Hewlett Packard Enterprise CEO Antonio Neri explains Cray acquisition

Hewlett Packard Enterprise CEO Antonio Neri told Business Insider that the $1.3 billion deal to buy legendary supercomputer manufacturer Cray will boost HPE's strategy in the corporate tech market.He said the acquisition would also enhance HPE's position in the government market, where it has often lost to Cray.Analysts say Cray would give HPE access to more intellectual property that could lead to a stronger market position.Visit Business Insider's homepage for more storiesHewlett-Packard Enterprise CEO Antonio Neri says buying Cray will provide the tech giant's cloud strategy more supercomputing muscle. It would also give it an edge in an arena where Cray had been HPE's stiff rival: government contracts.The $1.3 billion deal, which was unveiled Friday, highlights the Silicon Valley company's bid for a stronger position in the corporate tech market where competition is increasingly focused on offering more robust, but cost-efficient, computing power to process enormous amounts of data. This trend is underscored by the battle for dominance in cloud computing, high-performance computing and AI.“Data is exploding all around us and that data has value,” Neri told Business Insider. “This was the right time to make this acquisition.”Founded in 1972, Cray is a supercomputing pioneer, and was once one of the preeminent names in the mainframe industry. The Seattle-based company is known for selling sophisticated machines that do high-speed data-crunching and analysis to federal agencies, including national labs, universities and big corporations, including in the oil and gas and manufacturing industries.Just recently, it announced that it's working with chip maker AMD to build a new supercomputer for the Department of Energy that's capable of making a quintillion calculations a second for computational work in various fields, such as weather, genomics, and physics.In fact, Cray is a heavy-hitter when it comes to government and publicly-funded supercomputing projects where it has routinely outbid HPE. A big chunk of Cray's revenue, roughly 80%, comes from government contracts, and only one-fifth is from commercial deals, according to HPE.It's the opposite for Hewlett Packard Enterprises, which only gets one-third of its business from government contracts, Neri said. “We're still competing until the transaction closes,” he added.But this merger would change that.“We win and they win,” he said. “The good news is we can both win.”Changing timesWhether buying Cray will help HPE win in a changing market is less clear. The company, the product of a 2014 split of Hewlett-Packard, has struggled in key areas of cloud computing, which allows customers to rent functionally unlimited supercomputing power over the internet, drastically reducing IT costs since they don't have to build their down data centers.HPE withdrew from the public cloud market now dominated by Amazon Web Services and Microsoft Azure. Instead HPE has embraced a hybrid cloud strategy — essentially, offering products and services that integrate its own servers and data center hardware with the major cloud computing platforms. Under Neri, HPE is also focused on edge computing, which makes fast, intensive data processing possible within a device itself, while relying on the cloud only for the most intensive calculations. In both strategies, AI is also a key component. Read more: The CEO of Hewlett Packard Enterprise tells us why the company is 'under-appreciated' and how it can beat Amazon in a market that's bigger than cloud computingBuying Cray could give HPE access to more technological firepower to pursue a hybrid cloud and edge computing strategy, which would require access to a formidable intellectual property arsenal.Cray is a “legendary company” in the supercomputing arena, Constellation Research analyst Ray Wong said.The acquisition “puts HPE at the top of the supercomputing food chain,” Constellation Research analyst Ray Wang told Business Insider. “There aren't many players left and this is the last crown jewel in consolidation.”He said the merger could also give HPE a lift in quantum computing, the emerging trend in technology that would give systems exponentially more computing power, allowing for even faster computations and analyses.“With quantum computing on the horizon, the investment in quantum will also require a big investment,” Wang said. “The good news is Cray has an extensive set of IP and patents to add to HPE's tool box.”IDC President Crawford Del Prete offered a similar view.“This is about HPE identifying an area of the enterprise where they can gain access to high value IP and customers,” he told Business Insider. “While Cray has not been profitable, it gives HPE the opportunity in increase its set of assets in the supercomputing space.”An edge in edgeHPE's push for a stronger position in edge computing could also get a lift from the merger, he added.“As the edge grows it will create massive amounts of data,”he said. “That data will need to be ingested and processed, in some instances, with supercomputers or systems with those kinds of capabilities. This is where Cray could help.”Analyst Roger Kay of Endpoint Technologies Associates was less upbeat about the deal, as he downplayed the benefits of hardware acquisitions. He also didn't see Cray boosting HPE's chances in hybrid cloud and edge computing.“I'm not too keen on proprietary hardware at this point,” he told Business Insider. “It's difficult and expensive to keep up to date. ...HPE is down the ranks in hybrid cloud. Cray won't help with edge, at least not as I understand it. Given HPE's existing technology portfolio, I'm not seeing why they need this acquisition to move forward in that market.”Got a tip about Hewlett Packard Enterprise or another tech company？

Hewlett Packard Enterprise首席执行官Antonio Neri告诉Business Insider，以13亿美元收购传奇超级计算机制造商Cray的交易将提升HPE在企业科技市场的战略。他表示此次收购还将提升HPE在政府市场的地位，分析人员说Cray会让HPE获得更多可以带来更强市场地位的知识产权。访问Business Insider的主页了解更多故事Hewlett-Packard Enterprise首席执行官Antonio Neri表示，购买Cray将提供科技巨头的云策略更多超级计算肌肉。它还将在Cray成为HPE竞争对手的竞技场上占据优势：政府合同。周五公布的价值13亿美元的交易凸显了硅谷公司在竞争越来越激烈的企业技术市场中的地位。专注于提供更强大，更具成本效益的计算能力，以处理大量数据。 Neri告诉Business Insider，这一趋势在云计算，高性能计算和人工智能的争夺战中得到了强调。“数据在我们周围爆炸，数据具有价值。” “这是进行此次收购的最佳时机。”Cray成立于1972年，是一位超级计算先驱，曾经是大型机行业的杰出人物之一。这家位于西雅图的公司以销售先进的机器而闻名，这些机器可以向联邦机构（包括国家实验室，大学和大公司，包括石油天然气和制造业）进行高速数据处理和分析。最近，它宣布它与芯片制造商AMD公司合作，为能源部建造了一台新的超级计算机，能够在各种领域（例如天气，基因组学和物理学）进行计算工作的第二次计算。实际上，Cray是一个重型打击者。当谈到政府和公共资助的超级计算项目时，它经常出价高于HPE。很大一部分根据惠普的说法，Cray的收入大约为80％，来自政府合同，只有五分之一来自商业交易。据惠利称，这与惠普企业相反，后者只有三分之一的业务来自政府合同。 “我们仍在竞争，直到交易结束，”他补充说。但这次合并会改变这种情况。“我们赢了，他们赢了，”他说。 “好消息是我们都可以获胜。”时代变迁是否购买Cray将有助于HPE在不断变化的市场中取胜，这一点不太明显。该公司是惠普2014年分拆的产品，在云计算的关键领域挣扎，它允许客户通过互联网租用功能无限的超级计算能力，大大降低了IT成本，因为他们不必建立他们的数据中心.HPE退出了现在由亚马逊网络服务和微软Azure主导的公共云市场。相反，HPE采用了混合云战略 - 实质上是提供将自己的服务器和数据中心硬件与主要云计算平台集成的产品和服务。在Neri下，HPE还专注于边缘计算，它可以在设备本身内实现快速，密集的数据处理，同时仅依靠云进行最密集的计算。在这两种策略中，AI也是一个关键组成部分。阅读更多：Hewlett Packard Enterprise首席执行官告诉我们为什么该公司“不被重视”以及如何在比云计算更大的市场中击败亚马逊购买Cray可以让HPE获得更多的技术火力来追求混合云和优势Constellation Research分析师Ray Wong表示，Cray是超级计算领域的“传奇公司”。收购“使HPE成为超级计算食物链的顶端”，星座研究计算战略需要获得强大的知识产权库.Cray是超级计算领域的“传奇公司”。分析师Ray Wang告诉Business Insider。 “没有多少球员离开，这是整合中最后一颗皇冠上的明星。”他说合并也可能ive HPE是量子计算领域的一次提升，是技术的新兴趋势，它将为系统提供更高的计算能力，从而实现更快的计算和分析。“随着量子计算的出现，对量子的投资也将需要大量投资，”王说。 “好消息是Cray拥有广泛的知识产权和专利，可以添加到HPE的工具箱中。”IDC总裁Crawford Del Prete提出了类似的观点。“这是关于HPE确定企业可以获得高访问权的区域重视知识产权和客户，”他告诉Business Insider。 “虽然Cray没有盈利，但它为HPE提供了增加其在超级计算领域的资产组合的机会。”他补充道，边缘计划中的优势也可以从合并中获得更大的优势。随着边缘的增长，它将产生大量数据，“他说。 ”在某些情况下，需要使用超级计算机或具有这些功能的系统来提取和处理这些数据。这是Cray可以提供帮助的地方。“Endpoint Technologies Associates的分析师罗杰凯对这笔交易不太满意，因为他对此不屑一顾硬件收购的好处。他还没有看到Cray提升HPE在混合云和边缘计算方面的机会。”我现在不太热衷于专有硬件，“他告诉Business Insider。 ”保持最新状态是困难和昂贵的。... HPE在混合云领域的排名下降.Cray无助于优势，至少不是我所理解的。鉴于HPE现有的技术组合，我没有看到为什么他们需要这次收购才能在这个市场取得进展。有关Hewlett Packard Enterprise或其他科技公司的提示？