live from San Francisco it's the cube covering micron inside 2018 brought to you by micron welcome back to San Francisco Bay everybody this is the cube the leader in live tech coverage my name is Dave Valentin I'm here with my co-host David Floria we're covering micron insight 2018 really bring it together memory storage and artificial intelligence talking about AI for good talking about changing the way in which we work new workloads Raj to Lori is here he's the senior vice president and general manager of microns a booming mobile business unit rise I think it's the fastest growing business unit at micron at least of XY's and Keith crescent is here is the senior vice a senior vice president at Qualcomm Keith welcome thank gentlemen thanks for coming on the cube okay thank you so right let's let's start with you what are the big trends that you see that are driving that at 60% growth rate in your business yeah I mean we are finding now that you know mobile phones and use of memory in mobile phones and this is DRAM and also use of storage in mobile phones this is where we actually you know like flash both are growing inside a mobile phone you know we've seen people launch you know four and six gigabyte phones and now we have our customers talking about 8 and 10 and 12 gigabyte phones in the future and one of the big reasons is the applications you know a lot of machine learning and AI applications from the phones and those are driving the need for a lot of increased both storage and memory so we talked about what's changing in your business over the last several years I mean mobile obviously exploded onto the scene but now people are talking about AI and mobile and and and just increase use cases and applications so what's going on from your perspective yeah I think my handset perspective there's been some visual changes right the screens got a little bigger the bezels get smaller phones get a little thinner and so you see some of the visual cues but really the excitement of what's going on underneath the visual cues so the amount of AI processing is accelerating at a rapid pace a lot of advanced cameras you know moving from two three four and now their phones with five cameras cameras to recognize depth perception there's a voice recognition so there's a lot of AI processing and a lot of capability getting into the phone for a variety of applications okay so voice recognition that makes sense you'd use AI for that but you're talking about AI in in visual and in in the handset talk more about that explain how that all works yeah so so actually I would argue that today imaging is probably the primary application of AI so cameras used to be just capturing pixels but now it's about much more than capturing pixels it's about understanding what those pixels are so are they recognizing objects or food or something else or is it facial recognition for things like payments and biometrics and so the cameras now are much more intelligent and with multiple cameras you're adding depth information so then you start to get to much higher levels of realism for things like avatar and gaming and other areas where the camera is capturing and also perceiving so not a hot dog for you fans of the show Silicon Valley so but Raj what does this all mean for the the memory and storage requirements yeah I mean eyes keep mentioned I think you know the mobile phone you know with the process from Qualcomm and and other processor vendors has really gotten to have a lot more camera applications and a lot more AI applications now there's a there's a difference when you actually drive applications that need AI and machine learning versus other applications and the difference is that the compute paradigm in AI and ml is different in the sense that these are like complex neural networks that need a load of lot of data very close to the processor to achieve the result so as more AI applications come in we are actually finding that the customers which are Qualcomm customers and our customers are asking for more processing from the airside but they're also asking for more higher speeds higher density memory to kite to couple tightly with the process so they can realize these AI applications for the consumers and also storage because sometimes you want to store a lot of the images and videos on the card so both storage and memory are increasing as applications come in but I'd like to ask about the gaming side of things and the ante AR that seems to me that is is starting to improve to a level which is frightening linear reality what do you have to do to get it to that stage where you can have true VR and have games for example which exploit that sure so maybe first I'll talk about gaming specifically gaming obviously continues to grow a lot of money in gaming gaming tournaments and so forth the gaming certainly is getting more realistic with better graphics and so forth better displays multiplayer gaming very hot right multiplayer gaming requires you know very fast connections very low latency connections to another source so play multiple players can play at the same time also many times for games you'll have a play with partners maybe you're on a team of five but now in coming soon maybe that team of five you don't need to find that fifth person or that fourth person maybe there's an AI engine that's running similar to the human capability and you're actually playing with a simulated player right from teams so there's in that require opens up a whole new area of processing for the games and then I think for AR and BR AR is a little further out than VR err requires some more advancements with respect to optics and so forth VR is taking you know high-end displays and AI and graphics kind of packaging it all into one to really change the paradigm of how you interact with the computer how does 5g change things is it is it as much of a game changer as people think or is there just so much data that it sort of allows us to keep pace I wonder if you can talk about 5g yeah so so you know every ten years or so there's a G transition 3G and 99 4G in 2009 now 5g in 2019 so it's not a ten-year cadence and every time when you have a G transition you couple that with a transition in computing and it changes the paradigm so what's gonna happen is 5g is gonna bring a lot more capacity a lot lower latency at the same time AI is coming in and that together is going to create a pretty powerful platform for applications for the future and then of course there's just so much more data now how do you guys keep because the you mentioned you know you've been talking to the to the street and you mentioned this morning that the the rate of bit density that is is moderating so how do you guys keep up where are your investments that allow you to keep pace yeah I mean we have a so just maybe a little bit of comment on 5g I think as the bandwidth to the device gets faster and faster there's more and more data that comes in that you can imagine for example one of the things people out of people like to do you know is to you know download content if you look at Netflix if you look at Amazon Prime if you look at even DirecTV and I have all of those you can actually download the content now and watch them offline so as it happens and that content gets to be 4k and an even higher frame rates the amount of storage that's needed to download that is getting more and more like you know you know my wife upgraded her phone the other day and the first thing she said is I want an entire Netflix season on my phone when I'm in the gym so so you know there's simple things like that I've changed a lot you know that's one of the reasons why the storage is getting so much now when you go to 5g and the download speed gets higher you can download like a 4k video really quickly now you got to put it somewhere after you downloaded so that's actually driving the need for this so before people wouldn't like download a 4k video because where would you put it so as we increase storage that kind of stuff comes really fast because you couldn't you know take a long time to download before so as the bandwidth gets higher the storage requirements the memory requirements are getting higher now what we are doing on that front is we're investing a lot you know as Sanjay and Scott talked earlier both in our fab capacity is both in our technology transitions we have a lot of new interesting technologies like new emerging memories they're actually like 3d crosspoint we talked about that kind of blur the line between storage and memory so there's a lot of new interesting technologies that will actually take advantage of that super exciting time so going back to the image processing side of that one of the trends it seems to me is that the processing is going further and further to the edge itself and going inside the camera itself do you talk a little bit about that and what it's going to take to to put that that your memory technology or bandwidth right inside the camera itself sure so so there's no doubt that you want to maximize the capability on the edge as a first step and then you want to reduce the late as much as possible to the cloud as a second step so on the edge you know if you had something for example if I'm taking a picture of you and I want face recognition I don't want to take every frame and send it up to the clouds I'm gonna waste bandwidth so on I want that capability on device and that's true for a variety of different applications you want to maximize the capability on device and then focus on the fast connection so the cloud and the device from a latency and bandwidth perspective are much tightly more tightly coupled you know you think about the evolution of computing you know obviously everything was centralized and then you know pcs the world was about pcs back then it was kind of the the centralization with it was a bit blip on the screen compared to the pcs was everything remember that and then of course mobile drove cloud through the roof and now with the edge and cloud and and mobile you're seeing just this ubiquitous capability that senses now you bring in AI you bring in machine intelligence it what do you guys envision for the for the next 10 years in terms of what the world looks like centralized decentralized distributed intelligent I mean it's just mind-boggling what's your vision well I think if you look at client devices client devices certainly generate a lot of data maybe we get a little bit of data from a sensor and a bridge but maybe we'll get a lot of data from the car traveling across that bridge and what you need to do is you need to make sense of that data locally and then transmit it back to the cloud so you want the cloud to have the most useful data or sorted data right data that can then improve you know automated driving or reduce traffic accidents and so forth but you don't want all the data sent there so what's gonna happen is on the edge there's literally you know a device is going from smartphones where there's about one and a half billion a year to billions even trillions of IOT connected devices any device that has a computing element also is can have a connectivity element also is going to have an AI element so it's gonna be a much more connected world as opposed to just connected people yeah I mean I think kids keep explained it very well you know you know if you step back a little bit I think that the history of technology and evolution has been very similar right in industry for a while but we all remember the times when we said we just did month one mainframe and everyone needs dumb terminals right then we went on to say hey you know what I think distributed computing with everyone having a pcs that I think you do now we are back to maybe we should have everything in the cloud and the edge devices so I actually think in a world goes cyclical and the more you do at the edge the more it drives the need for the cloud and we call it the virtuous cycle and I think the best way to think about it is you want the HD devices to send information not data which means they need to be for data needs to be processed with memory and compute to become information and then you send the information to the edge yeah I guess my point was that you know I've been around a while too and you're going to see the pendulum swing I feel like the pendulum is not swinging anymore it's just exploded inside it's really an exciting time in our industry guys thanks very much for coming thank you appreciate thank you all right keep right there everybody we'll be back at micron insight from the Embarcadero you're watching the cube right back [Music]

from the computer museum in the heart of Silicon Valley extracting the signal from the noise it's the cube cover you openstack Silicon Valley 2015 brought to you by marantis now your host Jeff prick hey welcome back everybody I'm Jeff Rick you're watching the cube we are live at OpenStack Silicon Valley 2015 at the computer history museum in Mountain View California really excited to be out here the second year the event second year the cubes been here we go in two days wall-to-wall coverage is a lot of vibe around OpenStack a lot of vibe around cloud right now we have vmworld happening next week we were to OpenStack Seattle in Linux closed last week so it's all about cloud right now so we're really excited for our next guest kind of a relatively new startup Madeira miskovsky from platform 9 vp of product and co-founder so welcome thanks so for the people that aren't familiar with platform 9 wanna get kind of an overview of what you guys are up to absolutely so fat online is a startup that came out of VMware so we're part of the V mafia that's happening in the cell quality mafia there's quite a few of them and they're very helpful as well so it's a it's a good community good but so what platform i does is we are in a nutshell our mission is to make private clouds at any scale for organizations of any size extremely out of the box and intuitive and simple right in in order to do that we have a very unique approach or model that on OpenStack so we package OpenStack and deliver it as a web service so that's that's in somebody or platform mind us so you're delivering OpenStack as a web service that's interesting a lot of the early OpenStack players we've been talking over the over the day you know have been acquired by emc and HP and an IBM etc so now there's kind of this next-gen of startups really approaching OpenStack in a new way not necessarily kind of the fundamental poor at the bottom but new deployment methodologies new ways to consume it so that's a pretty interesting innovation and how are you finding the market uptake for that you know it's um it's fantastic to be in the space at this time we think the timing is perfect um because if you look at the OpenStack mind shell in the small to medium to large enterprises it's kind of reached at a point now where our buyers right RIT and applies directors or administrators or end users understand the value proposition that OpenStack provides so it's no longer a question about what is OpenStack and why should I care they've gone way past that right more about okay I understand the value proposition and I know open sources the future OpenStack is going to be powering clouds from now onwards and how do i align myself with it what is my OpenStack strategy and that's really where we come into picture and we can highlight what some of our unique differentiators in value adds on right and just coming from VMware just having built vCloud director and having work with enterprise customers um that gives us I think a little bit of an edge because we understand very well what some of the pain points of enterprise customers are in terms of building a private cloud and running it right right and how different is it working with an open source technology at the core and open source framework at the core yeah rather than building something on you know something that was designed inspected built in-house yeah it's a it's a very interesting experience having come from a company that builds proprietary software but one that has been just phenomenally popular it has powered private clouds of the entire world for for almost a decade I'm coming from that wall to the open source world is definitely a shift um there's a shift not only in terms of how the you know how you look at the technology um there is also shift in terms of how as a company you want to market and present yourself it's really all about community right open source is all about community OpenStack is about that so it's about openness and that's a really important part of our culture as well so you see that not only in the product we build but in terms of the blog posts we're I the support articles that we ride and the culture we have within our team as well right and then clearly you know vmware's got a huge engaged community to will be at vmworld next year I don't even know how many tens of thousands of people will be there but it's slightly different really it's kind of an ecosystem built around it versus everybody really contributing to the core and and then like you say so how do you manage being really active in open-source first building the stuff that that makes platform 9 platform 9 I always find that it's kind of an interesting management challenge for somebody managing engineering managing resources well how do you decide what that next unit of work needs to be for that engineer because clearly there's a lot of benefits to contributing back to the open source people get a lot of personal kind of pride and recognition within the community which is very important in open source so how do you kind of balance you know working for OpenStack versus working for platform 9 yeah no that's the way a good question and I think that's that's the key part of what a product person needs to play in terms of the role right because you have to not lose track not lose sight of the fact that you are part of this open-source community right OpenStack is part of our bread and butter right now so an OpenStack is all about openness right so so what's important to us is not necessarily that we create a proprietary modified version of OpenStack right that we offer to our customers we're not in business to do that we're here to make all the goodness of OpenStack in its entirety and purity so we're here to make the coil open-source OpenStack available to enterprises in a production-ready way right so our focus is really on simplified consumption of OpenStack that's been one of the biggest pain points right OpenStack right which is this is this wonderful powerful software which has so many knobs and you know different different options that you can tweak to make it work for your your environment but you really need to know how to do it and many times that manual is missing right which tends to be the challenge right so we're here to provide those really simplified recipes to our end users and in kind of hand hold them and say think of us as an extension of your ops team so let us do the hard work of getting your openstack cloud getting it up and running and then managing it on an ongoing basis or you focus on just consuming it and that's really the balance that we draw a bit and at the same time kind of going back to your point we are we're really passionate about making OpenStack better right improving it and so that community aspect is part of our team we're part of OpenStack OpenStack summits that the Vancouver one the one in Japan we're also taking initiatives and contributing back to the community on the vmware driver forint on the dr front that subclass so lots of that is also happening simultaneously yeah that's it's great so let's shift gears a little bit back to the company so um you've raised some money so you just raised around so congratulations thank you can you tell us who who's leading that round yeah your bench partners definitely so we taste our cities around with point munchers they've just been fantastic mentors and partners to have and to work with they were the previous funders of cloud stock as well um and then use your partner at the satish dharmarajan Scott rainy a great point and they've just both been a fantastic baby think of them as part of our team so good we love them and then four cities B which we just recently made that announcement and we were fortunate to have menlo ventures backing us funding us mark segal is a partner there um who's part of our board now and again that you know they are there also from a little with the V mafia you know we have our friends from put Nick's data and other companies right you know they're backing some of the same people right so really really excited about the new new team it is exciting like I said I think I view from here you know sitting is kind of this next wave of startups that are kind of attacking the next wave of problems um with the OpenStack deployment and you know you mentioned that often the manual is missing also the people are often missing here I think every single person here at the end of their keynote gave a little plug come work for us even though that's the AT&T DirecTV guys so so what's kind of your next challenge what can we look forward to from platform 9 next week at vm at the vmworld and and over the next six months yeah so you know what why we announced our funding we also made announcement that we are officially in GA with our vmware vsphere support and that was really a key announcement for us right we think it's a key enabler I'm not only from the perspective that if you think of the virtualization market in total and the percentage that's that's covered by VMware customers customers were on virtualization using VMware software it's humongous right silver it really gives us the opportunity to tap into that market and we don't really see OpenStack as an either/or when it comes to VMware many times it's presented that way but we don't see that at all partly also because we come from VMware right so we understand the power of that platform in what we believe strongly is that OpenStack only makes that platform a lot more easier to consume and automate right in a more next-generation cloud centric way so that's really what we are here to enable all right so next week you'll see us talking a lot more about how do we natively integrate with VMware and really make that stack you know consumable as an openstack cloud so from a vm with end users perspective he doesn't have to change a thing and that's a huge value proposition that we are making which is take what you have today including the workloads that you have and kind of magically transform them into an openstack cloud so in that instance is so customers already running vmware right they want to deploy OpenStack for a different application set for a particular reason is that kind of the use case that's got that's right and then different use cases also come into picture right cuz it's not really rip and replace I mean if you got a bunch of VMware infrastructure and things are running you know you don't necessarily look in the rip and replace it only not it yeah and that start of you doesn't work well either right right i am getting from vm would use to say beyond words technologies the most disruptive non-disruptive technology stopped in what it does but non-disruptive and how the things customer gets use it and we have the exact same philosophy right but it's but to your point there's different workloads that the penny it's really where it still goes back to this workload specific kind of driver based on the workload what's the application what are they trying to do you know then that should really drive the deployment but from that that's really from an Operations perspective from the from the actual app development perspective I don't really care and don't necessarily want to care right it should just work that's right that's exactly right it's the use cases that really are the most important question right that the end-users ask as well right which is we have this vSphere infrastructure which we really don't want to get get rid of at the same time we as an IT team are tired of having to constantly respond to our developers needs we are tickets and you know the usual delays in classes so we really want something about more agile and that's really what OpenStack enables right through OpenStack heat orchestration through just the simple self service access that's what we are here to enable awesome open door thanks for stopping by the cube I wish you the best and probably see you next week thank you ms county center alright thanks for stopping by i'm jeff Rick you're watching the cube we are live at OpenStack Simon Silicon Valley 2015 will be back with our next segment after this short break you