Meet the new HPE ProLiant Gen11 Servers
>> Hello, everyone. Welcome to theCUBE's coverage of Compute Engineered For Your Hybrid World, sponsored by HPE and Intel. I'm John Furrier, host of theCUBE. I'm pleased to be joined by Krista Satterthwaite, SVP and general manager for HPE Mainstream Compute, and Lisa Spelman, corporate vice president, and general manager of Intel Xeon Products, here to discuss the major announcement. Thanks for joining us today. Thanks for coming on theCUBE. >> Thanks for having us. >> Great to be here. >> Great to see you guys. And exciting announcement. Krista, Compute continues to evolve to meet the challenges of businesses. We're seeing more and more high performance, more Compute, I mean, it's getting more Compute every day. You guys officially announced this next generation of ProLiant Gen11s in November. Can you share and talk about what this means? >> Yeah, so first of all, thanks so much for having me. I'm really excited about this announcement. And yeah, in November we announced our HPE ProLiant NextGen, and it really was about one thing. It's about engineering Compute for customers' hybrid world. And we have three different design principles when we designed this generation. First is intuitive cloud operating experience, and that's with our HPE GreenLake for Compute Ops Management. And that's all about management that is simple, unified, and automated. So it's all about seeing everything from one council. So you have a customer that's using this, and they were so surprised at how much they could see, and they were excited because they had servers in multiple locations. This was a hotel, so they had servers everywhere, and they can now see all their different firmware levels. And with that type of visibility, they thought their planning was going to be much, much easier. And then when it comes to updates, they're much quicker and much easier, so it's an exciting thing, whether you have servers just in the data center, or you have them distributed, you could see and do more than you ever could before with HPE GreenLake for Compute Ops Management. So that's number one. Number two is trusted security by design. Now, when we launched our HPE ProLiant Gen10 servers years ago, we launched groundbreaking innovative security features, and we haven't stopped, we've continued to enhance that every since then. And this generation's no exception. So we have new innovations around security. Security is a huge focus area for us, and so we're excited about delivering those. And then lastly, performance for every workload. We have a huge increase in performance with HPE ProLiant Gen11, and we have customers that are clamoring for this additional performance right now. And what's great about this is that, it doesn't matter where the bottleneck is, whether it's CPU, memory or IO, we have advancements across the board that are going to make real differences in what customers are going to be able to get out of their workloads. And then we have customers that are trying to build headroom in. So even if they don't need a today, what they put in their environment today, they know needs to last and need to be built for the future. >> That's awesome. Thanks for the recap. And that's great news for folks looking to power those workloads, more and more optimizations needed. I got to ask though, how is what you guys are announcing today, meeting these customer needs for the future, and what are your customers looking for and what are HPE and Intel announcing today? >> Yeah, so customers are doing more than ever before with their servers. So they're really pushing things to the max. I'll give you an example. There's a retail customer that is waiting to get their hands on our ProLiant Gen11 servers, because they want to do video streaming in every one of their retail stores and what they're building, when they're building what they need, we started talking to 'em about what their needs were today, and they were like, "Forget about what my needs are today. We're buying for headroom. We don't want to touch these servers for a while." So they're maxing things out, because they know the needs are coming. And so what you'll see with this generation is that we've built all of that in so that customers can deploy with confidence and know they have the headroom for all the things they want to do. The applications that we see and what people are trying to do with their servers is light years different than the last big announcement we had, which was our ProLiant Gen10 servers. People are trying to do more than ever before and they're trying to do that at the Edge as well as as the data center. So I'll tell you a little bit about the servers we have. So in partnership with Intel, we're really excited to announce a new batch of servers. And these servers feature the 4th Gen Intel Xeon scalable processors, bringing a lot more performance and efficiency. And I'll talk about the servers, one, the first one is a HPE ProLiant DL320 Gen11. Now, I told you about that retail customer that's trying to do video streaming in their stores. This is the server they were looking at. This server is a new server, we didn't have a Gen10 or a Gen10+ version of the server. This is a new server and it's optimized for Edge use cases. It's a rack-based server and it's very, very flexible. So different types of storage, different types of GPU configurations, really designed to take care of many, many use cases at the Edge and doing more at the Edge than ever before. So I mentioned video streaming, but also VDI and analytics at the Edge. The next two servers are some of our most popular servers, our HPE ProLiant DL360 Gen11, and that's our density-optimized server for enterprise. And that is getting an upgrade across the board as well, big, big improvements in terms of performance, and expansion. And for those customers that need even more expansion when it comes to, let's say, storage or accelerators then the DL 380 Gen11 is a server that's new as well. And that's really for folks that need more expandability than the DL360, which is a one use server. And then lastly, our ML350, which is a tower server. These tower servers are typically used at remote sites, branch offices and this particular server holds a world record for energy efficiency for tower servers. So those are some of the servers we have today that we're announcing. I also want to talk a little bit about our Cray portfolio. So we're announcing two new servers with our HPE Cray portfolio. And what's great about this is that these servers make super computing more accessible to more enterprise customers. These servers are going to be smaller, they're going to come in at lower price points, and deliver tremendous energy efficiency. So these are the Cray XD servers, and there's more servers to come, but these are the ones that we're announcing with this first iteration. >> Great stuff. I can talk about servers all day long, I love server innovation. It's been following for many, many years, and you guys know. Lisa, we'll bring you in. Servers have been powered by Intel Xeon, we've been talking a lot about the scalable processors. This is your 4th Gen, they're in Gen11 and you're at 4th Gen. Krista mentioned this generation's about Security Edge, which is essentially becoming like a data center model now, the Edges are exploding. What are some of the design principles that went into the 4th Gen this time around the scalable processor? Can you share the Intel role here? >> Sure. I love what Krista said about headroom. If there's anything we've learned in these past few years, it's that you can plan for today, and you can even plan for tomorrow, but your tomorrow might look a lot different than what you thought it was going to. So to meet these business challenges, as we think about the underlying processor that powers all that amazing server lineup that Krista just went through, we are really looking at delivering that increased performance, the power efficient compute and then strong security. And of course, attention to the overall operating cost of the customer environment. Intel's focused on a very workload-first approach to solving our customers' real problems. So this is the applications that they're running every day to drive their digital transformation, and we really like to focus our innovation, and leadership for those highest value, and also the highest growth workloads. Some of those that we've uniquely focused on in 4th Gen Xeon, our artificial intelligence, high performance computing, network, storage, and as well as the deployments, like you were mentioning, ranging from the cloud all the way out to the Edge. And those are all satisfied by 4th Gen Xeon scalable. So our strategy for architecting is based off of all of that. And in addition to doing things like adding core count, improving the platform, updating the memory and the IO, all those standard things that you do, we've invested deeply in delivering the industry's CPU with the most built-in accelerators. And I'll just give an example, in artificial intelligence with built-in AMX acceleration, plus the framework optimizations, customers can see a 10X performance improvement gen over gen, that's on both training and inference. So it further cements Xeon as the world's foundation for inference, and it now delivers performance equivalent of a modern GPU, but all within your CPU. The flexibility that, that opens up for customers is tremendous and it's so many new ways to utilize their infrastructure. And like Krista said, I just want to say that, that best-in-class security, and security solutions are an absolute requirement. We believe that starts at the hardware level, and we continue to invest in our security features with that full ecosystem support so that our customers, like HPE, can deliver that full stacked solution to really deliver on that promise. >> I love that scalable processor messaging too around the silicon and all those advanced features, the accelerators. AI's certainly seeing a lot of that in demand now. Krista, similar question to you on your end. How do you guys look at these, your core design principles around the ProLiant Gen11, and how that helps solve the challenges for your customers that are living in this hybrid world today? >> Yeah, so we see how fast things are changing and we kept that in mind when we decided to design this generation. We talked all already about distributed environments. We see the intensity of the requirements that are at the Edge, and that's part of what we're trying to address with the new platform that I mentioned. It's also part of what we're trying to address with our management, making sure that people can manage no matter where a server is and get a great experience. The other thing we're realizing when it comes to what's happening is customers are looking at how they operate. Many want to buy as a service and with HPE GreenLake, we see that becoming more and more popular. With HPE GreenLake, we can offer that to customers, which is really helpful, especially when they're trying to get new technology like this. Sometimes they don't have it in the budget. With something like HP GreenLake, there's no upfront costs so they can enjoy this technology without having to come up with a big capital outlay for it. So that's great. Another one is around, I liked what Lisa said about security starting at the hardware. And that's exactly, the foundation has to be secure, or you're starting at the wrong place. So that's also something that we feel like we've advanced this time around. This secure root of trust that we started in Gen10, we've extended that to additional partners, so we're excited about that as well. >> That's great, Krista. We're seeing and hearing a lot about customers challenges at the Edge. Lisa, I want to bring you back in on this one. What are the needs that you see at the Edge from an Intel perspective? How is Intel addressing the Edge? >> Yeah, thanks, John. You know, one of the best things about Xeon is that it can span workloads and environments all the way from the Edge back to the core data center all within the same software environment. Customers really love that portability. For the Edge, we have seen an explosion of use cases coming from all industries and I think Krista would say the same. Where we're focused on delivering is that performant-enough compute that can fit into a constrained environment, and those constraints can be physical space, they can be the thermal environment. The Network Edge has been a big focus for us. Not only adding features and integrating acceleration, but investing deeply in that software environment so that more and more critical applications can be ported to Xeon and HPE industry standard servers versus requiring expensive, proprietary systems that were quite frankly not designed for this explosion of use cases that we're seeing. Across a variety of Edge to cloud use cases, we have identified ways to provide step function improvements in both performance and that power efficiency. For example, in this generation, we're delivering an up to 2.9X average improvement in performance per watt versus not using accelerators, and up to 70 watt power savings per CPU opportunity with some unique power management features, and improve total cost of ownership, and just overall power- >> What's the closing thoughts? What should people take away from this announcement around scalable processors, 4th Gen Intel, and then Gen11 ProLiant? What's the walkaway? What's the main super thought here? >> So I can go first. I think the main thought is that, obviously, we have partnered with Intel for many, many years. We continue to partner this generation with years in the making. In fact, we've been working on this for years, so we're both very excited that it's finally here. But we're laser focused on making sure that customers get the most out of their workloads, the most out of their infrastructure, and that they can meet those challenges that people are throwing at 'em. I think IT is under more pressure than ever before and the demands are there. They're critical to the business success with digital transformation and our job is to make sure they have everything they need, and they could do and meet the business needs as they come at 'em. >> Lisa, your thoughts on this reflection point we're in right now? >> Well, I agree with everything that Krista said. It's just a really exciting time right now. There's a ton of challenges in front of us, but the opportunity to bring technology solutions to our customers' digital transformation is tremendous right now. I think I would also like our customers to take away that between the work that Intel and HPE have done together for generations, they have a community that they can trust. We are committed to delivering customer-led solutions that do solve these business transformation challenges that we know are in front of everyone, and we're pretty excited for this launch. >> Yeah, I'm super enthusiastic right now. I think you guys are on the right track. This title Compute Engineered for Hybrid World really kind of highlights the word, "Engineered." You're starting to see this distributed computing architecture take shape with the Edge. Cloud on-premise computing is everywhere. This is real relevant to your customers, and it's a great announcement. Thanks for taking the time and joining us today. >> Thank you. >> Yeah, thank you. >> This is the first episode of theCUBE's coverage of Compute Engineered For Your Hybrid World. Please continue to check out thecube.net, our site, for the future episodes where we'll discuss how to build high performance AI applications, transforming compute management experiences, and accelerating VDI at the Edge. Also, to learn more about the new HPE ProLiant servers with the 4th Gen Intel Xeon processors, you can go to hpe.com. And check out the URL below, click on it. I'm John Furrier at theCUBE. You're watching theCUBE, the leader in high tech, enterprise coverage. (bright music)
SUMMARY :
and general manager of Great to see you guys. that are going to make real differences Thanks for the recap. This is the server they were looking at. into the 4th Gen this time and also the highest growth workloads. and how that helps solve the challenges that are at the Edge, How is Intel addressing the Edge? from the Edge back to the core data center and that they can meet those challenges but the opportunity to Thanks for taking the and accelerating VDI at the Edge.
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HPE Compute Engineered for your Hybrid World - Transform Your Compute Management Experience
>> Welcome everyone to "theCUBE's" coverage of "Compute engineered for your hybrid world," sponsored by HP and Intel. Today we're going to going to discuss how to transform your compute management experience with the new 4th Gen Intel Xeon scalable processors. Hello, I'm John Furrier, host of "theCUBE," and my guests today are Chinmay Ashok, director cloud engineering at Intel, and Koichiro Nakajima, principal product manager, compute at cloud services with HPE. Gentlemen, thanks for coming on this segment, "Transform your compute management experience." >> Thanks for having us. >> Great topic. A lot of people want to see that system management one pane of glass and want to manage everything. This is a really important topic and they started getting into distributed computing and cloud and hybrid. This is a major discussion point. What are some of the major trends you guys see in the system management space? >> Yeah, so system management is trying to help user manage their IT infrastructure effectively and efficiently. So, the system management is evolving along with the IT infrastructures which is trying to accommodate market trends. We have been observing the continuous trends like digital transformation, edge computing, and exponential data growth never stops. AI, machine learning, deep learning, cloud native applications, hybrid cloud, multi-cloud strategies. There's a lot of things going on. Also, COVID-19 pandemic has changed the way we live and work. These are all the things that, given a profound implication to the system design architectures that system management has to consider. Also, security has always been the very important topic, but it has become more important than ever before. Some of the research is saying that the cyber criminals becoming like a $10.5 trillion per year. We all do our efforts on the solution provider size and on the user side, but still cyber criminals are growing 15% year by year. So, with all this kind of thing in the mind, system management really have to evolve in a way to help user efficiently and effectively manage their more and more distributed IT infrastructure. >> Chinmay, what's your thoughts on the major trends in system management space? >> Thanks, John, Yeah, to add to what Koichiro said, I think especially with the view of the system or the service provider, as he was saying, is changing, is evolving over the last few years, especially with the advent of the cloud and the different types of cloud usage models like platform as a service, on-premises, of course, infrastructure is a service, but the traditional software as a service implies that the service provider needs a different view of the system and the context in which we need the CPU vendor, or the platform vendor needs to provide that, is changing. That includes both in-band telemetry being able to monitor what is going on on the system through traditional in-band methods, but also the advent of the out-of-band methods to do this without end user disruption is a key element to the enhancements that our customers are expecting from us as we deploy CPUs and platforms. >> That's great. You know what I love about this discussion is we had multiple generation enhancements, 4th Gen Xeon, 11th Gen ProLiant, iLOs going to come up with got another generation increase on that one. We'll get into that on the next segment, but while we're here, what is iLO? Can you guys define what that is and why it's important? >> Yeah, great question. Real quick, so HPE Integrated Lights-Out is the formal name of the product and we tend to call it as a iLO for short. iLO is HPE'S BMC. If you're familiar with this topic it's a Baseboard Management Controller. If not, this is a small computer on the server mother board and it runs independently from host CPU and the operating system. So, that's why it's named as Lights-Out. Now what can you do with the iLO? iLO really helps a user manage and use and monitor the server remotely, securely, throughout its life from the deployment to the retirement. So, you can really do things like, you know, turning a server power on, off, install operating system, access to IT, firmware update, and when you decide to retire server, you can completely wipe the data off that server so then it's ready to trash. iLO is really a best solution to manage a single server, but when you try to manage hundreds or thousand of servers in a larger scale environment, then managing server one by one by one through the iLO is not practical. So, HPE has two options. One of them is a HPE OneView. OneView is a best solution to manage a very complex, on-prem IT infrastructure that involves a thousand of servers as well as the other IT elements like fiber channel storage through the storage agent network and so on. Another option that we have is HPE for GreenLake Compute Ops Management. This is our latest, greatest product that we recently launched and this is a best solution to manage a distributed IT environment with multiple edge points or multiple clouds. And I recently involved in the customer conversation about the computer office management and with the hotel chain, global hotel chain with 9,000 locations worldwide and each of the location only have like a couple of servers to manage, but combined it's, you know, 27,000 servers and over the 9,000 locations, we didn't really have a great answer for that kind of environment before, but now HPE has GreenLake for computer office management for also deal with, you know, such kind of environment. >> Awesome. We're going to do a big dive on iLO in the next segment, but Chinmay, before we end this segment, what is PMT? >> Sure, so yeah, with the introduction of the 4th Gen Intel Xeon scalable processor, we of course introduce many new technologies like PCI Gen 5, DDR5, et cetera. And these are very key to general system provision, if you will. But with all of these new technologies come new sources of telemetry that the service provider now has to manage, right? So, the PMT is a technology called Platform Monitoring Technology. That is a capability that we introduced with the Intel 4th Gen Xeon scalable processor that allows the service provider to monitor all of these sources of telemetry within the system, within the system on chip, the CPU SOC, in all of these contexts that we talked about, like the hybrid cloud and cloud infrastructure as a service or platform as a service, but both in their in-band traditional telemetry collection models, but also out-of-band collection models such as the ones that Koichiro was talking about through the BMC et cetera. So, this is a key enhancement that we believe that takes the Intel product line closer to what the service providers require for managing their end user experience. >> Awesome, well thanks so much for spending the time in this segment. We're going to take a quick break, we're going to come back and we're going to discuss more what's new with Gen 11 and iLO 6. You're watching "theCUBE," the leader in high tech enterprise coverage. We'll be right back. (light music) Welcome back. We're continuing the coverage of "theCUBE's" coverage of compute engineered for your hybrid world. I'm John Furrier, I'm joined by Chinmay Ashok who's from Intel and Koichiro Nakajima with HPE. We're going to dive deeper into transforming your compute management experience with 4th Gen Intel Xeon scalable processors and HP ProLiant Gen11. Okay, let's get into it. We want to talk about Gen11. What's new with Gen11? What's new with iLO 6? So, NexGen increases in performance capabilities. What's new, what's new at Gen11 and iLO 6 let's go. >> Yeah, iLO 6 accommodates a lot of new features and the latest, greatest technology advancements like a new generation CPUs, DDR5 memories, PCI Gen 5, GPGPUs, SmartNICs. There's a lot of great feature functions. So, it's an iLO, make sure that supports all the use cases that associate with those latest, greatest advancements. For instance, like you know, some of the higher thermal design point CPU SKUs that requires a liquid cooling. We all support those kind of things. And also iLO6 accommodates latest, greatest industry standard system management, standard specifications, for instance, like an DMTF, TLDN, DMTF, RDE, SPDM. And what are these means for the iLO6 and Gen11? iLO6 really offers the greatest manageability and monitoring user experiences as well as the greatest automation through the refresh APIs. >> Chinmay, what's your thoughts on the Gen11 and iLO6? You're at Intel, you're enabling all this innovation. >> Yeah. >> What's the new features? >> Yeah, thanks John. Yeah, so yeah, to add to what Koichiro said, I think with the introduction of Gen11, 4th Gen Intel Xeon scalable processor, we have all of these rich new feature sets, right? With the DDR5, PCI Gen5, liquid cooling, et cetera. And then all of these new accelerators for various specific workloads that customers can use using this processor. So, as we were discussing previously, what this brings is all of these different sources of telemetry, right? So, our sources of data that the system provider or the service provider then needs to utilize to manage the compute experience for their end user. And so, what's new from that perspective is Intel realized that these new different sources of telemetry and the new mechanisms by which the service provider has to extract this telemetry required us to fundamentally think about how we provide the telemetry experience to the service provider. And that meant extending our existing best-in-class, in-band telemetry capabilities that we have today already built into in market Intel processors. But now, extending that with the introduction of the PMT, the Platform Monitoring Technology, that allows us to expand on that in-band telemetry, but also include all of these new sources of telemetry data through all of these new accelerators through the new features like PCI Gen5, DDR5, et cetera, but also bring in that out-of-band telemetry management experience. And so, I think that's a key innovation here, helping prepare for the world that the cloud is enabling. >> It's interesting, you know, Koichiro you had mentioned on the previous segment, COVID-19, we all know the impact of how that changed, how IT at the managed, you know, all of a sudden remote work, right? So, as you have cloud go to hybrid, now we got the edge coming, we're talking about a distributed computing environment, we got telemetry, you got management. This is a huge shift and it's happening super fast. What's the Gen11 iLO6 mean for architects as they start to look at going beyond hybrid and going to the edge, you're going to need all this telemetry. What's the impact? Can you guys just riff and share your thoughts on what this means for that kind of NexGen cloud that we see coming on on which is essentially distributed computing. >> Yeah, that's a great topic to discuss. So, there's a couple of the things. Really, to make sure those remote environment and also the management distributed IT environments, the system management has to reach across the remote location, across the internet connections, and the connectivities. So, the system management protocol, for instance, like traditionally IPMI or SNMP, or those things, got to be modernized into more restful API and those modern integration friendly to the modern tool chains. So, we're investing on those like refresh APIs and also again, the security becomes paramount importance because those are exposed to the bad people to snoop and trying to do some bad thing like men in a middle attacks, things like that. So we really, you know, focus on the security side on the two aspects on the iLO6 and Gen11. One other thing is we continue our industry unique silicon root of trust technology. So, that one is fortunate platform making sure the platform firmware, only the authentic and legitimate image of the firmware can run on HP server. And when you check in, validating the firmware images, the root of the trust reside in the silicon. So, no one can change it. Even the bad people trying to change the root of trust, it's bond in the chips so you cannot really change. And that's why, even bad people trying to compromise, you know, install compromise the firmware image on the HPE servers, you cannot do that. Another thing is we're making a lot of enhancements to make sure security on board our HP server into your network or onto a services like a GreenLake. Give you a couple of example, for instance, like a IDevID, Initial Device ID. That one is conforming to IEEE 802.1AR and it's immutable so no one can change it. And by using the IDevID, you can really identify you are not onboarding a rogue server or unknown server, but the server that you you want to onboard, right? It's absolutely important. Another thing is like platform certificate. Platform certificate really is the measurement of the configuration. So again, this is a great feature that makes sure you receive a server from the factory and no one during the transportation touch the server and alter the configuration. >> Chinmay, what's your reaction to this new distributed NextGen cloud? You got data, security, edge, move the compute to the data, don't move the data around. These are big conversations. >> Yeah, great question, John. I think this is an important thing to consider for the end user, the service provider in all of these contexts, right? I think Koichiro mentioned some of these key elements that go into as we develop and design these new products. But for example, from a security perspective, we introduce the trust domain extensions, TDX feature, for confidential computing in Intel 4th Generation Xeon scalable processors. And that enables the isolation of user workloads in these cloud environments, et cetera. But again, going back to the point Koichiro was making where if you go to the edge, you go to the cloud and then have the edge connect to the cloud you have independent networks for system management, independent networks for user data, et cetera. So, you need the ability to create that isolation. All of this telemetry data that needs to be isolated from the user, but used by the service provider to provide the best experience. All of these are built on the foundations of technologies such as TDX, PMT, iLO6, et cetera. >> Great stuff, gentlemen. Well, we have a lot more to discuss on our next segment. We're going to take a break here before wrapping up. We'll be right back with more. You're watching "theCUBE," the leader in high tech coverage. (light music) Okay, welcome back here, on "theCUBE's" coverage of "Compute engineered for your hybrid world." I'm John Furrier, host of the Cube. We're wrapping up our discussion here on transforming compute management experience with 4th Gen Intel Xeon scalable processors and obviously HPE ProLiant Gen11. Gentlemen, welcome back. Let's get into the takeaways for this discussion. Obviously, systems management has been around for a while, but transforming that experience on the management side is super important as the environment just radically changing for the better. What are some of the key takeaways for the audience watching here that they should put into their kind of tickler file and/or put on their to-do list to keep an eye on? >> Yeah, so Gen11 and iLO6 offers the latest, greatest technologies with new generation CPUs, DDR5, PCI Gen5, and so on and on. There's a lot of things in there and also iLO6 is the most mature version of iLO and it offers the best manageability and security. On top of iLO, HP offers the best of read management options like HP OneView and Compute Ops Management. It's really a lot of the things that help user achieve a lot of the things regardless of the use case like edge computing, or distributed IT, or hybrid strategy and so on and on. And you could also have a great system management that you can unleash all the full potential of latest, greatest technology. >> Chinmay, what's your thoughts on the key takeaways? Obviously as the world's changing, more gen chips are coming out, specialized workloads, performance. I mean, I've never met anyone that says they want to run on slower infrastructure. I mean, come on, performance matters. >> Yes, no, it definitely, I think one of the key things I would say is yes, with Gen11 Intel for gen scalable we're introducing all of these technologies, but I think one of the key things that has grown over the last few years is the view of the system provider, the abstraction that's needed, right? Like the end user today is migrating a lot of what they're traditionally used to from a physical compute perspective to the cloud. Everything goes to the cloud and when that happens there's a lot of just the experience that the end user sees, but everything underneath is abstracted away and then managed by the system provider, right? So we at Intel, and of course, our partners at HP, we have spent a lot of time figuring out what are the best sets of features that provide that best system management experience that allow for that abstraction to work seamlessly without the end user noticing? And I think from that perspective, the 4th Gen Intel Xeon scalable processors is so far the best Intel product that we have introduced that is prepared for that type of abstraction. >> So, I'm going to put my customer hat on for a second. I'll ask you both. What's in it for me? I'm the customer. What's in it for me? What's the benefit to me? What does this all mean to me? What's my win? >> Yeah, I can start there. I think the key thing here is that when we create capabilities that allow you to build the best cloud, at the end of the day that efficiency, that performance, all of that translates to a better experience for the consumer, right? So, as the service provider is able to have all of these myriad capabilities to use and choose from and then manage the system experience, what that implies is that the end user sees a seamless experience as they go from one application to another as they go about their daily lives. >> Koichiro, what's your thoughts on what's in it for me? You guys got a lot of engineering going on in Gen11, every gen increase always is a step function and increase of value. What's in it for me? What do I care? What's in it for me? I'm the customer. >> Alright. Yeah, so I fully agree with Chinmay's point. You know, he lays out the all the good points, right? Again, you know what the Gen11 and iLO6 offer all the latest, greatest features and all the technology and advancements are packed in the Gen11 platform and iLO6 unleash all full potentials for those benefits. And things are really dynamic in today's world and IT system also going to be agile and the system management get really far, to the point like we never imagine what the system management can do in the past. For instance, the managing on-prem devices across multiple locations from a single point, like a single pane of glass on the cloud management system, management on the cloud, that's what really the compute office management that HP offers. It's all new and it's really help customers unleash full potential of the gear and their investment and provide the best TCO and ROIs, right? I'm very excited that all the things that all the teams have worked for the multiple years have finally come to their life and to the public. And I can't really wait to see our customers start putting their hands on and enjoy the benefit of the latest, greatest offerings. >> Yeah, 4th Gen Xeon, Gen11 ProLiant, I mean, all the things coming together, accelerators, more cores. You got data, you got compute, and you got now this idea of security, I mean, you got hitting all the points, data and security big features here, right? Data being computed in a way with Gen4 and Gen11. This is like the big theme, data security, kind of the the big part of the core here in this announcement, in this relationship. >> Absolutely. I believe, I think the key things as these new generations of processors enable is new types of compute which imply is more types of data, more types of and hence, with more types of data, more types of compute. You have more types of system management more differentiation that the service provider has to then deal with, the disaggregation that they have to deal with. So yes, absolutely this is, I think exciting times for end users, but also for new frontiers for service providers to go tackle. And we believe that the features that we're introducing with this CPU and this platform will enable them to do so. >> Well Chinmay thank you so much for sharing your Intel perspective, Koichiro with HPE. Congratulations on all that hard work and engineering coming together. Bearing fruit, as you said, Koichiro, this is an exciting time. And again, keep moving the needle. This is an important inflection point in the industry and now more than ever this compute is needed and this kind of specialization's all awesome. So, congratulations and participating in the "Transforming your compute management experience" segment. >> Thank you very much. >> Okay. I'm John Furrier with "theCUBE." You're watching the "Compute Engineered for your Hybrid World Series" sponsored by HP and Intel. Thanks for watching. (light music)
SUMMARY :
how to transform your in the system management space? that the cyber criminals becoming of the out-of-band methods to do this We'll get into that on the next segment, of the product and we tend to on iLO in the next segment, of telemetry that the service provider now for spending the time in this segment. and the latest, greatest on the Gen11 and iLO6? that the system provider at the managed, you know, and legitimate image of the move the compute to the data, by the service provider to I'm John Furrier, host of the Cube. a lot of the things Obviously as the world's experience that the end user sees, What's the benefit to me? that the end user sees I'm the customer. that all the things that kind of the the big part of the core here that the service provider And again, keep moving the needle. for your Hybrid World Series"
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HPE Compute Engineered for your Hybrid World - Next Gen Enhanced Scalable processors
>> Welcome to "theCUBE's" coverage of "Compute Engineered for Your Hybrid World" sponsored by HPE and Intel. I'm John Furrier, host of "theCUBE" with the new fourth gen Intel Z on scalable process being announced, HPE is releasing four new HPE ProLiant Gen 11 servers and here to talk about the feature of those servers as well as the partnership between HPE and Intel, we have Darren Anthony, director compute server product manager with HPE, and Suzi Jewett, general manager of the Zion products with Intel. Thanks for joining us folks. Appreciate you coming on. >> Thanks for having us. (Suzi's speech drowned out) >> This segment is about NextGen enhanced scale of process. Obviously the Zion fourth gen. This is really cool stuff. What's the most exciting element of the new Intel fourth gen Zion processor? >> Yeah, John, thanks for asking. Of course, I'm very excited about the fourth gen Intel Zion processor. I think the best thing that we'll be delivering is our new ong package accelerators, which you know allows us to service the majority of the server market, which still is buying in that mid core count range and provide workload acceleration that matters for every one of the products that we sell. And that workload acceleration allows us to drive better efficiency and allows us to really dive into improved sustainability and workload optimizations for the data center. >> It's about al the rage about the cores. Now we got the acceleration continued to innovate with Zion. Congratulations. Darren what does the new Intel fourth Gen Zion processes mean for HPE from the ProLiant perspective? You're on Gen 11 servers. What's in it? What's it mean for you guys and for your customers? >> Well, John, first we got to talk about the great partnership. HPE and Intel have been partners delivering innovation for our server products for over 30 years, and we're continuing that partnership with HP ProLiant Gen 11 servers to deliver compelling business outcomes for our customers. Customers are on a digital transformation journey, and they need the right compute to power applications, accelerate analytics, and turn data into value. HP ProLiant Compute is engineered for your hybrid world and delivers optimized performance for your workloads. With HP ProLiant Gen 11 servers and Intel fourth gen Zion processors, you can have the performance to accelerate workloads from the data center to the edge. With Gen 11, we have more. More performance to meet new workload demands. With PCI Gen five which delivers increased bandwidth with room for more data and graphics accelerators for workloads like VDI, our new demands at the edge. DDR5 memory springs greater bandwidth and performance increases for low latency and memory solutions for database and analytics workloads and higher clock speed CPU chipset combinations for processor intensive AI and machine learning applications. >> Got to love the low latency. Got to love the more performance. Got to love the engineered for the hybrid world. You mentioned that. Can you elaborate more on engineered for the hybrid world? What does that mean? Can you elaborate? >> Well, HP ProLiant Compute is based on three pillars. First, an intuitive cloud operating experience with HPE GreenLake compute ops management. Second, trusted security by design with a zero trust approach from silicone to cloud. And third, optimize for performance for your workloads, whether you deploy as a traditional infrastructure or a pay-as-you-go model with HPE GreenLake on-premise at the edge in a colo and in the public cloud. >> Well, thanks Suzi and Darren, we'll be right back. We're going to take a quick break. We're going to come back and do a deep dive and get into the ProLiant Gen 11 servers. We're going to dig into it. You're watching "theCUBE," the leader in high tech enterprise coverage. We'll be right back. (upbeat music) >> Hello everyone. Welcome back continuing coverage of "theCUBE's" "Compute Engineered for Your Hybrid World" with HP and Intel. I'm John Furrier, host of "theCUBE'" joined back by Darren Anthony from HPE and Suzie Jewitt from Intel. as we continue our conversation on the fourth gen Zion scalable processor and HP Gen 11 servers. Suzi, we'll start with you first. Can you give us some use cases around the new fourth gen, Intel Zion scalable processors? >> Yeah, I'd love to. What we're really seeing with an ever-changing market, and you know, adapting to that is we're leading with that workload focus approach. Some examples, you know, that we see are with vRAN. For in vRAN, we estimate the 2021 market size was about 150 million, and we expect a CAG of almost 30% all the way through 2030. So we're really focused on that, on, you know deployed edge use cases, growing about 10% to over 50% in 2026. And HPC use cases, of course, continue to grow at a study CAGR around, you know, about 7%. Then last but not least is cloud. So we're, you know, targeting a growth rate of almost 20% over a five year CAGR. And the fourth G Zion is targeted to all of those workloads, both through our architectural improvements that, you know deliver node level performance as well as our operational improvements that deliver data center performance. And wrapping that all around with the accelerators that I talked about earlier that provide that workload specific improvements that get us to where our customers need to operationalize in their data center. >> I love the focus solutions around seeing compute used that way and the processors. Great stuff. Darren, how do you see the new ProLiant Gen 11 servers being used on your side? I mean obviously, you've got the customers deploying the servers. What are you seeing on those workloads? Those targeted workloads? (John chuckling) >> Well, you know, very much in line with what Suzi was talking about. The generational improvements that we're seeing in performance for Gen 11. They're outstanding for many different use cases. You know, obviously VDI. what we're seeing a lot is around the analytics. You know, with moving to the edge, there's a lot more data. Customers need to convert that data into something tangible. Something that's actionable. And so we're really seeing the strong use cases around analytics in order to mine that data and to make better, faster decisions for the customers. >> You know what I love about this market is people really want to hear about performance. They love speed, they love the power, and low power, by the way on the other side. So, you know, this has really been a big part of the focus now this year. We're seeing a lot more discussion. Suzi, can you tell us more about the key performance improvements on the processors? And Darren, if you don't mind, if you can follow up on the benefits of the new servers relative to the performance. Suzi? >> Sure, so, you know, at a standard expectant rate we're looking at, you know, 60% gen over gen, from our previous third gen Zion, but more importantly as we've been mentioning is the performance improvement we get with the accelerators. As an example, an average accelerator proof point that we have is 2.9 times improvement in performance per wat for accelerated workloads versus non-accelerated workloads. Additionally, we're seeing really great and performance improvement in low jitter so almost 20 to 50 times improvement versus previous gen in jitter on particular workloads which is really important, you know to our cloud service providers. >> Darren, what's your follow up on this? This is obviously translates into the the gen 11 servers. >> Well, you know, this generation. Huge improvements across the board. And what we're seeing is that not only customers are prepared for what they need now you know, workloads are evolving and transitioning. Customers need more. They're doing more. They're doing more analytics. And so not only do you have the performance you need now, but it's actually built for the future. We know that customers are looking to take in that data and do something and work with the data wherever it resides within their infrastructure. We also see customers that are beginning to move servers out of a centralized data center more to the edge, closer to the way that where the data resides. And so this new generation really tremendous for that. Seeing a lot of benefits for the customers from that perspective. >> Okay, Suzi, Darren, I want to get your thoughts on one of the hottest trends happening right now. Obviously machine learning and AI has always been hot, but recently more and more focus has been on AI. As you start to see this kind of next gen kind of AI coming on, and the younger generation of developers, you know, they're all into this. This is really the one of the hottest trends of AI. We've seen the momentum and accelerations kind of going next level. Can you guys comment on how Zion here and Gen 11 are tying into that? What's that mean for AI? >> So, exactly. With the fourth gen Intel Zion, we have one of our key you know, on package accelerators in every core is our AMX. It delivers up to 10 times improvement on inference and training versus previous gens, and, you know throws the competition out of the water. So we are really excited for our AI performance leading with Zion >> And- >> And John, what we're seeing is that this next generation, you know you're absolutely right, you know. Workloads a lot more focused. A lot more taking more advantage of AI machine learning capabilities. And with this generation together with the Intel Zion fourth gen, you know what we're seeing is the opportunity with that increase in IO bandwidth that now we have an opportunity for those applications and those use cases and those workloads to take advantage of this capability. We haven't had that before, but now more than ever, we've actually, you know opened the throttle with the performance and with the capabilities to support those workloads. >> That's great stuff. And you know, the AI stuff also does all lot on differentiated heavy lifting, and it needs processing power. It needs the servers. This is just, (John chuckling) it creates more and more value. This is right in line. Congratulations. Super excited by that call out. Really appreciate it. Thanks Suzi and Darren. Really appreciate. A lot more discuss with you guys as we go a little bit deeper. We're going to talk about security and wrap things up after this short break. I'm John Furrier, "theCUBE," the leader in enterprise tech coverage. (upbeat music) >> Welcome back to "theCUBE's" coverage of "Compute Engineered for Your Hybrid World." I'm John Furrier, host of "theCUBE" joined by Darren Anthony from HPE and Suzi Jewett from Intel as we turn our discussion to security. A lot of great features with the new Zion scalable processor's gen four and the ProLiant gen 11. Let's get into it. Suzi, what are some of the cool features of the fourth gen Intel Zion scalable processors? >> Sure, John, I'd love to talk about it. With fourth gen, Intel offers the most comprehensive confidential computing portfolio to really enhance data security and ingest regulatory compliance and sovereignty concerns. A couple examples of those features and technologies that we've included are a larger baseline enclave with the SGX technology, which is our application isolation technology and our Intel CET substantially reduces the risk of whole class software-based attacks. That wrapped around at a platform level really allows us, you know, to secure workload acceleration software and ensure platform integrity. >> Darren, this is a great enablement for HPE. Can you tell us about the security with the the new HP ProLiant Gen 11 servers? >> Absolutely, John. So HP ProLiant engineered with a fundamental security approach to defend against increasingly complex threats and uncompromising focus on state-of-the-art security innovations that are built right into our DNA, from silicon to software, from the factory to the cloud. It's our goal to protect the customer's infrastructure, workloads, and the data from threats to hardware and risk from third party software and devices. So Gen 11 is just a continuation of the the great technological innovations that we've had around providing zero trust architecture. We're extending our Silicon Root of Trust, and it's just a motion forward for innovating on that Silicon Root of Trust that we've had. So with Silicon Root of Trust, we protect millions of lines of firmware code from malware and ransomware with the digital footprint that's unique to the server. With this Silicon Root of Trust, we're securing over 4 million HPE servers around the world and beyond that Silicon, the authentication of and extending this to our partner ecosystem, the authentication of platform components, such as network interface cards and storage controllers just gives us that protection against additional entry points of security threats that can compromise the entire server infrastructure. With this latest version, we're also doing authentication integrity with those components using the security protocol and data model protocol or SPDM. But we know that trusted and protected infrastructure begins with a secure supply chain, a layer of protection that starts at the manufacturing floor. HP provides you optimized protection for ProLiant servers from trusted suppliers to the factories and into transit to the customer. >> Any final messages Darren you'd like to share with your audience on the hybrid world engineering for the hybrid world security overall the new Gen 11 servers with the Zion fourth generation process scalable processors? >> Well, it's really about choice. Having the right choice for your compute, and we know HPE ProLiant servers, together, ProLiant Gen 11 servers together with the new Zion processors is the right choice. Delivering the capabilities to performance and the efficiency that customers need to run their most complex workloads and their most performance hungry work workloads. We're really excited about this next generation of platforms. >> ProLiant Gen 11. Suzi, great customer for Intel. You got the fourth generation Zion scalable processes. We've been tracking multiple generations for both of you guys for many, many years now, the past decade. A lot of growth, a lot of innovation. I'll give you the last word on the series here on this segment. Can you share the the collaboration between Intel and HP? What does it mean and what's that mean for customers? Can you give your thoughts and share your views on the relationship with with HPE? >> Yeah, we value, obviously HPE as one of our key customers. We partner with them from the beginning of when we are defining the product all the way through the development and validation. HP has been a great partner in making sure that we deliver collaboratively to the needs of their customers and our customers all together to make sure that we get the best product in the market that meets our customer needs allowing for the flexibility, the operational efficiency, the security that our markets demand. >> Darren, Suzi, thank you so much. You know, "Compute for an Engineered Hybrid World" is really important. Compute is... (John stuttering) We need more compute. (John chuckling) Give us more power and less power on the sustainability side. So a lot of great advances. Thank you so much for spending the time and give us an overview on the innovation around the Zion and, and the ProLiant Gen 11. Appreciate your time. Appreciate it. >> You're welcome. Thanks for having us. >> You're watching "theCUBE's" coverage of "Compute Engineered for Your Hybrid World" sponsored by HPE and Intel. I'm John Furrier with "theCUBE." Thanks for watching. (upbeat music)
SUMMARY :
and here to talk about the Thanks for having us. of the new Intel fourth of the server market, continued to innovate with Zion. from the data center to the edge. engineered for the hybrid world? and in the public cloud. and get into the ProLiant Gen 11 servers. on the fourth gen Zion scalable processor and you know, adapting I love the focus solutions decisions for the customers. and low power, by the the performance improvement into the the gen 11 servers. the performance you need now, This is really the one of With the fourth gen Intel with the Intel Zion fourth gen, you know A lot more discuss with you guys and the ProLiant gen 11. Intel offers the most Can you tell us about the security from the factory to the cloud. and the efficiency that customers need on the series here on this segment. allowing for the flexibility, and the ProLiant Gen 11. Thanks for having us. I'm John Furrier with
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HPE Compute Engineered for your Hybrid World-Containers to Deploy Higher Performance AI Applications
>> Hello, everyone. Welcome to theCUBE's coverage of "Compute Engineered for your Hybrid World," sponsored by HPE and Intel. Today we're going to discuss the new 4th Gen Intel Xeon Scalable process impact on containers and AI. I'm John Furrier, your host of theCUBE, and I'm joined by three experts to guide us along. We have Jordan Plum, Senior Director of AI and products for Intel, Bradley Sweeney, Big Data and AI Product Manager, Mainstream Compute Workloads at HPE, and Gary Wang, Containers Product Manager, Mainstream Compute Workloads at HPE. Welcome to the program gentlemen. Thanks for coming on. >> Thanks John. >> Thank you for having us. >> This segment is going to be talking about containers to deploy high performance AI applications. This is a really important area right now. We're seeing a lot more AI deployed, kind of next gen AI coming. How is HPE supporting and testing and delivering containers for AI? >> Yeah, so what we're doing from HPE's perspective is we're taking these container platforms, combining with the next generation Intel servers to fully validate the deployment of the containers. So what we're doing is we're publishing the reference architectures. We're creating these automation scripts, and also creating a monitoring and security strategy for these container platforms. So for customers to easily deploy these Kubernete clusters and to easily secure their community environments. >> Gary, give us a quick overview of the new Proliant DL 360 and 380 Gen 11 servers. >> Yeah, the load, for example, for container platforms what we're seeing mostly is the DL 360 and DL 380 for matching really well for container use cases, especially for AI. The DL 360, with the expended now the DDR five memory and the new PCI five slots really, really helps the speeds to deploy these container environments and also to grow the data that's required to store it within these container environments. So for example, like the DL 380 if you want to deploy a data fabric whether it's the Ezmeral data fabric or different vendors data fabric software you can do so with the DL 360 and DL 380 with the new Intel Xeon processors. >> How does HP help customers with Kubernetes deployments? >> Yeah, like I mentioned earlier so we do a full validation to ensure the container deployment is easy and it's fast. So we create these automation scripts and then we publish them on GitHub for customers to use and to reference. So they can take that and then they can adjust as they need to. But following the deployment guide that we provide will make the, deploy the community deployment much easier, much faster. So we also have demo videos that's also published and then for reference architecture document that's published to guide the customer step by step through the process. >> Great stuff. Thanks everyone. We'll be going to take a quick break here and come back. We're going to do a deep dive on the fourth gen Intel Xeon scalable process and the impact on AI and containers. You're watching theCUBE, the leader in tech coverage. We'll be right back. (intense music) Hey, welcome back to theCUBE's continuing coverage of "Compute Engineered for your Hybrid World" series. I'm John Furrier with the Cube, joined by Jordan Plum with Intel, Bradley Sweeney with HPE, and Gary Wang from HPE. We're going to do a drill down and do a deeper dive into the AI containers with the fourth gen Intel Xeon scalable processors we appreciate your time coming in. Jordan, great to see you. I got to ask you right out of the gate, what is the view right now in terms of Intel's approach to containers for AI? It's hot right now. AI is booming. You're seeing kind of next gen use cases. What's your approach to containers relative to AI? >> Thanks John and thanks for the question. With the fourth generation Xeon scalable processor launch we have tested and validated this platform with over 400 deep learning and machine learning models and workloads. These models and workloads are publicly available in the framework repositories and they can be downloaded by anybody. Yet customers are not only looking for model validation they're looking for model performance and performance is usually a combination of a given throughput at a target latency. And to do that in the data center all the way to the factory floor, this is not always delivered from these generic proxy models that are publicly available in the industry. >> You know, performance is critical. We're seeing more and more developers saying, "Hey, I want to go faster on a better platform, faster all the time." No one wants to run slower stuff, that's for sure. Can you talk more about the different container approaches Intel is pursuing? >> Sure. First our approach is to meet the customers where they are and help them build and deploy AI everywhere. Some customers just want to focus on deployment they have more mature use cases, and they just want to download a model that works that's high performing and run. Others are really focused more on development and innovation. They want to build and train models from scratch or at least highly customize them. Therefore we have several container approaches to accelerate the customer's time to solution and help them meet their business SLA along their AI journey. >> So what developers can just download these containers and just go? >> Yeah, so let me talk about the different kinds of containers we have. We start off with pre-trained containers. We'll have about 55 or more of these containers where the model is actually pre-trained, highly performant, some are optimized for low latency, others are optimized for throughput and the customers can just download these from Intel's website or from HPE and they can just go into production right away. >> That's great. A lot of choice. People can just get jump right in. That's awesome. Good, good choice for developers. They want more faster velocity. We know that. What else does Intel provide? Can you share some thoughts there? What you guys else provide developers? >> Yeah, so we talked about how hey some are just focused on deployment and they maybe they have more mature use cases. Other customers really want to do some more customization or optimization. So we have another class of containers called development containers and this includes not just the kind of a model itself but it's integrated with the framework and some other capabilities and techniques like model serving. So now that customers can download just not only the model but an entire AI stack and they can be sort of do some optimizations but they can also be sure that Intel has optimized that specific stack on top of the HPE servers. >> So it sounds simple to just get started using the DL model and containers. Is that it? Where, what else are customers looking for? What can you take a little bit deeper? >> Yeah, not quite. Well, while the customer customer's ability to reproduce performance on their site that HPE and Intel have measured in our own labs is fantastic. That's not actually what the customer is only trying to do. They're actually building very complex end-to-end AI pipelines, okay? And a lot of data scientists are really good at building models, really good at building algorithms but they're less experienced in building end-to-end pipelines especially 'cause the number of use cases end-to-end are kind of infinite. So we are building end-to-end pipeline containers for use cases like media analytics and sentiment analysis, anomaly detection. Therefore a customer can download these end-to-end containers, right? They can either use them as a reference, just like, see how we built them and maybe they have some changes in their own data center where they like to use different tools, but they can just see, "Okay this is what's possible with an end-to-end container on top of an HPE server." And other cases they could actually, if the overlap in the use case is pretty close, they can just take our containers and go directly into production. So this provides developers, all three types of containers that I discussed provide developers an easy starting point to get them up and running quickly and make them productive. And that's a really important point. You talked a lot about performance, John. But really when we talk to data scientists what they really want to be is productive, right? They're under pressure to change the business to transform the business and containers is a great way to get started fast >> People take product productivity, you know, seriously now with developer productivity is the hottest trend obviously they want performance. Totally nailed it. Where can customers get these containers? >> Right. Great, thank you John. Our pre-trained model containers, our developmental containers, and our end-to-end containers are available at intel.com at the developer catalog. But we'd also post these on many third party marketplaces that other people like to pull containers from. And they're frequently updated. >> Love the developer productivity angle. Great stuff. We've still got more to discuss with Jordan, Bradley, and Gary. We're going to take a short break here. You're watching theCUBE, the leader in high tech coverage. We'll be right back. (intense music) Welcome back to theCUBE's coverage of "Compute Engineered for your Hybrid World." I'm John Furrier with theCUBE and we'll be discussing and wrapping up our discussion on containers to deploy high performance AI. This is a great segment on really a lot of demand for AI and the applications involved. And we got the fourth gen Intel Xeon scalable processors with HP Gen 11 servers. Bradley, what is the top AI use case that Gen 11 HP Proliant servers are optimized for? >> Yeah, thanks John. I would have to say intelligent video analytics. It's a use case that's supplied across industries and verticals. For example, a smart hospital solution that we conducted with Nvidia and Artisight in our previous customer success we've seen 5% more hospital procedures, a 16 times return on investment using operating room coordination. With that IVA, so with the Gen 11 DL 380 that we provide using the the Intel four gen Xeon processors it can really support workloads at scale. Whether that is a smart hospital solution whether that's manufacturing at the edge security camera integration, we can do it all with Intel. >> You know what's really great about AI right now you're starting to see people starting to figure out kind of where the value is does a lot of the heavy lifting on setting things up to make humans more productive. This has been clearly now kind of going neck level. You're seeing it all in the media now and all these new tools coming out. How does HPE make it easier for customers to manage their AI workloads? I imagine there's going to be a surge in demand. How are you guys making it easier to manage their AI workloads? >> Well, I would say the biggest way we do this is through GreenLake, which is our IT as a service model. So customers deploying AI workloads can get fully-managed services to optimize not only their operations but also their spending and the cost that they're putting towards it. In addition to that we have our Gen 11 reliance servers equipped with iLO 6 technology. What this does is allows customers to securely manage their server complete environment from anywhere in the world remotely. >> Any last thoughts or message on the overall fourth gen intel Xeon based Proliant Gen 11 servers? How they will improve workload performance? >> You know, with this generation, obviously the performance is only getting ramped up as the needs and requirements for customers grow. We partner with Intel to support that. >> Jordan, gimme the last word on the container's effect on AI applications. Your thoughts as we close out. >> Yeah, great. I think it's important to remember that containers themselves don't deliver performance, right? The AI stack is a very complex set of software that's compiled together and what we're doing together is to make it easier for customers to get access to that software, to make sure it all works well together and that it can be easily installed and run on sort of a cloud native infrastructure that's hosted by HPE Proliant servers. Hence the title of this talk. How to use Containers to Deploy High Performance AI Applications. Thank you. >> Gentlemen. Thank you for your time on the Compute Engineered for your Hybrid World sponsored by HPE and Intel. Again, I love this segment for AI applications Containers to Deploy Higher Performance. This is a great topic. Thanks for your time. >> Thank you. >> Thanks John. >> Okay, I'm John. We'll be back with more coverage. See you soon. (soft music)
SUMMARY :
Welcome to the program gentlemen. and delivering containers for AI? and to easily secure their of the new Proliant DL 360 and also to grow the data that's required and then they can adjust as they need to. and the impact on AI and containers. And to do that in the about the different container and they just want to download a model and they can just go into A lot of choice. and they can be sort of So it sounds simple to just to use different tools, is the hottest trend to pull containers from. on containers to deploy we can do it all with Intel. for customers to manage and the cost that they're obviously the performance on the container's effect How to use Containers on the Compute Engineered We'll be back with more coverage.
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HPE Compute Engineered for your Hybrid World - Accelerate VDI at the Edge
>> Hello everyone. Welcome to theCUBEs coverage of Compute Engineered for your Hybrid World sponsored by HPE and Intel. Today we're going to dive into advanced performance of VDI with the fourth gen Intel Zion scalable processors. Hello I'm John Furrier, the host of theCUBE. My guests today are Alan Chu, Director of Data Center Performance and Competition for Intel as well as Denis Kondakov who's the VDI product manager at HPE, and also joining us is Cynthia Sustiva, CAD/CAM product manager at HPE. Thanks for coming on, really appreciate you guys taking the time. >> Thank you. >> So accelerating VDI to the Edge. That's the topic of this topic here today. Let's get into it, Dennis, tell us about the new HPE ProLiant DL321 Gen 11 server. >> Okay, absolutely. Hello everybody. So HP ProLiant DL320 Gen 11 server is the new age center CCO and density optimized compact server, compact form factor server. It enables to modernize and power at the next generation of workloads in the diverse rec environment at the Edge in an industry standard designed with flexible scale for advanced graphics and compute. So it is one unit, one processor rec optimized server that can be deployed in the enterprise data center as well as at the remote office at end age. >> Cynthia HPE has announced another server, the ProLiant ML350. What can you tell us about that? >> Yeah, so the HPE ProLiant ML350 Gen 11 server is a powerful tower solution for a wide range of workloads. It is ideal for remote office compute with NextGen performance and expandability with two processors in tower form factor. This enables the server to be used not only in the data center environment, but also in the open office space as a powerful workstation use case. >> Dennis mentioned both servers are empowered by the fourth gen Intel Zion scale of process. Can you talk about the relationship between Intel HPE to get this done? How do you guys come together, what's behind the scenes? Share as much as you can. >> Yeah, thanks a lot John. So without a doubt it takes a lot to put all this together and I think the partnership that HPE and Intel bring together is a little bit of a critical point for us to be able to deliver to our customers. And I'm really thrilled to say that these leading Edge solutions that Dennis and Cynthia just talked about, they're built on the foundation of our fourth Gen Z on scalable platform that's trying to meet a wide variety of deployments for today and into the future. So I think the key point of it is we're together trying to drive leading performance with built-in acceleration and in order to deliver a lot of the business values to our customers, both HP and Intels, look to scale, drive down costs and deliver new services. >> You got the fourth Gen Z on, you got the Gen 11 and multiple ProLiants, a lot of action going on. Again, I love when these next gens come out. Can each of you guys comment and share what are the use cases for each of the systems? Because I think what we're looking at here is the next level innovation. What are some of the use cases on the systems? >> Yeah, so for the ML350, in the modern world where more and more data are generated at the Edge, we need to deploy computer infrastructure where the data is generated. So smaller form factor service will satisfy the requirements of S&B customers or remote and branch offices to deliver required performance redundancy where we're needed. This type of locations can be lacking dedicated facilities with strict humidity, temperature and noise isolation control. The server, the ML350 Gen 11 can be used as a powerful workstation sitting under a desk in the office or open space as well as the server for visualized workloads. It is a productivity workhorse with the ability to scale and adapt to any environment. One of the use cases can be for hosting digital workplace for manufacturing CAD/CAM engineering or oil and gas customers industry. So this server can be used as a high end bare metal workstation for local end users or it can be virtualized desktop solution environments for local and remote users. And talk about the DL320 Gen 11, I will pass it on to Dennis. >> Okay. >> Sure. So when we are talking about age of location we are talking about very specific requirements. So we need to provide solution building blocks that will empower and performance efficient, secure available for scaling up and down in a smaller increments than compared to the enterprise data center and of course redundant. So DL 320 Gen 11 server is the perfect server to satisfy all of those requirements. So for example, S&B customers can build a video solution, for example starting with just two HP ProLiant TL320 Gen 11 servers that will provide sufficient performance for high density video solution and at the same time be redundant and enable it for scaling up as required. So for VGI use cases it can be used for high density general VDI without GP acceleration or for a high performance VDI with virtual VGPU. So thanks to the modern modular architecture that is used on the server, it can be tailored for GPU or high density storage deployment with software defined compute and storage environment and to provide greater details on your Intel view I'm going to pass to Alan. >> Thanks a lot Dennis and I loved how you're both seeing the importance of how we scale and the applicability of the use cases of both the ML350 and DL320 solutions. So scalability is certainly a key tenant towards how we're delivering Intel's Zion scalable platform. It is called Zion scalable after all. And we know that deployments are happening in all different sorts of environments. And I think Cynthia you talked a little bit about kind of a environmental factors that go into how we're designing and I think a lot of people think of a traditional data center with all the bells and whistles and cooling technology where it sometimes might just be a dusty closet in the Edge. So we're defining fortunes you see on scalable to kind of tackle all those different environments and keep that in mind. Our SKUs range from low to high power, general purpose to segment optimize. We're supporting long life use cases so that all goes into account in delivering value to our customers. A lot of the latency sensitive nature of these Edge deployments also benefit greatly from monolithic architectures. And with our latest CPUs we do maintain quite a bit of that with many of our SKUs and delivering higher frequencies along with those SKUs optimized for those specific workloads in networking. So in the end we're looking to drive scalability. We're looking to drive value in a lot of our end users most important KPIs, whether it's latency throughput or efficiency and 4th Gen Z on scalable is looking to deliver that with 60 cores up to 60 cores, the most builtin accelerators of any CPUs in the market. And really the true technology transitions of the platform with DDR5, PCIE, Gen five and CXL. >> Love the scalability story, love the performance. We're going to take a break. Thanks Cynthia, Dennis. Now we're going to come back on our next segment after a quick break to discuss the performance and the benefits of the fourth Gen Intel Zion Scalable. You're watching theCUBE, the leader in high tech coverage, be right back. Welcome back around. We're continuing theCUBE's coverage of compute engineer for your hybrid world. I'm John Furrier, I'm joined by Alan Chu from Intel and Denis Konikoff and Cynthia Sistia from HPE. Welcome back. Cynthia, let's start with you. Can you tell us the benefits of the fourth Gen Intel Zion scale process for the HP Gen 11 server? >> Yeah, so HP ProLiant Gen 11 servers support DDR five memory which delivers increased bandwidth and lower power consumption. There are 32 DDR five dim slots with up to eight terabyte total on ML350 and 16 DDR five dim slots with up to two terabytes total on DL320. So we deliver more memory at a greater bandwidth. Also PCIE 5.0 delivers an increased bandwidth and greater number of lanes. So when we say increased number of lanes we need to remember that each lane delivers more bandwidth than lanes of the previous generation plus. Also a flexible storage configuration on HPDO 320 Gen 11 makes it an ideal server for establishing software defined compute and storage solution at the Edge. When we consider a server for VDI workloads, we need to keep the right balance between the number of cords and CPU frequency in order to deliver the desire environment density and noncompromised user experience. So the new server generation supports a greater number of single wide and global wide GPU use to deliver more graphic accelerated virtual desktops per server unit than ever before. HPE ProLiant ML 350 Gen 11 server supports up to four double wide GPUs or up to eight single wide GPUs. When the signing GPU accelerated solutions the number of GPUs available in the system and consistently the number of BGPUs that can be provisioned for VMs in the binding factor rather than CPU course or memory. So HPE ProLiant Gen 11 servers with Intel fourth generation science scalable processors enable us to deliver more virtual desktops per server than ever before. And with that I will pass it on to Alan to provide more details on the new Gen CPU performance. >> Thanks Cynthia. So you brought up I think a really great point earlier about the importance of achieving the right balance. So between the both of us, Intel and HPE, I'm sure we've heard countless feedback about how we should be optimizing efficiency for our customers and with four Gen Z and scalable in HP ProLiant Gen 11 servers I think we achieved just that with our built-in accelerator. So built-in acceleration delivers not only the revolutionary performance, but enables significant offload from valuable core execution. That offload unlocks a lot of previously unrealized execution efficiency. So for example, with quick assist technology built in, running engine X, TLS encryption to drive 65,000 connections per second we can offload up to 47% of the course that do other work. Accelerating AI inferences with AMX, that's 10X higher performance and we're now unlocking realtime inferencing. It's becoming an element in every workload from the data center to the Edge. And lastly, so with faster and more efficient database performance with RocksDB, we're executing with Intel in-memory analytics accelerator we're able to deliver 2X the performance per watt than prior gen. So I'll say it's that kind of offload that is really going to enable more and more virtualized desktops or users for any given deployment. >> Thanks everyone. We still got a lot more to discuss with Cynthia, Dennis and Allen, but we're going to take a break. Quick break before wrapping things up. You're watching theCUBE, the leader in tech coverage. We'll be right back. Okay, welcome back everyone to theCUBEs coverage of Compute Engineered for your Hybrid World. I'm John Furrier. We'll be wrapping up our discussion on advanced performance of VDI with the fourth gen Intel Zion scalable processers. Welcome back everyone. Dennis, we'll start with you. Let's continue our conversation and turn our attention to security. Obviously security is baked in from day zero as they say. What are some of the new security features or the key security features for the HP ProLiant Gen 11 server? >> Sure, I would like to start with the balance, right? We were talking about performance, we were talking about density, but Alan mentioned about the balance. So what about the security? The security is really important aspect especially if we're talking about solutions deployed at the H. When the security is not active but other aspects of the environment become non-important. And HP is uniquely positioned to deliver the best in class security solution on the market starting with the trusted supply chain and factories and silicon route of trust implemented from the factory. So the new ISO6 supports added protection leveraging SPDM for component authorization and not only enabled for the embedded server management, but also it is integrated with HP GreenLake compute ops manager that enables environment for secure and optimized configuration deployment and even lifecycle management starting from the single server deployed on the Edge and all the way up to the full scale distributed data center. So it brings uncompromised and trusted solution to customers fully protected at all tiers, hardware, firmware, hypervisor, operational system application and data. And the new intel CPUs play an important role in the securing of the platform. So Alan- >> Yeah, thanks. So Intel, I think our zero trust strategy toward security is a really great and a really strong parallel to all the focus that HPE is also bringing to that segment and market. We have even invested in a lot of hardware enabled security technologies like SGX designed to enhance data protection at rest in motion and in use. SGX'S application isolation is the most deployed, researched and battle tested confidential computing technology for the data center market and with the smallest trust boundary of any solution in market. So as we've talked about a little bit about virtualized use cases a lot of virtualized applications rely also on encryption whether bulk or specific ciphers. And this is again an area where we've seen the opportunity for offload to Intel's quick assist technology to encrypt within a single data flow. I think Intel and HP together, we are really providing security at all facets of execution today. >> I love that Software Guard Extension, SGX, also silicon root of trust. We've heard a lot about great stuff. Congratulations, security's very critical as we see more and more. Got to be embedded, got to be completely zero trust. Final question for you guys. Can you share any messages you'd like to share with the audience each of you, what should they walk away from this? What's in it for them? What does all this mean? >> Yeah, so I'll start. Yes, so to wrap it up, HPR Proliant Gen 11 servers are built on four generation science scalable processors to enable high density and extreme performance with high performance CDR five memory and PCI 5.0 plus HP engine engineered and validated workload solutions provide better ROI in any consumption model and prefer by a customer from Edge to Cloud. >> Dennis? >> And yeah, so you are talking about all of the great features that the new generation servers are bringing to our customers, but at the same time, customer IT organization should be ready to enable, configure, support, and fine tune all of these great features for the new server generation. And this is not an obvious task. It requires investments, skills, knowledge and experience. And HP is ready to step up and help customers at any desired skill with the HP Greenlake H2 cloud platform that enables customers for cloud like experience and convenience and the flexibility with the security of the infrastructure deployed in the private data center or in the Edge. So while consuming all of the HP solutions, customer have flexibility to choose the right level of the service delivered from HP GreenLake, starting from hardwares as a service and scale up or down is required to consume the full stack of the hardwares and software as a service with an option to paper use. >> Awesome. Alan, final word. >> Yeah. What should we walk away with? >> Yeah, thanks. So I'd say that we've talked a lot about the systems here in question with HP ProLiant Gen 11 and they're delivering on a lot of the business outcomes that our customers require in order to optimize for operational efficiency or to optimize for just to, well maybe just to enable what they want to do in, with their customers enabling new features, enabling new capabilities. Underpinning all of that is our fourth Gen Zion scalable platform. Whether it's the technology transitions that we're driving with DDR5 PCIA Gen 5 or the raw performance efficiency and scalability of the platform in CPU, I think we're here for our customers in delivering to it. >> That's great stuff. Alan, Dennis, Cynthia, thank you so much for taking the time to do a deep dive in the advanced performance of VDI with the fourth Gen Intel Zion scalable process. And congratulations on Gen 11 ProLiant. You get some great servers there and again next Gen's here. Thanks for taking the time. >> Thank you so much for having us here. >> Okay, this is theCUBEs keeps coverage of Compute Engineered for your Hybrid World sponsored by HP and Intel. I'm John Furrier for theCUBE. Accelerate VDI at the Edge. Thanks for watching.
SUMMARY :
the host of theCUBE. That's the topic of this topic here today. in the enterprise data center the ProLiant ML350. but also in the open office space by the fourth gen Intel deliver a lot of the business for each of the systems? One of the use cases can be and at the same time be redundant So in the end we're looking and the benefits of the fourth for VMs in the binding factor rather than from the data center to the Edge. for the HP ProLiant Gen 11 server? and not only enabled for the is the most deployed, got to be completely zero trust. by a customer from Edge to Cloud. of the HP solutions, Alan, final word. What should we walk away with? lot of the business outcomes the time to do a deep dive Accelerate VDI at the Edge.
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HPE Compute Security - Kevin Depew, HPE & David Chang, AMD
>>Hey everyone, welcome to this event, HPE Compute Security. I'm your host, Lisa Martin. Kevin Dee joins me next Senior director, future Surfer Architecture at hpe. Kevin, it's great to have you back on the program. >>Thanks, Lisa. I'm glad to be here. >>One of the topics that we're gonna unpack in this segment is, is all about cybersecurity. And if we think of how dramatically the landscape has changed in the last couple of years, I was looking at some numbers that H P V E had provided. Cybercrime will reach 10.5 trillion by 2025. It's a couple years away. The average total cost of a data breach is now over 4 million, 15% year over year crime growth predicted over the next five years. It's no longer if we get hit, it's when it's how often. What's the severity? Talk to me about the current situation with the cybersecurity landscape that you're seeing. >>Yeah, I mean the, the numbers you're talking about are just staggering and then that's exactly what we're seeing and that's exactly what we're hearing from our customers is just absolutely key. Customers have too much to lose. The, the dollar cost is just, like I said, staggering. And, and here at HP we know we have a huge part to play, but we also know that we need partnerships across the industry to solve these problems. So we have partnered with, with our, our various partners to deliver these Gen 11 products. Whether we're talking about partners like a M D or partners like our Nick vendors, storage card vendors. We know we can't solve the problem alone. And we know this, the issue is huge. And like you said, the numbers are staggering. So we're really, we're really partnering with, with all the right players to ensure we have a secure solution so we can stay ahead of the bad guys to try to limit the, the attacks on our customers. >>Right. Limit the damage. What are some of the things that you've seen particularly change in the last 18 months or so? Anything that you can share with us that's eye-opening, more eye-opening than some of the stats we already shared? >>Well, there, there's been a massive number of attacks just in the last 12 months, but I wouldn't really say it's so much changed because the amount of attacks has been increasing dramatically over the years for many, many, many years. It's just a very lucrative area for the bad guys, whether it's ransomware or stealing personal data, whatever it is, it's there. There's unfortunately a lot of money to be made into it, made from it, and a lot of money to be lost by the good guys, the good guys being our customers. So it's not so much that it's changed, it's just that it's even accelerating faster. So the real change is, it's accelerating even faster because it's becoming even more lucrative. So we have to stay ahead of these bad guys. One of the statistics of Microsoft operating environments, the number of tax in the last year, up 50% year over year, that's a huge acceleration and we've gotta stay ahead of that. We have to make sure our customers don't get impacted to the level that these, these staggering number of attacks are. The, the bad guys are out there. We've gotta protect, protect our customers from the bad guys. >>Absolutely. The acceleration that you talked about is, it's, it's kind of frightening. It's very eye-opening. We do know that security, you know, we've talked about it for so long as a, as a a C-suite priority, a board level priority. We know that as some of the data that HPE e also sent over organizations are risking are, are listing cyber risks as a top five concern in their organization. IT budgets spend is going up where security is concerned. And so security security's on everyone's mind. In fact, the cube did, I guess in the middle part of last, I did a series on this really focusing on cybersecurity as a board issue and they went into how companies are structuring security teams changing their assumptions about the right security model, offense versus defense. But security's gone beyond the board, it's top of mind and it's on, it's in an integral part of every conversation. So my question for you is, when you're talking to customers, what are some of the key challenges that they're saying, Kevin, these are some of the things the landscape is accelerating, we know it's a matter of time. What are some of those challenges and that they're key pain points that they're coming to you to help solve? >>Yeah, at the highest level it's simply that security is incredibly important to them. We talked about the numbers. There's so much money to be lost that what they come to us and say, is security's important for us? What can you do to protect us? What can you do to prevent us from being one of those statistics? So at a high level, that's kind of what we're seeing at a, with a little more detail. We know that there's customers doing digital transformations. We know that there's customers going hybrid cloud, they've got a lot of initiatives on their own. They've gotta spend a lot of time and a lot of bandwidth tackling things that are important to their business. They just don't have the bandwidth to worry about yet. Another thing which is security. So we are doing everything we can and partnering with everyone we can to help solve those problems for customers. >>Cuz we're hearing, hey, this is huge, this is too big of a risk. How do you protect us? And by the way, we only have limited bandwidth, so what can we do? What we can do is make them assured that that platform is secure, that we're, we are creating a foundation for a very secure platform and that we've worked with our partners to secure all the pieces. So yes, they still have to worry about security, but there's pieces that we've taken care of that they don't have to worry about and there's capabilities that we've provided that they can use and we've made that easy so they can build su secure solutions on top of it. >>What are some of the things when you're in customer conversations, Kevin, that you talk about with customers in terms of what makes HPE E'S approach to security really unique? >>Well, I think a big thing is security is part of our, our dna. It's part of everything we do. Whether we're designing our own asics for our bmc, the ilo ASIC ILO six used on Gen 11, or whether it's our firmware stack, the ILO firmware, our our system, UFI firmware, all those pieces in everything we do. We're thinking about security. When we're building products in our factory, we're thinking about security. When we're think designing our supply chain, we're thinking about security. When we make requirements on our suppliers, we're driving security to be a key part of those components. So security is in our D N a security's top of mind. Security is something we think about in everything we do. We have to think like the bad guys, what could the bad guy take advantage of? What could the bad guy exploit? So we try to think like them so that we can protect our customers. >>And so security is something that that really is pervasive across all of our development organizations, our supply chain organizations, our factories, and our partners. So that's what we think is unique about HPE is because security is so important and there's a whole lot of pieces of our reliance servers that we do ourselves that many others don't do themselves. And since we do it ourselves, we can make sure that security's in the design from the start, that those pieces work together in a secure manner. So we think that gives us a, an advantage from a security standpoint. >>Security is very much intention based at HPE e I was reading in some notes, and you just did a great job of talking about this, that fundamental security approach, security is fundamental to defend against threats that are increasingly complex through what you also call an uncompromising focus to state-of-the-art security and in in innovations built into your D N A. And then organizations can protect their infrastructure, their workloads, their data from the bad guys. Talk to us briefly in our final few minutes here, Kevin, about fundamental uncompromising protected the value in it for me as an HPE customer. >>Yeah, when we talk about fundamental, we're talking about the those fundamental technologies that are part of our platform. Things like we've integrated TPMS and sorted them down in our platforms. We now have platform certificates as a standard part of the platform. We have I dev id and probably most importantly, our platforms continue to support what we really believe was a groundbreaking technology, Silicon Root of trust and what that's able to do. We have millions of lines of firmware code in our platforms and with Silicon Root of trust, we can authenticate all of those lines of firmware. Whether we're talking about the the ILO six firmware, our U E I firmware, our C P L D in the system, there's other pieces of firmware. We authenticate all those to make sure that not a single line of code, not a single bit has been changed by a bad guy, even if the bad guy has physical access to the platform. >>So that silicon route of trust technology is making sure that when that system boots off and that hands off to the operating system and then eventually the customer's application stack that it's starting with a solid foundation, that it's starting with a system that hasn't been compromised. And then we build other things into that silicon root of trust, such as the ability to do the scans and the authentications at runtime, the ability to automatically recover if we detect something has been compromised, we can automatically update that compromised piece of firmware to a good piece before we've run it because we never want to run firmware that's been compromised. So that's all part of that Silicon Root of Trust solution and that's a fundamental piece of the platform. And then when we talk about uncompromising, what we're really talking about there is how we don't compromise security. >>And one of the ways we do that is through an extension of our Silicon Root of trust with a capability called S Spdm. And this is a technology that we saw the need for, we saw the need to authenticate our option cards and the firmware in those option cards. Silicon Root Prota, Silicon Root Trust protects against many attacks, but one piece it didn't do is verify the actual option card firmware and the option cards. So we knew to solve that problem we would have to partner with others in the industry, our nick vendors, our storage controller vendors, our G vendors. So we worked with industry standards bodies and those other partners to design a capability that allows us to authenticate all of those devices. And we worked with those vendors to get the support both in their side and in our platform side so that now Silicon Rivers and trust has been extended to where we protect and we trust those option cards as well. >>So that's when, when what we're talking about with Uncompromising and with with Protect, what we're talking about there is our capabilities around protecting against, for example, supply chain attacks. We have our, our trusted supply chain solution, which allows us to guarantee that our server, when it leaves our factory, what the server is, when it leaves our factory, will be what it is when it arrives at the customer. And if a bad guy does anything in that transition, the transit from our factory to the customer, they'll be able to detect that. So we enable certain capabilities by default capability called server configuration lock, which can ensure that nothing in the server exchange, whether it's firmware, hardware, configurations, swapping out processors, whatever it is, we'll detect if a bad guy did any of that and the customer will know it before they deploy the system. That gets enabled by default. >>We have an intrusion detection technology option when you use by the, the trusted supply chain that is included by default. That lets you know, did anybody open that system up, even if the system's not plugged in, did somebody take the hood off and potentially do something malicious to it? We also enable a capability called U EFI secure Boot, which can go authenticate some of the drivers that are located on the option card itself. Those kind of capabilities. Also ilo high security mode gets enabled by default. So all these things are enabled in the platform to ensure that if it's attacked going from our factory to the customer, it will be detected and the customer won't deploy a system that's been maliciously attacked. So that's got >>It, >>How we protect the customer through those capabilities. >>Outstanding. You mentioned partners, my last question for you, we've got about a minute left, Kevin is bring AMD into the conversation, where do they fit in this >>AMD's an absolutely crucial partner. No one company even HP can do it all themselves. There's a lot of partnerships, there's a lot of synergies working with amd. We've been working with AMD for almost 20 years since we delivered our first AM MD base ProLiant back in 2004 H HP ProLiant, DL 5 85. So we've been working with them a long time. We work with them years ahead of when a processor is announced, we benefit each other. We look at their designs and help them make their designs better. They let us know about their technology so we can take advantage of it in our designs. So they have a lot of security capabilities, like their memory encryption technologies, their a MD secure processor, their secure encrypted virtualization, which is an absolutely unique and breakthrough technology to protect virtual machines and hypervisor environments and protect them from malicious hypervisors. So they have some really great capabilities that they've built into their processor, and we also take advantage of the capabilities they have and ensure those are used in our solutions and in securing the platform. So a really such >>A great, great partnership. Great synergies there. Kevin, thank you so much for joining me on the program, talking about compute security, what HPE is doing to ensure that security is fundamental, that it is unpromised and that your customers are protected end to end. We appreciate your insights, we appreciate your time. >>Thank you very much, Lisa. >>We've just had a great conversation with Kevin Depu. Now I get to talk with David Chang, data center solutions marketing lead at a md. David, welcome to the program. >>Thank, thank you. And thank you for having me. >>So one of the hot topics of conversation that we can't avoid is security. Talk to me about some of the things that AMD is seeing from the customer's perspective, why security is so important for businesses across industries. >>Yeah, sure. Yeah. Security is, is top of mind for, for almost every, every customer I'm talking to right now. You know, there's several key market drivers and, and trends, you know, in, out there today that's really needing a better and innovative solution for, for security, right? So, you know, the high cost of data breaches, for example, will cost enterprises in downtime of, of the data center. And that time is time that you're not making money, right? And potentially even leading to your, to the loss of customer confidence in your, in your cust in your company's offerings. So there's real costs that you, you know, our customers are facing every day not being prepared and not having proper security measures set up in the data center. In fact, according to to one report, over 400 high-tech threats are being introduced every minute. So every day, numerous new threats are popping up and they're just, you know, the, you know, the bad guys are just getting more and more sophisticated. So you have to take, you know, measures today and you have to protect yourself, you know, end to end with solutions like what a AM MD and HPE has to offer. >>Yeah, you talked about some of the costs there. They're exorbitant. I've seen recent figures about the average, you know, cost of data breacher ransomware is, is close to, is over $4 million, the cost of, of brand reputation you brought up. That's a great point because nobody wants to be the next headline and security, I'm sure in your experiences. It's a board level conversation. It's, it's absolutely table stakes for every organization. Let's talk a little bit about some of the specific things now that A M D and HPE E are doing. I know that you have a really solid focus on building security features into the EPIC processors. Talk to me a little bit about that focus and some of the great things that you're doing there. >>Yeah, so, you know, we partner with H P E for a long time now. I think it's almost 20 years that we've been in business together. And, and you know, we, we help, you know, we, we work together design in security features even before the silicons even, you know, even born. So, you know, we have a great relationship with, with, with all our partners, including hpe and you know, HPE has, you know, an end really great end to end security story and AMD fits really well into that. You know, if you kind of think about how security all started, you know, in, in the data center, you, you've had strategies around encryption of the, you know, the data in, in flight, the network security, you know, you know, VPNs and, and, and security on the NS. And, and even on the, on the hard drives, you know, data that's at rest. >>You know, encryption has, you know, security has been sort of part of that strategy for a a long time and really for, you know, for ages, nobody really thought about the, the actual data in use, which is, you know, the, the information that's being passed from the C P U to the, the, the memory and, and even in virtualized environments to the, the, the virtual machines that, that everybody uses now. So, you know, for a long time nobody really thought about that app, you know, that third leg of, of encryption. And so a d comes in and says, Hey, you know, this is things that as, as the bad guys are getting more sophisticated, you, you have to start worrying about that, right? And, you know, for example, you know, you know, think, think people think about memory, you know, being sort of, you know, non-persistent and you know, when after, you know, after a certain time, the, the, you know, the, the data in the memory kind of goes away, right? >>But that's not true anymore because even in in memory data now, you know, there's a lot of memory modules that still can retain data up to 90 minutes even after p power loss. And with something as simple as compressed, compressed air or, or liquid nitrogen, you can actually freeze memory dams now long enough to extract the data from that memory module for up, you know, up, up to two or three hours, right? So lo more than enough time to read valuable data and, and, and even encryption keys off of that memory module. So our, our world's getting more complex and you know, more, the more data out there, the more insatiable need for compute and storage. You know, data management is becoming all, all the more important, you know, to keep all of that going and secure, you know, and, and creating security for those threats. It becomes more and more important. And, and again, especially in virtualized environments where, you know, like hyperconverged infrastructure or vir virtual desktop memories, it's really hard to keep up with all those different attacks, all those different attack surfaces. >>It sounds like what you were just talking about is what AMD has been able to do is identify yet another vulnerability Yes. Another attack surface in memory to be able to, to plug that hole for organizations that didn't, weren't able to do that before. >>Yeah. And, you know, and, and we kind of started out with that belief that security needed to be scalable and, and able to adapt to, to changing environments. So, you know, we, we came up with, you know, the, you know, the, the philosophy or the design philosophy that we're gonna continue to build on those security features generational generations and stay ahead of those evolving attacks. You know, great example is in, in the third gen, you know, epic C P U, that family that we had, we actually created this feature called S E V S N P, which stands for SECURENESS Paging. And it's really all around this, this new attack where, you know, your, the, the, you know, it's basically hypervisor based attacks where people are, you know, the bad actors are writing in to the memory and writing in basically bad data to corrupt the mem, you know, to corrupt the data in the memory. So s e V S and P is, was put in place to help, you know, secure that, you know, before that became a problem. And, you know, you heard in the news just recently that that becoming a more and more, more of a bigger issue. And the great news is that we had that feature built in, you know, before that became a big problem. >>And now you're on the fourth gen, those epic crosses talk of those epic processes. Talk to me a little bit about some of the innovations that are now in fourth gen. >>Yeah, so in fourth gen we actually added, you know, on top of that. So we've, we've got, you know, the sec the, the base of our, our, what we call infinity guard is, is all around the secure boot. The, you know, the, the, the, the secure root of trust that, you know, that we, we work with HPE on the, the strong memory encryption and the S E V, which is the secure encrypted virtualization. And so remember those s s and p, you know, incap capabilities that I talked about earlier. We've actually, in the fourth gen added two x the number of sev v s and P guests for even higher number of confidential VMs to support even more customers than before. Right? We've also added more guest protection from simultaneous multi threading or S M T side channel attacks. And, you know, while it's not officially part of Infinity Guard, we've actually added more APEC acceleration, which greatly benefits the security of those confidential VMs with the larger number of VCPUs, which basically means that you can build larger VMs and still be secured. And then lastly, we actually added even stronger a e s encryption. So we went from 128 bit to 256 bit, which is now military grade encryption on top of that. And, you know, and, and that's really, you know, the de facto crypto cryptography that is used for most of the applications for, you know, customers like the US federal government and, and all, you know, the, is really an essential element for memory security and the H B C applications. And I always say if it's good enough for the US government, it's good enough for you. >>Exactly. Well, it's got to be, talk a little bit about how AMD is doing this together with HPE a little bit about the partnership as we round out our conversation. >>Sure, absolutely. So security is only as strong as the layer below it, right? So, you know, that's why modern security must be built in rather than, than, you know, bolted on or, or, or, you know, added after the fact, right? So HPE and a MD actually developed this layered approach for protecting critical data together, right? Through our leadership and, and security features and innovations, we really deliver a set of hardware based features that, that help decrease potential attack surfaces. With, with that holistic approach that, you know, that safeguards the critical information across system, you know, the, the entire system lifecycle. And we provide the confidence of built-in silicon authentication on the world's most secure industry standard servers. And with a 360 degree approach that brings high availability to critical workloads while helping to defend, you know, against internal and external threats. So things like h hp, root of silicon root of trust with the trusted supply chain, which, you know, obviously AMD's part of that supply chain combined with AMD's Infinity guard technology really helps provide that end-to-end data protection in today's business. >>And that is so critical for businesses in every industry. As you mentioned, the attackers are getting more and more sophisticated, the vulnerabilities are increasing. The ability to have a pa, a partnership like H P E and a MD to deliver that end-to-end data protection is table stakes for businesses. David, thank you so much for joining me on the program, really walking us through what am MD is doing, the the fourth gen epic processors and how you're working together with HPE to really enable security to be successfully accomplished by businesses across industries. We appreciate your insights. >>Well, thank you again for having me, and we appreciate the partnership with hpe. >>Well, you wanna thank you for watching our special program HPE Compute Security. I do have a call to action for you. Go ahead and visit hpe com slash security slash compute. Thanks for watching.
SUMMARY :
Kevin, it's great to have you back on the program. One of the topics that we're gonna unpack in this segment is, is all about cybersecurity. And like you said, the numbers are staggering. Anything that you can share with us that's eye-opening, more eye-opening than some of the stats we already shared? So the real change is, it's accelerating even faster because it's becoming We do know that security, you know, we've talked about it for so long as a, as a a C-suite Yeah, at the highest level it's simply that security is incredibly important to them. And by the way, we only have limited bandwidth, So we try to think like them so that we can protect our customers. our reliance servers that we do ourselves that many others don't do themselves. and you just did a great job of talking about this, that fundamental security approach, of code, not a single bit has been changed by a bad guy, even if the bad guy has the ability to automatically recover if we detect something has been compromised, And one of the ways we do that is through an extension of our Silicon Root of trust with a capability ensure that nothing in the server exchange, whether it's firmware, hardware, configurations, That lets you know, into the conversation, where do they fit in this and in securing the platform. Kevin, thank you so much for joining me on the program, Now I get to talk with David Chang, And thank you for having me. So one of the hot topics of conversation that we can't avoid is security. numerous new threats are popping up and they're just, you know, the, you know, the cost of, of brand reputation you brought up. know, the data in, in flight, the network security, you know, you know, that app, you know, that third leg of, of encryption. the data from that memory module for up, you know, up, up to two or three hours, It sounds like what you were just talking about is what AMD has been able to do is identify yet another in the third gen, you know, epic C P U, that family that we had, Talk to me a little bit about some of the innovations Yeah, so in fourth gen we actually added, you know, Well, it's got to be, talk a little bit about how AMD is with that holistic approach that, you know, that safeguards the David, thank you so much for joining me on the program, Well, you wanna thank you for watching our special program HPE Compute Security.
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Kevin Depew | HPE ProLiant Gen11 – Trusted Security by Design
>>Hey everyone, welcome to the cube. Lisa Martin here with Kevin Depu, senior Director Future Server Architecture at hpe. Kevin, it's great to have you on the program. You're gonna be breaking down everything that's exciting and compelling about Gen 11. How are you today? >>Thanks Lisa, and I'm doing great. >>Good, good, good. So let's talk about ProLiant Gen 11, the next generation of compute. I read some great stats on hpe.com. I saw that Gen 11 added 28 new world records while delivering up to 99% higher performance and 43% more energy efficiency than the previous version. That's amazing. Talk to me about Gen 11. What makes this update so compelling? >>Well, you talked about some of the stats regarding the performance and the power efficiency, and those are excellent. We partnered with amd, we've got excellent performance on these platforms. We have excellent power efficiency, but the advantage of this platform go beyond that. Today we're gonna talk a lot about cybersecurity and we've got a lot of security capabilities in these platforms. We've built on top of the security capabilities that we've had, generation over generation, we've got some new exciting capabilities we'll be talking about. So whether it's the performance, whether it's power efficient, whether it's security, all those capabilities are in this platform. Security is part of our dna. We put it into the design from the very beginning, and we've partnered with AMD to deliver what we think is a very compelling story. >>The security piece is absolutely critical. The to, we could have a, you know, an entire separate conversation on the cybersecurity landscape and the changes there. But one of the things I also noticed in the material on Gen 11 is that HPE says it's fundamental. What do you mean by that and what's new that makes it so fundamental? >>Well, by saying it's fundamental is security is a fundamental part of the platform. You need systems that are reliable. You need systems that have excellent performance. You need systems that are, have very good power efficiency, those things you talked about before, those are all very important to have a good server, but security's a part that's absolutely critical as well. So security is one of the fundamental capabilities of the platform. I had mentioned. We built on top of capabilities, capabilities like our silicon root of trust, which ensures that the firmware stack on these platforms is not compromised. Those are continuing this platform and have been expanded on. We have our trusted supply chain and we've expanded on that as well. We have a lot of security capabilities, our platform certificates, our IEB IDs. There's just a lot of security capabilities that are absolutely fundamental to these being a good solution because as we said, security is fundamental. It's an absolutely critical part of these platforms. >>Absolutely. For companies in every industry. I wanna talk a little bit about about one of the other things that HPE describes Gen 11 as as being uncompromising. And I wanted to understand what that means and what's the value add in it for customers? >>Yeah. Well, by uncompromising means we can't compromise on security. Security to what I said before, it's fundamental. It can't be promised. You have to have security be strong on these platforms. So one of the capabilities, which we're specifically talking about when we talk about Uncompromising is a capability called spdm. We've extended our silicon root of trust, which is one of our key technologies we've had since our Gen 10 platforms. We've extended that through something called spdm. We saw a problem in the industry with the ability to authenticate option cards and other devices in the system. Silicon Root of Trust verified many pieces of firmware in the platform, but one piece that it wasn't verifying was the option cards. And we needed, we knew we needed to solve this problem and we knew we couldn't do it a hundred percent on our own because we needed to work with our partners, whether it's a storage option card, a nick, or even devices in the future, we needed to make sure that we could verify that those were what they were meant to be. >>They weren't compromised, they weren't maliciously compromised and that we could authenticate them. So we worked with industry standards bodies to create the S P M specification. And what that allows us to do is authenticate the option cards in the systems. So that's one of our new capabilities that we've added in these platforms. So we've gone beyond securing all of the things that Silicon Real Trust secured in the past to extending that to the option cards and their firmware as well. So when we boot up one of these platforms, when we hand off to the OS and to the the customers software solution, they can be, they can rest assured that all the things that have run all that, that platform is not compromised. A bad guy has not gone in and changed things and that includes a bad guy with physical access to the platform. So that's why we have unpromised security in these platforms. >>Outstanding. That sounds like great work that's been done there and giving customers that piece of mind where security is concerned is table stakes for everybody across the organization. Kevin, you mentioned partners. I know HPE is extending protection to the partner ecosystem. I wanted to get a little bit more info on that from you. >>Yeah, we've worked with our option co card vendors, numerous partners across the industry to support spdm. We were the ones who kind of went to the, the industry standards bodies and said, we need to solve this problem. And we had agreement from everybody. Everybody agrees this is a problem that had to be solved. So, but to solve it, you've gotta have a partnership. We can't just do it on our own. There's a lot of things that we HPE can solve on our own. This is not one of them to be able to get a method that we could authenticate and trust the option cards in the system. We needed to work with our option card vendors. So that's something that we, we did. And we use also some capabilities that we work with some of our processor vendor partners as well. So working with partners across the industry, we were able to deliver spdm. >>So we know that option card, whether it's a storage card or a Nick Card or, or GPUs in the future, those, those may not be there from day one, but we know that those option cards are what they intended because you could do an attack where you compromise the option card, you compromise the firmware in that option card and option cards have the ability to read and write to memory using something called dma. And if those cards are running firmware that's being created by a bad guy, they can do a lot of, of very costly attacks. I mean we, there's a lot of statistics that showed just how, how costly cybersecurity attacks are. If option cards have been compromised, you can do some really bad things. So this is how we can trust those option cards. And we had to partner with those, those partners in the industry to both define the spec and both sides had to implement to that specification so that we could deliver the solution we're delivering. >>HPE is such a strong partner ecosystem. You did a great job of articulating the value in this for customers. From a security perspective, I know that you're also doing a lot of collaboration and work with amd. Talk to me a little bit about that and the value in it for your joint customers. >>Yeah, absolutely. AMD is a longstanding partner. We actually started working with AMD about 20 years ago when we delivered our first AMD opton based platform, the HP pro, HP Pliant, DL 5 85. So we've got a long engineering relationship with AMD and we've been making products with AMD since they introduced their epic generation processor in 2017. That's when AMD really upped the secure their security game. They created capabilities with their AMD secure processor, their secure encryption virtualization, their memory encryption technologies. And we work with AMD long before platforms actually release. So they come to us with their ideas, their designs, we collaborate with them on things we think are valuable when we see areas where they can do things better, we provide feedback. So we really have a partnership to make these processors better. And it's not something where we just work with them for a short amount of time and deliver a product. >>We're working with them for years before those products come out. So that partnership allows both parties to create better platforms cuz we understand what they're capable of, they understand what our needs are as a, as a server provider. And so we help them make their processors better and they help us make our products better. And that extends in all areas, whether it's performance, power, efficiency, but very importantly in what we're talking about here, security. So they have got an excellent security story with all of their technologies. Again, memory encryption. They, they've got some exceptional technologies there. All their secure encryption, virtualization to secure virtualized environments, those are all things that they excel at. And we take advantage of those in our designs. We make sure that those so work with our servers as part of a solution >>Sounds like a very deeply technically integrated and longstanding relationship that's really symbiotic for both sides. I wanted to get some information from you on HPE server security optimized service. Talk to me about what that is. How does that help HP help its customers get around some of those supply chain challenges that are persistent? >>Yeah, what that is is with our previous generation of products, we announced something called our HPE trusted supply chain and but that was focused on the US market with the solution for gen 11. We've expanded that to other markets. It's, it's available from factories other than the ones in our us it's available for shipping products to other geographies. So what that really was is taking the HPE trusted supply chain and expanding it to additional geographies throughout the world, which provides a big, big benefit for our non-US based customers. And what that is, is we're trying to make sure that the server that we ship out of our factories is indeed exactly what that customer is getting. So try to prevent any possibility of attack in the supply chain going from our factories to the customer. And if there is an attack, we can detect it and the customer knows about it. >>So they won't deploy a system that's been compromised cuz there, there have been high profile cases of supply chain attacks. We don't want to have that with our, our customers buying our Reliant products. So we do things like enable you I Secure Boot, which is an ability to authenticate the, what's called a u i option ROM driver on option cards. That's enabled by default. Normally that's not enabled by default. We enable our high security mode in our ILO product. We include our intrusion tech detection technology option, which is an optional feature, but it's their standard when you buy one of the boxes with this, this capability, this trusted supply chain capability. So there's a lot of capabilities that get enabled at the factory. We also enable server configuration lock, which allows a customer to detect, get a bad guy, modify anything in the platform when it transits from our factory to them. So what it allows a customer to do is get that platform and know that it is indeed what it is intended to be and that it hasn't been attacked and we've now expanded that to many geographies throughout the world. >>Excellent. So much more coverage across the world, which is so incredibly important. As cyber attacks continue to rise year over year, the the ransomware becomes a household word, the ransoms get even more expensive, especially considering the cybersecurity skills gap. I'm just wondering what are some of the, the ways in which everything that you've described with Gen 11 and the HPE partner ecosystem with A and B for example, how does that help customers to get around that security skills gap that is present? >>Well, the key thing there is we care about our customer security. So as I mentioned, security is in our dna. We do, we consider security in everything. We do every update to firm where we make, when we do the hardware design, whatever we're doing, we're always considering what could a bad guy do? What could a bad guy take advantage of and attempt to prevent it. And AMD does the same thing. You can look at all the technologies they have in their AMD processor. They're, they're making sure their processor is secure. We're making sure our platform is secure so the customer doesn't have to worry about it. So that's something the customer can trust us. They can trust the amd so they know that that's not the area where they, they have to expend their bandwidth. They can extend their bandwidth on the security on other parts of the, the solution versus knowing that the platform and the CPU is secure. >>And beyond that, we create features and capabilities that they can take advantage of in the, in the case of amd, a lot of their capabilities are things that the software stack and the OS can take advantage of. We have capabilities on the client side that the software and that they can take advantage of, whether it's server configuration lock or whatever. We try to create features that are easy for them to use to make their environments more secure. So we're making things that can trust the platform, they can trust the processor, they don't have to worry about that. And then we have features and capabilities that lets them solve some of the problems easier. So we're, we're trying to, to help them with that skills gap by making certain things easier and making certain things that they don't even have to worry about. >>Right. It sounds like allowing them to be much more strategic about the security skills that they do have. My last question for you, Kevin, is Gen 11 available now? Where can folks go to get their hands on it? >>So Gen 11 was announced earlier this month. The products will actually be shipping before the end of this year, before the end of 2022. And you can go to our website and find all about our compute security. So it all that information's available on our website. >>Awesome. Kevin, it's been a pleasure talking to you, unpacking Gen 11, the value in it, why security is fundamental to the uncompromising nature with which HPE and partners have really updated the system and the rest of world coverage that you guys are enabling. We appreciate your insights on your time, Kevin. >>Thank you very much, Lisa. Appreciate >>It. And we want to let you and the audience know, check out hpe.com/info/compute for more info on 11. Thanks for watching.
SUMMARY :
Kevin, it's great to have you on the program. So let's talk about ProLiant Gen 11, the next generation of compute. We put it into the design from the very beginning, The to, we could have a, you know, an entire separate conversation So security is one of the fundamental capabilities of the platform. And I wanted to understand what that means and what's the value add in it for customers? a nick, or even devices in the future, we needed to make sure that we could verify in the past to extending that to the option cards and their firmware as well. is table stakes for everybody across the organization. the industry standards bodies and said, we need to solve this problem. the spec and both sides had to implement to that specification so that we could deliver You did a great job of articulating the value in this for customers. So they come to us with their ideas, their designs, we collaborate parties to create better platforms cuz we understand what they're capable of, Talk to me about what that is. possibility of attack in the supply chain going from our factories to the customer. So we do things like enable you I Secure Boot, So much more coverage across the world, which is so incredibly important. So that's something the customer can trust us. We have capabilities on the client side that the It sounds like allowing them to be much more strategic about the security skills that they do have. So it all that information's available on our website. Kevin, it's been a pleasure talking to you, unpacking Gen 11, the value in It. And we want to let you and the audience know, check out hpe.com/info/compute
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Keith White, HPE | AWS re:Invent 2022
(upbeat music) >> Hello, everybody. John Walls here, as we continue our coverage of AWS re:Invent here on theCUBE. And today we're going to go talk about the edge. What's out there on the edge, and how do we make sense of it? How do we use that data, and put it to work, and how do we keep it secure? Big questions, a lot of questions, and at the end of the day, what's the value prop for you, the customer, to make it all work? With me to talk about that is the Executive Vice President and GM of HPE GreenLake, Keith White. Keith, thanks for joining us here on theCUBE. >> John, thanks so much for having me. I really appreciate the opportunity, and excited to have a conversation today. >> Yeah, good. Well, let's just jump right in. First off, about the edge. There was a time, not so long ago, that it was kind of the Wild, Wild West out there, right? And we were trying to corral this fantastic reservoir of data that was streaming in from every which point, to the point now where we've realized how to refine that, how to develop that, how to reduce that complexity, to make that actionable. Talk about that journey a little bit, about where we were with edge technology maybe five, six years ago, and how we've migrated to the point we are now, where GreenLake is doing the great work that it is. >> You know, it's really a great question, John, cause I think there's a lot of different definitions of the edge, and what does "the edge" actually mean. And you're right, you know, there's been a pretty big transformation over the last few years, especially as we think about things like IoT, and just being able to engage with edge scenarios. But today what you're seeing is a lot of digital transformations happening with companies around three big megatrends. Cloud, meaning hybrid cloud, multi-cloud, data, and how you analyze that data to make decisions. And of course the edge, like we're talking through. And you know, frankly, with the edge, this is where we see the connectivity and security requirements really connect, because that edge information is so important, so critical to stay secure, but also it's creating that tremendous amount of data, as you mentioned. And so folks want to pull that into their cloud environment, and then make decisions and analyze that data, and plug it into the systems that they have overall. And you know, you're seeing companies like Auckland Transport, right? They basically do an AI-enhanced video feed to optimize their transport routes. And as you think about supply chain and the big challenges that we're seeing today, or you think about public transportation, and, you know, really providing information with respect to customers, but how do you take and get all that information pulled together, to then make decisions from these various edge points throughout? Or a company like ABB, who's been building the factory of the future, and doing, basically, you know, robotics-as-a-service, if you will, in order to really get that precision required at the edge in order to manufacture what they need to. So, massive uses around the edge, massive data getting created, and HPE GreenLake's a great spot for folks to help, you know, really take and leverage that data, to make those those decisions that are required. >> You know, one example in terms of case studies, or in terms of your client base that you talk about, you know, the automotive sector. >> Yeah. >> And I think about what's going on in terms of, with that technology, and I can't even imagine the kind of mechanics that are happening, right? In real time, at 60, 70 miles an hour, through all kinds of environmental conditions. So maybe just touch base, too, about what you're doing that's in terms of automotive, and what's going to be- >> No, it's great, John, yeah. >> (indistinct) then? >> Yeah, no, it's an awesome question, because, you know, we're working closely with a lot of the car manufacturers, as well as their sort of subsidiaries, if you will. So you look at autonomous driving, which is a great example. All that data has to come in and get analyzed. And if you look at a company like Volvo, they use a third party called Zenseact, who basically uses our high-performance compute to deliver it as a service through HPE GreenLake. They get all this massive parallel computing, modeling and simulations happening, with all this data coming in. And so what we've done with GreenLake is we give them that ability to easily scale up, to grow capacity, to get access to that hundreds of petabytes of data that you just mentioned. And then, you know, really basically take and make analytics and AI models and machine learning capabilities out of that, in order to really direct and fuel their mission to develop that next-generation software to support that autonomous driving capability. And so you're seeing that with a ton of different car manufacturers, as well as a lot of different other scenarios as well. So you're spot on. Automotive is a key place for that. >> You know, and too, the similarities here, the common thread, I think, threads, actually, plural, are very common. We think about access, right? We think about security, we think about control, we think about data, we think about analytics, so I mean, all these things are factoring in, in this extraordinarily dynamic environment. So is there a batting order, or a pecking order, in terms of addressing those areas of concern, or what kind of, I guess, learning curve have we had on that front? >> Well, I think you're, I think the key is, as I mentioned earlier, so you have this connectivity piece, and you've got to be able to connect and be available as required. That might be through SD-WAN, that might be Wi-Fi, that might be through a network access point, et cetera. But the key is that security piece of it as well. Customers need to know that that data and that edge device is very, very secure. And then you've got to have that connectivity back into your environment. And so what we've learned with HPE GreenLake, which, really what that does, is that brings that cloud experience, that public cloud experience, to customers in their data center, on-premise, in their colo, or at the edge, like we're talking about now, because there's a lot of need to keep that data secure, private, to make sure that it's not out in the public cloud and accessible, or those types of scenarios. So as I think about that piece of it, then it turns into, okay, how do we take all that data and do the analytics and the AI modeling that we talked about before? So it's a really interesting flow that has to happen. But what's happening is, people are really transforming their business, transforming their business models, as we just talked about. Factory of the future, you know, transportation needs. We're seeing it in different environments as well. Automotive, as you mentioned. But it's exciting, it's an exciting time, with all of this opportunity to really change not only how a business can run, but how we as consumers interact and engage with that. >> And then ultimately for the company, the value prop's got to be there. And you've already cited a number of areas. Is there one key metric that you look at, or one key deliverable that you look at here, in terms of what the ultimate value proposition is for a customer? >> You bet. I think the biggest thing is, you know, our customers and their satisfaction. And so, to date, you know, we have well over 60,000 customers on the platform. We have a retention rate of 96%, so a very, very small number that haven't stayed on the platform itself. And that means that they're satisfied. And what we're seeing also is a continued growth in usage for new environments, new workloads, new solutions that a customer is trying to drive as well. And so those are some of the key metrics we look at, with respect to our customer satisfaction, with their retention rate, with their usage capabilities, and then how we're growing that piece. And the interesting thing, John, is what we've learned is that HPE, as a company, traditionally was very hardware focused, it was a hardware vendor, transacting, responding to RFPs for compute, storage, and networking. With GreenLake now moving into the cloud services realm, we're now having conversations with customers as their partner. How do we solve this problem? How do we transform our business? How do we accelerate our growth? And that's been very exciting for us as a company, to really make that significant transformation and shift to being part of our customer's environments in a partnership type way. >> Yeah. And now you're talking about ecosystem, right? And what you're developing, not only in your partners, but also maybe what lessons you're learning in one respect you can apply to others. What's happening in that respect, in terms of the kind of universe that you're developing, and how applicable, maybe, one experience is to another client's needs? >> Yeah, no, it's a great question, because in essence, what happens is, we're sort of the tip of the spear, and we're partnering with customers to really go in deep, and understand how to utilize that. We can take that learning, and then push that out to our ecosystem, so that they can scale and they can work with more customers with respect to that piece of it. The second is, is that we're really driving into these more solution-oriented partners, right? The ISVs, the system integrators, the managed service providers, the colos, and even the hyperscalers, as we've talked about, and why we're here with our friends at AWS, is, customers are requiring a hybrid environment. They want to leverage tools up in the public cloud, but they also want the on-prem capabilities, and they need those to work together. And so this ecosystem becomes very dynamic with respect to, hey, what are we learning, and how do we solve our customer's problems together? I always talk about the ecosystem being 1 + 1 = 3 for our customers. It has to be that way, and frankly, our customers are expecting that. And that's why we're excited to be here today with our, as I said, our friends at AWS. >> And how does open play in all this too, right? Because, I mean, that provides, I assume, the kind of flexibility that people are looking for, you know, they, you know, having that open environment and making an opportunity available to them is a pretty big attractive element. >> It's huge, right? Yeah, as you know, people don't want to get locked in to a single technology. They don't want to get locked in to a single cloud. They don't want to have to, they want to be able to utilize the best of the best. And so maybe there's some tools in the public cloud that can really help from an analytics standpoint, but we can store and we can process it locally in our data center, at the edge, or in a colo. And so that best of both worlds is there, but it has to be an open platform. I have to be able to choose my container, my virtual machine, my AI tools, my, you know, capabilities, my ISV application, so that I have that flexibility. And so it's been fantastic for us to move into this open platform environment, to be able to have customers leverage the best and what's going to work best for them, and then partnering with those folks closely to, again, deliver those solutions that are required. >> You know, this is, I mean, it appears, as I'm hearing you talk about this, in terms of the partnerships you're creating, the ecosystem that you're developing, how that's evolving, lessons that you've learned, the attention you've paid to security and data analytics. I get the feeling that you've got a lot of momentum, right? A lot of things are happening here. You've got big mo on your side right now. (Keith laughs) Would you characterize it that way? >> Yeah, you know, there's a ton of momentum. I think what we're finding is, customers are requiring that cloud experience on-prem. You know, they're getting it from AWS and some of the other hyperscalers, but they want that same capability on-prem. And so what we've seen is just a dramatic increase with respect to usage, customers. We're adding hundreds of customers every quarter. We're growing in the triple digits, three of the last four quarters. And so, yeah, we're seeing tremendous momentum, but as I said, what's been most important is that relationship with the customer. We've really flipped it to becoming that partner with them. And again, bringing that ecosystem to bear, so that we can have the best of all worlds. And it's been fantastic to see, and frankly, the momentum's been tremendous. And we're in a quiet period right now, but you'll see what our earnings are here in the next couple weeks, and we can talk more details on that, but in the past, as we talked about, we've grown, you know, triple digits three of the last four quarters, and, you know, well over $3 billion, well over $8 billion of total contract value that we've implemented to date. And, you know, the momentum is there, but, again, most importantly is, we're solving our customers' problems together, and we're helping them accelerate their business and their transformation. >> I know you mentioned earnings, the report's a few weeks away. I saw your smile, that big old, you know, grin, so I have a feeling the news is pretty good from the HPE GreenLake side. >> It is. We're excited about it. And you know, again, this really is just a testament to the transformation we've made as a company in order to move towards those cloud services. And you know, you'll hear us talk about it as the core of what we're doing as a company, holistically, again, because this is what customers are requiring, this is what our ecosystem is moving towards. And it's been really fun, it's been a great, great ride. >> Excellent. Keith, appreciate the time, and keep up the good work, and I'm going to look for that earnings report here in a few weeks. >> Awesome. Thanks so much, John. Take good care. Appreciate it. >> You bet, you too. Keith White joining us here, talking about HPE GreenLake, and defining what they're doing in terms of bringing the edge back into the primary systems for a lot of companies. So, good work there. We'll continue our coverage here in theCUBE. You're watching theCUBE coverage of AWS re:Invent. And I'm John Walls. (lively music)
SUMMARY :
and at the end of the day, and excited to have a conversation today. to the point we are now, to help, you know, really base that you talk about, And I think about And so what we've done with GreenLake the similarities here, and do the analytics and the AI modeling that you look at here, And so, to date, you know, in terms of the kind of and they need those to work together. you know, having that open environment And so that best of both worlds is there, in terms of the partnerships but in the past, as we talked about, big old, you know, grin, And you know, again, this and I'm going to look for Take good care. in terms of bringing the edge
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Kirk Bresniker, HPE | SuperComputing 22
>>Welcome back, everyone live here at Supercomputing 22 in Dallas, Texas. I'm John for host of the Queue here at Paul Gillin, editor of Silicon Angle, getting all the stories, bringing it to you live. Supercomputer TV is the queue right now. And bringing all the action Bresniker, chief architect of Hewlett Packard Labs with HP Cube alumnis here to talk about Supercomputing Road to Quantum. Kirk, great to see you. Thanks for coming on. >>Thanks for having me guys. Great to be >>Here. So Paul and I were talking and we've been covering, you know, computing as we get into the large scale cloud now on premises compute has been one of those things that just never stops. No one ever, I never heard someone say, I wanna run my application or workload on slower, slower hardware or processor or horsepower. Computing continues to go, but this, we're at a step function. It feels like we're at a level where we're gonna unleash new, new creativity, new use cases. You've been kind of working on this for many, many years at hp, Hewlett Packard Labs, I remember the machine and all the predecessor r and d. Where are we right now from your standpoint, HPE standpoint? Where are you in the computing? It's as a service, everything's changing. What's your view? >>So I think, you know, you capture so well. You think of the capabilities that you create. You create these systems and you engineer these amazing products and then you think, whew, it doesn't get any better than that. And then you remind yourself as an engineer. But wait, actually it has to, right? It has to because we need to continuously provide that next generation of scientists and engineer and artists and leader with the, with the tools that can do more and do more frankly with less. Because while we want want to run the program slower, we sure do wanna run them for less energy. And figuring out how we accomplish all of those things, I think is, is really where it's gonna be fascinating. And, and it's also, we think about that, we think about that now, scale data center billion, billion operations per second, the new science, arts and engineering that we'll create. And yet it's also what's beyond what's beyond that data center. How do we hook it up to those fantastic scientific instruments that are capable to generate so much information? We need to understand how we couple all of those things together. So I agree, we are at, at an amazing opportunity to raise the aspirations of the next generation. At the same time we have to think about what's coming next in terms of the technology. Is the silicon the only answer for us to continue to advance? >>You know, one of the big conversations is like refactoring, replatforming, we have a booth behind us that's doing energy. You can build it in data centers for compute. There's all kinds of new things. Is there anything in the paradigm of computing and now on the road to quantum, which I know you're involved, I saw you have on LinkedIn, you have an open rec for that. What paradigm elements are changing that weren't in play a few years ago that you're looking at right now as you look at the 20 mile stair into quantum? >>So I think for us it's fascinating because we've had a tailwind at our backs my whole career, 33 years at hp. And what I could count on was transistors got at first they got cheaper, faster and they use less energy. And then, you know, that slowed down a little bit. Now they're still cheaper and faster. As we look in that and that Moore's law continues to flatten out of it, there has to be something better to do than, you know, yet another copy of the prior design opening up that diversity of approach. And whether that is the amazing wafer scale accelerators, we see these application specific silicon and then broadening out even farther next to the next to the silicon. Here's the analog computational accelerator here is now the, the emergence of a potential quantum accelerator. So seeing that diversity of approaches, but what we have to happen is we need to harness all of those efficiencies and yet we still have to realize that there are human beings that need to create the application. So how do we bridge, how do we accommodate the physical of, of new kinds of accelerator? How do we imagine the cyber physical connection to the, to the rest of the supercomputer? And then finally, how do we bridge that productivity gap? Especially not for people who like me who have been around for a long time, we wanna think about that next generation cuz they're the ones that need to solve the problems and write the code that will do it. >>You mentioned what exists beyond silicon. In fact, are you looking at different kinds of materials that computers in the future will be built upon? >>Oh absolutely. You think of when, when we, we look at the quantum, the quantum modalities then, you know, whether it is a trapped ion or a superconducting, a piece of silicon or it is a neutral ion. There's just no, there's about half a dozen of these novel systems because really what we're doing when we're using a a quantum mechanical computer, we're creating a tiny universe. We're putting a little bit of material in there and we're manipulating at, at the subatomic level, harnessing the power of of, of quantum physics. That's an incredible challenge. And it will take novel materials, novel capabilities that we aren't just used to seeing. Not many people have a helium supplier in their data center today, but some of them might tomorrow. And understanding again, how do we incorporate industrialize and then scale all of these technologies. >>I wanna talk Turkey about quantum because we've been talking for, for five years. We've heard a lot of hyperbole about quantum. We've seen some of your competitors announcing quantum computers in the cloud. I don't know who's using these, these computers, what kind of work they're being used, how much of the, how real is quantum today? How close are we to having workable true quantum computers and what can you point to any examples of how it's being, how that technology is being used in the >>Field? So it, it remains nascent. We'll put it that way. I think part of the challenge is we see this low level technology and of course it was, you know, professor Richard Fineman who first pointed us in this direction, you know, more than 30 years ago. And you know, I I I trust his judgment. Yes. You know that there's probably some there there especially for what he was doing, which is how do we understand and engineer systems at the quantum mechanical level. Well he said a quantum mechanical system's probably the way to go. So understanding that, but still part of the challenge we see is that people have been working on the low level technology and they're reaching up to wondering will I eventually have a problem that that I can solve? And the challenge is you can improve something every single day and if you don't know where the bar is, then you don't ever know if you'll be good enough. >>I think part of the approach that we like to understand, can we start with the problem, the thing that we actually want to solve and then figure out what is the bespoke combination of classical supercomputing, advanced AI accelerators, novel quantum quantum capabilities. Can we simulate and design that? And we think there's probably nothing better to do that than than an next to scale supercomputer. Yeah. Can we simulate and design that bespoke environment, create that digital twin of this environment and if we, we've simulated it, we've designed it, we can analyze it, see is it actually advantageous? Cuz if it's not, then we probably should go back to the drawing board. And then finally that then becomes the way in which we actually run the quantum mechanical system in this hybrid environment. >>So it's na and you guys are feeling your way through, you get some moonshot, you work backwards from use cases as a, as a more of a discovery navigational kind of mission piece. I get that. And Exoscale has been a great role for you guys. Congratulations. Has there been strides though in quantum this year? Can you point to what's been the, has the needle moved a little bit a lot or, I mean it's moving I guess to some, there's been some talk but we haven't really been able to put our finger on what's moving, like what need, where's the needle moved I >>Guess in quantum. And I think, I think that's part of the conversation that we need to have is how do we measure ourselves. I know at the World Economic Forum, quantum Development Network, we had one of our global future councils on the future of quantum computing. And I brought in a scene I EEE fellow Par Gini who, you know, created the international technology roadmap for semiconductors. And I said, Paulo, could you come in and and give us examples, how was the semiconductor community so effective not only at developing the technology but predicting the development of technology so that whether it's an individual deciding if they should change careers or it's a nation state deciding if they should spend a couple billion dollars, we have that tool to predict the rate of change and improvement. And so I think that's part of what we're hoping by participating will bring some of that road mapping skill and technology and understanding so we can make those better reasoned investments. >>Well it's also fun to see super computing this year. Look at the bigger picture, obviously software cloud natives running modern applications, infrastructure as code that's happening. You're starting to see the integration of, of environments almost like a global distributed operating system. That's the way I call it. Silicon and advancements have been a big part of what we see now. Merchant silicon, but also dpu are on the scene. So the role role of silicon is there. And also we have supply chain problems. So how, how do you look at that as a a, a chief architect of h Hewlett Packard Labs? Because not only you have to invent the future and dream it up, but you gotta deal with the realities and you get the realities are silicon's great, we need more of that quantums around the corner, but supply chain, how do you solve that? What's your thoughts and how do you, how, how is HPE looking at silicon innovation and, and supply chain? >>And so for us it, it is really understanding that partnership model and understanding and contributing. And so I will do things like I happen to be the, the systems and architectures chapter editor for the I eee International Roadmap for devices and systems, that community that wants to come together and provide that guidance. You know, so I'm all about telling the semiconductor and the post semiconductor community, okay, this is where we need to compute. I have a partner in the applications and benchmark that says, this is what we need to compute. And when you can predict in the future about where you need to compute, what you need to compute, you can have a much richer set of conversations because you described it so well. And I think our, our senior fellow Nick Dubey would, he's coined the term internet of workflows where, you know, you need to harness everything from the edge device all the way through the extra scale computer and beyond. And it's not just one sort of static thing. It is a very interesting fluid topology. I'll use this compute at the edge, I'll do this information in the cloud, I want to have this in my exoscale data center and I still need to provide the tool so that an individual who's making that decision can craft that work flow across all of those different resources. >>And those workflows, by the way, are complicated. Now you got services being turned on and off. Observability is a hot area. You got a lot more data in in cycle inflow. I mean a lot more action. >>And I think you just hit on another key point for us and part of our research at labs, I have, as part of my other assignments, I help draft our AI ethics global policies and principles and not only tell getting advice about, about how we should live our lives, it also became the basis for our AI research lab at Shewl Packard Labs because they saw, here's a challenge and here's something where I can't actually believe, maintain my ethical compliance. I need to have engineer new ways of, of achieving artificial intelligence. And so much of that comes back to governance over that data and how can we actually create those governance systems and and do that out in the open >>That's a can of worms. We're gonna do a whole segment on that one, >>On that >>Technology, on that one >>Piece I wanna ask you, I mean, where rubber meets the road is where you're putting your dollars. So you've talked a lot, a lot of, a lot of areas of, of progress right now, where are you putting your dollars right now at Hewlett Packard Labs? >>Yeah, so I think when I draw, when I draw my 2030 vision slide, you know, I, for me the first column is about heterogeneous, right? How do we bring all of these novel computational approaches to be able to demonstrate their effectiveness, their sustainability, and also the productivity that we can drive from, from, from them. So that's my first column. My section column is that edge to exoscale workflow that I need to be able to harness all of those computational and data resources. I need to be aware of the energy consequence of moving data, of doing computation and find all of that while still maintaining and solving for security and privacy. But the last thing, and, and that's one was a, one was a how one was aware. The last thing is a who, right? And is is how do we take that subject matter expert? I think of a, a young engineer starting their career at hpe. It'll be very different than my 33 years. And part of it, you know, they will be undaunted by any, any scale. They will be cloud natives, maybe they metaverse natives, they will demand to design an open cooperative environment. So for me it's thinking about that individual and how do I take those capabilities, heterogeneous edge to exito scale workflows and then make them productive. And for me, that's, that's where we were putting our emphasis on those three. When, where and >>Who. Yeah. And making it compatible for the next generation. We see the student cluster competition going on over there. This is the only show that we cover that we've been to that is from the dorm room to the boardroom and this cuz Supercomputing now is elevating up into that workflow, into integration, multiple environments, cloud, premise, edge, metaverse. This is like a whole nother world. >>And, and, but I think it's, it's the way that regardless of which human pursuit you're in, you know, everyone is going to be demand simulation and modeling ai, ML and massive data m l and massive data analytics that's gonna be at heart of, of everything. And that's what you see. That's what I love about coming here. This isn't just the way we're gonna do science. This is the way we're gonna do everything. >>We're gonna come by your booth, check it out. We've talked to some of the folks, hpe obviously HPE Discover this year, GreenLake with center stage, it's now consumption is a service for technology. Whole nother ballgame. Congratulations on, on all this. I would say the massive, I won't say pivot, but you know, a change >>It >>Is and how you guys >>Operate. And you know, it's funny sometimes you think about the, the pivot to as a services benefiting the customer, but as someone who has supported designs over decades, you know, that ability to to to operate and at peak efficiency, to always keep in perfect operating order and to continuously change while still meeting the customer expectations that actually allows us to deliver innovation to our customers faster than when we are delivering warranted individual packaged products. >>Kirk, thanks for coming on Paul. Great conversation here. You know, the road to Quantum's gonna be paved through computing supercomputing software integrated workflows from the dorm room to the boardroom to Cube, bringing all the action here at Supercomputing 22. I'm Jacque Forer with Paul Gillin. Thanks for watching. We'll be right back.
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bringing it to you live. Great to be I remember the machine and all the predecessor r and d. Where are we right now from At the same time we have to think about what's coming next in terms of the technology. You know, one of the big conversations is like refactoring, replatforming, we have a booth behind us that's And then, you know, that slowed down a little bit. that computers in the future will be built upon? And understanding again, how do we incorporate industrialize and true quantum computers and what can you point to any examples And the challenge is you can improve something every single day and if you don't know where the bar is, I think part of the approach that we like to understand, can we start with the problem, lot or, I mean it's moving I guess to some, there's been some talk but we haven't really been able to put And I think, I think that's part of the conversation that we need to have is how do we need more of that quantums around the corner, but supply chain, how do you solve that? in the future about where you need to compute, what you need to compute, you can have a much richer set of Now you got services being turned on and off. And so much of that comes back to governance over that data and how can we actually create That's a can of worms. a lot of, a lot of areas of, of progress right now, where are you putting your dollars right And part of it, you know, they will be undaunted by any, any scale. This is the only show that we cover that we've been to that And that's what you see. the massive, I won't say pivot, but you know, a change And you know, it's funny sometimes you think about the, the pivot to as a services benefiting the customer, You know, the road to Quantum's gonna be paved through
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Dan Molina, nth, Terry Richardson, AMD, & John Frey, HPE | Better Together with SHI
(futuristic music) >> Hey everyone. Lisa Martin here for theCUBE back with you, three guests join me. Dan Molina is here, the co-president and chief technology officer at NTH Generation. And I'm joined once again by Terry Richardson, North American channel chief for AMD and Dr. John Fry, chief technologist, sustainable transformation at HPE. Gentlemen, It's a pleasure to have you on theCUBE Thank you for joining me. >> Thank you, Lisa. >> Dan. Let's have you kick things off. Talk to us about how NTH Generation is addressing the environmental challenges that your customers are having while meeting the technology demands of the future. That those same customers are no doubt having. >> It's quite an interesting question, Lisa, in our case we have been in business since 1991 and we started by providing highly available computing solutions. So this is great for me to be partnered here with HPE and the AMD because we want to provide quality computing solutions. And back in the day, since 1991 saving energy saving footprint or reducing footprint in the data center saving on cooling costs was very important. Over time those became even more critical components of our solutions design. As you know, as a society we started becoming more aware of the benefits and the must that we have a responsibility back to society to basically contribute with our social and environmental responsibility. So one of the things that we continue to do and we started back in 1991 is to make sure that we're deciding compute solutions based on clients' actual needs. We go out of our way to collect real performance data real IT resource consumption data. And then we architect solutions using best in the industry components like AMD and HPE to make sure that they were going to be meeting those goals and energy savings, like cooling savings, footprint reduction, knowing that instead of maybe requiring 30 servers, just to mention an example maybe we're going to go down to 14 and that's going to result in great energy savings. Our commitment to making sure that we're providing optimized solutions goes all the way to achieving the top level certifications from our great partner, Hewlett Packard Enterprise. Also go deep into micro processing technologies like AMD but we want to make sure that the designs that we're putting together actually meet those goals. >> You talked about why sustainability is important to NTH from back in the day. I love how you said that. Dan, talk to us a little bit about what you're hearing from customers as we are seeing sustainability as a corporate initiative horizontally across industries and really rise up through the C-suite to the board. >> Right, it is quite interesting Lisa We do service pretty much horizontally just about any vertical, including public sector and the private sector from retail to healthcare, to biotech to manufacturing, of course, cities and counties. So we have a lot of experience with many different verticals. And across the board, we do see an increased interest in being socially responsible. And that includes not just being responsible on recycling as an example, most of our conversations or engagements that conversation happens, 'What what's going to happen with the old equipment ?' as we're replacing with more modern, more powerful, more efficient equipment. And we do a number of different things that go along with social responsibility and environment protection. And that's basically e-waste programs. As an example, we also have a program where we actually donate some of that older equipment to schools and that is quite quite something because we're helping an organization save energy, footprint. Basically the things that we've been talking about but at the same time, the older equipment even though it's not saving that much energy it still serves a purpose in society where maybe the unprivileged or not as able to afford computing equipment in certain schools and things of that nature. Now they can benefit and being productive to society. So it's not just about energy savings there's so many other factors around social corporate responsibility. >> So sounds like Dan, a very comprehensive end to end vision that NTH has around sustainability. Let's bring John and Terry into the conversation. John, we're going to start with you. Talk to us a little bit about how HPE and NTH are partnering together. What are some of the key aspects of the relationship from HPE's perspective that enable you both to meet not just your corporate sustainable IT objectives, but those of your customers. >> Yeah, it's a great question. And one of the things that HPE brings to bear is 20 years experience on sustainable IT, white papers, executive workbooks and a lot of expertise for how do we bring optimized solutions to market. If the customer doesn't want to manage those pieces himself we have our 'As a service solutions, HPE GreenLake. But our sales force won't get to every customer across the globe that wants to take advantage of this expertise. So we partner with companies like NTH to know the customer better, to develop the right solution for that customer and with NTH's relationships with the customers, they can constantly help the customer optimize those solutions and see where there perhaps areas of opportunity that may be outside of HPE's own portfolio, such as client devices where they can bring that expertise to bear, to help the customer have a better total customer experience. >> And that is critical, that better overall comprehensive total customer experience. As we know on the other end, all customers are demanding customers like us who want data in real time, we want access. We also want the corporate and the social responsibility of the companies that we work with. Terry, bringing you into the conversation. Talk to us a little about AMD. How are you helping customers to create what really is a sustainable IT strategy from what often starts out as sustainability tactics? >> Exactly. And to pick up on what John and and Dan were saying, we're really energized about the opportunity to allow customers to accelerate their ability to attain some of their more strategic sustainability goals. You know, since we started on our current data center, CPU and GPU offerings, each generation we continue to focus on increasing the performance capability with great sensitivity to the efficiency, right? So as customers are modernizing their data center and achieving their own digital transformation initiatives we are able to deliver solutions through HPE that really address a greater performance per watt which is a a core element in allowing customers to achieve the goals that John and Dan talked about. So, you know, as a company, we're fully on board with some very public positions around our own sustainability goals, but working with terrific partners like NTH and HPE allows us to together bring those enabling technologies directly to customers >> Enabling and accelerating technologies. Dan, let's go back to you. You mentioned some of the things that NTH is doing from a sustainability approach, the social and the community concern, energy use savings, recycling but this goes all the way from NTH's perspective to things like outreach and fairness in the workplace. Talk to us a little bit about some of those other initiatives that NTH has fired up. >> Absolutely, well at NTH , since the early days, we have invested heavily on modern equipment and we have placed that at NTH labs, just like HPE labs we have NTH labs, and that's what we do a great deal of testing to make sure that our clients, right our joint clients are going to have high quality solutions that we're not just talking about it and we actually test them. So that is definitely an investment by being conscious about energy conservation. We have programs and scripts to shut down equipment that is not needed at the time, right. So we're definitely conscious about it. So I wanted to mention that example. Another one is, we all went through a pandemic and this is still ongoing from some perspectives. And that forced pretty much all of our employees, at least for some time to work from home. Being an IT company, we're very proud that we made that transition almost seamlessly. And we're very proud that you know people who continue to work from home, they're saving of course, gasoline, time, traffic, all those benefits that go with reducing transportation, and don't get me wrong, I mean, sometimes it is important to still have face to face meetings, especially with new organizations that you want to establish trust. But for the most part we have become a hybrid workforce type of organization. At the same time, we're also implementing our own hybrid IT approach which is what we talk to our clients about. So there's certain workloads, there are certain applications that truly belong in in public cloud or Software as a Service. And there's other workloads that truly belong, to stay in your data center. So a combination and doing it correctly can result in significant savings, not just money, but also again energy, consumption. Other things that we're doing, I mentioned trading programs, again, very proud that you know, we use a e-waste programs to make sure that those IT equipment is properly disposed of and it's not going to end in a landfill somewhere but also again, donating to schools, right? And very proud about that one. We have other outreach programs. Normally at the end of the year we do some substantial donations and we encourage our employees, my coworkers to donate. And we match those donations to organizations like Operation USA, they provide health and education programs to recover from disasters. Another one is Salvation Army, where basically they fund rehabilitation programs that heal addictions change lives and restore families. We also donate to the San Diego Zoo. We also believe in the whole ecosystem, of course and we're very proud to be part of that. They are supporting more than 140 conservation projects and partnerships in 70 countries. And we're part of that donation. And our owner has been part of the board or he was for a number of years. Mercy House down in San Diego, we have our headquarters. They have programs for the homeless. And basically that they're servicing. Also Save a Life Foundation for the youth to be educated to help prevent sudden cardiac arrest for the youth. So programs like that. We're very proud to be part of the donations. Again, it's not just about energy savings but it's so many other things as part of our corporate social responsibility program. Other things that I wanted to mention. Everything in our buildings, in our offices, multiple locations. Now we turn into LED. So again, we're eating our own dog food as they say but that is definitely some significant energy savings. And then lastly, I wanted to mention, this is more what we do for our customers, but the whole HPE GreenLake program we have a growing number of clients especially in Southern California. And some of those are quite large like school districts, like counties. And we feel very proud that in the old days customers would buy IT equipment for the next three to five years. Right? And they would buy extra because obviously they're expecting some growth while that equipment must consume energy from day one. With a GreenLake type of program, the solution is sized properly. Maybe a little bit of a buffer for unexpected growth needs. And anyway, but with a GreenLake program as customers need more IT resources to continue to expand their workloads for their organizations. Then we go in with 'just in time' type of resources. Saving energy and footprint and everything else that we've been talking about along the way. So very proud to be one of the go-tos for Hewlett Packard Enterprise on the GreenLake program which is now a platform, so. >> That's great. Dan, it sounds like NTH generation has such a comprehensive focus and strategy on sustainability where you're pulling multiple levers it's almost like sustainability to the NTH degree ? See what I did there ? >> (laughing) >> I'd like to talk with all three of you now. And John, I want to start with you about employees. Dan, you talked about the hybrid work environment and some of the silver linings from the pandemic but I'd love to know, John, Terry and then Dan, in that order how educated and engaged are your employees where sustainability is concerned? Talk to me about that from their engagement perspective and also from the ability to retain them and make them proud as Dan was saying to work for these companies, John ? >> Yeah, absolutely. One of the things that we see in technology, and we hear it from our customers every day when we're meeting with them is we all have a challenge attracting and retaining new employees. And one of the ways that you can succeed in that challenge is by connecting the work that the employee does to both the purpose of your company and broader than that global purpose. So environmental and social types of activities. So for us, we actually do a tremendous amount of education for our employees. At the moment, all of our vice presidents and above are taking climate training as part of our own climate aspirations to really drive those goals into action. But we're opening that training to any employee in the company. We have a variety of employee resource groups that are focused on sustainability and carbon reduction. And in many cases, they're very loud advocates for why aren't we pushing a roadmap further? Why aren't we doing things in a particular industry segment where they think we're not moving quite as quickly as we should be. But part of the recognition around all of that as well is customers often ask us when we suggest a sustainability or sustainable IT solution to them. Their first question back is, are you doing this yourselves? So for all of those reasons, we invest a lot of time and effort in educating our employees, listening to our employees on that topic and really using them to help drive our programs forward. >> That sounds like it's critical, John for customers to understand, are you doing this as well? Are you using your own technology ? Terry, talk to us about from the AMD side the education of your employees, the engagement of them where sustainability is concerned. >> Yeah. So similar to what John said, I would characterize AMD is a very socially responsible company. We kind of share that alignment in point of view along with NTH. Corporate responsibility is something that you know, most companies have started to see become a lot more prominent, a lot more talked about internally. We've been very public with four key sustainability goals that we've set as an organization. And we regularly provide updates on where we are along the way. Some of those goals extend out to 2025 and in one case 2030 so not too far away, but we're providing milestone updates against some pretty aggressive and important goals. I think, you know, as a technology company, regardless of the role that you're in there's a way that you can connect to what the company's doing that I think is kind of a feel good. I spend more of my time with the customer facing or partner facing resources and being able to deliver a tool to partners like NTH and strategic partners like HPE that really helps quantify the benefit, you know in a bare metal, in terms of greenhouse gas emissions and a TCO tool to really quantify what an implementation of a new and modern solution will mean to a customer. And for the first time they have choice. So I think employees, they can really feel good about being able to to do something that is for a greater good than just the traditional corporate goals. And of course the engineers that are designing the next generation of products that have these as core competencies clearly can connect to the impact that we're able to make on the broader global ecosystem. >> And that is so important. Terry, you know, employee productivity and satisfaction directly translates to customer satisfaction, customer retention. So, I always think of them as inextricably linked. So great to hear what you're all doing in terms of the employee engagement. Dan, talk to me about some of the outcomes that NTH is enabling customers to achieve, from an outcomes perspective those business outcomes, maybe even at a high level or a generic level, love to dig into some of those. >> Of course. Yes. So again, our mission is really to deliver awesome in everything we do. And we're very proud about that mission, very crispy clear, short and sweet and that includes, we don't cut corners. We go through the extent of, again, learning the technology getting those certifications, testing those in the lab so that when we're working with our end user organizations they know they're going to have a quality solution. And part of our vision has been to provide industry leading transformational technologies and solutions for example, HPE and AMD for organizations to go through their own digital transformation. Those two words have been used extensively over the last decade, but this is a multi decade type of trend, super trend or mega trend. And we're very proud that by offering and architecting and implementing, and in many cases supporting, with our partners, those, you know, best in class IT cyber security solutions were helping those organizations with those business outcomes, their own digital transformation. If you extend that Lisa , a Little bit further, by helping our clients, both public and private sector become more efficient, more scalable we're also helping, you know organizations become more productive, if you scale that out to the entire society in the US that also helps with the GDP. So it's all interrelated and we're very proud through our, again, optimized solutions. We're not just going to sell a box we're going to understand what the organization truly needs and adapt and architect our solutions accordingly. And we have, again, access to amazing technology, micro processes. Is just amazing what they can do today even compared to five years ago. And that enables new initiatives like artificial intelligence through machine learning and things of that nature. You need GPU technology , that specialized microprocessors and companies like AMD, like I said that are enabling organizations to go down that path faster, right? While saving energy, footprint and everything that we've been talking about. So those are some of the outcomes that I see >> Hey, Dan, listening to you talk, I can't help but think this is not a stretch for NTH right? Although, you know, terms like sustainability and reducing carbon footprint might be, you know more in vogue, the type of solutions that you've been architecting for customers your approach, dates back decades, and you don't have to change a lot. You just have new kind of toys to play with and new compelling offerings from great vendors like HPE to position to your customers. But it's not a big change in what you need to do. >> We're blessed from that perspective that's how our founders started the company. And we only, I think we go through a very extensive interview process to make sure that there will be a fit both ways. We want our new team members to get to know the the rest of the team before they actually make the decision. We are very proud as well, Terry, Lisa and John, that our tenure here at NTH is probably well over a decade. People get here and they really value how we help organizations through our dedicated work, providing again, leading edge technology solutions and the results that they see in our own organizations where we have made many friends in the industry because they had a problem, right? Or they had a very challenging initiative for their organization and we work together and the outcome there is something that they're very, very proud of. So you're right, Terry, we've been doing this for a long time. We're also very happy again with programs like the HPE GreenLake. We were already doing optimized solutions but with something like GreenLake is helping us save more energy consumption from the very beginning by allowing organizations to pay for only what they need with a little bit of buffer that we talked about. So what we've been doing since 1991 combined with a program like GreenLake I think is going to help us even better with our social corporate responsibility. >> I think what you guys have all articulated beautifully in the last 20 minutes is how strategic and interwoven the partnerships between HP, AMD and NTH is what your enabling customers to achieve those outcomes. What you're also doing internally to do things like reduce waste, reduce carbon emissions, and ensure that your employees are proud of who they're working for. Those are all fantastic guys. I wish we had more time cause I know we are just scratching the surface here. We appreciate everything that you shared with respect to sustainable IT and what you're enabling the end user customer to achieve. >> Thank you, Lisa. >> Thanks. >> Thank you. >> My pleasure. From my guests, I'm Lisa Martin. In a moment, Dave Vellante will return to give you some closing thoughts on sustainable IT You're watching theCUBE. the leader in high tech enterprise coverage.
SUMMARY :
to have you on theCUBE Talk to us about how NTH and the must that we have a responsibility the C-suite to the board. that older equipment to schools Talk to us a little bit that HPE brings to bear and the social responsibility And to pick up on what John of the things that NTH is doing for the next three to five years. to the NTH degree ? and also from the ability to retain them And one of the ways that you can succeed for customers to understand, and being able to deliver a tool So great to hear what you're all doing that are enabling organizations to go Hey, Dan, listening to you talk, and the results that they and interwoven the partnerships between to give you some closing
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Ann Potten & Cole Humphreys, HPE | CUBE Conversation
>>Hi, everyone. Welcome to this program. Sponsored by HPE. I'm your host, Lisa Martin. We're here talking about being confident and trusting your server security with HPE. I have two guests here with me to talk about this important topic. Cole Humphreys joins us global server security product manager at HPE and Anne Potton trusted supply chain program lead at HPE guys. It's great to have you on the program. Welcome. >>Hi, thanks. Thank you. It's nice to be here, Anne. >>Let's talk about really what's going on there. Some of the trends, some of the threats there's so much change going on. What is HPE seeing? >>Yes. Good question. Thank you. Yeah. You know, cyber security threats are increasing everywhere and it's causing disruption to businesses and governments alike worldwide. You know, the global pandemic has caused limited employee availability. Originally this has led to material shortages and these things opens the door perhaps even wider for more counterfeit parts and products to enter the market. And these are challenges for consumers everywhere. In addition to this, we're seeing the geopolitical environment has changed. We're seeing, you know, rogue nation states using cybersecurity warfare tactics to immobilize an entity's ability to operate and perhaps even use their tactics for revenue generation, the Russian invasion of Ukraine as one example, but businesses are also under attack. You know, for example, we saw solar winds, software supply chain was attacked two years ago, which unfortunately went a notice for several months and then this was followed by the colonial pipeline attack and numerous others. >>You know, it just seems like it's almost a daily occurrence that we hear of a cyber attack on the evening news. And in fact, it's estimated that the cyber crime cost will reach over 10 and a half trillion dollars by 2025 and will be even more profitable than the global transfer of all major illegal drugs combined. This is crazy, you know, the macro environment in which companies operate in has changed over the years. And you know, all of these things together and coming from multiple directions presents a cybersecurity challenge for an organization and in particular it's supply chain. And this is why HPE is taking proactive steps to mitigate supply chain risk so that we can provide our customers with the most secure products and services. >>So Cole, let's bring you into the conversation and did a great job of summarizing the major threats that are going on the tumultuous landscape. Talk to us Cole about the security gap. What is it? What is HPE seeing and why are organizations in this situation? >>Hi, thanks Lisa. You know, what we're seeing is as this threat landscape increases to, you know, disrupt or attempt to disrupt our customers and our partners and ourselves, I, it's a kind of a double edge if you will, because you're seeing the increase in attacks, but what you're not seeing is that equal to growth of the skills and the experiences required to address the scale. So it really puts the pressure on companies because you have a skill gap, a talent gap, if you will. There's, you know, for example, there are projected to be three and a half million cyber roles open in the next few years, right? So all this scale is growing and people are just trying to keep up, but the gap is growing just literally the people to stop the bad actors from attacking the data and, and to complicate matters. You're also seeing a dynamic change of the who and the, how the attacks are happening, right? >>The classic attacks that you've seen, you know, and the SDK and all the, you know, the history books, those are not the standard plays anymore. You'll have, you know, nation states going after commercial entities and, you know, criminal syndicates and alluded to that. There's more money in it than the international drug trade. So you can imagine the amount of criminal interest in getting this money. So you put all that together. And the increasing of attacks, it just is really pressing down is, is literally, I mean, the reports we're reading over half of everyone, obviously the most critical infrastructure cares, but even just mainstream computing requirements need to have their data protected, help me protect my workloads and they don't have the people in house, right? So that's where partnership is needed, right? And that's where we believe, you know, our approach with our partner ecosystem is it's not HPE delivering everything ourself, but all of us in this together is really what we believe. The only way we're gonna be able to get this done. >>So collets double click on that HPE and its partner ecosystem can provide expertise that companies and every industry are lacking. You're delivering HPE as a 360 degree approach to security. Talk about what that 360 degree approach encompasses. >>Thank you. It is, it is an approach, right? Because I feel that security is a, it is a, it is a thread that will go through the entire construct of a technical solution, right there. Isn't a, oh, if you just buy this one server with this one feature, you don't have to worry about anything else. It's really it's everywhere. And at least the way we believe it, it's everywhere. And it in a 360 degree approach, the way we like to frame it is it's, it's this beginning with our supply chain, right? We take a lot of pride in the designs, you know, the really smart engineering teams, the design, our technology, our awesome world class global operations team, working in concert to deliver some of these technologies into the market. That is a huge, you know, great capability, but also a huge risk to customers, cuz that is the most vulnerable place that if you inject some sort of malware or, or tampering at that point, you know, the rest of the story really becomes mute because you've already defeated, right? >>And then you move in to you physically deployed that through our global operations. Now you're in an operating environment. That's where automation becomes key, right? We have software innovations in, you know, our ILO product of management inside those single servers. And we have really cool new grain lake for compute operations management services out there that give customers more control back and more information to deal with this scaling problem. And then lastly, as you begin to wrap up, you know, the natural life cycle and you need to move to new platforms and new technologies, right? We think about the exit of that life cycle and how do we make sure we dispose of the data and, and move those products into a secondary life cycle so that we can move back into this kind of circular 360 degree approach. We don't wanna leave our customers hanging anywhere in this entire journey. >>That 360 degree approach is so critical, especially given as we've talked about already in this segment, the changes, the dynamics in the environment. And as Cole said, this is this 360 degree approach that HPE is delivering is beginning in the manufacturing supply chain seems like the first line of defense against cyber attackers talked to us about why that's important. And where did the impetus come from? Was that COVID was that customer demand? >>Yep. Yep. Yeah. The supply chain is critical. Thank you. So in 2018, we, we could see all of these cybersecurity issues starting to emerge and predicted that this would be a significant challenge for our industry. So we formed a strategic initiative called the trusted supply chain program designed to mitigate cybersecurity risk in the supply chain and really starting at the product with the product life cycle, starting at the product design phase and moving through sourcing and manufacturing, how we deliver products to our customers and ultimately a product's end of life that Cole mentioned. So in doing this, we're able to provide our customers with the most secure products and services, whether they're buying their servers from, for their data center or using our own GreenLake services. So just to give you some examples, something that is foundational to our trusted supply chain program, we've built a very robust cybersecurity supply chain risk management program that includes assessing our risk at our all factories and our suppliers. >>Okay. We're also looking at strengthening our software supply chain by developing mechanisms to identify software vulnerabilities and hardening our own software build environments to protect against counterfeit parts that I mentioned in the beginning from entering our supply chain, we've recently started a blockchain program so that we can identify component provenance and trace part parts back to their original manufacturers. So our security efforts, you know, continue even after product manufacturing, we offer three different levels of secure delivery services for our customers, including, you know, a dedicated truck and driver or perhaps even an exclusive use vehicle. We can tailor our delivery services to whatever the customer needs. And then when a product is at its end of life, products are either recycled or disposed using our approved vendors. So our servers are also equipped with the one button secure erase that erases every bite of data, including firmware data and talking about products, we've taken additional steps to provide additional security features for our products. >>Number one, we can provide platform certificates that allow the user to cryptographically verify that their server hasn't been tampered with from the time it left the manufacturing facility to the time that it arrives at the customer's factory facility. In addition to that, we've launched a dedicated line of trusted supply chain servers with additional security features, including secure configuration lock chassis intrusion detection. And these are assembled at our us factory by us vetted employees. So lots of exciting things happening within the supply chain, not just to shore up our own supply chain risk, but also to provide our customer the most. So that announcement. >>All right, thank you. You know, they've got great setup though, because I think you gotta really appreciate the whole effort that we're putting into, you know, bringing these online. But one of the just transparently the gaps we had as we proved this out was as you heard, this initial proof was delivered with assembly in the us factory employees, you know, fantastic program really successful in all our target industries and, and even expanding to places we didn't really expect it to, but it's kind of going to the point of security. Isn't just for one industry or one set of customers, right? We're seeing it in our partners. We're seeing it in different industries than we have in the past. And, but the challenge was we couldn't get this global right out the gate, right? This has been a really heavy transparently, a us federal activated focus, right? >>If, if you've been tracked in what's going on since may of last year, there's been a call to action to improve a nation cybersecurity. So we've been all in on that and we have an opinion and we're working hard on that, but we're a global company, right? How can we get this out to the rest of the world? Well guess what, this month we figured it out and well, let's take a lot more than those month. We did a lot of work that we figured it out and we have launched a comparable service globally called server security optimization service, right? HPE server security optimization service for proli. I like to call it, you know, S S O S sauce, right? Do you wanna be clever HPE sauce that we can now deploy globally? We get that product hardened in the supply chain, right? Because if you take the best of your supply chain and you take your technical innovations, that you've innovated into the server, you can deliver a better experience for your customers, right? >>So the supply chain equals server technology and our awesome, you know, services teams deliver supply chain security at that last mile. And we can deliver it in the European markets. And now in the Asia Pacific markets right now, we could always just, we could ship it from the us to other markets. So we could always fulfill this promise, but I think it's just having that local access into your partner ecosystem and stuff just makes more sense, but it is big deal for us because now we have activated a meaningful supply chain security benefit for our entire global network of partners and customers, and we're excited about it. And we hope our customers are too. >>That's huge Cole. And, and in terms of this significance of the impact that HPE is delivering through its partner ecosystem globally as the supply chain continues to be one of the terms on everyone's lips here, I'm curious Cole, we just couple months ago, we're at discover. Can you talk about what HPE is doing here from a, a security perspective, this global approach that it's taking as it relates to what HPE was talking about at discover, in terms of we wanna secure the enterprise to deliver these experiences from edge to cloud. >>You know, I feel like for, for me, and, and I think you look at the shared responsibility models and you know, other frameworks out there, the way we're the way I believe it to be is this is it's, it's a solution, right? There's not one thing, you know, if you use HPE supply chain, the end, or if you buy an HPE pro line the end, right. It is an integrated connectedness with our, as a service platform, our service and support commitments, you know, our extensive partner ecosystem, our alliances, all of that comes together to ultimately offer that assurance to a customer. And I think these are specific, meaningful proof points in that chain of custody, right? That chain of trust, if you will, because as the world becomes more, zero trust, we are gonna have to prove ourselves more, right. And these are those kind of technical I credentials and identities and, you know, capabilities that a modern approach to security need. >>Excellent, great work there. And let's go ahead and, and take us home, take the audience through what you think ultimately, what HPE is doing, really infusing security at that 360 degree approach level that we talked about. What are some of the key takeaways that you want the audience that's watching here today to walk away with? >>Right. Right. Thank you. Yeah. You know, with the increase in cyber security threats, everywhere affecting all businesses globally, it's gonna require everyone in our industry to continue to evolve in our supply chain security in our product security in order to protect our customers in our business, continuity protecting our supply chain is something that HPE is very committed to and takes very seriously. So, you know, I think regardless of whether our customers are looking for an on-prem solution or a GreenLake service, you know, HPE is proactively looking for in mitigating any security risk in this supply chain so that we can provide our customers with the most secure products and services. >>Awesome. Ann and Cole. Thank you so much for joining me today, talking about what HPE is doing here and why it's important as our program is called to be confident and trust your server security with HPE and how HPE is doing that. Appreciate your insights on your time. >>Thank you so much for having thank >>You, Lisa, >>For Cole Humphreys and Anne Potton I'm Lisa Martin. We wanna thank you for watching this segment in our series. Be confident and trust your server security with HPE. We'll see you soon.
SUMMARY :
It's great to have you on the program. It's nice to be here, Anne. Some of the trends, you know, rogue nation states using cybersecurity warfare tactics to And you know, all of these things together So Cole, let's bring you into the conversation and did a great job of summarizing the major threats the pressure on companies because you have a skill gap, And that's where we believe, you know, our approach with our partner ecosystem as a 360 degree approach to security. We take a lot of pride in the designs, you know, the really smart engineering We have software innovations in, you know, our ILO product of supply chain seems like the first line of defense against cyber attackers talked to us So just to give you some examples, something that is foundational So our security efforts, you know, continue even after product manufacturing, supply chain risk, but also to provide our customer the most. But one of the just transparently the gaps we had as we proved this out was as you heard, I like to call it, you know, S S O S sauce, right? you know, services teams deliver supply chain security at that last mile. to be one of the terms on everyone's lips here, I'm curious Cole, we just couple months ago, the end, or if you buy an HPE pro line the end, right. And let's go ahead and, and take us home, take the audience through what you think in this supply chain so that we can provide our customers with the most secure products and services. server security with HPE and how HPE is doing that. We wanna thank you for watching this segment in
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Tony Taylor, HPE | CUBE Conversation, August 2022
>>Hey everyone. Lisa Martin here with you. I'm with HPE right now. Tony Taylor joins me the director global test and supply chain cybersecurity at HPE. Tony. It's great to have you on the cube. >>Hi, thank you. Lisa's please, please, to be here. >>Tell me a little bit about your role and your background. >>I've been in the computer industry for about 33 years. Done a variety of roles throughout operations, fulfillment, R and D doing different things. My current role here at HPE is to lead in the organization, responsible for developing test solutions and our PCA manufacturing process and our systems integration team. And then we implement a supply chain cybersecurity process. That's focused on internal aspects of development, activities, and strategies, and then how we will drive our supply chain, our suppliers, to make sure that they adhere to these guidelines. >>And your background is engineering. I saw LinkedIn a little bit of science in there. Tell me a little bit about your background and how you got to where you are now. >>Oh, that's a, that's a long story going through school and doing that type of work. I, I, I got a phone call too many years ago and got involved in the computer industry, going from a, a user and working on those processes and then changing that to building product, introducing new product, developing new solutions and ideas, working on innovation and design of new products, new, new hardware, working on new software processes did heuristics level customer testing. So it's just a wide variety of activities. I've spanned a lot of different things over the years, been very fortunate to travel the world live in different parts of the world to bring up these activities. >>I always love to hear people's back stories on how they got to where they were. If it was a zigzaggy path or kind a path >>Was get a phone call from buddy one day, Hey, we're doing this. You wanna do it. Then that's where I ended up. >>And the rest is history. So a lot of dynamics in the last couple of years, obviously we've been hearing so much about the supply chain in the news for various reasons, but what are you seeing in the marketplace where with regards to security and the trusted supply chain, obviously a big focus there. What are you seeing? >>A lot of changes that have been occurring over time and especially in the last couple years with the things that we're seeing geopolitically is changing our, our environments, the threat vectors that we're seeing in, in cybersecurity are changing. They're becoming more sophisticated. They're coming in in different areas. What we're seeing is greater penetration and our customers. We're seeing a greater number of incidences in the, in the field where that, that I told you I'd stumble. The we're seeing a greater number of instances in the field and it's becoming a bigger impact for our customers and, and the supply chain. So we we've seen a tax at the root of the cause where neon gas, we're no longer having those activities that are coming into the, into the space. You're seeing greater ransomware processes and additional challenges associated with the cost associated with these programs. The, the infiltration from a hardware perspective, we've looked at those types of processes going through the supply chain processes are getting hacked more with that increased sophistication, even at the user level with phishing and Sping, those kind of things. And then you're seeing the, the changes in the geopolitical market. That's beginning to drive, you know, governmental aspects and things like that are coming in. So we we've seen roughly about what 10 and a half trillion worth of cybersecurity estimated in 2025, our loss on an annual perspective across the globe is right around a hundred billion, 45% of organizations have experienced or will be experiencing an attack. And by, so it it's just on the rise and it's creating a lot of concern with, with our customers. >>Yeah, it's really not a matter of these days. If we get hit it's when, when, so organizations right across every industry have to be prepared, what is HPE? What is HPE C as opportunities, obviously the threat landscape changing dramatically, but there's opportunities there for your customers truly tighten security. What are some of those opportunities through the HPE lens? >>The, the opportunities as we're looking at it is from an internal perspective, we need to begin focusing on all the activities and work that we're doing. How do we at hard in our environments, how do we, how do we grow those things? And then begin to investigate the things that we need to do at, at the, in the supply base, as those customers are beginning to look at things, hardening their environments, looking at their it systems, where are the areas for penetration within their environments? When you look at the process, we, we think cyber security a lot of times is just about it. Attacks counterfeit is a big aspect associated with this, and that can impact many of the different types of organizations. So what we've done is we created a, a heat map, looking at the different places where we believe those penetrations can take place internal. And that's our, our communication back out to our customers, look at the areas where you can be penetrated. And then where do you think are the, the areas that you really need to focus on? And then look for that remediation plan? I think that's the opportunity for our, our customers is to harden, you know, have a zero trust, but verified type process, >>Right? That's critical these days, as we know that threat landscape has changed so much recently and is only going to continue to change. As we said, it's not a matter of if it's now a matter of when an organizations need to be ready for that. So then you talked about the heat map from a technology. What is to help organizations really achieve a 360 degree approach to security >>From an H focus starts with our chief technology office, right? So we're looking at all the strategies as are coming down. They, we look at designing our hardware solutions to be able to support those activities. We're designing our systems and, and the integration programs around like GreenLake as services that we're able to provide to our customers to support that. And, and then, you know, as we continue to do that, we, we will, you know, look at, look within the supply chain and what are the things that we can do there to help, you know, drive, you know, the, the improvements there to really ensure that the products that are being delivered will make those customers requirements. >>And I understand you might have a teaser for me in terms of what we can expect going forward with HPE, with respect to cybersecurity in the supply chain, >>Lots of really good things that are coming up. And from a supply chain perspective, look for an announcement coming up in October for cybersecurity month, about what our next steps are and how we're really going to attack this problem. >>Excellent. And we'll be waiting for cybersecurity month in October. And to hear that announced from, from HPE, Tony, thanks so much for joining me on the queue today. Talking a little bit about your background, how you got to where you are now, the trusted supply chain and what HPE is doing there to really help customers mitigate the risk. We appreciate your insights and your time. >>Thank you. I appreciate your time. >>All Tony Taylor. I'm Lisa Martin. Thank you so much for watching this conversation. We'll see you next time.
SUMMARY :
It's great to have you on the cube. Lisa's please, please, to be here. And then we implement a supply And your background is engineering. on those processes and then changing that to building product, I always love to hear people's back stories on how they got to where they were. Then that's where I ended So a lot of dynamics in the last couple of years, That's beginning to drive, you know, governmental aspects and things like that are coming in. What is HPE C as opportunities, obviously the threat landscape changing dramatically, our customers, look at the areas where you can be penetrated. So then you talked about the heat map from a technology. We're designing our systems and, and the integration programs around like GreenLake And from a supply chain perspective, look for And to hear that announced from, I appreciate your time. Thank you so much for watching this conversation.
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Day Three Wrap Up | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Okay. We're back to wrap up HPE discover 2022. The Cube's continuous coverage is day three. John furrier, Dave ante. We had a business friend that we met during the pandemic. A really interesting gentleman, norm Ette. He's the director of global technical marketing at Hewlett Packard enterprise, a real innovator norm. Great to see you. Thanks for making time for coming on >>The cube, gentlemen. Thank you. Thank you. I appreciate that. You're giving me the opportunity to bring it home. Yeah. You know, if I'm only gonna get one shot at it, it might as well be >>The last we always, we always like to bring the energy in the last segment because you know, the cube, we grind it out for three days. I mean, it's just such a great content injection. And so we love to wrap it up, especially with someone like yourself who can really help us convey the themes, but even more so when we look around here this entire ecosystem, you and your team built this. And so take us through that. >>Well, we did, you know, and it takes a village. You know, we have the core team, HPE global technical marketing, uh, which is my team. And then of course we're partnered with other parts of the, our marketing organizations on different pieces, different aspects. And then we have a tremendous team of vendors that we work with on a regular basis. Companies such as, you know, F two B and ivory and others that, you know, really kind of pitch in. And they're, they're kind of my, I call 'em my flex force. You know, we also have another group called promote live and we bring all these people together. And, and in addition, all the vendors, we have something like 380 employees that come from all different parts of the organization to, to land in Las Vegas, to man, these booths and staff, these, uh, staff, these exhibits. >>And so for one week, we get to really work as a, as a, a team, as a family, you know, there's no organizational borders, so to speak, you know, you know, we're a big company, everybody has, you know, different objectives and different things that they're focused on, but we get a chance to all get together and work as one, one team. And so that, that the people aspect is what's so exciting, I think this week. And I think I even saw some of your broadcast earlier. So I think it kind of, it kind of came through as well. Just the joy of, of being together, you know? Sure. Human beings <laugh> >>And, and H HP's got a new spring and its step, which so much focus brought to the table from Antonio and, you know, the team is the lining. >>Yeah, we do. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, you know, we work on this months ahead of time. Yeah. Right. And so it's kinda like a spinning top, you know, we, we, we keep, we, we keep spinning that thing tightening up and then this week you put it on the table and just let it go. Yeah. Right. But it's that whole multi-month process of, of, of twisting that top around and getting it going and right at the middle and right at the centerpiece. And, uh, the core design principle and an ask from, uh, Antonio is that we make sure that we major on HPE, uh, GreenLake edge to cloud platform that, you know, it, it's a, obviously you've been talking about it all week. Yeah. Uh, we've been talking about it all week. It's a big focus of our company. And so right at the very center, we have our HPE GreenLake edge to cloud platform demonstration, and then everything in the showcase then radiates from that centerpiece, uh, you know, right, right. At, right at the nexus of all the activities. So the experience starts there and propagates its >>Way. Well, I wanna get into some of the themes and the set pieces you have here. Um, you are in technical marketing and this platform is a tech play. So it's not so much just solutions that you're enabling the theme this year is very much technical marketing. So there's edge, especially cloud data and edge is the big themes security's baked in throughout the whole set, right as well. And that messaging, but it's technical marketing right now. We had, you know, platform play uett packer is a platform. Google packer enterprise is a >>Platform. It is, and it's a, it is a, it's a software platform. Um, you, it, it really completes a cloud strategy. And when you really think about it, I, again, I know some of these numbers have been floating around. Um, but, uh, you know, 70% of all data is still staying OnPrem for good reasons, you know, and then 30% of it can be out there in the public cloud. Uh, so what you kind of have is an incomplete cloud strategy, if you will. And what's happened is that organizations have gotten spoiled a little bit by the cloud experience. Mm-hmm <affirmative> right. That, you know, I, you know, your, your dev teams say go, Hey, I just, I wanna work in a Azure. I wanna work in AWS. I love how I go through this process. Why can't I do that with my on-prem stuff? Why, you know, why, you know, I want that kind of experience. So it organizations are really being challenged about how to create that, that kind of service and that experience to their customers because expectations are not because >>Data ha it has to be inclusive. It can't be exclusive to just one part of the organization. >>Yeah. And so how did you, how did that impact obviously, cause GreenLake was coming together, you know, you got the multiple months in advance planning for this big event, right. A lot of lot work goes into it. What was some of the impact to the execution of this event, um, that you can share in terms of the set pieces? Some of the displays was there was there, I won't say radical cause it's not radical. It looks, it turned out great. But what are some of the popular things happening here? What worked, what resonated with customers and what was different from, from, uh, that GreenLake enabled you to do differently? >>Well, I mean, first the first thing is that we, we kind of had a high touch experience at that center point, right. That nexus, the hub of the activity, the GreenLake edge to club platform, uh, demonstration. And it started with us just kind of, you know, having the strategy about first of all, if you sh, if you guys show this and I know, I think maybe you have, when you enter in, we've got like this big aha moment, right. And that aha moment is that platform right in the center, surrounded with wonderful visuals above, below, you know, behind, uh, all around it. But we, we, we had to think about, okay, now I'm staring at this thing. What am I, how am I gonna experience it? So, uh, when I say a high touch experience, we start with a, what I call a platform generalist that would greet you up front, engage in the conversation, you know, so realize that, you know, Dave is a network operations director, he's got some keen interests. >>He has some sort of peripheral idea about what the, uh, HPE GreenLake edge cloud platform is about, but what can it really do for him? You know, what can do, what can he use? How can he use it? So we start at that level of conversation, you know, socialize the core services, the attributes, you know, the, the technology that is actually enabling it. And then as we've identified in our conversation that you're a network geek, you know, and you want to understand, you've heard about Aruba, you know, how's Aruba central play into that. How do the networking services play into that? And so for then we take that, that, that big leap and go up two steps up onto the platform. And we go over to the network specialist, what I, what I'm calling a platform specialist, uh, who understands all the things about the platform, but then is peaked in networking. And we have that conversation and you see how the Aruba customer can benefit by this evolution, uh, and how the different platform services combine to give a holistic experience across a company. And so when I'm an it ops director, and I'm trying to service my network, guys, my storage guys, my compute guys, my external cloud services guys, that this is an environment that I can, so you >>Have an experience where they come in, they can easily move to a point quickly in the display, on the platform >>And it's tailored for them. Exactly. Right. Exactly. That's the exactly. Right. And so if I transition over to you, you know, and you're my, you know, you're my specialist, you know, you're not saying, Hey, Dave, what brings you here today? What are you today? <laugh>, you know, I, I mean, you're prequalified, it's a prequalified conversation. We jump into it. And then that specialist is armed with knowledge as to where, okay, this guy is really interested in switching technology and switches as well. Well, that's demo five 12. Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. So then you're, you're escorted over to demo five 12 to go to the next level or perhaps, and this has happened throughout the week that people want to take a test drive of the environment. And so we have the HPE GreenLake living lab, and we have a, a test drive environment right there. >>And so we bring you right to that test drive, where you can, you know, kick the tires yourself, you fire up a live environment. We have a series of exercises that you're taken through. And, uh, I think I've just checked with one of my colleagues where like, well over, you know, well, over 1100 experiences of people doing that here. And that lab has 25 seats, but also externally. Yeah. So right off of hpe.com, that same test drive experience that we're doing here. People can launch at home. And so we got in this morning, there were like four guys logged in from New Zealand, you know, doing exercises, which is pretty neat. So, so when you ask me the question, what are the design considerations, uh, that HPE GreenLake that we baked in and thought through it's again, that, Hey, it's a, it's a big thing. Yeah. It's a big, it's an experience. Let's start with you just digesting the, you know, the comp basic concepts. Then let's talk about your persona and how it directly maps to what you can do. And then if you want to get deeper, you know, we have the solutions that we design behind it, solution demos, and, and if you wanna drive it, let you know, buckle up. Let's >>Go. Yeah, you get right to a spot, multiple monitors, great experience, high touch. Um, that's awesome. I gotta ask you another question. Cause you've been, you know, pre pandemic, you've been doing a lot of this technical marketing and events and then virtual hit right now. We're back face to face, right? It's clear, Dave and I were just talking about our, on our opening day, year on day. One, people love to see each other back. Every event we've been to face to face. People are energized to a level. We didn't even see. What are you seeing here in terms of performance? Obviously, you got sales people here, you got executives here, you got customers right. Face to face, right. >>Doing belly to belly, >>Belly to belly, as Dave says, that's a positive, what's it like, explain what it's like. >>Well, I mean, you don't, you never know what you got until it's gone, right? >>Yeah. >>You, and so people didn't really realize that, Hey, we really needed to have this kind of touch and this, this kind of activity. And it was funny because people be before the pandemic, there was also a push to do a lot of virtual stuff, you know, economies of scale. Yeah. You know, some of that stuff works. Teams are making decisions, but then it all goes away and people realize how valuable, you know, just the conversations were, you know, meeting >>Somebody, relationships, meeting >>Somebody for a coffee, you know, talking through different bumping into colleagues than that. You haven't seen for years, or you worked with somebody and now they're doing this. And then you realize you have some sort of synergy with each other and you know, you can still help each other. And just the, just, you know, just the discovery <laugh> of being at discover, you know, and running into these different types of things. So, uh, well >>You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked maybe four times this week. Yeah. You've seen you here walking around the hallways. We saw you last night, right? Yeah. You just, that just wouldn't happen in your little virtual >>World. Yeah. I mean, not at all. And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff >>Course, and we're learning, >>It's got value, but I just want to thank you guys for just being the cube and the whole team, you know, Frank, everybody just tremendous partners through that because you can still look at that content that we produced together last year and it's still relevant. We're still sharing it. It still has impact. We, we point, you know, we tell people, Hey, here's call to action. You're leaving. Discover by the way, there's these three or four pieces out on the cube that really go with, go at this topic. >>Right. That GreenLake event we did last year was phenomenal. >>It was, it was, and it was a partnership with you guys. And I, I, you know, I, I speak on, on behalf of many of my colleagues here at HPE, we just wanna thank the cube for all the support, creativity, uh, and how we got through that >>All together. We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Hey, this guy, actually, he's gonna, he's gonna push us to some new levels. Technical >>Marketing know >>That's our, our team marketing. Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, but you're super creative. Well, thank you. And so you, you helped us, you know, up, up our game. >>Yeah. Thanks a lot. Yeah. You know, Frank was getting, Hey, Frank, Dave, can you guys do this? You >>Know, so yeah, we were on the background. >>I mean, but we were, we were growing and surviving and thriving together and getting through it, but what's coming out. The other side now is a new format. You mentioned virtual. That's not going away. Hybrid is a steady state for all of us. Even the cube. Yeah. So the new protocols and the new standards are emerging. And I think the newness of it scares people also like how do you do it? Um, who, whose role is it to take the virtual and digital? So this whole new set of experiences still coming out. Yeah. What's your vision? How do you see this? Cause we're face to face clearly is what everyone wants from school kids to adults. Right. We want face to face. Right. How does digital fit in? >>Well, I mean, that's, that's a, that's a really tricky question. I'll give you a, a, I'll kind of back into the answer a little bit. Um, you guys can see this, right, right behind us. We had this whole backdrop here, greetings from the edge of virtual reality experience. Well, we built that. We built that during the COVID era, so we could have experiences with people remotely. Right. Uh, and we used it for our executive summit, you know, last year for the virtual discovery, we shipped those Oculus headsets to everybody. They, everybody jumped into it. And so I was sitting there being a host, you know, with four CTOs that were scattered all over the world. So we were in cyberspace together. Right. And so of course being good, uh, you know, good business people we realized, Hey, this is pretty fun. So let's dust it off and bring it out here for the more general public. >>So again, it was like a 200 person, you know, uh, executive level experience and all of that, but it had tremendous value, different types of experiences. I recommend you try it if you ever have the opportunity. Um, so that's a way that we start emerging virtual reality and digital experiences to try to keep that human connection, but now we're using it again. And everybody's in these little pod rooms, six of them together. So they're having this experience in cyberspace and they're having it physically. Yeah. And so I think some, and everyone's enjoying being together and still in cyber space together. So I think when we start to build assets and we start to look at different types of things and experiences, we gotta think, we, we gotta think through that now. Right. You know, how is this, how is this investment or this, this experience, how's it gonna translate, you know, outside of these four walls, right. And how can we use it outside of these four walls, uh, and create, you know, a more engaging experience. So that's a little bit of a backing into that answer, but I think I'm, I'm, >>It's emerging. It's >>Important. Well, I'm saying it more as an example of us thinking through and trying to leverage. Yeah. >>I love it though. I mean, you always, you've always been struck me as a visionary and I, I loved that answer and I can just see, it's just gonna progress by the end of the decade. This is gonna become right. Uh, a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. I love what you were saying about, yeah. Even though we're here physically, we're actually creating a virtual world within this physical pod. We are. Where can people discover more about that? About, about, about the shows, the content that >>Was here? Well on hpe.com, you can just launch into discover. We have a tremendous amount of content that's been recorded, keynote sponsor sessions, the cube they're dialed in all kinds of different pieces of assets that we've done. Um, I'll plug just another couple of things just to, again, to talk about the connectivity of things that we're doing. So one of the projects that I lead, uh, I am very proud to lead is HPE space born and our space born computer space, born computer two, flying a most powerful machine, uh, computer to ever fly in space. Uh, we've been up there for a year. We've done 24 different experiments over the year to, for the benefit of the entire scientific community. Um, also, you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built a scale replica of the Columbus module, right? So this is, you know, this is a 28 by 12 foot module. Hey, we're bringing her home seriously. >>They're gonna pull the plugs. They're gonna pull the >>Plug on me soon. Right. So anyway, so we have that module built, right? And this is, uh, we work with a Hollywood production company. We've had it before, but you know, we we've customized it. We have a live link to the ISS station in there. And, and so we're talking about everything that we're doing there, but also in this virtual reality experience, we have you going on a space walk, right. And so we've, we've captured that as well. So we've, we're tying this physical and virtual experience together. Uh, and, uh, so it's a fun project. So you can check that >>Out. We did exit scale together during the pandemic, and that's when I first really got into to space point. It was awesome to see frontier announced actually breaking through the exo scale barrier. We, we were on the cusp, but we, we now see it breaking through. So, yeah. Congratulations on that. Thank you >>Very much. And, you know, a couple, you know, just couple other things that we're doing, that's pretty exciting. I don't, I don't wanna give away all my tricks, uh, but you know, we've organized our demonstrations through the customer lenses. So we have these customer journeys that we see people that are using our technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, but how are our customers really trying to, you know, advance AI and machine learning, for example, how are they actually trying to, you know, protect their data? You know, the different things, the business issues, the business issues. Yeah. And so we've organized our demos through that, and we have these, these pods and then satellites, and you, you, you give you walk through that whole thing and it's addressing different aspects of that. >>Um, and then another thing that we've done is we have tours here, uh, as well, where, cuz there's so much content that people can take tours and you know, 1400 people have taken those tours. Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. And we see big traffic the first day or so and by design. And so we hit the highlights and then they decide how to use their valuable time later in the showcase about what they want to deep dive on. And so that's been a tremendous success for >>Us. Well norm thanks for bringing us on the tour of discover. Yeah. Well and really, you know, sharing that with our audience and you've been an awesome partner. And as you say, a great innovator, hope I can't wait to see what's next. All right. >>You so much. Hey, thanks for letting me on here guys. Welcome to our pleasure. I'm somebody I made. You're a Cub >>Alumni alumni. You're alumni. Welcome to alumni. So >>Guys great. Our week. That's a wrap on on day three, uh, Dave Valant day, John furrier for Lisa Martin. Don't forget to go to Silicon angle.com where we've got all the news, all the interviews that we've done this week, get written up and posted on Silicon angle.com. The cube.net I publish every week. Uh, my breaking analysis on, on, on wikibon.com. It's on a podcast. So check that out. Thanks to everybody. Thanks for the crew. Everybody back at the office. Really appreciate it. Great job. And we'll see you next time. All right.
SUMMARY :
that we met during the pandemic. Thank you. The last we always, we always like to bring the energy in the last segment because you know, the cube, Well, we did, you know, and it takes a village. you know, there's no organizational borders, so to speak, you know, you know, we're a big company, to the table from Antonio and, you know, the team is the lining. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, We had, you know, platform play uett packer is a platform. That, you know, I, you know, your, your dev teams say go, It can't be exclusive to just one part of the organization. what resonated with customers and what was different from, from, uh, that GreenLake enabled you And it started with us just kind of, you know, having the strategy about first of all, So we start at that level of conversation, you know, socialize the core services, Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. And so we got in this morning, there were like four guys logged in from New Zealand, you know, Obviously, you got sales people here, you got executives here, you got customers right. but then it all goes away and people realize how valuable, you know, just the conversations were, of synergy with each other and you know, you can still help each other. You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff We, we point, you know, we tell people, Hey, here's call to action. And I, I, you know, I, I speak on, on behalf of many of my colleagues We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, You And I think the newness of it scares people also like how do you do it? And so I was sitting there being a host, you know, with four CTOs that were So again, it was like a 200 person, you know, uh, executive level experience and all of that, It's emerging. Yeah. a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built They're gonna pull the plugs. in this virtual reality experience, we have you going on a space walk, Thank you technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. Well and really, you know, sharing that with our audience and You so much. Welcome to alumni. And we'll see you next time.
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Keith Basil, SUSE | HPE Discover 2022
>> Announcer: TheCube presents HPE Discover 2022, brought to you by HPE. >> Welcome back to HPE Discover 2022, theCube's continuous wall to wall coverage, Dave Vellante with John Furrier. Keith Basil is here as the General Manager for the Edge Business Unit at SUSE. Keith, welcome to theCube, man good to see you. >> Great to be here, it's my first time here and I've seen many shows and you guys are the best. >> Thanks you. >> Thank you very much. >> Big fans of SUSE you know, we've had Melissa on several times. >> Yes. >> Let's start with kind of what you guys are doing here at Discover. >> Well, we're here to support our wonderful partner HPE, as you know SUSE's products and services are now being integrated into the GreenLake offering. So that's very exciting for us. >> Yeah. Now tell us about your background. It's quite interesting you've kind of been in the mix in some really cool places. Tell us a little bit about yourself. >> Probably the most relevant was I used to work at Red Hat, I was a Product Manager working in security for OpenStack and OpenShift working with DOD customers in the intelligence community. Left Red Hat to go to Rancher, started out there as VP of Edge Solutions and then transitioned over to VP of Product for all of Rancher. And then obviously we know SUSE acquired Rancher and as of November 1st, of 2020, I think it was. >> Dave: 2020. >> Yeah, yeah time is flying. I came over, I still remained VP of Product for Rancher for Cloud Native Infrastructure. And I was working on the edge strategy for SUSE and about four months ago we internally built three business units, one for the Linux business, one for enterprise container management, basically the Rancher business, and then the newly minted business unit was the Edge business. And I was offered the role to be GM for that business unit and I happily accepted it. >> Very cool. I mean the market dynamics since the 2018 have changed dramatically, IBM bought Red Hat. A lot of customers said, "Hmm let's see what other alternatives are out there." SUSE popped its head up. You know, Melissa's been quite, you know forthcoming about that. And then you acquire Rancher in 2020, IPO in 2021. That kind of gives you another tailwind. So there's a new market when you go from 2018 to 2022, it's a completely changed dynamic. >> Yes and I'm going to answer your question from the Rancher perspective first, because as we were at Rancher, we had experimented with different flavors of the underlying OS underneath Kubernetes or Kubernetes offerings. And we had, as I said, different flavors, we weren't really operating system people for example. And so post-acquisition, you know, one of my internal roles was to bring the two halves of the house together, the philosophies together where you had a cloud native side in the form of Rancher, very progressive leading innovative products with Rancher with K3s for example. And then you had, you know, really strong enterprise roots around compliance and security, secure supply chain with the enterprise grade Linux. And what we found out was SUSE had been building a version of Linux called SLE Micro, and it was perfectly designed for Edge. And so what we've done over that time period since the acquisition is that we've brought those two things together. And now we're using Kubernetes directives and philosophies to manage all the way down to the operating system. And it is a winning strategy for our customers. And we're really excited about that. >> And what does that product look like? Is that a managed service? How are customers consuming that? >> It could be a managed service, it's something that our managed service providers could embrace and offer to their customers. But we have some customers who are very sophisticated who want to do the whole thing themselves. And so they stand up Rancher, you know at a centralized location at cloud GreenLake for example which is why this is very relevant. And then that control plane if you will, manages thousands of downstream clusters that are running K3s at these Edge locations. And so that's what the complete stack looks like. And so when you add the Linux capability to that scenario we can now roll a new operating system, new kernel, CVE updates, build that as an OCI container image registry format, right? Put that into a registry and then have that thing cascade down through all the downstream clusters and up through a rolling window upgrade of the operating system underneath Kubernetes. And it is a tremendous amount of value when you talk to customers that have this massive scale. >> What's the impact of that, just take us through what happens next. Is it faster? Is it more performant? Is it more reliable? Is it processing data at the Edge? What's the impact of the customer? >> Yes, the answer is yes to that. So let's actually talk about one customer that we we highlighted in our keynote, which is Home Depot. So as we know, Kubernetes is on fire, right? It is the technology everybody's after. So by being in demand, the skills needed, the people shortage is real and people are commanding very high, you know, salaries. And so it's hard to attract talent is the bottom line. And so using our software and our solution and our approach it allows people to scale their existing teams to preserve those precious human resources and that human capital. So that now you can take a team of seven people and manage let's say 3000 downstream stores. >> Yeah it's like the old SRE model for DevOps. >> Correct. >> It's not servers they're managing one to many. >> Yes. >> One to many clusters. >> Correct so you've got the cluster, the life cycle of the cluster. You already have the application life cycle with the classic DevOps. And now what we've built and added to the stack is going down one step further, clicking down if you will to managing the life cycle of the operating system. So you have the SUSE enterprise build chain, all the value, the goodness, compliance, security. Again, all of that comes with that build process. And now we're hooking that into a cloud native flow that ends up downstream in our customers. >> So what I'm hearing is your Edge strategy is not some kind of bespoke, "Hey, I'm going after Edge." It connects to the entire value chain. >> Yes, yeah it's a great point. We want to reuse the existing philosophies that are being used today. We don't want to create something net new, cause that's really the point in leverage that we get by having these teams, you know, do these things at scale. Another point I'm going to make here is that we've defined the Edge into three segments. One is the near Edge, which is the realm of the-- >> I was going to ask about this, great. >> The telecommunications companies. So those use cases and profiles look very different. They're almost data center lite, right? So you've had regional locations, central offices where they're standing up gear classic to you machines, right? So things you find from HPE, for example. And then once you get on the other side of the access device right? The cable modem, the router, whatever it is you get into what we call the far Edge. And this is where the majority of the use cases reside. This is where the diversity of use cases presents itself as well. >> Also security challenges. >> Security challenges. Yes and we can talk about that following in a moment. And then finally, if you look at that far Edge as a box, right? Think of it as a layer two domain, a network. Inside that location, on that network you'll have industrial IOT devices. Those devices are too small to run a full blown operating system such as Linux and Kubernetes in the stack but they do have software on them, right? So we need to be able to discover those devices and manage those devices and pull data from those devices and do it in a cloud native way. So that's what we called the tiny Edge. And I stole that name from the folks over at Microsoft. Kate and Edrick are are leading a project upstream called Akri, A-K-R-I, and we are very much heavily involved in Akri because it will discover the industrial IOT devices and plug those into a local Kubernetes cluster running at that location. >> And Home Depot would fit into the near edge is that correct? >> Yes. >> Yeah okay. >> So each Home Depot store, just to bring it home, is a far Edge location and they have over 2,600 of these locations. >> So far Edge? You would put far Edge? >> Keith: Far Edge yes. >> Far edge, okay. >> John: Near edge is like Metro. Think of Metro. >> And Teleco, communication, service providers MSOs, multi-service operators. Those guys are-- >> Near Edge. >> The near edge, yes. >> Don't you think, John's been asking all week about machine learning and AI, in that tiny Edge. We think there's going to be a lot of AI influencing. >> Keith: Oh absolutely. >> Real time. And it actually is going to need some kind of lighter weight you know, platform. How do you fit into that? >> So going on this, like this model I just described if you go back and look at the SUSECON 2022 demo keynote that I did, we actually on stage stood up that exact stack. So we had a single Intel nook running SLE Micro as we mentioned earlier, running K3s and we plugged into that device, a USB camera which was automatically detected and it loaded Akri and gave us a driver to plug it into a container. Now, to answer your question, that is the point in time where we bring in the ML and the AI, the inference and the pattern recognition, because that camera when you showed the SUSE plush doll, it actually recognized it and put a QR code up on the screen. So that's where it all comes together. So we tried to showcase that in a complete demo. >> Last week, I was here in Vegas for an event Amazon and AWS put on called re:Mars, machine learning, automation, robotics, and space. >> Okay. >> Kind of but basically for me was an industrial edge show. Cause The space is the ultimate like glam to edge is like, you're doing stuff in space that's pretty edgy so to speak, pun intended. But the industrial side of the Edge is going to, we think, accelerate with machine learning. >> Keith: Absolutely. >> And with these kinds of new portable I won't say flash compute or just like connected power sources software. The industrial is going to move really fast. We've been kind of in a snails pace at the Edge, in my opinion. What's your reaction to that? Do you think we're going to see a mass acceleration of growth at the Edge industrial, basically physical, the physical world. >> Yes, first I agree with your assessment okay, wholeheartedly, so much so that it's my strategy to go after the tiny Edge space and be a leader in the industrial IOT space from an open source perspective. So yes. So a few things to answer your question we do have K3s in space. We have a customer partner called Hypergiant where they've launched satellites with K3s running in space same model, that's a far Edge location, probably the farthest Edge location we have. >> John: Deep Edge, deep space. >> Here at HPE Discover, we have a business unit called SUSE RGS, Rancher Government Services, which focuses on the US government and DOD and IC, right? So little bit of the world that I used to work in my past career. Brandon Gulla the CTO of of that unit gave a great presentation about what we call the tactical Edge. And so the same technology that we're using on the commercial and the manufacturing side. >> Like the Jedi contract, the tactical military Edge I think. >> Yes so imagine some of these military grade industrial IOT devices in a disconnected environment. The same software stack and technology would apply to that use case as well. >> So basically the tactical Edge is life? We're humans, we're at the Edge? >> Or it's maintenance, right? So maybe it's pulling sensors from aircraft, Humvees, submarines and doing predictive analysis on the maintenance for those items, those assets. >> All these different Edges, they underscore the diversity that you were just talking Keith and we also see a new hardware architecture emerging, a lot of arm based stuff. Just take a look at what Tesla's doing at the tiny Edge. Keith Basil, thanks so much. >> Sure. >> For coming on theCube. >> John: Great to have you. >> Grateful to be here. >> Awesome story. Okay and thank you for watching. This is Dave Vellante for John Furrier. This is day three of HPE Discover 2022. You're watching theCube, the leader in enterprise and emerging tech coverage. We'll be right back. (upbeat music)
SUMMARY :
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Rashmi Kumar, HPE | HPE Discover 2022
>> Announcer: theCUBE presents HPE Discover 2022, brought to you by HPE. >> We're back at the formerly the Sands Convention Center, it's called the Venetian Convention Center now, Dave Vellante and John Furrier here covering day three, HPE Discover 2022, it's hot outside, it's cool in here, and we're going to heat it up with Rashmi Kumar, who's the Senior Vice President and CIO of Hewlett Packard Enterprise, great to see you face to face, it's been a while. >> Same here, last couple of years, we were all virtual. >> Yeah, that's right. So we've talked before about sort of your internal as-a-service transformation, you know, we do call it dog fooding, everybody likes to course correct and say, no, no, it's drinking your own champagne, is it really that pretty? >> It is, and the way I put it is, no pressure to my product teams, it's being customer zero. >> Right, take us through the acceleration on how everything's been going with you guys, obviously, the pandemic was an impact to certainly the CIO role and your team but now you've got GreenLake coming in and Antonio's big statement before the pandemic, by 2022 everything will be as a service and then everything went remote, VPNs and all this new stuff, how's it going? >> Yeah, so from business perspective, that's a great point to start that, right? Antonio promised in 2019 that HPE will be Everything-as-a-Service company and he had no view of what's going to happen with COVID. But guess what? So many businesses became digital and as-a-service during those two years, right? And now we came back this year, it was so exciting to be part of Discover when now we are Everything-as-a-Service. So great from business perspective but, when I look at our own transformation, behind the scene, what IT has been busy with and we haven't caught a breadth because of pandemic, we have taken care of all that change, but at the same time have driven our transformation to make HPE, edge to cloud platform as a service company. >> You know, I saw a survey, I referenced it earlier today, it was a survey, I think it was been by Couchbase, it was a CIO survey, so they asked, who was responsible at your organization for the digital transformation? And overwhelming, like 75% said, CIO, which surprised me 'cause, you know, in line with the business and so forth but in fact I thought, well, maybe, because of the forced march to digital that's what was top of their mind, so who is responsible for, and I know it's not just one person, for the digital transformation? Describe that dynamic. >> Yeah, so definitely it's not one person, but you do need that whole accountable, responsible, informed, right, in the context of digital transformation. And you call them CIO, you call them CDIO or CDO and whatnot but, end of the day, technology is becoming an imperative for a business to be successful and COVID alone has accelerated it, I'm repeating this maybe millions time if you Google it but, CIOs are best positioned because they connect the dots across organization. In my organization at HPE, we embarked upon this large transformation where we were consolidating 10 different ERPs, multiple master data system into one and it wasn't about doing digital which is e-commerce website or one technology, it was creating that digital foundation for the company then to transform that entire organization to be a physical product company to a digital product company. And we needed that foundation for us to get that code to cash experience, not only in our traditional business, but in our as-a-service company. >> So maybe that wasn't confirmation bias, I want to ask you about, we've been talking a lot about sustainability and I've made the comment that, if you go back, you know, 10, 12 years and you were CIO IT at that time, CIO really didn't care about the energy bill, that was paid for by facilities, they really didn't talk to each other much and that's completely changed, why has it changed? How should a CIO, how do your your peers think about energy costs today? >> Yeah, so, at some point look, ESG is the biggest agenda for companies, regulators, even kind of the watchers of ISS and Glass Lewis type thing and boards are becoming aware of it. If you look at 2-4% of greenhouse emission comes from infrastructure, specifically technology infrastructure, as part of this transformation within HPE, I also did what I call private cloud transformation. Remember, it's not data center transformation, it's private cloud transformation. And if you can take your traditional workload and cloudify it which runs on a GreenLake type platform, it's currently 30% more efficient than traditional way of handling the workload and the infrastructure but, we recently published our green living progress report and we talk about efficiency, by 2020 if you have achieved three times, the plan is to get to 30 times by 2050 where, infrastructure will not contribute to energy bill in turn the greenhouse emission as well. I think CIOs are responsible multifold on the sustainability piece. One is how they run their data center, make it efficient with GreenLake type implementations, demand from your hyperscaler to provide that, what Fidelma just launched, sustainability scorecard of the infrastructure, second piece is, we are the data gods in the company, right? We have access to all kinds of data, provide that to the product teams and have them, if we cannot measure, we cannot improve. So if you work with your product team, work with your BU leader, provide them data around greenhouse gas and how they're impacting a mission through their products and how can they make it better going forward, and that can be done through technology, right? All the measurements come from technology. So what technology we need to provide to our manufacturing lines so that they can monitor and improve on the sustainability front as well. >> You mentioned data, I wanted to bring that up 'cause I was going to bring that up in another top track here, data as an asset now is at play, so I get the data on the sustainability, feed that in, but as companies go to the cloud operating model, they go, hey, I got the hyperscalers, you call microscale, Amazon for instance, and you got on-premises data center, which is a large edge and you got the edge, the data control plane, and then the control plane and the data plane are always seem to be like the battle ground, I want to control the data plane, will customers own the data plane or will the infrastructure providers control that data plane? And how do you see that? Because we want to power the machine learning, so data plane control plane, it seems to be like the new middleware, what's your view on that? How do you look at that holistically? >> Yeah, so I'll start based on the hyperscaler conversation, right? And I had this conversation with one of the very big ones recently, or even our partner, SAP, when they talk about RISE, data center and how I host my application infrastructure, that's the lowest common denominator of our job. When I talk about CIOs being responsible for digital transformation, that means how do I make my business process more innovative? How do I make my data more accessible, right? So, if you look at data as an asset for the company, it's again, they're responsible, accountable. As CIO, I'm responsible to have it managed, have it on a technology platform, which makes it accessible by it and our business leader accountable to define the right metrics, right kind of KPIs, drive outcome from that data. IT organization, we are also too busy driving a lot of activities and today's world is going to bad business outcome. So with the data that I'm collecting, how do I enable my business leader to be able to drive business outcome through the use of the data? That's extremely important, and at HPE, we have achieved it, there are two ways, right? Now I have one single ERP, so all the data that I need for what I call operational reporting, get hindsight and insight is available at one place and they can drive their day to day business with that, but longer term, what's going to happen based on what happened, which I call insight to foresight comes from a integrated data platform, which I have control of, and you know, we are fragmenting it because companies now have Databox, Snowflake, AWS data analytics tool, Azure data analytics tool, I call it data torture. CIOs should get control of common set of data and enable their businesses to define better measurements and KPIs to be able to drive the data. >> So data's a crown jewel then, it's crown jewel not-- >> Can we double-click on that because, okay, so you take your ERP system, the consumers of data in the ERP system, they have the context that we've kind of operationalized those systems. We haven't operationalized our analytics systems in the same way, which is kind of a weird dynamic, and so you, right, I think correctly noted Rashmi that, we are creating all these stove pipes. Now, think I heard from you, you're gaining control of those stove pipes, but then how do you put data back in the hands of those line of business users without having to go through a hyper specialized analytics team? And that's a real challenge I think for data. >> It is challenge and I'll tell you, it's messy even in my world but, I have dealt with data long enough, the value lies in how do I take control of all stove pipes, bring it all together, but don't make it a data lake which is built out of multiple puddles, that data lake promise hasn't delivered, right? So the value lies in the conformed layer which then it's easier for businesses to access and run their analytics from, because they need a playground because all the answers they don't have, on the operation side, as you mentioned, we got it, right? It'll happen, but on the fore site side and deeper insight side based on driving the key metrics, two challenges; understanding what's the key metrics in KPI, but the second is, how to drive visibility and understanding of it. So we need to get technology out of the conversation, bring in understanding of the data into the conversation and we need to drive towards that path. >> As a business, you know, line of business person putting that hat on, I would love to have this conversation with my CIO because I would say, I just want self-service infrastructure and I want to have access to the data that I need, I know what metrics I need to run my business so now I want the technology to be just a technical detail, you take care of that and then somebody in the organization, probably not the line of business person wants to make sure that that data is governed and secure. So there's somebody else and that maybe is your responsibility, so how do you handle that real problem? So I think you're well on the track with GreenLake for self-serve infrastructure, right, how do you handle the sort of automated governance piece of it, make that computational? Yeah, so one thing is technology is important because that's bringing all the data together at one place with single version of truth. And then, that's why I say my sons are data scientist, by the way, I tell them that the magic happens at the intersection of technology knowledge, data knowledge, and business knowledge, and that's where the talent, which is very hard to find who can connect dots across these three kind of circles and focus on that middle where the value lies and pushing businesses to, because, you know, business is messy, I've worked on pharma companies, utilities, now technology, order does not mean revenue, right? There's a lot more that happen and pricing or chargeback, rebates, all that things, if somebody can kind of make sense out of it through incremental innovation, it's not like a big bang I know it all, but finding those areas and applying what you said, I call it the G word, governance, to make sure your source is right and then creating that conform layer then makes into the dashboard the right information about those types of metrics is extreme. >> And then bringing that to the ecosystem, now I just made it 10 times more complicated. >> Yeah, this is a great conversation, we on theCUBE interview one time we're talking about the old software days where shrink-wrap software be on the shelf, you wouldn't know if was successful until you looked at the sales data, well after the fact, now everything's instrumented, SaaS companies, you know exactly what the adoption is, either people like it or they don't, the data doesn't lie. So now companies are realizing, okay, I got data, I can instrument everything, your customers are now saying, I can get to the value fast now. So knowing what that value is is what everyone's talking about. How do you see that changing the data equation? >> Yeah, that's so true even for our business, right? If you talk to Fidelma today, who is our CTO, she's bringing together the platform and multiple platforms that we had so far to go to as-a-service business, right? Infosite, Aruba Central, GLCP, or now we call it it's all HPE GreenLake, but now this gives us the opportunity to really be a alongside customer. It's no more, I sold a box, I'll come back to you three years later for a refresh, now we are in touch with our customer real time through Telemetry data that's coming from our products and really understanding how our customers are reacting with that, right? And that's where we instantiated what we call is a federated data lake where, marketing, product, sales, all teams can come together and look at what's going on. Customer360, right? Data is locked in Salesforce from opportunity, leads, codes perspective, and then real time orders are locked in S4. The challenge is, how do we bring both together so that our sales people have on their fingertip whats the install base look like, how much business that we did and the traditional side and the GreenLake side and what are the opportunities here to support our customers? >> Real quick, I know we don't have a lot of time left, but I want to touch on machine learning, which basically feeds AI, machine learning, AI go together, it's only as good as the data you can provide to it. So to your point about exposing the data while having the stove pipes for compliance and governance, how do you architect that properly? You mentioned federated data lake and earlier you said the data lake promise hasn't come back, is it data meshes? What is the architecture to have as much available data to be addressed by applications while preserving the protection? >> Yeah, so, machine learning and AI, I will also add chatbots and conversational AI, right? Because that becomes the front end of it. And that's kind of the automation process promise in the data space, right? So, the point is that, if we talk about federated data lake around one capability which I'm talking about GreenLake consumption, right? So one piece is around, how do I get data cleanly? How do I relate it across various products? How do I create metrics out of it? But how do I make it more accessible for our users? And that's where the conversational AI and chatbot comes in. And then the opportunity comes in is around not only real time, but analytics, I believe Salesforce had a pitch called customer insight few years ago, where they said, we have so many of you on our platform, now I can combine all the data that I can access and want to give you a view of how every company is interacting with their customer and how you can improve it, that's where we want to go. And I completely agree, it ends up being clean data, governed data, secure data, but having that understanding of what we want to project out and how do I make it accessible for our users very seamlessly. >> Last question, what's your number one challenge right now in this post isolation world? >> Talent, we haven't talked about that, right? >> Got to get that out there. >> All these promises, right, the entire end to end foundational transformation, as-a-service transformation, talking about the promise of data analytics, we talked about governance and security, all that is possible because of the talent we have or we will have, and our ability to attract and retain them. So as CIO, I personally spend a lot of time, CEO, John Schultz, Antonio, very, very focused on creating that employee experience and what we call everything is edge for us, so edge to office initiative where we are giving them hybrid work capabilities, people are very passionate about purpose, so sustainability, quality, all these are big deal for them, making sure that senior leadership is focused on the right thing, so, hybrid working capability, hiring the right set of people with the right skill set and keeping them excited about the work we are doing, having a purpose, and being honest about it means I haven't seen a more authentic leader than Antonio, who opens up his keynote for this type of convention, with the purpose that he's very passionate about in current environment. >> Awesome, Rashmi, always great to have you on, wonderful to have you face to face, such a clear thinker in bringing your experience to our audience, really appreciate it. >> Thank you, I'm a big consumer of CUBE and look forward to having-- >> All right, and keep it right there, John and I will be back to wrap up with Norm Follett, from HPE discover 2022, you're watching theCUBE. (gentle music)
SUMMARY :
brought to you by HPE. great to see you face to Same here, last couple of is it really that pretty? It is, and the way I put it is, behind the scene, what because of the forced march to digital foundation for the company then and improve on the and KPIs to be able to drive the data. in the same way, which is but the second is, how to drive visibility and applying what you that to the ecosystem, don't, the data doesn't lie. and the traditional side What is the architecture to and how you can improve it, the entire end to end great to have you on, John and I will be back to
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Jen Huffstetler, Intel | HPE Discover 2022
>> Announcer: theCube presents HPE Discover 2022 brought to you by HPE. >> Hello and welcome back to theCube's continuous coverage HPE Discover 2022 and from Las Vegas the formerly Sands Convention Center now Venetian, John Furrier and Dave Vellante here were excited to welcome in Jen Huffstetler. Who's the Chief product Sustainability Officer at Intel Jen, welcome to theCube thanks for coming on. >> Thank you very much for having me. >> You're really welcome. So you dial back I don't know, the last decade and nobody really cared about it but some people gave it lip service but corporations generally weren't as in tune, what's changed? Why has it become so top of mind? >> I think in the last year we've noticed as we all were working from home that we had a greater appreciation for the balance in our lives and the impact that climate change was having on the world. So I think across the globe there's regulations industry and even personally, everyone is really starting to think about this a little more and corporations specifically are trying to figure out how are they going to continue to do business in these new regulated environments. >> And IT leaders generally weren't in tune cause they weren't paying the power bill for years it was the facilities people, but then they started to come together. How should leaders in technology, business tech leaders, IT leaders, CIOs, how should they be thinking about their sustainability goals? >> Yeah, I think for IT leaders specifically they really want to be looking at the footprint of their overall infrastructure. So whether that is their on-prem data center, their cloud instances, what can they do to maximize the resources and lower the footprint that they contribute to their company's overall footprint. So IT really has a critical role to play I think because as you'll find in IT, the carbon footprint of the data center of those products in use is actually it's fairly significant. So having a focus there will be key. >> You know compute has always been one of those things where, you know Intel's been makes chips so that, you know heat is important in compute. What is Intel's current goals? Give us an update on where you guys are at. What's the ideal goal in the long term? Where are you now? You guys always had a focus on this for a long, long time. Where are we now? Cause I won't say the goalpost of changed, they're changing the definitions of what this means. What's the current state of Intel's carbon footprint and overall goals? >> Yeah, no thanks for asking. As you mentioned, we've been invested in lowering our environmental footprint for decades in fact, without action otherwise, you know we've already lowered our carbon footprint by 75%. So we're really in that last mile. And that is why when we recently announced a very ambitious goal Net-Zero 2040 for our scope one and two for manufacturing operations, this is really an industry leading goal. And partly because the technology doesn't even exist, right? For the chemistries and for making the silicon into the sand into, you know, computer chips yet. And so by taking this bold goal, we're going to be able to lead the industry, partner with academia, partner with consortia, and that drive is going to have ripple effects across the industry and all of the components in semiconductors. >> Is there a changing definition of Net-Zero? What that means, cause some people say they're Net-Zero and maybe in one area they might be but maybe holistically across the company as it becomes more of a broader mandate society, employees, partners, Wall Street are all putting pressure on companies. Is the Net-Zero conversation changed a little bit or what's your view on that? >> I think we definitely see it changing with changing regulations like those coming forth from the SEC here in the US and in Europe. Net-Zero can't just be lip service anymore right? It really has to be real reductions on your footprint. And we say then otherwise and even including in our supply chain goals what we've taken new goals to reduce, but our operations are growing. So I think everybody is going through this realization that you know, with the growth, how do we keep it lower than it would've been otherwise, keep focusing on those reductions and have not just renewable credits that could have been bought in one location and applied to a different geographical location but real credible offsets for where the the products manufactured or the computes deployed. >> Jen, when you talk about you've reduced already by 75% you're on that last mile. We listened to Pat Gelsinger very closely up until recently he was the number one most frequently had on theCube guest. He's been busy I guess. But as you apply that discipline to where you've been, your existing business and now Pat's laid out this plan to increase the Foundry business how does that affect your... Are you able to carry through that reduction to, you know, the new foundries? Do you have to rethink that? How does that play in? >> Certainly, well, the Foundry expansion of our business with IBM 2.0 is going to include the existing factories that already have the benefit of those decades of investment and focus. And then, you know we have clear goals for our new factories in Ohio, in Europe to achieve goals as well. That's part of the overall plan for Net-Zero 2040. It's inclusive of our expansion into Foundry which means that many, many many more customers are going to be able to benefit from the leadership that Intel has here. And then as we onboard acquisitions as any company does we need to look at the footprint of the acquisition and see what we can do to align it with our overall goals. >> Yeah so sustainable IT I don't know for some reason was always an area of interest to me. And when we first started, even before I met you, John we worked with PG&E to help companies get rebates for installing technologies that would reduce their carbon footprint. >> Jen: Very forward thinking. >> And it was a hard thing to get, you know, but compute was the big deal. And there were technologies and I remember virtualization at the time was one and we would go in and explain to the PG&E engineers how that all worked. Cause they had metrics and that they wanted to see, but anyway, so virtualization was clearly one factor. What are the technologies today that people should be paying, flash storage was another one. >> John: AI's going to have a big impact. >> Reduce the spinning disk, but what are the ones today that are going to have an impact? >> Yeah, no, that's a great question. We like to think of the built in acceleration that we have including some of the early acceleration for virtualization technologies as foundational. So built in accelerated compute is green compute and it allows you to maximize the utilization of the transistors that you already have deployed in your data center. This compute is sitting there and it is ready to be used. What matters most is what you were talking about, John that real world workload performance. And it's not just you know, a lot of specsmanship around synthetic benchmarks, but AI performance with the built in acceleration that we have in Xeon processors with the Intel DL Boost, we're able to achieve four X, the AI performance per Watts without you know, doing that otherwise. You think about the consolidation you were talking about that happened with virtualization. You're basically effectively doing the same thing with these built in accelerators that we have continued to add over time and have even more coming in our Sapphire Generation. >> And you call that green compute? Or what does that mean, green compute? >> Well, you are greening your compute. >> John: Okay got it. >> By increasing utilization of your resources. If you're able to deploy AI, utilize the telemetry within the CPU that already exists. We have customers KDDI in Japan has a great Proofpoint that they already announced on their 5G data center, lowered their data center power by 20%. That is real bottom line impact as well as carbon footprint impact by utilizing all of those built in capabilities. So, yeah. >> We've heard some stories earlier in the event here at Discover where there was some cooling innovations that was powering moving the heat to power towns and cities. So you start to see, and you guys have been following this data center and been part of the whole, okay and hot climates, you have cold climates, but there's new ways to recycle energy where's that cause that sounds very Sci-Fi to me that oh yeah, the whole town runs on the data center exhaust. So there's now systems thinking around compute. What's your reaction to that? What's the current view on re-engineering a system to take advantage of that energy or recycling? >> I think when we look at our vision of sustainable compute over this horizon it's going to be required, right? We know that compute helps to solve society's challenges and the demand for it is not going away. So how do we take new innovations looking at a systems level as compute gets further deployed at the edge, how do we make it efficient? How do we ensure that that compute can be deployed where there is air pollution, right? So some of these technologies that you have they not only enable reuse but they also enable some you know, closing in of the solution to make it more robust for edge deployments. It'll allow you to place your data center wherever you need it. It no longer needs to reside in one place. And then that's going to allow you to have those energy reuse benefits either into district heating if you're in, you know Northern Europe or there's examples with folks putting greenhouses right next to a data center to start growing food in what we're previously food deserts. So I don't think it's science fiction. It is how we need to rethink as a society. To utilize everything we have, the tools at our hand. >> There's a commercial on the radio, on the East Coast anyway, I don't know if you guys have heard of it, it's like, "What's your one thing?" And the gentleman comes on, he talks about things that you can do to help the environment. And he says, "What's your one thing?" So what's the one thing or maybe it's not just one that IT managers should be doing to affect carbon footprint? >> The one thing to affect their carbon footprint, there are so many things. >> Dave: Two, three, tell me. >> I think if I was going to pick the one most impactful thing that they could do in their infrastructure is it's back to John's comment. It's imagine if the world deployed AI, all the benefits not only in business outcomes, you know the revenue, lowering the TCO, but also lowering the footprint. So I think that's the one thing they could do. If I could throw in a baby second, it would be really consider how you get renewable energy into your computing ecosystem. And then you know, at Intel, when we're 80% renewable power, our processors are inherently low carbon because of all the work that we've done others have less than 10% renewable energy. So you want to look for products that have low carbon by design, any Intel based system and where you can get renewables from your grid to ask for it, run your workload there. And even the next step to get to sustainable computing it's going to take everyone, including every enterprise to think differently and really you know, consider what would it look like to bring renewables onto my site? If I don't have access through my local utility and many customers are really starting to evaluate that. >> Well Jen its great to have you on theCube. Great insight into the current state of the art of sustainability and carbon footprint. My final question for you is more about the talent out there. The younger generation coming in I'll say the pressure, people want to work for a company that's mission driven we know that, the Wall Street impact is going to be financial business model and then save the planet kind of pressure. So there's a lot of talent coming in. Is there awareness at the university level? Is there a course where can, do people get degrees in sustainability? There's a lot of people who want to come into this field what are some of the talent backgrounds of people learning or who might want to be in this field? What would you recommend? How would you describe how to onboard into the career if they want to contribute? What are some of those factors? Cause it's not new, new, but it's going to be globally aware. >> Yeah well there certainly are degrees with focuses on sustainability maybe to look at holistically at the enterprise, but where I think the globe is really going to benefit, we didn't really talk about the software inefficiency. And as we delivered more and more compute over the last few decades, basically the programming languages got more inefficient. So there's at least 35% inefficiency in the software. So being a software engineer, even if you're not an AI engineer. So AI would probably be the highest impact being a software engineer to focus on building new applications that are going to be efficient applications that they're well utilizing the transistor that they're not leaving zombie you know, services running that aren't being utilized. So I actually think-- >> So we got a program in assembly? (all laughing) >> (indistinct), would get really offended. >> Get machine language. I have to throw that in sorry. >> Maybe not that bad. (all laughing) >> That's funny, just a joke. But the question is what's my career path. What's a hot career in this area? Sustainability, AI totally see that. Anything else, any other career opportunities you see or hot jobs or hot areas to work on? >> Yeah, I mean, just really, I think it takes every architect, every engineer to think differently about their design, whether it's the design of a building or the design of a processor or a motherboard we have a whole low carbon architecture, you know, set of actions that are we're underway that will take to the ecosystem. So it could really span from any engineering discipline I think. But it's a mindset with which you approach that customer problem. >> John: That system thinking, yeah. >> Yeah sustainability designed in. Jen thanks so much for coming back in theCube, coming on theCube. It's great to have you. >> Thank you. >> All right. Dave Vellante for John Furrier, we're sustaining theCube. We're winding down day three, HPE Discover 2022. We'll be right back. (upbeat music)
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Brad Shapiro, HPE Financial Services | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to HPE. Discover 2022. My name is Dave Lanta. I'm here with my co-host John fur. John we've been watching the evolution of H HP to HPE. We've seen GreenLake when Antonio Neri, I called it. I called it burn the boats. He goes, no, no, no, it wasn't burn the boats. I said, well, okay, burn the bridges. But it was all in on as a service on, on GreenLake. And we're gonna talk about that. Brad Shapiro is here. He's the vice president and managing director of the enterprise business at HPE financial services. Brad. Good to see him. Good to see >>You as well. >>Yeah, you guys got it all started. When, when Antonio kinda laid down, the gauntlet said, this is where we're going. Let's make it happen now. Cause the first place he turned I would imagine is the financial services said, okay, how do we start this today? Can you help us? And they take us back to that >>And yeah, sure. So, you know, uh, yeah, HP financial services, um, it's kind of a foundational element cuz when you think about it, asset management is really what we're doing here. And I know asset management's a, a big word, right? And it can mean lots of things to, to different people. Um, in this context, uh, we started looking at how do customers manage assets over the life cycle and a lot of customers while they were interested in a consumption model and looking at GreenLake for their private cloud, they were certainly looking at public cloud for certain workloads and then maybe even traditional data center for other activities that, that they're running. So it's really that hybrid environment. Uh, but they were stuck going well, Hey, I'm in a CapEx model today. How do I get out of CapEx and really get into this hybrid model? >>And that's where asset management comes in. So one of the, the biggest initial focus is, and we continue to have that focus. We call it our accelerated migration offer and it's really us going in and acquiring the customer assets, moving it on the HPE balance sheet and then figuring out what are we gonna do with those assets, which are gonna stay in use under a consumption model, which are excess. And we can put through our, uh, asset up cycling process, we monetize the majority of that, put that back into reuse and then maybe a small amount gets recycled. So, so really focused on the assets and accelerating customers transition to GreenLake. Did you >>See, or are you seeing a difference between like Le traditional leasing customers who already have kind of on that model versus like what you just described as sort of the, the CapEx was more complicated, you gotta get, I presume procurement involved the legal issues and was there a lot less, was it less friction with the, the leasing customers? Well, >>You know, I, I look at leasing and financing, very similar to CapEx. It's, it's a much more traditional model versus this new as a service experience. Um, so if, if they were in a leasing model, we could convert those leases into GreenLake. I wouldn't say one was any more difficult than the other. Yeah. Um, they were both really traditional mindset, um, and not really looking at a consumption model. So I think we had our fair share of both. And I think we, we have and are able to address both customers moving in into a consumption >>Mode. Right. How does this tie into sustainability? Because you know, we have on one end of the spectrum, the, the high end sustainability, you know, the, the science and sure. And the behind it, tactically speaking companies still now want to operate in this kind of, there's a sustainable angle here. Yeah. Talk about that piece of it. How does that tie in obviously consumption versus CapEx you're building, you're not building, what, what does that thread through the sustainability angle? >>Yeah. So, so first let me just say sustainability is really important to our customers. Um, and, and we're seeing it all over and it is real. Um, the good thing is that you can get business value out of the solutions and have a more sustainable model. So when I think about, and I talk to customers about sustainability, uh, there's a number of fronts they're focused on one, their customers believe it's important, right? So, so they're focused on making sure they're driving sustainable models. Uh, I've seen an increasing number of customers, both commercial and public sector have sustainability requirements in their tenders, in their RFPs. And you have to be able to, to comply with those. Um, second, uh, they, they look at it and go, how do I attract talent? It's increasingly important for them to attract talent. And then really if you, because >>They wanna work for a mission driven company that's >>Sustainable. Absolutely. Absolutely. And, and the third area is investors. You know, the investment community is now looking at ESG and whole and you know, certainly environmental impacts, um, in where they're making an investment. So quick personal story, I was talking, uh, to a friend of mine who works for a hedge fund and he was telling me over the last year, they've hired a whole team. That's focused on just doing analysis of companies, ESG initiatives, determining where they're gonna invest their money. So it's, it's a wall street thing now. So this is real from a number of angles where, where sustainability has an impact. Now, how we play in that. Um, clearly when you go to a GreenLake consumption model, the idea is improving utilization of the asset. So driving higher utilization means you need less assets. You know, over time, the, the secret is we're gonna sell you less, right? >>You're gonna have less assets, but you're gonna have higher utilization. That's good for the environment where HPE Fs comes in is when those assets are done. We put those assets back into reuse. So we have a remark, we have remarketing facilities, one in, in Andover, mass, one in kin Scotland. And then we have 80 different facilities. We have partnerships around the world and our focus is how do we drive more reuse, 85% of the assets we get back, go into reuse. And when you look at servers and PCs and things like that, it's over 95% go into reuse. So a real focus on reuse is good for the environment as well. And then needless to say, the new technology that goes into a GreenLake deal, we're seeing like 30% energy savings coming, coming out of those environments. So all really good stuff related to it's >>Interesting. I mean, a couple points there is one is, you know, Benoff kind of got it all started pre pandemic. He was out talking about, you know, sustainability and ESG. And a lot of people were like, no way. It's all about bottom line profits. And so he was ahead of that. And I guess, you know, back to at least you were, oh, you were always in the residual value game, but now it's a little different, isn't it? Absolutely. It's, it's it's yes. You gotta figure out what the value of that asset's gonna be, but also there's a sustainability aspect of it as >>Well. Yeah, absolutely. And the, the pretty cool thing here is while you drive sustainability, we're also seeing customers that, that go into GreenLake. Um, we had a good example with Kern county, a 42% savings over their CapEx environment when they moved to GreenLake. So it was better for the environment and significant savings. So you can have kind of like have your cake and eat it too. You, you get better environmental, uh, impacts and you're getting better bottom line, uh, performance. >>It's a business case there too do. Now we kind of, I was talking upfront about the, the early days of GreenLake where, you know, they were, it was a financial model. Yeah. And now it's evolving to actually a technology model. We heard Alma with the platform. How has that, or has that changed the way that financial services your >>Group >>Yeah. Approaches the, the, the market. >>Yeah. So, um, yeah, that's a great point. You know, when people talk about GreenLake, they think about the old days. And, and look, I've been around a while. I remember the flex capacity, right? Yeah, of course this isn't flex capacity. I mean, the platform's amazing and it really starts to bring to life the whole thought, when we talk about hybrid, right, there are workloads sure. They might belong best in the public cloud. Right. There, there are workloads that belong best in the private cloud, under the HPE GreenLake model. And there are still workloads that customers may say, Hey, look, I've got legacy applications. I'm gonna continue to run them in a traditional data center. And so from an H P E Fs perspective, you know, we look at this, not as a leasing and financing company, we're looking at this on how do we leverage the customer's existing assets? >>How do we create incremental budget using those existing assets? And then what kind of model best serves that workload? And then how do you optimize the capacity and the spend on that? So, you know, an interesting note in the past year, we put 500 million back into customer budgets by just leveraging their existing it estate. And, and it does, it's not all HPE product, you know, we're, we're, we're monetizing third party products in the data center, in the network, in the workplace. So we can really look at, we call it any tech any time, anywhere we look at all the technology and really assess what's the best way to leverage that investment. Yeah. And, and get the most out of >>It. Yeah. I mean, it's really evolved from just recycling assets for profit, but integrating the business model into the value proposition, the core value proposition in GreenLake. That's great innovation. Um, and, and congratulations on that. Sure. My, my question for you is more kind of zooming out at the market. Mm-hmm <affirmative>, from your perspective in financial services at HPE, what has the pandemic proven to you guys? How has it changed? How you guys work and how has it changed the customer environment? Cuz you mentioned assets. I think real estate. Oh no. One's going back to work. Yeah, no one's been in the office. How has the market changed with hybrids as a steady state now coming outta the pandemic? What are customers doing with the assets? What are some of the trends that you're seeing in the customer base? >>Yeah. So, so look, I'll give you my personal perspective of what I think about as a business leader. And when I talk to customers, I think we're all thinking about the same thing. So I start with experience, what experience do I wanna create for my customers and very closely linked to that, my colleagues, right? So it, the, the people working in our organization, what experience am I creating for them? So they can in turn, create that experience for partners and customers externally. So experience is one thing. The second is innovation, right? We spend a lot of time thinking about what's next? Where do we want to go? What's the innovation and more and more that innovation is all digital, right? So digital transformation is huge within my organization. And it's huge within all of our customers. Dave, I think the last time we talked, I was in my living room on a little laptop screen and zoom and, and I think I use the analogy E every business is now a digital business, even my pizza shop in jerseys. >>Yeah. Right. I mean, everything was online curbside pickup. So what I'm finding is the, the trends in terms of how to leverage technology is how do you create that customer experience? And then how does digital now blend as we're coming out of the pandemic? And, and you're, you know, now able to go into restaurants and stores, how do you blend digital with that in person experience and maybe leverage the best of both. Right. And, and how do you do that in a seamless way to really give customers choice and give them that smooth, seamless experience. So that, that's what I see happening. And you know, what we are trying to do with our asset management plays with the financial modeling we do is how do we get more of that spend going to innovation versus maintenance. And, and that's a big key because, you know, you have to be fast. So I talk about innovation. I talk about customer experience, speed to market. I mean, you know, and the bar keeps getting higher, right? It's like, as soon as you think you're fast, you're slow. We, because you have to keep, it all keeps rolling. >>We heard yesterday on the cube from, uh, one of the HP point, next executives said, you gotta perform and transform >>At the >>Same time at the same time. And you gotta know where the people are gonna land. Absolutely. And how the assets are gonna be distributed. >>And to your point, Brad, you know, from our virtual interview, you're so right. I mean, every business has to be a digital business. And you know, my, my personal story, John, you know, my brother Richie was the executive chef at legal seafood. Right. Pandemic. So then that was a, a place you wanted to go to that restaurant, famous restaurant in Boston when they reopened, they weren't ready. Right. They didn't have the digital story together. They ended up having to, we were just at Smith and Linsky, they ended up selling to Smith and Wilensky's oh, and you, you drive around, you see a lot of these retail businesses is shut down. Yeah. Right. And so, okay. So we're, they weren't able to get through that, you know, cross that chasm in digital transformation. Yeah. A lot of businesses were able to and make it a tailwind. >>Yeah. And, and look, the other thing I think all businesses are focused on right now, uh, with the labor market is talent. And, and so when you think about all of these things tying together, you want to drive, uh, you know, innovation. You want to drive your digital transformation. You wanna make that environmentally sustainable. And, and I think all of that, if you start putting all that together, those are the companies that are gonna attract the talent in the marketplace. And, and really there there's a battle for talent and >>You wanna make it profitable. Uh, Brad bureau. Thanks so much for you. Great to see you face to face. >>Yeah. Likewise. Thanks. Thanks. >>All right. Keep it right there, John. And I will be back. We're wrapping up day three of HPE, discover 2022. You're watching the cube.
SUMMARY :
I called it burn the boats. Yeah, you guys got it all started. it's kind of a foundational element cuz when you think about it, asset management is moving it on the HPE balance sheet and then figuring out what are we gonna do And I think we, we have and the, the high end sustainability, you know, the, the science and sure. And you have to be able to, to comply with those. So driving higher utilization means you need less assets. And when you look at servers and PCs and things like that, it's over 95% And I guess, you know, And the, the pretty cool thing here is while you drive sustainability, the early days of GreenLake where, you know, they were, it was a financial model. P E Fs perspective, you know, we look at this, not as a leasing and financing And then how do you and how has it changed the customer environment? And when I talk to customers, I think we're all thinking about the same thing. And you know, what we are trying to do with our asset And you gotta know where the people are gonna land. And you know, my, my personal story, John, you know, my brother Richie was the And, and so when you think about all of these things Great to see you face to face. Thanks. And I will be back.
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Anant Adya & Saju Sankarankutty, Infosys | HPE Discover 2022
>>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.
SUMMARY :
Brought to you by H P E. Sankaran Kutty is the CEO and vice president of What are the trends that you're seeing now that we're And the third is, how can you better the experience for your customers? the fact that, for example, you know, the to see the consumer businesses sort of tanking right now. I mean, if you look at the headwinds here, What are you guys seeing as the pattern of companies that came out of the pandemic with growth? So I would say that you know, there is pretty much, 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. So if you if you look at it, um, right from the way we can't socialise And security is gonna be embedded in everything. You know, we call it a secure by design And that's something What? What is the cobalt go to So that's the second pillar of our global go to market. around that that actually might be in the cloud or cloud Native on Prem and Greenway. So if you go to a bank How are you guys leveraging the H, P E and new Green Lake and all the new stuff they That's that's Those are the three things, what we do along with Look, working with companies like you because Thank you very much. Thank you for watching John and I will be back.
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Ricky Cooper, VMware & Rocco Lavista, HPE | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE, >>Where back you watching the Cube's coverage. HPE discover 2022. This is day three, Dave Valante with John furrier. Ricky Cooper is here. He is the vice president slash newly minted SP we're gonna talk about that of global and transformational partners at VMware and rock LA Vista. Who's the vice president of worldwide GreenLake cloud services at the transformation, the transformational partner of Hewlett Packard enterprise guys. Welcome to the program. Thanks for coming >>On. Thank you. Thank you very much. Thank >>You. So really interesting title and you've got a new role. Yeah. Right. Explain that. >>Well, I'm the interim SVP for the channel and for the commercial business at VMware, I also have the global, my existing role is global and transformational partners. So that's our, you know, our largest OEMs and also the transformational partners, which is more the, you know, the, the reseller stroke, um, services element of our business. >>I remember in, uh, John and I started the cube in 2010. Yeah. And the second show we did, third show actually was wasm world 2010. >>And Ritz was the CEO at the time, huge >>Booth. It was amazing. And, and HP at the time was all over, you know, of, of the cube and of course, world, and you guys have been partners for a long, long time Roco. So maybe give us a little bit >>Of the history AB absolutely. So for 20 years, H P H P has been partnered with VMware in delivering virtualization technology and solutions to our customer base. And while that partnership is strong, and I remember some of the market share numbers were like 45% of VMware software stack is running on HPE servers and technology. I think about how that's evolved, right? Like strong history, strong partnership. And when I say strong, I'm not talking about marketing fluff, I'm not talking about slideware. I'm talking about at a ground level that the account teams get together and talk about what those customers that they're working with. They get together and figure out what outcome they're trying to solve for. And we bring that technology together. Now, layering GreenLake GreenLake is taking at the heart of what VMware does with their software stack, combining it with our infrastructure solutions and providing IAS, PAs and CAS capabilities to our customers at the edge in their core, whether it's a data center or, um, colo, as well as providing the common operating model into public cloud. And so we embrace, and the partnership is only getting stronger because of what VMware does with us now with GreenLake, which is everything, what HPE is >>About that is well, well said, I gotta say, I gotta say that was purposely. That was really crisp and, and not to kind of go back and look at the history of the cube, but we've been covering both of you guys. Mm-hmm, <affirmative> deeply been watching the transformation of both companies. It's so clear that VMware is so deep in the operational side of it. Yeah. It's been one of the hallmarks of VMware mm-hmm <affirmative>, uh, vSphere, um, all that technology. You guys have been powering with the hardware now, GreenLake, we had a demo yesterday with the storage team, they're provisioning, storage, Amazon storage, and on premise and edge. So we see VMware as a massive service layer in this new model. Very key. How deep, uh, is it going now with the GreenLake? Can you share what's different with the relationship, I get the account deep account partner sharing, but now that green Lake's out there, you have an ecosystem. VMware has an ecosystem. Absolutely. A big one. Yeah. You know, so take >>This and is really where we're looking to improve things. So let me, let me start by saying, we've just been voted the 20, 20, uh, partner of the year, uh, here with HPE this week. And that news is out there and, uh, was issued a couple of days ago, which is fantastic for the two companies and shows the direction where we are now and where we're looking to go forward. I think there's a lot of work to be done behind the scenes. As we emerge as an independent company, there's a lot of work to be done behind the scenes on how we look at our broader ecosystem and certainly our largest OEMs of which, you know, HPE, as Roco said, 20 years of great partnership there, the next stage is how do we really get the teams equipped and plug into GreenLake? Um, you know, we've had a relationship very well known with Dell for the last, you know, for the last five years, we've grown that business at an amazing rate. We've got a whole bunch of personnel still working on, on those areas. We're in a position now where we can sort of redeploy some of those, um, over some of the headcount to really drive our mission here with our other partners. And certainly with HPE, >>Well, the integration piece that you guys have co co-engineering on that's well documented. Yeah. But with the ecosystem specifically, this is a net new thing for GreenLake and frankly, us analysts. And we had IDC on yesterday. We're looking at that as a benchmark, we're gonna be measuring GreenLake success by how well the ecosystem is so correct. Welcome to the party, VMware and HPE. That is it. You didn't have to have that big ecosystem cuz you had the channel, your HP had a strong channel mm-hmm <affirmative> but now it's an ecosystem game. Talk about that. >>Customers have that expectation, right? And if you think about what we've built, we've got an ecosystem we re we, um, announced Mar the marketplace for GreenLake right now, VMware has their own marketplace, but by standardizing on their technology in our private cloud enterprise, which was also announced here at discover, which is deeply rooted with VMware technology in it, we now are able to take advantage of their marketplace. Plus all the others that we're bringing into GreenLake and effectively solve for the customer's most complex business problems. Because if you want to be successful, you have to think that the world is open and hybrid. And that means partnerships with everybody mm-hmm <affirmative> you can't think I won't partner because they're a competitor or they may have a product that competes with me. It starts and ends with what the customer wants and needs and solving for that business objective. That means partnering well. >>Well you guys have, you know, they're they own the operator it ops. Yeah. I would say ops op side, clearly mm-hmm <affirmative>. And with the cloud native momentum that VMware has and what you guys have been doing, I just see a nice fit there. What are some of the customers say? I mean, what's some of the, what's the, what's the market telling you with GreenLake and VMware? What's the number one thing people love? Well, >>Just, just look at GreenLake at its core. And the very simplistic pays your grow model, right? The hardware doesn't grow without software. You don't scale the hardware or scale it back without software. And so what are we doing in within GreenLake? We're taking the VMware stack and we're scaling it with the hardware up and down for customers. They no longer have to worry about the balancing act between how much infrastructure I have to buy. How much software do I have to marry up to it? Are they outta sync? Right? We're solving that together for our customers. That's what they want at, at a very simplistic view, right? Then they say, Hey, give me the life cycle management of this platform, right? I don't wanna have to spend it cost operations, have employees dealing with very rudimentary life cycle management and the toil that it comes with. That's a big cost element when customers are creating snowflakes, mm-hmm <affirmative> in their it operations, they're adding cost. And what we're doing through this partnership, what we're doing with private cloud enterprise is eliminating that toil and, and helping optimize that operating mind >>You're simplifying. Oh, absolutely. >>So I wanna standardizing there a little bit as well. Right? So that, that's a, a great point and BRCA has made several there, but the next stage for us and what we've been talking about a lot this week is how do we sort of standardize what are the three or four things that customers are gonna recognize this partnership for? You know, be that, um, anywhere workspace be that multi-cloud, what are the three or four things that we can say, Hey, these two companies together are fantastic. And how do you then security get up and yeah. Security, security. Yeah. How do you then get that up and running in a green lake environment, but also on the back end, ensure that your operations are seamless and it's a great customer experience. >>So Ricky, that and Roco, I want to, uh, rewind two clicks back in the context of standards in the partner conversation, the ecosystem conversation, are you at a point where you can cuz you're basically saying you can cross pollinate the ecosystems and the partnerships. Yeah. But you got different, you know, business practices, different legal contracts and so forth. Are you able to create standardization at that layer within the partners beyond just YouTube within your respective ecosystems? Is that it sounds like that's a really difficult challenge, but it could deliver customer benefit in terms of reducing >>Friction. Absolutely. It does. And that's what we've gotta work towards. So right now operation wise, contract wise, that's exactly what we're here working through. It's not easy, but the teams are all fully behind it and that's the Nirvana for us is to be in that >>Position. Well, and, and what I really like where we are in this partnership at, in a point in time, VMware is spun off from Dell. If there's any confusion by our customer base, that VMware is going to not only work with us as they've done traditionally, but maybe get closer and not worry about this standardization, this approach, this ecosystem of players. I mean, you know, Ricky and I talked about this, like this only gets better. Yeah. Because of that. >>Yeah. The market dynamics are your friend right now. I think, yeah. That's definitely the case and the history is key, but the technical trends that we had an earlier panel on here, uh, with the technologists coming together, mm-hmm, <affirmative>, there's big changes happening. The edge is exploding rapidly accelerating with machine learning. You're seeing it ops turn into ML ops mm-hmm <affirmative>, you're starting to see the edged industrial edge explode, um, even into space. So like you have technology shifts. Yeah. And IDC pointed out that the B2B growth trends, even it spend, you want even call it, it spend or cloud spend or cloud ops is still up to the right. Yeah. Even during recession. >>And that is where all the opportunity is. So, you know, not just focusing on what we do today, let's think outside the box, we're doing some great things together, you know, in the, in the AI space and we've Invidia and between the two teams, some amazing things are happening and we've just gotta continue that. But focus is gonna be essential in the early stages to make sure you've got two or three things built out very well. And then the rest of the business that's already happening out there between the two companies is a bit more programmatic. >>Yeah. It's interesting. The V the VMware relationship with the hyperscale. I know we've covered, uh, the AWS announcement like six years ago. I forget what it was, Dave, four 60 years. Ragoo was there with Andy Ja, pat Gelsinger and, and, uh, all the top dogs there, but that's just Amazon. It's still the VMware instances on the cloud there. Yeah. The customers we're hearing here at GreenLake is that they want the single pain in cloud hate. They use that term. It's kind of an old term. That's kind of what we're seeing. They >>Still want it because nobody's giving it to 'em. >>So this, and then outpost, which is launched four years ago, kind of not working well for Amazon because EKS and open standards and, and other hardware platforms, which is essentially hardware mm-hmm <affirmative>, which is not Amazon's game. And they're, although they do great hardware in the cloud, but they're not, they're not hardware people >>Wait. So you're talking about like the public cloud guys trying to get into the edge, but look, the world is hybrid in no point, in instance, in time, do I ever believe that Azure will be able to control AWS nor GCP versus place versa? Right? And then this idea that you can go from the outside in is interesting, but where data's created, where the applications are, where the digital and the analog world meet as at the edge and for our customers, they're creating transactions and data at the edge. Mm-hmm, <affirmative>, that's where the control plane should start not in the public. And so, given that, and working with VMware, we're able to say where the data lives, where the application is sitting, where the digital transformation is happening. It's from the inside out that you provide a standard operating model across all your clouds, right? They're never gonna be able to give that to you unless you're a hundred percent in their cloud, including what they do at the edge. What we're doing with GreenLake is saying, we're giving you that edge to colo, to core data center, to public cloud operating model, that you're not having multiple snowflakes of an operating model for each one of those clouds. And VMware is at the core of that. >>And it's a global model. And Ricky, I'm guessing from your, what I would call an accent that you weren't born in America. Correct. I know where this Yankee fan was. >>Yeah. >>That's a >>Don't pin Yankee fan on the >>That's fan. Yeah. Okay. So despite 1986 we'll >>So >>I wanted to ask if, how you're able to take these standards overseas. Um, and because of course, you know, you know, well, John, as do I, different countries of different, different projects, governance issues, are you able to take this to make this a global? >>Absolutely. And, and the work I was talking about within Nvidia and HP is a great example because we've gone the other way. It's coming from Asia, where we've set up some best practice in the work that they're doing there, and it's coming across into Europe and coming across into the us. So it's all about finding, you know, finding the right solutions that we were talking about earlier. What's going to work, building out, investing that's something. I think that we we've missed a trick on, you know, through, through the past sort of four or five years, VMware really leaning in and really holding a hand here of HPE. The team were a huge team, turned up to the, to, to this event from all over the world. They're here demonstrating exactly what you're talking about, the standards with Nvidia, that message. And then you take that and make sure that it's not a snowflake just happening in Asia. You're bringing it across the world and, and you're getting the, you know, the impetus and the, uh, push behind that. >>You say, snowflake, I think of snowflake. We just covered their event too. Yeah. Yeah. Not snowflake and snowflake. Um, um, but final question as we wrap up, um, we got world converted to now called VMware Explorer. Yeah. So we're gonna be there again on the floor, two sets with the cube, um, that's changing. What can we expect to see from the relationship? What's the scorecard gonna look like? What, what's the metrics you guys are measuring yourselves on and what can customers expect from the HPE, um, VMware next level relationship partnership? >>Uh, for me, it's very simple. We measure our success based on the customer response. Are we solving for what they want us to be solving for? And that will prove itself out in how we're solutioning for them, the feedback that they give us and this discover event in terms of what we've released, the announcements between private cloud enterprise, the marketplace, um, what we're doing with this relationship since the Dell spinoff, the feedback has been amazing. Amazing, great. And I am thankful, thankful for the partnership. >>Awesome. Wrap way to bring us home Rocko. Thank you for that. And thank you, Ricky, for coming on the great, great >>Job you guys been great. Thank you. Thank you. >>Thanks very much. All right. And thank you for watching this, Dave Valante for John furrier day three of HPE, discover 2022. You're watching the cube, the leader in live enterprise and emerging tech coverage. We'll be right back.
SUMMARY :
He is the vice president slash newly Thank you very much. Yeah. So that's our, you know, our largest OEMs and also the transformational partners, And the second show we did, you know, of, of the cube and of course, world, and you guys have been partners the heart of what VMware does with their software stack, combining it with but now that green Lake's out there, you have an ecosystem. with Dell for the last, you know, for the last five years, we've grown that business at an amazing rate. Well, the integration piece that you guys have co co-engineering on that's well documented. And if you think about what we've built, we've got an what you guys have been doing, I just see a nice fit there. We're taking the VMware stack and we're scaling it with the hardware up and down for customers. You're simplifying. And how do you then security get the partner conversation, the ecosystem conversation, are you at a point where you can cuz you're basically And that's what we've gotta work towards. I mean, you know, that the B2B growth trends, even it spend, you want even call it, it spend or cloud spend let's think outside the box, we're doing some great things together, you know, in the, in the AI space and we've Invidia The V the VMware relationship with the hyperscale. And they're, although they do great hardware in the cloud, but they're not, they're not hardware people It's from the inside out that you provide a standard operating model across you weren't born in America. and because of course, you know, you know, well, John, as do I, different countries of different, I think that we we've missed a trick on, you know, So we're gonna be there again on the floor, two sets with the cube, the marketplace, um, what we're doing with this relationship since the Dell spinoff, Thank you for that. Job you guys been great. And thank you for watching this, Dave Valante for John furrier day three of HPE,
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Dave McGraw, VMware & Scott Wiest, HPE | HPE Discover 2022
>>The >>Cube presents HPE discover 2022 brought to you by >>HPE. Hi everybody. Welcome back to day three, the Cube's continuous coverage wall to wall coverage of HPE. Discover 2022. My name is Dave Lanta. I'm here with John furrier. Dave McGraw is here. He's the vice president in the office of the CTO at VMware. And he's joined by Scott. We, the vice president and CTO of global sales for Hewlett Packard enterprise. And we're gonna talk tech, we're gonna talk integration. Co-creation gens. Welcome to the cube. >>Thank you so much, >>Scott, let me, let me ask you a question on the Scott side on the HP, we had the sales executives on the leaders on the sales side. You're on the CTO side with customers. You're in the front lines with customers green. Lake's got traction. I got this 1600 plus customers, 70 services we heard. And just the beginning, when you're out front of customers, you've got the old HPE now the new HPE kind of developing, what are they talking to you guys about? Cause now you have this cloud layer. I call it cloud operations, architecture shift. Yeah. What is the main conversation that you're involved in? >>I think it's driven by fundamentally that customers want to consume differently, right there workloads are ever evolving. You guys have evolved to meet those and since their consumption methods have changed on how they want and right. A lot of it's agility and, and speed of business right. Has, has dramatically shifted. So I think you'll see HPE GreenLake, you know, obviously as the cloud that comes to you, try to meet the problem where the cloud experience is needed. And I think that's the fundamental shift we've seen. I spent a lot of time with customers here at this conference. And as we've moved from cloud first to cloud smart to cloud everywhere, we're sitting in the intersection of cloud ever and delivering the experience together. And I think that's the heart of most of the conversations that are going on. >>Well, VMware, you guys are on, on a cloud. You guys shifted up with the cloud play. That's accelerated the VMware proposition. Now we have yesterday, we were talking to the city, the storage folks, they're provisioning single pane of glass or storage to customers. And whether they wanna pipe it to S3 or develop at the edge, doesn't matter. It's one console. Yeah. That's brand new. That's shipping. >>Yeah. And you know, a lot of it's driven too. I think the days of trap silos of resources that support one line of business are over. So we're talking about cloud agility everywhere, right. And to be able to embrace the cloud in all the locations. Right. And you kind of see folks move beyond just like there's the cloud, it's everywhere. It's the cloud. And so things like storage and fundamental compute and fundamental network operations that we're working on together, I think are where the customers expect us to be. We no longer can just show up. We have to show up and solve and solve before their needs. And I think that's a unique shift in the experience that's going >>On. So when you go back to, you know, Antonio four years ago now said, okay, we're all in. Yeah. On as a service. And so when you do that, you say, okay, we're gonna, we have services. They're gonna help do that. We have financial models that we can take to market immediately. So let's start there. And I would imagine take, so take us back. That's the point at which, you know, you're, you got email, phone ring, whatever let's integrate from an engineering standpoint go yeah. You know, as fast as you can. So what did that mean in terms of an engineer from an engineering perspective between HPE and, and VMware take us through that progression. >>Yeah. No, thanks for the question in your spot on it started with flexible financing models around metered usage. That was sort of the need at the time to now the expectation of engineered integrated solutions where customers don't wanna be in the system integration business anymore. And that requires engineering right. Requires deep innovation partnership to evolve to where the customer's headed, like before they've thought about it. And you'll see, you know, what we've done with vCloud foundation together and the integration within the HP GreenLake ecosystem, what we're doing with unified hybrid cloud views of what's going on, I think requires deep innovation things we're doing with other projects that we're gonna talk about today. Like Monterey capital thunder, our deep integrative innovation projects, where we've got together to try to solve a big problem cross industry that our customers are expecting us to do. And I think that speaks to the spirit of our long partnership together too. It's a business partnership. Of course it's a customer partnership to solve, but it's an innovation partnership. >>I gotta, I gotta ask about the, um, hybrid, obviously hybrids, the steady state. We're all seeing that now multi-cloud is being kicked around, but it's not, multi-cloud in the sense of workload portability so much. It's more of hybrid stitched together. Um, but it's coming fast with a data plane and yeah. The fabric and control planes. Uh, VMware, you guys are talking heavy about cross cloud or multicloud. Absolutely. So this is now brings up the old school interoperability question, right? So GreenLake sits here on premise. You guys have the edge, you get public cloud together. Where's the cross cloud come in. Where are customers doing when they think about cross cloud or, or multicloud? What is that conversation? Is it, Hey, I got Azure cause I got office and teams and I got Amazon over here and I got my on premise edge. Are they moving towards just being agnostic on cloud or is what's the environment? What, what are you crossing in the cloud? What does that mean across the cloud? Can >>You, I mean, from, from our perspective at VMware on premises, it's VMware cloud foundation, having that available, it's a VMware cloud instance, full STD STDC stack, uh, that is interoperable with our VMware cloud instances at the hyperscalers. And so for us, it's really about putting the management and control planes around that so that customers can easily determine where they wanna place workloads and when they need to burst, they need to scale up scale down. They have the flexibility and we wanna make sure all of these capabilities are available with HPE >>Going forward. What's interesting is that, you know, with, with GreenLake, what I like about what I'm seeing is is that, um, the leveling up of the cloud operation model, it's always been DevOps. We've always saw dev stack ops, clearly being operationally with cloud now on premise and edge with public cloud, it's full end to end operational cloud. If you wanna call it that, what is a key technical issue the customers need to do to get that in place? Is it to be DevOps, is that have cloud native applications, um, what kind of managed services, what's the makeup of that operating model for cloud look like? >>Yeah. I think if you talk to any enterprise commercial account, a top account, they'll they'll, if you, they think about how they run their functions, right. And you got, and you spoke to one of them, you have it ops at the bottom, it's a layer cake, right? You have it ops, everybody's deeply looking for AI ops that can remediate and orchestrate and you guys are on that journey as we are, as you move up to devs and dev SecOps, cuz security's critical, you got financial ops cuz we know economic value matters all the way clear up to cloud ops and Mo ops. What we're talking about is building hybrid operating model cause hybrid, it is simplified it where you're out of the stack, we're doing that together as partners and hybrid cloud is multiple consumption methods, but an operating model is encompass encompassing, cyber resiliency, compliance, economic, operational control. >>That's what we're built and edges in there as well. Right? Folks is, and it's not OT and it touching that's happening too, as we build edge tax, but folks need a simplified way. And as you saw in a lot of announcements here, our job was to bridge the cloud locations, right? So the customer didn't have to back to the portability statement you made, we announced a lot here that will allow you to float back and forth. So you have choice, choice and control control is the me is what every customer wants and they want the right workload at the right place at the right time at the right economic with the right capability. So I think that's in our mission together. Right? So, and >>A big part of engineering obviously is, is futures and roadmap. Yeah. Thought you mentioned Monterey cap thunder, you know, Monterey's kind of the smart Nick. One of the mega trends in the industry is Silicon diversity that handle all these new workloads to help with the edge. You know, capital is like the VSAN of memory as I, I would describe it. It obviously fits in there as well. So talk a little bit about the engineering roadmap, whatever you can share with us and how you guys are working together on that. Yeah. >>Yeah. I mean, those are three key projects for us. So there's constant interaction and integration with the HPE engineering team and the VMware team to make sure we bring those solutions to market with full capability. And for us, ultimately it's taking that technology and having it available in a VMware cloud context so that customers can have a, a consistent experience on premises running VMware cloud running with HPE GreenLake and then two are various VMware cloud suppliers around the world. And it's not just the hyperscalers, right? There's thousands of VMware cloud, uh, you know, partners that we work with manage service providers across the board. So it's, it's a very significant network of cloud. And you know, being consistent allows for mobility of workloads allows for consistency and skill sets for it operators as well. Mm-hmm >><affirmative> yeah. I wanna get into that, um, manage service trend around skill sets, but yeah, I have a, the number one thing that we've got in our, my notes here on multi-cloud challenges and I wanna get your reaction to it real quick, inconsistent infrastructure, API database network, and security constructs are different by cloud. How do you guys view that? And when you go to customers and they say, well, I got APIs that are different. I got different security constructs. What do I do? What does that, how do you answer that, that, that, that objection. >>Well, it's, it's a great call out cuz it is still the ongoing challenge, right? To gets to some of the portability, some of unified model and how they treat resources and consumption. Right? And so we're, we've all gotten together as an industry. You'll see purposely that the hyperscalers are all here at, at the conference, right? We're working on deep integration with all of our partners to make sure the customer doesn't have to. And I think it does extend to the different security models are troubling for customers. We're all working hard on unified security models as well. It's not just a developer saying, I like this set of APIs anymore, right? Or this framework customers need to run tier zero tier one, tier three applications when it really comes down to it and we need to create that unified model together. So, and I think that's really what the, the spirit or the embodiment of hybrid really is. >>When you talk to any customer, who's running a big operation, they're running in that model, right? They're not just doing cool. They want operationally simplicity. And I think you'll see these, these things we're engineering together are going after some of the hard problems, applications are hungry or all the time customers need more and more resources. And I think we would all agree. We've spent a lot of time in industry together when we're all working on sort of systems of record. What I call the shift ride effect is happening. Now we're in systems of interaction and systems of engagement out at the edge. That's the creation point of data. We need to be able to have that unified model all the way through the data path for the customer so they can monetize business value. >>And the data model is coming together. That's right. Where all three of those types of work that's right. There's two iconic names. And the other thing is that their trusted names and you're right, you're solving some of those hard problems making it simpler, but also you people trust that if something goes wrong, you're gonna be able to recover. So guys. >>Yeah. And I, and I'll tell you on the security front, you know, we've worked closely together here. If you look at, you know, VMware strategy of intrinsic security, it's really around going back to the development of our products, making sure there's a secure bill of materials, working with these guys on route of trust. Right? Making sure there's a full stack, uh, solution for our customers. Ultimately >>That's a whole nother cube segment that's bombs and shifting left and supply chain. Absolutely >>Shifting game. Absolutely. Right. Shifting >>Lift we're >>Shifting. Right guys. Awesome story. Congrats on the collaboration. Really appreciate your time in the cube. Thank you so >>Much. Thank you so >>Much. All right. You're very welcome. Okay, John and I will be back right after this short break. You're watching the Cube's coverage of HPE discover 2022 from Las Vegas, right back.
SUMMARY :
And we're gonna talk tech, we're gonna talk integration. And just the beginning, when you're out front of customers, you've got the old HPE now the new HPE And I think that's the fundamental shift we've seen. Well, VMware, you guys are on, on a cloud. And you kind of see folks That's the point at which, you know, you're, you got email, phone ring, And I think that speaks to the spirit of our long partnership together You guys have the edge, you get public cloud together. They have the flexibility and we wanna make sure all of these capabilities What's interesting is that, you know, with, with GreenLake, what I like about what I'm seeing is is that, And you got, and you spoke to one of them, you have it ops at the bottom, So the customer didn't have to back to the portability statement you made, we announced a lot here you know, Monterey's kind of the smart Nick. And you know, And when you go to customers and they say, And I think it does extend to the different security models are troubling And I think we would all agree. And the other thing is that their trusted names and you're right, you're solving some of those hard problems making it you know, VMware strategy of intrinsic security, it's really around going back to the development That's a whole nother cube segment that's bombs and shifting left and supply chain. Thank you so Okay, John and I will be back right after this short break.
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Alexia Clements, HPE | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Hello, everybody. Welcome to day three of the Cube's coverage of HPE discover 2022 we're live from Las Vegas and the Venetian convention center. This is I, I counted him up. I think this is the 14th HP HP slash HPE. Discover that we've done really excited to welcome in Alexia Clements. She's the vice president of go to market for HPE GreenLake cloud services. That's all the rage everybody's talking about. Green, all the wood behind the arrow, as the saying goes, welcome to the queue. Good to see >>You. Thank you so much for having me thrilled to be here. >>You walk up Janet Jackson last night, >>Epic. Wow. She killed it. She was awesome. >>I thought the band was super tight, but the other thing was the place was >>Packed. It was >>Nice. You know, what happens is a lot of time they put the band in the getaway day, you know, and nobody stays, but wow, the, the hall was jammed. >>It was great. It was, you could feel the momentum and the excitement. And it was just a great way to, to kind of end the, the HP discover. So it was great. >>Yeah. I mean, I, I mentioned that we've been to a lot of HP slash HPE discovers and, and this one was different in the sense that I think first of all, 8,000 people, yep. People are excited to get back together, but I think, you know, HPE has a spring in its step and the customers are kind of interested. It's much more focused than some of the past HPE discoverers, which was kind of hard to get my hands around. Sometimes the business was sort of an Antonio's pulled that together. So what's changed since the last time we were face to face. >>We're transforming and hope you all saw that on the, on the floor here. So, um, we're absolutely trans going through a transformation and, you know, I, I think we're, you know, we're shifting to an edge to cloud platform company. And with that, it's, it's how we approach our customers differently and our partners and, you know, we're hoping that, uh, we showed this week and that, that we're different and we're transforming. >>So how do you spend your time Mo mostly in front of customers having conversations about what, what their needs are and aligning is that right? >>Yeah. So, um, I, I lead the, the go to market for GreenLake. So that's everything around how we're driving our as a service go to market strategy, how we're driving programs, enablement, how we're really in the end, how we're executing on that as a service strategy from a sales perspective. >>So what do you hear? Of course, a lot of that involves partners. Yep. Right. I mean, that's kind of the route to market. Absolutely. The HPE prefers for obvious reasons, although others don't necessarily share that, but, but, so what are you hearing from the partner ecosystem and the customers that their biggest challenges are now that we're entering the let's call it the post isolation economy? <laugh> >>Yeah. I mean, the reality is, is digital transformations are hard and I think some customers, um, who haven't necessarily moved forward on it or, you know, maybe they move forward and they're realizing, Hey, I'm stuck and I'm not, I'm not getting to where I wanna be and really, you know, driving that end state. So, I mean, I, I would just say overall, I think things are like, customers are, are struggling if they didn't, you know, they're falling behind a little bit. And I think through the conversations that we're having and through HP green, like it gives customers choice. And so really, um, I mean, what, you know, I spend my time with, and, and when we're talking to customers and partners, it's about helping customers on that digital transformation journey and understanding what are they trying to drive? What business outcomes are they trying to drive and how we can help them get there. So >>I, I often call it the force March to digital yep. With the pandemic. Um, and, and I, I was looking at a survey recently, I think it was put on by couch base. And it was probably on a thousand respondents and it was a CIO survey and they asked who's, who's responsible for the digital transformation at the organization and overwhelmingly it was the it organization. And I said, uhoh, that's the problem now. But it made sense to me because when the economy shut down, everybody went to it and said help, right. Make this work somehow. Right. But, but what, that doesn't seem to me to be the right prescription for a successful digital transformation. Do you agree with that? And what do you see as a successful template for DX? >>Well, I think what, what we see is that really the lines of business are desperate to move fast and they're really looking for their it partners to help them in that journey and, and, and drive, you know, whether it be, you know, drive them, you know, drive orders, drive, you know, they need it to help them in that journey. And so really it's gotta be a partnership between the two organizations. And what we're trying to do with HP GreenLake is kind of abstract that almost. So, Hey, we're gonna give it to you in an, as a service and you're gonna get all of these components. And all you have to think about is where do I need to grow and what are the outcomes that I'm looking for? So that's what it's gotta be. There's gotta be tight alignment, I think between the lines of business and it, and sometimes those two don't know how to talk to each other. >>Mm-hmm <affirmative> so that's another way of, of really trying to speak to the business leaders and say, what are you trying to do? Where do you need to go? And what do you need to get? And, and a lot of times they don't even know what they need to get there. So that's where we need to have those different conversations with our customers to, and that's where we look for our partners to help us in that. So really having those different conversations to progress, um, what, you know, what customers are really looking to, to drive, >>How, how does GreenLake specifically accelerate that transformation? Where does it fit? Maybe you can kind of take us through, you know, a, a generic example of how that works. >>Yeah. I mean, a great example is, you know, especially with the pandemic is desktop, Hey, you now need to, you know, everybody's working from different locations. So, you know, desktop as a service VDI as a service, and, you know, you're putting it in a, you know, per whatever, you know, per you can, whatever variable pricing you want, but think about it, you have that one pay as you go. And so the it organization, all they have to think about is that's my, you know, per, per unit price there. So that's a great example of how we saw, like, especially during the pandemic, that was something that was, you know, a huge area of focus organizations. What's >>The spectrum that you see in terms of, you know, the maturity model, if you will, a digital transformation. I mean, if you weren't in a digital business during the pandemic, you were pretty much out of business. Yeah. And with very few exceptions. Um, and so, okay. So on the one end, you have folks that sort of were forced into it. You, my forced March scenario, others were actually moving quite a bit along before the pandemic, others were kind of given at lip service and maybe doing a few projects. What do you see as that spectrum? >>I think if you're not transforming, you're falling behind. And so everybody needs to be, you know, looking to the future and understanding, you know, really trying to get aggressive on that. And that's what we're seeing. We're seeing companies who, you know, aren't moving fast on that or falling behind. >>Do you see a bifurcation? I'm sure you do those that say, yeah, I want as a service and others that say, look, I I'm really well capitalized. I'm gonna gimme the, gimme the CapEx. I'm gonna put it in and run it myself. And is there a relationship between that approach and their digital transformation maturity, or is it kind of just really their preference? >>I, I mean, for us, we're meeting customers where they're at on their journey and their multi-cloud journey. So some, and, and what I'm seeing is that every customer today has multiple clouds, whether that be their, you know, their kind of, MultiGen it, the, the legacy stuff that they've gotta deal with. They've got stuff in public clouds, and they're trying to really transform and figure out how do I work all of that in like, how do I move forward with that new operating model? And so what I'm seeing is, you know, we're gonna meet customers where they're at on their journey. So some are gonna continue to go down that path in a, how they've always purchased their it. And others are really, you know, more often than not, we're seeing, they want that as a service cloudlike to have all the benefits of cloud, but yet still have it on their prem or in a colo or, you know, at the edge. So I do see some of those customers who are thinking differently, right. That, and they're the ones that are more apt to be a little bit more aggressive on their digital transformation. They're, they're open to the possibility if that makes sense. No, >>It does. It makes total sense. I, I, I think, you know, on the one hand they're a lot of customers are trying to build their own cloud. Yep. Um, so you mention multicloud, I'm not gonna go to Amazon to help me with my multicloud strategy. That's not, that's not gonna be my preferr. Yeah. I might talk to Microsoft about it a little bit. Google's got Antos and that's kind of interesting, but you know, Google's not enterprise, they got good data, but so, but there are other choices out there. Why HPE for my cloud hybrid multi-cloud strategy, give us the >>Sticker. It's, it's the best of both worlds for customers. So it enables them to have the security. It enables them to grow, to, to be in their data centers or in colos at the edge. It allows them to not over provision. It allows them to pay as they go and pay as they grow there's. Um, and then it also really is that ease factor. So it it's that thinking about it as I have, I already, I know what my pricing is. I know what that predictability is from a pricing perspective and what my costs are gonna be. So all of those things really re that all those messages resonate with customers, >>Right? L thanks so much for coming on. We got the trains are backing up super tight schedule today. This is wall to wall coverage of HPE. Discover. Thank you. Thank >>You so much for having me appreciate it. >>You're SU very welcome. All right. Keep it right there. Dave ante is here. John furrier, HPE discover 2022 from Las Vegas. We're live. We'll be right back.
SUMMARY :
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Day 2 Wrap Up | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to the Cube's coverage. We're wrapping up day two, John furrier and Dave ante. We got some friends and colleagues, longtime friends, Crawford Del Pret is the president of IDC. Matt Eastwood is the senior vice president of infrastructure and cloud guys. Thanks for coming on spending time. Great to you guys. >>That's fun to do it. Awesome. >>Cravin I want to ask you, I, I think this correct me if I'm wrong, but this was your first physical directions as, as president. Is that true or did you do one in 2019? >>Uh, no, we did one in 20. We did, we did one in 20. I was president at the time and then, and then everything started, >>Well, how was directions this year? You must have been stoked to get back together. Yeah, >>It was great. I mean, it was actually pretty emotional, you know, it's, it's a community, right? I mean, we have a lot of customers that have been coming to that event for a long, long time and to stand up on the stage and look out and see people, you know, getting a little bit emotional and a lot of hugs and a lot of bringing people together. And this year in Boston, we were the first event really of any size that kind of came back. And when I kind of didn't see that coming in terms of how people, how ready people were to be together. Cause >>When did you did it April >>In Boston? Yeah, we did it March in March. Yeah, it was, it was, it was, it was a game day decision. I mean, we were, we had negotiated it, we were going back and forth and then I kind of made the call at the last minute, say, let's go and do it. And in Santa Clara, I felt like we were kind of opening up the crypt at the convention center. I mean, all the production people said, you know what? You guys were really the first event to be back. And attendance was really strong. You know, we, we, we got over a thousand. It was, it was really good. >>Good. It's always a fun when I was there. It was, it's a big deal. You guys prepare for it. Yeah. Some new faces up on the stage. Yeah. So, so Matt, um, you've been doing the circuit. I take it like, like all top analysts, super busy. Right. This is kind of end of the spring. I mean, I know it's summer, right. That's right. But, um, how do you look at, at discover relative some, some of the other events you've been at? >>So I think if you go back to what Crawford was just talking about our event in March, I mean, March was sort of the, the reopening and there was, I think people just felt so happy to be, to be back out there. You still get a little bit at, at these events. I mean, cuz for each, each company it's their first time back at it, but I think we're starting to get down what these events are gonna feel like going forward. Um, and it, I mean, there's good energy here. There's been a good attendance. I think the, the interest in getting back live and having face to face meetings is clearly strong. >>Yeah. I mean, this definitely shows that hybrids, the steady state, both events cloud. Yeah. Virtualization remotes. So what are you guys seeing with that hybrid mode? Just from a workforce, certainly people excited to get back together, but it's gonna continue. You're starting to see that digital piece. How is that impacting some of the, some of the customers you're tracking, who's winning and who's losing, coming out of the pandemic. What's the big picture look like? >>Yeah. I mean, if you, if you take a look at hybrid work, um, people are testing many, many, many different models. And I think as we move from a pandemic to an em, we're gonna have just waves and waves and waves of people needing that flexibility for a lot of different reasons, whether they have, uh, you know, preexisting conditions, whether they're just not comfortable, whether they have people who can't be vaccinated at home. So I think we're gonna be in this hybrid work for a long, long time. I do think though that we are gonna transition back into some kind of a normal, um, and I, and I think the big difference is that I think leaders back in the day, a long time ago, when people weren't coming into work, it was kind of like, oh, I know nothing's going on there. People aren't getting worked. And I think we're over that stage. Yeah. I think we're now into a stage where we know people can be productive. We know people can effectively work from home and now we're into the reason to be in the office. And the reason to be in the office is that collaboration, it's that mentoring it's that, you know, think about your 25 year old self. Do you wanna be staring at a windshield all day long and not kind of building those relationships? People want face to face, it's difficult. They want face >>To face and I would, and you guys had a great culture and it's a young culture. How are you handling it as an executive in terms of, is there a policy for hybrid or >>Yeah, so, so, so at IDC, what we did is we're in a pilot period and we've kind of said that the summertime is gonna be a pilot period and we've asked people, we're actually serving shocker, we're >>Serving, >>But we're, but we're, but, but we're actually asking people to work with their manager on what works for them. And then we'll come up with, you know, whether you are in, out of the office worker, which will be less than two days a hybrid worker, which will be three days or, uh, in, in the office, which is more than three days a week. And you know, we all know there's, there's, there's limitation, there's, there's, there's variability in that, but that's kind of what we're shooting for. And we'd like to be able to have that in place in the fall. >>Are you pretty much there? >>Yeah, I am. I, I am there three days a week. I I, Mondays and Fridays, unless, >>Because you got the CEO radius, right? Yeah. >><laugh>, <laugh> >>The same way I'm in the office, the smaller, smaller office. But so, uh, let's talk a little bit about the, the numbers we were chatting earlier, trying to squint through you guys are, you know, obviously the gold standard for what the market does, what happened in, you know, during the pandemic, what happened in 2021 and what do you expect to happen in, in 2022 in terms of it spending growth? >>Yeah. So this is, this is a crazy time, right? We've never seen this. You and I have a long history of, uh, of tracking this. So we saw in, in, in, in 2020, the market decelerated dramatically, um, the GDP went down to a negative like it always does in these cases, it was, you know, probably negative six in that, in that, in that kind of range for the first time, since I've been tracking it, which goes back over 30 years, tech didn't go negative tech went to about just under 3%. And then as we went to 2021, we saw, you know, everything kind of snap back, we saw tech go up to about 11% growth. And then of course we saw, you know, GDP come back to about a 4%, you know, ki kind of range growth. Now what's I think the story there is that companies and you saw this anecdotally everywhere companies leaned into tech, uh, company. >>You know, I think, you know, Matt, you have a great statistic that, you know, 80% of companies used COVID as their point to pivot into digital transformation, right. And to invest in a different way. And so what we saw now is that tech is now where I think companies need to focus. They need to invest in tech. They need to make people more productive with tech and it played out in the numbers now. So this year what's fascinating is we're looking at two Fastly different markets. We've got gasoline at $7 a gallon. We've got that affecting food prices. Uh, interesting fun fact recently it now costs over $1,000 to fill an 18 Wheeler. All right. Based on, I mean this just kind of can't continue. So you think about it, don't put the boat >>In the wall. Yeah. Yeah. >>Good, good, good, good luck. It's good. Yeah, exactly. <laugh> so a family has kind of this bag of money, right? And that bag of money goes up by maybe three, 4% every year, depending upon earnings. So that is sort of sloshing around. So if food and fuel and rent is taking up more gadgets and consumer tech are not, you know, you're gonna use that iPhone a little longer. You're gonna use that Android phone a little longer. You're gonna use that TV a little longer. So consumer tech is getting crushed, you know, really it's very, very, and you saw it immediately and ad spending, you've seen it in meta. You've seen it in Facebook. Consumer tech is doing very, very it's tough enterprise tech. We haven't been in the office for two and a half years. We haven't upgraded whether that be campus wifi, whether that be, uh, servers, whether that be, uh, commercial PCs, as much as we would have. So enterprise tech, we're seeing double digit order rates. We're seeing strong, strong demand. Um, we have combined that with a component shortage and you're seeing some enterprise companies with a quarter of backlog. I mean, that's, you know, really unheard at higher >>Prices, which >>Also, and therefore that drives that >>Drives. It shouldn't be that way. If there's a shortage of chips, it shouldn't be that way, >>But it is, but it is, but it is. And then you look at software and we saw this, you know, we've seen this in previous cycles, but we really saw it in the COVID downturn where, uh, in software, the stickiness of SaaS means that you just, you're not gonna take that stuff out. So the, the second half of last year we saw double digit rates in software surprise. We're seeing high single digit revenue growth in software now, so that we think is gonna sustain, which means that overall it demand. We expect to be between five and 6% this year. Okay, fine. We have a war going on. We have, you know, potentially, uh, a recession. We think if we do, it'll be with a lower case, R maybe you see a banded down to maybe 4% growth, but it's gonna grow this. >>Is it, is it both the structural change of the disruption of COVID plus the digital transformation yeah. Together? Or is it, >>I, I think you make a great point. Um, I, I, I think that we are entering a new era for tech. I think that, you know, Andrew's famous wall street journal oped 10 years ago, software is even world was absolutely correct. And now we're finding that software is, is eing into every nook and cranny people have to invest. They, they know disruptors are coming around every single corner. And if I'm not leaning into digital transformation, I'm dead. So >>The number of players in tech is, is growing, >>Cuz there's well, the number of players in tech number >>Industry's coming >>In. Yeah. The industry's coming in. So I think the interesting dynamic you're gonna see there is now we have high interest rates. Yeah. Which means that the price of funding these companies and buying them and putting data on is gonna get higher and higher, which means that I think you could, you could see another wave of consolidation. Mm-hmm <affirmative> because tech large install based tech companies are saying, oh, you know what? I like that now >>4 0 9 S are being reset too. That's another point. >>Yeah. I mean, so if you think about this, this transformation, right. So it's all about apps, absent data and differentiating and absent data. What the, the big winner the last couple years was cloud. And I would just say that if this is the first potential recession that we're talking about, where the cloud service providers. So I think a cloud as an operating model, not necessarily a destination, but for these cloud service providers, they've actually never experienced a slowdown. So how, and, and if you think about the numbers, 30% of, of the typical it budget is now quote, unquote cloud and 30% of all expenditures are it related. So there's a lot of exposure there. And I think you're gonna see a lot of, a lot of focus on how we can rationalize some of those investments. >>Well, that's a great point. I want to just double click on that. So yeah, the cloud did well during the pandemic. We saw that with SAS, have you guys tracked like the Tams of what got pulled forward? So the bit, a big discussion about something that pulled forward because of the pandemic, um, like zoom, for instance, obviously everyone's using zoom. Yeah, yeah, yeah. Was there fake Tams? There was one, uh, couple analysts who were pointing out that some companies were hot during the pandemic will go away that that Tam doesn't really exist, but there's some that got pulled forward early. That's where the growth is. So is there a, is there a line between the, I call fake Tam or pulled forward TA that was only for the pandemic situationally, um, devices might be like virtual event, virtual event. Software was one, I know Hoppin got laid a lot of layoffs. And so that was kind of gone coming, coming and going. And you got SAS which got pulled forward. Yep. And it's not going away, but it's >>Sustaining. Yeah. Yeah. But it's, but, but it's sustaining, um, you know, I definitely think there was a, there was a lot of spending that absolutely got pulled forward. And I think it's really about CEO's ability to control expectations and to kind of message what it, what it looks like. Um, you know, I think I look, I, I, I think virtual event platforms probably have a role. I think you can, you can definitely, you know, raise your margins in the event, business, significantly using those platforms. There's a role for them. But if you were out there thinking that this thing was gonna continue, then you know, that that was unrealistic, you know, Dave, to, to your point on devices, I'm not necessarily, you know. Sure. I think, I think we definitely got ahead of our expectations and things like consumer PCs, those things will go back to historical growth >>Rates. Yeah. I mean, you got the install base is pretty young right now, but I think the one way to look at it too, is there was some technical debt brought in because people didn't necessarily expect that we'd be moving to a permanent hybrid state two years ago. So now we have to actually invest on both. We have to make, create a little bit more permanency around the hybrid world. And then also like Crawford's talking about the permanency of, of having an office and having people work in, in multiple modes. Yeah. It actually requires investment in both the office. And >>Also, so you're saying operationally, you gotta run the company and do the digital transformation to level up the hybrid. >>Yeah. Yeah. Just the way people work. Right. So, so, you know, you basically have to, I mean, even for like us internally, Crawford was saying, we're experimenting with what works for us. My team before the pandemic was like one third virtual. Now it's two third virtual, which means that all of our internal meetings are gonna be on, on teams or zoom. Right. Yeah. They're not gonna necessarily be, Hey, just coming to the office today, cuz two thirds of people aren't in the Boston area. >>Right. Matt, you said if you see cloud as an operating model, not necessarily a place. I remember when you were out, I was in the, on the, on the, on the zoom when, when first met Adam Celski yeah. Um, he said, you were asking him about, you know, the, the on-prem guys and he's like, nah, it's not cloud. And he kind of was very dismissive of it. Yeah. Yeah. I wanna get your take on, you know, what we're seeing with as Azure service GreenLake, apex, Cisco's got their version. IBM. Fewer is doing it. Is that cloud. >>I think if it's, I, I don't think all of it is by default. I think it is. If I actually think what HPE is doing is cloud, because it's really about how you present the services and how you allow customers to engage with the platform. So they're actually creating a cloud model. I think a lot of people get lost in the transition from, you know, CapEx to OPEX and the financing element of this. But the reality is what HPE is doing and they're sort of setting the standard. I think for the industry here is actually setting up what I would consider a cloud model. >>Well, in the early days of, of GreenLake, for sure it was more of a financial, you >>Know, it was kind of bespoke, right. But now you've got 70 services. And so you can, you can build that out. But >>You know, we were talking to Keith Townsend right after the keynote and we were sort of UN unpacking it a little bit. And I, I asked the question, you know, if you, if you had to pin this in terms of AWS's maturity, where are we? And the consensus was 2014 console filling, is that fair or unfair? >>Oh, that's a good question. I mean, um, I think it's, well, clouds come a long way, right? So it'd be, I, I, I think 20, fourteen's probably a little bit too far back because >>You have more modern tools I Kubernetes is. Yeah. >>And, but you also have, I would say the market still getting to a point of, of, of readiness and in terms of buying this way. So if you think about the HP's kind of strategy around edge, the core platform as a, as a service, you know, we're all big believers in edge and the apps follow the data and the data's being created in new locations and you gotta put the infrastructure there. And for an end user, there's a lot of risk there because they don't know how to actually plan for capacity at the edge. So they're gonna look to offload that, but this is a long term play to actually, uh, build out and deploy at the edge. It's not gonna happen tomorrow. It's a five, 10 year play. >>Yeah. I mean, I like the operating model. I'd agree with you, Matt, that if it's, if it's cloud operations, DevSecOps and all that, all that jazz it's cloud it's cloud operating and, and, and public cloud is a public cloud hyperscaler on premise. And the storage folks were presented. That's a single pane of glass. That's old school concepts, but cloud based. Yep. Shipping hardwares, auto figures. Yeah. That's the kind of consumption they're going for now. I like it. Then I, then they got the partner led thing is the partner piece. How do you guys see that? Because if I'm a partner, there's two things, wait a minute, am I at bottleneck to the direct self-service? Or is that an enabler to get more cash, to make more money? If I'm a partner. Cause you see what Essentia's doing with what they do with Amazon and Deloitte and et C. Yeah. You know, it's interesting, right? Like they've a channel partner, I'm making more cash. >>Yeah. I mean, well, and those channel partners are all in transition too. They're trying to yeah. Right. Figure out. Right, right. Are they, you know, what are their managed services gonna look like? You know, what kind of applications are they gonna stand up? They're they're not gonna just be >>Reselling, bought a big house in a boat. The box is not selling. I wanna ask you guys about growth because you know, the big three cloud, big four growing pick a number, I dunno, 30, 35% revenue big. And like you said, it's 30% of the business now. I think Dell's growing double digits. I don't know how much of that is sustainable. A lot of that is PCs, but still strong growth. Yep. I think Cisco has promised 9% >>In, in that. Right, right. >>About that. Something like that. I think IBM Arvin is at 6%. Yep. And I think HPE has said, Hey, we're gonna do three to 4%. Right. Which is so really sort of lagging and which I think a lot of people in wall street is like, okay, well that's not necessarily so compelling. Right. What does HPE have to do to double that growth? Or even triple that growth. >>Yeah. So they're gonna need, so, so obviously you're right. I mean, being able to show growth is Tanem out to this company getting, you know, more attention, more heat from, from investors. I think that they're rightly pointing to the triple digit growth that they've seen on green lake. I think if you look at the trailing, you know, 12 month bookings, you got over, you know, 7 billion, which means that in a year, you're gonna have a significant portion of the company is as a service. And you're gonna see that revenue that's rat being, you know, recognized over a series of months. So I think that this is sort of the classic SAS trough that we've seen applied to an infrastructure company where you're basically have to kind of be in the desert for a long time. But if they can, I think the most important number for HPE right now is that GreenLake booking snow. >>And if you look at that number and you see that number, you know, rapidly come down, which it hasn't, I mean off a very large number, you're still in triple digits. They will ultimately start to show revenue growth, um, in the business. And I think the one thing people are missing about HPE is there aren't, there are a lot of companies that want to build a platform, but they're small and nobody cares. And nobody let's say they throw a party and nobody comes. HP has such a significant installed base that if they do build a platform, they can attract partners to that platform. What I mean by that is partners that deliver services on GreenLake that they're not delivering. They have the girth to really start to change an industry and change the way stuff is being built. And that's the be they're making. And frankly, they are showing progress in that direction. >>So I buy that. But the one thing that concerns me is they kind of hide the ball on services. Right. And I, and I worry about that is like, is this a services kind of just, you know, same wine, new bottle or, >>Or, yeah. So, so I, I, I would argue that it's not about hiding the ball. It's about eliminating confusion of the marketplace. This is the company that bought EDS only to spin it off <laugh>. Okay. And so you don't wanna have a situation where you're getting back into services. >>Yeah. They're the only one >>They're product, not the only ones who does, I mean, look at the way IBM used to count and still >>I get it. I get it. But I think it's, it's really about clarity of mission. Well, I point next they are in the Ts business, absolutely. Point of it. It's important prop >>Drive for them at the top. Right. The global 50 say there's still a lot of uniqueness in what they want to buy. So there's definitely a lot of bespoke kind of delivery. That's still happening there. The real promise here is when you get into the global 2000 and yeah. And can start them to getting them to consume very standardized offers. And then the margins are, are healthy >>And they got they're what? Below 30, 33, 30 3%. I think 34% last quarter gross margin. Yeah. That that's solid. Just compare that with Dell is, I don't know. They're happy with 20, 21% of correct. You get that, which is, you know, I I'll come back. Go ahead. I want, I wanna ask >>Guys. No, I wanna, I wanna just, he said one thing I like, which was, I think he nailed it. They have such, um, big install base. They have a great channel. They know how to use it. Right. That's a real asset. Yeah. And Microsoft, I remember when their stock was trading at 26 when Baltimore was CEO. Yep. What they did with no, they had office and windows, so a little bit different. Yep. But similar strategy, leverage our install base, bring something up to them. That's what you're kind of connecting the >>Absolutely. You have this velocity, uh, machine with a significant girth that you can now move to a new model. They move that to a new model. To Matt's point. They lead the industry, they change the way large swath the customers buy and you will see it in steady revenue growth over time. Okay. So I just in that, well, >>So your point is the focus and there the right it's the right focus. And I would agree what's >>What's the other move. What's their other move, >>The problem. Triple digit booking growth off a number that gets bigger >>Inspired. Okay. >>Whats what's the scoreboard. Okay. Now they're go at the growth. That's the scoreboard. What are the signals? Are you looking at on the scoreboard Crawford and Matt in terms of success? What are the benchmarks? Is it ecosystem growth, number of services, triple growth. Yeah. What's the, what are some of the metrics that you guys are gonna be watching and we should be watching? >>Yeah. I mean, I dunno if >>You wanna jump in, I mean, I think ecosystem's really critical. Yeah. You want to, you want to have well and, and you need to sell both ways like HPE needs to be selling their technology on other cloud providers and vice versa. You need to have the VMs of the world on, you know, offering services on your platform and, and kind of capturing some, some motion off that. I think that's pretty critical. The channel definitely. I mean, you have to help and what you're gonna see happen there is there will be channel partners that succeed in transforming and succeeding and there'll be a lot that go away and that some, some of that's, uh, generational there'll be people that just kind of age outta the system and, and just go home. >>Yeah. Yeah. So I would argue it's, it's, it's, it's gonna be, uh, bookings growth rate. It's gonna be retention rate of the, of, of, of the customers, uh, that they have. And then it's gonna be that, that, um, you know, ultimately you're gonna see revenue, um, growth, and which is that revenue growth is gonna have to be correlated to the booking's growth for green lake cross. >>What's the Achilles heel on, on HPE. If you had to do the SWAT, what's the, what's the w for HPE that they really need to pay >>Attention to. I mean, they, they need to continue their relentless focus on cost, particularly in the, in the core compute, you know, segment they need to be, they need to be able to be as cost effective as possible while the higher profit dollars associated with GreenLake and other services come in and then increase the overall operating margin and gross margin >>Picture for the, I mean, I think the biggest thing is they just have, they have to continue the motion that they've been on. Right. And they've been consistent about that. Mm-hmm, <affirmative> what you see where others have, have kind of slipped up is when you go to, to customers and you present the, the OPEX as a service and the traditional CapEx side by side, and the customers put in this position of trying to detangle what's in that OPEX service, you don't wanna do that obviously. And, and HP has not done that, but we've seen others kind of slip up. And, but >>A lot of companies still wanna buy CapEx. Right. Absolutely liquid. And, and I think, >>But you shouldn't do a, you shouldn't do that bake off by putting those two offers out. You should basically ascertain what they want to do. >>What's kind of what Dell does. Right. Hey, how, what do you want? We got this, we got >>This on one hand, we got this, the, we got that, right. Uh, the two hand sales rep, no, this CapEx. Thing's interesting. And if you're Amazon and Azure and, and GCP, what are they thinking right now? Cause remember what, four years ago outpost was launched, which essentially hardware. Yeah. This is cloud operating model. Yep. Yeah. They're essentially bringing outpost. This is what they got basically is Amazon and Azure, like, is this ABL on the radar for them? How would you, what, what are they thinking in your mind if we're on, if we're in their office, in their brain trust, are they laughing? Are they like saying, oh, they're scared. Is this real threat >>Opportunity? I, I, I mean, I wouldn't say they're laughing at all. I, I would say they're probably discounting a little bit and saying, okay, fine. You know, that's a strategy that a traditional hardware company is moving to. But I think if you look underneath the covers, you know, two years ago it was, you know, pretty basic stuff they were offering. But now when you start getting into some, you know, HPC is a service, you start getting into data fabric, you start getting into some of the more, um, sophisticated services that they're offering. And, and I think what's interesting about HP. What my, my take is that they're not gonna go after the 250 services the Amazon's offering, they're gonna basically have a portfolio of services that really focus on the core use cases of their infrastructure set. And, and I think one of the danger things, one, one of the, one of the red flags would be, if they start going way up the stack and wanting to offer the entire application stack, that would be like a big flashing warning sign, cuz it's not their sweet spot. It's not, not what they have. >>So machine learning, machine learning and quantum, okay. One you can argue might be up the stack machine learning quantum should be in their wheelhouse. >>I would argue machine learning is not up the stack because what they would focus on is inference. They'd focus on learning. If they came out and said, machine learning all the way up to the, you know, what a, what, what a drug discovery company needs to do. >>So they're bringing it down. >>Yeah. Yeah. Well, no, I think they're focusing on that middle layer, right? That, that, that data layer. And I think that helping companies manage their data make more sense outta their data structure, their data that's core to what they wanna do. >>I, I feel as though what they're doing now is table stakes. Honestly, I do. I do feel like, okay, Hey finally, you know, I say the same thing about apex, you >>Know, we finally got, >>It's like, okay guys, the >>Party. Great. Welcome to the, >>But the one thing I would just say about, about AWS and the other big clouds is whether they might be a little dismissive of what's truly gonna happen at the edge. I think the traditional OEMs that are transforming are really betting on that edge, being a huge play and a huge differentiator for them where the public cloud obviously have their own bets there. But I think they were pretty dismissive initially about how big that went. >>I don't, and I don't think anybody's really figured out the edge yet. >>Well, that's an, it's a battleground. That's what he's saying. I think you're >>Saying, but on the ecosystem, I wanna say up the stack, I think it's the ecosystem. That's gotta fill that out. You gotta see more governance tools and catalogs and AI tools and, and >>It immediately goes more, it goes more vertical when you go edge, you're gonna have different conversations and >>They're >>Lacking. Yeah. And they, but they're in there though. They're in the verticals. HP's in the, yeah, >>For sure. But they gotta build out an ego. Like you walk around here, the data, the number of data companies here. I mean, Starburst is here. I'm actually impressed that Starburst is here. Cause I think they're a forward thinking company. I wanna see that times a hundred. Right. I mean, that's >>You see HP's in all the verticals. That's I think the point here, >>So they should be able to attract that ecosystem and build that, that flywheel that's the, that's the hallmark of a cloud that marketplace. >>Yeah, it is. But I think there's a, again, I go back to, they really gotta stay focused on that infrastructure and data management. Yeah. >>But they'll be focused on that, but, but their ecosystem, >>Their ecosystem will then take it up from there. And I think that's the next stage >>And that ecosystem's gotta include OT players and communications technologies players as well. Right. Because that stuff gets kind of sucked up in that, in that edge play. Do >>You feel like HPE has a, has a leg up on that or like a little, a little bit of a lead or is it pretty much, you know, even raced right now? >>I think they've, I think the big infrastructure companies have all had OEM businesses and they've all played there. It's it's, it's also helping those OT players actually convert their own needs into more of a software play and, and not so much of >>Physical. You've been, you've been following and you guys both have been following HP and HPE for years. They've been on the edge for a long time. I've been focused on this edge. Yeah. Now they might not have the product traction that's right. Or they might not develop as fast, but industrial OT and IOT they've been talking about it, focused on it. I think Amazon was mostly like, okay, we gotta get to the edge and like the enterprise. And, and I think HP's got a leg up in my opinion on that. Well, I question is can they execute? >>Yeah. I mean, PTC was here years ago on stage talking >>About, but I mean, you think about, if you think about the edge, right. I mean, I would argue one of the best acquisitions this company ever did was Aruba. Right. I mean, it basically changed the whole conversation of the edge changed the whole conversation. >>If >>Became GreenLake, it was GreenLake. >>Well, it became a big department. They gave a big, but, but, but I mean, you know, I mean they, they, they went after going selling edge line servers and frankly it's very difficult to gain traction there. Yeah. Aruba, huge area. And I think the March announcement was when they brought Aruba management into. Yeah. Yeah. >>Totally. >>Last question. Love >>That. >>What are you guys saying about the, the Broadcom VMware acquisition? What's the, what are the implications for the ecosystem for companies like HPE and just generally for the it business? >>Yeah. So >>You start. Yeah, sure. I'll start, I'll start there. So look, you know, we've, you know, spent some time, uh, going through it spent some time, you know, speaking, uh, to the, to the, to the folks involved and, and, and I gotta tell you, I think this is a really interesting moment for Broadcom. This is Broadcom's opportunity to basically build a different kind of a conversation with developers to, uh, try to invest in. I mean, just for perspective, right? These numbers may not be exact. And I know a dollar is not a dollar, but in 2001, anybody, remember what HP paid for? Compact >>8,000,000,020, >>So 25 billion, 25 billion. Wow. VMware just got sold for 61 billion. Wow. Okay. Unbill dollars. Okay. That gives you a perspective. No, again, I know a dollar is not a dollar 2000. >>It's still big numbers, >>2022. So having said that, if you just did it to, to, to basically build your DCF model and say, okay, over this amount of time, I'll pay you this. And I'll take the money out of this period of time, which is what people have criticized them for. I think that's a little shortsighted. I, yeah, I think this is Broadcom's opportunity to invest in that product and really try to figure out how to get a seat at the table in software and pivot their company to enterprise software in a different way. They have to prove that they're willing to do that. And then frankly, that they can develop the skills to do that over time. But I do believe this is a, a different, this is a pivot point. This is not >>CA this is not CA >>It's not CA >>In my, in my mind, it can't be CA they would, they would destroy too much. Now you and I, Dave had some, had some conversations on Twitter. I, I don't think it's the step up to them sort of thinking differently about semiconductor, dying, doing some custom semi I, I don't think that's. Yeah. I agree with that. Yeah. I think I, I think this is really about, I got two aspiration for them pivoting the company. They could >>Justify the >>Price to the, getting a seat at the adults table in software is, >>Well, if, if Broadcom has been squeezing their supplies, we all hear the scutle butt. Yeah. If they're squeezing, they can use VMware to justify the prices. Yeah. Maybe use that hostage. And that installed base. That's kind of Mike conspiracy. >>I think they've told us what they're gonna do. >><laugh> I do. >>Maybe it's not like C what's your conspiracy theory like Symantec, but what >>Do you think? Well, I mean, there's still, I mean, so VMware there's really nobody that can do all the things that VMware does say. So really impossible for an enterprise to just rip 'em out. But obviously you can, you can sour people's taste and you can very much influence the direction they head in with the collection of, of providers. One thing, interesting thing here is, was the 37% of VMware's revenues sold through Dell. So there's, there's lots of dependencies. It's not, it's not as simple as I think John, you you're right. You can't just pull the CA playbook out and rerun it here. This is a lot more complex. Yeah. It's a lot more volume of, of, of distribution, but a fair amount of VMware's install >>Base Dell's influence is still there basically >>Is in the mid-market. It's not, it's not something that they're gonna touch directly. >>You think about what VMware did. I mean, they kept adding new businesses, buying new businesses. I mean, is security business gonna stay >>Networking security, I think are interesting. >>Same >>Customers >>Over and over. Haven't done anything. VMware has the same customers. What new >>Customers. So imagine simplifying VMware. Right, right. Becomes a different equation. It's really interesting. And to your point, yeah. I mean, I think Broadcom is, I mean, Tom Crouse knows how to run a business. >>Yeah. He knows how to run a business. He's gonna, I, I think it's gonna be, you know, it's gonna be an efficient business. It's gonna be a well run business, but I think it's a pivot point for >>Broadcom. It's amazing to me, Broadcom sells to HPE. They sell it to Dell and they've got a market cap. That's 10 X, you know? Yes. Yeah. All we gotta go guys. Awesome. Great conversation guys. >>A lot. Thanks for having us on. >>Okay. Listen, uh, day two is a, is a wrap. We'll be here tomorrow, all day. Dave ante, John furrier, Lisa Martin, Lisa. Hope you're feeling okay. We'll see you tomorrow. Thanks for watching the cube, your leader in enterprise tech, live coverage.
SUMMARY :
Great to you guys. That's fun to do it. Is that true or did you do one in 2019? I was president at the time and then, You must have been stoked to get back together. I mean, it was actually pretty emotional, you know, it's, it's a community, right? I mean, all the production people said, you know what? But, um, how do you look at, at discover relative some, So I think if you go back to what Crawford was just talking about our event in March, I mean, March was sort of the, So what are you guys seeing with that hybrid mode? And I think as we move from a pandemic to an em, To face and I would, and you guys had a great culture and it's a young culture. And then we'll come up with, you know, whether you are in, out of the office worker, which will be less than two days a I I, Mondays and Fridays, Because you got the CEO radius, right? you know, during the pandemic, what happened in 2021 and what do you expect to happen in, in 2022 And then of course we saw, you know, GDP come back to about a 4%, you know, ki kind of range growth. You know, I think, you know, Matt, you have a great statistic that, you know, 80% of companies used COVID as their point to pivot In the wall. I mean, that's, you know, really unheard at higher It shouldn't be that way. And then you look at software and we saw this, you know, Is it, is it both the structural change of the disruption of COVID plus I think that, you know, Andrew's famous wall street journal oped 10 years ago, software is even world was absolutely on is gonna get higher and higher, which means that I think you could, you could see another That's another point. And I think you're gonna see a lot of, a lot of focus on how we can rationalize some of those investments. We saw that with SAS, have you guys tracked like the Tams of what got pulled forward? I think you can, you can definitely, create a little bit more permanency around the hybrid world. the hybrid. So, so, you know, you basically have to, I remember when you were the transition from, you know, CapEx to OPEX and the financing element of this. And so you can, you can build that out. And I, I asked the question, you know, if you, if you had to pin this in terms of AWS's maturity, I mean, um, I think it's, well, clouds come a long way, right? Yeah. the core platform as a, as a service, you know, we're all big believers in edge and the apps follow And the storage folks were presented. Are they, you know, what are their managed services gonna look like? I wanna ask you guys about growth because In, in that. And I think HPE has said, I think if you look at the trailing, you know, 12 month bookings, you got over, you know, 7 billion, which means that in a And I think the one thing people are missing about HPE is there aren't, there are a lot of companies that want And I, and I worry about that is like, is this a services kind of just, you know, And so you don't wanna have a situation where you're But I think it's, it's really about clarity of mission. The real promise here is when you get into the global 2000 and yeah. You get that, which is, you know, I I'll come back. They know how to use it. You have this velocity, uh, machine with a significant girth that you can now move And I would agree what's What's the other move. Triple digit booking growth off a number that gets bigger Okay. What's the, what are some of the metrics that you guys are gonna be watching I mean, you have to help and what you're gonna see And then it's gonna be that, that, um, you know, ultimately you're gonna see revenue, If you had to do the SWAT, what's the, what's the w for HPE that I mean, they, they need to continue their relentless focus on cost, Mm-hmm, <affirmative> what you see where others have, have kind of slipped up is when you go A lot of companies still wanna buy CapEx. But you shouldn't do a, you shouldn't do that bake off by putting those two offers out. Hey, how, what do you want? And if you're Amazon and Azure and, and GCP, But I think if you look underneath the covers, you know, two years ago it was, One you can argue might be up the stack machine learning quantum should If they came out and said, machine learning all the way up to the, you know, what a, what, what a drug discovery company needs to do. And I think that helping companies manage their data make more sense outta their data structure, their data that's core to okay, Hey finally, you know, I say the same thing about apex, you Welcome to the, But I think they were pretty dismissive initially about how big that went. I think you're Saying, but on the ecosystem, I wanna say up the stack, I think it's the ecosystem. They're in the verticals. Cause I think they're a forward thinking company. You see HP's in all the verticals. So they should be able to attract that ecosystem and build that, that flywheel that's the, But I think there's a, again, I go back to, they really gotta stay focused And I think that's the next stage And that ecosystem's gotta include OT players and communications technologies players as well. I think they've, I think the big infrastructure companies have all had OEM businesses and they've all played there. I think Amazon was mostly like, okay, we gotta get to the edge and like the enterprise. I mean, it basically changed the whole conversation of the edge changed the whole conversation. And I think the March announcement was when they brought So look, you know, we've, you know, spent some time, uh, going through it spent some time, That gives you a perspective. And I'll take the money out of this period of time, which is what people have criticized them for. I think I, I think this is really about, I got two aspiration for them pivoting the company. And that installed base. think John, you you're right. Is in the mid-market. I mean, they kept adding new businesses, buying new businesses. VMware has the same customers. I mean, I think Broadcom is, I mean, Tom Crouse knows how to run a business. He's gonna, I, I think it's gonna be, you know, it's gonna be an efficient business. That's 10 X, you know? Thanks for having us on. We'll see you tomorrow.
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Vishal Lall, HPE | HPE Discover 2022
>>the Cube presents H P E discovered 2022. Brought to you by H P E. >>Hi, buddy Dave Balon and Jon Ferrier Wrapping up the cubes. Coverage of day two, hp Discover 2022. We're live from Las Vegas. Vishal Lall is here. He's the senior vice president and general manager for HP ES Green Lake Cloud Services Solutions. Michelle, good to see you again. >>Likewise. David, good to see you. It was about a year ago that we met here. Or maybe nine months >>ago. That's right. Uh, September of last year. A new role >>for you. Is that right? I was starting that new role when I last met you. Yeah, but it's been nine months. Three quarters? What have you learned so far? I mean, it's been quite a right, right? I mean, when I was starting off, I had, you know, about three priorities we've executed on on all of them. So, I mean, if you remember back then they we talked about, you know, improving a cloud experience. We talked about data and analytics being a focus area and then building on the marketplace. I think you heard a lot of that over the last couple of days here. Right? So we've enhanced our cloud experience. We added a private cloud, which was the big announcement yesterday or day before yesterday that Antonio made so that's been I mean, we've been testing that with customers. Great feedback so far. Right? And we're super excited about that. And, uh, you know, uh, down there, the test drive section people are testing that. So we're getting really, really good feedback. Really good acceptance from customers on the data and Analytics side. We you know, we launched the S three connector. We also had the analytics platform. And then we launched data fabric as a service a couple of days ago, right, which is kind of like back into that hybrid world. And then on the marketplace side, we've added a tonne of partners going deep with them about 80 plus partners now different SVS. So again, I think, uh, great. I think we've accomplished a lot over the last three quarters or so lot more to be done. Though >>the marketplace is really interesting to us because it's a hallmark of cloud. You've got to have a market price. Talk about how that's evolving and what your vision is for market. Yes, >>you're exactly right. I mean, having a broad marketplace provides a full for the platform, right? It's a chicken and egg. You need both. You need a good platform on which a good marketplace can set, but the vice versa as well. And what we're doing two things there, Right? One Is we expanding coverage of the marketplace. So we're adding more SVS into the marketplace. But at the same time, we're adding more capabilities into the marketplace. So, for example, we just demoed earlier today quickly deploy capabilities, right? So we have an I S p in the marketplace, they're tested. They are, uh, the work with the solution. But now you can you can collect to deploy directly on our infrastructure over time, the lad, commerce capabilities, licencing capabilities, etcetera. But again, we are super excited about that capability because I think it's important from a customer perspective. >>I want to ask you about that, because that's again the marketplace will be the ultimate arbiter of value creation, ecosystem and marketplace. Go hand in hand. What's your vision for what a successful ecosystem looks like? What's your expectation now that Green Lake is up and running. I stay up and running, but like we've been following the announcement, it just gets better. It's up to the right. So we're anticipating an ecosystem surge. Yeah. What are you expecting? And what's your vision for? How the ecosystem is going to develop out? Yeah. I >>mean, I've been meeting with a lot of our partners over the last couple of days, and you're right, right? I mean, I think of them in three or four buckets right there. I s V s and the I S P is coming to two forms right there. Bigger solutions, right? I think of being Nutanix, right, Home wall, big, bigger solutions. And then they are smaller software packages. I think Mom would think about open source, right? So again, one of them is targeted to developers, the other to the I t. Tops. But that's kind of one bucket, right? I s P s, uh, the second is around the channel partners who take this to market and they're asking us, Hey, this is fantastic. Help us understand how we can help you take this to market. And I think the other bucket system indicators right. I met with a few today and they're all excited about. They're like, Hey, we have some tooling. We have the manage services capabilities. How can we take your cloud? Because they build great practise around extent around. Sorry. Aws around? Uh, sure. So they're like, how can we build a similar practise around Green Lake? So again, those are the big buckets. I would say. Yeah, >>that's a great answer. Great commentary. I want to just follow up on that real quick. You don't mind? So a couple things we're seeing observing I want to get your reaction to is with a i machine learning. And the promise of that vertical specialisation is creating unique opportunities on with these platforms. And the other one is the rise of the managed service provider because expertise are hard to come by. You want kubernetes? Good luck finding talent. So managed services seem to be exploding. How does that fit into the buckets? Or is it all three buckets or you guys enable that? How do you see that coming? And then the vertical piece? >>A really good question. What we're doing is through our software, we're trying to abstract a lot of the complexity of take communities, right? So we are actually off. We have actually automated a whole bunch of communities functionality in our software, and then we provide managed services around it with very little. I would say human labour associated with it is is software manage? But at the same time we are. What we are trying to do is make sure that we enable that same functionality to our partners. So a lot of it is software automation, but then they can wrap their services around it, and that way we can scale the business right. So again, our first principle is automated as much as we can to software right abstract complexity and then as needed, uh, at the Manus Services. >>So you get some functionality for HP to have it and then encourage the ecosystem to fill it in or replicated >>or replicated, right? I mean, I don't think it's either or it should be both right. We can provide many services or we should have our our partners provide manage services. That's how we scale the business. We are the end of the day. We are product and product company, right, and it can manifest itself and services. That discussion was consumed, but it's still I p based. So >>let's quantify, you know, some of that momentum. I think the last time you call your over $800 million now in a are are you gotta You're growing at triple digits. Uh, you got a big backlog. Forget the exact number. Uh, give us a I >>mean, the momentum is fantastic Day. Right. So we have about $7 billion in total contract value, Right? Significant. We have 1600 customers now. Unique customers are running Green Lake. We have, um, your triple dip growth year over year. So the last quarter, we had 100% growth year over year. So again, fantastic momentum. I mean, the other couple, like one other metric I would like to talk about is the, um the stickiness factor associated tension in our retention, right? As renewal's is running in, like, high nineties, right? So if you think about it, that's a reflection of the value proposition of, like, >>that's that's kind of on a unit basis, if you will. That's the number >>on the revenue basis on >>revenue basis. Okay? >>And the 1600 customers. He's talking about the size and actually big numbers. Must be large companies that are. They're >>both right. So I'll give you some examples, right? So I mean, there are large companies. They come from different industries. Different geography is we're seeing, like, the momentum across every single geo, every single industry. I mean, just to take some examples. BMW, for example. Uh, I mean, they're running the entire electrical electric car fleet data collection on data fabric on Green Lake, right? Texas Children's Health on the on the healthcare side. Right On the public sector side, I was with with Carl Hunt yesterday. He's the CEO of County of Essex, New Jersey. So they are running the entire operations on Green Lake. So just if you look at it, Barclays the financial sector, right? I mean, they're running 100,000 workloads of three legs. So if you just look at the scale large companies, small companies, public sector in India, we have Steel Authority of India, which is the largest steel producer there. So, you know, we're seeing it across multiple industries. Multiple geography is great. Great uptake. >>Yeah. We were talking yesterday on our wrap up kind of dissecting through the news. I want to ask you the question that we were riffing on and see if we can get some clarity on it. If I'm a customer, CI or C so or buyer HP have been working with you or your team for for years. What's the value proposition? Finish this sentence. I work with HPV because blank because green like, brings new value proposition. What is that? Fill in that blank for >>me. So I mean, as we, uh, talked with us speaking with customers, customers are looking at alternatives at all times, right? Sometimes there's other providers on premises, sometimes as public cloud. And, uh, as we look at it, uh, I mean, we have value propositions across both. Right. So from a public cloud perspective, some of the challenges that our customers cr around latency around, uh, post predictability, right? That variability cost is really kind of like a challenge. It's around compliance, right? Uh, things of that nature is not open systems, right? I mean, sometimes, you know, they feel locked into a cloud provider, especially when they're using proprietary services. So those are some of the things that we have solved for them as compared to kind of like, you know, the other on premises vendors. I would say the marketplace that we spoke about earlier is huge differentiator. We have this huge marketplace. Now that's developing. Uh, we have high levels of automation that we have built, right, which is, uh, you know, which tells you about the TCO that we can drive for the customers. What? The other thing that is really cool that be introduced in the public in the private cloud is fungible itty across infrastructure. Right? So basically on the same infrastructure you can run. Um, virtual machines, containers, bare metals, any application he wants, you can decommission and commission the infrastructure on the fly. So what it does, is it no matter where it is? Uh, on premises, right? Yeah, earlier. I mean, if you think about it, the infrastructure was dedicated for a certain application. Now we're basically we have basically made it compose herbal, right? And that way, what? Really? Uh, that doesnt increases utilisation so you can get increased utilisation. High automation. What drives lower tco. So you've got a >>horizontal basically platform now that handle a variety of work and >>and these were close. Can sit anywhere to your point, right? I mean, we could have a four node workload out in a manufacturing setting multiple racks in a data centre, and it's all run by the same cloud prints, same software train. So it's really extensive. >>And you can call on the resources that you need for that particular workload. >>Exactly what you need them exactly. Right. >>Excellent. Give you the last word kind of takeaways from Discover. And where when we talk, when we sit down and talk next year, it's about where do you want to be? >>I mean, you know, I think, as you probably saw from discovered, this is, like, very different. Antonio did a live demo of our product, right? Uh, visual school, right? I mean, we haven't done that in a while, so I mean, you started. It >>didn't die like Bill Gates and demos. No, >>no, no, no. I think, uh, so I think you'll see more of that from us. I mean, I'm focused on three things, right? I'm focused on the cloud experience we spoke about. So what we are doing now is making sure that we increase the time for that, uh, make it very, you know, um, attractive to different industries to certifications like HIPAA, etcetera. So that's kind of one focus. So I just drive harder at that adoption of that of the private out, right across different industries and different customer segments. The second is more on the data and analytics I spoke about. You will have more and more analytic capabilities that you'll see, um, building upon data fabric as a service. And this is a marketplace. So that's like it's very specific is the three focus areas were driving hard. All right, we'll be watching >>number two. Instrumentation is really keen >>in the marketplace to I mean, you mentioned Mongo. Some other data platforms that we're going to see here. That's going to be, I think. Critical for Monetisation on the on on Green Lake. Absolutely. Uh, Michelle, thanks so much for coming back in the Cube. >>Thank you. Thanks for coming. All >>right, keep it right. There will be John, and I'll be back up to wrap up the day with a couple of heavies from I d. C. You're watching the cube. Mhm. Mm mm. Mhm.
SUMMARY :
Brought to you by H P E. Michelle, good to see you again. David, good to see you. Uh, September of last year. I mean, when I was starting off, I had, you know, about three priorities we've executed on the marketplace is really interesting to us because it's a hallmark of cloud. I mean, having a broad marketplace provides a full for the platform, I want to ask you about that, because that's again the marketplace will be the ultimate arbiter of I s V s and the I S P is coming And the other one is the rise of the managed service provider because expertise are hard to come by. So again, our first principle is automated as much as we can to software right abstract complexity I mean, I don't think it's either or it should be both right. I think the last time you call your over $800 million now So the last quarter, we had 100% growth year over year. that's that's kind of on a unit basis, if you will. And the 1600 customers. So just if you look at it, Barclays the financial sector, right? I want to ask you the question that we were riffing So basically on the same infrastructure you can run. I mean, we could have a four node workload Exactly what you need them exactly. And where when we talk, when we sit down and talk next year, it's about where do you want to be? I mean, you know, I think, as you probably saw from discovered, this is, like, very different. I'm focused on the cloud experience we spoke about. Instrumentation is really keen in the marketplace to I mean, you mentioned Mongo. Thanks for coming. right, keep it right.
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Sheila Rohra & Omer Asad, HPE Storage | HPE Discover 2022
>> Announcer: "theCUBE" presents HPE Discover 2022. Brought to you by HPE. >> Welcome back to HPE Discover 2022. You're watching "theCUBE's" coverage. This is Day 2, Dave Vellante with John Furrier. Sheila Rohra is here. She's the Senior Vice President and GM of the Data Infrastructure Business at Hewlett Packard Enterprise, and of course, the storage division. And Omer Asad. Welcome back to "theCUBE", Omer. Senior Vice President and General Manager for Cloud Data Services, Hewlett Packard Enterprise storage. Guys, thanks for coming on. Good to see you. >> Thank you. Always a pleasure, man. >> Thank you. >> So Sheila, I'll start with you. Explain the difference. The Data Infrastructure Business and then Omer's Cloud Data Services. You first. >> Okay. So Data Infrastructure Business. So I'm responsible for the primary secondary storage. Basically, what you physically store, the data in a box, I actually own that. So I'm going to have Omer explain his business because he can explain it better than me. (laughing) Go ahead. >> So 100% right. So first, data infrastructure platforms, primary secondary storage. And then what I do from a cloud perspective is wrap up those things into offerings, block storage offerings, data protection offerings, and then put them on top of the GreenLake platform, which is the platform that Antonio and Fidelma talked about on main Keynote stage yesterday. That includes multi-tenancy, customer subscription management, sign on management, and then on top of that we build services. Services are cloud-like services, storage services or block service, data protection service, disaster recovery services. Those services are then launched on top of the platform. Some services like data protection services are software only. Some services are software plus hardware. And the hardware on the platform comes along from the primary storage business and we run the control plane for that block service on the GreenLake platform and that's the cloud service. >> So, I just want to clarify. So what we maybe used to know as 3PAR and Nimble and StoreOnce. Those are the products that you're responsible for? >> That is the primary storage part, right? And just to kind of show that, he and I, we do indeed work together. Right. So if you think about the 3PAR, the primary... Sorry, the Primera, the Alletras, the Nimble, right? All that, right? That's the technology that, you know, my team builds. And what Omer does with his magic is that he turns it into HPE GreenLake for storage, right? And to deliver as a service, right? And basically to create a self-service agility for the customer and also to get a very Cloud operational experience for them. >> So if I'm a customer, just so I get this right, if I'm a customer and I want Hybrid, that's what you're delivering as a Cloud service? >> Yes. >> And I don't care where the data is on-premises, in storage, or on Cloud. >> 100%. >> Is that right? >> So the way that would work is, as a customer, you would come along with the partner, because we're 100% partner-led. You'll come to the GreenLake Console. On the GreenLake Console, you will pick one of our services. Could be a data protection service, could be the block storage service. All services are hybrid in nature. Public Cloud is 100% participant in the ecosystem. You'll choose a service. Once you choose a service, you like the rate card for that service. That rate card is just like a hyperscaler rate card. IOPS, Commitment, MINCOMMIT's, whatever. Once you procure that at the price that you like with a partner, you buy the subscription. Then you go to console.greenLake.com, activate your subscription. Once the subscription is activated, if it's a service like block storage, which we talked about yesterday, service will be activated, and our supply chain will send you our platform gear, and that will get activated in your site. Two things, network cable, power cable, dial into the cloud, service gets activated, and you have a cloud control plane. The key difference to remember is that it is cloud-consumption model and cloud-operation model built in together. It is not your traditional as a service, which is just like hardware leasing. >> Yeah, yeah, yeah. >> That's a thing of the past. >> But this answers a question that I had, is how do you transfer or transform from a company that is, you know, selling boxes, of course, most of you are engineers are software engineers, I get that, to one that is selling services. And it sounds like the answer is you've organized, I know it's inside baseball here, but you organize so that you still have, you can build best of breed products and then you can package them into services. >> Omer: 100%. 100%. >> It's separate but complementary organization. >> So the simplest way to look at it would be, we have a platform side at the house that builds the persistence layers, the innovation, the file systems, the speeds and feeds, and then building on top of that, really, really resilient storage services. Then how the customer consumes those storage services, we've got tremendous feedback from our customers, is that the cloud-operational model has won. It's just a very, very simple way to operate it, right? So from a customer's perspective, we have completely abstracted away out hardware, which is in the back. It could be at their own data center, it could be at an MSP, or they could be using a public cloud region. But from an operational perspective, the customer gets a single pane of glass through our service console, whether they're operating stuff on-prem, or they're operating stuff in the public cloud. >> So they get storage no matter what? They want it in the cloud, they got it that way, and if they want it as a service, it just gets shipped. >> 100%. >> They plug it in and it auto configures. >> Omer: It's ready to go. >> That's right. And the key thing is simplicity. We want to take the headache away from our customers, we want our customers to focus on their business outcomes, and their projects, and we're simplifying it through analytics and through this unified cloud platform, right? On like how their data is managed, how they're stored, how they're secured, that's all taken care of in this operational model. >> Okay, so I have a question. So just now the edge, like take me through this. Say I'm a customer, okay I got the data saved on-premise action, cloud, love that. Great, sir. That's a value proposition. Come to HPE because we provide this easily. Yeah. But now at the edge, I want to deploy it out to some edge node. Could be a tower with Telecom, 5G or whatever, I want to box this out there, I want storage. What happens there? Just ship it out there and connects up? Does it work the same way? >> 100%. So from our infrastructure team, you'll consume one or two platforms. You'll consume either the Hyperconverged form factor, SimpliVity, or you might convert, the Converged form factor, which is proliant servers powered by Alletras. Alletra 6Ks. Either of those... But it's very different the way you would procure it. What you would procure from us is an edge service. That edge service will come configured with certain amount of compute, certain amount of storage, and a certain amount of data protection. Once you buy that on a dollars per gig per month basis, whichever rate card you prefer, storage rate card or a VMware rate card, that's all you buy. From that point on, the platform team automatically configures the back-end hardware from that attribute-based ordering and that is shipped out to your edge. Dial in the network cable, dial in the power cable, GreenLake cloud discovers it, and then you start running the- >> Self-service, configure it, it just shows up, plug it in, done. >> Omer: Self-service but partner-led. >> Yeah. >> Because we have preferred pricing for our partners. Our partners would come in, they will configure the subscriptions, and then we activate those customers, and then send out the hardware. So it's like a hyperscaler on-prem at-scale kind of a model. >> Yeah, I like it a lot. >> So you guys are in the data business. You run the data portion of Hewlett Packard Enterprise. I used to call it storage, even if we still call it storage but really, it's evolving into data. So what's your vision for the data business and your customer's data vision, if you will? How are you supporting that? >> Well, I want to kick it off, and then I'm going to have my friend, Omer, chime in. But the key thing is that what the first step is is that we have to create a unified platform, and in this case we're creating a unified cloud platform, right? Where there's a single pane of glass to manage all that data, right? And also leveraging lots of analytics and telemetry data that actually comes from our infosite, right? We use all that, we make it easy for the customer, and all they have to say, and they're basically given the answers to the test. "Hey, you know, you may want to increase your capacity. You may want to tweak your performance here." And all the customers are like, "Yes. No. Yes, no." Basically it, right? Accept and not accept, right? That's actually the easiest way. And again, as I said earlier, this frees up the bandwidth for the IT teams so then they actually focus more on the business side of the house, rather than figuring out how to actually manage every single step of the way of the data. >> Got it. >> So it's exactly what Sheila described, right? The way this strategy manifests itself across an operational roadmap for us is the ability to change from a storage vendor to a data services vendor, right? >> Sheila: Right. >> And then once we start monetizing these data services to our customers through the GreenLake platform, which gives us cloud consumption model and a cloud operational model, and then certain data services come with the platform layer, certain data services are software only. But all the services, all the data services that we provide are hybrid in nature, where we say, when you provision storage, you could provision it on-prem, or you can provision it in a hyperscaler environment. The challenge that most of our customers have come back and told us, is like, data center control planes are getting fragmented. On-premises, I mean there's no secrecy about it, right? VMware is the predominant hypervisor, and as a result of that, vCenter is the predominant configuration layer. Then there is the public cloud side, which is through either Ajour, or GCP, or AWS, being one of the largest ones out there. But when the customer is dealing with data assets, the persistence layer could be anywhere, it could be in AWS region, it could be your own data center, or it could be your MSP. But what this does is it creates an immense amount of fragmentation in the context in which the customers understand the data. Essentially, John, the customers are just trying to answer three questions: What is it that I store? How much of it do I store? Should I even be storing it in the first place? And surprisingly, those three questions just haven't been answered. And we've gotten more and more fragmented. So what we are trying to produce for our customers, is a context to ware data view, which allows the customer to understand structured and unstructured data, and the lineage of how it is stored in the organization. And essentially, the vision is around simplification and context to ware data management. One of the key things that makes that possible, is again, the age old infosite capability that we have continued to hone and develop over time, which is now up to the stage of like 12 trillion data points that are coming into the system that are not corroborated to give that back. >> And of course cost-optimizing it as well. We're up against the clock, but take us through the announcements, what's new from when we sort of last talked? I guess it was in September. >> Omer: Right. >> Right. What's new that's being announced here and, or, you know, GA? >> Right. So three major announcements that came out, because to keep on establishing the context when we were with you last time. So last time we announced GreenLake backup and recovery service. >> John: Right. >> That was VMware backup and recovery as a complete cloud, sort of SaaS control plane. No backup target management, no BDS server management, no catalog management, it's completely a SaaS service. Provide your vCenter address, boom, off you go. We do the backups, agentless, 100% dedup enabled. We have extended that into the public cloud domain. So now, we can back up AWS, EC2, and EBS instances within the same constructs. So a single catalog, single backup policy, single protection framework that protects you both in the cloud and on-prem, no fragmentation, no multiple solutions to deploy. And the second one is we've extended our Hyperconverged service to now be what we call the Hybrid Cloud On-Demand. So basically, you go to GreenLake Console control plane, and from there, you basically just start configuring virtual machines. It supports VMware and AWS at the same time. So you can provision a virtual machine on-prem, or you can provision a virtual machine in the public cloud. >> Got it. >> And, it's the same framework, the same catalog, the same inventory management system across the board. And then, lastly, we extended our block storage service to also become hybrid in nature. >> Got it. >> So you can manage on-prem and AWS, EBS assets as well. >> And Sheila, do you still make product announcements, or does Antonio not allow that? (Omer laughing) >> Well, we make product announcements, and you're going to see our product announcements actually done through the HPE GreenLake for block storage. >> Dave: Oh, okay. >> So our announcements will be coming through that, because we do want to make it as a service. Again, we want to take all of that headache of "What configuration should I buy? How do I actually deploy it? How do I...?" We really want to take that headache away. So you're going to see more feature announcements that's going to come through this. >> So feature acceleration through GreenLake will be exposed? >> Absolutely. >> This is some cool stuff going on behind the scenes. >> Oh, there's a lot good stuff. >> Hardware still matters, you know. >> Hardware still matters. >> Does it still matter? Does hardware matter? >> Hardware still matters, but what matters more is the experience, and that's actually what we want to bring to the customer. (laughing) >> John: That's good. >> Good answer. >> Omer: 100%. (laughing) >> Guys, thanks so much- >> John: Hardware matters. >> For coming on "theCUBE". Good to see you again. >> John: We got it. >> Thanks. >> And hope the experience was good for you Sheila. >> I know, I know. Thank you. >> Omer: Pleasure as always. >> All right, keep it right there. Dave Vellante and John Furrier will be back from HPE Discover 2022. You're watching "theCUBE". (soft music)
SUMMARY :
Brought to you by HPE. and of course, the storage division. Always a pleasure, man. Explain the difference. So I'm responsible for the and that's the cloud service. Those are the products that That's the technology that, you know, the data is on-premises, On the GreenLake Console, you And it sounds like the Omer: 100%. It's separate but is that the cloud-operational and if they want it as a and it auto configures. And the key thing is simplicity. So just now the edge, and that is shipped out to your edge. it just shows up, plug it in, done. and then we activate those customers, for the data business the answers to the test. and the lineage of how it is And of course and, or, you know, GA? establishing the context And the second one is we've extended And, it's the same framework, So you can manage on-prem the HPE GreenLake for block storage. that's going to come through this. going on behind the scenes. and that's actually what we Omer: 100%. Good to see you again. And hope the experience I know, I know. Dave Vellante and John
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Pradeep Kumar, HPE | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Hi buddy. We're back. This is the Cube's coverage of H P's discover a big discover event this year, 2022 in Las Vegas. We're at the, what used to be called the sands convention center. Now the Venetian Dave Lotte for John furrier per deep Kumar is here. He is the senior vice president and general manager of HPE E's point next services where the rubber meets the road services is where it's at. That's that's where the value is. <laugh> right. >>It's absolutely >>Great to see you again, man. Thanks for coming on. Okay. >>Welcome John. Hopefully y'all are having a good time. >>Yeah, it's very nice to be. It was always great to be face to face. Right? It's nothing like it. Yeah, yeah, yeah. You know, we, we slog through two years of virtual and >>It was packed in keynote. Antonio's keynote was jam packed overflow rooms. Yeah. Um, and it was a big room. It wasn't a small room. It was huge. So that's a sign. Yeah. >>People are here good times. Yeah. People love to be here. Yeah. So >>What's the update with, with point next >>It's, uh, lot's happening. Lot's happening, right? Uh, the transformation is underpinned by point next doing the right thing and just, uh, transforming and helping customers to transform themselves as well with the pandemic it just caught on. Right. Everybody wants to do things faster, digitize things faster. And uh, we really bring the technology and the expertise. I think that's this pretty crucial, >>You know, what, what are the, how do you think about success rates with transformations on the one hand? It, it kept the industry going all industries going on the other hand, I feel like a lot of the transformations were rushed. I call it the forced March to digital. Yeah. Yeah. What failures did you see in that? Forced March and, and how are companies course correcting? Yeah, >>Really good question. <laugh> Dave, um, more than half of the transformations fail, right? So there was a BCG study done over 3000 customers over three years around the world. And, um, 57% of the transformations failed. Right. In the sense when somebody start to transform, they, they set it out a set of goals, scope it. This is what it is. They either didn't meet the goal or they spent more money than they should have, or they overshot the timing. Right. Or all of this about, so it's a staggering number, uh, a large piece of them fail. Yeah. Right. So, um, to answer your second question, Dave, so what are we finding out? Why are they failing and what are they, how are they course-correcting I think there's sort of, you know, we speak to customers all the time. So we get an idea of, you know, what's working and what's not working and there's sort of three things that keep on coming up. >>Right. One is, uh, senior management, CEO, CIO, commitment to the north star. Yeah. Right. Hey, are we tied in, are we doing this? The second thing is the, um, the alignment between it and the business and the functions. Right. If you don't agree on the goal set, if you don't agree on the timeline, uh, then it just, you know, don't work. <laugh> the third is expertise. The people underestimate the expertise. You need the discipline, you need to get stuff done. Right. And so these are the three and none of them are technology related. Yeah. I mean, you're heard they're all people related stuff. >>Right. But di I want to get your thoughts on this is a really important point. I love that commentary because what we're seeing as well is that with COVID now we're kind of third year post COVID, if you will. Yeah. I was just getting out of COVID. It caught a lot of people flatfooted. So people who were on a digital transformation either got stuck and fell down or failed, or they had a tailwind going into it and had momentum. They had alignment and they were filling gaps. They kind of crossed over at the right point and could succeed during the pandemic. But many people failed. Yeah. Because they didn't prepare, they didn't have the technology. They had too many gaps. They had antiquated old stuff. What have you learned? Because this is now ignited the services business because no one wants to have that happen again. Yeah. Can you share your experiences with that? With the customers that are going through that learning pain? What are their core issues? Some projects got doubled down on some got killed. Hey, we don't need that anymore. So what, what are the learnings? Well, tell, share us your perspective, cuz this is important. >>Yeah. So people want to do transformation, right? Absolutely. Because it's a must with COVID faster, quickly you want to get, but they also have to run the business because otherwise you don't have the EPS to support the transformation. Right. So it's, it's transform and perform. So we call it within HP perform while you transform and people who got that balance right. Created that flywheel, John >>Don't run outta gas in other words, translation. >><laugh> exactly. So second thing is, so you have a set of people, you have expertise and COVID you started losing people. Great resignation. You heard everything. Then you are trying to balance your people between, do you put them on transformation or do you put them on operating this stuff? This is where companies then now are realizing, Hey, if I put my best guys on transformation, I need to make sure this operations work well. So people are coming to us and saying, Hey, could you operate this one? Well, right. I mean, today we had somebody on stage, in low medical. Right. They, um, they got a ransomware hit and they had been using us, um, to do all the operations. And when hit hit, we were like switched on. They're like, I mean, on stage they're like you guys were golden, took care of the situation. So if you didn't have any extra help of some expertise, then you are really suffering. Right? >>Yeah. We heard this too. From partners we heard during the pandemic, a lot of the partners stepped up the channel and ISV partners. Yeah. Because they could. Yeah. And that was another key point. Yeah. It all comes together. I love to perform and transform Dave, cuz this is about running the business. Cuz you have cyber security as a serious problem right now. Yeah. That's also part of the transformation. Yeah. Where's the overlap. What are the areas that you're seeing, where you gotta operate and transform? Where's the hot zone. So to speak with customers, is it cyber? Is it, is it, uh, data, data? >>I would say clearly data is number one, right? In anything. Now data, data modernization is the key. Otherwise you are not changing your company the way you do things. So we just announced four real big stuff, addressing, uh, data migration. Right. Um, one of the problems so people have is quality of data. Quality of data is not good. They exist in silos. Mm-hmm <affirmative>, it's not in a platform form where you can really take the data, get the insights and use it for your future. Right. I mean that's a key problem, right? Yeah. So you, you hire a few data scientists. They come in, they're doing, they're spending the time on housekeeping data rather than actually doing data science, >>Data engineering, not just wrangling, it's a lot of engineering going on. >>Absolutely. Okay. >>Absolutely. So that's a well known problem. Uh, but as you said before that it's not really a technology problem. I think it's an organizational issue and part of the problem. And I wonder if you're seeing this within your customer base, is this idea that we're gonna try to put everything into some kind of central repository. Yeah. And then we're gonna create a hyper specialized team. That is the goal between the data that you need <laugh> and the insights, right? Yeah. To get the insights. And we're seeing this dispersion of the expertise, which put, putting more responsibility into the line of business, a new data architecture, new organizational thinking. Are you seeing that? Are there particular industries where that's happening more, more quickly where the context which LA is lacking in the centralized team is actually going out to the lines of business where the data quality will be inherently improved. >>Yeah. I think it's like implementing ERP systems. I mean, people who try to create massive data lakes, I don't think it's going to work. Right. Because it's like, nobody has the time to wait for three years until you have structured data in a particular way. The other thing is some of the data companies were take people like that who came in are no more because things are changing at a rapid pace. So anything if you're doing, that's taking too long to get your act together, the market has moved on. You may not be even in that business. So what people are doing Dave is sort of microservices, they're cutting it into pieces and saying, let me get the best, vast, quick, and make it work. And then creating the fly wheel of changing other things that are priority for their. >>So they're getting tactical with their absolutely >>Getting >>Quick wins. Absolutely >>Inviting >>Off smaller. >>Well that's the data. The data thing is, is a cyber problem too. Cuz data is helping cyber, but machine learning feeds off data. Yes. So if you have gaps or blind spots, machine learning isn't as good. So machine learning is only as good in the eye is only as good as the data. Yeah. It can see. Yeah. >>Yeah. >>So that's means it's gotta be fast available, not siloed. So, but you, so this is a balance. What do I silo and protect for compliance. Yeah. And what can I address quickly? Low latency. >>Yeah. If I may add John, the other thing is because there's so many passwords used in the industry. Right. Um, and AIML is one of those, right? So everybody then businesses pick up an area for AI and ML. They do a little pilot, they do a POC and it works well and they're extremely happy <laugh> and then they try to scale it across the whole enterprise. Yeah. And it's a complete failure because most of the time it doesn't work. Right. >>But your data lake comment actually translates over your point there because you can spend, I had a quote on the last event I went to, the quote was we spend all of our time trying to figure out what the latest open source machine learning is. That's a full-time job. So the data lake is heavy lift. Just understand what's going on there. Tracking machine learning yeah. Is a full time job even and changes. >>Absolutely. So >>The change, what does that mean to the customer? That managed services are gonna be part of it? How do the customers tame that moving train that's happening around these really important areas? >>Yeah. So, um, I think, um, customers do need help. So I think they need to be open to ideas of, okay, what is the expertise we need for where we want to get to? And some may be available inside some, they need to go for help outside. I mean, that's a reality, right? So you need to open your eyes and say, I've got, let me put my best people, maybe on transformation. Let me take the people with some expertise, knowledge on different things, right. Mm-hmm <affirmative> and shortsighted companies. What they do is John, they just automate what's their current. And that's not a transformation in the end, you look back and say, >>That's incremental. >>You didn't achieve anything. Right. Because you haven't transformed your processes. You haven't chained the theme, you just automated what the garbage and garbage out. It's the, the same crap that comes out. So >>How much of the work that point next does is, um, I'll, I'll say, you know, consultative in terms of be being that change agent. Right? Cause again, we back think about data. Yeah. A lot of it is, is thinking about the organization. Yeah. Decentralizing, you know, making that decision, uh, thinking in different terms, around data products, um, having the lines of business, maybe take more responsibility for, and, and those are internal decisions. Yeah. And they have customers have, certainly have a lot of expertise around, but they sometimes need a change agent. Do you play that role? Is that a, a GSI that plays that role? >>Yeah. So, uh, it's a mixed bag. Uh, we play the role in some places and then, uh, some SIS would also play, play that role. Okay. Um, more of the point next is if, if you take a customer engagement advisory, professional services, then actually maintaining their landscape and then manage services, which again, sort of you monitor, but you also provide some info on how to manage it. Right. In those three pieces, Dave, the top piece and the bottom piece are the big pieces. Customers want expertise on the middle piece is getting automated because systems are getting smarter. They are self-healing. And in the middle piece, what people want is knowledge. So say for example, you have an enterprise it's not working well. They want it knowledge up front, tell me where it's broken or what do we need to do? And that's it. Right. Um, and they want to fix it themselves. It's just like consumer. Right. So, um, that's the way it's working. >>So the reason I ask that is we we're having a data discussion here. Yeah. And, and I think that a big role that you can play in the data transformation is to provide self-service infrastructure. Yes. Uh, right where the, the technical pieces or an operational detail. Absolutely. Okay. And then the, the second is that you just touched on it is, is, is automated, automated governance and security. So that when I share data, I know that it's going to the right place. That individual has the proper access to it. So those are two sort of white spaces I think. And a lot of organizations where they need help big >>Wide spaces >>Actually. Absolutely. Absolutely. Yeah. And that, that middle please is a complete cloud experience. Mm-hmm <affirmative> right. Everything is going to be digitalized. Everything's going to be automated. And um, so you know, people can use it any way they want, >>Do you see hybrid as a steady state? I mean, know, we gotta wrap up. We don't a lot of time left. Yeah. The real quick hybrid we've been saying here in the cube, it's it's gonna be a steady state for a long, long >>Time. Absolutely. Absolutely. And it would be, you know, OnPrem off Preem multi-cloud but it's going to be hybrid world >><laugh> all right. Hybrid world. >>Thank you so much. Hybrid >>Cube cube hybrid cube >>Was great to have you on you're so articulate and, and it's just wonderful to see you. Thanks. Thanks. >>Thank you. Thanks Dave. >>Thank you, John. And thank you for watching John furry, Dave Valante, we'll be back with the cubes coverage of HPE. Discover 2022 in Las Vegas. Right after this short break we're live.
SUMMARY :
This is the Cube's coverage of H P's discover a big discover event Great to see you again, man. It was always great to be face to face. So that's a sign. Yeah. next doing the right thing and just, uh, transforming and helping customers to transform I call it the forced March to digital. So we get an idea of, you know, what's working and what's not working and You need the discipline, you need to get stuff done. They kind of crossed over at the right So we call it within HP perform while you transform and people who got So people are coming to us and saying, Hey, could you operate this one? What are the areas that you're seeing, where you gotta operate and transform? you can really take the data, get the insights and use it for your future. Absolutely. that you need <laugh> and the insights, right? Because it's like, nobody has the time to wait Absolutely So if you have gaps or blind spots, So that's means it's gotta be fast available, not siloed. And it's a complete failure because most of the time it doesn't work. So the data lake is heavy lift. So the end, you look back and say, Because you haven't transformed your processes. How much of the work that point next does is, um, I'll, more of the point next is if, if you take a customer So the reason I ask that is we we're having a data discussion here. And um, so you know, people can use it any way they want, Do you see hybrid as a steady state? And it would be, you know, <laugh> all right. Thank you so much. Was great to have you on you're so articulate and, and it's just wonderful to see you. Thank you. Right after this short break we're live.
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