to be tweaked. Pure Storage, in its most current earnings, has beaten the odds and over-delivered yet again. Inside the quarter  Pure …

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Intel Announces Gold Release Of OneAPI Toolkits And New Intel Server GPU

Intel has had many new irons in the fire to serve its customers and position the company for financial growth. Two of those growth areas were discrete graphics and machine learning training. Its “six pillar strategy” outlined the six things the company would focus on, two of those being expanding the definition of compute and …

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AMD Goes After NVIDIA With New GPU For The Datacenter

Today AMD announced its first data center GPU to compete in high-performance computing (HPC) and Artificial Intelligence (AI). Last year, the company announced that it would bifurcate its GPU technology into two architectures: CDNA for computation and RDNA for graphics. This approach is now coming to fruition and should allow the company to optimize chips …

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IBM Focuses On Container Data In Latest Announcements

Containers have quickly emerged as one of the dominant architectures for application development and deployment. It’s a technology that eases many of the burdens facing IT administrators, as they seek to deliver business-critical applications while maintaining a high degree of IT agility. Containers provide efficient and flexible cloud-native workflows throughout the enterprise.  It’s no wonder …

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Qualcomm Extends Its 5G Reach Into Infrastructure

Qualcomm held its annual 5G summit online last week. I thought the company’s use of a virtual reality conference center was very creative—it made me yearn to board a flight! Qualcomm dedicated day one to keynotes and the second to several breakout sessions. Today I would like to provide my impressions from the event.     5G …

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Lenovo And SAP Tie The Knot, Again, At Tech World 2020

Lenovo Tech World 2020, scheduled for Oct. 28-29, brought together several Lenovo events, including an event for partners.  Conferences, often timed with product announcements, allow us to hear the company strategy and focus from Lenovo’s leadership. I’ll hit the key learnings from this announcement and then my opinion at the end. Lenovo has a laser …

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RESEARCH PAPER: IBM LinuxONE Delivers Performance and Cost Benefits

Successful technology trends and innovations often have roots in cost reduction, simplicity and business agility. Ironically, in the era of virtualization and consolidation, the datacenter footprint has grown for many businesses, with a corresponding increase in capital expenditures (CapEx) and operational expenditures (OpEx). One of the reasons costs increase through the adoption of technology is …

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Pure Storage Acquires Portworx And Elevates Container Data Management In The Process

Disruptive technologies often serve as a great equalizer. By definition, they change the conversation. Disruptive technologies can punish incumbents. It can also open the door to new opportunities for those daring enough to challenge the status quo. The rise of containers as an application architecture is one of these disruptive technologies. Containers have become, in …

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Open Networking And Edge Summit 2020 Delivers

Last week, I virtually attended ONES 2020, the Linux Foundation’s Open Networking and Edge Summit. I was impressed with the diversity of content at ONES this year, and appreciated the added emphasis on edge (which was the impetus for adding the “E” to the conference name—if you’ve never heard of the event, it’s because it …

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Lenovo’s Partnership Prowess On Display With New And Updated Datacenter Solutions And Services

The Lenovo datacenter group has been on quite a tear as of late. The data center group grew revenue 19% with an eye-popping 31% growth from cloud service providers in its recent earnings release. Even the Covid-19 beleaguered enterprise and SMB saw 9% growth driven by a doubling of software-defined infrastructure (SDI), services, and high-performance …

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Marvell And TSMC Collaborate More Closely To Bring 5nm To The Datacenter And 5G Infrastructure Markets

Marvell is a data center semiconductor company that does compute, storage, networking, carrier, and security silicon and late last year announced some significant changes to the company’s strategy at its first industry analyst event. The company is on a roll, and I believe the ‘New Marvell’ is the closest thing to an Intel in the data center. …

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What Do The Server Quarterly Earnings Tell Us?

“Earnings season” has come and gone for the major server vendors, and there’s been much reporting on each company’s financials and respective outlooks. As one would imagine, there’s good and bad to take from nearly every quarterly earnings report, but given these days of Covid-19, it seems like looking at the downside of everything is …

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HPE Aruba Finds Its Covid-19 Silver Linings In The Clouds And Beyond

I have followed many networking infrastructure providers throughout the pandemic. Hewlett Packard Enterprise (HPE) has been one of the standouts from my perspective based on its willingness to extend credit facilities and offer its solutions as a service for operating expense flexibility. Recently, the Aruba division commissioned a survey that polled IT decision-makers across the globe on several critical issues, including their its likely response to Covid-19. …

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Pure And Cohesity Partnership: Data Recovery At The Speed Of Flash

How rapidly can your organization recover from a ransomware attack? Imagine that your business has shifted to a work-from-home model. Thousands of your users have migrated to remote desktops, putting the integrity of your virtual machine images directly into your business’s critical path. Suddenly your enterprise, like an estimated 2,300 others each day, is hit by …

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Marvell Delivers Switching With An IQ At Scale Which Is Likely Bad News For Broadcom

I have been following Marvell for quite some time now and as our principal Patrick Moorhead expressed earlier today, the company “is on a roll.” This year, I provided my insights into an announcement that spanned its 5G solution set and significant wins with Samsung and Nokia. If interested, you can find that article here. This week, …

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Hewlett Packard Enterprise Snaps Up Silver Peak

This week, Hewlett Packard Enterprise (HPE) announced its acquisition of Silver Peak. I would like to provide my take on the nearly $1B purchase and what it means for HPE, Aruba and the company’s SD-WAN journey.     Why Silver Peak? By most accounts, privately-held Silver Peak is considered a leader in the SD-WAN space. It is a …

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Deconstructing The Real Impact Of Open RAN

There has been much discussion lately on the subject of Open Radio Access Network (Open RAN). Open RAN promises to bring disruption to operators in the form of lower capital expense, accomplished by the disaggregation of general-purpose hardware and software for base station deployment. The Telecom Infra Project (TIP) took a crucial step in February of this …

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Exploring Marvell’s Digital Transformation Strategy and Focus for the Future – Six Five Insiders Edition

On this episode of The Six Five – Insiders Edition podcast hosts Patrick Moorhead and Daniel Newman talk to Chris Koopmans, the CMO of Marvell, about the company’s rebranding efforts, their transformation initiatives and the product lines and services that Marvell is focusing on for the future.  In our conversation, Chris, Daniel and I explored Marvell’s recent pivot …

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