Image Title

Search Results for Hybrid CloudEngineering:

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)

Published Date : Feb 6 2023

SUMMARY :

for the Hybrid World." And Gen11 for the HPE has So, you know, how do we do this stuff And on the Intel side, you guys in the way that we develop and how you guys see this happening and lot of it has to do with the fact that Gen11's a really big part of the story. that you would see out there. And then Finish your thought. and that ability to that to me, you know, I heard you guys say out of the box, you know, and manifests of the is that you mentioned this idea is that you want your is that tight, you know, that HP is jointly working with you on and as the programmer intended, impacting Gen11 on the HPE side. and the more control and trust and battle the threats. you know, it's not the first time, is the global server security for the Hybrid World."

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
IndiaLOCATION

0.99+

John FurrierPERSON

0.99+

NISTORGANIZATION

0.99+

ISOORGANIZATION

0.99+

MikePERSON

0.99+

TaiwanLOCATION

0.99+

JohnPERSON

0.99+

ColePERSON

0.99+

Transported Asset Protection AllianceORGANIZATION

0.99+

HPORGANIZATION

0.99+

HPEORGANIZATION

0.99+

93%QUANTITY

0.99+

2021DATE

0.99+

Mike Ferron-JonesPERSON

0.99+

IntelORGANIZATION

0.99+

Cole HumphreysPERSON

0.99+

TAPAORGANIZATION

0.99+

Gen11ORGANIZATION

0.99+

todayDATE

0.98+

first timeQUANTITY

0.98+

14,000QUANTITY

0.98+

oneQUANTITY

0.98+

HumphreysPERSON

0.98+

each partyQUANTITY

0.98+

earthLOCATION

0.97+

Gen11COMMERCIAL_ITEM

0.97+

AmericasLOCATION

0.97+

Gen11sCOMMERCIAL_ITEM

0.96+

Securing Compute, Engineered for the Hybrid WorldTITLE

0.96+

XeonCOMMERCIAL_ITEM

0.94+

4th Gen Xeon Scalable processorCOMMERCIAL_ITEM

0.94+

eachQUANTITY

0.93+

4th Gen XeonCOMMERCIAL_ITEM

0.92+

Ferron-JonesPERSON

0.91+

Sapphire RapidsCOMMERCIAL_ITEM

0.91+

first electronQUANTITY

0.9+

two great companiesQUANTITY

0.89+

decadesQUANTITY

0.86+

three areasQUANTITY

0.85+

Gen11EVENT

0.84+

ILOORGANIZATION

0.83+

Control-Flow Enforcement TechnologyOTHER

0.82+

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)

Published Date : Jan 10 2023

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.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
KristaPERSON

0.99+

Lisa SpelmanPERSON

0.99+

John FurrierPERSON

0.99+

LisaPERSON

0.99+

JohnPERSON

0.99+

HPEORGANIZATION

0.99+

Krista SatterthwaitePERSON

0.99+

IntelORGANIZATION

0.99+

tomorrowDATE

0.99+

NovemberDATE

0.99+

10XQUANTITY

0.99+

DL360COMMERCIAL_ITEM

0.99+

FirstQUANTITY

0.99+

todayDATE

0.99+

DL 380 Gen11COMMERCIAL_ITEM

0.99+

ProLiant Gen11COMMERCIAL_ITEM

0.99+

bothQUANTITY

0.98+

first iterationQUANTITY

0.98+

ML350COMMERCIAL_ITEM

0.98+

firstQUANTITY

0.98+

XeonCOMMERCIAL_ITEM

0.98+

theCUBEORGANIZATION

0.97+

ProLiant Gen11sCOMMERCIAL_ITEM

0.97+

first episodeQUANTITY

0.97+

HPE Mainstream ComputeORGANIZATION

0.97+

thecube.netOTHER

0.97+

two serversQUANTITY

0.97+

4th GenQUANTITY

0.96+

EdgeORGANIZATION

0.96+

Intel Xeon ProductsORGANIZATION

0.96+

hpe.comOTHER

0.95+

oneQUANTITY

0.95+

4th Gen.QUANTITY

0.95+

HPE GreenLakeORGANIZATION

0.93+

Gen10COMMERCIAL_ITEM

0.93+

two new serversQUANTITY

0.92+

up to 70 wattQUANTITY

0.92+

one thingQUANTITY

0.91+

HPE ProLiant Gen11COMMERCIAL_ITEM

0.91+

one councilQUANTITY

0.91+

HPE ProLiant NextGenCOMMERCIAL_ITEM

0.89+

first oneQUANTITY

0.87+

CrayORGANIZATION

0.86+

Gen11 ProLiantCOMMERCIAL_ITEM

0.85+

EdgeTITLE

0.83+

three different design principlesQUANTITY

0.83+

HP GreenLakeORGANIZATION

0.82+

Number twoQUANTITY

0.81+

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)

Published Date : Dec 27 2022

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"

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
KoichiroPERSON

0.99+

Koichiro NakajimaPERSON

0.99+

JohnPERSON

0.99+

John FurrierPERSON

0.99+

Chinmay AshokPERSON

0.99+

hundredsQUANTITY

0.99+

iLO 6COMMERCIAL_ITEM

0.99+

HPORGANIZATION

0.99+

IntelORGANIZATION

0.99+

HPEORGANIZATION

0.99+

27,000 serversQUANTITY

0.99+

9,000 locationsQUANTITY

0.99+

OneQUANTITY

0.99+

eachQUANTITY

0.99+

COVID-19OTHER

0.99+

two optionsQUANTITY

0.99+

bothQUANTITY

0.99+

iLO6COMMERCIAL_ITEM

0.99+

ChinmayPERSON

0.99+

BMCORGANIZATION

0.98+

two aspectsQUANTITY

0.98+

COVID-19 pandemicEVENT

0.97+

iLOTITLE

0.97+

single pointQUANTITY

0.96+

IEEE 802.1AROTHER

0.96+

Gen11COMMERCIAL_ITEM

0.96+

PCI Gen 5OTHER

0.96+

oneQUANTITY

0.96+

TodayDATE

0.96+

4th Generation XeonCOMMERCIAL_ITEM

0.95+

todayDATE

0.95+

PCI Gen5OTHER

0.95+

single serverQUANTITY

0.94+

HPE ProLiant Gen11COMMERCIAL_ITEM

0.94+

Gen11 ProLiantCOMMERCIAL_ITEM

0.93+

4th Gen XeonCOMMERCIAL_ITEM

0.91+

NexGenCOMMERCIAL_ITEM

0.91+

$10.5 trillion per yearQUANTITY

0.9+

XeonCOMMERCIAL_ITEM

0.89+

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)

Published Date : Dec 27 2022

SUMMARY :

and here to talk about the Thanks for having us. of the new Intel fourth of the server market, continued to innovate with Zion. from the data center to the edge. engineered for the hybrid world? and in the public cloud. and get into the ProLiant Gen 11 servers. on the fourth gen Zion scalable processor and you know, adapting I love the focus solutions decisions for the customers. and low power, by the the performance improvement into the the gen 11 servers. the performance you need now, This is really the one of With the fourth gen Intel with the Intel Zion fourth gen, you know A lot more discuss with you guys and the ProLiant gen 11. Intel offers the most Can you tell us about the security from the factory to the cloud. and the efficiency that customers need on the series here on this segment. allowing for the flexibility, and the ProLiant Gen 11. Thanks for having us. I'm John Furrier with

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JohnPERSON

0.99+

Lisa MartinPERSON

0.99+

Ed MacoskyPERSON

0.99+

Darren AnthonyPERSON

0.99+

Yaron HavivPERSON

0.99+

Mandy DollyPERSON

0.99+

Mandy DhaliwalPERSON

0.99+

David RichardsPERSON

0.99+

Suzi JewettPERSON

0.99+

AmazonORGANIZATION

0.99+

AWSORGANIZATION

0.99+

John FurrierPERSON

0.99+

HPORGANIZATION

0.99+

twoQUANTITY

0.99+

2.9 timesQUANTITY

0.99+

DarrenPERSON

0.99+

GoogleORGANIZATION

0.99+

SuziPERSON

0.99+

Silicon Angle MediaORGANIZATION

0.99+

RenDiscoORGANIZATION

0.99+

2009DATE

0.99+

Suzie JewittPERSON

0.99+

HPEORGANIZATION

0.99+

2022DATE

0.99+

YahooORGANIZATION

0.99+

LisaPERSON

0.99+

2008DATE

0.99+

AKSORGANIZATION

0.99+

Las VegasLOCATION

0.99+

500 terabytesQUANTITY

0.99+

60%QUANTITY

0.99+

2021DATE

0.99+

HadoopTITLE

0.99+

1,000 cameraQUANTITY

0.99+

oneQUANTITY

0.99+

18,000 customersQUANTITY

0.99+

fiveQUANTITY

0.99+

AmsterdamLOCATION

0.99+

2030DATE

0.99+

OneQUANTITY

0.99+

HIPAATITLE

0.99+

tomorrowDATE

0.99+

2026DATE

0.99+

YaronPERSON

0.99+

two daysQUANTITY

0.99+

EuropeLOCATION

0.99+

FirstQUANTITY

0.99+

todayDATE

0.99+

TelcoORGANIZATION

0.99+

bothQUANTITY

0.99+

threeQUANTITY

0.99+

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)

Published Date : Dec 27 2022

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.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Jordan PlumPERSON

0.99+

GaryPERSON

0.99+

JohnPERSON

0.99+

NvidiaORGANIZATION

0.99+

Gary WangPERSON

0.99+

BradleyPERSON

0.99+

HPEORGANIZATION

0.99+

John FurrierPERSON

0.99+

16 timesQUANTITY

0.99+

5%QUANTITY

0.99+

JordanPERSON

0.99+

ArtisightORGANIZATION

0.99+

DL 360COMMERCIAL_ITEM

0.99+

IntelORGANIZATION

0.99+

three expertsQUANTITY

0.99+

DL 380COMMERCIAL_ITEM

0.99+

HPORGANIZATION

0.99+

Compute Engineered for your Hybrid WorldTITLE

0.98+

FirstQUANTITY

0.98+

Bradley SweeneyPERSON

0.98+

over 400 deep learningQUANTITY

0.97+

intelORGANIZATION

0.97+

theCUBEORGANIZATION

0.96+

Gen 11 DL 380COMMERCIAL_ITEM

0.95+

XeonCOMMERCIAL_ITEM

0.95+

TodayDATE

0.95+

fourth genQUANTITY

0.92+

GitHubORGANIZATION

0.91+

380 Gen 11COMMERCIAL_ITEM

0.9+

about 55 or moreQUANTITY

0.89+

four gen XeonCOMMERCIAL_ITEM

0.88+

Big DataORGANIZATION

0.88+

Gen 11COMMERCIAL_ITEM

0.87+

five slotsQUANTITY

0.86+

ProliantCOMMERCIAL_ITEM

0.84+

GreenLakeORGANIZATION

0.75+

Compute Engineered for your HybridTITLE

0.7+

EzmeralORGANIZATION

0.68+

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.

Published Date : Dec 27 2022

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.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Denis KondakovPERSON

0.99+

CynthiaPERSON

0.99+

DennisPERSON

0.99+

Denis KonikoffPERSON

0.99+

Alan ChuPERSON

0.99+

Cynthia SustivaPERSON

0.99+

AlanPERSON

0.99+

John FurrierPERSON

0.99+

Cynthia SistiaPERSON

0.99+

JohnPERSON

0.99+

HPEORGANIZATION

0.99+

2XQUANTITY

0.99+

HPORGANIZATION

0.99+

10XQUANTITY

0.99+

60 coresQUANTITY

0.99+

IntelORGANIZATION

0.99+

one unitQUANTITY

0.99+

each laneQUANTITY

0.99+

bothQUANTITY

0.99+

ProLiant Gen 11COMMERCIAL_ITEM

0.99+

eachQUANTITY

0.99+

ML350COMMERCIAL_ITEM

0.99+

S&BORGANIZATION

0.99+

DL320 Gen 11COMMERCIAL_ITEM

0.98+

HPDO 320 Gen 11COMMERCIAL_ITEM

0.98+

ML350 Gen 11COMMERCIAL_ITEM

0.98+

todayDATE

0.98+

ProLiant ML350COMMERCIAL_ITEM

0.97+

twoQUANTITY

0.97+

ProLiant Gen 11COMMERCIAL_ITEM

0.97+

DL 320 Gen 11COMMERCIAL_ITEM

0.97+

ProLiant DL320 Gen 11COMMERCIAL_ITEM

0.97+

singleQUANTITY

0.97+

ProLiant ML350 Gen 11COMMERCIAL_ITEM

0.96+

IntelsORGANIZATION

0.96+

DL320COMMERCIAL_ITEM

0.96+

ProLiant DL321 Gen 11COMMERCIAL_ITEM

0.96+

ProLiant TL320 Gen 11COMMERCIAL_ITEM

0.96+

two processorsQUANTITY

0.96+

ZionCOMMERCIAL_ITEM

0.95+

HPE ProLiant ML 350 Gen 11COMMERCIAL_ITEM

0.95+

ZionTITLE

0.94+

Subbu Iyer


 

>> And it'll be the fastest 15 minutes of your day from there. >> In three- >> We go Lisa. >> Wait. >> Yes >> Wait, wait, wait. I'm sorry I didn't pin the right speed. >> Yap, no, no rush. >> There we go. >> The beauty of not being live. >> I think, in the background. >> Fantastic, you all ready to go there, Lisa? >> Yeah. >> We are speeding around the horn and we are coming to you in five, four, three, two. >> Hey everyone, welcome to theCUBE's coverage of AWS re:Invent 2022. Lisa Martin here with you with Subbu Iyer one of our alumni who's now the CEO of Aerospike. Subbu, great to have you on the program. Thank you for joining us. >> Great as always to be on theCUBE Lisa, good to meet you. >> So, you know, every company these days has got to be a data company, whether it's a retailer, a manufacturer, a grocer, a automotive company. But for a lot of companies, data is underutilized yet a huge asset that is value added. Why do you think companies are struggling so much to make data a value added asset? >> Well, you know, we see this across the board. When I talk to customers and prospects there is a desire from the business and from IT actually to leverage data to really fuel newer applications, newer services newer business lines if you will, for companies. I think the struggle is one, I think one the, the plethora of data that is created. Surveys say that over the next three years data is going to be you know by 2025 around 175 zettabytes, right? A hundred and zettabytes of data is going to be created. And that's really a growth of north of 30% year over year. But the more important and the interesting thing is the real time component of that data is actually growing at, you know 35% CAGR. And what enterprises desire is decisions that are made in real time or near real time. And a lot of the challenges that do exist today is that either the infrastructure that enterprises have in place was never built to actually manipulate data in real time. The second is really the ability to actually put something in place which can handle spikes yet be cost efficient to fuel. So you can build for really peak loads, but then it's very expensive to operate that particular service at normal loads. So how do you build something which actually works for you for both users, so to speak. And the last point that we see out there is even if you're able to, you know bring all that data you don't have the processing capability to run through that data. So as a result, most enterprises struggle with one capturing the data, making decisions from it in real time and really operating it at the cost point that they need to operate it at. >> You know, you bring up a great point with respect to real time data access. And I think one of the things that we've learned the last couple of years is that access to real time data it's not a nice to have anymore. It's business critical for organizations in any industry. Talk about that as one of the challenges that organizations are facing. >> Yeah, when we started Aerospike, right? When the company started, it started with the premise that data is going to grow, number one exponentially. Two, when applications open up to the internet there's going to be a flood of users and demands on those applications. And that was true primarily when we started the company in the ad tech vertical. So ad tech was the first vertical where there was a lot of data both on the supply set and the demand side from an inventory of ads that were available. And on the other hand, they had like microseconds or milliseconds in which they could make a decision on which ad to put in front of you and I so that we would click or engage with that particular ad. But over the last three to five years what we've seen is as digitization has actually permeated every industry out there the need to harness data in real time is pretty much present in every industry. Whether that's retail, whether that's financial services telecommunications, e-commerce, gaming and entertainment. Every industry has a desire. One, the innovative companies, the small companies rather are innovating at a pace and standing up new businesses to compete with the larger companies in each of these verticals. And the larger companies don't want to be left behind. So they're standing up their own competing services or getting into new lines of business that really harness and are driven by real time data. So this compelling pressures, one, you know customer experience is paramount and we as customers expect answers in you know an instant, in real time. And on the other hand, the way they make decisions is based on a large data set because you know larger data sets actually propel better decisions. So there's competing pressures here which essentially drive the need one from a business perspective, two from a customer perspective to harness all of this data in real time. So that's what's driving an incessant need to actually make decisions in real or near real time. >> You know, I think one of the things that's been in short supply over the last couple of years is patience. We do expect as consumers whether we're in our business lives our personal lives that we're going to be getting be given information and data that's relevant it's personal to help us make those real time decisions. So having access to real time data is really business critical for organizations across any industries. Talk about some of the main capabilities that modern data applications and data platforms need to have. What are some of the key capabilities of a modern data platform that need to be delivered to meet demanding customer expectations? >> So, you know, going back to your initial question Lisa around why is data really a high value but underutilized or under-leveraged asset? One of the reasons we see is a lot of the data platforms that, you know, some of these applications were built on have been then around for a decade plus. And they were never built for the needs of today, which is really driving a lot of data and driving insight in real time from a lot of data. So there are four major capabilities that we see that are essential ingredients of any modern data platform. One is really the ability to, you know, operate at unlimited scale. So what we mean by that is really the ability to scale from gigabytes to even petabytes without any degradation in performance or latency or throughput. The second is really, you know, predictable performance. So can you actually deliver predictable performance as your data size grows or your throughput grows or your concurrent user on that application of service grows? It's really easy to build an application that operates at low scale or low throughput or low concurrency but performance usually starts degrading as you start scaling one of these attributes. The third thing is the ability to operate and always on globally resilient application. And that requires a really robust data platform that can be up on a five nine basis globally, can support global distribution because a lot of these applications have global users. And the last point is, goes back to my first answer which is, can you operate all of this at a cost point which is not prohibitive but it makes sense from a TCO perspective. 'Cause a lot of times what we see is people make choices of data platforms and as ironically their service or applications become more successful and more users join their journey the revenue starts going up, the user base starts going up but the cost basis starts crossing over the revenue and they're losing money on the service, ironically as the service becomes more popular. So really unlimited scale predictable performance always on a globally resilient basis and low TCO. These are the four essential capabilities of any modern data platform. >> So then talk to me with those as the four main core functionalities of a modern data platform, how does Aerospike deliver that? >> So we were built, as I said from day one to operate at unlimited scale and deliver predictable performance. And then over the years as we work with customers we build this incredible high availability capability which helps us deliver the always on, you know, operations. So we have customers who are who have been on the platform 10 years with no downtime for example, right? So we are talking about an amazing continuum of high availability that we provide for customers who operate these, you know globally resilient services. The key to our innovation here is what we call the hybrid memory architecture. So, you know, going a little bit technically deep here essentially what we built out in our architecture is the ability on each node or each server to treat a bank of SSDs or solid-state devices as essentially extended memory. So you're getting memory performance but you're accessing these SSDs. You're not paying memory prices but you're getting memory performance. As a result of that you can attach a lot more data to each node or each server in a distributed cluster. And when you kind of scale that across basically a distributed cluster you can do with Aerospike the same things at 60 to 80% lower server count. And as a result 60 to 80% lower TCO compared to some of the other options that are available in the market. Then basically, as I said that's the key kind of starting point to the innovation. We lay around capabilities like, you know replication, change data notification, you know synchronous and asynchronous replication. The ability to actually stretch a single cluster across multiple regions. So for example, if you're operating a global service you can have a single Aerospike cluster with one node in San Francisco one node in New York, another one in London and this would be basically seamlessly operating. So that, you know, this is strongly consistent, very few no SQL data platforms are strongly consistent or if they are strongly consistent they will actually suffer performance degradation. And what strongly consistent means is, you know all your data is always available it's guaranteed to be available there is no data lost any time. So in this configuration that I talked about if the node in London goes down your application still continues to operate, right? Your users see no kind of downtime and you know, when London comes up it rejoins the cluster and everything is back to kind of the way it was before, you know London left the cluster so to speak. So the ability to do this globally resilient highly available kind of model is really, really powerful. A lot of our customers actually use that kind of a scenario and we offer other deployment scenarios from a higher availability perspective. So everything starts with HMA or Hybrid Memory Architecture and then we start building a lot of these other capabilities around the platform. And then over the years what our customers have guided us to do is as they're putting together a modern kind of data infrastructure, we don't live in the silo. So Aerospike gets deployed with other technologies like streaming technologies or analytics technologies. So we built connectors into Kafka, Pulsar, so that as you're ingesting data from a variety of data sources you can ingest them at very high ingest speeds and store them persistently into Aerospike. Once the data is in Aerospike you can actually run Spark jobs across that data in a multi-threaded parallel fashion to get really insight from that data at really high throughput and high speed. >> High throughput, high speed, incredibly important especially as today's landscape is increasingly distributed. Data centers, multiple public clouds, Edge, IoT devices, the workforce embracing more and more hybrid these days. How are you helping customers to extract more value from data while also lowering costs? Go into some customer examples 'cause I know you have some great ones. >> Yeah, you know, I think, we have built an amazing set of customers and customers actually use us for some really mission critical applications. So, you know, before I get into specific customer examples let me talk to you about some of kind of the use cases which we see out there. We see a lot of Aerospike being used in fraud detection. We see us being used in recommendations engines we get used in customer data profiles, or customer profiles, Customer 360 stores, you know multiplayer gaming and entertainment. These are kind of the repeated use case, digital payments. We power most of the digital payment systems across the globe. Specific example from a specific example perspective the first one I would love to talk about is PayPal. So if you use PayPal today, then you know when you're actually paying somebody your transaction is, you know being sent through Aerospike to really decide whether this is a fraudulent transaction or not. And when you do that, you know, you and I as a customer are not going to wait around for 10 seconds for PayPal to say yay or nay. We expect, you know, the decision to be made in an instant. So we are powering that fraud detection engine at PayPal. For every transaction that goes through PayPal. Before us, you know, PayPal was missing out on about 2% of their SLAs which was essentially millions of dollars which they were losing because, you know, they were letting transactions go through and taking the risk that it's not a fraudulent transaction. With Aerospike they can now actually get a much better SLA and the data set on which they compute the fraud score has gone up by you know, several factors. So by 30X if you will. So not only has the data size that is powering the fraud engine actually gone up 30X with Aerospike but they're actually making decisions in an instant for, you know, 99.95% of their transactions. So that's- >> And that's what we expect as consumers, right? We want to know that there's fraud detection on the swipe regardless of who we're interacting with. >> Yes, and so that's a really powerful use case and you know, it's a great customer success story. The other one I would talk about is really Wayfair, right, from retail and you know from e-commerce. So everybody knows Wayfair global leader in really in online home furnishings and they use us to power their recommendations engine. And you know it's basically if you're purchasing this, people who bought this also bought these five other things, so on and so forth. They have actually seen their cart size at checkout go up by up to 30%, as a result of actually powering their recommendations engine through Aerospike. And they were able to do this by reducing the server count by 9X. So on one ninth of the servers that were there before Aerospike, they're now powering their recommendations engine and seeing cart size checkout go up by 30%. Really, really powerful in terms of the business outcome and what we are able to, you know, drive at Wayfair. >> Hugely powerful as a business outcome. And that's also what the consumer wants. The consumer is expecting these days to have a very personalized relevant experience that's going to show me if I bought this show me something else that's related to that. We have this expectation that needs to be really fueled by technology. >> Exactly, and you know, another great example you asked about you know, customer stories, Adobe. Who doesn't know Adobe, you know. They're on a mission to deliver the best customer experience that they can. And they're talking about, you know great Customer 360 experience at scale and they're modernizing their entire edge compute infrastructure to support this with Aerospike. Going to Aerospike basically what they have seen is their throughput go up by 70%, their cost has been reduced by 3X. So essentially doing it at one third of the cost while their annual data growth continues at, you know about north of 30%. So not only is their data growing they're able to actually reduce their cost to actually deliver this great customer experience by one third to one third and continue to deliver great Customer 360 experience at scale. Really, really powerful example of how you deliver Customer 360 in a world which is dynamic and you know on a data set which is constantly growing at north of 30% in this case. >> Those are three great examples, PayPal, Wayfair, Adobe, talking about, especially with Wayfair when you talk about increasing their cart checkout sizes but also with Adobe increasing throughput by over 70%. I'm looking at my notes here. While data is growing at 32%, that's something that every organization has to contend with data growth is continuing to scale and scale and scale. >> Yap, I'll give you a fun one here. So, you know, you may not have heard about this company it's called Dream11 and it's a company based out of India but it's a very, you know, it's a fun story because it's the world's largest fantasy sports platform. And you know, India is a nation which is cricket crazy. So you know, when they have their premier league going on and there's millions of users logged onto the Dream11 platform building their fantasy league teams and you know, playing on that particular platform, it has a hundred million users a hundred million plus users on the platform, 5.5 million concurrent users and they have been growing at 30%. So they are considered an amazing success story in terms of what they have accomplished and the way they have architected their platform to operate at scale. And all of that is really powered by Aerospike. Think about that they're able to deliver all of this and support a hundred million users 5.5 million concurrent users all with, you know 99 plus percent of their transactions completing in less than one millisecond. Just incredible success story. Not a brand that is, you know, world renowned but at least you know from what we see out there it's an amazing success story of operating at scale. >> Amazing success story, huge business outcomes. Last question for you as we're almost out of time is talk a little bit about Aerospike AWS the partnership Graviton2 better together. What are you guys doing together there? >> Great partnership. AWS has multiple layers in terms of partnerships. So, you know, we engage with AWS at the executive level. They plan out, really roll out of new instances in partnership with us, making sure that, you know those instance types work well for us. And then we just released support for Aerospike on the Graviton platform and we just announced a benchmark of Aerospike running on Graviton on AWS. And what we see out there is with the benchmark a 1.6X improvement in price performance. And you know about 18% increase in throughput while maintaining a 27% reduction in cost, you know, on Graviton. So this is an amazing story from a price performance perspective, performance per watt for greater energy efficiencies, which basically a lot of our customers are starting to kind of talk to us about leveraging this to further meet their sustainability target. So great story from Aerospike and AWS not just from a partnership perspective on a technology and an executive level, but also in terms of what joint outcomes we are able to deliver for our customers. >> And it sounds like a great sustainability story. I wish we had more time so we would talk about this but thank you so much for talking about the main capabilities of a modern data platform, what's needed, why, and how you guys are delivering that. We appreciate your insights and appreciate your time. >> Thank you very much. I mean, if folks are at re:Invent next week or this week come on and see us at our booth and we are in the data analytics pavilion and you can find us pretty easily. Would love to talk to you. >> Perfect, we'll send them there. Subbu Iyer, thank you so much for joining me on the program today. We appreciate your insights. >> Thank you Lisa. >> I'm Lisa Martin, you're watching theCUBE's coverage of AWS re:Invent 2022. Thanks for watching. >> Clear- >> Clear cutting. >> Nice job, very nice job.

Published Date : Nov 25 2022

SUMMARY :

the fastest 15 minutes I'm sorry I didn't pin the right speed. and we are coming to you in Subbu, great to have you on the program. Great as always to be on So, you know, every company these days And a lot of the challenges that access to real time data to put in front of you and I and data platforms need to have. One of the reasons we see is So the ability to do How are you helping customers let me talk to you about fraud detection on the swipe and you know, it's a great We have this expectation that needs to be Exactly, and you know, with Wayfair when you talk So you know, when they have What are you guys doing together there? And you know about 18% and how you guys are delivering that. and you can find us pretty easily. for joining me on the program today. of AWS re:Invent 2022.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AWSORGANIZATION

0.99+

Lisa MartinPERSON

0.99+

60QUANTITY

0.99+

LondonLOCATION

0.99+

LisaPERSON

0.99+

PayPalORGANIZATION

0.99+

New YorkLOCATION

0.99+

15 minutesQUANTITY

0.99+

3XQUANTITY

0.99+

2025DATE

0.99+

WayfairORGANIZATION

0.99+

35%QUANTITY

0.99+

AdobeORGANIZATION

0.99+

30%QUANTITY

0.99+

99.95%QUANTITY

0.99+

10 secondsQUANTITY

0.99+

San FranciscoLOCATION

0.99+

30XQUANTITY

0.99+

70%QUANTITY

0.99+

32%QUANTITY

0.99+

27%QUANTITY

0.99+

1.6XQUANTITY

0.99+

each serverQUANTITY

0.99+

twoQUANTITY

0.99+

oneQUANTITY

0.99+

OneQUANTITY

0.99+

AerospikeORGANIZATION

0.99+

millions of dollarsQUANTITY

0.99+

IndiaLOCATION

0.99+

SubbuPERSON

0.99+

9XQUANTITY

0.99+

fiveQUANTITY

0.99+

99 plus percentQUANTITY

0.99+

first answerQUANTITY

0.99+

third thingQUANTITY

0.99+

less than one millisecondQUANTITY

0.99+

10 yearsQUANTITY

0.99+

this weekDATE

0.99+

Subbu IyerPERSON

0.99+

one thirdQUANTITY

0.99+

millions of usersQUANTITY

0.99+

over 70%QUANTITY

0.98+

both usersQUANTITY

0.98+

Dream11ORGANIZATION

0.98+

80%QUANTITY

0.98+

todayDATE

0.98+

GravitonTITLE

0.98+

each nodeQUANTITY

0.98+

secondQUANTITY

0.98+

bothQUANTITY

0.98+

threeQUANTITY

0.98+

fourQUANTITY

0.98+

TwoQUANTITY

0.98+

one nodeQUANTITY

0.98+

hundred million usersQUANTITY

0.98+

first verticalQUANTITY

0.97+

about 2%QUANTITY

0.97+

AerospikeTITLE

0.97+

single clusterQUANTITY

0.96+

Priyanka Sharma, CNCF | KubeCon + CloudNativeCon NA 2022


 

(gentle upbeat music) >> Hello everyone, and welcome back to KubeCon CloudNativeCon here in Detroit, Michigan. My name is Savannah Peterson, joined with John Furrier. John, we are in the meat of the conference. >> It's really in crunch time, day two of three days of wall-to-wall coverage and this next guest is running the show at CNCF, the OG and been in the community doing a great job. I'm looking forward to this segment. >> Me too. I'm even wearing... You may notice, I am in my CNCF tee, and I actually brought my tee from last year for those of you. And the reason I brought it, actually, I want to use this to help introduce our next guest is the theme last year was resistance realized, and I think that KubeCon this year is an illustration of that resistance realized. Please welcome Priyanka Sharma to the show. Priyanka, thank you so much for being here with us. >> Thank you for having me. >> This is your show. How are you feeling right now? What does it feel like to be here? >> It's all of our show. I am just another participant, but I am so happy to be here. I think this is our third hybrid in person back event. And the whole ecosystem, we seem to have gotten into the groove now. You know, the first one we did, was in LA >> Savannah: Yes. >> Where you have that shirt from. Then we went to Valencia, and now here in Detroit I could sense the ease in the attendees. I can sense that it just feels great for everyone to be here. >> Savannah: Yeah. >> And you guys, who were face to face in LA, but this is really kind of back face to face, somewhat normalized, right? >> Priyanka: Yeah. >> And so that's a lot of feedback there. What's your reaction? Because the community's changed so much in three years, >> Savannah: Yes. >> Even two years, even last year. Where do you see it now? Because there's so much more work to do, but it feels like it's just getting started, but also at the same time it feels like people are celebrating at the same time. >> Yeah. >> Kubernetes is mainstream, CloudNative at scale. >> Savannah: That feels like a celebration. >> People are talking about developer... more developers coming on board, more traction, more scale, more interoperability, just a lot of action. What's your thoughts? >> I think you're absolutely right that we are just getting started. I've been part of many open source movements and communities. This is... I think this is something special where we have our flagship project considered mainstream, but yet so much to be done right over there. I mean, you've seen announcements around more and more vendors coming to support the project in, you know, the boring but essential ways that happened I think this week, just today, I think. And so Kubernetes continues to garner support and energy, which is unique in the ecosystem, right? Because once something becomes mainstream, normally, it's like, "Okay, boring." (John laughs) But that's happening. And I think the reason for that is CloudNative. It's built upon Kubernetes and so much more than Kubernetes. >> We have 140 plus projects >> Absolutely. >> and folks have a choice to contribute to something totally cutting edge or something that's, you know, used by everyone. So, the diversity of options and room for innovation at the same time means this is just the beginning. >> And also projects are coming together too. >> Priyanka: Yes. >> You're starting to see formation, you're starting to see some defacto alignment. >> Priyanka: Yes. >> You're starting to see the- >> Priyanka: Clustering. >> Some visibility into how the big moves are being playing out, almost the harvesting of that hard work. >> Priyanka: Yes, I do think there is consolidation, but I would definitely say that there's consolidation and innovation. >> John: Yeah. >> And that is something... I genuinely have not seen this before. I think there are definitely areas we're all really focusing on. I talked a lot about security in my keynote because it continues to gain importance in CloudNative, whether that is through projects or through practices. The same, I did not mention this in my keynote, but around like, you know, continuous delivery generally the software delivery cycle, there's a lot coming together happening there. And, you know, >> John: Yeah. >> many other spaces. So, absolutely right. >> Let's dig in a little bit actually, because I'm curious. You get to see these 140 plus projects. >> Yes. >> What are some of the other trends that you're seeing, especially now, as we're feeling this momentum around Kubernetes? The excitement is back in the ecosystem. >> Yes. So, so much happening. But I would definitely say that like the underlying basis of all these projects, right? I brought that up in my keynote, is the maintainers. And I think the maintainer group, is the talent keeps thriving and growing, the load on them is very heavy though. >> Savannah: Yeah. >> And I do think there's a lot more we all company, the companies around us need to do to support these people, because the innovation they're bringing is unprecedented. Besides Kubernetes, which has its own cool stuff all the time. I think I'm particularly excited about the Argo projects. >> Savannah: Yeah. >> So, they're the quadruplets as I like to call them. Right? Because there's four of them within the Argo banner. I had Yuan from Argo on my keynote actually. >> Savannah: Oh, nice. >> Alongside Hiba from Kubernetes. And we talked about their maintainer journey. And it's interesting. Totally different projects. Same asks, you know, which is more support and time from employers, more ways to build up contributors and ultimately they love the CNCF marketing supports. >> That Argo project's really in a great umbrella. There are a lot of action going on. Arlon, I saw that. Got some traction. A lot of great stuff. The question I want to ask you, and I want to get your reaction to this, you know, we always go to a lot of events with theCUBE and you can always tell the vibrant of the ecosystem when you see developers doing stuff, projects going on. But when you start seeing the commercialization >> Priyanka: Yes. >> The news briefings coming out of this show feels a lot like reinvent, like it's like a tsunami. I've never seen this much news. Everyone's got a story, they got announcing products. >> Savannah: That was a lot of news. That's a great point, John. >> There was a lot of flow even from the CNCF. >> Yeah. >> What's your reaction to that? I mean like to me it's a tell sign of activity, certainly, >> Right. >> And engagement. >> Right. >> But there's real proof coming out, real visibility into the value propositions, >> Priyanka: Yes. >> rendering itself with real products. What's your reaction to the news flow? >> Absolutely. I think it's market proof, like you said, right? >> Savannah: Yeah. >> That we have awesome technologies that are useful to lots of people around the world. And I think that, I hope this continues to increase. And with the bite basket of project portfolios that's what I hope to see. CNCF itself will continue supporting the maintainers with things like conformance programs which are really essential when you are... when you have people building products on top of your projects and other initiatives so that the technological integrity remains solid while innovation keeps happening. >> I know from a little birdie, Brendan, good friend of mine that you had a board meeting today. >> Priyanka: Yes. >> And I am curious because I hope I'm not going out about an assumption I imagine that room is full of passionate people. >> Priyanka: Absolutely. >> CNCF board would be a wild one. (Priyanka laughs) What are the priorities for the board between now and KubeCon next year? >> Sure. So the CNCF governing board is an over... It's like an oversight body. And their focus is on working with us on the executive team to make sure that we have the right game plan for the foundation. They tend to focus on the business decisions, things such as how do we manage our budget, how do we deploy it, and what are the initiatives? And that's always their priority. But because this is CloudNative and we are all technologists who love our projects, >> Savannah: Yeah. >> we also engage closely with the technical oversight committee who was in the said meeting that we just talked about. And so lots of discussions are around project health, sustainability. How do we keep moving? Because as you said, Kubernetes is going mainstream but it's still cool. There are all these other cool things. It's a lot going on, right? >> Savannah: Yeah. You got a lot of balls in the air. It's complex decision making and balancing of priorities. >> Priyanka: Yes. >> John: And demands, stakeholders. You have how many stakeholders? Every project, every person, every company. >> Everyone's a stakeholder. You're a stakeholder, too. >> And a hundred... I mean, I love how community focused you are. Obviously we're here to talk about the community. You have contributors from 187 different countries. >> Priyanka: It's one of the things I'm the most proud of. >> Savannah: It's... Yeah. It gives me all the feels as a community builder as well. >> Priyanka: Yeah. >> What an accomplishment and supporting community members in those different environments must be so dynamic for you and the team. >> Absolutely, and it behooves us to think globally in how we solve problems. Even when we introduce programs. My first question is, are we by accident being, let's say, default U.S. or are we being default Europe, whatever it may be because we really got to think about the whole world. >> John: It's global culture, it's a global village. >> Priyanka: Yes. >> And I think global now more than ever is so important. And, the Ukraine >> Priyanka: Yes. >> discussion on the main stage was awesome. I love how you guys did that because this is impacting the technology. We need the diverse input. Now I made a comment yesterday that it's going to make... it might slow things down. I meant as is more diversity, there's more conversations. >> Priyanka: Yes. >> But once people get aligned and committed, that's where the magic happens. Share your thoughts on the global diversity, why it's important, how things are made, how decisions are made. What's the philosophy? Because there's more to get your arms around. >> Yes, absolutely. It may seem harder or slower or whatever but once it gets done, aligned and committed, the product's better, everything's better. >> Priyanka: Yes, absolutely. I think the more people involved, the better it is for sure. Especially from a robustness resilience perspective. Because you know, as they say, sunlight makes bugs shallow. That's because the more eyes on something the faster people will solve problems, fix bugs and make, you know, look for security, vulnerability, solve all that. So especially in those areas, I think, where you want to be more resilient, the more the people, the better it is. A hundred percent. And then when it comes to direct technical direction and choosing a path, I think that's where, you know it's the role of the maintainers. And as I was saying there's only a thousand audit maintainers for 140 plus projects, right? So they are catering- >> Wow, they have a lot of responsibility. >> Right. >> Serious amount of responsibility. >> It's crazy. I know. And we have to do everything we can for those people because they are the ones who set the vision, set the direction, and then 176,000 plus contributors follow their lead. So we have... I think, the bright mechanisms of contribution and collaboration in a global way are in place. And we keep chugging along and doing better and better each year. >> What's next for you guys? You got the EU of show coming out, >> Priyanka: Correct, Amsterdam. the economy looking, I don't see your recession for technology, but that's me. I'm Polish on tech. Yeah, there's some layoffs going on, some cleaning up, overinflated expectations on valuations of startups, but I don't see this stopping or slowing down. But what's your take? >> Priyanka: Yeah, I mean, as I said in my keynote, right? Open source usage soars in times of turmoil and financial turmoil is one example of that. So we are expecting growth and heavy growth this year, next year and onwards. And in fact, going back to the whole maintainer journey, now is a time there's even more pressure on them and companies as they manage their, you know, workforces and prioritization, they really need to remember they're building products off of open source. They are... This is open sources on which what their business realize, whether they're a vendor or end user and give maintainers a space time to work on what they need to work on. >> Yeah. They need a little work-life balance. I mean the self-care there, I can't even imagine the complexity of the decision matrix in their mind. Speaking of that, and obviously you... Culture must be a huge part of how you lead these teams. How do you approach that as leader? >> I think the number one... So the foundation is a very small set of staff, just so you know. >> Savannah: I was actually... Let's tell the audience, how many people are on the team? >> Priyanka: You know, it's actually a difficult question because we have folks who like spin up and down and we have matrix support from the Linux Foundation, but about 30 people in total are dedicated to CNCF at any given time. >> Savannah: Wow. >> But compared... >> Savannah: You all do hard work. >> Yes. >> Savannah: You're doing great. I am impressed. >> It's a flat organization. >> It's pretty flat. >> Seriously, it's beautiful. >> It's actually in some ways very similar to the projects and there the, you know, contribution communities there where it's like everyone kind of like steps up and does what needs to be done, which is wonderful and beautiful, but with the responsibility on our shoulders, it's definitely a balancing act. So first off, it is, I ask everyone to have some grace for the staff. They are in a startup land with no IPO on the other side of the rainbow. They're doing it because they love love, love this community and technology so much. >> John: Yeah. Yeah, and then also they're acknowledging that nobody in open source wants to see a bureaucracy. >> Priyanka: Right. >> I mean, everyone see lean, efficient. >> Savannah: Yeah, absolutely John. It's great. It's a great point. And and I think that it's just... It's amazing what passionate people can do if given the opportunity. Let's talk a little bit about the literal event that we're at right now. >> Priyanka: Yes. >> Theme today, building for the road ahead. >> Priyanka: Yes. >> What was the inspiration for that? >> Detroit. (group laughs) We're in Detroit, people drive here. >> Savannah: In case you didn't know, cars have been made in this city. >> Motor city. >> It's everywhere being here in this city, which is awesome. >> But you know, it did... There was of course a geographical element but it also aligns with where we're at, right? >> Savannah: Yeah. >> We're building for the road ahead, which frankly given the changes going on in the world is a bumpy road. So it's important to talk about it. And that's what the theme was. >> And how many folks have shown up... This is a totally different energy from Los Angeles last year. I'm sure we can both agree. Everyone was excited last year, but this is an order of magnitude. >> Yes. >> How many folks do you think are milling around? >> Yeah, it's much more than double of Los Angeles. We are close to 8,000. >> Savannah: That's amazing. And it's so... You're absolutely right. The energy is just... >> Savannah: Way up. >> It's so good. People are enjoying themselves. It's been lovely. >> That's great. So you're feeling good? You're riding the high? >> Congratulations. >> Awesome. >> Yeah, thank you. I mean, I'm a little bit of a zombie right now. (group laughs) >> You don't look it, we wouldn't know. Nobody knows. They don't know. >> If you want to take a break, We got 12 interviews tomorrow. (Savannah and Priyanka laughing) You can co-host with us. We'd love to have you. >> Exactly. You're welcome anytime. Welcome anytime, Priyanka. >> Well thank you. But no, it's been such a wonderful show and you folks are part of the reason you say everybody here is contributing to the awesomeness. >> John: Yep. >> You're part of it. Look at your smiley faces. >> John: And Lisa Marty is over there. Lisa's over there. >> Yes! >> Say hi to Lisa and team. >> Yes, the team is awesome. >> Guys, thank you for your support for theCUBE. We really appreciate it. We enjoy it a lot. And we love the community. Thank you. >> Yes. Thank you for your support for CloudNative. >> Thank you. >> One last thing I just want to point out, because it's not always it happens in this industry. The women outnumber the men on this stage right now. >> John: Proud of that? >> And I know the diversity and inclusion is a priority for CNCF. >> Priyanka: Top priority. >> Yeah. Can you tell us a little bit more about that? >> Yes. It is something at the forefront of my mind, no matter what we do. And it's because I have such great role models. You know, when I was just a participant in the ecosystem, Dan Conn was leading the foundation and he took it so seriously to always try to uplift people from a diverse backgrounds and bring those faces into CloudNative. >> Savannah: Yes. >> And he made a serious lasting impact. >> John: Yes. >> And I am not going to let that go to waste. It's not going to be me who drops the ball. (group laughs) >> We're behind you all the way. >> Right? >> We see improvement over here. >> We got your back. >> I mean, even from an attendance perspective on stage I feel like you've done just an outstanding job with the curation and representation. I don't say that lightly. It really matters to me. But even in the audience looking around, it's so refreshing. Even it sounds silly. The shirts are more fitted. >> It's not silly. >> There's different types of shirts, and I mean, you know how it is. We've been in this industry long enough. >> It's a shirt you want to wear. >> Savannah: Exactly. And that's the whole point. I absolutely love it. Have we announced a location for KubeCon North America 2023, yet? >> It's Chicago. >> Savannah: Exciting! >> Yes. >> Savannah: All right. So we'll be seeing you >> Midwest. >> not that far away. >> This is the first time I've said this publicly, I just realized, It's Chicago, people. >> The scoop, yay! >> Oh, I feel so lucky we got to break the scoop. I was learning from John's lead there and I'm very excited. Amsterdam, Chicago. It's going to be absolutely >> I'll get my hotel now. >> Fantastic. >> Yes. >> Smart move. Everybody listen to him. >> Yeah, right? Especially after Detroit. It's actually not a... It's not a bad move. Priyanka, is there anything else you'd like to say to folks? Maybe they're thinking about coming or contributing to the ecosystem? >> Priyanka: Yes. Anyone and everyone can and should contribute and join us. The maintainers are holding us all up. Let's rally to support them. We have more and more programs to do that. As you know, we did ContribFest here this week which was the first time. So we will help you get involved so you're not on your own. So that's my number one message, which is anyone and everyone, you're welcome here. We'll make sure you have a good time. So just come. >> Okay. Please do it. >> I can tell you that Priyanka is not blowing smoke. I feel very welcome here. This community has welcomed me as a non-technical, so I think you're absolutely preaching the truth. Priyanka, thank you so much for being here with us today on the show, for helping herd the cats and wrangle the brilliant minds that make CNCF possible. And honestly for just bringing your energy and joy to the entire experience. John, thank you for hanging out with me. >> I'm glad I can contribute in a small way. >> I was going to say... I was going to say thank you for founding theCUBE so that we could be here in this little marriage and collaboration can be possible. And thank all of you for tuning in to theCUBE here, live from Detroit, Michigan. My name is Savannah Peterson. I am thrilled to be sharing this content with you today and I hope to see you for the rest of our interviews this afternoon. (gentle upbeat music)

Published Date : Oct 27 2022

SUMMARY :

meat of the conference. the OG and been in the And the reason I brought it, actually, How are you feeling right now? You know, the first one we did, I could sense the ease in the attendees. Because the community's changed but also at the same time it feels like Kubernetes is mainstream, Savannah: That feels just a lot of action. to support the project in, you know, and room for innovation at the same time And also projects You're starting to see formation, almost the harvesting of that hard work. Priyanka: Yes, I do think I genuinely have not seen this before. So, absolutely right. You get to see these 140 plus projects. The excitement is back in the ecosystem. And I think the maintainer group, And I do think there's as I like to call them. the CNCF marketing supports. of the ecosystem when you I've never seen this much news. Savannah: That was a lot of news. flow even from the CNCF. What's your reaction to the news flow? I think it's market proof, And I think that, I hope that you had a board meeting today. And I am curious What are the priorities on the executive team to make sure in the said meeting that You got a lot of balls in the air. You have how many stakeholders? You're a stakeholder, too. talk about the community. Priyanka: It's one of the It gives me all the feels as for you and the team. and it behooves us to think globally it's a global village. And I think global now more I love how you guys did that What's the philosophy? the product's better, everything's better. That's because the more eyes on something set the direction, and then the economy looking, And in fact, going back to I can't even imagine the complexity So the foundation is a many people are on the team? from the Linux Foundation, I am impressed. and there the, you know, Yeah, and then also they're acknowledging And and I think that it's just... building for the road ahead. We're in Detroit, people drive here. Savannah: In case you didn't know, being here in this city, But you know, it did... in the world is a bumpy road. but this is an order of magnitude. We are close to 8,000. And it's so... It's so good. You're riding the high? I mean, I'm a little bit You don't look it, we wouldn't know. If you want to take a break, You're welcome anytime. and you folks are part of the Look at your smiley faces. John: And Lisa Marty is over there. And we love the community. Thank you for your happens in this industry. And I know the diversity Can you tell us a little It is something at the And I am not going But even in the audience looking and I mean, you know how it is. And that's the whole point. So we'll be seeing you This is the first time It's going to be absolutely Everybody listen to him. or contributing to the ecosystem? So we will help you get involved Please do it. I can tell you that contribute in a small way. and I hope to see you

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
PriyankaPERSON

0.99+

SavannahPERSON

0.99+

JohnPERSON

0.99+

Priyanka SharmaPERSON

0.99+

Dan ConnPERSON

0.99+

Savannah PetersonPERSON

0.99+

DetroitLOCATION

0.99+

Priyanka SharmaPERSON

0.99+

CNCFORGANIZATION

0.99+

LALOCATION

0.99+

ChicagoLOCATION

0.99+

Lisa MartyPERSON

0.99+

last yearDATE

0.99+

LisaPERSON

0.99+

ArgoORGANIZATION

0.99+

yesterdayDATE

0.99+

ValenciaLOCATION

0.99+

next yearDATE

0.99+

three daysQUANTITY

0.99+

12 interviewsQUANTITY

0.99+

140 plus projectsQUANTITY

0.99+

Los AngelesLOCATION

0.99+

BrendanPERSON

0.99+

Detroit, MichiganLOCATION

0.99+

first questionQUANTITY

0.99+

Linux FoundationORGANIZATION

0.99+

Thomas Cornely Indu Keri Eric Lockard Nutanix Signal


 

>>Okay, we're back with the hybrid Cloud power panel. I'm Dave Ante and with me our Eric Lockhart, who's the corporate vice president of Microsoft Azure, Specialized Thomas Corny, the senior vice president of products at Nutanix, and Indu Care, who's the Senior Vice President of engineering, NCI and nnc two at Nutanix. Gentlemen, welcome to the cube. Thanks for coming on. >>It's to >>Be here. Have us, >>Eric, let's, let's start with you. We hear so much about cloud first. What's driving the need for hybrid cloud for organizations today? I mean, I wanna just ev put everything in the public cloud. >>Yeah, well, I mean, the public cloud has a bunch of inherent advantages, right? I mean, it's, it has effectively infinite capacity, the ability to, you know, innovate without a lot of upfront costs, you know, regions all over the world. So there is a, a trend towards public cloud, but you know, not everything can go to the cloud, especially right away. There's lots of reasons. Customers want to have assets on premise, you know, data gravity, sovereignty and so on. And so really hybrid is the way to achieve the best of both worlds, really to kind of leverage the assets and investments that customers have on premise, but also take advantage of, of the cloud for bursting or regionality or expansion, especially coming outta the pandemic. We saw a lot of this from work from home and, and video conferencing and so on, driving a lot of cloud adoption. So hybrid is really the way that we see customers achieving the best of both worlds. >>Yeah, makes sense. I wanna, Thomas, if you could talk a little bit, I don't wanna inundate people with the acronyms, but, but the Nutanix Cloud clusters on Azure, what is that? What problems does it solve? Give us some color there, please. >>That is, so, you know, cloud clusters on Azure, which we actually call NC two to make it simple. And so NC two on Azure is really our solutions for hybrid cloud, right? And you think about the hybrid cloud, highly desirable customers want it. They, they know this is the right way to do for them, given that they wanna have workloads on premises at the edge, any public clouds. But it's complicated. It's hard to do, right? And the first thing that you deal with is just silos, right? You have different infrastructure that you have to go and deal with. You have different teams, different technologies, different areas of expertise and dealing with different portals. Networkings get complicated, security gets complicated. And so you heard me say this already, you know, hybrid can be complex. And so what we've done, we then c to Azure is we make that simple, right? We allow teams to go and basically have a solution that allows you to go and take any application running on premises and move it as is to any Azure region where ncq is available. Once it's running there, you keep the same operating model, right? And that's something actually super valuable to actually go and do this in a simple fashion, do it faster, and basically do, do hybrid in a more cost effective fashion, know for all your applications. And that's really what's really special about NC Azure today. >>So Thomas, just a quick follow up on that. So you're, you're, if I understand you correctly, it's an identical experience. Did I get that right? >>This is, this is the key for us, right? Is when you think you're sending on premises, you are used to way of doing things of how you run your applications, how you operate, how you protect them. And what we do here is we extend the Nutanix operating model two workloads running in Azure using the same core stack that you're running on premises, right? So once you have a cluster deploying C to an Azure, it's gonna look like the same cluster that you might be running at the edge or in your own data center, using the same tools, using, using the same admin constructs to go protect the workloads, make them highly available with disaster recovery or secure them. All of that becomes the same, but now you are in Azure, and this is what we've spent a lot of time working with Americanist teams on, is you actually have access now to all of those suites of Azure services in from those workloads. So now you get the best of both world, you know, and we bridge them together and you get seamless access of those services between what you get from Nutanix, what you get from Azure. >>Yeah. And as you alluded to, this is traditionally been non-trivial and people have been looking forward to this for, for quite some time. So Indu, I want to understand from an engineering perspective, your team had to work with the Microsoft team, and I'm sure there was this, this is not just a press releases or a PowerPoint, you had to do some some engineering work. So what specific engineering work did you guys do and what's unique about this relative to other solutions in the marketplace? >>So let me start with what's unique about this, and I think Thomas and Eric both did a really good job of describing that the best way to think about what we are delivering jointly with Microsoft is that it speeds up the journey to the public cloud. You know, one way to think about this is moving to the public cloud is sort of like remodeling your house. And when you start remodeling your house, you know, you find that you start with something and before you know it, you're trying to remodel the entire house. And that's a little bit like what journey to the public cloud sort of starts to look like when you start to refactor applications. Because it wasn't, most of the applications out there today weren't designed for the public cloud to begin with. NC two allows you to flip that on its head and say that take your application as is and then lift and shift it to the public cloud, at which point you start the refactor journey. >>And one of the things that you have done really well with the NC two on Azure is that NC two is not something that sits by Azure side. It's fully integrated into the Azure fabric, especially the software defined network and SDN piece. What that means is that, you know, you don't have to worry about connecting your NC two cluster to Azure to some sort of a net worth pipe. You have direct access to the Azure services from the same application that's now running on an C2 cluster. And that makes your refactoring journey so much easier. Your management claim looks the same, your high performance notes let the NVMe notes, they look the same. And really, I mean, other than the facts that you're doing something in the public cloud, all the Nutanix goodness that you're used to continue to receive that, there is a lot of secret sauce that we have had to develop as part of this journey. >>But if we had to pick one that really stands out, it is how do we take the complexity, the network complexity, offer public cloud, in this case Azure, and make it as familiar to Nutanix's customers as the VPC construc, the virtual private cloud construct that allows them to really think of their on-prem networking and the public cloud networking in very similar terms. There's a lot more that's gone on behind the scenes. And by the way, I'll tell you a funny sort of anecdote. My dad used to say when I drew up that, you know, if you really want to grow up, you have to do two things. You have to like build a house and you have to marry your kid off to someone. And I would say our dad a third do a code development with the public cloud provider of the partner. This has been just an absolute amazing journey with Eric and the Microsoft team, and you're very grateful for their support. >>I need NC two for my house. I live in a house that was built and it's 1687 and we connect old to new and it's, it is a bolt on, but, but, but, and so, but the secret sauce, I mean there's, there's a lot there, but is it a PAs layer? You didn't just wrap it in a container and shove it into the public cloud, You've done more than that. I'm inferring, >>You know, the, it's actually an infrastructure layer offering on top of fid. You can obviously run various types of platform services. So for example, down the road, if you have a containerized application, you'll actually be able to tat it from OnPrem and run it on C two. But the NC two offer itself, the NCAA often itself is an infrastructure level offering. And the trick is that the storage that you're used to the high performance storage that you know, define Nutanix to begin with, the hypervisor that you're used to, the network constructs that you're used to light MI segmentation for security purposes, all of them are available to you on NC two in Azure, the same way that we're used to do on-prem. And furthermore, managing all of that through Prism, which is our management interface and management console also remains the same. That makes your security model easier, that makes your management challenge easier, that makes it much easier for an accusation person or the IT office to be able to report back to the board that they have started to execute on the cloud mandate and they have done that much faster than they'll be able to otherwise. >>Great. Thank you for helping us understand the plumbing. So now Thomas, maybe we can get to like the customers. What, what are you seeing, what are the use cases that are, that are gonna emerge for this solution? >>Yeah, I mean we've, you know, we've had a solution for a while and you know, this is now new on Azure is gonna extend the reach of the solution and get us closer to the type of use cases that are unique to Azure in terms of those solutions for analytics and so forth. But the kind of key use cases for us, the first one you know, talks about it is a migration. You know, we see customers on the cloud journey, they're looking to go and move applications wholesale from on premises to public cloud. You know, we make this very easy because in the end they take the same culture that are around the application and make them, we make them available Now in the Azure region, you can do this for any applications. There's no change to the application, no networking change. The same IP will work the same whether you're running on premises or in Azure. >>The app stays exactly the same, manage the same way, protected the same way. So that's a big one. And you know, the type of drivers point to politically or maybe I wanna go do something different or I wanna go and shut down education on premises, I need to do that with a given timeline. I can now move first and then take care of optimizing the application to take advantage of all that Azure has to offer. So migration and doing that in a simple fashion, in a very fast manner is, is a key use case. Another one, and this is classic for leveraging public cloud force, which are doing on premises IT disaster recovery and something that we refer to as elastic disaster recovery, being able to go and actually configure a secondary site to protect your on premises workloads, but I that site sitting in Azure as a small site, just enough to hold the data that you're replicating and then use the fact that you cannot get access to resources on demand in Azure to scale out the environment, feed over workloads, run them with performance, potentially feed them back to on premises and then shrink back the environment in Azure to again, optimize cost and take advantage of elasticity that you get from public cloud models. >>Then the last one, building on top of that is just the fact that you cannot get boosting use cases and maybe running a large environment, typically desktop, you know, VDI environments that we see running on premises and I have, you know, a seasonal requirement to go and actually enable more workers to go get access the same solution. You could do this by sizing for the large burst capacity on premises wasting resources during the rest of the year. What we see customers do is optimize what they're running on premises and get access to resources on demand in Azure and basically move the workload and now basically get combined desktops running on premises desktops running on NC two on Azure, same desktop images, same management, same services, and do that as a burst use case during, say you're a retailer that has to go and take care of your holiday season. You know, great use case that we see over and over again for our customers, right? And pretty much complimenting the notion of, look, I wanna go to desktop as a service, but right now I don't want to refactor the entire application stack. I just wanna be able to get access to resources on demand in the right place at the right time. >>Makes sense. I mean this is really all about supporting customers', digital transformations. We all talk about how that was accelerated during the pandemic and, but the cloud is a fundamental component of the digital transformation generic. You, you guys have obviously made a commitment between Microsoft and and Nutanix to simplify hybrid cloud and that journey to the cloud. How should customers, you know, measure that? What does success look like? What's the ultimate vision here? >>Well, the ultimate vision is really twofold. I think the one is to, you know, first is really to ease a customer's journey to the cloud to allow them to take advantage of all the benefits to the cloud, but to do so without having to rewrite their applications or retrain their, their administrators and or or to obviate their investment that they already have and platforms like, like Nutanix. And so the, the work that companies have done together here, you know, first and foremost is really to allow folks to come to the cloud in the way that they want to come to the cloud and take really the best of both worlds, right? Leverage, leverage their investment in the capabilities of the Nutanix platform, but do so in conjunction with the advantages and and capabilities of, of Azure. You know, Second is really to extend some of the cloud capabilities down onto the on-premise infrastructure. And so with investments that we've done together with Azure arc for example, we're really extending the Azure control plane down onto on premise Nutanix clusters and bringing the capabilities that that provides to the, the Nutanix customer as well as various Azure services like our data services and Azure SQL server. So it's really kind of coming at the problem from, from two directions. One is from kind of traditional on-premise up into the cloud and then the second is kind of from the cloud leveraging the investment customers have in in on-premise hci. >>Got it. Thank you. Okay, last question. Maybe each of you can just give us one key takeaway for our audience today. Maybe we start with with with with Thomas and then Indu and then Eric you can bring us home. >>Sure. So the key takeaway is, you know, Nutanix Cloud clusters on Azure is now ga you know, this is something that we've had tremendous demand from our customers, both from the Microsoft side and the Nutanix side going, going back years literally, right? People have been wanting to go and see this, this is now live GA open for business and you know, we're ready to go and engage and ready to scale, right? This is our first step in a long journey in a very key partnership for us at Nutanix. >>Great Indu >>In our Dave. In a prior life about seven or eight, eight years ago, I was a part of a team that took a popular cat's preparation software and moved it to the public cloud. And that was a journey that took us four years and probably several hundred million. And if we had had NC two then it would've saved us half the money, but more importantly would've gotten there in one third the time. And that's really the value of this. >>Okay. Eric, bring us home please. >>Yeah, I'll just point out like this is not something that's just both on or something. We, we, we started yesterday. This is something the teams, both companies have been working on together for, for years, really. And it's, it's a way of, of deeply integrating Nutanix into the Azure Cloud and with the ultimate goal of, of again, providing cloud capabilities to the Nutanix customer in a way that they can, you know, take advantage of the cloud and then compliment those applications over time with additional Azure services like storage, for example. So it really is a great on-ramp to the cloud for, for customers who have significant investments in, in Nutanix clusters on premise, >>Love the co-engineering and the ability to take advantage of those cloud native tools and capabilities, real customer value. Thanks gentlemen. Really appreciate your time. >>Thank >>You. Thank you. >>Okay. Keep it right there. You're watching Accelerate Hybrid Cloud, that journey with Nutanix and Microsoft technology on the cube. You're a leader in enterprise and emerging tech coverage.

Published Date : Oct 10 2022

SUMMARY :

the senior vice president of products at Nutanix, and Indu Care, who's the Senior Vice President of Have us, What's driving the I mean, it's, it has effectively infinite capacity, the ability to, you know, I wanna, Thomas, if you could talk a little bit, I don't wanna inundate people with the And the first thing that you deal with is just silos, right? Did I get that right? C to an Azure, it's gonna look like the same cluster that you might be running at the edge So what specific engineering work did you guys do and what's unique about this relative then lift and shift it to the public cloud, at which point you start the refactor And one of the things that you have done really well with the NC two on Azure is And by the way, I'll tell you a funny sort of anecdote. and shove it into the public cloud, You've done more than that. to the high performance storage that you know, define Nutanix to begin with, the hypervisor that What, what are you seeing, what are the use cases that are, that are gonna emerge for this solution? the first one you know, talks about it is a migration. And you know, the type of drivers point to politically VDI environments that we see running on premises and I have, you know, a seasonal requirement to How should customers, you know, measure that? And so the, the work that companies have done together here, you know, Maybe each of you can just give us one key takeaway for now ga you know, this is something that we've had tremendous demand from our customers, And that's really the value of this. can, you know, take advantage of the cloud and then compliment those applications over Love the co-engineering and the ability to take advantage of those cloud native and Microsoft technology on the cube.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
ThomasPERSON

0.99+

MicrosoftORGANIZATION

0.99+

Eric LockhartPERSON

0.99+

EricPERSON

0.99+

NutanixORGANIZATION

0.99+

four yearsQUANTITY

0.99+

Indu CareORGANIZATION

0.99+

Dave AntePERSON

0.99+

NCIORGANIZATION

0.99+

bothQUANTITY

0.99+

NCAAORGANIZATION

0.99+

PowerPointTITLE

0.99+

both companiesQUANTITY

0.99+

two directionsQUANTITY

0.99+

AzureTITLE

0.99+

Thomas CornyPERSON

0.98+

SecondQUANTITY

0.98+

OneQUANTITY

0.98+

C twoTITLE

0.98+

eachQUANTITY

0.98+

secondQUANTITY

0.98+

InduPERSON

0.98+

yesterdayDATE

0.98+

both worldsQUANTITY

0.98+

oneQUANTITY

0.98+

first stepQUANTITY

0.98+

nnc twoORGANIZATION

0.98+

firstQUANTITY

0.97+

Azure CloudTITLE

0.97+

two thingsQUANTITY

0.97+

one key takeawayQUANTITY

0.97+

NC twoTITLE

0.97+

first thingQUANTITY

0.97+

todayDATE

0.96+

thirdQUANTITY

0.95+

both worldQUANTITY

0.93+

several hundred millionQUANTITY

0.92+

first oneQUANTITY

0.92+

1687DATE

0.92+

eight years agoDATE

0.91+

one thirdQUANTITY

0.9+

pandemicEVENT

0.9+

DavePERSON

0.9+

James Bion, DXC Technology | VMware Explore 2022


 

(upbeat music) >> Good afternoon. theCUBE is live at VMware Explorer. Lisa Martin here in San Francisco with Dave Nicholson. This is our second day of coverage talking all things VMware and it's ecosystem. We're excited to welcome from DXC Technology, James Bion, Hybrid Cloud and Multi Cloud Offering manager to have a conversation next. Welcome to the program. >> Thank you very much. >> Welcome. >> Talk to us a little bit about before we get into the VMware partnership, what's new at DXC? What's going on? >> So DXC is really evolving and revitalizing into more of a cloud orientated company. So we're already driving change in our customers at the moment. We take them on that cloud journey, but we're taking them in the right way, in a structured mannered way. So we are really excited about it, we're kicking off our Cloud First type, Cloud Right sort of story and helping customers on that journey. >> Yesterday in the keynote, VMware was talking about customers are on this Cloud chaos phase, they want to get to Cloud Smart. You're saying they want to get to Cloud Right. Talk to us about what DXC Cloud Right is, what does it mean? What does it enable businesses to achieve? >> That's a very good question. So DXC has come up with this concept of Cloud Right, we looked at it from a services and outcome. So what do customers want to achieve? And how do we get it successfully? This is not a technology conversation, this is about putting the right workloads at the right place, at the right time, at the right cost to get the right value for your business. It's not about just doing it for the sake of doing it, okay. There's a lot of changes it's not technology only you've got to change how people operate. You've got to work through the organizational change. You need to ensure that you have the right security in place to maintain it. And it's about value, really about value proposition. So we don't just focus on cost, we focus on operations of it, we focus on security of it. We focus on ensuring the value proposition of it and putting not just for one Cloud, it's the right place. Big focus on Hybrid and Multi Cloud solutions in particular, we're very excited about what's happening with VMware Cloud on maybe AWS or et cetera because we see there a real dynamic change for our customers where they can transition across to the right Cloud services, at the right time, at the right place, but minimal disruption to the actual operation of their business. Very easy to move a workload into that place using the same skilled resources, the same tools, the same environment that you have had for many years, the same SLAs. Customers don't want a variance in their SLAs, they just want an outcome at a right price and the right time. >> Right, what are some of the things going on with the VMware partnership and anything you know, here we are at this the event called the theme is "The Center of the Multi Cloud Universe", which I keep saying sounds like a Marvel movie, I think there needs to be some superheroes here. But how is DXC working with VMware to help customers that are in Multi Cloud by default, not by design? >> That's a very good one. So DXC works jointly with VMware for more than a thousand clients out there. Wide diversity of different clients. We go to market together, we work collaboratively to put roadmaps in place for our clients, it's a unified team. On top of that, we have an extremely good VMware practice, joint working VMware team working directly with DXC dedicated resources and we deliver real value for clients. For example, we have a customer experience zone, we have a customer innovation zone so we can run proof of concepts on all the different VMware technologies for customers. If they want to try something different, try and push the boundaries a little bit with the VMware products, we can do that for them. But at the end of the day we deliver outcome based services. We are not there to deliver a piece of software, but a technology which show the customer the value of the service that they've been receiving within that. So we bring the VMware fantastic technologies in and then we bring the DXC managed services which we do so well and we look after our customers and do the right thing for our customers. >> So what does the go-to market strategy look like from a DXC perspective? We say that there are a finite number of strategic seats at the customer table. DXC has longstanding deep relationships with customers, so does VMware and probably over a shorter period of time, the Hyper scale Cloud Providers. How are you approaching these relationships with customers? Is it you bringing in your friends from the cloud? Is it the cloud bringing in their friend DXC? What does it look like? >> So we have relationships with all of them, but were agnostic. So we are the people who bring it all together into that unified platform and services that the customers expect. VMware will bring us certainly to the table and we'll bring VMware to the table. Equally, we work very collaboratively with all the cloud providers and we work in deals together. They bring us deals, we bring them deals. So it works extremely well from that perspective, but of course it's a multi-cloud world these days. We don't just deal with one cloud provider, we'll normally have all of the different services to find the right place for our customers. >> Now, one thing that that's been mentioned from DXC is this idea that Cloud First which has been sort of a mantra that scores you points if you're a CIO lately, maybe that's not the best way to wake up in the morning. Why not saying, Cloud First? >> So we have a lot of clients who who've tried that Cloud First journey and they've aggressively taken on migration of workloads. And now that they've settled in a few of those they're discovering maybe the ROI isn't quite what they expected it was going to be. That transformation takes a long time, a very long time. We've seen some of the numbers around averaging a hundred apps can take up to seven years to transition and transform, that's a long time. It makes you almost less agile by doing the transformation quite ironically. So DXC's Cloud Right program really helps you to ensure that you assess those workloads correctly, you target the ones that are going to give you the best business value, possibly the best return on investment using our Cloud and advisory practice to do that. And then obviously off the back of that we've got our migration teams and our run services and our application modernization factories and our application platforms for that. So DXC Cloud Right can certainly help our customers on that journey and get that sort of Hybrid Multi Cloud solution that suits their particular outcomes, not just one Cloud provider. >> So Cloud Right isn't just Cloud migration? >> No. >> People sometimes confuse digital transformation with Cloud migration. >> Correct. >> So to be clear Cloud Right and DXC has the ability to work with customers on not just, oh, here, this is how we box it up and ship it out, but what makes sense to box up and ship out. >> Correct, and it's all about that whole end to end life cycle. Remember, this is not just a technology conversation, this is an end to end business conversation. It's the outcomes are important, not the technology. That's why you have good partners like DXC who will help you on that technology journey. >> Let's talk about in the dynamics of the market the last couple of years, we saw so many customers in every industry race to the Cloud, race to digitally transform. You bring up a good point of people interchangeably talking about digital transformation, Cloud migration, but we saw the massive adoption of SaaS technologies. What are you seeing? Are you seeing customers in that sort of Cloud chaos as VMware calls it? That you're coming in with the Cloud Right approach saying, let's actually figure out, you may have done this because of the pandemic maybe it was accelerated, you needed to facilitate collaboration or whatnot, but actually this is the right approach. Are you seeing a lot of customers in that situation? >> We are certainly seeing some customers going into that chaos world. Some of them are still in the early stages of their journey and are taking a more cautious step towards in particular, the companies that would die on systems to be up available all the time. Others have gone too far, the other are in extreme are in the chaos world. And our Cloud Right program will certainly help them to pull their chaos back in, identify what workloads are potentially running in the wrong place, get the framework in place for ensuring that security and governance is in place. Ensuring that we don't have a cost spend blowout in particular, make sure that security is key to everything that we do and operations is key to everything we do. We have our own intelligent Platform X, it's called, our service management platform which is really the engine that sits behind our delivery mechanism. And that's got a whole lot of AI analytics engines in there to identify things and proactively identify workload placements, workload repairs, scripting, and hyper automation behind that too, to keep available here and there. And that's really some of our Cloud Right story, it's not just sorting out the mess, it's sorting out and then running it for you in the right way. >> So what does a typical, a customer engagement look like for a customer in that situation? >> So we would obviously engage our client right advisory team and they would come in and sit down with your application owners, sit down with the business units, identify what success needs to look like. They do all the discovery, they'll run it through our engines to identify what workloads are in the right place, should go to the right place. Just 'cause you can do something doesn't mean you should do something and that's an important thing. So we will come back with that and say, this is where I think your cloud roadmap journey should be. And obviously that takes an intuitive process, but we then can pick off the key topics early at the right time and that low hanging fruit that's really going to drive that value for the customer. >> And where are your customer conversations these days? I mean from a Cloud perspective, digital transformation, we're seeing everything escalate up the C-suite? Are you engaging the executives in this conversation so that they really want to facilitate, let's do things the right way that's the most efficient that allows us as a business to do what we're best at? >> So where we've seen programs fail is where we don't have executive leadership and brought in from day one. So if you don't have that executive and business driver and business leadership, then you're definitely not going to be successful. So to answer your question, yes, of course we are, but we also working directly with the IT departments as well. >> So you just brought up an insight executive alignment, critically important. Based on what you've experienced in the real world, contrast that with the sort of message to the world that we hear constantly about Cloud and IT, what would be the most shocking thing that you can share with us that people might not be aware of? It's like what shocks you the most about the disconnect between what everybody talks about and the reality on the ground? Don't name any names of anyone, but give us an example of the like, this is what's really going on. >> So, we certainly are seeing that big sort of move into Cloud quickly, okay. And then the big bill shock comes and just moving a workload across doesn't mean you're in Cloud, it's a transition and transformation to the SaaS and power services, it's where you get your true value out of cloud. So the concept that just 'cause it's in Cloud it's cheap is not always the case. Doing it right in Cloud is definitely going to have some cost value, but it's going to bring other additional values to their business. It's going to give them agility, it's going to give them resilience. So if you look at all three of those platforms cost, agility, and resilience and live across all three of those, then you're definitely going to get the best outcomes. And we've certainly seen some of those where they haven't taken all of those into consideration, quite often it's cost is what drives it, not the other two. And if you can't keep operations up working efficiently then you are in a lot of trouble. >> So Cloud wrong comes with sticker shock. >> It certainly does. >> What's on the horizon for DXC? >> We're certainly seeing a big drive towards apps modernization and certainly help our customers on that journey. DXC is definitely a Cloud company, may that be on Hybrid Cloud, Private Cloud, Public Cloud, DXC is certainly leading that edge and pushing it forward. >> Excellent, James, thank you so much for joining us on the program today talking about what Cloud Right is, the right approach, how you're helping customers really get to that right approach with the people, the processes, and the technology. We appreciate your time. >> Thank you very much. >> For our guest and Dave Nicholson, I'm Lisa Martin. You're watching theCUBE live from VMware Explorer, 2022. Our next guest joins us momentarily so don't change the channel. (upbeat music)

Published Date : Aug 31 2022

SUMMARY :

Welcome to the program. in our customers at the moment. Yesterday in the keynote, Cloud, it's the right place. is "The Center of the But at the end of the day we of strategic seats at the customer table. that the customers expect. maybe that's not the best way are going to give you with Cloud migration. Right and DXC has the ability important, not the technology. in every industry race to the Cloud, to everything that we So we will come back with that and say, So to answer your question, and the reality on the ground? So the concept that just So Cloud wrong comes DXC is certainly leading that to that right approach with the people, so don't change the channel.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave NicholsonPERSON

0.99+

Lisa MartinPERSON

0.99+

James BionPERSON

0.99+

JamesPERSON

0.99+

San FranciscoLOCATION

0.99+

DXCORGANIZATION

0.99+

VMwareORGANIZATION

0.99+

AWSORGANIZATION

0.99+

second dayQUANTITY

0.99+

2022DATE

0.99+

twoQUANTITY

0.99+

Cloud RightTITLE

0.99+

todayDATE

0.98+

oneQUANTITY

0.98+

Cloud RightTITLE

0.98+

Cloud FirstTITLE

0.98+

more than a thousand clientsQUANTITY

0.98+

YesterdayDATE

0.97+

DXC TechnologyORGANIZATION

0.97+

DXCTITLE

0.97+

threeQUANTITY

0.96+

Hyper scaleORGANIZATION

0.94+

VMware CloudTITLE

0.94+

VMware ExplorerORGANIZATION

0.93+

last couple of yearsDATE

0.92+

up to seven yearsQUANTITY

0.89+

MarvelORGANIZATION

0.88+

CloudTITLE

0.88+

ExplorerTITLE

0.86+

Cloud SmartTITLE

0.82+

VMware Explore 2022TITLE

0.8+

one cloud providerQUANTITY

0.79+

one thingQUANTITY

0.79+

a hundred appsQUANTITY

0.76+

theCUBEORGANIZATION

0.75+

pandemicEVENT

0.73+

Hybrid CloudORGANIZATION

0.71+

Center of the Multi CloudEVENT

0.66+

PlatformTITLE

0.6+

day oneQUANTITY

0.58+

ProvidersORGANIZATION

0.55+

CloudOTHER

0.5+

UniverseTITLE

0.38+

FirstTITLE

0.38+

Vittorio Viarengo, VP of Cross Cloud Services, VMware | VMware Explore 2022


 

(gentle music intro) >> Okay, we're back. We're live here at theCUBE and at VMworld, VMware Explore, formally VMworld. I'm John Furrier with Dave Vellante. Three days of wall to wall coverage, we've got Vittorio Viarengo, the vice president of Cross-Cloud Services at VMware. Vittorio, great to see you, and thanks for coming on theCUBE right after your keynote. I can't get that off my tongue, VMworld. 12 years of CUBE coverage. This is the first year of VMware Explore, formerly VMworld. Raghu said in his keynote, he explained the VMworld community now with multi-clouds that you're in charge of at VMworld, VMware, is now the Explore brand's going to explore the multi-cloud, that's a big part of Raghu's vision and VMware. You're driving it and you are on the stage just now. What's, what's going on? >> Yeah, what I said at my keynote note is that our customers have been the explorer of IT, new IT frontier, always challenging the status quo. And we've been, our legendary engineering team, been behind the scenes, providing them with the tools of the technology to be successful in that journey to the private cloud. And Kelsey said it. What we built was the foundation for the cloud. And now it's time to start a new journey in the multi-cloud. >> Now, one of the things that we heard today clearly was: multi-cloud's a reality. Cloud chaos, Kit Colbert was talking about that and we've been saying, you know, people are chaotic. We believe that. Andy Grove once said, "Reign in the chaos. Let chaos reign, then reign in the chaos." That's the opportunity. The complexity of cross-cloud is being solved. You guys have a vision, take us through how you see that happening. A lot of people want to see this cross-cloud abstraction happen. What's the story from your standpoint, how you see that evolving? >> I think that IT history repeats itself, right? Every starts nice and neat. "Oh, I'm going to buy a bunch of HP servers and my life is going to be good, and oh, this store." >> Spin up an EC2. >> Yeah. Eventually everything goes like this in IT because every vendor do what they do, they innovate. And so that could create complexity. And in the cloud is the complexity on steroid because you have six major cloud, all the local clouds, the cloud pro- local cloud providers, and each of these cloud brings their own way of doing management security. And I think now it's time. Every customer that I talk to, they want more simplicity. You know, how do I go fast but be able to manage the complexity? So that's where cross-cloud services- Last year, we launched a vision, with a sprinkle of software behind it, of building a set of cloud-native services that allow our customers to build, run, manage, secure, and access any application consistently across any cloud. >> Yeah, so you're a year in now, it's not like, I mean, you know, when you come together in a physical event like this, it resonates more, you got the attention. When you're watching the virtual events, you get doing a lot of different things. So it's not like you just stumbled upon this last week. Okay, so what have you learned in the last year in terms of post that launch. >> What we learned is what we have been building for the last five years, right? Because we started, we saw multi-cloud happening before anybody else, I would argue. With our announcement with AWS five, six years ago, right? And then our first journey to multi-cloud was let's bring vSphere on all the clouds. And that's a great purpose to help our customers accelerate their journey of their "legacy" application. Their application actually deliver business to the cloud. But then around two, three years ago, I think Raghu realized that to add value, we needed- customers were already in the cloud, we needed to embrace the native cloud. And that's where Tanzu came in as a way to build application. Tanzu manage, way to secure manage application. And now with Aria, we now have more differentiated software to actually manage this application across- >> Yeah, and Aria is the management plane. That's the rebrand. It's not a new product per se. It's a collection of the VMware stuff, right? Isn't it like- >> No, it's, it's a... >> It's a new product? >> There is a new innovation there because basically they, the engineering team built this graph and Raghu compared it to the graph that Google builds up around about the web. So we go out and crawl all your assets across any cloud and we'll build you this model that now allows you to see what are your assets, how you can manage them, what are the performance and all that, so. No, it's more than a brand. It's, it's a new innovation and integration of a technology that we had. >> And that's a critical component of cross-cloud. So I want to get back to what you said about Raghu and what he's been focused on. You know, I remember interviewing him in 2016 with Andy Jassy at AWS, and that helped clear up the cloud game. But even before that Raghu and I had talked, Dave, on theCUBE, I think it was like 2014? >> Yeah. >> Pat Gelson was just getting on board as the CEO of VMware. Hybrid was very much on the conversation then. Even then it was early. Hybrid was early, you guys are seeing multi-cloud early. >> It was private cloud. >> Totally give you props on that. So VMware gets total props on that, being right on that. Where are we in that journey? 'Cause super cloud, as we're talking about, you were contributing to that initiative in the open with our open source project. What is multi-cloud? Where is it in the status of the customer? I think everyone will agree, multi-cloud is an outcome that's going to happen. It's happening. Everyone has multiple clouds and they configure things differently. Where are we on the progress bar in your mind? >> I think I want to answer that question and go back to your question, which I didn't address, you know, what we are learning from customers. I think that most customers are at the very, very beginning. They're either in the denial stage, like yesterday talked to a customer, I said, "Are you multi-cloud, are you on your multi-cloud journey?" And he said, "Oh we are on-prem and a little bit of Azure." I said, "Oh really? So the bus- "Oh no, well the business unit is using AWS, right? And we are required company that is using-" I said, "Okay, so you are... that customer is in cloud first stage." >> Like you said, we've seen this movie before. It comes around, right? >> Yeah. >> Somebody's going to have to clean that up at some point. >> Yeah, I think a lot, a lot of- the majority customers are either in denial or in the cloud chaos. And some customers are pushing the envelope like SMP. SMP Global, we heard this morning. Somebody has done all the journey in the private cloud with us, and now I said, and I talked to him a few months ago, he told me, "I had to get in front of my developers. Enough of this, you know, wild west. I had to lay down the tracks and galleries for them to build multi-cloud in a way that was, give them choice, but for me, as an operator and a security person, being able to manage it and secure it." And so I think most customers are in that chaos phase right now. Very early. >> So at our Supercloud22 event, we were riffing and I was asking you about, are you going to hide the complexity, yes. But you're also going to give access to the, to the developers if they want access to the primitives. And I said to you, "It sounds like you want to have your cake and eat it too." And you said, "And want to lose weight." And I never followed up with you, so I want to follow up now. By "lose weight," I presume you mean be essentially that platform of choice, right? So you're going to, you're going to simplify, but you're going to give access to the developers for those primitives, if in fact they want one. And you're going to be the super cloud, my word of choice. So my question to you is why, first of all, is that correct, your "lose weight"? And why VMware? >> When I say you, you want a cake, eat it and lose weight, I, and I'm going to sound a little arrogant, it's hard to be humble when you're good. But now I work for a company, I work for a company that does that. Has done it over and over and over again. We have done stuff, I... Sometimes when I go before customers, I say, "And our technology does this." Then the customer gets on stage and I go, "Oh my God, oh my God." And then the customers say, "Yeah, plus I realize that I could also do this." So that's, you know, that's the kind of company that we are. And I think that we were so busy being successful with on-prem and that, you know, that we kind of... the cloud happened. Under our eyes. But now with the multi-cloud, I think there is opportunity for VMware to do it all over again. And we are the right company to do it for two reasons. One, we have the right DNA. We have those engineers that know how to make stuff that was not designed to work together work together and the right partnership because everybody partners with us. >> But, you know, a lot of companies like, oh, they missed cloud, they missed mobile. They missed that, whatever it was. VMware was very much aware of this. You made an effort to do kind of your own cloud initiative, backed off from- and everybody was like, this is a disaster waiting to happen and of course it was. And so then you realize that, you learn from your mistakes, and then you embraced the AWS deal. And that changed everything, it changed... It cleared it up for your customers. I'm not hearing anybody saying that the cross-cloud services strategy, what we call multi, uh, super cloud is wrong. Nobody's saying that's like a failed, you know, strategy. Now the execution obviously is very important. So that's why I'm saying it's different this time around. It's not like you don't have your pulse on it. I mean, you tried before, okay, the strategy wasn't right, it backfired, okay, and then you embraced it. But now people are generally in agreement that there's either a problem or there's going to be a problem. And so you kind of just addressed why VMware, because you've always been in the catbird seat to solve those problems. >> But it is a testament to the pragmatism of the company. Right? You try- In technology, you cannot always get it right, right? When you don't get it right, say, "Okay, that didn't work. What is the next?" And I think now we're onto something. It's a very ambitious vision for sure. But I think if you look at the companies out there that have the muscles and the DNA and the resources to do it, I think VMware is one. >> One of the risks to the success, what's been, you know you watch the Twitter chatter is, "Oh, can VMware actually attract the developers?" John chimed in and said, >> Yeah. >> It's not just the devs. I mean, just devs. But also when you think of DevOps, the ops, right? When you think about securing and having that consistent platform. So when you think about the critical factors for you to execute, you have to have that pass platform, no question. Well, how do you think about, okay, where are the gaps that we really have to get right? >> I think that for us to go and get the developers on board, it's too late. And it's too late for most companies. Developers go with the open source, they go with the path of least resistance. So our way into that, and as Kelsey Hightower said, building new application, more applications, is a team sport. And part of that team is the Ops team. And there we have an entry, I think. Because that's what- >> I think it possible. I think you, I think you're hitting it. And my dev comment, by the way, I've been kind of snarky on Twitter about this, but I say, "Oh, Dev's got it easy. They're sitting in the beach with sunglasses on, you know, having focaccia. >> Doing whatever they want. >> Happy doing whatever they want. No, it's better life for the developer now. Open source is the software industry, that's going great. Shift left in CI/CD pipeline. Developers are faster than ever, they're innovating. It's all self-service, it's all DevOps. It's looking good for the developers right now. And that's why everyone's focused on that. They're driving the change. The Ops team, that was traditional IT Ops, is now DevOps with developers. So the seed change of data and security, which is core, we're hearing a lot of those. And if you look at all the big successes, Snowflake, Databricks, MinIO, who was on earlier with the S3 cloud storage anywhere, this is the new connective tissue that VMware can connect to and extend the operational platform of IT and connect developers. You don't need to win them all over. You just connect to them. >> You just have to embrace the tools that they're using. >> Exactly. >> You just got to connect to them. >> You know, you bring up an interesting point. Snowflake has to win the developers, 'cause they're basically saying, "Hey, we're building an application development platform on top of our proprietary system." You're not saying that. You're saying we're embracing the open source tools that developers are using, so use them. >> Well, we gave it a single pane of glass to manage your application everywhere. And going back to your point about not hiding the underlying primitives, we manage that application, right? That application could be moving around, but nobody prevents that application to use that API underneath. I mean, that's, that can always do that. >> Right, right. >> And, and one of the reason why we had Kelsey Hightower and my keynote and the main keynote was that I think he shows that the template, the blueprint for our customers, our operators, if you want to have- even propel your career forward, look at what he did, right? VI admin, going up the stack storage and everything else, and then eventually embrace Kubernetes, became an expert. Really took the time to understand how modern application were- are built. And now he's a luminary in the industry. So we don't have, all have to become luminary, but you can- our customers right here, doing the labs upstairs, they can propel the career forward in this. >> So summarize what you guys are announcing around cross cloud-services. Obviously Aria, another version, 1.3 of Tanzu. Lay out the sort of news. >> Yeah, so we- With Tanzu, we have one step forward with our developer experience so that, speaking of meeting where they are, with application templates, with ability to plug into their idea of choice. So a lot of innovation there. Then on the IR side, I think that's the name of the game in multi-cloud, is having that object model allows you to manage anything across anything. And then, we talk about cross-cloud services being a vision last year, I, when I launched it, I thought security and networking up there as a cloud, but it was still down here as ploy technology. And now with NSX, the latest version, we brought that control plane in the cloud as a cloud native cross-cloud service. So, lot of meat around the three pillars, development, the management, and security. >> And then the complementary component of vSphere 8 and vSAN 8 and the whole DPU thing, 'cause that's, 'cause that's cloud, right? I mean, we saw what AWS did with Nitro. >> Yeah. >> Five, seven years ago. >> That's the consumption model cloud. >> That's the future of computing architecture. >> And the licensing model underneath. >> Oh yeah, explain that. Right, the universal licensing model. >> Yeah, so basically what we did when we launch cloud universal was, okay, you can buy our software using credit that you have on AWS. And I said, okay, that's kind of hybrid cloud, it's not multi-cloud, right? But then we brought in Google and now the latest was Microsoft. Now you can buy our software for credits and investment that our customers already have with these great partners of ours and use it to consume as a subscription. >> So that kind of changes your go-to-market and you're not just chasing an ELA renewal now. You're sort of thinking, you're probably talking to different people within the organizations as well, right? So if I can use credits for whatever, Google, for Azure, for on-prem, for AWS, right? Those are different factions necessarily in the organization. >> So not just the technology's multi-cloud, but also the consumption model is truly multi-cloud. >> Okay, Vittorio, what's next? What's the game plan? What do you have going on? It's getting good traction here again, like Dave said, no one's poo-pooing cross-cloud services. It is kind of a timing market forces. We were just talking before you came on. Oh, customers don't- may not think they have a problem, whether they're the frog boiling water or not, they will have the problem coming up or they don't think they have a problem, but they have chaos reigning. So what's next? What are you doing? Is it going to be new tech, new market? What is the plan? >> So I think for, if I take my bombastic kind of marketing side of me hat off and I look at the technology, I think the customers in these scales wants to be told what to do. And so I think what we need to do going forward is articulate these cross-cloud services use cases. Like okay, what does mean to have an application that uses a service over here, a service over there, and then show the value of getting this component from one company? Because cross-cloud services at your event, how many vendors were there? 20? 30? >> Yeah. >> So the market is there. I mean, these are all revenue-generating companies, right, but they provide a piece of the puzzle. Our ambition is to provide a platform approach. And so we need to articulate better, what are the advantages of getting these components management, security, from- >> And Kit, Kit was saying, it's a hybrid kind of scenario. I was kind of saying, oh, putting my little business school scenario hat on, oh yeah, you go hardcore competitive, best product wins, kill or be killed, compete and win. Or you go open and you create a keiretsu, create a consortium, and get support, standardize or defacto standardize a bunch of it, and then let everyone monetize or participate. >> Yeah, we cannot do it alone. >> What's the approach? What's the approach you guys want to take? >> So I think whatever possible, first of all, we're not going to do it alone. Right, so the ecosystem is going to play a part and if the ecosystem can come together around the consortium or a standard that makes sense for customers? Absolutely. >> Well, and you say, nobody's poo-pooing it, and I stand by that. But they are saying, and I think it is true, it's hard, right? It's a very challenging, ambitious goal that you have. But yeah, you've got a track record of- >> I mean the old playbook, >> Exactly! >> The old playbooks are out. I mean, I always say, the old kill and be highly competitive strategy. Proprietary is dead. And then if you look at the old way of winning was, okay, you know, we're going to lock customers in- >> What do you mean proprietary is dead? Proprietary's not dead. >> No, I mean like, I'm talking- Okay, I'm talking about how people sell. Enterprise companies love to create, simplify, create value with chaos like okay, complexity with more complexity. So that's over, you think that's how people are marketing? >> No, no, it's true. But I mean, we see a lot of proprietary out there. >> Like what? >> It's still happening. Snowflake. (laughing) >> Tell that to the entire open store software industry. >> Right, well, but that's not your play. I mean, you have to have some kind of proprietary advantage. >> The enterprise playbook used to be solve complexity with complexity, lock the customers in. Cloud changed all that with open. You're a seasoned marketer, you're also an executive. You have an interesting new wave. How do you market to the enterprise in this new open way? How do you win? >> For us, I think we have that relationship with the C-level and we have delivered for them over and over again. So our challenge from a marketing perspective is to educate these executives about all that. And the fact that we didn't have this user conference in person didn't help, right? And then show that value to the operator so that they can help us just like we did in the past. I mean, our sales motion in the past was we made these people- I told them today, you were the heroes. When you virtualized, when you brought down 1000 servers to 80, you were the hero, right? So we need to empower them with the technology and the know-how to be heroes again in multi-cloud. And I think the business will take care of itself. >> Okay final question from me, and Dave might have another one of his, everybody wanted to know this year at VMworld, VMware Explore, which is the new name, what would it look like? What would the vibe be? Would people show up? Would it be vibrant? Would cross-cloud hunt? Would super cloud be relevant? I got to say looking at the floor last night, looking at the keynotes, looking at the perspective, it seems to look like, oh, people are on board. What is your take on this? You've been talking to customers, you're talking to people in the hallways. You've been brief talking to all the analysts. What is the vibe about this year's Explore? >> I think, you've been covering us for a long time, this is a religious following we have. And we don't take it for granted. I told the audience today, this to us is a family reunion and we couldn't be, so we got a sense of like, that's what I feels like the family is back together. >> And there's a wave coming too. It's not like business is dying. It's like a whole 'nother. Another wave is coming. >> It's funny you mention about the heroes. 'Cause I go back, I don't really have my last question, but it's just the last thought is, I remember the first time I saw a demo of VMware and I went, "Holy crap, wow. This is totally game changing." I was blown away. Right, like you said, 80 servers down to just a couple of handfuls. This is going to change everything. And that's where it all started. You know, I mean, I know it started in workstations, but that's when it really became transformational. >> Yeah, so I think we have an opportunity to do it over again with the family that is here today, of which you guys consider family as well. >> All right, favorite part of the keynote and then we'll wrap up. What was your favorite part of the keynote today? >> I think the excitement from the developer people that were up there. Kelsey- >> The guy who came after Kelsey, what was his name? I didn't catch it, but he was really good. >> Yeah, I mean, it's, what it's all about, right? People that are passionate about solving hard problems and then cannot wait to share it with the community, with the family. >> Yeah. I love the one line, "You kids have it easy today. We walk to school barefoot in the snow back in the day." >> Uphill, both ways. >> Broke the ice to wash our face. >> Vittorio, great to see you, great friend of theCUBE, CUBE alumni, vice president of cross-cloud serves at VMware. A critical new area that's harvesting the fruits coming off the tree as VMware invested in cloud native many years ago. It's all coming to the market, let's see how it develops. Congratulations, good luck, and we'll be back with more coverage here at VMware Explore. I'm John Furrier with Dave Vellante. Stay with us after the short break. (gentle music)

Published Date : Aug 30 2022

SUMMARY :

is now the Explore brand's going And now it's time to start a What's the story from your standpoint, and my life is going to be And in the cloud is the I mean, you know, when you come together for the last five years, right? Yeah, and Aria is the management plane. and Raghu compared it to the and that helped clear up the cloud game. on board as the CEO of VMware. in the open with our open source project. I said, "Okay, so you are... Like you said, we've Somebody's going to have to in the private cloud with us, So my question to you is why, and the right partnership that the cross-cloud services strategy, and the resources to do it, of DevOps, the ops, right? And part of that team is the Ops team. And my dev comment, by the way, and extend the operational platform of IT the tools that they're using. the open source tools And going back to your point And now he's a luminary in the industry. Lay out the sort of news. So, lot of meat around the three pillars, I mean, we saw what AWS did with Nitro. That's the future of Right, the universal licensing model. and now the latest was Microsoft. in the organization. So not just the What is the plan? and I look at the technology, So the market is there. oh yeah, you go hardcore and if the ecosystem can come Well, and you say, And then if you look at What do you mean proprietary is dead? So that's over, you think But I mean, we see a lot It's still happening. Tell that to the entire I mean, you have to have some lock the customers in. and the know-how to be What is the vibe about the family is back together. And there's a wave coming too. I remember the first time to do it over again with the All right, favorite part of the keynote from the developer people I didn't catch it, but he was really good. and then cannot wait to I love the one line, "You that's harvesting the

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

Dave VellantePERSON

0.99+

Andy GrovePERSON

0.99+

Pat GelsonPERSON

0.99+

KelseyPERSON

0.99+

Andy JassyPERSON

0.99+

JohnPERSON

0.99+

Vittorio ViarengoPERSON

0.99+

2016DATE

0.99+

AWSORGANIZATION

0.99+

2014DATE

0.99+

VMwareORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

Kit ColbertPERSON

0.99+

VittorioPERSON

0.99+

SMP GlobalORGANIZATION

0.99+

RaghuPERSON

0.99+

GoogleORGANIZATION

0.99+

John FurrierPERSON

0.99+

Last yearDATE

0.99+

HPORGANIZATION

0.99+

Cross Cloud ServicesORGANIZATION

0.99+

12 yearsQUANTITY

0.99+

OneQUANTITY

0.99+

CUBEORGANIZATION

0.99+

last yearDATE

0.99+

DatabricksORGANIZATION

0.99+

80QUANTITY

0.99+

eachQUANTITY

0.99+

Kelsey HightowerPERSON

0.99+

VMworldORGANIZATION

0.99+

80 serversQUANTITY

0.99+

todayDATE

0.99+

yesterdayDATE

0.99+

two reasonsQUANTITY

0.99+

TanzuORGANIZATION

0.99+

SnowflakeORGANIZATION

0.98+

last nightDATE

0.98+

VMware ExploreORGANIZATION

0.98+

FiveDATE

0.98+

first yearQUANTITY

0.98+

six years agoDATE

0.98+

first stageQUANTITY

0.98+

MinIOORGANIZATION

0.98+

vSphereTITLE

0.98+

last weekDATE

0.98+

1000 serversQUANTITY

0.98+

SMPORGANIZATION

0.98+

seven years agoDATE

0.98+

this yearDATE

0.97+

both waysQUANTITY

0.97+

Three daysQUANTITY

0.97+

three years agoDATE

0.97+

AriaORGANIZATION

0.97+

first journeyQUANTITY

0.97+

Supercloud22EVENT

0.97+

NSXORGANIZATION

0.97+

Sheila Rohra & Omer Asad, HPE Storage | HPE Discover 2022


 

>> Announcer: "theCUBE" presents HPE Discover 2022. Brought to you by HPE. >> Welcome back to HPE Discover 2022. You're watching "theCUBE's" coverage. This is Day 2, Dave Vellante with John Furrier. Sheila Rohra is here. She's the Senior Vice President and GM of the Data Infrastructure Business at Hewlett Packard Enterprise, and of course, the storage division. And Omer Asad. Welcome back to "theCUBE", Omer. Senior Vice President and General Manager for Cloud Data Services, Hewlett Packard Enterprise storage. Guys, thanks for coming on. Good to see you. >> Thank you. Always a pleasure, man. >> Thank you. >> So Sheila, I'll start with you. Explain the difference. The Data Infrastructure Business and then Omer's Cloud Data Services. You first. >> Okay. So Data Infrastructure Business. So I'm responsible for the primary secondary storage. Basically, what you physically store, the data in a box, I actually own that. So I'm going to have Omer explain his business because he can explain it better than me. (laughing) Go ahead. >> So 100% right. So first, data infrastructure platforms, primary secondary storage. And then what I do from a cloud perspective is wrap up those things into offerings, block storage offerings, data protection offerings, and then put them on top of the GreenLake platform, which is the platform that Antonio and Fidelma talked about on main Keynote stage yesterday. That includes multi-tenancy, customer subscription management, sign on management, and then on top of that we build services. Services are cloud-like services, storage services or block service, data protection service, disaster recovery services. Those services are then launched on top of the platform. Some services like data protection services are software only. Some services are software plus hardware. And the hardware on the platform comes along from the primary storage business and we run the control plane for that block service on the GreenLake platform and that's the cloud service. >> So, I just want to clarify. So what we maybe used to know as 3PAR and Nimble and StoreOnce. Those are the products that you're responsible for? >> That is the primary storage part, right? And just to kind of show that, he and I, we do indeed work together. Right. So if you think about the 3PAR, the primary... Sorry, the Primera, the Alletras, the Nimble, right? All that, right? That's the technology that, you know, my team builds. And what Omer does with his magic is that he turns it into HPE GreenLake for storage, right? And to deliver as a service, right? And basically to create a self-service agility for the customer and also to get a very Cloud operational experience for them. >> So if I'm a customer, just so I get this right, if I'm a customer and I want Hybrid, that's what you're delivering as a Cloud service? >> Yes. >> And I don't care where the data is on-premises, in storage, or on Cloud. >> 100%. >> Is that right? >> So the way that would work is, as a customer, you would come along with the partner, because we're 100% partner-led. You'll come to the GreenLake Console. On the GreenLake Console, you will pick one of our services. Could be a data protection service, could be the block storage service. All services are hybrid in nature. Public Cloud is 100% participant in the ecosystem. You'll choose a service. Once you choose a service, you like the rate card for that service. That rate card is just like a hyperscaler rate card. IOPS, Commitment, MINCOMMIT's, whatever. Once you procure that at the price that you like with a partner, you buy the subscription. Then you go to console.greenLake.com, activate your subscription. Once the subscription is activated, if it's a service like block storage, which we talked about yesterday, service will be activated, and our supply chain will send you our platform gear, and that will get activated in your site. Two things, network cable, power cable, dial into the cloud, service gets activated, and you have a cloud control plane. The key difference to remember is that it is cloud-consumption model and cloud-operation model built in together. It is not your traditional as a service, which is just like hardware leasing. >> Yeah, yeah, yeah. >> That's a thing of the past. >> But this answers a question that I had, is how do you transfer or transform from a company that is, you know, selling boxes, of course, most of you are engineers are software engineers, I get that, to one that is selling services. And it sounds like the answer is you've organized, I know it's inside baseball here, but you organize so that you still have, you can build best of breed products and then you can package them into services. >> Omer: 100%. 100%. >> It's separate but complementary organization. >> So the simplest way to look at it would be, we have a platform side at the house that builds the persistence layers, the innovation, the file systems, the speeds and feeds, and then building on top of that, really, really resilient storage services. Then how the customer consumes those storage services, we've got tremendous feedback from our customers, is that the cloud-operational model has won. It's just a very, very simple way to operate it, right? So from a customer's perspective, we have completely abstracted away out hardware, which is in the back. It could be at their own data center, it could be at an MSP, or they could be using a public cloud region. But from an operational perspective, the customer gets a single pane of glass through our service console, whether they're operating stuff on-prem, or they're operating stuff in the public cloud. >> So they get storage no matter what? They want it in the cloud, they got it that way, and if they want it as a service, it just gets shipped. >> 100%. >> They plug it in and it auto configures. >> Omer: It's ready to go. >> That's right. And the key thing is simplicity. We want to take the headache away from our customers, we want our customers to focus on their business outcomes, and their projects, and we're simplifying it through analytics and through this unified cloud platform, right? On like how their data is managed, how they're stored, how they're secured, that's all taken care of in this operational model. >> Okay, so I have a question. So just now the edge, like take me through this. Say I'm a customer, okay I got the data saved on-premise action, cloud, love that. Great, sir. That's a value proposition. Come to HPE because we provide this easily. Yeah. But now at the edge, I want to deploy it out to some edge node. Could be a tower with Telecom, 5G or whatever, I want to box this out there, I want storage. What happens there? Just ship it out there and connects up? Does it work the same way? >> 100%. So from our infrastructure team, you'll consume one or two platforms. You'll consume either the Hyperconverged form factor, SimpliVity, or you might convert, the Converged form factor, which is proliant servers powered by Alletras. Alletra 6Ks. Either of those... But it's very different the way you would procure it. What you would procure from us is an edge service. That edge service will come configured with certain amount of compute, certain amount of storage, and a certain amount of data protection. Once you buy that on a dollars per gig per month basis, whichever rate card you prefer, storage rate card or a VMware rate card, that's all you buy. From that point on, the platform team automatically configures the back-end hardware from that attribute-based ordering and that is shipped out to your edge. Dial in the network cable, dial in the power cable, GreenLake cloud discovers it, and then you start running the- >> Self-service, configure it, it just shows up, plug it in, done. >> Omer: Self-service but partner-led. >> Yeah. >> Because we have preferred pricing for our partners. Our partners would come in, they will configure the subscriptions, and then we activate those customers, and then send out the hardware. So it's like a hyperscaler on-prem at-scale kind of a model. >> Yeah, I like it a lot. >> So you guys are in the data business. You run the data portion of Hewlett Packard Enterprise. I used to call it storage, even if we still call it storage but really, it's evolving into data. So what's your vision for the data business and your customer's data vision, if you will? How are you supporting that? >> Well, I want to kick it off, and then I'm going to have my friend, Omer, chime in. But the key thing is that what the first step is is that we have to create a unified platform, and in this case we're creating a unified cloud platform, right? Where there's a single pane of glass to manage all that data, right? And also leveraging lots of analytics and telemetry data that actually comes from our infosite, right? We use all that, we make it easy for the customer, and all they have to say, and they're basically given the answers to the test. "Hey, you know, you may want to increase your capacity. You may want to tweak your performance here." And all the customers are like, "Yes. No. Yes, no." Basically it, right? Accept and not accept, right? That's actually the easiest way. And again, as I said earlier, this frees up the bandwidth for the IT teams so then they actually focus more on the business side of the house, rather than figuring out how to actually manage every single step of the way of the data. >> Got it. >> So it's exactly what Sheila described, right? The way this strategy manifests itself across an operational roadmap for us is the ability to change from a storage vendor to a data services vendor, right? >> Sheila: Right. >> And then once we start monetizing these data services to our customers through the GreenLake platform, which gives us cloud consumption model and a cloud operational model, and then certain data services come with the platform layer, certain data services are software only. But all the services, all the data services that we provide are hybrid in nature, where we say, when you provision storage, you could provision it on-prem, or you can provision it in a hyperscaler environment. The challenge that most of our customers have come back and told us, is like, data center control planes are getting fragmented. On-premises, I mean there's no secrecy about it, right? VMware is the predominant hypervisor, and as a result of that, vCenter is the predominant configuration layer. Then there is the public cloud side, which is through either Ajour, or GCP, or AWS, being one of the largest ones out there. But when the customer is dealing with data assets, the persistence layer could be anywhere, it could be in AWS region, it could be your own data center, or it could be your MSP. But what this does is it creates an immense amount of fragmentation in the context in which the customers understand the data. Essentially, John, the customers are just trying to answer three questions: What is it that I store? How much of it do I store? Should I even be storing it in the first place? And surprisingly, those three questions just haven't been answered. And we've gotten more and more fragmented. So what we are trying to produce for our customers, is a context to ware data view, which allows the customer to understand structured and unstructured data, and the lineage of how it is stored in the organization. And essentially, the vision is around simplification and context to ware data management. One of the key things that makes that possible, is again, the age old infosite capability that we have continued to hone and develop over time, which is now up to the stage of like 12 trillion data points that are coming into the system that are not corroborated to give that back. >> And of course cost-optimizing it as well. We're up against the clock, but take us through the announcements, what's new from when we sort of last talked? I guess it was in September. >> Omer: Right. >> Right. What's new that's being announced here and, or, you know, GA? >> Right. So three major announcements that came out, because to keep on establishing the context when we were with you last time. So last time we announced GreenLake backup and recovery service. >> John: Right. >> That was VMware backup and recovery as a complete cloud, sort of SaaS control plane. No backup target management, no BDS server management, no catalog management, it's completely a SaaS service. Provide your vCenter address, boom, off you go. We do the backups, agentless, 100% dedup enabled. We have extended that into the public cloud domain. So now, we can back up AWS, EC2, and EBS instances within the same constructs. So a single catalog, single backup policy, single protection framework that protects you both in the cloud and on-prem, no fragmentation, no multiple solutions to deploy. And the second one is we've extended our Hyperconverged service to now be what we call the Hybrid Cloud On-Demand. So basically, you go to GreenLake Console control plane, and from there, you basically just start configuring virtual machines. It supports VMware and AWS at the same time. So you can provision a virtual machine on-prem, or you can provision a virtual machine in the public cloud. >> Got it. >> And, it's the same framework, the same catalog, the same inventory management system across the board. And then, lastly, we extended our block storage service to also become hybrid in nature. >> Got it. >> So you can manage on-prem and AWS, EBS assets as well. >> And Sheila, do you still make product announcements, or does Antonio not allow that? (Omer laughing) >> Well, we make product announcements, and you're going to see our product announcements actually done through the HPE GreenLake for block storage. >> Dave: Oh, okay. >> So our announcements will be coming through that, because we do want to make it as a service. Again, we want to take all of that headache of "What configuration should I buy? How do I actually deploy it? How do I...?" We really want to take that headache away. So you're going to see more feature announcements that's going to come through this. >> So feature acceleration through GreenLake will be exposed? >> Absolutely. >> This is some cool stuff going on behind the scenes. >> Oh, there's a lot good stuff. >> Hardware still matters, you know. >> Hardware still matters. >> Does it still matter? Does hardware matter? >> Hardware still matters, but what matters more is the experience, and that's actually what we want to bring to the customer. (laughing) >> John: That's good. >> Good answer. >> Omer: 100%. (laughing) >> Guys, thanks so much- >> John: Hardware matters. >> For coming on "theCUBE". Good to see you again. >> John: We got it. >> Thanks. >> And hope the experience was good for you Sheila. >> I know, I know. Thank you. >> Omer: Pleasure as always. >> All right, keep it right there. Dave Vellante and John Furrier will be back from HPE Discover 2022. You're watching "theCUBE". (soft music)

Published Date : Jun 29 2022

SUMMARY :

Brought to you by HPE. and of course, the storage division. Always a pleasure, man. Explain the difference. So I'm responsible for the and that's the cloud service. Those are the products that That's the technology that, you know, the data is on-premises, On the GreenLake Console, you And it sounds like the Omer: 100%. It's separate but is that the cloud-operational and if they want it as a and it auto configures. And the key thing is simplicity. So just now the edge, and that is shipped out to your edge. it just shows up, plug it in, done. and then we activate those customers, for the data business the answers to the test. and the lineage of how it is And of course and, or, you know, GA? establishing the context And the second one is we've extended And, it's the same framework, So you can manage on-prem the HPE GreenLake for block storage. that's going to come through this. going on behind the scenes. and that's actually what we Omer: 100%. Good to see you again. And hope the experience I know, I know. Dave Vellante and John

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
SheilaPERSON

0.99+

JohnPERSON

0.99+

DavePERSON

0.99+

Sheila RohraPERSON

0.99+

Dave VellantePERSON

0.99+

SeptemberDATE

0.99+

Dave VellantePERSON

0.99+

three questionsQUANTITY

0.99+

Hewlett Packard EnterpriseORGANIZATION

0.99+

100%QUANTITY

0.99+

AWSORGANIZATION

0.99+

John FurrierPERSON

0.99+

oneQUANTITY

0.99+

OmerPERSON

0.99+

John FurrierPERSON

0.99+

two platformsQUANTITY

0.99+

Omer AsadPERSON

0.99+

firstQUANTITY

0.99+

HPEORGANIZATION

0.99+

NimbleORGANIZATION

0.99+

first stepQUANTITY

0.99+

console.greenLake.comOTHER

0.99+

yesterdayDATE

0.99+

second oneQUANTITY

0.99+

OneQUANTITY

0.99+

AntonioPERSON

0.98+

12 trillion data pointsQUANTITY

0.98+

Two thingsQUANTITY

0.98+

AlletrasORGANIZATION

0.97+

HPE StorageORGANIZATION

0.97+

5GORGANIZATION

0.97+

theCUBETITLE

0.97+

bothQUANTITY

0.95+

GALOCATION

0.95+

StoreOnceORGANIZATION

0.95+

EBSORGANIZATION

0.94+

three major announcementsQUANTITY

0.94+

Cloud Data ServicesORGANIZATION

0.93+

PrimeraORGANIZATION

0.92+

AjourORGANIZATION

0.9+

GreenLakeORGANIZATION

0.9+

single paneQUANTITY

0.88+

single backup policyQUANTITY

0.86+

single catalogQUANTITY

0.86+

Day 2QUANTITY

0.85+

single protection frameworkQUANTITY

0.84+

VMwareTITLE

0.82+

theCUBEORGANIZATION

0.82+

EC2TITLE

0.79+

Alletra 6KsTITLE

0.77+

VMwareORGANIZATION

0.73+

KeynoteEVENT

0.72+

single stepQUANTITY

0.72+

HPE DiscoverORGANIZATION

0.7+

dollars per gigQUANTITY

0.7+

Carl Perry, Snowflake | Snowflake Summit 2022


 

(calm music) >> Welcome to theCUBE's live coverage of Snowflake Summit '22 from Las Vegas, Caesars Forum. Lisa Martin here with Dave Vellante, we're going to unpack some really cool stuff next, in the next 10 minutes with you, Carl Perry joins us, the Director of Product Management at Snowflake, he's here to talk about Snowflake's new Unistore workloads, how it's driving the next phase of innovation, welcome to the program. >> Oh, thank you so much for having me, this is awesome. >> There's a ton of momentum here, I saw the the numbers from fiscal 23Q1, product revenue 394 million, 85% growth, a lot of customers here, the customer growth is incredible as well, talk to us about Unistore, what is it? Unpack it and how have the customers been influential in it's development? >> Yeah, so Unistore is a way for customers to take their transactional workloads, for their enterprise applications and now have them run on or be built on top of Snowflake and now, you have your transactional data, along with all of your historical data, so now you have a single unified platform for doing anything you need to do with your data, whether it's transactional, single row look-ups, we can do that, whether it's the analytical data across again, transactional and historical data in a single query, our customers are super excited about this. >> So, what are Hybrid Tables? Is that just an extension of external tables? >> Yeah, that's a great question. So, Hybrid Tables are a new table-type that we've added to Snowflake and Hybrid Tables are really kind of just like another table with a couple of key differences, so number one is that Hybrid Tables provide fast, fine-grain read and write operations, so when you do something like a select star from customers where customer ID=832, that's going to return extremely fast, but on top of that same data, your transactional data, you can actually perform amazing analytical queries that return extremely fast and that's what Hybrid Tables at their core are. >> So, what does this mean for, so you're bringing that world of transaction and analytics together, what does it mean for customers? Walk us through Carl, an example of- >> Yeah, so it's great, so Adobe is a customer that is looking at using and leveraging Hybrid Tables today, and then more broadly Unistore, and frankly, Adobe has been an amazing customer since they started their journey, just really quickly, they're in phase three, the first phase was customers had data in Snowflake that they wanted to take advantage of with the Adobe Campaign Platform and so what they did is they built a connector basically into and being able to access customer data, and then they started to look at, "Well, this thing's working really well, let's try to leverage Snowflake for all our analytical needs." And so that was kind of phase two, and now phase three is like, look let's go and reimagine what we can do with the Adobe Campaign Platform by having both the transactional and analytical data in the same platform, so that they can really enable their customers to do personalization, ad campaign management, understanding the ethicacy of those things at a scale that they haven't been able to do before. >> Prior to this capability, they would what? Have to go outside of the Snowflake Data Cloud? And do something else? And then come back in? >> Exactly, right? So, they'd have a transactional system where all of the transactional state for what the customer was doing inside Adobe Campaign, setting up all their campaigns and everything, and that would be stored inside a database, right? And then they would need to ensure that, that data was moved over to Snowflake for further analytical purposes, right? You know you imagine the complexity that our customers have to manage every single day, a separate transactional system, an ETL pipeline to keep that data flowing and then Snowflake, right? And with Unistore, we really believe that customers will be able to remove that complexity from their lives and have that single platform that really makes their lives easier. >> I mean, they'll still have a transactional system, will they not? Or do you see a day where they sort of sunset that? >> I mean, there's a set of workloads that are not going to be the best choice today for Unistore and Hybrid Tables, right? And so we know that customers will continue to have their own transactional systems, right? And there's lots of transactional systems that customers rely and have entire applications, and systems built around, right? Right now with Hybrid Tables and Unistore, customers can take those enterprise applications, not consumer-facing applications and move them over to leverage Snowflake, and then really think about re-imagining how they can use their data that's both realtime transactional, as well as all the historical data without the need to move things between systems or use a ton of different services. >> The Adobe example that you just gave seems like, I loved how you described the phases they're in, they're discovering, it's like peeling the onion and just discovering more, and more, but what it sounds like is that Snowflake has enabled Adobe to transform part of it's business, how is Unistore positioned to be so transformational for your customers? >> Well, I mean I think there's a couple of things, so one, they have this like level of complexity today for a set of applications that they can completely stop worrying about, right? No need to maintain that separate transactional system for that again, enterprise application, no need to maintain that ETL pipeline, that's kind of like one step, the next step is, I mean all your data's in Snowflake, so you can start leveraging that data for insight and action immediately, there's no delay in being able to take advantage of that data, right? And then number three, which I think is the most compelling part is because it's part of Snowflake, you getting the benefit of Snowflake's entire ecosystem, whether it's first party capabilities like easy to manage and enforce really powerful governance, and security policies, right? Being able to take data from the market place and actually join it with my realtime transactional data, this is game-changing and then most importantly is the third-party ecosystem of partners who are building all these incredible solutions on top of Snowflake, I can't even begin to imagine what they're going to do with Hybrid Tables in Unistore. >> So, Carl I have to ask you, so I talked to a lot of customers and I talked to a lot of technology companies, explain, so Snowflake obviously was the first to separate compute from storage and you know the cloud, cloud database and then tons of investment came into that space, kind of follow you on, so that's cool, you reached escape velocity, awesome, but a lot of the companies that I talked to are saying, "We're converging transaction and analytics," I think (speaking softly) calls it HTAP or something, they came up with a name, explain the difference between what you're doing and what everybody else is doing, and why, what customer benefits you're delivering? >> Yeah, so I mean I think that's a really great question and to use the term you used HTAP, right? It's a industry understood term, really when people think about HTAP, what that is about is taking your transactional data that you have and enabling you to do fast analytical capabilities on that, and that's great, but there are a couple of problems that historical HTAP solutions have suffered from, so number one, that acceleration, that colander format of data is all in memory, so you're bound by the total amount of memory that you can use to accelerate the queries that you want to, so that's kind of problem one, this is not the approach that Snowflake is taking, most importantly, it's not just about accelerating queries on transactional data, whether it's a single-row lookup or a complex aggregate, it's about being able to leverage that data within the data cloud, right? I don't want to have a separate dataset on a transactional system or an HTAP system that can give me great analytics on transactional data and then I can't use it with all the other data that I have, it's truly about enabling the transformation with the data cloud and completely taking away silos, so that your data, whether it's realtime, whether it's historical, can be treated as a single dataset, this is the key thing that is different about Unistore, you can take the power of the data cloud, all of it, all of the partners, all the solutions and all the capabilities we continue to add, and leverage your data in ways that nobody's thought of possible before. >> Governance is a huge, huge component of that, right? So, in the press release, you have this statement, "As part of the Unistore Snowflake is introducing Hybrid Tables," you explained that, "Which offer fast, single-row operations and allow customers to build transactional business applications directly on Snowflake"- >> Yep. >> That's a little interesting tidbit, so you expect customers are going to build transactional applications inside the data cloud? And somewhat minimize the work that is going to be required by their existing transactional databases, correct? >> Exactly and I think, so let me say a couple things on this, right? So, first of all, there's a class of applications that will be able to just build on top of Hybrid Tables and run on Snowflake directly, for their transactional needs, I think what's super interesting here though is when you again start to talk about all your data, one example that we're going to walk through tomorrow in our talk is being able to do a transaction that updates data in a Hybrid Table and then updates data in a Standard Snowflake Table, and then either being able to atomically commit, or rollback that transaction, this is a transaction that's spanning multiple different table types inside Snowflake and you'll have consistency of either the rollback or the commit, this type of functionality doesn't exist elsewhere and being able to take, and build transactional applications with these capabilities, we think is transformative- >> And that's all going to happen inside the Snowflake Data Cloud, with all the capabilities and it's not like you know what you're doing with Dell and Pure, it's nice, but it's read-only, you can't you know add and delete, and do all that stuff, this is Native? First class citizen inside the database? >> Yep, just like other table types, you'll be able to take on and leverage the power of the data cloud as a normal table that you'd be able to use elsewhere. >> Got to ask you, your energy in the way that you're talking about this is fantastic, the transformation that it's going to be, how central it is to the product innovations that Snowflake is coming out with, what's been the feedback from customers? As there's so many thousands of folks here today, the keynote was standing in your room only, there was an overflow, what are you hearing on the floor here? >> Well, I mean, I think it was funny in the talk when I announced that primary keys are going to be required and enforced, and we got a standing ovation, I was like, "Wow, I didn't expect people to be so excited about primary key enforcement." I mean, what's been amazing both about the private preview and the feedback we're getting there, and then some of the early feedback we're getting from customers is that they want to understand and they're really thinking about like, "Wait, I can use Snowflake for all of this now?" And honestly I think that people are kind of like, "But wait, what would I do if I could have those applications running on Snowflake and not have to worry about multiple systems? Wait, I can combine it with all my historical data and anything that's in the data cloud, like what can I do?" Is the question they're asking and I think that this is the most fascinating thing, customers are going to build things they haven't been able to build before and I'm super excited to see what they do. >> But more specifically, my takeaway is that customers, actually application builders are going to be able to build applications that have data inherent to those apps, I mean John Furrier years ago said, "You know data is the new development kit." And it never happened the data, the data stack if you will separate from the application development stack, you're bringing those two worlds together, so what do you think the implications are of that? >> Well, I mean I think that we're going to dramatically simplify our customers lives, right? A thing that we focus on at Snowflake is relentless customer innovation, so we can make their lives better, so I mean frankly we talk to customers like, "Wait, I can do all this? Wait, are you sure that I'll be able to do this?" And we walk through what we can do, and what we can't do, and they really are like, "Wow, this could just dramatically simplify our lives and wait, what could we do with our data here?" And so, I think with the announcement of Unistore, and also all the Native app stuff that we're announcing today, I think we're really trying to enable customers and app developers there to think about, and being able to leverage Snowflake as their transactional system, the system of source, so I mean, I'm super excited about this, I came to Snowflake to work on this and I'm like, "Can't believe we get to talk about it." >> How do you, how, how? How does this work? What's the secret sauce behind it? Is it architecture or is it? >> Yeah, so I mean I think a big part of it is the architecture that we chose, so you know number one, a key product philosophy that we have at Snowflake is we have one product, we don't have many, we don't put the onus of complexity onto our customers and so building that into Snowflake is actually really hard, so underlying Hybrid Tables, which is the feature that powers Unistore is a row storage engine, a row-based storage engine, right? And then data is asynchronously copied over into a colander format and what this provides, because it's just another table that's deeply integrated with Snowflake is the compiler's completely aware of this, so you can write a query that spans multiple tables and take advantage of it, and we'll take over all the complexity, whether it needs to be a fast response to a single-row lookup, or it needs to aggregate and scan a ton of data, we'll make sure that we choose the right thing and provide you with the best performance that we have- >> You built that intelligence inside of that? >> Completely built in and amazing, but provided in a very simple fashion. >> You said you came to Snowflake to do this? How long ago was that? >> I came here a little over a year and a half. >> Okay, and had they started working on this obviously beforehand, or at least envisioning it, right? >> Yeah, this I mean, this is absolutely incredible, I have been working on this now for a year and a half, some of the team members have been working on it for more and it's incredible to finally be able to talk to customers and everybody about it, and for them to tell us what they're trying to do. I've already talked to a bunch of customers like, "Well wait, I could do this, or this, what about this scenario?" And it's awesome to hear their requirements, right? The thing that's been most amazing and you'll hear it in the talk tomorrow with Adobe who's been a great customer is like, "Customers give us insanely hard requirements." And what I love about this company is not, "Well, you know it's easier to do it this way." It's like, "No, how can we actually make their life easier?" And so, we really focus on doing that with Snowflake. >> And that's one of the things Frank talked about this morning with that mission alignment being critical there. So, it's in private preview now, when can folks expect to get their hands on it? >> Well, we don't have a date right now we're talking about, but you can go signup to be notified of the public preview when we get there, I think it's like snowflake.com/try-unistore, but we'll publish that later and you know if you're interested in the private preview, talk to your account team and we'll see if we can get you in. >> Carl, thank you so much for joining Dave and me in an action-packed 15 minutes, talking about the power of Unistore, what it's going to enable organizations to do and it sounds like you're tapping the surface, there's just so much more innovation that's to come, you're going to have to come back. >> Yes, that sounds awesome, thank you so much. >> Our pleasure. For Carl and Dave Vellante, I'm Lisa Martin, you're watching theCUBE's live coverage of Snowflake Summit '22 from the show floor in Las Vegas, we're going to be right back with our next guest. (calm music)

Published Date : Jun 15 2022

SUMMARY :

in the next 10 minutes with you, Oh, thank you so much for having me, and now, you have your transactional data, and that's what Hybrid and then they started to look at, and have that single platform and move them over to leverage Snowflake, and actually join it with my and to use the term you used HTAP, right? and leverage the power of the data cloud and I'm super excited to see what they do. the data stack if you will separate and being able to leverage Snowflake and amazing, and a half. and for them to tell us And that's one of the things and you know if you're interested and it sounds like you're Yes, that sounds awesome, and Dave Vellante,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Lisa MartinPERSON

0.99+

CarlPERSON

0.99+

Dave VellantePERSON

0.99+

DavePERSON

0.99+

Carl PerryPERSON

0.99+

John FurrierPERSON

0.99+

Las VegasLOCATION

0.99+

FrankPERSON

0.99+

AdobeORGANIZATION

0.99+

15 minutesQUANTITY

0.99+

UnistoreORGANIZATION

0.99+

SnowflakeORGANIZATION

0.99+

a year and a halfQUANTITY

0.99+

DellORGANIZATION

0.99+

first phaseQUANTITY

0.99+

SnowflakeTITLE

0.99+

tomorrowDATE

0.98+

fiscal 23Q1DATE

0.98+

one productQUANTITY

0.98+

todayDATE

0.98+

singleQUANTITY

0.98+

Snowflake Summit '22EVENT

0.98+

snowflake.com/try-unistoreOTHER

0.97+

two worldsQUANTITY

0.97+

firstQUANTITY

0.97+

one exampleQUANTITY

0.97+

Unistore SnowflakeORGANIZATION

0.96+

single platformQUANTITY

0.96+

over a year and a halfQUANTITY

0.96+

bothQUANTITY

0.95+

394 millionQUANTITY

0.95+

this morningDATE

0.93+

one stepQUANTITY

0.93+

Las Vegas,LOCATION

0.92+

Hybrid TablesORGANIZATION

0.92+

single-rowQUANTITY

0.91+

oneQUANTITY

0.91+

theCUBEORGANIZATION

0.91+

Snowflake Summit 2022EVENT

0.89+

85% growthQUANTITY

0.89+

tonsQUANTITY

0.87+

single dayQUANTITY

0.87+

number oneQUANTITY

0.86+

years agoDATE

0.85+

thousands of folksQUANTITY

0.84+

Hybrid TablesTITLE

0.81+

Adobe Campaign PlatformTITLE

0.79+

single rowQUANTITY

0.79+

phase threeQUANTITY

0.77+

Campaign PlatformTITLE

0.76+

FirstQUANTITY

0.75+

Caesars ForumLOCATION

0.72+

Tushar Katarki & Justin Boitano | Red Hat Summit 2022


 

(upbeat music) >> We're back. You're watching theCUBE's coverage of Red Hat Summit 2022 here in the Seaport in Boston. I'm Dave Vellante with my co-host, Paul Gillin. Justin Boitano is here. He's the Vice President of Enterprise and Edge Computing at NVIDIA. Maybe you've heard of him. And Tushar Katarki who's the Director of Product Management at Red Hat. Gentlemen, welcome to theCUBE, good to see you. >> Thank you. >> Great to be here, thanks >> Justin, you are a keynote this morning. You got interviewed and shared your thoughts on AI. You encourage people to got to think bigger on AI. I know it's kind of self-serving but why? Why should we think bigger? >> When you think of AI, I mean, it's a monumental change. It's going to affect every industry. And so when we think of AI, you step back, you're challenging companies to build intelligence and AI factories, and factories that can produce intelligence. And so it, you know, forces you to rethink how you build data centers, how you build applications. It's a very data centric process where you're bringing in, you know, an exponential amount of data. You have to label that data. You got to train a model. You got to test the model to make sure that it's accurate and delivers business value. Then you push it into production, it's going to generate more data, and you kind of work through that cycle over and over and over. So, you know, just as Red Hat talks about, you know, CI/CD of applications, we're talking about CI/CD of the AI model itself, right? So it becomes a continuous improvement of AI models in production which is a big, big business transformation. >> Yeah, Chris Wright was talking about basically take your typical application development, you know, pipeline, and life cycle, and apply that type of thinking to AI. I was saying those two worlds have to come together. Actually, you know, the application stack and the data stack including AI need to come together. What's the role of Red Hat? What's your sort of posture on AI? Where do you fit with OpenShift? >> Yeah, so we're really excited about AI. I mean, a lot of our customers obviously are looking to take that data and make meaning out of it using AI is definitely a big important tool. And OpenShift, and our approach to Open Hybrid Cloud really forms a successful platform to base all your AI journey on with the partners such as NVIDIA whom we are working very closely with. And so the idea really is as Justin was saying, you know, the end to end, when you think about life of a model, you've got data, you mine that data, you create models, you deploy it into production. That whole thing, what we call CI/CD, as he was saying DevOps, DevSecOps, and the hybrid cloud that Red Hat has been talking about, although with OpenShift as the center forms a good basis for that. >> So somebody said the other day, I'm going to ask you, is INVIDIA a hardware company or a software company? >> We are a company that people know for our hardware but, you know, predominantly now we're a software company. And that's what we were on stage talking about. I mean, ultimately, a lot of these customers know that they've got to embark on this journey to apply AI, to transform their business with it. It's such a big competitive advantage going into, you know, the next decade. And so the faster they get ahead of it, the more they're going to win, right? But some of them, they're just not really sure how to get going. And so a lot of this is we want to lower the barrier to entry. We built this program, we call it Launchpad to basically make it so they get instant access to the servers, the AI servers, with OpenShift, with the MLOps tooling, with example applications. And then we walk them through examples like how do you build a chatbot? How do you build a vision system for quality control? How do you build a price recommendation model? And they can do hands on labs and walk out of, you know, Launchpad with all the software they need, I'll say the blueprint for building their application. They've got a way to have the software and containers supported in production, and they know the blueprint for the infrastructure and operating that a scale with OpenShift. So more and more, you know, to come back to your question is we're focused on the software layers and making that easy to help, you know, either enterprises build their apps or work with our ecosystem and developers to buy, you know, solutions off the shelf. >> On the harbor side though, I mean, clearly NVIDIA has prospered on the backs of GPUs, as the engines of AI development. Is that how it's going to be for the foreseeable future? Will GPUs continue to be core to building and training AI models or do you see something more specific to AI workloads? >> Yeah, I mean, it's a good question. So I think for the next decade, well, plus, I mean not forever, we're going to always monetize hardware. It's a big, you know, market opportunity. I mean, Jensen talks about a $100 billion, you know, market opportunity for NVIDIA just on hardware. It's probably another a $100 billion opportunity on the software. So the reality is we're getting going on the software side, so it's still kind of early days, but that's, you know, a big area of growth for us in the future and we're making big investments in that area. On the hardware side, and in the data center, you know, the reality is since Moore's law has ended, acceleration is really the thing that's going to advance all data centers. So I think in the future, every server will have GPUs, every server will have DPUs, and we can talk a bit about what DPUs are. And so there's really kind of three primary processors that have to be there to form the foundation of the enterprise data center in the future. >> Did you bring up an interesting point about DPUs and MPUs, and sort of the variations of GPUs that are coming about? Do you see those different PU types continuing to proliferate? >> Oh, absolutely. I mean, we've done a bunch of work with Red Hat, and we've got a, I'll say a beta of OpenShift 4.10 that now supports DPUs as the, I'll call it the control plane like software defined networking offload in the data center. So it takes all the software defined networking off of CPUs. When everybody talks about, I'll call it software defined, you know, networking and core data centers, you can think of that as just a CPU tax up to this point. So what's nice is it's all moving over to DPU to, you know, offload and isolate it from the x86 cores. It increases security of data center. It improves the throughput of your data center. And so, yeah, DPUs, we see everybody copying that model. And, you know to give credit where credit is due, I think, you know, companies like AWS, you know, they bought Annapurna, they turned it into Nitro which is the foundation of their data centers. And everybody wants the, I'll call it democratized version of that to run their data centers. And so every financial institution and bank around the world sees the value of this technology, but running in their data centers. >> Hey, everybody needs a Nitro. I've written about it. It's Annapurna acquisition, 350 million. I mean, peanuts in the grand scheme of things. It's interesting, you said Moore's law is dead. You know, we have that conversation all the time. Pat Gelsinger promised that Moore's law is alive and well. But the interesting thing is when you look at the numbers, that's, you know, Moore's law, we all know it, doubling of the transistor densities every 18 to 24 months. Let's say that, that promise that he made is true. What I think the industry maybe doesn't appreciate, I'm sure you do, being in NVIDIA, when you combine what you were just saying, the CPU, the GPU, Paul, the MPU, accelerators, all the XPUs, you're talking about, I mean, look at Apple with the M1, I mean 6X in 15 months versus doubling every 18 to 24. The A15 is probably averaging over the last five years, a 110% performance improvement each year versus the historical Moore's law which is 40%. It's probably down to the low 30s now. So it's a completely different world that we're entering now. And the new applications are going to be developed on these capabilities. It's just not your general purpose market anymore. From an application development standpoint, what does that mean to the world? >> Yeah, I mean, yeah, it is a great point. I mean, from an application, I mean first of all, I mean, just talk about AI. I mean, they are all very compute intensive. They're data intensive. And I mean to move data focus so much in to compute and crunch those numbers. I mean, I'd say you need all the PUs that you mentioned in the world. And also there are other concerns that will augment that, right? Like we want to, you know, security is so important so we want to secure everything. Cryptography is going to take off to new levels, you know, that we are talking about, for example, in the case of DPUs, we are talking about, you know, can that be used to offload your encryption and firewalling, and so on and so forth. So I think there are a lot of opportunities even from an application point of view to take of this capacity. So I'd say we've never run out of the need for PUs if you will. >> So is OpenShift the layer that's going to simplify all that for the developer. >> That's right. You know, so one of the things that we worked with NVIDIA, and in fact was we developed this concept of an operator for GPUs, but you can use that pattern for any of the PUs. And so the idea really is that, how do you, yeah-- (all giggle) >> That's a new term. >> Yeah, it's a new term. (all giggle) >> XPUs. >> XPUs, yeah. And so that pattern becomes very easy for GPUs or any other such accelerators to be easily added as a capacity. And for the Kubernetes scaler to understand that there is that capacity so that an application which says that I want to run on a GPU then it becomes very easy for it to run on that GPU. And so that's the abstraction to your point about how we are making that happen. >> And to add to this. So the operator model, it's this, you know, open source model that does the orchestration. So Kubernetes will say, oh, there's a GPU in that node, let me run the operator, and it installs our entire run time. And our run time now, you know, it's got a MIG configuration utility. It's got the driver. It's got, you know, telemetry and metering of the actual GPU and the workload, you know, along with a bunch of other components, right? They get installed in that Kubernetes cluster. So instead of somebody trying to chase down all the little pieces and parts, it just happens automatically in seconds. We've extended the operator model to DPUs and networking cards as well, and we have all of those in the operator hub. So for somebody that's running OpenShift in their data centers, it's really simple to, you know, turn on Node Feature Discovery, you point to the operators. And when you see new accelerated nodes, the entire run time is automatically installed for you. So it really makes, you know, GPUs and our networking, our advanced networking capabilities really first class citizens in the data center. >> So you can kind of connect the dots and see how NVIDIA and the Red Hat partnership are sort of aiming at the enterprise. I mean, NVIDIA, obviously, they got the AI piece. I always thought maybe 25% of the compute cycles in the data center were wasted doing storage offloads or networking offload, security. I think Jensen says it's 30%, probably a better number than I have. But so now you're seeing a lot of new innovation in new hardware devices that are attacking that with alternative processors. And then my question is, what about the edge? Is that a blue field out at the edge? What does that look like to NVIDIA and where does OpenShift play? >> Yeah, so when we talk about the edge, we always going to start talking about like which edge are we talking about 'cause it's everything outside the core data center. I mean, some of the trends that we see with regard to the edges is, you know, when you get to the far edge, it's single nodes. You don't have the guards, gates, and guns protection of the data center. So you start having to worry about physical security of the hardware. So you can imagine there's really stringent requirements on protecting the intellectual property of the AI model itself. You spend millions of dollars to build it. If I push that out to an edge data center, how do I make sure that that's fully protected? And that's the area that we just announced a new processor that we call Hopper H100. It supports confidential computing so that you can basically ensure that model is always encrypted in system memory across the bus, of the PCI bus to the GPU, and it's run in a confidential way on the GPU. So you're protecting your data which is your model plus the data flowing through it, you know, in transit, wallet stored, and then in use. So that really adds to that edge security model. >> I wanted to ask you about the cloud, correct me if I'm wrong. But it seems to me that that AI workloads have been slower than most to make their way to the cloud. There are a lot of concerns about data transfer capacity and even cost. Do you see that? First of all, do you agree with that? And secondly, is that going to change in the short-term? >> Yeah, so I think there's different classes of problems. So we'll take, there's some companies where their data's generated in the cloud and we see a ton of, I'll say, adoption of AI by cloud service providers, right? Recommendation engines, translation engines, conversational AI services, that all the clouds are building. That's all, you know, our processors. There's also problems that enterprises have where now I'm trying to take some of these automation capabilities but I'm trying to create an intelligent factory where I want to, you know, merge kind of AI with the physical world. And that really has to run at the edge 'cause there's too much data being generated by cameras to bring that all the way back into the cloud. So, you know, I think we're seeing mass adoption in the cloud today. I think at the edge a lot of businesses are trying to understand how do I deploy that reliably and securely and scale it. So I do think, you know, there's different problems that are going to run in different places, and ultimately we want to help anybody apply AI where the business is generating the data. >> So obviously very memory intensive applications as well. We've seen you, NVIDIA, architecturally kind of move away from the traditional, you know, x86 approach, take better advantage of memories where obviously you have relationships with Arm. So you've got a very diverse set of capabilities. And then all these other components that come into use, to just be a kind of x86 centric world. And now it's all these other supporting components to support these new applications and it's... How should we think about the future? >> Yeah, I mean, it's very exciting for sure, right? Like, you know, the future, the data is out there at the edge, the data can be in the data center. And so we are trying to weave a hybrid cloud footprint that spans that. I mean, you heard Paul come here, talk about it. But, you know, we've talked about it for some time now. And so the paradigm really that is, that be it an application, and when I say application, it could be even an AI model as a service. It can think about that as an application. How does an application span that entire paradigm from the core to the edge and beyond is where the future is. And, of course, there's a lot of technical challenges, you know, for us to get there. And I think partnerships like this are going to help us and our customers to get there. So the world is very exciting. You know, I'm very bullish on how this will play out, right? >> Justin, we'll give you the last word, closing thoughts. >> Well, you know, I think a lot of this is like I said, it's how do we reduce the complexity for enterprises to get started which is why Launchpad is so fundamental. It gives, you know, access to the entire stack instantly with like hands on curated labs for both IT and data scientists. So they can, again, walk out with the blueprints they need to set this up and, you know, start on a successful AI journey. >> Just a position, is Launchpad more of a Sandbox, more of a school, or more of an actual development environment. >> Yeah, think of it as it's, again, it's really for trial, like hands on labs to help people learn all the foundational skills they need to like build an AI practice and get it into production. And again, it's like, you don't need to go champion to your executive team that you need access to expensive infrastructure and, you know, and bring in Red Hat to set up OpenShift. Everything's there for you so you can instantly get started. Do kind of a pilot project and then use that to explain to your executive team everything that you need to then go do to get this into production and drive business value for the company. >> All right, great stuff, guys. Thanks so much for coming to theCUBE. >> Yeah, thanks. >> Thank you for having us. >> All right, thank you for watching. Keep it right there, Dave Vellante and Paul Gillin. We'll be back right after this short break at the Red Hat Summit 2022. (upbeat music)

Published Date : May 11 2022

SUMMARY :

here in the Seaport in Boston. Justin, you are a keynote this morning. And so it, you know, forces you to rethink Actually, you know, the application And so the idea really to buy, you know, solutions off the shelf. Is that how it's going to be the data center, you know, of that to run their data centers. I mean, peanuts in the of the need for PUs if you will. all that for the developer. And so the idea really is Yeah, it's a new term. And so that's the So it really makes, you know, Is that a blue field out at the edge? across the bus, of the PCI bus to the GPU, First of all, do you agree with that? And that really has to run at the edge you know, x86 approach, from the core to the edge and beyond Justin, we'll give you the Well, you know, I think a lot of this is Launchpad more of a that you need access to Thanks so much for coming to theCUBE. at the Red Hat Summit 2022.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Tushar KatarkiPERSON

0.99+

JustinPERSON

0.99+

Paul GillinPERSON

0.99+

Dave VellantePERSON

0.99+

NVIDIAORGANIZATION

0.99+

Justin BoitanoPERSON

0.99+

Chris WrightPERSON

0.99+

Dave VellantePERSON

0.99+

PaulPERSON

0.99+

AWSORGANIZATION

0.99+

Pat GelsingerPERSON

0.99+

110%QUANTITY

0.99+

25%QUANTITY

0.99+

30%QUANTITY

0.99+

40%QUANTITY

0.99+

$100 billionQUANTITY

0.99+

AppleORGANIZATION

0.99+

INVIDIAORGANIZATION

0.99+

AnnapurnaORGANIZATION

0.99+

Red HatORGANIZATION

0.99+

SeaportLOCATION

0.99+

350 millionQUANTITY

0.99+

15 monthsQUANTITY

0.99+

24QUANTITY

0.99+

Red HatORGANIZATION

0.99+

24 monthsQUANTITY

0.99+

next decadeDATE

0.99+

Red Hat Summit 2022EVENT

0.98+

18QUANTITY

0.98+

BostonLOCATION

0.98+

OpenShiftTITLE

0.98+

30sQUANTITY

0.97+

each yearQUANTITY

0.97+

A15COMMERCIAL_ITEM

0.97+

secondlyQUANTITY

0.97+

FirstQUANTITY

0.97+

todayDATE

0.96+

6XQUANTITY

0.96+

next decadeDATE

0.96+

bothQUANTITY

0.96+

Open Hybrid CloudTITLE

0.95+

KubernetesTITLE

0.95+

theCUBEORGANIZATION

0.94+

LaunchpadTITLE

0.94+

two worldsQUANTITY

0.93+

millions of dollarsQUANTITY

0.92+

M1COMMERCIAL_ITEM

0.92+

NitroORGANIZATION

0.91+

Vice PresidentPERSON

0.91+

OpenShift 4.10TITLE

0.89+

single nodesQUANTITY

0.88+

DevSecOpsTITLE

0.86+

JensenORGANIZATION

0.83+

oneQUANTITY

0.82+

three primary processorsQUANTITY

0.82+

DevOpsTITLE

0.81+

firstQUANTITY

0.8+

last five yearsDATE

0.79+

this morningDATE

0.79+

MoorePERSON

0.77+

x86 coresQUANTITY

0.71+

Jeremy Burton, Observe, Inc. | AWS Summit SF 2022


 

(bright music) >> Hello everyone and welcome back to theCUBE's live coverage here in San Francisco, California for AWS Summit 2022. I'm John Furrier, your host of theCUBE. Two days of coverage, AWS Summit 2022 in New York city's coming up this summer, we'll be there as well. Events are back. theCUBE is back. Of course, with theCUBE virtual, CUBE hybrid, the cube.net. Check it out, a lot of content this year more than ever. A lot more cloud data, cloud native, modern applications, all happening. Got a great guest here. Jeremy Burton, CUBE alumni, CEO of Observe, Inc. in the middle of all the cloud scale, big data, observability. Jeremy, great to see you. Thanks for coming on. >> Always great to come and talk to you on theCUBE man. It's been a few years. >> Well, you got your hands. You're in the trenches with great startup, good funding, great board, great people involved in the observability space, hot area, but also you've been a senior executive. President of Dell, EMC, 11 years ago you had a vision and you actually had an event called cloud meets big data. >> Jeremy: Yeah. >> And it's here. You predicted it 11 years ago. Look around, it's cloud meets big data. >> Yeah, the cloud thing I think was probably already a thing, but the big data thing I do claim credit for sort of catching that bus early, We were on the bus early and I think it was only inevitable. Like if you could bring the economics and the compute of cloud to big data, you could find out things you could never possibly imagine. >> So you're close to a lot of companies that we've been covering deeply. Snowflake obviously are involved. The board level, the founders, the people there, cloud, Amazon, what's going on here? You're doing a startup as the CEO at the helm, chief of Observe, Inc., which is an observability, which is to me in the center of this confluence of data, engineering, large scale integrations, data as code, integrating into applications. It's a whole another world developing, like you see with Snowflake, it means Snowflake is super cloud as we call it. So a whole nother wave is here. What's this wave we're on? How would you describe the wave? >> Well, a couple of things. People are, I think, riding more software than ever before. Why? Because they've realized that if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think more applications now than any point, not just ever, but the mid nineties. I always looked at as the golden age of application development. Now, back then people were building for Windows. Well now they're building for things like, AWS is now the platform. So you've got all of that going on. And then at the same time, the side effect of these applications is they generate data and lots of data and the transactions, what you bought today or something like that. But then there's what we do, which is all the telemetry data, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can I understand who my best customers are? What I sell today? If people came to my website and didn't buy, then why not? Where did they drop off? All of that they want to analyze. And the answers are all in the data. The question is, can you understand it? >> In our last startup showcase, we featured data as code. One of the insights that we got out of that, and I want to get your opinion on or reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse, and then we'll do some queries, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more effort to say, let's go look at the data, 'cause now machine learning is getting better. Not just train once, they're iterating. This notion of iterating and then pivoting, iterating and pivoting That's a Silicon Valley story. That's like how startups were, but now you're seeing data being treated the same way. So now you have this data concept that's now part of a new way to create more value for the apps. So this whole new cycle of data being reused and repurposed, then figure it out. >> Yeah, yeah, I'm a big fan of, years ago, just an amazing guy, Andy McAfee, at the MIT labs. I spent time with and he had this line, which still sticks to me this day, which is look, he said, I'm part of a body, which believes that everything is a matter of data. Like if you have enough data, you can answer any question. And this has going back 10 years when he was saying these kind of things and certainly, research is on the forefront. But I think starting to see that mindset of the MIT research be mainstream in enterprises. They're realizing that, yeah, it is about the data. If I can better understand my data better than competitor, then I've got an advantage. And so the question is how? What technologies and what skills do I need in my organization to allow me to do that? >> So let's talk about Observe, Inc. You're the CEO. Given you've seen the waves before, you're in the front lines of observability, which again is in the center of all this action. What's going on with the company? Give a quick minute to explain Observe for the folks who don't know what you guys do. What's the company doing? What's the funding status? What's the product status? And what's the customer status? >> Yeah, so we realized, a handful of years ago, let's say five years ago. Look, the way people are building applications is different. They're way more functional. They change every day. But in some respects there are a lot more complicated. They're distributed, microservices architectures. And when something goes wrong, the old way of troubleshooting and solving problems was not going to fly because you had so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So that's observability. It's actually a term that goes back to the 1960s. It was, a guy called, like everything in tech, it's a reinvention of something from years gone by, but there's a guy called Rudy Coleman in 1960s, kind of term. And the term was been able to determine the state of a system by looking at its external outputs. And so we've been going on this for the best part of four years now. It took us three years just to build the product. I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You need a lot of functionality to have something that's credible with a customer. So yeah, this last year, we did our first year selling. We've got about 40 customers now. We got great investors Sutter Hill Ventures. Mike Speiser who was really the first guy in the Snowflake and the initial investor. We're fortunate enough to have Mike on our board. And part of the Observe story is closely knit with Snowflake because all of that telemetry data, we store in there. >> So I want to pivot to that. Mike Speiser, Snowflake, Jeremy Burton, theCUBE kind of same thinking. This idea of a super cloud or what Snowflake became. >> Jeremy: Yeah. >> Snowflake is massively successful on top of AWS. And now you're seeing startups and companies build on top of Snowflake. >> Jeremy: Yeah. >> So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, like as Jerry Chen in Greylock calls it, castles in the cloud where there are moats in the cloud. So you're close to it. I know you're doing some stuff with Snowflake's. So as a startup, what's your view on building on top of say a Snowflake or an AWS, because again, you got to go where the data is. You need all the data. >> Jeremy: Yeah. >> What's your take on that? >> Having enough gray hair now. Again, in tech, I think if you want to predict the future, look at the past. And 20 years ago, 25 years ago, I was at a smaller company called Oracle. And an Oracle was the database company and their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms. One, Windows, and the other main one was Solaris. And so at that time, the operating system was the platform. And then that was the ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years, gray hairs, the platform isn't the operating system anymore. The platform is AWS, Google cloud. I probably look around if I say that in. >> It's okay. But Hyperscale. >> Yeah. >> CapEx built out. >> That is the new platform. And then Snowflake comes along. Well, their aspiration is to manage all of the, not just human generated data, but machine generated data in the world of cloud. And I think they they've done an amazing job doing for the, I'd say the big data world, what Oracle did for the relational data world way back 25 years ago. And then there are folks like us come along and of course my ambition would be, look, if we can be as successful as an SAP building on top of Snowflake, as they were on top of Oracle, then we'd probably be quite happy. >> So you're building on top of Snowflake? >> We're building on top of Snowflake a hundred percent. And I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that's a risk. >> Are you still on the board? >> Yeah, I'm still on the board. Yeah. That's a risk I'm prepared to take. I am long on Snowflake. >> It sounds, well, you're in a good spot. Stay on the board then you'll know as going on. Okay, seriously, this is a real dynamic. >> Jeremy: It is. >> It's not a one off. >> Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS, it is an order of magnitude more than Microsoft was 25 years ago with windows. And so I believe the opportunity for folks like Snowflake and folks like Observe, it's an order magnitude more than it was for the Oracle and the SAPs of the old world. >> Yeah, and I think this is something that this next generation of entrepreneurship is the go big scenario is you got to be on a platform. >> Yeah and it's quite easy. >> Or be the platform, but it's hard. There's only like how many seats are at that table left. >> Well, value migrates up over time. So when the cloud thing got going, there were probably 10, 20, 30, rack space and there's 1,000,001 infrastructure for service, platform as a service. My old employee EMC, we had Pivotal. Pivotal was a platform as a service. You don't hear so much about it these days, but initially there's a lot of players and then it consolidates. And then to extract a real business, you got to move up, you got to add value, you got to build databases, then you got to build applications. >> It's interesting. Moving from the data center to the cloud was a dream for starters 'cause they didn't have to provision the CapEx. Now the CapEx is in the cloud. Then you build on top of that, you got Snowflake. Now you got on top of that. >> The assumption is almost that compute and storage is free. I know it's not quite free. >> Yeah, it's almost free. >> But as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've got to get into. >> And I think the platform enablement to value. So if I'm an entrepreneur, I'm going to get a serious multiple of value in what I'm paying. Most people don't even blink at their AWS bills unless they're like massively huge. Then it's a repatriation question or whatever discount question. But for most startups or any growing company, the Amazon bill should be a small factor. >> Yeah, a lot of people ask me like, look, you're building on Snowflake. You're going to be paying their money. How does that work with your business model? If you're paying them money, do you have a viable business? And it's like, well, okay. We could build a database as well in Observe, but then I've got half the development team working on something that will never be as good as Snowflake. And so we made the call early on that, no, we want to innovate above the database. Snowflake are doing a great job of innovating on the database and the same is true with something like Amazon, like Snowflake could have built their own cloud and their own platform, but they didn't. >> Yeah and what's interesting is that Dave Vellante and I have been pointing this out and he's obviously more on Snowflake. I've been looking at Databricks and the same dynamics happening. The proof is the ecosystem. >> Yeah. >> If you look at Snowflake's ecosystem right now and Databricks, it's exploding. The shows are selling out. This floor space is booked. That's the old days at VMware. The old days at AWS. >> One and for Snowflake and any platform provider, it's a beautiful thing because we build on Snowflake and we pay their money. They don't have to sell to us. And we do a lot of the support. And so the economics work out really, really well if you're a platform provider and you've got a lot of ecosystems. >> And then also you get a trajectory of economies of scale with the institutional knowledge of Snowflake, integrations, new products, you're scaling and step function with them. >> Yeah, we manage 10 petabytes of data right now. When I arrived at EMC in 2010, we had one petabyte customer. And so at Observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so being able to rely on a platform that can manage that is invaluable. >> Well, Jeremy, great conversation. Thanks for sharing your insights on the industry. We got a couple minutes left, put a plug in for Observe. What do you guys do? You got some good funding, great partners. I don't know if you can talk about your POC customers, but you got a lot of high ends folks that are working with you. You get in traction. >> Yeah >> Scales around the corner sounds like. Is that where you at? Pre-scale? >> We've got a big announcement coming up in two or three weeks. We've got new funding, which is always great. The product is really, really close. I think, as a startup, you always strive for market fit, at which point can you just start hiring salespeople and the revenue keeps going. We're getting pretty close to that right now. We've got about 40 SaaS companies that run on the platform. They're almost all AWS Kubernetes, which is our sweet spot to begin with, but we're starting to get some really interesting enterprise type customers. We're F5 networks. We're POC in right now with Capital One. We've got some interesting news around Capital One coming up. I can't share too much, but it's going to be exciting. And like I said, Sutter Hill continue to stick. >> And I think Capital One's a big Snowflake customer as well, right? >> They were early and one of the things that attracted me to Capital One was they were very, very good with Snowflake early on and they put Snowflake in a position in the bank where they thought that snowflake could be successful. And today that is one of Snowflake's biggest accounts. >> Capital One, very innovative cloud. Obviously, AWS customer and very innovative. certainly in the CISO and CIO. On another point on where you're at. So you're pre-scale meaning you're about to scale. >> Jeremy: Right. >> So you got POCs. What's that trajectory look like? And you see around the corner, what's going on? What's around the corner that you're going to hit the straight and narrow and gas it fast? >> Yeah, the key thing for us is we got to get the product right. The nice thing about having a guy like Mike Speiser on the board is he doesn't obsess about revenue at this stage. His questions at the board are always about like, is the product right? Is the product right? Have you got the product right? 'Cause we know when the product's right, we can then scale the sales team and the revenue will take care of itself. So right now all the attention is on the product. This year, the exciting thing is we're adding all the tracing visualizations. So people will be able to the kind of things that back in the day you could do with the New Relics and AppDynamics, the last generation of APM tools. You're going to be able to do that within Observe. And we've already got the logs and the metrics capability in there. So for us this year is a big one 'cause we complete the trifecta, the logs. >> What's the secret sauce of observe if you put it into a sentence, what's the secret sauce? >> I think, an amazing founding engineering team, number one. At the end of the day, you have to build an amazing product and you have to solve a problem in a different way and we've got great long term investors. And the biggest thing our investors give is, actually it's not just money, it gives us time to get the product right. Because if we get the product right, then we can get the growth. >> Got it. Final question while I got you here. You've been on the enterprise business for a long time. What's the buyer landscape out there? You got people doing POCs, Capital One scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Obviously, we're seeing people go in and dip into the startup pool because new ways to refactor their business, restructure. So a lot of happening in cloud. What's the criteria? How are enterprises engaging in with startups? >> Yeah, enterprises, they know they've got to spend money transforming the business. I almost feel like my old Dell or EMC self there, but what we were saying five years ago is happening. Everybody needs to figure out a way to take their business to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or take a bet on new technology in order to help them do that. So I think you've got buyers that A, have money, B, are prepared to take risks, and it's a race against time to get their offerings in this new digital footprint. >> Final, final question. What's the state of AWS? Where do you see them going next? Obviously, they're continuing to be successful. How does cloud 3.0? Or they always say it's day one, but it's maybe more like day 10, but what's next for AWS? Where do they go from here? Obviously, they're doing well and they're getting bigger and bigger. >> Yeah, it's an amazing story. We are on AWS as well. And so I think if they keep nurturing the builders and the ecosystem, then that is their superpower. They have an early leads. And if you look at where, maybe the likes of Microsoft lost the plot in the late nineties, it was they stopped really caring about developers and the folks who are building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they have an amazing head start. And if they did more, if they do more than that, that's what's going to keep this juggernaut rolling for many years to come. >> They got the Silicon and they got the Stack developing. Jeremy Burton inside theCUBE, great resource for commentary, but also founding with the CEO of a company called Observe, Inc. In the middle of all the action and the board of Snowflake as well. Great startup. Thanks for coming on theCUBE. >> Always a pleasure. >> Live from San Francisco's theCUBE. I'm John Furrier, your host. Stay with us. More coverage from San Francisco, California after the short break. (soft music)

Published Date : Apr 20 2022

SUMMARY :

in the middle of all the cloud scale, talk to you on theCUBE man. You're in the trenches with great startup, And it's here. and the compute of cloud to big data, as the CEO at the helm, and lots of data and the transactions, One of the insights And so the question is how? for the folks who don't And the term was been able to determine This idea of a super cloud And now you're seeing castles in the cloud where One, Windows, and the It's okay. in the world of cloud. And I've had folks say to me, Yeah, I'm still on the board. Stay on the board then and the SAPs of the old world. is the go big scenario is Or be the platform, but it's hard. And then to extract a real business, Moving from the data center to the cloud The assumption is almost that that's the mindset you've got to get into. the Amazon bill should be a small factor. on the database and the same is true and the same dynamics happening. That's the old days at VMware. And so the economics work And then also you get a the product for a year. insights on the industry. Scales around the corner sounds like. and the revenue keeps going. in the bank where they thought certainly in the CISO and CIO. What's around the corner that that back in the day you At the end of the day, you have and dip into the startup pool So the nice thing from a What's the state of AWS? and the ecosystem, then and the board of Snowflake as well. after the short break.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JeremyPERSON

0.99+

Jeremy BurtonPERSON

0.99+

Mike SpeiserPERSON

0.99+

John FurrierPERSON

0.99+

Dave VellantePERSON

0.99+

Andy McAfeePERSON

0.99+

DellORGANIZATION

0.99+

OracleORGANIZATION

0.99+

2010DATE

0.99+

Jerry ChenPERSON

0.99+

three yearsQUANTITY

0.99+

AWSORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

MikePERSON

0.99+

Sutter Hill VenturesORGANIZATION

0.99+

1960sDATE

0.99+

Observe, Inc.ORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

EMCORGANIZATION

0.99+

San Francisco, CaliforniaLOCATION

0.99+

New YorkLOCATION

0.99+

four yearsQUANTITY

0.99+

11 years agoDATE

0.99+

CUBEORGANIZATION

0.99+

10 petabytesQUANTITY

0.99+

one petabyteQUANTITY

0.99+

10 petabytesQUANTITY

0.99+

San Francisco, CaliforniaLOCATION

0.99+

DatabricksORGANIZATION

0.99+

Capital OneORGANIZATION

0.99+

last yearDATE

0.99+

10QUANTITY

0.99+

twoQUANTITY

0.99+

MITORGANIZATION

0.99+

Silicon ValleyLOCATION

0.99+

San FranciscoLOCATION

0.99+

This yearDATE

0.99+

Two daysQUANTITY

0.99+

first guyQUANTITY

0.99+

Rudy ColemanPERSON

0.98+

25 years agoDATE

0.98+

this yearDATE

0.98+

25 yearsQUANTITY

0.98+

SAPORGANIZATION

0.98+

todayDATE

0.98+

a yearQUANTITY

0.98+

20QUANTITY

0.98+

VMwareORGANIZATION

0.98+

30QUANTITY

0.98+

five years agoDATE

0.98+

ObserveORGANIZATION

0.98+

20 years agoDATE

0.97+

Vikas Ratna and James Leach, Cisco | Simplifying Hybrid Cloud


 

(upbeat music) >> Welcome back to theCUBE special presentation, Simplifying Hybrid Cloud brought to you by Cisco. We're here with Vikas Ratna who's the director of product management for UCS at Cisco and James Leach, who is director of business development at Cisco. Gents welcome back to theCUBE, good to see you again. >> Hey, thanks for having us. >> Okay Jim, let's start. We know that when it comes to navigating a transition to hybrid cloud, it's a complicated situation for a lot of customers. And as organizations as they hit the pavement for their hybrid cloud journeys, what are the most common challenges that they face? What are they telling you? How Cisco specifically UCS helping them deal with these problems? >> Well, you know, first I think that's a, you know, that's a great question and, you know, customer-centric view is the way that we've taken, is kind of the approach we've taken from day one right? So I think that if you look at the challenges that we're solving for that our customers are facing, you could break them into just a few kind of broader buckets. The first would definitely be applications right? That's the, that's where the rubber meets your proverbial road with the customer, and I would say that, you know, what we're seeing is the challenges customers are facing within applications come from the way that applications have evolved. So what we're seeing now is more data-centric applications for example. Those require that we, you know, are able to move, and process large datasets really in real time. And the other aspect of applications I think that give our customers kind of some, you know, pose some challenges, would be around the fact that they're changing so quickly. So the application that exists today, or the day that they, you know, make a purchase of infrastructure to be able to support that application, that application is most likely changing so much more rapidly than the infrastructure can keep up with today. So, that creates some challenges around, you know, how do I build the infrastructure? How do I rightsize it without over provisioning for example? But also there's a need for some flexibility around life cycle and planning those purchase cycles based on the life cycle of the different hardware elements. And within the infrastructure, which I think is the second bucket of challenges, we see customers who are being forced to move away from the, like a modular or Blade approach which offers a lot of operational and consolidation benefits, and they have to move to something like a rack server model for some applications because of these needs that these data-centric applications have, and that creates a lot of, you know, opportunity for siloing infrastructure. And those silos in turn create multiple operating models within the, you know, a data center environment that, you know, again drive a lot of complexity. So that complexity is definitely the enemy here. And then finally I think life cycles. We're seeing this democratization of processing if you will, right? So it's no longer just CPU-focused, we have GPU, we have FPGA, we have, you know, things that are being done in storage and the fabrics that stitch them together, that are all changing rapidly and have very different life cycles. So, when those life cycles don't align, for a lot of our customers they see a challenge in how they can manage this, you know, these different life cycles and still make a purchase, without having to make too big of a compromise in one area or another because of the misalignment of life cycles. So that is a, you know, kind of the other bucket. And then finally I think management is huge, right? So management, you know, at its core is really rightsized for our customers and give them the most value when it meets the mark around scale and scope. You know, back in 2009 we weren't meeting that mark in the industry and UCS came about and took a management outside the chassis, right? We put it at the top of the rack and that worked great for the scale and scope we needed at that time, however, as things have changed, we're seeing a very new scale and scope needed right? So we're talking about a hybrid cloud world that has to manage across data centers, across clouds, and, you know, having to stitch things together for some of our customers poses a huge challenge. So there are tools for all of those operational pieces that touch the application, that touch the infrastructure but they're not the same tool. They tend to be disparate tools that have to be put together. >> Dave: All right. >> So our customers, you know, don't really enjoy being in the business of, you know, building their own tools so that creates a huge challenge. And one where I think that they really crave that full hybrid cloud stack that has that application visibility but also can reach down into the infrastructure. >> Right, you know, Jim I said in my open that you guys, Cisco had sort of changed the server game with the original UCS, but the X-Series is the next generation, the generation for the next decade which is really important 'cause you touched on a lot of things. These data-intensive workloads, alternative processors to sort of meet those needs, the whole cloud operating model and hybrid cloud has really changed so how is it going with with the X-Series? You made a big splash last year, what's the reception been in the field? >> Actually it's been great. You know, we're finding that customers can absolutely relate to our, you know, UCS X-Series story. I think that, you know, the main reason they relate to it is they helped create it, right? It was their feedback and their partnership that gave us really the, those problem areas, those areas that we could solve for the customer that actually add, you know, significant value. So, you know, since we brought UCS to market back in 2009, you know, we had this unique architectural paradigm that we created, and I think that created a product which was the fastest in Cisco history in terms of growth. What we're seeing now is X-Series is actually on a faster trajectory. So we're seeing a tremendous amount of uptake, we're seeing, you know, both in terms of, you know, the number of customers, but also more importantly, the number of workloads that our customers are using, and the types of workloads are growing, right? So we're growing this modular segment that exists, not just, you know, bringing customers onto a new product but we're actually bringing them into the product in the way that we had envisioned which is one infrastructure that can run any application into it seamlessly. So we're really excited to be growing this modular segment. I think the other piece, you know, that, you know, we judge ourselves is, you know, sort of not just within Cisco but also within the industry. And I think right now as a, you know, a great example, you know, our competitors have taken kind of swings and misses over the past five years at this, at a, you know, kind of the new next architecture, and we're seeing a tremendous amount of growth even faster than any of our competitors have seen when they announced something that was new to this space. So, I think that the ground-up work that we did is really paying off, and I think that what we're also seeing is it's not really a leapfrog game as it may have been in the past. X-Series is out in front today and, you know, we're extending that lead with some of the new features and capabilities we have. So we're delivering on the story that's already been resonating with customers, and, you know, we're pretty excited that we're seeing the results as well. So as our competitors hit walls, I think we're, you know, we're executing on the plan that we laid out back in June, when we launched X-Series to the world. And, you know, as we continue to do that, we're seeing, you know, again, tremendous uptake from our customers. >> So thank you for that Jim. So, Vikas I was just on Twitter just today actually talking about the gravitational pull, you've got the public clouds pulling CXOs one way, and you know, on-prem folks pulling the other way, and hybrid cloud so, organizations are struggling with a lot of different systems and architectures, and ways to do things. And I said that what they're trying to do is abstract all that complexity away and they need infrastructure to support that and I think your stated aim is really to try to help with that confusion with the X-Series right? I mean, so how so? Can you explain that? >> Sure, and that's the right, the context that you built up right there Dave. If you walk into enterprise data center you'll see plethora of compute systems spread all across because every application has its unique needs, and hence you find drive node, drive-dense system, memory-dense system, GPU-dense system, core-dense system, and variety of form factors, 1U, 2U, 4U, and every one of them typically come with, you know, variety of adapters and cables and so forth. This creates the siloness of resources. Fabric is brought, the adapter is brought, the power and cooling implications, the rack, you know, space challenges. And above all, the multiple management plane that they come up with which makes it very difficult for IT to have one common center policy, and enforce it all across the firmware, and software, and so forth. And then think about upgrade challenges of the siloness makes it even more complex as these go through the upgrade references of their own. As a result we observe quite a few of our customers, you know, really, seeing a slowness in their agility, and high burdened in the cost of overall ownership. This is where with the X-Series powered by Intersight, we have one simple goal. We want to make sure our customers get out of that complexities, they become more agile, and drive lower these issues. And we are delivering it by doing three things, three aspects of simplification. First, simplify their whole infrastructure by enabling them to run their entire workload on single infrastructure. An infrastructure which removes the siloness of form factor. An infrastructure which reduces the rightful footprint that is required. Infrastructure where power and cooling budgets are in the lower. Second, we want to simplify with, by delivering a cloud operating model. Where they can create the policy once across compute, network, storage, and deploy it all across. And third, we want to take away the pain they have by simplifying the process of upgrade, and any platform evolution that they're going to go through in the next two, three years. So that's where, the focus is on just driving down the simplicity, lowering down their issues. >> Oh, that's key. Less friction is always a good thing. Now of course, Vikas we heard from the HyperFlex guys earlier, they had news not to be outdone, you have hard news as well, what innovations are you announcing around X-Series today? >> Absolutely, so we are following up on the exciting X-Series announcement that we made in June last year Dave, and we are now introducing three innovation on X-Series with the goal of three things. First, expand the supported workload on X-Series. Second, take the performance to new levels. Third, dramatically reduce the complexities in the data center by driving down the number of adapters and cables that are needed. To that end, three new innovations are coming in. First, we are introducing the support for the GPU node using a cableless and very unique X Fabric architecture. This is the most elegant design to add the GPUs to the compute node in the modular form factor. Thereby our customers can now power in AI/ML workload, or any workload that need many more number of GPUs. Second, we are bringing in GPUs right onto the compute node. And thereby our customers can now fire up the accelerated VDI workload for example. And third, which is what you know, we are extremely proud about, is we are innovating again by introducing the 5th generation of our very popular Unified Fabric Technology. With the increased bandwidth that it brings in, coupled with the local drive capacity and densities that we have on the compute node, our customers can now fire up the big data workload, the HCI workload, the SDS workload, all these workloads that have historically not lived in the modular farm factor, can be run over there and benefit from the architectural benefits that we have. Second, with the announcement of fifth generation fabric we've become the only vendor to now finally enable 100 Gig end-to-end single port bandwidth, and there are multiple of those that are coming in there. And we are working very closely with our CI partners to deliver the benefit of this performance through our Cisco Validated Design to our CI franchise. And third, the innovations in the fifth gen fabric will again allow our customers to have fewer physical adapters, may it be ethernet adapter, may it be with fiber channel adapters, or may it be the other storage adapters, they've reduced it down and coupled with the reduction in the cable. So very, very excited about these three big announcements that we are making in the smart release. >> Great, a lot there, you guys have been busy, so thank you for that Vikas. So Jim you talked a little bit about the momentum that you have, customers are adopting, what problems are they telling you that X-Series addresses and how do they align with where they want to go in the future? >> That's a great question. I think if you go back to and think about some of the things that we mentioned before in terms of the problems that we originally set out to solve, we're seeing a lot of traction. So what Vikas mentioned I think is is really important, right? Those pieces that we just announced really enhanced that story and really move, again, to the, kind of to the next level of taking advantage of some of these, you know, problem solving for our customers. You know, if you look at, you know, I think Vikas mentioned accelerated VDI, that's a great example. These are where customers, you know, they need to have this dense compute, they need video acceleration, they need tight policy management, right? And they need to be able to deploy these systems anywhere in the world. Well, that's exactly what we're hitting on here with X-Series right now. We're hitting the market every, every single way, right? We have the highest compute config density that we can offer across the, you know, the very top end configurations of CPUs, and a lot of room to grow, we have the, you know, the premier cloud-based management you know, hybrid cloud suite in the industry right? So check there. We have the flexible GPU accelerators that you, that Vikas just talked about that we're announcing both on the system and also adding additional ones to the, through the use of the X Fabric, which is really, really critical to this launch as well, and, you know, I think finally the fifth generation of Fabric Interconnect, and Virtual Interface Card, and Intelligent Fabric Module go hand in hand in creating this 100 Gig end-to-end bandwidth story that we can move a lot of data. Again, you know, having all this performance is only as good as what we can get in and out of it right? So giving customers the ability to manage it anywhere, to be able to get the bandwidth that they need, to be able to get the accelerators that are flexible to, that it fit exactly their needs, this is huge, right? It solves a lot of the problems we can tick off right away. With the infrastructure as I mentioned, X Fabric is really critical here because it opens a lot of doors here, you know, we're talking about GPUs today, but in the future there are other elements that we can disaggregate like the GPUs that solve of these life cycle mismanagement issues, they solve issues around the form factor limitations. It solves all these issues for, like it does for GPU we can do that with storage or memory in the future. So that's going to be huge, right? This is disaggregation that actually delivers, right? It's not just a gimmicky bar trick here that we're doing, this is something that customers can really get value out of day one. And then finally, I think the, you know, the future readiness here, you know, we avoid saying future proof because we're kind of embracing the future here. We know that not only are the GPUs going to evolve, the CPUs are going to evolve, the drives, you know, the storage modules are going to evolve. All of these things are changing very rapidly, the fabric that stitches them together is critical and we know that we're just on the edge of some of the developments that are coming with CXL, with some of the PCI Express changes that are coming in the very near future, so we're ready to go. X, and the X Fabric is exactly the vehicle that's going to be able to deliver those technologies to our customers, right? Our customers are out there saying that, you know, they want to buy into something like X-Series that has all the operational benefits, but at the same time, they have to have the comfort in knowing that they're protected against being locked out of some technology that's coming in the future right? We want our customers to take these disruptive technologies and not be disrupted but use them to disrupt their competition as well. So we, you know, we're really excited about the pieces today, and I think it goes a long way towards continuing to tell the customer benefit story that X-Series brings, and, you know, again, you know, stay tuned because it's going to keep getting better as we go. >> Yeah, a lot of headroom for scale and the management piece is key there. Just have time for one more question Vikas, talk, give us some nuggets on the roadmap. What's next for X-Series that we can look forward to. >> Absolutely Dave. As we talked about and James also hinted, this is a future-ready architecture. A lot of focus and innovation that we are going through is about enabling our customers to seamlessly and painlessly adopt very disruptive hardware technologies that are coming up, no refund replace. And there we are looking into enabling the customer's journey as they transition from PCA in less than four to five to six, without rip and replace, as they embrace CXL without rip and replace, as they embrace the newer paradigm of computing through the disaggregated memory, disaggregated PCI or NVMe-based dense drives and so forth. We are also looking forward to X Fabric next generation which will allow dynamic assignment of GPUs anywhere within the chassis and much more. So this is again all about focusing on the innovation that will make the enterprise data center operations a lot more simpler, and drive down the TCO, by keeping them not only covered for today but also for future. So that's where some of the focus is on Dave. >> Okay, thank you guys, we'll leave it there, in a moment I'll have some closing thoughts. (bright upbeat music) We're seeing a major evolution perhaps even a bit of a revolution in the underlying infrastructure necessary to support hybrid work. Look, virtualizing compute and running general purpose workloads is something it figured out a long time ago. But just when you have it nailed down in the technology business, things change don't they? You can count on that. The cloud operating model has bled into on-premises locations, and is creating a new vision for the future, which we heard a lot about today. It's a vision that's turning into reality and it supports much more diverse and data-intensive workloads and alternative compute modes. It's one where flexibility is a watchword enabling change, attacking complexity, and bringing a management capability that allows for a granular management of resources at massive scale. I hope you've enjoyed this special presentation, remember all these videos are available on demand at thecube.net, and if you want to learn more please click on the information link. Thanks for watching Simplifying Hybrid Cloud brought to you by Cisco and theCUBE, your leader in enterprise tech coverage. This is Dave Vellante be well, and we'll see you next time. (upbeat music)

Published Date : Mar 23 2022

SUMMARY :

brought to you by Cisco. challenges that they face? So that is a, you know, being in the business of, you know, that you guys, Cisco had sort in the way that we had envisioned and you know, on-prem folks the rack, you know, space challenges. heard from the HyperFlex guys and densities that we that you have, customers are adopting, we have the, you know, the and the management piece is key there. and drive down the TCO, and we'll see you next time.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JamesPERSON

0.99+

DavePERSON

0.99+

Dave VellantePERSON

0.99+

JimPERSON

0.99+

CiscoORGANIZATION

0.99+

2009DATE

0.99+

UCSORGANIZATION

0.99+

JuneDATE

0.99+

James LeachPERSON

0.99+

VikasPERSON

0.99+

last yearDATE

0.99+

June last yearDATE

0.99+

Vikas RatnaPERSON

0.99+

SecondQUANTITY

0.99+

5th generationQUANTITY

0.99+

FirstQUANTITY

0.99+

100 GigQUANTITY

0.99+

thecube.netOTHER

0.99+

thirdQUANTITY

0.99+

firstQUANTITY

0.99+

ThirdQUANTITY

0.99+

IntersightORGANIZATION

0.98+

bothQUANTITY

0.98+

VikasORGANIZATION

0.98+

less than fourQUANTITY

0.98+

three yearsQUANTITY

0.98+

todayDATE

0.98+

second bucketQUANTITY

0.97+

Simplifying Hybrid CloudTITLE

0.97+

fifth genQUANTITY

0.97+

one more questionQUANTITY

0.96+

three aspectsQUANTITY

0.96+

theCUBEORGANIZATION

0.96+

HyperFlexORGANIZATION

0.96+

X FabricORGANIZATION

0.95+

fifth generationQUANTITY

0.93+

next decadeDATE

0.93+

X-SeriesTITLE

0.92+

X-SeriesCOMMERCIAL_ITEM

0.92+

one simple goalQUANTITY

0.91+

three thingsQUANTITY

0.9+

single infrastructureQUANTITY

0.89+

singleQUANTITY

0.89+

oneQUANTITY

0.88+

three new innovationsQUANTITY

0.87+

one common center policyQUANTITY

0.86+

TwitterORGANIZATION

0.86+

three big announcementsQUANTITY

0.84+

sixQUANTITY

0.81+

Cisco: Simplifying Hybrid Cloud


 

>> The introduction of the modern public cloud in the mid 2000s, permanently changed the way we think about IT. At the heart of it, the cloud operating model attacked one of the biggest problems in enterprise infrastructure, human labor costs. More than half of IT budgets were spent on people, and much of that effort added little or no differentiable value to the business. The automation of provisioning, management, recovery, optimization, and decommissioning infrastructure resources has gone mainstream as organizations demand a cloud-like model across all their application infrastructure, irrespective of its physical location. This has not only cut cost, but it's also improved quality and reduced human error. Hello everyone, my name is Dave Vellante and welcome to Simplifying Hybrid Cloud, made possible by Cisco. Today, we're going to explore Hybrid Cloud as an operating model for organizations. Now the definite of cloud is expanding. Cloud is no longer an abstract set of remote services, you know, somewhere out in the clouds. No, it's an operating model that spans public cloud, on-premises infrastructure, and it's also moving to edge locations. This trend is happening at massive scale. While at the same time, preserving granular control of resources. It's an entirely new game where IT managers must think differently to deal with this complexity. And the environment is constantly changing. The growth and diversity of applications continues. And now, we're living in a world where the workforce is remote. Hybrid work is now a permanent state and will be the dominant model. In fact, a recent survey of CIOs by Enterprise Technology Research, ETR, indicates that organizations expect 36% of their workers will be operating in a hybrid mode. Splitting time between remote work and in office environments. This puts added pressure on the application infrastructure required to support these workers. The underlying technology must be more dynamic and adaptable to accommodate constant change. So the challenge for IT managers is ensuring that modern applications can be run with a cloud-like experience that spans on-prem, public cloud, and edge locations. This is the future of IT. Now today, we have three segments where we're going to dig into these issues and trends surrounding Hybrid Cloud. First up, is DD Dasgupta, who will set the stage and share with us how Cisco is approaching this challenge. Next, we're going to hear from Manish Agarwal and Darren Williams, who will help us unpack HyperFlex which is Cisco's hyperconverged infrastructure offering. And finally, our third segment will drill into Unified Compute. More than a decade ago, Cisco pioneered the concept of bringing together compute with networking in a single offering. Cisco frankly, changed the legacy server market with UCS, Unified Compute System. The X-Series is Cisco's next generation architecture for the coming decade and we'll explore how it fits into the world of Hybrid Cloud, and its role in simplifying the complexity that we just discussed. So, thanks for being here. Let's go. (upbeat music playing) Okay, let's start things off. DD Dasgupta is back on theCUBE to talk about how we're going to simplify Hybrid Cloud complexity. DD welcome, good to see you again. >> Hey Dave, thanks for having me. Good to see you again. >> Yeah, our pleasure. Look, let's start with big picture. Talk about the trends you're seeing from your customers. >> Well, I think first off, every customer these days is a public cloud customer. They do have their on-premise data centers, but, every customer is looking to move workloads, new services, cloud native services from the public cloud. I think that's one of the big things that we're seeing. While that is happening, we're also seeing a pretty dramatic evolution of the application landscape itself. You've got, you know, bare metal applications, you always have virtualized applications, and then most modern applications are containerized, and, you know, managed by Kubernetes. So I think we're seeing a big change in, in the application landscape as well. And, probably, you know, triggered by the first two things that I mentioned, the execution venue of the applications, and then the applications themselves, it's triggering a change in the IT organizations in the development organizations and sort of not only how they work within their organizations, but how they work across all of these different organizations. So I think those are some of the big things that, that I hear about when I talk to customers. >> Well, so it's interesting. I often say Cisco kind of changed the game in server and compute when it developed the original UCS. And you remember there were organizational considerations back then bringing together the server team and the networking team and of course the storage team as well. And now you mentioned Kubernetes, that is a total game changer with regard to whole the application development process. So you have to think about a new strategy in that regard. So how have you evolved your strategy? What is your strategy to help customers simplify, accelerate their hybrid cloud journey in that context? >> No, I think you're right Dave, back to the origins of UCS and we, you know, why did a networking company build a server? Well, we just enabled with the best networking technologies so, would do compute better. And now, doing something similar on the software, actually the managing software for our hyperconvergence, for our, you know, Rack server, for our blade servers. And, you know, we've been on this journey for about four years. The software is called Intersight, and, you know, we started out with Intersight being just the element manager, the management software for Cisco's compute and hyperconverged devices. But then we've evolved it over the last few years because we believe that a customer shouldn't have to manage a separate piece of software, would do manage the hardware, the underlying hardware. And then a separate tool to connect it to a public cloud. And then a third tool to do optimization, workload optimization or performance optimization, or cost optimization. A fourth tool to now manage, you know, Kubernetes and like, not just in one cluster, one cloud, but multi-cluster, multi-cloud. They should not have to have a fifth tool that does, goes into observability anyway. I can go on and on, but you get the idea. We wanted to bring everything onto that same platform that manage their infrastructure. But it's also the platform that enables the simplicity of hybrid cloud operations, automation. It's the same platform on which you can use to manage the, the Kubernetes infrastructure, Kubernetes clusters, I mean, whether it's on-prem or in a cloud. So, overall that's the strategy. Bring it to a single platform, and a platform is a loaded word we'll get into that a little bit, you know, in this conversation, but, that's the overall strategy, simplify. >> Well, you know, you brought platform. I like to say platform beats products, but you know, there was a day, and you could still point to some examples today in the IT industry where, hey, another tool we can monetize that. And another one to solve a different problem, we can monetize that. And so, tell me more about how Intersight came about. You obviously sat back, you saw what your customers were going through, you said, "We can do better." So tell us the story there. >> Yeah, absolutely. So, look, it started with, you know, three or four guys in getting in a room and saying, "Look, we've had this, you know, management software, UCS manager, UCS director." And these are just the Cisco's management, you know, for our, softwares for our own platforms. And every company has their own flavor. We said, we took on this bold goal of like, we're not, when we rewrite this or we improve on this, we're not going to just write another piece of software. We're going to create a cloud service. Or we're going to create a SaaS offering. Because the same, the infrastructure built by us whether it's on networking or compute, or the cyber cloud software, how do our customers use it? Well, they use it to write and run their applications, their SaaS services, every customer, every customer, every company today is a software company. They live and die by how their applications work or don't. And so, we were like, "We want to eat our own dog food here," right? We want to deliver this as a SaaS offering. And so that's how it started, we've being on this journey for about four years, tens of thousands of customers. But it was a pretty big, bold ambition 'cause you know, the big change with SaaS as you're familiar Dave is, the job of now managing this piece of software, is not on the customer, it's on the vendor, right? This can never go down. We have a release every Thursday, new capabilities, and we've learned so much along the way, whether it's to announce scalability, reliability, working with, our own company's security organizations on what can or cannot be in a SaaS service. So again, it's been a wonderful journey, but, I wanted to point out, we are in some ways eating our own dog food 'cause we built a SaaS application that helps other companies deliver their SaaS applications. >> So Cisco, I look at Cisco's business model and I compare, of course compare it to other companies in the infrastructure business and, you're obviously a very profitable company, you're a large company, you're growing faster than most of the traditional competitors. And, so that means that you have more to invest. You, can afford things, like to you know, stock buybacks, and you can invest in R&D you don't have to make those hard trade offs that a lot of your competitors have to make, so-- >> You got to have a talk with my boss on the whole investment. >> Yeah, right. You'd never enough, right? Never enough. But in speaking of R&D and innovations that you're intro introducing, I'm specifically interested in, how are you dealing with innovations to help simplify hybrid cloud, the operations there, improve flexibility, and things around Cloud Native initiatives as well? >> Absolutely, absolutely. Well, look, I think, one of the fundamentals where we're kind of philosophically different from a lot of options that I see in the industry is, we don't need to build everything ourselves, we don't. I just need to create a damn good platform with really good platform services, whether it's, you know, around, searchability, whether it's around logging, whether it's around, you know, access control, multi-tenants. I need to create a really good platform, and make it open. I do not need to go on a shopping spree to buy 17 and 1/2 companies and then figure out how to stich it all together. 'Cause it's almost impossible. And if it's impossible for us as a vendor, it's three times more difficult for the customer who then has to consume it. So that was the philosophical difference and how we went about building Intersight. We've created a hardened platform that's always on, okay? And then you, then the magic starts happening. Then you get partners, whether it is, you know, infrastructure partners, like, you know, some of our storage partners like NetApp or PR, or you know, others, who want their conversion infrastructures also to be managed, or their other SaaS offerings and software vendors who have now become partners. Like we did not write Terraform, you know, but we partnered with Hashi and now, you know, Terraform service's available on the Intersight platform. We did not write all the algorithms for workload optimization between a public cloud and on-prem. We partner with a company called Turbonomic and so that's now an offering on the Intersight platform. So that's where we're philosophically different, in sort of, you know, how we have gone about this. And, it actually dovetails well into, some of the new things that I want to talk about today that we're announcing on the Intersight platform where we're actually announcing the ability to attach and be able to manage Kubernetes clusters which are not on-prem. They're actually on AWS, on Azure, soon coming on GC, on GKE as well. So it really doesn't matter. We're not telling a customer if you're comfortable building your applications and running Kubernetes clusters on, you know, in AWS or Azure, stay there. But in terms of monitoring, managing it, you can use Intersight, and since you're using it on-prem you can use that same piece of software to manage Kubernetes clusters in a public cloud. Or even manage DMS in a EC2 instance. So. >> Yeah so, the fact that you could, you mentioned Storage Pure, NetApp, so Intersight can manage that infrastructure. I remember the Hashi deal and I, it caught my attention. I mean, of course a lot of companies want to partner with Cisco 'cause you've got such a strong ecosystem, but I thought that was an interesting move, Turbonomic you mentioned. And now you're saying Kubernetes in the public cloud. So a lot different than it was 10 years ago. So my last question is, how do you see this hybrid cloud evolving? I mean, you had private cloud and you had public cloud, and it was kind of a tug of war there. We see these two worlds coming together. How will that evolve on for the next few years? >> Well, I think it's the evolution of the model and I, really look at Cloud, you know, 2.0 or 3.0, or depending on, you know, how you're keeping terms. But, I think one thing has become very clear again, we, we've be eating our own dog food, I mean, Intersight is a hybrid cloud SaaS application. So we've learned some of these lessons ourselves. One thing is for sure that the customers are looking for a consistent model, whether it's on the edge, on the COLO, public cloud, on-prem, no data center, it doesn't matter. They're looking for a consistent model for operations, for governance, for upgrades, for reliability. They're looking for a consistent operating model. What (indistinct) tells me I think there's going to be a rise of more custom clouds. It's still going to be hybrid, so applications will want to reside wherever it most makes most sense for them which is obviously data, 'cause you know, data is the most expensive thing. So it's going to be complicated with the data goes on the edge, will be on the edge, COLO, public cloud, doesn't matter. But, you're basically going to see more custom clouds, more industry specific clouds, you know, whether it's for finance, or transportation, or retail, industry specific, I think sovereignty is going to play a huge role, you know, today, if you look at the cloud provider there's a handful of, you know, American and Chinese companies, that leave the rest of the world out when it comes to making, you know, good digital citizens of their people and you know, whether it's data latency, data gravity, data sovereignty, I think that's going to play a huge role. Sovereignty's going to play a huge role. And the distributor cloud also called Edge, is going to be the next frontier. And so, that's where we are trying line up our strategy. And if I had to sum it up in one sentence, it's really, your cloud, your way. Every customer is on a different journey, they will have their choice of like workloads, data, you know, upgrade reliability concern. That's really what we are trying to enable for our customers. >> You know, I think I agree with you on that custom clouds. And I think what you're seeing is, you said every company is a software company. Every company is also becoming a cloud company. They're building their own abstraction layers, they're connecting their on-prem to their public cloud. They're doing that across clouds, and they're looking for companies like Cisco to do the hard work, and give me an infrastructure layer that I can build value on top of. 'Cause I'm going to take my financial services business to my cloud model, or my healthcare business. I don't want to mess around with, I'm not going to develop, you know, custom infrastructure like an Amazon does. I'm going to look to Cisco and your R&D to do that. Do you buy that? >> Absolutely. I think again, it goes back to what I was talking about with platform. You got to give the world a solid open, flexible platform. And flexible in terms of the technology, flexible in how they want to consume it. Some of our customers are fine with the SaaS, you know, software. But if I talk to, you know, my friends in the federal team, no, that does not work. And so, how they want to consume it, they want to, you know, (indistinct) you know, sovereignty we talked about. So, I think, you know, job for an infrastructure vendor like ourselves is to give the world a open platform, give them the knobs, give them the right API tool kit. But the last thing I will mention is, you know, there's still a place for innovation in hardware. And I think some of my colleagues are going to get into some of those, you know, details, whether it's on our X-Series, you know, platform or HyperFlex, but it's really, it's going to be software defined, it's a SaaS service and then, you know, give the world an open rock solid platform. >> Got to run on something All right, Thanks DD, always a pleasure to have you on the, theCUBE, great to see you. >> Thanks for having me. >> You're welcome. In a moment, I'll be back to dig into hyperconverged, and where HyperFlex fits, and how it may even help with addressing some of the supply chain challenges that we're seeing in the market today. >> It used to be all your infrastructure was managed here. But things got more complex in distributing, and now IT operations need to be managed everywhere. But what if you could manage everywhere from somewhere? One scalable place that brings together your teams, technology, and operations. Both on-prem and in the cloud. One automated place that provides full stack visibility to help you optimize performance and stay ahead of problems. One secure place where everyone can work better, faster, and seamlessly together. That's the Cisco Intersight cloud operations platform. The time saving, cost reducing, risk managing solution for your whole IT environment, now and into the future of this ever-changing world of IT. (upbeat music) >> With me now are Manish Agarwal, senior director of product management for HyperFlex at Cisco, @flash4all, number four, I love that, on Twitter. And Darren Williams, the director of business development and sales for Cisco. MrHyperFlex, @MrHyperFlex on Twitter. Thanks guys. Hey, we're going to talk about some news and HyperFlex, and what role it plays in accelerating the hybrid cloud journey. Gentlemen, welcome to theCUBE, good to see you. >> Thanks a lot Dave. >> Thanks Dave. >> All right Darren, let's start with you. So, for a hybrid cloud, you got to have on-prem connection, right? So, you got to have basically a private cloud. What are your thoughts on that? >> Yeah, we agree. You can't have a hybrid cloud without that prime element. And you've got to have a strong foundation in terms of how you set up the whole benefit of the cloud model you're building in terms of what you want to try and get back from the cloud. You need a strong foundation. Hyperconversions provides that. We see more and more customers requiring a private cloud, and they're building it with Hyperconversions, in particular HyperFlex. Now to make all that work, they need a good strong cloud operations model to be able to connect both the private and the public. And that's where we look at Intersight. We've got solution around that to be able to connect that around a SaaS offering. That looks around simplified operations, gives them optimization, and also automation to bring both private and public together in that hybrid world. >> Darren let's stay with you for a minute. When you talk to your customers, what are they thinking these days when it comes to implementing hyperconverged infrastructure in both the enterprise and at the edge, what are they trying to achieve? >> So there's many things they're trying to achieve, probably the most brutal honesty is they're trying to save money, that's probably the quickest answer. But, I think they're trying to look in terms of simplicity, how can they remove layers of components they've had before in their infrastructure? We see obviously collapsing of storage into hyperconversions and storage networking. And we've got customers that have saved 80% worth of savings by doing that collapse into a hyperconversion infrastructure away from their Three Tier infrastructure. Also about scalability, they don't know the end game. So they're looking about how they can size for what they know now, and how they can grow that with hyperconvergence very easy. It's one of the major factors and benefits of hyperconversions. They also obviously need performance and consistent performance. They don't want to compromise performance around their virtual machines when they want to run multiple workloads. They need that consistency all all way through. And then probably one of the biggest ones is that around the simplicity model is the management layer, ease of management. To make it easier for their operations, yeah, we've got customers that have told us, they've saved 50% of costs in their operations model on deploying HyperFlex, also around the time savings they make massive time savings which they can reinvest in their infrastructure and their operations teams in being able to innovate and go forward. And then I think probably one of the biggest pieces we've seen as people move away from three tier architecture is the deployment elements. And the ease of deployment gets easy with hyperconverged, especially with Edge. Edge is a major key use case for us. And, what I want, what our customers want to do is get the benefit of a data center at the edge, without A, the big investment. They don't want to compromise in performance, and they want that simplicity in both management and deployment. And, we've seen our analysts recommendations around what their readers are telling them in terms of how management deployment's key for our IT operations teams. And how much they're actually saving by deploying Edge and taking the burden away when they deploy hyperconversions. And as I said, the savings elements is the key bit, and again, not always, but obviously those are case studies around about public cloud being quite expensive at times, over time for the wrong workloads. So by bringing them back, people can make savings. And we again have customers that have made 50% savings over three years compared to their public cloud usage. So, I'd say that's the key things that customers are looking for. Yeah. >> Great, thank you for that Darren. Manish, we have some hard news, you've been working a lot on evolving the HyperFlex line. What's the big news that you've just announced? >> Yeah, thanks Dave. So there are several things that we are announcing today. The first one is a new offer called HyperFlex Express. This is, you know, Cisco Intersight led and Cisco Intersight managed eight HyperFlex configurations. That we feel are the fastest path to hybrid cloud. The second is we are expanding our server portfolio by adding support for HX on AMD Rack, UCS AMD Rack. And the third is a new capability that we are introducing, that we are calling, local containerized witness. And let me take a minute to explain what this is. This is a pretty nifty capability to optimize for Edge environments. So, you know, this leverages the, Cisco's ubiquitous presence of the networking, you know, products that we have in the environments worldwide. So the smallest HyperFlex configuration that we have is a 2-node configuration, which is primarily used in Edge environments. Think of a, you know, a backroom in a departmental store or a oil rig, or it might even be a smaller data center somewhere around the globe. For these 2-node configurations, there is always a need for a third entity that, you know, industry term for that is either a witness or an arbitrator. We had that for HyperFlex as well. And the problem that customers face is, where you host this witness. It cannot be on the cluster because the job of the witness is to, when the infrastructure is going down, it basically breaks, sort of arbitrates which node gets to survive. So it needs to be outside of the cluster. But finding infrastructure to actually host this is a problem, especially in the Edge environments where these are resource constraint environments. So what we've done is we've taken that witness, we've converted it into a container reform factor. And then qualified a very large slew of Cisco networking products that we have, right from ISR, ASR, Nexus, Catalyst, industrial routers, even a Raspberry Pi that can host this witness. Eliminating the need for you to find yet another piece of infrastructure, or doing any, you know, care and feeding of that infrastructure. You can host it on something that already exists in the environment. So those are the three things that we are announcing today. >> So I want to ask you about HyperFlex Express. You know, obviously the whole demand and supply chain is out of whack. Everybody's, you know, global supply chain issues are in the news, everybody's dealing with it. Can you expand on that a little bit more? Can HyperFlex Express help customers respond to some of these issues? >> Yeah indeed Dave. You know the primary motivation for HyperFlex Express was indeed an idea that, you know, one of the folks are on my team had, which was to build a set of HyperFlex configurations that are, you know, would have a shorter lead time. But as we were brainstorming, we were actually able to tag on multiple other things and make sure that, you know, there is in it for, something in it for our customers, for sales, as well as our partners. So for example, you know, for our customers, we've been able to dramatically simplify the configuration and the install for HyperFlex Express. These are still HyperFlex configurations and you would at the end of it, get a HyperFlex cluster. But the part to that cluster is much, much simplified. Second is that we've added in flexibility where you can now deploy these, these are data center configurations, but you can deploy these with or without fabric interconnects, meaning you can deploy with your existing top of rack. We've also, you know, added attractive price point for these, and of course, you know, these will have better lead times because we've made sure that, you know, we are using components that are, that we have clear line of sight from our supply perspective. For partner and sales, this is, represents a high velocity sales motion, a faster turnaround time, and a frictionless sales motion for our distributors. This is actually a set of disty-friendly configurations, which they would find very easy to stalk, and with a quick turnaround time, this would be very attractive for the distys as well. >> It's interesting Manish, I'm looking at some fresh survey data, more than 70% of the customers that were surveyed, this is the ETR survey again, we mentioned 'em at the top. More than 70% said they had difficulty procuring server hardware and networking was also a huge problem. So that's encouraging. What about, Manish, AMD? That's new for HyperFlex. What's that going to give customers that they couldn't get before? >> Yeah Dave, so, you know, in the short time that we've had UCS AMD Rack support, we've had several record making benchmark results that we've published. So it's a powerful platform with a lot of performance in it. And HyperFlex, you know, the differentiator that we've had from day one is that it has the industry leading storage performance. So with this, we are going to get the fastest compute, together with the fastest storage. And this, we are hoping that we'll, it'll basically unlock, you know, a, unprecedented level of performance and efficiency, but also unlock several new workloads that were previously locked out from the hyperconverged experience. >> Yeah, cool. So Darren, can you give us an idea as to how HyperFlex is doing in the field? >> Sure, absolutely. So, both me and Manish been involved right from the start even before it was called HyperFlex, and we've had a great journey. And it's very exciting to see where we are taking, where we've been with the technology. So we have over 5,000 customers worldwide, and we're currently growing faster year over year than the market. The majority of our customers are repeat buyers, which is always a good sign in terms of coming back when they've proved the technology and are comfortable with the technology. They, repeat buyer for expanded capacity, putting more workloads on. They're using different use cases on there. And from an Edge perspective, more numbers of science. So really good endorsement of the technology. We get used across all verticals, all segments, to house mission critical applications, as well as the traditional virtual server infrastructures. And we are the lifeblood of our customers around those, mission critical customers. I think one big example, and I apologize for the worldwide audience, but this resonates with the American audience is, the Super Bowl. So, the SoFi stadium that housed the Super Bowl, actually has Cisco HyperFlex running all the management services, through from the entire stadium for digital signage, 4k video distribution, and it's completely cashless. So, if that were to break during Super Bowl, that would've been a big news article. But it was run perfectly. We, in the design of the solution, we're able to collapse down nearly 200 servers into a few nodes, across a few racks, and have 120 virtual machines running the whole stadium, without missing a heartbeat. And that is mission critical for you to run Super Bowl, and not be on the front of the press afterwards for the wrong reasons, that's a win for us. So we really are, really happy with HyperFlex, where it's going, what it's doing, and some of the use cases we're getting involved in, very, very exciting. >> Hey, come on Darren, it's Super Bowl, NFL, that's international now. And-- >> Thing is, I follow NFL. >> The NFL's, it's invading London, of course, I see the, the picture, the real football over your shoulder. But, last question for Manish. Give us a little roadmap, what's the future hold for HyperFlex? >> Yeah. So, you know, as Darren said, both Darren and I have been involved with HyperFlex since the beginning. But, I think the best is yet to come. There are three main pillars for HyperFlex. One is, Intersight is central to our strategy. It provides a, you know, lot of customer benefit from a single pane of class management. But we are going to take this beyond the lifecycle management, which is for HyperFlex, which is integrated into Intersight today, and element management. We are going to take it beyond that and start delivering customer value on the dimensions of AI Ops, because Intersight really provides us a ideal platform to gather stats from all the clusters across the globe, do AI/ML and do some predictive analysis with that, and return back as, you know, customer valued, actionable insights. So that is one. The second is UCS expand the HyperFlex portfolio, go beyond UCS to third party server platforms, and newer UCS server platforms as well. But the highlight there is one that I'm really, really excited about and think that there is a lot of potential in terms of the number of customers we can help. Is HX on X-Series. X-Series is another thing that we are going to, you know, add, we're announcing a bunch of capabilities on in this particular launch. But HX on X-Series will have that by the end of this calendar year. And that should unlock with the flexibility of X-Series of hosting a multitude of workloads and the simplicity of HyperFlex. We're hoping that would bring a lot of benefits to new workloads that were locked out previously. And then the last thing is HyperFlex data platform. This is the heart of the offering today. And, you'll see the HyperFlex data platform itself it's a distributed architecture, a unique distributed architecture. Primarily where we get our, you know, record baring performance from. You'll see it can foster more scalable, more resilient, and we'll optimize it for you know, containerized workloads, meaning it'll get granular containerized, container granular management capabilities, and optimize for public cloud. So those are some things that we are, the team is busy working on, and we should see that come to fruition. I'm hoping that we'll be back at this forum in maybe before the end of the year, and talking about some of these newer capabilities. >> That's great. Thank you very much for that, okay guys, we got to leave it there. And you know, Manish was talking about the HX on X-Series that's huge, customers are going to love that and it's a great transition 'cause in a moment, I'll be back with Vikas Ratna and Jim Leach, and we're going to dig into X-Series. Some real serious engineering went into this platform, and we're going to explore what it all means. You're watching Simplifying Hybrid Cloud on theCUBE, your leader in enterprise tech coverage. >> The power is here, and here, but also here. And definitely here. Anywhere you need the full force and power of your infrastructure hyperconverged. It's like having thousands of data centers wherever you need them, powering applications anywhere they live, but manage from the cloud. So you can automate everything from here. (upbeat music) Cisco HyperFlex goes anywhere. Cisco, the bridge to possible. (upbeat music) >> Welcome back to theCUBE's special presentation, Simplifying Hybrid Cloud brought to you by Cisco. We're here with Vikas Ratna who's the director of product management for UCS at Cisco and James Leach, who is director of business development at Cisco. Gents, welcome back to theCUBE, good to see you again. >> Hey, thanks for having us. >> Okay, Jim, let's start. We know that when it comes to navigating a transition to hybrid cloud, it's a complicated situation for a lot of customers, and as organizations as they hit the pavement for their hybrid cloud journeys, what are the most common challenges that they face? What are they telling you? How is Cisco, specifically UCS helping them deal with these problems? >> Well, you know, first I think that's a, you know, that's a great question. And you know, customer centric view is the way that we've taken, is kind of the approach we've taken from day one. Right? So I think that if you look at the challenges that we're solving for that our customers are facing, you could break them into just a few kind of broader buckets. The first would definitely be applications, right? That's the, that's where the rubber meets your proverbial road with the customer. And I would say that, you know, what we're seeing is, the challenges customers are facing within applications come from the the way that applications have evolved. So what we're seeing now is more data centric applications for example. Those require that we, you know, are able to move and process large data sets really in real time. And the other aspect of applications I think to give our customers kind of some, you know, pause some challenges, would be around the fact that they're changing so quickly. So the application that exists today or the day that they, you know, make a purchase of infrastructure to be able to support that application, that application is most likely changing so much more rapidly than the infrastructure can keep up with today. So, that creates some challenges around, you know, how do I build the infrastructure? How do I right size it without over provisioning, for example? But also, there's a need for some flexibility around life cycle and planning those purchase cycles based on the life cycle of the different hardware elements. And within the infrastructure, which I think is the second bucket of challenges, we see customers who are being forced to move away from the, like a modular or blade approach, which offers a lot of operational and consolidation benefits, and they have to move to something like a Rack server model for some applications because of these needs that these data centric applications have, and that creates a lot of you know, opportunity for siloing the infrastructure. And those silos in turn create multiple operating models within the, you know, a data center environment that, you know, again, drive a lot of complexity. So that, complexity is definitely the enemy here. And then finally, I think life cycles. We're seeing this democratization of processing if you will, right? So it's no longer just CPU focused, we have GPU, we have FPGA, we have, you know, things that are being done in storage and the fabrics that stitch them together that are all changing rapidly and have very different life cycles. So, when those life cycles don't align for a lot of our customers, they see a challenge in how they can manage this, you know, these different life cycles and still make a purchase without having to make too big of a compromise in one area or another because of the misalignment of life cycles. So, that is a, you know, kind of the other bucket. And then finally, I think management is huge, right? So management, you know, at its core is really right size for our customers and give them the most value when it meets the mark around scale and scope. You know, back in 2009, we weren't meeting that mark in the industry and UCS came about and took management outside the chassis, right? We put it at the top of the rack and that worked great for the scale and scope we needed at that time. However, as things have changed, we're seeing a very new scale and scope needed, right? So we're talking about a hybrid cloud world that has to manage across data centers, across clouds, and, you know, having to stitch things together for some of our customers poses a huge challenge. So there are tools for all of those operational pieces that touch the application, that touch the infrastructure, but they're not the same tool. They tend to be disparate tools that have to be put together. >> Right. >> So our customers, you know, don't really enjoy being in the business of, you know, building their own tools, so that creates a huge challenge. And one where I think that they really crave that full hybrid cloud stack that has that application visibility but also can reach down into the infrastructure. >> Right. You know Jim, I said in my open that you guys, Cisco sort of changed the server game with the original UCS, but the X-Series is the next generation, the generation for the next decade which is really important 'cause you touched on a lot of things, these data intensive workload, alternative processors to sort of meet those needs. The whole cloud operating model and hybrid cloud has really changed. So, how's it going with with the X-Series? You made a big splash last year, what's the reception been in the field? >> Actually, it's been great. You know, we're finding that customers can absolutely relate to our, you know, UCS X-Series story. I think that, you know, the main reason they relate to it is they helped create it, right? It was their feedback and their partnership that gave us really the, those problem areas, those areas that we could solve for the customer that actually add, you know, significant value. So, you know, since we brought UCS to market back in 2009, you know, we had this unique architectural paradigm that we created, and I think that created a product which was the fastest in Cisco history in terms of growth. What we're seeing now is X-Series is actually on a faster trajectory. So we're seeing a tremendous amount of uptake. We're seeing all, you know, both in terms of, you know, the number of customers, but also more importantly, the number of workloads that our customers are using, and the types of workloads are growing, right? So we're growing this modular segment that exist, not just, you know, bringing customers onto a new product, but we're actually bring them into the product in the way that we had envisioned, which is one infrastructure that can run any application and do it seamlessly. So we're really excited to be growing this modular segment. I think the other piece, you know, that, you know, we judge ourselves is, you know, sort of not just within Cisco, but also within the industry. And I think right now is a, you know, a great example, you know, our competitors have taken kind of swings and misses over the past five years at this, at a, you know, kind of the new next architecture. And, we're seeing a tremendous amount of growth even faster than any of our competitors have seen when they announced something that was new to this space. So, I think that the ground up work that we did is really paying off. And I think that what we're also seeing is it's not really a leap frog game, as it may have been in the past. X-Series is out in front today, and, you know, we're extending that lead with some of the new features and capabilities we have. So we're delivering on the story that's already been resonating with customers and, you know, we're pretty excited that we're seeing the results as well. So, as our competitors hit walls, I think we're, you know, we're executing on the plan that we laid out back in June when we launched X-Series to the world. And, you know, as we continue to do that, we're seeing, you know, again, tremendous uptake from our customers. >> So thank you for that Jim. So Vikas, I was just on Twitter just today actually talking about the gravitational pull, you've got the public clouds pulling CXOs one way and you know, on-prem folks pulling the other way and hybrid cloud. So, organizations are struggling with a lot of different systems and architectures and ways to do things. And I said that what they're trying to do is abstract all that complexity away and they need infrastructure to support that. And I think your stated aim is really to try to help with that confusion with the X series, right? I mean, so how so can you explain that? >> Sure. And, that's the right, the context that you built up right there Dave. If you walk into enterprise data center you'll see plethora of compute systems spread all across. Because, every application has its unique needs, and, hence you find drive node, drive-dense system, memory dense system, GPU dense system, core dense system, and variety of form factors, 1U, 2U, 4U, and, every one of them typically come with, you know, variety of adapters and cables and so forth. This creates the siloness of resources. Fabric is (indistinct), the adapter is (indistinct). The power and cooling implication. The Rack, you know, face challenges. And, above all, the multiple management plane that they come up with, which makes it very difficult for IT to have one common center policy, and enforce it all across, across the firmware and software and so forth. And then think about upgrade challenges of the siloness makes it even more complex as these go through the upgrade processes of their own. As a result, we observe quite a few of our customers, you know, really seeing an inter, slowness in that agility, and high burden in the cost of overall ownership. This is where with the X-Series powered by Intersight, we have one simple goal. We want to make sure our customers get out of that complexities. They become more agile, and drive lower TCOs. And we are delivering it by doing three things, three aspects of simplification. First, simplify their whole infrastructure by enabling them to run their entire workload on single infrastructure. An infrastructure which removes the siloness of form factor. An infrastructure which reduces the Rack footprint that is required. An infrastructure where power and cooling budgets are in the lower. Second, we want to simplify by delivering a cloud operating model, where they can and create the policy once across compute network storage and deploy it all across. And third, we want to take away the pain they have by simplifying the process of upgrade and any platform evolution that they're going to go through in the next two, three years. So that's where the focus is on just driving down the simplicity, lowering down their TCOs. >> Oh, that's key, less friction is always a good thing. Now, of course, Vikas we heard from the HyperFlex guys earlier, they had news not to be outdone. You have hard news as well. What innovations are you announcing around X-Series today? >> Absolutely. So we are following up on the exciting X-Series announcement that we made in June last year, Dave. And we are now introducing three innovation on X-Series with the goal of three things. First, expand the supported workload on X-Series. Second, take the performance to new levels. Third, dramatically reduce the complexities in the data center by driving down the number of adapters and cables that are needed. To that end, three new innovations are coming in. First, we are introducing the support for the GPU node using a cableless and very unique X-Fabric architecture. This is the most elegant design to add the GPUs to the compute node in the modular form factor. Thereby, our customers can now power in AI/ML workload, or any workload that need many more number of GPUs. Second, we are bringing in GPUs right onto the compute node, and thereby our customers can now fire up the accelerated VDI workload for example. And third, which is what you know, we are extremely proud about, is we are innovating again by introducing the fifth generation of our very popular unified fabric technology. With the increased bandwidth that it brings in, coupled with the local drive capacity and densities that we have on the compute node, our customers can now fire up the big data workload, the FCI workload, the SDS workload. All these workloads that have historically not lived in the modular form factor, can be run over there and benefit from the architectural benefits that we have. Second, with the announcement of fifth generation fabric, we've become the only vendor to now finally enable 100 gig end to end single port bandwidth, and there are multiple of those that are coming in there. And we are working very closely with our CI partners to deliver the benefit of these performance through our Cisco Validated Design to our CI franchise. And third, the innovations in the fifth gen fabric will again allow our customers to have fewer physical adapters made with ethernet adapter, made with power channel adapters, or made with, the other storage adapters. They've reduced it down and coupled with the reduction in the cable. So very, very excited about these three big announcements that we are making in this month's release. >> Great, a lot there, you guys have been busy, so thank you for that Vikas. So, Jim, you talked a little bit about the momentum that you have, customers are adopting, what problems are they telling you that X-Series addresses, and how do they align with where they want to go in the future? >> That's a great question. I think if you go back to, and think about some of the things that we mentioned before, in terms of the problems that we originally set out to solve, we're seeing a lot of traction. So what Vikas mentioned I think is really important, right? Those pieces that we just announced really enhance that story and really move again, to the, kind of, to the next level of taking advantage of some of these, you know, problem solving for our customers. You know, if you look at, you know, I think Vikas mentioned accelerated VDI. That's a great example. These are where customers, you know, they need to have this dense compute, they need video acceleration, they need tight policy management, right? And they need to be able to deploy these systems anywhere in the world. Well, that's exactly what we're hitting on here with X-Series right now. We're hitting the market in every single way, right? We have the highest compute config density that we can offer across the, you know, the very top end configurations of CPUs, and a lot of room to grow. We have the, you know, the premier cloud based management, you know, hybrid cloud suite in the industry, right? So check there. We have the flexible GPU accelerators that Vikas just talked about that we're announcing both on the system and also adding additional ones to the, through the use of the X-Fabric, which is really, really critical to this launch as well. And, you know, I think finally, the fifth generation of fabric interconnect and virtual interface card, and, intelligent fabric module go hand in hand in creating this 100 gig end to end bandwidth story, that we can move a lot of data. Again, you know, having all this performance is only as good as what we can get in and out of it, right? So giving customers the ability to manage it anywhere, to be able to get the bandwidth that they need, to be able to get the accelerators that are flexible that it fit exactly their needs, this is huge, right? This solves a lot of the problems we can tick off right away. With the infrastructure as I mentioned, X-Fabric is really critical here because it opens a lot of doors here, you know, we're talking about GPUs today, but in the future, there are other elements that we can disaggregate, like the GPUs that solve these life cycle mismanagement issues. They solve issues around the form factor limitations. It solves all these issues for like, it does for GPU we can do that with storage or memory in the future. So that's going to be huge, right? This is disaggregation that actually delivers, right? It's not just a gimmicky bar trick here that we're doing, this is something that customers can really get value out of day one. And then finally, I think the, you know, the future readiness here, you know, we avoid saying future proof because we're kind of embracing the future here. We know that not only are the GPUs going to evolve, the CPUs are going to evolve, the drives, you know, the storage modules are going to evolve. All of these things are changing very rapidly. The fabric that stitches them together is critical, and we know that we're just on the edge of some of the development that are coming with CXL, with some of the PCI Express changes that are coming in the very near future, so we're ready to go. And the X-Fabric is exactly the vehicle that's going to be able to deliver those technologies to our customers, right? Our customers are out there saying that, you know, they want to buy into to something like X-Series that has all the operational benefits, but at the same time, they have to have the comfort in knowing that they're protected against being locked out of some technology that's coming in the future, right? We want our customers to take these disruptive technologies and not be disrupted, but use them to disrupt their competition as well. So, you know, we're really excited about the pieces today, and, I think it goes a long way towards continuing to tell the customer benefit story that X-Series brings, and, you know, again, you know, stay tuned because it's going to keep getting better as we go. >> Yeah, a lot of headroom for scale and the management piece is key there. Just have time for one more question Vikas. Give us some nuggets on the roadmap. What's next for X-Series that we can look forward to? >> Absolutely Dave. As we talked about, and as Jim also hinted, this is a future ready architecture. A lot of focus and innovation that we are going through is about enabling our customers to seamlessly and painlessly adopt very disruptive hardware technologies that are coming up, no refund replace. And, there we are looking into, enabling the customer's journey as they transition from PCI generation four, to five to six without driven replace, as they embrace CXL without driven replace. As they embrace the newer paradigm of computing through the disaggregated memory, disaggregated PCIe or NVMe based dense drives, and so forth. We are also looking forward to X-Fabric next generation, which will allow dynamic assignment of GPUs anywhere within the chassis and much more. So this is again, all about focusing on the innovation that will make the enterprise data center operations a lot more simpler, and drive down the TCO by keeping them not only covered for today, but also for future. So that's where some of the focus is on Dave. >> Okay. Thank you guys we'll leave it there, in a moment, I'll have some closing thoughts. (upbeat music) We're seeing a major evolution, perhaps even a bit of a revolution in the underlying infrastructure necessary to support hybrid work. Look, virtualizing compute and running general purpose workloads is something IT figured out a long time ago. But just when you have it nailed down in the technology business, things change, don't they? You can count on that. The cloud operating model has bled into on-premises locations. And is creating a new vision for the future, which we heard a lot about today. It's a vision that's turning into reality. And it supports much more diverse and data intensive workloads and alternative compute modes. It's one where flexibility is a watch word, enabling change, attacking complexity, and bringing a management capability that allows for a granular management of resources at massive scale. I hope you've enjoyed this special presentation. Remember, all these videos are available on demand at thecube.net. And if you want to learn more, please click on the information link. Thanks for watching Simplifying Hybrid Cloud brought to you by Cisco and theCUBE, your leader in enterprise tech coverage. This is Dave Vellante, be well and we'll see you next time. (upbeat music)

Published Date : Mar 22 2022

SUMMARY :

and its role in simplifying the complexity Good to see you again. Talk about the trends you're of the big things that, and of course the storage team as well. UCS and we, you know, Well, you know, you brought platform. is not on the customer, like to you know, stock buybacks, on the whole investment. hybrid cloud, the operations Like we did not write Terraform, you know, Kubernetes in the public cloud. that leave the rest of the world out you know, custom infrastructure And flexible in terms of the technology, have you on the, theCUBE, some of the supply chain challenges to help you optimize performance And Darren Williams, the So, for a hybrid cloud, you in terms of what you want to in both the enterprise and at the edge, is that around the simplicity What's the big news that Eliminating the need for you to find are in the news, and of course, you know, more than 70% of the is that it has the industry is doing in the field? and not be on the front Hey, come on Darren, the real football over your shoulder. and return back as, you know, And you know, Manish was Cisco, the bridge to possible. theCUBE, good to see you again. We know that when it comes to navigating or the day that they, you know, the business of, you know, my open that you guys, can absolutely relate to our, you know, and you know, on-prem the context that you What innovations are you And third, which is what you know, the momentum that you have, the future readiness here, you know, for scale and the management a lot more simpler, and drive down the TCO brought to you by Cisco and theCUBE,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JimPERSON

0.99+

Dave VellantePERSON

0.99+

UCSORGANIZATION

0.99+

CiscoORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

Manish AgarwalPERSON

0.99+

2009DATE

0.99+

80%QUANTITY

0.99+

DavePERSON

0.99+

50%QUANTITY

0.99+

JuneDATE

0.99+

17QUANTITY

0.99+

36%QUANTITY

0.99+

DarrenPERSON

0.99+

James LeachPERSON

0.99+

threeQUANTITY

0.99+

100 gigQUANTITY

0.99+

Darren WilliamsPERSON

0.99+

Enterprise Technology ResearchORGANIZATION

0.99+

June last yearDATE

0.99+

AMDORGANIZATION

0.99+

FirstQUANTITY

0.99+

one sentenceQUANTITY

0.99+

TurbonomicORGANIZATION

0.99+

Super BowlEVENT

0.99+

thecube.netOTHER

0.99+

more than 70%QUANTITY

0.99+

last yearDATE

0.99+

VikasORGANIZATION

0.99+

third segmentQUANTITY

0.99+

VikasPERSON

0.99+

OneQUANTITY

0.99+

fourth toolQUANTITY

0.99+

AWSORGANIZATION

0.99+

thirdQUANTITY

0.99+

oneQUANTITY

0.99+

Vikas RatnaPERSON

0.99+

IntersightORGANIZATION

0.99+

ETRORGANIZATION

0.99+

SecondQUANTITY

0.99+

HyperFlexORGANIZATION

0.99+

mid 2000sDATE

0.99+

third toolQUANTITY

0.99+

TodayDATE

0.99+

More than 70%QUANTITY

0.99+

X-SeriesTITLE

0.99+

10 years agoDATE

0.99+

Jon Siegal, Dell Technologies & Dave McGraw, VMware | CUBE Conversation


 

(bright music) >> Hello, and welcome to this CUBE conversation. I'm John Furrier, your host of theCUBE, here in Palo Alto, California. It's a hybrid world, we're still doing remote in news. Of course, events are coming back in person, but more importantly conversations continue. We've got two great guests here, John Siegal, SVP ISG Marketing at Dell Technologies, and Dave McGraw, office of the CTO at VMware. Gentlemen, great to see you moving forward. Dell Technologies and VMware great partnership. Thanks for coming on. >> Great to be back. >> Yeah, hi, John, thanks for having us. >> You know, the world's coming back to kind of real life, Omnicon virus is out there, but people say it's not going to be as bad as we think, but it looks like events are happening. But more importantly, the cloud native, cloud operations is definitely forcing lots of great new things happening, new innovations on-premises and at the Edge. A lot of new things happening in Dell and VMware, both have been working together for a long time now. VMware a separate company, we'll get to that in a second, but let's get to the partnership. What's new, what's changed with the relationship? >> Yeah, so I mean, just to kick that off and certainly Dave can chime in, but I think in a word, you know, John, nothing changes in terms of my customer's perspective. I mean, in many ways our joint relationship has never been stronger. We've put a ton of investment in both joint engineering innovation, Joint Go To Market over the last several years. And we're really been making what was our vision a couple of years ago a reality, and we only expect that to continue. And I think much of the reason we expect that to continue is because we have a shared vision of this distributed multi-cloud, you know, cloud native, modern app environment that customers want to drive. >> Yeah, and John, I would add that we've been building platforms together for the last five years, a great example is VxRail. You know, it's a market-leading technology that we've co-engineered together. And now it's a platform that we're actually building out use cases on top of whether it's multi-cloud solutions, whether it's private and hybrid cloud or including Tansu for developer environments. You know, we're using the investments we made and then we're layering in and building more value into those investments together. And we put agreements in place by the way that, you know, multi-year agreements around commercial arrangements and partnering together as well as our technology collaboration together. So we feel really confident about the future and that's what we're communicating to our customer base. >> Yeah, indeed just go ahead sorry, John. >> No, good. >> I was going to say just to build on that, as he said, I really, when I say not much changes, I mean, VMware has always been an open ecosystem partner, right? With its OEM vendors out there. And I think the difference here is Dell has made a strategic choice and a decision to make a significant investment in joint innovation, joint engineering, joint testing for VMware environments. And so I think a lot of this comes down to the commitment and focus that we've already made. You mentioned VxRail, which is a fantastic example where we at Dell, we've invested our own IP. You know, HCI systems software, that's sort of the secret ingredient that the secret sauce that delivers that single click, you know, automated lifecycle management experience. And we're investing lots of dollars in test labs just to ensure that customers always have that, you know, that seamless experience. >> You know, one of the benefits of doing theCUBE for 11 years now, it's just been that long, both EMC World and Dell World back in the day was our first events we went to. We've watched you guys together over the years. One of the things that strikes to be consistently the same is this focus of end to end, but also modularity, but also interoperability and kind of componentizing kind of the solution, not to oversimplify it, but this is kind of the big discussion right now as cloud scale, horizontal scale is with cloud resources are being put into the development stream where modern applications now are clear using only cloud native operations. That doesn't mean it's just cloud. I mean, it's cloud everywhere, but it's distributed computing. So this is kind of the original vision if you go back even five years or more. You guys have been working on this. This is kind of an important inflection point because now it's well known that the modern application is going to have to be programmable under the hood. Meaning everything's going to be scaling and rise of superclouds or new Edge technologies, which is coming fast. This is the new normal. This is not something that we were talking about mainstream five years ago, but you guys have been working on this kind of simplicity solutions-based approach. What's your reaction? >> That's right, John, I'll tell you, you might remember at VMworld a couple of years ago we announced Project Monterey. And now this was really a redefining architecture for not only data center, core data centers, but also for cloud and Edge environments. And so it's leveraging technology, you know, data processing units also known as smart NICs. You know, we're essentially redefining what that infrastructure looks like, making it more efficient, more performance, depending on the use case. So we've been partnering very closely with Dell to develop that technology and it's going to really transform what you see at the Edge and what you also see in core data centers going forward. >> Yeah, and there's so many of those. I mean, I think it seems Monterey is a great example of one that we continue to invest in. I think there's also NBME over TCP is another, if you will key ingredient to how customer is going to essentially get the performance they need out of the infrastructure going forward. And so we were proud to be a partner there, at most recent VMware where we announced, you know, the ability to essentially automate the integration of MBME over TCP with Dell EMC system integrated with vSphere. And that's a great example as well, right? I think there's countless. >> John: Yeah. >> And I'll tell you, we are so excited to see what Dell has done in the storage business with PowerStore X, where they've integrated vSphere ESXi into a storage array. And, you know, that creates all kinds of opportunities going forward for better integration and really for plug and play of, you know, the storage technology into cloud infrastructure. >> What's interesting about what you guys talking about is remember the old DevOps moving infrastructure as code. Okay, that became DevSecOps. That's big part of Tansu and security. Now it's all about devs, right? So now devs have all that built in and now the operations are the big conversation because one of the things we pointed out in the theCUBE recently is that, you know, VMware has owned the IT operations world, in our opinion for a long, long time. Dell has owned the enterprise for a very long time in terms of infrastructure in front solutions. The operational efficiency of cloud hybrid is really kind of what's the gateway to multi-cloud. This has been a big part of IT transformation. Can you guys share how you guys were working together to make that flexibility to transform from the old IT to the new IT? And what are some of the things that you're seeing with your customers that can give them a map of how to do this? >> Yeah, so I would say, you know, one area in particular that we're really coming together is around APEX, right? From an as a service perspective. I think what APEX is really doing is really unifying much of what you just described. It's taking as a service, it's taking multi-cloud, it's taking cloud native development if you will, and modern app development. And we together partner to ensure that's a consistent experience for customers. And we have a number of new APEX cloud services that keep that in mind and that are built on joint innovations, like frankly, VxRail at the bottom of that as they've said earlier. So for customers are looking to get, you know, item managing infrastructure altogether, which we, you know, we're seeing more and more now, we recently announced the APEX Cloud Services With VMware Cloud you know, which is again, a joint solution that'll be available soon. And it's one that is managed by Dell, but, you know, it gives customers that simplicity and scale of the public cloud, but certainly that control and security and performance, if you will, that they prefer to have in the private club. >> Yeah, and I think because, you know, the APEX Cloud Service is designed with the VMware Cloud, you have a capability that drives consistency and portability of workloads for customers. So they don't have to re-skill and retrain to be able to manage the environment. They also are not locked in to any particular solution. They have this ability to move workloads depending on what their needs are; economically, performance, you know, logistics requirements, and they can react accordingly as they digitize their business going forward. >> It's interesting, you guys are talking about this demand in a way, addressing this demand for as a service, which is, you know, it can be one cloud or multiple clouds, but it's really more of an abstraction layer of what you deploy to essentially create that connective tissue between what's existing, what's new and how to make it all work together to again, satisfy the developer 'cause the new apps are coming, right? They want more data is coming into them. So this has been, is this the as a service focus, is that what's happening? >> Yes, absolutely, yeah. The, as a service focus is, you know, at the end of the day is how are we going to really simplify this. We've been on this journey now for at least a year and much more to go. And VMware has been a key partner here, you know, on that journey. So a number of cloud services. We've had APEX Hybrid Cloud, APEX Private Cloud, you know, out there for some time. In fact, that's where we're getting a lot of the traction right now, and this new offering that's going to come out soon that we just mentioned with VMware cloud is just going to build on that. >> And VMware is a super cloud, isn't it Dave? Because you guys would be considered by our new definition of Supercloud because you can sit on Amazon. You also have other clouds too, so your customers can operate on any cloud. >> Our view is that, you know, from a multi-cloud future for customers to be able to be on-premises with a, you know, APEX service, to be able to be operating in a Colo, to be able to operate in one of many different hyperscalers, you know, providing that consistency and flexibility is going to be key. And I think also you mentioned Tansu earlier, John. You know, being able to have the customer have choice around whether they're operating with VMs and containers is really key as well. So, you know, what Dell has done with APEX is they set up again, another platform that we can just provide our SASE offerings to very simply and easily and deliver that value to customers in a consistent fashion going forward here. >> You know, I just love the term Supercloud. Actually, I called it subclass, but Dave Vellante called them Superclouds. But the idea is that you can have all the super power in the cloud capabilities, but it's also distributed clouds, right? Where you have Edge, you've got the Core and the notion of a cloud isn't like one place in which there's distributed computing. This is what the world now realizes. Again, we've talked about in theCUBE many times. So let's discuss this whole Core to Edge dynamic because if everything's cloudified, if you will, or cloud operations, you've got devs and ops kind of working together with security, all that good stuff. Now you have almost a seamless environment where code can run anywhere, data should traverse anywhere, but the idea of an Edge changes dramatically and certainly with 5G. So can you guys tie that Edge computing story together how Dell and VMware are addressing this massive growth at the Edge? >> Yeah, I would say, you know, first and foremost, we are seeing a major shift. As you mentioned today, the data being generated at the Edge it's, I think Michael Dell has actually gone on record talking about the next frontier, right? So it's especially happening because we're seeing all these smart monitoring capabilities, IOT, right? At almost any end point now from retail, traffic lights, manufacturing floors, you name it. I think anywhere where data is being acted upon to generate critical insights, right? That's considered an Edge now and we're expecting to see, as ITC has already gone out there on record as saying 50% of the new infrastructure out there will be deployed at the Edge in the next couple of years, so. And it's a different world, right? I mean, I think in terms of what's needed and what the challenges are, there's certainly a lack of specialized technical resources, typically at the Edge, there's typically a scaling issue. How do you manage all those distributed endpoints and do so successfully? And how do you ensure you lay any concerns around security as well? So, you know, once again, we've had a very collaborative approach when it comes to working on challenges like Edge, and, you know, we, again, common theme here, but the VxRail, which is a leading, you know, joint ACI off in the market is the foundation of many of our Edge offerings out there in the market today. The new satellite nodes that we just announced just a few months ago, extends VxRail's, you know, value proposition to the Edge, using a single node deployment. And it's really perfect for customers that don't have that local technical resource expertise or specialized resources. And it still has cyber resilience built right in. >> And John, just to follow up on that real quick, before Dave chimes in. On the Edge, compute has been a huge issue. And I've talked with you guys about this too. You guys have the compute, you have the integrated systems now, any update there on what VxRail is doing different or other Edge power (John laughs) PowerEdge sounds familiar? We need some more power at the Edge. So what's new there? >> Well, you know, first of all, we had new PowerEdge platforms of course, come out in this past year, and, you know, there's, we're building on that. I mean, the latest VxRail is of course, leveraged that power of PowerEdge. Yeah, lots of a good naming arrogance, right? PowerEdge. >> John: I love that. And, but, you know, it's, you know, it's at the heart of much of what we're doing. We're taking a lot of our capabilities that have been IP, like streaming data platform, which enables streaming, video and real-time analytics and running that on a VxRail or PowerEdge platform. You know, we're doing the same thing, you know, with, in the manufacturing side. We're working with partners that have IOT Edge platforms, you know, and running those on VxRail and PowerEdge. So we are taking very much the idea here that, yes, you're right with our rich resources of infrastructure, both with PowerEdge and VxRail, you know, building on that. But working with partners like VMware and others to collapse an integrated solution for the Edge. And so we're seeing really good uptake so far. >> Dave, what's your take on the Dell Edge with VMware, because automation is big theme, not moving data across an internet that's obviously huge. And you got to have that operational stability there. >> Absolutely, and, you know, to your point, being able to do the processing at the Edge and move results around versus moving massive amounts of data around is really key to the future going forward. And, you know, we've taken an approach with Dell where we're working with customers, we're having detailed conversations, really using a "Tiger Team Approach" around the use cases; manufacturing and retail being two of the real key focuses, healthcare another one where we're understanding customer requirements, it's both today and where they want to go. And, you know, so it's about distributed computing, certainly at the Edge. Dell is coming out with some great new platforms that we're integrating our software with. At the same time, we have technology in STWIN and SASE that become part of that solution as well, with VeloCloud. And we're developing a global network of points of presence that really will help support distributed application environments and Edge-native Application environments working with Dell going forward. >> That's great stuff. The next ending question is what's next. I want to just tee that up by bringing up what you kind of made me think of there, Dave, and this is key supply chain on both hardware and software talking about security. So when you say those things you're talking about in terms of functionality, the question is security, right? Both hardware and software supply chain with open source, with automation. I mean, this is a big discussion. What do you guys react to that about what's next.. >> Yeah, I can tell you from a central engineering perspective, you know, we're looking at security compliance and privacy every day, we're working closely with Dell. In fact, we're in the middle of meetings today in this area. And, you know, I look at a few key areas of investment that we're making collectively together. One is in the area of end to end encryption of data. For virtualized environments or containerized environments, being able to have end-to-end encryption and manage a very efficient way, the keys and maintain the data compression and deduplication capabilities for customers, you know, efficiency and cost purposes while being very secure. The second area we're working closely on is in Zero Trust. You know, being able to develop Zero Trust infrastructure across Edge, to Core, to Colo, to Cloud and making sure that, you know, we have reference designs available to customers with procedures, policies, best practices, to be able to drive Zero Trust environments. >> John what you're (indistinct) is huge and you guys have, literally could be the keys to the kingdom pun intended. You guys are doing a lot of great security at the Edge too, whether the traffic stays with the Edge or goes across the network. >> That's all right, I'm as curious, like you said, it's been a joint focus and initiative across much of our portfolio for quite a while now. And I think, you know, you asked what's next and I think, you know, sky's the limit right now. I mean, we've got the shared vision, right? I think at the end of the day, you know, we've shared a number of joint initiatives that are ongoing right now with Project Monterrey. Obviously our integration with Tansu and a number of solutions we have there, work around APEX, et cetera. I think we have complimentary capabilities. You mentioned, you know, areas like supply chain, areas like security, you know, and I think these are all things that we both do well together. And the thing I will say that I think is probably the most key to us sustaining this great execution together is our collaborative cultures. I think, you know, there's something to be said for what we built, you know, all these last several years, you know, around these collaborative cultures, working together on joint roadmaps and focusing on really end of the day solving our customer's biggest challenges, whatever those may be, you know? And so at the end of the day behind us, we have the greatest supply chains, you know, services, support, and innovation engines. But I think, you know, I think that the passion, our groups working together I think is going to be key to us going forward. >> Well, great stuff moving forward together with Dell Technologies and VMware. David, thanks for coming on. John, great to see you. Thanks for sharing insight. Great CUBE conversation talking encryption, we've spoken about Edge and supply chain as well. Great stuff, great conversation. Thanks for coming on. >> Thank you >> Thank you so much, John. >> Okay, this is theCUBE conversation. I'm John Furrier, with theCUBE. You're watching CUBE coverage. Thank you so much for watching. (bright music)

Published Date : Jan 4 2022

SUMMARY :

of the CTO at VMware. and at the Edge. but I think in a word, you know, John, by the way that, you know, Yeah, indeed just always have that, you know, but you guys have been working on this and what you also see in core we announced, you know, and really for plug and play of, you know, in the theCUBE recently is that, you know, looking to get, you know, Yeah, and I think because, you know, of what you deploy to essentially create you know, at the end of the day Because you guys would be considered with a, you know, APEX service, But the idea is that you you know, joint ACI off in the market you guys about this too. Well, you know, first of all, And, but, you know, it's, you know, And you got to have that And, you know, so it's what you kind of made and making sure that, you know, is huge and you guys have, And I think, you know, John, great to see you. Thank you so much for watching.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

JohnPERSON

0.99+

DavidPERSON

0.99+

Dave VellantePERSON

0.99+

John SiegalPERSON

0.99+

VMwareORGANIZATION

0.99+

Jon SiegalPERSON

0.99+

John FurrierPERSON

0.99+

DellORGANIZATION

0.99+

Dell TechnologiesORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

50%QUANTITY

0.99+

Dave McGrawPERSON

0.99+

Zero TrustORGANIZATION

0.99+

11 yearsQUANTITY

0.99+

Michael DellPERSON

0.99+

Project MonterreyORGANIZATION

0.99+

twoQUANTITY

0.99+

Palo Alto, CaliforniaLOCATION

0.99+

TansuORGANIZATION

0.99+

bothQUANTITY

0.99+

first eventsQUANTITY

0.99+

BothQUANTITY

0.99+

EdgeORGANIZATION

0.99+

EMC WorldORGANIZATION

0.98+

APEXORGANIZATION

0.98+

OneQUANTITY

0.98+

todayDATE

0.98+

five years agoDATE

0.98+

five yearsQUANTITY

0.97+

Dell WorldORGANIZATION

0.96+

VMworldORGANIZATION

0.96+

firstQUANTITY

0.95+

ITCORGANIZATION

0.95+

vSphereTITLE

0.94+

single clickQUANTITY

0.94+

VxRailCOMMERCIAL_ITEM

0.94+

AWS reInvent 2021 Gunnar Hellekson and Joe Fernandes


 

(upbeat music) >> Welcome back to theCUBE coverage of AWS re:Invent 2021. I'm John Furrier, your host for theCUBE. In this segment, we're going to be talking about Red Hat and the AWS evolving partnership. A great segment, really talking about how Hybrid and the Enterprise are evolving, certainly multicloud and the horizon. But a lot of benefits in the cloud, we've been covering on theCUBE and on SiliconANGLE with Red Hat for the past year. Very relevant. We've got Gunnar Hellekson, GM of Red Hat Enterprise Linux, And Joe Fernandes, VP and GM of the Hybrid Platforms, both of Red Hat. Gentlemen, thanks for coming on theCUBE. >> Yeah, thanks for having us. >> Thanks for having us John. >> So, you know, me, I'm a fan boy of Red Hat. So I always say, you guys made all the right investments, OpenShift, all these things that you guys made decisions years ago playing out beautifully. And I think, you know, with Amazon's re:Invent, you're seeing the themes all play out. Modern application stack, you're starting to see things at the top of the stack evolve, you've got 5G in the Edge, workloads being redefined and expanded on the cloud with Cloud Scale. So everything has been going down to Hybrid and Enterprise grade level discussions. This is in the Wheelhouse of Red Hat. So I want to congratulate you. But what's your reaction? What do you guys see this year at re:Invent? What's the top story? >> I can start. >> Who wants to start with first? >> Sure, I mean, clearly, AWS itself is huge. But as you mentioned, the world is Hybrid, right, so customers are running still in their data center, in the Amazon Public Cloud across multiple Public Clouds and out to the Edge and bring in more and more workloads. So it's not just the applications, analytics. It's AI, it's machine learning. And so, yeah, we can expect to see more discussion around that, more great examples of customer use cases. And as you mentioned, Red Hat has been right in the middle of this for some time John. >> You guys also had some success with the fully managed OpenShift service called ROSA, R-O-S-A, which is Red Hat OpenShift Service on AWS, another acronym, but really this is about what the customers are looking for. Can you take us through an update on OpenShift on AWS, because the combination of managed services in the cloud, refactoring applications, but working on-premises is a big deal. Take us through why that's so important. >> Yeah, so, we've had customers running OpenShift on AWS for a long time, right? So whether it's our software-based offerings where customers deploy OpenShift themselves, or our fully managed cloud service. We've had cloud services on AWS for over five years. What ROSA brings or Red Hat OpenShift on AWS is a jointly managed service, right? So we're working in partnership with Amazon, with AWS to make OpenShift available as a jointly-managed service offering. It's a native AWS service offering. You can get it right through the AWS console. You can leverage your AWS committed spend. But, most importantly, you know, it's something that we're working on together. Bringing new customers to the table for both Red Hat and AWS. And we're really excited about it because it's really helping customers accelerate their move to the public cloud and really helping them drive that Hybrid strategy that we talked about. >> Gunnar, you know what I want to get your thoughts on this, because one of the things that I love about this market right now is open-source continues to be amazing, continues to drive more value, and there's new migration of talent coming in. The numbers are just continuing to grow and grow. But the importance of Red Hat's history with AWS is pretty significant. I mean, Red Hat pioneered Open-source and it's been involved with AWS from the early days. Can you take us through a little bit of history for the folks that may not know Red Hat's partnership with AWS? >> Yeah. I mean, we've been collaborating with AWS since 2008. So for over a decade we've been working together, and what's made the partnership work is that we have a common interest in making sure that customers have a consistent approachable experience. Whether they're going on-premise or in the cloud. Nobody wants to have to go through an entire retraining and retooling exercise just to take advantage of all the great advantages of the cloud. And, so being able to use something like Red Hat Enterprise Linux as a consistent substrate on which you can build your application platforms is really attractive. So, that's where the partnership started. And since then we've had the ability to better integrate with native AWS services. And one thing I want to point out is that, a lot of these integrations are kind of technical. It's not just about technical consistency across these platforms, it's also about operational consistency and business concerns. And when you're moving into an Open Hybrid Cloud kind of a situation, that's what becomes important, right? You don't want to have two completely different tool sets on two completely different platforms. You want as much consistency as possible as you move from one to the other. And I think a lot of customers see value in that, both for the Red Hat Enterprise Linux side of the business, and also on the OpenShift side of the business. >> Well that's interesting. I'd love to get your both perspective on this whole Enterprise focus, because the Enterprise is, as you know, guys you've been there from the beginning, they have requirements. And there're sometimes, they're different by Enterprise. So as you see cloud, and I remember early days of Amazon, it's the 15th year of AWS, 10th year of re:Invent as a conference. I mean, that seems like a lifetime ago. But that's not, not too far ago where, you know, it was like, well, Amazon might not make it, its only for developers. Enterprisers do their own thing. Now it's like, it's all about the Enterprise. How are Enterprise customers evolving with you guys? Because they're all seeing the benefit of replatforming. But as they refactor, how has Red Hat evolved with that trend and how have you helped Amazon? >> Yeah, so as we mentioned, Enterprisers really across the globe are adopting a Hybrid Cloud Strategy. But, Hybrid actually isn't just about the infrastructure. So, its certainly the infrastructure where these Enterprisers are running these applications is increasingly becoming Hybrid as you move from data center to multiple public clouds and out to the Edge. But the Enterprisers application portfolios are also Hybrid, right? It's a Hybrid mix of very traditional monolithic and tier type applications. But also new cloud native services that have either been built from scratch, or as you mentioned, existing applications have been refactored. And then they're moving beyond the applications, as I mentioned to make better use of data. Also evolving their processes for how they build, deploy, and manage, leveraging, CI/CD and GitOps and so forth. So really for us it's, how do you help Enterprises bring all that together, right? Manage this Hybrid infrastructure that's supporting this Hybrid portfolio of applications that really help them evolve their processes. We've been working with Enterprises on these types of challenges for a long time. And we're now partnering with Amazon to do the same in terms of our joint product and service offerings. >> Talking about the RHEL evolution. I mean, because that's the bread and butter for Red Hat. It has been there for a long time. OpenShift again, making argument earlier, I mentioned the bets you guys made with Kubernetes, for instance, and it's all been made with all the right moves. So I love ROSA. You got me sold on that. RHEL though has been the tried and true steady workhorse. How has that evolved with workloads? >> Yeah, you know, it's interesting. I think when customers were at the stage, when they were wondering, if well, can I use AWS to solve my problem, or should I use AWS to solve my problem? Our focus was largely on kind of technical enablement. Can we keep up with the pace of new hardware that Amazon is rolling up? Can we ensure that consistency with the on-premise and off-premise? And I think now we're starting to shift focus into really differentiating RHEL on the AWS platform. Again, integrating natively with AWS services, making it easier to operate in AWS. And a good example of this is using tools like Red Hat Insights, which we announced, I guess, about a year ago. Which is now included in every Red Hat Enterprise Linux subscription. Using tools like Insights in order to give customers advice on maybe potential problems that are coming up, helping customer solve them. Can the customers identify problems before they happen? Helping them with performance problems. And again, having additional tools like that, additional cloud-based tools, makes RHEL as easy to use on the Cloud despite all the complexity of all the redeploying, refactoring, microservices, there is now a proliferation of infrastructure options, and to the extent that RHEL can be the thing that is consistent, solid, reliable, secure, just as customers are getting in, then we can make customer successful. >> You know, Joe, we talked about this last time we were chatting, I think Red Hat Summit or Ansible Fest, I forget which event it was, but we were talking about how modern application developers at the top of the stack just want to code. They want to write some code, and now they want the infrastructure's code, AKA DevOps, DevSecOps, but as this trend of moving up the stack continues to be a big theme at re:Invent, that requires automation. That requires a lot of stuff that happened under the covers. Red Hat is at the center of all this action from historical perspective, pre-existing Enterprises before Cloud now, during Cloud, and soon to be Cloud Scale, how do you see that evolving? Because how are customers shaping their architecture? Cause this is distributed computing in the cloud. It's essentially, we've seen this moving before, but now at such a scale where data, security, these are all new elements. How do you talk about that? >> Yeah, well, first of all, got to mention, Linux is a given right. Linux is going to be available in every environment, data center, Public Cloud, Edge. Linux combined with Linux containers and Kubernetes, that's the abstraction like abstracting the applications away from the infrastructure. And now it's all about how do you build on top of that to bring that automation that you mentioned. So, we're very focused on helping customers really build fully automated end to end deployment pipelines, so they can build their applications more efficiently. They can automate the continuous integration and deployment of those applications into whatever Cloud or Edge footprint they choose. And that they can promote across environments. Because again, it's not just about developing the applications, it's about moving them all the way through to production where their customers are relying on those services to do their work and so forth. And so that's what we're doing is, you know, obviously I think, Linux is a given, Linux, Containers, Kubernetes. Those decisions have been made and now it's a matter of how can we put that together with the automation that allows them to accelerate those deployments out to production so customers can take advantage of them? >> You know, Gunnar, we were joking in theCUBE. I was old enough to remember we used to install Linux on a server back in the day. Now a lot of these young developers never actually have to install the software and do some of those configurations 'cause it's all automated now. Again, the commoditization and automation trend, abstraction layers, some say, is a good thing. So how do you see the evolution of this DevOps movement with the partnership with AWS going forward? What types of things are you working on with Amazon Web Services and what kind of offerings can customers look forward to? >> Yeah, sure. So, I mean, it used to be that as you say, Linux was something that you managed with a mouse and keyboard. And I think it's been quite a few years since any significant amount of Linux has been managed with a mouse and a keyboard. A lot of it is scripts, automation tools, configuration management tools, things like this. And the investments we've made both in RHEL and in specifically RHEL on AWS is around enabling RHEL to be more manageable. And so, including things like something we call System Roles. So these are Ansible modules that kind of automate routine system's administration tasks. We've made investments in something called Image Builder. And so this is a tool that allows customers to kind of compose the operating system that they need, create a blueprint for it, and then kind of stamp out the same image, whether it's an ISO image, so you can install it on-premise or an AMI so we can deploy it in AWS. So again, the problem used to be helping customers package and manage dependencies and that kind of old world, three and a half-inch floppy disc kind of Linux problems. And now we've evolved towards making Linux easier to deploy and manage at a grand scale whether you're in AWS or whether you're On premise. >> Joe, take us through the Hybrid story. I know obviously success with OpenShifts Managed Service on AWS. What's the update there for you? What are customers expecting this re:Invent and what's the story for you guys? >> Yeah, so, you know, the OpenShift Managed Services business this is the fastest growing segment of our business. We're seeing lots of new customers. And again, bringing new customers, I think for both Red Hat and AWS through this service. So, we expected to hear from customers at re:Invent about what they're doing. Again, not only with OpenShift and our Red Hat solutions, but really with what they're building on top of those service offerings, of those solutions to sort of bring more value to their customers. To me, that's always the best part of re:Invent is really hearing from customers. And when we all start going there in person again, to actually be able to meet with them one-on-one, whether it's in person or virtual and so forth. So, looking forward to that. >> Well, great to have you guys on theCUBE. Congratulations on all success. The Enterprise continues to adopt more and more Cloud which benefits all the work you guys have done both on the RHEL side, and as you guys modernize with all these great services and managed services continues to be the center of all the action. Thanks for coming on. Appreciate it. >> Thanks John. >> Thank you. >> Okay, Red Hat's partnership with AWS evolving as Cloud scale Edge, all distributed computing, all happening at large scale. This is theCUBE with CUBE coverage of AWS re:Invent 2021. I'm John Furrier. Thanks for watching. (upbeat music)

Published Date : Nov 15 2021

SUMMARY :

But a lot of benefits in the cloud, and expanded on the cloud in the middle of this because the combination of accelerate their move to the public cloud and it's been involved with and also on the OpenShift because the Enterprise is, as you know, and out to the Edge. I mentioned the bets you guys made and to the extent that RHEL Red Hat is at the center that's the abstraction like a server back in the day. And the investments and what's the story for you guys? To me, that's always the and as you guys modernize This is theCUBE with CUBE

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AWSORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

John FurrierPERSON

0.99+

JoePERSON

0.99+

GunnarPERSON

0.99+

Gunnar HelleksonPERSON

0.99+

Joe FernandesPERSON

0.99+

Amazon Web ServicesORGANIZATION

0.99+

JohnPERSON

0.99+

RHELTITLE

0.99+

Red HatORGANIZATION

0.99+

2008DATE

0.99+

LinuxTITLE

0.99+

three and a half-inchQUANTITY

0.99+

OpenShiftTITLE

0.99+

15th yearQUANTITY

0.99+

bothQUANTITY

0.99+

OpenShiftORGANIZATION

0.98+

10th yearQUANTITY

0.98+

oneQUANTITY

0.98+

over five yearsQUANTITY

0.98+

firstQUANTITY

0.98+

Red Hat SummitEVENT

0.98+

Ansible FestEVENT

0.98+

Red Hat OpenShiftTITLE

0.97+

Red Hat Enterprise LinuxTITLE

0.97+

Red HatTITLE

0.97+

Hybrid PlatformsORGANIZATION

0.97+

KubernetesTITLE

0.97+

Red Hat Enterprise LinuxTITLE

0.96+

Kacy Clarke & Elias Algna


 

>>you welcome to the cubes, continuing coverage of Splunk dot com. 21 I'm lisa martin of a couple guests here with me. Next talking about Splunk H P E N. Deloitte, please welcome Casey Clark, Managing Director and chief architect at Deloitte and Elias Alanya Master Technologists Office of the North American C T O at H P E. Guys welcome to the program. Great to have you. >>Thank you lisa. It's great to be here. >>Thanks lisa >>Here we still are in this virtual world the last 18 months, so many challenges, some opportunities, some silver linings but some of the big challenges that organizations are facing this rapid shift to remote work. The rapid acceleration In digital transformation ran somewhere up nearly 11 x in the first half of this year alone. Solar winds talk to me about some of the challenges that organizations are facing and how you're helping them deal with that Casey >>we'll start with you So most of our clients as we move to virtual um have accelerated their adoption of multiple cloud platforms. You know, moving into a W S into Azure into google. And one of the biggest challenges is in this distributed environment, they still have significant workloads on prem Part of the workloads are in office 3 65. Part of them are in salesforce part of them they're moving into AWS or big data workloads into google. How do you make this all manageable from both. A security point of view and accelerating threats. Uh make that much worse but also from an operational point of view, you know, how do I do application performance management when I have workloads in the cloud calling. Api is back on prem into the mainframe. How do I make an operationally when I have tons of containers and virtual machines operating out there? So the importance of Splunk and good log management observe ability along with all the security management and the security logs and being able to monitor for your environment in this complex distributed environment is absolutely critical and it's just going to get more complex as we get more distributed. >>How can companies given the complexity? How can companies with these complicated I. T. Landscapes get ahead of some of these issues? >>One of the things that we really focused on making sure that you're getting ahead of those and you know we work with organizations like Splunk and Deloitte is how do we how do we collect all of the data? Not just a little bit of it, you know Splunk, help and Deloitte are helping us look across all of those places. We want to make sure that we can can really ingest everything that's out there and then let the tools like Splunk then use all of that data. We found a lot of organizations really struggle with that and with the retention of that data it's been a challenge. So those are things that we really worked hard on figuring out with organizations out there um how to how to ingest retain and then modernize how they do those things at the same time. >>I was reading the Splunk state of Security report which they surveyed over 500 security leaders I think it was over nine um global economies and they said 78% of security and I. T. Leaders worry 78% that they're going to be hit by something like solar winds. Um That style of attack Splunk saying security is a data problem but also looking at all this talk about being on the defensive and preventing attacks the threat landscape escaping companies also have to plan for growth. They have to plan for agility. How do you both help them accomplished? Both at the same time Casey will start with you. >>Well fundamentally on the security front you start with security by design. You're designing the logging the monitoring the defenses into the systems as they are being designed up front as opposed to adding them when you get to Um you know you 80 or production environment. So security by design much like devops and Fc cops is pushing that attitude towards security back earlier in the process so that each of the systems as we're developing them um have the defenses that are needed and have the logging that are embedded in them and the standards for logging so that you don't just get a lot of different kinds of data you get the data you actually need coming into the system and then setting up the correlation of that data so you can identify those threats early through a i through predictive analytics, you get to identify things more quickly. You know, it's all about reducing cycle times and getting better information by designing it in from the beginning, >>standing in from the beginning that shifting left Elias. What are your thoughts about this, enabling that defense, designing an upfront and also enabling organizations to have the agility to grow and expand? >>Yes, sort of reminded of something our friends with the Blue oval used to say in manufacturing quality isn't inspected, it's built in right and and two cases point you have to build it in. We've we've definitely worked with delight to do that and we've set up systems so that they have true agility. We've done things like container ice block with kubernetes uh you know, work with object storage. A lot of the new modern technologies that maybe organizations aren't quite accustomed to yet are still getting on board with. And so we wrap those up in our HP Green Lake managed services so that we can provide those things to organizations that aren't maybe aren't ready for them yet. But the threat landscape is such that you have to be able to do those things if you're not orchestrating these thousands and thousands of containers with something like kubernetes, it's just it becomes such a manual labor intensive process. And so that that labor intensive, non automated process. That's the thing that we're trying to remove. >>Well that's an inhibitor to growth, right number one there, let's go ahead and dig into the HP. Deloitte Splunk solution case. I'm going to go back over to, you talk to me about kind of the catalyst for developing the solution and then we'll dig into it in terms of what it's delivering. >>So Deloitte has had long term partnerships with both H B E and Splunk and we're very excited about working together with them on this solution. Um the HP Green Light, which is hardware by subscription, the flexibility of that platform, you know, the cost effectiveness of the platform. Be able to run workloads like Splunk on it that are constantly changing. You have peaks and valleys depending on, you know, how much work you're doing, how many logs are coming in and so being able to expand that environment quickly through containerized architecture, Oz Funk, which is what we worked on, um you know, with the HP Green Light team uh and and also with spunk so that we can Federated the workloads and everything that's going on on prem with workloads that are in the cloud and doing it very flexibly with the HP on prim platform as well as, you know, Splunk on google and Azure and Splunk cloud um and then having one pane of glass that goes across all of it has been very exciting. You know, we were getting lots of interest in the demo of what we've done on the Green light platform and the partnership has been going great, uh >>that single pane of glass is so critical. We talked about cloud complexity a few minutes ago, customers are dealing with so many different applications there now in this hybrid multi cloud world, it's probably only going to proliferate, Let's talk to me about H P. S perspective and how you're going to help reduce the cloud complexity that customers in every industry are facing. >>Yeah, so within the HP Green Lake umbrella of portfolio, we have set up our uh admiral container platform, for example, are Green Lake management services. We bring all these things together in a way that that really can accelerate applications uh that can make the magic that Deloitte does work underneath. And so when, when our friends at Deloitte go and build something, someone has to, has to bring that to life, has to run it for for our customers. And so that's what Hb Green Lake does, then we do that in a way that fundamentally aligns to the business cycles that go on. And so, uh you know, we think of cloud as an operating model, not necessarily just a physical destination. And so we work on prem Coehlo public hybrid Green Lake spans across all of those and can bring together in a way that really helps customers. We've seen so many times, they have these silos and islands of data. Um you know, you've got uh data being generated in the cloud. Well, you need Splunk in the cloud, you've got the energy generated in uh, Amelia, Well you've got spunk into me and so so Deloitte's really done some great things to help us put that together and then we, we underpin that with the, with the green like uh management services with our software and our infrastructure to make it all >>work. Yeah, Elias, one of the areas that you just mentioned is is one of the hottest trends that we've noticed out there. A lot of clients, you know, with the competition for skilled resources out there on the engineering side and operations are looking at managed services as an option to building, you know, their own technology, you know, hiring their own team, running it themselves and the work that we do with both on the security side as well as operations to provide managed services for our clients in collaboration with companies like HP E and running of the Green Lake platform platforms as well as one cloud, those combined services together and delivered as a managed service uh to our clients is an exciting trend out there that um, is increasingly seen as very cost effective for our clients >>saving cost is key case. I want to get your perspective on what you think differentiates this, this solution, the technology alliance, what are the differentiators in this from Deloitte's lens. >>So bringing the expertise of a company like HP and the flexibility and expand ability of the Green lake platform and the container ization that they've done with Israel, you know, it's, it's bringing that cloud like automation and virtual and flexibility to on uh, the on prem and the hybrid cloud solution combined with Splunk who is rapidly expanding not only what they do in the security space where the constantly changing security landscape out there, but also in observe ability application, performance management, um, Ai ops, um, you know, fully automated and integrated response to operational events that are out there. So HP is doing what they do really well and adapting to this new world. Splunk is constantly changing their products to make it easier for us to go after those operational issues. And Deloitte is coming in with both the industry and the technical experience to bring it all together, you know, how do you log the right things, you know, how do you identify, you know, the real signal versus the noise out there? You know, when you're collecting massive amounts of log data, you know, how do you make it actionable? How can you automate those actions? So by bringing together all three of these berms together, uh we can bring a much better, much, much more effective solutions to our clients in much shorter time frames, >>Shorter time frames are key given that one of the things we've learned in the last 18 months, is that real time is really business critical for companies in every industry unless I want to get your perspective from a technology lens, talk to me about the differentiators here, what this solution is three way alliance brings to your customers. >>Yeah, sure thing. We've done a lot of work with Deloitte and with Intel also on performance optimization, which is, is key for any application and that gets to what I mentioned earlier of bringing more data in some of the work that we've done with until we've able been able to accelerate Are the ingest rate of Splunk by about 17 times, which is pretty incredible. Uh, and that allows us to do more or do more with less and that can help reduce the cost. Also done a lot of work on the, on the setup side. So there's a lot of complexities in running a big enterprise application like Splunk. Um, it does a lot of great things but with that comes some complications for sure. And so, uh, a lot of the work that we've done is to help really make this production ready at scale disaster tolerance and bring all of those things together. And that >>requires a fair amount of >>work on the back end to make sure that we can, we can do that at scale and, and to be a, you know, to run, you know, in a way that businesses of significant size can take advantage of these things without having to worry about what happens if I lose a data center or what happens if I lose a region. Um And and to do those things with absolute assurance >>That's critical case you have a question for you. How will this solution help facilitate one of the positives that we've seen during the last 18 months and that is the strengthening of the IT security relationship. What are your thoughts there? >>I think one of the important things here is that the standardization and automation of what we're what we're bringing together you know so that security can monitor all the different things that are being configured because I can go in and look at the automation that it's creating them. So we have a very dynamic environment now with the new cloud based and virtualized environment so going in and manually configuring anything anymore. It's just not possible. Not when you're managing tens of thousands of servers out there. So security working together very closely with operations and collaborating on that automation so that the managed services are are configured right from the beginning as we talked about security about design. Operations by design in the beginning it's that early collaboration and that shift left that is giving us the very close collaboration that results in good telemetry, good visibility you know good reaction times on the other end. >>That collaboration is something that we've also seen is really a key theme that's emerged I think from all of us in every industry in the last 18 months. And I want to punt the last question to you and that's where can customers go to learn more information? How do they get started with this solution? >>A great way to get started is to reach out to our partners like Deloitte, they can help you on that journey. Hp. Es there, of course. Hp dot com. We have a number of white papers, collateral presentations, reference architecture is you name it, it's out there. But really every organization is unique. Every every challenge that we come up with always requires a little bit of hard thinking and and so that's why we have the partnership >>to be able to work with customers and collaborate. I'll say to really identify what their challenges are, how they help them in this very dynamic. No doubt continuing to be dynamic market. Thank you both so much for joining me talking to me about what Deloitte Splunk NHP are doing, how you're helping customers address that cloud complexity from the security lens, the operations lens. We appreciate your time. >>Thanks lisa. Thank you lisa tonight >>For my guests. I'm Lisa Martin, you're watching the cubes coverage of splunk.com 21. Yeah. Mhm

Published Date : Oct 18 2021

SUMMARY :

Elias Alanya Master Technologists Office of the North American C T O at H P Thank you lisa. some opportunities, some silver linings but some of the big challenges that organizations are facing management and the security logs and being able to monitor for your environment How can companies given the complexity? One of the things that we really focused on making sure that you're getting ahead of those and How do you both help them accomplished? into the systems as they are being designed up front as opposed to adding them when you get standing in from the beginning that shifting left Elias. A lot of the new modern technologies that I'm going to go back over to, you talk to me about kind of the with the HP on prim platform as well as, you know, Splunk on google and going to help reduce the cloud complexity that customers in every industry are facing. And so, uh you know, we think of cloud as an operating model, Yeah, Elias, one of the areas that you just mentioned is is one of the hottest trends I want to get your perspective on what you think and expand ability of the Green lake platform and the container ization that they've done with Israel, is that real time is really business critical for companies in every industry unless I want to get your perspective of bringing more data in some of the work that we've done with until we've able been able and to be a, you know, to run, you know, in a way that businesses one of the positives that we've seen during the last 18 months and that is the strengthening of the IT security and automation of what we're what we're bringing together you know so that And I want to punt the last question to you and that's where can customers a number of white papers, collateral presentations, reference architecture is you name Thank you both so much for joining me talking to me about what Deloitte Splunk NHP are doing, Thank you lisa tonight I'm Lisa Martin, you're watching the cubes coverage of splunk.com 21.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Lisa MartinPERSON

0.99+

DeloitteORGANIZATION

0.99+

Casey ClarkPERSON

0.99+

lisaPERSON

0.99+

HPORGANIZATION

0.99+

tensQUANTITY

0.99+

AWSORGANIZATION

0.99+

SplunkORGANIZATION

0.99+

78%QUANTITY

0.99+

thousandsQUANTITY

0.99+

IntelORGANIZATION

0.99+

H B EORGANIZATION

0.99+

AmeliaPERSON

0.99+

lisa martinPERSON

0.99+

Kacy ClarkePERSON

0.99+

eachQUANTITY

0.99+

over 500 security leadersQUANTITY

0.99+

Green LakeORGANIZATION

0.99+

googleORGANIZATION

0.99+

HP Green LakeORGANIZATION

0.99+

EliasPERSON

0.99+

OneQUANTITY

0.98+

BothQUANTITY

0.98+

threeQUANTITY

0.98+

bothQUANTITY

0.98+

CaseyPERSON

0.98+

H P E.ORGANIZATION

0.98+

tonightDATE

0.98+

HP Green LightORGANIZATION

0.98+

SplunkTITLE

0.98+

oneQUANTITY

0.98+

two casesQUANTITY

0.98+

Blue ovalORGANIZATION

0.97+

about 17 timesQUANTITY

0.97+

three wayQUANTITY

0.97+

Elias AlgnaPERSON

0.96+

splunk.comOTHER

0.96+

Hb Green LakeORGANIZATION

0.95+

AzureTITLE

0.95+

Splunk H P E N.ORGANIZATION

0.93+

last 18 monthsDATE

0.92+

80QUANTITY

0.92+

HP EORGANIZATION

0.91+

one cloudQUANTITY

0.91+

Deloitte SplunkORGANIZATION

0.9+

first half of this yearDATE

0.9+

Elias Alanya Master TechnologistsORGANIZATION

0.89+

over nine um global economiesQUANTITY

0.89+

single paneQUANTITY

0.88+

couple guestsQUANTITY

0.86+

ApiORGANIZATION

0.85+

Deloitte Splunk NHPORGANIZATION

0.8+

few minutes agoDATE

0.79+

one pane ofQUANTITY

0.73+

Carol Carpenter, VMware | VMworld 2021


 

>>mm Welcome to VM World 2021 2 days of virtual discussions on innovation. Multi cloud application modernization, securing your data new ways to work transforming the network expanding to the edge and loads of content to help build your digital business. My name is Dave Volonte and you're watching the cube and with me today is Carol Carpenter who's the chief marketing officer of VM. Where carol Great to see you again. Welcome back to the program. >>Thank you Dave. It's great to be here. >>Okay, well, so when we last talked last year at VM World, I honestly thought we'd be back face to face this year. Seems like we learn more every day every week. Every month. How did this year's event come together? What were your priorities in shaping the program? >>You know, I'm with you. I really hoped we would be together in person this year and here we are, another year of virtual. We are primarily all virtual again, which has some really big benefits in that we're able to reach new audiences who in the past couldn't afford to fly, could afford to take the days And it's taught us a lot. So we really approached this year as how do we create a VM world experience that is filled with digestible bites. You know, the notion that any of us are going to sit still for 3-2 days, three days and pay attention full time. This is a pretty antiquated notion. You know, we all like to to take little bites and tastes of content here and there and so we really designed the whole program to do just that. And with this go ahead. >>No, please carry on. >>No, I was going to say one of the things we really wanted to do this year with the M world. The reason the theme is imagined that is we wanted to show the world that VM World is not about your parents, BM world that this is a company while we're very proud of our virtualization past, what we offer today really spans the gamut as you pointed out everything from networking to security to application development platforms. So it's a it's just a different different company with different products and solutions for customers. >>And I love the whole concept of digestible called stackable bites and love that. And you've put together a pretty impressive lineup. You got superstar names, you got, you got stars inside of our industry and then you you know the tech people might know but you've got well known celebrities. What are you looking forward to this year and you know especially around customer and partner engagements. >>Yeah and thank you for highlighting all of that. Like I am super excited about all the different luminaries who are speaking. I am most excited about the customers and partners. Every session will have a customer's part of it. Either a customer speaking or a customer story or customer quotes really speaking to the value and with that we have hundreds of customers presenting customers. Like some you might expect like Fedex to new sas based customers like toast who provides restaurant software and they just went public to companies like space ape games who provide online games. So a real boy, I think a real diversity of customers um, in terms of their transformations and how they're leveraging the VM ware solutions. And then our partner ecosystem really excited. This year we added a new level of sponsorship to bring in some of the um, I would say younger customers and younger partners, partners like, you know, Reddit and um, you know, couch face and others who are bringing new solutions to market. >>We have some great names, they're toast. I think the local boston company, we've, we've been following them so excited to to hear what they have to say. Now let's talk a little bit about the virtual world, This is your second virtual VM world. I'm interested in what you're doing differently. I want to talk about learning, but, but what are you looking forward to in in, in in that sense? And how has the event grown? >>Well, the event has definitely grown in terms of the platform. I think the expectations in terms of numbers of attendees were expecting, you know, over 100,000. Um, and even in this zoom fatigued world, we still expect high level of engagement. The biggest changes. We have made one the more stackable content that we've been talking about two. We focused this year on a high level of interactivity, so we have slack channels set up for almost every session. We expect both speakers, customers prospects to really engage. And and then third area that's different is we amped up all of the different activities. We know that people want to interact and network in other ways. So, you know, some of the usual things like the bourbon tasting, the wine tasting, but also yoga classes and opportunities to learn from a magician, Even golf tips for those of us who love golfing, um really trying to mix it up and create a higher level of interactivity. In addition to all of the platforms you expect for hands on, learning, hands on labs, practitioner classes, All that's still there. We just wanted to increase the level of engagement. >>That's super fun, really innovating in that regard. You're right. I mean it's so easy to just to multitask and get lost. But if I know like if I'm really into yoga or I want some golf tip, I'm gonna come back at that time and it'll, you'll re engage me. So I love that, you know, the cube, we have a unique privilege of participating in a very wide spectrum of events as you can imagine. And we were deeply integrated carol into one of the industry's first big hybrid events this year at mobile world Congress this >>summer. We thought >>that was like the light of the end of the tunnel, but of course we've seen a pullback of sorts but we're still doing some physical, we do a lot of virtual, we were doing these hybrid events. We've been involved in events where they, you know, the host and the guests are there with no audience. So I'm curious as to how you see the evolution of conferences in this post isolation era. What's the learnings? What's changed and what does the future look like for events? >>Yeah, I mean I've talked with a lot of my industry peers about this, including the folks over at Mobile World Congress. Um, I don't think the large, the monolithic event with hundreds of thousands of people um, is in the cards for our near future. And so we've been rethinking like what does a physical event look like or a set of physical events look like next year. That would have an online component. We're we've always had an online component. So we certainly are not. We won't be shedding that anytime soon. The ability to reach new audiences. New targets, new user groups, we absolutely will keep that. I think in terms of the physical presence is exactly what you said. It will be hybrid. Um, we are looking at a series, don't quote me on this because we haven't finalized, but we are considering a series of in person, more local, more regional events with smaller groups. People still want that engagement, customers still want a network and talk with each other. Our users want to talk to each other are vima groups are our new groups like our DEvoPS loop group. The deVOPS folks, they all still want a network, so we want to provide that. But in a smaller, safer, more localized setting. And I think that's the future for a lot of companies. It puts a bigger toll and, and makes more work for us as the company who's hosting, meaning you and you too Dave, you'll be hopefully traveling with us two more of these locations, but it creates a little more strain on the team who is posting. >>You know, it's funny as you well know when we first started doing virtual events, like I said, we've always been been virtual, but largely it was okay. Here are the keynotes, you know, come watch. Uh, and now you're like, say you gave great examples of how you're increasing the engagement, getting much more creative and, and, and it was a lot unknown last year, especially like class March. It was like, okay and virtual events are harder in many respects than physical events and so much of the process has changed different roles. And I think we're seeing the same thing now with with hybrid, there's a lot that's unknown and a lot of trial and error, a lot of experimentation and, but I think at the end of the day, you can actually have the best of both worlds. You can get your what you described, I would, I would call it a VIP locally. V. I. P. Event maybe even role based they have the technical folks, it used to have conferences within conferences, you have your C. I. O. Event, you'd have your event and so I see a kind of return to that maybe I could say smaller and and safer and then a a much much larger audience and in the case it's different in terms of you know converting those into loyal customers and so forth. But but I think overall it's a much much bigger pond ocean that we're playing in. >>Absolutely I think of it as we're going to bring the um world too our customers and prospects and partners and you know it's pretty amazing. The other part of this you asked earlier about like speakers and some of the luminaries the fact is getting everyone to travel to one place at one point in time always had its share of logistical challenges and being able to, you know, some of it can be recorded in advance some of it will be in person. Like one thing we did this year is we recorded our ceo Ragu with six other ceos of hyper scholars talking about the future of multi cloud and what it means and the role that VM ware plays in this. That's pretty hard to do. Like to get all six of them together in one place at the same time. You know how everyone's schedules so compacted so that's what virtual gives us an opportunity to do reach, have more interesting speakers, lots of different speakers who potentially couldn't all travel. >>You don't want to miss that, that event or replay. Um, let's talk about your role as chief marketing officer. You're obviously putting your fingerprints on this new ever you new era. You had no choice you could have entered in. Yeah. We always talked about digital now is like if you're not a digital business, you're out of business and you're, you're living it now. But but I'm interested in in your strategy for global marketing, the organization, The brand in the coming decade. Like you say, the next 10 years are going to be like the last 10 years. >>That's right. Well let's talk about the brand. So VM ware, The name itself is so tightly associated to virtualization and VMS, right, Which is an amazing history and the story of success. That was really what we like to talk about is chapter One, We pioneered server virtualization laying the foundation for what today is the cloud. And then chapter two, we went bigger and broader and we virtualize the entire data center and now here we are, we're in chapter three and this is the next phase of our brand and our promise to customers, which is really focused on customer based innovation and helping our customers innovate and multi cloud. We really believe it's the center of gravity for everything we do. It's in our DNA. It's what how we take constraints which is a very multi cloud can be complex. There are challenges of you know are for customers operating in a multi cloud world. How do we take that help them turn it into an asset, How do we help them take that and give them freedom and control? And that's what our brand is about. It's about the ant is that you can help your developers move faster and retain enterprise control. It's that you can have enterprise apps on any cloud and you can have control and cost savings and enterprise management. So that's what the brand is about. That power of aunt and um and um in terms of how our marketing team is evolving a big piece is exactly what you said. You know just digital everything digital first customers want to learn try buy online and as a company you know VM ware we're shifting our business model from on premise license software to more assassin subscription services And you can see that in our earnings and how we've been shifting and it's quite exciting because with assassin subscription based model you know it's all about customers getting full value in helping customers achieve their value and consumption. So for our marketing team we have shifted from okay we want to get you to the sale and one and done to how do we really drive a full life cycle with a customer, how do we help them land and expand and use the products and get value from them and have a meaningful relationship. It's much more um of a full life cycle. So we're really excited. We, we love what we're doing um particularly on the acquisition side, getting helping customers to learn try by more easily in a digital world and then being able to follow them through with some physical, physical engagement, uh events like the um world and really helping them get the most value out of the products. >>VM ware is really quite an amazing company I'm super excited for as one individual has been following this company for a long time to see the next chapter and the thing a couple of things you mentioned innovation and I see so many companies today, they may have a big customer base, they just, it's easy for them. Easy quotes to milk that customer base and put out new products that sort of lifecycle products. Multi cloud is challenging and one of the hallmarks of VM ware is it's always had a leader that deeply understands technology. You've done that again with with Ragu and so engineering and really drives that innovation. So when I think about cloud generally and you know, there was some start stops with VMware's cloud strategy but then you said, you know what the cloud is an opportunity, it's a gift, we're gonna lean in and then you develop some really interesting partnerships like you said, you got all the big cloud companies up up on stage here this year. And so multi cloud is going to require deep engineering in a vision to really bring that uh, together. And I think, you know, VM ware is, he's one of a handful, you know, small handful of companies that can actually pull that off. >>Well, thank you. Dave, we think so for sure. I mean, we have the history and the foundation and the relationships to be able to do that. I think that um what's what's hard sometimes is that, you know, people may or may not know all the different things we do this multi cloud chapter is really a, It's the reality, 75% of our customers are operating living in a multi cloud world. And if you look at some of the data, it looks like 80, are going that way. And so how do we help them simplify? How do we help customers simplify and innovate for the future? It's definitely in our DNA it's how we take constraints and turn them into an asset for our customers. We, we really believe that it shouldn't be so complex and that we want our customers to have flexibility and choice used to be able to pick which application for which cloud and at any point in time change your mind as well when there are new capabilities on those clouds. And for us, you know, you've hit it on the head, we did realize and we did learn that we don't really want to compete with the hyper scale ear's, what they're doing is pretty unique. What we want to do is help customers consume and accelerate their innovation faster. >>Well, I love the messages and and really appreciate carol your time explaining to our cube audience, going to your vision is the CMO. And you know, we look forward to an interesting chapter ahead with hybrid events, hybrid cloud, multi cloud and all the rest. Thanks so much for coming back in the cube. >>Absolutely. Thank you for having me. Dave >>You're very welcome and thank you for watching. Keep it right there for more great content to cubes coverage of VM World 2021. The virtual edition will be right back. >>Mhm

Published Date : Oct 6 2021

SUMMARY :

Where carol Great to see you again. Seems like we learn more every and so we really designed the whole program to do just that. The reason the theme is imagined that is we wanted to show the world And I love the whole concept of digestible called stackable bites and love that. and um, you know, couch face and others who are bringing new solutions I want to talk about learning, but, but what are you looking forward to in the platforms you expect for hands on, learning, hands on labs, practitioner classes, So I love that, you know, We thought So I'm curious as to how you see the evolution of conferences in this post isolation era. I think in terms of the physical presence is exactly what you said. a much much larger audience and in the case it's different in terms of you The other part of this you asked earlier about like speakers and some of the luminaries You had no choice you could have entered in. from okay we want to get you to the sale and one and done to how do we really drive and you know, there was some start stops with VMware's cloud strategy but then you and the relationships to be able to do that. And you know, we look forward to an interesting Thank you for having me. You're very welcome and thank you for watching.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Carol CarpenterPERSON

0.99+

Dave VolontePERSON

0.99+

DavePERSON

0.99+

75%QUANTITY

0.99+

last yearDATE

0.99+

three daysQUANTITY

0.99+

hundredsQUANTITY

0.99+

next yearDATE

0.99+

this yearDATE

0.99+

VM wareORGANIZATION

0.99+

2 daysQUANTITY

0.99+

sixQUANTITY

0.99+

80QUANTITY

0.99+

todayDATE

0.99+

one placeQUANTITY

0.98+

oneQUANTITY

0.98+

VMwareORGANIZATION

0.98+

over 100,000QUANTITY

0.98+

This yearDATE

0.98+

VMORGANIZATION

0.97+

both worldsQUANTITY

0.97+

firstQUANTITY

0.96+

RedditORGANIZATION

0.96+

Mobile World CongressEVENT

0.96+

FedexORGANIZATION

0.96+

carolPERSON

0.96+

VM World 2021EVENT

0.96+

one pointQUANTITY

0.95+

3-2 daysQUANTITY

0.95+

second virtual VMQUANTITY

0.93+

MarchDATE

0.91+

hundreds of thousands of peopleQUANTITY

0.9+

C. I. O.EVENT

0.88+

last 10 yearsDATE

0.87+

two moreQUANTITY

0.86+

bostonLOCATION

0.85+

next 10 yearsDATE

0.84+

chapterOTHER

0.8+

mobile world CongressEVENT

0.8+

customersQUANTITY

0.79+

one individualQUANTITY

0.79+

twoQUANTITY

0.78+

third areaQUANTITY

0.77+

six other ceosQUANTITY

0.76+

first big hybrid eventsQUANTITY

0.76+

V. I. P. EventEVENT

0.76+

VM WorldEVENT

0.73+

space apeTITLE

0.72+

every weekQUANTITY

0.72+

yogaTITLE

0.7+

both speakersQUANTITY

0.69+

OneQUANTITY

0.67+

VMworld 2021EVENT

0.66+

RaguPERSON

0.62+

DEvoPSORGANIZATION

0.55+

threeQUANTITY

0.49+

coupleQUANTITY

0.47+

Breaking Analysis: UiPath Fast Forward to Enterprise Automation | UiPath FORWARD IV


 

>>From the cube studios in Palo Alto, in Boston, bringing you data-driven insights from the cube and ETR. This is breaking analysis with Dave Vellante >>UI path has always been an unconventional company. You know, it started with humble beginnings. It was essentially a software development shop. And then it caught lightning in a bottle with its computer vision technology. And it's really it's simplification mantra. And it created a very easy to deploy software robot system for bespoke departments. So they could automate mundane tasks. You know, you know, the story, the company grew rapidly was able to go public early this year. Now consistent with its out of the ordinary approach. While other firms are shutting down travel and physical events, UI path is moving ahead with forward for its annual user conference next week with a live audience there at the Bellagio in Las Vegas, it's also fast-forwarding as a company determined to lead the charge beyond RPA and execute on a more all encompassing enterprise automation agenda. Hello everyone. And welcome to this week's Wiki bond Cuban sites powered by ETR in this breaking analysis and a head of forward four we'll update you in the RPA market. >>The progress that UI path has made since its IPO and bringing some ETR customer survey data to contextualize the company's position in the overall market and relative to the competition. Here's a quick rundown of today's agenda. First, I want to tell you the cube is going to be at forward for, at the Bellagio next week, UI paths. This is their big customer event. It's live. It's a physical event. It's primarily outdoors. You have to be vaccinated to attend. Now it's not completely out of the ordinary John furrier and the cube. We're at AWS public sector this past week. And we were at mobile world Congress and one of the first big hybrid events of the year at Barcelona. And we thought that event would kick off the fall event season live event in earnest, but the COVID crisis has caused many tech firms. Most tech firms actually to hit the pause button, not UI path. >>They're moving ahead, they're going forward. And we see a growing trend for smaller VIP events with a virtual component topic, maybe for another day. Now we've talked extensively about the productivity challenges and the automation mandate. The pandemic has thrust upon us. Now we've seen pretty dramatic productivity improvements as remote work kicked in, but it's brought new stresses. For example, according to Qualtrics, 32% of working moms said their mental health has declined since the pandemic hit. 15% of working dads said the same by the way. So one has to question the sustainability of this perpetual Workday, and we're seeing a continuum of automation solutions emerging. And we'll talk about that today. We're seeing tons of MNA, M and a as well, but now in that continuum on the left side of the spectrum, there's Microsoft who in some ways they stand alone and that Azure is becoming ubiquitous as a SAS cloud collaboration and productivity platform. >>Microsoft is everywhere and in virtually every market with their video conferencing security database, cloud CRM, analytics, you name it, Microsoft is pretty much there. And RPA is no different with the acquisition of soft emotive. Last year, Microsoft entered the RTA market in earnest and is penetrating very deeply into the space, particularly as it pertains to personal approach, personal productivity building on its software state. Now in the middle of that spectrum, if you will, we're seeing more M and a, and that's defined really by the big software giants. Think of this domain as integrated software plays SAP, they acquired contexture, uh, uh, they also acquired a company called process insight service now acquired Intella bought Salesforce service trace. We see in for entering the fray. And I, I would put even Pega Pega systems in this camp, software companies focused on integrating RPA into their broader workflows into their software platforms. >>And this is important because these platforms are entrenched. They're walled gardens of sorts and complicated with lots of touchpoints and integration points. And frankly, they're much harder to automate because of their entrenched legacy. Now on the far side of that, spectrum are the horizontal automation players and that's being led by UI path with automate automation anywhere as the number two player in this domain. And I didn't even put blue prism prism in there more M and a recently announced, uh, that Vista is going to acquire them. Vista also owns TIBCO. They're going to merge those two companies, you know, tip goes kind of an integration play. And so again, I'm, I might, I would put them in that, you know, horizontal piece of the spectrum. So with that as background, we're going to look at how UI path has performed since we last covered them at IPO. >>And then we'll bring in some ETR survey data to get the spending view from customers. And then we'll wrap up now just to emphasize the importance of, of automation and the automation mandate mandate. We talk about it all the time in this program, we use this ETR chart. It's a two dimensional view with net score, which is a measure of spending momentum on the vertical axis and market share, which is a proxy for pervasiveness in the dataset. That's on the horizontal axis. Now note that red dotted line at signifies companies with an elevated position on the net score, vertical axis, anything over that is considered pretty good, very good. Now this shows every spending segment within the ETR taxonomy and the four spending categories with the greatest velocity are AI cloud containers and RPA. And they've topped the charts for quite a while. Now they're the only four categories which have sustained above that 40% line consistently throughout the pandemic. >>And even before now, the impressive thing about cloud of course, is it has a spending has both spending momentum on the vertical axis at a very large share of the, of the market share of presence in the dataset. The point is RPA is nascent still. It has an affinity with AI as a means of more intelligently identifying and streamlining process improvements. And so we expect those to, to remain elevated and grow to the right together, UI path pegs it's Tam, total available market at 60 billion. And the reality is that could be understated. Okay. As we reported from the UI path S one analysis, we did pre IPO. The company at that time had an AR annual recurring revenue of $580 million and was growing at 65% annually at nearly 8,000 customers at the time, a thousand of which had an ARR in excess of a hundred K and a net revenue retention, the company had with 145%. >>So let's take a look at the picture six months forward. We mentioned the $60 billion Tam ARR now up over 725 million on its way to a billion ARR holding pretty steady at 60% growth as is an RR net revenue retention, and more than a thousand new customers in 200 more with over a hundred thousand in ARR and a small operating profit, which by the way, exceeded the consensus pretty substantially. Profitability is not shown here and no one seems to care anyway, these days it's all about growing into that Tam. Well, that's a pretty good looking picture. Isn't it? The company had a beat and a raise for the quarter early this month. So looking good, right? Well, you ask how come the stock's not doing better. That's an interesting question. So let's first look at the stocks performance on a relative basis. Here, we show you I pass performance against Pega systems and blue prism. >>The other two publicly traded automation, pure plays, you know, sort of in the case of Pega. So UI path outperformed post its IPO, but since the early summer Pega has been the big winner. Well, UI path slowly decelerated, you see blue prism was the laggard until it was announced. It was in an acquisition talks with a couple of PE firms and the prospects of a bidding war sent that yellow line up. As you can see UI path, as you can see on the inset has a much higher valuation than Pega and way higher than blue prison. Pega. Interestingly is growing revenues nicely at around 40%. And I think what's happening is the street simply wants more, even though UI path beat and raised wall street, still getting comfortable with which is new to the public market game. And the company just needs to demonstrate a track record and build trust. >>There's also some education around billings and multi-year contracts that the company addressed on its last earnings call, but the street was concerned about ARR from new logos. It appears to be slowing down sequentially in a notable decline in billings momentum, which UI pass CEO, CFO addressed on the earnings call saying, look, they don't need to trade margin for prepaid multi-year deals, given the strong cash position while I give anything up. And even though I said, nobody cares about profitability. Well, I guess that's true until you guide for an operating loss. When you've been showing a small profit in recent recent quarters, which you AIPAC did, then all of a sudden people care. So UI path, isn't a bit of an unknown territory to the street and it has a valuation that's pretty rich, very rich, actually at 30 times, a revenue multiple greater than 30 times revenue, multiple. >>So that's why in, in my view, investors are being cautious, but I want to address a dynamic that we've seen with these high growth rocket ship companies, something we talked about with snowflake. And I think you're seeing some of that here with UI paths, different model in the sense that snowflake is pure cloud, but I'm talking about concerns around ARR from new logos and in that growth on a sequential basis. And here's what's happening in my view with UI path, you have a company that started within departments with a small average contract size in ACV, maybe 25,000, maybe 50,000, but not deep six figure deals that wasn't UI paths play it because the company focused so heavily on simplicity and made it really easy to adopt customer saw really fast ROI. I mean breakeven in months. So you very quickly saw expansion into other departments. >>So when ACV started to rise and installations expanded within each customer UI path realized it had to move beyond being a point product. And it started thinking about a platform and making acquisitions like process gold and others, and this marked a much deeper expansion into the customer base. And you can see that here in this UI path, a chart that they shared at their investor deck customers that bought in 2016 and 2017 expanded their they've expanded their spend 15, 13, 15, 18 20 X. So the LTV, the lifetime value of the customer is growing dramatically. And because UI path has focused on simplicity, it has a very facile freemium model, much easier to try before you buy than its competitors. It's CAC, it's customer acquisition costs are likely much lower than some of its peers. And that's a key dynamic. So don't get freaked out by some of those concerns that we raised earlier, because just like snowflake what's happening is the company for sure is gaining new customers. >>Maybe just not at the same rate, but don't miss the forest through the trees. I E they're getting more money from their existing customers, which means retention, loyalty and growth. Speaking of forests, this chart is the dynamic I'm talking about. It's an ETR graphic that shows the components of net score or against spending momentum net score breaks down into five areas that lime green at the top is new additions. Okay? So that's only 11% of the customer mentions by the way, we're talking about more than 125 responses for UI path. So it's meaningful. It's, it's actually larger in this survey, uh, or certainly comparable to Microsoft. So that says something right there. The next bar is the forest green forest. Green is where I want you to focus. That's customer spending 6% or more in the second half of the year, relative to the first half. >>The gray is flat spending, which is quite large, the pink or light red that's spending customer spending 6% or worse. That's a 4% number, but look at the bottom bar. There is no bar that's churn. 0% of the respondents in the survey are churning and churn is the silent killer of SAS companies, 0% defections. So you've got 46% spending, more nobody leaving. That's the dynamic that is powering UI path right now. And I would take this picture any day over a larger lime green and a smaller forest green and a bigger churn number. Okay. So it's pretty good. It's not snowflake good, but it's solid. So how does this picture compare to UI pass peers? Well, let's take a look at that. So this is ETR data, same data showing the granularity net score for Microsoft power, automate UI path automation, anywhere blue prism and Pega. >>So as we said before, Microsoft is ubiquitous. What can we say about that? But UI path is right there with a more robust platform, not to overlook Microsoft. You can't, but UI path, it'll tell you that they don't compete head to head for enterprise automation deals with Microsoft. Now, maybe they will over time. They do however, compete head to head with automation anywhere. And their picture is quite strong. As you can see here, it has this blue Prism's picture and even Pega, although blue prism, automation, anywhere UI path and power automate all have net scores on this chart. As you can see the table in the upper right over 40% Pega does not. But again, we don't see Pega as a pure play RPA vendor. It's a little bit of sort of apples and oranges there, but they do sell RPA and ETR captures in their taxonomy. >>So why not include them also note that UI path has, as I said before, more mentions in the survey than power automate, which is actually quite interesting, given the ubiquity of Microsoft. Now, one other notable notable note is the bright red that's defections and only UI path is showing zero defections. Everybody else has at least even of the slim, some defections. Okay. So take that as you will, but it's another data 0.1. That's powerful, not only for UI path, but really for the entire sector. Now, the last ETR data point that we want to share is our famous two dimensional view. Like the sector chart we showed earlier, this graphic shows net score on the vertical axis. That's against spending velocity and market share or pervasiveness on the horizontal axis. So as we said earlier, UI path actually has greater presence in the survey than the ever-present Microsoft. >>Remember, this is the July survey. We don't have full results from the September, October survey yet. And we can't release them until ETR is out of its quiet period. But I expect the entire sector, like everything is going to be slightly down because as we reported last week, tech spending is moderated slightly in the second half of this year, but we don't expect the picture to change dramatically. UI path and power automate, we think are going to lead and market presence in those two plus automation anywhere are going to show strength and spending momentum as well. Most of the sector. And we'll see who comes in above the 40% line. Okay. What to watch at forward four. So in summary, I'll be looking for a few things. One UI path has hinted toward a big platform announcement that will deepen its capabilities to go beyond being an RPA point tool into much more of an enterprise automation platform rewriting a lot of the code Linux cloud, better automation of the UI. >>You're going to hear all kinds of new product announcements that are coming. So I'll be listening for those details. I want to hear more from customers to further confirm what I've been hearing from them over the last couple of years and get more data, especially on that ROI on that land and expand. I want to understand that dynamic and that true enterprise automation. It's going to be good to get an update face to face and test some of our assumptions here and see where the gaps are and where UI path can improve. Third. I want to talk to ecosystem players to see where they are in participating in the value chain here. What kind of partner has UI path become since it's IPO? Are they investing more in the ecosystem? How to partners fit into that flywheel fourth, I want to hear from UI path management, Daniel DNAs, and other UI path leaders, they're exiting toddler Ville and coming into an adolescent phase or early adulthood. >>And what does that progression look like? How does it feel? What's the vibe at the show. And finally, I'm very excited to participate in a live in-person event to see what's working, see how a hybrid events are evolving. We got a good glimpse at mobile world Congress and this week, and, uh, in DC and public sector summit, here's, you know, the cube has been doing hybrid events for years, and we intend to continue to lead in this regard and bring you the best, real time information as possible. Okay. That's it for today. Remember, these episodes are all available as podcasts, wherever you listen. All you do is search braking analysis podcast. We publish each week on Wiki bond.com and siliconangle.com. And you can always connect on twitter@devolanteoremailmeatdaviddotvolanteatsiliconangle.com. Appreciate the comments on LinkedIn. And don't forget to check out E T r.plus for all the survey data. This is Dave Volante for the cube insights powered by ETR be well, and we'll see you next time.

Published Date : Oct 6 2021

SUMMARY :

From the cube studios in Palo Alto, in Boston, bringing you data-driven insights from the cube the story, the company grew rapidly was able to go public early this year. not completely out of the ordinary John furrier and the cube. has declined since the pandemic hit. Now in the middle of that spectrum, spectrum are the horizontal automation players and that's being led by UI path with We talk about it all the time in this program, we use this ETR And even before now, the impressive thing about cloud of course, is it has So let's take a look at the picture six months forward. And the company just needs to demonstrate a track record and build trust. There's also some education around billings and multi-year contracts that the company because the company focused so heavily on simplicity and made it really easy to adopt And you can see that here in this UI path, So that's only 11% of the customer mentions 0% of the respondents in the survey are churning and As you can see the table in the upper right over 40% Pega does not. Now, the last ETR data point that we want to share is our famous two dimensional view. tech spending is moderated slightly in the second half of this year, but over the last couple of years and get more data, especially on that ROI on This is Dave Volante for the cube insights powered by ETR

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
TeresaPERSON

0.99+

ComcastORGANIZATION

0.99+

Amazon Web ServicesORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

Khalid Al RumaihiPERSON

0.99+

Phil SorenPERSON

0.99+

BahrainLOCATION

0.99+

MikePERSON

0.99+

Dave VolantePERSON

0.99+

TIBCOORGANIZATION

0.99+

General ElectricORGANIZATION

0.99+

Teresa CarlsonPERSON

0.99+

John FurrierPERSON

0.99+

Jeff FrickPERSON

0.99+

TonyPERSON

0.99+

2016DATE

0.99+

AWSORGANIZATION

0.99+

PegaORGANIZATION

0.99+

KhalidPERSON

0.99+

Tony BaerPERSON

0.99+

AsiaLOCATION

0.99+

Dave VellantePERSON

0.99+

2014DATE

0.99+

$100 millionQUANTITY

0.99+

Palo AltoLOCATION

0.99+

SunnyvaleLOCATION

0.99+

March 2015DATE

0.99+

DavePERSON

0.99+

JeffPERSON

0.99+

MongoORGANIZATION

0.99+

46%QUANTITY

0.99+

90%QUANTITY

0.99+

Todd NielsenPERSON

0.99+

2017DATE

0.99+

SeptemberDATE

0.99+

MicrosoftORGANIZATION

0.99+

JulyDATE

0.99+

USLOCATION

0.99+

AtlasORGANIZATION

0.99+

Bahrain Economic Development BoardORGANIZATION

0.99+

KuwaitLOCATION

0.99+

MaltaLOCATION

0.99+

Hong KongLOCATION

0.99+

SingaporeLOCATION

0.99+

2012DATE

0.99+

Gulf Cooperation CouncilORGANIZATION

0.99+

So CalORGANIZATION

0.99+

VMwareORGANIZATION

0.99+

United StatesLOCATION

0.99+

VegasLOCATION

0.99+

JohnPERSON

0.99+

New YorkLOCATION

0.99+

Breaking Analysis: UiPath...Fast Forward to Enterprise Automation


 

>> From The Cube studios in Palo Alto in Boston, bringing you data driven insights from The Cube and ETR, this is Breaking Analysis with Dave Vellante. >> UiPath has always been an unconventional company. You know it started with humble beginnings. It's essentially a software development shop. Then it caught lightning in a bottle with its computer vision technology. It's really, it's simplification mantra and it created a very easy to deploy software robot system for bespoke departments so they could automate mundane tasks. You know the story. The company grew rapidly, was able to go public early this year. Now consistent with its out-of-the-ordinary approach, while other firms are shutting down travel and physical events, UiPath is moving ahead with Forward IV, it's annual user conference next week with a live audience there at the Bellagio in Las Vegas. It's also fast forwarding as a company, determined to lead the charge beyond RPA and execute on a more all-encompassing Enterprise automation agenda. Hello everyone and welcome to this week's Wikibond Cube Insights powered by ETR. In this breaking analysis and ahead of Forward IV, we'll update you in the RPA market the progress that UiPath has made since its IPO and bringing some ETR customer survey data that's contextualized the company's position in the overall market and relative to the competition. Here's a quick rundown of today's agenda. First I want to tell you theCube is going to be at Forward IV at the Bellagio next week. UiPath, this is their big customer event. It's live, it's a physical event. It's primarily outdoors. You have to be vaccinated to attend. Now, this not completely out of the ordinary. John Furrier and theCube were at AWS Public Sector this past week and we were at Mobile World Congress in one of the first big hybrid events of the year at Barcelona. We thought that event would kick of the fall event season, live event in earnest but the COVID crisis has caused many tech firms, most tech firms actually, to hit pause button. Not UiPath, they're moving ahead. They're going forward and we see a growing trend for smaller VIP events with a virtual component, topic maybe for another day. Now we've talked extensively about the productivity challenges and the automation mandate the pandemic has thrust upon us. Now, we've seen pretty dramatic productivity improvements as remote work kicked in but its brought new stresses. For example, according to Qualtrics, 32% of working moms said their mental health has declined since the pandemic hit. 15% of working dads said the same by the way. So, one has to question the sustainability of this perpetual workday. And we're seeing a continuum of automation solutions emerging and we'll talk about that today. We're seeing tons of M&A as well but now, in that continuum, on the left-side of the spectrum, there's Microsoft who in some ways, they stand alone and their Azure is becoming ubiquitous as a SaaS-Cloud collaboration and productivity platform. Microsoft is everywhere and in virtually every market, whether video conferencing, security, database, cloud, CRM, analytics, you name it. Microsoft is pretty much there and RPA is no different. With the acquisition of Softomotive last year, Microsoft entered the RTA market in earnest and is penetrating very deeply into the space, particularly as it pertains to personal productivity building on its software stake. Now in the middle of that spectrum if you will, we're seeing more M&A and that's defined really by the big software giants. Think of this domain as integrated software place. SAP, they acquired Contextere. They also acquired a company called Process Insights, Service now acquired Inttellebot. Salesforce acquired Servicetrace, we see Infor entering the frame and I would put even Pega, Pega systems in this camp. Software companies focused on integrating RPA into their broader workflows, into their software platforms and this is important because these platforms are entrenched Their well guardants of thoughts and complicated with lots of touchpoints and integration points and frankly they are much harder to automate because of their entrenched legacy. Now, on the far side of that spectrum, are the horizontal automation players and that's been let by UiPath with automation anywhere as the number two player in this domain. And I even put a blue prism in there more M&A recently announced that Vista is going to acquire them Vista also owns Tibco, they are going to merge those two companies. You know Tibco is come up with the integration play. So again I would put them in that you know, horizontal piece of the spectrum. So with that as background, we're going to look at how UiPath has performed since we last covered them and IPO and I'm going to bring in some ETR survey data to get the spending view from customers and we'll wrap up. Now, just to emphasize the importance of automation and the automation mandate, we talk about it all the time in this program. We use this ETR chart. It's a two dimensional view with net score which is the measure of spending momentum on the vertical axis and market share which is a proxy for pervasiveness in the data set that's on the horizontal axis. Now note that red dotted line, it signifies companies within elevated position on the net score vertical axis anything over that is considered pretty good. Very good. Now this shows every spending segment within the ETR taxonomy. And the four spending categories with the greatest velocity are AI, cloud, containers and RPA. And they have topped the charts for quite a while now. They are the only 4 categories which have sustained above that 40% line consistently throughout the pandemic and even before. Now the impressive thing about cloud of course is it has both spending momentum on the vertical axis and a very large market share or presence in the data set. The point is RPA is nascent still. It has an affinity with AI as a means of more intelligently identifying and streamlining process improvements. And so we expect those two to remain elevated and grow to the right together. UiPath pegs its TAM, total available market at 60 billion. And the reality is that could be understated. Okay, as we reported from the UiPath S1 analysis we did pre IPO, the company at that time had an ARR annual recurring revenue of $580 million and it was growing at 65% annually. And nearly 8000 customers at the time, a 1000 of which had an ARR in excess of a 100k. And the net revenue retention the company had was over 145%. So let's take a look at the pictures 6 months forward. We mentioned the $60 billion TAM, ARR now up over $726.5 million on its way to a billion ARR holding pretty steady at 60% growth as is NRR, net revenue retention and more then a 1000 new customers and 200 more with over a 100000 in ARR and a small operating profit which by the way exceeded the consensuses pretty substantially. Profitability is not shown here and no one seems to care anyway these days. It's all about growing into that TAM. Well that's a pretty good looking picture, isn't it? The company had a beat and a raise for the quarter earlier this month, so looking good right. Well you ask how come the stock is not doing better. That's an interesting question. So let's first look at the stocks performance on a relative basis. Here we show UiPath performance against Pega systems and blue prism, the other two publicly traded automation. Pure plays sort of in the case of Pega. So UiPath outperformed post its IPO but since the early summer Pega is been the big winner while UiPath slowly decelerated. You see Blue prism was at the lag until it was announced that it was in an acquisition talks with a couple of PE firms and the prospects of a bidding war sent that yellow line up as you can see. UiPath as you can see on the inset, has a much higher valuation than Pega and way higher than blue Prism. Pega interestingly is growing revenues nicely at around 40%. And I think what's happening is that the street simply wants more. Even though UiPath beat and raised, Wallstreet is still getting comfortable with management which is new to the public market game and the company just needs to demonstrate a track record and build trust. There's also some education around billings and multi-year contracts that the company addressed on its last earnings call. But the street was concerned about ARR for new logos. It appears to be slowing down sequentially and a notable decline in billings momentum which UiPath CFO addressed on the earnings call saying look they don't need the trade margin for prepaid multi year deals, given the strong cash position. Why give anything up. And even though I said nobody cares about profitability well, I guess that's true until you guide for an operating loss when you've been showing small profit in recent quarters what UiPath did. Then, obviously people start to care. So UiPath is in bit of an unknown territory to the street and it has a valuation, it's pretty rich. Very rich actually at 30 times revenue multiple or greater than 30 times revenue multiple. So that's why in my view, investors are being cautious. But I want to address a dynamic that we have seen with this high growth rocket chip companies. Something we talked about Snowflake and I think you are seeing some of that here with UiPath. Different model in the sense that Snowflake is pure cloud but I'm talking about concerns around ARR and from new logos and that growth in a sequential basis. And here's what's happening in my view with UiPath. You have a company that started within departments with a smaller average contract size, ACV maybe 25000, may be 50000 but not deep six figure deals. That wasn't UiPath's play. And because the company focused so heavily on simplicity and made it really easy to adapt, customers saw really fast ROI. I mean break-even in months. So we very quickly saw expansion into other departments. So when ACV started to rise and installations expanded within each customer, UiPath realized it had to move beyond a point product and it started thing about a platform and making acquisitions like Processgold and others and this marked a much deeper expansion into the customer base. And you can see that here in this UiPath chart that they shared at their investor deck, customers that bought in 2016 and 2017 expanded their spend 13, 15, 18, 20x So the LTV, life time value of the customer is growing dramatically and because UiPath is focused on simplicity, and has a very facile premium model much easier to try before you buy than its competitors it's CAC, Customer acquisition cost are likely much lower than some of its peers. And that's a key dynamic. So don't get freaked out by some of those concerns that we raised earlier because just like Snowflake what's happening is that the company for sure is gaining new customers, may be just not at the same rate but don't miss the forest through the trees I.e getting more money from their existing customers which means retention, loyalty and growth. Now speaking of forest, this chart is the dynamic I'm talking about, its an ETR graphic that shows the components of net score against spending momentum. Net score breaks down into 5 areas. That lime green at the top is new additions. Okay, so that's only 11% of the customer mentions. By the way we are talking about more than a 125 responses for UiPath. So it's meaningful, it's actually larger in this survey or certainly comparable to Microsoft. So that's just something right there. The next bar is the forest green. Forest green is what I want you to focus. That's customer spending 6% or more in the second half of the year relative to the first half. The gray is flat spending which is quite large. The pink or light red, that's spending customers spending 6% or worse, that's a 4% number. But look at the bottom bar. There is no bar, that's churn. 0% of the responders in the survey are churning. And Churn is the silent killer of SaaS companies. 0% defections. So you've got 46% spending more, nobody leaving. That's the dynamic powering UiPath right now and I would take this picture any day over a larger lime green and a smaller forest green and a bigger churn number. Okay, it's pretty good, not Snowflake good but it's solid. So how does this picture compare to UiPath's peers. Let's take a look at that. So this is ETR data, same data showing the granularity net score for Microsoft power automate, UiPath automation anywhere, Blue Prism and Pega. So as we said before, Microsoft is ubiquitous. What can we say about that. But UiPath is right there with a more robust platform. Not to overlook Microsoft, you can't but UiPath will you that the don't compete head to head for enterprise automation deals with Microsoft and may be they will over time. They do however compete head to head with automation anywhere. And their picture is quite strong as you can see here. You know as is Blue Prism's picture and even Pega. Although Blue Prism automation anywhere UiPtah and power automate all have net scores on this chart as you can see the tables in the upper right over 40%, Pega does not. But you can see Pega as a pure play RPA vendor it's a little bit of sort of apples and oranges there but they do sell RPA and ETR captures in their taxonomy so why not include them. Also note that UiPath has as I said before more mentions in the survey than power automate which is actually quite interesting given the ubiquity of Microsoft. Now, one other notable note is the bright red that's defections and only UiPath is showing zero defections Everybody else has at least little of the slims on defections. Okay, so take that as you will but its another data point, the one that is powerful nit only for UiPath but really for the entire sector. Now the last ETR data point that we want to share is the famous two dimensional view. Like the sector chart we showed earlier, this graphic shows the net score on the vertical axis that's against spending velocity and market share or pervasiveness on the horizontal axis. So as we said earlier, UiPath actually has a greater presence in the survey than the ever present Microsoft. Remember, this is the July survey. We don't have full results from the September-October survey yet and we can't release them until ETR is out of its quiet period but I expect the entire sector, like everything is going to be slightly down because as reported last week tech spending is moderated slightly in the second half of this year. But we don't expect the picture to change dramatically UiPath and power automate we think are going to lead in market presence and those two plus automation anywhere is going to show the strength in spending momentum as will most of the sector. We'll see who comes in above the 40% line. Okay, what to watch at Forward IV. So in summary I'll be looking for a few things. One, UiPath has hinted toward a big platform announcement that will deepen its capabilities to beyond being an RPA point tool into much more of an enterprise automation platform, rewriting a lot of the code Linux, cloud, better automation of the UI, you are going to hear all kind of new product announcements that are coming so I'll be listening for those details. I want to hear more from customers that further confirm what I've been hearing from them over the last couple of years and get more data especially on their ROI, on their land and expand, I want to understand that dynamic and that true enterprise automation. It's going to be good to get an update face to face and test some of our assumptions here and see where the gaps are and where UiPath can improve. Third, I want to talk to ecosystem players to see where they are in participating in the value chain here. What kind of partner has UiPath become since its IPO, are they investing more in the ecosystem, how do partners fit into that flywheel. Fourth, I want to hear from UiPath management Daniel Dines and other UiPath leaders, their exiting toddler wheel and coming into an adolescence phase or early adulthood. And what does that progression look like, how does it feel, what's the vibe at the show. And finally I'm very excited to participate in a live in-person event to see what's working, to see how hybrid events are evolving, we got to good glimpse at Mobile congress and this week in DC at public sector summit. As you know theCube is doing hybrid events for years and we intend to continue to lead in this regard and bring you the best real time information as possible. Okay, that's it for today. Remember these episodes are all available as podcasts wherever you listen, all you do is search breaking analysis podcast. We publish each week on Wikibound.com and Siliconangle.com and you can always connect on twitter @dvellante or email me at David.vellante@siliconangle.com Appreciate the comments on LinkedIn and don't forget to check out ETR.plus for all the survey data. This is Dave Vellante for theCube insights powered by ETR. Be well and will see you next time. (upbeat music)

Published Date : Oct 1 2021

SUMMARY :

bringing you data driven insights and blue prism, the other two

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
UiPathORGANIZATION

0.99+

Dave VellantePERSON

0.99+

30 timesQUANTITY

0.99+

SeptemberDATE

0.99+

PegaORGANIZATION

0.99+

2016DATE

0.99+

M&AORGANIZATION

0.99+

TibcoORGANIZATION

0.99+

2017DATE

0.99+

MicrosoftORGANIZATION

0.99+

5 areasQUANTITY

0.99+

JulyDATE

0.99+

65%QUANTITY

0.99+

6%QUANTITY

0.99+

Palo AltoLOCATION

0.99+

$60 billionQUANTITY

0.99+

50000QUANTITY

0.99+

60%QUANTITY

0.99+

13QUANTITY

0.99+

60 billionQUANTITY

0.99+

46%QUANTITY

0.99+

next weekDATE

0.99+

last yearDATE

0.99+

4%QUANTITY

0.99+

David.vellante@siliconangle.comOTHER

0.99+

15%QUANTITY

0.99+

40%QUANTITY

0.99+

BarcelonaLOCATION

0.99+

two companiesQUANTITY

0.99+

last weekDATE

0.99+

$580 millionQUANTITY

0.99+

ContextereORGANIZATION

0.99+

25000QUANTITY

0.99+

Blue PrismORGANIZATION

0.99+

ServicetraceORGANIZATION

0.99+

Daniel DinesPERSON

0.99+

QualtricsORGANIZATION

0.99+

DCLOCATION

0.99+

15QUANTITY

0.99+

11%QUANTITY

0.99+

each weekQUANTITY

0.99+

18QUANTITY

0.99+

FourthQUANTITY

0.99+

32%QUANTITY

0.99+

20xQUANTITY

0.99+

first halfQUANTITY

0.99+

Las VegasLOCATION

0.99+

OctoberDATE

0.99+

todayDATE

0.99+

InttellebotORGANIZATION

0.99+

WallstreetORGANIZATION

0.99+

twoQUANTITY

0.99+

over 145%QUANTITY

0.99+

BellagioLOCATION

0.99+

ThirdQUANTITY

0.99+

FirstQUANTITY

0.99+

Process InsightsORGANIZATION

0.98+

0%QUANTITY

0.98+

4 categoriesQUANTITY

0.98+

Fast-Track Your Path to a Cloud Operating Model With the HPE Edge-to-Cloud Adoption Framework


 

(bright upbeat music) >> Welcome back to theCube's coverage of HPE's Green Lake announcement. We've been following the caves of Green Lake's announcement for several quarters now, and even years. And we're going to look at cloud adoption and frameworks to help facilitate cloud adoptions. You know, in 2020, the world was on a forced march to digital and there was a lot that they didn't know. Big part of that was how to automate, how to reduce your reliance on physically, manually and plugging things in. And so, customers need an adoption framework to better understand and how to de-risk that journey to the cloud. And with me to talk about that are Alexia Clements, who's the Vice President at Worldwide go to market for GreenLake cloud services at HPE and Alexei Gerasimov who's the vice president of Hybrid Cloud Delivery advisory and professional services at Hewlett Packard Enterprise. Folks, welcome to theCube. >> Alexia: Thanks so much for having us. >> You're very welcome. So, Alexei, what is a cloud adoption framework? How does that all work? >> Gerasimov: Yeah, thanks Dave. So the framework is a structured approach to elevate the conversation, to help our customers get outcomes. So we've been helping customers adopt the benefits in the most of IT for a decade. And we've noticed that they basically focus on eight key areas as they transform to cloud-like capabilities. It's a strategy and governance, it's innovation, people, a dev ops applications, operations security, and data. So we've structured our framework around those core components to help our customers get value. Because end of the day, it's all about changing the way they operate. To get the advantage of all of it. >> Yes. So you can't just pave the cow path and kind of plug your existing process. There's a lot that's unknown, as I said up front. So, so Alexia, maybe you could talk a little bit more about some of the real problems that you're solving with customers that you see in the field. >> Alexey: Yeah, absolutely. So most customers are going through some form of digital transformation and these transformations are difficult and they need a structured approach to help them through that journey. I kind of like to think of it as a recipe to make a meal. So you need to know what ingredients to buy and what are the steps to perform to make that meal. >> Okay. So when you talk to customers, what do you, what do you tell them? That's in it for them after the, after you've actually successfully helped them deploy? What are they telling you? >> Yeah, well, they're telling they now have reached their business outcomes and they're, you know, they're a more agile organization. >> What's the experience look like when you, when you go through one of these journeys and you, you apply the adoption framework, can you sort of paint a picture for us? >> Yeah, absolutely. So every customer is in some sort of transformation, like Alexia said, that transformation implies you've got to know where you start and again, know where you're going. So the experience traditionally is customers need to understand what are my current hybrid cloud capabilities? What do I have, what am I missing? What's lacking and then determine where do you want to go? And in order to get from point A to point B, they have to get a prescriptive approach. So the framework sort of breaks down their path from where they are to their desired maturity. And it takes them in the very prescriptive path to get there. >> So you start with an assessment, you do a gap analysis based on their skill sets. I presume you identify what's possible, help them understand, you know, best practice, which they may not achieve, but this is kind of their north star. Right? And then do you help? How do you help them fill those gaps? Because are skills gaps. Everybody talks about that today. You guys presumably can provide additional services to do that, but so can you add a little bit color to that scope? >> Yeah, yeah, absolutely. And so to your point, the first is a maturity level. So once you figure out the maturity level, you understand what needs to be done. So if you look at our domain, the eight domains that I mentioned and the framework, people is a big one, right? Most of the folks are struggling with people's skills and organizational capabilities. And it's so because it's an operating model change, right? And people are the key component to this operating model change. So we help our customers figure out how do we achieve that optimal operating level and operating a model maturity. And that could be on-prem that could be on public cloud. That could be hybrid. That could be at the edge. And yeah, we, if we can HP, the framework, by the way is pretty, pretty open and pretty objective. If we can help our customers address and achieve their sales gaps great. If we can not directly, then we can have a partner that can help them, you know, plug in something that we don't have. >> Are you finding that, that in terms of the maturity that most people have some kind of experience with, with cloud, but they're struggling to bring that cloud experience to their on-premise state. They don't want to just shove everything into the cloud. Right. So, what does that kind of typical journey look like for folks? I know there's--it's a wide spectrum, or you've got people that are maybe more mature. Maybe some of the folks in financial services got more resources, but can you sort of give us a sense as to what the typical, the average. >> Oh yeah yeah yeah, absolutely. By the way. So that give you a customer example, perfect example of a large North American integrated energy company. They decided to go cloud fresh, like a lot of companies. that wants to do cloud first. And why? The reason was agility. So they started going to the cloud and they realized in order to get agility, you can't just go to you, pick your public CSP, you got to change the way to operate. So they brought us in and they asked, could you help me figure out how we can change the organization? So we actually operate on the proper level of maturity. So we brought our team in. We help them figure out what do we need to look at? We need to look at operations. We need to look at people. We need to look at applications, and we need to figure out what gives you the best value. So when all said and done, they realized that their initial desire of, you know, public first or cloud first, wasn't really public cloud first. It's a way to operate. So now the customer is in three different public CSPs. They're on-prem, there are at edge and everywhere. So that's the focus. Yeah. >> Is the scope predominantly the technical organization. How deep does it go into the, to the business? Is it obviously the application development team is involved, but how deep into the business does this go? The framework. >> Right, and it's absolutely not a technology focused, the whole concept areas, it's outcomes based, and it's a results based. So if you look at the framework, there's really not a single element of the framework that says tech, like storage or compute. No, it's its people, its data, it's business value, strategy and governance, because the goal for us is being objective is we're just trying to help them address the outcomes. Not necessarily to give them more tech. >> So Alexia, I like that answer because it's a wider scope as, I mean, if we just focused on the tech and that's the swim lane, it'd be a lot easier. But as we all know, it's the people in the process that are really the hard part. So that, that makes the challenge for customers greater. You're hurting more cats. So what are the, some of the obstacles that potentially you help customers before they dive in understand. >> Yeah. So we're giving them a roadmap on where they need to go. So we're like I mentioned that recipe, so we're really trying to identify what is their strategy and where do they, what are the outcomes that they're trying to drive and help them on a street, you know, with that path to meet those outcomes. So some of those, I mean, every customer's a little bit different. I mean, we had one customer, which was a, one of the largest hospitals in north America and they, they would needed to, they wanted to go to the cloud, but they realized they couldn't put all of their patient data on the cloud. So what we did was we helped them in changing their operating model and really look to see how does that, how do they need to what's that end game for them, and actually help redo their operating model to have some in the cloud and some on-prem and, and really identify, you know, where they needed to go for their roadmap. So that was an obstacle that they had, hey, we can't put all this stuff out there. How does that now need to work in this new world? >> I would think the data model is a big deal here. I mean, you just gave an example where there's a, there's a, there's a governance and compliance aspect to it. So thinking about that example, did they have to change the way in which they provided federated governance was that presumably identify whose whose responsibility that was to adjudicate, but also had to get the, the implementers to follow that's the, how does that all work? Is it just the deep conversations? And then you figure out how to codify it or. >> No. So what so we have, so through those eight domains that Alexia mentioned, we go through, step-by-step how they need to think about it. And within mind, what are their business outcomes and goals that they're trying to achieve? So really identifying how they need to change that operating model to meet those business outcomes. >> So what's the output, it's a plan, right. That's tailored to the customer. Is that, is that correct? And, and then sort of assistance in implementing downstream or what do they get? >> Yeah, yeah, absolutely. Just to piggyback to what Alexia said, the alignment, the early alignment, the strategy and governance, as you mentioned, this is probably the most important thing, because everybody says we want to be cloud first, but what does that mean? Cloud first means different things to everyone. So we said, give him a plan. The first we'll help with figure out is what does that mean for you? Because at the end of the day, you're not going to the cloud for the sake of cloud, or anywhere you go into the cloud to get some sort of value. So what's that alignment. So the plan is supposed to help you on your road to that value, right? So we'll help them figure out what I want to do, why, for what purpose, what's going to actually address my business value. So yes, they will get a plan as part of it. But more importantly, they get, they get a set of activities, communication plans, which by the way, another block that you got to address. >> Dave: Huge. >> Yeah. >> Yeah. I mean, a lot of executives tell me, look, if you don't change your operating model and go to the cloud, yeah. You're talking, you know, nickels and dimes. If you want to get telephone numbers, you know, big companies, you want to get into bees with billions, you have to change the operating model. And the problem that they tell me is a lot of times the corner offices, okay, we're doing this, but everybody in the fat middle says, what are we doing? >> Right. And now more than ever, I mean, customers need to look at that model like a more modern operating model to realize the benefits of cloud capabilities, whether that be at the edge, their data centers, their colos cloud. So they really need to look at that. And what we've seen is with our framework, we're really helping customers accelerate their business outcomes. De-risk their transformation, and really optimize that cloud operating model. >> It's that alignment you reducing friction within the organization, confusing confusion. When people don't know which direction they're going, they'll just going to go wherever they're pointed. Right. Right. >> And you back to the alignment. So you've got alignment and you mentioned communication. You have to communicate up and down and left and right across the organization because that's one of the most probably ignored elements of any transformation lots of people don't know. So you got to communicate. And then you have to actually measure and report on how they, you know, how the transformation is happening. So we can help in all three of those. >> Especially when everybody's remote. Yeah. Right. And then I said, hey, these digital transformations, there's so much, that's unknown. >> Alexia: Right. It's difficult. >> It's a lot of new. And so you also have to, I presume part of the plan is, Hey, you're not, it's not going to be a hundred percent perfect. So you have to have. >> Alexia: Right. And you're constantly iterating on that plan. >> What does this have to do with GreenLake? >> Alexia: Yeah. So, I mean, GreenLake is HPE's you know, cloud everywhere. And what we're really doing is this framework is helping customers with that path to get that cloud-like experience and as a service model. And so the framework is really helping clients understand where do they need to go and what GreenLake solutions can help them get there. >> So the fundamental assumption of not every cloud player necessarily bad, I would say most hyperscalers is, hey, ultimately, all the data and the workloads are going to go to the cloud, that's their operating premise. So they all have an operating framework to facilitate that. >> Alexia: Right. >> It's, it's tongue in cheek, but it's true. So, but everybody has one of these. How was yours different? >> Yeah. So like, like you said, there's lots of different, you know, frameworks out there, but what we're really focused on is meeting those business goals and outcomes for clients. So we didn't focus on the technology. Like we mentioned what we were really focusing around. I mean, we kind of learned early on that every customer has technical capabilities, applications, data in multiple clouds, on-prem in colos and at the edge. So we didn't focus on like just the technology. So it's really driving business outcomes and their goals and, and the tech, all those frameworks that we just mentioned, they're really specifically driving a particular technology tool or vendor implementing a particular technology or vendor. >> So we've talked about outcomes a lot, but I wonder if we could peel the onion on that. So, you know, the highest level outcome is I want to increase revenue, cut costs, drop to the bottom line, increase shareholder value, improve employee experiences and retention, make customers happier, grow my business. I mean, those are, I mean, I, I don't know a lot of businesses that don't... >> Alexia: Right. >> want to do that, So. Okay. That's cool. But then I'm imagining you really start to peel the layers and say, okay, this is how we're going to get there. And you get down to specific objectives as to the, how is that sort of how this works? >> Right, and that's due to echo at Alexia. So that's exactly why ours is different. We're not focusing on how to adopt Microsoft or AWS or Alibaba with focusing on how we can deliver the customer experience or a better revenue, you know, or, you know, increase the value for the consumer for whatever the company will help him. So the framework we'll look at that and figure out how do we actually address it, whether it's on public cloud, whether it's on prem, whether it's at the edge. >> You mentioned Alexia, that something, hey, if we don't have the skills, we can get a partner who does, a big company. You got a huge partner network. So for example, if you might not have necessarily a deep industry expertise, that's where you might lean on a partner or is that, is that a good example or is there a better one? >> Yes and we know. We're not going to just like you mentioned AWS or Microsoft, Alibaba thing that everything will go to public cloud. I don't believe so, but at the same time we know not everything will stay on-prem. So the combination of on-prem, the edge, you know, private cloud and public cloud is what the customers are after. So our partners could be either third party, system integrator that can help us implement something or even the public CSPs, because we know our customers have capabilities everywhere. So the question becomes, how can we holistically address their needs, whether it's on-prem, whether it's in public cloud. >> Great. Guys, thanks so much. >> Alexia: Thank you. Thanks for having us. Appreciate it. >> My pleasure and thank you for watching everybody's as theCube's continuous coverage of HPE's GreenLake announcement, keep it right there for more great content. (bright upbeat music)

Published Date : Sep 28 2021

SUMMARY :

that journey to the cloud. How does that all work? So the framework is a structured bit more about some of the So you need to know what to customers, what do you, outcomes and they're, you know, So the framework sort of breaks So you start with an assessment, So once you figure out the maturity level, that in terms of the maturity So they started going to the the, to the business? So if you look at the framework, that are really the hard How does that now need to the implementers to follow that's the, they need to think about it. That's tailored to the customer. So the plan is supposed to And the problem that they So they really need to look at that. It's that alignment you So you got to communicate. And then I said, hey, Alexia: Right. So you have to have. iterating on that plan. And so the framework is really So the fundamental assumption So, but everybody has one of these. So we didn't focus on the technology. cut costs, drop to the bottom line, And you get down to specific So the framework we'll look at that's where you might lean on-prem, the edge, you know, Guys, thanks so much. for having us. you for watching everybody's

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Alexei GerasimovPERSON

0.99+

DavePERSON

0.99+

AlibabaORGANIZATION

0.99+

Alexia ClementsPERSON

0.99+

MicrosoftORGANIZATION

0.99+

GerasimovPERSON

0.99+

AWSORGANIZATION

0.99+

AlexiaPERSON

0.99+

2020DATE

0.99+

north AmericaLOCATION

0.99+

HPEORGANIZATION

0.99+

eight domainsQUANTITY

0.99+

Hewlett Packard EnterpriseORGANIZATION

0.99+

HPORGANIZATION

0.99+

AlexeiPERSON

0.99+

one customerQUANTITY

0.98+

firstQUANTITY

0.98+

todayDATE

0.98+

threeQUANTITY

0.98+

oneQUANTITY

0.98+

AlexeyPERSON

0.97+

Green LakeORGANIZATION

0.96+

billionsQUANTITY

0.96+

single elementQUANTITY

0.95+

GreenLakeTITLE

0.95+

AlexiaTITLE

0.93+

GreenLakeORGANIZATION

0.91+

hundred percentQUANTITY

0.89+

eight key areasQUANTITY

0.82+

echoCOMMERCIAL_ITEM

0.8+

GreenORGANIZATION

0.74+

point BOTHER

0.73+

LakeTITLE

0.72+

North AmericanLOCATION

0.68+

a decadeQUANTITY

0.62+

Vice PresidentPERSON

0.59+

HPE EdgeTITLE

0.56+

Hybrid CloudORGANIZATION

0.56+

theCubeORGANIZATION

0.46+

theCubeCOMMERCIAL_ITEM

0.46+

Breaking Analysis: Buyers Signal Tempered Tech Spending in 2H '21 but Hybrid Work Boosts Outlook


 

>> From the Cube studios in Palo Alto in Boston, bringing you data-driven insights from the Cube in ETR. This is breaking analysis with Dave Valante. >> Throughout the pre-vaccine COVID era, IT buyers indicated that budget constraints would constrict 2020 spending by roughly 5 percent relative to 2019 levels. But the forced march to digital, combined with increased cyber threats, created a modernization mandate that powered Q4 spending last year and this momentum has carried through to 2021. However, COVID variants have delayed return to work and business travel plans and as such our current forecast for global IT spending remains strong at 6 to 7 percent but slightly down from previous estimates. Notably, CIOs and IT buyers expect a 7 to 8 percent increase in 2022 spending, reflecting investments in hybrid strategies in a continued belief that technology remains the underpinning of competitive advantage in the coming decade. Hello and welcome to this week's Wikibon Cube Insights, powered by ETR. In this breaking analysis we'll share the latest results of ETR's macro spending survey and update you in industry and sector spending patterns. First, let's summarize the key take-aways from ETR's latest demand-side survey. Based on ETR's latest survey. Currently with 869 responses as shown here at the bottom, we expect a slight pull-back in spending expectations from CIOs and IT buyers to roughly 6 to 7 percent, down from 7 to 8 percent earlier this year. This reflects caution over return to office strategies but buyers continue to expect robust spending as we said into next year as they support hybrid models, modernize their HQ infrastructure and continue to move forward on digital transformation initiatives. Cyber security and cloud remain the top 2 priorities with data initiatives overtaking collaboration and productivity on the priority list. Although all of these remain strong. Organizations now expect around 44 percent of employees to be working in a hybrid model over the long-term with 37 percent currently working in a hybrid fashion. Now here's the data behind the revised projections it compares the spending growth expectations from the March, June, and September 21 surveys. This by no means is a radical change as you can see from the downward trajectory of the yellow bar. It reflects the reality of the continued injection of uncertainty caused by the pandemic. Organizations are dealing with the reality and remaining flexible with regard to strategies and spending outlook, but the 2022 bar on the far-right at 7 and a half percent stands out in its telling as buyers expect spending levels in 22 to outpace historical norms by quite a large margin. Now as shown here, the spending compression is an across the board trend. Only Latin America, industrial materials manufacturing, and retail consumer show an uptick from previous surveys. With non-profits, education, energy, and APAC showing the steepest declines. But the longer term spending outlook remains robust across the boards. This chart shows that generally the outlook for 2022 spending is strong with retail consumer and government leading the charge. Only the historically cautious education sector stands out as softer, but even so its spending outlook is comparable to historical norms. Now be careful putting too much emphasis, by the way, on Latin America as the ends are small as ETR noted here. Now let's take a look at the sector analysis. This picture has been amazingly consistent. ETR asks respondents to rate their spending priorities and the chart shows the ratings from highest to lowest priority for the top technology sectors. Now this data only shows the top 7 sectors, so even though for instance RPA appears down the list, it remains one of the highest in the survey. In fact, although we are not showing this data, we went in and looked at this. Machine learning, containers, cloud, and RPA remain the top 4 areas from a net score or spending momentum standpoint. Well above the 40 percent mark we talk about all the time. Back to the priorities we asked the CIOs. Cyber security is noticeably above the rest with cloud migration remaining very strong. The data sector i.e. analytics and data warehousing have overtaken collaboration and productivity as priorities. However, collaboration remains strong as do networking, AI, and RPA. Now when we dig into some of these sectors to see which vendors are showing spending momentum, let's take a look. In addition to the large cloud players, especially AWS and Microsoft, we saw that snowflake continued to hover at around 80 percent net score level. Some others that we haven't cited as much recently are popping up either with spending momentum, or showing a larger presence in the market or both within these sectors. Toughtsbot has popped up now this AI specialist has shown up every now and then in the survey but they seem to be getting traction in the data set and they have an elevated net score. Datadog also stood out as did Cockroach Labs and Databricks is starting to show some strength even though they have shown strength in past surveys, they're starting to show larger presence in the survey. Now Networking Arista who has always had strong momentum shows continued strong momentum. And Maraki which has a large presence in the data set, is also notable. Not as high, but as a much larger share. Monday.com is also hitting the radar in collaboration and Twilio is popping up as well. Let's take a look at the return to office trends and the actions organizations have taken as a result of COVID and see how that's changed over time. This data shows the time series going back to the June 2020 survey. Let's start with the percent of organizations with employees working from home and you'll note that has ticked up since June and is now back up to 75 percent. And you can see the noticeable drop in the percentage of companies that have employees fully returning to the office. Also, more organizations are canceling business trips. So these are some of the factors that contribute to the slightly more cautious spending outlook that we're reporting here. Now continuing on the chart even though layoffs are trending downward, it's no surprise given the skill shortage you see a slight uptick in hiring freezes and a downtick in new hiring. New IT deployment freezes they remain low but there is a slight down tick in accelerating new IT deployments. So look, these are not radical changes, but they do reflect the on-going day-by-day, month-by-month, quarter-by-quarter adjustments that we've seen companies make throughout the COVID era. And it underscores the need for organizations to be more agile, flexible, resilient, and responsive to change. What does that mean? It means modernizing infrastructure and apps, better leveraging data, applying AI, and taking care of governance, compliance, and security. And CIOs expect these spending priorities to continue for the foreseeable future, at least for the next 15 months. Now as we've declared in previous episodes, every CEO, CXO, corner office, boards of directors, they're trying to get hybrid right. Interestingly, we see some companies mandating a return to work. We've seen this with some of the Wall Street firms, for example, but tech is a leading example of advocating for remote or hybrid work. To it, Michael Dell's public posture that he's wide-open for remote and, or hybrid work and Frank Slootman has moved Snowflakes' executive offices to Bozeman, Montana reflecting his sentiment that the days of big corporate towers are over. And why not? Productivity is through the roof, and the cost savings from working remotely can be enormous. This chart shows data back to the December 2020 survey. And we've seen a steady decline in remote work, but it's still the dominant model of 53 percent of the work force. In other words, people are starting to come back to office but still very, very high remote. Now jump to the third set of bars. And organizations expect a 39 percent of employees to be working remotely in 6 months. Now jump back to the second set of bars, 37 percent of employees are currently working in a hybrid model and that's up from 33 percent in June. Now jump to the fourth set of bars and the expectation is around 44 percent will be working in a hybrid model within the next 6 months. Organizations expect remote workers to settle in and level around 30 percent. Now that's down from previous highs of 35 percent last December but it's up significantly from the historical average of 15 to 16 percent. And the expectation as you can see in the last set of bars is that more than 40 percent of employees will be working in a hybrid model, on a permanent basis. So look, the world is going hybrid. It's the future and that requires technology investments to support new ways to work. And that's one main reason why we see the spending momentum continuing into 2022. So let's drill a little bit into what this means. In order words, how are organizations thinking about their hybrid models. This chart shows the responses from the June and September surveys when ETR began asking organizations to describe their hybrid approaches in more detail. The dominant model, around 50 percent of organizations say time will be split between remote and required on-site days. This is where leaders will ask employees to come to the office at designated times for whiteboard sessions, or planning meetings, et cetera. So hybrid is the dominant model. Then we see a big drop to primarily on-site with exceptions as needed and a low single digit number of organizations with no hybrid option. So the message is clear: Hybrid is the way forward and IT infrastructure will evolve to support these models and this bodes well for tech spending in our view. It speaks to continued cyber investments, leverage the cloud for flexible capacity shoring up on-prem infrastructure as we now see more vendors offering flexible capacity on-prem. Modernizing applications, building layers with micro-services and kubernetes that can actually connect to the cloud or assist in moving workloads, evolving the network architecture, flattening that out we hear a lot of talk about the edge, driving automation, and new ways to work and putting data at the core of digital business strategies. These are the technology approaches that organizations are tapping to deal with the changing dynamics of the pandemic, and adapting to new business models. Across the board, technology has become one of the most important enablers for competitiveness ain the coming decade and we expect that momentum to continue until some exogenous factors derail the spending trend. At the moment, that risk doesn't appear to be a slow-down in an economic recovery, although we continue to watch uncertainties around interest rates, inflation, tax policy, and global economic tensions, especially with China. And as always, we'll be here to update you as the data changes. Okay we're going to leave it there for now, remember these episodes are all available as podcasts you just got to search "breaking analysis podcasts" and we publish each week on wikibon.com and silliconeggle.com. You can connect with me on twitter @Devalante or email me at david.valante@silliconeggle.com. Appreciate the comments on LinkedIn and don't forget to check out ETR.plus for all the survey data. This is Dave Valante for the Cube insights powered by ETR, be well, and we'll see you next time. (music)

Published Date : Sep 24 2021

SUMMARY :

From the Cube studios But the forced march to digital,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Michael DellPERSON

0.99+

Frank SlootmanPERSON

0.99+

Dave ValantePERSON

0.99+

6QUANTITY

0.99+

Cockroach LabsORGANIZATION

0.99+

December 2020DATE

0.99+

7QUANTITY

0.99+

June 2020DATE

0.99+

JuneDATE

0.99+

DatabricksORGANIZATION

0.99+

MarchDATE

0.99+

MicrosoftORGANIZATION

0.99+

Palo AltoLOCATION

0.99+

53 percentQUANTITY

0.99+

second setQUANTITY

0.99+

39 percentQUANTITY

0.99+

2021DATE

0.99+

37 percentQUANTITY

0.99+

2019DATE

0.99+

2022DATE

0.99+

SeptemberDATE

0.99+

869 responsesQUANTITY

0.99+

33 percentQUANTITY

0.99+

third setQUANTITY

0.99+

TwilioORGANIZATION

0.99+

AWSORGANIZATION

0.99+

FirstQUANTITY

0.99+

September 21DATE

0.99+

22QUANTITY

0.99+

35 percentQUANTITY

0.99+

2020DATE

0.99+

15QUANTITY

0.99+

david.valante@silliconeggle.comOTHER

0.99+

next yearDATE

0.99+

6 monthsQUANTITY

0.99+

DatadogORGANIZATION

0.99+

ETRORGANIZATION

0.99+

40 percentQUANTITY

0.99+

last DecemberDATE

0.99+

Latin AmericaLOCATION

0.99+

@DevalantePERSON

0.99+

more than 40 percentQUANTITY

0.98+

Bozeman, MontanaLOCATION

0.98+

silliconeggle.comOTHER

0.98+

last yearDATE

0.98+

bothQUANTITY

0.98+

7 and a half percentQUANTITY

0.98+

16 percentQUANTITY

0.98+

each weekQUANTITY

0.98+

around 30 percentQUANTITY

0.97+

around 80 percentQUANTITY

0.97+

BostonLOCATION

0.97+

around 50 percentQUANTITY

0.96+

around 44 percentQUANTITY

0.96+

7 percentQUANTITY

0.96+

COVID variantsOTHER

0.96+

oneQUANTITY

0.96+

APACORGANIZATION

0.96+

up to 75 percentQUANTITY

0.96+

Snowflakes'ORGANIZATION

0.96+

7 sectorsQUANTITY

0.95+

8 percentQUANTITY

0.95+

MarakiORGANIZATION

0.95+

this weekDATE

0.95+

CubeORGANIZATION

0.95+

8 percentQUANTITY

0.95+

Wall StreetLOCATION

0.93+

LinkedInORGANIZATION

0.93+

earlier this yearDATE

0.93+

Networking AristaORGANIZATION

0.92+

2 prioritiesQUANTITY

0.91+

COVIDEVENT

0.91+

5 percentQUANTITY

0.9+

pandemicEVENT

0.88+

COVIDOTHER

0.87+

next 6 monthsDATE

0.87+

4 areasQUANTITY

0.86+

fourth set of barsQUANTITY

0.86+

next 15 monthsDATE

0.85+

OutlookTITLE

0.84+