HPE Embraces Agentic AI and Signals a Power Shift in Enterprise Ops

I was on the ground this week at HPE’s annual Discover conference in Las Vegas. At the conference HPE made a slew of announcements that demonstrated a significant shift in both their direction and ultimate value to enterprise customers. In…

Revolutionary AI PCs Transform Enterprise Consumption Patterns

At Microsoft’s Build 2024 event this week, Microsoft and Qualcomm announced new Surface PCs with Microsoft’s AI Copilot technology running inside a PC based on Qualcomm’s Arm-based processor. The combination of this announcement creates a significant shift in how the PC market…

Splitting up big enterprise companies could be a good thing

This may be a bit controversial and/or counterintuitive…but hear me out. For years, people have talked about splitting up large enterprise companies for antitrust reasons. On the surface, breaking up large companies for antitrust reasons may seem like a good…

Is cloud computing more expensive than alternatives?

This question seems to come up every year. Yesterday, there was a thread on Twitter that again raised the question of whether public cloud is cheaper than the alternatives. I wrote about this a few years ago in the post ‘Is public…

Analyzing the Dell Technologies strategy from a CIO perspective

Dell Technologies has embarked on an ambitious strategy that encompasses many things of interest for the transformational CIO. It starts with their ‘moonshot’ goals and continues into value, risk, reputation, trust and specific technological solutions for the enterprise. AIMING FOR…

Charting the path forward for VMware

VMware has long served as a key partner for enterprises. For roughly two decades, their VM-based technology and management tools served as a solid base to support enterprise applications. Over the past decade, the enterprise applications have shifted in new…