Profiting From The GenAI Boom Is Tough Even If It Democratizes
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
Generative AI and the various capacity and latency needs it has for compute and storage is muscling out almost every other topic when conversations turn to HPC and enterprise. …
Customers of Hewlett Packard Enterprise have one foot on the gas and one foot on the brakes at the same time that the company is transitioning from selling gear outright to customers to selling them subscriptions that spread the cost – and therefore HPE’s recognized revenues – out over time. …
Nearly two years ago, Hewlett Packard Enterprise rolled out a new battle plan for storage and a new kind of storage array to implement it. …
Three years ago, Hewlett Packard Enterprise was the first major hardware and software infrastructure vendor to announce plans to make its entire portfolio available as a service, setting 2022 as the deadline for making that happen. …
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. …
Both Hewlett-Packard and Compaq, which also included parallel database system maker Tandem and minicomputer innovator Digital Equipment Corp when HP bought Compaq for $25 billion back in September 2001, had histories as platform providers but the combined companies were not able to create on the X86 platform the kinds of venerable platforms such as the HP 3000 and DEC VAX and AlphaServer minicomputers, the HP 9000 Unix systems, or the Tandem NonStop systems. …
It is the nature of the many businesses that Hewlett Packard Enterprise remains in, after spinning off printers, PCs, services, and software, that it still has many ups and downs and there is always one business that can pull down the others. …
Hewlett Packard Enterprise was a bit ahead of the curve when it announced in 2019 that by this year it would be offering its entire product portfolio as a service and that its GreenLake hybrid cloud platform would be the foundation of the effort. …
Since launching GreenLake in 2018 and promising that all of its portfolio would be available as services by next year, Hewlett Packard Enterprise has been on a sprint to build up the capabilities of the platform. …
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