Mike Adams & Ziv Kalmanovich, VMware | VMworld 2019
>> lie from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to the cubes. Live coverage here in San Francisco, California, for VM World 2019. I'm Jeff Davis Davis, our 10th year, 10 years covering the M world. Quite a run. Got a great stories. More stories coming, Emma days. A lot of organic growth. A lot of typos in the startup scene. Our next two guests Mike Adams, CIA Director bm wear and Ziv Kalman. Oh, vich product line manager here. Welcome to the Cube. Great to see you. Yes, Curtsy to you guys. Got a lot of activity happening around bit fusion. A lot of news to share. Exciting. I mean, in the M. And a story has been high on VM. Where we talking back? Elsie earlier. Continue to fill in on the strategy. >> Yeah, absolutely. Give us the update. Yeah, I think the key thing for us is we really want to become a key player in the A. I am l space and say that those workloads should come on visa. And with this acquisition we think, provides a great framework for a lot of the hardware accelerator devices. The best of you known of those his GP use. But we think there's four coming market with PG A's and also custom a six. So we're super excited about that. >> For the folks that don't know much about the acquisition, what was the motivation? What was the company's core product? What was the interest? Yeah, the >> company had a product called Flex Direct, and that particular product was really focused on taking, ah, similar concept that a lot of V m writes No, which was, Hey, we knew that computes space. We were trying to take these isolated islands and pull them together. Same type of thing. Here you had these expensive devices that people were buying and they were isolated. And now if we could take a single server, it's got a bunch of GP use on it. Why don't we share it? You see all these papers that come out around machine learning at the very end. It says she's I'm amazed that thes GP user so underutilized even when we're actually using them. It's kind of like buying a car and then using the radio only right? Doesn't. It just doesn't make sense. I >> got this trend of alternative processors just sort of exploding all over the place. I mean, obviously in video, sort of people know what's going on there, but but you've got arm. Now you've got the edge coming in, you know, Intel. Still dominant in the server space. But even even storage devices today use different type, not in the not Intel processors in there. It's a combination of our mo are Sometimes you know, G. P uses you say F g a Z, even though they're sort of a narrow use case. You're seeing a six make a comeback. So you got all this additional processing power, you know, going. So that's a tailwind. Absolutely, guys, and it's sort of the intersection of those to maybe talk about some of the trends you see in that regard and how you're taking advantage of them. >> Yeah, it reminds me of many moons ago when we had new chips that were coming out. We said, Jesus, hardware, flurry here, right? And now we're in a really similar spot. Ziv and I see a lot of different types of devices and acceleration devices, whether it's computer network or storage. And in this particular case, right, we just see a hotbed of all these customers that air seeing the same problem, right? And we've got great partnerships with Intel you mentioned in video and and many others. And we just want to really leverage those for these devices because you look at V sphere and say, OK, your traditional workloads. We've done those very, very well. But as we get into containers, KUBERNETES, machine Learning and I, we want these newer cloud native and newer workloads to come our way. And taking advantage of these new capabilities really helps accelerate that in a big way. >> Could you >> explain Maur on the the sphere impact? Because, you know, first of all, of'em, where community you get the feedback right away on Twitter and a lot of things. But sometimes you gotta dig in and find out what people are thinking and where there might. I think that could be future up opportunities or because it meets skepticism. Well, the the sphere native having a eye on the sphere, that's just mind blowing to me. But I mean, I can see I can see a data processor kind of vibe going on here where data needs to be processed. That seems to be a trend. What is it going on with the sphere with this? Is there what's the what's to customers? No. >> Well, I think the first thing to clarify here is that, you know, some often there is this question. Why would Iran m Ellery I work? Look specifically envy. Sphere is a platform. But then customers do run Emily and workers and public clouds. And those layers are not that different than the spirits virtualization layer, and they're running it in virtual machines. So the whole idea would be fusion specifically, is it? Actually, we can make it even more efficient to run these workloads on top of the sphere because the underlying infrastructure that you two actually, you have to accelerate these workloads there. Today they are mostly GP use, obviously, but in the futures, Michael so mentioned you a six are coming in and effigies are coming in. We are going to make those as well. That's the plan using the B fusion framework. Be more efficient to use. A lot >> of people are skeptical around running machine learning on these are not skeptical because, I mean, it's great for any time you have the opportunity to automate something or used software to make something go away. That's not the difference. You're undifferentiated, so it makes sense. But I just can't figure out where, specifically, within these fears of being targeted to use >> where envy sphere as in, Well, >> if I'm operating the sphere on top operator, I got Debs kicking around the corner. I got a cloud Mom reclaiming. Where's this fit in? Where >> this fits into essentially any place for a visa is running. It doesn't matter if it would run on via MacLeod and for any other for cloud partnerships or on the the edge of our Vesey runs. This is a core capability of the sphere, so it doesn't matter. You know where physically or infrastructure is, we would be able to expose this technology. The idea is also that you mentioned the trends in the A six as they're coming into the enterprise. There's an architectural changes also coming in, and in the server perspective, it's just it's the servers are actually getting more dense there, in there, in there in the accelerator infrastructure that they have in them. So you're seeing four to a GP using a single server. Those are very powerful machines. You can just move oil, represent a single machine again. That brings us back to be fusion and descend. The segregated model affects territory used, which is very similar by the way to centralize stories use. >> You guys are on something really big here. I think that hardware assists off load anything. Hardware system, harbor off load is gonna be a more of a bigger trend. And we saw it happen big time and hyper converge just for storage and everything. But I think as you want to stack where kubernetes gonna flourish? Yeah. I mean, imagine all the service is that he turned on Turned off. I mean, that's not I mean, men even know when it gets turned on or off. >> Absolutely offload for awhile with things like a raise, right, trying to push processing off to a bigger ray that you've got there. And then one other thing you said that I think was really important is the audience, right? If you look at a i n m l, we have traditionally haven't talked to the data, scientists of the machine learning folks. And we need to get to the I t. Folks that air supporting those workloads saying similar to some other workloads that were new and saying these were gonna come your way. And so we need to be prepared and you need to be able to leverage. So >> what's the What's the pitch to those folks? What's that? What's what you guys saying to them? Because it is a benefit for Debs and Dev Ops is to have an ops right. You got the ops down. Okay, see that and this change happening. But a dev, What's the pitch? But how do you get their attention? What's the value proposition? >> The the Actually, that's the beauty of it. It's exactly the same bottle proposition that the sphere in Vienna, where the Vienna state provides the developers and the only thing is that now we are letting the the office people to actually provide this doing this infrastructure as well in the same efficient manner. So it's your transformation. Basically, it's giving the exact same value proposition. >> Talk about the multi cloud tie in here. We've heard a lot about multi cloud and I think multi cloud in part anyway, is being able to run any application and workload anywhere. And one of things about your technology is the ability to not have to rewrite the application to take advantage of acceleration. Does it fit into multi cloud? And if so, how? >> Yeah, when we made the bet Fusion acquisition, if you look at their story, they had the any any any story as well, just like we do. And so, you know, we made announcement this week within video and eight of us and VM, where it's definitely possible of the technology that we have to extend that even further. And so, you know, the only thing I know with users going forward is they're gonna have more than one cloud, and so we just need to prepare for that and make sure that it works. And it works well across the board and the common layer. When you look at our multi cloud strategy is vey sphere is going to be at each of those layers. So if it's ties in disease here, it should be pretty easy to make it work in each of those environments. >> What was that What was the announcement you made you share? The big >> one was being able to use in video in the context of cloud in AWS. So's GPU capabilities and bring it to the service as we do on Prem. And so that was a big piece. And then we also obviously, in making that announcement talking about Hey, you know, this is a critical area for us because not only are we doing this, but we're also saying that your bit fusion will help enhance this because we think in video and bit fusion work very well together as well. >> And is that a product of service? Ah, go to market initiative. >> In the case of the coordinated us, it would be offered as part of the service. So when you can consume the compute, you know you want a GPU, it'll be there for you to help run that workload in the cloud. >> And that's available. When >> that's an nvidia in AWS kind of question. When they are making that infrastructure available, it's essentially going to be a nun. In another instance, type that the ember cloud in AWS will offer okay, I >> mean, it's a tech preview. >> What if some of the things that people should know about because again, in the pattern I'm seeing here of'em world is as in love to stack with kubernetes being that abstraction layer that guessing eyes promoting heavily on rightfully so. We're big fans communes with that for the beginning is that you're gonna have this this purpose built, um, native capability so that when you guys got this native vibe going on native to hype the sphere native TSX native, what does that actually mean? Native like Cooper, naked native on I. But what does it native mean? Explain to the audience what that actually means. >> I'll start up. Sure. You could >> elaborate 30 minutes if you want. But what is that >> true native native? The idea >> for us was used kubernetes really two ways. You know, most of the time when we were talking about Cooper Naser Containers, it's running that on top of these Fair right? What happens if you could take the DNA of that and put it actually inside of east here? Right, so not only you could run these clusters and native pods, but you could also leverage some of the value and one of the things that Cubans does really well is it handles workloads really well. So if we take an example where we have 145 e ems and they make up your app, right, normally you'd have to go to each one of those and figure out OK, let's make some changes in tweaks. And now what I can do is I can treat all of those is one workload and I can move them. I could do really interesting things with that. And that's the power one of the powers that you have with Kubernetes. >> And that's where the differentiation. Then you don't think that there's a >> Yeah, exactly. I mean you are essentially getting There are a lot of benefits our customers, our values value that the customer is getting today from V Sphere, generically speaking, and our longtime customers are familiar with the value propositions. And what we are saying is that when you're getting something as a native capability is that essentially ties into all the other capabilities that you already were know very well and you will be able to get those. But with on top on, sometimes on top orbit in conjunction with what >> is that gonna enable? Now let's talk about the enablement. >> So let's go back all the way. If you go all the way back to be fusion, for example, if you enable it is a native technology, then if you're running containers or viens on the sphere natively they can consume to be fusion technology. If you have cool, it is. It can orchestrate natively, the PM's and containers that are using the confusion to collision. Excited. Oh, so this is the whole thing, >> more efficient platform standpoint, >> and it's easier to manage as well, because you don't have to install a bunch of stuff on top of each other because it's needed. It's part of the first. >> A lot of hassle go away that people might >> take it in and you're gonna have to guess tomorrow they're going to go deep into it with >> you. Great, we're excited. So we're hearing a lot, obviously, but kubernetes at this event and and but most of the audience, they're not developers. So how can you use the sort of bit Fusion mojo to attract developers for some of these new workloads, that air come into the marketplace? >> Yeah, I mean it's all about acquiring new audiences in a case of infusions. More the data scientists. In the case of the communities, it's more around the developer. But I think let's use the kubernetes examples as a good one and what we announced with Project Pacific. Basically, the way it looks, the technology looks to them. It'll look like the kubernetes, a p I with a little bit of east for goodness from the operator perspective, the people that we know the 20,000 that are here, it looks to them like the sphere was from kubernetes Goodness. So that's the right mix is you've got to get it. So it looks exactly the smells and feels just like what they're used to. And I think that's a that's a key aspect. And then for the data Scientists with fusion, we really need to say Okay, you know you want to run these workloads, but she's you're paying really a lot of money for these expensive, isolated devices, and you could get more value by kind of grouping them up and making sure that they're used kind of in aggregate, right? >> So there's more leverage on the data science side So if I'm say hiring someone I know I'm or more to work with with >> exactly, essentially, it's it's the same story. They don't need to change their applications, their framework. Their models use the same could interface, which is the GPU interface for for the GPS computer. >> So So let's talk about that. So data scientist, you know, they always complain that most their time is spent wrangling data That's their, you know, bugaboo. And then there's a collaboration between data scientists and developers, which probably doesn't happen enough. What are you seeing in terms of the trends from the data science role? And can you help solve some of those problems? >> Well, what we are about to solve is really access access to infrastructure for them. Easy access to the infrastructure in their software stack. And the way to get there is to make the data engineers that serve these data scientists and the application administrators that surges data scientist to get easy access to the infrastructure Dany to provide the software, and that's where the sphere eventually comes in. So it's not the Celia direct relationship with the end users. It's more enabling the entire organization that actually served these end users and let them use as much infrastructure as your partners. And >> that and that and user organization. The buffer >> guys last question share what the plans are. What's next? What's your goals for the next 6 to 12 months? I'll see. Get the acquisition under your belt. Native in these fear, a lot of other cool things. I mean that I could talk about >> customers and maybe you can talk about product from a customer perspective. You know, we want engage in proof of concepts. So we want to bring them in, let them test out the software. It already works with the beast here, so I'll be running with multiple proof of concepts across the globe. We >> use cases in the U. S. Case or what? >> Yeah, I mean, it's it's pretty simple at the moment. It seems to be most people that are using GP use around ml. We have a great demo down the floor that shows people trying to run inception, three year resident 50 And how can we actually help those v EMs that are running that? So that's gonna be my focus. The next six >> years you want get some use cases come over here, bring him up to Mike. >> And from that perspective, I mean, obviously, we acquired occasion in an early stage. The technology works well. It works well enough to be product eyes. However, Veum, wherein the sphere has very high enterprise software stone standards in terms of security and management and governance. All this capabilities so that's going to be are focused on the next, you know, even almost a year to make sure that we bring it up to a level where we can confidently provide it and sell. It is a product >> you gotta engineering hye bar there absolutely thanks to Russia coming on keeping the update, the end world coverage Breaking it down. 2019. It's the Cuba job for David. Thanks for watching Be back with more after this short break.
SUMMARY :
Brought to you by VM Wear and its ecosystem partners. Yes, Curtsy to you guys. The best of you known And now if we could take a single server, Absolutely, guys, and it's sort of the intersection of those to maybe talk about some of the trends you see in that regard and how And we just want to really leverage those for these devices because you look at V sphere and say, of'em, where community you get the feedback right away on Twitter and a lot of things. So the whole idea would be fusion specifically, I mean, it's great for any time you have the opportunity to automate something or used software to make if I'm operating the sphere on top operator, I got Debs kicking around the corner. The idea is also that you mentioned the But I think as you want to stack where And so we need to be prepared and you need to be able to leverage. What's what you guys saying to them? It's exactly the same bottle proposition that the sphere Talk about the multi cloud tie in here. And so, you know, the only thing I know with users going forward is they're gonna have more than one cloud, you know, this is a critical area for us because not only are we doing this, but we're also saying that your bit And is that a product of service? the compute, you know you want a GPU, it'll be there for you to help run that workload in the cloud. And that's available. it's essentially going to be a nun. that when you guys got this native vibe going on native to hype the sphere native TSX I'll start up. elaborate 30 minutes if you want. And that's the power one of the powers that you have with Kubernetes. Then you don't think that there's a I mean you are essentially getting There are a lot of benefits our customers, Now let's talk about the enablement. So let's go back all the way. and it's easier to manage as well, because you don't have to install a bunch of stuff on top of each other because it's So how can you use the sort of bit Fusion a lot of money for these expensive, isolated devices, and you could get more value by kind of grouping them up exactly, essentially, it's it's the same story. So data scientist, you know, they always complain that most their time is spent wrangling So it's not the Celia direct relationship with the end users. that and that and user organization. Get the acquisition under your belt. customers and maybe you can talk about product from a customer perspective. Yeah, I mean, it's it's pretty simple at the moment. All this capabilities so that's going to be are focused on the next, you know, even almost a year to you gotta engineering hye bar there absolutely thanks to Russia coming on keeping the update,
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