How to Understand On Premises Proprietary Servers and Server Vendors
… SeekingAlpha.
“In sum, we don’t see a bright future for HPE, primarily because of workload migration to the public cloud, but also because of the hyper-scale and service provider customer segments, which are increasingly unwilling to do business with HPE.(emphasis added) The migration of workloads to public cloud service providers will likely deter companies from increasing investment in on-premises data centers, which means that less infrastructure supplied by HPE will hit the market.
HPE is still a leader in servers, but we still expect cutthroat competition here. The company lacks the size and scale of industry …