Datacenter

Lenovo Extends Its EPYC Portfolio – Here’s Why IT Should Take Note

The Lenovo Datacenter Group has been on an impressive run since Kirk Skaugen took over in 2017. The team he assembled quickly and methodically righted the ship, driving market share gains quarter after quarter. They also made smart strategic bets, resulting in success in all segments of its infrastructure business. Server shipments continue to increase, …

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IBM’s Telco Cloud And Network Edge Journey

It has been almost a year since IBM closed its acquisition of Red Hat. I was initially skeptical of the announcement in the fall of 2018. Red Hat has been nimble and quick, disrupting the telco space with its Enterprise Linux, OpenStack, OpenShift, Cloudforms, and other open source platforms. I worried that Big Blue’s culture …

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Six Five Live Ep 38- Chips in the Desert

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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Networking Providers Inject Needed Liquidity Into The COVID-19 Fight

COVID-19 continues to shock global markets, affecting nearly every sector of the U.S. economy. It has exposed a weakness in business continuity plans—organizations of all sizes are scrambling to support work from home. The need for reliable and secure collaboration is paramount. Last week I wrote about the efforts by networking infrastructure and service providers …

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How To Secure The Intelligent Edge

It is perhaps the lowest form of human life that uses a crisis like COVID-19 to exploit the vulnerabilities of people and organizations. From price gouging critical supplies to the phishing scams that are hitting email inboxes daily, there have been many reminders lately that the cyber-world is full of actors–individuals, groups, and nation-states–that exploit …

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IBM Bolsters Z Portfolio With New Data Privacy Capabilities

Last fall IBM unveiled the latest addition to its popular long-standing Z mainframe portfolio, the z15. The z15 was designed expressly with data security and privacy in mind—security meaning keeping bad guys out, and privacy meaning protecting corporate data. The z15’s predecessor, the z14, did much to move the ball down the court in terms …

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Hewlett Packard Enterprise Aims To Deliver 5G Simplification

This week Hewlett Packard Enterprise (HPE) announced a set of initiatives aimed at simplifying operator deployments of 5G, including a new platform initiative, enhanced standards and tools, and open source collaboration. I recently spent time with executives from the company’s telecommunications division. I would like to share my insights into what I found to be …

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Arm Neoverse Keeps On Rolling With Marvell ThunderX3 Design

For those that still think of Arm-based servers as AMD’s Seattle, Applied Micro’s X-Gene, Calxeda, or even Qualcomm, think again. While the specifications of Arm’s Neoverse portfolio looked impressive at launch last year, only time could tell what the implementation of the N1 microarchitecture would look like in the real world. In a word: wow. …

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GlobalFoundries Has Quietly Become A Player In Silicon Photonics Manufacturing

Silicon photonics is ramping up to be one of the more interesting technologies to emerge over the last 10 years. The problems today are simple, but the solutions are hard. We need more bandwidth between everything. We need higher bandwidth between servers in datacenters, we need faster connections between datacenters, and we need fast connections …

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The Networking And Carrier Tech Industry’s Proactive Response To COVID-19

We are living in unprecedented times. As a product marketer and sales executive, I experienced the impact of other infectious diseases and viruses in tech such as SARS, the Avian flu and H1N1. However, in 2020 we live in an always connected, social media driven, instant news cycle. Has connectivity, the very topic area that …

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Running These Workloads? You Should Take A Look At The IBM Z15

Talk to any IT administrator about what they look for in a server platform and performance, openness, and security will top the list. Specifically, run my most demanding applications fast, enable my organization to support the range of workloads that power my modern business, secure my environment and protect my data. Ask those same IT …

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Carrier Networking 101: Decoding The Acronyms

It’s no secret that 5G is big tech news these days. As an analyst, I spend considerable time with the largest carriers and cellular networking infrastructure providers in the world, including their silicon providers. I also spend time with the CBRS Alliance as well as the Linux Foundation networking and edge working groups. In all …

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Marvell Delivers Huge 5G Enhancements And Announces Samsung And Nokia Wins

Marvell has a long track record in supporting cellular infrastructure dating back to the 3G networking era. My principal Patrick Moorhead captured his insights in this regard at Marvell’s inaugural analyst event in late January. If interested, you can find that article here. This article contains contributions from him as well. The company made two strategic …

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IBM Simplifies Storage With Updated FlashSystem Line

You would never suspect, as you walk into the offices of IBM storage in North Carolina’s Research Triangle Park (RTP), that you’re entering the hallways of a nearly seventy-year-old enterprise. That’s how long it’s been since IBM invented the hard disk drive and spawned an industry. The offices are bright and open, full of palpable …

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TechChill 2020 Is Hot For Connectivity

Last week marked my second visit to the beautiful city of Riga, Latvia, for the ninth annual TechChill startup event. The show focused not only on 5G (my main love), but also blockchain, MedTech, FinTech, and Greentech—that’s a lot of tech! I spent nearly three days in the Baltics with a number of innovative companies and startups. …

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What Does VMware Changing Its Licensing Model Mean For Enterprise IT?

VMware recently announced a change to its software licensing model that caps the number of cores supported in the CPU, effective April 2, 2020. Why did VMware do this? What is the real impact to IT? And what does this mean for the VMware ecosystem and competitive landscape? The next few paragraphs will try to tackle these …

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Analyst Quick Take: Cisco Appoints Dr. Lisa Su To Board Of Directors

Cisco Systems, Inc. appointed AMD CEO Dr. Lisa Su to its board of directors on Monday, January 27th. What does this mean for Cisco? And how does AMD benefit from this appointment? This quick take will attempt to answer these questions and more.  First, what does this appointment mean for Cisco? Cisco employs over 70,000 …

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Cisco Live Europe 2020 Delivers CX And IoT

I attended Cisco Systems’ Live European regional event in Barcelona last week, which happened to coincide with the Chinese New Year celebration. From my standpoint, Cisco successfully celebrated customer experience (CX) with several key announcements. I would like to share my insights from the conference.  Why is customer experience such a big deal?   Many organizations laud …

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What AMD And Intel Quarterly Numbers Say About Datacenter Business

Earnings season is in full swing—both AMD and Intel announced 4th quarter (and annual) results recently. Both companies claimed strong quarters with robust growth. The following few paragraphs will attempt to dissect those numbers in a little more detail and provide some guidance on what these numbers say about the 2020 business outlook. AMD EESC – …

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IBM Goes All In On ML Inference With IC922 POWER9-Based Server

IBM is a company that I follow very closely, in particular its System Division, Red Hat and corporate. It has been particularly interesting to watch IBM Systems over the last several years as it has rolled out its POWER9 systems to great success (see my coverage of the initial launch in 2017 here, and a follow …

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