Dell, Microsoft Emerge Revenue Leaders in Data Center Infrastructure

Dell | June 15, 2020

  • Dell Technologies and Microsoft were the data center hardware and software infrastructure revenue leaders in the first quarter of 2020 as public cloud.

  • However, the COVID-19 pandemic halted the steady growth trend over the past several quarters in hardware and software revenue, which caused the global data center infrastructure market .

  • Dell was the leader in data center revenue in both server and storage revenue, while Cisco Systems was the dominant player in networking.


Dell Technologies and Microsoft were the data center hardware and software infrastructure revenue leaders in the first quarter of 2020 as public cloud vendors continue to lead the data center spending charge. However, the COVID-19 pandemic halted the steady growth trend over the past several quarters in hardware and software revenue, which caused the global data center infrastructure market to drop 2 percent year over year to $35.8 billion in the first quarter of 2020, according to IT market research firm Synergy Research Group.


Dell was the leader in data center revenue in both server and storage revenue, while Cisco Systems was the dominant player in networking. Microsoft was featured heavily in the quarter, specifically in the enterprise, thanks to its position in server OS and virtualization applications. The coronavirus pandemic did not have an impact on the big public cloud infrastructure spenders, such as Amazon Web Services and Google, which are spending billions each year on building, expanding and equipping hyperscale data centers to meet growing cloud services demand.



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However, the COVID-19 pandemic halted the steady growth trend over the past several quarters in hardware and software revenue, which caused the global data center infrastructure market .

~ Dell Technologies


Worldwide data center hardware and software revenue for public cloud infrastructure increased 3 percent year over year to approximately $13 billion, accounting for 37 percent of the total market. The top four winners in public cloud infrastructure revenue were Dell, Microsoft, Inspur and Cisco. Original design manufacturers (ODMs), which design and manufacture hardware that is later rebranded by other companies for sale, captured a large portion of data center public cloud revenue as well.


John Dinsdale, a chief analyst at Synergy Research Group, said public cloud data center infrastructure revenue is being fueled by annual growth in various market segments. For example, he said cloud services revenue continues to annually grow by almost 40 percent, while enterprise Software-as-a-Service (SaaS) revenue is growing by 25 percent. Search and social networking revenue is increasing by over 15 percent annually, and e-commerce revenue is growing by around 20 percent. All of [this is[ helping to drive growth and increased spending on public cloud infrastructure. .


Worldwide data center sales to enterprises and traditional service providers declined 4 percent year over year to approximately $22.5 billion in the first quarter of 2020.


Notably, most of these services are either little impacted by COVID-19 or may be stimulated by changed enterprise and consumer behavior.” On the other hand, he said, many enterprises have been “negatively impacted by the pandemic, resulting in increased pressure on capital budgets and more impetus on shifting workloads to public cloud providers.” Worldwide data center sales to enterprises and traditional service providers declined 4 percent year over year to approximately $22.5 billion in the first quarter of 2020. The market leader in the enterprise space was Microsoft, followed by Dell, Hewlett Packard Enterprise, Cisco and VMware.


The main hardware segments of servers, storage and networking, in aggregate, accounted for 73 percent of the total $35.8 billion data center infrastructure market. Operating systems, virtualization software, cloud management and network security account for the balance, according to Synergy. The research firm said Inspur had the highest growth rate of any vendor in the market during the first quarter. While the need for more public cloud infrastructure grows, worldwide revenue in the data center hardware and software market declined to $35.8 billion in the first quarter of 2020 as COVID-19 impacted enterprises' data center spend.


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Enterprises are entering a new era of scale, in which the amount of data processed and stored is breaking down every architectural construct in the storage industry. NetApp delivers solutions that address the challenges of big data scale through the “big data ABCs”analytics, bandwidth, and content enabling customers to gain insight into massive datasets,move data quickly, and store important content for long periods of time without increasing operational complexity.

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Enterprises are entering a new era of scale, in which the amount of data processed and stored is breaking down every architectural construct in the storage industry. NetApp delivers solutions that address the challenges of big data scale through the “big data ABCs”analytics, bandwidth, and content enabling customers to gain insight into massive datasets,move data quickly, and store important content for long periods of time without increasing operational complexity.

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Dell Technologies Transforms the Edge with Project Frontier Software Platform

Dell Technologies | October 13, 2022

Dell Technologies introduces Project Frontier, which will deliver an edge operations software platform, integrated with Dell's edge portfolio, for customers to more securely manage and orchestrate edge applications and infrastructure for deployments at global scale. The complexities of edge operations—in locations from manufacturing floors and retail stores to remote wind turbines—are growing as more organizations want to manage and secure data at the source but have limited IT support to do it. According to a 2022 IDC survey, 42% of businesses say the most challenging aspect of edge deployments is putting together an entire edge solution1. With the amount of data generated growing nine times annually and expected to reach 221 exabytes by 20262, organizations need a simple and effective way to manage and secure the diverse ecosystem of edge technologies. "We're seeing exponential growth in applications running at the edge, making edge the next frontier of business transformation—where devices, infrastructure and data come together to deliver real-time insights at scale. "With this growth, comes complexity. It's not feasible to have IT staff deployed at every edge location. Our decades of edge experience combined with our new solutions help customers simplify their edge and streamline their data to gain insights ranging from factory safety and the speed and precision of patient care in hospitals, while providing more choice in how they realize their edge and multicloud technologies." Gil Shneorson, senior vice president of edge solutions, Dell Technologies Dell's Project Frontier to more securely scale edge operations for any enterprise use case With the Project Frontier edge operations software platform, customers can expect: Their choice of software applications, IoT frameworks, operational technologies (OT), multicloud environments and future technologies supported by an open design that will consolidate existing and new enterprise edge use cases. Zero Trust-enabled security protection across edge applications, data and infrastructure, from design to deployment, backed by end-to-end supply chain security measures. Greater efficiency and reliability of end-to-end edge operations with centralized management, zero-touch deployment and secure device onboarding. Minimal need for IT expertise in the field with automation to streamline edge deployments and operations across potentially thousands of edge locations. Integration of edge compute and storage hardware with workloads for ease of serviceability and increased security. Global planning and support services across 170 countries to help design edge deployments and create a roadmap for scaling customers' edge infrastructure to meet new demand. As an example, Dell Technologies is one of the world's leading technology manufacturers and manages one of the largest global supply chains. Dell plans to deploy the edge platform to deliver increased production line efficiencies by simplifying operations, securely connecting critical data from the production floor to IT infrastructure and enabling real-time reporting of automation data. Additionally, with the Dell Edge Design Program, Dell is collaborating with customers to help design and shape the development of Project Frontier to meet their specific needs. "IDC sees a wide range of locations where modern edge workloads will be deployed, and it is critical that these environments are highly resilient and can operate with limited human intervention," said Jennifer Cooke, IDC Research Director for Edge Strategies. "Dell's efforts with its Project Frontier look to be a strong step forward in realizing an architecture to address these needs and help customers streamline their edge operations." "Dell Technologies and Atos have long worked together to deliver more value to businesses by helping them realize the full potential of their data," said Arnaud Langer, Global Edge and IoT senior product director, Atos. "We look forward to collaborating on new edge innovations that can help organizations significantly simplify and secure their edge while improving business outcomes." Innovations across Dell infrastructure and end user portfolio simplify edge deployments As Project Frontier comes to life, Dell is expanding its current edge portfolio to help businesses scale and manage their edge deployments. Edge analytics and operations: Manufacturers can remove complexities and streamline how they deploy edge applications with an enhanced Dell Validated Design for Manufacturing Edge. The solution now includes new Dell-validated partner applications to support advanced edge use cases and improve factory processes and efficiencies, while reducing waste and raw materials usage for more sustainable operations. For example, Claroty provides asset discovery, network protection, threat detection and vulnerability and risk management for cyber-physical systems. Cognex machine vision helps improve manufacturing quality and performance by eliminating defects, verifying assembly and tracking information during the production process. Telit automates data collection and management from sensors, devices, machines and factories with its IoT platform. XMPro creates composable digital twins of factory operations to help manufacturers save time and materials during the factory operating process. Manufacturers can respond quickly to changes in demand and enable reconfigurable production lines with Dell's private 5G capability. Edge compute and analytics: The Dell PowerEdge XR4000 is the shortest depth server in the Dell PowerEdge family at about the size of a shoebox. The XR4000 is 60% shorter than traditional data center servers, and its multiple mounting options allow it to be installed in a rack, on walls or ceilings, saving valuable floor space. The multi-node, 2U chassis server can survive unpredictable conditions like heat waves or falls. While small, the XR4000 is a high-performance server capable of supporting a wide range of edge workloads and is designed with Intel® Xeon® D processors with multi-operating system as well as optional GPU support. The XR4000 is available with the Dell Validated Design for Manufacturing Edge and powers new Dell VxRail rugged modular nodes, delivering high performance and scalability in high latency, low bandwidth locations. Edge data collection: Built to withstand the most demanding edge locations, the Dell Latitude 7230 Rugged Extreme Tablet is the industry's lightest3, most powerful4, 12" fully-rugged tablet. Designed to operate in extreme cold and hot environments, this tablet is rated for maximum protection against dust, dirt and water—ideal for first responders and outdoor environments. New Wi-Fi 6E5 capability with dual-band support provides more reliable connectivity, 12th Gen Intel® Core™ processors deliver powerful performance, and optional integrated features, such as a barcode scanner, GPS module and smartcard reader, increase productivity in the field. The tablet is made to be viewed in the brightest, harshest lighting with the largest screen-area for a 12" fully-rugged, military-grade tablet6. About Dell Technologies Dell Technologies helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and services portfolio for the data era. Copyright © 2022 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies and Dell are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners.

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Introducing MoEngage Inform, A Unified Messaging Infrastructure for Multichannel Transactional Notifications Through One API

MoEngage | November 17, 2022

MoEngage, the insights-led customer engagement platform, today announced its new product, MoEngage Inform, a unified messaging infrastructure that enables brands to build and manage multichannel transactional alerts through one API. Consumers expect immediate updates on critical transactional notifications at their fingertips. Using MoEngage Inform, brands can provide real-time transactional alerts to improve the customer experience, such as an order or booking confirmation after a product is purchased, a delivery notification when a package arrives, one-time passwords (OTPs) for approving transactions or logging in securely, or notifications around password resets, among other time-sensitive alerts. Oftentimes, building, updating, and delivering these critical alerts requires significant engineering bandwidth and resources. There is a heavy reliance on development teams to maintain a transactional messaging infrastructure and add new channels; in some cases, integrating a new vendor or new communication channel provider can take at least eight weeks of engineering efforts. Moreover, brands often encounter a siloed customer experience due to multiple delivery providers and API demands, resulting in limited visibility into customers' actions. There is no unified view of notifications received by customers, meaning product teams cannot easily identify if a customer has already received or has acted on an alert; potentially leading to customers receiving duplicate alerts across channels. Inform makes transactional alert management seamless so brands can focus more on delivering the cohesive, time-sensitive messages that consumers want. Inform's single API requires a one-time setup, freeing up engineering bandwidth and pushing control to the product or marketing teams. MoEngage Inform is a component of the MoEngage Customer Engagement Platform, which together enables brands to have one platform to support all of their customer messaging and notifications needs, both transactional and marketing-related. Product and marketing teams will be able to have a unified view of the customer journey, so they can collectively understand and gather insights to inform future initiatives to deliver a better customer experience. With MoEngage Inform, brands can achieve: Unified Customer Experiences - Get a unified view of how customers engage with the brand, including transactional and promotional messages across channels, and leverage an advanced algorithm that uses AI to determine what channels each customer prefers to receive critical alerts on and set a priority order automatically. Centralized Visibility and Performance - Track and optimize the performance of your multichannel transactional and promotional messages in one central dashboard. Reduced Engineering Resources and Improved Effectiveness - Power all transactional messaging with a single API and integrate with any communication channel with ease, supporting more than 30 providers. More Autonomy, Faster Delivery of Alerts - Get out-of-the-box templates to create new alerts in minutes, with alerts being delivered in under 5 seconds. A built-in fallback mechanism ensures critical alerts are delivered on other channels upon disruptions. Improved Data Security and Reporting - Achieve unified notification logs and delivery reports across channels, making identifying and debugging issues easier. "As organizations grow, their messaging and communication needs become more complex. With MoEngage Inform, engineering teams can focus on delivering core offerings instead of building backend infrastructures, and product and marketing teams can deliver critical transactional alerts without breaking customer experiences," said Raviteja Dodda, CEO and co-founder of MoEngage.

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CoreWeave Among First Cloud Providers to Offer NVIDIA HGX H100 Supercomputers Set to Transform AI Landscape

CoreWeave | November 07, 2022

CoreWeave, a specialized cloud provider built for large-scale GPU-accelerated workloads, today announced it is among the first to offer cloud instances with NVIDIA HGX H100 supercomputing. CoreWeave, Amazon, Google, Microsoft and Oracle are the first cloud providers included in the launch of this groundbreaking AI platform. CoreWeave was the first Elite Cloud Service Provider for Compute in the NVIDIA Partner Network (NPN) and is also among the NPN’s Elite Cloud Service Providers for Visualization. “This validates what we’re building and where we’re heading,” said Michael Intrator, CoreWeave co-founder and CEO. “CoreWeave’s success will continue to be driven by our commitment to making GPU-accelerated compute available to startup and enterprise clients alike. Investing in the NVIDIA HGX H100 platform allows us to expand that commitment, and our pricing model makes us the ideal partner for any companies looking to run large-scale, GPU-accelerated AI workloads.” NVIDIA’s ecosystem and platform are the industry standard for AI. The NVIDIA HGX H100 platform allows a leap forward in the breadth and scope of AI work businesses can now tackle. The NVIDIA HGX H100 enables up to seven times better efficiency in high-performance computing (HPC) applications, up to nine times faster AI training on the largest models and up to 30 times faster AI inference than the NVIDIA HGX A100. That speed, combined with the lowest NVIDIA GPUDirect network latency in the market with the NVIDIA Quantum-2 InfiniBand platform, reduces the training time of AI models to “days or hours instead of months.” Such technology is critical now that AI has permeated every industry. “AI and HPC workloads require a powerful infrastructure that delivers cost-effective performance and scale to meet the needs of today’s most demanding workloads and applications. “CoreWeave’s new offering of instances featuring NVIDIA HGX H100 supercomputers will enable customers the flexibility and performance needed to power large-scale HPC applications.” Dave Salvator, director of product marketing at NVIDIA In the same way that drivers of fuel-efficient cars save money on gas, CoreWeave clients spend between 50% to 80% less on compute resources. The company’s performance-adjusted cost structure is two-fold. First, clients only pay for the HPC resources they use, and CoreWeave cloud instances are highly configurable. Second, CoreWeave’s Kubernetes-native infrastructure and networking architecture produce performance advantages, including industry-leading spin-up times and responsive auto-scaling capabilities that allow clients to use compute more efficiently. CoreWeave competitors charge for idle compute capacity to maintain access to GPUs and use legacy-networking products that degrade performance with scale. “CoreWeave’s infrastructure is purpose-built for large-scale GPU-accelerated workloads — we specialize in serving the most demanding AI and machine learning applications,” said Brian Venturo, CoreWeave co-founder and chief technology officer. “We empower our clients to create world-changing technology by delivering practical access to high-performance compute at scale, on top of the industry’s fastest and most flexible infrastructure.” CoreWeave leverages a range of open-source Kubernetes projects, integrates with best-in-class technologies such as Determined.AI and offers support for open-source AI models including Stable Diffusion, GPT-NeoX-20B and BLOOM as part of its mission to lead the world in AI and machine learning infrastructure. Founded in 2017, CoreWeave provides fast, flexible, and highly available GPU compute resources that are up to 35 times faster and 80% less expensive than large, generalized public clouds. An Elite Cloud Service Provider for Compute and Visualization in the NPN, CoreWeave offers cloud services for compute-intensive projects, including AI, machine learning, visual effects and rendering, batch processing and pixel streaming. CoreWeave’s infrastructure is purpose-built for burstable workloads, with the ability to scale up or down in seconds. About CoreWeave CoreWeave is a specialized cloud provider, delivering a massive scale of GPU compute resources on top of the industry’s fastest and most flexible infrastructure. CoreWeave builds cloud solutions for compute intensive use cases — digital assets, VFX and rendering, machine learning and AI, batch processing and pixel streaming — that are up to 35 times faster and 80% less expensive than the large, generalized public clouds.

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