What will define the next generation of enterprise compute?
Explore the answers with industry analysts Daniel Newman and Patrick Moorhead at HPE Discover Las Vegas 2025! They host a key conversation with Krista Satterthwaite, Senior Vice President and General Manager, Mainstream Compute at Hewlett Packard Enterprise. From silicon to software, they dive into the latest advancements in the HPE ProLiant Gen12 server portfolio, offering essential insights for IT leaders on everything from heightened security to optimized workloads and their impact on rapidly expanding domains like AI, edge, and VDI.
Key takeaways include:
🔹Gen12 Platform Evolution: Discover the key advancements of the HPE ProLiant Gen12 platform, including expanded processor options with AMD EPYC, optimized virtualization capabilities, and new automation features within Compute Ops Management for superior visibility and control.
🔹Strategic Migration to Gen12: Explore the benefits of migrating to Gen12 now, including significant performance benefits, enhanced space and cost efficiency, and the substantial savings offered by HPE Morpheus VM Essentials.
🔹AI-Driven Management & Control: Customers have shown a positive response to Compute Ops Management, underscoring the benefits of its secure, AI-driven, and automation features in simplifying complex server management tasks.
🔹Compute for Emerging Workloads: An examination of the rapid growth of AI, edge, and VDI deployments, with Krista Satterthwaite sharing real-world examples, such as Bourgault Industries, to illustrate the scaling capabilities and purpose-built solutions for these emerging needs.
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Transcript:
Patrick Moorhead: The Six Five is On The Road here at HPE Discover 2025 in Las Vegas. Daniel, it’s been a great show so far and really the discussion has been around three things. It’s been around AI, hybrid, cloud and networking.
Daniel Newman: Yeah, it really has. And, it’s hard to really put AI even in its own bucket. You know, as you listen, we hear about networking with agents, we hear about storage with agents, we hear about, you know, the future of compute, memory, throughput and bandwidth. So why. So we can do more AI. But I think right now HPE, you see they’ve rebranded themselves, they’re sort of redefining the company and I think they’re putting those clear categories where I think they have real market leadership and they’ve been further defining that throughout the show here at Discover.
Patrick Moorhead: They have. And one of my favorite topics is compute. And if you look at HPE, I mean, it’s still very core to their business. You know, you and I look at their earnings every single quarter and I think the first thing I look for is compute. And maybe after that GreenLake.
Daniel Newman: That’s funny. I look at GreenLake, you know, because I still remember Antonio going on stage, the first time saying everything will be a service. And I think it’s become a multibillion dollar run rate business now with really high ARR growth, which sometimes I think the street doesn’t get that valuation right. But you know, people like us hopefully will continue to tell that story and the market will get that. But of course compute is so deep. There’s so much provenance inside of this company and their compute is everywhere.
Patrick Moorhead: Well, compute seems to be everything now out there. So let’s stop talking with ourselves and bring in our guest. Krista. Great to see you.
Krista Satterthwaite: Great to see you too.
Patrick Moorhead: Gosh, it’s great for our touch points. I mean we were there with the launch of Gen12 back in February. Great to chat with your team and you as well. Congratulations on that.
Krista Satterthwaite: Thank you so much. Yeah, really excited about it. And we continue to advance Gen 12. So this week we’re announcing that we’re doing our AMD platforms. So we now have AMD Gen 12s and they’re going to have twice the memory as the other AMD servers that we have and great for virtualization as a service, containers, VDI. So really excited about that and a couple of other announcements. Compute Ops management, we have enhancements there too. We’ve enhanced COMPUTE Ops management where it not only can see HPE servers, but other people’s servers too.
Patrick Moorhead: How about that.
Krista Satterthwaite: Yeah. So we’re excited to bring that innovation. Couple other ones. We have something called Active Health System and we’ve had this for a long time.
Patrick Moorhead: Sure.
Krista Satterthwaite: And it’s our way. I kind of. It’s almost like a black box for an airplane. If something goes wrong. We go to Active Health. When we’re trying to figure out what happened and see what the challenges are. What’s happened? We’re now surfacing that information through CALM to make things a lot easier for us to diagnose. And the third new thing with com and we have a lot of new features with calm. The third new thing with CALM is that now we’re able to do a little bit more when it comes to allowing security permissions so people don’t make mistakes when they’re messing with the server. Only this person can do this, this person can do that. So CALM has been a rock star for us and we continue to improve it.
Patrick Moorhead: That’s great.
Daniel Newman: Kind of a multi tenancy where you can have, you know, rights and permissions and of course very, very important. And we’ll come back to CALM. We’ll talk to you a little bit more about that in a few minutes. Curious though. You know, you sort of announced Pat loves to use the term payload. That’s become our new thing. When we talk about all the new stuff companies announce in events. We’re professional event attenders, you know that like this is literally something we do like probably 100 events a year on the ground. Not to count the ones we do remotely. But you know, in the first hour since you’ve been able to spill and actually talk about your board because I know when you’re running a business like you are, that’s kind of the fun moment. You start hearing from your customers, your partners. What’s that first reaction?
Krista Satterthwaite: Yeah, the reaction on Gen 12 has been really, really strong and positive. It’s really a no brainer value prop. I mean when you look at the performance and efficiency enhancements. I’ll just give you kind of an idea of the magnitude Gen 10, which we’re still shipping compared to Gen 12. You would need seven Gen 10s to equal the performance of one Gen 12 and you save 65% on power. When people see that, they realize oh and you know it’s funny, Gen 10 is just like the beginning. A lot of people have older stuff, right. They have Gen 9, Gen 8 and the magnitude of the advancements not only around performance and power, but also security people are running on stuff that is from 10, 15 years ago. They’re not running on the latest stuff. We also have people, a lot of times there’ll be an old server and then they want the new OS supported and I’m like, I can’t help you. Not even the ISV will do that for you.
Patrick Moorhead: Right.
Krista Satterthwaite: So there’s so many different reasons to upgrade and Gen 12 just provides that, you know, the case for refresh has never been stronger when they see that.
Patrick Moorhead: Right. Hey, I want to do the double click on Compute Ops Management AKA Calm. I know Dan used the word comm, so I’m just going to go with it and maybe explain it to folks. Can you talk a little bit about the value prop and how are customers responding to this?
Krista Satterthwaite: The value prop is. Well, first of all, what it is is our cloud based management and you can manage any server from anywhere. And this is especially important when you have distributed sites and a lot of times people would have to have a server around and be able to have a management server around. You don’t need that. You can see everything and we have map based views making things really easy to see what the health is.
Patrick Moorhead: Right.
Krista Satterthwaite: The feedback has been great, especially with distributed sites. We’re winning deals because of Calm. It’s differentiated. No one has a tool like this and we’ve recently, within the last six months or so, enabled MSP functionality. So now our partners can manage on behalf of their customers and run their monitoring services much more easily. So I was at a distributor and they were showing me what they show customers when they come into the demo room and they said, yeah, we show off CALM all the time and once I show it to them, they get it right away because what they’re doing now is they’re using a usb, downloading something, driving to a site and updating the server that way. So it’s like don’t do it the hard way.
Patrick Moorhead: Yes, interesting. Greenlake introduced the element of pay as you go like the cloud did. So it’s having that, but it’s on prem and it seems like CALM also enables some of the things that people like about the cloud with the ability to do it on multiple prems and also be able to, I don’t know, spread the wealth. Instead of having five admins, one per site, you can maybe consolidate and have one admin or two admins managing. Am I understanding this correctly?
Krista Satterthwaite: You are understanding it correctly and we’ve actually had, we have an ROI calculator so you can see how much you can save using CALM just by answering a few questions on our site and what I would say is that the people that try. Com, they give it a try in their environment. There’s one actually that’s here at Discover. Once they try, they’re a hotel chain. Once they try it, they don’t want anything that doesn’t have it.
Patrick Moorhead: Right.
Krista Satterthwaite: Because it makes it so much easier to see everything at once and do everything you need to do. And it’s hooked into the GreenLake platform, so it’s got the security of GreenLake, it’s got the look and feel. So it’s something that’s familiar to customers.
Patrick Moorhead: Excellent.
Krista Satterthwaite: Yeah.
Daniel Newman: So. Oh, it’s almost an odd thing for me to ask you, but I’m going to because we spend all of our time talking about AI. But in your world, in the compute world, I’m not just talking about AI factories. Right. We’re in this kind of moment where everything feels like it’s going AI, but there’s still a lot of other workloads. And gosh, do we, have we just forgotten?
Patrick Moorhead: We’ve kind of gotten into this. Hey, you have to modernize to do AI, but you should have been modernizing in the first place. Yeah.
Daniel Newman: I mean there’s just so much going on. And so you are building these incredibly powerful 7 to 1, 2 generations. Great. But what are the other workloads besides. Because it does feel like I’m an enterprise. Because enterprise adoption, Krista, is, it’s moving, but it’s not an AI. It’s still, it’s much more gradual than the hyperscale or consumer applications that we’re seeing. They’re still running their big databases and they’re still running their enterprise apps and their ERPs and their supply chain softwares and everything else on traditional compute x86. Maybe some of that’s been ported to ARM, but it’s not all on GPUs. Like, what are you seeing? What are those workloads that are driving business for you that aren’t just tied to AI factors.
Krista Satterthwaite: Yeah. So two things that are growing a lot. One, VDI because of that performance I just spoke spoke of, what’s happening is more and more people can put higher and higher power users onto VDI implementations where they tried to do that before and I’ve even talked to people who tried to do that and it’s like you had to take me off of this. It’s not working. So they can only put their task workers on, but not their knowledge workers. Now we’re seeing them putting engineers on VDI animation on VDI. And with security concerns and people not wanting people to walk around with the company data, more and more people are looking to VDI. So the ones that are doing it, what I see them doing is going up in terms of functionality and who they’re putting on. And then I see people just starting VDI because the performance is there. For early VDI days you were really limited. Now it’s like the lid has lifted and many, many people are taking advantage of that. So that’s one, second one is Edge. More and more being done at the Edge. And we have a new platform called the DL145 and it was custom made for Edge. And it’s kind of a funny story because here at Discover, we were talking to one of our sales leaders that calls on U.S. retail and she was telling us, you don’t have what my customer needs.
Patrick Moorhead: Right.
Krista Satterthwaite: And I’m thinking, surely we do.
Patrick Moorhead: Right.
Krista Satterthwaite: We have so many servers. She just needs to understand what is, what’s in the portfolio, what’s the right fit? Well, turns out we didn’t have what she needed, so we built it with her, with her team, with her customers. It is compact, it’s quiet, it can withstand vibration, and extreme temperatures. I’m talking like negative 5 degrees C to 55 degrees C. So up to like 131 degrees Fahrenheit. You can put it on a wall, a desk, or a cabinet. It’s got dust filters, three GPUs. So if you want to do computer vision, you can. So we’re really excited about that. And so that with CALM at the edge, great combination. And what we’re seeing is that, the gear at the edge is a lot of times even more dated than the gear in the data center because they don’t refresh those very well.
Daniel Newman: Right.
Patrick Moorhead: Because it’s so close to OT versus IT.
Krista Satterthwaite: It is. And the environments that they have to live in. I call it the Wild West. You know, you never know what you’re going to have to deal with. So people are interested and excited about something that was purpose built for Edge, just well designed, even down to the security, physical security of the box. If the server’s unplugged and you open the server, you put the lid back on, you plug it in, it knows it’s been open. So we’ve thought of everything. So it’s just a really well designed platform.
Patrick Moorhead: Excellent.
Daniel Newman: It’s been a pretty significant part of HPE’s legacy. The IoT platform for many years has been building that hard. So it’s kind of interesting that it actually was discovered because the way you’re telling your story, I’m like, oh, you had it. And then you’re like, we actually didn’t have it.
Krista Satterthwaite: We didn’t exactly have exactly what was needed.
Daniel Newman: But what an example of building and designing for your customer. So we have just a moment left. I would love to ask, you know, I’m going to do my best to try to ask a question like you do. I know you have many announcements. You know, it’s like your children running a business. What are you most fired up about, by the way? Not maybe not even in your portfolio. What is the thing that HPE announced here at Discover that you’re like, this is big for us. It’s going to take us forward. You can pick one of yours.
Krista Satterthwaite: I would say that GreenLake Intelligence, I have to say I think that’s gonna be a bit of a game changer. So I’m excited about that one. I’m excited about my own as well.
Patrick Moorhead: I picked that one too.
Daniel Newman: Oh, did you?
Patrick Moorhead: You know, I’m a recovering product person, but I still have it in me. I think I even used the word core value proposition. So it’s like, yeah, this works. They just need to deliver it and customers need to sign up for this.
Daniel Newman: Well, in the spirit of the Inter Miami partnership, I can say I’m a huge soccer fan. I can go to the games my son plays. I can watch him play, but I can gladly look at the other team and be like, that’s the little Leo Messi. Yeah, that’s GreenLake Intelligence. You can still love watching your kid play, but you might have seen Leo Messi on one of the other announcements. Krista, so much fun having you chat. Let’s. Let’s do this again.
Krista Satterthwaite: Thanks for having me. I appreciate it.
Patrick Moorhead: Thank you.
Daniel Newman: All right, thank you, everybody, for joining us. Here we are, The Six Five. We are On The Road here at HPE Discover 2025 in Las Vegas. Hit subscribe. Join us for all of our coverage here. So many great segments to choose from. We appreciate you being part of our community. We got to go. We’ll see you all soon. Bye. Bye.
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
