On this episode of the Six Five Webcast – Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the pivotal role AI plays in driving business earnings, in addition to significant trends in the tech market, innovative advancements in AI, and the impact of global tariffs on the sector.
Their discussion covers:
- The growth of Broadcom, fueled by AI, showcasing a surge in revenue and EBITDA, while HPE grapples with margin pressures and a cautious outlook due to tariffs and increased server costs.
- VMware’s thriving ecosystem, underscored by the widespread adoption of VCF and a boost in infrastructure software revenue. VMware’s Private AI Foundation and its potential to redefine enterprise AI strategies.
- Salesforce’s transformational shift towards autonomous AI agents through Agentforce, discussing its potential to transform business workflows, automate tasks, and reshape the workforce landscape.
- The current landscape of satellite internet, led by Starlink’s dominance, alongside the rise of contenders like Eutelsat and Amazon’s Kuiper. The segment also touches on geopolitical influences and the burgeoning demand for satellite internet access.
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Disclaimer: Six Five Webcast – Infrastructure Matters is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded, and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.
Transcript:
Keith Townsend: All right, episode 74 of Infrastructure Matters because it does matter. As normal, this is the second straight week that all three of us have been on. Camberley, Dion, welcome back to … I would say this has been an action news-packed week. There are plenty of earnings to talk about. There is some other industry news, but we’re a couple of weeks away from the biggest AI conference of the year, GTC. I expect, based on all of our pre-briefings, that the next week or two is going to be … We’re going to wish for another half-an-hour for this show with the amount of AI-related news that’s going to be coming out over the next two or three weeks. But we have plenty of there stuff to talk about. Camberley, you’re the one who follows the markets for us. Mostly it keeps us honest on what these tech giants are doing financially. Big news coming out of both HPE and Broadcom this week.
Camberley Bates: Yeah. Many years ago, I started reading the earnings transcript. I’m not going to listen to the thing, but I’m going to read through the earnings transcript because it’s in the Q&A often that all the details come out. Or somebody, they’re plowing in there. It’s like, “Yes, I want to ask those questions.” We did have two big ones this week, which was HPE and Broadcom. On the Broadcom one, the thing that I’m looking at the most is the VMware items. But the big news for them was not the VMware, it was all the AI stuff. He’s making a lot of money.
Keith Townsend: He is.
Camberley Bates: Let me run some numbers here through you. Revenue was up 25% year-on-year. The consolidated EBITDA was up 41%. Yes. I was like okay, that’s a lot-
Keith Townsend: That’s a massive company.
Camberley Bates: That’s a lot of cash.
Keith Townsend: That’s a big number on top of a big number.
Camberley Bates: That’s a big number on top of a big number. Most of this was all driven by the AI level.
Dion Hinchcliffe: Although, the VMware stuff didn’t do bad either.
Camberley Bates: No. Well, I’ll talk about that in a second. But yeah, the VMware stuff did really well. Everything did well. They’re just hitting. They’re hitting on all cylinders here. Or, what do you say when you have an electric car? You don’t hit on cylinders, you hit on something else.
Keith Townsend: That’s electric motors, that’s really just on all kilowatts. I’m not sure, that’s a new one.
Dion Hinchcliffe: You’re tapping it from every battery.
Camberley Bates: Tapping it from every battery, or whatever. I think the big things here that I took away is that he talked about how big these hyperscalers are going, where they’re going. And that they’re building the XPUs, et cetera, to be able to support these very, very large areas that they’re expecting to go. Quote-unquote, “We have a view towards scaling clusters of 500,000 accelerators for hyperscaler customers.” Doubling the RAID-X capacity of existing Tomahawk sites, these kind of things they’re going at. Then he goes on to talk about what the market looks like. “Expect the three hyperscale customers that they have will generate a serviceable market range of 60 to 90 billion in 2027.” We’re not talking 230, we’re talking the immediate front they’re talking about. Yeah. Your eyes got really big there, dude. It’s just huge.
Dion Hinchcliffe: Yeah. Their outlook was as impressive as their earnings. Their stock’s up 3.5% this morning. The market really needed this news, it was good. Good to see.
Camberley Bates: The other piece of it that I love to watch is this infrastructure software revenue, which is basically VMware. A couple quotes coming directly. “As of the end of Q1,” which is what they were announcing, “70% of their largest 10,000 customers have adopted VCF.” Whether or not they got one hand behind their back that they’re ripping them with, or however they’re doing, they’re making it. Tier one infrastructure software revenue, 6.7 billion. It was up 47% year-to-year. That’s people figuring it out. The numbers are huge. This one, maybe you guys can comment on this one because I don’t know exactly the product line here on this piece of it. “As of today, in collaboration with Nvidia, we have 39 enterprise customers for the VMware Private AI Foundation.” That seems like a really tiny number.
Keith Townsend: Well, it’s-
Dion Hinchcliffe: It depends on how big those customers are, but yeah.
Keith Townsend: Yeah. The ambitions of VMware Private AI Cloud, or whatever they call the product, is very, very big, it’s this idea that once enterprises get to the inferencing stage, they’re not going to want to go to cloud. All of these AI accelerators they’re selling into the cloud providers on the chip side, the enterprises are going to go more traditionally and have more air-cooled systems, more traditional systems. And even for some of their big AI workloads that’s on the inferencing side, they’re going to be shared. Actually, VMware has presented several times on Tech Field Day on their private AI solution. It is a very solid solution designed at Nvidia. They went from zero customers I think last year, to 30-some-plus customers now. That’s pretty good. That’s more than 100%.
Camberley Bates: Well, when you come from zero, that’s okay I guess. Then I would come in on the VMware piece of it, at the same time we’ve seen Eutonics, which is the HCI guys, the no VMware tax people. They did very well, too. They’re equating it to people migrating over. I’m thinking that’s probably talk is very focused on the big customers. “I’m going to keep the big customers, those are the ones that are most profitable. The rest of the guys can disappear if you want to disappear.”
Keith Townsend: Yeah.
Camberley Bates: Some of those are probably going to Eutonics because it makes a whole lot of sense to do that.
Keith Townsend: Yeah, it’s a weird effect. I talked to the folks at Scale Compute, who also competes with VMware. Said their enterprise business is up 400%. I don’t know how big their enterprise business was to start, but up 400%. They’re benefiting as well. I think the challenge for Hock, according to my insiders, is that the commercial group which is below enterprise is actually outperforming the enterprise. Broadcom is reinvesting and making sure that they keep some of these smaller companies. That it’s surprisingly, from my data, growing the business.
Camberley Bates: Wow. Well, I didn’t catch on that one, but that’s interesting.
Keith Townsend: Yeah, I don’t think it was in the report, but it was just from my conversations from some of the folks who are inside VMware. They are very happy with the progress that the commercial team has helped. For those that just want to do your snooping and deeper dive, look to see how leads one business over the other and what changes have been made over the past year, and you’ll get an indication of where the growth at outside of the report.
Camberley Bates: On the flip side, our buds at HPE had not the best quarter.
Dion Hinchcliffe: Although revenue was up 16%. It’s the outlook that’s I think really hurting them. Laying off up to 3000 workers in anticipation of $1 billion in lower revenue due to tariffs, since a lot of their equipment is made in Mexico. That’s a challenge.
Camberley Bates: The other piece that they got hit on is the margins for their servers.
Dion Hinchcliffe: Interesting.
Camberley Bates: The margins were down from 11-plus percent to 8%, so almost 3.5% that they dropped on the margins. They blamed that, or they basically said that the mix of GPU, so they’re paying money to Nvidia in order to ship the Blackwells, or whatever they’re shipping. Aggressive pricing in the market. Some of the quote-unquote, “sales discipline” that was missing, but it was the aggressive market. We didn’t believe we heard that kind of thing necessarily from Dell when they rolled out their earnings. But evidently, this had a pretty significant impact here. Then I think part of that is them also looking at how do they reduce some of their cost, which is getting into the 5% employee reduction.
Keith Townsend: Yeah. I remember about three quarters ago, Dell had really blow out numbers. But they took a hit because of the margin on their AI server. The margins, they sold way more AI servers than anyone else in the industry, but that margin was very disappointing. Nvidia’s winning when it comes to whoever sells their chips. The servers today in both Dell, HPE, Lenovo, and all the OEMs are trying to find value and escape the gravity of the revenue share with Nvidia and find ways to get a little bit more of that revenue. I expect to see that raise up in services and the ability to add value beyond just selling the box that Nvidia chips come in.
Dion Hinchcliffe: Where the industry is supply-constrained, OpenAI says they can’t release ChatGPT 4.5 because they can’t get enough GPUs. That’s really a limitation. If HPE is not a favored vendor and can get the chip supply like maybe a Dell can, then they’re at a competitive disadvantage. That’s really how the industry is shaping up right now. Who’s the best friend of Nvidia?
Camberley Bates: Yeah. They did talk about how well GreenLake was up. They were up significantly, although the quarter was not looking as fabulous quarter-to-quarter, but that’s Q4 to Q1, easily can happen. Okay, the storage person has to say, they did highlight their Alletra MP is shipping in triple digits. But then again, last year it was doing as well. Again, you’re coming from a lower number into a bigger number, so they’re picking it up. One of the things we’re seeing about HPE is they’re deprecating a lot of their other technologies for the Alletra MP. They’re doubling-down on this focus on the MP and the other stuff fades away. They’ll be winding down over time is what we’re expecting to happen. The last thing they did, well not last thing, but one of the other things I brought up. They did highlight that they had launched the KVM offering. They said that there’s a lot of engagement and interest. We’ve seen a lot of engagement and interest all over the place. It’s odd that on one hand, Hock Tan is making gobs of money off of VMware, and so is everybody else. How does that work?
Keith Townsend: Yeah. I think you’re just unlocking a lot of value. The price increase from one means that the person who increases the prices and they have the captive audience that VMware has, they’re going to make a lot more money. Then for everyone … There’s a huge gap between those who can afford VCP and VMware, and those who cannot and need to use solutions. Now these solutions that were too expensive or too complex to migrate to are looking pretty enticing. I talked to some folks in the community, the Proxmox, which is based off of KVM, I originally laughed at the idea of enterprises using Proxmox. I’m like, “Proxmox?” You don’t need to know hypervisors to know that Proxmox was never seriously considered a great alternative to VMware, but price increases make you do funny things.
Dion Hinchcliffe: That’s it. Yeah, you might change your mind.
Keith Townsend: The community has sprung up around it to write scripts and provide services to help customers migrate. This has been a weird rising tide raises all ships kind of thing. Not the way I would have thought it would have been played. On the vendor side, there’s no one unhappy with Broadcom creating more opportunity for the rest of the market while Broadcom makes more money.
Camberley Bates: That’s an interesting perspective on that one. I do like that. The last thing you mentioned, Dion, you talked about the tariff situation. Antonio addressed that and what they were looking at for mitigation purposes. He talked about how they manufacture around the world. It sounds like what they’re looking at doing is manufacturing closer to where they’re going to ship, or something along those lines. We’ll see. The other piece of it was also with Broadcom being asked that question. Part of it is seeing how this is going to shake out, because it is the great unknown. You don’t know is it tomorrow-
Dion Hinchcliffe: The tariff machine is taking off.
Camberley Bates: Yeah. Totally unpredictable. Anyway, that’s my commentary about that. That’s enough about earnings. I’m done.
Keith Townsend: You do have a note for VAST Data here. They’re not a publicly-traded company. There’s a follow-on thought because we both were in the briefing yesterday. Their founder Renen really had a really provocative statement, and I’ll share that after you share your thoughts on their results.
Camberley Bates: Well, they just talked about how they are massively growing. They won’t give you any numbers.
Keith Townsend: No.
Camberley Bates: But they’re also, for whatever they are, a multi-billion dollar startup valuation, they are cashflow positive. They don’t have to take any. They got asked about IPO and he goes like, “Don’t know. We don’t have to do anything. We’re not looking for any money.” The growth is there.
Keith Townsend: To stick the pin, they were doing a victory lap yesterday. One of the analysts asked Renen, “Well, what happens when someone doesn’t want to put their data in a proprietary VAST data store?” His response was basically, “Hey, if you have hundreds of thousands or millions of rolls, go ahead and use another solution. But if you have billions of rolls of data, you have no other solution than VAST Data, so good luck finding something else to put your data at. If you have the size of data that requires a VAST system, there is no other competition.” I think we need to put that statement to the test in our Signal65 Labs at some point, but I thought that was a really provocative statement yesterday.
Camberley Bates: That person that asked that question, whether or not you know that or not, is Brad Shimmin. He just joined us.
Keith Townsend: Ah! I did not know that it was Brad. I had it on in the background and that was a very good question by Brad. Hat tip to Brad on The Futurum Group side.
Camberley Bates: There we go.
Keith Townsend: All right. Agentforce, which is … Well, no, not Agentforce. Salesforce released Agentforce 2DX in Agent Exchange. I don’t know what any of that means. Dion, you just wrote a big, brilliant report on AI agents. Help us understand what Salesforce is delivering to the world.
Dion Hinchcliffe: Sure. Actually, we have two major reports on AI agents because that is, as we talked about last week, AI is arguably a new layer in the infrastructure world. The hot new part of that is agents. This is AI, instead of just generating content, it takes action for you. It could be APIs. You wanted to do something, it basically orchestrates for you. It’s basically an adaptive AI orchestration layer. Agentforce has been Salesforce’s big foray into that. They’ve got several thousand paying customers. They say, depending on whose numbers you look at, it’s between one and 3000. They charge $2 a transaction. That’s how confident they are that it can do things that other systems can’t. As part of our work, we actually interviewed a bunch of Agentforce early adopters and say, “All right, what are you seeing?” What’s interesting is it does seem to be very adaptive. Generative AI is quite malleable, in that it’s not as intolerant of what it can accept, in terms of you can give it any kind of content, any kind of API, and it just figures out how to use it, how to work with it.
Camberley Bates: Is it a chatbot or something? I don’t even know what Agentforce is.
Dion Hinchcliffe: Well, it can be a chatbot. But it’s a chatbot that does things for you. I talked to the CIO of a large roadside service center. Their biggest challenge is that people only use their service two, three times a year, so they don’t remember how the website works. People would come in and they want to update their credit card, they want to change their address, they want to ask about some specific benefit or use it, they can’t figure out how to do it because they don’t use it that often. They have an Agentforce bot, they log in and the agent knows everything about you. You say, “I want to update my address.” It says, “Okay. Well, what is your address?” You type it in freeform then it says, “Okay, I’ve updated it for you. You’re good to go.” It’s that’s sort of thing. I want to update my credit card. “Fine. Tell me what it is and I’ll go ahead and update the record for you.” It’s that kind of very simple thing. That’s what we really saw.
Although, there was one Agentforce customer that was doing very sophisticated things. They were trying to recommend prescription drugs and they had to do it by processing all the regulations at the federal, state, and local level, the insurance policy, and overlay all of that. The AI is really good at sorting through all of that and then making a recommendation. Then a human doctor has to check it to make sure that it did it right. But a process that took a week to sort through all of those different layers of regulations and overlap them, and come up with a Venn diagram so they could figure out what to recommend, that took a week on average. Now it just took 10 minutes using Agentforce from start to finish.
Camberley Bates: That would be amazing for some of the cocktails they put together for cancer and that kind of treatment.
Dion Hinchcliffe: Oh, yeah. It takes into account all your current drugs and everything. Yeah. The AI is really good at doing that very complicated analysis based on the patient file and the actual regulation. They didn’t expect it to be able to do all of that, but they found out that was its superpower is being able to dump all this content to make this decision. It sorts through all of the documents, and then it explains what options you have available. It’s that explainability that is also very good.
Camberley Bates: Wow.
Dion Hinchcliffe: Agentforce is one of leading agents. It was part of our report. We did a study of all the commercial enterprise class agents right now. We looked at SAP Jewel, ServiceNow, Microsoft, Oracle. We looked at all the different agent frameworks. This is going to be a big growth area with AI. Agentforce scored very well, at the top of the charts. But that was not all. They had a big event this week, TDX, Salesforce did. They announced Agentforce 2DX, which is an autonomous AI agent. There’s no chatbot window. It just watches your data, and then based on changes to your data, it acts autonomously. This is very powerful stuff, but I have a lot of concern about how we’re going to govern these sorts of things. As data changes in your enterprise, you tell it what to watch. It then will fire up agents based on the changes in the data, and then go out and do things for you. It’s autonomous agents.
Camberley Bates: This gets back to the question that Brad had asked VAST, right?
Dion Hinchcliffe: Yeah.
Camberley Bates: Because you’re putting that on the current transactional database. The companies you’re talking about are probably pretty darn large, from an enterprise standpoint. They’re not going to want to move their transactional database because I’m going to drop this agent stuff right on top of it, but then again, this is more of the application as opposed to the inference. Well, I guess it is part of the inference engine that you would consider it, as opposed to training it.
Dion Hinchcliffe: Well, Agentforce will work with whatever you have. It tends to work better if you use Data Cloud. But you can plug pretty much anything you want into it. It’s very interoperable.
Keith Townsend: The importance of all this, me and Dion had this meta, virtual conversation. A really provocative report, a blog post on LinkedIn, where you talked about SAP upgrades, ERP upgrades in general, being a trap. If you want to upgrade your ERP system today, or specifically SAP, you have to go to the cloud. There is no real upgrade path anymore.
Dion Hinchcliffe: And pay SaaS pricing.
Keith Townsend: And pay SaaS pricing. People are seriously looking at alternatives. I’m going to have on a special conversation, I think it’s under NDA still, but there is a major company looking, if not having already replaced their SAP environment with agents. This idea of there’s transactions that happen on a bus, let’s say it’s an object storage bus like a VAST Data maybe. That kicks off an event, and that event is an agent, and a workflow happens. Why do I need to pay SAP, Oracle, Microsoft for the luxury of their monolithic application, when I can basically build these intelligent business workflows with agents from the ground up? This is a really, really important part of infrastructure to look at because that itself, that capability, just like message buses are now part of the IT infrastructure budget and line item, object storage is, I don’t see agent infrastructure being any different than those pieces of infrastructure that companies build solutions on.
Dion Hinchcliffe: Yeah, it’s interesting times. Salesforce with it’s $2 a transaction is going to price itself out of that particular market. This is what we have to look at. But we’ve done our own economic calculation. The agent market is going to address about $6 trillion of the $50 trillion workforce economy. That’s how much labor market is worth, 50 trillion, and about six trillion of it is addressable with today’s agents as they’re currently realized in the industry.
Camberley Bates: What does that mean? The workforce economy is what we pay the work-
Dion Hinchcliffe: That’s right.
Camberley Bates: You’re saying that the agents is going to be able to address-
Dion Hinchcliffe: About six trillion of that, yeah.
Camberley Bates: Six trillion of that, which displaces people, or it moves people to-
Dion Hinchcliffe: In the short term, it displaces people. In the medium term, it should create a lot of AI jobs.
Keith Townsend: Yeah. I did a little follow-on post that I had a really great conversation with Brian Lau of AWS about how they’re using, specifically how he’s using AI agents to accelerate his application development. He has lost his job. There is a really interesting transitionary period around AI and the workforce that’s worth having a deeper conversation. But moving on-
Dion Hinchcliffe: Let me just cap off the announcement. Agent Exchange was also announced, and it is a digital labor market. But it’s not people inside of it, it’s only AI skills. It’s agents to do whatever. Agents to audit something, audit a financial service. Agents to do customer service. Agents to help you manage and run a marketing campaign. Yeah, we’re all going to end up competing with the bots unless we’re focusing on running the bots, and managing, and governing, and putting guardrails, and securing them. That’s what the new jobs are going to be.
Keith Townsend: All right. Normally, this would have been at the head of our rundown before, but it’s just another $100 billion. TSMC committing $100 billion to AI. You know what? I jokingly say this, but I’m serious. I don’t know how much of these investment announcements are real.
Dion Hinchcliffe: Exactly.
Keith Townsend: There is nothing that holds any of these companies accountable to deliver on any of these commitments. We saw this over the years, I don’t care the administration. With FoxConn, with their investment in Wisconsin. These folks make these, and even again in some cases get tax benefits from it, and the jobs and actual investment never materialize. Another $100 billion investment.
Dion Hinchcliffe: Well, Apple did it in 2018, $350 billion they announced and they didn’t come anywhere close to actually doing that much.
Camberley Bates: It’s just feeling good about having a building name after me or something?
Keith Townsend: Well, it’s great press releases.
Dion Hinchcliffe: The significance of this is that it’s 100 billion on shore I think, right?
Camberley Bates: Yeah.
Dion Hinchcliffe: Yes, yeah.
Keith Townsend: We don’t have time to go through it, but the president pushed back on this idea that the CHIPS Act is even needed. Intel has committed to building the chip factory in Ohio, delayed to 2030, the construction is. But they’re under obligation to do so. The president noted that TSMC made this obligation without any money from the government. All right. Starlink. Let’s end on this conversation around Starlink. Am I going to be able to stop paying my $165 a month to Starlink? Dion, what do you think?
Dion Hinchcliffe: Not if you look at the coverage maps. This is the issue is Starlink has this unparalleled coverage right now, and you can’t beat the bandwidth that’s available and you can’t beat the pricing. Now Eutelsat has acquired OneWeb. That’s the other alternative. Just before we got on the show here, I looked at the coverage map. It’s far, far less. Late last year, I met with some of the team at Amazon’s Kuiper. They’re planning to go as big as Starlink, but they got two satellites up. Right now, Starlink is still the best game in town, but that’s going to change with the geopolitical winds shifting, with tariffs. Starlink has recently got dropped by the Canadian government. They’re going to replace, in Ukraine, a lot of the Starlink with Eutelsat. Everyone’s busy trying to get new constellations up. It’s a new world where locally-sourced IT is considered a strategic advantage, a geopolitical advantage. No, in the short term, you’re not changing anything.
Keith Townsend: Yeah. The challenge to getting those satellites into orbit, it’s not like there’s a lot of competition to launch satellites.
Dion Hinchcliffe: No. The capacity doesn’t exist. A lot of new rockets are coming online. You got Vulcan, Neutron. Bezos with his Blue Origin has, I’m trying to remember that, New Glenn. A massive new rocket, it just launched for the first time. The capacity is coming and that’s going to change the complexion of the industry, of the constellation industry quite a bit.
Keith Townsend: Yeah. But the availability of the solutions, I can now walk into Home Depot and buy a Starlink startup kit. I still complain about coverage because, hey, I complain about slow internet on an airplane, so I’m going to complain about Starlink coverage, which is still awesome. I’m looking forward to there being competition, being more access, more internet access. More options for the globe is better for the global economy and helping people transition to an AI-driven economy, which is all very, very scary.
Camberley Bates: How heavy is that stuff? Because I got a backpacking trip coming up in May.
Dion Hinchcliffe: A Starlink Mini. Yeah. Starlink Mini.
Keith Townsend: Yeah, there’s a Starlink Mini. Patrick Moorhead has a Starlink Mini where he tested that and I think he was on a backpack trip. It’s backpackable. If I was into backpacking, I’d carry one for emergency use.
Dion Hinchcliffe: Yeah, it’s not for ultralight backpacking though. That’s the problem.
Keith Townsend: No. But we’re talking about Camberley backpacking, which is not ultralight. I’m sure her bag is about 30 or 40 pounds.
Camberley Bates: Yeah, it’s usually about 40, depending upon how long we go. We’re in the desert so we have to carry water, so that makes it really heavy.
Keith Townsend: Water is heavy. We need to find dehydrated water that we just have to add water to get water. That’s it for this episode of Infrastructure Matters. We are going to be out a lot over the next few weeks. As I mentioned, GTC is kicking off, and all the spring tech shows are coming up. You can follow me, Dion, Camberley has a bunch of stuff going on that she’ll share over the next couple of months. Stay tuned for more coverage from Six Five Network in general. This is going to be an amazing part of the year of the industry.
Author Information
Camberley brings over 25 years of executive experience leading sales and marketing teams at Fortune 500 firms. Before joining The Futurum Group, she led the Evaluator Group, an information technology analyst firm as Managing Director.
Her career has spanned all elements of sales and marketing including a 360-degree view of addressing challenges and delivering solutions was achieved from crossing the boundary of sales and channel engagement with large enterprise vendors and her own 100-person IT services firm.
Camberley has provided Global 250 startups with go-to-market strategies, creating a new market category “MAID” as Vice President of Marketing at COPAN and led a worldwide marketing team including channels as a VP at VERITAS. At GE Access, a $2B distribution company, she served as VP of a new division and succeeded in growing the company from $14 to $500 million and built a successful 100-person IT services firm. Camberley began her career at IBM in sales and management.
She holds a Bachelor of Science in International Business from California State University – Long Beach and executive certificates from Wellesley and Wharton School of Business.
Keith Townsend is a technology management consultant with more than 20 years of related experience in designing, implementing, and managing data center technologies. His areas of expertise include virtualization, networking, and storage solutions for Fortune 500 organizations. He holds a BA in computing and an MS in information technology from DePaul University. He is the President of the CTO Advisor, part of The Futurum Group.
Dion Hinchcliffe is a distinguished thought leader, IT expert, and enterprise architect, celebrated for his strategic advisory with Fortune 500 and Global 2000 companies. With over 25 years of experience, Dion works with the leadership teams of top enterprises, as well as leading tech companies, in bridging the gap between business and technology, focusing on enterprise AI, IT management, cloud computing, and digital business. He is a sought-after keynote speaker, industry analyst, and author, known for his insightful and in-depth contributions to digital strategy, IT topics, and digital transformation. Dion’s influence is particularly notable in the CIO community, where he engages actively with CIO roundtables and has been ranked numerous times as one of the top global influencers of Chief Information Officers. He also serves as an executive fellow at the SDA Bocconi Center for Digital Strategies.
