>> Narrator: Live from The Wigwam in Phoenix, Arizona, it's the CUBE. Covering Data Platforms 2017. Brought to you by Qubole. (techno music) >> Hey, welcome back everybody. Jeff Frick here with the CUBE. We are in The Wigwam Resort, historic Wigwam Resort, just outside of Phoenix, Arizona at Data Platforms 2017. It's a new Big Data event. You might say, god there's already a lot of Big Data events, but Qubole's taken a different approach to Big Data. Cloud-first, cloud-native, you're integrated with all the big public clouds and they all come from Big Data backgrounds, practitioner backgrounds. So it's a really cool thing and we're really excited to have our next guest, Colin Ridell, he's a Big Data architect from Epic Games, was up on a panel earlier today. Colin, Welcome. >> Thank you, thank you for having me. >> Absolutely, so, enjoyed your panel, a lot of topics that you guys covered. One of the ones we hear over and over again is get early wins. How do you drive adoption, change people's behaviors, it's not really a technology story. It's a human factors and behaviors story. So I wonder if you can share some of your experience, some best practices, some stories. >> So I don't know if there's really a rule book on best practices for that. Every environment is different, every company is different. But one thing that seems to be constant is resistance to change in a lot of the places, so... >> Jeff: That is consistent. >> We had some challenges when I came in. We were running a system that was on it's last legs basically, and we had to replace it. There was really no choice. There was no fixing it. And so, I did actually encounter a fair bit of resistance with regards to that when I started at Epic. >> Now it's interesting, you said a fair amount of resistance. Another one of your lessons was start slow, find some early wins, but you said, that you were thrown into a big project right off the bat. >> Colin: So, we were, yeah. >> I'm curious, how did the big project go, but when you do start slow, how small does it need to be where you can start to get these wins to break down the resistance. >> I think what we, the way we approached it was we looked at what was the most crucial process, or the most crucial set of processes. And that's where we started. So that was what we tried to convert first and then make that data available to people via an alternative method, which was Hive. And once people started using it and learned how to interact with it properly the barriers start to fall. >> What were some of the difficult change management issues? Where did you come from in terms of the technology platform and what resistance did you hit? >> So it was really a user interface was the main factor of resistance. So we were running a Hadoop cluster. It was fixed sized, it wasn't on PRaM, but it was in a private cloud. It was basically, simply being overloaded. We had to do constant maintenance on it. We had to prop it up. And it was, the performance was degrading and degrading and degrading. The idea behind the replacement was really to give us something that was scalable, that would grow in the future, that wouldn't run into these performance blockers that we were having. But again, like I said, the hardest factor was the user interface differences. People were used to the tool set that they were working with, they liked the way it worked. >> What was the tool set? >> I would rather not actually say that on camera, >> Jeff: That's fine. >> Does it source itself in Redmond or something? >> No, no it doesn't, they're not from Redmond. I just don't want to cast aspersions. >> No, you don't need to cast aspersions. The conflict was really just around familiarity with the tool, it wasn't really about a wholesale change in behavior and becoming more data-centric. >> No, because the tool that we replaced was an effort to become more data-centric to begin with. There definitely was a corporate culture of we want to be more data-informed. So that was not one of the factors that we had to overcome. It was really tool-based. >> But the games market is so competitive, right? You guys have to be on your game all the time and you got to keep an eye on what everybody else is doing in their games, and make course corrections as I understand, something becomes hot, or new, so you guys have to be super nimble on your feet. How does taking this approach help you be more nimble in the way that you guys get new code out, new functionality? >> It's really, really very easy for us now to inject new events into the game, we basically can break those events out and report on them or analyze what's going on in the game for free with the architecture that we have now. >> Does that mean it's the equivalent of, in IT operations, we instrument everything from the applications, to the middleware, down to the hardware. Are you essentially doing the same to the game so you can follow the pathway of a gamer, or the hotspots of all the gamers, that sort of thing? >> I'm not sure I fully understand your question. >> When you're running analytics on a massively multi-player game, what questions are you seeking to answer? >> Really what we are seeking to answer at the moment is what brings people back? What behaviors can we foster in-- >> Engagement. >> in our players. Yeah, engagement, exactly. >> And that's how you measure engagement, it's just as simple as, do they come back or time on game? >> That's the most simple measure that we use for it, yeah. >> So Colin, we're short on time, want to give you the last word. When you come to a conference like this, there's a lot of peer interaction, there's some great questions coming out of the panel, around specifically, how do you measure success? It wasn't technical at all. It's, what are the things that you're using to measure whether stuff is working. I wonder if you can talk to the power of being in an ecosystem of peers here. Any surprises or great insights that you've got. I know we've only been here for a couple days. >> I would say that one of the biggest values, obviously the sessions and the breakouts are great, but I think one of the greatest values of here is simply the networking aspect of it. The being able to speak to people who are facing similar challenges, or doing similar things. Even although they're in a completely different domain, the problems are constant. Or common at least. How do you do machine learning to categorize player behaviors in our case and in other cases it's categorization of feedback that people get from websites, stuff like that. I really think the networking aspect is the most valuable thing to conferences like this. >> Alright, awesome. Well, Colin Ridell, Epic Games, thanks for taking a few minutes to stop by the CUBE. >> You're welcome, more than welcome, thank you very much. >> Absolutely, alright, George Gilbert, I'm Jeff Frick, you're watching the CUBE from Data Platforms 2017 at the historic Wigwam Resort. Thanks for watching. (upbeat techno music)

>>Hey everyone, welcome to this event, HPE Compute Security. I'm your host, Lisa Martin. Kevin Dee joins me next Senior director, future Surfer Architecture at hpe. Kevin, it's great to have you back on the program. >>Thanks, Lisa. I'm glad to be here. >>One of the topics that we're gonna unpack in this segment is, is all about cybersecurity. And if we think of how dramatically the landscape has changed in the last couple of years, I was looking at some numbers that H P V E had provided. Cybercrime will reach 10.5 trillion by 2025. It's a couple years away. The average total cost of a data breach is now over 4 million, 15% year over year crime growth predicted over the next five years. It's no longer if we get hit, it's when it's how often. What's the severity? Talk to me about the current situation with the cybersecurity landscape that you're seeing. >>Yeah, I mean the, the numbers you're talking about are just staggering and then that's exactly what we're seeing and that's exactly what we're hearing from our customers is just absolutely key. Customers have too much to lose. The, the dollar cost is just, like I said, staggering. And, and here at HP we know we have a huge part to play, but we also know that we need partnerships across the industry to solve these problems. So we have partnered with, with our, our various partners to deliver these Gen 11 products. Whether we're talking about partners like a M D or partners like our Nick vendors, storage card vendors. We know we can't solve the problem alone. And we know this, the issue is huge. And like you said, the numbers are staggering. So we're really, we're really partnering with, with all the right players to ensure we have a secure solution so we can stay ahead of the bad guys to try to limit the, the attacks on our customers. >>Right. Limit the damage. What are some of the things that you've seen particularly change in the last 18 months or so? Anything that you can share with us that's eye-opening, more eye-opening than some of the stats we already shared? >>Well, there, there's been a massive number of attacks just in the last 12 months, but I wouldn't really say it's so much changed because the amount of attacks has been increasing dramatically over the years for many, many, many years. It's just a very lucrative area for the bad guys, whether it's ransomware or stealing personal data, whatever it is, it's there. There's unfortunately a lot of money to be made into it, made from it, and a lot of money to be lost by the good guys, the good guys being our customers. So it's not so much that it's changed, it's just that it's even accelerating faster. So the real change is, it's accelerating even faster because it's becoming even more lucrative. So we have to stay ahead of these bad guys. One of the statistics of Microsoft operating environments, the number of tax in the last year, up 50% year over year, that's a huge acceleration and we've gotta stay ahead of that. We have to make sure our customers don't get impacted to the level that these, these staggering number of attacks are. The, the bad guys are out there. We've gotta protect, protect our customers from the bad guys. >>Absolutely. The acceleration that you talked about is, it's, it's kind of frightening. It's very eye-opening. We do know that security, you know, we've talked about it for so long as a, as a a C-suite priority, a board level priority. We know that as some of the data that HPE e also sent over organizations are risking are, are listing cyber risks as a top five concern in their organization. IT budgets spend is going up where security is concerned. And so security security's on everyone's mind. In fact, the cube did, I guess in the middle part of last, I did a series on this really focusing on cybersecurity as a board issue and they went into how companies are structuring security teams changing their assumptions about the right security model, offense versus defense. But security's gone beyond the board, it's top of mind and it's on, it's in an integral part of every conversation. So my question for you is, when you're talking to customers, what are some of the key challenges that they're saying, Kevin, these are some of the things the landscape is accelerating, we know it's a matter of time. What are some of those challenges and that they're key pain points that they're coming to you to help solve? >>Yeah, at the highest level it's simply that security is incredibly important to them. We talked about the numbers. There's so much money to be lost that what they come to us and say, is security's important for us? What can you do to protect us? What can you do to prevent us from being one of those statistics? So at a high level, that's kind of what we're seeing at a, with a little more detail. We know that there's customers doing digital transformations. We know that there's customers going hybrid cloud, they've got a lot of initiatives on their own. They've gotta spend a lot of time and a lot of bandwidth tackling things that are important to their business. They just don't have the bandwidth to worry about yet. Another thing which is security. So we are doing everything we can and partnering with everyone we can to help solve those problems for customers. >>Cuz we're hearing, hey, this is huge, this is too big of a risk. How do you protect us? And by the way, we only have limited bandwidth, so what can we do? What we can do is make them assured that that platform is secure, that we're, we are creating a foundation for a very secure platform and that we've worked with our partners to secure all the pieces. So yes, they still have to worry about security, but there's pieces that we've taken care of that they don't have to worry about and there's capabilities that we've provided that they can use and we've made that easy so they can build su secure solutions on top of it. >>What are some of the things when you're in customer conversations, Kevin, that you talk about with customers in terms of what makes HPE E'S approach to security really unique? >>Well, I think a big thing is security is part of our, our dna. It's part of everything we do. Whether we're designing our own asics for our bmc, the ilo ASIC ILO six used on Gen 11, or whether it's our firmware stack, the ILO firmware, our our system, UFI firmware, all those pieces in everything we do. We're thinking about security. When we're building products in our factory, we're thinking about security. When we're think designing our supply chain, we're thinking about security. When we make requirements on our suppliers, we're driving security to be a key part of those components. So security is in our D N a security's top of mind. Security is something we think about in everything we do. We have to think like the bad guys, what could the bad guy take advantage of? What could the bad guy exploit? So we try to think like them so that we can protect our customers. >>And so security is something that that really is pervasive across all of our development organizations, our supply chain organizations, our factories, and our partners. So that's what we think is unique about HPE is because security is so important and there's a whole lot of pieces of our reliance servers that we do ourselves that many others don't do themselves. And since we do it ourselves, we can make sure that security's in the design from the start, that those pieces work together in a secure manner. So we think that gives us a, an advantage from a security standpoint. >>Security is very much intention based at HPE e I was reading in some notes, and you just did a great job of talking about this, that fundamental security approach, security is fundamental to defend against threats that are increasingly complex through what you also call an uncompromising focus to state-of-the-art security and in in innovations built into your D N A. And then organizations can protect their infrastructure, their workloads, their data from the bad guys. Talk to us briefly in our final few minutes here, Kevin, about fundamental uncompromising protected the value in it for me as an HPE customer. >>Yeah, when we talk about fundamental, we're talking about the those fundamental technologies that are part of our platform. Things like we've integrated TPMS and sorted them down in our platforms. We now have platform certificates as a standard part of the platform. We have I dev id and probably most importantly, our platforms continue to support what we really believe was a groundbreaking technology, Silicon Root of trust and what that's able to do. We have millions of lines of firmware code in our platforms and with Silicon Root of trust, we can authenticate all of those lines of firmware. Whether we're talking about the the ILO six firmware, our U E I firmware, our C P L D in the system, there's other pieces of firmware. We authenticate all those to make sure that not a single line of code, not a single bit has been changed by a bad guy, even if the bad guy has physical access to the platform. >>So that silicon route of trust technology is making sure that when that system boots off and that hands off to the operating system and then eventually the customer's application stack that it's starting with a solid foundation, that it's starting with a system that hasn't been compromised. And then we build other things into that silicon root of trust, such as the ability to do the scans and the authentications at runtime, the ability to automatically recover if we detect something has been compromised, we can automatically update that compromised piece of firmware to a good piece before we've run it because we never want to run firmware that's been compromised. So that's all part of that Silicon Root of Trust solution and that's a fundamental piece of the platform. And then when we talk about uncompromising, what we're really talking about there is how we don't compromise security. >>And one of the ways we do that is through an extension of our Silicon Root of trust with a capability called S Spdm. And this is a technology that we saw the need for, we saw the need to authenticate our option cards and the firmware in those option cards. Silicon Root Prota, Silicon Root Trust protects against many attacks, but one piece it didn't do is verify the actual option card firmware and the option cards. So we knew to solve that problem we would have to partner with others in the industry, our nick vendors, our storage controller vendors, our G vendors. So we worked with industry standards bodies and those other partners to design a capability that allows us to authenticate all of those devices. And we worked with those vendors to get the support both in their side and in our platform side so that now Silicon Rivers and trust has been extended to where we protect and we trust those option cards as well. >>So that's when, when what we're talking about with Uncompromising and with with Protect, what we're talking about there is our capabilities around protecting against, for example, supply chain attacks. We have our, our trusted supply chain solution, which allows us to guarantee that our server, when it leaves our factory, what the server is, when it leaves our factory, will be what it is when it arrives at the customer. And if a bad guy does anything in that transition, the transit from our factory to the customer, they'll be able to detect that. So we enable certain capabilities by default capability called server configuration lock, which can ensure that nothing in the server exchange, whether it's firmware, hardware, configurations, swapping out processors, whatever it is, we'll detect if a bad guy did any of that and the customer will know it before they deploy the system. That gets enabled by default. >>We have an intrusion detection technology option when you use by the, the trusted supply chain that is included by default. That lets you know, did anybody open that system up, even if the system's not plugged in, did somebody take the hood off and potentially do something malicious to it? We also enable a capability called U EFI secure Boot, which can go authenticate some of the drivers that are located on the option card itself. Those kind of capabilities. Also ilo high security mode gets enabled by default. So all these things are enabled in the platform to ensure that if it's attacked going from our factory to the customer, it will be detected and the customer won't deploy a system that's been maliciously attacked. So that's got >>It, >>How we protect the customer through those capabilities. >>Outstanding. You mentioned partners, my last question for you, we've got about a minute left, Kevin is bring AMD into the conversation, where do they fit in this >>AMD's an absolutely crucial partner. No one company even HP can do it all themselves. There's a lot of partnerships, there's a lot of synergies working with amd. We've been working with AMD for almost 20 years since we delivered our first AM MD base ProLiant back in 2004 H HP ProLiant, DL 5 85. So we've been working with them a long time. We work with them years ahead of when a processor is announced, we benefit each other. We look at their designs and help them make their designs better. They let us know about their technology so we can take advantage of it in our designs. So they have a lot of security capabilities, like their memory encryption technologies, their a MD secure processor, their secure encrypted virtualization, which is an absolutely unique and breakthrough technology to protect virtual machines and hypervisor environments and protect them from malicious hypervisors. So they have some really great capabilities that they've built into their processor, and we also take advantage of the capabilities they have and ensure those are used in our solutions and in securing the platform. So a really such >>A great, great partnership. Great synergies there. Kevin, thank you so much for joining me on the program, talking about compute security, what HPE is doing to ensure that security is fundamental, that it is unpromised and that your customers are protected end to end. We appreciate your insights, we appreciate your time. >>Thank you very much, Lisa. >>We've just had a great conversation with Kevin Depu. Now I get to talk with David Chang, data center solutions marketing lead at a md. David, welcome to the program. >>Thank, thank you. And thank you for having me. >>So one of the hot topics of conversation that we can't avoid is security. Talk to me about some of the things that AMD is seeing from the customer's perspective, why security is so important for businesses across industries. >>Yeah, sure. Yeah. Security is, is top of mind for, for almost every, every customer I'm talking to right now. You know, there's several key market drivers and, and trends, you know, in, out there today that's really needing a better and innovative solution for, for security, right? So, you know, the high cost of data breaches, for example, will cost enterprises in downtime of, of the data center. And that time is time that you're not making money, right? And potentially even leading to your, to the loss of customer confidence in your, in your cust in your company's offerings. So there's real costs that you, you know, our customers are facing every day not being prepared and not having proper security measures set up in the data center. In fact, according to to one report, over 400 high-tech threats are being introduced every minute. So every day, numerous new threats are popping up and they're just, you know, the, you know, the bad guys are just getting more and more sophisticated. So you have to take, you know, measures today and you have to protect yourself, you know, end to end with solutions like what a AM MD and HPE has to offer. >>Yeah, you talked about some of the costs there. They're exorbitant. I've seen recent figures about the average, you know, cost of data breacher ransomware is, is close to, is over $4 million, the cost of, of brand reputation you brought up. That's a great point because nobody wants to be the next headline and security, I'm sure in your experiences. It's a board level conversation. It's, it's absolutely table stakes for every organization. Let's talk a little bit about some of the specific things now that A M D and HPE E are doing. I know that you have a really solid focus on building security features into the EPIC processors. Talk to me a little bit about that focus and some of the great things that you're doing there. >>Yeah, so, you know, we partner with H P E for a long time now. I think it's almost 20 years that we've been in business together. And, and you know, we, we help, you know, we, we work together design in security features even before the silicons even, you know, even born. So, you know, we have a great relationship with, with, with all our partners, including hpe and you know, HPE has, you know, an end really great end to end security story and AMD fits really well into that. You know, if you kind of think about how security all started, you know, in, in the data center, you, you've had strategies around encryption of the, you know, the data in, in flight, the network security, you know, you know, VPNs and, and, and security on the NS. And, and even on the, on the hard drives, you know, data that's at rest. >>You know, encryption has, you know, security has been sort of part of that strategy for a a long time and really for, you know, for ages, nobody really thought about the, the actual data in use, which is, you know, the, the information that's being passed from the C P U to the, the, the memory and, and even in virtualized environments to the, the, the virtual machines that, that everybody uses now. So, you know, for a long time nobody really thought about that app, you know, that third leg of, of encryption. And so a d comes in and says, Hey, you know, this is things that as, as the bad guys are getting more sophisticated, you, you have to start worrying about that, right? And, you know, for example, you know, you know, think, think people think about memory, you know, being sort of, you know, non-persistent and you know, when after, you know, after a certain time, the, the, you know, the, the data in the memory kind of goes away, right? >>But that's not true anymore because even in in memory data now, you know, there's a lot of memory modules that still can retain data up to 90 minutes even after p power loss. And with something as simple as compressed, compressed air or, or liquid nitrogen, you can actually freeze memory dams now long enough to extract the data from that memory module for up, you know, up, up to two or three hours, right? So lo more than enough time to read valuable data and, and, and even encryption keys off of that memory module. So our, our world's getting more complex and you know, more, the more data out there, the more insatiable need for compute and storage. You know, data management is becoming all, all the more important, you know, to keep all of that going and secure, you know, and, and creating security for those threats. It becomes more and more important. And, and again, especially in virtualized environments where, you know, like hyperconverged infrastructure or vir virtual desktop memories, it's really hard to keep up with all those different attacks, all those different attack surfaces. >>It sounds like what you were just talking about is what AMD has been able to do is identify yet another vulnerability Yes. Another attack surface in memory to be able to, to plug that hole for organizations that didn't, weren't able to do that before. >>Yeah. And, you know, and, and we kind of started out with that belief that security needed to be scalable and, and able to adapt to, to changing environments. So, you know, we, we came up with, you know, the, you know, the, the philosophy or the design philosophy that we're gonna continue to build on those security features generational generations and stay ahead of those evolving attacks. You know, great example is in, in the third gen, you know, epic C P U, that family that we had, we actually created this feature called S E V S N P, which stands for SECURENESS Paging. And it's really all around this, this new attack where, you know, your, the, the, you know, it's basically hypervisor based attacks where people are, you know, the bad actors are writing in to the memory and writing in basically bad data to corrupt the mem, you know, to corrupt the data in the memory. So s e V S and P is, was put in place to help, you know, secure that, you know, before that became a problem. And, you know, you heard in the news just recently that that becoming a more and more, more of a bigger issue. And the great news is that we had that feature built in, you know, before that became a big problem. >>And now you're on the fourth gen, those epic crosses talk of those epic processes. Talk to me a little bit about some of the innovations that are now in fourth gen. >>Yeah, so in fourth gen we actually added, you know, on top of that. So we've, we've got, you know, the sec the, the base of our, our, what we call infinity guard is, is all around the secure boot. The, you know, the, the, the, the secure root of trust that, you know, that we, we work with HPE on the, the strong memory encryption and the S E V, which is the secure encrypted virtualization. And so remember those s s and p, you know, incap capabilities that I talked about earlier. We've actually, in the fourth gen added two x the number of sev v s and P guests for even higher number of confidential VMs to support even more customers than before. Right? We've also added more guest protection from simultaneous multi threading or S M T side channel attacks. And, you know, while it's not officially part of Infinity Guard, we've actually added more APEC acceleration, which greatly benefits the security of those confidential VMs with the larger number of VCPUs, which basically means that you can build larger VMs and still be secured. And then lastly, we actually added even stronger a e s encryption. So we went from 128 bit to 256 bit, which is now military grade encryption on top of that. And, you know, and, and that's really, you know, the de facto crypto cryptography that is used for most of the applications for, you know, customers like the US federal government and, and all, you know, the, is really an essential element for memory security and the H B C applications. And I always say if it's good enough for the US government, it's good enough for you. >>Exactly. Well, it's got to be, talk a little bit about how AMD is doing this together with HPE a little bit about the partnership as we round out our conversation. >>Sure, absolutely. So security is only as strong as the layer below it, right? So, you know, that's why modern security must be built in rather than, than, you know, bolted on or, or, or, you know, added after the fact, right? So HPE and a MD actually developed this layered approach for protecting critical data together, right? Through our leadership and, and security features and innovations, we really deliver a set of hardware based features that, that help decrease potential attack surfaces. With, with that holistic approach that, you know, that safeguards the critical information across system, you know, the, the entire system lifecycle. And we provide the confidence of built-in silicon authentication on the world's most secure industry standard servers. And with a 360 degree approach that brings high availability to critical workloads while helping to defend, you know, against internal and external threats. So things like h hp, root of silicon root of trust with the trusted supply chain, which, you know, obviously AMD's part of that supply chain combined with AMD's Infinity guard technology really helps provide that end-to-end data protection in today's business. >>And that is so critical for businesses in every industry. As you mentioned, the attackers are getting more and more sophisticated, the vulnerabilities are increasing. The ability to have a pa, a partnership like H P E and a MD to deliver that end-to-end data protection is table stakes for businesses. David, thank you so much for joining me on the program, really walking us through what am MD is doing, the the fourth gen epic processors and how you're working together with HPE to really enable security to be successfully accomplished by businesses across industries. We appreciate your insights. >>Well, thank you again for having me, and we appreciate the partnership with hpe. >>Well, you wanna thank you for watching our special program HPE Compute Security. I do have a call to action for you. Go ahead and visit hpe com slash security slash compute. Thanks for watching.

>>Welcome to the Cube's Continuing coverage of AMD's fourth generation Epic launch. I'm Dave Nicholson and I'm joining you here in our Palo Alto Studios. We have two very interesting guests to dive into some of the announcements that have been made and maybe take a look at this from an AI and ML perspective. Our first guest is Milland Doley. He's a senior director for software and solutions at amd, and we're also joined by Shamus Jones, who's a director of server engineering at Dell Technologies. Welcome gentlemen. How are you? >>Very good, thank >>You. Welcome to the Cube. So let's start out really quickly, Shamus, what, give us a thumbnail sketch of what you do at Dell. >>Yeah, so I'm the director of technical marketing engineering here at Dell, and our team really takes a look at the technical server portfolio and solutions and ensures that we can look at, you know, the performance metrics, benchmarks, and performance characteristics, so that way we can give customers a good idea of what they can expect from the server portfolio when they're looking to buy Power Edge from Dell. >>Milland, how about you? What's, what's new at a M D? What do you do there? >>Great to be here. Thank you for having me at amd, I'm the senior director of performance engineering and ISV ecosystem enablement, which is a long winter way of saying we do a lot of benchmarks, improved performance and demonstrate with wonderful partners such as Shamus and Dell, the combined leverage that AMD four generation processes and Dell systems can bring to bear on a multitude of applications across the industry spectrum. >>Shamus, talk about that relationship a little bit more. The relationship between a M D and Dell. How far back does it go? What does it look like in practical terms? >>Absolutely. So, you know, ever since AM MD reentered the server space, we've had a very close relationship. You know, it's one of those things where we are offering solutions that are out there to our customers no matter what generation A portfolio, if they're, if they're demanding either from their competitor or a m d, we offer a portfolio solutions that are out there. What we're finding is that within their generational improvements, they're just getting better and better and better. Really exciting things happening from a m D at the moment, and we're seeing that as we engineer those CPU stacks into our, our server portfolio, you know, we're really seeing unprecedented performance across the board. So excited about the, the history, you know, my team and Lin's team work very closely together, so much so that we were communicating almost on a daily basis around portfolio platforms and updates around the, the, the benchmarks testing and, and validation efforts. >>So Melind, are you happy with these PowerEdge boxes that Seamus is building to, to house, to house your baby? >>We are delighted, you know, it's hard to find stronger partners than Shamus and Dell with AMD's, second generation epic service CPUs. We already had undisputable industry performance leadership, and then with the third and now the fourth generation CPUs, we've just increased our lead with competition. We've got so many outstanding features at the platform, at the CPU level, everybody focuses on the high core counts, but there's also the DDR five, the memory, the io, and the storage subsystem. So we believe we have a fantastic performance and performance per dollar performance per what edge over competition, and we look to partners such as Dell to help us showcase that leadership. >>Well. So Shay Yeah, through Yeah, go ahead >>Dave. What, what I'd add, Dave, is that through the, the partnership that we've had, you know, we've been able to develop subsystems and platform features that historically we couldn't have really things around thermals power efficiency and, and efficiency within the platform. That means that customers can get the most out of their compute infrastructure. >>So this is gonna be a big question moving forward as next generation platforms are rolled out, there's the potential for people to have sticker shock. You talk about something that has eight or 12 cores in a, in a physical enclosure versus 96 cores, and, and I guess the, the question is, do the ROI and TCO numbers look good for someone to make that upgrade? Shamus, you wanna, you wanna hit that first or you guys are integrated? >>Absolutely, yeah, sorry. Absolutely. So we, I'll tell you what, at the moment, customers really can't afford not to upgrade at the moment, right? We've taken a look at the cost basis of keeping older infrastructure in place, let's say five or seven year old infrastructure servers that are, that are drawing more power maybe are, are poorly utilized within the infrastructure and take more and more effort and time to manage, maintain and, and really keep in production. So as customers look to upgrade or refresh their platforms, what we're finding right is that they can take a dynamic consolidation sometimes 5, 7, 8 to one consolidation depending on which platform they have as a historical and which one they're looking to upgrade to. Within AI specifically and machine learning frameworks, we're seeing really unprecedented performance. Lin's team partnered with us to deliver multiple benchmarks for the launch, some of which we're still continuing to see the goodness from things like TP C X AI as a framework, and I'm talking about here specifically the CPU U based performance. >>Even though in a lot of those AI frameworks, you would also expect to have GPUs, which all of the four platforms that we're offering on the AM MD portfolio today offer multiple G P U offerings. So we're seeing a balance between a huge amount of C P U gain and performance, as well as more and more GPU offerings within the platform. That was real, that was a real challenge for us because of the thermal challenges. I mean, you think GPUs are going up 300, 400 watt, these CPUs at 96 core are, are quite demanding thermally, but what we're able to do is through some, some unique smart cooling engineering within the, the PowerEdge portfolio, we can take a look at those platforms and make the most efficient use case by having things like telemetry within the platform so that way we can dynamically change fan speeds to get customers the best performance without throttling based on their need. >>Melin the cube was at the Supercomputing conference in Dallas this year, supercomputing conference 2022, and a lot of the discussion was around not only advances in microprocessor technology, but also advances in interconnect technology. How do you manage that sort of research partnership with Dell when you aren't strictly just focusing on the piece that you are bringing to the party? It's kind of a potluck, you know, we, we, we, we mentioned P C I E Gen five or 5.0, whatever you want to call it, new DDR storage cards, Nicks, accelerators, all of those, all of those things. How do you keep that straight when those aren't things that you actually build? >>Well, excellent question, Dave. And you know, as we are developing the next platform, obviously the, the ongoing relationship is there with Dell, but we start way before launch, right? Sometimes it's multiple years before launch. So we are not just focusing on the super high core counts at the CPU level and the platform configurations, whether it's single socket or dual socket, we are looking at it from the memory subsystem from the IO subsystem, P c i lanes for storage is a big deal, for example, in this generation. So it's really a holistic approach. And look, core counts are, you know, more important at the higher end for some customers h HPC space, some of the AI applications. But on the lower end you have database applications or some other is s v applications that care a lot about those. So it's, I guess different things matter to different folks across verticals. >>So we partnered with Dell very early in the cycle, and it's really a joint co-engineering. Shamus talked about the focus on AI with TP C X xci, I, so we set five world records in that space just on that one benchmark with AD and Dell. So fantastic kick kick off to that across a multitude of scale factors. But PPP c Xci is not just the only thing we are focusing on. We are also collaborating with Dell and des e i on some of the transformer based natural language processing models that we worked on, for example. So it's not just a steep CPU story, it's CPU platform, es subsystem software and the whole thing delivering goodness across the board to solve end user problems in AI and and other verticals. >>Yeah, the two of you are at the tip of the spear from a performance perspective. So I know it's easy to get excited about world records and, and they're, they're fantastic. I know Shamus, you know, that, you know, end user customers might, might immediately have the reaction, well, I don't need a Ferrari in my data center, or, you know, what I need is to be able to do more with less. Well, aren't we delivering that also? And you know, you imagine you milland you mentioned natural, natural language processing. Shamus, are you thinking in 2023 that a lot more enterprises are gonna be able to afford to do things like that? I mean, what are you hearing from customers on this front? >>I mean, while the adoption of the top bin CPU stack is, is definitely the exception, not the rule today we are seeing marked performance, even when we look at the mid bin CPU offerings from from a m d, those are, you know, the most common sold SKUs. And when we look at customers implementations, really what we're seeing is the fact that they're trying to make the most, not just of dollar spend, but also the whole subsystem that Melin was talking about. You know, the fact that balanced memory configs can give you marked performance improvements, not just at the CPU level, but as actually all the way through to the, to the application performance. So it's, it's trying to find the correct balance between the application needs, your budget, power draw and infrastructure within the, the data center, right? Because not only could you, you could be purchasing and, and look to deploy the most powerful systems, but if you don't have an infrastructure that's, that's got the right power, right, that's a large challenge that's happening right now and the right cooling to deal with the thermal differences of the systems, might you wanna ensure that, that you can accommodate those for not just today but in the future, right? >>So it's, it's planning that balance. >>If I may just add onto that, right? So when we launched, not just the fourth generation, but any generation in the past, there's a natural tendency to zero in on the top bin and say, wow, we've got so many cores. But as Shamus correctly said, it's not just that one core count opn, it's, it's the whole stack. And we believe with our four gen CPU processor stack, we've simplified things so much. We don't have, you know, dozens and dozens of offerings. We have a fairly simple skew stack, but we also have a very efficient skew stack. So even, even though at the top end we've got 96 scores, the thermal budget that we require is fairly reasonable. And look, with all the energy crisis going around, especially in Europe, this is a big deal. Not only do customers want performance, but they're also super focused on performance per want. And so we believe with this generation, we really delivered not just on raw performance, but also on performance per dollar and performance per one. >>Yeah. And it's not just Europe, I'm, we're, we are here in Palo Alto right now, which is in California where we all know the cost of an individual kilowatt hour of electricity because it's quite, because it's quite high. So, so thermals, power cooling, all of that, all of that goes together and that, and that drives cost. So it's a question of how much can you get done per dollar shame as you made the point that you, you're not, you don't just have a one size fits all solution that it's, that it's fit for function. I, I'm, I'm curious to hear from you from the two of you what your thoughts are from a, from a general AI and ML perspective. We're starting to see right now, if you hang out on any kind of social media, the rise of these experimental AI programs that are being presented to the public, some will write stories for you based on prom, some will create images for you. One of the more popular ones will create sort of a, your superhero alter ego for, I, I can't wait to do it, I just got the app on my phone. So those are all fun and they're trivial, but they sort of get us used to this idea that, wow, these systems can do things. They can think on their own in a certain way. W what do, what do you see the future of that looking like over the next year in terms of enterprises, what they're going to do for it with it >>Melan? Yeah, I can go first. Yeah, yeah, yeah, yeah, >>Sure. Yeah. Good. >>So the couple of examples, Dave, that you mentioned are, I, I guess it's a blend of novelty and curiosity. You know, people using AI to write stories or poems or, you know, even carve out little jokes, check grammar and spelling very useful, but still, you know, kind of in the realm of novelty in the mainstream, in the enterprise. Look, in my opinion, AI is not just gonna be a vertical, it's gonna be a horizontal capability. We are seeing AI deployed across the board once the models have been suitably trained for disparate functions ranging from fraud detection or anomaly detection, both in the financial markets in manufacturing to things like image classification or object detection that you talked about in, in the sort of a core AI space itself, right? So we don't think of AI necessarily as a vertical, although we are showcasing it with a specific benchmark for launch, but we really look at AI emerging as a horizontal capability and frankly, companies that don't adopt AI on a massive scale run the risk of being left behind. >>Yeah, absolutely. There's an, an AI as an outcome is really something that companies, I, I think of it in the fact that they're adopting that and the frameworks that you're now seeing as the novelty pieces that Melin was talking about is, is really indicative of the under the covers activity that's been happening within infrastructures and within enterprises for the past, let's say 5, 6, 7 years, right? The fact that you have object detection within manufacturing to be able to, to be able to do defect detection within manufacturing lines. Now that can be done on edge platforms all the way at the device. So you're no longer only having to have things be done, you know, in the data center, you can bring it right out to the edge and have that high performance, you know, inferencing training models. Now, not necessarily training at the edge, but the inferencing models especially, so that way you can, you know, have more and, and better use cases for some of these, these instances things like, you know, smart cities with, with video detection. >>So that way they can see, especially during covid, we saw a lot of hospitals and a lot of customers that were using using image and, and spatial detection within their, their video feeds to be able to determine who and what employees were at risk during covid. So there's a lot of different use cases that have been coming around. I think the novelty aspect of it is really interesting and I, I know my kids, my daughters love that, that portion of it, but really what's been happening has been exciting for quite a, quite a period of time in the enterprise space. We're just now starting to actually see those come to light in more of a, a consumer relevant kind of use case. So the technology that's been developed in the data center around all of these different use cases is now starting to feed in because we do have more powerful compute at our fingertips. We do have the ability to talk more about the framework and infrastructure that's that's right out at the edge. You know, I know Dave in the past you've said things like the data center of, you know, 20 years ago is now in my hand as, as my cell phone. That's right. And, and that's, that's a fact and I'm, it's exciting to think where it's gonna be in the next 10 or 20 years. >>One terabyte baby. Yeah. One terabyte. Yeah. It's mind bo. Exactly. It's mind boggling. Yeah. And it makes me feel old. >>Yeah, >>Me too. And, and that and, and Shamus, that all sounded great. A all I want is a picture of me as a superhero though, so you guys are already way ahead of the curve, you know, with, with, with that on that note, Seamus wrap us up with, with a, with kind of a summary of the, the highlights of what we just went through in terms of the performance you're seeing out of this latest gen architecture from a md. >>Absolutely. So within the TPC xai frameworks that Melin and my team have worked together to do, you know, we're seeing unprecedented price performance. So the fact that you can get 220% uplift gen on gen for some of these benchmarks and, you know, you can have a five to one consolidation means that if you're looking to refresh platforms that are historically legacy, you can get a, a huge amount of benefit, both in reduction in the number of units that you need to deploy and the, the amount of performance that you can get per unit. You know, Melinda had mentioned earlier around CPU performance and performance per wat, specifically on the Tu socket two U platform using the fourth generation a m d Epic, you know, we're seeing a 55% higher C P U performance per wat that is that, you know, when for people who aren't necessarily looking at these statistics, every generation of servers, that that's, that is a huge jump leap forward. >>That combined with 121% higher spec scores, you know, as a benchmark, those are huge. Normally we see, let's say a 40 to 60% performance improvement on the spec benchmarks, we're seeing 121%. So while that's really impressive at the top bin, we're actually seeing, you know, large percentile improvements across the mid bins as well, you know, things in the range of like 70 to 90% performance improvements in those standard bins. So it, it's a, it's a huge performance improvement, a power efficiency, which means customers are able to save energy, space and time based on, on their deployment size. >>Thanks for that Shamus, sadly, gentlemen, our time has expired. With that, I want to thank both of you. It's a very interesting conversation. Thanks for, thanks for being with us, both of you. Thanks for joining us here on the Cube for our coverage of AMD's fourth generation Epic launch. Additional information, including white papers and benchmarks plus editorial coverage can be found on does hardware matter.com.

(intro upbeat music) >> Hello everyone and welcome to our continued coverage of AWS re:Invent here on theCUBE. My name is Savannah Peterson and I am very excited about the conversation coming up. Not only are we joined by two brilliant minds in the cloud, one of them happens to be a CUBE alumni. Please welcome Mike from AMD and Ali from Dropbox. Ali, welcome back to the show, how you been? >> Thanks Savannah. I'm doing great and really excited to be back on theCUBE. It was great discussion last time and really excited for both re:Invent and also to see how this video turns out. >> Hey, that makes two of us and probably three of us. How are you doing today, Mike? >> Doing great. It's really nice to be getting back to in-person events again and to be out solving problems with customers and partners like Dropbox. >> I know, isn't it? We've all missed each other. Was a lonely couple of years. Mike, I'm going to open it up with you. I'm sure a lot of people are curious. What's new at AMD? >> Well, there's a lot that's new at AMD, so I'll share a subset of what's new and what we've been working on. We've expanded our global coverage in Amazon EC2 with new regions and instance types. So users can deploy any application pretty much anywhere AWS has a presence. Our partner ecosystems for solutions and services has expanded quite a bit. We're currently focused on enabling partners and solutions that focus on cloud cost optimization, modernizing infrastructure, and pushing performance to the limit, especially for HPC. But the biggest buzz, of course, is around AMD's new fourth generation of our EPYC CPU Genoa. It's the world's fastest data center CPU with transformative energy efficiency and that's a really interesting combination, highest performance and most efficient. So on launch day, AWS announced their plans to roll out AMD EPYC Genoa processor-based EC2 instances. So we're pretty excited about that and that's what we'll be working on in the near term. >> Wow, that's a big deal and certainly not a casual announcement. Obviously, power and efficiency hot topics here at re:Invent but also looking at the greater impact on the planet is a big conversation we've been having here as well. So this is exciting and timely and congratulations to you and the team on all that seems to be going on. Ali, what's going on at Dropbox? >> Yeah, thanks Savannah. The Q3 2022 was actually a very strong quarter for Dropbox during a very difficult macroeconomic backdrop. Our focus has continued to be on innovation and this is around both new products and also driving multi-product adoption which is paying a lot of dividends for us, so essentially, bringing products like Dropbox Sign, DocSend, Capture, and other exciting products to our customers. On the infra side, it's all about how do we scale our infrastructure to meet the business needs, right? How do we keep up with the accelerated growth during the pandemic and also leveraging both AMD and AWS for investments in our public cloud? >> Let's talk about the cloud a bit. You are both cloud experts and I'm glad that you brought that up. We'll keep it there with Ali. When, why, and how should users leverage public cloud? >> Yeah, so Dropbox is hybrid cloud which means we are running applications both in private and public cloud and within a unique position to leverage the best of both worlds. And Savannah, this is a decision we continue to reevaluate on a regular basis. And there are really three key factors that come into play here. First is scale and scale, are we operating at a scale where customization is cost-efficient for us? Next is uniqueness. Is our workload unique compared to what the public cloud supports? And lastly, innovation. Do we have the expertise to innovate faster than public cloud or not? So based on these three key factors, we try and balance all of them and then come up with the best option for us at Dropbox. And kind of elaborating over here, things like international storage, we're leveraging public cloud, things like AI and ML, we're leveraging public cloud, but when we talk about Magic Pocket, which is our multi-exabyte storage system, that has the scale which is why we are doing that on our own private cloud. >> Wow, I think you just gave everybody a fantastic framework for thinking about their decision matrix there if nothing else. Mike, is there anything that you'd like to add to that? Anything that AMD considers when contemplating public cloud versus private? >> Yeah, so there's really three main drivers that I see when users consider when, why, and how should they leverage public cloud. Three main drivers: establishing a global footprint, accelerating product release cycles, and efficiently rightsizing infrastructure. So customers looking to establish a global footprint often turn to public cloud deployments to quickly reach their clients in workforces around the world, most importantly with minimal capital expense. I understand Dropbox uses public cloud to establish their global presence scaling out from their core data centers in North America. And then a lot of industries have tremendous pressure to accelerate product release cycles. With public cloud, organizations can immediately deploy new applications without a long site and hardware acquisition cycle and then the associated ongoing maintenance and operational overhead. And the third thing is customers that need to rightsize and dynamically scale their infrastructure and application deployments are drawn to public cloud, for example, customers that have cyclical compute or application load peaks can efficiently deploy in the cloud without overdeploying their on-prem infrastructure for most of the year which is off-peak during those off-peak times. That infrastructure idle time is a waste of resources and OPEX. So scalable rightsizing draws a lot of users to cloud deployment. >> Yeah, wow. I think there's a lot of factors to consider but also it seems like a pretty streamlined process for navigating that or at least you two both made it sound that way. Another hot topic in the space right now is security. Mike, let's start with you a little bit. What are the most important security issues for AMD right now that you can talk about? >> Yeah, sure. So, well, first of all, AWS provides a wide variety of really good security services to protect customers that are working in the cloud. Like from a processor technology perspective, there's three main security aspects to consider, two of which are common practice today and one of which AMD brings significant differentiation and value. The first two are protecting data at rest and data in transit. And these two are part of the prevalent security models of today where AMD provides distinct value and differentiation is in protecting data in use. So EPYC Milan and Genoa processors support a function called SEV-SNP and this enables users to reside and their applications to reside within their own cryptographic context and environment with data integrity protection to accomplish what's called comprehensive confidential computing. Ethics confidential computing solution is hardware-based. So it's easy to leverage, there's no code rewrite required unlike comparable solutions that are software-based that require recoding to a proprietary SDK and come with a significant performance trade-off. So with EPYC processors, you can protect your data at rest, in transit, and most importantly, in use. >> Everybody needs to protect their data everywhere it is. So I love that. That's fantastic to hear and I'm sure gives your customers a lot of confidence. What about over at Dropbox? What security issues are you facing, Ali? >> Yeah, so the first company value at Dropbox is actually being worthy of trust, and what this really means from a security perspective is how do we keep all of our users content safe? And this means keeping everything down to all of the infrastructure hardware secure. So partnering with AMD, which is one of our strongest partners out there, the new security features that AMD have and the hardware are critical for us and we are able to take advantage of some of these best security practices within our compute infrastructure by leveraging AMD's secure ship architecture. >> How important, you just touched on it a little bit, and I want to ask, how important are partnerships like the one you have with each other as you innovate at scale? Ali, you're nodding, I'm going to go to you first. >> Yeah, so like I mentioned, the partnership with with AMD is one of the strongest that we have and it just goes beyond like a regular partnership where it's just buy and sell. We talk about technology together, we talk about innovation together, we talk about partnership together, and for us, as I look look at our hybrid cloud strategy, we would not be able to get the benefits in terms of efficiency, scale, or liability performance without having a strong partner like AMD. >> That's awesome. Mike, anything you want to add there? >> I'd reiterate some of what Ali had to say. One of my favorite parts about my job is getting together with partners and customers to figure out how to optimize their applications and deployments around the world to get the most efficient use of the cloud infrastructure for servers that are based on AMD technology. In many cases, we can find 10% or better performance or cost optimization by working closely with partners like Dropbox. And then in addition, if we keep in lock step together to look at what's coming on the roadmap, by the time the latest and greatest technology is finally deployed, our customers and our partners are ready to take advantage of it. So that's the fun part of the job and I really appreciate the Dropbox's cooperation, optimizing their infrastructure, and using AMD products >> Well, what a synergistic relationship of mutual admiration and support. We love to hear it here in the tech world. Mike, last question for you. What's next for AMD? >> Well, heading into 2023, considering the current challenge macroeconomic environment and geopolitical instability, doing more with less will be top of mind for many CFOs and CEOs in 2023. And AMD can help accomplish that. AMD's EPYC processors, leadership performance, and lower EC2 retail costs can help users reduce costs without impacting performance, or the flip side of that, they can scale capacity without increasing costs. And because of EPYC's higher core counts, really high core density, applications can be deployed with fewer servers or smaller instances that has both economic and environmental benefits that reduce usage costs as well as environmental impacts. And that allows customers to optimize their application and infrastructure spend. And then the second thing that I've seen over the last couple of years and I see this trajectory continuing is increased geographic distribution of our colleagues and workforces is here to stay, people work from everywhere. In modern cross platform, collaboration platforms, that bring teams, tools, and content together have a really important role to play to enable that new, more flexible style of working. And those tools need to be really agile and easy to use. I think Dropbox is really well positioned to enable this new style of working. AMD's really happy to work closely with Dropbox to enable these modern work styles, both on premises, hybrid, and fully in the public cloud. >> Well, it sounds like a very exciting and optimistically, bright future for you all at AMD. We love to hear that here at theCUBE. Ali, what about you? What is 2023 going to hold for Dropbox? >> Yeah, so I think we're going to continue on this journey of transformation where our focus is on new products and also multi-product adoption. And from a cloud perspective, how do we continue to evolve our hybrid cloud so that we remain a competitive advantage for our business and also for our customers? I think right now, Savannah, we're in a very unique position to utilize some of the best AMD technology that's out there and that's both on premise and in the cloud. Some of the AMD Epic processors delivered the performance that we need for our hybrid cloud and we want to continue to leverage these also in public cloud which is the EC2 instances that are powered by AMD in the long run. So overall, Dropbox is looking forward to continue to evaluate some of the AMD's Genoa CPUs that are coming out but also want to continue to grow our EC2 footprint powered by AMD in the long run. >> Fantastic. Well, it sounds like this second showing here on theCUBE is just the tee up for your third and we'll definitely have to have Mike back on for the second time around to hear how things are going. Thank you both so much for taking the time today to join me here. Mike and Ali, it was fantastic getting to chat to you and thank you to our audience for tuning into theCUBE's special coverage of AWS re:Invent. My name's Savannah Peterson and I hope we can learn together soon. (outro upbeat music)

(upbeat music) >> We're back at SC22 SuperComputing Conference in Dallas. My name's Paul Gillan, my co-host, John Furrier, SiliconANGLE founder. And huge exhibit floor here. So much activity, so much going on in HPC, and much of it around the chips from AMD, which has been on a roll lately. And in partnership with Dell, our guests are Brian Payne, Dell Technologies, VP of Product Management for ISG mid-range technical solutions, and Raghu Nambiar, corporate vice president of data system, data center ecosystem, and application engineering, that's quite a mouthful, at AMD, And gentlemen, welcome. Thank you. >> Thanks for having us. >> This has been an evolving relationship between you two companies, obviously a growing one, and something Dell was part of the big general rollout, AMD's new chip set last week. Talk about how that relationship has evolved over the last five years. >> Yeah, sure. Well, so it goes back to the advent of the EPIC architecture. So we were there from the beginning, partnering well before the launch five years ago, thinking about, "Hey how can we come up with a way to solve customer problems? address workloads in unique ways?" And that was kind of the origin of the relationship. We came out with some really disruptive and capable platforms. And then it continues, it's continued till then, all the way to the launch of last week, where we've introduced four of the most capable platforms we've ever had in the PowerEdge portfolio. >> Yeah, I'm really excited about the partnership with the Dell. As Brian said, we have been partnering very closely for last five years since we introduced the first generation of EPIC. So we collaborate on, you know, system design, validation, performance benchmarks, and more importantly on software optimizations and solutions to offer out of the box experience to our customers. Whether it is HPC or databases, big data analytics or AI. >> You know, you guys have been on theCUBE, you guys are veterans 2012, 2014 back in the day. So much has changed over the years. Raghu, you were on the founding chair of the TPC for AI. We've talked about the different iterations of power service. So much has changed. Why the focus on these workloads now? What's the inflection point that we're seeing here at SuperComputing? It feels like we've been in this, you know run the ball, get, gain a yard, move the chains, you know, but we feel, I feel like there's a moment where the there's going to be an unleashing of innovation around new use cases. Where's the workloads? Why the performance? What are some of those use cases right now that are front and center? >> Yeah, I mean if you look at today, the enterprise ecosystem has become extremely complex, okay? People are running traditional workloads like Relational Database Management Systems, also new generation of workloads with the AI and HPC and actually like AI actually HPC augmented with some of the AI technologies. So what customers are looking for is, as I said, out of the box experience, or time to value is extremely critical. Unlike in the past, you know, people, the customers don't have the time and resources to run months long of POCs, okay? So that's one idea that we are focusing, you know, working closely with Dell to give out of the box experience. Again, you know, the enterprise applicate ecosystem is, you know, really becoming complex and the, you know, as you mentioned, some of the industry standard benchmark is designed to give the fair comparison of performance, and price performance for the, our end customers. And you know, Brian and my team has been working closely to demonstrate our joint capabilities in the AI space with, in a set of TPCx-AI benchmark cards last week it was the major highlight of our launch last week. >> Brian, you got showing the demo in the booth at Dell here. Not demo, the product, it's available. What are you seeing for your use cases that customers are kind of rallying around now, and what are they doubling down on. >> Yeah, you know, I, so Raghu I think teed it up well. The really data is the currency of business and all organizations today. And that's what's pushing people to figure out, hey, both traditional workloads as well as new workloads. So we've got in the traditional workload space, you still have ERP systems like SAP, et cetera, and we've announced world records there, a hundred plus percent improvements in our single socket system, 70% and dual. We actually posted a 40% advantage over the best Genoa result just this week. So, I mean, we're excited about that in the traditional space. But what's exciting, like why are we here? Why, why are people thinking about HPC and AI? It's about how do we make use of that data, that data being the currency and how do we push in that space? So Raghu mentioned the TPC AI benchmark. We launched, or we announced in collaboration you talk about how do we work together, nine world records in that space. In one case it's a 3x improvement over prior generations. So the workloads that people care about is like how can I process this data more effectively? How can I store it and secure it more effectively? And ultimately, how do I make decisions about where we're going, whether it's a scientific breakthrough, or a commercial application. That's what's really driving the use cases and the demand from our customers today. >> I think one of the interesting trends we've seen over the last couple of years is a resurgence in interest in task specific hardware around AI. In fact venture capital companies invested a $1.8 billion last year in AI hardware startups. I wonder, and these companies are not doing CPUs necessarily, or GPUs, they're doing accelerators, FPGAs, ASICs. But you have to be looking at that activity and what these companies are doing. What are you taking away from that? How does that affect your own product development plans? Both on the chip side and on the system side? >> I think the future of computing is going to be heterogeneous. Okay. I mean a CPU solving certain type of problems like general purpose computing databases big data analytics, GPU solving, you know, problems in AI and visualization and DPUs and FPGA's accelerators solving you know, offloading, you know, some of the tasks from the CPU and providing realtime performance. And of course, you know, the, the software optimizes are going to be critical to stitch everything together, whether it is HPC or AI or other workloads. You know, again, as I said, heterogeneous computing is going to be the future. >> And, and for us as a platform provider, the heterogeneous, you know, solutions mean we have to design systems that are capable of supporting that. So if as you think about the compute power whether it's a GPU or a CPU, continuing to push the envelope in terms of, you know, to do the computations, power consumption, things like that. How do we design a system that can be, you know, incredibly efficient, and also be able to support the scaling, you know, to solve those complex problems. So that gets into challenges around, you know, both liquid cooling, but also making the most out of air cooling. And so we're seeing not only are we we driving up you know, the capability of these systems, we're actually improving the energy efficiency. And those, the most recent systems that we launched around the CPU, which is still kind of at the heart of everything today, you know, are seeing 50% improvement, you know, gen to gen in terms of performance per watt capabilities. So it's, it's about like how do we package these systems in effective ways and make sure that our customers can get, you know, the advertised benefits, so to speak, of the new chip technologies. >> Yeah. To add to that, you know, performance, scalability total cost of ownership, these are the key considerations, but now energy efficiency has become more important than ever, you know, our commitment to sustainability. This is one of the thing that we have demonstrated last week was with our new generation of EPIC Genoa based systems, we can do a one five to one consolidation, significantly reducing the energy requirement. >> Power's huge costs are going up. It's a global issue. >> Raghu: Yeah, it is. >> How do you squeeze more performance too out of it at the same time, I mean, smaller, faster, cheaper. Paul, you wrote a story about, you know, this weekend about hardware and AI making hardware so much more important. You got more power requirements, you got the sustainability, but you need more horsepower, more compute. What's different in the architecture if you guys could share like today versus years ago, what's different in as these generations step function value increases? >> So one of the major drivers from the processor perspective is if you look at the latest generation of processors, the five nanometer technology, bringing efficiency and density. So we are able to pack 96 processor cores, you know, in a two socket system, we are talking about 196 processor cores. And of course, you know, other enhancements like IPC uplift, bringing DDR5 to the market PC (indistinct) for the market, offering overall, you know, performance uplift of more than 2.5x for certain workloads. And of course, you know, significantly reducing the power footprint. >> Also, I was just going to cut, I mean, architecturally speaking, you know, then how do we take the 96 cores and surround it, deliver a balanced ecosystem to make sure that we can get the, the IO out of the system, and make sure we've got the right data storage. So I mean, you'll see 60% improvements and total storage in the system. I think in 2012 we're talking about 10 gig ethernet. Well, you know, now we're on to 100 and 400 on the forefront. So it's like how do we keep up with this increased power, by having, or computing capabilities both offload and core computing and make sure we've got a system that can deliver the desired (indistinct). >> So the little things like the bus, the PCI cards, the NICs, the connectors have to be rethought through. Is that what you're getting at? >> Yeah, absolutely. >> Paul: And the GPUs, which are huge power consumers. >> Yeah, absolutely. So I mean, cooling, we introduce, and we call it smart cooling is a part of our latest generation of servers. I mean, the thermal design inside of a server is a is a complex, you know, complex system, right? And doing that efficiently because of course fans consume power. So I mean, yeah, those are the kind of considerations that we have to put through to make sure that you're not either throttling performance because you don't have you know, keeping the chips at the right temperature. And, and you know, ultimately when you do that, you're hurting the productivity of the investment. So I mean, it's, it's our responsibility to put our thoughts and deliver those systems that are (indistinct) >> You mention data too, if you bring in the data, one of the big discussions going into the big Amazon show coming up, re:Invent is egress costs. Right, So now you've got compute and how you design data latency you know, processing. It's not just contained in a machine. You got to think about outside that machine talking to other machines. Is there an intelligent (chuckles) network developing? I mean, what's the future look like? >> Well, I mean, this is a, is an area that, that's, you know, it's fun and, you know, Dell's in a unique position to work on this problem, right? We have 70% of the mission housed, 70% of the mission critical data that exists in the world. How do we bring that closer to compute? How do we deliver system level solutions? So server compute, so recently we announced innovations around NVMe over Fabrics. So now you've got the NVMe technology and the SAN. How do we connect that more efficiently across the servers? Those are the kinds, and then guide our customers to make use of that. Those are the kinds of challenges that we're trying to unlock the value of the data by making sure we're (indistinct). >> There are a lot of lessons learned from, you know, classic HPC and some of the, you know big data analytics. Like, you know, Hadoops of the world, you know, you know distributor processing for crunching a large amount of amount of data. >> With the growth of the cloud, you see, you know, some pundits saying that data centers will become obsolete in five years, and everything's going to move to the cloud. Obviously data center market that's still growing, and is projected to continue to grow. But what's the argument for captive hardware, for owning a data center these days when the cloud offers such convenience and allegedly cost benefit? >> I would say the reality is that we're, and I think the industry at large has acknowledged this, that we're living in a multicloud world and multicloud methods are going to be necessary to you know, to solve problems and compete. And so, I mean, you know, in some cases, whether it's security or latency, you know, there's a push to have things in your own data center. And then of course growth at the edge, right? I mean, that's, that's really turning, you know, things on their head, if you will, getting data closer to where it's being generated. And so I would say we're going to live in this edge cloud, you know, and core data center environment with multi, you know, different cloud providers providing solutions and services where it makes sense, and it's incumbent on us to figure out how do we stitch together that data platform, that data layer, and help customers, you know, synthesize this data to, to generate, you know, the results they need. >> You know, one of the things I want to get into on the cloud you mentioned that Paul, is that we see the rise of graph databases. And so is that on the radar for the AI? Because a lot of more graph data is being brought in, the database market's incredibly robust. It's one of the key areas that people want performance out of. And as cloud native becomes the modern application development, a lot more infrastructure as code's happening, which means that the internet and the networks and the process should be programmable. So graph database has been one of those things. Have you guys done any work there? What's some data there you can share on that? >> Yeah, actually, you know, we have worked closely with a company called TigerGraph, there in the graph database space. And we have done a couple of case studies, one on the healthcare side, and the other one on the financial side for fraud detection. Yeah, I think they have a, this is an emerging area, and we are able to demonstrate industry leading performance for graph databases. Very excited about it. >> Yeah, it's interesting. It brings up the vertical versus horizontal applications. Where is the AI HPC kind of shining? Is it like horizontal and vertical solutions or what's, what's your vision there. >> Yeah, well, I mean, so this is a case where I'm also a user. So I own our analytics platform internally. We actually, we have a chat box for our product development organization to figure out, hey, what trends are going on with the systems that we sell, whether it's how they're being consumed or what we've sold. And we actually use graph database technology in order to power that chat box. So I'm actually in a position where I'm like, I want to get these new systems into our environment so we can deliver. >> Paul: Graphs under underlie most machine learning models. >> Yeah, Yeah. >> So we could talk about, so much to talk about in this space, so little time. And unfortunately we're out of that. So fascinating discussion. Brian Payne, Dell Technologies, Raghu Nambiar, AMD. Congratulations on the successful launch of your new chip set and the growth of, in your relationship over these past years. Thanks so much for being with us here on theCUBE. >> Super. >> Thank you much. >> It's great to be back. >> We'll be right back from SuperComputing 22 in Dallas. (upbeat music)

[Music] the history of exadata in the platform is really unique and from my vantage point it started earlier this century as a skunk works inside of oracle called project sage back when grid computing was the next big thing oracle saw that betting on standard hardware would put it on an industry curve that would rapidly evolve and i remember the oracle hp database machine which was announced at oracle open world almost 15 years ago and then exadata kept evolving after the sun acquisition it became a platform that had tightly integrated hardware and software and today exadata it keeps evolving almost like a chameleon to address more workloads and reach new performance levels last april for example oracle announced the availability of exadata x9m in oci oracle cloud infrastructure and introduced the ability to run the autonomous database service or the exa data database service you know oracle often talks about they call it stock exchange performance level kind of no description needed and sort of related capabilities the company as we know is fond of putting out benchmarks and comparisons with previous generations of product and sometimes competitive products that underscore the progress that's being made with exadata such as 87 percent more iops with metrics for latency measured in microseconds mics instead of milliseconds and many other numbers that are industry-leading and compelling especially for mission-critical workloads one thing that hasn't been as well publicized is that exadata on oci is using amd's epyc processors in the database service epyc is not eastern pacific yacht club for all your sailing buffs rather it stands for extreme performance yield computing the enterprise grade version of amd's zen architecture which has been a linchpin of amd's success in terms of penetrating enterprise markets and to focus on the innovations that amd and oracle are bringing to market we have with us today juan loyza who's executive vice president of mission critical technologies at oracle and mark papermaster who's the cto and evp of technology and engineering at amd juan welcome back to the show mark great to have you on thecube and your first appearance thanks for coming on yep happy to be here thank you all right juan let's start with you you've been on thecube a number of times as i said and you've talked about how exadata is a top platform for oracle database we've covered that extensively what's different and unique from your point of view about exadata cloud infrastructure x9m on oci yeah so as you know exadata it's designed top down to be the best possible platform for database uh it has a lot of unique capabilities like we make extensive use of rdma smart storage we take advantage of you know everything we can in the leading uh hardware platforms and x9m is our next generation platform and it does exactly that we're always wanting to be to get all the best that we can from the available hardware that our partners like amd produce and so that's what x9 in it is it's faster more capacity lower latency more ios pushing the limits of the hardware technology so we don't want to be the limit the software the database software should not be the limit it should be uh the actual physical limits of the hardware and that that's what x9m is all about why won amd chips in x9m uh yeah so we're we're uh introducing uh amd chips we think they provide outstanding performance uh both for oltp and for analytic workloads and it's really that simple we just think that performance is outstanding in the product yeah mark your career is quite amazing i've been around long enough to remember the transition to cmos from emitter coupled logic in the mainframe era back when you were at ibm that was an epic technology call at the time i was of course steeped as an analyst at idc in the pc era and like like many witnessed the tectonic shift that apple's ipod and iphone caused and the timing of you joining amd is quite important in my view because it coincided with the year that pc volumes peaked and marked the beginning of what i call a stagflation period for x86 i could riff on history for hours but let's focus on the oracle relationship mark what are the relevant capabilities and key specs of the amd chips that are used in exadata x9m on oracle's cloud well thanks and and uh it's really uh the basis of i think the great partnership that we have with oracle on exadata x9m and that is that the amd technology uses our third generation of zen processors zen was you know architected to really bring high performance you know back to x86 a very very strong road map that we've executed you know on schedule to our commitments and this third generation does all of that it uses a seven nanometer cpu that is a you know core that was designed to really bring uh throughput uh bring you know really high uh efficiency uh to computing uh and just deliver raw capabilities and so uh for uh exadata x9m uh it's really leveraging all of that it's it's a uh implemented in up to 64 cores per socket it's got uh you know really anywhere from 128 to 168 pcie gen 4 io connectivity so you can you can really attach uh you know all of the uh the necessary uh infrastructure and and uh storage uh that's needed uh for exadata performance and also memory you have to feed the beast for those analytics and for the oltp that juan was talking about and so it does have eight lanes of memory for high performance ddr4 so it's really as a balanced processor and it's implemented in a way to really optimize uh high performance that that is our whole focus of uh amd it's where we've you know reset the company focus on years ago and uh again uh you know great to see uh you know the the super smart uh you know database team at oracle really a partner with us understand those capabilities and it's been just great to partner with them to uh you know to you know enable oracle to really leverage the capabilities of the zen processor yeah it's been a pretty amazing 10 or 11 years for both companies but mark how specifically are you working with oracle at the engineering and product level you know and what does that mean for your joint customers in terms of what they can expect from the collaboration well here's where the collaboration really comes to play you think about a processor and you know i'll say you know when one's team first looked at it there's general benchmarks and the benchmarks are impressive but they're general benchmarks and you know and they showed you know the i'll say the you know the base processing capability but the partnership comes to bear uh when it when it means optimizing for the workloads that exadata x9m is really delivering to the end customers and that's where we dive down and and as we uh learn from the oracle team we learned to understand where bottlenecks could be uh where is there tuning that we could in fact in fact really boost the performance above i'll say that baseline that you get in the generic benchmarks and that's what the teams have done so for instance you look at you know optimizing latency to rdma you look at just throughput optimizing throughput on otp and database processing when you go through the workloads and you take the traces and you break it down and you find the areas that are bottlenecking and then you can adjust we have you know thousands of parameters that can be adjusted for a given workload and that's again that's the beauty of the partnership so we have the expertise on the cpu engineering uh you know oracle exudated team knows innately what the customers need to get the most out of their platform and when the teams came together we actually achieved anywhere from 20 percent to 50 gains on specific workloads it's really exciting to see so okay so so i want to follow up on that is that different from the competition how are you driving customer value you mentioned some you know some some percentage improvements are you measuring primarily with with latency how do you look at that well uh you know we are differentiated with the uh in the number of factors we bring a higher core density we bring the highest core density certainly in x86 and and moreover what we've led the industry is how to scale those cores we have a very high performance fabric that connects those together so as as a customer needs more cores again we scale anywhere from 8 to 64 cores but what the trick is uh that is you add more cores you want the scale the scale to be as close to linear as possible and so that's a differentiation we have and we enable that again with that balanced computer of cpu io and memory that we design but the key is you know we pride ourselves at amd of being able to partner in a very deep fashion with our customers we listen very well i think that's uh what we've had the opportunity uh to do with uh juan and his team we appreciate that and and that is how we got the kind of performance benefits that i described earlier it's working together almost like one team and in bringing that best possible capability to the end customers great thank you for that one i want to come back to you can both the exadata database service and the autonomous database service can they take advantage of exadata cloud x9m capabilities that are in that platform yeah absolutely um you know autonomous is basically our self-driving version of the oracle database but fundamentally it is the same uh database course so both of them will take advantage of the tremendous performance that we're getting now you know when when mark takes about 64 cores that's for chip we have two chips you know it's a two socket server so it's 128 128-way processor and then from our point of view there's two threads so from the database point there's 200 it's a 256-way processor and so there's a lot of raw performance there and we've done a lot of work with the amd team to make sure that we deliver that to our customers for all the different kinds of workload including otp analytics but also including for our autonomous database so yes absolutely allah takes advantage of it now juan you know i can't let you go without asking about the competition i've written extensively about the big four hyperscale clouds specifically aws azure google and alibaba and i know that don't hate me sometimes it angers some of my friends at oracle ibm too that i don't include you in that list but but i see oracle specifically is different and really the cloud for the most demanding applications and and top performance databases and not the commodity cloud which of course that angers all my friends at those four companies so i'm ticking everybody off so how does exadata cloud infrastructure x9m compare to the likes of aws azure google and other database cloud services in terms of oltp and analytics value performance cost however you want to frame it yeah so our architecture is fundamentally different uh we've architected our database for the scale out environment so for example we've moved intelligence in the storage uh we've put uh remote direct memory access we put persistent memory into our product so we've done a lot of architectural changes that they haven't and you're starting to see a little bit of that like if you look at some of the things that amazon and google are doing they're starting to realize that hey if you're gonna achieve good results you really need to push some database uh processing into the storage so so they're taking baby steps toward that you know you know roughly 15 years after we we've had a product and again at some point they're gonna realize you really need rdma you really need you know more uh direct access to those capabilities so so they're slowly getting there but you know we're well ahead and what you know the way this is delivered is you know better availability better performance lower latency higher iops so and this is why our customers love our product and you know if you if you look at the global fortune 100 over 90 percent of them are running exit data today and even in the in our cloud uh you know over 60 of the global 100 are running exadata in the oracle cloud because of all the differentiated uh benefits that they get uh from the product uh so yeah we're we're well ahead in the in the database space mark last question for you is how do you see this relationship evolving in the future can you share a little road map for the audience you bet well first off you know given the deep partnership that we've had on exudate x9m uh it it's really allowed us to inform our future design so uh in our current uh third generation epic epyc is uh that is really uh what we call our epic server offerings and it's a 7003 third gen in and exudate x9m so what about fourth gen well fourth gen is well underway uh you know it and uh and uh you know ready to you know for the for the future but it incorporates learning uh that we've done in partnership with with oracle uh it's gonna have even more through capabilities it's gonna have expanded memory capabilities because there's a cxl connect express link that'll expand even more memory opportunities and i could go on so you know that's the beauty of a deep partnership as it enables us to really take that learning going forward it pays forward and we're very excited to to fold all of that into our future generations and provide even a better capabilities to one and his team moving forward yeah you guys have been obviously very forthcoming you have to be with with with zen and epic juan anything you'd like to add as closing comments yeah i would say that in the processor market there's been a real acceleration in innovation in the last few years um there was you know a big move 10 15 years ago when multi-core processors came out and then you know we were on that for a while and then things started staggering but in the last two or three years and amd has been leading this um there's been a dramatic uh acceleration in innovation in this space so it's very exciting to be part of this and and customers are getting a big benefit from this all right chance hey thanks for coming back in the cube today really appreciate your time thanks glad to be here all right thank you for watching this exclusive cube conversation this is dave vellante from thecube and we'll see you next time [Music]

(upbeat music) >> Good morning, everyone. Welcome back to "theCUBE." Lisa Martin here with John Furrier. This is day three of our wall-to-wall coverage of VMware Explore. John and I are pleased to welcome back one of our alumni, Muddu Sudhakar, the CEO of AISERA. Welcome to the program, Muddu. It's great to meet you. >> Thank you, Lisa. Thanks for having me. Thank you, John. >> Great to see you again. You're like an industry analyst coming on "theCUBE". You should be like a guest analyst, breaking down. I know you got your own company to run, and by the way, the recent funding you had, congratulations. >> Thank you. >> In a market that's not getting a lot of funding. You get an up around. Congratulations on that. >> Thank you. >> Business is good? >> Very good, thank you. Look, Goldman Sachs Investing, along with Zoom and Thoma Bravo, it was great for us. >> Great stuff. Well, I'm glad we could get you in. This day three, Lisa and I and Dave Vellante and Dave Nicholson have all been talking to everyone for two days here at VMware Explore, formerly VMworld, our 12th year covering their annual conference, as you know, and we've been telling the executives, but day three is more of, we're going to mix it up. We're going to bring people in and get their opinions about Supercloud, does VMware go post-Broadcom? Obviously, that's going to happen. Looks like nothing's going to stop that from happening. What's next? What's the impact? Who wins? Who loses? VMware certainly not acting like they're going to get gutted. They're all full throttle ahead. They're laying down some announcements, vSphere 8, you got vSAN 8, they got cloud-native, they're talking multi-cloud. VMware's not looking like they're flinching. What's going on, in your view, outside of the bubble that we're here in San Francisco, out in the real world, in the trenches. What are people talking about? What do you see? >> Lot to unpack. (all laugh) >> Start at wherever you want. >> Yes. You know, I was a VMware alumni too. >> Yes >> You sold the company to VMware. You know the inside. Okay, So then, even then- >> I worked with Paul and Pat and Raghu. It's great to be back at VMware now. I think there's a lot going on in VMware. VMware is here to stay. The brand will stay. The VMware customers will stay for years to come. I think Broadcom and VMware, I think it's a great industry consolidation, the way in which I see it. And it is going to help all the customers too, right? Broadcom, having such a large foot play into both CA, the software business, the hardware business. I think what will happen is that Broadcom will try to create a hybrid cloud of their own with VMware. So there'll be a fourth player in the cloud industry. And then back to John, your Supercloud. The Supercloud by definition, there'll be private clouds, public clouds, hybrid clouds. I think Broadcom with VMware will help your vision of the Supercloud and what your customers are asking. >> Yeah, one of the things I want to get your thoughts on, Lisa and I were talking yesterday with the executives, AJ Patel in particular, he's a middleware guy. >> Right. >> So what he did was Oracle. He did a lot of the fusion stuff at Oracle. He now runs Modern Apps. And you came in at the time, I think, when they were just getting that app vision going, and Paul Moritz actually had it early with his 2010 vision, but too early on the app side. But that ended up happening too. So the question is, is Broadcom going to be this middleware layer, and treat the cloud like hardware. And then, apps or apps. Companies are apps. In a digital transformation, technology is the company. >> Right >> So the company is the app. >> That's right, >> Is an application. So apps and hardware, middle, a middleware model emerging. Do you think they're going for that? Or am I just making this up in my head? >> No, I think to me, I see Broadcom as much more, they're like a peer company at the high level. So they're funded by- >> Like a private equity company. >> Private equity company. >> You mean from a dollar standpoint. >> From a dollar standpoint. So Broadcom is going to fund companies. They're going to buy companies. They bought CA, they bought all the other assets. So Broadcom will have always hardware. The middle level could be VMware, but they also have CA, right? They have a bunch of apps here. So I see the Broadcom is also using VMware to run applications. So the consolidation will be they'll create a Supercloud using VMware. They're going to own their own apps. I don't think Broadcom's story is stopped. Its journey to come. They're going to buy more acquisitions, more apps companies. I won't be surprised, in the future, they buy Zendesk. I won't be surprised, in the future, they buy other apps companies, SaaS companies and cloud enterprise companies. Right? So that's where the P is coming. So the broad conversion is, I need a base middleware, like you're saying. There's no other middleware on top of hardware better than VMware. >> So do you think that they'll keep the stuff that's coming out of the other? 'Cause we've been speculating on "theCUBE" this week. They have the core business, but there's all this stuff that's kind of coming out of the oven that's not EBITDA-oriented yet. Do you think they keep that or they let it go? >> I think that's a great question to hang their CEO of Broadcom. But to me, I think, knowing them, they're going to keep, and if you look at Symantec, they kept parts of Symantec, this whole parts of it. So I think all options are on the table for them, right? They'll do whatever it is. But I think it has to be the ones that high growth companies they may give it. It all goes back to is it a profitability to it or not? But his vision is very good. I want to own the middleware, right? He will own the middleware using VMware to your vision, create a Supercloud and own the apps. So I think you'll see Broadcom is the fourth vendor in the cloud race. You have Microsoft, AWS, Google, and Broadcom is actually going to compete with this four. >> So you think there'll be a hyper scale? They'll be in the top three or four. >> There'll be top four. >> Okay. >> Along with Oracle. So now, we are talking about the five vendors will be Amazon, Azure, Google, Oracle, and Broadcom. >> We had Amazon guy on, Steve Jones. I should have asked him that question. I just don't see that happening yet. They have to have the full hardware side. How do you see that coming in? 'Cause Amazon's innovating at the atom level and they're working on stuff that's physical, transit, physics stuff, like down to the root level. >> I think Broadcom figure, look, they own the chips out right, at the end of the day. They also have a lot of chips such to supply to both mobile and this. So if there's anybody who can figure out the hardware, it will be Broadcom. That is their core of area. They didn't have the core in the software and the middleware. VMware is going to give them the OS, the Kubernetes, the VMs. Once you have that layer, I think you can innovate both up and below, right? So I think, John, I think Broadcom VMware will be a force to reckon with and I think these guys are going to get into healthcare space though. So if you see the way they battle, you and me are talking Lisa, like Microsoft bought new ones, Oracle bought Cerner. So they all paid 30 billion each. So the next battle ground will be, they'll start in the healthcare industry. Somebody's going to go look at the healthcare apps like Epic, right? They're going to look at how we can do the hospitals. They're going to look at hospital healthcare professionals. That area will be disrupted a lot in the same. >> What other industries do you think, besides healthcare, are ripe for disruption with Broadcom VMware? >> I think endpoint management, like remember VMware bought AirWatch when I was there back then, right? That whole area is called digital experience management. So that endpoint mainly will be disrupted. So Broadcom with VMware will go again into endpoint. I'm talking endpoint could be the servers, desktops, VMware Max, right? Virtual Desktop VDI. So that whole management of mobile devices to desktop, that whole industry will be disrupted. A lot of players are there trying to do more consulting services. I think VMware is a great assets and tools. If I'm Broadcom, my chip sets are going into the endpoint. So that area will be disrupted a lot with Broadcom in VMware. >> Yeah, one of the things that VMware, people have been talking about, is that the CA acquisition that Broadcom did was the playbooks public. Everyone saw what they did. They killed sales and market and they killed all the execs, metaphorically speaking. They fired them. VMware's got a different vibe here. I'm feeling like it could go one way or the other. I think they should keep them, personally. But you don't know. If they're a PE company, they EBIDA driven, maybe it's just simply numbers. >> Right. >> If that's the case, then I'm worried. But VMware's got pride, they got mojo, and they've got expertise in software. Maybe a little bit different circumstance? What's take on this? Or do you think it's going to be black and white to the numbers? >> I think, knowing Hank's playbook, if he knows what he's going to do, right? His playbook will be consistent with Symantec. >> You think he already knows what he wants to do? >> I think so. I think at that level, both with Simulink and Broadcom, they already know the playbook. At this stage the games, people already know their game. It's like a chess move. They already know. They'll look at VMware and see which assets to keep, which one not to keep, which organization, but I think Hank is a master at this one. To me, I'm personally excited with the VMware Broadcom combination. It's a great thing for the industry. It's great for VMware and VMware customers and partners. >> Well, John, you and Dave had a chance to sit down with Raghu. What were some of the things that he unpacked about the Broadcom acquisition? >> He was on talking points. He was on message. He was saying the things that any CEO was going to make a lot of cash on this deal. And he's proud. I think it wasn't about the money for him. I sensed that he's certainly going to make a lot of cash on this deal as an executive, but he's a long time VMware employee and a well loved and revered person. He's done a lot of great work, technically set the agenda. So I think their mindset is we're going to just continue to do an amazing job as VMware as we are and then let Broadcom, let the chips fall where they may, and hopefully, if they do a good job, maybe they'll either refactor some of their base plans or they laid it all out in the field, so to speak. So that's my vibe. Now specifically, he made some comments, like, "Yeah, we're really proud." And he staying technical. He's still like, "This is really happening." So I think he's going to, essentially, to the very end, be like, "Cross cloud and hybrid cloud. This is our third generation." So there he's hanging onto the VMware third act that they're saying, and he hopes that it comes home. And I think he's going to just deal with it. He didn't seem flustered and he didn't seem overly confident. >> Okay. >> I guess that's my opinion. What do you think? >> Personally worked with Raghu, worked for Raghu, so I think of him as the greatest CEO for VMware ever could have, right? It's a journey. It was Paul Maritz, then Pat Gelsinger, now Raghu. I think he's in the right place, right time to lead VMware, and Raghu's doing a fantastic job. And personally, getting these two companies married, I think Raghu did the right partnership with Broadcom. >> Well, I think if this event's any indication if they're just sitting back and waiting, they're not, and this event was well done, it was pulled off. The branding's amazing. I thought they did a good job with the name change. And then in light of all the Broadcom issues, the execution was great. It was not a bad show here. It was a good show. It wasn't terrible at all. People were excited. I think the ecosystem also felt that Broadcom, like an electronic shock to the system, like something's going to happen. Let's wait and see. I'm going to go to the event to see if it's going to be around and kind of getting a feel first party, in person, what's happening. Again, remember VMware didn't have an event since 2019. This is a community that thrives on physical, face to face camaraderie, community. And so, I think the show was a success. And I think that's a result of Raghu and his team. >> Because we have a booth there for AISERA, my company, we have a booth. We are offering coffee and donuts. You guys should come by and tell people. You'll get a free coffee and a donut, but it's one of the best shows I've seen. Well, I think people after pandemic are back, people are interacting. We have 500 people in one day at our booth. So for a startup company like us, getting that much crowd is unheard of. So it's great. We're very excited. >> The vibe from the partner community, I had a chance to talk with a lot of partners, AWS, NetApp, Rackspace, really seems like the partnerships side of VMware is very, very strong and the partners are excited about what's next for VMware. Did you have a chance to talk with any of the partners? >> Actually, look. I'm actually meeting with Karen. So Karen Egan is my contact at VMware too, and Sumit, (indistinct) a bunch of the customer success organization. We talk to people in their digital experience management team. We are very excited to be partner with both VMware's customer, partner, and all experts, right? I'll need the VMware ecosystem for my company to thrive. So for us, VMware customers are my customers and leveraging VMware APIs into VMware, that's that's important for us. >> Lisa, that's a great question because that brings us to the question of, okay, clearly this show also proves to us from our conversations and exploring the floor, the wave is coming. This next cloud wave is here. We're calling it Supercloud, whatever you want to call it, it's coming and it's real, and people know it. And also the lines of sight into economics around where people can fit in this next level ecosystem is becoming clear. So I think people kind of know what's the right side of the street to be on in this next shift. So that's coming. That's independent of Broadcom. So the floor represents to me the excitement for not only the VMware workload powering software, with or without Broadcom, but the next wave. So the question is if Broadcom goes down their path and Hank does what he does, who wins and who loses on where things flow? Because this energy is going to flow somewhere. Is it going to flow to AWS? Is it going to flow to Microsoft? Is it going to flow to HPE with Green Lake getting some great traction? NetApp's doing great. We just heard from them. So the partners aren't hurting. It's only going to get better. re:Invent's right around the corner. That's a packed house. Their ecosystem's growing like a weed. Who wins? 'Cause the customers at VMware are enterprise customers. They're used to being serviced. They have sales reps from Microsoft, they got sales reps from Hewlett Packard Enterprise, real senior enterprise stakeholders there. So someone's going to end up filling in as VMware settles into their broad composition. Who wins and who loses, in your mind? >> A Very good question. So my thing is, I think it's... Well, I put Microsoft and Amazon the winners. In that way, actually mean Microsoft will win because in a true Supercloud, your vision, back to hybrid cloud on-prem and public cloud, VMware disruption with Broadcom, as if there's any bridge in the market, Microsoft will take advantage of it. Azure, right? Amazon VMware is there. Then, you have Google and VMware. So I think Azure will probably try to take advantage of this, but very next will be Amazon, right away there. That leaves you with Google Cloud, right? Google Cloud is the one. So they're the people that are able to figure out what to do in this equation. And then, obviously, the other one is Oracle. Oracle has no hearts in this game. So to me, the people who are going to probably lose impact model will be Oracle if the Broadcom and VMware will happen. So it's Azure, Amazon winning the race, probably Google is right behind them. Oracle will be distinct. Other side is Dell. Actually, Dell has no game in this. Our Broadcom and VMware, Dell should be the one. >> Dell might have a little secret sauce on the table with Michael Dell. >> That's true. >> If he convert his shares, he might be the largest shareholder at Broadcom. >> That's true. >> He could end up owning all the back. >> So he may be the winner all the time. (all laugh) >> Don't count him out. Well, this is a good question. I want to just double click on this. So you get customer dynamic. Where do they go? You get the community, which is a big force multiplier in this world, and if you had to bet on community between Microsoft and Amazon Web Services, Amazon trumps Microsoft on force multiplier community. Ecosystem, AWS beats Microsoft on that one. So it's interesting because it's now multiple dimensions we're talking about here. It's customers. That's the top order, right? The customers. But also, you got community, the people who put on sessions, the people in the community that are the influencers that are leading the trends, and developers are very trending, relative to what kind of code they use, what's their environments? So the developers is changing that landscape and, ultimately, the ecosystem of partners, right? 'Cause there's a lot more overlap between AWS and VMware's ecosystem than there is between Microsoft and that. And HPE is just starting an ecosystem. So it's going to be very interesting. >> It is. It is. I think Broadcom and VMware cannot be any best time for the industry, right? As you said. HP is coming in. Oracle is coming in. And to your point, VMware and AWS are another best partners. Now, this going to create any gap for Microsoft to enter for Azure? I think that's where the market is saying that it's going to open up a hybrid cloud player for Microsoft to enter what is to be a tight relationship with VMware and Amazon. Right? So people will rethink through their apps. And more importantly, the end point to me. See, the key is, like you talk about with Supercloud, nobody's talking about Supercloud for the endpoint. >> You mean Edge or security? >> Not an Edge endpoint. Endpoint could be your devices, laptop, desktop. >> Or a building or a light bulb or whatever. >> Desktop or VDI desktop services servers, right? So we call it endpoint cloud. There's no endpoint Supercloud. John, that's an area that you should double click on. Super cloud for the servers is different from Supercloud for endpoint. >> Well, SuperCloud.World is the URL out there. If you're interested in Supercloud, we are adding tracks to that body of work. So we had our event on August 9th. It was virtual event, where Dave and I are going to add a data track, we're going to add a security track, and we should add, maybe, an endpoint workspace, work. >> That's a VMware brand, Workspace and Horizon. So that whole workspace endpoint for Supercloud is going to happen. >> Yes. >> Right. That kind of deviates from- >> Do you like Supercloud? Are you bullish on Supercloud? >> I'm very bullish on Supercloud because I, myself, is running on-prem in VPCs, public clouds, private clouds. Supercloud kind of composites it so app should be designed. 'Cause I don't want to design an app for one cloud. It's not going to work. So it's like how Java came and I can run it on any platform. The ideas you build it on Supercloud, run it, whatever you want. Right? >> That's exactly it. So what would you want to see in Supercloud as it evolves? And we were part of this open conversation. This is our point for today. We're going to have a great panel come up later today. We're going to have the influencers come on to debate what Supercloud should or shouldn't be. If you want to add to the contribution, we'll add this into the work, what should what's needed in Supercloud? What's table stakes. >> I think we need a Java compiler that will happen for Supercloud. I build it once, execute in any place I want, right? Using the Terraform, HashiCorp (indistinct) So what I don't want is keep building this thing for every cloud. I want to abstract that out. The whole idea of Supercloud is how Java gave me the abstraction for hardware 20 years back or 30 years back, we need the same abstraction for the cloud today. Otherwise, I'm customizing for VM Cloud, I'm customizing for AWS, Azure, Google Cloud. We, as an application vendor, it's too hard to keep doing it. I have now thousand tuners. I don't need thousand DevOps people. I need maybe 10 DevOps people. So there's a clear abstraction complexity that industry should develop, and your concept Supercloud with everybody thinking that, and it has to start from the grassroots with ecosystem. >> What do you think about the participants in this abstraction layer? Because someone said on "theCUBE" here this week, the people in the abstraction layer shouldn't be participants in the below or above the abstraction. >> I think it should be everybody, right? It's all inclusive. You need the apps guys to come in. You need the OS players to come in. You need the cloud vendors to come in, infrastructure. So you need everybody. >> Okay, let's just say that you were the spokesperson for the Supercloud organization, Supercloud.World. How would you sell AWS on why it's important for them? >> It's because they can build it and sell it in AWS and multiple AWS Gov Cloud, AWS On-prem, VPCs. It's even important for them, their expansion, their market time upfront. If I'm (indistinct), if I'm built on Supercloud, I can increase my time share. Otherwise I'm bringing only to public cloud. >> Okay, so I'll say, I'm Amazon and we have a concept called "One Way Doors." We don't want to go through a one way door. Is Supercloud a one way door for them? What's in it for them? Do they make more? Does it help their ecosystem? And the same question from Microsoft Azure and Google cloud. >> They're make more money. They're making their apps run in multiple places. It's a natural expansion. You are solving your customer problems for Amazon and DGC, right? My job is give people choices. I give choice to Lisa. Lisa can run it on public cloud. John, you can run it on VPC, AWS. >> So you're saying, so you think customers are asking for this right now? >> Everybody's asking. >> But don't really know how to say it? >> Customers are asking. Partners are asking. All of us are asking. >> Okay, what's the ask? >> Ask is give me a one place to build applications and run it anywhere without adding the complexity. >> Okay. Done. That's Supercloud. It'll ship tomorrow. (Lisa laughs) Well done. (John laughs) All right, well done. Final question for you. Lisa and I have been talking with folks here. What advice would you give the folks that are in here? 'Cause we have a lot of activity, people with marketing their solutions and products. They're trying to put a voice out there around thought leadership and trying to figure out what side of the street they should be on relative to the next 10 years as they're here at VMware Explore, as the next gen cloud comes around. What's the right narrative? What's the right positioning for companies to be on right now to be the most relevant and in the flow? >> I don't know about 10 years, but right now we are in difficult economic times, right? Markets are down. Inflation is up. So I think the fastest cost, people should focus on cost. How can it take cost? Automation is the key, right? Whether you use AI or automation , like you and me talking, John, last week, right? That's important. Every CEO I talk to is focused on cost. How do I cut my cost? How can I do with fewer resources? How can I do with fewer people, right? So the new budget right now is cut your budget in half. So every company, every exec should think about how can you be a good citizen? How can I get growth and scale? How can I do more with less? And that should be the next 12 months. >> That was a lot of the theme of conversations that I had with the VMware ecosystem, doing more with less. So that's definitely on everyone's minds. >> Right, and that's what my company is fully focused on. AISERA is all about AI automation. How can we solve your thing? We want to be solving customer problem. We are like your automation engine for your enterprise, right? We are a platform of platform. That's why I like the Supercloud. I can run AISERA as a platform on top of Supercloud. >> Excellent. >> Wow! If only we had more time! I know that you guys could really dig into Supercloud and take it even further. So you have to come back, Muddu. >> I will. >> He always wants to come back. >> I will be back. >> He's on the team. He's has contributed to the open source effort of Supercloud. Thank you. >> Yes. >> All right, thank you so much for joining John and me and kind of breaking down your vision on VMware Broadcom and the future. Next step, we've got to get some customers on here. I really want to understand what the customer experience is going to be like, but we'll have to another segment on that one. >> We will do that. Thank you, Lisa, for having me. >> My pleasure. >> John. >> Thank you very much. Thank you. >> For our guest and John Furrier, I'm Lisa Martin. You're watching "theCUBE" live on day three of our coverage of VMware Explore. We'll be back after a short break. (upbeat corporate music)

foreign greetings from San Francisco thecube is live this is our second day of wall-to-wall coverage of VMware Explorer 2022. Lisa Martin and Dave Nicholson here we're going to be talking with some ladies from Rackspace next please welcome Adriana Bustamante VP of strategic alliances and Hannah Deuce director of strategic alliances from Rackspace it's great to have you on the program thank you so much for having us good afternoon good morning is it lunchtime already almost almost yes and it's great to be back in person we were just talking about the keynote yesterday that we were in and it was standing room only people are ready to be back they're ready to be hearing from VMware it's ecosystem its Partners it's Community yes talk to us Adriana about what Rackspace is doing with Dell and VMware particularly in the healthcare space sure no so for us Partnerships are a big foundation to how we operate as a company and um and I have the privilege of doing it for over over 16 years so we've been looking after the dell and VMware part partnership ourselves personally for the last three years but they've been long-standing partners for for us and and how do we go and drive more meaningful joint Solutions together so Rackspace you know been around since since 98 we've seen such an evolution of coming becoming more of this multi-cloud transformation agile Global partner and we have a lot of customers that fall in lots of different verticals from retail to public sector into Healthcare but we started noticing and what we're trying trying to drive as a company is how do we drive more specialized Solutions and because of the pandemic and because of post-pandemic and everyone really trying to to figure out what the new normal is addressing different clients we saw that need increasing and we wanted to Rally together with our most strategic alliances to do more Hannah talk about obviously the the pandemic created such problems for every industry but but Healthcare being front and center it still is talk about some of the challenges that Healthcare organizations are coming to Rackspace going help yeah common theme that we've heard from some of our large providers Healthcare Providers has been helped me do more with less which we're all trying to do as we navigate The New Normal but in that space we found the opportunity to really leverage some of our expertise long-term expertise and that the talent and the resource pool that we had to really help in a some of the challenges that are being faced at a resource shortage Talent shortage and so Rackspace is able to Leverage What what we've done for many many years and really tailor it to the outcomes that Health Care Providers are needing nowadays that more with less Mantra runs across the gamut but a lot of it's been helped me modernize helped me get to that next phase I can't I can't I don't have the resources to DIY it myself anymore I need to figure out a more robust business continuity program and so helping with business continuity Dr you know third copies of just all all this data that's growing so it's not just covered pandemic driven but it's that's definitely driving the the need and the requirement to modernize so much quicker it's interesting that you mentioned rackspace's history and expertise in doing things and moving that forward and leveraging that pivoting focusing on specific environments to create something net new we've seen a lot of that here if you go back 10 years I don't know if that's the perfect date to go back to but if you go back 10 years ago you think about VMware where would we have expected VMware to be in this era of cloud we may have thought of things very very differently differently Rackspace a Pioneer in creating off-premises hey we will do this for you didn't even really call it Cloud at the time right but it was Cloud yeah and so the ability for entities like Rackspace like VMware we had a NetApp talking to us about stuff they're doing in the cloud 10 years ago if you I would say no they'd be they'll be gone they'll be gone so it's really really cool to see Rackspace making this transition and uh you know being aware of everything that's going on and focusing on the best value proposition moving forward I mean am I am I you know do I sound like somebody who would who would fit into the Rackspace culture right now or do I not get it yes you sound like a rocker we'll make you an honorary record that's what we call a Rackspace employees yes you know what we've noticed too and is budgets are moving those decision makers are moving so again 10 years ago just like you said you would be talking to sometimes a completely different Persona than we do than we do today and we've seen a shift more towards that business value we have a really unique ability to bring business and Technical conversations together I did a lot of work in the past of working with a lot of CMO and and digital transformation companies and so helping bring it and business seeing the same and how healthcare because budgets are living in different places and even across the board with Rackspace people are trying to drive more business outcomes business driven Solutions so the technical becomes the back end and really the ingredients to make all of that all of that happen and that's what we're helping to solve and it's a lot it's very fast paced everyone wants to be agile now and so they're leaning on us more and more to drive more services so if you've seen Rackspace evolve we're driving more of that advisement and those transformation service type discussions where where our original history was DNA was very much always embedded in driving a great experience now they're just wanting more from us more services help us how help us figure out the how Adriana comment on the outcomes that you're helping Healthcare organizations achieve as as we as we it's such a relatable tangible topic Healthcare is Right everybody's everybody's got somebody who's sick or you've been sick or whatnot what are some of those outcomes that we can ex that customers can expect to achieve with Rackspace and VMware oh great great question so very much I can't mentioned earlier it's how do I modernize how do I optimize how do I take the biggest advantage of the budgets and the landscape that I have I want to get to the Cloud we need to help our patients and get access to that data is this ready to go into the cloud is this not ready to go into the cloud you know how do we how do we help make sure we're taking care of our patients we're keeping things secure and accessible you know what else do you think is coming up yeah and one specific one uh sequencing genetic sequencing and so we've had this come up from a few different types of providers whether it's medical devices that they may provide to their end clients and an outcome that they're looking for is how do we get how do we leverage um here's rip here's what we do but now we have so many more people we need to give this access to we need them to be able to have access to the sequencing that all of this is doing all of these different entities are doing and the outcome that they're trying to get to to is more collaboration so so that way we can speed up in the face of a pandemic we can speed up those resolutions we could speed up to you know whether it's a vaccine needed or something that's going to address the next thing that might be coming you know um so that's a specific one I've heard that from a handful of different different um clients that that we work with and so trying to give them a Consolidated not trying to we are able to deliver them a Consolidated place that their application and tooling can run in and then all of these other entities can safely and securely access this data to do what they're going to do in their own spaces and then hopefully it helps the betterment of of of us globally like as humans in the healthcare space we all benefit from this so leveraging the technology to really drive a valuable outcome helps us all so so and by the way I like trying to because it conveys the proper level of humility that we all need to bring to this because it's complicated and anybody who looks you in the eye it pretends like they know exactly how to do it you need to run from those people no it is and and look that's where our partners become so significant we we know we're Best in Class for specific things but we rely on our Partnerships with Dell and VMware to bring their expertise to bring their tried and true technology to help us all together collectively deliver something good technology for good technology for good it is inherently good and it's nice when it's used for goodness it's nice when it's yeah yeah talk about security for a second you know we've seen the threat landscape change dramatically obviously nobody wants to be the next breach ransomware becoming a household term it's now a matter of when we get a head not F where has security gone in terms of conversations with customers going help us ensure that what we're doing is delivering data access to the right folks that need it at the right time in real time in a secure fashion no uh that's another good question in hot and burning so you know I think if we think about past conversations it was that nice Insurance offering that seemed like it came at a high cost if you really need it I've never been breached before um I'll get it when I when I need it but exactly to your point it's the win and not the if so what we're finding and also working with a nice ecosystem of Partners as well from anywhere from Akamai to cloudflare to BT it's how do we help ensure that there is the security as Hannah mentioned that we're delivering the right data access to the right people and permissions you know we're able to help meet multitude of compliance and regulations obviously health care and other regulated space as well we look to make sure that from our side of the house from the infrastructure that we have the right building blocks to help them Reach those compliance needs obviously it's a mutual partnership in maintaining that compliance and that we're able to provide guidance and best practices on to make sure that the data is living in a secure place that the people that need access to it get it when they when they need it and monitor those permissions and back to your complexity comment so more and more complex as we are a global global provider so when you start to talk to our teams in the UK and our our you know clients there specializing um kind of that Sovereign Cloud mentality of hey we need to have um we need to have a cloud that is built for the specific needs that reside within Healthcare by region so it's not just even I mean you know we're we're homegrown out of San Antonio Texas so like we know the U.S and have spent time here but we've been Global for many years so we just get down into the into the nitty-gritty to customize what's needed within each region well Hannah is that part of the Rackspace value proposition at large moving forward because frankly look if I if I want if I want something generic I can I can swipe credit card and and fire up some Services sure um moving forward this is something that is going to more characterize the Rackspace experience and I and I understand that the hesitancy to say hey it's complicated it's like I don't want to hear that I want to hear that it's easy it's like well okay we'll make it easy for you yes but it's still complicated is that okay that's the honest that's that's the honest yeah that's why you need help right that's why we need to talk about that because people people have a legitimate question why Rackspace yep and we don't I don't want to put you on the spot but no yeah but why why Rackspace you've talked a little bit about it already but kind of encapsulate it oh gosh so good good question why Rackspace it's because you can stand up [Laughter] well you can you do it there's many different options out there um and if I had a PowerPoint slide I'd show you this like lovely web of options of directions that you could go and what is Rackspace value it's that we come in and simplify it because we've had experience with this this same use case whatever somebody is bringing forward to us is typically something we've dealt with at numerous times and so we're repeating and speeding up the ability to simplify the complex and to deliver something more simplified well it may be complex within us and we're like working to get it done the outcome that we're delivering is is faster it's less expensive than dedicating all the resources yourself to do it and go invest in all of that that we've already built up and then we're able to deliver it in a more simplified manner it's like the duck analogy the feet below the water yes exactly and a lot of expertise as well yes a lot talk a little bit about the solution that that Dell VMware Rackspace are delivering to customers sure so when we think about um Healthcare clouds or Cloud specific to the healthcare industry you know there's some major players within that space that you think epic we'll just use them as an example this can play out with others but we are building out a custom or we have a custom clouds able to host epic and then provide services up through the Epic help application through partnership so that is broadening the the market for us in the sense that we can tailor what the what that end and with that healthcare provider needs uh do they do they have the expertise to manage the application okay you do that and then we will build out a custom fit Cloud for that application oh and you need all the adjacent things that come with it too so then we have reference architecture you know built out already to to tailor to whatever all those other 40 80 90 hundreds of applications that need to come with that and then and then you start to think about Imaging platforms so we have Imaging platforms available for those specific needs whether it's MRIs and things like that and then the long-term retention that's needed with that so all of these pieces that build out a healthcare ecosystem and those needs we've built those we've built those out and provide those two to our clients yesterday VMware was talking about Cloud chaos yes and and it's true you talk about the complexity and Dave talks about it too like acknowledging yes this is a very complex thing to do yeah there's just so many moving parts so many Dynamics so many people involved or lack thereof people they they then talked about kind of this this the goal of getting customers from cloud chaos to Cloud smart how does that message resonate with Rackspace and how are you helping customers get from simplifying the chaos to eventually get to that cloud smart goal so a lot of it I I believe is with the power of our alliances and I was talking about this earlier we really believe in creating those powerful ecosystems and Jay McBain former for Forester analyst talks about you know the people are going to come ahead really are serve as that orchestration layer of bringing everybody together so if you look at all of that cloud chaos and all of the different logos and the webs and which decisions to make you know the ones that can help simplify that bring it all together like we're going to need a little bit of this like baking a cake in some ways we're going to need a little bit of sugar we'll need this technology this technology and whoever is able to put it together in a clean and seamless way and as Hannah said you know we have specific use cases in different verticals Healthcare specifically and talking from the Imaging and the Epic helping them get hospitals and different you know smaller clinics get to the edge so we have all of the building blocks to get them what they need and we can't do that without Partners but we help simplify those outcomes for those customers yep so there's where they're Cloud smart so then they're like I want I want to be agile I want to work on my cost I want to be able to leverage a multi-cloud fashion because some things may may inherently need to be on Azure some things we inherently need to be on VMware how do we make them feel like they still have that modernized platform and Technology but still give the secure and access that they need right yeah we like to think of it as are you multi-cloud by accident or multi-cloud by Design and help you get to that multi-cloud by Design and leveraging the right yeah the right tools the right places and Dell was talking about that just that at Dell Technologies world just a couple months ago that most most organizations are multi-cloud by default not designed are you seeing any customers that are are able or how are you able to help customers go from that we're here by default for whatever reason acquisition growth.oit line of business and go from that default to a more strategic multi-cloud approach yes it takes planning and commitment you know you really need the business leaders and the technical leaders bought in and saying this is what I'm gonna do because it is a journey because exactly right M A is like inherited four different tools you have databases that kind of look similar but they're a little bit different but they serve four different things so at Rackspace we're able to help assess and we sit down with their teams we have very amazing rock star expertise that will come in and sit with the customers and say what are we trying to drive for it let's get a good assessment of the landscape and let's figure out what are you trying to get towards in your journey and looking at what's the best fit for that application from where it is now to where it is where it wants to be because we saw a lot of customers move to the cloud very quickly you know they went Cloud native very fast some of it made sense retailers who had the spikiness that completely made sense we had some customers though that we've seen move certain workloads they've been in the public Cloud now for a couple years but it was a static website it doesn't make as much sense anymore for certain things so we're able to help navigate all of those choices for them so it's interesting you just you just said something sort of offhand about having experts having them come in so if I am a customer and I have some outcome I want to achieve yes the people that I'm going to be talking to from Rackspace or from Rackspace and the people from Rackspace who are going to be working with the actual people who are deploying infrastructure are also Rackspace people so the interesting contrast there between other circumstances oftentimes is you may have a Global Systems integrator with smart people representing what a cloud provider is doing the perception if they try to make people perceive that okay everybody is working in lockstep but often there are disconnects between what the real capabilities are and what's being advertised so is that I mean I I know it's like a leading question it's like softball get your bats out but I mean isn't that an advantage you've got a single you know the saying used to be uh one throat to show now it's one back to pack because it's kind of Contour friendly yeah yeah but talk about that is that a real Advantage it does it really helps us because again this is our our this is our expertise this is where we where we live we're really close to the infrastructure we're great at the advisement on it we can help with those ongoing and day two management and Opera in operations and what it feels like to grow and scale so we lay this out cleanly and and clearly as possible if this is where we're really good we can we can help you in these areas but we do work with system integrators as well and part of our partner Community because they're working on sometimes the bigger overall Transformations and then we're staying look we understand this multi-cloud but it helps us because in the end we're doing that end to end for for them customer knows this is Rackspace and on hand and we we really strive to be very transparent in what it is that we want to drive and outcomes so sometimes at the time where it's like we're gonna talk about a certain new technology Dell might bring some of their Architects to the table we will say here is Dell with us we're doing that actively in the healthcare space today and it's all coming together but you know at the end of the day this is what Rackspace is going to drive and deliver from an end to end and we tap those people when needed so you don't have to worry about picking up the phone to call Dell or VMware so if I had worded the hard-hitting journalist question the right way it would have elicited the same responses that yeah yeah it drives accountability at the end of the day because what we advised on what we said now we got to go deliver yeah and it's it's all the same the same organization driving accountability so from a customer perspective they're engaging Rackspace who will then bring in dell and VMware as needed as we find the solution exactly we have all of the certification I mean the team the team is great on getting all of the certs because we're getting to handling all of the level one level two level three business they know who to call they have their dedicated account teams they have engagement managers that help them Drive what those bigger conversations are and they don't have to worry about the experts because we either have it on hand or we'll pull them in as needed if it's the bat phone we need to call awesome ladies thank you so much for joining Dave and me today talking about what Rackspace is up to in the partner ecosystem space and specifically what you're doing to help Healthcare organizations transform and modernize we appreciate your insights and your thoughts yeah thank you for having us thank you pleasure for our guests and Dave Nicholson I'm Lisa Martin you're watching thecube live from VMware Explorer 2022 we'll be back after a short break foreign [Music]

[Music] hello everyone welcome back to the live coverage here in monaco for the monaco crypto summit i'm john furrier host of thecube uh we have a great great guest lineup here already in nine interviews small gathering of the influencers and the people making it happen powered by digital bits sponsored by digital bits presented by digital bits of course a lot happening around decentralization web 3 the metaverse we've got a a powerhouse influencer on the qb ryan gills the founder of openmeta been in the issue for a while ryan great to see you thanks for coming on great to be here thank you you know one of the things that we were observing earlier conversations is you have young and old coming together the best and brightest right now in the front line it's been there for a couple years you know get some hype cycles going on but that's normal in these early growth markets but still true north star is in play that is democratize remove the intermediaries create immutable power to the people the same kind of theme has been drum beating on now come the metaverse wave which is the nfts now the meta verses you know at the beginning of this next wave yeah this is where we're at right now what are you working on tell us what's what's open meta working on yeah i mean so there is a reason for all of this right i think we go through all these different cycles and there's an economic incentive engine and it's designed in because people really like making money but there's a deeper reason for it all and the words the buzzwords the terms they change based off of different cycles this one is a metaverse i just saw it a little early you know so i recognized the importance of an open metaverse probably in 2017 and really decided to dedicate 10 years to that um so we're very early into that decade and we're starting to see more of a movement building and uh you know i've catalyzed a lot of that from from the beginning and making sure that while everything moves to a closed corporate side of things there's also an equal bottom-up approach which i think is just more important and more interesting well first of all i want to give you a lot of props for seeing it early and recognizing the impact and potential collateral damage of not not having open and i was joking earlier about the facebook little snafu with the the exercise app and ftc getting involved and you know i kind of common new york times guy comment online like hey i remember aol wanted to monopolize dial up internet and look the open web obviously changed all that they went to sign an extinction not the same comparable here but you know everyone wants to have their own little walled guard and they feel comfortable first-party data the data business so balancing the benefit of data and all the ip that could come into whether it's a visualization or platform it has to be open without open then you're going to have fragmentation you're going to have all kinds of perverse incentives how does the metaverse continue with such big players like meta themselves x that new name for facebook you know big bully tons of cash you know looking to you know get their sins forgiven um so to speak i mean you got google probably will come in apple's right around the corner amazon you get the whales out there how do is it proprietary is walled garden the new proprietary how do you view all that because it's it's still early and so there's a lot of change can happen well it's an interesting story that's really playing out in three acts right we had the first act which was really truly open right there was this idea that the internet is for the end user this is all just networking and then web 2 came and we got a lot of really great business models from it and it got closed up you know and now as we enter this sort of third act we have the opportunity to learn from both of those right and so i think web 3 needs to go back to the values of web one with the lessons in hindsight of web 2. and all of the winners from web 2 are clearly going to want to keep winning in web 3. so you can probably guess every single company and corporation on earth will move into this i think most governments will move into it as well and um but they're not the ones that are leading it the ones that are leading it are are just it's a culture of people it's a movement that's building and accumulating over time you know it's weird it's uh the whole web 2 thing is the history is interesting because you know when i started my podcasting company in 2004 there's only like three of us you know the dave weiner me evan williams and jack dorsey and we thought and the blogging just was getting going and the dream was democratization at the time mainstream media was the enemy and then now blogs are media so and then all sudden it like maybe it was the 2008 area with the that recession it stopped and then like facebook came in obviously twitter was formed from the death of odio podcasting company so the moment in time in history was a glimmic glimmer of hope well we went under my company went under we all went under but then that ended and then you had the era of twitter facebook linkedin reddit was still around so it kind of stopped where did it where did it pick up was it the ethereum bitcoin and ethereum brought that back where'd the open come back well it's a generational thing if you if you go back to like you know apple as a startup they were trying to take down ibm right it was always there's always the bigger thing that was that we we're trying to sort of unbundle or unpackage because they have too much power they have too much influence and now you know facebook and apple and these big tech companies they are that on on the planet and they're doing it bigger than it's ever been done but when they were startups they existed to try to take that from a bigger company so i think you know it's not an it's not a fact that like facebook or zuckerberg is is the villain here it's just the fact that we're reaching peak centralization anything past this point it becomes more and more unhealthy right and an open metaverse is just a way to build a solution instead of more of a problem and i think if we do just allow corporations to build and own them on the metaverse these problems will get bigger and larger more significant they will touch more people on earth and we know what that looks like so why not try something different so what's the playbook what's the current architecture of the open meta verse that you see and how do people get involved is there protocols to be developed is there new things that are needed how does the architecture layout take us through that your mindset vision on that and then how can people get involved yeah so the the entity structure of what i do is a company called crucible out of the uk um but i i found out very quickly that just a purely for-profit closed company a commercial company won't achieve this objective there's limitations to that so i run a dao as well out of switzerland it's called open meta we actually we named it this six months before facebook changed their name and so this is just the track we're on right and what we develop is a protocol uh we believe that the internet built by game developers is how you define the metaverse and that protocol is in the dao it is in the dow it's that's crucial crucible protocol open meta okay you can think of crucible as labs okay no we're building we're building everything so incubator kind of r d kind of thing exactly yeah and i'm making the choice to develop things and open them up create public goods out of them harness things that are more of a bottom-up approach you know and what we're developing is the emergence protocol which is basically defining the interface between the wallets and the game engines right so you have unity and unreal which all the game developers are sort of building with and we have built software that drops into those game engines to map ownership between the wallet and the experience in the game so integration layer basically between the wallet kind of how stripe is viewed from a software developer's campaign exactly but done on open rails and being done for a skill set of world building that is coming and game developers are the best suited for this world building and i like to own what i built yeah i don't like other people to own what i build and i think there's an entire generation that's that's really how do you feel about the owning and sharing component is that where you see the scale coming into play here i can own it and scale it through the relationship of the open rails yeah i mean i think the truth is that the open metaverse will be a smaller network than even one corporate virtual world for a while because these companies have billions of people right yeah every room you've ever been in on earth people are using two or three of facebook's products right they just have that adoption but they don't have trust they don't have passion they don't have the movement that you see in web3 they don't have the talent the level of creative talent those people care about owning what they create on the on what can someone get involved with question is that developer is that a sponsor what do people do to get involved with do you and your team and to make it bigger i mean it shouldn't be too small so if this tracks you can assume it gets bigger if you care about an open metaverse you have a seat at the table if you become a member of the dao you have a voice at the table you can make decisions with us we are building developing technology that can be used openly so if you're a game developer and you use unity or unreal we will open the beta this month later and then we move directly into what's called a game jam so a global hackathon for game developers where we just go through a giant exploration of what is possible i mean you think about gaming i always said the early adopters of all technology and the old web one was porn and that was because they were they were agnostic of vendor pitches or whatever is it made money they've worked we don't tell them we've always been first we don't tolerate vaporware gaming is now the new area where it is so the audience doesn't want vapor they want it to work they want technology to be solid they want community so it's now the new arbiter so gaming is the pretext to metaverse clearly gaming is swallowing all of media and probably most of the world and this game mechanics under the hood and all kinds of underlying stuff now how does that shape the developer community so like take the classic software developer may not be a game developer how do they translate over you seeing crossover from the software developers that are out there to be game developers what's your take on that it's an interesting question because i come to a lot of these events and the entire web 3 movement is web developers it's in the name yeah right and we have a whole wave of exploration and nfts being sold of people who really love games they're they're players they're gamers and they're fans of games but they are not in the skill set of game development this is a whole discipline yeah it's a whole expertise right you have to understand ik retargeting rigging bone meshes and mapping of all of that stuff and environment building and rendering and all these things it's it's a stacked skill set and we haven't gone through any exploration yet with them that is the next cycle that we're going to and that's what i've spent the last three or four years preparing for yeah and getting the low code is going to be good i was saying earlier to the young gun we had on his name was um oscar belly he's argo versus he's 25 years old he's like he made a quote i'm too old to get into esports like 22 old 25 come on i'd love to be in esports i was commenting that there could be someone sitting next to us in the metaverse here on tv on our digital tv program in the future that's going to be possible the first party citizenship between physical experience absolutely and meta versus these cameras all are a layer in which you can blend the two yeah so that that's that's going to be coming sooner and it's really more of the innovation around these engines to make it look real and have someone actually moving their body not like a stick figure yes or a lego block this is where most people have overlooked because what you have is you have two worlds you have web 3 web developers who see this opportunity and are really going for it and then you have game developers who are resistant to it for the most part they have not acclimated to this but the game developers are more of the keys to it because they understand how to build worlds yeah they do they understand how to build they know what success looks like they know what success looks like if you if you talk about the metaverse with anyone the most you'll hear is ready player one yeah maybe snow crash but those things feel like games yeah right so the metaverse and gaming are so why are game developers um like holding back is because they're like ah it's too not ready yet i'm two more elite or is it more this is you know this is an episode on its own yeah um i'm actually a part of a documentary if you go to youtube and you say why gamers hate nfts there's a two-part documentary about an hour long that robin schmidt from the defiant did and it's really a very good deep dive into this but i think we're just in a moment in time right now if you remember henry ford when he he produced the car everybody wanted faster horses yeah they didn't understand the cultural shift that was happening they just wanted an incremental improvement right and you can't say that right now because it sounds arrogant but i do believe that this is a moment in time and i think once we get through this cultural shift it will be much more clear why it's important it's not pure speculation yeah it's not clout it's not purely money there's something happening that's important for humanity yeah and if we don't do it openly it will be more of a problem yeah i totally agree with you on that silent impact is number one and people some people just don't see it because it's around the corner visionaries do like yourselves we do my objective over the next say three to six months is to identify which game developers see the value in web 3 and are leaning into it because we've built technology that solves interoperability between engines mapping ownership from wallets all the sort of blueprints that are needed in order for a game developer to build this way we've developed that we just need to identify where are they right because the loudest voices are the ones that are pushing back against this yeah and if you're not on twitter you don't see how many people really see this opportunity and i talked to epic and unity and nvidia and they all agree that this is where the future is going but the one question mark is who wants it where are they you know it's interesting i talked to lauren besel earlier she's from the music background we were talking about open source and how music i found that is not open it's proprietary i was talking about when i was in college i used to deal software you'd be like what do you mean deal well at t source code was proprietary and that started the linux movement in the 80s that became a systems revolution and then open source then just started to accelerate now people like it's free software is like not a big deal everyone knows it's what it was never proprietary but we were fighting the big proprietary code bases you mentioned that earlier is there a proprietary thing for music well not really because it's licensed rights right so in the metaverse who's the proprietary is it the walled garden is the is it is it the gamers so is it the consoles is it the investment that these gaming companies have in the software itself so i find that that open source vibe is very much circulating around your world actually open maps in the word open but open source software has a trajectory you know foundations contributors community building same kind of mindset music not so much because no one's it's not direct comparable but i think here it's interesting the gaming culture could be that that proprietary ibm the the state the playstation the xbox you know if you dive into the modding community right the modding community has sort of been this like gray area of of gaming and they will modify games that already exist but they do it with the values of open source they do it with composability and there's been a few breakthroughs counter-strike is a mod right some of the largest games of all time came from mods of other games look at quake had a comeback i played first multiplayer doom when it came out in the 90s and that was all mod based exactly yeah quake and quake was better but you know i remember the first time on a 1.5 cable mode and playing with my friends remember vividly now the graphics weren't that good but that was mod it's mod so then you go i mean and then you go into these other subcultures like dungeons and dragons which was considered to be such a nerdy thing but it's just a deeply human thing it's a narrative building collective experience like these are all the bottom-up type approaches modding uh world building so you're going to connect so i'm just kind of thinking out loud here you're going to connect the open concept of source with open meta bring game developers and software drills together create a fabric of a baseline somewhat somewhat collected platform tooling and components and let it just sell form see what happens better self form that's your imposing composability is much faster yeah than a closed system and you got what are your current building blocks you have now you have the wallet and you have so we built an sdk on both unity and unreal okay as a part of a system that is a protocol that plugs into those two engines and we have an inventory service we have an avatar system we basically kind of leaned into this idea of a persona being the next step after a pfp so so folks that are out there girls and boys who are sitting there playing games they could build their own game on this thing absolutely this is the opportunity for them entrepreneurs to circumvent the system and go directly with open meta and build their own open environment like i said before i i like to own the things i built i've had that entrepreneurial lesson but i don't think in the future you should be so okay with other companies or other intermediaries owning you and what you build i think i mean opportunity to build value yeah and i think i think your point the mod culture is not so much going to be the answer it's what that was like the the the the dynamic of modding yes is developing yes and then therefore you get the benefit of sovereign identity yeah you get the benefit of unbanking that's not the way we market this but those are benefits that come along with it and it allows you to live a different life and may the better product win yeah i mean that's what you're enabling yeah ryan thanks so much for coming on real final question what's going on here why are we here in monaco what's going on this is the inaugural event presented by digital bits why are we here monaco crypto summit i'm here uh some friends of mine brittany kaiser and and lauren bissell invited me here yeah i've known al for for a number of years and i'm just here to support awesome congratulations and uh we'll keep in touch we'll follow up on the open meta great story we love it thanks for coming on okay cube coverage continues here live in monaco i'm john furrier and all the action here on the monaco crypto summit love the dame come back next year it'll be great back with more coverage to wrap up here on the ground then the yacht club event we're going to go right there as well that's in a few hours so we're going to be right back [Music] you

(calm electronic music) >> Hey, welcome back everyone to theCUBE coverage of AWS re:Invent 2021. I'm John Furrier, your host. We're here with two sets with live content, pumping out 120 years over the course of a couple of days, 28 hours of programming from the people making things happen, sharing the news, and the insight. We've got Sandy Carter, worldwide public sector vice president of partners and programs for Amazon web services. Sandy, CUBE alumni, welcome back to theCUBE. Great to see you. >> Great to see you too, John. It's so awesome to be here in person, right? >> The news is coming more and more. We got health care news. We got this news, we got all kinds of certification. We just recently talked on a segment about all the great stuff on certifications, but healthcare is booming, okay? We got talking about delivering the kind of performance that people need in healthcare with data, and you've got delivery, destination is healthcare. Let's talk health care, what's going on? >> Yeah, so we made a couple of really awesome announcements around healthcare today. So if you think about it, one of the big trends in healthcare is digitizing health records, so electronic healthcare records to really help and assist with patient care. So, because that is so big, we launched an initiative for electronic healthcare records, migration assistance. And what that means is that, we have now added technical subject matter experts and industry subject matter experts in the healthcare space who understand EHR, electronic health records, to help us migrate at least 500 ISV applications over to AWS. This is really big news, because so far, most of those applications are running on-premises. So getting them over to the cloud gives them the scalability, gives them the agility, that they need to provide all of us better healthcare. >> Well, one of the big themes is the Epic performance, the database on the cloud. Cloud has given so much agility and has changed the game. I mean, I'm old enough to remember, I mean, we can look back on the shifts in technology. You had that era of healthcare where data and the records were super important. Privacy, lock it down. Don't talk to each other. Are we going to respect the privacy of the individuals? That's all now changed with horizontal scalable data, as Swami pointed out, who's the SVP leader of AI and the data for AWS, whole new paradigm of data architecture. This is disrupting healthcare. >> Yes And you've got the Epic situation. Take us through, why is this important? Why are we talking about Epic? >> Well, so EHR is one of the announcements. And then the second big announcement, is our Epic on AWS announcement. So, you may have covered this back in the August, September timeframe, we announced a new EC2 instance, called the M6I. And Epic, which is one of the leading global healthcare providers in the world, has been migrated to the cloud. And so, they started testing themselves, Epic started testing on the M6I. And so what we saw is a 40% performance improvement. Now that is, that's huge, as well as a 30% reduction in total cost of ownership. So if you're a partner out there, you're going to see, as your application runs on top of Epic, you're going to get that performance gain. And Epic has an amazing ecosystem, John. They have what they call the code travelers. They kind of exist on Epic, cause everybody uses Epic. Those ISBs are now going to get that benefit, and 90% of the current Epic customers. And then, our consulting partners are also going to see the benefit, because of that total cost of ownership reduction of 30%. So imagine you're a consulting partner, you're now going to go into a hospital that's using Epic and tell them that you can reduce their total cost of ownership by 30%. That's amazing! >> Well, first of all, the cost thing is amazing. But also, when you mentioned the instances, what's happening with the graviton and the processors and the performance you're getting in the cloud now, the applications are running faster and lower cost. So, you know, databases, they really want the boast horsepower. So you've got the cloud performance, you've got the lower cost. Why wouldn't anyone want to run it anywhere else? This is what I'm saying on my story I wrote Sunday night. All the modern applications will go to the best performance, even legacy apps. >> That's right, and I think this is so important because you know, you need performance, you need speed. You need to get the rest of this application migrated over. That's why we got the EHR migration initiative. And then if you couple that with our third announcement around authority to operate that now gives you that security and compliance, right? Because if you're a hospital, you can't risk having that patient information exposed. And so we introduced as an authority to operate a program that enables our partners to get HIPAA and high trust authorization faster, cheaper, so that they can move with this new digital trend that's happening all across healthcare. I mean, it is our fastest growing area today, growing at 105%. >> Yeah, it points to examine, it's another one of those areas that is urgent under COVID. It's exploding because of the demand, just on performance. And Swami said it today, also in the keynote, the AI data keynote, governance should be an enabler, not an inhibitor. >> Sandy: That's right. So when you start getting into governance where you can start managing the data in a way that's cool for people to use the data, but protect the privacy, you then can have the modern apps. >> And if I could just add on one thing there, today we talked about, you know, when you go on your digital transformation journey, it requires digital security, especially in healthcare. And so as you have those requirements, you have to be able to, not just get stuff to the cloud, it's got to be secure. And that's why HIPAA and high trust exist today. >> And these fine grain controls now available are amazing. So again, I love the way you guys are going in this direction with AWS. I got to say every year, it's like, wow, again. But I want to get back to this ISV angle because I think this is super important. Again, I teased this out on my post Sunday night, when I, after my sit down with Adam Selipski was that, if I'm a software vendor, an ISV, an independent software vendor, or a software owner, I want my app to run faster, period, okay? I want my app to make money, which means valued by customers. I don't want my app to be slower and not be seen in front of my customers. So again, ISV is now an opportunity, Epic is a shining example of that, where now as an ISV, I can innovate and not have to do the heavy lifting. This is a huge point. Can you just share some color on this, because this is like, I think kind of the elephant in the room. The ISVs are going to go where the action is. >> That's right, and you know, the Epic ecosystem is such a force. Epic being a global healthcare leader, getting that performance level, all of those codes, they call them code travelers, that exist around Epic. All of those applications can now take advantage of that performance improvement, which for me is a game changer because all that data, I mean, I know that, you know, I was just in an emergency room with my daughter. She had a trouble, we thought she broke her elbow. And, you know, we were sitting there waiting as the person's entering and waiting and entering and waiting. So that performance really makes a difference, right? In your customer satisfaction, in your patient care, all the things that really matter, the business outcome areas, not just the technology side. It's a game changer for healthcare. >> It's the delivery of one, your health, your life. And two, hassle time, avoiding the steps, waiting in the wrong room, going here, waiting for this, getting a test you don't need. >> Sandy: That's right. >> It's a hassle for the customer, but also puts pressure on the supply chain, the operational bandwidth, and with telemedicine around the corner, you know, everything is happening with telemedicine. Why I might not need to go to the hospital if I don't have to, so again, another big wave coming is telemedicine. >> Yeah, that's right, and in fact, we launched that healthcare startup accelerator, where we invited healthcare companies from around the world to come in and get extra support as a brand new partner, as a next gen partner, and that was actually one of the top areas of focus. About 40% of the companies came in around telemedicine. And one of the really interesting partners that came in through that accelerator was a partner named Get lab. They do, you know, surgeon training, which is quite fascinating, and they were doing that and Time named them one of the top, most innovative companies of the year in 2021. And they accredited a lot of their success to the healthcare accelerator that we just launched as well. >> So much action going on. I got to get your thoughts on just in general healthcare, do you find the vibe to be more from the doctors and the service providers? Because they're the ones on the front lines. They're in the foxhole, so to speak. It always seems to me that they always wish things went faster, similar to government workers, right? It's like, I wish there wasn't red tape. I wish it was easier. Why aren't we doing this? That seems to have been like, the culture. And now it's shifting back to, all right, now we're having fun. We're delivering care. We're riding the right wave. >> I agree, you know, these business outcomes make a huge difference, I think. And I think that that transformation that you're talking about, is occurring much faster than anybody anticipated. I predict in 2022, you're going to see this increased focus, not just on telemedicine, patient care overall. Like how do you combine the two together? How are you able to move quicker to provide more diagnostics? So for example, one of our partners, GE Healthcare, was using AI and ML with one of our partner programs and was able to automate the radiology workflow. I mean, just think about radiology, reading X-rays, how fast that can be with AI and ML. It increased the diagnostic accuracy by 30%. I think you're going to see lots more use of technology to speed up diagnosis, to increase that customer, patient care. I think that's really going to be the trend in 2022. And it's great for all of us. >> And computer vision, by the way, with explainable AI, can come in, talk about analyzing x-rays and or film, more and more tech coming in and machine learning is driving a lot of it. >> I completely agree. Machine learning, I would say machine learning and analytics, you know? Now that we've got the data and you know, the data, IDC says that data coming in from IOT sensors increased by four x since COVID, so imagine, you know, there are now robots working in the hospital, gathering your readings of your, you know, how strong you breathe, your temperature, all your vital signs are now coming in from IOT sensors. So you're just seeing this explosion of data and healthcare, which only makes diagnosis and hopefully cures, new vaccines, more possible because now you've got more data to work with, right? That data accuracy is going up. Data sources are going up. It's just a really powerful combination. >> Yeah, healthcare is great. Sandy, it's been an amazing run on the healthcare side. It's continuing to change, in a good way, how care is managed and delivered and dispensed and cost savings. I do want to ask you if you could point out to the audience, just from within the partner base, what's the big trend there? Because obviously they're all engaged, seeing all kinds of new things. Where's the innovation vibe? What are some, what's the pattern in the partners, more software development, more cloud, more AI? What's the, what would you, how would you rank the activities of innovation? >> Yeah, I would say there are five prime drivers today on the technology side, you know. First and foremost right now is IOT, believe it or not. And IOT, because it's driving so much data and you have to have data for the second big trend, which is artificial intelligence and machine learning. So that data is essential for feeding all the modeling that's going on. We're also seeing the edge come to pass really fast, right? A lot of work on outpost. In fact, at the conference, we announced that we just opened an outpost innovation center with WWT and Intel MDC. We already have an innovation center for outpost in Seattle. So we opened one in DC for our partner community as well. So we're seeing a lot of focus on that edge. Containers, as we talked about earlier, 60% of customers want containers. So our partners to be, need to be all over it. And then another huge trend in public sector is blockchain. So if you think about, you know, Panama, El Salvador, Ukraine, they're all moving to Bitcoin. And I just went over to the Wynn hotel cause we're here in Vegas, did you see how many vendors are taking Bitcoin out? It's amazing! And so all of that is built on blockchain. So we also introduced a set of workshops and POCs with our partners around blockchain because we see it happening in states, in countries, and then the countries drive everything else to have to use or leverage that chain for Bitcoin. >> Great trends, the tailwind, the wave is here. It's a big wave, healthcare, public sector, a lot of change. Sandy Carter. Thank you for the great commentary. Great insight, great to see you. Thanks for coming back on theCUBE. >> Nice to see you too, yep. >> It's theCUBE coverage. I'm John Furrier, your host of theCUBE. We got two sets wall-to-wall coverage, here in person, live event, as well as hybrid, we have the software as well. You're watching theCUBE, the leader in global tech coverage. I'm John Furrier, thanks for watching. (calming electronic music)

[upbeat electronic music] >> Hi everyone, welcome back to theCUBE's coverage of AnsibleFest 2021. I'm John Furrier, your host of theCUBE. We're here with Eric Pennington, Director of Solutions Engineering, and Mike Todaro, Senior Epic Cache Consultant at Sapphire Health. Gentlemen, thank you for coming on theCUBE and chatting about the wave of Cloud, cloud-native, Sapphire Health and Ansible. Thanks for coming on. >> Thanks for having us. >> Thank you. >> So, let's get started. Can you guys just briefly describe Sapphire Health and what you guys are doing there. The consulting services, the trends that you're seeing. Just take a step, a minute to describe the environment at Sapphire Health and what you guys are doing. >> For sure, yeah. So, Sapphire Health was a consultancy that was founded by the CEO back in 2016, Austin Park, who also serves as a CTO for some healthcare organizations, because he was having difficulty finding an organization that really specialized in Epic infrastructure. So you might be familiar with some of the large players in Epic consultancies, but they are typically focused more on the application side, so configuring like the ambulatory clinical system or something like that. And there really wasn't a solution that he could find in the market for an organization that was focused on Epic infrastructure and some of the more technical components of managing an Epic technical ecosystem. So, Austin founded a team. Mike was one of the early folks to join. I joined a little bit later. But he put a team together to, again, really focus on the technical components of an Epic implementation. And since then, we've been providing managed services for Epic infrastructure for a number of organizations. We've been focusing on platform migrations from, for example, AIX to REL for Epic organizations, and we've been focusing on some growth areas as well in the Cloud. Epic systems is now able to be hosted on the public Cloud, that's a relatively recent occurrence. So, we're working with some organizations in that space as well. Mike, anything you'd add there? >> No, I think that pretty much covers it. We've spent a large fraction of our effort making sure that we're engineering solutions for these clients that move them in the directions towards Cloud readiness, towards containerization, automation, and those sorts of things. I think Eric's description's spot on. >> So, you guys must be busy. I mean, I can only imagine the action happening right now as people realized, with the pandemic specifically, two areas that we've reported aggressive growth on was public sector and healthcare. Both were under massive strains of pressure to get faster. (chuckles) Can you guys just weigh in real quickly on what you guys are seeing and how that's impacted your consulting services, but also the customer. What's going on in their minds? >> Absolutely, we had some customers very early on in the beginning of the pandemic where we were given the cadence of updates coming from Epic, the needs for growth for those customers where both in ICU surge capability as well as just general admittance. There was a flurry of hardware purchasing, provisioning, set up. An increased cadence around patching for various pieces of the Epic environment including Epic code directly. All of those things. The tempo of all of that increased once the pandemic began, and we spent a significant fraction of time trying to find better ways, faster ways to engineer what we were already doing for clients, simply so that we could continue to keep up with the surge in demand without requiring an additional surge in investment in people, where it wasn't necessary. Obviously, some growth was necessary, but we wanted to help our clients get the most out of what they already had so that they could spend that money where it was needed to help patients. >> Yeah, awesome, great stuff. So, we're here at AnsibleFest getting into the action. It's all about automation. So I have to ask you guys, what led you to start exploring automation solutions at Sapphire Health? >> Yeah, so there's quite a few reasons. I would say the most critical is that we've been providing managed services to organizations around infrastructure management for some time. And as you can imagine, infrastructure management has some repetitive tasks, and I'm quoting my colleague, Mike, here, but a good administrator is a lazy administrator. And what we mean when we say that is, if there's a repetitive task that's being performed over and over again, if there's an opportunity to automate it, that's going to save us time. But more importantly, that's going to... Paul, these lights here. Let me move around a little bit, should come back, there we go. But it's going to provide an opportunity for us to focus on more value-add services for the client. It's going to reduce costs for the client in terms of the services that we're providing. And I think most importantly, it's removing the possibility for human error or the possibility for error overall. So it's a natural evolution of us observing the time that we're spending with our client partners, and again, it really provides a lot of value to Sapphire as an organization and our customer partners as well. >> Mike, you want to weigh in on this automation trend. How do you see it evolving? I mean, obviously sounds good when you want to automate things that you do repetitive tasks, but is there more going on that you see in automation that goes beyond just, okay, if you do it three times-automated kind of vibe. >> Sure. Automating repetitive tasks is the kiddie end of the pool. That's how we get... That's how we sell the idea to people who just don't get the concept yet. But there are workflows that really aren't feasible outside of automation. We tend to think of automation, in some cases in this sort of limited way, but automation is really... What we really are targeting with automation is more about workflow. It's less about individual tasks, and it's more about an idea of workflow or a business requirement from its origin all the way through its implementation. So, I've got just the simplest case that jumps immediately to mind, is I have a new hire, I've got to provision them an account. I need to provision it across multiple systems. I've got to do it in our single sign on. They need home directories. They might need access. They need building accesses we need to generate. You got to generate badges for these people. And these are all workflows that are normally disparate. You know, you have to take your sheet to this guy, take your sheet to this guy, here's my new hire form. Really, what you really want is, we got a new hire, everything's checked out, put it in this basket here and let the automation move it through all of these systems all the way across. And that's the sort of thing, like I said, that's a very limited, very simple idea, but that's the kind of thing we really want. We want to get in the door with automation with simple things and then we want to teach... We want clients and ourselves to be challenged, to be creative, to find new ways to apply it that aren't immediately obvious. >> Yeah, I was smiling because I love the example of the kiddie end of the pool because automation is going mainstream, and it used to be kind of, you know, for the geeks who were doing the hardcore stuff who got the whole big picture. Now you're seeing with AI automation moving in and with Cloud, a lot more automation happening. So, I can almost see in my mind mental image of people wearing bubbles in the pool, kind of like going in the deep end, get back over here. Stay in your lane. Yeah, but this is the trend, and I want to get into this because you guys are involved in this Epic migration that's been talked about. So for the folks that aren't in, say the health care space, put a little context around Epic and then I want to get into this whole migration discussion. I think that kind of points to some real value propositions. So, what is Epic for the folks outside healthcare? >> Sure, so Epic is one of the leading EHRs or electronic health records software in the world. It is by far the most deployed in the United States. What's involved in building an Epic, or performing an Epic migration. Epic is hundreds of systems. When you think about Epic as an umbrella concept, it is servers and end-user workstations and all of these things. When we talk about platform migration, what we're usually talking about is the transactional database. They call it the ODB or whichever term I think you feel applies best. When we perform all those migrations, we're usually talking about... When we perform one of those migrations, we're usually talking about an AIX to Red Hat migration, although you can just do hardware to hardware. Involved in that is a number of things. You're building new VMs. You're setting up patch cycles, setting up the patching server. Installing the various administration scripts that Epic provides. Installing the software that runs the DB, which at the moment is either InterSystems Cache or Iris. There's the provisioning of the local security users. There's the configuration of the OS. If you're moving from AIX to Red Hat, you're talking generally about a bit endians conversions, so, big endian to little endian, there's a tool for that. There's a lot of these little stats. And the thing is, is that, they're all very, very well defined and very similar, and so, they look identical in many of these cases from one implementation of Epic to the next. And that's not true for the entire Epic stack necessarily, but at the ODB level, this stuff is all very similar, and this is a very right place to automate. This screams automate, and we do this because, I mean, who wants to make mistakes. If you write and build your script and debug it, the script runs, it doesn't make mistakes. I make mistakes, the script doesn't. So, we do that, and we end up spending less time on these repetitive, unnecessary tasks. We guarantee the correctness of them, or we do a better job of guaranteeing the correctness of them, and all of that ends up saving money in the long run. >> That's awesome, and thanks for the context. I was going to get there on the automation piece. It really sets the table for the automation. Real quick clarification. How much or what kind of software work is involved in a migration? >> Oh, so there's the installation of... You have from the installation of the OS and the configuration of the OS, the building in the patch server, the implementation, testing, and patch cycling. There's those data conversions I talked about. There's environment refreshes where we copy an existing environment on a regular basis to another environment for things like testing, for troubleshooting purposes or for other reasons. There's more than one database for Epic. There's one big production database. You have training databases, and you have playground databases for people to work in so they can learn to use the system better, and then there are, I mean, there's a galaxy. >> Oh man, so it's a huge system. Okay, so I got to ask the security question. >> Sure. >> Is security element as important when selecting automation or how has that factored in? I mean, right now that's super important, obviously, records are key, but honestly, where does that fit into the automation piece of security? >> Yeah, I think that's a very important question, and as you alluded to, security is incredibly important. It's very important in healthcare in particular. And in fact, with healthcare, there's a lot of regulatory requirements. There's a lot of requirements that individual healthcare institutions have that we as a partner to that institution need to follow. So, as we were evaluating automation vendors and automation solutions, a highly secure system was not a nice to have or like a value add, it was something that was absolutely critical and paramount to being able to successfully automate any of the things that we're doing. So I'll turn it over to Mike to talk about some of the specifics, but as we evaluated Ansible, we saw that it really supported robust security. So, Mike, can you comment a little bit more on that? >> Sure. There's a number of ways that we use Ansible to help improve the security posture for clients. One of the ways is Ansible playbooks are written to be runnable against the server and nothing will change unless something is set incorrectly. And this lets us assure that the configuration is where we expect it to be so we don't get drift on these servers. Now, remember I said an Epic environment is a lot of servers. If one or two of these... >> John: Mike, if you don't mind, I need to interrupt. What is, when you say drift, what are you referring to? >> So when I say drift, what I mean is, if there's a bunch of different servers and I as an administrator have to work on one or two of these servers just for little things during the day, I might make a change on one of these servers advertently or inadvertently, and then that server's configuration is now slightly out of phase with the other servers, which could be benign, but it could also be a security hole. Having Ansible able to run nightly and continue to adjust these servers back to the expected baseline, and in the case of things like tower, be able to report that these things were out of position. Let us know, hey, it lets us reduce the attack surface, first of all. It lets us multiply it, like a force multiply our attention across this farm of servers, and it gives us that sort of clarity that we know we're doing what we have to do to make sure these servers continue to be safe. >> That's an awesome service. That right there is, I mean, just going in manually trying to figure all this stuff out, it's just a nightmare. I mean, what a great relief that is. I mean, just the alternative is what, you know, more pain and suffering human wise, that's the labor, and then risk on attack because people go to bed. >> I'm a patient. The thing is, on a personal note, I'm a patient too, all of us are. We all have doctors. We have to go to the hospital for things occasionally. And if we fail when we perform these security audits, if we fail when we perform these security checks, patient data can get lost. It can get sent to people who shouldn't have it. And I'm a patient, I have no desire for my medical information to be available anywhere but in the hands of my doctor or myself. And that's the thought I try to stay with when I'm working on these systems. I'm a patient. It's not that I'm doing this because... I mean, the knock-on effects of reducing liability for the customers cannot be ignored or overstated, and they're critical, but, ultimately, my eyesight is on the patient. >> Yeah and having that stability is huge. Okay, this brings up the whole automation thing as it becomes more mainstream for you guys, specifically, is critical. The system's there, you have to watch farms, all the action happening, it's a huge system. Complex automation is key. How are you guys continuing to push the automation envelope into the Sapphire Health's consulting practice? >> Well, as you mentioned, John, yeah, we're really taking a look at the entire technical infrastructure when we're working with our clients. And we are offering fully outsourced managed services for organizations, not just around the Epic infrastructure but things like networking devices, security and other third party systems. So with that, we're seeing a lot of these things that are going on, and we're always evaluating opportunities for automation. There's actually two areas in particular that we're seeing gain a lot of momentum with our customers, and we're seeing a lot of opportunity for automation. The first is business continuity and disaster recovery, specifically within Epic. So, Epic has very stringent requirements for resiliency, as you can imagine. When the system goes down, a hospital can't really do what it needs to do from a billing standpoint, a clinical standpoint, so very robust disaster recovery and resiliency standards and solutions are very important. However, there's not a lot of automation that's available either from Epic or, as far as I know, other consultancies, so what we did is we built a script that provides failover automation. So some of the tasks that would be very manual in terms of failing over to your DR solution, we've automated that, and that again, removes a lot of the opportunity for human error, really speeds up the failover process. And so with the customers that we work with, that's something that we provide. Another big area that we're seeing is environment refreshes. So within Epic, there are different environments that are, basically, all their data is copied over on a recurring basis from the production environment, and the refreshes can have a lot of manual steps involved, so we found an opportunity and have implemented some automation around environment refreshes for some of our managed services clients. And as we continue to go throughout, you know, building our Cloud practice in some other areas, I'm very confident that we're going to see, you know, infrastructure is code more opportunities for automation around areas like that. >> I mean, you guys got to love the DevOps vibe going on now. Mike, I mean, you guys have seen the movie before in the old legacy going back to the mainframes, so you probably still run into a lot of older systems that still do a purpose. I mean, I have a lot of friends and clients that are working in the big banks, and they still have all the old school that does their job well, but containerization and Cloud kind of give life to these systems because now we're living in this system architecture called distributed computing again with the Cloud. It's the same game, different, different stuff though. >> Absolutely. Years ago, almost every Epic client was running on AIX, and maybe not mainframe but more mini computer. The migration path for almost all of the clients has been to move from those AIX mini computers down to VMs running Red Hat, or running Linux, and the natural evolution of that path is to move at least disaster recovery data centers into the Cloud, and then for some clients, the economics say the whole data center to the Cloud. So, absolutely that path is, it's well forged, it's there. I suspect that we'll see a lot more of clients, even larger hospitals, beginning to move down that road in the near future. >> And for the folks watching who may not have the scar tissue that we have, AIX was IBM's old Unix, a kind of mid-range mini computer. It was kind of client server, it was client server going now again being modernized. So obviously Red Hat is now part of IBM, but it speaks not just to IBM, this is about Ansible, right. So this is like, there is action happening here, so this is a case study of pretty much all migrations. It's not just the fact that it's AIX to Red Hat, it's system to the new thing that has benefits. >> Absolutely. >> What's your take, Mike, on that that kind of paradigm, because a lot of people going through similar situations just change AIX to something else. You have a lot of this migration re-platforming going on with the opportunity to kind of tweak it and add stuff to it. What's your advice and what's your reaction to this big trend? >> My advice for this trend, honestly, my advice is when you're planning these migrations, you know they're coming. Even if you're not in the cycle yet, you know it's coming. My advice is start brainstorming your implementation of the automation now. Get your automation into the system as you platform into your new platform, because it is far easier to build that entire platform with automation as a critical component than it is to bolt it on later, and you will get much more out of your investment and time and effort if you've integrated it from the very beginning. I would say anyone that was looking to perform a platform migration now and hadn't already begun serious consideration of running automation or had no plans for an automation, was setting themselves up for a very long and very difficult road to hell, and I would advise against it at this point. >> Great, great insight, Mike and Eric. Thanks for coming on, appreciate your insight here. You guys want to give a quick plug for the company? What you guys are looking to do, hiring, any update you want to share because great, great content you guys just shared here. Thanks for doing that. Take a minute to put a plug for the company. >> Yeah, I think a quick plug here. Yeah, if you're a talented cache admin, there's not too many Mikes out there, so we're definitely looking for more Mikes. But more broadly, we're really looking to expand into the Cloud space. We're rapidly expanding our managed services opportunities, and what we're seeing is a lot of organizations have like one ODB admin or one client systems ECSA admin. And what they run into is that person will leave, that person will retire, that person needs to get married and go on their honeymoon. It's kind of a problem, so we're working with a lot of organizations to not just fully outsource their environment but to provide a hybrid-managed service to provide overflow, to provide capabilities, to scale up with upgrades and projects like that. So, talk to us, we're pretty darn good at it, as you heard from Mike. We've got a couple of Mikes, again, we could use more, so if you are a Mike, please reach out. >> I think we virtualized him, we just virtualized Mike, you know, virtualization is a huge trend. >> If data writes Mike, we need to do that, yeah. >> Are you a body, are you the real Mike? >> (laughing) As far as I know, my wife would appreciate it if you guys would clone me a few times. >> You know, I've heard horror stories, Eric, around root passwords, like, who has the root password, oh, she left two years ago, kind of situations, this happens. I mean, this is not... it sounds like crazy but people leave. >> Yeah, I mean, nobody works anywhere forever, right? >> Don't be that company where you lose the root password, and never mind the ransomware action. Oh my God, must be brutal. Anyway, we can go another segment on that. Eric, thank you for coming on. Mike, thank you for your insight, really appreciate it, thanks for coming on. Appreciate it. >> Absolutely. >> Absolutely, it was our pleasure. >> Stay right here for continued coverage of AnsibleFest 2021. This is theCUBE, I'm John Furrier. Thanks for watching. (slow tempo electronic music)

(electronica music) >> Hello everybody. This is Dave Volante and we are covering HPE's big GreenLake announcements. We've got wall-to-wall coverage, a ton of content. We've been watching GreenLake since the beginning. And of one of the things we said early on was let's watch and see how frequently, what the cadence of innovations that HPE brings to the market. Because that's what a cloud company does. So, we're here to welcome you. Keith White is here as the Senior Vice President General Manager of GreenLake cloud services. He runs the commercial business. Keith, thanks for coming on. Help me kick off. >> Thanks for having me. It's awesome to be here. >> So you guys got some momentum orders, 40% growth a year to year on year. You got a lot of momentum, customer growth. >> Yeah, it's fantastic. It's 46%. >> Kyle, thank you for that clarification. And in 46. Big different from 40 to 46. >> No, I think what we're seeing is we're seeing the momentum happen in the marketplace, right? We have a scenario where we're bringing the cloud experience to the customer on their premises. They get to have it automated. Self-serve, easy to consume. They pay for what they use. They can have it in their data center. They can have it at the edge. They can have it at the colo, and, we can manage it all for them. And so they're really getting that true cloud experience and we're seeing it manifest itself in a variety of different customer scenarios. You know, we talked about at Discover, a lot of work that we're doing on the hybrid cloud side of the house, and a lot of work that we're doing on the edge side of things with our partners. But you know, it's exciting to see the explosion of data and how now we're providing this data capability for our customers. >> What are the big trends you're hearing from customers? And how is that informing what you're doing with Green? I mean, I feel like in a lot of ways, Keith, what happened last year, you guys were, were in a better position maybe than most. But what are you hearing and how is that informing your go forward? >> Yeah, I think it's really three things with customers, right? First off, Hey, we're trying to accelerate our digital transformation and it's all becoming about the data. So help us monetize the data, help us protect that data. Help us analyze it to make decisions. And so, you know, number one, it's all about data. Number two is wow, this pandemic, you know, we need to look for cost savings. So, we still need to move our business forward. We've got to accelerate our business, but help me find some cost savings with respect to what I can do. And third, what we're hearing is, hey, we're in a situation, where there's a lot of different capabilities happening with our workforce. They're working from home. They're working hybrid. Help us make sure that we can stay connected to those folks, but also in a secure way, making sure that they have all the tools and resources they need. So those are sort of three of the big themes that we're seeing that GreenLake really helps manifest itself, with the data we're doing now. With all the hybrid cloud capabilities. With the cost savings that we get with respect to our platform, as well as with solutions such as VDI or workforce enablements that we've, we create from a solution standpoint. . >> So, what's the customer reaction, I mean, I mean, everybody now, who's has a big on-premise state, has an as a service capability. A customer saying, oh yeah, oh yeah, how do you make it not me too? In the customer conversations? >> Yeah. I think it turns into, you know, you have to bring the holistic solution to the customer. So yes, there's technology there and we're hearing from, you know, some of the competitors out there. Yeah, we're doing as a service as well, but maybe it's a little bit of storage here. Maybe it's a little bit of networking there. Customers need that end to end solution. And so as you've seen us announce over time, we've got the building blocks, of course, compute storage and networking, but everything runs in a virtual machine. Everything runs in a container or everything runs on the bare metal itself. And that package that we've created for customers means that they can do whatever solution, or whatever workload they want So, if you're a hospital and you're running Epic for your electronic medical records, you can go that route. If you're upgrading SAP and you're using virtual machines at a very large scale, you can use this, use a GreenLake for that as well. So, as you go down the list, there's just so many opportunities with respect to bring those solutions to our customers. And then you bring in our point-next capabilities to support that. You bring in our advisory and professional services, along with our ecosystem to help enable that. You bring in our HPE financial services to help fund that digital transformation. And you've got the complete package. And that's why customers are saying, hey, you guys are now partners of us. You're not just a hardware provider, you're a partner you're helping us solve our business problems and helping us accelerate our business. >> So what should people expect today? You guys got some announcements. What should people look for? >> Well, I think this is, as we've talked about, you know, now we're sort of providing much more capabilities around the data side of the house. Because data is so such, it's the gold, if you will, of a customer's environment. So first off we want to do analytics. So we want an open platform that provides really a unified set of analytics capabilities. And this is where we have a real strong, sweet spot with respect to some of the, the software that we've built around Esperal. But also with the hardware capabilities. As you know, we have all the way up to the Cray supercomputers that, that are doing all of the analytics for whether this or, or financial data that. So, I think that's one of the key things. The second is you got to protect that data. And, and so if it's going to be on prem, I want to know that it's protected and secured. So how do I back it up? How do I have a disaster recovery plan? How do I watch out for ransomware attacks, as well? So we're providing some capabilities there. And then I'd say, lastly, because of all the experience we have with our customers now implementing these hybrid solutions, they're saying, hey, help me with this edge to cloud framework and how do I go and implement that on my own? And so we've taken all the experience and we've bucketed that into our edge to cloud adoption framework to provide that capability for our customers. So we, you know, we're really excited about, again, talking about solutions, talking about accelerating your business, not just talking about technology. >> I said up the top, Keith, that one of the ways I was evaluating you as the pace and the cadence of the innovations. And, and is that, is that fair? How do you guys think about that internally? Are you, you know, you're pushing yourself to go faster, I'm sure you are, but what's that conversation like? >> I think it's a great question because in essence, we're now pivoting the company holistically to being a cloud services and a software company. And that's really exciting and we're seeing that happen internally. But this pace of innovation is really built on what customers are asking us for us. So now that we've grown over 1200 customers worldwide. You know, over $5 billion of total contract value. You know, signing some, some large deals in a variety of solutions and workloads and verticals, et cetera. What we're now seeing is, hey, this is what we need. Help me with my internal IT out to my business groups. Help me with my edge strategy as I build the factory of the future, or, you know, help me with my data and analytics that I'm trying to accomplish for my, you know, diagnosis of, of x-rays and, and capabilities such as Carestream, if you will. So it's, it's exciting to see them come to us and say, this is the capabilities that we're requiring, and we've got our foot on the gas to provide that innovation. And we're miles ahead of the competition. >> All right, we've got an exciting day ahead. We got all kinds of technology discussions, solution discussions. We got, we got, we're going to hear from the analyst community. Really bringing you the, the full package of announcements here. Keith, thanks for helping me set this up. >> Always. Yeah. Thanks so much for having me. >> I look forward today. And thank you for watching. Keep it right there. Tons of content coming your way. You're watching The Cubes coverage of HP's big GreenLake announcement. Right back. (electronica music)

>>Hello and welcome back to the cubes live coverage of A W. S. Public sector summit. I'm john Kerry hosting CUBA. We're live in Washington D. C. For two days, an actual event with an expo floor with real people face to face and of course we're streaming it digitally on the cube and cube channels. And so our next guest, Mark Francis chief digital health integration officer Electronic caregiver, Mark great to see you tech veteran and former intel back in the day. You've seen your ways of innovation. Welcome to the cube. >>Thanks so much. It's a pleasure to be here. >>So we were talking before we came on camera about all the innovation going back in the computer industry but now with health care and delivery of care telemedicine and how the structural systems are changing and how cloud is impacting that. You guys have an interesting solution on AWS that kind of, to me connect the dots for many tell us what you guys do and take us through the product. >>Sure. Happy to do so uh our company is electronic caregiver were actually founded back in 2009. We're based in Los cruces new Mexico so off the grid. Um but since that time we have been spending a lot of time and money doing foundational R and D pilots and product development work. Really say how do you bridge that chasm between the doctor's office and the patient home in a way that you can put a patient facing device and equipment in a patient's home that's going to drive high level of engagement, obtain actionable curated data that's presented out to caregivers and the caregivers can then act upon that to help direct and deliver high quality care. >>So basically is the future of medicine, >>the future of medicine. Right. Right. We look at medicine, we look at the future of medicine as being a hybrid model of in person care plus remote care. And we really see ourselves at the epicenter of providing a platform to help enable that. >>You know the big story here at the public sector. Some and we've been reporting on a digitally for the previous year is the impact the pandemic has had on the industry and and not just normal disruption, you know technology and start ups, disruption happens, structural changes being forced upon industries by the force majeure. That is the pandemic education, health care and so video and data and connected oriented systems are now the thing structurally that's changing it. That's causing all kinds of business model, innovations and challenges. Yeah. What's your take on that? Because this is real. >>Yeah. It is real. It it's funny that this is actually my third digital health company. Um First one was in in uh Silicon Valley early remote patient monitoring company. We end up selling it to bosh uh when I joined intel to be part of our digital health group, we did that for five years and ended a joint venture with G. E. So people have been playing around in remote patient monitoring telehealth for some time until the pandemic though there wasn't really a strong business model to justify scaling of these businesses. Um uh the pandemic change that it forced adoption and force the government to allow reimbursement coach as well. And as a result of that we've seen this pure if aeration of different product offering service offerings and then payment models around telehealth broadly speaking >>well since you started talking the music started cranking because this is the new music of the industry, we're here on the expo floor, we have face to face conversations going on and uh turn the music down. Hey thanks guys, this is a huge thing and I want to uh highlight even further what is the driver for this? Because is it, I mean actually clouds got some benefits but as you guys do the R. And D. What's going on with what's the key drivers for medicine? >>Yeah, I would take two things from a from a technology perspective, the infrastructure is finally in place to enable this type of charity distance before that it really wasn't there now that's there and the products that folks are used are much more affordable about the provider's side and the patient side. The main driver is um uh there's a lot of underlying trends that were happening that we're just being ignored Whether it was 50% non adherence to treatment plans, massive medication mismanagement um lack of professional and informal caregivers, all those things were kind of happening underneath the surface and then with Kobe, it all hit everybody in the phase. People started using telehealth and then realize, hey, we can deliver high quality care, we can deliver value based care mixed with a hybrid model of tele care plus patient care. And it turned out that, that, that works out well. So I think it's now a realization that tell care not only connects patients but solve some of these other issues around adherents, compliance, staffing and a number of other >>things and that this is a structural change we were talking about. Exactly. All right, So talk about amazon, what do you guys are doing on AWS? How's that all work? >>That's working out great. So as we, as we launch at a 2.0, we built it on 24 foundational aws and Amazon services. It's a serverless architecture, um, uh, which is delivered. What enables us to do is we have a whole bunch of different patients facing devices which we now integrate all into one back end through which we can run our data analytics are machine learning and then present curated actual data to the providers on top of that. We've also been developing a virtual caregiver that's really, really innovative. So we're using the unity engine to develop a very, very realistic virtual caregiver that is with the patient 24 hours a day in their home, they develop a relationship with that individual and then through that they can really drive greater you know more intimate care plan and a more intimate relationship with their human caregivers that's built using basic technology behind Alexa pauline lacks as well as IOT core and a lot of other ai ml services from from amazon as well. >>Not to get all nerdy and kind of seeking out here because under the hood it's all the goodness of amazon. We've got a server list, you got tennis is probably in there doing something who knows what's going on there, You've got polly let's do this and that but it also highlights the edge the ultimate network edges the human and if you've got to care for the patient at home or wherever on the run whatever. Yeah you got to get the access to the data so yeah I can imagine a lot of monitoring involved too. Yeah can you take us through how that works? >>Yeah and for us we like to talk about intelligence as opposed to data because data for data sakes isn't actionable. So really what can we do through machine learning and artificial intelligence to be able to make that data more actionable before the human caregiver because you're never going to take a human out of the equation. Uh But uh we had a lot of data inputs, they're both direct data inputs such as vital signs, we also get subtle data input. So with our with our uh with Addison or virtual caregiver uh the product actually come to the camera away from intel called the real sense cameras. And with that we get to see several signs of changes in terms of gate which might be in the indicative of falls risk of falls. We can see body temperature, pulse, heart rate, signs of stress, lack of sleep. Maybe that's a sign of uh adverse reaction to a new medication. There's a bunch of different direct and indirect inputs. We can take run some analysis against and then say hey there's something here you might want to look at because it might be indicating a change in health. >>So this is where the innovation around these bots and ai come in because you're essentially getting pattern matching on other signals you already know. So using the cameras and or sensors in to understand and get the patients some signaling where they can maybe take action call >>fun or Yeah, that's exactly. And the other thing we get, we get to integrate information related to what are called social determinants of health. So there's a whole body of research now showing that 65% of someone's health is actually driven by non clinical issues. So again issues of food security, transportation, access to care, mental health type issues in terms of stress and stuff like we can start gathering some of that information to based upon people's behaviors or for you to assessments which can also provide insights to help direct care. >>So maybe when I'm doing the Cuban reviews, you guys can go to work and look at me. I'm stressed out right now, having a great time here public sector, this is really cool. So take a minute to explain the vision. What does this go from here? I'll see low hanging fruit, telemedicine, check data, observe ability for patient for optimizing care, check what happens next industry disruption, what how these dominoes have been kind of fall? >>Yeah, for us uh we really are seeing more providers and more payers system. Integrators looking now to say how do I put together a comprehensive solution from the doctor's office to inpatient hospital to home that can remove it. A lot of barriers to care addi which is our platform is designed to be interoperable to plug into electronic health care systems, whether it's Cerner, Epic or Athenahealth, whatever it might be to be able to create that you pick us seamless platform for provider to use. We can push all of the data to their platform if they want to use that or they could use our platform and dashboard as well. We make it available to healthcare providers but also a lot of people are trying to age in place and they're getting treated by private duty providers, senior housing providers and other maybe less clinical caregivers. But if you're there every day with somebody you can pick up signs which might prevent a major health episode down the road. So we want to close that circle our our vision is how do we close the circle of care so that people get the right information at the right time to deliver the right >>care. So it's kind of a health care stack of a new kind of stack. So I have to ask you if there was an eye as pass and sass category um infrastructure as a service platform as a service. And then says it sounds like you guys are kind of combine the lower parts of the stack and enable your partners to develop on top of. Is that how it >>works? Yes it does. Yeah. Yeah. So with addie, the interesting thing that we've done it's designed to have open a P. I. For a lot of modules as well. So if we're working with the american Heart Association and we want to do a uh cardiac care module from using their I. P. We could do that if we want to integrate with Uber health or lift we could do that as well if we want to do something in the amazon and pill pack, it's a plug in that we could do that. So if I'm a patient or or a loved one at home instead of going to 10 different places or use our platform and then pull up four different apps. Everything can be right there at their fingertips. You can either do it by touch or you can use this voice because it's all a voice or a touch of interaction. >>So just because I'm curious and and and for clarification, the idea of going past versus SAS platform versus software as a service is why flexibility or customization? Why not go SAS and be a SAS application? >>Uh we've talked mostly about, we've we've gone back and forth platform as a service or infrastructure as a service. So that's more the debate that we've had. It's more about the scalability that we can offer. Um uh not just in the United States, but globally as well. Um and really that's really the thing that we've been looking at, especially because there's so many different sources of data, if you want to provide high quality care that needs to be integrated. We want to make sure that we created a platform, not just for what we provide but for what others in the environment can provide. >>So you really want to enable other people to create that very much layer on top of you guys, do you have out of the box SAS to get people going or is that just >>With the release of adding 2.0, now we do. So now folks go to our website and they contact our development those tools and and those libraries are available. >>Now, this is an awesome opportunity. So for people out there who are wanting to innovate on you, they can just say, okay, I'll leverage your the amazon web services of healthcare essentially. >>That's a nice bold ambitious statement. Yeah, but I mean kind of but if we if we can achieve that, then we'd be quite happy and we think the industry, you're gonna partner >>benefit of that. It's an ecosystem play. Exactly, yeah. It's kind of like. >>Yeah, yeah, yeah, yeah. And for us, what we do covert is a perfect example going back to that. So when Covid hit um were based in las cruces, new Mexico last winter lost crew system to el paso and overwhelmed. They're at capacity. Different health care systems came to us, they asked if we partner with them to deliver a basically a triage program for folks that were coming into the er with Covid. So we designed a Kobe at home programs. So you get diagnosed, get a kit, go home and using telehealth virtual visits, remote monitoring. Be able to stay healthy at home without doing community spread. And by making sure that you were being watched over by a care professionals 24 hours a day. We did that um worked with 300 people Malcolm would all of them said healthy. We were able to expand uh inpatient capacity by 77%. We saved the system over $6 million in in three months. We've now been asked and we're actually replicating that in Memphis now and then also we've been asked to do so down in Mississippi >>mark, great conversation. Uh real quick. I only I don't have much time left but I want to ask you, does this mean that we're gonna see a clip of proliferation of in home kind of devices to assist? >>Yeah, we will. Uh, what we've seen is a big pivot now towards hospital at home model of care. So you have providers saying, you know, I'll see you in my facility but also extend capabilities so I can see you and treat you at home as well. We've also seen a realization that telehealth is more than a than an occasional video visit because if all you're doing is replacing an occasional in person visit with an occasional video visit. You're not really changing things now. There's a whole different sensors ai other integrations that come together to be able to enable these different models >>for all the business school folks out there and people who understand what's going on with structural change. That's when innovation really changes. Yeah, this is structural change. >>Absolutely. >>Mark, thanks for coming on. Mark Francis chief Digital Health Integration Officer Electronic Caregiver here on the Q. Thanks. Coming >>on. Thank you. My pleasure. >>Okay, more coverage after this short break. I'm john Kerry, your host Aws public Sector summit, We'll be right back mm mm mm

(upbeat music) >> Welcome back to AWS storage day. This is the Cubes continuous coverage. My name is Dave Vellante, and we're going to talk about file storage. 80% of the world's data is in unstructured storage. And most of that is in file format. Devs want infrastructure as code. They want to be able to provision and manage storage through an API, and they want that cloud agility. They want to be able to scale up, scale down, pay by the drink. And the big news of storage day was really the partnership, deep partnership between AWS and NetApp. And with me to talk about that as Ed Naim, who's the general manager of Amazon FSX and Anthony Lye, executive vice president and GM of public cloud at NetApp. Two Cube alums. Great to see you guys again. Thanks for coming on. >> Thanks for having us. >> So Ed, let me start with you. You launched FSX 2018 at re-invent. How has it being used today? >> Well, we've talked about MSX on the Cube before Dave, but let me start by recapping that FSX makes it easy to, to launch and run fully managed feature rich high performance file storage in the cloud. And we built MSX from the ground up really to have the reliability, the scalability you were talking about. The simplicity to support, a really wide range of workloads and applications. And with FSX customers choose the file system that powers their file storage with full access to the file systems feature sets, the performance profiles and the data management capabilities. And so since reinvent 2018, when we launched this service, we've offered two file system choices for customers. So the first was a Windows file server, and that's really storage built on top of Windows server designed as a really simple solution for Windows applications that require shared storage. And then Lustre, which is an open source file system that's the world's most popular high-performance file system. And the Amazon FSX model has really resonated strongly with customers for a few reasons. So first, for customers who currently managed network attached storage or NAS on premises, it's such an easy path to move their applications and their application data to the cloud. FSX works and feels like the NAZA appliances that they're used to, but added to all of that are the benefits of a fully managed cloud service. And second, for builders developing modern new apps, it helps them deliver fast, consistent experiences for Windows and Linux in a simple and an agile way. And then third, for research scientists, its storage performance and its capabilities for dealing with data at scale really make it a no-brainer storage solution. And so as a result, the service is being used for a pretty wide spectrum of applications and workloads across industries. So I'll give you a couple of examples. So there's this class of what we call common enterprise IT use cases. So think of things like end user file shares the corporate IT applications, content management systems, highly available database deployments. And then there's a variety of common line of business and vertical workloads that are running on FSX as well. So financial services, there's a lot of modeling and analytics, workloads, life sciences, a lot of genomics analysis, media and entertainment rendering and transcoding and visual effects, automotive. We have a lot of electronic control units, simulations, and object detection, semiconductor, a lot of EDA, electronic design automation. And then oil and gas, seismic data processing, pretty common workload in FSX. And then there's a class of, of really ultra high performance workloads that are running on FSX as well. Think of things like big data analytics. So SAS grid is a, is a common application. A lot of machine learning model training, and then a lot of what people would consider traditional or classic high performance computing or HPC. >> Great. Thank you for that. Just quick follow-up if I may, and I want to bring Anthony into the conversation. So why NetApp? This is not a Barney deal, this was not elbow grease going into a Barney deal. You know, I love you. You love me. We do a press release. But, but why NetApp? Why ONTAP? Why now? (momentary silence) Ed, that was to you. >> Was that a question for Anthony? >> No, for you Ed. And then I want to bring Anthony in. >> Oh, Sure. Sorry. Okay. Sure. Yeah, I mean it, uh, Dave, it really stemmed from both companies realizing a combined offering would be highly valuable to and impactful for customers. In reality, we started collaborating in Amazon and NetApp on the service probably about two years ago. And we really had a joint vision that we wanted to provide AWS customers with the full power of ONTAP. The complete ONTAP with every capability and with ONTAP's full performance, but fully managed an offer as a full-blown AWS native service. So what that would mean is that customers get all of ONTAP's benefits along with the simplicity and the agility, the scalability, the security, and the reliability of an AWS service. >> Great. Thank you. So Anthony, I have watched NetApp reinvent itself started in workstations, saw you go into the enterprise, I saw you lean into virtualization, you told me at least two years, it might've been three years ago, Dave, we are going all in on the cloud. We're going to lead this next, next chapter. And so, I want you to bring in your perspective. You're re-inventing NetApp yet again, you know, what are your thoughts? >> Well, you know, NetApp and AWS have had a very long relationship. I think it probably dates now about nine years. And what we really wanted to do in NetApp was give the most important constituent of all an experience that helped them progress their business. So ONTAP, you know, the industry's leading shared storage platform, we wanted to make sure that in AWS, it was as good as it was on premise. We love the idea of giving customers this wonderful concept of symmetry. You know, ONTAP runs the biggest applications in the largest enterprises on the planet. And we wanted to give not just those customers an opportunity to embrace the Amazon cloud, but we wanted to also extend the capabilities of ONTAP through FSX to a new customer audience. Maybe those smaller companies that didn't really purchase on premise infrastructure, people that were born in the cloud. And of course, this gives us a great opportunity to present a fully managed ONTAP within the FSX platform, to a lot of non NetApp customers, to our competitors customers, Dave, that frankly, haven't done the same as we've done. And I think we are the benefactors of it, and we're in turn passing that innovation, that, that transformation onto the, to the customers and the partners. >> You know, one is the, the key aspect here is that it's a managed service. I don't think that could be, you know, overstated. And the other is that the cloud nativeness of this Anthony, you mentioned here, our marketplace is great, but this is some serious engineering going on here. So Ed maybe, maybe start with the perspective of a managed service. I mean, what does that mean? The whole ball of wax? >> Yeah. I mean, what it means to a customer is they go into the AWS console or they go to the AWS SDK or the, the AWS CLI and they are easily able to provision a resource provision, a file system, and it automatically will get built for them. And if there's nothing that they need to do at that point, they get an endpoint that they have access to the file system from and that's it. We handle patching, we handle all of the provisioning, we handle any hardware replacements that might need to happen along the way. Everything is fully managed. So the customer really can focus not on managing their file system, but on doing all of the other things that they, that they want to do and that they need to do. >> So. So Anthony, in a way you're disrupting yourself, which is kind of what you told me a couple of years ago. You're not afraid to do that because if we don't do it, somebody else is going to do it because you're, you're used to the old days, you're selling a box and you say, we'll see you next time, you know, three or four years. So from, from your customer's standpoint, what's their reaction to this notion of a managed service and what does it mean to NetApp? >> Well, so I think the most important thing it does is it gives them investment protection. The wonderful thing about what we've built with Amazon in the FSX profile is it's a complete ONTAP. And so one ONTAP cluster on premise can immediately see and connect to an ONTAP environment under FSX. We can then establish various different connectivities. We can use snap mirror technologies for disaster recovery. We can use efficient data transfer for things like dev test and backup. Of course, the wonderful thing that we've done, that we've gone beyond, above and beyond, what anybody else has done is we want to make sure that the actual primary application itself, one that was sort of built using NAS built in an on-premise environment an SAP and Oracle, et cetera, as Ed said, that we can move those over and have the confidence to run the application with no changes on an Amazon environment. So, so what we've really done, I think for customers, the NetApp customers, the non NetApp customers, is we've given them an enterprise grade shared storage platform that's as good in an Amazon cloud as it was in an on-premise data center. And that's something that's very unique to us. >> Can we talk a little bit more about those, those use cases? You know, both, both of you. What are you seeing as some of the more interesting ones that you can share? Ed, maybe you can start. >> Yeah, happy to. The customer discussions that we've, we've been in have really highlighted four cases, four use cases the customers are telling us they'll use a service for. So maybe I'll cover two and maybe Anthony can cover the other two. So, the first is application migrations. And customers are increasingly looking to move their applications to AWS. And a lot of those are applications work with file storage today. And so we're talking about applications like SAP. We're talking about relational databases like SQL server and Oracle. We're talking about vertical applications like Epic and the healthcare space. As another example, lots of media entertainment, rendering, and transcoding, and visual effects workload. workflows require Windows, Linux, and Mac iOS access to the same set of data. And what application administrators really want is they want the easy button. They want fully featured file storage that has the same capabilities, the same performance that their applications are used to. Has extremely high availability and durability, and it can easily enable them to meet compliance and security needs with a robust set of data protection and security capabilities. And I'll give you an example, Accenture, for example, has told us that a key obstacle their clients face when migrating to the cloud is potentially re-architecting their applications to adopt new technologies. And they expect that Amazon FSX for NetApp ONTAP will significantly accelerate their customers migrations to the cloud. Then a second one is storage migrations. So storage admins are increasingly looking to extend their on-premise storage to the cloud. And why they want to do that is they want to be more agile and they want to be responsive to growing data sets and growing workload needs. They want to last to capacity. They want the ability to spin up and spin down. They want easy disaster recovery across geographically isolated regions. They want the ability to change performance levels at any time. So all of this goodness that they get from the cloud is what they want. And more and more of them also are looking to make their company's data accessible to cloud services for analytics and processing. So services like ECS and EKS and workspaces and App Stream and VMware cloud and SageMaker and orchestration services like parallel cluster and AWS batch. But at the same time, they want all these cloud benefits, but at the same time, they have established data management workflows, and they build processes and they've built automation, leveraging APIs and capabilities of on-prem NAS appliances. It's really tough for them to just start from scratch with that stuff. So this offering provides them the best of both worlds. They get the benefits of the cloud with the NAS data management capabilities that they're used to. >> Right. >> Ed: So Anthony, maybe, do you want to talk about the other two? >> Well, so, you know, first and foremost, you heard from Ed earlier on the, the, the FSX sort of construct and how successful it's been. And one of the real reasons it's been so successful is, it takes advantage of all of the latest storage technologies, compute technologies, networking technologies. What's great is all of that's hidden from the user. What FSX does is it delivers a service. And what that means for an ONTAP customer is you're going to have ONTAP with an SLA and an SLM. You're going to have hundreds of thousands of IOPS available to you and sub-millisecond latencies. What's also really important is the design for FSX and app ONTAP was really to provide consistency on the NetApp API and to provide full access to ONTAP from the Amazon console, the Amazon SDK, or the Amazon CLI. So in this case, you've got this wonderful benefit of all of the, sort of the 29 years of innovation of NetApp combined with all the innovation AWS, all presented consistently to a customer. What Ed said, which I'm particularly excited about, is customers will see this just as they see any other AWS service. So if they want to use ONTAP in combination with some incremental compute resources, maybe with their own encryption keys, maybe with directory services, they may want to use it with other services like SageMaker. All of those things are immediately exposed to Amazon FSX for the app ONTAP. We do some really intelligent things just in the storage layer. So, for example, we do intelligent tiering. So the customer is constantly getting the, sort of the best TCO. So what that means is we're using Amazon's S3 storage as a tiered service, so that we can back off code data off of the primary file system to give the customer the optimal capacity, the optimal throughput, while maintaining the integrity of the file system. It's the same with backup. It's the same with disaster recovery, whether we're operating in a hybrid AWS cloud, or we're operating in an AWS region or across regions. >> Well, thank you. I think this, this announcement is a big deal for a number of reasons. First of all, it's the largest market. Like you said, you're the gold standard. I'll give you that, Anthony, because you guys earned it. And so it's a large market, but you always had to make previously, you have to make trade-offs. Either I could do file in the cloud, but I didn't get the rich functionality that, you know, NetApp's mature stack brings, or, you know, you could have wrapped your stack in Kubernete's container and thrown it into the cloud and hosted it there. But now that it's a managed service and presumably you're underneath, you're taking advantage. As I say, my inference is there's some serious engineering going on here. You're taking advantage of some of the cloud native capabilities. Yeah, maybe it's the different, you know, ECE two types, but also being able to bring in, we're, we're entering a new data era with machine intelligence and other capabilities that we really didn't have access to last decade. So I want to, I want to close with, you know, give you guys the last word. Maybe each of you could give me your thoughts on how you see this partnership of, for the, in the future. Particularly from a customer standpoint. Ed, maybe you could start. And then Anthony, you can bring us home. >> Yeah, well, Anthony and I and our teams have gotten to know each other really well in, in ideating around what this experience will be and then building the product. And, and we have this, this common vision that it is something that's going to really move the needle for customers. Providing the full ONTAP experience with the power of a, of a native AWS service. So we're really excited. We're, we're in this for the long haul together. We have, we've partnered on everything from engineering, to product management, to support. Like the, the full thing. This is a co-owned effort, a joint effort backed by both companies. And we have, I think a pretty remarkable product on day one, one that I think is going to delight customers. And we have a really rich roadmap that we're going to be building together over, over the years. So I'm excited about getting this in customer's hands. >> Great, thank you. Anthony, bring us home. >> Well, you know, it's one of those sorts of rare chances where you get to do something with Amazon that no one's ever done. You know, we're sort of sitting on the inside, we are a peer of theirs, and we're able to develop at very high speeds in combination with them to release continuously to the customer base. So what you're going to see here is rapid innovation. You're going to see a whole host of new services. Services that NetApp develops, services that Amazon develops. And then the whole ecosystem is going to have access to this, whether they're historically built on the NetApp APIs or increasingly built on the AWS APIs. I think you're going to see orchestrations. I think you're going to see the capabilities expand the overall opportunity for AWS to bring enterprise applications over. For me personally, Dave, you know, I've demonstrated yet again to the NetApp customer base, how much we care about them and their future. Selfishly, you know, I'm looking forward to telling the story to my competitors, customer base, because they haven't done it. So, you know, I think we've been bold. I think we've been committed as you said, three and a half years ago, I promised you that we were going to do everything we possibly could. You know, people always say, you know, what's, what's the real benefit of this. And at the end of the day, customers and partners will be the real winners. This, this innovation, this sort of, as a service I think is going to expand our market, allow our customers to do more with Amazon than they could before. It's one of those rare cases, Dave, where I think one plus one equals about seven, really. >> I love the vision and excited to see the execution Ed and Anthony, thanks so much for coming back in the Cube. Congratulations on getting to this point and good luck. >> Anthony and Ed: Thank you. >> All right. And thank you for watching everybody. This is Dave Vellante for the Cube's continuous coverage of AWS storage day. Keep it right there. (upbeat music)

>>Welcome back to HPD discovered 2021. The virtual edition. My name is Dave Volonte and you're watching the cubes continuous coverage of H. P. S. Big customer event. Patrick Moorehead is here of moor insights and strategy is the number one analyst in the research analyst. Business. Patrick. Always a pleasure. Great to see you, >>David. Great to see you too. And I know you're you're up there fighting for that number one spot to. It's great to see you and it's great to see you in the meetings that were in. But it's even more fun to be here on the cube. I love to be on the cube and every once in a while you'll even call me a friend of the cube, >>unquestionably my friend and so and I can't wait second half. I mean you're traveling right now. We're headed to Barcelona to mobile World Congress later on this month. So so we're gonna we're gonna see each other face to face this year. 100%. So looking forward to that. So you know, let's get into it. Um you know, before we get into H. P. E. Let's talk a little bit about what you're seeing in the market. We've got, you know, we we finally, it feels like the on prem guys are finally getting their cloud act together. Um it's maybe taken a while, but we're seeing as a service models emerge. I think it's resonating with customers. The clearly not everything is moving to the cloud. There's this hybrid model emerging. Multi cloud is real despite what, you know, >>some some >>cloud players want to say. And then there's this edges like jump ball, what are you seeing in the marketplace? >>Yeah. Davis, as exciting as ever in. Just to put in perspective, I mean the public cloud has been around for about 10 years and still only 20% around 20% of the data in 20% of the applications are there now will be a very important ones and I'm certainly not a public cloud denier, I never have been, but there are some missing pieces that need to come together. And you know, even five years ago we were debating dave the hybrid cloud. And I feel like when amazon brought out outposts, the conversation was over right now, what you have is cloud native folks building out hybrid and on prem capabilities, you have a classic on, on prem folks building out hybrid and as a service capabilities. And I really think it boils down 22 things. I mean it's, it's wanting to have more flexibility and you know, I hate to use it because it sounds like a marketing word, but agility, the ability to spin up things and spin down things in a very, a quick way. And uh you know what they've learned, The veterans also know, hey, let's do this in a way that doesn't lock us in too much into a certain vendor. And I've been around for a long time. David and I'm a realist too. Well, you have to lock yourself into something. Uh it just depends on what do you want to lock yourself into, but super exciting and what H. P. E. You know, when they further acts in the sea with Green Lake, I think it was four years ago, uh I think really started to stir the pot. >>You know, you mentioned the term cloud denial, but you know, and I feel like the narrative from, I like to determine as I think you should use the term veteran. You know, it's very, they're ours is the only industry patrick where legacy is a pejorative, but so, but the point I want to make is I feel like there's been a lot of sort of fear from the veteran players, but, but I look at it differently, I wonder what your take is. I, I think, I think I calculated that the Capex spending by the big four public clouds including Alibaba last year was $100 billion. That's like a gift to the world. Here we're gonna spend $100 billion like the internet. Here you go build. And so I, and I feel like companies like HP are finally saying, yeah, we're gonna build, we're gonna build a layer and we're gonna hide the complexity and we're gonna add value on top. What do you think about that? >>Yeah. So I think it's now, I wish, I wish the on prem folks like HP, you would have done it 10 years ago, but I don't think anybody expected the cloud to be as big as it's become over the last 10 years. I think we saw companies like salesforce with sas taking off, but I think it is the right direction because there are advantages to having workloads on prem and if you add an as a service capability on top of the top of that, and let's say even do a Coehlo or a managed service, it's pretty close to being similar to the public cloud with the exception, that you can't necessarily swipe a credit card for a bespoke workload if you're a developer and it is a little harder to scale out. But that is the next step in the equation day, which is having, having these folks make capital expenditures, make them in a Polo facility and then put a layer to swipe a credit card and you literally have the public cloud. >>Yeah. So that's, that's a great point. And that's where it's headed, isn't it? Um, so let's, let's talk about the horses on the track. Hp as you mentioned, I didn't realize it was four years ago. I thought it was, wow, That's amazing. So everybody's followed suit. You see, Dallas announced, Cisco has announced, uh, Lenovo was announced, I think IBM as well. So we, so everybody's sort of following suit there. The reality is, is it's taken some time to get this stuff standardized. What are you seeing from, from HP? They've made some additional announcements, discover what's your take on all this. >>Yeah. So HPD was definitely the rabbit here and they were first in the market. It was good to see. First off some of their, Um, announcements on, on how it's going and they talked about $428 billion 1200 customers over 900 partners and 95% retention. And I think that's important. Anybody who's in the lead and remember what aws I used to do with the slide with the amount of customers would just get bigger and bigger and bigger and that's a good way to show momentum. I like the retention part two which is 95%. And I think that that says a lot uh probably the more important announcements that they made is they talked about the G. A. Of some of their solutions on Green Lake and whether it is A. S. A. P. Hana. Ml apps HPC with Francis, VD. I was Citrus and video but they also brought more of what I would call a vertical layer and I'm sure you've seen the vertical ization of all of these cloud and as a service workloads. But what they're doing with Epic, with EMR and looseness, with financial payments and Splunk and intel with data and risk analysis and finally, a full stack for telco five G. One of the biggest secrets and I covered this about five years ago is HPV actually has a full stack that Western european carriers use and they're now extending that to five G. And um, so more horizontal, uh, and, and more vertical. That was the one of the big swipes, uh, that I saw that there was a second though, but maybe we can talk about these. >>Yeah. Okay. Okay. So, so the other piece of that of course is standardization right there there because there was a, there was a, there was a lot of customization leading up to this and everybody sort of, everybody always had some kind of financial game they can play and say, hey, there's an adversary as a service model, but this is definitely more of a standardized scalable move that H P E. Is making with what they call Lighthouse. Right? >>Yeah, that's exactly right. And I've talked to some Green Lake customers and they obviously gave it kudos or they wouldn't have HP wouldn't have served them up and they wouldn't have been buying it. But they did say, um, it took, it took a while, took some paperwork to get it going. It's not 100% of push button, but that's partially because hp allows you to customize the hardware. You want a one off network adapter. Hp says yes, right. You want to integrate a different type of storage? They said yes. But with Green Lake Lighthouse, it's more of a, what you see is what you get, which by the way, is very much like the public cloud or you go to a public cloud product sheet or order sheet. You're picking from a list and you really don't know everything that's underneath the covers, aside from, let's say, the speed of the network, the type of the storage and the amount of the storage you get. You do get to pick between, let's say, an intel processor, Graviton two or an M. D processor. You get to pick your own GPU. But that's pretty much it. And HP Lighthouse, sorry, Green Lake Lighthouse uh is bringing, I think a simplification to Green Lake that it needs to truly scale beyond, let's say the White House customers that HP Yeah, >>Well done. So, you know, and I hear your point about we're 10 years in plus. And to me this is like a mandate. I mean, this is okay, good, good job guys about time. But if I had a, you know, sort of look at the big player, it's like we have an oligopoly here in this, in this business. It's HP, Cisco, you got Dell Lenovo, you've got, you know, IBM, they're all doing this and they all have a different little difference, you know, waste of skin of catch. And your point about simplicity, it seems like HP HP is all in antony's like, okay, here's what we're going to announce that, you know, a while ago. So, and they seem to have done a good job with Wall Street and they got a simple model, you know, Dell is obviously bigger portfolio, much more complicated. IBM is even more complicated than that. I don't know so much about Lenovo and in Cisco of course, has acquired a ton of SAAS companies and sort of they've got a lot of bespoke products that they're trying to put together. So they've got, but they do have SAS models. So each of them is coming at it from a different perspective. How do you think? And so and the other point we got lighthouse, which is sort of Phase one, get product market fit. Phase two now is scale, codify standardized and then phase three is the moat build your unique advantage that protects your business. What do you see as HP ES sort of unique value proposition and moat that they can build longer term. >>That's a great, great question. And let me rattle off kind of what I'm seeing that some of these players here, So Cisco, ironically has sells the most software of any of those players that you mentioned, uh with the exception of IBM um and yeah, C I >>CSDB two. Yeah, >>yeah, they're the they're the number two security player, uh Microsoft, number one, So and I think the evaluation on the street uh indicate that shows that I feel like Dell tech is a very broad play because not only do they have servers, storage, networking insecurity, but they also have Pcs and devices. So it's a it's a scale and end play with a focus on VM ware solutions, not exclusively of course. Uh And um then you've got Lenovo who is just getting into the as a service game and are gosh, they're doing great in hyper scale, they've got scale there vertically integrated. I don't know if if too many people talk about that, but Lenovo does a lot of their own manufacturing and they actually manufacture Netapp storage solutions as well. So yeah, each of these folks brings a different game to the table. I think with h P e, what you're bringing the table is nimble. When HP and HP split, the number one thing that I said was that ah, h P E is going to have to be so much faster than it offsets the scale that Dell technology has and the HBs credit, although there, I don't think we're getting credit for this in the stock market yet. Um and I know you and I are both industry folks, not financial folks, but I think their biggest thing is speed and the ability to move faster. And that is what I've seen as it relates to the moat, which is a unique uh competitive advantage. Quite frankly, I'm still looking for that day uh in in in what that is. And I think in this industry it's nearly impossible. And I would posit that that any, even the cloud folks, if you say, is there something that AWS can do that as your can't if it put it put its mind to it or G C P. I don't think so. I think it's more of a kind of land and expand and I think for H P E. When it comes to high performance computing and I'm not just talking about government installations, I'm talking about product development, drug development. I think that is a landing place where H P. E already does pretty well can come in and expand its footprint. >>You know, that's really interesting um, observations. So, and I would agree with you. It's kind of like, this is a copycat industry. It's like the west coast offense like the NFL, >>so, >>so the moat comes from, you know, brand execution and your other point about when HP and HP split, that was a game changer because all of a sudden you saw companies like them, you always had a long term relationship with H P E, but or HP, but then they came out of the woodworks and started to explode. And so it really opened up opportunities. So it really is a execution, isn't it? But go ahead please. >>Dave if I had to pick something that I think HP HPV needs to always be ahead in as a service and listen you and I both know announcements don't mean delivery, but there is correlation between if you start four years ahead of somebody that other company is going to have to put just, I mean they're going to have to turn that ship and many of its competitors really big ships to be able to get there. So I think what Antonio needs to do is run like hell, right? Because it, it I think it is in the lead and as a service holistically doesn't mean they're going to be there forever, but they have to stay ahead. They have to add more horizontal solutions. They have to add more vertical solutions. And I believe that at some point it does need to invest in some Capex at somebody like Anna Quinn X play credit card swiper on top of that. And Dave, you have the public, you have the public cloud, you don't have all the availability zones, but you have a public cloud. >>Yeah, that's going to happen. I think you're right on. So we see this notion of cloud expanding. It's no longer just remote set of services. Somewhere out in the cloud. It's like you said, outpost was the sort of signal. Okay, We're coming on prem. Clearly the on prem uh, guys are connecting to the cloud. Multi cloud exists, we know this and then there's the edge but but but that brings me to that sort of vision and everybody's laying out of this this this seamless integration hiding the complexity log into my cloud and then life will be good. But the edge is different. Right? It's not just, you know, retail store or a race track. I mean there's the far edge, there's the Tesla car, there's gonna be compute everywhere and that sort of ties into the data. The data flows, you know the real time influencing at the edge ai new semiconductor models. You you came out of the semiconductor industry, you know it inside and out arm is exploding, dominating in the edge with apple and amazon Alexa and things like that. That's really where the action is. So this is a really interesting cocktail and soup that we have going on. How do >>you say? Well, you know, Dave if the data most data, I think one thing most everybody agrees on is that most of the data will be created on the edge, whether that's a moving edge a car, a smartphone or what I call an edge data center without tile flooring. Like that server that's bolted to the wall of Mcdonald's. When you drive through, you can see it versus the walmart. Every walmart has a raised tile floor. It's the edge to economically and performance wise, it doesn't make any sense to send all that data to the mother ships. Okay. And whether that's unproven data center or the giant public cloud, more efficient way is to do the compute at the closest way possible. But what it does, it does bring up challenges. The first challenge is security. If I wanted to, I could walk in and I could take that server off the Mcdonald's or the Shell gas station wall. So I can't do that in a big data center. Okay, so security, physical security is a challenge. The second is you don't have the people to go in there and fix stuff that are qualified. If you have a networking problem that goes wrong in Mcdonald's, there's nobody there that can help uh they can they can help you fix that. So this notion of autonomy and management and not keeping hyper critical data sitting out there and it becomes it becomes a security issue becomes a management issue. Let me talk about the benefits though. The benefits are lower latency. You want you want answers more quickly when that car is driving down the road And it has a 5GV 2 x communication cameras can't see around corners. But that car communicating ahead, that ran into the stop sign can, through Vita X talked to the car behind it and say, hey, something is going on there, you can't go to, you can't go to the big data center in the sky, let's make that happen, that is to be in near real time and that computer has to happen on the edge. So I think this is a tremendous opportunity and ironically the classic on prem guys, they own this, they own this space aside from smartphones of course, but if you look at compute on a light pole, companies like Intel have built complete architecture is to do that, putting compute into five G base stations, heck, I just, there was an announcement this week of google cloud and its gaming solution putting compute in a carrier edge to give lower latency to deliver a better experience. >>Yeah, so there, of course there is no one edge, it's highly fragmented, but I'm interested in your thoughts on kinda whose stack actually can play at the edge. And I've been sort of poking uh H P E about this. And the one thing that comes back consistently is Aruba, we we could take a room but not only to the, to the near edge, but to the far edge. And and that, do you see that as a competitive advantage? >>Oh gosh, yes. I mean, I would say the best acquisition That hp has made in 10 years has been aruba, it's fantastic and they also managed it in the right way. I mean it was part of HB but it was, it was managed a lot more loosely then, you know, a company that might get sucked into the board and I think that paid off tremendously. They're giving Cisco on the edge a absolute run for their money, their first with new technologies, but it's about the solution. What I love about what a ruble looks at is it's looking at entertainment solutions inside of a stadium, a information solution inside of an airport as opposed to just pushing the technology forward. And then when you integrate compute with with with Aruba, I think that's where the real magic happens. Most of the data on a permanent basis is actually video data. And a lot of it's for security, uh for surveillance. And quite frankly, people taking videos off, they're off their smartphones and downloaded video. I I just interviewed the chief network officer of T mobile and their number one bit of data is video, video uploaded, video download. But that's where the magic happens when you put that connectivity and the compute together and you can manage it in a, in an orderly and secure fashion. >>Well, I have you we have a ton of time here, but I I don't pick your brain about intel the future of intel. I know you've been following it quite closely, you always have Intel's fighting a forefront war, you got there battling a. M. D. There, battling your arm slash and video. They're they're taking on TSMC now and in foundry and, and I'll add china for the looming threat there. So what's your prognosis for for intel? >>Yeah, I liked bob the previous Ceo and I think he was doing a lot of of the right things, but I really think that customers and investors and even their ecosystem wanted somebody leading the company with a high degree of technical aptitude and Pat coming, I mean, Pat had a great job at VM or, I mean he had a great run there and I think it is a very positive move. I've never seen the energy at Intel. Probably in the last 10 years that I've seen today. I actually got a chance to talk with Pat. I visited Pat uhh last month and and talk to him about pretty much everything and where he wanted to take the company the way you looked at technology, what was important, what's not important. But I think first off in the world of semiconductors, there are no quick fixes. Okay. Intel has a another two years Before we see what the results are. And I think 2023 for them is gonna be a huge year. But even with all this competition though, Dave they still have close to 85% market share in servers and revenue share for client computing around 90%. Okay. So and they built out there networking business, they build out a storage business um with obtain they have the leading Aid as provider with Mobileye. And and listen I was I was one of Intel's biggest, I was into one of Intel's biggest, I was Intel's biggest customer when I was a compact. I was their biggest competitor at A. M. B. So um I'm not obviously not overly pushing or there's just got to wait and see. They're doing the right things. They have the right strategy. They need to execute. One of the most important things That Intel did is extend their alliance with TSMC. So in 2023 we're going to see Intel compute units these tiles they integrate into the larger chips called S. O. C. S. B. Manufactured by TSMC. Not exclusively, but we could see that. So literally we could have AMG three nanometer on TSMC CPU blocks, competing with intel chips with TSMC three nanometer CPU blocks and it's on with regard to video. I mean in video is one of these companies that just keeps going charging, charging hard and I'm actually meeting with Jensen wang this week and Arm Ceo Simon Segers to talk about this opportunity and that's a company that keeps on moving interestingly enough in video. If the Arm deal does go through will be the largest chip license, see CPU licensee and have the largest CPU footprint on on the planet. So here we have A and D. Who's CPU and Gpu and buying an F. P. G. A company called Xilinx, you have Intel, Cpus, Gpus machine learning accelerators and F. P. G. S and then you've got arms slashing video bit with everything as well. We have three massive ecosystems. They're gonna be colliding here and I think it's gonna be great for competition date. Competition is great. You know, when there's not competition in Cpus and Gpus, we know what happens, right. Uh, the B just does not go on and we start to stagnate. And I did, I do feel like the industry on CPU started to stagnate when intel had no competition. So bring it on. This is gonna be great for for enterprises then customers to, and then, oh, by the way, the custom Chip providers, WS has created no less than 15 custom semiconductors started with networking uh, and, and nitro and building out an edge that surrounded the general compute and then it moved to Inferential to for inference trainee um, is about to come out for training Graviton and gravitas to for general purpose CPU and then you've got Apple. So innovation is huge and you know, I love to always make fun of the software is eating the world. I always say yeah but has to run on something. And so I think the combination of semiconductors, software and cloud is just really a magical combination. >>Real quick handicap the video arm acquisition. What what are the odds that that they will be successful? They say it's on track. You've got to 2 to 13 to 1 10 to 1. >>I say 75%. Yes 25%. No China is always the has been the odd odd man out for the last three years. They scuttled the qualcomm NXP deal. You just don't know what china is going to do. I think the Eu with some conditions is gonna let this fly. I think the U. S. Is absolutely going to let this fly. And even though the I. P. Will still stay over in the UK, I think the U. S. Wants to see, wants to see this happen. Japan and Korea. I think we'll allow this china is the odd man out. >>In a word, the future of H. P. E. Is blank >>as a service >>patrick Moorehead. Always a pleasure my friend. Great to see you. Thanks so much for coming back in the cube. >>Yeah, Thanks for having me on. I appreciate that. >>Everybody stay tuned for more great coverage from HP discover 21 this is day Volonte for the cube. The leader and enterprise tech coverage. We'll be right back. >>Mm.

>>Welcome back to HPD discovered 2021. The virtual edition. My name is Dave Volonte and you're watching the cubes continuous coverage of H. P. S. Big customer event. Patrick Moorehead is here of moor insights and strategy is the number one analyst in the research analyst. Business. Patrick. Always a pleasure. Great to see you, >>David. Great to see you too. And I know you're you're up there fighting for that number one spot to. It's great to see you and it's great to see you in the meetings that were in. But it's even more fun to be here on the cube. I love to be on the cube and every once in a while you'll even call me a friend of the cube, >>unquestionably my friend and so and I can't wait second half. I mean you're traveling right now. We're headed to Barcelona to mobile World Congress later on this month. So so we're gonna we're gonna see each other face to face this year. 100%. So looking forward to that. So, you know, let's get into it. Um you know, before we get into H. P. E. Let's talk a little bit about what you're seeing in the market. We've got, you know, we we we finally, it feels like the on prem guys are finally getting their cloud act together. Um, it's maybe taken a while, but we're seeing as a service models emerge. I think it's resonating with customers. The clearly not everything is moving to the cloud. There's this hybrid model emerging. Multi cloud is real despite what, you know, >>some some >>cloud players want to say. And then there's this edges like jump ball, what are you seeing in the marketplace? >>Yeah. Davis, as exciting as ever in. Just to put in perspective, I mean, the public cloud has been around for about 10 years and still only 20%. Around 20% of the data in 20% of the applications are there now, albeit very important ones. And I'm certainly not a public cloud denier, I never have been, but there are some missing pieces that need to come together. And you know, even five years ago we were debating dave the hybrid cloud and I feel like when Amazon brought out outposts, the conversation was over right now, what you have is cloud native folks building out hybrid and on prem capabilities, you have the classic on prem folks building out hybrid and as a service capabilities. And I really think it boils down 22 things. I mean it's wanting to have more flexibility and you know, I hate to use it because it sounds like a marketing word, but agility, the ability to spin up things and spin down things in a very quick way. And uh, you know what they've learned. The veterans also know, hey, let's do this in a way that doesn't lock us in too much into a certain vendor. And I've been around for a long time. David and I'm a realist too. Well, you have to lock yourself into something. It just depends on what do you want to lock yourself into, but super exciting. And what H. P. E. When they threw the acts in the sea with Green Lake, I think it was four years ago, I think really started to stir the pot. >>You know, you mentioned the term cloud denial, but you know, and I feel like the narrative from, I like to determine is I think you should use the term veteran. You know, it's very, they're ours is the only industry patrick where legacy is a pejorative, but but but so but the point I want to make is I feel like there's been a lot of sort of fear from the veteran players, but I look at it differently. I wonder what you're taking. I think, I think, I think I calculated that the Capex spending by the big four public clouds including Alibaba last year was $100 billion. That's like a gift to the world. Here, we're going to spend $100 billion like the internet here you go build. And and so I, and I feel like companies like HP are finally saying, yeah, we're gonna build, we're gonna build a layer and we're gonna hide the complexity and we're gonna add value on top. What do you think about that? >>Yeah. So I think it's now, I wish, I wish the on prem folks like HP, you would have done it 10 years ago, but I don't think anybody expected the cloud to be as big as it's become over the last 10 years. I think we saw companies like salesforce with sas taking off, but I think it is the right direction because there are advantages to having workloads on prem and if you add an as a service capability on top of the top of that, and let's say even do a Coehlo or a managed service, it's pretty close to being similar to the public cloud with the exception, that you can't necessarily swipe a credit card for a bespoke workload if you're a developer and it is a little harder to scale out. But that is the next step in the equation day, which is having, having these folks make capital expenditures, make them in a polo facility and then put a layer to swipe a credit card and you literally have the public cloud. >>Yeah. So that's, that's a great point and that's where it's headed, isn't it? Um, so let's, let's talk about the horses on the track. Hp. As you mentioned, I didn't realize it was four years ago. I thought it was, wow, That's amazing. So everybody's followed suit. You see, Dallas announced, Cisco has announced, uh, Lenovo was announced, I think IBM as well. So we, so everybody started following suit there. The reality is, is it's taken some time to get this stuff standardized. What are you seeing from, from HP? They've made some additional announcements, discover what's your take on all this. >>Yeah. So HPD was definitely the rabbit here and they were first in the market. It was good to see, first off some of their, Um, announcements on, on how it's going. And they talked about 4, $28 billion 1200 customers over 900 partners and 95% retention. And I think that's important anybody who's in the lead and remember what Aws used to do with the slide with the amount of customers would just get bigger and bigger and bigger and that's a good way to show momentum. I like the retention part two which is 95%. And I think that that says a lot uh probably the more important announcements that they made is they talked about the G. A. Of some of their solutions on Green Lake and whether it was S. A. P. Hana Ml apps HPC with Francis V. I was Citrus in video but they also brought more of what I would call a vertical layer and I'm sure you've seen the vertical ization of all of these cloud and as a service workloads. But what they're doing with Epic with EMR and looseness, with financial payments and Splunk and intel with data and risk analysis and finally, a full stack for telco five G. One of the biggest secrets and I covered this about five years ago is HPV actually has a full stack that western european carriers use and they're now extending that to five G. And um, so more horizontal uh and and more vertical. That was the one of the big swipes uh that I saw that there was a second though, but maybe we can talk about these. >>Yeah. Okay, Okay. So, so the other piece of that of course is standardization right there there because there was a, there was, there was a lot of customization leading up to this and everybody sort of, everybody always had some kind of financial game they can play and say, hey, there's an adversary as a service model, but this is definitely more of a standardized scalable move that H P E. Is making with what they call Lighthouse, Right? >>Yeah, that's exactly right. And I've talked to some Green Lake customers and they obviously gave it kudos or they wouldn't have HP wouldn't have served them up and they wouldn't have been buying it. But they did say, um, it took, it took a while, took some paperwork to get it going. It's not 100% of push button, but that's partially because hp allows you to customize the hardware. You want a one off network adapter. Hp says yes, right. You want to integrate a different type of storage? They said yes. But with Green Lake Lighthouse, it's more of a, what you see is what you get, which by the way is very much like the public cloud or you go to a public cloud product sheet or order sheet. You're picking from a list and you really don't know everything that's underneath the covers, aside from, let's say the speed of the network, the type of the storage and the amount of the storage you get. You do get to pick between, let's say, an intel processor, Graviton two or an M. D processor. You get to pick your own GPU. But that's pretty much it. And HP Lighthouse, sorry, Green Lake Lighthouse uh, is bringing, I think a simplification to Green Lake that it needs to truly scale beyond, let's say, the white house customers at HP. Yeah, >>Well done. So, you know, and I hear your point about 10 years in, you know, plus and to me this is like a mandate. I mean, this is okay. Good, good job guys about time. But if I had a, you know, sort of look at the big players, like, can we have an oligopoly here in this, in this business? It's HP, Cisco, you got Dell Lenovo, you've got, you know, IBM, they're all doing this and they all have a different little difference, you know, waste of skin of catch. And your point about simplicity, it seems like HP HP is all in Antonio's like, okay, here's what we're going to announce that, you know, while ago, so, and they seem to have done a good job with Wall Street and they get a simple model, you know, Dell's obviously bigger portfolio, much more complicated. IBM is even more complicated than that. I don't know so much about Lenovo and in Cisco of course, has acquired a ton of SAAS companies and sort of they've got a lot of bespoke products that they're trying to put together, so they've got, but they do have SAS models. So each of them is coming at it from a different perspective. How do you think? And so and the other point we got lighthouse, which is sort of Phase one, get product market fit. Phase two now is scale codify standardized and then phase three is the moat build your unique advantage that protects your business. What do you see as HP? Es sort of unique value proposition and moat that they can build longer term. >>That's a great, great question. And let me rattle off kind of what I'm seeing that some of these these players here. So Cisco, ironically, has sells the most software of any of those players that you mentioned, uh with the exception of IBM. Um, and yeah, C >>ICSDB two. Yeah, >>yeah, they're the they're the number two security player, uh, Microsoft, number one. So and I think the evaluation on the street uh indicate that shows that I feel like uh Deltek is a is a very broad play because not only do they have servers, storage, networking and security, but they also have Pcs and devices, so it's a it's a scale and end play with a focus on VM ware solutions, not exclusively, of course. Uh And um then you've got Lenovo who is just getting into the as a service game and are gosh, they're doing great in hyper scale, they've got scale there vertically integrated. I don't know if if too many people talk about that, but Lenovo does a lot of their own manufacturing and they actually manufacture Netapp storage solutions as well. So yeah, each of these folks brings a different game to the table, I think with h P E, what your bring to the table is nimble. When HP and HP split, the number one thing that I said was that uh huh H P E is going to have to be so much faster than it offsets the scale that Dell technology has and the HBs credit, although there, I don't think we're getting credit for this in the stock market yet. Um, and I know you and I are both industry folks, not financial folks, but I think their biggest thing is speed and the ability to move faster and that is what I've seen as it relates to the moat, which is a unique uh, competitive advantage. Quite frankly, I'm still looking for that day in, in, in what that is and I think in this industry it's nearly impossible and I would posit that that any, even the cloud folks, if you say, is there something that AWS can do that Azure can't, if it put it put its mind to it or G C P. I don't think so. I think it's more of a kind of land and expand and I think for H P E, when it comes to high performance computing and I'm not just talking about government installations, I'm talking about product development, drug development, I think that is a landing place where H P E already does pretty well can come in and expand its footprint, >>you know, that's really interesting um, observations. So, and I would agree with you, it's kind of like, this is a copycat industry, it's like the west coast offense, like the NFL >>and >>so, so the moat comes from, you know, brand execution and your other point about when HP and HP split, that was a game changer, because all of a sudden you saw companies like them, you always had a long term relationship with H P E but or HP, but then they came out of the woodworks and started to explode. And so it really opened up opportunities. So it really >>is an execution, >>isn't it? But go ahead, please >>Dave if I had to pick something that I think HP HPV needs to always be ahead and as a service and listen, you know, I both know announcements don't mean delivery, but there is correlation between if you start four years ahead of somebody that other company is going to have to put just, I mean they're gonna have to turn that ship and many of its competitors really big ships to be able to get there. So I think what Antonio needs to do is run like hell, right, Because it, it, I think it is in the lead and as a service holistically doesn't mean they're going to be there forever, but they have to stay ahead. They have to add more horizontal solutions. They have to add more vertical solutions. And I believe that at some point it does need to invest in some Capex at somebody like ANna Quinn x play credit card swiper on top of that. And Dave, you have the public, you have the public cloud, you don't have all the availability zones, but you have a public cloud. >>Yeah, that's going to happen. I think you're right on. So we see this notion of cloud expanding. It's no longer just remote set of services. Somewhere out in the cloud. It's as you said, outpost was the sort of signal. Okay, We're coming on prem clearly the on prem, uh, guys are connecting to the cloud. Multi cloud exists, we know this and then there's the edge but but but that brings me to that sort of vision and everybody's laying out of this this this seamless integration hiding the complexity log into my cloud and then life will be good. But the edge is different. Right? It's not just, you know, retail store or a race track. I mean there's the far edge, there's the Tesla car, there's gonna be compute everywhere. And that sort of ties into the data. The data flows, you know the real time influencing at the edge ai new semiconductor models. You you came out of the semiconductor industry, you know it inside and out arm is exploding is dominating in the edge with with with apple and amazon Alexa and things like that. That's really where the action is. So this is a really interesting cocktail and soup that we have going on. How do you >>say? Well, you know, Dave if the data most data, I think one thing most everybody agrees on is that most of the data will be created on the edge. Whether that's a moving edge a car, a smartphone or what I call an edge data center without tile flooring. Like that server that's bolted to the wall of Mcdonald's. When you drive through, you can see it versus the walmart. Every walmart has a raised tile floor. It's the edge to economically and performance wise, it doesn't make any sense to send all that data to the mother ships. Okay. And whether that's unproven data center or the giant public cloud, more efficient way is to do the compute at the closest way possible. But what it does, it does bring up challenges. The first challenge is security. If I wanted to, I could walk in and I could take that server off the Mcdonald's or the Shell gas station wall. So I can't do that in a big data center. Okay, so security, Physical security is a challenge. The second is you don't have the people to go in there and fix stuff that are qualified. If you have a networking problem that goes wrong and Mcdonald's, there's nobody there that can help uh, they can they can help you fix that. So this notion of autonomy and management and not keeping hyper critical data sitting out there and it becomes it becomes a security issue becomes a management issue. Let me talk about the benefits though. The benefits are lower latency. You want you want answers more quickly when that car is driving down the road and it has a five G V two X communication cameras can't see around corners, but that car communicating ahead, that ran into the stop sign, can I through vi to X. Talk to the car behind it and say, hey, something is going on there, you can't go to, you can't go to the big data center in the sky to make that happen, that is to be in near real time and that computer has to happen on the edge. So I think this is a tremendous opportunity and ironically the classic on prem guys, they own this, they own this space aside from smartphones of course, but if you look at compute on a light pole, companies like Intel have built Complete architectures to do that, putting compute into 5G base stations. Heck, I just, there was an announcement this week of google cloud in its gaming solution putting compute in a carrier edge to give lower latency to deliver a better experience. >>Yeah, so there, of course there is no one edge, it's highly fragmented, but I'm interested in your thoughts on kind of who's stack actually can play at the edge. And I've been sort of poking uh H P E about this. And the one thing that comes back consistently is Aruba, we we can take a room but not only to the, to the near edge, but to the far edge. And and that, do you see that as a competitive advantage? >>Oh gosh, yes. I mean, I would say the best acquisition That hp has made in 10 years has been aruba it's fantastic. And they also managed it in the right way. I mean, it was part of HB but it was it was managed a lot more loosely then, you know, a company that might get sucked into the board. And I think that paid off tremendously. They're giving Cisco on the edge a absolute run for their money, their first with new technologies. But it's about the solution. What I love about what a ruble looks at is it's looking at entertainment solutions inside of a stadium, um a information solution inside of an airport as opposed to just pushing the technology forward. And then when you integrate compute with with with Aruba, I think that's where the real magic happens. Most of the data on a permanent basis is actually video data. And a lot of it's for security uh for surveillance. And quite frankly, people taking videos off, they're off their smartphones and downloading video. I I just interviewed the chief network officer of T mobile and their number one bit of data is video, video uploaded, video download. But that's where the magic happens when you put that connectivity and the compute together and you can manage it in a, in an orderly and secure fashion >>while I have you, we have a ton of time here, but I I don't pick your brain about intel, the future of intel. I know you've been following it quite closely, you always have Intel's fighting a forefront war. You got there, battling A. M. D. There, battling your arm slash and video. They're they're taking on TSMC now and in foundry and, and I'll add china for the looming threat there. So what's your prognosis for for intel? >>Yeah, I liked bob the previous Ceo and I think he was doing a lot of of the right things, but I really think that customers and investors and even their ecosystem wanted somebody leading the company with a high degree of technical aptitude and Pat coming, I mean, Pat had a great job at VM or, I mean, he had a great run there and I think it is a very positive move. I've never seen the energy At Intel probably in the last 10 years that I've seen today. I actually got a chance to talk with pat. I visited pat uhh last month and and talk to him about pretty much everything and where he wanted to take the company the way you looked at technology, what was important, what's not important. But I think first off in the world of semiconductors, there are no quick fixes. Okay. Intel has a another two years Before we see what the results are. And I think 2023 for them is gonna be a huge year. But even with all this competition though, Dave they still have close to 85% market share in servers and revenue share for client computing around 90%. Okay. So and they've built out there networking business, they build out a storage business um with with obtain they have the leading Aid as provider with Mobileye. And and listen I was I was one of Intel's biggest, I was into one of Intel's biggest, I was Intel's biggest customer when I was a compact. I was their biggest competitor at AMG. So um I'm not obviously not overly pushing or there's just got to wait and see. They're doing the right things. They have the right strategy. They need to execute. One of the most important things That Intel did is extend their alliance with TSMC. So in 2023 we're going to see Intel compute units these tiles, they integrate into the larger chips called S. O. C S B. Manufactured by TSMC. Not exclusively, but we could see that. So literally we could have AMG three nanometer on TSMC CPU blocks, competing with intel chips with TSMC three nanometer CPU blocks and it's on with regard to video. I mean in video is one of these companies that just keeps going charging, charging hard and I'm actually meeting with Jensen wang this week and Arms Ceo Simon Segers to talk about this opportunity and that's a company that keeps on moving interestingly enough in video. If the arm deal does go through will be the largest chip license, see CPU licensee and have the largest CPU footprint on the planet. So here we have AMG who's CPU and Gpu and buying an F. P. G. A company called Xilinx, you have Intel, Cpus, Gpus machine learning accelerators and F. P. G. S. And then you've got arms slashing video bit with everything as well. We have three massive ecosystems. They're gonna be colliding here and I think it's gonna be great for competition. Date. Competition is great. You know, when there's not competition in CPUs and Gpus, we know what happens right. Uh, the beach just does not go on and we start to stagnate. And I did, I do feel like the industry on CPU started to stagnate when intel had no competition. So bring it on. This is gonna be great for for enterprises then customers to and then, oh, by the way, you have the custom Chip providers. WS has created no less than 15 custom semiconductors started with networking and nitro and building out an edge that surrounded the general computer. And then it moved to Inferential for inference trainee um, is about to come out for training Graviton and Gravitas to for general purpose CPU and then you've got apple. So innovation is huge and I love to always make fun of the software is eating the world. I always say yeah but has to run on something. And so I think the combination of semiconductors software and cloud is just really a magical combination. >>Real quick handicap the video arm acquisition. What what are the odds that that they will be successful? They say it's on track. You got a 2 to 13 to 1 10 to 1. >>I say 75%. Yes 25%. No China is always the has been the odd odd man out for the last three years. They scuttled the Qualcomm NXp deal. You just don't know what china is going to do. I think the EU with some conditions is going to let this fly. I think the U. S. Is absolutely going to let this fly. And even though the I. P. Will still stay over in the UK, I think the U. S. Wants to see wants to see this happen, Japan and Korea I think we'll allow this china is the odd man out. >>In a word, the future of h p. E is blank >>as a service >>patrick Moorehead. Always a pleasure. My friend. Great to see you. Thanks so much for coming back in the cube. >>Yeah, Thanks for having me on. I appreciate that. >>Everybody stay tuned for more great coverage from HP discover 21 this is day Volonte for the cube. The leader and enterprise tech coverage. We'll be right back.

>>from around the globe. It's the >>cube >>With digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cube coverage of IBM Think 2021. I'm john for the host of the cube here for virtual event Cameron Siva who's here with corporate vice president with a M. D. Uh CVP and business development. Great to see you. Thanks for coming on the cube. >>Nice to be. It's an honor to be here. >>You know, love A. M. D. Love the growth, love the processors. Epic 7000 and three series was just launched. Its out in the field. Give us a quick overview of the of the of the processor, how it's doing and how it's going to help us in the data center and the edge >>for sure. No this is uh this is an exciting time for A. M. D. This is probably one of the most exciting times uh to be honest and in my 2020 plus years of uh working in sex industry, I think I've never been this excited about a new product as I am about the the third generation ethic processor that were just announced. Um So the Epic 7003, what we're calling it a series processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMG Epic 7763 but we also have the fastest CPU core so that the process of being the complete package to complete socket and then we also the fastest poor in the world with the the Epic um 72 F three for frequency. So that one runs run super fast on each core. And then we also have 64 cores in the CPU. So it's it's addressing both kind of what we call scale up and scale out. So it's overall overall just just an enormous, enormous product line that that I think um you know, we'll be we'll be amazing within within IBM IBM cloud. Um The processor itself includes 256 megabytes of L three cache, um you know, cash is super important for a variety of workloads in the large cache size. We have shown our we've seen scale in particular cloud applications, but across the board, um you know, database, uh java all sorts of things. This processor is also based on the Zen three core, which is basically 19% more instructions per cycle relative to ours, N two. So that was the prior generation, the second generation Epic Force, which is called Rome. So this this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 4 and the frequency optimized device. Um and finally, we have um what we call all in features. So rather than kind of segment our product line and charge you for every little, you know, little thing you turn on or off. We actually have all in features includes, you know, really importantly security, which is becoming a big, big team and something that we're partnering with IBM very closely on um and then also things like 628 lanes of pc I E gen four, um are your faces that grew up to four terabytes so you can do these big large uh large um in memory databases. The pc I interfaces gives you lots and lots of storage capability so all in all super products um and we're super excited to be working with IBM honest. >>Well let's get into some of the details on this impact because obviously it's not just one place where these processes are going to live. You're seeing a distributed surface area core to edge um, cloud and hybrid is now in play. It's pretty much standard now. Multi cloud on the horizon. Company's gonna start realizing, okay, I gotta put this to work and I want to get more insights out of the data and civilian applications that are evolving on this. But you guys have seen some growth in the cloud with the Epic processors, what can customers expect and why our cloud providers choosing Epic processors, >>you know, a big part of this is actually the fact that I that am be um delivers upon our roadmap. So we, we kind of do what we say and say what we do and we delivered on time. Um so we actually announced I think was back in august of 2019, their second generation, Epic part and then now in March, we are now in the third generation. Very much on schedule. Very much um, intern expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it's a really super important pieces that our customers are now learning to expect performance, jenin, Jenin and on time from A. M. D, which is, which is uh, I think really a big part of our success. The second thing is, I think, you know, we are, we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 cores is absolutely unique today in the industry and that it has the ability to be offered both in uh bare metal. Um, as we have been deployed in uh, in IBM cloud and also in virtualized type environment. So it has that ability to spend a lot of different use cases. Um and you can, you know, you can run each core uh really fast, But then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful uh CPU and it has a lot of value for um for the for the cloud cloud provider, they're actually about over 400 total instances by the way of A. M. D processors out there. And that's all the flavors, of course, not just that they're generation, but still it's it's starting to really proliferate. We're trying to see uh M d I think all across the cloud, >>more cores, more threads all goodness. I gotta ask you, you know, I interviewed Arvin the ceo of IBM before he was Ceo at a conference and you know, he's always been, I know him, he's always loved cloud, right? So, um, but he sees a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here, I think Hybrid. Um, and so I can almost see the playbook evolving. You know, Red has an operating system, Cloud and Edge is a distributed system, it's got that vibe of a system architecture, almost got processors everywhere. Could you give us a sense of the over an overview of the work you're doing with IBM Cloud and what a M. D s role is there? And I'm curious, could you share for the folks watching too? >>For sure. For sure. By the way, IBM cloud is a fantastic partner to work with. So, so, first off you talked about about the hybrid, hybrid cloud is a really important thing for us and that's um that's an area that we are definitely focused in on. Uh but in terms of our specific joint partnerships and we do have an announcement last year. Um so it's it's it's somewhat public, but we are working together on Ai where IBM is a is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, you know, it's kind of this real hard work goodness with IBM problems and know how on the AI side. In addition, IBM is also known for um you know, really enterprise grade, yeah, security and working with some of the key sectors that need and value, reliability, security, availability, um in those areas. Uh and so I think that partnership, we have quite a bit of uh quite a strong relationship and partnership around working together on security and doing confidential computer. >>Tell us more about the confidential computing. This is a joint development agreement, is a joint venture joint development agreement. Give us more detail on this. Tell us more about this announcement with IBM cloud, an AMG confidential computing. >>So that's right. So so what uh you know, there's some key pillars to this. One of this is being able to to work together, define open standards, open architecture. Um so jointly with an IBM and also pulling in something assets in terms of red hat to be able to work together and pull together a confidential computer that can so some some key ideas here, we can work with work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide, provide our joint customers are and customers with uh with unprecedented security and reliability uh in the cloud, >>what's the future of processors, I mean, what should people think when they expect to see innovation? Um Certainly data centers are evolving with core core features to work with hybrid operating model in the cloud. People are getting that edge relationship basically the data centers a large edge, but now you've got the other edges, we got industrial edges, you got consumers, people wearables, you're gonna have more and more devices big and small. Um what's the what's the road map look like? How do you describe the future of a. M. D. In in the IBM world? >>I think I think R I B M M D partnership is bright, future is bright for sure, and I think there's there's a lot of key pieces there. Uh you know, I think IBM brings a lot of value in terms of being able to take on those up earlier, upper uh layers of software and that and the full stack um so IBM strength has really been, you know, as a systems company and as a software company. Right, So combining that with the Andes Silicon, uh divided and see few devices really really is is it's a great combination, I see, you know, I see um growth in uh you know, obviously in in deploying kind of this, this scale out model where we have these very large uh large core count Cpus I see that trend continuing for sure. Uh you know, I think that that is gonna, that is sort of the way of the future that you want cloud data applications that can scale across multi multiple cores within the socket and then across clusters of Cpus with within the data center um and IBM is in a really good position to take advantage of that to go to, to to drive that within the cloud. That income combination with IBM s presence on prem uh and so that's that's where the hybrid hybrid cloud value proposition comes in um and so we actually see ourselves uh you know, playing in both sides, so we do have a very strong presence now and increasingly so on premises as well. And we we partner we were very interested in working with IBM on the on on premises uh with some of some of the key customers and then offering that hybrid connectivity onto, onto the the IBM cloud as well. >>I B M and M. D. Great partnership, great for clarifying and and sharing that insight come, I appreciate it. Thanks for for coming on the cube, I do want to ask you while I got you here. Um kind of a curveball question if you don't mind. As you see hybrid cloud developing one of the big trends is this ecosystem play right? So you're seeing connections between IBM and their and their partners being much more integrated. So cloud has been a big KPI kind of model. You connect people through a. P. I. S. There's a big trend that we're seeing and we're seeing this really in our reporting on silicon angle the rise of a cloud service provider within these ecosystems where hey, I could build on top of IBM cloud and build a great business. Um and as I do that, I might want to look at an architecture like an AMG, how does that fit into to your view as a doing business development over at A. M. D. I mean because because people are building on top of these ecosystems are building their own clouds on top of cloud, you're seeing data. Cloud, just seeing these kinds of clouds, specialty clouds. So I mean we could have a cute cloud on top of IBM maybe someday. So, so I might want to build out a whole, I might be a cloud. So that's more processors needed for you. So how do you see this enablement? Because IBM is going to want to do that, it's kind of like, I'm kind of connecting the dots here in real time, but what's your, what's your take on that? What's your reaction? >>I think, I think that's I think that's right and I think m d isn't, it isn't a pretty good position with IBM to be able to, to enable that. Um we do have some very significant osD partnerships, a lot of which that are leveraged into IBM um such as Red hat of course, but also like VM ware and Nutanix. Um this provide these always V partners provide kind of the base level infrastructure that we can then build upon and then have that have that A P I. And be able to build build um uh the the multi cloud environments that you're talking about. Um and I think that, I think that's right. I think that is that is one of the uh you know, kind of future trends that that we will see uh you know, services that are offered on top of IBM cloud that take advantage of the the capabilities of the platform that come with it. Um and you know, the bare metal offerings that that IBM offer on their cloud is also quite unique um and hyper very performance. Um and so this actually gives um I think uh the the kind of uh call the medic cloud that unique ability to kind of go in and take advantage of the M. D. Hardware at a performance level and at a um uh to take advantage of that infrastructure better than they could in another cloud environments. I think that's that's that's actually very key and very uh one of the one of the features of the IBM problems that differentiates it >>so much headroom there corns really appreciate you sharing that. I think it's a great opportunity. As I say, if you're you want to build and compete. Finally, there's no with the white space with no competition or be better than the competition. So as they say in business, thank you for coming on sharing. Great great future ahead for all builders out there. Thanks for coming on the cube. >>Thanks thank you very much. >>Okay. IBM think cube coverage here. I'm john for your host. Thanks for watching. Mm