Someone once said - either be first or last - nobody remembers who was in the middle.
With that said - 2023 predictions for enterprise IT. I name names...such as
@Oracle
@HPE_GreenLake
@nutanix
and
@intel
It's official - 4th Gen
@Intel
Xeon scalable processor (Sapphire Rapids) has launched. There's a lot to unpack in this latest generation - and a few questions to answer. Coverage below 👇👇
The AI chip battle is underway.
@AMD
took direct aim at
@nvidia
with the launch of its MI300 Series accelerators.
My thoughts, and why I think the company is going to sell as many as they possibly manufacture, are below:
"
@Arm
based servers will never be deployed in the enterprise datacenter..."
- (almost) everybody
@MoorInsStrat
colleague
@sr_mcdowell
& I discuss what the new
@HPE
RL300 Gen11 Server, based on
@AmpereComputing
means for the digital enterprise.
Just got around to looking at
@Nutanix
quarterly numbers. 1057 new customers in the quarter. 57% YoY growth in billings. Shifting to software model. Partnerships with most of the server vendors. Seeing parallels to the dominance of
@VMware
in the early days of server virt.
.
@HPE_GreenLake
Security Shared Responsibility Model (SSRM) - defining the terms of engagement for managing your hybrid world.
What was announced? What does it mean? Check out my thoughts on
@LinkedIn
@HPE_Discover
Day 2
#NEXTconf
thoughts -
1. If you think
@Nutanix
is an HCI company - think again!
2. NTNX has an incredibly comprehensive vision - IoT to edge to network to cloud to datacenter.
3. NTNX customers (
#Nutanixeer
) are enthusiastic!
4. Check out Project Sherlock - big deal!
@TonyMassarotti
Meanwhile, all of the "fans" are singing Sweet Caroline while the team is down by 8 runs.
Has Fenway become nothing more than a tourist attraction at this point?
Big
@AWSreInvent
announcement - EC2 6th Gen
* New Graviton2 CPU
* Perf > x86 instances
* Kills on price/performance
Based on
@Arm
N1 SiArch
*First I've seen of N1 in the market (living up to hype)
Best coverage from
@PatrickMoorhead
here -
OK...
@intel
's Pat Gelsinger was on stage today at Computex to reveal more on Xeon 6 and Gaudi. Quick takeaways:
Xeon 6:
- x86 CPU market is more competitive than ever
- The days of one company having a massive advantage in terms of "billboard specs" are over - now it's about
.
@Lenovodc
had a great quarter.
-SSG ⬆️23% Y/Y
-ISG $2BQ (1st ever), ⬆️14%Y/Y
- cloud, server & storage outgrew market
-Edge biz - doubled
-HPC - continuing to add to the Top500
Looks like
@KirkSkaugen
and team found their groove.
.
@Intel
unveiled some more details around its Xeon plans for 2024 at
@hotchipsorg
2023.
(E)fficiency Core - Sierra Forest
(P)erformance Core - Granite Rapids
Both built on the Intel 3 process
Details below
One of the best quotes I've heard in a while at the
#RHAnalystDay
event -
"...planning is dead. Rather, we look for intersecting interests."
Agile product management. Thriving in the opensource upstream.
I believe this approach drives
@RedHat
continued success.
.
@AWS
reveal of Graviton4 was the most interesting news out of
#reinvent2023
.
Scale out and scale up capabilities put this in direct competition with
@intel
Xeon and
@AMDServer
.
Analysis here 👇🏼👇🏼👇🏼
OK - it's official,
@PGelsinger
is dancing on stage with Gaudi 3.
Introducing
@intel
's latest AI accelerator -across the board incredible numbers related to perf per watt and perf per dollar - training and inference.
Available as a mezz card, PCIe card or a baseboard.
WOW!!! Who saw this coming? Does the market need anymore validation of
@Arm
in the data center??
#Neoverse
vision is coming to life. EC2 instances (A1) Powered by Arm-Based AWS Graviton Processors via
@awscloud
.
@Lenovodc
jumps on the
@AMDServer
bandwagon in a big way with 16 world records, including SPECpower.
In case you were wondering if
@AMD
was back - this launch event should put any question to rest - with an exclamation point!
What to make of chip startup Nuvia? No detail beyond "new chip design..."
But here's the thing - founders are rock stars and getting lots of $$ from really wise investors.
Can't wait to learn more.
PS - Bringing
@jonmasters
on was a great hire.
Two things -
1. Great choice. Congrats to
@Intel
and to Bob!
2. How can you not love the headlines of
@TheRegister
? Seriously. Golden snark-
You're the Swan that I want, you are the Swan I want, ooh ooh ooh: Intel anoints Bob as CEO via
@theregister
Just wrapped a great conversation with
@leecaswell
of
@nutanix
and
@Cisco
's
@danmcginniss
.
Curious about the Nutanix - Cisco relationship looks like and the co-engineering that went into delivering this solution to market?
Stay tuned...
The glamorous life of an analyst. On the backside of a sinus infection just in time for an early, Sunday morning flight.
I think this is go to be well worth it -
@intel
Vision is a great conference!
.
@nutanix
had a rough week. Q results down Y/Y . Throw in a key departure for good measure.
Some silver linings -
- Subscription model is the right move
- Solid strategy
- Partnerships like
@HPE
take time - and will pay dividends
- A loyal customer base
Give it time...
Big news out of
@VAST_Data
today... certification for
@nvidia
DGX SuperPOD.
$.02:
- Lowers the barrier for AI adoption in enterprise
- Great play for xSP delivering AI-aaS
- Broadens VAST reach
Lots of strong partnerships coming out of this team.
OK - looking for more details on
@Google
Axion? Check out the below. I try to cover:
- the reach of
@arm
in the cloud
- details on Axion (what's available)
- impact to
@AmpereComputing
- longer term impact
.
@arcserve
and
@sophos
partner to deliver end-to-end cyber resilience. Cliff's Notes -
- Best of breed biz continuity & end point protection.
- Appliance based = simple
- Orgs of all sizes should find value
Excited to see how this partnership plays.
.
@Oracle
's new version of
@MySQL
HeatWave puts the company in sole position of performance and price performance in the data warehouse space. Check out coverage here -
.
@HPE_GreenLake
secures another high profile win with the
@NSAGov
to deliver AI as a service on
@HPE_Compute
HPC servers.
$2B over 10 years
Yeah - consumption based computing is just a trend. :)
More
.
@IBMPowerSystems
launched its E950 and E980 Scale Up Servers. Here are some thoughts on what this launch means from myself and
@PatrickMoorhead
.
.
@marvellsemi
pulled back the covers on its ThunderX3 CPU and its legit.
Is
@arm
ready to give its x86 rivals a run for their money in cloud, on the network and on the edge? Here are some thoughts -
Welcome to the 5th wave of computing. AI meets IoT meets 5G from
@arm
CEO
@simonsegars
.
150B CPUs shipped to date.
We are entering the era of purpose designed “intelligent” processors.
Arm IP spans end points to cloud
#ArmTechCon
.
@DellTech
launches Dell Technologies Institute as a human - machine think tank. Curious to learn more about this initiative in the very near future.
#DellTechWorld
Just as expected,
@Google
announces its
@Arm
based CPU - Axion.
It will be used for internal workloads (e.g. Spanner, Google Earth) and for
@googlecloud
enterprise workload support.
A lot of momentum for
@Arm
in datacenter, cloud and infra since its launch of
#Neoverse
. Check out this paper on how the company is executing an ecosystem strategy that should position it strongly for the future...
Want a good read on data management and evolution of platforms like CDP & HPD?
Really like how
@cloudera
's
@acmurthy
laid out the evolution of hadoop in the datacenter and how this informed the current state of the data cloud.
@intel
Xeon Sierra Forest (efficient core)
2.5x rack density of Sapphire Rapids.
2.4x per per watt
Up to 288 Cores per socket with 12 memory channels!!!
Holy heck!!!!
The Intel innovation engine is back
Another big announcement -
@OpenAI
announces support for
@AMD
MI300x in its Triton 3 release.
I think we are witnessing the real AI silicon battles begin.
Good for the market. Good for the customer.
@JumboShrimp787
@PatrickMoorhead
@AMD
.
@AMD
is pretty far out in front on the datacenter front. For all of the (justified) hype around v-cache - the 128 core part announced yesterday had gone under the radar but may be the killer part. It will dominate the cloud space.
I have no concerns around the viability of the MI300 in the market.
@AMD
is going to sell these faster than they can make them, just as
@Intel
won't be able to produce the Gaudi 3 accelerator fast enough.
Lest we forget about Meta, who has one of the largest, if not the largest, first party data estates on the planet, has adopted MI300. So that’s 2/4 US-based hyperscalers that have adopted it AND it’s sold out. $AMD
Rounding out earnings season is
@HPE
with a strong quarter, buoyed by server business that saw an 18% YoY increase. No doubt fueled by this AI "fad" all the kids are talking about.
Also saw a strong rebound on the ARR front as
@HPE_GreenLake
had a killer quarter.
Strong
.
@Cisco
Live Amsterdam in nine minutes or less -
- AI with
@nvidia
- HCI with
@nutanix
- Edge computing with UCS-X Series Direct
🔽check out the latest
@MoorInsStrat
podcast clip 🔽
Quick take on
@HPE
's Q -
- Strong growth in strategically important areas
-HPC ^ 25%
-Composable ^ 78%
-HCI ^ 25%
-Greenlake orders ^ 39%
The company is executing strategically -
@cray_inc
&
@nutanix
activity were good moves. Keep an eye on this transformation.
Spent the last two days at the
@Arm
Research Summit. Takeaways -
- Always grounding to be surrounded by people far smarter than yourself.
- I was reminded how much Arm contributes to the market and how relevant its IP is in our every day lives.
Thanks for a great event!
My
@Ask_Spectrum
internet out for over two hours.
Lost productivity
Lost revenue
Fairly common occurrence
Yet somehow my monthly bill will not show any kind of discount in response
Don’t
@GetSpectrum
ICYMI - some thoughts on
@HPE
#HPEDiscover
... Great vision - lots to watch for moving forward:
- XaaS via
#GreenLake
- Cloudless
- Infosight everywhere
- as is the edge
- Channel is key
- as is the mid market
The folks at
@OracleCloud
are at it again, adding OCI Database with
@PostgreSQL
to its cloud offering, complementing what its done with
@Redisinc
,
@OpenSearchProj
and
@MySQL
HeatWave.
It's fun to watch disruption in the market. Especially a market like the cloud.
Supply chain for servers is tough to manage.
Here are some thoughts on the topic and how companies like
@HPE
are doing it for its
@HPE_Servers
portfolio.
Hint - it kind of *is* rocket science.
.
@HPE
storage big news - simplifying storage management on GreenLake by tearing down silos.
- one platform - all storage needs (Alletra)
- mission critical block storage at mid range economics
- partnership with
@VAST_Data
to deliver unmatched file perf
#hpestorage
In other news,
@Arcserve
launches UDP - Unified Data Protection for hybrid, hyperconverged environments and SaaS environments. Great to see these guys thriving and competing in the market.
The
@Arm
AI Edge stack -
@drewhenry
announces Project Cassini - reference platforms including security and cloud native stack.
#PSA
from endpoint to infra.
Big deal and a natural TAM expansion for Arm.
I am a believer.
#ArmTechCon
Use case driven CPU design. Sounds crazy at first blush, but
@Arm
’s
@iansmythe_arm
explains how this drives effective enablement of the workloads of tomorrow.
The future is here.
#ArmTechCon
Any questions about
@Arm
legitimacy in the datacenter should go away with this great write from
@andreif7
on
@AWS
Graviton2.
Check out the perf & cost information.
After many false starts, the era of Arm servers is finally here. Today
@andreif7
is taking a look at Amazon's Graviton2, a server SoC based on Arm Neoverse N1. Pitted against AWS's Intel and AMD instances, Graviton2 proves it can be a datacenter contender
.
@Cisco
names
@LisaSu
to its BoD. As an ex-
@AMD
-er that witnessed Dr Su's transformation, I believe she will be a great addition. What she did was nothing short of amazing.
This should also bode well for
@AMDServer
"Rome" ramp.
Another day
@Oracle
@CloudWorld
and another great podcast.
In this episode,
@sr_mcdowell
and I speak with Nipun Agarwal, SVP of Oracle DB and MySQL HeatWave.
Analytics, ML, Data Lakehouse - we cover a lot.
Listen below
Had a fun trip to
@Lenovodc
's Budapest location to get an update on how the company is approaching security, AI, aaS, and sustainability.
My coverage is below 👇👇
Good morning
Enjoy your coffee
@Cisco
just turned the observability market on its head with the acquisition of
@splunk
Like peanut butter and chocolate
Oh boy…
Is it me, or is
@Supermicro_SMCI
absolutely everywhere?
Sharing the stage
@intel
at its key customer event is a big deal. Even a bigger deal when you’re the only server vendor.
Going through photos and videos from
@HPE
Discover.
Cool video, but still doesn’t do justice to
@SphereVegas
.
Look for coverage on what the company announced with
@nvidia
and around
@HPE_GreenLake
over the next couple days
.
@AMD
results out. Huge YoY growth, but slim QoQ growth, coupled by a decrease in QoQ operating income.
Outlook for Q2 fairly flat.
Here's some goodness to consider -
-
@AMDServer
has killed in cloud (over 900 instances)
- EPYC is capturing enterprise (
@AmericanAir
@Shell
,
Wondering how
@IBMStorage
views the market?
Hint - it's not about storage, it's about data.
Colleague
@sr_mcdowell
and I chat with
@zoginstor
about how storage intersects with AI, (multi) cloud, security and resiliency strategies.