Gillian Campbell & Herriot Stobo, HP | Adobe Imagine 2019
>> Announcer: Live from Las Vegas, it's theCUBE covering Magento Imagine 2019, brought to you by Adobe. >> Welcome to the theCUBE, I'm Lisa Martin at The Wynn, in Las Vegas for Magento Imagine 2019. This is a three day event. You can hear a lot of exciting folks networking behind me, talking tech, talking e-commerce innovation and we're pleased to welcome fresh off the keynote stage a couple of guests from HP. We've got Gillian Campbell, the Head of Omni-channel Strategy and Operations. Gillian, thank you for joining us. >> Thank you for asking us. >> Our pleasure and Herriot Stobo, Director of Omni-channel Innovation and Solutions, also from HP. Welcome. >> Thank you very much. >> So Gillian fresh off the keynote stage, enjoyed your presentation this morning. >> Gillian: Thank you. >> Everybody I think in the world knows HP. Those of us consumers going, you know what actually, that reminds me, I need a new printer. >> We can help you. >> Thank you, excellent. Whether I'm shopping online or in a store. So you gave this really interesting keynote this morning talking about what HP is doing, starting at Apache. You really transform this shopping experience. Talk to us a little bit about HP, as I think you've mentioned it as a $50 billion start up and from a digital experience perspective, what you needed to enable. >> Yeah, so as I said, HP have been around for 80 years and in 2015, we became our own entity, HP Inc., and really started looking at how do we enable digital to be pervasive through everything that we do. Our internal processes are reached to customers and identified a great opportunity to really take leading edge and our digital commerce capabilities and we already had some early proof points and APG so we launched a global initiative and we're now on that journey to enable that best in class experience through the digital platforms. >> So Herriot talk to us about, you're based in Singapore. >> Yes. >> What were some of the market dynamics that really made it obvious that this is where we want to start building out this omni-channel strategy starting in Apache? Is it, you know whether, Gillian you mentioned it before. We started retail spaces, some being expensive. Is it more mobile experience and expectations on consumer's part? >> I think we've got a mix of different starting points across Asia. We've got some mega cities like Hong Kong and Singapore rising, Tokyo. And then we've got you know emerging markets across South-East Asia. We don't necessarily have any single market place that controls the entire market as we might see in other regions and so we've had a lot of runway to go and experiment and try new things. We also have an ecosystem of branded retail in Asia. Not in all markets, predominantly in India but also in some markets in South-East Asia that allow us to really blend the experience across both offline and online and to give customers choice at the end of the day. Let them decide how they want to shop and interact with our brand. So we have been running Magento 1 since we first launched our online store businesses in Indonesia and Thailand about six years ago and then we moved into China, replatformed, lexi-platform onto Magento 1 and then that was really the foundation of what we decided to go and build upon to become a global program. so we already had some proof points under our belt with Magento so. >> And what were some of those early wins that really started to make this really obvious that this omni-channel experience, the ability to give customers choice? Whether they want to start the process online, finish it in store, vice verse, or at least have the opportunity to have a choice? What were some of those early wins and business outcomes that you started to see? >> I think even just from because we're all, customers are people. Whether you're a corporate customer, a small business, or a consumer, we're all people and we all know that we shop that way. So essentially the storyline on that back to HP was we have to enable experiences that we would want to experience as well and it was quite a shift for a tech company who were really all about the products to be thinking about, well, how do we really enable that end to end experience? And as Herriot said, the runway was open. We already had some proof points. I was new in the job so I was like all listening to, you know, what the team were telling me. We have a great opportunity here and took that formered as a new concept for the company. We got funding approval and you know the rest is the history and the journey that we're on. So I think it was just taking a different perspective and a different approach and working with a team who already had the, built some of that credibility and others proof points with the earlier deployments and I think we kind of took a risk at the time when we started the engagement with Magento. They weren't in that leadership quadrant and we took a risk to say, let's partner with an energizing company and do something a little bit different and we're still here working towards it so I think that for me was the breakthrough, was just having the tenacity to say, we're gonna drive this path forward. It may not be how we would have done things in the past, but we're a different company now. and we had much more thinner air cover to be able to do that. >> Little bit more agility and flexibility. >> Yeah, absolutely. So you guys, you talked about, Gillian about all the buyers. We are the consumers and we have this expectation, growing expectation that I want to be able to get any and transact anything that I want to buy, whether I'm a procuring person for a company and I'm traveling but I need to approve expenses or I'm a salesperson maybe sitting next to a medium-small business customer. I need to have the option at least to have this store front. What are the things that you guys launched in Apache, leverage be the power of Magento Commerce was click to collect. So tell me a little bit about from maybe an e-commerce cultural perspective, what is it that makes people want to have the ability to start online and actually complete the transaction in a physical location? >> Essentially I was in the Advisory Board yesterday and one of the other customers of Magento said, "Until we can invent a way to touch and feel online, "there's always gonna be a need to have, "outlets where you can go touch and feel." and I think with the click and collect, some of our products are, you know, high-end PCs and gaming devices and printers that is hard to get a good appreciation of what it looks and feels like online. So if you're gonna be spending you know, a significant money you may want to go in and be able to see the colors, feel the finish. You know some of our newer products with the leather portfolios is not something you can truly appreciate without touching it. So I think we have to enable again those customers who do want to experience, feel the weight, you know feel the finish, see the color scheme 'cause its usually important, again not for all customers. Some customers are quite happy to spend thousands of dollars on an online purchase without seeing it and then making sure they have a good facility to be able to, well if they wanted to, to return if they got the normal the product. >> As we look though at like we talked about, this consumerization of everything where we have this expectation and the numbers, I think you even mentioned it maybe in your keynote, Gillian, the numbers of, or somebody did this morning, like upwards of half of all transactions are starting on mobile so we got to start there. What are some of the things that you guys have seen in region in terms of mobile conversions? >> So there's still a massive gap between desktop and mobile conversions, first of all. I mean we're not anywhere near parity between the two. But obviously we're seeing a huge volume of traffic coming in as well and it's shifting that way, so you would expect it to drop as result. I think with Magento what we've seen over the, you know, past few deployments that we've been running and that were over 8% improven. But the desktop conversions are far higher. I mean in terms of improvement and actual conversion so we've still got a long way to go. There and that's a naturative process, that's a journey that probably never ends in terms of ongoing optimization and experimentation. So yeah a lot happening there. I think just on the click and collect topic as well that you were asking about people wanting to start their journey online and then come into bricks and mortar. We're seeing a huge uptake on it just by experimenting, by piloting. Over 26% of our consumer notebooks in India that we've put onto this program were being collected in store and this is in environments which are inherently chaotic on the streets. You don't want to go out there but actually I'm passing that way anyway so it's just easier for me to pick it up on the way home and probably quicker 'cause I can collect in two hours. So it's just giving people customer choice, no additional incentive and it seems to take. So now we're expanding out regionally. >> So you said there's, this morning, Gillian, in your keynote eight markets covered, mostly Apache, but also in Latin America. >> We just started in Latin America, again, the development process is not just as simple as we're switching on. So we've been doing a lot of work for this past six months with Latin America. The team there, they're super excited to get launched. There's some differences there, we've talked about the regional variation around fulfillment models that we have to adapt towards but the intent is to get Latin America deployed, leveraging some of the layer lengths from what we've done in Asia specific and then starting to move around into more the near region and then ultimately back into the US and Canada. >> So as you look forward and of course you've mentioned we're on this journey right, what are some of the key learnings that you're going to apply? You mentioned this morning, something that was very intriguing and that was, respect the integrity of the Magento platform. Talk about that in context of some of the other learnings that you'd recommend for colleagues and similar or other industries to be able to achieve what you have on a global scale. >> I think from the outset, there was this kind of like baggage of deployments of capabilities not just in commerce but deployment of capabilities across HP that we had not respected the integrity of the platform. We had adjusted the code and developed on the code to make it HP specific and with the new HP Inc. company one of the guided principles was no, when we buy the leverage software applications respect it for what it is and adjust business processes and adjust integration rather than adjust the core so that we can get the advantage of the longer term opportunity without creating such like. So it was really just a foundational, you know, let's not go in here with a mindset that we know better than the core. The core is there for a reason and then build around that and ensure the integration and I think you know with Herriot's leadership, we've been able to you know, just keep that firm is why we can be successful and be successful longer term as well. So that all the, and one of the things we talked about yesterday also is the excellent capabilities that are coming with Adobe and the integration that we talked about the recommendation of Adobe Sensei and integrate that with Magento Core. If you don't keep to the respect the integrity, those upgrades and capabilities become really hard to take benefit of so we're really excited about, you know, again, sticking with the core and enabling and growing with the core with Magento and Adobe. >> I would just build on it, I mean I think its never gonna be easy running a global commerce platform. Single instance, multiple countries, you know, 27 markets to get started with. Who knows where we're gonna end. Its always gonna be a challenge so we have to keep it as simple as possible. These upgrades are fast and furious and that's great and we all gets lots of benefit but if we start going down our own path, we've lost it. We've lost the benefit. >> And that's one of the things too that Jason Wolfsteen said this morning was that the word Magento was gonna be enabling businesses to achieve without getting in their way and it kind of sounds Herriot, like you're saying the same thing. That we've gotta be able to respect the technologies that we're building so we don't get in our own way and we keep it simple as we wanna expand globally. Ultimately at the end of the day, you're creating these personalized experiences with consumers and that personalization is so important because it's more and more not only are we transacting or wanting to on mobile but we want our brands like HP to know us. We want you to know our brand value, you know our average order value so that we can become part of the experience but also ideally get rewarded for being loyal. >> Yeah. >> Yeah, I mean, I mean just coming to mobile again but you know, 2.3 delivers the native PWA capabilities which we're super excited to get started with. You know we've got so many used cases for this straight away, right out the box but you know we've got to do it gradually, do it the right way. I think we're also aware that we're not gonna be able to run with PWA in all markets straight away 'cause not all markets are ready for it quite frankly. User behavior- >> Is that a cultural thing? >> It's purely cultural. Maybe technical and just technical ecosystems as well. Places like China in particular, where, you know, customers use app stores but they use app stores from every single phone manufacturer right there. That's where the customer is. We can't just move away from that so we need to keep some of those legacy approaches for a little while and then yeah test in other regions and then take the learnings when we're ready to adopt it. >> Exciting so here we are at, this is the first Magento Imagine since the Adobe acquisition. Gillian, let's wrap things up with you. What are your, you mentioned you were part of the Customer Advisory Board yesterday, just some of your perspectives on this years' event now that Magento is powering the Adobe commerce cloud. >> I actually attended the Adobe Summit a few weeks ago here also in Vegas and started to see the thread of commerce coming into that conference and then seeing the Adobe, the experience, coming into Magento and I just think it's a perfect combination of opportunities especially for a company like HP where we were linked in to connect, you know, marketing and sales and support across the customer journey and the capabilities with Adobe and some of the marketing stack, and then the commerce stack, and there was support bringing that together is a super exciting opportunity for us. You know the partnership that we have with both Adobe and Magento again as one as I really, they were just starting what the next journey was gonna look like. >> We feel that about so many things, we're just starting, but Gillian, Herriot, it's been a pleasure to have you on theCUBE for Magento Imagine 2019. Thank you both for your time. >> Thank you, thank you. >> Our pleasure. I'm Lisa Martin and you're watching theCUBE live from The Wynn Las Vegas at Magento Imagine 2019. Thanks for watching. (light music)
SUMMARY :
covering Magento Imagine 2019, brought to you by Adobe. and we're pleased to welcome fresh off the keynote stage Director of Omni-channel Innovation and Solutions, So Gillian fresh off the keynote stage, Those of us consumers going, you know what actually, and from a digital experience perspective, and in 2015, we became our own entity, HP Inc., Is it, you know whether, and then we moved into China, and I think we kind of took a risk at the time We are the consumers and we have this expectation, and printers that is hard to get a good appreciation What are some of the things that you guys have seen and it's shifting that way, so you would expect it So you said there's, and then starting to move around into more the near region to be able to achieve what you have on a global scale. and I think you know with Herriot's leadership, and that's great and we all gets lots of benefit and we keep it simple as we wanna expand globally. but you know, 2.3 delivers the native PWA capabilities We can't just move away from that so we need to keep now that Magento is powering the Adobe commerce cloud. and the capabilities with Adobe to have you on theCUBE for Magento Imagine 2019. I'm Lisa Martin and you're watching theCUBE
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Andrew Wheeler and Kirk Bresniker, HP Labs - HPE Discover 2017
>> Announcer: Live from Las Vegas, it's The Cube, covering HPE Discover, 2017 brought to you by Hewlett Packard Enterprise. >> Okay, welcome back everyone. We're here live in Las Vegas for our exclusive three day coverage from The Cube Silicon Angle media's flagship program. We go out to events, talk to the smartest people we can find CEOs, entrepreneurs, R&D lab managers and of course we're here at HPE Discover 2017 our next two guests, Andrew Wheeler, the Fellow, VP, Deputy Director, Hewlett Packard Labs and Kirk Bresniker, Fellow and VP, Chief Architect of HP Labs, was on yesterday. Welcome back, welcome to The Cube. Hewlett Packard Labs well known you guys doing great research, Meg Whitman really staying with a focused message and one of the comments she mentioned at our press analyst meeting yesterday was focusing on the lab. So I want ask you where is that range in the labs? In terms of what you guys, when does something go outside the lines if you will? >> Andrew: Yeah good question. So, if you think about Hewlett Packard Labs and really our charter role within the company we're really kind of tasked for looking at things that will disrupt our current business or looking for kind of those new opportunities. So for us we have something we call an innovation horizon and you know it's like any other portfolio that you have where you've got maybe things that are more kind of near term, maybe you know one to three years out, things that are easily kind of transferred or the timing is right. And then we have kind of another bucket that says well maybe it's more of a three to five year kind of in that advanced development category where it needs a little more incubation but you know it needs a little more time. And then you know we reserve probably you know a smaller pocket that's for more kind of pure research. Things that are further out, higher risk. It's a bigger bet but you know we do want to have kind of a complete portfolio of those, and you know over time throughout our history you know we've got really success stories in all of those. So it's always finding kind of that right blend. But you know there's clearly a focus around the advanced development piece now that we've had a lot of things come from that research point and really one of the... >> John: You're looking for breakthroughs. I mean that's what you're... Some-- >> Andrew: Clearly. >> Internal improvement, simplify IT all that good stuff, you guys still have your eyes on some breakthroughs. >> That's right. Breakthroughs, how do we differentiate what we're doing so but yeah clearly, clearly looking for those breakthrough opportunities. >> John: And one of the things that's come up really big in this show is the security and chip thing was pretty hot, very hot, and actually wiki bonds public, true public cloud report that they put out sizing up on prem the cloud mark. >> Dave: True private cloud. >> True private cloud I'm sorry. And that's not including hybrids of $265 billion tam but the notable thing that I want to get your thoughts on is the point they pushed was over 10 years $150 billion is going to shift out of IT on premise into other differentiated services. >> Andrew: Out of labor. >> Out of labor. So this, and I asked them what that means, as he said that means it's going to shift to vendor R&D meaning the suppliers have to do more work. So that the customers don't have to do the R&D. Which we see a lot in cloud where there's a lot of R&D going on. That's your job. So you guys are HP Labs, what's happening in that R&D area that's going to off load that labor so they can move to some other high yield tasks. >> Sure. Take first. >> John: Go ahead take a stab at it. >> When we've been looking at some of the concepts we had in the memory driven computing research and advanced development programs the machine program, you know one of the things that was the kick off for me back in 2003 we looked at what we had in the unix market, we had advanced virtualization technologies, we had great management of resources technologies, we had memory fabric technologies. But they're all kind of proprietary. But Silicon is thinking and back then we were saying how does risk unix compete with industry standards service? This new methodology, new wave, exciting changing cost structures. And for us it was that it was a chance to explore those ideas and understand how they would affect our maintaining the kind of rich set of customer experiences, mission criticality, security, all of these elements. And it's kind of funny that we're sort of just coming back to the future again and we're saying okay we have this move we want to see these things happen on the cloud and we're seeing those same technologies, the composable infrastructure we have in synergy and looking forward to see the research we've done on the machine advanced development program and how will that intersect hardware composability, converged infrastructure so that you can actually have that shift, those technologies coming in taking on more of that burden to allow you freedom of choice, so you can make sure that you end up with that right mix. The right part on a full public cloud, the right mix on a full private cloud, the right mixing on that intelligent edge. But still having the ability to have all of those great software development methodologies that agile methodology, the only thing the kids know how to do out of school is open source and agile now. So you want to make sure that you can embrace that and make sure regardless of where the right spot is for a particular application in your entire enterprise portfolio that you have this common set of experiences and tools. And some of the research and development we're doing will enable us to drive that into that existing, conventional, enterprise market as well as this intelligent edge. Making a continuum, a continuum from the core to the intelligent edge. And something that modern computer science graduates will find completely comfortable. >> One attracting them is going to be the key, I think the edge is kind of intoxicating if you think about all the possibilities that are out there in terms of what you know just from a business model disruption and also technology. I mean wearables are edge, brain implants in the future will be edge, you know the singularities here as Ray Kersewile would say... >> Yeah. >> I mean but, this is the truth. This is what's happened. This is real right now. >> Oh absolutely. You know we think of all that data and right now we're just scratching the surface. I remember it was 1994 the first time I fired up a web server inside of my development team. So I could begin thinning out design information on prototype products inside of HP, and it was a novelty. People would say "What is that thing "you just sent me an email, W W whatever?" And suddenly we went from, like almost overnight, from a novelty to a business necessity, to then it transformed the way that we created the applications for the... >> John: A lot of people don't know this but since you brought it up this historical trivia, HP Labs, Hewlett Packard Labs had scientists who actually invented the web with Tim Berners-Lee, I think HTML founder was an HP Labs scientist. Pretty notable trivia. A lot of people don't know that so congratulations. >> And so I look at just what you're saying there and we see this new edge thing is it's going to be similarly transformative. Now today it's a little gimmicky perhaps it's sort of scratching the surface. It's taking security and it can be problematic at times but that will transform, because there is so much possibility for economic transformation. Right now almost all that data on the edge is thrown away. If you, the first person who understands okay I'm going to get 1% more of that data and turn it into real time intelligence, real time action... That will unmake industries and it will remake new industries. >> John: Andrew this the applied research vision, you got to apply R&D to the problem... >> Andrew: Correct. >> That's what he's getting at but you got to also think differently. You got to bring in talent. The young guns. How are you guys bringing in the young guns? What's the, what's the honeypot? >> Well I think you know for us it's, the sell for us, obviously is just the tradition of Hewlett Packard to begin with right? You know we have recognition on that level even it's not just Hewlett Packard Labs as well it's you know just R&D in general right? Kind of it you know the DNA being an engineering company so... But it's you know I think it is creating kind of these opportunities and whether it's internship programs you know just the various things that we're doing whether it's enterprise related, high performance computing... I think this edge opportunity is a really interesting one as a bridge because if you think about all the things that we hear about in enterprise in terms of "Oh you know I need this deep analytics "capability," or you know even a lot of the in memories things that we're talking about, real time response, driving information, right? All of that needs to happen at the edge as well for various opportunities so it's got a lot of the young graduates excited. We host you know hundreds of interns every year and it's real exciting to see kind of the ideas they come in with and you know they're all excited to work in this space. >> Dave: So Kirk you have your machine button, three, of course you got the logo. And then the machine... >> I got the labs logo, I got the machine logo. >> So when I first entered you talked about in the early 1980s. When I first got in the business I remembered Gene Emdall. "The best IO is no IO." (laughter) >> Yeah that's right. >> We're here again with this sort of memory semantics, centric computing. So in terms of the three that Andrew laid out the three types of sort of projects you guys pursue... Where does the machine fit? IS it sort of in all three? Or maybe you could talk about that a little bit. >> Kirk: I think it is, so we see those technologies that over the last three years we have brought so much new and it was, the critical thing about this is I think it's also sort of the prototyping of the overall approach our leaning in approach here... >> Andrew: That's right. >> It wasn't just researchers. Right? Those 500 people who made that 160 terabyte monster machine possible weren't just from labs. It was engineering teams from across Hewlett Packard Enterprise. It was our supply chain team. It was our services team telling us how these things fit together for real. Now we've had incredible technology experiences, incredible technologist experiences, and what we're seeing is that we have intercepts on conventional platforms where there's the photonics, the persistent memories. Those will make our existing DCIG and SDCG products better almost immediately. But then we also have now these whole cloth applications and as we take all of our learnings, drive them into open source software, drive them into the genesys consortium and we'll see you know probably 18, 24 months from now some of those first optimized silicon designs pop out of that ecosystem then we'll be right there to assemble those again, into conventional systems as well as more expansive, exo-scale computing, intelligent edge with large persistent memories and application specific processing as that next generation of gateways, I think we can see these intercept points at every category Andrew talked about. >> Andrew: And another good point there that kind of magnifies the model we were talking about, if we were sitting here five years ago, we would talking about things like photonics and non-volatile memory as being those big R projects. Those higher risk, longer term things, that right? As those mature, we make more progress innovation happens, right? It gets pulled into that shorter time frame that becomes advanced development. >> Dave: And Meg has talked about that... >> Yeah. >> Wanting to get more productivity out of the labs. And she's also pointed out you guys have spent more on R&D in the last several years. But even as we talked about the other day you want to see a little more D and keep the R going. So my question is, when you get to that point, of being able to support DCIG... Where do you, is it a hand off? Are you guys intimately involved? When you're making decisions about okay so member stir for example, okay this is great, that's still in the R phase then you bring it in. But now you got to commercialize this and you got 3D nan coming out and okay let's use that, that fits into our framework. So how much do you guys get involved in that handoff? You know the commercialization of this stuff? >> We get very involved. So it's at the point where when we think have something that hey we think you know maybe this could get into a product or let's see if there's good intercept here. We work jointly at that point. It's lab engineers, it's the product managers out of the group, engineers out of the business group, they essentially work collectively then on getting it to that next step. So it's kind of just one big R&D effort at that point. >> Dave: And so specifically as it relates to the machine, where do you see in the next in the near term, let's call near term next three years, or five years even, what do you see that looking like? Is it this combination of memory width capacitors or flash extensions? What does that look like in terms of commercial terms that we can expect? >> Kirk: So I really think the palette is pretty broad here. That I can see these going into existing rack and tower products to allow them to have memory that's composable down to the individual module level. To be able to take that facility to have just the right resources applied at just the right time with that API that we have in one view. Extend down to composing the hardware itself. I think we look at those edge line systems and want to have just the right kind of analytic capability, large persistent memories at that edge so we can handle those zeta bytes and zeta bytes of data in full fidelity analyzed at the edge sending back that intelligence to the core but also taking action at the edge in a timeframe that matters. I also see it coming out and being the basis of our exoscale high performance computing. You know when you want to have a exoscale system that has all of the combined capacity of the top 500 systems today but 1/20th of their power that is going to take rather novel technologies and everything we've been working on is exactly what's feeding that research and soon to be advanced development and then soon to be production in supply chain. >> Dave: Great. >> John: So the question I have is obviously we saw some really awesome Gen 10 stuff here at this show you guys are seeing that obviously you're on stage talking about a lot of the cool R&D, but really the reality is that's multiple years in the works some of this root of trust silicon technology that's pretty, getting the show buzzed up everyone's psyched about it. Dreamworks Animation's talking about how inorganic opportunities is helping their business and they got the security with the root of trust NIST certified and compliant. Pretty impressive. What's next? What else are you working on because this is where the R&D is on your shoulders for that next level of innovation. Where, what do you guys see that? Because security is a huge deal. That's that great example of how you guys innovated. Cause that'll stop the vector of a tax in the service area of IOT if you can get the servers to lock down and you have firmware that's secure, makes a lot of sense. That's probably the tip of the iceberg. What else is happening with security? >> Kirk: So when we think about security and our efforts on advanced development research around the machine what you're seeing here with the proliance is making the machines more secure. The inherent platform more secure. But the other thing I would point to you is the application we're running on the prototype. Large scale graph inference. And this is security because you have a platform like the machine. Able to digest hundreds and hundreds of tera bytes worth of log data to look for that fingerprint, that subtle clue that you have a system that has been compromised. And these are not blatant let's just blast everything out to some dot dot x x x sub domain, this is an advanced persistent thread by a very capable adversary who is very subtle in their reach out from a system that has been compromised to that command and control server. The signs are there if you can look at the data holistically. If you can look at that DNS log, graph of billions of entries everyday, constantly changing, if you can look at that as a graph in totality in a timeframe that matters then that's an empowering thing for a cyber defense team and I think that's one of the interesting things that we're adding to this discussion. Not only protect, detect and recover, but giving offensive weapons to our cyber defense team so they can hunt, they can hunt for those events for system threats. >> John: One of the things, Andrew I'll get your thoughts and reaction to this because Ill make an observation and you guys can comment and tell me I'm all wet, fell off the deep end or what not. Last year HP had great marketing around the machine. I love that Star Trek ad. It was beautiful and it was just... A machine is very, a great marketing technique. I mean use the machine... So a lot of people set expectations on the machine You saw articles being written maybe these people didn't understand it. Little bit pulled back, almost dampered down a little bit in terms of the marketing of the machine, other than the bin. Is that because you don't yet know what it's going to look like? Or there's so many broader possibilities where you're trying to set expectations? Cause the machine certainly has a lot of range and it's almost as if I could read your minds you don't want to post the position too early on what it could do. And that's my observation. Why the pullback? I mean certainly as a marketer I'd be all over that. >> Andrew: Yeah, I think part of it has been intentional just on how the ecosystem, we need the ecosystem developed kind of around this at the same time. Meaning, there are a lot of kind of moving parts to it whether it's around the open source community and kind of getting their head wrapped around what is this new architecture look like. We've got things like you know the Jin Zee Consortium where we're pouring a lot of our understanding and knowledge into that. And so we need a lot of partners, we know we're in a day and an age where look there's no single one company that's going to do every piece and part themselves. So part of it is kind of enough to get out there, to get the buzz, get the excitement to get other people then on board and now we have been heads down especially this last six months of... >> John: Jamming hard on it. >> Getting it all together. You know you think about what we showed first essentially first booted the thing in November and now you know we've got it running at this scale, that's really been the focus. But we needed a lot of that early engagement, interaction to get a lot of the other, members of the ecosystem kind of on board and starting to contribute. And really that's where we're at today. >> John: It's almost you want it let it take its own course organically because you mentioned just on the cyber surveillance opportunity around the crunching, you kind of don't know yet what the killer app is right? >> And that's the great thing of where we're at today now that we have kind of the prototype running at scale like this, it is allowing us to move beyond, look we've had the simulators to work with, we've had kind of emulation vehicles now you've got the real thing to run actual workloads on. You know we had the announcement around DZ and E as kind of an early early example, but it really now will allow us to do some refinement that allows us to get to those product concepts. >> Dave: I want to just ask the closing question. So I've had this screen here, it's like the theater, and I've been seeing these great things coming up and one was "Moore's Law is dead." >> Oh that was my session this morning. >> Another one was block chain. And unfortunately I couldn't hear it but I could see the tease. So when you guys come to work in the morning what's kind of the driving set of assumptions for you? Is it just the technology is limitless and we're going to go figure it out or are there things that sort of frame your raison d'etre? That drive your activities and thinking? And what are the fundamental assumptions that you guys use to drive your actions? >> Kirk: So what's been driving me for the last couple years is this exponential growth of information that we create as a species. That seems to have no upper bounding function that tamps it down. At the same time, the timeframe we want to get from information, from raw information to insight that we can take action on seems to be shrinking from days, weeks, minutes... Now it's down to micro seconds. If I want to have an intelligent power grid, intelligent 3G communication, I have to have micro seconds. So if you look at those two things and at the same time we just have to be the lucky few who are sitting in these seats right when Moore's Law is slowing down and will eventually flatten out. And so all the skills that we've had over the last 28 years of my career you look at those technologies and you say "Those aren't the ones that are going "to take us forward." This is an opportunity for us to really look and examine every piece of this, because if was something we could of just can't we just dot dot dot do one thing? We would do it, right? We can't just do one thing. We have to be more holistic if we're going to create the next 20, 30, 40 years of innovation. And that's really what I'm looking at. How do we get back exponential scaling on supply to meet this unending exponential demand? >> Dave: So technically I would imagine, that's a very hard thing to balance because the former says that we're going to have more data than we've ever seen. The latter says we've got to act on it fast which is a great trend for memory but the economics are going to be such a challenge to meet, to balance that. >> Kirk: We have to be able to afford the energy, and we have to be able to afford the material cost, and we have to be able to afford the business processes that do all these things. So yeah, you need breakthroughs. And that's really what we've been doing. And I think that's why we're so fortunate at Hewlett Packard Enterprise to have the labs team but also that world class engineering and that world class supply chain and a services team that can get us introduced to every interesting customer around the world who has those challenging problems and can give us that partnership and that insight to get those kind of breakthroughs. >> Dave: And I wonder if there will be a tipping point, if the tipping point will be, and I'm sure you've thought about this, a change in the application development model that drives so much value and so much productivity that it offsets some of the potential cost issues of changing the development paradigm. >> And I think you're seeing hints of that. Now we saw this when we went from systems of record, OLTP systems, to systems of engagement, mobile systems, and suddenly new ways to develop it. I think now the interesting thing is we move over to systems of action and we're moving from programmatic to training. And this is this interesting thing if you have those data bytes of data you can't have a pair of human eyeballs in front of that, you have to have a machine learning algorithm. That's the only thing that's voracious enough to consume this data in a timely enough fashion to get us answers, but you can't program it. We saw those old approaches in old school A.I., old school autonomous vehicle programs, they go about 10 feet, boom, and they'd flip over, right? Now you know they're on our streets and they are functioning. They're a little bit raw right now but that improvement cycle is fantastic because they're training, they're not programming. >> Great opportunity to your point about Moore's Law but also all this new functionality that has yet been defined, is right on the doorstep. Andrew, Kirk thank you so much for sharing. >> Andrew: Thank you >> Great insight, love Hewlett Packard Labs love the R&D conversation. Gets us a chance to go play in the wild and dream about the future you guys are out creating it congratulations and thanks for spending the time on The Cube, appreciate it. >> Thanks. >> The Cube coverage will continue here live at Las Vegas for HPE Discover 2017, Hewlett Packard Enterprises annual event. We'll be right back with more, stay with us. (bright music)
SUMMARY :
brought to you by Hewlett Packard Enterprise. go outside the lines if you will? kind of near term, maybe you know one to three I mean that's what you're... all that good stuff, you guys still have Breakthroughs, how do we differentiate is the security and chip thing was pretty hot, of $265 billion tam but the notable So that the customers don't have to taking on more of that burden to allow you in terms of what you know just from I mean but, this is the truth. that we created the applications for the... A lot of people don't know that Right now almost all that data on the edge vision, you got to apply R&D to the problem... How are you guys bringing in the young guns? All of that needs to happen at the edge as well Dave: So Kirk you have your machine button, So when I first entered you talked about So in terms of the three that Andrew laid out technologies that over the last three years of gateways, I think we can see these intercept that kind of magnifies the model we were So how much do you guys get involved hey we think you know maybe this system that has all of the combined capacity the servers to lock down and you have firmware But the other thing I would point to you John: One of the things, the ecosystem, we need the ecosystem kind of on board and starting to contribute. And that's the great thing of where we're the theater, and I've been seeing these that you guys use to drive your actions? and at the same time we just have to be but the economics are going to be such a challenge the energy, and we have to be able to afford that it offsets some of the potential cost issues to get us answers, but you can't program it. is right on the doorstep. and thanks for spending the time on We'll be right back with more, stay with us.
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John Cavanaugh, HP - #SparkSummit - #theCUBE
>> Announcer: Live from San Francisco, it's theCube, covering Spark Summit 2017, brought to you by Databricks. >> Welcome back to theCube at Spark Summit 2017. I don't know about you, George, I'm having a great time learning from all of our attendees. >> We've been absorbing now for almost two days. >> Yeah, well, and we're about to absorb a little bit more here, too, because the next guest, I looking forward to, I saw his name on the schedule, all right, that's the guy who talks about herding cats, it's John Cavanaugh, Master Architect from HP. John, welcome to the show. >> Great, thanks for being here. >> Well, I did see, I don't know if it's about cats in the Internet, but either cats or self-driving cars, one of the two in analogies. But talk to us about your session. Why did you call it Herding Cats, and is that related to maybe the organization at HP? >> Yeah, there's a lot of organizational dynamics as part of our migration at Spark. HP is a very distributed organization, and it has had a lot of distributed autonomy, so, you know, trying to get centralized activity is often a little challenging. You guys have often heard, you know, I am from the government, I'm here to help. That's often the kind of shields-up response you will get from folks, so we got a lot of dynamics in terms of trying to bring these distributed organizations on board to a new common platform, and a allay many of the fears that they had with making any kind of a change. >> So, are you centered at a specific division? >> So, yes, I'm the print platforms and future technology group. You know, there's two large business segments with HP. There's our personal systems group that produces everything from phones to business PCs to high-end gaming. But I'm in the printing group, and while many people are very familiar with your standard desktop printer, you know, the printers we sell really vary from a very small product we call Sprocket, it fits in your hand, battery-operated, to literally a web press that's bigger than your house and prints at hundreds of feet per minute. So, it's a very wide product line, and it has a lot of data collection. >> David: Do you have 3D printing as well? >> We do have 3D printing as well. That's an emergent area for us. I'm not super familiar with that. I'm mostly on the 2D side, but that's a very exciting space as well. >> So tell me about what kind of projects that you're working on that do require that kind of cross-team or cross-departmental cooperation. >> So, you know, in my talk, I talked about the Wild West Era of Big Data, and that was prior to 2015, and we had a lot of groups that were standing up all kinds of different big data infrastructures. And part of this stems from the fact that we were part of HP at the time, and we could buy servers and racks of servers at cost. Storage was cheap, all these things, so they sprouted up everywhere. And, around 2015, everybody started realizing, oh my God, this is completely fragmented. How do we pull things back together? And that's when a lot of groups started trying to develop platformish types of activities, and that's where we knew we needed to go, but there was even some disagreement from different groups, how do we move forward. So, there's been a lot of good work within HP in terms of creating a virtual community, and Spark really kind of caught on pretty quickly. Many people were really tired of kind of Hadoop. There were a lot of very opinionated models in Hadoop, where Spark opens up a lot more into the data science community. So, that went really well, and we made a big push into AWS for much of our cloud activities, and we really ended up then pretty quickly with Databricks as an enterprise partner for us. >> And so, George, you've done a lot of research. I'm sure you talked to enterprise companies along the way. Is this a common issue with big enterprises? >> Well, for most big data projects they've started, the ones we hear a lot about is there's a mandate from the CIO, we need a big data strategy, and so some of those, in the past, stand up five or 10-node Hadoop cluster and run some sort of pilot and say, this is our strategy. But is sounds like you herded a lot of cats... >> We had dozens of those small Hadoop clusters all around the company. (laughter) >> So, how did you go about converting that energy, that excess energy towards something more harmonized around Databricks? >> Well, a lot of people started recognizing we had a problem, and this really wasn't going to scale, and we really needed to come up with a broader way to share things across the organization. So, the timing was really right, and a lot of people were beginning to understand that. And, you know, we said for us, probably about five different kind of key decisions we ended up making. And part of the whole strategy was to empower the businesses. As I have mentioned, we are a very distributed organization, so, you can't really dictate the businesses. The businesses really need the owners' success. And one of the decisions that was made, it might be kind of controversial for many CIOs, is that we've made a big push on cloud-hosted and business-owned, not IT-owned. And one of the real big reasons for that is we were no longer viewing data and big data as kind of a business-intelligence activity or a standardized reporting activity. We really knew that, to be successful moving forward, is needed to be built into our products and services, and those products and services are managed by the businesses. So, it can't be something that would be tossed off to an IT organization. >> So that the IT organization, then, evolved into being more of an innovative entity versus a reactive or supportive entity for all those different distributing groups. >> Well, in our regard, we've ended up with AWS as part of our activity, and, really, much of our big data activities are driven by the businesses. The connections we have with IT are more related to CRM and product data master sheets and selling in channels and all that information. >> But if you take a bunch of business-led projects and then try and centralize some aspect of them, wouldn't IT typically become the sort of shared infrastructure architecture advisor for that, and then the businesses now have a harmonized platform on which they can build shared data sets? >> Actually, in our case, that's what we did. We had a lot of our businesses that already had significant services hosted in AWS. And those were very much part of the high-data generators. So, it became a very natural evolution to continue with some of our AWS relationships and continue on to Databricks. So, as an organization today, we have three kind of main buckets for our Databricks, but, you know, any business, they can get their accounts. We try and encourage everything to get into a data link, and that's three, and Parquet formats, one of the decisions that was adapted. And then, from there, people can begin to move. You know, you can get notebooks, you can share notebooks, you can look at those things. You know, the beauty of Databricks and AWS is instant on. If I want to play around with something with a half a dozen nodes, it's great. If I need a thousand for a workload, boom, I've got it! I know, kind of others, then, with this cost and the value returned, there's really no need for permissions or coordination with other entities, and that's kind of what we wanted the businesses to have that autonomy to drive their business success. >> But, does there not to be some central value added in the way of, say, data curation through a catalog or something like that? >> Yes, so, this is not necessarily a model where all the businesses are doing all kinds of crazy things. One of the things that we shepherded by one of our CTOs and the other functions, we ended up creating a virtual community within HP. This kind of started off with a lot of "tribal elders" or "tribal leaders." With this virtual community, today we get together every two weeks, and we have presentations and discussions on all things from data science into machine learning, and that's where a lot of this activity around how do we get better at sharing. And this is fostered, kind of splinters off for additional activity. So we have one on data telemetry within our organization. We're trying to standardize more data formats and schemas for those so we can have more broader sharing. So, these things have been occurring more organically as part of a developer enablement kind of moving up rather than more of kind of dictates moving down. >> That's interesting. Potentially, really important, when you say, you're trying to standardize some of the telemetry, what are you instrumenting. Is it just all the infrastructure or is it some of the products that HP makes? >> It's definitely the products and the software. You know, like I said, we manage a huge spectrum of print products, and my apologies if I'm focusing on it, but that is what I know the best. You know, we've actually been doing telemetry and analysis since the late 90s. You know, we wanted to understand use of supplies and usage so we could do our own forecasting, and that's really, really grown over the years. You know, now, we have parts of our services organization management services, where they're offering big data analytics as part of the package, and we provide information about predictive failure of parts. And that's going to be really valuable for some of our business partners that allows them. We have all kinds fancy algorithms that we work on. The customers have specific routes that they go for servicing, and we may be able to tell them, hey, in a certain time period, we think these devices in your field so you can coordinate your route to hit those on an efficient route rather than having to make a single truck roll for one repair, and do that before a customer experiences a problem. So, it's been kind of a great example of different ways that big data can impact the business. >> You know, I think Ali mentioned in the keynote this morning about the example of a customer getting a notification that their ink's going to run out, and the chance that you get to touch that customer and get them to respond and buy, you could make millions of dollar difference, right? Let's talk about some of the business outcomes and the impact that some of your workers have done, and what it means, really, to the business. >> Right now, we're trying to migrate a lot of legacy stuff, and you know, that's kind of boring. (laughs) It's just a lot of work, but there are things that need to happen. But there's really the power of the big data platform has been really great with Databricks. I know, John Landry, one of our CTOs, he's in the personal systems group. He had a great example on some problems they had with batteries and laptops, and, you know, they have a whole bunch of analytics. They've been monitoring batteries, and they found a collection of batteries that experienced very early failure rates. I happen to be able to narrow it down to specific lots from a specific supplier, and they were able to reach out to customers to get those batteries replaced before they died. >> So, a mini-recall instead of a massive PR failure. (laughs) >> You know, it was really focused on, you know, customers didn't even know they were going to have a problem with these batteries, that they were going to die early. You know, you got to them ahead of time, told them we knew this was going to be a problem and try to help them. I mean, what a great experience for a customer. (laughs) That's just great. >> So, once you had this telemetry, and it sounds like a bunch of shared repositories, not one intergalactic one. What were some of the other use cases like, you know, like the battery predictive failure type scenarios. >> So, you know, we have some very large gaps, or not gaps, with different categories. We have clearly consumer products. You know, you sell millions and millions of those, and we have little bit of telemetry with those. I think we want to understand failures and ink levels and some of these other things. But, on our commercial web presses, these very large devices, these are very sensitive. These things are down, they have a big problem. So, these things are generating all kinds of data. All right, we have systems on a premise with customers that are alerting them to potential failures, and there's more and more activity going on there to understand predictive failure and predictive kind of tolerance slippages. I'm not super familiar with that business, but I know some guys that they've started introducing more sensors into products, specifically so they can get more data, to understand things. You know, slight variations in tensioning and paper, you know, these things that are running hundreds of feet per minute can have a large impact. So, I think that's really where we see more and more of the value coming from is being able to return that value back to the customer, not just help us make better decisions, but to get that back to the customer. You know, we're talking about expanding more customer-facing analytics in these cases, or we'll expose to customers some of the raw data, and they can build their own dashboards. Some of these industries have traditionally been very analog, so this move to digital web process and this mountain of data is a little new for them, but HP can bring a lot to the table in terms of our experience in computing and big data to help them with their businesses. >> All right, great stuff. And we just got a minute to go before we're done. I have two questions for you, the first is an easy yes/no question. >> John: Okay. >> Is Purdue going to repeat as Big 10 champ in basketball? >> Oh, you know, I don't know. (laughs) I hope so! >> We both went to Purdue. >> I'm more focused on the Warriors winning. (laughter) >> All right, go Warriors! And, the real question is, what surprised you the most? This is your first Spark Summit. What surprised you the most about the event? >> So, you know, you see a lot of Internet-born companies, and it's amazing how many people have just gone fully native with Spark all over the place, and it's a beautiful thing to see. You know, in larger enterprises, that transition doesn't happen like that. I'm kind of jealous. (laughter) We have a lot more things slug through, but the excitement here and all the things that people are working on, you know, you can only see so many tracks. I'm going to have to spend two days when I get back, just watching the videos on all of the tracks I couldn't attend. >> All right, Internet-born companies versus the big enterprise. Good luck herding those cats, and thank you for sharing your story with us today and talking a little bit about the culture there at HP. >> John: Thank you very much. >> And thank you all for watching this segment of theCube. Stay with us, we're still covering Spark Summit 2017. This is Day Two, and we're not done yet. We'll see you in a few minutes. (theCube jingle)
SUMMARY :
covering Spark Summit 2017, brought to you by Databricks. Welcome back to theCube at Spark Summit 2017. all right, that's the guy who talks about herding cats, and is that related to maybe the organization at HP? and a allay many of the fears that they had and it has a lot of data collection. I'm mostly on the 2D side, that you're working on and we had a lot of groups that were standing up I'm sure you talked to enterprise companies along the way. the ones we hear a lot about is all around the company. and we really needed to come up with So that the IT organization, then, evolved and selling in channels and all that information. and Parquet formats, one of the decisions that was adapted. One of the things that we shepherded or is it some of the products that HP makes? and that's really, really grown over the years. and the chance that you get to touch that customer a lot of legacy stuff, and you know, that's kind of boring. So, a mini-recall instead of a massive PR failure. You know, it was really focused on, you know, What were some of the other use cases like, you know, and we have little bit of telemetry with those. And we just got a minute to go before we're done. Oh, you know, I don't know. I'm more focused on the Warriors winning. And, the real question is, what surprised you the most? and it's a beautiful thing to see. and thank you for sharing your story with us today And thank you all for watching this segment of theCube.
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Natalia Vassilieva & Kirk Bresniker, HP Labs - HPE Discover 2017
>> Announcer: Live from Las Vegas, it's the CUBE! Covering HPE Discover 2017. Brought to you by Hewlett Packard Enterprise. >> Hey, welcome back, everyone. We are live here in Las Vegas for SiliconANGLE Media's CUBE exclusive coverage of HPE Discover 2017. I'm John Furrier, my co-host, Dave Vellante. Our next guest is Kirk Bresniker, fellow and VP chief architect of Hewlett Packard Labs, and Natalia Vassilieva, senior research manager, Hewlett Packard Labs. Did I get that right? >> Yes! >> John: Okay, welcome to theCUBE, good to see you. >> Thank you. >> Thanks for coming on, really appreciate you guys coming on. One of the things I'm most excited about here at HPE Discover is, always like to geek out on the Hewlett Packard Labs booth, which is right behind us. If you go to the wide shot, you can see the awesome display. But there's some two things in there that I love. The Machine is in there, which I love the new branding, by the way, love that pyramid coming out of the, the phoenix rising out of the ashes. And also Memristor, really game-changing. This is underlying technology, but what's powering the business trends out there that you guys are kind of doing the R&D on is AI, and machine learning, and software's changing. What's your thoughts as you look at the labs, you look out on the landscape, and you do the R&D, what's the vision? >> One of the things what is so fascinating about the transitional period we're in. We look at the kind of technologies that we've had 'til date, and certainly spent a whole part of my career on, and yet all these technologies that we've had so far, they're all kind of getting about as good as they're going to get. You know, the Moore's Law semiconductor process steps, general-purpose operating systems, general-purpose microprocessors, they've had fantastic productivity growth, but they all have a natural life cycle, and they're all maturing. And part of The Machine research program has been, what do we think is coming next? And really, what's informing us as what we have to set as the goals are the kinds of applications that we expect. And those are data-intensive applications, not just petabytes, exabytes, but zettabytes. Tens of zettabytes, hundreds of zettabytes of data out there in all those sensors out there in the world. And when you want to analyze that data, you can't just push it back to the individual human, you need to employ machine learning algorithms to go through that data to call out and find those needles in those increasingly enormous haystacks, so that you can get that key correlation. And when you don't have to reduce and redact and summarize data, when you can operate on the data at that intelligent edge, you're going to find those correlations, and that machine learning algorithm is going to be that unbiased and unblinking eye that's going to find that key relationship that'll really have a transformational effect. >> I think that's interesting. I'd like to ask you just one follow-up question on that, because I think, you know, it reminds me back when I was in my youth, around packets, and you'd get the buffer, and the speeds, and feeds. At some point there was a wire speed capability. Hey, packets are moving, and you can do all this analysis at wire speed. What you're getting at is, data processing at the speed of, as fast as the data's coming in and out. Is that, if I get that right, is that kind of where you're going with this? Because if you have more data coming, potentially an infinite amount of data coming in, the data speed is going to be so high-velocity, how do you know what a needle looks like? >> I think that's a key, and that's why the research Natalia's been doing is so fundamental, is that we need to be able to process that incredible amount of information and be able to afford to do it. And the way that you will not be able to have it scale is if you have to take that data, compress it, reduce it, select it down because of some pre-determined decision you've made, transmit it to a centralized location, do the analysis there, then send back the action commands. Now, we need that cycle of intelligence measurement, analysis and action to be microseconds. And that means it needs to happen at the intelligent edge. I think that's where the understanding of how machine learning algorithms, that you don't program, you train, so that they can work off of this enormous amount of data, they voraciously consume the data, and produce insights. That's where machine learning will be the key. >> Natalia, tell us about your research on this area. Curious. Your thoughts. >> We started to look at existing machine learning algorithms, and whether their limiting factors today in the infrastructure which don't allow to progress the machine learning algorithms fast enough. So, one of the recent advances in AI is appearance, or revival, of those artificial neural networks. Deep learning. That's a very large hype around those types of algorithms. Every speech assistant which you get, Siri in your phone, Cortana, or whatever, Alexa by Amazon, all of them use deep learning to train speech recognition systems. If you go to Facebook and suddenly it starts you to propose to mark the faces of your friends, that the face detection, face recognition, also that was deep learning. So that's a revival of the old artificial neural networks. Today we are capable to train byte-light enough models for those types of tasks, but we want to move forward. We want to be able to process larger volumes of data, to find more complicated patterns, and to do that, we need more compute power. Again, today, the only way how you can add more compute power to that, you scale out. So there is no compute device on Earth today which is capable to do all the computation. You need to have many of them interconnect together, and they all crunch numbers for the same problem. But at some point, the communication between those nodes becomes a bottleneck. So you need to let know laboring node what you achieved, and you can't scale out anymore. Adding yet another node to the cluster won't lead up to the reduction of the training time. With The Machine, when we have added the memory during computing architecture, when all data seeds in the same shared pool of memory, and when all computing nodes have an ability to talk to that memory. We don't have that limitation anymore. So for us, we are looking forward to deploy those algorithms on that type of architecture. We envision significant speedups in the training. And it will allow us to retrain the model on the new data, which is coming. To do not do training offline anymore. >> So how does this all work? When HP split into two companies, Hewlett Packard Labs went to HPE and HP Labs went to HP Ink. So what went where, and then, first question. Then second question is, how do you decide what to work on? >> I think in terms of how we organize ourselves, obviously, things that were around printing and personal systems went to HP Ink. Things that were around analytics, enterprise, hardware and research, went to Hewlett Packard Labs. The one thing that we both found equally interesting was security, 'cause obviously, personal systems, enterprise systems, we all need systems that are increasingly secure because of the advanced, persistent threats that are constantly assaulting everything from our personal systems up through enterprise and public infrastructure. So that's how we've organized ourselves. Now in terms of what we get to work on, you know, we're in an interesting position. I came to Labs three years ago. I used to be the chief technologist for the server global business unit. I was in the world of big D, tiny R. Natalia and the research team at Labs, they were out there looking out five, 10, 15, or 20 years. Huge R, and then we would meet together occasionally. I think one of the things that's happened with our machine advanced development and research program is, I came to Labs not to become a researcher, but to facilitate that communication to bring in the engineering, the supply chain team, that technical and production prowess, our experience from our services teams, who know how things actually get deployed in the real world. And I get to set them at the bench with Natalia, with the researchers, and I get to make everyone unhappy. Hopefully in equal amounts. That the development teams realize we're going to make some progress. We will end up with fantastic progress and products, both conventional systems as well as new systems, but it will be a while. We need to get through, that's why we had to build our prototype. To say, "No, we need a construction proof of these ideas." The same time, with Natalia and the research teams, they were always looking for that next horizon, that next question. Maybe we pulled them a little bit closer, got a little answers out of them rather than the next question. So I think that's part of what we've been doing at the Labs is understanding, how do we organize ourselves? How do we work with the Hewlett Packard Enterprise Pathfinder program, to find those little startups who need that extra piece of something that we can offer as that partnering community? It's really a novel approach for us to understand how do we fill that gap, how do we still have great conventional products, how do we enable breakthrough new category products, and have it in a timeframe that matters? >> So, much tighter connection between the R and the D. And then, okay, so when Natalia wants to initiate a project, or somebody wants Natalia to initiate a project around AI, how does that work? Do you say, "Okay, submit an idea," and then it goes through some kind of peer review? And then, how does it get funded? Take us through that. >> I think I'll give my perspective, I would love to hear what you have from your side. For me, it's always been organic. The ideas that we had on The Machine, for me, my little thread, one of thousands that's been brought in to get us to this point, started about 2003, where we were getting ready for, we're midway through Blade Systems C-class. A category-defining product. A absolute home run in defining what a Blade system was going to be. And we're partway through that, and you realize you got a success on your hands. You think, "Wow, nothing gets better than this!" Then it starts to worry, what if nothing gets better than this? And you start thinking about that next set of things. Now, I had some insights of my own, but when you're a technologist and you have an insight, that's a great feeling for a little while, and then it's a little bit of a lonely feeling. No one else understands this but me, and is it always going to be that way? And then you have to find that business opportunity. So that's where talking with our field teams, talking with our customers, coming to events like Discover, where you see business opportunities, and you realize, my ingenuity and this business opportunity are a match. Now, the third piece of that is someone who can say, a business leader, who can say, "You know what?" "Your ingenuity and that opportunity can meet "in a finite time with finite resources." "Let's do it." And really, that's what Meg and leadership team did with us on The Machine. >> Kirk, I want to shift gears and talk about the Memristor, because I think that's a showcase that everyone's talking about. Actually, The Machine has been talked about for many years now, but Memristor changes the game. It kind of goes back to old-school analog, right? We're talking about, you know, login, end-login kind of performance, that we've never seen before. So it's a completely different take on memory, and this kind of brings up your vision and the team's vision of memory-driven computing. Which, some are saying can scale machine learning. 'Cause now you have data response times in microseconds, as you said, and provisioning containers in microseconds is actually really amazing. So, the question is, what is memory-driven computing? What does that mean? And what are the challenges in deep learning today? >> I'll do the machine learning-- >> I will do deep learning. >> You'll do the machine learning. So, when I think of memory-driven computing, it's the realization that we need a new set of technologies, and it's not just one thing. Can't we just do, dot-dot-dot, we would've done that one thing. This is more taking a holistic approach, looking at all the technologies that we need to pull together. Now, memories are fascinating, and our Memristor is one example of a new class of memory. But they also-- >> John: It's doing it differently, too, it's not like-- >> It's changing the physics. You want to change the economics of information technology? You change the physics you're using. So here, we're changing physics. And whether it's our work on the Memristor with Western Digital and the resistive RAM program, whether it's the phase-change memories, whether it's the spin-torque memories, they're all applying new physics. What they all share, though, is the characteristic that they can continue to scale. They can scale in the layers inside of a die. The die is inside of a package. The package is inside of a module, and then when we add photonics, a transformational information communications technology, now we're scaling from the package, to the enclosure, to the rack, cross the aisle, and then across the data center. All that memory accessible as memory. So that's the first piece. Large, persistent memories. The second piece is the fabric, the way we interconnect them so that we can have great computational, great memory, great communication devices available on industry open standards, that's the Gen-Z Consortium. The last piece is software. New software as well as adapting existing productive programming techniques, and enabling people to be very productive immediately. >> Before Natalia gets into her piece, I just want to ask a question, because this is interesting to me because, sorry to get geeky here, but, this is really cool because you're going analog with signaling. So, going back to the old concepts of signaling theory. You mentioned neural networks. It's almost a hand-in-glove situation with neural networks. Here, you have the next question, which is, connect the dots to machine learning and neural networks. This seems to be an interesting technology game-changer. Is that right? I mean, am I getting this right? What's this mean? >> I'll just add one piece, and then hear Natalia, who's the expert on the machine learning. For me, it's bringing that right ensemble of components together. Memory technologies, communication technologies, and, as you say, novel computational technologies. 'Cause transistors are not going to get smaller for very much longer. We have to think of something more clever to do than just stamp out another copy of a standard architecture. >> Yes, you asked about changes of deep learning. We look at the landscape of deep learning today, and the set of tasks which are solved today by those problems. We see that although there is a variety of tasks solved, most of them are from the same area. So we can analyze images very efficiently, we can analyze video, though it's all visual data, we can also do speech processing. There are few examples in other domains, with other data types, but they're much fewer. It's much less knowledge how to, which models to train for those applications. The thing that one of the challenges for deep learning is to expand the variety of applications which it can be used. And it's known that artificial neural networks are very well applicable to the data where there are many hidden patterns underneath. And there are multi-dimensional data, like data from sensors. But we still need to learn what's the right topology of neural networks to do that. What's the right algorithm to train that. So we need to broaden the scope of applications which can take advantage of deep learning. Another aspect is, which I mentioned before, the computational power of today's devices. If you think about the well-known analogy of artificial neural network in our brain, the size of the model which we train today, the artificial neural networks, they are much, much, much smaller than the analogous thing in our brain. Many orders of magnitude. It was shown that if you increase the size of the model, you can get better accuracy for some tasks. You can process a larger variety of data. But in order to train those large models, you need more data and you need more compute power. Today, we don't have enough compute power. Actually did some computation, though in order to train a model which is comparable in size with our human brain, you will need to train it in a reasonable time. You will need a compute device which is capable to perform 10 to the power of 26 floating-point operations per second. We are far, far-- >> John: Can you repeat that again? >> 10 to the power of 26. We are far, far below that point now. >> All right, so here's the question for you guys. There's all this deep learning source code out there. It's open bar for open source right now. All this goodness is pouring in. Google's donating code, you guys are donating code. It used to be like, you had to build your code from scratch. Borrow here and there, and share in open source. Now it's a tsunami of greatness, so I'm just going to build my own deep learning. How do customers do that? It's too hard. >> You are right on the point to the next challenge of deep learning, which I believe is out there. Because we have so many efforts to speed up the infrastructure, we have so many open source libraries. So now the question is, okay, I have my application at hand. What should I choose? What is the right compute node to the deep learning? Everybody use GPUs, but is it true for all models? How many GPUs do I need? What is the optimal number of nodes in the cluster? And we have a research effort towards to answer those questions as well. >> And a breathalyzer for all the drunk coders out there, open bar. I mean, a lot of young kids are coming in. This is a great opportunity for everyone. And in all seriousness, we need algorithms for the algorithms. >> And I think that's where it's so fascinating. We think of some classes of things, like recognizing written handwriting, recognizing voice, but when we want to apply machine learning and algorithms to the volume of sensor data, so that every manufactured item, and not only every item we manufacture, but every factory that can be fully instrumented with machine learning understanding how it can be optimized. And then, what of the business processes that are feeding that factory? And then, what are the overall economic factors that are feeding that business? And instrumenting and having this learning, this unblinking, unbiased eye examining to find those hidden correlations, those hidden connections, that could yield a very much more efficient system at every level of human enterprise. >> And the data's more diverse now than ever. I'm sorry to interrupt, but in Voice you mentioned you saw Siri, you see Alexa, you see Voice as one dataset. Data diversity's massive, so more needles, more types of needles than ever before. >> In that example that you gave, you need a domain expert. And there's plenty of those, but you also need a big brain to build the model, and train the model, and iterate. And there aren't that many of those. Is the state of machine learning and AI going to get to the point where that problem will solve itself, or do we just need to train more big brains? >> Actually, one of the advantages of deep learning that you don't need that much effort from the domain experts anymore, from the step which was called future engineering, like, what do you do with your data before you throw machine learning algorithm into that? So they're, pretty thing, cool thing about deep learning, artificial neural network, that you can throw almost raw data into that. And there are some examples out there, that the people without any knowledge in medicine won the competition of the drug recognition by applying deep neural networks to that, without knowing all the details about their connection between proteins, like that. Not domain experts, but they still were able to win that competition. Just because algorithm that good. >> Kirk, I want to ask you a final question before we break in the segment because, having spent nine years of my career at HP in the '80s and '90s, it's been well-known that there's been great research at HP. The R&D has been spectacular. Not too much R, I mean, too much D, not enough applied, you mention you're bringing that to market faster, so, the question is, what should customers know about Hewlett Packard Labs today? Your mission, obviously the memory-centric is the key thing. You got The Machine, you got the Memristor, you got a novel way of looking at things. What's the story that you'd like to share? Take a minute, close out the segment and share Hewlett Packard Labs' mission, and what expect to see from you guys in terms of your research, your development, your applications. What are you guys bringing out of the kitchen? What's cooking in the oven? >> I think for us, it is, we've been given an opportunity, an opportunity to take all of those ideas that we have been ruminating on for five, 10, maybe even 15 years. All those things that you thought, this is really something. And we've been given the opportunity to build a practical working example. We just turned on the prototype with more memory, more computation addressable simultaneously than anyone's ever assembled before. And so I think that's a real vote of confidence from our leadership team, that they said, "Now, the ideas you guys have, "this is going to change the way that the world works, "and we want to see you given every opportunity "to make that real, and to make it effective." And I think everything that Hewlett Packard Enterprise has done to focus the company on being that fantastic infrastructure, provider and partner is just enabling us to get this innovation, and making it meaningful. I've been designing printed circuit boards for 28 years, now, and I must admit, it's not as, you know, it is intellectually stimulating on one level, but then when you actually meet someone who's changing the face of Alzheimer's research, or changing the way that we produce energy as a society, and has an opportunity to really create a more sustainable world, then you say, "That's really worth it." That's why I get up, come to Labs every day, work with fantastic researchers like Natalia, work with great customers, great partners, and our whole supply chain, the whole team coming together. It's just spectacular. >> Well, congratulations, thanks for sharing the insight on theCUBE. Natalia, thank you very much for coming on. Great stuff going on, looking forward to keeping the progress and checking in with you guys. Always good to see what's going on in the Lab. That's the headroom, that's the future. That's the bridge to the future. Thanks for coming in theCUBE. Of course, more CUBE coverage here at HP Discover, with the keynotes coming up. Meg Whitman on stage with Antonio Neri. Back with more live coverage after this short break. Stay with us. (energetic techno music)
SUMMARY :
Brought to you by Hewlett Packard Enterprise. Did I get that right? the business trends out there that you guys and that machine learning algorithm is going to be the data speed is going to be so high-velocity, And the way that you will not be able to have it scale Natalia, tell us about your research on this area. and to do that, we need more compute power. Then second question is, how do you decide what to work on? And I get to set them at the bench Do you say, "Okay, submit an idea," and is it always going to be that way? and the team's vision of memory-driven computing. it's the realization that we need a new set of technologies, that they can continue to scale. connect the dots to machine learning and neural networks. We have to think of something more clever to do What's the right algorithm to train that. 10 to the power of 26. All right, so here's the question for you guys. What is the right compute node to the deep learning? And a breathalyzer for all the to the volume of sensor data, I'm sorry to interrupt, but in Voice you mentioned In that example that you gave, you need a domain expert. that you don't need that much effort and what expect to see from you guys "Now, the ideas you guys have, to keeping the progress and checking in with you guys.
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John Landry, HP - Spark Summit East 2017 - Spark Summit East 2017 - #SparkSummit - #theCUBE
>> Live from Boston, Massachusetts, this is the CUBE, covering Spark Summit East 2017 brought to you by databricks. Now, here are your hosts Dave Valante and George Gilbert. >> Welcome back to Boston everyone. It's snowing like crazy outside, it's a cold mid-winter day here in Boston but we're here with the CUBE, the world-wide leader in tech coverage. We are live covering Spark Summit. This is wall to wall coverage, this is our second day here. John Landry with us, he's the distinguished technologist for HP's personal systems data science group within Hewlett Packard. John, welcome. >> Thank you very much for having me here. >> So I was saying, I was joking, we do a lot of shows with HPE, it's nice to have HP back on the CUBE, it's been awhile. But I want to start there. The company split up just over a year ago and it's seemingly been successful for both sides but you were describing to us that you've gone through an IT transformation of sorts within HP. Can you describe that? >> In the past, we were basically a data warehousing type of approach with reporting and what have you coming out of data warehouses, using Vertica, but recently, we made an investment into more of a programming platform for analytics and so where transformation to the cloud is about that where we're basically instead of investing into our own data centers because really, with the split, our data centers went with Hewlett Packard Enterprise, is that we're building our software platform in the cloud and that software platform includes analytics and in this case, we're building big data on top of Spark and so that transformation is huge for us, but it's also enabled us to move a lot faster, the velocity of our business and to be able to match up to that better. Like I said, it's mainly around the software development really more than anything else. >> Describe your role in a little bit more detail inside of HP. >> My role is I'm the leader in our big data investments and so I've been leading teams internally and also collaborating across HP with our print group and what we've done is we've managed to put together a strategy around our cloud-based solution to that. One of the things that was important was we had a common platform because when you put a program platform in place, if it's not common, then we can't collaborate. Our investment could be fractured, we could have a lot of side little efforts going on and what have you so my role is to pry the leadership in the direction for that and also one of the reasons I'm here today is to get involved in the Spark community because our investment is in Spark so that's another part of my role is to get involved with the industry and to be able to connect with the experts in the industry so we can leverage off of that because we don't have that expertise internally. >> What are the strategic and tactical objectives of your analytics initiatives? Is it to get better predictive maintenance on your devices? Is it to create new services for customers? Can you describe that? >> It's two-fold, internal and external so internally, we got millions of dollars of opportunity to better our products with cost, also to optimize our business models and the way we can do that is by using the data that comes back from our products, our services, our customers, combining that together and creating models around that that are then automated and can be turned into apps that can be used internally by our organizations. The second part is to take the same approach, same data, but apply that back towards our customers and so with the split, our enterprise services group also went with Hewlett Packard Enterprise and so now, we have a dedicated effort towards creating manage services for the commercial environment. And that's both on the print size and on the personal system side so to basically fuel that, analytics is a big part of the story. So we've had different things that you'll see out there like touch point manager is one of our services we're delivering in personal systems. >> Dave: What is that? >> Touch point manager is aimed at providing management services for SMB and for commercial environments. So for instance, in touch point manager, we can provide predictive type of capabilities for support. A number of different services that companies are looking for when they buy our products. Another thing we're going after too is device as a service. So there's another thing that we've announced recently that basically we're invested into there and so this is obviously if you're delivering devices as a service, you want to do that as optimal as possible. Well, being able to understand the devices, what's happening with them, been able to predictive support on them, been able to optimize the usage of those devices, that's all important. >> Dave: A lot of data. >> The data really helps us out, right? So the data that we can collect back from our devices and to be able to take that and turn that around into applications that are delivering information inside or outside is huge for us, a huge opportunity. >> It's interesting where you talk about internal initiatives and manage services, which sound like they're most external, but on the internal ones, you were talking about taking customer data and internal data and turning those into live models. Can you elaborate on that? >> Sure, I can give you a great example is on our mobile products, they all have batteries. All of our batteries are instrumented as smart batteries and that's an industry standard but HP actually goes a step further on that, it's the information that we put into our batteries. So by monitoring those batteries and the usage in the field is we can tell how optimally they're performing, but also how they're being used and how we can better design batteries going forward. So in addition, we can actually provide information back into our supply chain. For instance, there's a cell supplier for the battery, there's a pack supplier, there's our unit manufacturer for the product, and so a lot of things that we've been able to uncover is that we can go and improve process. And so improving process alone helps to improve the quality of what we deliver and the quality of the experience to our customers. So that's one example of just using the data, turning that around into a model. >> Is there an advantage to having such high volume, such market share in getting not just more data, but sort of more of the bell curve, so you get the edge conditions? >> Absolutely, it's really interesting because when we started out on this, everybody's used to doing reporting which is absolute numbers and how much did you shift and all that kind of stuff. But, we're doing big data, right? So in big data, you just need a good sample population. Turn the data scientist into that and they've got their statistical algorithms against that. They give you the confidence factor based upon the data that you have so it's absolutely a good factor for us because we don't have to see all the platforms out there. Then, the other thing is, when you look at populations, we see variances in different customers so we're looking at, like one of our populations that's very valuable to us is our own, so we take the 60 thousand units that we have internally at HP and that's one of our sample populations. What a better way to get information on your own products? But, you take that and you take it to one of our other customers and their population's going to look slight different. Why? Because they use the products differently. So one of the things is just usage of the products, the environment they're used in, how they use them. Our sample populations are great in that respect. Of course, the other thing is, very important to point out, we only collect data under the rules and regulations that are out there, so we absolutely follow that and we absolutely keep our data secure and we absolutely keep everything and that's important. Sometimes, today they get a little bit spooked sometimes around that, but the case is that our services are provided based on customers signing up for them. >> I'm guessing you don't collect more data than Google. >> No, we're nowhere near Google. >> So, if you're not spooked at Google - >> That's what I tell people. I say if you got a smartphone, you're giving up a lot more data than we're collecting. >> Buy something from Amazon. Spark, where does Spark fit into all of this? >> Spark is great because we needed a programming platform that could scale in our data centers and in our previous approaches, we didn't have a programming platform. We started with a Hadoop, the Hadoop was very complex though. It really gets down to the hardware and you're programming and trying to distribute that load and getting clusters and you pick up Spark and immediately abstraction. The other thing is it allows me to hire people that can actually program on top of it. I don't have to get someone that knows Map Reduce. I can sit there and it's like what do you know? You know R, Scala, you know Python, it doesn't matter. I can run all of that on top of it. So that's huge for us. The other thing is flat out the speed because as you start getting going with this, we get this pull all of a sudden. It's like well I only need the data like once a month, it's like I need it once a week, I need it once a day, I need the output of this by the hour now. So, the scale and the speed of that is huge and then when you put that on the cloud platform, you know, Spark on a cloud platform like Amazon, now I've got access to all the compute instances. I can scale that, I can optimize it because I don't always need all the power. The flexibility of Spark and being able to deliver that is huge for our success. >> So, I've got to ask some columbo questions and George, maybe you can help me sort of frame it. So you mentioned you were using Hadoop. Like a lot of Hadoop practitioners, you found it very complex. Now, Hewlett Packard has resources. Many companies don't but so you mentioned people out doing Python and R and Scale and Map Reduce, are you basically saying okay, we're going to unify portions of our Hadoop complexity with Spark and that's going to simplify our efforts? >> No, what we actually did was we started on the Hadoop side of it. The first thing we did was try to move from a data warehouse to more of a data lake approach or repository and that was internal, right? >> Dave: And that was a cost reduction? >> That was a cost reduction but also, data accessibility. >> Dave: Yeah, okay. >> The other thing we did was ingesting the data. When you're starting to bring data in from millions of devices, we had a problem coming through the firewall type approach and you got to have something in front of that like a Kafka or something in front of it that can handle it. So when we moved to the cloud, we didn't even try to put up our own, we just used Kinesis and that we didn't have to spend any resources to go solve that problem. Well, the next thing was, when we got the data, you need to ingest the data in and our data's coming in, we want to split it out, we needed to clean it and what you, we actually started out running Java and then we ran Java on top of Hadoop, but then we came across Spark and we said that's it. For us to go to the next step of actually really get into Hadoop, we were going to have to get some more skills and to find the skills to actually program in Hadoop was going to be complex. And to train them organically was going to be complex. We got a lot of smart people, but- >> Dave: You got a lot of stuff to do, too. >> That's the thing, we wanted to spend more time getting information out of the data as opposed to the framework of getting it to run and everything. >> Dave: Okay, so there's a lot of questions coming out. You mentioned Kinesis, so you've replaced that? >> Yeah, when we went to the cloud, we used as many Amazon services as we can as opposed to growing something for ourselves so when we get onto Amazon, you know, getting data into an S3 bucket through Kineses was a no-brainer. When we transferred over to the cloud, it took us less than 30 days to point our devices at Kinesis and we had all our data flowing into S3. So that was like wow, let's go do something else. >> So I got to ask you something else. Again, I love when practitioners come on. So, one of the complaints that I hear sometimes from AWS users and I wonder if you see this is the data pipeline is getting more and more complex. I got an API for Kinesis, one for S3, one for DynamoDB, one for Elastic Plus. There must be 15 proprietary APIs that are primitive, and again, it gets complicated and sometimes it's hard to even figure out what's the right cost model to use. Is that increasingly becoming more complex or is it just so much simpler than what you had before and you're in nirvana right now? >> When you mentioned costs, just the cost of moving to the cloud was a major cost reduction for us. >> Reduction? >> So now it's - >> You had that HP corporate tax on you before - >> Yeah, now we're going from data centers and software licenses. >> So that was a big win for you? >> Yeah, huge, and that released us up to go spend dollars on resources to focus on the data science aspect. So when we start looking at it, we continually optimized, don't get me wrong. But, the point is, if we can bring it up real quickly, that's going to save us a lot of money even if you don't have to maintain it. So we want to focus on creating the code inside of Spark that's actually doing the real work as opposed to the infrastructure. So that cost savings was huge. Now, when you look at it over time, we could've over analyzed that and everything else, but what we did was we used a rapid prototyping approach and then from there, we continued to optimize. So what's really good about the cloud is you can predict the cost and with internal data centers and software licenses and everything else, you can't predict the cost because everybody's trying to figure out who's paying for what. But in the case of the cloud, it's all pretty much you get your bill and you understand what you're paying. So anyway - >> And then you can adjust accordingly? >> We continue to optimize so we use the services but if we have for some reason, it's going to deliver us an advantage, we'll go develop it. But right now, our advantage is we got umteen opportunities to create AI type code and applications to basically automate these services, we don't even have enough resources to do it right now. But, the common programming platform's going to help us. >> Can you drill into those umpteen examples? Just some of them because - >> I mentioned the battery one for instance. So take that across the whole system so now you've got your storage devices, you've got your software that's running on there, we've got built into our system security monitoring at the firmware level just basically connecting into that and adding AI around that is huge because now we can see a tax that may be happening upon your fleet and we can create services out of that. Anything that you can automate around that is money in our pocket or money in our customers' pocket so if we can save them money with these new services, they're going to be more willing to come to HP for products. >> It's actually more than just automation because it's the stuff you couldn't do with 1,000 monkeys trying to write Shakespeare. You have data that you could not get before. >> You're right, what we're doing, the automation is helping us uncover things that we would've never seen and you're right, the whole gorilla walking through the room, I could sit there and I could show you tons of examples of where we're missing the boat. Even when we brought up our first data sets, we started looking at them and some of the stuff we looked at, we thought this is just bad data and actually it wasn't, it was bad product. >> People talk about dark data - >> We had no data models, we had no data model to say is it good or bad? And now we have data models and we're continuing to create those data models around, you create the data model and then you can continue to teach it and that's where we create the apps around it. Our primitives are the data models that we're creating from the device data that we have. >> Are there some of these apps where some of the intelligence lives on the device and it can, like in a security attack, it's a big surface area, you want to lock it down right away. >> We do. The good example on the security is we built something into our products called Sure Start. What essentially it is is we have ability to monitor the firmware layer and so there's a local process that's running independent of everything else that's running that's monitoring what's happening at that firmware level. Well, if there's an attack, it's going to immediately prevent the attack or recover from the attack. Well, that's built into the product. >> But it has to have a model of what this anomalous behavior is. >> Well in our case, we're monitoring what the firmware should look like and if we see that the firmware, you know you take check sums from the firmware or the pattern - >> So the firmware does not change? >> Well basically we can take the characteristics of the firmware and monitor it. If we see that changing, then we know something's wrong. Now it can get corrupt through hardware failure maybe because glitches can happen maybe. I mean solar flares can cause problems sometimes. So, the point is we've found that customers had problems sometimes where basically their firmware would get corrupted and they couldn't start their system. So we're like are we getting attacked? Is this a hardware issue? Could it be bad Flash devices? There's always all kinds of things that could cause that. Well now we monitor it and we know what's going on. Now, the other cool thing is we create logs from that so when those events occur, we can collect those logs and we're monitoring those events so now we can have something monitor the logs that are monitoring all the units. So, if you've got millions of units out there, how are you going to do that manually? You can't and that's where the automation comes in. >> So the logs give you the ability up in the cloud or at HP to look at the ecosystem of devices, but there is intelligence down on the - >> There's intelligence to protect the device in an auto recover which is really cool. So in the past, you had to get your repair. Imagine if someone attacked your fleet of notebooks. Say you got 10 thousand of them and basically it brought every single one of them down one day. What would you do? >> Dave: Freak. >> And everything you got to replace. It was just an attack and it could happen so we basically protect against that with our products and at the same time, we can see that may be a current and then from the footprints of it, we can then do analysis on it and determine was that malicious, is this happening because of a hardware issue, is this happening because maybe we tried to update the firmware and something happened there? What caused that to happen? And so that's where collecting the data from the population then helps us do that and then mix that with other things like service events. Are we seeing service events being driven by this? Thermal, we can look at the thermal data. Maybe there's some kind of heat issue that's causing this to happen. So we starting mixing that. >> Did Samsung come calling to buy this? >> Well, actually what's funny is Samsung is actually a supplier of ours, is a battery supplier of ours. So, by monitoring the batteries, what's interesting is we're helping them out because we go back to them. One of the things I'm working on, is we want to create apps that can go back to them and they can see the performance of their product that they're delivering to us. So instead of us having to call a meeting and saying hey guys let's talk about this, we've got some problems here. Imagine how much time that takes. But if they can self-monitor, then they're going to want to keep supplying to us, then they're going to better their product. >> That's huge. What a productivity boost because you're like hey, we got a problem, let's meet and talk about it and then you take an action to go and figure out what it is. Now if you need a meeting, it's like let's look at the data. >> Yeah, you don't have enough people. >> But there's also potentially a shift in pricing power. I would imagine it shifts a little more in your favor if you have all the data that indicates the quality of their product. >> That's an interesting thing. I don't know that we've reached that point. I think that in the future, it would be something that could be included in the contracts. The fact that the world is the way it is today and data is a big part of that to where going forward, absolutely, the fact that you have that data helps you to better have a relationship with your suppliers. >> And your customers, I mean it used to be that the brand used to have all the information. The internet obviously changed all that, but this whole digital transformation and IOT and all those log data, that sort of levels the playing field back to the brand. >> John: It actually changes it. >> You can now add value for the consumer that you couldn't before. >> And that's what HP's trying to do. We're invested to exactly do that is to really improve or increase the value of our brand. We have a strong brand today but - >> What do you guys do with - we got to wrap - but what do you do with databricks? What's the relationship there? >> Databricks, again we decided that we didn't want to be the experts on managing the whole Spark thing. The other part was that we're going to be involved with Spark and help them drive the direction as far as our use cases and what have you. Databricks and Spark go hand in hand. They got the experts there and it's been huge, our relationship, being able to work with these guys. But I recognize the fact that, and going back to software development and everything else, we don't want to spare resources on that. We got too many other things to do and the less that I have to worry about my Spark code running and scaling and the cost of it and being able to put code in production, the better and so, having that layer there is saving us a ton of money and resources and a ton of time. Just imagine time to market, it's just huge. >> Alright, John, sorry we got to wrap. Awesome having you on, thanks for sharing your story. >> It's great to talk to you guys. >> Alright, keep it right there everybody. We'll be back with our next guest. This is the CUBE live from Spark Summit East, we'll be right back.
SUMMARY :
brought to you by databricks. the world-wide leader in tech coverage. we do a lot of shows with HPE, In the past, we were basically a data warehousing bit more detail inside of HP. One of the things that was important was we had a common the way we can do that is by using the data we can provide predictive type of capabilities for support. So the data that we can collect back from our devices It's interesting where you talk about internal and the quality of the experience to our customers. Then, the other thing is, when you look at populations, I say if you got a smartphone, you're giving up Spark, where does Spark fit into all of this? and then when you put that on the cloud platform, and that's going to simplify our efforts? and that was internal, right? and to find the skills to actually program That's the thing, we wanted to spend more time Dave: Okay, so there's a lot of questions coming out. so when we get onto Amazon, you know, getting data into So I got to ask you something else. of moving to the cloud was a major cost reduction for us. Yeah, now we're going from But, the point is, if we can bring it up real quickly, We continue to optimize so we use the services So take that across the whole system because it's the stuff you couldn't do with that we would've never seen and you're right, And now we have data models and we're continuing intelligence lives on the device and it can, The good example on the security is we built But it has to have a model of what Now, the other cool thing is we create logs from that So in the past, you had to get your repair. and at the same time, we can see that may be a current of their product that they're delivering to us. and then you take an action to go if you have all the data that indicates and data is a big part of that to where the playing field back to the brand. that you couldn't before. is to really improve or increase the value of our brand. and the less that I have to worry about Alright, John, sorry we got to wrap. This is the CUBE live from Spark Summit East,
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Vish Mulchand, HP Storage | VMworld 2015
vmworld 2015 brought to you by VMware and its ecosystem sponsors and now your host dave vellante welcome back to San Francisco everybody this is the cue the cube is SiliconANGLE wiki bonds continuous coverage of vmworld 2015 this is our sixth year at vmworld we go out to the events we extract the signal from the noise our friend vish mulchen is here with HP storage fish it's always good to see you you know in your hometown and of in the backyard it's great to be in moscone thanks for coming back on the cube thanks Dave great great to be here as always again so we have seen you know I go back to 2010 and at the time you know 3par was a separate company and then we watched the the acquisition occur I'm really badly needed that acquisition was we were at vmworld when the the bidding war was occurring between Dell and yeah that's right and we predicted HP he's going to win that war and of course that changed change the course of the storage at HP you know permanently yes so it's been an amazing run three pars become the crown jewel of the of the portfolio but the most amazing thing is how you've evolved that platform into play into the all flash world very very competitive product so so we've been sort of documenting that that traction but give us the update let's talk about sort of where you've come from and you know where we are today sure sure Dave so I mean if we look back in june 2013 when we first announced the AFA right and since jun 2013 we've had a fire series of announcements in in december we announce something called adaptive sparing which you know was actually very unique flash innovation treating the flash separately giving customers twenty percent more capacity in jun 2014 we brought two dollars per gig deduplication in december 2014 we brought the constable we call the converge flash array right flasher a flash focus design but hey you can add spinning this to it if you want right and several of our customers are actually doing that because they have a need for that and then in june of 2015 we double down right and we announced the 20000 series we brought the affordability even better to a dollar fifty a gig and that was in June so the other amazing thing is the pace of the cadence of announcements I mean I had to say I mean remember for years you know HP the announcements were very slow to come up maybe have one a year maybe you know maybe a name change but now it's like bang bang bang I presume it to the architecture that allows you to do that but a lot of skeptics when you came out yes with the all-flash right yeah it's going to be a bolt on you said no you know NASA died we'll see but now you're proving it why help the people who sort of don't understand the nuances how was it that you were able to do that and what are the proof points that it's not just a bolt on right so you know I think the it all comes down to the architecture right you have to have an architecture that's modular that extensible and you know as we looked at the three Power Architecture all the attributes that we put in place early on we're very applicable to flash now flash did have some differences and we did account for some of the differences in the architecture but the architecture proved to be able to be extensible and a lot of the tenants around scalable controllers for performance the ASIC to offload the fine-grained virtualized operating system with a very small page allocation size all of those fundamentals were perfectly suited for flash right and and you can almost probably say they were there were too much for spinning disk right why was to say was that just was that luck because a bit but of a lot of what the original designers a three-part did were trying to most of it was trying to offset the deficiencies of spinning disk yeah you know did they just have like amazing vision or was it just I give I give the founders a lot of credit for their foresight and in fact if you look at the founders and I spoke to them they were they had a server background and they started right and they said its own server guess I'm sorry guys say they said to me wish when we did a server benchmark it would take us six months four and a half of those six months was getting the storage right and they said they really don't understand why it had to be so hard right and I think they've brought a very different approach to storage to how sort of the industry was handling storage right it was it was very different it actually turned it on his head and they are actually architected some very interesting capabilities which you know I'm very confident as we go to flash 2 point 0 as we talk about other newer non-volatile memory technologies if nan something other than man comes about you know I'm very confident that the architecture will be able to gehen to isolate the media from the customer Martin fake hope said that's member stare but we'll see we'll see what whatever gentleman sorry you know we'll go about the industry members has a big element there but we'll go what the industry wants to look at of course so let's talk about vmworld 2015 what you guys are doing here you know sure emphasize the announcements that you're making talk about that a little bit sure so in vmworld we had several announcements we made what i'll focus in is on the flash announcements and you know if you look at the approach we've taken with flash we've had three vectors right affordability performance and data services and some companies have done one or two but i think it's rare to see all three vectors being attack of the same time and that's been our approach from the start and all the announcements we talked about and in this announcement that we made this week same approach so let's let's maybe go down those three vectors Dave if you allow me to yeah please okay so so let's start with affordability and we announced a new 8000 series which is a refresh to the 7000 line right a very successful 7000 line of which is 7450 flash arrays one of them now the starting point for the 8200 the old flash 8200 now is down to nineteen thousand four hundred ninety seven dollars two controllers six drives six terabyte usable capacity 19,000 999 we're under 20 grand by a lot we make sure you got that 497 right so that's great we also announced then a lower entry price point to the 20000 series that we announced in earlier in June those were as your call aight controller systems we announced a lower price point 2450 a 4 controller capable system as well again on the theme of bringing affordability right driving the price down okay so you have dollar fifty per gig if you want to buy that way if low entry price point with 19 k if you want to buy that way or if you want a scalable system that you can grow to the extreme you can buy affordable price point that way as well right so in my mind the the adoption the success we've had in the marketplace has been a function of a couple of things affordability is a key one right it's economics that's what drives adoption okay now your performance everything's okay let's flash over he's got the same performance is high performance now it's somewhat true because relative to spinning disk it's gonna be you know better performance but there's it's nuanced so talk about your performance yeah so performance is very important we announced a couple of interesting performance first we talked about some some improvements in bandwidth now let's take a look at sort of why that matters right Dave so if you were doing a million iOS and there were small 4k blocks do the math it's four gigabytes per second now if you're doing large block iOS like if you're doing a sequel database query analytical query those are typically large block ayos right we do a million of those and there Sarah megan size then that bandwidth becomes a choke point to the array so we've announced with with the 8000 series you know twenty four gigs the second of bandwidth which is two and a half times more than so but this is ever saw it started erupting but this is why a lot of the existing arrays that bolted on flash failed what yeah so one of the reasons why they fail is their controllers are not able to handle the IO load and once even if they do can they handle the bandwidth requirements and then you know here's the other thing that matters is the latency right so the other thing we announced at the this week was a forty-four percent improvement in latency soumillon I ops 387 microseconds latency Adam denials that's just low latency so you're setting up this little latency storage versus capacity storage right and you got you playing both but we're obviously talking about the latency piece here okay correct so that's the performance piece and then there's there's there's actually two more there's the availability which answer this well free part is known for high availability and it's the new tier one yeah yeah so and it but there's data services associated with that yeah so the resiliency is a big factor there and you know there's single system resiliency pull out a drive pull out a controller fail a cache board how do you react right in fact the reason why we succeed in the marketplace that our customers tell us is that reliability factor and they go and they have these tests where they pull things in and out right and they watch how the other arrays operate right and you know consistently we've come back really operating well in the area of single system resiliency now there's also a multi-system resiliency which is what do I do with replication what I do with snapshots can I move my snapshots to addy duplicating backup device all right how quickly can I move how much do I move so I think there are all of these elements that you look at resiliency that I think important that's another piece and resiliency that's coming up as well emerging Dave and that's around protecting the access to your data security do you encrypt the data so now if you encrypt the data and you have a snapshot and you move that snapshot to a duplicating device what happens to that snapshot and the key do you have to a multiple key so your keys get compromised so that resiliency topic is a big one lots of different areas to go off go after and whether it's replications snapshots backup devices encryption key managers we have all those elevators well how about so again one of the we always talked about this one of the big advantages of an architecture that's been around for a decade is is you've got the stack it's hardened you know that sets the storage services so that's that's a big differentiator from what you see in a lot of the startups yes and and or the bolt ons which everybody thought you're going to be both on baby architected the whole thing so that's cool what about quality of service what about the ability to sort of address quality of service to pin application performance and to actually change that programmatically yeah so quality of service is a very very big big attribute of ours in fact week the product for full HP three parts called priority optimization and in this week's announcement we announce further enhancements first of all we have latency goals on our queue as product which i think is unique nobody else offers latency goals and this week we announced the latency goals going down to half a millisecond I mean if that array is operating at you know three to four hundred microseconds you want to be able to control your priorities with that granularity right and so qos granularity is exactly what we brought and you know Dave Lee if you remember when we did the last cube we talked to the cloud and they they had taken a gold silver bronze tier hardware-based and then put her on a flash array and put priority optimization to implement in software the gold silver bronze right yeah the cloud is a company music louder company yeah so that's right and that was interesting to see that they did that with with flash right you know yeah exactly yeah what do you think is going to happen there right is a worship we're hearing increasingly it shows like this and others that that you're starting to see more tearing and flash you're hearing it now in in the hadoop world and big data world the example that you just gave a lot of people initially and maybe still think you're going to have flashed here in the latency tier and you're going to have the capacity to air the bit bucket what's yours what you're thinking now on how that shakes shakes out and how practitioners should be thinking about their storage architectures going forward and I think you were gonna see the variety of that I think that's one very possible use case which says hey I have a applications that are critical service optimized service level optimized right that got to be on flash and then I may have either a backing store for time or I might have another set of applications that are not service level optimized more cost optimized may be right so and maybe that changes over time maybe it changes by quarter what is cost optimized today needs a spike and come back so this notion of data mobility I think it's very key right and sort of the fourth data service pillar I want to talk about because we announced for wave Federation which is the ability to take for arrays and operate as a single logical hole and you can federated Atta among those arrays now but if you extend the ideas can you federated to a backup device can you fed rate it to the generic cloud right can you federated to an archived here I think these are the kinds of things that our customers are asked that's right they want a first of all federal rate to another array to work load balance for example Oh asset refresh right but all of the other use cases federated a cloud federated to archived here those are all coming up alright so I suspect we're gonna see more of those as I said can I and let's stay tuned state-owned you know I mean as we as we look to to raise the bar once again these are some of the things what we're thinking about all right so so I know you can't give details but give us high level road map what should we be thinking about watching you know HP generally 3par and all flesh specifically yeah so I think we'll continue to drive a affordability right 3d and 3d Nance available as well now there's other flash technologies and you know we want to isolate our customers from whether it's CML CML see 3d 9 i'm gonna say to them look what's your price point what's your capacity point what's your availability point ok and we'll meet that let us worry about that technology problem out there how we get there so that continues to work us on you know the media faster controllers again to drive up the drive of the performance hosting the connects you know there's a lot of talk around the role of 25 gig Ethernet 32 gig fibre channel the RDMA technologies right I sir are I war rocky so there's all these things here nvm e to the backplane nvme to the host so you know flash j-bot so look at yeah it's shit we're shifting the bottleneck are we are you going to look at the bottlenecks across all areas into n and make sure that you're looking at this holistically right as you drive as you drive forward doesn't get less complicated but at least for the for the for the guys who are building this stuff hopefully for I we who are using it it does but fish motion thanks very much baby greater pleasure always pleasure sir I keep right there everybody will be back with our next guest this is the cube we're live from vmworld 2015 in moscone we'll be right back you
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Stephanie McReynolds - HP Big Data 2015 - theCUBE
live from Boston Massachusetts extracting the signal from the noise it's the kue covering HP big data conference 2015 brought to you by HP software now your host John furrier and Dave vellante okay welcome back everyone we are here live in boston massachusetts for HP's big data conference this is a special presentation of the cube our flagship program where we go out to the events and extract the season for the noise I'm John furrier with Dave allante here Wikibon down on research our next guest Stephanie McReynolds VP margon elation hot new startup that's been kind of coming out of stealth that's out there big data a lot of great stuff Stephanie welcome to the cube great see you great to be here tell us what the start at first of all because good buzz going on it's kind of stealth buzz but it's really with the fought leaders and really the you know the people in the industry who know what they're talking about like what you guys are doing so so introduce the company tells me you guys are doing and relationship with Vertica and exciting stuff absolutely a lesion is a exciting company we just started to come out of south in March of this year and we came out of self with some great production customers so eBay is a customer they have hundreds of analysts using our systems we also have square as a customer smaller analytics team but the value that you Neelix teams are getting out of this product is really being able to access their data in human context so we do some machine learning to look at how individuals are using data in an organization and take that machine learning and also gather some of the human insights about how that data is being used by experts surface that all in line with in work so what kind of data cuz Stonebreaker was kind of talking yesterday about the 3 v's which we all know but the one that's really coming mainstream in terms of a problem space is variety variety you have the different variety of schema sources and then you have a lot of unstructured exhaust or data flying around can you be specific on what you guys do yeah I mean it's interesting because there's several definitions of data and big data going around right and so I'm you know we connect to a lot of database systems and we also connect to a lot of Hadoop implementations so we deal with both structured data as well as what i consider unstructured data and i think the third part of what we do is bring in context from human created data or cumin information with which robert yesterday was talking about a little bit which is you know what happens in a lot of analytic organizations is that and there's a very manual process of documenting some of the data that's being used in these projects and that's done on wiki pages or spreadsheets that are floating around the organization and that's actually a really black base camp all these collaboration all these collaboration platforms and what you realize when you start to really get into the work of using that information to try to write your queries is that trying to reference a wiki page and then write your sequel and flip back and forth between maybe ten different documents is not very productive for the analyst so what our customers are seeing is that by consolidating all of that data and information in one place where the tables are actually reference side by side with the annotations their analysts can get from twenty to fifty percent savings and productivity and new analysts maybe more importantly new analyst can get up to speed quite a bit quicker and that square the day I was talking to one of the the data scientists and he was was talking about you know his process for finding data in the organization which prior to using elation it would take about 30 minutes going two maybe three or four people to find the data he needed for his analysis and with elation in five seconds he can run a query search for the date he wants gets it back gets all kind of all that expert annotation already around that base data said he's ready to roll he can start I'm testing some of us akashi go platform right they've heard it was it a platform and it and you said you work with a lot of database the databases right so it's tightly integrated with the database in this use case so it's interesting and you know we see databases as a source of information so we don't create copies of the data on our platform we go out and point to the data where it lies and surface that you know that data to to the end user now in the case of verdict on our relationship with Vertica and we've also integrated verdict in our stack to support we call data forensics which is the building for not an analyst who's using the system day to day but for NIT individual to understand where the behaviors around this data and the types of analysis that are being done and so verdicts a great high performance platform for dashboarding and business intelligence a back end of that providing you know quick access to aggregates so one of they will work on a vertica you guys just the engine what specifically again yeah so so we use the the vertica the vertical engine underneath our forensics product and then the that's you know one portion of our platform the rest of our platform is built out on other other technologies so verdict is part of your solution it's part of our solution it's it's one application that we part of one application we deliver so we've been talking all week about this week Colin Mahoney in his talk yesterday and I saw a pretty little history on erp how initially was highly customized and became packaged apps and he sort of pointed to a similar track with analytics although he said it's not going to be the same it's going to be more composable sort of applications I wonder and historically the analytics in the database have been closely aligned I'll say maybe not integrated you see that model continuing do you see it more packaged apps or will thus what Collins calling composable apps what's the relationship between your platforming and the application yeah so our platform is is really more tooling for those individuals that are building or creating those applications so we're helping data scientists and analysts find what algorithms they want to use as a foundation for those applications so a little bit more on the discovery side where folks are doing a lot of experiment and experimentation they may be having to prepare data in different ways in order to figure out what might work for those applications and that's where we fit in as a vendor and what's your license model and so you know we're on a subscription model we have customers that have data teams in the in the hundreds at a place like eBay you know the smaller implementations could be maybe just teams of five analyst 10a analyst fairly small spatial subscription and it's a seat base subscription but we can run in the cloud we can run on premise and we do some interesting things around securing the data where you can and see your columns bommana at the data sets for financial services organizations and our customers that have security concerns and most of those are on premise top implementation 70 talk about the inspiration of the company in about the company he's been three years since then came out of stealth what's the founders like what's the DNA the company what do you guys do differently and what was the inspiration behind this yeah what's really what's really interesting I think about the founding of the company is that and the technical founders come from both Google and Apple so you have an interesting observation that both individuals had made independently hardcore algorithmic guy and then like relevant clean yeah and both those kind of made interesting observations about how Google and Apple two of the most data-driven companies you know on the planet we're struggling and their analytics teams were struggling with being able to share queries and share data sets and there was a lot of replication of work that was happening and so much for the night you know but both of these folks from different angles kind of came together at adulation said look there's there's a lot of machine learning algorithms that could help with this process and there's also a lot of good ways with natural language processing to let people interact with their data in more natural ways the founder from from Apple Aaron key he was on the Siri team so we had a lot of experience designing products for navigability and ease of use and natural language learning and so those two perspectives coming together have created some technology fundamentals in our product and it's an experience to some scar tissue from large-scale implementations of data yeah very large-scale implementations of data and also a really deep awareness of what the human equation brings to the table so machine learning algorithms aren't enough in and of themselves and I think ken rudin had some interesting comments this morning where you know he kind of pushed it one step further and said it's not just about finding insight data science about is about having impact and you can't have impact unless you create human contacts and you have communication and collaboration around the data so we give analyst a query tool by which we surface the machine learning context that we have about the data that's being used in the organization and what queries have been running that data but we surface in a way where the human can get recommendations about how to improve their their sequel and drive towards impact and then share that understanding with other analysts in the organization so you get an innovation community that's started so who you guys targets let's step back on the page go to market now you guys are launched got some funding can you share the amount or is it private confidential or was how much did you raise who are you targeting what's your go-to market what's the value proposition give us the give us this data yeah so its initial value proposition is just really about analyst productivity that's where we're targeted how can you take your teams of analysts and everyone knows it's hard to hire these days so you're not going to be able to grow those teams out overnight how do you make the analyst the data scientist the phd's you have on staff much more productive how do you take that eighty to ninety percent of the time that they make them using stuff sharing data because I stuff you in the sharing data try to get them out of the TD of trying to just find eight in the organization and prepare it and let them really innovate and and use that to drive value back to the to the organization so we're often selling to individual analysts to analytics teams the go to market starts there and the value proposition really extends much further in the organization so you know you find teams and organizations that have been trying to document their data through traditional data governance means or ETL tools for a very long time and a lot of those projects have stalled out and the way that we crawl systems and use machine learning automation and to automate some of that documentation really gives those projects and new life in our enterprise data has always been elusive I mean do you go back decades structured day to all these pre pre built databases it's been hard right so it's you can crack that nut that's going to be a very lucrative in this opportunity I got the Duke clusters now storing everything I mean some clients we talked to here on the key customers of a CHP or IBM big companies they're storing everything just because they don't know they do it again yeah I mean if the past has been hard in part because we in some cases over manage the modeling of the data and I think what's exciting now about storing all your data in Hadoop and storing first and then asking questions later is you're able to take a more discovery oriented hypothesis testing iterative approach and if you think about how true innovation works you know you build insights on top of one another to get to the big breakthrough concepts and so I think we're at an interesting point in the market for a solution like this that can help with that increasing complexity of data environment so you just raise your series a raised nine million you maybe did some seed round before that so pretty early days for you guys you mentioned natural language processing before one of your founders are you using NLP and in your solution in any way or so we have a we have a search interface that allows you to look for that technical data to look for metadata and for data objects and by entering a simple simple natural language search terms so we are using that as part of our interface in solution right and so kind of early customer successes can you talk about any examples or yeah you know there's some great examples and jointly with Vertica square is as a customer and their analytics team is using us on a day-to-day basis not only to find data sets and the organization but to document those those data sets and eBay has hundreds of analysts that are using elation today in a day to day manner and they've seen quite a bit of productivity out of their new analysts that are coming on the system's it used to take analysts about 18 months to really get their feet around them in the ebay environment because of the complexity of all of the different systems at ebay and understanding where to go for that customer table you know that they needed to use and now analysts are up and running about six months and their data governance team has found that elation has really automated and prioritized the process around documentation for them and so it's a great light a great foundation for them there and data curators and data stewards to go in and rich the data and collaborate more with the analysts and the actual data users to get to a point of catalogued catalog data disease so what's the next you guys going to be on the road in New York Post Radek hadoop world big data NYC is coming up a big event in New York I'm Cuba visa we're getting the word out about elation and then what we're doing we have customers that are you know starting to speak about their use cases and the value that they're seeing and will be in New York market share I believe will be speaking on our behalf there to share their stories and then we're also going to a couple other conferences after that you know the fall is an exciting time which one's your big ones there so i will be at strada in New York and a September early October and then mid-october we're going to be at both teradata partners and tableaus conference as well so we connect not only to databases of all set different sorts but also to go with users are the tools yeah awesome well anything else you'd like to add share at the company is awesome we're some great things about you guys been checking around I'll see you found out about you guys and a lot of people like the company I mean a lot of insiders like moving little see you didn't raise too much cash that's raised lettin that's not the million zillion dollar round I think what led you guys take nine million yeah raised a million and I you know I think we're building this company in a traditional value oriented way great word hey stay long bringing in revenue and trying to balance that out with the venture capital investment it's not that we won't take money but we want to build this company in a very durable so the vision is to build a durable company absolutely absolutely and that may be different than some of our competitors out there these days but that's that we've and I have not taken any financing and SiliconANGLE at all so you know we're getting we believe in that and you might pass up some things but you know what have control and you guys have some good partners so congratulations um final word what's this conference like you go to a lot of events what's your take on this on this event yeah I do i do end up going to a lot of events that's part of the marketing role you know i think what's interesting about this conference is that there are a lot of great conversations that are happening and happening not just from a technology perspective but also between business people and deep thinking about how to innovate and verticals customers i think are some of the most loyal customers i've seen in the in the market so it's great in their advanced to they're talking about some pretty big problems but they're solving it's not like little point solutions it's more we architecting some devops i get a dev I'm good I got trashed on Twitter private messages all last night about me calling this a DevOps show it's not really a DevOps cloud show but there's a DevOps vibe here the people who are working on the solutions I think they're just a real of real vibe people are solving real problems and they're talking about them and they're sharing their opinions and I I think that's you know that's similar to what you see in DevOps the guys with dev ops are in the front line the real engineers their engineering so they have to engineer because of that no pretenders here that's for sure are you talking about it's not a big sales conference right it's a lot of customer content their engineering solutions talking to Peter wants a bullshit they want reaiah I mean I got a lot on the table i'm gonna i'm doing some serious work and i want serious conversations and that's refreshing for us but we love love of hits like it's all right Stephanie thinks for so much come on cubes sharing your insight congratulations good luck with the new startup hot startups here in Boston hear the verdict HP software show will be right back more on the cube after this short break you you
**Summary and Sentiment Analysis are not been shown because of improper transcript**
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Patrick Osborne & Bill Walker - HP Discover 2015 - theCUBE - #HPDiscover
live from the sands convention center las vegas nevada extracting a signal from the noise it's the cube covering HP discover 2015 brought to you by HP and now your host dave vellante welcome back to HP discover everybody this is dave vellante check out HP discovered on social for all the social streams the video the content the special access patrick osborne is here from HP cube alum and he's joined by Bill Walker of 20th Century Fox gents welcome to the cube good thank you yeah thanks for having us discovering another discover a little different this year Patrick we got Meg talking about business outcomes and absolutely uber and their yeah all the kinds of some shit models are very different I mean obviously you come out here every year for the past number of years and you know it's all about the technology i'm always wowed by the broad you know portfolio that we have but really at the end of the day I think some of the messaging to the customers is you know we're here to help you solve your problems and parts of that is technology part of its services so this hot sort of new high-level messaging around transformation and helping people achieve these business outcomes I think it's a good fresh start yes so bill your business going through some interesting transformations yes today to talk about the high level the drivers in your business the yet new competitors you got you got huge opportunities to go into this digital transformation you've sort of early on in that so maybe talk about some of the drivers in your business sure absolutely I think for us you know you really hit the nail on the head in the sense that it's really been about the physical to digital transformation that the industry is you know kind of going through and also Fox is and you know on the infrastructure side and the IT side we're trying to support that you know as best we can and you know the name of the game lately has been speed to market right so we partnered very tightly with HP on not only the hardware but the software side in you know building out kind of a brand new digital supply chain environment in Las Vegas actually right here and one of our major data centers where we deliver all of our digital content to all of our providers so EST VOD providers like amazon and itunes as well as you know major broadcasters so you've got a facility out here that is essentially your your cloud yes yes we do that that's our primary place where we deliver everything out of its it's great we're using all HP hardware and software there so we're customers across the board in the sense that we have blades we've got three par we're using store once as well as the HP software stack like cloud system on top of that that part is part of a super nap yes yes so yeah we we're facility we're in super net we love it it's a great facility we moved there like a little over two years ago and it's it's been awesome experience that made it into the any of the movies no it must hey I know well they it's impressive on the outside and the inside right yeah was it the old member the robocop oh yeah they have that storagetek tape library way magnet yeah they were great at four days these impressive data centers look amazing so so talk a little bit more about the you called it the digital supply chain that's a powerful concept what's behind that yeah so you know we we've obviously been in the physical supply chain business for a while on the home entertainment side so thank DVDs you know blu-rays that kind of thing but as we transition from people buying physical media to digital media a lot of the workflows and you know the supply chain aspect of it is still there but now we're talking digital and not physical so one of the things we've done at Fox is we've you know we've created what we call our digital supply chain so you've got you know they not only you know things like content delivery in there but you've got you know watermarking you know all the all the hallmarks of what you would need in a in a digital environment to deliver that customer you know quality product from end to end and protect your IP yeah exactly where T is a big one so we'll talk about more about security data maybe there's a general topic and then let's go to dig deeper every good for sure I mean security is obviously one of our big drivers I mean obviously with everything that's been in the news lately we're no different in the sense that we take it very very seriously you know on the data protection front like I said we're big store wants customers we love the product we're using it heavily in our in our data center to protect our content as well as our data so how much time let's unpack that a little bit what's it what's it look like laughs so you said a bunch of different you know HP products can you can you help us to understand how much you know storage kind of servers what kind of apps paint a picture of your your infrastructure for sure so we've got you know a lot actually several racks of gear 3par like I said we're big three part customers so we have several racks a three part that we're using kind of across the board a lot on the database side you know and heiio scenarios storeonce is kind of that underpinning piece that everything funnels back to that provides you know data deduplication backup archival that kind of thing okay so can we talk more about sort of your objectives of protecting data I mean obviously don't lose it but there's you know time to recover there's data loss how are you approaching that yep so we we've got you know our primary facility at switch as well as a dr facility off-site we're using store once we r you know we've got them in both places we're doing replication both ways to ensure you know if we were to have a vent at one facility or we didn't have data available we can quickly recover from the other you know rtly is it's been a great success for us because we've moved from tape-based you know back up and i really didn't mention that but you know where we came from you know two two and a half years ago you know from our LA and chandler data centers we have very very heavy investment in tape infrastructure and one of the things we into decided when we went to this new you know environment in Las Vegas is we wanted it to be completely tapeless you know to be flexible right in that environment and you know we pick store once we went all disk-based and you know RTO wise is fantastic because you know as opposed to tape if you have an event if you happen to not have the tape on site your RT 0 is dictated you know kind of by when you can get the tape back with the exit yes yes fast as you can get here right with the store once though it's just there we can we can you know bring it back in minutes and in fact we actually had a kind of not funny but but interesting incident happened early on where you know we kind of had an hoops incident where somebody deleted a vm and you know with store once we already had it had it there we were able to recover it in minutes and have it working again which is not something we were able to do in in previous iteration so it's really RTO is your primary supposed to RP oh yeah and Patrick I'm sure you see it all over the board with with customers right i mean yeah absolutely i mean it is the whole environment is based on this digital content that it's the lifeblood of you know what they're doing as a business and what they're delivering you know to your customers so that what we're seeing in the data protection standpoint is that more apps are mission critical right they're moving from business-critical the mission-critical the RTOS and our feos are definitely more aggressive you know month by month quarter-by-quarter people are moving from days two hours to minutes and we want to have more they won't have access to more data that's near line and online for so you can basically restore that right away so we're seeing people architecting solutions for store ones where they'd want a couple weeks maybe a couple months of data stored on that from a vaca perspective now we're talking having conversations about three to five years seven years 10 years right so definitely a paradigm shift in terms of data protection and the clouds change that a lot absolutely how so talk about that I think you know because the cloud there's not really a concept of tape per se I mean I know you know some providers have a delayed you know a kind of recovery type mechanism but I think in general people are assuming you've got the data on disk or you know available somewhere and you're able to recall it right and you know almost any cloud provider I think today is structured that way and has some kind of object storage where you can back up to but it's an online situation right and I think that's kind of become the new the new standard for the expectation of you know it's dumping it into an object store an able to recover from that yeah i like to say backup is one thing recoveries everything so there's a software component that that's the good that and what about tape you using I mean you must be used tape in your business right we do still have tape but I think where it makes sense we're trying to get rid of it you know we obviously there's a lot of physical nature with tape you know for us it's also manpower you have to have you know it's a lot of manpower involved in just managing tape and whatnot so where we can especially strategically in our data centers we're trying to get out out of using tape and using you know just a long-term archiving long-term retention with your digital assets obviously you would take for that we definitely have scenarios at the studio where it's still used for sure yeah but not obviously not for backup no yeah yeah I think you know with my team we're starting to think of the the notion of backup maybe in the traditional sense it's kind of going away because I think what people think of backup they think tape they think these scenarios and I think it's you know it's changing to more of a you know having having various generations on disk so you have the concept of you know okay being able to go back in time but near real-time recovery a time machine for the enterprise yeah yeah we talk when we talk to customers it's usually around the areas of application data protection or a service data protection and then long term preservation of assets as opposed to backup and archive right so there because they have a very different business processes around them and you can apply different technologies to the two of them so in some some technologies are appropriate for one some are appropriate for the others so we're you know we're seeing a lot of customers really focus on day one of how I'm going to protect that data how I'm going to make data protection an automatic part of the infrastructure so I don't have to have separate backup team and separate you know specific processes this whole area of things being sort of automatically protected as part of the infrastructure is it's definitely worth a lot but I think that's a really important point to make data protection has historically been a bolt on right uh we got to protect the data yep and so you're saying that you're finally seeing customers integrate data protection as part of the fundamental solution absolutely the two things so the two things that now I'm seeing it from a fundamental part of the initial solution bill that is data protections built in right so you're seeing the techniques of snapshot and replication being melded with you know backup techniques like policy management indexing and all that kind of stuff right and then the other sort of conversation we're having with people who put infrastructure in place is how am I going to get off this in five years five to seven years right so because the amount the size of the data sets are becoming so big that replicating data data migrations migrating your backup data are there they're difficult the difficult task so people are doing a lot more planning ahead to understand how am I going to protect this data now right from a different set of scenarios and how am I going to start do some hardware lifecycle management from an infrastructure standpoint underneath that data as I go into the future are you a data protector customer what do you use not not currently although we are you know we are looking at it for sure yeah today we're actually net back up yeah yeah okay I mean it's a lot of ways to skin that kappa yeah that's still not in your group is it nope nice meg just make it but they have a saying this for a decade the data protect there should be a part of the storage solution I mean it's anyway we work with them every day fantastic I got a tight relationship yeah yeah I'm still get paid for it do get paid for it that's good okay well that's a start yeah yeah awesome alright let's see what else uh what's going on the show this year with you Oh lots of stuff of the show so obviously you you heard about flash right yeah we've heard a lot of flashes fam yeah it's great mokin fast yeah so there's a in it's funny there's a lot of implications to flash even on data protection right so this is a big area for us obviously is huge in the market the media and the speed in what flash brings to the table allows you to do some different things from Dave protection standpoint as well right so this concept of copy data management you've heard this in terms of now i can take copies of databases copies of data sets serve them up to uat test development environment so you know your speed of development by having access to copies of that you know of that original production data set is being enabled by media like flash no flash you can do lots of random i/o you can with with modern architectures like three par for example it's multi-tenant right you have quality of service on there so now we're in the past you'd have to clone a number of data sets copy them off restore them from backups for the purposes of having a you know a test data set now you can run all that on the same infrastructure so flash is great from a performance standpoint for you know speeding up your transactions feeding of your database your workflow but there's a lot of other things that allows us to do to help the overall speed of development which is kind of cool so the copy data management things interesting I mean yeah so active feos obviously popularizing it Dell fixes another one yeah the problem is they want me to rip out or not use my might reap are snapshots and I love my three parts don't want to put in a whole new infrastructure around it so is there I mean the opportunity you got a catalog in in-store wants maybe I could use that somehow that technology so that's what we're doing right so we're taking these techniques that you've had in traditional backup for years and then things you have on primary storage right snapshots and replication but with the with the advantages of flash now you're able to do a lot more with it and bringing those two techniques together we're doing it with software we're doing it with sort of extensible protocols and SD SDKs on the infrastructure itself so we're not introducing any sort of sand virtualization techniques or you know in line fibre channel you know type of virtualization technology we're allowing you do that as a part of the infrastructure itself so you know we're combining things like three par with Recovery Manager central and store ones to provide those type of experience I think the killer app they're Jews potentially is test dev right i mean if you can take copies that are more current give it to the especially with flash give it to the developers but they're not working on you know n minus three copies absolutely yeah and they're way more productive I know what kind of discussions are you having internal how do you service the developer community are they what kind of pressures are they putting on you bill yeah it's that probably the same things you've heard I mean you know agility speed I know for us you know because we're we're big on the cloud journey right now in terms of delivering you know private cloud services for our customers inside Fox one of the areas where we're actively really striving for is to do you know some deeper integration with some of the dev teams where they've got you know kind of closed loop cycles you know DevOps type cycles that they're developing with you know familiar tooling which you know is in the market that out there the Jenkins etc you know my team we're definitely working on trying to integrate a lot of the automation we're doing around cloud with what they're doing on the test dev site to kind of create a nice you know cohesive whole so you know rather than delivering just a server to them we can deliver an entire in a build environment and tear it down you know build it up and tear down dynamic flames so you mentioned a store once customer talked about RTO being really on the primary metric that you're trying to optimize waiting sir patrick comes out to California you know hits the beach makes a quick sales call writes it off wait what do you want to know from him yeah okay Oh with you that the time so what kind of discussions do you have with with Patrick around where you want to where you want to go what you want out of the product when I roadmap to the club yeah I think one of the things you know we're as I said before you know we're three par and store wants customers and I think we're where we see you know things headed in the future we'd love to see even deeper integration with three par and store once and you know we're actually having a discussion my team before this and one of the things they threw out there like hey why can't we just combine them into one product you know and I know right now they're separate but sure maybe maybe in the near future you know the the notion of having this this external device it's separate from 3par that you're you know moving to you know maybe maybe some of that gets melded together and what does that do for you it minimizes the need to manage another appliance absolutely right so it simplifies your your infrastructure tighter integration yep so better reliability and yeah I mean you know we're like a lot of technology shops in the sense that well we're trying to squeeze you know as much as we can you know with the team that we have in terms of Technology and still deliver a lot of services so you know we're always looking to if we can take two and make it one or you know that kind of scenario for simplification that's what we want to do too and more with less but no so let me ask you a question when you do more with less and you've dropped money to the CFO's bottom line today they carve off the you get a lick off that cone or they say hey they'll nice job here's a little you know we'll take twenty percent of that savings and give it back yeah it's I for us it's just the you know the slap on the back the handshake that we did it what are you seeing without me from our mothers hear from our product portfolio standpoint we're simplifying right we want to have I think we're in a unique position in terms of we want to be the best storage division inside of HP Enterprise right we don't want to be the best storage division standalone right so that affords us a lot of experiences for that we can bring to the customer when you bring in you know the blades and compute and networking and storage I mean what you see up on stage with one view and all of our element managers you know it's it doesn't sound sexy at the end of the day but basically having a same look and feel the same taxonomy that you use for all of our products is like a huge simplification for customers not having to you know learn new you is and why not so we have other competitors who you know they're bringing 7 10 12 you know different architectures for a primary storage the table right we're consolidating that and providing customers that the ability to they can go in a cost optimized software to find you know deployment model you can have appliances that are tuned in high performance same look and feel same CLI same utilities same data services so we want choice but it has to be simple because too much so what do you think about that whole software-defined mean is that the future is it this Patrick sort of implying sort of the the lower-cost sort of software only model what do you guys say yeah well we're big believers in software to find you know like I said we're we're kind of in it on you know on the whole stack in the sense that we know not only a part where we have software with HP we're also doing a lot with the team around Helion OpenStack right now and you know one of the big bets we're making is we think openstax going to be big we you know I know internally when we've talked with you know a lot of the development teams the idea of API defined infrastructure that's more malleable is tremendously exciting so what are you in with OpenStack well so right now we're actually we're kind of in that you know early stage entire ya des you know trying to trying to get a feel for it cuz you know one of the things I always say you know right now with OpenStack is it's kind of a two-way street you know there's the infrastructure part of it that my team has to deliver but the the other side of it is really the developers you know getting their hands around it getting a feel for it you know maybe even doing some platform-as-a-service with Cloud Foundry you know that kind of thing and they're really developing for that platform and getting the most out of it because you know in a lot of cases you know you're coming from a traditional environment where you know you had physical servers you put virtualization on top of it everybody's kind of used to that maybe a single VM kind of scenario but when you move to something like OpenStack you kind of got to rethink how you approach application building just think all right gents we're out of time going to leave it there but Patrick last last word for you why HP why HP I think we've got some exciting times ahead of us this year right so unlocking some velocity and value for for everyone with HP Enterprise kind of like just to echo what I said before about you know we're a portfolio company that brings a lot of technology services to our customers and at the end of the day my bet is that standalone companies that focus on one thing like storage or one thing like network or specifically compute I don't see a path forward for that over time right customers are buying solutions and systems and converged art you know infrastructure how you see this you know hyper converge theme right HP is one of the few companies that can bring all those elements to our customers as part of the equation so that for me that's why I stay here and why we've got such a great technology path forward yeah the 80s and 90s are about disintegration of IT and creating those silos and now we're seeing the reintegration so Patrick a bill thanks very much for coming on the cube absolutely thank you so much to have you guys here all right all right keep it right to everybody will be back with our next guest right after this short break you
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Steve Wooledge - HP Discover Las Vegas 2014 - theCUBE - #HPDiscover
>>Live from Las Vegas, Nevada. It's a queue at HP. Discover 2014 brought to you by HP. >>Welcome back, everyone live here in Las Vegas for HP. Discover 2014. This is the cube we're out. We go where the action is. We're on the ground here at HP. Discover getting all the signals, sharing them with you, extracting the signal from the noise. I'm John furrier, founder of SiliconANGLE. I joined Steve Woolwich VP of product marketing at map art technologies. Great to see you welcome to the cube. Thank you. I know you got a plane to catch up, but I really wanted to squeeze you in because you guys are a leader in the big data space. You guys are in the top three, the three big whales map are Hortonworks, Cloudera. Um, you know, part of the original big data industry, which, you know, when we did the cube, when we first started the industry, you had like 30, 34 employees, total combined with three, one company Cloudera, and then Matt are announced and then Hortonworks, you guys have been part of that. Holy Trinity of, of early pioneers. Give us the update you guys are doing very, very well. Uh, we talked to you guys at the dupe summit last week. So Jack Norris for the party, give us the update what's going on with the momentum and the traction. And then I want to talk about some of the things with the product. >>Yeah. So we've seen a tremendous uptick in sales at map. Are we tripled revenue? We announced that publicly about a month ago. So we went up 300% in sales, over Q3, I'm sorry, Q1 of 2013. And I think it's really, you know, the maturity of the market. As people move more towards production, they appreciate the enterprise features. We built into the map, our distribution for Hadoop. So, um, you know, the stats I would share is that 80% of our customers triple the size of their cluster within the first 12 months and 50% of them doubled the size of the cluster because there's the, you know, they had that first production success use case and they find other applications and start rolling out more and more. So it's been great for us. >>You know, I always joke with Jack Norris, who's the VP of marketing over there. And John Frodo is the CEO about Matt bars, humbleness. You don't have the fanfare of all the height, depressed love cloud era. Now see they had done some pretty amazing things. They've had a liquidity event, so essentially kind of an IPO, if you will, that huge ex uh, financing from Intel and they're doing great big Salesforce. Hortonworks has got their open source play. You guys got, you got your heads down as well. So talk about that. How many employees you guys have and what's going on with the product? How many, how many new, what, how many products do you guys actually, >>We have, well, we have one product. So we have the map, our distribution for Hadoop, and it's got all the open source packages directly within it, but where we really innovate is in the course. So that's where we, we spent our time early on was really innovating that data platform to give everything within the Hadoop ecosystem, more reliability, better availability, performance, security scale, >>It's open source contributions to the court. And you guys put stuff on top of that, uh, >>And how it works. Yeah. And even some projects we lead the projects like with Apache Mahal and Apache drill, which is coming into beta shortly other projects, we commit and contribute back. But, um, so we take in the distribution, we're distributing all those projects, but where we really innovate is at that data platform level. So >>HP is a big data leader officer. They bought, uh, autonomy. They have HP Vertica. You guys are here. Hey, what are you doing here? Obviously we covered the cube, uh, the announcement with, uh, with, with HP Vertica, you here for that reason, is there other biz dev other activity going on other integration opportunities? >>Yeah, a few things. So, um, obviously the HP Vertica news was big. We went into general availability that solution the first week of may. So, um, what we have is the HP Vertica database integrated directly on top of our data platform. So it's this hybrid solution where you have full SQL database directly within your Hadoop distribution. Um, so it had a couple sessions on that. We had, uh, a nice panel discussion with our friends from Cloudera and Hortonworks. So really good discussion with HP about just the ecosystem and how it's evolving. The other things we're doing with HP now is, you know, we've got reference architectures on their hardware lines. So, um, you know, people can deploy Mapbox on the hardware of HP, but then also we're talking with the, um, the autonomy group about enterprise search and looking at a similar type of integration where you could have the search integrated directly into your Hadoop distro. And we've got some joint accounts we're piloting that she goes, now, >>You guys are integrating with HP pretty significantly that deals is working well. Absolutely. What's the coolest thing that you've seen with an HP that you can share. How so I asked you in the big data landscape, everyone's Bucher, you know, hunkering down, working on their feature, but outside in the real world, big data, it's not on the top of mind of the CIO, 24 7. It's probably an item that they're dressing. What have you seen and what have you been most impressed with at HP here? >>Yeah. Say, you know, this is my first HP event like this. I think the strategy they have is really good. I think in certain areas like the cloud in particular with the helium, I think they made a lot of early investments there and place some bets. And I think that's going to pay off well for them. And that marries pretty nicely with our strategy as well in terms of, you know, we have on-premise deployments, but we're also an OEM if you will, within Amazon web services. So we have a lot of agility in the cloud if you will. And I think as those products and the partnerships with HP, evolvable, we'll be playing a lot more with them in the cloud as well. >>I see that asks you a question. I want you to share with the folks out there in your own words, what is it about map bar that they may or may not understand or might not know about? Um, a little humble brag out there and share some, share some, uh, insight of, into, into map bar for folks that don't know you guys as a company and for the folks that may have a misperception of what you guys do shit share with them, with what, what map map is all about. >>Yeah. I mean, for me, I was in this space with Aster data and kind of the whole Hadoop and MapReduce area since 2008 and pretty familiar with everybody in the space. I really looked at Matt bars, the best technology hands down, you look at the Forrester wave and they rank us as having the best technology today, as well as product roadmap. I think the misperception is people think, oh, it's proprietary and close. It's actually the opposite of that. We have an unbiased open-source approach where we'll ship in support in our distribution, in the entire Apache spark stack. We're not selective over which projects within Apache spark. We support. Um, I feel like SQL on Hadoop. We support Impala as well as hive and other SQL on to do technologies, including the ability to integrate HP Vertica directly in the system. And it's because of the openness of our platform. I'd say it's actually more open because of the standards we've integrated into the data platform to support a lot of third-party tools directly within it. So there is no locked in the storage formats are all the same. The code that runs on top of the distribution from the projects is exactly the same. So you can build a project in hive or some other system, and you can port it between any of the distributions. So there isn't a, lock-in >>The end of the day, what the customers want is they want ease of integration. They want reliability. That's right. And so what are you guys working on next? What's the big, uh, product marketing roadmap that you can share with us? >>Yeah, I think for us, because of the innovations we did in the data platform allows us to support not only more applications, but more types of operational systems. So integrating things like fraud detection and recommendation engines directly with the analytical systems to really speed up that, um, accuracy and, and, uh, in targeting and detecting risk and things like that. So I think now over time, you know, Hadoop has sort of been this batch analytic type of platform, but the ability to converge operations and analytics in one system is really going to be enabled by technology like Matt BARR. >>How many employees do you guys have now? Uh, >>I'm not sure what our CFO would. Let me say that before. You can say we're over 200 at this point >>As well. And over five, the customers which got the data, you guys do summit graduations, we covered your relationship with HP during our big data SV. That was exciting. Good to see John Schroeder, big, very impressive team. I'm impressed with map. I will always have been. You guys have Stephanie kept your knitting saved. Are you going to do, and again, leading the big data space, um, and again, not proprietary is a very key word and that's really cool. So thanks for coming on. Like you really appreciate Steve. We'll be right back. This is the cube live in Las Vegas, extracting the city from the noise with map bar here at the HP discover 2014. We'll be right back here for the short break.
SUMMARY :
Discover 2014 brought to you by HP. Uh, we talked to you guys at the dupe summit last week. So, um, you know, the stats You guys got, you got your heads down as well. and it's got all the open source packages directly within it, but where we really innovate is in the course. And you guys put stuff on top of that, But, um, so we take in the distribution, we're distributing all those projects, but where we really innovate is uh, the announcement with, uh, with, with HP Vertica, you here for that reason, is there other biz dev other activity So it's this hybrid solution where you have full SQL How so I asked you in the big data landscape, everyone's Bucher, So we have a lot of agility in the cloud if you will. into map bar for folks that don't know you guys as a company and for the folks that may have a misperception of what you So you can build a project in hive or some What's the big, uh, product marketing roadmap that you can So I think now over time, you know, Hadoop has sort of been this batch analytic Let me say that before. And over five, the customers which got the data, you guys do summit graduations,
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Bobby Patrick - HP Discover Las Vegas 2014 - theCUBE - #HPDiscover
live from Las Vegas Nevada it's the cube at HP discover 2014 brought to you by HP the keynotes this afternoon meg whitman was just on a panel with thomas friedman and intel and satya nadella microsoft and pretty interesting i was it was interesting i'm here with Jeff Rick to note how passionate meg is about politics and government wow I'm she comforted by boat for Bobby Patrick is here we've been drilling down into cloud all day Bobby is the CMO of the HP Cloud Division a lot of new announcements coming on a lot of action and HP Cloud Bobby welcome to the cube yeah thank it's great to be here yeah good to see you so yeah good keynotes good good that was a good refresher you know a lot of these keynotes just products pushing and pushing we had some of that earlier but I thought it was a good eye opening refreshing right kind of discussion so it was very worthwhile but anyway you're relatively new to to HP to run to actually soon how's it going it's great it's exciting i joined it like a great time for the company we were gearing up for the big launch of our new brand HP Helion that that was launched on May seventh so just a little over a month ago and we hit the mark market hard globally it's a complete pull together of all of our products and services around cloud under a single brand customers love it and and it's really reiterated our commitment to OpenStack and you know it's great HP announced the billion dollar commitment to HP Helion over the next two years so it's backed by some some big funding that's a great time to come in so I saw that what is that would help us unpack that billion dollars it was big number right it's popular number right even we aren't buffin right her site Warren Buffett hehe underwrote the whole thing the March Madness right giving away a billion dollars for the perfect bracket right no longer a million does out of the abelian so what is that billion what does it go to what does it comprised yeah I mean it goes 2 r.d where where the most where the most active corporate sponsor behind OpenStack which is the fastest-growing open source project on the planet we are we have more contributors we have more team leads for the different projects and so we're working with the community we're hiring OpenStack experts always looking for the best in the world all around the world and we're then hardening and curating it in making a commercial now with our support and we believe it's the underpinning of the future of what we call hybrid cloud the ability to put some of your information some of your applications with an enterprise some of the public cloud some in different countries that matter for compliance reasons and to be able to move around between those different clouds in a very easy fashion so this money is going to that rd2 skills and to you know truly a global global launch so when you think about the sort of messaging for our HP Cloud what do you want customers to think about in the Helion brand and the HP Cloud yeah the number one thing is commitment to open standards so we are if you heard Martin Fink today talk about HP Labs and they're coming to open source we're all in on open source we believe it's the way to deliver innovation faster we can bring the market tech new technologies faster to customers so we're all into open source we are committed to the projects that matter to the next 20 years of IT and so that could emma has a real though we have to be to prove it with to say you know you can run our software on other hardware we think it'll be we'll have some optimal integrated solutions for you using our entire stack but this is about this is about eliminating vendor lock-in which is one of the biggest challenges at IT departments have faced in the last 20 years and so I think the commitment behind it open is at the core of our messaging so we should mention so Martin fake gave i really liked his presentation i have been safer I don't know for years that HP's got to get back to its roots right which are in fence right and I have not heard until today something that excited me about invention and we saw it today right now invention is not easy all we've talked about a lot that the previous administration cut cut cut by the bone right it takes a long time to turn that's Nisha but but we saw today think was put into that job for very particular reason I said about two things one it's a guy who's going to commercialize inventions answer the marketplace and two there's going to be a heavy systems focus so he basically showed a little leg on the machine which eventually is probably gonna be powering your clouds right he also announced HP is going to put forth a new open source operating system optimized for non-volatile memory not only a blank sheet of paper that they're going to work on with universities but also a Linux derivative stripped-down Linux driven and one for Android that was excited yeah I think what's great also is the cloud business actually falls under market so our our entire business worldwide in our cloud effort our rd on product development is all under martin who runs our CTO of our of our HP labs and when you look at the problems he's addressing with the machine and he's going after it's going after the massive scale challenges of the internet right and the massive scale challenge to the cloud and the day-to-day lose that we're all that we're all facing within the Internet of Things and so you know what's great is by being a part of the labs and being part of Martin's organization you know we're we're injecting that thinking into our cloud we're injecting it into our innovation and and you can see a road map here right you can see this this whole new architecture you talk about architecture that's been in existence since 1950 it was called the von Neumann architecture all the way to now and you know the world with copper at the core you know the world's in need of a new architecture and so it's great to be part of that there's that was a cool talk you talking about electrons photons and ions electrons compute compute autonomy photon photons communicate anions door right and that in essence is the future direction of where HP is going with the machine run a civ massive memory blowing away the volatility hierarchy blowing way ultimately slow spinning disks using memory store right as the platform for future systems I love it yeah he mentioned also but one thing that's close to my heart is the distributed mesh you saw that distributed mesh where we're different different hardware software combinations sit at different points of the you know the net work and they work together you know compute and data and that's really hybrid cloud you know hybrid cloud is putting compute workloads in certain areas and having data stored and distributed for maximum availability and doing that you know with self-service and doing that in a way that you know I see over nations can scale effectively yeah I think that you know as a marketing person you realize that customers want to know that your relevant for their future right and you know as much as I love things like store once it's not the future of computing Ryan comes out HP Labs this potentially is so that's got to have customers really excite this really the first time you've unveiled it right massively in the public scale right maybe you're talking you know that's why that's why i joined the HP i saw that coming out a few months ago and the the new style of IT thinking we're we're saying you know we're radically going to be at the core of helping IT transition from the old style very inward to a customer centric style 21 you know where you're delivering the customer you know consumer experience in the business world and i saw that with HP and it got me excited and i joined on board not upside yeah the other part that Martin mentioned I no idea of the power of HP Labs but the leveraging open source as well which are I probably not a tool in the arsenal not that long ago to really bring the power of a large communities engaged you can attack right specific problems and make that a core piece of the of the process yeah we think about it we've got thousands of the world's best developers right the Millennial developers these guys working all around the clock working on you know our core cloud future called OpenStack contributing to that right including our experts and then we're taking that and then bringing it to market you know into providing that twenty four seven support testing and hardening it you know doing the things need to do to help it enterprise feel comfortable with that decision you could never do that we could never do that and deliver that kind of innovation on our own just couldn't afford it we wouldn't be able to deliver on it you know these are the best minds of the world who are contributing this and we're we're all in nope in fact so you talked about we talked about what the brand is stand for you said open no lock-in can open source innovation occur at a pace with somebody who's got full control of a stack it's much faster actually I mean this is the you watch the innovation of OpenStack it's only what four years old we just at a four-year birthday of OpenStack already that's an entire cloud computing platform you've got databases service projects like trove you've got object storage projects like Swift and block storage like Senator you know all of these things are being worked on by people around the world you could never deliver and so what's happening is the pace of innovation with an open source project like OpenStack is like it's a hockey stick and and so I think yeah I think if we did this ourselves we or anyone else you would never be able to deliver the kind of innovation it's coming to market now we talked about some of the announcements you guys know why don't we actually go back a month right but Helion and then work through today we've got some HPC announcements you got the network you know for Helion right start with Helia so what's great about healing on is is it really brought together a lot of great products and services of the cloud that already existed and it took OpenStack and it was our first foray into the market with an OpenStack distribution and what's important actually is we have technology one called HP cloud system that is actually the most popular cloud platform right now private cloud platform on the planet about almost two thousand users right or two thousand companies third of the Fortune 100 right now using that technology so it is a proven capable platform used by big banks and others we're injecting OpenStack into that so that you can you can over time scale that out with new applications and so the launch really was about pulling all the pieces together pulling our support and services together and saying to a customer you know with confidence here's here's our cloud portfolio and here's how we can take you on a journey it's your pace and accelerate that journey take advantage of that cloud portfolio and that was really the launch month ago today and it discover I mean only a month later we've already done a number of great things but one is we brought out OpenStack the commercial version so we've launched community one you can download it thousands of downloads already the commercial versions coming up now and we announced pricing and what we are all about here this is what it really really important we are about accelerating the adoption of OpenStack throughout the enterprise we're about breaking down the barriers that have that have inhibited the proliferation of this great technology so one of those things today was the price point we announced 1000 for three dollars per year per server all in price point for HP Helion OpenStack and that's critical because this is a scale out a scale-out product you're going to have dozens hundreds maybe even thousands of these all around the world and so the price point is it's disruptive it's the lowest of the planet and and you know we said it's gonna be simple and easy we're not going to do all of this good better best packaging it's it's super easy and that's a big part of today the other part of today as we said you know what we're going to work with partners we're going to deploy this all around the world and that was the helium Network announcement along with ATT and the British Telecom and Intel and that's that's just huge for today now now helium comprises both on-premise in an HP public cloud correct that's right so talk about how that pricing works I mean I like what you're saying simple because cloud pricing is really complicated yeah so we use we wear that we're probably the largest user of OpenStack in production in production today without public cloud so we use it and people can consume services from that buy them on a on a you know on an as you go basis but with OpenStack which you what's really happening is people are able to deploy their own private clouds right they're able to a service provider could deploy and build their own public cloud so when I talk about the price point talking about a customer building their own cloud building their own cloud and a third party data center or in one of HP's 82 data centers and that that price point is is is you know it's easy easy to use you can predict it in your business model and feel comfortable about what it's going to cost you know two three four years out and so help me understand let's unpack that a little bit what am I getting for that fourteen hundred dollars per so you get the entire so this is what's amazing you get the entire cloud operating system called OpenStack right you get all of the projects now that are part of the OpenStack bill you're getting a top you're getting an object story it's it's a you know a la amazon s3 but in a box called Swift right with a swift API and you can build that and do that yourself now you can do that in a way that controls that gives you full control and full flexibility you get databases the service product you get a cute engine with cinder grizzly everything that's right no lad for the computer and so you get all of this in that box all of this and you can go deploy this and you can benefit now from the thousands of developers who are every six weeks putting out new code and innovative so okay so all the new innovations will fall under that umbrella and that's right at any price they choose to use you might say I'm just building a cloud storage environment you might choose to be heavy on Swift that's what you're doing but it is all inclusive and you can use the entire cloud platform or you can build a storage platform or databases a service platform that's a different model clearly what a customer is telling you about that yeah so they well they want they want the control and the flexibility of having their own platform for you know security reasons their own for compliance they want to put their data you know in their own centers but they're also saying I want to use public cloud some too and I like the idea that if OpenStack is here and OpenStack is here right same code bases I can fairly easily take a workload take an application to go from here to here and back and forth that kind of flexibility call interoperability and that's what's coming down the road with OpenStack underneath is something that does not exist today is everybody wants make sure I understand so I'm paid 1400 hours per server for that OpenStack instance on-premise and then when I want to access public cloud services I'm what you would pay an answer you might want to burst you might want to just go do you might have some peak demand he's burst out there you pay for and I would vote for money to make your partner of ours yep excellent now you also had some hpc announcements that's right so there's a number what's great is HP now is people are taking Helion OpenStack and they're putting it in their products are hpc group a high-performance computing group said hey we want to have a self-service mechanism we want to be able to scale out sap architecture people want in that in hpc so they put OpenStack inside their solution and launched it today and so it's you know OpenStack and better than hpc open hybrid simple to consume is what I'm that's right that's right it's ductable and predictable all right good Dave Lisa Marie wrote the book on this so this is great if you don't believe Bobby Lisa came I gave me this right gave me the books it's the OpenStack technology breaking the enterprise barrier you've got it you got it it's one of the best best reads on the planet right now yeah excellent all right so what does it go to the next level what is it I'm just buying computer part of just I'm just getting capacity if you just want capacity you might say you might just build a storage cloud yourself or you might use the our public cloud storage or with our Helia network our partners around the world be deploying OpenStack and you can buy it from them awesome all right we got to leave it there Bobby thanks so much for coming to the cube is a pleasure meantime take it all right keep it right to everybody John furrier is in the house he's back from San Francisco or San Jose good to have him back John keep right there but back with job fair in just a moment
SUMMARY :
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Krista Satterthwaite | International Women's Day
(upbeat music) >> Hello, welcome to the Cube's coverage of International Women's Day 2023. I'm John Furrier, host of the CUBE series of profiles around leaders in the tech industry sharing their stories, advice, best practices, what they're doing in their jobs their vision of the future, and more importantly, passing it on and encouraging more and more networking and telling the stories that matter. Our next guest is a great executive leader talking about how to lead in challenging times. Krista Satterthwaite, who is Senior Vice President and GM of Mainstream Compute. Krista great to see you're Cube alumni. We've had you on before talking about compute power. And by the way, congratulations on your BPT and Black Professional Tech Network 2023 Black Tech Exec of the Year Award. >> Thank you very much. Appreciate it. And thanks for having me. >> I knew I liked you the first time we were doing interviews together. You were so smart and so on top of it. Thanks for coming on. >> No problem. >> All kidding aside, let's get into it. You know, one of the things that's coming out on these interviews is leadership is being showcased and there's a network effect happening in the industry and you're starting to see people look and hear stories that they may or may not have heard before or news stories are coming out. So, one of the things that's interesting is that also in the backdrop of post pandemic, there's been a turn in the industry a little bit, there's a little bit of headwind in certain areas, some tailwinds in cloud and other areas. Compute, your area is doing very well. It could be challenging. And as a leader, has the conversation changed? And where are you at right now in the network of folks you're working with? What's the mood? >> Yeah, so actually I, things are much better. Obviously we had a chip shortage last year. Things are much, much better. But I learned a lot when it came to going through challenging times and leadership. And I think when we talk to customers, a lot of 'em are in challenging situations. Sometimes it's budget, sometimes it's attracting and retaining talent and sometimes it's just demands because, it's really exciting that technology is behind everything. But that means the demands on IT are bigger than ever before. So what I find when it comes to challenging times is that there's really three qualities that are game changers when it comes to leading and challenging times. And the first one is positivity. People have to feel like there's a light at the end of the tunnel to make sure that, their attitudes stay up, that they stay working really really hard and they look to the leader for that. The second one is communication. And I read somewhere that communication is leadership. And we had a great example from our CEO Antonio Neri when the pandemic hit and everything shut down. He had an all employee meeting every week for a month and we have tens of thousands of employees. And then even after that month, we had 'em very regularly. But he wanted to make sure that everybody heard from, him his thoughts had all the updates, knew how their peers were doing, how we were helping customers. And I really learned a lot from that in terms of communicating and communicating more during tough times. And then I would say the third one is making sure that they are informed and they feel empowered. So I would say a leader who is able to do that really, really stands out in a challenging time. >> So how do you get yourself together? Obviously you the chip shortage everyone knows in the industry and for the folks not in the tech industry, it was an economic potential disaster, because you don't get the chips you need. You guys make servers and technology, chips power everything. If you miss a shipment, it could cause a lot of backlash. So Cisco had an earnings impact. It has impact to the business. When do you have that code red moment where it's like, okay, we have to kind of put the pause and go into emergency mode. And how do you handle that? >> Well, you know, it is funny 'cause when it, when we have challenges, I come to learn that people can look at challenges and hard work as a burden or a mission and they behave totally different. If they see it as a burden, then they're doing the bare minimum and they're pointing fingers and they're complaining and they're probably not getting a whole lot done. If they see it as a mission, then all of a sudden they're going above and beyond. They're working really hard, they're really partnering. And if it affects customers for HPE, obviously we, HPE is a very customer centric company, so everyone pays attention and tries to pitch in. But when it comes to a mission, I started thinking, what are the real ingredients for a mission? And I think it's important. I think it's, people feel like they can make an impact. And then I think the third one is that the goal is clear, even if the path isn't, 'cause you may have to pivot a lot if it's a challenge. And so when it came to the chip shortage, it was a mission. We wanted to make sure that we could ship to customers as quickly as possible. And it was a mission. Everybody pulled together. I learned how much our team could pull off and pull together through that challenge. >> And the consequences can be quantified in economics. So it's like the burn the boats example, you got to burn the boats, you're stuck. You got to figure out a solution. How does that change the demands on people? Because this is, okay, there's a mission it they're not, it's not normal. What are some of those new demands that arise during those times and how do you manage that? How do you be a leader? >> Yeah, so it's funny, I was reading this statement from James White who used to be the CEO of Jamba Juice. And he was talking about how he got that job. He said, "I think it was one thing I said that really convinced them that I was the right person." And what he said was something like, "I will get more out of people than nine out of 10 leaders on the planet." He said, "Because I will look at their strengths and their capabilities and I will play to their passions." and their capabilities and I will play their passions. and getting the most out people in difficult times, it is all about how much you can get out of people for their own sake and for the company's sake. >> That's great feedback. And to people watching who are early in their careers, leading is getting the best out of your team, attitude. Some of the things you mentioned. What advice would you give folks that are starting to get into the workforce, that are starting to get into that leadership track or might have a trajectory or even might have an innate ability that they know they have and they want to pursue that dream? >> Yeah so. >> What advice would you give them? >> Yeah, what I would say, I say this all the time that, for the first half of my career I was very job conscious, but I wasn't very career conscious. So I'd get in a role and I'd stay in that role for long periods of time and I'd do a good job, but I wasn't really very career conscious. And what I would say is, everybody says how important risk taking is. Well, risk taking can be a little bit of a scary word, right? Or term. And the way I see it is give it a shot and see what happens. You're interested in something, give it a shot and see what happens. It's kind of a less intimidating way of looking at risk because even though I was job conscious, and not career conscious, one thing I did when people asked me to take something on, hey Krista, would you like to take on more responsibility here? The answer was always yes, yes, yes, yes. So I said yes because I said, hey I'll give it a shot and see what happens. And that helped me tremendously because I felt like I am giving it a try. And the more you do that, the the better it is. >> It's great. >> And actually the the less scary it is because you do that, a few times and it goes well. It's like a muscle that builds. >> It's funny, a woman executive was on the program. I said, the word balance comes up a lot. And she stopped and said, "Let's just talk about balance for a second." And then she went contrarian and said, "It's about not being unbalanced. It's about being, taking a chance and being a little bit off balance to put yourself outside your comfort zone to try new things." And then she also came up and followed and said, "If you do that alone, you increase your risk. But if you do it with people, a team that you trust and you're authentic and you're vulnerable and you're communicating, that is the chemistry." And that was a really good point. What's your reaction? 'Cause you were talking about authentic conversations good communications with Antonio. How does someone get, feel, find that team and do you agree with it? And what was your, how would you react to that? >> Yes, I agree with that. And when it comes to being authentic, that's the magic and when someone isn't, if someone's not really being themselves, it's really funny because you can feel it, you can sense it. There's kind of a wall between you and them. And over time people won't be able to put their finger on it, but they'll feel a distance from you. But when you're authentic and you share who you are, what you find is you find things in common with other people. 'Cause you're sharing more of who you are and it's like, oh, I do that too. Oh, I'm interested in that too. And build the bonds between people and the authenticity. And that's what people crave. They want people to be authentic and people can tell when you're authentic and when you're not. >> Is managing and leading through a crisis a born talent or can you learn it? >> Oh, definitely learned. I think that we're born knowing nothing and I once read people are nurtured into greatness and I think that's true. So yeah, definitely learned. >> What are some examples that can come out of a tough time as folks may look at a crisis and be shy away from it? How do they lean into it? What advice would you give folks? How do you handle it? I mean, everyone's got different personality. Okay, they get to a position but stepping through that door. >> Yeah, well, I do this presentation called, "10 things I Wish I Knew Earlier in my Career." And one of those things is about the growth mindset and the growth mindset. There's a book called "Mindset" by Carol Dweck and the growth mindset is all about learning and not always having to know everything, but really the winning is in the learning. And so if you have a growth mindset it makes you feel better about everything because you can't lose. You're winning because you're learning. So when I've learned that, I started looking at things much differently. And when it comes to going through tough times, what I find is you're exercising muscles that you didn't even know you had, which makes you stronger when the crisis is over, obviously. And I also feel like you become a lot a much more creative when you're in challenging times. You're forced to do things that you hadn't had to do before. And it also bonds the team. It's almost like going through bootcamp together. When you go through a challenge together it bonds you for life. >> I mean, you could have bonding, could be trauma bonding or success bonding. People love to be on the success side because that's positive and that's really the key mindset. You're always winning if you have that attitude. And learnings is also positive. So it's not, it's never a failure unless you make it. >> That's right, exactly. As long as you learn from it. And that's the name of the game. So, learning is the goal. >> So I have to ask you, on your job now, you have a really big responsibility HPE compute and big division. What's the current mindset that you have right now in your career, where you're at? What are some of the things on your mind that you think about? We had other, other seniors leaders say, hey, you know I got the software as my brain and the hardware's my body. I like to keep software and hardware working together. What is your current state of your career and how you looking at it, what's next and what's going on in your mind right now? >> Yeah, so for me, I really want to make sure that for my team we're nurturing the next generation of leadership and that we're helping with career development and career growth. And people feel like they can grow their careers here. Luckily at HPE, we have a lot of people stay at HPE a long time, and even people who leave HPE a lot of times they come back because the culture's fantastic. So I just want to make sure I'm contributing to that culture and I'm bringing up the next generation of leaders. >> What's next for you? What are you looking at from a career personal standpoint? >> You know, it's funny, I, I love what I'm doing right now. I'm actually on a joint venture board with H3C, which is HPE Joint Venture Company. And so I'm really enjoying that and exploring more board service opportunities. >> You have a focus of good growth mindset, challenging through, managing through tough times. How do you stay focused on that North star? How do you keep the reinforcement of the mission? How do you nurture the team to greatness? >> Yeah, so I think it's a lot of clarity, providing a lot of clarity about what's important right now. And it goes back to some of the communication that I mentioned earlier, making sure that everybody knows where the North Star is, so everybody's focused on the same thing, because I feel like with the, I always felt like throughout my career I was set up for success if I had the right information, the right guidance and the right goals. And I try to make sure that I do that with my team. >> What are some of the things that you could share as we wrap up here for the folks watching, as the networks increase, as the stories start to unfold more and more on digital like we're doing here, what do you hope people walk away with? What's working, what needs work, and what is some things that people aren't talking about that should be discussed publicly? >> Do you mean from a career standpoint or? >> For career? For growing into tech and into leadership positions. >> Okay. >> Big migration tech is now a wide field. I mean, when I grew up, broke into the eighties, it was computer science, software engineering, and three degrees in engineering, right? >> I see huge swath of AI coming. So many technical careers. There's a lot more women. >> Yeah. And that's what's so exciting about being in a technical career, technical company, is that everything's always changing. There's always opportunity to learn something new. And frankly, you know, every company is in the business of technology right now, because they want to closer to their customers. Typically, they're using technology to do that. Everyone's digitally transforming. And so what I would say is that there's so much opportunity, keep your mind open, explore what interests you and keep learning because it's changing all the time. >> You know I was talking with Sue, former HP, she's on a lot of boards. The balance at the board level still needs a lot of work and the leaderships are getting better, but the board at the seats at the table needs work. Where do you see that transition for you in the future? Is that something on your mind? Maybe a board seat? You mentioned you're on a board with HPE, but maybe sitting on some other boards? Any, any? >> Yes, actually, actually, we actually have a program here at HPE called the Board Ready Now program that I'm a part of. And so HPE is very supportive of me exploring an independent board seat. And so they have some education and programming around that. And I know Sue well, she's awesome. And so yes, I'm looking into those opportunities right now. >> She advises do one no more than two. The day job. >> Yeah, I would only be doing one current job that I have. >> Well, kris, it was great to chat with you about these topics and leadership and challenging times. Great masterclass, great advice. As SVP and GM of mainstream compute for HPE, what's going on in your job these days? What's the most exciting thing happening? Share some of your work situations. >> Sure, so the most exciting thing happening right now is HPE Gen 11, which we just announced and started shipping, brings tremendous performance benefit, has an intuitive operating experience, a trusted security by design, and it's optimized to run workloads so much faster. So if anybody is interested, they should go check it out on hpe.com. >> And of course the CUBE will be at HPE Discover. We'll see you there. Any final wisdom you'd like to share as we wrap up the last minute here? >> Yeah, so I think the last thing I'll say is that when it comes to setting your sights, I think, expecting it, good things to happen usually happens when you believe you deserve it. So what happens is you believe you deserve it, then you expect it and you get it. And so sometimes that's about making sure you raise your thermostat to expect more. And I always talk about you don't have to raise it all up at once. You could do that incrementally and other people can set your thermostat too when they say, hey, you should be, you should get a level this high or that high, but raise your thermostat because what you expect is what you get. >> Krista, thank you so much for contributing to this program. We're going to do it quarterly. We're going to do getting more stories out there, so we'll have you back and if you know anyone with good stories, send them our way. And congratulations on your BPTN Tech Executive of the Year award for 2023. Congratulations, great prize there and great recognition for your hard work. >> Thank you so much, John, I appreciate it. >> Okay, this is the Cube's coverage of National Woodman's Day. I'm John Furrier, stories from the front lines, management ranks, developers, all there, global coverage of international events with theCUBE. Thanks for watching. (soft music)
SUMMARY :
And by the way, Thank you very much. I knew I liked you And where are you at right now And the first one is positivity. And how do you handle that? that the goal is clear, And the consequences can and for the company's sake. Some of the things you mentioned. And the more you do that, And actually the the less scary it is find that team and do you agree with it? and you share who you are, and I once read What advice would you give folks? And I also feel like you become a lot I mean, you could have And that's the name of the game. that you have right now of leadership and that we're helping And so I'm really enjoying that How do you nurture the team to greatness? of the communication For growing into tech and broke into the eighties, I see huge swath of AI coming. And frankly, you know, every company is Where do you see that transition And so they have some education She advises do one no more than two. one current job that I have. great to chat with you Sure, so the most exciting And of course the CUBE So what happens is you and if you know anyone with Thank you so much, from the front lines,
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Day 2 MWC Analyst Hot Takes  MWC Barcelona 2023
(soft music) >> Announcer: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat music) >> Welcome back to Spain, everybody. We're here at the Fira in MWC23. Is just an amazing day. This place is packed. They said 80,000 people. I think it might even be a few more walk-ins. I'm Dave Vellante, Lisa Martin is here, David Nicholson. But right now we have the Analyst Hot Takes with three friends of theCUBE. Chris Lewis is back again with me in the co-host seat. Zeus Kerravala, analyst extraordinaire. Great to see you, Z. and Sarbjeet SJ Johal. Good to see you again, theCUBE contributor. And that's my new name for him. He says that is his nickname. Guys, thanks for coming back on. We got the all male panel, sorry, but it is what it is. So Z, is this the first time you've been on it at MWC. Take aways from the show, Hot Takes. What are you seeing? Same wine, new bottle? >> In a lot of ways, yeah. I mean, I was talking to somebody this earlier that if you had come from like MWC five years ago to this year, a lot of the themes are the same. Telco transformation, cloud. I mean, 5G is a little new. Sustainability is certainly a newer theme here. But I think it highlights just the difficulty I think the telcos have in making this transformation. And I think, in some ways, I've been unfair to them in some degree 'cause I've picked on them in the past for not moving fast enough. These are, you know, I think these kind of big transformations almost take like a perfect storm of things that come together to happen, right? And so, in the past, we had technologies that maybe might have lowered opex, but they're hard to deploy. They're vertically integrated. We didn't have the software stacks. But it appears today that between the cloudification of, you know, going to cloud native, the software stacks, the APIs, the ecosystems, I think we're actually in a position to see this industry finally move forward. >> Yeah, and Chris, I mean, you have served this industry for a long time. And you know, when you, when you do that, you get briefed as an analyst, you actually realize, wow, there's a lot of really smart people here, and they're actually, they have challenges, they're working through it. So Zeus was saying he's been tough on the industry. You know, what do you think about how the telcos have evolved in the last five years? >> I think they've changed enormously. I think the problem we have is we're always looking for the great change, the big step change, and there is no big step change in a way. What telcos deliver to us as individuals, businesses, society, the connectivity piece, that's changed. We get better and better and more reliable connectivity. We're shunting a load more capacity through. What I think has really changed is their attitude to their suppliers, their attitude to their partners, and their attitude to the ecosystem in which they play. Understanding that connectivity is not the end game. Connectivity is part of the emerging end game where it will include storage, compute, connect, and analytics and everything else. So I think the realization that they are not playing their own game anymore, it's a much more open game. And some things they will continue to do, some things they'll stop doing. We've seen them withdraw from moving into adjacent markets as much as we used to see. So a lot of them in the past went off to try and do movies, media, and a lot went way way into business IT stuff. They've mainly pulled back from that, and they're focusing on, and let's face it, it's not just a 5G show. The fixed environment is unbelievably important. We saw that during the pandemic. Having that fixed broadband connection using wifi, combining with cellular. We love it. But the problem as an industry is that the users often don't even know the connectivity's there. They only know when it doesn't work, right? >> If it's not media and it's not business services, what is it? >> Well, in my view, it will be enabling third parties to deliver the services that will include media, that will include business services. So embedding the connectivity all the way into the application that gets delivered or embedding it so the quality mechanism deliver the gaming much more accurately or, I'm not a gamer, so I can't comment on that. But no, the video quality if you want to have a high quality video will come through better. >> And those cohorts will pay for that value? >> Somebody will pay somewhere along the line. >> Seems fuzzy to me. >> Me too. >> I do think it's use case dependent. Like you look at all the work Verizon did at the Super Bowl this year, that's a perfect case where they could have upsold. >> Explain that. I'm not familiar with it. >> So Verizon provided all the 5G in the Super Bowl. They provided a lot of, they provided private connectivity for the coaches to talk to the sidelines. And that's a mission critical application, right? In the NFL, if one side can't talk, the other side gets shut down. You can't communicate with the quarterback or the coaches. There's a lot of risk at that. So, but you know, there's a case there, though, I think where they could have even made that fan facing. Right? And if you're paying 2000 bucks to go to a game, would you pay 50 bucks more to have a higher tier of bandwidth so you can post things on social? People that go there, they want people to know they were there. >> Every football game you go to, you can't use your cell. >> Analyst: Yeah, I know, right? >> All right, let's talk about developers because we saw the eight APIs come out. I think ISVs are going to be a big part of this. But it's like Dee Arthur said. Hey, eight's better than zero, I guess. Okay, so, but so the innovation is going to come from ISVs and developers, but what are your hot takes from this show and now day two, we're a day and a half in, almost two days in. >> Yeah, yeah. There's a thing that we have talked, I mentioned many times is skills gravity, right? Skills have gravity, and also, to outcompete, you have to also educate. That's another theme actually of my talks is, or my research is that to puts your technology out there to the practitioners, you have to educate them. And that's the only way to democratize your technology. What telcos have been doing is they have been stuck to the proprietary software and proprietary hardware for too long, from Nokia's of the world and other vendors like that. So now with the open sourcing of some of the components and a few others, right? And they're open source space and antenna, you know? Antennas are becoming software now. So with the invent of these things, which is open source, it helps us democratize that to the other sort of skirts of the practitioners, if you will. And that will bring in more applications first into the IOT space, and then maybe into the core sort of California, if you will. >> So what does a telco developer look like? I mean, all the blockchain developers and crypto developers are moving into generative AI, right? So maybe those worlds come together. >> You'd like to think though that the developers would understand everything's network centric today. So you'd like to think they'd understand that how the network responds, you know, you'd take a simple app like Zoom or something. If it notices the bandwidth changes, it should knock down the resolution. If it goes up it, then you can add different features and things and you can make apps a lot smarter that way. >> Well, G2 was saying today that they did a deal with Mercedes, you know this probably better than I do, where they're going to embed WebEx in the car. And if you're driving, it'll shut off the camera. >> Of course. >> I'm like, okay. >> I'll give you a better example though. >> But that's my point. Like, isn't there more that we can do? >> You noticed down on the SKT stand the little helicopter. That's a vertical lift helicopter. So it's an electric vertical lift helicopter. Just think of that for a second. And then think of the connectivity to control that, to securely control that. And then I was recently at an event with Zeus actually where we saw an air traffic control system where there was no people manning the tower. It was managed by someone remotely with all the cameras around them. So managing all of those different elements, we call it IOT, but actually it's way more than what we thought of as IOT. All those components connecting, communicating securely and safely. 'Cause I don't want that helicopter to come down on my head, do you? (men laugh) >> Especially if you're in there. (men laugh) >> Okay, so you mentioned sustainability. Everybody's talking about power. I don't know if you guys have a lot of experience around TCO, but I'm trying to get to, well, is this just because energy costs are so high, and then when the energy becomes cheap again, nobody's going to pay any attention to it? Or is this the real deal? >> So one of the issues around the, if we want to experience all that connectivity locally or that helicopter wants to have that connectivity, we have to ultimately build denser, more reliable networks. So there's a CapEx, we're going to put more base stations in place. We need more fiber in the ground to support them. Therefore, the energy consumption will go up. So we need to be more efficient in the use of energy. Simple as that. >> How much of the operating expense is energy? Like what percent of it? Is it 10%? Is it 20%? Is it, does anybody know? >> It depends who you ask and it depends on the- >> I can't get an answer to that. I mean, in the enterprise- >> Analyst: The data centers? >> Yeah, the data centers. >> We have the numbers. I think 10 to 15%. >> It's 10 to 12%, something like that. Is it much higher? >> I've got feeling it's 30%. >> Okay, so if it's 30%, that's pretty good. >> I do think we have to get better at understanding how to measure too. You know, like I was talking with John Davidson at Sysco about this that every rev of silicon they come out with uses more power, but it's a lot more dense. So at the surface, you go, well, that's using a lot more power. But you can consolidate 10 switches down to two switches. >> Well, Intel was on early and talking about how they can intelligently control the cores. >> But it's based off workload, right? That's the thing. So what are you running over it? You know, and so, I don't think our industry measures that very well. I think we look at things kind of boxed by box versus look at total consumption. >> Well, somebody else in theCUBE was saying they go full throttle. That the networks just say just full throttle everything. And that obviously has to change from the power consumption standpoint. >> Obviously sustainability and sensory or sensors from IOT side, they go hand in hand. Just simple examples like, you know, lights in the restrooms, like in public areas. Somebody goes in there and just only then turns. The same concept is being applied to servers and compute and storage and every aspects and to networks as well. >> Cell tower. >> Yeah. >> Cut 'em off, right? >> Like the serverless telco? (crosstalk) >> Cell towers. >> Well, no, I'm saying, right, but like serverless, you're not paying for the compute when you're not using it, you know? >> It is serverless from the economics point of view. Yes, it's like that, you know? It goes to the lowest level almost like sleep on our laptops, sleep level when you need more power, more compute. >> I mean, some of that stuff's been in networking equipment for a long time, it just never really got turned on. >> I want to ask you about private networks. You wrote a piece, Athenet was acquired by HPE right after Dell announced a relationship with Athenet, which was kind of, that was kind of funny. And so a good move, good judo move by by HP. I asked Dell about it, and they said, look, we're open. They said the right things. We'll see, but I think it's up to HP. >> Well, and the network inside Dell is. >> Yeah, okay, so. Okay, cool. So, but you said something in that article you wrote on Silicon Angle that a lot of people feel like P5G is going to basically replace wireless or cannibalize wireless. You said you didn't agree with that. Explain why? >> Analyst: Wifi. >> Wifi, sorry, I said wireless. >> No, that's, I mean that's ridiculous. Pat Gelsinger said that in his last VMware, which I thought was completely irresponsible. >> That it was going to cannibalize? >> Cannibalize wifi globally is what he said, right? Now he had Verizon on stage with him, so. >> Analyst: Wifi's too inexpensive and flexible. >> Wifi's cheap- >> Analyst: It's going to embed really well. Embedded in that. >> It's reached near ubiquity. It's unlicensed. So a lot of businesses don't want to manage their own spectrum, right? And it's great for this, right? >> Analyst: It does the job. >> For casual connectivity. >> Not today. >> Well, it does for the most part. Right now- >> For the most part. But never at these events. >> If it's engineered correctly, it will. Right? Where you need private 5G is when reliability is an absolute must. So, Chris, you and I visited the Port of Rotterdam, right? So they're putting 5G, private 5G there, but there's metal containers everywhere, right? And that's going to disrupt it. And so there are certain use cases where it makes sense. >> I've been in your basement, and you got some pretty intense equipment in there. You have private 5G in there. >> But for carpeted offices, it does not make sense to bring private. The economics don't make any sense. And you know, it runs hot. >> So where's it going to be used? Give us some examples of where we should be looking for. >> The early ones are obviously in mining, and you say in ports, in airports. It broadens cities because you've got so many moving parts in there, and always think about it, very expensive moving parts. The cranes in the port are normally expensive piece of kits. You're moving that, all that logistics around. So managing that over a distance where the wifi won't work over the distance. And in mining, we're going to see enormous expensive trucks moving around trying to- >> I think a great new use case though, so the Cleveland Browns actually the first NFL team to use it for facial recognition to enter the stadium. So instead of having to even pull your phone out, it says, hey Dave Vellante. You've got four tickets, can we check you all in? And you just walk through. You could apply that to airports. You could do put that in a hotel. You could walk up and check in. >> Analyst: Retail. >> Yeah, retail. And so I think video, realtime video analytics, I think it's a perfect use case for that. >> But you don't need 5G to do that. You could do that through another mechanism, couldn't you? >> You could do wire depending on how mobile you want to do it. Like in a stadium, you're pulling those things in and out all the time. You're moving 'em around and things, so. >> Yeah, but you're coming in at a static point. >> I'll take the contrary view here. >> See, we can't even agree on that. (men laugh) >> Yeah, I love it. Let's go. >> I believe the reliability of connection is very important, right? And the moving parts. What are the moving parts in wifi? We have the NIC card, you know, the wifi card in these suckers, right? In a machine, you know? They're bigger in size, and the radios for 5G are smaller in size. So neutralization is important part of the whole sort of progress to future, right? >> I think 5G costs as well. Yes, cost as well. But cost, we know that it goes down with time, right? We're already talking about 60, and the 5G stuff will be good. >> Actually, sorry, so one of the big boom areas at the moment is 4G LTE because the component price has come down so much, so it is affordable, you can afford to bring it all together. People don't, because we're still on 5G, if 5G standalone everywhere, you're not going to get a consistent service. So those components are unbelievably important. The skillsets of the people doing integration to bring them all together, unbelievably important. And the business case within the business. So I was talking to one of the heads of one of the big retail outlets in the UK, and I said, when are you going to do 5G in the stores? He said, well, why would I tear out all the wifi? I've got perfectly functioning wifi. >> Yeah, that's true. It's already there. But I think the technology which disappears in front of you, that's the best technology. Like you don't worry about it. You don't think it's there. Wifi, we think we think about that like it's there. >> And I do think wifi 5G switching's got to get easier too. Like for most users, you don't know which is better. You don't even know how to test it. And to your point, it does need to be invisible where the user doesn't need to think about it, right? >> Invisible. See, we came back to invisible. We talked about that yesterday. Telecom should be invisible. >> And it should be, you know? You don't want to be thinking about telecom, but at the same time, telecoms want to be more visible. They want to be visible like Netflix, don't they? I still don't see the path. It's fuzzy to me the path of how they're not going to repeat what happened with the over the top providers if they're invisible. >> Well, if you think about what telcos delivers to consumers, to businesses, then extending that connectivity into your home to help you support secure and extend your connection into Zeus's basement, whatever it is. Obviously that's- >> His awesome setup down there. >> And then in the business environment, there's a big change going on from the old NPLS networks, the old rigid structures of networks to SD1 where the control point is moved outside, which can be under control of the telco, could be under the control of a third party integrator. So there's a lot changing. I think we obsess about the relative role of the telco. The demand is phenomenal for connectivity. So address that, fulfill that. And if they do that, then they'll start to build trust in other areas. >> But don't you think they're going to address that and fulfill that? I mean, they're good at it. That's their wheelhouse. >> And it's a 1.6 trillion market, right? So it's not to be sniffed at. That's fixed on mobile together, obviously. But no, it's a big market. And do we keep changing? As long as the service is good, we don't move away from it. >> So back to the APIs, the eight APIs, right? >> I mean- >> Eight APIs is a joke actually almost. I think they released it too early. The release release on the main stage, you know? Like, what? What is this, right? But of course they will grow into hundreds and thousands of APIs. But they have to spend a lot of time and effort in that sort of context. >> I'd actually like to see the GSMA work with like AWS and Microsoft and VMware and software companies and create some standardization across their APIs. >> Yeah. >> I spoke to them yes- >> We're trying to reinvent them. >> Is that not what they're doing? >> No, they said we are not in the business of a defining standards. And they used a different term, not standard. I mean, seriously. I was like, are you kidding me? >> Let's face it, there aren't just eight APIs out there. There's so many of them. The TM forum's been defining when it's open data architecture. You know, the telcos themselves are defining them. The standards we talked about too earlier with Danielle. There's a lot of APIs out there, but the consistency of APIs, so we can bring them together, to bring all the different services together that will support us in our different lives is really important. I think telcos will do it, it's in their interest to do it. >> All right, guys, we got to wrap. Let's go around the horn here, starting with Chris, Zeus, and then Sarbjeet, just bring us home. Number one hot take from Mobile World Congress MWC23 day two. >> My favorite hot take is the willingness of all the participants who have been traditional telco players who looked inwardly at the industry looking outside for help for partnerships, and to build an ecosystem, a more open ecosystem, which will address our requirements. >> Zeus? >> Yeah, I was going to talk about ecosystem. I think for the first time ever, when I've met with the telcos here, I think they're actually, I don't think they know how to get there yet, but they're at least aware of the fact that they need to understand how to build a big ecosystem around them. So if you think back like 50 years ago, IBM and compute was the center of everything in your company, and then the ecosystem surrounded it. I think today with digital transformation being network centric, the telcos actually have the opportunity to be that center of excellence, and then build an ecosystem around them. I think the SIs are actually in a really interesting place to help them do that 'cause they understand everything top to bottom that I, you know, pre pandemic, I'm not sure the telcos were really understand. I think they understand it today, I'm just not sure they know how to get there. . >> Sarbjeet? >> I've seen the lot of RN demos and testing companies and I'm amazed by it. Everything is turning into software, almost everything. The parts which are not turned into software. I mean every, they will soon. But everybody says that we need the hardware to run something, right? But that hardware, in my view, is getting miniaturized, and it's becoming smaller and smaller. The antennas are becoming smaller. The equipment is getting smaller. That means the cost on the physicality of the assets is going down. But the cost on the software side will go up for telcos in future. And telco is a messy business. Not everybody can do it. So only few will survive, I believe. So that's what- >> Software defined telco. So I'm on a mission. I'm looking for the monetization path. And what I haven't seen yet is, you know, you want to follow the money, follow the data, I say. So next two days, I'm going to be looking for that data play, that potential, the way in which this industry is going to break down the data silos I think there's potential goldmine there, but I haven't figured out yet. >> That's a subject for another day. >> Guys, thanks so much for coming on. You guys are extraordinary partners of theCUBE friends, and great analysts and congratulations and thank you for all you do. Really appreciate it. >> Analyst: Thank you. >> Thanks a lot. >> All right, this is a wrap on day two MWC 23. Go to siliconangle.com for all the news. Where Rob Hope and team are just covering all the news. John Furrier is in the Palo Alto studio. We're rocking all that news, taking all that news and putting it on video. Go to theCUBE.net, you'll see everything on demand. Thanks for watching. This is a wrap on day two. We'll see you tomorrow. (soft music)
SUMMARY :
that drive human progress. Good to see you again, And so, in the past, we had technologies have evolved in the last five years? is that the users often don't even know So embedding the connectivity somewhere along the line. at the Super Bowl this year, I'm not familiar with it. for the coaches to talk to the sidelines. you can't use your cell. Okay, so, but so the innovation of the practitioners, if you will. I mean, all the blockchain developers that how the network responds, embed WebEx in the car. Like, isn't there more that we can do? You noticed down on the SKT Especially if you're in there. I don't know if you guys So one of the issues around the, I mean, in the enterprise- I think 10 to 15%. It's 10 to 12%, something like that. Okay, so if it's So at the surface, you go, control the cores. That's the thing. And that obviously has to change and to networks as well. the economics point of view. I mean, some of that stuff's I want to ask you P5G is going to basically replace wireless Pat Gelsinger said that is what he said, right? Analyst: Wifi's too to embed really well. So a lot of businesses Well, it does for the most part. For the most part. And that's going to disrupt it. and you got some pretty it does not make sense to bring private. So where's it going to be used? The cranes in the port are You could apply that to airports. I think it's a perfect use case for that. But you don't need 5G to do that. in and out all the time. Yeah, but you're coming See, we can't even agree on that. Yeah, I love it. I believe the reliability of connection and the 5G stuff will be good. I tear out all the wifi? that's the best technology. And I do think wifi 5G We talked about that yesterday. I still don't see the path. to help you support secure from the old NPLS networks, But don't you think So it's not to be sniffed at. the main stage, you know? the GSMA work with like AWS are not in the business You know, the telcos Let's go around the horn here, of all the participants that they need to understand But the cost on the the data silos I think there's and thank you for all you do. John Furrier is in the Palo Alto studio.
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Telecom Trends: The Disruption of Closed Stacks | MWC Barcelona 2023
>> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (bright upbeat music) >> Good morning everyone. Welcome to theCUBE. We are live at MWC '23 in Barcelona, Spain. I'm Lisa Martin, and I'm going to have a great conversation next with our esteemed CUBE analyst, Dave Nicholson. Dave, great to have you here. Great to be working this event with you. >> Good to be here with you, Lisa. >> So there are, good to be here with you and about 80,000 people. >> Dave: That's right. >> Virtually and and physically. And it's jammed in, and this is the most jammed show I've seen in years. >> Dave: It's crazy. >> So much going on in the telecom industry. What are some of your expectations for what you're going to hear and see at this year's event? >> So, I expect to hear a lot about 5G. Specifically 5G private networks, and the disaggregation of the hardware and software stacks that have driven telecom for decades. So we're at this transition into 5G. From a consumer perspective, we feel like, oh well 5G has been around for years. In terms of where it's actually been deployed, we're just at the beginning stages of that. >> Right, right. Talk about the changing of the stack. You know, the disaggregation. Why now is it too late? And what are the advantages? That it's going to enable telcos to move faster, I imagine? >> Yeah, so it's really analogous to what we see in the general IT industry that we cover so much. The move to cloud, sometimes you're gaining performance. You're always gaining agility and flexibility. A big concern of the legacy telecom providers is going to be maintaining availability, reliability against a backdrop of increasing agility in the direction that they want to go. So that's going to be the conversation. It's going to be the old school folks, who are interested in maintaining primarily availability and performance, excuse me, contrasted with the open source, OpenStack providers, who are going to be saying, hey this is a path to the future. Without that path to the future, things will stagnate. >> Talk about some of those OpenStack providers. I imagine those are some of the folks that we know quite well? >> Sure, sure. Yeah, so someone like Dell, for example. They're perfectly positioned at this sort of crossroads, because Dell has been creating "cloud stacks," that will live sometimes on-premises. And those stacks of infrastructure, based on cots, commercial off-the-shelf components, integrated within an ecosystem can live at the edge, at literally the base of transmitter towers. So when you think about this whole concept of RAN or a radio access network, think of a cellular tower with an antenna and a transmitter. The transmitter might live on that tower, or it might live in pieces at the base of the tower. But there's always at that base of the tower, forget about the acronyms, it's a box of stuff, teleco stuff. All of these things historically have been integrated into single packages. >> Right. >> For good reason. >> Right. >> Think back to a mainframe, where it was utterly, absolutely reliable. We moved, in the general IT space, from the era of the mainframe to the world of client server, through virtualization, containerization. That exact transition is happening in the world of telecom right now. >> Why is it finally happening now? It seems a bit late, given that in our consumer lives, we have this expectation that we could be mobile 24 by seven. >> Right. Well it's because, first of all, we get mad if a call doesn't go through. How often, when you make, when you try to make a cellular call or when you try to send a text, how often does it not work? >> I can count on one hand. >> Right, rarely. >> Right. >> Now, you may be in an area that has spotty coverage. But when you're in an area where you have coverage it just works all of the time. And you expect it to work all of the time. And the miracle of the services that have been delivered to us over the last decade has really kind of blunted the need for next generation stuff. Well, we're at this transition point. And 5G as a technology enables so much more bandwidth. Think of it as, you know, throughput bandwidth latency. It allows the kind of performance characteristics so that things can be delivered that couldn't be delivered in the past. Virtual reality, augmented reality. We're already seeing you know 4K data streams to our phones. So, it's sort of lagged because of our expectations for absolute, rock solid, reliability. >> Yeah. >> The technology is ahead of that area now. And so this question is how do you navigate from utter reliability to awesome openness without sacrificing performance and reliability? >> Well, and also from a stack perspective, from looking at desegregation, and the opportunities there are for the telcos, but also the public cloud providers, are they friends, are they foes? What's the relationship like? >> They're going to be frenemies. >> Lisa: Frenemies? >> Yeah, coopetition is going to be the word of the day again. Yeah because when you think of a cloud, most people automatically think off-premises. >> Lisa: Yes. >> Maybe they even think automatically you know, hyper scale or Azure, GCP, AWS. In this case, it really is a question of cloud as an operating model. Cloud facilitating agility, cloud adopting cloud native architecture from a software perspective, so that you can rapidly deploy net new capabilities into an environment. You can't do that with proprietary closed systems that might use a waterfall development process and take years to develop. You and I have covered the Kubernetes world pretty closely. And what's the big thing that we hear constantly? The hunger, the thirst for human resources, >> Right. >> people who can actually work in this world of containerization. >> Yes, yes. >> Well guess what? In the macroeconomic environment, a lot of folks in the IT space have recently been disrupted. This is a place to look, if you have that skillset. Look at the telecom space, because they need people who are forward thinking in the era of cloud. But this concept of cloud is really, it's going to be, the telcos are both competing and partnering with what we think of as the traditional, hyper scale public cloud providers. >> And what do you think, one of the things that we know at MWC '23 is virtually every industry is represented here. Every vertical is here, whether it's a sports arena, or a retail outlet, or a manufacturer. Every organization, every industry needs to have networks that deliver what they need to do but also enable them to move faster and deliver what the end user wants. What are some of the industries that you think are really ripe for this disruption? And the ability to use private 5G networks, for example? >> Well, so it's interesting, you mentioned private 5G networks. I think a good example of the transition that's underway is this, the move to 4K video. So, you get a high definition television. The first time you see a 720p TV, it's like oh my gosh, amazing. Then we get 1080p, then it's 4K. People get 4K TVs, they bring them home, and there's no content. >> No. >> The first content, was it from your cable provider? No. >> Yeah. >> Was it over the air? ABC, NBC, CBS? No, it was YouTube. YouTube delivered the first reliable 4K content, over the internet. Similarly, everything comes to us now to our mobile devices. So we're not accessing the world around us so much from a desktop or even a laptop. It's mobile. So if you want to communicate with a customer, it's mobile. If you're creating a private 5G network, you now are standing something up that is net new in a greenfield environment. And you can deploy agility and functionality that the large scale telecom providers can't, because of the massive investment they might need. So the irony is, you have a factory that sits on 20 acres and you have folks traveling around, if you create a private 5G network, it might become, it might be more feature rich than what your employees are used to being able to access through their personal mobile devices. >> Wow. >> Yeah, because you're starting net new, you have the luxury of starting greenfield, as opposed to the responsibility and legacy for supporting a massive system that exists already. >> So then, what's in it for the existing incumbent telcos from an advantage opportunity perspective? Because you mentioned frenemies, coopetition. >> Right. >> There's irony there, as you talked about. >> Right, well you could look at it as either opportunity or headache. And it's both. Because they have very, very real SLAs that they need to meet. >> Right. >> Very, very real expectations that have been set in terms of reliability, availability, and performance. So they can't slip off of that. Making that transition is, I think going to be driven by economics, because the idea of having things be open means that there's competition for every part of the stack. There will be a critical role for integration vendors. Folks like Dell, and the ecosystems that they're creating around this will be critical, because often you would prefer to have one back to pat or one throat to choke instead of many. So, you still want to have that centralized entity to go to when something goes wrong. >> Right. >> Or when you want to implement something new. So, for the incumbents, it's a classic example of what you do in the face of disruption. How do you leverage technology? In my role as adjunct faculty at the Wharton CTO Academy, we talk about the CTO mindset. And the idea that your role is to leverage technology, in the service of your organization's mission, whatever that organization and mission is. So from a telecom provider perspective, they need to stay on top of this. >> Yes. >> Or they will be disrupted. >> Right. >> It's fascinating to think of how this disruption's taking place. >> Lisa: They have no choice, if they want to survive. >> No, yeah they have no choice. >> Lisa: In the next few years. >> They have no choice, but they'll come along, kicking and screaming. I'm sure if you had someone sitting here in the industry, they'd say, well, no, no, no, no, no. >> Yeah, of course. >> We love it! It's like, yeah, well but you're going to have to make some painful changes to adopt these things. >> What are some of the opportunities for those folks like Dell that you mentioned, in terms of coming in, being able to disrupt that stack, open things up? Great opportunities for the Dells, and other similar organizations to really start gaining a bigger foothold in the telecom industry, I imagine. >> Well, I look at it through the lens of sort of traditional IT and the transitions that we've been watching for the last couple of decades. It's exactly the same. I mean you, there is a parallel. It is like coming out of the mainframe era to the client server era. So, you know, we went in that transition, it was mainframe operating systems, very, very closed systems to more slightly opened. You know, the worlds of SUN and SGI and HP, and the likes, transitioned to kind of Microsoft based software running with like Dell hardware. >> Yeah. >> And, that stack is now getting deployed into one of the remaining legacy environments which is the telco space. So, the opportunity for Dell is pretty massive because on some fronts they're competing with the move to proper off-premises public cloud. >> Right. >> In this case, they are the future for telecom as opposed to sort of representing legacy, compared to some of the other cloud opportunities that are out there. >> So ultimately, what does a modern telecom network look like? I imagine, cloud native? Distributed? >> Yeah, yeah. So, traditionally, like I said, you've got the tower and the transmitters and the computer hardware that's running it. Those are then networked together. So you can sort of think of it as leaves on a twig, on a branch, on a tree. Eventually it gets into a core network, where there is terrestrial line communication and or communication up to satellites. And that's all been humming along just fine, making the transition from 3G to 4G to 5G. But, the real transition from a cloud perspective is this idea that you're taking these proprietary systems, disaggrevating, disaggrevating them and disaggregating them, carving them up into pieces where now you're introducing virtualization. So there's a VMware play here. Some things are virtualized using that stack. I think more often we're going to be talking about containerized and truly cloud native stacks. So instead of having the proprietary stack, where all the hardware and software is designed together. Now you're going to have Dell servers running some execution layer, orchestration layer, for cloud native, containerized applications and microservices. And that's the way things are going to be developed. >> And who, from a stakeholder perspective is involved here? 'Cause one of the things that I'm hearing is with this disaggregation of the staff, which is a huge change, what you're articulated, that's already happened at enterprise IT, change management is a hard thing to do. If they want to be successful, and well not just survive, they want to thrive. I'm just imagining, who are the stakeholders that are involved in having to push those incumbents to make these decisions, to move faster, to become agile, to compete. >> So, I remember when VMware had the problem that anytime they suggested introducing a hypervisor to to virtualize a physical machine and then run software on top or an operating system on top, and then applications, the big question the customer would have was, well is Microsoft going to support that? What if I can't get support from Microsoft? I dunno if I can do this. Within about a year of those conversations taking place, the question was, can I run this in my production environment? So it was, can I get support in my test environment too? Can I please run this in production? >> Yeah. >> And so, there are folks in the kind of legacy telecom world who are going to be afraid. It's, whatever the dynamic is, there is a no one ever got fired for buying from fill in the blank >> Exactly, yep. >> in the telecom space. >> Yeah, yeah. >> Because they would buy a consolidated, aggregated stack. >> Right. >> And, if something went wrong they could say, boom, blame you. And yeah, that stack doesn't lend itself to the kind of pace of change. >> Right. >> So it doesn't necessarily need the same kind of change management. Or at least it's very, very centralized. >> Okay. Okay. >> We're getting into the brave new world of things where if you let them spin out of control, you can have big problems. And that's where the folks like Dell come in, to make sure that yes, disaggregated, yes best of commercial off-the-shelf stuff, but also the best in terms of performance and reliability and availability. >> Yeah. >> So, that's the execution part, you must execute flawlessly. >> It sounds like from a thematic perspective, the theme of MWC '23 is velocity. But it seems like an underlying theme under that, or maybe an overlying theme is disruption. It's going to be so interesting, we're only on day one. We just started our coverage. Four days of wall to wall coverage on theCUBE. Excited to hear what you're excited about, what you learn over the next few days. We get to host some segments together. >> Yeah. >> But it seems like disruption is the overall theme. And it's going to be so interesting to see how this industry evolves, what the opportunities are, what the coopetition opportunities are. We're going to be learning a lot this week. I'm excited. >> Yeah, and what's fascinating to me about this whole thing is we talk about this, all of this tumultuous, disruptive stuff that's happening. For the average consumer, they're never going to be aware of it. >> Nope. >> Dave: They're just going to see services piled on top of services. >> Which is what we want. >> There are billions of people with mobile devices and the hundreds of billions, I don't know, trillions I guess at some point of connected devices at the edge. >> Lisa: Yes, yes. >> The whole concept of the internet of things. We'll sort of be blissfully unaware of what's happening at the middle. But there's a lot of action there. So we're going to be focusing on that action that's going on. In, you know, in in the middle of it. >> Yeah. >> But there's also some cool consumer stuff out here. >> There is. >> I know I'm going to be checking out the augmented reality and virtual reality stuff. >> Yeah, yeah. Well it's all about that customer experience. We expect things right away, 24/7, wherever we are in the world. And it's enabling that to make that happen. >> Yeah. >> Dave, thank you so much for really sharing what you think you're excited about for the event and some of the trends in telecom. It sounds like it's such an interesting time to be unpacking this. >> It's going to be a great week. >> It is going to be a great week. All right, for Dave Nicholson, I'm Lisa Martin. You're watching theCUBE, the leader in live tech coverage, covering day one of MWC '23. Stick around. We'll be back with our next guest in just a minute. (bright music resumes) (music fades out)
SUMMARY :
that drive human progress. Dave, great to have you here. So there are, good to be here And it's jammed in, and this is the most the telecom industry. and the disaggregation of the Talk about the changing of the stack. So that's going to be the conversation. that we know quite well? that base of the tower, from the era of the mainframe that we could be mobile 24 by seven. when you try to make that couldn't be delivered in the past. is ahead of that area now. to be the word of the day again. You and I have covered the in this world of containerization. in the era of cloud. And the ability to use private is this, the move to 4K video. was it from your cable provider? So the irony is, you have a factory as opposed to the Because you mentioned as you talked about. that they need to meet. because the idea of having things be open And the idea that your role to think of how this if they want to survive. sitting here in the industry, to adopt these things. What are some of the opportunities It is like coming out of the mainframe era So, the opportunity for the future for telecom And that's the way things 'Cause one of the things that I'm hearing the big question the for buying from fill in the blank Because they would buy a to the kind of pace of change. necessarily need the same We're getting into the So, that's the It's going to be so interesting, And it's going to be so interesting to see they're never going to be Dave: They're just going to see and the hundreds of the internet of things. But there's also I know I'm going to be to make that happen. and some of the trends in telecom. It is going to be a great week.
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Meagen Eisenberg, Lacework | International Women's Day 2023
>> Hello and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. Got a variety of interviews across the gamut from topics, women in tech, mentoring, pipelining, developers, open source, executives. Stanford's having International Women's Day celebration with the women in data science, which we're streaming that live as well. Variety of programs. In this segment, Meagen Eisenberg, friend of theCUBE, she's the CMO of Laceworks, is an amazing executive, got a great journey story as a CMO but she's also actively advising startups, companies and really pays it forward. I want to say Meagen, thank you for coming on the program and thanks for sharing. >> Yeah, thank you for having me. I'm happy to be here. >> Well, we're going to get into some of the journey celebrations that you've gone through and best practice what you've learned is pay that forward. But I got to say, one of the things that really impresses me about you as an executive is you get stuff done. You're a great CMO but also you're advised a lot of companies, you have a lot of irons in the fires and you're advising companies and sometimes they're really small startups to bigger companies, and you're paying it forward, which I love. That's kind of the spirit of this day. >> Yeah, I mean, I agree with you. When I think about my career, a lot of it was looking to mentors women out in the field. This morning I was at a breakfast by Eileen and we had the CEO of General Motors on, and she was talking about her journey nine years as a CEO. And you know, and she's paying it forward with us. But I think about, you know, when you're advising startups, you know, I've gathered knowledge and pattern recognition and to be able to share that is, you know, I enjoy it. >> Yeah. And the startups are also fun too, but it's not always easy and it can get kind of messy as you know. Some startups don't make it some succeed and it's always like the origination story is kind of rewritten and then that's that messy middle. And then it's like that arrows that don't look like a straight line but everyone thinks it's great and you know, it's not for the faint of heart. And Teresa Carlson, who I've interviewed many times, former Amazon, now she's the president of Flexport, she always says, sometimes startups on certain industries aren't for the faint of heart so you got to have a little bit of metal, right? You got to be tough. And some cases that you don't need that, but startups, it's not always easy. What have you learned? >> Yeah, I mean, certainly in the startup world, grit, creativity. You know, when I was at TripActions travel company, pandemic hits, nobody's traveling. You cut budget, you cut heads, but you focus on the core, right? You focus on what you need to survive. And creativity, I think, wins. And, you know, as a CMO when you're marketing, how do you get through that noise? Even the security space, Lacework, it's a fragmented market. You've got to be differentiated and position yourself and you know, be talking to the right target audience and customers. >> Talk about your journey over the years. What have you learned? What's some observations? Can you share any stories and best practices that someone watching could learn from? I know there's a lot of people coming into the tech space with the generative AI things going on in Cloud computing, scaling to the edge, there's a lot more aperture for technical jobs as well as just new roles and new roles that haven't, you really don't go to college for anymore. You got cybersecurity you're in. What are some of the things that you've done over your career if you can share and some best practices? >> Yeah, I think number one, continual learning. When I look through my career, I was constantly reading, networking. Part of the journey is who you're meeting along the way. As you become more senior, your ability to hire and bring in talent matters a lot. I'm always trying to meet with new people. Yeah, if I look at my Amazon feed of books I've bought, right, it kind of chronicle of my history of things I was learning about. Right now I'm reading a lot about cybersecurity, how the, you know, how how they tell me the world ends is the one I'm reading most recently. But you've got to come up to speed and then know the product, get in there and talk to customers. Certainly on the marketing front, anytime I can talk with the customer and find out how they're using us, why they love us, that, you know, helps me better position and differentiate our company. >> By the way, that book is amazing. I saw Nicole speak on Tuesday night with John Markoff and Palo Alto here. What a great story she told there. I recommend that book to everyone. It goes in and she did eight years of research into that book around zero day marketplaces to all the actors involved in security. And it was very interesting. >> Yeah, I mean, it definitely wakes you up, makes you think about what's going on in the world. Very relevant. >> It's like, yeah, it was happening all the time, wasn't it. All the hacking. But this brings me, this brings up an interesting point though, because you're in a cybersecurity area, which by the way, it's changing very fast. It's becoming a bigger industry. It's not just male dominated, although it is now, it's still male dominated, but it's becoming much more and then just tech. >> Yeah, I mean it's a constantly evolving threat landscape and we're learning, and I think more than ever you need to be able to use the data that companies have and, you know, learn from it. That's one of the ways we position ourselves. We're not just about writing rules that won't help you with those zero day attacks. You've got to be able to understand your particular environment and at any moment if it changes. And that's how we help you detect a threat. >> How is, how are things going with you? Is there any new things you guys got going on? Initiatives or programs for women in tech and increasing the range of diversity inclusion in the industry? Because again, this industry's getting much wider too. It's not just specialized, it's also growing. >> Yes, actually I'm excited. We're launching secured by women, securedbywomen.com and it's very much focused on women in the industry, which some studies are showing it's about 25% of security professionals are women. And we're going to be taking nominations and sponsoring women to go to upcoming security events. And so excited to launch that this month and really celebrate women in security and help them, you know, part of that continual learning that I talked about, making sure they're there learning, having the conversations at the conferences, being able to network. >> I have to ask you, what inspired you to pursue the career in tech? What was the motivation? >> You know, if I think way back, originally I wanted to be on the art side and my dad said, "You can do anything as long as it's in the sciences." And so in undergrad I did computer science and MIS. Graduated with MIS and computer science minor. And when I came out I was a IT engineer at Cisco and you know, that kind of started my journey and decided to go back and get my MBA. And during that process I fell in love with marketing and I thought, okay, I understand the buyer, I can come out and market technology to the IT world and developers. And then from there went to several tech companies. >> I mean my father was an engineer. He had the same kind of thing. You got to be an engineer, it's a steady, stable job. But that time, computer science, I mean we've seen the evolution of computer science now it's the most popular degree at Berkeley we've heard and around the world and the education formats are changing. You're seeing a lot of people's self-training on YouTube. The field has really changed. What are some of the challenges you see for folks trying to get into the industry and how would you advise today if you were talking to your young self, what would you, what would be the narrative? >> Yeah, I mean my drawback then was HTML pages were coming out and I thought it would be fun to design, you know, webpages. So you find something you're passionate about in the space today, whether it's gaming or it's cybersecurity. Go and be excited about it and apply and don't give up, right? Do whatever you can to read and learn. And you're right, there are a ton of online self-help. I always try to hire women and people who are continual learners and are teaching themselves something. And I try to find that in an interview to know that they, because when you come to a business, you're there to solve problems and challenges. And the folks that can do that and be innovative and learn, those are the ones I want on my team. >> It's interesting, you know, technology is now impacting society and we need everyone involved to participate and give requirements. And that kind of leads my next question for you is, like, in your opinion, or let me just step back, let me rephrase. What are some of the things that you see technology being used for, for society right now that will impact people's lives? Because this is not a gender thing. We need everybody involved 'cause society is now digital. Technology's pervasive. The AI trends now we're seeing is clearly unmasking to the mainstream that there's some cool stuff happening. >> Yeah, I mean, I think ChatGPT, think about that. All the different ways we're using it we're writing content and marketing with it. We're, you know, I just read an article yesterday, folks are using it to write children's stories and then selling those stories on Amazon, right? And the amount that they can produce with it. But if you think about it, there's unlimited uses with that technology and you've got all the major players getting involved on it. That one major launch and piece of technology is going to transform us in the next six months to a year. And it's the ability to process so much data and then turn that into just assets that we use and the creativity that's building on top of it. Even TripActions has incorporated ChatGPT into your ability to figure out where you want when you're traveling, what's happening in that city. So it's just, you're going to see that incorporated everywhere. >> I mean we've done an interview before TripAction, your other company you were at. Interesting point you don't have to type in a box to say, I'm traveling, I want a hotel. You can just say, I'm going to Barcelona for Mobile World Congress, I want to have a good time. I want some tapas and a nice dinner out. >> Yes. Yeah. That easy. We're making it easy. >> It's efficiency. >> And actually I was going to say for women specifically, I think the reason why we can do so much today is all the technology and apps that we have. I think about DoorDash, I think about Waze you know, when I was younger you had to print out instructions. Now I get in the car real quick, I need to go to soccer practice, I enter it, I need to pick them up at someone's house. I enter it. It's everything's real time. And so it takes away all the things that I don't add value to and allows me to focus on what I want in business. And so there's a bunch of, you know, apps out there that have allowed me to be so much more efficient and productive that my mother didn't have for sure when I was growing up. >> That is an amazing, I think that actually illustrates, in my opinion, the best example of ChatGPT because the maps and GPS integration were two techs, technologies merged together that replace driving and looking at the map. You know, like how do you do that? Like now it's automatically. This is what's going to happen to creative, to writing, to ideation. I even heard Nicole from her book read said that they're using ChatGPT to write zero day exploits. So you seeing it... >> That's scary stuff. You're right. >> You're seeing it everywhere. Super exciting. Well, I got to ask you before you get into some of the Lacework things that you're involved with, cause I think you're doing great work over there is, what was the most exciting projects you've worked on in your career? You came in Cisco, very technical company, so got the technical chops, CSMIS which stands for Management of Information Science for all the young people out there, that was the state of the art back then. What are some of the exciting things you've done? >> Yeah, I mean, I think about, I think about MongoDB and learning to market to developers. Taking the company public in 2017. Launching Atlas database as a service. Now there's so much more of that, you know, the PLG motion, going to TripActions, you know, surviving a pandemic, still being able to come out of that and all the learnings that went with it. You know, they recently, I guess rebranded, so they're Navan now. And then now back in the security space, you know, 14 years ago I was at ArcSite and we were bought by HP. And so getting back into the security world is exciting and it's transformed a ton as you know, it's way more complicated than it was. And so just understanding the pain of our customers and how we protect them as is fun. And I like, you know, being there from a marketing standpoint. >> Well we really appreciate you coming on and sharing that. I got to ask you, for folks watching they might be interested in some advice that you might have for them and their career in tech. I know a lot of young people love the tech. It's becoming pervasive in our lives, as we mentioned. What advice would you give for folks watching that want to start a career in tech? >> Yeah, so work hard, right? Study, network, your first job, be the best at it because every job after that you get pulled into a network. And every time I move, I'm hiring people from the last job, two jobs before, three jobs before. And I'm looking for people that are working hard, care, you know, are continual learners and you know, add value. What can you do to solve problems at your work and add value? >> What's your secret networking hack or growth hack or tip that you can share? Because you're a great networker by the way. You're amazing and you do add a lot of value. I've seen you in action. >> Well, I try never to eat alone. I've got breakfast, I've got lunch, I've got coffee breaks and dinner. And so when I'm at work, I try and always sit and eat with a team member, new group. If I'm out on the road, I'm, you know, meeting people for lunch, going for dinner, just, you know, don't sit at your desk by yourself and don't sit in the hotel room. Get out and meet with people. >> What do you think about now that we're out of the pandemic or somewhat out of the pandemic so to speak, events are back. >> Yes. >> RSA is coming up. It's a big event. The bigger events are getting bigger and then the other events are kind of smaller being distributed. What's your vision of how events are evolving? >> Yeah, I mean, you've got to be in person. Those are the relationships. Right now more than ever people care about renewals and you are building that rapport. And if you're not meeting with your customers, your competitors are. So what I would say is get out there Lacework, we're going to be at RSA, we're going to be at re:Inforce, we're going to be at all of these events, building relationships, you know, coffee, lunch, and yeah, I think the future of events are here to stay and those that don't embrace in person are going to give up business. They're going to lose market share to us. >> And networking is obviously very key on events as well. >> Yes. >> A good opportunity as always get out to the events. What's the event networking trick or advice do you give folks that are going to get out to the networking world? >> Yeah, schedule ahead of time. Don't go to an event and expect people just to come by for great swag. You should be partnering with your sales team and scheduling ahead of time, getting on people's calendars. Don't go there without having 100 or 200 meetings already booked. >> Got it. All right. Let's talk about you, your career. You're currently at Lacework. It's a very hot company in a hot field, security, very male dominated, you're a leader there. What's it like? What's the strategies? How does a woman get in there and be successful? What are some tricks, observations, any data you can share? What's the best practice? What's the secret sauce from Meagen Eisenberg? >> Yes. Yeah, for Meagen Eisenberg. For Lacework, you know, we're focused on our customers. There's nothing better than getting, being close to them, solving their pain, showcasing them. So if you want to go into security, focus on their, the issues and their problems and make sure they're aware of what you're delivering. I mean, we're focused on cloud security and we go from build time to run time. And that's the draw for me here is we had a lot of, you know, happy, excited customers by what we were doing. And what we're doing is very different from legacy security providers. And it is tapping into the trend of really understanding how much data you have and what's happening in the data to detect the anomalies and the threats that are there. >> You know, one of the conversations that I was just having with a senior leader, she was amazing and I asked her what she thought of the current landscape, the job market, the how to get promoted through the careers, all those things. And the response was interesting. I want to get your reaction. She said interdisciplinary skills are critical. And now more than ever, the having that, having a set of skills, technical and social and emotional are super valuable. Do you agree? What's your reaction to that and what would, how would you reframe that? >> Yeah, I mean, I completely agree. You can't be a leader without balance. You've got to know your craft because you're developing and training your team, but you also need to know the, you know, how to build relationships. You're not going to be successful as a C-level exec if you're not partnering across the functions. As a CMO I need to partner with product, I need to partner with the head of sales, I need to partner with finance. So those relationships matter a ton. I also need to attract the right talent. I want to have solid people on the team. And what I will say in the security, cybersecurity space, there's a talent shortage and you cannot hire enough people to protect your company in that space. And that's kind of our part of it is we reduce the number of alerts that you're getting. So you don't need hundreds of people to detect an issue. You're using technology to show, you know, to highlight the issue and then your team can focus on those alerts that matter. >> Yeah, there's a lot of emerging markets where leveling up and you don't need pedigree. You can just level up skill-wise pretty quickly. Which brings me to the next question for you is how do you keep up with all the tech day-to-day and how should someone watching stay on top of it? Because I mean, you got to be on top of this stuff and you got to ride the wave. It's pretty turbulent, but it's still growing and changing. >> Yeah, it's true. I mean, there's a lot of reading. I'm watching the news. Anytime something comes out, you know, ChatGPT I'm playing with it. I've got a great network and sharing. I'm on, you know, LinkedIn reading articles all the time. I have a team, right? Every time I hire someone, they bring new information and knowledge in and I'm you know, Cal Poly had this learn by doing that was the philosophy at San Luis Obispo. So do it. Try it, don't be afraid of it. I think that's the advice. >> Well, I love some of the points you mentioned community and network. You mentioned networking. That brings up the community question, how could people get involved? What communities are out there? How should they approach communities? 'Cause communities are also networks, but also they're welcoming people in that form networks. So it's a network of networks. So what's your take on how to engage and work with communities? How do you find your tribe? If someone's getting into the business, they want support, they might want technology learnings, what's your approach? >> Yeah, so a few, a few different places. One, I'm part of the operator collective, which is a strong female investment group that's open and works a lot with operators and they're in on the newest technologies 'cause they're investing in it. Chief I think is a great organization as well. You've got a lot of, if you're in marketing, there's a ton of CMO networking events that you can go to. I would say any field, even for us at Lacework, we've got some strong CISO networks and we do dinners around you know, we have one coming up in the Bay area, in Boston, New York, and you can come and meet other CISOs and security leaders. So when I get an invite and you know we all do, I will go to it. I'll carve out the time and meet with others. So I think, you know, part of the community is get out there and, you know, join some of these different groups. >> Meagen, thank you so much for spending the time. Final question for you. How do you see the future of tech evolving and how do you see your role in it? >> Yeah, I mean, marketing's changing wildly. There's so many different channels. You think about all the social media channels that have changed over the last five years. So when I think about the future of tech, I'm looking at apps on my phone. I have three daughters, 13, 11, and 8. I'm telling you, they come to me with new apps and new technology all the time, and I'm paying attention what they're, you know, what they're participating in and what they want to be a part of. And certainly it's going to be a lot more around the data and AI. I think we're only at the beginning of that. So we will continue to, you know, learn from it and wield it and deal with the mass amount of data that's out there. >> Well, you saw TikTok just got banned by the European Commission today around their staff. Interesting times. >> It is. >> Meagen, thank you so much as always. You're a great tech athlete. Been following your career for a while, a long time. You're an amazing leader. Thank you for sharing your story here on theCUBE, celebration of International Women's Day. Every day is IWD and thanks for coming on. >> Thank you for having me. >> Okay. I'm John Furrier here in theCUBE Studios in Palo Alto. Thank you for watching, more to come stay with us. (bright music)
SUMMARY :
you for coming on the program Yeah, thank you for having me. That's kind of the spirit of this day. But I think about, you know, and it can get kind of messy as you know. and you know, be talking to the right What are some of the how the, you know, I recommend that book to everyone. makes you think about what's happening all the time, wasn't it. rules that won't help you you guys got going on? and help them, you know, and you know, that kind and around the world and the to design, you know, webpages. It's interesting, you know, to figure out where you Interesting point you That easy. I think about Waze you know, and looking at the map. You're right. Well, I got to ask you before you get into And I like, you know, some advice that you might have and you know, add value. You're amazing and you If I'm out on the road, I'm, you know, What do you think about now and then the other events and you are building that rapport. And networking is obviously do you give folks that just to come by for great swag. any data you can share? and the threats that are there. the how to get promoted You're using technology to show, you know, and you got to ride the wave. and I'm you know, the points you mentioned and you can come and meet other and how do you see your role in it? and new technology all the time, Well, you saw TikTok just got banned Thank you for sharing your Thank you for watching,
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Opening Keynote | Supercloud2
(intro music plays) >> Okay, welcome back to Supercloud 2. I'm John Furrier with my co-host, Dave Vellante, here in our Palo Alto Studio, with a live performance all day unpacking the wave of Supercloud. This is our second edition. Back for keynote review here is Vittorio Viarengo, talking about the hype and the reality of the Supercloud momentum. Vittorio, great to see you. You got a presentation. Looking forward to hearing the update. >> It's always great to be here on this stage with you guys. >> John Furrier: (chuckles) So the business imperative for cloud right now is clear and the Supercloud wave points to the builders and they want to break through. VMware, you guys have a lot of builders in the ecosystem. Where do you guys see multicloud today? What's going on? >> So, what we see is, when we talk with our customers is that customers are in a state of cloud chaos. Raghu Raghuram, our CEO, introduced this term at our user conference and it really resonated with our customers. And the chaos comes from the fact that most enterprises have applications spread across private cloud, multiple hyperscalers, and the edge increasingly. And so with that, every hyperscaler brings their own vertical integrated stack of infrastructure development, platform security, and so on and so forth. And so our customers are left with a ballooning cost because they have to train their employees across multiple stacks. And the costs are only going up. >> John Furrier: Have you talked about the Supercloud with your customers? What are they looking for when they look at the business value of Cross-Cloud Services? Why are they digging into it? What are some of the reasons? >> First of all, let's put this in perspective. 90, 87% of customers use two or more cloud including the private cloud. And 55%, get this, 55% use three or more clouds, right? And so, when you talk to these customers they're all asking for two things. One, they find that managing the multicloud is more difficult than the private cloud. And that goes without saying because it's new, they don't have the skills, and they have many of these. And pretty much everybody, 87% of them, are seeing their cost getting out of control. And so they need a new approach. We believe that the industry needs a new approach to solving the multicloud problem, which you guys have introduced and you call it the Supercloud. We call it Cross-Cloud Services. But the idea is that- and the parallel goes back to the private cloud. In the private cloud, if you remember the old days, before we called it the private cloud, we would install SAP. And the CIO would go, "Oh, I hear SAP works great on HP hardware. Oh, let's buy the HP stack", right? (hosts laugh) And then you go, "Oh, oh, Oracle databases. They run phenomenally on Sun Stack." That's another stack. And it wasn't sustainable, right? And so, VMware came in with virtualization and made everything look the same. And we unleashed a tremendous era of growth and speed and cost saving for our customers. So we believe, and I think the industry also believes, if you look at the success of Supercloud, first instance and today, that we need to create a new level of abstraction in the cloud. And this abstraction needs to be at a higher level. It needs to be built around the lingua franca of the cloud, which is Kubernetes, APIs, open source stacks. And by doing so, we're going to allow our customers to have a more unified way of building, managing, running, connecting, and securing applications across cloud. >> So where should that standardization occur? 'Cause we're going to hear from some customers today. When I ask them about cloud chaos, they're like, "Well, the way we deal with cloud chaos is MonoCloud". They sort of put on the blinders, right? But of course, they may be risking not being able to take advantage of best-of-breed. So where should that standardization layer occur across clouds? >> [Vittorio Viarengo] Well, I also hear that from some customers. "Oh, we are one cloud". They are in denial. There's no question about it. In fact, when I met at our user conference with a number of CIOs, and I went around the room and I asked them, I saw the entire spectrum. (laughs) The person is in denial. "Oh, we're using AWS." I said, "Great." "And the private cloud, so we're all set." "Okay, thank you. Next." "Oh, the business units are using AWS." "Ah, okay. So you have three." "Oh, and we just bought a company that is using Google back in Europe." So, okay, so you got four right there. So that person in denial. Then, you have the second category of customers that are seeing the problem, they're ahead of the pack, and they're building their solution. We're going to hear from Walmart later today. >> Dave Vellante: Yeah. >> So they're building their own. Not everybody has the skills and the scale of Walmart to build their own. >> Dave Vellante: Right. >> So, eventually, then you get to the third category of customers. They're actually buying solutions from one of the many ISVs that you are going to talk with today. You know, whether it is Azure Corp or Snowflake or all this. I will argue, any new company, any new ISV, is by definition a multicloud service company, right? And so these people... Or they're buying our Cross-Cloud Services to solve this problem. So that's the spectrum of customers out there. >> What's the stack you're focusing on specifically? What is VMware? Because virtualization is not going away. You're seeing a lot more in the cloud with networking, for example, this abstraction layer. What specifically are you guys focusing on? >> [Vittorio Viarengo] So, I like to talk about this beyond what VMware does, just 'cause I think this is an industry movement. A market is forming around multicloud services. And so it's an approach that pretty much a whole industry is taking of building this abstraction layer. In our approach, it is to bring these services together to simplify things even further. So, initially, we were the first to see multicloud happening. You know, Raghu and Sanjay, back in what, like 2016, 17, saw this coming and our first foray in multicloud was to take this sphere and our hypervisor and port it natively on all the hyperscaling, which is a phenomenal solution to get your enterprise application in the cloud and modernize them. But then we realized that customers were already in the cloud natively. And so we had to have (all chuckle) a religion discussion internally and drop that hypervisor religion and say, "Hey, we need to go and help our customers where they are, in a native cloud". And that's where we brought back Pivotal. We built tons around it. We shifted. And then Aria. And so basically, our evolution was to go from, you know, our hypervisor to cloud native. And then eventually we ended up at what we believe is the most comprehensive multicloud services solution that covers Application Development with Tanzu, Management with Aria, and then you have NSX for security and user computing for connectivity. And so we believe that we have the most comprehensive set of integrated services to solve the challenges of multicloud, bringing excess simplicity into the picture. >> John Furrier: As some would say, multicloud and multi environment, when you get to the distributed computing with the edge, you're going to need that capability. And you guys have been very successful with private cloud. But to be devil's advocate, you guys have been great with private cloud, but some are saying like, you guys don't get public cloud yet. How do you answer that? Because there's a lot of work that you guys have done in public cloud and it seems like private cloud successes are moving up into public cloud. Like networking. You're seeing a lot of that being configured in. So the enterprise-grade solutions are moving into the cloud. So what would you say to the skeptics out there that say, "Oh, I think you got private cloud nailed down, but you don't really have public cloud." (chuckles) >> [Vittorio Viarengo] First of all, we love skeptics. Our engineering team love skeptics and love to prove them wrong. (John laughs) And I would never ever bet against our engineering team. So I believe that VMware has been so successful in building a private cloud and the technology that actually became the foundation for the public cloud. But that is always hard, to be known in a new environment, right? There's always that period where you have to prove yourself. But what I love about VMware is that VMware has what I believe, what I like to call "enterprise pragmatism". The private cloud is not going away. So we're going to help our customers there, and then, as they move to the cloud, we are going to give them an option to adopt the cloud at their own pace, with VMware cloud, to allow them to move to the cloud and be able to rely on the enterprise-class capabilities we built on-prem in the cloud. But then with Tanzu and Aria and the rest of the Cross-Cloud Service portfolio, being able to meet them where they are. If they're already in the cloud, have them have a single place to build application, a single place to manage application, and so on and so forth. >> John Furrier: You know, Dave, we were talking in the opening. Vittorio, I want to get your reaction to this because we were saying in the opening that the market's obviously pushing this next gen. You see ChatGPT and the success of these new apps that are coming out. The business models are demanding kind of a digital transformation. The tech, the builders, are out there, and you guys have a interesting view because your customer base is almost the canary in the coal mine because this is an Operations challenge as well as just enabling the cloud native. So, I want to get your thoughts on, you know, your customer base, VMware customers. They've been in IT Ops for generations. And now, as that crowd moves and sees this Supercloud environment, it's IT again, but it's everywhere. It's not just IT in a data center. It's on-premises, it's cloud, it's edge. So, almost, your customer base is like a canary in the coal mine for this movement of how do you operationalize multiple environments? Which includes clouds, which includes apps. I mean, this is the core question. >> [Vittorio Viarengo] Yeah. And I want to make this an industry conversation. Forget about VMware for a second. We believe that there are like four or five major pillars that you need to implement to create this level of abstraction. It starts from observability. If you don't know- You need to know where your apps are, where your data is, how the the applications are performing, what is the security posture, what is their performance? So then, you can do something about it. We call that the observability part of this, creating this abstraction. The second one is security. So you need to be- Sorry. Infrastructure. An infrastructure. Creating an abstraction layer for infrastructure means to be able to give the applications, and the developer who builds application, the right infrastructure for the application at the right time. Whether it is a VM, whether it's a Kubernetes cluster, or whether it's microservices, and so on and so forth. And so, that allows our developers to think about infrastructure just as code. If it is available, whatever application needs, whatever the cost makes sense for my application, right? The third part of security, and I can give you a very, very simple example. Say that I was talking to a CIO of a major insurance company in Europe and he is saying to me, "The developers went wild, built all these great front office applications. Now the business is coming to me and says, 'What is my compliance report?'" And the guy is saying, "Say that I want to implement the policy that says, 'I want to encrypt all my data no matter where it resides.' How does it do it? It needs to have somebody logging in into Amazon and configure it, then go to Google, configure it, go to the private cloud." That's time and cost, right? >> Yeah. >> So, you need to have a way to enforce security policy from the infrastructure to the app to the firewall in one place and distribute it across. And finally, the developer experience, right? Developers, developers, developers. (all laugh) We're always trying to keep up with... >> Host: You can dance if you want to do... >> [Vittorio Viarengo] Yeah, let's not make a fool of ourselves. More than usual. Developers are the kings and queens of the hill. They are. Why? Because they build the application. They're making us money and saving us money. And so we need- And right now, they have to go into these different stacks. So, you need to give developers two things. One, a common development experience across this different Kubernetes distribution. And two, a way for the operators. To your point. The operators have fallen behind the developers. And they cannot go to the developer there and tell them, "This is how you're going to do things." They have to see how they're doing things and figure out how to bring the gallery underneath so that developers can be developers, but the operators can lay down the tracks and the infrastructure there is secure and compliant. >> Dave Vellante: So two big inferences from that. One is self-serve infrastructure. You got- In a decentralized cloud, a Supercloud world, you got to have self-serve infrastructure, you got to be simple. And the second is governance. You mentioned security, but it's also governance. You know, data sovereignty as we talked about. So the question I have, Vittorio, is where does the customer start? >> [Vittorio Viarengo] So I, it always depends on the business need, but to me, the foundational layer is observability. If you don't know where your staff is, you cannot manage, you cannot secure it, you cannot manage its cost, right? So I think observability is the bar to entry. And then it depends on the business needs, right? So, we go back to the CIO that I talked to. He is clearly struggling with compliance and security. >> Hosts: Mm hmm. >> And so, like many customers. And so, that's maybe where they start. There are other customers that are a little behind the head of the pack in terms of building applications, right? And so they're looking at these, you know, innovative companies that have the developers that get the cloud and build all these application. They are leader in the industry. They're saying, "How do I get some of that?" Well, the way you get some of that is by adopting modern application development and platform operational capabilities. So, that's maybe, that's where they should start. And so on and so forth. It really depends on the business. To me, observability is the foundational part of this. >> John Furrier: Vittorio, we've been on this conversation with you for over a year and a half now with Supercloud. You've been a leader in seeing the wave, you and Raghu and the team at VMware, among other industry leaders. This is our second event. If you're- In the minute and a half that we have left, when you get asked, "what is this Supercloud multicloud Cross-Cloud thing? What's it mean?" I mean, I mentioned earlier, the market, the business models are changing, tech's changing, society needs more economic value out of the cloud. Builders are out there. If someone says, "Hey, Vittorio, what's the bottom line? What's really going on? Why should I pay attention to this wave? What's going on?" How would you describe the relevance of Supercloud? >> I think that this industry is full of smart vendors and smart customers. And if we are smart about it, we look at the history of IT and the history of IT repeats itself over and over again. You follow the- He said, "Follow the money." I say, "Follow the developers." That's how I made my career. I follow great developers. I look at, you know, Kit Colbert. I say, "Okay. I'm going to get behind that guy wherever he is going." And I try to add value to that person. I look at Raghu and all the great engineers that I was blessed to work with. And so the engineers go and explore new territories and then the rest of the stacks moves around. The developers have gone multicloud. And just like in any iteration of IT, at some point, the way you get the right scales at the right cost is with abstractions. And you can see it everywhere from, you know, bits and bytes, integration, to SOA, to APIs and microservices. You can see it now from best-of-breed hyperscaler across multiple clouds to creating an abstraction layer, a Supercloud, that creates a unified way of building, managing, running, securing, and accessing applications. So if you're a customer- (laughs) A minute and a half. (hosts chuckle) If you are customers that are out there and feeling the pain, you got to adopt this. If you are customers that is behind and saying, "Maybe you're in denial" look at the customers that are solving the problems today, and we're going to have some today. See what they're doing and learn from them so you don't make the same mistakes and you can get there ahead of it. >> Dave Vellante: Gracely's Law, John. Brian Gracely. That history repeats itself and- >> John Furrier: And I think one of these, "follow the developers" is interesting. And the other big wave, I want to get your comment real quick, is that developers aren't just application developers. They're network developers. The stack has completely been software-enabled so that you have software-defined networking, you have all kinds of software at all aspects of observability, infrastructure, security. The developers are everywhere. It's not just software. Software is everywhere. >> [Vittorio Viarengo] Yeah. Developers, developers, developers. The other thing that we can tell, I can tell, and we know, because we live in Silicon Valley. We worship developers but if you are out there in manufacturing, healthcare... If you have developers that understand this stuff, pamper them, keep them happy. (hosts laugh) If you don't have them, figure out where they hang out and go recruit them because developers indeed make the IT world go round. >> John Furrier: Vittorio, thank you for coming on with that opening keynote here for Supercloud 2. We're going to unpack what Supercloud is all about in our second edition of our live performance here in Palo Alto. Virtual event. We're going to talk to customers, experts, leaders, investors, everyone who's looking at the future, what's being enabled by this new big wave coming on called Supercloud. I'm John Furrier with Dave Vellante. We'll be right back after this short break. (ambient theme music plays)
SUMMARY :
of the Supercloud momentum. on this stage with you guys. and the Supercloud wave And the chaos comes from the fact And the CIO would go, "Well, the way we deal with that are seeing the problem, and the scale of Walmart So that's the spectrum You're seeing a lot more in the cloud and then you have NSX for security And you guys have been very and the rest of the that the market's obviously Now the business is coming to me and says, from the infrastructure if you want to do... and the infrastructure there And the second is governance. is the bar to entry. Well, the way you get some of that out of the cloud. the way you get the right scales Dave Vellante: Gracely's Law, John. And the other big wave, make the IT world go round. We're going to unpack what
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theCUBE's New Analyst Talks Cloud & DevOps
(light music) >> Hi everybody. Welcome to this Cube Conversation. I'm really pleased to announce a collaboration with Rob Strechay. He's a guest cube analyst, and we'll be working together to extract the signal from the noise. Rob is a long-time product pro, working at a number of firms including AWS, HP, HPE, NetApp, Snowplow. I did a stint as an analyst at Enterprise Strategy Group. Rob, good to see you. Thanks for coming into our Marlboro Studios. >> Well, thank you for having me. It's always great to be here. >> I'm really excited about working with you. We've known each other for a long time. You've been in the Cube a bunch. You know, you're in between gigs, and I think we can have a lot of fun together. Covering events, covering trends. So. let's get into it. What's happening out there? We're sort of exited the isolation economy. Things were booming. Now, everybody's tapping the brakes. From your standpoint, what are you seeing out there? >> Yeah. I'm seeing that people are really looking how to get more out of their data. How they're bringing things together, how they're looking at the costs of Cloud, and understanding how are they building out their SaaS applications. And understanding that when they go in and actually start to use Cloud, it's not only just using the base services anymore. They're looking at, how do I use these platforms as a service? Some are easier than others, and they're trying to understand, how do I get more value out of that relationship with the Cloud? They're also consolidating the number of Clouds that they have, I would say to try to better optimize their spend, and getting better pricing for that matter. >> Are you seeing people unhook Clouds, or just reduce maybe certain Cloud activities and going maybe instead of 60/40 going 90/10? >> Correct. It's more like the 90/10 type of rule where they're starting to say, Hey I'm not going to get rid of Azure or AWS or Google. I'm going to move a portion of this over that I was using on this one service. Maybe I got a great two-year contract to start with on this platform as a service or a database as a service. I'm going to unhook from that and maybe go with an independent. Maybe with something like a Snowflake or a Databricks on top of another Cloud, so that I can consolidate down. But it also gives them more flexibility as well. >> In our last breaking analysis, Rob, we identified six factors that were reducing Cloud consumption. There were factors and customer tactics. And I want to get your take on this. So, some of the factors really, you got fewer mortgage originations. FinTech, obviously big Cloud user. Crypto, not as much activity there. Lower ad spending means less Cloud. And then one of 'em, which you kind of disagreed with was less, less analytics, you know, fewer... Less frequency of calculations. I'll come back to that. But then optimizing compute using Graviton or AMD instances moving to cheaper storage tiers. That of course makes sense. And then optimize pricing plans. Maybe going from On Demand, you know, to, you know, instead of pay by the drink, buy in volume. Okay. So, first of all, do those make sense to you with the exception? We'll come back and talk about the analytics piece. Is that what you're seeing from customers? >> Yeah, I think so. I think that was pretty much dead on with what I'm seeing from customers and the ones that I go out and talk to. A lot of times they're trying to really monetize their, you know, understand how their business utilizes these Clouds. And, where their spend is going in those Clouds. Can they use, you know, lower tiers of storage? Do they really need the best processors? Do they need to be using Intel or can they get away with AMD or Graviton 2 or 3? Or do they need to move in? And, I think when you look at all of these Clouds, they always have pricing curves that are arcs from the newest to the oldest stuff. And you can play games with that. And understanding how you can actually lower your costs by looking at maybe some of the older generation. Maybe your application was written 10 years ago. You don't necessarily have to be on the best, newest processor for that application per se. >> So last, I want to come back to this whole analytics piece. Last June, I think it was June, Dev Ittycheria, who's the-- I call him Dev. Spelled Dev, pronounced Dave. (chuckles softly) Same pronunciation, different spelling. Dev Ittycheria, CEO of Mongo, on the earnings call. He was getting, you know, hit. Things were starting to get a little less visible in terms of, you know, the outlook. And people were pushing him like... Because you're in the Cloud, is it easier to dial down? And he said, because we're the document database, we support transaction applications. We're less discretionary than say, analytics. Well on the Snowflake earnings call, that same month or the month after, they were all over Slootman and Scarpelli. Oh, the Mongo CEO said that they're less discretionary than analytics. And Snowflake was an interesting comment. They basically said, look, we're the Cloud. You can dial it up, you can dial it down, but the area under the curve over a period of time is going to be the same, because they get their customers to commit. What do you say? You disagreed with the notion that people are running their calculations less frequently. Is that because they're trying to do a better job of targeting customers in near real time? What are you seeing out there? >> Yeah, I think they're moving away from using people and more expensive marketing. Or, they're trying to figure out what's my Google ad spend, what's my Meta ad spend? And what they're trying to do is optimize that spend. So, what is the return on advertising, or the ROAS as they would say. And what they're looking to do is understand, okay, I have to collect these analytics that better understand where are these people coming from? How do they get to my site, to my store, to my whatever? And when they're using it, how do they they better move through that? What you're also seeing is that analytics is not only just for kind of the retail or financial services or things like that, but then they're also, you know, using that to make offers in those categories. When you move back to more, you know, take other companies that are building products and SaaS delivered products. They may actually go and use this analytics for making the product better. And one of the big reasons for that is maybe they're dialing back how many product managers they have. And they're looking to be more data driven about how they actually go and build the product out or enhance the product. So maybe they're, you know, an online video service and they want to understand why people are either using or not using the whiteboard inside the product. And they're collecting a lot of that product analytics in a big way so that they can go through that. And they're doing it in a constant manner. This first party type tracking within applications is growing rapidly by customers. >> So, let's talk about who wins in that. So, obviously the Cloud guys, AWS, Google and Azure. I want to come back and unpack that a little bit. Databricks and Snowflake, we reported on our last breaking analysis, it kind of on a collision course. You know, a couple years ago we were thinking, okay, AWS, Snowflake and Databricks, like perfect sandwich. And then of course they started to become more competitive. My sense is they still, you know, compliment each other in the field, right? But, you know, publicly, they've got bigger aspirations, they get big TAMs that they're going after. But it's interesting, the data shows that-- So, Snowflake was off the charts in terms of spending momentum and our EPR surveys. Our partner down in New York, they kind of came into line. They're both growing in terms of market presence. Databricks couldn't get to IPO. So, we don't have as much, you know, visibility on their financials. You know, Snowflake obviously highly transparent cause they're a public company. And then you got AWS, Google and Azure. And it seems like AWS appears to be more partner friendly. Microsoft, you know, depends on what market you're in. And Google wants to sell BigQuery. >> Yeah. >> So, what are you seeing in the public Cloud from a data platform perspective? >> Yeah. I think that was pretty astute in what you were talking about there, because I think of the three, Google is definitely I think a little bit behind in how they go to market with their partners. Azure's done a fantastic job of partnering with these companies to understand and even though they may have Synapse as their go-to and where they want people to go to do AI and ML. What they're looking at is, Hey, we're going to also be friendly with Snowflake. We're also going to be friendly with a Databricks. And I think that, Amazon has always been there because that's where the market has been for these developers. So, many, like Databricks' and the Snowflake's have gone there first because, you know, Databricks' case, they built out on top of S3 first. And going and using somebody's object layer other than AWS, was not as simple as you would think it would be. Moving between those. >> So, one of the financial meetups I said meetup, but the... It was either the CEO or the CFO. It was either Slootman or Scarpelli talking at, I don't know, Merrill Lynch or one of the other financial conferences said, I think it was probably their Q3 call. Snowflake said 80% of our business goes through Amazon. And he said to this audience, the next day we got a call from Microsoft. Hey, we got to do more. And, we know just from reading the financial statements that Snowflake is getting concessions from Amazon, they're buying in volume, they're renegotiating their contracts. Amazon gets it. You know, lower the price, people buy more. Long term, we're all going to make more money. Microsoft obviously wants to get into that game with Snowflake. They understand the momentum. They said Google, not so much. And I've had customers tell me that they wanted to use Google's AI with Snowflake, but they can't, they got to go to to BigQuery. So, honestly, I haven't like vetted that so. But, I think it's true. But nonetheless, it seems like Google's a little less friendly with the data platform providers. What do you think? >> Yeah, I would say so. I think this is a place that Google looks and wants to own. Is that now, are they doing the right things long term? I mean again, you know, you look at Google Analytics being you know, basically outlawed in five countries in the EU because of GDPR concerns, and compliance and governance of data. And I think people are looking at Google and BigQuery in general and saying, is it the best place for me to go? Is it going to be in the right places where I need it? Still, it's still one of the largest used databases out there just because it underpins a number of the Google services. So you almost get, like you were saying, forced into BigQuery sometimes, if you want to use the tech on top. >> You do strategy. >> Yeah. >> Right? You do strategy, you do messaging. Is it the right call by Google? I mean, it's not a-- I criticize Google sometimes. But, I'm not sure it's the wrong call to say, Hey, this is our ace in the hole. >> Yeah. >> We got to get people into BigQuery. Cause, first of all, BigQuery is a solid product. I mean it's Cloud native and it's, you know, by all, it gets high marks. So, why give the competition an advantage? Let's try to force people essentially into what is we think a great product and it is a great product. The flip side of that is, they're giving up some potential partner TAM and not treating the ecosystem as well as one of their major competitors. What do you do if you're in that position? >> Yeah, I think that that's a fantastic question. And the question I pose back to the companies I've worked with and worked for is, are you really looking to have vendor lock-in as your key differentiator to your service? And I think when you start to look at these companies that are moving away from BigQuery, moving to even, Databricks on top of GCS in Google, they're looking to say, okay, I can go there if I have to evacuate from GCP and go to another Cloud, I can stay on Databricks as a platform, for instance. So I think it's, people are looking at what platform as a service, database as a service they go and use. Because from a strategic perspective, they don't want that vendor locking. >> That's where Supercloud becomes interesting, right? Because, if I can run on Snowflake or Databricks, you know, across Clouds. Even Oracle, you know, they're getting into business with Microsoft. Let's talk about some of the Cloud players. So, the big three have reported. >> Right. >> We saw AWSs Cloud growth decelerated down to 20%, which is I think the lowest growth rate since they started to disclose public numbers. And they said they exited, sorry, they said January they grew at 15%. >> Yeah. >> Year on year. Now, they had some pretty tough compares. But nonetheless, 15%, wow. Azure, kind of mid thirties, and then Google, we had kind of low thirties. But, well behind in terms of size. And Google's losing probably almost $3 billion annually. But, that's not necessarily a bad thing by advocating and investing. What's happening with the Cloud? Is AWS just running into the law, large numbers? Do you think we can actually see a re-acceleration like we have in the past with AWS Cloud? Azure, we predicted is going to be 75% of AWS IAS revenues. You know, we try to estimate IAS. >> Yeah. >> Even though they don't share that with us. That's a huge milestone. You'd think-- There's some people who have, I think, Bob Evans predicted a while ago that Microsoft would surpass AWS in terms of size. You know, what do you think? >> Yeah, I think that Azure's going to keep to-- Keep growing at a pretty good clip. I think that for Azure, they still have really great account control, even though people like to hate Microsoft. The Microsoft sellers that are out there making those companies successful day after day have really done a good job of being in those accounts and helping people. I was recently over in the UK. And the UK market between AWS and Azure is pretty amazing, how much Azure there is. And it's growing within Europe in general. In the states, it's, you know, I think it's growing well. I think it's still growing, probably not as fast as it is outside the U.S. But, you go down to someplace like Australia, it's also Azure. You hear about Azure all the time. >> Why? Is that just because of the Microsoft's software state? It's just so convenient. >> I think it has to do with, you know, and you can go with the reasoning they don't break out, you know, Office 365 and all of that out of their numbers is because they have-- They're in all of these accounts because the office suite is so pervasive in there. So, they always have reasons to go back in and, oh by the way, you're on these old SQL licenses. Let us move you up here and we'll be able to-- We'll support you on the old version, you know, with security and all of these things. And be able to move you forward. So, they have a lot of, I guess you could say, levers to stay in those accounts and be interesting. At least as part of the Cloud estate. I think Amazon, you know, is hitting, you know, the large number. Laws of large numbers. But I think that they're also going through, and I think this was seen in the layoffs that they were making, that they're looking to understand and have profitability in more of those services that they have. You know, over 350 odd services that they have. And you know, as somebody who went there and helped to start yet a new one, while I was there. And finally, it went to beta back in September, you start to look at the fact that, that number of services, people, their own sellers don't even know all of their services. It's impossible to comprehend and sell that many things. So, I think what they're going through is really looking to rationalize a lot of what they're doing from a services perspective going forward. They're looking to focus on more profitable services and bringing those in. Because right now it's built like a layer cake where you have, you know, S3 EBS and EC2 on the bottom of the layer cake. And then maybe you have, you're using IAM, the authorization and authentication in there and you have all these different services. And then they call it EMR on top. And so, EMR has to pay for that entire layer cake just to go and compete against somebody like Mongo or something like that. So, you start to unwind the costs of that. Whereas Azure, went and they build basically ground up services for the most part. And Google kind of falls somewhere in between in how they build their-- They're a sort of layer cake type effect, but not as many layers I guess you could say. >> I feel like, you know, Amazon's trying to be a platform for the ecosystem. Yes, they have their own products and they're going to sell. And that's going to drive their profitability cause they don't have to split the pie. But, they're taking a piece of-- They're spinning the meter, as Ziyas Caravalo likes to say on every time Snowflake or Databricks or Mongo or Atlas is, you know, running on their system. They take a piece of the action. Now, Microsoft does that as well. But, you look at Microsoft and security, head-to-head competitors, for example, with a CrowdStrike or an Okta in identity. Whereas, it seems like at least for now, AWS is a more friendly place for the ecosystem. At the same time, you do a lot of business in Microsoft. >> Yeah. And I think that a lot of companies have always feared that Amazon would just throw, you know, bodies at it. And I think that people have come to the realization that a two pizza team, as Amazon would call it, is eight people. I think that's, you know, two slices per person. I'm a little bit fat, so I don't know if that's enough. But, you start to look at it and go, okay, if they're going to start out with eight engineers, if I'm a startup and they're part of my ecosystem, do I really fear them or should I really embrace them and try to partner closer with them? And I think the smart people and the smart companies are partnering with them because they're realizing, Amazon, unless they can see it to, you know, a hundred million, $500 million market, they're not going to throw eight to 16 people at a problem. I think when, you know, you could say, you could look at the elastic with OpenSearch and what they did there. And the licensing terms and the battle they went through. But they knew that Elastic had a huge market. Also, you had a number of ecosystem companies building on top of now OpenSearch, that are now domain on top of Amazon as well. So, I think Amazon's being pretty strategic in how they're doing it. I think some of the-- It'll be interesting. I think this year is a payout year for the cuts that they're making to some of the services internally to kind of, you know, how do we take the fat off some of those services that-- You know, you look at Alexa. I don't know how much revenue Alexa really generates for them. But it's a means to an end for a number of different other services and partners. >> What do you make of this ChatGPT? I mean, Microsoft obviously is playing that card. You want to, you want ChatGPT in the Cloud, come to Azure. Seems like AWS has to respond. And we know Google is, you know, sharpening its knives to come up with its response. >> Yeah, I mean Google just went and talked about Bard for the first time this week and they're in private preview or I guess they call it beta, but. Right at the moment to select, select AI users, which I have no idea what that means. But that's a very interesting way that they're marketing it out there. But, I think that Amazon will have to respond. I think they'll be more measured than say, what Google's doing with Bard and just throwing it out there to, hey, we're going into beta now. I think they'll look at it and see where do we go and how do we actually integrate this in? Because they do have a lot of components of AI and ML underneath the hood that other services use. And I think that, you know, they've learned from that. And I think that they've already done a good job. Especially for media and entertainment when you start to look at some of the ways that they use it for helping do graphics and helping to do drones. I think part of their buy of iRobot was the fact that iRobot was a big user of RoboMaker, which is using different models to train those robots to go around objects and things like that, so. >> Quick touch on Kubernetes, the whole DevOps World we just covered. The Cloud Native Foundation Security, CNCF. The security conference up in Seattle last week. First time they spun that out kind of like reinforced, you know, AWS spins out, reinforced from reinvent. Amsterdam's coming up soon, the CubeCon. What should we expect? What's hot in Cubeland? >> Yeah, I think, you know, Kubes, you're going to be looking at how OpenShift keeps growing and I think to that respect you get to see the momentum with people like Red Hat. You see others coming up and realizing how OpenShift has gone to market as being, like you were saying, partnering with those Clouds and really making it simple. I think the simplicity and the manageability of Kubernetes is going to be at the forefront. I think a lot of the investment is still going into, how do I bring observability and DevOps and AIOps and MLOps all together. And I think that's going to be a big place where people are going to be looking to see what comes out of CubeCon in Amsterdam. I think it's that manageability ease of use. >> Well Rob, I look forward to working with you on behalf of the whole Cube team. We're going to do more of these and go out to some shows extract the signal from the noise. Really appreciate you coming into our studio. >> Well, thank you for having me on. Really appreciate it. >> You're really welcome. All right, keep it right there, or thanks for watching. This is Dave Vellante for the Cube. And we'll see you next time. (light music)
SUMMARY :
I'm really pleased to It's always great to be here. and I think we can have the number of Clouds that they have, contract to start with those make sense to you And, I think when you look in terms of, you know, the outlook. And they're looking to My sense is they still, you know, in how they go to market And he said to this audience, is it the best place for me to go? You do strategy, you do messaging. and it's, you know, And I think when you start Even Oracle, you know, since they started to to be 75% of AWS IAS revenues. You know, what do you think? it's, you know, I think it's growing well. Is that just because of the And be able to move you forward. I feel like, you know, I think when, you know, you could say, And we know Google is, you know, And I think that, you know, you know, AWS spins out, and I think to that respect forward to working with you Well, thank you for having me on. And we'll see you next time.
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Humphreys & Ferron-Jones | Trusted security by design, Compute Engineered for your Hybrid World
(upbeat music) >> Welcome back, everyone, to our Cube special programming on "Securing Compute, Engineered for the Hybrid World." We got Cole Humphreys who's with HPE, global server security product manager, and Mike Ferron-Jones with Intel. He's the product manager for data security technology. Gentlemen, thank you for coming on this special presentation. >> All right, thanks for having us. >> So, securing compute, I mean, compute, everyone wants more compute. You can't have enough compute as far as we're concerned. You know, more bits are flying around the internet. Hardware's mattering more than ever. Performance markets hot right now for next-gen solutions. When you're talking about security, it's at the center of every single conversation. And Gen11 for the HPE has been big-time focus here. So let's get into the story. What's the market for Gen11, Cole, on the security piece? What's going on? How do you see this impacting the marketplace? >> Hey, you know, thanks. I think this is, again, just a moment in time where we're all working towards solving a problem that doesn't stop. You know, because we are looking at data protection. You know, in compute, you're looking out there, there's international impacts, there's federal impacts, there's state-level impacts, and even regulation to protect the data. So, you know, how do we do this stuff in an environment that keeps changing? >> And on the Intel side, you guys are a Tier 1 combination partner, Better Together. HPE has a deep bench on security, Intel, We know what your history is. You guys have a real root of trust with your code, down to the silicon level, continuing to be, and you're on the 4th Gen Xeon here. Mike, take us through the Intel's relationship with HPE. Super important. You guys have been working together for many, many years. Data security, chips, HPE, Gen11. Take us through the relationship. What's the update? >> Yeah, thanks and I mean, HPE and Intel have been partners in delivering technology and delivering security for decades. And when a customer invests in an HPE server, like at one of the new Gen11s, they're getting the benefit of the combined investment that these two great companies are putting into product security. On the Intel side, for example, we invest heavily in the way that we develop our products for security from the ground up, and also continue to support them once they're in the market. You know, launching a product isn't the end of our security investment. You know, our Intel Red Teams continue to hammer on Intel products looking for any kind of security vulnerability for a platform that's in the field. As well as we invest heavily in the external research community through our bug bounty programs to harness the entire creativity of the security community to find those vulnerabilities, because that allows us to patch them and make sure our customers are staying safe throughout that platform's deployed lifecycle. You know, in 2021, between Intel's internal red teams and our investments in external research, we found 93% of our own vulnerabilities. Only a small percentage were found by unaffiliated external entities. >> Cole, HPE has a great track record and long history serving customers around security, actually, with the solutions you guys had. With Gen11, it's more important than ever. Can you share your thoughts on the talent gap out there? People want to move faster, breaches are happening at a higher velocity. They need more protection now than ever before. Can you share your thoughts on why these breaches are happening, and what you guys are doing, and how you guys see this happening from a customer standpoint? What you guys fill in with Gen11 with solution? >> You bet, you know, because when you hear about the relentless pursuit of innovation from our partners, and we in our engineering organizations in India, and Taiwan, and the Americas all collaborating together years in advance, are about delivering solutions that help protect our customer's environments. But what you hear Mike talking about is it's also about keeping 'em safe. Because you look to the market, right? What you see in, at least from our data from 2021, we have that breaches are still happening, and lot of it has to do with the fact that there is just a lack of adequate security staff with the necessary skills to protect the customer's application and ultimately the workloads. And then that's how these breaches are happening. Because ultimately you need to see some sort of control and visibility of what's going on out there. And what we were talking about earlier is you see time. Time to seeing some incident happen, the blast radius can be tremendous in today's technical, advanced world. And so you have to identify it and then correct it quickly, and that's why this continued innovation and partnership is so important, to help work together to keep up. >> You guys have had a great track record with Intel-based platforms with HPE. Gen11's a really big part of the story. Where do you see that impacting customers? Can you explain the benefits of what's going on with Gen11? What's the key story? What's the most important thing we should be paying attention to here? >> I think there's probably three areas as we look into this generation. And again, this is a point in time, we will continue to evolve. But at this particular point it's about, you know, a fundamental approach to our security enablement, right? Partnering as a Tier 1 OEM with one of the best in the industry, right? We can deliver systems that help protect some of the most critical infrastructure on earth, right? I know of some things that are required to have a non-disclosure because it is some of the most important jobs that you would see out there. And working together with Intel to protect those specific compute workloads, that's a serious deal that protects not only state, and local, and federal interests, but, really, a global one. >> This is a really- >> And then there's another one- Oh sorry. >> No, go ahead. Finish your thought. >> And then there's another one that I would call our uncompromising focus. We work in the industry, we lead and partner with those in the, I would say, in the good side. And we want to focus on enablement through a specific capability set, let's call it our global operations, and that ability to protect our supply chain and deliver infrastructure that can be trusted and into an operating environment. You put all those together and you see very significant and meaningful solutions together. >> The operating benefits are significant. I just want to go back to something you just said before about the joint NDAs and kind of the relationship you kind of unpacked, that to me, you know, I heard you guys say from sand to server, I love that phrase, because, you know, silicone into the server. But this is a combination you guys have with HPE and Intel supply-chain security. I mean, it's not just like you're getting chips and sticking them into a machine. This is, like, there's an in-depth relationship on the supply chain that has a very intricate piece to it. Can you guys just double down on that and share that, how that works and why it's important? >> Sure, so why don't I go ahead and start on that one. So, you know, as you mentioned the, you know, the supply chain that ultimately results in an end user pulling, you know, a new Gen11 HPE server out of the box, you know, started, you know, way, way back in it. And we've been, you know, Intel, from our part are, you know, invest heavily in making sure that all of our entire supply chain to deliver all of the Intel components that are inside that HPE platform have been protected and monitored ever since, you know, their inception at one of any of our 14,000, you know, Intel vendors that we monitor as part of our supply-chain assurance program. I mean we, you know, Intel, you know, invests heavily in compliance with guidelines from places like NIST and ISO, as well as, you know, doing best practices under things like the Transported Asset Protection Alliance, TAPA. You know, we have been intensely invested in making sure that when a customer gets an Intel processor, or any other Intel silicone product, that it has not been tampered with or altered during its trip through the supply chain. HPE then is able to pick up that, those components that we deliver, and add onto that their own supply-chain assurance when it comes down to delivering, you know, the final product to the customer. >> Cole, do you want to- >> That's exactly right. Yeah, I feel like that integration point is a really good segue into why we're talking today, right? Because that then comes into a global operations network that is pulling together these servers and able to deploy 'em all over the world. And as part of the Gen11 launch, we have security services that allow 'em to be hardened from our factories to that next stage into that trusted partner ecosystem for system integration, or directly to customers, right? So that ability to have that chain of trust. And it's not only about attestation and knowing what, you know, came from whom, because, obviously, you want to trust and make sure you're get getting the parts from Intel to build your technical solutions. But it's also about some of the provisioning we're doing in our global operations where we're putting cryptographic identities and manifests of the server and its components and moving it through that supply chain. So you talked about this common challenge we have of assuring no tampering of that device through the supply chain, and that's why this partnering is so important. We deliver secure solutions, we move them, you're able to see and control that information to verify they've not been tampered with, and you move on to your next stage of this very complicated and necessary chain of trust to build, you know, what some people are calling zero-trust type ecosystems. >> Yeah, it's interesting. You know, a lot goes on under the covers. That's good though, right? You want to have greater security and platform integrity, if you can abstract the way the complexity, that's key. Now one of the things I like about this conversation is that you mentioned this idea of a hardware-root-of-trust set of technologies. Can you guys just quickly touch on that, because that's one of the major benefits we see from this combination of the partnership, is that it's not just one, each party doing something, it's the combination. But this notion of hardware-root-of-trust technologies, what is that? >> Yeah, well let me, why don't I go ahead and start on that, and then, you know, Cole can take it from there. Because we provide some of the foundational technologies that underlie a root of trust. Now the idea behind a root of trust, of course, is that you want your platform to, you know, from the moment that first electron hits it from the power supply, that it has a chain of trust that all of the software, firmware, BIOS is loading, to bring that platform up into an operational state is trusted. If you have a breach in one of those lower-level code bases, like in the BIOS or in the system firmware, that can be a huge problem. It can undermine every other software-based security protection that you may have implemented up the stack. So, you know, Intel and HPE work together to coordinate our trusted boot and root-of-trust technologies to make sure that when a customer, you know, boots that platform up, it boots up into a known good state so that it is ready for the customer's workload. So on the Intel side, we've got technologies like our trusted execution technology, or Intel Boot Guard, that then feed into the HPE iLO system to help, you know, create that chain of trust that's rooted in silicon to be able to deliver that known good state to the customer so it's ready for workloads. >> All right, Cole, I got to ask you, with Gen11 HPE platforms that has 4th Gen Intel Xeon, what are the customers really getting? >> So, you know, what a great setup. I'm smiling because it's, like, it has a good answer, because one, this, you know, to be clear, this isn't the first time we've worked on this root-of-trust problem. You know, we have a construct that we call the HPE Silicon Root of Trust. You know, there are, it's an industry standard construct, it's not a proprietary solution to HPE, but it does follow some differentiated steps that we like to say make a little difference in how it's best implemented. And where you see that is that tight, you know, Intel Trusted Execution exchange. The Intel Trusted Execution exchange is a very important step to assuring that route of trust in that HPE Silicon Root of Trust construct, right? So they're not different things, right? We just have an umbrella that we pull under our ProLiant, because there's ILO, our BIOS team, CPLDs, firmware, but I'll tell you this, Gen11, you know, while all that, keeping that moving forward would be good enough, we are not holding to that. We are moving forward. Our uncompromising focus, we want to drive more visibility into that Gen11 server, specifically into the PCIE lanes. And now you're going to be able to see, and measure, and make policies to have control and visibility of the PCI devices, like storage controllers, NICs, direct connect, NVME drives, et cetera. You know, if you follow the trends of where the industry would like to go, all the components in a server would be able to be seen and attested for full infrastructure integrity, right? So, but this is a meaningful step forward between not only the greatness we do together, but, I would say, a little uncompromising focus on this problem and doing a little bit more to make Gen11 Intel's server just a little better for the challenges of the future. >> Yeah, the Tier 1 partnership is really kind of highlighted there. Great, great point. I got to ask you, Mike, on the 4th Gen Xeon Scalable capabilities, what does it do for the customer with Gen11 now that they have these breaches? Does it eliminate stuff? What's in it for the customer? What are some of the new things coming out with the Xeon? You're at Gen4, Gen11 for HP, but you guys have new stuff. What does it do for the customer? Does it help eliminate breaches? Are there things that are inherent in the product that HP is jointly working with you on or you were contributing in to the relationship that we should know about? What's new? >> Yeah, well there's so much great new stuff in our new 4th Gen Xeon Scalable processor. This is the one that was codenamed Sapphire Rapids. I mean, you know, more cores, more performance, AI acceleration, crypto acceleration, it's all in there. But one of my favorite security features, and it is one that's called Intel Control-Flow Enforcement Technology, or Intel CET. And why I like CET is because I find the attack that it is designed to mitigate is just evil genius. This type of attack, which is called a return, a jump, or a call-oriented programming attack, is designed to not bring a whole bunch of new identifiable malware into the system, you know, which could be picked up by security software. What it is designed to do is to look for little bits of existing, little bits of existing code already on the server. So if you're running, say, a web server, it's looking for little bits of that web-server code that it can then execute in a particular order to achieve a malicious outcome, something like open a command prompt, or escalate its privileges. Now in order to get those little code bits to execute in an order, it has a control mechanism. And there are different, each of the different types of attacks uses a different control mechanism. But what CET does is it gets in there and it disrupts those control mechanisms, uses hardware to prevent those particular techniques from being able to dig in and take effect. So CET can, you know, disrupt it and make sure that software behaves safely and as the programmer intended, rather than picking off these little arbitrary bits in one of these return, or jump, or call-oriented programming attacks. Now it is a technology that is included in every single one of the new 4th Gen Xeon Scalable processors. And so it's going to be an inherent characteristic the customers can benefit from when they buy a new Gen11 HPE server. >> Cole, more goodness from Intel there impacting Gen11 on the HPE side. What's your reaction to that? >> I mean, I feel like this is exactly why you do business with the big Tier 1 partners, because you can put, you know, trust in from where it comes from, through the global operations, literally, having it hardened from the factory it's finished in, moving into your operating environment, and then now protecting against attacks in your web hosting services, right? I mean, this is great. I mean, you'll always have an attack on data, you know, as you're seeing in the data. But the more contained, the more information, and the more control and trust we can give to our customers, it's going to make their job a little easier in protecting whatever job they're trying to do. >> Yeah, and enterprise customers, as you know, they're always trying to keep up to date on the skills and battle the threats. Having that built in under the covers is a real good way to kind of help them free up their time, and also protect them is really killer. This is a big, big part of the Gen11 story here. Securing the data, securing compute, that's the topic here for this special cube conversation, engineering for a hybrid world. Cole, I'll give you the final word. What should people pay attention to, Gen11 from HPE, bottom line, what's the story? >> You know, it's, you know, it's not the first time, it's not the last time, but it's our fundamental security approach to just helping customers through their digital transformation defend in an uncompromising focus to help protect our infrastructure in these technical solutions. >> Cole Humphreys is the global server security product manager at HPE. He's got his finger on the pulse and keeping everyone secure in the platform integrity there. Mike Ferron-Jones is the Intel product manager for data security technology. Gentlemen, thank you for this great conversation, getting into the weeds a little bit with Gen11, which is great. Love the hardware route-of-trust technologies, Better Together. Congratulations on Gen11 and your 4th Gen Xeon Scalable. Thanks for coming on. >> All right, thanks, John. >> Thank you very much, guys, appreciate it. Okay, you're watching "theCube's" special presentation, "Securing Compute, Engineered for the Hybrid World." I'm John Furrier, your host. Thanks for watching. (upbeat music)
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Why Should Customers Care About SuperCloud
Hello and welcome back to Supercloud 2 where we examine the intersection of cloud and data in the 2020s. My name is Dave Vellante. Our Supercloud panel, our power panel is back. Maribel Lopez is the founder and principal analyst at Lopez Research. Sanjeev Mohan is former Gartner analyst and principal at Sanjeev Mohan. And Keith Townsend is the CTO advisor. Folks, welcome back and thanks for your participation today. Good to see you. >> Okay, great. >> Great to see you. >> Thanks. Let me start, Maribel, with you. Bob Muglia, we had a conversation as part of Supercloud the other day. And he said, "Dave, I like the work, you got to simplify this a little bit." So he said, quote, "A Supercloud is a platform." He said, "Think of it as a platform that provides programmatically consistent services hosted on heterogeneous cloud providers." And then Nelu Mihai said, "Well, wait a minute. This is just going to create more stove pipes. We need more standards in an architecture," which is kind of what Berkeley Sky Computing initiative is all about. So there's a sort of a debate going on. Is supercloud an architecture, a platform? Or maybe it's just another buzzword. Maribel, do you have a thought on this? >> Well, the easy answer would be to say it's just a buzzword. And then we could just kill the conversation and be done with it. But I think the term, it's more than that, right? The term actually isn't new. You can go back to at least 2016 and find references to supercloud in Cornell University or assist in other documents. So, having said this, I think we've been talking about Supercloud for a while, so I assume it's more than just a fancy buzzword. But I think it really speaks to that undeniable trend of moving towards an abstraction layer to deal with the chaos of what we consider managing multiple public and private clouds today, right? So one definition of the technology platform speaks to a set of services that allows companies to build and run that technology smoothly without worrying about the underlying infrastructure, which really gets back to something that Bob said. And some of the question is where that lives. And you could call that an abstraction layer. You could call it cross-cloud services, hybrid cloud management. So I see momentum there, like legitimate momentum with enterprise IT buyers that are trying to deal with the fact that they have multiple clouds now. So where I think we're moving is trying to define what are the specific attributes and frameworks of that that would make it so that it could be consistent across clouds. What is that layer? And maybe that's what the supercloud is. But one of the things I struggle with with supercloud is. What are we really trying to do here? Are we trying to create differentiated services in the supercloud layer? Is a supercloud just another variant of what AWS, GCP, or others do? You spoken to Walmart about its cloud native platform, and that's an example of somebody deciding to do it themselves because they need to deal with this today and not wait for some big standards thing to happen. So whatever it is, I do think it's something. I think we're trying to maybe create an architecture out of it would be a better way of saying it so that it does get to those set of principles, but it also needs to be edge aware. I think whenever we talk about supercloud, we're always talking about like the big centralized cloud. And I think we need to think about all the distributed clouds that we're looking at in edge as well. So that might be one of the ways that supercloud evolves. >> So thank you, Maribel. Keith, Brian Gracely, Gracely's law, things kind of repeat themselves. We've seen it all before. And so what Muglia brought to the forefront is this idea of a platform where the platform provider is really responsible for the architecture. Of course, the drawback is then you get a a bunch of stove pipes architectures. But practically speaking, that's kind of the way the industry has always evolved, right? >> So if we look at this from the practitioner's perspective and we talk about platforms, traditionally vendors have provided the platforms for us, whether it's distribution of lineage managed by or provided by Red Hat, Windows, servers, .NET, databases, Oracle. We think of those as platforms, things that are fundamental we can build on top. Supercloud isn't today that. It is a framework or idea, kind of a visionary goal to get to a point that we can have a platform or a framework. But what we're seeing repeated throughout the industry in customers, whether it's the Walmarts that's kind of supersized the idea of supercloud, or if it's regular end user organizations that are coming out with platform groups, groups who normalize cloud native infrastructure, AWS multi-cloud, VMware resources to look like one thing internally to their developers. We're seeing this trend that there's a desire for a platform that provides the capabilities of a supercloud. >> Thank you for that. Sanjeev, we often use Snowflake as a supercloud example, and now would presumably would be a platform with an architecture that's determined by the vendor. Maybe Databricks is pushing for a more open architecture, maybe more of that nirvana that we were talking about before to solve for supercloud. But regardless, the practitioner discussions show. At least currently, there's not a lot of cross-cloud data sharing. I think it could be a killer use case, egress charges or a barrier. But how do you see it? Will that change? Will we hide that underlying complexity and start sharing data across cloud? Is that something that you think Snowflake or others will be able to achieve? >> So I think we are already starting to see some of that happen. Snowflake is definitely one example that gets cited a lot. But even we don't talk about MongoDB in this like, but you could have a MongoDB cluster, for instance, with nodes sitting in different cloud providers. So there are companies that are starting to do it. The advantage that these companies have, let's take Snowflake as an example, it's a centralized proprietary platform. And they are building the capabilities that are needed for supercloud. So they're building things like you can push down your data transformations. They have the entire security and privacy suite. Data ops, they're adding those capabilities. And if I'm not mistaken, it'll be very soon, we will see them offer data observability. So it's all works great as long as you are in one platform. And if you want resilience, then Snowflake, Supercloud, great example. But if your primary goal is to choose the most cost-effective service irrespective of which cloud it sits in, then things start falling sideways. For example, I may be a very big Snowflake user. And I like Snowflake's resilience. I can move from one cloud to another cloud. Snowflake does it for me. But what if I want to train a very large model? Maybe Databricks is a better platform for that. So how do I do move my workload from one platform to another platform? That tooling does not exist. So we need server hybrid, cross-cloud, data ops platform. Walmart has done a great job, but they built it by themselves. Not every company is Walmart. Like Maribel and Keith said, we need standards, we need reference architectures, we need some sort of a cost control. I was just reading recently, Accenture has been public about their AWS bill. Every time they get the bill is tens of millions of lines, tens of millions 'cause there are over thousand teams using AWS. If we have not been able to corral a usage of a single cloud, now we're talking about supercloud, we've got multiple clouds, and hybrid, on-prem, and edge. So till we've got some cross-platform tooling in place, I think this will still take quite some time for it to take shape. >> It's interesting. Maribel, Walmart would tell you that their on-prem infrastructure is cheaper to run than the stuff in the cloud. but at the same time, they want the flexibility and the resiliency of their three-legged stool model. So the point as Sanjeev was making about hybrid. It's an interesting balance, isn't it, between getting your lowest cost and at the same time having best of breed and scale? >> It's basically what you're trying to optimize for, as you said, right? And by the way, to the earlier point, not everybody is at Walmart's scale, so it's not actually cheaper for everybody to have the purchasing power to make the cloud cheaper to have it on-prem. But I think what you see almost every company, large or small, moving towards is this concept of like, where do I find the agility? And is the agility in building the infrastructure for me? And typically, the thing that gives you outside advantage as an organization is not how you constructed your cloud computing infrastructure. It might be how you structured your data analytics as an example, which cloud is related to that. But how do you marry those two things? And getting back to sort of Sanjeev's point. We're in a real struggle now where one hand we want to have best of breed services and on the other hand we want it to be really easy to manage, secure, do data governance. And those two things are really at odds with each other right now. So if you want all the knobs and switches of a service like geospatial analytics and big query, you're going to have to use Google tools, right? Whereas if you want visibility across all the clouds for your application of state and understand the security and governance of that, you're kind of looking for something that's more cross-cloud tooling at that point. But whenever you talk to somebody about cross-cloud tooling, they look at you like that's not really possible. So it's a very interesting time in the market. Now, we're kind of layering this concept of supercloud on it. And some people think supercloud's about basically multi-cloud tooling, and some people think it's about a whole new architectural stack. So we're just not there yet. But it's not all about cost. I mean, cloud has not been about cost for a very, very long time. Cloud has been about how do you really make the most of your data. And this gets back to cross-cloud services like Snowflake. Why did they even exist? They existed because we had data everywhere, but we need to treat data as a unified object so that we can analyze it and get insight from it. And so that's where some of the benefit of these cross-cloud services are moving today. Still a long way to go, though, Dave. >> Keith, I reached out to my friends at ETR given the macro headwinds, And you're right, Maribel, cloud hasn't really been about just about cost savings. But I reached out to the ETR, guys, what's your data show in terms of how customers are dealing with the economic headwinds? And they said, by far, their number one strategy to cut cost is consolidating redundant vendors. And a distant second, but still notable was optimizing cloud costs. Maybe using reserve instances, or using more volume buying. Nowhere in there. And I asked them to, "Could you go look and see if you can find it?" Do we see repatriation? And you hear this a lot. You hear people whispering as analysts, "You better look into that repatriation trend." It's pretty big. You can't find it. But some of the Walmarts in the world, maybe even not repatriating, but they maybe have better cost structure on-prem. Keith, what are you seeing from the practitioners that you talk to in terms of how they're dealing with these headwinds? >> Yeah, I just got into a conversation about this just this morning with (indistinct) who is an analyst over at GigaHome. He's reading the same headlines. Repatriation is happening at large scale. I think this is kind of, we have these quiet terms now. We have quiet quitting, we have quiet hiring. I think we have quiet repatriation. Most people haven't done away with their data centers. They're still there. Whether they're completely on-premises data centers, and they own assets, or they're partnerships with QTX, Equinix, et cetera, they have these private cloud resources. What I'm seeing practically is a rebalancing of workloads. Do I really need to pay AWS for this instance of SAP that's on 24 hours a day versus just having it on-prem, moving it back to my data center? I've talked to quite a few customers who were early on to moving their static SAP workloads onto the public cloud, and they simply moved them back. Surprising, I was at VMware Explore. And we can talk about this a little bit later on. But our customers, net new, not a lot that were born in the cloud. And they get to this point where their workloads are static. And they look at something like a Kubernetes, or a OpenShift, or VMware Tanzu. And they ask the question, "Do I need the scalability of cloud?" I might consider being a net new VMware customer to deliver this base capability. So are we seeing repatriation as the number one reason? No, I think internal IT operations are just naturally come to this realization. Hey, I have these resources on premises. The private cloud technologies have moved far along enough that I can just simply move this workload back. I'm not calling it repatriation, I'm calling it rightsizing for the operating model that I have. >> Makes sense. Yeah. >> Go ahead. >> If I missed something, Dave, why we are on this topic of repatriation. I'm actually surprised that we are talking about repatriation as a very big thing. I think repatriation is happening, no doubt, but it's such a small percentage of cloud migration that to me it's a rounding error in my opinion. I think there's a bigger problem. The problem is that people don't know where the cost is. If they knew where the cost was being wasted in the cloud, they could do something about it. But if you don't know, then the easy answer is cloud costs a lot and moving it back to on-premises. I mean, take like Capital One as an example. They got rid of all the data centers. Where are they going to repatriate to? They're all in the cloud at this point. So I think my point is that data observability is one of the places that has seen a lot of traction is because of cost. Data observability, when it first came into existence, it was all about data quality. Then it was all about data pipeline reliability. And now, the number one killer use case is FinOps. >> Maribel, you had a comment? >> Yeah, I'm kind of in violent agreement with both Sanjeev and Keith. So what are we seeing here? So the first thing that we see is that many people wildly overspent in the big public cloud. They had stranded cloud credits, so to speak. The second thing is, some of them still had infrastructure that was useful. So why not use it if you find the right workloads to what Keith was talking about, if they were more static workloads, if it was already there? So there is a balancing that's going on. And then I think fundamentally, from a trend standpoint, these things aren't binary. Everybody, for a while, everything was going to go to the public cloud and then people are like, "Oh, it's kind of expensive." Then they're like, "Oh no, they're going to bring it all on-prem 'cause it's really expensive." And it's like, "Well, that doesn't necessarily get me some of the new features and functionalities I might want for some of my new workloads." So I'm going to put the workloads that have a certain set of characteristics that require cloud in the cloud. And if I have enough capability on-prem and enough IT resources to manage certain things on site, then I'm going to do that there 'cause that's a more cost-effective thing for me to do. It's not binary. That's why we went to hybrid. And then we went to multi just to describe the fact that people added multiple public clouds. And now we're talking about super, right? So I don't look at it as a one-size-fits-all for any of this. >> A a number of practitioners leading up to Supercloud2 have told us that they're solving their cloud complexity by going in monocloud. So they're putting on the blinders. Even though across the organization, there's other groups using other clouds. You're like, "In my group, we use AWS, or my group, we use Azure. And those guys over there, they use Google. We just kind of keep it separate." Are you guys hearing this in your view? Is that risky? Are they missing out on some potential to tap best of breed? What do you guys think about that? >> Everybody thinks they're monocloud. Is anybody really monocloud? It's like a group is monocloud, right? >> Right. >> This genie is out of the bottle. We're not putting the genie back in the bottle. You might think your monocloud and you go like three doors down and figure out the guy or gal is on a fundamentally different cloud, running some analytics workload that you didn't know about. So, to Sanjeev's earlier point, they don't even know where their cloud spend is. So I think the concept of monocloud, how that's actually really realized by practitioners is primary and then secondary sources. So they have a primary cloud that they run most of their stuff on, and that they try to optimize. And we still have forked workloads. Somebody decides, "Okay, this SAP runs really well on this, or these analytics workloads run really well on that cloud." And maybe that's how they parse it. But if you really looked at it, there's very few companies, if you really peaked under the hood and did an analysis that you could find an actual monocloud structure. They just want to pull it back in and make it more manageable. And I respect that. You want to do what you can to try to streamline the complexity of that. >> Yeah, we're- >> Sorry, go ahead, Keith. >> Yeah, we're doing this thing where we review AWS service every day. Just in your inbox, learn about a new AWS service cursory. There's 238 AWS products just on the AWS cloud itself. Some of them are redundant, but you get the idea. So the concept of monocloud, I'm in filing agreement with Maribel on this that, yes, a group might say I want a primary cloud. And that primary cloud may be the AWS. But have you tried the licensed Oracle database on AWS? It is really tempting to license Oracle on Oracle Cloud, Microsoft on Microsoft. And I can't get RDS anywhere but Amazon. So while I'm driven to desire the simplicity, the reality is whether be it M&A, licensing, data sovereignty. I am forced into a multi-cloud management style. But I do agree most people kind of do this one, this primary cloud, secondary cloud. And I guarantee you're going to have a third cloud or a fourth cloud whether you want to or not via shadow IT, latency, technical reasons, et cetera. >> Thank you. Sanjeev, you had a comment? >> Yeah, so I just wanted to mention, as an organization, I'm complete agreement, no organization is monocloud, at least if it's a large organization. Large organizations use all kinds of combinations of cloud providers. But when you talk about a single workload, that's where the program arises. As Keith said, the 238 services in AWS. How in the world am I going to be an expert in AWS, but then say let me bring GCP or Azure into a single workload? And that's where I think we probably will still see monocloud as being predominant because the team has developed its expertise on a particular cloud provider, and they just don't have the time of the day to go learn yet another stack. However, there are some interesting things that are happening. For example, if you look at a multi-cloud example where Oracle and Microsoft Azure have that interconnect, so that's a beautiful thing that they've done because now in the newest iteration, it's literally a few clicks. And then behind the scene, your .NET application and your Oracle database in OCI will be configured, the identities in active directory are federated. And you can just start using a database in one cloud, which is OCI, and an application, your .NET in Azure. So till we see this kind of a solution coming out of the providers, I think it's is unrealistic to expect the end users to be able to figure out multiple clouds. >> Well, I have to share with you. I can't remember if he said this on camera or if it was off camera so I'll hold off. I won't tell you who it is, but this individual was sort of complaining a little bit saying, "With AWS, I can take their best AI tools like SageMaker and I can run them on my Snowflake." He said, "I can't do that in Google. Google forces me to go to BigQuery if I want their excellent AI tools." So he was sort of pushing, kind of tweaking a little bit. Some of the vendor talked that, "Oh yeah, we're so customer-focused." Not to pick on Google, but I mean everybody will say that. And then you say, "If you're so customer-focused, why wouldn't you do a ABC?" So it's going to be interesting to see who leads that integration and how broadly it's applied. But I digress. Keith, at our first supercloud event, that was on August 9th. And it was only a few months after Broadcom announced the VMware acquisition. A lot of people, myself included said, "All right, cuts are coming." Generally, Tanzu is probably going to be under the radar, but it's Supercloud 22 and presumably VMware Explore, the company really... Well, certainly the US touted its Tanzu capabilities. I wasn't at VMware Explore Europe, but I bet you heard similar things. Hawk Tan has been blogging and very vocal about cross-cloud services and multi-cloud, which doesn't happen without Tanzu. So what did you hear, Keith, in Europe? What's your latest thinking on VMware's prospects in cross-cloud services/supercloud? >> So I think our friend and Cube, along host still be even more offended at this statement than he was when I sat in the Cube. This was maybe five years ago. There's no company better suited to help industries or companies, cross-cloud chasm than VMware. That's not a compliment. That's a reality of the industry. This is a very difficult, almost intractable problem. What I heard that VMware Europe were customers serious about this problem, even more so than the US data sovereignty is a real problem in the EU. Try being a company in Switzerland and having the Swiss data solvency issues. And there's no local cloud presence there large enough to accommodate your data needs. They had very serious questions about this. I talked to open source project leaders. Open source project leaders were asking me, why should I use the public cloud to host Kubernetes-based workloads, my projects that are building around Kubernetes, and the CNCF infrastructure? Why should I use AWS, Google, or even Azure to host these projects when that's undifferentiated? I know how to run Kubernetes, so why not run it on-premises? I don't want to deal with the hardware problems. So again, really great questions. And then there was always the specter of the problem, I think, we all had with the acquisition of VMware by Broadcom potentially. 4.5 billion in increased profitability in three years is a unbelievable amount of money when you look at the size of the problem. So a lot of the conversation in Europe was about industry at large. How do we do what regulators are asking us to do in a practical way from a true technology sense? Is VMware cross-cloud great? >> Yeah. So, VMware, obviously, to your point. OpenStack is another way of it. Actually, OpenStack, uptake is still alive and well, especially in those regions where there may not be a public cloud, or there's public policy dictating that. Walmart's using OpenStack. As you know in IT, some things never die. Question for Sanjeev. And it relates to this new breed of data apps. And Bob Muglia and Tristan Handy from DBT Labs who are participating in this program really got us thinking about this. You got data that resides in different clouds, it maybe even on-prem. And the machine polls data from different systems. No humans involved, e-commerce, ERP, et cetera. It creates a plan, outcomes. No human involvement. Today, you're on a CRM system, you're inputting, you're doing forms, you're, you're automating processes. We're talking about a new breed of apps. What are your thoughts on this? Is it real? Is it just way off in the distance? How does machine intelligence fit in? And how does supercloud fit? >> So great point. In fact, the data apps that you're talking about, I call them data products. Data products first came into limelight in the last couple of years when Jamal Duggan started talking about data mesh. I am taking data products out of the data mesh concept because data mesh, whether data mesh happens or not is analogous to data products. Data products, basically, are taking a product management view of bringing data from different sources based on what the consumer needs. We were talking earlier today about maybe it's my vacation rentals, or it may be a retail data product, it may be an investment data product. So it's a pre-packaged extraction of data from different sources. But now I have a product that has a whole lifecycle. I can version it. I have new features that get added. And it's a very business data consumer centric. It uses machine learning. For instance, I may be able to tell whether this data product has stale data. Who is using that data? Based on the usage of the data, I may have a new data products that get allocated. I may even have the ability to take existing data products, mash them up into something that I need. So if I'm going to have that kind of power to create a data product, then having a common substrate underneath, it can be very useful. And that could be supercloud where I am making API calls. I don't care where the ERP, the CRM, the survey data, the pricing engine where they sit. For me, there's a logical abstraction. And then I'm building my data product on top of that. So I see a new breed of data products coming out. To answer your question, how early we are or is this even possible? My prediction is that in 2023, we will start seeing more of data products. And then it'll take maybe two to three years for data products to become mainstream. But it's starting this year. >> A subprime mortgages were a data product, definitely were humans involved. All right, let's talk about some of the supercloud, multi-cloud players and what their future looks like. You can kind of pick your favorites. VMware, Snowflake, Databricks, Red Hat, Cisco, Dell, HP, Hashi, IBM, CloudFlare. There's many others. cohesive rubric. Keith, I wanted to start with CloudFlare because they actually use the term supercloud. and just simplifying what they said. They look at it as taking serverless to the max. You write your code and then you can deploy it in seconds worldwide, of course, across the CloudFlare infrastructure. You don't have to spin up containers, you don't go to provision instances. CloudFlare worries about all that infrastructure. What are your thoughts on CloudFlare this approach and their chances to disrupt the current cloud landscape? >> As Larry Ellison said famously once before, the network is the computer, right? I thought that was Scott McNeley. >> It wasn't Scott McNeley. I knew it was on Oracle Align. >> Oracle owns that now, owns that line. >> By purpose or acquisition. >> They should have just called it cloud. >> Yeah, they should have just called it cloud. >> Easier. >> Get ahead. >> But if you think about the CloudFlare capability, CloudFlare in its own right is becoming a decent sized cloud provider. If you have compute out at the edge, when we talk about edge in the sense of CloudFlare and points of presence, literally across the globe, you have all of this excess computer, what do you do with it? First offering, let's disrupt data in the cloud. We can't start the conversation talking about data. When they say we're going to give you object-oriented or object storage in the cloud without egress charges, that's disruptive. That we can start to think about supercloud capability of having compute EC2 run in AWS, pushing and pulling data from CloudFlare. And now, I've disrupted this roach motel data structure, and that I'm freely giving away bandwidth, basically. Well, the next layer is not that much more difficult. And I think part of CloudFlare's serverless approach or supercloud approaches so that they don't have to commit to a certain type of compute. It is advantageous. It is a feature for me to be able to go to EC2 and pick a memory heavy model, or a compute heavy model, or a network heavy model, CloudFlare is taken away those knobs. and I'm just giving code and allowing that to run. CloudFlare has a massive network. If I can put the code closest using the CloudFlare workers, if I can put that code closest to where the data is at or residing, super compelling observation. The question is, does it scale? I don't get the 238 services. While Server List is great, I have to know what I'm going to build. I don't have a Cognito, or RDS, or all these other services that make AWS, GCP, and Azure appealing from a builder's perspective. So it is a very interesting nascent start. It's great because now they can hide compute. If they don't have the capacity, they can outsource that maybe at a cost to one of the other cloud providers, but kind of hiding the compute behind the surplus architecture is a really unique approach. >> Yeah. And they're dipping their toe in the water. And they've announced an object store and a database platform and more to come. We got to wrap. So I wonder, Sanjeev and Maribel, if you could maybe pick some of your favorites from a competitive standpoint. Sanjeev, I felt like just watching Snowflake, I said, okay, in my opinion, they had the right strategy, which was to run on all the clouds, and then try to create that abstraction layer and data sharing across clouds. Even though, let's face it, most of it might be happening across regions if it's happening, but certainly outside of an individual account. But I felt like just observing them that anybody who's traditional on-prem player moving into the clouds or anybody who's a cloud native, it just makes total sense to write to the various clouds. And to the extent that you can simplify that for users, it seems to be a logical strategy. Maybe as I said before, what multi-cloud should have been. But are there companies that you're watching that you think are ahead in the game , or ones that you think are a good model for the future? >> Yes, Snowflake, definitely. In fact, one of the things we have not touched upon very much, and Keith mentioned a little bit, was data sovereignty. Data residency rules can require that certain data should be written into certain region of a certain cloud. And if my cloud provider can abstract that or my database provider, then that's perfect for me. So right now, I see Snowflake is way ahead of this pack. I would not put MongoDB too far behind. They don't really talk about this thing. They are in a different space, but now they have a lakehouse, and they've got all of these other SQL access and new capabilities that they're announcing. So I think they would be quite good with that. Oracle is always a dark forest. Oracle seems to have revived its Cloud Mojo to some extent. And it's doing some interesting stuff. Databricks is the other one. I have not seen Databricks. They've been very focused on lakehouse, unity, data catalog, and some of those pieces. But they would be the obvious challenger. And if they come into this space of supercloud, then they may bring some open source technologies that others can rely on like Delta Lake as a table format. >> Yeah. One of these infrastructure players, Dell, HPE, Cisco, even IBM. I mean, I would be making my infrastructure as programmable and cloud friendly as possible. That seems like table stakes. But Maribel, any companies that stand out to you that we should be paying attention to? >> Well, we already mentioned a bunch of them, so maybe I'll go a slightly different route. I'm watching two companies pretty closely to see what kind of traction they get in their established companies. One we already talked about, which is VMware. And the thing that's interesting about VMware is they're everywhere. And they also have the benefit of having a foot in both camps. If you want to do it the old way, the way you've always done it with VMware, they got all that going on. If you want to try to do a more cross-cloud, multi-cloud native style thing, they're really trying to build tools for that. So I think they have really good access to buyers. And that's one of the reasons why I'm interested in them to see how they progress. The other thing, I think, could be a sleeping horse oddly enough is Google Cloud. They've spent a lot of work and time on Anthos. They really need to create a certain set of differentiators. Well, it's not necessarily in their best interest to be the best multi-cloud player. If they decide that they want to differentiate on a different layer of the stack, let's say they want to be like the person that is really transformative, they talk about transformation cloud with analytics workloads, then maybe they do spend a good deal of time trying to help people abstract all of the other underlying infrastructure and make sure that they get the sexiest, most meaningful workloads into their cloud. So those are two people that you might not have expected me to go with, but I think it's interesting to see not just on the things that might be considered, either startups or more established independent companies, but how some of the traditional providers are trying to reinvent themselves as well. >> I'm glad you brought that up because if you think about what Google's done with Kubernetes. I mean, would Google even be relevant in the cloud without Kubernetes? I could argue both sides of that. But it was quite a gift to the industry. And there's a motivation there to do something unique and different from maybe the other cloud providers. And I'd throw in Red Hat as well. They're obviously a key player and Kubernetes. And Hashi Corp seems to be becoming the standard for application deployment, and terraform, or cross-clouds, and there are many, many others. I know we're leaving lots out, but we're out of time. Folks, I got to thank you so much for your insights and your participation in Supercloud2. Really appreciate it. >> Thank you. >> Thank you. >> Thank you. >> This is Dave Vellante for John Furrier and the entire Cube community. Keep it right there for more content from Supercloud2.
SUMMARY :
And Keith Townsend is the CTO advisor. And he said, "Dave, I like the work, So that might be one of the that's kind of the way the that we can have a Is that something that you think Snowflake that are starting to do it. and the resiliency of their and on the other hand we want it But I reached out to the ETR, guys, And they get to this point Yeah. that to me it's a rounding So the first thing that we see is to Supercloud2 have told us Is anybody really monocloud? and that they try to optimize. And that primary cloud may be the AWS. Sanjeev, you had a comment? of a solution coming out of the providers, So it's going to be interesting So a lot of the conversation And it relates to this So if I'm going to have that kind of power and their chances to disrupt the network is the computer, right? I knew it was on Oracle Align. Oracle owns that now, Yeah, they should have so that they don't have to commit And to the extent that you And if my cloud provider can abstract that that stand out to you And that's one of the reasons Folks, I got to thank you and the entire Cube community.
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Meet the new HPE ProLiant Gen11 Servers
>> Hello, everyone. Welcome to theCUBE's coverage of Compute Engineered For Your Hybrid World, sponsored by HPE and Intel. I'm John Furrier, host of theCUBE. I'm pleased to be joined by Krista Satterthwaite, SVP and general manager for HPE Mainstream Compute, and Lisa Spelman, corporate vice president, and general manager of Intel Xeon Products, here to discuss the major announcement. Thanks for joining us today. Thanks for coming on theCUBE. >> Thanks for having us. >> Great to be here. >> Great to see you guys. And exciting announcement. Krista, Compute continues to evolve to meet the challenges of businesses. We're seeing more and more high performance, more Compute, I mean, it's getting more Compute every day. You guys officially announced this next generation of ProLiant Gen11s in November. Can you share and talk about what this means? >> Yeah, so first of all, thanks so much for having me. I'm really excited about this announcement. And yeah, in November we announced our HPE ProLiant NextGen, and it really was about one thing. It's about engineering Compute for customers' hybrid world. And we have three different design principles when we designed this generation. First is intuitive cloud operating experience, and that's with our HPE GreenLake for Compute Ops Management. And that's all about management that is simple, unified, and automated. So it's all about seeing everything from one council. So you have a customer that's using this, and they were so surprised at how much they could see, and they were excited because they had servers in multiple locations. This was a hotel, so they had servers everywhere, and they can now see all their different firmware levels. And with that type of visibility, they thought their planning was going to be much, much easier. And then when it comes to updates, they're much quicker and much easier, so it's an exciting thing, whether you have servers just in the data center, or you have them distributed, you could see and do more than you ever could before with HPE GreenLake for Compute Ops Management. So that's number one. Number two is trusted security by design. Now, when we launched our HPE ProLiant Gen10 servers years ago, we launched groundbreaking innovative security features, and we haven't stopped, we've continued to enhance that every since then. And this generation's no exception. So we have new innovations around security. Security is a huge focus area for us, and so we're excited about delivering those. And then lastly, performance for every workload. We have a huge increase in performance with HPE ProLiant Gen11, and we have customers that are clamoring for this additional performance right now. And what's great about this is that, it doesn't matter where the bottleneck is, whether it's CPU, memory or IO, we have advancements across the board that are going to make real differences in what customers are going to be able to get out of their workloads. And then we have customers that are trying to build headroom in. So even if they don't need a today, what they put in their environment today, they know needs to last and need to be built for the future. >> That's awesome. Thanks for the recap. And that's great news for folks looking to power those workloads, more and more optimizations needed. I got to ask though, how is what you guys are announcing today, meeting these customer needs for the future, and what are your customers looking for and what are HPE and Intel announcing today? >> Yeah, so customers are doing more than ever before with their servers. So they're really pushing things to the max. I'll give you an example. There's a retail customer that is waiting to get their hands on our ProLiant Gen11 servers, because they want to do video streaming in every one of their retail stores and what they're building, when they're building what they need, we started talking to 'em about what their needs were today, and they were like, "Forget about what my needs are today. We're buying for headroom. We don't want to touch these servers for a while." So they're maxing things out, because they know the needs are coming. And so what you'll see with this generation is that we've built all of that in so that customers can deploy with confidence and know they have the headroom for all the things they want to do. The applications that we see and what people are trying to do with their servers is light years different than the last big announcement we had, which was our ProLiant Gen10 servers. People are trying to do more than ever before and they're trying to do that at the Edge as well as as the data center. So I'll tell you a little bit about the servers we have. So in partnership with Intel, we're really excited to announce a new batch of servers. And these servers feature the 4th Gen Intel Xeon scalable processors, bringing a lot more performance and efficiency. And I'll talk about the servers, one, the first one is a HPE ProLiant DL320 Gen11. Now, I told you about that retail customer that's trying to do video streaming in their stores. This is the server they were looking at. This server is a new server, we didn't have a Gen10 or a Gen10+ version of the server. This is a new server and it's optimized for Edge use cases. It's a rack-based server and it's very, very flexible. So different types of storage, different types of GPU configurations, really designed to take care of many, many use cases at the Edge and doing more at the Edge than ever before. So I mentioned video streaming, but also VDI and analytics at the Edge. The next two servers are some of our most popular servers, our HPE ProLiant DL360 Gen11, and that's our density-optimized server for enterprise. And that is getting an upgrade across the board as well, big, big improvements in terms of performance, and expansion. And for those customers that need even more expansion when it comes to, let's say, storage or accelerators then the DL 380 Gen11 is a server that's new as well. And that's really for folks that need more expandability than the DL360, which is a one use server. And then lastly, our ML350, which is a tower server. These tower servers are typically used at remote sites, branch offices and this particular server holds a world record for energy efficiency for tower servers. So those are some of the servers we have today that we're announcing. I also want to talk a little bit about our Cray portfolio. So we're announcing two new servers with our HPE Cray portfolio. And what's great about this is that these servers make super computing more accessible to more enterprise customers. These servers are going to be smaller, they're going to come in at lower price points, and deliver tremendous energy efficiency. So these are the Cray XD servers, and there's more servers to come, but these are the ones that we're announcing with this first iteration. >> Great stuff. I can talk about servers all day long, I love server innovation. It's been following for many, many years, and you guys know. Lisa, we'll bring you in. Servers have been powered by Intel Xeon, we've been talking a lot about the scalable processors. This is your 4th Gen, they're in Gen11 and you're at 4th Gen. Krista mentioned this generation's about Security Edge, which is essentially becoming like a data center model now, the Edges are exploding. What are some of the design principles that went into the 4th Gen this time around the scalable processor? Can you share the Intel role here? >> Sure. I love what Krista said about headroom. If there's anything we've learned in these past few years, it's that you can plan for today, and you can even plan for tomorrow, but your tomorrow might look a lot different than what you thought it was going to. So to meet these business challenges, as we think about the underlying processor that powers all that amazing server lineup that Krista just went through, we are really looking at delivering that increased performance, the power efficient compute and then strong security. And of course, attention to the overall operating cost of the customer environment. Intel's focused on a very workload-first approach to solving our customers' real problems. So this is the applications that they're running every day to drive their digital transformation, and we really like to focus our innovation, and leadership for those highest value, and also the highest growth workloads. Some of those that we've uniquely focused on in 4th Gen Xeon, our artificial intelligence, high performance computing, network, storage, and as well as the deployments, like you were mentioning, ranging from the cloud all the way out to the Edge. And those are all satisfied by 4th Gen Xeon scalable. So our strategy for architecting is based off of all of that. And in addition to doing things like adding core count, improving the platform, updating the memory and the IO, all those standard things that you do, we've invested deeply in delivering the industry's CPU with the most built-in accelerators. And I'll just give an example, in artificial intelligence with built-in AMX acceleration, plus the framework optimizations, customers can see a 10X performance improvement gen over gen, that's on both training and inference. So it further cements Xeon as the world's foundation for inference, and it now delivers performance equivalent of a modern GPU, but all within your CPU. The flexibility that, that opens up for customers is tremendous and it's so many new ways to utilize their infrastructure. And like Krista said, I just want to say that, that best-in-class security, and security solutions are an absolute requirement. We believe that starts at the hardware level, and we continue to invest in our security features with that full ecosystem support so that our customers, like HPE, can deliver that full stacked solution to really deliver on that promise. >> I love that scalable processor messaging too around the silicon and all those advanced features, the accelerators. AI's certainly seeing a lot of that in demand now. Krista, similar question to you on your end. How do you guys look at these, your core design principles around the ProLiant Gen11, and how that helps solve the challenges for your customers that are living in this hybrid world today? >> Yeah, so we see how fast things are changing and we kept that in mind when we decided to design this generation. We talked all already about distributed environments. We see the intensity of the requirements that are at the Edge, and that's part of what we're trying to address with the new platform that I mentioned. It's also part of what we're trying to address with our management, making sure that people can manage no matter where a server is and get a great experience. The other thing we're realizing when it comes to what's happening is customers are looking at how they operate. Many want to buy as a service and with HPE GreenLake, we see that becoming more and more popular. With HPE GreenLake, we can offer that to customers, which is really helpful, especially when they're trying to get new technology like this. Sometimes they don't have it in the budget. With something like HP GreenLake, there's no upfront costs so they can enjoy this technology without having to come up with a big capital outlay for it. So that's great. Another one is around, I liked what Lisa said about security starting at the hardware. And that's exactly, the foundation has to be secure, or you're starting at the wrong place. So that's also something that we feel like we've advanced this time around. This secure root of trust that we started in Gen10, we've extended that to additional partners, so we're excited about that as well. >> That's great, Krista. We're seeing and hearing a lot about customers challenges at the Edge. Lisa, I want to bring you back in on this one. What are the needs that you see at the Edge from an Intel perspective? How is Intel addressing the Edge? >> Yeah, thanks, John. You know, one of the best things about Xeon is that it can span workloads and environments all the way from the Edge back to the core data center all within the same software environment. Customers really love that portability. For the Edge, we have seen an explosion of use cases coming from all industries and I think Krista would say the same. Where we're focused on delivering is that performant-enough compute that can fit into a constrained environment, and those constraints can be physical space, they can be the thermal environment. The Network Edge has been a big focus for us. Not only adding features and integrating acceleration, but investing deeply in that software environment so that more and more critical applications can be ported to Xeon and HPE industry standard servers versus requiring expensive, proprietary systems that were quite frankly not designed for this explosion of use cases that we're seeing. Across a variety of Edge to cloud use cases, we have identified ways to provide step function improvements in both performance and that power efficiency. For example, in this generation, we're delivering an up to 2.9X average improvement in performance per watt versus not using accelerators, and up to 70 watt power savings per CPU opportunity with some unique power management features, and improve total cost of ownership, and just overall power- >> What's the closing thoughts? What should people take away from this announcement around scalable processors, 4th Gen Intel, and then Gen11 ProLiant? What's the walkaway? What's the main super thought here? >> So I can go first. I think the main thought is that, obviously, we have partnered with Intel for many, many years. We continue to partner this generation with years in the making. In fact, we've been working on this for years, so we're both very excited that it's finally here. But we're laser focused on making sure that customers get the most out of their workloads, the most out of their infrastructure, and that they can meet those challenges that people are throwing at 'em. I think IT is under more pressure than ever before and the demands are there. They're critical to the business success with digital transformation and our job is to make sure they have everything they need, and they could do and meet the business needs as they come at 'em. >> Lisa, your thoughts on this reflection point we're in right now? >> Well, I agree with everything that Krista said. It's just a really exciting time right now. There's a ton of challenges in front of us, but the opportunity to bring technology solutions to our customers' digital transformation is tremendous right now. I think I would also like our customers to take away that between the work that Intel and HPE have done together for generations, they have a community that they can trust. We are committed to delivering customer-led solutions that do solve these business transformation challenges that we know are in front of everyone, and we're pretty excited for this launch. >> Yeah, I'm super enthusiastic right now. I think you guys are on the right track. This title Compute Engineered for Hybrid World really kind of highlights the word, "Engineered." You're starting to see this distributed computing architecture take shape with the Edge. Cloud on-premise computing is everywhere. This is real relevant to your customers, and it's a great announcement. Thanks for taking the time and joining us today. >> Thank you. >> Yeah, thank you. >> This is the first episode of theCUBE's coverage of Compute Engineered For Your Hybrid World. Please continue to check out thecube.net, our site, for the future episodes where we'll discuss how to build high performance AI applications, transforming compute management experiences, and accelerating VDI at the Edge. Also, to learn more about the new HPE ProLiant servers with the 4th Gen Intel Xeon processors, you can go to hpe.com. And check out the URL below, click on it. I'm John Furrier at theCUBE. You're watching theCUBE, the leader in high tech, enterprise coverage. (bright music)
SUMMARY :
and general manager of Great to see you guys. that are going to make real differences Thanks for the recap. This is the server they were looking at. into the 4th Gen this time and also the highest growth workloads. and how that helps solve the challenges that are at the Edge, How is Intel addressing the Edge? from the Edge back to the core data center and that they can meet those challenges but the opportunity to Thanks for taking the and accelerating VDI at the Edge.
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HPE Compute Engineered for your Hybrid World - Transform Your Compute Management Experience
>> Welcome everyone to "theCUBE's" coverage of "Compute engineered for your hybrid world," sponsored by HP and Intel. Today we're going to going to discuss how to transform your compute management experience with the new 4th Gen Intel Xeon scalable processors. Hello, I'm John Furrier, host of "theCUBE," and my guests today are Chinmay Ashok, director cloud engineering at Intel, and Koichiro Nakajima, principal product manager, compute at cloud services with HPE. Gentlemen, thanks for coming on this segment, "Transform your compute management experience." >> Thanks for having us. >> Great topic. A lot of people want to see that system management one pane of glass and want to manage everything. This is a really important topic and they started getting into distributed computing and cloud and hybrid. This is a major discussion point. What are some of the major trends you guys see in the system management space? >> Yeah, so system management is trying to help user manage their IT infrastructure effectively and efficiently. So, the system management is evolving along with the IT infrastructures which is trying to accommodate market trends. We have been observing the continuous trends like digital transformation, edge computing, and exponential data growth never stops. AI, machine learning, deep learning, cloud native applications, hybrid cloud, multi-cloud strategies. There's a lot of things going on. Also, COVID-19 pandemic has changed the way we live and work. These are all the things that, given a profound implication to the system design architectures that system management has to consider. Also, security has always been the very important topic, but it has become more important than ever before. Some of the research is saying that the cyber criminals becoming like a $10.5 trillion per year. We all do our efforts on the solution provider size and on the user side, but still cyber criminals are growing 15% year by year. So, with all this kind of thing in the mind, system management really have to evolve in a way to help user efficiently and effectively manage their more and more distributed IT infrastructure. >> Chinmay, what's your thoughts on the major trends in system management space? >> Thanks, John, Yeah, to add to what Koichiro said, I think especially with the view of the system or the service provider, as he was saying, is changing, is evolving over the last few years, especially with the advent of the cloud and the different types of cloud usage models like platform as a service, on-premises, of course, infrastructure is a service, but the traditional software as a service implies that the service provider needs a different view of the system and the context in which we need the CPU vendor, or the platform vendor needs to provide that, is changing. That includes both in-band telemetry being able to monitor what is going on on the system through traditional in-band methods, but also the advent of the out-of-band methods to do this without end user disruption is a key element to the enhancements that our customers are expecting from us as we deploy CPUs and platforms. >> That's great. You know what I love about this discussion is we had multiple generation enhancements, 4th Gen Xeon, 11th Gen ProLiant, iLOs going to come up with got another generation increase on that one. We'll get into that on the next segment, but while we're here, what is iLO? Can you guys define what that is and why it's important? >> Yeah, great question. Real quick, so HPE Integrated Lights-Out is the formal name of the product and we tend to call it as a iLO for short. iLO is HPE'S BMC. If you're familiar with this topic it's a Baseboard Management Controller. If not, this is a small computer on the server mother board and it runs independently from host CPU and the operating system. So, that's why it's named as Lights-Out. Now what can you do with the iLO? iLO really helps a user manage and use and monitor the server remotely, securely, throughout its life from the deployment to the retirement. So, you can really do things like, you know, turning a server power on, off, install operating system, access to IT, firmware update, and when you decide to retire server, you can completely wipe the data off that server so then it's ready to trash. iLO is really a best solution to manage a single server, but when you try to manage hundreds or thousand of servers in a larger scale environment, then managing server one by one by one through the iLO is not practical. So, HPE has two options. One of them is a HPE OneView. OneView is a best solution to manage a very complex, on-prem IT infrastructure that involves a thousand of servers as well as the other IT elements like fiber channel storage through the storage agent network and so on. Another option that we have is HPE for GreenLake Compute Ops Management. This is our latest, greatest product that we recently launched and this is a best solution to manage a distributed IT environment with multiple edge points or multiple clouds. And I recently involved in the customer conversation about the computer office management and with the hotel chain, global hotel chain with 9,000 locations worldwide and each of the location only have like a couple of servers to manage, but combined it's, you know, 27,000 servers and over the 9,000 locations, we didn't really have a great answer for that kind of environment before, but now HPE has GreenLake for computer office management for also deal with, you know, such kind of environment. >> Awesome. We're going to do a big dive on iLO in the next segment, but Chinmay, before we end this segment, what is PMT? >> Sure, so yeah, with the introduction of the 4th Gen Intel Xeon scalable processor, we of course introduce many new technologies like PCI Gen 5, DDR5, et cetera. And these are very key to general system provision, if you will. But with all of these new technologies come new sources of telemetry that the service provider now has to manage, right? So, the PMT is a technology called Platform Monitoring Technology. That is a capability that we introduced with the Intel 4th Gen Xeon scalable processor that allows the service provider to monitor all of these sources of telemetry within the system, within the system on chip, the CPU SOC, in all of these contexts that we talked about, like the hybrid cloud and cloud infrastructure as a service or platform as a service, but both in their in-band traditional telemetry collection models, but also out-of-band collection models such as the ones that Koichiro was talking about through the BMC et cetera. So, this is a key enhancement that we believe that takes the Intel product line closer to what the service providers require for managing their end user experience. >> Awesome, well thanks so much for spending the time in this segment. We're going to take a quick break, we're going to come back and we're going to discuss more what's new with Gen 11 and iLO 6. You're watching "theCUBE," the leader in high tech enterprise coverage. We'll be right back. (light music) Welcome back. We're continuing the coverage of "theCUBE's" coverage of compute engineered for your hybrid world. I'm John Furrier, I'm joined by Chinmay Ashok who's from Intel and Koichiro Nakajima with HPE. We're going to dive deeper into transforming your compute management experience with 4th Gen Intel Xeon scalable processors and HP ProLiant Gen11. Okay, let's get into it. We want to talk about Gen11. What's new with Gen11? What's new with iLO 6? So, NexGen increases in performance capabilities. What's new, what's new at Gen11 and iLO 6 let's go. >> Yeah, iLO 6 accommodates a lot of new features and the latest, greatest technology advancements like a new generation CPUs, DDR5 memories, PCI Gen 5, GPGPUs, SmartNICs. There's a lot of great feature functions. So, it's an iLO, make sure that supports all the use cases that associate with those latest, greatest advancements. For instance, like you know, some of the higher thermal design point CPU SKUs that requires a liquid cooling. We all support those kind of things. And also iLO6 accommodates latest, greatest industry standard system management, standard specifications, for instance, like an DMTF, TLDN, DMTF, RDE, SPDM. And what are these means for the iLO6 and Gen11? iLO6 really offers the greatest manageability and monitoring user experiences as well as the greatest automation through the refresh APIs. >> Chinmay, what's your thoughts on the Gen11 and iLO6? You're at Intel, you're enabling all this innovation. >> Yeah. >> What's the new features? >> Yeah, thanks John. Yeah, so yeah, to add to what Koichiro said, I think with the introduction of Gen11, 4th Gen Intel Xeon scalable processor, we have all of these rich new feature sets, right? With the DDR5, PCI Gen5, liquid cooling, et cetera. And then all of these new accelerators for various specific workloads that customers can use using this processor. So, as we were discussing previously, what this brings is all of these different sources of telemetry, right? So, our sources of data that the system provider or the service provider then needs to utilize to manage the compute experience for their end user. And so, what's new from that perspective is Intel realized that these new different sources of telemetry and the new mechanisms by which the service provider has to extract this telemetry required us to fundamentally think about how we provide the telemetry experience to the service provider. And that meant extending our existing best-in-class, in-band telemetry capabilities that we have today already built into in market Intel processors. But now, extending that with the introduction of the PMT, the Platform Monitoring Technology, that allows us to expand on that in-band telemetry, but also include all of these new sources of telemetry data through all of these new accelerators through the new features like PCI Gen5, DDR5, et cetera, but also bring in that out-of-band telemetry management experience. And so, I think that's a key innovation here, helping prepare for the world that the cloud is enabling. >> It's interesting, you know, Koichiro you had mentioned on the previous segment, COVID-19, we all know the impact of how that changed, how IT at the managed, you know, all of a sudden remote work, right? So, as you have cloud go to hybrid, now we got the edge coming, we're talking about a distributed computing environment, we got telemetry, you got management. This is a huge shift and it's happening super fast. What's the Gen11 iLO6 mean for architects as they start to look at going beyond hybrid and going to the edge, you're going to need all this telemetry. What's the impact? Can you guys just riff and share your thoughts on what this means for that kind of NexGen cloud that we see coming on on which is essentially distributed computing. >> Yeah, that's a great topic to discuss. So, there's a couple of the things. Really, to make sure those remote environment and also the management distributed IT environments, the system management has to reach across the remote location, across the internet connections, and the connectivities. So, the system management protocol, for instance, like traditionally IPMI or SNMP, or those things, got to be modernized into more restful API and those modern integration friendly to the modern tool chains. So, we're investing on those like refresh APIs and also again, the security becomes paramount importance because those are exposed to the bad people to snoop and trying to do some bad thing like men in a middle attacks, things like that. So we really, you know, focus on the security side on the two aspects on the iLO6 and Gen11. One other thing is we continue our industry unique silicon root of trust technology. So, that one is fortunate platform making sure the platform firmware, only the authentic and legitimate image of the firmware can run on HP server. And when you check in, validating the firmware images, the root of the trust reside in the silicon. So, no one can change it. Even the bad people trying to change the root of trust, it's bond in the chips so you cannot really change. And that's why, even bad people trying to compromise, you know, install compromise the firmware image on the HPE servers, you cannot do that. Another thing is we're making a lot of enhancements to make sure security on board our HP server into your network or onto a services like a GreenLake. Give you a couple of example, for instance, like a IDevID, Initial Device ID. That one is conforming to IEEE 802.1AR and it's immutable so no one can change it. And by using the IDevID, you can really identify you are not onboarding a rogue server or unknown server, but the server that you you want to onboard, right? It's absolutely important. Another thing is like platform certificate. Platform certificate really is the measurement of the configuration. So again, this is a great feature that makes sure you receive a server from the factory and no one during the transportation touch the server and alter the configuration. >> Chinmay, what's your reaction to this new distributed NextGen cloud? You got data, security, edge, move the compute to the data, don't move the data around. These are big conversations. >> Yeah, great question, John. I think this is an important thing to consider for the end user, the service provider in all of these contexts, right? I think Koichiro mentioned some of these key elements that go into as we develop and design these new products. But for example, from a security perspective, we introduce the trust domain extensions, TDX feature, for confidential computing in Intel 4th Generation Xeon scalable processors. And that enables the isolation of user workloads in these cloud environments, et cetera. But again, going back to the point Koichiro was making where if you go to the edge, you go to the cloud and then have the edge connect to the cloud you have independent networks for system management, independent networks for user data, et cetera. So, you need the ability to create that isolation. All of this telemetry data that needs to be isolated from the user, but used by the service provider to provide the best experience. All of these are built on the foundations of technologies such as TDX, PMT, iLO6, et cetera. >> Great stuff, gentlemen. Well, we have a lot more to discuss on our next segment. We're going to take a break here before wrapping up. We'll be right back with more. You're watching "theCUBE," the leader in high tech coverage. (light music) Okay, welcome back here, on "theCUBE's" coverage of "Compute engineered for your hybrid world." I'm John Furrier, host of the Cube. We're wrapping up our discussion here on transforming compute management experience with 4th Gen Intel Xeon scalable processors and obviously HPE ProLiant Gen11. Gentlemen, welcome back. Let's get into the takeaways for this discussion. Obviously, systems management has been around for a while, but transforming that experience on the management side is super important as the environment just radically changing for the better. What are some of the key takeaways for the audience watching here that they should put into their kind of tickler file and/or put on their to-do list to keep an eye on? >> Yeah, so Gen11 and iLO6 offers the latest, greatest technologies with new generation CPUs, DDR5, PCI Gen5, and so on and on. There's a lot of things in there and also iLO6 is the most mature version of iLO and it offers the best manageability and security. On top of iLO, HP offers the best of read management options like HP OneView and Compute Ops Management. It's really a lot of the things that help user achieve a lot of the things regardless of the use case like edge computing, or distributed IT, or hybrid strategy and so on and on. And you could also have a great system management that you can unleash all the full potential of latest, greatest technology. >> Chinmay, what's your thoughts on the key takeaways? Obviously as the world's changing, more gen chips are coming out, specialized workloads, performance. I mean, I've never met anyone that says they want to run on slower infrastructure. I mean, come on, performance matters. >> Yes, no, it definitely, I think one of the key things I would say is yes, with Gen11 Intel for gen scalable we're introducing all of these technologies, but I think one of the key things that has grown over the last few years is the view of the system provider, the abstraction that's needed, right? Like the end user today is migrating a lot of what they're traditionally used to from a physical compute perspective to the cloud. Everything goes to the cloud and when that happens there's a lot of just the experience that the end user sees, but everything underneath is abstracted away and then managed by the system provider, right? So we at Intel, and of course, our partners at HP, we have spent a lot of time figuring out what are the best sets of features that provide that best system management experience that allow for that abstraction to work seamlessly without the end user noticing? And I think from that perspective, the 4th Gen Intel Xeon scalable processors is so far the best Intel product that we have introduced that is prepared for that type of abstraction. >> So, I'm going to put my customer hat on for a second. I'll ask you both. What's in it for me? I'm the customer. What's in it for me? What's the benefit to me? What does this all mean to me? What's my win? >> Yeah, I can start there. I think the key thing here is that when we create capabilities that allow you to build the best cloud, at the end of the day that efficiency, that performance, all of that translates to a better experience for the consumer, right? So, as the service provider is able to have all of these myriad capabilities to use and choose from and then manage the system experience, what that implies is that the end user sees a seamless experience as they go from one application to another as they go about their daily lives. >> Koichiro, what's your thoughts on what's in it for me? You guys got a lot of engineering going on in Gen11, every gen increase always is a step function and increase of value. What's in it for me? What do I care? What's in it for me? I'm the customer. >> Alright. Yeah, so I fully agree with Chinmay's point. You know, he lays out the all the good points, right? Again, you know what the Gen11 and iLO6 offer all the latest, greatest features and all the technology and advancements are packed in the Gen11 platform and iLO6 unleash all full potentials for those benefits. And things are really dynamic in today's world and IT system also going to be agile and the system management get really far, to the point like we never imagine what the system management can do in the past. For instance, the managing on-prem devices across multiple locations from a single point, like a single pane of glass on the cloud management system, management on the cloud, that's what really the compute office management that HP offers. It's all new and it's really help customers unleash full potential of the gear and their investment and provide the best TCO and ROIs, right? I'm very excited that all the things that all the teams have worked for the multiple years have finally come to their life and to the public. And I can't really wait to see our customers start putting their hands on and enjoy the benefit of the latest, greatest offerings. >> Yeah, 4th Gen Xeon, Gen11 ProLiant, I mean, all the things coming together, accelerators, more cores. You got data, you got compute, and you got now this idea of security, I mean, you got hitting all the points, data and security big features here, right? Data being computed in a way with Gen4 and Gen11. This is like the big theme, data security, kind of the the big part of the core here in this announcement, in this relationship. >> Absolutely. I believe, I think the key things as these new generations of processors enable is new types of compute which imply is more types of data, more types of and hence, with more types of data, more types of compute. You have more types of system management more differentiation that the service provider has to then deal with, the disaggregation that they have to deal with. So yes, absolutely this is, I think exciting times for end users, but also for new frontiers for service providers to go tackle. And we believe that the features that we're introducing with this CPU and this platform will enable them to do so. >> Well Chinmay thank you so much for sharing your Intel perspective, Koichiro with HPE. Congratulations on all that hard work and engineering coming together. Bearing fruit, as you said, Koichiro, this is an exciting time. And again, keep moving the needle. This is an important inflection point in the industry and now more than ever this compute is needed and this kind of specialization's all awesome. So, congratulations and participating in the "Transforming your compute management experience" segment. >> Thank you very much. >> Okay. I'm John Furrier with "theCUBE." You're watching the "Compute Engineered for your Hybrid World Series" sponsored by HP and Intel. Thanks for watching. (light music)
SUMMARY :
how to transform your in the system management space? that the cyber criminals becoming of the out-of-band methods to do this We'll get into that on the next segment, of the product and we tend to on iLO in the next segment, of telemetry that the service provider now for spending the time in this segment. and the latest, greatest on the Gen11 and iLO6? that the system provider at the managed, you know, and legitimate image of the move the compute to the data, by the service provider to I'm John Furrier, host of the Cube. a lot of the things Obviously as the world's experience that the end user sees, What's the benefit to me? that the end user sees I'm the customer. that all the things that kind of the the big part of the core here that the service provider And again, keep moving the needle. for your Hybrid World Series"
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HPE Compute Engineered for your Hybrid World - Next Gen Enhanced Scalable processors
>> Welcome to "theCUBE's" coverage of "Compute Engineered for Your Hybrid World" sponsored by HPE and Intel. I'm John Furrier, host of "theCUBE" with the new fourth gen Intel Z on scalable process being announced, HPE is releasing four new HPE ProLiant Gen 11 servers and here to talk about the feature of those servers as well as the partnership between HPE and Intel, we have Darren Anthony, director compute server product manager with HPE, and Suzi Jewett, general manager of the Zion products with Intel. Thanks for joining us folks. Appreciate you coming on. >> Thanks for having us. (Suzi's speech drowned out) >> This segment is about NextGen enhanced scale of process. Obviously the Zion fourth gen. This is really cool stuff. What's the most exciting element of the new Intel fourth gen Zion processor? >> Yeah, John, thanks for asking. Of course, I'm very excited about the fourth gen Intel Zion processor. I think the best thing that we'll be delivering is our new ong package accelerators, which you know allows us to service the majority of the server market, which still is buying in that mid core count range and provide workload acceleration that matters for every one of the products that we sell. And that workload acceleration allows us to drive better efficiency and allows us to really dive into improved sustainability and workload optimizations for the data center. >> It's about al the rage about the cores. Now we got the acceleration continued to innovate with Zion. Congratulations. Darren what does the new Intel fourth Gen Zion processes mean for HPE from the ProLiant perspective? You're on Gen 11 servers. What's in it? What's it mean for you guys and for your customers? >> Well, John, first we got to talk about the great partnership. HPE and Intel have been partners delivering innovation for our server products for over 30 years, and we're continuing that partnership with HP ProLiant Gen 11 servers to deliver compelling business outcomes for our customers. Customers are on a digital transformation journey, and they need the right compute to power applications, accelerate analytics, and turn data into value. HP ProLiant Compute is engineered for your hybrid world and delivers optimized performance for your workloads. With HP ProLiant Gen 11 servers and Intel fourth gen Zion processors, you can have the performance to accelerate workloads from the data center to the edge. With Gen 11, we have more. More performance to meet new workload demands. With PCI Gen five which delivers increased bandwidth with room for more data and graphics accelerators for workloads like VDI, our new demands at the edge. DDR5 memory springs greater bandwidth and performance increases for low latency and memory solutions for database and analytics workloads and higher clock speed CPU chipset combinations for processor intensive AI and machine learning applications. >> Got to love the low latency. Got to love the more performance. Got to love the engineered for the hybrid world. You mentioned that. Can you elaborate more on engineered for the hybrid world? What does that mean? Can you elaborate? >> Well, HP ProLiant Compute is based on three pillars. First, an intuitive cloud operating experience with HPE GreenLake compute ops management. Second, trusted security by design with a zero trust approach from silicone to cloud. And third, optimize for performance for your workloads, whether you deploy as a traditional infrastructure or a pay-as-you-go model with HPE GreenLake on-premise at the edge in a colo and in the public cloud. >> Well, thanks Suzi and Darren, we'll be right back. We're going to take a quick break. We're going to come back and do a deep dive and get into the ProLiant Gen 11 servers. We're going to dig into it. You're watching "theCUBE," the leader in high tech enterprise coverage. We'll be right back. (upbeat music) >> Hello everyone. Welcome back continuing coverage of "theCUBE's" "Compute Engineered for Your Hybrid World" with HP and Intel. I'm John Furrier, host of "theCUBE'" joined back by Darren Anthony from HPE and Suzie Jewitt from Intel. as we continue our conversation on the fourth gen Zion scalable processor and HP Gen 11 servers. Suzi, we'll start with you first. Can you give us some use cases around the new fourth gen, Intel Zion scalable processors? >> Yeah, I'd love to. What we're really seeing with an ever-changing market, and you know, adapting to that is we're leading with that workload focus approach. Some examples, you know, that we see are with vRAN. For in vRAN, we estimate the 2021 market size was about 150 million, and we expect a CAG of almost 30% all the way through 2030. So we're really focused on that, on, you know deployed edge use cases, growing about 10% to over 50% in 2026. And HPC use cases, of course, continue to grow at a study CAGR around, you know, about 7%. Then last but not least is cloud. So we're, you know, targeting a growth rate of almost 20% over a five year CAGR. And the fourth G Zion is targeted to all of those workloads, both through our architectural improvements that, you know deliver node level performance as well as our operational improvements that deliver data center performance. And wrapping that all around with the accelerators that I talked about earlier that provide that workload specific improvements that get us to where our customers need to operationalize in their data center. >> I love the focus solutions around seeing compute used that way and the processors. Great stuff. Darren, how do you see the new ProLiant Gen 11 servers being used on your side? I mean obviously, you've got the customers deploying the servers. What are you seeing on those workloads? Those targeted workloads? (John chuckling) >> Well, you know, very much in line with what Suzi was talking about. The generational improvements that we're seeing in performance for Gen 11. They're outstanding for many different use cases. You know, obviously VDI. what we're seeing a lot is around the analytics. You know, with moving to the edge, there's a lot more data. Customers need to convert that data into something tangible. Something that's actionable. And so we're really seeing the strong use cases around analytics in order to mine that data and to make better, faster decisions for the customers. >> You know what I love about this market is people really want to hear about performance. They love speed, they love the power, and low power, by the way on the other side. So, you know, this has really been a big part of the focus now this year. We're seeing a lot more discussion. Suzi, can you tell us more about the key performance improvements on the processors? And Darren, if you don't mind, if you can follow up on the benefits of the new servers relative to the performance. Suzi? >> Sure, so, you know, at a standard expectant rate we're looking at, you know, 60% gen over gen, from our previous third gen Zion, but more importantly as we've been mentioning is the performance improvement we get with the accelerators. As an example, an average accelerator proof point that we have is 2.9 times improvement in performance per wat for accelerated workloads versus non-accelerated workloads. Additionally, we're seeing really great and performance improvement in low jitter so almost 20 to 50 times improvement versus previous gen in jitter on particular workloads which is really important, you know to our cloud service providers. >> Darren, what's your follow up on this? This is obviously translates into the the gen 11 servers. >> Well, you know, this generation. Huge improvements across the board. And what we're seeing is that not only customers are prepared for what they need now you know, workloads are evolving and transitioning. Customers need more. They're doing more. They're doing more analytics. And so not only do you have the performance you need now, but it's actually built for the future. We know that customers are looking to take in that data and do something and work with the data wherever it resides within their infrastructure. We also see customers that are beginning to move servers out of a centralized data center more to the edge, closer to the way that where the data resides. And so this new generation really tremendous for that. Seeing a lot of benefits for the customers from that perspective. >> Okay, Suzi, Darren, I want to get your thoughts on one of the hottest trends happening right now. Obviously machine learning and AI has always been hot, but recently more and more focus has been on AI. As you start to see this kind of next gen kind of AI coming on, and the younger generation of developers, you know, they're all into this. This is really the one of the hottest trends of AI. We've seen the momentum and accelerations kind of going next level. Can you guys comment on how Zion here and Gen 11 are tying into that? What's that mean for AI? >> So, exactly. With the fourth gen Intel Zion, we have one of our key you know, on package accelerators in every core is our AMX. It delivers up to 10 times improvement on inference and training versus previous gens, and, you know throws the competition out of the water. So we are really excited for our AI performance leading with Zion >> And- >> And John, what we're seeing is that this next generation, you know you're absolutely right, you know. Workloads a lot more focused. A lot more taking more advantage of AI machine learning capabilities. And with this generation together with the Intel Zion fourth gen, you know what we're seeing is the opportunity with that increase in IO bandwidth that now we have an opportunity for those applications and those use cases and those workloads to take advantage of this capability. We haven't had that before, but now more than ever, we've actually, you know opened the throttle with the performance and with the capabilities to support those workloads. >> That's great stuff. And you know, the AI stuff also does all lot on differentiated heavy lifting, and it needs processing power. It needs the servers. This is just, (John chuckling) it creates more and more value. This is right in line. Congratulations. Super excited by that call out. Really appreciate it. Thanks Suzi and Darren. Really appreciate. A lot more discuss with you guys as we go a little bit deeper. We're going to talk about security and wrap things up after this short break. I'm John Furrier, "theCUBE," the leader in enterprise tech coverage. (upbeat music) >> Welcome back to "theCUBE's" coverage of "Compute Engineered for Your Hybrid World." I'm John Furrier, host of "theCUBE" joined by Darren Anthony from HPE and Suzi Jewett from Intel as we turn our discussion to security. A lot of great features with the new Zion scalable processor's gen four and the ProLiant gen 11. Let's get into it. Suzi, what are some of the cool features of the fourth gen Intel Zion scalable processors? >> Sure, John, I'd love to talk about it. With fourth gen, Intel offers the most comprehensive confidential computing portfolio to really enhance data security and ingest regulatory compliance and sovereignty concerns. A couple examples of those features and technologies that we've included are a larger baseline enclave with the SGX technology, which is our application isolation technology and our Intel CET substantially reduces the risk of whole class software-based attacks. That wrapped around at a platform level really allows us, you know, to secure workload acceleration software and ensure platform integrity. >> Darren, this is a great enablement for HPE. Can you tell us about the security with the the new HP ProLiant Gen 11 servers? >> Absolutely, John. So HP ProLiant engineered with a fundamental security approach to defend against increasingly complex threats and uncompromising focus on state-of-the-art security innovations that are built right into our DNA, from silicon to software, from the factory to the cloud. It's our goal to protect the customer's infrastructure, workloads, and the data from threats to hardware and risk from third party software and devices. So Gen 11 is just a continuation of the the great technological innovations that we've had around providing zero trust architecture. We're extending our Silicon Root of Trust, and it's just a motion forward for innovating on that Silicon Root of Trust that we've had. So with Silicon Root of Trust, we protect millions of lines of firmware code from malware and ransomware with the digital footprint that's unique to the server. With this Silicon Root of Trust, we're securing over 4 million HPE servers around the world and beyond that Silicon, the authentication of and extending this to our partner ecosystem, the authentication of platform components, such as network interface cards and storage controllers just gives us that protection against additional entry points of security threats that can compromise the entire server infrastructure. With this latest version, we're also doing authentication integrity with those components using the security protocol and data model protocol or SPDM. But we know that trusted and protected infrastructure begins with a secure supply chain, a layer of protection that starts at the manufacturing floor. HP provides you optimized protection for ProLiant servers from trusted suppliers to the factories and into transit to the customer. >> Any final messages Darren you'd like to share with your audience on the hybrid world engineering for the hybrid world security overall the new Gen 11 servers with the Zion fourth generation process scalable processors? >> Well, it's really about choice. Having the right choice for your compute, and we know HPE ProLiant servers, together, ProLiant Gen 11 servers together with the new Zion processors is the right choice. Delivering the capabilities to performance and the efficiency that customers need to run their most complex workloads and their most performance hungry work workloads. We're really excited about this next generation of platforms. >> ProLiant Gen 11. Suzi, great customer for Intel. You got the fourth generation Zion scalable processes. We've been tracking multiple generations for both of you guys for many, many years now, the past decade. A lot of growth, a lot of innovation. I'll give you the last word on the series here on this segment. Can you share the the collaboration between Intel and HP? What does it mean and what's that mean for customers? Can you give your thoughts and share your views on the relationship with with HPE? >> Yeah, we value, obviously HPE as one of our key customers. We partner with them from the beginning of when we are defining the product all the way through the development and validation. HP has been a great partner in making sure that we deliver collaboratively to the needs of their customers and our customers all together to make sure that we get the best product in the market that meets our customer needs allowing for the flexibility, the operational efficiency, the security that our markets demand. >> Darren, Suzi, thank you so much. You know, "Compute for an Engineered Hybrid World" is really important. Compute is... (John stuttering) We need more compute. (John chuckling) Give us more power and less power on the sustainability side. So a lot of great advances. Thank you so much for spending the time and give us an overview on the innovation around the Zion and, and the ProLiant Gen 11. Appreciate your time. Appreciate it. >> You're welcome. Thanks for having us. >> You're watching "theCUBE's" coverage of "Compute Engineered for Your Hybrid World" sponsored by HPE and Intel. I'm John Furrier with "theCUBE." Thanks for watching. (upbeat music)
SUMMARY :
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HPE Compute Engineered for your Hybrid World-Containers to Deploy Higher Performance AI Applications
>> Hello, everyone. Welcome to theCUBE's coverage of "Compute Engineered for your Hybrid World," sponsored by HPE and Intel. Today we're going to discuss the new 4th Gen Intel Xeon Scalable process impact on containers and AI. I'm John Furrier, your host of theCUBE, and I'm joined by three experts to guide us along. We have Jordan Plum, Senior Director of AI and products for Intel, Bradley Sweeney, Big Data and AI Product Manager, Mainstream Compute Workloads at HPE, and Gary Wang, Containers Product Manager, Mainstream Compute Workloads at HPE. Welcome to the program gentlemen. Thanks for coming on. >> Thanks John. >> Thank you for having us. >> This segment is going to be talking about containers to deploy high performance AI applications. This is a really important area right now. We're seeing a lot more AI deployed, kind of next gen AI coming. How is HPE supporting and testing and delivering containers for AI? >> Yeah, so what we're doing from HPE's perspective is we're taking these container platforms, combining with the next generation Intel servers to fully validate the deployment of the containers. So what we're doing is we're publishing the reference architectures. We're creating these automation scripts, and also creating a monitoring and security strategy for these container platforms. So for customers to easily deploy these Kubernete clusters and to easily secure their community environments. >> Gary, give us a quick overview of the new Proliant DL 360 and 380 Gen 11 servers. >> Yeah, the load, for example, for container platforms what we're seeing mostly is the DL 360 and DL 380 for matching really well for container use cases, especially for AI. The DL 360, with the expended now the DDR five memory and the new PCI five slots really, really helps the speeds to deploy these container environments and also to grow the data that's required to store it within these container environments. So for example, like the DL 380 if you want to deploy a data fabric whether it's the Ezmeral data fabric or different vendors data fabric software you can do so with the DL 360 and DL 380 with the new Intel Xeon processors. >> How does HP help customers with Kubernetes deployments? >> Yeah, like I mentioned earlier so we do a full validation to ensure the container deployment is easy and it's fast. So we create these automation scripts and then we publish them on GitHub for customers to use and to reference. So they can take that and then they can adjust as they need to. But following the deployment guide that we provide will make the, deploy the community deployment much easier, much faster. So we also have demo videos that's also published and then for reference architecture document that's published to guide the customer step by step through the process. >> Great stuff. Thanks everyone. We'll be going to take a quick break here and come back. We're going to do a deep dive on the fourth gen Intel Xeon scalable process and the impact on AI and containers. You're watching theCUBE, the leader in tech coverage. We'll be right back. (intense music) Hey, welcome back to theCUBE's continuing coverage of "Compute Engineered for your Hybrid World" series. I'm John Furrier with the Cube, joined by Jordan Plum with Intel, Bradley Sweeney with HPE, and Gary Wang from HPE. We're going to do a drill down and do a deeper dive into the AI containers with the fourth gen Intel Xeon scalable processors we appreciate your time coming in. Jordan, great to see you. I got to ask you right out of the gate, what is the view right now in terms of Intel's approach to containers for AI? It's hot right now. AI is booming. You're seeing kind of next gen use cases. What's your approach to containers relative to AI? >> Thanks John and thanks for the question. With the fourth generation Xeon scalable processor launch we have tested and validated this platform with over 400 deep learning and machine learning models and workloads. These models and workloads are publicly available in the framework repositories and they can be downloaded by anybody. Yet customers are not only looking for model validation they're looking for model performance and performance is usually a combination of a given throughput at a target latency. And to do that in the data center all the way to the factory floor, this is not always delivered from these generic proxy models that are publicly available in the industry. >> You know, performance is critical. We're seeing more and more developers saying, "Hey, I want to go faster on a better platform, faster all the time." No one wants to run slower stuff, that's for sure. Can you talk more about the different container approaches Intel is pursuing? >> Sure. First our approach is to meet the customers where they are and help them build and deploy AI everywhere. Some customers just want to focus on deployment they have more mature use cases, and they just want to download a model that works that's high performing and run. Others are really focused more on development and innovation. They want to build and train models from scratch or at least highly customize them. Therefore we have several container approaches to accelerate the customer's time to solution and help them meet their business SLA along their AI journey. >> So what developers can just download these containers and just go? >> Yeah, so let me talk about the different kinds of containers we have. We start off with pre-trained containers. We'll have about 55 or more of these containers where the model is actually pre-trained, highly performant, some are optimized for low latency, others are optimized for throughput and the customers can just download these from Intel's website or from HPE and they can just go into production right away. >> That's great. A lot of choice. People can just get jump right in. That's awesome. Good, good choice for developers. They want more faster velocity. We know that. What else does Intel provide? Can you share some thoughts there? What you guys else provide developers? >> Yeah, so we talked about how hey some are just focused on deployment and they maybe they have more mature use cases. Other customers really want to do some more customization or optimization. So we have another class of containers called development containers and this includes not just the kind of a model itself but it's integrated with the framework and some other capabilities and techniques like model serving. So now that customers can download just not only the model but an entire AI stack and they can be sort of do some optimizations but they can also be sure that Intel has optimized that specific stack on top of the HPE servers. >> So it sounds simple to just get started using the DL model and containers. Is that it? Where, what else are customers looking for? What can you take a little bit deeper? >> Yeah, not quite. Well, while the customer customer's ability to reproduce performance on their site that HPE and Intel have measured in our own labs is fantastic. That's not actually what the customer is only trying to do. They're actually building very complex end-to-end AI pipelines, okay? And a lot of data scientists are really good at building models, really good at building algorithms but they're less experienced in building end-to-end pipelines especially 'cause the number of use cases end-to-end are kind of infinite. So we are building end-to-end pipeline containers for use cases like media analytics and sentiment analysis, anomaly detection. Therefore a customer can download these end-to-end containers, right? They can either use them as a reference, just like, see how we built them and maybe they have some changes in their own data center where they like to use different tools, but they can just see, "Okay this is what's possible with an end-to-end container on top of an HPE server." And other cases they could actually, if the overlap in the use case is pretty close, they can just take our containers and go directly into production. So this provides developers, all three types of containers that I discussed provide developers an easy starting point to get them up and running quickly and make them productive. And that's a really important point. You talked a lot about performance, John. But really when we talk to data scientists what they really want to be is productive, right? They're under pressure to change the business to transform the business and containers is a great way to get started fast >> People take product productivity, you know, seriously now with developer productivity is the hottest trend obviously they want performance. Totally nailed it. Where can customers get these containers? >> Right. Great, thank you John. Our pre-trained model containers, our developmental containers, and our end-to-end containers are available at intel.com at the developer catalog. But we'd also post these on many third party marketplaces that other people like to pull containers from. And they're frequently updated. >> Love the developer productivity angle. Great stuff. We've still got more to discuss with Jordan, Bradley, and Gary. We're going to take a short break here. You're watching theCUBE, the leader in high tech coverage. We'll be right back. (intense music) Welcome back to theCUBE's coverage of "Compute Engineered for your Hybrid World." I'm John Furrier with theCUBE and we'll be discussing and wrapping up our discussion on containers to deploy high performance AI. This is a great segment on really a lot of demand for AI and the applications involved. And we got the fourth gen Intel Xeon scalable processors with HP Gen 11 servers. Bradley, what is the top AI use case that Gen 11 HP Proliant servers are optimized for? >> Yeah, thanks John. I would have to say intelligent video analytics. It's a use case that's supplied across industries and verticals. For example, a smart hospital solution that we conducted with Nvidia and Artisight in our previous customer success we've seen 5% more hospital procedures, a 16 times return on investment using operating room coordination. With that IVA, so with the Gen 11 DL 380 that we provide using the the Intel four gen Xeon processors it can really support workloads at scale. Whether that is a smart hospital solution whether that's manufacturing at the edge security camera integration, we can do it all with Intel. >> You know what's really great about AI right now you're starting to see people starting to figure out kind of where the value is does a lot of the heavy lifting on setting things up to make humans more productive. This has been clearly now kind of going neck level. You're seeing it all in the media now and all these new tools coming out. How does HPE make it easier for customers to manage their AI workloads? I imagine there's going to be a surge in demand. How are you guys making it easier to manage their AI workloads? >> Well, I would say the biggest way we do this is through GreenLake, which is our IT as a service model. So customers deploying AI workloads can get fully-managed services to optimize not only their operations but also their spending and the cost that they're putting towards it. In addition to that we have our Gen 11 reliance servers equipped with iLO 6 technology. What this does is allows customers to securely manage their server complete environment from anywhere in the world remotely. >> Any last thoughts or message on the overall fourth gen intel Xeon based Proliant Gen 11 servers? How they will improve workload performance? >> You know, with this generation, obviously the performance is only getting ramped up as the needs and requirements for customers grow. We partner with Intel to support that. >> Jordan, gimme the last word on the container's effect on AI applications. Your thoughts as we close out. >> Yeah, great. I think it's important to remember that containers themselves don't deliver performance, right? The AI stack is a very complex set of software that's compiled together and what we're doing together is to make it easier for customers to get access to that software, to make sure it all works well together and that it can be easily installed and run on sort of a cloud native infrastructure that's hosted by HPE Proliant servers. Hence the title of this talk. How to use Containers to Deploy High Performance AI Applications. Thank you. >> Gentlemen. Thank you for your time on the Compute Engineered for your Hybrid World sponsored by HPE and Intel. Again, I love this segment for AI applications Containers to Deploy Higher Performance. This is a great topic. Thanks for your time. >> Thank you. >> Thanks John. >> Okay, I'm John. We'll be back with more coverage. See you soon. (soft music)
SUMMARY :
Welcome to the program gentlemen. and delivering containers for AI? and to easily secure their of the new Proliant DL 360 and also to grow the data that's required and then they can adjust as they need to. and the impact on AI and containers. And to do that in the about the different container and they just want to download a model and they can just go into A lot of choice. and they can be sort of So it sounds simple to just to use different tools, is the hottest trend to pull containers from. on containers to deploy we can do it all with Intel. for customers to manage and the cost that they're obviously the performance on the container's effect How to use Containers on the Compute Engineered We'll be back with more coverage.
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HPE Compute Engineered for your Hybrid World - Accelerate VDI at the Edge
>> Hello everyone. Welcome to theCUBEs coverage of Compute Engineered for your Hybrid World sponsored by HPE and Intel. Today we're going to dive into advanced performance of VDI with the fourth gen Intel Zion scalable processors. Hello I'm John Furrier, the host of theCUBE. My guests today are Alan Chu, Director of Data Center Performance and Competition for Intel as well as Denis Kondakov who's the VDI product manager at HPE, and also joining us is Cynthia Sustiva, CAD/CAM product manager at HPE. Thanks for coming on, really appreciate you guys taking the time. >> Thank you. >> So accelerating VDI to the Edge. That's the topic of this topic here today. Let's get into it, Dennis, tell us about the new HPE ProLiant DL321 Gen 11 server. >> Okay, absolutely. Hello everybody. So HP ProLiant DL320 Gen 11 server is the new age center CCO and density optimized compact server, compact form factor server. It enables to modernize and power at the next generation of workloads in the diverse rec environment at the Edge in an industry standard designed with flexible scale for advanced graphics and compute. So it is one unit, one processor rec optimized server that can be deployed in the enterprise data center as well as at the remote office at end age. >> Cynthia HPE has announced another server, the ProLiant ML350. What can you tell us about that? >> Yeah, so the HPE ProLiant ML350 Gen 11 server is a powerful tower solution for a wide range of workloads. It is ideal for remote office compute with NextGen performance and expandability with two processors in tower form factor. This enables the server to be used not only in the data center environment, but also in the open office space as a powerful workstation use case. >> Dennis mentioned both servers are empowered by the fourth gen Intel Zion scale of process. Can you talk about the relationship between Intel HPE to get this done? How do you guys come together, what's behind the scenes? Share as much as you can. >> Yeah, thanks a lot John. So without a doubt it takes a lot to put all this together and I think the partnership that HPE and Intel bring together is a little bit of a critical point for us to be able to deliver to our customers. And I'm really thrilled to say that these leading Edge solutions that Dennis and Cynthia just talked about, they're built on the foundation of our fourth Gen Z on scalable platform that's trying to meet a wide variety of deployments for today and into the future. So I think the key point of it is we're together trying to drive leading performance with built-in acceleration and in order to deliver a lot of the business values to our customers, both HP and Intels, look to scale, drive down costs and deliver new services. >> You got the fourth Gen Z on, you got the Gen 11 and multiple ProLiants, a lot of action going on. Again, I love when these next gens come out. Can each of you guys comment and share what are the use cases for each of the systems? Because I think what we're looking at here is the next level innovation. What are some of the use cases on the systems? >> Yeah, so for the ML350, in the modern world where more and more data are generated at the Edge, we need to deploy computer infrastructure where the data is generated. So smaller form factor service will satisfy the requirements of S&B customers or remote and branch offices to deliver required performance redundancy where we're needed. This type of locations can be lacking dedicated facilities with strict humidity, temperature and noise isolation control. The server, the ML350 Gen 11 can be used as a powerful workstation sitting under a desk in the office or open space as well as the server for visualized workloads. It is a productivity workhorse with the ability to scale and adapt to any environment. One of the use cases can be for hosting digital workplace for manufacturing CAD/CAM engineering or oil and gas customers industry. So this server can be used as a high end bare metal workstation for local end users or it can be virtualized desktop solution environments for local and remote users. And talk about the DL320 Gen 11, I will pass it on to Dennis. >> Okay. >> Sure. So when we are talking about age of location we are talking about very specific requirements. So we need to provide solution building blocks that will empower and performance efficient, secure available for scaling up and down in a smaller increments than compared to the enterprise data center and of course redundant. So DL 320 Gen 11 server is the perfect server to satisfy all of those requirements. So for example, S&B customers can build a video solution, for example starting with just two HP ProLiant TL320 Gen 11 servers that will provide sufficient performance for high density video solution and at the same time be redundant and enable it for scaling up as required. So for VGI use cases it can be used for high density general VDI without GP acceleration or for a high performance VDI with virtual VGPU. So thanks to the modern modular architecture that is used on the server, it can be tailored for GPU or high density storage deployment with software defined compute and storage environment and to provide greater details on your Intel view I'm going to pass to Alan. >> Thanks a lot Dennis and I loved how you're both seeing the importance of how we scale and the applicability of the use cases of both the ML350 and DL320 solutions. So scalability is certainly a key tenant towards how we're delivering Intel's Zion scalable platform. It is called Zion scalable after all. And we know that deployments are happening in all different sorts of environments. And I think Cynthia you talked a little bit about kind of a environmental factors that go into how we're designing and I think a lot of people think of a traditional data center with all the bells and whistles and cooling technology where it sometimes might just be a dusty closet in the Edge. So we're defining fortunes you see on scalable to kind of tackle all those different environments and keep that in mind. Our SKUs range from low to high power, general purpose to segment optimize. We're supporting long life use cases so that all goes into account in delivering value to our customers. A lot of the latency sensitive nature of these Edge deployments also benefit greatly from monolithic architectures. And with our latest CPUs we do maintain quite a bit of that with many of our SKUs and delivering higher frequencies along with those SKUs optimized for those specific workloads in networking. So in the end we're looking to drive scalability. We're looking to drive value in a lot of our end users most important KPIs, whether it's latency throughput or efficiency and 4th Gen Z on scalable is looking to deliver that with 60 cores up to 60 cores, the most builtin accelerators of any CPUs in the market. And really the true technology transitions of the platform with DDR5, PCIE, Gen five and CXL. >> Love the scalability story, love the performance. We're going to take a break. Thanks Cynthia, Dennis. Now we're going to come back on our next segment after a quick break to discuss the performance and the benefits of the fourth Gen Intel Zion Scalable. You're watching theCUBE, the leader in high tech coverage, be right back. Welcome back around. We're continuing theCUBE's coverage of compute engineer for your hybrid world. I'm John Furrier, I'm joined by Alan Chu from Intel and Denis Konikoff and Cynthia Sistia from HPE. Welcome back. Cynthia, let's start with you. Can you tell us the benefits of the fourth Gen Intel Zion scale process for the HP Gen 11 server? >> Yeah, so HP ProLiant Gen 11 servers support DDR five memory which delivers increased bandwidth and lower power consumption. There are 32 DDR five dim slots with up to eight terabyte total on ML350 and 16 DDR five dim slots with up to two terabytes total on DL320. So we deliver more memory at a greater bandwidth. Also PCIE 5.0 delivers an increased bandwidth and greater number of lanes. So when we say increased number of lanes we need to remember that each lane delivers more bandwidth than lanes of the previous generation plus. Also a flexible storage configuration on HPDO 320 Gen 11 makes it an ideal server for establishing software defined compute and storage solution at the Edge. When we consider a server for VDI workloads, we need to keep the right balance between the number of cords and CPU frequency in order to deliver the desire environment density and noncompromised user experience. So the new server generation supports a greater number of single wide and global wide GPU use to deliver more graphic accelerated virtual desktops per server unit than ever before. HPE ProLiant ML 350 Gen 11 server supports up to four double wide GPUs or up to eight single wide GPUs. When the signing GPU accelerated solutions the number of GPUs available in the system and consistently the number of BGPUs that can be provisioned for VMs in the binding factor rather than CPU course or memory. So HPE ProLiant Gen 11 servers with Intel fourth generation science scalable processors enable us to deliver more virtual desktops per server than ever before. And with that I will pass it on to Alan to provide more details on the new Gen CPU performance. >> Thanks Cynthia. So you brought up I think a really great point earlier about the importance of achieving the right balance. So between the both of us, Intel and HPE, I'm sure we've heard countless feedback about how we should be optimizing efficiency for our customers and with four Gen Z and scalable in HP ProLiant Gen 11 servers I think we achieved just that with our built-in accelerator. So built-in acceleration delivers not only the revolutionary performance, but enables significant offload from valuable core execution. That offload unlocks a lot of previously unrealized execution efficiency. So for example, with quick assist technology built in, running engine X, TLS encryption to drive 65,000 connections per second we can offload up to 47% of the course that do other work. Accelerating AI inferences with AMX, that's 10X higher performance and we're now unlocking realtime inferencing. It's becoming an element in every workload from the data center to the Edge. And lastly, so with faster and more efficient database performance with RocksDB, we're executing with Intel in-memory analytics accelerator we're able to deliver 2X the performance per watt than prior gen. So I'll say it's that kind of offload that is really going to enable more and more virtualized desktops or users for any given deployment. >> Thanks everyone. We still got a lot more to discuss with Cynthia, Dennis and Allen, but we're going to take a break. Quick break before wrapping things up. You're watching theCUBE, the leader in tech coverage. We'll be right back. Okay, welcome back everyone to theCUBEs coverage of Compute Engineered for your Hybrid World. I'm John Furrier. We'll be wrapping up our discussion on advanced performance of VDI with the fourth gen Intel Zion scalable processers. Welcome back everyone. Dennis, we'll start with you. Let's continue our conversation and turn our attention to security. Obviously security is baked in from day zero as they say. What are some of the new security features or the key security features for the HP ProLiant Gen 11 server? >> Sure, I would like to start with the balance, right? We were talking about performance, we were talking about density, but Alan mentioned about the balance. So what about the security? The security is really important aspect especially if we're talking about solutions deployed at the H. When the security is not active but other aspects of the environment become non-important. And HP is uniquely positioned to deliver the best in class security solution on the market starting with the trusted supply chain and factories and silicon route of trust implemented from the factory. So the new ISO6 supports added protection leveraging SPDM for component authorization and not only enabled for the embedded server management, but also it is integrated with HP GreenLake compute ops manager that enables environment for secure and optimized configuration deployment and even lifecycle management starting from the single server deployed on the Edge and all the way up to the full scale distributed data center. So it brings uncompromised and trusted solution to customers fully protected at all tiers, hardware, firmware, hypervisor, operational system application and data. And the new intel CPUs play an important role in the securing of the platform. So Alan- >> Yeah, thanks. So Intel, I think our zero trust strategy toward security is a really great and a really strong parallel to all the focus that HPE is also bringing to that segment and market. We have even invested in a lot of hardware enabled security technologies like SGX designed to enhance data protection at rest in motion and in use. SGX'S application isolation is the most deployed, researched and battle tested confidential computing technology for the data center market and with the smallest trust boundary of any solution in market. So as we've talked about a little bit about virtualized use cases a lot of virtualized applications rely also on encryption whether bulk or specific ciphers. And this is again an area where we've seen the opportunity for offload to Intel's quick assist technology to encrypt within a single data flow. I think Intel and HP together, we are really providing security at all facets of execution today. >> I love that Software Guard Extension, SGX, also silicon root of trust. We've heard a lot about great stuff. Congratulations, security's very critical as we see more and more. Got to be embedded, got to be completely zero trust. Final question for you guys. Can you share any messages you'd like to share with the audience each of you, what should they walk away from this? What's in it for them? What does all this mean? >> Yeah, so I'll start. Yes, so to wrap it up, HPR Proliant Gen 11 servers are built on four generation science scalable processors to enable high density and extreme performance with high performance CDR five memory and PCI 5.0 plus HP engine engineered and validated workload solutions provide better ROI in any consumption model and prefer by a customer from Edge to Cloud. >> Dennis? >> And yeah, so you are talking about all of the great features that the new generation servers are bringing to our customers, but at the same time, customer IT organization should be ready to enable, configure, support, and fine tune all of these great features for the new server generation. And this is not an obvious task. It requires investments, skills, knowledge and experience. And HP is ready to step up and help customers at any desired skill with the HP Greenlake H2 cloud platform that enables customers for cloud like experience and convenience and the flexibility with the security of the infrastructure deployed in the private data center or in the Edge. So while consuming all of the HP solutions, customer have flexibility to choose the right level of the service delivered from HP GreenLake, starting from hardwares as a service and scale up or down is required to consume the full stack of the hardwares and software as a service with an option to paper use. >> Awesome. Alan, final word. >> Yeah. What should we walk away with? >> Yeah, thanks. So I'd say that we've talked a lot about the systems here in question with HP ProLiant Gen 11 and they're delivering on a lot of the business outcomes that our customers require in order to optimize for operational efficiency or to optimize for just to, well maybe just to enable what they want to do in, with their customers enabling new features, enabling new capabilities. Underpinning all of that is our fourth Gen Zion scalable platform. Whether it's the technology transitions that we're driving with DDR5 PCIA Gen 5 or the raw performance efficiency and scalability of the platform in CPU, I think we're here for our customers in delivering to it. >> That's great stuff. Alan, Dennis, Cynthia, thank you so much for taking the time to do a deep dive in the advanced performance of VDI with the fourth Gen Intel Zion scalable process. And congratulations on Gen 11 ProLiant. You get some great servers there and again next Gen's here. Thanks for taking the time. >> Thank you so much for having us here. >> Okay, this is theCUBEs keeps coverage of Compute Engineered for your Hybrid World sponsored by HP and Intel. I'm John Furrier for theCUBE. Accelerate VDI at the Edge. Thanks for watching.
SUMMARY :
the host of theCUBE. That's the topic of this topic here today. in the enterprise data center the ProLiant ML350. but also in the open office space by the fourth gen Intel deliver a lot of the business for each of the systems? One of the use cases can be and at the same time be redundant So in the end we're looking and the benefits of the fourth for VMs in the binding factor rather than from the data center to the Edge. for the HP ProLiant Gen 11 server? and not only enabled for the is the most deployed, got to be completely zero trust. by a customer from Edge to Cloud. of the HP solutions, Alan, final word. What should we walk away with? lot of the business outcomes the time to do a deep dive Accelerate VDI at the Edge.
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HPE Compute Security - Kevin Depew, HPE & David Chang, AMD
>>Hey everyone, welcome to this event, HPE Compute Security. I'm your host, Lisa Martin. Kevin Dee joins me next Senior director, future Surfer Architecture at hpe. Kevin, it's great to have you back on the program. >>Thanks, Lisa. I'm glad to be here. >>One of the topics that we're gonna unpack in this segment is, is all about cybersecurity. And if we think of how dramatically the landscape has changed in the last couple of years, I was looking at some numbers that H P V E had provided. Cybercrime will reach 10.5 trillion by 2025. It's a couple years away. The average total cost of a data breach is now over 4 million, 15% year over year crime growth predicted over the next five years. It's no longer if we get hit, it's when it's how often. What's the severity? Talk to me about the current situation with the cybersecurity landscape that you're seeing. >>Yeah, I mean the, the numbers you're talking about are just staggering and then that's exactly what we're seeing and that's exactly what we're hearing from our customers is just absolutely key. Customers have too much to lose. The, the dollar cost is just, like I said, staggering. And, and here at HP we know we have a huge part to play, but we also know that we need partnerships across the industry to solve these problems. So we have partnered with, with our, our various partners to deliver these Gen 11 products. Whether we're talking about partners like a M D or partners like our Nick vendors, storage card vendors. We know we can't solve the problem alone. And we know this, the issue is huge. And like you said, the numbers are staggering. So we're really, we're really partnering with, with all the right players to ensure we have a secure solution so we can stay ahead of the bad guys to try to limit the, the attacks on our customers. >>Right. Limit the damage. What are some of the things that you've seen particularly change in the last 18 months or so? Anything that you can share with us that's eye-opening, more eye-opening than some of the stats we already shared? >>Well, there, there's been a massive number of attacks just in the last 12 months, but I wouldn't really say it's so much changed because the amount of attacks has been increasing dramatically over the years for many, many, many years. It's just a very lucrative area for the bad guys, whether it's ransomware or stealing personal data, whatever it is, it's there. There's unfortunately a lot of money to be made into it, made from it, and a lot of money to be lost by the good guys, the good guys being our customers. So it's not so much that it's changed, it's just that it's even accelerating faster. So the real change is, it's accelerating even faster because it's becoming even more lucrative. So we have to stay ahead of these bad guys. One of the statistics of Microsoft operating environments, the number of tax in the last year, up 50% year over year, that's a huge acceleration and we've gotta stay ahead of that. We have to make sure our customers don't get impacted to the level that these, these staggering number of attacks are. The, the bad guys are out there. We've gotta protect, protect our customers from the bad guys. >>Absolutely. The acceleration that you talked about is, it's, it's kind of frightening. It's very eye-opening. We do know that security, you know, we've talked about it for so long as a, as a a C-suite priority, a board level priority. We know that as some of the data that HPE e also sent over organizations are risking are, are listing cyber risks as a top five concern in their organization. IT budgets spend is going up where security is concerned. And so security security's on everyone's mind. In fact, the cube did, I guess in the middle part of last, I did a series on this really focusing on cybersecurity as a board issue and they went into how companies are structuring security teams changing their assumptions about the right security model, offense versus defense. But security's gone beyond the board, it's top of mind and it's on, it's in an integral part of every conversation. So my question for you is, when you're talking to customers, what are some of the key challenges that they're saying, Kevin, these are some of the things the landscape is accelerating, we know it's a matter of time. What are some of those challenges and that they're key pain points that they're coming to you to help solve? >>Yeah, at the highest level it's simply that security is incredibly important to them. We talked about the numbers. There's so much money to be lost that what they come to us and say, is security's important for us? What can you do to protect us? What can you do to prevent us from being one of those statistics? So at a high level, that's kind of what we're seeing at a, with a little more detail. We know that there's customers doing digital transformations. We know that there's customers going hybrid cloud, they've got a lot of initiatives on their own. They've gotta spend a lot of time and a lot of bandwidth tackling things that are important to their business. They just don't have the bandwidth to worry about yet. Another thing which is security. So we are doing everything we can and partnering with everyone we can to help solve those problems for customers. >>Cuz we're hearing, hey, this is huge, this is too big of a risk. How do you protect us? And by the way, we only have limited bandwidth, so what can we do? What we can do is make them assured that that platform is secure, that we're, we are creating a foundation for a very secure platform and that we've worked with our partners to secure all the pieces. So yes, they still have to worry about security, but there's pieces that we've taken care of that they don't have to worry about and there's capabilities that we've provided that they can use and we've made that easy so they can build su secure solutions on top of it. >>What are some of the things when you're in customer conversations, Kevin, that you talk about with customers in terms of what makes HPE E'S approach to security really unique? >>Well, I think a big thing is security is part of our, our dna. It's part of everything we do. Whether we're designing our own asics for our bmc, the ilo ASIC ILO six used on Gen 11, or whether it's our firmware stack, the ILO firmware, our our system, UFI firmware, all those pieces in everything we do. We're thinking about security. When we're building products in our factory, we're thinking about security. When we're think designing our supply chain, we're thinking about security. When we make requirements on our suppliers, we're driving security to be a key part of those components. So security is in our D N a security's top of mind. Security is something we think about in everything we do. We have to think like the bad guys, what could the bad guy take advantage of? What could the bad guy exploit? So we try to think like them so that we can protect our customers. >>And so security is something that that really is pervasive across all of our development organizations, our supply chain organizations, our factories, and our partners. So that's what we think is unique about HPE is because security is so important and there's a whole lot of pieces of our reliance servers that we do ourselves that many others don't do themselves. And since we do it ourselves, we can make sure that security's in the design from the start, that those pieces work together in a secure manner. So we think that gives us a, an advantage from a security standpoint. >>Security is very much intention based at HPE e I was reading in some notes, and you just did a great job of talking about this, that fundamental security approach, security is fundamental to defend against threats that are increasingly complex through what you also call an uncompromising focus to state-of-the-art security and in in innovations built into your D N A. And then organizations can protect their infrastructure, their workloads, their data from the bad guys. Talk to us briefly in our final few minutes here, Kevin, about fundamental uncompromising protected the value in it for me as an HPE customer. >>Yeah, when we talk about fundamental, we're talking about the those fundamental technologies that are part of our platform. Things like we've integrated TPMS and sorted them down in our platforms. We now have platform certificates as a standard part of the platform. We have I dev id and probably most importantly, our platforms continue to support what we really believe was a groundbreaking technology, Silicon Root of trust and what that's able to do. We have millions of lines of firmware code in our platforms and with Silicon Root of trust, we can authenticate all of those lines of firmware. Whether we're talking about the the ILO six firmware, our U E I firmware, our C P L D in the system, there's other pieces of firmware. We authenticate all those to make sure that not a single line of code, not a single bit has been changed by a bad guy, even if the bad guy has physical access to the platform. >>So that silicon route of trust technology is making sure that when that system boots off and that hands off to the operating system and then eventually the customer's application stack that it's starting with a solid foundation, that it's starting with a system that hasn't been compromised. And then we build other things into that silicon root of trust, such as the ability to do the scans and the authentications at runtime, the ability to automatically recover if we detect something has been compromised, we can automatically update that compromised piece of firmware to a good piece before we've run it because we never want to run firmware that's been compromised. So that's all part of that Silicon Root of Trust solution and that's a fundamental piece of the platform. And then when we talk about uncompromising, what we're really talking about there is how we don't compromise security. >>And one of the ways we do that is through an extension of our Silicon Root of trust with a capability called S Spdm. And this is a technology that we saw the need for, we saw the need to authenticate our option cards and the firmware in those option cards. Silicon Root Prota, Silicon Root Trust protects against many attacks, but one piece it didn't do is verify the actual option card firmware and the option cards. So we knew to solve that problem we would have to partner with others in the industry, our nick vendors, our storage controller vendors, our G vendors. So we worked with industry standards bodies and those other partners to design a capability that allows us to authenticate all of those devices. And we worked with those vendors to get the support both in their side and in our platform side so that now Silicon Rivers and trust has been extended to where we protect and we trust those option cards as well. >>So that's when, when what we're talking about with Uncompromising and with with Protect, what we're talking about there is our capabilities around protecting against, for example, supply chain attacks. We have our, our trusted supply chain solution, which allows us to guarantee that our server, when it leaves our factory, what the server is, when it leaves our factory, will be what it is when it arrives at the customer. And if a bad guy does anything in that transition, the transit from our factory to the customer, they'll be able to detect that. So we enable certain capabilities by default capability called server configuration lock, which can ensure that nothing in the server exchange, whether it's firmware, hardware, configurations, swapping out processors, whatever it is, we'll detect if a bad guy did any of that and the customer will know it before they deploy the system. That gets enabled by default. >>We have an intrusion detection technology option when you use by the, the trusted supply chain that is included by default. That lets you know, did anybody open that system up, even if the system's not plugged in, did somebody take the hood off and potentially do something malicious to it? We also enable a capability called U EFI secure Boot, which can go authenticate some of the drivers that are located on the option card itself. Those kind of capabilities. Also ilo high security mode gets enabled by default. So all these things are enabled in the platform to ensure that if it's attacked going from our factory to the customer, it will be detected and the customer won't deploy a system that's been maliciously attacked. So that's got >>It, >>How we protect the customer through those capabilities. >>Outstanding. You mentioned partners, my last question for you, we've got about a minute left, Kevin is bring AMD into the conversation, where do they fit in this >>AMD's an absolutely crucial partner. No one company even HP can do it all themselves. There's a lot of partnerships, there's a lot of synergies working with amd. We've been working with AMD for almost 20 years since we delivered our first AM MD base ProLiant back in 2004 H HP ProLiant, DL 5 85. So we've been working with them a long time. We work with them years ahead of when a processor is announced, we benefit each other. We look at their designs and help them make their designs better. They let us know about their technology so we can take advantage of it in our designs. So they have a lot of security capabilities, like their memory encryption technologies, their a MD secure processor, their secure encrypted virtualization, which is an absolutely unique and breakthrough technology to protect virtual machines and hypervisor environments and protect them from malicious hypervisors. So they have some really great capabilities that they've built into their processor, and we also take advantage of the capabilities they have and ensure those are used in our solutions and in securing the platform. So a really such >>A great, great partnership. Great synergies there. Kevin, thank you so much for joining me on the program, talking about compute security, what HPE is doing to ensure that security is fundamental, that it is unpromised and that your customers are protected end to end. We appreciate your insights, we appreciate your time. >>Thank you very much, Lisa. >>We've just had a great conversation with Kevin Depu. Now I get to talk with David Chang, data center solutions marketing lead at a md. David, welcome to the program. >>Thank, thank you. And thank you for having me. >>So one of the hot topics of conversation that we can't avoid is security. Talk to me about some of the things that AMD is seeing from the customer's perspective, why security is so important for businesses across industries. >>Yeah, sure. Yeah. Security is, is top of mind for, for almost every, every customer I'm talking to right now. You know, there's several key market drivers and, and trends, you know, in, out there today that's really needing a better and innovative solution for, for security, right? So, you know, the high cost of data breaches, for example, will cost enterprises in downtime of, of the data center. And that time is time that you're not making money, right? And potentially even leading to your, to the loss of customer confidence in your, in your cust in your company's offerings. So there's real costs that you, you know, our customers are facing every day not being prepared and not having proper security measures set up in the data center. In fact, according to to one report, over 400 high-tech threats are being introduced every minute. So every day, numerous new threats are popping up and they're just, you know, the, you know, the bad guys are just getting more and more sophisticated. So you have to take, you know, measures today and you have to protect yourself, you know, end to end with solutions like what a AM MD and HPE has to offer. >>Yeah, you talked about some of the costs there. They're exorbitant. I've seen recent figures about the average, you know, cost of data breacher ransomware is, is close to, is over $4 million, the cost of, of brand reputation you brought up. That's a great point because nobody wants to be the next headline and security, I'm sure in your experiences. It's a board level conversation. It's, it's absolutely table stakes for every organization. Let's talk a little bit about some of the specific things now that A M D and HPE E are doing. I know that you have a really solid focus on building security features into the EPIC processors. Talk to me a little bit about that focus and some of the great things that you're doing there. >>Yeah, so, you know, we partner with H P E for a long time now. I think it's almost 20 years that we've been in business together. And, and you know, we, we help, you know, we, we work together design in security features even before the silicons even, you know, even born. So, you know, we have a great relationship with, with, with all our partners, including hpe and you know, HPE has, you know, an end really great end to end security story and AMD fits really well into that. You know, if you kind of think about how security all started, you know, in, in the data center, you, you've had strategies around encryption of the, you know, the data in, in flight, the network security, you know, you know, VPNs and, and, and security on the NS. And, and even on the, on the hard drives, you know, data that's at rest. >>You know, encryption has, you know, security has been sort of part of that strategy for a a long time and really for, you know, for ages, nobody really thought about the, the actual data in use, which is, you know, the, the information that's being passed from the C P U to the, the, the memory and, and even in virtualized environments to the, the, the virtual machines that, that everybody uses now. So, you know, for a long time nobody really thought about that app, you know, that third leg of, of encryption. And so a d comes in and says, Hey, you know, this is things that as, as the bad guys are getting more sophisticated, you, you have to start worrying about that, right? And, you know, for example, you know, you know, think, think people think about memory, you know, being sort of, you know, non-persistent and you know, when after, you know, after a certain time, the, the, you know, the, the data in the memory kind of goes away, right? >>But that's not true anymore because even in in memory data now, you know, there's a lot of memory modules that still can retain data up to 90 minutes even after p power loss. And with something as simple as compressed, compressed air or, or liquid nitrogen, you can actually freeze memory dams now long enough to extract the data from that memory module for up, you know, up, up to two or three hours, right? So lo more than enough time to read valuable data and, and, and even encryption keys off of that memory module. So our, our world's getting more complex and you know, more, the more data out there, the more insatiable need for compute and storage. You know, data management is becoming all, all the more important, you know, to keep all of that going and secure, you know, and, and creating security for those threats. It becomes more and more important. And, and again, especially in virtualized environments where, you know, like hyperconverged infrastructure or vir virtual desktop memories, it's really hard to keep up with all those different attacks, all those different attack surfaces. >>It sounds like what you were just talking about is what AMD has been able to do is identify yet another vulnerability Yes. Another attack surface in memory to be able to, to plug that hole for organizations that didn't, weren't able to do that before. >>Yeah. And, you know, and, and we kind of started out with that belief that security needed to be scalable and, and able to adapt to, to changing environments. So, you know, we, we came up with, you know, the, you know, the, the philosophy or the design philosophy that we're gonna continue to build on those security features generational generations and stay ahead of those evolving attacks. You know, great example is in, in the third gen, you know, epic C P U, that family that we had, we actually created this feature called S E V S N P, which stands for SECURENESS Paging. And it's really all around this, this new attack where, you know, your, the, the, you know, it's basically hypervisor based attacks where people are, you know, the bad actors are writing in to the memory and writing in basically bad data to corrupt the mem, you know, to corrupt the data in the memory. So s e V S and P is, was put in place to help, you know, secure that, you know, before that became a problem. And, you know, you heard in the news just recently that that becoming a more and more, more of a bigger issue. And the great news is that we had that feature built in, you know, before that became a big problem. >>And now you're on the fourth gen, those epic crosses talk of those epic processes. Talk to me a little bit about some of the innovations that are now in fourth gen. >>Yeah, so in fourth gen we actually added, you know, on top of that. So we've, we've got, you know, the sec the, the base of our, our, what we call infinity guard is, is all around the secure boot. The, you know, the, the, the, the secure root of trust that, you know, that we, we work with HPE on the, the strong memory encryption and the S E V, which is the secure encrypted virtualization. And so remember those s s and p, you know, incap capabilities that I talked about earlier. We've actually, in the fourth gen added two x the number of sev v s and P guests for even higher number of confidential VMs to support even more customers than before. Right? We've also added more guest protection from simultaneous multi threading or S M T side channel attacks. And, you know, while it's not officially part of Infinity Guard, we've actually added more APEC acceleration, which greatly benefits the security of those confidential VMs with the larger number of VCPUs, which basically means that you can build larger VMs and still be secured. And then lastly, we actually added even stronger a e s encryption. So we went from 128 bit to 256 bit, which is now military grade encryption on top of that. And, you know, and, and that's really, you know, the de facto crypto cryptography that is used for most of the applications for, you know, customers like the US federal government and, and all, you know, the, is really an essential element for memory security and the H B C applications. And I always say if it's good enough for the US government, it's good enough for you. >>Exactly. Well, it's got to be, talk a little bit about how AMD is doing this together with HPE a little bit about the partnership as we round out our conversation. >>Sure, absolutely. So security is only as strong as the layer below it, right? So, you know, that's why modern security must be built in rather than, than, you know, bolted on or, or, or, you know, added after the fact, right? So HPE and a MD actually developed this layered approach for protecting critical data together, right? Through our leadership and, and security features and innovations, we really deliver a set of hardware based features that, that help decrease potential attack surfaces. With, with that holistic approach that, you know, that safeguards the critical information across system, you know, the, the entire system lifecycle. And we provide the confidence of built-in silicon authentication on the world's most secure industry standard servers. And with a 360 degree approach that brings high availability to critical workloads while helping to defend, you know, against internal and external threats. So things like h hp, root of silicon root of trust with the trusted supply chain, which, you know, obviously AMD's part of that supply chain combined with AMD's Infinity guard technology really helps provide that end-to-end data protection in today's business. >>And that is so critical for businesses in every industry. As you mentioned, the attackers are getting more and more sophisticated, the vulnerabilities are increasing. The ability to have a pa, a partnership like H P E and a MD to deliver that end-to-end data protection is table stakes for businesses. David, thank you so much for joining me on the program, really walking us through what am MD is doing, the the fourth gen epic processors and how you're working together with HPE to really enable security to be successfully accomplished by businesses across industries. We appreciate your insights. >>Well, thank you again for having me, and we appreciate the partnership with hpe. >>Well, you wanna thank you for watching our special program HPE Compute Security. I do have a call to action for you. Go ahead and visit hpe com slash security slash compute. Thanks for watching.
SUMMARY :
Kevin, it's great to have you back on the program. One of the topics that we're gonna unpack in this segment is, is all about cybersecurity. And like you said, the numbers are staggering. Anything that you can share with us that's eye-opening, more eye-opening than some of the stats we already shared? So the real change is, it's accelerating even faster because it's becoming We do know that security, you know, we've talked about it for so long as a, as a a C-suite Yeah, at the highest level it's simply that security is incredibly important to them. And by the way, we only have limited bandwidth, So we try to think like them so that we can protect our customers. our reliance servers that we do ourselves that many others don't do themselves. and you just did a great job of talking about this, that fundamental security approach, of code, not a single bit has been changed by a bad guy, even if the bad guy has the ability to automatically recover if we detect something has been compromised, And one of the ways we do that is through an extension of our Silicon Root of trust with a capability ensure that nothing in the server exchange, whether it's firmware, hardware, configurations, That lets you know, into the conversation, where do they fit in this and in securing the platform. Kevin, thank you so much for joining me on the program, Now I get to talk with David Chang, And thank you for having me. So one of the hot topics of conversation that we can't avoid is security. numerous new threats are popping up and they're just, you know, the, you know, the cost of, of brand reputation you brought up. know, the data in, in flight, the network security, you know, you know, that app, you know, that third leg of, of encryption. the data from that memory module for up, you know, up, up to two or three hours, It sounds like what you were just talking about is what AMD has been able to do is identify yet another in the third gen, you know, epic C P U, that family that we had, Talk to me a little bit about some of the innovations Yeah, so in fourth gen we actually added, you know, Well, it's got to be, talk a little bit about how AMD is with that holistic approach that, you know, that safeguards the David, thank you so much for joining me on the program, Well, you wanna thank you for watching our special program HPE Compute Security.
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Nikesh Arora, Palo Alto Networks | Palo Alto Networks Ignite22
Upbeat music plays >> Voice Over: TheCUBE presents Ignite 22, brought to you by Palo Alto Networks. >> Good morning everyone. Welcome to theCUBE. Lisa Martin here with Dave Vellante. We are live at Palo Alto Networks Ignite. This is the 10th annual Ignite. There's about 3,000 people here, excited to really see where this powerhouse organization is taking security. Dave, it's great to be here. Our first time covering Ignite. People are ready to be back. They.. and security is top. It's a board level conversation. >> It is the other Ignite, I like to call it cuz of course there's another big company has a conference name Ignite, so I'm really excited to be here. Palo Alto Networks, a company we've covered for a number of years, as we just wrote in our recent breaking analysis, we've called them the gold standard but it's not just our opinion, we've backed it up with data. The company's on track. We think to do close to 7 billion in revenue by 2023. That's double it's 2020 revenue. You can measure it with execution, market cap M and A prowess. I'm super excited to have the CEO here. >> We have the CEO here, Nikesh Arora joins us from Palo Alto Networks. Nikesh, great to have you on theCube. Thank you for joining us. >> Well thank you very much for having me Lisa and Dave >> Lisa: It was great to see your keynote this morning. You said that, you know fundamentally security is a data problem. Well these days every company has to be a data company. Grocery stores, gas stations, car dealers. How is Palo Alto networks making customers, these data companies, more secure? >> Well Lisa, you know, (coughs) I've only done cybersecurity for about four, four and a half years so when I came to the industry I was amazed to see how security is so reactive as opposed to proactive. We should be able to stop bad threats, right? as they're happening. But I think a lot of threats get through because we don't have the right infrastructure and the right tooling and right products in there. So I think we've been working hard for the last four and a half years to turn it around so we can have consistent data flow across an enterprise and then mine that data for threats and anomalous behavior and try and protect our customers. >> You know the problem, I wrote this, this weekend, the problem in cybersecurity is well understood, you put up that Optiv graph and it's like 8,000 companies >> Yes >> and I think you mentioned your keynote on average, you know 30 to 40 tools, maybe 50, at least 20, >> Yes. >> from the folks that I talked to. So, okay, great, but actually solving that problem is not trivial. To be a consolidator, I mean, everybody wants to consolidate tools. So in your three to four years and security as you well know, it's, you can't fake security. It's a really, really challenging topic. So when you joined Palo Alto Networks and you heard that strategy, I know you guys have been thinking about this for some time, what did you see as the challenges to actually executing on that and how is it that you've been able to sort of get through that knot hole. >> So Dave, you know, it's interesting if you look at the history of cybersecurity, I call them the flavor of the decade, a flare, you know a new threat vector gets created, very large market gets created, a solution comes through, people flock, you get four or five companies will chase that opportunity, and then they become leaders in that space whether it's firewalls or endpoints or identity. And then people stick to their swim lane. The problem is that's a very product centric approach to security. It's not a customer-centric approach. The customer wants a more secure enterprise. They don't want to solve 20 different solutions.. problems with 20 different point solutions. But that's kind of how the industry's grown up, and it's been impossible for a large security company in one category, to actually have a substantive presence in the next category. Now what we've been able to do in the last four and a half years is, you know, from our firewall base we had resources, we had intellectual capability from a security perspective and we had cash. So we used that to pay off our technical debt. We acquired a bunch of companies, we created capability. In the last three years, four years we've created three incremental businesses which are all on track to hit a billion dollars the next 12 to 18 months. >> Yeah, so it's interesting on Twitter last night we had a little conversation about acquirers and who was a good, who was not so good. It was, there was Oracle, they came up actually very high, they'd done pretty, pretty good Job, VMware was on the list, IBM, Cisco, ServiceNow. And if you look at IBM and Cisco's strategy, they tend to be very services heavy, >> Mm >> right? How is it that you have been able to, you mentioned get rid of your technical debt, you invested in that. I wonder if you could, was it the, the Cloud, even though a lot of the Cloud was your own Cloud, was that a difference in terms of your ability to integrate? Because so many companies have tried it in the past. Oracle I think has done a good job, but it took 'em 10 to 12 years, you know, to, to get there. What was the sort of secret sauce? Is it culture, is it just great engineering? >> Dave it's a.. thank you for that. I think, look, it's, it's a mix of everything. First and foremost, you know, there are certain categories we didn't play in so there was nothing to integrate. We built a capability in a category in automation. We didn't have a product, we acquired a company. It's a net new capability in instant response. We didn't have a capability. It was net new capability. So there was, there was, other than integrating culturally and into the organization into our core to market processes there was no technical integration needed. Most of our technical integration was needed in our Cloud platform, which we bought five or six companies, we integrated then we just bought one recently called cyber security as well, which is going to get integrated in the Cloud platform. >> Dave: Yeah. >> And the thing is like, the Cloud platform is net new in the industry. We.. nobody's created a Cloud security platform yet, so we're working hard to create it because we don't want to replicate the mistakes of the past, that were made in enterprise security, in Cloud security. So it's a combination of cultural integration it's a combination of technical integration. The two things we do differently I think, than most people in the industry is look, we have no pride of, you know of innovations. Like, if somebody else has done it, we respect it and we'll acquire it, but we always want to acquire number one or number two in their category. I don't want number three or four. There's three or four for a reason and there still leaves one or two out there to compete with. So we've always acquired one or two, one. And the second thing, which is as important is most of these companies are in the early stage of development. So it's very important for the founding team to be around. So we spend a lot of time making sure they stick around. We actually make our people work for them. My principle is, listen, if they beat us in the open market with all our resources and our people, then they deserve to run this as opposed to us. So most of our new product categories are run by founders of companies required. >> So a little bit of Jack Welch, a little bit of Franks Lubens is a, you know always deference to the founders. But go ahead Lisa. >> Speaking of cultural transformation, you were mentioning your keynote this morning, there's been a significant workforce transformation at Palo Alto Networks. >> Yeah >> Talk a little bit about that, cause that's a big challenge, for many organizations to achieve. Sounds like you've done it pretty well. >> Well you know, my old boss, Eric Schmidt, used to say, 'revenue solves all known problems'. Which kind of, you know, it is a part joking, part true, but you know as Dave mentioned, we've doubled or two and a half time the revenues in the last four and a half years. That allows you to grow, that allows you to increase headcount. So we've gone from four and a half thousand people to 14,000 people. Good news is that's 9,500 people are net new to the company. So you can hire a whole new set of people who have new skills, new capabilities and there's some attrition four and a half thousand, some part of that turns over in four and a half years, so we effectively have 80% net new people, and the people we have, who are there from before, are amazing because they've built a phenomenal firewall business. So it's kind of been right sized across the board. It's very hard to do this if you're not growing. So you got to focus on growing. >> Dave: It's like winning in sports. So speaking of firewalls, I got to ask you does self-driving cars need brakes? So if I got a shout out to my friend Zeus Cararvela so like that's his line about why you need firewalls, right? >> Nikesh: Yes. >> I mean you mentioned it in your keynote today. You said it's the number one question that you get. >> and I don't get it why P industry observers don't go back and say that's, this is ridiculous. The network traffic is doubling or tripling. (clears throat) In fact, I gave an interesting example. We shut down our data centers, as I said, we are all on Google Cloud and Amazon Cloud and then, you know our internal team comes in, we'd want a bigger firewall. I'm like, why do you want a bigger firewall? We shut down our data centers as well. The traffic coming in and out of our campus is doubled. We need a bigger firewall. So you still need a firewall even if you're in the Cloud. >> So I'm going to come back to >> Nikesh: (coughs) >> the M and A strategy. My question is, can you be both best of breed and develop a comprehensive suite number.. part one and part one A of that is do you even have to, because generally sweets win out over best of breed. But what, how do you, how do you respond? >> Well, you know, this is this age old debate and people get trapped in that, I think in my mind, and let me try and expand the analogy which I tried to do up in my keynote. You know, let's assume that Oracle, Microsoft, Dynamics and Salesforce did not exist, okay? And you were running a large company of 50,000 people and your job was to manage the customer process which easier to understand than security. And I said, okay, guess what? I have a quoting system and a lead system but the lead system doesn't talk to my coding system. So I get leads, but I don't know who those customers. And I write codes for a whole new set of customers and I have a customer database. Then when they come as purchase orders, I have a new database with all the customers who've bought something from me, and then when I go get them licensing I have a new database and when I go have customer support, I have a fifth database and there are customers in all five databases. You'll say Nikesh you're crazy, you should have one customer database, otherwise you're never going to be able to make this work. But security is the same problem. >> Dave: Mm I should.. I need consistency in data from suit to nuts. If it's in Cloud, if you're writing code, I need to understand the security flaws before they go into deployment, before they go into production. We for somehow ridiculously have bought security like IT. Now the difference between IT and security is, IT is required to talk to each other, so a Dell server and HP server work very similarly but a Palo Alto firewall and a Checkpoint firewall Fortnight firewall work formally differently. And then how that transitions into endpoints is a whole different ball game. So you need consistency in data, as Lisa was saying earlier, it's a data problem. You need consistency as you traverse to the enterprise. And that's why that's the number one need. Now, when you say best of breed, (coughs) best of breed, if it's fine, if it's a specific problem that you're trying to solve. But if you're trying to make sure that's the data flow that happens, you need both best of breed, you know, technology that stops things and need integration on data. So what we are trying to do is we're trying to give people best to breed solutions in the categories they want because otherwise they won't buy us. But we're also trying to make sure we stitch the data. >> But that definition of best of breed is a little bit of nuance than different in security is what I'm hearing because that consistency >> Nikesh: (coughs) Yes, >> across products. What about across Cloud? You mentioned Google and Amazon. >> Yeah so that's great question. >> Dave: Are you building the security super Cloud, I call it, above the Cloud? >> It's, it's not, it's, less so a super Cloud, It's more like Switzerland and I used to work at Google for 10 years, not a secret. And we used to sell advertising and we decided to go into pub into display ads or publishing, right. Now we had no publishing platform so we had to be good at everybody else's publishing platform >> Dave: Mm >> but we never were able to search ads for everybody else because we only focus on our own platform. So part of it is when the Cloud guys they're busy solving security for their Cloud. Google is not doing anything about Amazon Cloud or Microsoft Cloud, Microsoft's Azure, right? AWS is not doing anything about Google Cloud or Azure. So what we do is we don't have a Cloud. Our job in providing Cloud securities, be Switzerland make sure it works consistently across every Cloud. Now if you try to replicate what we offer Prisma Cloud, by using AWS, Azure and GCP, you'd have to first of all, have three panes of glass for all three of them. But even within them they have four panes of glass for the capabilities we offer. So you could end up with 12 different interfaces to manage a development process, we give you one. Now you tell me which is better. >> Dave: Sounds like a super Cloud to me Lisa (laughing) >> He's big on super Cloud >> Uber Cloud, there you >> Hey I like that, Uber Cloud. Well, so I want to understand Nikesh, what's realistic. You mentioned in your keynote Dave, brought it up that the average organization has 30 to 50 tools, security tools. >> Nikesh: Yes, yes >> On their network. What is realistic for from a consolidation perspective where Palo Alto can come in and say, let me make this consistent and simple for you. >> Well, I'll give you your own example, right? (clears throat) We're probably sub 10 substantively, right? There may be small things here and there we do. But on a substantive protecting the enterprise perspective you be should be down to eight or 10 vendors, and that is not perfect but it's a lot better than 50, >> Lisa: Right? >> because don't forget 50 tools means you have to have capability to understand what those 50 tools are doing. You have to have the capability to upgrade them on a constant basis, learn about their new capabilities. And I just can't imagine why customers have two sets of firewalls right. Now you got to learn both the files on how to deploy both them. That's silly because that's why we need 7 million more people. You need people to understand, so all these tools, who work for companies. If you had less tools, we need less people. >> Do you think, you know I wrote about this as well, that the security industry is anomalous and that the leader has, you know, single digit, low single digit >> Yes >> market shares. Do you think that you can change that? >> Well, you know, when I started that was exactly the observation I had Dave, which you highlighted in your article. We were the largest by revenue, by small margin. And we were one and half percent of the industry. Now we're closer to three, three to four percent and we're still at, you know, like you said, going to be around $7 billion. So I see a path for us to double from here and then double from there, and hopefully as we keep doubling and some point in time, you know, I'd like to get to double digits to start with. >> One of the things that I think has to happen is this has to grow dramatically, the ecosystem. I wonder if you could talk about the ecosystem and your strategy there. >> Well, you know, it's a matter of perspective. I think we have to get more penetrated in our largest customers. So we have, you know, 1800 of the top 2000 customers in the world are Palo Alto customers. But we're not fully penetrated with all our capabilities and the same customers set, so yes the ecosystem needs to grow, but the pandemic has taught us the ecosystem can grow wherever they are without having to come to Vegas. Which I don't think is a bad thing to be honest. So the ecosystem is growing. You are seeing new players come to the ecosystem. Five years ago you didn't see a lot of systems integrators and security. You didn't see security offshoots of telecom companies. You didn't see the Optivs, the WWTs, the (indistinct) of the world (coughs) make a concerted shift towards consolidation or services and all that is happening >> Dave: Mm >> as we speak today in the audience you will find people from Google, Amazon Microsoft are sitting in the audience. People from telecom companies are sitting in the audience. These people weren't there five years ago. So you are seeing >> Dave: Mm >> the ecosystem's adapting. They're, they want to be front and center of solving the customer's problem around security and they want to consolidate capability, they need. They don't want to go work with a hundred vendors because you know, it's like, it's hard. >> And the global system integrators are key. I always say they like to eat at the trough and there's a lot of money in security. >> Yes. >> Dave: (laughs) >> Well speaking of the ecosystem, you had Thomas Curry and Google Cloud CEO in your fireside chat in the keynote. Talk a little bit about how Google Cloud plus Palo Alto Networks, the Zero Trust Partnership and what it's enable customers to achieve. >> Lisa, that's a great question. (clears his throat) Thank you for bringing it up. Look, you know the, one of the most fundamental shifts that is happening is obviously the shift to the Cloud. Now when that shift fully, sort of, takes shape you will realize if your network has changed and you're delivering everything to the Cloud you need to go figure out how to bring the traffic to the Cloud. You don't have to bring it back to your data center you can bring it straight to the Cloud. So in that context, you know we use Google Cloud and Amazon Cloud, to be able to carry our traffic. We're going from a product company to a services company in addition, right? Cuz when we go from firewalls to SASE we're not carrying your traffic. When we carry our traffic, we need to make sure we have underlying capability which is world class. We think GCP and AWS and Azure run some of the biggest and best networks in the world. So our partnership with Google is such that we use their public Cloud, we sit on top of their Cloud, they give us increased enhanced functionality so that our customers SASE traffic gets delivered in priority anywhere in the world. They give us tooling to make sure that there's high reliability. So you know, we partner, they have Beyond Corp which is their version of Zero Trust which allows you to take unmanaged devices with browsers. We have SASE, which allows you to have managed devices. So the combination gives our collective customers the ability for Zero Trust. >> Do you feel like there has to be more collaboration within the ecosystem, the security, you know, landscape even amongst competitors? I mean I think about Google acquires Mandiant. You guys have Unit 42. Should and will, like, Wendy Whitmore and maybe they already are, Kevin Mandia talk more and share more data. If security's a data problem is all this data >> Nikesh: Yeah look I think the industry shares threat data, both in private organizations as well as public and private context, so that's not a problem. You know the challenge with too much collaboration in security is you never know. Like you know, the moment you start sharing your stuff at third parties, you go out of Secure Zone. >> Lisa: Mm >> Our biggest challenge is, you know, I can't trust a third party competitor partner product. I have to treat it with as much suspicion as anything else out there because the only way I can deliver Zero Trust is to not trust anything. So collaboration in Zero Trust are a bit of odds with each other. >> Sounds like another problem you can solve >> (laughs) >> Nikesh last question for you. >> Yes >> Favorite customer or example that you think really articulates the value of what Palo Alto was delivering? >> Look you know, it's a great question, Lisa. I had this seminal conversation with a customer and I explained all those things we were talking about and the customer said to me, great, okay so what do I need to do? I said, fun, you got to trust me because you know, we are on a journey, because in the past, customers have had to take the onus on themselves of integrating everything because they weren't sure a small startup will be independent, be bought by another cybersecurity company or a large cybersecurity company won't get gobbled up and split into pieces by private equity because every one of the cybersecurity companies have had a shelf life. So you know, our aspiration is to be the evergreen cybersecurity company. We will always be around and we will always tackle innovation and be on the front line. So the customer understood what we're doing. Over the last three years we've been working on a transformation journey with them. We're trying to bring them, or we have brought them along the path of Zero Trust and we're trying to work with them to deliver this notion of reducing their meantime to remediate from days to minutes. Now that's an outcome based approach that's a partnership based approach and we'd like, love to have more and more customers of that kind. I think we weren't ready to be honest as a company four and a half years ago, but I think today we're ready. Hence my keynote was called The Perfect Storm. I think we're at the right time in the industry with the right capabilities and the right ecosystem to be able to deliver what the industry needs. >> The perfect storm, partners, customers, investors, employees. Nikesh, it's been such a pleasure having you on theCUBE. Thank you for coming to talk to Dave and me right after your keynote. We appreciate that and we look forward to two days of great coverage from your executives, your customers, and your partners. Thank you. >> Well, thank you for having me, Lisa and Dave and thank you >> Dave: Pleasure >> for what you guys do for our industry. >> Our pleasure. For Nikesh Arora and Dave Vellante, I'm Lisa Martin, you're watching theCUBE live at MGM Grand Hotel in Las Vegas, Palo Alto Ignite 22. Stick around Dave and I will be joined by our next guest in just a minute. (cheerful music plays out)
SUMMARY :
brought to you by Palo Alto Networks. Dave, it's great to be here. I like to call it cuz Nikesh, great to have you on theCube. You said that, you know and the right tooling and and you heard that strategy, So Dave, you know, it's interesting And if you look at IBM How is it that you have been able to, First and foremost, you know, of, you know of innovations. Lubens is a, you know you were mentioning your for many organizations to achieve. and the people we have, So speaking of firewalls, I got to ask you I mean you mentioned and then, you know our that is do you even have to, Well, you know, this So you need consistency in data, and Amazon. so that's great question. and we decided to go process, we give you one. that the average organization and simple for you. Well, I'll give you You have to have the Do you think that you can change that? and some point in time, you know, I wonder if you could So we have, you know, 1800 in the audience you will find because you know, it's like, it's hard. And the global system and Google Cloud CEO in your So in that context, you security, you know, landscape Like you know, the moment I have to treat it with as much suspicion for you. and the customer said to me, great, okay Thank you for coming Arora and Dave Vellante,
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