Dilip Ramachandran and Juergen Zimmerman
(bright upbeat music) >> Welcome to theCUBE's continuing coverage of AMD's fourth generation EPYC launch, along with the way that Dell has integrated this technology into its PowerEdge server lines. We're in for an interesting conversation today. Today, I'm joined by Dilip Ramachandran, Senior Director of Marketing at AMD, and Juergen Zimmermann. Juergen is Principal SAP Solutions Performance Benchmarking Engineer at Dell. Welcome, gentlemen. >> Welcome. >> Thank you David, nice to be here. >> Nice to meet you too, welcome to theCUBE. You will officially be CUBE alumni after this. Dilip, let's start with you. What's this all about? Tell us about AMD's recent launch and the importance of it. >> Thanks, David. I'm excited to actually talk to you today, AMD, at our fourth generation EPYC launch last month in November. And as part of that fourth generation EPYC launch, we announced industry-leading performance based on 96 cores, based on Zen 4 architecture. And new interfaces, PCIe Gen 5, as well as DDR5. Incredible amount of memory bandwidth, memory capacity supported, and a whole lot of other features as well. So we announced this product, we launched it in November last month. And we've been closely working with Dell on a number of benchmarks that we'd love to talk to you more about today. >> So just for some context, when was the last release of this scale? So when was the third generation released? How long ago? >> The third generation EPYC was launched in Q1 of 2021. So it was almost 18 to 24 months ago. And since then we've made a tremendous jump, the fourth generation EPYC, in terms of number of cores. So third generation EPYC supported 64 cores, fourth generation EPYC supports 96 cores. And these are new cores, the Zen 4 cores, the fourth generation of Zen cores. So very high performance, new interfaces, and really world-class performance. >> Excellent. Well, we'll go into greater detail in a moment, but let's go to Juergen. Tell us about the testing that you've been involved with to kind of prove out the benefits of this new AMD architecture. >> Yeah, well, the testing is SAP Standard Performance benchmark, the SAP SD two tier. And this is more or less a industry standard benchmark that is used to size your service for the needs of SAP. Actually, SAP customers always ask the vendors about the SAP benchmark and the SAPS values of their service. >> And I should have asked you before, but give us a little bit of your background working with SAP. Have you been doing this for longer than a week? >> Yeah, yeah, definitely, I do this for about 20 years now. Started with Sun Microsystems, and interestingly in the year 2003, 2004, I started working with AMD service on SAP with Linux, and afterwards parted the SAP application to Solaris AMD, also with AMD. So I have a lot of tradition with SAP and AMD benchmarks, and doing this ever since then. >> So give us some more detail on the results of the recent testing, and if you can, tell us why we should care? >> (laughs) Okay, the recent results actually also surprised myself, they were so good. So I initially installed the benchmark kit, and couldn't believe that the server is just getting, or hitting idle by the numbers I saw. So I cranked up the numbers and reached results that are most likely double the last generation, so Zen 3 generation, and that even passed almost all 8-socket systems out there. So if you want to have the same SAP performance, you can just use 2-socket AMD server instead of any four or 8-socket servers out there. And this is a tremendous saving in energy. >> So you just mentioned savings in terms of power consumption, which is a huge consideration. What are the sort of end user results that this delivers in terms of real world performance? How is a human being at the end of a computer going to notice something like this? >> So actually the results are like that you get almost 150,000 users concurrently accessing the system, and get their results back from SAP within one second response time. >> 150,000 users, you said? >> 150,000 users in parallel. >> (laughs) Okay, that's amazing. And I think it's interesting to note that, and I'll probably say this a a couple of times. You just referenced third generation EPYC architecture, and there are a lot of folks out there who are two generations back. Not everyone is religiously updating every 18 months, and so for a fair number of SAP environments, this is an even more dramatic increase. Is that a fair thing to say? >> Yeah, I just looked up yesterday the numbers from generation one of EPYC, and this was at about 28,000 users. So we are five times the performance now, within four years. Yeah, great. >> So Dilip, let's dig a little more into the EPYC architecture, and I'm specifically also curious about... You mentioned PCIe Gen five, or 5.0 and all of the components that plug into that. You mentioned I think faster DDR. Talk about that. Talk about how all of the components work together to make when Dell comes out with a PowerEdge server, to make it so much more powerful. >> Absolutely. So just to spend a little bit more time on this particular benchmark, the SAP Sales and Distribution benchmark. It's a widely used benchmark in the industry to basically look at how do I get the most performance out of my system for a variety of SAP business suite applications. And we touched upon it earlier, right, we are able to beat a performance of 4-socket and 8-socket servers out there. And you know, it saves energy, it saves cost, better TCO for the data center. So we're really excited to be able to support more users in a single server and meeting all the other dual socket and 4-socket combinations out there. Now, how did we get there, right, is more the important question. So as part of our fourth generation EPYC, we obviously upgraded our CPU core to provide much better single third performance per core. And at the socket level, you know, when you're packing 96 cores, you need to be able to feed these cores, you know, from a memory standpoint. So what we did was we went to 12 channels of memory, and these are DDR5 memory channels. So obviously you get much better bandwidth, higher speed of the memory with DDR5, you know, starting at 4,800 megahertz. And you're also now able to have more channels to be able to send the data from the memory into the CPU subsystem, which is very critical to keep the CPUs busy and active, and get the performance out. So that's on the memory side. On the data side, you know, we do have PCIe Gen five, and any data oriented applications that take data either from the PCIe drives or the network cards that utilize Gen five that are available in the industry today, you can actually really get data into the system through the PCIe I/O, either again, through the disk, or through the net card as well. So those are other ways to actually also feed the CPU subsystem with data to be processed by the CPU complex. So we are, again, very excited to see all of this coming together, and as they say, proof's in the pudding. You know, Juergen talked about it. How over generation after generation we've increased the performance, and now with our fourth generation EPYC, we are absolutely leading world-class performance on the SAP Sales and Distribution benchmark. >> Dilip, I have another question for you, and this may be, it may be a bit of a PowerEdge and beyond question. What are you seeing, or what are you anticipating in terms of end user perception when they go to buy a new server? Obviously server is a very loose term, and they can be configured in a bunch of different ways. But is there a discussion about ROI and TCO that's particularly critical? Because people are going to ask, "Well, wait a minute. If it's more expensive than the last one that I bought, am I getting enough bang for my buck?" Is that going to be part of the conversation, especially around power and cooling and things like that? >> Yeah, absolutely. You know, every data center decision maker has to ask the question, "Why should I upgrade? Should I stay with legacy hardware, or should I go into the latest and greatest that AMD offers?" And the advantages that the new generation products bring is much better performance at much better energy consumption levels, as well as much better performance per dollar levels. So when you do the upgrade, you are actually getting, you know, savings in terms of performance per dollar, as well as saving in space because you can consolidate your work into fewer servers 'cause you have more cores. As we talked about, you have eight, you know. Typically you might do it on a four or 8-socket server which is really expensive. You can consolidate down to a 2-socket server which is much cheaper. As also for maintenance costs, it's much lower maintenance costs as well. All of this, performance, power, maintenance costs, all of that translate into better TCO, right. So lower all of these, high performance, lower power, and then lower maintenance costs, translate to much better TCO for the end user. And that's an important equation that all customers pay attention to. and you know, we love to work with them and demonstrate those TCO benefits to them. >> Juergen, talk to us more in general about what Dell does from a PowerEdge perspective to make sure that Dell is delivering the best infrastructure possible for SAP. In general, I mean, I assume that this is a big responsibility of yours, is making sure that the stuff runs properly and if not, fixing it. So tell us about that relationship between Dell and a SAP. >> Yeah, for Dell and SAP actually, we're more or less partners with SAP. We have people sitting in SAP's Linux lab, and working in cooperative with SAP, also with Linux partners like SUSE and Red Hat. And we are in constant exchange about what's new in Linux, what's new on our side. And we're all a big family here. >> So when the new architecture comes out and they send it to Juergen, the boys back at the plant as they say, or the factory to use Formula One terms, are are waiting with baited breath to hear what Juergen says about the results. So just kind of kind of recap again, you know, the specific benchmarks that you were running. Tell us about that again. >> Yeah, the specific benchmark is the SAP Sales and Distribution benchmark. And for SAP, this is the benchmark that needs to be tested, and it shows the performance of the whole system. So in contrast to benchmarks that only check if the CPU is running, very good, this test the whole system up from the network stack, from the storage stack, the memory, subsystem, and the OS running on the CPUs. >> Okay, which makes perfect sense, since Dell is delivering an integrated system and not just CPU technology. You know, on that subject, Dilip, do you have any insights into performance numbers that you're hearing about with Gen four EPYC for other database environments? >> Yeah, we have actually worked together with Dell on a variety of benchmarks, both on the latest fourth generation EPYC processors as well as the preceding one, the third generation EPYC processors. And published a bunch of world records on database, particularly I would say TPC-H, TPCx-V, as well as TPCx-HS and TPCx-IoT. So a number of TPC related benchmarks that really showcase performance for database and related applications. And we've collaborated very closely with Dell on these benchmarks and published a number of them already, and you know, a number of them are world records as well. So again, we're very excited to collaborate with Dell on the SAP Sales and Distribution benchmark, as well as other benchmarks that are related to database. >> Well, speaking of other benchmarks, here at theCUBE we're going to be talking to actually quite a few people, looking at this fourth generation EPYC launch from a whole bunch of different angles. You two gentlemen have shed light on some really good pieces of that puzzle. I want to thank you for being on theCUBE today. With that, I'd like to thank all of you for joining us here on theCUBE. Stay tuned for continuing CUBE coverage of AMD's fourth generation EPYC launch, and Dell PowerEdge strategy to leverage it.
SUMMARY :
Welcome to theCUBE's Nice to meet you talk to you today, AMD, the fourth generation of Zen cores. to kind of prove out the benefits and the SAPS values of their service. you before, but give us and afterwards parted the SAP application and couldn't believe that the server What are the sort of end user results So actually the results Is that a fair thing to say? and this was at about 28,000 users. and all of the components And at the socket level, you know, of the conversation, And the advantages that the is delivering the best and working in cooperative with SAP, or the factory to use Formula One terms, and it shows the performance You know, on that subject, on the SAP Sales and With that, I'd like to thank all of you
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
David | PERSON | 0.99+ |
AMD | ORGANIZATION | 0.99+ |
Dilip | PERSON | 0.99+ |
Dilip Ramachandran | PERSON | 0.99+ |
Dell | ORGANIZATION | 0.99+ |
Juergen | PERSON | 0.99+ |
Sun Microsystems | ORGANIZATION | 0.99+ |
12 channels | QUANTITY | 0.99+ |
96 cores | QUANTITY | 0.99+ |
five times | QUANTITY | 0.99+ |
4,800 megahertz | QUANTITY | 0.99+ |
2003 | DATE | 0.99+ |
2004 | DATE | 0.99+ |
SAP | ORGANIZATION | 0.99+ |
last month | DATE | 0.99+ |
96 cores | QUANTITY | 0.99+ |
Juergen Zimmermann | PERSON | 0.99+ |
eight | QUANTITY | 0.99+ |
64 cores | QUANTITY | 0.99+ |
Today | DATE | 0.99+ |
four | QUANTITY | 0.99+ |
yesterday | DATE | 0.99+ |
one second | QUANTITY | 0.99+ |
November last month | DATE | 0.99+ |
8-socket | QUANTITY | 0.99+ |
about 28,000 users | QUANTITY | 0.98+ |
2-socket | QUANTITY | 0.98+ |
today | DATE | 0.98+ |
Juergen Zimmerman | PERSON | 0.98+ |
two generations | QUANTITY | 0.98+ |
four years | QUANTITY | 0.98+ |
both | QUANTITY | 0.98+ |
Zen 3 generation | COMMERCIAL_ITEM | 0.98+ |
about 20 years | QUANTITY | 0.97+ |
150,000 users | QUANTITY | 0.97+ |
Linux | TITLE | 0.96+ |
single | QUANTITY | 0.96+ |
almost 150,000 users | QUANTITY | 0.95+ |
fourth generation | QUANTITY | 0.95+ |
SAP | TITLE | 0.94+ |
two gentlemen | QUANTITY | 0.94+ |
third generation | QUANTITY | 0.94+ |
fourth | QUANTITY | 0.93+ |
single server | QUANTITY | 0.93+ |
two tier | QUANTITY | 0.92+ |
24 months ago | DATE | 0.92+ |
PCIe Gen five | OTHER | 0.91+ |
PCIe Gen 5 | OTHER | 0.9+ |
Zen 4 cores | COMMERCIAL_ITEM | 0.89+ |
Juergen Lindner, Oracle SaaS | CUBEConversation, October 2018
>> Hello everyone, I'm John Furrier cohost, founder Silicon Angle media, we are here in our Palo Alto studios for cube conversation with your Juergen Linder, who's the senior vice president of Oracle SaaS. You're getting great. Great to see you again. Thanks for coming in. Appreciate, uh, the time senior vice president of ERP, SaaS, you handling all the business aspects of the Oracle cloud is correct. And you'll lots happening. What's the big, the big story right now? >> Well, here at OpenWorld, it's, it's a little bit of a kid in a candy to your point, I do think it's fantastic that we can store. I mean, showcase our innovation capacity. What we have really done and you're going to see most of those announcements are around how we pervasively infuse emerging technology into our product lines. So not just a sidecar concept, but productizing out use cases where customers can reap an immediate business benefit as of day one. So allow me maybe to plow through some of those. There is a lot of it, um, what's happening and one of the big ones is certainly around cloud ERP. If it's a huge investment for us, we'd like to think it's the most strategic SaaS investment you will ever do. From that perspective. We're very committed to make sure that the emerging technology is applied for business impact. What I mean with that is take examples such as, um, intelligent payments. So imagine you have a cash surplus all of a sudden, which is a great position to be in, but two, how do you allocate it to strategically cultivate supplier relationships based off in the moment data based on machine learning suggestions. Think about the change that we're seeing out there in terms of business models. I mean product as a service is a completely different model in which our companies need to operate. So this entire motion of shipping transactionally into going into a service provider model is huge for a lot of companies and oftentimes they have multiple business models to cater to. So big announcement, this open world is subscription management, which is a unique offering where we have really plowed together the combined strengths of our customer experience cloud to handle seamlessly the customer facing interactions. So sales, service, marketing type of pieces. But teamed up with our ERP offering to really have all of the billing, the renewal cycles, the um, revenue recognition seamlessly solved in one offering. So big announcement for us. >> So on the subscription management is that for the ERP years at Oracle Cross, all oracle portfolio products are specifically ERP. >> It's both actually, it's, it spans the customer experience piece, but it's also natively embedded into the Oracle ERP cloud to have it a seamless experience because we don't think that you can solve subscription management in isolation. Oftentimes you feel vendors who does it on the customer experience side, but then you'd still need to have the backend features to make sure that you can deliver on the promise that you do understand the customer intimately, that you could do effective up cross sell and handle the renewal cycles. Constantly tap into the customer sentiment to see if they're happy and just see them grow. So we'd like to think it's really a combined effort between what we have as customer experience and the ERP side >> I mean, this brings up a great point because I think you're hitting on the major trend that's happening around Oracle open world, certainly in the industry right now that is integrating a lot of different functions. I mean ERP, they want knows ERP was lifted the days that's really critical software and it powers the business. It's not going anywhere. What people are concerned about, how do I extend the capability of the data that I have? Yes, and cross connected so that it's seamless, so I want to just go a little slow on the subscriber management thing. So what you're saying is you upgraded subscriber management so that the customer can manage their piece of their business without mangling or changing or tweaking any of are taking me through that. I was at. How are they rolled that out? What's the use case of that >> I think this is important to hit on the key point which is data mean. specifically? They give an example. What Oracle always has been synonymous with is owning, managing and securing the world's data. We'd like to live on that heritage for a while because we think it's fundamentally differentiating. If you want to bring those emerging technologies to life for outcomes, um, since we're covering all lines of businesses in the cloud and are ready to go today, it brings us into a very unique position to really stitch together data points very elegantly across a unified data platform, right? Where data travel seamlessly. Because if you think about a subscription business, there's so many aspects that goes into that. Think about conducting, collecting sensory data based on Iot. >> A lot of databases are out there and you have multiple databases you're hitting. >> Oh absolutely. So we want to make sure that obviously any data that we're collecting about the usage of a given product allows us to find tune the business model for subscription. If we have the customer or if the company made a decision to go into a subscription model, it's huge from a revenue recognition perspective, how do you report that out? It has to do with how do you service the customer constantly predict and anticipate the very next move four up and cross selling type of mechanism. So it's a big movement. >> Customer intimacy used to be a cx problem, now it's an integrated data problem and it's interesting because, you know when I broke into the business when I was graduated from college, the word data processing was a department when you guys were in the database business mean data processing now is a core competency that's not limited to one siloed system or one abstract system like an ERP or cx. It's managed to everything. So you have to do data processing because that's the value. So if, if that's the case and more data is coming to the marketplace, you need machine learning, you need to have the tools. So I gotta ask you Oracle Open world, you guys are doing some announcements around Ai. What's the impact to ai particular or using or managing whether it's symbolic systems, which is a little bit different in ai reasoning. Is is a thing processing and reasoning around the data now you need ai for that. So what are you guys announcing around ERP, oracle cloud and ai? >> So it's fundamentally that, to your point, I had the pleasure of implementing ERP system at customer side on the sis side. I had problems or challenges in my business career to bring them to life on the software development side, but fundamentals have stayed the same. You need to have data consistency and as a complete view of the business. Now, to your point, I'd like to think that machine learning and emerging technologies at large provide a new canvas on how you can create and look at every single business process as we know it so you see us talk about it because I'm all about intelligent process automation in the ERP context. What that means is if you take a typical company, about 85 percent is spent on keeping the lights on, closing the books, doing all of the in hyphened, mundane but necessary stuff, and 15 to 20 percent is typically dedicated towards innovation of new business model. Serving customers with new business model or just being the change agent that typically the finance function wants to be. I mean, there's a reason, for example, why Kraft Heinz had a cfo or has still has a CSR, was 29 years old. They're not hired necessarily for the seniority they hired for the change ability. >> The culture change is both business culture and there's also tech culture that culture cloud, native agile data at the center of the value proposition. Now culturals is about expectations I I need it relevant. I mean it's a commitment problem to needed. I need it fast. solve too as well on both business skills gap and also technical. >> I mean to your point, I mean kid in a candy store is like the the best way I can describe it. I think every single business process and in the nineties we had this big theme of business process reengineering. You know that I'd like it comes back on steroids right now because you can simply look at every single business process once again and see where the human element and the machine or a robotic element can simply provide superior outcomes. Think about use cases of detecting fraudulent spend more easily like machines are simply better at that. We have to admit that if we can liberate the human potential at large and tap into the ingenuity by liberating them from the mundane and shifted you towards value at, that's huge. So our commitment of infusing machine learning and ai constantly in every single business process and learning from your decision like John, if you have the same workflow and you approved it 99 times, the system should start taking a hint. It doesn't mean hard coding and rewiring the work flow. The system automatically should learn from your behavior. So this is what we talk about, intelligent process automation. It also extends into what we call intelligent process performance management where our entERPrise performance management cloud is very sophisticated and analytical capabilities, but now it's taking it to the next level of prediction, learning, anticipating, constantly and suggesting actionable results. So a lot of things and chatbots for expenses is the entire communication with the system. It's just branded in a way where I say, when is the last time you had an intelligent conversation with your ERP system? A lot of people would say never. >> Well, I think people would love to get more value out of the data. And certainly the work that ERP systems have done as foundational mechanisms or plumbing or infrastructure and software is critical. Data's in there, right? So, yes. But the interesting topic that's becoming apparent and Oracle, you've, you guys lived this and you know at, uh, your other career at sap client server had a great growth when heterogeneous network started to appear, correct? So heterogeneous is a word that's not just a customer problem, it's an oracle opportunity as well because you have to be heterogeneous in an mov yourself. >> Absolutely. >> Then that's the data is the bridge of your internal system. So it's not just here's your oracle, between all of that. So now you have heterogenaity around all go buy some European, deploy it in the customer's heterogeneous environment. You gotta have a heterogeneous integration than Oracle into a cloud environment for the customer, makes it more complex, but the data becomes the key asset. >> Data is the key asset. And this is why we took decisive steps about a decade ago to really rewrite from scratch for the cloud. So we're really not trying to get away with hosting or legacy into the cloud because I think it's a fundamentally flawed strategy, right? So we also learned from what I call typical SaaS, one point old patterns where certain vendors tackled one business problem in isolation, but then it's upon the customer once again to stitch it painfully together with all of the risk it has like security risks, um, data silos that you so desperately trying to run away from comeback on steroids in the age of multicloud. Right? So it's oftentimes what we're seeing is that tactical cloud adoption, our customer and prospect conversations give way to more strategic longevity type of SaaSs consideration. And this is where we think we have a great story to tell by having everything in the cloud. Every line of business re architected for the cloud, but then of course the entire stack So of course we want to make sure that everything that comes out of Oracle depth to support it. works best stitched together. But by all means, it's really that we acknowledged that customers have heterogeneous environments that were open to connect, extend any type of starting point a customer might have. >> So one of the things I've been impressed with Oracle and the previous announcements is your affinity towards some of the emerging tech you guys aren't afraid to, to run at a new environment. And Larry Ellis was classical old with Larry. We'll wait until he sees clear And because you got a big business, you've got zillions of customers, visibility that he'll run hard at it and it's been fun to watch. uh, and you're modernizing and real time. But the big change that's on the market is the blockchain. You guys got some announcements happening around here at Oracle Open? Correct. And you made an announcement earlier what new things are coming out with blockchain because blockchain actually is a database model. It's a little bit decentralized, but it has great use cases, low hanging use case, independent of all the hype and uncertainty around cryptocurrency. But certainly blockchain is an enabling. Technology will impact your world. What new things you announcing here? >> For me, that's likely the most fundamentally disruptive technology heading our way. To your point, still a little bit at the infancy compared to other emerging technologies, but the profoundness of change with this new trust fabric is just massive for every single business process as we know it. Um, so when we discussed with customers, it's really that we try to give our customers a headstart for immediate business impact, meaning we're shipping applications, productized use cases. So the announcements this week are really around intelligent track and trace, making sure that any given point in time, you know exactly where in the supply chain you're product is, what are the handover points all documented seamlessly. You see an announcement around what we call the intelligent cold chain, big topic for some pharmaceutical companies, for example, or food and beverage, right? To have refrigerated products where you need to prove that they never surpassed the temperature threshold. For example, in the supply chain document that via supplied via block chain, we have, um, what we call warranty and usage as a use case. Just simplifying the settlements, the claim processes for any type of things here. So we have multiple more that are in the labs right now. Take an hcm use case, for example, where everyone of us had some educational experience, right? And we want to make sure that the hiring process becomes as if, uh, did you go to the school, you said you went, you know, your supply chain, you know, your journey in life as a, as a value chain. I mean the first universities are actually posting the certificates, unblocked chain so that you have this immutable record and the entire vetting of credentials in the hiring process, which is so cost intensive time intensive could be shaved off seeming as >> One of the things I'm personally passionate about and then release our video businesses that one of the big problems that's going to becoming great fast as deep face tampering with video. One of the things that we're thinking about it, how to put our videos on the blockchain to look at whether it's been tampered or not. Absolutely. Because you know, you can take this video. Could you say something that because this big, this legit problem was verified. So again, this is a verification about it and people want to know, did the produce come from that? Certain lawyers production, certainly manufacturing operations is Qa issues. This is real. These are real world examples. This is not like some pie in the sky hyped up. Tulip craze >> Funny you mentioned that we actually have an innovation panel on Tuesday afternoon where we have, for example, one of the largest food manufacturers in the world building on our blockchain cloud services. Those types of use cases and just amazing what we're seeing in terms of the impact emerging technologies can have and quite frankly business impact we're going to see out of that. >> I think I personally think, and I'd love to get your reaction to this because it's something that we talk a lot on the cube allowed in is good feedback on is that you're going to have to explain yourself and have verification because there's a lot of black box processes that have to be an unexposed because people want to know the transparency of how things move through the system. Whether it's, whether it's fruit, whether it's videos, whether it's someone's resume or credentials, reputation. These are new ways that needs to be explained by algorithms. Yes, so now the black box is going to be opened up. This is an opportunity. It's a threat to a lot of people, so you're on. Do you agree with that idea that there'll be soon things will be explained and be able to be inspected eventually. >> Transparency is huge and as to your point, I don't think you can hide a lot of things going forward anymore, so everything becomes more transparent, but with enabling technology such as blockchain for example, they also become immutable into dispute to your ability to to, to, to, to alter the information flow becomes less so. It's both. I'm very enlightening in terms of having transparency, speeding up business processes and to your point also understanding the origin where something originated. We have a lot lineage, for example, as another blockchain applicant. Live lineage, you mean like production lots, production loads, for example in provenance, right? To really understand the genealogy example that understand the genealogy as to where, for example, certain parts of your supply chain really come from. Do they come from countries for example, where you shouldn't be doing business So it's all those types of things where you can always prove like maybe the with? Right. >> Chinese put a chip on a board and puts it in Amazon Apple Data Center. That's a supply chain concern. But I totally wouldn't you love to know where that motherboard is. I mean, this is, these are real world examples. If it went through to press the last couple of weeks, it definitely is. It's a real. Aws and apple have vehemently denied, strenuously objected to the claim. I refuted. I would, I checked it out, I think with the Bloomberg story wrong, but we know that there is hacking going But again, this is an example of, on, no doubt. as things are moving around a lot, whether their workloads are manufacturing, this is a data problem. >> It all comes down to data. I mean data is the ultimate weapon in this age where they were in right now, um, and the company that can help you best to have as much data meaning first party generated data, but then also complement that with, for example, Oracle data cloud, right? Really Privacy compliant. Third Party data points to have this contextual demographic, Geo geolocation type of context to really delight customer experience and compliment your own insight is massive and we'd like to think we have a great story to tell not only being to manage this data but also to Securitas data because data security is massive. I mean I have been a personal victim of the equifax hack, so since then I take it very much seriously. >> I mean not take credit card fraud on that. >> You had been to be honest, I mean like impact was less than I'd expected it, but it's still scary to see as to how fast your privacy can be compromised. Right? So you definitely want to make sure that be hacked and some advice we you want to be hacked. Just tell people you own a lot of big coin. You'll be hacking in a heartbeat. But this is the culture. Let's get back down to this core issue because Larry Ellison said a couple open oracle liberals will go, that security should be always on. Yes. And this is a fundamental concern. So you know, as you guys look at bringing this customer experience together, bringing the unity of the data together. Um, I mean there's a lot of oracle products out there. You got, you got ERP and hcm, you've got cx data, cloud, all these things are out there, right? So bottom line, that's SaaS cloud for Oracle. What is the, what's the mission, and simplify it for us. What if I'm a customer? I got a lot of Oracle, I have some oracle, maybe I want more or less or I don't And what's the value proposition for oracle cloud's SaaS solutions? know. Bottom line. >> In a nutshell, it's about future proofing the business of our customers. I'd like to think that cloud is in hyphened the inevitable destination for us to serve the customers and our prospect base at large to help them just be ahead of the curve in either driving innovation, taking advantage of data points to turn it into a competitive advantage and having this quick ability on a quarterly basis to surface as innovation, but don't leave the customer alone with standalone innovation platforms. Sidecar concepts by making sure we have a holistic architectural approach to surface in the context of the business when you need it and making sure. So for us it's really the fundamental way how we can better serve our customer base and our prospect base and we'd like to think that the decisiveness of the architecture we have chosen about a decade ago brings us a lot of advantages right now where customers are realizing tactical cloud adoption was trust. One, LOB is short lift potentially, so they're looking at holistic cloud suites and we have everything in the cloud plus we have the architectural depth to really surface and actually tackle any business problem right now, not as a promise and a couple of years and then also keeping a roadmap, making some extensibility. >> Alright. Personal question. You're again. What are you personally excited about right now? Obviously you've seen a lot of ways of innovation with sap. Now you're at Oracle, you've seen the client server wave, you're now on the cloud wave. What are you personally excited about this next modern infrastructure and software environment as it starts to evolve, that big wave is coming? What's most exciting for you? >> For me, it's really the possibility to re think about every single business process as we know it. It's so fundamental, those technologies, machine learning, constantly learning from your decision that the experience at large, how you interact with a system. We're so conditioned in consumer life that you ask a question, you get this instant gratification of a response. This is exactly the type of experience we're going to see an entERPrise systems as well. So I do think the demographics, the requirements into an ERP system, an entERPrise system at large have changed and we're excited about the ability to serve that up now on a quarterly basis with speed and also customer responds of course, right? Because SaaS for us as a fantastic opportunity to get instant feedback, we can do ab testing, we can immediately see as the, what's used, what's not used. Right? So for us as a vendor, I think we have to be on our toes because I mean there's no hiding in SaaS, right? I mean either you deliver or your don't. Yeah, it's incident. Um, so there's a lag time of shipping info, innovation, safeguarding our customers, and I think we have a great story to tell for customers who have invested with us already in the past with on premise investments, how we can shepherd them into the cloud era at the most predictable type of timeframe caused everything. You mentioned one word which was key unity, which is one of the announcement I forgot to tell customer experience, unity in the past. I think what we have seen on the customer experience side is oftentimes that vendors have taken an approach where you had sales service, marketing, commerce, oftentimes siloed cx. Unity is really our fundamental commitment to making sure that the data management of every single dynamic touchpoints we have with a customer is constantly live up to. But do your point. I think oracle has a fantastic set of cards to deal with customers to help them in any starting point of their journey right now. Not In the future, no re architecture needed. We can take that right out to them. >> I think Oracle is a great opportunity with the data play. I'll see databases, not a foreign concept, the word database, um, data processing, real time. I mean, I think the integration, you guys have a good opportunity and great to great to see you and thanks for spending a QP, appreciate anything, keep conversations. You're lending there. Who's the senior vice president? Oracle SaaS cloud here in the studio, Palo Alto. A lot going on around Oracle. OpenWorld happening. I'm John Furrier. Thanks for watching.
SUMMARY :
Great to see you again. Think about the change that we're seeing So on the subscription management is can deliver on the promise that you do subscriber management so that the businesses in the cloud and are ready to A lot of databases are out there and you It has to do with how do you service the What's the impact to ai particular or I had the pleasure of implementing ERP I mean it's a commitment problem to from the mundane and shifted you towards And certainly the work that ERP systems but the data becomes the key asset. Data is the key asset. some of the emerging tech you guys So the announcements this week are One of the things that we're thinking one of the largest food manufacturers in so now the black box is going to be I don't think you can hide a lot of But I totally wouldn't you love to know and the company that can help you best I mean not take credit card fraud on be hacked and some advice we you want to but don't leave the customer alone with What are you personally excited about it's really the possibility to re think great to great to see you and thanks for
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Securitas | ORGANIZATION | 0.99+ |
15 | QUANTITY | 0.99+ |
Larry | PERSON | 0.99+ |
Juergen Linder | PERSON | 0.99+ |
Larry Ellison | PERSON | 0.99+ |
John | PERSON | 0.99+ |
99 times | QUANTITY | 0.99+ |
Juergen Lindner | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
Larry Ellis | PERSON | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
Tuesday afternoon | DATE | 0.99+ |
apple | ORGANIZATION | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Palo Alto | LOCATION | 0.99+ |
both | QUANTITY | 0.99+ |
oracle | ORGANIZATION | 0.99+ |
October 2018 | DATE | 0.99+ |
Bloomberg | ORGANIZATION | 0.99+ |
one word | QUANTITY | 0.98+ |
this week | DATE | 0.98+ |
One | QUANTITY | 0.98+ |
Iot | TITLE | 0.98+ |
two | QUANTITY | 0.98+ |
one | QUANTITY | 0.97+ |
20 percent | QUANTITY | 0.97+ |
OpenWorld | ORGANIZATION | 0.96+ |
about 85 percent | QUANTITY | 0.95+ |
Kraft Heinz | ORGANIZATION | 0.95+ |
equifax | ORGANIZATION | 0.94+ |
Chinese | OTHER | 0.94+ |
zillions of customers | QUANTITY | 0.94+ |
today | DATE | 0.93+ |
29 years old | QUANTITY | 0.93+ |
oracle cloud | ORGANIZATION | 0.93+ |
one point | QUANTITY | 0.93+ |
Apple Data Center | ORGANIZATION | 0.91+ |
Oracle Cross | ORGANIZATION | 0.89+ |
a decade ago | DATE | 0.88+ |
Silicon Angle media | ORGANIZATION | 0.88+ |
last couple of weeks | DATE | 0.86+ |
one abstract system | QUANTITY | 0.85+ |
single | QUANTITY | 0.85+ |
one siloed system | QUANTITY | 0.85+ |
one offering | QUANTITY | 0.84+ |
a decade ago | DATE | 0.84+ |
first universities | QUANTITY | 0.84+ |
single business process | QUANTITY | 0.83+ |
day one | QUANTITY | 0.8+ |
single business | QUANTITY | 0.77+ |
Aws | ORGANIZATION | 0.76+ |
single business process | QUANTITY | 0.75+ |
Oracle Open | EVENT | 0.75+ |
European | LOCATION | 0.75+ |
client | EVENT | 0.75+ |
one business problem | QUANTITY | 0.73+ |
first party | QUANTITY | 0.7+ |
big | EVENT | 0.61+ |
wave | EVENT | 0.61+ |
years | QUANTITY | 0.59+ |
Unity | TITLE | 0.59+ |
once | QUANTITY | 0.58+ |
cloud | ORGANIZATION | 0.55+ |
CUBEConversation | EVENT | 0.54+ |