HPE CEO Antonio Neri Talks “Fourth” Public Cloud, Scaled AWS, VMware Partnerships, and Partner AI Opportunity

AI public cloud with no data exit fee

Antonio Neri, CEO of Hewlett Packard Enterprise, says the company’s new AI public cloud, HPE GreenLake for Large Language Models, provides customers with an “enormous” entry/exit pricing advantage.

“You don’t have to transmit data, so you’re specifically training an (AI) model,” Neary said in an interview with CRN at HPE Discover 2023. Huge, massive benefit to start with.”

Regarding the specific cost benefits of running AI workloads in the HPE public cloud versus other public clouds, Neary said it would depend on the volume of data.

“It could be small or it could be huge because not all models will be that big,” he said. “There are some that will be smaller. The problem is to make the model accurate you need to fit the pseudopod which means more data and more data and more data. The more data you feed in, the more accurate the model becomes.”

Neary said that one of HPE’s biggest advantages in the AI ​​market is its long-term capabilities to improve AI software.

“Everyone will use the available GPUs and CPUs,” he said. “There is no difference between public cloud and our own cloud (in terms of GPUs and CPUs). They obviously have a lot of scope but what we know how to do is how to reduce the amount of capital expenditure by optimizing our software so we can extract performance Better for the system. So it’s not just a cost of the commodities, but it’s how we manage the whole system to get the best overall performance.”

HPE has already shown that it can deliver better 200Gb performance with its supercomputers than other 400Gb systems. “This is a significant capex benefit that we can translate into a pricing advantage for customers when they consume (AI) as a service,” he said.

Neri also talked about the expanded relationships and potential for further co-creation with Amazon Web Services and VMware.

AWS VP of Technology Dr. Matt Wood shared the stage with Neri at HPE Discover, highlighting new hybrid HPE-AWS capabilities including managed Amazon EKS Anywhere support for Kubernetes for HPE GreenLake for Private Cloud Enterprise and HPE Nonstop Development Environment They are now available on the AWS Store.

VMware CEO Raghu Raghuram also shared a Discover stage with Neri to highlight the new HPE GreenLake for VMware Cloud Foundation

Here is an edited transcript of the conversation with Neary.