Steve and Camberley get into Hock Tan’s Q&A at Explore, the significance of the VCF 9 release, how to look at TCO and VCF as part of the business analysis, plus more on if it’s on-premises or public cloud and why. Then, they dive into HPE’s earnings and the strategic directions for its server business, including AI and enterprise, as well as where its storage and network strategies are headed.