The Hewlett Packard that Carly Fiorina and Mark Hurd created through aspiration and acquisition is hardly recognizable in the increasingly streamlined Hewlett Packard Enterprise that Meg Whitman is whittling. …
Servers are still monolithic pieces of machinery and the kind of disaggregated and composable infrastructure that will eventually be the norm in the datacenter is still many years into the future. …
It takes a lot of engineering talent, time, and money to create custom interconnects that are the basis of scale-up servers, which is one of the reasons that so few companies have been able to sustain that investment over the years. …
The IT sector was bracing for a slowdown in system spending a few weeks ago, but it doesn’t look much like a slowdown has materialized, despite warnings from server adapter card maker QLogic that its business had slowed because the ramp for Intel’s “Haswell” Xeon E5 v3 processors and their “Grantley” server platform was not as fast as QLogic hoped. …
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