Jon Sahs, Charles Mulrooney, John Frey, & Terry Richardson | Better Together with SHI
>>Hey everyone. Lisa Martin of the cube here, HPE and AMD better together with Shi is the name of our segment. And I'm here with four guests. Please. Welcome Charlie Mulrooney global presales engineering manager at Athi John saws also of Shi joins this global pre-sales technical consultant. And back with me are Terry Richardson, north American channel chief and Dr. John Fry, chief technologist, sustainable transformation at HPE. Welcome gang. Great to have you all here. >>Thank you, Lisa. Thanks. You good to be here? >>All right, Charlie, let's go ahead and start with you. Keeping the earth sustainable and minimizing carbon emissions. Greenhouse gases is a huge priority for businesses, right? Everywhere. Globally. Can you talk Charlie about what Shi is seeing in the marketplace with respect to sustainable? It? >>Sure. So starting about a year and a half, two years ago, we really noticed that our customers certainly our largest enterprise customers were putting into their annual reports, their chairman's letters, their sec filings that they had sustainability initiatives ranging from achieving carbon neutral or carbon zero goals starting with 2050 dates. And then since then we've seen 20, 40, and 2030 targets to achieve net neutrality and RFPs, RFIs that we're fielding. Certainly all now contain elements of that. So this is certainly top of mind for our largest customers, our fortune two 50 and fortune 500 customers. For sure. We're, we're seeing an onslaught of requests for this. We get into many conversations with the folks that are leading these efforts to understand, you know, here's what we have today. What can we do better? What can we do different to help make an impact on those goals? >>So making an impact top of mind, pretty much for everyone, as you mentioned, John SAS, let's bring you into the conversation. Now, when you're in customer conversations, what are some of the things that you talk about with respect tohis approach to sustainability, sustainable it, are you seeing more folks that are implementing things tactically versus strategically what's going on in the customer space? >>Well, so Charlie touched on something really important that, you know, the, the wake up moment for us was receiving, you know, proposal requests or customer meeting requests that were around sustainability. And it was really around two years ago, I suppose, for the first time. And those requests started coming from European based companies, cuz they had a bit of a head start over the us based global companies even. And what we found was that sustainability was already well down the road and that they were doing very interesting things to use renewable energy for data centers utilize the, they were already considering sustainability for new technologies as a high priority versus just performance cost and other factors that you typically have at the top. So as we started working with them, I guess at beginning it was more tactical cuz we really had to find a way to respond. >>We were starting to be asked about our own efforts and in regards to sustainability, we have our headquarters in Somerset and our second headquarters in Austin, Texas, those are lead gold certified. We've been installing solar panels, reducing waste across the company, recycling efforts and so forth charging stations for electric vehicles, all that sort of thing to make our company more sustainable in, in, in our offices and in our headquarters. But it's a lot more than that. And what we found was that we wanted to look to our vast number of, of customers and partners. We have over 30,000 partners that would work with globally and tens of thousands of customers. And we wanted to find best practices and technologies and services that we could talk about with these customers and apply and help integrate together as a, as a really large global reseller and integrator. We can have a play there and bring these things together from multiple partners that we work with to help solve customer problems. And so over time it's become more strategic and we've been as a company building the, the, the, the, the forward efforts through organizing a true formal sustainability team and growing that, and then also reporting for CDP Ecova and so forth. And it's really that all has been coming about in the last couple of years. And we take it very seriously. >>It sounds like, and it also sounds like from the customer's perspective, they're shifting from that tactical, maybe early initial approach to being more strategic, to really enabling sustainable it across their organization. And I imagine from a business driver's perspective, John saws and Charlie, are you hearing customers? You talked about it being part of RFPs, but also where are customers in terms of, we need to have a sustainable it strategy so that we can attract and retain the right investors we can attract and retain customers. Charlie, John, what are your thoughts on that? >>Yeah, that's top of mind with, with all the folks that we're talking to, I would say there's probably a three way tie for the importance of attracting and retaining investors. As you said, plus customers, customers are shopping, their customers are shopping for who has aligned their ESG priorities and sustainable priorities with their own and who is gonna help them with their own reporting of, you know, scope two and ultimately scope three reporting from greenhouse gas emissions and then the attracting and retaining talent. It's another element now of when you're bringing on new talent to your organization, they have a choice and they're thinking with their decision to accept a role or not within your organization of what your strategies are and do they align. So we're seeing those almost interchangeable in terms of priorities with, with the customers we're talking to. And it was a little surprising, cuz it, we thought initially this is really focused on investors attracting the investors, but it really has become quite a bit more than that. And it's been actually very interesting to see the development of that prioritization >>More comprehensive across the organization. Let's bring Dr. John Fry into the conversation and Terry your next. So stay tuned. Dr. Fry, can you talk about HPE and S H I partnering together? What are some of the key aspects of the relationship that help one another support and enable each other's aggressive goals where sustainability is concerned? >>Yeah, it's a great question. And one of the things about the sustainability domain in solving these climate challenges that we all have is we've got to come together and partner to solve them. No one company's going to solve them by themselves and for our collective customers the same way. From an HPE perspective, we bring the expertise on our products. We bring in sustainable it point of view, where we've written many white papers on the topic and even workbooks that help companies implement a sustainable it program. But our direct sales forces can't reach all of our customers. And in many cases we don't have the local knowledge that our business partners like Shi bring to the table. So they extend the reach, they bring their own expertise. Their portfolio that they offer to the customer is wider than just enterprise products. So by working together, we can do a better job of helping the customer meet their own needs, give them the right technology solutions and enhance that customer experience because they get more value from us collectively. >>It really is better together, which is in a very appropriate name for our segment here. Terry, let's bring you into the conversation. Talk to us about AMD. How is it helping customers to create that sustainable it strategy? And what are some of the differentiators that what AMD is doing that, that are able to be delivered through partners like Shi? >>Well, Lisa, you used the word enabling just a short while ago. And fundamentally AMD enables HPE and partners like Shi to bring differentiated solutions to customers. So in the data center space, we began our journey in 2017 with some fundamental design elements for our processor technology that were really keenly focused on improving performance, but also efficiency. So now the, the most common measure that we see for the types of customers that Charlie and John were talking about is really that measure of performance per wat. And you'll continue to see AMD enabled customers to, to try to find ways to, to do more in a sustainable way within the constraints that they may be facing, whether it's availability of power data center space, or just needing to meet overall sustainability goals. So we have skills and expertise and tools that we make available to HPE and two Shi to help them have even stronger differentiated conversations with customers. >>Sounds like to me, Terry, that it's, that AMD can be even more of an more than an enabler, but really an accelerator of what customers are able to do from a strategic perspective on sustainability. >>You you're right about that. And, and we actually have tools, greenhouse gas, TCO tools that can be leveraged to really quantify the impact of some of the, the new technology decisions that customers are making to allow them to achieve their goals. So we're really proud of the work that we're doing in partnership with companies like HPE and Shi >>Better together. As we said at the beginning in just a minute ago, Charlie, let's bring you back in, talk to us a little bit about what Shi is doing to leverage sustainable it and enable your customers to meet their sustainability goals and their initiatives. >>So for quite a while, we've had some offerings to help customers, especially in the end user compute side. A lot of customers were interested in, I've got assets for, you know, let's say a large sales force that had been carrying tablets or laptops and, you know, those need to be refreshed. What do I do with those? How do I responsibly retire or recycle those? And we've been offering solutions for that for quite some time. It's within the last year or two, when we started offering for them guarantees and assurances assurances of how they can, if that equipment is reusable by somebody else, how can we issue them? You know, credits for carbon credits for reuse of that equipment somewhere else. So it's not necessarily going to be e-waste, it's something that can be recycled and reused. We have other programs with helping extend the life of, of some systems where they look at well, I have a awful lot of data on these machines where historically they might want to just retire those because the, the, the sensitivity of the data needed to be handled very specifically. We can help them properly remove the sensitive data and still allow reuse of that equipment. So we've been able to come up with some creative solutions specifically around end user compute in the past, but we are looking to new ways now to really help extend that into data center infrastructure and beyond to really help with what are the needs, what are the, the best ways to help our customers handle the things that are challenging them. >>That's a great point that you bring up. Charlie and security kind of popped into my head here, John Saul's question for you when you're in customer conversations and you're talking about, or maybe they're talking about help us with waste reduction with recycling, where are you having those customer conversations? Cause I know sustainability is a board level, it's a C level discussion, but where are you having those conversations within the customer organization? >>Well, so it's a, it's a combination of organizations within the customer. These are these global organizations. Typically when we're talking about asset life cycle management, asset recovery, how do you do that in a sustainable green way and securely the customers we're dealing with? I mean, security is top sustainability is right up there too. O obviously, but Charlie touched on a lot of those things and these are global rollouts, tens of thousands of employees typically to, to have mobile devices, laptops, and phones, and so forth. And they often are looking for a true managed service around the world that takes into consideration things like the most efficient way to ship products to, to the employees. And how do you do that in a sustainably? You need to think about that. Does it all go to a central location or to each individual's home during the pandemic that made a lot of sense to do it that way? >>And I think the reason I wanted to touch on those things is that, well for, for example, one European pharmaceutical that states in their reports that they're already in scope one in scope two they're fully net zero at this point. And, and they say, but that only solves 3% of our overall sustainability goals. 97% is scope three, it's travel, it's shipping. It's, it's, it's all the, the, all these things that are out of their direct control a lot of times, but they're coming to us now as a, as a supplier and as, and, and we're filling out, you know, forms and RFPs and so forth to show that we can be a sustainable supplier in their supply chain because that's their next big goal >>Sustain sustainable supply chain. Absolutely. Yes. Dr. John Fry and Terry, I want to kind of get your perspectives. Charlie talked about from a customer requirements perspective, customers coming through RFP saying, Hey, we've gotta work with vendors who have clear sustainability initiatives that are well underway, HPE and AMD hearing the same thing Dr. Fry will start with you. And then Terry >>Sure, absolutely. We receive about 2,500 customer questionnaires just on sustainability every year. And that's come up from a few hundred. So yeah, absolutely accelerating. Then the conversations turn deeper. Can you help us quantify our carbon emissions and power consumption? Then the conversation has recently gone even further to when can HPE offer net zero or carbon neutral technology solutions to the customer so that they don't have to account for those solutions in their own carbon footprint. So the questions are getting more sophisticated, the need for the data and the accuracy of the data is climbing. And as we see potential regulatory disclosure requirements around carbon emissions, I think this trend is just gonna continue up. >>Yeah. And we see the same thing. We get asked more and more from our customers and partners around our own corporate sustainability goals. But the surveying that survey work that we've done with customers has led us to, you know, understand that, you know, approximately 75% of customers are gonna make sustainability goals, a key component of their RFIs in 2023, which is right around the corner. And, and, you know, 60% of those same customers really expect to have business level KPIs in the new year that are really related to sustainability. So this is not just a, a kind of a buzzword topic. This is, this is kind of business imperatives that, you know, the company, the companies like HPE and AMD and the partners like I, that really stand behind it and really are proactive in getting out in front of customers to help are really gonna be ahead of the game. >>That's a great point that you make Terry there that this isn't, we're not talking about a buzzword here. We're talking about a business imperative for businesses of probably all sizes across all industries and Dr. Far, you mentioned regulations. And something that we just noticed is that the S E C recently said, it's proposing some rules where companies must disclose greenhouse gas emissions. If they were, if that were to, to come into play, I'm gonna pun back to Charlie and John saws. How would Shi and, and frankly at HPE and AMD be able to help companies comply if that type of regulation were to be implemented. Charlie. >>Yeah. So we are in the process right now of building out a service to help customers specifically with that, with the reporting, we know reporting is a challenge. The scope two reporting is a challenge and scope three that I guess people thought was gonna be a ways out now, all of a sudden, Hey, if you have made a public statement that you're going to make an impact on your scope three targets, then you have to report on them. So that, that has become really important very quickly as word about this requirement is rumbling around there's concern. So we are actually working right now on something it's a little too early to fully disclose, but stay tuned, cuz we have something coming. That's interesting. >>Definitely PED my, my ears are, are, are perk here. Charlie, we'll stay tuned for that. Dr. Fry. Terry, can you talk about together with Shi HPE and AMD enabling customers to manage access to the da data obviously, which is critical and it's doing nothing but growing and proliferating key folks need access to it. We talked a little bit about security, but how are from a better together perspective, Dr. Fry will start with you, how are you really helping organizations on that sustainability journey to ensure that data can be accessible to those who need it when they need it? And at these days what it's real time requirements. >>Yeah. It's, it's an increasing challenge. In fact, we have changed the H HP story the way we talk about H HP's value proposition to talk about data first modernization. So how often do you collect data? Where do you store it? How do you avoid moving it? How do you make sure if you're going to collect data, you get insights from that data that change your business or add business value. And then how long do you retain that data afterward and all of that factors into sustainable it, because when I talk to technology executives, what they tell me again, and again, is there's this presumption within their user community, that storage is free. And so when, when they have needs for collecting data, for example, if, if once an hour would do okay, but the system would collect it once a minute, the default, the user asks for of course, once a minute. And then are you getting insights from that data? Or are we moving it that becomes more important when you're moving data back and forth between the public cloud or the edge, because there is quite a network penalty for moving that equipment across your network. There's huge power and carbon implications of doing that. So it's really making a better decision about what do we collect, why do we collect it, what we're gonna do with it when we collect and how we store it. >>And, and for years, customers have really talked about, you know, modernization and the need to modernize their data center. You know, I, I fundamentally believe that sustainability is really that catalyst to really drive true modernization. And as they think forward, you know, when we work with, with HPE, you know, they offer a variety of purpose-built servers that can play a role in, you know, specific customer workloads from the largest, super computers down to kind of general purpose servers. And when we work with partners like Shi, not only can they deliver the full suite of offerings for on premise deployments, they're also very well positioned to leverage the public cloud infrastructure for those workloads that really belong there. And, and that certainly can help customers kind of achieve an end to end sustainability goal. >>That's a great point that, that it needs to be strategic, but it also needs to be an end to end goal. We're just about out of time, but I wanted to give John saws the last word here, take us out, John, what are some of the things Charlie kind of teased some of the things that are coming out that piqued my interest, but what are some of the things that you are excited about as HPE AMD and Shi really help customers achieve their sustainability initiatives? >>Sure. Couple comments here. So Charlie, yeah, you touched on some upcoming capabilities that Shi will have around the area of monitoring and management. See, this is difficult for all customers to be able to report in this formal way. This is a train coming at everybody very quickly and they're not ready. Most customers aren't ready. And if we can help as, as a reseller integrator assessments, to be able to understand what they're currently running compare to different scenarios of where they could go to in a future state, that seems valuable if we can help in that way. That's, those are things that we're looking into specifically, you know, greenhouse gas, emissions, relevant assessments, and, and, and within the comments of, of, of Terry and, and John around the, the power per wat and the vast portfolio of, of technologies that they, that they had to address various workloads is, is fantastic. >>We'd be able to help point to technologies like that and move customers in that direction. I think as a, as an integrator and a technical advisor to customers, I saw an article on BBC this morning that I, I, I think if, if we think about how we're working with our customers and we can help them maybe think differently about how they're using their technology to solve problems. The BBC article mentioned this was Ethereum, a cryptocurrency, and they have a big project called merge. And today was a go live date. And BBC us news outlets have been reporting on it. They basically changed the model from a model called power of work, which takes a, a lot of compute and graphic, GPU power and so forth around the world. And it's now called power of stake, which means that the people that validate that their actions in this environment are correct. >>They have to put up a stake of their own cryptocurrency. And if they're wrong, it's taken from them. This new model reduces the emissions of their environment by 99 plus percent. The June emissions from Ethereum were, it was 120 telos per, per year, a Terra terat hours per year. And they reduced it actually, that's the equivalent of what the net Netherlands needed for energy, so comparable to a medium sized country. So if you can think differently about how to solve problems, it may be on-prem, it may be GreenLake. It may be, it may be the public cloud in some cases or other, you know, interesting, innovative technologies that, that AMD HPE, other partners that we can bring in along, along with them as well, we can solve problems differently. There is a lot going on >>The opportunities that you all talked about to really make such a huge societal impact and impact to our planet are exciting. We thank you so much for talking together about how HPE AMD and SSHA are really working in partnership in synergy to help your customers across every organization, really become much more focused, much more collaborative about sustainable it. Guys. We so appreciate your time and thank you for your insights. >>Thank you, Lisa. Thank you. My >>Pleasure. Thank you, Lisa. You're watching the cube, the leader in high tech enterprise coverage.
SUMMARY :
Great to have you all here. You good to be here? Can you talk Charlie about what Shi is seeing in the marketplace with respect to sustainable? the folks that are leading these efforts to understand, you know, here's what we have today. So making an impact top of mind, pretty much for everyone, as you mentioned, John SAS, cost and other factors that you typically have at the top. And it's really that and Charlie, are you hearing customers? is gonna help them with their own reporting of, you know, scope two and Dr. Fry, can you talk about HPE and S H I And in many cases we don't have the local knowledge that our business AMD is doing that, that are able to be delivered through partners like Shi? So in the data center space, we began our journey in 2017 with Sounds like to me, Terry, that it's, that AMD can be even more of an more than an of the, the new technology decisions that customers are making to allow them to achieve their goals. As we said at the beginning in just a minute ago, Charlie, let's bring you back in, the sensitivity of the data needed to be handled very specifically. That's a great point that you bring up. And how do you do that in a sustainably? and, and we're filling out, you know, forms and RFPs and so forth to show that we can HPE and AMD hearing the same thing Dr. Fry will start with you. And as we see potential that we've done with customers has led us to, you know, understand that, And something that we just noticed is that the S E C recently said, all of a sudden, Hey, if you have made a public statement that you're going to make that data can be accessible to those who need it when they need it? And then how long do you retain that data afterward and all of that factors into sustainable And as they think forward, you but what are some of the things that you are excited about as HPE AMD and Shi really of, of technologies that they, that they had to address various workloads is, of compute and graphic, GPU power and so forth around the world. So if you can think differently about how to solve problems, The opportunities that you all talked about to really make such a huge societal
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