George Kurian

How about that quarter from Pure Storage? 🟠 Beat/Beat 🟠 Strong y/y growth 🟠 Good guide 🟠 Secured top four hyperscaler 🟠 Strategic partnership with CoreWeave 🟠 Expansion into the midmarket with the FlashArray//C20 It's easy to AI-wash messaging and offerings. It's another to deliver strong results to the markets that are buying today while preparing for the enterprise AI rush. This is what makes Pure's quarter (and approach to the market) so impressive.

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Charlie Kawwas, President of Broadcom is sharing his insights with over 600 business executives and technologists at CASPA annual dinner banquet tonight: 1. The number one challenge for deployong AI is energy 2. The number one Investment for broadcom is engineers 3. Sustainable business got to have 10 years market vsison, the best talents And predictable execution. 4. Virtualization will happen in both Hardware and Software. 5. The long term impact of AI is changing the entire use models from Apps centric to task centric. 6. AI can be smarter than human being...some day Charlie surprised the audience by speaking in Chinese on three critical factor of success for AI: Open, scalable and power efficient. 開放，擴展，節能！ At the end, Charlie shared his career advice - find a mentor, and learn to adapt! #AI #ComputerChips #CASPA #PervasiveIntelligence

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VMware Edge Compute Stack brings you: -VMware Edge Cloud Orchestrator (VECO) for simplified orchestration of large-scale edge infrastructure -Pull-based architecture for ECS hosts to ease scaling -Single-node deployments for resource constrained environments -De-coupled management and control plane and automated updates

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This article brings back a lot of memories from my Wall Street days when Spencer Mitchell and I used to cover the semiconductor space. In 2015, Avago Technologies acquired a much bigger Broadcom but retained the AVGO stock ticker. Avago’s FBAR filters that are used in cellular and wireless communications systems were a huge growth driver. Avago’s main competitor in the advanced filters space was TriQuint Semiconductor’s BAW (bulk acoustic wave) filters. Triquint merged with RFMD to form what is now called Qorvo, Inc. However, Qorvo hasn’t made the kind of acquisitions that Avago did and this is reflected in their market caps: Avago/Broadcom at $637 B and Qorvo at $10 B. #semiconductors #wireless #bawfilters

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"It used to take 8 to 12 weeks to get a report from request to production. With Incorta, business users can do that on their own, instantaneously” (Ajit Oak, Head of Business Intelligence at Broadcom). Here was Broadcom's challenge: data stored across multiple complex business systems made it difficult to analyze fast enough. The team relied on disparate software solutions, including Workday, Oracle ERP, Model N, Oracle Demantra, and Microsoft Excel. Despite investments in a traditional data warehouse and multiple data marts, generating a new analytical dashboard or report took 6-12 weeks. The delay between business requests and production was a critical pain point. Alan Davidson, Chief Information Officer at Broadcom, explained, “Our employees can’t wait weeks for the information they need to do their jobs. But at the same time, we have billions of rows of data in our database. It’s no small challenge to quickly slice and dice that amount of information.” ➡ Broadcom needed a solution that could: Reduce the time to deliver information to employees. AND Increase department productivity without draining internal resources. Other selection criteria included cost-effectiveness, self-service capability, ease of maintenance, minimal support from other technologies, and easy integration with external applications like Microsoft Excel. Here’s how Incorta solved Broadcom’s challenges: ➡ Instant Workflow With Incorta, IT no longer had to predict requests. We created flexible frameworks allowing business users to slice and dice data themselves. Request-to-production cycles that previously took 12 weeks were now achieved instantly. ➡ Increased Agility and Reduced TCO Incorta’s lightweight technology stack required less time and fewer people for maintenance and management, significantly reducing the total cost of ownership. ➡ Scalable for Growth Following several acquisitions, Broadcom needed to combine and analyze vast amounts of data from acquired organizations. Incorta enabled Broadcom to quickly create analytical applications with this new data, allowing employees to make faster, better-informed decisions during times of rapid change. ➡ Broadcom's Complete Migration to Incorta Cloud Broadcom migrated 100% of its data and infrastructure to the Incorta Cloud, adding more data, gaining faster loading times, and efficiently handling vast amounts of data. This move has significantly enhanced their data processing capabilities, ensuring quicker access to insights and better performance overall. Broadcom (AVGO) shares surged on Thursday as the semiconductor giant announced a 10-for-1 stock split. This strategic decision comes on the heels of a strong second-quarter earnings report, driven by high demand for the company's artificial intelligence products. Want the same data capabilities as Broadcom? You can. Book a 1:1 live demo of our open data delivery platform: https://lnkd.in/gK9hsKkm.

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The partnership of sales, marketing, product management, and business development is critical to a high tech company's success. Join Bold Talks CEO - Epi Ludvik - and enterprise cyber storage leader Infinidat CMO - Eric Herzog - as they discuss what it takes for these teams to work together like a well oiled machine to deliver powerful business and corporate results - https://bit.ly/4f4rD5T #sales #marketing #channelmarketing #marketingleadership #salesmanagement #salesleadership #productmanagement #productmanagementleadership #businessdevelopment #bizdev #CMO #CRO #VPMarketing #VPSales #VPbusinessdevelopment #executives #clevel #ChiefMarketingOfficer #ChiefRevenueOfficer #CEO #COO #executives #executiveleadership

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Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview Summary: Broadcom’s Q3 2024 results highlight its expanding AI revenue, which accounts for 9% of total revenues. Significant contributions from the VMware acquisition boosted profitability. The Mainframe Software Division continues to offer steady support, ensuring a balanced approach to growth and stability across Broadcom’s business sectors. What is covered in this earnings report: *AI’s Role in Contributing 9% of Broadcom’s Overall Revenue * VMware’s Impact on Profitability and Operational Synergies * Contributions of the Mainframe Software Division to Stable Revenue Streams * Strategic Outlook for AI, Cloud, and Mainframe Technologies * Broadcom’s Future Growth Potential Through AI and Cloud Expansion Link to full article in the comments 👇

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💡 The Broadcom-VMware Acquisition: What It Means for MSPs Broadcom’s $61 billion acquisition of VMware has sparked significant changes in the channel ecosystem. With pricing shifts and the elimination of VMware’s partner program, MSPs are facing tough decisions. Some are distancing themselves from VMware’s solutions, while others are holding steady, adapting to customer demand. 🔍 What are your thoughts on this monumental deal and its impact on the industry? Let’s discuss how #MSPs can navigate these challenges. For more insights, visit StratApps. #MSP #ChannelPartners #TechAcquisition #migrationservices #openstack

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Data Canopy offers opportunities for growth for MSPs, Podcast “Private cloud space over the last few months has become very interesting as VMware has kind of shifted hard with the Broadcom acquisition, and they have very much limited the number of suppliers that they have with their portfolio,” says Charinna Kushnir, Vice President Of Business Development and Strategic Alliances Data Canopy. “Also, many VMware users have experienced at minimum a 20% increase in the price, which has a lot of customers going back and examining other options again. So, Data Canopy was a VMware shop for many, many years. Now we have switched, and we have become a Nutanix shop because it offers many features and a ton of functionality to our end users at a much more effective price point. So that’s sort of where we live on the cloud instance side.” In this podcast, recorded at last week’s MSP Summit, Charinna discusses the data center market, the huge challenges and opportunities #AI is creating, and how #MSPs can get on board. First and foremost, the data center space is one that they can easily leverage. You still have clients that have hardware that are looking for space and power. I have 18 different data centers nationwide and internationally. I do have space and power available for a rack, two racks, or ten racks if that’s what your customer still requires because they still have on-prem hardware, and they’re looking to move it to a data center. So, that is one product that many of our MSP partners are leveraging. The other product that our MSP partners are leveraging very regularly is our private cloud and the ability to take a multi-point private cloud and resell that to their actual end users and provide a much higher margin than they can make selling public cloud. Our program at Data Canopy is focused on the channel and MSPs.” Donna Renee Stephanie Benzik Charlene Ignacio David Jooste

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Learn how to use several filters in the Cadence Learning and Support Portal to narrow down your search and find what you are looking for quickly and easily. https://ow.ly/q5Bh50SbW1G

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Greg Lotko, SVP and General Manager for Broadcom’s Mainframe business unit was my most recent guest on the Numentum Speaker Series. Greg is a car enthusiast and compares car racing to IT. Taking advantage of the available power with discipline and control is crucial. This is how you drive with both speed and resource efficiency to sustain top performance and strategically outmaneuver the competition. Couldn't agree more with "the journey creates the person". Thanks for sharing your journey Greg. Full interview in the comments 👇 #numentum #broadcom #mainframe #businessforward

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Cloudian recently announced our integration with #AWSMountpoint which allows data stored on Cloudian #datalakes to be mounted as local file systems with seamless, high-throughput access, enabling Cloudian users to leverage the limitless capacity and scalable performance of Cloudian HyperStore through a familiar file interface. Now see how easy it is to connect #AWS Mountpoint to a Cloudian HyperStore bucket in this technical demo with Henry Golas, Director of Technology at Cloudian. Common use cases for AWS Mountpoint include large-scale #machinelearning, #ai, #autonomous vehicle simulation, #genomic analysis, data ingest (ETL), and image rendering. Learn more about the integration: https://bit.ly/3PzUS5h

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😓 “IT leaders chafe as VMware costs skyrocket under Broadcom” 😓 Feeling the #Broadcom blues? Tracy Woo, principal analyst at Forrester, recently described the budget-busting price hikes to CIO Dive as an “effort to divorce the customer” with Broadcom’s extreme price increases and unwillingness to negotiate.🛑 (Article: https://hubs.li/Q02B27G-0) #VMwareNSX users: We understand your frustration and want to help. Zero Networks is the number one alternative to NSX for #CISOs and #CIOs. Here’s why: • Significant Cost Savings: We offer a more budget-friendly solution without compromising on quality. • Rapid Implementation: Get up and running in just 30 days, ensuring minimal disruption to your operations. • Dedicated Customer Support: Our team genuinely cares and is committed to helping you succeed. 👀 Read the NSX vs. Zero Networks Q&A → https://hubs.li/Q02B282n0 🏆 Ready to talk? Let’s get you implemented → https://hubs.li/Q02B27190 Join the many satisfied customers who have made the switch to Zero Networks and experience the difference. We are here to provide a seamless, efficient, and cost-effective solution to your network security needs. #NetworkSecurity #Microsegmentation #NetworkSegmentation #VMware #Virtualization #CloudComputing #NSXAlternative #BroadcomAlternative #ByeBroadcom

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As part of #CRN’s 2024 Storage 100, VirtualZ Computing is featured as a top 50 vendor bringing software capabilities, services and cloud connectivity to storage technology. Joseph Kovar writes, “VirtualZ develops technology that moves data between IBM Z mainframe servers and cloud or on-premises applications and vice versa. The company, which late 2023 exited stealth with $2.2 million in seed funding, is tackling the need for mainframes to run data on the cloud or for cloud applications to run mainframe data without needing custom coding for each instance.” Click here to learn more about Zaac for mainframe to cloud storage: https://lnkd.in/gu78c8EB https://lnkd.in/gaRi-fic #cloudstorage #ibmz #mainframestorage

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Technology suppliers, like all companies, are on a never-ending quest to drive top-line growth. Since "growth at all costs" is no longer rewarded by the market, suppliers are altering pricing and packaging bundles to support growth. Cloud licensing model changes are coming, and that means complexity will increase, too. Broadcom is a prime example of cloud licensing model changes (see article) that are causing confusion and concern. Having done this for well over two decades, I can assure you that this is only the tip of the spear. Every technology supplier with both on-premise and cloud offerings will change cloud license models and prices since lifting and shifting licenses doesn't always work—for either party.  Traditional approaches and technologies don't typically provide true HYBRID capabilities. To be clear, FinOps as we know it is not hybrid capable, nor is ITAM. A new approach is required and, as always, it involves technology, people and processes. It’s important that you prepare for these changes one way or another. Regardless of your organizational structure, we strongly encourage FinOps, ITAM, Procurement, and Finance teams to collaborate on who is responsible for optimizing, not just counting, software licenses in the cloud. The FinOps Foundation has a great write-up on this topic, which can be found here - https://lnkd.in/gVkVUwF6. #licensing #cloud #itam #finops

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