Martin Glynn, Dell Technologies & Clarke Patterson, Snowflake | Dell Technologies World 2022
>> theCube presents Dell Technologies World, brought to you by Dell. >> Hi everyone, welcome back to Dell Technologies World 2022. You're watching theCube's coverage of this, three-day coverage wall to wall. My name is David Vellante John Furrier's here, Lisa Martin, David Nicholson. Talk of the town here is data. And one of the big announcements at the show is Snowflake and Dell partnering up, building ecosystems. Snowflake reaching into on-prem, allowing customers to actually access the Snowflake Data Cloud without moving the data or if they want to move the data they can. This is really one of the hotter announcements of the show. Martin Glynn is here, he's the Senior Director of Storage Product Management at Dell Technologies. And Clark Patterson, he's the Head of Product Marketing for Snowflake. Guys, welcome. >> Thanks for having us. >> So a lot of buzz around this and, you know, Clark, you and I have talked about the need to really extend your data vision. And this really is the first step ever you've taken on-prem. Explain the motivation for this from your customer's perspective. >> Yeah. I mean, if you step back and think about Snowflake's vision and our mission of mobilizing the world's data, it's all around trying to break down silos for however customers define what a silo is, right? So we've had a lot of success breaking down silos from a workload perspective where we've expanded the platform to be data warehousing, and data engineering, and machine learning, and data science, and all the kind of compute intensive ways that people work with us. We've also had a lot of success in our sharing capabilities and how we're breaking down silos of organizations, right? So I can share data more seamlessly within my team, I can do it across totally disparate organizations, and break down silos that way. So this partnership is really like the next leg of the stool, so to speak, where we're breaking down the silos of the the data and where the data lives ultimately, right? So up until this point, Cloud, all focus there, and now we have this opportunity with Dell to expand that and into on-premises world and people can bring all those data sets together. >> And the data target for this Martin, is Dell ECS, right? Your object store, and it's got S3 compatibility. Explain that. >> Yeah, we've actually got sort of two flavors. We'll start with ECS, which is our turnkey object storage solution. Object storage offers sort of the ultimate in flexibility, you know, potential performance, ease of use, right? Which is why it fits so well with Snowflake's mission for sort of unlocking, you know, the data within the data center. So we'll offer it to begin with ECS, and then we also recently announced our software defined object scale solution. So add even more flexibility there. >> Okay. And the clock, the way it works is I can now access non-native Snowflake data using what? Materialized views, external tables, how does that work? >> Some combination of all the above. So we've had in Snowflake a capability called external tables which we refer to, it goes hand in hand with this notion of external stages. Basically through the combination of those two capabilities, it's a metadata layer on data wherever it resides. So customers have actually used this in Snowflake for data lake data outside of Snowflake in the Cloud up until this point. So it's effectively an extension of that functionality into the Dell on-premises world, so that we can tap into those things. So we use the external stages to expose all the metadata about what's in the Dell environment. And then we build external tables in Snowflake so that data looks like it is in Snowflake. And then the experience for the analyst or whomever it is, is exactly as though that data lives in the Snowflake world. >> Okay. So for a while you've allowed non-native Snowflake data but it had to be in the Cloud. >> Correct. >> It was the first time it's on-prem, >> that's correct >> that's the innovation here. Okay. And if I want to bring it into the Cloud, can I? >> Yeah, the connection here will help in a migration sense as well, right? So that's the good thing is, it's really giving the user the choice. So we are integrating together as partners to make connection as seamless as possible. And then the end user will say like, look I've got data that needs to live on-premises, for whatever reasons, data sovereignty whatever they decide. And they can keep it there and still do the analytics in another place. But if there's a need and a desire to use this as an opportunity to migrate some of that data to Cloud, that connection between our two platforms will make that easier. >> Well, Michael always says, "Hey, it's customer choice, we're flexible." So you're cool with that? That's been the mission since we kind of came together, right? Is if our customers needed to stay in their data center, if that makes more sense from a cost perspective or, you know, a data gravity perspective, then they can do that. But we also want to help them unlock the value of that data. So if they need to copy it up to the public Cloud and take advantage of it, we're going to integrate directly with Snowflake to make that really easy to do. >> So there are engineering integrations here, obviously that's required. Can you describe what that looks like? Give us the details on when it's available. >> Sure. So it's going to be sort of second half this year that you'll see, we're demoing it this week, but the availability we second half this year. And fundamentally, it's the way Clark described it, that Snowflake will reach into our S3 interface using the standard S3 interface. We're qualifying between the way they expect that S3 interface to present the data and the way our platform works, just to ensure that there's smooth interaction between the two. So that's sort of the first simplest use case. And then the second example we gave where the customer can copy some of that data up to the public Cloud. We're basically copying between two S3 buckets and making sure that Snowflake's Snowpipe is aware that data's being made available and can easily ingest it. >> And then that just goes into a virtual warehouse- >> Exactly. >> and customer does to know or care. >> Yep Exactly. >> Yeah. >> The compute happens in Snowflake the way it does in any other manner. >> And I know you got to crawl, walk, run second half of this year, but I would imagine, okay, you're going to start with AWS, correct? And then eventually you go to other Clouds. I mean, that's going to take other technical integrations, I mean, obviously. So should we assume there's a roadmap here or is this a one and done? >> I would assume that, I mean, based on our multi-Cloud approach, that's kind of our approach at least, yeah. >> Kind of makes sense, right? I mean, that would seem to be a natural progression. My other thought was, okay, I've got operational systems. They might be transaction systems running on a on a PowerMax. >> Yeah. >> Is there a way to get the data into an object store and make that available, now that opens up even more workloads. I know you're not committing to doing that, but it just, conceptually, it seems like something a customer might want to do. >> Yeah. I, a hundred percent, agree. I mean, I think when we brought our team together we started with a blank slate. It was what's the best solution we can build. We landed on this sort of first step, but we got lots of feedback from a lot of our big joint customers about you know, this system over there, this potential integration over here, and whether it's, you know, PowerMax type systems or other file workloads with native Snowflake data types. You know, I think this is just the beginning, right? We have lots of potential here. >> And I don't think you've announced pricing, right? It's premature for that. But have you thought about, and how are you thinking about the pricing model? I mean, you're a consumption based pricing, is that kind of how this is going to work? Or is it a sort of a new pricing model or haven't you figured that out yet? >> I don't know if you've got any details on that, but from a Snowflake perspective, I would assume it's consistent with how our customers engage with us today. >> Yeah. >> And we'll offer both possibilities, right? So you can either continue with the standard, you know, sort of CapEx motion, maybe that's the most optimal for you from a cost perspective, or you can take advantage through our OpEx option, right? So you can do consumption on-prem also. >> Okay. So it could be a dual model, right? Depending on what the customer wants. If they're a Snowflake customer, obviously it's going to be consumption based, however, you guys price. What's happening, Clark, in in the market? Explain why Snowflake has so much momentum and, you know, traction in the marketplace. >> So like I spent a lot of time doing analysis on why we win and lose, core part of my role. And, you know, there's a couple of, there's really three things that come up consistently as to why people people are really excited about Snowflake platform. One is the most simplest thing of all. It feels like is just ease of use and it just works, right? And I think the way that this platform was built for the Cloud from the ground up all the way back 10 years ago, really a lot allows us to deliver that seamless experience of just like instant compute when you want it, it goes away, you know, only pay for what you use. Very few knobs to turn and things like that. And so people absolutely love that factor. The other is multi-Cloud. So, you know, there's definitely a lot of organizations out there that have a multi-Cloud strategy, and, you know, what that means to them can be highly variable, but regardless, they want to be able to interact across Clouds in some capacity. And of course we are a single platform, like literally one single interface, consistent across all the three Cloud providers that we work upon. And it gives them that flexibility to mix and match Cloud infrastructure under any Snowflake however they see fit. The last piece of it is sharing. And, you know, I think it's that ability as I kind of alluded to around like breaking down organizational silos, and allow people to be able to actually connect with each other in ways that you couldn't do before. Like, if you think about how you and I would've shared data before, I'd be like, "Hey, Dave, I'm going to unload this table into a spreadsheet and I'm going to send it over in email." And there's the whole host of issues that get introduced in that and world, now it's like instantly available. I have a lot of control over it, it's governed it's all these other things. And I can create kind of walled gardens, so to speak, of how far out I want that to go. It could be in a controlled environment of organizations that I want to collaborate with, or I can put it on our marketplace and expose it to the whole world, because I think there's a value in that. And if I choose I can monetize it, right? So those, you know, the ease of use aspect of it, absolutely, it's just a fantastic platform. The multi-Cloud aspect of it and our unique differentiation around sharing in our marketplace and monetization. >> Yeah, on the sharing front. I mean, it's now discoverable. Like if you send me an email, like what'd you call that? When did you send that email? And then the same time I can forward that to somebody else's not governed. >> Yeah. >> All right. So that just be creates a nightmare for the compliance. >> Right. Yeah. You think about how you revoke access in that situation. You just don't, right? Now I can just turn it off and you go in to run your query. >> Don't get access on that data anymore. Yeah. Okay. And then the other thing I wanted to ask you, Clark is Snowflake started really as analytics platform, simplifying data warehousing, you're moving into that world of data science, you know, the whole data lake movement, bringing those two worlds together. You know, I was talking to Ben Ward about this, maybe there's a semantic layer that helps us kind of talk between those two worlds, but you don't care, right? If it's in an object store, it can play in both of those worlds, right? >> That's right. >> Yeah, it's up to you to figure it out and the customer- >> Yeah. >> from a storage standpoint. Here it is, serve it up. >> And that's the thrust of this announcement, right? Is bringing together two great companies, the Dell platform, the Snowflake platform, and allowing organizations to bring that together. And they decide like it, as we all know, customers decide how they're going to build their architecture. And so this is just another way that we're helping them leverage the capabilities of our two great platforms. >> Does this push or pull or little bit of both? I mean, where'd this come from? Or customers saying, "Hey, it would be kind of cool if we could have this." Or is it more, "Hey, what do you guys think?" You know, where are you at with that? >> It was definitely both, right? I mean, so we certainly started with, you know, a high level idea that, you know, the technologies are complimentary, right? I mean, as Clark just described, and at the same time we had customers coming to us saying, "Hey, wait a minute, I'm doing this over here, and this over here, how can I make this easier?" So that was like I said, we started with a blank sheet and lots of long customer conversations and this is what resulted. So >> So what are the sequence of events to kind of roll this out? You said it's second half, you know, when do you start getting customers involved? Do you have your already, you know, to poke at this and what's that look like? >> Yeah, sure. I can weigh in there. So, absolutely. We've had a few of our big customers that have been involved sort of in the design already who understand how they want to use it. So I think our expectation is that now that the sort of demonstrations have been in place, we have some pre functionality, we're going to see some initial testing and usage, some beta type situations with our customers. And then second half, we'll ramp from there. >> It's got to be a huge overlap between Dell customers and Snowflake customers. I mean, it's hundred billion. You can't not bump into Dell somewhere. >> Exactly. Yeah, you know. >> So where do you guys want to see this relationship go, kind of how should we measure success? Maybe you could each give your perspectives of that. >> I mean, for us, I think it's really showing the value of the Snowflake platform in this new world where there's a whole new ecosystem of data that is accessible to us, right? So seeing those organizations that are saying like, "Look, I'm doing new things with on-premises data that I didn't think that I could do before", or, "I'm driving efficiency in how I do analytics, and data engineering, and data science, in ways that I couldn't do before," 'cause they were locked out of using a Snowflake-like technology, right? So I think for me, that's going to be that real excitement. I'm really curious to see how the collaboration and the sharing component comes into this, you know, where you can think of having an on-premises data strategy and a need, right? But you can really connect to Cloud native customers and partners and suppliers that live in the Snowflake ecosystem, and that wasn't possible before. And so that is very conceivable and very possible through this relationship. So seeing how those edges get created in in our world and how people start to collaborate across data, both in the Cloud and on-prem is going to be really exciting. >> I remember I asked Frank, it was kind of early in the pandemic. I asked him, come on, tell me about how you're managing things. And he was awesome. And I asked him to at the time, you know, "You're ever going to do, you know, bring this platform on-prem?" He's like unequivocal, "No way, that's never going to happen. We're not going to do it halfway house ware Cloud only." And I kept thinking, but there's got to be a way to expand that team. There's so much data out there, and so boom, now we see the answer . Martin, from your standpoint, what does success look like? >> I think it starts with our partnership, right? So I've been doing this a long time. Probably the first time I've worked so closely with a partner like Snowflake. Joint customer conversations, joint solutioning, making sure what we're building is going to be really, truly as useful as possible to them. And I think we're going to let them guide us as we go forward here, right? You mentioned, you know, systems or record or other potential platforms. We're going to let them tell us where exactly the most value will come from the integration between the two companies. >> Yeah. Follow data. I mean, remember in the old days a hardware company like Dell would go to an ISP like Snowflake and say, "Hey, we ran some benchmarks. Your software runs really fast on our hardware, can we work together?" And you go, "Yeah, of course. Yeah, no problem." But wow! What a different dynamic it is today. >> Yeah. Yeah, absolutely. >> All right guys. Hey, thanks so much for coming to theCube. It's great to see you. We'll see you at the Snowflake Summit in June. >> Snowflake Summit in a month and a half. >> Looking forward to that. All right. Thank you again. >> Thank you Dave. >> All right. Keep it right there everybody. This is Dave Vellante, wall to wall coverage of Dell Tech World 2022. We'll be right back. (gentle music)
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brought to you by Dell. And one of the big So a lot of buzz around this the stool, so to speak, And the data target for this for sort of unlocking, you know, the way it works is I can now access of Snowflake in the Cloud but it had to be in the Cloud. it into the Cloud, can I? So that's the good thing is, So if they need to copy Can you describe what that looks like? and the way our platform works, the way it does in any other manner. And I know you got to crawl, walk, run I mean, based on our multi-Cloud approach, I mean, that would seem to and make that available, and whether it's, you is that kind of how this is going to work? I don't know if you've maybe that's the most optimal for you What's happening, Clark, in in the market? and expose it to the whole world, Yeah, on the sharing front. So that just be creates a You think about how you revoke you know, the whole data lake movement, Here it is, serve it up. And that's the thrust of You know, where are you at with that? and at the same time we had customers now that the sort of It's got to be a huge Yeah, you know. So where do you guys want that live in the Snowflake ecosystem, And I asked him to at the time, you know, You mentioned, you know, I mean, remember in the old days We'll see you at the Thank you again. of Dell Tech World 2022.
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Itzik Reich, Dell Technologies & Magi Kapoor, Dell Technologies | Dell Technologies World 2022
>> The Cube presents Dell Technologies World brought to you by Dell. >> Good evening, welcome back to the Cube's coverage of Dell Technologies World, live from the show floor in Las Vegas. Lisa Martin, Dave Vellante. We've been here two and a half days. We've unpacked a lot of announcements in the last couple days, and we're going to be doing a little bit more of that for our final segment. We've got a couple of guests joining us. Itzik Reich, the VP of the Technologist ISG at Dell and Magi Kapoor Director of Storage Product Management at Dell. Guys, welcome. >> Thank you for having us. >> So great to be back in person. I'm sure great for all of you to see customers and partners and your team that you probably haven't seen in quite a while. But Itzik we want to, we want to start with you VP of the Technologists. That sounds like a, like you need to wear a cape or something. >> Right? Yeah. I wish I do sometimes >> Talk about that role and what you do. >> Right, so our role, we have an outbound part and an inbound part. From an outbound perspective, our role is to ensure that our customers are knowing where we going from a technology perspective. And we do it via conferences or customer calls or via blogs, and think of that nature. But as important, we also have an inbound role to ensure that our employees are knowing where we're going. You can imagine they're a very large company. Not every engineer or any other role knows exactly what we are doing in that space, especially around innovation. So we also ensure that they understand it internally about where we going into that nature. And as a side role, I also have a side job which is to be responsible for our container strategy which has started couple of years ago which I'm sure we're going to talk about today. >> Yeah, that's-- >> Got a side gig. My goodness. >> That's right. >> Maggie, lots of announcements in the last couple of days. Great attendance here. Seven to 8,000 people. Dell's coming off its best year ever, north of 100 billion in revenue and FY 22, 17% year on year growth. What are some of the things that excite you about the strategic direction that Dell is going in with its partners, with the hyperscalers storage bringing it to the hyperscalers? >> Yeah. No lots of great announcements. It's been an exciting week. Like you said, it's been great to be back in person, have these face to face meetings and, you know, see the customers, have presentations in person. Like I feel like we haven't done that in forever. So it's felt really, really great. And announcements, it's been incredible. Like the two keynotes that we had on Monday and Tuesday were both incredible. And so I'd like to talk about a couple of key ones, you know, so just to let you know, I'm a director of product management and I'm responsible for a bunch of pan-ISG initiatives, DevOps and our container strategy being one of those items. And so, you know, we're at this cusp where there are, you know, customers that are on this journey of, you know, developers coming up to speed with multicloud being one of the key areas. We've heard that a lot this week, right? And what I loved about Chuck's keynote when he talked about, you know, a multicloud by default and how we're working to change that to be multicloud for design by design, right? And so what we mean by that is, and DevOps plays a very key role there, right? In the last few years developers have had this opportunity to pick different multi from different multi clouds, right? And develop the applications wherever they find the right tool sets. But that's creating havoc with IT operations because IT has worked in it in different ways, right? So what we're trying to do with DevOps is really bridge the gap between the developers and the IT ops and make it more frictionless. And project Alpine is one of the key ones to make that, you know, to bring that bridge together. Really bring that operational consistency across on-prem and the public clouds and colo facilities and Edge and everything that we've talked about. So project Alpine is really key to the success of DevOps that we're driving across. And then the other thing that I would like to call out in terms of announce and Chuck brought that up on Monday was our focus on developers. And we have a portal called developer.dell.com which we announced and launched in January of this year. Right? It's think of that as our one stop shop for all of our APIs. You heard from Caitlin, you heard from a lot of our leaders that we have been on this journey of having a API first approach to everything we're doing be it products, be it features, functionality. And so the developer portal is the place where we're putting all of our ISG APIs and not just having a one stop shop but standardizing on APIs, which is really key. >> We just spoke to Shannon Champion and Gemma from Salesforce. And we talked about how we entered last decade for visioning lungs. And now we're programming infrastructure. So really interested in your container strategy, your DevOps strategy. How did it start? How was it evolving? Where are you in the spectrum? You know, where are customers in that maturity? Let's dig in >> 2015, I believe was the year when DockerCon their CTO went on stage and they explained their customer that they shouldn't care about storage. They should design their applications running in containers in the 12 factor way, designed to fail, storage doesn't matter. And I remember scratching my head because I was hearing this one before. If there's one thing that I've learned both as a customer and later on as an employee of a storage company at the time, is that customers care about data and they care a lot about their data. Especially if it's not available. It's a bad day for the customer and possibly a very bad day for me as well. And so we actually, at the time, work with a startup called Cluster HQ to offer persistent volumes for Kubernetes. That startup eventually went down of business. But Google took over the some part of the intellectual property and came with an API called CSI. Which does not stand for your famous TV show. It's actually an acronym for container storage interface. And the CSI role in life is to be able to provide persistent volume from a storage array to Kubernetes. So we start working with Google, just like many other vendors in order to ensure that our stands outs are part of the CSI stand out. And we start to providing CSI interfaces for our storage arrays. And that's how all of these things started. We started to get more and more customers telling us I'm going all in with Kubernetes and I need you to support me in that journey. But what we've also learned is that Kubernetes similarly in a way to the open stock days is very fragmented. There are many distributions that are running on the top of Kubernetes. So seed side itself is not just the end of it. Many customer wants day to be working with VMware (indistinct) with zoo or with red OpenShift or with Rancher. So we need to do different adjustments for each one of these distributions in order to ensure that we are meeting the customer where they are today but also in the future as well. >> Yeah, and Kubernetes back in 2015 was, you know, pretty immature. We were focused on simplicity. You had Mesos doing, you know, more sophisticated things, you know, cluster HQ, obvious. And now you see Kubernetes moving into that realm tackling all those, a lot of those problems. So where does storage fit into that resilient resiliency equation? >> Yeah, so, you know, I think storages are key. What we're hearing a lot from customers is they have infrastructure in place already and they want to take advantage of cloud native and modernizing their applications whether they're the legacy applications or as they're building new applications. So how do really take advantage of the infrastructure that they have invested in? And they love, and they need. I mean, the reason why our customers love our products is because of the enterprise and the data management capabilities that we provide, right? Be it PowerMax for our gold standards on SRDF replication, for instance, they want to make sure that they leverage all of that as they are containerizing their applications. So the piece that Itzik talked about with the CSI plugins, that gives customers the opportunity to take advantage of the infrastructure that's already in place, take advantage of all the enterprise capabilities that it provides but yet take advantage of cloudifying, if I can say, the applications that they're doing, right? And then on top of that we also have what we call our CSM modules which is the container storage modules which is so, you know, going back again, we, CSI industry stack spec standards, you know, customers started to use it. And what we heard from our customers was, this is great but it has very minimum capabilities, right? Very basic ones. And we love your enterprise products. We want enterprise capabilities with it. So we've been working with CNCF very closely on, you know, working on contributions. But what we have realized is that they're, the community is still far from delivering some of these enterprise capabilities. So we came up with container storage modules which is an extension of CSI modules but to add those enterprise capabilities, you know, be it observability, be it replication, authorization, resiliency. These are the things that customers wanted to use enterprise storage when it comes to containers. And that's what we've been delivering on with our container storage modules. I do want to call out that all of our CSM modules just like CSI are all open source. That's what developers want. They don't want it closed source. And so we're listening to them and we're creating all of this in open source waiting, you know, and wanting them to contribute to the court. So it's not just us doing, you know and writing what we want but we also want the community to contribute. >> You're committing resources there, publishing them, it's all open source? >> Exactly. >> That's the contribution. >> And working with CNCF to see if they can be standardized across the board not just for Dell customers. >> Is that a project going, is that your ideal? It that becomes a project within CNCF or is it? >> That's our goal. Yes. We're definitely working and influencing. We'll see how it goes. >> More committers. Just keep throwing committers at it. >> Support these day is done via slack channel. So if we're changing the way that we run interacting with our customers that are now the developers themselves via slack channel. You don't need to call 100, 800 Dell to get a support case. >> So I'm interested in, you mentioned project Alpine, and it was very interesting to me to see that. You know, you guys talk about multicloud. I try to take it to another level. I call it super cloud and that's this abstraction layer. You know, some people laugh at that, but it has meaning. Multi-cloud is going to multivendor by default. And my premise is data ultimately is going to stay where it belongs in place. And then this mesh evolves, not my word, Jamoc Degani kind of invented. And there needs to be standards to be able to share data and govern that data. And it's wide open now. There are no standards there. And I think open sources has an opportunity as opposed to a defacto standard that would emerge. It seems to be real white space there. I think a company like Dell could provide that self-service infrastructure to those data points on the mesh and standards or software that governs that in a computational way. Is that something that's, you know, that super cloud idea is a reality from a technologist perspective? >> I think it is. So for example, Katie Gordon, which I believe you interviewed earlier this week, was demonstrating the Kubernetes data mobility aspect, which is another project. That's exactly power part of the its rational, the rationale of customers being able to move some of their Kubernetes workloads to the cloud and back and between different clouds. Why we doing it? Because customers wants to have the ability to move between different cloud providers using a common API that will be able to orchestrate all of those things with a self-service that may be offered via the apex console itself. So it's all around enabling developers and meeting them where they are today and also meeting them in tomorrow's world where they actually may have changed their mind to do those things. So, yes, we are working on all of those different aspects. >> Dell meeting the developers where they are. Guys thank you so much for joining David and me and unpacking that. We appreciate your insights and your time. >> Thank you so much for having us. >> Thank you. >> Thank you. Speaking of unpacking, Lisa. We're unpacking Dell tech world. >> They're packing up around us. Exactly. We better go. We want to thank you for watching The Cube's two and a half days of live coverage of Dell Technologies world. Dave it's been great to co-host with you, be back in person. >> Thank you Lisa. It was really a pleasure. >> Of course. My pleasure too. >> Let's do more of this. >> Let's do it! >> All right. >> We want to thank you again for watching. You can catch all of this on replay on thecube.net. We look forward to seeing you next time. (soft music)
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brought to you by Dell. a little bit more of that we want to start with you I wish I do sometimes our role is to ensure Got a side gig. in the last couple of days. so just to let you know, customers in that maturity? of a storage company at the back in 2015 was, you know, of this in open source waiting, you know, across the board That's our goal. You don't need to call 100, Is that something that's, you know, have the ability to move Dell meeting the Thank you so much Speaking of unpacking, Lisa. We want to thank you for Thank you Lisa. My pleasure too. We look forward to seeing you next time.
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Pete Robinson, Salesforce & Shannon Champion, Dell Technologies | Dell Tech World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>Welcome back to the cube. Lisa Martin and Dave Vale are live in Las Vegas. We are covering our third day of covering Dell technologies world 2022. The first live in-person event since 2019. It's been great to be here. We've had a lot of great conversations about all the announcements that Dell has made in the last couple of days. And we're gonna unpack a little bit more of that. Now. One of our alumni is back with us. Shannon champion joins us again, vice president product marketing at Dell technologies, and she's a company by Pete Robinson, the director of infrastructure engineering at Salesforce. Welcome. Thank >>You. >>So Shannon, you had a big announcement yesterday. I run a lot of new software innovations. Did >>You hear about that? I heard a little something >>About that. Unpack that for us. >>Yeah. Awesome. Yeah, it's so exciting to be here in person and have such a big moment across our storage portfolio, to see that on the big stage, the boom to announce major updates across power store, PowerMax and power flex all together, just a ton of innovation across the storage portfolio. And you probably also heard a ton of focus on our software driven innovation across those products, because our goal is really to deliver a continuously modern storage experience. That's what our customers are asking us for that cloud experience. Let's take the most Val get the most value from data no matter where it lives. That's on premises in the public clouds or at the edge. And that's what we, uh, unveil. That's what we're releasing. And that's what we're excited to talk about. >>Now, Pete, you, Salesforce is a long time Dell customer, but you're also its largest PowerMax customer. The biggest in the world. Tell us a little bit about what you guys are doing with PowerMax and your experience. >>Yeah, so, um, for Salesforce, trust is our number one value and that carries over into the infrastructure that we develop, we test and, and we roll out and Parex has been a key part of that. Um, we really like the, um, the technology in terms of availability, reliability, um, performance. And it, it has allowed us to, you know, continue to grow our customers, uh, continue needs for more and more data. >>So what was kind of eye popping to me was the emphasis on security. Not that you've not always emphasized security, but maybe Shannon, you could do a rundown of, yeah. Maybe not all the features, but give us the high level. And at Pete, I, I wonder how I, if you could comment on how, how you think about that as a practitioner, but please give us that. >>Sure. Yeah. So, you know, PowerMax has been leading for, uh, a long time in its space and we're continuing to lean into that and continue to lead in that space. And we're proud to say PowerMax is the world's most secure mission, critical storage platform. And the reason we can say that is because it really is designed for comprehensive cyber resiliency. It's designed with a zero trust security architecture. And in this particular release, there's 19 different security features really embedded in there. So I'm not gonna unpack all 19, but a couple, um, examples, right? So multifactor authentication also continuous ransomware anomaly detection, a leveraging cloud IQ, which is, uh, huge. Um, and last but not least, um, we have the industry's most granular cyber recovery at scale PowerMax can do up to 65 million imutable snapshots per array. So just, uh, and that's 30 times more than our next nearest competitor. So, you know, really when you're talking about recovery point objectives, power max can't be beat. >>So what does that mean to you, Pete? >>Uh, well, it's it's same thing that I was mentioning earlier about that's a trust factor. Uh, security is a big, a big part of that. You know, Salesforce invests heavily into the securing our customer data because it really is the, the core foundation of our success and our customers trust us with their data. And if we, if we were to fail at that, you know, we would lose that trust. And that's simply not, it's not an option. >>Let's talk about that trust for a minute. We know we've heard a lot about trust this week from Michael Dell. Talk to us about trust, your trust, Salesforce's trust and Dell technologies. You've been using them a long time, but cultural alignment yeah. Seems to be pretty spot on. >>I, I would agree. Um, you know, both companies have a customer first mentality, uh, you know, we, we succeed if the customer succeeds and we see that going back and forth in that partnership. So Dell is successful when Salesforce is successful and vice versa. So, um, when we've it's and it goes beyond just the initial, you know, the initial purchase of, of hardware or software, you know, how you operate it, how you manage it, um, how you continue to develop together. You know, our, you know, we work closely with the Dell engineering teams and we've, we've worked closely in development of the new, new PowerMax lines to where it's actually able to help us build our, our business. And, and again, you know, continue to help Dell in the process. So you've >>Got visibility on the new, a lot of these new features you're playing around with them. What I, I, I obviously started with security cuz that's on top of everybody's mind, but what are the things are important to you as a customer? And how do these features the new features kind of map into that? Maybe you could talk about your experience with the, I think you're in beta, maybe with these features. Maybe you could talk about that. >>Yeah. Um, probably the, the biggest thing that we're seeing right now, other than OB the obvious enhancements in hardware, which, which we love, uh, you know, better performance, better scalability, better, and a better density. Um, but also the, some of the software functionality that Dells starting to roll out, you know, we've, we've, we've uh, implemented cloud IQ for all of our PowerMax systems and it's the same thing. We continue to, um, find features that we would like. And we've actually, you know, worked closely with the cloud IQ team. And within a matter of weeks or months, those features are popping up in cloud IQ that we can then continue to, to develop and, and use. >>Yeah. I think trust goes both ways in our partnership, right? So, you know, Salesforce can trust Dell to deliver the, you know, the products they need to deliver their business outcomes, but we also have a relationship to where we can trust that Salesforce is gonna really help us develop the next generation product that's gonna, you know, really deliver the most value. Yeah. >>Can you share some business outcomes that you've achieved so far leveraging power max and how it's really enabled, maybe it's your organization's productivity perspective, but what are some of those outcomes that you've achieved so far? >>Um, there there's so many to, to, to choose from, but I would say the, probably the biggest thing that we've seen is a as we roll out new infrastructure, we have various generations that we deploy. Um, when we went to the new PowerMax, um, initially we were concerned about whether our storage infrastructure could keep up with the new compute, uh, systems that we were rolling out. And when we went through and began testing it, we came to realize that the, the performance improvements alone, that we were seeing were able to keep up with the compute demand, making that transition from the older VMAX platforms to the PMAX practically seamless and able to just deploy the new SKUs as, as they came out. >>Talk about the portfolio that you apply to PowerMax. I mean, it's the highest of the highest end mission critical the toughest workloads in the planet. Salesforce has made a lot of acquisitions. Yeah. Um, do you throw everything at PowerMax? Are you, are you selective? What's your strategy there? So >>It's, it's selective. In other words that there's no square peg that meets every need, um, you know, acquisitions take some time to, to ingest, um, you know, some run into cloud, some run in first, in, in first party. Um, but so we, we try to take a very, very intentional approach to where we deploy that technology. >>So 10 years ago, someone in your position, or maybe someone who works for you was probably do spent a lot of time managing lawns and tuning performance. And how has that changed? >>We don't do that. <laugh> we? >>We can, right. So what do you do with right. Talk, talk more double click on that. So how talk about how that transition occurred from really non-productive activities, managing storage boxes. Yeah. And, and where you are today, what are you doing with those resources? >>It, it, it all comes outta automation. Like, you know, the, you know, hardware is hardware to a point, um, but you reach a point where the, the manageability scale just goes exponential and, and we're way, well past that. And the only way we've been able to meet that, meet that need is to, to automate and really develop our operations, to be able to not just manage at a lung level or even at the system level, but manage at the data center level at the geographical, you know, location level and then being able to, to manage from there. >>Okay. Really stupid question. But I'm gonna ask it cause I wanna hear your answer. True. Why can't you just take a software defined storage platform and just run everything on that? Why do you need all these different platforms and why do you gotta spend all this money on PowerMax? Why, why can't you just do >>That? That's the million dollar question. Uh, I, I ask that all the time. <laugh>, um, I think software defined is it's on its way. Um, it's come a long way just in the last decade. Yeah. Um, but in terms of supporting what I consider mission critical, large scale, uh, applications, it's, it's not, it's just simply not on par just yet with what we do with PowerMax, for example. >>And that's exactly how we position it in our portfolio. Right? So PowerMax runs on 95% of the fortune 100 companies, top 20 healthcare companies, top 10 financial services companies in the world. So it's really mission critical high end has all of the enterprise level features and capabilities to really have that availability. That's so important to a lot of companies like Salesforce and, and Pete's right, you know, software define is on its way and it provides a lot of agility there. But at the end of the day for mission critical storage, it's all about PowerMax. >>I wonder if we're ever gonna get to, I mean, you, you, you, it was interesting answer cuz you kind of, I inferred from your that you're hopeful and even optimistic that someday will get to parody. But I wonder because you can't be just close enough. It's almost, you have to be. >>I think, I think the key answer to that is it's it's the software flying gets you halfway there. The other side of the coin is the application ecosystem has to change to be able to solve that other, other side of it. Cuz if you simply simply take an application that runs on a PowerMax and try to run it, just forklift it over to a software defined. You're not gonna have very much luck. >>Recovery has to be moved up to stack >>Operations recovery, the whole, whole whole works. >>Jenny, can you comment on how customers like Salesforce? Like what's your process for involving them in testing in roadmap and in that direction, strategic direction that you guys are going? Great >>Question. Sure. Yeah. So, you know, customer feedback is huge. You've heard it. I'm sure this is not new right product development and engineering. We love to hear from our customers. And there's multiple ways you heard about beta testing, which we're really fortunate that Salesforce can help us provide that feedback for our new releases. But we have user groups, we have forums. We, we hear directly from our sales teams, our, you know, our customers, aren't shy, they're willing to give us their feedback. And at the end of the day, we take that feedback and make sure that we're prioritizing the right things in our product management and engineering teams so that we're delivering the things that matter. Most first, >>We've heard a lot of that this week. So I would agree guys, thank you so much for joining Dave and me talking about Salesforce. What you doing with PowerMax? All the stuff that you announced yesterday, alone. Hopefully you get to go home and get a little bit of rest. >>Yes. >>I'm sure that there's, there's never a dull moment. Never. Can't wait guys. Great to have you. >>Thank you. You guys, >>For our guests on Dave Volante, I'm Lisa Martin and you're watching the queue. We are live day three of our coverage of Dell technologies world 2022, Dave and I will be right back with our final guest of the show.
SUMMARY :
about all the announcements that Dell has made in the last couple of days. So Shannon, you had a big announcement yesterday. Unpack that for us. And you probably also heard a ton Tell us a little bit about what you guys are doing with it has allowed us to, you know, continue to grow our customers, uh, I, I wonder how I, if you could comment on how, how you think about that as a practitioner, So, you know, really when you're talking about recovery point objectives, power max can't be beat. And if we, if we were to fail at that, you know, we would lose that trust. Talk to us about trust, your trust, Salesforce's trust and Dell technologies. um, when we've it's and it goes beyond just the initial, you know, the initial purchase of, Maybe you could talk about your experience with the, I think you're in beta, maybe with these features. starting to roll out, you know, we've, we've, we've uh, implemented cloud IQ for all of our PowerMax systems Salesforce can trust Dell to deliver the, you know, the products they need to to keep up with the compute demand, making that transition from the older VMAX platforms Talk about the portfolio that you apply to PowerMax. um, you know, acquisitions take some time to, to ingest, um, you know, And how has that changed? We don't do that. So what do you do with right. but manage at the data center level at the geographical, you know, location level and then Why do you need all these different platforms and why do you gotta spend all this money on PowerMax? Uh, I, I ask that all the time. and, and Pete's right, you know, software define is on its way and it provides a lot of agility there. But I wonder because you can't be just close enough. I think, I think the key answer to that is it's it's the software flying gets you halfway there. our, you know, our customers, aren't shy, they're willing to give us their feedback. All the stuff that you announced yesterday, alone. Great to have you. You guys, of our coverage of Dell technologies world 2022, Dave and I will be right back with our final guest of the
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Chad Dunn, Dell Technologies & Akanksha Mehrotra, Dell Technologies | Dell Technologies World 2022
>> "theCube" presents Dell Technologies World, brought to you by Dell. >> Hey everyone, Welcome back to "theCube's" continuing coverage of Dell Technologies World 2022. Live from the show floor in Las Vegas. We have been here since Monday evening. About seven to 8,000 folks here. It's been a fantastically well-attended event that Dell has done. Lots of talk about announcements, including APEX. Lisa Martin with Dave Vellante are going to unpack more of APEX with our next two Cube alumni who are returning, Akanksha Mehrotra, VP of APEX product marketing joins us, and Chad Dunn, VP of product management APEX. Guys, welcome back. >> Thank you. >> Thank you. >> Thank you for having us. >> It is really great to be back. >> So just in case there's anybody out there that's been under a rock since Monday, APEX has now been what GA for a year, celebrating a momentous year and some big news. Akanksha, walk us through that and then talk about some of the feedback that you've gotten on what you guys announced just two days ago. >> Yeah. So it's been an exciting week like you said. APEX just for sort of background is our portfolio of as-a-service solutions, we introduced it a year ago. We have now 10 plus services in our portfolio. We added our very first full stack managed service for cyber recovery this week. The feedback from customers over the past year and then the conversations we've had, you know, over the course of this week has been phenomenal. If I had to really summarize it, I would say the pain point that we're looking to solve, helping organizations manage data across disparate and fragmented environments across a variety of clouds, you know, on-premises, in a co-lo, on the far edge, at a hyperscale or in the telco edge is resonating. This is a pain point... This is very real pain point for them. And our goal in our vision to create a consistent and a secure experience across all of these different, you know, silos of data, if you will. It's something that they really want more of from us. >> Chad, talk a little bit about the influence of the customer in the last couple of years. Well, in the last year, in terms of releasing the cyber recovery solution on APEX, we have seen the threat landscape massively change. >> It increases every day. >> It increases every day, ransomware is no longer a... Is it going to happen too? It's a matter of when? >> Yes. >> Talk to us about the influence of the customer of this being the first full stack solution on APEX. >> Sure, like I don't think there's a boardroom in the world where this isn't being discussed as just such a high risk environment for cyber techs. It's damaging to lose your data. It's damaging to your reputation, it's financially damaging. So it's incredibly important into our customers. And we're finding that, you know, many of them don't necessarily have all the expertise to be able to defend against it themselves. And so that's where an as-a-service solution, like the one that we're offering really makes sense to them, right? They're much more apt to consume as-a-service when the competency doesn't necessarily already exist in their IT organizations. So we've been doing this for a few years as a solution with managed services. And in fact, we've deployed over 2000 of these, and making that a standardized offering with T-shirt sizing, subscription basis, really seems to be a winner. And every customer I've talked to has been absolutely over the moon with it. >> All right, so we have Chad in product management, Akanksha, you're in product marketing. So you knew going into this, that it was going to be different. So I'm interested in kind of what your learnings were, that internal transformation, which is ongoing now, I understand that, but how did it change how you manage, you know, deploy the life cycle of the product and communicate that. >> I'll get us started and I'm sure Chad will add on. So, you know, to your point, when we started this journey internally before we started it externally, we knew this was going to be a multi-year transformation for us. And a multi-year transformation that affects every part of the company, how we build products, how we market products, how we bring them to market, how we sell them, et cetera. And so we made a very conscious effort to kind of secure that buy-in early on. And it starts Michael on down. This is a strategic priority for him as I'm sure both of you know. And each function has kind of established, you know, areas where they know they need to transform and a north star goal for where they want to get to. So I'll speak for marketing as a place that's, you know, close to my heart. One, we know as we get into this space, we're going to be talking to different types of folks and having conversations with different types of personas within an account than we have had before. Using cyber recovery solution as an example, yes, we want to talk to, you know, IT administrators and CIO who we've been talking to. But as Chad said, this is something that CISOs care about. This is something that security teams care about. That those are a different set of personas for us to market to, to communicate with, whose pain points we need to understand better. So that's an example of a change. Another one is moving from a... I mean, events like this are great, and we certainly love to be back in person, but in as-a-service model, you want to have much more frequent communication with your intended audiences. So we've moved to more of an always on-marketing motion leveraging our blog, leveraging other vehicles. And that's that has also been a transformation for us. >> On the marketing side, I'm curious, sorry, Dave. Chad, you brought up one of the big things that is a huge challenge for any organization and any industry with respect to the cybersecurity in that threat landscape is brand reputation. >> Yeah. >> Are you having more conversations at the CMO level? I'm just curious if they're involved in this. We got to make sure that we don't have... We're not the next one on the news because customers will churn like crazy. Is that at all part of the conversation than persona change? >> It is certainly part of it. But, you know, we don't want to be motivated by fear, right? We want to be motivated by preparation and securing the business and growing the business. So, you know, it is a sea level discussion to, you know, understand how we need to protect our critical data. But it's really from a lens of, you know, how do we grow and we grow more quickly? And you know, if you look at APEX overall, yes, we've made a lot of internal changes to get where we are and we're going to continue to make those. And I'll talk through some examples. But this is also a journey for our customers, right? The change to, you know, consuming by the drip, consuming APEX, consuming as-a-service, you could take two companies with identical size and an identical vertical, and they're going to have different priorities about how they want to consume this infrastructure and these services. So we're on that journey with them just as we have to transform ourselves internally, from the way that we do accounting, from the way that we do sales compensation, from the way that we actually build product. And in fact, we just changed up the model by which we're, you know, developing product in APEX today. So I'm about 90 days into my role in APEX. I came from the HCI business. And I'm here with my engineering leader who was also in the HCI business. So we were able to be fortunate enough to work in an organization that went from zero to 4 billion in pretty quickly. So, Hey, let's see if we can apply some of that learning to this. But it's an incredible partnership inside of Dell with people like Dell Digital and our transformation office. Because we've done things roughly the same way for about 30 years. And this is all very new to us. So it's pretty amazing journey. >> I'm interested in what's different. You weren't first to market. The public cloud guys might say, "Eh, it's not cloud." >> No. >> Okay, so how are you different than public cloud and how are you different from your traditional on-prem competitors? >> Again, I'll get us started and chime in. I would say... I'll take your first example. I want to go back to kind of what our customers... Where they want help from us and what are they're asking us for. As I said, the debate is over. They have told us pretty definitively, and our data and your data shows it, that they will and the data will continue to grow in all these different fragmented silos. What they want is an experience that orchestrated across all of these different environments, by a vendor that they trust, right? And that's what we are committed to delivering to them. That's our north star, that's where we're going. I would argue that any one of the hyperscalers don't have incentives to kind of make that same experience happen across all those different environments. A vendor like Dell, who has been trusted by many years... You know, for many years from our customer, who doesn't have a single dog in the race, but is looking to partner with folks across the entire ecosystem, is looking to innovate with our software, our services, and our infrastructure is best positioned to help them orchestrate across. >> Yeah. Well, you know, if you're wondering what's different, you really have to look at what the value proposition is for public clouds versus keeping data on-prem or keeping it in a place where it's accessible to multiple clouds. You know, I think if you haven't been under a rock here at the show, you know it is all about multi-cloud, and you know that we're, you know, absolutely embracing it from, you know, Project Alpine where we're putting storage endpoints in public cloud, to what we're doing with APEX and our data storage services and the move of our customers into co-locations where the data can be accessible to multiple clouds. I think that getting the commerce capabilities in place that we've done over the course of the last year is a great first step. But look for us to double down on the day two management and operations, using that platform that we've created for APEX. And that's going to allow us to create more velocity and bring more solutions into the fold more quickly, and then provide more day two management optimization operation of the solutions by our customers. >> Okay. Sorry. So definitely agree with the public cloud. And I got to trust them to do my multi-cloud or what I call super-cloud. What about your traditional competitors? Is it the normal sort of what we'd expect for the Dell differentiators portfolio, supply chain, et cetera, or are there APEX specific differentiators? >> Yeah, absolutely. Yeah, so there are absolutely the Dell differentiators of the breadth of our sales force through both our direct sales teams as well as our partners, our secure supply chain, our services team, and the expertise that they've built, which we're obviously bringing to bear with this market and this offer. Those are kind of the Dell wide advantages that we bring to bear with this. But specifically for APEX against the traditional on-prem competitors, I would say the simplicity with which we are bringing our offers to market is a differentiator for us. And it's one that our customers in the past year have retreated back to us. So the commerce experience that Chad was just talking about, we have made very conscious efforts to simplify and abstract the way that complexity from our customers, so that they are picking very easy to understand outcomes that they care about. And then not really worry about the peace parts, whether it's the hardware, the software, or the services that help make that service level outcome happen. I would argue, you know, some of the other competitors, traditional competitors that we have haven't done that. And it's more of a... You know, that complexity is still there. And what we hear from our customers is, I want the simplicity and agility that public cloud provides. That's something that hyperscalers did get right. And we're bringing that experience to our infrastructure. >> Yeah. Like I think the other way that we'll differentiate ourselves is going to be by the breadth of the solutions, right? So we've got a tremendous amount of IP in solutions like cyber recovery, right? This wasn't a new thing for us. This is something we've been doing for a few years as there's tremendous consulting capabilities, services capabilities, the underlying products of course. Well, there's a pipeline of solutions lined up behind that. So as we move into high performance computer as-a-service, MLOps as-a-service, we can draw on those solutions that we've offered, but in a very custom way in the past now at a high velocity manner in the console. >> Well, the high velocity these days is critical. As we've seen the last two years, things have changed so dramatically for customers in every industry that needed to pivot with speed and accelerate their transformation. >> And the transparency. Right? So going back to his example, having that price transparency. You can go to our website and look at the pricing, pick in the two or three very simple options and see it right there and order it through the console. In a matter of minutes versus, you know, wait for two weeks to get the code and then wait for a month to get the hardware, and then wait for the services team to show up. So what we are hearing... I mean, we have truly been able to take deployments that used to take several months to a matter of days. And so that's how the simplicity kind of, you know, pays off not only in that initial deployment, but over the course of the subscription, the day two operations that Chad was just talking about and the innovation and the work that we're doing to simplify their lives in that process, allow them to focus in other areas. >> Oh, absolutely. That time to value, time to market has never been more critical. And the ability, to your point, Akanksha, to allow folks to be able to focus more on the strategic initiatives that will actually help move the business for... Add value, move the business forward and allow it to be competitive and differentiate itself is critical for everybody in every industry. Chad, I wanted to kind of pivot on multi-cloud for a second. You talked about that. And we had Chuck Whit on yesterday. He was talking about, you know, multi-cloud. A lot of organizations, many, many, many in multi-cloud by default. But what Dell wants to do is change that, multi-cloud by design. Is APEX going to be a facilitator of multi-cloud by design? Talk to us about that for customers. >> We absolutely will be. So if you look at what made customers multi-cloud by default, it's them going for the services that exist in the cloud and looking for best of breed services. Whether it's machine learning, speech recognition, database, they're going to those best of breed players. And so the value proposition for us is since you're in those clouds, you want access to your data and you want it centrally, so you can see it, leverage it, use it from any of those clouds, but you may have other reasons for keeping your data or even your compute on-prem or in a co-location. It could be data sovereignty, it could be policy compliance, it could be data gravity. So we want to make the concept of having your workloads or your data anywhere, very seamless for our customers, right? So it's really embracing the concept of multi-cloud and making it easier. >> The cyber recovery solution is really interesting to me. I was talking to one of the partners here and they said, "Dave, this was a really good show for us." And they probably had a quasi competitive solution. I don't really know. But like a lot of customers and, you know, got a lot of leads out of it. So it's the hot topic and that's what they said. This is cyber, everybody wants cyber. So how did that solution come together? Because I know you... You really... You've always been security conscious. But I never really full cracked the security solution. And now here it is in APEX, it's like, boom, out of the box or out of the service. How'd that come about? >> It really started back in 2014, specifically. It's funny when you can point to an event where, you know, something started like this. So there was a fairly high profile ransomware attack in 2014. And that caused us to look at the assets that we had from our data protection portfolio, from a software and storage perspective and say, "Hey, we can put something together that can really address this, right? Through novel use of existing technology." So we built out reference architectures. We built out the consulting service on how you protect your data. We partnered and built software to be able to secure the data in an air gaped imutable vault and offer the services to be able to manage that, monitor that, restore the data when needed. So we did that in a very custom way for years. In fact, as I said, over 2,000 systems deployed this way. So having a vehicle like APEX that has the as-a-service capability built in, the subscription capability built in, the ease and velocity of purchasing and operating was really a natural fit. So you know, we expect this is going to be a very high volume solution for us. >> Great. Awesome. >> Akanksha, can you talk a little bit about the partner ecosystem involved here in APEX? You know, when I think about ransomware in data protection, I think organizations need to be able to protect apps, users, data platforms. But we think of how data is so spread out, customers want that single pane of glass to be able to manage all that and know that that data is protected. Talk to us about how you're working with partners. I know the partner ecosystem at Dell's huge. How are you working with partners and how can they build upon APEX? >> Yeah So our partners are a very important part of our ecosystem. They help expand our reach. They also help complement our capabilities. You know, for example, in specific verticals. They may have services or expertise in a particular area. For the APEX portfolio, we actually offer a wide variety of ways for partners to engage with us. Starting out, they could refer our solutions and refer, you know, some of our services, if they want to take more of an advisory role in some capacity. They could resell our services with additional services included. In this scenario, for example, they would leverage our console, include some of their services in there and then offer it to their end customers. They could host APEX offers in their own data center or in a co-lo data center and build their practice on top of it. A lot of our partners and customers, we've got kind of joint customer partners that for example, have built a healthcare practice on top of an APEX solution, where they've added their services or built their business on top of it. And then finally, there's of course, technology and ISV partners, right? And that is where we might leverage, you know, some of their technology, built it to be part of a service or a solution that we're doing and join the go-to market. So I think the answer is lots of ways for partners to engage with APEX. And we absolutely are engaging with them in a wide variety of ways. And I think cyber recovery is no different. >> Well, there must be not a dull moment with what you guys have going on with APEX. Thank you for taking some time to talk to us about that. Sounds like the momentous year that you've had is going to continue. And it sounds like you've gotten great feedback from the customers and the partner so far. Thank you for joining "theCube" and telling us what's going on. And we can't wait to hear more next year. I'm sure there will be lots more next year. >> Yes indeed. >> Absolutely. Thank you very much. >> For our guests and Dave Vellante, I'm Lisa Martin, and you're watching "theCube's" coverage of Dell Technologies World 2022, live from Las Vegas. Stick around, we'll be right back with our next guest. (upbeat music)
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Satish Iyer, Dell Technologies & Patrick Mooney, Dell Technologies | Dell Technologies World 2022
>> theCUBE presents Dell Technologies World, brought to you by Dell. >> Hey everyone. Happy afternoon. Welcome back to theCUBE. This is Lisa Martin with Dave Vallante. We are on day three of our coverage of Dell Technologies World live from Las Vegas with about 7,000- 8,000 people here. It's been a great two and a half days. Lots of people are still here. We're going to be talking more about Dell Services. I got a couple of guys from Dell Technologies joining us next. Please welcome Patrick Mooney, Senior Vice President of Services Product Management at Dell and Satish Iyer, Vice President of Emerging Services at Dell. Guys, welcome to the program. >> Thank you. Good evening. Great to be here to you. >> Happy to be here. >> So isn't it great to be back in person? >> So great. >> Those hallway conversations you just can't replicate it for video conferencing, right? >> Yeah. >> Priceless. >> It is priceless, I agree. Patrick, let's start with you. Talk to us about from a customer's perspective. What are some of the key services they've been looking for the last couple of years particularly, and how has Dell changed its strategic direction to deliver? >> Great question. Customers want outcomes and services are at the heart of outcomes. So when we look at customers transforming we're continually transforming and modernizing what we do and everything we're doing is centered around making it easy to buy, easy to consume and just centered around the customer. >> What are people looking for these days, Satish? I mean, what's the top three or four priorities. And we know cyber's up there. The cloud. One is when customers are consuming cloud, now there is more and more what we call as customers are looking for full stack solutions. So they start with giving me the best infrastructure on the platforms. Now they're saying, "I'm going to use those infrastructure to drive X, Y, and Z. "Now Mr. Dell, can you come and gimme those tags? "So I don't need to worry about anything "and I can actually consume it in the cloud like way." That's been massive for us. >> So, how do you guys respond to that? I mean, things in our little business things change so fast. And we can, but we're little. We can move fast. Customers are saying, okay, pandemic forced match to digital and now we got to figure it out. And now we got to modernize our HQ. How are you able to keep up? How are you changing your strategy as your customers pull you in different directions? What's going on inside the organization to enable that? >> Yeah. I think the key is that we meet customers where they are and help them plot out where they want to be. And then bring them along that journey. And we've really spent a lot of time developing four practices to help get there. One's around data and applications another around multi-cloud, another around workforce and another around security and resiliency. And no matter where they want to be, whether they want to do it themselves. They want us to help them do it or they want us to do it for them, we're there for them and we'll help them get where they want to be. >> Do you have like formal customer councils or how do you actually, especially the last couple years staying engaged with those customers? >> Absolutely. We're always talking to customers. It is critical to the model and we got a lot of ideas and customers have a lot of ideas and we want to vet those and talk through them. So no matter what point we're at in our product development cycle, we're always talking with customers, "Hey, do we hear you right? "Is this the value you're looking for?" And as we're developing it, can you help us test it? And so on. And we do that through regular conversations, field testing, customer insight councils, and it just feels so great to be having face to face conversations again as well. >> What is- >> Oh, go ahead. >> I was going to say, what are some of the things that you've heard face to face this week in terms of the direction, what Dell Services is delivering? >> Well, one big one for sure is that remote workforce is here to stay. And in our workforce pillar we spent a lot of time around how do we make it easy for customers to manage a remote workforce? It's a big challenge. So we've recently we announced here at Dell World, Lifecycle Hub Services where we it's a managed service where we're helping customers manage their entire device lifecycle around their PC. So imagine this you have a new hire joint or somebody leaves, how do you get 'em that PC? Have it ready? Let Dell take care of all the logistics, we'll we'll store it. We'll configure it. We'll send it to 'em we'll take the old machines back, we'll kit it for 'em anything that's needed and fully integrated it from the customer system into our system. So it's all automated. >> Okay. And all the patching, et cetera, >> Everything. Okay. So you got four pillars, data and apps multi-cloud, workforce and resiliency. What you just described, the automation, does IP and what's the IP portfolio look like? How does it map into those four pillars? >> Sure, you want to take that? >> Sure, so obviously when you look at growth areas and services, it's absolutely important for us to develop sustainable IP. If you look at one of the areas where we have invested and we are growing is cloud managed services platform. So Dell is unique in terms of managing our customer services. We actually do full lifecycle management of the customers. So we invested quite a bit of, I would say time and energy and engineering efforts to basically solve problems in engineered way. So the customer cloud managed services platform allows us to actually bring both, you talked about apex before to our other colleagues. So it allows us to both bring apex services to our customers and also allows us to bring non apex services in terms of fully managed to our customers. >> So multi-cloud must be a rich opportunity's probably almost infinite. There's a lot of gaps there for IP development. What are you seeing and hearing from customer with regard to those gaps? >> So one of the key areas when you talk about multi-cloud is we talk to customers about is the solution things we talked about. So we launched, we announced three solutions one we already launched. And the two of them will be announced is customers want that end-to-end outcome, right? 'Cause they are saying, well we are currently where we started today. We announced cyber security as a service. As you guys know, within the current geopolitical climate, cyber attacks are common, ransomware is common. So, and this is something which we are doing today to customers. What customers want is the simplicity of offering. They're like, you can help us with cyber security when something happens I have an insurance policy, so I can actually go I know where my data sets are. I can record from it, but can you streamline it for me? I don't want all the headaches. Can you make sure that it's easily consumable and Dell can take care of everything for me. And we are also investing on other LED solutions like machine learning, high performance compute. And we are also looking at vertical areas. So our customers, especially in telco, Edge and enterprise applications. So we are looking at those as a full stack offerings so that we can actually educate and take our customers on the journey on our MacCloud platforms. >> I going to talk about Dell Services as a facilitator of multi-cloud Chuck Whitton was on stage, He was here yesterday talking about multi-cloud is here by default. Well, Dell wants to change that to multi-cloud by design. How can Dell Services be a facilitator of that transformation that customers in telco or whatever industry have going from, We've got it by default to now it's actually by design, facilitating that? >> Yeah. I'll jump in and let you take it, we have a a robust consulting practice which can help you come in and understand where you're at and where you want to be and design that future. So that it's not, as you said by default, it's absolutely multi-cloud by design. Anything you want to add? >> Yeah. I mean, look again Dell has been doing multi-cloud for a long time. We just didn't call it multi-cloud. I would probably say 2014, 2015, Dell's been there. We know our customers have a choice. We want to operationalize. We want to help our customers run workloads wherever they want to run. Now, we have a term for it. We have a dedicated way of talking about it. And again, more automation more IP development, more software. And again, taking a lot of the people part away from services and driving more innovation, more IPs where we are going to be able to differentiate. >> So you're a large and pretty sophisticated services organization. We've talked about some of your IP. You now bring that to your customers. What are some of the adoption barriers that they have? How are you addressing those, in terms of taking your IP and your ideas? And you probably say, "Hey, we got this, you can apply this". What are they not ready for? That you sort of advise them, okay you got to do, these are some maybe, some out scope things that you haven't talked about or thought about. >> Yeah. I mean, I'll take one. And I know Patrick will probably touch on, I would say two big ones. I can think about the one is data. One is on security, right? I'll give you the data use case. So data has gravity, right? When customers think about, multi-cloud think about solution, think about these services. It's not easy to take petabytes and terabytes of data and shift all over the place. It's very, very expensive. So a lot of their cloud strategy really hinges on where the data is, and how they're going to optimize those data for the outcomes they want to decide. And that's something a lot of our customers initially don't think about it as we actually go and talk to them about this specific use case and application that actually becomes forefront of the discussion. >> Yeah. On the security front, customers are just overwhelmed with the number of options in a very fragmented, extremely important space. So we've tried to make that very easy for them with our managed detection and response services, bringing the best of the industry and Dell Services together to give them a one stop shop managed service, let us watch for you so that you can run your business. And when we detect something, we'll advise you and help you respond. >> What's the tooling like there. I mean, you have, do you have your preferred tooling? Are the customers saying, well we got to use this vendor or that vendor, how do you manage all that complex? >> Of course we have our preferred tooling and we partner greatly with secure works to do it as well as some other company, but that said what's important to us with the service is that a customer meets specific, they're green in five different categories. And if they're green in those categories, then we're good to help them. And if they don't know how to do that, then we'll come in and do a security assessment to help them get there. And just taking what's very complicated and making it easy. >> On the security front. We've been talking about the cyber skills gap, massive skills gap that's been around for years. How is Dell Services facilitator of organizations being able to close that gap? >> Sure. In a few ways, one, we can just do it for you, right? Two, if you want to do it yourself, we can supplement you with security residents to help you manage through the complexity and cross train while as part of your staff. And then three, we have our Dell Education Services where we can come in and train you as well. So lots of different options on how you want to do it. >> Yeah. >> No matter what you choose, we're here for you. (panelists laughing) >> That people option's important. I mean, people being the biggest threat factor that there is, right. >> Absolutely. >> For sure. >> That's probably one of the hardest ones to augment. >> Yeah. I mean, that's the reason why when you look at cyber security customers, want somebody else to manage it because you don't want the same folks making the same mistake on an insurance policy. So they're like Dell, you manage it for me. So I don't have the same actor is doing same things. So I have somebody managing my data but somebody managing my record option. So in case something goes wrong I know it's a different handset different people who are much more relaxed when things go back >> That's always nice to have somebody that's relaxed in a crisis. >> Absolutely. And I think I'll take that in my personal life too. Guys thank you for joining Dave and me talking about what's new with Dell Services the modernization that you're undergoing and how your customers are really helping to evolve this strategy. We appreciate your insight. >> Thank you, Lisa. >> Thank you so much for your time. Great seeing you. >> Right. Likewise for Dave Vallante, I'm Lisa Martin. You're watching theCUBE. This is day three of our coverage of Dell Technologies World, live from Las Vegas, stick around Dave and I will be right back with our next guest. (bright music)
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brought to you by Dell. We're going to be talking Great to be here to you. What are some of the key services and services are at the heart of outcomes. "So I don't need to worry about anything How are you changing your strategy as your is that we meet customers do we hear you right? So imagine this you have a new hire joint What you just described, So the customer cloud What are you seeing and hearing So one of the key areas when you talk I going to talk about Dell Services So that it's not, as you said by default, of the people part away "Hey, we got this, you can apply this". and talk to them about let us watch for you so that I mean, you have, do you And if they don't know how to do that, being able to close that gap? to help you manage through the complexity No matter what you I mean, people being the the hardest ones to augment. So I don't have the same That's always nice to have somebody And I think I'll take that Thank you so much for your time. of Dell Technologies World,
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Jaynene Hapanowicz, Dell Digital & Betsy Davis, Dell Digital | Dell Technologies World 2022
>> TheCUBE presents Dell Technologies World, brought to you by Dell. >> Hey, welcome back to theCUBE's coverage day three. From the show floor of Dell Technologies World 2022. We've been here with about seven to 8,000 people. It's been outstanding since Monday night, Lisa Martin with Dave Vellante, and we have two of the ladies from Dell digital with us, excited to welcome Jaynene Hapanowicz and Betsy Davis, leaders in Dell digital, which is Dell's IT organization. Ladies, thanks for joining Dave and me. >> Thanks for having us. Great to be here. >> Jaynene, let's start with you. We've heard a lot this week about the need for IT leaders to think very meaningfully on how to leave a lasting legacy. How in today's dynamic environment do IT leaders do that? >> Yeah. Well look, let's start with IT leaders have a pretty tough job. You're trying to stabilize an environment. You're trying to take care of anomalies, security incidents. Like that's the blocking and tackling, except you also have to transform your organization at the same time. And I think it's really important that you build a strategy that enables you to do both those things. So you have to do, you have to do the blocking and tackling or you don't get a seat at the table, but the other things that you have to prioritize are things like building the business relationships, putting your customer at the center of what you do, and building great teams that trust you and you trust them to develop capabilities that you need for the future. And your strategy has to support both of those things. >> We've heard a lot about trust this week, specifically from Mr. Dell himself, Betsy you've spoken in the past about the need for IT and the business to collaborate. There has to be trust there. How do you advise folks to accomplish that true collaboration? >> Yeah, it's look, trust is so important and it's funny because last time we were here live at a CUBE session, we were talking about the product model, which is how we do things in Dell Digital now. And it's all focused on jointly with the business, agreeing on human-centered outcomes, starting small, iterating and together you deliver extraordinary things. And so over the last few years, building collaboration through that product model has done tremendous things. I would say what we're learning more about more recently is how to extend that. Especially when you're taking multiple legacy regional tools and globalizing them, how do you extend it to policies and processes? But what we're finding that's interesting is, the same principles apply, agree on outcomes. What are you going for? And then work through it together. You don't assign it to one side or the other. It's truly a collaboration exercise. >> You know, I want to comment. So Dell has a culture, obviously. Founder led company, chairman's name is on the name of the company, Say:Do ratio, trust, et cetera. It seems like Dell Digital has its own little culture going on. And the reason I say that is, when Jen felt was up on stage yesterday, I heard a lot of yelling, screaming, hooping, people were standing up. That didn't seem like a typical IT department thing. You know, that was pretty cool. So what's the Dell Digital culture like, is it just an extension? Is it? What's it like? >> Yeah, yeah. Well, I think our leader who we admire very much, which you saw yesterday has built a great leadership team and a culture that her leaders trust each other and that cascades down. And I think our employees, like all of our folks, they love working in Dell Digital, and they love working at Dell digital because we empower them to do their jobs. We let them work where they need to work, and we have, I think, great leadership at every level to really help people propel the company forward. We have a single mission and that mission is to make Dell better. >> I like the, thank you for that. I like the way Betsy, you were talking about the, I called the product mindset. >> Yep. >> As opposed to commonly in IT, there's a project mindset. Ah, I got another project to do. >> Yeah. >> Explain the difference. >> So a project is, some people might say waterfall, it's a very old school way of doing things where you say, okay, business give me requirements. They take six months, They come up with a list of requirements. Your IT team goes off and deliver in those requirements. And two years later you come back together and go, oh, that's not what we were looking for, and it's delayed by now. So product model is really focused on, hey, let's do short sprints. Let's agree the outcome, let's attempt to deliver it, but if we deliver it and then find out, oh, that's actually not what we were looking for, then you just iterate and you haven't wasted two and a half years. And it's also quite frankly, as a leader, it's a lot more fun to lead teams in that environment, because you're constantly getting wins and they're getting that constant reinforcement of look at the impact you're making for the business. Which is a great motivator for all of us at Dell Digital. >> Quick follow up if I may, is the enabler there a mindset or is it technology? Why are you able to do that? >> It's both. So part of what makes that possible, is our modern environment. Jaynene has done an incredible job, really building a modern toolkit for our developers that makes it easier to collaborate and move quickly and iterate. But so much of it is that product model mindset of, okay, what outcomes are we delivering? What's the smallest unit of work we can break that into and let's just go and iterate. >> And you put the user in the center, like it's so much easier to develop what a customer needs, if the customer is at the center of what you're trying to do, and you iterate from there. That wasn't the way that it has historically worked. >> So how do you advise it leaders to become transformational like this rather than traditional? Because I imagine those traditional ones, those businesses may not survive the changing times that we're living in, but being transformational that's a challenging mindset, especially for organizations that are legacy or history, have been there a while. Can you advise? >> I mean, you have to fire on all cylinders, that old people process and technology is actually still true. Building a great culture and building a culture of trust, super important, but you got to pull your folks along with you on a journey. You have to have leadership that buys into doing both transformation and running the business. You have to, your technology has to support what you're trying to do. You can't expect great outcomes from things that are 20 years old, You're not going to get it. And your processes, they have to be adjusted to reflect a cloud operating model. A lot of companies even struggle with that, because they're using processes from a decade ago, and they need to update those policies to reflect what it is to operate like a cloud, in a cloud. And how have you guys accelerated this culture and this mindset during the last couple of years where things just went crazy overnight? What was that acceleration like? 'Cause we talked about digital transformation acceleration with your customers, but you guys have had to transform too. >> Yeah, and you know, I look at it from a leadership angle. I think these last couple years have really given us an opportunity to take what we took in the product model of human-centered experiences for our customers and business partner, and really focus on, hey, we need to be human centered leaders. So in some ways that was easier to do with Dell because we were always very flexible on where people work, when they work, et cetera. But I think we've had the opportunity these last couple years to demonstrate, hey, it really is about our people first, we set our people up for success. We help them take care of their immediate needs, whether those be personal or work and everything else works out. And I think companies that keep that in the forefront and always approach things from a human center perspective, whether that's leadership or experiences in the product model, always come out ahead. >> How are you faring in the talent war? My specific question is, if I were younger and a perspective employee, how would you recruit me in terms of how you would nurture my career? What's my future look like? What would you tell me? >> Yeah, I, well, first of all, let's start with the talent war. That, I mean, look, it's real. Our folks are getting recruited like crazy too. Except I think there is a cultural aspect that really causes folks to pause. I also think enabling people to work where they want to work or where they need to work, it's both, that has helped us in our recruitment because the advantage of people do not want to go back to the office. Like, I don't know, I'm speaking for like probably myself and everybody I talk to. I just don't think people want to go back to the office, but we're benefiting from that, because we are actually drawing in talent from companies that are sending folks back to the office. And we gave our employees remotely great tools to be able to work from home. And that has all been a win for us in terms of retaining our staff and drawing in new talent. And I think the other thing and it's a very important point that you raise, is that the future is working in modern tool sets. And one of the things that we did and Jen spoke about yesterday, was around developers want to develop and you've got to give them the tools that they need to perform their jobs as quickly as possible, because digital transformation is ultimately about creating applications that drive business value. >> I think I'm the only one that probably here that wants to go back to the office. If I do one more Zoom call from home, I might go puke. >> I go to the office, but I'm like 15 minutes away, so. >> Oh, I'm about 30 seconds away to really look at my commute. Let's talk about from that cultural perspective and the great resignation, all the things that are going on. You talked about folks getting recruited, that flexibility of meeting your, as you said Jaynene meeting the employees where they are is the same culture that Dell has about meeting its customers where they are. And that's really kind of the foundation of a lot of the announcements that we've heard over the last few days, is really that flexibility to be able to deliver what a great customer experience and a great employee experience. I think to me, they're inextricably linked. >> So I totally agree. >> So this notion of work remotely, et cetera, great. Most people, like you said right now are saying I'm not going back. And I think some kind of hybrid is probably going to be the norm. >> Agree. >> That's cool. But we have a tendency to work longer laps times from home. And so there's that even weekends, it's like everybody's always on we should never get emails on Saturday, now I'm like, I got to look, of course spend an hour or two hour, whatever it is. So how do you balance that with folks? What do you tell people in your organization? >> Yeah, I mean, we're very focused on our employees having quality of life, now we're in IT. Like, let's be real. We have always worked weekends. But I think what we're really really being very thoughtful about, is that balance for our employees that we're not creating more stress in their lives. Like we want them to have a great quality experience. A lot of that happens with the technology that we have built under the covers, because that has allowed our developers to work less weekends and has allowed our folks to release independently, which is kind of in the world of IT, that's the utopia, you want to get to let folks work independently. And that has actually freed up the time for developers to have to work as if we all work together, and now they can work independently. And that has actually helped with quality of life. So it's, it is still though a combination of all those things. It is also having leadership team that values that. And I think that's what we have. >> What's cool about this conversation. We're talking about IT, we haven't even, we haven't talked tech. Now are you guys techies? >> Yeah. >> You are? >> Yeah. >> Okay. So one of the things, I was in one of these private analyst meetings, a handful of analysts with (indistinct) and I was asking her about the cloud migration, that's a lot of CIOs top priority. It's obviously, her response essentially was, yeah, well, we are modernizing our infrastructure, That's essentially our cloud. We've got our own cloud. I wonder if you could like double click on that a little bit. 'Cause security number one for most IT organizations, cloud number two, she translated that into, way I interpret that data is modernization. I wonder if you could give us your perspective on that. >> I think the first thing as you map out, hey, what do we want our modern environment to be? And you make those technology decisions, just like with our people, we need to design optionality in and make sure that we stay as flexible and nimble as we can. The same is true for our technology environment. So that's why you see whether we're talking about what we offer to our customers or how we're modernizing our environment. We want to make sure we've got flexibility and optionality because what we do all know is we don't know what the future will bring. >> How did you guys get into tech? When did you fall in love with technology? >> How many years ago? >> No, like, like what was, was there something in your life that like appealed to you or? >> It's actually really funny story. My father was a mainframe programmer, so. >> Okay, So he was doing COBOL. >> I swear I wanted nothing to do with it. And then I found myself in those shoes. >> Yeah. Horrible. >> Yeah, horrible. >> It's in your DNA. >> I think so. I think so. >> Okay. So you just, when things started to get more modern. >> I just thought it was interesting. Like I'm almost 30 years in. Like I just thought it was really interesting. >> That's awesome. >> And I still think it is. >> How about you Betsy? >> I actually started on the business side, so I worked with IT through my 20 years at Dell. And when they started shifting to the product model, I was a business partner and I saw these incredible outcomes we were delivering to. And I'm like, oh, look at that cool technology. We were doing like optical character recognition to automate it. It was just, it was super cool. And you know, I'd known Jen for a long time and she said, well, why don't you come over to Dell Digital? And I did, it's been, it been a blast but I started as a business partner. >> But you, then you bring that understanding of the business the outcomes focused to the IT side. And that's probably why you guys make it sound like it's so simple to facilitate the IT business collaboration that so many businesses struggle with >> The magic is to make it simple. >> I agree. >> Yeah totally. >> It's not easy. >> No, it's not easy, but it's possible. >> Well, and that's what drives adoption. >> How have in our final minute or so here, how have the customers, we know what 15,000 customers globally, great customers on stage. We've had some customers on the show this week. How have they been influential in terms of the modernization of Dell Digital in especially the last two years, any interesting stories of customer influence you can share. >> In terms of our modernization efforts? >> Yeah. >> Yeah, I mean, look, we share all the time with customers on best practices in IT. And I would really say we have also moved an organization and solved many of the problems, the very problems our customers are trying to address through much of what we've developed within IT. And I think customers are very interested in learning from us and helping them on their own transformation journey. >> Excellent, ladies thank you so much for joining Dave and me talking about really what's under the covers of Dell Digital, but it's really about people, process and technologies and collaboration. >> That's right. >> Great use case (indistinct). We appreciate your time. >> We appreciate it back. >> Thanks for Dave Vellante. I'm Lisa Martin and you're watching theCube's coverage of Dell Technologies World, live from the show floor in Las Vegas. Stick around and be right back with our next guest. (gentle music)
SUMMARY :
brought to you by Dell. and we have two of the ladies Great to be here. about the need for IT leaders the center of what you do, and the business to collaborate. And so over the last few And the reason I say that is, and that mission is to make Dell better. I like the way Betsy, you Ah, I got another project to do. And two years later you come that makes it easier to collaborate and you iterate from there. So how do you advise it I mean, you have to Yeah, and you know, I look And one of the things that we did I think I'm the only I go to the office, but I think to me, they're And I think some kind of hybrid I got to look, of course And I think that's what we have. Now are you guys techies? I wonder if you could like double click I think the first thing as you map out, It's actually really funny story. I swear I wanted nothing to do with it. I think so. started to get more modern. I just thought it was interesting. And you know, I'd known Jen the outcomes focused to the IT side. on the show this week. and solved many of the problems, the covers of Dell Digital, We appreciate your time. live from the show floor in Las Vegas.
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Arun Krishnamoorthy, Dell Technologies & Mihir Maniar, Dell Technologies | Dell Tech World '22
>> The cube presents, Dell technologies world, brought to you by Dell. >> Hey everyone. Welcome back to the Cube's live coverage of Dell technologies world 2022 from the Venetian in Las Vegas. Lisa Martin here with Dave Valante. Dave, this is our second day. Lots of conversations. We've been talking a lot about apex, multi-cloud, edge, resilience, cyber resilience. >> It is a number one topic actually. I mean, a lot of multi-cloud talk obviously, too. But I think security is the hot topic at the end. >> It is a hot topic and we've got two guests joining us from Dell technologies. We're going to unpack that and talk about some of the great new things they are enabling. Please welcome. One of our alumni, Mihir Maniar, vice president at Dell technologies and Arun Krishnamoorthy, global strategy, resiliency and security at Dell technologies. All right guys, welcome to the program. >> Pleasure, meeting you, Lisa and Dave. >> So ransomware, it's a household term. I'm pretty sure my mom even knows what ransomware is. >> Exactly. >> Legitimately. >> Yeah. >> But I mean, if you look at the numbers, a ransomware attack is happening once every 11 seconds. The numbers, the stats say, you know, an estimated 75% of organizations are going to face an attack, 75% by 2025, it's around the corner. So it's no longer a matter of, are we going to get hit? if we get hit, it's when? and that resiliency and that recovery is absolutely critical. Talk about some of the things there, Dell's comprehensive approach to helping organizations really build resiliency. >> That's a great point. So if you go to see, organizations are going to get hit, if not already, 75% already out there. And then we find that through research, a lot of our customers need a lot of help. They need help because security is really complex. I mean, they have a tough job, right? Because there's so many attacks happening at the same time. One single ransomware incident can cost them on an average 13 million dollars. They have to integrate 50 plus different security vendors to go and build a secured defense in depth, kind of a mechanism. They're liable to the board. At the same time, they have lines of business that are talking about, hey, can you provide me security, but make sure productivity doesn't get impacted. So it's a tough role for them. And that's where Dell services comes in, where our Dell managed security services. We have a full comprehensive suite of offers for our customers to help them, right. To remain secure. And we're focused on the services based on a NIST framework. So I can talk more about the NIST framework as hobby, go about doing. >> There's a lot of talk in the community about, should I pay the ransom? Should they not pay the ransom? And I suppose your advice would be well pay up front and avoid the ransom if you can. Right? >> Absolutely. >> Yeah. Yeah, Dave, what we've seen is the ransomware payment has been very unreliable. We know of many, many examples where either they paid the ransom and they were not able to recover data or they got the decryption keys and the recover process was too slow. So we are all about helping customers understand the risks that they have today and giving them some pragmatic technology solutions. >> Talk about that conversation, where is it, Arun, happening at the customer level as security is a board level conversation. >> Right. >> Are you still talking with the CIOs in lines of business? Who all is involved in really understanding, where all these vulnerabilities are within an organization? >> Yeah, so that's a great question. So we work with CIOs, we work with CSOs, a lot more and the CSOs actually are facing the skills shortage problem. >> Yes. >> That's where they need actually help from, vendors like Dell. And talking about ransomware, if you go to see a NIST framework, it goes all the way from identification of threats to prevention, creating prevention measures with different defense in depth. How do you detect and respond to threats in time. Because time is critical actually and the recovering from threats. So in that whole process, it's better for customers to have the full suite of security services installed, so that they don't end up paying the ransomware eventually, right. To provide their whole defense mechanism. >> So the adversary is very, they're motivated, they're well funded, incredibly sophisticated these days. Okay. So how do you not lose, if you're a customer. What's the playbook that you're helping your customers proceed with? >> Yeah, it's a great, so in the NIST framework, as I mentioned before, services are evolving around, how do you identify the threats that exist in the customer's network? So we provide advisory services and we provide assessment of the customer's vulnerability, that exist so we can detect those vulnerabilities. And then we can build the prevention mechanisms, once you detect those vulnerabilities. This is all about what you cannot see, you can't really defend against. So that's where the whole assessment comes in, where you can go and do a zero trust assessment for the customers, you know, entire infrastructure, and then figure out where those issues lie. So we can go and block those loopholes with the prevention mechanisms. And in prevention mechanisms, actually we have a whole zero trust prevention mechanism. So you can actually go and build out, end to end defense in depth kind of security. >> Arun, before the pandemic, the term zero trust, people would roll their eyes. It was kind of a buzzword and it's becoming sort of a mandate. >> Yeah. >> What does zero trust mean to your customers? How are you helping them achieve it? >> Yeah. So, great question, Dave. A lot of customers think zero trust is a product. It's not. It's a framework. It's a mindset. It helps customer think through what kind of access do I want to give my users, my third party, my customers? Where does my data sit in my environment? Have I configure the right network policies? Have I segmented my network? So it is a collection of different strategies that work across cloud, across data, across network, across applications that interact with each other and what we are helping customers with, understand what that zero trust actually means and how they can translate into actionable technology implementations. >> How do you help customers do that? When we know that, I mean, the average customer has what, seven different backup protection solutions, all alone. If we're talking about like data protection. How do you help them understand, what's in their environment now? If they're talking about protecting applications, users, data, network. What's that conversation? And what's that process like to simplify, their protection so that they really can achieve cyber resilience? >> That's correct. That's a great it question, Lisa. One of the big issues we see with customers is they don't know what they don't know. There's data across multi-cloud, which is great. It enables productivity, but it also is not within the four walls of a data center. So one of the first things we do is identify where customer's data is? Where is their application live? And then we look for blind spots. Are you protecting your SaaS workloads? Are you protecting your endpoints? And we give them a holistic strategy on data protection. And you bring up a great point, a lot of customers have had accidental growth over the years. They started off with one tool and then different business needs drove them to different tools. And maybe now is a good time to evaluate what is your tool set? Can we consolidate it? And reduce the risk in the environment. >> Yeah, I dunno if you guys are be probably familiar with that. I use it a lot, when I write, it's an optive, NSS eye test and it says, here's the security landscape, the taxonomy. It's got to be the most complicated of any, in the business. And so my question is ecosystem, right. You've got to have partners, right. But there's so many choices. How are you helping to solve that problem of consolidating choices and tools? >> That's a great point. So if you look at the zero trust framework, which Lisa, you talked about. In the zero trust framework, we have few things we look at, and that is through Dell's technologies and partner technologies. So we can provide things like secure access, context based, right. So which users can access which applications, identity based. The second one is, which applications can talk to which applications, for micro segmentation, again identity based. And then you have an encryption everywhere. Encryption with data in motion, data in rest. Because encryption is super important to prevent hacks. So, and then you have cloud workloads. We have cloud workload protection. So some of those things, we rely on our partners and some of them actually, we have technologies in the house, like Arun talked about the cyber resilience and the wall that we have in house. So we provide the end-to-end framework for our customers for zero trust, where we can go and identify. We can assess, we can go build it out for them. We can detect and respond with our excellent MDR service, that we came out with last, just last year. So that MDR service allows you to detect attacks and respond automatically using our AI enabled platform that reduces the signal from the noise and allows to prevent these attacks, right, from happening. >> Arun, question for you, as we've seen the proliferation of cyber attacks during the pandemic, we've seen the sophistication increasing, the personalization is increasing. Ransomware is as service is making it, there is no barrier to entry these days. >> Right. >> How has Dell technologies overall, cyber resilience strategy evolved in the last couple of years? I imagine that there's been some silver linings and some accelerations there. >> No, absolutely, Lisa. One of the things we recognized very early on with big cyber attacks going on five years ago, we knew that as much as customers had great technologies to prevent a cyber attack, it was a matter of when, not if, so we created the first purpose built solution to help customers respond and recover from a cyber attack. We created innovative technologies to isolate the data in a cyber wall. We have immutable technologies that lock the data. So they can't be tampered with. And we also build some great intelligence based on AIML. In fact, this is the first and only product in the world that looks it's backup data, does full content indexing and it's able to look for behaviors or patterns in your environment that you could normally not find with signature based detection systems. So it's very revolutionary and we want to help customers not only on the prevention side, which is proactive. We want them to be equally, have a sound strategy on how they would respond and recover from a cyber attack. >> Okay. So there's two pieces there, proactive, and then if and when you get hit, how do you react. And I think about moments in cyber, I mean, Stuxnet was obviously a huge turning point. And then of course the SolarWinds and you see that, the supply chain hacks, you see the island hopping and the living off the land and the stealth moves. So it's almost like, wow, some of these techniques have even been proactive. You're not going to catch them. Right. So you've got to have this, you talked about the NIST framework multilevel, but I mean, customers are aware, obviously everybody, customer you talk to. the SolarWinds, But it seems like, they're still sleeping with one eye open. Like they're really nervous. Right. >> Right. >> And like, we haven't figured it out as an industry yet. And so that's where solutions like this are so critical because you're almost resigning yourself to the fact that while, you may not find it being proactive. >> Yeah. Right. >> But you've got to have, you know, it's like putting tapes in a truck and driving them somewhere. Do you sense that it was a major milestone in the industry? Milestone, negative milestone. And that was a turning point and it was kind of a wake up call for the industry, a new wake up call. What's your sense of how the industry is responding? >> Yeah. I think that's a great point. So if you go to see the verbiage is that it's not, if you're going to get attacked, it's when you're going to get attacked. So the attacks are going to happen no matter what. So that's the reason why the defense in depth and the zero trust framework comes into play. The customers have to have an end-to-end holistic framework, so that they can have, not just the defensive mechanisms, but also detect and respond when the attacks happen. And then as you mentioned, some of them, you just can't catch all of them. So we have excellent incident response and recovery mechanisms. So if the attack happened, it will cause damage. We can do forensics analysis. And on top of that, we can go and recover, like the cyber recovery wall, we can recover that data, make them production again. >> Right. Ready. >> I guess. I'm sorry. What I was trying to ask is, do you think we've understand SolarWinds? Have the industry figured it out? >> Yeah. You know, great question. Right. I think this is where customers have to take a pragmatic approach, on how they do security. And we talk about concepts like intrinsic security. So in other words, you can do a certain activity in your environment and punt the ball to some other team to figure out security, part of what Dell does. You know, you asked the question, right. There's a lot of tools, where do customers start? One of the big values we bring to customers is the initial awareness and just educating customers. Hey, what happened in these watershed moment with these different attacks, right. Wannacry, stuxnet. And how did those customers respond and where did they fail? So let's do some lessons learned with past attacks and let's move forward with some pragmatic solutions. And we usually don't overwhelm our customers with a lot of tools. Let's have a road map. Let's do an incremental build of your security posture. And over time, let's get your entire organization to play with it. >> You talk about awareness, obviously that's critical, but one of the other things that's critical with the cyber threats and the what's going on today is, the biggest threat vector still is people. >> Exactly. >> So talk to me, about out some of the things that you help organizations do. When you're talking about, from an awareness perspective. It's training the people not to open certain links, if they look suspicious, that sort of thing. How involved is Dell technologies with your customers from a strategic perspective about really drilling this into the end users that they've got a lot of responsibility here. >> Yeah, if you go to see phishing is one of the most common attack vectors to go and infiltrate these attacks. So Dell has a whole employee education program that they rolled out. So we all are aware of the fact that clicking on links and phishing, is a risk factor. And we are trying to take that same message to our customers through an employee awareness training service. So we can actually provide education for the employees, from getting these phishing attacks happening. >> Yeah. That's really critical because as I mentioned, we talked about the sophistication, but the personalization, the social engineering is off the church these days. And it's so easy for someone to, especially with all this distractions that we have going on. >> Right. >> If you're working from home and you've got kids at home or dogs barking and whatnot. It's easy to be fooled into something that looks incredibly legitimate. >> Yeah, Yeah. >> You know, you bring another great point, right. You can keep telling people in your environment, don't do things, don't do it. You create a friction, right. We want people to be productive. We want them to use different access to different applications, both in house and in the cloud. So this is where technology comes into play. There are some modern malware defenses that will help customers, identify some of these email phishing, spear phishing. So they are in a better prepared position. And we don't want to curb productivity, but we want to also make a very secure environment where people can work. >> That's a great point is, that it has to be frictionless. >> I do have a question for you guys with respect to SaaS applications. I talk to a lot of customers, using certain SaaS applications who have this sort of, there's a dual responsibility model there, where the SaaS vendor's responsible for the application, protection. But Mr. And miss customer, you're responsible for the data. We are? >> Yeah. >> Are you finding that a lot of organizations are going help. We've got Google workspace, Microsoft 365, Salesforce and it's really incredibly business critical data. Dell technologies help us protect this because this is a vulnerability that we were not aware of. >> Absolutely. And that's why we have the backup service with apex. Where we can actually have SaaS data, which is backed up, using our apex solution for backup recovery. So, yes, that's very critical. We have the end-to-end portfolio for backing it up, having the vault, which is a air gap solution, recovering from it, when you have an attack. And I think the value prop that Dell brings to the table is, we have the client side and we have the data center side, right. With the multi-cloud. So we provide a completely hardened infrastructure where, all the way from supply chain to secure OS, secure bot and secure image. Everything is kind of harden with stick hardening on top of that. And then we have the services layer to go and make sure we can assess the risks. We can detect and respond. We can recover, right. So that we can keep our customers completely secure. That's the value prop that we bring to the table with unmatched scale of Dell services, right. In terms of the scale that we bring to the table, to our customers and help them out. >> Well, it's an interesting opportunity, and it's certainly, from a threats perspective, one that's going to persist, obviously we know that. Great that there's been such a focus from Dell on cyber resiliency for its customers, whether we're talking about multi-cloud, On-Prem, public cloud, SaaS applications, it's critical. It's a techno. It's a solution that every industry has to take advantage of. Guys, thank you so much for joining us. Wish we had more time. I could talk about this all day. >> Yes. >> Thank you. >> Great work going on there. Congratulations on what was going on with apex and the announcement. And I'm sure we'll be hearing more from you in the future. >> Excellent. Thank you, Lisa. >> Thank you very much. >> We are super excited about Dell services and what we can bring for manual security services for our customers. >> Great. >> Excellent. >> Appreciate it. >> Thanks, guys. >> Thank you. >> For our guests and for Dave Valante. I'm Lisa Martin. And You're watching the cube, live from day two of our coverage of Dell technologies world, live from Las Vegas. Dave and I will be right back with our last guest of the day. (upbeat music)
SUMMARY :
brought to you by Dell. from the Venetian in Las Vegas. the hot topic at the end. the great new things So ransomware, it's a household term. The numbers, the stats say, you know, So if you go to see, organizations and avoid the ransom if you can. and the recover process was too slow. happening at the customer level and the CSOs actually are facing and the recovering from threats. So the adversary is very, And then we can build the the term zero trust, Have I configure the I mean, the average customer has what, So one of the first things we do of any, in the business. that we came out with last, during the pandemic, in the last couple of years? One of the things we and the living off the land And like, we haven't figured the industry is responding? and the zero trust Right. Have the industry figured it out? and punt the ball to some other team and the what's going on today is, about out some of the things So we can actually provide distractions that we have going on. It's easy to be fooled into something Yeah, And we don't want to curb productivity, that it has to be frictionless. I do have a question for you guys that we were not aware of. So that we can keep our and it's certainly, and the announcement. and what we can bring for Dave and I will be right back
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Martin Glynn, Dell Technologies & Clarke Patterson, Snowflake | Dell Technologies World 2022
>> theCube presents Dell Technologies World, brought to you by Dell. >> Hi everyone, welcome back to Dell Technologies World 2022. You're watching theCube's coverage of this, three-day coverage wall to wall. My name is David Vellante John Furrier's here, Lisa Martin, David Nicholson. Talk of the town here is data. And one of the big announcements at the show is Snowflake and Dell partnering up, building ecosystems. Snowflake reaching into on-prem, allowing customers to actually access the Snowflake Data Cloud without moving the data or if they want to move the data they can. This is really one of the hotter announcements of the show. Martin Glynn is here, he's the Senior Director of Storage Product Management at Dell Technologies. And Clark Patterson, he's the Head of Product Marketing for Snowflake. Guys, welcome. >> Thanks for having us. >> So a lot of buzz around this and, you know, Clark, you and I have talked about the need to really extend your data vision. And this really is the first step ever you've taken on-prem. Explain the motivation for this from your customer's perspective. >> Yeah. I mean, if you step back and think about Snowflake's vision and our mission of mobilizing the world's data, it's all around trying to break down silos for however customers define what a silo is, right? So we've had a lot of success breaking down silos from a workload perspective where we've expanded the platform to be data warehousing, and data engineering, and machine learning, and data science, and all the kind of compute intensive ways that people work with us. We've also had a lot of success in our sharing capabilities and how we're breaking down silos of organizations, right? So I can share data more seamlessly within my team, I can do it across totally disparate organizations, and break down silos that way. So this partnership is really like the next leg of the stool, so to speak, where we're breaking down the silos of the the data and where the data lives ultimately, right? So up until this point, Cloud, all focus there, and now we have this opportunity with Dell to expand that and into on-premises world and people can bring all those data sets together. >> And the data target for this Martin, is Dell ECS, right? Your object store, and it's got S3 compatibility. Explain that. >> Yeah, we've actually got sort of two flavors. We'll start with ECS, which is our turnkey object storage solution. Object storage offers sort of the ultimate in flexibility, you know, potential performance, ease of use, right? Which is why it fits so well with Snowflake's mission for sort of unlocking, you know, the data within the data center. So we'll offer it to begin with ECS, and then we also recently announced our software defined object scale solution. So add even more flexibility there. >> Okay. And the clock, the way it works is I can now access non-native Snowflake data using what? Materialized views, external tables, how does that work? >> Some combination of all the above. So we've had in Snowflake a capability called external tables which we refer to, it goes hand in hand with this notion of external stages. Basically through the combination of those two capabilities, it's a metadata layer on data wherever it resides. So customers have actually used this in Snowflake for data lake data outside of Snowflake in the Cloud up until this point. So it's effectively an extension of that functionality into the Dell on-premises world, so that we can tap into those things. So we use the external stages to expose all the metadata about what's in the Dell environment. And then we build external tables in Snowflake so that data looks like it is in Snowflake. And then the experience for the analyst or whomever it is, is exactly as though that data lives in the Snowflake world. >> Okay. So for a while you've allowed non-native Snowflake data but it had to be in the Cloud. >> Correct. >> It was the first time it's on-prem, >> that's correct >> that's the innovation here. Okay. And if I want to bring it into the Cloud, can I? >> Yeah, the connection here will help in a migration sense as well, right? So that's the good thing is, it's really giving the user the choice. So we are integrating together as partners to make connection as seamless as possible. And then the end user will say like, look I've got data that needs to live on-premises, for whatever reasons, data sovereignty whatever they decide. And they can keep it there and still do the analytics in another place. But if there's a need and a desire to use this as an opportunity to migrate some of that data to Cloud, that connection between our two platforms will make that easier. >> Well, Michael always says, "Hey, it's customer choice, we're flexible." So you're cool with that? That's been the mission since we kind of came together, right? Is if our customers needed to stay in their data center, if that makes more sense from a cost perspective or, you know, a data gravity perspective, then they can do that. But we also want to help them unlock the value of that data. So if they need to copy it up to the public Cloud and take advantage of it, we're going to integrate directly with Snowflake to make that really easy to do. >> So there are engineering integrations here, obviously that's required. Can you describe what that looks like? Give us the details on when it's available. >> Sure. So it's going to be sort of second half this year that you'll see, we're demoing it this week, but the availability we second half this year. And fundamentally, it's the way Clark described it, that Snowflake will reach into our S3 interface using the standard S3 interface. We're qualifying between the way they expect that S3 interface to present the data and the way our platform works, just to ensure that there's smooth interaction between the two. So that's sort of the first simplest use case. And then the second example we gave where the customer can copy some of that data up to the public Cloud. We're basically copying between two S3 buckets and making sure that Snowflake's Snowpipe is aware that data's being made available and can easily ingest it. >> And then that just goes into a virtual warehouse- >> Exactly. >> and customer does to know or care. >> Yep Exactly. >> Yeah. >> The compute happens in Snowflake the way it does in any other manner. >> And I know you got to crawl, walk, run second half of this year, but I would imagine, okay, you're going to start with AWS, correct? And then eventually you go to other Clouds. I mean, that's going to take other technical integrations, I mean, obviously. So should we assume there's a roadmap here or is this a one and done? >> I would assume that, I mean, based on our multi-Cloud approach, that's kind of our approach at least, yeah. >> Kind of makes sense, right? I mean, that would seem to be a natural progression. My other thought was, okay, I've got operational systems. They might be transaction systems running on a on a PowerMax. >> Yeah. >> Is there a way to get the data into an object store and make that available, now that opens up even more workloads. I know you're not committing to doing that, but it just, conceptually, it seems like something a customer might want to do. >> Yeah. I, a hundred percent, agree. I mean, I think when we brought our team together we started with a blank slate. It was what's the best solution we can build. We landed on this sort of first step, but we got lots of feedback from a lot of our big joint customers about you know, this system over there, this potential integration over here, and whether it's, you know, PowerMax type systems or other file workloads with native Snowflake data types. You know, I think this is just the beginning, right? We have lots of potential here. >> And I don't think you've announced pricing, right? It's premature for that. But have you thought about, and how are you thinking about the pricing model? I mean, you're a consumption based pricing, is that kind of how this is going to work? Or is it a sort of a new pricing model or haven't you figured that out yet? >> I don't know if you've got any details on that, but from a Snowflake perspective, I would assume it's consistent with how our customers engage with us today. >> Yeah. >> And we'll offer both possibilities, right? So you can either continue with the standard, you know, sort of CapEx motion, maybe that's the most optimal for you from a cost perspective, or you can take advantage through our OpEx option, right? So you can do consumption on-prem also. >> Okay. So it could be a dual model, right? Depending on what the customer wants. If they're a Snowflake customer, obviously it's going to be consumption based, however, you guys price. What's happening, Clark, in in the market? Explain why Snowflake has so much momentum and, you know, traction in the marketplace. >> So like I spent a lot of time doing analysis on why we win and lose, core part of my role. And, you know, there's a couple of, there's really three things that come up consistently as to why people people are really excited about Snowflake platform. One is the most simplest thing of all. It feels like is just ease of use and it just works, right? And I think the way that this platform was built for the Cloud from the ground up all the way back 10 years ago, really a lot allows us to deliver that seamless experience of just like instant compute when you want it, it goes away, you know, only pay for what you use. Very few knobs to turn and things like that. And so people absolutely love that factor. The other is multi-Cloud. So, you know, there's definitely a lot of organizations out there that have a multi-Cloud strategy, and, you know, what that means to them can be highly variable, but regardless, they want to be able to interact across Clouds in some capacity. And of course we are a single platform, like literally one single interface, consistent across all the three Cloud providers that we work upon. And it gives them that flexibility to mix and match Cloud infrastructure under any Snowflake however they see fit. The last piece of it is sharing. And, you know, I think it's that ability as I kind of alluded to around like breaking down organizational silos, and allow people to be able to actually connect with each other in ways that you couldn't do before. Like, if you think about how you and I would've shared data before, I'd be like, "Hey, Dave, I'm going to unload this table into a spreadsheet and I'm going to send it over in email." And there's the whole host of issues that get introduced in that and world, now it's like instantly available. I have a lot of control over it, it's governed it's all these other things. And I can create kind of walled gardens, so to speak, of how far out I want that to go. It could be in a controlled environment of organizations that I want to collaborate with, or I can put it on our marketplace and expose it to the whole world, because I think there's a value in that. And if I choose I can monetize it, right? So those, you know, the ease of use aspect of it, absolutely, it's just a fantastic platform. The multi-Cloud aspect of it and our unique differentiation around sharing in our marketplace and monetization. >> Yeah, on the sharing front. I mean, it's now discoverable. Like if you send me an email, like what'd you call that? When did you send that email? And then the same time I can forward that to somebody else's not governed. >> Yeah. >> All right. So that just be creates a nightmare for the compliance. >> Right. Yeah. You think about how you revoke access in that situation. You just don't, right? Now I can just turn it off and you go in to run your query. >> Don't get access on that data anymore. Yeah. Okay. And then the other thing I wanted to ask you, Clark is Snowflake started really as analytics platform, simplifying data warehousing, you're moving into that world of data science, you know, the whole data lake movement, bringing those two worlds together. You know, I was talking to Ben Ward about this, maybe there's a semantic layer that helps us kind of talk between those two worlds, but you don't care, right? If it's in an object store, it can play in both of those worlds, right? >> That's right. >> Yeah, it's up to you to figure it out and the customer- >> Yeah. >> from a storage standpoint. Here it is, serve it up. >> And that's the thrust of this announcement, right? Is bringing together two great companies, the Dell platform, the Snowflake platform, and allowing organizations to bring that together. And they decide like it, as we all know, customers decide how they're going to build their architecture. And so this is just another way that we're helping them leverage the capabilities of our two great platforms. >> Does this push or pull or little bit of both? I mean, where'd this come from? Or customers saying, "Hey, it would be kind of cool if we could have this." Or is it more, "Hey, what do you guys think?" You know, where are you at with that? >> It was definitely both, right? I mean, so we certainly started with, you know, a high level idea that, you know, the technologies are complimentary, right? I mean, as Clark just described, and at the same time we had customers coming to us saying, "Hey, wait a minute, I'm doing this over here, and this over here, how can I make this easier?" So that was like I said, we started with a blank sheet and lots of long customer conversations and this is what resulted. So >> So what are the sequence of events to kind of roll this out? You said it's second half, you know, when do you start getting customers involved? Do you have your already, you know, to poke at this and what's that look like? >> Yeah, sure. I can weigh in there. So, absolutely. We've had a few of our big customers that have been involved sort of in the design already who understand how they want to use it. So I think our expectation is that now that the sort of demonstrations have been in place, we have some pre functionality, we're going to see some initial testing and usage, some beta type situations with our customers. And then second half, we'll ramp from there. >> It's got to be a huge overlap between Dell customers and Snowflake customers. I mean, it's hundred billion. You can't not bump into Dell somewhere. >> Exactly. Yeah, you know. >> So where do you guys want to see this relationship go, kind of how should we measure success? Maybe you could each give your perspectives of that. >> I mean, for us, I think it's really showing the value of the Snowflake platform in this new world where there's a whole new ecosystem of data that is accessible to us, right? So seeing those organizations that are saying like, "Look, I'm doing new things with on-premises data that I didn't think that I could do before", or, "I'm driving efficiency in how I do analytics, and data engineering, and data science, in ways that I couldn't do before," 'cause they were locked out of using a Snowflake-like technology, right? So I think for me, that's going to be that real excitement. I'm really curious to see how the collaboration and the sharing component comes into this, you know, where you can think of having an on-premises data strategy and a need, right? But you can really connect to Cloud native customers and partners and suppliers that live in the Snowflake ecosystem, and that wasn't possible before. And so that is very conceivable and very possible through this relationship. So seeing how those edges get created in in our world and how people start to collaborate across data, both in the Cloud and on-prem is going to be really exciting. >> I remember I asked Frank, it was kind of early in the pandemic. I asked him, come on, tell me about how you're managing things. And he was awesome. And I asked him to at the time, you know, "You're ever going to do, you know, bring this platform on-prem?" He's like unequivocal, "No way, that's never going to happen. We're not going to do it halfway house ware Cloud only." And I kept thinking, but there's got to be a way to expand that team. There's so much data out there, and so boom, now we see the answer . Martin, from your standpoint, what does success look like? >> I think it starts with our partnership, right? So I've been doing this a long time. Probably the first time I've worked so closely with a partner like Snowflake. Joint customer conversations, joint solutioning, making sure what we're building is going to be really, truly as useful as possible to them. And I think we're going to let them guide us as we go forward here, right? You mentioned, you know, systems or record or other potential platforms. We're going to let them tell us where exactly the most value will come from the integration between the two companies. >> Yeah. Follow data. I mean, remember in the old days a hardware company like Dell would go to an ISP like Snowflake and say, "Hey, we ran some benchmarks. Your software runs really fast on our hardware, can we work together?" And you go, "Yeah, of course. Yeah, no problem." But wow! What a different dynamic it is today. >> Yeah. Yeah, absolutely. >> All right guys. Hey, thanks so much for coming to theCube. It's great to see you. We'll see you at the Snowflake Summit in June. >> Snowflake Summit in a month and a half. >> Looking forward to that. All right. Thank you again. >> Thank you Dave. >> All right. Keep it right there everybody. This is Dave Vellante, wall to wall coverage of Dell Tech World 2022. We'll be right back. (gentle music)
SUMMARY :
brought to you by Dell. And one of the big So a lot of buzz around this the stool, so to speak, And the data target for this for sort of unlocking, you know, the way it works is I can now access of Snowflake in the Cloud but it had to be in the Cloud. it into the Cloud, can I? So that's the good thing is, So if they need to copy Can you describe what that looks like? and the way our platform works, the way it does in any other manner. And I know you got to crawl, walk, run I mean, based on our multi-Cloud approach, I mean, that would seem to and make that available, and whether it's, you is that kind of how this is going to work? I don't know if you've maybe that's the most optimal for you What's happening, Clark, in in the market? and expose it to the whole world, Yeah, on the sharing front. So that just be creates a You think about how you revoke you know, the whole data lake movement, Here it is, serve it up. And that's the thrust of You know, where are you at with that? and at the same time we had customers now that the sort of It's got to be a huge Yeah, you know. So where do you guys want that live in the Snowflake ecosystem, And I asked him to at the time, you know, You mentioned, you know, I mean, remember in the old days We'll see you at the Thank you again. of Dell Tech World 2022.
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Doug Schmitt, Dell Technologies & Alex Barretto, Dell Technologies Services | Dell Tech World 2022
>> theCUBE presents Dell technologies World, brought to you by Dell. >> Hey everyone. Welcome back to theCUBE's live coverage of Dell Technologies World 2022, from the show floor, the Venetian in lively Las Vegas. Lisa Martin here with Dave Vellante. We're having a little reunion with our guests that we haven't seen in a couple years. Please welcome back to theCUBE, Doug Schmitt, President of Dell Technologies and Services. Alex Barretto joins us as well, the Senior Vice President at Emerging Services and Technology. Guys, it's great to see you in 3D. >> I know great to be back. >> Yes. >> Its Awesome to be back. >> Isn't it great? >> And fantastic. >> It is. >> We were talking about how we have to get our sea legs back about, even just interacting with in life. >> That's exactly right. Being able to see everybody be back in person at these events. And it's great to see everybody it's like coming back to family. >> It is, it's been a reunion since Sunday. One of the, obviously the last two years have been quite challenging for everybody, for customers. Dell is coming off it's best year ever in FY22, over 100 billion in revenues, 17% growth year over year, astounding growth. The voice of the customer is always strong here at Dell technologies. But Doug, talk to us about some of the things that have been going on services perspective and how you really stepped in to help customers across industries succeed in the dynamic times we've been living in. >> Well. Yeah, thank you, and you're right. Coming off a very great, great year. And I think as you can see behind us and in the room here just great solutions for our customers. And that's what it's about, delivering the outcomes. And service is a huge piece of that, of making sure we bring all that together, deliver the outcomes our customers are looking for. If you look at the overall services organization just to take a step back just a little bit, we are a team around over 60,000 folks in 170 countries. And look, it's about this life cycle of services we provide. Everything from consulting to deployment to our support, manage services, security, education services, residency services, all the way to asset sustainability and recovery. So we can get all of the material back in and recycle it. So we have a great suite of services, and it's bringing all that together for the customer again to deliver with the products and the solutions and the software, the outcomes they're looking for. You asked a little bit about just to kind of double click that, about what our customers really saying, kind of what they're hearing, what we're hearing. I think there's three things. When I think about what they're looking for, one is the trusted advisor. You heard this during Michael's keynotes speech, that is key. They're navigating through the digital transformation, hybrid cloud, all of these things. Determining what they need to do to deliver their outcomes. And Dell can bring that trusted advisor status to them. So we can consult with them professional services, help bring that. The second thing is really around that life cycle services I talked about, all those different services that we bring. We allow our customers clearly the choice to say what pieces of the services do they need. Now we think we can bring everything together into a managed solution for them, but if there's certain pieces that they need to just, double click on, we can help with that. And then look, the third item that I'm hearing and that we can bring and that we have for them is flexible consumption. They can choose the way they want to consume the technology. You consume it by usage. You can consume by month, by quarter, or if you want the stability of long term contracts one, two, three years we'll do that. So really it's about trusted advisor and choice to help them deliver their outcomes. >> So a lot changed during the isolation economy. You guys obviously had to support new initiatives. First of all, budgets got squeezed in 2020. Then boom back, so they sort of slingshot it, real focus on obviously client solutions, remote work, endpoint security, identity access, VDI. Now in the post isolation economy, it's like, okay, some of the stuff at HQ you maybe needs to be updated, maybe we're rethinking the network. So, what are you hearing from customers? Where are they in their digital transformations, Alex? You know, what's hot. >> Yeah, so we actually recently created an emerging services group. And the reason for that is exactly what you're alluding today. So we actually talked in that group everything in this emerging. So APEX, telco, edge, data management, all the things our customers are asking for and we are convening new solutions, new services to meet their needs, and all that is housing in one unit, and we're thinking about the product management, the technology that goes with it, and we're working partnership with our customers to actually build and develop solutions that they're looking for. >> Yeah, there was no as a service really. I mean, you could do it with financial machinations before, now it's becoming much more mainstream. I mean, I know it's not a hundred percent of your business and maybe never will be. >> Yeah. >> But that's a whole new mindset. What else is changing in the business that you guys see? >> Well, yeah, I think there's, I think that's what comes back to what we saw, first of all we listen to the customers, follow what their needs are, and you're right. As far as the, as a service, I think it's back to that choice. If they want to purchase or consume as flexible or as needed, we'll do that. They want the contracts, the standard CapEx model, we'll do that as well. Look, there's three things. Professional services is really changing as well. We're seeing the needs again for going in and being able to deliver the services to customers, but also manage that in a lot of cases, they're asking us to take the workloads from them so that they can go and change their transformation, and their digitalization is one of the things that we're clearly hearing. And I know you're hearing the second one, security. I mean that is top of mind for everyone. And I, we have launched a lot of services around this. Some of those like MDR or Managed Detection Response our cyber vault, as well as our APEX cyber recovery services as well that we've announced here. So security's number two. And then the third one is this sustainability, again very important for us and our customers, is we have a 2030 goal around this as I'm sure or you've heard, but more importantly, that's something I know my team and I and everyone at Dell, that's a great personal feeling too. When you're getting up and you're doing something that you know, is right, really just doing it to help the customers as well is just an extra added benefit. So those would be the three things professional services changing, doing more and more of the manage take workloads off, two is the security, and the third is the sustainability clearly. >> We talked with JJ Davis yesterday, and we're talking a lot about ESG and how a tremendous percentage of RFPs come in wanting to know what is Dell technologies doing from an environmental, social, governance perspective. That it's really your customers wanting to work with companies like Dell who have a focused clear agenda on ESG. One thing that I'm curious when you talk about the increase in advantage services, the great resignation. We've all, that's been happening now for a couple years. It's probably going to persist for a while. Customers suddenly, labor shortages and the supply chain issues. How have you helped organizations deal with some of the challenges that they're going through from a labor perspective is that why one of the reasons the managed services is we're seeing an increase there. >> Yeah. I'm sure that can be and I wouldn't doubt that, you mean in terms of our customer is wanting more and more the managed and the professional. Yeah, I think that is a piece of it, but I also think part of that is that speed matters and customers are looking for the additional assistance to take things off, that they may have traditionally done so that they can, they can really get this transformation, this hybrid cloud, getting things moving very, very quickly. There's just so much to be done in terms of data management and bringing information to their end user customers. And they want to spend more time doing that. And so I'm hearing that more, but you are right. There's absolutely, there's absolutely the times where we have a residency service, we, and that has been growing very, very fast. And that tends to be why they ask for it, is because people have either left or are leaving >> Alex, Doug really kind of alluded to an area that I want to probe a little bit. And it's that's, I was talking to Jen Felch recently she's going to be on soon. And the, you mentioned security, Doug, as the top initiative clearly. And the distance between number two is widening, but number two is cloud migration. Now I asked Jen about that, because internally Dell has its own cloud. And I said, how do you interpret that? Or how do you, what's your second priority? She goes, well, I would translate that into modernization. So we're essentially building our own cloud is how I interpreted it. So my question to you is, are you seeing that with customers, how closely do you work with your own IT to take those learnings to your customers? And what does modernization actually mean to your customers? >> Yeah, that's a great question. It's actually the essence of why we're here. Talking to our customers and showcasing what we do within services, what we do within IT. Jen and I talk very often about her roadmap, our roadmap, and we want to showcase that to our customers because it's a proof point, it's a proof point of how they can do the transformation on their own. Do we have a whole slue of products from a services standpoint that are tied with what Jen is doing as well? And that's what we bring to market. So whether that's on APEX, that we announced right here two days ago, the cyber recovery services available now, that's working very closely with our IT counterparts. And we have a whole slue of roadmap with high performance computing, to be announced soon and machine learning operations, all that is to meet the customer needs, and what they're asking for. And if you look at the emergence of needs from a customer standpoint, it goes in a multitude of uses. We have telco customers, they have very specific needs and we're looking to meet those needs. We have the traditional customers, which may be going at a slower speed in their adoption of the cloud, we're there to help them. And we're all about to hybrid cloud. Hybrid cloud is a hundred percent of our strategy. So whether you want to go cloud based, whether you want to be OnPrem or you want to be hybrid, we're there to solve your needs. >> What's the partner story in terms of delivering services, we know that the Dell technologies' partner ecosystem is massive. We know how important partners are to the growth. I think I saw 59 billion in revenue came through the channel last year alone. How do you enable partners to deliver some of those key services that you talked about? >> To leverage the partners for the, on the broader ecosystem for that? >> Yes. >> Yes, well, you're right. We do have a very large partner network and we're very flexible on that. Again, it sounds like we are flexible in everything and we are by the way, for our customers and our partners, 'cause look it is about delivering first of all, how our customers want their service. I do like this idea and we talk about modernization, transformation, digitalization all these things are kind of the same thing about going in and looking about how we're improving the overall infrastructure and these outcomes. And to that end, we work with the customer on what they're looking for. And then we'll either do a couple things with working with the partners. Either we take prime and we'll take that and take the pieces that they can deliver and we can deliver together. But again, it's with the customer in mind of how they want to do that, working with the customer. We do have code delivery services as well. And look, we're very open with our partners about if they want to be prime and then leverage those same lifecycle services we have. What this is about is about getting this transformation and this technology and these so into the hands of the customers in the best way possible. >> So, I could white label as a partner. Could I white label your services? >> We don't have the white label. >> Okay. >> We do have co-delivery. >> Okay. So that's what I could do. I can say, okay, I'm bringing this value. Dell's bringing that value. You're visible to the customer. >> That's correct. >> Which is I presume a benefit to the customer. >> Correct, correct. >> The trust that you've built up. >> Now that gets, just the white label you would say like our ProSeries, ProSupport, ProDeploy, ProManage, all of those things. Isn't a white label, but at the same time our customers especially in the professional service side of it could be the prime, which would be the same thing as a label. >> How are client? This is kind of interesting thought I had the other day. How are client services changing? Do you see the point where, I mean, maybe you're doing it already. It's just a full manage all my client devices and just take that away from me, and Dell you take care of that and I'll pay you a monthly fee. >> Well, yeah, we are seeing that. And one of the things that they like the best about is doing that management, is bringing kind of the AI and the BI to it that we can with our support assist and all of the data that we give back, we're actually able to help manage those environments much better. And in terms of an end to end, keep things updated, upgraded, manage it. But more importantly, what we see when we do have those client managed services end to end, the customers are actually coming back and asking us to help improve their operational performance. And, and what I mean by that is, all of a sudden you'll see things where the trouble tickets are coming in 'cause we're seeing that. And we're actually going back in with that information to help alleviate or improve their operational processes, so that they're able to function and spend more time on their business outcomes >> And reduce that complexity, sorry, Dave. >> No worries. How about the tip of the spear, the consulting piece? What are you seeing there? Are we going through and as we modernize, are we going through another wave of application rationalization, people trying to figure out their digital transformation, what to double down on? What to retire? What to sun set? What's that like? >> Yeah, I think it's similar to the managed service conversation we just had. It's really pivoting to technology. Even in the services space, it was all about our physical footprint. Five, six years ago, our physical capabilities, the number of people, depots et cetera that we had, right now, our customers and even internally what we're pivoting towards is technology. They want to know how are you going to do is solve our problems, whether it's consulting or managed services using technology. Precisely to the point that Doug was making, because they want insights, value add from the services we provide, not just consult for me, not just manage my service, but provide me value added service on top of that so that I can actually differentiate my services, my solutions and that's where we're building, that's what delivering really leveraging technology. You look at the number of software engineers we have, data scientists, the algorithms we're building now inside services. It's really become a technology hub, whereas it used to be a physical hub. >> I'm just going to, oh, I'm sorry please. >> No, go ahead. >> Follow up. >> Where it's really headed is, if you look at this it's going to become this outcome based services. When I talk about outcome based services, it's not managing just the IT infrastructure, that you have to do, you have to modernize and transform. However you want to say that to customers. But in addition to that, they're looking for us to take that information and help change their business models as well, with the data and the and the insights we're getting back. >> Their operating model. >> Absolutely. >> But changing that in the last couple years and pivoting over and over again, to survive and to thrive, talk to us, Alex about the emerging services and how you've maybe a particular customer example of how you've helped an organization radically transform in the last two years to be competitive and to be thriving in this new economy in which we're living. >> Yeah. I think a great example is Dish. If you look at Dish, they're actually launching one of the first Open RAN networks. Leveraging the power of 5G. And we're working very closely with them on the services and solutions to enable them to deliver that service to their customers. And that's a new area for us, a new area for them. So we're actually working together in innovating and coming up with solutions and bringing those to the market. It's a great example. >> Lot of collaboration guys, thank you so much for joining us. Great to see you back in person again after couple years, probably three. We appreciate your time and your insights. >> Thanks guys. >> Thanks for having us. >> Our pleasure. Dave Vellante, Lisa Martin here, you're watching theCUBE's live from Dell Technologies World 2022. Stick around. Be right back with our next guest. (gentle music)
SUMMARY :
brought to you by Dell. Guys, it's great to see you in 3D. how we have to get our And it's great to see everybody and how you really stepped and that we have for them some of the stuff at HQ you and all that is housing in one unit, I mean, you could do it with What else is changing in the the services to customers, and the supply chain issues. And that tends to be why they ask for it, So my question to you is, all that is to meet the customer needs, that you talked about? And to that end, we work with the customer Could I white label your services? Dell's bringing that value. benefit to the customer. Now that gets, just the and just take that away from me, and the BI to it that we can And reduce that How about the tip of the Even in the services space, I'm just going to, that you have to do, you have in the last two years to be and bringing those to the market. Great to see you back in person again Be right back with our next guest.
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Allison Dew, Dell Technologies | Dell Technologies World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>No, that, that you guys. >>Hey, welcome back. Everyone. Live here on the floor in Las Vegas with Dell tech world 2022 cube coverage. I'm John for, with Dave Volante, Allison Ducey, chief marketing officer executive vice president of Dell technologies. Welcome back to the queue. Thanks for coming back on. Hey Allison. >>Hey. Hi guys. It's so good to see you. I am just so delighted to be on the cube and so delighted to see you both live and in person. >>So three years ago was the last physical event. A lot of virtual, a lot of, probably some scar tissue to share there, but give us the quick highlights here. The, the show format what's new, what's different. >>So I think one of the things I talked to my team about a lot is we've learned so much over the past couple of years. It's really important as we go forward to carry the best of what we've learned over the last two years, combined with the best of in person experiences that I know we all missed. So things that really people wanna do in person training, connection, the birds of the feather sessions and taking the technology and communications skills that we've developed over the last two years and making the event better as well. So, you know, Dave and I were talking about how do you extend the reach of the event beyond just three days? How do you engage with the global audience? Not all of whom are back to traveling all of the time. And so we think the impact of this event is the biggest and best that it's ever been. And it's not about going back to 2019. It's about the best of the last couple of years and the human connection. I think we've all been missing. >>So I remember last time here, here, we, we asked, we're coming up to state with Ashton Kucher and I told you about my man crush. And now you bring a on Matthew, which was an amazing interview. I mean, I don't really, no, I mean, I love his work, but wow. What a thoughtful and intelligent individual, and you obviously did a great job, you know, carrying that interview. So tremendous. I mean, you, you know him, right? He's like in your >>He's, he's an Austin Guy. He's really committed it to Austin. He's really committed to the university of Texas. We've done a number of things with him together. So we do know him and still, that was probably the most in depth conversation that we'd ever had with him. And it was so much >>Fun. Let me wait. So, okay. So I gotta make you laugh. So at the, after you were done, you said, okay, let's open it up for audience questions. Now I was really intimidated even though I to get up in front of the audience and ask questions, but I didn't know what to ask him. And I figured there'd be a long line of people asking the question. >>There was not. >>So I saw that and I'm like, I don't know what to ask 'em. So I texted my wife and my daughter who love 'em. They're like, all right. All right. And so my wife texted me a question, but it was too late. The, the session had ended. So I'm gonna ask you her question and ask you what, how you think he would've responded and we can >>Refine it. Okay. I'll give it a whirl. Your >>Question was, he's a big proponent of showing up. Okay. I didn't know this. You could ask him about if the definition for him of showing up has changed over time and how does he stay motivated to always show up? And I was like, wow, what a great question. >>That is a great question. And I will tell you as the interviewer, I think lots of people were sort of intimidated. One, one woman even said, this is making me nervous, but here's my question. So as the interviewer, I was looking out at the sea of nobody asking questions, doing scrambling in my head, trying to come up with some more questions, cuz I had already asked all my questions. So I wish you'd been able to get to the stage, uh, get to the mic and ask that question. But here's what I think he would've said. Who knows? Maybe he'll send me a note if I get it wrong. I think he would've said something along the lines of, it's always about being intentional about what's happening in your life at that moment. <affirmative> and so, as he thought about some there's an example he uses in his book. >>I don't remember the name of the movie where he kind of very early in his career where he kind of just winged it and he got to the set and he realized because he was, he thought he was getting over rehearsed. And so he thought I need to go back to the natural moment. And he realized the script was in Spanish and he said, I need six minutes. How is he gonna memorize script in six minutes in Spanish? And I think that was just an interesting example of when he realized that there's a synchronicity between being your natural self and being intentional and being really thoughtful about where you are and what you're doing at that moment. So I think that that intentionality spans his career. It's the moment of interest inspection about where you are in your life and doing brave things like leaving behind a safe, but no longer fulfilling romantic comedy career. So that's what I think he would've said. And >>Bringing that to the moment is where he gets his inspiration. >>I think so. Yeah. >>Yeah. So he's very impressive guy. I didn't read the book yet. It's green light is >>Green lights. Green lights >>Is able the book. So >>I recommend it and I didn't listen to it. I read it. I'm a reader, but I've had many, many, many people tell me that they listen to it. He narrates the book himself. So I think there's some benefit there because you get it truly in his voice. >>Yeah. That's always fun. Yeah. >>Speaking of in the moment, this event has got two things going on in the format you mentioned, but also the content. It is right on point. And a lot of the execs came in Michael and the COOs were both on the cube, interesting poll position you guys have for this. Now you got the marketing angle going on here. How do you throttle this next? What's next? How does it evolve? You got the content, you got the new format, Dell tech world plus digital now combined. What's next? >>I think, I mean, so obviously we are clearly in an inflection point in the technology industry and we've talked a lot about separating the hype from the reality of the day to day of what our customers are doing in their businesses and the problems they're trying to solve. But if you look at what makes us really, uh, I think special and unique is if the, the last number of years we've continued to show up and deliver for our customer tumors, we were there with them over the course of the pandemic. We helped them get their remote workforce up and running and now we're helping them lean into their data center challenges. And I think, for example, the snowflake announcement from earlier this week, this ability to have the best of both worlds and to have your data on premises whilst also benefiting from Snowflake's capabilities. I think that's just a good example of the kind of thing you'll see us do more of, and this intentionality that we're trying to bring to an incredibly complex and fragmented world. So that's what we're doing from a business. And then from a marketing perspective, I think it's just about this stretchy steady drumbeat. It's no longer one moment in time. It is all the moments in time while it's also keeping people's attention. Yeah. Not boring them to death with four hour keynotes. It's >>It's interesting. You know, we, we've been watching you guys for a long time, as you know, and it's interesting. You have such a big story. Now you have the story at the industry positioning of where it is for growth. You also got product innovation, right? Balancing the, the product innovation, which is still evolving. You got edges exploding, the snowflake deal with the new product use cases. There's still the need for the, the nerds, right. So to speak. And then you got the industry leadership, which is happening. So you've got balancing that. How do you thread that needle? How do you tie it all together? How what's, how do you think about that? What's your thought >>Of the things I think is at its simplest. It's not just about what we do. It's also about who we are as a company and you have to do both, right. We have to talk about where we're innovating in our products and our solutions. And it's also really important for us to tell the world who we are and how we show up in the world. And if you think about it, another one of the announcements from this week that I'm really proud of are our solar hubs. And that's a build off of the, uh, solar learning labs working with 25 communities around the world, underserved in terms of access to technology. And so it's, you have to do both sometimes I think in the past we've been just talking about our products cuz we're engineers at heart. And we're proud of that and not talking enough about who we are. I think some companies talk too much about who they are and you're like, well, what do you do exactly? So, you know, the question always is how do you do that? And so there's a believability gap. What we're always striving for is that combination of what we do, who we are. >>So you know, that what we do is really important and there's obviously a lot of very difficult and contentious social issues. Yes. And, and kind of a of follow up there is, is, you know, what's your philosophy on how to handle those? It's presumably what you do, not what you, you say. I mean, you gotta say things as well, and they're gonna be more, you know, we're hearing about it, reading about it, others that are gonna be down the road, how what's your philosophy on how to handle those? >>The first thing is we try to be really thoughtful about what conversations or actually relevant to us. One of the things I watch many companies do is comment on anything, anything, and everything. They sort of run into the fray of the moment and they over comment. And frankly, then I think they don't stand for anything because they're constantly chasing a press cycle, which is pretty vicious and pretty short lived. So we don't think that that serves us. What we do is we look at almost every issue you can imagine. And ahead of time, ahead of time, have the conversation about where are we going to engage? What are the issues that we stand for? And we've got much more intentional, even on our ESG and CSR front, around taking our moonshot goals and making them more practical so that we can be really thoughtful and intentional. Because as you know, at the moment of time, when a crisis hits you, haven't done that work ahead of time. You're probably responding. And you can see that sometimes without naming any names, because everybody knows some of these players are without my even having to say it, someone responding or flip flopping it's cuz they haven't thought about it ahead of time. >>Yeah. And a lot of that comes from the top and the CEO won't stop on Twitter. But so that to me ties in. Yeah. So it ties into the concept of trust. Going back to some of the keynote messages that we heard from Michael you've earned trust in a lot of ways you were there during the pandemic, you know, your products work, et cetera, et cetera, but the way in which you act builds trust doesn't it. And that we've in, I think came across in, in the keynotes. Why such a big theme on trust? I mean you see apple with privacy, doing certain things really doubling down on trust. Can you talk about that? >>I mean, I think it's because it is core to who we are and if you look at the hype cycle around technology, the hype cycle, around companies who can have kind of a moment in the sun and then you find out actually that their business practices weren't very good or they weren't really delivering on the innovation that they were claiming. So they were probably overclaiming at times it has always been core to who we are. What I think we're doing now is just being much more intentional about how important it is to show up that way. That's why I come back to, it's not just what we do, it's who we are and that's why customers choose us. And you hear some of the customer case studies like U S a a like CVS that we use a lot at the moment in time where they needed help managing through the pandemic. We delivered with a consistency that not everybody could provide. And I think provides us the room and the space to really lean into this trust conversation. I >>Love, I love the high level flag. You guys are flying at ESG stores. You're getting in immersed in issues that you're solving for yourselves. So you can understand them and have good positions, but also on digital. Now you have other ways to drive the business. We just started a discord server week before for Dell tech world and already got 8,000 members. And the only thing they really care about about Dell tech world here is what's the monitors, where's the speeds and speeds. Right? They want the speeds and these they're gamers, right? So there's omnichannels everywhere. Right? You have, that's hard, right? So is it a top down? Let, let things fly. Is there intentionality around execution to drive business value? >>I think that, I mean, one of the things that I would say for the company and for its leadership for me personally, is we're generally pretty intentional about most things that we do. I always have an expression that I, I, I don't like to reward a Smith fireman. If the building is on fire, I'm gonna ask you, why is the building on fire? Not, you know, I'll say, are you okay? But then I'll say, why is the building on fire? So the reason I use that analogy is we are pretty intentional about most things that we do. And then you also have to re leave room for innovation because it is a completely different product experience to build an alien where than it is to build server. And yet there's certain standards around how we think about our commitment to environmental goals and sustainability that's consistent. Yeah. So that's the balance that we're always looking for, >>You know, in the isolation economy, we, we learned that we didn't know what was coming next. Yeah. And now in the post isolation economy, we, we learned, you referenced this. We're not going back to 29 team, a rinse and repeat of of 2019 is not gonna work. So I know it's early. You haven't really had much time to think about it, but what have you learned from this event? We were surprised by how many people showed up. What else? >>I was a little surprised by how many people showed up in the fi. And we got a lot of people show up in the final register in the final week or so. I mean, one of the things I think we knew this, but I think we had to learn it a little bit. The hard way. Yeah. Was maybe you don't need four days of two hour keynotes, you know, maybe, maybe people can't absorb that much information. And so I think we've gotten a lot tighter on our messaging and delivering of the keynotes and then allowing people, the space to engage in other that are really important to them, like their own training. They, a lot of people come to this, this event for their own professional development. We should be proud of that and celebrate it. And one of the expressions I use a lot is let's get our inner geek back and provide people the opportunity to do that. And even with our own employees, one of the things that we've seen is just how happy they are to see each our, so leave space for that. >>The face to face matters. It's really valuable in some say, it's the scarce resource now. Yeah. And the digitals augmentation, what have you learned as the standards are, ER, there's no standards they're emerging in real time. What what's popping out as go to, that's gonna evolve as de facto standard digital event kind of hybrid. I >>Think I, I think the short and easy answer is that hybrid Brit evolves as the standard. I don't think anybody sort of like the cloud. Um, I don't think anybody is questioning that you can have the best of both. I think, um, you know, if I taking it out of the realm of events, we are very committed to a hybrid work environment. Just as an example. And this conversation about many companies say you can have flexibility as long as you're here on Tuesday. Well, that's not actually flexibility. That's just pretend flexibility. And so being intentional about, you know, you obviously have to have the conversation with your leader, but we, we are saying, figure out what works for you and work that way. And the reason I went, I took it from events to that example is because that's just one of the many examples of how we're all trying to figure it out. And it's intentionality, it's honesty, it's trust, you know, maybe your job is something that needs to be in person. Great. Then go do it in person. Maybe it's not then don't but have the conversation. So that's, that's how the conversation is sort of >>Maybe it event native, which is the old model. Yeah. Yeah. Hybrid events is there multi-event Daves club super event, >>Multi, multi hybrid events. >><laugh> >>And there actually we do take this show on the road with the Dell tech forum. So it is multi hybrid event. >>By the way you mentioned the team, how excited the team was. I thought it was a great touch at the end of the, of day one keynote to bring all the team members out. That was a really powerful moment, >>You know, to be honest, I loved it when I saw it on paper, I thought this could either be great or so cheesy. I'll be like climbing under my tour and I loved it. And, but even that was a risk where I thought that's fine. Try it. And if it, if it doesn't work, like it's fine, >>Go bigger, go home if they >>Exactly. So I think you see us trying to lean into those moments a little bit more and be willing to take that risk and see what happens. >>Allison always great to have you on the cube. I love your insight. Love your perspective. Final question for you. What are you into these days? What are you watching personally in the industry or in, in your life as we evolve into this next chapter of the generational of the cultural shift? >>I mean the biggest thing that I'm really thinking about is this question of hybrid work and what does it mean to build connection with our employees, with our customers, with our partners, with our broader ecosystem, whilst also having the freedom and flexibility that the last two years have brought us. I mean, I think you guys know, I, I have an odd personal life. I kind little bit of a digital Noma myself and you know, I, in a let's >>Extend the segment, let's >>Go down and in years for past I would not, um, have been able to maintain my life and my job. And that's the power of technology. You just have to look for the downside, which is maybe people need more connection too. So that's an unanswered question. >>Yeah. I knew fabrics are more urging my minds. Very clear. Yeah. Allison, great to have you on again. Pleasure having, Thanks for having us here in the queue. We really >>Appreciate it. We always love having you at Dell tech world. And it's great to see you personally. Thanks >>Executive vice president CMO Dell technologies here in the queue. I'm John for Dave LAN. We'll be right back with more after this break.
SUMMARY :
Live here on the floor in Las Vegas with Dell tech world 2022 cube coverage. so delighted to see you both live and in person. The, the show format what's new, what's different. So I think one of the things I talked to my team about a lot is we've And now you bring a on Matthew, which was an amazing interview. And it was so much So I gotta make you laugh. So I'm gonna ask you her question and ask you what, Refine it. And I was like, wow, what a great question. And I will tell you as the interviewer, I think lots of people were sort of intimidated. It's the moment of interest inspection about where you are in your life and doing I think so. I didn't read the book yet. Green lights. Is able the book. I recommend it and I didn't listen to it. Yeah. Speaking of in the moment, this event has got two things going on in the format you mentioned, but also the content. a lot about separating the hype from the reality of the day to day of what our customers are doing And then you got the industry leadership, which is happening. And so it's, you have to do both sometimes I think in the past we've So you know, that what we do is really important and there's obviously a lot of very difficult and contentious And you can see that sometimes without naming any names, because everybody knows some the pandemic, you know, your products work, et cetera, et cetera, but the a moment in the sun and then you find out actually that their business practices weren't very good So you can understand them and have good positions, And then you also have to re leave room for innovation because And now in the post isolation economy, we, we learned, you referenced this. I mean, one of the things I think we knew this, but I think we had to learn it a And the digitals augmentation, what have you learned as the standards are, ER, there's no standards they're emerging in real time. And so being intentional about, you know, you obviously have to have the conversation with your leader, but we, Maybe it event native, which is the old model. And there actually we do take this show on the road with the Dell tech forum. By the way you mentioned the team, how excited the team was. You know, to be honest, I loved it when I saw it on paper, I thought this could either be and be willing to take that risk and see what happens. Allison always great to have you on the cube. I mean, I think you guys know, I, I have an odd personal life. And that's the power of technology. Allison, great to have you on again. And it's great to see you personally. We'll be right back with more after this break.
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Cheryl Cook, Dell Technologies | Dell Technologies World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>Okay. Welcome back everyone. Day three of Dell tech world cubes live coverage in Las Vegas are down on the floor live event hybrid event as well online. If you're interested in seeing some of the replays, I'm John furrier with the cube with Dave LAN next guest, she cook senior vice president global channel at Dell tech know is Cub alumni. Great to see you in person. >>Thank you. Great to see you both in, in person. How >>Are you? We had a virtual virtual last year, but this year in person, a lot of action, a lot of big announcements. The big story is the snowflake deal. You're seeing the new architecture by design multi-cloud by design of variety. Everything. Cyber is huge. Now the partners are playing a huge role. So the notion channel and partner value add is really at an all time high. Could you share your, your thoughts on where you see it, where we are today and where's it going? >>Thank you. I absolutely couldn't agree more and I'm an optimist by nature, but I actually think the timing for the partner community and the partner ecosystem en large has never been brighter. So a lot of the themes we've been discussing is just the inherent complexity that our customers are trying to navigate through multi-cloud and multiple business models, consumption models that is so uniquely well positioned for what our partners do. So our partners help navigate those complexities for our customers. They bring a lot of expertise in not just infrastructure in multiple stacks and workloads, but also in verticals and industry expertise. And everything's moving use case workload industry centric. And I think our partners are incredibly well positioned. >>You know, you know, the game still remains the same, but the world changes in indirect and partner relationships. And, you know, we use words like ISV VA, a reseller at the end of the day, they're helping customers with solutions and the game has changed. Could you share your thoughts on what's different now because we're seeing a rise of more managed services plugging into your, your relationships and the value you guys bring. So it's still the same game value creation, helping customers making money. >>Absolutely. And I think, you know, the one trend that we're definitely seeing is everybody is overwhelmed with the complexity. And I think we all can acknowledge that one size doesn't fit all for every workload, whether it's a deployment model in a public cloud on premise, a private cloud, some customers wanna go asset light. How do I put, put it in a co-location facility? So customers are in charge right now. It's actually about their choice. And what we're trying to do with a lot of these partnerships and announcements is really enable and empower our partners to be able to meet their needs and offer the right solution for what they have, where they need to need to spend it. And I just think it's an incredible opportunity and the lines are blurring frankly, in the ecosystem. So many of these partners are participating in multiple business models already. So our notion of an MSP, a CSP, a reseller, it's kind of, yes, they're all doing it. <laugh> it's >>Called cloud. John John mentioned the snowflake deal. I wonder if you could talk about that a little bit in the, in the old days, it would've been Dell go into snowflake saying, Hey, your software can run really fast on our box. Yeah. You know, so we should go to market and do something together. It's a totally different dynamic. Now can, can you explain kind of how that deal came about and what the dynamic was like? Yeah. >>We're actually really excited about the snowflake partnership because I think it's a fabulous example and an expression of what the true partner ecosystem can represent. And what it really showed is we've got out a fabulous piece of technology and so innovative with snowflake in their analytics platform. And it was, cloud-based only, we have a lot of customers that for sovereignty reasons, security reasons, policies, what have you that have a lot of on-premise on Dell storage, quite frankly. So what this partnership enabled was the ability to export and take data off premise into their cloud for analytics and get it back. But as importantly for their customers, it now gives them the ability to take their IP and their snowflake analytics platform on premise to where the Dell storage is. And that's an incredibly strong example of how a, it's a really strong win-win partnership between Dell and snowflake, but it's a great win for our partners and customers to be able to leverage the best of both IP where it's appropriate. >>Oh. And by the way, to run really fast. Absolutely. But completely different discussion and dynamic in terms of going into that deal. Interesting. >>Absolutely. Absolutely. So >>That's a good example of the services that are emerging. So also highlights that that didn't exist before that, that use case. So as partners come in and want to make more money, there's tons of margin for them to build solutions and they're in multiple business models. Can you give an example of some of the hot trends? Is it as a service? Is it what models do you see kind of like evolving as kind of like the lead play for most of the, >>I, I would say, you know, the reason I think our partners are so incredibly well positioned is like some of our strongest partners. They all have relationships with the hyperscalers too. So they have practices built around AWS and as Azure and the like, and right now workloads can't live in one single place partner are so uniquely well positioned to advise and counsel their customers and do all the value added services you mentioned on where is the best fit in place for that workload. And what we're aiming to do is empower those partners and give them consistency in operating experiences, management experiences. So though that no matter where the data or the workload goes, those partners deep investments in their skills and their expertise is leveragable and extendable across wherever it lands. >>Yeah. Cheryl, we always have great conversations around the channel, the relationship and the value opportunities for them to make money and serve customers. But I wanna get your thoughts on, on what's just happened over the past three years, the pandemic has really shined the light on the value of partners, um, in, in, in a time where everyone's working at home and, and COVID has happened with the pandemic partners stepped up. Oh, and so can you share what was some of the highlights and, and, and different success trends you saw at the pandemic? Because they had to move fast with technology, people who weren't on the front end had to catch up fast, but yet were handicapped by the, by the pandemic. >>Yeah. You know, it's really revealed just so many inspirational stories actually. But I think what we learned and what we saw is PA partners are local partners are intimate with customers. They understand their business and they understand their need. And then when they leaned into a relationship with Dell, it was everybody focused on the customer. And at first it was business continuity, right? I mean, resiliency, how do we do it? How do we enable them to get their worker productive and working remote? And I think customers just needed help and they reach local, right. And the partners that are there have the expertise, as we know, it's not the first time they've done these deployments and they had the reach and scale. And I honestly think some of the joint success we enjoyed through that crazy phenomenal period <affirmative> is frankly, a Testament to let's just stay focused on the customer. I think our supply chain showed up, frankly. I think we helped navigate that and be responsive, but the opportunity was incredible. >>I heard people say the internet and partners saved, um, companies from going under with the pandemic. Can you give an example of, of what's changed for Dell because you who has had to rely on partners, what new learnings and changes came out of the pandemic because they had to solve the problems fast for customers. Did it change how you operate and how you run your business? >>So well, I'll tell you, I mean, I'll give you a real world example. What we kind of mobilized real quickly was all about digital selling and virtual selling and digital demand creation. And, you know, nobody could hold an event anymore and that's the way we all build pipeline and drive demand. And we have learned at a necessity how productive and efficient virtual opportunities can be. And we can also learn when, you know, Michael calls it zoom airlines, right. That we were on, you know, we could take our best experts and our most technical resources and engage them in five or 10 customer engagements. We opened that to our partners. We took our executive briefing center, made that virtual and all of that just unlocked the ability to one, meet the demand. And then as we've learned, we were just describing, I think it's gonna be hybrid. You know, some of those lessons learned and how fabulously efficient they were, are gonna continue. And we can't wait to get back in person too. It really makes >>The digital piece really work. We're calling it cube plus digital on our side, but we're now integrating digital. You have to have that first class citizen digital into your physical operations. >>Absolutely. We called it digital first. And I think, you know, we have so much evidence and data on buyer behavior changing. You know, the two years we all spent at home, we're all bringing, you know, our all online preferences to our B2B life and existence. And people want that simplified, elegant, responsive experience even where we are now. And we learned through the pandemic, frankly, that, you know, the MDF resources we extended to our partners, the work we did on digital activities was far more profit efficient. The returns are, I mean, the evidence speaks for itself. So it's phenomenal partner >>Partnership by definition implies a two-way relationship. And so what's your secret to scaling partnerships and making sure that you can give all your partners the attention, maybe not equally, obviously there's tier, but what's your, what's your trick there? >>Well, I think, you know, one size doesn't fit all. And I think that applies to our partner ecosystem. We've been talking about deployment models and clouds, et cetera. And we're gonna have a traditional partner program where we're gonna have coverage and resources and some of our largest partners. But then we lean into ISV relationships, distribution relationships that help extend and cascade the experience with Dell, our training and enablement the opportunity. And I think one of the trends we're also seeing is we're gonna have multiple partners engaging on single opportunities and that's where they're gonna play to their strengths. And we're gonna continue to have to enable that, you >>Know, that brings a good point. Just wanna riff on this real quick, if you don't mind, the local angle that you mentioned partners are local, um, partners are servicing. They're changing with you. Look at the edge. Jeff Clark was talking about the future, how the edge, uh, and data is so important and new personas like data engineerings, emerging data as code Caitlin was talking about you can't get more local than a 5g tower with absolutely with boxes there. And if you look at the hyperscalers trying to do these regional, uh, areas, Dell's actually positioned well with their partners to actually do what you've been doing, all your, all your, the company's history, deploying solutions, absolutely. At the edge. Absolutely. Which is essentially the customers, your reaction to that. Well, >>Like I said, I'm so bullish on the opportunity for partners going forward, but specific to edge, if you look at our OEM business, for example, there's a lot of edge solutions and deployments that have been conducted through that business. Our partners participate in our OEM capabilities and resale capabilities today that I think is only gonna continue. And if you look at almost as a 'em from all the way to custom design and embedded solutions that we can do up to, and including just working with ISVs, where we can help build purpose built technology around their software or the telcos as we've discussed, that's a great example of where we're gonna build purpose built hardware that actually has commercial applications that we've opened up more locally. So I think this edge >>And, and the deliveries there, >>Absolutely. And it's inherently use case centric. So when you start talking edge year by default, kind of into an industry, vertical conversation, and the unique opportunity for the win-win in partnership is really leveraging what we do well, which is horizontal consistency scale with their vertical industry, intimate expertise, it a nominal opportunity in a win-win. So >>You'll bring engineering resources to, for example, a retail, uh, opportunity that is a large enough Tam that you can go after and multiple partners can add value along the way. Absolutely. >>And because of our strength, our scale, our market share our presence. We're an attractive partner for a lot of ISVs to partner with. So when you think of the ecosystem partners, wanna partner with people that have strong partnerships. So when we have more snowflake like partnerships and we build out capabilities where we're putting services in AWS and the hyperscalers, and we have traditional relationships with Alliance partners and resellers it's compelling, and ultimately partners and customers are all trying to simplify the number of vendors they're working with. You can come and work with Dell across a large continuum of both portfolio and services. >>I think about three years ago, when we were in person with Dell tech world 2019, it was the same message core, um, cloud core edge. Yeah. And now with edge is everything in was part of that. So interesting. In fact, Chuck whi on his keynote said, um, multi-cloud by default multi-cloud by design. Absolutely. You might want to add in your commentary edge by default converting to edge by design >>Edge by design. I think, you know, Michael used to, to a statistic that I think it's, it's selling out of the data center. Right. You know, know we've seen this trend on having to sell to the line of business as opposed to the it department that inherently pulls you to the edge. And I think Michael said, even with the hyperscalers, there's 600 data centers in the world for all of 'em there's 6 million cell towers. And each of those are an opportunity to have these micro little mini edge deployment. >>I'm smiling because Dave and I have been saying for years, the edge data center is the edge. And now we have edges being data centers. Now you have data centers aren't going away. They're actually expanding, multiplying. Exactly, >>Exactly. <laugh> >>What is what's on your mind these days? What's what are you into, what are you watching and trends what's, uh, what's in the network that you like in terms of partners, what are some of the things you wanna share with the folks out there that you think's important to watch? >>I, I think the fascinating thing I see is this notion of multiple partners engaging and how do we get that simplified? How, you know, what's our role? How do we help enable that? How do we help orchestrate it? Because the market's moving so fast and the need, frankly, for time to revenue, time to competitive advantage, customers need us all to kind of work better together on their behalf to help solve those SIM. So I'm fascinated with this idea of what used to be a competitive or a Cooper competi is now a partner. And we're all actually kind of looking at things with a little longer term vision and should with the customer's outcome in mind. And frankly, that is just unlocking so much opportunity for multiple partners. So it's less about the traditional landscape of is it can competitive or complimentary. There's so much opportunity for everybody now. It's like, how do we just lean on each other and play to our own strengths to be able to satisfy the opportunity quickly? >>It's like a partner operating system absolutely. Coming together. Yeah. How about business performance? How's the scorecard look for you guys on the business side doing well. >>Oh, you know, we just, we couldn't be more delighted and humbled who would've the coming out of the last couple years, you know, Dell would've had record performance. So when our earnings and we closed our fiscal year, we're using adjectives like historic epic record breaking <laugh> and the partner performance inside those results is just phenomenal. It's growing faster than the overall business. And I think continue. So I see incredible consistency globally consistency across our whole partner ecosystem, whether that's traditional channel OEM alliances. And I'm frankly just see that continuing a hundred billion. I think the market's coming to them hundred >>Billion growing at 17%. You can't do that without partners in an ecosystem. Absolutely. >>And the partner of business for us right now is 59 billion. It's pushing 60% of Dell's revenue. >>It's only gonna get better, I think, faster. >>So I think that's gonna continue. >>Well, sure. Always great to chat with. You're awesome. Glad data insights. Thanks for sharing the update and the partner and more. Yeah. We'll have you on our digital program this year. We'll get you back on. Absolutely. >>Well, thanks for being here and it's fabulous to be back in person. Great >>To see you. Oh, great. To have you share cook SVP of global partnerships and channels at Dell technologies. Q we right back with more coverage after this short break.
SUMMARY :
Great to see you in person. Great to see you both in, in person. So the notion channel and partner value add is really at an all time high. And I think our partners are incredibly well positioned. You know, you know, the game still remains the same, but the world changes in indirect and partner relationships. And I think we all can acknowledge that one size I wonder if you could talk about that a little bit in the, We're actually really excited about the snowflake partnership because I think it's a fabulous Oh. And by the way, to run really fast. So Is it what models do you see kind of like evolving as kind of like I, I would say, you know, the reason I think our partners are so incredibly well positioned is Oh, and so can you share what was some of the highlights and, and, And the partners that are there have the expertise, as we know, it's not the first I heard people say the internet and partners saved, um, companies from going under with the pandemic. That we were on, you know, we could take our best experts You have to have that first class citizen digital into your physical operations. And we learned through the pandemic, frankly, that, you know, the MDF resources we extended And so what's And I think that applies to our partner And if you look at the hyperscalers trying to do these regional, And if you look at almost as a 'em from all the way to custom So when you start talking edge year by default, kind of into an industry, opportunity that is a large enough Tam that you can go after and multiple partners can add value along the So when you think of the ecosystem partners, And now with edge is everything in was part of that. And I think Michael said, even with the hyperscalers, there's 600 data centers in the world for all And now we have edges <laugh> And we're all actually kind of looking at things with a little longer term vision and you guys on the business side doing well. And I think continue. You can't do that without partners in an ecosystem. And the partner of business for us right now is 59 billion. We'll have you on our digital program this year. Well, thanks for being here and it's fabulous to be back in person. To have you share cook SVP of global partnerships and channels at Dell technologies.
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Jules Johnston, Global Channels, Equinix | Dell Technologies World 2022
>> Announcer: theCUBE presents "Dell Technologies World," brought to you by Dell. >> Hey, everyone. Welcome back to theCUBE's coverage of day one of "Dell Technologies World 2022" live from the Venetian in Las Vegas. They're excited. I dunno if you heard that, a group behind me very excited to be here. Lisa Martin, Dave Vellante. We're very pleased to welcome Jules Johnston, the SVP of channel from Equinix. Jules, welcome to the program. >> Thank you for having me. I appreciate it. >> And those people back there are very excited, if you heard that big applause when we went live. (Jules laughing) So the vibe here is fantastic for the first live "Dell Technologies World" since 2019. A lot of people here, this Expo Hall is packed. A lot of momentum here, but there's also a lot of momentum at Equinix. Talk to us about what's going on. >> Well, so many exciting things for Equinix and this partnership of Dell sort of gives us a chance to share that with partners here throughout the conference. So we are very excited, as you said about and we just were named to the Fortune 500 this year, 77 quarters of growth consecutively. But underpinning that is having made huge investments in what is the world's largest footprint of global data centers, 240 of them on six continents in 66 markets but then interconnecting them. So they have the connections that Dell customers need to the clouds. They have the connections that they need to all of the future SaaS providers. So that foresight to put together that interconnection network across our footprint has set us on the path we're on today, which we're very grateful to be at in. And really, the things that are happening with Equinix and Dell together couldn't be more of the moment. >> Talk to me about the last two years. The moments of the last two years have been very challenging >> They have. >> For everyone. How has the partnership evolved in that time? >> Well, we, together, Dell and Equinix, what we're doing is really helping our shared interface customers navigate the complexities of their digital transformation. And digital transformation is hard. It's not a one and done and it's not an overnight solution. And so, what we are doing is partnering with Dell to think about putting a dedicated Dell IT stack in an Equinix data center to give customers that sovereign adjacency so that they can have that security proximate to all the clouds and everything else they need to participate in the ecosystem. And then pairing that with these interconnected enterprises. So, Dell and we are helping customers then be able to have some of their solution on-prem, some of their solution in the cloud, access public clouds and use that collectively to define what we're calling the intelligent edge, together. And that intelligent edge means so many different things to customers but it is really our honor to work together with Dell to help each customer define that for themselves. >> Equinix is an amazing company. Like you said, it's... I didn't realize it was that many consecutive quarters but it's a 60 billion plus market cap. If you look at the stock chart, it'll blow your mind. Really incredibly successful. And part of the reason... It's funny, 10, 15 years ago, people thought, well... Or, 10 years ago, anyway, the cloud is going to hurt companies like Equinix. It was the exact opposite. And that's because Charles Phillips used to joke, "Friends don't let friends build data centers." >> Yes. >> And it's not a good use of capital for most companies, unless you're in the data center business. Now, of course, you have some of your own as a service offerings. >> We do. >> What's the overlap with Dell? How do they compliment each other? >> It's a good question because... And we get that. Are you and Dell in fact competitors? No, we see them as wholly complimentary. And in fact, we're working with Dell to bring to market things like something we call PowerEdge, which involves their servers. And PowerStore, which involves their storage, and then VxRail, which is really the hyper-converged infrastructure. And those are just a few first of a series of offerings we expect to bring to market with Dell. And if you think about Metal, and it's Equinix Metal that people sometimes think is a competitor, but what Metal does for customers is it really allows them to advance, have the equipment placed in our data centers so that they can access that capacity and according to spikes or needs that they have. That equipment in our data centers that's there for them to avail themselves of that capacity is most often Dell equipment. So we are really doing and executing that bare Metal as a service together. >> What are some of the things that you're hearing from your partner community, in terms of the partnership with Dell? Partners must be excited, the momentum there. What's going on in the partner community? >> So, that's what's near and dear to my heart since that's what I'm responsible for, Equinix's global partnerships. And they're just very excited about what we're doing with Dell. And to be honest with you, all of our top partners are also top partners of Dell. So it makes sense that we bring it together. So, big categories of partners like the world's largest global network service providers, some of whom are here and who we'll meet with, AT&T, Orange Business Services, those folks in addition to the world's largest global systems integrators, Kendra, Deloitte, Accenture, WiPro, DXC. All of these are partners that Dell and we will meet with together to further our, what we call Power of Three, that together we're better. Because as much as Dell and Equinix are delivering, the customers most often don't have the experience they need to execute it without a partner. So they are relying on those partners to take what we are doing and make it their own. And so, they're excited about it. You see, it's a big opportunity for them from a... Of revenue services and an opportunity for them to step into a next level trusted advisor status. So partners are excited and we're going to be spending a lot of time with them the next few days. >> Do you see Equinix... 'Cause these partnerships are not bespoke partnerships. It's an ecosystem that's organic and evolving and growing. Are you a dot connector in a way? Can it be a flywheel effect in your ecosystem? >> Well, so our ecosystems that we provide, wide range of those from high frequency trading to connected cars, to the internet of things and content providers, we do see it as our role to the 10,000 and growing customers that are in our 240 data centers on six continents that provide those ecosystems. It is our mission to continue to grow that, enrich it, because that does differentiate us greatly from another data center provider. And it's the combination of the ecosystem that you'd find and the people you can connect to at Equinix. And then also the leverage of our fabric in order to be able to access your future needs. >> And it's a lot of technology underneath these. It's that first layer one, I guess, if you will, of the data center, right? And so, a lot of your customers or your partner's customers, they just don't want to be in that business as we were saying before. I mean, it's just too expensive. The power requirements are going through the roof. So you got to be really good at managing power. >> You do. In fact... So first of all, you're right. It's extremely difficult for them to also be able to make that commitment to keep a data center they would manage themselves at the level that Equinix is able to invest. So it's very difficult for people to do it themselves. But even show... Another point you mentioned actually about the power, is near and dear to our hearts because Equinix is super committed to sustainability. And so we've made a commitment to wholly renewable energy. And it's something that we talk a lot about how we also help partners like Dell meet their initiatives. So partners like AT&T meet their connected climate goals. So we are actually using that and coming together with Dell on that story, and then helping to amplify that with our partners. >> And that's... How do you do that? That's putting data centers where you can cool with ambient air. Is it being near the Columbia River? What's your strategy in that regard? >> On sustainable... I have to be honest to you. I would be out of my depth if I didn't say... >> This is the high level, yeah. >> So we are deploying some of the latest technologies about that and then experts people who, all they do is really help us to reduce the carbon footprint and be able to offset that, be able to use solar, be able to use wind, be able to take advantage of that. And then also to navigate what's available when you're in 240 locations on six continents. It's not the same options to reduce your power consumption and your burden are different in Africa as we just discovered with our main one acquisition than they are in India or than they are in other parts of the world. So it is for us a journey, and we've been assembling a lot of the talent to do that, >> But you're so large now, even a small percentage improvement can really move the needle. >> And I think because we are the largest, it is incumbent upon us to really set the standard and be committed to it. And we do see other people following, which is a good thing for all of us. >> Well, how important is that in your partnership conversations. That partners have that same focus and commitment on ESG that Equinix has. >> Partners care a lot about it, but customers ask us both all the time. We increasingly see a portion of an RFP or scope of work asking, "Before I decide to go with Equinix and Dell, tell me how you're going to impact the environment. Tell me about your commitment." And so, we are committed to it, but customers are demanding it too. >> So it's... >> Where do you... Go ahead please. >> Oh, I was just going to say, it's coming from the voice of the customer, which Equinix is listening to, we know Dell is listening to it as well. >> I'm sorry, one more time. >> That the sustainability, the ESG demand is coming from the customers, as you were saying. >> Both. I mean, we want to do the right thing and we've made commitments to it, but our customers are holding us accountable to it. And sustainability is now a board level priority. It is for us. And it is for companies like Dell and it is for partners and customers. >> It really is... It's up there with security in terms of the board level conversation. Where do you want to see the partner ecosystem in the next let's call it three to five years. In your business you can look out that far. >> Well, I think that our partners and by that I mean Dell's and our mutual partners, We've been listening to customers with Dell to deliver a flexible set of options for how customers would consume Equinix and Dell. So our partners are going to be integrating a variety of those in order to meet the customer where they are in that journey. Whether they want to buy Apex as a service, whether they want to buy Equinix Metal, whether they want to have a partner put together bespoke, do-it-yourself combination with other services. I mean, the customers are going to demand a choice of options. I think partners are going to embrace multiple versions of that so that they can to meet the customer where they are and take them. >> Well. That's incredibly important these days to meet the customer where they are, the customers have a lot of choice. >> It is. >> But everything that we're all doing is for the customer ultimately at the end of the day. >> Yes, it is. And you know, the customers are getting savvier, but we are all still early in this journey as far as the edge. I think we are all still grappling that. Right now we like to say that as customers are looking to define that, the footprint that we offer together with Dell gives them an awfully robust set of choices for now. And then we want to continue to invest and expand to be wherever they need us. >> Well, that's the thing about your business? It's optionality. I mean, the cloud has a lot of stuff, but you can't get everything you want in the cloud. >> Jules: You can, >> And you can put anything in your data center. That's IT. >> You can, but you may not know what you need yet. And so that's one of the things we spend a lot of time having our solutions, architects and our sales to people together, but they'll talk about future proofing, their strategy. So future proofing, that combination of on-prem and in an Equinix data center, and maybe some public and future proofing, leveraging our fabric so that they might elect different SaaS space services or cloud-based services a year to five years from now than they are even thinking about today. And, they may expand their edge over time, because they may see that as at the customer end point. Today, most businesses are still using a footprint like ours as their edge, but that could change. And so we want to be there when it does. >> Yeah. That's a great point because you don't want to necessarily have to rip it out every co couple of years. If you can have an architecture that can grow. Yeah, sure. You might want to upgrade it. >> Well, and that's one of the most appealing things about services like Metal where they also do prevent that sort of rip and replace, but they also help people navigate the supply chain shortages that are going on right now. So this has been a trying two years for supply chain shortages. And being able to take advantage of Dell equipment already staged at an Equinix data center and partners can then bring their customers a quicker immediate response. >> Have you also seen this? You mentioned the supply chain shortages, some of the many challenges that we've experienced in a last few years. How much of a factor has the great resignation been? The labor shortages, the cybersecurity skills gap, on folks coming to Equinix saying, "Help, we don't have the resources here to do this ourselves." >> We have been fortunate to be... If you're asking me how the reservation has affected us as a company. >> No your customers. >> Oh customers it has. Oh, okay I get it. So it is a challenge for them, but it's an opportunity for our partners. So what I see there is it's been challenging for customers to hold onto that talent, but partners are filling that gap. And we with Equinix being forced to hold onto a lot of our best and brightest. And so we put them together with our partners and we try to help customers fill those gaps. >> Well that's the most important thing, filling those gaps. >> You ever been inside one of these ultra modern data centers? >> I have not, not yet. It's pretty cool, isn't it? >> Have you ever had a tour of one? >> I've never had a tour of an Equinix data center, but I've seen some modern data centers that will blow your mind? >> Well, they come with all the requisite biometrics and man traps and all of the sort of bells and whistles that are actually the first slay of physical security, but then once you get into the data center, then we get into the virtual and the digital security that you would expect. >> Yeah, it's good. And you know, it's not like you drive by the data center, and there's a big sign that says, here's the data center. They're trying to stay a little hidden and then like getting in, it's like getting into Fort Knox. It's probably harder. And then, but then the it's like this giant clean room. It's amazingly clean and just huge. It'll blow your mind. >> And inside the data centers, all the world's networks come together and peer, and then we have inside their, the most direct roam reps to the cloud. So you would expect there's a lot of wires and pipes running very neatly through a very secure clean... >> Cooling systems and power systems that are just... >> Pristine environment for sure. >> Amazing engineering. >> It is really. >> We need a tour. >> Do you let people tour your data center? >> I will bring both of you on a tour. >> Awesome. >> Be my guests. >> I would love to. Great. >> Sounds fantastic. Would love to. >> We'll bring a camera. (laughing) Oh, no, we're not allowed. >> Not today. >> No phones, no phones sequester. So what are some of the things that you're excited about seeing and hearing the next couple of days as this is the first time we've all gotten to be together in so long? >> We are excited about the conversations that we're going to have, power of three that I was talking about. So, we really pride ourselves on having that combination add up to more to benefit the customer. And so this will be sort of a coming out party of sorts. Equinix and Dell will meet with almost 20 different global partners that are really important to both of us. So I am most excited about those conversations and about the education I'm going to get on the ways they're thinking about integrating it differently, because that is good choice for the market. That is good choice for the customer set, for the enterprises out there. So that's what I'm most excited about. >> Awesome, sounds like tremendous opportunity, lots going on this week. But thank you for coming on Jules, >> Oh my pleasure, thank you. talking about... >> How Equinix and Dell better together, the way that your channel partner program is growing and of course the momentum of the company. Can't wait to see what happens next year. >> Thank you. Thank you. Well, we will aim to deliver and thank you again for having us. >> Thanks Jules. >> Our pleasure. For Dave Vellante, I'm Lisa Martin and you're watching theCUBE's live coverage day one, "Dell Technologies World" live from Las Vegas. Stick around, we'll be right back with our next guest. (slow upbeat music)
SUMMARY :
brought to you by Dell. Welcome back to theCUBE's Thank you for having me. So the vibe here is fantastic So that foresight to put together The moments of the last two How has the partnership so many different things to customers the cloud is going to hurt And it's not a good use of and according to spikes in terms of the partnership with Dell? the experience they need to and evolving and growing. and the people you can of the data center, right? and then helping to amplify Is it being near the Columbia River? I have to be honest to you. lot of the talent to do that, can really move the needle. and be committed to it. Well, how important is that "Before I decide to go Where do you... it's coming from the is coming from the customers, and it is for partners and customers. it three to five years. so that they can to meet the customer to meet the customer where they are, for the customer ultimately the footprint that we I mean, the cloud has a lot of stuff, And you can put anything And so that's one of the have to rip it out every And being able to take advantage on folks coming to Equinix saying, We have been fortunate to be... And we with Equinix being forced Well that's the most important I have not, not yet. that are actually the first And you know, it's not like the most direct roam reps to the cloud. systems that are just... I would love to. Oh, no, we're not allowed. and hearing the next couple of days and about the education I'm going to get But thank you for coming on Jules, Oh my pleasure, thank you. and of course the momentum of the company. and thank you again for having us. and you're watching theCUBE's
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JJ Davis, Dell Technologies | Dell Technologies World 2022
>> The Cube presents Dell Technologies World brought to you by Dell. (crowd murmuring) >> Welcome back to Las Vegas. It's The Cube live at Dell Technologies World 2022. This is day two of our coverage Lisa Martin, with Dave Vellante. We've had a lot of great conversations all day today half a day yesterday. We've got another great conversation coming up about ESG environmental, social and governance. Please welcome JJ Davis, the Chief Corporate Affairs Officer at Dell Technologies. Welcome to the program. >> Hi, thanks for having me. >> Hey, hey. >> It's great to be here. >> ESG is a very popular topic. >> Yes. >> It's one thing to talk about another thing to actually have a plan, have a strategy, have those 20, 30 moonshot goals and implement. Talk to us about what ESG means for Dell Technologies and some of these great things, that you have going on. >> Absolutely. So you said it, I mean it can be acronym soup. When you think about, is it social impact? Is it corporate social responsibility? Is it ESG and the beauty of having an environmental social governance strategy is we now are bringing ESG much closer to the corporate strategy and how we meet the needs of all of our stakeholders. So I'd love to just back it up for a minute and think about the purpose of Dell Technologies is to create technologies that advance human potential. Our vision is to be the most essential technology company for the data era. The way we do that is we're growing and modernizing our core businesses like PC servers and storage while we're building the technology ecosystem of the future. Well guess what? ESG is embedded in all of that because the future is more sustainable, built by people that represent our customer base with a workforce that is more diverse and a workplace that is more inclusive. We put human rights and the needs of people at the center of what we do as well as the needs of the planet. And when I get to put together purpose planet and profit and bring that strategy together in partnership with so many leaders of across the company and meeting the demands of our customers. ESG is just a part of the way we do business now >> It's part of the DNA. >> Yeah. >> Talk to us about some of the key priorities from a climate perspective, for example. >> Sure. >> What are some of Dell's key focus areas where that's concerned? >> So when we think about our ESG priorities as a whole there are four climate, circular, economy, diverse workplace and digital inclusion. And so within our sustainability pillar of our strategy or the E, we are committed to being net zero across scopes 1, 2 and 3 emissions by 2050. We are revamping our product energy goal right now to relaunch that. When we think about our customers 95% of our big customer RFPs ask about sustainability and our commitment and what we'll be doing to help them because they're going to be reliant on technology to meet their own sustainability and climate goals, whether it's green IT or IT for green and they're going to really be looking to us to help them. >> You know, I love this purpose planet profit. >> Yeah. >> You and I have talked about this a little bit. It's actually good business. Explain why ESG is good business? >> Well, I mean, used to social impact kind of sat off to the side. We might have been called do gooders or people that are passionate about things that maybe don't align to the corporate strategy. And now when you think about business round table and Michael Dell as a member and they came out with their purpose of a company statement it'll be three years in August to really redefine the purpose of a company to meet the needs of all stakeholders from employees, to customers, to shareholders as well. And so we know that new hires and new buyers demand more of their employer and of the companies they buy from. They want their own personal values to align with that of the company they work for or buy from. And so now we need to the needs of our business commitments, but also if companies don't take a leadership role, we're screwed, we're not going to be able to reverse the negative impacts. So climate change and technology plays a big role. >> Yeah. "The earth gets the last at bat," as they say. >> Yeah. >> From an accountability perspective that you mentioned 95% of RFPs are coming in and customers are looking for- >> Yes. >> Dell Technologies's commitment to ESG. Talk about the accountability to your customers to all customers where ESG is concerned and how is it measured? >> Sure. So we've been spending a lot of time over the last year, year and a half on the G of ESG the governance. And so we have been doing this for a couple decades really moving the needle on social impact. Michael talked about it in his key note, that this is in our DNA like you said. But now we have to be able to really measure. You can't manage what you can't measure. We have put a lot of governance around, what do we disclose and why Michael Dell is an active participant in the world economic forum, common metrics project because, you know, there's too many metrics and frameworks to know what companies need to be measuring and how we hold ourselves accountable and what we ultimately report to our shareholders. And so there's a lot of work to get more clarity there. You're seeing the SEC put out new rules around climate and human rights. And so when you start to get regulated that changes the game in terms of how transparent you need to be. And then what are the third party assurances that you need to have to validate the data that you're reporting on? We do have an annual ESG report that comes out every June where we report across several moonshot goals across sustainability, inclusive culture, transforming lives and ethics and privacy. Then we have sub goals. There's probably about 25 in total. And we're going to tell you our stakeholders every year how we're doing against our 20, 30 commitment. And I think it's that level of transparency and measurement that we have to hold ourselves accountable to and our customers do as well. >> Can you share a little bit about where you are on the 2030 moonshot that was announced about a couple years ago at the beginning of 20, yeah, towards the beginning of 2020. Where is Dell on the that, what's your moonscape look like? >> Yeah, sure. So we are announcing our update from calendar year 21 in June. So I'm not going to get the numbers exactly right. But if you take sustainability so one of our moonshot goals is around 100% of our packaging by 2030 will be made of recycled or renewable content. We're over 90% now. So we're going to probably restate that goal and evolve it or meet it early and set a new one. In terms of product contents. We have a goal that is 50% of our product contents will be from recycled over renewable materials. That's a little harder, plastic is easy, steel is hard. And so we're still working through how across the main components that go into our machines. How does that become more renewed and sustainable? If you think about 50% women in our workforce 25% African American or Hispanic in our US workforce we're making really good progress. And we have scaled programs that are helping us deliver on those commitments. >> Yeah. I think I'm quoting JJ Davis, correct me if I'm wrong but, "ESG marries who we are with what we do." What do you mean by that? >> So when you think about what we do, we build technology that delivers or advances human progress. We help our customers solve their biggest problems but really who we are. We are a founder-led company and Michael Dell was a purpose led driven CEO before that was even a term. And so he always wanted to have an ethical company that just did business above and beyond what the law required. And we'd been recycling PC for more than 20 years. And so we are an inclusive culture where we can bring our full selves to work and we are entrepreneurial. And, you know, if we have an idea and you raise that idea or a problem, you see then oftentimes the management will say, "Okay you go fix that." And so I think just what we do, we build technology. Who we are, is we're problem solvers for our customers. And that is good for business and good for the environment and what it is society really expects of us. And we're empowered to make a difference. Feels good. >> One of, I'm curious to get your perspective on , you know, the events of the last two years. One of the things that's happened is the great resignation. I think we all all know multiple people who have decided they're moving forward, lots of opportunity but where is Dell's ESG strategy as a differentiator for people going, I get it, I support that, that's the kind of company I want to work for? >> Our Chief Human Resources Officer Jen Saavedra calls it, "The great reshuffle." I think that's maybe a more positive way to look at it. And, you know, I've had people actually join my team because they are really positive on our mission and not just our proactive strategy around ESG but how we have handled our response to social issues. >> Yeah. >> I mean, who knew that company CEOs would be expected to speak out on voter access or LGBTQ rights and, you know. So a lot of people are coming to work for us because we are very measured in where we weigh in and what we stand for, how we speak out. But they're also really buying into our ESG strategy. I would also say our flexible work commitment. It's a big part of our DNI strategy as well and helps us attract and retain diverse talent. You can live and work wherever you want to proximity the headquarters is no longer criteria for advancement. And that's going to be a really big differentiator companies that get this right will win the talent war. And that means they'll better serve their customers. >> When you took over this role, I'm guessing you kind of did a scan to see who else was out there, what others were doing, not just in Tech. >> Sure. >> Not just in North America, but globally. What did you find? Where do you get your inspiration? Are there any organizations out there that are really models that you get inspiration from? Or is it so new? You are the model. Can you just talk about that? >> Well I mean, I think we're doing a really good job and we're pretty advanced, but nobody has this figured out and frankly, we need to do it together. This is a space where you don't actually want to compete. >> Right. >> You want to partner. And so we have our own sustainability advisory aboard and companies like Boeing or on that. I serve on a sustain the advisory board from McLaren and Unilever's chief sustainability officers there. That is a company that is really inspirational to us. And so partners like Intel, they're very involved in 50. So the next 50% that needs to get connected to the internet and participate in the digital economy. We're big partner, as you know we're their largest customer. And so there's a lot going on across our competition our customers and our partners. And we're all inspiring each other and figuring it out together. Cause it's evolving so fast. Nobody has all the answers. >> But that's a great point. The evolution is happening so quickly and every day you turn on the news and there's something else that needs to be responded to. >> Yeah. >> I mean, think that from a strategic perspective from that overall vision perspective, it sounds like what and there's been some announcements this week. >> Yeah. >> That respect to issue. What's been some of the feedback from the part of ecosystem, from customers, from investors on this laser focused vision that Dell has with respect to sustainability and ESG? >> So Cassandra Garber, our head of ESG just finished out of cycle road show with investors and had really good conversations. They're asking a lot of questions about our strategy. They're asking questions about executive compensation tied to ESG as an example. Our customers are very positive and responding. They're looking for technology solutions. As I mentioned to meet their own climate commitments. And from our channel partners they really want to partner on our initiatives and really go do good and make an impact together. And we're getting really good feedback. >> So carrot or stick, it's probably not 100% that the channel partners or even suppliers, you know, some just don't have the resource possibly or maybe they don't share your values. >> Right. >> So how do you approach that? Is it through inspiration? Is it through a little tap in the head or a little headlock? How do you deal with that? >> It's both. I mean, our suppliers have to adhere to the contract and the RSA code of conduct that they have to sign on to uphold. And so we very much hold them accountable just like we do our ourselves. And so that is more compliance driven but we do have partners like Western's Green in our supply chain who we're really involved with us in some early work around recycled gold and partners that are involved with us in setting up the ocean plastic supply chain. And so we have great partnership but there are things they have to do from a human rights perspective or commitment to the environment that are required. From a channel partner perspective, you know, we want to incent them. We want to make money together. We are for profit businesses after all. And ESG can be a part of that. And if you don't have the resources to drive your own take back initiative, then we can do that in partnership through our asset recovery services which partners can sell and then use our infrastructure to take back and recycle old equipment. >> I mean, I feel like a lot of my questions are two-way but you feel as though you're in influencing public policy or a public policy is influencing you? >> Both. I mean, early on when the SEC was looking at the climate rules that they just put out, there was, I think we submitted a six page response to their, you know, ask for inquiry and response. And so that's good. We're able to talk to each other and have conversations and shape things, but ultimately we'll be regulated in these areas and that's fine. We just got to make sure that we're ready. >> Great. >> It's always good to have that push and pull it's like with the pandemic all the silver linings that have come out of the acceleration, we talk about that all the time on this show. The acceleration of digital transformation, we were talking about the acceleration of retail in the intelligence store. >> Right. >> And as consumers, we expect that, but that push and pull sometimes those forcing functions are necessary to be able to drive forward. >> For sure. >> Yeah. >> Yeah. >> My last question for you is Dell just came off it's most successful year. >> Yes. >> First time hitting north of 100 billion. >> Yes. >> In the company's history. What are some of the things that we think is the moonshot goals, we're only in 2020. >> I know. >> But as time is going by so quickly, what are some of the things that you are personally looking forward to from a corporate affairs ESG perspective say the next like three to five years? >> Well, I'm really excited about some of the groundwork we've laid in digital inclusion. We just made some new hires there. We're connecting the dots, you know, and we have a lot of initiatives that can really if we can scale them, make a big impact. So we have student tech crew, it's where high school students serve as the technical support in their local high school and get certified. So they are job ready the minute they graduate. If they don't want to go to community college or university they can go right into the workforce. How do we marry that up with other skill building initiatives that we have? And if you add 1 plus 1 it equals 3. And I think this year will be a really big accelerator for us in the area of digital inclusion and how we bring connectivity, community services and support and digital skills together. Because that's what, you know, those that aren't participating in the digital economy we need to partner and really deliver on the promise of what it means to be in technology and at least have the skills to compete >> Right. Start eliminating that digital divide. JJ, thank you for joining David and me today talking about ESG- >> Thank you. >> corporate affairs, such an interesting focused efforts that Dell is really wrapped around. And it sounds like there's that push pull from the customers, from policy, but ultimately going in a great direction that can be measured. Thank you for your insights and your time. >> Thank you. >> For JJ and Dave Vellante I'm Lisa Martin. You've been watching The Cube live from Las Vegas. This is the end of day 2 of our coverage of Dell Technologies World. We thank you for watching. You can find all of our content on replay on theCUBE.net. And of course, we will be here tomorrow with John Farrier and Dave Nicholson as well. Have a great night. We'll see you tomorrow. (upbeat music)
SUMMARY :
brought to you by Dell. Welcome to the program. Talk to us about what ESG and the needs of people of the key priorities or the E, we are committed You know, I love this You and I have talked And so we know that new last at bat," as they say. and how is it measured? and measurement that we Where is Dell on the that, And we have scaled programs What do you mean by that? and good for the environment One of the things that's happened and not just our proactive And that's going to be a to see who else was out there, You are the model. and frankly, we need to do it together. So the next 50% that needs to that needs to be responded to. from that overall vision What's been some of the feedback As I mentioned to meet their that the channel partners that they have to sign on to uphold. to their, you know, ask of the acceleration, we talk about that And as consumers, we expect My last question for you is Dell north of 100 billion. that we think is the moonshot and at least have the skills to compete JJ, thank you for joining from the customers, from policy, And of course, we will be here tomorrow
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Arun Krishnamoorthy, Dell Technologies & Mihir Maniar, Dell Technologies | Dell Techn World 2022
>> The CUBE presents Dell technologies world brought to you by Dell. >> Hey everyone. Welcome back to theCube's live coverage of Dell technologies World 2022 from the Venetian in Las Vegas. Lisa Martin here with Dave Vellante, Dave this is our second day, lots of conversations. We've been talking a lot about APEX, Multi-cloud, edge, resilience, cyber resilience. >> I guess the number one topic actually. I mean, a lot of Multi-cloud talk obviously too, but I think security is the hot topic at the event. >> It is a hot topic, and we've got two guests joining us from Dell technologies. We're going to unpack that and talk about some of the great new things they are enabling. Please welcome. One of our alumni, Mihir Maniar our vice president at Dell technologies and Aaron Krishnmoorthy, global strategy resiliency and security at Dell technologies. Guys, welcome to the program. >> Pleasure meeting you Lisa and Dave. >> So ransomware, it's a household term. I'm pretty sure my mom even knows what ransomware is. >> Exactly. >> Legitimately. But I mean, if you look at the numbers, a ransomware attack is happening once every 11 seconds, the numbers, the stats say, an estimated 75% of organizations are going to face an attack, 75%, by 2025, it's around the corner. So it's no longer a matter of are we going to get hit? If we get hit? It's when? And that resiliency, and that recovery is absolutely critical. Talk about some of the things there, Dell's comprehensive approach to helping organizations really build resiliency. >> That's a great point. So if you go to see organizations are going to get hit, if not already 75% already out there. And then we find that through research, a lot of our customers need a lot of help. They need help because security is really complex. I mean, they have a tough job, because there's so many attacks happening at the same time. One single ransomware incident can cost them on an average $13 million. They have to integrate 50 plus different security vendors to go and build a secured defense in depth, kind of for mechanism, they're liable to the board, at the same time they have lines of business that are talking about, hey, can you provide me, you know, security, but make sure productivity doesn't get impacted. So it's a tough role for them, And that's where Dell services comes in, where our Dell Managed Security Services. We have a full comprehensive suite of offers for our customers to help them to remain secure. And we have focused on the services based on a NEST framework, so I can talk more about the NEST framework as a hobby about, go about doing that. >> There's a lot of talk in the community about should I pay the ransom? Should they not pay the ransom? And I suppose your advice would be, well pay up front and avoid the ransom if you can. >> Absolutely. Yeah. Dave, what we've seen is the ransomware payment has been very unreliable. We know of many, many examples where either they paid the ransom and they were not able to recover data, or they got the decryption keys and the recover process was too slow. So we are all about helping customers understand the risks that they have today, and giving them some pragmatic technology solutions. >> Talk about that conversation. Where is it happening at the customer level, as security is a board level conversation. Are you still talking with the CIOs lines of business, who else is involved in really understanding where all these vulnerabilities are within an organization? >> Yeah. So that's a great question. So we work with CIOs, we work with CSOs a lot more and the CSOs actually are facing the skills shortage problem. >> Yes. >> That's where they need actually help from vendors like Dell. And talking about ransomware, if you go to see a NEST framework, it goes all the way from identification of threats to prevention, creating measures with defense in depth. How do you detect and respond to threats in time? Because time is critical actually. And recovering from threats. So in that whole process, it's better for customers to have the full suite of security services installed, so that they don't end up paying the ransomware eventually. To provide the whole defense mechanism. >> So the adversary is, very, they're motivated. They're well funded, incredibly sophisticated these days. So how do you not lose if you're a customer? What's the playbook that you're helping your customers proceed with? >> Yeah, it's a great, so in the NEST framework as I mentioned before, services are evolving around, how do you identify the threats that exist in the customer's network? So we provide advisory services and we provide assessment of the customer's vulnerabilities that exist, so we can detect those vulnerabilities, and then we can build the prevention mechanisms once we detect those vulnerabilities. It's all about what you cannot see, you can't really defend against. So that's where the whole assessment comes in, where you can go and do a zero trust assessment for the customers entire infrastructure, and then figure out where those issues lie. So we can go and block those loopholes, with the prevention mechanisms. In the prevention mechanisms, actually we have a whole zero trust prevention mechanism. So you can actually go and build out, end to end defense in depth, kind of security. >> Arun, before the pandemic, the term zero trust people would roll their eyes. It was kind of a buzzword, and it's becoming sort of a mandate. What does zero trust mean to your customers? How are you helping them achieve it? >> Yeah. So great question, Dave. A lot of customers think zero trust is a product. It's not, it's a framework, it's a mindset. It helps customer think through, what kind of access do I want to give my users, my third party, my customers? Where does my data sit in my environment? Have I configured the right network policies? Have I segmented my network? So it is a collection of different strategies that work across cloud, across data, across network, across applications that interact with each other and what we are helping customers with understand what that zero trust actually means and how they can translate into actionable technology implementations. >> What do you help customers do that when we know that, I mean, the average customer has what? Seven different backup protection solutions alone, if we're talking about like data protection. How do you help them understand what's in their environment now? If they're talking about protecting applications, users, data, network, what's that conversation? And what's that process like to simplify their protection so that they really can achieve cyber resilience? >> That's correct. That's a great question, Lisa. One of the big issues we see with customers, is they don't know what they don't know. There's data across multi-cloud, which is great, it enables productivity, but it also is not within the four walls of a data center. So one of the first things we do is identify where customer's data is, where is their application live? And then we look for blind spots. Are you protecting your SaaS workloads? Are you protecting your endpoints? And we give them a holistic strategy on data protection and you bring up a great point. A lot of customers have had accidental growth over the years. They started off with one tool and then different business needs drove them to different tools. Maybe now is a good time to evaluate what is your tool set, can we consolidate it and reduce the risk in the environment. >> Yeah, I dunno if you guys are probably familiar with that. I use it a lot when I write, it's an Optive chart and it's this eye test and it says here's this security landscape that taxonomy it's got to be the most complicated of any in the business. And so my question is ecosystem, you've got to have partners. But there's so many choices, how are you helping to solve that problem of consolidating choices and tools? >> That's a great point. So if you look at the zero trust framework which Lisa you talked about, in the zero trust framework, we have few things we look at, that is through Dell's technologies and partner technologies. So we can provide things like secure access, context based. So which users can access which applications. Identity based, the second one is which applications can talk to which applications for micro segmentation. Again, identity based. And then you have encryption everywhere, encryption with data and motion data and rest. Encryption is super important to prevent hacks. So, and then you have cloud workloads, we have cloud workload protection. So some of those things, we rely on our partners and some of them actually we have technologies in house I was like Arun talked about the cyber resilience and the world that we have in house. So we provide the end-to-end framework for our customer for zero trust, where we can go and identify, we can assess, we can go build it out for them. We can detect and respond with our excellent MDR service that we came out with last, just last year. So that MDR service allows you to detect attacks and respond automatically using our AI and ML platform, that reduces the signal from the noise and allows to prevent these attacks from happening. >> Arun, question for you as we've seen the proliferation of cyber attacks during the pandemic, we've seen the sophistication increasing, the personalization is increasing. Ransomware as a service is making it, there is no barrier to entry these days. How has Dell technologies overall cyber resilience strategy evolved in the last couple of years? I imagine that there's been some silver linings and some accelerations there. >> Yeah, absolutely Lisa. One of the things we recognized very early on when big cyber attacks going on five years ago, we knew that at as much as customers had great technologies to prevent a cyber attack, it was a matter of when, not if. So we created the first purpose built solution to help customers respond and recover from a cyber attack. We created innovative technologies to isolate the data in a cyber wall. We have imutable technologies that lock the data, so they can't be tampered with. And we also build some great intelligence based on IML. In fact, this is the first and only product in the world that looks at backup data, does full content indexing, and it's able to look for behaviors or patterns in your environment that you could normally not find with signature based detection systems. So it's very revolutionary and we want to help customers not only on the prevention side, which is proactive. We want them to be equally, have a sound strategy on how they would respond and recover from a cyber attack. >> So there's two pieces there, proactive, and then if, and when you get hit, how do you react? And I think about moments in cyber, I mean Stuxnet was obviously a huge turning point. And then of course the solar winds. And you see that the supply chain hacks, you see the island hopping and the living off the land and the stealth moves. So, it's almost like wow, some of these techniques have even being proactive, you're not going to catch 'em. So you've got to have this, you talked about the NEST framework multi-level, but I mean customers are aware, obviously everybody customer you talk to the solar winds, blah, blah. But it seems like they're still sleeping with one eye open. Like they're really nervous. And like we haven't figured it out as an industry yet. And so that's where solutions like this are so critical because you're almost resigning yourself to the fact that, well, you may not find it being proactive. >> Yeah, right. >> But you've got to have, the last, it's like putting tapes in a truck and driving them somewhere. What do you? Do you sense that it was a major milestone in the industry, milestone, negative milestone and that was a turning point and it was kind of a wake up call for the industry, a new wake up call. What's your sense of how the industry is responding? >> Yeah, I think that's a great point. So if you go to see the verbiages that it's not, if you're going to get attacked, it's when you're going to get attacked. So the attacks are going to happen no matter what. So that's the reason why the defense in depth and the zero test framework comes into play, where customers have to have an end-to-end holistic framework, so that they can have not just an defensive mechanisms, but also detect and respond when the attacks happen. And then as you mentioned, some of them, you just can't catch all of them. So we have excellent incident response and recovery mechanisms. So if the attack happened, it will cause damage. We can do forensics analysis. And on top of that, we can go and recover like the cyber recovery wall. We can recover that data and them production again, ready. >> I guess, I'm sorry. What I was trying to ask is, do you think we've understand solar winds, have the industry figured it out? >> Yeah, great question. I think this is where customers have to take a pragmatic approach on how they do security. And we talk about concepts like intrinsic security. So in other words, you can do a certain activity in your environment and punt the ball to some other team to figure out security. Part of what Dell does, you asked the question, there's a lot of tools, where do customers start? One of the big values we bring to customers is the initial awareness and just educating customers. Hey, what happened in these water-shed moment, in with these different attacks. Wannacry, Stuxnet, and how did those customers respond and where did they fail? So let's do some lessons learned with past attacks and let's move forward with some pragmatic solutions. And, we usually don't overwhelm our customers with a lot of tools. Let's have a roadmap, let's do an incremental build of your security posture. And over time, let's get your enter organization to play with it. >> You talk about awareness, obviously that's critical, but one of the other things that's critical with the cyber threats and the what's going on today is the biggest threat venture still is people. >> Exactly. >> So talk to us about some of the things that you help organizations do. When you're talking about the from an awareness perspective, it's training the people not to open certain links if they look suspicious, that sort of thing. How involved is Dell technologies with your customers from a strategic perspective about really drilling this into the end users that they've got a lot of responsibility here? >> Yeah, if you go to see phishing is one of the most common attack vectors to go and infiltrate these attacks. So Dell has a whole employee education program that they rolled out. So we all are aware of the fact, that clicking on links and phishing is a risk factor. And we are trying to take that same message to our customers through an employee awareness training service. So we can actually provide education for the employees from getting these phishing attacks happening. >> Yeah, that's really critical because as I mentioned, we talked about the sophistication, but the personalization, the social engineering is off the charts these days. And it's so easy for someone to, especially with with all this distractions that we have going on, if you're working from home and you've got kids at home or dogs barking and whatnot, it's easy to be fooled into something that looks incredibly legitimate. >> You bring another great point. You can keep tell people in your environment don't do things, don't do it. You create a friction. We want people to be productive. We want them to use different access to different applications, both inhouse and in the cloud. So this is where technology comes into play. There are some modern malware defenses that will help customers identify some of these email phishing, spear phishing. So they are in a better prepared position. And we don't want to curb productivity, but we want to also make, a very secure environment where people can. >> That's a great point is it has to be frictionless. I do have a question for you guys with respect to SaaS applications. I talk to a lot of customers using certain SaaS applications who have this sort of, there's a, a dual responsibility model there, where the SaaS vendors responsible for the application protection. But Mr. and Miss customer, you're responsible for the data, we are. Are you finding that a lot of organizations are going help. We've got, Google workspace, Microsoft 365, Salesforce, that, and it's really incredibly business critical to data. Dell technologies help us protect this, because this is on vulnerability that we were not aware of. >> Absolutely, and that's why we have the backup service with APEX, where we can actually have stats, data which is backed up using IEX solution for backup recovery. So, yes, that's very critical. We have the end to end portfolio for backing it up, having the vault, which is a air gap solution, recovering from it when you have an attack. And I think the value prop that Dell brings to the table is we have the client side and we have the data center side, With the Multi-cloud. So we provide a completely hardened infrastructure, where we all the way from supply chain to secure OS, secure boot and secure image. Everything is kind of hardened with stick hardening on top of that. And then we have the services layer to go and make sure we can assess the risks, we can detect and respond, we can recover. So that we can keep our customers completely secure. That's the value prop that we bring to the table with unmatched scale of Dell services. In terms of the scale that we bring to the table to our customers and help them out. >> It's an interesting opportunity. And it's certainly from a threats perspective, one that's going to persist. Obviously we know that, great that there's been such a focus from Dell on cyber resiliency for its customers, whether we're talking about multi-cloud OnPrem, public cloud, SaaS applications, it's critical. It's a techno, it's a solution that every industry has to take advantage of guys. Thank you so much for joining us. I wish we had more time. I could talk about this all day. >> Thank you. >> Great work going on there. Congratulations on what was going on with APEX and the announcement, and I'm sure we'll be hearing more from you in the future. >> Excellent. Thank you, Lisa. We are super excited about Dell services and what we can bring for managed security services for our customers. >> Excellent. >> Appreciate it. >> Thanks guys. >> Thank you. >> For our guests and for Dave Vellante. I'm Lisa Martin, you're watching theCube live from day two of our coverage of Dell technologies World, live from Las Vegas. Dave and I will be right back with our last guest of the day. (gentle music)
SUMMARY :
brought to you by Dell. from the Venetian in Las Vegas. I guess the number one topic actually. talk about some of the great So ransomware, it's a household term. Talk about some of the things there, So if you go to see organizations and avoid the ransom if you can. and the recover process was too slow. at the customer level, and the CSOs actually are facing it goes all the way from So the adversary is, and then we can build the term zero trust people Have I configured the the average customer has what? and reduce the risk in the environment. complicated of any in the business. and the world that we have in house. strategy evolved in the One of the things we and the living off the land and that was a turning point and the zero test have the industry figured it out? the ball to some other team but one of the other So talk to us about some of the things So we can actually provide that we have going on, And we don't want to curb productivity, that we were not aware of. We have the end to end one that's going to persist. and the announcement, and what we can bring for and I will be right back
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Alison Biers, Dell Technologies & John Dabek, Lowe’s | Dell Technologies World 2022
>> Announcer: theCUBE presents Dell Technologies World, brought to you by Dell. >> Hey everyone. Welcome back to theCUBE's live coverage of Dell Technologies World 2022, live from the Venetian in Las Vegas. Lisa Martin here with Dave Vellante. This is our second full day of coverage of theCUBE. Lots going on, lots of announcements. We always love talking to customers, hearing the voice of the customer, and we have a couple of guests, one from Dell Customer at Lowe's, John Dabek is here, the senior director of infrastructure. Ali Biers also joins us, marketing director of edge solutions at Dell Technologies. Welcome to the program. >> Thank you so much. >> Thank you for inviting us. Appreciate it. >> So John, let's go ahead and start with you. Let's talk about what the heck is going on in retail. Tremendous change, tremendous transformation, lot of pressures. The last two years have been quite influential. Talk to us about some of the trends that you're seeing in retail, some of the challenges that are going on. >> Absolutely, so COVID has put everything on steroids in terms of the omnichannel experience, so we no longer think of digital as something that's separate. It's all integrated with the store experience. So, interestingly enough, two thirds of our customers shop online before they come into the store, so that shows you the power of having the digital working in harmony with the store. >> So how does that affect your technology strategy? What changes do you see? >> That's a very good question, so we've had to accelerate a number of our new technologies to really create that frictionless experience for the customer. So for example, I'll give you a great example of a technology that we deploy today called pickup lockers. So you order online and then there's a set of pickup lockers right in the vestibule of the store. You go up and you scan it, the locker opens, and then you can take your merchandise and go on, so it's a great experience as to how the technology has changed, and everything from utilizing the mobile applications where customers can now text us when they're in the parking lot, we can deliver their merchandise. Michael Dell put it very well in terms of the strategy in his keynote yesterday. What he talked about was today it's the public cloud, it's the private cloud within the data centers, and it's the edge, and the edge has become very, very important for us because that's where we want to put all of our technologies in the store, closer to the store. >> Ali talk to us about from an overall a Dell vision lens perspective the challenges overall that you're seeing in retail and where the edge is really advantageous for organizations to be competitive. >> Yeah, I mean, really what you're seeing is you've got these incredibly savvy customers who really want to have an experience when they go into the store, and on the other hand, you have the retailer that wants to develop that loyalty but yet they're dealing with tremendous complexity in their footprint, as well as just the pace of change, so trying to modernize and do that at a really fast pace just like what John was talking about and still stick to all the imperatives like being secure and manageable at scale. It's really a big challenge. >> Yeah, and when you talk, Ali, about modernizing at a fast pace, the first 600 stores that we did with VxRail, and we'll go into a little more detail I'm sure about that, we did in three months with the help of Dell technology. >> Lisa: 600 stores in three months? >> In three months, right, and the key was zero disruptions in the store. Now we're talking about 100,000+ square foot stores, so we're talking big stores, and we have a very short window. We can go from midnight to 5:00 AM because 5:00 AM the contractors are there to pick up their materials and we have to be open and ready, so we didn't miss a beat. >> So that's interesting. I heard your CEO the other day talking about how you guys really focused on the contractors, especially during COVID. So that was also another shift. I mean, the volume from contractors probably increased 'cause we give them such great focus. So there's this concept of the intelligent factory. Is there a similar one with the intelligent store? >> John: Oh, without a doubt. So I'll give you an example. We have 140,000 mobile devices deployed in our stores for our employees that can do everything from find merchandise, talk, receive calls. You're going to the store to pick up mulch, and they can take the device and do a checkout from the device instead of you having to come into the store and then go out to pick up your mulch. It doesn't get better than that. >> I love that example cause that one's so relatable, and I think like once you start thinking about how all this to technology in the store can really help, so all of a sudden you know where your customers are spending their time in the store. You can position your customer service people to help in the aisles where people are getting stuck, so it really just puts so many more insights in the hands of retailers to be able to action and make decisions. >> You know, it's funny, sometimes people, when they talk to people in IT, technology like ourselves say, "You know, you guys always talk about, oh, permanent changes. Nah, it's going to be the same. You watch in a few years." Here's an example, there's no way we're ever going back. You know, it's permanent. >> It's permanent, and you know what? All the bad things about about COVID and the pandemic, the great thing is it really accelerated that omnichannel journey. It forced many retailers to do that, including Lowe's. >> Silver lining, but it also, from a forcing factor perspective, it was critical from a competitive standpoint. I mean, we have these expectations as consumers that we can have this consumer experience everywhere which means I want to be able to do my transaction in real time. I want to go onto the website and make sure that they have what I want inventory wise in real time. Real time we learned in the pandemic, not a nice to have anymore. >> No, absolutely. >> Lisa: That is a competitive advantage for every industry, especially retail. >> Yeah, and if you think about it, we have a mini data center inside the store with the VxRail, so it was very important for us because we were not able to leverage the new application development on the old platform, so we absolutely need the power of the new platform to enable the stores. It's very, very, critical. >> Paint a picture of what it's like inside of a store. I mean, what's the infrastructure look like, the apps that are running, the data flow? >> John: So if you picture a dedicated room for the technology, unfortunately in a store you don't build a data center, so it's a concrete floor, as you can imagine. But through the help of Dell, they've really helped us harden the environment as well, to put in technologies that help with intelligent power distribution units and other types of technology because we're making such a big investment that we don't want to have power be a disrupter. You get six nines on our network, six nines on our, on our compute infrastructure. We don't want power to be an impact. But in terms of the apps, everything that you need to run a store from a POS perspective runs in the environment, and it's being enhanced every day, because now the communication from the mobile device of the consumer to what happens in the store is integrating, so it really requires a lot of compute power. >> What I really like about the way you guys have done it too is that you guys have really thought about it in terms of planning for the future. So you thought about how to create that foundation that's really going to scale over time. >> And Ali you've brought up a good point because one of the things that we didn't anticipate when we started was the fact that we would need GPUs in the future. and the power of the GPU was required for things like video analytics, AI, and it came to light as we had one of our innovator, person in the lab saying, "Hey in the test system, we want 300 gigs of memory to do a test," and we're going like, oh my God, this would never run in production. So that's when we got into the whole concept of GPU so all of our stores are GPU enabled, so as we need them, we can add that to the store, but thanks for bringing that. >> That's really interesting. So for what, security? Other use cases? AI, you're saying. How are you applying that? Dig into that. >> It could be security, so think of having cameras in the store that watch what people do from a checkout perspective, and it's tied in with the system so it knows the weight of an item, it knows the cost of an item, and it's able to spot potential frauds and alert people. But to do that, you need video analytics, and that requires a lot of processing power. >> How much of that data do you persist? >> We could talk about that for another hour. >> Oh, okay. >> With respect to that. But generally we utilize the data to handle what we're looking to accomplish. We do capture other data for AI and other analytic purposes as well. >> Ali I think I interrupted you. >> Ali: Oh, no worries. I think one of the things about the edges, people have a tendency to go build a technology stack to address the business problem that they're trying to address in that moment, and it's usually driven by the people that are working in the store. They see an opportunity for advancement, but all of a sudden, if you have a lot of those, how now are you going to deploy it, secure it, manage it, and do them all separately? So I think what you're talking about is you've really figured out a way to do that across all those different use cases, and maybe even for the ones that you don't know exist yet so. >> And that's the good point is that we don't know what exists, because we have to, as we build it, we have to build the business case for what makes sense to put into the stores. So you you'll see a lot of continued innovation with inventory aids to help stock shelves, applications that help the customer journey. I saw some deployment of some new apps in the stores where we can tell where people are located real time in the store, so wouldn't it be great if you know that you can dispatch customer service personnel to that area and great opportunity to plus sell in that environment. >> I can't wait for my next trip to Lowe's. This is going to be so fantastic. But John, I got to ask you, you're sitting here with the marketing director, I'm a marketing girl myself, future proof. It's a term that is always interests me because it can mean so many different things. You're working with Dell, I've been working with Dell for a while, how is what you've architected for the connected store? Intelligence store, excuse me. How do you feel like when you don't know what's coming, but do you really feel like we've got a future-proof architecture capabilities and a partner that's going to allow us to scale and grow as things, obviously we couldn't have predicted what happened in the last two years. >> So not too recent in the past where you would primarily have appliances in stores and single purpose servers, separate storage. So now with the VxRail technology, you have hyper converged infrastructure. So things are virtualized, your storage is virtualized, your server host infrastructure is virtualized, and the power of the VxRail is that as we grow and have different needs, we can change out the processor, we can add memory, we can add storage all while we're still running in a store. >> Dave: Bring a GPU in if you need to, right? >> Bring a GPU in, so it was architected to handle the growth and the simplicity of running the store. So we only have a handful of people that manage the stores from a technology standpoint, and thanks to the the technologies that are provided. >> So you could scale it, and you got the blueprint, what's the network look like? >> And that's some good advice for folks who are looking at this. You have to address the network first, so we deployed a software defined network that gave us the capacity and the future growth capacity and the backup we're using. We're transferring to from 4G to 5G for backup purposes, and we're trying to figure out what's the role of 5G in the future? 'Cause it gives you tremendous flexibility. But remember the VxRail and the edge can run independently, so if the network goes down, we operate a store. >> Lisa: And you had that frictionless experience which as consumers, we all had this expectation that it's going to be frictionless, it's going to be seamless, I'm going to be able to get what I want. >> Absolutely. >> Not quite 24/7. Well, yeah, with online, yeah. >> With online, 24/7. >> So last question as we grab, and I wish we had more time to dig into this. What's next? What are some of the future directions as hopefully things return back to "normal". What are some of the things that Lowe's and Dell are going to do next together? >> We have to finish the stores. We'll be done by October. And by the way, we're experiencing supply chain issue, but not with Dell. We're having trouble getting network switches, but last week we had a breakthrough, and right now we're on track to finish all of the stores by October of 2022. But what's next? Continuing to now leverage the platform that we've put in place, to bring the applications and to start working with our innovators to experiment with the GPUs and put it into effect, and I'm sure Ali's got some great things planned as well on the edge with the technology which we're look to take advantage of. >> Yeah I mean, our goal is really to help customers to simplify their edge because it's incredibly complex. They're dealing with an ecosystem of partners, software, hardware, networking, so really being that partner that they can rely on, having that broad end to end portfolio, and being the person and the company that can architect and bring all of that together in a way that you can life cycle manage it over time. >> John: And the great thing is by being software defined, it's all seems very complicated, but it's simple to manage, and that's the key and that's the power that Dell brings to us. >> Simple to manage, famous last words. John, thank you, Ali you as well for joining us, sharing what Dell and Lowe's are doing together to really enable this intelligent store. I really can't wait for my next trip. (everyone laughing) >> Thank you so much. >> Yes, I got to hit the mulch pile. Want 'em to bring into my car's, it's too heavy to carry. Guys thank you so much for sharing your insights. We appreciate the story. >> Thank you. >> For our guests and Dave Vellante, I'm Lisa Martin. You're watching theCUBE live from Las Vegas at the Venetian. Day two of our coverage of Dell Tech World continues right after this short break. (soft music)
SUMMARY :
brought to you by Dell. and we have a couple of guests, Thank you for inviting us. some of the challenges that are going on. so that shows you the in the store, closer to the store. the challenges overall that and still stick to all the imperatives Yeah, and when you talk, Ali, and the key was zero I mean, the volume from and do a checkout from the device in the store can really help, Nah, it's going to be the same. about COVID and the pandemic, and make sure that they have what I want Lisa: That is a competitive advantage inside the store with the VxRail, the apps that are running, the data flow? But in terms of the apps, is that you guys have and the power of the GPU How are you applying that? and it's able to spot potential that for another hour. to handle what we're and maybe even for the ones and great opportunity to plus for the connected store? and the power of the and thanks to the the and the backup we're using. that it's going to be frictionless, Not quite 24/7. and Dell are going to do next together? and to start working with our innovators and being the person and the and that's the key and that's the power Simple to manage, famous last words. Yes, I got to hit the mulch pile. from Las Vegas at the Venetian.
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Caitlin Gordon, Dell Technologies | Dell Technologies World 2022
>> Announcer: theCUBE presents Dell Technologies World, (gentle electronic music) brought to you by Dell. >> Welcome back to theCUBE's coverage of Dell Tech World 2022. My name is Dave Vellante, and I'm here with my co-host, David Nicholson. Dave, I think first time we've co-hosted this week. >> Yeah. >> Excited to be with you. >> Very excited. >> Live wall to wall coverage. Two and a half days, two days and one evening. I'd say 7,000 plus people here, so really good showing. Caitlin Gordon is here, she's the vice president of product management for cloud solutions and tech alliances at Dell Technologies. Caitlin, welcome back to theCube, always a pleasure to see you, thanks for coming on. >> It is really good to be back in a physical cube, with three dimensional humans. >> Yeah, so unbelievable. >> And it was good to see you up on stage today, so fantastic job. I think the keynotes have been good. I think it's funny, coming out of COVID, it seems like the keynotes are really tight. >> Caitlin: Yeah. >> This year, you know. And, so I think that's good. You have a lot to say, so that's why we love theCube, so you can come back and. >> Caitlin: Nice to have a live audience, get the feedback, yeah. Yeah, they were, I tell you, the audience was engaged today, right? I mean, lots of hooping and hollering, so let's talk about multicloud. You know, it's, pre-COVID, post-COVID, feels like things have changed. Maybe, maybe due to COVID, maybe not, but what are you seeing, the patterns in customers around multicloud? >> Well it's been interesting. I've been in a multicloud world tour here over the last six to nine months, and you know, one thing is clear, for the first time as an industry, we agree on something, (Dave laughing) And that's multicloud. We don't agree on what it means, but we do agree that multicloud is our reality. And customers are having a lot of challenges with what that means. That means today reality is multicloud most of the time just means multi contract, alright. I know what hyperscaler's my primary, I have secondary, I probably brought someone that brought someone else in. I've got SaaS providers, I got my on-prem partners. But there's not a lot of continuity and consistency across that. It's really operational silos, data silos, being able to predict that spend is the challenge. And there's a lot of people challenges in there. Whether it's developer velocity, as Jen talked about earlier today. Or even just simply having enough people with the right skills, is a real big challenge because no matter what definition you have of multicloud, it means distributed, and it means a lot of different places, and that's a big challenge. >> I tagged you in my Tweet today, when you were up on stage, I don't know if you saw it. But basically you know, we use this term super cloud, and it was pretty clear to me anyway, an example of what I think of as what multicloud should be. An experience that spans location, that is the consistent experience with all my policies, and my security, my governance. Talk about what you guys are doing to map into the trends that you see. >> You used my favorite phrase, consistent experience. And really what we're doing is two things. We're building a portfolio of software and services, and that's really targeted at that consistent experience. You can have your data, and your workloads in the right place, but you can have a consistent experience with what you already have on-prem. We really need to have true hybrid cloud operations. We overused that term and we ruined it, and then we didn't use it anymore. But that's what we're talking about. On-prem to multiple public clouds have that consistency. But that's not enough because this is just such a complex landscape. The second part of what we're building is really an ecosystem of cloud partnerships. So whether it's the hyperscaler, certainly. But also colocation providers like Equinix. Or SaaS providers like Snowflake. The more we can partner with the key providers in the multicloud landscape, the more we can simplify that across. >> Yes, so you mentioned something that's key. Most people when they think about multicloud, they're not going into that because they really want to do the same thing nine different ways. So that consistency. >> Caitlin: It's not the design point. >> No, exactly. >> Caitlin: No. >> It's like, I want multi something. But not multi everything you offer. So the concept of using this well worn, well proven set of storage intelligence software titles, and putting them out into a variety of cloud providers, linking them with a unified experience is obviously powerful. And that seems to be what's behind Alpine? Is that the strategy? >> Yeah, it's absolutely right. Because you want that consistency because you have established multi lots of things. But you want to be able to get the consistency. But you want to be able to get that across all your data types. You can't just have consistency for file. You can't not only have consistency for object. You want to have that flexibility in who the providers are, and what type of data. And yet have, still have that operational consistency not so matter what. So that's that, that's the tough combination. Keeping flexibility, but also that simplicity and consistency. >> So Project Alpine, tell us more about it, what it is, why is is called a project, when will it be a product. >> (laughing) All of the things. >> Dave: Yeah. So Project Alpine, if you've been tuned in this week, you've heard this a few times. But it is our initiative to bring our block file and object storage software, to all of the major public clouds. So that is all about being able to really break the barriers between your data, and native public cloud services. The key thing, that you started off with it, operational consistency. If I have a power store on-prem, I can run our block software in the cloud, have that operational consistency, so it's the same UI, it's the same API's. Why that really matters, the undercurrent of that comes back to people. If you have the same tools, the same API's, you don't have to learn anything new. You don't have to re-skill or re-hire any people. And eventually you can drive that even more efficiently all through API's. So it's all about that consistent operations. I'm not going to ignore your project questions so I'll get to that as well. >> Thank you. >> It's a project because for a number of reasons, it's something we're working towards, and it's going to have deliverables and milestones over a number of months and years, to be honest. We actually first announced Project Alpine back in January as you know. And we have already extended that now in May to say what we're talking about and any news, started to show you what that's looking like. So original announcement as a project in January. Technology preview here in May. And then we're going to start to have early access for some of these to customers later this year. And then availability into next year. >> Excellent. So the primary value proposition I've been hearing is that operational consistency. Is there another dimension of value, in terms of function? In other words, I get why I'm not going to get that operational consistency across clouds and on-prem from a public cloud provider. Are there functional capabilities that you bring, I mean yes, help us understand that gap. >> Yeah. >> Between what you can offer as a long term, you know, the leader in storage, versus kind of the new entrance in the public cloud. >> Yeah, two things come to mind. The number one is data mobility. So having that very efficient and very simple data mobility. Because what's the most efficient way to send data from an on-prem storage appliance? Use the native mobility services that are already built into that platform. They're already there, you already know how to use them, and they're very efficient. So they're going to be very smart about what data you send to, and what data you send back from the cloud. Which is critical from a people standpoint, but also from a cost standpoint. Which is the other piece of this. We've been talking about the technology, but as you well know, the business requirements are pretty important. So being able to also, not only have your software in the cloud, but transact that through a public cloud marketplace, and in one case will actually be delivered as a native cloud service, is critical. So all the pre-committed spend that you have with any one of these hyperscalers, you can actually draw down against that credit to purchase these software and services, which is equally important to the technology value prop. >> Hence your expanding ecosystem kind of goes both ways. Okay, so when I'm on a console within one of the public clouds, I want to go into Alpine, and now I'm into a Dell experience. Is that correct? >> I talked about flexibility right, and choice. You have that consistency to say, if you want to standardize on one of the hyperscaler ecosystems, we'll inter-operate that through our API's. We're not going to force you into any single walled garden, but if you have chosen an ecosystem you want to be working through, you can abstract out our value through API's and still leverage that underneath the covers, really at the data layer. So we are really all about that consistency at the data layer, but inter-operating with whatever control planes, and whatever ecosystems you are working with. Which is, I've said it five times, but API's are a critical part of this. We love UI's, and they're pretty in a nice demo, but the reality is probably API's is where this is mostly going to be consumed. >> So, I have a question for you as a marketer. You mentioned technology versus business value. Clearly, outcomes, the actual business value associated with what we do in technology, is key. However, as an old time storage guy myself, (Caitlin laughing) I realize that what you're talking about here is decades of development, focusing on things like data protection, resiliency, performance, built originally in an environment that wasn't instrumented for high availability. >> Caitlin: Hmm. >> You needed things like clusters. There wasn't the concept of just JBOD in servers, one server fails, you throw it away, and it automatically goes to another. How do you balance, this is a very long question here, how do you balance the fact that your underlying technology is so good, with the desire to communicate the business value? Do you find yourself having to not talk about the technology as much anymore? Because there's so much impressive stuff there. >> Yeah, I'm a recovering marketing person myself. Um, it is really interesting having been at this show for many, many, many years. Not as many as Dave probably. (Dave laughing) >> Old man Dave. (Caitlin laughing) >> What can I say. >> I would say, a number of those years we spend most of our time talking about speeds and feeds. How many IOPS? What's the latency? What's our HERO number of the day? And we still care about that right, and data protection, what's your BD braid? How much can we save you? Still important. But it's a secondary conversation. What are we talking about now? Cloud native app mobility, and that modernization, and the underlying infrastructure isn't always going to be Dell's anymore, it's going to by in the hyperscalers in some cases. So it's a completely different conversation and different people we're talking to. It's very exciting, it's a little bit foreign to us, but we welcome it, and it's also still important that we understand the infrastructure side too. Because ultimately, even if this is being delivered as a service, someone is still delivering and managing that infrastructure and that is still critically important. >> So okay, Project Alpine, is it multicloud? Is it Apex? Is it subscription? Is it as a service? >> Caitlin: Yeah. >> We should be thinking about it. >> Yeah, all those things. Yes, check. (Dave laughing) All of the things. >> So they're coming together is the. >> It's coming together, right. You hit all of the right buzz words, bingo. But multicloud, the value prop is Project Alpine, multicloud data, and yes subscription is going to really be the model from an economic standpoint, that's really the key. But ultimately it all comes together. >> What are you seeing with data architectures? Kind of up leveling a bit these days, where you know, customers generally, they'll shove everything into a big data warehouse, or a single store, or cloud. You you guys talked about the edge a lot. We just had a great conversation with Lowes, and what they're doing with VxRail and their stores. How are you seeing the evolution of data architectures? >> I think the Snowflake announcement was a really really really good example. And it came through as an announcement but it's a partnership, right. And what's really interesting is it's very clear that what we've kind of inherently understood as an on-prem, primarily an on-prem vendor traditionally, is that data has a ton of gravity, and between data privacy, and just governance regulations, there's a lot of reason the data is not going to move. And what that means from a modern cloud based analytics standpoint like Snowflake, is they need to be able to support the data no matter where it lives. That doesn't mean pulling it into the cloud. Many customers including us will not do that. It means being able to access that data so that more distributed data architecture, but still being able to use those cloud based tools, is really where we're seeing, and why we've really announced this partnership this week. I think there's a ton more opportunity in that space. >> Well that's the epiphany of the Snowflake deal is you're able to access non-native Snowflake data, into the Snowflake data cloud, that's a first. >> Caitlin: Yup. >> Now there, I'm sure Snowflake is going to want to migrate it at some point. But to your point, you won't as a customer, a lot of customers to say, no. First of all, a lot of times, it's not a business case. If I don't have to move it, why should I move it? If it's cost effective, and it's protected. And then, there are constraints. >> Caitlin: Yeah. >> To moving data, like legal constraints and so forth. >> Absolutely. And data regulations are not getting less stringent, right? >> Right. Alright, we got to go. Caitlin Gordon, thanks so much for coming back in theCube. It was great to see you. Congratulations for all the announcements, and awesome to see you face to face. >> Yes, thanks for having me. >> Alright, you're very welcome. >> Good to have you. >> Thank you for watching, this is Dave Vellante, for David Nicholson, Lisa Martin, and John Furrier. You're watching theCube's coverage of Dell Technologies World 2022 from Las Vegas. We'll be right back. (gentle electronic music)
SUMMARY :
brought to you by Dell. and I'm here with my always a pleasure to see It is really good to be it seems like the You have a lot to say, so but what are you seeing, over the last six to nine months, to map into the trends that you see. with what you already have on-prem. Yes, so you mentioned And that seems to be what's behind Alpine? But you want to be able what it is, why is is called a project, So that is all about being able to really and any news, started to show you capabilities that you bring, Between what you can and what data you send Is that correct? We're not going to force you I realize that what and it automatically goes to another. Um, it is really interesting (Caitlin laughing) and the underlying infrastructure All of the things. You hit all of the and what they're doing with data is not going to move. of the Snowflake deal a lot of customers to say, no. constraints and so forth. And data regulations are not and awesome to see you face to face. Thank you for watching,
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Jules Johnston, Global Channels | Dell Technologies World 2022
>> theCUBE presents Dell Technologies World, brought to you by Dell. >> Hey everyone. Welcome back to theCUBE's coverage of day one of Dell Technologies World 2022 Live from the Venetian in Las Vegas. They're excited I dunno if you heard that. A group behind me very excited to be here. Lisa Martin, Dave Vallante. We're very pleased to welcome Jules Johnston, the SVP of channel from Equinix. Jules, welcome to the program. >> Thank you for having me. I appreciate it. >> And those people back there are very excited if you heard that. Big applause going went live. So the vibe here is fantastic for the first live Dell Technologies World since 2019, a lot of people here, this expo hall is packed, lot of momentum here but there's also a lot of momentum at Equinix. Talk to us about what's going on. >> Well, you know, so many exciting things for Equinix and, you know, in this partnership of Dell, it sort of gives us a chance to share that with partners here throughout the conference. So we are very excited, as you said about, and we just, we named to the Fortune 500 this year, 77 quarters of growth consecutively but underpinning that is having made huge investments in what is the world's largest footprint of global data centers, 240 of them on six continents in 66 markets, but then interconnecting them so they have the connections that Dell customers need to the clouds, they have the connections that they need to all of the future SaaS providers. So that foresight to put together that interconnection network across our footprint, has set us on the path we're on today which we're very grateful to be at in and really the things that are happening with Equinix and Dell together couldn't be more of the moment. >> Talk to me about that. The last two years, the moments of the last two years have been very challenging. >> They have been. >> For everyone. How has the partnership evolved in that time? >> Well, you know, we at together, Dell and Equinix what we're doing is really helping our shared interface customers navigate the complexities of their digital transformation and digital transformation is hard, it's not of one and done and it's not an overnight solution and so what we are doing is partnering with Dell to think about putting a dedicated Dell IT stack in an Equinix data center, to give customers that sovereign adjacency so that they can have that security proximate to our all the clouds and everything else they need to participate in the ecosystem and then pairing that with, you know these interconnected enterprises. So Dell and we are helping customers then be able to have some of their solution OnPrem, some of their solution in the cloud, access public clouds and use that collectively to define what we're calling the intelligent edge together and that intelligent edge means so many different things to customers, but it is really our honor to work together with Dell to help each customer define that for themselves. >> Eqiuinix's an amazing company, like you said, I didn't realize it was that many consecutive quarters but it's a 60 billion plus market cap. If you look at the stock chart it'll blow your mind, really incredibly successful and part of the reason is funny, you know, 10, 15 years ago people thought, well, oh, 10 years ago anyway, the cloud is going to hurt companies like Equinix. It was exact opposite and that's because, you know Charles Phillips used to joke, friends don't let friends build data centers. >> Yes. >> Right? And it's not a good use of capital for most companies unless you're in the data center business. Now, of course you have some of your own as a service offerings. >> We do. >> What's the overlap with Dell? How do they compliment each other? >> It's a good question because, you know, and we get that are you and Dell in fact competitors? And no we see them as wholly complimentary and in fact, we're working with Dell to bring to market things like something we call PowerEdge which involves their servers and PowerStore which involves their storage and then VxRail which is really the hyperconverged infrastructure and those are a few first of a series of offerings we expect to bring to market with Dell and if you think about metal and it's Equinix Metal that people sometimes think is a competitor, but what metal does for customers is it really allows them to advance have the equipment placed in our data center so that they can access that capacity and according to spikes or needs that they have. That equipment in our data centers that's there for them to avail themselves to that capacity is most often Dell equipment. So we are really doing and executing that bare metal as a service together. >> What are some of the things that you're hearing from your partner community in terms of the partnership with Dell? Are partners must be excited the momentum there. What's going on in the partner community? >> So, you know, that's what near and dear to my heart since that's what I'm responsible for Equinix's global partnerships, and they are very excited about what we're doing with Dell and to be honest with you, all of our top partners are also top partners of Dell so it makes sense that we bring it together. So, you know, big categories of partners like the world's largest global network service providers, some of whom are here and who we'll meet with the AT&T, Orange Business Services, those folks in addition to the world's largest global systems integrators, Kyndryl, Deloitte, Accenture, Wipro all, DXC, all of these are partners that Dell and we will meet with together to further our, what we call power three that together we're better because as much as Dell and Equinix are delivering, the customers most often don't have the experience they need to execute it without a partner so they are relying on those partners to take what we are doing and make it their own and so if they're excited about it, it's a big opportunity for them from a revenue services and an opportunity for them to step into a next level trusted advisor status so partners are excited and we're going to be spending a lot of time with them the next few days. >> Do you see Equinix, you know, 'cause these partnerships are not bespoke partnerships, it's an ecosystem that's organic and evolving and growing. Are you a dot connector in a way? Can it be a flywheel effect in your ecosystem? >> Well, so our ecosystems that we provide wide range of those from high frequency trading to connected cars, to the internet, things many and content providers that we are, we do see it as our role to, you know, the 10,000 and growing customers that are in our 240 data centers on six continents that provide those ecosystems, it is our mission to continue to grow that and enrich it because that does differentiate us greatly from another data center provider and it's the combination of the ecosystem that you find and the people you can connect to at Equinix and then also the leverage of our fabric in order to be able to access your future needs. >> And there's a lot of technology underneath these, it's that first layer one I guess if you will of the data center, right? And so a lot of your customers or your partners customers, they just don't want to be in that business as we were saying before, I mean it's just too expensive, the power requirements are going through the roof so you got to be really good at managing power. >> You do. In fact, you know, so first of all, you're right, it's extremely difficult for them to also be able to make that kind of commitment to keep a data center they would manage themselves at the level that Equinix is able to invest so it's very difficult for people to do it themselves but even show, another point you mentioned actually about the power is near and dear to our hearts because Equinix is super committed to sustainability and so we've made a commitment to wholly renewable energy and it's something that we talk a lot about how we also help partners like Dell meet their initiatives or partners like AT&T meet their connected climate goals. So we are actually using that and coming together with Dell on that story, so that, and then helping to amplify that with our partners. >> And that's, how do you do that? That's putting data centers where you can cool with ambient air or is it being near the Columbia River? What's your strategy in that regard? >> It's sustainable. I have to be honest to you. I would be out of my depth if I didn't say. >> This is at high level. >> So we are deploying some of the latest technologies about that and then experts. People who, you know who all they do is really help us to reduce the carbon footprint and be able to offset that, be able to use solar, be able to use wind, be able to take advantage of that and then also to navigate what's available when you're in 240 locations on six continents it's not the same options to reduce your power consumption and your burden are different in Africa as we just discovered with our main one acquisition than they are in India or than they are in other parts of the world. So it is for us a journey and we've been assembling a lot of the talent to do that. >> But you're so large now, even a small percentage improvement can really move the needle. >> And I think because we are the largest, it is incumbent upon us to really set the standard and be committed to it and we do see other people following which is a good thing for all of us. >> Well how important is that in your partnership conversations that partners have that same focus and commitment on ESG that Equinix has? >> Partners care a lot about it but customers ask us both all the time. I mean, we increasingly see a portion of an RFP or a scope of work asking, before I decide to go with Equinix and Dell, tell me how you're going to impact the environment, tell me about your commitment and so we are committed to it but customers are demanding it too. >> So it's com-- >> Where do you. Go ahead please. >> Oh I was just going to say, it's coming from the voice of the customer which EquinIx is listening to we know Dell is listening to it as well. >> I'm sorry one more time? >> That the sustainability of the ESG demand is coming from the customers you were saying? >> It both, like I mean, we want to do the right thing and we've made commitments to it but our customers are holding us accountable to it and, you know, sustainability is now a board level priority. It is for us and it is for companies like Dell and it is for our partners and customers. >> It really is. I mean, it's up there with security. >> It is. >> In terms of the board level conversation. Where do you want to see the partner ecosystem in the next, let's call it three to five years? In your business you can look out that far. >> Well, you know, I think that they, our partners, and that I mean Dell's and our mutual partners, you know, we've been listening to customers with Dell to deliver a flexible set of options for how customers would consume Equinix and Dell so our partners are going to be integrating a variety of those in order to meet the customer where they are in that journey, whether they want to buy Apex as a service, whether they want to buy Equinix Metal, whether they want to have a partner put together bespoke do it yourself combination with other services. I mean, the customers are going to demand a choice of options. I think partners are going to embrace multiple versions of that so that they can, you know, to meet the customer where they are and take them. >> Well that's incredibly important these days to meet the customer where they are. The customers have a lot of choice. >> It is. >> But everything that we're all doing is for the customer ultimately at the end of the day. >> Yes, it is and, you know, the customers are getting savvier but we are all still early in this journey, as far as the edge, you know, I mean, I think we're all still grappling that. For right now we like to say that as customers are looking to define that, the footprint that we offer together with Dell gives them an awfully robust set of choices for now and then we want to continue to invest and expand to be wherever they need us. >> Well that's the thing about your business, it's optionality. I mean, the cloud has a lot of stuff but you can't get everything you want in the cloud. >> You can. >> And you can put anything in your data center, that's IT. >> You can, but you may not know what you need yet and so that's one of the things we spend a lot of time having our solutions architects and our sales people together with Dell talk about future proofing, their strategy. So future proofing, that combination of OnPrem and in an Equinix data center and maybe some public and future proofing, leveraging our fabric so that they might elect different SaaS space services or cloud-based services a year to five years from now than the year you're even thinking about today and they may expand their edge over time because they may sort of see that at the customer end point. Today most businesses are still sort of using a footprint like ours as their edge, but that could change and so we want to be there when it does. >> Yeah, that's a great point because you don't want to necessarily have to rip it out every couple of years if you can have an architecture that can grow. Yeah sure, you might want to upgrade it. >> Well, and that's one of the most appealing things about services like metal, where they also, they do sort of prevent that sort of rip and replace but they also help people navigate the supply chain shortages that are going on right now. So you know, this has been a trying two years for supply chain shortages, and being able to take advantage of Dell equipment already staged at an Equinix data center and partners can then bring their customers a quicker immediate response. >> Have you also seen this, you mentioned the supply chain shortages, some of the many challenges that we've experienced in the last few years, how much of a factor has the great resignation been? The labor shortages, the cybersecurity skills gap, on folks coming to Equinix saying help, we don't have the resources here to do this ourselves? >> We have been fortunate to to be... If you're asking about how the reservation has affected us as a company. >> No your customers. >> Oh our customers it has. >> Yes. >> Oh, okay. >> Yes. >> So it is a challenge for them but it's an opportunity for our partners. So what I see there is it's been challenging for customers to hold onto that talent but partners are filling that gap and we've at Equinix have been fortunate to hold onto a lot of our best and brightest and so we put them together with our partners and we try to help customers fill those gaps. >> Well that's the most important thing, filling those gaps. >> You ever been inside one of these ultra modern data centers? >> I have not, not yet. >> It's pretty cool, isn't it? I mean-- >> Have you ever had a tour of one? >> I've never had a tour of an Equinix data center, but I've seen some modern data centers that will blow your mind. >> Well I mean, they come with all the requisite, bio metrics and man traps and all of the sort bells and whistles that are actually the first layer of physical security, but then once you get into the data center then we have sort of, we get into the virtual and the digital security that you would expect. So it's-- >> Yeah, it's good and you know, it's not like you drive by the data center and there's a big sign that says here's the data center, it is kind of, they're trying to stay a little hidden and then it's, getting in it's like getting into fork knots. It's probably harder but then, it's like this giant clean room, right? It's amazingly clean and just huge. It'll blow your mind. >> Inside these data centers, all the world's networks come together and peer, and then we have inside the most direct RomReps to the cloud so you would expect. There's a lot of wires and pipes running very neatly through a very secure, clean-- >> Cooling systems and power systems and it's just. >> Pristine environment for sure. >> Amazing engineering. >> It is. >> So I need a tour. >> You should. Do you let people tour your data centers? >> Well I will bring both of you on a tour. >> Awesome. >> Be my guests. >> I would love to. Yeah, great. >> It sounds fantastic. >> We'd love to. >> So last couple-- >> We'll bring a camera. (both laugh) Oh, no, not allowed. >> Not today. No phones, no phones sequester. >> So what are some of the things that you're excited about seeing and hearing the next couple of days as this is the first time we we've all gotten to be together in so long? >> So well, you know, we are excited about the conversations that we're going to have power of three that I was talking about. So you know, we really pride ourselves on sort of having that combination add up to more to benefit the customer and so this will be sort of a coming out party of sorts for Equinix and Dell will meet with, you know almost 20 different global partners that are really important to both of us so I am most excited about those conversations and about the education I'm going to get on the ways they're thinking about integrating it differently because that is good choice for the market, that is good choice for the customer set so for the enterprises out there so that's what I'm most excited about. >> Awesome, sounds like tremendous opportunity, lots going on this week, but thank you for coming on Jules talking about-- >> Oh, my pleasure >> An hour of Equinix and Dell better together, the way that your channel partner, your program is growing and of course the momentum of the company. Can't wait to see what happens next year. >> Thank you. Thank you, we will aim to deliver and thank you again for having us. >> Thanks Jules. >> Our pleasure. For Dave Vallante, I'm Lisa Martin and you're watching theCUBE's Live Coverage day one Dell Technologies World Live from Las Vegas. Stick around, we'll be right back with our next guest. (upbeat music)
SUMMARY :
brought to you by Dell. from the Venetian in Las Vegas. Thank you for having So the vibe here is fantastic and really the things that moments of the last two years How has the partnership and then pairing that with, you know the cloud is going to hurt Now, of course you have some of your own and according to spikes in terms of the partnership with Dell? and to be honest with you, and evolving and growing. and the people you can of the data center, right? and then helping to amplify I have to be honest to you. lot of the talent to do that. can really move the needle. and be committed to it and so we are committed to it Where do you. of the customer which and it is for our partners and customers. I mean, it's up there with security. it three to five years? so that they can, you know, to meet the customer where they are. all doing is for the customer as far as the edge, you know, I mean, I mean, the cloud has a lot of stuff And you can put anything in and so that's one of the things necessarily have to rip it So you know, this has We have been fortunate to to be... and so we put them Well that's the most important that will blow your mind. and all of the sort bells and whistles Yeah, it's good and you know, to the cloud so you would expect. power systems and it's just. Do you let people tour your data centers? both of you on a tour. I would love to. Oh, no, not allowed. No phones, no phones sequester. and about the education I'm going to get and of course the momentum of the company. and thank you again for having us. and you're watching theCUBE's
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Bradd Lewis & David Linthicum, Deloitte, Dell Technologies | Dell Technologies World 2022
>>The Cube Presents Dell Technologies World Brought to You by Dell. >>Hey, everyone, welcome back to the Cubes Coverage of Dell Technologies World 2022. Live from the Venetian in Las Vegas. Lisa Martin With a Volonte. This is Day two of the Cubes coverage. We've had a lot of great focus on talking about multi cloud partner ecosystems, as et cetera, the last day and a half. Now we're going to have a conversation with Dell, and we've got two guests joining us. Please welcome David Linthicum, the chief cloud strategy officer at Deloitte, and Brad Lewis, the senior vice president and GM of the global transformation office at Dell Technologies. Guys, welcome to the Cube. >>Thank you for having us. You guys >>so lots to talk about multi cloud. You can't. It's one of the biggest themes here, David. I want to start with you. One of the things that Michael Dell said in his keynote, and he said it on the Cape today is its multi cloud world by default. What does that mean to you? >>What that means is that if you don't find multi cloud, multi cloud is going to find you. It's a complex distributed system that basically is invasive to what we do within the enterprise. So anybody who's leveraging cloud computing is going to find that there is a need to leverage multiple clouds of multiple kinds of technologies. And therefore we're kind of focused on what's in between the clouds versus the clouds themselves. And I think that's okay. We're leveraging multi cloud by choice. It's driving innovation. It's driving agility. That's why people are adopting it. So whether or not you have it or not within your enterprise chances are you do. Are you going to have it pretty soon, >>right? I think stand I saw yesterday was 75% of organisations have at least 3 to 4 different clouds. What is your take on when you're talking with customers in the field? How are they? How are they managing that approach? What are they doing right? What do they Maybe not doing right. >>I think what they're doing wrong mainly was hit. That one first is that they're managing their clouds within the silos. And so, in other words, are using whatever native tools are in the particular cloud provided to do operations do security, governance, things like that. And the reality is, it's a more holistic approach that needs to be taken. We need to span these solutions across the different cloud providers and also the existing legacy systems thinking holistically about that. It's just something we haven't done ever with an I t. And now we're having to do it. Read. >>What is the global transformation office? Adele, What's your What's your role in your mission? Sure. >>So our mission is working with our customers, who are really focused on driving outcome centric types of relationship with us, so worried less about the just in and of itself and really wanting to figure out how do I take advantage of all of those capabilities that Dell and its partner ecosystem have to drive business value? Ultimately, what does a great experience look like that or a developer for my lines of business? How do I start to improve the type of agility that I've got? How do I office stuff up some of the types of flexible platforms that I'm really reading about or aspiring to be able to offer? So being able to look at that holistic through through the lens of technology, the economics of that. The operational constructs and operating models around it and being able to really take all of those assets and capabilities and map them to the types of outcomes, milestones and timelines that are relevant to that. >>Who is your ideal partner at the customer? Is it uh, C I o the line of business? Somebody in infrastructure? >>It's all of the above, I think, as we get as we get through the conversation, what will become apparent is tech as part of the answer. So it's not. It's important. It has to be considered. It has to be architected. Well, it has to be operated well. But as important as taking an increasingly more so is how to David's point, how are you going to go and build that common model of operational construct around all of these different platforms so you don't end up with a silo based approach? Application owners and driving utilisation and adoption is important and more so than it's ever been. So having those line of business tie ins and the application owners all of those different stakeholders finance and being able to set expectations well and being able to deliver against those consistently and reliably and the impact that has on confidence and investment. All of those things become part of the fabric of a collective that's about mapping to those. So there's no one set of stakeholders that we work with. But what is really important as having somebody who sits across all of those things that has the ability to call the shots and make decisions when hard decisions are having to be made because where things don't typically work well is when we get into stalemates or standoffs, where there's different factional issues or politics comes into it or somebody is not empowered? Having that governance model so that there is a senior stakeholder who can move roadblocks and make sure that we remain aligned is one of the most critical factors. >>David question for you removing those roadblocks the last two years. Obviously, we've seen a lot of organisations massively pivot multiple times right to survive and not to thrive. But we've seen so much investment in the remote workforce and now a lot of businesses facing ageing infrastructure, what do we do? How do you help them remove those roadblocks? Obviously time is of the essence right. So from a competitive perspective, what more do some of those conversations look and sound like >>they're one? Get the obstacles out of the way. In other words, if you think this is about building more data centres to have more VPN, traffic and things like that, that's not what it's all about. This is about finding solutions that provide scalability within the organisation and it's going to maintain scalability. Keep in mind, we're running to work force. People are going to work independently. They're gonna exist on their own infrastructure. They're going to have their own data which is personalised to them. They're gonna basically interact with other employees and other co workers in different, more collaborative ways. Hopefully. So the idea being that we're trying to get everything back centralised again is crazy. We need to figure out ways in which we can diversify the workforce, diversify that kind of technology we're using and leverage things that are really kind of on demand and scalable quick thinking about building data centres. >>Okay, so square the circle for me because I totally agree with what you just said. But it seems like a lot of organisations when it comes to data are taking that approach like Okay, let's centralise all the data so we can make it more manageable and more efficient to manage. Yet we talk about edge. Data is distributed by its very nature. So help me understand that Yin and Yang. >>I think it's partially we get into, obviously, the governance and the data governance and sort of all of the regulator in compliance aspects of that part of it is also emerging technologies. It's the area that's probably the least mature. We spend a lot of time figuring around how to have operational toolsets around multi cloud. Then we figured about how to have applications traverse multi cloud. Now we're moving on to the real crux of the problem and especially as translate edge start to take hold. We're generating large volumes of data is being generated at the edge. It's being generated in the in the core, and that ability to look at things holistically is going to become increasingly important. It's an area of focus for obviously us at Dell Technologies. It's where we're investing heavily and from an R and D standpoint. It's where the marketplace is going to evolve. But it's still in an early stage of maturity and being able to look at that holistically, >>so not necessarily shove it all into a single data store but enable it to be distributed and managed and and governor who should own the data life cycle. Should it be somebody in the business? Should it be somebody in I t. Should it be a data >>group? >>It's >>now. There is a long How long have we got? Well, I mean, you must have these discussions. We absolutely do, but sort of being serious about it. I think the important point is the people who ultimately are the ones who are who are responsible for getting value from that data is where it should resign. So because of the people who have the greatest insight and understanding of how of how to really get value from it, because ultimately we want to pivot from having a data conversation to how do we generate information and actionable information? It's not a data problem in and of itself, it's it's This is a business intelligence. How do we get value from this and that the best place for the data to live is the people who are going to be able to make the most of that. So >>Deloitte's gonna be having these conversations all the time with your customers. But this is, uh, an organisational discussion, isn't it? >>It's also a functional discussion. You have to remember that there's two tiers there. There's the people who own the data tier but don't necessarily want to administer the data so they know what the data is, What it does, they control how it's changed. They control how it's monitored, and we have multiple people that are distributed all over the company that do that. And then there's the people that actually run the control plane, and we get to distribute a data we're having to get to a common control plane that goes across the various databases, which is able to make the changes to the metadata and changes to the technical geeky stuff we have to do to keep data running. And so it's okay to have that. It's okay to have non technical and technical users who still maintain ownership of the data, and they work together in kind of a devops situation to make sure that we're maintaining the data to the needs of the business, and we have the business owners in there to tell us what that is. And we have the data administrators and that would actually make the changes. >>So the technology is, uh, an implementation detail in that model. Um, that's not It's not the tail wagging the dog. It's subservient to the business. Essentially, >>they're working together. And the reality is that the people who have the technical know how and have the business now how are often city in two different organisations that can exist anymore. They need to be maintained. They need to remove the barriers. And I deal with this with my clients all the time. They can't sit in silos. They need to collaborate together to make sure that the systems and the data are going to reflect and to solve the needs of the business. The only way to do that is to have collaboration at that level. >>So Lisa referenced multi cloud by default. You know, Chuck Witton was talking about that on the Cube recently. Uh, so I have often said multi clouds, Really? Multi vendor. It's like, Oh, I woke up. I got all these clouds. Okay, So what are the right strategies for customers? Where are they starting? How are they thinking about it? >>The people who are making the best progress is looking at it holistically. Looking at what does what does God look like? What are the things that are important to us? One of the capabilities were wanting to offer up and going into going into things, worried less about the tech of it. But more about how are we going to do things like accelerate business agility? How are we going to start to empower our lines of business to have first mover advantage? How do we take advantage of all of these disparate capabilities that over time it's going to vary? Who has competitive advantage? You could have one provider comes up with something that's a really compelling use case for what you're looking to do. But so if you've got the ability to be able to consume as a consistent ecosystem, all of those different partners, it's very easy to tap into that quickly and effectively delivering it. If you're trying to build things so that you're only tied into different people in different ways with different operational constructs, that don't really talk very well together. It's going to become very difficult for you to really take the maximum advantage of multi Cloud. So the thing that I would stress is, what are you actually trying to accomplish out of that work from the top down? Think about what good looks like. What are the capabilities that are meaningful and impactful to the business. And then the easiest thing in the world is to figure out which technology choices you have that enable that. But it has to be done through that lens of what is business value look like? And how do we manage that? And maximise that versus making desperate sort of distinct technology choices >>with the focus on business scene, which is absolutely critical. David, What's the GTM like between Dell and Deloitte? How do you when you bring them in? It's >>a perfect relationship. You've got to remember the customers and our clients have to have two things. Number one. They have to have a trusted adviser, and someone can bring to bear risk. Financial financial analysis, the ability to deal with technology, data, security, governance, things like that which are hard problems to solve. But do so in an objective way, making sure we're bringing the right solutions to bear to solve the problems looking after for the client as well as a technology partner that has the breath of everything you see on this floor that we can pick and choose different technologies to bring together to solve their exact needs. So having a partner like Dell is very important because ultimately allows us to pick the right solutions for the customer and bring to bear the exact solutions are going to solve their issues and do so in a way where they're going to be 100% optimised, where the solution that they're running is going to be near 100% optimisation as much as we can, and therefore that's going to value the business. Do you tend >>to these days, uh, to come into an organisation on a more sort of project basis? Or is it more things like we're talking digital transformation or data architecture? And then you figure out okay, where's the priorities? And the spending have to be is a kind of a top down or is it bottom up or a middle out? >>It tends to be a little bit of well, ultimately it ends up being both. So whether the conversation starts at a macro level and it's a more existential, how do we? How do we want to go to market and how do we want to support our business? A lot of conversations start that way. Sometimes it'll be bottom up where it is a specific project. We've got a net new application. We've got to go to market initiative, a new geography, whatever it happens to be. That is sort of what spawns that type of a dialogue. But ultimately, those two things do end up balancing out. Because if you do anything well and the expectation is that we're going to do things well, then it will grow. Or alternatively, if the aspiration is is that you want to do things in the best way possible, it will attract and pull through use cases and projects as and where required anyway. So the two things end up becoming pretty symbiotic, irrespective of whether it started as a top down. Michael meets a customer and sort of starts that way, or it's something from the grassroots up that it's more demand based from a project. >>When you have edged discussions with customers, how much of that is? You know, maybe it's the OT people or the folks out at the edge, and how much is I t involved in those discussions? >>It tends to be so. It's becoming more mainstream that it's a more holistic conversation, so a little bit is always the case. Some of the early conversations tend to be about use cases that are very business century so that you will have conversations with somebody who imagine somebody doing payments of distributed payments in financial services or something like that. And it's all about mobile banking and proximity and things. So you tend to talk to people about well, what are the potential use cases? How do you monetise some of those things? And then you talk to end up in a technology conversation or some could be potentially. Somebody says, Well, look, we've got the Capital Markets group want to do something, or the consumer banks want to go do something that's eccentric. How would we go about doing that from the organisation? We're now getting to a much greater degree of maturity with a lot of customers where it is a collaborative where you've got the person who owns the business problem or the business opportunity, plus the technology group. And it's a collaborative around. Well, what does the technology solution need to be able to offer up and deliver? And if we can do those things, how would we then go and leverage that technology and the most effective way to drive those types of business outcomes? We're talking about seeing >>a similar >>patterns. Yeah, I'm seeing very similar patterns. Ultimately, this is about tactical technology that has a strategic purpose. And you gotta remember we've had edge in one way, shape or form around for the last 30 years. We just haven't done it very well. And the thing is, we're starting to move a lot of these processes and a lot of these data collections, a lot of these analytics and a lot of knowledge engines, you know, out to the edge of the networks. And by doing so, that creates a strategic opportunity for folks in the organisations to figure out how that's going to work for them. And so it isn't necessarily a geeky conversation that we're having it strategically. We're looking to expand the way in which we're doing compute and doing data storage. It has these opportunities within the industry you're in. We're going to build this technology to make it happen. And that goes to both sides, people who do the implementation boards of directors and CEOs. But >>you can kick out if you have to, >>but they've all got to be there. And that collaboration seems like it's absolutely foundational to overall projects being successful. Guys, thank you so much for joining David me on the programme today. Talking about Dylan deployed better together and all the opportunities that there are to unlock the value and multi cloud. We appreciate your insights. >>Thanks for having us our >>pleasure. Thanks for our guests and a volonte. I'm Lisa Martin coming to you live from Las Vegas. Day two of our coverage of Dell Technologies World stick around. We'll be right back with our next guest. >>Thanks. >>Mm. Mhm. Mhm.
SUMMARY :
as et cetera, the last day and a half. Thank you for having us. What does that mean to you? It's a complex distributed system that basically is invasive to what we do within the enterprise. How are they managing that approach? And the reality is, it's a more holistic approach that needs to be taken. What is the global transformation office? all of those assets and capabilities and map them to the types of outcomes, It's all of the above, I think, as we get as we get through the conversation, massively pivot multiple times right to survive and not to thrive. to have more VPN, traffic and things like that, that's not what it's all about. Okay, so square the circle for me because I totally agree with what you just said. and that ability to look at things holistically is going to become increasingly important. so not necessarily shove it all into a single data store but enable it to be distributed So because of the people who have Deloitte's gonna be having these conversations all the time with your customers. And so it's okay to have that. It's subservient to the business. And the reality is that the people who have the technical know how and Okay, So what are the right strategies for customers? What are the capabilities that are meaningful and impactful to the business. How do you when you bring them in? Financial financial analysis, the ability to deal with technology, data, Or alternatively, if the aspiration is is that you want to do things in the best way Some of the early conversations tend to for folks in the organisations to figure out how that's going to work for them. And that collaboration seems like it's absolutely foundational to I'm Lisa Martin coming to you live from Las Vegas.
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Jeff Clarke, Dell Technologies | Dell Technologies World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>Welcome back to Las Vegas. We're here in the Venetian convention center. My name is Dave Alan. I'm here with my co-host John fur. You're watching the Cube's live coverage of Dell tech world 2022. Great crowd. I would say 7,000, maybe even 8,000 people. When you add in all the peripheral attendees, Jeff Clark is here. He's the vice chairman and co-chief operating officer of Dell technologies. Great to see you face to face, man. >>Hey guys. Good to see you again. Awesome. >>So really enjoyed your keynote this morning. You were pumped up, uh, I thought the, the presentations and the demos were crisp. So congratulations. Thank you. How you feeling? >>Doing a great job? How am I feeling? Uh, well, one relieved. If you know me well enough, I'm an engineer by heart. So trade the anxiety to do that is, uh, and build up is quite draining, but having it done, I feel pretty good now, but I feel good about what we discussed. Uh, it was a fun day to be able to talk to real customers and partners face to face like we're doing here and showcasing what we've been doing. I must admit that was a little bit of fun. Yeah. >>Well, we're chilling on the cube. Uh, we're laid back as you know. Um, what was your favorite moment? Cause you got a lot of highlights. The snowflake deal. We love been talking about it all, all show. Um, the, the, I IP of Dell with software define was pretty cool. Lot of great stuff. What's what >>Some cool laptop stuff too. That was interesting. You know, I don't have to. Where's the, where's the share button. >>We have a discord server now and all 18,000 people want to know. >>You're asking me to pick a monks, my should, which I like the most. >>How big is your monitor on your desk? >>Uh, I have a 49 on one side and a 42 on the other side. That's what both you guys need >><laugh> productivity, da >><laugh> well, in the world of zoom, it was incre incredibly productive to have that surface area in front of you. So, which of my announcements was my favorite, I think from a raw technology point of view, showcasing Dell, thinking about what we've done in a very differentiated way. It's hard not to say the power flex >>Engagement. Oh, look at that. Look, I wrote just, just wrote down power flex. Yep. Right. >><laugh> okay. Think about it. Softer defined. We, the leader and softer defined, uh, infrastructure that can be, think of it as independently, independent ability to scale compute from storage so we can linear scale and those no bounds, unlimited IO performance. The ability to put file block support, hyper hypervisors and bare metal all on a single platform. And then we made a, a bunch of other improvements around it. It's truly an area where we a leader we're differentiated in our core IP matters >>And that's Dell IP, Dell technology top >>The bottom. >>Okay, cool. >>So from a pure technical point of view, it's probably my favorite. What's not liked about PowerMax, the most mission critical, the most secure high end storage system in the world. And we made it better. We made it more secure. We put an isolated vault in it. We added some, uh, multifactor authentication. We improved the architecture for twice the performance, 50% better response time, blah, blah, blah, blah, blah. Yes, pretty cool. <laugh> and then you gotta put a notebook in front of everybody where you think about in this modern workplace. And what we've learned is hybrid users. What software that we've embedded into that latitude 93 30 was pretty interesting. I thought. And then if I pull day one into the conversation, sort of the direction of where we're going of, multi-cloud the role of multi-cloud and our ability to be sort at the center of our customers multi-cloud world. I loved how Chuck described moving from multi-cloud by default to multi cloud, by design, and then the subsequent architecture that we put behind it. And then probably cherry on the old cake was the snowflake announcement that got a lot of people excited about bringing a really differentiated view of cloud based analytics down on our object storage. I know that was more than one, but I can't help. >>I like the cherry on top >>You've um, said a number of times, I think the 85% of your engineers are software engineers. You talked about, is that the right number, roughly? Yes, sir. And, and so, uh, you talked also about 500 new features today and, and every time you're talking about those features, I inferred anyway, it was part of the OS. A lot of it anyway, a lot of software does hardware still matter? And if so, why? >>Of course hardware still >>Matter. Explain why. >>Well, last time I checked doesn't the software stuff work on the hardware. Exactly. Doesn't the software things make hardware calls to exploit the capability we built into the software. Of course it does says it absolutely does matter, but I think what we're trying to describe or to get across today is we're moving up the stack, we're adding more value. Basically our customers are dragging us into a broader set of problems and software is increasingly the answer to that running on the best hardware, the best infrastructure, being able to build the right software abstraction to hook into either data frameworks, like a snowflake, being able to present our storage assets of software in the pub book cloud, ultimately the ability to pull them and think of it as a pool of storage for developers to make developers lives easier. Yeah. That's where we're going >>And, and is accurate in your view, you're going up to stack more software content and there's value. That's also flowing into Silicon, whether it's accelerators or Nicks and things like that, is that a right way to think about what's happening in hardware and software. We, >>You and I have had a number of conversations, David, the evolution of the architecture, where we're going from a general purpose CPU based thing to now specialty processors, whether that be a smart Nick purpose, built accelerators. If we leaped all the way out to quantum, really purpose built accelerators for a specific algorithm, there's certainly specialization going on. And as that happens, more software and software defined is necessary to knit together. And we have to be the person that does that. Mm-hmm <affirmative> yeah. >>Talk about how the software defined piece makes the innovation happen on the hardware. Is it, is it the relationship that it's decoupled or you guys are just building design Silicon to make the software better? Cuz that interplay is a design, uh, is designed in, right? >>Uh, I, I think it's a little bit of both clearly being able to exploit the underlying hardware features and capabilities in your software in a differentiated way is important. Something we've excelled at for many, many years, but then the ability to abstract. If you think about some of the things that we talk about as a data fabric or a data plane and a data plane working across different architectures, that's an abstracted piece of software that ultimately leads to a very different and that's where we're driving towards >>What's different now. And what's similar now from the past, I was just on a, a panel. I talking about space, Cal poly and California space symposium and this hardware and space and it's, software's driving everything you can't do break, fix and space. It's talk about the edge. You can't talk about. You can't do break hard to do break, fix and space. So you gotta rely on software in the supply chain. Big part of the design as software becomes more prevalent with open source and et cetera, that innovation equation is designed in. What's your, what's your thoughts on that? >>Help me understand John, what more of this specific of what you're looking for, where do you want to dive into >>The, as Silicon becomes more of a more efficient, what does that do for the software in things like edge, for instance, as the boxes move out and the, the devices move to the home, they gotta be faster, more intelligent, more secure. Uh, Michael says it's a, it's a compute tower now 5g for instance. >>Yeah. Uh, maybe another way to look at it. We've been in the industry a little while for the longest time hardware capabilities were always ahead of software. We built great hardware. We let software catch up. What's changed certainly in this time. And as we look going forward is the software capabilities are now ahead of those very hardware capabilities in bringing it. And to me, that's a, it's a very fundamental change. Certainly in my 35 years of doing this, that's very different. And if you believe that continues, which I do, particularly as we face increasingly more difficult challenges to continue with Moore's law, how do we continue to build out the transistor density? We've all benefited from for four, five decades now, softer innovation is going to lead, which is what we tried to hint at today. And I think that's the future. That's where you're gonna see us continue to drive and think about how we talk about, uh, technology today. I know Dave and I had this conversation not too long ago, whether it's infrastructure is code, who would've thought of that idea a decade ago. <laugh> uh, if we think about, uh, data as code we were talking about before we got on air, what data on code data's little bits, one's in zero stored in Silicon, you store >>It, <laugh> you move it >>Around now. So it, it opens the door or the door to, I think innovation done differently and perhaps even done it more scale as if we abstract it correctly. >>Yeah. And might led a good point on when he was on about all the good benefits that come from that in the customer and in society. And I guess the next question with the customer side, it take your, if the, if the flip, if the script is flipping, which I believe that it is, I agree with you. How does the customers deal with the innovation strategy? Because now they wanna take advantage of the new innovation, but what problems and opportunities are they facing? That's different now than say a decade ago, if you're in it or you're trying to create a great group within your CISO organization. I mean, there are problems now that we didn't see before. What do you, how do you see that? >>Well, I, I, I think the, the biggest change would be again, if you look and reflect on our careers, it was sort of in the business, it played a role. It was often put off to the corner, just make the place sort of work. And today, and I think the pandemic has the pandemic and global health crisis accelerated this technology is now part of people's business and you can't compete without technology. And in fact, we saw it during the early days of the pandemic, those CU customers that were further along on their digital transformation, generally weathered the storm in their sector better than those who were behind. >>Yeah, >>Absolutely. What does that tell us technology was an enabler. Technology helped them, whether the storm prepared them, made them more competitive. So now I think I don't meet many CIO and CEOs who don't have the conversation about their business model and technology being symbiotic, that they're integrated, that they can't do one without the other. That's a very different mindset than when we grew up in this industry where this stuff was. So now you take that as a basis. We got data everywhere. Most of the data's gonna come out of the data, not in the data center's gonna be created outside of the data center. The attack surface has grown disproportionately >>People, people sharing data, too, their data with other data, very much so generating >>Data in places. Sometimes they don't know where it is and hope to get it back. So the role to be able to protect that estate, if you will, to be able to protect the information, which increasingly data is companies fuel, but makes 'em go, how do you protect it? How do you ultimately analyze it? How do you provide them the insights to ultimately run and drive their business? That's the opportunity. >>So we are in the same wavelength with Powerflex and, and I'm a little concerned about confirmation bias, but, but I, I wanna say this, I really like the way your Dell's language and yours specifically has evolved. You talk about abstraction layers, hiding that underlying complexity, building value on top of the hyperscalers on prem connecting sore, we call it super cloud. You guys call it multi-cloud. We saw two examples of that today, project Alpine and the snowflake is early examples. Uh, I'm trying to gauge how real this is. We think it's real. Uh, we talked to customers who clearly say, this is what they want. Um, I wonder if you could add a little detail to that, some color on your thoughts on, on how real this is, how it will evolve over time. >>Well, from our, from our seat and the way that I, that, that I see it in driving our underlying product development, roadmaps, people want to drag into conversation about public and private and this, and what have you. And, and that's not how customers work today. Uh, customers really have got to this point where they want to use the best capabilities regardless of where they lie. And if that's keeping mission critical data on premise taking advantage of analytic tools in the cloud, doing some test dev in the public cloud, moving out to edge, they want to be able to do that reasonably quickly and not. We were talking about this before we got on the air in an easy fashion. It can't be complex. Yeah. So how do you actually knit this together in a way that is not complex and enables customers? That's what I think customers want. So you think about our multi-cloud vision. It's about building an ecosystem across all of the public clouds, which we've made announcement and announcement to do that. Well, >>You said earlier default versus by design, which referencing to the multi-cloud. But I think the design is the key word here. The design is a system architecture you're talking about. You said also technology and business models are tied together and enable or that's. If you believe that, then you have to believe that it's a business operating system that they want, they wanna leverage whatever they can. And at the end of the day, they have to differentiate what they do >>Well, that that's exactly right. If I take that in what, what Dave was saying. And, and, and I summarize it the following way. If we can take these cloud assets in Cape capabilities, combine them in an orchestrated way to delivery, distributed platform, game over, >>Tell us we gotta wrap, which bummed me out because I, we had so much, we haven't covered. We haven't talked about 5g. We really haven't hit on apex. Uh, what else is exciting? You something, you know, let's let's in the last minute or so, let's do a wrap. >>We just, >>I know we just got started. We had >>A schedule, >>Two guys, the boss, this >>Is great. We wanna go the next, >>Not when it comes to the schedule, just laid >>Out the, just laid out the checkmate move right there. You know, um, >>Look, what I get excited about, uh, >>Edge to me is a domain that we're gonna see in this part of our careers have the same level of innovation and discovery that we just saw in the early part of our careers and probably times 10 or times a hundred. And I, and I think about the world we live in and matching up what's happening in this digitization of our world and everything, having a sensor in it, collecting data everywhere on everything, and then being able to synthesize it in a way that we can derive reasonable insight from to be able to make real time decisions from whether that be in healthcare, a smart city, a factory of the transportation area, our own website of how the traffic comes in and how we present our offers more effectively to what you want, which are different than what Dave wants. The possibilities are unlimited and, or on the half of the first ending, if you like baseball, analogies, absolutely. And a long way to go and a tremendous amount of innovation that'll happen here. I get excited about that place. Now. It's not gonna happen overnight every once say, oh, we're smoking edge. Wasn't at IOT, stop putting a timeframe on it. Yeah. Know, the foundation is built to be able to develop, evolve and innovate from here. Like I've never seen. >>And the playbook to get back to your game overcome is whoever can simplify the comp and reduce the complexity and make things simpler and easier. That's, I mean, that's kind of the formula for success basically. I mean, it sounds kind of easy, right? Like >>Spot on, >>Just do it, but what, but that's hard. >>Remember it's hard and being able to build data centers and, and millions of places. So for example, what we'll leave in a little 5g, you think about all of the public cloud data centers today. I think there's roughly 600 locations. You've got 7 million cell towers. Yeah. 7 million cell towers gonna >>Be like how reach right there. >>Data center at the edge of the network. Yeah. As we just aggregate the telecom infrastructure. Sure. From a monolithic big black box into a disaggregated standards based architecture with virtualization and containerization in it. >>I mean, outta compute, I love the whole Metro operating model there, like having that data center at that edge, all that wire wireless coming in. >>I >>Agree. Pretty impressive. Powering the Teslas and all the cars out there sending telematics to, uh, people's phones. And >>Let's wait to next wearables >>Here >>To, I was gonna say next Dell technology world choose to have some fun. <laugh> >>Jeff Clark. Thanks so much for coming to the cube. You're awesome guest and, uh, congratulations on all the success and really appreciate your time. Yeah. Thanks for >>Having me. Thanks for kind words. >>All right. Thank you for watching. This is Dave for John furrier, Dell tech world 2022 live. We'll be right back. You're watching the cube. >>That was great. Mean you great riff.
SUMMARY :
Great to see you face to Good to see you again. the presentations and the demos were crisp. and partners face to face like we're doing here and showcasing what we've been doing. Uh, we're laid back as you know. You know, I don't have to. Uh, I have a 49 on one side and a 42 on the other side. It's hard not to say the Look, I wrote just, just wrote down power flex. independent ability to scale compute from storage so we can linear scale and those no bounds, sort of the direction of where we're going of, multi-cloud the role of You talked about, is that the right number, roughly? is increasingly the answer to that running on the best hardware, the best infrastructure, And, and is accurate in your view, you're going up to stack more software content and there's You and I have had a number of conversations, David, the evolution of the architecture, where we're going from a general purpose CPU is it the relationship that it's decoupled or you guys are just building design Silicon to Uh, I, I think it's a little bit of both clearly being able to exploit the underlying Big part of the design as software becomes more prevalent with open source and et cetera, the devices move to the home, they gotta be faster, more intelligent, more secure. And if you believe that continues, which I do, So it, it opens the door or the door to, I think innovation And I guess the next question with the customer side, it take your, if the, And in fact, we saw it during the early days of the pandemic, Most of the data's gonna come out of the data, not in the data center's gonna be created outside of So the role to be able So we are in the same wavelength with Powerflex and, and I'm a little concerned about confirmation bias, It's about building an ecosystem across all of the public clouds, which we've And at the end of the day, they have to differentiate what they do And, and, and I summarize it the following You something, you know, let's let's in the last minute or so, let's do a wrap. I know we just got started. We wanna go the next, You know, um, or on the half of the first ending, if you like baseball, analogies, absolutely. And the playbook to get back to your game overcome is whoever can simplify the comp and reduce the complexity So for example, what we'll leave in a little 5g, you think about all of the public cloud Data center at the edge of the network. I mean, outta compute, I love the whole Metro operating model there, like having that data center at that edge, Powering the Teslas and all the cars out there sending telematics to, To, I was gonna say next Dell technology world choose to have some fun. Thanks so much for coming to the cube. Thanks for kind words. Thank you for watching. Mean you great riff.
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Chuck Whitten, Dell Technologies | Dell Technologies World 2022
>> Announcer: theCUBE presents Dell Technologies World brought to you by Dell. >> Welcome back to Dell Tech World 2022. You're watching theCUBE. My name is Dave Vellante, I'm here with my co-host John Furrier, live event, I would say seven to eight thousand people, really exceeded our expectations. And we're here with Chuck Whitten, who is the co chief operating officer and chief dot connector, I sometimes call him, at Dell Technologies. Chuck, welcome to theCUBE. >> I am thrilled to be here. How great is it to be, you know, back in Las Vegas, seven to eight thousand people here, talking innovation. It's great. >> Yeah, it's like Jeff said this morning, I'm not really thrilled to be in Vegas maybe, but I'm happy to be back live, so yeah. >> It's great to be here. >> Awesome. Okay, the operative phrase is multicloud by default, that's kind of the buzz from your keynote. What do you mean by that? >> Well, look, customers have woken up with multiple clouds you know, multiple public clouds, on-premises clouds, increasingly as the edge becomes much more a reality for a customer, clouds at the edge. And so that's what we mean by multicloud by default. It's not yet been designed strategically. I think our argument yesterday was it can be and it should be, it is a very logical place for architecture to land because ultimately customers want the innovation across all of the hyper scale public clouds. They will see workloads and use cases where they want to maintain an on-premises cloud. On-premises clouds are not going away, I mentioned edge cloud, so it should be strategic. It's just not today. It doesn't work particularly well today, so when we say multicloud by default, we mean that's the state of the world today. Our goal is to bring multicloud by design, as you heard. >> Yeah. I mean, I totally agree with you a hundred percent. We all know multicloud exists. It's by default, it's not going away. It's only going to get more complicated. What are you guys seeing in terms of the customer needs as this becomes more of the strategy plus operations, I want to operationalize multicloud as an abstraction layer, how do you guys see the customer requirements? What problems are they trying to solve? >> Well, look, multicloud by default today are isolated clouds. They don't work together. Your data is siloed. It's locked up and it is expensive to move and make sense of it. So, you know, I think the word you and I were batting around before, this is an interconnected tissue. That's what the world needs. They need the clouds to work together as a single platform. That's the problem that we're trying to solve. And you saw it in some of our announcements here that we are starting to make steps on that journey to make multicloud work together much simpler. >> It's interesting. You mentioned the hyperscalers and all that CapEx investments. Why wouldn't you want to take advantage of a cloud and build on the CapEx and then ultimately have the solutions, machine learning is one area, you see some specialization with the clouds, but you start to see the rise of super clouds, Dave calls them, and that's where you can innovate on a cloud. Then go to the multiple clouds, Snowflake's one, we see a lot of examples of super clouds. >> Project Alpine was another one. I mean, it's early, but it's clearly where you're going. The technology is just starting to come around. I mean, it's real. >> Yeah. I mean, why wouldn't you want to take advantage of all of the cloud innovation out there? Well, the answer would be, I don't want to do that if I'm going to feel locked up, if it's going to be too expensive. So again, I think Project Alpine's a perfect example of a step on that journey. If you can create a common storage pool, a fabric if you will, that allows you to choose how, where you're going to process your data and store it. And more importantly, give your teams the same M and O tools, the same skillsets, the ability to operate on-premises or in the public clouds. You know, I think ultimately the theme of the last couple days in multicloud for us has been customer choice. We want to give them the choice to operate, how they want to, so they can take advantage of all those cloud services. >> Real quick. Where does that innovation go from that Alpine Project? Because that's software defined, and I believe that's all your IP to all Dell technologies IP. >> It is, yeah. >> So that factors in, so is that going to make the hardware more innovative? Is it going to be more application specific? Where do you see that going? >> Well, look, our, you know, putting our file block and object storage into the public clouds just gives them choice on taking advantage of enterprise class storage software. You know, you saw in our announcements today, we're not stopping the innovation in our core arrays and hardware. And in fact, the theme today was software innovation. I think we announced five hundred different software updates across power flex, power max and power store. So look, we're going to continue to innovate across the storage portfolio. Now we're giving customers the choice. Hey, you want it in the public cloud? That's what Project Alpine will let you do. >> Michael had a smile on a, I won't say a spring in his step, because he was sitting in that chair, but he was smiling about the market share numbers on that, so pretty impressive. You guys got a good commanding lean there. The super cloud thing, back to that concept, Snowflake is we consider super cloud. They took their IP, put it on a hyperscaler, differentiated themselves, have great value and scale and they're running away with it. It looks like at this point, I mean, you've got data breaks, and you've got Redshift in there and other stuff, but as a concept that's working, and now they're on multiple clouds. How do you see that super cloud connecting with Snowflake, because you guys are building a little Snowflake connected. It's one of the big announcements here is Snowflake and Dell. >> Yeah. >> So can you talk about that? >> It was probably the one that got the most excitement from customers in the last day. And so look, you said it well, Snowflake, you know, one of the most exciting companies in the data space right now, and a vision from that company to say, hey, let's make the consumption of data as simple as cloud operating models have made the consumption of infrastructure. Well we share that vision and love that vision but we're each coming at it from different parts of the stack, right? So we're coming at it from storage up to data, they're coming data management down to data. It's a perfect match of our capabilities. So that, the announcements we made in our partnership, we're going to start with two use cases that our customers have been asking for. You know, the first is the ability to buy directionally copy data from our storage to Snowflake's data cloud. That's exciting, but the more exciting one that created the buzz is, if you don't want to move your data to the public cloud, Snowflake only operates in the public cloud today, we're now giving the opportunity to access their data services on-premises. And that's the excitement from customers that have said, hey, look, I want to take advantage of Snowflake's capabilities, but for regulatory or security reasons, I'm not doing that today. This is a groundbreaker. >> Well, it's the interesting thing, because, you know, as many people know, Snowflake requires you to put their data in their cloud, in Snowflake format, this is the first example of non-native data being accessed into the Snowflake cloud. >> Exactly right, exactly right. So, you know, again for customers that say, I just can't do it, I cannot move my data, now they have the option. It's the first time Snowflake has collaborated with an on-premises infrastructure player. >> How'd that deal come about? >> Well, it started as all great deals in our business do, Michael, to the top. So it was a, you know, and then it's been our teams working together closely, always, you know alongside our customers, because that customer feedback of I want to take advantage of Snowflake's capabilities, you know, it's been, we've been incubating it for a few months now and it was great to bring it out on stage yesterday. >> I mean, it makes a lot of sense. You connected dots so to speak. When you look at what Michael was saying, these compute hubs, towers for 5G to >> Yep. >> Small edges and big edges and data centers all coming together, really key value parts of how data's going to be moving around, it's not just storage, it's data as code. It's a big part of >> Incredible, yeah. I mean, look, this is, that was the, the start of the theme yesterday. Look, the great unsolved problems in infrastructure right now is data is everywhere. It's sprawling. It is less secure than we would like. Help, and help me make sense of multicloud. >> I'd love to get your reaction real quick while I got you up here, because data science is a well known practice. >> Yeah. >> There's been the rise of a hot persona, that seems to be, you know, growing in numbers, but it's a scarce skill that's data engineering. Because the data's not just doing visualizations, there's a lot of architectural work being done to solve that strategy problem. What's your reaction to this new data engineering at the scale that we're talking about? >> Yeah, I mean, it's a space I'm just learning about to be honest with you, data engineering, but look, part of what we observe is, it takes a lot of calories from organizations to get data in a place where you can make sense of it and make decisions. And whether that's data scientists spending too much time cleaning or the advent, as you said, of data engineering to create the architectures, to help make that decision. Look, there's a lot of work that goes into that. It would be great over time to automate that. I think that's also the next great stuff on the journey. >> You know, Chuck, when I did the intro, I really didn't set it up that well, because you know people, oh, hey, here's the new guy, but you have a lot of experience with Dell. You've been a consultant to the company for a long, long time. Tell us a little bit about that. I'm interested in what you see as your greatest strengths that you bring to Dell. >> Yeah, well, as you said, look, I am the new guy-ish, I think it's been eight months. I don't know how long I can continue to use that as the excuse, but I had worked with Dell for over a decade as a consultant previously at Bain Company. So, you know, look, my background is as a strategist and I did lots of work in sort of M and A and private acuity, and so that's my background, I'm your sort of classic MBA, whose spent a decade in technology and a decade alongside Jeff Clark and Michael in the transformation of the company. So I hope I bring the right sort of outsider's but insider's perspective to, you know, to the party, if you will. But you know, I've certainly learned a lot in the last eight months, as you get alongside and inside the machine at Dell. >> So irrespective of the financial magic. >> I think I know what question he's going to ask. >> Irrespective of the financial magic that Dell did with the VMware skin, as a consultant, one could have gone through a mental exercise of saying, hey, what about, you know, spinning it in, because you got this great software asset. Everybody wants software marginal economics. Okay, the decision was made and now we're onto the future. That obviously has an impact on margins and gross margins and everything else. So, I guess as a consultant, you turn that into opportunity. >> Yeah. >> Right. So where is that opportunity? How do you feel about, how do you think about, that really hardware, heavy hardware exposure, and where you want to go in the future? >> Well, look, I think we, that's what we've been been talking about the last couple of days. So, you know, the VMware spinoff was a moment in which the world looked at us and I think asked the question, you did, you know, what are you, right? Are you a legacy hardware company or where you're going? But the reality of the world is, it's a multicloud world, so we are, it was a signal also to the world that we're not a VMware stack competing against other cloud stacks. We are first and best with VMware. They are still our most strategic partner, but we work with all the hyperscalers and it's a big world that is becoming multicloud. So strategically speaking as that becomes the reality of infrastructure and importantly as data explodes at the edge, you know, we're perfectly positioned as a company. That's the strategy, we like to say these trends are coming our way. It's never been a better time, honestly, to be the leader in infrastructure, and the leader in client devices, all the way to sort of the core data center in the cloud. >> How do you think about, you have quite an observation space, as you know, a long time, you know, Bain consultant. How do you think about the skillsets required to make that transition? >> Yeah, absolutely. Well look, we think a lot about it, right? Because certainly we have a lot of the native skills we need to win in the data era as the leader in storage and the leader in infrastructure, you know, we secure more mission critical workloads than anybody. We know a lot about data, but what we're talking about now is not just persisting data. It's about protecting data. It's about moving data, right? And those are different skill sets that we're sort of acquiring and always looking at our teams to think about and look, you know, we can do a lot of that organically. We are also always, you know, contemplating the right strategic M and A at the right time to sort of add to that talent and technology. >> You got the balance sheet for it now, so. >> We do indeed. We do indeed. >> We get the M and A question in there, but my question to you is, as you look at these systems, because we've always said in theCUBE, many times, distributed computing is back. >> Yeah. >> It never went away. Cloud is just a version of that with on-premises and edge. It's an operating system. It's got all the IO, it's got the control plane, it's the internet, right? And so as you look at that, there's a system and with the scale of cloud, ecosystems are emerging and they're super important because if you're plugging and playing solutions, you've got glue layers, you've got automations coming, AI machine learning, the partners aren't just totally dependent on each other, the interdependencies go away. So, as you see partners that could be LEGO blocks, and be composed into these large scale solutions that you guys are rolling out, what is the role of the ecosystem? What does the future ecosystem look like? How do you tell if it's healthy, and take us through that new formula, because we see it changing. >> Well, look, I, you know, we've been very explicit in our strategy, that partnerships have to be a part of our strategy. We can't solve all of the problems of the data in multicloud world alone. And when you see announcements like Snowflake, or you see us announce, continued collaborations with each of the hyperscalers, or even how we continue to invest in and double down on our VMware relationship, it's an acknowledgement that, to solve the problems that our customers are telling us, this super cloud you're describing, this integrated multicloud journey, you know, we're going to solve a lot of it ourselves, but a lot of it we're going to have to partner with. It's just got to be part and parcel of any good strategy. Luckily we're a natural ecosystem partner. As I said, we are not another cloud stack looking to build a walled garden, right. We know our spot in this game and it is to make multicloud simpler across the infrastructure layer. >> Somebody asked me, is Snowflake a part of Dell's ecosystem, or is Dell part of Snowflake's ecosystem? I said, yes. Right, because that's a perfect example. >> I think that's exactly right. These only work, and we've learned this with VMware, when it's mutually beneficial to both sides. So you look at the use cases we're talking about with Snowflake, right? Bio directionally copy data from our storage to their data cloud. That's beneficial to Snowflake and our customers. And of course bringing data cloud on-premises is beneficial to us, so look, there's more win-wins when you stare at these partnerships, than there are zero. >> I think that's a key point from even a decade ago, the platform wars were well identified, viewer platform. They competed against each other. You got now platforms with platforms because of the synergies of the integration. This is new, this is a new dynamic. >> It's the great world of tech, it's cooperation and it's, you know, there's certainly places where we compete sometimes, but other places that we, you know, we cooperate. And so, yeah, we're excited about our position in this multicloud ecosystem. We think we positioned the company perfectly. >> How do you spend your time? >> As a COO? >> Just at Dell? I mean, you know, give us the sort of breakdown. >> Yeah, well look, I mean, I think that what makes it fun is no two days are alike, but, right? But together, Jeff Clark and I share a responsibility for setting strategy with Michael and then aligning the leadership team on our strategic priorities. And you know, in the world we live in, there's days you wake up and today is supply chain day, because something has happened in the world, but you know, often it's with customers or investors, so it's a true COO general manager job. And I would tell you, no two days are the same. >> Strategy, solving problems, keeping things moving. >> Leading the team, setting a vision, and listening to customers. I mean, at the end of the day, we talk a lot about our durable, competitive advantages as a company. I think our single greatest competitive advantage is our go to market reach. And the fact that we touch more customers and partners than anyone in technology. And that gives us a inside track on what they're worried about, what they're thinking about and how we can help. >> It's interesting, you mentioned how earlier, how things come back around on cycles and we're seeing hardware matter more than everything, in fact, we're doing a editorial thing on why hardware matters. Look at the advances in Silicon. >> Yeah. >> And smaller footprint of powerful devices compute, about towers and edges. And so the role of hardware, I think they got the software defined software and the role of open source in all of this, it's almost a perfect storm to kind of reset this, none of the trajectory of growth, where hardware innovations working with the new software. >> For sure, for sure. >> Can you react to that? >> No, I think it's spot on. I think the future of architectural innovation is really exciting, when you look at what CPUs and GPUS and DPUS, and all it's able to do in the future of infrastructure and eventually the ability to compose your infrastructure to the workload versus, you know, have it be rigid and silent. I mean, there's as much innovation inside the infrastructure as there is in the ecosystem. And, you know, that's exciting for our customers, right? It's going to make them more efficient. It's going to make them able to make decisions with data better than they are today. It's great to be in our space for sure. >> It's great to have you on. Now, you're a CUBE alumni. >> All right, well, I've watched from afar and admired, and it was really painless. So thank you. >> Thanks so much for coming on. >> Thanks for having me. >> Keep it right there, everybody, Dave Vellante and John Furrier will be back right after this short break, you're watching theCUBE at Dell Tech World 2022. (upbeat music)
SUMMARY :
brought to you by Dell. to eight thousand people, How great is it to be, you but I'm happy to be back live, so yeah. that's kind of the buzz from your keynote. of the world today. with you a hundred percent. They need the clouds to work and that's where you starting to come around. the ability to operate and I believe that's all your IP Well, look, our, you know, It's one of the big announcements here is that got the most excitement because, you know, as many people know, So, you know, again So it was a, you know, When you look at what Michael was saying, data's going to be moving around, the start of the theme yesterday. while I got you up here, that seems to be, you the advent, as you said, that you bring to Dell. to the party, if you will. question he's going to ask. Irrespective of the financial magic and where you want to go in the future? and the leader in client devices, as you know, a long time, and the leader in infrastructure, You got the balance We do indeed. but my question to you is, And so as you look at and it is to make multicloud simpler I said, yes. So you look at the use because of the synergies it's cooperation and it's, you know, I mean, you know, give And you know, in the world we live in, keeping things moving. I mean, at the end of It's interesting, you and the role of open and eventually the ability to It's great to have you on. and admired, and it was really painless. Dave Vellante and John
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Day 2 Kick Off | Dell Technologies World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>Good morning. Welcome to day two of the cube at Dell technologies world live from the Venetian in Las Vegas. Lisa Martin, with John farrier, Dave Nicholson guys, a lot of momentum yesterday. The vibe was amazing. We're think there's about 8,000 people here and spends yesterday a lot going on with multi-cloud with partners, with customers, John, we got Michael Dell coming on in just about 15, 20 minutes. >>Yep. The keynotes getting out, people are starting to come in. You can see them, uh, flowing through the hallway. Michael Dell will be on about 15 minutes and we're gonna ask him every year when they have the cube here, we're gonna have room with questions around digital transformation. Security is the hot thing. Obviously here, data and what's up with Dell. So we'll see what, what he is gonna say. >>We had some really good interviews yesterday. We, we had customers on, we had partners and the, the overall sentiment was people are very excited about, I mean, the momentum that Dell is coming off of from F Y 22 of first time hitting north of a, of a hundred billion or in the company's history, the partner ecosystem expanding what their acknowledgement multi-cloud is here. Yeah. The, the vibe was good. The, the partners are excited. Lot of opportunity. Yeah. >>I mean, I think the big thing story here this year is that, you know, VMware's not part of Dell technologies world, although there is some stuff kind of connecting together in terms of ownership, but it's still now on its own. So that's, that's a key, um, development that's happened since we were last here in person, but the digital transformation train continues to go down the tracks and it's getting better and better and better. And for, in terms of what is happening, but there's still more complexity at the edge. That's something that's important and security more than ever is important on a global stage. But also the cyber attacks are going up. Ransomware is, has essentially I'm so standard. Everyone needs a, a solution. So everyone's pivoting to endpoint protection, zero, zero trust. And, um, ransomware has been, you see the storage vendors go that way. So that's a big trend. Uh, a lot of people go in there and they need it too. Cuz ransomware is very dangerous. So, and then obviously cyber all over the world is, is a huge, so, you know, Dell plays a role in that. They have a lot of gear and, and I think the edge is developing nicely. >>Yeah. You talk about ransomware. I was reading some stats recently that there's one attack, every 11 seconds that organizations now it's not a matter of, are we gonna get hit it's when yeah. And I think I wrote a stat the other day that said 75% of organizations will be hit by at least one cyber attack by 2025, which is around the corner. So security is that board level, front and center conversation. Yeah. And we saw a lot of that with what they were announcing just yesterday alone. >>Yeah. And to me, the cybersecurity issue is just also a political one. Uh, the adversaries can play with open source and the threats are real. The threat vectors are increasing and there's no perimeter as everyone knows that in security and you start to see data being protected. So now you've got data protection is that's big for Dell. You know, they have a huge footprint of disaster recovery and data protection. And so that becomes a really key point for protecting the data in flight, uh, data. Engineering's a hot trend. So data as code has become huge. You're seeing that in, in all the digital applications, the role of data is becoming more and more. >>Absolutely. We talked a lot Dave about edge yesterday and especially, particularly in retail and a lot of the massive transformation and the pressure that retail is under, you know, us consumers, we bring this, we want the online experience in the connected store. And so they talked a lot about what they're doing with respect to edge at the retail yesterday and in financial services. Really interesting. What are some of your thoughts on the direction that Dell's going? >>So I've been, I've been taking a little bit of a different angle on this since I've been here prowling around looking under the covers to get an understanding of the advances in hardware that are driving the top line value per opposition. So here it's appropriate to talk about things like retail at the edge and the experience that that delivers to an end user customer Dell is still doing, however, the really hard work of optimizing systems on the back end, the stuff that a lot of people would say they don't care about. The idea is Dell makes sure that this development that happens so people at the edge don't have to care about it. So, so that's the thing that I find fascinating being a kind of an old school hardware guy myself, is that all these really cool things aren't getting talked about because we don't need to talk about them because Dell has it handled. So whether it's whether it's retail, uh, whether it's, uh, uh, advances insecurity, uh, they're all driven by highly optimized and tuned hardware. You mentioned partners, um, partnerships that Dell has behind the scenes are critical to all of that. >>I mean, I think the big thing about Dell too, is they have a co here. Um, they have Chuck Whitten, a co chief operating officer, uh, Jeff Clark, uh, Chuck Whitten's new, uh, came from BAE and you got two do Cocos. Right? Right. So you got a fledging company Dell's growing. And, and the big question is M and a right. Dave and I were talking about that last night with a bunch of folks in the, in the hallway about who does Dell buy? Do they need to buy anyone? Right? And again, uh, hardware is back. I mean, you look at what we talked about yesterday. And our wrap up day one was essentially, hardware's becoming more important. And even at Amazon reinvent, when we recovering that show role of Silicon plays a huge role. Now they run hardware in the cloud. So, um, we all know hardware, just servers, somewhere in the cloud there. So I think hardware is gonna be huge David, because, you know, edge needs more smaller, faster, cheaper Bob access to colo, uh, Equinox was on yesterday. Um, you're seeing like 5g edges deploying. So I think hardware is gonna matter. I think you'll see the home become much more device centric, smarter devices. So smart city, smart homes, hardware matters more than ever. >>Yeah. Yeah. Well, and, and from an acquisition perspective who, who knows maybe Dell would acquire VMware <laugh> crazier things have happened >>Or VMware could acquire Dell >>Or yeah. Crazier things have happened. >>They would argue that one. <laugh> >>So, so the hardware hardware's back back again. It makes me think of that M and M song slim, shady. You think we need to do some sort of parody on that <laugh> together, but what does that mean for, for the partner community? There are over 200,000 partners. We talk about Barun GSI data center, the hyperscalers, that partner. >>Yeah. I mean, I mean, the partner story is I think more important than ever. And you seeing more ecosystems develop around companies that you wouldn't think have ecosystems that's because with cloud and now the cloud operating model, which is on-premise and edge, you can do piece parts of solutions and, and the glue layers, the abstraction layers in software at scale are now available. So it's easier for customers to buy point solutions or platforms and put them together. Bet it more than every the headless retail, as an example, uh, a trend that's happening. You're seeing, look at, look at, uh, in the, in the, uh, consumer market, ghost kitchens, ghost retail. So you're starting to see delivery. And so at the consumerization of it is happening. You're gonna see more and more customs applications that are taking advantage of stacks that are configured either on the fly or, you know, most multiple partners. So I think you're gonna see, you know, the big players like AWS, uh, uh, Microsoft, Dell have real big ecosystem players and that's gonna be a huge trend continuing. >>So today Michael Dell is coming on in just minutes. Chuck Whitten is also on Jeff Clark. What are some of the things that you really want to dig into with these guys, John? Well, >>The big thing I want to ask him is how they're stress, energy, and operations fit into how their customers are consuming. Uh, Dell's got a huge customer base. I wanna find out how their, how their solutions are being operationalized by the customers. And that's gonna be coming, poking at the cloud a little bit and see how real that's going. Apex has been very popular. The security story. I also wanna ask about the changing workforce because the it departments of the old those folks are aging out. So a new generation of it is coming together. And I think those folks want things easy, push button, easy button dashboards. They've never, maybe not even racked the server before. So completely different new generation. When I see how that impacts the, uh, how they make products, >>Good point. We saw some of that in, you know, this morning they were showing some of the gaming, um, opportunities, Dave and I were in there this morning and what they're doing for that, and the gamers are all very excited about that. But the connected home was something that they were talking about. >>Yeah. Yeah. Who knew you could make a, uh, you know, a track pad on a laptop, more exciting. <laugh> it's, I mean, it's brilliant, right? They, you know, controls for, uh, you know, for, uh, home video conferencing built in, um, it, it just shows that again, kind of at that hardware level where people think, ah, it doesn't matter. No, there's a lot of room for innovation there. And back to the discussion of around partners, um, much like the big cloud players depend upon systems integrators out in the marketplace in order to deliver these solutions to end user kind customers. The channel's gonna be incredibly important. And I know that Dell is putting a lot of effort behind that right now. That's pretty clear. Yep. >>Yeah. We've seen lot of that. So exciting stuff today. I mentioned the three guys, three only of the many folks that are coming on the show today. We've got Allison Dew tomorrow, some other happy hitters guys looking forward to great day two full coverage. Stay with us. We've got a lot of content coming at you from the cube live from the show floor of Dell technologies, world 2022 from the Venetian in Las Vegas, stick around Michael Dell will be up next with John and Dave.
SUMMARY :
the Venetian in Las Vegas. Security is the hot thing. The, the vibe was good. I mean, I think the big thing story here this year is that, you know, VMware's not part of Dell technologies world, And I think I wrote a stat the other day that said 75% of organizations will be hit by at And so that becomes a really key point for protecting the data in a lot of the massive transformation and the pressure that retail is under, you know, us consumers, retail at the edge and the experience that that delivers to an end user customer Dell So I think hardware is gonna be huge David, because, you know, <laugh> crazier things have happened Crazier things have happened. They would argue that one. So, so the hardware hardware's back back again. are configured either on the fly or, you know, most multiple partners. What are some of the things that you really want to dig into with these guys, John? And that's gonna be coming, poking at the cloud a little bit and see how real that's going. We saw some of that in, you know, this morning they were showing some of the gaming, um, And I know that Dell is putting a lot of effort behind that right now. folks that are coming on the show today.
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Steve Kenniston, The Storage Alchemist & Tony Bryston, Town of Gilbert | Dell Technologies World 202
>>The cube presents, Dell technologies world brought to you by Dell. >>Welcome back to Dell technologies, world 2022. We're live in Vegas. Very happy to be here. Uh, this is the cubes multi-year coverage. This is year 13 for covering either, you know, EMC world or, uh, Dell world. And now of course, Dell tech world. My name is Dave Volante and I'm here with longtime Cub alum cube guest, Steve Kenon, the storage Alchemist, who's, uh, Beckett, Dell, uh, and his data protection role. And Tony Bryson is the chief information security officer of the town of Gilbert town in Arizona. Most, most towns don't have a CISO, but Tony, we're a thrilled, you're here to tell us that story. How did you become a CISO and how does the town of Gilbert have a CISO? >>Well, thank you for having me here. Uh, believe it or not. The town of Gilbert is actually the fourth largest municipality in Arizona. We serve as 281,000 citizens. So it's a fairly large enterprise. We're a billion dollar enterprise. And it got to the point where the, uh, cybersecurity concerns were at such a point that they elected to bring in their first chief information security officer. And I managed to, uh, be the lucky gentleman that got that particular position. >>That's awesome. And there's a, is there a CIO as well? Are you guys peers? Do you, how what's the reporting structure look like? >>We have a chief technology officer. Okay. I report through his office mm-hmm <affirmative> and then he reports, uh, directly to the town executive. >>So you guys talk a lot, you I'm sure you present a lot to the, to the board or wherever the governance structure is. Yeah, >>We do. I, I do quarterly report outs to the, I report through to the town council. Uh, let them know exactly what our cyber security posture is like, the type of threats that we're facing. As a matter of fact, I have to do one when I return to, uh, Gilbert from this particular conference. So really looking forward to that one, cuz this is an interesting time to be in cyber security. >>So obviously a sea. So Steve is gonna say, cyber's the number one priority, but I would say the CTO is gonna say the, say the same thing I would say the board is gonna say the same thing. I would also say Steve, that, uh, cyber and cyber resilience is probably the number one topic here at the show. When you walk around and you see the cyber demonstrations, the security demonstrations, they're packed, it's kind of your focus. Um, it's a good call. >>Yeah. <laugh> I'm the luckiest guy in storage, right? <laugh> um, yeah, there hasn't I in the last 24 months, I don't think that there's been a, a meeting that I've been to with a customer, no matter who's in the room where, uh, cyber resiliency, cybersecurity hasn't come up. I mean, it is, it is one of the hot topics in last night. I mean, Michael was just here. Uh, Michael Dell was just here last night. He came into the showroom floor, he came back, he took a look at what we were offering for cyber capabilities and was impressed. And, and so, so that's really good. >>Yeah. So I noticed, you know, when I talked to a lot of CIOs in particular, they would tell me that the pre pandemic, their cyber resiliency was very Dr. Focused, right. They really, it really wasn't an organizational resilience. It was a, if there's an oh crap moment, they could get it back in theory. And they sort of rethought that. Do you see you that amongst your peers, Tony? >>I think so. I think that people are quickly starting to understand that you just can't focus on, in, on protecting yourself from something that you think may never happen. The reality is that you're likely to see some type of cyber event, so you better be prepared for it. And you protect yourself against that. So plan for resiliency plan with making sure that you have the right people in place that can take that challenge on, because it's not a matter of if it's a matter of when >>I would imagine. Well, Steve, you and I have talked about this, that, you know, the data protection business used to be, we used to call it backup in recovery and security, which is a whole different animal, but they're really starting to come together. It's kind of an Adjay. I, I know you've got this, uh, Maverick report that, that you want to talk about. What, what is that as a new Gartner research? I, I'm not familiar with it. >>Yeah. So it's some very interesting Gartner research and what I think, and I'd be curious to, Tony's take on, especially after that last question is, you know, a lot of people are, are spending a lot of money to keep the bad actors out. Right. And Gardner's philosophy on this whole, um, it's, it's, you're going to get hacked. So embrace the breach, that's their report. Right. So what they're suggesting is you're spending a lot of money, but, but we're witnessing a lot of attacks still coming in. Are you prepared to recover that when it happens? Right. And so their philosophy is it's time to start thinking about the recovery aspects of, you know, if, if they're gonna get through, how do you handle that? Right. >>Well, so you got announcements this week, big one of the big four, I guess, or big five cyber recovery vault. It's been, you're enhancing that you guys are talking things like, you know, air gaps and so forth. Give us the overview of the news there. >>Yeah. So there's, uh, cyber recovery vault for AWS for the cloud. There is, uh, a lot of stuff we're doing with, uh, cyber recovery vault for, uh, Aw, uh, Azure also, right along with the cyber sense technology, which is the technology that scans the data. Once it comes in from the backup to ensure that it clean and can be recovered and you can feel confident that your recoveries look good, right? So now, now you can do that OnPrem, or you can do it through a colo. You can do it with in the cloud, or you can, uh, ask Dell technologies with our apex business services to help provide cyber recovery services wherever for you at your co at yet OnPrem or for you from the cloud. So it's kind of giving the customer, allowing them to keep that freedom of choice of how they want to operate, but provide them those same recovery capabilities. >>So Tony, give us paint us a picture without giving away too much for the bad guys. How, how you approach this, maybe are you using some of these products? What's your sort of infrastructure look like? >>Yeah. Without giving away the state secrets, um, we are heavily invested in the cyber recovery vault and cyber sense. Uh, it plays heavily in our strategy. We wanna make sure we have a safe Harbor for our data. And that's something that, that the Dell power protect cyber recovery vault provides to us. Uh, we're exceptionally excited about the, the development that's going on, especially with apex. We're looking at that, and that has really captured our imagination. It could be a game changer for us as a town because we're, we're a small organization transitioning to a midsize organization and what apex provides and what the Dell cyber recovery vault provides to us. Putting those two together gives us the elasticity we need as a small organization to expand quickly and deal with our internal data concerns. >>So cyber recovery as a service is what you're interested in. Let me ask you a question. Are you interested in a managed service or are you interested in managing it yourself? >>That's a great question, personally. I would prefer that we went with managed services. I think that from a manager's perspective, you get a bigger bang for the buck going with managed services. You have people that work with that technology all the time. You don't have to ramp people up and develop that expertise in house. You also then have that peace of mind that you have more people that are doing the services and it acts as a force multiplier for you. So from a dollar and cents perspective, it's the way that you want to go. When I start talking to my internal people, of course, there's that, that sense of fear that comes with the unknown and especially outsourcing that type of critical infrastructure, the there's some concern there, but I think that with education, with exposure, to some of the things that we get from the managed service, it makes sense for everybody to go that >>Route and, and you can, I presume sort of POC it and then expand it and then get more comfortable with it and then say, okay, when it's hardened and ready now, this is the, the Def facto standard across the organization. >>I suspect we'll end up in a hybrid environment to begin with where we'll some assets on site, and then we'll have some assets in the cloud. And that's again, where apex will be that, that big linchpin for us and really make it all work. How >>Important are air gaps? >>Oh, they're incredibly, incredibly, uh, needed right now. You cannot have true data of security without having an air gap. A lot of the ransomware that we see moves laterally through your organization. So if you have, uh, all your data backed up in the same data center that your, your backups and your primary data sources are in odds are they're all gonna get owned at the same time. So having that air gap solution in there is critical to having the peace of mind that allows the CISO to sleep at night. >>I always tell my crypto and NFT readers, this doesn't apply to data centers. You gotta air back air, air gap, your crypto, you know, when you're NFT. So how do you guys Steve deal with, with air gap? Can you explain the solutions? >>So in the, in the cyber recovery vault itself, it is driven through, uh, you've got one, uh, power protect, uh, appliance on one, one side in your data center, and then wherever your, your, your vaulted area is, whether it be a colo, whether it be on pre wherever it might be. Uh, we create a connection between between the two that is one directional, right? So we send the data to that vault. We call it the vault and, you know, we replicate a copy of your backup data. Once it lives over there, we make a copy of that data. And then what we do is with the cyber sense technology that Tony was talking about, we scan that data and we validate it against, with a whole cyber sense is built on IML machine learning. We look at a couple hundred different kind of profiles that come through and compare it to the, to the day before as backup and the day before that and understand kind of what's changing. >>And is it changing the right way? Right? Like there might be some reasons it it's supposed to change that way. Right. But things that look anomalous, we send up a warning when we let the people know that, you know, whoever's monitoring, something's going on. You might want to take a look. And then based on that, if there's whatever's happening in the environment, we have the ability to then recover that data back to the, to the original system. You can use the vault as a, as a clean room area, if you want to send people to it, depending on kind of what's going on in, in, in your main data center. So there's a lot of things we do to protect that. Do >>You recommend, like changing the timing of when you take, you know, snapshots or you do the same time every day, it's gotta create different patterns or >>I'll tell you that's, that's one thing to keep the, keep the hackers on their tow, right? It it's tough to do operationally, right? Because you kind that's processes. But, but the reality is if you really are that, uh, concerned about attacks, that makes a lot of sense, >>Tony, what's the CISOs number one challenge today? >>Uh, I, it has to be resilience. It has to be making sure your organization that if or when they get hit, that you're able to pick the pieces back up and get the operation back up as quickly and efficiently as possible. Making sure that the, the mission critical data is immediately, uh, recoverable and be able to be put back into play. >>And, and what's the biggest challenge or best practice in terms of doing that? Obviously the technology, the people, the process >>Right now, I would probably say it's it's people, uh, we're going through the, the, um, a period of, of uncertainty in the marketplace when it comes to trying to find people. So it is difficult to find the right people to do certain things, which is why managed services is so important to an organization of our size and, and what we're trying to do, where we are, are incorporating such big ideas. We need those manager services because we just can't find the bodies that can do some of this work. >>You got an interesting background, you a PhD in psychology, you're an educator, you're a golf pro and you're a CISO. I I've never met anybody like you, Tony <laugh>. So, thanks for coming on, Steve, give you the last word. >>Well, I think I, I think one of the things that Tony said, and I wanted to parlay this a little bit, uh, from that Gartner report, I even talked about people is so critical when it comes to cyber resiliency and that sort of thing. And one of the things I talked about in that embraced the breach report is as you're looking to hire staff for your environment, right, you wanna, you know, a lot of people might shy away from hiring that CSO that got fired because they had a cyber event. Right, right. Oh, maybe they didn't do their job. But the reality is, is those folks, because this is very new. I mean, of course we've been talking about cyber for a couple of years, but, but getting that experience under your belt and understanding what happens in the event. I mean, there are a lot of companies that run things like cyber ranges, resiliency, ranges to put people through the paces of, Hey, this is what have happens when an event happens and are you prepared to respond? I think there's a big set of learning lessons that happens when you go through one of those events and it helps kind of educate the people about what's needed. >>It's a great point. Failure used to mean fire right in this industry. And, and today it's different. The adversary is very well armed and quite capable and motivated that learning even during, even when you fail, can be applied to succeed in the future or not fail, I guess there's no such thing as success in your business. Guys. Thanks so much for coming on the cube. Really appreciate your time. Thank you. Thanks very >>Much. >>All right. And thank you for watching the cubes coverage of Dell tech world 2022. This is Dave Valenti. We'll be back with John furrier, Lisa Martin and David Nicholson. Two days of wall to wall coverage left. Keep it with us.
SUMMARY :
This is year 13 for covering either, you know, EMC world or, uh, Dell world. Well, thank you for having me here. Are you guys peers? I report through his office mm-hmm <affirmative> and then he reports, So you guys talk a lot, you I'm sure you present a lot to the, to the board or wherever the governance structure is. As a matter of fact, I have to do one when I return to, uh, So Steve is gonna say, cyber's the number one priority, I mean, it is, it is one of the hot topics in last night. Do you see you that amongst your peers, Tony? I think that people are quickly starting to understand that you just can't focus Well, Steve, you and I have talked about this, that, you know, the data protection business used to be, especially after that last question is, you know, a lot of people are, are spending a lot of things like, you know, air gaps and so forth. So it's kind of giving the customer, allowing them to keep that freedom of How, how you approach this, that the Dell power protect cyber recovery vault provides to us. Are you interested in a managed service or are you interested in it's the way that you want to go. Route and, and you can, I presume sort of POC it and then expand it and then get more comfortable I suspect we'll end up in a hybrid environment to begin with where we'll some assets on So if you have, uh, all your data backed up in the same data center that your, So how do you guys Steve deal with, with air gap? you know, we replicate a copy of your backup data. if you want to send people to it, depending on kind of what's going on in, in, in your main data center. But, but the reality is if you really are that, uh, concerned about attacks, Uh, I, it has to be resilience. the right people to do certain things, which is why managed services is so important to an organization You got an interesting background, you a PhD in psychology, you're an educator, I think there's a big set of learning lessons that happens when you go through one of those events that learning even during, even when you fail, can be applied to succeed in the And thank you for watching the cubes coverage of Dell tech world 2022.
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Michael Dell, Dell Technologies | Dell Technologies World 2022
>>The cube presents, Dell technologies world brought to you by Dell. >>Hello. Welcome to the cube here at Dell tech world. I'm John furry host of the cube with Dave Alon here with Michael Dell, the CEO of Dell technologies cube alumni comes on every year. We have the cube here. It's been two years. Michael, welcome to the cube. Get to see you. >>Hey, John, Dave, great to be with you guys. Thanks for being here. Wonderful to be back here in Vegas with >>You. Well, great to be in person two years ago, we had the cue with the pandemic a lot's happened. We were talking end to end solutions here at Dell tech world in person two years ago, pandemic hits. Thank God you had all that supply for the, for the people having the remote remote end to work now back in person. What's it look like now with, with Dell tech end to end, the edge is important. What's the story, >>You know, edge is, is the physical world. And if you, if you step back from clouds and, you know, multi-cloud, you sort of think about what is the purpose of a cloud or a data center? Well, it's to take data out of the physical world and move it to this place, to somehow enhance it or do something with it and create business value and hopefully create better outcomes. Well, it turns out that, you know, increasingly a lot of that data is gonna stay in the physical world and all of those nodes are gonna be connected. They're gonna be intelligent and we're seeing it in manufacturing and retail and healthcare, transportation, logistics. We're seeing this rapidly intelligent edge being formed. And then of course, with the new networks, the 5g we're seeing, you know, all, all this develop. And so here on the show floor, we're showing a lot of those solutions, but our customers are, are highly engaged. And certainly we think that's a, a big, a big growth factor for the next decade. >>And it's been ING to watch the transformation of the it world and cloudification and the as service, uh, consumption model, which you guys are putting out there has been very successful, but cloud operations is more prominent now on premises and edge and cloud. So the combination of cloud on-premise and edge hardware matters more now than ever before Silicon advances, um, abstraction layers from modern cloud native applications are what people are focused on. What's the story that you cite to the CIOs saying, we're here to help you with that new architecture cloud multi-cloud on premise and edge. What's the main story for you guys with the customers? >>Well, you know, customers want to go faster, right? And they want to accelerate their transformation. And so they wanna shift more resources over to developers, to applications, to access their data, to create competitive advantage. And so we talk a lot about the value line and what are those things below the value line, where we can provide that as a service on a consumption based model and accelerate their transformation, kind of, you know, do for them what we've done inside our own business. And, you know, it's absolutely resonating. We're seeing great growth there. People continue to, to need the solutions, but as we can automate the management and deployment of infrastructure and make it super easy, it gives them a lot of cycles back. >>You know, Michael, my, the favorite part, my favorite part of your book was you were in, I think you were in his, in his home court, in his dining room at Carl Icahn's house. And you said, well, why don't you just buy the company? And then you'll do what you're doing. I I'll buy it back for cheaper. Now, thankfully, you didn't have to do that. Cuz you had an environment of low interest rates and you obviously took it into the other direction, added tremendous value, 101 billion in revenue last year, 17% revenue growth, which was out astounding. When you think about that, um, now we're entering a new chapter with VMware untethered of course you're the chairman of both companies. So how should we think about the new Dell what's next? >>Well, so look, we, we have some unbelievable core businesses, right? We have our client system business and we've all learned during these last two years, how incredibly important it is to enable and empower your workforce with the right tools in the remote and high hybrid work. And we're showing off all kinds of new innovations here. That's a huge business force continues to grow, continues to be super important. Then we have our ISG, the cloud data center, the network of the future, the edge, you know, the, the sort of epicenter of where we're embracing, consumption based business models. That's absolutely huge. Then we have these new, new businesses that we're building with telco with edge, put it all together. It's a 1.3 trillion Tam that we operate in, as you said, more than a hundred billion dollars last year. So there's plenty of room for us to continue to grow and, and expand. And you know, as we make this shift to outcomes, it's obviously more valuable for customers and that, you know, increases our opportunity, increases the, the value we can create for all our stakeholders. >>And number one, number one, share in PCs, by the way, congratulations, again, hit that milestone. All of our gamer, uh, fans in our discord want to know what's the hottest chips coming. What's the fastest machines. What, how's the monitors coming? They want faster, cheaper. What's the coolest, uh, monitors out there right now and, and machines. >>Well, uh, you know, what what's, what's amazing is the, the pace of innovation continues to improve. So whether it's in the GPU, the CPU, the, the resolution, I I'm pretty partial to our 41, uh, display 11 million pixels of fun. And look, I mean, we, we it's, it's, it's clear that people are more productive when they have large screens and all the performance is enabling photo realistic, uh, you know, uh, gaming and photo realistic, everything. And these are immersive experiences. And, you know, again, uh, what companies have figured out to bring it back to, to, to a little bit of business here, John, is that when you, uh, give people the right tools, they're more productive, they're more engaged and look, people are smart. They know what tools are available. And, you know, uh, the thing that actually is most representative of how a person thinks about the tools they have at their organization is actually the thing that's right in front of 'em. And so, you know, this ability for us to provide a pool set of solutions for organizations to keep their workforce productive, to run their applications and infrastructure securely anywhere they want. That's, that's a winning proposition. >>Michael trust was a big theme of your keynote yesterday. And when you acquired EMC and got VMware, it really changed the dynamic with regard to your ability to, into new parts of organizations. You became a much more strategic supplier. I, I would argue. And now with VMware as a separate company, do you feel like you have built up over the, you know, five or whatever years that muscle memory you kinda earn that trust. So how do you see the customer relationship with that regard to that integration that they, they loved the eco. So system competitors might not have loved it so much, but the customers really did love. In fact, the, the U S a, a gentleman yesterday kind of mentioned that, how do you see it? >>You know, customers, uh, are not as interested in the balance sheet and what you know, where different holdings are, what they, they want things to work together, right? And they want partnerships in ecosystems. And certainly, you know, with VMware, even before the combination, we had a powerful partnership. It obviously solidified in a super special way. And now we have this first and best relationship and I've remained the chairman of VMware and super excited about their future. But our ecosystem is incredibly broad. And you see that here in this show floor, and again, making things work together better and more effectively building these engineered solutions that allow people to very quickly deploy the kind of capabilities they want, whether it's, you know, snowflake now working with the on premise and the edge data and more of these, you know, multi-cloud, uh, eco of systems that are being built. It's not gonna be just one company >>You called the edge a couple years ago. You're really prominent in your, in your speeches. And your keynotes data also is a big theme. You mentioned data now, data engineering seems to be the hottest track of, of, of students graduating with data engineering skills, not data science, data engineering, large scale data as code concepts. So what's your vision now with data, how's that fitting into the solutions and the role of data, obviously data protection with cybersecurity data as code is becoming really part of that next big thing. >>Yeah. I mean, if, if you look at anything that is interesting in the world today, uh, at the center of it is data, right? Whether it's the blockchain or the defi or the AI drug discovery, or the autonomous vehicles or whatever you wanna do, there's data in, in, in the middle of that. And of course with that data, well, you've gotta manage it. You, you need compute engines, right? You need to be able to protect it, secure it. And, you know, that's kind of what we do, and we're not going to create all those solutions, but we are gonna be an enabling layer to allow that data to be accessed no matter, you know, where, where it is. And, and, and of course, you know, leading in storage continues to be a super important part of our business. Number one, larger than number two than number three, number four, combined, and, and most of number five as well, and, and growing share. And, and you saw today, the software defined innovations, allowing that, you know, data layer to exist across the edge, the colos, the OnPrem, and the public clouds >>Throughout a stat yesterday. I can't remember if it was a keynote of the analyst round table, but it was 9 million cell towers. And if I heard, right, you kinda look at those as potential data centers talk about that's >>Right. It it's actually 7 million, but, but probably will be 9 million and not, not too long, I don't have the update, but so yeah, the public clouds all together is about 600 data centers. They're about 7 million cellular base stations in the world. Every single one of those is becoming a, you know, multi access, edge compute node. And what are they putting in there? They're putting many data centers of compute and GPS and storage. And, you know, 5g is not about, uh, connecting people that was 4g and before 5g is about connecting things. And there are way more things than there are people, right? And, uh, you know, this, this, this edge is, is rapidly developing. You'll also have private 5g and you'll have, you know, again, embedded intelligence I believe is gonna be in everything this next decade is going to be about that intelligent, connected future, taking that data, turning it into useful outsides in insights and outcomes. And, you know, lots of new businesses will be existing. Businesses will be transformed and also disrupted. >>Yeah. I mean, I think that's so right on and not to pat ourselves on the back day, but we called that edge distributed computing a couple years ago on the cube. And that's, what's turning into the home with COVID you saw that become a workplace, basically compute center, these compute nodes, tying it together as we, what everyone's talking about right now. So as customers say, okay, I want to keep my operations steady, steady, and secure. How do I glue it together? How do I bring these compute node together? That seems to be the top question on, on top of people's minds. And they want it to be cloud native, which means they want it to run cloud-like and they want to connect these compute node together. That's a big discussion point. What's your view on, >>Well, you know, if you, if you sort of have a, a cloud here, a cloud there cloud everywhere, and you, you know, have lots of different Kubernetes frameworks, uh, and you've got, you know, everything is, is spread out, it's a disaster, right? And, and, and it's, it's a, it's a, it's a real challenge to manage all that. So what people are trying to do is create ruthless standardization. It's like, how do you drive cost out and get speed? It's ruthless standardization create consistent environments where you can operate the across all the different domains that, that you want. And so, uh, you know, this is what we're bringing together in, in, in the capabilities that we're delivering. >>And that chaos is great opportunity for you. Um, how are you feeling about VMware these days, new team, uh, give us the update there. >>Yeah. The team is doing well. You know, I think the tons message is resonating. You know, people want Kubernetes and, and, and container based apps, for sure. That's the main, you know, growth in, in, in, in, in new, in new workloads. Uh, but they also want it to work with what they have. Yeah. And they don't want it to be locked into one particular infrastructure. So software finding everything, making it run in all the public clouds, you know, we've had a great success with VxRail, you know, that, that absolutely continues. We have, uh, 200,000 plus nodes, 15,000 customers and growing, we have edge satellite nodes and we continue to work together in SD wan in software defined networking in VMware cloud foundation, uh, you know, expressed, uh, in, in, in all locations. >>You know, one of the things that we've been seeing with the trend towards, um, future of work, which is a big theme, here is a lot of managed services are popping up where the complexity is so ha high that customers want to manage services. Uh, and also the workforce of it's kind of changing. You got a younger generation coming in, how do you see that future of the workforce? The next level? It's not gonna be like, yesterday's it, it's gonna be distributed computing dashboard based. And then you've got these managed services, you know, need to have the training and expertise maybe to run something at scale. How do, how do you see that connecting? Cuz that seems to be another big trend people are talking about, Hey, it's complex someone manage it for me. And I want ease of views. I want the easy button in it. >>Yeah. Well we we've all been at this a while. So we can remember, you know, the beginnings of converged infrastructure and then hyperconverged, which wasn't that long go. And now we have consumption based business models. These are all along the trajectory of the easy button that you're talking about and customers really thinking about the value line, where are the things that really differentiate and add value for their business. And it's not below the value line in those infrastructure areas are creating that easy button with appliances, with consumption based models and allowing them to deploy the scarce resources. They have to the things that really drive their unique differe. And you know, if you look at our managed services flex on demand, all the sort of ancestors and predecessors of apex, those have been great businesses for us. And now with apex, we're kind of industrializing this and, and making it, you know, at scale for all >>Customers, you know, the three of us, we go back, we, we, our first interactions with you separately, we're in the nine. And then we reconnected in the 2012. I think it was Tarkin Mayer had a little breakout session with CIOs. You brought us to early on a Dell tech world in Austin. And of course it was, >>It was just Dell world. Then Dell >>Four, we had Dell tech, you and then EMC world in 2010 was our first cube. And now that's all come together here in Las Vegas. So, you know, it's been great. Uh, the three of us come together and so really appreciate that. Yeah. >>Awesome. Absolutely awesome. >>Well, you know, really appreciate you guys being here, the wonderful work you do in thank you in, you know, bringing out the, the, the stories and, and showing off and helping us show off the innovations that, you know, our team has been working on. You know, during the past year >>It's been great in conversations and, and on a personal note, it's been great to have, uh, chat with all the top people and your company. Appreciate it. Um, someone told me to ask you this question, I want to ask you, you, we've all seen waves of innovation cycles up and down. We're kind of on one. Now you're seeing an inflection point, this next gen, uh, computing and, and web three cultural shit F with workforces and distributed computing decentralization. You mentioned that DFI earlier, how do you see this wave coming? Cause we've seen cycles come and go.com. Bubble kind of looks the same as the web three NFTs and stuff. Now it seems to be Look different, but how do you see this next wave? Cuz looking back on all the other ones that you you have lived through and you rode >>Well. So, you know, the, the way I see it is is, uh, to some extent, these are like foundational layers that have to be built for the next phase to occur. And if you look at the sort of new companies that are being founded today, and we see a lot of those, you, you, you, you see'em, we invest in a bunch of 'em, you know, they're, they're not going and, and kind of redoing the old foundational layers, they're going deeply into vertical businesses and, and disrupting and adding value on top of those. And I think that's, that's really the, the point of, of technology, right? It's enabling human progress us in, in all fields, it's making us healthier. It's making us safer. It's making us more successful in everything that, that we as humans do. And so all these layers of technology are enabling further progress and I think it's absolutely gonna continue. It's all been super exciting. Yeah. You know, so far for the first several decades, but as I, as I believe it, it's, it's just a pre-game show. >>And it's clear your strategy is, is, is really building that foundation of a layer, hardening it, but making it flexible enough, anybody read your book, you're a technology, visionary. A lot of people put you in a, you know, finance bucket, but you can, you can see that you can connect the dots. And that's what you're doing with your foundation of layers. You that's where you're making the bets, isn't it? Uh, you don't can't predict the future. You've said that many times, but you can sort of see where it's going and be prepared for >>It. Well, you, you, you know, you think about any company in, in the industry or any public sector organization, right? Uh, they're, they're, they're wanting to evolve more quickly and transform more quick, more quickly. Right. And we can give them an infrastructure or set of tools, a set of capabilities to help them go faster. >>Yeah. And the other one thing in the eighties, when you started Dell and we were in college, there was no open source really then if look at the growth of open source, talk about those layers, open source, better Silicon GPS, faster, cheap >>More now and now we even have, uh, open source instruction sets for processors. So I mean the whole world's changing. It's exciting. You have people around the world working together. I mean, when you see our development teams, uh, whether they're in Israel or Ireland or Bangalore or Singapore, Hopton Austin, Silicon valley, you know, Taiwan, they're, they're all, they're all collaborating together and, you know, driving, driving innovation and, and, and our business is not that dissimilar from our customers >>Like great to have you in the queue. Great. To have a physical event. People are excited. I'm talking to people, Hey, haven't been back in Vegas in two years. Thanks for having this event. Great to see you. Thanks for coming on the cube. >>Absolutely. Thank you guys. >>Michael Dell here in the cube CEO of Dell technologies. I'm John far, Dave Volante. We'll be right back, more live coverage here at Dell tech world.
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I'm John furry host of the cube with Dave Alon here with Michael Hey, John, Dave, great to be with you guys. Thank God you had all that supply for the, for the people having the remote remote end to work now Well, it turns out that, you know, What's the story that you cite to the CIOs saying, we're here to help you with that new architecture cloud Well, you know, customers want to go faster, right? And you said, well, why don't you just buy the company? And you know, as we make this shift to outcomes, And number one, number one, share in PCs, by the way, congratulations, again, hit that milestone. all the performance is enabling photo realistic, uh, you know, uh, And now with VMware as a separate company, do you feel like you have built up the kind of capabilities they want, whether it's, you know, snowflake now working with the on premise and how's that fitting into the solutions and the role of data, obviously data protection with cybersecurity And, and, and of course, you know, And if I heard, right, you kinda look at those as potential data centers talk about of those is becoming a, you know, multi access, And that's, what's turning into the home with COVID you saw that And so, uh, you know, this is what we're bringing together Um, how are you feeling about VMware these days, everything, making it run in all the public clouds, you know, How do, how do you see that connecting? So we can remember, you know, the beginnings of converged infrastructure Customers, you know, the three of us, we go back, we, we, our first interactions with you separately, It was just Dell world. So, you know, it's been great. Well, you know, really appreciate you guys being here, the wonderful work you do in thank you in, Cuz looking back on all the other ones that you you have And if you look at the sort of new companies that are being founded today, you know, finance bucket, but you can, you can see that you can connect the dots. And we can give them an source really then if look at the growth of open source, talk about those layers, open source, you know, driving, driving innovation and, and, and our business is not that dissimilar from our Like great to have you in the queue. Thank you guys. Michael Dell here in the cube CEO of Dell technologies.
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Tony Bishop, Digital Realty | Dell Technologies World 2022
(upbeat music) >> I'm Dave Nicholson and welcome to Dell Technologies World 2022. I'm delighted to be joined by Tony Bishop. Tony is senior vice president, enterprise strategy at Digital Realty. Tony, welcome to theCUBE. >> Thank you, Dave. Happy to be here. >> So Tony, tell me about your role at Digital Realty and give us a little background on Digital Realty and what you do. >> Absolutely, so my job is to figure out how to make our product and experience relevant for enterprises and partners alike. Digital Realty is probably one of the best kept secrets in the industry. It's the largest provider of multi-tenant data center capacity in the world, over 300 data centers, 50 submetros, 26 countries, six continents. So it's a substantial provider of data center infrastructure capacity to hyperscale clouds to the largest enterprise in the world and everywhere in between. >> So what's the connection with Dell? What are you guys doing with Dell? >> I think it's going to be a marriage made in heaven in terms of the partnership. You think of Dell as the largest leading provider of critical IT infrastructure for companies around the world. They bring expertise in building the most relevant performant efficient infrastructure, combine that with the largest most relevant full spectrum capability provider of data center capacity. And together you create this integrated pre-engineered kind of experience where infrastructure can be delivered on demand, secure and compliant, performant and efficient and really unlock the opportunity that's trapped in the world around data. >> So speaking of data, you have a unique view at Digital Realty because you're seeing things in aggregate, in a way that maybe a single client wouldn't be seeing them. What are some of the trends and important things we need to be aware of as we move forward from a data center, from an IT perspective, frankly. >> Yeah, it's an excellent question. The good part of the vantage point is we see emerging trends as they start to unfold 'cause you have the most unique diverse set of customers coming together and coming together, almost organized like in a community effect because you have them connecting and attaching to each other's infrastructure sharing data. And what we've seen is in explosion in data being created, data being processed, aggregated, stored, and then being enriched. And it's really around that, what we call the data creation life cycle, where what we're seeing is that data then needs to be shared across many different devices, applications, systems, companies, users, and that ends up creating this new type of workflow driven world that's very intelligent and is going to cause a radical explosion in all our eyes of needing more infrastructure and more infrastructure faster and more infrastructure as a service. >> Yeah, when you talk about data and you talk about all of these connectivity points and communication points, talk about how some of those are explained to us. Some of these are outside of your facilities and some of them are within your facilities. In this virtualized abstracted world we live in it's easy to think that everything lives in our endpoint mobile device but talk about how that gravity associated with data affects things moving forward. >> Absolutely, glad you brought up about the mobile device because I think it's probably the easiest thing to attach to, to think about how the mobile device has radically liberated and transformed end users and in versions of mobile devices, even being sensors, not just people on a mobile phone proliferating everywhere. So that proliferation of these endpoints that are accessing and coming over different networks mobile networks, wifi networks, corporate networks, all end up generating data that then needs to be brought together and processed. And what we found is that we've found a study that we've been spending multiple years and multiple millions of dollars building into an index in a tool called the Data Gravity Index where we've been able to quantify not only this data creation life cycle, but how big and how fast and how it creates a gravitational effect because as more data gets shared with more applications, it becomes very localized. And so we've now measured and predicted for 700 mentors around the world where that data gravity effect is occurring and it's affecting every industry, every enterprise, and it's going to fundamentally change how infrastructure needs to be architected because it needs to become data centric. It used to be connectivity centric but with these mobile phones and endpoints going everywhere you have to create a meeting place. And it has to be a meeting place where the data comes together and then systems and services are brought and user traffic comes in and out of. >> So in other words, despite your prowess in this space you guys have yet to solve the speed of light issue and the cost of bandwidth moving between sites. So is it fair to say that in an ideal world you could have dozens of actually different customers, separate entities that are physically living in data center locations that are built and posted and run by Digital Realty, communicating with one another. So when these services are communicating instead of communicating over a hundred miles or a thousand miles, it's like one side of the chicken wire fence to the other, not that you use chicken wire in your data center but you get the point, is that fair. >> It is, it's like the mall analogy, right? You're building these data malls and everybody's bringing their relevant infrastructure and then using private secure connections between each other and then enabling the ability for data to be exchanged, enriched and new business be conducted. So no, physics hasn't been solved, Dave, just to add to that. And what we're finding is it's not just physics. One of the other things that we're continuing to see and hear from customers and that we continue to study as a trend is regulations, compliance and security are becoming as big a factors as physics is. So it's not just physics and cost which I agree with what you're saying but there's also these other dimensions that's in effect in placement, connectivity in the management of data and infrastructure, basically, in all major metros around the world where companies do business and providers support them, or customers come to meet them both physically and digitally. It's an interesting trend, right? I think a number of the industrians call it a digital twin where there's a virtual version and of a digital version and a physical version and that's probably the best way to think of us, is that secure meeting place where each can have their own secure infrastructure of what's being digitized but actually being placed physically. >> Yeah, that's interesting. When you look at this from the Dell, Digital Realty partnership perspective we know here at theCUBE that Dell is trying to make consumption of what they build, very, very simple for end user customers. Removing the complexity of the underlying hardware. There's a saying that the hardware doesn't matter anymore. You hear things referred to as serverless or no code, low code, those sort of abstract away from the reality of what's going on under the covers. But APEX, as an example from Dell allows things to be consumed as operational expense, dramatically simplifying the process of consuming that hardware. Now, if you go down to almost the concrete layer where Digital Realty starts up, you're looking at things like density and square footage and power consumption, right? >> Yep. >> So tell me, you mentioned infrastructure. Tell me about the kind of optimization from a hardware standpoint that you expect to see from Dell. >> Yeah, in the data center, the subset of an industry, they call it digital or mission critical infrastructure, the space, the power, the secure housing, how do you create physical isolation? How do you deal with cooling and containment? How do you deal with different physical loads? 'Cause some of the more dense computers likely working with Dell and some of the various semiconductors that Dell takes and wraps into intelligent compute and storage blocks, the specialized processing for our use cases like artificial intelligence and machine learning, they run very fast, they generate a lot of heat and they consume a lot of power. So that means you have to be very smart about the critical infrastructure and the type of server infrastructure storage coming together where the heat can be quickly removed. The power is obviously distributed to it, so it can run as constant and as fast as possible to unlock insights and processing. And then you also need to be able to deal with things like, hey, the cabling between the server and the storage has to be that when you're running parallel calculations that there's an equal distance between the cabling. Well, if I don't think about how I'm physically bringing the server storage and all of that together and then having space that can accommodate and ensure the equal cabling in the layout, oh and then handle these very heavy physical computers. So that physical load into the floor, it becomes very problematic. So it's hidden, most people don't understand that engineering but that's the partnership that why we're excited about with Dell is you're bringing all that critical expertise of supporting all those various types of use cases of infrastructure combinations and then combining the engineering understanding of how do I build for the right performance, the right density, the right TCO and also do it where physical layout of having things in proximity and in a contiguous space can then be the way to unlock processing of data and connecting to others. >> Yeah, so from an end user perspective, I don't need to care about any of what you just said. All I heard was wawawawawa (chuckles). I will consume my APEX delivered Dell by the drink, as a service, as OPEX, however I want to consume it. But I can rest assured that Digital Realty and Dell are actually taking care of those meaningful things that are happening under the hood. Maybe I'm revealing my long term knuckle dragging hardware guy credentials when I just get that little mentioning. >> (indistinct) you got it, performance secure compliant and I don't need to worry about it. The two of you're taking care of it and you're taking care of it for me. And every major mentor around the world delivered in the experience it needs to be delivered in. >> So from the Digital Realty point of view, what are the things that not necessarily keep you up at night worrying, but sort of wake you up in the morning early with a sense of renewed opportunity when it comes to the data center space, a lot of people would think, well we're in the era of cloud, no one's building any data centers except for monster cloud players. But that's definitely not the case, is it? There's a demand for what you folks are building and delivering. So first, what's the opportunity look like and then what are the constraints that are out there? Is it dirt, is it power? What are the constraints you face? >> We have probably all the above, is the shortest answer, right? So we're not wawawa, right Dave? But what we are is the opportunity is huge because it's not one platform, there's many platforms there isn't one business that exists today that doesn't use many applications, doesn't consume many different services both internally and externally, and doesn't generate a ton of data that they may not even know where it is. So that's the exciting part. And that continues to force a requirement that says I need to be able to connect to all those clouds which you can do at our platform but I also need to be able to put infrastructure or the storage of data next to it and in between it. So it's like an integration approach that says if I think physical first think physical that's within logical proximity to where I have employees, customers, partners, I have business presence. That's what drives us, and in our industry continues to grow both. And we see it in our own business. It's a double digit growth rate for both commercial oriented enterprises and service providers in the telco cloud, or content kind of space. So it's kind of like a best of both worlds. I think that's what gets us excited. If I should take a second part of the question, what ends up boring is like all of us, it is a physical world, physical world start with, do we have enough power? Is it durable, sustainable and secure? Is it available? Do we have the right connectivity options. Keeping things available is a full-time job, making it so that you can accommodate local nuances when you start going in different regions and countries and metros there's a lot of regional policy compliance or market specific needs that have to be factored in. But you're still trying to deliver that consistent physical availability and experience. So it's a good problem to have but it's a critical infrastructure problem that I would put in the same kind of bucket as power companies, energy companies, telecommunication companies, because it's a meeting place for all of that. >> So you've been in this business, not just at Digital Realty but you you've been in this part of the IT world for a while. >> Yeah. >> How has the persona of a customer for a Digital Realty changed over time? Have we seen the kind of consolidation that people would expect in this space in terms of fewer but larger customers coming in and seeking floor space? >> Well, I think it's been the opposite of what probably people predict. And I pause there intentionally being very candid and open. And it's probably why that using data as the proxy to understand, is that it's a many to many world that's only getting bigger, not smaller. As much as companies consolidate, there's more that appear. Innovation is driving new businesses and new industries or the digitization of old industries which is then creating a whole multiplier effect. So what we're seeing is we're actually seeing a rapid uptake in the enterprise side of our business which is why I'm here in driving that. That really was much more nominal five years ago for being the provider of the space and capabilities for telcos and large hyperscalers continues to go because it's not like a once and done, it's I need to do this in many places. I need to continue to bring as there's a push towards the edge, I need to be able to create meeting places for all of it. And so to us, we're seeing a constant growth in more companies becoming customers on the enterprise side more enterprises deploying in more places solving more use cases. And more service providers figuring out new ways to monetize by bringing their infrastructure and making an accessibility to be connected to on our platform. >> So if I'm here hearing you right, you're saying that people who believe that we are maybe a few years away from everything being in a single cloud are completely off base. >> Mmh hmm. >> That is not the direction that we're heading, from your view, right? >> We love our cloud customers, they're going to continue to grow. But it's not all going to one cloud. I think what you would see is, that you would see where a great way to assess that and break it down is enterprise IT, Gartner's Forecast 4.2, four and a half trillion a year in spend, less than a third of that's hitting public cloud. So there's a long tail first of all, it's not going to one cloud of people. There's like seven or eight major players and then you go, okay, well, what do I do if it's not in seven or eight major players? Well, then I need to put it next to it. Oh, that's why we'll go to a Digital Realty. >> Makes a lot of sense. Tony Bishop, Digital Realty. Thanks for joining us on theCUBE. Have a great Dell Technologies World. For me, Dave Nicholson, stay tuned more live coverage from Dell Technologies World 2022 as we resume in just a moment. (soft music)
SUMMARY :
I'm delighted to be joined by Tony Bishop. Happy to be here. and what you do. capacity in the world, I think it's going to be What are some of the and is going to cause a radical and you talk about all of and it's going to fundamentally change and the cost of bandwidth and that's probably the There's a saying that the Tell me about the kind of optimization the storage has to be any of what you just said. and I don't need to worry about it. What are the constraints you face? and service providers in the telco cloud, but you you've been in as the proxy to understand, So if I'm here hearing you right, and then you go, okay, well, what do I do Makes a lot of sense.
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Randy Rowland & Holland Barry, Cyxtera | Dell Technologies World 2022
>>Welcome back to the cubes coverage of Dell tech world 2022. My name is Dave Volante and I'm here in our cube studios in Massachusetts getting ready for the first in person DT w since 2019, you know, Charles Phillips, the CEO of Infor and former Oracle ex once set on the cube friends, don't let friends build data centers anymore. It's just not the best use of capital for most companies, unless you happen to be in the data center business like Sexter organizations wanna make hybrid connections to the cloud. They need a partner that knows how to build and manage world class data centers that are both efficient and resilient. And in this segment, we're gonna talk about the importance of hybrid strategies for organizations, how they're approaching hybrid and why a partner strategy is important to support the next decade of digital transformation initiatives. And with me are Randy Roland. Who's the COO of six Tara and Holland Barry, who is the field CTO for the company. Gentlemen, welcome to the cube. Thanks for coming on. >>Thank you. >>Good to meet her. Thanks for having us. >>Hey, Randy, as a relatively new player, unlike a lot of data center operators, Cera, you're not shackled by decades of technical debt. Tell us more about the company. >>Yeah. So as you, uh, already discussed Ceras a data center company, and we're one of the few that can provide colocation globally. And so that allows our customers to scale, uh, across the globe, as our business scales, we operate in 28 markets. We have over 60 data centers and we continue to add more dots to the map based on customer demand. And the primary way we differentiate is that we've built a true global data center platform. And what do I mean by that is that we have a combination of 2300 customers, uh, enterprises, technology, service providers, government agencies, we're a leader in interconnection. Uh, we have a commitment to carry neutrality and to provide low latency access to all the different cloud platforms. And we've made major investments in developing our own technology in house. And this will come out. As we talk about hybrid cloud is to make our data centers easier to consume. Uh, we live in a cloud first world, and so we've got to be able to be responsive and be able to deliver capacity on demand and to allow our customer members to dynamically connect to each other so they can start to consume these valuable services. And so that's really what we're doing at Cera. >>You know, Randy, just a follow up is because when the cloud first came out, everybody said, oh, companies like, like yours, Dana data center operations are toast. And the exact opposite happened. It was like this rising tide lifted all boats. The, the business is, is booming. It's, uh, it's actually quite room, isn't it? >>Yeah, actually it's a good point. We actually lean into, uh, cloud consumption. I think, uh, if you remember, the cloud operates in four walls. And so when a company, um, actually starts to deploy and leverage more, they need a place to land their digital infrastructure hub, where they can make connections to all the different cloud solutions they're gonna consume. And they're using their own internal resources at the same time. And so the more that we adopt cloud, um, and lean into cloud, the more likely our customer gonna choose us. And back to your opening comment about, uh, the, the quote from the Oracle executive in, in my career, I've been in the data center business for a long time and it, it's definitely a generational thing. We have newer generation of it leaders when they think about their internal data center, their actual internal data center is ours. They're thinking about their own four walls sitting on their own property like they did historically. And so, uh, they view internal data centers as the contracts they have, uh, with six companies like six. >>Excellent. All right, Holland, let's bring you into the conversation. What are you seeing with, with hybrid cloud strategies? You, why are companies choosing hybrid? Give us some color there. >>Yeah, I think, you know, we, as a company sit in an interesting confluence of some workload movements, if you will. Um, so I think there's been, in some cases, an overcorrection in the public cloud, people thought that a cloud first strategy meant that you have to throw everything up in a public cloud. Uh, especially over the last couple years when we had, you know, the surprise of a large remote workforce. And as you mentioned at the top of the call, Dave, we also have folks with the shrinking appetite to own and operate their data centers, right? So the hybrid approach is a, um, a selective methodology to really look at the applications, uh, look at the strengths of each one of those venues, where you can run your applications and workloads, and really choosing the one that uses the strengths. And there's several, uh, drivers behind that. Uh, some of them are cost. Some of them are performance. Some of them might have to do a security or data sovereignty. Um, so you can really match those requirements and those business outcomes that you're looking to achieve, uh, and align them with that platform. That's that's best suited to serve it. >>So you mentioned a few of 'em, but I wanna sort of stay on that for a minute. Is it, is it, you know, egress cost, everybody talks about that, you know, latency proximity to the cloud. I mean, I think there's a lot of times, I think the ideal situation is you put your high performance, you know, transaction low latency stuff in one of your data centers. And, you know, a lot of the data is, is in the cloud that you might need access to. But is there other innovation, you know, talk a little bit more about the drivers that you're seeing with customers? >>Absolutely. We, I think, um, as it relates to data gravity and the potential relation to egress charges, that is a huge, uh, consideration, cuz there's a cost and a performance component to that. If you decide you want to take that data and move somewhere else, if it's in the public cloud, you're gonna pay some, uh, pretty large egres fees, but there's certainly other drivers, um, performance being another big one. Uh, if I've got a, a data lake or, or a big data analytics platform or maybe an AI platform that needs to live close to the data. Um, and especially if those workloads that are associated with crunching, the data are kind of high steady state, maybe even mission critical workloads that is certainly a workload profile. That's better suited to run within our four walls. You can have those CPU or GPU comput nodes sitting right next to those large data sets, operating with each other at land speed. Um, so in terms of the drivers behind, uh, making a, a venue change, if you will, I think cost is one of the biggest ones that we see and, and maybe performance and security following close after. >>So, so how are customers approaching hybrid? Can you paint a picture of kinda what that connection looks like and how, how they, you know, land on their strategies? >>Yeah, absolutely. So they're doing, uh, what I like to call a workload appropriateness, uh, exercise. And as they think about recalibrating where those workloads live, exactly what I said before, they're looking at the strengths of the platform and, uh, lining up those application profiles to live in, in the appropriate place. We have a unique advantage, uh, because of our interconnection profile and our adjacency to public cloud platforms, where if people want to have application tiers that may be sent on both sides of the fence, if you will, uh, we have super, super low latency connections. You can connect, you know, layer two, uh, maybe out to AWS, um, and, you know, have your VPC on one side, have, uh, you know, dedicated single tenant environments on our side and have those applications interact with each other. And then in a super low latency fashion, >>Hey, lemme just ask a follow up question on that. Because I remember the Y2K days, there was a, a lot of activity, a lot of spending and then CIOs wanted to look at their portfolio and, and rationalize that portfolio. When you talk about workload appropriateness, are you seeing a similar application rationalization exercise going on or is it just a Hey can spending, >>Uh, absolutely. We're seeing rationalization and I think what's happening is folks are getting a little more savvy about forecasting, the growth of their application, uh, the growth of the data associated with it, what the cost may be associated with needing to move them around to different venues. Um, and so we're, we're definitely seeing people look at those numbers and make decisions about workload placement based on that analytics and, and kind of knowledge of what it means down the road and also where the data might need to live locally too. We're seeing people, uh, being a little more cognizant geographically around data where it lives and how that relates to where the computer associated with that data is. >>Yeah. Hey Randy, can you tell us a little bit more from a business perspective about the Dell partnership? How did that come about, you know, who does, what, what are the swim lanes overlaps? Maybe you can help us understand that. >>Yeah, so we're very excited about, uh, our Dell partnership, as you can imagine, with as many customers and many data centers, as we've got deployed, we have Dell, uh, located it in a large percentage of our customer environments. And so it's just natural that we work together to figure out how we can continue to meet, uh, our customer's needs. And so the core idea that I'm excited about around Dell is that Dell has an excellent technology platform in all fronts, they've got great compute and storage and all types of software solutions. And what we want to do is help them make their platform more on demand. And so what do I mean by that? If you think about the historical, uh, time, it takes to deploy a traditional colo environment from the time you spec the cage, do you ship the equipment, you install the network, you rack and stack the equipment, unload the cloud stack. >>It takes weeks to months to deploy. And so what we're doing is working very closely with Dell to look at our existing customers and new prospects that are interested in their platform and how can we pre-provision that capacity in, in the data center make it so it's already plugged into the data center already is powered up. It's connected to the network and a customer can purchase it on demand. And so the idea behind this is how can we give our customers all the benefits of Kolo, which is what, uh, Holland was talking about a minute ago, but deliver that platform at the speed of cloud. And that's really the essence of the partnership we have with Dell. Uh, we think it could be explosive. Uh, we think there's a lot of opportunity, not only, uh, for us, but also for Dell as they continue to retain their customers and their customers go through tech refresh cycles, if they can have on demand technology that they're already familiar with, they can get the benefits that you get from co-location at the speed of cloud. And that that's what our, the, the basis of our, our relationship. >>Yeah. Thank you. So Holland, I mean, Randy was saying one of the pillars of Dell tech world this year is the whole as a service thrust. And, you know, essentially what it is, my, my viewpoint is Dell's building out its own cloud. That's, you know, it's, it's its aspiration I think, is to connect on-prem to, through hybrid, to public clouds across clouds, out to the edge extract that all that complexity and you guys would be a key part of that from a, from a CTO's perspective, that's a different mindset. I mean, it changes the way we manage, think about procure, you know, spend, uh, um, and, and maybe that even the technical configurations of, of how we deliver and consume it, you give us some thoughts on that. >>Absolutely. Look, I think what we're doing is we're laying the foundation for a truly hybrid experience. Um, Randy mentioned, uh, us going through great lengths with our technology partners like Dell and make the data center consumable in an automated fashion. And so as we increasingly move into technologies like containers and using coordinators managers like Kubernetes, we really now have the ability to make a true hybrid experience. And if you think about the experience of deploying, you know, in a data center, whether it's your own or a co like ours, that was, you know, a 60 to 90 day conversation to, to get that infrastructure spun up. And so now if you can consume public cloud resources, just like we've been used to doing where you can swipe a card and get access to infrastructure in a matter of minutes or hours have the same experience with us, we've kind of closed that last mile of infrastructure delivery. And the other neat thing about this is, uh, if you have a cloud first mandate, if some of those workloads are running a ter data center, uh, we check all those same boxes, right? Uh, we, we have infrastructure that sits off X. We have a global platform. Uh, we have, you know, highly automated environment. So you can really now start extracting yourself a little bit from the infrastructure and start focusing on the important stuff, which the applications that sit on top. >>So from a security standpoint, you have a similar, you know, the cloud guys talk about the shared responsibility model. Is that a similar model that, that you guys have? Can you describe that? >>Yeah, it's, it's, it's very analogous to this shared responsibility model and, and public cloud. We give a little bit more control to our customers, like things like, you know, dictate maintenance windows. Um, we give a little bit more control in terms of access to the infrastructure. Uh, it's one of the reasons that organizations like running infrastructure with us is because we can hand off control to these certain things that the lower levels of the infrastructure stack versus that higher level of abstraction that happens with public cloud. >>And what, what kind of skills are you after, uh, these days? Is it people that can squeeze, you know, more power and, you know, more efficient cooling, uh, is it infrastructure management? You mentioned Kubernetes before. What, what matters to a company like yours from a skill standpoint? >>Yeah. And to terms of our staff, it is at the lower, uh, levels of the stack, if you will. So maybe going, you know, up to, uh, layer two or three, if we think about the OSI model. So certainly power engineering, cooling engineering, the stuff that physically runs our, our data center, that's our meat and potatoes. That's important to us, but as you consider our digital platform, um, certainly the networking, uh, know how knowledge of the entire stack, knowing how things are architected, understanding how cloud works, how understanding how cloud connectivity works. These are all super, super important skill sets. So we span the spectrum a bit. Um, but it's less on the upper ends of it, you know, kind of going up to layer seven, >>Although I'd imagine that data center automation is obviously a big part of your, your IP, right. Is that something that you have guys bring to the table? Yes. >>Yeah, it's actually one of our key innovations is around how we've architected our software platform, how we do our automation, uh, how we run our network. Uh, we we've, uh, built a, a super, super innovative SDN fabric that powers all of our Metro regions that enables the delivery, the infrastructure that hangs off of it. Um, so yeah, a huge percentage of our I P is around that software innovation and, uh, networking automation. >>Great. Randy, I wonder if you could close it out for us. Uh, I'd love your thoughts on where you'd like to see the Dell partnership go and any other, you know, information you'd like to leave the audience with. >>Yeah. I think you've asked a couple questions about the perspective from a CTO and the way that we want to build our solutions is if you are a CTO or if you're a cloud architect, what we are trying to build is a set of Legos to allow you to assemble your ultimate hybrid it solution to use a combination of traditional colocation, where you have equipment that you own, that you manage on demand, bare metal from great partnerships, like where we have with Dell, that can augment what you have in colo have access to a rich ecosystem of technology providers that sit in the same data center markets so that you can start to, to actually augment your it architecture with a lot of our, um, uh, solution providers that sit within our, our, our markets access to cloud OnRamp. So you get low latency access to public cloud to start to leverage some of the technologies they have, and also have the ability to switch, right? If you start with one cloud cloud provider, and at some point you find something more cost efficient, or a little bit more architecturally, uh, built that we can, uh, uh, facilitate that switch. And then also to have connectivity to all the different network carriers that we have. And so, and, and also to do it globally, right? And so our mission is to give the CTO and the cloud architect, the ultimate Legos, uh, to build their custom solution, it's highly, um, cost effective and meets all the technology requirements. >>Yeah. Hedging that risk and having exit strategies, I think is huge. Every, every customer needs to think about that, uh, before they, they dive into the cloud. Okay, guys, we gotta leave it there. Thanks so much for coming in the cube. Great discussion. >>Thank you. Thanks for having us. >>And thank you for watching our ongoing coverage of Dell technologies, world 2022, the in-person live version where we insert great deep dive interviews like this one that focus on key customer topics. Keep it right there. You're watching the cube.
SUMMARY :
It's just not the best use of capital for most companies, unless you happen to be in the data center business Good to meet her. Hey, Randy, as a relatively new player, unlike a lot of data center operators, Cera, And so that's really what we're doing at Cera. And the exact opposite happened. I think, uh, if you remember, the cloud operates in four walls. What are you seeing with, with hybrid cloud strategies? Uh, especially over the last couple years when we had, you know, the surprise of a large remote workforce. And, you know, a lot of the data is, is in the cloud that you might need access Um, so in terms of the drivers behind, uh, making a, you know, have your VPC on one side, have, uh, you know, dedicated single tenant environments on our When you talk about workload appropriateness, are you seeing a similar little more savvy about forecasting, the growth of their application, uh, How did that come about, you know, who does, what, what are the swim lanes overlaps? uh, time, it takes to deploy a traditional colo environment from the time you spec the And so the idea behind this is how can we give our customers all the out to the edge extract that all that complexity and you guys would be a key part of that from a, And so now if you can consume public cloud resources, just like we've been used to doing where you So from a security standpoint, you have a similar, you know, the cloud guys talk about the shared responsibility model. We give a little bit more control to our customers, like things like, you know, dictate maintenance windows. Is it people that can squeeze, you know, more power and, you know, more efficient cooling, but it's less on the upper ends of it, you know, kind of going up to layer seven, Is that something that you have guys bring to the table? uh, how we run our network. go and any other, you know, information you'd like to leave the audience with. the way that we want to build our solutions is if you are a CTO or if you're a cloud architect, the cube. Thanks for having us. And thank you for watching our ongoing coverage of Dell technologies, world 2022,
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