Hewlett Packard Enterprise (HPE) once again came in No. 2, with 16.3 percent revenue share or $3.81 billion.
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The new converged infrastructure combines IBM’s NVMe flash storage and software with Mellanox networking on Nvidia servers. It also uses Nvidia’s AI software stack.
Adding these policy-based security capabilities to the Pivot3 Intelligence Engine enables customers to integrate data encryption and key management into the same workflow for managing applications and storage.
Data center interconnect equipment revenue will increase 85 percent over the next five years, from $2.7 billion in 2017 to $5.1 billion in 2022, according to Dell’Oro Group.
“Most software that’s used for monitoring comes from software companies. We built this software out of operational need and we built it as users of the technology,” said Optanix CSO Edmond Baydian.
As part of this partnership, systems integrators and value-added resellers will be able to brand and personalize Intel servers running Nutanix software.
The partners expanded their support for Pluribus’ network operating system and cloud fabric software on five additional Edgecore white box, top-of-rack switches.
The elephant in the room on both earnings calls was the VMware-AWS relationship. The latest offering — AWS branded servers running in customers’ on-premises data centers — could hurt legacy hardware vendors like Dell.
Two VMware customers, a Texas Education Service Center and a nationwide hospice company, say NSX and vRealize Network helped them secure and manage networks.
The company is working with VMware on the new Amazon Outposts initiative. Considering VMware’s sister company Dell EMC makes hardware, this could have some interesting implications.
“Our dominance in the core is why VMware avoids doing PoCs in accounts when we are in a head-to-head fight,” said CEO Dheeraj Pandey.
NooBaa’s hybrid and multi-cloud management technology will be integrated with Red Hat’s storage offerings.
The vendor’s resiliency also improved airport security. “With security you can’t afford any downtime,” said the director of IT and security at Charleston International Airport.
The vendor-agnostic software collects 300 million data points daily, analyzes the data, consolidates alarm notifications, and makes recommendations from a centralized console.
The deal would be a major win for TSMC as it challenges Intel’s dominance in the data center.