Datacenter

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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Hewlett Packard Enterprise Sharpens Its Edge At Discover 2020

Hewlett Packard Enterprise (HPE) held the digital version of its Discover event this week. Similar to the Atmosphere virtual event, held last week by HPE’s Aruba division, the “Intelligent Edge” was a core theme (see my coverage of the Aruba event here, if interested). Today I would like to share my edge and telco-related insights from Discover …

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IBM Wazi Seeks To Empowers Even More Developers On IBM Z Mainframes

IBM’s mainframe servers are not a new addition to the company’s portfolio—in fact, they’ve been more or less the gold standard for enterprises since the 1960s for fault-tolerant transaction processing and security. Mainframes are large servers that serve the environments that require the highest uptime, security, and the largest and fastest transaction volumes. IBM has been …

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Cisco Live! 2020 Goes Digital To Address COVID-19 And Inclusivity

I attended the first ever virtual Cisco Live! event this week from the comfort of my home, as did many of the Cisco executives that presented. Before COVID-19 hit in full force, I traveled the world to attend enterprise networking and mobility conferences. It has definitely been a dramatic change—I miss the personal interactions with attendees as …

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HPE’s Intelligent Storage Update

Hewlett Packard Enterprise’s announcements this morning gave a welcome surprise to the enterprise storage world. Its annual showcase event, HPE Discover, is only two weeks away. Discover is usually where the good news is delivered, and today’s news is indeed good. A crowded press release and blog post announced a flurry of features and enhancements …

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Pure Unifies Storage With New File Capabilities At Accelerate Conference

Sometimes a small number of little things can be taken together to become something impactful, exceeding the sum of its parts. That’s what happened today when Pure Storage revealed the features in the latest update to Purity//FA, the software behind its FlashArray series of all-flash storage appliances. Pure is a company that likes to refine …

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HPE Aruba Delivers A Networking Sixth Sense With Its ESP Platform

HPE Aruba held the digital version of its signature Atmosphere event this week. In an enlightened move, the company decided to have comedian and talk show host James Corden perform master of ceremonies duties, starting the event with some much-needed comic relief amid the coronavirus pandemic and recent social unrest. Not surprisingly, the “Intelligent Edge” …

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Six Five Live Ep 41- A Thousand Eyes On Earnings (Citing Dell, Pure Storage, Salesforce, Qualcomm, HP Inc.)

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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Microsoft’s One-Two 5G Telco Punch

There has been quite a lot of activity lately tied to the public cloud provider push into the telco space. Amazon Web Services launched its Wavelength initiative at the last re:Invent event in December to help operators “supercharge” 5G networks by placing compute and storage resources closer to the network edge. Google Cloud recently announced …

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Do You Know Where Your Servers Come From? Here’s Why Securing The Supply Chain Matters

Supply chain – it’s a term and topic that is now discussed around dinner tables as families and friends discuss and debate COVID-19’s spotlight on the US dependence on other countries to provide the essential products and materials we need in time of crisis. The other dinner table discussion seems to focus around cybersecurity. With …

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When Every Data Center Is Suddenly Lights Out

Reconfiguring an enterprise’s IT infrastructure to support the wholesale relocation of a workforce from the cubicle farm to the home-office, without warning, and with only a limited ability to walk into a data center is an uncomfortable position in which to find yourself. Installing a rack of new equipment can be painful under the best …

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NVIDIA Launches New Ampere Architecture, Infrastructure, Robotics And Automotive Technologies At GTC 2020

I attend hundreds of events a year as an analyst and one way I rate them is by the number and industry impact of the announcements. I watched NVIDIA’s GTC 2020 virtual keynote today, and the company scored high on both. Architecture is everything when you are a platform provider and NVIDIA rolled out its …

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Six Five Live Ep 40- Build Toward The Future (Citing Microsoft, HPE, NVIDIA, Google, Apple, Splunk, Intel)

You can find the Six Five Podcast here. Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six …

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