>>Yeah, yeah, yeah, yeah, yeah. >>Welcome to this Special Cube conversation. We're gonna unpack and have a casual conversation around the big news that VM Ware just announced the sphere 7.7 point. Oh, or V. Sphere seven. Chris Prasad, senior vice president, General manager of the Sphere Cloud Platform Business unit. Paul Turner, VP of product. Guys, we just chatted about the big news. Congratulations. Um, the bottom line, if I'm a customer, I'm moving into the cloud. I see this as really an either an enabler or blocker. You guys actually think it's an enabler? Um, I'm not saying it's a blocker, but as a customer, I just need to know, Is it going to help me go faster? I'm going cloud, Which means I've been told I got to get on the cloud you got Amazon might have azure or multiple clouds with workloads sitting around. I gotta pull them all together and make them work. But right now, I just got to get my operations cloud native necessarily kind of pressure point. >>Oh, for sure. One of the biggest drivers that you see happen in the industry right now is kubernetes. Why? Why is kubernetes taking off communities taking off because it gives you cloud independence. It gives you the ability to run with same operating model, whether it's in Google Cloud, Amazon's Cloud, Microsoft Cloud or any other cloud service. What we're doing with version seven instruction bring that same kubernetes cloud independent operating model directly in divisor. So now all of your infrastructure platforms that are out there, 90% of I T environments are all kubernetes ready platforms on. That's really powerful. So what we've done is just taken a totally different kind of, um ah, scope on how cloud should be Cloud should be any cloud. It should be independent of one particular flavor of it and on developers should be able to work then in a much more agile way. >>You just see, I've been following VM where you know my career since it was founded. And, you know, with the Cube coverage over the years is they see the innovation. You guys do a lot of great stuff. Of course, we keep on our teams to minimum. And David Lantz he made some good calls with these v san. We saw the early stuff with V Cloud Air Kind of saw that kind of going in this direction, But it's been really innovation going on around you guys. I'll see with NSX has exploded and V Sphere has been the core thing. As you guys look at the cloud model, you guys made some good moves with Amazon. I've always felt that you guys could be that Switzerland that that layer of connection points between as enterprise really moved from old way of provisioning, too much more seamless operating model where they have a deal with cyber security. They gotta deal with all the stuff that's going to come from APS that's going to come from the APP store. When you bought Hep D Oh, I was like, That's actually really smart move. You started bringing that cloud native vibe into V sphere, and that's what's essentially happening here. Isn't it? >>Exactly. This is like the the coming out party for that, like it's V Sphere having all the hefty oh goodness embedded in it. And what they would see is that because we have such a huge presence in the on Prem space, this provides the fastest bad for customers to get to the cloud. So today I mean this? I don't want this point to be lost on the today. You know, we are running the same VM Ware Cloud Foundation, our on Prem on Amazon in Google and many of the same code base. Same code base, right? It's the exact same thing. So now what does that give you as a customer? It gives you the same operational model across all these clouds. Because customers today, we thought that they're setting up set of processes and tools or Amazon. Then you go to Azure. You're doing a different set than their training people to do that. And, you know, you could get into compliance and other issues where things fall through the cracks. Right? When you do that here, the same platform you said your policies wants it applies to all the clouds. You can move your workloads between clouds, right? That's a V motion. Essentially, we don't know the >>last kept on that one, but that's ideal would be crippled >>today. It is happening today and we have thousands of other partners which are the tier two service providers who are all also offering that. So we have a huge grab off these providers are in which we live in the same platform. >>Yeah, I want to add something else, actually, to that as well. Which is? This is an open platform, which is really powerful, right? This is based on kubernetes for developers, which means you can run on the V sphere platform, and that is a hybrid infrastructure that is the most ubiquitous infrastructure out there. But if you actually want to take your application actually deployed onto a native application Native Cloud, you can do that as well. Um, and so it's very important for us to keep the platform open while making broadest available on >>Dev ops. I mean, first, I totally agree. I think open wins, But the end of the day, I think this operating consistency is a big story because it's kind of like nuance. But it is really the most important customers care about, because if you're operating successfully seamlessly across cloud, it's better. So the question I have on the Dev Op side because the dream has always been infrastructure as code. So are you guys there with this? Do you consider this V Sphere seven kind of infrastructures code from a developer? Is it all being taken care of. How close are we in your mind's eye to infrastructure as code. >>Now it's 100% there. I mean, we made the announcement around Hangzhou, which is a set off other products and capabilities that we add to what the sphere has and that whole stack. And the solution is for this targeted at the modern developer. So we have all the capabilities that the developers need to do infrastructure as scored, to deploy their applications and deployed across all these clouds. >>And I want I want to add to that the infrastructure as code really has two parts to it. We look at how do I provide the developers infrastructure's code, which is what we're doing with kubernetes enablement and we have our V San product is available. In fact, all storage services from V sphere available through that andare NSX services are available through kubernetes. So you've got full infrastructures code for developers. But infrastructures code also means how do you deploy large scale infrastructures and manage them as code? How do people actually manage the operations and the deployment of services? And so you're right in your admin team actually have a full layer of enhanced lifecycle management provisioning off configurations and settings across infrastructure. All of that is now managed, as >>that's almost under the hood kind of stuff. But that's important because networking is going to play a big role in all of this from a security standpoint and also compute storage. Pretty much looking, looking good, but networking becomes a huge part of what's under the hood. >>Yeah, I mean, look at networking is what enables us to connect all these clouds together, right? And NSX being the underlying platform for us enables us to have one single layer across all these clouds with the same operating model. So NSX is very critical. >>I want to get your guys thoughts on some little history lesson here or scar tissue, as we say in the industry. You know, I remember back during the Hadoop days, 2010 the big data movement hit, and it was just going to save us all. It's gonna be great, but what ended up happening was this very hard to stand up these clusters and what happened was the commitment the vision was there, but it was just really hard to manage and stand up clusters and hire people to do this. So it has some use cases, but it just really kind of fell down. We saw Open Stack have a similar trajectory where good on paper, things had used cases. But it's just so hard to manage the trends. We're moving very, very fast. Cloud was here. Cloud Computing kind of took everyone by storm and just got rid of all those things. And so they kind of dying. >>No. But if you think about why open Stack didn't go anywhere in the end, it's because of the operational complexity right? It took a lot to set it up, and he had essentially invest a lot more than keeping it running right. And then what we're doing is saying you don't have to worry about that aspect because it's built into the platform that you already know, right? So we have taken that complexity out completely, and so you just have this fear. The administrators know how to set up and run and do life cycle, and this year, and you get kubernetes, go >>back to my original question. If that's the case, which, by the way, I think that's the way to think about it. Then I found the customer acceleration. I can draft up with the movement of cloud as fast as I can Go is having any kind of blockers. >>Fastest lamb like cloud >>ran to the cloud >>and fastest fastest ramp to a cloud operating model, which means that all of your developers can now actually run as quickly as they can, building their applications independent of I t. In a much more dynamic way. So you want to move to that cloud operating model. That's why Kubernetes is so important on the infrastructure side. We've actually, of course, made it a much easier platform to manage. But but it's the agility that matters. >>You guys have done some great innovation. I think you've got a good ear to the market, made some good moves. Looking good. This is a great vision. I got to get your guys take on the edge. Big discussion. Five g. Certain years love that kind of vision. But the end of the day and edge. Now, if you talk about cloud operations, everything's an edge, right? So what does edge mean for V sphere? How do you guys look at the edge of the network. And as these applications with the sensors or whatever happening at the edges, How does this V Sphere look at that? How do you guys look? >>So, uh, for let me just I would say that, you know, we we have, ah, data center edge, right? We just think of it as, um, retail stores, Starbucks, right. They have a kind of a mini data center application running there. That's one kind of edge that people talk about. Then you have the kind of the telco edge, but a lot of the crossing of the five year data is happening, right? Where the cell tower, Selden. We're done. And then you have the devices. You just the cars, the You know what you have at home and we're not right. And then and we can play across all of these because we have the platform. I don't know if you know, but ah, v sphere, as the platform is, is embedded in many devices today. It's in the army. It's embarking leaders it. So it has a form factor that can live in all these devices. We certainly play in the data center, so we're well suited to play the >>piece for anywhere. >>Yeah, that is exactly right. >>I think we're already We're already at the data center edge, as we've talked about that is, it's a very common deployment use case for earlier versions of the sphere, and it will continue to be the value that you guys it's not not new at all. I think the telco edge is actually a very interesting one, particularly the five G switch over. So you know what's happening. There is. There's a whole radio access networks and you're looking at the V Ron as a big initiative there. Which is how do we bring virtualization as a service they're into into those networks? Container deployments becomes very important as well. So we actually have a platform with version seven that actually can give the telco edge and five G network deployments a much more secure, predictable runtime environment. So that's really powerful as well. And it's containers and VMS because many of those applications that are deployed a telco edge our container based applications. >>It's interesting, you know, we talk about stacks in our last segment and you guys talking about the news and now having all these stacks later on. But think about the evolution of the industry with cloud. A whole new sets of services are emerging mentioned Telco Edge. So it just looks different. What's the same kind of open model that open systems brought us, but just a little bit different? It's a distributed cloud security computer, same concepts, new new capabilities. >>Not just to add to that, I mean the biggest innovation John is happening in the hardware layer by the computer, sort of getting disaggregated. There is a lot of acceleration that is going on that are specialized chips, a six effigies that are being built into the servers and and memory's getting pulled outside because the interconnect is getting fast enough for those things to happen. And so a lot of the innovation that we do as a platform that we didn't talk about much today is really a data layer, because we had to virtual eyes all of that and provide it to the level. Of course, >>yeah, it's great. It's a great architecture. I think I just add more complexity that's coming and you guys can help. Abstract away is you just look at cybersecurity and the role of data. You got to get in front of all these these trends to get that automation dev ops going because without any automation and software is just people can't handle the inbounds. It's a big problem. >>Yeah, you really need, um, your platforms to provide intrinsic security. It shouldn't be. It shouldn't be an option. It shouldn't be something the developers need to worry about. It should be something that's just part of the platform. And that's one of the things that we see is critical and actually built into Visa or seven. And you've seen that we've made a number of acquisitions recently. Actually, in the security piece, it's it's so that we can purposely build into your runtime environment, which is your VM environment container environment that we're running. We actually build in intrinsic security would build in a dynamic checking off the scope of an application in real time. Um, while those applications running, which is very key. >>Paul, >>Thanks for sharing all that great stuff. I want to get one final thought for both of you before we wrap up is we've been seeing and we've been reporting kind of the three ways of the cloud wave one was public. We all kind of know how that turned out. Awesome Cloud Native Born in the Cloud Wave two is well right now with a lot of intensity hybrid that's got a range of definitions. And then the third wave that's coming fast is multi cloud. So I want to get your thoughts on hybrid. A lot of energy, a lot of spend a lot of dollars investment in hard causing people in hybrid. I know we have different definitions. Is also different versions of hybrid. How do you define hybrid? And how does that become a path to the next wave? Or is it a path of next wave? What's your take? >>So it's absolutely the bad the next, I would say the hybrid, in our view, is the same platform running on which cloud do you want to use in our platform, as we talked about spans all the major clouds today giving the same operating model, and that's what we view as the hybrid cloud story. But the next one is the ability to mix native cloud workloads and services with that, and we already have a set of products and services that target that it's the times. A portfolio that I talked about is all focused on the multi cloud journey. So we kind of support both, and we're looking forward and aggressively going after the multi cloud. >>I think it's important to think of them as is completely complimentary of each other, right? A hybrid infrastructure platforms. So you know, a single I T organization can actually have one operating experience for their entire infrastructure, independent of Cloud Private Cloud Public Cloud Services. But Multi Cloud is about developers. It's about developers able to deploy their applications on any cloud environment that they need to, and they don't need to worry about infrastructure. So hybrid cloud is really about, ah, hybrid infrastructure that we can deploy everywhere, multi cloud and the services that we're providing to developers is all about how you could be independent of any cloud deployment that you want. It could be a hybrid infrastructure you deploy on. It could be on a standard public cloud service, >>and what's interesting is not. Not not all clouds are created equal. I mean, Amazon has much more capability in Azure and Google, but they're finding their swim lanes. But again it's all about the workload. The workload decides which cloud to work on. And that's right. You guys just agnostic? Yes, For the operator. Well, well, Thanks for the insight, guys. Appreciate you did a little post wrap of the news. Thanks for hiring. Thank you. Big news. These fear seven Q breakdown here. I'm John Furrier. Thanks for watching, >>right? Yeah.

>> Live from Las Vegas. It's The Cube. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's ecosystem partners. >> Welcome back to Las Vegas, here at the Sands Convention Center at Dell Technologies World 2019. I'm Stu Miniman, my cohost here is David Vellante. Two sets, five hosts, three days, wall to wall coverage. All of the action for Dell Technologies, all the component pieces. Happy to welcome back to the program Ashley Gorakhpurwalla, who's the president of the server and infrastructure services at Dell EMC. Ashley, thanks so much for joining us. >> Thanks for having me. >> Good to see you. >> Alright, so we actually had Sam Grocott on and we were talking about all the product lines. And he said he's the father of power going across the line. He did admit that the power line goes back to PowerEdge, which, of course, is your baby. >> That's right. >> Give us the update, lots of discussion at the keynote. Always change in your world, so give us the latest and greatest. >> Sure, we're about 25 years old now. So PowerEdge has lived on for quite a while. We've got to be over 30 million servers out there by now. So we had a really good Dell Technology World so far. More to come, but some of the lists, real quick, of announcements that we've had and we can talk a little bit more about them. In servers, we actually went a little bit early from Dell Technology World and lined up with Intel to launch Cascade Lake, bringing Optane into server class memory. I think the industry's been waiting for it. We're ready to deliver now. And so that was earlier this month. We've put quite a bit of advancements and enhancements in our open manage enterprise and in securing the platforms. We also this week talked about a PowerEdge that's not called a PowerEdge. So we call it the DSS 8440, and really a capstone product to our AI ML portfolio. So today we already support one, two, three, four accelerators per server. Now we can go up to 10. We can support the latest Nvidia B100 tensor core GPUs, and it's really a unique system within the industry. That's going to help customers scale their training loads further and further, faster performance, more mips, very, very intense box, but one that's going to be, I think, well received within the marketplace. >> Did you say bits? >> I said Mips. >> I like that term,. >> So actually, we've got a lot of pieces that your solutions fit, but you mentioned one item, that I wonder if you could just explain to our audience the importance of SEM, is something that how does that impact solutions, the applications. It's something that a lot of times get lost in the whole general storage discussion. So maybe explain the importance of SEM in the marketplace today. >> Sure. So it's a game changer, it really will be, but it'll have to go, in our mind, through the technology adoption curve that a game changer deserves. So it's been a long time coming. We've been working on it, the industry's been working on it. Intel has been working on it for more than a decade. And if you think through it, we see customers using it in two different ways. In memory mode, expanding the capacity within nodes to levels that you can't reach with DRAM today at almost DRAM-like levels and performance, is something that a lot of customers already have models for. They can think through TCO, they can think through their performance characteristics, and it really becomes something they can consider to enhance their portfolio today, at mode, a little bit different. As we think through software from the OS level: kernel, hypervisor, application, cache, log, database, all these levels, we're going to have software that has to catch up and allow this to be the game changer it is. But already, I'll tell you the demand for systems that we're providing customers to begin their evaluations, they proof of concepts, their software development has actually doubled what we thought it would be, and we were pretty ambitious. So I think the demand is there, and we're going to see that adoption curve when the software catches up. >> And any specific use cases you're seeing early on? >> Well like I said, memory mode, I think people can get their heads around already, is are they performance, or are they capacity bound by DRAM. Start to do the economics, does it make sense. At mode, caching for sure, putting log, changing kind of the structure of how you do logs, and database is really going to be the killer app when we get there. Across the different vendors already we've seen pretty significant increases in performance, and we're early still. But I think there's a few things that our customers want to get through, and we're trying to help them with. If you have persistence in the system, you have a new level of something you have to secure, and so we're spending a lot of time with our customers helping them develop technology methodologies to say wait a minute, information, I turned the machine off and there's still information besides the hard drive or the SSD. Also can I trust the data even though it's persistent? Or do I have to have storage services at that level that help me with things like replication or snapshot or archive. So we've got a long way to go, but we're really, we believe this is a game changer, and we're developing towards that. >> And cost-wise you're sayin' slightly more expensive than DRAM. >> Probably a little bit more than slightly. >> Yeah, okay, more expensive than DRAM, and relative to flash, obviously more expensive than flash, but much higher performance, right? >> Much higher performance, and so it's just a modeling exercise, but it'll reach levels we haven't had before. And then from a software developer point of view as you go forward, you can really think about scale out systems differently. If your application was bound by capacity of DRAM or memory, this changes it quite a bit. >> So you're talking about new programming model, essentially right, that's why it's going to take some time, but you would expect maybe uptake in financial services early on. Is that fair, Or not necessarily? Healthcare? >> All solid verticals. I think it's going to be where enhancement or performance can, you know, if you pay three, four, five x the cost, but you get three, four, or five x the capability, or even less, you have to think about it, but there's some applications where latency, where performance of the database are so sensitive, and such the bottleneck today, that it's well worth it. >> When you look at the innovation pie that's going on in servers, how much is architecture, hardware architecture, versus sort of software and management? Can you sort of, I know it's a sort of general question, but give us a sense. >> Sure, I think it's interesting, is we are investing as we go forward, I think into a brand new era. So I mentioned earlier we made it to 25 years old, what's going to happen over the next 25 years. So I think most of the architectures that we develop today are highly, highly optimized for bringing data into a processor, calculating, storing. And we have very balanced, efficient, high-performance systems for that today. What are we doing going forward? Well, we're not necessarily bringing the data, describing the rules, called software, and then getting the answers anymore, right? Now what we want to do in a lot of situations, we want to bring the data, which is the most valuable asset, we actually kind of know the answers already. We want it to calculate rules for us, and that's the output. That's a different architecture. That's a different way of computing, and that's why you're seeing these heterogeneous architectures starting to form, accelerators, a lot of technology going, and innovation, and venture capital, and talent going towards really building that new model going forward for the next two decades. >> Okay, actually we've had a lot about cloud this week. When I looked at many of the solutions underneath, I kept hearing the same answer. VxRail, VxRail, I've talked to some of the team, there is more than just VxRail and some of these solutions. Sammon looked at some of the other pieces, but VxRail has been a rocket ship for the last couple of years, and of course, you know, the servers underneath driving a lot of that. Can you talk about how that plays into your portfolio and some of the architectural discussion we were seeing. How does that bleed into the HCI and hyper cloud discussions? >> Sure, so if you think of the journey we're on, 10 years ago perhaps, maybe even more recently than that, customers really were making two different choices. As a matter of fact, you guys know as well. I was organized into two different organizations. One to deal with hyper-scale, and one to deal with enterprise capability, and customers can see that. They want to be able to operate in both domains, but even we were organized differently. And if you go maybe five years ago when people started talking about software defined and HCI we finally had a mechanism to say you can build scale out of architectures. We can automate this capability for you. You don't have to actually spend all your opexs, you administration, your talent, and your time, just keeping the infrastructure up and running. And so people broke out of IT by project by Gantt chart, and into flexible architectures, right. Next thing they said is but we still aren't really operating. We're operating in silos of very flexible architecture here in my data center, very flexible architecture in the colo, very flexible architecture in software defined or SAS or cloud. How do I bring it together? So we believe there's a consistency of platform and infrastructure that allows us to move to a consistency of operations. VxRail offers that today, because we uniquely can integrate with VMWare and V Cloud Foundation, to build where now we can take care of the automation, the lifecycle management of the hardware. VMWare together integrated now can take care of the lifecycle of the software stack, all the way up to the IAS layer or beyond, and now we have the ability to say you can look upwards, you can develop, you can build on that, and even more so, if you want to then stitch that together, and have that be the control plane, you can now build that out to other native public clouds, now you have the hybrid cloud. We can actually get there, we can actually organize around it, build it. I mean it's a breakthrough for our customers. And then add on that, some customers have come back to us and said, you have the expertise to do all this for us, can I just consume it? I don't actually need to control it. And in that case we can offer it as a service, and we previewed that as Project Dimension last year, and now the teams are really happy to bring it to fruition all the way to beta with customers today, and really give customers kind of that choice. >> So what's behind that? I mean you've got a team of people sort of monitoring everything, obviously a lot of automation. What's the customer conversation like? I mean it's the early days, but what do they want to know about, do they always just want to say hey you take care of it? Or do they want to peel the layers and say okay, I want to peek behind the curtain before I sign up for this. >> Yeah, so on the platform side, customers want to know how does the integration work. Really where do I have to spend time, energy? Can I really live at this IAS layer, can I live at the PAS layer with pivotal, can I live above that? How do my workflows get managed? And when you say, we're kind of in the environment and the methodologies you already use today with V Center and V Motion and PKS. Then I think you see a light bulb go off of okay, I can really lead the administration to the machines, and the automation. Then the customer who's interested in moving everything maybe to a consumption model, then they have the next question which is can I have consistency not only of infrastructure operation, but of consumption? And that's where as a service offering, really starts to highlight the fact that we can meet you on your journey wherever you are. Some customers aren't ready for that, some are just right there saying that's really the model I want to move to for digital transformation. >> Okay, you got roughly a 20 billion dollar business growing at almost 20 percent a year, so pretty good year last year. Give us the update on your business, why are you being so successful, and I got a follow up question on component, so the supply with. >> Okay sure. So we did have a pretty good year last year. We don't break out servers, but servers are networking as you said, but about 20 billion dollars growing at 28 percent. Why? Well I think we have one of the most capable portfolios of infrastructure. We're uniquely trying to make sure that we are operating within the Dell Technologies portfolio. And so most customers, Dave, have not come to us and said you know what I'd like to do, I'd like to have like 10 more of you guys come meet with me and talk to me about a portion of my business. They said why can't you come and provide all of my needs? But I don't want to compromise. I don't want to have one best of class, and then have to compromise across my other needs. So really building kind of number one all in one place, is that promise that you don't have to compromise. Really it's changed the dynamic with a lot of customers being able to say this is my essential IT infrastructure provider. They have what I need. So that's helped quite a bit. The nature of our business I think is that we are operating from the smallest customer, you need one, all the way up to customers who need a million servers, and we're able to operate in a consistent PowerEdge tenent across all of that space. Then the, I think, and you didn't mention it, but in hyper converged, we're seeing growth rates that kind of put the server business to shame, with we were 65 percent in Q4 in an industry that's growing 40 percent that's on fire. It's a new business model, it's still emerging, but customers, the demand for hyper converged continues to go forward, because that operating model, simplicity, elastic, scale out, automated, is extremely powerful. >> And component supply right now, component pricing, is a tail wind for you. For years it's been a head wind. Is that right, it's flipped? Or not so much >> Certainly, yeah certainly the last two years has been sort of an unprecedented rise in some of our commodities in terms of cost. We're seeing that be deflationary or stable at this point, so it's really changed a little bit of the dynamic of how customers were operating within their own budgets. So now I think we're more in what we're used to in the beginning 23 years as we go forward. >> So actually, last thing, you talked about you used to have kind of a hyper-scale business. Just give us the update. I saw a quote out there that Dell puts more gear out there in hyper-scale environments, than anyone. Can you just give us a little context as to what that means? >> Sure, you know as we go forward, I think we've seen others say that they don't operate in certain businesses, they don't want to be in tier one, and you won't hear that from us. I think where we can add value, and we have incredible assets in terms of engineering, modular data center capability, capability at the edge, real assets like software supply chain delivery, across the board. We want to be able to help customers build their infrastructures. And in the service provider community, I think we've already built up relationships, credibility, and technology, to help them compete. Our standard is if you do business with us, we want you to win in your segment. We want you to transform faster than your competition, and we think we can do that for people, and I think we continue to see quite a bit of success in the service provider's space. >> Well really appreciate the updates, and congratulations on all of the progress you've made Ashley. >> Thank you, great job thanks for having me guys. >> Alright, for Dave Vellante, I'm Stu Miniman, gettin' towards the end of day two, three days wall to wall coverage. Thank you as always for watching The Cube.

>> live from the Mandalay Bay Convention Center in Las Vegas. It's the cues covering via World 2016 brought to you by IBM Wear and its ecosystem sponsors. Now here you're Hope's Stool Minimum and John Walls. And welcome back to Las Vegas. Here on the cubicle, tear our coverage. Of'em world here. Mandalay Bay along with minimum. I'm John Woes. Thanks for joining us here for our coverage throughout the next three days. All that's happened in Vienna World. Almost 25,000 attendees to pretty good crowd. Well, I hadn't heard the number, so that would be the largest bm world ever. If we believe the numbers, so no reason not to With John Gill Martin, Who is the vice president? General manager of the integrated assistant business at VM. Where, John. Thanks for being with us once again. It's always a pleasure. Thanks for having me. You know, like you bet I am at this point. Yeah. Tell us about the vibe of the show. First off, day one things underway. A lot of excitement, I would think. Yeah, it's fantastic. You know, I think this is my 11 PM world in a row s so I've got to see a huge evolution in this program is amazing to see how much has changed over the years. Going back, you know, it used to be a server virtualization. What is this thing and where we are today? It's so different. There's a lot of excitement. People trying to figure out how to manage and deal with all the change happen in the industry right now. So, John, one of the things we're all coming into this week looking at is kind of the the cloud management suite, which is right in your area. Can you help us unpack? We looked at kind of V cloud sweet, and then there was some STD see stuff, and now it's cloud foundations. How did these things relate? Is it rebranding, Renaming, repackaging? Help us understand, Actually. So with that foundation, that's one of the key announcements we made today. The objective. There is what I think. How do we take what we have been talking about? Whats offered by Data Center and just make it easy? I don't make it easy for our customers to deploy easy for them to architect easy that even offer as a service from public cloud. That's kind of a key concept. So we are taking and integrating together the key components of softer, defined compute storage and network. There are wrapping some new capabilities to automate deployment autumn E provisioning. And so some ways is an extension, but also in evolution of what we've been doing previously. Okay, but this is still a software offering. Correct is what >> one of the components inside of that >> s O. There's four key components inside of my foundation. There's peace here, virtual sand NSX that gives you that software defined across all three domains and >> then a new component >> that we call STD. See, Manager. So what the SEC Manager does is sort of the glue that brings it all together to bring that integrated experience. It takes all the work that our customers do around you. How do I think about design? How does architect how to deploy? How'd I manage patches and upgrades over time and just automates all that inside of software so they can go from air medal systems deployed cloud infrastructure very, very quickly. So So what was the gap? You know what? What do you dress in here in terms of improvement in terms of change. You're talking about doing something a little bit differently for customers. Use a visa. What have you, But we're trying to get done it. So the key thing, just like the two key new things in this that are really different one is that just making it really easy on the private cloud side. But then we also take exactly that same sort of technologies and also work with our partners to offer it as a service. That's also the really new thing that we're doing today. So we had an announcement today with IBM as part of their IBM cloud. They're offering Cloud Foundation as a service, which >> means customers and go to a >> portal and provisioned out capacity based upon 100% consistent infrastructure. >> That means, you know, if I need some more capacity, as you have it inside my data center provisioned it out inside IBM Cloud. And now I have seen management tools, the same operations, everything I do in my data center. I can now do inside of this cloud environment. We'll extend that after other partners in the future. We'll send that out into the crowd air next quarter. This is really a great way for customers to start extending our migrating into the cloud. But do it based upon without having the architect. The applications are fundamentally change how they operate. >> Eso We've been arguing. We've been trying to figure out this hybrid cloud thing to the last few years, and there's many companies that are saying Okay, here's the software sack. You can put it in your own data center, or you can put it in some kind of public cloud environment. We see IBM does that sum. We see Oracle do that. Microsoft, of course, has azure and azure stacks coming some diamond next year. Is this The em wears answer to say OK in the data center where you know and love these fear, this is a full set, and then you can put it in IBM Soft Layer or a bunch of other writers. >> Yes, it is that concept of a consistent stack, yet a seem stacked inside the day's center, exactly the same stack outside the data center. So it is 100% consistent, right? That's part of what's really attractive about that. And then his customers think about well, what are the management tools or the cloud management platform, but I won't run on top of that. That can extend very seamlessly now across multiple environments. >> Okay, what about the interconnection between different locations? How does that >> work? So interconnections. You can take advantage of NSX and what it does around stretching, stretching, networking across environments like it's a very powerful capability to really think about it, really, as it's seamless extension of the data center. That's one of the unique capabilities and obviously with IBM has a first partner. They have almost having 50 data centers around the world, so it becomes very easy to collate. Locate your applications close to your private data center, which >> is important. So IBM is the first partner. How does this fit into, like the V Cloud their network, then, where you have thousands of >> partners already? Yeah, so they're the first Qatar network partner to offer a service, and then we expect that are working with other because our network partners to do the same offer Cloud Foundation as a service and, you know, kind of underlying that technology is this s CDC manager, which makes it easy for them as well. They go provision out these infrastructures very quickly and easily. >> Yeah, when you're about customers, what are the pain points that you were hearing from them that you were dressing? Because we take about the sophistication of technology, these of use efficiencies, high performance, all this stuff. It couldn't be any better, but obviously could have been better. So what we're hearing from them that led you to develop the new product. >> Well, the big thing is his customers were trying to think about how to the leverage public cloud is part of their architectures. You can kind of, It's pretty clear, that kind of result they want. They want to able to have an environment where their application owners and the developers sort of don't even know where things are running. They wanted to be a little bit transparent, kind of seamless. At the same time, they want to be able to have the ability to maintain control, maintain security policies, maintain operational control over the environment, have good insight into it. And so I sort of challenge that we're walking into, and your traditional infrastructure still very much stands in the way people trying to support the developers, people enterprise has spent too much time hugging components together trying to make things work together. And that's just not value added activity. It's not differentiating. It doesn't help them compete in the marketplace. And so we saw is what happened. We help them get out of that business and focus more on the things they want to do above the infrastructure layer. That's sort of the whole rationale for building a foundation was, Just take everything that they do today That's on value, out of activity. Put that in software, automated public empire the cloud and they can focus on what there is value out of business on. >> One of the challenges we've been facing in this transformation is kind of the go to market. If I think about traditionally the sphere, you know Veum. He's got a great channel partnership Lotto, EMS in the early days, and now, I mean just a huge amount of channel parts that know how to sell it, know how to make money. Cloud is a big shift for them. There's only a small percent of the channel that kind of understands this with IBM, kind of as a first partner. How do you see this playing out with kind of official panic Channel partners, service providers and the whole go to market. >> As you point out, it's clearly an evolving story. Right and different partners were kind of thinking about it in different ways. You know, there's still, you know, definitely in on premise opportunity that they're going after. But clearly having a good crowd strategy is going to be important for every reseller out there in every partner. And some of that is gonna be thinking about what are the kind of service is that you can offer your customers to help them make that transition. Yeah, if you think about you know, if I want to extend my data center, I need to migrate workloads or re architect workloads. Those types of service is I think they're going to be critical to become experts in and help customers. We think about their long term strategy. The fact is, the customers are gonna move warm or the workloads into clouds of some type over the next few years, and they're gonna need help in your advice and guidance and migration surfaces to get there. So there's a real business to go be built around those kinds of opportunities. >> Okay. Can you give us a little bit of what should we be looking for? Going forward, You know, if their customers that are running this stack already before it was called this And how do we How could we benchmark to say whether or not you're successful by the time we come back next year? >> Yeah, that's a good question. >> Tough questions, >> A challenge. So now it's a great question. So this software is gonna be available later this week, so it's actually generally available on September 1st. So it's just coming in the marketplace now. And so we've been working with Summerlee Beta customers on this over the last couple a couple of months, get great feedback and really help this steer perfectly towards this public cloud opportunity S O. I would expect as we come back in a few months, we'd be able to talk about our kind of initial lighthouse customers and how they're doing. But we see just huge interest in this right now, right? Customers want to move, and companies want to move away from kind of plugging things together. They want away from individuals, components. They really are looking to buy Seymour integrated ways. This is kind of a key enabling technology to help him do that. And we could do that also with our partners. >> Yeah, Um, one of the big challenges we've had is everybody is always like, okay, but my needs are a little bit different. So we understand that if we can eliminate diversity of the environments in the homogeneity is good, I can repeat it. I understand it. But everybody, all that you know, that's the problem with ideas. They always want to tweak it. So what do you do when they say, Oh, you know, the sand's great. But, you know, you've got all these ecosystem part partners in storage. I kind of want this storage. And it's ex. I understand some pieces. Maybe I want over. Yes, but I wanted till some other pieces. What do you do for customers that want to kind of go outside of this initial package? What kind of choice and options that they have? >> Yeah. Yeah, it's, uh so just like this year, you know, these here is sort of been the universal platform for running virtual machines and has a lot of those connections into different things, so foundation fundamentally is based on the sphere. So for the take storage, for example, no keys here can connect to external storage. We can connect national storage and on a road map for the automation software inside. We'll look at how we can take advantage of external storage and some of these things as well, so as new as we talk to customers. And we, as we learned those areas that are consistent across many, we can start to bring some of those things in tow the equation as well. This gives us a very powerful starting point, and we can look at what are the right connections out system? >> And do you still have folks who are trying to hang on to say I understand what you're doing understands the new service of a new opportunity here, But I'm not ready to cut the Courtauld away. And how do you bring them along to showing them? There are new efficiencies here and there is a better bottom line benefit to you. >> I think you know the history of I t is a history of things remaining right. So you still have a I actually feel mainframes. Eso this transition will take time. This is not gonna be on overnight time type of changes. We moved to these types of architectures that are fully suffered a find, but we made a huge amount of progress thus far. We have over 5000 customers on virtual sand. Your NSX is going incredibly fast. Both of these approved points that these are the architecture's customers are trying to move to the end of the same time. Though we have to find the right the right starting points. What is the right project to start with? This doesn't have to be a wholesale change. The data center it could be. Let's take a virtual desktop project and run now on top of that foundation must take a new invite. New server applications, unemployed run that on foundation. And just like the sphere kind of started with these use cases that expanded over time. Same thing of foundation. We could start with a project and then and that shows success to move into other projects. >> John, you've been with the, um where for quite a few years you've done two stints of the company as you hear the outside world talking about, you know, cloud and where things were going. What do you think people don't understand about bm Worse position in the cloud marketplace going forward. >> You know the one thing you know, I've talked a lot right now about Cloud Foundation, which was one of our announcements. I think the other thing that is really unique that we talked about this week is, uh, something called across Cloud Architecture and said across Cloud service Is that in addition foundation and what we're recognizing is just like with server virtualization, we were able to abstract multiple types of servers and provide consistent layer we're going to do the same. Thing is we were across multiple clouds. Even non GM were based clouds, right, working with Amazon Azure Google. And I think that's one thing that is maybe even surprising, folks. And it's very different than kind of the company strategy going back 10 years ago. So we are fully embracing that these will be part of our customer strategy in the future. We do expect to see them, but we see a unique opportunity for us to go help them when it comes to managing applications across the networking security where we have really unique assets we can help with. And also data management. Government. >> Well, John, I know you said it takes time. Transition state time. >> Still gave you a year. >> Yeah. So next year at the world will come back and the update you on the progress that we've made, >> we look forward to it. Thank you for joining us and the best left down the road. We'll see a year from now. >> Fantastic. Thank you very much. >> You bet John Gill Martin from VM where we'll be back with more from Veum World here in Vegas. Right after this, You're watching the Cube.