Showing posts with label Dell. Show all posts
Showing posts with label Dell. Show all posts

Tuesday, June 9, 2020

A10 Networks teams with Dell Technologies OEM

A10 Networks is working with Dell Technologies OEM | Embedded & Edge Solutions on solutions that combine A10’s hybrid-cloud-ready software with purpose-built Dell Technologies hardware for encrypted application delivery, advanced load balancing, and SSL visibility.

The new A10 Thunder ADC, designed on Dell EMC PowerEdge R640XL and R740XL servers, as well as Dell EMC Virtual Edge Platform 4600, is a single-service platform that enables:​

  • Application availability to maintain uptime for web applications and data center and cloud infrastructure​
  • Application acceleration to deliver a better user experience, maintain SLAs and optimize server utilization ​
  • Application security to enhance the existing security infrastructure and protect against the latest threats, while providing SSL/TLS offload for encrypted server traffic


​The A10 Thunder MVP, designed on Dell EMC PowerEdge R640XL and R740XL servers, enables multiple services, including Thunder ADC and Thunder SSL Insight (SSLi).​ The Thunder MVP:

  • Improves operational agility and flexibility by running multiple independent instances on a single optimized and accelerated hardware platform. Each can run a different version and can be restarted separately
  • Delivers Thunder ADC instances, providing increased uptime, faster user experience and attack prevention for highly available, accelerated and secure applications
  • Integrates Thunder SSLi instances, providing security devices with decrypted SSL/TLS traffic visibility to stop data leaks and end-user attacks, for a foundation for Zero-Trust.​ A10 URL filtering and threat intelligence options can be added for enhanced user security

All the solutions can be augmented by the A10 Harmony Controller to ease SecOps and DevOps deployments, simplify application lifecycle management, integrate into CI/CD workflows and enable fast troubleshooting with advanced drill-down analytics and central management, providing IT operations a consistent on-premises and multi-cloud operational experience.

“As a leader in the enterprise market, it was a natural decision for A10 to work with Dell Technologies OEM | Embedded & Edge Solutions to bring our application delivery and security solutions to our customers. Our turnkey solutions will help customers tackle the current and emerging business challenges of providing secure and available applications and ensuring networks are protected against attacks in this multi-cloud world,” said Dhrupad Trivedi, president and CEO of A10 Networks.

Tuesday, April 28, 2020

Pluribus and Dell build SDN-enabled IoT Video Security Fabric

Pluribus Networks and Dell Technologies have developed an SDN-enabled networking solution to simplify the provisioning and operation of IoT video networks for security and surveillance.

Pluribus said its IoT Video Security Fabric creates a unified, automated multi-site network fabric with highly efficient multicast streaming that enables full visibility and one touch fabric-wide provisioning for efficient operations. The  SDN-enabled distributed multicast forwarding architecture delivers high performance and bandwidth efficiency over any existing transport network without the complexity of typical multicast networking technology. The IoT Video Security Fabric also incorporates secure traffic segmentation to ensure IoT video streams are isolated from other applications. Organizations deploying IoT video networks now have a powerful, flexible and secure solution that eliminates much of the complexity and expense of traditional IP networking infrastructure. The Pluribus Netvisor ONE operating system and Adaptive Cloud Fabric run on the Dell EMC PowerSwitch.

“The IoT Video Security Fabric is a powerful and innovative approach developed specifically to address customers’ IoT video networking pain points,” said Drew Schulke, vice president of Networking for Dell Technologies. “We see this as another option to provide our customers with a secure way of streaming video.”

“Organizations of virtually any size and scope can benefit from a network that delivers IoT video streams to multiple endpoints with on-demand network reconfiguration, but traditional IP networking architectures have been too expensive, inflexible and operationally complex to meet these requirements. That changes with the IoT Video Security Fabric we’ve introduced with Dell Technologies. Now IoT video security can be deployed and operated cost-effectively over any IP-capable network,” said Kumar Srikantan, CEO at Pluribus Networks.

Sunday, February 23, 2020

WWT and Dell develop/validate telco blueprints

World Wide Technology (WWT) and Dell Technologies are opening a new Center of Excellence to create replicable solution blueprints for the service provider industry.

The solution blueprints will be built on top of an optimized Dell Technologies infrastructure stack and be demonstrated in WWT’s Advanced Technology Center (ATC), a testing and validation facility equipped with roughly $1 billion in hardware and software. The Center of Excellence will tap into WWT’s capabilities as a Dell Technologies’ Titanium Black Partner and launch with a focus on mobile edge computing (MEC), industry-specific IoT, telco cloud, data analytics and network function virtualization (NFV).

“As businesses continue to work at unparalleled speeds, organizations must identify ways to simplify and streamline their existing and new networks,” said Kevin Shatzkamer, vice president, Dell EMC Enterprise and Service Provider Strategy & Solutions. “This center of excellence brings together the best of Dell Technologies and WWT to rapidly deploy solutions at scale and reduce the complexity for service providers, allowing them to focus on their core business.”

“Service providers are focused on creating new revenue streams and decreasing their time to achieve that revenue,” said Joe Wojtal, CTO of WWT’s Global Service Provider organization. “The WWT/Dell COE will enable service providers to more easily consume the underlying infrastructure required to deploy new services allowing them to be more agile in creating those new services.”

Tuesday, February 18, 2020

Orange Business picks Ekinops and Dell for uCPE

Orange Business Services has chosen Ekinops and Dell Technologies as partners for a new universal customer premise equipment (uCPE) solution.

The uCPE solution, which is a result of co-innovation between companies, combines Enterprise Branch Server IT and Virtualization Management. It uses hardware provided by Dell Technologies OEM | Embedded & Edge Solutions running middleware built by Ekinops. It will allow enterprises to consolidate their site connectivity and functionality with virtual network functions (VNF) management.

Enterprises can install VNFs remotely to a uCPE deployed at any site. A single box can run multiple network functions, such as routers, SD-WAN, firewalls and WAN optimization, allowing customers to provision new sites and services much more quickly. The Ekinops VNF certification program currently has certified over 30 third-party VNFs.

“Our global enterprise customers require increased flexibility in terms of connectivity solutions and infrastructure optimization. This uCPE solution developed with Ekinops and Dell Technologies will give enterprises further choice in terms of deployment and reinforces our ecosystem-based approach. We believe that flexible solutions such as these are essential for customers looking to run an increasing number of services at the Edge,” said Anne-Marie Thiollet, Vice President, Connectivity Business Unit, Orange Business Services.

“The combination of our middleware and VNFs with the powerful uCPEs and global presence of Dell will ensure the best possible quality, performance and support for Orange enterprise customers. We are committed to help service providers adopt software-defined networking, and our growing line of software products has proven to be at the cutting edge, as this announcement attests,” said Didier Brédy, Ekinops CEO.

“Our uCPE range offers an ideal solution for service providers who are looking to modernize operations for connecting branch locations to the WAN, reduce complexity and foster business impact,” said Sanjay Tyagi, Vice President and General Manager, EMEA OEM | Embedded & Edge Solutions, Dell Technologies.

http://www.orange-business.com

Dell sells RSA for $2.075 billion

Dell Technologies agreed to sell its RSA subsidiary to a consortium of investors led by Symphony Technology Group (STG), Ontario Teachers’ Pension Plan Board (Ontario Teachers’) and AlpInvest Partners (AlpInvest). The deal was valued at $2.075 billion in cash.

RSA provides risk, security and fraud teams with the ability to holistically manage digital risk, including threat detection and response, identity and access management, integrated risk management and omnichannel fraud prevention. The company claims more than 12,500 customers.

“As one of the world’s elite security brands, RSA represents a great opportunity for solving some of the rapidly developing customer challenges that go along with digital transformation,” said William Chisholm, Managing Partner at Symphony Technology Group. “We are excited and fully committed to maximizing the power of RSA’s talent, expertise and tremendous growth potential and continuing RSA’s strategy to serve customers with a holistic approach to managing their digital risk.”

“This is the right long-term strategy for Dell, RSA and our collective customers and partners,” said Jeff Clarke, Chief Operating Officer and Vice Chairman, Dell Technologies. “The transaction will further simplify our business and product portfolio. It also allows Dell Technologies to focus on our strategy to build automated and intelligent security into infrastructure, platforms and devices to keep data safe, protected and resilient.”

Wednesday, November 13, 2019

Dell offers pay-per-use model for on-premises infrastructure

Dell Technologies wil offer its PowerOne on-prem infrastructure on as an on-demand service with flexible consumption plans beginning later this month.

Dell Technologies on Demand promises hybrid cloud agility with the control and performance of on-premises infrastructure. Customer can choose between several flexible pay-per-use options, along with global support, deployment, and managed services.

The company's PowerEdge server portfolio also now available with a processor-based usage measurement option for compute at the core.

“The multi-cloud world is here and will only grow, which means customers need on-demand and consistent infrastructure that yield predictable outcomes across all of their clouds, data centers and edge locations,” said Jeff Clarke, vice chairman, Dell Technologies. “Dell Technologies On Demand makes it possible for organizations to plan, deploy and manage their entire IT footprint.They can choose how they consume and pay for IT solutions that meet their needs with the freedom and flexibility to evolve as their needs change over time.”eek c

Dell EMC PowerOne aims for autonomous infrastructure

Dell Technologies introduced "PowerOne: autonomous infrastructure that integrates its PowerEdge compute, PowerMax storage, PowerSwitch networking and VMware virtualization into a single system that features a built-in intelligence engine to automate thousands of manual steps over its lifecycle.

The automation engine takes advantage of a Kubernetes microservices architecture and uses Ansible workflows to assist users by automating the component configuration and provisioning, delivering a customer-managed datacenter-as-a-service.

Dell said a key innovation with its PowerOne infrastructure is a single system-level application programming interface (API) that gives users the control to create business objective-specific pools of resources. This API can be tied into existing tools, such as service portals, to deliver programmable versus manual IT operations. This is known as Infrastructure as Code - virtually eliminating the need to log in to individual component management systems. With PowerOne, organizations can create

“PowerOne autonomous infrastructure automates IT so customers can focus less on managing technology and more on benefiting from it,” said Jeff Boudreau, president, Dell Technologies Infrastructure Solutions Group. “As we look to the future, PowerOne offers a tremendous leap forward. It helps customers focus on unleashing the power of data, allowing IT teams to innovate and achieve business goals faster."

PowerOne components include:

  • PowerOne Controller: This onboard appliance is the automation engine. It uses a Kubernetes microservices architecture and Ansible workflows to automate the configuration, provisioning and lifecycle management of the components.
  • PowerEdge MX:  This modular server’s no-mid-plane design enables PowerEdge MX to support multiple generations of technology releases, such as microprocessors, new storage types and new connectivity innovation, well into the future. PowerOne automates this kinetic infrastructure, assigning resources as required to deliver a truly dynamic compute experience that scales according to need.
  • PowerSwitch: Dell EMC switches power some of the largest web-scale environments in the world and offer users a choice of operating systems to best fit their requirements. PowerOne reduces complexity by abstracting and automating the switch hardware so that the virtual network is automatically provisioned for VMware workloads.
  • PowerMax: dubbed the world’s fastest storage array. PowerOne automates storage provisioning and zoning and dynamically expands new cluster groups when it detects new resources.
  • PowerProtect: To safeguard the data’s value, PowerOne also can benefit from the full PowerProtect data protection portfolio to address ever-changing growth and governance requirements. This offers cloud-enabled protection storage, integrated appliances and software-defined solutions.

Thursday, August 15, 2019

AT&T partners with Dell on Open Source Edge software -- Project Airship

Dell Technologies and AT&T agreed to deepen their collaboration on open source edge architecture. Specifically, the companies will collaborate in the open-source community to:

  • Align on an overall vision of network disaggregation and accelerate the deployment of open infrastructure and AT&T Network Cloud utilizing Airship - a collection of loosely coupled, but interoperable, open-source tools that declaratively automate cloud provisioning and life-cycle management utilizing containers as the unit of software delivery.
  • Catalyze the broader Airship community to accelerate Airship toward a 2.0 release, delivering a streamlined aggregator of best-of-breed open technologies for declaratively deploying and managing Kubernetes environments and cloud software.
  • Jointly develop and enhance additional open-source efforts, including Metal3-io and OpenStack Ironic, and integrate the Kubernetes Cluster API.
  • Deliver open-source automation capabilities across the stack - from bare metal to network to storage - on Dell Technologies infrastructure.

"Dell Technologies' addition to the Airship community reaffirms the industry's growing trust and investment in the open infrastructure model," said Amy Wheelus, vice president, AT&T Network Cloud. "This collaboration will not only enable us to accelerate the AT&T Network Cloud on the Dell Technologies infrastructure, but also further the broader community goal of making it as simple as possible for operators to deploy and manage open infrastructure in support of SDN and other workloads."

"Dell Technologies is working closely with AT&T to combine our joint telco industry best practices with decades of data center transformation experience to help service providers quickly roll out new breeds of experiential Edge and 5G services," said Kevin Shatzkamer, vice president, Dell EMC Service Provider Solutions. "As the world leader in servers, storage and personal computers, Dell's world class supply chain is best positioned to deliver the cost structure, predictability and access to emerging infrastructure technologies required to enable the transition to a more open, disaggregated mobile network."

Project Airship aims for fully containerized clouds - OpenStack on Kubernetes

AT&T is working with SKT, Intel and the OpenStack Foundation to launch Project Airship, a new open infrastructure project that will offer a unified, declarative, fully containerized, and cloud-native platform. The idea is to let cloud operators manage sites at every stage from creation through minor and major updates, including configuration changes and OpenStack upgrades.

AT&T said the project builds on the foundation laid by the OpenStack-Helm project launched in 2017. In a blog posting, Amy Wheelus, vice president of Cloud and Domain 2.0 Platform Integration, says the initial focus is "to introduce OpenStack on Kubernetes (OOK) and the lifecycle management of the resulting cloud, with the scale, speed, resiliency, flexibility, and operational predictability demanded of network clouds."

She states that AT&T will use Airship as the foundation of its network cloud running over its 5G core, which will support the launch of 5G services in 12 cities later this year.  Airship will also be used by Akraino Edge Stack, which is a new Linux Foundation project for creating an open source software stack supporting high-availability cloud services optimized for edge computing systems and applications.

"We are pleased to bring continued innovation with Airship, extending the work we started in 2016 with the OpenStack and Kubernetes communities to create a continuum for modern and open infrastructure. Airship will bring new network edge capabilities to these stacks and Intel is committed to working with this project and the many other upstream projects to continue our focus of upstream first development and accelerating the industry," stated Imad Sousou, corporate vice president and general manager of the Open Source Technology Center at Intel.

http://airshipit.org

Mirantis to power AT&T’s Airship for Kubernetes infrastructure


AT&T has selected Mirantis to play a key role in its implementation Airship, Kubernetes and OpenStack based Network Cloud infrastructure. Airship is the project originally founded by AT&T, SKT and Intel under the OpenStack Foundation for enabling telcos to take advantage of on-premises Kubernetes infrastructure to support their SDN infrastructure builds. "Replacing VM-based infrastructure with cloud-native, open technologies based on containers...


Wednesday, May 1, 2019

Orange and Dell collaborate on multi-access edge

Dell Technologies and Orange announced a collaboration agreement for distributed cloud architectures.

Specifically, Dell Technologies and Orange will collaborate on the definition and development of:

  • Edge technology use cases, business models and proof of concepts
  • Open source consortia and partnerships for the edge ecosystem
  • Definition and validation of infrastructure accelerators, such as FPGAs, GPUs, and SmartNICs, for edge workloads, including Cloud/Virtual RAN (CRAN/vRAN), MEC, and real-time, interactive, latency-sensitive applications
  • AI/ML-enabled software to support remote automation of a multi-technology, heterogeneous edge built on virtual machines, containers, and bare metal workloads
  • Edge infrastructure platforms supporting Telco environmental, space, operational and automation requirements.

“Orange entered this agreement with Dell Technologies to work jointly on a variety of topics revolving around edge computing and acceleration technologies that will be key to reach the full promise of 5G,” said Stéphane Demartis, vice president, Orange, Corporate Cloud Infrastructure. “We believe it’s essential to prepare the ecosystem for telco use cases while progressing in our knowledge of the future technologies. Orange expects from this partnership with Dell EMC not only technical but also business outcomes in order to fuel our strategy towards Multi-access edge computing transformation.”

CenturyLink Private Cloud offers Dell EMC PowerEdge servers

CenturyLink Private Cloud on VMware Cloud Foundation is now available on Dell EMC PowerEdge servers.

CenturyLink said it is delivering a complete software-defined data center (SDDC) solution based on the Dell Technologies stack – combining Dell EMC PowerEdge servers with the VMware Cloud Foundation software architecture into a fully automated and fully-managed service.

CenturyLink Private Cloud is available in 31 hosting locations on four continents.

"As our customers continue on their digital transformation journeys, it is common to find workloads that don’t fit in the public cloud, yet still require reliable automation, simple operations, and resilient data protection,” said David Shacochis, vice president of Hybrid IT product management, CenturyLink. “With this new capability, we continue to give customers more ways to tap into the power of the software-defined data center while staying connected to a range of hybrid cloud venues through our adaptive, global fiber network."

Tuesday, April 30, 2019

New Dell EMC SD-WAN Edge is powered by VMware / VeloCloud

Dell Technologies introduced an SD-WAN Edge powered by VMware.

The Dell EMC SD-WAN Edge is an integrated platform that bundles VMware SD-WAN by VeloCloud software as a subscription with Dell EMC hardware and a single support number.

Dell Technologies Consulting Services also is debuting three new services for customers adopting SD-WAN technologies: Advisory, Design and Implementation.

Dell Technologies said its sales and customer support force can help customers plan, customize and properly scale their SD-WAN for successful deployment and management of modernized virtual network functions.

The service is expected to be available in July 2019.

VMware to acquire VeloCloud for SD-WAN

VMware agreed to acquire VeloCloud Networks, a start-up offering SD-WAN technology for enterprises and service providers. Financial terms were not disclosed.

VeloCloud, which is based in Mountain View, California, says its SD-WAN solution is distinguished by supporting data plane services in the cloud, in addition to on-premise deployments; enabling policy-based access to cloud and data center applications. VeloCloud SD-WAN includes: a choice of public, private or hybrid cloud network for enterprise-grade connection to cloud and enterprise applications; branch office enterprise appliances and optional data center appliances; software-defined control and automation; and virtual services delivery. The solution aggregates multiple access lines (cable modem, DSL, LTE) into a single secure connection that is defined and controlled in the cloud.

VeloCloud was founded in 2013. The company is headed by Sanjay Uppal, who previously ran OnMobile Global.  He also spent time at Citrix through the acquisition he negotiated with Caymas where he was President and CEO. At Citrix, he defined the product strategy and go to market for the Access Management, Delivery Controller and WAN acceleration product lines.  VeloCloud co-founders also include Ajit Mayya (previously Sr. Director of Engineering in the Cloud and Infrastructure Management division of VMware) and Steve Woo (previously head of cloud strategy at Aerohive Networks).

VMware said the VeloCloud acquisition will enable it to build on the success of its NSX network virtualization platform to address end-to-end automation, application continuity, branch transformation and security from data center to cloud to edge.

"In the digital era, a new networking approach is required to solve the hyper distribution of applications and data, as we move from a model of data centers to one of centers of data at the edge," said Pat Gelsinger, chief executive officer, VMware. "At the heart of VMware's networking strategy is the belief in delivering pervasive connectivity with embedded security that connects users to applications wherever they may be. With the addition of VeloCloud's industry-leading SD-WAN technology, we will be able to extend the VMware NSX approach of automated, secure, and infrastructure-independent networking to the WAN."

"Enterprises are transforming how they architect and utilize their infrastructure, with a shift towards a cloud-delivered, software-defined model. This enables organizations to have a globally consistent infrastructure regardless of where it is deployed -- from the data center and the cloud to the edge," said Sanjay Uppal, CEO of VeloCloud Networks. "We look forward to helping VMware, the leader in software-defined infrastructure, in the next evolution of the company's networking and NFV strategies."

  • In March, VeloCloud closed a $35 million Series D round of funding for its SD-WAN solutions. The funding was led by Hermes Growth Partners and included new investors Telstra Ventures and Khazanah Nasional Berhad, the strategic investment fund of the Government of Malaysia (“Khazanah”), in addition to existing investors New Enterprise Associates (NEA), Venrock, March Capital Partners, Cisco Investments, and other undisclosed strategic investors. This brings total funding to $84 million.
  • In March 2017, VeloCloud reported that its number of SD-WAN sites has grown to more than 50,000 and total customer wins exceed 600, including the two largest SD-WAN wins in the world. The company has secured deals from AT&T, Sprint, Mitel, TelePacific, and Windstream for its “VeloCloud Cloud-Delivered SD-WAN for Service Providers” solution for both Network Integrated and Over The Top implementations.

Monday, April 29, 2019

Dell and Microsoft enable VMware cloud infrastructure on Azure.

Dell Technologies and Microsoft will deliver a fully native, supported, and certified VMware cloud infrastructure on Microsoft Azure.

Azure VMware Solutions are built on VMware Cloud Foundation, enabling customers to migrate existing VMware workloads from on-premises environments to Azure without the need to re-architect applications or retool operations. 

The companies said this collaboration will enable organizations to tap into Azure’s scale, security and fast provisioning cycles.  Azure VMware Solutions are first-party services from Microsoft developed in collaboration with VMware Cloud Verified partners CloudSimple and Virtustream (a Dell Technologies company).

In a keynote address at its annual DellTechWorld event in Las Vegas, Michael Dell said “Our goal is to provide a single view from edge to core to cloud – an integrated platform for our customers’ digital future.”

Satya Nadella, CEO, Microsoft, added "“At Microsoft, we’re focused on empowering customers in their digital transformation journey, through partnerships that enable them to take advantage of the Microsoft cloud, using the technologies they already have,” said  “Together with Dell Technologies and VMware, we are providing our mutual customers with an integrated cloud experience and digital workplace solutions to open up new opportunities and meet their evolving needs.”

In addition, joint Microsoft 365 and VMware Workspace ONE customers will be able to manage Office 365 across devices via cloud-based integration with Microsoft Intune and Azure Active Directory. VMware will also extend the capabilities of Microsoft Windows Virtual Desktop leveraging VMware Horizon Cloud on Microsoft Azure.


Dell Technologies Cloud targets data center as a service

Dell Technologies Cloud is a new offering enterprises a consistent operating model for private, public, and hybrid cloud operations.

Unveiled at this week's Dell Tech World conference in Las Vegas, Dell Technologies Cloud Platforms promises to be an operational hub for hybrid cloud environments, reducing total cost of ownership by up to 47% compared to native public cloud.  The company officials said the new framework will "control the chaos" of managing hybrid cloud environments. It works across more than 4,200 VMware Cloud Provider Program providers and hyperscalers including new addition, Microsoft Azure.

The Dell Technologies Cloud portfolio consists of the new Dell Technologies Cloud Platforms and the new Data Center-as-a-Service offering, VMware Cloud on Dell EMC.

Dell Technologies Cloud Data Center-as-a-Service, delivered as VMware Cloud on Dell EMC with VxRail, currently is available in beta deployments with limited customer availability planned for the second half of 2019.

“For many organizations, the increasingly diverse cloud landscape is resulting in an enormous amount of IT complexity, and no one is more qualified or capable to help customers solve this challenge than Dell Technologies,” said Jeff Clarke, vice chairman of products and operations, Dell Technologies.

Monday, July 2, 2018

Dell plots return to public market, VMware to pay $11 billion dividend

Dell Technologies will return to the public equity market by offering a new class of publicly listed common stock in exchange for existing Dell Technologies Class V tracking stock. The Class V stockholders will have the option to elect $109 in cash consideration per Class V share, up to $9 billion in aggregate, which represents a 29% premium to the Class V closing share price immediately prior to announcement.

As part of the plan, the Board of Directors of VMware announced an $11 billion one-time special dividend pro-rata to all VMware stockholders.

Michael Dell, who currently owns 72% of Dell Technologies common shares, stated: “I am proud to lead this great company into its next chapter as we continue to evolve and grow to the benefit of our customers, partners, investors and team members. Unprecedented data growth is fueling the digital era of IT, and we are uniquely positioned with our portfolio of technologies and services to enable the digital, IT, security and workforce transformations of our customers. Most importantly, I remain deeply committed to this company and working with our world-class team to build the long-term value of Dell Technologies and its businesses.”

Pat Gelsinger, chief executive officer, VMware commented, “We are pleased to be in a position to return capital to stockholders through this one-time special dividend, which is the result of the exceptional performance of our business and our broad-based portfolio’s strong cash flow generation. We remain laser focused on our strategy to deliver innovative software that drives customer success as a strategic and growing independent entity.”

Regarding VMware's status, Michael Dell, who is chairman of the VMware Board as well as the Dell Board, stated: “VMware has thrived as part of the Dell Technologies family and has seen tremendous traction and strategic relevance with all customers, resulting in significant revenue growth and financial performance. After the transaction concludes, I am looking forward to VMware’s continued independent status, strategy and capital allocation policy for organic investment, M&A and shareholder returns."

https://www.vmware.com/company/news/releases/vmw-newsfeed.VMware-Announces-One-Time-Special-Dividend-to-Stockholders.2205706.html

Monday, April 30, 2018

Dell Technologies Capital: One third of new bets focused on AI/ML

Since emerging from stealth a year ago, Dell Technologies Capital, the venture investment practice for Dell Technologies, has completed 24 new and follow-on investments as part of its $100 million average annual investment run rate.

The company reports that a third of its new investments are focused on artificial intelligence (AI) and machine learning (ML) and the remaining investments focused on security, next-gen infrastructure and other technology areas strategic to the Dell Technologies family of companies.

Some other notes.

  • Dell Technologies Capital had 11 exits in the past year, of which three of its portfolio companies IPO'd in the past seven months. 
  • Dell Technologies Capital was the first institutional investor in Zscaler (NASDAQ: ZS), a leading pioneer in transforming network security for the cloud era; the startup went public in March 2018. 
  • Dell Technologies Capital invested in MongoDB (NASDAQ: MDB) which went public in October 2017 
  • Dell Technologies Capital invested in DocuSign (NASDAQ: DOCU), which also went public recently
  • Dell Technologies Capital's portfolio includes several startups currently experiencing growth rates of more than 100% and several exceeding $50 million in revenue. 

"Since coming out of stealth at Dell EMC World last year, we've had a very busy, and very successful, year," said Scott Darling, president of Dell Technologies Capital. "We are delighted with our continued strong performance and the market reception to the DocuSign, MongoDB and Zscaler IPOs. The real value we bring to Dell Technologies and our startup portfolio companies is through our joint work, which allows us to deliver best-of-breed solutions for our customers faster, especially in emerging tech areas."


https://www.delltechnologies.com/en-us/capital/ventures/portfolio.htm

Wednesday, March 21, 2018

Dell EMC launches Virtual Edge Platform

Dell EMC introduced its enterprise Virtual Edge Platform (VEP) family for SD-WAN.

The Dell EMC VEP4600, which is powered by the new Intel Xeon D-2100 processor, is a universal Customer Premise Equipment (uCPE) meant to displace expensive fixed-function access hardware.

It provides an open Intel architecture-based platform to support multiple simultaneous virtual network functions (VNF). Numerous proprietary physical devices can be consolidated into this single uCPE while maintaining the high-performance levels needed to host many. The modular design includes room to grow with front panel expandability so the platform can be easily upgraded or serviced in the field as needed.

"There is a real need among service providers and enterprises to update network operations to address distributed and cloud-based applications and capitalize on changing economics enabled by cloud models," said Tom Burns, senior vice president, Networking & Service Provider Solutions. "By infusing Open Networking into access networks to the cloud with the Virtual Edge Platform family, Dell EMC can help customers modernize infrastructure and transform operations while automating service delivery and processes."

"As network traffic continues to increase, optimized service delivery is required to meet the demands of a broad range of use cases at the network edge," said Sandra Rivera, senior vice president and general manager, Network Platforms Group, Intel. "A programmable and power efficient system-on-a-chip processor is needed to deliver the performance that users and devices require for edge applications. Using the Intel Xeon D-2100 system-on-a-chip in the Dell EMC Virtual Edge Platform provides flexible and power-efficient network edge solutions with high-performance compute and intelligence."

Intel intros Xeon D-2100 for edge

Intel introduced a system-on-chip processor in its Xeon line that is architected to address the needs of edge applications and other data center or network applications.

The new Intel Xeon D-2100 processors include up to 18 “Skylake-server” generation Intel Xeon processor cores and integrated Intel QuickAssist Technology with up to 100 Gbps of built-in cryptography, decryption and encryption acceleration.

Intel said this processor will be supported by system software updates to protect against the Spectre and Meltdown security exploits.

In addition to edge deployments in communications service provider networks, other use cases for the Intel Xeon D-2100 processor include:
  • Storage: The Intel Xeon D-2100 processor is an option for density-optimized, lightweight hyperscale cloud workloads such as dynamic web serving, memory caching, dedicated hosting and warm storage.
  • Content Delivery Networks (CDNs): The processors can bring higher performance to content delivery at the network edge, which is critical to keep latency low for streaming media to viewers and those working in media fields with massive files.
  • Enterprise networks: The processor family also targets entry enterprise SAN and NAS storage, midrange routers, network appliances, security appliances, wireless base stations and embedded midrange IoT usages, among others.

Tuesday, January 23, 2018

Netronome offers SmartNIC accelerator for Dell's NFV server

Netronome's Agilio 25GbE SmartNICs and software are being offered through Dell EMC OEM Solutions in a turnkey NFV server solution that accelerates NFV infrastructure and applications (VNFs) by up to 600 percent.

The Netronome NFV Platform is based on Dell EMC PowerEdge R630 servers with dual, 12-core performance-optimized Xeon processors running at 4.30 GHz. The solution features an Agilio 2x25GbE SmartNIC and is upgradeable with Agilio OVS and vRouter software packages. Agilio SmartNICs incorporate 60 to 120 network processing cores to offload network and security processing from servers, accelerating VNFs and other applications while reducing overall server counts.

Agilio 25GbE SmartNIC platform fully and transparently offloads virtual switch and router datapath processing for networking functions such as overlays, security, load balancing and telemetry, enabling compute servers used for server-based networking and cloud computing to save critical CPU cores for application processing while delivering significantly higher performance.

The companies said the Netronome NFV Platform reduces CAPEX by improving server efficiency by up to 20X over traditional COTS servers.

“Dell EMC servers and Netronome SmartNIC technology make this solution a win-win for service providers and enterprises deploying NFV applications,” said Sujal Das, chief strategy and marketing officer at Netronome. “We are excited about this collaboration and the prospects for expanding Netronome’s leadership in the SmartNIC market.”

“Netronome is a pioneer in network processing and the use of SmartNICs to offload servers for higher efficiency,” said Kevin Shatzkamer, vice president, Dell EMC Service Provider Solutions. “With disaggregation in the traditional network software stack moving to servers running network functions, we believe Dell EMC and Netronome can play a major role.”

Wednesday, June 14, 2017

The pieces are coming together for Dell Technologies – part 4

During its Dell EMC World conference last week in Las Vegas, the company provided a wide-ranging update on its networking activities. Dell has been a big believer in open networking. Some years ago, it took the bold step of decoupling its networking software from its hardware switching platforms, enabling customers to load an OS of their choice instead of the Dell version; last year Dell, in conjunction with Microsoft Azure and other industry leaders, made foundational contributions to the SONiC effort, which aims to open source all the components needed to build fully-functional networking software. SONiC is a collection of software packages/modules that can be installed on Linux on a network hardware switch which makes it a complete, functional router. Dell has successfully integrated its OS10 base software to serve as a foundational element for SONiC.

Open networking is a big theme, but the company does not disclose the percentage of switching customers that choose a third-party open networking OS over its own OS. There is a free version of the Dell networking OS and a new flagship OS10 Enterprise Edition option that incorporates design elements from the Open Compute Project. The OS10 Enterprise Edition package provides Layer 2 and 3 networking functionality. Open networking partners include Cumulus Networks and Big Switch, although other stacks, such as Pica8, could also be loaded using ONIE.

At the recent Dell EMC World, there were several networking hardware announcements, including:

•   A new S5100-ON series 25 Gigabit Ethernet Open Networking switch, designed to support the new Dell EMC PowerEdge 14th generation servers, which will ship with native 25 Gigabit Ethernet support and 100 Gigabit Ethernet uplinks.

•   A new S4100-ON series of top-of-rack data centre Open Networking switches optimised for high densities of 10 GBE fibre/copper or Fibre Channel 8/16/32 server and converged LAN and SAN within racks, with 100 GBE uplink ports. Included in this family is the S4148U, a new unified switch for both Ethernet and Fibre Channel traffic. It supports 32 Gbit/s Fibre Channel.

•   New Dell EMC N1100-ON series of campus switches, which include several fanless switches in half- and full-width options, Power over Ethernet (POE/POE+) and non-POE versions, and port configurations from 10/100/1000 Mbit/s to 1/10 GBE. The N1100-ON series switches are designed to pair with Aerohive's HiveManager NG, a next-generation cloud-based management solution that simplifies end-user wired and wireless access.

Opening the door to switching silicon competition

The new 25 Gbit/s switch is powered by Cavium's Xpliant switching silicon. This represents a significant win for Cavium and an opening at Dell to a wider silicon supply chain. Like its competitors, Dell's switching portfolio previously has been entirely powered by Broadcom. This relationship continues, but there are likely to be more silicon suppliers for Dell networking products going forward.

Networking scale and speculation

While other Dell Technologies' units are typically No. 1, 2 or 3 in their respective market categories, it is interesting to note that the Dell networking group has not attained this level of industry prominence. The big networking equipment vendors have found opportunities to position their solutions at the centre of major IT deployments. One typically hears marketing slogan about how 'the business runs on the network', 'the network is the business', etc., so one would think the networking group would be fundamental to Dell Technologies' ambition to be the No.1 IT vendor. Yet at the Dell EMC World event, the networking exhibit was relegated to a relatively small section that could easily be missed – small potatoes compared to the prominent displays for storage and servers.

With the new cross-company momentum inside the Dell Technologies' group, it is possible and even likely that the networking group will grow faster than its industry peers. Its open networking strategy has been in-step with latest network architecture trends. Dell does substantial business in partnership with other networking players, including Arista, Cisco, Nutanix and others, but it must differentiate itself if it is to attain a leadership position in the industry.

One needs to ask whether a major acquisition would be a faster and better way to grow its market share to reach parity with the other Dell units. If so, what are the possibilities? Private equity investors have been willing to buy out public companies. Dell Technologies' current investors, perhaps joined by others, conceivably could raise the funding to buy out even a mid-sized player. Presumably, the purpose of the exercise would be to gain a strong networking position in Fortune 500 accounts, which is Cisco's stronghold. The networking vendor that has been cannibalising these Cisco accounts is Arista Networks. To add to this speculation, it is interesting that Andy Bechtolsheim, founder and CTO of Arista, was a speaker at Dell EMC World in Las Vegas. One would not expect to see an Arista executive appear at Cisco Live!, but now we know that Dell and Arista are on friendly terms.

As noted earlier in this series, David Goulden said that as a private company Dell Technologies now has more leeway to make strategic investments. This week brings news that VMware has acquired Apteligent, a start-up based in San Francisco, providing a mobile analytics platform. VMware plans to integrate Apteligent’s mobile performance management with its own Digital Workspace Platform for enterprises building and delivering mobile applications. This is a strategic acquisition, and one should expect more such deal making on the networking side.

Tuesday, June 13, 2017

The pieces are coming together at Dell Technologies – part 3

Wrapping up the coverage of last week's Dell EMC World, a key point to consider is how the many component companies now assembled will fit together and what strategic advantage this provides over the likely competition.

At the low end, Dell Technologies will face challenges from the 'white' competitors - vendors can supply generic PCs, servers, switches, etc. on thin margins. even single digit margins. Especially as the industry turns to open networking software and Open Compute Platform (OCP) hardware designs, Dell EMC could find itself in the same race to the bottom in margins. This is the race that drove IBM to sell off its PC and server business to Lenovo.

Looking around the exhibits and customer case studies at last week's event, it looks like there is a solid case that Fortune 500 enterprises are sticking with Dell. They simply have too much at stake to risk being out of date with their technology or going with a dodgy vendor. Just looking at the many victims for the WannaCry ransomware attacks, once again we can hear the experts reminding everyone to keep their systems up-to-date. Businesses must realise that running Windows XP on PCs that are six years old can put the whole enterprise at risk. As a top brand, Dell should have a convincing case that it is the right partner for this.

Enterprise IT shops are also looking to public clouds for a bargain. For rolling out a new enterprise application, cloud vendors such as AWS, Google or Azure, certainly seem like a bargain. No upfront costs to buy server or storage. No wasted time in ordering, testing and provisioning equipment. No complications in planning how to back-up the application or how to scale it if grows quickly. No risk of buying too much and having unused compute and storage resources. And if the new application were to fail or found to be unneeded or redundant, there is no wasted capital for servers and storage that now must be disposed.
As discussed in previous parts, Michael Dell cited a key figure in his keynote, saying he believes public cloud services are 2.5 times more expensive than on premise solutions when considering long term costs, which one would expect means applications with heavy compute, networking and storage characteristics. Over a 3-year period, it is easy to see how public cloud expenses would exceed the cost of buying a server and operating it locally.

However, making a business case centred on long term cost is not the only way that Dell Technologies is tackling the challenge of public cloud migration. One way of fighting the attrition of enterprise customers to the public cloud, is to bring the public cloud on premise. Newly released is the Dell EMC Cloud for Microsoft Azure Stack, an on-premises hybrid cloud platform for delivering infrastructure and platform-as-a-service with a consistent Azure experience on-premises or in the public cloud. Everything you need to run Azure Stack is pre-configured on Dell hardware that resides in your own data centre. The Azure Stack APIs, tools, apps and services remain behind the enterprise firewall, and yet remain consistent with the customer's Azure public cloud experience. For Dell EMC, this is an opportunity to sell more PowerEdge R730XD and S-Series switches. For Microsoft, it is an opportunity to keep the customer running Microsoft server software while perhaps luring some, but not all, of the workloads into the Microsoft data centres.

Moving IT spending to a consumption model

One of Dell Technologies' big announcements is that it will now offer a consumption based model for its IT infrastructure products.  This is its answer to the no-upfront cost lure of public cloud services. In a sense, the public cloud companies are paying to pre-deploy compute/storage/networking equipment in their data centres. They earn this money back as they fill it up with customers. At some point, the money collected exceeds the cost of purchase and from then forward until the day it is obsolete the equipment is delivering profit. With interest rates continuing to remain low, Dell can play this same game, and maybe they do not even need to borrow money and can self-finance the operation. For customers who choose the consumption model, Dell will provide the equipment, as the workloads increase and storage drives get filled, the bill increases. Customers pay only for the storage capacity needed. Importantly, the service promises instant access to additional buffer capacity during spikes driven by the business, with payments adjusting to match usage. If not needed any more, Dell can take back the equipment. Of course, the leasing contract will likely have many conditions and clauses, but certainly this model provides a direct answer for project managers comparing this quarter’s heavy capex spending for a new project with a much leaner opex alternative from Amazon Web Services. The flex pricing is initially available for all Dell EMC storage solutions, but company executives suggested that it could be expended across the IT portfolio.

This consumption model is already being used by other tech companies. There are processor cores that are activated and paid-for on-demand; similarly, Infinera offers a Bandwidth On-demand licensing model where network capacity can be activated in 100 Gbit/s chunks when demand justifies it.

Looking for start-up opportunities

Meanwhile, the new Dell Technologies Capital has just been introduced to manage the company's investment strategy. Specifically, Dell Technologies Capital will invest in start-up companies globally on behalf of all the business units, including Dell, Dell EMC, Pivotal, RSA, SecureWorks, Virtustream and VMware.

Dell Technologies figures that it has more than just capital to invest. Targeted start-up will also benefit from Dell's full resources, OEM and go-to-market relationships and global distribution challenge. While this new investment arm has just been unveiled, it has been running for several years and has already staked out equity positions in more than 70 early-stage start-ups. Targeted areas include storage, software-defined networking, management and orchestration, security, machine learning/artificial intelligence, big data/analytics, cloud, Internet of Things (IoT) and DevOps. Two Dell Technologies Capital portfolio companies were highlighted at Dell EMC World this year:

•   Edico Genome, which created the first bio-IT processor and an end-to-end platform designed to analyse the massive workloads associated with DNA sequencing. The company is delivering a pre-configured, out-of-the- box solution with Dell Technologies that enables the analysis of an entire genome in 22 minutes compared to more than 24 hours using standard software.

•   Graphcore, which developed new technology to deliver massive acceleration for Machine Learning (ML) and Artificial Intelligence (AI) applications. The company's Intelligence Processing Unit (IPU) is the first to be designed specifically for machine intelligence workloads.


All start-ups tend to look for an exit for their early investors, usually in the form of acquisition or an IPO. With Dell Technologies now having many companies under its umbrella, one can expect some of the portfolio investments to become acquisition targets. This is the well-known model of Silicon Valley, with some R&D essentially outsourced and the risk/reward is shared.

Monday, June 12, 2017

The pieces are coming together at Dell Technologies - part 2

The 13,500 people gathered at the Dell EMC World conference in Las Vegas this week came from 122 countries, basically reflecting the global reach of the tech industry. About 50% of Dell Technologies' annual revenue of $62 billion came from outside the U.S. Whereas Hewlett-Packard famously split its PC and printing operations (now HP Inc.) from its enterprise solutions business (now HPE) in November 2015, Dell has kept the family together while massively adding new market segments to its portfolio.

The company has a stated mission of becoming its customers' essential infrastructure provider and insists that the 'death of the PC' has been greatly exaggerated. While consumers now rely mostly on smartphones, tablets and laptops, enterprise customers are still buying PCs in significant numbers because they know that PCs are the primary tool for accomplishing most office tasks. Dell sees the PC as an essential link in its overall value chain. Dell supplies nearly all the Fortune 500 companies in the U.S. to some extent, and its brand is especially strong with retail companies, the hospitality industry, transportation and others. As described in Part 1, Dell Technologies is emerging as an IT superpower. Its nearest competitors are HPE, Huawei, IBM and Lenovo, but the comparisons are rough. Unlike the American rivals, Dell remains in the low margin consumer PC business, and unlike the Chinese vendors it has stayed out of the massive mobile handset business.

The integration of two major corporations - Dell Inc. and EMC - is admittedly an enormous project that will take years to fully accomplish and not everything has found a place under the big umbrella. There have been three divestitures amounting to $7 billion. The most notable of these was the decision in March 2016 to sell Dell IT Services (the old Perot Systems) to Japan's NTT Data for $3.05 billion. In June 2016, Dell agreed to sell its software division to Francisco Partners and Elliott Management for a reported $2 billion. The deal involved Dell’s Quest Software and SonicWALL division. Dell paid $2.4 billion for Quest in 2012. Despite the paper loss, these divestures enabled Dell to pay down its significant debt before completing the acquisition of EMC.

Quick update on Dell’s financial picture

For its most recently completed fiscal 2017, Dell Technologies posted consolidated revenue $61.6 billion and non-GAAP revenue from continuing operations of $62.8 billion. The company generated an operating loss of $3.3 billion, with a non-GAAP operating income of $5.1 billion. The company ended the year with a cash and investments balance of $15.3 billion, an increase of $287 million from the third quarter.

Dell Technologies' overall sales mix is approximately:

•   60% from Dell Client Solutions Group (desktop PCs, virtual desktops, notebooks, tablets, and peripherals, such as monitors, printers, and projectors under the Dell brand name).

•   35% from Dell EMC (storage solutions, servers, converged infrastructure, switching, security, cloud services).

•   5% from VMware.

Highlight from Q4 2017 results:

•   Gross margin for the quarter of 32.0%.

•   Since closing the EMC transaction, Dell Technologies paid down approximately $7 billion in debt and repurchased $824 million of Class V common stock.

•   The Client Solutions Group generated revenue of $9.8 billion, up 11% versus the fourth quarter of last year; revenue for the full year was $36.8 billion, up 2% year over fiscal year 2016.

•   PC shipments reached 11 million, representing the largest volume of products shipped since the fourth quarter of 2011.

•   16 consecutive quarters of gaining yr/yr PC share and grew fastest of the top 5 in yr/yr unit shipment growth in Q4 and for full year.

•   Dell attained the No.1 share position worldwide for displays, gaining unit share yr/yr for the 16th consecutive quarter.

•   The Infrastructure Solutions Group generated $8.4 billion of revenue, including $3.6 billion in servers and networking and $4.8 billion in storage, and an operating income of $1 billion.

•   Dell regained the No.1 worldwide server unit share position driven by strength in the mainstream PowerEdge business.

•   Attained the No.1 market share position in all-flash arrays4, which exited 2016 at a more than $4 billion demand run rate.

•   No.1 in Converged Infrastructure, accelerating in Hyper-converged.

•   No.1 in x86 server unit share.

•   VMware revenue for the quarter of $1.9 billion, with operating income of $565 million, or 29.2% of revenue.

The essential argument

Applications increasingly run on clouds. Private clouds are more secure, have better performance characteristics, and are less expensive that public clouds. Clouds run on data centre infrastructure (servers, storage and switches). Dell is the leading supplier of IT infrastructure, therefore Dell benefits from cloud migration. For the past decade, CIOs have sought to optimise IT for their businesses. With the digital transformation underway, CIOs now know that IT is their business. The corporate vision sees: (1) cloud-native apps driving the public clouds; (2) traditional apps moving to hybrid clouds; and (3) hybrid clouds being built on converged infrastructure. If Dell can capture these app migrations with software frameworks, then sales at the hardware layer could follow.

For mission-critical apps, Dell now has Virtustream, a hot start-up based in Bethesda, Maryland, that EMC acquired in 2015. Virtustream’s cloud management software provides the ability to run SAP, Oracle and other complex enterprise software in a cloud environment using micro VMs. The system measures and allocates the precise amount of compute, networking and storage resources needed for a given task. Virtustream also provides cloud archiving and restoration services.

For traditional apps, VMware is the king of virtualisation. Its vSphere is widely used in enterprise data centres. The NSX software defined networking (SDN) delivers virtualisation and programmability for network resources. The hottest application for NSX to date has been micro-segmentation of the network for security purposes. VMware is run as an independent business unit. While it is early to say if the VMware franchise will provide a long term competitive to Dell EMC over other networking and storage vendors, it is a prized asset that is good to have in house.

For cloud-native applications, Dell Technologies has Pivotal Software, a San Francisco-based cloud foundry company that was formed in 2012 after spinning out of EMC and VMware (investors in Pivotal include Dell EMC, Ford, GE, Microsoft and VMware). The Pivotal framework for software gives developers the ability to build micro-services-based dynamic data pipelines. By deep understanding the app development process, the infrastructure can be optimised and ready to respond to cloud native requirements.

Dell’s strategy acknowledges that we live in multi-cloud world. The company is also a big advocate of open software and disaggregated networking hardware. It further sees software developers building cloud native apps. Yet it knows that its revenues depend heavily on the sale of x86 laptops, desktops, servers and flash storage. It now has a vision as well as business teams in place to differentiate from commodity hardware suppliers. The race is on to see if management can execute on this vision by integrating these component companies.


(Parts 3 and 4 will look at Dell's networking business and Dell Financial Services.)