Jeff Scheaffer

Simplify your workflow with ValueOps ConnectALL! Seamlessly integrate and normalize data from dozens of tools, bringing everything from planning to monitoring into one platform. #DigitalTransformation #ValueStreamManagement #Broadcom Broadcom's ValueOps Value Stream Management

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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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💡 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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Most organizations are using at least three automation technologies to monitor workloads, integrations, changes and tools proliferating across hybrid cloud environments. But this fragmentation compromises efficiency, delays remediation, risks fines for compliance failures and erodes customer satisfaction. @Broadcom VP and GM of Agile Operations Division, @Serge Lucio looks at how unified automation monitoring can provide end-to-end visibility that helps cloud architects, workload and business teams maintain efficiency as they minimize risks to service delivery and customer satisfaction. https://lnkd.in/ghV6e784 #DigitalTransformation #AutomationMonitoring #WorkloadAutomation

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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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"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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New deep-dive analysis demonstrates Broadcom’s VMware portfolio strategy is setting the stage for long-term innovation. SiliconANGLE’s Dave Vellante explores how Broadcom’s focused approach is benefiting customers, partners, and the market, despite some initial friction. Read how Broadcom is shaping the future of private cloud, and how its VMware strategy is driving new opportunities for customers and partners. https://dy.si/KgZxP

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Enterprise infrastructure is not a one-size-fits-all solution. For data center environments, Broadcom's VMware Cloud Foundation (VCF) offers an exceptional fit. However, many of our customers are generating, analyzing and acting upon a dramatically increasing amount of data at the Edge – which has its own unique challenges. They require a solution tailored for running applications effectively and achieving their business outcomes in their edge locations (think factory floors, retail stores, electric substations - just to name a few). For these environments, Broadcom's VMware Edge Compute Stack (ECS) is the ideal solution. It’s Zero-touch pull-based Orchestration, Edge Fleet Management, Automatic updates, and a Decoupled management and control plane, addresses the core problems hindering effective edge operations. Our latest release, ECS 3.5, makes automation and orchestration across hundreds or thousands of sites and edge devices seamless. The edge is fundamentally different from the data center, and with Broadcom, our customers are truly spoiled for choice! VCF and ECS come together to give our customers an unbeatable, end to end, advantage competing in the marketplace. Embrace the edge with VMware Edge Compute Stack (ECS) and discover a new level of performance and efficiency for your applications! https://lnkd.in/g_fjGgwW #edgecomputing #EdgeAI #softwaredefined #ECS #SDE #Broadcom

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NetApp delivered an enviable beat/beat quarter with strong guidance. My comments on the Qtr included in SiliconAngle's coverage, but here's my quick take: ▶︎ Killing it in All-Flash, ARR ↑19% y/y ▶︎ AFA should only grow w/ new A- & C-Series, announced last week ▶︎ Strongest cloud story of any storage company: ↑43% hybrid, ↑9% public ▶︎ Public Cloud Gross Margin grew to 74% from 66% year ago. ▶︎ Very strong Keystone as-a-service ↑55% y/y. ▶︎ Record Operating Margin 29% What we're watching: ▶︎ Enterprise AI tailwinds slow to arrive: will new AI strategy pay off? ▶︎ Public Cloud Gross Margin target 75-80% - on the way, not quite there. Overall revenue growth 6% y/y - solid relative to past quarters industry-wide but need to see competitive earnings over next few weeks to compare relative to industry. Stellar quarter. Congratulations to George Kurian & the team! https://lnkd.in/eHtQ_bC9

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Advanced cloud architectures include redundant paths between your cloud provider's regions. Equinix Fabric can provide this connectivity, and Oracle's Marius Radulescu explains how to configure our Network EDGE Virtual Device to implement it.

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Open is better than closed, yeah? Our newest blog by Cathal Fitzpatrick shows you how vendor-neutral VMware Distributed RIC is breaking barriers in RAN architecture. It's about near-real-time control, AI-driven optimization, and a thriving ecosystem that makes network management look like a breeze. Get ready to rethink what’s possible in RAN. Discover the details here: https://bit.ly/3S59w63

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Is GenAI fatigue setting in? If so, THIS event may revive you and get the blood pumping. Too many are speaking of the promise and front-end bliss of GenAI whereas the "devils in the details"(ed) data. Alan Davidson, CIO of Broadcom has bet his business on a lesser known approach that has allowed his org to divorce itself of the "too many tools" conundrum that so many IT orgs find themselves trying to navigate out of and away from. GenAI is clearly a game-changer and it also comes with sufficient levels of data and back-end challenges that if dealt with in a comprehensive way, can allow your org (like Broadcom's) to effectively "kill two birds with one stone." Separating the data challenge(s) from the front end promise of GenAI may seem like an only option. Come to NoLimits to learn how that may not be true and what options you may legitimately have on the table to crush your first use cases.

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🤓 No time to read the full white paper on NetApp's innovative RAG solution on docs.netapp.com, "Doc"? I've got you covered! This blog post breaks down the key insights so you can grasp how NetApp is revolutionizing AI and enhancing user experiences with technical content. Get a quick and informative overview without diving into the entire paper. Check out the blog post here: Read here: https://lnkd.in/epQBknnz #NetApp #ArtificialIntelligence #AIInnovation #RAGSystems #MachineLearning #UserExperience #TechnicalDocumentation #ContentExperience #Innovation

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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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Here at Pure Storage we believe that there is no such thing as cold data anymore. There is more value in #data than ever and even #backupdata and #dataarchives are being used to train AI models or and are being analysed to gain useful business insights. Here is another blog from Fred Lherault that talks to some of these themes.

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Strong hire by storage startup Qumulo. Storage integrated with networking is a hot new sector. Qumulo just hired Douglas Gourlay from Arista who was key in their growth with Jayshree Ullal I remember talking to Arista 8 years ago and Jayshree and Doug saw the cloud growth and how networking scale would evolve. They nailed it. Can Doug bring that product mindset to turn a storage company into a GenAI systems play? We will be watching. Analysts Angle: According to theCUBE Research analyst Rob Strechay, rethinking storage and networking in supporting AI and machine learning workloads will play a pivotal role of generative AI in transforming data centers. All enterprises are emphasizing the need for high-capacity, cost-effective storage that can handle diverse I/O patterns across different stages of data processing.   “The addition of a product-led CEO like Doug to lead Qumulo into the next act, where unstructured data is the lifeblood of AI, makes a ton of sense,” said Strechay. “His focus and attention to detail on the product and execution sides will be key to Qumulo bringing software-defined storage services to the AI.” TheCUBE Research networking industry analyst Bob Laliberte thinks that data centers will undergo a quick modernization and networking and storage to evolve fast to meet the generative AI needs of new enterprise apps. “Modern IT environments and workflows are highly distributed and complex, so the ability to unify and connect to a single data platform across clouds, data centers and edge locations can drive significant operational efficiencies and accelerate AI initiatives,” he said.

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Navigating a Shift in Partnerships and Competitive Pressures at VMware Broadcom's decision to let its agreement with AWS for reselling VMware Cloud on AWS expire marks a strategic shift, aiming to strengthen direct relationships with customers through Broadcom and its resellers. This move comes amid increasing competition from companies like Nutanix and Red Hat, pushing Broadcom to adapt its go-to-market strategy. Broadcom is focusing on VMware Cloud Foundation, halving its cost and integrating VMware partners into the Broadcom Advantage Partner Program to enhance transparency, profitability, and ease of operations. Read my full take here 👇 https://lnkd.in/ePPbb8AN

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I just posted a blog on how Broadcom is continuing to simplify and optimize the Broadcom Advantage Partner Program for VMware Cloud Service Providers, to provide customers with greater choices as they consider options for private, public, and sovereign clouds.   In this post, you can learn more about how our Cloud Service Partner program operates like a three-lane highway, with each lane a path to a managed cloud solution for our customers: https://lnkd.in/g-na6C6J

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