Compute

A Tale Of Two Enterprise IT Beasties

The so-called “Magnificent 7” or “Super 8” hyperscalers and cloud builders of the world may comprise a substantial slice of worldwide sales of servers, storage, and networking, and the cloud capacity and hyperscale services they provide may in turn represent a significant – but nowhere near dominant – chunk of overall IT spending.

Compute

IT Spending Prognostication During The Great Infection

The Great Infection is unique among recessions in that it is essentially a self-imposed economic downturn, not the result of over-exuberance or excess optimism or greed, but by a spikey ball of fat that is not alive but is more like a self-replicating biological machine that only knows how to do one thing: Copy itself if it reaches the right sticky environment in time before it dries out and falls apart.

Compute

The Serious Business Of Being A Server OEM

Not everybody is a hyperscaler or large public cloud builder, and no two companies are happier about that than Dell Technologies and Hewlett Packard Enterprise, the two largest original equipment manufacturers in the world for servers and storage and also the two companies that chased plenty of sales at these webscale datacenter operators in years gone by but which have learned, of necessity, to walk away from deals where they can’t make money or even lose money.