Datacenter

Pure Storage Elevates FlashArray To Storage’s Top Tier

Enterprise IT is in the throes of an information explosion. Every prediction over the past decade about the year-over-year exponential explosion of data has come true. The big side-effect of digital transformation is that we are all awash in data, all waiting to provide business value.  Enterprise workloads with high capacity and performance requirements often …

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Amazon Web Services Gets Serious About Networking At Re:Invent 2021

It’s December, the time of the year for mistletoe, holiday parties, and Amazon Web Services (AWS) re:Invent. This year’s event did not disappoint, with its multitude of live and on-demand sessions spanning practically every technology topic under the sun. I paid keen attention to the announcements tied to telecommunications and networking and would like to …

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AMD Doubles Down On HPC With Milan-X And MI200

AMD introduced the Milan-X CPU and MI200 Series GPU to extend its high-performance computing (HPC) performance capabilities. The Milan-X combines packaging and unique 3-D stacking to achieve what AMD claims is significant performance gains for HPC workloads. Meanwhile, the MI200 is a new GPU design that competes directly with NVIDIA’s A100 GPU, an HPC workhorse.  What …

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Micron, Kobayashi Maru And The Future Of The Data Center

Over the years, we have all witnessed the vendor slide that predicts the explosion of data. Regardless of number and timeframe, the takeaway is always the same – an unmanageable amount of data sometime in the future. For technology providers, it appears to be a Kobayashi Maru no-win scenario. Customers want more data, faster, more securely, using …

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Oracle’s New Exadata X9M Looks Disruptive

Oracle already delivered what may be the fastest OLTP database machine ever built when it brought the Exadata X8M to market just over a year ago. However, today the company bested itself when it unveiled the new Oracle Exadata X9M. The X9M is a significant leap over what came before. This is a machine engineered …

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Pure Storage Continues To Simplify Data Management

The storage industry is in a moment of continuous disruption. This current period of innovation and change is unique because it’s no longer all about the hardware. Where we once gathered quarterly, eagerly awaiting bigger, faster, denser storage technologies – I want my NVMe – we now pine for something much different.  Cloud has changed …

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IBM’s Multi-Cloud Strategy Backed By New Storage Capabilities

Last week Arvind Krishna, IBM’s chief executive and chairman for the past eighteen months, told a virtual roomful of financial and industry analysts that IBM’s strategy is one that’s laser-focused on helping enterprises navigate the next level of digital transformation. This next level of change is fueled by a rich mix of hybrid-cloud and artificial …

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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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