Podcasts about hpe

Play Episode Listen Later Jun 19, 2026 5:23

Today’s headline news for Canadian IT solution providers: HPE Discover 2026 wraps up in Las Vegas today, and if you’ve been following our coverage, you know we’ve had plenty to unpack this week. For the Friday edition of The Buzz, we doing something slightly different – a reporter’s notebook on what HPE’s channel leadership said when they were off the keynote stage. The quote validity extension was the headline that drew the most relief, but the backstory is more interesting than the policy change itself. HPE extended standard quotes from 14 days to 30 days for compute, storage, and GreenLake, effective Monday. Simon Ewington, who leads HPE’s worldwide partner organisation, told press and partners Wednesday that the change was ‘pretty well kept secret’ – his own staff didn’t know about it either. The commodity volatility that had forced the two-week window had moderated enough that HPE could stand behind a 30-day price with confidence. Behind the ‘Power of One’ marketing, there are mechanical changes that determine whether partners can actually make money. Juniper’s Elite Plus, Elite, and Select tiers will map to HPE Platinum, Gold, and Silver starting November 1. HPE introduced a 3x multiplier on software sales for Zerto, Morpheus, and OpsRamp, plus a 1.5x GreenLake multiplier, to help partners climb tiers faster. Smart Choice SKUs – pre-configured servers missing only drives – are a speed play for distributors. The competitive storage take-out targets 14,000 customers under the VH Rail framing, with Alletra MP already outpacing market growth by 2x and 0% financing for three years. Then there was candour. Ewington noted HPE is the vendor who ‘typically moves first… and then others polish.’ The distributor overlap between HPE and Juniper is only about 10%, so they’re ‘refining the landscape’ rather than forcing universal carry. Service provider growth is running 23% to 30% CAGR. And HPE’s sustainability insight dashboard gives partners a concrete tool to analyse customer environments and open carbon footprint conversations. You can find every episode of The Buzz and In The Channel from HPE Discover on our HPE Discover news hub. Read Full Transcript This epsisode of The Buzz is brought to you by HPE Discover 2026. Check out our full coverage of the event on ChannelBuzz.ca — you’ll find out HPE Discover 2026 News Hub in the menu bar at the top of the page. Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Friday, June 19th, and here’s what’s happening in the channel today. I’m recording this a bit earl in Las Vegas, because I’m on a plane all day heading home from Discover. If you’ve been following our coverage this week, you know we’ve had a lot to unpack – the Partner Growth Summit on Monday, the networking and AI infrastructure keynote on Tuesday, and a steady drumbeat of announcements through Wednesday. For this episode, I want to do something slightly different. Think of it as a reporter’s notebook – the details, the mechanics, and the candour that came out when HPE’s channel leadership sat down with press and partners on Wednesday morning, off the keynote stage. Let’s start with the quote validity extension, because the backstory here is as interesting than the policy change itself. HPE extended standard quote validity from 14 days to 30 days for compute, storage, and GreenLake, effective Monday. You’ve heard that already. What you probably haven’t heard is how closely they guarded it. Simon Ewington, who runs HPE’s worldwide partner organisation, told us Wednesday that the change was a ‘pretty well kept secret.’ His own staff didn’t know about it either. They wanted zero leaks because the commodity and supply chain volatility that had forced the two-week window in the first place had finally moderated enough that HPE could stand behind a 30-day price with confidence. Keeping it quiet meant announcing it without hedging. For partners who’ve been managing customer decision cycles that simply don’t fit a 14-day window, the relief was audible. The Partner Growth Summit was dense enough that Ewington admitted partners told him it was ‘almost too much’ and they ‘needed an AI summary to recap everything.’ So let me pull out the operational details that actually affect how you navigate the program. First, Juniper integration. We now have firm tier mapping: Juniper Elite Plus goes to HPE Platinum, Elite to Gold, Select to Silver, effective November 1. HPE is also launching a Routing competency – number 15 in the framework – to support that transition. Second, multipliers. HPE introduced a 3x multiplier on software sales for Zerto, Morpheus, and OpsRamp, plus a 1.5x multiplier for GreenLake, to help partners hit higher membership tiers faster by weighting software more heavily than hardware. Third, Smart Choice SKUs – pre-configured servers that ship missing only hard drives. It’s a speed and velocity play for distributors. Fourth, the competitive storage take-out. HPE has identified 14,000 target customers for what they’re calling the VH Rail opportunity. Alletra MP is outpacing market growth by 2x, and they’re backing the migration with 0% financing for three years. These aren’t marketing headlines. These are the details that determine whether you can actually make money on the portfolio. Then there were the moments of genuine candour. Ewington’s line that HPE is the vendor who ‘typically moves first… and then others polish’ is either confidence or arrogance depending on your perspective, but it’s not ambiguous. You may have seen recently that HP formally announced its two main global distributors as Ingram Micro and TD SYNNEX. The distributor overlap reality is worth noting: only about 10% overlap between HPE and Juniper distributors. HPE is actively ‘refining the landscape’ rather than forcing every distributor to carry everything. That’s a concession that operational integration takes time and care. On services, HPE is expanding partner-branded services so partners own the Level 1 and 2 support relationship while HPE stays in the background for Level 3 and 4. Ewington said this largely came about because there have been some large partners who have declined to get closer to HPE because of the company’s previous retisense to allow partners to lead on services around its gear. For service providers specifically, leadership cited 23% to 30% CAGR growth rates, and they’re opening CloudOps software to CSPs to build new services around. And on sustainability, which came up in the context of AI’s energy demands, HPE has built an insight dashboard that lets partners analyse customer environments and open conversations about carbon footprint and efficiency. It’s a practical tool rather than a vague pledge. If there’s a through-line to the week, it’s that HPE is trying to make ‘Power of One’ mean something operationally, not just rhetorically. The quote validity change was a trust repair. The multiplier and tier mapping are structural incentives. The distributor and services refinements are admissions that integration is hard and takes time. Whether it all lands as promised is what we’ll be watching through the second half of this year. That’s it for this edition of The Buzz. You can find our full HPE Discover 2026 coverage on ChannelBuzz.ca – there’s a news hub in the menu bar at the top of the page. And we’ll also have more epsidoes of In The Channel from Discover next week here on the site, including more HPE executives, and more reactions from Canadian HPE partners. That’s how we’re seeing the headlines from HPE Discover. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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HPE Financial Services’ Brad Shapiro on new partner financing offers and the ITAD opportunity in AI refreshes

Play Episode Listen Later Jun 19, 2026 23:33

Brad Shapiro, senior vice president and chief sales officer of HPE Financial Services HPE Financial Services is making a concerted push to be less of a “best-kept secret” and more of a deal-closing engine for partners. At HPE Discover 2026, Brad Shapiro, senior vice president and chief sales officer of HPE Financial Services, walked In the Channel through several new partner-facing offers unveiled at Monday’s Partner Growth Summit. The standout is the 90/9 Advantage structure: 90 days with no payments, followed by nine months at 1 per cent of the original equipment cost, before shifting to level payments. Shapiro said the program is designed to blunt the sting of recent price hikes by pushing costs into future budget cycles without requiring customers to find new money mid-year. On the networking side, HPFS is stacking three offers to help HPE take share from competitors: 0 per cent financing on Mist or Aruba Central software, a “10 per cent better than cash” hardware financing rate, and a competitive takeout program that monetizes displaced gear. The used equipment angle is particularly timely. Shapiro noted that memory shortages have driven up resale values for retiring gear, creating an offset against new hardware costs. “It’s the equivalent of the car market in the early COVID days,” he said. HPFS also expanded its approved credit capacity by 150 per cent, a move Shapiro said was driven by partner frustration with re-approval cycles as component prices fluctuated. The interview also touched on HPFS’s partner pledge – Shapiro said his team does not receive quota retirement until the partner gets paid – and the growing importance of IT asset disposition and chain of custody as Canadian customers navigate AI-driven infrastructure refreshes. Read Full Transcript Robert Dutt: This episode of In The Channel is brought to you by HPE Discover 2026. Check out our full coverage of the event on ChannelBuzz.ca. You’ll find our HPE Discover 2026 news hub on the menu bar at the top of the page. Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. Today, my guest is Brad Shapiro, Senior Vice President and Chief Sales Officer of HPE Financial Services, the captive financing arm of HPE. Brad is responsible for the global partner-facing financing strategy and programs that help resellers and MSPs close bigger deals and get paid faster. We sat down at HPE Discover last week to talk about the new partner portal enhancements HPEFS rolled out at Partner Growth Summit, the thinking behind the company’s aggressive credit expansion, and how IT asset disposition fits into the overall AI infrastructure refresh wave that’s starting to hit customer budgets. Let’s get right into it. My chat with Brad Shapiro. Brad, thanks for taking the time. I appreciate it. Brad Shapiro: Sure. Glad to be here, Rob. Robert Dutt: You guys rolled out some meaningful enhancements to the HPEFS partner side on Monday: payment structures, promotional pricing, and competitive pricing tiered to the partner’s relationship level. Canada is on the first wave of that for July 1. I understand a bunch of Canadian partners are having a party for that. For a Canadian reseller or MSP who wasn’t here this week, what does it actually change in how they can put a deal together for their customers? Brad Shapiro: Yeah, sure. So as you said, lots of exciting announcements here for Discover. And I think first and foremost, what HPEFS has put together is really focused on helping the HPE partners sell more in a couple of key areas. So we’ve all seen, you know, with commodity prices going up and the price increases around products, we’ve got some really interesting offers that have gained a lot of traction in the market. The 90/9 Advantage is one of the key ones. And that offering partners can offer to their customers is 90 days of no payments, nine months at 1% of the original equipment cost, and then it goes to level payments after. So while we can’t address that the product prices are increasing, what we are doing is providing help for customers who didn’t plan for this in the budget cycle, right? CFOs didn’t say, “Oh, here’s more money because prices are going up.” So it allows the end-user customer to kind of plan for this into the next budget cycle and beyond so they can get the compute power they need. So that’s a key one. The other area, when we look at the networking space, right, we’re very excited about, you know, Aruba and Juniper coming together in the new HPE networking, and they’ve got some tremendous offerings out there. But to really help them and help customers avoid kind of a double payment, like we want to go take market share, we want to be aggressive. So the first offer is 0% financing on the networking software, whether that’s Mist or Aruba Central. Then we have on the hardware side 10% better than cash as a financing offer. So that’s a really cool offer. And then we’ve added a really aggressive focus on IT asset disposition. So we want to go in, help customers by monetizing the competitor’s assets, taking those out, and then putting HPE networking assets in. So when you combine those three offers—0% on software, 10% better than cash on hardware, and a competitive takeout on the competitor’s products—we think we’re really helping partners go and address and partner up with HPE networking and be aggressive in the market to help HPE take share. Robert Dutt: Going back to the 90/9 program, what areas is that covering? Brad Shapiro: That covers all products. So it’s really a financial structure that can address the whole portfolio. And again, it’s a very attractive offer. We’ve seen it compared to any other financing offers we put out there. We’ve seen the pipeline ramp tremendously. It’s really addressing a need that’s out there in the marketplace. Robert Dutt: Before getting into the details of some other programs, you touched on the supply chain situation that is on every partner’s mind right now. I’m curious over the last five months or so that this has been such a big factor. What have you been hearing from partners in terms of what they’re asking for from you, and where they’re looking for help here beyond obviously some clarity and whatever break they can get? Brad Shapiro: I’ll talk from a financial services perspective. It’s really about how can we help the partner address some of the customer concerns. One of the big ones is budgeting. It’s always been the case that there’s more to do than you have budget for. This just puts another wrinkle in it that is unprecedented. I’ve been doing this quite a long time. I’ve really not seen the market dynamic as we have it today. But that’s where financial engineering and financial structuring comes into play. Also, a lot of customers, while the new prices have gone up, when customers are retiring assets, what many don’t realize is the used equipment that’s coming off—the used equipment market has also increased in value. We’re able to give customers a lot more money for their used gear than they’re used to. That’s been helping offset some of the increases on the new product side. Robert Dutt: It’s the equivalent of the car market in the early COVID days. Brad Shapiro: Absolutely. Same type of scenario. Robert Dutt: The announcement around a 150% increase on approved credit capacity—that’s a pretty striking number. Is that part of the response to that? What’s driving you guys to go aggressively there right now? A response to that uncertainty, a response to tariffs, a response to all the things we see going on? Brad Shapiro: It’s a response to a few things. Yes, the price increases. For a while, the component pricing was so uncertain that there was a shorter validity period for quoting. The idea of increasing the credit line created enough room so that our partners didn’t have to keep going through the cycle. What we were hearing as feedback was, “Hey, we would go get a request from HPEFS, we get it approved, then if pricing went up, then we had to go through that process again.” We wanted to give plenty of headroom and be aggressive to allow partners to quickly get their deals done and not have to go through a process twice. It was ease of doing business, speed, and really helping them close their deals. Robert Dutt: Not a peculiar problem for HPE and HPEFS either. That’s something that we’re hearing across the industry front as a major partner issue—the idea of customer sales cycles and “validity” not matching up in any real way. Brad Shapiro: Yeah, absolutely. We’re trying to do our part to help partners get deals done. The good news is HPE on the BU side, on the compute side, announced a longer price validity. I know that they announced that here at Discover and there was really good feedback at the Partner Growth Summit. I think overall HPE, we’re all trying to address and help partners get their deals done with customers. Robert Dutt: The 0% software financing tied to VM migration is interesting when it feels like you’re trying to smooth that painful transition for folks who are on a platform and looking to move somewhere new. Is that the right way to think about it, or what else are you applying to that model? Brad Shapiro: Yeah, so I think just in general, we’re trying to provide customers a way to engage and look at our CloudOps suite—Morpheus and Zerto and OpsRamp and the whole suite—and really focus on how can we make it easy for the customer to say, “Yeah, let me try this.” So at the end of the day, it doesn’t have to be something where they’re coming in and wiping out one versus the other. The cost differential is so great and we believe that if they can just lower the number of licenses on VMware, we can help them reduce costs. So they may look to put in our CloudOps software in certain places and reduce those VM licenses. 0% financing makes it an easier decision: “Hey, I can pay over time and it’s the same as paying cash, no interest.” It’s just another option for customers who may not have it in this year’s budget. Robert Dutt: I’m trying to track it because it’s something that you’re kind of ramping up on though in competitive areas. Brad Shapiro: Yeah, so what’s new from HPEFS, I would say this year versus maybe the past five or seven years, is a renewed focus on leveraging our financing capabilities to help partners sell more with HPE. We didn’t really have in the last five or seven years a lot of financing promotions. We’ve integrated with the BUs. We’ve listened to the partners. They want to see us come out with integrated offers that help drive more sales. And so we’ve been working closely with the BUs. We’ve been developing these offers over the past year. It started a little bit at last Discover, but we’re really hitting our stride now as an organization. And I think the partners are really going to benefit from that. Robert Dutt: PGS also saw the debut of sustainability competencies for partners through HPEFS and through Partner Ready Vantage in combination there. What does earning that competency mean in practice? What does a partner get and why should they be pursuing it? Brad Shapiro: Yeah, so from our perspective, when we think about sustainability, we think it’s a really important aspect of the overall business. We have a responsibility. And so from a partner perspective, by getting that accreditation, there’s incentives that they can get under the Partner Ready Vantage program. And from an HPEFS perspective, we’ve created circular economy reports to help support partners and customers. And we’re proud that we’ve issued our 2,000th report to customers, and that keeps growing. So as sustainability continues to be an important part of this, I think partners have a role to play in helping their customers, but also can earn more from HPE. Robert Dutt: What are you hearing from partners around the idea of sustainability as part of the quoting and solution offering process? It’s just something that I feel like I’m hearing more of from Canadian partners in particular because of a series of regulations and requirements, and in some public sector spaces, the way it’s being weighted. Brad Shapiro: From my perspective, and I have a global role, so in certain geographies around the world, it’s very, very important. And it varies across geographies, but everywhere you look, it’s a growing trend in terms of importance, as you mentioned, in terms of government responses. We’re seeing more governments putting requirements in there. So my feeling is addressing sustainability is quickly becoming a must-have if you’re going to offer solutions. And so we’re right there with our partners in terms of helping them do that. Robert Dutt: It also connects to—and this is something that we touched on a little bit earlier—the idea that every customer upgrading their network and compute stack to something that’s more capable of AI has that corresponding pile of displaced gear that they’ve got to do something with. Brad Shapiro: Yeah. Robert Dutt: I guess, how significant do you see the ITAD opportunity in this refresh wave in the near future, and how do you help partners get in front of that? Brad Shapiro: Yeah, so again, I think there’s a significant opportunity, and I think HPE networking is really well positioned in that AI space. So from our perspective, in looking at the products that we can displace readily, there’s a pretty large install base. Some of our competitors have many customers out there, so the idea of putting those assets back into reuse somewhere is very real. So we think we can do well to help that customer monetize the asset. We can also put that back into reuse, which is good for the environment, and at the same time, help customers really modernize their network, because that’s really a solid foundation you need. When you think about AI, everybody thinks about the compute side and GPUs, but the network is so critical to having that solid AI foundation, and we believe HPE networking is the right choice. Robert Dutt: Across the board in your purview, is there a Canadian dimension here worth calling out? We’re hearing a lot more about data sovereignty driving decisions and that kind of thing about where workloads live. But does that also extend to how customers think about decommissioned hardware and where it goes? Brad Shapiro: Yeah, look, I think from a decommissioned hardware perspective, we are very careful about chain of custody and where that ends up. And I think that’s one thing that differentiates HPE when we’re thinking about decommissioning versus many others out there. We’re a large brand. It’s really important to us to decommission in the right way, following all the regulations that are out there. So if you’re a Canadian partner or a Canadian customer, knowing that the HPE brand… we are as focused on doing those things in the right way and following the rules and regulations. Our brand reputation is at stake, and we put a lot of thought and resource, time and energy into that. Robert Dutt: What’s the single biggest piece of feedback or most common piece of feedback you’ve been getting from partners here at Discover this week? What are they talking to you about? What are they curious about in terms of what you guys can bring to bear for their customers? Brad Shapiro: Yeah, so I think there’s been a lot of positive feedback on the offerings that we’ve come out with. As I mentioned before, we’re showing up differently now. We’re showing up coordinated with the different business units across HPE with these offers. That’s helpful. The other thing we’re focused on is really about the partner experience. So it’s not just having the right offers. It’s making them easy to access, operationally making it a smooth process. We want to be fast. We want to be predictable. When we put lines of credit in place, we commit to funding. We want to fund our partners fast. So my whole team doesn’t get quota retirement in sales until the partner gets paid. So it’s really important that we align our metrics and the way we’re measuring ourselves with what’s going to delight the partner and create a better experience for them. Robert Dutt: Has there been a notable increase in terms of acceleration there on partners getting paid? Brad Shapiro: Yeah, I would say it’s long been a focus of ours, but we’re really emphasizing it in coming out and being very deliberate about what we want to do in terms of turnaround times. We call it our partner pledge, but the idea is we want partners to know that we can be a reliable source of funding. Not only does financing help them close the deal and make the deals bigger, but then they can get paid faster as well. That really helps their metrics because most partners, most businesses, are looking at cash flow and free cash flow and all those kind of metrics. And financing with HPEFS really helps. The other thing it does is when you think about a partner’s capacity to do business, if they’re financing through HPEFS, it’s HPEFS’s credit line that’s being used, creating more availability for the partner to sell other solutions. So it doesn’t go against their credit limits. Robert Dutt: Not to get all “what have you done for me lately” with you, but what can partners expect from your business over the balance of 2026, as much as anyone has visibility into the near future? Brad Shapiro: Yeah, sure. I think what partners are going to see is, again, we talked about the offerings—us showing up with very competitive offerings, us showing up looking to help partners win, and again, helping partners. We want partners to think about, “Okay, there are these financing capabilities and I want to leverage those. How do we grow the HPE business?” The HPE business for our partners should be a growth engine for them—a profitable growth engine—and HPEFS is really here to help facilitate that. Robert Dutt: One thing I hear from folks in similar seats to you all the time is the idea that they feel their capabilities are underused or under-understood by partners. Generally speaking, obviously there are some exceptions to any rule. Does that kind of map with how you feel, and what’s the one tool, offering, or program that you offer that you think more partners would benefit from getting to know and adding to their toolkit? Brad Shapiro: Yeah, sure. I think Phil Mottram said it. He said, “HPEFS is one of our best-kept secrets.” So, yeah, I think generally we feel like we can do a better job, but I would say even coming to this Discover—and I’ve been to many, many, many Discovers—HPEFS is showing up because the marketing team has just done a fantastic job of integrating not only HPEFS, but kind of a whole value proposition focusing around IT economics. And I think that’s been a pivotal message here at Discover. From a partner perspective, again, I go back to all of those special financing offers that you just can’t get generally in the marketplace. You know, 0% on CloudOps software, 0% financing on Mist and Aruba Central. We’ve got a very competitive financing offer on storage. We talked about earlier the networking offerings that we have. So, across the portfolio, there are these offerings that you can only get from HPE and HPEFS. Robert Dutt: For an MSP or reseller who hasn’t thought much about asset disposition as part of their services offering, but is thinking, “Okay, well, maybe this is something I need to get into,” what’s the entry point? Is it something they engage you on directly, or do they kind of have to build their practice first and then bring you into the picture? Brad Shapiro: Well, I think they can engage us. If there’s an opportunity… the way I think about it is most customers are focused on, “What am I going to get that’s new? I need new technology for a project.” A lot of customers don’t have the wherewithal or focus on the disposition side. We think many customers end up giving their product away. Maybe somebody takes it and goes, “I’ll take care of it for you free of charge.” And the customer thinks, “Oh, this is great,” but there’s money in those assets, particularly now with the memory shortage. Anything with memory is going to have value. So for a partner, you don’t need to be an expert; just understand what the customer has in their environment and what they might be getting rid of. And it’s really just contacting HPEFS and we’ll do the assessment of whether there’s market value or not for the partner. Robert Dutt: That’s kind of where I wanted to go. Anything you want to throw out there in summation or in closing? Brad Shapiro: No, I really appreciate you having me. And it was great to get an opportunity to showcase what HPEFS is bringing to the table. I’m really excited and proud of what we’re doing and the role we can play in helping the partners grow with HPE. That’s what being a captive financing company is all about. So, looking forward to winning and growing with the partners in Canada. Robert Dutt: All right. Thank you for taking the time. Brad Shapiro: Thank you. Robert Dutt: There you have it. Brad Shapiro from HPE Financial Services. I’d like to thank Brad for his time, and I’d like to thank you for listening to the podcast. If you found the conversation useful, the best way to support the show is to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts, and leave us a rating or review if you’re so inclined. My takeaway from the conversation? HPEFS is making a deliberate shift away from being a passive financing option to an active weapon in the competitive arsenal. The 90/9 Advantage, the networking offer stack, and especially that partner pledge about quota retirement tied to partner payment speed—those are signals that HPE is serious about removing friction from channel economics. For Canadian partners, the July 1 portal rollout and the emphasis on chain of custody for ITAD are worth getting familiar with. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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What's happening at HPE Discover Las Vegas 2026?

Play Episode Listen Later Jun 18, 2026 18:58

What is happening at HPE Discover?This week Technology Now is bobbing along at HPE Discover Las Vegas 2026 at the Venetian Resort Las Vegas, HPE's annual customer and partner event. We ask what's changed since last year in the tech industry, how is HPE responding to the ever increasing rate of evolution in the sector, and what should our businesses and organizations be on the look out for in the next 12 months. Antonio Neri, President and CEO of HPE joins the show to tell us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both audio and video formats.About Antonio Neri: https://www.hpe.com/uk/en/leadership-bios/antonio-neri.html

The Buzz: Fidelma Russo makes the economic case for on-prem AI as HPE unveils Morpheus 9 and Vultr buys big

Play Episode Listen Later Jun 18, 2026 3:45

Today’s headline news for Canadian IT solution providers: HPE chief technology officer for cloud and AI Fidelma Russo used her Discover general session to introduce “tokenomics” – the argument that agentic AI economics are fundamentally infrastructure economics. She told the Las Vegas audience that continuous AI agents can cost $13,000 per agent per month in the public cloud, and revealed that HPE’s own MindStone AI support platform achieved a 30x cost reduction by moving from the public cloud to HPE Private Cloud AI on-prem – a saving of roughly $100,000 per month. Vultr announced it is buying HPE and NVIDIA Blackwell Ultra rack-scale systems – the GB300 NVL72 – with 800GbE Spectrum-X networking to build out next-generation global AI data centres. Vultr CEO J.J. Kardwell called out “decentralized, latency-sensitive workloads” as a driver. The announcement contained no channel component. HPE unveiled Morpheus 9, the latest version of its GreenLake virtualization platform, with a built-in MCP server for agent-driven operations. HPE claims up to 90 percent cost reduction versus traditional virtualization, and says more than 2,000 customers and one million cores are already on VM Essentials. A platform migration program offers the first year of Morpheus and VM Essentials at no cost. Zerto’s recovery tools are positioned as an “undo” button for when autonomous AI agents make unintended infrastructure changes. Read Full Transcript This epsisode of The Buzz is brought to you by HPE Discover 2026. Check out our full coverage of the event on ChannelBuzz.ca — you’ll find out HPE Discover 2026 News Hub in the menu bar at the top of the page. Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Thursday, June 18th, and here’s what’s happening in the channel today. Today, day three of HPE Discover 2026 in Las Vegas, and the story is the economics of the agentic enterprise. Let’s get to it. HPE’s chief technology officer for cloud and AI, Fidelma Russo, took the main stage yesterday morning with a message that will resonate with anyone who has watched a client’s cloud AI bill spiral: continuous agentic AI is wildly expensive in the public cloud. Russo cited a figure of $13,000 per month, per agent, for continuous reasoning operations in the public cloud. That is not a pilot. That is production infrastructure. Her answer is HPE’s take on “tokenomics” – the idea that AI economics are fundamentally infrastructure economics. It comes down to utilization, efficiency, and scale. And HPE has proof. Russo revealed that HPE built its own AI support platform, MindStone, and moved it from the public cloud to HPE Private Cloud AI on-prem. The result: a 30-fold cost reduction, saving roughly $100,000 per month. That is the argument for why production AI is coming to the data centre. Not because it is fashionable, but because the math stops working anywhere else. The alternative hyperscaler announced it is buying HPE and NVIDIA Blackwell Ultra rack-scale systems – specifically the GB300 NVL72 – along with 800-gigabit Ethernet Spectrum-X networking, to build out its next generation of global AI data centres. This is a procurement deal, not a partnership, but it is serious hardware at serious scale. Vultr CEO J.J. Kardwell framed it around “decentralized, latency-sensitive workloads across Vultr’s extensive global network.” Now clearly, this isn’t a channel story unto itself at this moment. This is pure enterprise infrastructure. But it does signal that someone is actually buying the big AI factory gear HPE has been talking about all week. The GreenLake platform now has a built-in MCP server for agent-driven operations, and HPE says Morpheus 9 delivers up to 90 percent cost reduction compared to traditional virtualization. There are more than 2,000 customers and a million cores already running on VM Essentials. To ease the migration pain, HPE is offering the first year of Morpheus and VM Essentials at no cost through a platform migration program. There is a caveat: Zerto’s instant recovery and migration support is Morpheus-only for now. No KVM, no Kubernetes natively. But Zerto gets an interesting new job in this agentic world. Russo positioned it as the undo button for when autonomous AI agents make unintended changes to infrastructure – roll back to a known good state instantly. I’ll be back tomorrow with a reporter’s notebook from the channel leadership breakfast panel at Discover, as we wrap up our coverage of the event this week. That’s how we’re seeing the headlines from HPE Discover. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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HPE compute software VP Justin McGarry on why Compute Ops Management is a business growth platform for MSPs

Play Episode Listen Later Jun 18, 2026 26:16

Justin McGarry, vice president of product management for compute software at HPE At HPE Discover 2026 in Las Vegas this week, In The Channel sat down with Justin McGarry, vice president of product management for compute software at HPE, to talk about where HPE’s server management story is headed – and what it means for MSPs in the Canadian channel. The centrepiece of that story is Compute Ops Management (COM) – HPE’s cloud-native, subscription-based platform built on iLO telemetry embedded in every ProLiant server. McGarry’s pitch is direct: COM is not just a management tool, it’s a business growth platform for MSPs who lean into it. His primary proof point is Nitec, an MSP that helped co-develop COM’s multi-tenant capability and now manages distributed customer environments at higher margins with fewer resources than previously required. Across a broader study of roughly 300 ProLiant customers, HPE found up to 75% less downtime and approximately $150,000 in travel and resource cost savings per customer. For MSPs serving customers with ESG or sustainability reporting obligations – increasingly common in Canadian public sector and regulated industries – COM’s AI insights module adds a forecasting layer that projects future carbon emissions and energy costs using an open-source forecasting engine. That projection can anchor a practical business case for a server refresh, as illustrated by Bookie.com, which is using COM on its path to net zero by 2030. Two capabilities worth flagging for mixed-environment MSPs: third-party server monitoring (visibility into non-HPE OEM hardware from the same console) and Secure Gateway, a virtual appliance that aggregates iLO traffic into a single cloud egress point – solving the cloud-connectivity objection for customers in financial services, healthcare, and other regulated sectors. On the agentic AI front, McGarry is candid that Compute Copilot is early. This week’s Discover announcement extends its reach into security advisories – surfacing recommendations and moving toward automated remediation. The fuller agentic vision is still taking shape. McGarry’s takeaway for partners: there’s still significant runway to understand what COM can do for their businesses, and the MSPs who’ve made it a core capability are seeing it pay off. Read Full Transcript ROBERT DUTT: This episode of In The Channel is brought to you by HPE Discover 2026. Check out our full coverage of the event at ChannelBuzz.ca. You’ll find our HPE Discover 2026 news hub in the menu bar right at the top of the page. Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. This week I’m at HPE Discover 2026 in Las Vegas, and over the course of the show I’ve been sitting down with HPE executives and partners for a series of conversations that I’ll be releasing over the next few days. Today’s guest is Justin McGarry, vice president of product management for compute software at HPE. Now, when HPE says compute, they mean their server business anchored by the ProLiant line, but Justin’s specific domain is the software that wraps around that hardware. The centerpiece of that is Compute Ops Management, which is HPE’s cloud-native platform for securing, automating and managing ProLiant estates. It’s built on top of iLO, HPE’s embedded server intelligence technology, and over the past few years it’s evolved into something that Justin argues is less a management tool and more a business growth engine for MSPs. Justin came to HPE a couple years ago from VMware, where he ran global services portfolio and the go-to-market strategy, so he brings an interesting outside perspective to where HPE’s story fits in the broader enterprise infrastructure picture. We talked about the MSP opportunity, sustainability forecasting, where Compute Copilot, the conversational AI layer for server management, actually stands today, and where HPE thinks agentic capabilities take all of this. Let’s get right into it. My chat with Justin McGarry. Justin, thanks for taking the time. I appreciate it. JUSTIN MCGARRY: Yeah, happy to be here, Rob. Thanks for giving me the opportunity to chat with you today. I’m sure it’s a busy week, this kind of show almost always is. ROBERT DUTT: Absolutely. To start with, you guys have been calling the business unit Compute rather than servers for a while now. When you’re talking to partners, how do you describe what Compute is today versus maybe what it was five years ago, what it all kind of entails? JUSTIN MCGARRY: Yeah, I mean, I’ll give you my perspective. So I joined the company about two and a half years ago now. And when I think about what we do in Compute, the foundation of that is ProLiant. So from a hardware perspective, the servers that we ship day in and day out to our customers. The other piece, from my perspective, and maybe I’m being a little selfish here, is all the software and solutions that wrap around that. So from a software perspective, I own what we call Compute Ops Management. So that is our cloud-native management platform for securing and automating those ProLiant estates. We actually do third-party monitoring as well. So other server OEMs that you have in the environment, we’ll monitor that as well. And then we have our on-premise solution for air-gapped and sovereign environments. That’s OneView. We’ve had OneView out in the market for many years now. And then, of course, the foundation of everything we do from a software perspective is with iLO, integrated lights-out. That has been out in the market now for a few decades. We continue to innovate and evolve on that. And so all of that intelligence, the data, the telemetry, that’s all foundation to what we do in our management platforms with our subscription-based cloud-native Compute Ops Management, and our sovereign air-gapped solution with OneView. ROBERT DUTT: Okay. A couple questions around things that you guys have announced recently. You guys just highlighted a 20% energy efficiency gain with the Gen 12 platform on Xeon. So for a reseller or MSP helping a mid-market customer justify the server refresh right now, how do you see energy efficiency playing in actually closing deals? Or is it still just sort of a nice-to-have thing on the spec sheet? JUSTIN MCGARRY: Yeah, I think customers are still really focused on sustainability. Again, if I think back to what we do from a software perspective with Compute Ops Management, one of the key assets or capabilities that we have there is what we call AI insights. And with those AI insights, we can actually help customers from a sustainability perspective be able to predict and forecast future carbon emissions. So I was at Discover in Barcelona late last year. We had a customer Booking.com on stage and Booking.com has a massive distributed environment all ProLiant-based. How are they managing, securing, automating that? They’re using Compute Ops Management. One of their key goals at a company level is they want to be net-zero by 2030. How are they going to get there? They got to make sure that they’re running an efficient, sustainable operation, certainly from a data center perspective. ProLiant is in that picture. And then how they’re managing, monitoring that, predicting their future forecasts or their carbon emissions to help them derive when they’re going to go do their refreshes. They’re using Compute Ops Management for that. So sustainability is still very much top of mind. Globally, I would say even more important in EMEA with some of those board-level sustainability targets that customers have with their ESG board-level goals that they’ve got to go and achieve. ROBERT DUTT: Do you see that catching up at all in the North American market? JUSTIN MCGARRY: You know, I do. I mean, I’m hearing it more in customer conversations. If I think about when I was in Discover Barcelona, a lot of the discussion there was around sovereign and sustainability. Early into the week here at Discover, I haven’t had a lot of customer meetings yet, but I’m going to kind of predict that I think some of the sustainability pieces are going to come into play, especially when you think about AI, you think about inferencing in particular out at the edge. You think about all the energy required to go in and not just do the training, but now thinking about the inferencing and workloads and use cases around GenAI. I think that’s just going to continue to become more important. And so that’s why we prioritized it in our roadmap to continue to evolve on what we’re doing from a sustainability perspective. ROBERT DUTT: Let’s get a little bit more into Compute Ops Management. You came from VMware, which has its own management tooling story. What does COM do that’s genuinely different and what does it mean for an MSP managing, say, 100 ProLiant servers across 20 customers or whatever that profile looks like? JUSTIN MCGARRY: Yeah, yeah. So I think what really differentiates HPE, I think, generally in the market is that we have the Compute Ops Management capability. So this was a build from the ground up, cloud-native subscription-based management tool that we brought to market a few years ago now. I think it has been very transformational in the customer conversations that we’ve been having because at the end of the day, it’s not just the hardware. It’s how you secure that, how you automate it. I think the unique differentiation that we have with Compute Ops Management is specifically with all the telemetry data and intelligence that we have at the iLO level. That is in every single ProLiant that we ship out the door. And because we have that chip in each of those ProLiants that goes out, it gives us a lot of capability to secure, automate, manage, orchestrate that environment for the customer. So I think that’s the unique value that we have in Compute Ops Management that may be a little bit different than what else you see out on the market and you reference VMware. Certainly a lot of great management capabilities there when it came to the workload level, the virtualization level. This is down at the hardware level, at the ProLiant level, helping customers manage and automate and secure that environment. When it comes to what’s in it for managed service providers, so we have a lot of success stories there that we’re continuing to build on where COM really enables multi-tenant compute management for those MSPs. They can do it from a single, secure, cloud console. They can proactively manage and monitor their customers’ environments. We have this MSP actually who will be on stage with me later today, Nitec, and the managing director there that runs that business. He started working with our team a few years ago now as we were starting to really kind of build some foundational capabilities into Compute Ops Management. He helped us with developing the concept around our MSP capability where we can manage different workspaces across an environment and have all of that visibility roll up to a single level. I think the key benefit for these partners, and of course there’s all the IT benefits and capabilities that they get. I think when I consider what Nitec has done and some of the other MSPs from a business perspective, what used to take a lot more resources for them to manage those customer environments, now they’re able to do that much more efficiently and effectively. They’re seeing a larger margin profile on these value-added services that they’re delivering to these customers as a result. And so, Compute Ops Management, you ask the folks at Nitec, that has been foundational to them being able to deliver these services effectively and at a much higher margin than they have been able to do in the past. So the story, Rob, honestly, is a very similar story to what customers achieve with using Compute Ops Management. We’ve got a study we did a little while back across about 300 ProLiant customers, up to 75% less downtime in their environment, a lot more, up to 150,000 or so in travel and resource costs saved. So just like we’re helping our customers effectively manage their environments with less resources and less cost at those distributed edge locations, we’re doing the same thing with our MSP partners. So we have a lot of opportunity there. It’s exciting to see, I would say, COM is not just a management tool, it’s a business growth platform for these MSPs who really lean into it and partner with us. ROBERT DUTT: Obviously, you’ve got folks like Nitec who are well along the curve, it sounds like, maybe even leading the way in many ways. Where are you at in terms of reaching the long tail of the MSP channel and kind of getting that, how fully realized is the opportunity for COM in the community today? JUSTIN MCGARRY: I think, Rob, we still have a ton of opportunity to get the message out there around Compute Ops Management. I find myself, when I am presenting to the various partner communities, there’s still a lot of opportunity to bring them up to speed on the capabilities that we have there, the benefits they can derive, and in particular, what’s in it for them. How can they go in and repeat what Nitec has done? I think if you ask Nitec, what is the one thing that they would recommend for partners to go do who are looking to scale their MSP businesses on top of a management capability like Compute Ops Management? It is getting a single kind of advocate champion in the organization to really understand what not only the product can provide to the end customer, but what are the benefits that the managed service provider can get out of using this type of capability in their environment to manage those end customers? ROBERT DUTT: You guys just recently launched or added Copilot, an integrated conversational AI layer for server management in COM. Interesting concept. Where is that at today? Is it sort of in the “this is what the future might look like” kind of phase, or is there aspects that it’s kind of going to be genuinely useful to an MSP today? JUSTIN MCGARRY: Yeah, I think it is very early stages with Compute Copilot. Today, it is very much a conversational AI assistant. So if I think about in my daily life how I’m using tools like Claude and my just kind of conversational interaction back and forth, Compute Copilot is very much that today. So hey, Compute Copilot, tell me about the servers I have in the environment and their health, or hey, Compute Copilot, tell me where I’m at on achieving, as I talked about the Booking.com story earlier, where am I at on my path to sustainability and meeting some of those targets? Those are some of the questions that you can ask of it today. If you asked Nitec, they would say, “Hey, all the manual effort and looking through all the manuals and documentation that HPE provides around the ProLiant infrastructure, we no longer have to go in, dig that all up and navigate our way through that.” We can ask the conversational assistant with Compute Copilot to do that. That’s the beginning. I think the future is really around agentic. So how can I interact with that Compute Copilot to say, “Hey, notice that this issue is happening in my environment. Provide me some recommendations on what I can do next.” It provides me those recommendations. And then I can say, “Hey, Compute Copilot, go and enact those recommendations.” And so I think about back to that study with those ProLiant customers and all that time and resource and effort saved, I just can’t imagine how much we can multiply that for our MSPs and for our customers once we start to get some of those agentic capabilities in place. What are the announcements we have this week, Rob, as we start to head down that agentic path is with security advisories. So security advisories, you think about the past, “Okay, I got to understand that there’s a security advisory out there. I then got to go and act on it and figure out what I need to go do in the environment to rectify that issue.” Now we’re heading down the path of, “Okay, I can get some intelligence to tell me, ‘Hey, this is happening in the environment. We can go and provide recommendations on where you need to go and implement this and then go and implement that.'” And so, yeah, I’m really excited about the opportunity that we have with agentic. I think back to your question, we’re just very much at the beginnings of where we can take capabilities like Compute Copilot. ROBERT DUTT: Especially as that kind of stuff starts to fit into the mix, it strikes me that it’s even more important that, as you mentioned, it’s a multi-vendor kind of environment that I as an MSP, if I have customers or existing infrastructure that’s running someone else, it’s, you know, it can be covered under this as well. JUSTIN MCGARRY: Yeah, yeah. So the third-party monitoring capability we have today is very much monitoring. So other OEM servers that you have in your environment, you can get visibility into those. And so we provide this capability today. I think we announced that about a year or so ago. I would say that is opening a lot more doors for our, certainly the conversations with the MSPs. You know, we can’t kid ourselves that at MSPs they only have one type of OEM in the environment. They might have multiple. It’s a hybrid environment. And the same can be said for our customers out there as well. And so having this third-party monitoring capability in place where I can go to that single console and not just have visibility into my ProLiant estate, but if an issue occurs, I want to be able to see that across the entire estate. The third-party monitoring capability gives us the ability to do that, Rob. And, you know, one other thing I’d add real quick, and this is something that a lot of our partners and even, I’d say, our customers, we still have some awareness-building to do around Secure Gateway. So one of the challenges that customers, when I first joined, time and time again, I have discussions with customers about cloud manageability. And the first question they say is, well, Justin, where is this all hosted? And, you know, do I really want my environment talking to the cloud? And one of the things that we developed over time is this capability called Secure Gateway. It’s a virtual appliance that can be deployed in the environment. And what that does is it actually aggregates all of the iLO traffic to that Secure Gateway. That’s then one egress connection out to the cloud instead of all of those iLOs connecting and talking to the cloud. Nine times out of ten in customer conversations I have, whether it’s financial, it’s some other regulated industry, healthcare, insurance, what have you, we are now able to overcome that hurdle with cloud management capability because we have the Secure Gateway virtual appliance that we can deploy for customers. So that’s another great capability. Combined with third-party monitoring, you deploy that virtual appliance and that’s how we’re able to have that visibility across the entire estate. ROBERT DUTT: We touched a little bit on sustainability earlier. Back home in Canada, we have particular sensitivities around energy costs, carbon reporting, especially for public sector and anyone under provincial ESG oversight. What is the sustainability dashboard in COM? Does that move the needle here? Is it a checkbox feature? What can it kind of add to an MSP who’s trying to make sure that their customers are informed and in the right place? JUSTIN MCGARRY: Yeah, I would say it’s a fundamental feature that we have in Compute Ops Management today. I think what really takes it to the next level is the AI insights that I mentioned. So we worked with an open-source forecasting engine model out there that we leverage to develop and engineer that capability. And what that allows you to do is be able to forecast out to the future. Hey, this is how we’ve been trending today. This is where we will end up in the future based on some of that intelligence that we have in the AI-driven insights capability. So I would say sustainability dashboard in Compute Ops Management is a very kind of foundational fundamental capability. How you take that to the next level is then being able to leverage the AI-driven insights that we have for sustainability, be able to predict what the future is going to look like from a carbon emissions, energy cost perspective, and then be able to proactively take some measures to make sure that you’re going to be able to meet or exceed those targets. And so some customers are actually looking at that and saying, okay, I’m not necessarily ready to refresh now, but based on how I’m predicting out to the future, yes, I need to make that next step from Gen 10 or even prior to that in my environment to the new Gen 12 and the cost associated with doing so. I can predict and forecast out into the future that based on my energy costs, I may be able to cover, I mean, not all of that expense to do the refresh, but certainly a part of it. And so that’s something else that I know we have had a lot of success with our customers here recently. Again, it comes back to not just having that fundamental sustainability dashboard in place, but also being able to look out into the future to a certain extent with that forecasting model that we have to predict where you’re going to go with carbon emissions, energy costs. ROBERT DUTT: Last one for me. What do you think is the biggest untapped or under-realized opportunity in the compute software sphere for you guys right now? What’s basically the one thing that you’d want a Canadian reseller walking away from Discover this week understanding about this business that maybe they didn’t come in with? JUSTIN MCGARRY: Yeah, I think that back to what we talked about a little bit ago, there’s still, I think, an opportunity with partners. Partners have heard maybe a little bit about Compute Ops Management, but haven’t yet gotten to the place where they fully understand the capabilities that we have there, where we have delivered on some of the things like Secure Gateway, third-party monitoring, the sustainability, AI-driven insights and the forecasting model there, where we’re going with agentic. What’s in it for them at the end of the day? What are they going to benefit from getting their customers up to speed on Compute Ops Management, using it to manage, orchestrate, secure, automate those environments? I think there’s a tremendous opportunity there to continue to, and this is on me. It’s on our teams at HPE to continue to work with our partners to bring them up to speed there. And then I think back to looking at what Nitec and others have done: really get that champion within your organization to understand not just what the customer benefits are and the outcomes that can be derived, not just from an IT perspective, but with the Booking.com story, that real business-critical impact that this software is driving. I think that’s a unique differentiator that HPE has out in the market from a ProLiant perspective with Compute Ops Management. And then the other piece for MSPs is, hey, I can go in and deliver higher-margin value-added services just by leveraging this management tool in the environment and learning from Nitec and others on how they’re doing that. So I think I feel like it’s very early stages, Rob, with the partner ecosystem. I think we have a ton of opportunity there to help them understand that COM isn’t just a management tool. It is a business growth driver for them, and helping them understand that and realize that outcome is certainly where I’m focused and where the team is focused going forward. ROBERT DUTT: Between that runway and I think the potential for agentic getting its hooks even deeper into this and making it increasingly actionable, I think you’re right. There’s a lot still to come. JUSTIN MCGARRY: Yeah, absolutely. Yeah, it’s exciting. I think there’s a tremendous opportunity with the partner ecosystem and I think, genuinely, I think we’re just getting started. ROBERT DUTT: All right. Look forward to seeing how it evolves. Awesome. Well, I appreciate you taking the time with me, Rob. Thank you. Thank you. ROBERT DUTT: There you have it. Justin McGarry from HPE. I’d like to thank Justin for carving out some time during what is a genuinely hectic week here at Discover. I really appreciate it. And thank you for listening. If you’d like to follow or subscribe to the podcast, you can find us on Apple Podcasts, Spotify, YouTube, most podcast directories. Ratings and reviews are always appreciated if you have a moment. A few things I take away from this conversation. First, Compute Ops Management is a more interesting story than the name might suggest. When you’ve got an MSP like Nitec that helped co-develop the platform’s multi-tenant capability and is now managing distributed customer environments at significantly higher margins with fewer resources, that’s a real signal worth paying attention to. Justin’s framing of COM as a business growth platform rather than a management tool is the right way to think about it. Second, the sustainability forecasting piece is genuinely differentiated for the Canadian market. The ability to project future carbon emissions and energy costs and use that forecast to build a board-level business case for a server refresh is practical and timely, especially for customers with ESG reporting obligations. And third, Compute Copilot is early, and Justin was honest about that. The near-term step, moving from conversational Q&A to actual agentic action on security advisories, is the right direction. It’s worth revisiting this conversation in a year to see how far that’s come. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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AI Export Bans, Memory Shortages & Apple's Nvidia Deal | Tech Field Day News Rundown: June 17, 2026

Gestalt IT Rundown

Play Episode Listen Later Jun 17, 2026 29:17

The AI industry just hit several major inflection points at once.This episode of the Tech Field Day News Rundown, recorded live from HPE Discover 2026 in Las Vegas, features Tom Hollingsworth and Alastair Cooke breaking down Anthropic's sudden shutdown of Claude Mythos 5 and Fable 5 following a U.S. export control directive, the growing server memory crisis impacting Dell and HPE, and Apple's surprising partnership with Google Cloud and Nvidia to scale Apple Intelligence. They also examine how digital sovereignty is reshaping global technology acquisitions after the Netherlands blocked Kyndryl's purchase of Solvinity, why community opposition is becoming one of the biggest threats to AI data center expansion, and how “botsitting” is eroding promised enterprise AI productivity gains. Finally, they preview what to expect from HPE Discover 2026, including AI agent infrastructure, GreenLake innovation, autonomous networking, and the future of enterprise AI operations.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:15 - US Government tells Anthropic to pull Mythos and Fable3:39 - HPE and Dell have different plans for RAM and SSD shortage6:32 - Apple wants enterprise AI10:05 - Dutch Cloud Sovereignty block Kyndryl's aquisition12:37 - Communities don't want AI datacenters in their neighbourhood16:57 - Botsitting is the new middle management, destroying productivity gains19:19 - HPE Discover Announcements25:54 - The Weeks Ahead27:58 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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The Buzz: HPE Discover keynote day: self-driving networks take centre stage as HPE makes its AI-era argument

Play Episode Listen Later Jun 17, 2026 8:36

HPE used keynote day at HPE Discover 2026 in Las Vegas to make a clear argument: networking is the foundation of the AI era. In the afternoon general session, Rami Rahim, HPE’s EVP and GM of Networking, led what was arguably the most channel-actionable session of the week. Using a “Millennium Tower” analogy to frame the risk of building AI on a networking foundation that wasn’t designed for it, Rahim announced four items worth flagging for Canadian partners. First, Marvis AI cross-pollination: Mist’s Marvis AI engine is coming to the Aruba Central platform, with explicit confirmation that neither platform is being sunset. Second, a unified SASE orchestrator combining SD-WAN and Secure Service Edge under a single console and consistent zero trust policy layer – including a new AI Firewall capability that classifies GenAI application usage as sanctioned, unsanctioned, or tolerated with guardrails like prompt filtering and upload controls. Third, the QFX 5140, a new inference switch purpose-built for distributed AI at the edge, announced this week. And fourth, the HPE Network Migration Program: zero percent financing through HPE Financial Services plus asset trade-in for legacy gear – a deal closer for stalled network refresh conversations. In the morning keynote, HPE president and CEO Antonio Neri framed the company’s direction around the “agentic enterprise” – autonomous AI agents that act without user input – and warned of the “shadow cost” of agents deployed at scale without IT governance. His GreenLake Intelligence example made it concrete: a system that sees a major all-hands meeting on the calendar and proactively prioritizes video traffic before the strain hits, based on historical telemetry. In the press Q&A, Neri put a five-month timeline on the Juniper integration – from deal close to fully integrated data centre switching, routing, and campus portfolios – and said HPE is “better than Cisco in many ways, whether it’s campus and branch.” For Canadian partners, data sovereignty is adding a uniquely local dimension to the private cloud AI and self-driving networks story. More on that in an upcoming In The Channel episode from the show. Read Full Transcript This epsisode of In The Channel is brought to you by HPE Discover 2026. Check out our full coverage of the event on ChannelBuzz.ca — you’ll find out HPE Discover 2026 News Hub in the menu bar at the top of the page. This episode of The Buzz is brought to you by HPE Discover 2026. HPE Discover runs June 15 to 18 at The Venetian in Las Vegas. Discover what’s next at hpe.com/discover. Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wedneday, June 17th, and here’s what’s happening in the channel today. We covered news elsewhere in an earlier episode of the Buzz, go check that out if you haven’t already. For this one, we’re drilling down on Tuesday’s news from HPE Discover 2026. We’re right in the middle of the week here, and I want to bring you the highlights from Tuesday – keynote day, the day HPE makes its biggest arguments. And the argument on Tuesday was pretty clear: the network – not the GPU, not the server – is the foundation of the AI era. They had product announcements to back it up. Here’s what went down. Let’s start with the afternoon, because honestly, the networking general session led by Rami Rahim – who heads up HPE’s networking business as EVP and GM following the Juniper acquisition – was the meatiest part of the day for the channel. The headline is what HPE is calling self-driving networks. The idea is that AI-driven networking should be able to sense, learn, optimize, and heal itself in real time, without requiring a human to manually troubleshoot every issue. Rami opened with an analogy I thought landed pretty well. He talked about the Millennium Tower in San Francisco – the luxury condo building that started sinking after construction because the foundation wasn’t built for the environmental load it was sitting on. His point: companies that are building AI on top of networking infrastructure that wasn’t designed for it are making the same mistake. “AI innovation can only move as fast as the network allows” was the line. It’s a good one. So what did they actually announce? Four things worth flagging. First: Marvis AI cross-pollination. Mist’s Marvis AI engine is coming to the Aruba Central platform, and Aruba capabilities are moving the other way too. Both platforms get stronger. And the important subtext for the channel: neither platform is being sunset. HPE has been clear about that, and it’s worth saying out loud, because there’s been plenty of speculation since the Juniper deal closed. Second: a unified SASE orchestrator. HPE is combining its SD-WAN and Secure Service Edge capabilities into a single console with a consistent zero trust policy layer across the enterprise. But the most interesting piece is what they’re calling the AI Firewall – the ability to classify your users’ GenAI applications as sanctioned, unsanctioned and blocked, or tolerated with guardrails like prompt filtering and data upload controls. They demoed it blocking a data exfiltration attempt through a GenAI app in real time. If you’re an MSP and your customers are asking you how they let people use AI tools without losing control of sensitive data, this is a concrete answer to that question. Third: the QFX 5140. This is a new inference switch – new this week, not a prior announcement – purpose-built for distributed AI workloads at the edge. AI-optimized load balancing and congestion control, designed to connect GPUs at distributed locations. The edge inference angle is where this gets interesting for partners who are thinking about AI at branch or remote sites. And fourth – and I want to make sure this doesn’t get buried – the HPE Network Migration Program. Zero percent financing through HPE Financial Services, plus asset trade-in for legacy non-self-driving gear. If you’ve got a customer sitting on aging campus or branch infrastructure and the refresh conversation has stalled, this is the conversation starter to go back with. On proof points: Rami said that over 80 percent of network incidents are now either fully self-remediating or instantly identified with a resolution ready – up from around 50 percent just a few years ago. He had big customers on stage: Ohio State University, the Royal Bank of Canada, Sentara Health. The RBC quote was notable – security is now “job number one” and it has to be managed at the network layer for what they called immutable evidence. That framing works particularly well in regulated industries, which is a big part of the Canadian market. In the press Q&A afterward, Rami was direct about where the security and networking story goes: “When we say network and security are coming together, it’s not a tagline – it’s an investment strategy.” He also acknowledged that getting customers to trust full network autonomy is an adoption curve – most start with what they call trusted actions, where the system recommends and the human approves, before moving to full automation. I actually think that’s a reassuring thing to say rather than a weakness – it matches how enterprise IT actually works. Now let’s go back to the morning. CEO Antonio Neri’s keynote set the strategic context for everything Rami built on in the afternoon. Neri’s frame for the whole show is what he’s calling the agentic enterprise – the shift from applications that respond to user inputs, to autonomous agents that reason across your data and take action. And his point is that infrastructure has to be built to handle that, because agents deployed at scale without IT governance become the new shadow IT problem. He used the phrase “shadow cost” – the risk of an AI-heavy workforce operating outside IT’s visibility and control. That’s a real and near-term problem for your customers, and MSPs are typically the ones who get called when it goes sideways. The most concrete illustration he gave was GreenLake Intelligence. The example: a major internal announcement gets added to the corporate calendar. The system sees it, anticipates that a large portion of the workforce is about to jump on a video call simultaneously, and proactively prioritizes video traffic before the strain hits – based on historical telemetry, no human in the loop. It’s a small example but it makes the concept real in a way that “agentic infrastructure” as a term doesn’t always do. In the press Q&A after the keynote, Neri was notably direct on a couple of things. On the Juniper integration, he put a specific number on it: from close of the deal on July 2nd last year, to fully integrated data centre switching, routing, and campus portfolios – five months. That’s a credible timeline, and it matters for partners who’ve been watching to see whether the deal delivers or whether it turns into the kind of slow-moving integration that disrupts customer relationships for years. And on competitive positioning, he was unusually blunt. Asked about HPE’s networking vision going forward, he said HPE is – direct quote – “better than Cisco in many ways, whether it’s campus and branch.” That’s not something you hear a CEO say casually at a press Q&A. Now, for the Canadian channel specifically, there’s a layer here that tends to get underplayed in the broader coverage of a show like this. The conversation in Canada right now isn’t just “upgrade your network because AI needs faster pipes.” It’s “bring AI workloads back on-prem or to Canadian colocation, because you can’t let that data live in a US-based cloud under current conditions.” Data sovereignty is a genuine buying driver right now in a way it hasn’t been before. And HPE’s self-driving networks story, and the broader private cloud AI play, maps onto that buying driver in a way that’s worth having a direct conversation with your customers about. I’ll have more on the Canadian channel perspective in an upcoming In The Channel episode coming later this week from HPE Discover. But the framing I’d leave you with is this: self-driving networks don’t eliminate the managed services partner – they change what that partner does. The network takes on more of the routine work, but someone still needs to watch the dashboard, make strategic decisions, and bring the human layer. That’s still your business, and if anything it’s a higher-value version of it. One more thing before we go – and this one’s a little off the beaten path. Someone asked Antonio Neri in the press Q&A who he’s picking for the World Cup. Being Argentine, he said he’d love to see Argentina win again – but acknowledged it’s tougher with an extra game in the format this time around. His final four: England, France, Argentina, and Spain. No bias there whatsoever. That’s how we’re seeing the headlines from HPE Discover. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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The Buzz: OpenAI launches partner program, Canadians among GTIA Innovation Award finalists, Cisco study shows looming infrastructure cliff

Play Episode Listen Later Jun 17, 2026 5:30

Today’s headline news for Canadian IT solution providers, aside from HPE Discover: OpenAI launches official partner program and investment fund: OpenAI has officially introduced its new partner program alongside a $150 million investment fund aimed at expanding its enterprise ecosystem. The partner program is designed to help service providers, system integrators, and consultancies build, deploy, and manage custom AI solutions leveraging OpenAI’s models. According to the company, the initiative will provide partners with dedicated technical support, go-to-market resources, and early access to new product features. The accompanying $150 million fund will focus on investing in early-stage startups that are developing applications on top of the platform. GTIA names two Canadian Innovate Awards finalists: GTIA announced the six finalists for its inaugural Innovate Awards today, with two Canadian companies among them: GoWest.ai (Toronto, customer-facing AI category, for its CFP Service Desk and Field Technician Assistant) and Nucleus Networks (Vancouver, internal AI category). Winners receive a $20,000 USD cash prize, announced at ChannelCon 2026 on August 5 in San Diego. For more on the awards and what GTIA is looking for, check out our In The Channel conversation with Carolyn April from April 27. And to hear Jennifer Roy of Nucleus on how they’re thinking about AI, that episode is here. Cisco research highlights Canadian AI network risks: A new study from Cisco underscores an infrastructure cliff for Canadian organizations. The research found that 71 percent of Canadian respondents expect their current network capacity to hit its limits within 36 months due to AI workloads, while 91 percent cited budget constraints as the primary barrier to the required modernization. The data provides a critical conversation point for MSPs: any serious AI strategy must now be preceded by a serious network upgrade strategy. Okta integrates with Google Cloud AI: Okta has announced it is adding a dedicated identity security layer to Google Cloud AI, while its Auth0 platform is now directly integrating with Gemini for AI agent deployment. According to the company, these integrations are designed to bring enterprise-grade identity governance into the fast-moving AI ecosystem. For Canadian solution providers helping customers experiment with AI tools, this integration provides a mechanism to secure these environments and non-human identities without slowing down developer velocity. CrowdStrike open AI gateway: CrowdStrike has announced an open gateway ecosystem making Falcon AI’s control plane available across AI infrastructure, with native integrations spanning Databricks, Google Cloud, Azure API Management, and others. Simultaneously, Grant Thornton Advisors announced it is standardizing its managed security service operations on Falcon Complete, replacing legacy MDR with what CrowdStrike is positioning as agentic MDR. Acumatica channel appointment: Acumatica has appointed Roman Bukary as senior vice president of partner strategy and programs, effective immediately. Bukary brings prior experience in SaaS channel leadership and will be responsible for the strategy and ongoing evolution of Acumatica’s partner ecosystem. Coro Global Lean IT Day: Coro has launched Global Lean IT Day as an annual observance on June 16, recognizing IT professionals who manage enterprise-level cybersecurity complexity with limited team size and resources. The announcement is tied to ISC2 data showing 59 percent of organizations report critical or significant cybersecurity skills shortages, and Coro says it will release full survey findings ahead of Black Hat USA 2026. Leaseweb Canada leadership: Leaseweb Canada has named Estelle Azemard as its new chief executive officer. Azemard, who will be based in Montreal, brings more than 16 years of cloud industry experience and will lead the company’s continued growth and strategic expansion in Canada, where data sovereignty and hybrid cloud demand are both rising. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, June 17th, and here’s what’s happening in the channel today. We’ll have a full roundup of everything going down at HPE Discover this week in your feed in about an hour from now, but in the meantime, there’s plenty going on aside from all the news at Discover. Here’s what we think is worth keeping an eye on. OpenAI has officially introduced its new partner program alongside a $150 million investment fund aimed at expanding its enterprise ecosystem. The partner program is designed to help service providers, system integrators, and consultancies build, deploy, and manage custom AI solutions leveraging OpenAI’s models. According to the company, the initiative will provide partners with dedicated technical support, go-to-market resources, and early access to new product features. The accompanying $150 million fund will focus on investing in early-stage startups that are developing applications on top of the platform. As enterprise demand for generative AI moves from the proof-of-concept phase to production deployment, solution providers are increasingly being asked to navigate the integration complexities of building AI agents and customized models. The launch represents a significant maturation of OpenAI’s channel strategy, moving beyond direct enterprise sales to embrace the third-party ecosystem. Formalizing a channel structure gives Canadian IT providers a clearer framework to monetize AI advisory and implementation services, allowing them to capture more margin as customer demand scales up. The Global Technology Industry Association – GTIA – has announced the six finalists for its inaugural Innovate Awards, and Canadians have a strong showing. Two of the six companies are Canadian: GoWest.ai, the Toronto-based AI consultancy founded by West McDonald, is a finalist for its CFP Service Desk and Field Technician Assistant in the customer-facing category, while Nucleus Networks, the Vancouver-based MSP that now operates across five Canadian cities, is a finalist in the internal AI solutions category. The remaining four finalists – J&M Solutions, Sentry Technology Solutions, Framework IT, and Thrive – are all US-based. Winners in each category receive a twenty-thousand-dollar cash prize, announced live at the ChannelCon 2026 final keynote on August 5th in San Diego. One-third of the inaugural finalist class being Canadian is significant for a channel community that too often looks south of the border for proof points on what real AI deployment looks like. If you want more context on what GTIA was building toward with these awards, and what “deployed and in production” actually means in practice, we covered exactly that earlier this year on In The Channel with Carolyn April, GTIA’s vice president of research and market intelligence. And to hear how Nucleus thinks about AI inside their own MSP operations, Jennifer Roy joined us on the show in late April. Links to both episodes are in the show notes. A new study from Cisco underscores a looming infrastructure cliff for Canadian organizations chasing AI ambitions. The research found that 71 percent of Canadian respondents expect their current network capacity to hit its limits within 36 months due to the demands of AI workloads. Even more pressing, 91 percent cited budget constraints as the primary barrier to the required modernization. This data suggests an impending reckoning where artificial intelligence software aspirations simply outpace the physical network capabilities required to move massive data sets. The strain on existing infrastructure will likely manifest in latency issues and stalled proof-of-concept projects. This presents a critical conversation point for Canadian MSPs and infrastructure partners to bring to their customers: any serious AI strategy must now be preceded by a serious network upgrade strategy. It creates a massive opportunity for the channel to re-engage clients on foundational infrastructure, turning a software conversation into a broader hardware and services engagement. In Brief: Okta announces dedicated identity secrity layer for Google Cloud CrowdStrike announced open AI gateway ecosystem. Acumatica appoints Roman Bukary as its new senior vice president of partner strategy and programs. Coro launches the first-ever Global Lean IT Day to recognize IT professionals managing enterprise-level cybersecurity with limited resources. Leaseweb Canada names Estelle Azemard as its new chief executive officer. Full details and links in the show notes or the blog post. Remember that we’ll have all The Buzz from HPE Discover in your inbox in about an hour, and shortly after that, be sure to check out today’s In The Channel, where we’ll talk to HPE’s Ben Fallon about the company’s self-driving networks strategy. And if you haven’t heard it yet, yesterday on The Buzz we took you through all the news from HPE Partner Growth Summit at Discover 2026, and then we followed that up Tuesday with HPE North American channel chief Jeremiah Jenson, going deep on The Power of One, the announcements from the show, and his big reqquest for solution providers. Be sure you check it out if you’re working with Hewlett-Packard Enterprise. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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Betting on HPE networking: Ben Fallon on self-driving networks, SASE security, and what partners can expect in November

Play Episode Listen Later Jun 17, 2026 14:38

en Fallon, vice president of worldwide channel and partner ecosystem networking sales At HPE Discover Las Vegas this week, HPE pushed its networking story to the centre of the event – from autonomous AIOps capabilities to a unified SASE platform – and the channel is central to how it plans to execute on some ambitious market share targets. ChannelBuzz.ca sat down on-site with Ben Fallon, vice president of worldwide channel and partner ecosystem networking sales, to talk about what the announcements mean in practice for Canadian partners. On the self-driving network vision – a major theme in the general sessions this week – Fallon pointed to HPE Aruba Mist as the concrete proof point: autonomous remediation that partners can toggle on in the dashboard for known network problems, no human click required. “Autonomous networking, with that human deciding where they want that to take place, is already real,” he said. On the Aruba and Juniper Networks platform integration – a frequent question from partners navigating two management platforms – Fallon described a “build once, deploy twice” philosophy built on microservices architecture, keeping both platforms differentiated by use case while accelerating innovation through cross-pollination rather than forced convergence. The SASE and security opportunity produced one of the clearest channel statements of the conversation: “Pretty much 100% of our security sales go through partners. There is no other path.” With HPE publicly targeting a $1 billion security business, Fallon said the partner base is nowhere near saturated – and that competency-based incentives within the Partner Ready Vantage program are in place to bring more networking-pedigreed partners into that conversation. A formal partner program unification is on track for November, with a stated focus on simplifying certification, deal registration, and rebates – and new incentives aimed squarely at winning net-new networking customers away from competing vendors. Read Full Transcript Robert Dutt: Today’s episode of In The Channel is brought to you by HPE Discover 2026. Discover runs June 15-18 at the Venetian in Las Vegas. Discover what’s next at hpe.com/discover. Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re coming to you this week from HPE Discover Las Vegas, where HPE has been rolling out a significant set of announcements across networking, cloud, and AI infrastructure. The embargoes are lifted, and the Partner Growth Summit is in the books, so we can actually get into the substance of things. My guest is Ben Fallon, vice president of worldwide channel and partner ecosystem networking sales at HPE. Ben came to this role via the Juniper side of the house. He was running global partner and commercial sales for Juniper Networks when the acquisition closed, and moved into leading the combined networking channel earlier this year. His session at Discover this week was called “Betting on HPE Networking,” which turned out to be a pretty useful frame for a conversation. We got into what self-driving networks actually mean for a partner having a Monday morning conversation with a customer, the Aruba and Mist integration story, the SASE and security opportunity, and what partners can expect when the unified program formally launches in November. Let’s get right into it. My chat with Ben Fallon. Ben, thanks for taking the time. I appreciate it. I know it’s a busy week on site here, I’m sure. Ben Fallon: It is. It’s a fun week. We’ve got thousands of partners here, but it’s great to be here with you. Robert Dutt: For listeners who don’t know you or your role, can you give me a quick rundown on what you do here and how you came to be leading networking channels for HPE? Ben Fallon: Yeah, so like you said, I lead the global networking channel for HPE. I’ve spent the last 25-odd years in the industry, have led channels for a number of the significant vendors in the market. I was part of the Juniper acquisition, most recently running one of the global sales segments, and in January moved over to lead the channel. We’ve got a fantastic opportunity in front of us. Robert Dutt: I like that you frame it as you’re part of the Juniper acquisition. You’re not taking entire credit for them acquiring Juniper to get your talent. Ben Fallon: Absolutely not, no. It was a bonus. Robert Dutt: Absolutely. Your session this week is called “Betting on HPE Networking.” It’s a pretty confident way of looking at it, and obvious given the milieu. Walk me through what the bet looks like from where you sit. What are you asking partners to bet on, and why now? Ben Fallon: Yeah, so for me, it’s like when you look at a bet, you’ve got to make sure it’s a good one. No one wants to be playing the lottery. That’s got the worst chance of winning. The more strategy that you actually bring into a game, along with some execution, increases your chance of winning. So for us, what increases the chance of winning with HPE Networking is cross-selling. The more you’re selling across the portfolio, the more you’re going to engage with our account teams, the more problems you’re going to solve for our customers. And also, that’s where you can earn the most amount of rebates, and where the program is really geared towards. So if you make a bet on us, we’re making a bet on you, and you’ll get that back in profitability and customer satisfaction. Robert Dutt: Cross-selling within networking, across the HPE portfolio, or… Ben Fallon: All of the above. So you can absolutely cross-sell within the portfolio, whether you’re selling campus and branch, or you want to move into selling more security solutions. Or if you’re selling the hybrid cloud solution portfolio from HPE, you need to start getting involved in networking, because it’s going to expand your opportunity, and we know the network is at the heart of all of these AI workloads. Robert Dutt: One of the big presentations here is about taking the idea of self-driving networks from vision to reality. For a lot of partners, though, the question is always, “What do I take to my customer?” On Monday morning, how do partners translate that message around self-driving networks to a concrete conversation with staff at a customer, and make it map with their care-abouts? Ben Fallon: Yeah, sure. Well, look, complexity is only increasing. We know there are talent shortages. We know that it’s almost an impossible task to keep up with all the vulnerabilities that are created through AI. And so you have to have AI as part of your defense. So what’s real? Let’s take something like HPE Mist, where that has autonomous actions now built into the dashboard. So we know for certain problems that come up on the network, we know how to remediate them. We don’t need a person to go and click a button. You can literally switch on a toggle, and off it goes. So autonomous networking, with that human deciding where they want that to take place, is already real. Robert Dutt: You touch on Mist. One thing I do hear from partners sometimes is with the Aruba and Juniper integration, the two platforms you’ve got with Aruba Central and Mist, moving toward common capabilities, but it sounds like the vision is not to merge. What do you tell the partner who’s been selling one side of that equation or the other? And now that we’ve kind of got one HPE networking, what does it mean in practice, basically? Ben Fallon: Yeah, well, you touched on self-driving. That’s a unified vision across the entire portfolio. And then we’ve got this strategy of cross-pollination. I think if you look at a lot of acquisitions over the years, they’ve spent so long arguing over maybe not a feature, but how do you actually get to that feature to be capable? And innovation dies when that happens. If you want innovation to actually accelerate, which is what we’re seeing, you take the best from each platform, and because they’re built with a microservices architecture, you can build once, deploy twice, and it becomes this incredible boon of innovation on the platform. So I’d say that is real, because customers are voting with their wallet. So there’s a decent amount of cross-pollination, but each kind of remains aimed towards its focus. Robert Dutt: That’s it. Ben Fallon: And really what I see with partners is they see this as a growth play in the same way that we do. This is about finding new opportunity. So they may have served some SMB customers with some on-prem part of the Aruba portfolio. Now they’re wanting to get into some mid-sized lower enterprise, and they’re seeing that Mist has some capability that helps get them there. So it’s a growth play for us, and it’s a growth play for the partner. Robert Dutt: One of the things that caught my attention in the announcements this week was the unified SASE story – bringing SD-WAN and SSE under one management pane. You guys have talked about a billion-dollar security ambition. Pretty big number. What’s the channel’s role in getting to that? And for a partner who hasn’t historically led with networking security, what’s kind of the on-ramp or the easiest first step? Ben Fallon: Yeah. So first of all, obviously, we’ve got this universal zero-trust network architecture, which we’re really leaning into. And it’s about bringing together the different parts of the security portfolios from across HPE. And obviously with the Juniper acquisition, that brought an even richer portfolio. For partners, pretty much 100% of our security sales go through partners, so there is no other path. And what we’re really looking for is – we have some very, very capable, specialized partners on security – I think there’s a bigger opportunity for more partners to be selling HPE networking and security solutions. We’re just getting started. We’re already posting some great numbers. We had some incredible growth just last quarter, and there’s still more partners can do. We are not saturated from the partner landscape selling our security portfolio, so lots of opportunity there. Robert Dutt: Those additional partners in that space – do you see them being primarily folks who come in from other parts of the HPE network, existing specialists in security who maybe haven’t worked with you in the past, a little bit of both? What’s kind of the… Ben Fallon: It’s a bit of a combination, but you always have to focus. You can’t go everywhere. And where we’re focusing is on partners that have a pedigree in networking with us, because we’re increasingly seeing that there’s a great attach opportunity, and the convergence of the network and security we think is only going to accelerate. Robert Dutt: Are we at the point of having a formal program, that kind of thing, to bring those partners on board, or to enable and encourage the partners who are in the HPE sphere, but not yet? Ben Fallon: Yeah, we do. We have, as part of our Partner Ready Vantage program, our broad certifications that are part of that, and that’s how you get to platinum, gold, silver, etc. But then we have competencies, and we have a number of security competencies that partners can build up that capability. They can pick different parts of the portfolio. They could be brand new to networking, but build up competency in security, and that will bring technical competence and capability, but also incremental profitability for them as well. Robert Dutt: A lot of talk this week, obviously, about the disruption around VMware – customers reconsidering virtualization strategies and how that drives the refresh cycles within the data center on some of the compute and storage hardware, all that kind of good stuff. Does that also create a network refresh opportunity? Ben Fallon: So there can be opportunities that do arise. I don’t know if that’s the biggest piece that’s driving growth in data center networking right now. I think the AI boom is doing a significant job there, and probably dwarfs anything else. But what you’ll see is announcements this week around how we’re, really from a technology perspective, bringing more parts of the portfolio together from across the hybrid cloud portfolio and networking. Because really, that’s what customers want. They want integrated technology that solves their problems, and that’s what we’re focused on. Robert Dutt: From a Canadian channel perspective, where do you see the biggest networking opportunities today? I’m going to guess your answer to the last question strongly informs the answer to this one. But what are the biggest opportunities in the back half of the year? And what’s your ask of Canadian partners who are listening to this? Ben Fallon: Yeah. Well, there are two things I think are the biggest opportunity. One is cross-selling. If you’re selling part of the HPE portfolio today, look at how you can integrate across the stack – whether that’s the full HPE stack, or whether it’s specific to networking. There’s a huge opportunity there, and we’re seeing that partners that have adopted that are growing faster than anyone else. Second, new logos – going after new customers. We’re here to win. We’re here to be number one, and we’ll do that first in wireless networking. And to do that, we need new customers. And you’ll see new incentives and new programs come out in November that will put even more wood behind the arrow – that’s going to make it an incredible opportunity for partners to go and solve the networking crimes of other vendors and bring them into the light of a self-driving network. Robert Dutt: You guys are obviously deep into the process of integrating programs between legacy HPE and legacy Juniper. We have the November 1 date, I believe, as the formalized launch date for that becoming one. What can partners expect coming out of that at a programmatic level on the networking side? Ben Fallon: Yeah. So what we’re doing is, first of all, looking at the experience partners have – everything from how they get certified, trying to simplify that and make sure that they’re not having to do multiple layers and duplicative actions. We’re working on the experience when it comes to things like registering a deal, getting rebates, keeping it simple. I think other vendors I’ve seen, you need a bit of a rocket science degree to figure out how all of these different programs and rebates come together. We’re focusing on keeping it simple, we’re focused on driving action, and most of all – which I think is often missed – we’re making sure that our sales teams know how to engage with partners really well and go and win deals together. Robert Dutt: Good luck on a big week here at Discover, and thanks for taking the time once again. Ben Fallon: Appreciated. And we love working with our Canadian partners, and just a big thank you to all of them that are on board already. Robert Dutt: There you have it, Ben Fallon from HPE. I’d like to thank Ben for his time. We were literally recording between sessions at Discover, and I appreciate him making it work. And thank you for listening as well. A few things that stuck with me from this one. The self-driving network story has been fairly abstract for a while, but his Mist example – autonomous remediation actions you can toggle on in the dashboard, no human in the loop for known problem types – it’s the most concrete I’ve heard it get. That’s actually something you can put in front of a customer. The other thing worth sitting with: “pretty much 100% of our security sales go through partners. There is no other path.” That’s what Ben said. If you’re an HPE networking partner who hasn’t yet built a security practice, and HPE is out there talking about a billion-dollar security ambition, someone is going to capture that opportunity. Make sure it’s you. And for partners who may have walked away from the Juniper side of the portfolio at acquisition time and have been watching from the sidelines, November is shaping up to be the moment to take another look. Simplified programs, new incentives, a unified experience. It’s worth paying attention to. If you found the episode useful, we’d love to have you subscribe to the podcast. You’ll find us on Apple Podcasts, Spotify, YouTube, and most of the major podcast directories. If you have a moment to leave a rating or a review, it always helps. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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144. Quand devient on adulte ?

Passages Insolites

Play Episode Listen Later Jun 16, 2026 16:13

Mes enfants ne sont plus tout à fait des enfants.J'avance, doucement, vers la cinquantaine. Et certains jours, dans ma tête, j'ai huit ans.Alors une question s'installe et refuse de partir : à partir de quand est-ce qu'on devient adulte, au juste ?Dans cet épisode solo, j'ouvre une question que je traîne depuis presque toujours, sans prétendre la refermer.Pour cela je suis trois pistes qui se contredisent joyeusement : ce noyau intérieur qui semble ne pas vieillir au même rythme que le reste, cette façon qu'on a de choper les codes de chaque milieu (déjà enfant, pour être aimé), et cette petite phrase qui pique, « tu verras quand tu seras grand », qu'on jure ne jamais redire avant de s'entendre la prononcer.Aucune réponse à la clé, juste une exploration honnête de ce drôle d'écart entre l'âge du corps et l'âge du dedans. Et une idée qui flotte, pour finir : être adulte tiendrait davantage du rôle qu'on joue pour les autres que de l'état qu'on atteint un beau matin.Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

HPE’s Jeremiah Jenson on the power of one: what the Partner Growth Summit announcements mean for Canadian partners

Play Episode Listen Later Jun 16, 2026 29:48

Jeremiah Jenson, vice president of North Amiercan channels at HPE This episode is the second half of a two-part conversation with Jeremiah Jenson, vice president of North America Channel and Partner Ecosystem at HPE, recorded ahead of HPE Discover 2026. Part one – the Discover preview and HPE’s AI infrastructure themes – is Monday’s episode. This half focuses on the announcements made at the HPE Partner Growth Summit on Monday, June 16. The centrepiece is what HPE is calling the “power of one” – one portfolio, one partner program, one integrated experience. It’s partly organizational messaging, but there’s real substance underneath: HPE spent the past 18 months merging three separate channel organizations (HPE, Aruba, and Juniper) into a single team, and the work of translating that into a coherent partner experience is now coming due. Concretely, that means Juniper partners integrating into Partner Ready Vantage on November 1 – with tier mapping already defined – along with Zerto, Private Cloud 3000, and Private Cloud 1000 shifting to channel-only routes to market. HPE is also extending free three-year Morpheus software licenses to approximately 600 partners for internal deployment, as much about building hands-on expertise as it is about the virtualization savings. The piece with the most direct relevance for Canadian MSPs is the new partner-branded services model: partners lead with their own brand, own the customer relationship, and HPE backs them as the invisible infrastructure layer for on-site break-fix and parts logistics. Jenson specifically calls out Canadian partners’ customer intimacy and regional compliance knowledge as a natural fit for that services-forward model. The “one more mile” close is worth hearing directly. Tuesday’s episode of The Buzz has the headline news breakdown – check that first if you want the full context. Read Full Transcript [Robert Dutt]: This episode of In The Channel is brought to you by HPE Discover 2026, and we’ll be bringing you full event coverage all week right here on ChannelBuzz.ca. Don’t miss it! Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. Quick note before we dive into this one – if you haven’t already listened to Tuesday’s episode of The Buzz, I’d really encourage you to go find that in your feed first. On The Buzz, we’ve got the headline rundown on HPE’s Partner Growth Summit announcements – what was announced, what moved, what the numbers are. What we’re doing here is going a level deeper with the person who actually owns this for North America. Jeremiah Jenson is the vice president of North America Channel and Partner Ecosystem at HPE. He returned to the company about a year ago, after a previous decade-plus that included the Aruba acquisition, a stint at AWS in between, and enough perspective on how the IT channel actually works to fill several episodes on their own. This is part two of a conversation we recorded just ahead of Discover. Part one, the Discover preview and the big AI infrastructure themes, is on the feed Monday if you want the full picture. This half is about the Partner Growth Summit announcements – what HPE is calling the power of one. One portfolio, one program, one partner experience. And specifically, what it means if you’re a Canadian reseller or MSP trying to figure out where HPE fits into your business right now and into the second half of 2026. Let’s get right into it. My chat with Jeremiah Jenson. Jeremiah, good to be chatting with you again. [Jeremiah Jenson]: Yeah, good to talk to you, Rob. Thanks. [Robert Dutt]: Let’s get into some of the stuff that was announced at Partner Growth Summit. And I guess let’s start here. You’ve now had about 18 months since the single channel org stood up, and now you’ve got the Juniper integration happening on top of that. From your seat, what did that single organization feel like to execute on? And what’s the one thing that turned out to be harder than expected? [Jeremiah Jenson]: One, it feels very good. So a little bit of my history – I was here when the Aruba acquisition happened some 10 years ago, and then I was with a different company for a period of time, and I’ve been back for about a year and a half now. And I will say it’s been fantastic to unify the channel in a lot of ways – making it more simple and easier and more profitable for partners to understand and to do business with, but also to take advantage of the power of the portfolio. So what’s it like? Simple answer. It’s great because we have a tremendous amount of channel history and momentum and power from that piece of the business, combined with a tremendous amount of channel history, momentum, and power on the hybrid IT side, and bringing all that together in a unified way. It’s fantastic. Now, the hardest part about that is you’re dealing with big businesses and the devil being in the details. And that’s where we just spend a lot of time working on. While the big themes are unification, ease of doing business, and simplifying things along those lines, the hard part is in the detail. Like, how do we actually want to help accomplish this? And so from that, we’ve had to get a lot of very big voices in the room and get through some very meaningful things on behalf of our customers and our partners. [Robert Dutt]: I guess, to your point on your history and the long history of HPE in this acquisition space, at least to some degree, you’ve got the muscle memory of doing the Aruba side of things and getting that integrated into the programs. And now it’s sort of doing that at a different timeline, at a different scale with Juniper. [Jeremiah Jenson]: It’s true. We have the muscle memory of acquisitions and some history of that. I think the one thing that is really just awesome to see is how people have come together with customer and partner being front and center, and how are we iterating and innovating on their behalf, and just a unified goal of how do we move really fast? Because the opportunity in that market is too big for us to miss. And so there’s really this motivation to move very, very fast and very quickly. And that’s why we’re ahead of our integration targets. We’re very pleased with where we are in that business, unifying the channel, unifying a bunch of business processes. You’re seeing that in the programmatic announcements we made. So it’s nice to be able to take advantage of that muscle memory. We’ve done the training, now we’re doing it for real. [Robert Dutt]: So the November 1 date is concrete, and the tier mapping for the Juniper roll into Partner Ready Vantage is clear – Elite Plus becomes Platinum, etc. But what about the Canadian partner today who’s a Juniper partner, but has never really sold HPE server or storage? What does that reality look like in practice? Is there a runway and enablement in place to help bring those folks on board? And obviously, I assume you want as many of them transacting as far across the portfolio as possible – what does it look like as the two truly become one? [Jeremiah Jenson]: Absolutely. So one, we want them participating across the full portfolio. One program gives partners a very clear, unified path across networking, cloud, and AI. And this move that we’ve made, it’s a major simplification that gives partners a more consistent way in which they can engage across those three – whether that’s networking, cloud, or AI. And it also paints a very clear opportunity in terms of how they can take the broader portfolio to their customers to solve those business problems. I always want to keep that customer front and center, and that they have a unique opportunity to solve a broader set of customer challenges. And so the value there is that partners can work across more of the portfolio without navigating disconnected experiences. And I also want to say, we’re not forcing anybody to become something that they’re not. This is an opportunity for them, and we’ve made it simple for them to capture that opportunity and to grow their business with HPE. [Robert Dutt]: It’s always a balancing act, right? You want to incentivize, but you don’t want to push too hard because that potentially breaks partner business models or creates challenges. But at the same time, it’s like – we’ve got all this stuff over here too. You want to sell it? That’d be cool. [Jeremiah Jenson]: Yeah, look, I’m not twisting anybody’s arm here. I think the opportunity speaks for itself. And I think our results in the market also speak for themselves. The opportunity is there, and that opportunity stands on its own. Whether you want to invest in an AI practice or whether you have an opportunity to help customers solve a problem with compute, we have the right enablement and want to come alongside that partner and take advantage of that opportunity and help that customer. But that opportunity is real and right there for them now. The value of the opportunity, the capability of our products, how that’s meeting the market with customers – that speaks for itself. So the opportunity is there, and I want to harness it. I want to take advantage of it with our mutual partners. [Robert Dutt]: We seem to be getting a little bit of a drumbeat going in terms of HPE products being declared channel-only in terms of go-to-market. Last year with VME Essentials, this year it’s Zerto, PC 3000, PC 1000. There’s clearly a strategic logic here beyond just adding product to the list. What’s the underlying principle on what makes a product the right candidate to be channel-only? And what does it mean for a partner that these products will only come through them and their peers? [Jeremiah Jenson]: Well, I mean, there’s a couple of things there. Certainly we’re expanding areas where partners can lead, and that creates additional room for growth, both for them and for us. And it’s a clear signal that HPE is expanding in areas where – like I said – where partners can lead, but especially in areas that are core to the market, whether that’s private cloud or virtualization with this great VM reset that we’ve got going on, or whether that’s data protection with some of our Zerto solutions and ransomware protection, things along those lines. So this gives partners more ownership and opportunity while also creating more room for them to differentiate. I don’t want a homogeneous channel. Each partner has not made the same investments. And so each partner has a level of capability, a market that they serve, and has made investments to serve their customers in the right way. And so this partner-led opportunity with these products gives them not only ownership of the opportunity, but clear ways in which they can differentiate by investing in these product sets. So it’s an area of channel leadership. And then finally, it also speaks to our channel heritage. We trust the channel. We partner with them very closely, and we see an opportunity for us to grow our collective business by allowing them to lead. [Robert Dutt]: To your point on the non-homogeneous nature of the channel, I think that’s represented well throughout the program and what you guys are talking about in terms of being open to embracing and facilitating multi-partner engagements when the customer needs support from different specialists in different areas to drive those outcomes. [Jeremiah Jenson]: Yeah, absolutely. I mean, I think this helps partners build higher-value practices. I don’t need them just to sell another product. We have lots of products that are available for sale, but this helps them see and build a higher-value practice, whether that’s the services capability that they can bring in – because we all know customers need help transforming to new and more efficient ways of doing business in a hybrid IT environment. So it creates more ways for partners to move up that value chain, whether that’s through their services or deeper expertise that they want to build. And it matters because that creates long-term growth. As they become more valuable to the customer through their differentiated capabilities, differentiated services, or the distinct and unique value that they bring to their customers, it creates long-term growth. It helps build something that outlasts not only them, but us. [Robert Dutt]: Part of the announcements is you’re giving up to 600 partners free Morpheus licenses to run their own environments. It’s interesting – it really sounds like it’s saying, sort of an opportunity to become your own reference customer, to drink your own champagne, to eat your own dog food, whatever your preferred analogy is there. What are the expectations around how partners use those capabilities? Is it about demos? Is it about building their own expertise? Is it about getting a chance to do some of that transformation and reinvention of their own infrastructure and tech stack so they can speak more clearly to customers about what’s possible? [Jeremiah Jenson]: Yeah, I mean, what is going on in the virtualization market is impacting everybody – the entire channel. And I don’t mean just how various companies are going to market. It’s impacting everybody, and that includes our partners who are customers of a lot of different companies. And there’s real power in our portfolio. We see a clear opportunity not only to invest in the channel with those partners who have invested in us, those partners who have invested in the virtualization competency – we want to invest back in them with the capability that our portfolio brings to them. So these VME licenses offer them an opportunity to reset their virtualization environment and set themselves up for continued modernization. And what better story to take to their customers than, “We know this works for you because we did it ourselves.” So drinking their own champagne is a very good analogy there. And that is our expectation – not only to help partners realize the true value of the portfolio, but also enable them to modernize and take that story to their customers. And there’s no better way than to say, “I’ve done it myself and here were the outcomes that we saw.” [Robert Dutt]: Given the scale of the HPE channel, I’m guessing there are going to be a lot of hands going up for those 600 slots. [Jeremiah Jenson]: Well, look, what we see in VME, the Morpheus software suite, is nothing short of impressive. I’ve got a history of working with and working for companies that move very fast, that make decisions fast and execute very quickly. What I have seen in this Morpheus VME space is impressive – it’s like nothing I’ve ever seen. The roadmap, our ability to execute against that roadmap, to produce enterprise-quality and just phenomenal products at pace and at scale is incredibly impressive. And so partners that are working with VME and Morpheus today are continuing to be blown away by the capability and the roadmap. And for those partners that haven’t taken advantage of that, please take a moment for yourself and look at what we’re doing here. It’s a fantastic product and a fantastic solution to help customers with what they need most – cost savings while setting the on-ramp to modernization. [Robert Dutt]: Especially in a moment where perhaps acquiring new tech is not going to be as easy as it has been from a hardware point of view. [Jeremiah Jenson]: Exactly. In a moment where everybody is looking for ways to save dollars, you can cut virtualization costs by up to 90% with this product. It has very simple per-socket pricing. And so what better opportunity not only to help our partners, but to get that message out to their customers. [Robert Dutt]: In terms of channel penetration, is this a fairly mature, realized market, or is there still a lot of greenfield out there on the channel side? [Jeremiah Jenson]: I mean, there’s a massive opportunity. You think about the size of that virtualization market – the size of the VM reset, the virtual machine market – it’s huge. So there is a tremendous amount of headroom in this market. There is a tremendous amount of opportunity for all of us. And we have to turn that opportunity into reality. And that’s happening now. [Robert Dutt]: Moving on to partner-branded services – this is one that really caught my interest, and I think is going to catch the interest of a lot of folks, especially those who are in the MSP mode. Can you walk me through what it actually looks like for a Canadian MSP? They’re putting their name on a support offering, HPE is the invisible backbone. What does it look like in terms of the customer call, billing, and what does HPE get out of participating in this model where it’s the partner and not HPE that’s the primary brand? [Jeremiah Jenson]: First of all, a clear thing with partners is they have a level of customer understanding – or I often say they have a level of customer intimacy that I could never replace and don’t intend to. So partner-branded services really helps us service the customer faster with a very valuable piece of that equation, and that’s the partner. So allowing a partner to take first-call support, first-call services, and to be able to capitalize on that customer knowledge and that depth of history and customer intimacy that they have – what we have found is that just produces a better customer outcome. So E+ in North America is one of those first partners that has taken advantage of this, and we’re really just enthused and excited about what’s coming through at the customer level. That’s the piece that I want to put front and center – customers have a need for a faster answer, a faster path to resolution, and partners are part of that. And so this acceleration of this program is really helping. From a Canadian standpoint, look, who knows more about the Canadian market than a Canadian partner serving a Canadian customer and understanding their requirements? I often say Canadians have forgotten more about Canada than I’ll ever know, and I have a tremendous amount of respect for that. So the opportunity to deploy that knowledge front and center with a customer – no better opportunity. And it plays especially important, I think, in a market like Canada where there are so many differences regionally. In any large market there are regional differences, but there are real and meaningful differences here. [Robert Dutt]: Yeah, I mean, let’s not pretend that the United States and Canada are identical, because they’re not. There are nuances, there are real and meaningful differences. [Jeremiah Jenson]: And whether that’s compliance or any other kind of nuance, those differences are real at the customer level. And so the opportunity for partners to service customers with that level of knowledge – whether that’s compliance or regional nuance – that speaks to the power of the channel. And it’s phenomenal to see this announcement come to life and see partners taking advantage of it. [Robert Dutt]: So how quickly do you anticipate it expanding to a broader number of potential service provider partners who are in that partner-branded services mode with you? [Jeremiah Jenson]: I think it really is incumbent upon us to be very deliberate about what we build with our partners. I think in the past, sometimes partners get very focused on what can I sell today. And I think the opportunity with partner-branded services is how can we build something that outlasts all of us? How can we build a foundation of services? Because once you have that services capability and once you are effectively taking that first call and you are not only the provider but you are the solution – you are the solution for when things need to be fixed – that stickiness becomes very real. So we have to really think about what do we want to build? What is the services capability that we’re building together? And from that, that will create the pace at which we grow. But there are very large partners, very sizable MSPs, as well as what I would call MSPs who have very specialized capability that want to take advantage of this. [Robert Dutt]: Moving on to storage – you’ve got the 15% front-end takeout rebate on top of existing rebates for competitive storage displacement. That’s a notable number. How should a Canadian reseller read that? I’ve heard that it runs at least through calendar year, but is this a period-based incentive or is it a signal that HPE is ready to play offense on storage for the long haul? [Jeremiah Jenson]: It’s the latter. We are very much on the front foot when it comes to our storage portfolio. The product is fantastic. The storage portfolio specifically is in a place that I’ve never seen it before in decades of history. And that’s phenomenal. And the results we have seen over the past several quarters – it has been several quarters of really good growth and great success here in North America. And now is the time to pour gasoline on that fire. So this is a signal of not only our existing success, but how can we be even more on the front foot and take that to our partners who want to lean in with us. Now is the time to lean in with storage and our hybrid cloud offerings and really accelerate – how we go and acquire new customers and grow that base for the future. There’s a phenomenal opportunity with our product, but there’s a bigger opportunity in what customers are demanding, and we have the right product to meet it. [Robert Dutt]: So November 1, one experience. That’s a big promise. We’ve got one portal, one deal registration system, one development fund. There’s a lot in there. For a partner who’s been managing different login credentials and different MDF processes, what’s actually noticeably different on November 2 in terms of their relationship and running their business with HPE? [Jeremiah Jenson]: Yeah. I mean, I say this a lot because it’s real – I spend an inordinate amount of my time thinking about how do we simplify? How do we make ourselves easier to do business with? And so one experience is really about making it easier for partners to engage, to move faster, and to grow at an accelerated rate. And it matters because partners want speed, but speed comes from consistency and getting rid of some of the administrative overhead that is in place. So this is all about reducing friction in the places where partners feel it the most. Having to log out of one website and into another – common tools, common onboarding processes, contracting, deal flow, deal registration, things along those lines. This is really all about making it easier for partners to engage and easier for us to do business together. It pains me and keeps me awake at night if they’ve got to log into multiple websites – it’s just time. It’s impacting the time in which we can get to customers and service customers. So that’s what they should expect: a common set of tools, common contracting, common deal flow, easier to engage, and moving faster with HPE. [Robert Dutt]: We’ve heard that this is going to be AI-enabled in terms of the partner portal and partner tools and experiences. Can you tell me a little bit about what that means today, as well as – without giving away too much of the secret sauce – what you’re thinking about in terms of what AI-enabling the partner experience is going to look like for your partners in the long run? [Jeremiah Jenson]: Yeah, I mean, we’re a leader in the AI market and we have a long history of drinking our own champagne, as we talked about earlier. And so there’s an opportunity to deploy some of our AI tools in customer- and partner-facing experiences – whether that’s websites and things along those lines. As an example – and I don’t have a very explicit example in terms of this specific process – but one of the mental models that we have is: sometimes you’ve got to send an email to an email alias when it’s a repetitive process, things along those lines. Agentic AI and the AI tools and infrastructure that we produce for customers every day can help solve those questions immediately. So how do we put some of our AI tools into that workflow and solve at pace and do things much, much faster – so we’re not waiting on someone to type up a response from some anonymous alias. And while that’s a very basic example, you begin to think about other opportunities in terms of repetitive processes that drive partners crazy. How can we simplify and make things move faster? [Robert Dutt]: Yeah, I was going to say – it may be a basic example, but you can imagine how that multiplies over time and over opportunities and over deals when it’s repeated again and again. [Jeremiah Jenson]: It’s really about solving real problems. We can talk high and mighty and pie in the sky and AI this and AI that, but it’s really about what, at the end of the day, some human sitting in front of a desk is experiencing. It’s solving real-world problems with technology and capability. And it’s that real-world approach to the business that we’re taking. [Robert Dutt]: On the distribution landscape – we heard recently you’ve named TD SYNNEX and Ingram Micro as the two globals with local augmentation. Obviously those two are very strong players in the Canadian market. But how does distribution look now in Canada, and how do you see it looking in terms of additional niche or boutique players to round out the strategy? [Jeremiah Jenson]: So distribution is a core part of how we go to market and a core part of our overall channel strategy. The global announcement of Ingram Micro and TD SYNNEX – of course they’re both headquartered here in North America and we do a lot of business with them, and we’re excited about the plans that we have together. Stay tuned. You’ll see additional announcements in terms of how we think about that landscape and how we’re accelerating with our other distribution partners. So more to come there in the very near term. [Robert Dutt]: All right. A teaser. I love that. Last one for me. There’s a lot in these announcements and partners are going to be reading a lot of headlines, listening to a lot of stuff – probably have already, as they’re listening to this. But what’s the one big thing you would most want a Canadian partner – reseller, MSP, wherever they fit in the equation – to actually understand and act on from what HPE is announcing at Partner Growth Summit? [Jeremiah Jenson]: I’ll answer it this way – just who I am as a person, just my personal hobby. I love long-distance trail running. I’m an ultramarathoner. And I always think about: can I run one more mile? And I’m not saying that everybody should go out there and sign up for a 50-mile or 100-mile race, but I do think about, can I run one more mile? And so to bring that back to what is my ask of whether you’re an MSP or partner or something along those lines – with a portfolio of our size, what’s one more thing that you can take to your customer? Is that data center networking? Is that moving from Juniper into the wireless space with some of our Aruba products? Is that compute? Is it that I’ve sold storage, but now I want to talk about data protection with Zerto – can I do one more? And so as we think about Discover and the announcements we’ve made this week and the momentum we have with our portfolio, that’s what I want to ask. Can you do one more? What is that one more thing that we might be able to do together that will help you grow your business, help your customer solve another business problem, and help us accomplish our mutual goals? [Robert Dutt]: All right. I think that’s a reasonable ask. I appreciate you taking the time. Once again, thanks for walking us through some of the details of what was announced at Partner Growth Summit, and have a great rest of the week. [Jeremiah Jenson]: Always good to talk to you, Rob. Thanks. [Robert Dutt]: There you have it – Jeremiah Jenson, vice president of North America Channel and Partner Ecosystem at HPE. I’d like to thank Jeremiah for his time and for a pretty candid look at how HPE is thinking about the partner community as these organizations – HPE and Juniper – settle into one. Thank you for listening. There’s a lot to process in these announcements, but the thing I keep coming back to is the frame that Jeremiah closed with – the “one more mile” idea. He’s an ultramarathoner, and the ask he’s making of the Canadian channel isn’t to boil the ocean. It’s to ask yourself if there’s one more HPE product that belongs in front of your customers. Data center networking if you’re already doing compute. Zerto if you’re already doing virtualization. Partner-branded services if you’re an MSP looking to own more of the customer relationship. One more mile, compounded across a partner base, is how the power of one actually becomes real. We’re going to have a lot more from HPE Discover through the rest of the week, including an on-site recap coming later. So keep an eye on your feed. You’ll find the podcast on Apple Podcasts, Spotify, YouTube, and most of the major podcast directories. And if you’re finding the show useful, a rating or a review genuinely helps other people in the Canadian channel find us. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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The Buzz: HPE resets partner economics and expands channel-only territory at Partner Growth Summit

HPE Tech Talk Austria, Germany, Switzerland

Play Episode Listen Later Jun 16, 2026 7:28

Today’s headline news for Canadian IT solution providers: HPE’s Partner Growth Summit served as the channel keynote kickoff for HPE Discover 2026 in Las Vegas on Monday, organized around the company’s “Power of One” theme – the ongoing effort to unify its HPE, Aruba, and Juniper channel organizations under a single program, experience, and portfolio. The deeper programmatic story is covered in this week’s In The Channel with Jeremiah Jenson. But Monday’s keynote also delivered a package of near-term operational and commercial changes that matter to Canadian solution providers right now. Quote validity extends to 30 days, effective June 16th. HPE is moving its standard quote validity from 14 to 30 days for compute, storage, and GreenLake. Partner operations lead Mark Bakker explained it plainly: extreme commodity cost volatility in the first half of fiscal 2026 forced the two-week window. That’s moderating enough now for HPE to stand behind pricing for a full month. HPE also introduced Smart Choice SKUs – competitively priced configurations aligned to best available supply – and Smart Models in OCA, workload-specific templates updated continuously against current inventory. Two new financing tools. HPE Financial Services announced a 150% increase in approved partner credit lines to support larger deal proposals. The company also highlighted its 90/9 offer – no payments for 90 days, then 1% monthly payments for nine months – which has been in market since earlier this year and is particularly relevant now for customers whose budget cycle doesn’t align with their deployment timeline. Channel-only territory expands significantly. Building on last year’s VM Essentials channel-only move – which HPE says generated 700+ new partners and 1,300+ certifications in twelve months – HPE is adding HPE Private Cloud PC 3000, HPE Private Cloud PC 1000, and HPE Zerto software to the channel-only list. Partners earning the private cloud virtualization competency can also apply for free three-year VME licenses to deploy internally, and a new migration assistance program defers VME license costs until customer workloads are actually running on HPE virtual machines, eliminating the “double bullet” cost of mid-migration transition. Partner Branded Services: the managed services bridge. Simon Ewington, HPE’s senior vice president of worldwide channel and partner ecosystem, used the keynote to formally highlight Partner Branded Services – a model enabling eligible partners to sell and deliver HPE infrastructure support under their own brand, with HPE providing break-fix, parts logistics, and engineering support invisibly in the background. Ewington called it “the bridge that many of you have been waiting for to managed services.” The program launched in April and is actively onboarding its first large partner. Competitive storage incentives start July 1st. A new competitive storage takeout program offers 15% front-end margin on top of existing rebates for deals that displace a competitor’s storage product. Partner Day One lands November 1st. HPE is branding its unified experience rollout “Partner Day One” – a single portal, digitized onboarding under three days, unified deal registration, and one MDF program, all effective November 1st. Mark Bakker’s operations team has already consolidated four quoting tools into one, cut support response times from 40 to 8 seconds, and improved payment accuracy from 84% to 98% – operational gains that will translate into the partner-facing portal experience later this year. For the full conversation on Juniper integration, channel-only strategy, and what the unified program means for Canadian partners, listen to this week’s In The Channel with HPE’s Jeremiah Jenson. Read Full Transcript This episode of The Buzz is brought to you by HPE Discover 2026. HPE Discover runs June 15 to 18 at The Venetian in Las Vegas. Discover what’s next at hpe.com/discover. Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Tuesday, June 16th, and here’s what’s happening in the channel today. HPE’s Partner Growth Summit in Las Vegas wrapped yesterday as the channel kickoff for HPE Discover 2026, and there was enough ground covered in the keynote that I’m going to take a bit more time than usual today. If you work with HPE at all – compute, storage, networking, virtualization – there are several things in here that affect how you do business with them, and some of them take effect today. HPE is extending its standard quote validity from 14 days to 30 days for compute, storage, and GreenLake, effective today. The backstory matters here. HPE’s partner operations lead Mark Bakker was direct on stage about why quotes were shortened in the first place. Commodity costs went through a period of extreme volatility in the first half of this year – HPE literally couldn’t hold pricing for more than two weeks. That volatility has moderated enough now that HPE is willing to stand behind a full 30-day quote. For partners who’ve been managing customer decision timelines that rarely fit a two-week window – which is most of them – this means fewer expired quotes, less rework, and more actual selling time. HPE also introduced two supply chain tools aimed at reducing the gap between what you quote and what actually ships: Smart Choice SKUs, which are competitively priced configurations built around best available inventory; and Smart Models in OCA, which are preconfigured workload-specific templates that update continuously against current supply. On the financing side, HPE Financial Services had two items. The first is new: a 150% increase in approved credit lines for partners, giving you more headroom to propose and win larger configurations. The second is a tool that’s been available since earlier this year but is worth highlighting in this context: the 90/9 offer. No payments for 90 days, then 1% monthly payments for nine months after that. The pitch is straightforward – customers who are committed to buying but whose budget cycle doesn’t match their deployment timeline now have a bridge. HPE continues to expand what it routes exclusively through the partner channel, and the additions this year are significant. Some quick context: last year at Discover, HPE moved VM Essentials – its virtualization platform – to channel-only. The results they reported Monday: more than 700 additional partners are now selling VME software compared to twelve months ago, and over 1,300 partners have taken the associated certifications since November. HPE is treating those numbers as validation and doubling down. This year’s channel-only additions: HPE Private Cloud PC 3000, HPE Private Cloud PC 1000, and HPE Zerto software. That’s a meaningful slice of HPE’s private cloud and disaster recovery portfolio now locked to the channel. If you’re in the business of helping customers modernize workloads and protect data – the territory most MSPs already play in – HPE is putting margin and exclusivity behind you in those conversations. Two more items in this space. For partners who want to actually deploy VME inside their own IT environment before taking it to customers, HPE is offering free three-year software licenses – nominal support charge only – to approximately 600 partners who earn the private cloud virtualization competency this year. That’s HPE backing partners to practice what they preach. And for customers who are hesitating on VME because they’re still mid-migration from another hypervisor, there’s now a migration assistance program that defers VME software license costs until workloads are actually running on HPE virtual machines. It eliminates what one speaker described as the “double bullet” – paying for two platforms at the same time during a transition. That’s a real barrier removed. This one will resonate most with MSPs – and with partners thinking seriously about becoming one. HPE has launched Partner Branded Services. Eligible partners can now sell and deliver HPE infrastructure support entirely under their own brand. HPE stays invisible, providing on-site break-fix, parts logistics, and deeper engineering support through a channel-only backing arrangement. The partner is the customer’s first call. The partner manages the relationship. The partner books the recurring revenue. Simon Ewington, HPE’s senior vice president of worldwide channel and partner ecosystem, was explicit about the intent. He called it “the bridge that many of you have been waiting for to managed services.” That’s not spin – it’s HPE publicly acknowledging that its partners’ business models are shifting toward services-led, and building commercial infrastructure around that shift rather than working against it. The program launched quietly in April. HPE is onboarding its first large partner this week. Starting July 1st, HPE is launching a competitive storage takeout program. Partners who displace a competitor’s storage product will receive 15% front-end margin on top of existing rebates. It’s targeted, it’s aggressive, and it’s designed specifically to push partners into competitive accounts rather than just protect existing HPE business. Last item, a bit more forward-looking. HPE is calling its unified experience rollout “Partner Day One,” landing November 1st. What that means in practice: a single partner portal covering the full HPE, Aruba, and Juniper portfolio. A fully digitized onboarding and contracting process, with enrollment time dropping from weeks to under three days. Unified deal registration. A single MDF program spanning the full portfolio. Mark Bakker, who leads the operations team building all of this, shared some numbers that give you a concrete sense of where the backend is already heading. His team has consolidated four separate quoting and pricing tools into one. AI-assisted support response times have dropped from 40 seconds to 8 seconds. Partner compensation payment accuracy has improved from 84% to 98%. Those are internal numbers today – but they’re the foundation for what partners will start experiencing directly through the portal starting November 1st. For the full picture on what HPE’s “Power of One” strategy actually means for your business – and there’s considerably more to it than what I’ve covered here – check out today’s In The Channel. It’s part two of my conversation with Jeremiah Jenson, vice president of North America channel and partner ecosystem at HPE, recorded this week at Discover. Jenson walks through the Juniper integration in detail: how partner tiers are mapping across programs when everything merges November 1st, what the unified compensation structure looks like, and which Juniper specializations convert to HPE competencies. He also gets into the philosophy behind the channel-only decisions and what HPE sees as the biggest cross-portfolio opportunity for partners heading into fiscal 2027. If you’re evaluating your HPE relationship heading into the second half of the year – whether you’re deep in compute, just starting to look at networking, or somewhere in between – that episode is worth your time. That’s how we’re seeing the headlines from HPE Discover. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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Ist das ein Rechenzentrum oder kann das weg? Zum strategischen Einsatz von Cloud-Strategien im Gesundheitswesen

Play Episode Listen Later Jun 16, 2026 24:48

In der sich rasant entwickelnden Welt der Gesundheitstechnologie stellen sich viele Fragen zur Zukunft der IT-Infrastruktur. Cloud Computing bietet skalierbare Ressourcen, Kosteneinsparungen und einen verbesserten Datenzugang, die für moderne IT-Operationen im Gesundheitswesen von entscheidender Bedeutung sind. Doch wie stellen wir sicher, dass Datensouveränität und Datenschutz gewährleistet bleiben, während wir gleichzeitig die Vorteile solcher Cloud-Lösungen nutzen? Wie erfüllen wir die regulatorischen EU-Standards? Und welche Rolle spielt Nachhaltigkeit bei der Gestaltung moderner Gesundheitssysteme?In dieser Episode spricht Monika Ptasińska-Rolik mit Ralph Schirmeisen, Chef-Technologe und Healthcare Advisor bei HPE, über die Chancen, Herausforderungen und regulatorischen Anforderungen der Gesundheitsbranche. Zudem werfen wir einen detaillierten Blick auf aktuelle Trends rund um das Thema „Rechenzentrum” und seine Zukunft in der Gesundheits-IT.Weitere Informationen zu HPEs Lösungen für das Gesundheitswesen finden Sie im Whitepaper oder auf www.hpe.com/solutions/healthcare.

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AI starts with the network: an HPE Discover 2026 preview with Jeremiah Jenson

Profits & Purpose: Telling the Story that Business Is Good

Play Episode Listen Later Jun 15, 2026 18:38

Jeremiah Jenson, vice president of North Amiercan channels at HPE HPE Discover 2026 is underway in Las Vegas this week – June 15-18 at the Venetian Convention and Expo Center – and by Jeremiah Jenson’s account, it’s the biggest Discover yet. The event is oversubscribed, with partner demand he describes as unlike anything HPE has seen before. Jenson is HPE’s vice president of North America channel, overseeing partner strategy across the United States and Canada. We sat down with him ahead of the show opening to preview the event for Canadian partners – whether they’re on the ground in Vegas or following along from home. The headline theme of Discover 2026 is “architecting AI, starting with the network.” CEO Antonio Neri’s keynote frames that out on Tuesday morning, and it’s a deliberate positioning: the network isn’t the last thing you figure out when deploying AI, it’s the foundation that determines whether AI delivers real outcomes or stays a proof of concept. For channel partners, Jenson says that framing opens up more strategic conversations with customers around readiness, performance, and security. On the partner side, the week kicks off with the Partner Growth Summit on Monday – a dedicated partner day before the main conference begins. This year’s theme is “The Power of One”: one portfolio, one program, one integrated experience through HPE’s Partner Ready Vantage. Jenson sees it as a signal of HPE’s direction on program simplification and consolidation. Jenson’s advice to partners watching this week: don’t try to absorb everything. Pick one area – data center networking, cloud and hybrid cloud storage, or AI acceleration – and go deep on it. A follow-up episode focused on the specific partner program announcements out of Discover is coming later this week. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. HPE Discover 2026 opens this morning in Las Vegas, running from June 15 to 18 at the Venetian Convention and Expo Center, and if you’re on the ground in Vegas today you’re probably settling in to the Partner Growth Summit as you’re listening to this. The headline theme this year is “architecting AI, starting with the network.” HPE’s Antonio Neri takes the main stage tomorrow morning with that framing, and it’s a deliberate point of view. The network isn’t the last thing you figure out when you’re deploying AI – in HPE’s view, it’s the foundation. That’s worth unpacking. Joining me today is Jeremiah Jenson, vice president of North America Channel at HPE, who oversees partner strategy across the United States and Canada. I chatted with Jeremiah ahead of the show, so nothing embargoed is in here – none of the announcements are really covered. We’ll get to those in future episodes. This one is about setting the stage: who’s there, what the big themes are, how the week flows, and what Canadian partners following along from home should be paying attention to. Let’s get right into it – my chat with Jeremiah Jenson. Jeremiah, thanks for taking the time. I appreciate it. Jeremiah Jenson: Yeah, thanks Robert. Robert Dutt: So for listeners who may not know you, can you give us a quick rundown of your role at HPE, and especially what that means in the context of an event like Discover this week? Jeremiah Jenson: Yeah, well, I lead HPE’s channel strategy across North America – both the United States and Canada – and that gives me a very close, direct view into what partners care about heading into Discover. My role is really to understand what partners care about and how to help them grow. I have responsibility across the full portfolio of Hewlett Packard Enterprise – compute, our hybrid IT business, all the associated software components, the networking business, and the services pieces as well. I really like to help connect our strategy to partners for ultimate delivery to customers. Robert Dutt: Let’s start with the event itself. It’s your flagship event, and it’s a big one. What does the scale look like, and particularly from where you’re sitting and what you’re responsible for, what kind of partner presence are you expecting – both in general and on the Canadian side? Do you have a sense of what the Canadian contingent looks like, both on-site in Vegas and watching virtually? Jeremiah Jenson: Yeah, I mean, it’s our flagship event and it’s always a major moment for the partner ecosystem across our portfolio, which includes networking, cloud, and AI. Massive event – and I would just say, first off, we’re oversubscribed. Demand for the event has been unlike anything we’ve ever seen. I have a fair bit of tenure with HPE and there is just a tremendous amount of interest, and I think that stems from the themes we’re bringing forward at Discover – helping not only our customers but partners shape and plan for the upcoming months. It’s a big moment for the HPE ecosystem. Canadian partners play a huge role. They’re a huge part of North America, a huge part of the market. Canada is a differentiated market, and I think they’re paying quite a bit of attention to this event because it helps them shape where they want to focus next – where do they want to make that next investment, what is the next opportunity for them to help serve their customers. Robert Dutt: I don’t want to get ahead of any of the announcements to come, but Antonio Neri’s keynote on Tuesday is publicly framed as “architecting AI starts with your network” – and that feels like a pretty deliberate point of view. It’s not just saying AI is everywhere, it’s saying the network is where AI actually gets built, actually runs, actually lives. What’s driving that framing from HPE’s perspective, and how does it translate into what channel partners are being asked to bring to their customers? Jeremiah Jenson: AI is a huge opportunity – it’s part of every conversation, it’s part of everyday life at this point. And what we’re seeing is that customers need the right foundation in place to move from interest to real outcomes. Now is the time to build that underlying foundation, and AI success really depends on the quality, security, and intelligence of the underlying infrastructure – and in particular, the networking. Whether that’s networking for AI or AI for networking, for partners that creates a bigger opportunity to lead conversations around readiness, security, and performance. Robert Dutt: How have you seen that conversation around AI with partners evolve since the last time HPE brought partners together for Discover? Jeremiah Jenson: If anything, the AI opportunity has accelerated. In years past there may have been questions about where AI would ultimately land, what the impact would ultimately be. And I think the thing that has changed – or maybe the right word is accelerated – is that AI isn’t a future opportunity anymore, it is a current opportunity. It is happening now, and now is the time to talk to your customers about the business outcome they intend to drive with AI. And that has just accelerated, whether that’s in networking as we discussed, whether it’s in some of our storage capabilities that we’ve brought to market, or generalized compute or high-performance compute. The opportunity has done nothing but accelerate. Robert Dutt: Partners are kicking off the week with the Partner Growth Summit today – later in the day on Monday – before the main conference even starts, and the general session theme is “The Power of One.” What’s the thinking behind having that dedicated partner day, and what does it mean in terms of how you’re trying to communicate with the channel right now? Jeremiah Jenson: I love Partner Growth Summit because, first, it speaks to how sincere we are about partnerships – partners are part of our DNA, they’re part of who we are and how we go to market. The Power of One theme is really the emphasis on one portfolio, one program, and one integrated experience through Partner Ready Vantage. It’s a signal about where we’re going – with a portfolio of our size and a channel of our size, we’re on a constant quest for simplification. Partner Growth Summit is really a dedicated moment for partners to focus on what HPE’s strategy means to them, how they can implement that strategy within their business, and it’s about making HPE easier to work with, more profitable to grow with, and more efficient to operate within. Robert Dutt: Certainly the idea of having a partner conference attached to a big customer-centric event like Discover is common practice across the industry. But it’s interesting that instead of “partner summit,” “partner conference,” or “partner day” – the names you see elsewhere – it seems quite intentional to have the word “growth” in Partner Growth Summit. Can you speak to that decision? Jeremiah Jenson: Absolutely. Partners are powering our growth – they’re part and parcel to who we are, and how and where we’re growing. While dedicated partner days might in some cases be fairly standard, ours is very deliberate. We start with the partner strategy, from there into the broader company strategy, and then into deeper technical and customer conversations. From my standpoint, that growth element starts with the partner – painting the areas of strategic growth and strategic investment, where we are going together as one, in the markets that we want to help take advantage of. Robert Dutt: Walk us through how the week actually plays out for someone on the ground here in Vegas. We start off Monday with the Partner Growth Summit, the main conference runs Tuesday through Thursday – what’s the rhythm and shape of the week, and what should people be watching for as it unfolds? Jeremiah Jenson: So the week starts with Partner Growth Summit on Monday – that starts with the partner strategy, how we’re simplifying and consolidating our programs, driving efficiency, and presenting real growth opportunities, and that’s directly linked to the following days. That goes right into the broader company strategy: CEO keynote Tuesday, CTO general session Wednesday. Then the showcase and one-on-one meetings throughout. What you see is that move from partner strategy to broader company strategy and then into deeper technical and customer conversations with individual bespoke meetings throughout. The other piece I’d highlight is that customers and partners have the opportunity to follow along remotely, so the key there is to focus on the themes, the keynotes, and the signals around where HPE is investing. And it all wraps up Wednesday night – for those who are at least in Vegas – at Allegiant Stadium. A big celebration night with our customers, our partners, and the broader HPE ecosystem, with Steve Aoki and Imagine Dragons headlining that evening. A big send-off for everyone. Robert Dutt: Pulling back the lens to Canada specifically – you’re running North America Channel. What can you tell me about what the conversation with Canadian partners looks like heading into this show? Where is the Canadian partner community with HPE right now, and is there anything distinctive about what they should be watching for this week at Discover? Jeremiah Jenson: It’s a great question, because the Canadian channel partner ecosystem is one that is distinct and unique, but also very deliberate and focused on customer outcomes. I always really appreciate that about that market. Discover is both a strategy event – in terms of where are we investing, what are the strategic areas and customer opportunities – and a business event: where is demand moving, how are those themes translating into opportunity and profitability? Some of the areas I’d draw their attention to: certainly networking, and in particular data center networking – there’s a huge opportunity there with what’s happening around networking for AI. I’d also call their attention to our cloud offerings and sovereign cloud offerings, which are particularly important for a lot of Canadian businesses and Canadian partners. We’re seeing a tremendous amount of opportunity around sovereign cloud, whether that’s in the Canadian public sector or some of the other businesses we historically serve or are targeting in Canada. They’re very focused on the deliberate opportunity with their customers, and the real question is how do we translate those strategic areas into real business, real profitability, and real growth. Robert Dutt: It’s interesting – it sounds like you’re describing the Canadian channel as sort of ahead of the curve, if anything, on selling on outcomes. That’s obviously been a focus for more than a year now. Sometimes I think the Canadian market writ large gets painted with a brush of being a little conservative in terms of adopting technology, and maybe that focus on outcomes is a way of managing that – getting through to customers who don’t necessarily want to be first out of the gate, but want something that’s proven and ready to go. Jeremiah Jenson: Yeah, for me, I wouldn’t use the word “conservative.” I would use the word “intentional.” The Canadian partners I do business with are very exciting and forward-thinking, but intentional. They’re close with their customers – they have a level of customer intimacy that I’m often impressed with – and they’re very focused on where they can add value and help customers accomplish their business goals. So conservative is not a word I would use. They’re just very forward-thinking and intentional. Robert Dutt: Last one – sort of a two-header, one from your perspective and one from a partner perspective. You’ve covered some of this, but just to narrow it down: if I’m a Canadian partner heading to Vegas or following along online, what’s the one thing you’d make sure you walk away from Discover this week understanding? And from your perspective, what does a successful week look like for you? Jeremiah Jenson: If I’m a partner about to watch Discover – either in person or following along online – I would challenge yourself to personalize it: where’s the next growth opportunity for me? Hewlett Packard Enterprise offers such a huge portfolio, so the question is, what is the next opportunity I can take to my customer or customer base? I’ll point out a couple of very strategic areas: data center networking, and how we’re bringing that strong networking portfolio together; our cloud offerings, hybrid cloud software, and storage; and what we’re doing in AI, where we’re seeing massive acceleration. Pick one, and challenge yourself personally – where can I invest in myself that will help me produce a better customer outcome for the customers I serve? Pick one and be really deliberate about how you can understand that more deeply. And for me – what does success look like coming away from this year? I want clarity of message to be impressed upon the entire North America Channel, and probably most importantly, the Canadian channel. How do we make this real for Canadian partners in their differentiated market? Clarity of message, and making sure we all walk away with the same mission, one goal, and one very clear definition of success. Robert Dutt: Big goals for a big week. Good luck – I hope it’s a very successful Discover for you. Jeremiah Jenson: Thanks so much for the opportunity. I’m looking forward to seeing everybody in Las Vegas. Robert Dutt: There you have it – Jeremiah Jenson from HPE. I’d like to thank Jeremiah for his time. Just a heads up – this is part one. We’ll be back later this week with another conversation, as Jeremiah and I are going to talk a little bit after the Partner Growth Summit’s main stage so we can get a look at the specific partner program announcements coming out of Discover. Keep an ear out for that, and of course we’ll have the news breakdown tomorrow morning on The Buzz as well. Thanks as always for listening. A couple of things I want to leave you with from this conversation. First: the “networking for AI – or AI for the network” framing. The argument HPE is making is that the network is the enabling layer for everything your customers are trying to do with AI. That’s a positioning opportunity worth thinking about in your own customer conversations, wherever you sit in the stack. Second: Jeremiah’s challenge to partners watching or attending Discover this week – don’t try to absorb everything. Pick one area, whether that’s data center networking, cloud and hybrid cloud storage, or AI acceleration, and go deep on it. That’s how you turn a week of announcements into something you can actually bring back to your business. I thought that was good advice for following any big vendor event. If you’re enjoying the podcast, please do subscribe or follow wherever you listen. We’re available on Apple Podcasts, Spotify, YouTube, and most of the usual places. And if you can leave a rating or review, those are always appreciated. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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Future of Work Session 4: Inside the AI Workforce Shift: A Look Inside NVIDIA and HPE

Play Episode Listen Later Jun 15, 2026 52:20

On Tuesday, May 19, 2026 at Empower Field at Mile High, Colorado Business Roundtable hosted a signature event: Future of Work: From Data Signals to Strategy. The event is described thusly: Colorado's workforce landscape is full of reports, rankings, and projections—but what do they actually mean for employers trying to hire, retain, and grow? Built for executives, HR and talent leaders, and workforce and higher-ed partners, this Future of Work convening cut through conflicting signals and translated the latest labor-market and skills insights into practical, employer-led strategies to keep Colorado competitive. We have captured audio from each of our sessions and made them available to you on podcatchers everywhere. This is Session 4: Inside the AI Workforce Shift: A Look Inside NVIDIA and HPE AI is evolving quickly — but what does that actually look like inside the companies building it? Leaders from NVIDIA and HPE offer a behind-the-curtain look at how AI is reshaping their own workforce, from shifting roles and in-demand skills to real-world approaches to upskilling and reskilling. Grounded in real experience, this conversation moves beyond theory to focus on what is changing, what is coming next, and how organizations can respond. Keynote Fireside Chat Moderated by Debbie Brown, President, Colorado Business Roundtable Sean Young, Director of Enterprise Industry Marketing, NVIDIA Baradji Diallo, Innovation Architect, AI & Technology Strategy, HPE Labs, Office of the CTO, Hewlett Packard Enterprise (HPE) Rate, review and subscribe on your favorite podcatcher. For more of our events, podcasts, and news, please visit the Colorado Business Roundtable website.

The Buzz: HPE Discover kicks off, Cato Networks launches integration hub, and Checkmarx report flags CISO pressure on security compliance

ai europe germany european managing directors perspectives sovereign bastian hpe koller

Play Episode Listen Later Jun 15, 2026 5:31

Today’s headline news for Canadian IT solution providers: HPE Discover 2026 kicks off: HPE Discover 2026 opens today at The Venetian in Las Vegas with the Partner Growth Summit, the partner-exclusive day that precedes the main conference. The General Session – “The Power of One” – is led by HPE channel head Simon Ewington and focuses on HPE’s unified partner strategy under the HPE Partner Ready Vantage program, spanning networking, cloud, and AI. This is the first Partner Growth Summit since HPE’s $14 billion Juniper Networks acquisition closed, and HPE is presenting partners with a fully unified portfolio story for the first time. ChannelBuzz.ca is on the ground all week: Tuesday’s Buzz will feature a full Partner Growth Summit recap, and In The Channel this week features a multi-part series with Jeremiah Jenson, HPE’s vice president of North America channel and partner ecosystem, covering the Discover announcements in depth. Cato Networks launches integration hub: Cato Networks has launched a new Technology Partner Program and a Platform Integration Hub, debuting with more than 100 out-of-the-box integrations with third-party security, cloud, and networking solutions. The SASE provider says the program is designed to simplify how partners and customers connect Cato’s platform with existing enterprise technology stacks. The move is significant for Canadian MSPs and MSSPs: a robust integration catalog reduces the custom API work that often slows deployment and increases delivery costs, making it easier to position Cato alongside the broader tools in a customer’s security environment. Checkmarx flags CISO compliance pressures: A new 2026 Future of Application Security Report from Checkmarx, based on a survey of more than 2,000 developers and CISOs, found that 95 per cent of CISOs report being pressured to suppress or delay compliance-related security issues when business deadlines loom. The research also highlights how AI-generated code is expanding the attack surface faster than many security teams can manage. For Canadian MSSPs, the data reinforces the value of independent, third-party security oversight – and the case for structured application security as a managed service. Dataminr and TD SYNNEX partner on AI cyber defense: Dataminr has signed a strategic distribution agreement with TD SYNNEX, making Dataminr for Cyber Defense available to more than 35,000 North American resellers. The platform combines external risk signals with internal telemetry to help security teams prioritize threats in real time. For Canadian partners already working with TD SYNNEX, the deal adds an AI-driven threat intelligence offering to the distributor’s security portfolio at a time when customers are asking for earlier warning around cyber risk. inforcer launches Microsoft 365 TDR platform: inforcer has launched inforcer Threat Detection and Response, a new platform that gives MSPs a single environment to manage detection, incident response, and reporting across the full Microsoft 365 estate – including Entra, Defender, Purview, Teams, and SharePoint. According to the company, the platform’s advantage is its existing policy and configuration context for each tenant, which it says allows the detection engine to separate real threats from alert noise. The product launched in early access at Pax8 Beyond last week. ConnectSecure introduces Patch 360: ConnectSecure has launched Patch 360, a patch management solution designed specifically for MSPs. According to the company, the platform gives MSPs more control over patch prioritization, testing, and approval workflows, and is designed to reduce deployment risk while accelerating patching across operating systems and third-party applications. NetRise launches Discovery Partner Program: Software supply chain security firm NetRise has launched the Discovery Partner Program for VARs, MSSPs, distributors, and systems integrators. The program provides partners access to the NetRise Platform, which analyzes compiled software artifacts – including binaries, firmware, and containers – to identify components and risks that may not appear in source-code scans or vendor-provided SBOMs. NetRise is positioning the program as a way for partners to address growing customer demand for independent software supply chain verification. Read Full Transcript This episode of The Buzz is brought to you by HPE Discover 2026. HPE Discover runs June 15 to 18 at The Venetian in Las Vegas. Discover what’s next at hpe.com/discover. Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Monday, June 15th, and here’s what’s happening in the channel today. The biggest event on HPE’s calendar opens today at The Venetian Convention and Expo Center in Las Vegas, and ChannelBuzz.ca is on the ground for the full week. But before the main conference opens to the broader audience tomorrow, today belongs exclusively to the channel. The HPE Partner Growth Summit – the partner-only day that kicks off Discover week – is underway as you’re hearing this. The centrepiece is the General Session called “The Power of One,” led by HPE channel head Simon Ewington alongside a lineup of HPE senior executives. The name captures the message HPE is sending its partner ecosystem heading into the back half of 2026: one comprehensive portfolio, one unified program under HPE Partner Ready Vantage, and one integrated experience across networking, cloud, and AI. The afternoon breakout agenda is dense – covering GreenLake and hybrid cloud, Aruba networking with AI, monetizing accelerated compute and agentic workloads, and HPE’s evolving service provider story. It’s also worth noting the context: this is the first Partner Growth Summit since HPE’s $14 billion acquisition of Juniper Networks cleared regulatory review and officially closed. Partners are getting their first look at a fully unified networking and compute story from a company that can now tell it cleanly. We’re bringing you the announcements as they happen all week. In just a couple of hours on In The Channel, I’ll help you get ready for Discover, as I preview the event with the help of none other than Jeremiah Jenson, HPE’s vice president of North American channel and partner ecosystem. Tomorrow on The Buzz, we’ll have all the news from Partner Growth Summit, and tomorrow’s In The Channel will also feature Jenson, as we take a deeper dive into the HPE’s partner programs and where he sees the biggest opportunities for the channel right now. Be sure to stick with us all week as we bring you full coverage from Vegas. Cato Networks is expanding its ecosystem with the launch of a new Technology Partner Program and a Platform Integration Hub. The SASE provider says the hub debuts with more than 100 integrations out of the box, offering streamlined connectivity with third-party security, cloud, and networking solutions. According to Cato, the program is designed to simplify how partners and customers integrate its platform with existing enterprise technology stacks, reducing friction and speeding up deployments. A vendor-led integration effort at this scale matters for the channel. As enterprise environments grow more layered and complex, MSPs rely on platforms that connect cleanly to an existing stack rather than requiring months of custom API work. Out-of-the-box integrations mean less time troubleshooting compatibility and more time delivering security outcomes to clients. It’s worth noting that Cato’s channel chief said earlier this year that seven out of ten deals the company closes are already partner-led. A stronger integration story could deepen that dependence on the channel by making it easier for MSPs and MSSPs to position Cato alongside the other tools in a customer’s security stack. A report released last week by application security vendor Checkmarx is putting hard numbers on a dynamic that security-focused channel partners have likely been seeing for some time. The 2026 Future of Application Security Report, based on a survey of more than 2,000 developers and CISOs, found that 95 per cent of CISOs say they have been pressured to suppress or delay compliance-related security issues when business deadlines loom. Compounding the problem: the adoption of AI-generated code is accelerating, which Checkmarx says is multiplying the attack surface in production environments faster than many security teams can manage. The business case for external, independent security oversight has rarely been clearer. When internal security leaders are being overruled on vulnerability management, an MSP or MSSP operating as a neutral third party – accountable to security outcomes rather than product launch timelines – steps into a genuine gap. The data also validates the case for application security as a structured managed service. As AI-generated code becomes standard in the development pipeline, organizations that can’t close that gap internally will need to find a partner who can. In Brief – Dataminr and TD SYNNEX have signed a distribution agreement that makes Dataminr for Cyber Defense available to more than 35,000 North American resellers through TD SYNNEX’s channel network. Security vendor inforcer has launched inforcer Threat Detection and Response, a new platform designed to give MSPs a single environment to manage detection, incident response, and reporting for Microsoft 365. ConnectSecure has introduced Patch 360, a patch management solution built specifically for MSPs that the company says reduces deployment risk while accelerating patching across operating systems and third-party applications. NetRise has launched the Discovery Partner Program, targeting VARs, MSSPs, distributors, and systems integrators with software supply chain security capabilities built around compiled binary analysis rather than source code or vendor-provided SBOMs. Full details and links in the show notes or the blog post. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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Ce qu'un ex-patron d'Oracle et SAP pense du DAF idéal, de l'IA et de l'avenir de la fonction finance avec Gerald Karsenti

Business Partner

Play Episode Listen Later Jun 14, 2026 52:30

Gérald a passé trente ans à diriger les filiales françaises d'IBM, Hewlett-Packard, Capgemini, HPE, Oracle et SAP. Il est aujourd'hui Partner chez Kalium Investissement, professeur à HEC et co-animateur du podcast Grand Leader avec Franck Ferrand sur Radio Classique. Dans cet épisode, il parle du DAF tel qu'il l'a observé, sollicité et évalué pendant toute sa carrière de CEO.Sur la relation CEO-CFO, sa position est nette. Le DAF est le garant de la confiance, celui qui identifie les risques que les forces commerciales ne voient pas ou ne veulent pas voir, celui qui doit pouvoir mettre le poing sur la table sans rompre le lien. La qualité de ce lien se mesure à une phrase : quand le CEO rentre chez lui le soir, est-ce qu'il se dit "heureusement qu'il est là" ? Si la réponse est non, quelque chose ne fonctionne pas. Gérald illustre ce modèle avec un exemple précis tiré de ses années chez Valeo, et explique pourquoi ce binôme se perçoit immédiatement par les marchés financiers lors des présentations de résultats.Sur le leadership, il défend une thèse qui peut surprendre : la finance, c'est avant tout de la communication. Un DAF qui reste enfermé dans sa technique plafonne, quelle que soit la taille de l'entreprise. Ce qui fait la valeur du poste, c'est la capacité à parler aux commerciaux, aux marchés, aux clients, au Comex, et à casser les silos entre directions. Il décrit le CFO comme un aidant, un sachant, un barycentre du Comex dont le rôle va s'élargir à mesure que les tâches techniques s'automatisent.Sur les outils, Gérald s'appuie sur son expérience chez SAP et Oracle pour poser un constat simple : sans outillage adapté, le DAF ne peut pas se dégager du travail technique pour exercer son rôle de conseil. Il prend l'exemple d'une réunion d'investisseurs où l'incapacité à répondre en temps réel à une question chiffrée suffit à fragiliser la crédibilité.Sur l'avenir de la fonction à cinq ans, il voit deux dynamiques. L'IA va supprimer les rôles à faible valeur ajoutée, ce qui n'est pas une mauvaise nouvelle pour les DAF qui sauront monter en compétences stratégiques. Et le CFO va devenir de plus en plus un coach de dirigeants, un liant entre les fonctions, au moment précis où les silos organisationnels s'accentuent.L'épisode se termine sur son propre parcours : sa formation tardive en master de finance à la demande d'un patron chez IBM, ses années au Japon et à New York, et ce qu'il a retenu de dirigeants comme Lou Gerstner ou Meg Whitman sur la posture de leadership.Je m'appelle Jonathan Plateau. Je suis passé par EY, Valeo et Safran et j'essaye d'engager des échanges et des réflexions sur nos métiers de la finance.Ma mission : vous offrir une expérience éducative, divertissante et parfois surprenante.Ce podcast est fait pour les directeurs financiers (DAF, CFO), les contrôleurs de gestion, qu'ils soient juniors ou confirmés, et qui souhaitent profiter des échanges entre pairs pour enrichir leur pratique de la finance au quotidien et tendre vers le business partner.Joignez-vous à notre communauté passionnée qui explore chaque facette du contrôle de gestion et du business partner.N'oubliez pas que la finance, c'est aussi une question de mindset !N'hésitez pas à partager vos interrogations sur nos discussions ou sur le podcast. Vous pouvez me contacter sur LinkedIn directement.https://www.linkedin.com/in/jonathan-plateau-1980b610/Vous aimerez cette émission si vous aimez aussi :Les Geeks des chiffres • CFO Radio • Une Cession Presque Parfaite • Voie des comptables • Parlons Cash • Le nerf de la guerre • Feedback by la fée • Radio KPMGHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

EP 400: "European Perspectives on Sovereign AI" with guest Bastian Koller

This Week in HPC

Play Episode Listen Later Jun 11, 2026 17:15

Join Intersect360 Research CEO Addison Snell with special guest Bastian Koller, Managing Director of Germany's HLRS. For our 400th episode, they're going in-depth about, among other things, Europe's investments in sovereign AI. Sponsored by HPE.

All in on Dell: Turning Point’s Josh Singh on the single-vendor bet, AI for SMB, and why backup is the last line of defense

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 11, 2026 35:40

Josh Singh, sales director at Turning Point Technology Services Josh Singh didn’t arrive at Dell Technologies World simply as a partner – he arrived as someone who spent nearly eight years on the vendor side, in Dell sales roles, before crossing over to Turning Point as the company’s sales lead. That dual perspective shapes everything about how Turning Point operates. The Vancouver-based solution provider, founded in 2012, runs exclusively on Dell in the data center – a deliberate, all-in single-vendor bet that Josh frames not as a constraint but as a competitive advantage. Nearly half of the team is ex-Dell, which means when a customer needs an answer fast, Turning Point knows exactly who to call inside Dell’s notoriously complex internal matrix. That navigational fluency, Josh argues, is the kind of differentiation that doesn’t show up in a spec sheet but shows up every time there’s urgency. Turning Point recently formalized that depth by opening what Dell designates as its first official solution center in Canada, in their Vancouver office, giving the team and their clients hands-on access to the full portfolio – including the GB10 for deskside AI development. On AI, Josh’s read is that the “AI factory” framing was right directionally but too large a first step for most of the Canadian market. Dell’s move toward more modular, consumable AI infrastructure – starting at one or two servers, proving a use case, then scaling – is what actually unlocks adoption for SMB customers. Small wins first, then the appetite for something bigger. On security and resilience, Josh drew a clear line: backup is the last line of defense, and if that last line gets hit – or gets frozen by a ransomware insurance claim – you’re rebuilding from scratch. Dell’s Data Domain and its proprietary DDBoost protocol, alongside Veeam, form the core of what Turning Point puts in front of customers who need to actually recover, not just theoretically recover. And rounding it out: the supply chain disruption, compounded by Broadcom‘s reshaping of the virtualization market, is forcing Canadian organizations to plan differently – more external awareness, more budget flexibility, earlier commitment. That’s a challenge across the industry, Josh notes. But for partners who can guide customers through it, it’s also an opening. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re continuing our series from Dell Technologies World in Las Vegas. This week, we’re deep on the partner perspective. Today’s guest brings a point of view you don’t usually get. Nearly a decade inside Dell Technologies, followed by a move to the partner side – specifically to a partner that has made one of the most deliberate, all-in single-vendor bets you’ll find in the Canadian channel. Josh Singh leads the sales team at Turning Point Technology Services, a Vancouver-based solution provider founded in 2012 that operates exclusively on Dell in the data center. Not mostly Dell, not primarily Dell – exclusively. In a channel where diversification is almost reflexively treated as risk management, Turning Point went the other way, and they did it right at the beginning of Dell’s channel investment cycle, which turned out to be good timing. Josh brings to that an unusual lens. He spent almost eight years in Dell’s sales roles, where he learned early that the channel was the key to his success, and that knowing how to navigate Dell’s internal matrix is an advantage that translates directly into faster, better outcomes for customers. Roughly half of Turning Point’s team is ex-Dell. They recently opened what Dell designates as its first official solution center in Canada, right there in their Vancouver office. We talked about what it actually means to make the single-vendor bet and why it’s holding up. How the AI adoption conversation is changing for SMB customers who weren’t ready for the Dell AI Factory, but might be ready for something smaller. The security and data resilience story, and why backup shouldn’t be confused with business continuity. And what the supply chain situation, plus Broadcom’s disruption of the market, is doing to how customers have to plan. Let’s get right into it. My chat with Josh Singh. Josh, thanks for taking the time. I appreciate it. I’m sure it’s been a busy week. Josh Singh: It has been a busy week, and thanks for having me. Robert Dutt: I guess to open it up, I want to start with a question that frames the perspective that you have at an event like this. Turning Point made the explicit call to go all-in on Dell on the infrastructure side, as I understand. A lot of partners diversify, carry multiple vendors, pick and choose their spots. What’s the logic behind that bet? What does a week like this one – where Dell’s making a lot of big moves around AI and the direction of the partner program and all that – feel like for a shop that’s tied its future to the Dell story? Josh Singh: Very good question. I’ve been asked this numerous times, and it’s clear you’ve done your research on us. As you said, Robert, we are 100% Dell-exclusive in the data center. We do have other technologies that are complementary to Dell to give our clients an end-to-end ecosystem of technology, but we have doubled, tripled, and quadrupled down on Dell in the data center. Turning Point was formed in 2012. Three founders – Lee, Sean, and Lauren – they came from a value-added reseller that sold a multitude of technologies. What they found out at the time was Dell had a portfolio that covered the end-to-end, especially in the data center. They branched out, all three of them from [Seven Group – verify company name], and they formed Turning Point. They just realized that Dell was at the beginning of their partner program. You’ll see a legacy fabric still embedded in some aspects of Dell Technologies where they still are partial to selling direct, but they have put a large amount of emphasis and investment in the channel over the last fifteen years. Turning Point was formed at the very beginning of that cycle. Since then, we have had no regrets. Dell has really come to the table as a really solid partner for us, allowing us to offer our clients the end-to-end data center strategy with Dell Technologies. Robert Dutt: Your lens is unique too in that you have some time at Dell EMC – a viewpoint that a lot of partners don’t have in terms of having seen both sides of that fence, especially around the same vendor. What does that vendor-side time teach you about what Dell actually needs and wants from partners, and the reality of what Dell values in a partner? Josh Singh: Yeah, that’s a really good question. I spent almost eight years at Dell in various sales roles. I learned very quickly, and early on in my Dell sales career, that the channel was the key to my success. The core reason why is I’m one individual. I have a solutions engineer, I have some overlays, and we manage a pretty large territory. I found that if I could just introduce a channel partner into the mix, I could lob it over the fence, play quarterback a little bit, get enough updates from the channel partner so I can update my leadership – because that’s really important. But I was able to scale my business significantly when I started to work with the channel. Actually, Turning Point was one of those channel partners that I worked very closely with. So it’s a bit of a full circle moment for me to come back and I lead the sales team at Turning Point. Robert Dutt: I have to imagine the Dell team is happy to have you, because clearly you’ve got that lens for exactly what they are looking for from you as a partner. Josh Singh: Yeah, you know, every vendor has their own methodology and go-to-market culture. And so it does help. Actually, almost half of Turning Point’s team is ex-Dell Technologies employees. So that really gives us a unique perspective on how Dell wants to sell, how to update Dell, what’s important to them – what’s important to each level in the organization, from the sales rep to the manager, to the director, to the senior director, to the president. So we understand what is important to Dell Technologies. And also, for our customers, it’s really important to pick the right technologies. But as we all know, this world is moving so fast and our customers need answers, and they need us to be on their requests in a really time-sensitive way. And so, typically with most vendors, you know your account executive and that individual is the key to the organization. When you come from Dell, you all of a sudden know how to navigate the matrix of Dell. And so when a customer has a question, you know exactly who to call. You can pick up the phone and get that answer in a much more time-sensitive way than navigating the matrix of Dell, which can be large and daunting. Robert Dutt: So the secret sauce is as simple as spending more than half a decade inside the company itself. Josh Singh: Simple. Yeah, easy peasy. Robert Dutt: Big week for AI infrastructure here, and the Dell AI thesis – in so much as they’ve for a while been pulling on the idea of running AI models on-prem and on their infrastructure – was really amplified this week. Between that, desktop agentic AI, and the whole server and storage announcements underneath that, how does what was announced here resonate with what you guys are doing now and what your customers are asking for in terms of technology and how it’s delivered? Josh Singh: Yeah, no, that’s a really good question. So I’ve been at Dell Technologies World almost every year, and I’m finding a big difference in the talk tracks this year. AI was a concept, it was a lot of buzzwords, it was a lot of fluff, to be honest with you as well. Everyone’s trying to chase what AI means to them. But I think this year is the first year where I started to see concepts materialize into practicality, whether it comes to data locality or infrastructure, or really how to go to the next steps of adopting AI. The Canadian market is more pragmatic in their approach to adoption of technology – a little laggard, but not in a negative way, just a bit more conservative. And so what Dell Technologies World enables me and us to do is learn from people actually deploying AI in a much more meaningful and scalable way, for us to then be able to go back to Canada and start to talk about potential use cases, potential outcomes – because it is a very daunting topic, AI, sometimes it can be very overwhelming. So Dell Technologies World allows us to take some key facts about AI, bring them back into our local market, and then help them through that journey. And also, we’re meeting a lot of experts here as well. So it’s not just that we take these concepts and go back to Canada and try to do it ourselves – we’re really supported by the Dell channel ecosystem as well, to help our clients evolve in their AI journey. Robert Dutt: What are the ideas that you’re hearing that specifically are making you think, “All right, this is going to change something in how we do business internally, or this is something I have to take to customer X, customer Y, customer Z,” because it maps to what they’re thinking about or where they should be thinking? Josh Singh: Yeah. I think Dell, when they first wanted to address AI, they came out with the Dell AI Factory, and that was the message. So for a lot of Canadian organizations – which are largely SMB – adoption of an AI Factory is not consumable. It’s too large. They need to prove the model out. And then as soon as they get some small wins and successes, then they can scale out, because the smallest AI Factory was large for them. And this is what we noticed, actually, in the last twelve months. So what Dell is doing now is making it a bit more economical, a bit more consumable – in the AI data platform, starting at one server, maybe two servers, a little PowerScale, and then using that to prove out a use case. And then once we prove out a use case, our customers say, “Hey, there’s really something to this AI thing that everybody keeps talking about.” Now they can really start to invest in a much more scalable, larger way. So I think what Dell has released – very small products with the GB10 all the way up to that massive AI Factory – I mean, you saw when Michael Dell came out with Jensen, and he came out on stage and showed the entire portfolio of AI with a small little itty-bitty – not quite Raspberry Pi size, but not too far from that. Robert Dutt: Really, yeah. Josh Singh: And then having Jensen talk about the next model and how much more powerful that next model is – 100x, 100x, 100x, all the way up to that big AI Factory. So I think it just allows us to be a bit more practical in AI adoption rather than, “Mr. Customer, you have to adopt an AI Factory and that’s how you’re going to achieve AI.” So yeah. Robert Dutt: Has some of the stuff they’re talking about – deskside AI, and specifically deskside agents – when you talk about a GB10 and the lower end of that, and even for more casual users, they would make the case down to the AI-enabled PC – how does that kind of map with how your customers are approaching AI, given that they aren’t going to be going out and buying even a bottom-end, full-on AI Factory experience as a day-one thing? Josh Singh: Yeah. So at Turning Point, we have our data center – it’s actually a solution center. Dell has multiple across the world. There was none in Canada. So actually, with Dell leadership, we opened up Dell’s first solution center in Vancouver in our office. There was a big unveiling with the president of Dell Canada, all Dell leadership came out, and we stood up our solution center in conjunction with Dell. So in that solution center, we have every piece of technology that Dell has – from PowerStore to PowerScale to ObjectScale. And we recently adopted the GB10 so we’re able to actually learn it, use practical use cases that actually help Turning Point, and then we can actually know how to speak to our customers as an adopter ourselves of the GB10 and some of the use cases. So anything from OpenClaw to using different language models and trying to help business productivity in that manner. We serve customers in almost every single vertical. So we are working with healthcare – we’re doing some work right now with healthcare and looking at different use cases when it comes to X-rays and things like that. And then we also work with legal, looking at contractual ways to actually pull out data from thousands or millions of contracts to find commonalities to help an organization improve their operational efficiency. So we’ve got our system in our solution center and we’re actually going through those use cases ourselves so that we can better serve our customers. Robert Dutt: Given that you’ve got that data center and you’ve got that – choose your own analogy, eat your own dog food, drink your own champagne – approach to things, how have you guys approached AI internally, and what have you learned from how you’ve done that over the last year or two? Josh Singh: So it’s a good question. Admittedly, we are a little bit at the beginning of that journey as well. So at Turning Point, as well as many of our customers, we were a bit overwhelmed with what AI meant. And so we have a practice when it comes to consultation to navigate what AI means for them. We do specific workshops to get a client to understand what they want out of AI and to conceptualize what AI is capable of doing. Now we’re really getting into how product is going to help that. So this is the next iteration of our AI journey to help our customers – going over and beyond the consultative nature of how AI works and models and inferencing and all those buzzwords that customers understand but don’t really understand. And then we’ll take whatever is the output from that workshop, and now with our solution center, we’re looking to actually take the results of that and try to replicate it using product and technology and actual outcome. Robert Dutt: How often do you find that the outcome of the workshop – “this is what AI would do best for you” – maps with what they came in thinking AI would do best for them? Josh Singh: It’s fascinating to see, actually, because in a lot of SMB organizations, there is no AI data scientist, there is no AI leader. So it’s essentially decision by committee. And that committee could be a storage admin, a network admin, a compute admin, an application admin, all the way up to leadership, cybersecurity, of course, for governance and compliance. So seeing the different perspectives in these AI committees is really interesting – to watch the customer look at each other and each individual have their own expertise and go, “Oh, that’s interesting. Oh, that’s interesting. Why did I know you viewed the world through the lens of this?” And so coming in with these workshops, it’s typically not one outcome. It’s actually allowing a conversation between these committees at our customer organizations to really help push what AI means for each of those individuals. And then they branch out, actually not with Turning Point but internally, to foster more discussion. And then we come back in and help prod and push in certain areas with our AI knowledge. But really, it’s more contextual. It’s not really about language models and things like that. It’s more about blue sky – like, what do we want to do? And what’s success for you, and what’s success for you, and what’s success for you? You’ll notice that success for each of these individuals is very different. So it’s been fascinating for us to watch. Robert Dutt: It’s funny how often some of these things do – for all the technology behind it – come down to breaking down internal silos. Josh Singh: Yes, yes, yeah. It’s a big part of our job. We help bridge technology to business, to legal, to cybersecurity, all the way up to business goals. So it’s really – it’s an honor to work in this industry and see those conversations play out. Robert Dutt: We saw some fairly significant changes to the partner program and the rollout of the Modern Partner Platform – in terms of the agentic AI stuff that’s rolling into the partner portal and the partner experience, deal registration improvements, a whole bunch of things – especially where you guys are at as a boutique, exclusively Dell-focused operation on the data center side. What did you see in there that really caught your interest – “okay, that’s going to make my life better”? And in a more art-of-the-possible mode, what do you think AI appearing in partner platforms is going to mean in the long run in terms of what you can do, and what you can get from the overall experience you have with key vendors like Dell? Josh Singh: Yeah, good question. So they haven’t fully rolled out the One Dell Way platform yet – they’re chipping away at it. First is with CSG on the client side, and they’re starting that internally. So we haven’t actually seen the result of a lot of that change yet. But I do know theoretically what the plan is for that, and I think it’s going to be really advantageous for us. We are seeing a little bit of the benefits right now where human intervention – as vendors start to consolidate a bit more in sales and back office – the role of the sales rep is changing. There are a lot of tasks that that sales rep now has to do. And so they can sometimes be the bottleneck of operational efficiency. Let’s talk about deal registration, for example: they will get an email, and if they’re busy in meetings, by the time they get to that email and press OK, it could be twenty-four, it could be forty-eight hours, it could be seventy-two hours if that person’s out of town. So then you have to chase – and with how fast IT is moving with our customers, we can’t afford to wait that long. So we’re starting to see a bit more intelligence and automation in how deal registrations are approved. It is a bit of a complicated topic because the channel relies on Dell’s ability to recognize who our accounts are, who our loyal customers are. And so there have been some conflicts since then. But I do see that Dell is on it and they are working it out. And I do love the transparency and honesty from Dell in owning up where mistakes were made and correcting them in the field. So I am seeing some AI adoption when it comes to the partner program, but it’s not fully rolled out yet. So I am looking forward to seeing what they come out with. Robert Dutt: In terms of future state – whether it’s stuff that they’re already discussing or stuff that’s just possible but not yet on the roadmap – what would be the most impactful for you and your organization to move to a more automated, more agentic motion with a key vendor like Dell? Josh Singh: Yeah. I’m sure you’ve heard of Dell Sales Chat. It’s basically their version of GPT, but it references all of Dell’s information – presentations, documents, white papers, service briefs, and things like that. So the Dell rep just types in a query into Dell Sales Chat, and an answer comes out while referencing all Dell documentation. What I really want to see is Dell enabling that for the channel. And so I’ve talked to Dell leadership – specifically people that own this product – and that is the plan. And so I’m really, really excited for that, because especially when we respond to RFPs in public sector, it’s a very time-consuming endeavor. And so for us to be able to type in queries on very specific questions that public sector has about technology would be really valuable. And I do know that there are compliance and governance issues as well. The labeling of documentation has to be accurate – otherwise, the channel would get access to potentially confidential data from Dell Sales Chat. But that’s the biggest thing that I’m waiting for Dell to offer the channel. Robert Dutt: Cool. I wanted to talk a little bit about security and data resilience, because that was another theme here at the event – an area where you guys have a fair bit going on with vCISO and MDR, cyber recovery, all that kind of stuff. Basically, how does the Dell cyber resilience narrative from this week connect with what you’re already doing? Does it strengthen the story you’re telling clients? Does it give you new opportunities? How are you viewing the message here? Josh Singh: Yeah. So I actually come from the security and resilience team at Dell – that’s my most recent role there. So it’s near and dear to me and my heart, and I am seeing a lot of product updates when it comes to security. That’s really exciting for me to see, actually. So Dell has a security and data platform in Data Domain, and there are other partners in the ecosystem like Druva and others. There are some partnerships with CrowdStrike and other MDR companies. And that’s what I really appreciate about Dell – they did have Secureworks for a period of time, which got spun off, but I do appreciate Dell constantly looking at where their gaps are from a technology perspective and then partnering up with other vendors to complete the end-to-end strategy. As I mentioned, each individual product in the technology portfolio – they are releasing a lot of security updates and functionality embedded in PowerStore, more in Data Domain when it comes to immutability and things like that, and PowerScale anomaly detection in each of the different products, end-to-end encryption with secure [HPAs – unclear; possibly “HBAs” or “APIs” – verify]. So there’s a lot of attention right now when it comes to security. And to come back to AI – AI is really cool and it can create a lot of really cool outcomes. That’s if you’re wearing a white hat. If you’re wearing a black hat, it can be equally exciting for them as well. And so Dell has to keep up now with not just asking what are the positive outcomes that can drive more efficiency and unlock human progress, but what are the black hats going to be doing with AI, and how do we respond? Robert Dutt: I was sharing a detail this week that backup infrastructure is kind of a primary target for attacks. Curious – does that kind of match with what you’re seeing? And how do you, especially with customers who are newer to you or just going through the process, help them reconcile what they think they’re protecting with their backup versus what they actually have in terms of protection? Josh Singh: Yeah, this is – I mean, every backup vendor says the same thing. This becomes really difficult, actually, to undo a lot of the conditioning from a lot of the backup vendors. I joined DPS – which is now the SRP, the Security and Resiliency Platform, at Dell – for a very specific reason. I actually used to also work for Secureworks. And I realized that talking to people about managed security services was resonating at the time. But the answer was always, “Hey, we just go back to our backup target and we restore, we recover, we’re up and running within a couple of hours.” So I thought, I could spend the same amount of time with a different team and a different product and achieve much more success, because that’s what most organizations are relying on. So they really rely on backup. Now, backup should not be confused with business continuity. Backup is the last line of defense – and it really is the last line of defense. So when you have a last line of defense, you need to make sure that that is locked down. If you don’t trust your last line of defense, it doesn’t really matter what you do on top of that. You can spend millions of dollars per year operationally on subscriptions and monitoring and things like that. But if you don’t trust your last line of defense, you are hooked. And so Dell’s backup product, Data Domain, is the most secure, purpose-built backup appliance out there in the market – hands down. It’s not even a comparison, from my perspective – and it could be a biased perspective – against other competition and other vendors that also play in the same area. There are just so many features in Data Domain when it comes to immutability and governance and compliance and DDBoost, which is a proprietary protocol – it’s not CIFS, it’s not NFS. A bad actor can scan a CIFS or NFS directory so easily and then just encrypt it. So while we do work very well with PPDM – which is Dell’s backup software – we also use Veeam as well. And so the Veeam-to-Data Domain story is very powerful, and it’s really good for the SMB market as well. So we’re constantly looking at the market and seeing what’s compatible, what plays well with Dell products, and we’re introducing that into our ecosystem as well. Robert Dutt: All right. To wrap it up – sitting where you sit as a partner who’s made a pretty significant single-vendor bet on Dell, what’s the one thing from this week that you sit back and go, “Yeah, that validates the decision”? And also, was there anything that gives you pause – that makes you go, “Okay, I need to learn more about that before I’m sure that we’re aligned”? Josh Singh: Yeah. I mean, I can’t deny that we haven’t been forced to think about more vendor adoption. And as every company needs to iterate and evolve and stay on top of industry trends, we need to constantly be surveying other technologies. And we do. We look at NetApp all the time. We look at Pure. We look at HPE constantly. And what we’ve noticed is we don’t need to take on a different vendor. And especially – one thing I will say about Dell, and I’m not sure if this is an answer to your question, but I do have to mention this – Dell’s supply chain is second to none. So we’re in this world right now which is shifting aggressively to shortages and components and things like that. And that’s where Dell’s really shining right now – in their ability to go to different geographic areas and fast-track product from other areas. So that’s just one thing that I have to plug Dell for: very impressive about what they’re doing there. But from a Dell perspective, they’re constantly innovating. All the thought leaders of the world – in different companies and different partners and vendors – they’re all here. And so if we have that big bet on Dell and they’re constantly innovating and adding new partnerships and are at the forefront of innovation, then that means we are too. And if we are, then we don’t need to look anywhere else – and we’re going to double down on the bet. Robert Dutt: To go back to what you were saying about the supply chain situation – it’s no doubt wild times trying to get infrastructure for everyone on the planet right now. And we hear pretty clearly from Jeff Clarke the idea, the message to customers: put your hand up early – really early, if you can – because that’ll give you the best chances of getting what you want when you want it. If you’re thinking two years out or something, how are you approaching timelines and guidance to customers on – okay, so you want to be here at some point – speccing that out in light of the uncertainty of availability, the uncertainty of price, all the fun stuff that’s going on right now? Josh Singh: We’re living in that world right now and it’s changing the way customers have to respond to their stakeholders in their organizations. Back in the day – and by back in the day, I mean six months ago – a customer needed compute and they would buy compute and they would get it within three weeks, likely two. Now we’re looking at two months, three months, sometimes six-month delays, depending on if they need very specific components. So it is a little bit like the COVID days, where there was a big push to remote connectivity. Now customers are looking at public cloud again in a bigger way because they need immediate resources. So what we’re trying to do as an organization is say, “Yes, you could go to the cloud – that is an option. It always has been an option and always will be an option. But is that the right thing for your organization economically, from a security perspective, from a latency perspective?” There are so many more considerations, especially in the Canadian market with data sovereignty. And so the shift of parts shortages – and this wouldn’t be a current interview unless we talked about Broadcom and the changes they’ve made in the market as well. These two very big changes in our market are now affecting the way that organizations have to respond to their stakeholders and the immediacy of resources. So planning now is critically important. The way that customers are now trying to secure budget within their organizations is changing, because they need to be a bit more adaptable and flexible to what’s externally offered. Previously, it was internal operational methodologies on how they adopted technologies. Now they’re being affected by the external. So they have to be a bit more flexible and adaptable as to how they need to support their growing environment – by way of data, by way of compute resources, and especially AI. Now that I need GPUs and memory and CPUs, which are now in shortage, it is a very big challenge. But it’s not a Dell challenge, it’s a customer challenge. It’s happening across the entire industry. So that’s a good thing for us. If it was a Dell challenge, then we’d have a challenge ourselves and be in a bit of a corner. But it’s a global challenge right now that we are constantly seeing changes to. And I suspect we’ll continue to see changes for the rest of the year. Robert Dutt: It’s wild times when you hear folks who are very intelligent on these things saying this is going to be a multi-year kind of cycle. I guess AI giveth, AI taketh away. Josh Singh: Yes, yes. And geopolitics – we’ve got some leaders in the world right now that are making decisions that are affecting our geopolitical climate as well, which is then downstream affecting IT. So it’s interesting times. Exciting times. And I think we’ll look back on today just like we looked back on COVID – we’ll get through it. We’re all in it together. Robert Dutt: Here’s hoping the war stories end up good at the end of the day. Josh Singh: That’s right. Robert Dutt: Thanks for taking the time. I appreciate it. Josh Singh: Thanks very much, Rob. I appreciate it. Thank you. Robert Dutt: There you have it, Josh Singh from Turning Point Technology Services. I’d like to thank Josh for his time in Las Vegas. The full-circle element of his story – spending years inside Dell, working alongside Turning Point as a channel partner, and then joining the company he was selling through – comes through clearly in how he talks about the business. And I think that perspective showed throughout the conversation. A few things I’d like to take away from this one. First, the single-vendor bet argument. A lot of partners hedge on vendor relationships as a form of risk management, but Turning Point went the other way. And the case Josh makes is essentially that depth beats breadth – that knowing how to navigate a large vendor’s internal matrix quickly is itself a competitive advantage for customers. When someone needs an answer today, knowing exactly who to call inside Dell and getting it done in hours instead of days is a real differentiator. Doesn’t show up in a product spec, but it does show up in the relationship. Second, the AI adoption ladder. The AI Factory is the right concept, but maybe too large a bite for most of the Canadian market. What’s changing now – and what you heard Josh describe with the solution center and the GB10 pilots – is AI becoming consumable at the entry level. Small win, prove the model, scale it up. That’s how it actually gets adopted in the mid-market and SMB space, and the partners who figured out how to structure that journey are the ones who are going to win those accounts. And third, backup is the last line of defense, not the first. Josh put it plainly: if you don’t trust your last line of defense, it doesn’t really matter what you spend on top of it. And if your backup infrastructure gets hit with a ransomware attack – which is increasingly the whole point of the attack – and you’ve filed an insurance claim on top of that, you can’t touch it until the insurance company is done with their analysis. You’re building from scratch. That air gap, clean recovery point is the whole game. Not a nice-to-have. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, the usual suspects. And if you have a moment to leave a rating or review, please do. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

covid-19 spotify canada ai las vegas canadian single security defense pc vancouver curious pure exciting backup singh turning point gpt apis vendor smb crowdstrike raspberry pi gpus dps broadcom mdr dell technologies cpus hpe rfps netapp michael dell csg nfs srp dell emc veeam secureworks cifs data domain dell technologies world jeff clarke hpas channelbuzz

Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

Play Episode Listen Later Jun 8, 2026 57:13

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs? FOR: MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html AGAINST: Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html

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Are our networks ready for AI?

The Catalyst by Softchoice

Play Episode Listen Later Jun 4, 2026 18:08

How is AI forcing our networks to change? This week, Technology Now is diving into the world of network architecture and asking how AI is forcing us to rethink what it looks like. We ask how AI requirements are different to regular computing, we explore why this makes cacheing obsolete, and we ask how our networks are going to continue changing into the future to cope with the demands of our new AI native world. AE Natarajan, SVP, general Manager for Routing Infrastructure Solutions, HPE networking, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About AE: https://www.linkedin.com/in/ae-natarajan-b79202/

The AI Ethics Episode: Whose Job Is It?

Play Episode Listen Later Jun 3, 2026 27:18 Transcription Available

Somewhere in your organization, an AI decision is sitting on someone's desk right now. Who owns it? In most mid-market companies, nobody does — or rather, it's landed on the IT leader who was already doing three other jobs.In this episode of The Catalyst, we follow Jeremy Wight, CTO of CareMessage — a patient engagement platform serving 22 million low-income patients across the US — who had to write his organization's AI policy himself. No committee. No playbook. Just the weight of getting it right for some of the most vulnerable people in the healthcare system.Alongside Jeremy, we hear from Reid Blackman, author of The Ethical Nightmare Challenge and founder of Virtue, who argues that the standard policy-first approach to AI governance is already broken — and offers a framework any team can implement in weeks, not years. Olivia Gambelin, AI ethicist and author of Responsible AI, reframes the vendor selection question entirely: it's not about auditing their product, it's about whether their values align with yours. And Anthony Vinci, former intelligence officer and author of The Fourth Intelligence Revolution, draws an unexpected parallel — between the integrity required of a spy with no rulebook, and the integrity required of an IT leader doing the same.====This episode is brought to you by HPE.From AI to data center and network modernization, HPE delivers a cloud-like experience right on your own infrastructure — the full portfolio, from one partner. softchoice.com/technology-partners/hewlett-packard-enterprise ====In this episode:Why the policy-first approach to AI governance is broken — and what to do insteadA practical three-question framework any team can implement this weekHow to evaluate AI vendors by values alignment, not just product capabilityWhat it actually looks like when one IT leader has to make these calls alone — with 22 million patients on the lineFeatured guests: Jeremy Wight (CTO, CareMessage) • Reid Blackman (Founder/CEO, Virtue) • Olivia Gambelin (AI Ethicist & Author) • Anthony Vinci (CEO, VICO) • Craig McQueen (VP Microsoft Practice, Softchoice)#AIEthics #ResponsibleAI #ITLeadership #AIGovernance #TheCatalyst #Softchoice #MidMarket #HPE===Show Notes & ResourcesGuestsJeremy Wight, CTO — CareMessage: caremessage.orgReid Blackman, Founder/CEO — Virtue: reidblackman.com • The Ethical Nightmare Challenge (book, April 2025) • Ethical Machines (HBR Press, 2022)Olivia Gambelin, AI Ethicist: oliviagambelin.com • Responsible AI: Implement an Ethical Approach in Your Organization • Values Canvas framework — free download at oliviagambelin.comAnthony Vinci, CEO — VICO: anthonyvinci.com • The Fourth Intelligence Revolution (Henry Holt, 2025) • VICO forecasting platform: vico.aiCraig McQueen, VP Microsoft Practice — Softchoice, a World Wide Technology CompanySponsorHPE via Softchoice: softchoice.com/technology-partners/hewlett-packard-enterpriseSoftchoice AI & Ethics resources: softchoice.com/EASThe Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology.

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MM #314: Memory Stock Explosion, Trump's Market Indicator, & Investing Secret To Make Millions

Market Mondays

Play Episode Listen Later Jun 2, 2026 127:49 Transcription Available

This week on Market Mondays, we break down Anthropic's IPO plans, record-high market valuations, ARM's rise, Micron's massive run, IBM's comeback, and what could trigger the next great buying opportunity in the stock market.We also discuss Trump's impact on the markets, Michael Saylor's Bitcoin strategy, new IPO rule changes, potential opportunities in HPE and IBM, and answer your questions on stocks, ETFs, trading, and portfolio management.Plus, we share advice for graduating students, the best ways to invest in yourself, and close with our popular Yes or No segment.#MarketMondays #Investing #StockMarket #Bitcoin #Nvidia #ARM #Micron #IBM #Anthropic #Trading #Finance #EYL #EarnYourLeisure #WealthBuilding #StocksAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26

Squawk on the Street

Play Episode Listen Later Jun 2, 2026 44:44

The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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AI Infrastructure Boom: HPE's Surge, Juniper Upside, and the Dell vs. Cisco Battle

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2026 5:43

Christopher Davis and Steven Dickens break down why HPE's (HPE) 21% surge and $5 billion AI systems backlog represent a genuine infrastructure mega-trend, with the Juniper Networks acquisition emerging as a quiet profit driver. They widen the lens to Dell Technologies (DELL), Cisco Systems (CSCO), and Lenovo, making the case that supply chain execution and software integration — not hyperscaler dominance — are the real differentiators in the enterprise AI buildout.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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HPE CEO Antonio Neri Talks AI Revenue Forecast, Prices and Strategy

Bloomberg Talks

Play Episode Listen Later Jun 2, 2026 7:53 Transcription Available

HPE shares soared by the most ever after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking. HPE CEO Antonio Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss the company's demand growth, memory prices and outlook.See omnystudio.com/listener for privacy information.

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Cautela post récords, $HPE revienta por data centers AI, $MRVL se recalienta en Computex y $HIMS expande con Eucalyptus

WALL STREET COLADA

Play Episode Listen Later Jun 2, 2026 3:59

SUMMARY DEL SHOW Mercado en modo cautela tras máximos históricos. Irán sigue nublando el tape, mientras hoy manda JOLTS y los yields aflojan un poco. $HPE se dispara por resultados récord y demanda fuerte en data centers AI. $MRVL vuela por el respaldo público de $NVDA en Computex. $INTC intenta relanzar su narrativa de infraestructura AI. $HIMS cierra Eucalyptus y acelera expansión internacional.

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Finanz-Nihilismus & Bubble-Thermometer | Anthropic-IPO-Filing | Jensen Huang sagt SaaSocalypse ab #567

Doppelgänger Tech Talk

Play Episode Listen Later Jun 2, 2026 83:54

Anthropic reicht das Börsenprospekt ein. Pip erklärt, warum Anthropic unbedingt vor OpenAI rausgehen muss. In Lenny Rachitskys Umfrage unter Tech-Profis ist Anthropic mit Abstand der Lieblings-Arbeitgeber. Google macht eine Kapitalerhöhung über $80 Mrd. statt wie üblich Aktien zurückzukaufen. Nvidia-CEO Jensen Huang sagt mit einer einzigen Aussage die SaaSocalypse ab und schickt Software-Aktien auf eine Rally. Nvidia greift mit RTX Spark Intel und AMD im PC-Markt an. Die Chicago Mercantile Exchange launcht AI-Token-Futures wie für Gold und Öl. Short-Seller Andrew Left wird wegen Marktmanipulation verurteilt. Bloomberg deckt auf, wie der SpaceX-IPO die S&P-500-Regeln zur Profitabilität aushebelt. Antonio Gracias wird durch den IPO zum Milliardär, sein Off-Balance-Sheet-Konstrukt mit SpaceX wird zum Streitthema. US Space Force vergibt $4,16 Mrd. an SpaceX für den Golden Dome. Instagram-Accounts werden gehackt, indem Hacker einfach Meta AI fragen. Salesforce kauft das Berliner Startup Contentful und hält selbst inzwischen einen $5-Mrd.-Anteil an Anthropic. Anthropic gibt der EU-Cybersecurity-Agentur ENISA Zugang zu Mythos. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Anthropic reicht IPO-Prospekt ein (00:18:14) Anthropic ist Lieblings-Arbeitgeber (00:20:17) Google macht $80-Mrd.-Kapitalerhöhung (00:27:04) Jensen Huang sagt SaaSocalypse ab (00:33:47) Nvidia RTX Spark gegen Intel/AMD (00:39:46) AI-Token-Futures an der CME (00:43:06) MiniMax M3: China-Modell für 5-10% des Preises (00:46:01) HPE (00:47:13) Peter Thiel zieht nach Argentinien (00:49:32) SpaceX-Skeptiker: Musk vs. eigenes IPO-Filing (00:55:25) SpaceX-IPO biegt S&P-500-Regeln (00:59:29) Antonio Gracias und SpaceX' Off-Balance-Sheet-Konstrukt (01:07:28) US Space Force vergibt $4,16 Mrd. an SpaceX (01:09:15) Instagram-Hack via Meta AI (01:13:24) Salesforce kauft Berliner Contentful (01:18:17) Anthropic gibt EU/ENISA Zugang zu Mythos (01:19:33) Salesforces Anthropic-Stake auf $5 Mrd. Shownotes Anthropic-Ankündigung - xcancel.com Lenny Rachitsky: Ergebnisse einer Umfrage zu AI-Tools - linkedin.com Alphabet - ft.com Nvidia RTX Spark N1/N1X: AI-CPU/GPU für Laptops und Desktops - theverge.com Nvidia-CEO Jensen Huang zerstreut SaaSocalypse-Sorgen - wsj.com AI-Token-Futures kommen wie Gold und Öl - techcrunch.com MiniMax M3: Schlägt GPT-5.5 und Gemini 3.1 Pro bei 5-10% der Kosten - venturebeat.com HPE shares soar 37% - ft.com NYT: Warum Peter Thiel sich auf ein Leben nach Amerika vorbereitet (Argentinien) - nytimes.com SpaceX-Skeptiker: Musks Aussagen weichen vom IPO-Filing ab - cnbc.com Short-Seller Andrew Left wegen Wertpapierbetrug verurteilt - bloomberg.com SpaceX-IPO zwingt Indexfonds und Retail, die Regeln zu ändern - bloomberg.com Hedgeye-Tweet zu SpaceX/Markt - xcancel.com Fortune: SpaceX-IPO macht Musks Freund Antonio Gracias zum Milliardär - fortune.com US Space Force vergibt $4,16-Mrd.-Vertrag an SpaceX - reuters.com Coinbase und Kalshi launchen regulierte Perpetual-Krypto-Futures - reuters.com Hacker bekommen Zugang zu High-Profile-Instagram-Accounts durch Meta AI - 404media.co Gergely Orosz Tweet - xcancel.com Jane Wong Tweet - xcancel.com Salesforce übernimmt Berliner Startup Contentful - manager-magazin.de Salesforce kauft Contentful: Headless CMS für Agentforce - thenextweb.com Anthropic gibt EU-Cybersecurity-Agentur Zugang zu Mythos - bloomberg.com Salesforces Anthropic-Investment auf rund $5 Mrd. bewertet - bloomberg.com

NIO ES9 17-Week Queue, Can It Beat The ES8? SpaceX IPO & Florida Sues Sam Altman | June 2

Courtside Financial Podcast

Play Episode Listen Later Jun 2, 2026 9:44

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.

143. "Mon sourire n'est jamais un mensonge" avec Alice

Passages Insolites

Play Episode Listen Later Jun 2, 2026 38:39

Et si la personne la plus solaire de la pièce était aussi la plus blessée ? Alice rit sincèrement tous les jours et, ce n'est pas un effort, et encore moins du fake.Et pourtant, elle se permet à peine, à presque 42 ans, de laisser tomber le sourire devant les autres.Dans cet épisode, on parle de ce que ça coûte d'être celle qui va toujours bien.Alice est chanteuse, comédienne et interprète depuis plus de 20 ans, (je l'ai découverte dans Starmania).Sur scène comme sur ses réseaux, elle dégage une joie de vivre contagieuse. Mais derrière le sourire, il y a une autre Alice, celle qu'elle réserve à un tout petit cercle, et qu'elle apprend tout juste à laisser exister.Dans cet épisode, on parle :du masque qu'on enfile et qu'on enlève comme un costume, de ce que ça fait de grandir dans une culture où parler de ses émotions est tabou,de l'art comme exutoire pour purger ce qu'on ne s'autorise pas à dire ailleurset de cette vérité qui pique : il y a des choses qu'on sait par cœur et qu'on n'applique toujours pas.Ce qu'on explore dans cet épisode :Le masque du sourire : comment la bonne humeur peut être à la fois 100 % sincère et un refuge où se cacher quand ça ne va pas, et pourquoi les proches ont parfois du mal à croire qu'on puisse aussi aller mal.L'art comme catharsis : quand les émotions qu'on a tues deviennent la matière brute du jeu d'acteur, et que tout ce magma intérieur se transforme en or sur scène.La suradaptation du caméléon : savoir s'adapter à tous les milieux comme une force et un outil, mais aussi reconnaître le moment où l'adaptation tourne à l'épuisement de soi.« C'est tellement logique qu'on ne le fait pas » : être la priorité de sa propre vie, ce conseil qu'Alice donne à tout le monde sans se l'appliquer, et ce déclic arrivé à 40 ans (plus 1).Un échange sur la joie, les cicatrices, et cette idée qu'on ne serait pas qui on est sans elles.En vrai, en vrac, et c'est déjà pas mal.Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

⚠️WATCH BEFORE MONDAY 9.30am!! #ASTS #DELL #MU #MSFT #NVDA #CRSR #NOW #IBM #HPE #SMCI #HOOD

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later May 29, 2026 12:02

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: • OVTLYR: Your Trading Intelligence Platform Before Monday's 9:30am open, several major stocks are setting up for potentially important moves.In this video, we break down the key setups, signals, and market context around ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, and HOOD. We'll look at where momentum is building, where risk may be rising, and which names could be worth watching as the new trading week begins.This is not about guessing. It's about using data, trend, and OVTLYR signals to identify where opportunity and danger may be showing up before the market reacts.Stocks covered:ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, HOODTry OVTLYR and start trading with smarter signals:https://ovtlyr.comDisclaimer: This video is for educational and informational purposes only. It is not financial advice. Always do your own research and manage your risk.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/...2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/...NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

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PP111: New HPE Mist Features Validate NAC Changes, Enable Inline Microsegmentation (Sponsored)

Packet Pushers - Fat Pipe

Play Episode Listen Later May 26, 2026 47:44

HPE has announced new features in its Juniper Mist portfolio. On today’s sponsored Packet Protector, we dig into those features, including a dry run option that lets organizations test and refine Network Access Control (NAC) policies before pushing them out, a policy validation feature that can identify shadow NAC rules, and a microsegmentation capability aimed... Read more »

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PP111: New HPE Mist Features Validate NAC Changes, Enable Inline Microsegmentation (Sponsored)

Play Episode Listen Later May 26, 2026 47:44

security networking engineers cybersecurity compliance mist enable validate nac hpe inline microsegmentation

HW079: Driving AI Efficacy in Wi-Fi (Sponsored)

Play Episode Listen Later May 19, 2026 29:24

Every wireless vendor has an AI story. What actually matters now? Efficacy. Recorded live at Mobility Field Day, Keith sits down with HPE’s Bob Friday right off the show floor to discuss how HPE's announcements are driving toward an autonomous network and what features are the key to truly making a difference in day-to-day life... Read more »

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HW079: Driving AI Efficacy in Wi-Fi (Sponsored)

Heavy Wireless

Play Episode Listen Later May 19, 2026 29:24

ai driving networking wifi wireless efficacy wlan hpe

Quand le bonheur devient une performance, avec Christelle de Musaé

Passages Insolites

Play Episode Listen Later May 19, 2026 40:35

On enregistre un 1er avril, et Christelle prévient d'emblée : une journée sans rire reste pour elle une journée un peu foutue. Le ton est posé.Christelle a fondé Musaé en mars 2020, à deux semaines près du premier confinement. Un média et un laboratoire d'innovation sociale sur la santé mentale, avec un objectif clair : la dédramatiser et la démocratiser.Dans cet épisode, on parle de santé mentale comme d'un continuum, jamais figé, un équilibre précaire fait de ressources et d'obstacles qui ne dépendent pas que de nous. On aborde le principe du rétablissement, les troubles psychiques, le burn-out, l'anxiété, la dépression, le stress post-traumatique, et cette idée qu'on peut aller mieux sans aller bien tout le temps. On déboulonne le "game de la performance", cette injonction au bonheur véhiculée par les réseaux sociaux qui transforme le bien-être en compétition, jusqu'à la diet culture et ses dégâts. Et on dit pourquoi le développement personnel individualiste, celui qui fait tout reposer sur tes seules épaules et culpabilise, nous plante.Christelle raconte aussi son année 2025, vraiment en vrac : Musaé qui rencontre quelques difficultés, l'équipe qu'elle doit laisser partir, le sujet qui devient lourd à porter, et le recul qui permet de relire l'histoire autrement. Le livre de Christelle, Full santé mentale (éditions Viber), et le lien vers Musaé sont dans les notes.Pour retrouver Christelle sur Instagram : @muaeEt son livre : Full santé mentale, aux éditions Vuibert ! Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Packet Pushers - Network Break

Play Episode Listen Later May 18, 2026 29:02

Take a Network Break! In this week’s Red Alert we suggest an audit of your Azure environment after Microsoft says it patched four critical vulnerabilities. On the news front, Nvidia has brought the Multipath Reliable Connection (MCR) protocol to the Open Compute Project, AT&T rolls out quantum-resistant SD-WAN services, and HPE introduces new Wi-Fi automation... Read more »

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NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Play Episode Listen Later May 18, 2026 29:02

technology news project tech microsoft networking income markets wifi analysis workforce nvidia protocol cisco azure red alert hpe shrinks sd wan swells open compute

NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Packet Pushers - Fat Pipe

Play Episode Listen Later May 18, 2026 29:02

technology news project tech microsoft networking income markets wifi analysis workforce nvidia protocol cisco azure red alert hpe shrinks sd wan swells open compute

330: Grow Your Business in 3 Phases with James Green

Management Blueprint

Play Episode Listen Later May 4, 2026 28:03

https://youtu.be/oPA1dSUab9Y James Green, CEO of Cognome and former Pixar executive under Steve Jobs, is driven by a deep curiosity and a pull toward ideas that can create massive impact. From early internet ventures to mobile innovation and now AI in healthcare, James has consistently aligned himself with transformative trends. In this episode, he shares hard-earned lessons from scaling multiple companies and introduces a simple but powerful framework that explains why many startups struggle to grow beyond their early stages. We explore James' 3-Stage StartUp Growth Framework: Whiteboard Phase, PowerPoint Phase, PDF Phase—a model that captures how organizations must evolve as they scale. He explains why early-stage chaos is necessary, how structure begins to take shape in the middle phase, and why standardization becomes critical at scale. James also dives into the toughest leadership challenges—especially making difficult people decisions—and shares why aligning with strong market tailwinds and creating “pull” from customers is essential for sustainable growth. — Grow Your Business in 3 Phases with James Green Good day, dear listeners. Steve Preda here with the Management Blueprint, and my guest today is James Green, the CEO of Cognome, a health tech company that is solving the problem of how to manage different AI models that are being deployed in healthcare today. Earlier, he worked as a vice president at Disney. He worked directly under Steve Jobs at Pixar, and he has had at least six other CEO roles in ed tech, media, and healthcare. Welcome to the show, James. Thank you very much. Delighted to be here. Yeah, super excited. And Steve Jobs—you don't often have people that have known Steve Jobs now even Tim Cook has resigned. Yeah. Yeah. And it’s 13 years, I guess. Steve Jobs is being gone. So what was it like working with the man? Was he a difficult boss? First of all, most of the things you hear about him are accurate. So it’s not one of these things where you hear a lot about Steve Jobs and actually the man was totally different. So most of what you’ve heard is true. And I’ll give you one short anecdote sort of before we go on, which is something that I always found incredibly impressive about him. When you work for him, if you disagreed and said, “Hey, you want it to be white, I want it to be black,” without hesitation he would say something like, “Here are seven reasons why you're wrong.” First of all, before we go into those seven reasons, what’s impressive about that is he had a number and he stuck with it. And it happened in seconds and he didn’t know before. So if you think about that, it’s hard to keep all of that in your head. So the guy was just super, super clever. And then he would list them 1, 2, 3, 4, 5, 6, 7, and you’d be out. Like it’s done. It’s like, “Oh, damn.” So yeah, he was unbelievable human, and it was an honor and a privilege to have worked with him. Yeah, well, that's awesome—to talk to you, having worked with him and having some direct experience. Definitely not an easy boss when he has seven guns to shoot you down. Yeah. But there's a lot to learn. I mean, you learn the most from these kinds of bosses. Yeah. So let's get into the question—which is normally the first one, but this is the exception: What is your personal “why,” and how are you manifesting it in Cognome, James, and in your previous jobs? Yeah, I've thought about this a lot. I've tried to come up with what my “why” really is. And what I’ve come up with is I can’t help myself. And I’m going to go through examples of it and what I mean by that. I pay a lot of attention to the world. I pay a lot of attention to what’s going on. I get very seduced by new ideas and new things and things that I think will have big impact. And once I start thinking about it and thinking about what that impact is, I cannot help but start getting involved in it. That sounds very abstract, so I want to try to make that super concrete. So when I was working at Pixar, for example—the internet was being born. This is the late '90s. I couldn't help myself. I started an ad-serving company called Sabela Media. That company got sold to 24/7, then to DoubleClick, which later got acquired by Google. So the internet was there. I had to do it. I had to have something in it. Then after that, I was thinking about what to do next—and mobile phones, if you remember, were still flip phones, mostly used for texting. The second company that I did was putting content onto those phones. It just seemed obvious to me—I couldn't help myself. I saw the opportunity, and it clearly worked. That company was called GiantBear. It was sold to BlueCora. After that, there was this crazy innovation going on in television of all things with effects. Now, again, we take these things for granted. We’ve got AI creating things all day long, back in the day, we didn’t. So I ran a company called PVI, which is famous for inventing the first-down line you see in football games. So that was kind of the very first virtual object you saw in live things. Again, it may seem like, oh, that’s an everyday event, but back in the day it was totally not. And I think it opened up football to many more people—you no longer needed the chain crew to understand what was going on. And then if we fast-forward—there are a few things in the middle, but I don't want to bore everyone—to where I am today at Cognome. I even wore my little Cognome shirt so I could advertise it throughout the podcast. Yeah, that's smart. I have to do that. AI is clearly the big thing today. But for me, intellectually, it's not enough to just say, “I'll do an AI model,” like everyone else. For me, healthcare is one of the areas that AI will have the biggest impact with. Healthcare for a lot of reasons has been a laggard technologically for specific things about how they store data, so it hasn’t been adopted things like multi-tenant SaaS, because the data has to stay local and things like this. So AI will revolutionize it. And AI will make decisions about whether people live or die, right? So it's really consequential. And for me, the question is—how are you going to manage that? That's a super interesting intellectual opportunity. And so Cognome ExplainerAI. So my “why” is: what's going on, what's interesting, and what's changing the world? And the beautiful thing about that is you get a “rising tide lifts all boats” situation. You're not fighting against a trend—you're moving with it. The whole world is rising, and you can be part of that. That’s sort of my “why”. Yeah, so basically—in other words—it's about coming up with revolutionary ideas and implementing them? Yeah. I mean, I want to make an impact in the world. I want to make a difference. I'm not a very religious person—in fact, not at all. So I believe our time here is limited. I want to make a difference. I want to be part of what's going on. So yeah, that's my “why.” Yeah—tapping into trends. Well, that’s great. I mean, don't know if it's a “why,” but making the most of the opportunity to be here and maximizing impact—that's a huge one. Love it. Yeah. STEVE PREDA: So let me segue to the next one. This podcast is all about frameworks. So the objective here is what’s a shortcut that you can teach the listeners that they can implement in their business? So what is your “shortcut” to success? Maybe “shortcut” is the wrong word. What is the framework you use to interpret the world, understand it better, and make decisions? Yeah, this is another thing I struggled with a little bit. So I listened to your questions, and I tried to make my answers really personal. I'm trying to be authentic—this is what I actually do all the time, as opposed to this is what I’m doing at the moment, or this is what I did for a second. The truth is, frameworks come and go. There are a lot of frameworks out there. I've probably used 15 different sales frameworks. I mostly operate in the B2B world, so there are lots of frameworks you can use—for example, in sales. But I tried to think of something more consistent—a framework I've used across every company I've worked with, all the time. And the one I always come back to is about growth. So what I want to talk about is: how do you manage a company that's going through growth? Because it's not obvious—and I do have a framework for it. And unlike some of the other frameworks—like something McKinsey, Bain, or someone’s invented this framework and you are adopting it. This is really pretty personal to me, and I’ve adopted various little things about it. There are these two ideas that live in parallel. One is in the sales process, where I think companies go through this idea of, I call it a Whiteboard sales process, a PowerPoint sales process. And forgive me for being a little dated, but a PDF style process, something you can’t change. And at the same time, they go through these stages where you are a small company, a medium-sized company, and a larger company. Think of it roughly as fewer than 12 people, then 10 to 75, and then 75 to 100 and beyond. And I’ve managed all of these sizes. And what’s interesting about these is that if you don’t have a framework to manage yourself through these stages, you’re going to fail. You as a leader will be replaced. I personally have replaced leaders who cannot go through those kinds of things. One of the things I've done in my career is act as a sort of hired gun for VCs. They make an investment, and then they bring me in to replace the founder if they haven't been able to navigate that growth stage. And so the framework works like this. When you're starting a company—what I call the “whiteboard” phase—what you're selling is a little different every time. And the consequence of that inside the company is everyone is doing everything. It’s a little chaotic and it’s okay. Like, less than 10 people, it’s okay. It’s okay that the finance person is doing a little selling and the engineer is doing a little marketing. It’s okay, because you only have 10 people maybe. When you go into a client, you are sort of inventing yourself as you go. There's always that first client where you're saying, “I think we should do this. This is how I'm going to help you make money, save money, or do something better.” You’re figuring things out. Yeah. And maybe there's some pivots in there. Maybe there isn't. Not everyone gets to be Google and get it right the first time, but you’ll see. In the end, you start getting things right. And then you go through what I call the PowerPoint phase. So what this is—you now have more than 10 people. It kind of isn't okay that the sales guy is doing finance, or the engineer is doing marketing. You actually have people in their swim lanes. I call it the PowerPoint because you've built PowerPoints, so you’ve got slides that you can use and it’s replicable. Guess what? You tend to tweak them for each client. You are still—you know what—the way you're selling to… I don't want to make a stupid example up—Home Depot is still a little different than selling to Lowe's. You know that—even though it should be exactly the same—it's still a little different. You're tweaking it each time. You're moving slide three to slide seven. Sometimes you don't show slide 10. You're still tweaking it. Yeah. I relate to that. And your organization is structured, but not completely rigid. Everyone still knows each other in the company. It's up to maybe 50—I think it maxes out at about 75 people. But every single person in the company knows each other. They’re all collaborating. You don’t need a lot of structure inside the company because there’s sort of culture in there to hold everyone together, right? And then you get to the third stage, which I call the PDF stage—where you've figured it out. You sell the same thing. Maybe you have three PDFs because you're selling in three verticals. But you go into a client—this is the thing—and it never changes. Slide one is always slide one. Slide two is always slide two. Slide three is always slide three. And you have maybe a hundred people in your company. And by the way, now you have levels. So not everybody knows everybody. And as a CEO, I have my lieutenants. My lieutenants have people working for them. And I sort of feel like everyone can manage—I don't know—five, six, seven, eight people. More than that is difficult unless the roles are not very sophisticated. So you need this management layer, which separates the CEO from the rest of the organization. So you need a lot more structure. And as you go through these three phases—and they're really different—a tragic thing happens. It happens all the time. The person who was so helpful in the whiteboard phase, who was your go-to person, they don’t make it in the third phase because they’re a generalist. They liked the chaos. They liked being able to have their foot, and they’ll complain to you. They'll say, “Why aren't you listening to me?” It's an engineer saying, “Why isn't sales listening to me?” Dude, you're an engineer—stick to your knitting. Like, no. And this culture goes through every single company I’ve ever run. Most of them have gone through these three phases—small, medium, and large. And one of the things I try to do with employees in these phases—and this is part of the framework—is to give them a huge amount of latitude to see if they can succeed in the phase. So, to give them the freedom—if you're being blunt—to give them enough rope to hang themselves. And if you're being kind, to give them the freedom to be who they are, to be the best they can be, and to support them—not control them. And so, if you are aware of this framework as you grow, and you give that latitude, and you hire smart people, then you can see which ones you keep and which ones you don't. And honestly, the worst and hardest part of managing through growth is that selection and weeding-out process—of the people who worked in the first stage but don't work in the last stage. So that is the only kind of framework for me that has stood the test of time. It has worked in media, worked in healthcare, and worked in various other places. Does that make sense to you? Does it resonate with you? Absolutely. And I was just working on a chapter in my new book, and I was actually writing about this very idea—why some companies are never able to grow, because they are not able to make these decisions, these painful decisions, as you described. Super painful—the worst. It’s the worst part. Firing people is the worst part of being a CEO. If you enjoy that, you’re a bad CEO. You want to have a positive environment, so you want to everyone have a good time. And when there’s growth, usually there’s incredible optimism and great culture. So any CEO who enjoys that process is not a good CEO. Yeah, that’s so true. This is kind of a difficult thing. You have to be ruthless to some degree. You do. Yeah. That's why this framework has helped me—and it's helped me be gracious and kind to people. Let's just call her Jane, right? A totally fictitious person. But you can go to Jane in stage three and say, “Jane, do you remember how much you loved it in the first phase?” I'm going to give you some time here. You are going to leave, but I'm going to give you some time to work on a special project. But you also need to find your next startup—because you love that environment. And I am going to put this bureaucracy in place, and you're going to fight it until the day you die. So I can't have you here—I just can't. I can give you this little thing to do and you can have some weeks to go do that and give you some time, but the framework helps you be gracious and helps you make those decisions as you grow. That’s an amazing framework. This is really unique. We've recorded, I think, close to 400 episodes with different frameworks—and this hasn't come up. Nothing similar has come up. Woo-hoo. Love it. So where are you now in your business? Which phase are you in? I am in between the whiteboard and the PowerPoint phase. Maybe because I'm an optimist, I'm going to say I'm in the PowerPoint phase. But I know there's still part of me that's drawing things on the whiteboard. We have 12 people, so we're just at the edge of growing out of that phase. I don’t have that layer in the middle. We have half a dozen clients. I suspect that by the end of this year, we'll be fully in the PowerPoint phase. And it'll be another 18 months after that until we get to the next stage—and that's assuming we continue to grow. I mean, my whole raison d'être is to find these really special things, grow them, and make an impact. So let’s hope that happens. Yeah, well, you've had some practice in your previous six CEO positions, so I'm sure you'll figure this out. So what drives growth in your business? Yeah, this goes a little bit back to phase one. So I've picked an area that's growing by itself. I mean, AI—there are more and more models being deployed in hospitals. Hospitals are growing. The number of models deployed in them is growing at about 2.2 times the rate of the general population. So good for me. There are federal regulations coming that say you need to control what your AI models are doing. That's also good for me. It's a lovely day when regulation is good for your business—it usually isn't. But it's not unusual in healthcare. If you look at electronic health records, that was driven by government regulation and funding. So this is a little bit like that. Federal, state, and other institutions are driving this trend. And then there are things happening inside healthcare organizations themselves that we can tap into. I always think that when you're selling, you should have a good story. So I'm going to tell you the kind of story we use. When we meet with a chief information officer, we tell stories like the ones I'm about to share. And this really helps us tap into that growth. Because part of growth in a B2B environment is having a strong sales team, good engagement, and solid frameworks—like: do they have budget? Are you talking to the right decision-maker? All of those kinds of frameworks, which to me are more tactical—I've used a lot of them. But we go in and say things like: “Have you ever experienced a situation in radiology where a new model was released and no one told you about it—and now you have to monitor it?” This is happening. And they're like, “Oh my God—yes.” And then they tell you a story about it. And then you say, “What about that note from CMS?”—that's the organization that runs Medicare and Medicaid, for those not in healthcare. “Did you hear that they're coming down to audit some of your peers?” And they're like, “Oh my God—we just got notice that we're being audited.” And then—how about your board? How's your board doing? Are they coming down and saying, “What are you doing in AI?” So you try to tell these stories and then you create this tension, where they have to grow and they have to control, and then that’s where we come in. We can help all of these companies manage all of these models. What we do—we have this product called ExplainerAI. We tap into the underlying data from the electronic health record—the EHR, or medical record. We tap into the models—the front end—and the logging files behind them. And then we can tell whether the model is exhibiting drift, and how it's performing across different areas. That could be geographic areas, or demographic areas. Is it performing the same with young men and older women? Is it performing the same over time? Is it degrading? Is it releasing personal health information when it shouldn't? Is it hallucinating, if it's an LLM? That’s what we do. And then we can send alerts out to people, saying, “Hey, listen, this model is making shit up right now, you need to deal with it.” And then they can talk to the vendor and handle it. So we're in a good space. And so growth is, to some extent, this idea of a rising tide lifting all boats. I've picked an area that's growing, so I can grow with it. And then part of it is being connected and having a good way of engaging with people who are buyers. And so we have these stories that we tell in our decks about how we help in these situations. Have you had to pivot between the original idea and where you are? Yeah, we have. And for anyone who's listening and thinking, “Oh my God, I'm going to have to pivot,” I use Google as my favorite example of someone who just got so lucky. They were like, “We're going to have this little thing that searches the internet,” and they never really changed—until they got so big they could do more. That is the exception, not the rule. And what’s interesting about the way we started is it’s still a core differentiator for us—we started with the ability to take data from an EHR, from a medical record, translate it, and store it in a common data model. It's called OMOP. It's the most common way that researchers structure this kind of data. And we thought this technology would be widely adopted by researchers. We have contracts with people like Hopkins, Ohio State, NYU—big institutions—but it's not big enough. It’s not going fast enough. What it does do, though, is for our ExplainerAI, it gives us the technology—it's a moat—to connect to the source of truth, the electronic health record, so that you can get actual outcomes versus predictions. Many models cannot get the actual data out of the EHR. So they just say, “This is my prediction, this is my prediction, this is my prediction.” And over time—that's fine, those are predictions—but how do they actually compare to what really happened? Yeah. What actually happened? And because of where we started, we have a way of efficiently and accurately getting that information. So it is still the bedrock. But it's definitely a pivot. And then you basically put an AI layer on top, and that's great. And how did you know when to pivot? How do you reach that tipping point? How do you know this is the moment—you have to pull the plug on this because it's not working? First of all, I think on a personal level, I'm always late. So I think I could always have made this decision earlier. If I'm being self-critical at a high level. And I don't think I have a clean answer—but I'll tell you how I've done it. If you have a better way, I'd love to know. It’s about sales engagement. So you go to a hundred people, you have a hundred meetings, and you sell to two. That's not good enough. It's just not good enough. And those two are complaining. What you want to see in a product—and I think this is true of all great products, especially today—I use examples like Facebook and Tesla—is that products are pulled, not pushed. If you still find yourself, after nine months, pushing—and you don't have the momentum where your product is being pulled—you're wrong. You need your clients to be making referrals, and you need to be pulled into deals. In today's advertising and marketing world, it's too noisy. Maybe back in the seventies you could do it, but now it's just too noisy—especially in B2B. There are so many people selling to the same buyers that they need to hear about your product from others, have people around them recommending it, and pulling you in. There's some time—and I usually take closer to a year, which is long. It would be better for me to do it in six months or even three months. I haven’t found a way to do that where you pivot if you’re just not getting traction, basically. Yeah, okay. I love it. So what's one thing in your company that you're trying to figure out right now? One thing in my company that I'm trying to figure out right now is how to further ramp up sales. I'm cheating a little bit here, because I think we may already have it figured out—but leaving you with an unanswered question isn't very helpful. So we were having—and still are, to some extent—problems getting ExplainerAI rolled out. People were interested in it, but they wouldn't buy. So we tried to figure out why. And one of the things we found is this: For those of your listeners who may not know, healthcare is probably the largest portion of GDP in the country. Buyers are very large. We don't always think about it this way, but if you do—everyone goes to the doctor. It affects 100% of the population. And these large institutions—a hospital is usually a multi-billion-dollar organization—and there are about 6,500 of them in the country. So we've got 6,500 multi-billion-dollar companies in this country. It’s crazy, right? They don't want to buy from small companies—they want to buy from big companies. This is one of the things we found out. So we get to the finish line, they say yes—and then no one tells you the truth, right? No one says, “I'm not buying from you because you're small.” But we ended up figuring it out through triangulation. So we've been building partnerships. We started with Intel. We made some of our models work on Intel CPUs, and I'm actually pretty proud of that work. For the nerds out there—we're working on Xeon 6 chips, the Granite Rapids chips—running locally deployed LLM ensembles. Think of it as models like Qwen and LLaMA running inside their chips—what I'd call small-to-medium language models, not large language models. Up to 32 billion parameters, running on a CPU, not a GPU. So that’s a big deal. Intel loves us, and we've been able to leverage their ecosystem to have their partners sell our product. So now you've got HPE selling ExplainerAI. You've got Lenovo selling ExplainerAI. And probably my favorite partner—love you, ePlus, if you're listening—I think you're the best. They're a Fortune 1000 reseller selling ExplainerAI. So now we have large companies selling our product, and that's starting to come to fruition. Now, it's not solved—my revenue isn't going boom yet—because if it were, I'd be firmly in the PowerPoint phase, heading toward the PDF phase. But it's looking really good, and I'm very excited. Cognome Inside. There you go. Cognome Inside—yes. Cognome Inside. Intel Inside—for those of you who remember. Yes. Love it. Okay, so before we wrap up, I have one more question for you: What is a question that entrepreneurs should always be asking themselves? I think the hardest thing about being an entrepreneur is dealing with the amplitude of the variance that happens inside it. There are incredibly high days, and there are incredibly low days. There are days when you don't even want to get out of bed in the morning. You don't have many clients, and one of them has just told you that you're a complete moron. Even if you've got the best product in the world, if you're in the whiteboard or PowerPoint phase, you're going to make mistakes. You just are. No one's perfect. And there are days when some combination of a client, an employee, or the product—something has failed, someone has left, something isn't working—and you feel awful. So what I'd say to entrepreneurs is this: if you really are an entrepreneur, it is your personality that you can still get through those and wake up in the morning and say, I believe in this. I know I can do it. I can keep doing it. And one of the things that I think separates an entrepreneur from someone who isn't is this: When I go through these moments, I ask myself, “What's the worst that could happen?” And I usually start with: “Is anyone going to die?” And the answer is almost always no. No one's going to die. So it’s not that bad. And by the way, I remember giving that advice to a young person once—and I saw their face go white. And I thought, “Oh, that's not an entrepreneur.” That's the kind of person who hears that and thinks, “Oh my God, really? You think about the worst thing that could happen so you can deal with it?” And I'm like, yes. Does that apply to the company itself? Is the company included in that “worst-case” question? To me, the next step is: is an individual going to die? That's a higher stake than whether the company is going to die. But yes—is the company going to die? That's part of the thinking, because you're going through all the consequences. Am I going to lose all my money? Is the company going to fail? Those are escalations of that thinking. But to me, company death is less tragic than a human death. Yeah, true. Not everyone might agree with that, but I think so. You can try again. Yeah. Start another company. Yeah, exactly. Anyway, your question was: what is a question that an entrepreneur should always be asking themselves? For me, turning that upside down and inside out—it's: what's the worst that can happen, and can you get through it? Are you able to get through it? Do you have the drive and the imagination to keep going? That's the question I've continually found myself asking, as opposed to any other kind of existential question. And I think some of the other questions are not always the right way to look at it—like“Is this the best business?” Because there's a very big difference between an entrepreneur and an investor. An entrepreneur has to keep going, while an investor might quit. Investors, they’re playing the portfolio game. They can say, “That's not working—I'm dropping that and keeping this.” As an entrepreneur, you can't really play that game with your time. I mean, Elon Musk is running four companies—so okay, fine—but most of us aren't. Most of us are running one or two, and we need more tenacity to make it work—to pivot or to find another path. That's a really big difference between an entrepreneur and other kinds of people. And it's why I've kept doing it. It comes back to the very first question: why do you do this? I can't help myself. I just can't. It's what I like to do. Yeah, the contrast is addictive—the contrast between near-death and near-Nirvana, right? Yeah. I love it. I mean, you can't have euphoria without depression. You wouldn't know what it was—it would just seem normal. Yeah, just a personal example of that—I was in Hungary, where I was born, for the election two weeks ago. By the way, I'm so excited about that election, for many reasons. The exhilaration that I felt—and that everyone else felt—was even greater than when the Berlin Wall came down, because the system was worse. Yeah. And if they hadn't lived through that for 16 years, they wouldn't have felt it. Now, we didn't experience it directly—but still. But even I was paying attention to a lot of things, and I was following that one very closely. Even I felt that sense of euphoria. I was like, “That's great.” I was at the dinner table with my wife and kids—and I'm not Hungarian, it's not affecting me. I mean, Viktor Orbán isn't really having any effect on my life at all. Maybe he shows up at some conferences in the U.S., but still—not affecting me. But I'm sitting there at dinner like, “Did you hear what happened today? That's great.” Anyway. Awesome. I'm glad you're on that side of the equation. James, if people would like to learn more—if they'd like to learn about Cognome and connect with you—where should they go? Where can they find you? Yeah, so you can certainly go to cognome.com. You can email info@cognome.com. But if you've listened to this podcast, I'm always happy to hear from people. I answer every single email myself. And if you know my name—James Green—you can just put a dot in the middle and add @cognome.com at the end, and that will get to me. Delighted to hear from any of you—especially if you're a CIO in a hospital, you should reach out. Well, all those hospital CIOs—please call James, or at least send him an email. And for those of you listening—this was an amazing framework: from whiteboard to PowerPoint to PDF. Definitely relatable. And remember—if no one's dying, it's okay. You can always pivot and live to fight another day. So, James, thanks for coming—and thank you for listening. Important Links: James' LinkedIn James' website James' email: info@cognome.com

How do you update a network without downtime?

Play Episode Listen Later Apr 30, 2026 21:54

How do you update a network without downtime? This week, Technology Now is diving into the world of telcos and how they keep critical infrastructure running while continuing to improve their systems. We ask how silos have been used historically by telcos, how AI and cloud are being embraced and how you manage the switch from old to new architecture without impacting users. Franz Seiser, Head of the Data Tribe at Deutche Telekom, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Franz:https://www.linkedin.com/in/franz-seiser-658b94/

Are we going to run out of power?

Play Episode Listen Later Apr 23, 2026 21:18

Do we have enough energy to go around? This week Technology Now investigates how organisations can use their energy more efficiently. We ask how important energy sovereignty should be, we consider the financial benefits of savvy energy use, and we explore potential ways in which waste heat could be repurposed. Karim Abou Zahab, a Principal Technologist with the Sustainable Transformation Team at HPE tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Karim:https://www.linkedin.com/in/karim-abouzahab/Sources:https://www.iea.org/reports/global-energy-review-2025/electricityhttps://www.neso.energy/energy-101/great-britains-monthly-energy-stats#:~:text=Great%20Britain's%20energy%20explained:%20March,lower%20demand%20across%20the%20country.

Sixty years of innovation: how would we use a quantum computer?

Play Episode Listen Later Apr 16, 2026 22:03

How would we integrate quantum computers into our current infrastructure? This week, Technology Now is exploring the practicalities of quantum computing, not just how they work but how we would physically build one. How would it be used alongside traditional HPC, what would it be used for, and what would be involved in the process of actually building one.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. About Masoud:https://www.linkedin.com/in/masoud-mohseni-12b00214/Quantum Computing 1-0-1:https://hpe.lnk.to/quantumfa

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