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Michael Dell On HPE GreenLake: ‘We’ll Let Our Share Speak For Itself’

In an interview with CRN, Dell Technologies CEO Michael Dell talks about VMware’s Kubernetes strategy, China tariffs, and why the Dell Technologies Cloud is the best hybrid cloud platform in the world.

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How does the Dell Technologies Cloud stack up against HPE’s GreenLake?

We’ll let our share speak for itself. All these things are built on software and hardware infrastructure. We’re quite ahead [of HPE]. If you look at hyper-converged, I’m not exactly sure how much bigger we are than HPE [but it’s around] eight or 10 times bigger or something like that. In storage, we’re bigger than the No. 2, No. 3 and No. 4 [market-share leaders] all combined together. We’re going to keep focused on growing our share and we’re certainly doing a full embrace of on-demand and flexible offerings. Dell Financial Services [DFS] has been super successful, especially for channel partners. DFS originations in the first half of 2019 grew 9 percent year over year. The partners who have financing with us have typically grown at twice the rate versus partners who don’t finance with DFS. But we’re also going to make it easier with metering and monitoring built into the products and an increasingly big embrace of on-demand.

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