In this ESG On Location Video, ESG's Mark Peters and Bob Laliberte provide their insights on HPE Discover 2018, held in Las Vegas.
Read the related ESG Blogs:
- Discovering a Renewed HPE by Mark Peters
- HPE Re-Discovers Its Roots and Looks Forward to an Intelligent Edge by Bob Laliberte
Announcer: The following is an ESG On Location video.
Mark: Welcome to HPE Discover here in Vegas. Out of these conferences, it's interesting to talk about the usual, the unusual, the new, the old. I'm standing in front of these green rectangles because they represent something usual that we've seen before, but there was also a lot of new and unusual things here. So talking about the usual. Whenever you come to these conferences for big system vendors, you're gonna here a lot of the same terminology, whether that is cloud, or edge, or machine learning, whatever it might be these days. You also hear some things that were, if you like, new before and are coming to fruition. Memory-driven computing is something that is now actually becoming real, as far as HPE goes.
The biggest new thing here is the leader of the company, Antonio Neri who's taking over, and with him, also a bunch of people moving around and new people coming into the company as well. One of the key takeaways here and it's really interesting to talk about this at the beginning of this report is a palpable sense of urgency, almost a little sort of anger, if you like, amongst the employees of the company, that they don't get enough credit. So I think we'll see more of that over the coming years.
But meantime, to get into some of the specifics of what I'm now gonna start calling "Big Green" is doing, I'm gonna hand it to my colleague, Bob Laliberte.
Bob: HP now has a new CEO, Antonio Neri. And potentially a nod to HP's roots, there's now an engineer running the company. Couldn't be more clear evidence of that when in his keynote, he announced that he was now going to be committing $4 billion over the next four years to innovation in what they refer to as the Intelligent Edge. This is clearly an area of focus for HP and an area where Antonio believes there's going to be a lot of future growth.
That coincided really well with a lot of the key themes that were reiterated throughout the course of the event of the last few days. Organizations need to be edge-centric, cloud-enabled, data-driven. There were a number of announcements this week that really helped drill that home, the first of which was a GreenLake announcement for Flex Capacity for partners. And what this is going to do is allow partners to deliver on-premises equipment and solutions in a capacity-based pay-as-you-go model. GreenLake will be a hybrid cloud offering. Now this offering leverages the capabilities of the newly acquired companies like Cloud Technology Partners and RedPixie to enable organizations to develop and build hybrid cloud environments between their own customer prem and with AWS or Azure for now, with more to follow.
Another key announcement was around the software-defined branch. While it was this specific announcement was adding SD-WAN, it was more than just adding the feature, it was the integration of SD-WAN into Aruba's Cloud Central and also into ClearPass as well. And what that enabled organizations to do now is to provide unified management and policy across the wired, wireless, and WAN. So a big advantage for those organizations looking to simplify and provide a higher level of security across those branch offices back to the data center or to cloud environments.
There are also Edgeline converged infrastructure that was announced, to allow organizations to bring enterprise apps out to the edge and connect to the clouds in a rugged, compact format. And there was also announcements around memory computing, where instead of the data coming to the compute, the compute goes to the data and for manipulating high volumes of data at very high rates of speed. And this last piece is probably more indicative of the innovation that HP is looking to drive and bring back into its portfolio.
Mark: So there's an enormous amount going on at HPE. One of the things I mentioned at the beginning that's a challenge with this sort of show in this sort of big company, however, is the simple fact that you're gonna hear a lot of the same words. So you hear about cloud. You hear about edge. You hear about data transformation. You hear about big data. You hear about machine learning and so on. It's difficult sometimes to separate the actual word from the meaning and impact of the word.
So just as a strange comparison, I happen to be watching the TV and looking at the weather forecast for Las Vegas. Now, you can stand in many parts of the globe and hear the word hot. Here in Vegas, hot really means something, as you can see. And this is the thing, I think, for HP. It may use many of the same words, as many other vendors in the industry, but I think the breadth and ability of HPE means that when it says some of these things, it really means something.
At the last Discover, I was at Milan, I talked about the fact that the company was very hot from a technology perspective, but really haven't managed to make itself cool. And I think some of the cultural change, some of that palpable feeling of energy is really what's gonna make a difference. So if I was to sum it up, yes, there was a lot of talk at this conference about HPE investing in the edge, but I think what we're gonnas see is HPE actually getting a little edge of its own.