>>Que presents HP Discover 2022. Brought to You by HP >>Good morning, everyone. It's the Cube live in Las Vegas. Day two of our coverage of HP Discover 2022 from the Venetian Expo Centre. Lisa Martin and David want a what a day we had yesterday and today. Unbelievable >>for today. Big Big day today, >>Big day Today we've got a lot. We got some big heavy hitters on talking with HP customers. Partners, leadership. We've a couple of guests up with us next. Going to be talking more about the ecosystem. He's welcome. Corey Dire, the chief revenue officer, Digital Realty and Cliff Evans, senior director. H P E Green like partner ecosystem Guys. Great to have you on the >>programme. Thank you. Great to be here. >>Thank you for having us excited to be here >>with. So that's so that's harness that excitement. Cory, talk to us about the partnership. The announcement? What's going on there with Digital Realty and Green like? >>Yeah, we're crazy excited about it. You know, we've got customers dealing with data, gravity and the opportunity around that and how they could make use of it. And then they're thinking through digital transformation. How how you doing? Multi cloud and they need a partnership. To do that in this partnership with Green Leg and digital is perfect solution for them. So I'm crazy excited to be here with Cliff absolute with all of you to talk about it and hopefully build out a great partnership in relationship with HP. >>Talk to us. Sure, you're crazy Excitement >>club? Absolutely no. I think it is absolutely fantastic Partnership. I think the term is coming together as organisations. Bringing the two platforms together isn't it is an amazing thing that we have for customers, customers we know they want. They want a cloud experience. But really, they want to do that without really the DC footprint that had previously. So how did they do that in a way that really works for them in a secure client secure, sustainable way. But with the cloud experience. Really, the combination of the two pieces coming together really makes that happen, and that is what that's exciting. So we >>dig in to the two things that you mentioned Cory digital transformation and multiply. When I go back to the early days of cloud, it was that girl, you know, nobody's going to do anything you know ever again in the data centre. You know Charles Phillips, the the CEO of in four, famously said, Friends don't let friends, Bill Data centres, right? Everything's going in the cloud. So a lot of people predicted, You know, guys like you were going to be in trouble. The exact opposite happened. The market took off. So you mentioned digital transformation of multi cloud. Can we peel the onion on that? What? What is it about those two items? Are there other trends? They're driving your business, >>you know, You tied right on to to where it started. All enterprises started going to the club and then they got to the cloud and there was more that they needed to make that rial. I talk about multi cloud. You're going to use different cloud providers for different opportunities and different applications. And so you have to start thinking about how does this work in a world where you're gonna go to multiple clouds, multiple locations and what it really drove? It is the need for Cole location to make this because you've got a distributed architecture in order to enable all of this and then having to have us help you out with it. And partners like HP. That's part of where it comes from. But if you think through going to the cloud, can you stay there? Is that the full solution? You need to secure sustainable solution for that. One of the opportunities for us around that is that if you're building data centres for yourself on Prem, you don't have all the cloud access we do. We've got more cloud access points than anybody. So that helps in this digital transformation. >>How How much home? I'm sorry, Didn't mean to you how much homogeneity is there are our clients or customers saying, Hey, I kind of want the same experience in the same infrastructure. Same same. Or they saying, Hey, I want to do stuff in Digital Realty that I can't get from, you know, a cloud provider, Oracle Rack. You know, something like that, >>I would tell you that they come to us from all the partners. So we are partner community. We are not going up the stack anywhere on that. We do are we do our part. We're really good at doing the data centres really good at building data. They descended sustainable. Our position in the market is sustainability around it. We were the first to sign up on the science based initiatives for zero kind of carbon neutrality and in the future in 2030. And so yeah, so I think there's the partner aspect that they need help with on it to drive that Yeah. >>And I think from that from the HP Green Lake perspective, I think customers they very much want that that cloud experience. But I want to do on their own terms. The partnership allows that to happen on Gapen simply the cloud experiencing with the green light cloud platform to really go and deliver that genuine cloud experience and then building cloud services. On top of that, they get all the benefits that they would have from a public cloud experience, but done in the way that they would prefer to do it. So it's bringing those pieces together on >>I think the other side of you asked if it was it was the same across the board and ubiquitous. It's very bespoke. Solutions weaken D'oh! Every customer we have has a different footprint. Most from the multinationals. So we think through where their data is, where it needs to be accessed where their customers are, where their employees are, what makes the most sense. And then the partnership we have with HP into a whole lot for making very bespoke solution for that customer and help them be successful. Journey >>s O on. That s o. So what we've done with destroy lt is we have a specific offer around how we go to market with this really going how customers So we call it Green Light with co location. It's all about really positioning on offer to customers that says, Look, we can go and do this with you and do it simply and really make it happen very quickly and efficiently. So the customer ends up with a single contract in a single invoice for Green Lake Cloud Services on the co location piece, all in one single contracts. That just makes it a lot easier in terms of organising on a really big part of that as well is that our involvement is also spans right from the design to the implementation to support. So we do the whole thing to really help organisations golf and do this. So that's the big for me. The big differentiator. So rather than just having Green Lake in Cloud Services, were saying, Look, we can now do the Coehlo piece and they can really take the whole thing to a whole new level in terms of that public cloud experience >>in the sari and that that that invoice comes from HPD or Digital Realty is bundled into that >>correct? Yes, directly through the channel. We can sell that in a number of different ways. Customers get that that single invoice on a big part of that as well, just going a little bit deeper on that. So what we do is we We use a part of the company called Data Centre Technology Services, which are a great kind of consulting organisation with tremendous experience and something like 3000 projects across 40 countries from the very smallest of the very largest of data centre implementation. So all of that really makes the whole thing a lot easier from a customer's perspective in terms of designing, implementing and then supporting. So you pull all of that together. It's fantastic >>and I think it's really changed to add on to that partner in prison. So customers, now we're thinking about it differently and data centres differently, and they see us as a strategic partner along with HP. To go after this used to be space, power and calling. Now it's How much connectivity do you have? What your sustainability profile? What's your security profile? How do you secure this data? Date is the lifeblood of all these companies and you have to have a really secure, sustainable solution for them, >>right? That's absolutely critical for every industry. Talk about the specific value prop at a bespoke co location solution delivers to customers. Maybe you got a favourite customer example that you think really articulates the value of this partnership. >>So I think a combination. So so I think we touched on a lot of it, actually. So there's obviously the data centre aspect itself in terms of with the footprint that realty have across the world, you can pick and choose the data centre in the class of data centre that you want in terms of your Leighton see and connectivity that you want. Then really, it's the green make peace in terms of the flexibility that you get with that really is that value. And as I touched on the Green Lake with Cole Oh, I think for me is from our perspective, I think the biggest piece of value that we provide there to really go make it happen. Yeah, >>there's about 70 applications right now that are part of Green Lake Polo that you can bespoke for what you need to. You can think around your specific solutions that you need, and we've got it all right there with HP Green like and follow for us. And because we have a 290 data centre footprint across 50 markets, it gives us the opportunity really be the data centre provider in the Partner for H P, pretty much anywhere but with connective ity everywhere. >>When you say 70 applications, these the 70 services are you talking about talking >>about? Okay, Category 70 services. There's a lot of stuff. >>Cory, when you talked about sustainability a couple of times, is a really important ingredient of the customer decision. Why is it because they're indirectly paying the power bill or is because that's the right thing to do? And they care. There's increased. People care about it more because you go back a while ago. People way always talked about green it, but it was all lip service. Is that changing or is that there? Is there an economics >>changing in a really big way? Almost every conversation I have with customers is how are you doing Sustainability. So if they're doing an on Prem, that's not their core capabilities. They don't know how to do that. On our end, I mentioned our SP R science based initiatives that we signed up for. But how do we enable that? Enable it for how do we build in designer data centres? How do we actually work them and operate them? And then how do we go after all the green sources of sustainable energy including, I think since 2015, we've issued six billion in green bonds around that same support of it. So yeah, >>and your customer can then I presume, report that on their sustainability report a >>good way to think about it. You no longer have your data centre at its sometimes less efficient way than way are we're really good at building sustainable data centres, and then you can actually get some credits back and forth, >>just from agreement. Perspective. So Green Lake. So there's a specific Forrester Impact report that looks a green lake on how it how it performs from sustainability. Perspective on Greenlee really is giving you their 30% reduction in your energy consumption. So there's a big kind of win there as well, I think. Which is then, >>why? Where does that come from? >>So it Zim part that kind of the avoidance of over provisioning such that you going right size things, Then you have you have you have a certain amount of reserve capacity that you're using them just using the extra consumption piece when you need it. So rather than having everything running at full speed, it really is kind of struggling as to how that work. So you get a combination of effects >>with consulting and the thoughtfulness around this bespoke solution that you have. You end up needing fewer servers, pure technology that drives less power consumption and therefore you get a lot of this same really base it down. You >>talked about the savings you talked about the simplification delivery perspective. Talk about the implementation. What's the time to value that Organisations can glean from this partnership >>superfast So So yeah this This does accelerate the whole process from from initial kind of opportunity if you like and customer inquiry through to actual implementation So previously this would take considerable amount of time in terms of to ing and froing between multiple organisations on Now what we do is coordinate that do it efficiently and effectively So D. C. T s Data Sentinel services team very closely. Just have those connections often do those things incredibly quickly and it does accelerate the whole time >>and they're tied in with our team is well around. Where's the leighton? See where the solutions Because we're really thinking about what is your stack looked like from an HP perspective, but then where you need to deploy it so that you have access to the clouds You have the right proper Leighton see across your environment and you really haven't distributed architecture that works the best for you and your company. >>So this is probably answer those questions Probably both, but I'm asking anyway, I've always been a repatriation sceptic, but I'm happy to be proven wrong. You guys have other data. And maybe this is part of what one of my blind spots question is, is what's driving your business in terms of the EU's case? Is it organisations saying Hey, we want to get out of the data centre business way Don't want to put everything into the cloud but we're going to go on a digital realty and being green leg and we're gonna move into that cola Or is it? People say, You know, while we over rotated into the cloud, you were going to come back. So it's >>both. It's both, >>Yeah, in the empire. The credit. >>I think there are a lot of customers with good intentions on going to the cloud, and then there's some cost with it that maybe they didn't fully factor in it at that time. And now you've got the ability around these bespoke solutions to really right size every bit of this. And when they originally did it, they didn't think through a distributor architecture. They thought my own prim, and then I'm just gonna burst everything that a cloud that's no longer the case, and it's not really the most efficient way to your point about repatriation. They start pulling their storage back in. Well, where do you want your data? Where do you want your storage? You wanted as close as you can to the clouds for that capability and in a solution that's wrapped around it makes it very simple for you. >>I think the repatriation is very real and is increasing, eh? So we're seeing a lot of it in terms of activity and customers really trying to understand the cost that they're incurring now from a public cloud perspective. And how can they do that differently? In fact, with combined offer that we have it, it makes it a lot easier to compare. So, yeah, that really is accelerating because you don't >>see it in the macro numbers. I mean, just to be honest, you see the cloud guys combined growing 35%. And is that because your business is in transition from traditional on prime model, too, and as a service model, and so you've got that imbalance and it gets hidden in >>all that, and I think it's I think it's a new wave of things that are happening. Yeah. I mean, there's a there's a lot of things, obviously, that makes complete sense to me in Public Cloud, but I do think there's been an over rotation towards it, so I think now that realisation and it's going to take time to kind of pick that. But it's absolutely happening. There are a lot of opportunities that we've gotten some very big ones I'd love to talk about. Can't quite talk about them just get but really, where there's big, big savings in terms of what they're paying from a public cloud perspective, Really, what they want is that full management cloud service to go make it happen. So the combination of the data centre piece to Green Lake piece and then some management services, whether they're from ourselves or from party community, from manage service providers that we also work with, that gives them the complete package. >>So I have another premise. A lot of it, of course, is traditionally been focused on internal, and I feel like there's a new era coming. It's talks of the ecosystem. Are you seeing customers not only running there it in digital realty and connecting to the cloud in a hybrid fashion, but also actually building new value and building businesses that are customer facing on that that air monetize herbal. Are you seeing that? Is that happening and having examples, even generic? >>Well, basic from our perspective, our partner community, that's what they do. We have a tonne of enterprise customers, but I'll need to connect and integrate the data that you have doesn't do anything for you, Fitz on its own. And it's not interacting with other data points. And it's not around interacting with other customers, other solutions in one night. So it does help build out a partner community, a solution community for our customers in our data centres and across the >>are their industry patterns emerging. In other words, is that data ecosystems emerging by industry or is a sort of or horizontal? >>There's a mix. So I think there's a lot of lot of financial sector stuff. Yes, certainly. And then certainly manufacturing s O. I think it's interesting that you're getting a bit of a combination, but not a lot of financial sector. >>Of course, the big bags early on that they could build their own cloud. Yeah, now they're probably rethinking that. Yeah, well, maybe >>they're also service providers. When you're that large a za bank on their end. They're doing a lot of work. E. I would also say the other part that a lot of people see as an opportunity is around all the HPC and AI applications as well, in addition to manufacturing distribution. So there's a lot of use cases, a lot of reasons, like us from sort of doing this >>wrap us up with value, perhaps that you're talking Torto Financial Services Organisation or a manufacturing company. What is that 32nd elevator pitch value problem? Why they should go HP Making Digital Realty together. >>So I would say green, like Rico location gives you a single contract. Singling voice, easy to go and design, implement support and go make happen. Sorry, that's very simple way say, very just make it easy >>on. And I would just say thank you on that. It's been great to speak with you guys. And yeah, when you think through that part of it also is a bespoke opportunity to put your data where it needs to be closer to your customers. Closer to the action you were thinking through the rape reiteration of it. A lot of it's being built out there on phones and whatnot. So you've got to think through where your data is and how you managed to >>write and enable every every company in every industry to be a data company. Because that's what, of course, the demanding consumers demanding that demand isn't it is not going to turn down right now. Absolutely. Just thanks so much for David. Very much. Thank you. Together in the ecosystem, there are guests. And Dave l want a I'm Lisa Martin. You're watching the key of live from the Venetian Expo Centre in Vegas, Baby. David, I will be back there next guest in a minute.

>>mm we are back and with us now is Alan welcome from the 65 oh Group 650 is a market research company and their specialty focus areas are cloud and IOT. They look at growth markets, They also look at the broader communications and information technology industries. Alan has been a leading data center researcher for over a decade and an enterprise class switch designer. So he's got the chops in that in that sense. Alan, welcome to the cubes. Great to see you. >>Great. No thanks so much for having me looking forward to discussing this with you. >>Okay, so let's get right into it. I mean what is your initial reaction to this announcement? The news? What do we need to know about it? >>I think this is an amazing product. We're heading into a whole new class of product here. Something that can address future designs. So if we look at kind of data center switching in the market, we've been looking at market where we created a new class of category about 15 years ago in data center switching. And we're at a point where we need to start looking forward in the market to address new use cases and sort of customer pain points out there. >>So how should we think about this new category? What's your take on why this is necessary. Why now? >>Well, I think again, if we go back in time, about 15 years ago we created data center switching as a category and the reason for that was we had purpose built products to address a unique use case. When we look at now we have a new use case forming whether it's sort of multi cloud Or how we're deploying applications and security things are different and we need a new class of product in order to address that. And if we look at kind of the opportunity here, we're talking about a market and a class of product that's going to do north of $10 billion dollars in just a couple years. So we have a magnitude and sort of a market category that makes sense to kind of be differentiated and unique from the way we've been looking at the markets in the past. How >>should we think about sort of a follow up on this? If I may, how should we think about, you know, the history of whether it's F P G A or a C X. You're seeing a lot of more program ability built into the system on chip these days. How do you see that trend fitting in and is that an important trend that you would note? >>Yeah, absolutely. So if we look at kind of the way the servers evolved, we have F P G A S a six smart nick now we call them Gpus and it's really been to address these pain points via hardware and software out there and to a certain extent the server has been a little bit ahead with that smart nick and now DPU category and this creates a great opportunity for the network to embrace the same sort of technology and accelerate how we're deploying workloads and really sort of solve those customer pain points, right. The human just can't scale relative to what we've been doing in the past. Got >>it. So how do you think customers are gonna react to this used to be a designer of this type of equipment? How and why might a customer adopt this type of solution and maybe what are some of the barriers that they'll need to consider when, when moving to this approach? >>Yeah, I think customers are going to be excited, right? If you look at it again, they can't scale, they have application Creep, they have security creep, they have data creep out there and this class of product allows them to kind of look at the network a little bit differently and maybe build the network kind of on a go forward 10 year basis than sort of in the past out there. And that's why they're going to look at it in terms of deployments hurdles, I'd say not so much out there. Right. The hybrid cloud and enterprise is moving so fast these days, whether it's because we're working from home or just sort of the agility factor that I think they'll be quick to embrace this because it will enable them to move faster and be more agile or just say more cloud like >>so is that really the use case here? It's kind of cloud slash hybrid cloud on prem cloud and then ultimately connecting to the edge. >>It is, yeah, absolutely. So everyone uses a different term for hybrid cloud or co location or things like that. But ultimately this is the part of the market that's growing very rapidly for enterprises as they try to move their applications, their workflows and their data to more hybrid environment out there. And some of that is as simple as just moving the data. And some of that is kind of going into security and sort of questioning how you move that data around and secure it on a forward basis. A lot >>a lot of customers we talked to tell us, look, the security in the cloud is fine. It's just may be somewhat different and we want to have greater flexibility. So we either want to do this on prem or the other big trend that we see. And I wonder if you could talk about this is we see people putting infrastructure into a Coehlo uh to offer to allow themselves to maybe not get locked into a single cloud provider, expand their optionality building their own sort of infrastructure layer, their own sort of internal cloud, if you will. Can you comment on that? >>Yeah. Co location is a very big trend out there. As you said. It enables you to not be locked into your particular cloud provider. It also gives you proximity to all cloud providers, all staffs providers out there. Uh so deploying and polo makes a lot of sense out there and that creates another pool of data or pool of information that the IT managers need to think about in terms of managing out there. >>So what's the sweet spot for this? And thinking in terms of a business cases that consolidating sort of legacy infrastructure simplification, enabling people to transfer skills up up the stack if you will to support their digital transformation. How do you see the business case evolving here? Alan, >>yeah, it really is simplification and that digitization journey that all enterprises are on the human just simply can't scale with the number of applications or the complexity of those applications and as you get more complex, your costs go up. So this is really about simplification, reducing costs and again, kind of building and taking that journey Forward for the next 10 years vs doing things the same way you've been doing it there, which allows you to move up stack. How do you >>see this partnership, HP Ruba Pensando. Do you see it as unique in the business or the ahead of the game in your opinion? How do you sort of handicap that? >>Yeah, it is unique and it is ahead of the game. So there is a first mover advantage going on here, but I think this partnership shows how the data center is going to be different 5, 10 years in the future and we're starting to create purpose built products to address that change. We simply can't build the way we've been building in the past. Again, whether it's the device not scaling or the human not scaling, we need to look at this differently for many, many reasons. >>Awesome. Okay, alan, we got to leave it there really. Thanks for bringing the analyst perspective. We'll give you the last word. If there's any kind of research you've got, that's worth noting or any last thoughts, please bring it home. >>Yeah, we've been tracking this space for over, You know, 15 years personally. Uh, and there's a lot of new research we have in this area, whether it's this class of product data center switching, uh, location types out there, verticals. So we're really excited to kind of be at the forefront. Well, thanks vision on the future. >>Well, thanks for that, appreciate it. Look, we've been covering this announcement and the initiatives around disrupting the traditional space and uh we thank everybody for watching. Remember all this content is available on demand. If you want more information. Just hit up your HP Aruba rep, you know, I'm sure they'll be eager to help you out. So, again on demand, we will be available immediately. Appreciate you watching the cubes, coverage of the HP, Aruba Pensando announcements, appreciate it. >>Mm

>>you welcome to the cubes, continuing coverage of Splunk dot com. 21 I'm lisa martin of a couple guests here with me. Next talking about Splunk H P E N. Deloitte, please welcome Casey Clark, Managing Director and chief architect at Deloitte and Elias Alanya Master Technologists Office of the North American C T O at H P E. Guys welcome to the program. Great to have you. >>Thank you lisa. It's great to be here. >>Thanks lisa >>Here we still are in this virtual world the last 18 months, so many challenges, some opportunities, some silver linings but some of the big challenges that organizations are facing this rapid shift to remote work. The rapid acceleration In digital transformation ran somewhere up nearly 11 x in the first half of this year alone. Solar winds talk to me about some of the challenges that organizations are facing and how you're helping them deal with that Casey >>we'll start with you So most of our clients as we move to virtual um have accelerated their adoption of multiple cloud platforms. You know, moving into a W S into Azure into google. And one of the biggest challenges is in this distributed environment, they still have significant workloads on prem Part of the workloads are in office 3 65. Part of them are in salesforce part of them they're moving into AWS or big data workloads into google. How do you make this all manageable from both. A security point of view and accelerating threats. Uh make that much worse but also from an operational point of view, you know, how do I do application performance management when I have workloads in the cloud calling. Api is back on prem into the mainframe. How do I make an operationally when I have tons of containers and virtual machines operating out there? So the importance of Splunk and good log management observe ability along with all the security management and the security logs and being able to monitor for your environment in this complex distributed environment is absolutely critical and it's just going to get more complex as we get more distributed. >>How can companies given the complexity? How can companies with these complicated I. T. Landscapes get ahead of some of these issues? >>One of the things that we really focused on making sure that you're getting ahead of those and you know we work with organizations like Splunk and Deloitte is how do we how do we collect all of the data? Not just a little bit of it, you know Splunk, help and Deloitte are helping us look across all of those places. We want to make sure that we can can really ingest everything that's out there and then let the tools like Splunk then use all of that data. We found a lot of organizations really struggle with that and with the retention of that data it's been a challenge. So those are things that we really worked hard on figuring out with organizations out there um how to how to ingest retain and then modernize how they do those things at the same time. >>I was reading the Splunk state of Security report which they surveyed over 500 security leaders I think it was over nine um global economies and they said 78% of security and I. T. Leaders worry 78% that they're going to be hit by something like solar winds. Um That style of attack Splunk saying security is a data problem but also looking at all this talk about being on the defensive and preventing attacks the threat landscape escaping companies also have to plan for growth. They have to plan for agility. How do you both help them accomplished? Both at the same time Casey will start with you. >>Well fundamentally on the security front you start with security by design. You're designing the logging the monitoring the defenses into the systems as they are being designed up front as opposed to adding them when you get to Um you know you 80 or production environment. So security by design much like devops and Fc cops is pushing that attitude towards security back earlier in the process so that each of the systems as we're developing them um have the defenses that are needed and have the logging that are embedded in them and the standards for logging so that you don't just get a lot of different kinds of data you get the data you actually need coming into the system and then setting up the correlation of that data so you can identify those threats early through a i through predictive analytics, you get to identify things more quickly. You know, it's all about reducing cycle times and getting better information by designing it in from the beginning, >>standing in from the beginning that shifting left Elias. What are your thoughts about this, enabling that defense, designing an upfront and also enabling organizations to have the agility to grow and expand? >>Yes, sort of reminded of something our friends with the Blue oval used to say in manufacturing quality isn't inspected, it's built in right and and two cases point you have to build it in. We've we've definitely worked with delight to do that and we've set up systems so that they have true agility. We've done things like container ice block with kubernetes uh you know, work with object storage. A lot of the new modern technologies that maybe organizations aren't quite accustomed to yet are still getting on board with. And so we wrap those up in our HP Green Lake managed services so that we can provide those things to organizations that aren't maybe aren't ready for them yet. But the threat landscape is such that you have to be able to do those things if you're not orchestrating these thousands and thousands of containers with something like kubernetes, it's just it becomes such a manual labor intensive process. And so that that labor intensive, non automated process. That's the thing that we're trying to remove. >>Well that's an inhibitor to growth, right number one there, let's go ahead and dig into the HP. Deloitte Splunk solution case. I'm going to go back over to, you talk to me about kind of the catalyst for developing the solution and then we'll dig into it in terms of what it's delivering. >>So Deloitte has had long term partnerships with both H B E and Splunk and we're very excited about working together with them on this solution. Um the HP Green Light, which is hardware by subscription, the flexibility of that platform, you know, the cost effectiveness of the platform. Be able to run workloads like Splunk on it that are constantly changing. You have peaks and valleys depending on, you know, how much work you're doing, how many logs are coming in and so being able to expand that environment quickly through containerized architecture, Oz Funk, which is what we worked on, um you know, with the HP Green Light team uh and and also with spunk so that we can Federated the workloads and everything that's going on on prem with workloads that are in the cloud and doing it very flexibly with the HP on prim platform as well as, you know, Splunk on google and Azure and Splunk cloud um and then having one pane of glass that goes across all of it has been very exciting. You know, we were getting lots of interest in the demo of what we've done on the Green light platform and the partnership has been going great, uh >>that single pane of glass is so critical. We talked about cloud complexity a few minutes ago, customers are dealing with so many different applications there now in this hybrid multi cloud world, it's probably only going to proliferate, Let's talk to me about H P. S perspective and how you're going to help reduce the cloud complexity that customers in every industry are facing. >>Yeah, so within the HP Green Lake umbrella of portfolio, we have set up our uh admiral container platform, for example, are Green Lake management services. We bring all these things together in a way that that really can accelerate applications uh that can make the magic that Deloitte does work underneath. And so when, when our friends at Deloitte go and build something, someone has to, has to bring that to life, has to run it for for our customers. And so that's what Hb Green Lake does, then we do that in a way that fundamentally aligns to the business cycles that go on. And so, uh you know, we think of cloud as an operating model, not necessarily just a physical destination. And so we work on prem Coehlo public hybrid Green Lake spans across all of those and can bring together in a way that really helps customers. We've seen so many times, they have these silos and islands of data. Um you know, you've got uh data being generated in the cloud. Well, you need Splunk in the cloud, you've got the energy generated in uh, Amelia, Well you've got spunk into me and so so Deloitte's really done some great things to help us put that together and then we, we underpin that with the, with the green like uh management services with our software and our infrastructure to make it all >>work. Yeah, Elias, one of the areas that you just mentioned is is one of the hottest trends that we've noticed out there. A lot of clients, you know, with the competition for skilled resources out there on the engineering side and operations are looking at managed services as an option to building, you know, their own technology, you know, hiring their own team, running it themselves and the work that we do with both on the security side as well as operations to provide managed services for our clients in collaboration with companies like HP E and running of the Green Lake platform platforms as well as one cloud, those combined services together and delivered as a managed service uh to our clients is an exciting trend out there that um, is increasingly seen as very cost effective for our clients >>saving cost is key case. I want to get your perspective on what you think differentiates this, this solution, the technology alliance, what are the differentiators in this from Deloitte's lens. >>So bringing the expertise of a company like HP and the flexibility and expand ability of the Green lake platform and the container ization that they've done with Israel, you know, it's, it's bringing that cloud like automation and virtual and flexibility to on uh, the on prem and the hybrid cloud solution combined with Splunk who is rapidly expanding not only what they do in the security space where the constantly changing security landscape out there, but also in observe ability application, performance management, um, Ai ops, um, you know, fully automated and integrated response to operational events that are out there. So HP is doing what they do really well and adapting to this new world. Splunk is constantly changing their products to make it easier for us to go after those operational issues. And Deloitte is coming in with both the industry and the technical experience to bring it all together, you know, how do you log the right things, you know, how do you identify, you know, the real signal versus the noise out there? You know, when you're collecting massive amounts of log data, you know, how do you make it actionable? How can you automate those actions? So by bringing together all three of these berms together, uh we can bring a much better, much, much more effective solutions to our clients in much shorter time frames, >>Shorter time frames are key given that one of the things we've learned in the last 18 months, is that real time is really business critical for companies in every industry unless I want to get your perspective from a technology lens, talk to me about the differentiators here, what this solution is three way alliance brings to your customers. >>Yeah, sure thing. We've done a lot of work with Deloitte and with Intel also on performance optimization, which is, is key for any application and that gets to what I mentioned earlier of bringing more data in some of the work that we've done with until we've able been able to accelerate Are the ingest rate of Splunk by about 17 times, which is pretty incredible. Uh, and that allows us to do more or do more with less and that can help reduce the cost. Also done a lot of work on the, on the setup side. So there's a lot of complexities in running a big enterprise application like Splunk. Um, it does a lot of great things but with that comes some complications for sure. And so, uh, a lot of the work that we've done is to help really make this production ready at scale disaster tolerance and bring all of those things together. And that >>requires a fair amount of >>work on the back end to make sure that we can, we can do that at scale and, and to be a, you know, to run, you know, in a way that businesses of significant size can take advantage of these things without having to worry about what happens if I lose a data center or what happens if I lose a region. Um And and to do those things with absolute assurance >>That's critical case you have a question for you. How will this solution help facilitate one of the positives that we've seen during the last 18 months and that is the strengthening of the IT security relationship. What are your thoughts there? >>I think one of the important things here is that the standardization and automation of what we're what we're bringing together you know so that security can monitor all the different things that are being configured because I can go in and look at the automation that it's creating them. So we have a very dynamic environment now with the new cloud based and virtualized environment so going in and manually configuring anything anymore. It's just not possible. Not when you're managing tens of thousands of servers out there. So security working together very closely with operations and collaborating on that automation so that the managed services are are configured right from the beginning as we talked about security about design. Operations by design in the beginning it's that early collaboration and that shift left that is giving us the very close collaboration that results in good telemetry, good visibility you know good reaction times on the other end. >>That collaboration is something that we've also seen is really a key theme that's emerged I think from all of us in every industry in the last 18 months. And I want to punt the last question to you and that's where can customers go to learn more information? How do they get started with this solution? >>A great way to get started is to reach out to our partners like Deloitte, they can help you on that journey. Hp. Es there, of course. Hp dot com. We have a number of white papers, collateral presentations, reference architecture is you name it, it's out there. But really every organization is unique. Every every challenge that we come up with always requires a little bit of hard thinking and and so that's why we have the partnership >>to be able to work with customers and collaborate. I'll say to really identify what their challenges are, how they help them in this very dynamic. No doubt continuing to be dynamic market. Thank you both so much for joining me talking to me about what Deloitte Splunk NHP are doing, how you're helping customers address that cloud complexity from the security lens, the operations lens. We appreciate your time. >>Thanks lisa. Thank you lisa tonight >>For my guests. I'm Lisa Martin, you're watching the cubes coverage of splunk.com 21. Yeah. Mhm

>>Hello and welcome to the power of and where H P E Aruba and Pensando are changing the game the way customers scale at the cloud and what's next in the evolution in switching everyone. I'm john ferrier with the Cuban. I'm here with Shane Corbyn, Director of Technical Product management. Pensando Williams show vice president Product management, Aruba HP Gentlemen, thank you for coming on and doing a deep dive and and going into the big news. So the first question I want to ask you guys is um, what do you guys see from a market customer perspective that kicked this project off? Amazing results over the past year or so. Where did it all come from? >>It's a great question, John So when we were doing our homework, there were actually three very clear customer challenges. First, security threats were largely spawned with from within the perimeter. In fact, four star highlights that 80% of threats originate within the internal network. Secondly, workloads are largely distributed, creating a ton of east west traffic and then lastly, network services such as firewalls load balancers. VPN aggregators are expensive. They're centralized and then ultimately result in service changing complexity. So everyone, >>so go ahead. Change. >>Yeah. Additionally, when we spoke to our customers after launching initially the distributed services platform, these compliance challenges clearly became apparent to us and while they saw the architectural value of adopting what the largest public cloud providers have done by putting a smart making each compute note to provide these state full services. Enterprise customers were still were struggling with the need to upgrade fleets and Brownfield servers and the associated per node cost of adding a spark nick to every compute node. Typically the traffic volumes for on a personal basis within an enterprise data center are significantly lower than cloud. Thus we saw an opportunity here to in conjunction with Aruba developed a new category of switching product um, to share the crossing capabilities of our unique intellectual property around our DPU across a rack of servers that Net Net delivers the same set of services through a new category of platform, enabling a distributed services architecture and ultimately addressing the compliance and uh, TCO generating huge TCO and ri for customers. >>You know, one of the things that we've been reporting on with you guys as well as the cloud scale, this is the volume of data and just the performance and scale I think the timing of the, of this partnership and the product development is right on point. You got the edge right around the corner more, more distributed nature of cloud operations, huge, huge change in the marketplace. So great timing on the origination story there. Great stuff. Tell me more about the platform itself. The details what's under the hood, the hardware. Os, what are the specs? >>Yeah, so we started with a very familiar premise, Ruba customers are already leveraging C X with an edge to cloud, common operating model and deploying Leaf and spy networks. Plus we're excited to introduce the industry's first distributed services switch where the first configuration has 48 25 gig ports with 100 gig uplinks running Aruba C X cloud native operating system. Pensando A six and software inside enabling layer four through seven staple services you want to elaborate on. >>Let me elaborate on that a little further. Um, you know, as we spoke, existing platforms and how customers were seeking to address these challenges were inherently limited by the diocese and that thus limited their scale and performance and ability in traditional switching platforms to deliver truly stable functions in in a switching platform. This was, you know, architecturally from the ground up. When we developed our DPU 1st and 2nd generation, we delivered it or we we we built it with staples services in in mind from the Gecko. We we leverage to clean state designed with RP four program with GPU, we evolved to our seven nanometer based DPU right now, which is essentially enabling software and silicon and this has generated a new level of performance scale flexibility and capability in terms of services this serves as the foundation for or 200 gig card where we're taking the largest cloud providers into production for. And the DPU itself is designed inherently to process state track state connections and state will flow is a very, very large scale without impacting performance. And in fact, the two of these deep you component service, their services foundation of the C X 10-K And this is how we enable states of functions in a switching platform. Functions like stable network network fire walling, stable segmentation, enhance programmable telemetry. Which we believe will bring a whole lot of value to our customers. And this is a, a platform that's inherently programmable from the ground up. We can we can build and and leverages platform to build new use cases around encryption, enabling state for load balancing, stable nash to name a few. But the key message here is this is this is a platform with the next generation of architecture is in mind is programmed but at all levels of the stack and that's what makes it fundamentally different than anything else. >>I want to just double click on that if you don't mind before we get to the competitive question because I think you brought up the state thing, I think this is worth calling out if you guys don't mind commenting more on this state issue because this is big cloud. Native developers right now want speed, they're shifting left at the Ci cd pipeline with program ability. So going down and having the program ability and having state is a really big deal. Can you guys just expand on that a little bit more and why it's important and how hard it really is to pull off. >>I I can start I guess. Well um it's very hard to pull off because of the sheer amount of connections you need to track when you're developing something like a state, full firewall or state from load balancer. A key component of that is managing the connections at very, very large scale and understanding what's happening with those connections at scale without impacting application performance. And this is fundamentally different. A traditional switching platform regardless of how it's deployed today in a six don't typically process and manage state like this. Memory resources within the shape aren't sufficient. Um the policy scale that you can implement on a platform aren't sufficient to address and fundamentally enable deployable fire walling or load balancing or other state services. >>That's exactly right. So the other kind of key point here is that if you think about the sophistication of different security threats, it does really require you to be able to look at the entire packet and more so be able to look at the entire flow and be able to log that history so that you can get much better heuristics around different anomalies. Security threats that are emerging today. >>That's a great great point. Thanks for bringing that extra extra point out, I would just add to this, we're reporting this all the time when silicon angle in the cube is that you know, the you know, the the automation wave that's coming with around data, you know, it's the center of data now, not date as soon as we heard earlier on with the presentation data drives automation having that enabled with state is a real big deal. So I think that's really worth calling out now. I got to ask the competition question, how is this different? I mean this is an evolution, I would say it's a revolution you guys are being humble um but how is this different from what customers can deploy today >>architecturally, if you take a look at it? So we've, we've spoken about the technology and fundamentally in the platform, what's unique in the architecture but foundational e when customers deploy stable services, they're typically deployed leveraging traditional big box appliances for east west or workload based agents which seek to implement stable security for each East west architectural, what we're enabling is staples services like fire walling, segmentation can scale with the fabric and are delivered at the optimal point for east west which is through the Leaf for access their of the network and we do this for any type of workload. Being deployed on a virtualized compute node being deployed on a containerized, our worker node being deployed on bare metal agnostic of topology. It can be in the access layer of a three tier design and a data center. It can be in the leaf layer of the excellent VPN based fabric. But the goal is an all centrally managed to a single point of orchestration control which William we'll talk about shortly. The goal of this is to to drive down the TCO of your data center as a whole by allowing you to retire legacy appliances that are deployed in in east west role, not utilized host based agents and thus save a whole lot of money. And we've modeled on the order of 60 to 70% in terms of savings in terms of the traditional data center pod design of 1000 compute nodes which will be publishing and as as we go forward, additional services as we mentioned like encryption, this platform has the capability to terminate up to 800 gigs of line, right encryption, I P sec VPN per platform state will not load balancing and this is all functionality will be adding to this existing platform because it's programmable as we mentioned from the ground up. >>What are some of the use cases lead and one of the top use case. What's the low hanging fruit? And where does this go? Service providers enterprise, what are the types of customers you guys see implementing? >>Yeah, that's what's really exciting about the C X 10,000 we actually see customer interest from all types of different markets, whether it be higher education service providers to financial services, basically all enterprises verticals with private cloud or edge data centers for example, could be a hospital, a big box retailer or Coehlo. Such as an equity. It's so it's really the 6 10,000 that creates a new switching category enabling staple services in that leaf node, right at the workload, unifying network and security automation policy management. Second, the C X 10,000 greatly improved security posture and eliminates the need for hair pinning east west traffic all the way back to the centralized plants. Lastly, a Shane highlighted there's a 70% Tco savings by eliminating that appliance brawl and ultimately collapsing the network security operations. >>I love the category creation vibe here. Love it. And obviously the technical and the cloud line is great. But how do the customers manage all this? Okay. You got a new category. I just put the box in, throw away some other one. I mean how does this all get down? How does the customers manage all this? >>Yeah. So we're looking to build on top of the ribbon fabric composer. It's another familiar sight for our customers which already provides for compute storage and network automation with a broad ecosystem integrations such as being where the sphere be center as with Nutanix prison And so aligned with the c. x. 10,000 at G. A. now the aruba fabric composer unifies security and policy orchestration and management with the ability to find firewall policies efficiently and provide that telemetry to collectors such a slump. >>So the customer environments right now involve a lot of multi vendor and new frameworks cloud native. How does this fit into the customer's existing environment? The ecosystem. How do they get that get going here? >>Yeah, great question. Um our customers can get going is we we built a flexible platform that can be deployed in either Greenfield or brownfield. Obviously it's a best of breed architecture for distributed services were building in conjunction with the ruble but if customers want to gradually integrate this into their existing environments and they're using other vendors, spines or course this can be inserted seamlessly as a leaf or an access access to your switch to deliver the exact same set of services within that architecture. So it plugs seamlessly in because it supports all the standard control playing protocols, VX, Lenny, VPN and traditional attitude three tier designs easily. Now for any enterprise solution deployment, it's critical that you build a holistic ecosystem around it. It's clear that this will get customer deployments and the ecosystem being diverse and rich is very, very important and as part of our integrations with the controller, we're building a broad suite of integrations across threat detection application dependency mapping, Semen sore develops infrastructure as code tools like ants, Poland to answer the entire form. Um, it's clear if you look at these categories of integrations, you know XDR or threat detection requires full telemetry from within the data center. It's been hard to accomplish to date because you typically need agents on, on your compute nodes to give you the visibility into what's going on or firewalls for east west flaws. Now our platform can natively provide full visibility in dolphins, East west in the data center and this can become the source of telemetry truth that these Ml XT or engines required to work. The other aspects of ecosystem are around application dependency mapping the single core challenge with deploying segmentation. East West is understanding the rules to put in place right first, is how do you insert the service uh service device in such a way that it won't add more complexity. We don't add any complexity because we're in line natively. How do we understand that allow you to build the rules are necessary to do segmentation. We integrate with tools like guard corps, we provide our flow logs a source of data and they can provide rural recommendations and policy recommendations for customers around. We're building integrations around steve and soar with tools like Splunk and elastic elastic search that will allow net hops and sec ops teams to visualize, train and manage the services delivered by the C X 10-K. And the other aspect of ecosystem from a security standpoint is clearly how do I get policy from these traditional appliances and enforce them on this next generation architecture that you've built that can enable state health services. So we're building integrations with tools like toughen analgesic third party sources of policy that we can ingest and enforcing the infrastructure allowing you to gradually migrate to this new architecture over time >>it's really a cloud native switch, you solve people's problems pain points but yet positioned for growth. I mean it sounds that's my takeaway. But I gotta ask you guys both what's the takeaway for the customers because it's not that simple for that. We have a complicated >>Environment. I think, I think it's really simple every 10 years or so. We see major evolutions in the data center in the switching environment. We do believe we've created a new category with the distributed services, distributed services, switch, delivering cloud scale distribute services where the local where the workloads were side greatly simplifying network security provisions and operations with the Yoruba fabric composer while improving security posture and the TCO. But that's not all folks. It's a journey. Right. >>Yeah, it's absolutely a journey. And this is the first step in in a long journey with a great partner like Aruba, there's other platforms, 100 or four gig hardware platforms we're looking at and then there's additional services that we can enable over time allowing customers to drive even more Tco value out of the platform and the architectural services like encryption for securing the cloud on ramp services like state for load balancing to deploy east west in the data center and you know, holistically that's that's the goal, deliver value for customers and we believe we have an architecture and a platform and this is the first step in a long journey. It's >>a great way. I just ask one final final question for both of you. As product leaders, you've got to be excited having a category creation product here in this market, this big wave. What's what's your thoughts? >>Yeah, exactly. Right. It doesn't happen that often. And so we're all in, it's it's exciting to be able to work with a great team like Sandu and chain here. And so we're really excited about this launch. >>Yeah, it's awesome. The team is great. It's a great partnership between and santo and Aruba and you know, we we look forward to delivering value for john customers. >>Thank you both for sharing under the hood and more details on the product. Thanks for coming on. >>Thank you. Okay, >>the next evolution of switching, I'm john furrier here with the power of An HP, Aruba and Pensando, changing the game the way customers scale up in the cloud and networking. Thanks for watching. Mhm.

>>Welcome back to our coverage of HBs. Green Lake announcement's gonna talk about transformation acceleration, who doesn't wanna go faster as they're transforming, right? Everybody is transforming and they want to go as fast as possible to get time to value keith White is here, he's the senior vice president and general manager of Green Lakes commercial business at HP. Michelle LaU is Green Lake cloud services solutions at HP gents. Welcome. Good to see you >>awesome to be here. Thanks so much. Great to be here. >>Dave keith, we've we've been talking virtually for >>quite some time now. >>Q three earnings beaten raise uh focusing on, you know, some real momentum uh want to understand where it's coming from. A r I've said it's headed toward a billion, I think you said 700 million was where you were at last quarter, 1100 customers, orders were up 46%,, Last quarter revenue up over 30%. Where's the momentum >>coming from? No, it's fantastic. And I think what you're seeing is, you know, the world is hybrid. So in essence customers are looking for that solution that says, hey, mere my public cloud with my on premise scenario and give me that hybrid solution and we're just seeing just tremendous momentum and interest across a variety of workloads across a variety of vertical solutions and frankly we're seeing customers basically uh lean in on really running their business on HP. Green Lake, so you know, we had a pretty exciting announcement with the s a a couple weeks back, $2 billion deal, um but again, this shows the value of what Green Lake and the on prem requirements are high level of security, high level of capability? They're doing analytics on all the data that's out there. I mean this is the number one intelligence agency in the world. Right? So super excited about that and it just validates our strategy and validates where we're going. Um the other thing that's really exciting is we're seeing a lot of customers with this whole S. A. P migration, right? Um so ongc, one of the largest oil and gas companies in India, I want to say it's one of the top five S. A. P. Implementations in the world has chosen. Green Lake is their opportunity as well, huge retailers like wal wars. Uh so worldwide we're seeing tremendous momentum. >>That's great. Congratulations on the momentum. I know you're not done uh Michelle new role for you. Awesome. Um when we covered uh discover this year in the cube, we talked about sort of new workload solutions that you guys had. Uh S. A. P. As keith was just mentioning Ml Ops V. D. I. A number of of those workloads that you were really focused on the solution side. How's that going? Give us the update there? >>No, it's coming along really well. I mean you highlighted some of the big ones there. I mean the way we are thinking about Green Lake. Right? I mean, you know, we talked about the great momentum that we've had. The question is why are we having that right? Why are missing that momentum in the market? And I think I'll kind of call out a few features of the green platform that's really making it attractive to customers. Right? What is the experience? What we're trying to do is make it a very, very seamless experience for them? Right. Quick provisioning, easy to manage, easy to monitor, kind of an automated solution. Right? So that's kind of a key element of what we're trying to offer performances. Another one. Right? I mean, the end of the day, what we're doing is we are building out our infrastructure stack and the software stack in such a way that is optimized for the performance. Right? I mean, if you take data for example, it's called the right elements to make sure that the analytics can be done in a machine learning algorithms can be run. So those are like, you know, some of the performance, I think it's a great experience is a big factor. Tco right? I mean customers are very, very focused on their cost base. Right? Especially as they are starting to run up the bills in public cloud. They're like, man, this is expensive, I need to start thinking about costs here because costs catch up pretty fast. So that's kind of another element that people are really focused on and I would say the last one being choice. Right? I mean we provide this platform which is open. Alright. So customers can use it if they want to migrate off it, they can migrate off it. We're not locking them in. So those are some of the value propositions that are really resonating in the marketplace and you're seeing that in the numbers that we just talked about. >>So keep speaking of transformation you guys are undergoing obviously a transformation your your cloud company now. Okay, so part of that is the ecosystem. The partners talk about your strategy in that regard, why you're so excited about welcoming the partners into this old Green Lake world, >>you bet and you know I'm a big fan of one plus one equals three. My seven year old daughter tells me that doesn't actually add up correctly but at the same time it's so true with what we're doing and as official just said an open platform that allows partners to really plug in so that we can leverage the power of S. A. P. Or the power of Nutanix. So the power of Citrix at the same time, all of these are solutions that require, you know deep system integration and capabilities to really be customized for that customers environment. So whether that's infosys or accenture or we pro you know that we need we need those partners as well along with our own advisory and professional services to help customers. But at the same time, you know we talked about the fact that this is really about bringing that cloud experience to the on prem world might be a data center but we're seeing a lot of customers get out of the data center management business and move into a Coehlo. And so the fact that we can partner with the ECU annexes and the Cyrus ones of the world really enable a whole new environment so that customers again can run their business and not get caught up with keeping the lights on and managing power and those types of things. And then finally I'll say, look, the channel itself is actually migrating to offer more services to their customers managed service providers, telcos, distance and resellers and now what we're providing them is that platform with which to offer their own manage services to customers in a much more cost effective cloud experience way with all the benefits of being on prem secure latency app integration and that sort of thing. So it's exciting to see the ecosystem really gate Gardner the momentum and really partner with us closely >>follow up on the partner question if I could. So partner services are part of Green Lake. It's a journey, not everything all at once. Uh but so it's essentially as simple as saying, okay, I want that service, that's my choice. Uh you've given them optionality and it's ideally as seamless as it is in HP services, that the direction that you're >>going. That's right, yeah. So the set that api set that Stalin team are building are basically saying, hey, leverage our cost analytics capabilities, leverage our capacity management, leverage the interface so that you can plug into that single control plane. And so they're making it super simple for our partner ecosystem to do that. And what I think is really important is that if you are a partner, you want to basically offer choice to the customer and if the customer decides, hey, I want to use um red hats open shift for the container platform versus rs morale offering, then they can get just as good of a first class offering with respect to that. Someone wants to use Citrix or Nutanix or VM ware for their video solution. They have that choice. And so we want to make sure we're offering customer choice for what's best for their situation, but also making sure that it's fully integrated with what we do. God thank >>You. So we see more software content of the show. I wonder if you could. I mean certainly as morale is a big piece of that. I talked earlier about margins hit record for HPE. Almost 35% gross margins. This course of software is gonna obviously push that further along um, Lighthouses, another one. How should we think about the direction that you're going >>software. Absolutely. So if you think about what we are building out here is a solution, right? This is solution that's very tightly integrated between the infrastructure stack and the soft and this software that enables it. So really there three or four components to the solution day. Right. So think about Lighthouse, which is an infrastructure stack that is optimized for what's going to run on that. Right? If it's a general purpose compute it will the infrastructure will look different. If it's a storage intensive workload, it will look different. If it's a machine learning workloads will look different. Right? So that's kind of the first component and just optimizing it for what's going to run on it. Second is, um, what we call the Green light platform, which is all about managing and orchestrating it. And what we want to do is we want to have a completely automated experience right from from the way you provisioned it to the way you run the workloads to the way you manage it, to the way you monitor it to the way partners link into it. Right to the way in the software vendors kind of sit on top of that. Right. And then we talked about escrow as well as the engine that runs it right from a container platform perspective or we spend some time talking about unified analytics today. Those are the types of data integration that power Green Lake and the last piece of software I would say is as we kind of think about the ecosystem that runs on top of Green Lake, whether it's our software or third party software. Right? They all have a place equal place on top of the green light platform. And we are very focused on building on the ecosystem. Right? So as a customer or an enterprise who wants to use you should have the choice to run you know 40 50 102 105 100 different software packages on top of Green Lake. And it should be all an automated fashion. But we have tested that in advance. There's there's commercials behind that. It becomes a very very self service provision, seamless experience from the customer's perspective. >>Great. Thank you. So keep 2020 was sort of like sometimes called the force marched to digital right? And some some customers they were already there. Uh so there's a majority now that we've been through this awful year and change, customers are kind of rethinking their digital strategies and their transformations that there can be a little bit more planned fel now you know the world didn't end and and you know I. T. Budgets kind of stabilized a bit actually, you know did better than perhaps we thought. So where are we in terms of transformations? What's the business angle? What are you seeing out there? >>Yeah. I mean customers found a lot of holes that they had in their environment because of the pandemic. I think customers are also seeing opportunities to grow pretty aggressively. You know we just announced Patrick terminals, one of the largest shipping companies in south pack and you know that whole shipping craziness that's going on right now they needed a new digital transformation in order to really make sure they could orchestrate their container ships effectively. Even we talked about Woolworth's there now, changing how they deal with their suppliers because of the Green Lake platform that they have. And so what you're seeing is, hey, you know, first phase of digital transformation public cloud was an interesting scenario. Now they're being able to be planned for like you said and say, where's the best place for me to run this for the latency required with that data, for the choice that we have from an I. S. V. Standpoint, you know, for the on prem capabilities of what we're trying to do from a security standpoint etcetera. So the nice thing is we've seen it move from, you know, hey, we're just trying to get the basic things modernized into truly modernizing data centers, monetizing the data that I have and continuing to transform that environment for their customers, partners, employees and products >>kind of a left field question a bit off topic, but certainly related edge. You guys talk about edge a lot. Hybrid is clear. I think in people's minds you've got an on prem you're connecting to a cloud maybe across clouds? Is edge an extension of hybrid or is it today sort of a bespoke opportunity that maybe we'll come back to this new version of cloud, What's happening at the edge >>that you see? Yeah. So let me just uh I mean think of the edge as it's a continuum. Right? The way at least we think about it, it's not data center or the edge. Right. Think of it as, you know, there's a data center, uh there's a hyper scale data center, there's a data center, there's a closet somewhere, right? There's a cola opportunity, Right? And then you're running something in the store. Right? So let's take the example of a retailer. They're running something in the store and what are they running? They're running? Point of service applications or they're running IOT devices. Right. And at some point they have to connect back into the cloud. Right. So we actually have, you know, something to find van capabilities that connect, you know, uh you know, the Edge devices or edge analytics back into the cloud, we actually have a small form factor kubernetes um operating system that runs on the edge. Right. So we think of all of that as kind of a distributed environment in which Edge is one place where the application runs and where the data sites but it needs to be connected back and so we provide the connectivity back, we provide the mechanism by which we run it and then there's a security model, especially around sassy that is emerging on securing that. So that's kind of how we think about it as part of the overall distributed architecture that we are building and that's where the world will be >>another node in the cloud. >>Another note in the distributed world. Exactly >>yeah. I think the other thing to think about with the edges that this is where the majority of your data is actually getting created. Right? You talked about IOT devices, you know, you'll hear from Zen's Act and what they're doing with respect to autonomous driving with vehicles. You know, we talk about folks like ab that are building the factory of the future and robotics as a service in order to be able to really make sure that that precision happens at that at that point. So a ton of data is coming from that. And so again, how do you analyze that? How do you monetize that? How do you make decisions off of it? And it's it's an exciting place for us. So it's great to have all the connectivity we talked >>about last question, maybe both could address it. Uh we've we we used to see this cadence of of products often times in the form of boxes come out from HP and HP. Now we're seeing a cadence of services, we're seeing more capabilities across this, this this this green lake uh state that you guys are building out. What should we expect in the future? What are the kinds of things that we should evaluate you on? >>Well, I'll start and then maybe you can jump in but you know, the reality is we are becoming much deeper partners with our customers right there looking to us to say help me run my data center, help me improve my data and analytics. Help me at the edge so that I can have the most effective scenario. So what you're seeing from us is this flip from hardware provider into deep partnerships with that with the open platform. I'd say the second thing that we're doing is we're helping them fuel that digital transformation because again, they're looking for that hybrid solution. And so now they're saying, hey HP come and showcase all the experience you have from point next from your advisor and professional services and help me understand what other customers are doing so that I can implement that faster, better, cheaper, easier, etcetera. And then from a product standpoint, kind of a ton of great things. >>That's exactly right. I mean uh we are taking a very, very focused customer back view as we are looking at the future of Green Lake. Right. And exactly the way kids said, right, I mean it's all about solving customer problems for us. Some customer problems are still in the data center, some of them are in close, some customer problems are in the edge. So they're all uh fair game for us as we think about, you know, what we are going to be building out and do your point earlier. Dave it's not about, you know, a server or storage is the institutions right. And the solutions have to have integrated hardware, integrated software, staff, integrated services. Right. There are partners who sell that, who service that and all that entire experience from a customer perspective has to be a seamless. Right? And it's just in our cloud platform, we kind of help the customer run it and manage it and we give them kind of the best performance at the lowest cost, which is what they're looking for. So that's kind of what you'll see us. You'll see more of a cadence of these services can come out, but it's all going in that direction in helping customers with new solutions. >>A lot of customer problems out there, which your opportunities and you know, generally the hyper scale as they are good at solutions. They don't, you know, there's not a lot of solution folks like that. That's a that's a wonderful opportunity for you to build on on top of that huge gift, that Capex gift >>at the hyper scholars have given us all. That's right. And we're seeing the momentum happen. So it's exciting. That's cool guys. Hey, thanks a lot for coming to the cube. Yeah, Yeah. All right, >>okay. And thank you for watching keep it right there more action from HP. Es Green Lake announcements, you're watching the cube. Mm. Mm

>>Yeah. Hello and welcome back to the cubes coverage of AWS public sector summit here in Washington D. C. We're live on the ground for two days. Face to face conference and expo hall and everything here but keith brooks who is the director and head of technical business development for a dress government Govcloud selling brains 10th birthday. Congratulations. Welcome to the cube. Thank you john happy to be E. C. 2 15 S three is 9.5 or no, that maybe they're 10 because that's the same day as sqs So Govcloud. 10 years, 20 years. What time >>flies? 10 years? >>Big milestone. Congratulations. A lot of history involved in Govcloud. Yes. Take us through what's the current situation? >>Yeah. So um let's start with what it is just for the viewers that may not be familiar. So AWS Govcloud is isolated. AWS cloud infrastructure and services that were purposely built for our U. S. Government customers that had highly sensitive data or highly regulated data or applications and workloads that they wanted to move to the cloud. So we gave customers the ability to do that with AWS Govcloud. It is subject to the fed ramp I and D O D S R G I L four L five baselines. It gives customers the ability to address ITAR requirements as well as Seaga's N'est ce MMC and Phipps requirements and gives customers a multi region architecture that allows them to also designed for disaster recovery and high availability in terms of why we built it. It starts with our customers. It was pretty clear from the government that they needed a highly secure and highly compliant cloud infrastructure to innovate ahead of demand and that's what we delivered. So back in august of 2011 we launched AWS GovCloud which gave customers the best of breed in terms of high technology, high security, high compliance in the cloud to allow them to innovate for their mission critical workloads. Who >>was some of the early customers when you guys launched after the C. I. A deal intelligence community is a big one but some of the early customers. >>So the Department of Health and Human Services, the Department of Veterans Affairs, the Department of Justice and the Department of Defense were all early users of AWS GovCloud. But one of our earliest lighthouse customers was the Nasa jet propulsion laboratory and Nasa Jpl used AWS GovCloud to procure Procure resources ahead of demand which allowed them to save money and also take advantage of being efficient and only paying for what they needed. But they went beyond just I. T. Operations. They also looked at how do they use the cloud and specifically GovCloud for their mission programs. So if you think back to all the way to 2012 with the mars curiosity rover, Nasa Jpl actually streamed and processed and stored that data from the curiosity rover on AWS Govcloud They actually streamed over 150 terabytes of data responded to over 80,000 requests per second and took it beyond just imagery. They actually did high performance compute and data analytics on the data as well. That led to additional efficiencies for future. Over there >>were entire kicking they were actually >>hard core missing into it. Mission critical workloads that also adhere to itar compliance which is why they used AWS GovCloud. >>All these compliance. So there's also these levels. I remember when I was working on the jetty uh stories that were out there was always like level for those different classifications. What does all that mean like? And then this highly available data and highly high availability all these words mean something in these top secret clouds. Can you take us through kind of meetings >>of those? Yeah absolutely. So it starts with the federal compliance program and the two most popular programs are Fed ramp and Dodi srg fed ramp is more general for federal government agencies. There are three levels low moderate and high in the short and skinny of those levels is how they align to the fisma requirements of the government. So there's fisma low fisma moderate fisma high depending on the sensitivity of the government data you will have to align to those levels of Fed ramp to use workloads and store data in the cloud. Similar story for D. O. D. With srg impact levels to 45 and six uh impacts levels to four and five are all for unclassified data. Level two is for less sensitive public defense data levels. Four and five cover more sensitive defense data to include mission critical national security systems and impact level six is for classified information. So those form the basis of security and compliance, luckily with AWS GovCloud celebrating our 10th anniversary, we address Fed ramp high for our customers that require that and D. O. D impact levels to four and five for a sensitive defense guy. >>And that was a real nuanced point and a lot of the competition can't do that. That's real people don't understand, you know, this company, which is that company and all the lobbying and all the mudslinging that goes on. We've seen that in the industry. It's unfortunate, but it happens. Um, I do want to ask you about the Fed ramp because what I'm seeing on the commercial side in the cloud ecosystem, a lot of companies that aren't quote targeting public sector are coming in on the Fed ramp. So there's some good traction there. You guys have done a lot of work to accelerate that. Any new, any new information to share their. >>Yes. So we've been committed to supporting the federal government compliance requirements effectively since the launch of GovCloud. And we've demonstrated our commitment to Fed ramp over the last number of years and GovCloud specifically, we've taken dozens of services through Fed ramp high and we're 100% committed to it because we have great relationships with the Fed ramp, Jabor the joint authorization board. We work with individual government agencies to secure agency A. T. O. S. And in fact we actually have more agency A. T. O. S. With AWS GovCloud than any other cloud provider. And the short and skinny is that represents the baseline for cloud security to address sensitive government workloads and sensitive government data. And what we're seeing from industry and specifically highly regulated industries is the standard that the U. S. Government set means that they have the assurance to run control and classified information or other levels of highly sensitive data on the cloud as well. So Fed ramp set that standard. It's interesting >>that the cloud, this is the ecosystem within an ecosystem again within crossover section. So for instance um the impact of not getting Fed ramp certified is basically money. Right. If you're a supplier vendor uh software developer or whatever used to being a miracle, no one no one would know right bed ramp. I'm gonna have to hire a whole department right now. You guys have a really easy, this is a key value proposition, isn't it? >>Correct. And you see it with a number of I. S. V. S. And software as the service providers. If you visit the federal marketplace website, you'll see dozens of providers that have Fed ramp authorized third party SAAS products running on GovCloud industry leading SAAS companies like Salesforce dot com driven technology Splunk essay PNS to effectively they're bringing their best of breed capabilities, building on top of AWS GovCloud and offering those highly compliant fed ramp, moderate fed ramp high capabilities to customers both in government and private industry that need that level of compliance. >>Just as an aside, I saw they've got a nice tweet from Teresa Carlson now it's plunk Govcloud yesterday. That was a nice little positive gesture uh, for you guys at GovCloud, what other areas are you guys moving the needle on because architecturally this is a big deal. What are some areas that you're moving the needle on for the GovCloud? >>Well, when I look back across the last 10 years, there were some pretty important developments that stand out. The first is us launching the second Govcloud infrastructure region in 2018 And that gave customers that use GovCloud specifically customers that have highly sensitive data and high levels of compliance. The ability to build fault tolerant, highly available and mission critical workloads in the cloud in a region that also gives them an additional three availability zones. So the launch of GovCloud East, which is named AWS GovCloud Us East gave customers to regions a total of six availability zones that allowed them accelerate and build more scalable solutions in the cloud. More recently, there is an emergence of another D O D program called the cybersecurity maturity model, C M M C and C M M C is something where we looked around the corner and said we need to Innovate to help our customers, particularly defense customers and the defense industrial based customers address see MMC requirements in the cloud. So with Govcloud back in December of 2020, we actually launched the AWS compliant framework for federal defense workloads, which gives customers a turnkey capability and tooling and resources to spin up environments that are configured to meet see MMC controls and D. O. D. Srg control. So those things represent some of the >>evolution keith. I'm interested also in your thoughts on how you see the progression of Govcloud outside the United States. Tactical Edge get wavelength coming on board. How does how do you guys look at that? Obviously us is global, it's not just the jet, I think it's more of in general. Edge deployments, sovereignty is also going to be world's flat, Right? I mean, so how does that >>work? So it starts back with customer requirements and I tie it back to the first question effectively we built Govcloud to respond to our U. S. Government customers and are highly regulated industry customers that had highly sensitive data and a high bar to meet in terms of regulatory compliance and that's the foundation of it. So as we look to other customers to include those outside of the US. It starts with those requirements. You mentioned things like edge and hybrid and a good example of how we marry the two is when we launched a W. S. Outpost in Govcloud last year. So outpost brings the power of the AWS cloud to on premises environments of our customers, whether it's their data centers or Coehlo environments by bringing AWS services, a. P. I. S and service and points to the customer's on premises facilities >>even outside the United States. >>Well, for Govcloud is focused on us right now. Outside of the U. S. Customers also have availability to use outpost. It's just for us customers, it's focused on outpost availability, geography >>right now us. Right. But other governments gonna want their Govcloud too. Right, Right, that's what you're getting at, >>Right? And it starts with the data. Right? So we we we spent a lot of time working with government agencies across the globe to understand their regulations and their requirements and we use that to drive our decisions. And again, just like we started with govcloud 10 years ago, it starts with our customer requirements and we innovate from there. Well, >>I've been, I love the D. O. D. S vision on this. I know jet I didn't come through and kind of went scuttled, got thrown under the bus or whatever however you want to call it. But that whole idea of a tactical edge, it was pretty brilliant idea. Um so I'm looking forward to seeing more of that. That's where I was supposed to come in, get snowball, snowmobile, little snow snow products as well, how are they doing? And because they're all part of the family to, >>they are and they're available in Govcloud and they're also authorized that fed ramp and Gov srg levels and it's really, it's really fascinating to see D. O. D innovate with the cloud. Right. So you mentioned tactical edge. So whether it's snowball devices or using outposts in the future, I think the D. O. D. And our defense customers are going to continue to innovate. And quite frankly for us, it represents our commitment to the space we want to make sure our defense customers and the defense industrial base defense contractors have access to the best debris capabilities like those edge devices and edge capable. I >>think about the impact of certification, which is good because I just thought of a clean crows. We've got aerospace coming in now you've got D O. D, a little bit of a cross colonization if you will. So nice to have that flexibility. I got to ask you about just how you view just in general, the intelligence community a lot of uptake since the CIA deal with amazon Just overall good health for eight of his gum cloud. >>Absolutely. And again, it starts with our commitment to our customers. We want to make sure that our national security customers are defense customers and all of the customers and the federal government that have a responsibility for securing the country have access to the best of breed capability. So whether it's the intelligence community, the Department of Defense are the federal agencies and quite frankly we see them innovating and driving things forward to include with their sensitive workloads that run in Govcloud, >>what's your strategy for partnerships as you work on the ecosystem? You do a lot with strategy. Go to market partnerships. Um, it's got its public sector pretty much people all know each other. Our new firms popping up new brands. What's the, what's the ecosystem looks like? >>Yeah, it's pretty diverse. So for Govcloud specifically, if you look at partners in the defense community, we work with aerospace companies like Lockheed martin and Raytheon Technologies to help them build I tar compliant E. R. P. Application, software development environments etcetera. We work with software companies I mentioned salesforce dot com. Splunk and S. A. P. And S. To uh and then even at the state and local government level, there's a company called Pay It that actually worked with the state of Kansas to develop the Icann app, which is pretty fascinating. It's a app that is the official app of the state of Kansas that allow citizens to interact with citizens services. That's all through a partner. So we continue to work with our partner uh broad the AWS partner network to bring those type of people >>You got a lot of MST is that are doing good work here. I saw someone out here uh 10 years. Congratulations. What's the coolest thing uh you've done or seen. >>Oh wow, it's hard to name anything in particular. I just think for us it's just seeing the customers and the federal government innovate right? And, and tie that innovation to mission critical workloads that are highly important. Again, it reflects our commitment to give these government customers and the government contractors the best of breed capabilities and some of the innovation we just see coming from the federal government leveraging the count now. It's just super cool. So hard to pinpoint one specific thing. But I love the innovation and it's hard to pick a favorite >>Child that we always say. It's kind of a trick question I do have to ask you about just in general, the just in 10 years. Just look at the agility. Yeah, I mean if you told me 10 years ago the government would be moving at any, any agile anything. They were a glacier in terms of change, right? Procure Man, you name it. It's just like, it's a racket. It's a racket. So, so, but they weren't, they were slow and money now. Pandemic hits this year. Last year, everything's up for grabs. The script has been flipped >>exactly. And you know what, what's interesting is there were actually a few federal government agencies that really paved the way for what you're seeing today. I'll give you some examples. So the Department of Veterans Affairs, they were an early Govcloud user and way back in 2015 they launched vets dot gov on gov cloud, which is an online platform that gave veterans the ability to apply for manage and track their benefits. Those type of initiatives paved the way for what you're seeing today, even as soon as last year with the U. S. Census, right? They brought the decennial count online for the first time in history last year, during 2020 during the pandemic and the Census Bureau was able to use Govcloud to launch and run 2020 census dot gov in the cloud at scale to secure that data. So those are examples of federal agencies that really kind of paved the way and leading to what you're saying is it's kind >>of an awakening. It is and I think one of the things that no one's reporting is kind of a cultural revolution is the talent underneath that way, the younger people like finally like and so it's cooler. It is when you go fast and you can make things change, skeptics turned into naysayers turned into like out of a job or they don't transform so like that whole blocker mentality gets exposed just like shelf where software you don't know what it does until the cloud is not performing, its not good. Right, right. >>Right. Into that point. That's why we spend a lot of time focused on education programs and up skilling the workforce to, because we want to ensure that as our customers mature and as they innovate, we're providing the right training and resources to help them along their journey, >>keith brooks great conversation, great insight and historian to taking us to the early days of Govcloud. Thanks for coming on the cube. Thanks thanks for having me cubes coverage here and address public sector summit. We'll be back with more coverage after this short break. Mhm. Mhm mm.

>>Welcome back to HPD discovered 2021. The virtual edition. My name is Dave Volonte and you're watching the cubes continuous coverage of H. P. S. Big customer event. Patrick Moorehead is here of moor insights and strategy is the number one analyst in the research analyst. Business. Patrick. Always a pleasure. Great to see you, >>David. Great to see you too. And I know you're you're up there fighting for that number one spot to. It's great to see you and it's great to see you in the meetings that were in. But it's even more fun to be here on the cube. I love to be on the cube and every once in a while you'll even call me a friend of the cube, >>unquestionably my friend and so and I can't wait second half. I mean you're traveling right now. We're headed to Barcelona to mobile World Congress later on this month. So so we're gonna we're gonna see each other face to face this year. 100%. So looking forward to that. So you know, let's get into it. Um you know, before we get into H. P. E. Let's talk a little bit about what you're seeing in the market. We've got, you know, we we finally, it feels like the on prem guys are finally getting their cloud act together. Um it's maybe taken a while, but we're seeing as a service models emerge. I think it's resonating with customers. The clearly not everything is moving to the cloud. There's this hybrid model emerging. Multi cloud is real despite what, you know, >>some some >>cloud players want to say. And then there's this edges like jump ball, what are you seeing in the marketplace? >>Yeah. Davis, as exciting as ever in. Just to put in perspective, I mean the public cloud has been around for about 10 years and still only 20% around 20% of the data in 20% of the applications are there now will be a very important ones and I'm certainly not a public cloud denier, I never have been, but there are some missing pieces that need to come together. And you know, even five years ago we were debating dave the hybrid cloud. And I feel like when amazon brought out outposts, the conversation was over right now, what you have is cloud native folks building out hybrid and on prem capabilities, you have a classic on, on prem folks building out hybrid and as a service capabilities. And I really think it boils down 22 things. I mean it's, it's wanting to have more flexibility and you know, I hate to use it because it sounds like a marketing word, but agility, the ability to spin up things and spin down things in a very, a quick way. And uh you know what they've learned, The veterans also know, hey, let's do this in a way that doesn't lock us in too much into a certain vendor. And I've been around for a long time. David and I'm a realist too. Well, you have to lock yourself into something. Uh it just depends on what do you want to lock yourself into, but super exciting and what H. P. E. You know, when they further acts in the sea with Green Lake, I think it was four years ago, uh I think really started to stir the pot. >>You know, you mentioned the term cloud denial, but you know, and I feel like the narrative from, I like to determine as I think you should use the term veteran. You know, it's very, they're ours is the only industry patrick where legacy is a pejorative, but so, but the point I want to make is I feel like there's been a lot of sort of fear from the veteran players, but, but I look at it differently, I wonder what your take is. I, I think, I think I calculated that the Capex spending by the big four public clouds including Alibaba last year was $100 billion. That's like a gift to the world. Here we're gonna spend $100 billion like the internet. Here you go build. And so I, and I feel like companies like HP are finally saying, yeah, we're gonna build, we're gonna build a layer and we're gonna hide the complexity and we're gonna add value on top. What do you think about that? >>Yeah. So I think it's now, I wish, I wish the on prem folks like HP, you would have done it 10 years ago, but I don't think anybody expected the cloud to be as big as it's become over the last 10 years. I think we saw companies like salesforce with sas taking off, but I think it is the right direction because there are advantages to having workloads on prem and if you add an as a service capability on top of the top of that, and let's say even do a Coehlo or a managed service, it's pretty close to being similar to the public cloud with the exception, that you can't necessarily swipe a credit card for a bespoke workload if you're a developer and it is a little harder to scale out. But that is the next step in the equation day, which is having, having these folks make capital expenditures, make them in a Polo facility and then put a layer to swipe a credit card and you literally have the public cloud. >>Yeah. So that's, that's a great point. And that's where it's headed, isn't it? Um, so let's, let's talk about the horses on the track. Hp as you mentioned, I didn't realize it was four years ago. I thought it was, wow, That's amazing. So everybody's followed suit. You see, Dallas announced, Cisco has announced, uh, Lenovo was announced, I think IBM as well. So we, so everybody's sort of following suit there. The reality is, is it's taken some time to get this stuff standardized. What are you seeing from, from HP? They've made some additional announcements, discover what's your take on all this. >>Yeah. So HPD was definitely the rabbit here and they were first in the market. It was good to see. First off some of their, Um, announcements on, on how it's going and they talked about $428 billion 1200 customers over 900 partners and 95% retention. And I think that's important. Anybody who's in the lead and remember what aws I used to do with the slide with the amount of customers would just get bigger and bigger and bigger and that's a good way to show momentum. I like the retention part two which is 95%. And I think that that says a lot uh probably the more important announcements that they made is they talked about the G. A. Of some of their solutions on Green Lake and whether it is A. S. A. P. Hana. Ml apps HPC with Francis, VD. I was Citrus and video but they also brought more of what I would call a vertical layer and I'm sure you've seen the vertical ization of all of these cloud and as a service workloads. But what they're doing with Epic, with EMR and looseness, with financial payments and Splunk and intel with data and risk analysis and finally, a full stack for telco five G. One of the biggest secrets and I covered this about five years ago is HPV actually has a full stack that Western european carriers use and they're now extending that to five G. And um, so more horizontal, uh, and, and more vertical. That was the one of the big swipes, uh, that I saw that there was a second though, but maybe we can talk about these. >>Yeah. Okay. Okay. So, so the other piece of that of course is standardization right there there because there was a, there was a, there was a lot of customization leading up to this and everybody sort of, everybody always had some kind of financial game they can play and say, hey, there's an adversary as a service model, but this is definitely more of a standardized scalable move that H P E. Is making with what they call Lighthouse. Right? >>Yeah, that's exactly right. And I've talked to some Green Lake customers and they obviously gave it kudos or they wouldn't have HP wouldn't have served them up and they wouldn't have been buying it. But they did say, um, it took, it took a while, took some paperwork to get it going. It's not 100% of push button, but that's partially because hp allows you to customize the hardware. You want a one off network adapter. Hp says yes, right. You want to integrate a different type of storage? They said yes. But with Green Lake Lighthouse, it's more of a, what you see is what you get, which by the way, is very much like the public cloud or you go to a public cloud product sheet or order sheet. You're picking from a list and you really don't know everything that's underneath the covers, aside from, let's say, the speed of the network, the type of the storage and the amount of the storage you get. You do get to pick between, let's say, an intel processor, Graviton two or an M. D processor. You get to pick your own GPU. But that's pretty much it. And HP Lighthouse, sorry, Green Lake Lighthouse uh is bringing, I think a simplification to Green Lake that it needs to truly scale beyond, let's say the White House customers that HP Yeah, >>Well done. So, you know, and I hear your point about we're 10 years in plus. And to me this is like a mandate. I mean, this is okay, good, good job guys about time. But if I had a, you know, sort of look at the big player, it's like we have an oligopoly here in this, in this business. It's HP, Cisco, you got Dell Lenovo, you've got, you know, IBM, they're all doing this and they all have a different little difference, you know, waste of skin of catch. And your point about simplicity, it seems like HP HP is all in antony's like, okay, here's what we're going to announce that, you know, a while ago. So, and they seem to have done a good job with Wall Street and they got a simple model, you know, Dell is obviously bigger portfolio, much more complicated. IBM is even more complicated than that. I don't know so much about Lenovo and in Cisco of course, has acquired a ton of SAAS companies and sort of they've got a lot of bespoke products that they're trying to put together. So they've got, but they do have SAS models. So each of them is coming at it from a different perspective. How do you think? And so and the other point we got lighthouse, which is sort of Phase one, get product market fit. Phase two now is scale, codify standardized and then phase three is the moat build your unique advantage that protects your business. What do you see as HP ES sort of unique value proposition and moat that they can build longer term. >>That's a great, great question. And let me rattle off kind of what I'm seeing that some of these players here, So Cisco, ironically has sells the most software of any of those players that you mentioned, uh with the exception of IBM um and yeah, C I >>CSDB two. Yeah, >>yeah, they're the they're the number two security player, uh Microsoft, number one, So and I think the evaluation on the street uh indicate that shows that I feel like Dell tech is a very broad play because not only do they have servers, storage, networking insecurity, but they also have Pcs and devices. So it's a it's a scale and end play with a focus on VM ware solutions, not exclusively of course. Uh And um then you've got Lenovo who is just getting into the as a service game and are gosh, they're doing great in hyper scale, they've got scale there vertically integrated. I don't know if if too many people talk about that, but Lenovo does a lot of their own manufacturing and they actually manufacture Netapp storage solutions as well. So yeah, each of these folks brings a different game to the table. I think with h P e, what you're bringing the table is nimble. When HP and HP split, the number one thing that I said was that ah, h P E is going to have to be so much faster than it offsets the scale that Dell technology has and the HBs credit, although there, I don't think we're getting credit for this in the stock market yet. Um and I know you and I are both industry folks, not financial folks, but I think their biggest thing is speed and the ability to move faster. And that is what I've seen as it relates to the moat, which is a unique uh competitive advantage. Quite frankly, I'm still looking for that day uh in in in what that is. And I think in this industry it's nearly impossible. And I would posit that that any, even the cloud folks, if you say, is there something that AWS can do that as your can't if it put it put its mind to it or G C P. I don't think so. I think it's more of a kind of land and expand and I think for H P E. When it comes to high performance computing and I'm not just talking about government installations, I'm talking about product development, drug development. I think that is a landing place where H P. E already does pretty well can come in and expand its footprint. >>You know, that's really interesting um, observations. So, and I would agree with you. It's kind of like, this is a copycat industry. It's like the west coast offense like the NFL, >>so, >>so the moat comes from, you know, brand execution and your other point about when HP and HP split, that was a game changer because all of a sudden you saw companies like them, you always had a long term relationship with H P E, but or HP, but then they came out of the woodworks and started to explode. And so it really opened up opportunities. So it really is a execution, isn't it? But go ahead please. >>Dave if I had to pick something that I think HP HPV needs to always be ahead in as a service and listen you and I both know announcements don't mean delivery, but there is correlation between if you start four years ahead of somebody that other company is going to have to put just, I mean they're going to have to turn that ship and many of its competitors really big ships to be able to get there. So I think what Antonio needs to do is run like hell, right? Because it, it I think it is in the lead and as a service holistically doesn't mean they're going to be there forever, but they have to stay ahead. They have to add more horizontal solutions. They have to add more vertical solutions. And I believe that at some point it does need to invest in some Capex at somebody like Anna Quinn X play credit card swiper on top of that. And Dave, you have the public, you have the public cloud, you don't have all the availability zones, but you have a public cloud. >>Yeah, that's going to happen. I think you're right on. So we see this notion of cloud expanding. It's no longer just remote set of services. Somewhere out in the cloud. It's like you said, outpost was the sort of signal. Okay, We're coming on prem. Clearly the on prem uh, guys are connecting to the cloud. Multi cloud exists, we know this and then there's the edge but but but that brings me to that sort of vision and everybody's laying out of this this this seamless integration hiding the complexity log into my cloud and then life will be good. But the edge is different. Right? It's not just, you know, retail store or a race track. I mean there's the far edge, there's the Tesla car, there's gonna be compute everywhere and that sort of ties into the data. The data flows, you know the real time influencing at the edge ai new semiconductor models. You you came out of the semiconductor industry, you know it inside and out arm is exploding, dominating in the edge with apple and amazon Alexa and things like that. That's really where the action is. So this is a really interesting cocktail and soup that we have going on. How do >>you say? Well, you know, Dave if the data most data, I think one thing most everybody agrees on is that most of the data will be created on the edge, whether that's a moving edge a car, a smartphone or what I call an edge data center without tile flooring. Like that server that's bolted to the wall of Mcdonald's. When you drive through, you can see it versus the walmart. Every walmart has a raised tile floor. It's the edge to economically and performance wise, it doesn't make any sense to send all that data to the mother ships. Okay. And whether that's unproven data center or the giant public cloud, more efficient way is to do the compute at the closest way possible. But what it does, it does bring up challenges. The first challenge is security. If I wanted to, I could walk in and I could take that server off the Mcdonald's or the Shell gas station wall. So I can't do that in a big data center. Okay, so security, physical security is a challenge. The second is you don't have the people to go in there and fix stuff that are qualified. If you have a networking problem that goes wrong in Mcdonald's, there's nobody there that can help uh they can they can help you fix that. So this notion of autonomy and management and not keeping hyper critical data sitting out there and it becomes it becomes a security issue becomes a management issue. Let me talk about the benefits though. The benefits are lower latency. You want you want answers more quickly when that car is driving down the road And it has a 5GV 2 x communication cameras can't see around corners. But that car communicating ahead, that ran into the stop sign can, through Vita X talked to the car behind it and say, hey, something is going on there, you can't go to, you can't go to the big data center in the sky, let's make that happen, that is to be in near real time and that computer has to happen on the edge. So I think this is a tremendous opportunity and ironically the classic on prem guys, they own this, they own this space aside from smartphones of course, but if you look at compute on a light pole, companies like Intel have built complete architecture is to do that, putting compute into five G base stations, heck, I just, there was an announcement this week of google cloud and its gaming solution putting compute in a carrier edge to give lower latency to deliver a better experience. >>Yeah, so there, of course there is no one edge, it's highly fragmented, but I'm interested in your thoughts on kinda whose stack actually can play at the edge. And I've been sort of poking uh H P E about this. And the one thing that comes back consistently is Aruba, we we could take a room but not only to the, to the near edge, but to the far edge. And and that, do you see that as a competitive advantage? >>Oh gosh, yes. I mean, I would say the best acquisition That hp has made in 10 years has been aruba, it's fantastic and they also managed it in the right way. I mean it was part of HB but it was, it was managed a lot more loosely then, you know, a company that might get sucked into the board and I think that paid off tremendously. They're giving Cisco on the edge a absolute run for their money, their first with new technologies, but it's about the solution. What I love about what a ruble looks at is it's looking at entertainment solutions inside of a stadium, a information solution inside of an airport as opposed to just pushing the technology forward. And then when you integrate compute with with with Aruba, I think that's where the real magic happens. Most of the data on a permanent basis is actually video data. And a lot of it's for security, uh for surveillance. And quite frankly, people taking videos off, they're off their smartphones and downloaded video. I I just interviewed the chief network officer of T mobile and their number one bit of data is video, video uploaded, video download. But that's where the magic happens when you put that connectivity and the compute together and you can manage it in a, in an orderly and secure fashion. >>Well, I have you we have a ton of time here, but I I don't pick your brain about intel the future of intel. I know you've been following it quite closely, you always have Intel's fighting a forefront war, you got there battling a. M. D. There, battling your arm slash and video. They're they're taking on TSMC now and in foundry and, and I'll add china for the looming threat there. So what's your prognosis for for intel? >>Yeah, I liked bob the previous Ceo and I think he was doing a lot of of the right things, but I really think that customers and investors and even their ecosystem wanted somebody leading the company with a high degree of technical aptitude and Pat coming, I mean, Pat had a great job at VM or, I mean he had a great run there and I think it is a very positive move. I've never seen the energy at Intel. Probably in the last 10 years that I've seen today. I actually got a chance to talk with Pat. I visited Pat uhh last month and and talk to him about pretty much everything and where he wanted to take the company the way you looked at technology, what was important, what's not important. But I think first off in the world of semiconductors, there are no quick fixes. Okay. Intel has a another two years Before we see what the results are. And I think 2023 for them is gonna be a huge year. But even with all this competition though, Dave they still have close to 85% market share in servers and revenue share for client computing around 90%. Okay. So and they built out there networking business, they build out a storage business um with obtain they have the leading Aid as provider with Mobileye. And and listen I was I was one of Intel's biggest, I was into one of Intel's biggest, I was Intel's biggest customer when I was a compact. I was their biggest competitor at A. M. B. So um I'm not obviously not overly pushing or there's just got to wait and see. They're doing the right things. They have the right strategy. They need to execute. One of the most important things That Intel did is extend their alliance with TSMC. So in 2023 we're going to see Intel compute units these tiles they integrate into the larger chips called S. O. C. S. B. Manufactured by TSMC. Not exclusively, but we could see that. So literally we could have AMG three nanometer on TSMC CPU blocks, competing with intel chips with TSMC three nanometer CPU blocks and it's on with regard to video. I mean in video is one of these companies that just keeps going charging, charging hard and I'm actually meeting with Jensen wang this week and Arm Ceo Simon Segers to talk about this opportunity and that's a company that keeps on moving interestingly enough in video. If the Arm deal does go through will be the largest chip license, see CPU licensee and have the largest CPU footprint on on the planet. So here we have A and D. Who's CPU and Gpu and buying an F. P. G. A company called Xilinx, you have Intel, Cpus, Gpus machine learning accelerators and F. P. G. S and then you've got arms slashing video bit with everything as well. We have three massive ecosystems. They're gonna be colliding here and I think it's gonna be great for competition date. Competition is great. You know, when there's not competition in Cpus and Gpus, we know what happens, right. Uh, the B just does not go on and we start to stagnate. And I did, I do feel like the industry on CPU started to stagnate when intel had no competition. So bring it on. This is gonna be great for for enterprises then customers to, and then, oh, by the way, the custom Chip providers, WS has created no less than 15 custom semiconductors started with networking uh, and, and nitro and building out an edge that surrounded the general compute and then it moved to Inferential to for inference trainee um, is about to come out for training Graviton and gravitas to for general purpose CPU and then you've got Apple. So innovation is huge and you know, I love to always make fun of the software is eating the world. I always say yeah but has to run on something. And so I think the combination of semiconductors, software and cloud is just really a magical combination. >>Real quick handicap the video arm acquisition. What what are the odds that that they will be successful? They say it's on track. You've got to 2 to 13 to 1 10 to 1. >>I say 75%. Yes 25%. No China is always the has been the odd odd man out for the last three years. They scuttled the qualcomm NXP deal. You just don't know what china is going to do. I think the Eu with some conditions is gonna let this fly. I think the U. S. Is absolutely going to let this fly. And even though the I. P. Will still stay over in the UK, I think the U. S. Wants to see, wants to see this happen. Japan and Korea. I think we'll allow this china is the odd man out. >>In a word, the future of H. P. E. Is blank >>as a service >>patrick Moorehead. Always a pleasure my friend. Great to see you. Thanks so much for coming back in the cube. >>Yeah, Thanks for having me on. I appreciate that. >>Everybody stay tuned for more great coverage from HP discover 21 this is day Volonte for the cube. The leader and enterprise tech coverage. We'll be right back. >>Mm.

>>mhm >>mm >>Hello and welcome back to HPD discovered 2021. My name is Dave Volonte and we're going to dig into H P E. Green Lake, we've heard a lot about this, we want to find out how real it is and test a little bit of how how can help solve your business problems. We also want to understand Green Lake relative to the competition. HPV was the first, as you probably know to declare it all in with an as a service model and virtually every major infrastructure player has now followed suit. So we want to hear from HP directly how it's different from the competition, where it's innovating and that means we're gonna poke a little bit of customer examples and how the partner ecosystem is adopting and responding to Green Lake and with me is the right person to do this is keith White, who is the senior Vice President General Manager of the Green Lake cloud services business unit at HP, keith, great to see you, thanks for coming back to the cube. >>Okay, fantastic to see you as always. So thanks so much for having me. >>Yeah, it's our pleasure. So look, we're hearing a lot leading up to discover and at this event about Green Lake you got momentum now, everybody's excited about it. What's driving demand? Where's the excitement coming from? >>No, it's a great question. And you know, the reality is customers are expecting this cloud experience, right? So they they've been using the public cloud, they've been engaging on that front and this cloud experience is really driven, a pretty high amount of customer expectations, make itself served, make it automated, make it easy to consume, only want to pay for what I'm using and then manage it all for me on the back end. But 60 to 70% of apps and data will stay on prem per Gardner and I D. C. And so give me that experience on prem. And so that's why I think Green Lake has gotten so much interest, so much positive growth and momentum is because we're bringing that cloud experience to our customers in their data center, in their Coehlo or at the edge and that's where they want to see it just as much. And so since the world is now hybrid, we have a fantastic solution for folks. >>So you, you were first in this game and so you took some arrows and I'm interested in how Green Lake has evolved, Take us through the journey maybe what were some of the bumps in the road that you had to overcome? Maybe how it compares with the competition. Maybe some of the things that they're going to have to go through as well to get to the point where you are. >>No, it's true. And you know, the great thing is HP as a company is really moving to be much more of a cloud services and software company. And you know, we're seeing this from our competition, as you mentioned, have followed suit. But in essence, you know, you have to move from just sort of providing lease type financing type scenarios for our customers into truly delivering that cloud experience. And that's what's been so exciting over this last year is we've gone from just the basic cloud services, compute storage, networking and VMS to really providing containers as a service, bare metal as a service. Uh, machine learning ops, S. A P V. D I. You know, we've now created a set of workloads and as you heard it discover we're now delivering industry solutions, so electronic medical records for hospitals or high delivery payment transaction processing for, for financial, so that the challenge of moving from just sort of leasing basic capabilities to a true cloud experience that again pay as I go, fully automated self serve, all managed for me has really been a challenge and it's exciting, it's exciting to see customers jump on and really sort of lean in and see the business value that comes from having that level of solution >>keith, am I correct in that pretty much every large tech company has a services arm and they could, they could sort of brute force, some kind of cloud like experience and that's kind of what people have done historically the layer in a financial like leasing financial as you said and and but every situation was unique, it was kind of a snowflake if you will and you guys are probably there a few years ago as well and so I'm interested in sort of how you evolved beyond that. Was it a mindset was a technology, was it sort of cultural? You know, it came from the top as well, but maybe you could describe that a little bit. >>Yeah, the ship comes from our customers because what's happening is customers no longer trying to buy component parts. They're saying it's really about Tesla's like, hey, I want you to deliver this for me. In essence, we're running the data center for them now. We're running their machine learning operations environment for them. Now, you know, we're migrating their mainframe over now. And so what's happening is these sls are really, what matters to customers like that? It's not so much about, hey, what are the speeds and feeds and this and that? And so yes, you can sort of brute force that piece of it. But what you really are having to do is create this deep partnership and relationship with your customer to truly understand their business challenges and then provide them with that capability. Now I think the things that's exciting is yes, the public cloud gives you some some significant benefits for certain workloads and certain capabilities. But what we're hearing from customers is hey, I want to have much more control over my data center. I want to ensure that it has the security required. I want to make sure that I can make the adjustments necessary and so you're doing all that at a lower cost with open platform that I can use a variety of tools and other applications just makes it that much more powerful. So I think that's what we're seeing is we're getting into what our customers really requiring and then you know the most interesting thing is how do you make it work with my entire environment because I am running Azure and I am running A W. S. And I am running google and I'm running some other things. And so how does this cloud really helped me bring all those together to really govern that hybrid estate? And that's where I think Green Lake has really shine. >>So it kind of part of the secret sauce is automation because you've got to be, you still have, you have to be competitive, you know, at least within reason to cloud cost, sometimes it's going to be less expensive, maybe sometimes it can be more expensive. You've got some advantages in certain cases where, you know, there's government governance things and and you know, we don't have to go through all that, but there's the automation but you've got to be profitable at this too. So there's the automation, there's the tooling, there's the openness. So, so that was really a key part of it. Is it not that sort of automating? >>That's right. Automation is key as is really understanding what that customer environment is and optimizing for that piece of it. And so as you heard, we're really excited to announce our Green Lake Lighthouse, which is really providing workload optimized systems that are fully managed for them that provide that capability to run multiple workloads for that customer. But at the same time, to your point, there's a lot of charges that happened on the public cloud side. So, you know, data is the new, you know, gold if you will right, everyone's trying to monetize their data, trying to use it to make decisions and really understand what's happening across their environment and in the cloud. You know, if you put it up in the cloud, you have to pay to get it out. The egress charges can be significant and it's also a bit slower at times because of the latency that happens across that that that connection. And so we are now in a situation where we're seeing a lot of customers that are really trying to analyze their data, leveraging our HPC systems, leveraging our machine learning operation systems in order to really get that data happening, Getting the dancers out much, much faster and a much lower cost than what it would cost them to do that in the cloud. >>So you have some experience at this now. I wonder if we could dig into the customers how customers are using Green Lake. Maybe you can give some examples of success. >>Yeah. Yeah, no. You know it's exciting because you know first off everyone's looking at their digital transformation and that means something different for every single customer, so really understanding what they're trying to do from a transformation standpoint and then saying, okay, well how can we bring a solution to help accelerate that? To help be uh, you know, more connected to your customers to help improve your product delivery. We went to Lyondellbasell for example, one of the largest manufacturers in the world. And you know, they said, hey look, we don't want to run our data center anymore. Most most customers are trying to get out of the data center management business and they're saying, hey, run this for me, uh let me free up resources to go focus on things that really can drive additional value for our customers instead of keeping the lights on patching, blah blah blah. So we have taken their entire environment and moved it to a Coehlo and we're managing it now for them. And so in essence we freed up not just a ton of resources, but they have also been able to drop their carbon footprint, which is also this whole sustainability push is significant as well. And then you look at a customer like care stream, one of the largest medical diagnostic companies in the world, saying hey we gotta be able to allow our doctors to be able to um analyze and diagnose things much much faster through our X ray systems and through our diagnostic machines. And so they have implemented our machine learning operations scenario to dramatically speed up those types of capabilities. So as you go down the list and you start to see these customers really um leveraging technology to meet that digital transformation, saving costs, moving their business forward, creating new business models. It's just, it's really exciting. >>What about partners keith? How how have they responded? I mean, on the one hand, you know, that's great opportunities for them, you know, they're they're transforming their own business model. On the other hand, you know, maybe they were comfortable with the old model, they got a big house, nice, nice boat, you >>know? >>But how are they changing their their their business and how are they leaning in >>similar to what we're seeing? The opportunity for partners is dramatic, right? Because what happens is you have to have a very different relationship with your customer to truly understand their digital transformation. Their business challenges the problems that they're having to address. And so where we're seeing partners really, really sort of the opportunity is where there's the services and that sort of deeper relationship piece of it. So in essence, it's creating much more opportunity because the white spaces dramatic we're seeing, I want to say it's in the 30 to $40 billion worth of market opportunity as we move into an as a service on prem world. So they're seeing that opportunity. They're seeing the ability to add services on top of that and deepen the relationship with our customers. And you know, it's it's from my SVS. We're working closely with S. A. P. For example, to deliver their new rise private cloud customer edition. We're working closely with loosest, for example, who is doing a lot of payment processing type scenarios Nutanix and their database as a service scenario and Splunk because again, we went back to the data piece and these guys are doing so much big data type implementations for risk analytics and and regulatory type scenarios. It's just significant. And so because there's such a push to keep things on prem to have the security to reduce the latency to get rid of the egress charges and everything else. There's just a significant white space for both our partners and then from our distributors and resellers, they're getting to change their business model again, to get much deeper in that relationship with our customers >>to be Green Lake is, I mean it's H. P. E. As a service, it's your platform. And so I wonder if you can think about how you're thinking about uh, share with us, How you think about platform innovation? Um, you've got the pricing model, you know, flex up, flex down. Is there other technology we should know about and other things that are going to move you forward in this battle for the next great hybrid cloud and edge platform? >>Yeah, it's a great push because if you think about it, we are Green Lake is the edge to cloud platform And in essence because we have such a strong edge capability with the arab acquisition we made a few years back. That's really significant momentum with the Silver Peak acquisition to give us SD when you've got that edge connectivity all the way up to our high performance computing. And so you'll see us deliver high performance computing as a service. We're announcing that here at discover um you'll see us announced, you know, machine learning ops I mentioned ASAP, but also a virtual desktops. I think the pandemic has brought a lot more work from home type scenarios and customers really want to have that secure desktop. And so, working with partners like Citrix and Nutanix and and VM ware and Crew were able to provide that again, unique scenario for our customers. And so, um, yeah, the innovation is going to keep coming. You know, I mentioned bare metal as a service because many people are starting to really leverage the metal that's out there. You're seeing us also engaged with folks like intel on our silicon on demand. So this is a really exciting technology because what it allows us to do is turn on cores when we need them. So hey, I need additional capacity. I need some power. Let's turn on some cores. But then I turn off those cores when I'm not using them. You go to a software core based software pricing model, like an oracle or a sequel server. I'm saving dramatic cost now because I don't have to pay for all the cores that are on the system. I'm only paying the licenses for the ones that I use. And so that should bring dramatic cost savings to our customers as well. So we're looking from the silicon all the way up. Uh you know, you hear us talk about project Aurora, which is our security capability. We're looking at the silicon level, but we're also looking at the the container and bare metal and then obviously the workloads in the industry solution. So we're sprinting forward. We're listening to our customers were taking their feedback. We're seeing what they're prioritizing and because we have that tight relationship with them as we help move them to the direction they want to go, it's giving us a ton of fantastic inside information for what really matters. >>Right, Thank you for that. So, I want to ask you about data. A lot of organizations are kind of rethinking their ideal data architecture, their organization. They're they're they're seeing the amount of data that is potentially going to be created at the edge, thinking about ai inference and influencing at the edge and maybe reimagining their data organization in this age of insight. I wonder how Green Lake fits into that. How are you thinking about the new era of data and specifically Green Lakes role? >>Yeah, you mentioned the age of insights and and it really is right. So we've moved sort of as the next phase of digital transformation is basically saying, hey look, I've got all this data. I've got to first get my arms around my data estate because in essence it's in all these different pockets around. And so Green Lake gives you that ability to really get that data estate established. Then I want to take and get the answers in the analytics out of it. And then I want to monetize that data either out to my customer set or out to my industry or out to other scenarios as well. And so as we start to deliver our develops capability, our ai and analytics capabilities through HPC. And it's an open platform. So it allows data scientists to easy boot up easily boot up a cluster with which to do their models and their training and their algorithms. But we can also then use and Estancia at that into the business decisions that our customers are trying to make again without the significant cost that they're seeing on that on the public cloud side and in a very secure way because they have the data exactly where they need it. You'll see us continue to do sort of disaster recovery and data protection and those types of scenarios both with our partners and from H P E. So it's exciting to just understand that now you're going to have the tools and resources so you can actually focus on those business outcomes versus how do I protect the data? Where do I start, how do I get my model set up, etcetera. All that becomes automated and self service. You mentioned earlier >>When you talk to customers Keith one of the big sort of challenges that you're addressing. What's the typical, there was no typical but the but the real nuts that they're trying to crack is it financial? We want to move from Capex to opec's is that hey we want this cloud model but we can't do it in the public cloud for a variety of reasons, edicts, organization leaders or we want to modernize our our state. What are the real sort of sticking points that you're addressing with Green Lake? >>Yeah, I think it's threefold and you sort of touched on those. So one is, it really does start with modernization. Hey, you know, we've got to take costs out of the equation. We've got to reduce our carbon footprint. We've got to automate these things because we have limited resources and how do we maximize the ones that we have? And so I mentioned earlier, getting out of the data center, modernizing our apps, really monetizing our data. So I think that's number one. Number two is what you said as well, which is, hey look, I don't need to have all these capital assets. I don't want to be in charge of managing all all these assets. I just want the capability and so being able to sell them that service that says, hey, we can, we can do X number of desktops for your V. D. I. We can run your S. A. P. Environment or we can make sure that you have the, the analytics structure set up to be able to run your models that becomes super compelling and it frees up a lot of resources in cash on that front as well. And then I think the third thing is what you said, which is the world is hybrid. And so I need to find out what's going to run best in my on prem environment and what's going to run best up in the cloud. And I want to be able to optimize that so that I'm not wasting costs in one place or the other, and I want to be able to govern and govern that holistically. So I have the ability to see what's happening end to end across that so I can manage my business most effectively. So I think those are the three big things that people are really excited about with Green Lake as they enable those things. Um and you know, the reality is that it also means that they have a new partner to help them really think through how can they move forward? So it's not them by themselves. Uh It's really in a one plus one equals three type scenario and then you bring the ecosystem in and now you've got, you know, things working really well. So, >>so big enterprise tech, it's like, it's like the NFL is a sort of a copycat league. And so what, you know what I'm saying? But you guys all got >>big, yeah, >>you've got great resources, hey, this West Coast office exactly is gonna work. We're gonna get a short passing game going. And so that happened. So I feel like, okay, you've raised the bar now on as a service and that's gonna become table stakes. Um you know, it's got a lot of work to get there. I know, and it's a it's a journey, but but when you think about the future uh for H. P. E. Uh what's exciting you the most? >>I think what's exciting me the most is this the reaction that we're seeing with customers because in essence it gets them out of the bits and bytes and speeds and feeds and you know, um >>you >>know, component goo and really gets into business value, business outcomes sls and, and that's what they're looking for because what they're trying to do is break out of, you know that day to day and be able to really focus on the future and where they're going. So I think that's one, I think the second big thing is as you see all these things come together, um you know, we're able to basically provide customers with, I would say a mindset that's like, hey, I can do this holistically, but I can always pick and choose the best that I want and if I ramp up, I have capacity. If I ramp down, I don't have to pay for first scenarios. And so I'm getting the best of both worlds across that piece of it. And then third is I mentioned it earlier. But this whole relationship thing is so important because you know, this isn't about technology anymore. As much as it it is about what's the value that you're going to get out of that technology. And how does that help us move the company and the world forward? Like I love the fact that H. P. E. Was so involved in this pandemic. >>You know, >>with our systems were able to actually uh to run a set of of algorithms and analysis on how to, you know, find a vaccine on how to how to address the things that are going forward. You've seen us now up in space and as we, we broaden our frontier and so as a company you're seeing technology turned into things that are truly helping the world go forward. I think that's exciting as well. >>Yeah. Space. It's like the ultimate edge. >>I >>like you said to me if I take it, it's not not about ports and Mick, nips and gigabytes anymore. It's about the outcome. You mentioned before the S L. A. Um, you know, the thing about, you know, think about virtual, it's great. We have to get in the plane. Its downside. We all know we can't hang out, you know, afterwards, you know, have a drink or you know, chit chat about what's going on in the world, but we can't reach a lot more people. But the other downside of virtual is, you know, you don't have the hallway track. It's not like, hey, did you check out that, that demo on IOT? It's really cool. Where is that? So give us the hallway track. How can folks learn more about discover where would you direct folks? >>You bet. You know, I'm doing a full spot. Obviously let me start with at the top right Antonio Neri our ceo he's going to lay out the whole strategy and then I'll have a spotlight. It's about a 30 minute deep dive on all of these things that that you and I just talked about and then we've got a bunch of breakout sessions were doing some with our partners like Nutanix and others, um, Microsoft as well as we talk about, we didn't really touch on that, but you know, we have a strong partnership with the hyper scholars with Microsoft and with others because in essence customers are expecting an integrated solution that's hybrid. And so, you know, we're showcasing all of that with the with the discover breakouts as well and they're available on demand. We have a huge opportunity with respect to that, so really excited and you know, frankly we're here to help, like I hope people understand this is our opportunity to help you be successful and so please know that our ears are wide open to hear what the challenges are and we're ready to help customers as they needed. >>I'm glad you mentioned the partnership with Microsoft and other hyper skills. I feel like keith, the the Hyper scale is giving us a gift. They've spent last year they spent over $100 billion on Capex build out. That is like, it's like the internet. Thank you. >>Now we're gonna build on >>top of it, we're gonna build an abstraction layer that hides all that underlying complexity. We're gonna connect things and and that's really your job. That's really kind of what you're bringing to the table I think with Green Lake and some of these innovations. So >>I really >>appreciate it. Go ahead please. >>I appreciate the time as well. It's always a pleasure and it's always exciting to get a chance to share with you and and as always, any time you don't want me back, I'm happy to happy to join. Alright, >>would love to do that. So appreciate that. And thank you for spending some time with us. Stay tuned for more great coverage from HPD discovered 21 everything is available on demand as well as the that is the other good thing about virtually go back and watch all this content. This is Dave Volonte for the cube the leader in enterprise tech coverage. Be right back

>>Welcome back to HPD discovered 2021. The virtual edition. My name is Dave Volonte and you're watching the cubes continuous coverage of H. P. S. Big customer event. Patrick Moorehead is here of moor insights and strategy is the number one analyst in the research analyst. Business. Patrick. Always a pleasure. Great to see you, >>David. Great to see you too. And I know you're you're up there fighting for that number one spot to. It's great to see you and it's great to see you in the meetings that were in. But it's even more fun to be here on the cube. I love to be on the cube and every once in a while you'll even call me a friend of the cube, >>unquestionably my friend and so and I can't wait second half. I mean you're traveling right now. We're headed to Barcelona to mobile World Congress later on this month. So so we're gonna we're gonna see each other face to face this year. 100%. So looking forward to that. So, you know, let's get into it. Um you know, before we get into H. P. E. Let's talk a little bit about what you're seeing in the market. We've got, you know, we we we finally, it feels like the on prem guys are finally getting their cloud act together. Um, it's maybe taken a while, but we're seeing as a service models emerge. I think it's resonating with customers. The clearly not everything is moving to the cloud. There's this hybrid model emerging. Multi cloud is real despite what, you know, >>some some >>cloud players want to say. And then there's this edges like jump ball, what are you seeing in the marketplace? >>Yeah. Davis, as exciting as ever in. Just to put in perspective, I mean, the public cloud has been around for about 10 years and still only 20%. Around 20% of the data in 20% of the applications are there now, albeit very important ones. And I'm certainly not a public cloud denier, I never have been, but there are some missing pieces that need to come together. And you know, even five years ago we were debating dave the hybrid cloud and I feel like when Amazon brought out outposts, the conversation was over right now, what you have is cloud native folks building out hybrid and on prem capabilities, you have the classic on prem folks building out hybrid and as a service capabilities. And I really think it boils down 22 things. I mean it's wanting to have more flexibility and you know, I hate to use it because it sounds like a marketing word, but agility, the ability to spin up things and spin down things in a very quick way. And uh, you know what they've learned. The veterans also know, hey, let's do this in a way that doesn't lock us in too much into a certain vendor. And I've been around for a long time. David and I'm a realist too. Well, you have to lock yourself into something. It just depends on what do you want to lock yourself into, but super exciting. And what H. P. E. When they threw the acts in the sea with Green Lake, I think it was four years ago, I think really started to stir the pot. >>You know, you mentioned the term cloud denial, but you know, and I feel like the narrative from, I like to determine is I think you should use the term veteran. You know, it's very, they're ours is the only industry patrick where legacy is a pejorative, but but but so but the point I want to make is I feel like there's been a lot of sort of fear from the veteran players, but I look at it differently. I wonder what you're taking. I think, I think, I think I calculated that the Capex spending by the big four public clouds including Alibaba last year was $100 billion. That's like a gift to the world. Here, we're going to spend $100 billion like the internet here you go build. And and so I, and I feel like companies like HP are finally saying, yeah, we're gonna build, we're gonna build a layer and we're gonna hide the complexity and we're gonna add value on top. What do you think about that? >>Yeah. So I think it's now, I wish, I wish the on prem folks like HP, you would have done it 10 years ago, but I don't think anybody expected the cloud to be as big as it's become over the last 10 years. I think we saw companies like salesforce with sas taking off, but I think it is the right direction because there are advantages to having workloads on prem and if you add an as a service capability on top of the top of that, and let's say even do a Coehlo or a managed service, it's pretty close to being similar to the public cloud with the exception, that you can't necessarily swipe a credit card for a bespoke workload if you're a developer and it is a little harder to scale out. But that is the next step in the equation day, which is having, having these folks make capital expenditures, make them in a polo facility and then put a layer to swipe a credit card and you literally have the public cloud. >>Yeah. So that's, that's a great point and that's where it's headed, isn't it? Um, so let's, let's talk about the horses on the track. Hp. As you mentioned, I didn't realize it was four years ago. I thought it was, wow, That's amazing. So everybody's followed suit. You see, Dallas announced, Cisco has announced, uh, Lenovo was announced, I think IBM as well. So we, so everybody started following suit there. The reality is, is it's taken some time to get this stuff standardized. What are you seeing from, from HP? They've made some additional announcements, discover what's your take on all this. >>Yeah. So HPD was definitely the rabbit here and they were first in the market. It was good to see, first off some of their, Um, announcements on, on how it's going. And they talked about 4, $28 billion 1200 customers over 900 partners and 95% retention. And I think that's important anybody who's in the lead and remember what Aws used to do with the slide with the amount of customers would just get bigger and bigger and bigger and that's a good way to show momentum. I like the retention part two which is 95%. And I think that that says a lot uh probably the more important announcements that they made is they talked about the G. A. Of some of their solutions on Green Lake and whether it was S. A. P. Hana Ml apps HPC with Francis V. I was Citrus in video but they also brought more of what I would call a vertical layer and I'm sure you've seen the vertical ization of all of these cloud and as a service workloads. But what they're doing with Epic with EMR and looseness, with financial payments and Splunk and intel with data and risk analysis and finally, a full stack for telco five G. One of the biggest secrets and I covered this about five years ago is HPV actually has a full stack that western european carriers use and they're now extending that to five G. And um, so more horizontal uh and and more vertical. That was the one of the big swipes uh that I saw that there was a second though, but maybe we can talk about these. >>Yeah. Okay, Okay. So, so the other piece of that of course is standardization right there there because there was a, there was, there was a lot of customization leading up to this and everybody sort of, everybody always had some kind of financial game they can play and say, hey, there's an adversary as a service model, but this is definitely more of a standardized scalable move that H P E. Is making with what they call Lighthouse, Right? >>Yeah, that's exactly right. And I've talked to some Green Lake customers and they obviously gave it kudos or they wouldn't have HP wouldn't have served them up and they wouldn't have been buying it. But they did say, um, it took, it took a while, took some paperwork to get it going. It's not 100% of push button, but that's partially because hp allows you to customize the hardware. You want a one off network adapter. Hp says yes, right. You want to integrate a different type of storage? They said yes. But with Green Lake Lighthouse, it's more of a, what you see is what you get, which by the way is very much like the public cloud or you go to a public cloud product sheet or order sheet. You're picking from a list and you really don't know everything that's underneath the covers, aside from, let's say the speed of the network, the type of the storage and the amount of the storage you get. You do get to pick between, let's say, an intel processor, Graviton two or an M. D processor. You get to pick your own GPU. But that's pretty much it. And HP Lighthouse, sorry, Green Lake Lighthouse uh, is bringing, I think a simplification to Green Lake that it needs to truly scale beyond, let's say, the white house customers at HP. Yeah, >>Well done. So, you know, and I hear your point about 10 years in, you know, plus and to me this is like a mandate. I mean, this is okay. Good, good job guys about time. But if I had a, you know, sort of look at the big players, like, can we have an oligopoly here in this, in this business? It's HP, Cisco, you got Dell Lenovo, you've got, you know, IBM, they're all doing this and they all have a different little difference, you know, waste of skin of catch. And your point about simplicity, it seems like HP HP is all in Antonio's like, okay, here's what we're going to announce that, you know, while ago, so, and they seem to have done a good job with Wall Street and they get a simple model, you know, Dell's obviously bigger portfolio, much more complicated. IBM is even more complicated than that. I don't know so much about Lenovo and in Cisco of course, has acquired a ton of SAAS companies and sort of they've got a lot of bespoke products that they're trying to put together, so they've got, but they do have SAS models. So each of them is coming at it from a different perspective. How do you think? And so and the other point we got lighthouse, which is sort of Phase one, get product market fit. Phase two now is scale codify standardized and then phase three is the moat build your unique advantage that protects your business. What do you see as HP? Es sort of unique value proposition and moat that they can build longer term. >>That's a great, great question. And let me rattle off kind of what I'm seeing that some of these these players here. So Cisco, ironically, has sells the most software of any of those players that you mentioned, uh with the exception of IBM. Um, and yeah, C >>ICSDB two. Yeah, >>yeah, they're the they're the number two security player, uh, Microsoft, number one. So and I think the evaluation on the street uh indicate that shows that I feel like uh Deltek is a is a very broad play because not only do they have servers, storage, networking and security, but they also have Pcs and devices, so it's a it's a scale and end play with a focus on VM ware solutions, not exclusively, of course. Uh And um then you've got Lenovo who is just getting into the as a service game and are gosh, they're doing great in hyper scale, they've got scale there vertically integrated. I don't know if if too many people talk about that, but Lenovo does a lot of their own manufacturing and they actually manufacture Netapp storage solutions as well. So yeah, each of these folks brings a different game to the table, I think with h P E, what your bring to the table is nimble. When HP and HP split, the number one thing that I said was that uh huh H P E is going to have to be so much faster than it offsets the scale that Dell technology has and the HBs credit, although there, I don't think we're getting credit for this in the stock market yet. Um, and I know you and I are both industry folks, not financial folks, but I think their biggest thing is speed and the ability to move faster and that is what I've seen as it relates to the moat, which is a unique uh, competitive advantage. Quite frankly, I'm still looking for that day in, in, in what that is and I think in this industry it's nearly impossible and I would posit that that any, even the cloud folks, if you say, is there something that AWS can do that Azure can't, if it put it put its mind to it or G C P. I don't think so. I think it's more of a kind of land and expand and I think for H P E, when it comes to high performance computing and I'm not just talking about government installations, I'm talking about product development, drug development, I think that is a landing place where H P E already does pretty well can come in and expand its footprint, >>you know, that's really interesting um, observations. So, and I would agree with you, it's kind of like, this is a copycat industry, it's like the west coast offense, like the NFL >>and >>so, so the moat comes from, you know, brand execution and your other point about when HP and HP split, that was a game changer, because all of a sudden you saw companies like them, you always had a long term relationship with H P E but or HP, but then they came out of the woodworks and started to explode. And so it really opened up opportunities. So it really >>is an execution, >>isn't it? But go ahead, please >>Dave if I had to pick something that I think HP HPV needs to always be ahead and as a service and listen, you know, I both know announcements don't mean delivery, but there is correlation between if you start four years ahead of somebody that other company is going to have to put just, I mean they're gonna have to turn that ship and many of its competitors really big ships to be able to get there. So I think what Antonio needs to do is run like hell, right, Because it, it, I think it is in the lead and as a service holistically doesn't mean they're going to be there forever, but they have to stay ahead. They have to add more horizontal solutions. They have to add more vertical solutions. And I believe that at some point it does need to invest in some Capex at somebody like ANna Quinn x play credit card swiper on top of that. And Dave, you have the public, you have the public cloud, you don't have all the availability zones, but you have a public cloud. >>Yeah, that's going to happen. I think you're right on. So we see this notion of cloud expanding. It's no longer just remote set of services. Somewhere out in the cloud. It's as you said, outpost was the sort of signal. Okay, We're coming on prem clearly the on prem, uh, guys are connecting to the cloud. Multi cloud exists, we know this and then there's the edge but but but that brings me to that sort of vision and everybody's laying out of this this this seamless integration hiding the complexity log into my cloud and then life will be good. But the edge is different. Right? It's not just, you know, retail store or a race track. I mean there's the far edge, there's the Tesla car, there's gonna be compute everywhere. And that sort of ties into the data. The data flows, you know the real time influencing at the edge ai new semiconductor models. You you came out of the semiconductor industry, you know it inside and out arm is exploding is dominating in the edge with with with apple and amazon Alexa and things like that. That's really where the action is. So this is a really interesting cocktail and soup that we have going on. How do you >>say? Well, you know, Dave if the data most data, I think one thing most everybody agrees on is that most of the data will be created on the edge. Whether that's a moving edge a car, a smartphone or what I call an edge data center without tile flooring. Like that server that's bolted to the wall of Mcdonald's. When you drive through, you can see it versus the walmart. Every walmart has a raised tile floor. It's the edge to economically and performance wise, it doesn't make any sense to send all that data to the mother ships. Okay. And whether that's unproven data center or the giant public cloud, more efficient way is to do the compute at the closest way possible. But what it does, it does bring up challenges. The first challenge is security. If I wanted to, I could walk in and I could take that server off the Mcdonald's or the Shell gas station wall. So I can't do that in a big data center. Okay, so security, Physical security is a challenge. The second is you don't have the people to go in there and fix stuff that are qualified. If you have a networking problem that goes wrong and Mcdonald's, there's nobody there that can help uh, they can they can help you fix that. So this notion of autonomy and management and not keeping hyper critical data sitting out there and it becomes it becomes a security issue becomes a management issue. Let me talk about the benefits though. The benefits are lower latency. You want you want answers more quickly when that car is driving down the road and it has a five G V two X communication cameras can't see around corners, but that car communicating ahead, that ran into the stop sign, can I through vi to X. Talk to the car behind it and say, hey, something is going on there, you can't go to, you can't go to the big data center in the sky to make that happen, that is to be in near real time and that computer has to happen on the edge. So I think this is a tremendous opportunity and ironically the classic on prem guys, they own this, they own this space aside from smartphones of course, but if you look at compute on a light pole, companies like Intel have built Complete architectures to do that, putting compute into 5G base stations. Heck, I just, there was an announcement this week of google cloud in its gaming solution putting compute in a carrier edge to give lower latency to deliver a better experience. >>Yeah, so there, of course there is no one edge, it's highly fragmented, but I'm interested in your thoughts on kind of who's stack actually can play at the edge. And I've been sort of poking uh H P E about this. And the one thing that comes back consistently is Aruba, we we can take a room but not only to the, to the near edge, but to the far edge. And and that, do you see that as a competitive advantage? >>Oh gosh, yes. I mean, I would say the best acquisition That hp has made in 10 years has been aruba it's fantastic. And they also managed it in the right way. I mean, it was part of HB but it was it was managed a lot more loosely then, you know, a company that might get sucked into the board. And I think that paid off tremendously. They're giving Cisco on the edge a absolute run for their money, their first with new technologies. But it's about the solution. What I love about what a ruble looks at is it's looking at entertainment solutions inside of a stadium, um a information solution inside of an airport as opposed to just pushing the technology forward. And then when you integrate compute with with with Aruba, I think that's where the real magic happens. Most of the data on a permanent basis is actually video data. And a lot of it's for security uh for surveillance. And quite frankly, people taking videos off, they're off their smartphones and downloading video. I I just interviewed the chief network officer of T mobile and their number one bit of data is video, video uploaded, video download. But that's where the magic happens when you put that connectivity and the compute together and you can manage it in a, in an orderly and secure fashion >>while I have you, we have a ton of time here, but I I don't pick your brain about intel, the future of intel. I know you've been following it quite closely, you always have Intel's fighting a forefront war. You got there, battling A. M. D. There, battling your arm slash and video. They're they're taking on TSMC now and in foundry and, and I'll add china for the looming threat there. So what's your prognosis for for intel? >>Yeah, I liked bob the previous Ceo and I think he was doing a lot of of the right things, but I really think that customers and investors and even their ecosystem wanted somebody leading the company with a high degree of technical aptitude and Pat coming, I mean, Pat had a great job at VM or, I mean, he had a great run there and I think it is a very positive move. I've never seen the energy At Intel probably in the last 10 years that I've seen today. I actually got a chance to talk with pat. I visited pat uhh last month and and talk to him about pretty much everything and where he wanted to take the company the way you looked at technology, what was important, what's not important. But I think first off in the world of semiconductors, there are no quick fixes. Okay. Intel has a another two years Before we see what the results are. And I think 2023 for them is gonna be a huge year. But even with all this competition though, Dave they still have close to 85% market share in servers and revenue share for client computing around 90%. Okay. So and they've built out there networking business, they build out a storage business um with with obtain they have the leading Aid as provider with Mobileye. And and listen I was I was one of Intel's biggest, I was into one of Intel's biggest, I was Intel's biggest customer when I was a compact. I was their biggest competitor at AMG. So um I'm not obviously not overly pushing or there's just got to wait and see. They're doing the right things. They have the right strategy. They need to execute. One of the most important things That Intel did is extend their alliance with TSMC. So in 2023 we're going to see Intel compute units these tiles, they integrate into the larger chips called S. O. C S B. Manufactured by TSMC. Not exclusively, but we could see that. So literally we could have AMG three nanometer on TSMC CPU blocks, competing with intel chips with TSMC three nanometer CPU blocks and it's on with regard to video. I mean in video is one of these companies that just keeps going charging, charging hard and I'm actually meeting with Jensen wang this week and Arms Ceo Simon Segers to talk about this opportunity and that's a company that keeps on moving interestingly enough in video. If the arm deal does go through will be the largest chip license, see CPU licensee and have the largest CPU footprint on the planet. So here we have AMG who's CPU and Gpu and buying an F. P. G. A company called Xilinx, you have Intel, Cpus, Gpus machine learning accelerators and F. P. G. S. And then you've got arms slashing video bit with everything as well. We have three massive ecosystems. They're gonna be colliding here and I think it's gonna be great for competition. Date. Competition is great. You know, when there's not competition in CPUs and Gpus, we know what happens right. Uh, the beach just does not go on and we start to stagnate. And I did, I do feel like the industry on CPU started to stagnate when intel had no competition. So bring it on. This is gonna be great for for enterprises then customers to and then, oh, by the way, you have the custom Chip providers. WS has created no less than 15 custom semiconductors started with networking and nitro and building out an edge that surrounded the general computer. And then it moved to Inferential for inference trainee um, is about to come out for training Graviton and Gravitas to for general purpose CPU and then you've got apple. So innovation is huge and I love to always make fun of the software is eating the world. I always say yeah but has to run on something. And so I think the combination of semiconductors software and cloud is just really a magical combination. >>Real quick handicap the video arm acquisition. What what are the odds that that they will be successful? They say it's on track. You got a 2 to 13 to 1 10 to 1. >>I say 75%. Yes 25%. No China is always the has been the odd odd man out for the last three years. They scuttled the Qualcomm NXp deal. You just don't know what china is going to do. I think the EU with some conditions is going to let this fly. I think the U. S. Is absolutely going to let this fly. And even though the I. P. Will still stay over in the UK, I think the U. S. Wants to see wants to see this happen, Japan and Korea I think we'll allow this china is the odd man out. >>In a word, the future of h p. E is blank >>as a service >>patrick Moorehead. Always a pleasure. My friend. Great to see you. Thanks so much for coming back in the cube. >>Yeah, Thanks for having me on. I appreciate that. >>Everybody stay tuned for more great coverage from HP discover 21 this is day Volonte for the cube. The leader and enterprise tech coverage. We'll be right back.

>>Welcome to the cubes coverage of Dell Technologies world 2021. The digital experience. I'm lisa martin. I've got two guests here with me today. Adam Glick is here. Senior Director of portfolio marketing for Apex at Dell Technologies. Adam welcome to the cube >>lisa. It's great to be here with you >>likewise. And Andrew Glinka is here VP of Competitive intelligence at Dell Technologies as well. Andrew welcome to you as well. >>Thank you. Glad to be here. >>So the last Dell Technologies world was only about six months or so ago and sadly I was sitting in the same room doing that. We're not in Vegas at the convention center but hopefully one day we will be soon. But a lot of news there um Adam was about Apex and this big transformation about what Dell wants to do, give us a little bit of a history and what's transpired in the last six months. >>Well, a lot of things have happened in the past six months with what we were calling Project Apex before probably the first most obvious one is we've removed project from the name as we've made the offering generally available. We've also added a lot to it. There's a lot of new pieces of technology that are part of Project Apex now, we've talked about bringing in the cloud, bringing the custom solutions, hear a lot about that at Dell Technologies where all this time and really practicing that all up together in a single experience for customers, giving them something that's super simple agile and gives them all the control that they want to use their infrastructure where they want it all of that as a service. >>Big changes Andrew. Let's go over to you now. Talk to me about some of the players in the market. >>Well, he has a service market is growing incredibly fast and will continue to grow over the next number of years. And what we're seeing is a lot of players trying to enter that market because it is growing so fast. So you have some of the traditional infrastructure players that are entering like HP has their offer out in the market and pure storage and that happened many others. And you also have the public cloud providers like amazon web services, google Microsoft azure that are starting to develop um on prem tech capabilities to kind of validate this hybrid cloud as a service, all things everywhere model. So uh rapidly growing market a lot changing in a lot of players entering this space very quickly. >>So a lot of acceleration we've seen with respect to digital transformation Andrew in the last year. So talk to me about how Apex compares to those infrastructure players, you mentioned peer storage, Netapp HP. Talk to me about the comparison there. >>Yeah, so one of the things is we continue to develop, Apex is we're going to offer the broadest portfolio of as a service solutions for customers, all with different consumption models. So we'll be offering outcome based meter based as well as custom solutions, which is a little bit different than what others can provide all delivered using market leading technology and all Dell supported. So we're not using third party to deliver any of the asset service, it's all Dell supported, um some other very tactical things like single rate, so we don't charge for over usage or charge extra, which is different than some um and also it's all self service. So through the console you can place an order for a new system or upgraded system and you're avoiding the lengthy sale cycles and all the back and forth. So just a couple of questions you can get the outcome that you're looking for. >>Adam. Talk to me about how apex compares to the public cloud providers, customers obviously have that choice as well. AWS google cloud platform. What's the comparison contrast there? >>So when we think about what's going on with public cloud providers, we really look at them as partners and people that we work with. There's a Venn diagram if you think about it and the reality is that although there is some overlap between, there's also a lot of differentiated value that we look at, that we bring their and it's how do we work together on those pieces? So the most obvious of those is when you're thinking about things like a hybrid cloud and how people work together to make sure that they've got a cloud that meets their needs, both on prem in their Coehlo locations out of the edge as well as whatever they're doing with public >>cloud. >>And so we're looking at how do we bring all those pieces together? And there are certain things that work better in certain places, certain ones that work better than others. We do a lot of things around the simplicity of billing to make that easy for customers, giving them really high performance ways to to work well that really meet the needs of a lot of workloads that might need regulatory needs or might have specific performance mapping, high performance computing, things like that. But it works together. And that's really the point is that what customers tell us is that they have needs for on premises, They have needs for things in their private cloud and follows. They also have needs in the public cloud. And how do they bring that together? And so we're working to say, how do we bridge that gap to make the best possible outcome for customers? We work on partnerships with the partnership that we announced with Equinix to bring together co location facilities around the world and bring apex services customers easily when they want to say reduce the latency between what they're running and what they control within their own hardware stacks and what might be running in the public cloud. It's kind of a merger of both that really helps customers get the best of all that they need because at the end of the day that's the goal is helping our customers get the best I. T. Outcomes for their businesses as possible. >>Right? And you mentioned Hybrid cloud and we talk about that so often customers are in that hybrid world for many reasons. So basically what you're saying is there is partnerships that Dell Technologies has with Apex and the other hyper scholars so that when customers come in, if they're most likely already using some of those other platforms, they actually could come in and work with Apex too, develop a solution that works very synergistically. >>Yeah, we're helping them pull together what they need. And if you take a look, 72 of organizations say that they're taking a hybrid cloud approach, they want to be able to bring the best of both worlds to what they're doing and really choose what's right for them. Where do they need to be able to really control what's happening with their data? Where do they want to be able to maintain and control the costs that they have and also be able to access the other services that might be out there that they would need. So how do they bring those together? And those ways that we work together for the benefit of customers? And we bridge those two pieces is really what we're aiming to do here. >>Excellent. So Andrew, let's go back over you. I want to talk about workloads here because you know when we look at some of the numbers, the 8020 rule with the cloud, 80 of those workloads still on prem customers needing to determine which workloads should go to the cloud. How does apex work with customers to facilitate making those decisions? Um about the workloads that are best suited for apex versus club? >>Well, I think that's the beauties, it's very flexible. And so some of those traditional workloads that are still on prem can be run as a service without a whole lot of change. So you don't have to re platform, you don't have to reengineer them and you can move them into an as a service model, continue to run them easily. But then there's a whole lot of new development like high performance computing and Ai And machine learning, particularly at an edge where Gartner says by 2025 75 of all data will be processed at the edge. So as these new capabilities are being built out, uh customers have been asking us to start to run that infrastructure in these new workloads and and at as a service model and so high performance computing ai. Ml these edge workloads are fantastic use cases just get started with as a service and can certainly extend back into some of the more traditional workloads that they've been running >>adam. Can you talk to us a little bit about what's transpired in the last six months from the customers lens as we talked a little bit about, we talked a lot in the last year about the acceleration of digital transformation and so many businesses having to pivot multiple times in the last year. A lot of acceleration of those getting to cloud for, for to survive. Talk to me about the customer experience, what you see in the last six months. >>So what we've heard a lot from our customers is that they're really looking for the benefits of consumption as a service that especially as you see the financial impacts that happened over the past year, People looking at ways to preserve capital and what are the ways that they can go and maintain what they want to do or perhaps even grow and accelerate. Take advantage of those new opportunities in ways that don't require large capital purchases and the ability to go in and purchase as a service is something we've heard from multiple customers is something that is really attractive to them as they look at. Hey, there's no opportunities they've opened up and how do they be able to expand on those as well as how do they be able to preserve the capital? They have, be able to continue with the projects that they're looking at but be able to take a more agile approach for those things. And so the as a service offerings that we've been talking to our customers about have been really something they've been excited about and they come to us kind of, hey, what do you have? What's the roadmap? How can we have more of those kinds of things? And that's why we're so excited Dell Technologies world to be talking about how we're bringing even more apex services as a service available to our customers. >>And I'm just curious in the last year since we've seen so many industries, every industry really rocked by the very dynamic market, but some of the things like healthcare and government, I'm just curious if you've seen any industries in particular really take a leading edge here and working with you in apex. >>one of the most >>interesting things that I've seen from the customers that I've been talking to is that it really is broad ranging that I've talked to customers who are governmental customers who are interested in expanding what they're doing with it but very concerned about things like data, locality and data sovereignty. That's very interesting to them. I've talked to manufacturing organizations, they're looking at how do they expand their operations in asian manufacturing for instance. And they're going from, how do they operate within the United States to how do they expand their operations? Be able to do that in a more quick fashion? What they're doing? Talk to healthcare organizations, they're looking at, how do they be able to bring digital healthcare and as you to think about what's happening more virtually that people are doing, What does that mean in terms of health care? Both from people who are actually doing virtual visits with their doctors as well as even things like digital surgery. So there's so many things that are happening really. I could talk to you about dozens of industries. But the takeaway that I've had is that there's no real one industry, it's really something that has impacted just operations globally and different folks. Look at different things in different ways. I talked to a company that does train that actually train company. They do logistics and they're looking at edge scenarios and how do they do train inspections faster to be able to provide better turnaround times for their trains because there's a limited amount of track and so if they miss a maintenance window like that's time that they not only have to wait for the next window, they have to wait for all the other trains to pass too. So it's really breathtaking, just the scope of all that's changing in it and all the opportunities that are coming up as people think about what consuming it services as a service can mean for them. >>Yeah, amazing opportunities. And you talked about, you know, the virtual and there's so much of it that's going to persist in in a good way, silver linings, right? Um and you want to go back over to you talk to me when we, when we talked about apex at Dell technologies world 2026 months ago, this was kind of revolutionary and really looking at it as a really big change to Dell's future strategy. Talk to me about that. >>Well, it's a change for the entire company, so having to rethink how we deliver all these services and outcomes to customers. So it's it's not just about the product. The product is now the service and the service is the product, so it's very different in how we approach it. Thinking more about how we can help our customers achieve these outcomes um and help deliver these services that get them there, which is a little different than just developing the products themselves. And so that's been a big thing that we've been taking on and making sure that we deliver these outcomes for our customers. >>Yeah. And then adam last question for you talk to me about kind of same perspective of looking at this as as how Dell intends to compete in the future and what customers can expect. Also how can they engage? Is this something that is available with Channel Partners? Dell Direct? >>So this is the beginning of a huge journey and transformation as Andrew spoke about, like this is a transformation of not only what we're providing, but a transformation across all of Dell. We're looking at how do we expand the X portfolio to bring a portfolio of options to our customers? You know, we're starting with with storage and cloud and some are custom solutions, but we really have a vision of how do we bring all of Dell's business products and into services for our customers? You know, it's a huge transformation, it's something I'm incredibly excited about because it really aligns what we do with what our customers do. We've never had an opportunity to be so closely connected with our customers and create great outcomes for them. So the transformation, like we're just at the beginning of this and it's an incredible path that we're on that's providing amazing value for the people that we've already started working with. For people that want to find out more about it. You can certainly come to our website, Dell technologies dot com slash apex. People who have a relationship with Dell already contact their sales representative will be more than happy to talk to them about what their current needs are and what effects can do to help them continue their digital transformation and create better outcomes for their organization. >>Excellent, Adam Andrew, Thank you for joining me today to talk about what's going on. Project apex to apex the tremendous amount of opportunities that it's helping customers in any industry uncover. We look forward to seeing down the road some of those great customer outcomes that come from this. I thank you both for joining me today. >>Thank you very much. Thank you >>for Adam Glick and Andrew Glinka. I'm lisa martin. You're watching the cubes coverage of Dell Technologies World 2021 The Digital Experience.

>>Hi and thanks for joining us today. I'm Arwa Qadoura, vice president of Goto Market for HP Green Lake. In this session, we're going to explore a few of the ways we're bringing the cloud to your data center and co locations, especially for your most demanding workloads. We'll show a few examples of how we do this and how we can help you with HP. Green Lake with HP Green Lake were leading the market for on premises and hybrid cloud. With a decade of experience and over 1000 customers, we've been able to continue enriching our portfolio of services, leveraging the vast input from our customers. And what we're hearing now is they want us to take on the apse and data that are most critical to run their business on our customers. Love the cloud experience and wanted available everywhere, including their data center and Coehlo H. P E. Green Lake is the cloud that comes to you. We deliver a cloud experience for your >>infrastructure and workloads in your data center or co location and at the edge. HP Greenlee Cloud Services offer consumption based economics and scalability for a wide range of platforms. All managed for you by HP or by a rich ecosystem of partners. In June, we brought the Self service point and click experience of the cloud to our new services for containers, virtual machines and ml apps, and dramatically sped up the delivery of our infrastructure services with standardized building blocks T shirt sized that you can get in ASL. It'll us 14 days and a few weeks ago we added V. D. I as a service to meet the strong demand to help your employees around the globe work securely wherever they may be. Today we will look at four examples of how we provide the cloud experience for the workloads that are most critical to run your business, and we'll give a few industry examples. First, we'll talk about helping financial institutions manage risk and compliance. We'll talk about improving health care with a secure, flexible electronic health records platform, optimizing production and delivery for manufacturing with S A P Hana and answering your biggest questions with high performance computing. When we talk about thes demanding workloads, whether we're talking about inventory management, payment processing, medical imaging or any additional ones you see here, two things typically hold true. First, they're very difficult to move to the public cloud due to the challenges around Leighton See and Performance data Gravity I P. And Privacy Protection and the data entanglement with many other APS. And secondly, they require app specific expertise to implement and integrate continual performance optimization, strong resiliency, security and compliance management. And container is a shin to achieve mobility. These air tough to meet but essential toe have. If you're betting your business on these workloads, we've helped our customers meet these challenges and requirements in the data center. Let's start our discussion about these workloads with managing risk and compliance. Risk and compliance management require analyzing huge amounts of data streaming in real time through the organization, and Splunk is widely used for this as the scales. We have found that often infrastructure is the bottleneck and organizations develop blind spots. Due to this, this means they could only see some of the data. Scaling and making changes is also a slow process with such a complex set of infrastructure, and I T resources often don't have the skills to manage new platforms such as container based implementations. We've looked at the situation and built a differentiated architecture er to solve this challenge. The solution is container based, using the HP as moral container platform. It's an infrastructure that is tuned for Splunk and resulted in a big reduction in the total servers needed. It's delivered as a service through HP Green Lake on premises fully managed to make adoption fast and to cover the skill gaps, I t may have the outcomes. We tested our approach and found the dramatic improvements you see here. Infrastructure efficiency improved dramatically, with 17 times increase in throughput and 12 Splunk indexers per host, up from one. Compliance and insights into risks improved from removing the blind spots with a 10 times reduction and infrastructure needed to ingest up to 8.7 terabytes per host per day. And customers have a greatly simplified I T operating model by moving to HP Green Lake fully managed so that HP takes care of the container and infrastructure management. Next, let's talk about improving health >>care with a secure, flexible e HR platform. The global pandemic is putting an extraordinary burden on an industry whose budgets and resources are already stretched to the limits and H P can help health systems in medical research institutions around the globe recognize the value of HP Green Lake for our infrastructure as a service needs scalable storage for high resolution medical imaging, high performance compute for medical research and v. D. I. For the digital workplace. Today we are pleased to introduce the platform for epics E H R System. This is a full platform. As a service offering for Elektronik Health Records, the service supports the epic software stack with validated HP infrastructure and epic certified expertise to run the full environment for you. This enables health care institutions toe offload the complexities of moving to and operating a modern epic platform, reducing cost risk and time with a fully managed paper use cloud service in their own data center or cola facility. Now our customers could focus on delivering life affecting healthcare outcomes and not on the nuances of daily technical operations and upgrades. So how is HP qualified? Think back to the requirements we talked about for expertise. We have a 25 year partnership with EPIC, and over 65% of epic customers use RHP infrastructure, including storage servers, software and networking. We know epic and are trusted by epic customers. We have a dedicated program management office with focused epic resources to help health care systems make the most of their epic platform improving their quality of care, financial performance, work, low efficiency and, most importantly, their patient outcomes. The next workload I'd like to cover is S a P Hana s A P Hannah runs many if not most manufacturing organizations, including our very own. Here in h P s A P finds that 70% of customers are looking to remain on premises with S A P Hana as they migrate toe s four For the reasons we discussed earlier performance, resiliency, security, I protection and control. And we're proud to be one of Aesop's most critical technology partners, running approximately 40% of the on Prem s a p customer base. Thes customers trust HP infrastructure to run their critical s a p environment and we're excited to extend the value into a fully managed on Prem Cloud service. Today we bring the cloud benefits of HP Green Lake toe s a P Hannah customers on premises in two ways. Standard hp Green Lake uses S a P certified technology from HP with the scalable paper use model with H P's outstanding support and management services ready to meet the demanding requirements of S A P. Hana. And now we are working with S a P for the S A P Hana Enterprise Cloud Customer Edition which is powered by HP Green Lake and fully managed by S A P for you, which is the sap cloud in your data center. HPD point next services are essential to our customers. One of the reasons that customers choose HP for workloads such as SAP is our expertise from strategy all the way to operation with advisory and professional services specific to your application. We help you succeed. HP understands migration toe s A. P s four hana and as the leading technology vendor of S a P Hannah Infrastructure and a large s a p Hannah customer ourself, we have the expertise within our advisory and professional services. To ensure your success as you move to s four, HP has delivered over 1500 s, a p Hana consulting projects and HP point Next services has the expertise globally to accelerate time to value and mitigate your risk. And lastly, HP offers a center of excellence Experience for S a P. Hannah providing specialized support from our experts Toe optimize operations for S a p environments The last and maybe the most demanding workload that will cover today is HPC high performance computing. Today we are announcing H p e Green Lake for HPC. This is an exciting time as we bring our cloud services to HPC wherever you need it. As the leader in HPC, we have significant i p To give HPC customers. We offer the speed and scalability that you need with components such as high speed interconnect, high density compute platforms and software to manage HPC operations and performance. And unlike other technology companies, thes are all from HP, fully integrated, fully supported and can be fully managed by HP. And we've built an ecosystem of I S V applications that we closely collaborate with to make HPC run seamlessly high. Performance computing can get complex with HP. Green Lake for HPC will simplify the approach without taking away any of the power. Pick the starting point that fits your use case small, medium or large, and get started. These building blocks are HPC optimized, meaning you could bring the technology that we use to predict weather or decode the human genome to your everyday APS. No capital up front, pay for what you use and the implementation is managed for you. With our building block approach, we can eliminate the long design and implementation phase, which could take months or even a year over time as your clusters grow, modernize and change H p e Green Lake Capacity management helps you always have capacity ready ahead of your needs. What is the experience with H. P Green Lake for HPC, you order, we deliver in as little as 14 days. We install your systems and you can quickly deploy your HPC APS. With the new point and click service experience, researchers and analysts can get access to their HPC cluster resources from the self service portal without putting. I t in the middle of every request we manage the clusters for you. Take care of upgrades, performance and growth, and you pay based on what you use. Simplifying HPC economics and operations. This is how we bring a cloud to your most demanding workloads. So we've covered a lot, and the big question is, so what? How do you benefit analysts have found that with HP Green Lake, you save 30 to 40% on total cost of ownership by eliminating over provisioning, which on its own is huge. But the additional benefits are equally important to our customers. You can speed deployments of projects by 75% cut your risk with 85% less unplanned downtime and improve ICTY productivity by 40% due to the services, including that greatly simplify I t operations. What's next? If you want to learn more about how we bring cloud services for your most demanding workloads, whether they're for risk management, E H. R s, a, p or HPC, or for other workloads you depend on us for Please engage your HP account team or your HP partner. If you're already are a customer for HP Green Lake, thank you. And we're ready to globally help you with your next project. And, of course, please visit us at p e dot com. Backslash Green Lake Thanks for joining me today.

>>from around the globe. It's the Cube with digital coverage of HP Green Lake day made possible by Hewlett Packard Enterprise. Okay, we're not gonna dive right into some of the news and get into the Green Lake Announcement details. And with me to do that is Keith White is the senior vice president and general manager for Green Lake Cloud Services and Hewlett Packard Enterprise. Keith, thanks for your time. Great to see you. >>Hey, thanks so much for having me. I'm really excited to be here. >>You're welcome. And so listen, before we get into the hard news, can you give us an update on just Green Lake and the business? How's it going? >>You bet. No, it's fantastic. And thanks, you know, for the opportunity again. And hey, I hope everyone's at home staying safe and healthy. It's been a great year for HP Green Lake. There's a ton of momentum that we're seeing in the market place. Uh, we've booked over $4 billion of total contract value to date, and that's over 1000 customers worldwide, and frankly, it's worldwide. It's in 50 50 different countries, and this is a variety of solutions. Variety of workloads. So really just tons of momentum. But it's not just about accelerating the current momentum. It's really about listening to our customers, staying ahead of their demands, delivering more value to them and really executing on the HB Green Lake. Promise. >>Great. Thanks for that and really great detail. Congratulations on the progress, but I know you're not done. So let's let's get to the news. What do people need to know? >>Awesome. Yeah, you know, there's three things that we want to share with you today. So first is all about it's computing. So I could go into some details on that were actually delivering new industry work clothes, which I think will be exciting for a lot of the major industries that are out there. And then we're expanding RHP capabilities just to make things easier and more effective. So first off, you know, we're excited to announce today, um, acceleration of mainstream as adoption for high performance computing through HP Green Lake. And you know, in essence, what we're really excited about is this whole idea of it's a. It's a unique opportunity to write customers with the power of an agile, elastic paper use cloud experience with H. P s market. See systems. So pretty soon any enterprise will be able to tackle their most demanding compute and did intensive workloads, power, artificial intelligence and machine learning initiatives toe provide better business insights and outcomes and again providing things like faster time to incite and accelerated innovation. So today's news is really, really gonna help speed up deployment of HPC projects by 75% and reduced TCO by upto 40% for customers. >>That's awesome. Excited to learn more about the HPC piece, especially. So tell us what's really different about the news today From your perspective. >>No, that's that's a great thing. And the idea is to really help customers with their business outcomes, from building safer cars to improving their manufacturing lines with sustainable materials. Advancing discovery for drug treatment, especially in this time of co vid or making critical millisecond decisions for those finance markets. So you'll see a lot of benefits and a lot of differentiation for customers in a variety of different scenarios and industries. >>Yeah, so I wonder if you could talk a little bit mawr about specifically, you know exactly what's new. Can you unpack some of that for us? >>You bet. Well, what's key is that any enterprise will be able to run their modeling and simulation work clothes in a fully managed because we manage everything for them pre bundled. So we'll give folks this idea of small, medium and large H p e c h piece services to operate in any data center or in a cold a location. These were close air, almost impossible to move to the public cloud because the data so large or it needs to be close by for Leighton see issues. Oftentimes, people have concerns about I p protection or applications and how they run within that that local environment. So if customers are betting their business on this insight and analytics, which many of them are, they need business, critical performance and experts to help them with implementation and migration as well as they want to see resiliency. >>So is this a do it yourself model? In other words, you know the customers have toe manage it on their own. Or how are you helping there? >>No, it's a great question. So the fantastic thing about HP Green Lake is that we manage it all for the customer. And so, in essence, they don't have to worry about anything on the back end, we can flow that we manage capacity. We manage performance, we manage updates and all of those types of things. So we really make it. Make it super simple. And, you know, we're offering these bundled solutions featuring RHP Apollo systems that are purpose built for running things like modeling and simulation workloads. Um, and again, because it's it's Green Lake. And because it's cloud services, this provides itself. Service provides automation. And, you know, customers can actually, um, manage however they want to. We can do it all for them. They could do some on their own. It's really super easy, and it's really up to them on how they want to manage that system. >>What about analytics? You know, you had a lot of people want to dig deeper into the data. How are you supporting that? >>Yeah, Analytics is key. And so one of the best things about this HPC implementation is that we provide unopened platform so customers have the ability to leverage whatever tools they want to do for analytics. They can manage whatever systems they want. Want to pull data from so they really have a ton of flexibility. But the key is because it's HP Green Lake, and because it's HP es market leading HPC systems, they get the fastest they get the it all managed for them. They only pay for what they use, so they don't need to write a huge check for a large up front. And frankly, they get the best of all those worlds together in order to come up with things that matter to them, which is that true business outcome, True Analytics s so that they could make the decisions they need to run their business. >>Yeah, that's awesome. You guys clearly making some good progress here? Actually, I see it really is a game changer for the types of customers that you described. I mean, particularly those folks that you like. You said You think they can't move stuff into the cloud. They've got to stay on Prem. But they want that cloud experience. I mean, that's that's really exciting. We're gonna have you back in a few minutes to talk about the Green Lake Cloud services and in some of the new industry platforms that you see evolving >>awesome. Thanks so much. I look forward to it. >>Yeah, us too. So Okay, right now we're gonna check out the conversation that I had earlier with Pete Ungaro and Addison Snell on HPC. Let's watch welcome everybody to the spotlight session here green. Late day, We're gonna dig into high performance computing. Let me first bring in Pete Ungaro, Who's the GM for HPC and Mission Critical solutions, that Hewlett Packard Enterprise. And then we're gonna pivot Addison Snell, who is the CEO of research firm Intersect 3. 60. So, Pete, starting with you Welcome. And really a pleasure to have you here. I want to first start off by asking you what is the key trends that you see in the HPC and supercomputing space? And I really appreciate if you could talk about how customer consumption patterns are changing. >>Yeah, I appreciate that, David, and thanks for having me. You know, I think the biggest thing that we're seeing is just the massive growth of data. And as we get larger and larger data sets larger and larger models happen, and we're having more and more new ways to compute on that data. So new algorithms like A. I would be a great example of that. And as people are starting to see this, especially they're going through a digital transformations. You know, more and more people I believe can take advantage of HPC but maybe don't know how and don't know how to get started on DSO. They're looking for how to get going into this environment and many customers that are longtime HBC customers, you know, just consume it on their own data centers. They have that capability, but many don't and so they're looking at. How can I do this? Do I need to build up that capability myself? Do I go to the cloud? What about my data and where that resides. So there's a lot of things that are going into thinking through How do I start to take advantage of this new infrastructure? >>Excellent. I mean, we all know HPC workloads. You're talking about supporting research and discovery for some of the toughest and most complex problems, particularly those that affecting society. So I'm interested in your thoughts on how you see Green Lake helping in these endeavors specifically, >>Yeah, One of the most exciting things about HPC is just the impact that it has, you know, everywhere from, you know, building safer cars and airplanes. Thio looking at climate change, uh, to, you know, finding new vaccines for things like Covic that we're all dealing with right now. So one of the biggest things is how do we take advantage event and use that to, you know, benefit society overall. And as we think about implementing HPC, you know, how do we get started? And then how do we grow and scale as we get more and more capability? So that's the biggest things that we're seeing on that front. >>Yes. Okay, So just about a year ago, you guys launched the Green Lake Initiative and the whole, you know, complete focus on as a service. So I'm curious as to how the new Green Lake services the HPC services specifically as it relates to Greenlee. How do they fit in the H. P s overall high performance computing portfolio and the strategy? >>Yeah, great question. You know, Green Lake is a new consumption model for eso. It's a very exciting We keep our entire HPC portfolio that we have today, but extend it with Green Lake and offer customers you know, expanded consumption choices. So, you know, customers that potentially are dealing with the growth of their data or they're moving toe digital transformation applications they can use green light just easily scale up from workstations toe, you know, manage their system costs or operational costs, or or if they don't have staff to expand their environment. Green Light provides all of that in a manage infrastructure for them. So if they're going from like a pilot environment up into a production environment over time, Green Lake enables them to do that very simply and easily without having toe have all that internal infrastructure people, computer data centers, etcetera. Green Lake provides all that for them so they can have a turnkey solution for HBC. >>So a lot easier entry strategies. A key key word that you use. There was choice, though. So basically you're providing optionality. You're not necessarily forcing them into a particular model. Is that correct? >>Yeah, 100%. Dave. What we want to do is just expand the choices so customers can buy a new choir and use that technology to their advantage is whether they're large or small. Whether they're you know, a startup or Fortune 500 company, whether they have their own data centers or they wanna, you know, use a Coehlo facility whether they have their own staff or not, we want to just provide them the opportunity to take advantage of this leading edge resource. >>Very interesting, Pete. It really appreciate the perspective that you guys have bring into the market. I mean, it seems to me it's gonna really accelerate broader adoption of high performance computing, toe the masses, really giving them an easier entry point I want to bring in now. Addison Snell to the discussion. Addison. He's the CEO is, I said of Intersect 3 60 which, in my view, is the world's leading market research company focused on HPC. Addison, you've been following the space for a while. You're an expert. You've seen a lot of changes over the years. What do you see is the critical aspect in the market, specifically as it relates toward this as a service delivery that we were just discussing with Pete and I wonder if you could sort of work in their the benefits in terms of, in your view, how it's gonna affect HPC usage broadly. Yeah, Good morning, David. Thanks very much for having me, Pete. It's great to see you again. So we've been tracking ah lot of these utility computing models in high performance computing for years, particularly as most of the usage by revenue is actually by commercial endeavors. Using high performance computing for their R and D and engineering projects and the like. And cloud computing has been a major portion of that and has the highest growth rate in the market right now, where we're seeing this double digit growth that accounted for about $1.4 billion of the high performance computing industry last year. But the bigger trend on which makes Green like really interesting is that we saw an additional about a billion dollars worth of spending outside what was directly measured in the cloud portion of the market in in areas that we deemed to be cloud like, which were as a service types of contracts that were still utility computing. But they might be under a software as a service portion of the budget under software or some other managed services type of contract that the user wasn't reported directly is cloud, but it was certainly influenced by utility computing, and I think that's gonna be a really dominant portion of the market going forward. And when we look at growth rate and where the market's been evolving, so that's interesting. I mean, basically, you're saying this, you know, the utility model is not brand new. We've seen that for years. Cloud was obviously a catalyst that gave that a boost. What is new, you're saying is and I'll say it this way. I'd love to get your independent perspective on this is so The definition of cloud is expanding where it's you know, people always say it's not a place, it's an experience and I couldn't agree more. But I wonder if you could give us your independent perspective on that, both on the thoughts of what I just said. But also, how would you rate H. P. E s position in this market? Well, you're right, absolutely, that the definition of cloud is expanding, and that's a challenge when we run our surveys that we try to be pedantic in a sense and define exactly what we're talking about. And that's how we're able to measure both the direct usage of ah, typical public cloud, but also ah more flexible notion off as a service. Now you asked about H P E. In particular, And that's extremely relevant not only with Green Lake but with their broader presence in high performance computing. H P E is the number one provider of systems for high performance computing worldwide, and that's largely based on the breath of H. P s offerings, in addition to their performance in various segments. So picking up a lot of the commercial market with their HP apology and 10 plus, they hit a lot of big memory configurations with Superdome flex and scale up to some of the most powerful supercomputers in the world with the HP Cray X platforms that go into some of the leading national labs. Now, Green Light gives them an opportunity to offer this kind of flexibility to customers rather than committing all it wants to a particular purchase price. But if you want to do position those on a utility computing basis pay for them as a service without committing to ah, particular public cloud. I think that's an interesting role for Green Lake to play in the market. Yeah, it's interesting. I mean earlier this year, we celebrated Exa scale Day with support from HP, and it really is all about a community and an ecosystem is a lot of camaraderie going on in the space that you guys are deep into, Addison says. We could wrap. What should observers expect in this HPC market in this space over the next a few years? Yeah, that's a great question. What to expect because of 2020 has taught us anything. It's the hazards of forecasting where we think the market is going. When we put out a market forecast, we tend not to look at huge things like unexpected pandemics or wars. But it's relevant to the topic here because, as I said, we were already forecasting Cloud and as a service, models growing. Any time you get into uncertainty, where it becomes less easy to plan for where you want to be in two years, three years, five years, that model speaks well to things that are cloud or as a service to do very well, flexibly, and therefore, when we look at the market and plan out where we think it is in 2020 2021 anything that accelerates uncertainty actually is going. Thio increase the need for something like Green Lake or and as a service or cloud type of environment. So we're expecting those sorts of deployments to come in over and above where we were already previously expected them in 2020 2021. Because as a service deals well with uncertainty. And that's just the world we've been in recently. I think there's a great comments and in a really good framework. And we've seen this with the pandemic, the pace at which the technology industry in particular, of course, HP specifically have responded to support that your point about agility and flexibility being crucial. And I'll go back toe something earlier that Pete said around the data, the sooner we can get to the data to analyze things, whether it's compressing the time to a vaccine or pivoting our business is the better off we are. So I wanna thank Pete and Addison for your perspectives today. Really great stuff, guys. Thank you. >>Yeah, Thank you. >>Alright, keep it right there from, or great insights and content you're watching green leg day. Alright, Great discussion on HPC. Now we're gonna get into some of the new industry examples and some of the case studies and new platforms. Keith HP, Green Lake It's moving forward. That's clear. You're picking up momentum with customers, but can you give us some examples of platforms for industry use cases and some specifics around that? >>You know, you bet, and actually you'll hear more details from Arwa Qadoura she leads are green like the market efforts in just a little bit. But specifically, I want to highlight some examples where we provide cloud services to help solve some of the most demanding workloads on the planet. So, first off in financial services, for example, traditional banks are facing increased competition and evolving customer expectations they need to transform so that they can reduce risk, manage cop and provided differentiated customer experience. We'll talk about a platform for Splunk that does just that. Second, in health care institutions, they face the growing list of challenges, some due to the cove in 19 Pandemic and others. Years in the making, like our aging population and rise in chronic disease, is really driving up demands, and it's straining capital budgets. These global trance create a critical need for transformation. Thio improve that patient experience and their business outcomes. Another example is in manufacturing. They're facing many challenges in order to remain competitive, right, they need to be able to identify new revenue streams run more efficiently from an operation standpoint and scale. Their resource is so you'll hear more about how we're optimizing and delivery for manufacturing with S. A P Hana and always gonna highlight a little more detail on today's news how we're delivering supercomputing through HP Green Lake It's scale and finally, how we have a robust ecosystem of partners to help enterprises easily deploy these solutions. For example, I think today you're gonna be talking to Skip Bacon from Splunk. >>Yeah, absolutely. We sure are. And some really great examples there, especially a couple industries that that stood out. I mean, financial services and health care. They're ripe for transformation and maybe disruption if if they don't move fast enough. So Keith will be coming back to you a little later today to wrap things up. So So thank you. Now, now we're gonna take a look at how HP is partnering with Splunk and how Green Lake compliments, data rich workloads. Let's watch. We're not going to dig deeper into a data oriented workload. How HP Green Lake fits into this use case and with me, a Skip Bacon vice president, product management at Splunk Skip. Good to see >>you. Good to see you as well there. >>So let's talk a little bit about Splunk. I mean, you guys are a dominant player and security and analytics and you know, it's funny, Skip, I used to comment that during the big data, the rise of big data Splunk really never positioned themselves is this big data player, and you know all that hype. But But you became kind of the leader in big data without really, even, you know, promoting it. It just happened overnight, and you're really now rapidly moving toward a subscription model. You're making some strategic moves in the M and a front. Give us your perspective on what's happening at the company and why customers are so passionate about your software. >>Sure, a great, great set up, Dave. Thanks. So, yeah, let's start with the data that's underneath big data, right? I think I think it is usual. The industry sort of seasons on a term and never stops toe. Think about what it really means. Sure, one big part of big data is your transaction and stuff, right? The things that catch generated by all of your Oracle's USC Cheops that reflect how the business actually occurred. But a much bigger part is all of your digital artifacts, all of the machine generated data that tells you the whole story about what led up to the things that actually happened right within the systems within the interactions within those systems. That's where Splunk is focused. And I think what the market is the whole is really validating is that that machine generated data those digital artifacts are a tely least is important, if not more so, than the transactional artifacts to this whole digital transformation problem right there. Critical to showing I t. How to get better developing and deploying and operating software, how to get better securing these systems, and then how to take this real time view of what the business looks like as it's executing in the software right now. And hold that up to and inform the business and close that feedback loop, right? So what is it we want to do differently digitally in order to do different better on the transformation side of the house. So I think a lot of splints. General growth is proof of the value crop and the need here for sure, as we're seeing play out specifically in the domains of ICTs he operations Dev, ops, Cyber Security, right? As well as more broadly in that in that cloak closing the business loop Splunk spin on its hair and growing our footprint overall with our customers and across many new customers, we've been on its hair with moving parts of that footprints who and as a service offering and spawn cloud. But a lot of that overall growth is really fueled by just making it simpler. Quicker, faster, cheaper, easier toe operates Plunkett scale because the data is certainly not slowing down right. There's more and more and more of it every day, more late, their potential value locked up in it. So anything that we can do and that our partners conducive to improve the cost economics to prove the agility to improve the responsiveness of these systems is huge. That that customer value crop and that's where we get so excited about what's going on with green life >>Yeah, so that makes sense. I mean, the digital businesses, a data business. And that means putting data at the core. And Splunk is obviously you keep part of that. So, as I said earlier, spunk your leader in this space, what's the deal with your HP relationship? You touched on that? What should we know about your your partnership? And what's that solution with H h p E? What's that customer Sweet spot. >>Yep. Good. All good questions. So we've been working with HP for quite a while on on a number of different fronts. This Green lake peace is the most interesting and sort of the intersection of, you know, purist intersection of both of these threads of these factories, if you will. So we've been working to take our core data platform deployed on an enterprise operator for kubernetes. Stick that a top H P s green like which is really kubernetes is a service platform and go prove performance, scalability, agility, flexibility, cost economics, starting with some of slugs, biggest customers. And we've proven, you know, alot of those things In great measure, I think the opportunity you know, the ability to vertically scale Splunk in containers that taught beefy boxes and really streamline the automation, the orchestration, the operations, all of that yields what, in the words of one of our mutual customers, literally put it as This is a transformational platform for deploying and operating spot for us so hard at work on the engineering side, hard at work on the architectural referencing, sizing, you know, capacity planning sides, and then increasing really rolling up our sleeves and taking the stuff the market together. >>Yeah, I mean, we're seeing the just the idea of cloud. The definition of cloud expanding hybrid brings in on Prem. We talked about the edge and and I really We've seen Splunk rapidly transitioning its pricing model to a subscription, you know, platform, if you will. And of course, that's what Green Lakes all about. What makes Splunk a good fit for Green Lake and vice versa? What does it mean for customers? >>Sure, So a couple different parts, I think, make make this a perfect marriage. Splunk at its core, if you're using it well, you're using it in a very iterative discovery driven kind of follow you the path to value basis that makes it a little hard to plan the infrastructure and decides these things right. We really want customers to be focused on how to get more data in how to get more value out. And if you're doing it well, those things, they're going to go up and up and up over time. You don't wanna be constrained by size and capacity planning, procurement cycles for infrastructure. So the Green Lake model, you know, customers got already deployed systems already deployed, capacity available in and as the service basis, very fast, very agile. If they need a next traunch of capacity to bring in that next data set or run, that next set of analytics right it's available immediately is a service, not hey, we've got to kick off the procurement cycle for a whole bunch more hardware boxes. So that flexibility, that agility or key to the general pattern for using Splunk and again that ability to vertically scale stick multiple Splunk instances into containers and load more and more those up on these physical boxes right gives you great cost economics. You know, Splunk has a voracious appetite for data for doing analytics against that data less expensive, we can make that processing the better and the ability to really fully sweat, you know, sweat the assets fully utilize those assets. That kind of vertical scale is the other great element of the Green Lake solution. >>Yes. I mean, when you think about the value prop for for customers with Splunk and HP green, that gets a lot of what you would expect from what we used to talk about with the early days of cloud. Uh, that that flexibility, uh, it takes it away. A lot of the sort of mundane capacity planning you can shift. Resource is you talked about, you know, scale in a in a number of of use cases. So that's sort of another interesting angle, isn't it? >>Yeah. Faster. It's the classic text story. Faster, quicker, cheaper, easier, right? Just take in the whole whole new holy levels and hold the extremes with these technologies. >>What do you see? Is the differentiators with Splunk in HP, Maybe what's different from sort of the way we used to do things, but also sort of, you know, modern day competition. >>Yeah. Good. All good. All good questions. So I think the general attributes of splinter differentiated green Laker differentiated. I think when you put them together, you get this classic one plus one equals three story. So what? I hear from a lot of our target customers, big enterprises, big public sector customers. They can see the path to these benefits. They understand in theory how these different technologies would work together. But they're concerned about their own skills and abilities to go building. Run those and the rial beauty of Green Lake and Splunk is this. All comes sort of pre design, pre integrated right pre built HP is then they're providing these running containers as a service. So it's taking a lot of the skills and the concerns off the customers plate right, allowing them to fast board to, you know, cutting edge technology without any of the wrist. And then, most importantly, allowing customers to focus their very finite resource is their peoples their time, their money, their cycles on the things that are going to drive differentiated value back to the business. You know, let's face facts. Buying and provisioning Hardware is not a differentiating activity, running containers successfully, not differentiating running the core of Splunk. Not that differentiating. He can take all of those cycles and focus them instead on in the simple mechanics. How do we get more data in? Run more analytics on it and get more value out? Right then you're on the path to really delivering differentiated, you know, sustainable competitive basis type stuff back to the business, back to that digital transformation effort. So taking the skills out, taking the worries out, taking the concerns about new tech, out taking the procurement cycles, that improving scalability again quicker, faster, cheaper. Better for sure. >>It's kind of interesting when you when you look at the how the parlance has evolved from cloud and then you had Private Cloud. We talk a lot about hybrid, but I'm interested in your thoughts on why Splunk and HP Green Light green like now I mean, what's happening in the market that makes this the right place and in the right time, so to speak. >>Yeah, again, I put cloud right up there with big data is one of those really overloaded terms. Everything we keep keep redefining as we go if we define it. One way is as an experience instead of outcomes that customers looking for right, what does anyone of our mutual customers really want Well, they want capabilities that air quick to get up and running that air fast, to get the value that are aligned with how the price wise, with how they deliver value to the business and that they can quickly change right as the needs of the business and the operation shift. I think that's the outcome set that people are looking thio. Certainly the early days of cloud we thought were synonymous with public cloud. And hey, the way that you get those outcomes is you push things out. The public cloud providers, you know, what we saw is a lot of that motion in cases where there wasn't the best of alignment, right? You didn't get all those outcomes that you were hoping for. The cost savings weren't there or again. These big enterprises, these big organizations have a whole bunch of other work clothes that aren't necessarily public cloud amenable. But what they want is that same cloud experience. And this is where you see the evolution in the hybrid clouds and into private clouds. Yeah, any one of our customers is looking across the entirety of this landscape, things that are on Prem that they're probably gonna be on Prem forever. Things that they're moving into private cloud environments, things that they're moving into our growing or expanding or landing net new public cloud. They want those same outcomes, the same characteristics across all of that. That's a lot of Splunk value. Crop is a provider, right? Is we can go monitor and help you operate and developed and secure exactly all of that, no matter where it's located. Splunk on Green Lake is all about that stack, you know, working in that very cloud native way even where it made sense for customers to deploy and operate their own software. Even if this want, they're running over here themselves is hoping the modern, secure other work clothes that they put into their public cloud environments. >>Well, it Z another key proof point that we're seeing throughout the day here. Your software leader, you know, HP bring it together. It's ecosystem partners toe actually deliver tangible value. The customers skip. Great to hear your perspective today. Really appreciate you coming on the program. >>My pleasure. And thanks so much for having us take care. Stay well, >>Yeah, Cheers. You too. Okay, keep it right there. We're gonna go back to Keith now. Have him on a close out this segment of the program. You're watching HP Green Lake Day on the Cube. All right, We're So we're seeing some great examples of how Green Lake is supporting a lot of different industries. A lot of different workloads we just heard from Splunk really is part of the ecosystem. Really? A data heavy workload. And we're seeing the progress. HPC example Manufacturing. We talked about healthcare financial services, critical industries that are really driving towards the subscription model. So, Keith, thanks again for joining us. Is there anything else that we haven't hit that you feel are audience should should know about? >>Yeah, you bet. You know, we didn't cover some of the new capabilities that are really providing customers with the holistic experience to address their most demanding workloads with HP Green Lake. So first is our Green Lake managed security services. So this provides customers with an enterprise grade manage security solution that delivers lower costs and frees up a lot of their resource is the second is RHP advisory and Professional Services Group. So they help provide customers with tools and resource is to explore their needs for their digital transformation. Think about workshops and trials and proof of concepts and all of that implementation. Eso You get the strategy piece, you get the advisory piece, and then you get the implementation piece that's required to help them get started really quickly. And then third would be our H. P s moral software portfolio. So this provides customers with the ability to modernize their absent data unify, hybrid cloud and edge computing and operationalized artificial intelligence and machine learning and analytics. >>You know, I'm glad that you brought in the sort of machine intelligence piece in the machine learning because that's, ah, lot of times. That's the reason why people want to go to the cloud at the same time you bring in the security piece a lot of reasons why people want to keep things on Prem. And, of course, the use cases here. We're talking about it, really bringing that cloud experience that consumption model on Prem. I think it's critical critical for companies because they're expanding their notion of cloud computing really extending into hybrid and and the edge with that similar experience or substantially the same experience. So I think folks are gonna look at today's news as real progress. We're pushing you guys on some milestones and some proof points towards this vision is a critical juncture for organizations, especially those look, they're looking for comprehensive offerings to drive their digital transformations. Your thoughts keep >>Yeah, I know you. You know, we know as many as 70% of current and future APS and data are going to remain on Prem. They're gonna be in data centers, they're gonna be in Colo's, they're gonna be at the edge and, you know, really, for critical reasons. And so hybrid is key. As you mentioned, the number of times we wanna help customers transform their businesses and really drive business outcomes in this hybrid, multi cloud world with HP Green Lake and are targeted solutions. >>Excellent. Keith, Thanks again for coming on the program. Really appreciate your time. >>Always. Always. Thanks so much for having me and and take Take care of. Stay healthy, please. >>Alright. Keep it right there. Everybody, you're watching HP Green Lake day on the Cube

>>from around the globe. It's the Cube with digital coverage of workplace next made possible by Hewlett Packard Enterprise. >>Hello, everyone. We're here covering workplace next on the Cube For years, you know, we've talked about new ways to work, and it was great thought exercise. And then overnight the pandemic heightened the challenges of creating an effective work force. Most of the executives that we talked to in our survey say that productivity actually has improved since the work from Home Mandate was initiative. But, you know, we're talking not just about productivity, but the well being of our associates and managing the unknown. We're going to shift gears a little bit now. We've heard some interesting real world examples of how organizations are dealing with the rapid change in workplace, and we've heard about some lessons to take into the future. But now we're going to get more practical and look at some of the tools that are available to help you navigate. The changes that we've been discussing and with me to talk about these trends related to the future of work are are are Qadoura, who's the vice president of worldwide sales and go to market for Green Lake at HP Sadat Malik is the VP of I O t and Intelligent Edge at HP and Satish Yarra Valley is the global cloud and infrastructure practice Head at Whip Probe guys welcomes. Good to see you. Thanks for coming on. >>Thanks for having us. >>You're very welcome. Let me start with Sadat. You're coming from Austin, Texas here. So thank you. Stay crazy. As they say in Austin, for the uninitiated, maybe you could talk a little bit about h p E point. Next. It's a strategic component of H p. E. And maybe tell us a little bit about those services. >>Thank you so much for taking the time today. Appreciate everybody's participation here. So absolutely so point Next is HP Services on. This is the 23,000 strong organization globally spread out, and we have a very strong ecosystem of partners that be leveraged to deliver services to our customers. Um, our organization differentiates itself in the market by focusing on digital digital transformation journeys for our customers. For customers looking toe move to a different way off, engaging with its customers, transforming the way its employees work, figuring out a different way off producing the products that it sells to. His customers are changing the way it operationalize these things. For example, moving to the cloud going to a hybrid model, we help them achieve any of these four transformation outcomes. So point next job is toe point. What is next in this digital transformation journey and then partner with our customers to make that happen? So that's what we do. >>Thank you for that. I mean, obviously, you're gonna be seeing a lot of activity around workplace with shift from work from home, changes in the network changes in security. I mean the whole deal. What are some of your top takeaways that you can share with our audience? >>Yeah, they're >>so a lot has been happening in the workplace arena lately. So this is not new, right? This is not something that all of a sudden side happening when Kobe 19 hit, uh, the digital workplace was already transforming before over 19 happened. What over 19 has done is that it has massively accelerated the pace at which this change was happening. So, for example, right remote work was already there before over 19. But now everybody is working remotely so, in many ways, the solution that we have for remote work. They have been strained to appoint, never seen before. Networks that support these remote work environments have been pushed to their limits. Security was already there, right? So security was a critical piece off any off the thinking, any of the frameworks that we had. But now security is pivotal and central. Any discussion that we're having about the workplace environment data is being generated all across the all across the environment that we operated, right? So it's no longer being generated. One place being stored. Another. It's all over the place now. So what Kobe, 19 has done is that the transformation that was already underway in the digital workplace, it has taken that and accelerated it massive. The key take away for me is right that we have to make sure that when we're working with our customers, our clients, we don't just look at the technology aspect of things. We have to look at all the other aspect as well the people in the process aspect off this environment. It is critical that we don't assume that just because the technology is there to address these challenges that I just mentioned. Our people and our processes would be able to handle that as well. We need to bring everybody along. Everybody has different needs, and we need to be able to cater to those needs effectively. So that's my biggest take away. Make sure that the process and the people aspect of things was hand in glove with the technology that we were able to bring to bear here. >>Got it. Thank you. So, ah, let's go to San Francisco, bringing our war to the conversation. You're one of your areas of focus is is HP Green Lake. You guys were early on with the as a service model. Clearly, we've seen Mawr interest in cloud and cloud like models. I wonder if you could just start by sharing. What's Green Lake all about? Where does it fit into this whole workplace? Next, Uh, conversation that we're having? >>Yeah, absolutely. Um HP Green lake effectively is the cloud that comes to your data center to your Coehlo or to your edge, right? We saw with Public Cloud. The public cloud brought a ton of innovations, um, into the sort of hyper scale model. Now, with HP. What we've done is we've said, Look, customers need this level of innovation and this level of, you know, pay as you go economics the, you know, management layer the automation layer not just in a public cloud environment, but also in our customers data center or to the other potential edges or Coehlo scenarios. And what we've done is we've brought together Asada just mentioned the best of our point next services our software management layer as well as H. P. E s rich portfolio of hardware to come together to create that cloud experience. Um, of course, we can't do this without the rich ecosystem around us as well. And so everything from you know, some of our big S I partners like we bro, who also have the virtual desktop expertise or virtual desk that then come together to start helping us launch some of these new workloads supported cloud services such as D. D i eso for my perspective, v. D. I is the most important topic for a lot of our customers right now, especially in sectors like financial services, um, advanced engineering scenarios and health care where they need access to those, uh to their data centers in a very secure way and in a highly cost optimized way as well. >>Well, okay. Thank you. And then let's let's bring in, uh, petition talk a little bit about the ecosystem. I mean, we're pro. That's really kind of your wheelhouse. We've been talking a lot on the cube about moving from an industry of point products to platforms and now ecosystem innovation, Uh, are are mentioned VD I we saw that exploding eso teach. Maybe you could weigh in here and and share with us what you're seeing in the market and specifically around ecosystem. >>As we all know, the pandemic has redefined the way we collaborate to support this collaboration. We have set up huge campuses and office infrastructure In summary, our industry has centralized approach. Now, the very premise of the centralization bringing people together for work has changed. This evolving workspace dynamics have triggered the agency to reimagine the workspace strategy. CEO, CEO S and C H R ose are all coming together to redefine the business process and find new ways off engaging with customers and employees as organizations embrace work from home for the foreseeable future. Customer need to create secure by design workspaces for remote working environments. With the pro virtual disk platform, we can help create such seamless distal workspaces and enable customers to connect, collaborate and communicate with ease from anywhere securely. They're consistent user experience. Through this platform led approach, we are able to utter the market demands which are focused on business outcomes. >>Okay, and this is the specifics of this hard news that you're talking about Video on demand and Citrix coming together with your ecosystem. H p E were pro and again, the many partners that you work with is that correct? >>Well, actually, Dave, we see a strong playoff ecosystem partners coming together to achieve transformative business outcomes. As Arbor said earlier, HP and Wipro have long standing partnership, and today's announcement around HP Green Lake is an extension off this collaboration, where we provide leverage HP Green Leg Andre Pro, which elders platform to offer video as a service in a paper user model. Our aim is to enable customers fast track there. It is still works based transformation efforts by eliminating the need to support upfront capital investments and old provisioning costs while allowing customers to enjoy the benefit off compromise, control, security and compliance. Together, we have implemented our solution across various industry segments and deliver exceptional customer experiences by helping customer businesses in their workspace. Transformation journeys by defining their workspace strategy with an intelligent, platform led approach that enables responsiveness, scalability and resilience. It's known that Wipro is recognized as a global leader in the distal workspace and video I, with HP being a technology leader, enabling us with high level of program ability on integration capabilities. We see tremendous potential to jointly address the industry challenges as we move forward. >>Excellent. Uh, sad. I wanna come back to you. We talk a lot about the digital business, the mandate for digital business, especially with the pandemic. Let's talk about data. Earlier this year, HP announced the number of solutions that used data to help organizations work more productively safely. You know, the gamut talk about data and the importance of data and what you guys were doing there specifically, >>Yeah, that's a great question. So that is fundamental to everything that we're doing in the workplace arena, right? So from a technology perspective that provides us with the wherewithal to be able to make all the changes that we want to make happen for the people in the process side of things. So the journey that we've been on this past year is a very interesting one. Let me share with the audience a little bit of what's been going on on the ground with our customers. Um, what's what's been happening in the field? So when the when Kobe 19 hit right, a lot of our customers were subjected to these shutdown, which were very pervasive, and they had to stop their operations. In many cases, they had to send their employees home. So at that point, HB stepped in the point. Next organization stepped in and helped these customers set up remote work out options, which allowed them to keep their businesses going while they handle these shutdowns. Fast forward. Six months and the shutdown. We're starting to get lifted and our customers were coming back to us and saying to us that Hey, we would now like to get a least a portion off our workforce back to the normal place of work. But we're concerned that if we do that, it's gonna jeopardize their safety because off the infection concerned that were there. So what we did was that we built a cities or five solutions using various types of video analytics and data analysis analysis technologies that allowed these customers to make that move. So these five solutions, uh, let me walk, walk our customers and our clients and audience through those. The first two of these solutions are touchless entry and fever detection. So this is the access control off your premise, right? So to make sure that whoever is entering the building that's in a safe manner and any infection concerned, we stop it at the very get go once the employees inside the workplace, the next thing that we have is a set of two solutions. What one is social distance tracing and tracking, and the other one is workplace alerting. What these two solutions do is that they use video analytics and data technology is to figure out if there is a concern with employees adhering to the various guidelines that are in place on alerting the employees and the employers if there is any infringement happening which could risk overall environment. Finally, we realized right that irrespective off how much technology and process we put in place. Not everybody will be able to come into the normal place of work. So what we have done is that the first solution that we have is augmented reality and visual remote guidance. This solution uses a our technologies allow. People were on site to take advantage of the expertise that resides offsite to undertake complex task task, which could be as complex as overhauling a machine on ah factory floor using augmented reality where somebody off site who's an expert in that machine is helping somebody on site data has become central to a lot of the things that we do. But as I said, technology is one aspect of things. So ultimately the people process technology continuum has to come together to make these solutions real for our customers. >>Thank you, Arwa. We just have just about 30 seconds left and I wonder if you could close on. We're talking about cloud hybrid. Uh, everybody's talking about hybrid. We're talking about the hybrid workplace. What do you see for the for the future over the next 2345 years? >>Absolutely. And I think you're right, Dave. It is, ah, hybrid world. It's a multi cloud world. Ultimately, what our customers want is the choice and the flexibility to bring in the capabilities that drive the business outcomes that they need to support. And that has multiple dimensions, right? It's making sure that they are minimizing their egress costs, right. And many of our on Prem solutions do give them that flexibility. It is the paper use economics that we talked about. It is about our collective capability as an ecosystem to come together. You know, with Citrix and NVIDIA with R s I partner we pro and the rich heritage of HP es services as well as hardware to bring together these solutions that are fully managed on behalf of our customers so that they can focus their staff their i t capabilities on the products and services they need to deliver to their customers. >>Awesome. Guys, I wish we had more time. We got to go day volonte for the cube. Keep it right there. Lots of great more content coming your way. >>Yeah,

>>from around the globe. It's the Cube covering HP Discover Virtual experience brought to you by HP. >>Hi. Welcome back. I'm Stew Minimum, and this is the cube covers of HP Discover 2020. The virtual experience gonna be digging into Green Lake and help me with that. Happy to welcome to the program. First time guest Arwa Fedora. She is the vice president of worldwide sales for Green Lake with Hewlett Packard Enterprise are a thanks so much for joining us. >>Thanks for having me. All >>right. So as I teed up, you're relatively new in the role. So if you could just >>give us a little bit >>about your background, what brought you to HP And what your focus is there? >>Yeah, absolutely. Thanks for having me Weeks seven. So definitely new in the role, um, came from sort >>of ah, public cloud. Ah, >>cloud native ah, set of experiences through Microsoft. And previous to that it was Amarin where we focused on a lot of mobile application development. Ultimately, what brought me toe hp? To be honest is the fact that while cloud has brought a ton of innovation to, you know, many companies, many industries, many applications. I think I also see the opportunity that it's not just about public cloud, but it's about bringing cloud experience everywhere. And so, looking at the agility, the innovation, the speed, um, you know, some of the cost savings that the cloud has brought companies. Um, I believe that from a green Lake perspective, we now have an opportunity to modernize I t infrastructure and bring it to our customers in a way that they've never seen before. And so ultimately that that was what brought me >>to HP. >>All right, well, what excited me about having the discussion with you is you talked about some of the application modernization cloud native pieces that you've got history on, you know, my background infrastructure, but has an infrastructure person. We know the role of infrastructure really is to support those application. A term I've used for a number of years now is you want to modernize the platform and then you and modernize the applications on top of you know, what are you hearing from customers? You know, when I talk to developers, often it is, you know, hybrid model of how they're building things that is no longer a monolithic things are changing and moving everywhere. Data, of course, has huge import. Help us understand that role of the application and data when it comes to Green Lake. >>Yeah, and I think one of the great point that you know, whether it's research or our customers. What we ultimately know is 70% of absent data remain on premises today, right? Whether that's the data center, it's in co location or at the edge. Right? And that's where a good business reason that they have to remain in those data centers, right? We have things like, you know, late and see that we have to deal with. We have governance and security. We have data gravity. We have application dependencies, right? And so, being able to think >>about well, how do you solve that >>problem for the remaining 70% of applications? So if they can't move into >>the cloud well, how >>do we bring the cloud to them? Right. And that's exactly where Green Lake then, which is let's create that cloud like experience from everything, for you know, the obvious things that pay as you go the, um, sort of the self service be managed for you right, bringing that in to the customers, you know, Data center again. Coehlo The edge, I think, becomes a really powerful value prop and again, from my experience, right. Not every application is going to be a cloud native application that is being built newly for cloud only capabilities on. And there's still a lot of great applications that can still be built on Prem with cloud like experiences that are brought to you by Green Lake. >>Alright, so are you have the, you know, the sales title. And when I think about HP, HBs had a number of offering customers along that journey towards that cloud model that you're talking about. Ah, lot of them. You know, I think back, you know, go back Seven years ago, it was very much, you know, here is our stack and we have hybrid models and we're working with service providers. Green Lake is very much managed service, So help us understand a little bit, you know, from from the go to market standpoint, the sales standpoint, that mind shift of going from, you know, here's gear or here's the stack we're doing to really It is a managed services offering. So I would think it's it's a different It's if you will. It's a mindset. It's different, necessarily who you might be selling it >>absolutely. And I think if I had to think about what we're announcing at Discover right and how we're evolving Green Lake, it really starts to focus on launching new cloud services like containers, virtual machines, storage, compute right, sort of the core cloud offerings. But then also adding things like machine learning ops, you know, data protection for cloud and on Prem in networking services, right? And from a Green Lake perspective, I think if I had to think about the go to market, it's yes, managed services. But what does that mean, Right? That means new self service cloud experiences the Agree Lake Central, which has very detailed on sort of consumption and billing data to allow you to have that transparency. It also gives you self service capable abilities, right so that you can, you know, spin, spin up virtual machines or configure the services that you need or that you've purchased from us. Um and then also having the ability now to have new work load optimized, sort of T shirt size building blocks, right? So, being ableto very quick really find out from our customers, What is it that they need having sort of small, medium large capabilities again, thinking about those workloads that they're trying to support And then in under 14 days, being able to deliver the capability to their doors and have that spun up and ready to go? >>Yeah. One of the advantages, of course, is, you know, rather than thinking about okay, I've got all of these products. It's now more like a service catalog. I have a lot of different ways. Ah, and you've got things that like Oh, wait, you know, can that running there? You talked about the ML and the analytics. Of course, he's done a few acquisitions in this base to help enhance that light like map Are I know we've been talking a bit about, you know, Blue Data and, like, I'm curious from, you know, the touch points that you're having in customer. Is it shifting from you know, it's not necessarily, I think the person that buys the server, you know, cloud often was the line of business driving from the application down. So how does that alignment between the field and the customer shifting. And how do you expect Green Lake to kind of move that along even more? >>Yeah, that's right. It becomes a business sort of driven conversation, right? So what are the outcomes that our customers are driving for from a business transformation perspective? So if you think about what they're trying to do is they don't want to have to worry about delivering their own I t, which often is slow on, maybe contains supply chain risks. And then, of course, there's sort of the over provisioning risks that come with that as well. The way I see our role from a go to market perspective is we do have to engage, and we are engaging new audiences that we probably haven't been intimately sort of familiar with in the past. And that includes the line of business that includes also, you know, the architect internally within companies that are designing sort of best of breed architectures to deliver the technology infrastructures that will power their next generation of internal applications or even their own solutions to the market it includes. You know, if you're talking about ml ops, it includes talking to data scientists right and understanding. You know, what is that specific machine learning scenario that they are trying to, you know, train a model around? And how do we help deliver the best solution for them? Because we also know that putting that in how most of the time is too far away from your data or the edge, Um, from which you are collecting data from which again becomes super expensive. You have latency issues, and it's not a really great way to solve ml ops, right? We feel like we have a much better solution. And in talking to some of those audiences that are trying to solve those business challenges within our customer base, um, we are finding ourselves also talking to a lot of new audiences. And, you know, one audience that I'm intimately familiar with is obviously the developer audience, right. Developers don't want to worry about i t infrastructure. They don't want to have to walk over and tell someone that day. I need you to configure X y Z in order for me to start, you know, testing my code or my you know, sort of MPP. They want to know that it's all managed that it's quick time to value and that when they're ready to go, the infrastructure is there and ready to be deployed against the project that they're trying to execute. So those are really important audiences that I feel like we're starting to nurture, and we will have a lot more content and relevance for going forward with Green Lake. >>Yeah, a really important point there. I want also, you know, how do you kind of there's There's a big ecosystem around Green Lake. So, you know, give me a little bit about the you know, the differentiation of HP compared to some of the other hybrid solutions out there. And because I look, there's obviously hardware soft where solutions that HP has internally. But then you've also got, you know, VM ware, Nutanix, Red hat and others that are our partners, you know, how do you help customers sort through those? >>Yeah, absolutely. And I think it begins with delivering choice to our customers right. At the end of the day, we need to make sure that we're up optimizing for what our customers are looking to do. So there has to be an element of openness with HP Green Lake that we're pretty proud to deliver. So we have multiple I SD partnerships, partnerships. You mentioned some of them, you know, VM Ware and Nutanix. With respect to delivering some of our solutions, I think from a competitive advantage, you know, I go back to the fact that you know the 70% of absent data that are still sitting on Prem or, you know, in a polo and edges our competitive advantage comes from being able to bring a true cloud experience. Um, to those absent data where I would argue no one else can do this in a way that has, you know, speed from a time to value perspective, scalability, right. Being able to sort of go up and down a managed for you, a true pay per use model and billing at that level of granularity, um, and the self service right, allowing you to self provisioned and do some of those things once we've delivered the core capabilities for you. So from a competitive advantage, I feel like we cover off more of the cloud like experience does than anyone else that does in the market. And then we also have the partnerships and the ability to bring in some of those third party I SP solutions that work incredibly well on relate. >>Yeah. One of the challenges we've seen in the field is, you know, customers they do have Ah e I guess we know he always is added So, you know, you mentioned you know, their shifts. But customers Absolutely. They have their data centers. They're using often multiple public clouds out there. And they are. You know, we've talked a lot to be about the edge, so help us understand. You know, where green Lake fits and how the portfolio helps customers as they need to be able >>to >>manage and optimize what they're doing across all those disparate environment. >>Yeah, I think you're absolutely right. Customers. First of all, we're going to have a multi cloud and sort of a multimodal strategy, right? Some things they're going to put in the different public clouds and some things they're going to maintain on Prem or in a in a polo. And and then some things, of course, work better in an edge scenario. The great part about Green Lake is we solve the on Prem State problem in a really effective and cost effective and time to value perspective really, really well. But with Green Lake Central, we also give you the transparency to manage your public cloud footprint just as well. So we allow you to unify across that the different footprints that you want tohave. And we're also, you know, not proprietary when it comes to Green Lake Central, right? You can again, um, other pieces versus, you know, maybe some of the hyper scaler is that are trying to create more of a walled garden or a lock in scenario where, yes, you get transparency, but only as long as you're within their solution. >>Alright, So I understand there's about 1000 customers. We've passed 1000 customers Happy Green Lake, according to another interview that I did. So you've got sales, give us a little bit, you know, which we expect for kind of customer adoption. And what else do you expect us to be looking at from the Green Lake offerings? >>Yeah, absolutely. And I think from, you know, a customer Women term perspective. It has just been fantastic to be part of this journey, at least for me. For the past seven weeks, and to see our customers really embrace this new way of how we deliver I t. Infrastructure to them, I think, in a way that meet them where they are right as they're transforming. We're bringing that on Prem Cloud like experience to their doorstep without them having to feel the pressure of migrating everything, whether it makes sense or not into the cloud again in terms of what's coming new, Um, I would reiterate the fact that it is looking at all of the basic services like containers VM storage, Compute. It's also starting to optimize around specific workloads again, Teoh the point earlier about ML ops, Um, but from what's new and exciting, I get really excited about Hey, I don't want our customer spending time thinking about how to architect and how to design the right i t. Or infrastructure offering. I want to be able to do that for them in order to deliver that experience that they need. And again, what that helps our customers with is cost time to value and the ability to get a pre configured solution that is already optimized right. We don't want our customers spending all of their time having to configure an architect. I t infrastructure. We want them to worry about the business outcomes and then tell us what they need. And then we create those pre configured solutions on their behalf, given their input. So so again, it's a very cloud like way to deliver value to our customers. And I think it also frees up our customers to focus the resources on the real innovation that they need to drive at their business level versus focusing on things that, you know we're experts in. And we can bring to them in a much quicker and more value of >>way. Absolutely. Thank you so much. You actually what We've heard loud. And they need to be able to shift away from things that they don't have, differentiated, and then don't add value to the business and focus on this business. FN our congratulations on the new position and definitely look forward to watching the continued progress. Good buzz around Green Lake >>and test. Thank you. Still thanks for having me. >>Alright. Stay tuned for lots more coverage from HP. Discover the virtual experience. I'm Stew Minimum And thank you for watching the Cube. Yeah, yeah, yeah, yeah

>>from the Cube Studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a cube conversation. Hello, everyone, and welcome to this week's Cuban sites, powered by ET are in this breaking analysis, we want to accomplish three things. First thing I'll do is we'll recap the current spending outlook. Next, we want to share some of the priorities and sentiments and the outlook that we're hearing from leading tech execs that we've been interviewing in the past couple of weeks on the remote cube. And finally, we'll take a look at really what's going on in the market place, a little bit of a look forward and what we expect in the coming weeks and months ahead. Now, as you know, E. T. R was really the first to quantify with real survey data the impact of covert 19 on I t spend. So I just want to review that for a moment. This CTR graphic right here shows that results from more than 1200 CIOs and I T practitioners. That shows that they expect their I t spending how they're they're spending on the change in 2020 now, look at the gray bar shows a very large number of organizations that they're plowing ahead without any change. In overall, I spend about 35% now shown in the green bars before 21% of respondents are actually increase their budgets this year. And the red bars, of course, they show the carnage. Really, 28% of customers are expecting a decrease of more than 10% year on year. Now, as we've reported, the picture would look a lot worse were it not for the work from home infrastructure, offset by E spending on collaboration tools and related networking security. VPN, VD I interest infrastructure, etcetera. Now remember each year launched this survey on March 11th and ran it through early April. So it caught the change in sentiment literally in real time on a daily basis. And that's what I'm showing here in this graphic. What it does is it overlays key events that occurred during that time frame and what E. T. R did was they modeled and rear end the data excluding the responses prior to each event. So, of course, the forecast got progressively worse over time. But as you can see on the Purple Line. There was a little bit of an uptick in sentiment from the stimulus package, and it looked like, you know, there's another. It looks like there's another economic cash injection coming soon. Now, as we've reported, the card forecast calls for around 4% decline in I t spend from 2020. That's down from plus 4% prior to Corona virus. It's ER has now entered its self imposed quiet period for two weeks. But what we're doing here is showing some of the sectors that we're watching closely for big changes. We're gonna drill into these over the next several weeks. Now, of course, is we've reported we're seeing a substantial cut in I t spend across the board. Capex will be down. We would expect sectors like I t consulting and outsourcing to be way, way down as organizations put a lot of projects on the back burner. But there are bright spots is shown here in the green. One that we really haven't highlighted to date is cloud really haven't dug into that and also data center related services around Cloud Cloud, we think, is definitely going to remain strong and these related services to get connect clouds via Coehlo services and really reducing latency across clouds and on Prem, we think will remain strong. Now I want to shift gears a little bit and talk about some of the learnings and takeaways from our conversations with CSOs over the past couple of weeks. One of the great things about the Cube is we get to build relationships with many, many people. Over the past 10 years, I've probably personally interviewed close to 5000 people, so we've reached out to a number of those execs over the last couple of weeks to really try and understand how they're managing through this cove in 19 Crisis. So let me summarize just some of the things that we heard. And then I'll let the execs speak to you directly first, of course, like tech execs, are there half full people perpetual optimist, if you will. It was interesting to hear how many of the people that I spoke with, that they actually had early visibility on this crisis. Why? Because a lot of our operations, we're actually in China and other parts of Asia, so they saw this coming to an extent, and they saw it coming to the U. S. And so you know, there were somewhat ready and you're here. They all had on air of confidence about their long term viability and putting their put their employees ahead of profits. But the same time, once they see that their employees are okay, they want to get them focused and productive. Now what they've also done is they've increased the cadence and the frequency of their communications. Yeah, and most, if not all, are trying to get back with a free no strings attached software and other similar programs. But the bottom line is, they really don't know what's coming. They don't know when this thing will end. They don't know what a recovery really is gonna look like when people are going to feel safe traveling again what the overall economic impact is gonna be. So I think it's best summarized to say they're hoping for the best, but planning for the worst. But let's listen to this highlight clip that we put together of five execs that I talked to along with John Furrier Melissa DiDonato of Susa. Frank Sluman, who had snowflake and he's formerly the chairman and CEO of service. Now Jeremy Burton is the CEO of a company called Observe. He used to be the CMO of Dell and EMC. Before that, brand products Sanjay Poonam as the CEO of VM Ware and ST ST Vossen heads up Cisco's collaboration business. Roll the clip. >>What keeps me up at night now and how I wake up every morning is wondering about the health of my employees, that a couple of employees, one that was quite ill in Italy. We were phoning him and calling and emailing him from his hospital bed. And that's what's really keeping me going. What's inspiring me to leave this incredible company is the people and the culture that they built that I'm honoring and taking forward as part of the open source value system. My first movers, Let's not overreact. Take a deep breath. Let's really examine what we know. Let's not jump to conclusions. Let's not try to project things that were not capable of projecting death hard because, you know, we tend to have sort of levels off certainty about what's gonna happen in the next week in the next month, and so on. All of a sudden that's out of the window creates enormous anxiety with people. So, in other words, you've got a sort of a reset to Okay, what do we know? What can we do? What we control, Um, and and not let our minds sort of, you know, go out of control. So I talk to are people time of maintain a sense of normalcy focused on the work. Stay in the state in the moment. And ah, I don't turn the news feed off. Right, Because the hysteria you get through that through the media really not helpful. Just haven't been through, you know, a couple of recessions where, you know, we all went through 9 11 You know, the world just turn around and you come out the other side. And so the key thing is, you said it very much is a cliche, but you gotta live in the moment. What can I do right now? What can I affect right now? How can I make sure that you know what I'm working on is a value for when we come out the other side. And when you know more code balls come along. I think you'd better reason about that with the best information you have at the time. I always tell people the profits of VM Ware wheat. If you are not well, if your loved ones not well, if you take a picture of that first, we will be fine. You know this to show fast, but if you're healthy, let's turn our attention because we're not going to just sit in a little mini games. We're gonna so, customers, How do we do that? A lot of our customers are adjusting to this pool, and as a result they have to, you know, either order devices, but the laptop screens things were the kinds to allow work for your environment to be as close to productive as they're working today. I do see some, some things coming. Problem right? Do I expect the volumes off collaboration to go down? You know, it's never going to go back to the same level. The world as we know it is going to change forever. We are going to have a post code area, and that's going to be changed for the better. There's a number of employees who have been skeptical, reticent, working from home were suddenly going to say just work from home. Thing is not so bad after all. >>So you can hear from the execs who all either currently or one point of lead large companies in large teams. They're pretty optimistic now. The other thing that's Lukman told me, by the way, is he approves investments in engineering with no qualms because that's the future of the company. But he's much more circumspect with regard to go to market investments because he wants to see a high probability of yield from the sales teams before making investments there. I also want to share some perspectives that I've learned from small early stage companies, and we've all seen the Sequoia Black Swan memo and you might remember there onerous rest in peace, good times the alert that they put out in 2008. It basically they're essentially advising companies to stop spending on non essential items. By the way, another slew of society also somewhat scoffed at this advice, and he told me on the Cube, you should always stop spending money on non essential items. At any rate, I've talked to a number of early stage investors and portfolio companies, and I'll share a little bit of their play Bach playbook that they're using during this crisis, and it might have some value to the cut, cut cut narrative that you're hearing out there. I think the summary for these early stage startups is first focus on those customers that got you to where you are today. In other words, don't lose sight of your core. The second thing is, try to hone your go to market and align it with current conditions. In other words, paint a picture of the ideal customer and the value proposition that you deliver specifically in the context of the current market. The third thing is, they're updating their forecast more frequently and running sensitivity analysis much more often so that they can better predict outcomes. I e. Reset. You're likely best case and worst case models. The third is essentially reset your near term and midterm plans and those goals and re balance your expense portfolio to reflect these new targets. And this is important by the way, to communicate to your investors. When I've seen is those companies with annual recurring revenue there actually in pretty good shape, believe it or not, in almost all cases, I've seen targets lowered. But there are some examples of startups that are actually increasing their outlook. Think, Zoom, even those who is not a startup anymore. But generally I've seen resets of between 5 to 10% downward, which you know what often is in pretty much in line with the board level goals. And I've seen more drastic reductions as well of up to 50% now. So we've heard some pretty good stories from larger tech companies and some of these VC funded startups. Now I want to talk about small business broadly and what we're hearing from small business owners and also the banks that serve them. Look, I'm not going to sugar coat this many small businesses, as you well know, in deep trouble. They're gonna go out of business. They're laying off people on. There are a number of unemployed the aid package that the government's putting forth the small businesses. It's not working its way through the banking system. Not nearly fast enough, despite the Treasury secretaries efforts, The bottom line is banks don't want to make these loans to small businesses. Right now, there's too much that they don't understand. They're making no money on these loans they're being overwhelmed with. Volume will give you some examples. Bank of America, when the small business payroll program first hit signal that would Onley help companies with both ah banking relationship and an existing lending relationship with the bank UPS is another example said it was only gonna directly help companies with over 500 employees. And for small businesses, it was outsourcing that relationship to another firm, which, of course, meant you had to go through a new rectal exam, if you will, with that new firm. In a way, you can't blame the banks. They're being asked to execute on these programs without clear guidance on how they're supposed to enforce guidelines. And what happens if they make a mistake? Is the federal government gonna pull their guaranteed backing? What are those guidelines? They seem to be changing all the time. And what's the banks, liability and authority to enforce them? Why don't I spend time talking about this? Well, nearly half of US employees work for small businesses, and nearly 17 million workers as of this date have filed for unemployment, and I'll say the banks got bailed out in the financial crisis of 2008 and they need to step up, period, and the government needs to help them, all right. The other buzz kill data that I want to bring up is our national debt. Now many have invoked that there's no such thing as a free lunch, including the famous Milton Friedman, the Economist who I'm gonna credit. Others have said it, but I'll give it to him. Why? Because he espoused controlling the money supply and letting the market's fix themselves bailouts. The banks, airlines, Boeing, automakers, etcetera, those air antithetical to his underlying philosophy. Currently, the U. S national debt is $24 trillion. That's $194,000. Protects player Americans. Personal debt is now 20 trillion. Our unfunded liabilities, like Social Security, Medicare, etcetera now stands at a whopping 139 trillion. And that equates to about 422,000 per citizen. Think about this. The average liquid savings for US family is 15 K, and the U. S debt is now 111% of GDP. So we've been applying Kenzie and Economics for a while now. I'm gonna say it seems to have been working. Think about the predictions of inflation after the 8 4000 and nine crisis. They proved to be wrong. But my concern is I don't see how we grow our way out of this debt, and I worry about that. I've worried about this for a long time, but look, we're knee deep into it and it looks like there's no turning back so well, I'll try to keep my rhetoric to a minimum and stay positive here because I think there is light at the end of the tunnel. We're starting to see some some good opportunities emerging here just in terms of flattening the curve and the like. One of the things that pretty positive about is there gonna be some permanent changes from Cove it. It's kind of ironic that this thing hit as we're entering a new decade decade and as I said before, I expect digital transformations to be accelerated because of this crisis and the many companies that have talked digital from the corner office. But I haven't necessarily really walked the walk, I think will now I think is going to be more cloud more subscription less wasted labor, more automation, more work from home unless big physical events, at least in the next couple of years. So that's kind of the new expectation. As always, we're going to continue to report from our studios in Palo Alto and Boston, and we really welcome and appreciate your feedback. Remember, these segments are all available as podcasts, and we're publishing regularly on silicon angle dot com and on wiki bond dot com. Check out ctr dot plus for all the spending action, and you can feel free to comment on my LinkedIn post or DME at development or email me at David Volante Wiki. Sorry, David Vellante is silicon angle dot com. This is Dave Volante for the Cube Insights powered by CTR. Thanks for watching everyone. We'll see you next time. >>Yeah, yeah, yeah, yeah.