In a world where Nvidia is allocating proportional shares of its GPU hotcakes to all of the OEMs and ODMs, companies like Dell, Hewlett Packard, Lenovo, and Supermicro get their shares and then they turn around and try to sell systems using them at the highest possible price. …
Like many of you, we are trying to find out what the heck is really going on in the global economy. …
When three years ago Dell rolled out its Apex initiative, the massive IT supplier was joining a growing list of tech companies like HPE, Lenovo, and Cisco who were adapting to a rapidly expanding multicloud world by making their product portfolios available in a cloud-like, as-a-service model. …
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
In a lot of ways, the impact of the COVID-19 pandemic on The Kraft Group was no different than most other companies around the world. …
It is tough to get excited about mature markets that grow at a steady rate unless it happens to be the most profitable part of the market. …
The datacenter is becoming hyperdistributed and incorporating some multiple of capacity – 2X, 3X, 4X, or maybe 10X – outside of the traditional datacenter walls because applications and storage live increasingly at the edge. …
If you want to figure out what is going on with spending on the corporate datacenters of the world, a good place to start is to examine the financial results of Hewlett Packard Enterprise and Dell Technologies, which are still the two largest original equipment makers for servers in the world. …
For the past decade or so, unless enterprises wanted to build more of their own datacenters, the cloud providers were the only game in town to tackle new workloads at massive scale. …
When Amazon Web Services, Microsoft Azure, and other hyperscale public cloud providers started becoming a force in IT almost a decade ago, questions arose about what the future looked like for traditional datacenter hardware providers like Dell and Hewlett Packard Enterprise. …
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