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Corey Dyer, Digital Realty & Cliff Evans, HPE GreenLake | HPE Discover 2022


 

>>Que presents HP Discover 2022. Brought to You by HP >>Good morning, everyone. It's the Cube live in Las Vegas. Day two of our coverage of HP Discover 2022 from the Venetian Expo Centre. Lisa Martin and David want a what a day we had yesterday and today. Unbelievable >>for today. Big Big day today, >>Big day Today we've got a lot. We got some big heavy hitters on talking with HP customers. Partners, leadership. We've a couple of guests up with us next. Going to be talking more about the ecosystem. He's welcome. Corey Dire, the chief revenue officer, Digital Realty and Cliff Evans, senior director. H P E Green like partner ecosystem Guys. Great to have you on the >>programme. Thank you. Great to be here. >>Thank you for having us excited to be here >>with. So that's so that's harness that excitement. Cory, talk to us about the partnership. The announcement? What's going on there with Digital Realty and Green like? >>Yeah, we're crazy excited about it. You know, we've got customers dealing with data, gravity and the opportunity around that and how they could make use of it. And then they're thinking through digital transformation. How how you doing? Multi cloud and they need a partnership. To do that in this partnership with Green Leg and digital is perfect solution for them. So I'm crazy excited to be here with Cliff absolute with all of you to talk about it and hopefully build out a great partnership in relationship with HP. >>Talk to us. Sure, you're crazy Excitement >>club? Absolutely no. I think it is absolutely fantastic Partnership. I think the term is coming together as organisations. Bringing the two platforms together isn't it is an amazing thing that we have for customers, customers we know they want. They want a cloud experience. But really, they want to do that without really the DC footprint that had previously. So how did they do that in a way that really works for them in a secure client secure, sustainable way. But with the cloud experience. Really, the combination of the two pieces coming together really makes that happen, and that is what that's exciting. So we >>dig in to the two things that you mentioned Cory digital transformation and multiply. When I go back to the early days of cloud, it was that girl, you know, nobody's going to do anything you know ever again in the data centre. You know Charles Phillips, the the CEO of in four, famously said, Friends don't let friends, Bill Data centres, right? Everything's going in the cloud. So a lot of people predicted, You know, guys like you were going to be in trouble. The exact opposite happened. The market took off. So you mentioned digital transformation of multi cloud. Can we peel the onion on that? What? What is it about those two items? Are there other trends? They're driving your business, >>you know, You tied right on to to where it started. All enterprises started going to the club and then they got to the cloud and there was more that they needed to make that rial. I talk about multi cloud. You're going to use different cloud providers for different opportunities and different applications. And so you have to start thinking about how does this work in a world where you're gonna go to multiple clouds, multiple locations and what it really drove? It is the need for Cole location to make this because you've got a distributed architecture in order to enable all of this and then having to have us help you out with it. And partners like HP. That's part of where it comes from. But if you think through going to the cloud, can you stay there? Is that the full solution? You need to secure sustainable solution for that. One of the opportunities for us around that is that if you're building data centres for yourself on Prem, you don't have all the cloud access we do. We've got more cloud access points than anybody. So that helps in this digital transformation. >>How How much home? I'm sorry, Didn't mean to you how much homogeneity is there are our clients or customers saying, Hey, I kind of want the same experience in the same infrastructure. Same same. Or they saying, Hey, I want to do stuff in Digital Realty that I can't get from, you know, a cloud provider, Oracle Rack. You know, something like that, >>I would tell you that they come to us from all the partners. So we are partner community. We are not going up the stack anywhere on that. We do are we do our part. We're really good at doing the data centres really good at building data. They descended sustainable. Our position in the market is sustainability around it. We were the first to sign up on the science based initiatives for zero kind of carbon neutrality and in the future in 2030. And so yeah, so I think there's the partner aspect that they need help with on it to drive that Yeah. >>And I think from that from the HP Green Lake perspective, I think customers they very much want that that cloud experience. But I want to do on their own terms. The partnership allows that to happen on Gapen simply the cloud experiencing with the green light cloud platform to really go and deliver that genuine cloud experience and then building cloud services. On top of that, they get all the benefits that they would have from a public cloud experience, but done in the way that they would prefer to do it. So it's bringing those pieces together on >>I think the other side of you asked if it was it was the same across the board and ubiquitous. It's very bespoke. Solutions weaken D'oh! Every customer we have has a different footprint. Most from the multinationals. So we think through where their data is, where it needs to be accessed where their customers are, where their employees are, what makes the most sense. And then the partnership we have with HP into a whole lot for making very bespoke solution for that customer and help them be successful. Journey >>s O on. That s o. So what we've done with destroy lt is we have a specific offer around how we go to market with this really going how customers So we call it Green Light with co location. It's all about really positioning on offer to customers that says, Look, we can go and do this with you and do it simply and really make it happen very quickly and efficiently. So the customer ends up with a single contract in a single invoice for Green Lake Cloud Services on the co location piece, all in one single contracts. That just makes it a lot easier in terms of organising on a really big part of that as well is that our involvement is also spans right from the design to the implementation to support. So we do the whole thing to really help organisations golf and do this. So that's the big for me. The big differentiator. So rather than just having Green Lake in Cloud Services, were saying, Look, we can now do the Coehlo piece and they can really take the whole thing to a whole new level in terms of that public cloud experience >>in the sari and that that that invoice comes from HPD or Digital Realty is bundled into that >>correct? Yes, directly through the channel. We can sell that in a number of different ways. Customers get that that single invoice on a big part of that as well, just going a little bit deeper on that. So what we do is we We use a part of the company called Data Centre Technology Services, which are a great kind of consulting organisation with tremendous experience and something like 3000 projects across 40 countries from the very smallest of the very largest of data centre implementation. So all of that really makes the whole thing a lot easier from a customer's perspective in terms of designing, implementing and then supporting. So you pull all of that together. It's fantastic >>and I think it's really changed to add on to that partner in prison. So customers, now we're thinking about it differently and data centres differently, and they see us as a strategic partner along with HP. To go after this used to be space, power and calling. Now it's How much connectivity do you have? What your sustainability profile? What's your security profile? How do you secure this data? Date is the lifeblood of all these companies and you have to have a really secure, sustainable solution for them, >>right? That's absolutely critical for every industry. Talk about the specific value prop at a bespoke co location solution delivers to customers. Maybe you got a favourite customer example that you think really articulates the value of this partnership. >>So I think a combination. So so I think we touched on a lot of it, actually. So there's obviously the data centre aspect itself in terms of with the footprint that realty have across the world, you can pick and choose the data centre in the class of data centre that you want in terms of your Leighton see and connectivity that you want. Then really, it's the green make peace in terms of the flexibility that you get with that really is that value. And as I touched on the Green Lake with Cole Oh, I think for me is from our perspective, I think the biggest piece of value that we provide there to really go make it happen. Yeah, >>there's about 70 applications right now that are part of Green Lake Polo that you can bespoke for what you need to. You can think around your specific solutions that you need, and we've got it all right there with HP Green like and follow for us. And because we have a 290 data centre footprint across 50 markets, it gives us the opportunity really be the data centre provider in the Partner for H P, pretty much anywhere but with connective ity everywhere. >>When you say 70 applications, these the 70 services are you talking about talking >>about? Okay, Category 70 services. There's a lot of stuff. >>Cory, when you talked about sustainability a couple of times, is a really important ingredient of the customer decision. Why is it because they're indirectly paying the power bill or is because that's the right thing to do? And they care. There's increased. People care about it more because you go back a while ago. People way always talked about green it, but it was all lip service. Is that changing or is that there? Is there an economics >>changing in a really big way? Almost every conversation I have with customers is how are you doing Sustainability. So if they're doing an on Prem, that's not their core capabilities. They don't know how to do that. On our end, I mentioned our SP R science based initiatives that we signed up for. But how do we enable that? Enable it for how do we build in designer data centres? How do we actually work them and operate them? And then how do we go after all the green sources of sustainable energy including, I think since 2015, we've issued six billion in green bonds around that same support of it. So yeah, >>and your customer can then I presume, report that on their sustainability report a >>good way to think about it. You no longer have your data centre at its sometimes less efficient way than way are we're really good at building sustainable data centres, and then you can actually get some credits back and forth, >>just from agreement. Perspective. So Green Lake. So there's a specific Forrester Impact report that looks a green lake on how it how it performs from sustainability. Perspective on Greenlee really is giving you their 30% reduction in your energy consumption. So there's a big kind of win there as well, I think. Which is then, >>why? Where does that come from? >>So it Zim part that kind of the avoidance of over provisioning such that you going right size things, Then you have you have you have a certain amount of reserve capacity that you're using them just using the extra consumption piece when you need it. So rather than having everything running at full speed, it really is kind of struggling as to how that work. So you get a combination of effects >>with consulting and the thoughtfulness around this bespoke solution that you have. You end up needing fewer servers, pure technology that drives less power consumption and therefore you get a lot of this same really base it down. You >>talked about the savings you talked about the simplification delivery perspective. Talk about the implementation. What's the time to value that Organisations can glean from this partnership >>superfast So So yeah this This does accelerate the whole process from from initial kind of opportunity if you like and customer inquiry through to actual implementation So previously this would take considerable amount of time in terms of to ing and froing between multiple organisations on Now what we do is coordinate that do it efficiently and effectively So D. C. T s Data Sentinel services team very closely. Just have those connections often do those things incredibly quickly and it does accelerate the whole time >>and they're tied in with our team is well around. Where's the leighton? See where the solutions Because we're really thinking about what is your stack looked like from an HP perspective, but then where you need to deploy it so that you have access to the clouds You have the right proper Leighton see across your environment and you really haven't distributed architecture that works the best for you and your company. >>So this is probably answer those questions Probably both, but I'm asking anyway, I've always been a repatriation sceptic, but I'm happy to be proven wrong. You guys have other data. And maybe this is part of what one of my blind spots question is, is what's driving your business in terms of the EU's case? Is it organisations saying Hey, we want to get out of the data centre business way Don't want to put everything into the cloud but we're going to go on a digital realty and being green leg and we're gonna move into that cola Or is it? People say, You know, while we over rotated into the cloud, you were going to come back. So it's >>both. It's both, >>Yeah, in the empire. The credit. >>I think there are a lot of customers with good intentions on going to the cloud, and then there's some cost with it that maybe they didn't fully factor in it at that time. And now you've got the ability around these bespoke solutions to really right size every bit of this. And when they originally did it, they didn't think through a distributor architecture. They thought my own prim, and then I'm just gonna burst everything that a cloud that's no longer the case, and it's not really the most efficient way to your point about repatriation. They start pulling their storage back in. Well, where do you want your data? Where do you want your storage? You wanted as close as you can to the clouds for that capability and in a solution that's wrapped around it makes it very simple for you. >>I think the repatriation is very real and is increasing, eh? So we're seeing a lot of it in terms of activity and customers really trying to understand the cost that they're incurring now from a public cloud perspective. And how can they do that differently? In fact, with combined offer that we have it, it makes it a lot easier to compare. So, yeah, that really is accelerating because you don't >>see it in the macro numbers. I mean, just to be honest, you see the cloud guys combined growing 35%. And is that because your business is in transition from traditional on prime model, too, and as a service model, and so you've got that imbalance and it gets hidden in >>all that, and I think it's I think it's a new wave of things that are happening. Yeah. I mean, there's a there's a lot of things, obviously, that makes complete sense to me in Public Cloud, but I do think there's been an over rotation towards it, so I think now that realisation and it's going to take time to kind of pick that. But it's absolutely happening. There are a lot of opportunities that we've gotten some very big ones I'd love to talk about. Can't quite talk about them just get but really, where there's big, big savings in terms of what they're paying from a public cloud perspective, Really, what they want is that full management cloud service to go make it happen. So the combination of the data centre piece to Green Lake piece and then some management services, whether they're from ourselves or from party community, from manage service providers that we also work with, that gives them the complete package. >>So I have another premise. A lot of it, of course, is traditionally been focused on internal, and I feel like there's a new era coming. It's talks of the ecosystem. Are you seeing customers not only running there it in digital realty and connecting to the cloud in a hybrid fashion, but also actually building new value and building businesses that are customer facing on that that air monetize herbal. Are you seeing that? Is that happening and having examples, even generic? >>Well, basic from our perspective, our partner community, that's what they do. We have a tonne of enterprise customers, but I'll need to connect and integrate the data that you have doesn't do anything for you, Fitz on its own. And it's not interacting with other data points. And it's not around interacting with other customers, other solutions in one night. So it does help build out a partner community, a solution community for our customers in our data centres and across the >>are their industry patterns emerging. In other words, is that data ecosystems emerging by industry or is a sort of or horizontal? >>There's a mix. So I think there's a lot of lot of financial sector stuff. Yes, certainly. And then certainly manufacturing s O. I think it's interesting that you're getting a bit of a combination, but not a lot of financial sector. >>Of course, the big bags early on that they could build their own cloud. Yeah, now they're probably rethinking that. Yeah, well, maybe >>they're also service providers. When you're that large a za bank on their end. They're doing a lot of work. E. I would also say the other part that a lot of people see as an opportunity is around all the HPC and AI applications as well, in addition to manufacturing distribution. So there's a lot of use cases, a lot of reasons, like us from sort of doing this >>wrap us up with value, perhaps that you're talking Torto Financial Services Organisation or a manufacturing company. What is that 32nd elevator pitch value problem? Why they should go HP Making Digital Realty together. >>So I would say green, like Rico location gives you a single contract. Singling voice, easy to go and design, implement support and go make happen. Sorry, that's very simple way say, very just make it easy >>on. And I would just say thank you on that. It's been great to speak with you guys. And yeah, when you think through that part of it also is a bespoke opportunity to put your data where it needs to be closer to your customers. Closer to the action you were thinking through the rape reiteration of it. A lot of it's being built out there on phones and whatnot. So you've got to think through where your data is and how you managed to >>write and enable every every company in every industry to be a data company. Because that's what, of course, the demanding consumers demanding that demand isn't it is not going to turn down right now. Absolutely. Just thanks so much for David. Very much. Thank you. Together in the ecosystem, there are guests. And Dave l want a I'm Lisa Martin. You're watching the key of live from the Venetian Expo Centre in Vegas, Baby. David, I will be back there next guest in a minute.

Published Date : Jun 29 2022

SUMMARY :

Brought to You by HP of HP Discover 2022 from the Venetian Expo Centre. for today. Great to have you on the Great to be here. Cory, talk to us about the partnership. So I'm crazy excited to be here with Cliff Talk to us. Bringing the two platforms together isn't it is an amazing thing that we have for customers, customers we know So a lot of people predicted, You know, guys like you were going to be in trouble. to have us help you out with it. I'm sorry, Didn't mean to you how much homogeneity I would tell you that they come to us from all the partners. on Gapen simply the cloud experiencing with the green light cloud platform I think the other side of you asked if it was it was the same across the board and ubiquitous. customers that says, Look, we can go and do this with you and do it simply and really make it happen very quickly and So all of that really makes the whole thing a lot easier from a customer's Date is the lifeblood of all these companies and you have Maybe you got a favourite customer example that you think really articulates the value of this partnership. and connectivity that you want. provider in the Partner for H P, pretty much anywhere but with connective ity everywhere. There's a lot of stuff. is because that's the right thing to do? Almost every conversation I have with customers is how are you doing Sustainability. way than way are we're really good at building sustainable data centres, and then you can actually get some credits back and forth, you their 30% reduction in your energy consumption. So it Zim part that kind of the avoidance of over provisioning such that you going right size with consulting and the thoughtfulness around this bespoke solution that you have. talked about the savings you talked about the simplification delivery perspective. from initial kind of opportunity if you like and customer inquiry through to actual architecture that works the best for you and your company. You know, while we over rotated into the cloud, you were going to come back. It's both, Yeah, in the empire. Well, where do you want your data? So, yeah, that really is accelerating because you don't I mean, just to be honest, you see the cloud guys combined growing 35%. the data centre piece to Green Lake piece and then some management services, whether they're from ourselves or from Are you seeing We have a tonne of enterprise customers, but I'll need to connect and integrate the data that you have doesn't are their industry patterns emerging. So I think there's a lot of lot of financial sector stuff. Of course, the big bags early on that they could build their own cloud. So there's a lot of use cases, a lot of reasons, like us from sort of doing this What is that 32nd elevator pitch value problem? So I would say green, like Rico location gives you a single contract. It's been great to speak with you guys. of course, the demanding consumers demanding that demand isn't it is not going to turn down right now.

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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)

Published Date : May 3 2022

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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