analysis A VMware employee I know talked about a customer meeting I attended with retired CEO Pat Gelsinger, who was just announced as Intel’s new CEO.
My contacts were very important computer scientists in their own right and attended meetings to demonstrate his very deep expertise and ability to serve customers.
Gelsinger promoted the meeting as Chief Executive Officer. The customer was absorbed in his presentation and was comfortable enough to ask tangential questions about new technologies. My acquaintance, as someone who was in the room to provide technical insights, thought he was the answerer, so he began to stretch his mental muscles.
Gelsinger answered the client’s question without missing a beat and nailed it. My acquaintance was impressed with the CEO’s knowledge and erudition. And despite a lot of things on his plate as a $ 10 billion corporate leader, he found time to learn and clarify the details of highly complex emerging technologies.
Big Cheese later admitted that he pinched the moment of my acquaintance in the sun. This has had the effect of making VMware staff feel that the game needs to be enhanced to keep pace with the CEO.
But Gelsinger can also be sharp. Your correspondent once pushed the boundaries by joining the VMware user group I was invited to, and Gelsinger intended to speak in a less vigilant mode than he had reserved for the press. Appearing at a user meeting in the middle of the whirlpool at the VMworld conference, Gelsinger showed how to find time to let fans know that they are grateful for their enthusiasm. When he found your humble vulture during his speech to the group, he revealed in the best possible way that the appearance of annoying journalists over there robbed him of the opportunity to become more frank. ..
Intel will soon be free to combine knowledge, elegance, comfort, and mild ruthlessness.
Gelsinger wants VMware to become Apple in the data center
Chipzilla also gets the services of a good strategist. When Gelsinger became VMware CEO in August 2012, the virtualization giant acquired software-defined networking pioneer Nicira and released vSphere 5.1. At that time, VMware was all adopting a “private cloud.” The fleet of virtualized servers was a novel concept at the time that it could not only be presented as a single logical resource, but could also provide an experience similar to the resilience of the public cloud.
vSphere 5.1 also included the vSphere Storage Appliance, VMware’s first tilt in virtual storage.
On Gelsinger’s clock, the appliance will be VSAN, Nicira will be NSX, and VMware will be a complete software-defined data center stack that spans computing, storage, networking, and end-user computing, from an advanced server integration champion. It came to offer. The stack is currently running in all major clouds, with over 4,000 clouds running by small service providers.
VMware has a clear strategy that allows you to run and manage anything anywhere. That strategy and its sticking customers are well impressed with Amazon Web Services’ first key hybrid cloud alliance with VMware.
Gelsinger also defines VMware’s internal value, where employees appear to be more honest with other tech giants than I know. Microsofties praises Satya Nadella, but still complains about the internal culture. HPE people just get the job done without being too enthusiastic. Because Big Blue is Big Blue, IBM employees have some sort of disgusting optimism that a better day is approaching. VMware people really admire Gelsinger. Sometimes affectionate.
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Gelsinger’s departure does not change VMware’s product or technology strategy, but it can make it difficult to maintain that culture.
As a result, Dell-owned companies’ annual revenues increased from $ 4.6 billion in watches to a projected $ 11.7 billion. This suggests that his opinion was not important, but the company can survive his departure well.
However, Gelsinger himself admitted in an interview Tuesday at Goldman Sachs Virtual Technology and Internet Conference 2021 that his successor wouldn’t be able to ride easily because containers are clearly the technology to come. Selected time environment. “
VMware believes that its management tools and abstraction benefits are more useful for containers and hybrid clouds than traditional data centers. Software Goliath has forgotten Microsoft with compute virtualization and is now a layer that customers are happy to add to Windows Server.
Ensuring the same status in the cloud is VMware’s next CEO’s job.
And what about Intel?
Intel couldn’t shrink to 7nm on time, but it was able to reduce it by one. It’s hiring a chief engineer.
Without abandoning our entire spirit of biting our nourishing hands, I must say that I spent about half a day at Gelsinger’s company and listened to his presentations and Q & A sessions for hours. He is clearly very smart and does not get in the way of explaining his thoughts. He grows up on a farm and likes to tell his personal story of waking up before the sun rises. Its upbringing means that getting up at 4am and exercising is natural and easy, and working in technology feels like a privilege.
Family and faith are very important to him – he is willing Tweet a quote from the Bible – The latter seems to convey his style of leadership and real concern about the need to use technology forever.
It’s not yet clear if these qualities will help Intel. Chipzilla’s humiliating defeat in the smartphone market, the 10 nm blunder, and the loss of ground to the world of TSMC, AMD, Arm, etc. are extraordinary failures for Megacorp, who was proud of its efforts backed by paranoia. is. Go ahead and maintain a considerable lead in the industry. Intel’s execution is stagnant. And that strategy lacks the rise and rebuttal of the rise of the Arm architecture.
Intel is also very different from VMware. Gelsinger has embarked on a wave of enthusiasm for making hardware unobtrusive and celebrating software dominance. Intel is dominated by software engineers and products, but is completely bound by the mess of hardware and all the flesh space needed to make silicon.
Gelsinger seems to be more likely than anyone to help Intel address these challenges. But I hope VMware’s next CEO will do a much easier job. ®
VMware has a strategy and culture for CEO Pat Gelsinger to thrive after retiring to Intel. • The Register
Source link VMware has a strategy and culture for CEO Pat Gelsinger to thrive after retiring to Intel. • The Register