Convergence of Technologies: Cloud and Data Protection at Dell…

With Dell Technologies World 2018 complete, there were several key takeaways from the event that apply to Dell Technologies overall, cloud platforms, and data protection. First, looking at Dell Technologies overall, what we are finally seeing is the convergence of the key product and technologies groups, coming together to solve real world customer problems. I discuss this in detail in the video at the end of this blog but what we are seeing are the fruits of the new organizational structure. We see this alignment more with technologies that were already aligned, most notably with the pervasive positioning of Pivotal across the cloud technologies, but we also saw the integration of HCI/CI solutions in the cloud platforms and the availability of Virtustream storage as an option across the data protection products. If the integration of technologies continues into 2019, I think customers will only benefit from this work. For cloud platforms, I saw the emergence of VMware, particularly with technology not related to ESX, potentially breaking through for customers. For years, VMware has assembled a platform to go beyond just virtualization, with the power of NSX along with their management software and services, as well as their cloud-native effort. At Dell Technologies World, we started seeing the large scale integration of these technologies, across the platform, enabling a modern, multi-cloud app platform. The industry needs to keep an eye on VMware and I’m certainly looking forward to VMworld in August. To read the complete article, CLICK...

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Dell’s latest baby – DTW # 1 – is huge (Video)

We just welcomed Dell’s latest arrival – the inaugural Dell Technologies World event. For a “new born” it was pretty large and mature! Of course that’s because it was a rebranding of/from conferences-past, but it also did represent something new inasmuch as the collaboration and alignment across Dell’s constituent parts are what end-users want to see….as well as being where added end-user value, as well as market and marketing upside, for Dell resides. Trying to synthesize down some key takeaways is something that we at ESG always do at these events – and the scale and breadth of these ecosystem events can make that challenging. So this year, we decided to split our “On Location” video report into two – the first (in this blog) covers some of the key technologies and product announcements from Las Vegas in just 8 minutes or so. The second video summary will follow in a day or so and will be more focused on corporate and market execution thoughts. We hope you’ll watch both of course! To read the complete article, CLICK...

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CI and HCI Traction and Updates from Dell…

In February of this year, Dell EMC announced the VxBlock System 1000 solution as their converged infrastructure (CI) solution to help enterprises speed IT transformation by removing the physical boundaries of traditional CI. And of course there were some updates on the success of that launch and early traction. On the hyperconverged infrastructure (HCI) side of things, they made announcements related to VxRail and VxRack. And while these announcements may not be as futuristic and forward-looking as some of the AI and ML topics discussed in my other blog, they’re all part of Dell EMC’s concerted efforts to help modernize enterprise infrastructures to meet enterprise goals of being more operationally efficient while enabling organizations to embrace a hybrid- or multi-cloud approach. To read the complete article, CLICK...

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Delivering on the Promise of AI and ML at Dell…

We’re off and running at DTW 2018. As expected, there’s been a whole slew of announcements, but for this blog I’ll be focusing on data analytics, specifically AI and ML. Dell EMC is starting to weave a very effective story across all of their product lines, between their server, storage, and workstation divisions, their Ready Solutions, and Services (think pillars of the modern data center). I’m loving how they’re making this year about analytics – providing organizations with the means to make better and faster decisions by taking data across all products and turning massive amount of information into business intelligence and insights in real time. Here are some of the specific announcements to pay attention to: To read the complete article, CLICK...

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DWT18: The Premptive Prequel
Apr26

DWT18: The Premptive Prequel

In the increasingly cloud-first IT environment the misperception persists that “Infrastructure? We don’t need no stinkin’ infrastructure” is the ‘truth’. However, somewhere, somebody is supplying hardware, software and services to a datacenter to enable the cloud to function. Just ask cloud’s dynamic duo, Amazon and Google (and Microsoft), who helped more than double the amount spent on datacenters last year. While ODMs (original design manufacturers), whitebox servers and switches and public-domain software continue to proliferate, it comes down to three primary vendors in the broadline enterprise infrastructure business: IBM, HPE and Dell EMC. Big Blue looks like it has gotten it’s act together and is once again the profit-generating machine we’ve known forever (1Q18 $19.1 billion), while the post-Meg-HPE appears to be taking its new smaller-is-better philosophy and making a go of it (FY1Q18 $7.7 billion). Meanwhile the world’s largest private technology company, Dell EMC/Technologies, which is holding Dell Technologies World, its annual customer event, next week in Las Vegas, has continued to prosper (FY4Q18 $21.9 billion), despite running up a truly massive debt with its EMC acquisition (approximately $46 billion). The company borrowed billions to go private in 2013, and then a lot more billions ($52 billion?) to buy EMC n 2016, so while the amount still owed is impressive, the amounts paid off – around $10 billion – are equally impressive. The numbers were much less impressive for storage revenue ($13.6 billion), where HPE edged out Dell EMC for the fourth-quarter, 18.9% versus 18.0%. While IDC noted that “Investments on enterprise storage systems are increasing at a very healthy pace,” the original design manufacturers (ODMs) that sell directly to hyperscale datacenters recorded the biggest increase – 34.3% year over year – to just under $2.8 billion. Gartner puts overall Q4 server revenues up 25.7% year-over-year, on just an 8.8% YoY increase in shipments. Dell EMC won bragging rights, with top spot for the year (19.4%), up 39.9% in Q4, versus HPE (19.3%), on a respectable 5.5% increase in Q4. For the year, shipments were up 3.1%, while revenues jumped 10.4%. The latest numbers from IHS Markit show that Dell has supplanted HPE atop the datacenter server revenue heap. For the fourth quarter of 2017 Dell EMC accounted for17.9% of the market, worth $3.6 billion, just edging out white boxes (17.6%), and HPE (17.1%). The numbers are troubling for the non-ODMs, as white box shipped more units (24%), and while enterprises accounted for 44% in Q4 and 48% for the year, that segment is slowing down as cloud service providers (41%) are expected to overtake enterprises in 2019. Overall, Dell reported a 9% increase in quarterly revenues, and...

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