Will AI Keep Pure “growing like a bat out of hell”?
May31

Will AI Keep Pure “growing like a bat out of hell”?

Having accelerated from start-up to top-five vendor in the red-hot flash array market, Pure Storage is looking for new heights to scale. While it still has plenty of opportunity remaining in the storage segment, it is trying to broaden its horizons with a number of new initiatives, including a data-centric architecture, storage as a service and one of the latest buzzword-bingo catchphrases, artificial intelligence (AI) and machine learning (ML). “We were ahead of the market in all-flash,” said Pure Storage CEO Charlie Giancarlo in the earnings call earlier this month. “We were ahead of the market with NVMe. And we’re ahead of the market with AI.” At last week’s PURE//ACCELERATE 2018, its third annual customer/partner event, the company continued its AI push, which first surfaced with the NVIDIA partnership in March. It also made a number of other announcements intended to broaden its reach beyond just faster, smaller, less-complex and more-energy-efficient storage, which has fuelled its meteoric rise, including 40% year-over-year revenue growth last quarter.. “We’re guiding generally to 30+% year-on-year. We aspire to grow just as fast as we possibly can. Part of that is the market, part of that is one’s ability as a public company to scale without wanting to sacrifice quality,” said Giancarlo. “Last year was a great milestone for the company. We also have $1 billion in the bank. We are cash flow positive and are growing like a bat out of hell,” he added. “We’re not just enterprise storage. We’re in a very great place.” Pure faces stiff competition in its core business, the c (7%). However, it’s even further behind in the overall enterprise storage market, which rang up sales of $13.6 billion in Q4, compared to AFA’s $1.9 billion. Although it is looking at a total addressable market of $35 billion, the lights are much brighter in the AI segment, which is expected to generate $1.2 trillion in economic value this year, up 70% from 2017, and projected to add just under $4 trillion by 2022. “The interest in AI by corporations is just off the charts,” said Giancarlo in a recent interview. “At Pure, we are able to…feed GPUs, high speed applications, and AI environments — at the speed they want that data to provide the intelligence companies want to make their businesses better.” He said since AI is all about crunching huge amounts of data, older, tiered storage systems that rank data by age aren’t nimble enough to grant researchers quick access to even the oldest data sets. “These days, people want access to data, whether it was last week or last year or last decade,” Giancarlo said. Pure...

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Dell Bets Big On Partners, Workload-Specific Appliances
Jun24

Dell Bets Big On Partners, Workload-Specific Appliances

Rather than just another set of my-products-are-better-than-your-products announcements, the latest additions to Dell’s enterprise lineup offer the possibility that maybe, just maybe, the privatization strategy may be paying off. It’s still way too early to come to any conclusions, but the new products — and associated partnerships — provide a number of possibilities that could pay big dividends for the PC giant that wants to be considered a serious contender to the IT heavyweights HP, IBM, Oracle and Cisco (with or without EMC/VMware). Dell made a number of announcements on Tuesday at its User Forum, including: four appliances and integrated systems (Dell Acceleration Appliance for Databases with Fusion-io flash memory, Dell Integrated Systems for Oracle 12c Database, Dell In-Memory Appliance for Cloudera Enterprise, and Dell XC Series of Web-scale Converged Appliances powered by Nutanix); and flash, hybrid and software-defined storage arrays. The market for technology enhancements — feeds and speeds — isn’t going away, but there is a growing group seeking engineered (integrated or converged) solutions, said Travis Vigil, Executive Director, Product Management, Dell Storage. “Our conversations with customers more and more are centered on workloads.” The momentum behind converged systems that bring together some combination of compute, storage, network, software and services is growing. Currently dominated by Cisco, HP and IBM, the converged infrastructure market is expected to be worth $17.8 billion by 2016, according to IDC. Resource-strapped organizations are looking for infrastructure management platforms that will unchain them from spending countless hours on mundane, administrative tasks to focus more on innovation, said IDC’s Matt Eastwood, Group VP and GM. “The market is primed and ready for an infrastructure management platform that is more intuitive and built for the needs of IT today—not the days gone by.” According to a new report from Gartner, this market is growing 50% annually. Its “Magic Quadrant for Integrated Systems” report estimates the market for integrated systems, which includes single-vendor and multivendor converged infrastructures and hyper-converged infrastructures, will reach $6 billion this year. That’s what makes Dell’s appliances interesting. Like HP, IBM and Oracle’s bundled solutions, Dell’s workload-specific appliances are designed to ‘accelerate the value customers get from their technology by simplifying the deployment and management of large-scale enterprise applications, while at the same time ensuring best-in-class performance, response times, and insights to critical business data.’ The company recently introduced joint partner solutions, reference architectures and certifications with Oracle, SAP, Red Hat and Microsoft, and now the appliances for the likes of Oracle (12c), Cloudera (In-Memory) and Nutanix (SDS). And this is just the beginning, said Sam Greenblatt, CTO, Dell Enterprise Solutions Group (and former CTO at HP and CA). “This is the tip...

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