I’m getting a ton of messages asking why $AVGO is rising and $NVDA isn’t.
In two images, you have XPU with growth rising for the next three years while GPUs growth percentage is declining, despite being a much larger total market.
We see upside for Nvidia as it continues to dominate the GPU market, but Broadcom is getting the tailwind of growth acceleration in custom AI chips.
Snapshots, snapshots, snapshots in #vSAN ESA. A great demo from @DuncanYB showing hardly any measurable difference in performance no matter how many snapshots taken. @VMwareExplore
The new factory-integrated HPE vSAN Ready Node provides HPE-engineered, VMware-certified #HCI solutions preconfigured on select #HPEProLiant servers with the right balance of processor, memory, and storage options to match #workload requirements. https://t.co/fBE6dVWGCB
We studied a number of ML/AI companies.
Tl;dr while it’s early days they tend to have different margin, scaling and defensibility properties from traditional software.
We draw from this to offer some thoughts on how to think about operating them.
https://t.co/IVefua9PXQ
Support experience remains strong focus in our HCI management. vSAN and vSphere team now join substantial efforts with Skyline team to deliver proactive but consistent support experience across HCI stack no matter which tool you are in. More to come.
.@vmwarevSAN and #vROps are a dynamic duo!
Learn how they operationalize management and automate intelligence in your modern #HCI: https://t.co/CbjuOt7A2L
Am now fully though a decent draft of my #AWS#reInvent keynote, and it’s chock-full. Gonna try to squeeze 4 hrs of content into less than 3. Will be action-packed end to end. Had to move a bunch of things out, so expect some goodies in the next two weeks.