VC landscape changing: Intel Capital on the market

Saw this in a post on VentureBeat. Intel Capital has been an important player in the space for a while. What happens next to them is worth paying attention to. They’ve been in the thick of many interesting companies, though usually outside of Intel’s core foci. Somewhat beyond the normal corporate strategic VC roles. This […]

Nutanix files for IPO

Short story here. I am not going to pour over their S-1 form to find interesting tidbits, others will do that, and are paid to do so. They are the first of several, though I had thought that Dell would acquire them before they hit IPO. I am guessing that the combination of the price […]

M&A: NetApp grabs SolidFire

This one has been in the rumor mill for a while. NetApp has been needing something to play well in the all flash array space, and it now has something. This said, the array space is very much on the decline certainly with respect to dumb JBODs and smart “filer heads”. That design is being […]

There are no silver bullets, 2015 edition

In Feb 2013, I opined (with some measure of disgust) that people were looking at various software packages as silver bullets, these magical bits of a stack which could suddenly transform massive steaming piles of bits (big … uh … “data” ?) into golden nuggets of actionable data. Many of the “solutions” marketed these days […]

Shiny #HPC #storage things at #SC15

Assuming everything goes as planned (HA!) we should have a number of very cool things at SC15. 100Gb Unison storage system with BeeGFS 100Gb Unison Ceph system 100Gb connection to a partner/customer booth Forte 100Gb is awesome. The first time I ran an iperf bidirectional test, saw 20GB/s … it blew me away. 40/56GbE is […]

Are the wheels coming off?

From Term Sheet (required reading BTW) Since landing in San Francisco on Wednesday afternoon, I’ve met with an assortment of senior venture capitalists, bankers, entrepreneurs and crossover investors. All of them have, in one way or another, been involved with so-called ‘unicorn’ companies. As in the past, they are nearly unanimous in sentiment. The difference […]

M&A: Seagate snarfs up DotHill

The Register reports this morning, that Seagate has acquired DotHill. DotHill makes arrays and their kit is resold and rebadged by many. In general the array market (high end) is in a decline, and doesn’t show signs of turning around (ever). The low and mid market, including some of the cloud bits is growing. I […]