HPE: Smaller Is Better
Nov09

HPE: Smaller Is Better

Hewlett Packard Enterprise (HPE) has been pushing a smaller-is-better strategy for the last few years, spinning off PCs and printers, services and software, and now it looks like it’s applied that strategy to its mission-critical server line. Superdome Flex, the follow-up to Superdome X, the server family that started the company’s RISC-averse transition from Itanium to Xeon, opens up a $6-8 billion market that HPE wasn’t able to address effectively, HPE’s Randy Meyer, VP & GM, Mission Critical Systems, told IT Trends & Analysis. When it comes to the mission-critical x86 server market, driven by database, Oracle and SAP HANA applications moving from Unix to Linux, there were only a couple of choices, he said. While the up-to-16-socket Superdome X does the job well, the problem was at the bottom with 4-socket entry-level systems, especially for customers who knew they were going to eventually need more sockets. “In the Superdome X form factor, you paid a lot for the infrastructure.” With Flex, HPE went modular, making it much easier — and affordable — for customers to grow from 4 sockets all the way up to 32. “All of a sudden you have customers saying this is really cool.” Meyer believes this will open up a “huge chunk” of the market, and the ability to scale up and down will appeal to large customers, as well as the previously untapped midmarket. Following a couple of slow quarters, server revenues climbed 6.3% year over year to $15.7 billion in the second quarter of 2017, while midrange server revenue shot up 19.6% to $1.5 billion, and demand for high-end systems tumbled 18.9% to $1.3 billion, according to IDC. HPE held on to top spot (21.3% of the market), but revenues slid 8.4% YoY to $3.3 billion, while second-place Dell (17.7%) posted 7% YoY revenue growth. x86 server demand increased 10.4% to $14.3 billion, while non-x86 servers declined 21.5% to $1.5 billion. “Demand for two-socket form factors continues to control a majority of unit shipments now and going forward as they are the sweet spot for density-optimized servers which are used in datacenters,” said IDC’s Lloyd Cohen, director of Worldwide Market Analysis, Computing Platforms. Gartner’s server numbers were lower: 2.8% YoY revenue growth to $13.9 billion, and a 9.4% marketshare decline for HPE. RISC/Itanium Unix servers plummeted 21.4% in shipments and 24.9% in vendor revenue, which at least did better than the ‘other’ CPU category, which is primarily mainframes, down a whopping 29.5% in revenue (and that’s after an infrequent IBM z Series refresh). HPE reported significantly better results for high-performance computing. For its latest quarter the company said revenue from the HPC...

Read More

HPE Switches IoT Focus To Enterprise

While not as critical as analyst Rob Enderle (i.e. Whitman Throws Trump and HPE Under The Bus) when it comes to Hewlett Packard Enterprise, I’ve done my share of HPE mud-slinging, but it looks like the shrinking company — which just got smaller (again) — is making some solid advances in critical markets, including IoT. Sandwiched between the sale of most of its OpenStack and Cloud Foundry assets to Linux provider SUSE, and Monday’s unveiling of a micro data center (on wheels), the company made a number of announcements at HPE Discover London (November 29-December 1), including: HPE Mobile Virtual Network Enabler; HPE Universal IoT Platform; Aruba ClearPass Universal Profiler; and, Aruba 2540 Series Switches. A few months ago the company uncorked IoT in a Box, an all-in-one appliance designed to address IoT-at-the-edge applications. IoT is part of the IoE, Internet of Everything, that will deliver up to $19 trillion in value over the next decade. That’s a lot of devices/data to be connected, manipulated and value to be extracted, and doing it at the edge can enable organizations to become digital disrupters within their industries, said Dr. Tom Bradicich, VP&GM, Servers and IoT Systems, HPE. “It’s really a good time to be us.” IT Trends & Analysis spoke with HPE about the IoT announcements. “Iot is one of the top things customers are asking about,” said HPE’s Christian Gilby, Director of Product Marketing, Aruba. He was joined by Jeff Edlund, CTO Communications & Media Solutions, who added “I would want our customers to walk away saying to themselves wow, HPE has the partner system and ecosystem… I can start generating revenues in IoT right now.” The company said it is addressing the biggest barriers to IoT adoption, ‘cost-prohibitive economics’ and the ‘lack of a holistic solution’. By approaching IoT with a growing framework built on edge infrastructure solutions, software platforms and technology ecosystem partners, HPE is addressing the cost, complexity and security concerns of organizations looking to enable a new class of services that will transform workplace and operational experiences, it stated. In addition to its IoT additions, the company announced: the 3PAR Flash Now initiative, which gives customers a way to acquire all-flash technology on-premises starting at $0.03 per usable gigabyte per month; and, an expansion of its composable initiative with the addition of a new hybrid cloud offering and technology extensions to HPE hyper-converged systems. Analyst Patrick Moorhead, Moor Insights & Strategy, gave the company a passing grade for its efforts across the pond. ‘Overall, HPE did what it needed to do at Discover London and it’ll be good when the company churn stops and we...

Read More

New IBM Software Toolkit Supercharges Deep Learning

A few weeks ago, IBM launched a new POWER-based data center solution for High Performance Computing (HPC) applications, including artificial intelligence (AI), deep learning and advanced analytics. The Power System S822LC is a Linux-based offering that leverages a new POWER8 chip and NVIDIA’s NVLink interconnect technology optimized for the Power architecture. Via NVLink, IBM’s Power server architecture can be tightly integrated with NVIDIA’s Pascal architecture and the company’s Tesla P100 GPUs. Why is this a big deal? Because the new Power System S822LC solutions avoid the potential bottlenecks that are commonly associated with conventional PCIe interfaces. That’s a good thing in HPC applications that require sustained, muscular data throughput. But it also means that HPC systems utilizing Power System S822LC hardware can deliver considerably higher performance than similarly configured Intel-based systems with PCIe. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

Read More

IBM’s LinuxONE Mainframes – Rising to the Hybrid Cloud

Linux arrived at IBM when the mainframe was well into its fourth decade but was an important reason that the company’s 50th anniversary was truly golden. If IBM continues to actively evolve its LinuxONE solutions as it has done since their October introduction, this newest solution family is likely to become a key component and driver of the mainframe’s second half century of success. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

Read More
Is HP Predictive Analytics A Game Changer?
Feb24

Is HP Predictive Analytics A Game Changer?

Over the last week HP has mounted another assault on Cisco, landed a massive German fish and announced it will deliver open-sourced predictive analytics at Big Data scale. Of the three, the HAVEn (Hadoop-Autonomy-Vertica-Enterprise security-n/apps) analytics announcement looks the most interesting. HP Haven Predictive Analytics ‘accelerates and operationalizes’ large-scale machine learning and statistical analysis, providing organizations with ‘much deeper insights and understanding into today’s rapidly evolving data volumes’, stated HP. It is powered by the company’s Distributed R offering and includes: data acceleration and native SQL support with HP Vertica, increasing overall data access performance by up to 5X and enables a broader community of developers and DBAs to put predictive analytics into action; out-of-the-box-algorithms that produce accurate and consistent results with mature standard R algorithms; and Open Source – the new offering is free and fully compatible with the open source R language and tools and backed by enterprise support from HP and priced per node. “This is a very strategic announcement,” said Jeff Veis, VP of Marketing, Big Data Business Group, HP Software. The ability to leverage R’s global success, preserving all the tools and algorithms, allows you to operate on much bigger data sets, he said. “That is a game changer. That’s going to unleash all kinds of use cases.” The plan to resell generic networking devices built by Accton Technology Corp., running a Linux variant developed by Cumulus Networks, will provide more customer options to its own homegrown (and/or bought) networking portfolio and the ongoing competition with Cisco. HP said it would market the networking boxes primarily to “web-scale” customers who want both white-box attributes and services such as consulting and technical support. Rohit Mehra, an analyst at IDC, estimated that the segment of the switching market targeted by HP generates between $7 billion and $8 billion in revenue annually. “All the growth is there,” he said. The fish is Deutsche Bank, and the 10-year, multibillion dollar agreement will involve updating the bank’s global IT environment and ‘aims to significantly reduce’ related IT infrastructure costs. “Deutsche Bank is taking a proactive approach to modernizing its IT infrastructure and has chosen to partner with HP in order to do that,” said HP President and CEO Meg Whitman. Bashing Cisco and signing a big services contract are pretty much business as usual for HP. Tackling Big Data analytics is also familiar territory for the IT giant, but the potential stakes are significantly higher than either of the other moves. According to IDC, the Big Data technology and services market will grow at a 26.4% compound annual growth rate to $41.5 billion through 2018, or about six times the...

Read More