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Vanesa Diaz, LuxQuanta & Dr Antonio Acin, ICFO | MWC Barcelona 2023


 

(upbeat music) >> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies: creating technologies that drive human progress. (upbeat music) >> Welcome back to the Fira in Barcelona. You're watching theCUBE's Coverage day two of MWC 23. Check out SiliconANGLE.com for all the news, John Furrier in our Palo Alto studio, breaking that down. But we're here live Dave Vellante, Dave Nicholson and Lisa Martin. We're really excited. We're going to talk qubits. Vanessa Diaz is here. She's CEO of LuxQuanta And Antonio Acin is a professor of ICFO. Folks, welcome to theCUBE. We're going to talk quantum. Really excited about that. >> Vanessa: Thank you guys. >> What does quantum have to do with the network? Tell us. >> Right, so we are actually leaving the second quantum revolution. So the first one actually happened quite a few years ago. It enabled very much the communications that we have today. So in this second quantum revolution, if in the first one we learn about some very basic properties of quantum physics now our scientific community is able to actually work with the systems and ask them to do things. So quantum technologies mean right now, three main pillars, no areas of exploration. The first one is quantum computing. Everybody knows about that. Antonio knows a lot about that too so he can explain further. And it's about computers that now can do wonder. So the ability of of these computers to compute is amazing. So they'll be able to do amazing things. The other pillar is quantum communications but in fact it's slightly older than quantum computer, nobody knows that. And we are the ones that are coming to actually counteract the superpowers of quantum computers. And last but not least quantum sensing, that's the the application of again, quantum physics to measure things that were impossible to measure in with such level of quality, of precision than before. So that's very much where we are right now. >> Okay, so I think I missed the first wave of quantum computing Because, okay, but my, our understanding is ones and zeros, they can be both and the qubits aren't that stable, et cetera. But where are we today, Antonio in terms of actually being able to apply quantum computing? I'm inferring from what Vanessa said that we've actually already applied it but has it been more educational or is there actual work going on with quantum? >> Well, at the moment, I mean, typical question is like whether we have a quantum computer or not. I think we do have some quantum computers, some machines that are able to deal with these quantum bits. But of course, this first generation of quantum computers, they have noise, they're imperfect, they don't have many qubits. So we have to understand what we can do with these quantum computers today. Okay, this is science, but also technology working together to solve relevant problems. So at this moment is not clear what we can do with present quantum computers but we also know what we can do with a perfect quantum computer without noise with many quantum bits, with many qubits. And for instance, then we can solve problems that are out of reach for our classical computers. So the typical example is the problem of factorization that is very connected to what Vanessa does in her company. So we have identified problems that can be solved more efficiently with a quantum computer, with a very good quantum computer. People are working to have this very good quantum computer. At the moment, we have some imperfect quantum computers, we have to understand what we can do with these imperfect machines. >> Okay. So for the first wave was, okay, we have it working for a little while so we see the potential. Okay, and we have enough evidence almost like a little experiment. And now it's apply it to actually do some real work. >> Yeah, so now there is interest by companies so because they see a potential there. So they are investing and they're working together with scientists. We have to identify use cases, problems of relevance for all of us. And then once you identify a problem where a quantum computer can help you, try to solve it with existing machines and see if you can get an advantage. So now the community is really obsessed with getting a quantum advantage. So we really hope that we will get a quantum advantage. This, we know we will get it. We eventually have a very good quantum computer. But we want to have it now. And we're working on that. We have some results, there were I would say a bit academic situation in which a quantum advantage was proven. But to be honest with you on a really practical problem, this has not happened yet. But I believe the day that this happens and I mean it will be really a game changing. >> So you mentioned the word efficiency and you talked about the quantum advantage. Is the quantum advantage a qualitative advantage in that it is fundamentally different? Or is it simply a question of greater efficiency, so therefore a quantitative advantage? The example in the world we're used to, think about a card system where you're writing information on a card and putting it into a filing cabinet and then you want to retrieve it. Well, the information's all there, you can retrieve it. Computer system accelerates that process. It's not doing something that is fundamentally different unless you accept that the speed with which these things can be done gives it a separate quality. So how would you characterize that quantum versus non quantum? Is it just so much horse power changes the game or is it fundamentally different? >> Okay, so from a fundamental perspective, quantum physics is qualitatively different from classical physics. I mean, this year the Nobel Prize was given to three experimentalists who made experiments that proved that quantum physics is qualitatively different from classical physics. This is established, I mean, there have been experiments proving that. Now when we discuss about quantum computation, it's more a quantitative difference. So we have problems that you can solve, in principle you can solve with the classical computers but maybe the amount of time you need to solve them is we are talking about centuries and not with your laptop even with a classic super computer, these machines that are huge, where you have a building full of computers there are some problems for which computers take centuries to solve them. So you can say that it's quantitative, but in practice you may even say that it's impossible in practice and it will remain impossible. And now these problems become feasible with a quantum computer. So it's quantitative but almost qualitative I would say. >> Before we get into the problems, 'cause I want to understand some of those examples, but Vanessa, so your role at LuxQuanta is you're applying quantum in the communication sector for security purposes, correct? >> Vanessa: Correct. >> Because everybody talks about how quantum's going to ruin our lives in terms of taking all our passwords and figuring everything out. But can quantum help us defend against quantum and is that what you do? >> That's what we do. So one of the things that Antonio's explaining so our quantum computer will be able to solve in a reasonable amount of time something that today is impossible to solve unless you leave a laptop or super computer working for years. So one of those things is cryptography. So at the end, when use send a message and you want to preserve its confidentiality what you do is you destroy it but following certain rules which means they're using some kind of key and therefore you can send it through a public network which is the case for every communication that we have, we go through the internet and then the receiver is going to be able to reassemble it because they have that private key and nobody else has. So that private key is actually made of computational problems or mathematical problems that are very, very hard. We're talking about 40 years time for a super computer today to be able to hack it. However, we do not have the guarantee that there is already very smart mind that already have potentially the capacity also of a quantum computer even with enough, no millions, but maybe just a few qubits, it's enough to actually hack this cryptography. And there is also the fear that somebody could actually waiting for quantum computing to finally reach out this amazing capacity we harvesting now which means capturing all this confidential information storage in it. So when we are ready to have the power to unlock it and hack it and see what's behind. So we are talking about information as delicate as governmental, citizens information related to health for example, you name it. So what we do is we build a key to encrypt the information but it's not relying on a mathematical problem it's relying on the laws of quantum physics. So I'm going to have a channel that I'm going to pump photons there, light particles of light. And that quantum channel, because of the laws of physics is going to allow to detect somebody trying to sneak in and seeing the key that I'm establishing. If that happens, I will not create a key if it's clean and nobody was there, I'll give you a super key that nobody today or in the future, regardless of their computational power, will be able to hack. >> So it's like super zero trust. >> Super zero trust. >> Okay so but quantum can solve really challenging mathematical problems. If you had a quantum computer could you be a Bitcoin billionaire? >> Not that I know. I think people are, okay, now you move me a bit of my comfort zone. Because I know people have working on that. I don't think there is a lot of progress at least not that I am aware of. Okay, but I mean, in principle you have to understand that our society is based on information and computation. Computers are a key element in our society. And if you have a machine that computes better but much better than our existing machines, this gives you an advantage for many things. I mean, progress is locked by many computational problems we cannot solve. We can want to have better materials better medicines, better drugs. I mean this, you have to solve hard computational problems. If you have machine that gives you machine learning, big data. I mean, if you have a machine that gives you an advantage there, this may be a really real change. I'm not saying that we know how to do these things with a quantum computer. But if we understand how this machine that has been proven more powerful in some context can be adapted to some other context. I mean having a much better computer machine is an advantage. >> When? When are we going to have, you said we don't really have it today, we want it today. Are we five years away, 10 years away? Who's working on this? >> There are already quantum computers are there. It's just that the capacity that they have of right now is the order of a few hundred qubits. So people are, there are already companies harvesting, they're actually the companies that make these computers they're already putting them. People can access to them through the cloud and they can actually run certain algorithms that have been tailor made or translated to the language of a quantum computer to see how that performs there. So some people are already working with them. There is billions of investment across the world being put on different flavors of technologies that can reach to that quantum supremacy that we are talking about. The question though that you're asking is Q day it sounds like doomsday, you know, Q day. So depending on who you talk to, they will give you a different estimation. So some people say, well, 2030 for example but perhaps we could even think that it could be a more aggressive date, maybe 2027. So it is yet to be the final, let's say not that hard deadline but I think that the risk, that it can actually bring is big enough for us to pay attention to this and start preparing for it. So the end times of cryptography that's what quantum is doing is we have a system here that can actually prevent all your communications from being hacked. So if you think also about Q day and you go all the way back. So whatever tools you need to protect yourself from it, you need to deploy them, you need to see how they fit in your organization, evaluate the benefits, learn about it. So that, how close in time does that bring us? Because I believe that the time to start thinking about this is now. >> And it's likely it'll be some type of hybrid that will get us there, hybrid between existing applications. 'Cause you have to rewrite or write new applications and that's going to take some time. But it sounds like you feel like this decade we will see Q day. What probability would you give that? Is it better than 50/50? By 2030 we'll see Q day. >> But I'm optimistic by nature. So yes, I think it's much higher than 50. >> Like how much higher? >> 80, I would say yes. I'm pretty confident. I mean, but what I want to say also usually when I think there is a message here so you have your laptop, okay, in the past I had a Spectrum This is very small computer, it was more or less the same size but this machine is much more powerful. Why? Because we put information on smaller scales. So we always put information in smaller and smaller scale. This is why here you have for the same size, you have much more information because you put on smaller scales. So if you go small and small and small, you'll find the quantum word. So this is unavoidable. So our information devices are going to meet the quantum world and they're going to exploit it. I'm fully convinced about this, maybe not for the quantum computer we're imagining now but they will find it and they will use quantum effects. And also for cryptography, for me, this is unavoidable. >> And you brought the point there are several companies working on that. I mean, I can get quantum computers on in the cloud and Amazon and other suppliers. IBM of course is. >> The underlying technology, there are competing versions of how you actually create these qubits. pins of electrons and all sorts of different things. Does it need to be super cooled or not? >> Vanessa: There we go. >> At a fundamental stage we'd be getting ground. But what is, what does ChatGPT look like when it can leverage the quantum realm? >> Well, okay. >> I Mean are we all out of jobs at that point? Should we all just be planning for? >> No. >> Not you. >> I think all of us real estate in Portugal, should we all be looking? >> No, actually, I mean in machine learning there are some hopes about quantum competition because usually you have to deal with lots of data. And we know that in quantum physics you have a concept that is called superposition. So we, there are some hopes not in concrete yet but we have some hopes that these superpositions may allow you to explore this big data in a more efficient way. One has to if this can be confirmed. But one of the hopes creating this lots of qubits in this superpositions that you will have better artificial intelligence machines but, okay, this is quite science fiction what I'm saying now. >> At this point and when you say superposition, that's in contrast to the ones and zeros that we're used to. So when someone says it could be a one or zero or a one and a zero, that's referencing the concept of superposition. And so if this is great for encryption, doesn't that necessarily mean that bad actors can leverage it in a way that is now unhackable? >> I mean our technologies, again it's impossible to hack because it is the laws of physics what are allowing me to detect an intruder. So that's the beauty of it. It's not something that you're going to have to replace in the future because there will be a triple quantum computer, it is not going to affect us in any way but definitely the more capacity, computational capacity that we see out there in quantum computers in particular but in any other technologies in general, I mean, when we were coming to talk to you guys, Antonio and I, he was the one saying we do not know whether somebody has reached some relevant computational power already with the technologies that we have. And they've been able to hack already current cryptography and then they're not telling us. So it's a bit of, the message is a little bit like a paranoid message, but if you think about security that the amount of millions that means for a private institution know when there is a data breach, we see it every day. And also the amount of information that is relevant for the wellbeing of a country. Can you really put a reasonable amount of paranoid to that? Because I believe that it's worth exploring whatever tool is going to prevent you from putting any of those piece of information at risk. >> Super interesting topic guys. I know you're got to run. Thanks for stopping by theCUBE, it was great to have you on. >> Thank you guys. >> All right, so this is the SiliconANGLE theCUBE's coverage of Mobile World Congress, MWC now 23. We're live at the Fira Check out silicon SiliconANGLE.com and theCUBE.net for all the videos. Be right back, right after this short break. (relaxing music)

Published Date : Feb 28 2023

SUMMARY :

that drive human progress. for all the news, to do with the network? if in the first one we learn and the qubits aren't So we have to understand what we can do Okay, and we have enough evidence almost But to be honest with you So how would you characterize So we have problems that you can solve, and is that what you do? that I'm going to pump photons If you had a quantum computer that gives you machine learning, big data. you said we don't really have It's just that the capacity that they have of hybrid that will get us there, So yes, I think it's much higher than 50. So if you go small and small and small, And you brought the point of how you actually create these qubits. But what is, what does ChatGPT look like that these superpositions may allow you and when you say superposition, that the amount of millions that means it was great to have you on. for all the videos.

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Antonio Neri, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's continuing coverage of HPE. Discover 22 live from Las Vegas, the Venetian expo center at Lisa Martin and Dave Velante have a very special guest. Next one of our esteemed alumni here on the cube, Antonio Neri, the president and CEO of HPE, Antonio. Thank you so much for joining us this morning. >>Well, thanks for free with us today. >>Great to be back here after three years away. Yeah. Sit on stage yesterday in front of a massive sea of people. The energy here is electric. Yeah. Must have felt great yesterday, but you, you stood on stage three years ago and said buy 20, 22. And here it is. Yeah. We're gonna deliver our entire portfolio as a service. What was it like to be on stage and say we've done that. Here's where we are. We are a new company. >>Well, first of all, as always, I love the cube to cover HP discover, as you said, has been many, many years, and I hope you saw a different company yesterday. I'm really proud of what happened yesterday, because it was a pivotable moment in our journey. If I reflect back in my four years as a CEO, we said the enterprise of the future will be edge centric, cloud enable and data driven in 2018. And I pledged to invest 4 billion over four years. And you see the momentum we have at the edge with our business. And then in 19, to your point, Lisa, we said, by the end of 2022, we will offer everything as a service. When you look at the floor behind us, everything is a as a service experience from the moment you log through IHP GreenLake platform to all the cloud services we offer. So for me, it is a proud moment because our team worked really hard to deliver on that province on the face of a lot of challenges, >>Tremendous challenges, the last couple years that nobody could have predicted or even forecast, how can we tolerate this? Talk to me about your customer conversations and how they have changed and evolved as every company today has to be a data company. >>Well, even this morning, up to this interview, I already met four customers in, in less than an hour and a half. And I will say all of them, first of all, really appreciated bringing HP discover back. And what they really appreciated was the fact that they had the opportunity to meet and greet and talk to people. The energy that comes from that engagement is second to none. And I think says something right about the moment we are at this time, where the return to work and everything else. I think this is a wake up call in many ways, but customers are telling us is that they want to engage with a partner that has a vision that can take them to their journey, whatever that journey is. And we know digital transformation is core to everything, but ultimately they are now more focused on delivering outcomes for the organization they're running in it. And that's why HP GreenLake is incredible well positioned to do so, you >>Know, just picking up on that. I, I, I counted Antonio. I think I've been to 14 HP and HPE discovers when you include Europe. Yeah. I mean, Frankford, London, Barcelona Madrid, of course, you know the us, and I've never seen why I've tweeted this out. I've never seen this type of energy. Right. People are excited to get back. That's part of it. The other big part of it is course the focus. Yeah. So that focus on as a service was a burn, the boat moment for HPV. >>I don't think it was a burn the boat moment. It was a moment that we have to decide how we think about the future and how we become even more relevant for customers. And we are very important to all the customers they buy from us. Right. But I think about the next 3, 5, 10 years, how we position the company, enter the future to be relevant to whatever they need to do. >>Well, what I mean by that is you're not turning back. No, the bridge is gone. You go, you're going forward. And so my question is, did the pandemic accelerate that move or did it, did it hinder it? And, and, and how so >>Actually it was an, a moment for us to think about how we go further and faster to what we call this journey to one, one platform, one experience. And, and we felt as a team, as an organization, this was a unique moment in time to go further, faster. So to us, it was a catalyst to accelerate that transformation. >>Yeah. Now I, I want to ask you a question in your keynote. I love this, cuz you say I'm often asked by customers, what workload should we move to the public cloud and what should stay on prem? I'm like, yeah, I get that question all the time. And I was waiting for the answer. You said, that's the wrong question. And I was like, wait, but that's the question everybody's asking. So it was really interesting that you said that. And I wonder if you could, you could comment. And I think you said basically the world's hybrid is your challenge with, with the customers in this initiative to actually get people to stop asking that question. Right. And not think about that. >>No, I think the challenge we all collectively have is that how we think about data and how we drive what I call a data first modernization, you know, strategy for our customers in an age to cloud architecture, which basically says you are living a hybrid world is not a question which workloads are put in the public cloud, which workloads are put OnPrem. You know, the, all the issues around data gravity and whatnot is a question of how I bring the cloud experience to all your workloads of data, wherever they live. And that's where, you know, the opportunity really exists. And as customers understand more and more about the new environments, how they work, how they enable these new experiences is all driven by that data. And that data has enormous value. So it's not about which cloud use is about how you bring the cloud experience to your data in workloads. >>When you're talking to CIOs, especially transformational CIOs, what's the value pro to those CIOs that wanna transform and need to transform with the power of HPE. >>More and more of them are becoming conscious about the fact that they need to go faster in everything they do. We have done some interesting analysis with the brands that have done a better job or have become way more proficient on extracting insight from the data. They are actually the brands that winning the marketplace, not just with customers driving the preference, but also in the market capitalization because they become where more sophisticated in driving better efficiency, which is a necessity today. Second is the fact that also they need to improve their security aspect of it, but they are creating new experiences and new revenue streams. And those transformational CIOs are transforming their business in the way they run it into more an innovation engine. And so that's why, you know, we love working with them because they are advanced and the push has to think differently in the way we think about the innovation. How >>Do you help customers go from data, rich insight, port to data, rich insight, rich actions, new revenue, streams, new services. >>Well, first of all, you have to deploy the right architecture, which starts with a network, obviously because digital transformation requires an on-ramp and the connectivity is the first step. Second is to make sure you have a true end to end visibility of that data. And that's why we announced yesterday with the data fabric, right? A, a revolutionary way to think about that age to cloud architecture from a data driven perspective. And then the third piece of this is, is the aspect of how we bring that intelligence to that data. And that's where, you know, we are enabling all these amazing services with AI machine learning with, with, you know, HP GreenLake, which is ultimately the way we are gonna enable them. >>What's your favorite announcement from this week? >>I think HP GreenLake, you know, I think I >>Mentioned a lot of GreenLake, >>36 times HP GreenLake. And to me, you know, as I think about what comes next, right, is about how we innovate now on the platform at the pace that customers are demanding. And so for me, there is a lot of things there, but obviously the private cloud enterprise edition was a big moment for us because that's the way we bring the cloud operating experience on-prem and at the edge, but also all the hybrid capabilities that Brian showed during the demo is something that I think customers now say, wow, I didn't know. We can do that. >>And thinking about your business, you know, despite some macro headwinds and, and like you, you reaffirmed your guidance on the, on the last earnings call. Does GreenLake give you better visibility or is it harder to predict? >>No, I think the more we get engaged with customers in running their workloads and data, the more visibility we get, you know, I said, you know, customers voted with the workloads and data. And in, in that context, you know, we already have 65,000 customers more than 120,000 users. And the one interesting stat, which I hope it didn't go lost during that transition was the, the fact that we now have under the GreenLake management over an next bite of data. And so to me, right, that's a unique, a unique opportunity for us to learn and improve the whole cycle. >>So obviously a big pillar of your strategy is the data. And I wanted, if you could talk more about that because I, I would observe, you know, we, the cube started in sort of as big data, you know, started to take off and you saw that had ecosystem and, and that ecosystem has dispersed now. Yeah. So gone into the cloud, it's got snowflakes pulling and some in Mongo. Now you have the opportunity with this ecosystem yeah. To have a data ecosystem. How do you look at the ecosystem and the value that your partners can build on top of GreenLake and specifically monetize? Well, >>If you walk through the floor, one of the things we changed this time is that the partners are actually in the flow of all our solutions, not sitting on a corner of the show floor, right? And, and, and that's because what we have done in the last three years has been together with our partners, but we conceive HP GreenLake with the partners in mind, at the core of everything we do in the platform. And that's why on Monday we announced the new partner one ready vantage program that actually opens the platform through our APIs for allowing them to add their own value on the platform, whether in their own services to the marketplace or the other way around they to use our capabilities in their own solutions. Because some of these cloud operating capabilities are hard to develop, whether it is, you know, metering and billing and all the other services, sometimes you don't don't have to build yourself. So that's why, what we love about our strategies, the partners can decide where to participate in this broad ecosystem and then grow with us and we can grow through them as well. >>So GreenLake as a service, the focus is, is very clear. Hybrid is very clear. What's less clear to me is, is that I'll and I'll ask you to comment, is this, we go a term called super cloud and super cloud is different than multi-cloud multi-cloud oh, I run in AWS or, and, or I run in Azure. I run in, in, in GCP, Supercloud builds a layer above that hides the underlying complexity of the primitives and the APIs, and then builds new value on top of that, out to the edge as well. You guys talk about the edge all the time. You have Aruba a as an asset, you got space space born. You're doing some pretty edge. Like, well, >>We have it here. Yeah. Yeah. We are connected to the ISS. So if you were to that show floor, you can actually see what's being processed today. >>I mean, that's, you don't get more edge than that. So my question is, is, is that part of the vision to actually build that I call super cloud layer? Or is it more to be focused on hybrid and connecting on-prem to the cloud? >>No, I, I don't like to call it super cloud because that means, unless you are a superpower, you can't do what you need to do. I, I think I call it a super straight okay. Right. That we are enabling to our H to cloud architecture. So the customers can build their own experiences and consume the services that they need to compete and win in today's market. So our H to cloud approach is to create that substrate with connectivity, obviously the cloud and the data capability that you need to operate in today's >>Environment. Okay. So they're fair enough. I would say that your customers are gonna build then the super cloud on top of that software. >>Well, actually we want to give it to them. They don't have to build anything. They just need to run the business. Well, they don't have the time to really build stuff. They just need to innovate that's our, our value proposition. So they don't have to waste cycles in doing so if it comes ready to go, why you want to build it? >>Well, when I say build it, I'm talking about building their business on top of it things you're not gonna, I agree with that, bringing their tools, financial services companies with their data, their tools, their ecosystem, connecting OnPrem to the clouds. Yeah. That above that substrate that's their as a digital. >>Yeah. And that's why I said yesterday with our approach, we're actually enabling customers to power the next generation business models that they need. We enable the substrate, they can innovate on the platform, these next gen business models, >>Tap your engineering mind. And I'd like you to talk about how architectures are changing you along with many, many other CEOs signed a letter to, to the us government, you know, urging them to, to, to pass the chips act. As I posted on LinkedIn, there were, there were a few notables missing apple wasn't on there, meta wasn't on there, Tesla wasn't on there. I'd like to see them step up and sign that. Yeah. And so why did you, you know, sign that? Why did you post that? And, and, and why is that important? >>Well, first of all, it's important to customers because obviously they need to get access to technologies in a more ubiquitous way. And second it's important for the United States. We live in a, in a global economy that today is going to a refactoring of sorts where supply chain disruption has caused a lot of consternation and disruption across many industries. And I think, you know, as we think about the next generation supply chains, which are built for resiliency and obviously inclusion, we need to make sure that the United States address this problem. Because once you fall behind, it takes a long time to catch up. Even if we sign the chips act, it's gonna take many years for us, but we need to start now. Otherwise we never get what we need to >>Get. I, I agree. We're late. I think pat Gelsinger has done a very good job laying out the mission, you know, to bring, I mean, to me, it's modest, bring 20% of the manufacturing back to the us by the end of the decade. I mean that that's not gonna be easy, but even so that's, >>That's, we need stuff somewhere. Absolutely. You know, we are great partners with Intel. I really support the vision that path has laid out. And its not just about Intel again, it's about our customers in the United States, >>HP and HPE now cuz H HP labs is part of, of HPE. I believe that's correct state. Well, >>We refocus HP labs as a part of our high performance. Yeah. And AI business. Yes. >>But H HP and, and now HPE possess custom Silicon expertise. We may, we always >>Had. >>Yeah, exactly. And, and you know, with the fabulous world, do you see, I mean, you probably do in some custom Silicon today that I don't really, you know, have visibility on, but do you see getting more into that? Is there a need for >>That? Yeah. Well we already design more than 60 different silicons that are included in our solution. More and more of that. Silicon is actually in support of our other service experience. That's truly programmable for this new way to deploy a cloud or a data fabric or a network in fabric of sorts. When you look our, our age portfolio as a part of green lake through our Aruba set of offerings, we actually have a lot of the Silicon building. Our switching portfolio that's program. Normally give us the ability to drive intelligent routing in the network at the application layer. But also as you know, many years ago, we introduced our own ILO, the lights out technology, the BMC type of support that allows us to provide security to the root of our systems. But now more implement a cloud operating security environment if you will, but there is many more in the analog space for AI at scale. And even the latest introduction with frontier. When you look at frontier that wonderful high performance exit scale system, the, the magic of that is in the Silicon we developed, which is the interconnect fabric. Plus the smart mix at massive massive scale for parallel computing. And then ultimately it's the software environment that we put on top of it. So we can process billion, billion, square transactions per second. >>And when you think about a lot of the AI today is modeling, that's done in the cloud. When you think about the edge actual real time in, you're not gonna send all that back to the cloud. When you have to make a left turn or a right turn, >>Stop sign. I think, you know, people need to realize that 70% of the data today is outside the public cloud and 50% is at the edge. And when you think about the real time use cases, actually 30% of that data will need to be processed real time. So which means you need to establish inference the rate at the edge and at the same time run, you know, the analytics at the edge, whether it's machine learnings or some sort of simulation they need to do at the edge. And so that's why, you know, we can provide inference. We can provide machine learning at the edge on top of the connectivity and the edge compute or cloud computing at the edge. But also we can provide on the other side, AI at scale for massive amount of data analytics. And >>Will that be part of the GreenLake? >>We already offered that experience. We already offered that as a HPC, as a service is one of the key services we provide at scale. And then you also have machine learning operations as a service. So we have both and with the data fabric, now we're gonna take it to one step forward so we can connect the data. And I think one of the most exciting services, I actually, I'm a true believer. That is the capability we develop through HP labs. Since you asked for that early on, which is called the swarm learning technology. Of >>Course. Yeah. I've talked to Dr. GU about there you >>Go. >>So, so he >>Will do a better job than me explaining, >>Hey, I don't know. You're pretty, pretty good at it, but he's awesome. I mean, I have to admit on your keynote, you specifically took the time to mention your support for women's rights. Yes. Will HPE pay for women to leave the state to have a medical procedure? >>Yeah. So what happened last week was a sad moment in a history. I believe we, as a company felt compelled to stand up and take a position on the rights of women to choose. And as a part of that, we already offer as a part of our benefits, the ability to travel and pay all the medical expenses related to their choice. >>Yeah. Well thank you for doing that. I appreciate it. As a, as a father of two daughters who have less rights than, than my wife did when she was their age, I applaud you for your bravery and standing up and, and thank you for doing that. How excited are you for Janet Jackson? >>I think is gonna be a phenomenal rap of the HP discover, I think is gonna be a great moment for people to celebrate the coming together. One of the feedback I got from the meetings early on from customers is that put aside the vision, the strategy, the solutions that they actually can experience themselves is the fact that the, the, the one thing that really appreciated it is that they can be together. They can talk to people, they can learn with each other from each other. That energy is obviously very palpable when you go through it. And I think, you know, the celebration tonight and I want to thank the sponsor for allowing us to do so, is, is the fact that, you know, it's gonna be a moment of reuniting ourselves and look at the Fu at the future with optimism, but have some fun. >>Well, that's great, Antonio, as I said, I've been to a lot of HP and HPE discovers. You've brought a new focus clearly to the company, outstanding job of, of getting people aligned. I mean, it's not easy. It's 60,000, you know, professionals a around the globe and the energy is like I've never seen before. So congratulations. Thank you so much for coming back in the queue. >>Thank you, Dave. And as always, we appreciate you covering the, the event. You, you share the news with all the audiences around the globe here and, and that's, that means us means a lot to us. Thank you. Thank you. >>And thank you for watching. This is Dave Velante for Lisa Martin and John furrier. We'll be right back with our next guest. Live from HPE. Discover 2022 in Las Vegas.

Published Date : Jun 29 2022

SUMMARY :

Thank you so much for joining us this morning. Great to be back here after three years away. Well, first of all, as always, I love the cube to cover HP discover, as you said, Talk to me about your customer conversations and how they have changed and right about the moment we are at this time, where the return to work and I think I've been to 14 HP and HPE discovers the company, enter the future to be relevant to whatever they need to do. And so my question is, did the pandemic accelerate that move So to us, it was a catalyst to accelerate And I think you about how you bring the cloud experience to your data in workloads. those CIOs that wanna transform and need to transform with the power of HPE. And so that's why, you know, we love working with them because they are advanced and the push Do you help customers go from data, rich insight, port to data, And that's where, you know, we are enabling all these amazing services And to me, you know, you reaffirmed your guidance on the, on the last earnings call. the more visibility we get, you know, I said, you know, customers voted with the workloads and data. sort of as big data, you know, started to take off and you saw that had ecosystem and, are hard to develop, whether it is, you know, metering and billing and all the other What's less clear to me is, is that I'll and I'll ask you to comment, is this, we go a term called super So if you were to that show floor, you can actually see I mean, that's, you don't get more edge than that. obviously the cloud and the data capability that you need to operate in today's I would say that your customers are gonna build then the super cloud on top of that software. ready to go, why you want to build it? their ecosystem, connecting OnPrem to the clouds. We enable the And I'd like you to talk about how architectures are changing you along And I think, you know, as we think about the next generation supply chains, you know, to bring, I mean, to me, it's modest, bring 20% of the manufacturing back to the us by the end I really support the vision that path has laid out. I believe that's correct state. And AI business. We may, we always And, and you know, with the fabulous world, do you see, I mean, the magic of that is in the Silicon we developed, which is the interconnect fabric. And when you think about a lot of the AI today is modeling, And so that's why, you know, we can provide inference. And then you also have machine learning operations as a I mean, I have to admit on your keynote, the ability to travel and pay all the medical expenses related to their choice. have less rights than, than my wife did when she was their age, I applaud you for your And I think, you know, It's 60,000, you know, you share the news with all the audiences around the globe here and, And thank you for watching.

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Antonio Neri & John Chambers | Aruba & Pensando Announce New Innovations


 

(upbeat music) >> Welcome to "The Power of And," theCUBE's coverage of the HPE Aruba Pensando announcement. Antonio Neri is here and John Chambers to help us set up the day. Guys, great to see you. Thanks so much for coming on. >> Yeah, thanks for having us today. >> Dave, it's going to be fun. >> It sure is. So two years ago, you guys might recall, we were in the Goldman Sachs offices, overlooking Manhattan, and that's when you announced the investment in Pensando, the relationship. Two years, it goes by fast. How's it going? >> Yeah, definitely two years have gone by fast, and a lot has happened, right? A lot has happened since then. What I will say first and foremost, the partnership has grown stronger, much stronger, because as John and I and the team worked together, we validated the vision, the vision that ultimately the world would be way more distributed, that Edge to Cloud architectures would be required, and the original idea that John had with the Pensando team partnered with us to bring that Cloud experience to the Edge. It got stronger and stronger and stronger. At the same time, we also introduced new joint offers with the Pensando Silicon Software with our HP ProLiant servers. And since then we have learned quite a bit, right? So, which inform us what the next steps should be. And that's why we're here today, to talk about not just the work we have done around the distributive services cards, as we talk about it in the past, but now the distributed services switching, which we believe is another market in transition opportunity for us to disrupt as we go forward. >> So, John speaking of transitions, you've seen a number of industry transitions, dating back to my East Coast days. >> Yes. >> But so what was the wave, or the waves that you saw, that sort of led you to this new venture, to the partnership with HPE? >> Well, the exciting part is Antonio and I can almost finish each other's sentences. You compete against market transitions enabled by new technology. The biggest transition of all is the clouds moving to the Edge, the computes move into the edge, your storage security, your software applications, et cetera. And we saw this wave together, and when you talk about what's changed in the last two years, I think it exceeded both of our expectations. How our teams worked together? We outlined audacious goals of a hundred million in terms of orders within the first two years. And we hit and exceeded that. We said, we're going to be in a billion; after three years after we had a hundred million, we're on track for that. And if you watch our dream of democratizing the cloud, giving the capability for any major hyper scaler to compete with an Amazon web services or generally with them, and now bringing it down to any enterprise or any government agency be able to do it and the ability to do this as a team is what's unheard of. Innovation is hard to move with speed. Two companies to move together with innovation and more focused on the outcome than anything else. Our teams work even better than I thought we could. And I think you're seeing today, the next major phase that we make, where we take these concepts and we're going to revolutionize the switching industry. In every 10 to 12 years is a chance for a major change. And you either get through that and often the incumbents don't change. We're going to get through this, we think very, very well and we're again setting a tremendous challenge to the market with, literally software and Silicon and programmability throughout the whole architecture, and results that I think even surprised our engineers; a hundred times the scale of the nearest competitor in the market today at 10 times the performance at one third the total cost of ownership. Antonio and I can't even sell that with that type of capability. Our teams are functioning well. It's that ability to see markets and say, how does your partner win, that culture is so important to us in terms of the direction. >> So to chime in on this because you for years have been talking about the basically redefining cloud, not just a remote set of services, somewhere out there in the cloud, but connecting to on-prem and hybrid, multi-cloud out to the Edge. Is that the big wave that, that you see here? Is that what you're riding? >> Definitely one component of the wave. I think the other part is, remember what I said in 2018, when I became CEO of Hewlett Packard Enterprise, that the enterprise of the future will be a centric cloud enabled and data driven. And through the unfortunate events of the global pandemic, right? That has been validated, right? We live now in a much more distributed and enterprise than ever before. The original architectures that John obviously pioneered for, for the case, you know, you have the data center and you have the campus and the branch, now you have these extension called the micro branch. The micro branch is our homes, our home offices, right? But now what happens is that the cloud obviously scared to stay because it's all about speed and agility, but it's also important that we define cloud correctly, which is an experience that we should bring to, for all the applications and data. And what we see that the vast majority of the data is created at the Edge, where we live and work. Here we are, you and I, and John having a conversation. There is cameras everywhere taping this, there's a lot of bits being created. And those bits, I hope have value when people watch this. But, but to me, that's the, the big opportunity to really disrupt the cloud as we know it and bring that set of capabilities closer to where the action is. The second part of this, which I think is important is that what we saw with the consumption of IT, and this is where, you know, we have a, a vision to become the Edge supply platform that you can consume as a service. And that's our HPE Green Lake offer. But the- as a service offerings taken off to a level we have not imagined. And it's not just the fact that the public cloud is there, it's everything, whether it's in your own premises or at the Edge. And that's why I'm so excited about the partnership with Pensando to disrupt this age to cloud architectures, with the know how that we have, our go to market in the, as a service model to accelerate those markets in transition. >> You take the excitement of a company that's reinventing itself. And you think about HPE, they alerted the original Silicon Valley garage startup. So much of what is great about the Valley, they brought Lou Platt, who was the CEO at HP. When I came to Silicon Valley, nobody knew what Cisco was, much less the internet. They thought we were a food company. I called up Lou and I said, Lou I need help. I don't know the Valley, teach me about how you've been successful. He not only met with me once, he met with me for three years. At the end of the three years, he said, I said to him, now we're really cooking this time! We were growing out of control, becoming the most valuable company in the world for a while. And I said, Lou, what can I do to pay the HPE back? And he said, very simply, "John, give back to the next generation." That stuck with me forever. The values of a company, the leaders, whether it was Lou, whether it's original leaders of the company, or Antonio, their cultures and values are so much aligned. So we have a chance to change a market together. I was all in and, you know, while we competed a little bit, in, in the past, it was very little, and now we have a chance to change a whole market and take on the giants, and perhaps really disrupt a whole industry. That gets exciting. We've got a team that has built a $8 billion products per year, eight different times. Now we're going to do it a ninth and maybe a 10th together. And to share that is truly exciting with a world-class team at HPE. >> So let's talk a little bit about HPE, Aruba, and Pensando, where you guys are going. You started sort of at the core two years ago. And I think I, you know, I think Aruba, in some regards, is misunderstood. I mean, you're basically building a major cloud strategy around that. It stretches to the edge. So what is it that you are trying to disrupt here? Maybe give us a little insight as to the industry transitions that you're seeing. >> Antonio: Yeah. So first of all, Aruba is doing incredibly well, I mean, if you see the latest results grow in between 25 and 30% on a year over year basis. We have improved profitability, but what I'm really excited about is that our value proposition, our mobile first cloud first approach, is resonated with customers when it comes down to connectivity and analytics. So to me, that's an incredible value. And in order to become a cloud company, we leverage the Aruba infrastructure that was developed over the years to build a subscription based model to connectivity and extended all the way to what we call the cloud, which for us is the core business there. Now, with John and his team, we are changing the architectures around those, those components of there, there's the solution. So, Aruba has been incredible foundational, not only to grow the company, but also to give us the foundation technology to become that Edge to cloud company. So what we're doing with John, we have taken now this new architecture to the next level of the entire solution. So we started with the server business. We integrated these distributed service cards, and now we are taking it to their rack level architecture and eventually to the, you know, data center architecture in a true Edge to the cloud environment. And that means we are introducing the distributed service switching technology, which is, again, this is a joint innovation between the Aruba IP and the Pensando IP, which we think, which are, will change, again every 10 to 12 years, that switching market opportunity. >> And it's fun to take on the big competitors and bring them down, which I love doing. And it's also unique to see how fast our teams are moving together. Our cultures are very similar, and we set audacious goals for our team, and so far, they've been exceeding them. >> So you know a little bit about this networking market. Is this a, is this a new category of switch? Is this, how unique is this? >> John: Well, I think it's all the above. It's, Antonio used the word "platform and architectures" and distributed service platform that now is going into switching as well. It's ability to redefine everything with software in Silicon. And that's a lot different than what the industry seen before, and to move with speed in terms of software defined programmability everywhere, everything automated and simple, which makes it so easy to start- how simple? All you do is plug a server into the switch, and you look at what we're doing together already with the HPE servers and how you literally add value on top of it with the distributed services card and platform. So you see it all coming together. How big could it be? I think it will be the next generation, and truly not just the cloud moving to the Edge, but internet working security, how load balancing all comes together. That really is going to change an industry group. So I think it's going to be the next big product for the whole segment of the industry. >> Antonio: Yeah, and I think it will bring tremendous value from the company. Obviously we love the technology and this markets, but ultimately think about from the customer's perspective is less CapEx because they don't need to add log balancing, all these things that add costs, and actually friction points and point of failure, but also OPEX, because to the point that John said, right, it's all about simplicity and automation and awareness around the, the application. And also the, the infrastructure that ultimately we want this to be autonomous and intelligent, therefore is an OPEX reduction on the run time too. Go ahead, John. >> It's in many ways, future proof. It's an architecture for the future, not for the past. When you get your peers that talk about scale in low single digit thousands, and we talk about scale in millions, you talk about performance that literally is 10 fold, in order of magnitude better. And you build an architecture that allows the market to go where they want with ease of use for your customers. That's about innovation with speed. They can leave no small company or no large company probably could do by themselves. I think very few people in industry would have had the courage to do it, but probably not the culture to really make it work well. >> Dave: Talk About HPE, Pensando. I mean, you've got small company, big company, and you guys have been at this now for a couple of years. It seems to be gaining momentum. That, that is in an, in and of itself unique. Why HPE and Pensando? >> Antonio: Well, I think, again, it start with a thesis that John and I share about the future. As John said, it takes courage to do these things, and ultimately culture is everything. Well, we jointly realize that the way we think, the way we work is very similar. These are two companies that are very engineering driven in everything they do, but they put the customer at the center of how we think about the future. And it has been amazing to me. In fact, I, we connect every handful of weeks to check where we are and I keep, you know, in many ways the larger company, in many ways is pushing the smaller company to go further and faster. And to me, it's all about speed. >> So when you think about what makes a strategic partnership work, it has to be really material, both sides. In other words, it has to change an industry. HPE has done an amazing job. You've doubled your profits in the last four years, and you're reinventing yourself again and again, but it's a common vision of where the market's going to go, as Antonio articulated very well when it goes to the Edge, and Green Lake is going to be your delivery vehicle for it. It's about bringing together all these technologies into one, not individual appliances or approaches. You do load balance and you do security. You do scale and you do networking. And it's about the best of each company saying, how do you help the other company be successful? When our teams come together, other than their accents, you usually can't tell who's from HPE and who's from Pensando. >> Dave: How should we be evaluating the progress over the next several quarters, months, years? What are the, sort of, benchmarks we should be looking for? >> Well, I think the most important metric is customer relevance, in my mind. The financials generally tend to follow that because if you are relevant, is, is, you know, we were talking to all the teams, you know, are you important or are you strategic, right? Generally we are very important. What we do matters, but we want to be strategic. And I think this joint innovation will catapult us to be way more strategic in everything we do. So it's customer relevancy. Obviously from the financial perspective, we both have an idea to create multi-billion dollar businesses, otherwise, why do it, right? So, and the market is huge, is huge. I mean, you know that obviously we, we, we are living in an amazing time where data is exploding everywhere, right? And I think this is just a starting point, right? So we obviously start with an idea and a thought and a specific focus. But if you think about the next generation is create data fabrics that are secure, and then you can run these models with AI and machine learning at scale. The network fabric becomes the core of everything you do, right? >> So think about it the way you asked the question. It's been two years as of the announcement that we're making jointly. Since we made the announcement two years ago, we've over exceeded every expectation. It starts with the customers, as you said, Antonio, how many of the large customers do we have two years from now? Are we in the same leadership position like we are with the first-generation of the distributed services platform? And have we got a number of the very largest accounts in the world committed to us? And are we still one to two generations ahead of our nearest competitor two years from now like we are today with our current card capability and platform capabilities. >> Dave: Pretty cool partnership. Thanks so much guys, for helping us kick off the Power of And. Really appreciate it. >> Thank you, Dave. >> All right. Keep it right there. We've got a ton of content. You're going to hear from technologists, how they're trying to change the world, what it means for customers. You're watching theCUBE.

Published Date : Oct 20 2021

SUMMARY :

and John Chambers to and that's when you announced and the original idea that dating back to my East Coast days. and the ability to do this as Is that the big wave the big opportunity to and take on the giants, And I think I, you know, and extended all the way And it's fun to take So you know a little bit and to move with speed in terms of but also OPEX, because to the that allows the market to go and you guys have been at this the way we think, the way we work the market's going to go, So, and the market is huge, is huge. how many of the large customers do we have for helping us kick off the Power of And. You're going to hear from

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Antonio Neri, HPE | HPE Discover 2021


 

>>Yeah, >>approximately two years after HP split into two separate companies, antonioni Ranieri was named president and Ceo of Hewlett Packard Enterprise. Under his tenure, the company has streamlined its operations, sharpened his priorities, simplified the product portfolio and strategically aligned its human capital with key growth initiatives. He's made a number of smaller but high leverage acquisitions and return the company to growth while affecting a massive company wide pivot to an as a service model. Welcome back to HPD discovered 2021. This is Dave Volonte for the cube and it's my pleasure to welcome back Antonio Neary to the program. Antonio it's been a while. Great to see you again. >>Hi, Dave. Thanks for having me. >>That's really our pleasure. It was just gonna start off with the big picture. Let's talk about trends. You're a trend spotter. What do you see today? Everybody talks about digital transformation. We had to force marks to digital last year. Now it's really come into focus. But what are the big trends that you're seeing that are affecting your customers transformations? >>Well, Dave, I mean obviously we have been talking about digital transformation for some time uh in our view is no longer a priority is a strategic imperative. And through the last 15 months or so since we have been going through the pandemic, we have seen that accelerated to a level we haven't never seen before. And so what's going on is that we live in a digital economy and through the pandemic now we are more connected than ever. We are much more distributed than ever before and an enormous amount of data is being created and that data has tremendous value. And so what we see in our customer's name, more connectivity, they need a platform from the edge to the cloud to manage all the data and most important they need to move faster and extracting that inside that value from the data and this is where HP is uniquely positioned to deliver against those experiences and way we haven't imagined before. >>Yeah, we're gonna dig into that now, of course you and I have been talking about data and how much data for decades, but I feel like we're gonna look back at 2030 and say, wow, we never, we're not gonna do anything like that. So we're really living in a data centric era as the curves are going exponential, What do you see? How do you see customers handling this? How are they thinking about the opportunities? >>Well, I think, you know, customer realized now that they need to move faster, they need to absolutely be uh much more agile and everything. They do, they need to deploy a cloud experience for all the work clothes and data that they manage and they need to deliver business outcomes to stay ahead of the competition. And so we believe technology now plays even a bigger role and every industry is a technology industry in many ways, every company, right, is a technology company, whether your health care, your manufacturer, your transportation company, you are an education, everybody needs more. It no less. It but at the same time they want the way they want to consumer dave is very different than ever before, right? They want an elastic consumption model and they want to be able to scale up and down based on the needs of their enterprise. But if you recall three years ago, I knew and I had this conversation, I predicted that enterprise of the future will be edge century, cloud enable and data driven. The edge is the next frontier, we said in 2018 and think about it, you know, people now are working remotely and that age now is much more distribute than we imagined before. Cloud is no longer a destination, it is an experience for all your apps and data, but now we are entering what we call the edge of insight, which is all about that data driven approach and this is where all three have to come together in ways that customer did envision before and that's why they need help. >>So I see that, I see the definition of cloud changing, it's no longer a set of remote services, you know, somewhere up there in the cloud, it's expanding on prem cross clouds, you mentioned the edge and so that brings complexity. Every every company is a technology company but they may not be great at technology. So it seems that there are some challenges around there, partly my senses, some of some of what you're trying to do is simplify that for your customers. But what are the challenges that your customers are asking you to solve? >>Well, the first they want a consistent and seamless experience, whatever that application and data lives, so, you know, for them, you know, they want to move away from running it to innovate in our 90 and then obviously they need to move much faster. As I said earlier about this data driven approaches. So they need help because obviously they need to digitize every every aspect of the company, but at the same time they need to do it in a much more cost effective way. So they're asking for subject matter expertise on process engineering. They're asking for the fighting the right mix of hybrid experiences from the edge to cloud and they need to move much faster at scale in deploying technologies like Ai deep learning and machine learning and Hewlett Packard Enterprise uh is extremely well positioned because we have been building an age to club platform where you provide connectivity where you bring computing and storage uh in a softer, define scalable way that you can consume as a service. And so we have great capabilities without HP Point next technology services and advice and run inside. But we have a portfolio with HP Green Lake, our cloud services, the cloud that comes to you that are addressing the most critical data driven warlords. >>Probably about 24 months ago you announced that HP was was going to basically go all in on as a service and get there by by 2022 for all your solutions. I gotta get, I gotta say you've done a good job communicating the Wall Street, I think, I think culturally you've really done a good job of emphasizing that to your, to the workforce. Uh, but but how should we measure the progress that you've made toward that goal? How our customers responding? I I know how the markets responding, you know, three or four year big competitors have now announced. But how should we measure, you know, how you're tracking to that goal? >>Well, I think, you know, the fact that our competitors are entering the other service market is a validation that our vision was right. And that's that's that's good because in the end, you know, it tells us we are on the right track. However, we have to move much faster than than ever before. And that's why we constantly looking for ways to go further and faster. You're right. The court of this is a cultural transformation. Engineering wise, once you state, once you state the North Star, we need to learn our internal processes to think Cloud first and data first versus infrastructure. And we have made great progress. The way we measure ourselves. Dave is very simple is by giving a consistent and transparent report on our pivot in that financial aspect of it, which is what we call the annualized revenue run rate, which we have been disclosed enough for more than a year and a half. And this past quarter grew 30% year over year. So we are on track to deliver a 30-40% Kegel that we committed two years ago And this business going to triple more than uh more than one year from now. So it's gonna be three times as bigger as we enter 2022 and 2023. But in the end, it's all about the experience you deliver and that's why architecturally uh while we made great progress. I know there is way more work to be done, but I'm really excited because what we just announced here this week is just simply remarkable. And you will see more as we become more a cloud operating driven company in the in the next months and years to come. >>I want to ask you kind of a personal question. I mean, COVID-19 is you know, sharpened our sensitivity and empathy to to a lot of different things. Uh and I think uh ceos in your position of a large tech company or any large company, they really can't just give lip service to things like E. S. G. Or or ethical uh digital transformation, which is something that you've talked about in other words, making sure that it's inclusive. Everybody is able to participate in this economy and not get left behind. What does this mean to you personally? >>Well, they remember I'm in a privileged position, right? Leading a company like Hewlett Packard Enterprise that has Hewlett and Packard on the brand is an honor, but it's also a big responsibility. Let's remember what this company stands for and what our purpose is, which is to advance the way people live and work, and in that we have to be able to create a more equitable society and use this technology to solve some of the biggest societal challenge you have been facing The last 18 months has been really hard on a number of dimensions, not just for the business but for their communities. Uh, we saw disruption, we saw hardships on the financial side, we saw acts of violence and hatred. Those are completely unacceptable. But if we work together, we can use these technologies to bring the community together and to make it equitable. And that's one is one of my passion because as we move into this digital economy, I keep saying that connecting people is the first step and if you are not connected, you're not going to participate. Therefore we cannot afford to create a digital economy for only few. And this is why connectivity has to become an essential service, not different than water and electricity. And that's why I have passion and invest my own personal time working with entities like World Economic Forum, educating our government, right, Which is very important because both the public sector and the private sector have to come together. And then from the technology standpoint, we have to architect these things that are commercially accessible and viable to everyone. And so it's uh it's I will say that it's not just my mission. Uh this is top of mind for many of my colleagues ceos that talked all the time and you can see of movement, but at the same time it's good for business because shareholders now want to invest in companies that take care about this, how we make, not just a word more inclusive and equitable, but also how we make a more sustainable and we with our technologies, we can make the world way more sustainable with circular economy, power, efficiency and so forth. So a lot of work to be done dave but I'm encouraged by the progress but we need to do way way more. >>Thank you for that Antonio. I want to ask you about the future and I want to ask you a couple of different angles. So I want to start with the edge. So it seems to me that you're you're building this vision of what I call a layer that abstracts the underlying complexity of the whether it's the public cloud across clouds on prem and and and the edge and it's your job to simplify that. So I as the customer can focus on more strategic initiatives and that's clearly the vision that you guys are setting forth on. My question is is how far do you go on the edge? In other words, it seems to me that Aruba for example, for example, awesome acquisition could go really, really deep into the far edge, maybe other parts of your portfolio, you're kind of more looking at horizontal. How should we think about HP. Es, positioning and participation in that edge opportunity? >>Well, we believe we are becoming one of the merger leaders at the intelligent edge. Right? These edges becoming way more intelligent. We live in a hyper connected world and that will continue to grow at an exponential pace. Right? So today we we may have billions of people and devices pursue. We're entering trillions of things that will be connected to the network. Uh, so you need a platform to be able to do with the scale. So there is a horizontal view of that to create these vertical experiences which are industry driven. Right? So one thing is to deliver a vertical experience in healthcare versus manufacturer transportation. And so we take a really far dave I mean, to the point that we just, you know, put into space 256 miles above the Earth, a supercomputer that tells you we take a really far, but in the end, it's about acting where the data is created and bringing that knowledge and that inside to the people who can make a difference real time as much as possible. And that's why I start by connecting things by bringing a cloud experience to that data, whatever it lives because it's cheaper and it's way more economical and obviously there's aspects of latest in security and compliance. They have to deal with it and then ultimately accelerate that inside into some sort of outcome. And we have many, many use cases were driving today and Aruba is the platform by the way, which we have been using now to extend from the edge all the way to the core into the cloud business. And that's why you HP has unique set of assets to deliver against that opportunity. >>Yes, I want to talk about some of the weapons you have in your arsenal. You know, some people talk about, hey, well we have to win the architectural battle for hybrid cloud. I've heard that statement made, certainly HP is in that battle. It's not a zero sum game, but you're a player there. And so when I, when I look at as a service, great, you're making progress there. But I feel like there's more, there's, there's architecture there, you're making acquisitions, you're building out as moral, which is kind of an interesting data platform. Uh, and so I want to ask you how you see the architecture emerging and where H. P. S sort of value add, I. P. Is your big player and compute you've got actually, you've got chops and memory disaggregate asian, you've done custom silicon over the years. How how should we think about your contribution to the next decade of innovation? >>Well, I think it's gonna come different layers of what we call the stock, right? Obviously, uh, we have been known for an infrastructure company, but the reality is what customers are looking for. Our integrated solutions that are optimized for the given world or application. So they don't have to spend time bringing things together. Right? And and spend weeks sometimes months when they can do it in just in a matter of minutes a day so they can move forward innovative on I. T. And so we were really focused on that connectivity as the first step. And Aruba give us an enormous rich uh through the cloud provisioning of a port or a wifi or a one. As you know, as we move to more cloud native applications. Much of the traffic through the connectivity will go into the internet, not through the traditional fixed networks. And that's what we did acquisitions like Silver Peak because now we can connect all your ages and all your clouds in an autonomous softer. The final way as we go to the other spectrum. Right? We talk about one load optimization and uh for us H. P. S my role is the recipe by which we bring the infrastructure and the software in through that integrated solution that can run autonomously that eventually can consume as a service. And that's why we made the introduction here of HP Green like Lighthouse, which is actually a fully optimised stack. They with the push of a bottom from HP Green Lake cloud platform, we can deploy whatever that that is required and then be able to Federated so we can also address other aspects like disaster recovery and be able to share all the knowledge real time. Swarm learning is another thing that people don't understand. I mean if you think about it. So I'm learning is a distributed Ai learning ecosystem and think about what we did with the D. C. Any in order to find cures for Alzheimer's or dementia. But so I'm learning is going to be the next platform sitting on this age to cloud architecture. So that instead of people worrying about sharing data, what we're doing is actually sharing insights And be able to learn through these millions of data points that they can connect with each other in a secure way. Security is another example, right? So today on an average takes 28 days to find a bridge in your enterprise with project Aurora, which we're going to make available at the end of the year by the end of the year. We actually can address zero day attacks within seconds. And then we're work in other areas like disaster recovery when you get attacked. Think about the ransom ramp somewhere that we have seen in the last few weeks, right? You know, God forbid you have to pay for it. But at the same time, recovery takes days and weeks. Sometimes we are working on technology to do it within 23 seconds. So this is where HP can place across all spectrums of the stack And at the same time of course people expect us to innovate in infrastructure layer. That's why we also partner with companies like Intel were with the push of a bottom. If you need more capacity of the court, you don't have to order anything. She's pushed the bottle, we make more calls available so that that warlord can perform and when you don't need it, shut it off so you don't have to pay for it. And last finalist, you know, I will say for us is all about the consumption availability of our solutions And that's what I said, you know, in 2019 we will make available everything as a service by 2022. You know, we have to say as you know, there is no need to build the church for Easter Sunday when you can rent it for that day. The point here is to grow elastically. And the fact that you don't need to move the data is already a cost savings because cost of aggression data back and forth is enormous and customers also don't want to be locked in. So we have an open approach and we have a true age to cloud architecture and we are focusing on what is most valuable aspect for the customer, which is ultimately the data. >>Thank you for that. One of the other things I wanted to ask you about, again, another weapon in your arsenal is you mentioned supercomputing before. Up in space, we're on the cusp of exa scale and that's the importance of high performance computing. You know, it used to be viewed as just a niche. I've had some great conversations with DR go about this, but that really is the big data platform, if you will. Uh can I wonder if you could talk a little bit about how that fits into the future. Your expertise in HPC, you're obviously a leader in that space. What's the fit with this new vision you're laying out? >>Well, HPC, high performance computing in memory computer are the backbone to be able to manage large data sets at massive scale. Um, and, you know, deployed technologies like deep learning or artificial intelligence for this massive amount of data. If we talked about the explosion of data all around us and uh, you know, and the algorithms and the parameters to be able to extract inside from the day is getting way more complex. And so the ability to co locate data and computed a massive scale is becoming a necessity, whether it's in academia, whether it's in the government obviously to protect your, your most valuable assets or whether it is in the traditional enterprise. But that's why with the acquisition of cray as G. I. And our organic business, we are absolutely the undisputed leader to provide the level of capabilities. And that's why we are going to build five of the top six exa scale systems, which is basically be able to process the billion billion, meaning billion square transactions per second. Can you imagine what you can do with that? Right. What type of problems you can go solve climate problems? Right. Um you know, obviously be able to put someone back into the moon and eventually in mars, you know, the first step to put that supercomputer as an edge computer into the international space station. It's about being able to process data from the images that take from the ice caps of the of the earth to understand climate changes. But eventually, if you want to put somebody in in into the Marks planet, you have to be able to communicate with those astronauts as they go and you know, you can't afford the latency. Right? So this is what the type of problems we are really focused on. But HPC is something that we are absolutely super committed and it's something that honestly, we have the full stack from silicon to software to the system performance that nobody else has in the industry. >>Well, I think it's a real tailwind for you because the industry is moving in that direction and everybody talks about the data and workloads are shifting. We used to be uh I got O. L. T. P. And I got reporting. Now you look at the workloads, there's so much diversity so I'll give you the last word. What what really is the most exciting to you about the future of HPV? >>Well, I'm excited about the innovation will bring it to the market and honestly as the Ceo I care about the culture of the company. For me, the last almost 3.5 years have been truly remarkable. As you said at the beginning, we are transforming every aspect of this company. When I became Ceo I had three priorities for myself. One is our customers and partners. That's why we do these events right to communicate, communicate, communicate. They are our North Star, that's why we exist. Second is our innovation right? We compete and win with the best innovation, solving the most complex problems in a sustainable and equitable way. And third is the culture of the company, which are the core is how we do things in our Team members and employees. You know, I represent my colleagues here, the 60,000 strong team members that had incredible passion for our customers and to make a contribution every single day. And so for me, I'm very optimistic about what we see the recovery of the economy and the possibilities of technology. Uh, but ultimately, you know, we have to work together hand in hand and I believe this company now is absolutely on the right track to not just be relevant, but really to make a difference. And remember That in the end we we have to be a force for good. And let's not forget that while we do all of this, we have some farm with technology. We have to also help some, uh, to address some of the challenges we have seen in the last 18 months and H. P. E. is a whole different company uh, that you knew 3.5 years ago. >>And as you said, knowledge is the right thing to do. It's good. It's good for business Antonio. Neary, thanks so much for coming back to the cube is always a pleasure to see you. >>Thanks for having me. Dave and >>thank you for watching this version of HP discover 2021 on the cube. This is David want to keep it right there for more great coverage. Mm

Published Date : Jun 22 2021

SUMMARY :

Great to see you again. What do you see today? the edge to the cloud to manage all the data and most important they need to move faster era as the curves are going exponential, What do you see? we said in 2018 and think about it, you know, people now are working remotely and you know, somewhere up there in the cloud, it's expanding on prem cross clouds, you mentioned the edge and But we have a portfolio with HP Green Lake, our cloud services, the cloud that comes to you But how should we measure, you know, how you're tracking to in the end, you know, it tells us we are on the right track. What does this mean to you personally? that talked all the time and you can see of movement, but at the same time it's good for business I want to ask you about the future and I want to ask you a couple of different angles. to the point that we just, you know, put into space 256 miles above Uh, and so I want to ask you You know, we have to say as you know, there is no need to build the church for Easter Sunday when you can rent One of the other things I wanted to ask you about, again, another weapon in your arsenal is you mentioned someone back into the moon and eventually in mars, you know, the first step What what really is the most exciting to you about the future of HPV? And remember That in the end we we have to be a force for good. And as you said, knowledge is the right thing to do. Dave and thank you for watching this version of HP discover 2021 on the cube.

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Antonio Neri, CEO HPE [zoom]


 

>>approximately two years after HP split into two separate companies, antonioni Ranieri was named president and Ceo of Hewlett Packard Enterprise. Under his tenure, the company has streamlined its operations, sharpened his priorities, simplified the product portfolio and strategically aligned its human capital with key growth initiatives. He's made a number of smaller but high leverage acquisitions and return the company to growth while affecting a massive company wide pivot to an as a service model. Welcome back to HPD discovered 2021. This is Dave Volonte for the cube and it's my pleasure to welcome back Antonio. Neary to the program Antonio it's been a while. Great to see you again. >>Dave Thanks for having me. >>That's really our pleasure. I was just gonna start off with >>the big picture. >>Let's talk about trends. You're a trend spotter. What do you see today? Everybody talks about digital transformation. We had to force marks to digital last year now it's really come into focus. But what are the big trends that you're seeing that are affecting your customers transformations? >>Okay. I mean obviously we have been talking about digital transformation for some time uh in our view is no longer a priority is a strategic imperative. And through the last 15 months or so since we have been going through the pandemic we have seen that accelerated to a level we haven't never seen before. And so what's going on is that we live in a digital economy and through the pandemic now we are more connected than ever. We are much more distributed than ever before and an enormous amount of data is being created and that data has tremendous value. And so what we see in our customers need more connectivity, they need a platform from the edge to the cloud to manage all the data and most important they need to move faster and extracting that inside that value from the data and this is where HP is uniquely positioned to deliver against those experiences the way we haven't imagined before. >>Yeah, we're gonna dig into that now, of course, you and I have been talking about data and how much data for decades, but I feel like we're gonna look back at, you know, in 2030 and say, Wow, we never, we're not gonna do anything like that. So we're really living in a data centric era as the curves are going exponential. What do you see? How do you see customers handling this? How are they thinking about the opportunities? >>Well, I think, you know, customer realized now that they need to move faster, they need to absolutely be uh much more agile and everything. They do. They need to deploy a cloud experience for all the war clothes and data that they manage and they need to deliver business outcomes to stay ahead of the competition. And so we believe technology now plays even a bigger role and every industry is a technology industry in many ways. Every company right, is a technology company, whether your health care, your manufacturer, your transportation company, you are an education, everybody needs more. It no less I. T. But at the same time they want the way they want to consumer Dave is very different than ever before, right? They want an elastic consumption model and they want to be able to scale up and down based on the needs of their enterprise. But if you recall three years ago I knew and I had this conversation, I predicted that enterprise of the future will be edge centric cloud enable and data driven. The edge is the next frontier. We said in 2018 and think about it, you know, people now are working remotely and that age now is much more distribute than we imagined before. Cloud is no longer a destination, it is an experience for all your apps and data, but now we are entering what we call the edge of insight which is all about that data driven approach and this is where all three have to come together in ways that customer did envision before and that's why they need help. >>So I see that I see the definition of cloud changing, it's no longer a set of remote services, you know, somewhere up there in the cloud, it's expanding on prem cross clouds, you mentioned the Edge and so that brings complexity. Every every company is a technology company but they may not be great at technology. So it seems that there are some challenges around there, partly my senses, some of some of what you're trying to do is simplify that for your customers. But what are the challenges that your customers are asking you to solve? >>Well the first they want a consistent and seamless experience, whatever that application and data lives. And so um you know for them you know they want to move away from running I. T. to innovate in our 90 and then obviously they need to move much faster. As I said earlier about this data driven approaches. So they need help because obviously they need to digitize every every aspect of the company but at the same time they need to do it in a much more cost effective way. So they're asking for subject matter expertise on process engineering. They're asking for the fighting the right mix of hybrid experiences from the edge to cloud and they need to move much faster as scale in deploying technologies like Ai deep learning and machine learning. Hewlett Packard Enterprise uh is extremely well positioned because we have been building an age to cloud platform where you provide connectivity where you bring computing and storage uh in a soft of the fine scalable way that you can consume as a service. And so we have great capabilities without HP Point next technology services and advice and run inside. But we have a portfolio with HP Green Lake, our cloud services, the cloud that comes to you that are addressing the most critical data driven warlords. >>Probably about 24 months ago you announced that HP was, was going to basically go all in on as a service and get there by by 2022 for all your solutions. I gotta get, I gotta say you've done a good job communicating the Wall Street, I think. I think culturally you've really done a good job of emphasizing that to your, to the workforce. Uh, but but how should we measure the progress that you've made toward that goal? How our customers responding? I know how the markets responding, you know, three or four year big competitors have now announced. But how should we measure, you know, how you're tracking to that goal? >>Well, I think, you know, the fact that our competitors are entering the other service market is a validation that our vision was right. And that's that's that's good because in the end, you know, it tells us we are on the right track. However, we have to move much faster than than ever before. And that's why we constantly looking for ways to go further and faster. You're right. The court of this is a cultural transformation. Engineering wise, once you step, once you state the North Star, we need to learn our internal processes to think cloud first and data first versus infrastructure. And we have made great progress. The way we measure ourselves. Dave is very simple is by giving a consistent and transparent report on our pivot in that financial aspect of it, which is what we call the annualized revenue run rate, Which we have been disclosed enough for more than a year and a half. And this past quarter grew 30% year over year. So we are on track to deliver at 30 to 40% cake or that we committed two years ago And this business going to triple more than uh more than one year from now. So it's gonna be three times as bigger as we enter 2022 and 2023. But in the end it's all about the experience you deliver and that's why architecturally uh while we made great progress. I know there is way more work to be done, but I'm really excited because what we just announced here this week is just simply remarkable. And you will see more as we become more a cloud operating driven company in the next month and years to come. >>I want to ask you kind of a personal question. I mean, COVID-19 has sharpened our sensitivity and empathy to a lot of different things. And I think ceos in your position of a large tech company or any large company, they really can't just give lip service to things like E. S. G. Or or ethical uh digital transformation, which is something that you've talked about in other words, making sure that it's inclusive. Everybody is able to participate in this economy and not get left behind. What does this mean to you personally? >>Well, they remember I'm in a privileged position, right? Leading a company like Hewlett Packard Enterprise that has Hewlett and Packard on the brand is an honor, but it's also a big responsibility. Let's remember what this company stands for and what our purpose is, which is to advance the way people live and work. And in that we have to be able to create a more equitable society and use this technology to solve some of the biggest societal challenge you have been facing Last 18 months has been really hard on a number of dimensions, not just for the business but for their communities. Uh, we saw disruption, we saw hardships on the financial side, we saw acts of violence and hatred. Those are completely unacceptable. But if we work together, we can use these technologies to bring the community together and to make it equitable. And that's one is one of my passion because as we move into this digital economy, I keep saying that connecting people is the first step and if you are not connected you're not going to participate. Therefore we cannot afford to create a digital economy for only few. And this is why connectivity has to become an essential service, not different than water and electricity. And that's why I have passion and invest my own personal time working with entities like World Economic Forum, educating our government, which is very important because both the public sector and the private sector have to come together. And then from the technology standpoint, we have to architect these things. They are commercially accessible and viable to everyone. And so it's uh it's I will say that it's not just my mission. Uh this is top of mind for many of my colleagues ceos that talked all the time and you can see of movement, but at the same time it's good for business because shareholders now want to invest in companies that take care about this. How we make, not just a world more inclusive and equitable, but also how we make a more sustainable and we with our technologies we can make the world way more sustainable with circular economy, power, efficiency and so forth. So a lot of work to be done dave but I'm encouraged by the progress but we need to do way way more. >>Thank you for that Antonio I want to ask you about the future and I want to ask you a couple of different angles. So I want to start with the edge. So it seems to me that you're you're building this vision of what I call a layer that abstracts the underlying complexity of the whether it's the public cloud across clouds on prem and and and the edge And it's your job to simplify that. So I as the customer can focus on more strategic initiatives and that's clearly the vision that you guys are setting forth on. My question is is how far do you go on the edge? In other words, it seems to me that Aruba for example, for example, awesome acquisition can go really, really deep into the far edge. Maybe other parts of your portfolio, you're kind of more looking at horizontal. How should we think about HP es positioning and participation in that edge opportunity? >>Well, we believe we are becoming one of the merger leaders at the intelligent edge. Right. These edges becoming more intelligent. We live in a hyper connected world and that will continue to grow at an exponential pace. Right? So today we we might have billions of people and devices pursue. We're entering trillions of things that will be connected to the network. Uh, so you need a platform to be able to do with the scale. So there is a horizontal view of that to create these vertical experiences which are industry driven. Right? So one thing is to deliver a vertical experience in healthcare versus manufacturer transportation. And so we take a really far dave I mean, to the point that we just, you know, put into space 256 miles above the earth, a supercomputer that tells you we take a really far, but in the end it's about acting where the data is created and bringing that knowledge and that inside to the people who can make a difference real time as much as possible. And that's why I start by connecting things by bringing a cloud experience to that data wherever it lives because it's cheaper and it's where more economical and obviously there is aspects of latest in security and compliance that you have to deal with it and then ultimately accelerate that inside into some sort of outcome and we have many, many use cases were driving today and Aruba is the platform by the way, which we have been using now to extend from the edge all the way to the core into the cloud business and that's why you HP has unique set of assets to deliver against that opportunity. >>Yes, I want to talk about some of the weapons you have in your arsenal. You know, some people talk about a week and we have to win the architectural battle for hybrid cloud. I've heard that statement made, certainly HPV is in that balance is not a zero sum game, but but you're a player there. And so when I when I look at as a service, great, you're making progress there. But I feel like there's more, there's there's architecture there, you're making acquisitions, you're building out as moral, which is kind of an interesting data platform. Uh, and so I want to ask you, so how you see the architecture emerging and where H. P. S sort of value add i. P. Is your big player and compute you've got actually you've got chops and memory disaggregate asian, you've done custom silicon over the years. How how should we think about your contribution to the next decade of innovation? >>Well, I think it's gonna come different layers of what we call the stock, right? Obviously, uh, we have been known for an infrastructure company, but the reality is what customers are looking for Our integrated solutions that are optimized for the given workload or application. So they don't have to spend time bringing things together. Right? And and spend weeks sometimes months when they can do it in just in a matter of minutes a day so they can move forward innovative or 90. And so we we are really focused on that connectivity as the first step. And Aruba give us an enormous rich uh through the cloud provisioning of a port or a wifi or a one. As you know, as we move to more cloud native applications. Much of the traffic through the connectivity will go into the internet, not through the traditional fixed networks. And that's what we did acquisitions like Silver Peak because now we can connect all your ages and all your clouds in an autonomous software defined way as you go to the other spectrum, right. We talk about what load optimization and uh for us H. P. S. My role is the recipe by which we bring the infrastructure and the software in through that integrated solution that can run autonomously that eventually can consume as a service. And that's why we made the introduction here of HP Green like lighthouse which is actually I fully optimised stack the with the push of a bottom from HP Green Lake cloud platform we can deploy whatever that that is required and then be able to Federated so we can also address other aspects like disaster recovery and be able to share all the knowledge real time. So I'm learning is another thing that people don't understand. I mean if you think about it. So I'm learning is a distributed Ai learning uh ecosystem and think about what we did with the D. C. Any in order to find cures for Alzheimer's or dementia. But swam learning is gonna be the next platform sitting on this age to cloud architecture so that instead of people worrying about sharing data, what we're doing is actually sharing insights And be able to learn to these millions of data points that they can connect with each other in a secure way. Security is another example, right? So today on an average takes 28 days to find a bridge in your enterprise with project Aurora, which we're gonna make available at the end of the year, by the end of the year. We actually can address zero day attacks within seconds. And then we're work in other areas like disaster recovery when you get attacked. Think about the ransom ramp somewhere that we have seen in the last few weeks, right? You know, God forbid you have to pay for it. But at the same time, recovery takes days and weeks. Sometimes we are working on technology to do it within 23 seconds. So this is where HP can place across all spectrums of the stack. And at the same time, of course, people expect us to innovate in infrastructural layer. That's why we also partnered with companies like Intel, we're with the push of a bottle. If you need more capacity of the court, you don't have to order anything, just push the bottle. We make more calls available so that that will load can perform and when you don't need to shut it off so you don't have to pay for it. And last finalist, you know, I will say for us is all about the consumption availability of our solutions And that's what I said, you know, in 2019 we will make available everything as a service by 2022. You know, we have to say as you know, there is no need to build the church for easter sunday when you can rent it for that day. The point here is to grow elastically and the fact that you don't need to move the data is already a cost savings because cost of aggression data back and forth is enormous and customers also don't want to be locked in. So we have an open approach and we have a through age to cloud architecture and we are focusing on what is most valuable aspect for the customer, which is ultimately the data. >>Thank you for that. One of the other things I wanted to ask you about, and again, another weapon in your arsenal is you mentioned uh supercomputing before up in space where we're on the cusp of exa scale and that's the importance of high performance computing. You know, it used to be viewed as just a niche. I've had some great conversations with Dr go about this, but that really is the big data platform, if you will. Uh can I wonder if you could talk a little bit about how that fits into the future. Your expertise in HPC, you're obviously a leader in that space. What's the fit with this new vision? You're laying out? >>Well, HPC, high performance computer in memory computer are the backbone to be able to manage large data sets at massive scale. Um and, you know, deployed technologies like deep learning or artificial intelligence for this massive amount of data. If we talked about the explosion of data all around us and uh, you know, and the algorithms and the parameters to be able to extract inside from the day is getting way more complex. And so the ability to co locate data and computed a massive scale is becoming a necessity, whether it's in academia, whether it's in the government obviously to protect your, your most valuable assets or whether it is in the traditional enterprise. But that's why with the acquisition of Cray, S. G. I. And our organic business, we are absolutely the undisputed leader to provide the level of capabilities. And that's why we are going to build five of the top six exa scale systems, which is basically be able to process they billion billion, meaning billion square transactions per second. Can you imagine what you can do with that? Right. What type of problems you can go solve climate problems? Right. Um you know, obviously be able to put someone back into the moon and eventually in mars you know, the first step to put that supercomputer as an edge computer into the international space station. It's about being able to process data from the images that take from the ice caps of the, of the earth to understand climate changes. But eventually, if you want to put somebody in in into the Marks planet, you have to be able to communicate with those astronauts as they go and you know, you can't afford the latency. Right? So this is where the type of problems we are really focused on. But HPC is something that we are absolutely uh, super committed. And it's something that honestly we have the full stack from silicon to software to the system performance that nobody else has in the industry. >>Well, I think it's a real tailwind for you because the industry is moving that direction. Everybody talks about the data and workloads are shifting. We used to be uh, I got LTP and I got reporting. Now you look at the workloads, there's so much diversity. So I'll give you the last word. What what really is the most exciting to you about the future of HPV? >>Well, I'm excited about the innovation, will bring it to the market and honestly, as the Ceo, I care about the culture of the company. For me, the last almost 3.5 years have been truly remarkable. As you said at the beginning, we are transforming every aspect of this company. When I became CEO, I had three priorities for myself. One is our customers and partners. That's why we do these events right to communicate, communicate, communicate. Uh they are our North Star, that's why we exist. Uh, second is our innovation right? We compete to win with the best innovation, solving the most complex problems in a sustainable and equitable way. And third is the culture of the company, which are the core is how we do things in our Team members and employees. You know, I represent my colleagues here, the 60,000 strong team members that have incredible passion for our customers and to make a contribution every single day. And so for me, I'm very optimistic about what we see the recovery of the economy and the possibilities of technology. But ultimately, you know, we have to work together hand in hand. Uh and I believe this company now is absolutely on the right track to not just be relevant, but really to make a difference. And remember that in the end we we have to be a force for good. And let's not forget that while we do all of this, we have some farm with technology. We have to also help some uh to address some of the challenges we have seen in the last 18 months. An H. P. E is a whole different company, uh, that you knew 3.5 years ago. >>And as you said, it's, it's knowledge is the right thing to do. It's good. It's good for business Antonio. Neary. Thanks so much for coming back to the cube. Is always a pleasure to see you. >>Thanks for having me Dave >>and thank you for watching this version of HP discover 2021 on the cube. This is David want to keep it right there for more great coverage. >>Mm

Published Date : Jun 6 2021

SUMMARY :

Great to see you again. I was just gonna start off with What do you see today? have seen that accelerated to a level we haven't never seen before. but I feel like we're gonna look back at, you know, in 2030 and say, Wow, Well, I think, you know, customer realized now that they need to move faster, So I see that I see the definition of cloud changing, it's no longer a set of remote services, the cloud that comes to you that are addressing the most critical data driven warlords. But how should we measure, you know, how you're tracking to in the end, you know, it tells us we are on the right track. What does this mean to you personally? all the time and you can see of movement, but at the same time it's good for business because So I as the customer can focus on more strategic initiatives and that's clearly the vision that And so we take a really far dave I mean, to the point that we just, you know, Yes, I want to talk about some of the weapons you have in your arsenal. You know, we have to say as you know, there is no need to build the church for easter sunday when you can rent it for One of the other things I wanted to ask you about, and again, another weapon in your arsenal is you someone back into the moon and eventually in mars you know, the first step to What what really is the most exciting to you about the future of HPV? And remember that in the end we we have to be a force for good. And as you said, it's, it's knowledge is the right thing to do. and thank you for watching this version of HP discover 2021 on the cube.

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Antonio and Lisa Interview Final


 

>>Welcome lisa and thank you for being here with us today >>Antonio It's wonderful to be here with you as always. And congratulations on your launch. Very, very exciting for you. >>Well, thank you lisa and uh, we love this partnership and especially our friendship, which has been very special for me for many, many years that we have worked together, but I wanted to have a conversation with you today and obviously digital transformation is a key topic. So we know the next wave for digital transformation is here being driven by massive amounts of data and increasingly distributed world and a new set of data intensive workloads. So how do you see a lot of optimization playing a role in addressing these new requirements? >>Yeah, absolutely Antonio. And I think, you know, if you look at the depth of our partnership over the last four or five years, it's really about bringing the best to our customers. And the truth is we're in this compute mega cycle right now. So it's amazing. Um you know, when I know when you talk to customers, when we talk to customers, they all need to do more and frankly, computers becoming quite specialized. So whether, you know, you're talking about large enterprises, um, or you're talking about research institutions trying to get to the next phase of compute so that workload optimization that we're able to do with our processors, your system design and then working closely with our software partners is really the next wave of this, this compute cycle. >>So thanks lisa you talk about mega cycle. So, I want to make sure we take a moment to celebrate The launch of our new generation 10 plus compute products with the latest announcement. Hp now has the broadest a nd server portfolio in the industry spanning from the edge to exa scale. How important is this partnership and the portfolio for our customers? >>Well, um Antonio I'm so excited, first of all, congratulations on your 19 world records with Milan and gen 10 plus. It really is building on sort of our, this is our third generation of partnership with Epic. And you know, you were with me right at the very beginning actually, if you recall you joined us in Austin for our first launch of Epic, you know, four years ago and I think what we've created now is just an incredible portfolio that really does go across. You know, all of the verticals that are required. We've always talked about, how do we customize and make things easier for our customers to use together? And so very excited about your portfolio, very excited about our partnership and more importantly, what we can do for our joint customers. >>It's amazing to see 19 world records. I think I'm really proud of the work our joint team do every generation, raising the bar. And that's where, you know, we, we think we have a shared goal of ensuring our customers get the solution, the services they need any way they want it. And one way we are addressing that need is by offering what we call as a service delivered to HP Green Lake. So let me ask a question, What feedback are you hearing from your customers with respect to choice, meaning consuming as a service? This new solutions? >>Yeah, great point. I think, first of all, you know, HP Green Lake is very, very impressive. So, congratulations to really having that solution. And I think we're hearing the same thing from customers and you know, the truth is, um, the computer infrastructure is getting more complex and everyone wants to be able to deploy, sort of the right compute at the right price point um you know, in in terms of also accelerating um time to deployment with the right security with the right quality. And I think these as a service offerings are going to become more and more important um as we go forward um in the compute capabilities and you know, Green Lake is a leadership product offering and we're very very pleased and honored to be part of it. >>Okay. Yeah. We feel uh lisa we are ahead of the competition and um you know, you think about some of our competitors is not coming with their own offerings, but I think the ability to drive joint innovation is what really differentiates us and that's why we value the partnership and what we have been doing together on given the customer's choice. Finally, you know, I know you and I above incredibly excited about the joint work with you and with the U. S. Department of Energy, the Oak Ridge National Laboratory we think about large data sets and you know and the complexity of the analytics we're running but we both are going to deliver the world first exa scale system. Which is remarkable to me. So what this milestone means to you and what type of impact do you think it will >>make? Yes Antonio I think our work with Oak Ridge National Labs and HP is just really pushing the envelope on what can be done with computing. And if you think about the science that we're going to be able to enable with the first extra scale machine, I would say there's a tremendous amount of innovation that has already gone in to the machine and we're so excited about delivering it together with HP. And you know we also think that the supercomputing technology that we're developing at this broad scale will end up being very, very important for enterprise computer as well. And so it's really an opportunity to kind of take that bleeding edge and really deploy it over the next few years. So super excited about it. I think you and I have a lot to do over the next few months here, but it's an example of the great partnership and and how much we're able to do when we put our teams together, um, to really create that innovation. >>I couldn't agree more. I mean, this is an incredible milestone for for us, for our industry and honestly for the country in many ways. And we have many, many people working 24 by seven to deliver against this mission. And it's going to change the future of compute no question about it. Um, and then honestly put it to work where we needed the most to advance life science to find cures, to improve the way people live and work, lisa, thank you again for joining us today and thank you more most importantly for the incredible partnership and, and the friendship. I really enjoy working with you and your team and together, I think we can change this industry once again. So thanks for your time today. >>Thank you so much Antonio and congratulations again to you and the entire HPI team for just a fantastic portfolio launch. >>Thank you.

Published Date : Apr 23 2021

SUMMARY :

Antonio It's wonderful to be here with you as always. So how do you see a lot of optimization playing a role in addressing So whether, you know, you're talking about large enterprises, um, or you're talking about research So thanks lisa you talk about mega cycle. And you know, you were with me right at the very beginning actually, if you recall you joined us in Austin So let me ask a question, What feedback are you hearing from your customers with respect to choice, And I think we're hearing the same thing from customers and you know, the truth is, um, So what this milestone means to you and what type of impact do you think it will And if you think about the science that we're going to be able to enable with the first extra I really enjoy working with you and your team and together, Thank you so much Antonio and congratulations again to you and the entire HPI team for just a fantastic

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Antonio + Pat Final


 

>>first of all, Pat congratulations on your new role as intel Ceo. How are you approaching your new role and what are your top priorities over your first few months? >>Thanks Antonio for having me. It's great to be here with you all today to celebrate the launch of your gen 10 plus portfolio and the long history that our two companies share in deep collaboration to deliver amazing technology to our customers together. You know what an exciting time it is to be in this industry. Technology has never been more important for humanity than it is today. Everything is becoming digital and driven by what I call the four key superpowers the cloud connectivity, artificial intelligence in the intelligent edge. They are super powers because each expands the impact of the others and together they are reshaping every aspect of our lives and work in this landscape of rapid digital disruption. Intel's technology and leadership products are more critical than ever. And we are laser focused on bringing to bear the depth and breadth of software, silicon and platforms, packaging and process with at scale manufacturing. To help you and our customers capitalize on these opportunities and fuel their next generation innovations. >>I am incredibly excited about continuing the next chapter of a long partnership between our two companies. The acceleration of the Edge has been significant over the past year. With this next way for digital transformation. We expect growth in the distributed Edge and Edge build outs. What are you seeing on this front? >>Like you said Antonio, the growth of Edge computing and build out is the next key transition in the market. Telecommunications service providers want to harness the potential of 5G. to deliver new services across multiple locations in real time. As we start building solutions that will be prevalent in a 5G digital environment. We will need a scalable, flexible and programmable network. Some use cases are the massive scale IOT solutions, more robust consumer devices and solutions A. R. V. R. Remote healthcare, autonomous robotics in manufacturing environments and ubiquitous smart city solutions Intel and hp are partnering to meet this new wave head on for 5G build out and the rise of the distributed enterprise. This build out will enable even more growth as businesses can explore how to deliver new experiences and unlock new insights from the new data creation beyond the four walls of traditional data centers and public cloud providers. Network operators need to significantly increase capacity and throughput without dramatically growing their capital footprint. Their ability to achieve this is built upon a Virtualization Foundation, an area of intel expertise. For example, we've collaborated with Verizon for many years and they are leading the industry and virtualizing their entire network from the core the edge a massive redesign effort. This requires advancements in silicon and power management. They expect Intel to deliver the new capabilities in a roadmap. So ecosystem partners can continue to provide innovative and efficient products with this optimization for hybrid, we can jointly provide a strong foundation to take on the growth of data centric workloads for data analytics and ai to build and deploy models faster to accelerate insights that will deliver additional transformation for organizations of all types. The network transformation journey isn't easy. We are continuing to unleash the capabilities of 5G and the power of the intelligent edge. >>Yeah. The combination of the 5G built out and the massive new growth of data at the edge are the key drivers for the age of insight. These new market drivers offer incredible new opportunities for our customers. I am excited about recent launch of our new gen 10 plus portfolio with Intel. Together we are laser focused on delivering joint innovation for customers that stretches from the edge to exa scale. How do you see new solutions that this helping our customers solve the toughest challenges Today >>I talked earlier about the super powers that are driving the rapid acceleration of digital transformation first. The proliferation of the hybrid cloud is delivering new levels of efficiency and scale and the growth of the cloud is democratizing high performance computing. Opening new frontiers of knowledge and discovery. Next we see A I and machine learning increasingly infused into every application from the edge to the network to the cloud to create dramatically better insights And the rapid adoption of 5G. As I talked about already is fueling new use cases that demand, lower latency is and higher bandwidth. This in turn is pushing computing to the edge closer to where the data is created and consumed. The confluence of these trends is leading to the biggest and fastest build out of computing in human history. To keep pace with this rapid digital transformation, we recognize that infrastructure has to be built with the flexibility to support a broad set of workloads and that's why over the last several years, Intel has built an unmatched portfolio to deliver every component of intelligence. Silicon. Our customers need to move store and process data from the Cpus to F P G A s from memory to S S D. S from ethernet to switch silicon to silicon photonics and software. Our third gen Intel, Xeon scalable processors and our data centric portfolio deliver new core performance and higher bandwidth providing our customers the capabilities they need to power these critical workloads. And we love seeing all the unique ways customers like HPV leverage our technology and solution offerings to create opportunities and solve their most pressing challenges from cloud gaming to blood flow to the brain scans to financial markets, security. The opportunities are endless with flexible performance. >>I am proud of the amazing innovation we're bringing to support our customers especially as they respond to new data centric worlds like AI and analytics that are critical to digital transformation. These new requirements create a need for computers were not optimized for performance, security, ease of use and the economics of business. Now, more than ever compute mothers, it is the foundation for this next wave of digital transformation by pairing our compute with our software and capabilities from HP Green Lake. We can support our customers as they modernize their absent data quickly. They seamlessly and securely skill them anywhere at any size from edge to exa scale. But thank you for joining us for accelerating next today. I know our audience appreciated hearing your perspective on the market and how about your partner together to support their digital transformation journey? I am incredibly excited about what lies ahead for HP and Intel. Thank you. >>Thank you Antonio Great to be with you today.

Published Date : Apr 23 2021

SUMMARY :

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Antonio Alegria, OutSystems | OutSystems NextStep 2020


 

>>from around the globe. It's the cue with digital coverage of out systems. Next Step 2020 Brought to you by out systems. I'm stupid, man. And welcome back to the cubes Coverage of out systems Next step course. One of the items that we've been talking a lot in the industry is about how artificial intelligence, machine learning or helping people is. We go beyond what really human scale can do and we need to be ableto do things more machine scale. Help us really dig into this topic. Happy to welcome to the program First time guest Antonio Alegria. He is the head of artificial intelligence at out systems. Tonio, thanks so much for joining us. >>Thank you. So I'm really happy to be here and and really talk a little bit about what? We're doing it out systems to help our customers and our leverage eai to get to those goals. >>Wonderful. So I I saw ahead of the event a short video that you did and talked about extreme agility with no limits. So, you know, before we drink, dig into the product itself. Maybe if you could just how should we be thinking about a I you know, there's broad spectrum. Is that machine learning that there's various components in there? Listen to the big analyst firms. You know, the journey. It's big steps and something that that is pretty broad. So when we're talking about A I, you know, what does that mean to you? What does that mean to your customers? >>Eso So AI out systems really speaks to division and the core strategy we have for our product, which is, you know, if you saw the keynote, no, we talk about no, really enabling every company, even those that you know, that existed for decades, perhaps have a lot of legacy to become. You know, leading elite cloud software development companies and really can develop digital solutions at scale really easily. But one thing we see and then this is a big statistic. One of the things that limits limits CEOs the most nowadays is really the lack of town lack of engineering, a softer engineering, you know, ability and people that that that could do that. And there's a statistic that was reported by The Wall Street Journal. I saw it recently, perhaps last year, that said that according to federal jobs dating the U. S. By the end of 2. 2020 there would be about a million unfilled I E. T s after development jobs available. Right? So there's this big problem All of these companies really need to scale, really need to invest in digital systems and so horribly fed out systems. We've already been abstracting and we've been focusing automating as much as possible the softer development tools and applications that use. We've already seen amazing stories of people coming from different backgrounds really starting to develop, really leading edge applications. And we want to take this to the next level. And we believe that artificial intelligence with machine learning but also with other AI technologies that were also taking advantage of can really help us get to a next stage of productivity. So from 10 x productivity to 100 x productivity and we believe AI plays a rolling three ways. We believe II by learning from all of this data that we not collect in terms of, you know, projects are being developed. We're essentially trying to embed a tech lead, so to speak, inside a product and attack Lee that can help developers by guiding them got in the most junior ones by automating some of the boring, repetitive tasks were by validating their work. Making sure that they're using the best practice is making sure that it helps them as they scale to re factor on their code to automatically designed architectures. Things like that >>Wonderful. Antonio Gonzalo stated it quite clearly in the interview that I had with him. It's really about enabling that next you know, 10 million developers. We know that there is that skill gap, as you said, and you know everybody right now how can I do more? How can I react faster? Eso that's where you know, the machine learning artificial intelligence should be able to help. So bring us inside. I know the platform itself has had, you know, guidance and and the whole movement. You know, what we used to call low code was about simplifying things and allowing people to, you know, build faster. So bring us inside the product. You know what? The enhancements? One of the new pieces. Some of the key key items, >>Yes, So 11 interesting thing. And I think one thing that I think out system is really proud of being able to achieve is if you look at how out system has been using a AI within the platform. We started with introducing AI assistance within the Our Software Development Environment Service studio. Right? And so this capability, we've been generating it a lot. We've been evolving it, and now it's really able to accelerate significantly and guide novices, but also help pros dealing through software development process and coding by essentially trying to infer understanding their context and trying to infer their intent and then automating the steps afterwards. And we do this by suggesting you the most likely let's say function or or code p sexual one you need. But then, at the next step, which we're introducing this year, even better, which is we're trying to auto fill most of them. Let's see the variables and all of that in the data flow that you need to collect. And so you get a very delightful frictionless experience as you are coating, so you're closer to the business value even more than before. Now this is the This was just the first step, what you're seeing now and what we're announcing, and we're showing up at this next step that we show that the keynote is that we're trying to fuse starting to fuse AI across the out systems products and across this after development life cycle. So he took this core technology that we used to guide developers and assistant automate their work. Um, and we use the same capability to help developers. Tech leads an architect's to analyze the code, learning from the bad patterns that exist, learning from and receiving runtime information about crashes and performance and inside the product recall architecture, dashboard were really able to give recommendations to these architects and tech leads. Where should they evolve and improve their code? And we're using AI refusing AI in this product into very specific ways. Now that we're releasing today, which is one is to automatically collect and design and defined the architecture. So we call this automated architecture discovery. So if you have a very large factory, you can imagine, you know have lots of different modules, lots of different applications, and if you need to go and manually have to label everything so this is ah, front, and this is the back end. That would take a lot of time. So we use machine learning, learning from what architects have already done in the past, classifying their architecture. And we can map out your architecture completely automatically, which is really powerful. Then we also use our AI engine to analyze your factory and weaken detect the best opportunities for re factoring. Sorry. Factoring is one of the top problems in the top smells and technical depth problems that large factories have. Right, So we can completely identify and pinpoint. What are these opportunities for re factory and we guide you through it, which held you okay, all of these hundreds of functions and logic patterns that we see in your code Could you re factor this into a single function and you can save a lots and lots of code because, as you know, the best code the fastest coast easiest to maintain is the Cody. Don't ride. You don't have. So we're trying to really eliminate Kurt from these factories with these kids ability. >>Well, it's fascinating. You're absolutely right. I'm curious. You know, I think back to some of the earliest interactions I had with things that give you guys spell checkers. Grammar check. How much does the AI that you work on. Does it learn what specific for my organization in my preferences? Is there any community learning over time? Because there are industry breast pack that best practices out there that are super valuable. But, you know, we saw in the SAS wave when I can customize things myself were learned over time. So how does that play into kind of today in the road map for a I that you're building >>that? That's a good question. So our AI let's say technology that we use it actually uses to two different big kinds of AI. So we use machine learning definitely to learn from the community. What are the best practices and what are the most common pattern that people use? So we use that to guide developers, but also to validate and analyze their code. But then we also use automated reasoning. So this is more logic based reasoning based AI and repair these two technologies to really create a system that is able to learn from data but also be able to reason at a higher order about what are good practices and kind of reach conclusions from there and learn new things from there now. We started by applying these technologies to more of the community data and kind of standard best practices. But our vision is to more and more start learning specifically and allowing tech leads an architect even in the future. To Taylor. These engines of AI, perhaps to suggest these are the best practices for my factory. These patterns perhaps, are good best practices in general. But in my factory, I do not want to use them because I have some specificities for compliance or something like that. And our vision is that architects and techniques can just provide just a few examples of what they like and what they don't like in the engine just automatically learns and gets tailor to their own environment. >>So important that you're able to, uh, you know, have the customers move things forward in the direction that makes sense on their end. I'm also curious. You talk about, um, you know what what partnerships out systems has out there, you know, being able to tie into things like what the public cloud is doing. Lots of industry collaboration. So how does health system fit into the kind of the broader ai ecosystem. >>Yes. So one thing I did not mention and to your point is eso were have kind of to, um Teoh Complementary visions and strategies for a I. So one of them is we really want to improve our own product, improve the automation in the product in the abstraction by using AI together with great user experience and the best programming language for software on automation. Right, So that's one. That's what we generally call AI assisted development. And if using AI across this software development life cycle, the other one is We also believe that you know, true elite cloud software companies that create frictionless experiences. One of the things that they used to really be super competitive and create this frictionless experiences is that they can themselves use AI and machine learning to to automate processes created really, really delightful experiences. So we're also investing and we've shown and we're launching, announcing that next step we just showed this at at the keynote one tool that we call the machine learning builder ml builder. So this essentially speaks to the fact that you know, a lot of companies do not have access to data science talent. They really struggle to adopt machine learning. Like just one out of 10 companies are able to go and put a I in production. So we're essentially abstracting also that were also increasing the productivity for you for customers to implement an AI and machine learning we use. We use partners behind the scenes and cloud providers for the core technology with automated machine learning and all of that. But we abstract all of the experience so developers can essentially just pick of the data they have already in the inside the all systems platform, and they want to just select. I want to trade this machine learning model to predict this field, just quickly click and it runs dozens of experiments, selects the best algorithms, transforms that the data for you without you needing to have a lot of data science experience. And then you can just drag and drop in the platform integrating your application. And you're good to go. >>Well, it sounds comes Ah, you know, phenomenal. You mentioned data scientists. We talked about that. The skill gap. Do you have any statistics? You know? Is this helping people you know? Higher, Faster. Lower the bar the entry for people to get on board, you know, increased productivity. What kind of hero numbers do your customers typically, you know, how do they measure success? >>Yes, So we know that in for machine learning adoption at cos we know that. Sorry, This is one of the top challenges that they have, right? So companies do not. It's not only that they do not have the expertise to implement machine learning at in their products in their applications. They don't even have a good understanding of what are the use cases in or out of the technology opportunities for them to apply. Right? So this has been listed by lots of different surveys that this is the top problem. These other 22 of the top problems that companies have to adopt a ice has access to skilled. They decided skill, understanding of the use case. And that's exactly what we're trying to kind of package up in a very easy to use product where you can see the use cases you have available, we just select your data, you just click train. You do not need to know that many greedy details and for us, a measure of success is that we've seen customers that are starting to experiment with ML Builder is that in just a day or a few days that can iterating over several machine learning models and put them in production. We have customers that have, you know, no machine learning models and production ever, and they just now have to, and they're starting to automate processes. They're starting to innovate with business. And that, for us, is we've seen it's kind of the measure of success for businesses initially, what they want to do is they want to do. POC is and they want to experiment and they want to get to production stopped. Getting to field for it and generate from >>a product standpoint, is the A. I just infused in or there's there additional licensing, how to customers, you know to take advantage of it. What's the impact on that from the relationship without systems? >>Yes. So for for for a I in machine learning that is fused into our product and for automation, validation and guidance, there's no extra charge is just part of the product. It's what we believe is kind of a core building block in a course service for everything we do in our product for machine learning services and components that customers can use to in their own applications. We allow you to integrate with cloud providers, and the building is is done separately on. That's something that that we're working towards and building great technical partnerships and exploring other avenues for deeper integration so that developers and customers do not really have to worry about those things. Well, >>it's it's It's such a great way to really democratize the use of this technology platform that they're used to. They start doing it. What's general feedback from your customers? Did they just like, Oh, it's there. I start playing with it. It's super easy. It makes it better there any concerns or push back. Have we gotten beyond that? What? What? What do you hear any any good customer examples you can share us toe general adoption? >>Yes. So, as I said, as we re reduce the friction for adopting these technologies, we've seen one thing that's very interesting. So we have a few customers that are present more in the logistics site of industry and vertical, and so they they have a more conservative management, like take time to adopt and more of a laggard in adopting these kinds of technologies, the businesses more skeptical. But I want to spend a lot of time playing around right and whence they saw. Once they saw what they could do with a platform, they quickly did a proof of concept. They show to the business and the business had lots of ideas. So they just started interacting a lot more with I t, which is something we see without systems platform not just for a I machine learning, but generally in the jib. Digital transformation is when the I teak and can start really being very agile in iterating and innovating, and they start collaborating a lot with the business. And so what we see is customers asking us for even more so customers want more use cases to be supported like this. Customers also the ones that are more mature than already, have their centers of excellence and they have their data scientists, for example. They want to understand how they can also bring in perhaps their use of very specialized tool talking in it. Integrate that into the platform so that you know, for certain use cases. Developer scan very quickly trained their own models. But so specialized data science teams can also bring in. And developers can integrate their models easily and put them into production, which is one of the big barriers we see in a lot of companies people working on yearlong projects. They develop the models that they struggle to get them to production. And so we really want to focus on the whole into in journey. Either you're building everything within the octopus platform or you're bringing it from a specialized pro tool. We want to make that whole journey frictionless in school. >>And Tony a final question I have for you. Of course, this space we're seeing maturing, you know, rapid Ah, new technologies out there gives a little look forward. What should we be expecting to see from out systems or things even a little broader? If you look at your your partner ecosystem over kind of the next 6, 12 18 months, >>Yes. So, um, what you're going to continues to see a trend, I think, from from the closer providers of democratization of the AI services. So this is during that just starting to advanced and accelerate as these providers started packaging. It's like what out systems also doing, starting to packaging Cem some specific, well defined use cases and then making the journey for training these models and deploying Super super simple. That's one thing that's continued to ramp up, and we're going to move from A I services more focused on cognitive, pre trained models, right, that which is kind of the status quo to custom ai models based on your data. That's kind of the train we're going to start seeing in that out systems also pushing forward generally from the AI and machine learning application and technology side of thing. I think one thing that we're leading leading on is that you know, machine learning and deep learning is definitely one of the big drivers for the innovation that we're seeing in a I. But you're start seeing more and more what is called hybrid I, which is taking machine learning and data based artificial intelligence with more logic based automated reasoning techniques, impairing these two to really create systems that are able to operate at a really higher level, higher cognitive level of which is what out systems investing internally in terms of research and development and with partnerships with institutions like Carnegie Mellon University and >>rely Antonio, who doesn't want, you know, a tech experts sitting next to them helping get rid of some of the repetitive, boring things or challenges. Thank you so much for sharing the update. Congratulations. Definitely Look forward to hearing war in the future. >>Thank you. Do have a good day >>Stay tuned for more from out systems. Next step is to minimum and thank you for watching.

Published Date : Aug 28 2020

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Next Step 2020 Brought to you by out systems. So I'm really happy to be here and and really talk a little bit about what? So when we're talking about A I, you know, what does that mean to you? Eso So AI out systems really speaks to division and the core strategy we have for our product, It's really about enabling that next you know, 10 million developers. And we do this by suggesting you the most likely You know, I think back to some of the earliest interactions I had with things that give you guys So our AI let's say technology that we use So how does health system fit into the kind of the broader to the fact that you know, a lot of companies do not have access to data science talent. Lower the bar the entry for people to get It's not only that they do not have the expertise to implement how to customers, you know to take advantage of it. so that developers and customers do not really have to worry about those things. What do you hear any any good customer examples you can share Integrate that into the platform so that you know, you know, rapid Ah, new technologies out there gives a little look forward. I think one thing that we're leading leading on is that you know, rely Antonio, who doesn't want, you know, a tech experts sitting next to them helping get rid of some of the repetitive, Do have a good day Next step is to minimum and thank you for watching.

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Antonio Neri, HPE & John Chambers, Pensando Systems | Welcome to the New Edge


 

>> From New York City, it's theCUBE, covering Welcome to the New Edge. Brought to you by Pensando Systems. >> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're on top of Goldman Sachs in downtown Manhattan. It was a really beautiful day a couple of hours ago, but the rain is moving in, but it's appropriate 'cause we're talking about cloud. And we're here for a very special event. It's the Pensando launch, I'll get the pronunciation right, Pensando launch, and it's really about Welcome to the New Edge. And to start off, I mean, I couldn't come up with two better tech executives who've been around the block, seen it all, and they're both here for this launch event which is pretty special. On my left, Antonio Neri, CEO and president of HP. Antonio, great to see you. >> Thanks for having me. >> And John Chambers, of course we know him from his many years at Cisco, but now he's the chairman of Pensando, and of course J2 Ventures, and an author, and John, you're keeping yourself busy. >> I am, tryin' to change the world one more time. >> All right, so let's talk about that changing the world, 'cause you are two very high, powerful people. You run big companies, and you talked about, in your opening remarks, the next wave. You talked about these kind of 10-year waves. And we're starting a new one, which is why you got involved. Why did you see that coming, what do you see in Pensando, and how are we going to address this opportunity? >> Well, when you think about it, every 10 years there's a new leader in the marketplace, and nobody has stayed on top longer than 10 years and has led in the next market transition. We think about mainframes, IBM clearly the leader there, the mini computers, I'm biased toward Wang, but DEC was there. Then the client server and obviously Microsoft and Intel playing a very key role, followed by the internet where Cisco was very, very successful. And then followed, literally by that, by social media and then the cloud and then what I think will be bigger than any of the prior ones, it's about what happens as the cloud moves to the edge. And we may end up having a different term every time, but that really is what we saw today. And how we came together with a common vision as the cloud moves to the edge, what could an ecosystem of partners do, with a foundation, with Pensando at the core of that, to really take advantage from how do you deliver services to our joint customers in a way that no one else can. And have the courage, really, to go challenge Amazon in terms of their market dominance, but provide choice and say it's a multi cloud world. How do you provide that choice and then how do you differentiate it together with each partner? >> Antonio, you guys have been talking about edge for a long, long time. You've been on this for a while. HP's such a great company. Used to be, I think, one of the great validators if anyone could do a deal with HP. It was really a technology validation and a business validation, and I think that still holds true. So you must have, knocking on your door all day long. What did you see in this opportunity with Pensando? >> Well, first of all, John and I see the world from the same lens. We see a world where the enterprise of the future will be essentially cloud enabled and data-driven. And therefore we have to remove these barriers, call it the cloud in one place or the other one. We are going to live what are calling a edge-to-cloud world where, is a cloudless. Where the cloud experience is distributed everywhere. And where action happens is where we live and work right now, right here. We're having a conversation, we're producing data, and we are transmitting this real time. So, the point is, we believe the edge is a new frontier and that's where the vast majority is being created, 75%. of it created the edge. And this is where it starts by having a common vision and ultimately a same DNA, same culture. John and I share the same values for passion for customers, passion for driving a customer-driven innovation, and ultimately change the world like we have done for decades. And I think Hewlett-Packard Enterprise is uniquely positioned to be the edge-to-cloud platform delivered as a service. And together with Pensando and the great technology I bring about from the silicon side and on the softer side, together with our own knowhow and engineering capabilities, we can change the world again. >> And the fun part is, we can almost finish each other's sentences. (all laughing) We have a little bit different accent. The stability to have a common vision, having never really talked about it, and then a view of the common culture. Because strategic partnerships are really hard. And you said it on stage, but I cannot agree with it more. If you're cultures aren't similar, if you don't think how does your partner win first and how do you win second, this is very hard to do. And we can finish each other's sentences. >> And I think there is another point here that John and I truly believe, because it's part of our values. It's to use technology for good. So, one thing is accelerating the business innovation and what our enterprise customers are going through, but then how apply that technology to deliver some good. And we as a company have a clear purpose in life, which is to advance the way people live and work. So, I think as we go through this massive inflection point, both from the business side and the technology side, not only we can create a better world, but also give back somewhat to the communities as well. >> There are massive changes, and it's a sea-change in infrastructure in the way things are done, but you hit on three really key, simple words in your remarks earlier. Trust, engineering-driven, which is HP's culture from the earliest garage days, and customer-centric. So, we hear about data-driven but in engineering, you don't necessarily want to lead with that. Customer-centric you do have to lead and it's pretty interesting at Pensando, you talk to all these customers, and you're just launching the company today, you've been in stealth for over two years. But all these customers have been engaged with you since the very, very beginning. Pretty interesting approach. >> It is, and we do share a common passion on that. Every company says they're customer-driven, but just ask how the CEO spends his or her time. I just asked their customers, do they replace them first on every issue? We share that common value completely. >> Yeah, I spend 50% of my time on the road talking to customers. That's my goal, because I believe the truth is in the cold face. When you talk to customers, you get the truth, what the challenges and opportunities are. And we need to bring that succinct feedback back into our problem management engineering team to try to solve there's a problem. So take advantage of those opportunities by delivering a better experience. It starts with experience first and technology comes second. >> The other piece you talked about is your team, and diversity and really the power of diversity. And, I think it was, the Lincoln cabinet, band of people that didn't get along with each other and had a bunch of different points of view. But because of that, it surfaces issues and it lets you see multi sides. You said you handpicked that team. What are some of the things you thought about when you handpicked your team when you took the reins a couple years ago from the-- >> Well, it starts by, thought leadership and what, how they see the world, ultimately what the strengths are and how we bring those strengths for the power of one. I agree with John, I believe a team comes first, individual comes second. And if you can bring the best of each individual in a concerted way where you create an environment for debate and ultimately for getting alignment and moving forward with execution. That's what that is all about, leadership. So, I handpicked those people because each of them had that unique quality. Whether it's, you know, being very self-centric in the way you deliver the value proposition or very technology-centric, or very services oriented. So, we have picked those people for a reason and it's not easy to manage a very opinionated team. (all laughing) But once you can get them aligned, is actually incredible fun to watch. >> You know, I would make one tweak to what you just asked the question on. I had a chance to watch his team for the first time in our garage startup at my house. And they are very diverse with different opinions, they are very comfortable with disagreeing with each other. But they have a common set of values and a common end goal. I'm not sure the Lincoln cabinet had that. And that's so important to realize, because what we're about to do together and what each of us are trying to do in our own endeavors, it's so important to have a team that has that type of culture and the ability to move for that. >> The other team that mentioned, that kept coming up throughout the day, was the team that you're working with on Pensando. And how this team has been together for, I think you said the new 20, right? 25 plus years, and have built multiple projects, multiple products over many, many years. And now have this cohesion as you keep saying, they can finish their own sentences. You know, a really specific approach to get this group together that you know is not going to be strategy, it's going to be delivery. >> It is going to be the combination, if I may. And it is very unique that a team works together for over 25 years. It's a team that is a family and we are about as diverse as it gets in our backgrounds, our accents, our countries that our families came from. But it's a team that competes purely on getting market transitions right, that is always driven by our customers and what we need to do and build and put 'em always first in everything we do. And then it's fearless. We outline audacious goals at being number one in everything we do, and out of the eight products that we built together, we are number one in all eight. All of 'em with over 50% market share, and there was no number two. And so the ability to execute with that type of precision, customer-driven and the courage to do it and understand what we know and what we don't know. Coming together one more time, I mean it's really exciting, it will be a new definition of 20 somethings in a startup. >> So, getting you the last word Antonio, as you looked at John's chart with those 10-year blocks and the garage has been around Palo Alto for a long time. >> 82 years. >> You guys have seen a lot, 82 years, you've been through a few of these and you're still here and still doing a great job and still winning. So, as you look at that from your current position as CEO, what goes through your head? How are you making sure you're keeping ahead? How are you avoiding the Clayton Christensen Innovator's Dilemma, to make sure you're killing your own business before somebody else kills kind of the old stuff and making sure you're out in front. >> When I became a CEO, in the transition from Meg to me, I established three key priorities for myself. One is our customers and partners. Keep them at the center of everything we do. That's one of our core values. Second is innovation, innovation, innovation. Innovation from a customer-driven approach. And third is the culture of the company. And what a great example here with John, you know, leading an iconic company for decades. And so to me, I have been working very aggressive on the three of those aspects. And I'm very pleased with the progress we have made. But, now is about writing the next chapter of this company. And in order to write that next chapter company, you need to have a strong alignment at the top, all the way down, what I call ropes to the ground. So, fun enough, John is going to be in my event here in a couple of weeks. We'll bring the leadership team, the top 400 leaders, talking about how to disrupt yourself and how you pay for the company into the future. And the future, as I said, is we see an enterprise that's edge-centric, cloud-enabled, and data-driven, delivered as a service. So we are going to be the, as a service company with an edge-to-cloud platform that accelerates business from the data. And the combination of Pensando technologies and engineering capabilities, with our vision and our own intellectual property, we think we can deliver those unique experience for the customers in a more agile, cost-effective way and democratize the cloud, as John say, for the world. So, I'm incredibly excited about doing this. And who thought that John Chambers and Antonio Neri would be here, you know. And the reality is it takes leadership, so I value leadership, I value trust, and this partnership is built on trust. And we both have the same values. >> I appreciate you taking the time. I mean, we're going to talk about the products a little bit later. We've got some of the deeper product people. But, you know, I think the leadership thing is so important and I think it's harder. I think it's hard to be a great leader, it's hard to lead through transitions, and the pace of change is only accelerating, so the challenge is only going to increase. But I think communication and trust is such a big piece. I saw Dave Pottruck speak many, many times and he's very, very good. And I asked him, 'cuz we had a thing at school. I said, "Dave, why are you so good?" And he said, "Very simple. "As a CEO, my job is to communicate. "I have three constituents. "I have my customers, I have the street, "and I have my employees. "And so I treat it as a skill, I practice, I got a coach, "and I treat it like any other skill." And it's so hard and so important to provide that leadership, provide that direction, so everybody can pull the rope in the same direction. Nothing but the best to both of you and thanks for taking a few minutes. >> Thank you. >> It was a lot of fun. >> All right. >> It's a pleasure. >> Thank you. >> He's Antonio, he's John, I'm Jeff. You're watching theCUBE, from the top of Goldman Sachs in Manhattan. Thanks for watching, we'll see you next time. (upbeat music)

Published Date : Oct 18 2019

SUMMARY :

Brought to you by Pensando Systems. and it's really about Welcome to the New Edge. but now he's the chairman of Pensando, And we're starting a new one, which is why you got involved. And have the courage, really, to go challenge So you must have, knocking on your door all day long. John and I share the same values for passion And the fun part is, we can almost and the technology side, not only we can But all these customers have been engaged with you but just ask how the CEO spends his or her time. on the road talking to customers. What are some of the things you thought about in the way you deliver the value proposition and the ability to move for that. And now have this cohesion as you keep saying, And so the ability to execute with that type of precision, and the garage has been around Palo Alto for a long time. So, as you look at that from your current position as CEO, And the future, as I said, is we see an enterprise Nothing but the best to both of you Thanks for watching, we'll see you next time.

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Krista Satterthwaite | International Women's Day


 

(upbeat music) >> Hello, welcome to the Cube's coverage of International Women's Day 2023. I'm John Furrier, host of the CUBE series of profiles around leaders in the tech industry sharing their stories, advice, best practices, what they're doing in their jobs their vision of the future, and more importantly, passing it on and encouraging more and more networking and telling the stories that matter. Our next guest is a great executive leader talking about how to lead in challenging times. Krista Satterthwaite, who is Senior Vice President and GM of Mainstream Compute. Krista great to see you're Cube alumni. We've had you on before talking about compute power. And by the way, congratulations on your BPT and Black Professional Tech Network 2023 Black Tech Exec of the Year Award. >> Thank you very much. Appreciate it. And thanks for having me. >> I knew I liked you the first time we were doing interviews together. You were so smart and so on top of it. Thanks for coming on. >> No problem. >> All kidding aside, let's get into it. You know, one of the things that's coming out on these interviews is leadership is being showcased and there's a network effect happening in the industry and you're starting to see people look and hear stories that they may or may not have heard before or news stories are coming out. So, one of the things that's interesting is that also in the backdrop of post pandemic, there's been a turn in the industry a little bit, there's a little bit of headwind in certain areas, some tailwinds in cloud and other areas. Compute, your area is doing very well. It could be challenging. And as a leader, has the conversation changed? And where are you at right now in the network of folks you're working with? What's the mood? >> Yeah, so actually I, things are much better. Obviously we had a chip shortage last year. Things are much, much better. But I learned a lot when it came to going through challenging times and leadership. And I think when we talk to customers, a lot of 'em are in challenging situations. Sometimes it's budget, sometimes it's attracting and retaining talent and sometimes it's just demands because, it's really exciting that technology is behind everything. But that means the demands on IT are bigger than ever before. So what I find when it comes to challenging times is that there's really three qualities that are game changers when it comes to leading and challenging times. And the first one is positivity. People have to feel like there's a light at the end of the tunnel to make sure that, their attitudes stay up, that they stay working really really hard and they look to the leader for that. The second one is communication. And I read somewhere that communication is leadership. And we had a great example from our CEO Antonio Neri when the pandemic hit and everything shut down. He had an all employee meeting every week for a month and we have tens of thousands of employees. And then even after that month, we had 'em very regularly. But he wanted to make sure that everybody heard from, him his thoughts had all the updates, knew how their peers were doing, how we were helping customers. And I really learned a lot from that in terms of communicating and communicating more during tough times. And then I would say the third one is making sure that they are informed and they feel empowered. So I would say a leader who is able to do that really, really stands out in a challenging time. >> So how do you get yourself together? Obviously you the chip shortage everyone knows in the industry and for the folks not in the tech industry, it was an economic potential disaster, because you don't get the chips you need. You guys make servers and technology, chips power everything. If you miss a shipment, it could cause a lot of backlash. So Cisco had an earnings impact. It has impact to the business. When do you have that code red moment where it's like, okay, we have to kind of put the pause and go into emergency mode. And how do you handle that? >> Well, you know, it is funny 'cause when it, when we have challenges, I come to learn that people can look at challenges and hard work as a burden or a mission and they behave totally different. If they see it as a burden, then they're doing the bare minimum and they're pointing fingers and they're complaining and they're probably not getting a whole lot done. If they see it as a mission, then all of a sudden they're going above and beyond. They're working really hard, they're really partnering. And if it affects customers for HPE, obviously we, HPE is a very customer centric company, so everyone pays attention and tries to pitch in. But when it comes to a mission, I started thinking, what are the real ingredients for a mission? And I think it's important. I think it's, people feel like they can make an impact. And then I think the third one is that the goal is clear, even if the path isn't, 'cause you may have to pivot a lot if it's a challenge. And so when it came to the chip shortage, it was a mission. We wanted to make sure that we could ship to customers as quickly as possible. And it was a mission. Everybody pulled together. I learned how much our team could pull off and pull together through that challenge. >> And the consequences can be quantified in economics. So it's like the burn the boats example, you got to burn the boats, you're stuck. You got to figure out a solution. How does that change the demands on people? Because this is, okay, there's a mission it they're not, it's not normal. What are some of those new demands that arise during those times and how do you manage that? How do you be a leader? >> Yeah, so it's funny, I was reading this statement from James White who used to be the CEO of Jamba Juice. And he was talking about how he got that job. He said, "I think it was one thing I said that really convinced them that I was the right person." And what he said was something like, "I will get more out of people than nine out of 10 leaders on the planet." He said, "Because I will look at their strengths and their capabilities and I will play to their passions." and their capabilities and I will play their passions. and getting the most out people in difficult times, it is all about how much you can get out of people for their own sake and for the company's sake. >> That's great feedback. And to people watching who are early in their careers, leading is getting the best out of your team, attitude. Some of the things you mentioned. What advice would you give folks that are starting to get into the workforce, that are starting to get into that leadership track or might have a trajectory or even might have an innate ability that they know they have and they want to pursue that dream? >> Yeah so. >> What advice would you give them? >> Yeah, what I would say, I say this all the time that, for the first half of my career I was very job conscious, but I wasn't very career conscious. So I'd get in a role and I'd stay in that role for long periods of time and I'd do a good job, but I wasn't really very career conscious. And what I would say is, everybody says how important risk taking is. Well, risk taking can be a little bit of a scary word, right? Or term. And the way I see it is give it a shot and see what happens. You're interested in something, give it a shot and see what happens. It's kind of a less intimidating way of looking at risk because even though I was job conscious, and not career conscious, one thing I did when people asked me to take something on, hey Krista, would you like to take on more responsibility here? The answer was always yes, yes, yes, yes. So I said yes because I said, hey I'll give it a shot and see what happens. And that helped me tremendously because I felt like I am giving it a try. And the more you do that, the the better it is. >> It's great. >> And actually the the less scary it is because you do that, a few times and it goes well. It's like a muscle that builds. >> It's funny, a woman executive was on the program. I said, the word balance comes up a lot. And she stopped and said, "Let's just talk about balance for a second." And then she went contrarian and said, "It's about not being unbalanced. It's about being, taking a chance and being a little bit off balance to put yourself outside your comfort zone to try new things." And then she also came up and followed and said, "If you do that alone, you increase your risk. But if you do it with people, a team that you trust and you're authentic and you're vulnerable and you're communicating, that is the chemistry." And that was a really good point. What's your reaction? 'Cause you were talking about authentic conversations good communications with Antonio. How does someone get, feel, find that team and do you agree with it? And what was your, how would you react to that? >> Yes, I agree with that. And when it comes to being authentic, that's the magic and when someone isn't, if someone's not really being themselves, it's really funny because you can feel it, you can sense it. There's kind of a wall between you and them. And over time people won't be able to put their finger on it, but they'll feel a distance from you. But when you're authentic and you share who you are, what you find is you find things in common with other people. 'Cause you're sharing more of who you are and it's like, oh, I do that too. Oh, I'm interested in that too. And build the bonds between people and the authenticity. And that's what people crave. They want people to be authentic and people can tell when you're authentic and when you're not. >> Is managing and leading through a crisis a born talent or can you learn it? >> Oh, definitely learned. I think that we're born knowing nothing and I once read people are nurtured into greatness and I think that's true. So yeah, definitely learned. >> What are some examples that can come out of a tough time as folks may look at a crisis and be shy away from it? How do they lean into it? What advice would you give folks? How do you handle it? I mean, everyone's got different personality. Okay, they get to a position but stepping through that door. >> Yeah, well, I do this presentation called, "10 things I Wish I Knew Earlier in my Career." And one of those things is about the growth mindset and the growth mindset. There's a book called "Mindset" by Carol Dweck and the growth mindset is all about learning and not always having to know everything, but really the winning is in the learning. And so if you have a growth mindset it makes you feel better about everything because you can't lose. You're winning because you're learning. So when I've learned that, I started looking at things much differently. And when it comes to going through tough times, what I find is you're exercising muscles that you didn't even know you had, which makes you stronger when the crisis is over, obviously. And I also feel like you become a lot a much more creative when you're in challenging times. You're forced to do things that you hadn't had to do before. And it also bonds the team. It's almost like going through bootcamp together. When you go through a challenge together it bonds you for life. >> I mean, you could have bonding, could be trauma bonding or success bonding. People love to be on the success side because that's positive and that's really the key mindset. You're always winning if you have that attitude. And learnings is also positive. So it's not, it's never a failure unless you make it. >> That's right, exactly. As long as you learn from it. And that's the name of the game. So, learning is the goal. >> So I have to ask you, on your job now, you have a really big responsibility HPE compute and big division. What's the current mindset that you have right now in your career, where you're at? What are some of the things on your mind that you think about? We had other, other seniors leaders say, hey, you know I got the software as my brain and the hardware's my body. I like to keep software and hardware working together. What is your current state of your career and how you looking at it, what's next and what's going on in your mind right now? >> Yeah, so for me, I really want to make sure that for my team we're nurturing the next generation of leadership and that we're helping with career development and career growth. And people feel like they can grow their careers here. Luckily at HPE, we have a lot of people stay at HPE a long time, and even people who leave HPE a lot of times they come back because the culture's fantastic. So I just want to make sure I'm contributing to that culture and I'm bringing up the next generation of leaders. >> What's next for you? What are you looking at from a career personal standpoint? >> You know, it's funny, I, I love what I'm doing right now. I'm actually on a joint venture board with H3C, which is HPE Joint Venture Company. And so I'm really enjoying that and exploring more board service opportunities. >> You have a focus of good growth mindset, challenging through, managing through tough times. How do you stay focused on that North star? How do you keep the reinforcement of the mission? How do you nurture the team to greatness? >> Yeah, so I think it's a lot of clarity, providing a lot of clarity about what's important right now. And it goes back to some of the communication that I mentioned earlier, making sure that everybody knows where the North Star is, so everybody's focused on the same thing, because I feel like with the, I always felt like throughout my career I was set up for success if I had the right information, the right guidance and the right goals. And I try to make sure that I do that with my team. >> What are some of the things that you could share as we wrap up here for the folks watching, as the networks increase, as the stories start to unfold more and more on digital like we're doing here, what do you hope people walk away with? What's working, what needs work, and what is some things that people aren't talking about that should be discussed publicly? >> Do you mean from a career standpoint or? >> For career? For growing into tech and into leadership positions. >> Okay. >> Big migration tech is now a wide field. I mean, when I grew up, broke into the eighties, it was computer science, software engineering, and three degrees in engineering, right? >> I see huge swath of AI coming. So many technical careers. There's a lot more women. >> Yeah. And that's what's so exciting about being in a technical career, technical company, is that everything's always changing. There's always opportunity to learn something new. And frankly, you know, every company is in the business of technology right now, because they want to closer to their customers. Typically, they're using technology to do that. Everyone's digitally transforming. And so what I would say is that there's so much opportunity, keep your mind open, explore what interests you and keep learning because it's changing all the time. >> You know I was talking with Sue, former HP, she's on a lot of boards. The balance at the board level still needs a lot of work and the leaderships are getting better, but the board at the seats at the table needs work. Where do you see that transition for you in the future? Is that something on your mind? Maybe a board seat? You mentioned you're on a board with HPE, but maybe sitting on some other boards? Any, any? >> Yes, actually, actually, we actually have a program here at HPE called the Board Ready Now program that I'm a part of. And so HPE is very supportive of me exploring an independent board seat. And so they have some education and programming around that. And I know Sue well, she's awesome. And so yes, I'm looking into those opportunities right now. >> She advises do one no more than two. The day job. >> Yeah, I would only be doing one current job that I have. >> Well, kris, it was great to chat with you about these topics and leadership and challenging times. Great masterclass, great advice. As SVP and GM of mainstream compute for HPE, what's going on in your job these days? What's the most exciting thing happening? Share some of your work situations. >> Sure, so the most exciting thing happening right now is HPE Gen 11, which we just announced and started shipping, brings tremendous performance benefit, has an intuitive operating experience, a trusted security by design, and it's optimized to run workloads so much faster. So if anybody is interested, they should go check it out on hpe.com. >> And of course the CUBE will be at HPE Discover. We'll see you there. Any final wisdom you'd like to share as we wrap up the last minute here? >> Yeah, so I think the last thing I'll say is that when it comes to setting your sights, I think, expecting it, good things to happen usually happens when you believe you deserve it. So what happens is you believe you deserve it, then you expect it and you get it. And so sometimes that's about making sure you raise your thermostat to expect more. And I always talk about you don't have to raise it all up at once. You could do that incrementally and other people can set your thermostat too when they say, hey, you should be, you should get a level this high or that high, but raise your thermostat because what you expect is what you get. >> Krista, thank you so much for contributing to this program. We're going to do it quarterly. We're going to do getting more stories out there, so we'll have you back and if you know anyone with good stories, send them our way. And congratulations on your BPTN Tech Executive of the Year award for 2023. Congratulations, great prize there and great recognition for your hard work. >> Thank you so much, John, I appreciate it. >> Okay, this is the Cube's coverage of National Woodman's Day. I'm John Furrier, stories from the front lines, management ranks, developers, all there, global coverage of international events with theCUBE. Thanks for watching. (soft music)

Published Date : Mar 3 2023

SUMMARY :

And by the way, Thank you very much. I knew I liked you And where are you at right now And the first one is positivity. And how do you handle that? that the goal is clear, And the consequences can and for the company's sake. Some of the things you mentioned. And the more you do that, And actually the the less scary it is find that team and do you agree with it? and you share who you are, and I once read What advice would you give folks? And I also feel like you become a lot I mean, you could have And that's the name of the game. that you have right now of leadership and that we're helping And so I'm really enjoying that How do you nurture the team to greatness? of the communication For growing into tech and broke into the eighties, I see huge swath of AI coming. And frankly, you know, every company is Where do you see that transition And so they have some education She advises do one no more than two. one current job that I have. great to chat with you Sure, so the most exciting And of course the CUBE So what happens is you and if you know anyone with Thank you so much, from the front lines,

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Hannah Duce, Rackspace & Adrianna Bustamante, Rackspace | VMware Explore 2022


 

foreign greetings from San Francisco thecube is live this is our second day of wall-to-wall coverage of VMware Explorer 2022. Lisa Martin and Dave Nicholson here we're going to be talking with some ladies from Rackspace next please welcome Adriana Bustamante VP of strategic alliances and Hannah Deuce director of strategic alliances from Rackspace it's great to have you on the program thank you so much for having us good afternoon good morning is it lunchtime already almost almost yes and it's great to be back in person we were just talking about the keynote yesterday that we were in and it was standing room only people are ready to be back they're ready to be hearing from VMware it's ecosystem its Partners it's Community yes talk to us Adriana about what Rackspace is doing with Dell and VMware particularly in the healthcare space sure no so for us Partnerships are a big foundation to how we operate as a company and um and I have the privilege of doing it for over over 16 years so we've been looking after the dell and VMware part partnership ourselves personally for the last three years but they've been long-standing partners for for us and and how do we go and drive more meaningful joint Solutions together so Rackspace you know been around since since 98 we've seen such an evolution of coming becoming more of this multi-cloud transformation agile Global partner and we have a lot of customers that fall in lots of different verticals from retail to public sector into Healthcare but we started noticing and what we're trying trying to drive as a company is how do we drive more specialized Solutions and because of the pandemic and because of post-pandemic and everyone really trying to to figure out what the new normal is addressing different clients we saw that need increasing and we wanted to Rally together with our most strategic alliances to do more Hannah talk about obviously the the pandemic created such problems for every industry but but Healthcare being front and center it still is talk about some of the challenges that Healthcare organizations are coming to Rackspace going help yeah common theme that we've heard from some of our large providers Healthcare Providers has been helped me do more with less which we're all trying to do as we navigate The New Normal but in that space we found the opportunity to really leverage some of our expertise long-term expertise and that the talent and the resource pool that we had to really help in a some of the challenges that are being faced at a resource shortage Talent shortage and so Rackspace is able to Leverage What what we've done for many many years and really tailor it to the outcomes that Health Care Providers are needing nowadays that more with less Mantra runs across the gamut but a lot of it's been helped me modernize helped me get to that next phase I can't I can't I don't have the resources to DIY it myself anymore I need to figure out a more robust business continuity program and so helping with business continuity Dr you know third copies of just all all this data that's growing so it's not just covered pandemic driven but it's that's definitely driving the the need and the requirement to modernize so much quicker it's interesting that you mentioned rackspace's history and expertise in doing things and moving that forward and leveraging that pivoting focusing on specific environments to create something net new we've seen a lot of that here if you go back 10 years I don't know if that's the perfect date to go back to but if you go back 10 years ago you think about VMware where would we have expected VMware to be in this era of cloud we may have thought of things very very differently differently Rackspace a Pioneer in creating off-premises hey we will do this for you didn't even really call it Cloud at the time right but it was Cloud yeah and so the ability for entities like Rackspace like VMware we had a NetApp talking to us about stuff they're doing in the cloud 10 years ago if you I would say no they'd be they'll be gone they'll be gone so it's really really cool to see Rackspace making this transition and uh you know being aware of everything that's going on and focusing on the best value proposition moving forward I mean am I am I you know do I sound like somebody who would who would fit into the Rackspace culture right now or do I not get it yes you sound like a rocker we'll make you an honorary record that's what we call a Rackspace employees yes you know what we've noticed too and is budgets are moving those decision makers are moving so again 10 years ago just like you said you would be talking to sometimes a completely different Persona than we do than we do today and we've seen a shift more towards that business value we have a really unique ability to bring business and Technical conversations together I did a lot of work in the past of working with a lot of CMO and and digital transformation companies and so helping bring it and business seeing the same and how healthcare because budgets are living in different places and even across the board with Rackspace people are trying to drive more business outcomes business driven Solutions so the technical becomes the back end and really the ingredients to make all of that all of that happen and that's what we're helping to solve and it's a lot it's very fast paced everyone wants to be agile now and so they're leaning on us more and more to drive more services so if you've seen Rackspace evolve we're driving more of that advisement and those transformation service type discussions where where our original history was DNA was very much always embedded in driving a great experience now they're just wanting more from us more services help us how help us figure out the how Adriana comment on the outcomes that you're helping Healthcare organizations achieve as as we as we it's such a relatable tangible topic Healthcare is Right everybody's everybody's got somebody who's sick or you've been sick or whatnot what are some of those outcomes that we can ex that customers can expect to achieve with Rackspace and VMware oh great great question so very much I can't mentioned earlier it's how do I modernize how do I optimize how do I take the biggest advantage of the budgets and the landscape that I have I want to get to the Cloud we need to help our patients and get access to that data is this ready to go into the cloud is this not ready to go into the cloud you know how do we how do we help make sure we're taking care of our patients we're keeping things secure and accessible you know what else do you think is coming up yeah and one specific one uh sequencing genetic sequencing and so we've had this come up from a few different types of providers whether it's medical devices that they may provide to their end clients and an outcome that they're looking for is how do we get how do we leverage um here's rip here's what we do but now we have so many more people we need to give this access to we need them to be able to have access to the sequencing that all of this is doing all of these different entities are doing and the outcome that they're trying to get to to is more collaboration so so that way we can speed up in the face of a pandemic we can speed up those resolutions we could speed up to you know whether it's a vaccine needed or something that's going to address the next thing that might be coming you know um so that's a specific one I've heard that from a handful of different different um clients that that we work with and so trying to give them a Consolidated not trying to we are able to deliver them a Consolidated place that their application and tooling can run in and then all of these other entities can safely and securely access this data to do what they're going to do in their own spaces and then hopefully it helps the betterment of of of us globally like as humans in the healthcare space we all benefit from this so leveraging the technology to really drive a valuable outcome helps us all so so and by the way I like trying to because it conveys the proper level of humility that we all need to bring to this because it's complicated and anybody who looks you in the eye it pretends like they know exactly how to do it you need to run from those people no it is and and look that's where our partners become so significant we we know we're Best in Class for specific things but we rely on our Partnerships with Dell and VMware to bring their expertise to bring their tried and true technology to help us all together collectively deliver something good technology for good technology for good it is inherently good and it's nice when it's used for goodness it's nice when it's yeah yeah talk about security for a second you know we've seen the threat landscape change dramatically obviously nobody wants to be the next breach ransomware becoming a household term it's now a matter of when we get a head not F where has security gone in terms of conversations with customers going help us ensure that what we're doing is delivering data access to the right folks that need it at the right time in real time in a secure fashion no uh that's another good question in hot and burning so you know I think if we think about past conversations it was that nice Insurance offering that seemed like it came at a high cost if you really need it I've never been breached before um I'll get it when I when I need it but exactly to your point it's the win and not the if so what we're finding and also working with a nice ecosystem of Partners as well from anywhere from Akamai to cloudflare to BT it's how do we help ensure that there is the security as Hannah mentioned that we're delivering the right data access to the right people and permissions you know we're able to help meet multitude of compliance and regulations obviously health care and other regulated space as well we look to make sure that from our side of the house from the infrastructure that we have the right building blocks to help them Reach those compliance needs obviously it's a mutual partnership in maintaining that compliance and that we're able to provide guidance and best practices on to make sure that the data is living in a secure place that the people that need access to it get it when they when they need it and monitor those permissions and back to your complexity comment so more and more complex as we are a global global provider so when you start to talk to our teams in the UK and our our you know clients there specializing um kind of that Sovereign Cloud mentality of hey we need to have um we need to have a cloud that is built for the specific needs that reside within Healthcare by region so it's not just even I mean you know we're we're homegrown out of San Antonio Texas so like we know the U.S and have spent time here but we've been Global for many years so we just get down into the into the nitty-gritty to customize what's needed within each region well Hannah is that part of the Rackspace value proposition at large moving forward because frankly look if I if I want if I want something generic I can I can swipe credit card and and fire up some Services sure um moving forward this is something that is going to more characterize the Rackspace experience and I and I understand that the hesitancy to say hey it's complicated it's like I don't want to hear that I want to hear that it's easy it's like well okay we'll make it easy for you yes but it's still complicated is that okay that's the honest that's that's the honest yeah that's why you need help right that's why we need to talk about that because people people have a legitimate question why Rackspace yep and we don't I don't want to put you on the spot but no yeah but why why Rackspace you've talked a little bit about it already but kind of encapsulate it oh gosh so good good question why Rackspace it's because you can stand up [Laughter] well you can you do it there's many different options out there um and if I had a PowerPoint slide I'd show you this like lovely web of options of directions that you could go and what is Rackspace value it's that we come in and simplify it because we've had experience with this this same use case whatever somebody is bringing forward to us is typically something we've dealt with at numerous times and so we're repeating and speeding up the ability to simplify the complex and to deliver something more simplified well it may be complex within us and we're like working to get it done the outcome that we're delivering is is faster it's less expensive than dedicating all the resources yourself to do it and go invest in all of that that we've already built up and then we're able to deliver it in a more simplified manner it's like the duck analogy the feet below the water yes exactly and a lot of expertise as well yes a lot talk a little bit about the solution that that Dell VMware Rackspace are delivering to customers sure so when we think about um Healthcare clouds or Cloud specific to the healthcare industry you know there's some major players within that space that you think epic we'll just use them as an example this can play out with others but we are building out a custom or we have a custom clouds able to host epic and then provide services up through the Epic help application through partnership so that is broadening the the market for us in the sense that we can tailor what the what that end and with that healthcare provider needs uh do they do they have the expertise to manage the application okay you do that and then we will build out a custom fit Cloud for that application oh and you need all the adjacent things that come with it too so then we have reference architecture you know built out already to to tailor to whatever all those other 40 80 90 hundreds of applications that need to come with that and then and then you start to think about Imaging platforms so we have Imaging platforms available for those specific needs whether it's MRIs and things like that and then the long-term retention that's needed with that so all of these pieces that build out a healthcare ecosystem and those needs we've built those we've built those out and provide those two to our clients yesterday VMware was talking about Cloud chaos yes and and it's true you talk about the complexity and Dave talks about it too like acknowledging yes this is a very complex thing to do yeah there's just so many moving parts so many Dynamics so many people involved or lack thereof people they they then talked about kind of this this the goal of getting customers from cloud chaos to Cloud smart how does that message resonate with Rackspace and how are you helping customers get from simplifying the chaos to eventually get to that cloud smart goal so a lot of it I I believe is with the power of our alliances and I was talking about this earlier we really believe in creating those powerful ecosystems and Jay McBain former for Forester analyst talks about you know the people are going to come ahead really are serve as that orchestration layer of bringing everybody together so if you look at all of that cloud chaos and all of the different logos and the webs and which decisions to make you know the ones that can help simplify that bring it all together like we're going to need a little bit of this like baking a cake in some ways we're going to need a little bit of sugar we'll need this technology this technology and whoever is able to put it together in a clean and seamless way and as Hannah said you know we have specific use cases in different verticals Healthcare specifically and talking from the Imaging and the Epic helping them get hospitals and different you know smaller clinics get to the edge so we have all of the building blocks to get them what they need and we can't do that without Partners but we help simplify those outcomes for those customers yep so there's where they're Cloud smart so then they're like I want I want to be agile I want to work on my cost I want to be able to leverage a multi-cloud fashion because some things may may inherently need to be on Azure some things we inherently need to be on VMware how do we make them feel like they still have that modernized platform and Technology but still give the secure and access that they need right yeah we like to think of it as are you multi-cloud by accident or multi-cloud by Design and help you get to that multi-cloud by Design and leveraging the right yeah the right tools the right places and Dell was talking about that just that at Dell Technologies world just a couple months ago that most most organizations are multi-cloud by default not designed are you seeing any customers that are are able or how are you able to help customers go from that we're here by default for whatever reason acquisition growth.oit line of business and go from that default to a more strategic multi-cloud approach yes it takes planning and commitment you know you really need the business leaders and the technical leaders bought in and saying this is what I'm gonna do because it is a journey because exactly right M A is like inherited four different tools you have databases that kind of look similar but they're a little bit different but they serve four different things so at Rackspace we're able to help assess and we sit down with their teams we have very amazing rock star expertise that will come in and sit with the customers and say what are we trying to drive for it let's get a good assessment of the landscape and let's figure out what are you trying to get towards in your journey and looking at what's the best fit for that application from where it is now to where it is where it wants to be because we saw a lot of customers move to the cloud very quickly you know they went Cloud native very fast some of it made sense retailers who had the spikiness that completely made sense we had some customers though that we've seen move certain workloads they've been in the public Cloud now for a couple years but it was a static website it doesn't make as much sense anymore for certain things so we're able to help navigate all of those choices for them so it's interesting you just you just said something sort of offhand about having experts having them come in so if I am a customer and I have some outcome I want to achieve yes the people that I'm going to be talking to from Rackspace or from Rackspace and the people from Rackspace who are going to be working with the actual people who are deploying infrastructure are also Rackspace people so the interesting contrast there between other circumstances oftentimes is you may have a Global Systems integrator with smart people representing what a cloud provider is doing the perception if they try to make people perceive that okay everybody is working in lockstep but often there are disconnects between what the real capabilities are and what's being advertised so is that I mean I I know it's like a leading question it's like softball get your bats out but I mean isn't that an advantage you've got a single you know the saying used to be uh one throat to show now it's one back to pack because it's kind of Contour friendly yeah yeah but talk about that is that a real Advantage it does it really helps us because again this is our our this is our expertise this is where we where we live we're really close to the infrastructure we're great at the advisement on it we can help with those ongoing and day two management and Opera in operations and what it feels like to grow and scale so we lay this out cleanly and and clearly as possible if this is where we're really good we can we can help you in these areas but we do work with system integrators as well and part of our partner Community because they're working on sometimes the bigger overall Transformations and then we're staying look we understand this multi-cloud but it helps us because in the end we're doing that end to end for for them customer knows this is Rackspace and on hand and we we really strive to be very transparent in what it is that we want to drive and outcomes so sometimes at the time where it's like we're gonna talk about a certain new technology Dell might bring some of their Architects to the table we will say here is Dell with us we're doing that actively in the healthcare space today and it's all coming together but you know at the end of the day this is what Rackspace is going to drive and deliver from an end to end and we tap those people when needed so you don't have to worry about picking up the phone to call Dell or VMware so if I had worded the hard-hitting journalist question the right way it would have elicited the same responses that yeah yeah it drives accountability at the end of the day because what we advised on what we said now we got to go deliver yeah and it's it's all the same the same organization driving accountability so from a customer perspective they're engaging Rackspace who will then bring in dell and VMware as needed as we find the solution exactly we have all of the certification I mean the team the team is great on getting all of the certs because we're getting to handling all of the level one level two level three business they know who to call they have their dedicated account teams they have engagement managers that help them Drive what those bigger conversations are and they don't have to worry about the experts because we either have it on hand or we'll pull them in as needed if it's the bat phone we need to call awesome ladies thank you so much for joining Dave and me today talking about what Rackspace is up to in the partner ecosystem space and specifically what you're doing to help Healthcare organizations transform and modernize we appreciate your insights and your thoughts yeah thank you for having us thank you pleasure for our guests and Dave Nicholson I'm Lisa Martin you're watching thecube live from VMware Explorer 2022 we'll be back after a short break foreign [Music]

Published Date : Aug 31 2022

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Day Three Wrap Up | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Okay. We're back to wrap up HPE discover 2022. The Cube's continuous coverage is day three. John furrier, Dave ante. We had a business friend that we met during the pandemic. A really interesting gentleman, norm Ette. He's the director of global technical marketing at Hewlett Packard enterprise, a real innovator norm. Great to see you. Thanks for making time for coming on >>The cube, gentlemen. Thank you. Thank you. I appreciate that. You're giving me the opportunity to bring it home. Yeah. You know, if I'm only gonna get one shot at it, it might as well be >>The last we always, we always like to bring the energy in the last segment because you know, the cube, we grind it out for three days. I mean, it's just such a great content injection. And so we love to wrap it up, especially with someone like yourself who can really help us convey the themes, but even more so when we look around here this entire ecosystem, you and your team built this. And so take us through that. >>Well, we did, you know, and it takes a village. You know, we have the core team, HPE global technical marketing, uh, which is my team. And then of course we're partnered with other parts of the, our marketing organizations on different pieces, different aspects. And then we have a tremendous team of vendors that we work with on a regular basis. Companies such as, you know, F two B and ivory and others that, you know, really kind of pitch in. And they're, they're kind of my, I call 'em my flex force. You know, we also have another group called promote live and we bring all these people together. And, and in addition, all the vendors, we have something like 380 employees that come from all different parts of the organization to, to land in Las Vegas, to man, these booths and staff, these, uh, staff, these exhibits. >>And so for one week, we get to really work as a, as a, a team, as a family, you know, there's no organizational borders, so to speak, you know, you know, we're a big company, everybody has, you know, different objectives and different things that they're focused on, but we get a chance to all get together and work as one, one team. And so that, that the people aspect is what's so exciting, I think this week. And I think I even saw some of your broadcast earlier. So I think it kind of, it kind of came through as well. Just the joy of, of being together, you know? Sure. Human beings <laugh> >>And, and H HP's got a new spring and its step, which so much focus brought to the table from Antonio and, you know, the team is the lining. >>Yeah, we do. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, you know, we work on this months ahead of time. Yeah. Right. And so it's kinda like a spinning top, you know, we, we, we keep, we, we keep spinning that thing tightening up and then this week you put it on the table and just let it go. Yeah. Right. But it's that whole multi-month process of, of, of twisting that top around and getting it going and right at the middle and right at the centerpiece. And, uh, the core design principle and an ask from, uh, Antonio is that we make sure that we major on HPE, uh, GreenLake edge to cloud platform that, you know, it, it's a, obviously you've been talking about it all week. Yeah. Uh, we've been talking about it all week. It's a big focus of our company. And so right at the very center, we have our HPE GreenLake edge to cloud platform demonstration, and then everything in the showcase then radiates from that centerpiece, uh, you know, right, right. At, right at the nexus of all the activities. So the experience starts there and propagates its >>Way. Well, I wanna get into some of the themes and the set pieces you have here. Um, you are in technical marketing and this platform is a tech play. So it's not so much just solutions that you're enabling the theme this year is very much technical marketing. So there's edge, especially cloud data and edge is the big themes security's baked in throughout the whole set, right as well. And that messaging, but it's technical marketing right now. We had, you know, platform play uett packer is a platform. Google packer enterprise is a >>Platform. It is, and it's a, it is a, it's a software platform. Um, you, it, it really completes a cloud strategy. And when you really think about it, I, again, I know some of these numbers have been floating around. Um, but, uh, you know, 70% of all data is still staying OnPrem for good reasons, you know, and then 30% of it can be out there in the public cloud. Uh, so what you kind of have is an incomplete cloud strategy, if you will. And what's happened is that organizations have gotten spoiled a little bit by the cloud experience. Mm-hmm <affirmative> right. That, you know, I, you know, your, your dev teams say go, Hey, I just, I wanna work in a Azure. I wanna work in AWS. I love how I go through this process. Why can't I do that with my on-prem stuff? Why, you know, why, you know, I want that kind of experience. So it organizations are really being challenged about how to create that, that kind of service and that experience to their customers because expectations are not because >>Data ha it has to be inclusive. It can't be exclusive to just one part of the organization. >>Yeah. And so how did you, how did that impact obviously, cause GreenLake was coming together, you know, you got the multiple months in advance planning for this big event, right. A lot of lot work goes into it. What was some of the impact to the execution of this event, um, that you can share in terms of the set pieces? Some of the displays was there was there, I won't say radical cause it's not radical. It looks, it turned out great. But what are some of the popular things happening here? What worked, what resonated with customers and what was different from, from, uh, that GreenLake enabled you to do differently? >>Well, I mean, first the first thing is that we, we kind of had a high touch experience at that center point, right. That nexus, the hub of the activity, the GreenLake edge to club platform, uh, demonstration. And it started with us just kind of, you know, having the strategy about first of all, if you sh, if you guys show this and I know, I think maybe you have, when you enter in, we've got like this big aha moment, right. And that aha moment is that platform right in the center, surrounded with wonderful visuals above, below, you know, behind, uh, all around it. But we, we, we had to think about, okay, now I'm staring at this thing. What am I, how am I gonna experience it? So, uh, when I say a high touch experience, we start with a, what I call a platform generalist that would greet you up front, engage in the conversation, you know, so realize that, you know, Dave is a network operations director, he's got some keen interests. >>He has some sort of peripheral idea about what the, uh, HPE GreenLake edge cloud platform is about, but what can it really do for him? You know, what can do, what can he use? How can he use it? So we start at that level of conversation, you know, socialize the core services, the attributes, you know, the, the technology that is actually enabling it. And then as we've identified in our conversation that you're a network geek, you know, and you want to understand, you've heard about Aruba, you know, how's Aruba central play into that. How do the networking services play into that? And so for then we take that, that, that big leap and go up two steps up onto the platform. And we go over to the network specialist, what I, what I'm calling a platform specialist, uh, who understands all the things about the platform, but then is peaked in networking. And we have that conversation and you see how the Aruba customer can benefit by this evolution, uh, and how the different platform services combine to give a holistic experience across a company. And so when I'm an it ops director, and I'm trying to service my network, guys, my storage guys, my compute guys, my external cloud services guys, that this is an environment that I can, so you >>Have an experience where they come in, they can easily move to a point quickly in the display, on the platform >>And it's tailored for them. Exactly. Right. Exactly. That's the exactly. Right. And so if I transition over to you, you know, and you're my, you know, you're my specialist, you know, you're not saying, Hey, Dave, what brings you here today? What are you today? <laugh>, you know, I, I mean, you're prequalified, it's a prequalified conversation. We jump into it. And then that specialist is armed with knowledge as to where, okay, this guy is really interested in switching technology and switches as well. Well, that's demo five 12. Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. So then you're, you're escorted over to demo five 12 to go to the next level or perhaps, and this has happened throughout the week that people want to take a test drive of the environment. And so we have the HPE GreenLake living lab, and we have a, a test drive environment right there. >>And so we bring you right to that test drive, where you can, you know, kick the tires yourself, you fire up a live environment. We have a series of exercises that you're taken through. And, uh, I think I've just checked with one of my colleagues where like, well over, you know, well, over 1100 experiences of people doing that here. And that lab has 25 seats, but also externally. Yeah. So right off of hpe.com, that same test drive experience that we're doing here. People can launch at home. And so we got in this morning, there were like four guys logged in from New Zealand, you know, doing exercises, which is pretty neat. So, so when you ask me the question, what are the design considerations, uh, that HPE GreenLake that we baked in and thought through it's again, that, Hey, it's a, it's a big thing. Yeah. It's a big, it's an experience. Let's start with you just digesting the, you know, the comp basic concepts. Then let's talk about your persona and how it directly maps to what you can do. And then if you want to get deeper, you know, we have the solutions that we design behind it, solution demos, and, and if you wanna drive it, let you know, buckle up. Let's >>Go. Yeah, you get right to a spot, multiple monitors, great experience, high touch. Um, that's awesome. I gotta ask you another question. Cause you've been, you know, pre pandemic, you've been doing a lot of this technical marketing and events and then virtual hit right now. We're back face to face, right? It's clear, Dave and I were just talking about our, on our opening day, year on day. One, people love to see each other back. Every event we've been to face to face. People are energized to a level. We didn't even see. What are you seeing here in terms of performance? Obviously, you got sales people here, you got executives here, you got customers right. Face to face, right. >>Doing belly to belly, >>Belly to belly, as Dave says, that's a positive, what's it like, explain what it's like. >>Well, I mean, you don't, you never know what you got until it's gone, right? >>Yeah. >>You, and so people didn't really realize that, Hey, we really needed to have this kind of touch and this, this kind of activity. And it was funny because people be before the pandemic, there was also a push to do a lot of virtual stuff, you know, economies of scale. Yeah. You know, some of that stuff works. Teams are making decisions, but then it all goes away and people realize how valuable, you know, just the conversations were, you know, meeting >>Somebody, relationships, meeting >>Somebody for a coffee, you know, talking through different bumping into colleagues than that. You haven't seen for years, or you worked with somebody and now they're doing this. And then you realize you have some sort of synergy with each other and you know, you can still help each other. And just the, just, you know, just the discovery <laugh> of being at discover, you know, and running into these different types of things. So, uh, well >>You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked maybe four times this week. Yeah. You've seen you here walking around the hallways. We saw you last night, right? Yeah. You just, that just wouldn't happen in your little virtual >>World. Yeah. I mean, not at all. And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff >>Course, and we're learning, >>It's got value, but I just want to thank you guys for just being the cube and the whole team, you know, Frank, everybody just tremendous partners through that because you can still look at that content that we produced together last year and it's still relevant. We're still sharing it. It still has impact. We, we point, you know, we tell people, Hey, here's call to action. You're leaving. Discover by the way, there's these three or four pieces out on the cube that really go with, go at this topic. >>Right. That GreenLake event we did last year was phenomenal. >>It was, it was, and it was a partnership with you guys. And I, I, you know, I, I speak on, on behalf of many of my colleagues here at HPE, we just wanna thank the cube for all the support, creativity, uh, and how we got through that >>All together. We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Hey, this guy, actually, he's gonna, he's gonna push us to some new levels. Technical >>Marketing know >>That's our, our team marketing. Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, but you're super creative. Well, thank you. And so you, you helped us, you know, up, up our game. >>Yeah. Thanks a lot. Yeah. You know, Frank was getting, Hey, Frank, Dave, can you guys do this? You >>Know, so yeah, we were on the background. >>I mean, but we were, we were growing and surviving and thriving together and getting through it, but what's coming out. The other side now is a new format. You mentioned virtual. That's not going away. Hybrid is a steady state for all of us. Even the cube. Yeah. So the new protocols and the new standards are emerging. And I think the newness of it scares people also like how do you do it? Um, who, whose role is it to take the virtual and digital? So this whole new set of experiences still coming out. Yeah. What's your vision? How do you see this? Cause we're face to face clearly is what everyone wants from school kids to adults. Right. We want face to face. Right. How does digital fit in? >>Well, I mean, that's, that's a, that's a really tricky question. I'll give you a, a, I'll kind of back into the answer a little bit. Um, you guys can see this, right, right behind us. We had this whole backdrop here, greetings from the edge of virtual reality experience. Well, we built that. We built that during the COVID era, so we could have experiences with people remotely. Right. Uh, and we used it for our executive summit, you know, last year for the virtual discovery, we shipped those Oculus headsets to everybody. They, everybody jumped into it. And so I was sitting there being a host, you know, with four CTOs that were scattered all over the world. So we were in cyberspace together. Right. And so of course being good, uh, you know, good business people we realized, Hey, this is pretty fun. So let's dust it off and bring it out here for the more general public. >>So again, it was like a 200 person, you know, uh, executive level experience and all of that, but it had tremendous value, different types of experiences. I recommend you try it if you ever have the opportunity. Um, so that's a way that we start emerging virtual reality and digital experiences to try to keep that human connection, but now we're using it again. And everybody's in these little pod rooms, six of them together. So they're having this experience in cyberspace and they're having it physically. Yeah. And so I think some, and everyone's enjoying being together and still in cyber space together. So I think when we start to build assets and we start to look at different types of things and experiences, we gotta think, we, we gotta think through that now. Right. You know, how is this, how is this investment or this, this experience, how's it gonna translate, you know, outside of these four walls, right. And how can we use it outside of these four walls, uh, and create, you know, a more engaging experience. So that's a little bit of a backing into that answer, but I think I'm, I'm, >>It's emerging. It's >>Important. Well, I'm saying it more as an example of us thinking through and trying to leverage. Yeah. >>I love it though. I mean, you always, you've always been struck me as a visionary and I, I loved that answer and I can just see, it's just gonna progress by the end of the decade. This is gonna become right. Uh, a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. I love what you were saying about, yeah. Even though we're here physically, we're actually creating a virtual world within this physical pod. We are. Where can people discover more about that? About, about, about the shows, the content that >>Was here? Well on hpe.com, you can just launch into discover. We have a tremendous amount of content that's been recorded, keynote sponsor sessions, the cube they're dialed in all kinds of different pieces of assets that we've done. Um, I'll plug just another couple of things just to, again, to talk about the connectivity of things that we're doing. So one of the projects that I lead, uh, I am very proud to lead is HPE space born and our space born computer space, born computer two, flying a most powerful machine, uh, computer to ever fly in space. Uh, we've been up there for a year. We've done 24 different experiments over the year to, for the benefit of the entire scientific community. Um, also, you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built a scale replica of the Columbus module, right? So this is, you know, this is a 28 by 12 foot module. Hey, we're bringing her home seriously. >>They're gonna pull the plugs. They're gonna pull the >>Plug on me soon. Right. So anyway, so we have that module built, right? And this is, uh, we work with a Hollywood production company. We've had it before, but you know, we we've customized it. We have a live link to the ISS station in there. And, and so we're talking about everything that we're doing there, but also in this virtual reality experience, we have you going on a space walk, right. And so we've, we've captured that as well. So we've, we're tying this physical and virtual experience together. Uh, and, uh, so it's a fun project. So you can check that >>Out. We did exit scale together during the pandemic, and that's when I first really got into to space point. It was awesome to see frontier announced actually breaking through the exo scale barrier. We, we were on the cusp, but we, we now see it breaking through. So, yeah. Congratulations on that. Thank you >>Very much. And, you know, a couple, you know, just couple other things that we're doing, that's pretty exciting. I don't, I don't wanna give away all my tricks, uh, but you know, we've organized our demonstrations through the customer lenses. So we have these customer journeys that we see people that are using our technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, but how are our customers really trying to, you know, advance AI and machine learning, for example, how are they actually trying to, you know, protect their data? You know, the different things, the business issues, the business issues. Yeah. And so we've organized our demos through that, and we have these, these pods and then satellites, and you, you, you give you walk through that whole thing and it's addressing different aspects of that. >>Um, and then another thing that we've done is we have tours here, uh, as well, where, cuz there's so much content that people can take tours and you know, 1400 people have taken those tours. Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. And we see big traffic the first day or so and by design. And so we hit the highlights and then they decide how to use their valuable time later in the showcase about what they want to deep dive on. And so that's been a tremendous success for >>Us. Well norm thanks for bringing us on the tour of discover. Yeah. Well and really, you know, sharing that with our audience and you've been an awesome partner. And as you say, a great innovator, hope I can't wait to see what's next. All right. >>You so much. Hey, thanks for letting me on here guys. Welcome to our pleasure. I'm somebody I made. You're a Cub >>Alumni alumni. You're alumni. Welcome to alumni. So >>Guys great. Our week. That's a wrap on on day three, uh, Dave Valant day, John furrier for Lisa Martin. Don't forget to go to Silicon angle.com where we've got all the news, all the interviews that we've done this week, get written up and posted on Silicon angle.com. The cube.net I publish every week. Uh, my breaking analysis on, on, on wikibon.com. It's on a podcast. So check that out. Thanks to everybody. Thanks for the crew. Everybody back at the office. Really appreciate it. Great job. And we'll see you next time. All right.

Published Date : Jun 30 2022

SUMMARY :

that we met during the pandemic. Thank you. The last we always, we always like to bring the energy in the last segment because you know, the cube, Well, we did, you know, and it takes a village. you know, there's no organizational borders, so to speak, you know, you know, we're a big company, to the table from Antonio and, you know, the team is the lining. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, We had, you know, platform play uett packer is a platform. That, you know, I, you know, your, your dev teams say go, It can't be exclusive to just one part of the organization. what resonated with customers and what was different from, from, uh, that GreenLake enabled you And it started with us just kind of, you know, having the strategy about first of all, So we start at that level of conversation, you know, socialize the core services, Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. And so we got in this morning, there were like four guys logged in from New Zealand, you know, Obviously, you got sales people here, you got executives here, you got customers right. but then it all goes away and people realize how valuable, you know, just the conversations were, of synergy with each other and you know, you can still help each other. You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff We, we point, you know, we tell people, Hey, here's call to action. And I, I, you know, I, I speak on, on behalf of many of my colleagues We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, You And I think the newness of it scares people also like how do you do it? And so I was sitting there being a host, you know, with four CTOs that were So again, it was like a 200 person, you know, uh, executive level experience and all of that, It's emerging. Yeah. a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built They're gonna pull the plugs. in this virtual reality experience, we have you going on a space walk, Thank you technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. Well and really, you know, sharing that with our audience and You so much. Welcome to alumni. And we'll see you next time.

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Rashmi Kumar, HPE | HPE Discover 2022


 

>> Announcer: theCUBE presents HPE Discover 2022, brought to you by HPE. >> We're back at the formerly the Sands Convention Center, it's called the Venetian Convention Center now, Dave Vellante and John Furrier here covering day three, HPE Discover 2022, it's hot outside, it's cool in here, and we're going to heat it up with Rashmi Kumar, who's the Senior Vice President and CIO of Hewlett Packard Enterprise, great to see you face to face, it's been a while. >> Same here, last couple of years, we were all virtual. >> Yeah, that's right. So we've talked before about sort of your internal as-a-service transformation, you know, we do call it dog fooding, everybody likes to course correct and say, no, no, it's drinking your own champagne, is it really that pretty? >> It is, and the way I put it is, no pressure to my product teams, it's being customer zero. >> Right, take us through the acceleration on how everything's been going with you guys, obviously, the pandemic was an impact to certainly the CIO role and your team but now you've got GreenLake coming in and Antonio's big statement before the pandemic, by 2022 everything will be as a service and then everything went remote, VPNs and all this new stuff, how's it going? >> Yeah, so from business perspective, that's a great point to start that, right? Antonio promised in 2019 that HPE will be Everything-as-a-Service company and he had no view of what's going to happen with COVID. But guess what? So many businesses became digital and as-a-service during those two years, right? And now we came back this year, it was so exciting to be part of Discover when now we are Everything-as-a-Service. So great from business perspective but, when I look at our own transformation, behind the scene, what IT has been busy with and we haven't caught a breadth because of pandemic, we have taken care of all that change, but at the same time have driven our transformation to make HPE, edge to cloud platform as a service company. >> You know, I saw a survey, I referenced it earlier today, it was a survey, I think it was been by Couchbase, it was a CIO survey, so they asked, who was responsible at your organization for the digital transformation? And overwhelming, like 75% said, CIO, which surprised me 'cause, you know, in line with the business and so forth but in fact I thought, well, maybe, because of the forced march to digital that's what was top of their mind, so who is responsible for, and I know it's not just one person, for the digital transformation? Describe that dynamic. >> Yeah, so definitely it's not one person, but you do need that whole accountable, responsible, informed, right, in the context of digital transformation. And you call them CIO, you call them CDIO or CDO and whatnot but, end of the day, technology is becoming an imperative for a business to be successful and COVID alone has accelerated it, I'm repeating this maybe millions time if you Google it but, CIOs are best positioned because they connect the dots across organization. In my organization at HPE, we embarked upon this large transformation where we were consolidating 10 different ERPs, multiple master data system into one and it wasn't about doing digital which is e-commerce website or one technology, it was creating that digital foundation for the company then to transform that entire organization to be a physical product company to a digital product company. And we needed that foundation for us to get that code to cash experience, not only in our traditional business, but in our as-a-service company. >> So maybe that wasn't confirmation bias, I want to ask you about, we've been talking a lot about sustainability and I've made the comment that, if you go back, you know, 10, 12 years and you were CIO IT at that time, CIO really didn't care about the energy bill, that was paid for by facilities, they really didn't talk to each other much and that's completely changed, why has it changed? How should a CIO, how do your your peers think about energy costs today? >> Yeah, so, at some point look, ESG is the biggest agenda for companies, regulators, even kind of the watchers of ISS and Glass Lewis type thing and boards are becoming aware of it. If you look at 2-4% of greenhouse emission comes from infrastructure, specifically technology infrastructure, as part of this transformation within HPE, I also did what I call private cloud transformation. Remember, it's not data center transformation, it's private cloud transformation. And if you can take your traditional workload and cloudify it which runs on a GreenLake type platform, it's currently 30% more efficient than traditional way of handling the workload and the infrastructure but, we recently published our green living progress report and we talk about efficiency, by 2020 if you have achieved three times, the plan is to get to 30 times by 2050 where, infrastructure will not contribute to energy bill in turn the greenhouse emission as well. I think CIOs are responsible multifold on the sustainability piece. One is how they run their data center, make it efficient with GreenLake type implementations, demand from your hyperscaler to provide that, what Fidelma just launched, sustainability scorecard of the infrastructure, second piece is, we are the data gods in the company, right? We have access to all kinds of data, provide that to the product teams and have them, if we cannot measure, we cannot improve. So if you work with your product team, work with your BU leader, provide them data around greenhouse gas and how they're impacting a mission through their products and how can they make it better going forward, and that can be done through technology, right? All the measurements come from technology. So what technology we need to provide to our manufacturing lines so that they can monitor and improve on the sustainability front as well. >> You mentioned data, I wanted to bring that up 'cause I was going to bring that up in another top track here, data as an asset now is at play, so I get the data on the sustainability, feed that in, but as companies go to the cloud operating model, they go, hey, I got the hyperscalers, you call microscale, Amazon for instance, and you got on-premises data center, which is a large edge and you got the edge, the data control plane, and then the control plane and the data plane are always seem to be like the battle ground, I want to control the data plane, will customers own the data plane or will the infrastructure providers control that data plane? And how do you see that? Because we want to power the machine learning, so data plane control plane, it seems to be like the new middleware, what's your view on that? How do you look at that holistically? >> Yeah, so I'll start based on the hyperscaler conversation, right? And I had this conversation with one of the very big ones recently, or even our partner, SAP, when they talk about RISE, data center and how I host my application infrastructure, that's the lowest common denominator of our job. When I talk about CIOs being responsible for digital transformation, that means how do I make my business process more innovative? How do I make my data more accessible, right? So, if you look at data as an asset for the company, it's again, they're responsible, accountable. As CIO, I'm responsible to have it managed, have it on a technology platform, which makes it accessible by it and our business leader accountable to define the right metrics, right kind of KPIs, drive outcome from that data. IT organization, we are also too busy driving a lot of activities and today's world is going to bad business outcome. So with the data that I'm collecting, how do I enable my business leader to be able to drive business outcome through the use of the data? That's extremely important, and at HPE, we have achieved it, there are two ways, right? Now I have one single ERP, so all the data that I need for what I call operational reporting, get hindsight and insight is available at one place and they can drive their day to day business with that, but longer term, what's going to happen based on what happened, which I call insight to foresight comes from a integrated data platform, which I have control of, and you know, we are fragmenting it because companies now have Databox, Snowflake, AWS data analytics tool, Azure data analytics tool, I call it data torture. CIOs should get control of common set of data and enable their businesses to define better measurements and KPIs to be able to drive the data. >> So data's a crown jewel then, it's crown jewel not-- >> Can we double-click on that because, okay, so you take your ERP system, the consumers of data in the ERP system, they have the context that we've kind of operationalized those systems. We haven't operationalized our analytics systems in the same way, which is kind of a weird dynamic, and so you, right, I think correctly noted Rashmi that, we are creating all these stove pipes. Now, think I heard from you, you're gaining control of those stove pipes, but then how do you put data back in the hands of those line of business users without having to go through a hyper specialized analytics team? And that's a real challenge I think for data. >> It is challenge and I'll tell you, it's messy even in my world but, I have dealt with data long enough, the value lies in how do I take control of all stove pipes, bring it all together, but don't make it a data lake which is built out of multiple puddles, that data lake promise hasn't delivered, right? So the value lies in the conformed layer which then it's easier for businesses to access and run their analytics from, because they need a playground because all the answers they don't have, on the operation side, as you mentioned, we got it, right? It'll happen, but on the fore site side and deeper insight side based on driving the key metrics, two challenges; understanding what's the key metrics in KPI, but the second is, how to drive visibility and understanding of it. So we need to get technology out of the conversation, bring in understanding of the data into the conversation and we need to drive towards that path. >> As a business, you know, line of business person putting that hat on, I would love to have this conversation with my CIO because I would say, I just want self-service infrastructure and I want to have access to the data that I need, I know what metrics I need to run my business so now I want the technology to be just a technical detail, you take care of that and then somebody in the organization, probably not the line of business person wants to make sure that that data is governed and secure. So there's somebody else and that maybe is your responsibility, so how do you handle that real problem? So I think you're well on the track with GreenLake for self-serve infrastructure, right, how do you handle the sort of automated governance piece of it, make that computational? Yeah, so one thing is technology is important because that's bringing all the data together at one place with single version of truth. And then, that's why I say my sons are data scientist, by the way, I tell them that the magic happens at the intersection of technology knowledge, data knowledge, and business knowledge, and that's where the talent, which is very hard to find who can connect dots across these three kind of circles and focus on that middle where the value lies and pushing businesses to, because, you know, business is messy, I've worked on pharma companies, utilities, now technology, order does not mean revenue, right? There's a lot more that happen and pricing or chargeback, rebates, all that things, if somebody can kind of make sense out of it through incremental innovation, it's not like a big bang I know it all, but finding those areas and applying what you said, I call it the G word, governance, to make sure your source is right and then creating that conform layer then makes into the dashboard the right information about those types of metrics is extreme. >> And then bringing that to the ecosystem, now I just made it 10 times more complicated. >> Yeah, this is a great conversation, we on theCUBE interview one time we're talking about the old software days where shrink-wrap software be on the shelf, you wouldn't know if was successful until you looked at the sales data, well after the fact, now everything's instrumented, SaaS companies, you know exactly what the adoption is, either people like it or they don't, the data doesn't lie. So now companies are realizing, okay, I got data, I can instrument everything, your customers are now saying, I can get to the value fast now. So knowing what that value is is what everyone's talking about. How do you see that changing the data equation? >> Yeah, that's so true even for our business, right? If you talk to Fidelma today, who is our CTO, she's bringing together the platform and multiple platforms that we had so far to go to as-a-service business, right? Infosite, Aruba Central, GLCP, or now we call it it's all HPE GreenLake, but now this gives us the opportunity to really be a alongside customer. It's no more, I sold a box, I'll come back to you three years later for a refresh, now we are in touch with our customer real time through Telemetry data that's coming from our products and really understanding how our customers are reacting with that, right? And that's where we instantiated what we call is a federated data lake where, marketing, product, sales, all teams can come together and look at what's going on. Customer360, right? Data is locked in Salesforce from opportunity, leads, codes perspective, and then real time orders are locked in S4. The challenge is, how do we bring both together so that our sales people have on their fingertip whats the install base look like, how much business that we did and the traditional side and the GreenLake side and what are the opportunities here to support our customers? >> Real quick, I know we don't have a lot of time left, but I want to touch on machine learning, which basically feeds AI, machine learning, AI go together, it's only as good as the data you can provide to it. So to your point about exposing the data while having the stove pipes for compliance and governance, how do you architect that properly? You mentioned federated data lake and earlier you said the data lake promise hasn't come back, is it data meshes? What is the architecture to have as much available data to be addressed by applications while preserving the protection? >> Yeah, so, machine learning and AI, I will also add chatbots and conversational AI, right? Because that becomes the front end of it. And that's kind of the automation process promise in the data space, right? So, the point is that, if we talk about federated data lake around one capability which I'm talking about GreenLake consumption, right? So one piece is around, how do I get data cleanly? How do I relate it across various products? How do I create metrics out of it? But how do I make it more accessible for our users? And that's where the conversational AI and chatbot comes in. And then the opportunity comes in is around not only real time, but analytics, I believe Salesforce had a pitch called customer insight few years ago, where they said, we have so many of you on our platform, now I can combine all the data that I can access and want to give you a view of how every company is interacting with their customer and how you can improve it, that's where we want to go. And I completely agree, it ends up being clean data, governed data, secure data, but having that understanding of what we want to project out and how do I make it accessible for our users very seamlessly. >> Last question, what's your number one challenge right now in this post isolation world? >> Talent, we haven't talked about that, right? >> Got to get that out there. >> All these promises, right, the entire end to end foundational transformation, as-a-service transformation, talking about the promise of data analytics, we talked about governance and security, all that is possible because of the talent we have or we will have, and our ability to attract and retain them. So as CIO, I personally spend a lot of time, CEO, John Schultz, Antonio, very, very focused on creating that employee experience and what we call everything is edge for us, so edge to office initiative where we are giving them hybrid work capabilities, people are very passionate about purpose, so sustainability, quality, all these are big deal for them, making sure that senior leadership is focused on the right thing, so, hybrid working capability, hiring the right set of people with the right skill set and keeping them excited about the work we are doing, having a purpose, and being honest about it means I haven't seen a more authentic leader than Antonio, who opens up his keynote for this type of convention, with the purpose that he's very passionate about in current environment. >> Awesome, Rashmi, always great to have you on, wonderful to have you face to face, such a clear thinker in bringing your experience to our audience, really appreciate it. >> Thank you, I'm a big consumer of CUBE and look forward to having-- >> All right, and keep it right there, John and I will be back to wrap up with Norm Follett, from HPE discover 2022, you're watching theCUBE. (gentle music)

Published Date : Jun 30 2022

SUMMARY :

brought to you by HPE. great to see you face to Same here, last couple of is it really that pretty? It is, and the way I put it is, behind the scene, what because of the forced march to digital foundation for the company then and improve on the and KPIs to be able to drive the data. in the same way, which is but the second is, how to drive visibility and applying what you that to the ecosystem, don't, the data doesn't lie. and the traditional side What is the architecture to and how you can improve it, the entire end to end great to have you on, John and I will be back to

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Brad Shapiro, HPE Financial Services | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to HPE. Discover 2022. My name is Dave Lanta. I'm here with my co-host John fur. John we've been watching the evolution of H HP to HPE. We've seen GreenLake when Antonio Neri, I called it. I called it burn the boats. He goes, no, no, no, it wasn't burn the boats. I said, well, okay, burn the bridges. But it was all in on as a service on, on GreenLake. And we're gonna talk about that. Brad Shapiro is here. He's the vice president and managing director of the enterprise business at HPE financial services. Brad. Good to see him. Good to see >>You as well. >>Yeah, you guys got it all started. When, when Antonio kinda laid down, the gauntlet said, this is where we're going. Let's make it happen now. Cause the first place he turned I would imagine is the financial services said, okay, how do we start this today? Can you help us? And they take us back to that >>And yeah, sure. So, you know, uh, yeah, HP financial services, um, it's kind of a foundational element cuz when you think about it, asset management is really what we're doing here. And I know asset management's a, a big word, right? And it can mean lots of things to, to different people. Um, in this context, uh, we started looking at how do customers manage assets over the life cycle and a lot of customers while they were interested in a consumption model and looking at GreenLake for their private cloud, they were certainly looking at public cloud for certain workloads and then maybe even traditional data center for other activities that, that they're running. So it's really that hybrid environment. Uh, but they were stuck going well, Hey, I'm in a CapEx model today. How do I get out of CapEx and really get into this hybrid model? >>And that's where asset management comes in. So one of the, the biggest initial focus is, and we continue to have that focus. We call it our accelerated migration offer and it's really us going in and acquiring the customer assets, moving it on the HPE balance sheet and then figuring out what are we gonna do with those assets, which are gonna stay in use under a consumption model, which are excess. And we can put through our, uh, asset up cycling process, we monetize the majority of that, put that back into reuse and then maybe a small amount gets recycled. So, so really focused on the assets and accelerating customers transition to GreenLake. Did you >>See, or are you seeing a difference between like Le traditional leasing customers who already have kind of on that model versus like what you just described as sort of the, the CapEx was more complicated, you gotta get, I presume procurement involved the legal issues and was there a lot less, was it less friction with the, the leasing customers? Well, >>You know, I, I look at leasing and financing, very similar to CapEx. It's, it's a much more traditional model versus this new as a service experience. Um, so if, if they were in a leasing model, we could convert those leases into GreenLake. I wouldn't say one was any more difficult than the other. Yeah. Um, they were both really traditional mindset, um, and not really looking at a consumption model. So I think we had our fair share of both. And I think we, we have and are able to address both customers moving in into a consumption >>Mode. Right. How does this tie into sustainability? Because you know, we have on one end of the spectrum, the, the high end sustainability, you know, the, the science and sure. And the behind it, tactically speaking companies still now want to operate in this kind of, there's a sustainable angle here. Yeah. Talk about that piece of it. How does that tie in obviously consumption versus CapEx you're building, you're not building, what, what does that thread through the sustainability angle? >>Yeah. So, so first let me just say sustainability is really important to our customers. Um, and, and we're seeing it all over and it is real. Um, the good thing is that you can get business value out of the solutions and have a more sustainable model. So when I think about, and I talk to customers about sustainability, uh, there's a number of fronts they're focused on one, their customers believe it's important, right? So, so they're focused on making sure they're driving sustainable models. Uh, I've seen an increasing number of customers, both commercial and public sector have sustainability requirements in their tenders, in their RFPs. And you have to be able to, to comply with those. Um, second, uh, they, they look at it and go, how do I attract talent? It's increasingly important for them to attract talent. And then really if you, because >>They wanna work for a mission driven company that's >>Sustainable. Absolutely. Absolutely. And, and the third area is investors. You know, the investment community is now looking at ESG and whole and you know, certainly environmental impacts, um, in where they're making an investment. So quick personal story, I was talking, uh, to a friend of mine who works for a hedge fund and he was telling me over the last year, they've hired a whole team. That's focused on just doing analysis of companies, ESG initiatives, determining where they're gonna invest their money. So it's, it's a wall street thing now. So this is real from a number of angles where, where sustainability has an impact. Now, how we play in that. Um, clearly when you go to a GreenLake consumption model, the idea is improving utilization of the asset. So driving higher utilization means you need less assets. You know, over time, the, the secret is we're gonna sell you less, right? >>You're gonna have less assets, but you're gonna have higher utilization. That's good for the environment where HPE Fs comes in is when those assets are done. We put those assets back into reuse. So we have a remark, we have remarketing facilities, one in, in Andover, mass, one in kin Scotland. And then we have 80 different facilities. We have partnerships around the world and our focus is how do we drive more reuse, 85% of the assets we get back, go into reuse. And when you look at servers and PCs and things like that, it's over 95% go into reuse. So a real focus on reuse is good for the environment as well. And then needless to say, the new technology that goes into a GreenLake deal, we're seeing like 30% energy savings coming, coming out of those environments. So all really good stuff related to it's >>Interesting. I mean, a couple points there is one is, you know, Benoff kind of got it all started pre pandemic. He was out talking about, you know, sustainability and ESG. And a lot of people were like, no way. It's all about bottom line profits. And so he was ahead of that. And I guess, you know, back to at least you were, oh, you were always in the residual value game, but now it's a little different, isn't it? Absolutely. It's, it's it's yes. You gotta figure out what the value of that asset's gonna be, but also there's a sustainability aspect of it as >>Well. Yeah, absolutely. And the, the pretty cool thing here is while you drive sustainability, we're also seeing customers that, that go into GreenLake. Um, we had a good example with Kern county, a 42% savings over their CapEx environment when they moved to GreenLake. So it was better for the environment and significant savings. So you can have kind of like have your cake and eat it too. You, you get better environmental, uh, impacts and you're getting better bottom line, uh, performance. >>It's a business case there too do. Now we kind of, I was talking upfront about the, the early days of GreenLake where, you know, they were, it was a financial model. Yeah. And now it's evolving to actually a technology model. We heard Alma with the platform. How has that, or has that changed the way that financial services your >>Group >>Yeah. Approaches the, the, the market. >>Yeah. So, um, yeah, that's a great point. You know, when people talk about GreenLake, they think about the old days. And, and look, I've been around a while. I remember the flex capacity, right? Yeah, of course this isn't flex capacity. I mean, the platform's amazing and it really starts to bring to life the whole thought, when we talk about hybrid, right, there are workloads sure. They might belong best in the public cloud. Right. There, there are workloads that belong best in the private cloud, under the HPE GreenLake model. And there are still workloads that customers may say, Hey, look, I've got legacy applications. I'm gonna continue to run them in a traditional data center. And so from an H P E Fs perspective, you know, we look at this, not as a leasing and financing company, we're looking at this on how do we leverage the customer's existing assets? >>How do we create incremental budget using those existing assets? And then what kind of model best serves that workload? And then how do you optimize the capacity and the spend on that? So, you know, an interesting note in the past year, we put 500 million back into customer budgets by just leveraging their existing it estate. And, and it does, it's not all HPE product, you know, we're, we're, we're monetizing third party products in the data center, in the network, in the workplace. So we can really look at, we call it any tech any time, anywhere we look at all the technology and really assess what's the best way to leverage that investment. Yeah. And, and get the most out of >>It. Yeah. I mean, it's really evolved from just recycling assets for profit, but integrating the business model into the value proposition, the core value proposition in GreenLake. That's great innovation. Um, and, and congratulations on that. Sure. My, my question for you is more kind of zooming out at the market. Mm-hmm <affirmative>, from your perspective in financial services at HPE, what has the pandemic proven to you guys? How has it changed? How you guys work and how has it changed the customer environment? Cuz you mentioned assets. I think real estate. Oh no. One's going back to work. Yeah, no one's been in the office. How has the market changed with hybrids as a steady state now coming outta the pandemic? What are customers doing with the assets? What are some of the trends that you're seeing in the customer base? >>Yeah. So, so look, I'll give you my personal perspective of what I think about as a business leader. And when I talk to customers, I think we're all thinking about the same thing. So I start with experience, what experience do I wanna create for my customers and very closely linked to that, my colleagues, right? So it, the, the people working in our organization, what experience am I creating for them? So they can in turn, create that experience for partners and customers externally. So experience is one thing. The second is innovation, right? We spend a lot of time thinking about what's next? Where do we want to go? What's the innovation and more and more that innovation is all digital, right? So digital transformation is huge within my organization. And it's huge within all of our customers. Dave, I think the last time we talked, I was in my living room on a little laptop screen and zoom and, and I think I use the analogy E every business is now a digital business, even my pizza shop in jerseys. >>Yeah. Right. I mean, everything was online curbside pickup. So what I'm finding is the, the trends in terms of how to leverage technology is how do you create that customer experience? And then how does digital now blend as we're coming out of the pandemic? And, and you're, you know, now able to go into restaurants and stores, how do you blend digital with that in person experience and maybe leverage the best of both. Right. And, and how do you do that in a seamless way to really give customers choice and give them that smooth, seamless experience. So that, that's what I see happening. And you know, what we are trying to do with our asset management plays with the financial modeling we do is how do we get more of that spend going to innovation versus maintenance. And, and that's a big key because, you know, you have to be fast. So I talk about innovation. I talk about customer experience, speed to market. I mean, you know, and the bar keeps getting higher, right? It's like, as soon as you think you're fast, you're slow. We, because you have to keep, it all keeps rolling. >>We heard yesterday on the cube from, uh, one of the HP point, next executives said, you gotta perform and transform >>At the >>Same time at the same time. And you gotta know where the people are gonna land. Absolutely. And how the assets are gonna be distributed. >>And to your point, Brad, you know, from our virtual interview, you're so right. I mean, every business has to be a digital business. And you know, my, my personal story, John, you know, my brother Richie was the executive chef at legal seafood. Right. Pandemic. So then that was a, a place you wanted to go to that restaurant, famous restaurant in Boston when they reopened, they weren't ready. Right. They didn't have the digital story together. They ended up having to, we were just at Smith and Linsky, they ended up selling to Smith and Wilensky's oh, and you, you drive around, you see a lot of these retail businesses is shut down. Yeah. Right. And so, okay. So we're, they weren't able to get through that, you know, cross that chasm in digital transformation. Yeah. A lot of businesses were able to and make it a tailwind. >>Yeah. And, and look, the other thing I think all businesses are focused on right now, uh, with the labor market is talent. And, and so when you think about all of these things tying together, you want to drive, uh, you know, innovation. You want to drive your digital transformation. You wanna make that environmentally sustainable. And, and I think all of that, if you start putting all that together, those are the companies that are gonna attract the talent in the marketplace. And, and really there there's a battle for talent and >>You wanna make it profitable. Uh, Brad bureau. Thanks so much for you. Great to see you face to face. >>Yeah. Likewise. Thanks. Thanks. >>All right. Keep it right there, John. And I will be back. We're wrapping up day three of HPE, discover 2022. You're watching the cube.

Published Date : Jun 30 2022

SUMMARY :

I called it burn the boats. Yeah, you guys got it all started. it's kind of a foundational element cuz when you think about it, asset management is moving it on the HPE balance sheet and then figuring out what are we gonna do And I think we, we have and the, the high end sustainability, you know, the, the science and sure. And you have to be able to, to comply with those. So driving higher utilization means you need less assets. And when you look at servers and PCs and things like that, it's over 95% And I guess, you know, And the, the pretty cool thing here is while you drive sustainability, the early days of GreenLake where, you know, they were, it was a financial model. P E Fs perspective, you know, we look at this, not as a leasing and financing And then how do you and how has it changed the customer environment? And when I talk to customers, I think we're all thinking about the same thing. And you know, what we are trying to do with our asset And you gotta know where the people are gonna land. And you know, my, my personal story, John, you know, my brother Richie was the And, and so when you think about all of these things Great to see you face to face. Thanks. And I will be back.

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Dave McGraw, VMware & Scott Wiest, HPE | HPE Discover 2022


 

>>The >>Cube presents HPE discover 2022 brought to you by >>HPE. Hi everybody. Welcome back to day three, the Cube's continuous coverage wall to wall coverage of HPE. Discover 2022. My name is Dave Lanta. I'm here with John furrier. Dave McGraw is here. He's the vice president in the office of the CTO at VMware. And he's joined by Scott. We, the vice president and CTO of global sales for Hewlett Packard enterprise. And we're gonna talk tech, we're gonna talk integration. Co-creation gens. Welcome to the cube. >>Thank you so much, >>Scott, let me, let me ask you a question on the Scott side on the HP, we had the sales executives on the leaders on the sales side. You're on the CTO side with customers. You're in the front lines with customers green. Lake's got traction. I got this 1600 plus customers, 70 services we heard. And just the beginning, when you're out front of customers, you've got the old HPE now the new HPE kind of developing, what are they talking to you guys about? Cause now you have this cloud layer. I call it cloud operations, architecture shift. Yeah. What is the main conversation that you're involved in? >>I think it's driven by fundamentally that customers want to consume differently, right there workloads are ever evolving. You guys have evolved to meet those and since their consumption methods have changed on how they want and right. A lot of it's agility and, and speed of business right. Has, has dramatically shifted. So I think you'll see HPE GreenLake, you know, obviously as the cloud that comes to you, try to meet the problem where the cloud experience is needed. And I think that's the fundamental shift we've seen. I spent a lot of time with customers here at this conference. And as we've moved from cloud first to cloud smart to cloud everywhere, we're sitting in the intersection of cloud ever and delivering the experience together. And I think that's the heart of most of the conversations that are going on. >>Well, VMware, you guys are on, on a cloud. You guys shifted up with the cloud play. That's accelerated the VMware proposition. Now we have yesterday, we were talking to the city, the storage folks, they're provisioning single pane of glass or storage to customers. And whether they wanna pipe it to S3 or develop at the edge, doesn't matter. It's one console. Yeah. That's brand new. That's shipping. >>Yeah. And you know, a lot of it's driven too. I think the days of trap silos of resources that support one line of business are over. So we're talking about cloud agility everywhere, right. And to be able to embrace the cloud in all the locations. Right. And you kind of see folks move beyond just like there's the cloud, it's everywhere. It's the cloud. And so things like storage and fundamental compute and fundamental network operations that we're working on together, I think are where the customers expect us to be. We no longer can just show up. We have to show up and solve and solve before their needs. And I think that's a unique shift in the experience that's going >>On. So when you go back to, you know, Antonio four years ago now said, okay, we're all in. Yeah. On as a service. And so when you do that, you say, okay, we're gonna, we have services. They're gonna help do that. We have financial models that we can take to market immediately. So let's start there. And I would imagine take, so take us back. That's the point at which, you know, you're, you got email, phone ring, whatever let's integrate from an engineering standpoint go yeah. You know, as fast as you can. So what did that mean in terms of an engineer from an engineering perspective between HPE and, and VMware take us through that progression. >>Yeah. No, thanks for the question in your spot on it started with flexible financing models around metered usage. That was sort of the need at the time to now the expectation of engineered integrated solutions where customers don't wanna be in the system integration business anymore. And that requires engineering right. Requires deep innovation partnership to evolve to where the customer's headed, like before they've thought about it. And you'll see, you know, what we've done with vCloud foundation together and the integration within the HP GreenLake ecosystem, what we're doing with unified hybrid cloud views of what's going on, I think requires deep innovation things we're doing with other projects that we're gonna talk about today. Like Monterey capital thunder, our deep integrative innovation projects, where we've got together to try to solve a big problem cross industry that our customers are expecting us to do. And I think that speaks to the spirit of our long partnership together too. It's a business partnership. Of course it's a customer partnership to solve, but it's an innovation partnership. >>I gotta, I gotta ask about the, um, hybrid, obviously hybrids, the steady state. We're all seeing that now multi-cloud is being kicked around, but it's not, multi-cloud in the sense of workload portability so much. It's more of hybrid stitched together. Um, but it's coming fast with a data plane and yeah. The fabric and control planes. Uh, VMware, you guys are talking heavy about cross cloud or multicloud. Absolutely. So this is now brings up the old school interoperability question, right? So GreenLake sits here on premise. You guys have the edge, you get public cloud together. Where's the cross cloud come in. Where are customers doing when they think about cross cloud or, or multicloud? What is that conversation? Is it, Hey, I got Azure cause I got office and teams and I got Amazon over here and I got my on premise edge. Are they moving towards just being agnostic on cloud or is what's the environment? What, what are you crossing in the cloud? What does that mean across the cloud? Can >>You, I mean, from, from our perspective at VMware on premises, it's VMware cloud foundation, having that available, it's a VMware cloud instance, full STD STDC stack, uh, that is interoperable with our VMware cloud instances at the hyperscalers. And so for us, it's really about putting the management and control planes around that so that customers can easily determine where they wanna place workloads and when they need to burst, they need to scale up scale down. They have the flexibility and we wanna make sure all of these capabilities are available with HPE >>Going forward. What's interesting is that, you know, with, with GreenLake, what I like about what I'm seeing is is that, um, the leveling up of the cloud operation model, it's always been DevOps. We've always saw dev stack ops, clearly being operationally with cloud now on premise and edge with public cloud, it's full end to end operational cloud. If you wanna call it that, what is a key technical issue the customers need to do to get that in place? Is it to be DevOps, is that have cloud native applications, um, what kind of managed services, what's the makeup of that operating model for cloud look like? >>Yeah. I think if you talk to any enterprise commercial account, a top account, they'll they'll, if you, they think about how they run their functions, right. And you got, and you spoke to one of them, you have it ops at the bottom, it's a layer cake, right? You have it ops, everybody's deeply looking for AI ops that can remediate and orchestrate and you guys are on that journey as we are, as you move up to devs and dev SecOps, cuz security's critical, you got financial ops cuz we know economic value matters all the way clear up to cloud ops and Mo ops. What we're talking about is building hybrid operating model cause hybrid, it is simplified it where you're out of the stack, we're doing that together as partners and hybrid cloud is multiple consumption methods, but an operating model is encompass encompassing, cyber resiliency, compliance, economic, operational control. >>That's what we're built and edges in there as well. Right? Folks is, and it's not OT and it touching that's happening too, as we build edge tax, but folks need a simplified way. And as you saw in a lot of announcements here, our job was to bridge the cloud locations, right? So the customer didn't have to back to the portability statement you made, we announced a lot here that will allow you to float back and forth. So you have choice, choice and control control is the me is what every customer wants and they want the right workload at the right place at the right time at the right economic with the right capability. So I think that's in our mission together. Right? So, and >>A big part of engineering obviously is, is futures and roadmap. Yeah. Thought you mentioned Monterey cap thunder, you know, Monterey's kind of the smart Nick. One of the mega trends in the industry is Silicon diversity that handle all these new workloads to help with the edge. You know, capital is like the VSAN of memory as I, I would describe it. It obviously fits in there as well. So talk a little bit about the engineering roadmap, whatever you can share with us and how you guys are working together on that. Yeah. >>Yeah. I mean, those are three key projects for us. So there's constant interaction and integration with the HPE engineering team and the VMware team to make sure we bring those solutions to market with full capability. And for us, ultimately it's taking that technology and having it available in a VMware cloud context so that customers can have a, a consistent experience on premises running VMware cloud running with HPE GreenLake and then two are various VMware cloud suppliers around the world. And it's not just the hyperscalers, right? There's thousands of VMware cloud, uh, you know, partners that we work with manage service providers across the board. So it's, it's a very significant network of cloud. And you know, being consistent allows for mobility of workloads allows for consistency and skill sets for it operators as well. Mm-hmm >><affirmative> yeah. I wanna get into that, um, manage service trend around skill sets, but yeah, I have a, the number one thing that we've got in our, my notes here on multi-cloud challenges and I wanna get your reaction to it real quick, inconsistent infrastructure, API database network, and security constructs are different by cloud. How do you guys view that? And when you go to customers and they say, well, I got APIs that are different. I got different security constructs. What do I do? What does that, how do you answer that, that, that, that objection. >>Well, it's, it's a great call out cuz it is still the ongoing challenge, right? To gets to some of the portability, some of unified model and how they treat resources and consumption. Right? And so we're, we've all gotten together as an industry. You'll see purposely that the hyperscalers are all here at, at the conference, right? We're working on deep integration with all of our partners to make sure the customer doesn't have to. And I think it does extend to the different security models are troubling for customers. We're all working hard on unified security models as well. It's not just a developer saying, I like this set of APIs anymore, right? Or this framework customers need to run tier zero tier one, tier three applications when it really comes down to it and we need to create that unified model together. So, and I think that's really what the, the spirit or the embodiment of hybrid really is. >>When you talk to any customer, who's running a big operation, they're running in that model, right? They're not just doing cool. They want operationally simplicity. And I think you'll see these, these things we're engineering together are going after some of the hard problems, applications are hungry or all the time customers need more and more resources. And I think we would all agree. We've spent a lot of time in industry together when we're all working on sort of systems of record. What I call the shift ride effect is happening. Now we're in systems of interaction and systems of engagement out at the edge. That's the creation point of data. We need to be able to have that unified model all the way through the data path for the customer so they can monetize business value. >>And the data model is coming together. That's right. Where all three of those types of work that's right. There's two iconic names. And the other thing is that their trusted names and you're right, you're solving some of those hard problems making it simpler, but also you people trust that if something goes wrong, you're gonna be able to recover. So guys. >>Yeah. And I, and I'll tell you on the security front, you know, we've worked closely together here. If you look at, you know, VMware strategy of intrinsic security, it's really around going back to the development of our products, making sure there's a secure bill of materials, working with these guys on route of trust. Right? Making sure there's a full stack, uh, solution for our customers. Ultimately >>That's a whole nother cube segment that's bombs and shifting left and supply chain. Absolutely >>Shifting game. Absolutely. Right. Shifting >>Lift we're >>Shifting. Right guys. Awesome story. Congrats on the collaboration. Really appreciate your time in the cube. Thank you so >>Much. Thank you so >>Much. All right. You're very welcome. Okay, John and I will be back right after this short break. You're watching the Cube's coverage of HPE discover 2022 from Las Vegas, right back.

Published Date : Jun 30 2022

SUMMARY :

And we're gonna talk tech, we're gonna talk integration. And just the beginning, when you're out front of customers, you've got the old HPE now the new HPE And I think that's the fundamental shift we've seen. Well, VMware, you guys are on, on a cloud. And you kind of see folks That's the point at which, you know, you're, you got email, phone ring, And I think that speaks to the spirit of our long partnership together You guys have the edge, you get public cloud together. They have the flexibility and we wanna make sure all of these capabilities What's interesting is that, you know, with, with GreenLake, what I like about what I'm seeing is is that, And you got, and you spoke to one of them, you have it ops at the bottom, So the customer didn't have to back to the portability statement you made, we announced a lot here you know, Monterey's kind of the smart Nick. And you know, And when you go to customers and they say, And I think it does extend to the different security models are troubling And I think we would all agree. And the other thing is that their trusted names and you're right, you're solving some of those hard problems making it you know, VMware strategy of intrinsic security, it's really around going back to the development That's a whole nother cube segment that's bombs and shifting left and supply chain. Thank you so Okay, John and I will be back right after this short break.

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Alexia Clements, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hello, everybody. Welcome to day three of the Cube's coverage of HPE discover 2022 we're live from Las Vegas and the Venetian convention center. This is I, I counted him up. I think this is the 14th HP HP slash HPE. Discover that we've done really excited to welcome in Alexia Clements. She's the vice president of go to market for HPE GreenLake cloud services. That's all the rage everybody's talking about. Green, all the wood behind the arrow, as the saying goes, welcome to the queue. Good to see >>You. Thank you so much for having me thrilled to be here. >>You walk up Janet Jackson last night, >>Epic. Wow. She killed it. She was awesome. >>I thought the band was super tight, but the other thing was the place was >>Packed. It was >>Nice. You know, what happens is a lot of time they put the band in the getaway day, you know, and nobody stays, but wow, the, the hall was jammed. >>It was great. It was, you could feel the momentum and the excitement. And it was just a great way to, to kind of end the, the HP discover. So it was great. >>Yeah. I mean, I, I mentioned that we've been to a lot of HP slash HPE discovers and, and this one was different in the sense that I think first of all, 8,000 people, yep. People are excited to get back together, but I think, you know, HPE has a spring in its step and the customers are kind of interested. It's much more focused than some of the past HPE discoverers, which was kind of hard to get my hands around. Sometimes the business was sort of an Antonio's pulled that together. So what's changed since the last time we were face to face. >>We're transforming and hope you all saw that on the, on the floor here. So, um, we're absolutely trans going through a transformation and, you know, I, I think we're, you know, we're shifting to an edge to cloud platform company. And with that, it's, it's how we approach our customers differently and our partners and, you know, we're hoping that, uh, we showed this week and that, that we're different and we're transforming. >>So how do you spend your time Mo mostly in front of customers having conversations about what, what their needs are and aligning is that right? >>Yeah. So, um, I, I lead the, the go to market for GreenLake. So that's everything around how we're driving our as a service go to market strategy, how we're driving programs, enablement, how we're really in the end, how we're executing on that as a service strategy from a sales perspective. >>So what do you hear? Of course, a lot of that involves partners. Yep. Right. I mean, that's kind of the route to market. Absolutely. The HPE prefers for obvious reasons, although others don't necessarily share that, but, but, so what are you hearing from the partner ecosystem and the customers that their biggest challenges are now that we're entering the let's call it the post isolation economy? <laugh> >>Yeah. I mean, the reality is, is digital transformations are hard and I think some customers, um, who haven't necessarily moved forward on it or, you know, maybe they move forward and they're realizing, Hey, I'm stuck and I'm not, I'm not getting to where I wanna be and really, you know, driving that end state. So, I mean, I, I would just say overall, I think things are like, customers are, are struggling if they didn't, you know, they're falling behind a little bit. And I think through the conversations that we're having and through HP green, like it gives customers choice. And so really, um, I mean, what, you know, I spend my time with, and, and when we're talking to customers and partners, it's about helping customers on that digital transformation journey and understanding what are they trying to drive? What business outcomes are they trying to drive and how we can help them get there. So >>I, I often call it the force March to digital yep. With the pandemic. Um, and, and I, I was looking at a survey recently, I think it was put on by couch base. And it was probably on a thousand respondents and it was a CIO survey and they asked who's, who's responsible for the digital transformation at the organization and overwhelmingly it was the it organization. And I said, uhoh, that's the problem now. But it made sense to me because when the economy shut down, everybody went to it and said help, right. Make this work somehow. Right. But, but what, that doesn't seem to me to be the right prescription for a successful digital transformation. Do you agree with that? And what do you see as a successful template for DX? >>Well, I think what, what we see is that really the lines of business are desperate to move fast and they're really looking for their it partners to help them in that journey and, and, and drive, you know, whether it be, you know, drive them, you know, drive orders, drive, you know, they need it to help them in that journey. And so really it's gotta be a partnership between the two organizations. And what we're trying to do with HP GreenLake is kind of abstract that almost. So, Hey, we're gonna give it to you in an, as a service and you're gonna get all of these components. And all you have to think about is where do I need to grow and what are the outcomes that I'm looking for? So that's what it's gotta be. There's gotta be tight alignment, I think between the lines of business and it, and sometimes those two don't know how to talk to each other. >>Mm-hmm <affirmative> so that's another way of, of really trying to speak to the business leaders and say, what are you trying to do? Where do you need to go? And what do you need to get? And, and a lot of times they don't even know what they need to get there. So that's where we need to have those different conversations with our customers to, and that's where we look for our partners to help us in that. So really having those different conversations to progress, um, what, you know, what customers are really looking to, to drive, >>How, how does GreenLake specifically accelerate that transformation? Where does it fit? Maybe you can kind of take us through, you know, a, a generic example of how that works. >>Yeah. I mean, a great example is, you know, especially with the pandemic is desktop, Hey, you now need to, you know, everybody's working from different locations. So, you know, desktop as a service VDI as a service, and, you know, you're putting it in a, you know, per whatever, you know, per you can, whatever variable pricing you want, but think about it, you have that one pay as you go. And so the it organization, all they have to think about is that's my, you know, per, per unit price there. So that's a great example of how we saw, like, especially during the pandemic, that was something that was, you know, a huge area of focus organizations. What's >>The spectrum that you see in terms of, you know, the maturity model, if you will, a digital transformation. I mean, if you weren't in a digital business during the pandemic, you were pretty much out of business. Yeah. And with very few exceptions. Um, and so, okay. So on the one end, you have folks that sort of were forced into it. You, my forced March scenario, others were actually moving quite a bit along before the pandemic, others were kind of given at lip service and maybe doing a few projects. What do you see as that spectrum? >>I think if you're not transforming, you're falling behind. And so everybody needs to be, you know, looking to the future and understanding, you know, really trying to get aggressive on that. And that's what we're seeing. We're seeing companies who, you know, aren't moving fast on that or falling behind. >>Do you see a bifurcation? I'm sure you do those that say, yeah, I want as a service and others that say, look, I I'm really well capitalized. I'm gonna gimme the, gimme the CapEx. I'm gonna put it in and run it myself. And is there a relationship between that approach and their digital transformation maturity, or is it kind of just really their preference? >>I, I mean, for us, we're meeting customers where they're at on their journey and their multi-cloud journey. So some, and, and what I'm seeing is that every customer today has multiple clouds, whether that be their, you know, their kind of, MultiGen it, the, the legacy stuff that they've gotta deal with. They've got stuff in public clouds, and they're trying to really transform and figure out how do I work all of that in like, how do I move forward with that new operating model? And so what I'm seeing is, you know, we're gonna meet customers where they're at on their journey. So some are gonna continue to go down that path in a, how they've always purchased their it. And others are really, you know, more often than not, we're seeing, they want that as a service cloudlike to have all the benefits of cloud, but yet still have it on their prem or in a colo or, you know, at the edge. So I do see some of those customers who are thinking differently, right. That, and they're the ones that are more apt to be a little bit more aggressive on their digital transformation. They're, they're open to the possibility if that makes sense. No, >>It does. It makes total sense. I, I, I think, you know, on the one hand they're a lot of customers are trying to build their own cloud. Yep. Um, so you mention multicloud, I'm not gonna go to Amazon to help me with my multicloud strategy. That's not, that's not gonna be my preferr. Yeah. I might talk to Microsoft about it a little bit. Google's got Antos and that's kind of interesting, but you know, Google's not enterprise, they got good data, but so, but there are other choices out there. Why HPE for my cloud hybrid multi-cloud strategy, give us the >>Sticker. It's, it's the best of both worlds for customers. So it enables them to have the security. It enables them to grow, to, to be in their data centers or in colos at the edge. It allows them to not over provision. It allows them to pay as they go and pay as they grow there's. Um, and then it also really is that ease factor. So it it's that thinking about it as I have, I already, I know what my pricing is. I know what that predictability is from a pricing perspective and what my costs are gonna be. So all of those things really re that all those messages resonate with customers, >>Right? L thanks so much for coming on. We got the trains are backing up super tight schedule today. This is wall to wall coverage of HPE. Discover. Thank you. Thank >>You so much for having me appreciate it. >>You're SU very welcome. All right. Keep it right there. Dave ante is here. John furrier, HPE discover 2022 from Las Vegas. We're live. We'll be right back.

Published Date : Jun 30 2022

SUMMARY :

Welcome to day three of the Cube's coverage of HPE discover 2022 She was awesome. It was you know, and nobody stays, but wow, the, the hall was jammed. It was, you could feel the momentum and the excitement. People are excited to get back together, but I think, you know, HPE has a spring in its you know, I, I think we're, you know, we're shifting to an edge to cloud platform company. So that's everything around So what do you hear? I'm not getting to where I wanna be and really, you know, driving that end state. And what do you see as a successful template journey and, and, and drive, you know, whether it be, you know, And what do you need to get? Maybe you can kind of take us through, you know, a, a generic example of how that works. like, especially during the pandemic, that was something that was, you know, a huge area So on the one end, you have folks that sort of were forced into it. you know, looking to the future and understanding, you know, really trying to get aggressive on that. Do you see a bifurcation? And so what I'm seeing is, you know, we're gonna meet customers where they're at on their journey. Google's got Antos and that's kind of interesting, but you know, So it enables them to have the security. We got the trains are backing up super tight schedule today. Keep it right there.

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Vishal Lall, HPE | HPE Discover 2022


 

>>the Cube presents H P E discovered 2022. Brought to you by H P E. >>Hi, buddy Dave Balon and Jon Ferrier Wrapping up the cubes. Coverage of day two, hp Discover 2022. We're live from Las Vegas. Vishal Lall is here. He's the senior vice president and general manager for HP ES Green Lake Cloud Services Solutions. Michelle, good to see you again. >>Likewise. David, good to see you. It was about a year ago that we met here. Or maybe nine months >>ago. That's right. Uh, September of last year. A new role >>for you. Is that right? I was starting that new role when I last met you. Yeah, but it's been nine months. Three quarters? What have you learned so far? I mean, it's been quite a right, right? I mean, when I was starting off, I had, you know, about three priorities we've executed on on all of them. So, I mean, if you remember back then they we talked about, you know, improving a cloud experience. We talked about data and analytics being a focus area and then building on the marketplace. I think you heard a lot of that over the last couple of days here. Right? So we've enhanced our cloud experience. We added a private cloud, which was the big announcement yesterday or day before yesterday that Antonio made so that's been I mean, we've been testing that with customers. Great feedback so far. Right? And we're super excited about that. And, uh, you know, uh, down there, the test drive section people are testing that. So we're getting really, really good feedback. Really good acceptance from customers on the data and Analytics side. We you know, we launched the S three connector. We also had the analytics platform. And then we launched data fabric as a service a couple of days ago, right, which is kind of like back into that hybrid world. And then on the marketplace side, we've added a tonne of partners going deep with them about 80 plus partners now different SVS. So again, I think, uh, great. I think we've accomplished a lot over the last three quarters or so lot more to be done. Though >>the marketplace is really interesting to us because it's a hallmark of cloud. You've got to have a market price. Talk about how that's evolving and what your vision is for market. Yes, >>you're exactly right. I mean, having a broad marketplace provides a full for the platform, right? It's a chicken and egg. You need both. You need a good platform on which a good marketplace can set, but the vice versa as well. And what we're doing two things there, Right? One Is we expanding coverage of the marketplace. So we're adding more SVS into the marketplace. But at the same time, we're adding more capabilities into the marketplace. So, for example, we just demoed earlier today quickly deploy capabilities, right? So we have an I S p in the marketplace, they're tested. They are, uh, the work with the solution. But now you can you can collect to deploy directly on our infrastructure over time, the lad, commerce capabilities, licencing capabilities, etcetera. But again, we are super excited about that capability because I think it's important from a customer perspective. >>I want to ask you about that, because that's again the marketplace will be the ultimate arbiter of value creation, ecosystem and marketplace. Go hand in hand. What's your vision for what a successful ecosystem looks like? What's your expectation now that Green Lake is up and running. I stay up and running, but like we've been following the announcement, it just gets better. It's up to the right. So we're anticipating an ecosystem surge. Yeah. What are you expecting? And what's your vision for? How the ecosystem is going to develop out? Yeah. I >>mean, I've been meeting with a lot of our partners over the last couple of days, and you're right, right? I mean, I think of them in three or four buckets right there. I s V s and the I S P is coming to two forms right there. Bigger solutions, right? I think of being Nutanix, right, Home wall, big, bigger solutions. And then they are smaller software packages. I think Mom would think about open source, right? So again, one of them is targeted to developers, the other to the I t. Tops. But that's kind of one bucket, right? I s P s, uh, the second is around the channel partners who take this to market and they're asking us, Hey, this is fantastic. Help us understand how we can help you take this to market. And I think the other bucket system indicators right. I met with a few today and they're all excited about. They're like, Hey, we have some tooling. We have the manage services capabilities. How can we take your cloud? Because they build great practise around extent around. Sorry. Aws around? Uh, sure. So they're like, how can we build a similar practise around Green Lake? So again, those are the big buckets. I would say. Yeah, >>that's a great answer. Great commentary. I want to just follow up on that real quick. You don't mind? So a couple things we're seeing observing I want to get your reaction to is with a i machine learning. And the promise of that vertical specialisation is creating unique opportunities on with these platforms. And the other one is the rise of the managed service provider because expertise are hard to come by. You want kubernetes? Good luck finding talent. So managed services seem to be exploding. How does that fit into the buckets? Or is it all three buckets or you guys enable that? How do you see that coming? And then the vertical piece? >>A really good question. What we're doing is through our software, we're trying to abstract a lot of the complexity of take communities, right? So we are actually off. We have actually automated a whole bunch of communities functionality in our software, and then we provide managed services around it with very little. I would say human labour associated with it is is software manage? But at the same time we are. What we are trying to do is make sure that we enable that same functionality to our partners. So a lot of it is software automation, but then they can wrap their services around it, and that way we can scale the business right. So again, our first principle is automated as much as we can to software right abstract complexity and then as needed, uh, at the Manus Services. >>So you get some functionality for HP to have it and then encourage the ecosystem to fill it in or replicated >>or replicated, right? I mean, I don't think it's either or it should be both right. We can provide many services or we should have our our partners provide manage services. That's how we scale the business. We are the end of the day. We are product and product company, right, and it can manifest itself and services. That discussion was consumed, but it's still I p based. So >>let's quantify, you know, some of that momentum. I think the last time you call your over $800 million now in a are are you gotta You're growing at triple digits. Uh, you got a big backlog. Forget the exact number. Uh, give us a I >>mean, the momentum is fantastic Day. Right. So we have about $7 billion in total contract value, Right? Significant. We have 1600 customers now. Unique customers are running Green Lake. We have, um, your triple dip growth year over year. So the last quarter, we had 100% growth year over year. So again, fantastic momentum. I mean, the other couple, like one other metric I would like to talk about is the, um the stickiness factor associated tension in our retention, right? As renewal's is running in, like, high nineties, right? So if you think about it, that's a reflection of the value proposition of, like, >>that's that's kind of on a unit basis, if you will. That's the number >>on the revenue basis on >>revenue basis. Okay? >>And the 1600 customers. He's talking about the size and actually big numbers. Must be large companies that are. They're >>both right. So I'll give you some examples, right? So I mean, there are large companies. They come from different industries. Different geography is we're seeing, like, the momentum across every single geo, every single industry. I mean, just to take some examples. BMW, for example. Uh, I mean, they're running the entire electrical electric car fleet data collection on data fabric on Green Lake, right? Texas Children's Health on the on the healthcare side. Right On the public sector side, I was with with Carl Hunt yesterday. He's the CEO of County of Essex, New Jersey. So they are running the entire operations on Green Lake. So just if you look at it, Barclays the financial sector, right? I mean, they're running 100,000 workloads of three legs. So if you just look at the scale large companies, small companies, public sector in India, we have Steel Authority of India, which is the largest steel producer there. So, you know, we're seeing it across multiple industries. Multiple geography is great. Great uptake. >>Yeah. We were talking yesterday on our wrap up kind of dissecting through the news. I want to ask you the question that we were riffing on and see if we can get some clarity on it. If I'm a customer, CI or C so or buyer HP have been working with you or your team for for years. What's the value proposition? Finish this sentence. I work with HPV because blank because green like, brings new value proposition. What is that? Fill in that blank for >>me. So I mean, as we, uh, talked with us speaking with customers, customers are looking at alternatives at all times, right? Sometimes there's other providers on premises, sometimes as public cloud. And, uh, as we look at it, uh, I mean, we have value propositions across both. Right. So from a public cloud perspective, some of the challenges that our customers cr around latency around, uh, post predictability, right? That variability cost is really kind of like a challenge. It's around compliance, right? Uh, things of that nature is not open systems, right? I mean, sometimes, you know, they feel locked into a cloud provider, especially when they're using proprietary services. So those are some of the things that we have solved for them as compared to kind of like, you know, the other on premises vendors. I would say the marketplace that we spoke about earlier is huge differentiator. We have this huge marketplace. Now that's developing. Uh, we have high levels of automation that we have built, right, which is, uh, you know, which tells you about the TCO that we can drive for the customers. What? The other thing that is really cool that be introduced in the public in the private cloud is fungible itty across infrastructure. Right? So basically on the same infrastructure you can run. Um, virtual machines, containers, bare metals, any application he wants, you can decommission and commission the infrastructure on the fly. So what it does, is it no matter where it is? Uh, on premises, right? Yeah, earlier. I mean, if you think about it, the infrastructure was dedicated for a certain application. Now we're basically we have basically made it compose herbal, right? And that way, what? Really? Uh, that doesnt increases utilisation so you can get increased utilisation. High automation. What drives lower tco. So you've got a >>horizontal basically platform now that handle a variety of work and >>and these were close. Can sit anywhere to your point, right? I mean, we could have a four node workload out in a manufacturing setting multiple racks in a data centre, and it's all run by the same cloud prints, same software train. So it's really extensive. >>And you can call on the resources that you need for that particular workload. >>Exactly what you need them exactly. Right. >>Excellent. Give you the last word kind of takeaways from Discover. And where when we talk, when we sit down and talk next year, it's about where do you want to be? >>I mean, you know, I think, as you probably saw from discovered, this is, like, very different. Antonio did a live demo of our product, right? Uh, visual school, right? I mean, we haven't done that in a while, so I mean, you started. It >>didn't die like Bill Gates and demos. No, >>no, no, no. I think, uh, so I think you'll see more of that from us. I mean, I'm focused on three things, right? I'm focused on the cloud experience we spoke about. So what we are doing now is making sure that we increase the time for that, uh, make it very, you know, um, attractive to different industries to certifications like HIPAA, etcetera. So that's kind of one focus. So I just drive harder at that adoption of that of the private out, right across different industries and different customer segments. The second is more on the data and analytics I spoke about. You will have more and more analytic capabilities that you'll see, um, building upon data fabric as a service. And this is a marketplace. So that's like it's very specific is the three focus areas were driving hard. All right, we'll be watching >>number two. Instrumentation is really keen >>in the marketplace to I mean, you mentioned Mongo. Some other data platforms that we're going to see here. That's going to be, I think. Critical for Monetisation on the on on Green Lake. Absolutely. Uh, Michelle, thanks so much for coming back in the Cube. >>Thank you. Thanks for coming. All >>right, keep it right. There will be John, and I'll be back up to wrap up the day with a couple of heavies from I d. C. You're watching the cube. Mhm. Mm mm. Mhm.

Published Date : Jun 30 2022

SUMMARY :

Brought to you by H P E. Michelle, good to see you again. David, good to see you. Uh, September of last year. I mean, when I was starting off, I had, you know, about three priorities we've executed on the marketplace is really interesting to us because it's a hallmark of cloud. I mean, having a broad marketplace provides a full for the platform, I want to ask you about that, because that's again the marketplace will be the ultimate arbiter of I s V s and the I S P is coming And the other one is the rise of the managed service provider because expertise are hard to come by. So again, our first principle is automated as much as we can to software right abstract complexity I mean, I don't think it's either or it should be both right. I think the last time you call your over $800 million now So the last quarter, we had 100% growth year over year. that's that's kind of on a unit basis, if you will. And the 1600 customers. So just if you look at it, Barclays the financial sector, right? I want to ask you the question that we were riffing So basically on the same infrastructure you can run. I mean, we could have a four node workload Exactly what you need them exactly. And where when we talk, when we sit down and talk next year, it's about where do you want to be? I mean, you know, I think, as you probably saw from discovered, this is, like, very different. I'm focused on the cloud experience we spoke about. Instrumentation is really keen in the marketplace to I mean, you mentioned Mongo. Thanks for coming. right, keep it right.

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Sheila Rohra & Omer Asad, HPE Storage | HPE Discover 2022


 

>> Announcer: "theCUBE" presents HPE Discover 2022. Brought to you by HPE. >> Welcome back to HPE Discover 2022. You're watching "theCUBE's" coverage. This is Day 2, Dave Vellante with John Furrier. Sheila Rohra is here. She's the Senior Vice President and GM of the Data Infrastructure Business at Hewlett Packard Enterprise, and of course, the storage division. And Omer Asad. Welcome back to "theCUBE", Omer. Senior Vice President and General Manager for Cloud Data Services, Hewlett Packard Enterprise storage. Guys, thanks for coming on. Good to see you. >> Thank you. Always a pleasure, man. >> Thank you. >> So Sheila, I'll start with you. Explain the difference. The Data Infrastructure Business and then Omer's Cloud Data Services. You first. >> Okay. So Data Infrastructure Business. So I'm responsible for the primary secondary storage. Basically, what you physically store, the data in a box, I actually own that. So I'm going to have Omer explain his business because he can explain it better than me. (laughing) Go ahead. >> So 100% right. So first, data infrastructure platforms, primary secondary storage. And then what I do from a cloud perspective is wrap up those things into offerings, block storage offerings, data protection offerings, and then put them on top of the GreenLake platform, which is the platform that Antonio and Fidelma talked about on main Keynote stage yesterday. That includes multi-tenancy, customer subscription management, sign on management, and then on top of that we build services. Services are cloud-like services, storage services or block service, data protection service, disaster recovery services. Those services are then launched on top of the platform. Some services like data protection services are software only. Some services are software plus hardware. And the hardware on the platform comes along from the primary storage business and we run the control plane for that block service on the GreenLake platform and that's the cloud service. >> So, I just want to clarify. So what we maybe used to know as 3PAR and Nimble and StoreOnce. Those are the products that you're responsible for? >> That is the primary storage part, right? And just to kind of show that, he and I, we do indeed work together. Right. So if you think about the 3PAR, the primary... Sorry, the Primera, the Alletras, the Nimble, right? All that, right? That's the technology that, you know, my team builds. And what Omer does with his magic is that he turns it into HPE GreenLake for storage, right? And to deliver as a service, right? And basically to create a self-service agility for the customer and also to get a very Cloud operational experience for them. >> So if I'm a customer, just so I get this right, if I'm a customer and I want Hybrid, that's what you're delivering as a Cloud service? >> Yes. >> And I don't care where the data is on-premises, in storage, or on Cloud. >> 100%. >> Is that right? >> So the way that would work is, as a customer, you would come along with the partner, because we're 100% partner-led. You'll come to the GreenLake Console. On the GreenLake Console, you will pick one of our services. Could be a data protection service, could be the block storage service. All services are hybrid in nature. Public Cloud is 100% participant in the ecosystem. You'll choose a service. Once you choose a service, you like the rate card for that service. That rate card is just like a hyperscaler rate card. IOPS, Commitment, MINCOMMIT's, whatever. Once you procure that at the price that you like with a partner, you buy the subscription. Then you go to console.greenLake.com, activate your subscription. Once the subscription is activated, if it's a service like block storage, which we talked about yesterday, service will be activated, and our supply chain will send you our platform gear, and that will get activated in your site. Two things, network cable, power cable, dial into the cloud, service gets activated, and you have a cloud control plane. The key difference to remember is that it is cloud-consumption model and cloud-operation model built in together. It is not your traditional as a service, which is just like hardware leasing. >> Yeah, yeah, yeah. >> That's a thing of the past. >> But this answers a question that I had, is how do you transfer or transform from a company that is, you know, selling boxes, of course, most of you are engineers are software engineers, I get that, to one that is selling services. And it sounds like the answer is you've organized, I know it's inside baseball here, but you organize so that you still have, you can build best of breed products and then you can package them into services. >> Omer: 100%. 100%. >> It's separate but complementary organization. >> So the simplest way to look at it would be, we have a platform side at the house that builds the persistence layers, the innovation, the file systems, the speeds and feeds, and then building on top of that, really, really resilient storage services. Then how the customer consumes those storage services, we've got tremendous feedback from our customers, is that the cloud-operational model has won. It's just a very, very simple way to operate it, right? So from a customer's perspective, we have completely abstracted away out hardware, which is in the back. It could be at their own data center, it could be at an MSP, or they could be using a public cloud region. But from an operational perspective, the customer gets a single pane of glass through our service console, whether they're operating stuff on-prem, or they're operating stuff in the public cloud. >> So they get storage no matter what? They want it in the cloud, they got it that way, and if they want it as a service, it just gets shipped. >> 100%. >> They plug it in and it auto configures. >> Omer: It's ready to go. >> That's right. And the key thing is simplicity. We want to take the headache away from our customers, we want our customers to focus on their business outcomes, and their projects, and we're simplifying it through analytics and through this unified cloud platform, right? On like how their data is managed, how they're stored, how they're secured, that's all taken care of in this operational model. >> Okay, so I have a question. So just now the edge, like take me through this. Say I'm a customer, okay I got the data saved on-premise action, cloud, love that. Great, sir. That's a value proposition. Come to HPE because we provide this easily. Yeah. But now at the edge, I want to deploy it out to some edge node. Could be a tower with Telecom, 5G or whatever, I want to box this out there, I want storage. What happens there? Just ship it out there and connects up? Does it work the same way? >> 100%. So from our infrastructure team, you'll consume one or two platforms. You'll consume either the Hyperconverged form factor, SimpliVity, or you might convert, the Converged form factor, which is proliant servers powered by Alletras. Alletra 6Ks. Either of those... But it's very different the way you would procure it. What you would procure from us is an edge service. That edge service will come configured with certain amount of compute, certain amount of storage, and a certain amount of data protection. Once you buy that on a dollars per gig per month basis, whichever rate card you prefer, storage rate card or a VMware rate card, that's all you buy. From that point on, the platform team automatically configures the back-end hardware from that attribute-based ordering and that is shipped out to your edge. Dial in the network cable, dial in the power cable, GreenLake cloud discovers it, and then you start running the- >> Self-service, configure it, it just shows up, plug it in, done. >> Omer: Self-service but partner-led. >> Yeah. >> Because we have preferred pricing for our partners. Our partners would come in, they will configure the subscriptions, and then we activate those customers, and then send out the hardware. So it's like a hyperscaler on-prem at-scale kind of a model. >> Yeah, I like it a lot. >> So you guys are in the data business. You run the data portion of Hewlett Packard Enterprise. I used to call it storage, even if we still call it storage but really, it's evolving into data. So what's your vision for the data business and your customer's data vision, if you will? How are you supporting that? >> Well, I want to kick it off, and then I'm going to have my friend, Omer, chime in. But the key thing is that what the first step is is that we have to create a unified platform, and in this case we're creating a unified cloud platform, right? Where there's a single pane of glass to manage all that data, right? And also leveraging lots of analytics and telemetry data that actually comes from our infosite, right? We use all that, we make it easy for the customer, and all they have to say, and they're basically given the answers to the test. "Hey, you know, you may want to increase your capacity. You may want to tweak your performance here." And all the customers are like, "Yes. No. Yes, no." Basically it, right? Accept and not accept, right? That's actually the easiest way. And again, as I said earlier, this frees up the bandwidth for the IT teams so then they actually focus more on the business side of the house, rather than figuring out how to actually manage every single step of the way of the data. >> Got it. >> So it's exactly what Sheila described, right? The way this strategy manifests itself across an operational roadmap for us is the ability to change from a storage vendor to a data services vendor, right? >> Sheila: Right. >> And then once we start monetizing these data services to our customers through the GreenLake platform, which gives us cloud consumption model and a cloud operational model, and then certain data services come with the platform layer, certain data services are software only. But all the services, all the data services that we provide are hybrid in nature, where we say, when you provision storage, you could provision it on-prem, or you can provision it in a hyperscaler environment. The challenge that most of our customers have come back and told us, is like, data center control planes are getting fragmented. On-premises, I mean there's no secrecy about it, right? VMware is the predominant hypervisor, and as a result of that, vCenter is the predominant configuration layer. Then there is the public cloud side, which is through either Ajour, or GCP, or AWS, being one of the largest ones out there. But when the customer is dealing with data assets, the persistence layer could be anywhere, it could be in AWS region, it could be your own data center, or it could be your MSP. But what this does is it creates an immense amount of fragmentation in the context in which the customers understand the data. Essentially, John, the customers are just trying to answer three questions: What is it that I store? How much of it do I store? Should I even be storing it in the first place? And surprisingly, those three questions just haven't been answered. And we've gotten more and more fragmented. So what we are trying to produce for our customers, is a context to ware data view, which allows the customer to understand structured and unstructured data, and the lineage of how it is stored in the organization. And essentially, the vision is around simplification and context to ware data management. One of the key things that makes that possible, is again, the age old infosite capability that we have continued to hone and develop over time, which is now up to the stage of like 12 trillion data points that are coming into the system that are not corroborated to give that back. >> And of course cost-optimizing it as well. We're up against the clock, but take us through the announcements, what's new from when we sort of last talked? I guess it was in September. >> Omer: Right. >> Right. What's new that's being announced here and, or, you know, GA? >> Right. So three major announcements that came out, because to keep on establishing the context when we were with you last time. So last time we announced GreenLake backup and recovery service. >> John: Right. >> That was VMware backup and recovery as a complete cloud, sort of SaaS control plane. No backup target management, no BDS server management, no catalog management, it's completely a SaaS service. Provide your vCenter address, boom, off you go. We do the backups, agentless, 100% dedup enabled. We have extended that into the public cloud domain. So now, we can back up AWS, EC2, and EBS instances within the same constructs. So a single catalog, single backup policy, single protection framework that protects you both in the cloud and on-prem, no fragmentation, no multiple solutions to deploy. And the second one is we've extended our Hyperconverged service to now be what we call the Hybrid Cloud On-Demand. So basically, you go to GreenLake Console control plane, and from there, you basically just start configuring virtual machines. It supports VMware and AWS at the same time. So you can provision a virtual machine on-prem, or you can provision a virtual machine in the public cloud. >> Got it. >> And, it's the same framework, the same catalog, the same inventory management system across the board. And then, lastly, we extended our block storage service to also become hybrid in nature. >> Got it. >> So you can manage on-prem and AWS, EBS assets as well. >> And Sheila, do you still make product announcements, or does Antonio not allow that? (Omer laughing) >> Well, we make product announcements, and you're going to see our product announcements actually done through the HPE GreenLake for block storage. >> Dave: Oh, okay. >> So our announcements will be coming through that, because we do want to make it as a service. Again, we want to take all of that headache of "What configuration should I buy? How do I actually deploy it? How do I...?" We really want to take that headache away. So you're going to see more feature announcements that's going to come through this. >> So feature acceleration through GreenLake will be exposed? >> Absolutely. >> This is some cool stuff going on behind the scenes. >> Oh, there's a lot good stuff. >> Hardware still matters, you know. >> Hardware still matters. >> Does it still matter? Does hardware matter? >> Hardware still matters, but what matters more is the experience, and that's actually what we want to bring to the customer. (laughing) >> John: That's good. >> Good answer. >> Omer: 100%. (laughing) >> Guys, thanks so much- >> John: Hardware matters. >> For coming on "theCUBE". Good to see you again. >> John: We got it. >> Thanks. >> And hope the experience was good for you Sheila. >> I know, I know. Thank you. >> Omer: Pleasure as always. >> All right, keep it right there. Dave Vellante and John Furrier will be back from HPE Discover 2022. You're watching "theCUBE". (soft music)

Published Date : Jun 29 2022

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Brought to you by HPE. and of course, the storage division. Always a pleasure, man. Explain the difference. So I'm responsible for the and that's the cloud service. Those are the products that That's the technology that, you know, the data is on-premises, On the GreenLake Console, you And it sounds like the Omer: 100%. It's separate but is that the cloud-operational and if they want it as a and it auto configures. And the key thing is simplicity. So just now the edge, and that is shipped out to your edge. it just shows up, plug it in, done. and then we activate those customers, for the data business the answers to the test. and the lineage of how it is And of course and, or, you know, GA? establishing the context And the second one is we've extended And, it's the same framework, So you can manage on-prem the HPE GreenLake for block storage. that's going to come through this. going on behind the scenes. and that's actually what we Omer: 100%. Good to see you again. And hope the experience I know, I know. Dave Vellante and John

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Pradeep Kumar, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hi buddy. We're back. This is the Cube's coverage of H P's discover a big discover event this year, 2022 in Las Vegas. We're at the, what used to be called the sands convention center. Now the Venetian Dave Lotte for John furrier per deep Kumar is here. He is the senior vice president and general manager of HPE E's point next services where the rubber meets the road services is where it's at. That's that's where the value is. <laugh> right. >>It's absolutely >>Great to see you again, man. Thanks for coming on. Okay. >>Welcome John. Hopefully y'all are having a good time. >>Yeah, it's very nice to be. It was always great to be face to face. Right? It's nothing like it. Yeah, yeah, yeah. You know, we, we slog through two years of virtual and >>It was packed in keynote. Antonio's keynote was jam packed overflow rooms. Yeah. Um, and it was a big room. It wasn't a small room. It was huge. So that's a sign. Yeah. >>People are here good times. Yeah. People love to be here. Yeah. So >>What's the update with, with point next >>It's, uh, lot's happening. Lot's happening, right? Uh, the transformation is underpinned by point next doing the right thing and just, uh, transforming and helping customers to transform themselves as well with the pandemic it just caught on. Right. Everybody wants to do things faster, digitize things faster. And uh, we really bring the technology and the expertise. I think that's this pretty crucial, >>You know, what, what are the, how do you think about success rates with transformations on the one hand? It, it kept the industry going all industries going on the other hand, I feel like a lot of the transformations were rushed. I call it the forced March to digital. Yeah. Yeah. What failures did you see in that? Forced March and, and how are companies course correcting? Yeah, >>Really good question. <laugh> Dave, um, more than half of the transformations fail, right? So there was a BCG study done over 3000 customers over three years around the world. And, um, 57% of the transformations failed. Right. In the sense when somebody start to transform, they, they set it out a set of goals, scope it. This is what it is. They either didn't meet the goal or they spent more money than they should have, or they overshot the timing. Right. Or all of this about, so it's a staggering number, uh, a large piece of them fail. Yeah. Right. So, um, to answer your second question, Dave, so what are we finding out? Why are they failing and what are they, how are they course-correcting I think there's sort of, you know, we speak to customers all the time. So we get an idea of, you know, what's working and what's not working and there's sort of three things that keep on coming up. >>Right. One is, uh, senior management, CEO, CIO, commitment to the north star. Yeah. Right. Hey, are we tied in, are we doing this? The second thing is the, um, the alignment between it and the business and the functions. Right. If you don't agree on the goal set, if you don't agree on the timeline, uh, then it just, you know, don't work. <laugh> the third is expertise. The people underestimate the expertise. You need the discipline, you need to get stuff done. Right. And so these are the three and none of them are technology related. Yeah. I mean, you're heard they're all people related stuff. >>Right. But di I want to get your thoughts on this is a really important point. I love that commentary because what we're seeing as well is that with COVID now we're kind of third year post COVID, if you will. Yeah. I was just getting out of COVID. It caught a lot of people flatfooted. So people who were on a digital transformation either got stuck and fell down or failed, or they had a tailwind going into it and had momentum. They had alignment and they were filling gaps. They kind of crossed over at the right point and could succeed during the pandemic. But many people failed. Yeah. Because they didn't prepare, they didn't have the technology. They had too many gaps. They had antiquated old stuff. What have you learned? Because this is now ignited the services business because no one wants to have that happen again. Yeah. Can you share your experiences with that? With the customers that are going through that learning pain? What are their core issues? Some projects got doubled down on some got killed. Hey, we don't need that anymore. So what, what are the learnings? Well, tell, share us your perspective, cuz this is important. >>Yeah. So people want to do transformation, right? Absolutely. Because it's a must with COVID faster, quickly you want to get, but they also have to run the business because otherwise you don't have the EPS to support the transformation. Right. So it's, it's transform and perform. So we call it within HP perform while you transform and people who got that balance right. Created that flywheel, John >>Don't run outta gas in other words, translation. >><laugh> exactly. So second thing is, so you have a set of people, you have expertise and COVID you started losing people. Great resignation. You heard everything. Then you are trying to balance your people between, do you put them on transformation or do you put them on operating this stuff? This is where companies then now are realizing, Hey, if I put my best guys on transformation, I need to make sure this operations work well. So people are coming to us and saying, Hey, could you operate this one? Well, right. I mean, today we had somebody on stage, in low medical. Right. They, um, they got a ransomware hit and they had been using us, um, to do all the operations. And when hit hit, we were like switched on. They're like, I mean, on stage they're like you guys were golden, took care of the situation. So if you didn't have any extra help of some expertise, then you are really suffering. Right? >>Yeah. We heard this too. From partners we heard during the pandemic, a lot of the partners stepped up the channel and ISV partners. Yeah. Because they could. Yeah. And that was another key point. Yeah. It all comes together. I love to perform and transform Dave, cuz this is about running the business. Cuz you have cyber security as a serious problem right now. Yeah. That's also part of the transformation. Yeah. Where's the overlap. What are the areas that you're seeing, where you gotta operate and transform? Where's the hot zone. So to speak with customers, is it cyber? Is it, is it, uh, data, data? >>I would say clearly data is number one, right? In anything. Now data, data modernization is the key. Otherwise you are not changing your company the way you do things. So we just announced four real big stuff, addressing, uh, data migration. Right. Um, one of the problems so people have is quality of data. Quality of data is not good. They exist in silos. Mm-hmm <affirmative>, it's not in a platform form where you can really take the data, get the insights and use it for your future. Right. I mean that's a key problem, right? Yeah. So you, you hire a few data scientists. They come in, they're doing, they're spending the time on housekeeping data rather than actually doing data science, >>Data engineering, not just wrangling, it's a lot of engineering going on. >>Absolutely. Okay. >>Absolutely. So that's a well known problem. Uh, but as you said before that it's not really a technology problem. I think it's an organizational issue and part of the problem. And I wonder if you're seeing this within your customer base, is this idea that we're gonna try to put everything into some kind of central repository. Yeah. And then we're gonna create a hyper specialized team. That is the goal between the data that you need <laugh> and the insights, right? Yeah. To get the insights. And we're seeing this dispersion of the expertise, which put, putting more responsibility into the line of business, a new data architecture, new organizational thinking. Are you seeing that? Are there particular industries where that's happening more, more quickly where the context which LA is lacking in the centralized team is actually going out to the lines of business where the data quality will be inherently improved. >>Yeah. I think it's like implementing ERP systems. I mean, people who try to create massive data lakes, I don't think it's going to work. Right. Because it's like, nobody has the time to wait for three years until you have structured data in a particular way. The other thing is some of the data companies were take people like that who came in are no more because things are changing at a rapid pace. So anything if you're doing, that's taking too long to get your act together, the market has moved on. You may not be even in that business. So what people are doing Dave is sort of microservices, they're cutting it into pieces and saying, let me get the best, vast, quick, and make it work. And then creating the fly wheel of changing other things that are priority for their. >>So they're getting tactical with their absolutely >>Getting >>Quick wins. Absolutely >>Inviting >>Off smaller. >>Well that's the data. The data thing is, is a cyber problem too. Cuz data is helping cyber, but machine learning feeds off data. Yes. So if you have gaps or blind spots, machine learning isn't as good. So machine learning is only as good in the eye is only as good as the data. Yeah. It can see. Yeah. >>Yeah. >>So that's means it's gotta be fast available, not siloed. So, but you, so this is a balance. What do I silo and protect for compliance. Yeah. And what can I address quickly? Low latency. >>Yeah. If I may add John, the other thing is because there's so many passwords used in the industry. Right. Um, and AIML is one of those, right? So everybody then businesses pick up an area for AI and ML. They do a little pilot, they do a POC and it works well and they're extremely happy <laugh> and then they try to scale it across the whole enterprise. Yeah. And it's a complete failure because most of the time it doesn't work. Right. >>But your data lake comment actually translates over your point there because you can spend, I had a quote on the last event I went to, the quote was we spend all of our time trying to figure out what the latest open source machine learning is. That's a full-time job. So the data lake is heavy lift. Just understand what's going on there. Tracking machine learning yeah. Is a full time job even and changes. >>Absolutely. So >>The change, what does that mean to the customer? That managed services are gonna be part of it? How do the customers tame that moving train that's happening around these really important areas? >>Yeah. So, um, I think, um, customers do need help. So I think they need to be open to ideas of, okay, what is the expertise we need for where we want to get to? And some may be available inside some, they need to go for help outside. I mean, that's a reality, right? So you need to open your eyes and say, I've got, let me put my best people, maybe on transformation. Let me take the people with some expertise, knowledge on different things, right. Mm-hmm <affirmative> and shortsighted companies. What they do is John, they just automate what's their current. And that's not a transformation in the end, you look back and say, >>That's incremental. >>You didn't achieve anything. Right. Because you haven't transformed your processes. You haven't chained the theme, you just automated what the garbage and garbage out. It's the, the same crap that comes out. So >>How much of the work that point next does is, um, I'll, I'll say, you know, consultative in terms of be being that change agent. Right? Cause again, we back think about data. Yeah. A lot of it is, is thinking about the organization. Yeah. Decentralizing, you know, making that decision, uh, thinking in different terms, around data products, um, having the lines of business, maybe take more responsibility for, and, and those are internal decisions. Yeah. And they have customers have, certainly have a lot of expertise around, but they sometimes need a change agent. Do you play that role? Is that a, a GSI that plays that role? >>Yeah. So, uh, it's a mixed bag. Uh, we play the role in some places and then, uh, some SIS would also play, play that role. Okay. Um, more of the point next is if, if you take a customer engagement advisory, professional services, then actually maintaining their landscape and then manage services, which again, sort of you monitor, but you also provide some info on how to manage it. Right. In those three pieces, Dave, the top piece and the bottom piece are the big pieces. Customers want expertise on the middle piece is getting automated because systems are getting smarter. They are self-healing. And in the middle piece, what people want is knowledge. So say for example, you have an enterprise it's not working well. They want it knowledge up front, tell me where it's broken or what do we need to do? And that's it. Right. Um, and they want to fix it themselves. It's just like consumer. Right. So, um, that's the way it's working. >>So the reason I ask that is we we're having a data discussion here. Yeah. And, and I think that a big role that you can play in the data transformation is to provide self-service infrastructure. Yes. Uh, right where the, the technical pieces or an operational detail. Absolutely. Okay. And then the, the second is that you just touched on it is, is, is automated, automated governance and security. So that when I share data, I know that it's going to the right place. That individual has the proper access to it. So those are two sort of white spaces I think. And a lot of organizations where they need help big >>Wide spaces >>Actually. Absolutely. Absolutely. Yeah. And that, that middle please is a complete cloud experience. Mm-hmm <affirmative> right. Everything is going to be digitalized. Everything's going to be automated. And um, so you know, people can use it any way they want, >>Do you see hybrid as a steady state? I mean, know, we gotta wrap up. We don't a lot of time left. Yeah. The real quick hybrid we've been saying here in the cube, it's it's gonna be a steady state for a long, long >>Time. Absolutely. Absolutely. And it would be, you know, OnPrem off Preem multi-cloud but it's going to be hybrid world >><laugh> all right. Hybrid world. >>Thank you so much. Hybrid >>Cube cube hybrid cube >>Was great to have you on you're so articulate and, and it's just wonderful to see you. Thanks. Thanks. >>Thank you. Thanks Dave. >>Thank you, John. And thank you for watching John furry, Dave Valante, we'll be back with the cubes coverage of HPE. Discover 2022 in Las Vegas. Right after this short break we're live.

Published Date : Jun 29 2022

SUMMARY :

This is the Cube's coverage of H P's discover a big discover event Great to see you again, man. It was always great to be face to face. So that's a sign. Yeah. next doing the right thing and just, uh, transforming and helping customers to transform I call it the forced March to digital. So we get an idea of, you know, what's working and what's not working and You need the discipline, you need to get stuff done. They kind of crossed over at the right So we call it within HP perform while you transform and people who got So people are coming to us and saying, Hey, could you operate this one? What are the areas that you're seeing, where you gotta operate and transform? you can really take the data, get the insights and use it for your future. Absolutely. that you need <laugh> and the insights, right? Because it's like, nobody has the time to wait Absolutely So if you have gaps or blind spots, So that's means it's gotta be fast available, not siloed. And it's a complete failure because most of the time it doesn't work. So the data lake is heavy lift. So the end, you look back and say, Because you haven't transformed your processes. How much of the work that point next does is, um, I'll, more of the point next is if, if you take a customer So the reason I ask that is we we're having a data discussion here. And um, so you know, people can use it any way they want, Do you see hybrid as a steady state? And it would be, you know, <laugh> all right. Thank you so much. Was great to have you on you're so articulate and, and it's just wonderful to see you. Thank you. Right after this short break we're live.

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Heiko Meyer & Paul Hunter, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to HPE. Discover 2022. You're watching the cubes, uh, coverage where day two here at Dave ante with John furrier, HaCo Myers here. He's the executive vice president and chief sales officer, newly minted, relatively newly minted chief sales officer at HPE at HPE and Paul Hunter. Who's the senior vice president and managing director of north America for Hewlett Packard enterprise gentlemen. Welcome to the cube. >>Thank you. Thanks having us. >>Hi coach. This is the first time back in Vegas in a while three years. I think it's been. And your first as the chief sales officer. Yep. What's the vibe like how how's, how's >>It feel? I can tell you. It's so cool. Is it you, you walk down the hallway, everybody's smiling and you see people from, you have seen three years ago or in this format on your screen the last three years, I think, uh, what is amazing. We had exactly three years ago, we had this event and Antonio mentioned, Hey, and by end of 20, 22, you will see everything being available as a service. Yeah. And nobody thought about that. We will not meet in person until 2022 at that point in time. Yeah, indeed. And that's what happened that I can tell you, what's the best decision to make an in person event here in vigor with so many people, uh, because it's about, Hey, the change in the market, the demand, the transition. And, uh, so I think it, I, couldn't be more happy to see the last two days and looking for, for the, to the rest of the event, >>Paul, you have a, a, a background in the, the channel, um, and now you're heading north America. What are you seeing in the ecosystem? Is it, is there a difference as HaCo was saying from 2019, is there a different, you know, feeling different conversations? What are you seeing? Yeah. >>Well, the good thing is like, because we haven't been here for three years, you've got a really marked moment of comparison. So you cast your mind back. What were the conversations like? I think three years ago we were talking about cloud services and partners were nodding their heads and thinking, yeah, but the world is gonna continue as normal and we fast forward three years and, uh, the partners are really talking about, uh, proactively how do they build up that cloud services? And, uh, they're also talking about customer experiences as well. We've landed and won new customers. So, uh, that's really sort of thrilling to hear that they're really excited about the journey on with us. >>You know, I'd like to get your perspective on the, what happened during the pandemic, because we saw, um, first of all, you know, zoom and video com saved the internet, uh, had meetings, but the partner, the partners delivered a lot of value. Um, customers had to pivot, or if they had a tailwind, they had, they took advantage of it. Some had headwinds with the pandemic everyone's working at home. So a lot of disruptions for all the companies, but a lot of the partners had success during the pandemic. And because they have that solution. What was the, uh, uh, the learnings that you guys saw during the pandemic, because now with cloud cloud scale hybrid, mainstream, and now steady state people lived it and partners delivered a lot of solutions in hybrid mode. Yeah. In virtual mode. What was the learnings for you guys out, coming out of that with customers and partners? >>I think first of all, we, we all learned during the pandemic that, uh, you can business, uh, do business in a different way, but as well, you learned, uh, how to pivot faster in the digital transformation. This makes a difference. And this creates value. And I think together with our partner ecosystem, we were able to develop faster solutions there while we developed everything as a service and came up with more and more cloud services. The good thing is it resonates. And our history with the partners is I donors, as long as I can, uh, think back in my career. And you only can do that together with the channel partners. And I think they appreciate that. We learn from each other. We do the same enablement from my guys, like from the partner guys and this close relation, I think made a difference, >>You know, in 2019 GreenLake, as a service was really a financial vehicle right now that's, that's evolved. And now, you know, two years on three years on it's actually a cloud service. Absolutely. And so what's the resonance been with customers because I mean, every everybody says they want that cloud experience. They may not all want OPEX. Yeah. But so what have you hearing from customers? So >>First of all, what I hear is, um, not the, if, so the strategy is clear, the customer they'll love it. They like it. They have, they want to have the cloud-like experience and guess what? We have 70 cloud services now. Yeah. And we have announced a lot of new one the last couple of days, but it's not so much that if they should do this, it's more the question, how can we help me to scale faster? Yeah. And, uh, that's the, the, the, the feedback I got the last couple of days, and for us, it's a motivation. We are on the right track. There is, this is a moment where you have a demand from the market and a strategy that fits, and this is so strong and you can do this with the partner through the partners and you see the, the customers, they love it. I have never seen an event where I got so many requests the last two days where I say, I thought that, can you help me to get there faster? It's perfect. >>Yeah. I think, I think it was also a landmark moment when we presented the cloud platform as part of the Antonio's keynote, I've had a lot of partners say this was sort of really marked the moment where we felt there was there's real substance to the offering now. And, uh, I had one of the sales guys relate to me a story where they have a, a, a client in the audience. And, uh, they're thinking about how they might, um, have a relationship with us and through seeing the kind of significance of it for us, we're able to close deals. So that's also, you know, a really exciting thing. We're actually know we're closing deals and, and winning new >>Customers, Hey, being agile and closing deals fast is a good thing. Right? I mean, that's what you guys like. Yeah. >>I mean, that's >>What it, so I, so I love the channel conversation partners because one of the things that I've observed and, and, and, and, and knowing the HP channels so strong, they're obviously they want make money. Gross margin is all about the profit, the profit motive, but the enablement that you guys have, how is that translated into this, this, this shift everyone's aligned behind GreenLake and as a service, cuz this seems to be a good fit for partner. Cause they're gonna go to the customer, the ultimate end customer and bolt on services. >>Yeah. >>How is that going? Cuz this is, to me, seems like a dream scenario for services, which we all know is high gross margin. >>Yeah. Yeah. I think it's a journey. What's a journey for our sales organization. Like it is for the partners, but it's a journey worth to do that. And um, so what, what is our, our strategy to have this together with our channel partners in mind, uh, to, to combine their strengths and they can, we, we have a kind of modular approach so that they can plug in their strengths, their IP, or as well, their services, which makes them sticky and, uh, relevant to the customer. And it drives profitability. And I think that's the, the, the secret behind the model, working with the channel, not, uh, separate to the channel. And I think this resonates this story, it's, it's a journey. And, uh, we learned a lot the last three years how to sell it. We, in the past we were selling, uh, transactional hardware. Yeah. Now we are selling services, cloud services, like you mentioned different game and this is an enablement. And we, we, um, we offer the same trainings we are doing with our folks to our channel partners because we are together in this journey. >>Yeah. It, you, you described it really well. And uh, so did, Hico essentially, this is, it requires a lot of persistence because you, you're not gonna get it right the first time. And so we now seen partners try and fail several times, but now try fail and succeed. So that's exciting. Um, and also I think what we're also seeing is partners is doing quite a good job of building services that integrate into the cloud services. So they're right into the APIs. I was, I was with a meeting with a partner called CBTS and they talked about the whole of their services portfolio now is embedded in, in GreenLake. So that certainly was not the case three years ago. >>Yeah. And the other, the big tailwind too, as you got the open source software movement, you're seeing, you know, the ability for partners and ultimately the channel being software enabled they're adding services, not just professional services, but cloud services where they have the domain expertise. Yeah. They're close to the customer. Yeah. And they could really be, um, customizing solutions. Um, and that's gonna always be great for the customer. The question I have for you guys is do you see that domain specialism with machine learning and with software, do you see partners start to get vertically focused and like, and start, get more targeted towards save verticals? >>Yeah. >>You go, no, go first. Yeah. >>Well, again, I was, uh, it's funny, your questions are completely resonating with the conversations we've been having all day. Like I was with our partner called connection and they're talking about how do they build practices in four areas? And they're, I'm quite closely allowed to aligned to our areas of edge cloud and data. Um, they have another one which is also workplace transformation. So, and they're thinking, how do we add expertise? How do we hire, recruit and retain the best talent? And, uh, that again, that wasn't a conversation we were having two, three years ago. So where partners really add value to us is through their services and their expertise and progressive partners are hiring and doing that. >>Yeah. And this transformation I mentioned earlier, it's selling outcomes, business outcomes for the end customer. And, uh, I think selling outcomes means you need to be specialized in something, be it on a domain area or be on a vertical. And I think, uh, when you focus on that, uh, that's the best way you can add value to a customer. This creates this trust, this trust relationship. Yeah. >>So edge cloud and data, obviously, I, I think edge, you guys, you got sending stuff and outta space, that's the ultimate edge. So you got some proof points there. Deep edge, I think. Deep edge. Yeah. >><laugh> I is very good. >>I think cloud, you showed the console Alma. It was very, had a very clear and strong platform message say, okay, now go build the data piece to me is the least mature when I walk around. Although I did see Starburst. Yeah, yeah. Out there. I think Starbursts a very advanced leading edge thinker. So that was a good sign. What do you see as having to happen to really build out that data ecosystem now? >>So I think what is important, this, this is all connected to each other edge cloud and data. And at the end, it's about, uh, how we can create insights out of the data, uh, and uh, where they, they live, where they come up, the data, how we structure them, how we get insights out of the data. So I think this is an area we see much more. It's not only about AI, but it's about having a data strategy as a customer. This is one of those areas. We have customer advisory bots that tell us, Hey, help us. We want to create our data strategy. And this is something where I think we can play together with our partners to really create value, get these insights out of the data. >>Are you hearing conversations where cus customers or partners are saying, okay, I wanna get insights out of the data, but I actually want to build a data business. I wanna build data products on, on, on GreenLake. Are you hearing that yet? >>Yeah, we are. Um, particularly the sort of, we, we think of them as sort of information, um, modern companies, um, they're building out new service lines. I mean, you, you, we see it in a lot of industries. Now you can see like how car manufacturers are increasingly thinking about how do they monetize their data, they're getting from it. And, uh, so there are new businesses being established, like in lots of different verticals. Pharmaceuticals will be another one where, um, traditional players are really being challenged and there are big businesses growing very rapidly based off data. So we're seeing it quite extensively. And, and we have to think about how do we access those new customers? How do we intersect them? And it's not just the people that we've been dealing with for 10, 20 years. They're very new companies, >>Which, which announcement's got the most buzz in your conversations with customers, partners. >><laugh>, it's funny. So I, I had, uh, when, when, when I started my conversation at a couple of, uh, meetings now, the last two days always started and said, what, what resonates? Yeah. And first of all, the funny thing is everybody told me the clarity of the message, the strategy second, uh, the consistency that we do, what we promise to do. Um, a couple of them, I know that down ISS, private cloud enterprise, uh, it's a great solution here. And, uh, then, uh, what, what I hear as well with our clarity and the strategy we are leapfrogging the competition. That's what I get out of these meetings. And I think that's the best compliment we can get for the two days. Yeah. >>Yeah. And I think the platform and the conversations around machine learning, AI, we even had an HP executive talk about quantum. Yeah. So you guys are already starting to think about what's around the corner. And I think if the platform works, the test will be, and the results will be enablement ecosystem will be flourishing, and we're gonna watch that. So I wanna get your, your take on the early, um, shift. Cause I think this year with GreenLake and the platform it's, it's maturing enough to the right. No doubt about it. We see the momentum, but there's still a lot more to do than go. So how do you guys envision the ecosystem developing? Because that'll be the true test, the flourishing, cuz if you enable people will get value out of it and it's gotta be a step function, not incremental value. >>Yeah. I think we, we, we, we always talk about, Hey, we landed and then we expand from there. That's the beauty of the model. And the good thing is there's no window looking for the customer. So they are free. That's a modular system. And what we see it's uh, really first of all, to understand the customer digital journey, where are the journey and they're all in a different place. And we have this digital, uh, uh, next advisor workshops when we have this anchor point mm-hmm, <affirmative>, you start there, you really can grow. And then you add workloads based on where the customer sits, what are the partnerships we have to bring to that? So it's really a model which starts and is, uh, designed for the future. >>The field must love it. The folks in the field, we love it. Yeah. You guys love that. Absolutely. Yeah. Yeah. Give it the customer plan future and >>I can tell you the partners love it the, well, yeah, >>Got it. When I talk to CIOs, I, I, and I ask them, you know, what's changed, you know, with Ukraine and supply chain and inflation and rising interest rate, what's changed in terms of your assumption from the beginning of the year, you know, let's say, you know, in, in terms of it spend and they're saying, well, not a lot, actually we're gonna continue to spend, we are reprioritizing. You know, we got, we're taking Robb a little bit from over here to put it into security. Yeah. Okay. But generally speaking, it's, it's the same as we expected, let's call it six, 7% growth, which is pretty good on top of last year. Um, and, and maybe there's some dry powder there, depending on how business goes. It also seems like there's, there's a lot of headwinds at the macro and B to C you know, some of the consumer companies, but B2B is booming. >>So I think >>That what do you guys are seeing? >>Absolutely. I, I completely agree that the demand will continue. Mm-hmm <affirmative> for different reasons. It could be a little bit shift within the demand as you described, but, uh, they know exactly they're on a journey in the digital transformation. If they stop now, they have a competitive disadvantage. So they are wisely in investing. So I think that the, the demand will stay here. Yes. Everybody talks about macroeconomics recession. Uh, we are confident we will see in our B2B >>Part continued demand and they're well capitalized as are a lot of the ecosystem partners. >>Yeah. And it's not a nice to have. It's a must have, I mean, I dunno of any customers that are deinvest in technology, deinvest in the life blood of their business >>Business. Exactly. Guys, thanks so much for coming on the cube. Great. Great to see you. Yeah. Congratulations on being here and, and, and best of luck with all the follow up from the show. I'm sure that lot we're gonna update next year. You see how it turned out? Yeah. >><laugh> numbers >><laugh> thanks for having us. Thank you for watching this segment. This is Dave ante for John furrier, the cubes coverage of HPE discover 22 from Las Vegas. We'll be right back.

Published Date : Jun 29 2022

SUMMARY :

He's the executive vice president and chief sales Thank you. This is the first time back in Vegas in a while three years. Hey, and by end of 20, 22, you will see everything being available as is there a difference as HaCo was saying from 2019, is there a different, you know, Well, the good thing is like, because we haven't been here for three years, you've got a really marked moment of comparison. So a lot of disruptions for all the companies, but a lot of the partners had success during the pandemic. And I think together with our partner ecosystem, And now, you know, and this is so strong and you can do this with the partner through the partners and you see the, So that's also, you know, a really exciting thing. I mean, that's what you guys like. but the enablement that you guys have, how is that translated into this, this, Cuz this is, to me, seems like a dream scenario for services, And I think this resonates this story, it's, it's a journey. job of building services that integrate into the cloud services. with software, do you see partners start to get vertically focused and like, and start, get more targeted towards Yeah. And, uh, that again, that wasn't a conversation we were having two, three years ago. And I think, uh, when you focus on that, uh, So edge cloud and data, obviously, I, I think edge, you guys, you got sending stuff I think cloud, you showed the console Alma. And at the end, it's about, uh, how we can create insights out of the data, uh, Are you hearing that yet? And it's not just the people that we've been dealing with for 10, Which, which announcement's got the most buzz in your conversations with customers, And I think that's the best compliment we can get for the two Because that'll be the true test, the flourishing, cuz if you enable people And the good thing is there's no window looking for the customer. The folks in the field, we love it. at the macro and B to C you know, some of the consumer companies, but B2B is booming. So I think that the, the demand will stay here. technology, deinvest in the life blood of their business Guys, thanks so much for coming on the cube. This is Dave ante for John furrier, the cubes coverage of HPE discover 22

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Brad Parks, Morpheus Data & Bryan Thompson, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hi everybody. Welcome back to the Cube's coverage of HPE. Discover 2022 from the Venetian convention center, formerly the sand convention center in Las Vegas, Dave ante, with John furrier. We're here with Brad parks. Who's the chief product officer at morphia data and Brian Thompson. Who's the vice president of GreenLake cloud product management at Hewlett Packard enterprise gentlemen. Great to see you first time on the queue first time. Wow. I just assumed we've known each other for, so >>We've been around a long time now. I'm happy to be here and thanks for, thanks for making the >>Time. Yeah, you've put a lot of people on the queue, but Morpheus data, when we, you know, we first met, I mean, with your new role here several years ago, tell, give us the update what's Morpheus do, why are you, so why does people, why do people need Morpheus? Think >>People need Morpheus, cuz it is messy, right? Technology promise, you know, simple, better, faster, but it's only gotten more complex, more heterogeneous over the last decade. We are a unified orchestration and automation platform that makes kind of the, the messy labyrinth that is enterprise. It kind of simpler to navigate primary use case. Self-service for developers who wanna push a button, get a database and an abstract deployed into their on-prem or their public cloud without having to wait on it. >>So you've, you've, you've been through the hyper-converged world. You've seen all that hardware come together. The VMware Nutanix of the world's kind of hardware. Now you got this software abstraction where you got operations, you've got AI, you got all kinds of ops AI ops dev ops data ops ops machine, >>You >>Know, they're all there. And so you got developer environments, you got operating environments. It's just getting more complicated at scale. Yep. This is a huge challenge. You guys are tackling this and then by the way, throw in automation in there too. Right? So, so all that's kind of coming together. How does self-service work put all that complication? >>Well, so I was just talking about Robert Christiansen. I know he's probably think he's been on the Q he's on S team and the ven diagram that we see in hundreds of enterprises we talk to is there's a need for central platform engineering at an enterprise to enable developers, to hit a button, get their database, run an I API line, you know, get their app stack deployed. They also wanna do the same thing with Kubernetes, right? Micro clusters deployed, you know, at a service, same thing with Terraform and Ansible. And they're just there aren't enough skilled operators who have moved up that stack. So you have to automate and canonize that knowledge and, and make it easy. >>Brian, one of the sort of pillars of GreenLake is, and as a service is data and we see a change in the way data is data platforms are being architected, data organizations. And one of the things that is a critical principle of sort of what we see as the new data era is self-service infrastructure where the operation of the technical details are an operational detail, not the be all end, all, you have to go beg and get data out. Okay. So you guys are building out, I think, consistent with that principle self-service infrastructure. That's right. So where does Morpheus fit in, in terms of that objective, what's your relationship like and, and help us understand >>That. Yeah. Within GreenLake, specifically think of this as a broad portfolio of different as a service offerings. Part of that key is meeting customers where they are and where they want to be. So we have that array of things which are fully self-service if you will, but serving an it admin type of persona. So it's where as a enterprise, I still have those resources. I want that granular of control all the way through, how do we deliver some of our more advanced cloud services, really trying to serve the end user to your point, how do I empower application owners, developers to, to bring in and, and work with those services? This is key in, in some of those cloud services, we're delivering more of VSC is a key component that we work as we bring to again, provide those interfaces. How do I provide everything from API CLI through a gooey experience that can span across multiple form factors, bring together that more of a homogenous experience? >>What, what options are out there to solve this problem today? I mean, what are the best practices? Is it do it yourself? Is it, you know, a little bit of VMware here, a little bit of, you know, other tooling there, what, what do you see out there in the marketplace? >>I'll give kinda my perspective kind of yeah. Outside the, the tools that we see when we walk into an enterprise, you've got a company that's got a lot of VMware, maybe a little Nutanix, we've got some AWS, they wanna use OpenShift for their clusters. They got Terraform Ansible, and they got service now. And there's a, there's a poor it ops team in the middle, trying to wire all that together. And each of those domains have tried to go up this hill, right. VMware's done with vRealize automation, you know? Yeah. OpenShift will say no where the way, and you use cube vert to >>Do your virtual service now will say the same thing. Right? >>So our goal is, you know, we started in the middle right. Middle out, right. We started unifying that for self-service for developers and finance teams. And we're we're agnostic. We don't have a dog in the fight, right. We don't have a hypervisor business, a hardware business, an ITSM business. We're all about bringing the pieces together. But that said, we work with partners like HP, you have a footprint of thousands of customers who are solving that same problem and need to need to move up stack. So it's been a good win-win. So >>You're not trying to be the cloud operating system per se. I mean, right. The way, the way a VMware wants to be, or you could even argue, well, I guess open, you >>Got, you got the hyperscalers coming down, you got VMware moving up. But again, they all at the end of the day are trying to control their cash cow, right. Their hardcore business. We wanna make them all transparent. So >>Your bet is it's gonna be all of the above. Yeah. That's not gonna change. Right. That's the complexity is, is that right? Or do you think they're gonna consolidate? >>No, I think there's definitely something to that. I also think there's enough. Disparate. Technology's not gonna be one size fits all or one to rule them all. In fact, I think that's part of the examples in the past, like private cloud is we announced yesterday private cloud for enterprise. It's not a new term. People are doing that for quite a while now, but they are typically fairly brittle hand rolled disparate technologies, some poor it team trying to hold it together. So where we can provide that kind of life cycle management in a cloud operating model, remove that complexity and provide that stability. And in that experience across what will be interchangeable parts at times, I think that's really that direction in, >>Yeah. You guys talk about this whole starting in the middle. I like that because there's a skills gap as well. Right. Not only is there for a challenge on it that transforms, there's not enough. People actually know how to manage a Kubernetes cluster spin one up. Yeah. So there's been a rise of managed services. We're seeing come outta the woodwork almost in all areas where it's complex. Yeah. How does that fit into the makeup of as customers, engineer or rearchitect or, or just evolve to edge on premises and public cloud? Yeah. In a cloud operating way, because if I got managed service, do they just plug in, I mean, new orchestrating services, managed services all the above, take us through this dynamic because we're seeing more and more customers saying, just gimme the service. Yeah. >>I, I know manage perspective. This, this kinda goes back to that portfolio of meeting customers where they are. There are some that, that have that expertise in house they're opinionated. They just want a different consumption model. But on the other side of that, it's difficult to attract and retain that type of talent. And if I have limited resources, am I gonna focus on the care and feeding of that underlying infrastructure? Or am I gonna try to up level and focus on things more strategic to the business? So that's where we've certainly been focusing. And I think this type of management capability is what feeds into that. Right? >>Talk about the trust aspect, because if I'm gonna go manage service, it better work. I need to trust it. It's not a zero trust environment. It's actually a trust and verified, but you're seeing the software supply chain is a big discussion point. Developers don't wanna have to get back off their CDC pipeline to go in and manage stuff. So a managed service has to be verified. Yeah. There's a huge trust factor in there. How does what's the status of this now? Is it real? >>I think one of the, one of the pieces we see in terms of trust organizationally, I mean, people in process is always harder than the tech usually. And, and a lot of the trust is just internal. You get, you know, developers don't trust the ops team, right? Security doesn't trust anybody, you know, finance doesn't trust, you know, who's billing them. Part of what we do as a stack is we give each of those stakeholder groups, the ability to get their core needs met without getting each other's way. And from a delivery perspective where we partner with HPE is we are, you know, we're a platform framework, we're a technology provider we're inside, you know, products like the private cloud. We work their GMs team, the manage services team. If they wanna take on more of that operational concern, right. They use us or if the customer wants to manage it themselves. So we we're all about enabling them at the end of the day. And, and HP brings >>And how hard bread is it to unify? UN unification is a great word. I love let's unify everybody. Right. So how, how hard is that? Can you scope that problem statement for us? What does that mean? >>I'll separate it from a technology perspective and then the people process. So a lot of the traditional people that have played in that space that do it yourself, you mention right. Scripting it all together is hard, right? And if you change from cloud a to cloud B, you're set back six months, like why we exist is we wanna very quickly pull the pieces together. We can usually get a POC up and running in about two hours, right? That's a, self-service VMware private cloud, right? That doesn't mean you've solved the organizational inertia. You know, that's, that takes time, weeks, months. And that's where people are like Accenture GreenLake, other SI other channel partners bring that together to, to help make that change happen. >>How mature is the platform? Where are you in terms of determining product market fit? Are you, are you scaling at this point? >>Well, the, the great part about our origin story, right? We got our start as an internal tool set inside a two and a half billion dollar private equity firm that was transforming it at dozens of companies. So we were built for the use case product market fit happened, cuz a bunch of guys needed to get their jobs done. So we've been an outbound since 2015, right? We were top of the stack ranking, you know, all the MQs, all the quadrants, all the analysis. So we think we're their product market fit. The nice thing is customers have actually moved to where we are. Right? Five years ago, cloud management meant cleaning up the lift and shift mess. Now it's automation platform engineering. So it it's a fun time. >>It's it's operational. Yeah. It's they're operationalizing it. >>What's your go to market model. Maybe you could double click on those through >>Partners. So honestly through HP is a big one. We're small, right? We want to be the best unified platform we can be. Our go to market is via technology partners like HPE, right? The other systems integrators, other channel partners globally. So, so yeah. It's >>So then you've got kind of a tiger team overly. Yep. Salesforce is that, that >>Yeah, we've got teams globally. So we've got about 700,000 workloads under management around the world. About 70% of those are OnPrem VMware Nutanix. The rest are up in the public cloud. So we work with partners, solution providers, services, engines to, to help deliver that to >>Customers. What do you make of the 61 billion acquisition of VMware from Broadcom? >>We're, you know, I think your analysis was spot on. It is gonna be a, a war of, you know, what is the, the most profitable to that new Broadcom business and things like vRealize automation, some of these fringe products that are core at a customer use cases, but may not be driving a lot of bottom revenue for VMware, I think are gonna be gonna be on the bubble. And we've seen more interest in the last few weeks from people who just want to hedge their bets. Right. They want to be able to switch from hypervisor a to hypervisor B or cloud a to cloud B without being locked into anyone's stack. And that is, that is why we exist. Mm. >>You wanna comment on that? >>I mean, it's, you know, for HP and from a GreenLake and even just historically, right. It's about customer choice. Mm. We have a strong relationship with VMware. Sure. We have, I don't know how many bajillions of servers out there running VMware that we, we support with. So, you know, it's, it's, it's all just looking at that ecosystem and helping deliver those customer solutions and outcomes is our focus. Yeah. >>Thank >>You. Brian. Talk about the GreenLake success with partners. We're seeing ecosystem is a big part of that and we know the formula for ecosystems create value. What is the pitch that green lakes making to the marketplace right now to attract more folks to build and or integrate into the >>Platform? Yeah. I mean, GreenLake started with a, a vehicle of how do I start to deliver an OPEX model, a consumption model for traditional infrastructure that we've been providing more and more as the services and solutions really have emerged and evolved. It's gone from, how do I just give you kit and a consumption model for it to now looking at embedded solutions with third party ISV software building or wrapping those services around it, really delivering outcomes and solutions you're seeing. And hopefully you'll solve just from announcement more and more of that, where we have kind of turnkey solutions with key partners, how do we bring a marketplace ecosystem together? How do we help enable those kind of full solutions? Because we're not gonna build it all ourselves, right. We wanna make sure that we can deliver those outcomes. >>So marketing is often and should be ahead of the actual product, early days of GreenLake. It was really a, you know, financial model. Sure. Right. Where do, where do you see GreenLake today? How far is it matured? We saw some of the, the announcements yesterday. We saw some demos. Where are we at? >>Yeah. So this actually, I think really the exciting part is you might have heard Antonio refer to as that journey to one each of our different businesses within green or within HPE, they've all been building these cloud services in GreenLake enabled services. But as you saw Alma share the path to the HPE GreenLake cloud platform that really is bringing these services together into a functional platform, right? Common identity, common telemetry services, bringing these together as now, integrable interoperable services. Like you're starting to see that come together and you can really see the Chrome trail of, of where we're going with a very powerful hybrid cloud experience, right? Spanning private public on-prem colo and a, and a full solution set within there. So it that's, that's the exciting part >>For me and Brad Morpheus will be a capability inside of GreenLake that a customer can consume. Do you have to write to GreenLake APIs to enable that? Or is it, is it more just certify that you work inside a GreenLake? What has to get done? I'll say a lot >>Of what they've done is actually written into, into our APIs. Like we've normalized hybrid it. We have a, a database model of every load balance or a cloud endpoint automation tool. So we are, we're all about making it easier to consume it. And the vision that Alma and HP has around GreenLake fits very well with why we exist. So they're able to extract metering data from our, you know, from our API, we know who provisioned what, where how much they spent. So we're a good repository and platform partner for them to, to build on. It's >>Great for that console that you guys have. Yeah. >>You got the, you got the open APIs, you publish those, you guys take advantage of 'em and then sure. Boom. Then you can consume. Got it. All right, guys. Hey, great to see you again, red. Thanks for, for >>Coming on. Thanks. Thanks for having us on >>Our pleasure. Great stuff. Congratulations. Okay. Keep it right there. This is Dave Valante for John furrier. Are you watching the cubes coverage of HPE discover 2022 from Las Vegas? We'll be right back.

Published Date : Jun 29 2022

SUMMARY :

Great to see you first time on the queue first time. I'm happy to be here and thanks for, thanks for making the you know, we first met, I mean, with your new role here several years ago, tell, Technology promise, you know, abstraction where you got operations, you've got AI, you got all kinds of ops AI ops dev ops And so you got developer environments, you got operating environments. So you have to automate So you guys are building out, I think, of VSC is a key component that we work as we bring to again, provide those interfaces. VMware's done with vRealize automation, you know? Do your virtual service now will say the same thing. But that said, we work with partners like HP, you have a footprint of thousands of customers The way, the way a VMware wants to be, or you could even argue, Got, you got the hyperscalers coming down, you got VMware moving up. Your bet is it's gonna be all of the above. And in that experience across what will be interchangeable How does that fit into the makeup of as customers, engineer or rearchitect But on the other side of that, it's difficult to attract and retain that type of talent. So a managed service has to be verified. And from a delivery perspective where we partner with HPE is we are, you know, And how hard bread is it to unify? So a lot of the traditional We were top of the stack ranking, you know, all the MQs, all the quadrants, all the analysis. It's it's operational. Maybe you could double click on those through We want to be the best unified platform we So then you've got kind of a tiger team overly. So we work with partners, solution providers, services, engines to, What do you make of the 61 billion acquisition of VMware from Broadcom? a war of, you know, what is the, the most profitable to that new Broadcom business and I mean, it's, you know, for HP and from a GreenLake and even just historically, right. is a big part of that and we know the formula for ecosystems create value. how do I just give you kit and a consumption model for it to now looking at embedded It was really a, you know, financial model. So it that's, that's the exciting part is it more just certify that you work inside a GreenLake? So they're able to extract metering data from our, you know, from our API, Great for that console that you guys have. Hey, great to see you again, Thanks for having us on Are you watching the cubes coverage of HPE discover 2022 from Las Vegas?

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Fidelma Russo & Latha Vishnubhotla, HPE | HPE Discover 2022


 

>> Announcer: theCUBE presents HPE Discover 2022 brought to you by HPE. >> Welcome back to Las Vegas, everybody watching theCUBE's coverage of HPE Discover 2022 in Las Vegas, this is day two, my co-host John Furrier and I, are pleased to welcome Fidelma Russo, who's the CTO of HPE, somehow newly minted CTO and Latha Vishnubhotla, who's the Chief Platform Officer of HPE, a lot of talk about platform, ladies, welcome to theCUBE, great to see you. >> Thank you >> Good to be here. >> So Fidelma, your awesome keynote yesterday really, it's starting to become clear, you're building out a platform, your job is to create that platform so that others can build value on top of it, maybe describe sort of how you see the role. >> Yeah, so it's a bit of non-traditional CTO role, you know, I have the CTO innovation aside but I also am building the platform and also the security piece to the platform. So, because you guys know me for a long time, I love to build products and so this is I get to build the platform and then I work with all of the different business units on taking their offers. First of all, kind of looking at, do they make sense? You know, are they adding to the platform? Do we have overlap in the portfolio and how do they come onto the platform and how do we make sure we have a consistent user experience all the way from the offer all the way through, you know, from the life cycle of that particular offer from, you know, just browsing the offer to actually using the offer to getting support on the offer. >> And a lot of that is ecosystem enablement, right? I mean, you're looking at that as well as do you consider that part of the portfolio in terms of some of those overlap discussions and where you leave off and they pick up on? >> So we have, you know, HP, I mean, we have, it's a partner first organization that helps us get our breadth and our scale across, you know, the globe and so basically the partner, when I say customer, I kind of mean partner as well and so, the partners, you know, we are working closely with a number of them to build tightly into the platform exposing our APIs, and then in terms of other areas, we'll have our marketplace where they may not be as tightly coupled, but they'll be in the marketplace and you can consume from the marketplace, so, it's a width and through partners. >> And Latha, interesting title, Chief Platform Officer, not a common title, so, you guys are partners in crime in this effort or maybe you could describe your role in a little bit more detail. >> Yeah so, as Fidelma mentioned, when we bring all these services and offers on top of the platform, what are the capabilities that we need to offer so that they're consistent, the customer experience, the partner experience is consistent, from the time they browse to buy it, operate it and you know, maintain it, throughout the journey, the experience is kept consistent for all the offers. For that, we need a platform, you know, otherwise, you know, everybody will build their own experience and for customer to operate hundreds of locations, it gets complex. >> The question on the platform I want to ask is, in this modern era 'cause we've seen the platform wars going back the old data center days where platform and tools are out there, very monolithic in some cases, as you have more of a distributed computing market developing which we all see with the edge and on-premises and public cloud cloud to edge, as you guys call it, what does the modern platform look like? What are you guys enabling? Because you have partners building on top of it, you have to enable value and their customers is your customer, so, what is the enablement that you're looking for? What are some of the first principles that you guys think about when you look at this modern platform on top of now Cloud 3.0, 2.0, whatever you want to call it, this next generation, what are some of the areas that you see that are key for HPE to build into the platform? >> Yeah so, first of all, API first approach is very key so that our ISVs and partners can develop on top of it, APIs are very key and security, building security from hardware, all the way to the services, the whole stack, integrating security into that and providing the ease of use features on top of it, whether it is by experience or having a unified support experience. So again, it all goes back to when you have hundreds of locations, how do you visualize what cases are running in your locations? What cases need to be fixed in terms of the infrastructure and all that? The wellness dashboards, all of that bringing onto the platform, so the customer can go through a day zero, day one, day two journey on the platform. >> Yeah, and it's all data's in there and the scalability of data with machine learnings here, I want to go to the next step and ask you guys, what do you think about the notion of integration? Because if you believe that the software industry has been, I won't say taken over, but, is driven by open source, open source is where all the action is but that's not the end game, scale, compute, and integration, you mentioned API first, that's just the beginning, the partner's got to integrate, they're going to talk to each other, you got security, how do you guys think about that? Because that's the top discussion right now, okay, I got Kubernetes clusters, I got Docker containers, I'm going to leverage all that open source into the platform but I got to integrate. >> So, you know, in terms of open source, I mean, we embrace open source, you know, our security IP, SPIFFE and SPIRE, so we are very active in that particular area and so we intend to engage in open source where it makes sense. And so, and enable people to tightly, like to easily integrate onto the platform with their preferred open source, you know, whatever they're looking for. And then the piece about that is what we want to provide is orchestration. So what are the hard things about open source? It's great to take something and you put it in and it's like, now you can't really use it, okay, and so how do we provide that consistent orchestration, that consistent automation and do it in a way that, because it's on a platform, you can now access it in a common way no matter where you are and so that's kind of our approach to it. >> I want to ask you guys about the announcements that you made yesterday Fidelma in your keynote, there were four key components, four pillars I guess you'd call 'em, the first one was core services. I want to comment, you tell course correct if I don't get it right but core services via a single common URL you showed cloud-like console, that's how we should be thinking about it? >> That's our platform , it's Cloud Console. >> Great, and then operating use, you got operational services, it is like deploy and provision, it's kind of the sys admin tools to do that, roles and personas, I saw that as, okay, resonates, it's like, I'm going to talk to the different personas, what are those personas? >> So, I mean, if you come in and you are a developer, you should be interested in cost analytics, but you're probably not really thinking about it. And so what that does is, so if you come in and you're a developer, over time, we will understand your history, we will understand your persona and we will curate your view to that persona, okay? So if I'm a finance person and I'm looking at my cost analytics, and I want to understand where my spend is and what the spend is on, you can also take a curated path through the Cloud Console so you just see what it is you want to see. >> Makes sense, you don't see all the extraneous data that you don't need, and then commerce, is that like billing or is that monetization or both? >> It's both, and so today it's billing and we've also brought the buy experience on there, so you can now go to the console, you can do your first purchase there, equally well, you can do a refresh of a subscription because, I personally think that most people don't do their first purchases there, but they will do their next purchase and they're, you know, refreshing their subscription and then you get all of the billing through and the visibility into your bills through the platform. >> And what's available today in market and how will that roll out? >> Yeah, so in market today, you can manage your subscriptions, you get your billing, you know, and your visibility into your billing and then over the next couple of months, we will be bringing out the buy experience and I think it's on Compute Ops Manager. So, that was announced for the compute, you know, to manage or compute from the cloud. >> Antonio and his keynote said, you know, customers ask me all the time, "which workload should go in on-prem and which should go in the public cloud?" And when I heard that, I said, yeah, I get that question all the time. And he said, "but that's the wrong question." I'm like, ah, but I want the answer to that, which should go where? >> Well, I mean, it is really a hard question to answer. And so, you know, I think you have to look at your workloads and you have to think about, are they latency sensitive? Okay, do they have high data gravity? Okay, and do they have different requirements, for instance, like, you may have a requirement that you want a very particular type of AI and ML that you can only get from a specific public cloud and then that's the right place to put it. So there's a whole slew of attributes that you have to look at to put it, you know, to put the workload in the right place. And what I would say is, I think like five years ago, six years ago, we all thought that every workload was going to the public cloud and now here we are and we have workloads staying in the data center, they may be moving to a colo, you know, also security is another key attribute, compliance, what are my compliance? You know, for highly-compliant industries, taking workloads and putting them on the public cloud may work but many times it's too much of a compliance risk for people to figure out what to do. Data sovereignty is also another area that, you know, now we're starting to see in Europe, you know, data can't leave the country. So, there are lots and lots of attributes and I think workloads are going to exist everywhere. >> You didn't say predictability which used to be the default for on-prem, so, okay, we're making progress here and so now I want to ask you, you mentioned like, it may be some ML tool that you can only get in the cloud, is your strategy to close that gap over time or is it to maybe stay more focused? >> So, we believe that, you know, we serve our customers best by being focused, right? And so, we are, you know, we have innovations going on at the edge and I see you just talk to Phil and so, you know, our customers have compute needs at the edge, cloud needs at the edge, at the data center, and then in the areas where it makes sense, like our backup and recovery space to be hybrid where you can deploy the same backup and recovery service on-prem and in the public cloud, then that's where we will interoperate with the public cloud. But we're being very focused about where we value. >> Talk about security posture, how you guys look at that holistically, and then, maybe specifically in, you know, cloud, core, edge 'cause it's all cloud operations at this point, DevOps and now network programmability, what's the security posture, zero trust or trust? Trust and verify, zero trust, what's the view? >> Yeah so, leading with the zero trust approach, starting all the way from the hardware Silicon root of trust SPIFFE and SPIRE for the workloads and going up the stack, even including the network security as well. So this has to be viewed in a holistic fashion, security is always like that, you know, and that's exactly what we are doing on the platform. >> So zero trust more at the lowering the stack that's no perimeter there, so it's perimeters gone, you got to manage that, and then as you get software, shifting left as they call it, that's more trust-specific, trust and verify, is that what you're saying? >> Correct. >> Okay. >> Latha, maybe you could give us a little taste of the roadmap, when you talk to customers, what are some of the big challenges that they're throwing at you and what can we expect in the future from the platform? >> Yeah, so from the challenges point of view, it is ability to run workloads wherever they want, whenever they want and having that capacity available in a, you know auto scale fashion, this is what they're looking for and that's exactly what we are addressing on the platform. We have the infrastructure which is available as a Infrastructure-as-a-Service, we are bringing SaaS modules on top of it, all of this is combined on the platform, right. >> Is your strategy going forward, Fidelma, to leverage the hyperscale APIs and primitives specifically by building a substrate on top of those? Or is it really to let them handle that and you build the substrate for your part that's on-prem maybe the hybrid and out to the edge? >> So I think it's a combination of both. It's kind of where it makes sense, you know, if you look at the offering for HCI, the GreenLake for HCI that like shows your VMs on-prem, but it'll also show you your VMs in Amazon, so leveraging their API, so that's where we build a substrate that goes across, I don't believe in a cloaking mechanism, it's never made sense in this world because you always end up degenerating down to, you know, like the smallest set of things so it's a combination, it's APIs integration where it makes sense where customers want to have a common experience on-prem and in the cloud and then it's, you know, really focusing for us on the edge, the data center and the cloud. >> I got to follow up on the cloaking mechanism, isn't VMware a cloaking mechanism? Is Kubernetes a cloaking mechanism? >> No, that's orchestration. >> Well, I think in terms that, you know, we've had many efforts in this industry for, I'm going to build a manager of managers, you know, the paint of glass that's going to cover the world and that has never worked. You know, so and VMware and Kubernetes are way more than that. >> Good answer, that's a safe answer. Final question as we wrap up, what is the value promises that you guys talk to customers about when you see customers saying, we're building this platform here we got today here's the roadmap, here's our promise, here's what we're trying to do, what's that message? >> So the message is really, you know, we're focused on, you know, where people want to run their workloads and you know, traditionally, we've always come to market with you know, they're great in their silos but they don't make it easy for customers to, you know, to consume, to get support, to even think that they come from the same company. So first of all is, let's bring them all together, let's make sure that when you look at HP and you use HP that, you know, it's a cloud experience and that you don't kind of feel the seams between the organizations and on that, you know, it's rapid engagement with the customer to get their feedback. And so that's what the platform is all about, making that journey for the customers smooth and easy, and then, you know, and then delivering the offerings that make sense where we can differentiate ourselves and add value and that's kind of what we talked-- >> And of course ecosystem, if it works, the ecosystem's thriving, that's a big kind of scoreboard feature. >> Exactly, and the partners are front and center, you know, we can't deliver the value without them and so being able to access those through the GreenLake portal is also, you know, a huge value to everybody, because again, you're not trying to combine all of these different pieces from different parts of the organization and the ecosystem. >> Guys, I want to thank you for coming on theCUBE, Fidelma, I was really excited when I saw that you took the job as CTO, you're somebody I've known for a long time and watched your career, you got product chops, Latha, it's great to see you in this it's great to see women in products and technical roles, I love it, and so, good job, good job HPE. well, hey. >> We didn't get the secrets out of you, the one I hear that's on the roadmap and the all the secret sauce, we'll get you back. >> You'll see us. >> Thanks again. >> Thank you. >> Thank you. >> For John furrier, our guest, and this is Dave Vellante at theCUBE's coverage of HPE 2022 Discover, we'll be right back right after this short break. (gentle music)

Published Date : Jun 29 2022

SUMMARY :

brought to you by HPE. the Chief Platform Officer how you see the role. all the way through, you know, and so, the partners, you in this effort or maybe you operate it and you know, maintain it, that you guys think about back to when you have and integration, you mentioned API first, and it's like, now you I want to ask you guys , it's Cloud Console. so you just see what and they're, you know, you know, to manage or Antonio and his keynote said, you know, at to put it, you know, and so, you know, our customers have security is always like that, you know, in a, you know auto scale fashion, and then it's, you know, really focusing of managers, you know, what is the value promises that you guys So the message is really, you know, the ecosystem's thriving, you know, we can't deliver Latha, it's great to see you in this and the all the secret and this is Dave Vellante

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Phil Mottram & David Hughes, HPE | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to the Venetian convention center. You're watching the Cube's coverage of HPE discover 2022. The first discover live discover in three years, 2019 was the last one. The cube we were just talking about. This has been at H HP discover. Now HPE since 2011, my co-host John furrier. We're pleased to welcome Phil Maru. Who's the executive vice president and general manager of HPE Aruba. And he's joined by David Hughes, the chief product and technology officer at HPE Aruba gentleman. Welcome to the cube. Good to see you. Thank you. Thank >>You. >>Okay, so you guys talk a lot, Phil, about the intelligent edge. Yep. Okay. What do you, what do you mean by that? >>Yeah, so we, well, we're kind of focused on, is providing technology to customers that sits out at the edge and typically the edge would be, uh, any location out of the data center or out of the cloud. So for the most part, our customers would deploy our technology either in their office premises or maybe retail premises shops, uh, maybe deploying out of the home where their employees are on a factory floor. And we're really talking about technology to connect both people and devices back to, um, systems and technology throughout an organization. So, but >>I, I, you know, sometimes I call it the near edge and the far edge yeah. Near, near edge. Maybe as we saw home Depot up on the stage yesterday far, Edge's like space. Right. You're including all of that. Right. That's >>Edge. >>Yeah. And actually we, we, we, you know, we've got a broad range of technology that actually works within the data center as well. So, you know, what we are focused on is providing, uh, network technology, software and services. And, you know, for the most part, our heritage is at the edge, but it's more pervasive than that. So >>If you have the edge, you got connectivity and power, that's an edge. How much, um, is the physical world being connected now you're seeing robotics automation. Yeah. Ex and with machine learning specifically in compute, really driving a new acceleration at the edge. What you, how do you guys view that? What's your reaction? Yeah. >>I think, look, it, I think as connectivity is improving and that's both in terms of wifi connectivity, so, you know, wifi technology continues to, uh, advance and also you've got this new kind of private 5g area, just generally connectivity is becoming more pervasive and that's helping some industries that haven't previously embraced it. And I think industrial is, is one of the big ones. So, you know, historically it was difficult for kind of car manufacturers to really enable a factory floor. But now the connectivity is connectivity is better. That gives them the opportunity to be able to really change how they do things. So >>David, if you do take an outside in view, mm-hmm <affirmative>, uh, and, and, and when you talk to customers, what are they telling you and how is that informing your product strategy? >>Yeah, well, you >>Know, I think there's, there's several themes we hear. One is, you know, it's really important, better work from anywhere they wanna enable their employees, um, to get the same experience, whether they're at home or on the road or in their branch office or at headquarters. Um, you know, people are also concerned that as they deploy, deploy all of this IOT and pursuit of digital transformation, they don't want those devices to be a weak point where someone breaks into one device and moves naturally, um, across the network. So they want to have this great experience for their customers and their users, but they wanna make sure that they're not compromising security, um, in any way. And so it's about getting that balance between ease of use and, and security. That's one of the primary things we hear, >>You know, Dave, one of the things we talked about many, many years ago was when hybrid and was starting to come out multi-cloud was on the, on the table early on. Uh, we were, we were saying, Hey, the data center is just a big edge, right? I mean, if you have cloud operations and you see what's going on with GreenLake here now, the momentum hybrid cloud is cloud operations, right? An edge off data centers to a big edge on premises. And you got the edge as you have cloud operations, like say GreenLake, plugging in partners and diverse environments. You're connecting, not just branch offices that are per perimeter based. You have no perimeter and you have now other companies connecting mm-hmm <affirmative> so you got data and you got network. How do you guys see that transition as GreenLake has a very big ecosystem part of it, partners and whatnot. >>Yeah. So, you know, I think for us, um, the ecosystem of partners that we have is critical in terms of delivering what our customers need. And, you know, I think one of the really important areas is around verticals. So, um, you know, when you think about different verticals, they have similar problems, but you need to tailor the solutions. Um, to each of those, you know, we are talking a bit about devices and people. When you look at say a healthcare environment, there can be 30 devices there for each patient. And, um, so there's connecting all those devices securely, but we have partners that will help pull all of that together that may be focused on, um, you know, medical environment that may focused on stadiums. They may be focused on industrial. Um, so having partners that understand those verticals and working closely with them to deliver solutions is important in our go to market. >>So another kind of product question and related to what you just said, David, I got connectivity, speed, reliability, cost security, or maybe a missing something. But you, you said earlier, you gonna gotta balance those. How do you do that? And do you do that for the specific use cases? Like for instance, you just mentioned stadiums and 81 and how do you balance those and, and do you tailor those for the use cases? >>Yeah, well, I think it depends on the customer and different people have different views about where they need to be. So some people are, are so afraid about security. They wanna be air gapped and completely separate than the internet. That would be one extreme mm-hmm <affirmative> other people, you know, look at it and see what's happening with COVID with everyone working from home with people being able to work from Starbucks or the airport. And they're beginning to think, well, why is the branch that much different? And so what I think we are seeing is, you know, a reevaluation of how people connect to, um, the apps they're using and, uh, you know, you, you, you've probably for sure heard people talking about zero trust, talking about micro segmentation. You know, I think what we we see is that people wanna be able to build a network in a way where rather than any device being able to talk to any device or any person, which is where the internet started, we wanna build to build networks where people or devices can only talk to the destinations that are necessary for them to do their job. >>And so a lot of the technology that we are building into the network is really about making security intrinsic by limiting what can talk to what that's >>Actually micro, micro segmentations, zero trust, um, these all point to a modern, the modern network, as you say, Antonio Neri was just on the cube, talking about programmability, substrate, the words like that come to mind, what is the modern network look like? I mean, you have to be agile. You have to be programmable. You have to have security. Can you describe in your words, what does the modern network these days need to look like? How should customers think about architecting them? What are some of the table stakes and what are some of the differentiators that customers need to do to have a modern network? >>Yeah, well, you covered off a coup a few quarter, one there with clarity and so on. So let me pick one that you didn't mention. And, and I, you know, I think we are seeing, you know, a lot of interest around network as a service. And, you know, when we think about network as a service, we think about it broadly, um, you know, for consumers, we're getting more and more used to buying things as a service versus buying a thing. When you, when you get Alexa, you care about how well she answers your questions, you don't care about what CPU is or how much Ram Alexa has. And likewise with networking, people are caring about the outcomes of keeping their employees connected, keeping their, their devices and systems running. And so what for us, what NASA is all about is that shift of thinking about a network as being a collection of devices that get managed to being a framework for connectivity and running it from the point of view of those outcomes. >>And so whether, you know, it's about CapEx versus OPEX or about do it yourself, managing the network yourself versus outsourcing that, um, or it's about the, you know, Greenfield versus brownfield, each of our customers has got a different starting point, but they're all getting heading towards this destination of being able to treat their network as a service. And so that is, you know, a key area of innovation for us and whether it's big customers like home Depot that you heard about yesterday, um, where we kind of manage everything for them on a, as on a store basis, um, for connectivity, um, or, you know, the recent, um, skew based nest that we launched, which is a really scalable foundation for our partners to build nest offerings around. Um, we see this as a key part of network modernization. Yeah. >>And one of the things, again, that's great stuff. Uh, infrastructure is code, which was really kind of pioneer the DevOps movement in cloud kind of as platform level. And you got data ops now and AI at the top of the stack, we were always wondering when network as code was gonna come, uh, and where you actually have it, where it's programmable. I mean, we all know what policies do do. They're good. That's all great network as code. >>Yeah. >>And that's the concept that's like DevOps, it's like, make it work just seamlessly, just be always on. And >>Yeah. And smart, you know, people are always looking for the, for the easy button. Um, and so they want, they want things to operate easily. They want it to be easy to manage. And, you know, I actually think there's a little bit of a, um, a conflict between networkers code and the easy button, right? So it depends on the class of customers. Some customers like financials, for instance, have a huge software development organizations that are extremely capable that could, that can go with program ability that want things as code. But the majority of the, of, of the verticals that we deal with, um, don't have those big captive software organizations. And so they're really looking for automation and simplicity and they wanna outsource that problem. So in Aruba central, we have invested a lot to make it really easy for our customers to, um, get what they need, you know, is that movement of zero code. It's more like zero code. They want, they want something packaged now >>The headless networks. Yeah. Low code, no code >>Kind of thing. Yeah, that's right. And, you know, obviously for people that have the sophistication that want to, um, do the most advanced things, we have APIs. And so we support that kind of programmable way of doing things. But I'd say that that's that's, those are more specialized customers. So >>Phil, yeah. Uh, is that the strategy? I mean, David listed off a number of, of factors here is that Aruba's strategy to modernize networks to actually create the easy button through network as a service is as simple as dial tone. Is that how we >>Should think? I mean, the way I think about the strategy is I think about it as a triangle, really, along the bottom, we've got the products and services that we offer and we continue to add more products and services. We either buy companies such as silver peak a couple of years ago, or we build, uh, additional products and by, and by the way, that's in response to customers who are frustrated with some other suppliers and wanna move on mass over to, uh, companies like ourselves. So at the bottom layer of the product and services, and then the other side of the triangle one would be NAS, which we talked about, which is kind of move to buying network and as a service. And then the other side of the triangle is the platform, which for us is river central, which is part of HP GreenLake. And that's really all about, you know, kind of making it easy for customers to manage networks and Aruba central right now has got about 120,000 live customers on it. It connects to about 2 million devices and it's collecting a lot of data as well. So we anonymously collect data from all of our customers. We've got one and a half billion data points in the platform. And what we do is we let that data kind of look for anomalies and spot problems on the network before they happen for customers. >>So Aruba central predated, uh, uh, GreenLake GreenLake. Yeah. And, and so did you write to GreenLake through GreenLake APIs? How, what was the engineering work to accomplish that? >>Yeah, so really, um, Aruba central is kind of the Genesis of the GreenLake platform. So we took Aruba central and made it more generic okay. To build the GreenLake cloud platform. And you know, what we've done very recently is bring, bring Aruba into that unified infrastructure, along with storage and compute. So the same sign-on applies across all of HP's, um, products, the same way of managing licenses, managing devices. And so it provides us, uh, great foundation going forwards to, um, solve more comprehensively. Our customers automation requires. >>So, so just a quick follow. So Aruba actually was the main spring of GreenLake from the standpoint of okay. Sing, like you said, single sign on a platform that could evolve and become more, more generic. Yes. So, okay. So that was a nice little, um, bonus of the acquisition, you know, it's now the whole company >><laugh> Aruba taking over. >>Yeah. There's been a lot of work to, to, uh, you know, make it generic and, and widely applicable. Right. Yeah. Um, so, but >>You were purpose >>Built for yeah. Well it's foundational. Yes. So foundational for GreenLake, they built on top of it. Yeah. So you mentioned the data points, billions of data points. So I gotta ask you, cuz we're seeing this, um, copy more and more with machine learning, driving a lot of acceleration, cuz you can do simulations with machine learning and compute. We had Neil McDonal done earlier. He's a compute guy, you got networking. So with all this, um, these services and devices being put on and off the network humans, can't actually figure this out. You can discover what's on the network. How are you guys viewing the discovery and monitoring because there's no perimeter okay. On the network anymore. So I want to know what's out there. Um, how do you get through it? How does machine learning and AI play into this? >>Yeah. I mean, what we are trying to do is obviously flag trends for customers and say, Hey look, you know, we can either see something happening with your network. So there's a particular issue over here and we need to, I dunno, free up more capacity to solve that. Or we're looking at how their network is running and then comparing that with anonymized data from all of our other customers as well. So we're just helping find those problems. But yeah, you're right. I mean, I think it is becoming more of an issue for organizations, you know, how do you manage the network, >>But you see machine learning and AI playing a big part. >>Yeah, yeah. Yeah. I think, uh, AI massively and, and other technology advances as well that we make. So recently we, uh, also announced the availability of location awareness within our access points. And that might sound like a simple thing. But when network, when companies build out their networks, they often lose or they potentially could lose the records as to, well, where were the access points that we laid out and actually where are they not within, you know, 20 feet, but where actually are they? So we introduced kind of location, finding technology as well into our, uh, access points to make it easy for >>Customers. So Aruba one of the best, if not the best acquisition. I think that HP E has made, um, it's made by three par was, you know, good. It saved the storage business. Okay. That was more of a defensive play. Uh, but to see Aruba, it's a growth business. You guys report on it every quarter. Yeah. It's obviously a key ingredient to enable uh, uh, GreenLake and, and a that's another example, nimble was similar. We're much smaller sort of more narrow, but taking the AI ops piece and bringing it over. So it's, it was great to see HPE executing on some of its M and a as opposed to just leaving them alone and not really leveraging 'em. So guys, yeah. Congratulations really appreciate you guys coming on and explaining that. Congratulations on all the, all the great work and thanks for coming on the cube. Okay. >>Thank you guys. Yeah. Thanks for having us. >>All right, John, and I'll be back right after this short break. You're watching the cube, the leader in enterprise tech coverage from HPE Las Vegas, 2022. We'll be right back.

Published Date : Jun 29 2022

SUMMARY :

the chief product and technology officer at HPE Aruba gentleman. Okay, so you guys talk a lot, Phil, about the intelligent edge. So for the most part, our customers would deploy our technology either I, I, you know, sometimes I call it the near edge and the far edge yeah. And, you know, for the most part, our heritage is at the edge, If you have the edge, you got connectivity and power, that's an edge. So, you know, historically it was difficult for kind of car manufacturers to really Um, you know, people are also concerned that as they deploy, And you got the edge as you have cloud operations, like say GreenLake, plugging in partners and diverse environments. So, um, you know, when you think about different verticals, So another kind of product question and related to what you just said, David, I got connectivity, think we are seeing is, you know, a reevaluation of how people connect the modern network, as you say, Antonio Neri was just on the cube, talking about programmability, And, and I, you know, I think we are seeing, you know, a lot of interest around network And so that is, you know, a key area of innovation for us and whether And you got data ops now and AI at the And that's the concept that's like DevOps, it's like, make it work just seamlessly, for our customers to, um, get what they need, you know, is that movement of zero code. The headless networks. And, you know, obviously for people that have the sophistication that Uh, is that the strategy? you know, kind of making it easy for customers to manage networks and Aruba central right now has got And, and so did you write to GreenLake through GreenLake APIs? And you know, what we've done very recently is bring, bring Aruba into that unified infrastructure, you know, it's now the whole company Yeah. So you mentioned the data points, billions of data points. of an issue for organizations, you know, how do you manage the network, they not within, you know, 20 feet, but where actually are they? has made, um, it's made by three par was, you know, good. Thank you guys. You're watching the cube, the leader in

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Neil Macdonald, HPE | HPE Discover 2022


 

>>The Cube Presents HPD Discovered 2020 >>two. >>Brought to You by H. P E >>Good >>Morning Live from the Venetian Expo Centre Lisa Martin Day Volonte Day two of the Cubes Coverage of HP Discover 22 We've had some great conversations yesterday. Today, full day, a content coming your way. We've got one of our alumni back with us. Neil MacDonald joins us, the executive vice president and general manager of Compute at HPD Neale, Great to have you back on the Cube. >>It's great to be back. And how cool is it to be able to do this face to face again instead of on zoom. Right. So >>great. Great. The keynote yesterday absolutely packed, so refreshing to see that many people eager to hear what HP has been doing. It's been three years since we've all gotten together in person. >>It is, and we've been busy. We've been busy. We've got to share some great news yesterday about some of the work that we're doing with HB Green Lake Cloud Platform and really bringing together all the capabilities across the company in a very unified, cohesive way to enable our customers to embrace that as a service experience we committed to Antonio three years ago, said we were gonna deliver everything we do as a company as a service through Green Lake and we've done it. And it's fantastic to see the momentum that that's really building and how it's breaking down the silos from different types of infrastructure and offer to really create integrated solutions for our customers. So that's been a lot of fun. >>Give us the scope of your role, your areas of responsibility. And then I'd love to hear some feedback. You've been a couple of days here around customers. What some of the feedback help us understand that. >>So at HP, I lead the Compute business, which is our largest business. That includes our hardware and software and services in the compute space. Both, um, what flows through the green late model, but also what throws flows through a traditional purchase model. So, um, that's, uh, that's about $13 billion business for the company and the core of so much of what we do, and it's a real honour to be leading a business that's such a a legacy in a franchise with with 30 years of innovation for our customers in an ocean of followers. Um and it's great to be able to start to share some of the next chapters in that with our customers this week. >>Well, it's almost half the business H p e and as we've talked about, it's an awesome time to be in the computer business. What are you seeing in terms of the trends? Obviously you're all in on as a service. But some customers say, Tell me I got a lot of capital. Yeah, absolutely. I'm fine with Capex. What are you hearing from customers in that regard? And presumably you're happy to sell them in a kind of Capex model? >>Absolutely. And in the current environment, in particular with with some of the economic headwinds that we're starting to stare down here, it's really important for organisations to continue to transform digitally but to be able to match their investments with the revenues as they're building new services and new capabilities. And for some organisations, the challenge of investing all the Capex up front is a big lift and there's quite a delay before they can really monetise all of that. So the power of HP Green Lake is enabling them to match their investment in the infrastructure on a pay as you go basis with the actual revenue they're going to generate from their new capability. So for lots of people that works. But for many other customers, it's it's much more palatable to continue in a Capex purchase, but and we're delighted to do that. A lot of my business still is in that mode. What's changing the or what are the needs, whether you're in the green light environment or in the Capex environment? Um, increasingly, the edge has become a bigger and bigger part of all of our worlds, right, the edges where we all live and work. We've all seen over the last couple of years enormous change in how that work experience and how the shape of businesses has changed, and that creates some challenges for infrastructure. So one of the things that we've announced and we shared some more details of this week is HP Green Light for Computer Ops Management, which is a location agnostic, cloud based management set up that enables you to automate and lifecycle, manage your physical compute infrastructure wherever it lies, so that might be in a distributed environment in hotel locations or out at the edge for so much more data is now being gathered and has to be computed on. So we're really excited about that. And the great thing is because it's fully integrated with HP. Green Light Cloud Platform is in there alongside the storage, alongside the connectivity alongside all the other capabilities. And we can bring those together in a very cohesive infrastructure view for our customers and then build workloads and services and tops. And that's that's really exciting. How have >>your customer conversations evolved, especially over the last couple of years as the edge has exploded? But we've been living in such uncertain times. Are you seeing a change there in the stakeholders rising up the C suite stack in terms of how do we really fine tune this? Because we've got to be competitive. We've got to be a data company. >>Well, that's so true because everybody has seen seen data as a currency and is desperately innovating and Modernising their business model, and with it, the underlying infrastructure and how they think about development. And nowhere is that truer than in enterprises that really becoming digital. First, organisations more and more companies are doing their own in house full stack, cloud native development and pivoting hard from a more traditional view of in house enterprise i t. And in that regard, >>let's >>start to look a lot like a Saas company or a service provider in terms of the needs of the infrastructure you want linear performance scaling. You want to be very sensitive not just to the cost, as you call it, but also to the environmental cost and the power efficiency. And so yesterday we were really thrilled to announce the HBP Reliant are all 300 General Live in, which is the first of our general living platforms. And that's in partnership with Ampere is the first of several things that we're gonna go do together. We're looking forward to building out the rest of our Gen 11 portfolio broadly with all of our industry partners in the in the coming quarters. But we're thrilled about the feedback that we're starting to get from some of our customers about the gains in power efficiency that they're getting from using this new server line that we've developed with amber. >>So, you know, this is an area that I'm very interested in what I write about this a lot. So tell us the critical aspects of Gen 11, where ampere fits, is it is it being used for primarily offloads and there's a core share with us. So >>if you look at the opportunity here is really as a core compute tool for organisations that are doing that in house full snack cloud native development and in that environment, being able to do it with great power efficiency at a great cost point is the great combination. The maturity of the ecosystem, um, is really, really improving to the point where is much, much more accessible for those loads? And if you consider how the infrastructure evolves underneath it, the gains that you get from power efficiency multiply. It's a TCO benefit. It's obviously an environmental benefit, and we all have much, much more to do as an industry on that journey. But every little helps, and we're really excited about being able to bring that to market. The other thing that we've done is recognising the value that we bring in the prelim experience, everything with our integrated lights out management, all of the security, the, uh, hardware root of trust, the secure boot chains, all of that Reliant family values we brought to that platform, just as we do with our others. But we've also recognised that for some of our service provider customers, there's a lot of interest in leveraging open BMC and being able to integrate the management plane and control that in house and tie it to whatever orchestrations being done in the service product. So we have full support for open BMC out of the box out of the gate with Janna Levin. And that's one of the ways that we're evolving. Are offering to meet our customers where they are, including not just the assassin service providers but the enterprises who are starting to adopt more and more of those practises as they build out digital. First, >>tell us more about the architecture. If you would kneel. I mean, so where does ampere and that partnership add value? That's incremental to what you what you might think is a traditional server architecture. How's that evolving? >>Well, it's another alternative for certain workloads in that full stack in house proud Native Development model. Um, it's another choice. It's another option and something that's very excited about >>That's the right course for the horse, for the course that was back in internal development because it's just more efficient. It's lower power, more sustainable. All those things exactly. >>And the wonderful thing for us in the uh in this juncture in the market is there is so much architectural innovation. There are so many innovators out there in the industry creating different optimizations in technology with the lesson silicon or other aspects of the system. And that gives us a much broader palette to paint from as we meet our customers' needs as their businesses involving the requirements are evolving, we can be much more creative as we bring this all together. It's a real thrill to be able to bring some of these technologies into the HP reliant space because we've always felt that compute matters. We've always known that hardware matters, and we've been leading and innovating and meeting these needs as they've evolved over the decades, and it's really fun to be able to continue to do that. Hardware still >>matters. It doesn't matter. We know that here on the Cube, talk about the influence of the customer with so much architectural innovation. There's a lot of choice for customers in every industry. When you're in customer conversations, how are you helping them make decisions? One of the key differentiators that you articulate that's going to really help them achieve outcomes that they have to achieve? >>Well, I think that's exactly as you say. It's about the outcome. Too often, I think the conversation can get down into the lower level details of component, tree and technology and our philosophy. HP has always been focused on what it is that the customer is trying to achieve. How are they trying to serve their customers? What are their needs? And then we can bring an opinionated point of view on the best way to solve that problem, whether that's recommendations on the particular Capex, infrastructure and architecture to build or increasingly, the opportunity to serve that through HP Green Lake, either as hard or as a service. Or is HP Green Lake services further up the stack? Because when you start talking about what is the outcome you're trying to achieve, you have you have a much, much better opportunity to focus the technology to serve the business and not get wrapped up in managing the infrastructure and that's what we love to do. >>So where? Give us the telescope vision. Maybe not to tell a binocular vision as to where compute is going. We're clearly seeing more diversity in silicon. Uh, it's not just a you know x 86 CPU world anymore. There's all these other supporting components new workloads coming in. Where do you you mentioned Edge, whole new ballgame ai inference sing. And that was kind of new workloads, offloads and things of that. Where do you see it all going in the next 3 to 5 years? >>I think it's gonna be really, really exciting time because more and more of our data is getting captured to the edge. And because of the experiences that companies are trying to deliver and organisations are trying to deliver that requires more and more stories are more and more compute at the edge. The edge is not just about connectivity, and again, that's why with the F B green light cloud platform, the power of bringing together the connectivity with the compute with the storage with the other capabilities in that integrated way gives us the ability to serve that combined need at the edge in a very, very compelling way. The room moves a lot of friction and a lot of work for our customers. But as you see that happen, you're going to see more and more combining of functionalities. The silos are going to start to break down between different classes of building block in the data centre, and you've already seen shifts with more and more software to find more and more hybrid offerings running across a computing substrate. But perhaps delivering storage services are analytic services or other workloads, and you're gonna see that to conduct that continue to evolve. So it's gonna be very fun over the next few years to see that, uh, that diversification and a much more opinionated set of offers for particular use cases and workloads and at our job and value is going to be simplifying that complexity because choices great right up to the point where you're paralysed by too many choices. So the wonderful thing about the world that's been done here is that we're able to bring that opinionated point of view and help guide, and again it's all about starting with what are you trying to achieve. What are the outcomes you're trying to deliver? And if you start there were having a great time helping our customers find the right path forward. >>Wow, it sounds like a fun job. Talk to me about, you know, maybe one of your favourite examples that you really think articulates the value of of the choice and the opportunities that HP can deliver to customers, maybe favourite customer example where you think we really nailed it here and they're achieving some incredible outcomes. >>Well, we're really excited about this week as I was chatting with the CEO of Cloud Sigma, which is a global ideas and pass provider who's actually been using our new HP per client moral 300 general live in Are you on purpose? Server line? And, uh, their CEO was reporting to me yesterday that based on his benchmarking, they're seeing a significant improvement in power efficiency, and that's that's that's cool to an engineer. But what's even better is the next thing, he said. That's enabling them to deliver better cost to their customers and advanced their sustainability goals, which is such a core part of what we as an industry and we as society are going to have to continue to make stepwise progress against over the next decade in order to confront those challenges in the environment so that that's that's really fulfilling, not just to see the tech, which is always interesting to an engineer but actually see the impact that it's having an enabling that outcome foreclosed signal >>so many customers, including Cloud Sigma and customers in every industry. E S G is an incredibly important initiative. And so it's vital for companies that have a core focus on E. S G to partner with companies like HP who will help them facilitate that actually demonstrate outcomes to their own users. >>It's such an important journey and it's gonna be a journey of many steps together. But I think it's one of the most critical partnerships that as an industry and as an ecosystem, we still have a lot of work to do and we have to stay focused on it every day, continuing, moving the bar. >>You >>know, to your point about E. S G. You see these E s G reports. Now that they're unbelievable, the data that is in them and the responsibility that organisations mid and large organisations have to actually publish that and be held accountable. It's actually kind of daunting, but there's a lot of investments going on there. You're absolutely right. The >>accountability is key, and it's it's it's necessary to have an accountability partner and ecosystem that can facilitate that. Exactly. >>We just published last week our Own Living Progress report this year, talking about some of the steps that we're making the commitments that we pulled in in time. Um, and we're looking forward to continue to work on that with our customers and with the industry, because it's so critical that we make faster progress together on that >>last question. What's your favourite comment that you've heard the last couple of days being back in person with about 8000 customers, partners and execs? It's >>not. It's not the common. It's the sparkles in the eyes. It's the energy. It is so great to be back together, face to face. I think we, uh, we've soldiered through a couple of tough years. We've done a lot of things remotely together, but there's no substitute for being back together, and the energy is just palpable and it's it's fantastic to be able to share some of what we've been up to in the interim and see the excitement about getting adopted by customers and partners. >>I agree the energy has been fantastic. We were talking about that yesterday. You brought it today, Neil, Thank you so much for joining us. We're excited about Antonio coming up next, going to unpack all the announcements. Really good customers. Perspective from the top of H P E for Neil and Dave Volonte. I'm Lisa Martin joins us in just a few minutes as the CEO of HP, Antonio Neary joins us next.

Published Date : Jun 29 2022

SUMMARY :

Neale, Great to have you back on the Cube. And how cool is it to be able to do this face to face again instead of on zoom. many people eager to hear what HP has been doing. And it's fantastic to see the momentum that that's really building and how it's breaking And then I'd love to hear some feedback. be able to start to share some of the next chapters in that with our customers this week. Well, it's almost half the business H p e and as we've talked about, So the power of HP Green Lake is enabling them to match their We've got to be a data company. and with it, the underlying infrastructure and how they think about development. the cost, as you call it, but also to the environmental cost and the power efficiency. So tell us the critical aspects of Gen 11, where ampere fits, is it is it being used development and in that environment, being able to do it with great power efficiency at a That's incremental to what you It's another option and something that's very excited about That's the right course for the horse, for the course that was back in internal development because over the decades, and it's really fun to be able to continue to do that. We know that here on the Cube, talk about the influence of the customer with It's about the outcome. as to where compute is going. And because of the experiences that companies are trying to deliver and organisations are trying to deliver of of the choice and the opportunities that HP can deliver to customers, against over the next decade in order to confront those challenges in the environment so that that's that's really a core focus on E. S G to partner with companies like HP who every day, continuing, moving the bar. the data that is in them and the responsibility that organisations mid and large accountability is key, and it's it's it's necessary to have an accountability partner and and with the industry, because it's so critical that we make faster progress together on that It's and the energy is just palpable and it's it's fantastic to be able to share some of what we've been up to in the interim I agree the energy has been fantastic.

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Day One Wrap | HPE Discover 2022


 

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's day one coverage of HPE discover 22 live from the Venetian in Las Vegas. I got a power panel here, Lisa Martin, with Dave Valante, John furrier, Holger Mueller also joins us. We are gonna wrap this, like you've never seen a rap before guys. Lot of momentum today, lot, lot of excitement, about 8,000 or so customers, partners, HPE leaders here. Holger. Let's go ahead and start with you. What are some of the things that you heard felt saw observed today on day one? >>Yeah, it's great to be back in person. Right? 8,000 people events are rare. Uh, I'm not sure. Have you been to more than 8,000? <laugh> yeah, yeah. Okay. This year, this year. I mean, historically, yes, but, um, >>Snowflake was 10. Yeah. >>So, oh, wow. Okay. So 8,000 was my, >>Cisco was, they said 15, >>But is my, my 8,000, my record, I let us down with 7,000 kind of like, but it's in the Florida swarm. It's not nicely. Like, and there's >>Usually what SFI, there's usually >>20, 20, 30, 40, 50. I remember 50 in the nineties. Right. That was a different time. But yeah. Interesting. Yeah. Interesting what people do and it depends how much time there is to come. Right. And know that it happens. Right. But yeah, no, I think it's interesting. We, we had a good two analyst track today. Um, interesting. Like HPE is kind of like back not being your grandfather's HPE to a certain point. One of the key stats. I know Dave always for the stats, right. Is what I found really interesting that over two third of GreenLake revenue is software and services. Now a love to know how much of that services, how much of that software. But I mean, I, I, I, provocate some, one to ones, the HP executives saying, Hey, you're a hardware company. Right. And they didn't even come back. Right. But Antonio said, no, two thirds is, uh, software and services. Right. That's interesting. They passed the one exabyte, uh, being managed, uh, as a, as a hallmark. Right. I was surprised only 120,000 users if I had to remember the number. Right, right. So that doesn't seem a terrible high amount of number of users. Right. So, but that's, that's, that's promising. >>So what software is in there, cuz it's gotta be mostly services. >>Right? Well it's the 70 plus cloud services, right. That everybody's talking about where the added eight of them shockingly back up and recovery, I thought that was done at launch. Right. >>Still who >>Keep recycling storage and you back. But now it's real. Yeah. >>But the company who knows the enterprise, right. HPE, what I've been doing before with no backup and recovery GreenLake. So that was kind of like, okay, we really want to do this now and nearly, and then say like, oh, by the way, we've been doing this all the time. Yeah. >>Oh, what's your take on the installed base of HP. We had that conversation, the, uh, kickoff or on who's their target, what's the target audience environment look like. It certainly is changing. Right? If it's software and services, GreenLake is resonating. Yeah. Um, ecosystems responding. What's their customers cuz managed services are up too Kubernetes, all the managed services what's what's it like what's their it transformation base look like >>Much of it is of course install base, right? The trusted 20, 30 plus year old HP customer. Who's keeping doing stuff of HP. Right. And call it GreenLake. They've been for so many name changes. It doesn't really matter. And it's kind of like nice that you get the consume pain only what you consume. Right. I get the cloud broad to me then the general markets, of course, people who still need to run stuff on premises. Right. And there's three reasons of doing this performance, right. Because we know the speed of light is relative. If you're in the Southern hemisphere and even your email servers in Northern hemisphere, it takes a moment for your email to arrive. It's a very different user experience. Um, local legislation for data, residency privacy. And then, I mean Charles Phillips who we all know, right. Former president of uh, info nicely always said, Hey, if the CIOs over 50, I don't have to sell qu. Right. So there is not invented. I'm not gonna do cloud here. And now I've kind of like clouded with something like HP GreenLake. That's the customers. And then of course procurement is a big friend, right? Yeah. Because when you do hardware refresh, right. You have to have two or three competitors who are the two or three competitors left. Right. There's Dell. Yeah. And then maybe Lenovo. Right? So, so like a >>Little bit channels, the strength, the procurement physicians of strength, of course install base question. Do you think they have a Microsoft opportunity where, what 365 was Microsoft had office before 365, but they brought in the cloud and then everything changed. Does HP have that same opportunity with kind of the GreenLake, you know, model with their existing stuff. >>It has a GreenLake opportunity, but there's not much software left. It's a very different situation like Microsoft. Right? So, uh, which green, which HP could bring along to say, now run it with us better in the cloud because they've been selling much of it. Most of it, of their software portfolio, which they bought as an HP in the past. Right. So I don't see that happening so much, but GreenLake as a platform itself course interesting because enterprise need a modern container based platform. >>I want, I want to double click on this a little bit because the way I see it is HP is going to its installed base. I think you guys are right on say, this is how we're doing business now. Yeah. You know, come on along. But my sense is, some customers don't want to do the consumption model. There are actually some customers that say, Hey, of course I got, I don't have a cash port problem. I wanna pay for it up front and leave me alone. >>I've been doing this since 50 years. Nice. As I changed it, now <laugh> two know >>Money's wants to do it. And I don't wanna rent because rental's more expensive and blah, blah, blah. So do you see that in the customer base that, that some are pushing back? >>Of course, look, I have a German accent, right? So I go there regularly and uh, the Germans are like worried about doing anything in the cloud. And if you go to a board in Germany and say, Hey, we can pay our usual hardware, refresh, CapEx as usual, or should we bug consumption? And they might know what we are running. <laugh> so not whole, no offense against the Germans out. The German parts are there, but many of them will say, Hey, so this is change with COVID. Right. Which is super interesting. Right? So the, the traditional boards non-technical have been hearing about this cloud variable cost OPEX to CapEx and all of a sudden there's so much CapEx, right. Office buildings, which are not being used truck fleets. So there's a whole new sensitivity by traditional non-technical boards towards CapEx, which now the light bulb went on and say, oh, that's the cloud thing about also. So we have to find a way to get our cost structure, to ramp up and ramp down as our business might be ramping up through COVID through now inflation fears, recession, fears, and so on. >>So, okay. HP's, HP's made the statement that anything you can do in the cloud you can do in GreenLake. Yes. And I've said you can't run on snowflake. You can't run Mongo Atlas, you can't run data bricks, but that's okay. That's fine. Let's be, I think they're talking about, there's >>A short list of things. I think they're talking about the, their >>Stuff, their, >>The operating experience. So we've got single sign on through a URL, right. Uh, you've got, you know, some level of consistency in terms of policy. It's unclear exactly what that is. You've got storage backup. Dr. What, some other services, seven other services. If you had to sort of take your best guess as to where HP is now and peg it toward where Amazon was in which year? >>20 14, 20 14. >>Yeah. Where they had their first conference or the second we invent here with 3000 people and they were thinking, Hey, we're big. Yeah. >>Yeah. And I think GreenLake is the building blocks. So they quite that's the >>Building. Right? I mean similar. >>Okay. Well, I mean they had E C, Q and S3 and SQS, right. That was the core. And then the rest of those services were, I mean, base stock was one of that first came in behind and >>In fairness, the industry has advanced since then, Kubernetes is further along. And so HPE can take advantage of that. But in terms of just the basic platform, I, I would agree. I think it's >>Well, I mean, I think, I mean the software, question's a big one. I wanna bring up because the question is, is that software is getting the world. Hardware is really software scales, everything, data, the edge story. I love their story. I think HP story is wonderful Aruba, you know, hybrid cloud, good story, edge edge. But if you look under the covers, it's weak, right? It's like, it's not software. They don't have enough software juice, but the ecosystem opportunity to me is where you plug and play. So HP knows that game. But if you look historically over the past 25 years, HP now HPE, they understand plug and play interoperability. So the question is, can they thread the needle >>Right. >>Between filling the gaps on the software? Yeah. With partners, >>Can they get the partners? Right. And which have been long, long time. Right. For a long time, HP has been the number one platform under ICP, right? Same thing. You get certified for running this. Right. I know from my own history, uh, I joined Oracle last century and the big thing was, let's get your eBusiness suite certified on HP. Right? Like as if somebody would buy H Oracle work for them, right. This 20 years ago, server >>The original exit data was HP. Oracle. >>Exactly. Exactly. So there's this thinking that's there. But I think the key thing is we know that all modern forget about the hardware form in the platforms, right? All modern software has to move to containers and snowflake runs in containers. You mentioned that, right? Yeah. If customers force snowflake and HPE to the table, right, there will be a way to make it work. Right. And which will help HPE to be the partner open part will bring the software. >>I, I think it's, I think that's an opportunity because that changes the game and agility and speed. If HP plays their differentiation, right. Which we asked on their opening segment, what's their differentiation. They got size scale channel, >>What to the enterprise. And then the big benefit is this workload portability thing. Right? You understand what is run in the public cloud? I need to run it local. For whatever reason, performance, local residency of data. I can move that. There that's the big benefit to the ISVs, the sales vendors as well. >>But they have to have a stronger data platform story in my that's right. Opinion. I mean, you can run Oracle and HPE, but there's no reason they shouldn't be able to do a deal with, with snowflake. I mean, we saw it with Dell. Yep. We saw it with, with, with pure and I, if our HPE I'd be saying, Hey, because the way the snowflake deal worked, you probably know this is your reading data into the cloud. The compute actually occurs in the cloud viral HB going snowflake saying we can separate compute and storage. Right. And we have GreenLake. We have on demand. Why don't we run the compute on-prem and make it a full class, first class citizen, right. For all of our customers data. And that would be really innovative. And I think Mongo would be another, they've got OnPrem. >>And the question is, how many, how many snowflake customers are telling snowflake? Can I run you on premise? And how much defo open years will they hear from that? Right? This is >>Why would they deal Dell? That >>Deal though, with that, they did a deal. >>I think they did that deal because the customer came to them and said, you don't exactly that deal. We're gonna spend the >>Snowflake >>Customers think crazy things happen, right? Even, even put an Oracle database in a Microsoft Azure data center, right. Would off who, what as >>Possible snowflake, >>Oracle. So on, Aw, the >>Snow, the snowflakes in the world have to make a decision. Dave on, is it all snowflake all the time? Because what the reality is, and I think, again, this comes back down to the, the track that HP could go up or down is gonna be about software. Open source is now the software industry. There's no such thing as proprietary software, in my opinion, relatively speaking, cloud scale and integrated, integrated integration software is proprietary. The workflows are proprietary. So if they can get that right with the partners, I would focus on that. I think they can tap open source, look at Amazon with open source. They sucked it up and they integrated it in. No, no. So integration is the deal, not >>Software first, but Snowflake's made the call. You were there, Lisa. They basically saying it's we have, you have to be in snowflake in order to get the governance and the scalability, all that other wonderful stuff. Oh, but we we'll do Apache iceberg. We'll we'll open it up. We'll do Python. Yeah. >>But you can't do it data clean room unless you are in snowflake. Exactly. Snowflake on snowflake. >>Exactly. >>But got it. Isn't that? What you heard from AWS all the time till they came out outposts, right? I mean, snowflake is a market leader for what they're doing. Right. So that they want to change their platform. I mean, kudos to them. They don't need to change the platform. They will be the last to change their platform to a ne to anything on premises. Right. But I think the trend already shows that it's going that way. >>Well, if you look at outpost is an signal, Dave, the success of outpost launched what four years ago, they announced it. >>What >>EKS is beating, what outpost is doing. Outpost is there. There's not a lot of buzz and talk to the insiders and the open source community, uh, EKS and containers. To your point mm-hmm <affirmative> is moving faster on, I won't say commodity hardware, but like could be white box or HP, Dell, whatever it's gonna be that scale differentiation and the edge story is, is a good one. And I think with what we're seeing in the market now it's the industrial edge. The back office was gen one cloud back office data center. Now it's hybrid. The focus will be industrial edge machine learning and AI, and they have it here. And there's some, some early conversations with, uh, I heard it from, uh, this morning, you guys interviewed, uh, uh, John Schultz, right? With the world economic 4k birth Butterfield. She was amazing. And then you had Justin bring up a Hoar, bring up quantum. Yes. That is a differentiator. >>HP. >>Yes. Yeah. You, they have the computing shops. They had the R and D can they bring it to the table >>As, as HPC, right. To what they Schultz for of uh, the frontier system. Right. So very impressed. >>So the ecosystem is the key for them is because that's how they're gonna fill the gaps. They can't, they can't only, >>They could, they could high HPC edge piece. I wouldn't count 'em out of that game yet. If you co-locate a box, I'll use the word box, particularly at a telco tower. That's a data center. Yep. Right. If done properly. Yep. So, you know, what outpost was supposed to do actually is a hybrid opportunity. Aruba >>Gives them a unique, >>But the key thing is right. It's a yin and yang, right? It's the ecosystem it's partners to bring those software workload. Absolutely. Right. But HPE has to keep the platform attractive enough. Right. And the key thing there is that you have this workload capability thing that you can bring things, which you've built yourself. I mean, look at the telcos right. Network function, visualization, thousands of man, years into these projects. Right. So if I can't bring it to your edge box, no, I'm not trying to get to your Xbox. Right. >>Hold I gotta ask you since in the Dave too, since you guys both here and Lisa, you know, I said on the opening, they have serious customers and those customers have serious problems, cyber security, ransomware. So yeah. I teach transformation now. Industrial transformation machine learning, check, check, check. Oh, sounds good. But at the end of the day, their customers have some serious problems. Right? Cyber, this is, this is high stakes poker. Yeah. What do you think HP's position for in the security? You mentioned containers, you got all this stuff, you got open source, supply chain, you have to left supply chain issues. What is their position with security? Cuz that's the big one. >>I, I think they have to have a mature attitude that customers expect from HPE. Right? I don't have to educate HP on security. So they have to have the partner offerings again. We're back at the ecosystem to have what probably you have. So bring your own security apart from what they have to have out of the box to do business with them. This is why the shocker this morning was back up in recovery coming. <laugh> it's kind like important for that. Right? Well >>That's, that's, that's more ransomware and the >>More skeleton skeletons in the closet there, which customers should check of course. But I think the expectations HP understands that and brings it along either from partner or natively. >>I, I think it's, I think it's services. I think point next is the point of integration for their security. That's why two thirds is software and services. A lot of that is services, right? You know, you need security, we'll help you get there. We people trust HP >>Here, but we have nothing against point next or any professional service. They're all hardworking. But if I will have to rely on humans for my cyber security strategy on a daily level, I'm getting gray hair and I little gray hair >>Red. Okay. I that's, >>But >>I think, but I do think that's the camera strategy. I mean, I'm sure there's a lot of that stuff that's beginning to be designed in, but I, my guess is a lot of it is services. >>Well, you got the Aruba. Part of the booth was packed. Aruba's there. You mentioned that earlier. Is that good enough? Because the word zero trust is kicked around a lot. On one hand, on the other hand, other conversations, it's all about trust. So supply chain and software is trusting trust, trust and verified. So you got this whole mentality of perimeter gone mentality. It's zero trust. And if you've got software trust, interesting thoughts there, how do you reconcile zero trust? And then I need trust. What's what's you? What are you seeing older on that? Because I ask people all the time, they're like, uh, I'm zero trust or is it trust? >>Yeah. The middle ground. Right? Trusted. The meantime people are man manipulating what's happening in your runtime containers. Right? So, uh, drift control is a new password there that you check what's in your runtime containers, which supposedly impenetrable, but people finding ways to hack them. So we'll see this cat and mouse game going on all the time. Yeah. Yeah. There's always gonna be the need for being in a secure, good environment from that perspective. Absolutely. But the key is edge has to be more than Aruba, right? If yeah. HV goes away and says, oh yeah, we can manage your edge with our Aruba devices. That's not enough. It's the virtual probability. And you said the important thing before it's about the data, right? Because the dirty secret of containers is yeah, I move the code, but what enterprise code works without data, right? You can't say as enterprise, okay, we're done for the day check tomorrow. We didn't persist your data, auditor customer. We don't have your data anymore. So filling a way to transport the data. And there just one last thought, right? They have a super interesting asset. They want break lands for the venerable map R right. Which wrote their own storage drivers and gives you the chance to potentially do something in that area, which I'm personally excited about. But we'll see what happens. >>I mean, I think the holy grail is can I, can I put my data into a cloud who's ever, you know, call it a super cloud and can I, is it secure? Is it governed? Can I share it and be confident that it's discoverable and that the, the person I give it to has the right to use it. Yeah. And, and it's the correct data. There's not like a zillion copies running. That's the holy grail. And I, I think the answer today is no, you can, you can do that maybe inside of AWS or maybe inside of Azure, look maybe certainly inside of snowflake, can you do that inside a GreenLake? Well, you probably can inside a GreenLake, but then when you put it into the cloud, is it cross cloud? Is it really out to the edge? And that's where it starts to break down, but that's where the work is to be done. That's >>The one Exide is in there already. Right. So men being men. Yeah. >>But okay. But it it's in there. Yeah. Okay. What do you do with it? Can you share that data? What can you actually automate governance? Right? Uh, is that data discoverable? Are there multiple copies of that data? What's the, you know, master copy. Here's >>A question. You guys, here's a question for you guys analyst, what do you think the psychology is of the CIO or CSO when HP comes into town with GreenLake, uh, and they say, what's your relationship with the hyperscalers? Cause I'm a CIO. I got my environment. I might be CapEx centric or Hey, I'm open model. Open-minded to an operating model. Every one of these enterprises has a cloud relationship. Yeah. Yeah. What's the dynamic. What do you think the psychology is of the CIO when they're rationalizing their, their trajectory, their architecture, cloud, native scale integration with HPE GreenLake or >>HP service. I think she or he hears defensiveness from HPE. I think she hears HPE or he hears HPE coming in and saying, you don't need to go to the cloud. You know, you could keep it right here. I, I don't think that's the right posture. I think it should be. We are your cloud. And we can manage whether it's OnPrem hybrid in AWS, Azure, Google, across those clouds. And we have an edge story that should be the vision that they put forth. That's the super cloud vision, but I don't hear it >>From these guys. What do you think psycho, do you agree with that? >>I'm totally to make, sorry to be boring, but I totally agree with, uh, Dave on that. Right? So the, the, the multi-cloud capability from a trusted large company has worked for anybody up and down the stack. Right? You can look historically for, uh, past layers with cloud Foundry, right? It's history vulnerable. You can look for DevOps of Hashi coop. You can look for database with MongoDB right now. So if HPE provides that data access, right, with all the problems of data gravity and egres cost and the workability, they will be doing really, really well, but we need to hear it more, right. We didn't hear much software today in the keynote. Right. >>Do they have a competitive offering vis-a-vis or Azure? >>The question is, will it be an HPE offering or will, or the software platform, one of the offerings and you as customer can plug and play, right. Will software be a differentiator for HP, right. And will be close, proprietary to the point to again, be open enough for it, or will they get that R and D format that, or will they just say, okay, ES MES here on the side, your choice, and you can use OpenShift or whatever, we don't matter. That's >>The, that's the key question. That's the key question. Is it because it is a competitive strategy? Is it highly differentiated? Oracle is a highly differentiated strategy, right? Is Dell highly differentiated? Eh, Dell differentiates based on its breadth. What? >>Right. Well, let's try for the control plane too. Dell wants to be an, >>Their, their vision is differentiated. Okay. But their execution today is not >>High. All right. Let me throw, let me throw this out at you then. I'm I'm, I'm sorry. I'm I'm HPE. I wanna be the glue layer. Is that, does that fly? >>What >>Do you mean? The group glue layer? I'll I wanna be, you can do Amazon, but I wanna be the glue layer between the clouds and our GreenLake will. >>What's the, what's the incremental value that, that glue provides, >>Provides comfort and reliability and control for the single pane of glass for AWS >>And comes back to the data. In my opinion. Yeah. >>There, there there's glue levels on the data level. Yeah. And there's glue levels on API level. Right. And there's different vendors in the different spaces. Right. Um, I think HPE will want to play on the data side. We heard lots of data stuff. We >>Hear that, >>But we have to see it. Exactly. >>Yeah. But it's, it's lacking today. And so, Hey, you know, you guys know better than I APIs can be fragile and they can be, there's a lot of diversity in terms of the quality of APIs and the documentation, how they work, how mature they are, what, how, what kind of performance they can provide and recoverability. And so just saying, oh wow. We are living the API economy. You know, the it's gonna take time to brew, chime in here. Hi. >><laugh> oh, so guys, you've all been covering HPE for a long time. You know, when Antonio stood up on stage three years ago and said by 2022, and here we are, we're gonna be delivering everything as a service. He's saying we've, we've done it, but, and we're a new company. Do you guys agree with that? >>Definitely. >>I, yes. Yes. With the caveat, I think, yes. The COVID pandemic slowed them down a lot because, um, that gave a tailwind to the hyperscalers, um, because of the, the force of massive O under forecasting working at home. I mean, everyone I talked to was like, no one forecasted a hundred percent work at home, the, um, the CapEx investments. So I think that was an opportunity that they'd be much farther along if there's no COVID people >>Thought it wasn't impossible. Yeah. But so we had the old work from home thing right. Where people trying to get people fired at IBM and Yahoo. Right. So I would've this question covering the HR side and my other hat on. Right. And I would ask CHS let's assume, because I didn't know about COVID shame on me. Right. I said, big California, earthquake breaks. Right. Nobody gets hurt, but all the buildings have to be retrofitted and checked for seism logic down. So everybody's working from home, ask CHS, what kind of productivity gap hit would you get by forcing everybody working from home with the office unsafe? So one, one gentleman, I won't know him, his name, he said 20% and the other one's going ha you're smoking. It's 40 50%. We need to be in the office. We need to meet it first night. And now we went for this exercise. Luckily not with the California. Right. Well, through the price of COVID and we've seen what it can do to, to productivity well, >>The productivity, but also the impact. So like with all the, um, stories we've done over two years, the people that want came out ahead were the ones that had good cloud action. They were already in the cloud. So I, I think they're definitely in different company in the sense of they, I give 'em a pass. I think they're definitely a new company and I'm not gonna judge 'em on. I think they're doing great. But I think pandemic definitely slowed 'em down that about >>It. So I have a different take on this. I think. So we've go back a little history. I mean, you' said this, I steal your line. Meg Whitman took one for the Silicon valley team. Right. She came in. I don't think she ever was excited that I, that you said, you said that, and I think you wrote >>Up, get tape on that one. She >>Had to figure out how do I deal with this mess? I have EDS. I got PC. >>She never should have spun off the PC, but >>Okay. But >>Me, >>Yeah, you can, you certainly could listen. Maybe, maybe Gerstner never should have gone all in on services and IBM would dominate something other than mainframes. They had think pads even for a while, but, but, but so she had that mess to deal with. She dealt with it and however, they dealt with it, Antonio came in, he, he, and he said, all right, we're gonna focus the company. And we're gonna focus the mission on not the machine. Remember those yeah. Presentations, but you just make your eyes glaze over. We're going all in on Azure service >>And edge. He was all on. >>We're gonna build our own cloud. We acquired Aruba. He made some acquisitions in HPC to help differentiate. Yep. And they are definitely a much more focused company now. And unfortunately I wish Antonio would CEO in 2015, cuz that's really when this should have started. >>Yeah. And then, and if you remember back then, Dave, we were interviewing Docker with DevOps teams. They had composability, they were on hybrid really early. I think they might have even coined the term hybrid before VMware tri-state credit for it. But they were first on hybrid. They had DevOps, they had infrastructure risk code. >>HPE had an HP had an awesome cloud team. Yeah. But, and then, and then they tried to go public cloud. Yeah. You know, and then, you know, just made them, I mean, it was just a mess. The focus >>Is there. I give them huge props. And I think, I think the GreenLake to me is exciting here because it's much better than it was two years ago. When, when we talked to, when we started, it's >>Starting to get real. >>It's, it's a real thing. And I think the, the tell will be partners. If they make that right, can pull their different >>Ecosystem, >>Their scale and their customers and fill the software gas with partners mm-hmm <affirmative> and then create that integration opportunity. It's gonna be a home run if they don't do that, they're gonna miss the operating, >>But they have to have their own to your point. They have to have their own software innovation. >>They have to good infrastructure ways to build applications. I don't wanna build with somebody else. I don't wanna take a Microsoft stack on open source stack. I'm not sure if it's gonna work with HP. So they have to have an app dev answer. I absolutely agree with that. And the, the big thing for the partners is, which is a good thing, right? Yep. HPE will not move into applications. Right? You don't have to have the fear of where Microsoft is with their vocal large. Right. If AWS kind of like comes up with APIs and manufacturing, right. Google the same thing with their vertical push. Right. So HPE will not have the CapEx, but >>Application, >>As I SV making them, the partner, the bonus of being able to on premise is an attractive >>Part. That's a great point. >>Hold. So that's an inflection point for next 12 months to watch what we see absolutely running on GreenLake. >>Yeah. And I think one of the things that came out of the, the last couple events this past year, and I'll bring this up, we'll table it and we'll watch it. And it's early in this, I think this is like even, not even the first inning, the machine learning AI impact to the industrial piece. I think we're gonna see a, a brand new era of accelerated digital transformation on the industrial physical world, back office, cloud data center, accounting, all the stuff. That's applications, the app, the real world from space to like robotics. I think that HP edge opportunity is gonna be visible and different. >>So guys, Antonio Neri is on tomorrow. This is only day one. If you can imagine this power panel on day one, can you imagine tomorrow? What is your last question for each of you? What is your, what, what question would you want to ask him tomorrow? Hold start with you. >>How is HPE winning in the long run? Because we know their on premise market will shrink, right? And they can out execute Dell. They can out execute Lenovo. They can out Cisco and get a bigger share of the shrinking market. But that's the long term strategy, right? So why should I buy HPE stock now and have a good return put in the, in the safe and forget about it and have a great return 20 years from now? What's the really long term strategy might be unfair because they, they ran in survival mode to a certain point out of the mass post equipment situation. But what is really the long term strategy? Is it more on the hardware side? Is it gonna go on the HPE, the frontier side? It's gonna be a DNA question, which I would ask Antonio. >>John, >>I would ask him what relative to the macro conditions relative to their customer base, I'd say, cuz the customers are the scoreboard. Can they create a value proposition with their, I use the Microsoft 365 example how they kind of went to the cloud. So my question would be Antonio, what is your core value proposition to CIOs out there who want to transform and take a step function, increase for value with HPE? Tell me that story. I wanna hear. And I don't want to hear, oh, we got a portfolio and no, what value are you enabling your customers to do? >>What and what should that value be? >>I think it's gonna be what we were kind of riffing on, which is you have to provide either what their product market fit needs are, which is, are you solving a problem? Is it a pain point is a growth driver. Uh, and what's the, what's that tailwind. And it's obviously we know at cloud we know edge. The story is great, but what's the value proposition. But by going with HPE, you get X, Y, and Z. If they can explain that clearly with real, so qualitative and quantitative data it's home >>Run. He had a great line of the analyst summit today where somebody asking questions, I'm just listening to the customer. So be ready for this Steve jobs photo, listening to the customer. You can't build something great listening to the customer. You'll be good for the next quarter. The next exponential >>Say, what are the customers saying? <laugh> >>So I would make an observation. And my question would, so my observation would be cloud is growing collectively at 35%. It's, you know, it's approaching 200 billion with a big, big four. If you include Alibaba, IBM has actually said, Hey, we're gonna gr they've promised 6% growth. Uh, Cisco I think is at eight or 9% growth. Dow's growing in double digits. Antonio and HPE have promised three to 4% growth. So what do you have to do to actually accelerate growth? Because three to 4%, my view, not enough to answer Holger's question is why should I buy HPE stock? Well, >>If they have product, if they have customer and there's demand and traction to me, that's going to drive the growth numbers. And I think the weak side of the forecast means that they don't have that fit yet. >>Yeah. So what has to happen for them to get above five, 6% growth? >>That's what we're gonna analyze. I mean, I, I mean, I don't have an answer for that. I wish I had a better answer. I'd tell them <laugh> but I feel, it feels, it feels like, you know, HP has an opportunity to say here's the new HPE. Yeah. Okay. And this is what we stand for. And here's the one thing that we're going to do that consistently drives value for you, the customer. And that's gonna have to come into some, either architectural cloud shift or a data thing, or we are your store for blank. >>All of the above. >>I guess the other question is, would, would you know, he won't answer a rude question, would suspending things like dividends and stock buybacks and putting it into R and D. I would definitely, if you have confidence in the market and you know what to do, why wouldn't you just accelerate R and D and put the money there? IBM, since 2007, IBM spent is the last stat. And I'm looking go in 2007, IBM way, outspent, Google, and Amazon and R and D and, and CapEx two, by the way. Yep. Subsequent to that, they've spent, I believe it's the numbers close to 200 billion on stock buyback and dividends. They could have owned cloud. And so look at this business, the technology business by and large is driven by innovation. Yeah. And so how do you innovate if >>You have I'm buying, I'm buying HP because they're reliable high quality and they have the outcomes that I want. Oh, >>Buy their products and services. I'm not sure I'd buy the stock. Yeah. >>Yeah. But she has to answer ultimately, because a public company. Right. So >>Right. It's this job. Yeah. >>Never a dull moment with the three of you around <laugh> guys. Thank you so much for sharing your insights, your, an analysis from day one. I can't imagine what day two is gonna bring tomorrow. Debut and I are gonna be anchoring here. We've got a jam packed day, lots going on, hearing from the ecosystem from leadership. As we mentioned, Antonio is gonna be Tony >>Alma Russo. I'm dying. Dr. >>EDMA as well as on the CTO gonna be another action pack day. I'm excited for it, guys. Thanks so much for sharing your insights and for letting me join this power panel. >>Great. Great to be here. >>Power panel plus me. All right. For Holger, John and Dave, I'm Lisa, you're watching the cube our day one coverage of HPE discover wraps right now. Don't go anywhere, cuz we'll see you tomorrow for day two, live from Vegas, have a good night.

Published Date : Jun 29 2022

SUMMARY :

What are some of the things that you heard I mean, So, oh, wow. but it's in the Florida swarm. I know Dave always for the stats, right. Well it's the 70 plus cloud services, right. Keep recycling storage and you back. But the company who knows the enterprise, right. We had that conversation, the, uh, kickoff or on who's their target, I get the cloud broad to me then the general markets, of course, people who still need to run stuff on premises. with kind of the GreenLake, you know, model with their existing stuff. So I don't see that happening so much, but GreenLake as a platform itself course interesting because enterprise I think you guys are right on say, this is how we're doing business now. As I changed it, now <laugh> two know And I don't wanna rent because rental's more expensive and blah, And if you go to a board in Germany and say, Hey, we can pay our usual hardware, refresh, HP's, HP's made the statement that anything you can do in the cloud you I think they're talking about the, their If you had to sort of take your best guess as to where Yeah. So they quite that's the I mean similar. And then the rest of those services But in terms of just the basic platform, I, I would agree. I think HP story is wonderful Aruba, you know, hybrid cloud, Between filling the gaps on the software? I know from my own history, The original exit data was HP. But I think the key thing is we know that all modern I, I think it's, I think that's an opportunity because that changes the game and agility and There that's the big benefit to the ISVs, if our HPE I'd be saying, Hey, because the way the snowflake deal worked, you probably know this is I think they did that deal because the customer came to them and said, you don't exactly that deal. Customers think crazy things happen, right? So if they can get that right with you have to be in snowflake in order to get the governance and the scalability, But you can't do it data clean room unless you are in snowflake. But I think the trend already shows that it's going that way. Well, if you look at outpost is an signal, Dave, the success of outpost launched what four years ago, And I think with what we're seeing in the market now it's They had the R and D can they bring it to the table So very impressed. So the ecosystem is the key for them is because that's how they're gonna fill the gaps. So, you know, I mean, look at the telcos right. I said on the opening, they have serious customers and those customers have serious problems, We're back at the ecosystem to have what probably But I think the expectations I think point next is the point of integration for their security. But if I will have to rely on humans for I mean, I'm sure there's a lot of that stuff that's beginning Because I ask people all the time, they're like, uh, I'm zero trust or is it trust? I move the code, but what enterprise code works without data, I mean, I think the holy grail is can I, can I put my data into a cloud who's ever, So men being men. What do you do with it? You guys, here's a question for you guys analyst, what do you think the psychology is of the CIO or I think she hears HPE or he hears HPE coming in and saying, you don't need to go to the What do you think psycho, do you agree with that? So if HPE provides that data access, right, with all the problems of data gravity and egres one of the offerings and you as customer can plug and play, right. That's the key question. Right. But their execution today is not I wanna be the glue layer. I'll I wanna be, you can do Amazon, but I wanna be the glue layer between the clouds and And comes back to the data. And there's glue levels on API level. But we have to see it. And so, Hey, you know, you guys know better than I APIs can be fragile and Do you guys agree with that? I mean, everyone I talked to was like, no one forecasted a hundred percent work but all the buildings have to be retrofitted and checked for seism logic down. But I think pandemic definitely slowed I don't think she ever was excited that I, that you said, you said that, Up, get tape on that one. I have EDS. Presentations, but you just make your eyes glaze over. And edge. I wish Antonio would CEO in 2015, cuz that's really when this should have started. I think they might have even coined the term You know, and then, you know, just made them, I mean, And I think, I think the GreenLake to me is And I think the, the tell will be partners. It's gonna be a home run if they don't do that, they're gonna miss the operating, But they have to have their own to your point. You don't have to have the fear of where Microsoft is with their vocal large. the machine learning AI impact to the industrial piece. If you can imagine this power panel But that's the long term strategy, And I don't want to hear, oh, we got a portfolio and no, what value are you enabling I think it's gonna be what we were kind of riffing on, which is you have to provide either what their product So be ready for this Steve jobs photo, listening to the customer. So what do you have to do to actually accelerate growth? And I think the weak side of the forecast means that they don't I feel, it feels, it feels like, you know, HP has an opportunity to say here's I guess the other question is, would, would you know, he won't answer a rude question, You have I'm buying, I'm buying HP because they're reliable high quality and they have the outcomes that I want. I'm not sure I'd buy the stock. So Yeah. Never a dull moment with the three of you around <laugh> guys. Thanks so much for sharing your insights and for letting me join this power panel. Great to be here. Don't go anywhere, cuz we'll see you tomorrow for day two, live from Vegas,

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