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Michael Woodacre, HPE | Micron Insight 2019


 

>>live from San Francisco. It's the Q covering Micron Insight 2019. Brought to you by Micron. >>Welcome back to Pier 27 sentences. You're beautiful day here. You're watching the Cube, the leader in live tech coverage recovering micron inside 2019 hashtag micron in sight. My co host, David Floy er and I are pleased to welcome Michael Wood, Acre Cube alum and a fellow at Hewlett Packard Enterprise. Michael, good to see you again. Thanks. Coming on. >>Thanks for having me. >>So you're welcome? So you're talking about HBC on a panel today? But of course, your role inside of HP is is a wider scope. Talk about that a little bit. >>She also I'm the lead technologists in our Compute Solutions business unit that pack out Enterprise. So I've come from the group that worked on in memory computing the Superdome flex platform around things like traditional enterprise computing s it, Hannah. But I'm now responsible not only for that mission critical solutions platform, but also looking at our blades and edge line businesses. Well said broader technology. >>Okay. And then, of course, today we're talking a lot about data, the growth of data and As you say, you're sitting on a panel talking about high performance computing and the impact on science. What are you seeing? One of the big trends in terms of the intersection between data in the collision with H. P. C and science. >>So what we're seeing is just this explosion of data and this really move from traditionally science of space around how you put equations into supercomputers. Run simulations. You test your theories out, look at results. >>Come back in a couple weeks, >>exactly a potential years. Now. We're seeing a lot of work around collecting data from instruments or whether it's genomic analysis, satellite observations of the planner or of the universe. These aerial generating data in vast quantities, very high rates. And so we need to rethink how we're doing our science to gain insights from this massive data increase with seeing, >>you know, when we first started covering the 10th year, the Cuban So in 2010 if you could look at the high performance computing market as sort of an indicator of some of the things that were gonna happen in so called big data, and some of those things have played out on I think it probably still is a harbinger. I wonder, how are you seeing machine intelligence applied to all this data? And what can we learn from that? In your opinion, in terms of its commercial applications. >>So a CZ we'll know this massive data explosion is how do we gain insights from this data? And so, as I mentioned, we serve equations of things like computational fluid dynamics. But now things are progressing, so we need to use other techniques to gain understanding. And so we're using artificial intelligence and particularly today, deep learning techniques to basically gain insights from the state of Wei. Don't have equations that we can use to mind this information. So we're using these aye aye techniques to effectively generate the algorithms that can. Then you bring patterns of interest to our you know, focused of them, really understand what is the scientific phenomenon that's driving the things particular pattern we're seeing within the data? So it's just beyond the ability of the number of HPC programmers, we have the sort of traditional equation based methodologies algorithms to gain insight. We're moving into this world where way just have outstripped knowledge and capabilities to gain insight. >>So So how does that? How is that being made possible? What are the differences in the architecture that you've had to put in, for example, to make this sort of thing possible? >>Yeah, it's it's really interesting time, actually, a few years ago seemed like computing was starting to get boring because wears. Now we've got this explosion of new hardware devices being built, basically moving into the more of a hetero genius. Well, because we have this expo exponential growth of data. But traditional computing techniques are slowing down, so people are looking at exaggerate er's to close that gap and all sorts of hatred genius devices. So we've really been thinking. How do we change that? The whole computing infrastructure to move from a compute centric world to a memory centric world? And how can we use memory driven computing techniques to close that gap to gain insight, so kind of rethinking the whole architectural direction basically merge, sort of collapsing down the traditional hierarchy you have, from storage to memory to the CPU to get rid of the legacy bottlenecks in converting protocols from process of memory storage down to just a simple basically memory driven architecture where you have access to the entire data set you're looking at, which could be many terabytes to pad of eyes to exabytes that you can do simple programming. Just directly load store to that huge data set to gain insights. So that's that's really changed. >>Fascinating, isn't it? So it's the Gen Z. The hope of Gen Z is actually taking place now. >>Yes, so Gen Z is an industry led consulting around a memory fabric and the, you know, Hewlett Packard Enterprise Onda whole host of industry partners, a part of the ecosystem looking at building a memory fabric where people can bring different innovations to operate, whether it's processing types, memory types, that having that common infrastructure. I mean, there's other work to in the industry the Compute Express Link Consortium. So there's a lot of interest now in getting memory semantics out of the process, er into a common fabric for people to innovate. >>Do you have some examples of where this is making a difference now, from from the work in the H B and your commercial work? >>Certainly. Yeah, we're working with customers in areas like precision medicine, genomex basically exaggerating the ability to gain insights into you know what medical pathway to go on for a particular disease were working in cybersecurity. Looking at how you know, we're worried about security of our data and things like network intrusion. So we're looking at How can you gain insights not only into known attacking patterns on a network that the unknown patents that just appearing? So we're actually a flying machine learning techniques on sort of graft data to understand those things. So there's there's really a very broad spectrum where you can apply these techniques to Data Analytics >>are all scientists now, data scientists. And what's the relationship between sort of a classic data scientist, where you think of somebody with stats and math and maybe a little bit of voting expertise and a scientist that has much more domain expertise you're seeing? You see, data scientists sort of traversed domains. How are those two worlds coming together? >>It's funny you mentioned I had that exact conversation with one of the members of the Cosmos Group in Cambridge is the Stephen Hawking's cosmology team, and he said, actually, he realized a couple of years ago, maybe he should call himself a day two scientists not cosmologist, because it seemed like what he was doing was exactly what you said. It's all about understanding their case. They're taking their theoretical ideas about the early universe, taking the day to measurements from from surveys of the sky, the background, the cosmic background radiation and trying to pair these together. So I think your data science is tremendously important. Right now. Thio exhilarate you as they are insights into data. But it's not without you can't really do in isolation because a day two scientists in isolation is just pointing out peaks or troughs trends. But how do you relate that to the underlying scientific phenomenon? So you you need experts in whatever the area you're looking at data to work with, data scientists to really reach that gap. >>Well, with all this data and all this performance, computing capacity and almost all its members will be fascinating to see what kind of insights come out in the next 10 years. Michael, thanks so much for coming on. The Cube is great to have you. >>Thank you very much. >>You're welcome. And thank you for watching. Everybody will be right back at Micron Insight 2019 from San Francisco. You're watching the Cube

Published Date : Oct 24 2019

SUMMARY :

Brought to you by Micron. Michael, good to see you again. So you're talking about HBC on a panel today? So I've come from the As you say, you're sitting on a panel talking about high performance computing and the impact on science. traditionally science of space around how you put equations into supercomputers. to gain insights from this massive data increase with seeing, you know, when we first started covering the 10th year, the Cuban So in 2010 if So it's just beyond the ability of the number merge, sort of collapsing down the traditional hierarchy you have, from storage to memory So it's the Gen Z. The hope of Gen Z is actually a memory fabric and the, you know, to gain insights into you know what medical pathway to go on for a where you think of somebody with stats and math and maybe a little bit of voting expertise and So you you need experts in whatever to see what kind of insights come out in the next 10 years. And thank you for watching.

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Evan Kirstel | Micron Insight 2019


 

>>live from San Francisco. It's the Q covering Micron Insight 2019 to You by Micron. >>We're back to Pier 27 in lovely San Francisco, Everybody. I'm Dave a lot with my co host, David Floy Er and you're watching the Cube, the leader and live tech coverage. Evan cursed Ellis here. He's a social digital influencer. First time in the Cube. Evan, Great to see you. >>Thanks for having me. First time's the best. >>You Very well. And it is beautiful. Out him in October is the best month in San Francisco. Way better way warmer than July. I mean, you live out here. Holy cow. All right, let's get right into it. You're just fresh off of mobile work. World Congress down in L. A. >>This morning. Yeah, five g on the brain's >>s. So what do we need to know about five g? You >>know, I think my big takeaway as an industry observer is that five g Israel, and it's now I mean, we've seen 5 10 years, maybe of hype, an expectation and marketing buzz and even spin. But I think we're now in the business of practical deployments, scaling rollouts of networks and that's, you know, as a industry observers, quite exciting. >>So what is five g mean for the average user? I mean, is it gonna be like going from dial up toe, high speed Internet or, you know, it's gonna be interesting. >>The average user, I think we'll experience, you know, like a 10 x increase in their current experience on mobile in terms of uploads and downloads and speed and Leighton see, And that kind of thing, which is super exciting, it's it's gonna blow people's mind. >>An ex stoked to get a 10 extra. When can I get this? >>It's when and it's where, right? I mean, if you look at how these networks are evolving, there are hundreds of thousands of small cells of base stations that have to be deployed naturally to get five G ubiquitous across the country. So it's it's when it's where it's how. But we're here. We're at the starting point and look for the next years and months ahead to see that riel attraction. >>If I look now when I travel around the country, I still have four G. I still have three g. I still have edge. I have a ll the old ones are still there, and it's taken forever, even just to get to 40. So isn't lesson. Isn't the rollout of this going to take a long time ago or 10 year horizon? >>I think, to get ubiquitous coverage indoor, outdoor, suburban, urban, rural It's going to take 10 years. But if you look at those hot spots that generate a lot of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, you know, the Bruins playing in Boston Garden I mean those air where five G is really going to come into play first and then it's going to sort of go outside of those urban dense areas. >>You mean like the fan experience in the fan experience in the venue >>is huge? I mean, if you go to any you know, baseball, basketball, football game, you know what the experience is like Pretty pretty bad, right? So horrible. So those kind of hot spots are ripe for five g like right away today. Now, >>so by the way, David, sometimes I get five g on my that's right, and I feel like it's fake. Five years like HD ready. What's that all about? Well, you know, >>these networks evolve, and so the carriers are maximizing for G, including biggest speed on four G and five. Gene is really if overlay to these existing networks. And so, as you get your next Samsung, you know five G enabled devices. Apple next year comes out with a five G iPad. You'll then begin to use. The service is as you use your existing device. >>Can you help us understand the fundamental architecture of five G? My understanding is it's, you know, no basis more distributed on. That's part of the reason why it's taking so long to roll out. But what do we need to know about that E? >>I think it's a brand new editor interface. So if you think about the current radio on for G, they reinvented the wheel with five G, which means you can support a huge number of endpoints of I o. T devices of wearables of home access points. And so it enables almost a 10 to 100 ex war devices in terms of scale. So while the end user may think this is business as usual, what's really happening on the network side is pretty revolutionary And once the networks are primed and built and ready, what's gonna be happening on the device side is gonna be really extraordinary. You're talking about a K A video on a mobile device or augmented reality through in new kinds of glasses. And so it's sort of a chicken and a little bit. You know what? She's gonna come first, the network or the incredible new devices. So we're seeing now the network's being put in place for those wave of devices, >>which makes sense. Device manufactures don't want over rotate into something that's not quite. >>But if you look at the network, it's you have to have a lot of device is very close to each other. I in my area that all these the holdings holding these hearings about radiation, everything else like that, which is never, never really a problem unless you're underneath. >>Yeah. I mean, there's a lot of fun, you know, fear, uncertainty around five G. >>Yeah, and I'm just the practical thing. You gotta have all of these lots of these very close in the The exposure to having a gap of some sort is pretty high. >>Yeah, I think it's an issue of frequencies as well. Right now, we're seeing very high frequency five deployed for those dense urban suburban areas. We're going to Seymour Spectrum rolled out next year. The FCC is putting out new auction so you'll see lower bit rate five g rolled out for suburban and rural areas. So it's a It's a work in progress, but the fact that we have first devices first silicon for software first networks. It's kind of a big inflection >>point, but some bumps. I'm inferring this ATT the back end. It could be a lot of machine to machine communications, so that's kind of sets up this whole coyote and an edge discussion. And of course, that means more data. What can you tell us about how that's going to affect really the amount of data and how we use that data? >>The data explosion is extraordinary. I mean, we experience this as early adopters here at the table every day, and so no one's ever said, you know, my network is fast enough is good enough, secure enough. There's always that insatiable appetite now, given the connected world in which we live. And so it's not just the network speed it's the input output of the device. I mean, we have Leighton see that frankly, from these networks operates at the speed of the human brain, you know, in in milliseconds, in terms of input output on the network. And so that's really gonna change the user experience to when the way you do gaming or collaboration or video conferencing video calls and all these service is we use today will be much more tuned to how we live and work. >>So dial upto high speed Internet obvious Are you want? I'll update you say you go back. I'm also I know remember this stuff But that was a significant change. Obvious step change, really a step function. Exactly. But subsequent to that it was I could doom. Or but it was just so much more data and acts were flowing through the network that it really didn't change the experience a little bit. Maybe, actually, you know, be careful. I watched the Patriots game on the plane on the NFL app on the way out here, which could probably have done a year or two ago, but so that was that's goodness. But generally speaking, the experience is substantially similar. Will you said a 10 X before? Will the user actually see a difference like that kind of dial up to high speed step function? Or is it going to be sort of a slow roll? >>I think the user will see a big a big improvement because of the efficiencies of the network and the way in which data is kind of throttled and limited. Today, with three and four for G networks, I think more interestingly, is how businesses and enterprises and sm bees will consume. Five g. I mean, there are a lot of antiquated networks out there, whether it's legacy wired Network, D S. L. Whether it's, you know, crappy WiFi that we all experience in hotel rooms, five g has the opportunity to come in and really displace all of that legacy crap that that's in our networks and give users in those enterprises hotels, venues, a brand new experience. And when's the last time you had a bad hotel? WiFi, for the idea of, of getting rid of a legacy network and delivering those high speed service is from a public network. It's her Private networking is a really exciting opportunity for the carriers and, really, for the B two B enterprise. >>Well, the technology suppliers are pumped about their pumped and their >>look at their profitability, their revenue, their sales. Everything's up. >>Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. They have to consume. They have to spend more >>on what a great time in the mobile industry. I mean to be a consumer of devices and service is, I mean, the consumers that businesses are winning in this march. >>So tell us about Mobile World Congress. What was the vibe? It was >>very buzzy. I mean, there were lots of Rhea World applications on display, whether wearable devices for health care and hospital T applications. There were examples of remote controlled autonomous shipping and autonomous trucking monitored, supervised with five G. There were examples of vehicle to vehicle communications for accident, safety purposes being deployed in the next generation of cars baked in, and so five. He's gotten very practical. Now it's like, Okay, we've built this network, we have silicon, we have software we have storage memory out of we deploy it so is very focused on deployment usage and an application. >>If you take that one of automotive, for example, if you're a god, health and life on your If you If you can't guarantee that you've got connectivity toe, what's the value wouldn't do? For example, wouldn't you prefer vehicle to vehicle direct communication, as opposed to going outside to some much faster? >>Exactly. Exactly. And there's a new technology called vehicle Be two extra people vehicle standards that are being baked so that that's not funny. It's based on the five of the family of standards, and so one of the technologies within the five G family is vehicle to vehicle. Qualcomm's doing some amazing work there. And once the automobile manufacturers baked that technology into cars, the car manufacturers can then build in vehicle avoidance, vehicle collision technology and so forth. >>So I'm worried that was some talk about a I right? I mean, lots of talk that mobile world Congress, you're gonna hear a lot about here. What about the ecosystem that's emerging to support five G? There's gotta be a whole value chain specialized chips. I mean, obviously, micron, you know? Yeah, you know, the >>whole supply chain has to come together and Micron powering all of these devices with memory and storage to the application developers to the O E ems to the network providers. And so that ecosystem is getting really baked, fully baked and and integrated. And that was on display at MWC, too. So all these things are coming together, and I think it's pretty exciting. As a long time skeptic like yourself. I saw some real world. >>I say, I'm excited about it. I just I'm just not holding my breath. Don't >>hold your breath. Not >>recommended weight. That's great, Evan. Thanks very much for coming in. Thanks so much. Appreciate your insights. Thanks so much. Thank you for watching. Keep it right there. But it will be back from Micron Insight 2019 from San Francisco. You're watching the Cube?

Published Date : Oct 24 2019

SUMMARY :

It's the Q covering We're back to Pier 27 in lovely San Francisco, Everybody. Thanks for having me. I mean, you live out here. Yeah, five g on the brain's s. So what do we need to know about five g? you know, as a industry observers, quite exciting. up toe, high speed Internet or, you know, it's gonna be interesting. The average user, I think we'll experience, you know, like a 10 x increase in their An ex stoked to get a 10 extra. I mean, if you look at how these networks are evolving, Isn't the rollout of this going to take a long time ago or 10 year horizon? of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, I mean, if you go to any you know, baseball, basketball, football game, Well, you know, And so, as you get your next Samsung, My understanding is it's, you know, no basis more distributed on. So if you think about the current radio which makes sense. But if you look at the network, it's you have to have a lot of device is very close to each in the The exposure to having a gap of some sort is pretty high. but the fact that we have first devices first silicon for software first networks. What can you tell us about how that's going to affect really the amount here at the table every day, and so no one's ever said, you know, my network is fast enough is So dial upto high speed Internet obvious Are you want? the opportunity to come in and really displace all of that legacy crap that that's look at their profitability, their revenue, their sales. Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. I mean to be a consumer of devices So tell us about Mobile World Congress. I mean, there were lots of Rhea World applications on display, It's based on the five of the family I mean, obviously, micron, you know? And so that ecosystem is getting really baked, fully baked and and integrated. I just I'm just not holding my breath. hold your breath. Thank you for watching.

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Wikibon Action Item, Cloud-first Options | Wikibon Conversation, February 2019


 

>> Hi, I'm Peter Burroughs Wellcome to wicked bon action >> item from the Cube Studios in Palo Alto, California So today we've got a great conversation, and what we're going to be talking about is hybrid cloud hybrid. Claude's been in the news a lot lately. Largest consequences from changes made by a Ws is they announced Outpost and acknowledged for the first time that there's going to be a greater distribution of data on a greater distribution of function as enterprise has moved to the cloud. We've been on top of this for quite some time, and it actually coined what we call true hybrid cloud, which is the idea that increasingly, we're going to see a need for a common set of capabilities and services in multiple locations so that the cloud could move to the data and not the data automatically being presumed to move to the cloud. >> Now to have that >> conversation and to reveal some new research on what the cost in value propositions of the different options are available. Today. We've >> got David Foyer. David. Welcome to the Cube. Thank you. So, David, let's start. When we talk about Hybrid Cloud, we're seeing a continuum of different options start to emerge. What are the defining characteristics? >> Yes, we're seeing it could continue him emerging. We have what we've called standalone off course. That one is end of the spectrum on DH. There we have multi cloud, and then we have loosely and tightly coupled, and then we have true and as you go up the spectrum. So the dependence upon data depends on the data plane dependence upon low latent see dependance on writing does a systems of record records. All of those increase as we going from from lonely for High Leighton Sea and High Band with all way up to low late. >> So let me see if I got this right. It's true. I've a cloud is at one end and true. Either cloud is low late and see right on into workloads simplest possible administration. That means we're typically goingto have a common stack in all locations. Next to that is this notion of tightly coupled hybrid cloud, which could be higher late. And see, right oriented could probably has a common set of software on all no common mental state. And then, kind of this. This notion of loosely coupled right multi or hybrid cloud, which is low, high late and see, write or read oriented, which may have just a P I level coordination and commonality and all >> that's right. And then you go down even further to just multi cloud, where you're just connecting things, and each of them is independent off each other. >> So if I'm a CEO and I'm looking at a move to a cloud, I have to think about Greenfield applications and the natural distribution of data for those Greenfield applications. And that's going to help me choose which class of hybrid clawed him and he used. But let's talk about the more challenging from a set of scenarios for most CEOs, which is the existing legacy applications as I cry that Rangel yeah, systems of record. As I try to bring those those cloud like experience to those applications, how am I going through that thought process? >> So we have some choices. The choices are I could move it up to lift and shift up to on a one of the clouds by the large clouds, many of them around. And what if I if I do that what I'm need to be looking at is, what is the cost of moving that data? And what is the cost of pushing that up into the cloud and lost the conversion cast if I need to move to another database, >> and I think that's the biggest one. So it just costs of moving the data, which is just uninterested. It's a cost of format changes at our migration and all the other out conversion changes. >> So what I did in my research was focus on systems of record, the the highly expensive, very, very important systems of record, which obviously are fed by a lot of other things their systems, the engagement analytics, etcetera. But those systems of record have to work. They you need to know if you've taken on order, you need to have consistency about that order. You need to know always that you can recover any data you need in your financials, etcetera. All of that is mission critical systems of record. Andi, that's the piece that I focused on here, and I focused on >> sort of. These are loaded and she >> low, very low, latent, right oriented, very right orientated types of applications. And I focused on the oracle because the majority ofthe systems of record run on Oracle databases on the large scale ones, at least so that's what we're we're focusing on here. So I looking at the different options for a C I O off. How they would go on DH. There are three main options open at the moment. There's there's Arkalyk Cloud Cloud, a customer, which gives thie the cloud experience. There is Microsoft as your stack, which has a a Oracle database version of it on DH outposts. But we eliminated outposts not because it's not going to be any good, but because it's not there yet, is >> you get your Razor John thing. >> That's right. So we focused on Oracle on DH as you and we focused on what was the benefit of moving from a traditional environment where you've got best of breed essentially on site to this cloud environment. >> So if we think about it, the normal way of thinking about this kind of a research is that people talk about R. A Y and historically that's been done by looking by keeping the amount of work that's performed has given constant and then looking at how the different technology components compare from a call standpoint. But a move to cloud the promise of a move to cloud is not predicated on lowering costs per se, but may have other financial considerations, of course, but it's really predicated on the notion of the cod experience, which is intended to improve business results. So we think about our lives being a numerator question. Value is the amount of work you do versus the denominator question, which is what resources are consumed to perform that work. It's not just the denominator side we really need to think about. The numerator side is well, you create. So what? What kind of things are we focused >> on? What we think about that value created his consequence of possibilities and options of the cloud. >> Right? So both are important. So so Obviously, when you move to a cloud environment, you can simplify operations. In particular, you can simplify recovery. You, Khun simplify a whole number of things within the shop and those give you extra resources on. Then the question is, Do you just cash in on those resources and say OK, I've made some changes, Or do you use those resources to improve the ability of your systems to work and one important characteristic off it alight and systems of record in particular is that you get depreciation of that asset. Over time, it becomes less fitted to the environment it has started with, so you have to do maintenance on it. You have to do maintenance and work, and as you know most means most work done in my tea shop is on the maintenance side minutes. An enhancement. It's maintenance. An enhancement, yes. So making more resources available on making it easier to do that maintenance are making less, less things that are going to interfere with that faster time to to to maintenance faster time. Two new applications or improvements is really fundamental to systems of record, so that is the value that you can bring to it. And you also bring value with lower of better availability, higher availability as well. So those are the things that we put into the model to see how the different approaches. And we were looking at really a total one. One supplier being responsible for everything, which was the Oracle environment of Oracle clouded customer to a sort of hybrid invite more hybrid environment where you had the the the work environment where you had the equipment coming from different place vendor that the service, the oracle, the as your service coming from Microsoft and, of course, the database coming then from Arkham itself. And we found from tremendous improvement in the value that you could get because of this single source. We found that a better model. >> So the common source led to efficiencies that then allowed a business to generate new classes of value. Because, as you said, you know, seventy plus percent of a night organ orb business is spending. Biology is associate with maintaining which they're enhancing. What's there in a very limited amount is focused on new greenfield or new types of applications. So if you can reduce the amount of time energy that goes into that heritage set of applications those systems of record, the not opens up that frees up resources to do some of the things >> on DH Having inflexibility now with things like As your stack conned in the future E. W. S off. Putting that resource either on premise or in the cloud, means that you can make decisions about where you process things things about where the data is about, where the data needs to be, the best placement of the data for what you're trying to do >> and that that decision is predicated on things like late in sea, but also regulatory, environment and intellectual property, controlling >> the custom moving data up and down. So the three laws of off off the cloud so having that flexibility of moving, keeping it where you want to, is a tremendous value in again in terms ofthe the speed of deployment on the speed of improved. >> So we'll get to the issues surrounding the denominator side of this. I want to come back to that numerator sites that the denominator again is the resources consumed to deliver the work to the business. But when we talk about that denominator side, know you perhaps opening up additional monies to do new types of development new times of work. But take us through some of the issues like you know what is a cloud experience associated with single vendor Faster development. Give us some of the issues that are really driving the value proposition. Look above the line. >> I mean, the whole issue about cloud is that you go on, take away all of the requirements to deal with the hardware deal with the orchestration off the storage deal with all of these things. So instead of taking weeks, months to put in extra resources, you say I want them on is there. >> So you're taking out administrate your taking administrative tasks out of the flow out of the flow, and as a consequence, things happen. Faster is the time of values. One of the first one. Give us another one. >> So obviously the ability to no I have it's a cloud environment. So if you're a vendor of that cloud, what you want to be able to do is to make incremental changes quickly, as opposed to awaiting for a new release and work on a release basis. So that fundamental speed to change speed to improve, bring in new features. Bringing new services a cloud first type model that is a very powerful way for the vendor to push out new things. And for the consumer, too, has absorbed them. >> Right? So the first one is time to value, but also it's lower cost to innovation. >> Yes, faster innovation ability to innovate. And then the third. The third most important part is if you if you re invest those resources that you've saved into new services new capabilities of doing that. To me, the most important thing long term for systems of record is to be able to make them go faster and use that extra Leighton see time there to bring in systems off systems of analytics A. I systems other systems on provide automation of individual business processes, increased automation that is gonna happen over time. That's that's a slow adding to it. But it means you can use those cloud mechanisms, those additional resources, wherever they are. You can use those to provide a clear path to improving the current systems of record. And that is a much faster and more cost effective way than going in for a conversion or moving the data upto the cloud or shifting lift and shift. For these types of acts, >> what kind of they're all kind of related? So I get, I get. I get superior innovation speeds because I'm taking new technology and faster. I get faster time to value because I'm not having to perform much of tasks, and I could get future could imbue additional types of work in support of automation without dramatically expanding the transactional wait and see on arrival rate of turns actions within the system of record. Okay, So how did Oracle and Azure with Oracle stack up in your analysis? >> So first of all, important is both a viable solutions. They both would work okay, but the impact in terms of the total business value, including obviously any savings on people and things like that, was two hundred nineteen eighty three hundred million dollars additional. This was for Robert to come in for a a Fortune two thousand customer, so it was around two billion dollars. So a lot of money over five years, a lot of money. Either way, you would save two hundred million if you were with with the zero but three hundred with the oracle, so that that to me, is far, far higher than the costs of I T. For that particular company, it's It is a strategic decision to be able to get more value out quicker. And for this class of workload on Oracle than Arkalyk, Cloud was the best decision to be absolutely fair If you were on Microsoft's database. And you wanted to go to Microsoft as you. That would be the better bet you would. You would get back a lot of those benefits, >> so stay with him. The stack, if you can't. Correct. All right, So So two billion dollars a year. Five years, ten billion dollars in revenue, roughly between two hundred million and saving for one Congress all around three. Treasure Quest. Oracle three hundred millions were one percent swing. Talk to us about speed value. What >> happens in the numerator side of that equation >> S Oh, so it is lower in caste, but you have a higher. The cast of the actual cloud is a little a little higher. So overall, the pure hardware equipment Cass is is awash is not going to change much. It might be a little bit more expensive. You make the savings a cz? Well, because of the people you less less operators, simpler environment. Those are the savings you're going to make. And then you're going to push those back into into the organization a cz increased value that could be given to the line of business. >> So the closure of the researchers If your CEO, you look at your legacy application going to be difficult to move, and you go with stack. That's best for those legacy applications. And since the vast majority of systems of record or running all scale large scale, then that means work. A cloud of customers is a superior fit for most from a lot of chances. So if you're not there, though, when you look at other options, all right, David Floy er thank you. Thanks very much for being on the Cube today, and you've been watching other wicked bon action >> item from the Cube Studios and Power Rialto, California on Peter Burke's Thanks very much for watching.

Published Date : Feb 4 2019

SUMMARY :

capabilities and services in multiple locations so that the cloud could move to the data conversation and to reveal some new research on what the cost in value propositions of the different options are What are the defining characteristics? So the dependence upon data Next to that is this notion of tightly coupled And then you go down even further to just multi cloud, So if I'm a CEO and I'm looking at a move to a cloud, I have to think about Greenfield and lost the conversion cast if I need to move to another database, So it just costs of moving the data, which is just uninterested. You need to know always that you can recover any data you These are loaded and she So I looking at the different So we focused on Oracle on Value is the amount of work you do versus What we think about that value created his consequence of possibilities and options of the cloud. of record, so that is the value that you can bring to it. So the common source led to efficiencies that then allowed a business to generate new premise or in the cloud, means that you can make decisions about where you process things So the three laws of again is the resources consumed to deliver the work to the business. go on, take away all of the requirements to deal with the hardware One of the first one. So obviously the ability to no So the first one is time to value, but also it's lower cost in for a conversion or moving the data upto the cloud or shifting lift I get faster time to value because I'm not having to is far, far higher than the costs of I T. For that particular company, Talk to us about speed value. Well, because of the people you less less operators, simpler environment. So the closure of the researchers If your CEO, you look at your legacy application going to be difficult to

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