>> Live, from Barcelona Spain, it's theCUBE, covering Cisco Live! Europe. Brought to you by Cisco and its ecosystem partners. >> Welcome back to theCUBE, here at Cisco Live! 2019 in Barcelona, Spain, I'm Stu Miniman, happy to welcome to the program a first-time guest, but someone I've known for many years, Jason Edelman, who is the founder of Network to Code. Jason, great to see you, and thanks for joining us. >> Thank you for having me, Stu. >> Alright, Jason, let's first, for our audiences, this is your first time on the program, give us a little bit about your background, and what led to you being the founder of Network to Code. >> Right, so my background is that of a traditional network engineer. I've spent 10+ years managing networks, deploying networks, and really, acting in a pre-sales capacity, supporting Cisco infrastructure. And it was probably around 2012 or 13, working for a large Cisco VAR, that we had access to something called Cisco onePK, and we kind of dove into that as the first SDK to control network devices. We have today iPhone SDKs, SDKs for Android, to program for phone apps, this was one of the first SDKs to program against a router and a switch. And that, for me, was just eye-opening, this is kind of back in 2013 or so, to see what could be done to write code in Python, Seer, Java, against network devices. Now, when this was going on, I didn't know how to code, so I kind of used that as the entrance to ramp up, but that was, for me, the pivot point. And then, the same six-week period, I had a demo of Puppet and Ansible automated networking devices, and so that was the pivot point where it was like, wow, realizing I've spent a career architecture and designing networks, and realizing there's a challenge in operating networks day to day. >> Yeah, Jason, dial back. You've some Cisco certifications in your background? >> Sure, yes, CCIE, yeah. >> Yeah, so I think back, when this all, OpenFlow, and before we even called it Software-Defined Networking, you were blogging about this type of stuff. But, as you said, you weren't a coder. It wasn't your background, you were a network guy, and I think the Network to Code, a lot of the things we've been looking at, career-wise, it's like, does everyone need to become coders? How will the tools mature? Give us a little bit about that journey, as how you got into coding and let's go from there. >> Yeah, it was interesting. In 2010, I started blogging OpenFlow-related, I thought it was going to change the world, saw what NICRO was doing at the time, and then Big Switch at the time, and I just speculated and blogged and really just envisioned this world where networks were different in some capacity. And it took a couple years to really shed light on management and operations of networking, and I made some career shifts. And I remember going back to onePK, at the time, my manager then, who is now our CEO at Network to Code, he actually asked, well, why don't you do it? And it was just like, me? Me, automate our program? What do you mean? And so it was kind of like a moment for me to kind of reflect on what I can do. Now, I will say I don't believe every network engineer should know how to code. That was my on-ramp because of partnership with Cisco at the time, and learning onePK and programming languages, but that was for me, I guess, what I needed as that kick in the butt to say, you know what? I am going to do this. I do believe in the shift that's going to happen in the next couple years, and that was where I kind of just jumped in feet first, and now we are where we are. >> Yeah, Jason, some great points there. I know for myself, I look at, Cisco's gone through so much change. A year ago, up on stage, Cisco's talking about their future is as a software company. You might not even think of us as networking first, you will talk to us about software first. So that initial shift that you saw back in 2010, it's happening. It's a different form than we might have thought originally, and it's not necessarily a product, but we're going through that shift. And I like what you said about how not everybody needs to code, but it's this change in paradigms and what we need to do are different. You've got some connections, we're here in the DevNet Zone. I saw, at the US show in Orlando last year, Network to Code had a small booth, there were a whole bunch of startups in that space. Tell us how you got involved into DevNet, really since the earliest days. >> Yes, since the early days, it was really pre-DevNet. So the emergence of DevNet, I've seen it grow into, the last couple years, Cisco Live! And for us, given what we do at Network to Code, as a network-automation-focused company, we see DevNet in use by our clients, by DevNet solutions and products, things like, mentioned yesterday on a panel, but DevNet has always-on sandboxes, too. One of the biggest barriers we've seen with our clients is getting access to the right lab gear on getting started to automate. So DevNet has these sandboxes always on to hit Nexus API or Catalyst API, right? Things like that. And there's really a very good, structured learning path to get started through DevNet, which usually, where we intersect in our client engagement, so it's kind of like post-DevNet, you're kind of really showing what's possible, and then we'll kind of get in and craft some solutions for our clients. >> Yeah, take us inside some of your clients, if you can. Are most of them hitting the API instead of the COI now when they're engaging? >> Yeah, it's actually a good question. Not usually talked about, but the reality is, APIs are still very new. And so we actively test a lot of the newer APIs from Cisco, as an example. IOS XE has some of the best APIs that exist around RESTCONF, NETCONF, modeled from the same YANG models, and great APIs. But the truth is that a lot of our clients, large enterprises that've been around for 20+ years, the install base is still largely not API-enabled. So a lot of the automation that we do is definitely SSH-based. And when you look at what's possible with platforms, if it is something like a custom in Python, or even an ANSEL off the shelf, a lot of the integrations are hidden from the user, so as long as we're able to accomplish the goal, it's the most important thing right now. And our clients' leaderships sometimes care, and it's true, right? You want the outcome. And initially, it's okay if we're not using the API, but once we do flip that switch, it does provide a bit more structure and safety for automating. But the install base is so large right now that, to automate, you have to use SSH, and we don't believe in waiting 'til every device is API-enabled because it'll just take a while to turn that base. >> Alright, Jason, a major focus of the conference this year has been around multi-cloud. How's that impacting your business and your customers? >> So, it's in our path as a company. Right now, there's a lot of focus around multi-cloud and data center, and the truth is, we're doing a lot of automation in the Campus networking space. Right, automating networks to get deployed in wiring closets and firewalls and load balancers and things like that. So from our standpoint, as we start planning with our clients, we see the services that we offer really port over to multi-cloud and making sure that with whatever automation is being deployed today, regardless of toolset, and look at a tool chain to deploy, if it's a CI/CD Pipeline for networking, be able to do that if you're managing a network in the Campus, a data center network, or multi-cloud network, to make sure we have a uniform-looking field to operations, and doing that. >> Alright, so Jason, you're not only founder of your company, you're also an author. Maybe tell us about the, I believe it's an update, or is it a new book, that recently got out. >> Yes, I'm a co-author of a book with Matt Oswalt and Scott Lowe, and it's an O'Reilly book that was published last year. And look, I'm a believer in education, and to really make a change and change an industry, we have to educate, and I think the book, the goal was to play a small part in really bringing concepts to light. As a network engineer by trade, there's fundamental concepts that network engineers should be aware of, and it could be basics and a lot of these, it could be Python or Jinja templating in YAML and Git and Linux, for that matter. It's just kind of providing that baseline of skills as an entrance into automation. And once you have the baseline, it kind of really uncovers what's possible. So writing the book was great. Great opportunity, and thank you to Matt and Scott for getting involved there. It really took a lot of the work effort and collaborated with them on it. >> Want to get your perception on the show, also. Education, always a key feature of what happens at the show. Not far from us is the Cisco bookshop. I see people getting a lot of the big Cisco books, but I think ten years ago, it was like, everybody, get my CCIE, all my different certifications updated, here. Here in the DevNet Zone, a lot of people, they're building stuff, they're building new pieces, they're playing in the labs, and they're doing some of these environments. What's your experience here at the show? Anything in particular that catches your eye? >> So, I do believe in education. I think to do anything well, you have to be educated on it. And I've read Cisco Press books over the years, probably a dozen of them, for the CCIE and beyond. I think when we look at what's in DevNet, when we look at what's in the bookstore, people have to immerse themselves into the technology, and reading books, like the learning labs that are here in the DevNet Zone, the design sessions that are right behind us. Just amazing for me to have seen the DevNet Zone grow to be what it is today. And really the goal of educating the market of what's possible. See, even from the start, Network to Code, we started as doing a lot of training, because you really can't change the methodology of network operations without being aware of what's possible, and it really does kind of come back to training. Whatever it is, on-demand, streaming, instructor-led, reading a book. Just glad to see this happen here, and a lot more to do around the industry, in the space around community involvement and development, but training, a huge part of it. >> Alright, Jason, want to give you the final word, love the story of network engineer gone entrepreneurial, out of your comfort zone, coding, helping to build a business. So tell us what you see, going forward. >> So, we've grown quite a bit in the past couple years. Right now, we're over 20 engineers strong, and starting from essentially just one a couple years ago, was a huge transformation, and seeing this happen. I believe in bringing on A-players to help make that happen. I think for us as a business, we're continuing to grow and accelerating what we do in this network automation space, but I just think, one thought to throw out there is, oftentimes we talk about lower-level tools, Python, Git, YAML, a lot of new acronyms and buzzwords for network engineers, but also, the flip side is true, too. As our client base evolves, and a lot of them are in the Fortune 100, so large clients, looking at consumption models of technology's super-important, meaning is there ITSM tools deployed today, like a ServiceNow, or Webex teams, or Slack for chat integration. To really think through early on how the internal customers of automation will consume automation, 'cause it really does us no good, Cisco, vendors, or clients no good, if we deploy a great network automation platform, and no one uses it, because it doesn't fit the culture of the brand of the organization. So it's just, as we continue to grow, that's really what's top of mind for us right now. >> Alright, well Jason, congratulations on everything that you've done so far, wish you the best of luck going forward, and thank you so much, of course, for watching. We'll have more coverage, three day, wall-to-wall, here at Cisco Live! 2019 in Barcelona. I'm Stu Miniman, and thanks for watching theCUBE. (electronic music)

(soft corporate jingle) >> Announcer: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat jingle intro) >> Welcome back to Barcelona. We're here live at the Fira. (laughs) Just amazing day two of MWC23. It's packed today. It was packed yesterday. It's even more packed today. All the news is flowing. Check out siliconangle.com. John Furrier is in the studio in Palo Alto breaking all the news. And, we are here live. Really excited to have Udayan Mukherjee who's the Senior Fellow and Chief Architect of wireless product at Network and Edge for Intel. And, Manish Singh is back. He's the CTO of Telecom Systems Business at Dell Jets. Welcome. >> Thank you. >> Thank you >> We're going to talk about greening the network. I wonder, Udayan, if you could just set up why that's so important. I mean, it's obvious that it's an important thing, great for the environment, but why is it extra important in Telco? >> Yeah, thank you. Actually, I'll tell you, this morning I had a discussion with an operator. The first thing he said, that the electricity consumption is more expensive nowadays that total real estate that he's spending money on. So, it's like that is the number one thing that if you can change that, bring that power consumption down. And, if you talk about sustainability, look what is happening in Europe, what's happening in all the electricity areas. That's the critical element that we need to address. Whether we are defining chip, platforms, storage systems, that's the number one mantra right now. You know, reduce the power. Electricity consumption, because it's a sustainable planet that we are living in. >> So, you got CapEx and OpEx. We're talking about the big piece of OpEx is now power consumption? >> Power Consumption >> That's the point. Okay, so in my experience, servers are the big culprit for power consumption, which is powered by core semiconductors and microprocessors. So, what's the strategy to reduce the power consumption? You're probably not going to reduce the bill overall. You maybe just can keep pace, but from a technical standpoint, how do you attack that? >> Yeah, there are multiple defined ways of adding. Obviously the process technology, that micro (indistinct) itself is evolving to make it more low-power systems. But, even within the silicon, the server that we develop, if you look in a CPU, there is a lot of power states. So, if you have a 32 code platform, as an example, every code you can vary the frequency and the C-states, power states. So, if you look into any traffic, whether it's a radio access network, packet code. At any given time the load is not peak. So, your power consumption, actual what we are drawing from the wall, it also needs to vary with that. So, that's how if you look into this there's a huge savings. If you go to Intel booth or Ericson booth or anyone, you will see right now every possible, the packet code, radio access network, everything network. They're talking about our energy consumption, how they're lowering this. These states, as we call it power states, C-state P-state they've built in intel chip for a long time. The cloud providers are taking advantage of it. But Telcos, with even two generation before they used to actually switch it off in the bios. I say no, we need peak. Now, that thing is changing. Now, it's all like, how do I take advantage of the built in technologies? >> I remember the enterprise virtualization, Manish, was a big play. I remember PG&E used to give rebates to customers that would install virtualized software, VMware. >> And SSDs. >> Yeah. And SSDs, you know, yes. Because, the spinning disc was, but, nowhere near with a server consumption. So, how virtualized is the telco network? And then, what I'm saying is there other things, other knobs, you can of course turn. So, what's your perspective on this as a server player? >> Yeah, absolutely. Let me just back up a little bit and start at the big picture to share what Udayan said. Here, day two, every conversation I've had yesterday and today morning with every operator, every CTO, they're coming in and first topic they're talking about is energy. And, the reason is, A, it's the right thing to do, sustainability, but, it's also becoming a P&L issue. And, the reason it's becoming a P&L issue is because we are in this energy inflationary environment where the energy costs are constantly going up. So, it's becoming really important for the service providers to really drive more efficiency onto their networks, onto their infrastructure. Number one. Two, then to your question on what all knobs need to be turned on, and what are the knobs? So, Udayan talked about within the intel, silicon, the C-states, P-states and all these capabilities that are being brought up, absolutely important. But again, if we take a macro view of it. First of all, there are opportunities to do infrastructure audit. What's on, why is it on, does it need to be on right now? Number two, there are opportunities to do infrastructure upgrade. And, what I mean by that is as you go from previous generation servers to next generation servers, better cooling, better performance. And through all of that you start to gain power usage efficiency inside a data center. And, you take that out more into the networks you start to achieve same outcomes on the network site. Think about from a cooling perspective, air cooling but for that matter, even liquid cooling, especially inside the data centers. All opportunities around PUE, because PUE, power usage efficiency and improvement on PUE is an opportunity. But, I'll take it even further. Workloads that are coming onto it, core, RAN, these workloads based on the dynamic traffic. Look, if you look at the traffic inside a network, it's not constant, it's varied. As the traffic patterns change, can you reduce the amount of infrastructure you're using? I.e. reduce the amount of power that you're using and when the traffic loads are going up. So, the workloads themselves need to become more smarter about that. And last, but not the least. From an orchestration layer if you think about it, where you are placing these workloads, and depending on what's available, you can start to again, drive better energy outcomes. And, not to forget acceleration. Where you need acceleration, can you have the right hardware infrastructures delivering the right kind of accelerations to again, improve those energy efficiency outcomes. So, it's a complex problem. But, there are a lot of levers, lot of tools that are in place that the service providers, the technology builders like us, are building the infrastructure, and then the workload providers all come together to really solve this problem. >> Yeah, Udayan, Manish mentioned this idea of moving from one generation to a new generation and gaining benefits. Out there on the street, if you will. Most of the time it's an N plus 2 migration. It's not just moving from last generation to this next generation, but it's really a generation ago. So, those significant changes in the dynamics around power density and cooling are meaningful? You talk about where performance should be? We start talking about the edge. It's hard to have a full-blown raised data center floor edge everywhere. Do these advances fundamentally change the kinds of things that you can do at the base of a tower? >> Yeah, absolutely. Manish talked about that, the dynamic nature of the workload. So, we are using a lot of this AIML to actually predict. Like for example, your multiple force in a systems. So, why is the 32 core as a system, why is all running? So, your traffic profile in the night times. So, you are in the office areas, in the night has gone home and nowadays everybody's working from remote anyway. So, why is this thing a full blown, spending the TDP, the total power and extreme powers. You bring it down, different power states, C-states. We talked about it. Deeper C-states or P-states, you bring the frequency down. So, lot of those automation, even at the base of the tower. Lot of our deployment right now, we are doing a whole bunch of massive MIMO deployment. Virtual RAN in Verizon network. All actually cell-site deployment. Those eight centers are very close to the cell-site. And, they're doing aggressive power management. So, you don't have to go to a huge data centers, even there's a small rack of systems, four to five, 10 systems, you can do aggressive power management. And, you built it up that way. >> Okay. >> If I may just build on what Udayan said. I mean if you look at the radio access network, right? And, let's start at the bottom of the tower itself. The infrastructure that's going in there, especially with Open RAN, if you think about it, there are opportunities now to do a centralized RAN where you could do more BBU pooling. And, with that, not only on a given tower but across a given given coverage area, depending on what the traffics are, you can again get the infrastructure to become more efficient in terms of what traffic, what needs are, and really start to benefit. The pooling gains which is obviously going to give you benefit on the CapEx side, but from an energy standpoint going to give you benefits on the OpEx side of things. So that's important. The second thing I will say is we cannot forget, especially on the radio access side of things, that it's not just the bottom of the tower what's happening there. What's happening on the top of the tower especially with the radio, that's super important. And, that goes into how do you drive better PA efficiency, how do you drive better DPD in there? This is where again, applying AI machine learning there is a significant amount of opportunity there to improve the PA performance itself. But then, not only that, looking at traffic patterns. Can you do sleep modes, micro sleep modes to deep sleep modes. Turning down the cells itself, depending on the traffic patterns. So, these are all areas that are now becoming more and more important. And, clearly with our ecosystem of partners we are continuing to work on these. >> So we hear from the operators, it's an OpEx issue. It's hitting the P&L. They're in search of PUE of one. And, they've historically been wasteful, they go full throttle. And now, you're saying with intelligence you can optimize that consumption. So, where does the intelligence live? Is it in the rig. Where is it all throughout the network? Is it in the silicon? Maybe you could paint a picture as to where those smarts exist. >> I can start. It's across the stack. It starts, we talked about the C-states, P-states. If you want to take advantage of that, that intelligence is in the workload, which has to understand when can I really start to clock things down or turn off the cores. If you really look at it from a traffic pattern perspective you start to really look at a rig level where you can have power. And, we are working with the ecosystem partners who are looking at applying machine learning on that to see what can we really start to turn on, turn off, throttle things down, depending on what the, so yes, it's across the stack. And lastly, again, I'll go back to cannot forget orchestration, where you again have the ability to move some of these workloads and look at where your workload placements are happening depending on what infrastructure is and what the traffic needs are at that point in time. So it's, again, there's no silver bullet. It has to be looked across the stack. >> And, this is where actually if I may, last two years a sea change has happened. People used to say, okay there are C-states and P-states, there's silicon every code. OS operating system has a governor built in. We rely on that. So, that used to be the way. Now that applications are getting smarter, if you look at a radio access network or the packet core on the control plane signaling application, they're more aware of the what is the underlying silicon power state sleep states are available. So, every time they find some of these areas there's no enough traffic there, they immediately goes to a transition. So, the workload has become more intelligent. The rig application we talked about. Every possible rig application right now are apps on xApps. Most of them are on energy efficiency. How are they using it? So, I think lot more even the last two years. >> Can I just say one more thing there right? >> Yeah. >> We cannot forget the infrastructure as well, right? I mean, that's the most important thing. That's where the energy is really getting drawn in. And, constant improvement on the infrastructure. And, I'll give you some data points, right? If you really look at the power at servers, right? From 2013 to 2023, like a decade. 85% energy intensity improvement, right? So, these gains are coming from performance with better cooling, better technology applications. So, that's super critical, that's important. And, also to just give you another data point. Apart from the infrastructure what cache layers we are running and how much CPU and compute requirements are there, that's also important. So, looking at it from a cache perspective are we optimizing the required infrastructure blocks for radio access versus core? And again, really taking that back to energy efficiency outcomes. So, some of the work we've been doing with Wind River and Red Hat and some of our ecosystem partners around that for radio access network versus core. Really again, optimizing for those different use cases and the outcomes of those start to come in from an energy utilization perspective >> So, 85% improvement in power consumption. Of course you're doing, I don't know, 2, 300% more work, right? So, let's say, and I'm just sort of spit balling numbers but, let's say that historically powers on the P&L has been, I don't know, single digits, maybe 10%. Now, it's popping up the much higher. >> Udayan: Huge >> Right? >> I mean, I don't know what the number is. Is it over 20% in some cases or is it, do you have a sense of that? Or let's say it is. The objective I presume is you're probably not going to lower the power bill overall, but you're going to be able to lower the percent of cost on the OpEx as you grow, right? I mean, we're talking about 5G networks. So much more data >> Capacity increasing. >> Yeah, and so is it, am I right about that the carriers, the best they can hope for is to sort of stay even on that percentage or maybe somewhat lower that percentage? Or, do you think they can actually cut the bill? What's the goal? What are they trying to do? >> The goal is to cut the bill. >> It is! >> And the way you get started to cut the bill is, as I said, first of all on the radio side. Start to see where the improvements are and look, there's not a whole lot there to be done. I mean, the PS are as efficient as they can be, but as I said, there are things in DPD and all that still can be improved. But then, sleep modes and all, yes there are efficiencies in there. But, I'll give you one important, another interesting data point. We did a work with ACG Research on our 16G platform. The power edge service that we have recently launched based on Intel's Sapphire Rapids. And, if you look at the study there. 30% TCR reduction, 10% in CapEx gains, 30% in OpEx gains from moving away from these legacy monolithic architectures to cloud native architectures. And, a large part of that OpEx gain really starts to come from energy to the point of 800 metric tonnes of carbon reduction to the point of you could have, and if you really translate that to around 160 homes electric use per year, right? So yes, I mean the opportunity there is to reduce the bill. >> Wow, that's big, big goal guys. We got to run. But, thank you for informing the audience on the importance and how you get there. So, appreciate that. >> One thing that bears mentioning really quickly before we wrap, a lot of these things we're talking about are happening in remote locations. >> Oh, back to that point of distributed nature of telecom. >> Yes, we talked about a BBU being at the base of a tower that could be up on a mountain somewhere. >> No, you made the point. You can't just say, oh, hey we're going to go find ambient air or going to go... >> They don't necessarily... >> Go next to a waterfall. >> We don't necessarily have the greatest hydro tower. >> All right, we got to go. Thanks you guys. Alright, keep it right there. Wall to wall coverage is day two of theCUBE's coverage of MWC 23. Stay right there, we'll be right back. (corporate outro jingle)

(upbeat music) >> Okay, we're back. I'm John Furrier with theCUBE and we're going to go deeper into a deep dive into unified cloud networking solution from Pluribus and NVIDIA. And we'll examine some of the use cases with Alessandro Barbieri, VP of product management at Pluribus Networks and Pete Lumbis, the director of technical marketing and video remotely. Guys thanks for coming on, appreciate it. >> Yeah thanks a lot. >> I'm happy to be here. >> So a deep dive, let's get into the what and how. Alessandro, we heard earlier about the Pluribus and NVIDIA partnership and the solution you're working together in. What is it? >> Yeah, first let's talk about the what. What are we really integrating with the NVIDIA BlueField the DPU technology? Pluribus has been shipping in volume in multiple mission critical networks, this Netvisor ONE network operating systems. It runs today on merchant silicon switches and effectively it's standard based open network operating system for data center. And the novelty about this operating system is that it integrates distributed the control plane to automate effect with SDN overlay. This automation is completely open and interoperable and extensible to other type of clouds. It's not enclosed. And this is actually what we're now porting to the NVIDIA DPU. >> Awesome, so how does it integrate into NVIDIA hardware and specifically how is Pluribus integrating its software with the NVIDIA hardware? >> Yeah, I think we leverage some of the interesting properties of the BlueField DPU hardware which allows actually to integrate our network operating system in a manner which is completely isolated and independent from the guest operating system. So the first byproduct of this approach is that whatever we do at the network level on the DPU card is completely agnostic to the hypervisor layer or OS layer running on the host. Even more, we can also independently manage this network node this switch on a NIC effectively, managed completely independently from the host. You don't have to go through the network operating system running on X86 to control this network node. So you truly have the experience effectively top of rack for virtual machine or a top of rack for Kubernetes spots, where if you allow me with analogy, instead of connecting a server NIC directly to a switchboard, now we are connecting a VM virtual interface to a virtual interface on the switch on an niche. And also as part of this integration, we put a lot of effort, a lot of emphasis in accelerating the entire data plan for networking and security. So we are taking advantage of the NVIDIA DOCA API to program the accelerators. And these you accomplish two things with that. Number one, you have much better performance. They're running the same network services on an X86 CPU. And second, this gives you the ability to free up I would say around 20, 25% of the server capacity to be devoted either to additional workloads to run your cloud applications or perhaps you can actually shrink the power footprint and compute footprint of your data center by 20% if you want to run the same number of compute workloads. So great efficiencies in the overall approach. >> And this is completely independent of the server CPU, right? >> Absolutely, there is zero code from Pluribus running on the X86. And this is why we think this enables a very clean demarcation between compute and network. >> So Pete, I got to get you in here. We heard that the DPU enable cleaner separation of DevOps and NetOps. Can you explain why that's important because everyone's talking DevSecOps, right? Now, you've got NetSecOps. This separation, why is this clean separation important? >> Yeah, I think, it's a pragmatic solution in my opinion. We wish the world was all kind of rainbows and unicorns, but it's a little messier than that. I think a lot of the DevOps stuff and that mentality and philosophy. There's a natural fit there. You have applications running on servers. So you're talking about developers with those applications integrating with the operators of those servers. Well, the network has always been this other thing and the network operators have always had a very different approach to things than compute operators. And I think that we in the networking industry have gotten closer together but there's still a gap, there's still some distance. And I think that distance isn't going to be closed and so, again, it comes down to pragmatism. And I think one of my favorite phrases is look, good fences make good neighbors. And that's what this is. >> Yeah, and it's a great point 'cause DevOps has become kind of the calling car for cloud, right? But DevOps is a simply infrastructures code and infrastructure is networking, right? So if infrastructure is code you're talking about that part of the stack under the covers, under the hood if you will. This is super important distinction and this is where the innovation is. Can you elaborate on how you see that because this is really where the action is right now? >> Yeah, exactly. And I think that's where one from the policy, the security, the zero trust aspect of this, right? If you get it wrong on that network side, all of a sudden you can totally open up those capabilities. And so security's part of that. But the other part is thinking about this at scale, right? So we're taking one top of rack switch and adding up to 48 servers per rack. And so that ability to automate, orchestrate and manage its scale becomes absolutely critical. >> Alessandro, this is really the why we're talking about here and this is scale. And again, getting it right. If you don't get it right, you're going to be really kind of up you know what? So this is a huge deal. Networking matters, security matters, automation matters, DevOps, NetOps, all coming together clean separation. Help us understand how this joint solution with NVIDIA fits into the Pluribus unified cloud networking vision because this is what people are talking about and working on right now. >> Yeah, absolutely. So I think here with this solution we're attacking two major problems in cloud networking. One, is operation of cloud networking and the second, is distributing security services in the cloud infrastructure. First, let me talk about first what are we really unifying? If we're unifying something, something must be at least fragmented or disjointed. And what is disjointed is actually the network in the cloud. If you look wholistically how networking is deployed in the cloud, you have your physical fabric infrastructure, right? Your switches and routers. You build your IP clause, fabric leaf and spine topologies. This is actually a well understood problem I would say. There are multiple vendors with let's say similar technologies, very well standardized, very well understood and almost a commodity I would say building an IP fabric these days, but this is not the place where you deploy most of your services in the cloud particularly from a security standpoint. Those services are actually now moved into the compute layer where cloud builders have to instrument a separate network virtualization layer where they deploy segmentation and security closer to the workloads. And this is where the complication arise. This high value part of the cloud network is where you have a plethora of options that they don't talk to each other and they're very dependent on the kind of hypervisor or compute solution you choose. For example, the networking API between an ESXi environment or an Hyper-V or a Zen are completely disjointed. You have multiple orchestration layers. And then when you throw in also Kubernetes in this type of architecture, you are introducing yet another level of networking. And when Kubernetes runs on top of VMs which is a prevalent approach, you actually are stuck in multiple networks on the compute layer that they eventually ran on the physical fabric infrastructure. Those are all ships in the knights effectively, right? They operate as completely disjointed and we're trying to tackle this problem first with the notion of a unified fabric which is independent from any workloads whether this fabric spans on a switch which can be connected to bare metal workload or can span all the way inside the DPU where you have your multi hypervisor compute environment. It's one API, one common network control plane and one common set of segmentation services for the network. That's problem number one. >> It's interesting I hear you talking and I hear one network among different operating models. Reminds me of the old serverless days. There's still servers but they call it serverless. Is there going to be a term network-less because at the end of the day it should be one network, not multiple operating models. This is a problem that you guys are working on, is that right? I'm just joking serverless and network-less, but the idea is it should be one thing. >> Yeah, effectively what we're trying to do is we're trying to recompose this fragmentation in terms of network cooperation across physical networking and server networking. Server networking is where the majority of the problems are because as much as you have standardized the ways of building physical networks and cloud fabrics with IP protocols and internet, you don't have that sort of operational efficiency at the server layer. And this is what we're trying to attack first with this technology. The second aspect we're trying to attack is how we distribute security services throughout the infrastructure more efficiently whether it's micro-segmentation is a stateful firewall services or even encryption. Those are all capabilities enabled by the BlueField DPU technology. And we can actually integrate those capabilities directly into the network fabric limiting dramatically at least for east west traffic the sprawl of security appliances whether virtual or physical. That is typically the way people today segment and secure the traffic in the cloud. >> Awesome. Pete, all kidding aside about network-less and serverless kind of fun play on words there, the network is one thing it's basically distributed computing, right? So I'd love to get your thoughts about this distributed security with zero trust as the driver for this architecture you guys are doing. Can you share in more detail the depth of why DPU based approach is better than alternatives? >> Yeah, I think what's beautiful and kind of what the DPU brings that's new to this model is completely isolated compute environment inside. So it's the, yo dog, I heard you like a server so I put a server inside your server. And so we provide ARM CPUs, memory and network accelerators inside and that is completely isolated from the host. The actual X86 host just thinks it has a regular niche in there, but you actually have this full control plane thing. It's just like taking your top of rack switch and shoving it inside of your compute node. And so you have not only this separation within the data plane, but you have this complete control plane separation so you have this element that the network team can now control and manage, but we're taking all of the functions we used to do at the top of rack switch and we're distributing them now. And as time has gone on we've struggled to put more and more and more into that network edge. And the reality is the network edge is the compute layer, not the top of rack switch layer. And so that provides this phenomenal enforcement point for security and policy. And I think outside of today's solutions around virtual firewalls, the other option is centralized appliances. And even if you can get one that can scale large enough, the question is, can you afford it? And so what we end up doing is we kind of hope that NVIDIA's good enough or we hope that the VXLAN tunnel's good enough. And we can't actually apply more advanced techniques there because we can't financially afford that appliance to see all of the traffic. And now that we have a distributed model with this accelerator, we could do it. >> So what's in it for the customer real quick and I think this is an interesting point you mentioned policy. Everyone in networking knows policy is just a great thing. And as you hear it being talked about up the stack as well when you start getting to orchestrating microservices and whatnot all that good stuff going on there, containers and whatnot and modern applications. What's the benefit to the customers with this approach because what I heard was more scale, more edge, deployment flexibility relative to security policies and application enablement? What's the customer get out of this architecture? What's the enablement? >> It comes down to taking again the capabilities that we're in that top of rack switch and distributing them down. So that makes simplicity smaller, blast radius' for failures smaller failure domains, maintenance on the networks and the systems become easier. Your ability to integrate across workloads becomes infinitely easier. And again, we always want to kind of separate each one of those layers so just as in say a VXLAN network, my leaf in spine don't have to be tightly coupled together. I can now do this at a different layer and so you can run a DPU with any networking in the core there. And so you get this extreme flexibility. You can start small, you can scale large. To me the possibilities are endless. >> It's a great security control plan. Really flexibility is key and also being situationally aware of any kind of threats or new vectors or whatever's happening in the network. Alessandro, this is huge upside, right? You've already identified some successes with some customers on your early field trials. What are they doing and why are they attracted to the solution? >> Yeah, I think the response from customer has been the most encouraging and exciting for us to sort of continue and work and develop this product. And we have actually learned a lot in the process. We talked to tier two, tier three cloud providers. We talked to SP, Soft Telco type of networks as well as inter large enterprise customers. In one particular case one, let me call out a couple of examples here just to give you a flavor. There is a cloud provider in Asia who is actually managing a cloud where they're offering services based on multiple hypervisors. They are native services based on Zen, but they also on ramp into the cloud workloads based on ESXi and KVM depending on what the customer picks from the menu. And they have the problem of now orchestrating through their orchestrate or integrating with Zen center, with vSphere, with OpenStack to coordinate this multiple environments. And in the process to provide security, they actually deploy virtual appliances everywhere which has a lot of cost complication and eats up into the server CPU. The promise that they saw in this technology, they call it actually game changing is actually to remove all this complexity, having a single network and distribute the micro segmentation service directly into the fabric. And overall they're hoping to get out it tremendous OPEX benefit and overall operational simplification for the cloud infrastructure. That's one important use case. Another global enterprise customer is running both ESXi and Hyper-V environment and they don't have a solution to do micro segmentation consistently across hypervisors. So again, micro segmentation is a huge driver security. Looks like it's a recurring theme talking to most of these customers. And in the Telco space, we're working with few Telco customers on the CFT program where the main goal is actually to harmonize network cooperation. They typically handle all the VNFs with their own homegrown DPDK stack. This is overly complex. It is frankly also slow and inefficient. And then they have a physical network to manage. The idea of having again one network to coordinate the provisioning of cloud services between the Telco VNFs and the rest of the infrastructure is extremely powerful on top of the offloading capability opted by the BlueField DPUs. Those are just some examples. >> That was a great use case. A lot more potential I see that with the unified cloud networking, great stuff, Pete, shout out to you 'cause at NVIDIA we've been following your success us for a long time and continuing to innovate as cloud scales and Pluribus with unified networking kind of bring it to the next level. Great stuff, great to have you guys on and again, software keeps driving the innovation and again, networking is just a part of it and it's the key solution. So I got to ask both of you to wrap this up. How can cloud operators who are interested in this new architecture and solution learn more because this is an architectural shift? People are working on this problem, they're try to think about multiple clouds, they're try to think about unification around the network and giving more security, more flexibility to their teams. How can people learn more? >> Yeah, so Alessandro and I have a talk at the upcoming NVIDIA GTC conference. So it's the week of March 21st through 24th. You can go and register for free nvidia.com/gtc. You can also watch recorded sessions if you end up watching this on YouTube a little bit after the fact. And we're going to dive a little bit more into the specifics and the details and what we're providing in the solution. >> Alessandro, how can we people learn more? >> Yeah, absolutely. People can go to the Pluribus website, www.pluribusnetworks.com/eft and they can fill up the form and they will contact Pluribus to either know more or to know more and actually to sign up for the actual early field trial program which starts at the end of April. >> Okay, well, we'll leave it there. Thank you both for joining, appreciate it. Up next you're going to hear an independent analyst perspective and review some of the research from the enterprise strategy group ESG. I'm John Furrier with theCUBE, thanks for watching. (upbeat music)

>>Everyone wants a cloud operating model. Since the introduction of the modern cloud. Last decade, the entire technology landscape has changed. We've learned a lot from the hyperscalers, especially from AWS. Now, one thing is certain in the technology business. It's so competitive. Then if a faster, better, cheaper idea comes along, the industry will move quickly to adopt it. They'll add their unique value and then they'll bring solutions to the market. And that's precisely what's happening throughout the technology industry because of cloud. And one of the best examples is Amazon's nitro. That's AWS has custom built hypervisor that delivers on the promise of more efficiently using resources and expanding things like processor, optionality for customers. It's a secret weapon for Amazon. As, as we, as we wrote last year, every infrastructure company needs something like nitro to compete. Why do we say this? Well, Wiki Bon our research arm estimates that nearly 30% of CPU cores in the data center are wasted. >>They're doing work that they weren't designed to do well, specifically offloading networking, storage, and security tasks. So if you can eliminate that waste, you can recapture dollars that drop right to the bottom line. That's why every company needs a nitro like solution. As a result of these developments, customers are rethinking networks and how they utilize precious compute resources. They can't, or won't put everything into the public cloud for many reasons. That's one of the tailwinds for tier two cloud service providers and why they're growing so fast. They give options to customers that don't want to keep investing in building out their own data centers, and they don't want to migrate all their workloads to the public cloud. So these providers and on-prem customers, they want to be more like hyperscalers, right? They want to be more agile and they do that. They're distributing, networking and security functions and pushing them closer to the applications. >>Now, at the same time, they're unifying their view of the network. So it can be less fragmented, manage more efficiently with more automation and better visibility. How are they doing this? Well, that's what we're going to talk about today. Welcome to changing the game for cloud networking made possible by pluribus networks. My name is Dave Vellante and today on this special cube presentation, John furrier, and I are going to explore these issues in detail. We'll dig into new solutions being created by pluribus and Nvidia to specifically address offloading, wasted resources, accelerating performance, isolating data, and making networks more secure all while unifying the network experience. We're going to start on the west coast and our Palo Alto studios, where John will talk to Mike of pluribus and AMI, but Donnie of Nvidia, then we'll bring on Alessandra Bobby airy of pluribus and Pete Lummus from Nvidia to take a deeper dive into the technology. And then we're gonna bring it back here to our east coast studio and get the independent analyst perspective from Bob Liberte of the enterprise strategy group. We hope you enjoy the program. Okay, let's do this over to John >>Okay. Let's kick things off. We're here at my cafe. One of the TMO and pluribus networks and NAMI by Dani VP of networking, marketing, and developer ecosystem at Nvidia. Great to have you welcome folks. >>Thank you. Thanks. >>So let's get into the, the problem situation with cloud unified network. What problems are out there? What challenges do cloud operators have Mike let's get into it. >>Yeah, it really, you know, the challenges we're looking at are for non hyperscalers that's enterprises, governments, um, tier two service providers, cloud service providers, and the first mandate for them is to become as agile as a hyperscaler. So they need to be able to deploy services and security policies. And second, they need to be able to abstract the complexity of the network and define things in software while it's accelerated in hardware. Um, really ultimately they need a single operating model everywhere. And then the second thing is they need to distribute networking and security services out to the edge of the host. Um, we're seeing a growth in cyber attacks. Um, it's, it's not slowing down. It's only getting worse and, you know, solving for this security problem across clouds is absolutely critical. And the way to do it is to move security out to the host. >>Okay. With that goal in mind, what's the pluribus vision. How does this tie together? >>Yeah. So, um, basically what we see is, uh, that this demands a new architecture and that new architecture has four tenants. The first tenant is unified and simplified cloud networks. If you look at cloud networks today, there's, there's sort of like discreet bespoke cloud networks, you know, per hypervisor, per private cloud edge cloud public cloud. Each of the public clouds have different networks that needs to be unified. You know, if we want these folks to be able to be agile, they need to be able to issue a single command or instantiate a security policy across all those locations with one command and not have to go to each one. The second is like I mentioned, distributed security, um, distributed security without compromise, extended out to the host is absolutely critical. So micro-segmentation and distributed firewalls, but it doesn't stop there. They also need pervasive visibility. >>You know, it's, it's, it's sort of like with security, you really can't see you can't protect what you can't see. So you need visibility everywhere. The problem is visibility to date has been very expensive. Folks have had to basically build a separate overlay network of taps, packet brokers, tap aggregation infrastructure that really needs to be built into this unified network I'm talking about. And the last thing is automation. All of this needs to be SDN enabled. So this is related to my comment about abstraction abstract, the complexity of all of these discreet networks, physic whatever's down there in the physical layer. Yeah. I don't want to see it. I want to abstract it. I wanted to find things in software, but I do want to leverage the power of hardware to accelerate that. So that's the fourth tenant is SDN automation. >>Mike, we've been talking on the cube a lot about this architectural shift and customers are looking at this. This is a big part of everyone who's looking at cloud operations next gen, how do we get there? How do customers get this vision realized? >>That's a great question. And I appreciate the tee up. I mean, we're, we're here today for that reason. We're introducing two things today. Um, the first is a unified cloud networking vision, and that is a vision of where pluribus is headed with our partners like Nvidia longterm. Um, and that is about, uh, deploying a common operating model, SDN enabled SDN, automated hardware, accelerated across all clouds. Um, and whether that's underlying overlay switch or server, um, hype, any hypervisor infrastructure containers, any workload doesn't matter. So that's ultimately where we want to get. And that's what we talked about earlier. Um, the first step in that vision is what we call the unified cloud fabric. And this is the next generation of our adaptive cloud fabric. Um, and what's nice about this is we're not starting from scratch. We have a, a, an award-winning adaptive cloud fabric product that is deployed globally. Um, and in particular, uh, we're very proud of the fact that it's deployed in over a hundred tier one mobile operators as the network fabric for their 4g and 5g virtualized cores. We know how to build carrier grade, uh, networking infrastructure, what we're doing now, um, to realize this next generation unified cloud fabric is we're extending from the switch to this Nvidia Bluefield to DPU. We know there's a, >>Hold that up real quick. That's a good, that's a good prop. That's the blue field and video. >>It's the Nvidia Bluefield two DPU data processing unit. And, um, uh, you know, what we're doing, uh, fundamentally is extending our SDN automated fabric, the unified cloud fabric out to the host, but it does take processing power. So we knew that we didn't want to do, we didn't want to implement that running on the CPU, which is what some other companies do because it consumes revenue generating CPU's from the application. So a DPU is a perfect way to implement this. And we knew that Nvidia was the leader with this blue field too. And so that is the first that's, that's the first step in the getting into realizing this vision. >>I mean, Nvidia has always been powering some great workloads of GPU. Now you've got DPU networking and then video is here. What is the relationship with clothes? How did that come together? Tell us the story. >>Yeah. So, you know, we've been working with pluribus for quite some time. I think the last several months was really when it came to fruition and, uh, what pluribus is trying to build and what Nvidia has. So we have, you know, this concept of a Bluefield data processing unit, which if you think about it, conceptually does really three things, offload, accelerate an isolate. So offload your workloads from your CPU to your data processing unit infrastructure workloads that is, uh, accelerate. So there's a bunch of acceleration engines. So you can run infrastructure workloads much faster than you would otherwise, and then isolation. So you have this nice security isolation between the data processing unit and your other CPU environment. And so you can run completely isolated workloads directly on the data processing unit. So we introduced this, you know, a couple of years ago, and with pluribus, you know, we've been talking to the pluribus team for quite some months now. >>And I think really the combination of what pluribus is trying to build and what they've developed around this unified cloud fabric, uh, is fits really nicely with the DPU and running that on the DPU and extending it really from your physical switch, all the way to your host environment, specifically on the data processing unit. So if you think about what's happening as you add data processing units to your environment. So every server we believe over time is going to have data processing units. So now you'll have to manage that complexity from the physical network layer to the host layer. And so what pluribus is really trying to do is extending the network fabric from the host, from the switch to the host, and really have that single pane of glass for network operators to be able to configure provision, manage all of the complexity of the network environment. >>So that's really how the partnership truly started. And so it started really with extending the network fabric, and now we're also working with them on security. So, you know, if you sort of take that concept of isolation and security isolation, what pluribus has within their fabric is the concept of micro-segmentation. And so now you can take that extended to the data processing unit and really have, um, isolated micro-segmentation workloads, whether it's bare metal cloud native environments, whether it's virtualized environments, whether it's public cloud, private cloud hybrid cloud. So it really is a magical partnership between the two companies with their unified cloud fabric running on, on the DPU. >>You know, what I love about this conversation is it reminds me of when you have these changing markets, the product gets pulled out of the market and, and you guys step up and create these new solutions. And I think this is a great example. So I have to ask you, how do you guys differentiate what sets this apart for customers with what's in it for the customer? >>Yeah. So I mentioned, you know, three things in terms of the value of what the Bluefield brings, right? There's offloading, accelerating, isolating, that's sort of the key core tenants of Bluefield. Um, so that, you know, if you sort of think about what, um, what Bluefields, what we've done, you know, in terms of the differentiation, we're really a robust platform for innovation. So we introduced Bluefield to, uh, last year, we're introducing Bluefield three, which is our next generation of Bluefields, you know, we'll have five X, the arm compute capacity. It will have 400 gig line rate acceleration, four X better crypto acceleration. So it will be remarkably better than the previous generation. And we'll continue to innovate and add, uh, chips to our portfolio every, every 18 months to two years. Um, so that's sort of one of the key areas of differentiation. The other is the, if you look at Nvidia and, and you know, what we're sort of known for is really known for our AI artificial intelligence and our artificial intelligence software, as well as our GPU. >>So you look at artificial intelligence and the combination of artificial intelligence plus data processing. This really creates the, you know, faster, more efficient, secure AI systems from the core of your data center, all the way out to the edge. And so with Nvidia, we really have these converged accelerators where we've combined the GPU, which does all your AI processing with your data processing with the DPU. So we have this convergence really nice convergence of that area. And I would say the third area is really around our developer environment. So, you know, one of the key, one of our key motivations at Nvidia is really to have our partner ecosystem, embrace our technology and build solutions around our technology. So if you look at what we've done with the DPU, with credit and an SDK, which is an open SDK called Doka, and it's an open SDK for our partners to really build and develop solutions using Bluefield and using all these accelerated libraries that we expose through Doka. And so part of our differentiation is really building this open ecosystem for our partners to take advantage and build solutions around our technology. >>You know, what's exciting is when I hear you talk, it's like you realize that there's no one general purpose network anymore. Everyone has their own super environment Supercloud or these new capabilities. They can really craft their own, I'd say, custom environment at scale with easy tools. Right. And it's all kind of, again, this is the new architecture Mike, you were talking about, how does customers run this effectively? Cost-effectively and how do people migrate? >>Yeah, I, I think that is the key question, right? So we've got this beautiful architecture. You, you know, Amazon nitro is a, is a good example of, of a smart NIC architecture that has been successfully deployed, but enterprises and serve tier two service providers and tier one service providers and governments are not Amazon, right? So they need to migrate there and they need this architecture to be cost-effective. And, and that's, that's super key. I mean, the reality is deep user moving fast, but they're not going to be, um, deployed everywhere on day one. Some servers will have DPS right away, some servers will have use and a year or two. And then there are devices that may never have DPS, right. IOT gateways, or legacy servers, even mainframes. Um, so that's the beauty of a solution that creates a fabric across both the switch and the DPU, right. >>Um, and by leveraging the Nvidia Bluefield DPU, what we really like about it is it's open. Um, and that drives, uh, cost efficiencies. And then, um, uh, you know, with this, with this, our architectural approach effectively, you get a unified solution across switch and DPU workload independent doesn't matter what hypervisor it is, integrated visibility, integrated security, and that can, uh, create tremendous cost efficiencies and, and really extract a lot of the expense from, from a capital perspective out of the network, as well as from an operational perspective, because now I have an SDN automated solution where I'm literally issuing a command to deploy a network service or to create or deploy our security policy and is deployed everywhere, automatically saving the oppor, the network operations team and the security operations team time. >>All right. So let me rewind that because that's super important. Get the unified cloud architecture, I'm the customer guy, but it's implemented, what's the value again, take, take me through the value to me. I have a unified environment. What's the value. >>Yeah. So I mean, the value is effectively, um, that, so there's a few pieces of value. The first piece of value is, um, I'm creating this clean D mark. I'm taking networking to the host. And like I mentioned, we're not running it on the CPU. So in implementations that run networking on the CPU, there's some conflict between the dev ops team who owned the server and the NetApps team who own the network because they're installing software on the, on the CPU stealing cycles from what should be revenue generating. Uh CPU's. So now by, by terminating the networking on the DPU, we click create this real clean DMARC. So the dev ops folks are happy because they don't necessarily have the skills to manage network and they don't necessarily want to spend the time managing networking. They've got their network counterparts who are also happy the NetApps team, because they want to control the networking. >>And now we've got this clean DMARC where the DevOps folks get the services they need and the NetApp folks get the control and agility they need. So that's a huge value. Um, the next piece of value is distributed security. This is essential. I mentioned earlier, you know, put pushing out micro-segmentation and distributed firewall, basically at the application level, right, where I create these small, small segments on an by application basis. So if a bad actor does penetrate the perimeter firewall, they're contained once they get inside. Cause the worst thing is a bad actor, penetrates a perimeter firewall and can go wherever they want and wreak havoc. Right? And so that's why this, this is so essential. Um, and the next benefit obviously is this unified networking operating model, right? Having, uh, uh, uh, an operating model across switch and server underlay and overlay, workload agnostic, making the life of the NetApps teams much easier so they can focus their time on really strategy instead of spending an afternoon, deploying a single villain, for example. >>Awesome. And I think also from my standpoint, I mean, perimeter security is pretty much, I mean, they're out there, it gets the firewall still out there exists, but pretty much they're being breached all the time, the perimeter. So you have to have this new security model. And I think the other thing that you mentioned, the separation between dev ops is cool because the infrastructure is code is about making the developers be agile and build security in from day one. So this policy aspect is, is huge. Um, new control points. I think you guys have a new architecture that enables the security to be handled more flexible. >>Right. >>That seems to be the killer feature here, >>Right? Yeah. If you look at the data processing unit, I think one of the great things about sort of this new architecture, it's really the foundation for zero trust it's. So like you talked about the perimeter is getting breached. And so now each and every compute node has to be protected. And I think that's sort of what you see with the partnership between pluribus and Nvidia is the DPU is really the foundation of zero trust. And pluribus is really building on that vision with, uh, allowing sort of micro-segmentation and being able to protect each and every compute node as well as the underlying network. >>This is super exciting. This is an illustration of how the market's evolving architectures are being reshaped and refactored for cloud scale and all this new goodness with data. So I gotta ask how you guys go into market together. Michael, start with you. What's the relationship look like in the go to market with an Nvidia? >>Sure. Um, I mean, we're, you know, we're super excited about the partnership, obviously we're here together. Um, we think we've got a really good solution for the market, so we're jointly marketing it. Um, uh, you know, obviously we appreciate that Nvidia is open. Um, that's, that's sort of in our DNA, we're about open networking. They've got other ISV who are gonna run on Bluefield too. We're probably going to run on other DPS in the, in the future, but right now, um, we're, we feel like we're partnered with the number one, uh, provider of DPS in the world and, uh, super excited about, uh, making a splash with it. >>I'm in get the hot product. >>Yeah. So Bluefield too, as I mentioned was GA last year, we're introducing, uh, well, we now also have the converged accelerator. So I talked about artificial intelligence or artificial intelligence with the Bluefield DPU, all of that put together on a converged accelerator. The nice thing there is you can either run those workloads. So if you have an artificial intelligence workload and an infrastructure workload, you can warn them separately on the same platform or you can actually use, uh, you can actually run artificial intelligence applications on the Bluefield itself. So that's what the converged accelerator really brings to the table. Uh, so that's available now. Then we have Bluefield three, which will be available late this year. And I talked about sort of, you know, uh, how much better that next generation of Bluefield is in comparison to Bluefield two. So we will see Bluefield three shipping later on this year, and then our software stack, which I talked about, which is called Doka we're on our second version are Doka one dot two. >>We're releasing Doka one dot three, uh, in about two months from now. And so that's really our open ecosystem framework. So allow you to program the Bluefields. So we have all of our acceleration libraries, um, security libraries, that's all packed into this STK called Doka. And it really gives that simplicity to our partners to be able to develop on top of Bluefield. So as we add new generations of Bluefield, you know, next, next year, we'll have, you know, another version and so on and so forth Doka is really that unified unified layer that allows, um, Bluefield to be both forwards compatible and backwards compatible. So partners only really have to think about writing to that SDK once, and then it automatically works with future generations of Bluefields. So that's sort of the nice thing around, um, around Doka. And then in terms of our go to market model, we're working with every, every major OEM. So, uh, later on this year, you'll see, you know, major server manufacturers, uh, releasing Bluefield enabled servers. So, um, more to come >>Awesome, save money, make it easier, more capabilities, more workload power. This is the future of, of cloud operations. >>Yeah. And, and, and, uh, one thing I'll add is, um, we are, um, we have a number of customers as you'll hear in the next segment, um, that are already signed up and we'll be working with us for our, uh, early field trial starting late April early may. Um, we are accepting registrations. You can go to www.pluribusnetworks.com/e F T a. If you're interested in signing up for, um, uh, being part of our field trial and providing feedback on the product, >>Awesome innovation and network. Thanks so much for sharing the news. Really appreciate it. Thanks so much. Okay. In a moment, we'll be back to look deeper in the product, the integration security zero trust use cases. You're watching the cube, the leader in enterprise tech coverage, >>Cloud networking is complex and fragmented slowing down your business. How can you simplify and unify your cloud networks to increase agility and business velocity? >>Pluribus unified cloud networking provides a unified simplify and agile network fabric across all clouds. It brings the simplicity of a public cloud operation model to private clouds, dramatically reducing complexity and improving agility, availability, and security. Now enterprises and service providers can increase their business philosophy and delight customers in the distributed multi-cloud era. We achieve this with a new approach to cloud networking, pluribus unified cloud fabric. This open vendor, independent network fabric, unifies, networking, and security across distributed clouds. The first step is extending the fabric to servers equipped with data processing units, unifying the fabric across switches and servers, and it doesn't stop there. The fabric is unified across underlay and overlay networks and across all workloads and virtualization environments. The unified cloud fabric is optimized for seamless migration to this new distributed architecture, leveraging the power of the DPU for application level micro-segmentation distributed fireball and encryption while still supporting those servers and devices that are not equipped with a DPU. Ultimately the unified cloud fabric extends seamlessly across distributed clouds, including central regional at edge private clouds and public clouds. The unified cloud fabric is a comprehensive network solution. That includes everything you need for clouds, networking built in SDN automation, distributed security without compromises, pervasive wire speed, visibility and application insight available on your choice of open networking switches and DP use all at the lowest total cost of ownership. The end result is a dramatically simplified unified cloud networking architecture that unifies your distributed clouds and frees your business to move at cloud speed, >>To learn more, visit www.pluribusnetworks.com. >>Okay. We're back I'm John ferry with the cube, and we're going to go deeper into a deep dive into unified cloud networking solution from Clovis and Nvidia. And we'll examine some of the use cases with Alessandra Burberry, VP of product management and pullovers networks and Pete Bloomberg who's director of technical marketing and video remotely guys. Thanks for coming on. Appreciate it. >>Yeah. >>So deep dive, let's get into the what and how Alexandra we heard earlier about the pluribus Nvidia partnership and the solution you're working together on what is it? >>Yeah. First let's talk about the water. What are we really integrating with the Nvidia Bluefield, the DPO technology, uh, plugable says, um, uh, there's been shipping, uh, in, uh, in volume, uh, in multiple mission critical networks. So this advisor one network operating systems, it runs today on a merchant silicone switches and effectively it's a standard open network operating system for data center. Um, and the novelty about this system that integrates a distributed control plane for, at water made effective in SDN overlay. This automation is a completely open and interoperable and extensible to other type of clouds is not enclosed them. And this is actually what we're now porting to the Nvidia DPO. >>Awesome. So how does it integrate into Nvidia hardware and specifically how has pluribus integrating its software with the Nvidia hardware? >>Yeah, I think, uh, we leverage some of the interesting properties of the Bluefield, the DPO hardware, which allows actually to integrate, uh, um, uh, our software, our network operating system in a manner which is completely isolated and independent from the guest operating system. So the first byproduct of this approach is that whatever we do at the network level on the DPU card that is completely agnostic to the hypervisor layer or OSTP layer running on, uh, on the host even more, um, uh, we can also independently manage this network, know that the switch on a Neek effectively, um, uh, managed completely independently from the host. You don't have to go through the network operating system, running on x86 to control this network node. So you throw yet the experience effectively of a top of rack for virtual machine or a top of rack for, uh, Kubernetes bots, where instead of, uh, um, if you allow me with the analogy instead of connecting a server knee directly to a switchboard, now you're connecting a VM virtual interface to a virtual interface on the switch on an ache. >>And, uh, also as part of this integration, we, uh, put a lot of effort, a lot of emphasis in, uh, accelerating the entire, uh, data plane for networking and security. So we are taking advantage of the DACA, uh, Nvidia DACA API to program the accelerators. And these accomplished two things with that. Number one, uh, you, uh, have much greater performance, much better performance. They're running the same network services on an x86 CPU. And second, this gives you the ability to free up, I would say around 20, 25% of the server capacity to be devoted either to, uh, additional workloads to run your cloud applications, or perhaps you can actually shrink the power footprint and compute footprint of your data center by 20%, if you want to run the same number of compute workloads. So great efficiencies in the overall approach, >>And this is completely independent of the server CPU, right? >>Absolutely. There is zero code from running on the x86, and this is what we think this enables a very clean demarcation between computer and network. >>So Pete, I gotta get, I gotta get you in here. We heard that, uh, the DPU is enabled cleaner separation of dev ops and net ops. Can you explain why that's important because everyone's talking DevSecOps right now, you've got net ops, net, net sec ops, this separation. Why is this clean separation important? >>Yeah, I think it's a, you know, it's a pragmatic solution in my opinion. Um, you know, we wish the world was all kind of rainbows and unicorns, but it's a little, a little messier than that. And I think a lot of the dev ops stuff and that, uh, mentality and philosophy, there's a natural fit there. Right? You have applications running on servers. So you're talking about developers with those applications integrating with the operators of those servers. Well, the network has always been this other thing and the network operators have always had a very different approach to things than compute operators. And, you know, I think that we, we in the networking industry have gotten closer together, but there's still a gap there's still some distance. And I think in that distance, isn't going to be closed. And so, you know, again, it comes down to pragmatism and I think, you know, one of my favorite phrases is look good fences, make good neighbors. And that's what this is. >>Yeah. That's a great point because dev ops has become kind of the calling card for cloud, right. But dev ops is as simply infrastructure as code and infrastructure is networking, right? So if infrastructure is code, you know, you're talking about, you know, that part of the stack under the covers under the hood, if you will, this is super important distinction. And this is where the innovation is. Can you elaborate on how you see that? Because this is really where the action is right now. >>Yeah, exactly. And I think that's where, um, one from, from the policy, the security that the zero trust aspect of this, right? If you get it wrong on that network side, all of a sudden you, you can totally open up that those capabilities. And so security is part of that. But the other part is thinking about this at scale, right? So we're taking one top of rack switch and adding, you know, up to 48 servers per rack. And so that ability to automate, orchestrate and manage at scale becomes absolutely critical. >>I'll Sandra, this is really the why we're talking about here, and this is scale. And again, getting it right. If you don't get it right, you're going to be really kind of up, you know what you know, so this is a huge deal. Networking matters, security matters, automation matters, dev ops, net ops, all coming together, clean separation, um, help us understand how this joint solution with Nvidia fits into the pluribus unified cloud networking vision, because this is what people are talking about and working on right now. >>Yeah, absolutely. So I think here with this solution, we're attacking two major problems in cloud networking. One is, uh, operation of, uh, cloud networking. And the second is a distributing security services in the cloud infrastructure. First, let me talk about the first water. We really unifying. If we're unifying something, something must be at least fragmented or this jointed and the, what is this joint that is actually the network in the cloud. If you look holistically, how networking is deployed in the cloud, you have your physical fabric infrastructure, right? Your switches and routers, you'll build your IP clause fabric leaf in spine typologies. This is actually a well understood the problem. I, I would say, um, there are multiple vendors, uh, uh, with, uh, um, uh, let's say similar technologies, um, very well standardized, whether you will understood, um, and almost a commodity, I would say building an IP fabric these days, but this is not the place where you deploy most of your services in the cloud, particularly from a security standpoint, two services are actually now moved into the compute layer where you actually were called builders, have to instrument the, a separate, uh, network virtualization layer, where they deploy segmentation and security closer to the workloads. >>And this is where the complication arise. These high value part of the cloud network is where you have a plethora of options that they don't talk to each other. And they are very dependent on the kind of hypervisor or compute solution you choose. Um, for example, the networking API to be between an GSXI environment or an hyper V or a Zen are completely disjointed. You have multiple orchestration layers. And when, and then when you throw in also Kubernetes in this, in this, in this type of architecture, uh, you're introducing yet another level of networking. And when Kubernetes runs on top of VMs, which is a prevalent approach, you actually just stacking up multiple networks on the compute layer that they eventually run on the physical fabric infrastructure. Those are all ships in the nights effectively, right? They operate as completely disjointed. And we're trying to attack this problem first with the notion of a unified fabric, which is independent from any workloads, whether it's this fabric spans on a switch, which can be con connected to a bare metal workload, or can span all the way inside the DPU, uh, where, um, you have, uh, your multi hypervisor compute environment. >>It's one API, one common network control plane, and one common set of segmentation services for the network. That's probably the number one, >>You know, it's interesting you, man, I hear you talking, I hear one network month, different operating models reminds me of the old serverless days. You know, there's still servers, but they call it serverless. Is there going to be a term network list? Because at the end of the day, it should be one network, not multiple operating models. This, this is a problem that you guys are working on. Is that right? I mean, I'm not, I'm just joking server listen network list, but the idea is it should be one thing. >>Yeah, it's effectively. What we're trying to do is we are trying to recompose this fragmentation in terms of network operation, across physical networking and server networking server networking is where the majority of the problems are because of the, uh, as much as you have standardized the ways of building, uh, physical networks and cloud fabrics with IP protocols and internet, you don't have that kind of, uh, uh, sort of, uh, um, um, uh, operational efficiency, uh, at the server layer. And, uh, this is what we're trying to attack first. The, with this technology, the second aspect we're trying to attack is are we distribute the security services throughout the infrastructure, more efficiently, whether it's micro-segmentation is a stateful firewall services, or even encryption. Those are all capabilities enabled by the blue field, uh, uh, the Butte technology and, uh, uh, we can actually integrate those capabilities directly into the nettle Fabrica, uh, limiting dramatically, at least for east-west traffic, the sprawl of, uh, security appliances, whether virtual or physical, that is typically the way the people today, uh, segment and secure the traffic in the cloud. >>Awesome. Pete, all kidding aside about network lists and serverless kind of fun, fun play on words there, the network is one thing it's basically distributed computing, right? So I love to get your thoughts about this distributed security with zero trust as the driver for this architecture you guys are doing. Can you share in more detail the depth of why DPU based approach is better than alternatives? >>Yeah, I think what's, what's beautiful and kind of what the DPU brings. That's new to this model is a completely isolated compute environment inside. So, you know, it's the, uh, yo dog, I heard you like a server, so I put a server inside your server. Uh, and so we provide, uh, you know, armed CPU's memory and network accelerators inside, and that is completely isolated from the host. So the server, the, the actual x86 host just thinks it has a regular Nick in there, but you actually have this full control plane thing. It's just like taking your top of rack switch and shoving it inside of your compute node. And so you have not only the separation, um, within the data plane, but you have this complete control plane separation. So you have this element that the network team can now control and manage, but we're taking all of the functions we used to do at the top of rack switch, and we're just shooting them now. >>And, you know, as time has gone on we've, we've struggled to put more and more and more into that network edge. And the reality is the network edge is the compute layer, not the top of rack switch layer. And so that provides this phenomenal enforcement point for security and policy. And I think outside of today's solutions around virtual firewalls, um, the other option is centralized appliances. And even if you can get one that can scale large enough, the question is, can you afford it? And so what we end up doing is we kind of hope that of aliens good enough, or we hope that if the excellent tunnel is good enough and we can actually apply more advanced techniques there because we can't physically, you know, financially afford that appliance to see all of the traffic. And now that we have a distributed model with this accelerator, we could do it. >>So what's the what's in it for the customer. I real quick, cause I think this is interesting point. You mentioned policy, everyone in networking knows policy is just a great thing and it adds, you hear it being talked about up the stack as well. When you start getting to orchestrating microservices and whatnot, all that good stuff going on there, containers and whatnot and modern applications. What's the benefit to the customers with this approach? Because what I heard was more scale, more edge deployment, flexibility, relative to security policies and application enablement. I mean, is that what what's the customer get out of this architecture? What's the enablement. >>It comes down to, uh, taking again the capabilities that were in that top of rack switch and asserting them down. So that makes simplicity smaller blast radiuses for failure, smaller failure domains, maintenance on the networks, and the systems become easier. Your ability to integrate across workloads becomes infinitely easier. Um, and again, you know, we always want to kind of separate each one of those layers. So just as in say, a VX land network, my leaf and spine don't have to be tightly coupled together. I can now do this at a different layer. And so you can run a DPU with any networking in the core there. And so you get this extreme flexibility. You can start small, you can scale large. Um, you know, to me, the, the possibilities are endless. Yes, >>It's a great security control plan. Really flexibility is key. And, and also being situationally aware of any kind of threats or new vectors or whatever's happening in the network. Alessandra, this is huge upside, right? You've already identified some successes with some customers on your early field trials. What are they doing and why are they attracted to the solution? >>Yeah, I think the response from customers has been, uh, the most, uh, encouraging and, uh, exciting, uh, for, uh, for us to, uh, to sort of continue and work and develop this product. And we have actually learned a lot in the process. Um, we talked to tier two tier three cloud providers. Uh, we talked to, uh, SP um, software Tyco type of networks, uh, as well as a large enterprise customers, um, in, uh, one particular case. Um, uh, one, uh, I think, um, let me, let me call out a couple of examples here, just to give you a flavor. Uh, there is a service provider, a cloud provider, uh, in Asia who is actually managing a cloud, uh, where they are offering services based on multiple hypervisors. They are native services based on Zen, but they also are on ramp into the cloud, uh, workloads based on, uh, ESI and, uh, uh, and KVM, depending on what the customer picks from the piece on the menu. >>And they have the problem of now orchestrating through their orchestrate or integrating with the Zen center with vSphere, uh, with, uh, open stack to coordinate these multiple environments and in the process to provide security, they actually deploy virtual appliances everywhere, which has a lot of costs, complication, and eats up into the server CPU. The problem is that they saw in this technology, they call it actually game changing is actually to remove all this complexity of in a single network and distribute the micro-segmentation service directly into the fabric. And overall, they're hoping to get out of it, uh, uh, tremendous, uh, um, opics, uh, benefit and overall, um, uh, operational simplification for the cloud infrastructure. That's one potent a use case. Uh, another, uh, large enterprise customer global enterprise customer, uh, is running, uh, both ESI and hyper V in that environment. And they don't have a solution to do micro-segmentation consistently across hypervisors. >>So again, micro-segmentation is a huge driver security looks like it's a recurring theme, uh, talking to most of these customers and in the Tyco space, um, uh, we're working with a few types of customers on the CFT program, uh, where the main goal is actually to our Monet's network operation. They typically handle all the VNF search with their own homegrown DPDK stack. This is overly complex. It is frankly also as low and inefficient, and then they have a physical network to manage the, the idea of having again, one network, uh, to coordinate the provision in our cloud services between the, the take of VNF, uh, and, uh, the rest of the infrastructure, uh, is extremely powerful on top of the offloading capability of the, by the bluefin DPOs. Those are just some examples. >>That was a great use case, a lot more potential. I see that with the unified cloud networking, great stuff, feed, shout out to you guys at Nvidia had been following your success for a long time and continuing to innovate as cloud scales and pluribus here with the unified networking, kind of bring it to the next level. Great stuff. Great to have you guys on. And again, software keeps driving the innovation again, networking is just a part of it, and it's the key solution. So I got to ask both of you to wrap this up. How can cloud operators who are interested in, in this, uh, new architecture and solution, uh, learn more because this is an architectural shift. People are working on this problem. They're trying to think about multiple clouds of trying to think about unification around the network and giving more security, more flexibility, uh, to their teams. How can people learn more? >>Yeah, so, uh, all Sandra and I have a talk at the upcoming Nvidia GTC conference. Um, so that's the week of March 21st through 24th. Um, you can go and register for free and video.com/at GTC. Um, you can also watch recorded sessions if you ended up watching us on YouTube a little bit after the fact. Um, and we're going to dive a little bit more into the specifics and the details and what we're providing in the solution. >>Alexandra, how can people learn more? >>Yeah, absolutely. People can go to the pluribus, a website, www boost networks.com/eft, and they can fill up the form and, uh, they will contact durables to either know more or to know more and actually to sign up for the actual early field trial program, which starts at the end of April. >>Okay. Well, we'll leave it there. Thanks. You both for joining. Appreciate it up next. You're going to hear an independent analyst perspective and review some of the research from the enterprise strategy group ESG. I'm John ferry with the >>Cube. Thanks for watching. >>Okay. We've heard from the folks at networks and Nvidia about their effort to transform cloud networking and unify bespoke infrastructure. Now let's get the perspective from an independent analyst and to do so. We welcome in ESG, senior analysts, Bob LA Liberte, Bob. Good to see you. Thanks for coming into our east coast studios. >>Oh, thanks for having me. It's great to be >>Here. Yeah. So this, this idea of unified cloud networking approach, how serious is it? What's what's driving it. >>Yeah, there's certainly a lot of drivers behind it, but probably the first and foremost is the fact that application environments are becoming a lot more distributed, right? So the, it pendulum tends to swing back and forth. And we're definitely on one that's swinging from consolidated to distributed. And so applications are being deployed in multiple private data centers, multiple public cloud locations, edge locations. And as a result of that, what you're seeing is a lot of complexity. So organizations are having to deal with this highly disparate environment. They have to secure it. They have to ensure connectivity to it and all that's driving up complexity. In fact, when we asked in one of our last surveys and last year about network complexity, more than half 54% came out and said, Hey, our network environment is now either more or significantly more complex than it used to be. >>And as a result of that, what you're seeing is it's really impacting agility. So everyone's moving to these modern application environments, distributing them across areas so they can improve agility yet it's creating more complexity. So a little bit counter to the fact and, you know, really counter to their overarching digital transformation initiatives. From what we've seen, you know, nine out of 10 organizations today are either beginning in process or have a mature digital transformation process or initiative, but their top goals, when you look at them, it probably shouldn't be a surprise. The number one goal is driving operational efficiency. So it makes sense. I've distributed my environment to create agility, but I've created a lot of complexity. So now I need these tools that are going to help me drive operational efficiency, drive better experience. >>I mean, I love how you bring in the data yesterday. Does a great job with that. Uh, questions is, is it about just unifying existing networks or is there sort of a need to rethink kind of a do-over network, how networks are built? >>Yeah, that's a, that's a really good point because certainly unifying networks helps right. Driving any kind of operational efficiency helps. But in this particular case, because we've made the transition to new application architectures and the impact that's having as well, it's really about changing and bringing in new frameworks and new network architectures to accommodate those new application architectures. And by that, what I'm talking about is the fact that these new modern application architectures, microservices, containers are driving a lot more east west traffic. So in the old days, it used to be easier in north south coming out of the server, one application per server, things like that. Right now you've got hundreds, if not thousands of microservices communicating with each other users communicating to them. So there's a lot more traffic and a lot of it's taking place within the servers themselves. The other issue that you starting to see as well from that security perspective, when we were all consolidated, we had those perimeter based legacy, you know, castle and moat security architectures, but that doesn't work anymore when the applications aren't in the castle, right. >>When everything's spread out that that no longer happens. So we're absolutely seeing, um, organizations trying to, trying to make a shift. And, and I think much, like if you think about the shift that we're seeing with all the remote workers and the sassy framework to enable a secure framework there, this it's almost the same thing. We're seeing this distributed services framework come up to support the applications better within the data centers, within the cloud data centers, so that you can drive that security closer to those applications and make sure they're, they're fully protected. Uh, and that's really driving a lot of the, you know, the zero trust stuff you hear, right? So never trust, always verify, making sure that everything is, is, is really secure micro-segmentation is another big area. So ensuring that these applications, when they're connected to each other, they're, they're fully segmented out. And that's again, because if someone does get a breach, if they are in your data center, you want to limit the blast radius, you want to limit the amount of damage that's done. So that by doing that, it really makes it a lot harder for them to see everything that's in there. >>You know, you mentioned zero trust. It used to be a buzzword, and now it's like become a mandate. And I love the mode analogy. You know, you build a moat to protect the queen and the castle, the Queens left the castles, it's just distributed. So how should we think about this, this pluribus and Nvidia solution. There's a spectrum, help us understand that you've got appliances, you've got pure software solutions. You've got what pluribus is doing with Nvidia, help us understand that. >>Yeah, absolutely. I think as organizations recognize the need to distribute their services to closer to the applications, they're trying different models. So from a legacy approach, you know, from a security perspective, they've got these centralized firewalls that they're deploying within their data centers. The hard part for that is if you want all this traffic to be secured, you're actually sending it out of the server up through the rack, usually to in different location in the data center and back. So with the need for agility, with the need for performance, right, that adds a lot of latency. Plus when you start needing to scale, that means adding more and more network connections, more and more appliances. So it can get very costly as well as impacting the performance. The other way that organizations are seeking to solve this problem is by taking the software itself and deploying it on the servers. Okay. So that's a, it's a great approach, right? It brings it really close to the applications, but the things you start running into there, there's a couple of things. One is that you start seeing that the DevOps team start taking on that networking and security responsibility, which they >>Don't want to >>Do, they don't want to do right. And the operations teams loses a little bit of visibility into that. Um, plus when you load the software onto the server, you're taking up precious CPU cycles. So if you're really wanting your applications to perform at an optimized state, having additional software on there, isn't going to, isn't going to do it. So, you know, when we think about all those types of things, right, and certainly the other side effects of that is the impact of the performance, but there's also a cost. So if you have to buy more servers because your CPU's are being utilized, right, and you have hundreds or thousands of servers, right, those costs are going to add up. So what, what Nvidia and pluribus have done by working together is to be able to take some of those services and be able to deploy them onto a smart Nick, right? >>To be able to deploy the DPU based smart SMARTNICK into the servers themselves. And then pluribus has come in and said, we're going to unify create that unified fabric across the networking space, into those networking services all the way down to the server. So the benefits of having that are pretty clear in that you're offloading that capability from the server. So your CPU's are optimized. You're saving a lot of money. You're not having to go outside of the server and go to a different rack somewhere else in the data center. So your performance is going to be optimized as well. You're not going to incur any latency hit for every trip round trip to the, to the firewall and back. So I think all those things are really important. Plus the fact that you're going to see from a, an organizational aspect, we talked about the dev ops and net ops teams. The network operations teams now can work with the security teams to establish the security policies and the networking policies. So that they've dev ops teams. Don't have to worry about that. So essentially they just create the guardrails and let the dev op team run. Cause that's what they want. They want that agility and speed. >>Yeah. Your point about CPU cycles is key. I mean, it's estimated that 25 to 30% of CPU cycles in the data center are wasted. The cores are wasted doing storage offload or, or networking or security offload. And, you know, I've said many times everybody needs a nitro like Amazon nugget, but you can't go, you can only buy Amazon nitro if you go into AWS. Right. Everybody needs a nitro. So is that how we should think about this? >>Yeah. That's a great analogy to think about this. Um, and I think I would take it a step further because it's, it's almost the opposite end of the spectrum because pluribus and video are doing this in a very open way. And so pluribus has always been a proponent of open networking. And so what they're trying to do is extend that now to these distributed services. So leverage working with Nvidia, who's also open as well, being able to bring that to bear so that organizations can not only take advantage of these distributed services, but also that unified networking fabric, that unified cloud fabric across that environment from the server across the switches, the other key piece of what pluribus is doing, because they've been doing this for a while now, and they've been doing it with the older application environments and the older server environments, they're able to provide that unified networking experience across a host of different types of servers and platforms. So you can have not only the modern application supported, but also the legacy environments, um, you know, bare metal. You could go any type of virtualization, you can run containers, et cetera. So a wide gambit of different technologies hosting those applications supported by a unified cloud fabric from pluribus. >>So what does that mean for the customer? I don't have to rip and replace my whole infrastructure, right? >>Yeah. Well, think what it does for, again, from that operational efficiency, when you're going from a legacy environment to that modern environment, it helps with the migration helps you accelerate that migration because you're not switching different management systems to accomplish that. You've got the same unified networking fabric that you've been working with to enable you to run your legacy as well as transfer over to those modern applications. Okay. >>So your people are comfortable with the skillsets, et cetera. All right. I'll give you the last word. Give us the bottom line here. >>So yeah, I think obviously with all the modern applications that are coming out, the distributed application environments, it's really posing a lot of risk on these organizations to be able to get not only security, but also visibility into those environments. And so organizations have to find solutions. As I said, at the beginning, they're looking to drive operational efficiency. So getting operational efficiency from a unified cloud networking solution, that it goes from the server across the servers to multiple different environments, right in different cloud environments is certainly going to help organizations drive that operational efficiency. It's going to help them save money for visibility, for security and even open networking. So a great opportunity for organizations, especially large enterprises, cloud providers who are trying to build that hyperscaler like environment. You mentioned the nitro card, right? This is a great way to do it with an open solution. >>Bob, thanks so much for, for coming in and sharing your insights. Appreciate it. >>You're welcome. Thanks. >>Thanks for watching the program today. Remember all these videos are available on demand@thekey.net. You can check out all the news from today@siliconangle.com and of course, pluribus networks.com many thanks diplomas for making this program possible and sponsoring the cube. This is Dave Volante. Thanks for watching. Be well, we'll see you next time.

>> From the SiliconANGLE Media office in Boston, Massachusetts, it's the cube. Now, here's your host, Dave Vellante. >> Hello everyone and welcome to this week's Wikibon cube insights powered by ETR. In this breaking analysis ahead of the RSA conference, we want to update you on the cyber security sector. This year's event is underlined by coronavirus fears, IBM has pulled out of the event and cited the epidemic as the reason and it's also brings to the front the sale of RSA by Dell to STG partners and private equity firm. Now in our last security drill down, we cited several mega trends in the security sector. These included the ever escalating sophistication of the attacker, the increased risk from the data economy, the expanded attack surface with the huge number of IP addresses that are that are exploding out there, and the lack of skills and the number of cyber tools that are coming to the market. Now, as you know, in these segments, we'd like to share insights from the cube. And I want you to listen to two American statesman and what they said, on The Cube. Here's general Keith Alexander, who's the former director of the NSA, along with Dr. Robert Gates, who's the former director of the CIA and former Secretary of Defense, play the clip. >> When you think about threats, you think about nation states, so you can go to Iran, Russia, China, North Korea, and then you think about criminal threats, and all the things like ransomware. Some of the nation state actors are also criminals at night, so they can use nation state tools and my concern about all the evolution of cyber threats is that the attacks are getting more destructive. >> I think cyber and the risks associated with cyber, and IT need to be a regular part of every board's agenda. >> So you hear General Alexander really underscore the danger, as well, Dr. Gates is articulating what we've said many times on the cube that cyber security is a board level agenda item. Now, the comments from both of these individuals represent what I would consider tailwinds for cyber technology companies. Now we're going to drill into some of those today. But it's not all frictionless. There are headwinds to in this market space, cloud migration, the shift from north south south to East West network traffic, its pressure traditional appliance based perimeter security solutions, increase complexity and lack of skills and other macro factors, including questions on ROI. CFO saying, hey, we spend all this cash, why aren't we more secure? Now, I want you to hear from two chief information security officers officers on both the challenges that they face and how they're dealing with them. Roll the clip. >> Lack of talent, I mean, we're starving for talent. Cybersecurity is the only field in the world with negative unemployment. We just don't have the actual bodies to actually fill the gaps that we have and in that lack of talent Cecil's are starving. >> I think that the public cloud offers us a really interesting opportunity to reinvent security right. So if you think about all of the technologies and processes and many of which are manual over the years, I think we have an opportunity to leverage automation to make our work easier in some ways. >> Now I featured Brian Lozada and Katie Jenkins before and breaking analysis segments, and you can hear it from the cyber leaders, we lack the talent, and cloud computing and automation are areas we're pursuing. So this challenges security companies to respond. But at the end of the day, companies have no no choice. In other words, organizations buying security solutions, the sophistication of the attacker is very high and the answer to my CFO and ROI is fear based. If you don't do this, you might lose billions in market cap. Now, I want you to take a listen to these cubilam talking about the attacker of sophistication and the importance of communication skills in order to fund cyber initiatives, really to keep up with the bad guys, please play the clip. >> The adversary is talented and they're patient, they're well funded okay, that's that's where it starts. And so, you know why why bring an interpreter to a host when there's already one there right? Why write all this complicated software distribution when I can just use yours. And so that's that's where the play the game starts. And and the most advanced threats aren't leaving footprints because the footprints already there, you know, they'll get on a machine and behaviorally they'll check the cash to see what's hot. And what's hot in the cash means that behaviorally, it's a fast they can go they're not cutting a new trail most of the time, right? So living off the land is not only the tools that they're using the automation, your automation they're using against you, but it's also behavioral. >> That's why the most the most important talent or skill that a security professional needs is communication skills. If you can't articulate technical risk into a business risk to fund your program, it's, you know, it's very hard for you to actually be successful in security. >> Now, the really insidious thing about what TK Keanini just said is the attackers are living off the land, meaning they're using your tools and your behaviors to sneak around your data unnoticed. And so as Brian Lozada said, as a security Pro, you need to be a great communicator in order to get the funding that you need to compete with the bad guys. Which brings me to the RSA conference. This is why you as a security practitioner attend, you want to learn more, you want to obtain new skills, you want to bring back ideas to the organization. Now one of the things I did to prepare for this segment is to read the RSA conference content agenda, which was co authored by Britta Glade and I read numerous blogs and articles about what to expect at the event and from all that I put together this word cloud, which conveys some of the key themes that I would expect you're going to hear at the shows. Look at skills jump right out, just like Brian was saying, the human element is going to be a big deal this year. IoT and the IT OT schism, everyone's talking about the Olympics, and seeing that as a watershed event for cyber, how to apply machine learning and AI is a big theme, as is cloud with containers and server less. phishing, zero trust and frameworks, framework for privacy, frameworks for governance and compliance, the 2020 election and weaponizing social media with deep fakes, and expect to hear a lot about the challenges of securing 5G networks, open source risks, supply chain risks, and of course, the need for automation. And it's no surprise there's going to be a lot of talk about cyber technology, the products and of course, the companies that sell them. So let's get into the market and unpack some of the ETR spending data and drill into some of these companies. The first chart I want to show you is spending on cyber relative to other initiatives. What this chart shows is the spending on cyber security highlighted in the green in relation to other sectors in the ETR taxonomy. Notice the blue dot. It shows the change in spending expected in 2020 versus 2019. Now, two points here. First, is that despite the top of my narrative that we always hear, the reality is that other initiatives compete for budget and you just can't keep throwing cash at the security problem. As I've said before, we spend like .014% percent of our global GDP on cyber, so we barely scratched the surface. The second point is there's there's there's a solid year on year growth quite high at 12% for a sector that's estimated at 100 to 150 billion dollars worldwide, according to many sources. Now let's take a look at some of the players in this space, who are going to be presenting at the RSA conference. You might remember to my 2020 predictions in that breaking analysis I focused on two ETR metrics, Net Score, which is a measure of spending velocity and Market Share, which measures pervasiveness in the data set. And I anointed nine security players as four star players. These were Microsoft, Cisco, Palo Alto Networks, Splunk, Proofpoint, Fortinet, Oka, Cyber Ark and CrowdStrike. What we're showing here is an update of that data with the January survey data. My four star companies were defined as those in the cyber security sector that demonstrate in both net scores or spending momentum, that's the left hand chart and market share or pervasiveness on the right hand chart. Within the top 22 companies, why did I pick 22? Well, seemed like a solid number and it fit nicely in the screen and allowed more folks. So a few takeaways here. One is that there are a lot of cyber security companies in the green from the standpoint of net score. Number two is that Fortinet and Cisco fell off the four star list because of their net scores. While still holding reasonably well, they dropped somewhat. Also, some other companies like Verona's and Vera code and Carbon Black jumped up on the net score rankings, but Cisco and Fortinet are still showing some strength in the market overall, I'ma talk about that. Cisco security businesses up 9% in the quarter, and Fortinet is breaking away from Palo Alto Networks from a valuation perspective, which I'm going to drill into a bit. So we're going to give Cisco and Fortinet two stars this survey period. But look at Zscaler. They made the cut this time their net score or spending momentum jumped from 38% last quarter to nearly 45% in the January survey, with a sizable shared in at 123. So we've added Zscaler to the four star list, they have momentum, and we're going to continue to watch that quarterly horse race. Now, I'd be remiss if I didn't point out that Microsoft continues to get stronger and stronger in many sectors including cyber. So that's something to really pay attention to. Okay, I want to talk about the valuations a bit. Valuations of cyber security space are really interesting and for reasons we've discussed before the market's hot right now, some people think it's overvalued, but I think the space is going to continue to perform quite well, relative to other areas and tech. Why do I say that? Because cyber continues to be a big priority for organizations, the software and annual recurring revenue contribution ARR continues to grow, M&A is going to continue to be robust in my view, which is going to fuel valuations. So Let's look at some of the public companies within cyber. What I've compiled in this chart is eight public companies that were cited as four star or two star firms, as I defined earlier, now ranked this by market value. In the columns, we show the market cap and trailing 12 month revenue in billions, the revenue multiple and the annual revenue growth. And I've highlighted Palo Alto Networks and Fortinet because I want to drill into those two firms, as there's a valuation divergence going on between those two names, and I'll come back to that in just a minute. But first, I want to make a few points about this data. Number one is there's definitely a proportional relationship between the growth rate and the revenue multiple or premium being paid for these companies. Generally growth ranges between one and a half to three times the revenue multiple being paid. CrowdStrike for example has a 39 x revenue multiple and is growing at 110%, so they're at the high end of that range with a growth at 2.8 times their revenue multiple today. Second, and related, as you can see a wide range of revenue multiples based on these growth rates with CrowdStrike, Okta and now Zscaler as the standouts in this regard. And I have to call at Splunk as well. They're both large, and they have high growth, although they are moving beyond, you know, security, they're going into adjacencies and big data analytics, but you you have to love the performance of Splunk. The third point is this is a lucrative market. You have several companies with valuations in the double digit billions, and many with multi billion dollar market values. Cyber chaos means cash for many of these companies, and, of course for their investors. Now, Palo Alto throw some of these ratios out of whack, ie, why the lower revenue multiple with that type of growth, and it's because they've had some execution issues lately. And this annual growth rate is really not the best reflection of the stock price today. That's really being driven by quarterly growth rates and less robust management guidance. So why don't we look into that a bit. What this chart shows is the one year relative stock prices of Palo Alto Networks in the blue and compared to Fortinet in the red. Look at the divergence in the two stocks, look at they traded in a range and then you saw the split when Palo Alto missed its quarter last year. So let me share what I think is happening. First, Palo Alto has been a very solid performance since an IPO in 2012. It's delivered more than four Rex returns to shareholders over that period. Now, what they're trying to do is cloud proof their business. They're trying to transition more to an AR model, and rely less on appliance centric firewalls, and firewalls are core part of the business and that has underperformed expectations lately. And you just take Legacy Tech and Cloud Wash and Cloud native competitors like Zscaler are taking advantage of this and setting the narrative there. Now Palo Alto Network has also had some very tough compares in 2019 relative to 2018, that should somewhat abate this year. Also, Palo Alto has said some execution issues during this transition, especially related to sales and sales incentives and aligning that with this new world of cloud. And finally, Palo Alto was in the process of digesting some acquisitions like Twistlock, PureSec and some others over the past year, and that could be a distraction. Fortinet on the other hand, is benefiting from a large portfolio refresh is capitalizing on the momentum that that's bringing, in fact, all the companies I listed you know, they may be undervalued despite, of all the company sorry that I listed Fortinet may be undervalued despite the drop off from the four star list that I mentioned earlier. Fortinet is one of those companies with a large solution set that can cover a lot of market space. And where Fortinet faces similar headwinds as Palo Alto, it seems to be executing better on the cloud transition. Now the last thing I want to share on this topic is some data from the ETR regression testing. What ETR does is their data scientists run regression models and fit a linear equation to determine whether Wall Street earnings consensus estimates are consistent with the ETR spending data, they started trying to line those up and see what the divergence is. What this chart shows is the results of that regression analysis for both Fortinet and Palo Alto. And you can see the ETR spending data suggests that both companies could outperform somewhat expectations. Now, I wouldn't run and buy the stock based on this data as there's a lot more to the story, but let's watch the earnings and see how this plays out. All right, I want to make a few comments about the sale of the RSA asset. EMC bought RSA for around the same number, roughly $2 billion that SDG is paying Dell. So I'm obviously not impressed with the return that RSA has delivered since 2006. The interesting takeaway is that Dell is choosing liquidity over the RSA cyber security asset. So it says to me that their ability to pay down debt is much more important to Dell and their go forward plan. Remember, for every $5 billion that Dell pays down in gross debt, it dropped 25 cents to EPS. This is important for Dell to get back to investment grade debt, which will further lower its cost. It's a lever that Dell can turn. Now and also in thinking about this, it's interesting that VMware, which the member is acquiring security assets like crazy and most recently purchased carbon black, and they're building out a Security Division, they obviously didn't paw on the table fighting to roll RSA into that division. You know maybe they did in the financial value of the cash to Dell was greater than the value of the RSA customers, the RSA product portfolio and of course, the RSA conference. But my guess is Gelsinger and VMware didn't want the legacy tech. Gelsinger said many times that security is broken, it's his mission to fix it or die trying. So I would bet that he and VMware didn't see RSA as a path to fixing security, it's more likely that they saw it as a non strategic shrinking asset that they didn't want any part of. Now for the record, and I'm even won't bother showing you the the data but RSA and the ETR data set is an unimpressive player in cyber security, their market share or pervasiveness is middle of the pack, so it's okay but their net score spending velocities in the red, and it's in the bottom 20th percentile of the data set. But it is a known brand, certainly within cyber. It's got a great conference and it's been it's probably better that a PE company owns them than being a misfit toy inside of Dell. All right, it's time to summarize, as we've been stressing in our breaking analysis segments and on the cube, the adversaries are very capable. And we should expect continued escalation. Venture capital is going to keep pouring into startups and that's going to lead to more fragmentation. But the market is going to remain right for M&A With valuations on the rise. The battle continues for best of breed tools from upstarts like CrowdStrike and Okta and Zscaler versus sweets from big players like Cisco, Palo Alto Networks and Fortinet. Growth is going to continue to drive valuations. And so let's keep our eyes on the cloud, remains disruptive and for some provides momentum for others provides friction. Security practitioners will continue to be well paid because there's a skill shortage and that's not going away despite the push toward automation. Got in talk about machine intelligence but AI and ML those tools, there are two edged sword as bad actors are leveraging installed infrastructure, both tools and behaviors to so called live off the land, upping the stakes in the arms race. Okay, this is Dave Vellante for Wikibon's CUBE Insights powered by ETR. Thanks for watching this breaking analysis. Remember, these episodes are all available as podcasted Spotfire or wherever you listen. Connect with me at david.vellante at siliconangle.com, or comment on my LinkedIn. I'm @dvellante on Twitter. Thanks for watching everybody. We'll see you next time. (upbeat music).

>> Live from Orlando, Florida, it's The CUBE, covering Cisco Live 2018 brought to you by Cisco, Netapp, and the CUBE's ecosystem partners. >> Hello everyone, welcome back. This is the CUBE live in Orlando for Cisco Live 2018, exclusive coverage, I'm John Furrier, cohost of the CUBE. Stu Miniman all week for three days and we have Dave Alante flying in as well, cohost for our kickoff of day two of our three days of coverage, great Dave, good to see you Stu. Good morning, so I think the big news obviously day one in the books. Cisco Live pumping on all cylinders. The parties, we saw great concert last night at the Cohesity party celebrating their 250 million in funding, but the real big news here is Cisco's moving up the stack and the business performance. Dave, you had a chance to scour the landscape last night and yesterday, what did you find out? What's going on with Cisco's business? >> Well the business wise, I mean, this company is actually doing quite well. It's a large company, 50 billion dollars, they're growing at four percent. You don't usually see growth, we've seen how many quarters in a row as IBM, you know, revenues declined. Cisco's reversed that trend and is growing. The other thing about Cisco is it brought about 60 billion dollars from overseas on the tax holiday, which is just amazing. The company is trying to shift its model, more toward a cloud-like model. Stu, you've made the point many times Cisco, like Dell, doesn't have a cloud. So they've got to create a cloud-like model, they've got to go multi-cloud, they've got to be an arms dealer for the cloud. So as a company that's 50 billion dollars, a 200 billion dollar plus market value, which is down from where they were in the halcyon days but still it's a 4X revenue multiple and they throw off over $10 billion dollars in free cash flow a year, so this company's very, very strong and John, we were talking last night about the angle and security and basically a programmable network infrastructure. To me, the big trend is it's all about the data. As the data explodes, the network gets a lot of pressure. >> You know, Stu, I want to get your thoughts on this because we talked on security last night. Talk about companies that have to pivot. Cisco is not pivoting in any capacity. They are dealing with networks that are running the internet, right? So Chuck Robbins just said, "Look it, "we have done a lot of great things" but they're dealing with so much security threats. It's encrypted traffic, they are dealing with a ton of activity so the relevance of Cisco is on an all time high. The opportunity is to take that relevance and build on top of it, and so, we're looking for some signals, Stu. What do you when you squint through the noise and look at Cisco's relevance, obviously you see they run networks. You're moving up the stack with Kubernetes and containers and DevNet's been a great indicator there's a rise of the new normal, but they gotta actually put it together, they got a community. Where is the change happening, Stu, in your opinion? >> Yes, so John, first of all I look at, we've been tracking Cisco's moves in open source for many years. Dave Wright, Lou Tucker, folks we've had on the CUBE. They're very involved in open stack, they're deeply involved, Kubernetes, Ishdio, Diane Greene on stage. So there was that seed of growth and change, but it didn't really push far enough. Where the critique I've had for Cisco and many of the other big legacy companies, is they haven't really embraced cloud as fast as they could. It's good to see where Cisco is and where they're trying to bring their ecosystem. The exciting stuff has been right here, in the DevNet zone. How many events do we go to and companies we talk to? "Oh we need to be relevant to all "these developers out there," well, Susie and her team here, they've got a platform, they've got 500 thousand developers on it. John, you and I interviewed one little startup's netnology. A buddy of mine, actually, Jason Ellerman, worked for this other company called Network to Code. They've got this whole little incubator section here in the DevNet zone. These are hardcore networking people helping to bridge that gap between the network and the developer world. It's open APIs, it's all the things we've been talking about and that really does set the stage for Cisco to help, not only itself, but it's very large channel and partner ecosystem move further into this new, cloud native world. >> I want to get your thoughts real quick. I know we've got to get in day two but, if you look at Cisco, they've done a lot of things early. The human network, they've had telepresence. So they've hit megatrends, but they misfired on timing. The timing-- >> IOT is another >> IOT, they misfired on timing. But again, they had the network to fall back on, which is a core asset and core competency. But if you look at the timing of what they're doing right now, as Pat Gelsinger would say, "You get on the right wave" and what DevNet, to me, proves, Stu, is your point, is that Cisco's on the Cloud Native wave and they have a clear visibility for their network engineers, not to feel like they're not relevant and they have to retrain to learn how to code. What's important and we talked about it yesterday, is that network engineers are instrumental powering. And they're the tier one people. Now, with Cloud Native, there's a path where they can extend their career, not pivot, or reset, it's just becoming more powerful. So if you can be a network engineer, and then code with Cloud Native, you've got the best of both worlds, the power base extends. It's not like "I need to be retrained, my job's going away." No, no, your job is expanding. This is what DevNet has tapped into with DevNet Create, your reaction. >> Well when cloud exploded, everybody wanted infrastructure as code, and to your point, Stu, you remember when IBM launched Bluemix, like "We need developers." You know, Dell, HPE, Lenovo, these companies don't have a strong developer community, even Oracle kinda lost its way with developers. Here comes Cisco allowing Cisco engineers to do infrastructure as code, it's a huge leverage, it's an amazing-- >> Yeah Oracle should take a playbook out of what Cisco's doing, Stu, your thoughts. >> Yeah, absolutely, there's a lot of training. One of the strengths, actually, if you look at this community, it's about training, we talked about it in our open yesterday, John, when you walk in, there's this giant bookstore, people are excited, it's their career and they've been hearing for the last five years, up, you know. Automations gonna kill your job. That the machines are gonna kill your job. They're jumping in and most of them, at least, are understanding that they need to adjust what they're doing, learn, move forward, and embrace some of these options. >> Well, and it's not just, as we were talking earlier, John, it's not just learning python as a generalist, it's applying it specifically to Cisco infrastructure and actually getting stuff done, moving from command line interfaces to a much more facile development environment. Driving value through developer productivity and increasing value up a stack. >> Yeah as Diane Greene said yesterday in the keynote from Google Cloud is mind blowing experiences. I think Cisco is in a great position, they got a lot of core things going on, it's a position of strength. Can they execute, can they secure that network security, can they have that extensibility and the programmability in the network I think is core. I think DevNet's an indicator. Everything else will fall into place, in my opinion, so, day two Dave, thanks for joining us. >> My pleasure, thanks for having me. >> We'll have Dave Alante in the CUBE throughout the day, he's also gonna go out and get some stories. Wrapping it up here on the intro, day two begins. This is the CUBE, thanks for watching. Be right back with more after this short break. (techno music)

>> Narrator: Live from the Javits Center in New York City. It's the Cube, covering the Inforum 2017. Brought to you by Infor. >> We are wrapping up the Cube's day two coverage of conference here in New York City at Inforum. My name is Rebecca Knight, along with my cohost Dave Vellante. We're joined by Dan Barnhardt. He is the Infor Vice President of Communications. Thanks so much for joining us. >> Yes, thank you for having me. Thank you for being here two days in a row. >> It's been a lot of fun. We've had a great time. So yeah, congratulations, it's been a hugely successful conference, a lot of buzz. Recap it for us, what's been most exciting for you? >> Sure, this was our second year having a forum in New York, which is our home town. I think it was a more exciting conference than last year. We unveiled some incredible development updates, led by Coleman, our AI offering, which is an incredible announcement for us, as well as Networked CloudSuites, which takes the functionality from our GT Nexus commerce network, and bakes it into our CloudSuites, the mission critical industry CloudSuites, that we offer on the Amazon Web Services cloud. Those were really exciting developments, as well as some other announcements we made with regard to product. And then, in addition to product, we had a lot of customer momentum that we shared. Last year, we had customers like Whole Foods and Travis Perkins up here. We continued the momentum with big enterprise customers making big bets on Infor, led by Koch Industries who invested more than two billion dollars this year at Infor, and are now modernizing their human resources and their financial operations with Infor CloudSuites. Moving to the cloud HR for 130,000 employees at Koch Industries which is an incredible achievement for the product, and for cloud HR. And, that's very exciting, as well as other companies like FootLocker, which were recognized with the Innovation Award for our Progress Makers Award. They're using talent science, data science to power their employees, not to power their employees, but to drive their employees towards greater productivity and greater happiness, because they've got the right people in the right fit for FootLocker, that's very exciting. And, of course, Bank of America, our Customer of the Year, which uses our HR solutions for their workforce, which obviously is exceptionally large. >> Yes, there was a great ceremony this morning, with a lot of recognition. So, let's talk a little bit more about Coleman, this was the big product announcement, really the first product in AI for Infor. Tell us a little bit about the building blocks. >> For certain. We have a couple of AI offerings now, like predictive hotel pricing, predictive demand and assortment planning in retail, but we have been building towards Coleman and what we consider the age of networked intelligence for multiple years. Since we architected Infor CloudSuite to run mission critical ERP in the cloud, we developed the capability of having data, mission critical data that really runs a business, your manufacturing, finance, distribution core functions, in the cloud on AWS, which gives us hyper-scale compute power to crunch incredible data. So, that really became possible once we moved CloudSuite in 2014. And then in 2015, we acquired GT Nexus, which is a commerce network that unites, that brings in the 80 percent of enterprise data that lies outside the four walls, among suppliers, and logistics providers, and banks. That unified that into the CloudSuite and brought that data in, and we're able to crunch that using the compute power of AWS. And then last year at Inforum, we announced the acquisition of Predictix, which is a predictive solutions for retail. And when building those, Predictix was making such groundbreaking development in the area of machine learning that they spun off a separate group called Logicblox, just to focus on machine learning. And Inforum vested heavily, we didn't talk a lot about Logicblox, but that was going to deliver a lot of the capabilities along with Amazon's developments with Lex and Alexa to enable Coleman to come to reality. So we were able then to acquire Birst. Birst is a BI program that takes, and harmonizes, the data that comes across CloudSuite and GT Nexus in a digestible form that with the machine learning power from Logicblox can power Coleman. So now we have AI that's pervasive underneath the application, making decisions, recommending advice so that people can maximize their potential at work, not have to do more menial tasks like search and gather, which McKenzie has shown can take 20 percent of your work week just looking for the information and gathering the information to make decisions. Now, you can say Coleman get me this information, and Coleman is able to return that information to you instantly, and let you make decisions, which is very, very exciting breakthrough. >> So there's a lot there. When you and I talked prior to the show, I was kind of looking for okay, what's going to be new and different, and one of the things you said was we're really going to have a focus on innovation. So, in previous Inforums it's really been about, to me anyway, we do a lot of really hard work. We're hearing a lot about acquisitions, certainly AI and Coleman, how those acquisitions come together with your, you know, what Duncan Angove calls the layer cake, you know the wedding cake stack, the strategy stack, I call it. So do you feel like you've achieved those objectives of messaging that innovation, and what's the reaction then from the customer base? >> Without a doubt. I wouldn't characterize anything that we said last year as not innovative, we announced H&L Digital, our digital transformation arm which is doing some incredible custom projects, like for the Brooklyn Nets, essentially money balling the NBA. Look forward to seeing that in next season a little bit, and then more in the season to come. Some big projects with Travis Perkins and with some other customers, care dot com, that were mentioned. But this year we're unveiling Coleman, which takes a lot of pieces, as Duncan said sort of the wedding cake, and puts them together. This has been a development for years. And now we're able to unveil it, and we've chosen to name it Coleman in honor of Katherine Coleman Johnson, one of the ladies whose life was told in the movie Hidden Figures, and she was a pioneer African-American woman in Stem, which is an important cause for us. You know, Infor years ago when we were in New Orleans unveiled the Infor Education Alliance program so that we can invest in increasing Stem education among young people, all young people with a particular focus on minorities and women to increase the ranks of underrepresented communities in the technology industry. So this, Coleman, not only pays honor to Katherine Johnson the person, but also to her mission to increase the number of people that are choosing careers in Stem, which as we have shown is the future of work for human beings. >> So talk a little bit more about Infor's commitment to increasing number to increasing, not only Stem education, but as you said increasing the number of women and minorities who go into Stem careers. >> Certainly. We, you know Pam Murphy who is our chief operating officer, this has been an incredibly important cause to her as well as Charles Phillips our CEO. We launched the Women's Infor Network, WIN, several years ago and that's had some incredible results in helping to increase the number of women at Infor. Many years ago, I think it was Google that first released their diversity report, and it drew a lot of attention to how many women and how many minorities are in technology. And they got a lot of heat, because it was about 30, 35 percent of their workforce was female, and then as other companies started rolling out their diversity report, it was a consistent number between 30 to 35 percent, and what we identified from that was not that women are not getting the jobs, it's that there aren't as many women pursuing careers in this type of field. >> Rebecca: Pipeline. >> Yes. So in order to do that, we need to provide an environment that nurtures some of the specific needs that women have, and that we're promoting education. So we formed the WIN program to do that first task, and this year on International Women's Day in early March, we were able to show some of the results that came from that, particularly in senior positions, SVP, VP, and director level positions at Infor. Some have risen 60 percent the number of women in those roles since we launched the Women's Infor Network just a couple of years ago. And then we launched the Education Alliance Program. We partnered with institutions, like CUNY the City University of New York, the New York Urban League, and universities now across the globe, we've got them in India, in Thailand and China, in South Korea to help increase the number of people who are pursuing careers in Stem. We've also sponsored PBS series and Girls Who Code, we have a hack-athon going on here at Inforum with a bunch of young people who are building, sort of, add-on apps and widgets that go to company Infor. We're investing a lot in the growth of Stem education, and the next generation. >> And by the way, those numbers that you mentioned for Google and others at around 30, 34 percent, that's much better than the industry average. They're doing quote, unquote well and still far below the 50 percent which is what you would think, you know, based on population it would be. So mainly the average is around, or the actual number's around 17 percent in the technology business, and then the other thing I would add is Amazon, I believe, was pretty forthcoming about its compensation, you know. >> Salesforce really started it, Marc Benioff. >> And they got a lot of heat for it, but it's transparency is really the starting point, right? >> It was clear really early for companies like Salesforce, and Amazon, and Google, and Infor that this was not something that we needed to create talking points about, we were going to need to effect real change. And that was going to take investment and time, and thankfully with leadership like Charles Phillips, our CEO, and Marc Benioff were making investments to help make sure that the next generation of every human, but particularly women and minorities that are underrepresented right now in technology, have those skills that will be needed in the years to come. >> Right, you have to start with a benchmark and then know where you're moving from. >> Absolutely, just like if you're starting a project to transform your business, where do you want to go and what are the steps that are going to help you get there? >> Speaking of transforming your business, this is another big trend, is digital transformation. So now that we are at nearing the end of day two of this conference, what are you hearing from customers about this jaunting, sometimes painful process that they must endure, but really they must endure it in order to stay alive and to thrive? >> Without a doubt. A disruption is happening in every industry that we're seeing, and customers across all of the industries that Infor serves, like manufacturing, healthcare, retail, distribution, they are thinking about how do we survive in the new economy, when everything is digital, when every company needs to be a technology company. And we are working with our customers to help first modernize their systems. You can't be held back by old technology, you need to move to the cloud to get the flexibility and the agility that can adapt to changing business conditions and disruptions. No longer do you have years to adapt to things, they're happening overnight, you must have flexible solutions to do that. So, we have a lot of customers. We just had a panel with Travis Perkins, and with Pilot Flying J, who was on the Cube earlier, talking about how their, and Cook Industries our primary investor now, talking about how they're re-architecting their IT infrastructure to give them that agility so they can start thinking about what sort of projects could open up new streams of revenue. How could we, you know, do something else that we never thought of, but now we have the capability to do digitally that could be the future of our business? And it's really exciting to have all the CIOs, and SVPs of technology, VPs of technology, that are here at Inforum talking about what they're doing, and how they're imagining their business. It's really incredible to get a peek at what they're doing. >> You know, we were talking to Debbie earlier. One of the interesting things that I, my takeaway is on the digital transformation, is you know, we always say digital is data and then what we talked about was the ability to traverse industry value change, not just vertically but horizontally. Amazon buying Whole Foods is a perfect example, Amazon's a content company, Apple's getting into financial services. I wonder if you could comment on your thoughts on because you're so deep into micro-verticals, and what Debbie said was well I gave a consumer package good example to a process manufacturing company. And they were like what are you talking about, and she said look, let me connect the dots and the light bulbs went off. And they said wow, we could take that CPG example and apply it, so I wonder when we talk about digital transformation, if you see or can foresee your advantage in micro-verticals as translating across those verticals. >> Without a doubt. We talk about it as adjacent innovation. And Charles points back to an example, way back from the creation of the niche in glass, and how that led to additional businesses and industries like eyeglasses and fire preparedness, and we look at it that way for certain. We dive very deep into key industries, but when we look at them holistically across and we say oh, this is happening within the retail industry, we can identify key functionality that might change the industry of disruption, not disruption, distribution. Might disrupt the distribution industry, and we can apply the lessons learned by having that industry specialization into other industries and help them realize a potential that they weren't aware of before, because we uncovered it in one place. That's happening an awful lot with what we do with retail and assortment planning and healthcare. We run 70 percent of the large hospitals in the US, and we're learning a lot from retail and how we might help hospitals move more quickly. When you are managing life and death situations, if you are planning assortment or inventory for those key supplies within a hospital, and you can make even small adjustments that can have huge impact on patient care, so that's one of the benefits of our industry-first strategy, and the adjacent innovation that we cultivate there. >> I know we're not even finished with Inforum 2017, but we must look ahead to 2018. Talk a little bit about what your goals for next year's conference are. >> For sure. You're correct, we're not finished yet with Inforum. I know everyone here is really excited about Bruno Mars who's entertaining tonight, but we are looking forward to next year's conference as well, we're already talking about some of the innovative things that we'll announce, and the customer journeys that are beginning now, which we'd like to unveil there. We are going to be moving the conference from New York, we're going to move to Washington DC in late-September, September 24th to 27th in Washington DC, which we're very excited about to let our customers, they come back every year to learn more. We had seven thousand people attending this year, we want to give them a little bit of a variety, while still making sure that they can reach, you know, with one stop from Europe and from Asia, cause customers are traveling from all over the world, but we're very excited to see the growth that would be shared. This year, for instance, if you look at the sponsors, we had our primary SI partner Avaap was platinum partner last year. In addition to Avaap this year, we were joined by Accenture, and Deloitte, Capgemini, Grant Thorton, all of whom have built Infor practices over the last 12 months because there's so much momentum over our solutions that that is a revenue opportunity for them that they want to take advantage of. >> And the momentum is just going to keep on going next year in September. So I'll see you in September. >> Yeah, thank you very much. I appreciate you guys being here with us for the third year, second year in a row in New York. >> Indeed, thank you. I'm Rebecca Knight for Dave Vellante, we will have more from Inforum 2017 in a bit.

(upbeat synthesized music) >> Announcer: Live from the Javits Center in New York City, it's The Cube, covering Inforum 2017. Brought to you by Infor. >> Welcome back to The Cube's live coverage of Inforum, I'm your host Rebecca Knight, along with my co-host, Dave Vellante. We're joined by Pam Murphy, she is the Infor COO, thanks so much for coming on the program-- >> Thank you for having us, thank you. >> So you're hosting for the third time, a special session devoted to WIN, the Women's Infor Network. Tell us a little bit about this session and who are the guests and what we can expect. >> Yes, absolutely, so as you said, it's our third year hosting it. It's a very popular session, it's the only non product session of the entire conference and open to everybody, men and women. We always have a fantastic lineup of speakers and this year is no different. So the way we work it is we do a combination of TED Talks and panel sessions so we've got Tan Lee, who's the founder of Emotiv brain augmentation technology. And then we've got Reshma Saujani who's the founder of Girls Who Code. She's done great stuff in terms of pioneering STEM and getting girls to code. So she's going to talk us through her work, if you will, in training so many girls to code and how she wants girls to adopt, and behaviors she wants them to exhibit in this industry. And then we've got what will be I'm sure a lively panel with Ambassador Susan Rice and Farah Pandith and we're going to be talking about the government's ability to manage the terrorism that we're seeing today and we're going to be talking counter terrorism, we're going to be talking about what lessons are we learning from what's going on in Europe and what is the role in technology in helping curb terrorism. So that's going to be an exciting and interesting session. And then we're going to have Dr. Jill Biden come in and hopefully lighten up the session and talk about resilience and leadership today, so very exciting, very much looking forward to it. It's 11 AM tomorrow morning in the Special Events Hall, and hopefully it will be good if not better than the last two years. >> Rebecca: And we're going to have many of those guests on our program >> Yes. >> after that too. So why, what is the purpose of it? It sounds like a great session and it's going to be enlightening and exciting to hear all those women talk, but what is your goal in gathering this group of women? >> I guess I should go back to the founding of WIN. So I started WIN probably over four or five years ago at this point and its purpose was to just galvanize and bring women together, allow forum in which they could mentor each other and where we could work on the advancement of women within the organization. It's something that as I traveled through the offices, people have been asking me a lot to create that forum, create that environment and so we've got hundreds of WIN chapters around the globe with thousands of women participating. So we have very regular sessions and we talk about topics that are relevant to women and also just about advancing their careers and given that at a forum we have so many thousands and thousands of not only our own Infor WIN members but also customers, we just thought it was a great opportunity to have one of our sessions at Inforum and invite inspiring female speakers to come and talk to us about their experiences, how they got to be where they are, the challenges that they met along the way. So what's interesting is that the only WIN or female aspect of the session is the fact that every speaker on stage is female. Outside of that, that's where the relevance ends in the sense that it really is talking to topics that is applicable to everyone. So that's why it is just a topic and an audience that appeals to everybody, men, female, old, and young. >> So these sessions are always interesting and inspiring. What kind of impact have they had? Can you share with us any results? >> Absolutely, so we have, first of all they're very inspirational for everybody attending and I've had customers, not only our own employees, but I've had customers reach out to me and say that they were inspired by a story and it caused them to take action and change in their life. And before they may have felt something but they heard from somebody else saying that how they overcame it and it caused them to honestly take change within their own lives and their own organizations. So for customers, partners, whoever's attending, it just, to hear from someone else, you often have the perception with these speakers that they have this fantastic upbringing, fantastic education, they're successful because it's a function of that. Well actually that's not often the case. People have had a hard upbringing or they've met a lot of challenges around the way and it's how they overcame those challenges and the resilience that they brought into the mix is what inspires people. So really that's what I would say people get out of it, and often spawning from that, we often end up as well tailoring programs or development techniques which we feel would be of benefit to folks beyond that. So one of our speakers last year prompted a big thought about diversity and how we should be dealing with ways in which we may be dismissive of certain topics or abrasive to people, so it's thought provoking and it inspires action, which is obviously what we want to get out of it. >> We funded a nonprofit initiative last year in partner with another journalism outfit, The GroundTruth, to study women in tech and we presented at the, we had The Cube at the Grace Hopper Conference and some of the things that came out of that, I wanted to comment, chief data officers actually have a disproportionately higher percentage of women, maybe it's 'cause it's such a thankless job and they're (laughing) wiling to take it on. And then we found cyber bullying had a very negative effect on the participation of women in tech which is about 17% of the women. And then of course the salary disparity, one of the areas that we found was most egregious was Cambridge, Mass, now this is supposed to be a progressive, relatively liberal area. >> Our hometown. >> And it was huge, our hometown, very high disparity of low participation of women in tech. Any thoughts on that data and what kind of progress you'd like to see us make as an industry? >> I'm hopeful of the fact that the next generation will look back on where technology is now from the perspective of the low representation of women and that whole diversity factor and look on it as being a non-issue. I'm hopeful in the sense that, I don't think it's going to be as pronounced as we have it now. I think we're doing a far better job of going out to colleges, to institutions, and enabling girls and providing girls with coding courses. So I'm hoping it's not going to be a longterm issue for us. From our perspective, to your point, we look at the various line of businesses and functions within our organization and we see where is the disparity arising and where do we need to focus? And so interestingly enough, if you look at G&A functions or if you look at marketing functions, it's 50/50, right, in terms of representation, but there's definitely certain functions where either the nature of what they're doing or if it's a high travel related function, meaning you're away for long periods of time, there are certainly the areas I think which don't have as equal distribution in terms of men, and for those really, we've been working on creating programs to ease those burdens that may be had, or else promote them positively where it literally is an unconscious bias, if you will. It's a long topic, for sure, that I could go on about for a long period of time but I just think it's constant, looking at unconscious biases, it's looking at ways in which we feel that there's fairness, if you will, into the equation. And a lot of the time I honestly feel that it's not conscious, if you will, and it therefore just needs to be looked at specifically at ways and means in which that could be addressed or tackled. >> So as a successful woman in technology, COO at a major technology company, what advice do you have for that young woman who wants to get into technology but is dispirited by the headlines and by what appears to be a very macho culture where there is vast salary discrepancies? >> Yeah, it's unfortunate that that has come out all too much more frequently and with volume in the last six months for the companies that we're aware of. But I would say, I personally haven't experienced that, and I'm personally of the view that, by the way, I never meant to end up in this industry, so I look back and think how on Earth did I actually get here, but I think you have to be willing to take risks and you have to be wiling to dismiss a lot of what you hear and look on the fact that there is a lot of very successful women, even within Infor. Since we started WIN, we have had a huge increase in the amount of SVPs and VPs within our organization. I think it's something like a 60% increase in terms of who we have. There is so much more women in very, very senior roles now than we've ever had before, so I'm hopeful that it is changing. I hope that some recent coverage and recent events have not, will not create a longterm impact, but I think people just need to look and see with the tech industry booming, with the way in which people are being compensated, that it's a good industry in which you can be very successful and do great things. >> Dave: And cloud helps. >> Yeah. >> It does. >> Yeah. >> There are far more women at application oriented shows than there are infrastructure oriented, 'cause hardware guys are hardware guys. I don't know why, like mechanics, other than Mona Lisa Vito, mostly hardware people. But let's shift gears a little bit and talk about the global alliances. You are running that initiative here. These are folks that we haven't typically seen at Inforum but they're coming out of the wood works, what's going on, what's driving that? >> Yeah first of all we have a fantastic base of existing partners who had great successes in implementing Infor applications for their customers and so but with the growth that we've been seeing, honestly, in our business, over the last number of years, we just need to have more and more delivery capacity to create more choice for our customers as to who they can go to to implement our software. And if you think about the move to the cloud and if you think about digitalization and the fact that every customer is becoming more consumed and obsessed with technology because it's changing their businesses so fundamentally, they do want the option and the choice of having the large global system integrators, digital integrators, that they can go to do massive transformation work and business process re-engineering and program management and change management. And so for us it was important to form good reliances with the Deloittes, the Accentures, the Caps, and the Grant Thorntons in order to provide that larger ecosystem of transformational services that we can offer to our customers. So it's great, they're all platinum sponsors here at Inforum this year and there's over a hundred very senior executives and managing directors from those four. And we're just very excited about the extent and pace to which they're building out Infor practices, so it's great. >> I have to ask you, so don't hate me for saying this, but those guys love to pig out on big complicated ERP implementations that take two and three years. Is that world just going away and it's moving toward more of a digital transformation and a whole new line of thinking and that's why there's a good fit with Infor or is it something else? >> I think they understand and know that the older days of a company spending $100 million on an ERP implementation are gone, that's really not acceptable anymore. It's absolutely not our strategy, as you know from being here at the conference, our strategy is around creating industry specific end to end suites which don't require modifications and which are purpose built for the cloud. And so that is very clear to them and they understand that and are embracing the concept because they realize that cloud is an enabler, it's just another deployment method, but fundamentally it's about helping the customers take advantage of that technology and transform their businesses and to do that, it requires a lot more than software. And so they're changing, our industry is changing. Steve talked to the point of the stage today that the cost of technology is becoming very low and that therefore the permeation of technology in everything we do is going to be so prevalent. So it's understood and for them, it's more about helping our customers get to that digital age and being able to transform their businesses to cope with the changing technology. >> Are you satisfied with the pace? >> Pace of? >> Of the change, of getting people to the cloud. Do you feel there is, is the momentum there? >> Well we've seen huge growth in our sector. We have completely tipped the balances. I would have said, obviously it's been coming, it's like Salesforce.com and companies who basically do certain applications in the cloud and for us, we're different because we have complete end to end suites in the cloud, mission critical applications. And so our business has grown enormously over the course of the last three years and I think now it's mainstream, if you will. And so we're very pleased and happy. We have a lot of customers who have made, obviously we have over 8,400 customers now already there. And the pace is increasing. And it's just a continuous effort for the customers who haven't gone already, helping them understand what they need to do to get there, and that's what we've been doing in spades for the last couple of years. >> Great, well Pam Murphy, thanks so much for joining us. >> Thank you. >> We really appreciate it. >> Thank you. >> I'm Rebecca Knight, for Dave Vallente, we will have more from The Cube's coverage of Inforum 2017 just after this. (upbeat synthesized music)

(upbeat music) >> Announcer: Live from San Francisco, it's theCUBE, covering DevNet Create 2017. Brought to you by Cisco. >> Hello, everyone, and welcome back to our live coverage from theCUBE exclusive, two days with Cisco's inaugural DevNet Create event. I'm John Furrier, with my co-host, Peter Burris, who's the general manager of Wikibon.com, and head of research for SiliconANGLE Media. We're talking with Susie Wee, who is the vice president and CTO of Cisco's DevNet, the creator of DevNet, the developer program that was started as grassroots, now a full-blown Cisco developer program. Now starting another foray into the cloud-native open-source community with this new event, DevNet Create. Welcome to theCUBE, thanks for joining us. >> Thank you, John. >> Thanks for having us. We love going to the inaugural events because they're always the first, and you know, being bloggers, and media, you got to be first. First news, first comments. >> Susie: Always first. >> Always first, and we're the only media here, so thank you. >> Susie: Thank you. >> So tell us about the event (Susie chuckles). You're the host and the creator, with your team. >> Susie: Yes. >> How did this come together, why DevNet Create? You have DevNet, this event is going extremely well, tell us. >> Awesome, so, yeah, so we have DevNet, we've had DevNet for about three years. It was actually exactly three years ago that we had our first DevNet Zone, a developer conference at Cisco Live, three years ago. And there, we felt like we pretty squarely hit... We've had successes there, we've had a pretty strong handle on our infrastructure audience, but what we see is that there's this huge transition, transformation going on in the industry, with IoT and cloud, that changes the definition of how applications meet infrastructure. And so this whole thing with, you know, applications, what is an application? What is the infrastructure? The infrastructure is now programmable, how can apps interact? It opens up a whole new world, and so what we did was we created DevNet Create as a standalone developer conference focused on IoT and cloud to focus on that transformation. >> And a lot of industry trends kind of going on, and moves you're making, it's the company, or you, Cisco is making, AppDynamics, big acquisition, kind of speaks to that, but also, there's always a natural progression for Cisco to have moving up the stack with software, but IoT gives you guys a unique opportunity with the network concept. So, making it network programmable, infrastructure as code, as some say in the DevOps world, is the ethos. >> Absolutely. >> How do you guys see yourselves engaging with the community, and what are some of the plans, and what's some of the feedback you're getting here at the event? >> So what we've done here at the event is that, you know, as you've seen from the channel is that, our content is 90% from the community, maybe 10% from Cisco, 90% from the community, because we believe it is all about the ecosystem. It's about how applications meet the infrastructure, it's the systems people are building together. And there's a lot of movement in developing these technologies. We don't know the final form of how an IoT app... Like, who's going to build the app, who's going to build the users, who's going to run the service, who's going to run the infrastructure? It's all still evolving, and we think that the community needs to come together to solve this to make the most of the opportunity. And so that's what, really, this is all about. And then, we think it actually involves learning the languages, making sure that the app folks know the language of the infrastructure folks. They don't have to become experts in it, but just knowing the language. Understand what part's programmable, what part's not, what benefit can you derive from the infrastructure. And then, by really having knowledge of what you can get across, and creating a forum for people to get together to have this conversation, we can make those breakthroughs. >> So just a clarification, you said that 90% of the sessions are non-Cisco, or from the community, and only 10% from Cisco? >> Susie: That's right. >> Is that by design? >> That is absolutely by design. So, when we have the DevNet Zone at Cisco Live, that's all about all of Cisco's products, platforms, APIs, bringing in the community to come and learn about those, but DevNet Create was really, squarely for IoT and app developers, IoT app developers, cloud developers, people working on DevOps, to look at that intersection. So we didn't go into all the gory details of networking, like we very much like to do, but we were really trying to focus on, "What's the value to application developers, "and what are the opportunities?" >> Well, it's interesting because, Susie, we're in the midst, as you said, of a pretty significant transformation, and there's a lot of turbulence, not only in business and how business conceives of digital technology, and the role it's going to play, the developer world, cloud-this, cloud-that, different suppliers, but one of the anchor points is the network, even though the network itself is changing, >> It is. >> in the midst of a transformation, but it's a step function. So, you go from, on the wireless, go outside, 1G to 3G, to 5G, et cetera, that kind of thing, but how is the developer going to inform that next step function in the network, the next big transformation in the network, and to what degree is this kind of a session going to really catalyze that kind of a change? >> Absolutely. So, what happens is, you're right, it's something that we all know, all app developers know, and actually, every person in the world knows, the network is important. The network provides connectivity, the network is what provides Internet, data, and everything there. That's critical to apps, but the thing that's been heard about it is it's not programmable. Like, you kind of get that thing configured, it's working now, you leave it. Don't touch it. >> It's still wires. In the minds of a lot of people, (Susie laughs) it's still wires, right? >> It is, it's wires, or even if it's wireless, once you can get it configured, you leave it. You're not playing with it again, it's too, kind of, dangerous or fragile to change it. >> Because of the sensitivity to operational... >> Because of the sensitivity to operations. The big change that's happening is the network is becoming programmable. The network has APIs, and then, we have things like automation and controller-based networking coming into play, so you don't actually configure it by going one network device at a time, you feed these into a controller, and then, now you're actually doing network-wide commands. That takes out the human error, it actually makes it easy to configure and reconfigure. And when you have that ability to provision resources, to kind of reset configurations, when you can do that quickly through APIs, you suddenly have a tool that you never had before. So let me give you an example. So let's say that you're in a building, you have your badging systems, your automated elevators, you have your surveillance cameras, you want to put out a new security system with surveillance cameras. You don't want to put that on the same network segment as your vending machines. You have a different level of security required. Could put in a work order to say... >> Unless you're really worried about who's stealing from the vending machines. (all laugh) >> So what you can do, now that it's programmable, is use infrastructure as code, is basically say, "Boom, give me a new network segment, "let me drop these new devices onto it, "let the programmable network automatically create "a separate network segment that has "all of these devices together." Then you can start to use group-based policy to now set, you know, the rules that you want, for how those cameras are accessed, who they're accessible by, what kind of data can come in and out of it. You can actually do that with infrastructure as code. That was not a knob that app developers had before. So they don't need to become networking experts, but now they have these knobs that they can use to give you that next level of security, to give you that next level of programmability, and to do it at the speed that an app developer needs. >> So I was talking to Steve Post-y earlier this morning, and he's from Redhead, he's a lead developer, he's not a network guy, he's self-proclaimed, "Hey, I'm not a networking person, I care about apps," and he's a developer, and he brought up something interesting I want to get your thoughts on. I think you're onto something really big with your vision, which is why we're so pumped about it, and he brought up an example of ecosystem's edges, and margins of the edge of these, that when they come together, creates innovation opportunities. And he used the example of data science meets cloud. And what he was using in particular was the example of most data people in the old days were data jocks, they did data, they did things, and they weren't really computer scientists, but as those two communities came together, the computer scientist saying, "Hey, I don't know about data," and the data guy's like, "Hey, you know about algorithms," "I know about algorithms," so innovation happened when that came together. What you're doing here, if I got this right, is you're saying, "Hey, DevNet's doing great," from a Cisco perspective, "but now this whole new creative innovation world "in the cloud is happening in real time. "Bring 'em together, "so best of Cisco knowledge to the guys who don't want to be (chuckles) "experts in that can share information." Is that kind of where this is going? >> Yeah, that's exactly where it's going, and same example, earlier in my career, I was working on sending video over networks, and then you had the networking people doing networking, you had the video people doing video compression, but then video networking, or streaming media, kind of, oh, you can put, you know, your knowledge of the compression and the network all together, so that kind of emerged as a field. The same thing, so, so far, the applications, and the infrastructure, and IT departments have been completely separate. You would just do the best you can, it was the job of IT to provide it, but now, suddenly there's an opportunity to bring these together. And it's, again, it's because the infrastructure's becoming programmable, and now it has knobs and can work quickly. So, yes, this is kind of new ground. And things could continue the way they are, right? And it's okay, we're getting by, but you just won't be realizing the potential of the real kind of... >> Well, open-source has clearly demonstrated that the collective intelligence of communities can really move fast, and share, and it's now tier one, so you're seeing companies go public, MuleSoft, Cloudera, and the list goes on and on. So now you have the dynamic of open-source, so I got to ask you the question, as you go out with DevNet Create, as this creation, the builders that are out there building apps are going to have programmable networks, how do you see this next leg of the journey? Because you have the foray now with DevNet Create, looks good, really well done, what's next? >> What's next is going on and making the real instances that show the application and infrastructure synergy. So let me just give you a really simple example of something that we're doing, which is that Apple and Cisco have had a partnership, and this partnership is coming together in that we have iOS developers who are writing mobile apps. So you have your mobile apps people are writing, we have iOS 10, your app developers are writing these apps. But everybody knows you run into a situation where your app gets congested on the network. Let's say that we're here in Westfield Mall, and they want to put out an AR/VR app, and you want that traffic to work, right? 'Cause if the mall wants to offer an AR/VR service, it takes a lot of bandwidth to get that data through, but through this partnership, what we have is an ability we have to use an iOS 10 SDK to, basically, business optimize your app so that it can run well on a Cisco infrastructure. So basically, it's just saying, "Hey, this is important, "put it in the highest QoS (John laughs) level setting, "and make your AR/VR work." So it's just having these real instances where these work together. >> I mean, I used to be a plumber back in my day when I used to work at HP, and I know how hard it is, and so I'm going to bring this up, because networks used to be stable and fragile/brittle, and then that would determine what you could do on top of it. But there are things like DNS, we hear about DNS, we hear about configuration management, setting ports, and doing this, to your point, I want dynamic provisioning or policy at any given moment, yet the network's got to be ready to do that. >> You don't want to submit a work order for that. (laughs) >> You don't want to have to say, "Hey, can you provision port, whatever, "I need to send a bunch of bandwidth." This is what we're talking about when we say programmable infrastructure, just letting the apps interface with network APIs, right? >> Absolutely, and I think that, you heard earlier, that with CNCF, the Cloud Native Computing Foundation, just announced CNI, so that what they're doing is now offering an ability to take your kind of container orchestration and take into consideration what's going on in the network, right? So if this link is more congested than that, then make sure that you're doing your orchestration in the right ways, that the network is informing the cloud layer, that the cloud platform's informing the network, so that's going to be huge. >> But do you think, I'm curious, Susie, do you think that we're going to see a time when we start bringing conventions at layer 7 in the network, so we start to parse layer 7 down a little bit, so developers can think in terms of some of those higher-level services that previously have been presentation? Are we likely to see that kind of a thing? As the pain of the network starts to go away, and an explicit knowledge of layer 1-6 become a lot less important, are we going to see a natural expansion at layer 7, and think about distributed data, distributed applications, distributed services, more coherence to how that happens on an industry-wide basis? What do you think? >> Yeah, so let's see, I don't know if I have a view on which layers go away, or which layers compress... >> But the knowledge, the focal point of those? >> But the knowledge, absolutely. So it comes into play, and what happens is, like, what is the infrastructure? In the Internet of things, things are a part of your infrastructure. That's just different. As you're going to microservices, applications aren't applications, they're being written as microservices, and then once you put those microservices in containers, they can move around. So you actually have a pretty different paradigm for thinking about the architecture of applications, of how they're orchestrated, what resources they sit on, and how you provision, so you get a very new paradigm for that. And then the key is... >> But they're inherently networked? >> That's right, that's right. It's all about connectivity, it's all about, you know, they don't do anything without the network. And we're pushing the boundaries of the network. >> These aren't function calls over memory like we used to think about things, these things are inherently networked. We know we have network SOAs, and service levels, and whatnot... >> Susie: There is. >> It sounds like we have... I was wondering, here, at this conference, are developers starting to talk about, "Geez, I would like to look at Kubernetes "as a lower-level feature in layer 7," >> Susie: They are. (laughs) >> "where there's a consistent approach to thinking about "how that orchestration layer is going to work, "and how containers work above that, "because I don't have to worry about session anymore, I don't have to worry about transmission." >> Susie: Absolutely. >> That goes away, so give me a little bit more visibility into some of that higher-level stuff, where, really, the connectivity issues are becoming more obvious. >> Absolutely, and an interesting example is that, you know, we actually talked about AppDynamics in the keynote, and so, with AppDynamics, what kind of information can you get from these bits of code that are running in different places? And it comes into where we have the Royal Bank of Scotland, who's saying, "What's my busiest bank branch "where people are doing mobile banking in the country?" And they're like, "Well, how do I answer that question?" And then you see that, oh, someone has their mobile phone, they take an app, then you actually break it down to how is that request, that API, how is that being, kind of, operated throughout your network. And when you take a look, you say, "Okay, well, this called this "piece of code that's running here. "This piece of code used this API to talk to this other service, to talk to this other," you can map that out, get back the calls of, "Hey, this is how many times this API has been called, "this is how many times this service has been called, "this is the ones that are talking to who," then they came up with the answer, saying that our busiest bank branch is the 9 a.m. Paddington Train Station. >> And that's a great example, because now you gain visibility >> Exactly >> into where the dependencies are, which even if you don't explicitly render it that way, starts to build a picture of what the layers of function might look like based on the dependencies and the sharing of the underlying services. >> That's right, and that's where you're saying, like, "What? The infrastructure just gave me business value (John laughs) "in a very direct way. "How did that happen?" >> John: That's a huge opportunity for Cisco. >> So it's a big... >> Well, let's get in the studio and let's break down the Kubernetes and the containers, 'cause Docker's here, a lot of other folks are here. We've had, also, Abby Kearns, the executive director of Cloud Foundry. We've had the executive director from the Cloud Native Compute Foundation, Dan was here, a lot of folks here in the industry kind of validating >> Yeah, Craig was here. >> your support. Sun used to have an expression, the network is the computer, but now, maybe Chuck Robbins should go for network is the app, or the app is the network, (Susie laughs) I mean, that's what's happening here. The interplay between the two is happening big time. >> It is happening here, yeah. Just every element, every piece of code, what we saw is that this year, developers will write 111 billion lines of code. You think about that, every piece of... >> Peter: That we know about. (chuckles) >> That we know about, there's probably more. (chuckles) and all of that, you're right, these are broken up into pieces that are inherently networked, right? They have data, it's all about data and information that they're sharing to give interesting experiences. So this is absolutely a new paradigm. >> Well, congratulations on your success. What a great journey, I know it's been a short time, but I noticed after our in-studio interview, when you came in to share with us, the show, as a preview, Chuck Robbins retweeted one of the tweets. >> Susie: He did. >> And so I got to ask you, internally at Cisco, I know you put this together kind of as a entrepreneurial inside the company, and had support for that, what is the conversation you have with Chuck and the executive team about this effort? Because they got to see a clear line of sight that the value of the network is creating business value. What are some of the internal conversations, can you give us a little bit of color without giving away all the trade secrets? >> Yeah, well, internally, we're getting huge support. Chuck Robbins checks in on this, he actually has been checking in saying, "How's it going?" Rowan Trollope sending, "Hey, how's it going? "I heard it's going great." >> Did he text you today? >> Chuck did a couple days ago. >> John: Okay. (chuckles) >> And then Rowan, today, so, yeah, so we have a lot of conversation. >> Rowan's a CUBE alumni, Chuck's got to get on theCUBE, (Susie laughs) Rowan's been on before. >> Yeah, so they're all kind of checking in on it. We have the IoT World Forum going on in parallel, in London, so, otherwise, they would be here as well. But they understand... >> John: There's a general excitement? This is not a rogue event? >> There's huge excitement. >> This is not, like, a rogue event? >> It's not, it's not, and what happens is... They also understand that we're talking about bringing in the ecosystem. It's not just a Cisco conversation, it is a community... >> Yeah, you're doing it right, you're not trying to take over the sandbox. You're coming in with respect and actually putting out content, and learning. >> Putting out content, and really, it's all about letting people interact and create this new area. It's breaking new ground, it's facilitating a conversation. I mean, where apps meet infrastructure, it's controversial as well. Some people should say, "They should never meet. "Why would they ever meet?" (Susie and John laugh) >> So, we do a lot of shows, I was telling Peter that, you know, we were at the first Hadoop Summit, second Hadoop World, with Cloudera, when they were a small startup, Docker's first event, CubeCon's first event, we do a lot of firsts, and I got to tell you, the energy here feels a lot like those events, where it's just so obvious that (chuckles) "Okay, finally, programmable infrastructure." >> Well, I'll be honest, I'm relieved, because, you know, we were taking a bet. So, you know, when I was bouncing this idea off of you, we were talking about it, it was a risk. So the question is, will it appeal to the app developers, will it appeal to the cloud developers, will it appeal overall? And I'm very relieved and happy to see that the vibe is very positive. >> Very positive. >> So people are very receptive to these ideas. >> Well, you know community, give more than you take has always been a great philosophy. >> I'm always a little paranoid and (John laughs) nervous but I'm very pleased, 'cause people seem to be really happy. There's a lot of action. >> There are a lot of PCs with Docker stickers on them here. (John laughs) >> There are. (laughs) There are, yes, yes. We have the true cloud, IoT, we have the hardcore developers here, and they seem to be very engaged and really embracing... >> Well, we've always been covering DevOps, again, from the beginning, and cloud-native is, to me, it's just a semantic word for DevOps. It's happening, it's going mainstream, and great to see Cisco, and congratulations on all your work, and thanks for including theCUBE in your inaugural event. >> Susie: Thank you. >> Susie Wee, Vice President and CTO at Cisco's DevNet. We're here for the inaugural event, DevNet Create, with the community, two great communities coming together. I'm John Furrier with Peter Burris, stay tuned for more coverage from our exclusive DevNet Create coverage, stay with us. (upbeat music) >> Hi, I'm April Mitchell, and I'm the senior director of strategy.

>> Announcer: Live, from Boston, Massachusetts, it's The Cube, covering Red Hat Summit 2017. Brought to you by Red Hat. >> Welcome to more of The Cube's coverage of the Red Head Summit 2017, I'm your host, Rebecca Knight. I'm joined today by DeLisa Alexander, she is the Chief People Officer here at Red Hat and then, joining us also, are the women in Open Source Technology winners. We have Jigyasa Grover and we also have Avni Khatri. So congratulations. >> Thank you. >> Thank you. >> I'm looking forward to hearing more about why you were bestowed with this honor but I want to start with you, DeLisa. >> DeLisa: Thank you. >> Why this award? Why did Red Hat feel that highlighting women and what they're doing in Open Source was worthy and we needed to showcase these women? >> Red Hat believes this is incredibly important. We all know that there are not nearly enough females in the technology industry and as the Open Source leader, we felt like we had a responsibility to begin to make a difference in that way. >> So tell us about the process. How do you find these women? How do you then winnow it down to who deserves it? >> So it's community based. It's a power of participation. >> So it's the Open Source way. >> It is the Open Source way. So the nominees come in from whomever would like to make a nomination. We do have a panel of judges that narrow down the nominations so there's five of each, the academic and the community And then we put it out to the community to vote. And so the community selects our award winners. >> Great, okay. So let's start with you, Anvi. So you, you're based here in Cambridge. >> Anvi: I am. >> And you were talking about how you had a five year goal. >> Yes. So, I was working at Yahoo! at the time and my boss at that time had asked us to make one year, five year, and 10 year goals. And in my five year plan, I had listed I wanted to set up computer labs for underserved populations. I wanted to travel, I wanted to see other cultures and I wanted to bring technology to other cultures. And I went to this awesome conference, the Grace Hopper Conference for Women in Computing. >> The Cube has a great partnership and long-term partnership with Grace Hooper. >> Awesome, it's a great conference. I was there and I met ... I reconnected with some folks and I was so inspired by all the women that were there and I came back and I was looking at my goals and I was like, why do I have to wait five years to do this? And I looked online and I saw that someone I had reconnected with, Stormy Peters at Grace Hopper, was running Kids on Computers and so I emailed her and the rest is really history. I found one of my passions in life is to bring technology to people who don't have access to it and doing it with Open Source so that it's accessible to everyone who needs it. >> So tell me about some of the stories, some of the kids that you're working with, and how it is, in fact, changing their lives. I just got back Monday night from a trip to Oaxaca, Mexico for Kids on Computers. We were there for a whole week. But we were setting up computer labs for these local rural communities. Most of them don't have internet. Some of them are now starting to get internet but what we do is we take donated equipment and grant money and Red Hat has also been ... Has awarded Kids on Computers a grant for contributing to some of the labs we set up last week. But we set up two new labs, we took donated equipment and we purchased equipment in country and we worked in the small towns of Antequera and Constitución. Those are actually the school names. We worked in the city of ... It's a suburb of Oaxaca City, Santa Cruz Xoxocotlán and working with them is really enlightening. So, some of the teachers have never used a computer before. Some of the kids have but most of them have not. So just seeing them trying to use a mouse, learning how to do single-click, double-click and going from the point where they haven't used it to the point where they have and where the understand it and getting to the point where one kid is teaching another kid is just really ... Just seeing that makes you feel, like, wow. I've actually made an impact and then, hopefully, by providing accessed technology and also providing access to educational content. So the offline content pieces for schools that don't have internet, working with a partner of Kids on Computers, Internet in a Box, providing offline Wikipedia, Khan Academy, MEDLINE content, offline books, that we give them a pathway to bettering their own lives and bettering the lives of their communities. >> That's really incredible and it will be this really big leveling of the playing field. >> Yes, I hope so. I really hope so and I am hopeful that will come to fruition 'cause I think education is one of the most sustainable ways to improve communities and I think Open Source is an avenue to get them there. >> Thank you. Jigyasa, so you are the academic winner. You are still a college student and with this wonderful award so congratulations. >> Jigyasa: Thank you so much. >> I want to talk to you. So you went to an all-girls high school in India and then got to university in New Delhi and weren't very happy with what you saw when you got to university. Can you tell us a little bit more. >> So I told you what was at the end. What I see is ... I am doing my undergraduation in Computer Science and Technology. In my batch, 80% of them are boys and the rest, girls, and not much interested in pursuing a career in technology, as such. They're pursuing different stuff like arts, designing, or even going for civil services back home. So when I came, I wanted to actually pursue a career in technology and do something apart from cataclysm. Not just books, but do something so that I can apply the concepts somewhere. We were just studying different mordents of software engineering but I wanted to be a part of a team, which actually implements it. So Open Source was the only way because I had internet, I had a good internet connection, I had a laptop and lots of free time. So one day I came across Pharaoh. The name itself fascinated me because it reminded me of Egyptian mummies and all. So that's how I actually got into Pharaoh. I've been contributing to it since three years now and also been apart of different world wide programs like Google Summer of Code and to give back to the community which has helped me so much, starting right from scratch. I tried to meet 13 rich developers and budding programmers through programs, like one of them is Learn IT Girl. So it pairs females, both mentors and mentees, worldwide. So not only do you get to know about technology but you can also know about their culture by being a team and knowing about how it works, how are their working styles and temperaments. Also, I wanted to be a part of something local so that I could interact with them physically so I'm the Director for Delhi Network of Women who Code which has more than 400 plus members back in New Delhi and I organize code labs, teach them, or randomly give pep talks sot that they do not feel bogged down and have enough to look forward to. It's been a pretty exciting journey, as I say. >> It's just beginning. >> And this is the thing is that we are bombarded with headlines about how difficult it is for women in the technology industry because it is such a male-dominated industry. There's a lot of sexism, there's a lot of discrimination, a lot of biases where people just don't put women and technology together. You think of a technologist, you think of an engineer, you think of a guy. So how do you think that these awards, DeLisa, are changing things? What are your hopes and dreams for women in this sector? >> Well, we've come so far in terms of the way we think about supporting women just in our conference alone. And so, I think that when we're really, really successful we won't need this award anymore. But we have a long way to go between now and then. Women like these women are just so inspiring and by sharing their stories and showing what women can do future generations of girls, hopefully, will be inspired to join. Men will understand the contributions that women are making today and it will help really generate the next leaders in Open Source that are women. >> Anvi, five years from now, what do you hope? How many labs do you hope to have opened? What's your grand plan? >> So we have 22 labs right now, which is so exciting, in five countries. >> In how long? >> So, we're eight years old. We were a 501(c)(3) in 2009, so super exciting. So my hope is that ... We are currently focusing in Oaxaca and we just formed a partnership with a local university down there to provide support because, as we know, technology is just one piece of the puzzle. We need the community, we need the support, we need the education pieces along with the technology to really fulfill the project. So my hope is that ... At this point, we've kind of figured out how to deploy one lab at a time and my hope is that now we can do this at scale. That we can work with local universities, governments, and actually get .... Reach out to kids who need it because I think Oaxaca has one of the lowest literacy rates in all of Mexico. This is definitely communities where most of the kids do not go on to high school and definitely most do not go on to college. So if we can make an impact, show the measure, like be able to measure the impact that we're making, longitudinally, I think that then we can grow and we can scale. So, very hopeful. But this is my passion, right. So it's going back to as a woman, how do you find your passion. I think, find what you're passion is and go for it and that makes things so much easier. And I think there's a lot of opportunities for growth and look for people that will support efforts that you're doing, like DeLisa. And Jigyasa, she's mentoring girls already. >> And I think that that's also a great point too. This is the Open Source way because it is about community building and it's about collaboration and that is also, you're doing these things ... The software is a metaphor for what you're doing in life. >> [Jigyasa and Anvi] Yes. >> Jigyasa, what's next for you? So first, graduate from college, that would be >> Yes. (laughing) >> A big priority. But then where do you hope to work? >> Actually, I want to learn lots and travel the world, know more about everything. That's what Jigyasa means. So Jigyasa means curiousity in Hindi and Sanskrit so I hope I live up to my name and the next few years, I just want to keep the learning mode switched on, be curious, and if I want to do something, at least I'll give it a try so that I do not regret that I never gave a try. So always be curious, interact, and give a try. >> Do you want to continue working in technology or do you want to come to the States? Where do you see your career path? My career path, it's like I'm trying to balance everything. I want to learn more theoretically about computer science and technology. Maybe do a Master's degree further and then move on to industry. Also, I am pretty excited about the research work. I've done a couple of them in Europe, Asbarez, and Canada so I want to do something which is a mix of everything so that it keeps me going. >> Do you see ... These are really social initiatives that you're both working on. Do you see that as sort of a real future for Open Source innovation and technology? We know that Open Source is helping companies grow, get more customers, make more money, improve their bottom lines, but we also see it having this big impact on global and social progress. I mean, how untapped is this, where are we in this? Open Source is a way, it's not a technology, it's a way. It's a way of doing things and thinking about the world. Transparency, using the best ideas, innovating rapidly. We have a lot of complex problems to solve, now and in the future. Using the Open Source way, we will solve those problems more rapidly. Whether it's a technology issue or something entirely outside of technology. >> I agree with that completely. Open Source is a mechanism by which we can accomplsih not just technical innovations, but also social innovations. We have to look at it wholistically. We have to look at the ecosystem wholistically. It's not just technology, it's also society, it's also community, education and how do all the puzzle pieces fit together. JeLisa, we talked a little bit about the challenges of recruiting and retaining women in this industry. What is Red Hat doing to get the best and the brightest and the most talented women engineers? Well, we've come a long way. We have a long way to go. The first thing we wanted to do is to create an ecosystem within Red Hat that was very welcoming and inclusive because if you are recruiting people and they come in and they have an experience that isn't positive, they're going to go right out the door. So the most important thing was shoring up our community and creating an environment. So we focused on that, really, in the beginning. Then we started thinking about outreach. Now, the problem is so complex to solve, right. So we started realizing there's not enough people to outreach to. So now our next step has been to start to go deeper into the school systems and start partnering, We have a partnership with BU and also the city of Boston where we supported girls coming from middle school into a lab environment and doing some fun stuff, they get introduced to technology and we're going to keep our eyes on them and we'd like to recreate this type of experience in multiple places so really go deeper in to help create an interest at the middle school age with girls. Because that's what we understand that's when we need to get them interested. >> And that's when research shows confidence falls off and women, young girls, start raising their hands less in class. >> And all that stuff. Yeah, it's such a difficult issue but we hope that we will make a difference by reaching into the pipeline and then certainly retaining. We develop our women, we really focus on that. We want to support them as leaders and so it's the whole pathway. >> And Jigyasa, are you finding that your mentorship is making a difference for the young women you're working with? Young girls? >> It certainly is because even after the program ends I receive messages and emails from girls and boys alike about the program or how they want to build their own product. So, I remember one of the girls from Romania. I mentored her during a program sponsored by Google and all she wanted to build was a website for herself and she's very young. So she used to text me about what technologies she should use and how is it shaping up. Can I test it for her? So I really liked that even after the program ended, she kept up her spirit and is still continuing with it. >> And as DeLisa says, now you got to keep an eye on her and make sure she stays with it and everything. Well, DeLisa, Anvi, Jigyasa, thank you so much for joining us. Congratulations. >> Thank you so much. >> Well-deserved. >> Thank you. >> Thank you. >> This has been Rebecca Knight at the Red Hat Summit in Boston, Massachusetts. We''ll be back with more after this. (electronic beat)