We exchange some pleasantries, discussing Henry's upcoming brisket feed and his drink cooler strategy (parallel and semi-virtualized.) Then it's on to the major topic of the day: HPE buying Cray.

Shahin starts off by discussing some of HPE's recent purchases and noting their participation in upcoming exascale conversation. With the purchase of Cray, HPE is now driving the bus on the deals that Cray has already won - including the exascale systems.

Henry agrees with Shahin but adds that he wants to know their converged strategy - what do they want out of all this?

Dan points out that HPE is now pulling together three different product lines (theirs plus SGI and Cray) and wonders how they're going to use the interconnect tech that Cray brings to the table.

What follows is a meaty discussion of where the largest market (enterprise) is heading and if HPE is skating ahead of the puck? Shanin and Dan believe that the enterprise market is headed towards HPC given the burgeoning push to AI.

Henry? Unconvinced that AI/machine learning requires high bandwidth/low latency interconnects or networks. We argue it back and forth, but Henry remains unconvinced.

We finish up with our ever popular Catch of the Week feature.

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