This episode of Techzine TV features a conversation with seasoned IT industry analyst Zeus Kerravala, recorded during HPE Discover 2025. We explore HPE’s position in the evolving tech landscape, particularly concerning AI. What makes sense, what needs some more work?
Key Discussion Points
- HPE’s differentiation through its software layer (OpsRamp and Morpheus)
- The rise of smart switches with integrated DPUs
- The importance of AI and automation for IT professionals
- Challenges and opportunities presented by AI in various sectors
Strategic Analysis
The analysts compare HPE’s strategy to competitors like Cisco, VMware, and Broadcom, highlighting HPE’s focus on customer needs over maximizing margins.
AI Evolution and GreenLake
The conversation explores the shift from large language models (LLMs) to smaller, more purpose-built AI models, and the role of HPE’s GreenLake platform in facilitating AI adoption, particularly in healthcare. Concerns about vendor lock-in and the need for HPE to better communicate its value proposition are also addressed.
Check out the video now.