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 …
Lenovo And SAP Tie The Knot, Again, At Tech World 2020 Read More »
“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 …
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 …
Do You Know Where Your Servers Come From? Here’s Why Securing The Supply Chain Matters Read More »
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, …
Lenovo Extends Its EPYC Portfolio – Here’s Why IT Should Take Note Read More »
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 …
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 …
IBM Bolsters Z Portfolio With New Data Privacy Capabilities Read More »
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. …
Arm Neoverse Keeps On Rolling With Marvell ThunderX3 Design Read More »
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 …
Running These Workloads? You Should Take A Look At The IBM Z15 Read More »
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 …
Analyst Quick Take: Cisco Appoints Dr. Lisa Su To Board Of Directors Read More »
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 …
IBM Goes All In On ML Inference With IC922 POWER9-Based Server Read More »
AMD garnered a lot of attention with the launch of its EPYC 7002 Series processor a couple of weeks ago, and with good reason. It’s a highly performant part with a feature set that differentiates the product from the rest of market. The press has been very positive in its coverage of EPYC. The strength of …
AMD EPYC Is Poised For Big Gains, But Not For The Reasons You Think Read More »
Note: This blog contains contributions from Moor Insights & Strategy principal analyst, Patrick Moorhead IBM has had a string of success in recent quarters with its Systems business lines and last quarter, was the growth driver for the entire company. Part of that can be attributed to Z mainframes but was also driven by the …
ThinkAgile CP overview LENOVO The market for cloud services and private cloud software is booming based on IT’s desire to simplify and speed up its operations and therefore put more effort into strategic projects and applications. As a former IT practitioner, I cannot tell you how valuable this is, but how difficult it can be to …
Lenovo Launches ThinkAgile CP “Composable Cloud” Platform Read More »
Qualcomm President Cristiano Amon talks growth opportunities at CES 2018 Since May, there has been a lot of rumor and speculation on what Qualcomm was going to do with its server division given CEO Steve Mollenkopf’s Wall Street 2018 promise to cut a billion dollars by 2019 expenses. The news stories and headlines ranged from …
What Is Qualcomm Really Doing With Its Server Division? Read More »
Hewlett Packard Enterprise ’s Discover conference was held in Las Vegas last week and the company was laser-focused on edge computing, cloud computing, and the autonomous datacenter. When it comes to technology conferences, most companies strive to paint an inspiring vision of the future. Oftentimes though, that vision is almost science fiction—no real linkage to …
A beaming Lisa Su, AMD CEO, stands in front of an EPYC-based server rack Advanced Micro Devices, AMD, re-entered the server market with the launch of its EPYC processor one year ago today. This launch was significant and could be described as a very big bet by AMD against a competitor that owns over 99% …
How Has The AMD EPYC Server Processor Done In Its First Year? Read More »
IBM has been making a lot of noise in the datacenter recently. In December of 2017, the company’s POWER9 platforms hit the market with a focus on Artificial Intelligence (AI). In March of this year, Rackspace and Google gave the first public peak at the Zaius and Barreleye 2 Open Compute platform at the Open …
IBM Extends Its Reach In The Datacenter Through Nutanix Read More »
Lenovo held their Transform event in NYC This past week I attended the Lenovo Transform event in New York City. During the opening keynote, I literally had a front row to some big Lenovo enterprise announcements. The overarching narrative of the day was that Lenovo wants to move from being a PC company to being a …
Lenovo Moves The Datacenter Ball Forward At NYC Transform Event Read More »
Intel is a giant in the in the server chip space commanding 99% market share, and in compute for the data plane of datacenter storage and networking, 50 to 75% share. This may lead some to believe the company’s datacenter growth prospects are dim. Not so fast. First off, cloud, HPC and AI are growing …
Intel’s New Xeon Scalable Processors Are Its Broadest Datacenter And Carrier Play Yet Read More »
When AMD exited the server market back in 2012, it held 10% market share. While not a large chunk of the market, the legacy of Opteron and relationships with OEMs and big datacenter customers translated into market significance. This was important, as this market significance assured broad software ecosystem support when AMD released a new …
