Is the Tech Industry Restructuring for the Next Wave of Success? - Infrastructure Matters, Episode 14

In this episode of Infrastructure Matters, hosts Steven Dickens, Krista Macomber and Camberley Bates discuss HPE’s recently announced restructuring plan, involving the creation of a hybrid cloud segment led by Fidelma Russo. This move is aimed at simplifying the company's organizational structure and focusing on GreenLake and services in the hybrid cloud space. Storage is also being integrated into this group, and the goal is to offer more services as part of the GreenLake portfolio. Another topic of discussion is the acquisition of Splunk by Cisco. The hosts ponder how Cisco would restructure its software portfolio and whether they would create a dedicated software business. They raise questions about how the engineering resources and investments would be allocated, as well as how the sales go-to-market model would evolve. The hosts also touch on other industry trends, such as the growing importance of custom silicon in AI, with AWS and other cloud providers making significant investments in this area. Additionally, they discuss the evolving relationship between security and data protection teams, emphasizing the need for collaboration in today's IT landscape. Topics include: HPE restructuring to create a hybrid cloud segment, simplifying its organizational structure and focusing on services like GreenLake. Cisco's acquisition of Splunk, raising questions about the restructuring of its software portfolio, including engineering investments and sales strategies. The increasing importance of custom silicon in AI, with cloud providers like AWS making significant investments in this area. Collaboration between security and data protection teams is becoming crucial in the evolving IT landscape, with an emphasis on common goals and shared visions.