>>the Cube presents H p E discover 2022. Brought to you by H P E. >>Okay, we're back at HPD. Discovered 2022 This is Day Three. We're kind of in the mid point of day three. John Furry and Dave Volonte Wall to wall coverage. I think there are 14th hp slash hp Discover we've sort of documented the history of the company over the last decade. Plus, I'm not a is here is executive vice president at Infosys and Cejudo. Sankaran Kutty is the CEO and vice president of Infosys. Infosys doing some amazing work in the field with clients. Guys, Thanks for coming on the Cube. Thank >>you for the opportunity. >>Yeah, absolutely so. Digital transformation. It's all the buzz word kind of pre pandemic. It was sort of Yeah, you know, we'll get there a lot of lip service to it. Some Some started the journey and then, of course, pandemic. If you weren't digital business, you are out of business. What are the trends that you're seeing now that we're exiting the isolation economy? >>Yeah, um, again, as you rightly called out pre pandemic, it was all about using sort of you know innovation at scale as one of the levers for digital transformation. But if you look at now, post Pandemic, one of the things that we see it's a big trend is at a broad level, right? Digital transformation is not about cost. Take out. Uh, it's all about growth, right? So essentially, uh, like, uh, what we hear from most of the CEO s and most of the customers and most of the executives in the tech company, Digital transformation should be used for business growth. And essentially, it means three things that we see three trends in that space. One is how can you build better products and solutions as part of your transformation strategy? How can you basically use digital transformation to expand into new markets and new new territories and new regions? And the third is, how can you better the experience for your customers? Right. So I think that is broadly what we see as, uh, some other things. And essentially, if you have better customer experience, they will buy more. If you expand into new markets, your revenue will increase. If you actually build better products and solutions, consumers will buy it right, so It's basically like a sort of an economy that goes hand in hand. So I would say the trend is clearly going towards business growth than anything else when it comes to the, >>you know, follow up on that. We had I d. C on yesterday and they were sharing with some of their high level numbers. We've looked at this and and and it seems like I t spending is pretty consistent despite the fact that, for example, you know, the to see the consumer businesses sort of tanking right now. Are you seeing any pullback or any evidence that people are pulling the reins back on the digital transformation Or they just going because if they don't keep keep moving fast, they're gonna fall behind. What are you seeing there? Absolutely. >>In fact, you know what? What we call them as the secular headwinds, right? I mean, if you look at the headwinds here, we see digital transformation is in the minds of everybody, every customer, right. So while there are budget constraints, where are all these macro tailwinds as we call with respect to inflation, with respect to what's happening with Russia and Ukraine with respect to everything that's happening with respect to supply chain right. I think we see some of those tail headwinds. But essentially, digital transformation is not stopping. Everybody is going after that because essentially they want to be relevant in the market. And if they want to be relevant in the market, they have to transform. And if they have to transform, they have to adopt digital transformation. >>Basically, there's no hiding anymore. You know, hiding and you can't hide the projects and give lip service because there's evidence of what the consequences are. And it can be quantified. Yes, you go out of business, you lose money. You mentioned some of the the cost takeouts growth is yes. So I got given the trends and the headwinds and the tail winds. What are you guys seeing as the pattern of companies that came out of the pandemic with growth? And what's going on with that growth driver? What are the elements that are powering companies to grow? Is that machine learning? Is that cloud scales and integration? What are some of the key areas that's given that extra up into the right? >>Yes, I I would say there are six technologies that are defining how growth is being enabled, right? So I think we call it as cloud ai edge five g, Iot and of course, everything to do with a And so these are six technologies that are powering digital transformation. And, uh, one of the things that we are saying is more and more customers are now coming and saying that we want to use these six technologies to drive business outcomes. Uh, for example, uh, we have a very large oil and gas customer of ours who says that, you know, we want to basically use cloud as a lever to Dr Decarbonization. E S G is such a big initiative for everybody in the SGS in the minds of everybody. So their outcome of using technology is to drive decarbonization. And they don't make sure that, you know, they achieve the goals of E. S G. Right There is another customer of ours in the retail space. They are saying we want to use cloud to drive experience for our employees. So I would say that you know, there is pretty much, you know, all these drivers which are helping not just growing their business, but also bettering the experience and meeting some of the organisation goals that they have set up with respect to cloud. So I would say Cloud is playing a big role in every digital transformation initiative of the company. >>How do you spend your time? What's the role of the CEO inside of a large organisation like Infosys? >>So, um, one is in terms of bringing in an outside in view of how technology is making an impact to our customers. And I'm looking at How do we actually start liberating some of these technologies in building solutions, you know, which can actually drive value for our customers? That's one of the focus areas. You know what I do? Um, And if you look at some of the trends, you know what we have seen in the past years as well as what we're seeing now? Uh, there's been a huge spend around cloud which is happening with our customers and predominantly around the cloud Native application development, leveraging some of the services. What's available from the cloud providers like eh? I am l in Hyoty. Um, and and there's also a new trend. You know what we are seeing off late now, which is, um, in terms of improving the experience overall experience liberating some of the technologies, like technologies like block, block, chain as well as we are, we are right, and and this is actually creating new set of solutions. Um, new demands, you know, for our customers in terms of leveraging technologies like matadors leveraging technologies like factory photo. Um, and these are all opportunities for us to build solutions, you know, which can, you know, improve the time to market for our customers in terms of adopting some of these things. Because there has been a huge focus on the improved end user experience or improve experience improved, uh, productivity of, uh, employees, you know, which is which has been a focus. Uh, post pandemic. Right? You know, it has been something which is happening pre pandemic, but it's been accelerated Post pandemic. So this is giving an opportunity for for my role right now in terms of liberating these technologies, building solutions, building value propositions, taking it to our customers, working with partners and then trying to see how we can have this tightly integrated with partners like HP E in this case, and then take it jointly to the market and and find out you know, what's what's the best we can actually give back to our customers? >>You know, you guys have been we've been following you guys for for a long, long time. You've seen many cycles, uh, in the industry. Um, and what's interesting to get your reaction to what we're seeing? A lot of acceleration points, whether it's cloud needed applications. But one is the software business is no longer there. It's open source now, but cloud scale integrations, new hybrid environment kind of brings and changes the game, so there's definitely software plentiful. You guys are doing a lot of stuff with the software. How are customers integrated? Because seeing more and more customers participating in the open source community uh, so what? Red hat's done. They're transforming the open shift. So as cloud native applications come in and get scale and open source software, cloud scale performance and integrations are big. You guys agree with that? >>Absolutely. Absolutely. So if you if you look at it, um, right from the way we can't socialise those solutions, um, open source is something What we have embedded big way right into the solution. Footprint. What we have one is, uh, the ability for us to scale the second is the ability for us to bring in a level of portability, right? And the third is, uh, ensuring that there is absolutely no locking into something. What we're building. We're seeing this this being resonated by our customers to because one is they want to build a child and scalable applications. Uh, it's something where the whole, I would say, the whole dependency on the large software stacks. Uh, you know, the large software providers is likely diminishing now, right? Uh, it's all about how can I simplify my application portfolio Liberating some of the open source technologies. Um, how can I deploy them on a multi cloud world liberating open standards so that I'm not locked into any of these providers? Um, how can I build cloud native applications, which can actually enable portability? And how can I work with providers who doesn't have a lock in, you know, into their solutions, >>And security is gonna be embedded in everything. Absolutely. >>So security is, uh, emperor, right from, uh, design phase. Right? You know, we call it a secure by design And that's something What? We drive for our customers right from our solutions as well as for developing their own solutions >>as opposed to secure by bolt on after the fact. What is the cobalt go to market strategy? How does that affect or how you do business within the HP ecosystem? Absolutely. >>I think you know what we did in, uh, in 2000 and 20. We were the first ones, uh, to come out with an integrated cloud brand called Cobalt. So essentially, our thought process was to make sure that, you know, we talk one consistent language with the customer. There is a consistent narrative. There is a consistent value proposition that we take right. So, essentially, if you look at the Cobalt gold market, it is based on three pillars. The first pillar is all about technology solutions. Getting out of data centres migrating were close to cloud E r. P on Cloud Cloud, Native Development, legacy modernisation. So we'll continue to do that because that's the most important pillar. And that's where our bread and butter businesses right. The second pillar is, uh, more and more customers are asking industry cloud. So what are you specifically doing for my industry. So, for example, if you look at banking, uh, they would say we are focused on Modernising our payment systems. We want to reduce the financial risk that we have because of anti money laundering and those kind of solutions that they're expecting. They want to better the security portion. And of course, they want to improve the experience, right? So they are asking for each of these imperatives that we have in banking. What are some of those specific industry solutions that you are bringing to the table? Right. So that's the second pillar of our global go to market. And the third pillar of our go to market as soon as I was saying is looking at what we call us Horizon three offerings, whether it is metal wars, whether it is 13.0, whether it is looking at something else that will come in the future. And how do we build those solutions which can become mainstream the next 18 to 24 months? So that's essentially the global >>market. That's interesting. Okay, so take the banking example where you've got a core app, it's probably on Prem, and it's not gonna have somebody shoved into the cloud necessarily. But they have to do things like anti money, money laundering and know your ky. See? How are they handling that? Are they building micro services? Are you building for them microservices layers around that that actually might be in the cloud or cloud Native on Prem and Greenway. How is that? How are customers Modernising? >>Absolutely brilliant question. In fact, what we have done is, uh, as part of cobalt, we have something called a reference. Architecture are basically a blueprint. So if you go to a bank and you're engaging a banking executive, uh, the language that we speak with them is not about, uh, private cloud or public cloud or AWS or HP or zero, right? I mean, we talk the language that they understand, which is the banking language. So we take this reference architecture, and we say here is what your core architecture should look like. And, as you rightly called out, there is K. I see there is retail banking. There is anti money laundering. There is security experience. Uh, there are some kpi s and those kind of things banking a PSR open banking as we call, How do we actually bring our solutions, which we have built on open source and something that are specific to cloud and something that our cloud neutral and that's what we take them. So we built this array of solutions around each of those reference architectures that we take to our customers. >>Final question for you guys. How are you guys leveraging the H, P E and new Green Lake and all the new stuff they got here to accelerate the customers journey to edge the cloud? >>So I would say it on three areas right now. This is one is Obviously we are working very closely with HP in terms of taking out solutions jointly to the market and, um, leveraging the whole green late model and providing what I call it as a hyper scale of like experience for our customers in a hybrid, multi cloud world. That's the first thing. The second thing is Onion talked about the cobalt, right? It's an important, I would say, an offering from, uh, you know and offering around cloud from our side. So what we've done is we've closely integrated the assets. You know what I was referring to what we have in our cobalt, uh, under other Kobold umbrella very closely with the HP ecosystem, right? You know, it can be tools like the Emphasis Polly Cloud Platform or the Emphasis pollinate platform very tightly integrated with the HP stack, so that we could actually offer the value proposition right across the value chain. The thought of you know we have actually taken the industry period, like what again mentioned right in terms of rather than talking about a public cloud or a private cloud solution or an edge computing solution. We actually talk about what exactly are the problem statements? What is there in manufacturing today? Or it's there in financial industries today? Or or it's in a bank today or whatever it's relevant to the industry. That's an industry people. So we talk right from an industry problem and and and and and and build that industry, industry people solutions, leveraging the assets, what we have in the and the framework that we have within the couple, plus the integrated solutions. What we bring along with HB. That's that's Those are the three things, what we do along with >>it and that that industry pieces do. There's a whole data layer emerging those industries learning cos they're building their own clouds. Look, working with companies like you because they want to monetise. That's a big part of their digital strategy, guys. Thanks so much for coming on the cue. Thank you. Appreciate your time. Thank >>you. Thank you very much. Really appreciate. >>Thank you. Thank you for watching John and I will be back. John Ferrier, Development at HPD Discovered 2022. You're watching the queue? >>Yeah. >>Mm.

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

>>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

>>we're back, we're assessing the as a service space. H. P. S. Green Lake announcements, my name is Dave balanta, you're watching the cube die on Hinchcliffe is here along with Holger muller, these are the constellation kids, extraordinary analysts guys. Great to see you again. I mean it super experienced. You guys, you deal with practitioners, you deal your technologist, you've been following this business for a long time. Diane, We spoke to Holger earlier, I want to start with you uh when you look at this whole trend to as a service, you see a lot of traditional enterprise companies, hard traditionally hardware companies making that move for for a lot of obvious reasons are they sort of replicating in your view, a market that you know well and sas what's your take on how they're doing generally that trend and how HP is >>operating well. Hp has had a unique heritage. They're coming at the whole cloud story and you know the Hyper Scaler story from a different angle than a lot of their competitors and that's mostly a good thing because most of the world is not yet on the cloud, They actually came from H. P. S original world, their line of servers and networks and so on. Um and and so they bring a lot of credibility saying we really understand the world you live in now but we want to take you to that that as a service future. Uh and and you know, since we understand you so well and we also understand where this is going and we can adapt that to that world. Have a very compelling story and I think that with green like you know, was first started about four years ago, it was off to the side uh you know, with all the other offerings now it's it's really grown up, it's matured a lot and I think you know, as we talked about the announcements, we'll see that a lot of key pieces have fallen into place to make it a very compelling hybrid cloud option for the enterprise. >>Let's talk about the announcement. Was there anything in particular that stood out the move to data management? I think it's pretty interesting is a tam expansion strategy. What's your take on the >>announcement? Well, the you know, the unified analytics uh story I think is really important now. That's the technology piece where they say, they say we can give you a data fabric, you can access your data outside of its silos. It doesn't address a lot of the process and cultural issues around data ownership inside the enterprise, but it's you know, having in the actual platform and as you articulating it as a platform, that's one of the things that was also evident, they were getting better and better at saying this is a hybrid cloud platform and it has all the pieces that you would expect, especially the things like being able to bring your data from wherever it is to wherever people needed to be. Uh you know, that's the Holy Grail, so really glad to see that component in particular. I also like the cloud adoption framework saying we understand how to take you from this parochial world of servers that you have and do a cloud date of hybrid world and then maybe eventually get you get you to a public cloud. We understand all the steps and all the components uh I think that's uh you know, I have a study that fully in depth but it seems to have all the moving parts >>chime in anything stand out to, you >>know, I think it's great announcements and the most important things H. P. S and transformation and when you and transformation people realize who you've been, the old and they're here. Maybe the mass of the new but an experienced technology but I will not right away saying oh it's gonna happen right. It's going to happen like this is gonna be done, it's ready, it's materials ready to use and so on. So this is going to give more data points, more proof points, more capabilities that HB is moving away from whatever they were before. That's not even say that to a software services as a service as you mentioned provider. It's >>been challenging, you look at the course of history for companies that try to go from being a hardware company to a software company, uh HP itself, you know, sort of gave up on that IBM you could say, you know semi succeeded but they've they've struggled what's different >>That will spend 30 billion, >>30 >>four. Exactly. So and of course Cisco is making that transition. I mean every traditional large companies in that transition. What about today? Well, first of all, what do you think about HP es, prospects of doing so? And are there things today in the business that make that, you know more faster, whether it's containers or the cloud itself or just the scale of the internet? >>I mean it's fascinating topic, right? And I think many of the traditional players in the space failed because they wanted to mimic the cloud players and they simply couldn't muster up the Capex, which you need to build up public cloud. Right? Because if you think of the public cloud players then didn't put it up for the cloud offering, they put it up because they need themselves right, amazon is an online retailer google as a search and advertising giant Microsoft is organic load from from from office, which they had to bring to the cloud. So it was easier for them to do that. So no wonder they failed. The good news is they haven't lost much of their organic load. Hp customers are still HP customer service, celebrity security in their own premises and now they're bringing the qualities of the cloud as a service, the pay as you go capabilities to the on premise stack, which helps night leader to reduce complexity and go to what everybody in the post pandemic world wants to get to, which is I only pay for what I use and that's super crucial because business goes up and down. We're riding all the waves in a much, much faster way than ever before. Right before we had seven year cycles, it was kind of like cozy almost now we're down to seven weeks, sometimes seven days, sometimes seven hour cycles. And I don't want to pay for it infrastructure, which was great for how my business was two years ago. I want to pay for it as I use it now as a pivot now and I'm going to use >>Diane. How much of this? Thank you for that whole girl. How much of this is what customers want and need versus sort of survival tactics on the vendors >>part. So I think that there, if you look at where customers want to go, they know they have to go cloud, they had to go as a service. Um, and that they need to make multiple steps to get there. And for the most part, I see green light is being a, a highly credible market response to say, you know, we understand IT better, we helped build you guys up over the last 30 years. We can take you the rest of the way, here's all the evidence and the proof points, which I think a lot of the announcements provide uh, and they're very good on cloud native, but the area where the story, um, you may not be the fullest strength it needs to be is around things like multi cloud. So when I talked to almost any large organization C I O. They have all the clouds need to know, how do I make all this fit together? How do I reconcile that? So for the most part, I think it's closely aligned with actual customer requirements and customer needs. I think these have additional steps to go >>is that, do you feel like that's a a priority? In other words, they got to kind of take a linear path. They got to solve the problem for their core customer base or is it, do you feel like that's not even necessarily an aspiration? And it seems like customers, I want them to go. There is what I'm >>inferring that you're, so I do. Well let's go back to the announcement specifically. So there's there are two great operational announcements, one around the cloud physics and the other one around info site. It gives a wealth of data, you know, full stack about how things are operating, where the needs are, how you might be able to get more efficiencies, how you can shut down silicon, you're not using a lot of really great information, but all that has to live with a whole bunch of other consoles and everybody is really craving the single piece of glass. That's what they want is they want to reduce complexity as holder was saying and say, I want to be able to get my arms around my data center and all of my cloud assets. But I don't want to have to check each cloud. I want it in one place. So uh, but it's great to see those announcements position them for that next step. They have these essential components that are that look, you know, uh, they look best to breed in terms of their capabilities are certainly very modern now. They have to get the rest of that story. >>Hope you were mentioning Capex. I added it up I think last year the big four include Alibaba, spent 100 billion on the Capex and generally the traditional on prem players have been defensive around cloud. Not everything is moving to the cloud, we all know that. But I, I see that as a gift in a way that the companies like HP can build on top of into Diane's point that, you know, extend cross clouds out to the edge, which is, you know, a trillion dollar opportunity, which is just just massive. What are your thoughts on HBs opportunities there and chances of maybe breaking away from the pack >>I think definitely well there's no matter pack left, like there's only 23, it's a triumvirate of maybe it's a good thing from a marketing standpoint. There's not a long list of people who give me hardware in my data center. But I think it increases their chances, right? Like I said, it's a transformation, there's more credibility, there's more data point, there's more usage. I can put more workloads on this. And I see, I also will pay attention to that and look at that for the transformation. No question. >>Yeah. And speaking of C. I. O. S. What are you hearing these days? What's their reaction to this whole trend toward as a service? Do they, do they welcome it? Do they feel like okay it's a wait and see. Uh I need more proof points. What's the sentiment? >>Well, you have to divide the Ceo market basically two large groups. One is the the ones that are highly mature. They tend to be in larger organizations are very sophisticated consumers of everything. They see the writing on the wall and that for most things certainly not everything as a service makes the most sense for all the reasons we know, agility and and and speed, you know, time to value scalability, elasticity, all those great things. Uh And then you have the the other side of the market which they really crave control. They have highly parochial worlds that they've built up um that are hard to move to the cloud because they're so complex and intertwined because they haven't had that high maturity. They have a lot of spaghetti architecture. They're not really ready to move the cloud very quickly. So the the second audience though is the largest one and it's uh you know, the hyper scales are probably getting a lot of the first ones. Um, but the bigger markets, really the second one where the folks that need a lot of help and they have a lot of legacy hardware and software that they need to move and that H P. E understands very well. And so I think from that standpoint they're well positioned to take advantage of an untapped market are relatively untapped market in comparison. Hey, >>in our business we all get pulled in different directions because it would get to eat. But what are some of the cool things you guys are working on in your research that you might want people to know about? >>Uh, I just did a market overview for enterprise application platforms. I'm a strong believer that you should not build all your enterprise software yourself, but you can't use everything that you get from your typical SAs provider. So it's focusing on the extent integration and build capabilities. Bill is very, very important to create the differentiation in the marketplace and all the known sauce players basically for their past. Right? My final example is always to speak in cartoons, right? The peanuts, right? There's Linus of this comfort blanket. Right? The past capability of the SARS player is the comfort blanket, right? You don't fit 100% there or you want to build something strategic or we'll never get to that micro vertical. We have a great enterprise application, interesting topic. >>Especially when you see what's happening with Salesforce and Service now trying to be the platform platforms. I have to check that out. How about >>Diane? Well and last year I had a survey conducted a survey with the top 100 C IOS and at least in my view about what they're gonna do to get through this year. And so I'm redoing that again to say, you know, what are they gonna do in 2022? Because there's so many changes in the world and so, you know, last year digital transformation, automation cybersecurity, we're at the top of the list and it'll be very interesting. Cloud was there too in the top five. So we're gonna see what, how it's all going to change because next year is the year of hybrid work where we're all we have to figure out how half of our businesses are in the office and half are at home and how we're gonna connect those together and what tools we're gonna make, that everybody's trying to figure >>out how to get hybrid. Right, so definitely want to check out that research guys. Thanks so much for coming to the cubes. Great to see you. >>Thanks. Thanks Dave >>Welcome. Okay and thank you for watching everybody keep it right there for more great content from H. P. S. Green Lake announcement. You're watching the cube. Mm this wasn't

>>Welcome back to HPD discovered 2021. The virtual edition. My name is Dave a lot and you're watching the cube. We're here with Omar assad is the vice president, GM of H P S H C I and primary storage and data management business. And Sandeep Singh was the vice president of marketing for HP storage division. Welcome gents. Great to see you. >>Great to be here. Dave, >>it's a pleasure to be here today. >>Hey, so uh, last month you guys, you made a big announcement and and now you're, you know, shining the spotlight on that here at discover Cindy. Maybe you can give us a quick recap, what do we need to know? >>Yeah, Dave. We announced that we're expanding HB Green Lake by transforming HB storage to a cloud native software defined data services business. We unveiled a new vision for data that accelerates data dream of transformation for our customers. Uh and it introduced a and we introduced the data services platform that consists of two game changing innovations are first announcement was data services cloud console. It's a SAS based console that delivers the cut operational agility and it's designed to unify data operations through a suite of cloud data services. Our second announcement is H P E electra. It's cloud native data infrastructure to power your data edge to cloud. And it's managed natively with data services cloud console to bring that cloud operational model to our customers wherever their data lives. Together with the data services >>platform. >>Hp Green Green Lake brings that cloud experience to our customers data across edge and on premises environment and lays the foundation for our customers to shift from managing storage to managing data. >>Well, I think it lays the foundation for the next decade. You know, when we entered this past decade, we we we we keep we use terms like software led that that sort of morphed into. So the software defined data center containers with kubernetes, let's zoom out for a minute. If we can homer, maybe you could describe the problems that you're trying to address with this announcement. >>Thanks dave. It's always a pleasure talking to you on these topics. So in my role as general manager for primary storage, I speak with the hundreds of customers across the board and I consistently hear that data is at the heart of what our customers are doing and they're looking for a data driven transformative approach to their business. But as they engage on these things, there are two challenges that they consistently faced. The first one is that managing storage at scale Is rife with complexity. So while storage has gotten faster in the last 20 years, managing a single array or maybe two or three arrays has gotten simpler over time. But managing storage at scale when you deploy fleet, so storage as customers continue to gather, store and life cycle of that data. This process is extremely frustrating for customers. Still I. T. Administrators are firefighting, they're unable to innovate for their business because now data spans all the way from edge to corridor cloud. And then with the advent of public cloud there's another dimension of multi cloud that has been added to their data sprawl. And then secondly what what we what we consistently hear is that idea administrators need to shift from managing storage to managing data. What this basically means is that I. T. Has a desire to mobilize, protect and provision data seamlessly across its lifecycle and across the locations that it is stored at. This ensures that I. D. Leaders uh and also people within the organization understand the context of the data that they store and they operate upon. Yet data management is an extremely big challenge and it is a web of fragmented data silos across processes across infrastructure all the way from test and dev to administration uh to production uh to back up to lifecycle data advantage. Uh And so up till now data management was tied up with storage management and this needs to change for our customers especially with the diversity of the application workloads as they're growing and as customers are expanding their footprint across a multi cloud environment, >>just had to almost um response there. We recently conducted a survey that was actually done by E. S. She. Um and that was a survey of IT. decision makers. And it's interesting what it showcased, 93% of the respondents indicated that storage and data management complexity is impeding their digital transformation. 95% of the respondents indicated that solving storage and data management complexity is a top 10 business initiative for them And 94% want to bring the cloud experience on premises. >>You know, I'll chime in. I think as you guys move to the sort of software world and container world affinity to developers homer. You talked about, you know, things like data protection and we talk about security being bolted on all the time. Now. It's designed in it's it's done at sort of the point of creation, not as an afterthought and that's a big change that we see coming. Uh Let's talk about, you know what also needs to change as customers make the move from this idea of managing storage to to managing data or maybe you can take that one. >>That's a that's a very interesting problem. Right. What are the things that have to be true in order for us to move into this new data management model? So, dave one of the things that the public cloud got right is the cloud operational model which sets the standard for agility and a fast pace for our customers in a classic I. T. On prime model. If you ever wanted to stand up an application or if you were thinking about standing up a particular workload, uh you're going to file a series of I. T. Tickets uh And then you are at the mercy of whatever complex processes exist within organization and and depending on what the level of approvals are within a particular organization, standing up a workload can take days, weeks or even months in certain cases. So what cloud did was a rock that level of simplicity for someone that wanted to instead she ate an app. This means that the provision of underlying infrastructure that makes that workload possible needs to be reduced to minutes from days and weeks. But so what we are intending to do over here is to bring the best of both worlds together so that the cloud experience can be experienced everywhere with ease and simplicity and the customers don't need to change their operating model. So it's blending the two together. And that's what we are trying to usher in into this new era where we start to differentiate between data management and storage management as two independent. Yes, >>Great. Thank you for that. Omer. So deep. I wonder if you could share with the audience, you know, the vision that you guys unveiled, What does it look like? How are you making it actually substantive and and real? >>Yeah. David, That's also great question. Um across the board it's time to reimagine data management. Everything that homer shared. Those challenges are leading to customers needing to break down the silos and complexity that plagues these distributed data environments. And our vision is to deliver a new data experience that helps customers unleash the power of data. We call this vision unified data obs Unified Data Ops integrates data centric policies to streamline data management cloud native control to bring the cloud operational model to where customers data labs and a I driven insights to make the infrastructure invisible. It delivers a new data experience to simplify and bring that agility of cloud to data infrastructure. Streamline data management and help customers innovate faster than ever before. We're making the promise of unified Data Ops Real by transforming H P E storage to a cloud native software defined data services business and introducing a data services platform that expands Hve Green Lake. >>I mean, you know, you talk about the complexity, I see, I look at it as you kind of almost embracing the complexity saying, look, it's gonna keep getting more complex as the cloud expands to the edge on prem Cross cloud, it gets more complex underneath. What you're doing is you're almost embracing that complexity, putting a layer over it and hiding that complexity from from the end customer that and so they can spend their time doing other things over. I wonder if you can maybe talk a little bit more about the data services console, is it sort of another, you know, software layer to manage infrastructure? What exactly is it? >>It's a lot more than that dave and you're you're 100% right. It's basically we're attempting in this release to attack that complexity. Head on. So simply put data services. Cloud console is a SAS based console that delivers cloud operational model and cloud operational agility uh to our customers, it unifies data operations through a series of cloud data services that are delivered on top of this console to our customers in a continuous innovation stream. Uh And what we have done is going back to the point that I made earlier separating storage and data management and putting the strong suites of each of those together into the SAS delivered console for our customers. So what we have done is we have separated data and infrastructure management away from physical hardware to provide a comprehensive and a unified approach to managing data and infrastructure wherever it lives from a customer's perspective, it could be at the edge, it could be in a coal. Oh, it could be in their data center or it could be a bunch of data services that are deployed within the public cloud. So now our customers with data services, cloud console can manage the entire life cycle of their data from all the way from deployment, upgrading and optimizing it uh from a single console from anywhere in the world. Uh This console is designed to streamline data management with cloud data services that enable access to data, It allows for policy-based data protection, it allows for an organizational wide search on top of your storage assets. And we deliver basically a 360° visibility to all your data from a single console that the customer can experience from anywhere. So, so if you look at the journey, the way we're deciding to deliver this. So the first in its first incarnation, uh data services, cloud console gives you infrastructure and cloud data services to start to do data management along with that. But this is that foundation that we are placing in front of our customers, the SAS console through which we get touch our customers on a daily basis. And now as our customers get access to the SAAS platform on the back end, we will continue to roll in additional services throughout the years on a true SAS based innovation base for our customers. And and these services can will be will be ranging all the way from data protection to multiple out data management, all the way to visibility all the way to understanding the context of your data as it's stored across your enterprise. And in addition to that, we're offering a consistent, revised, unified API which allows for our customers to build automation against their storage infrastructure without ever worrying about that. As infrastructure changes. Uh the A P I proof points are going to break for them. That is never going to happen because they are going to be programming to a single SAS based aPI interface from now on. >>Right. And that brings in this idea of infrastructures coding because you talk about as a service to talk about Green Lake and and my question is always okay. Tell me what's behind that. And if and if and if and if you're talking about boxes and and widgets, that's a it's a problem. And you're not you're talking about services and A P. I. S and microservices and that's really the future model. And infrastructure is code and ultimately data as code is really part of that. So, All right. So you guys, I know some of your branding folks, you guys give deep thought uh, to this. So the second part of the announcement is the new product brands and deep maybe you can talk about that a little bit. >>Sure. Ultimately delivering the cloud operational model requires cognitive data infrastructure and that has been engineered to be natively managed from the cloud. And that's why we have also introduced H. P. E. Electra. Omar. Can you perhaps described HB electro even more? >>Absolutely. Thank you. Sandy. Uh, so with with HB Electoral we're launching a new brand of cloud native hardware infrastructure to power our customers data all the way from edge to the core to the cloud. The releases are smaller models for the edge then at the same time having models for the data center and then expanding those services into the public cloud as well. Right. All these hardware devices, Electoral hardware devices are cloud native. Empowered by our Data services. Cloud Council. We're announcing two models with this launch H. P. E. Electra 9000. Uh, this is for our mission critical workloads. It has its history and bases in H P E primera. It comes with 100% availability guarantee. Uh It's the first of its type in the industry. It comes with standard support contract, No special verb is required. And then we're also launching HB electoral 6000. Uh These are based in our history of uh nimble storage systems. Uh These these are for business critical applications, especially for that mid range of the storage market, optimizing price, performance and efficiency. Both of these systems are full envy, any storage powered by our timeless capabilities with data in place upgrades. And then they both deliver a unified infrastructure and data management experience through the data services, cloud console. Uh and and and at the back end, unified ai Ops experience with H P E info site is seamlessly blended in along with the offering for our customers. >>So this is what I was talking about before. It's sort of not your grandfather's storage business anymore. Is this is this is this is something that is part of that, that unified vision, that layer that I talked about. The AP is the program ability. So you're you're reaching into new territory here. Maybe you can give us an example of how the customers experience what that looks like. >>Excellent, loved her Dave. So essentially what we're doing is we're changing the storage experience to a true cloud operational model for our customers. These recent announcements that we just went through along with, indeed they expand the cloud experience that our customers get with storage as a service with HPD Green Lake. So a couple of examples to make this real. So the first of all is simplified deployment. Uh, so I t no longer has to go through complex startup and deployment processes. Now, all you need to do is these systems shipped and delivered to the customer's data center. Operational staff just need to rack and stack and then leave, connect the power cable, connect the network cable. And the job is done from that point onwards, data services console takes over where you can onboard these systems, you can provision these systems if you have a pre existing organization wide security as well as standard profile setup in data services console, we can automatically apply those on your behalf and bring these systems online. From a customer's perspective, they can be anywhere in the world to onboard these systems, they could be driving in a car, they could be sitting on a beach uh And and you know, these systems are automatically on boarded through this cloud operational model which is delivered through the SAAS application for our customers. Another big example. All that I'd like to shed light on is intent based provisioning. Uh So Dave typically provisioning a workload within a data center is an extremely spreadsheet driven trial and error kind of a task. Which system do I land it on? Uh Is my existing sl is going to be affected which systems that loaded, which systems are loaded enough that I put this additional workload on it and the performance doesn't take. All of these decisions are trial and error on a constant basis with cloud data services console along with the electron new systems that are constantly in a loop back information feeding uh Typical analytics to the console. All you need to do is to describe the type of the workload and the intent of the workload in terms of block size S. L. A. That you would like to experience at that point. Data services console consults with intra site at the back end. We run through thousands of data points that are constantly being given to us by your fleet and we come back with a few recommendations. You can accept the recommendation and at that time we go ahead and fully deploy this workload on your behalf or you can specify a particular system and then we will try to enforce the S. L. A. On that system. So it completely eliminates the guesswork and the planning that you have to do in this regard. Uh And last but not the least. Uh you know, one of the most important things is, you know, upgrades has been a huge problem for our customers. Uh And typically oftentimes when you're not in this constant, you know, loop back communication with your customers. It often is a big challenge to identify which release or which bug fix or which update goes on to which particular machine. All of that has been completely taken away from our customers and fully automated. Uh we run thousands of signatures across are installed base. We identify which upgrades need to be curated for which machines in a fleet for a particular customer. And then if it applies to that customer we presented, and if the customer accepts it, we automatically go ahead and upgrade the system and and and last, but not the least from a global management perspective. Now, a customer has an independent data view of their data estate, independent from a storage estate. And data services. Council can blend the two to give a consistent view or you can just look at the fleet view or the data view. >>It's kind of the Holy Grail. I mean I've been in this business a long time and I think I t. People have dreamt about you know this kind of capability for for a long long time. I wonder if we could sort of stay on the customers for a moment here and and talk about what's enabled. Now everybody's talking digital transformation that I joke about the joke. Not funny. The force marched to digital with Covid uh and we really wasn't planned for but the customers really want to drive now that digital transfer some of them are on the back burner and now they're moving to the front burner. What are the outcomes that are that are enabled here? Omar. >>Excellent. So so on on a typical basis for a traditional I. T. Customer, this cloud operational model means that you know information technology staff can move a lot faster and they can be a lot more productive on the things that are directly relevant to their business. They can get up to 99% of the savings back to spend more time on strategic projects or best of all spend time with their families rather than managing and upgrading infrastructure and fleets of infrastructure. Right. For line of business owners, the new experience means that their data infrastructure can be presented can be provision where the self service on demand type of capability. Uh They necessarily don't have to be in the data center to be able to make those decisions. Capacity management, performance management, all of that is died in and presented to them wherever they are easy to consume SAS based models and especially for data innovators, whether it's D B A s, uh whether it's data analysts, they can start to consume infrastructure and ultimately data as a code to speed up their app development because again, the context that we're bringing forward is the context of data decoupling it from. Actually, storage management, storage management and data management are now two separate domains that can be presented through a single console to tie the end to end picture for a customer. But at the end of the day, what we have felt is that customers really really want to rely and move forward with the data management and leave infrastructure management to machine oriented task, which we have completely automated on their behalf. >>So I'm sure you've heard you got the memo about, you know, H H P going all in on as a service. Uh it's clear that the companies all in. How does this announcement fit in to that overall mission, Sandeep >>Dave. We believe the future is edge to cloud and our mission is to be the edge to cloud platform as a service company and as as HB transforms HP Green Lake is our unified cloud platform. Hp Green Link is how we deliver cloud services and agile cloud experiences to customers, applications and data across the edge to cloud. With the storage announcement that we made recently, we announced that we're expanding HB Green Lake with as a service transformation of the HPV storage business to a cloud native software defined data services business. And this expands storage as a service delivering full cloud experience to our customers data across edge and on prem environment across the board were committed to being a strategic partner for every one of our customers and helping them accelerate their digital transformation. >>Yeah, that's where the puck is going guys. Hey as always great conversation with with our friends from HP storage. Thanks so much for the collaboration and congratulations on the announcements and I know you're not done yet. >>Thanks. Dave. Thanks. Dave. All right. Dave. It's a pleasure to be here. >>You're very welcome. And thank you for being with us for hp. You discovered 2021. You're watching the cube, the leader digital check coverage. Keep it right there, but right back. >>Mhm. Mhm.

>>Please >>welcome back to HPD discovered 2021. The cubes virtual coverage, continuous coverage of H P. S H. P. S. Annual customer event. My name is Dave Volonte and we're going to dive into the intersection of high performance computing data and AI with DR Eng limb go who is the senior vice president and CTO for AI Hewlett Packard enterprise Doctor go great to see you again. Welcome back to the cube. >>Hello Dave, Great to talk to you again. >>You might remember last year we talked a lot about swarm intelligence and how AI is evolving. Of course you hosted the day two keynotes here at discover and you talked about thriving in the age of insights and how to craft a data centric strategy. And you addressed you know some of the biggest problems I think organizations face with data that's You got a data is plentiful but insights they're harder to come by. And you really dug into some great examples in retail banking and medicine and health care and media. But stepping back a little bit with zoom out on discovered 21, what do you make of the events so far? And some of your big takeaways? >>Mm Well you started with the insightful question, Right? Yeah, data is everywhere then. But we like the insight. Right? That's also part of the reason why that's the main reason why you know Antonio on day one focused and talked about that. The fact that we are now in the age of insight, right? Uh and uh and and how to thrive thrive in that in this new age. What I then did on the day to kino following Antonio is to talk about the challenges that we need to overcome in order in order to thrive in this new asia. >>So maybe we could talk a little bit about some of the things that you took away in terms I'm specifically interested in some of the barriers to achieving insights when customers are drowning in data. What do you hear from customers? What we take away from some of the ones you talked about today? >>Oh, very pertinent question. Dave You know the two challenges I spoke about right now that we need to overcome in order to thrive in this new age. The first one is is the current challenge and that current challenge is uh you know stated is no barriers to insight. You know when we are awash with data. So that's a statement. Right? How to overcome those barriers. What are the barriers of these two insight when we are awash in data? Um I in the data keynote I spoke about three main things. Three main areas that received from customers. The first one, the first barrier is in many with many of our customers. A data is siloed. All right. You know, like in a big corporation you've got data siloed by sales, finance, engineering, manufacturing, and so on, uh supply chain and so on. And uh there's a major effort ongoing in many corporations to build a federation layer above all those silos so that when you build applications above they can be more intelligent. They can have access to all the different silos of data to get better intelligence and more intelligent applications built. So that was the that was the first barrier. We spoke about barriers to incite when we are washed with data. The second barrier is uh that we see amongst our customers is that uh data is raw and dispersed when they are stored and and uh and you know, it's tough to get tough to to get value out of them. Right? And I in that case I I used the example of uh you know the May 6 2010 event where the stock market dropped a trillion dollars in in tens of minutes. You know, we we all know those who are financially attuned with know about this uh incident, But this is not the only incident. There are many of them out there and for for that particular May six event, uh you know, it took a long time to get insight months. Yeah, before we for months we had no insight as to what happened, why it happened, right. Um, and and there were many other incidences like this and the regulators were looking for that one rule that could, that could mitigate many of these incidences. Um, one of our customers decided to take the hard road to go with the tough data right? Because data is rolling dispersed. So they went into all the different feeds of financial transaction information, took the took the tough took the tough road and analyze that data took a long time to assemble. And they discovered that there was quote stuffing right? That uh people were sending a lot of traits in and then cancelling them almost immediately. You have to manipulate the market. Um And why why why didn't we see it immediately? Well, the reason is the process reports that everybody sees the rule in there that says all trades, less than 100 shares don't need to report in there. And so what people did was sending a lot of less than 103 100 100 shares trades uh to fly under the radar to do this manipulation. So here is here the second barrier right? Data could be raw and dispersed. Um Sometimes you just have to take the hard road and um and to get insight And this is 1 1 great example. And then the last barrier is uh is has to do with sometimes when you start a project to to get insight to get uh to get answers and insight. You you realize that all the datas around you but you don't you don't seem to find the right ones to get what you need. You don't you don't seem to get the right ones. Yeah. Um here we have three quick examples of customers. 111 was it was a great example right? Where uh they were trying to build a language translator, a machine language translator between two languages. Right? By not do that. They need to get hundreds of millions of word pairs, you know, of one language compared uh with a corresponding other hundreds of millions of them. They say, well I'm going to get all these word pairs. Someone creative thought of a willing source. And you thought it was the United Nations, you see. So sometimes you think you don't have the right data with you, but there might be another source. And the willing one that could give you that data Right? The 2nd 1 has to do with uh there was uh the uh sometimes you you may just have to generate that data, interesting one. We had an autonomous car customer that collects all these data from their cars, right? Massive amounts of data, loss of sensors, collect loss of data. And uh, you know, but sometimes they don't have the data they need even after collection. For example, they may have collected the data with a car uh in in um in fine weather and collected the car driving on this highway in rain and also in stone, but never had the opportunity to collect the car in hill because that's a rare occurrence. So instead of waiting for a time where the car can dr inhale, they build a simulation you by having the car collector in snow and simulated him. So, these are some of the examples where we have customers working to overcome barriers, right? You have barriers that is associated the fact that data silo the Federated it various associated with data. That's tough to get that. They just took the hard road, right? And, and sometimes, thirdly, you just have to be creative to get the right data. You need, >>wow, I I'll tell you, I have about 100 questions based on what you just said. Uh, there's a great example, the flash crash. In fact, Michael Lewis wrote about this in his book The Flash Boys and essentially right. It was high frequency traders trying to front run the market and sending in small block trades trying to get on the front end it. So that's and they, and they chalked it up to a glitch like you said, for months. Nobody really knew what it was. So technology got us into this problem. I guess my question is, can technology help us get out of the problem? And that maybe is where AI fits in. >>Yes, yes. Uh, in fact, a lot of analytics, we went in to go back to the raw data that is highly dispersed from different sources, right, assemble them to see if you can find a material trend, right? You can see lots of trends, right? Like, uh, you know, we if if humans look at things right, we tend to see patterns in clouds, right? So sometimes you need to apply statistical analysis, um math to to be sure that what the model is seeing is is real. Right? And and that required work. That's one area. The second area is uh you know, when um uh there are times when you you just need to to go through that uh that tough approach to to find the answer. Now, the issue comes to mind now is is that humans put in the rules to decide what goes into a report that everybody sees. And in this case uh before the change in the rules. Right? But by the way, after the discovery, uh authorities change the rules and all all shares, all traits of different any sizes. It has to be reported. No. Yeah. Right. But the rule was applied uh you know, to say earlier that shares under 100 trades under 100 shares need not be reported. So sometimes you just have to understand that reports were decided by humans and and under for understandable reasons. I mean they probably didn't want that for various reasons not to put everything in there so that people could still read it uh in a reasonable amount of time. But uh we need to understand that rules were being put in by humans for the reports we read. And as such there are times you just need to go back to the raw data. >>I want to ask, >>it's gonna be tough. >>Yeah. So I want to ask a question about AI is obviously it's in your title and it's something you know a lot about but and I want to make a statement, you tell me if it's on point or off point. So it seems that most of the Ai going on in the enterprise is modeling data science applied to troves of data but but there's also a lot of ai going on in consumer whether it's you know, fingerprint technology or facial recognition or natural language processing will a two part question will the consumer market as has so often in the enterprise sort of inform us uh the first part and then will there be a shift from sort of modeling if you will to more you mentioned autonomous vehicles more ai influencing in real time. Especially with the edge you can help us understand that better. >>Yeah, it's a great question. Right. Uh there are three stages to just simplify, I mean, you know, it's probably more sophisticated than that but let's simplify three stages. All right. To to building an Ai system that ultimately can predict, make a prediction right or to to assist you in decision making, have an outcome. So you start with the data massive amounts of data that you have to decide what to feed the machine with. So you feed the machine with this massive chunk of data and the machine uh starts to evolve a model based on all the data is seeing. It starts to evolve right to the point that using a test set of data that you have separately kept a site that you know the answer for. Then you test the model uh you know after you trained it with all that data to see whether it's prediction accuracy is high enough and once you are satisfied with it, you you then deploy the model to make the decision and that's the influence. Right? So a lot of times depend on what what we are focusing on. We we um in data science are we working hard on assembling the right data to feed the machine with, That's the data preparation organization work. And then after which you build your models, you have to pick the right models for the decisions and prediction you wanted to make. You pick the right models and then you start feeding the data with it. Sometimes you you pick one model and the prediction isn't that robust, it is good but then it is not consistent right now. What you do is uh you try another model so sometimes it's just keep trying different models until you get the right kind. Yeah, that gives you a good robust decision making and prediction after which It is tested well Q eight. You would then take that model and deploy it at the edge. Yeah. And then at the edges is essentially just looking at new data, applying it to the model that you have trained and then that model will give you a prediction decision. Right? So uh it is these three stages. Yeah, but more and more uh your question reminds me that more and more people are thinking as the edge become more and more powerful. Can you also do learning at the edge? Right. That's the reason why we spoke about swarm learning the last time, learning at the edge as a swamp, right? Because maybe individually they may not have enough power to do so. But as a swamp they made >>is that learning from the edge? You're learning at the edge? In other words? >>Yes. >>Yeah, I understand the question. Yeah. >>That's a great question. That's a great question. Right? So uh the quick answer is learning at the edge, right? Uh and and also from the edge, but the main goal, right? The goal is to learn at the edge so that you don't have to move the data that the edge sees first back to the cloud or the core to do the learning because that would be the reason. One of the main reasons why you want to learn at the edge, right? Uh So so that you don't need to have to send all that data back and assemble it back from all the different Edge devices, assemble it back to the cloud side to to do the learning right. With someone you can learn it and keep the data at the edge and learn at that point. >>And then maybe only selectively send the autonomous vehicle example you gave us great because maybe there, you know, there may be only persisting, they're not persisting data that is inclement weather or when a deer runs across the front. And then maybe they they do that and then they send that smaller data set back and maybe that's where it's modelling done. But the rest can be done at the edges. It's a new world that's coming down. Let me ask you a question, is there a limit to what data should be collected and how it should be collected? >>That's a great question again, you know uh wow today, full of these uh insightful questions that actually touches on the second challenge. Right? How do we uh in order to thrive in this new age of insight? The second challenge is are you know the is our future challenge, right? What do we do for our future? And and in there is uh the statement we make is we have to focus on collecting data strategically for the future of our enterprise. And within that I talk about what to collect right? When to organize it when you collect and where will your data be, you know, going forward that you are collecting from? So what, when and where for the what data for the what data to collect? That? That was the question you ask. Um it's it's a question that different industries have to ask themselves because it will vary, right? Um Let me give you the, you use the autonomous car example, let me use that. And We have this customer collecting massive amounts of data. You know, we're talking about 10 petabytes a day from the fleet of their cars. And these are not production autonomous cars, right? These are training autonomous cars, collecting data so they can train and eventually deploy commercial cars. Right? Um, so this data collection cars they collect as a fleet of them collect 10 petabytes a day and when it came to us uh building a storage system yeah, to store all of that data, they realized they don't want to afford to store all of it. Now here comes the dilemma, right? Should what should I after I spent so much effort building all these cars and sensors and collecting data, I've now decide what to delete. That's a dilemma right now in working with them on this process of trimming down what they collected. You know, I'm constantly reminded of the sixties and seventies, right? To remind myself 16 seventies we call a large part of our D. N. A junk DNA. Today we realize that a large part of that what we call john has function as valuable function. They are not jeans, but they regulate the function of jeans, you know? So, so what's jumped in the yesterday could be valuable today or what's junk today could be valuable tomorrow. Right? So, so there's this tension going on right between you decided not wanting to afford to store everything that you can get your hands on. But on the other hand, you you know, you worry you you you ignore the wrong ones, right? You can see this tension in our customers, right? And it depends on industry here. Right? In health care, they say I have no choice. I I want it. All right. One very insightful point brought up by one health care provider that really touched me was, you know, we are not we don't only care. Of course we care a lot. We care a lot about the people we are caring for, right? But you also care for the people were not caring for. How do we find them? Mhm. Right. And that therefore they did not just need to collect data that is uh that they have with from their patients. They also need to reach out right to outside data so that they can figure out who they are not caring for. Right? So they want it all. So I tell us them. So what do you do with funding if you want it all? They say they have no choice but to figure out a way to fund it and perhaps monetization of what they have now is the way to come around and find out. Of course they also come back to us rightfully that, you know, we have to then work out a way to help them build that system, you know, so that health care, right? And and if you go to other industries like banking, they say they can't afford to keep them on, but they are regulated. Seems like healthcare, they are regulated as to uh privacy and such. Like so many examples different industries having different needs but different approaches to how what they collect. But there is this constant tension between um you perhaps deciding not wanting to fund all of that uh all that you can stall right on the other hand, you know, if you if you kind of don't want to afford it and decide not to store some uh if he does some become highly valuable in the future right? Don't worry. >>We can make some assumptions about the future, can't we? I mean, we know there's gonna be a lot more data than than we've ever seen before. We know that we know. Well notwithstanding supply constraints on things like nand, we know the prices of storage is gonna continue to decline. We also know and not a lot of people are really talking about this but the processing power but he says moore's law is dead. Okay, it's waning. But the processing power when you combine the Cpus and N. P. U. S. And Gpus and accelerators and and so forth actually is is increasing. And so when you think about these use cases at the edge, you're going to have much more processing power, you're going to have cheaper storage and it's going to be less expensive processing. And so as an ai practitioner, what can you do with that? >>So the amount of data that's gonna come in, it's gonna we exceed right? Our drop in storage costs are increasing computer power. Right? So what's the answer? Right? So so the the answer must be knowing that we don't and and even the drop in price and increase in bandwidth, it will overwhelm the increased five G will overwhelm five G. Right? Given amount 55 billion of them collecting. Right? So the answer must be that there might need to be a balance between you needing to bring all that data from the 55 billion devices data back to a central as a bunch of central. Cause because you may not be able to afford to do that firstly band with even with five G. M and and SD when you'll still be too expensive given the number of devices out there, Were you given storage costs dropping? You'll still be too expensive to try and store them all. So the answer must be to start at least to mitigate the problem to some leave both a lot of the data out there. Right? And only send back the pertinent ones as you said before. But then if you did that, then how are we gonna do machine learning at the core and the cloud side? If you don't have all the data, you want rich data to train with. Right? Some sometimes you wanna mix of the uh positive type data and the negative type data so you can train the machine in a more balanced way. So the answer must be eventually right. As we move forward with these huge number of devices out of the edge to do machine learning at the edge today, we don't have enough power. Right? The edge typically is characterized by a lower uh energy capability and therefore lower compute power. But soon, you know, even with lower energy they can do more with compute power, improving in energy efficiency, Right? Uh So learning at the edge today we do influence at the edge. So we data model deploy and you do in France at the age, that's what we do today. But more and more I believe given a massive amount of data at the edge, you, you have to have to start doing machine learning at the edge and, and if when you don't have enough power then you aggregate multiple devices, compute power into a swamp and learn as a swan. >>Oh, interesting. So now of course, if, if I were sitting and fly, fly on the wall in hp board meeting, I said okay. HB is as a leading provider of compute how do you take advantage of that? I mean we're going, we're, I know its future, but you must be thinking about that and participating in those markets. I know today you are, you have, you know, edge line and other products. But there's, it seems to me that it's, it's not the general purpose that we've known in the past. It's a new type of specialized computing. How are you thinking about participating in that >>opportunity for the customers? The world will have to have a balance right? Where today the default? Well, the more common mode is to collect the data from the edge and train at uh at some centralized location or a number of centralized location um going forward. Given the proliferation of the edge devices, we'll need a balance. We need both. We need capability at the cloud side. Right? And it has to be hybrid and then we need capability on the edge side. Yeah. That they want to build systems that that on one hand, uh is uh edge adapted, right? Meaning the environmentally adapted because the edge different. They are on a lot of times. On the outside. Uh They need to be packaging adapted and also power adapted, right? Because typically many of these devices are battery power. Right? Um, so you have to build systems that adapt to it. But at the same time they must not be custom. That's my belief. They must be using standard processes and standard operating system so that they can run a rich set of applications. So yes. Um that's that's also the insightful for that Antonio announced in 2018 Uh the next four years from 2018, right $4 billion dollars invested to strengthen our edge portfolio. Edge product lines, Right. Edge solutions. >>I can doctor go, I could go on for hours with you. You're you're just such a great guest. Let's close. What are you most excited about in the future? Of of of it. Certainly H. P. E. But the industry in general. >>Yeah. I think the excitement is uh the customers, right? The diversity of customers and and the diversity in a way they have approached their different problems with data strategy. So the excitement is around data strategy, right? Just like you know uh you know, the the statement made was was so was profound, right? Um And Antonio said we are in the age of insight powered by data. That's the first line, right. Uh The line that comes after that is as such were becoming more and more data centric with data, the currency. Now the next step is even more profound. That is um You know, we are going as far as saying that you know um data should not be treated as cost anymore. No. Right. But instead as an investment in a new asset class called data with value on our balance sheet, this is a this is a step change right? In thinking that is going to change the way we look at data, the way we value it. So that's a statement that this is the exciting thing because because for for me, a city of Ai right uh machine is only as intelligent as the data you feed it with data is a source of the machine learning to be intelligent. So, so that's that's why when when people start to value data, right? And and and say that it is an investment when we collect it, it is very positive for AI because an AI system gets intelligent, get more intelligence because it has a huge amounts of data and the diversity of data. So it would be great if the community values values data. Well, >>you certainly see it in the valuations of many companies these days. Um and I think increasingly you see it on the income statement, you know, data products and people monetizing data services and maybe eventually you'll see it in the in the balance. You know, Doug Laney, when he was a gardener group wrote a book about this and a lot of people are thinking about it. That's a big change, isn't it? Dr >>yeah. Question is is the process and methods evaluation right. But I believe we'll get there, we need to get started and then we'll get there. Believe >>doctor goes on >>pleasure. And yeah. And then the Yeah, I will well benefit greatly from it. >>Oh yeah, no doubt people will better understand how to align you know, some of these technology investments, Doctor goes great to see you again. Thanks so much for coming back in the cube. It's been a real pleasure. >>Yes. A system. It's only as smart as the data you feed it with. >>Excellent. We'll leave it there, thank you for spending some time with us and keep it right there for more great interviews from HP discover 21 this is Dave Volonte for the cube. The leader in enterprise tech coverage 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 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.

>>from the cube studios in Palo alto in boston connecting with thought leaders all around the world. >>This is a cute conversation. Welcome to the cubes coverage of HP discover 2021 I'm lisa martin. I've got three guests with me here. They're going to be talking about the partnership between HP and AMG. Please welcome George hope worldwide Head of partner sales at HP terry, Richardson north american channel chief for AMG and Peter chan, the director of media channel sales at AMG Gentlemen, it's great to have you on the cube. >>Well, thanks for having us lisa. >>All right, >>we're excited to talk to you. We want to start by talking about this partnership terry. Let's go ahead and start with you. H P E and M D have been partners for a very long time, very long history of collaboration. Talk to us about the partnership >>HB named, He do have a rich history of collaboration spinning back to the days of chapter on and then when A M. D brought the first generation AMG equity process department back in 2017, HP was a foundational partner providing valuable engineering and customer insights from day one AmY has a long history of innovation that created a high performance CP roadmap for value partners like HP to leverage in their workload optimized product portfolios, maximizing the synergies between the two companies. We've kicked off initiatives to grow the chain of business together with workload focused solutions and together we define the future. >>Thanks terry George, let's get your perspective as worldwide had a partner sales at HP. Talked to me about H P S perspective of that AMG partnership. >>Yeah, they say it's uh the introduction of the third generation AMG Epic processors, we've we've doubled our A. M. D. Based Pro Lion portfolio. We've even extended it to our follow systems. And with this we have achieved a number of world records across a variety of workloads and are seeing real world results. The third generation am the epic processor delivers strong performance, expand ability and the security our customers need as they continue their digital transformation, We can deliver better outcomes and lay a strong foundation for profitable apartment growth. And we're incorporating unmatched workload optimization and intelligent automation with 360° security. And of course, uh with that as a service experience. >>But as a service experience becoming even more critical as is the security as we've seen some of the groundbreaking numbers and data breaches in 2020 alone. Peter I want to jump over to you now. One of the things that we see H P E and M. D. Talking about our solutions and workloads that are key areas of focus for both companies. Can you explain some of those key solutions and the value that they deliver for your customers? >>Absolutely. It's from computing to HPC to the cloud and everything in between and the young HB have been focused on delivering not just servers but meaningful solutions that can solve customer challenges. For example, we've seen here in India, the DL- 325 has been really powerful for customers that want to deploy video. Hp nmD have worked together with icy partners in the industry to tune the performance and ensure that the user experience is exceptional. Um This just one example of many of course, for instance, the 3 45 with database 3 65 for dense deployments, it's key the 35 That has led the way in big data analytics. Um the Apollo 60 500 breaking new path in terms of AI and Machine learning, quite a trending topic and m D H p are always in the news when it comes to groundbreaking HPC solutions and oh by the way, we're able to do this due to an unyielding commitment to the data center and long term laser focused execution on the M the road map. >>Excellent. Thanks. Peter. Let's talk about the channel expansion a little bit more terry with you. You know, you and the team here. Channel Chief focused on the channel. What is A. M. D. Doing specifically to expand your channel capabilities and support all of the Channel partners that work with Andy >>great question lisa Campbell is investing in so many areas around the channel. Let's start with digital transformation. Our Channel partners consistently provided feedback that customers need to do more with less between A and B and H P. E. We have solutions that increase capabilities and deliver faster time to value for the customer looking to do more with less. We have a tool on our website called the and metrics server virtualization, Tco estimation tool and those who have visually see the savings. We also have lots of other resources such as technical documentation, A and E arena for training and general CPU's departments can take advantage of aside from solution examples, AMG is investing in headcount internally and at our channel part race. I'm actually an example of the investment MD is making to build out the channel. One more thing that I'll mention is the investment that are, you know, lisa su and Andy are making to build out the ecosystem from head Count to code development and is investing to have a more powerful user experience with our software partners in the ecosystem. From my discussions with our channel partners, they're glad to see A and d expanding our our channel through the many initiatives and really bringing that ecosystem. >>Here's another question for you as channel chief. I'm just curious in the last year, speaking and you talked about digital transformation. We've seen so much acceleration of the adoption of that since the last 15 months has presented such challenges. Talk to me a little bit about some of the feedback from your channel partners about what you am, D N H B are doing together to help those customers needed to deliver that fast time to value, >>you know, so really it's all about close collaboration. Um we we work very closely with our counterparts at H P. E just to make sure we understand partner and customer requirements and then we work to craft solutions together from engaging, technically to collaborating on on, you know, when products will be shipped and delivered and also just what are we doing to uh to identify the next key workloads and projects that are going to be engaged in together? So it's it's really brought the companies I think even closer together, >>that's excellent as a covid catalyst. As I say, there's a lot of silver linings that we've seen and it sounds like the collaboration terry that you mentioned has become even stronger George. I want to go to you. Let's HP has been around for a long time. My first job in tech was Hewlett Packard by the way, many years ago. I won't mention how long but talk to me about the partnership with AMG from H P s perspective, is this part of H P S D N A? >>Absolutely. Partnering is our D N A. We've had 80 years of collaboration with an ever expanding ecosystem of partners that that all play a key role in our go to market strategy. We actually design and test our strategic initiatives in close collaboration with our partners so that we can meet their most pressing needs. We do that through like farmer advisory boards and things of that nature. Um but we have we have one of the most profitable partner programs in the industry, 2-3 times higher rebates than most of our competitors. And we continue to invest in the partner experience in creating that expertise so partners can stand out in a highly competitive market. Uh And Andy is in direct alignment with that strategy. We have strong synergies and a common focus between the two companies. >>And I also imagine George one question and one question to that there's tremendous value in it for your end user customers, especially those that have had to everyone pivot so many times in the last year and have talked to me a little bit about George What you're saying from the customer's perspective. >>Well as Antonio Neri said a couple of years back, the world is going to be hybrid and uh, he was right. We continue uh we continue to see that evolution and we continue to deliver solutions around a hybrid digital world with, with Green Lake and the new wave of digital transformation that we refer to now as the age of insight customers want a cloud experience everywhere. And 70% of today's workloads can easily be re factored for the public cloud or they need to stay physically close to the data and other apps at the emerging edge or in polos are in the data centers. So as a result, most organizations are forced to deal with the complexity of having two divergent operating models and they're paying higher cost to maintain them both with Green Lake, we provide one consistent operating model with visibility and control across public clouds and on prem environments. And that applies to all workloads, you know, whether it's cloud native or non cloud native applications. Um we also have other benefits like no cloud block in or no data. Egress charges, so you have to pay a steep price just to move workloads out of the public cloud. And then we're expanding collaboration opportunities within for our partner ecosystem so that we can bring that cloud experience to a faster growing number of customers worldwide. So we've launched new initiatives uh in support of the core strategy as we accelerate our as a service vision and then work with partners to unlock better customer outcomes with Green Lake and of course, hb compute of which I am d is part of is, is the underlying value added technology. >>Can you expand on some of those customer outcomes as we look at, as I mentioned before, this very dynamic market in which we live. It's all about customer outcomes. What are some of those that from a hybrid cloud environment perspective with Green like that you're helping customers achieve? >>Well, at least Greenland has come out with with about 30 different different offerings that package up some solutions. So you're not just buying infrastructure as a service. We have offerings like HPC as a service. We have offerings like uh, V D I as a service, ml, ops as a service. So we're packaging in technology, some are are some are not ours, but into completing some solutions. So that creates the outcome that the customers are looking for. >>Excellent. Thanks, George and Peter, last question to you again with the hybrid cloud environment being something that we're seeing more and more of the benefits that Green Lake is delivering through the channel. What's your perspective from a. M decide? >>Absolutely lisa. So, so I mean I think it's clear with a MD based systems, customers get the benefit of performance, security and fast time to value whether deployed on prem and cloud on a hybrid model. So please come try out our HP system based on name the processors and see how we can accelerate and protect your applications. Thank you lisa. >>Excellent, Peter George terry, thank you for joining me today. I'm sure there's a lot more that folks are going to be able to learn about what AM D and H. P. Are doing together on the virtual show floor. We appreciate your time. Thank you. Yeah, for my guests, I'm lisa martin. You're watching the cubes coverage of HP discover 2021 Yeah.

>>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 back to HPD discovered 2021. The virtual edition. My name is Dave Volonte and you're watching the cube. We're here with Omar assad is the vice president GM of H P S H C I and primary storage and data management business. And Sandeep Singh was the vice president of marketing for HP storage division. Welcome gents. Great to see you. >>Great to be here. Dave, >>It's a pleasure to be here today. >>Hey, so uh, last month you guys, you made a big announcement and and now you're, you know, shining the spotlight on that here at discover Cindy. Maybe you can give us a quick recap, what do we need to know? >>Yeah, Dave. We announced that we're expanding HB Green Lake by transforming HB storage to a cloud native software defined data services business. We unveiled a new vision for data that accelerates data, dream of transformation for our customers. Uh and it introduced a and we introduced the data services platform that consists of two game changing innovations are first announcement was Data services cloud console. It's a SAS based console that delivers the cut operational agility and it's designed to unify data operations through a suite of cloud data services. Our 2nd announcement is HPE. Electra. It's cloud native data infrastructure to power your data edge to cloud. And it's managed natively with data services cloud console to bring that cloud operational model to our customers wherever their data lives together with the data services platform. Hp Green Green Lake brings that cloud experience to our customers data across edge and on premises environment and lays the foundation for our customers to shift from managing storage to managing data. >>Well, I think it lays the foundation for the next decade. You know, when we entered this past decade, we we were Ricky bobby's terms like software led that that sort of morphed into. So the software defined data center containers with kubernetes, Let's zoom out for a minute. If we can homer maybe you could describe the problems that you're trying to address with this announcement. >>Thanks dave. It's always a pleasure talking to you on these topics. So in my role as general manager for primary storage, I speak with the hundreds of customers across the board and I consistently hear that data is at the heart of what our customers are doing and they're looking for a data driven transformative approach to their business. But as they engage on these things, there are two challenges that they consistently faced. The first one is that managing storage at scale Is rife with complexity. So while storage has gotten faster in the last 20 years, managing a single array or maybe two or three arrays has gotten simpler over time. But managing storage at scale when you deploy fleet. So storage as customers continue to gather, store and lifecycle that data. This process is extremely frustrating for customers. Still I. T. Administrators are firefighting, they're unable to innovate for their business because now data spans all the way from edge to corridor cloud. And then with the advent of public cloud there's another dimension of multi cloud that has been added to their data sprawl. And then secondly what what we what we consistently hear is that idea administrators need to shift from managing storage to managing data. What this basically means is that I. D. Has a desire to mobilize, protect and provision data seamlessly across its lifecycle and across the locations that it is stored at. Uh This ensures that I. D. Leaders uh and also people within the organization understand the context of the data that they store and they operate upon. Yet data management is an extremely big challenge and it is a web of fragmented data silos across processes across infrastructure all the way from test and dev to administration uh to production uh to back up to lifecycle data management. Uh And so up till now data management was tied up with storage management and this needs to change for our customers especially with the diversity of the application workloads as they're growing and as customers are expanding their footprint across a multi cloud environment >>just to add to almost uh response there. We recently conducted a survey that was actually done by E. S. She. Um and that was a survey of IT. decision makers. And it's interesting what it showcased, 93% of the respondents indicated that storage and data management complexity is impeding their digital transformation. 95% of the respondents indicated that solving storage and data management complexity is a top 10 business initiative for them and 94% want to bring the cloud experience on premises, >>you know, al china. And I think as you guys move to the sort of software world and container world affinity to developers homer, you talked about, you know, things like data protection and we talk about security being bolted on all the time. Now. It's designed in it's it's done at sort of the point of creation, not as an afterthought. And that's a big change that we see coming. Uh But let's talk about, you know, what also needs to change as customers make the move from this idea of managing storage to to managing data or maybe you can take that one. >>That's a that's a that's a very interesting problem. Right. What are the things that have to be true in order for us to move into this new data management model? So, dave one of the things that the public cloud got right is the cloud operational model uh which sets the standard for agility and a fast pace for our customers in a classic I. T. On prime model, if you ever wanted to stand up an application or if you were thinking about standing up a particular workload, uh you're going to file a series of I. T. Tickets and then you're at the mercy of whatever complex processes exist within organization and and depending on what the level of approvals are within a particular organization, standing up a workload can take days, weeks or even months in certain cases. So what cloud did was they brought that level of simplicity for someone that wanted to instead she ate an app. This means that the provisioning of underlying infrastructure that makes that workload possible needs to be reduced to minutes from days and weeks. But so what we are intending to do over here is to bring the best of both worlds together so that the cloud experience can be experienced everywhere with ease and simplicity and the customers don't need to change their operating model. So it's blending the two together. And that's what we are trying to usher in into this new era where we start to differentiate between data management and storage management as two independent things. >>Great, thank you for that. Omer sometimes I wonder if you could share with the audience, you know, the vision that you guys unveiled, What does it look like? How are you making it actually substantive and and real? >>Yeah. Dave. That's also great question. Um across the board it's time to reimagine data management. Everything that homer shared. Those challenges are leading to customers needing to break down the silos and complexity that plagues these distributed data environments. And our vision is to deliver a new data experience that helps customers unleash the power of data. We call this vision unified data jobs, Unified Data Ops integrates data centric policies to streamline data management, cloud native control to bring the cloud operational model to where customers data labs and a I driven insights to make the infrastructure invisible. It delivers a new data experience to simplify and bring that agility of cloud to data infrastructure. Streamline data management and help customers innovate faster than ever before. We're making the promise of Unified Data Ops Real by transforming Hve storage to a cloud native software defined data services business and introducing a data services platform that expands Hve Green Lake. >>I mean, you know, you talk about the complexity, I see, I look at it as you kind of almost embracing the complexity saying, look, it's gonna keep getting more complex as the cloud expands to the edge on prem Cross cloud, it gets more complex underneath. What you're doing is you're almost embracing that complexity and putting a layer over it and hiding that complexity from from the end customer that and so they can spend their time doing other things over. I wonder if you can maybe talk a little bit more about the data services console, Is it sort of another software layer to manage infrastructure? What exactly is it? >>It's a lot more than that, Dave and you're you're 100% right. It's basically we're attempting in this release to attack that complexity head on. So simply put data services. Cloud console is a SAS based console that delivers cloud operational model and cloud operational agility uh to our customers. It unifies data operations through a series of cloud data services that are delivered on top of this console to our customers in a continuous innovation stream. Uh And what we have done is going back to the point that I made earlier separating storage and data management and putting the strong suites of each of those together into the SAS delivered console for our customers. So what we have done is we have separated data and infrastructure management away from physical hardware to provide a comprehensive and a unified approach to managing data and infrastructure wherever it lives. From a customer's perspective, it could be at the edge, it could be in a coal. Oh, it could be in their data center or it could be a bunch of data services that are deployed within the public cloud. So now our customers with data services. Cloud console can manage the entire life cycle of their data from all the way from deployment, upgrading and optimizing it uh from a single console from anywhere in the world. Uh This console is designed to streamline data management with cloud data services that enable access to data. It allows for policy-based data protection, it allows for an organizational wide search on top of your storage assets. And we deliver basically a 360° visibility to all your data from a single console that the customer can experience from anywhere. So, so if you look at the journey the way we're deciding to deliver this. So the first, in its first incarnation, uh Data services, Cloud console gives you infrastructure and cloud data services to start to do data management along with that. But this is that foundation that we are placing in front of our customers, the SAS console, through which we get touch our customers on a daily basis. And now as our customers get access to the SAAS platform on the back end, we will continue to roll in additional services throughout the years on a true SAS based innovation base for our customers. And and these services can will be will be ranging all the way from data protection to multiple out data management, all the way to visibility all the way to understanding the context of your data as it's stored across your enterprise. And in addition to that, we're offering a consistent revised unified Api which allows for our customers to build automation against their storage infrastructure. Without ever worrying about that. As infrastructure changes, uh, the A. P I proof points are going to break for them. That is never going to happen because they are going to be programming to a single SAS based aPI interface from now on. >>Right. And that brings in this idea of infrastructure as code because you talk about as a service to talk about Green Lake and and my question is always okay. Tell me what's behind that. And if and if and if and if you're talking about boxes and and widgets, that's a it's a problem. And you're not, you're talking about services and A P. I. S and microservices and that's really the future model and infrastructure is code and ultimately data as code is really part of that. So, All right. So you guys, I know some of your branding folks, you guys give deep thought to this. So the second part of the announcement is the new product brands and deep maybe you can talk about that a little bit. >>Sure. Ultimately delivering the cloud operational model requires cognitive data infrastructure and that has been engineered to be natively managed from the cloud. And that's why we have also introduced H. P. E. Electra. Omar, Can you perhaps described HB electro even more. >>Absolutely. Thank you. Sandy. Uh, so with with HB Electoral we're launching a new brand of cloud native hardware infrastructure to power our customers data all the way from edge to the core to the cloud. The releases are smaller models for the edge then at the same time having models for the data center and then expanding those services into the public cloud as well. Right. All these hardware devices, Electoral hardware devices are cloud native and powered by our data services. Cloud Council, we're announcing two models with this launch H. P. E Electoral 9000. Uh, this is for our mission critical workloads. It has its history and bases in H P E. Primera. It comes with 100% availability guarantee. Uh It's the first of its type in the industry. It comes with standard support contract, no special verb is required. And then we're also launching HB Electoral 6000. Uh These are based in our history of uh nimble storage systems. Uh These these are for business critical applications, especially for that mid range of the storage market, optimizing price, performance and efficiency. Both of these systems are full envy any storage powered by our timeless capabilities with data in place upgrades. And then they both deliver a unified infrastructure and data management experience through the data services, cloud console. Uh And and and at the back end unified Ai Ops experience with H P. E. Info site is seamlessly blended in along with the offering for our >>customers. So this is what I was talking about before. It's sort of not your grandfather's storage business anymore. This is this is this is something that is part of that, that unified vision, that layer that I talked about, the A. P. I. Is the program ability. So you're you're reaching into new territory here. Maybe you can give us an example of how the customers experience what that looks like. >>Excellent. Love to Dave. So essentially what we're doing is we're changing the storage experience to a true cloud operational model for our customers. These recent announcements that we just went through along with, indeed they expand the cloud experience that our customers get with storage as a service with HP Green Lake. So a couple of examples to make this real. So the first of all is simplified deployment. Uh So I t no longer has to go through complex startup and deployment processes. Now all you need to do is these systems shipped and delivered to the customer's data center. Operational staff just need to rack and stack and then leave connect the power cable, connect the network cable. And the job is done. From that point onwards, data services console takes over where you can onboard these systems, you can provision these systems if you have a pre existing organization wide security as well as standard profile setup in data services console, we can automatically apply those on your behalf and bring these systems online. From a customer's perspective, they can be anywhere in the world to onboard these systems, they could be driving in a car, they could be sitting on a beach. Uh And and you know, these systems are automatically on boarded through this cloud operational model which is delivered through the SAAS application for our customers. Another big example. All that I'd like to shed light on is intent based provisioning. Uh So Dave typically provisioning a workload within a data center is an extremely spreadsheet driven trial and error kind of a task. Which system do I land it on? Uh Is my existing sl is going to be affected which systems that loaded which systems are loaded enough that I put this additional workload on it and the performance doesn't take. All of these decisions are trial and error on a constant basis with cloud Data services console along with the electron new systems that are constantly in a loop back information feeding uh Typical analytics to the console. All you need to do is to describe the type of the workload and the intent of the workload in terms of block size S. L. A. That you would like to experience at that point. Data services console consults with intra site at the back end. We run through thousands of data points that are constantly being given to us by your fleet and we come back with a few recommendations. You can accept the recommendation and at that time we go ahead and fully deploy this workload on your behalf or you can specify a particular system and then people try to enforce the S. L. A. On that system. So it completely eliminates the guesswork and the planning that you have to do in this regard. Uh And last but not the least. Uh You know, one of the most important things is, you know, upgrades has been a huge problem for our customers. Uh And typically oftentimes when you're not in this constant, you know, loop back communication with your customers. It often is a big challenge to identify which release or which bug fix or which update goes on to which particular machine, all of that has been completely taken away from our customers and fully automated. Uh We run thousands of signatures across are installed base. We identify which upgrades need to be curated for which machines in a fleet for a particular customer. And then if it applies to that customer we presented, and if the customer accepts it, we automatically go ahead and upgrade the system and and and last, but not the least from a global management perspective. Now, a customer has an independent data view of their data estate, independent from a storage estate and data services. Council can blend the two to give a consistent view or you can just look at the fleet view or the data view. >>It's kind of the holy Grail. I mean I've been in this business a long time and I think I. T. People have dreamt about you know this kind of capability for for a long long time. I wonder if we could sort of stay on the customers for a moment here and and talk about what's enabled. Now. Everybody's talking digital transformation. I joke about the joke. Not funny. The force marched to digital with Covid. Uh and we really wasn't planned for but the customers really want to drive now that digital transfer some of them are on the back burner and now they're moving to the front burner. What are the outcomes that are that are enabled here? Omar. >>Excellent. So so on on a typical basis for a traditional I. T. Customer this cloud operational model means that you know information technology staff can move a lot faster and they can be a lot more productive on the things that are directly relevant to their business. They can get up to 99% of the savings back to spend more time on strategic projects or best of all spend time with their families rather than managing and upgrading infrastructure and fleets of infrastructure. Right for line of business owners, the new experience means that their data infrastructure can be presented can be provision where the self service on demand type of capability. Uh They necessarily don't have to be in the data center to be able to make those decisions. Capacity management, performance management, all of that is died in and presented to them wherever they are easy to consume. SaS based models and especially for data innovators, whether it's D B A s, whether it's data analysts, they can start to consume infrastructure and ultimately data as a code to speed up their app development because again, the context that we're bringing forward is the context of data decoupling it from. Actually, storage management, storage management and data management are now two separate domains that can be presented through a single console to tie the end to end picture for a customer. But at the end of the day, what we have felt is that customers really, really want to rely and move forward with the data management and leave infrastructure management to machine oriented task, which we have completely automated on their behalf. >>So I'm sure you've heard you got the memo about, you know, H H p going all in on as a service. Uh it is clear that the companies all in. How does this announcement fit in to that overall mission? Cindy >>dave We believe the future is edge to cloud and our mission is to be the edge to cloud platform as a service company and as as HB transforms HP Green Lake is our unified cloud platform. Hp Green Link is how we deliver cloud services and agile cloud experiences to customers applications and data across the edge to cloud. With the storage announcement that we made recently, we announced that we're expanding HB Green Lake with as a service transformation of the HPV storage business to a cloud native software defined data services business. And this expands storage as a service, delivering full cloud experience to our customers data across edge and on prem environment across the board were committed to being a strategic partner for every one of our customers and helping them accelerate their digital transformation. >>Yeah, that's where the puck is going guys. Hey as always great conversation with with our friends from HP storage. Thanks so much for the collaboration and congratulations on the announcements and and I know you're not done yet. >>Thanks. Dave. Thanks. Dave. >>Thanks. Dave. It's a pleasure to be here. >>You're very welcome. And thank you for being with us for hp. You discovered 2021 you're watching the cube, the leader digital check coverage. Keep it right there, but right back. >>Yeah. Yeah.

>>Welcome back to HPD discovered 2021 the virtual version of the show. My name is Dave valentin. You're watching the cube we're here with David Harvey is the vice president of strategic alliances at VM. David. Good to see you. How you doing? >>I'm well thanks. David yourself you've been good, >>yep dude, great, thank you. Hey, you've heard the term follow the money, we're going to follow the data. How about so HP and Wien? You're celebrating a 10 year milestone in your alliance. That's a lot of good parties at at the HP discover shows and uh of course we miss miss being face to face this year but next year we'll be back rocking but uh talk a little bit about what that milestone means to you. >>Yeah, Thanks. Dave. And you're right. It is a milestone. I mean when >>you look at alliances or >>Partnerships overall, it's crazy that you can maintain this depth of partnership is depth of relationship and this success for 10 years. I mean H. P. Was our number one alliance that we started working with when we started being X number of years ago. Um and the reason for that was that we really came together from the very start with a philosophy about the approach we wanted to provide to the customer and also the synergy of technology um and 10 years is a long time. I mean, how many alliances that you've seen in the industry Um that have managed to maintain for 10 years and we're stronger than ever as we come into this point and that's amazing. So from that point of view we're really excited for this 10 year milestone. We're really pleased at the investment from both sides as maintained and grown through that time period. Um and as you said, it's a shame we're not doing this in person, but this is a great event for us and that's why we're so proud to be top sponsor this year and supporting the charge for discovered. Well, >>congratulations on that milestone immunity. So often when I talk to folks that are in your role, they'll complain and yeah, we do it. We have a lot of numbers, but not a lot of marijuana and not a lot of fruitful partnerships and they'll do barney deals. I love you, you love me, you will do a press release, but it's not driving and I happen to know that the HPV in relationship is very productive and I think, you know, one of the key moves when when HP split itself into it took its, you know, competitive data protective product that sold that off and then that just opened up a whole new opportunity for the relationships and was a game changer. So but looking back, what do you think was the meaningful sort of investment that the alliance has really made together? >>Yeah, great question. >>And it's a really >>cheesy answer, but it's, it's one of those very rare scenarios, where is the truth and his death? You know, the depth of discussion from the very start was really what >>Built that foundation, we were the launch back up part of the three >>part, um, and every release team has done since then has had a key HP component to it. And more importantly, as you said, as HP has evolved through that period, the divestiture and >>the overall movement of their portfolio. >>We've continued to listen to each other on what >>is important to both parties. But while that's great from the relationship and the alliance, >>the one thing that's never changed is the response of the customer to saying, not only have you integrated together on technology, you've unified your message, you provide a supply chain that is meaningful to my business by simplifying and providing value and you continue to evolve. You continue to adjust and move as you've gone through the time period and our needs have changed. I mean we started with servers, we worked with storage, we're with green lake esmeralda like all across that portfolio. We found a way to continue to listen to each other and what's important and that's been q. >>So what are the waves that you're, you're surfing here, You put on the binoculars and look forward. What are going to be the most important areas that you guys invest in and focus on in the future? >>Yeah, great question. I mean we're focused on three things for the, for the medium to short term here and looking at there is rapidly recovering your data. You know, the news at the moment is exploding related to issues companies are having, which is so unfortunate and recovering data quickly. It's an economic component is not just about the ability to do it fast, it's about the fact that the quicker you bring data back in this circumstance where you have to, the better it is for your bottom line. We also simplify that data protection and the reason for that is that if you look at the diversity of the portfolio HP has, you want unification regardless of what products you're buying from HP, you want to make sure that you're working with solutions that work with all of those different parts of it. As I mentioned, service storage as moral Green Lake et cetera. And so that simplification of data protection is huge. And finally it's getting your data protection as a service. We've been working with Green Lake for a good number of years now and it's one of the fastest growing areas of our partnership. But if you bring those three things together, the customers are deciding that modern data protection needs that they have, they're looking at the hybrid world, they're looking at all parts of the portfolio from the thought leaders, they work with specifically HP and they're wanting to make sure that they've got that unification moving >>forward and that whatever >>decisions they make with the infrastructure, the underlying protection of their data continues to be a core component that they can evolve with as they move their needs forward. >>You talk about that speedy recovery, there's so much in the news today, we're seeing all this, all this ransomware, I mean it's bringing down organizations, it's affecting supply chains all over the world very concerning. And there's two dimensions here. One is the speed to recover. We can all relate, you know, when your laptop freezes like, oh, I gotta reboot and it takes five minutes and you're frustrated. Imagine your whole business, you know, it takes half a day to recover. That's huge. The other dimension, of course, is how much data you lose in that recovery and you try to compress that arpeggio right is to so as tight as possible. And that's the other sort of value that that customers look for from a combination of HP envy them. So, but I want to ask you so we're here at HP covering HP discover you can't talk about hB without getting a kool aid injection of Green Lake and as a service. And we're how are you guys sort of addressing those as a service needs for today's customers? >>Yeah, it's a great question. And by the way, kudos, you can be a salesperson force with our pos and all those keywords. I love it. But what I would say overall is that when you look at the changing way customers are spending, um it depends on where they're structuring their financial desires, whether it's the Capex world, the optics world etcetera. And Green Led by its nature allows you to look at having the control of a physical component. But having the economic structure of in some respects pay as you go when you look at it in that component. And so you're avoiding that capital investment concern. But you're getting the power and the strength of the management component as well. And that's what's really important. I mean when you look at overall movement. S you did a really interesting report recently and they're saying that spending on data center protection is gonna grow 50% this year in 2021. Looking at improving that level of key component for their data centers as they go through that modernization and so from that point of view, what we're seeing and this is applicable for HP more than anybody else. Is that the speed that they came out with the Green Lake a number of years ago allowed customers, especially the big enterprises, we're having a massive amount of success together, enabled them to decide the economic buying model that they wanted and to combine that with the best of breed service and management and control. So from our point of view, that's something we've been investing within a long period of time now, not only on the solutions but also on how we go to market together. Our field team is working very closely with their field team within Green Lake to be there so that the customer can utilize it as a tool and not feel like they're having a different conversation because we're so baked in with the rest of the organization. So from our point of view, Green like his key to how things are moving forward and other things that the storage departments doing as well as they look at some of their >>new >>ways with their announcements we've, they've recently made with buying down on demand and new products they're having. So it's allowing the customer to have that choice and from us, it forms a core component of how we're working together. However you >>decide you want to consume the HP >>portfolio. You should have the ability for us to seamlessly work with it. And to your point, that's why that growth rate on our oi but more importantly on the revenue and the amount of growth of our customers year over year have really embraced that synchronization together. >>David, I think of your thoughts on containers. Generally. I want to I want to talk about the casting acquisition specifically but I want to ask about it in the context of the two things. One is just kind of the overall where you see that going and and how you're working with H. P. E. On that. But the other is as it relates to two of the most vexing problems for I. T. Folks in the past have been been security and data protection and their their their adjacency is you're not a security company but it's a kind of a cousin if you will. And and both of those areas have always been an afterthought. After you get snake bitten, you close the barn door kind of thing and it's a bolt on. Okay. I got my application it's all hard and I got my database and ready to go oh hey how do we back this thing up as an afterthought when I think containers and and and I think kubernetes I think developers I think infrastructure as code and now you're designing in security and data protection focusing on the ladder obviously how does the cast and acquisition and what H. P. S doing on containers fit into that context and how do you see it evolving overall. >>Yeah that's a great question. And there's two pastoring. I mean if you look at the way that HP moves to market and you look at the themes and the focus they've had now for the last three plus years with regard to that data center transformation and the movement and modernization of it. This has been a part of it but as you exactly said this is a new type of context point has come in. Obviously we acquired casting as you alluded to early in 2020 because for us we absolutely believe that this is a core component righty and you raised the point perfectly there Dave it used to be a component after you're snakebit, it's not today. I mean you alluded to it with regard to what's going on in the news over the last few weeks or so. It's nowhere near an afterthought Now it's a component that's built in from the start and that's why when you look at some of those studies about the spend in this area overall it isn't an afterthought anymore but I agree with you, it was when you look back a number of years and so for us casting build a very key area of our portfolio but it also allowed us with HP to double down on another area of investment for themselves. Esmeralda is a key play for HP moving forward. You can get casting on the Admiral marketplace and that's another example, as I was saying, it doesn't matter how you keep evolving your relationship with HP, how you keep drawing down from the portfolio, you want to make sure that the data protection, you've got the simplified data protection across all of these areas, is there from the start? And what we're finding is with Greenfield sites with new applications with new deployments where containers kubernetes really comes into play. They are looking to buy it together at the start so that they can focus on learning, acquiring deploying and really maximizing the benefit of kubernetes and not worry about that snakebite component you talked about. So for us, you know, it supports our portfolio and it allows us to stay with HP as they continue to evolve their strategy. >>That SG Stat of 50% growth in data protection is pretty amazing and it's funny, I think back to the insight acquisition of'em and you know, conventional wisdom would have said, oh wow, what a bummer. They bought this thing right before a global pandemic, in an economic downturn, it's but in this, in your businesses like real estate with pre pandemic post pandemic evaluation should be skyrocketing is is a function of of the heightened focus on digital and security and data protection. So it's really an exciting time. Um if I were to ask you this question 10 years ago, where where hp envy emceeing joint success in the marketplace, it would have been, well of course virtualization, it's all the rage. Where are you seeing success today? >>And that's a great question and it's >>interesting you talk about it with the pandemic. >>I'll be honest, the >>last recession us had, I was in the digital messaging market and at that >>point when economies get tight, everybody invest >>in cheaper types of marketing, which is digital messaging. Now, we've got a pandemic and guess what, everybody's looking at this area of the market again with protection. And I think to your point, it's a great question. What we're finding is the word hybrid and it's it's a well overplayed term, but it's reality of the scenario. You know, we came through and started our journey of being here in the virtual world, but we moved into the physical and that's where we've been having so much success with HP as well. And now as we move towards that cloud world, um and to a degree, the application world with Office 365 etcetera. What you're seeing is that hybrid me, we're seeing that the large enterprises that have relied on HP for so many years are also looking for that ubiquitous data protection layer >>and because we >>have it so >>well baked into all the >>different parts of the portfolio, it's a seamless ability to just continue to expand the utilization of the portfolio. So from our point of view, we're seeing fantastic enterprise success. We're seeing it in some of these verticals >>like medical, like >>financial, the big corporate pillars of society is related to the economic and industrial models. We're seeing those areas come on board, but we're also seeing, people will look at what I would classify some of the Greenfield projects and that's a different viewpoint because if you look back at the history of HP as well, they were fantastic >>provider for the >>foundation of the core business. Now, what we're finding is that coming to HP envy and saying, Hey, new areas Greenfield want to start fresh with a new approach, less of the legacy concern I've had before. How can we look at these new projects I'm working on? So we're seeing in the enterprise, we're seeing in what I would classify as traditional type of verticals and now we're starting to see that acceleration in some of these Greenfield projects, which is key. And that's something we've really, really enjoyed. And last part I'd say on that one as well is from a geographic basis. We are seeing >>all of our regions come up. Um and the reason why >>that's important is sometimes you see alliances that have success in one market or one area, we're seeing the year >>over year growth in >>a mere be faster than we've ever seen. We're seeing are America's growth growth year over year and Asia is continuing to explode for us together. And so from that point of view, I think what that's >>telling us is that the customers resonate on what we're producing together. And so from >>that point of view we're very >>ubiquitous in our level of value to customers and we're hoping to carry that on moving >>forward. Well it's >>two trusted brands. Obviously, you know the Hewlett Packard Enterprise name and that stands out and is no longer a start up with a funny name is You've proven in the marketplace, you just had a major release. I think it was V- 11. I'm not great the greatest products but um earlier this year, wondering how that impacted the alliance. Was that fit? >>Yeah. Great question. And to your point, some people still have trouble with the name but overall you're right, we do tend to find that we're in a good spot nowadays with regards to recognition. And I D. C just >>released some >>fantastic statistics on growth and another record breaking year for being both from the sequential growth and the year over year growth For the second half of 2020. Moving us up into the number two position for the first time, which again is a testament to the success were also having with hp and when you look at what happened on V 11, because as I mentioned at the start of this discussion, every one of our major releases has had HPV baked into it. And V 11 was a big release for us. There was a lot of pent up development work we were trying to get done and what we focused on with this again, especially for the enterprise, was looking at the HP portfolio and looking at faster speeds, faster speeds, have an economic value. We increased our speed and performance with HP Primera. We increase it with HP Nimble. We also made a really significant when we're working with HB store. Once we did a lot of evolution on that for a huge space savings which together really values the customer and then finally where we've also found the customers asked for a lot of development from us together is consolidated with an all in one backup type of approach with the HP Apollo series. So from that point of view, we focused on the experience of the customer because the integrations are so solid. We're now fine tuning to increase that ri for the customer and V 11 was a big component of that. >>What I love about Wien David. So I used to be an I. D. C. For years and you just mentioned that the study that came out and you're number two and I've been talking a lot of your executives recently, you've, you've thrown out that stand a lot number two. Number two. But, but when I was about to see everybody wanted to be number one at something. So you could say, oh, hey, we're number one backup company with the green logo. Hey, we're number one, but you're not doing that. And I'm joking about the green logo, but you actually are the number one. I think I'm correct in saying this, the number one pure play and back up in data protection. And you don't, you don't stand up on that mantle. And I was asking some executives why? And you're like, well, no, because we want to be number one, that's what, that's our objective. You know, we're not going to claim number one now until we get the number one will claim real number one. So I like that about you guys, you, you set the mark, the mark high. But so I love that. Um, >>I appreciate I have >>how should people be thinking about the future of your relationship with H. P. E. You know, the rest of this year and beyond? >>Yeah, great question. And I do really do appreciate that comment because it's an easy one to sort of pick up on it. And it comes down to the attitude. It comes down to our attitude with regards to there's nothing wrong with fight. There's nothing wrong with making sure that you continue to have a north star that you never want to stop getting too. And I think that's a testament to the development of the products and, and overall our attitude to working in the field and working with our alliances And when you look about, when you ask the question, excuse me Dave about, you know, where do we see the HP envy moving forward, >>consistency, consistency >>Is key for us for 10 years, we've been consistent in providing value And we want to continue doing that for another 10 years moving forward. And as we evolve our portfolio and you look at our Act two and as you talked about some of the things you've talked to, other executives about when you look at, we're moving forward, we're doing that in conjunction and we believe as you move forward with regard to some of the things HPR Do we want that consistency of integration? We want that consistency of experience to the customer. We want that consistency of listening and developing our engineering resources together to address that need. And again, it sounds like a really obvious answer and it is, but the difference on the back of this one, to be honest with you, Davis, we proved this again and again and again. And as you look at the Truman data protection solution and you do it in conjunction with HP, it's one of those things where we're so proud to make sure we keep working hard together and pushing each other to be better for our customers, that we're really excited about how it moves forwards. Were also, and again, we're not going into any juicy secrets here, but I wouldn't be surprised if V 12 that comes here in in the future also has another little nice street related to HPV as well. So from that point of view, um, you should have consistency, you should have trust and you should be excited about the fact that the investment and the joint alliance is stronger than it's ever been. >>Well, you guys are setting the marks. Uh, certainly the competitive landscape gets tougher and tougher, but you guys are are leading, you're moving fast, you get a great product to move at the speed, the speed you're, you are and growing at the pace you are for a billion dollar company is impressive. So congratulations on that and you're not done yet. So thanks >>for, thanks for that. We're excited about discover here. This is again, another, I think this is almost the ninth plus year. We've been been a strong sponsor of it. We're excited about H. P. S future as well here together. Um, >>and hey, we do this together. So we're great to see >>it moving forwards. >>David, Great to see you again. Thanks so much. >>Thanks so much. Dave as always appreciate the time. >>Thank you for being with us for hp. You discover 2021, the virtual edition. You're watching the Cube, the leader in digital tech coverage. Mhm. Mhm

(digital music) >> Hello everyone. And welcome to theCUBE where we're covering the recent news from Hewlett Packard Enterprise Making Moves and Storage. And with me are Omer Asad, Vice President and General Manager for Primary Storage, HCI and Data Management at HPE and Sandeep Singh who's the Vice President of Storage Marketing at Hewlett Packard Enterprise. Gentlemen, welcome back to theCUBE. Great to see you both. >> Dave its a pleasure to be here. >> Always a pleasure talking to you Dave thank you so much. >> Oh, it's my pleasure. Hey, so we just watched HPE make a big announcement and I wonder Sandeep, if you could give us a quick recap. >> Yeah, of course Dave. In the world of enterprise storage there hasn't been a moment like this in decades, a point at which everything is changing for data and infrastructure and it's really coming at the nexus of data, cloud and AI that's opening up the opportunity for customers across industries to accelerate their data-driven transformation. Building on that we just unveiled a new vision for data that accelerates the data driving transformation for customers edge to cloud. And to pay that off we introduce a new data services platform that consists of two game-changing innovations. First it's a data services cloud console which is a SaaS based console that delivers cloud operational agility for customers. And it's designed to unify data operations through a suite of cloud services. Though our second announcement is HPE Electra. HPE Electra is a cloud native data infrastructure portfolio to power your data edge to cloud. It's managed natively with data services cloud console and it brings that cloud operational model to customers wherever their data lives. These innovations are really combined with our industry leading AIOPS platform which is HPE InfoSight and combine these innovations radically simplify and bring that cloud operational model to customers our data and infrastructure management. And it gives the opportunity for streamlining data management across the life cycle. These innovations are making it possible for organizations across the industries to unleash the power of data. >> That's kind of cool. There're a lot of the stuff we've been talking about for all these years is sort of this unified layer across all clouds on-prem, AI injected in I could tell you're excited and it sounds like you you can't wait to get these offerings in the hands of customers, but I wonder we get back up a minute. Omer, maybe you could describe the problem statement that you're addressing with this announcement. What are customers really pain points? >> Excellent question, Dave. So in my role, as the General Manager for Data Management and Storage here at HPE I get the wonderful opportunity to talk to hundreds of customers in a year. And, you know, as time has progressed as the amount of data under organizations' management has continued to increase, what I have noticed is that recently there are three main themes that are continuously emerging and are now bubbling at the top. The first one is storage infrastructure management itself is extremely complex for customers. While there have been lots of leaps and down progress in managing a single array or managing two arrays with a lot of simplification of the UI and maybe some modern UIs are present but as the problem starts to get at scale as customers acquire more and more assets to store and manage their data on premise the management at scale is extremely complex. Yes, storage has gotten faster, yes, flash has had a profound effect on performance availability and latency access to the data but infrastructure management and storage management as a whole has become a pain for customers and it's a constant theme as storage lifecycle management comes up storage refresh has come up and deploying and managing storage infrastructure at scale comes up. So that's one of the main problems that I've been seeing as I talk to customers. Now, secondly, a lot of customers are now talking about two different elements. One is storage and storage deployment and life cycle management. And the second is the management of data that is stored on those storage devices. As the amount of data grows the silos continue to grow a single view of life cycle management of data doesn't, you know, customers don't get to see it. And lastly, one of the biggest things that we see is a lot of customers are now asking, how can I extract a value from this data under my management because they can't seem to parse through the silos. So there is an incredible amount of productivity lost when it comes to data management as a whole, which is just fragmented into silos, and then from a storage management. And when you put these two together and especially add two more elements to it which is hybrid management of data or a multicloud management of data the silos and the sprawl just continues and there is nothing that is stitching together this thing at scale. So these are the three main themes that constantly appear in these discussions. Although in spite of these a lot of modern enhancements in storage >> Well, I wonder if I could comment guys 'cause I've been following this industry for a number of years and you're absolutely right, Omer. I mean, if you look at the amount of money and time and energy that's spent into or put into the data architectures people are frustrated they're not getting enough out of it. And I'd note that, you know, the prevailing way in which we've attacked complexity historically is you build a better box. And well, while that system was maybe easier to manage than the predecessor systems all it did is create another silo and then the cloud, despite its impaired simplicity that was another disconnected siloed. So then we threw siloed management solutions at the problem and we're left with this collection of point solutions with data sort of trapped inside. So I wonder if you could give us your thoughts on that and you know, do you agree, what data do you have around this problem statement? >> Yeah, Dave that's a great point. And actually ESG just recently conducted a survey of over 250 IT decision makers. And that actually brings one of the perfect validations of the problems that Omer and you just articulated. What it showed is that 93% of the respondents indicated that storage and data management, that complexity is impeding their digital transformation. On average, the organizations have over 23 different data management tools which just typifies and is a perfect showcase of the fragmentation and the complexity that exists in that data management. And 95% of the respondents indicated that solving storage and data management that complexity is a top 10 business initiative for them. And actually top five for 67% of the respondents. So it's a great validation across the board. >> Well, its fresh in their minds too, because pre pandemic there was probably, you know, a mixed picture, right. It was probably well there's complacency or we're not moving fast enough, we have other priorities, but they were forced into this. Now they know what the real problem is it's front and center. Yeah, I liked that you're putting out there in your announcement this sort of future state that you're envisioning for customers. And I wonder if we could sort of summarize that and share with our listeners that vision that you unveiled what does it look like and how are you making it real? >> Yeah, overall, we feel very strongly that it's time for our customers to reimagine data management. And our vision is that customers need to break down the silos and complexity that plagues the distributed data environments. And they need to experience a new data experience across the board that's going to help them accelerate their data-driven transformation and we call this vision Unified DataOps. Unified DataOps integrates data-centric policies across the board to streamline data management, cloud-native control and operations to bring that agility of cloud and the operational model to wherever data lives. And AI driven insights and intelligence to make the infrastructure invisible. It delivers a whole new experience to customers to radically simplify and bring the agility of cloud to data and data infrastructure, streamlined data management and really help customers innovate faster than ever before. And we're making the promise of Unified DataOps real by transforming the entire HPE storage business to a cloud native software defined data services and that's through introducing a data services platform that expands HPE GreenLake. >> I mean, the key word I take away there Sandeep, is invisible. I mean, as a customer I want you to abstract that complexity away that underlying infrastructure complexity I just don't want to see it anymore. Omer, I wonder if we could start with the first part of the announcement maybe you can help us unpack data services, cloud console. I mean, you know, people are immediately going to think it's just another software product to manage infrastructure. But to really innovate, I'm hoping that it's more than that. >> Absolutely, Dave, it's a lot more than that. What we have done fundamentally at the root of the problem is we have taken the data and infrastructure control away from the hardware and through that, we provided a unified approach to manage the data wherever it lives. It's a full blown SaaS console which our customers get onto and from there they can deploy appliances, manage appliances, lifecycle appliances and then they not only stop at that but then go ahead and start to get context around their data. But all of that (indistinct) available through a SaaS platform, a SaaS console as every customer onboards themselves and their equipment and their storage infrastructure onto this console then they can go ahead and define role-based access for different parts of their organization. They can also apply role-based access to HPE GreenLake management personnel so they can come in and do and perform all the operations for the customers via the same console by just being another access control methodology in that. And then in addition to that, as you know, data mobility is extremely important to our customers. How do you make data available in different hyperscaler clouds if the customer's digital transformation requires that? So again, from that single cloud console from that single data console, which we are naming here as data services console customers are able to curate the data, maneuver the data, pre-positioned the data into different hyperscalers. But the beautiful thing is that the entire view of the storage infrastructure, the data with its context that is stored on top of that access control methodologies and management framework is operational from a single SaaS console which the customer can decide to give access to whichever management entity or authority comes into help them. And then what this leads us into is then combining these things into a northbound API. So anybody that wants to streamline operational manageability can then use these APIs to program against a single API which will then control the entire infrastructure on behalf of the customer. So if somebody dare what this is it is bringing that cloud operational model that was so desired by each one of our customers into their data centers and this is what I call an in-place transformation of a management experience for our customer by making them seamlessly available on a cloud operational model for their infrastructure. >> Yeah, and you've turned that into essentially an API with a lot of automation, that's great. So, okay. So that's kind of how you're trying to change the game here you're charting new territory. I want you to talk, you talked to hundreds and hundreds of customers every year I wonder if you could paint a picture from the customer perspective how does their experience actually change? >> Right, that's a wonderful question, Dave. This allows me to break it down into bits and bytes further for you and I love that, right. So the way you look at it is, you know, recently if you look at the storage management, as we talked about earlier, from an array perspective or maybe two arrays perspective has been simplified I mean, it's a solved problem. But when you start to imagine deploying hundreds of arrays and these are large customers, they have massive amounts of data assets, storage management hasn't scaled along as the infrastructure scales. But if you look at the consumer world you can have hundreds of devices but the ownership model is completely (indistinct). So the inspiration for solving this problem for us actually was inspired from consumerization of IT and that's a big trend over here. So now we're changing the customer's ownership model, the customer's deployment model and the customer's data management model into a true cloud first model. So let me give some of the examples of that, right. So first of all, let's talk about deployment. So previously deployment has been a massive challenge for our customers. What does deployment in this new data services console world looks like? Devices show up, you rack them up and then you plug in the power cable, you plug in the network cable and then you walk out of the data center. Data center administrator or the storage of administrator they will be on their iPad, on their data services console, or iPhone or whatever the device of their choice is and from that console, from that point on the device will be registered, onboarded, its initial state will be given to it from the cloud. And if the customer has some predefined States for their previous deployment model already saved with the data console they don't even need to do that we'll just take that and apply that state and induct the device into the fleet that's just one example. It's extremely simple plug in the power cable, plug in the network cable and the data center operational manager just walks out. After that you could be on the beach, you could be at your home, you could be driving in a car and this don't, I advise people not to fiddle with their iPhones when they're driving in a car, but still you could do it if you want to, right. So that's just one part from a deployment methodology perspective. Now, the second thing that, you know, Sandeep and I often bounce ideas on is provisioning of a workload. It's like a science these days. And is this array going to be able to absorb my workload, is the latency going to go South does this workload latency profile match this particular piece of device in my data center? All of this is extremely manual and it literally takes, I mean, if you talk to any of the customers or even analysts, deploying a workload is a massive challenge. It's a guesswork that you have to model and, you know basically see how it works out. I think based on HPE InfoSight, we're collecting hundreds and millions of data points from all these devices. So now to harness that and present that back to a customer in a very simple manner so that we can model on their behalf to the data services console, which is now workload of it, you just describe your workload, hey, I'm going to need these many IOPS and by the way, this happens to be my application. And that's it. On the backend because we're managing your infrastructure the cloud console understands your entire fleet. We are seeing the statistics and the telemetric coming off of your systems and because now you've described the workload for us we can do that matching for you. And what intent based provisioning does is describe your workloads in two or three clicks or maybe two or three API construct formats and we'll do the provisioning, the deployment and bringing it up for you on your behalf on the right pieces of infrastructure that matched it. And if you don't like our choices you can manually change it as well. But from a provisioning perspective I think that took days can now come down to a couple of minutes of the description. And lastly, then, you know, global data management distributed infrastructure from edge to cloud, invisible upgrades, only upgrading the right amount of infrastructure that needs the upgrade. All of that just comes rolling along with it, right. So those are some of the things that this data services console as a SaaS management and scale allows you to. >> And actually, if I can just jump in and add a little bit of what Omer described, especially with intent-based provisioning, that's really bringing a paradigm shift to provisioning. It's shifting it from a LAN-centric to app-center provisioning. And when you combine it with identity management and role-based access what it means is that you're enabling self-service on demand provisioning of the underlying data infrastructure to accelerate the app workload deployments. And you're eliminating guesswork and providing the ability to be able to optimize service level objectives. >> Yeah, it sounds like you've really nailed that in an elegant way that provisioning challenge. I've been saying for years if your primary expertise is deploying logical unit numbers you better find some other scales because the day is coming that that's just going to get automated away. So that's cool. There's another issue that I'm sure you've thought about but I wonder if you could address, I mean, you've got the cloud, the definition of cloud is changing that the cloud is expanding to on-prem on-prem expand to the cloud. It's going out to the edge, it's going across clouds and so, you know, security becomes a big issue that threat surface is expanding, the operating model is changing. So how are you thinking about addressing those security concerns? >> Excellent question, Dave. So, you know, most of the organizations that we talked to in today's modern world, you know almost every customer that I talk to has deployed either some sort of a cloud console where they're either one of the customers were the hyperscalers or you know, buy in for SaaS-based applications or pervasive across the customer base. And as you know, we were the first ones to introduce the automatic telemeter management through HPE InfoSight that's one of the largest storage SaaS services in production today that we operate on behalf of our customers, which has, you know, Dave, about 85% connectivity rate. So from that perspective, keeping customer's data secure, keeping customer's telemetry information secure we're no stranger to that. Again, we follow all security protocols that any cloud operational SaaS service would do. So a reverse handling, the firewall compliancy security audit logs that are published to our customers and published to customers' chief information security officers. So all of those, you know what I call crossing the T's and dotted the I's we do that with security expert and security policies for which each of our customers has a different set of rules. And we have a proper engagement model that we go through that particular audit process for our customers. Then secondly, Dave the data services cloud console is actually built on a fundamental cloud deployment technology that is not sort of that new. Aruba Central which is an Aruba management console which is also an HPE company it's been deployed and it's managing millions of access points in a SaaS framework for our customers. So the fundamental building blocks of the data storage console from a basic enablement perspective come from the Aruba Central console. And what we've taken is we've taken those generic cloud-based SaaS services and then built data and storage centric SaaS services on top of that and made them available to our customers. >> Yeah, I really like the Aruba. You picked that up several years ago and it's same thing with InfoSight the way that you bring it to other parts of the portfolio those are really good signs to watch of successful acquisitions. All right, there's a lot here. I want to talk about the second part of the announcement. I know you're a branding team you guys are serious about branding that new product brand. Maybe you could talk about that. >> So again, so delivering the cloud operational model is just the first piece, right. And now the second part of the announcement is delivering the cloud native hardware infrastructure which is extremely performing to go along with this cloud operational model. So what we have done Dave, in this announcement is we've announced HPE Electra. This is our new brand for our cloud native infrastructure to power your data and its appliances from core to the edge, to the cloud, right. And what it does is it takes the cloud operational model and this hardware is powered by that, it's completely wrapped around data. And so HPE Electra is available in two models right now, the HB electron 9,000 which is available for mission critical workloads for those high intensity workloads with a hundred percent availability guarantee where no failure is ever an option. And then it's also available as HPE Electra, 6,000 which is available for general purpose, business critical workloads generally trying to address that mid range of the storage market. And both of these systems are full 100% NBME front and back. And they're powered by the same unified cloud management operational experience that the data cloud console provides. And what it does is it allows our customers to simplify the deployment model, it simplifies their management model and really really allows them to focus on the context, the data and their app diversity whereas data mobility, data connectivity, data management in a multicloud world is then completely obstructed from them. >> Dave: Yeah. >> Sandeep: And Dave. >> Dave: Go ahead, please. >> Just to jump in HPE Electra combined with data services cloud console is delivering a cloud experience that makes deploying and scaling the application workloads as simple as flipping a switch. >> Dave: Nice. >> It really does. And you know, I'm very comfortable in saying this you know, like HPE InfoSight, we were the first in the industry to bring AI-based elementary and support enabled metrics (indistinct). And then here with data services console and the hardware that goes with it we're just completely transforming the storage ownership and a storage management model. And for our customers, it's a seamless non-disruptive upgrade with fully data in place upgrade. And they transform to a cloud operational model where they can manage their infrastructure better where they are through a complete consumer grade SaaS console is again the first of its kind when you look at storage management and storage management at scale. >> And I like how you're emphasizing that management layer, but underneath you got all the modern hardware technologies too which is important because it's a performance got to be, you know, a good price performance. >> Absolutely. >> So now can we bring this back again to the customers what are the outcomes that this is going to enable for them? >> So I think Dave, the first and the foremost thing is as they scale their storage infrastructures they don't have to think it's really as simple as yeah, just send it to the data center, plug in the power cable, plug in the network cable and up it comes. And from that point onwards the life cycle and the device management aspect are completely abstracted by the data services console. All they have to focus is I just have new capacity available to me and when I have an application the system will figure it out for me where they need to deploy. So no more needing the guesswork, the Excel sheets of capacity management, you know the chargeback models, none of that stuff is needed. And for customers that are looking to transform their applications customers looking to refactor their applications into a hyperscaler model or maybe transform from VM to containers, all they need to think about and focus is on that the data will just follow these workloads from that perspective. >> And Dave, just to almost response here as I speak with customers one of the things I'm hearing from IT is that line of business really wants IT to deliver that agility of cloud yet IT also has to deliver all of the enterprise reliability, availability, all of the data services. And what's fantastic here is that through this cloud operational model IT can deliver that agility, that line of business owners are looking for at the same time they've been under pressure to do a lot more with less. And through this agility, IT is able to get time back be able to focus more on the strategic projects at the same time, be able to get time back to spend more time with their families that's incredibly important. >> Omer: Right >> Well, I love the sort of mindset shift that I'm seeing from HPE we're not talking about how much the box weighs (laughing) we're talking about the customer experience. And I wonder, you know, that kind of leads me, Sandeep to how this kind of fits in to this new really, to me, I'm seeing the transformation before our eyes but how does it fit into HPE's overall mission? >> Well, Dave, our mission overall is to be the edge to cloud platform as a service company with HPE GreenLake, being the key to delivering that cloud experience. And as Omer put it, be able to deliver that cloud experience wherever the customer's data lives. And today we're advancing HPE GreenLake as a service transformation of the HPE storage business to a software defined cloud data services business overall. And for our customers, this translates to how to operational and ownership experience that unleashes their agility, their data and their innovation. So we're super excited >> Guys, I can tell you're excited. Thanks so much for coming to theCUBE and summarizing the announcements, congratulations and best of luck to both of you and to HPE and your customers. >> Thank you Dave. It was a pleasure. (digital music)

>>Good afternoon and welcome back to our audience here in Asia pacific This is Sandeep again uh from my home studio in Singapore, I hope you found the session to be insightful. I thought it was a key takeaway in terms of how you know the the world is going through a massive transformation, driven by underpinning the workload optimized solutions around up by round of security, 3 60 degree security. As Neil Mcdonald talked about underpinned by the scale, you know, whether you're on exa scale, compute public cloud or on the edge and that's kind of underpinning the digital transformation that our customers are going to go through. I have two special guests with me. Uh let me just quickly introduce them Santos restaurant martin who uh is the Managing director for intel in A P. K. And Dorinda Kapoor, Managing Director for HB Initial pacific So, good afternoon, both you gentlemen. >>Good afternoon. >>So Santos. My first question is to you, first of all, a comment, you know, the passion at which uh, pad Kill Singer talked through the four superpowers. That was amazing. You know, I could see that passion comes through the screen. You know, I think everybody in the audience could relate with that. We are like, you know, as you know, on the words of the launch, the gentle plus by power, but it's isolate processor from intel, what are you seeing and what do our customers should expect improvements, especially with regard to the business outcomes. >>Yeah, So first of all, thank you so much for having me in this session and, and as you said, Sandeep, I mean, you could really see how energized we are. And you heard that from pad as well. Uh, so we launched the third gen, intel, Xeon processors or isolate, you know about a couple of weeks ago and I'm sure, you know, there's lots of benefits that you get in these new products. But I thought what I'll do is I'll try and summarize them in three key buckets. The first one is about the performance benefits that these new products bring in. The 2nd 1 is the value of platforms and I think the last pieces about the partnerships and how it makes deployment really easy and simple for our customers. Let me start with the first one which is about performance and the and the big jump that we're staying. It's about a 46% performance, increased generation over generation. It's flexible, it's optimized performance from the edge to the cloud where you would see about 1.5 to 1.7 X improvements on key war clouds like the cloud five G I O D HPC and AI that are so critical all around us. It's probably the only data center processor that has built in A I acceleration that helps with faster analytics. It's got security optimist on intel SGX that basically gives you a secure on cliff when when sensitive data is getting transacted and it also has crypto acceleration that reduces any performance impact because of the pervasive encryption that we have all around us. Now The second key benefit is about platform and if you remember when we launch sky lake in 2017, we laid out a strategy that said that we are here to help customers >>move, >>store and process data. So it's not just the CPU that we announced with the third genitals, jOHn Announcements. We also announce products like the obtained persistent memory, 200 cds That gives you about a 32 higher memory bandwidth and six terabytes of memory capacity on stock. It the obtain S S D S, the intel internet, 800 cities adapter that gives you about 200 Gbps per port, which means you can move data much more faster and you have the intellectual X F P G s that gives you about a double the better fabric performance for what? Which means if there's key workloads that you want to go back and offloaded to a to a steak or a specific uh CPU then you have the F P G s that can really help you there Now. What does the platform do for our customers? It helps them build higher application and system level performance that they can all benefit from the last b which is the partnerships area is a critical one because we've had decades of experience of solution delivery with a broad ecosystem and with partners like HP and we build elements like the Intel select solution and the market ready solution that makes it so much more easier for our customers to deploy with Over 50 million Xeon scalable processes that is shipped around the world. A billion Xeon cores that are powering the cloud since 2013 customers have really a proven solution that they can work with. So in summary, I want you to remember the three key piece that can really >>help you be >>successful with these new products, the performance uplifted, you get generation over generation, the platform benefits. So it's not just the CPU but it's things around that that makes the system and the application work way better. And then the partnerships that give you peace of mind because you can go deploy proven solutions that you can go and implement in your organization and serve your customers better. >>Thanks. Thanks thanks and Tosha for clearly outlining, you know, the three PS and kind of really resonates well. Um, so let me just uh turn over you know, to Dorinda there in the hot, you know, there's a lot of new solutions, you're our new treaties that santos talked about security, you get a lot of performance benefits and yet our customers have to go through a massive amount of change from a digital transformation perspective in order that they take all the advantages in state competitive. We're using HP Iran addressing the needs for the challenges of our customers and how we really helping them accelerate their transformation journey. >>Yeah, sure. Sandeep, thanks a lot for the question. And you are right. Most of the businesses actually need to go uh digital transformation in order to stay relevant in the current times. And in fact actually COVID-19 has further accelerated the pace of digital transformation for uh most of our customers. And actually the digital transformation is all about delivering differentiated experiences and outcomes at the age by converting data collected from multiple different sources to insights and actions. So we actually an HP believe that enterprise of the future is going to be eight centric data driven and cloud enabled And with our strategy of providing H2 cloud platform and having a complete portfolio of uh software, networking computer and the storage solutions both at the age and court uh to of course collect, transmit secure, analyze and store data. I believe we are in the best position to help our customers start and execute on their transformation journey. Now reality is various enterprises are at different stages of their transformation journey. You know, uh we in HP are able to help our customers who are at the early stage or just starting the transformation journey to to help build their transformation broad maps with the help of our advisory teams and uh after that helped them to execute on the same with our professional services team. While for the customers who are already midway in the transformation journey, we have been helping them to differentiate themselves by delivering workload optimized solutions which provide latency, flexibility and performance. They need to turn data into insights and innovations to help their business. Now, speaking of the workload optimized solutions, HP has actually doubled down in this area with the help of our partners like Intel, which powers our latest Gentlemen plus platform. This brings more compute power, memory and storage capacity which our customers need as they process more data and solve more complex challenges within their business. >>Thank you. Thanks. And er in there I think that's really insightful. Hopefully you know our customer base, I will start joined in here, can hear that and take advantage of you know, how HP is helping you know, fast track the exploration. I come back to you something you don't like during the talk about expanding capacities and we saw news about you know Intel invest $20 billion dollars or so, something like that in terms of you know, adding capacities or manufacturing. So I'd like to hear from your perspective, you know how this investments which intel is putting is a kind of a game changer, how you're shaping the industry as we move forward. >>Yeah, I mean as we all know, I think there's accelerated demand for semiconductors across the world digitization especially in an environment that we're that we're going through has really made computing pervasive and it's it's becoming a foundation of every industry and our society, the world just needs more semiconductors. Intel is in a unique position to rise to that occasion and meet the growing demand for semiconductors given our advanced manufacturing scale that we have. So the intel foundry services and the that you mentioned is is part of the Intel's new I. D. M. Torrado strategy that Bad announced which is a differentiated winning formula that will really deliver the new era of innovation, manufacturing and product leadership. We will expand our manufacturing capacity as you mentioned with that 20 billion investments and building to fabs in Arizona. But there's more to come in the year ahead and these fans will support the expanding requirements of our current products and also provide committed capacity for our foundry customers. Our foundry customers will also be able to leverage our leading edge process, the treaty packaging technology, a world class I. P. Portfolio. So >>I'm really really >>excited. I think it's a truly exciting time for our industry. The world requires more semiconductors and Intel is stepping in to help build the same. >>Fantastic, fantastic. Thank you. Some potion is really heartening to know and we really cherish the long partnership, HP and Intel have together. I look forward that you know with this gentleman plus launch and the partnership going forward. You know, we have only motivation and work together. Really appreciate your taking the time and joining and thank you very much for joining us. >>Thank you. >>Thanks. >>Okay, so with that I will move on to our second segment and in white, another special guest and this is Pete Chambers who is the managing director for A N D N A P K. Good afternoon Pete. You can hear us Well >>I can. Thank you. Sandy, Great to be >>here. Good and thanks for joining me. Um I thought I just opened up, you know, like a comment around the 19 world Records uh, am D. N. H. We have together and it's a kind of a testament to the joint working model and relationship and the collaboration. And so again, really thank you for the partnership. We have any change. Uh, let me just quickly get to the first question. You know, when it comes to my mind listening over to what Antonio and Liza were discussing, you know, they're talking about there's a huge amount of flow of data. You know, the technology and the compute needs to be closer to where the data is being generated and how is A. M. D. You know, helping leverage some of those technologies to bring feature and benefits and driving outcome for customers here in asia. >>Yeah, as lisa mentioned, we're now in a high performance computing mega cycle driven by cloud computing, digital transformation five DNA. Which means that everyone needs and wants more computer IDC predicts that by 20 23/65 percent of the impact GDP will be digitized. So there's an inflection coming with digital transformation at the fall, businesses are ever increasingly looking for trusted partners like HP and HP and and to help them address and adapt to these complex emerging technologies while keeping their IT infrastructure highly efficient, you know, and is helping enable this transformation by bringing leadership performance such as high court densities, high PC and increased I. O. But at the same time offering the best efficiency and performance for what all third gen Epic. CPU support 100 and 28 lanes of superfast PC for connectivity to four terabytes of memory and multiple layers of security. You know, we've heard from our customers that security continues to be a key consideration, you know? And he continues to listen. And with third gen, Epic, we're providing a multitude of security features such as secure root of trust at the bios level which we work very closely with HP on secure encrypted virtualization, secure memory encryption and secure nested paging to really giving the customers confidence when designing Epic. We look very closely at the key workloads that our customers will be looking to enable. And we've designed Epic from the ground up to deliver superior experience. So high performance computing is growing in this region and our leadership per socket core density of up to 64 cause along with leading IO and high memory bandwidth provides a compelling solution to help solve customers most complex computational problems faster. New HP Apollo 6500 and 10 systems featuring third gen, Epic are also optimist for artificial intelligence capabilities to improve training and increased accuracy and results. And we also now support up to eight and instinct accelerators. In each of these systems, hyper converged infrastructure continues to gain momentum in today's modern data center and our superior core density helps deliver more VMS per CPU supported by a multitude of security virtualization features to provide peace of mind and works very closely with industry leaders in HD like HP but also Nutanix and VM ware to help simplify the customers infrastructure. And in recent times we've seen video. I have a resurgence as companies have looked to empower their remote employee remote employees. Third gen, Epic enables more video sessions per CPU providing a more cost optimized solution, simply put Epics higher core density per CPU means customers need fewer service. That means less space required, lower power and cooling expenditure and as a result, a tangibly lower total cost of ownership add to this the fact, as you mentioned that Andy Epic with HP of 19 world records across virtualization, energy efficiency, decision support, database workloads, etc. And service side java. And it all adds up to a very strong value proposition to encourage Cdos to embark on their next upgrade cycle with HP and Epic >>Interstate. Thank you Peter and really quite insightful. And I've just done that question over to Narendra Pete talked about great new technologies, new solution, new areas that are going to benefit from these technology enhancements at the same time. You know, if I'm a customer, I look at every time we talk about technology, you know, you need to invest and where is you know, the bigger concern for customers always wears this money will come from. So I want to uh, you know, uh, the if you share your insights, how is actually helping customers to be able to implement these technology solutions, giving them a financial flexibility so that they can drive business outcomes. >>Yes, and the very important point, you know, from how HP is able to help our customers from their transformation. Now, reality is that most of the traditional enterprises are being challenged by this new digital bond businesses who have no doubt of funding and very low expectation of profitability. But in reality, majority of the capital of these traditional enterprises has uh tied up in their existing businesses as they do need to keep current operations running while starting their digital transformation at the same time. This of course creates real challenges and funding their transformation. Now with HP, with our Green Lake Cloud services, we are able to help customers fund their transformation journey. Were instead of buying up front, customers pay only for what they consume as the scale. We are not only able to offer flexible consumption model for new investments but are also able to help our customers, you know, for monetize their capital, which is tied up in the old ICT infrastructure because we can buy back that old infrastructure and convert that into conception of frank. So while customers can continue to use those assets to run their current business and reality is HIV is the leader in the this as a service space and probably the only vendor to be able to offer as a service offering for all of our portfolio. Uh, if you look at the ideas prediction, 70 of the applications are not ready for public cloud and will continue to run in private environments in addition. And everybody talked about the beef for a I and you know, HPC as well as the edge and more and more workloads are actually moving to the edge where the public cloud will have for less and less a role to play. But when you look at the customers, they are more and more looking for a cloud, like business model for all the workloads, uh, that they're running outside the public cloud. Now, with our being like offering, we are able to take away all the complexity from customers, allowing them to run the workloads wherever they want. That means that the edge in the data center or in the cloud and consume in the way they want. In other words, we're able to provide cloud, like experience anytime, anywhere to our customers. And of course, all these Green Lake offerings are powered by our latest compute capabilities that HP has to offer. >>Thank you. Thank you, surrender. That's really, really, very insightful. I have a minute or two, so let me try to squeeze another question from your feet, you know, MD is just now introduced the third generation of epics and congratulations on that. How are you seeing that? Excellent. Helping you accelerate in this growth, in the impact? Uh, you know, the geography as as such. >>Sure, great question. And as I mentioned, you know, third gen Epic with me and and once again delivers industry leading solutions, bending the curve on performance efficiency and TCO helping more than ever to deliver along with HP the right technologies for today and tomorrow. You know, in the service space, it's not just about what you can offer today. You need to be able to predictably deliver innovation over the long term. And we are committed to doing just that, you know, and strategy is to focus on the customer. We continue to see strong growth both globally and in a pack in HPC cloud and Web tech manufacturing, Fc telco and public and government sectors are growth plan is focused on getting closer to our customers directly, engaging with HP and our partners and the end customer to help guide them on the best solution and assist them in solving their computing pain points cost effectively. A recent example of this is our partnership with palsy supercomputing center in Australia, where HP and M. D will be helping to provide some 200,000 cause across 1600 nodes and over 750 radio on instinct accelerators empowering scientists to solve today's most challenging problems. We have doubled ourselves and F8 teams in the region over the past year and will continue to invest in additional customer facing sales and technical people through 2021, you know, and has worked very closely with HP to co design and co developed the best technologies for our customers needs. We joined forces over seven years ago to prepare for the first generation of Epic at launch and you fast forward to today and it's great to see that HP now has a very broad range of Andy Epic servers spanning from the edge two extra scale. So we are truly excited about what we can offer the market in partnership with HP and feel that we offer a very strong foundation of differentiation for our channel partners to address their customers need to accelerate accelerate their digital transformation. Thank you. Sandy, >>thank you. Thanks Peter. And really it's been amazing partnering with the NDP here and thanks for your sponsorship on that. And together we want to work with you to create another 19 world records right from here in the issue. Absolutely. So with that we are coming to the end of the event. Really thanks for coming pete and to our audience here because the pig is being a great a couple of hours. I hope you all found these sessions very, very insightful. You heard from our worldwide experts as to where, you know, divorce, moving in terms of the transformation, what your hp is bringing to our compute workload optimized solutions which are going to go from regardless of what scale of computing you're using and wrapped around 3 60 security and then offer truly as a service experience. But before you drop off, I would like to request you to please scan the QR code you see on your screen and fill in the feedback form we have, you know, lucky draw for some $50 worth of vultures for the five lucky winners today. So please click up your phone and, you know, spend a minute or two and give us a feedback and thank you very much again for this wonderful day. And I wish everybody a great day. Thank you.

(upbeat music) >> Hello everyone, and welcome to The CUBE where we're covering the recent news from Hewlett Packard enterprise, making moves and storage. And with me are Omar Assad, vice president and general manager for Primary Storage, HCI and data management at HPE. And Sandeep Singh, who's the vice president of Storage Marketing at Hewlett Packard Enterprise. Gentlemen, welcome back to the CUBE Great to see you both. >> David, it's pleasure to be here. >> Always a pleasure talking to you David, thank you so much. >> Oh, it's my pleasure. Hey, so we just watched HPE make a big announcement and I wonder Sandeep if you could give us a quick recap. >> Yeah, of course, Dave. In the world of enterprise storage, there hasn't been a moment like this in decades upon at which everything is changing for data and infrastructure. And it's really coming at the nexus of data cloud and AI that's opening up the opportunity for customers across industries to accelerate their data-driven transformation. Building on that, we just unveiled a new vision for data that accelerates the data driving transformation for customers edge to cloud. And to pay that off, we introduce a new data services platform that consists of two game-changing innovations. First it's a data services cloud console which is a SAS based console that delivers cloud operational agility for customers. And it's designed to unify data operations through a suite of cloud services. Then our second announcement is HPE Electra. HB Electra is a cloud native data infrastructure portfolio to power your data edge to cloud. It's managed natively with data services cloud console and it brings that cloud operational model to customers wherever their data lives. These innovations are really combined with our industry leading AI ops platform which is HPE in foresight, and combine these innovations radically simplify and bring that cloud operational model to customers or data and infrastructure management. And it gives the opportunity for streamlining data management across the life cycle. These innovations are making it possible for organizations across the industries to unleash the power of data. >> That's kind of cool, I mean, a lot of the stuff we've been talking about for all these years is sort of this unified layer across all clouds on prem, AI injected in, I could tell you're excited and it sounds like you you can't wait to get these offerings in the hands of customers. But I wonder if we get back up a little a minute. Omer, maybe you could describe the problem statement that you're addressing with this announcement. What are customers really, what are their pain points? >> Excellent question, Dave. So in my role, as the general manager for data management and storage here at HPE, I get the wonderful opportunity to talk to hundreds of customers in a year. And as time has progressed, as the amount of data under organizations management has continued to increase. What I have noticed is that recently there are three main themes that are continuously emerging and are now bubbling at the top. The first one is storage infrastructure management itself is extremely complex for customers. While there have been lots of leaps and down progress in managing a single array or managing two arrays with a lot of simplification of the UI and maybe some modern UI are present. But as the problem starts to get at scale, as customers acquire more, and more assets to store and manage their data on premise, the management at scale is extremely complex. Yes, storage has gotten faster. Yes, flash has had a profound effect on performance availability and latency access to the data but infrastructure management and storage management as a whole has become a pain for customers and it's a constant theme as storage lifecycle management comes up, storage refresh has come up and deploying and managing storage infrastructure at scale comes up. So that's one of the main problems that I've been seeing as I talk to customers. Now, secondly, a lot of customers are now talking about two different elements. One is storage and storage deployment and life cycle management. And the second is the management of data that is stored on those storage devices. As the amount of data grows the silos continue to grow, a single view of life cycle management of data customers don't get to see it. And lastly, one of the biggest things that we see is a lot of customers are now asking, how can I extract a value from this data under my management because they can't seem to parse through the silos. So there is an incredible amount of productivity lost when it comes to data management as a whole, which is just fragmented into silos and then from a storage management. And when you put these two together and especially add two more elements to it which is hybrid management of data or a multi-cloud management of data, the silos and the sprawl just continues and there is nothing that is stitching together this thing at scale. So these are the three main themes that constantly appear in these discussions. Although in spite of these, a lot of modern enhancements in storage. >> Well, I wonder if I could comment guys. Is I've been following this industry for a number of years and you're absolutely right Omer. I mean, if you look at the amount of money and time and energy that's spent into or put into the data architectures, people are frustrated, they're not getting enough out of it. And I'd note that, the prevailing way in which we've attacked complexity historically is you build a better box. And well, that system was maybe easier to manage than the predecessor systems. All it did is create another silo and then the cloud, despite its inherent simplicity, that was another disconnected siloed. So then we threw siloed management solutions at the problem, and we're left with this collection of point solutions with data sort of trapped inside. So I wonder if you could give us your thoughts on that and do you agree? What data do you have around this problem statement? >> Yeah, Dave that's a great point. And actually ESG just recently conducted a survey of over 250 IT decision makers. And that actually brings one of the perfect validations of the problems that Omer, and you just articulated. What it showed is that 93% of the respondents indicated that storage and data management, that complexity is impeding their digital transformation. On average, the organizations have over 23 different data management tools which just typifies and is a perfect showcase of the fragmentation and the complexity that exists in that data management. And 95% of the respondents indicated that solving storage and data management, that complexity is a top 10 business initiative for them. And actually top five for 67% of the respondents. So it's a great validation across the board. >> Well, it's fresh in their minds too, because pre pandemic there was probably a mixed picture, right? It was probably well there's complacency or we're not moving fast enough, we have other priorities, but they were forced into this. Now they know what the real problem is. It's front and center. I liked that you're putting out there in your announcement, this sort of future state that you're envisioning for customers. And I wonder if we could sort of summarize that and share with our listeners that vision that you unveiled, what does it look like and how are you making it real? >> Yeah, overall, we feel very strongly that it's time for our customers to reimagine data management. And our vision is that customers need to break down the silos and complexity that plagues the distributed data environments. And they need to experience a new data experience across the board. That's going to help them accelerate their data-driven transformation. And we call this vision unified data ops. Unified data ops integrates data centric policies across the board to streamline data management, cloud native control and operations, to bring that agility of cloud and the operational model to wherever data lives. And AI driven insights and intelligence to make the infrastructure invisible. It delivers a whole new experience to customers to radically simplify and bring the agility of talent to data and data infrastructure. Streamlined data management, and really help customers innovate faster than ever before. And we're making the promise of unified data ops real by transforming the entire HPE storage business to a cloud native software defined data services. And that's through introducing a data services platform that expands HPE GreenLake. >> I mean, the key word I take away there Sandeep is invisible. I mean, as a customer I want you to abstract that complexity away that underlying infrastructure complexity is. I just don't want to see it anymore over. Omer, I wonder if we could start with the first part of the announcement. Maybe you can help us unpack data services, cloud console. I mean, people are immediately going to think it's just another software product to manage infrastructure. But to really innovate, I'm hoping that it's more than that. >> Absolutely, David, it's a lot more than that. What did we have done fundamentally at the root of the problem is we have taken the data and infrastructure control away from the hardware and through that, we provided a unified approach to manage the data wherever it lives. It's a full blown SAS console, which our customers get onto. And from there they can deploy appliances, manage appliances, lifecycle appliances and then they're not only stop at that, but then go ahead and start to get context around their data. But all of that is available through a SAS platform, a SAS console. 'Cause as every customer onboard themselves and their equipment and their storage infrastructure onto this console, then they can go ahead and define role-based access for different parts of their organization. They can also apply role-based access to HPE GreenLake management personnel, so they can come in and do and perform all the operations for the customers. We at the same console, by just being another access control methodology in that. And then in addition to that, data mobility is extremely important to our customers. How do you make data available in different hyperscaler clouds? If the customer's digital transformation requires that. So again, from that single cloud console, from that single data console, which we are naming here as data services console, customers are able to curate the data, maneuver the data, pre-position the data into different hyperscalers. But the beautiful thing is that the entire view of the storage infrastructure, the data with its that is stored on top of that access control methodologies and management framework is operational from a single SAS console which the customer can decide to give access to whichever management entity or authority comes into help them. And then what this leads us into is then combining these things into a northbound API. So anybody that wants to streamline operational manageability can then use these APIs to program against a single API which will then control the entire infrastructure on behalf of the customer. So if somebody, they, what this is, is it is bringing that cloud operational model that was so desired by each one of our customers into their data centers. And this is what I call an in-place transformation of a management experience for our customer by making them seamlessly available on a cloud operational model for their infrastructure. >> Yeah, and you've turned that into essentially an API with a lot of automation, that's great. So, okay. So that's kind of how you're trying to change the game here. You're charting new territory. You've talked to hundreds and hundreds of customers every year. I wonder if you could paint a picture from the customer perspective. How does their experience actually change? >> Wonderful, Dave. This allows me to break it down into bits and bites further for you. And I love that, right? So the way you look at it is, recently, the storage management from an, as we talked about earlier from an array perspective or maybe two arrays perspective has been simplified. I mean, it's a solved problem. But when you start to imagine deploying hundreds of arrays and these are large customers, they have massive amounts of data assets, storage management hasn't scaled along as the infrastructure scales. But if you look at the consumer world, you can have hundreds of devices, but the ownership model is completely set. So the inspiration for solving this problem for us actually lied, was inspired from consumerization of IT. And that's a big trend over here. So now we're changing the customer's ownership model, the customer's deployment model and the customer's data management model into a true cloud first model. So let me give some of the examples of that, right? So first of all, let's talk about deployment. So previously deployment has been a massive challenge for our customers. What does deployment in this new data services console world looks like? Devices show up, you rack them up and then you plug in the power cable, you plug in the network cable, and then you walk out of the data center. Data center administrator or the storage administrator, they will be on their iPad, on their data services console or iPhone or whatever the device of their choices, and from that console, from that point on, the device will be registered, onboarded. Its initial state will be given to it from the cloud. And if the customer has some predefined states for their previous deployment model already saved with the data console, they don't even need to do that. We'll just take that and apply that state and induct the device into the fleet. That's just one example. It's extremely simple. Plug in the power cable, plug in the network cable and the data center operational manager just walks out. After that you could be on the beach, you could be at your home, you could be driving in a car and this don't, I advise people not to fiddle with their I-phones when they're driving in a car, but still you could do it if you want to. So that's just one part from a deployment methodology perspective. Now, the second thing that Sandeep and I often bounce ideas bond is is it is provisioning of a workload. It's like a science these days. And is this array going to be able to absorb my workload? Is the latency going to go South? Does this workload latency profile match this particular piece of device in my data center? All of this is extremely manual. And it literally takes, I mean, if you talk to any of the customers or even analysts, deploying a workload is a massive challenge. It's a guesswork that you have to model and basically see how it works out. I think based on HPE info site, we're collecting hundreds and millions of data points from all these devices. So now to harness that and present that back to a customer in a very simple manner so that we can model on their behalf to the data services console, which is now workload of it. you just describe your workload. Hey, I'm going to need these many IOPS. And by the way, this happens to be my application. And that's it. On the backend, because we're managing your infrastructure, the cloud console understands your entire fleet. We are seeing the statistics and the telemetric coming off of your systems. And because now you've described the workload for us we can do that matching for you. And what intent based provisioning does is, describe your workloads in two or three clicks or maybe two or three API construct formats and we'll do the provisioning, the deployment and bringing it up for you on your behalf on the right pieces of infrastructure that matched it. And if you don't like our choices, you can manually change it as well. But from a provisioning perspective, a thing that took days can now come down to a couple of minutes of the description. And lastly then, global data management, distributed infrastructure from edge to cloud, invisible upgrades, only upgrading the right amount of infrastructure that needs the upgrade. All of that just comes rolling along with it, right? So those are some of the things that this data services console as a SAS management and scale allows you to do. >> And actually, if I can just jump in and add a little bit. What Omer described, especially with intent based provisioning, that's really bringing a paradigm shift to provisioning. It's shifting it from a long centric to app centric provisioning. And when you combine it with identity management and role-based access, what it means is that you're enabling self-service on demand provisioning of the underlying data infrastructure to accelerate the app workload deployment. And you're eliminating guesswork and providing the ability to be able to optimize service level objectives. >> Yeah, it sounds like you've really nailed in an elegant way that provisioning challenge. I've been saying for years if your primary expertise is deploying logical unit numbers you better find some other skills because the day is coming that that's just going to get automated away. So that's cool. There's another issue that I'm sure you've thought about, but I wonder if you could address. I mean, you've got the definition of cloud is changing, the cloud is expanding to on prem expand. The cloud is going out to the edge, it's going across clouds. And so security becomes a big issue that threat surface is expanding. The operating model is changing. So how are you thinking about addressing those security concerns? >> Excellent question, Dave. So most of the organizations that we've talked to... In today's modern world, almost every customer that I've talked to has deployed either some sort of a cloud console where they're either one of the customers for the hyperscalers or buy in for SAS based applications are pervasive across the customer base. And as you know, we were the first ones to introduce the automatic telemeter management through HPE info site. That's one of the largest storage SAS services in production today that we operate on behalf of our customers, which has, Dave, about 85% connectivity rate. So from that perspective, keeping customers data secure, keeping customers telemetry information secure, we're no stranger to that. Again, we follow all security protocols that any cloud operational SAS service would do so. Reverse tunneling, the firewall compliancy security audit logs that are published to our customers and published to customers chief information security officers. So all of those, what I call crossing the T's and dotted the I's, we do that with security expert and security policies for which each of our customers has a different set of rules. And we have a property engagement model that we go through that particular audit process for our customers. Then secondly, Dave, the data services cloud console is actually built on a fundamental cloud deployment technology that is not, sort of new. Aruba central, which is an Aruba management console which is also an HPE company it's been deployed, it's managing millions of access points in a SAS framework for our customers. So the fundamental building blocks of the data storage console from a basic enablement perspective come from the Aruba central console. And what we've taken is we've taken those generic cloud-based SAS services and then built data and storage centric SAS services on top of that and made them available to our customers. >> Yeah, I really like the Aruba. You picked that up several years ago . And it's same thing with, with info site, the way that you bring it to other parts of the portfolio. Those are really good signs to watch of successful acquisitions. All right, there's a lot here. I want to talk about the second part of the announcement. I know your branding team, you guys are serious about branding. That new product brand, maybe you could talk about that. >> So again, so delivering the cloud operational model is just the first piece, right? And now the second part of the announcement is delivering the cloud native hardware infrastructure which is extremely performance to go along with this cloud operational model. So what we have done Dave, in this announcement is we've announced HPE Electra. This is our new brand for our cloud native infrastructure to power your data and its appliances from core to the edge, to the cloud. And what it does is it takes the cloud operational model and this hardware is powered by that. It's completely wrapped around that. And so HPE Electra is available in two models right now, the HB electron 9,000, which is available for mission critical workloads, for those high intensity workloads with a hundred percent availability guarantee where no failure is ever an option. And then it's also available as HPE Electra 6,000, which is available for general purpose, business critical workloads, generally trying to address that mid range of the storage market. And both of these systems are full 100% NBME front and back. And they're powered by the same unified cloud management operational experience that the data cloud console provides. And what it does is it allows our customers to simplify the deployment model. It simplifies their management model and really, really allows them to focus on the context, the data and the app diversity, whereas data mobility, data connectivity, data management in a multi-cloud world is then completely obstructed from them. >> [Sandeep And Dave-- >> Go ahead, please. >> Just to jump in. HPE Electra combined with data services cloud console is delivering a cloud experience that makes deploying and scaling the application workloads as simple as flipping a switch. >> It really does. It really does. And I'm very comfortable in saying this, like HPE in foresight, we were the first in the industry to bring AI based elementary and support enabled metrics to work. And then here with data services console and the hardware that goes with it, we're just completely transforming the storage ownership and a storage management model. And for our customers, it's a seamless, non-disruptive upgrade with fully data in place upgrade. And they transform to a cloud operational model where they can manage their infrastructure better where they are through a complete consumer grade SAS console, is again the first of its kind, when you look at storage management and storage management at scale. >> And I like how you're emphasizing that management layer, but underneath you've got all the modern hardware technologies too which is important, because it's a performance it's got to be, a good price performance. So now can we bring this back again to the customers? What are the outcomes that this is going to enable for them? >> So I think Dave, the first and the foremost thing is as they scale their storage infrastructures, they don't have to think. It's really as simple as yeah, just send it to the data center, plug in the power cable, plug in the network cable and up it comes. And from that point onwards, the life cycle and the device management aspect are completely abstracted by the data services console. All they have to focus is I just have new capacity available to me and when I have an application, the system will figure it out for me where they need to deploy. So no more needing the guesswork, the Excel sheets of capacity management, the charge back models, none of that stuff is needed. And for customers that are looking to transform their applications, customers looking to refactor their applications into a hyperscaler model, or maybe transform from VM to containers, all they need to think about and focus is on that. The data will just follow these workloads from that perspective. >> And David, just to almost response here. As I speak with customers, one of the things I'm hearing from IT is that line of business really wants IT to deliver that agility of cloud. Yet IT also has to deliver all of the enterprise reliability, availability, all of the data services. And what's fantastic here is that through this cloud operational model, IT can deliver that agility, that line of business owners are looking for. At the same time they're been under pressure to do a lot more with less. And through this agility, IT is able to get time back, be able to focus more on the strategic projects, at the same time, be able to get time back to spend more time with our families. That's incredibly important. >> Well, I love the sort of mindset shift I'm seeing from HPE. We're not talking about how much the box weighs, we're talking about the customer experience. And I wonder, you know, that kind of leads me, Sandeep to how this kind of fits in to this new. Really to me, I'm seeing the transformation before our eyes but how does it fit into HPE's overall mission? >> Well Dave, our mission overall is to be the edge to cloud platform as a service company with HPE GreenLake, being the key to delivering that cloud experience. And as Omer put it, be able to deliver that cloud experience wherever the customer data lives. And today we're advancing HPE GreenLake as a service transformation of the HPE storage business to a software defined cloud data services business overall. And for our customers, this translates to our operational and ownership experience that unleashes their agility, their data and their innovation. So we're super excited. >> Guys, I can tell you're excited. Thanks so much for coming to the CUBE and summarizing the announcements, congratulations and best of luck to both of you and to HPE and your customers. >> Thank you, Dave. It was a pleasure. >> Thanks, Dave. (upbeat music)