>>Hello everyone. Welcome to the Cube's coverage of AWS Reinvent 22. I'm John Ferer, host of the Cube. Got some great coverage here talking about software supply chain and sustainability in the cloud. We've got a great conversation. Gunner Helickson, Vice President and general manager at Red Hat Enterprise Linux and Business Unit of Red Hat. Thanks for coming on. And Edon Eja Director, Product Management of commercial software services aws. Gentlemen, thanks for joining me today. >>Oh, it's a pleasure. >>You know, the hottest topic coming out of Cloudnative developer communities is slide chain software sustainability. This is a huge issue. As open source continues to power away and fund and grow this next generation modern development environment, you know, supply chain, you know, sustainability is a huge discussion because you gotta check things out where, what's in the code. Okay, open source is great, but now we gotta commercialize it. This is the topic, Gunner, let's get in, get with you. What, what are you seeing here and what's some of the things that you're seeing around the sustainability piece of it? Because, you know, containers, Kubernetes, we're seeing that that run time really dominate this new abstraction layer, cloud scale. What's your thoughts? >>Yeah, so I, it's interesting that the, you know, so Red Hat's been doing this for 20 years, right? Making open source safe to consume in the enterprise. And there was a time when in order to do that you needed to have a, a long term life cycle and you needed to be very good at remediating security vulnerabilities. And that was kind of, that was the bar that you had that you had to climb over. Nowadays with the number of vulnerabilities coming through, what people are most worried about is, is kind of the providence of the software and making sure that it has been vetted and it's been safe, and that that things that you get from your vendor should be more secure than things that you've just downloaded off of GitHub, for example. Right? And that's, that's a, that's a place where Red Hat's very comfortable living, right? >>Because we've been doing it for, for 20 years. I think there, there's another, there's another aspect to this, to this supply chain question as well, especially with the pandemic. You know, we've got these, these supply chains have been jammed up. The actual physical supply chains have been jammed up. And, and the two of these issues actually come together, right? Because as we've been go, as we go through the pandemic, we've had these digital transformation efforts, which are in large part people creating software in order to manage better their physical supply chain problems. And so as part of that digital transformation, you have another supply chain problem, which is the software supply chain problem, right? And so these two things kind of merge on these as people are trying to improve the performance of transportation systems, logistics, et cetera. Ultimately it all boils down to it all. Both supply chain problems actually boil down to a software problem. It's very >>Interesting that, Well, that is interesting. I wanna just follow up on that real quick if you don't mind. Because if you think about the convergence of the software and physical world, you know, that's, you know, IOT and also hybrid cloud kind of plays into that at scale, this opens up more surface area for attacks, especially when you're under a lot of pressure. This is where, you know, you can, you have a service area in the physical side and you have constraints there. And obviously the pandemic causes problems, but now you've got the software side. Can you, how are you guys handling that? Can you just share a little bit more of how you guys are looking at that with Red Hat? What's, what's the customer challenge? Obviously, you know, skills gaps is one, but like that's a convergence at the same time. More security problems. >>Yeah, yeah, that's right. And certainly the volume of, if we just look at security vulnerabilities themselves, just the volume of security vulnerabilities has gone up considerably as more people begin using the software. And as the software becomes more important to kind of critical infrastructure, more eyeballs are on it. And so we're uncovering more problems, which is kind of, that's, that's okay. That's how the world works. And so certainly the, the number of remediations required every year has gone up. But also the customer expectations, as I've mentioned before, the customer expectations have changed, right? People want to be able to show to their auditors and to their regulators that no, we, we, in fact, I can show the providence of the software that I'm using. I didn't just download something random off the internet. I actually have, like you, you know, adults paying attention to the, how the software gets put together. >>And it's still, honestly, it's still very early days. We can, I think the, in as an industry, I think we're very good at managing, identifying remediating vulnerabilities in the aggregate. We're pretty good at that. I think things are less clear when we talk about kind of the management of that supply chain, proving the provenance, proving the, and creating a resilient supply chain for software. We have lots of tools, but we don't really have lots of shared expectations. Yeah. And so it's gonna be interesting over the next few years, I think we're gonna have more rules are gonna come out. I see NIST has already, has already published some of them. And as these new rules come out, the whole industry is gonna have to kind of pull together and, and really and really rally around some of this shared understanding so we can all have shared expectations and we can all speak the same language when we're talking about this >>Problem. That's awesome. A and Amazon web service is obviously the largest cloud platform out there, you know, the pandemic, even post pandemic, some of these supply chain issues, whether it's physical or software, you're also an outlet for that. So if someone can't buy hardware or, or something physical, they can always get the cloud. You guys have great network compute and whatnot and you got thousands of ISVs across the globe. How are you helping customers with this supply chain problem? Because whether it's, you know, I need to get in my networking gears delayed, I'm gonna go to the cloud and get help there. Or whether it's knowing the workloads and, and what's going on inside them with respect open source. Cause you've got open source, which is kind of an external forcing function. You got AWS and you got, you know, physical compute stores, networking, et cetera. How are you guys helping customers with the supply chain challenge, which could be an opportunity? >>Yeah, thanks John. I think there, there are multiple layers to that. At, at the most basic level we are helping customers buy abstracting away all these data central constructs that they would have to worry about if they were running their own data centers. They would have to figure out how the networking gear, you talk about, you know, having the right compute, right physical hardware. So by moving to the cloud, at least they're delegating that problem to AWS and letting us manage and making sure that we have an instance available for them whenever they want it. And if they wanna scale it, the, the, the capacity is there for them to use now then that, so we kind of give them space to work on the second part of the problem, which is building their own supply chain solutions. And we work with all kinds of customers here at AWS from all different industry segments, automotive, retail, manufacturing. >>And you know, you see that the complexity of the supply chain with all those moving pieces, like hundreds and thousands of moving pieces, it's very daunting. So cus and then on the other hand, customers need more better services. So you need to move fast. So you need to build, build your agility in the supply chain itself. And that is where, you know, Red Hat and AWS come together where we can build, we can enable customers to build their supply chain solutions on platform like Red Hat Enterprise, Linux Rail or Red Hat OpenShift on, on aws. We call it Rosa. And the benefit there is that you can actually use the services that we, that are relevant for the supply chain solutions like Amazon managed blockchain, you know, SageMaker. So you can actually build predictive and s you can improve forecasting, you can make sure that you have solutions that help you identify where you can cut costs. And so those are some of the ways we are helping customers, you know, figure out how they actually wanna deal with the supply chain challenges that we're running into in today's world. >>Yeah, and you know, you mentioned sustainability outside of software su sustainability, you know, as people move to the cloud, we've reported on silicon angle here in the cube that it's better to have the sustainability with the cloud because then the data centers aren't using all that energy too. So there's also all kinds of sustainability advantages, Gunner, because this is, this is kind of how your relationship with Amazon's expanded. You mentioned Rosa, which is Red Hat on, you know, on OpenShift, on aws. This is interesting because one of the biggest discussions is skills gap, but we were also talking about the fact that the humans are huge part of the talent value. In other words, the, the humans still need to be involved and having that relationship with managed services and Red Hat, this piece becomes one of those things that's not talked about much, which is the talent is increasing in value the humans, and now you got managed services on the cloud, has got scale and human interactions. Can you share, you know, how you guys are working together on this piece? Cuz this is interesting cuz this kind of brings up the relationship of that operator or developer. >>Yeah, Yeah. So I think there's, so I think about this in a few dimensions. First is that the kind of the, I it's difficult to find a customer who is not talking about automation at some level right now. And obviously you can automate the processes and, and the physical infrastructure that you already have that's using tools like Ansible, right? But I think that the, combining it with the, the elasticity of a solution like aws, so you combine the automation with kind of elastic and, and converting a lot of the capital expenses into operating expenses, that's a great way actually to save labor, right? So instead of like racking hard drives, you can have somebody who's somebody do something a little more like, you know, more valuable work, right? And so, so okay, but that gives you a platform and then what do you do with that platform? >>And if you've got your systems automated and you've got this kind of elastic infrastructure underneath you, what you do on top of it is really interesting. So a great example of this is the collaboration that, that we had with running the rel workstation on aws. So you might think like, well why would anybody wanna run a workstation on, on a cloud? That doesn't make a whole lot of sense unless you consider how complex it is to set up, if you have the, the use case here is like industrial workstations, right? So it's animators, people doing computational fluid dynamics, things like this. So these are industries that are extremely data heavy. They have workstations have very large hardware requirements, often with accelerated GPUs and things like this. That is an extremely expensive thing to install on premise anywhere. And if the pandemic taught us anything, it's, if you have a bunch of very expensive talent and they all have to work from a home, it is very difficult to go provide them with, you know, several tens of thousands of dollars worth of worth of worth of workstation equipment. >>And so combine the rail workstation with the AWS infrastructure and now all that workstation computational infrastructure is available on demand and on and available right next to the considerable amount of data that they're analyzing or animating or, or, or working on. So it's a really interesting, it's, it was actually, this is an idea that I was actually born with the pandemic. Yeah. And, and it's kind of a combination of everything that we're talking about, right? It's the supply chain challenges of the customer, It's the lack of lack of talent, making sure that people are being put their best and highest use. And it's also having this kind of elastic, I think, opex heavy infrastructure as opposed to a CapEx heavy infrastructure. >>That's a great example. I think that's illustrates to me what I love about cloud right now is that you can put stuff in, in the cloud and then flex what you need when you need it at in the cloud rather than either ingress or egress data. You, you just more, you get more versatility around the workload needs, whether it's more compute or more storage or other high level services. This is kind of where this NextGen cloud is going. This is where, where, where customers want to go once their workloads are up and running. How do you simplify all this and how do you guys look at this from a joint customer perspective? Because that example I think will be something that all companies will be working on, which is put it in the cloud and flex to the, whatever the workload needs and put it closer to the work compute. I wanna put it there. If I wanna leverage more storage and networking, Well, I'll do that too. It's not one thing. It's gotta flex around what's, how are you guys simplifying this? >>Yeah, I think so for, I'll, I'll just give my point of view and then I'm, I'm very curious to hear what a not has to say about it, but the, I think and think about it in a few dimensions, right? So there's, there is a, technically like any solution that aan a nun's team and my team wanna put together needs to be kind of technically coherent, right? The things need to work well together, but that's not the, that's not even most of the job. Most of the job is actually the ensuring and operational consistency and operational simplicity so that everything is the day-to-day operations of these things kind of work well together. And then also all the way to things like support and even acquisition, right? Making sure that all the contracts work together, right? It's a really in what, So when Aon and I think about places of working together, it's very rare that we're just looking at a technical collaboration. It's actually a holistic collaboration across support acquisition as well as all the engineering that we have to do. >>And on your, your view on how you're simplifying it with Red Hat for your joint customers making Collabo >>Yeah. Gun, Yeah. Gunner covered it. Well I think the, the benefit here is that Red Hat has been the leading Linux distribution provider. So they have a lot of experience. AWS has been the leading cloud provider. So we have both our own point of views, our own learning from our respective set of customers. So the way we try to simplify and bring these things together is working closely. In fact, I sometimes joke internally that if you see Ghana and my team talking to each other on a call, you cannot really tell who who belongs to which team. Because we're always figuring out, okay, how do we simplify discount experience? How do we simplify programs? How do we simplify go to market? How do we simplify the product pieces? So it's really bringing our, our learning and share our perspective to the table and then really figure out how do we actually help customers make progress. Rosa that we talked about is a great example of that, you know, you know, we, together we figured out, hey, there is a need for customers to have this capability in AWS and we went out and built it. So those are just some of the examples in how both teams are working together to simplify the experience, make it complete, make it more coherent. >>Great. That's awesome. That next question is really around how you help organizations with the sustainability piece, how to support them, simplifying it. But first, before we get into that, what is the core problem around this sustainability discussion we're talking about here, supply chain sustainability, What is the core challenge? Can you both share your thoughts on what that problem is and what the solution looks like and then we can get into advice? >>Yeah. Well from my point of view, it's, I think, you know, one of the lessons of the last three years is every organization is kind of taking a careful look at how resilient it is. Or ever I should say, every organization learned exactly how resilient it was, right? And that comes from both the, the physical challenges and the logistics challenges that everyone had. The talent challenges you mentioned earlier. And of course the, the software challenges, you know, as everyone kind of embarks on this, this digital transformation journey that, that we've all been talking about. And I think, so I really frame it as, as resilience, right? And and resilience is at bottom is really about ensuring that you have options and that you have choices. The more choices you have, the more options you have, the more resilient you, you and your organization is going to be. And so I know that that's how, that's how I approach the market. I'm pretty sure that's exact, that's how AON is, has approaching the market, is ensuring that we are providing as many options as possible to customers so that they can assemble the right, assemble the right pieces to create a, a solution that works for their particular set of challenges or their unique set of challenges and and unique context. Aon, is that, does that sound about right to you? Yeah, >>I think you covered it well. I, I can speak to another aspect of sustainability, which is becoming increasingly top of mind for our customer is like how do they build products and services and solutions and whether it's supply chain or anything else which is sustainable, which is for the long term good of the, the planet. And I think that is where we have been also being very intentional and focused in how we design our data center. How we actually build our cooling system so that we, those are energy efficient. You know, we, we are on track to power all our operations with renewable energy by 2025, which is five years ahead of our initial commitment. And perhaps the most obvious example of all of this is our work with arm processors Graviton three, where, you know, we are building our own chip to make sure that we are designing energy efficiency into the process. And you know, we, there's the arm graviton, three arm processor chips, there are about 60% more energy efficient compared to some of the CD six comparable. So all those things that are also we are working on in making sure that whatever our customers build on our platform is long term sustainable. So that's another dimension of how we are working that into our >>Platform. That's awesome. This is a great conversation. You know, the supply chain is on both sides, physical and software. You're starting to see them come together in great conversations and certainly moving workloads to the cloud running in more efficiently will help on the sustainability side, in my opinion. Of course, you guys talked about that and we've covered it, but now you start getting into how to refactor, and this is a big conversation we've been having lately, is as you not just lift and ship but re-platform and refactor, customers are seeing great advantages on this. So I have to ask you guys, how are you helping customers and organizations support sustainability and, and simplify the complex environment that has a lot of potential integrations? Obviously API's help of course, but that's the kind of baseline, what's the, what's the advice that you give customers? Cause you know, it can look complex and it becomes complex, but there's an answer here. What's your thoughts? >>Yeah, I think so. Whenever, when, when I get questions like this from from customers, the, the first thing I guide them to is, we talked earlier about this notion of consistency and how important that is. It's one thing, it it, it is one way to solve the problem is to create an entirely new operational model, an entirely new acquisition model and an entirely new stack of technologies in order to be more sustainable. That is probably not in the cards for most folks. What they want to do is have their existing estate and they're trying to introduce sustainability into the work that they are already doing. They don't need to build another silo in order to create sustainability, right? And so there have to be, there has to be some common threads, there has to be some common platforms across the existing estate and your more sustainable estate, right? >>And, and so things like Red Hat enterprise Linux, which can provide this kind of common, not just a technical substrate, but a common operational substrate on which you can build these solutions if you have a common platform on which you are building solutions, whether it's RHEL or whether it's OpenShift or any of our other platforms that creates options for you underneath. So that in some cases maybe you need to run things on premise, some things you need to run in the cloud, but you don't have to profoundly change how you work when you're moving from one place to another. >>And that, what's your thoughts on, on the simplification? >>Yeah, I mean think that when you talk about replatforming and refactoring, it is a daunting undertaking, you know, in today's, in the, especially in today's fast paced work. So, but the good news is you don't have to do it by yourself. Customers don't have to do it on their own. You know, together AWS and Red Hat, we have our rich partner ecosystem, you know AWS over AWS has over a hundred thousand partners that can help you take that journey, the transformation journey. And within AWS and working with our partners like Red Hat, we make sure that we have all in, in my mind there are really three big pillars that you have to have to make sure that customers can successfully re-platform refactor their applications to the modern cloud architecture. You need to have the rich set of services and tools that meet their different scenarios, different use cases. Because no one size fits all. You have to have the right programs because sometimes customers need those incentives, they need those, you know, that help in the first step and last but no needs, they need training. So all of that, we try to cover that as we work with our customers, work with our partners and that is where, you know, together we try to help customers take that step, which is, which is a challenging step to take. >>Yeah. You know, it's great to talk to you guys, both leaders in your field. Obviously Red hats, well story history. I remember the days back when I was provisioning, loading OSS on hardware with, with CDs, if you remember, that was days gunner. But now with high level services, if you look at this year's reinvent, and this is like kind of my final question for the segment is then we'll get your reaction to is last year we talked about higher level services. I sat down with Adam Celski, we talked about that. If you look at what's happened this year, you're starting to see people talk about their environment as their cloud. So Amazon has the gift of the CapEx, the all that, all that investment and people can operate on top of it. They're calling that environment their cloud. Okay, For the first time we're seeing this new dynamic where it's like they have a cloud, but they're Amazon's the CapEx, they're operating. So you're starting to see the operational visibility gun around how to operate this environment. And it's not hybrid this, that it's just, it's cloud. This is kind of an inflection point. Do you guys agree with that or, or having a reaction to that statement? Because I, I think this is kind of the next gen super cloud-like capability. It's, it's, we're going, we're building the cloud. It's now an environment. It's not talking about private cloud, this cloud, it's, it's all cloud. What's your reaction? >>Yeah, I think, well I think it's a very natural, I mean we used words like hybrid cloud, multi-cloud, if, I guess super cloud is what the kids are saying now, right? It's, it's all, it's all describing the same phenomena, right? Which is, which is being able to take advantage of lots of different infrastructure options, but still having something that creates some commonality among them so that you can, so that you can manage them effectively, right? So that you can have kind of uniform compliance across your estate so that you can have kind of, you can make the best use of your talent across the estate. I mean this is a, this is, it's a very natural thing. >>They're calling it cloud, the estate is the cloud. >>Yeah. So yeah, so, so fine if it, if it means that we no longer have to argue about what's multi-cloud and what's hybrid cloud, I think that's great. Let's just call it cloud. >>And what's your reaction, cuz this is kind of the next gen benefits of, of higher level services combined with amazing, you know, compute and, and resource at the infrastructure level. What's your, what's your view on that? >>Yeah, I think the construct of a unified environment makes sense for customers who have all these use cases which require, like for instance, if you are doing some edge computing and you're running it WS outpost or you know, wave lent and these things. So, and, and it is, it is fear for customer to say, think that hey, this is one environment, same set of tooling that they wanna build that works across all their different environments. That is why we work with partners like Red Hat so that customers who are running Red Hat Enterprise Linux on premises and who are running in AWS get the same level of support, get the same level of security features, all of that. So from that sense, it actually makes sense for us to build these capabilities in a way that customers don't have to worry about, Okay, now I'm actually in the AWS data center versus I'm running outpost on premises. It is all one. They, they just use the same set of cli command line APIs and all of that. So in that sense, it's actually helps customers have that unification so that that consistency of experience helps their workforce and be more productive versus figuring out, okay, what do I do, which tool I use? Where >>And on you just nailed it. This is about supply chain sustainability, moving the workloads into a cloud environment. You mentioned wavelength, this conversation's gonna continue. We haven't even talked about the edge yet. This is something that's gonna be all about operating these workloads at scale and all the, with the cloud services. So thanks for sharing that and we'll pick up that edge piece later. But for reinvent right now, this is really the key conversation. How to bake the sustained supply chain work in a complex environment, making it simpler. And so thanks for sharing your insights here on the cube. >>Thanks. Thanks for having >>Us. Okay, this is the cube's coverage of ados Reinvent 22. I'm John Fur, your host. Thanks for watching.

welcome back to the seaport in boston massachusetts with cities crazy with bruins and celtics talk but we're here we're talking red hat linux open shift ansible and ashesh badani is here he's the senior vice president and the head of products at red hat fresh off the keynotes had amex up in the state of great to see you face to face amazing that we're here now after two years of of the isolation economy welcome back thank you great to see you again as well and you as well paul yeah so no shortage of announcements uh from red hat this week paul wrote a piece on siliconangle.com i got my yellow highlights i've been through all the announcements which is your favorite baby hard for me to choose hard for me to choose um i'll talk about real nine right well nine's exciting um and in a weird way it's exciting because it's boring right because it's consistent three years ago we committed to releasing a major well uh every three years right so customers partners users can plan for it so we released the latest version of rel in between we've been delivering releases every six months as well minor releases a lot of capabilities that are bundled in around security automation edge management and then rel is also the foundation of the work we announced with gm with the in-vehicle operating system so you know that's extremely exciting news for us as well and the collaboration that we're doing with them and then a whole host of other announcements around you know cloud services work around devsecops and so on so yeah a lot of news a lot of announcements i would say rel nine and the work with gm probably you know comes right up to the top i wanted to get to one aspect of the rail 9 announcement that is the the rose centos streams in that development now in december i think it was red hat discontinued development or support for for centos and moved to central streams i'm still not clear what the difference is between the two can you clarify that i think we go into a situation especially with with many customers many partners as well that you know didn't sort of quite exactly uh get a sense of you know where centos was from a life cycle perspective so was it upstream to rel was it downstream to rel what's the life cycle for itself as well and then there became some sort of you know implied notions around what that looked like and so what we decided was to say well we'll make a really clean break and we'll say centos stream is the upstream for enterprise linux from day one itself partners uh you know software partners hardware partners can collaborate with us to develop rel and then take it all the way through life cycle right so now it becomes a true upstream a true place for development for us and then rel essentially comes uh out as a series of releases based on the work that we do in a fast-moving center-os environment but wasn't centos essentially that upstream uh development environment to begin with what's the difference between centos stream yeah it wasn't wasn't um it wasn't quite upstream it was actually a little bit downstream yeah it was kind of bi-directional yeah and yeah and so then you know that sort of became an implied life cycle to it when there really wasn't one but it was just became one because of some usage and adoption and so now this really clarifies the relationship between the two we've heard feedback for example from software partners users saying hey what do i do for development because i used you know centervis in the past we're like yup we have real for developers available we have rel for small teams available we have rel available for non-profit organizations up and so we've made rail now available in various form factors for the needs that folks had and they were perhaps using centos for because there was no such alternative or rel history so language so now it's this clarity so that's really the key point there so language matters a lot in the technology business we've seen it over the years the industry coalesces around you know terminology whether it was the pc era everything was pc this pc that the internet era and and certainly the cloud we we learned a lot of language from the likes of you know aws two pizza teams and working backwards and things like that became common commonplace hybrid and multi-cloud are kind of the the parlance of the day you guys use hybrid you and i have talked about this i feel like there's something new coming i don't think my term of super cloud is the right necessary terminology but it signifies something different and i feel like your announcements point to that within your hybrid umbrella point being so much talk about the edge and it's we heard paul cormier talk about new hardware architectures and you're seeing that at the edge you know what you're doing with the in-vehicle operating system these are new the cloud isn't just a a bunch of remote services in the cloud anymore it's on-prem it's a cloud it's cross-clouds it's now going out to the edge it's something new and different i think hybrid is your sort of term for that but it feels like it's transcending hybrid are your thoughts you know really really great question actually since you and i talked dave i've been spending some time you know sort of noodling just over that right and you're right right there's probably some terminology something sort of you know that will get developed you know either by us or you know in collaboration with the industry you know where we sort of almost have the connection almost like a meta cloud right that we're sort of working our way towards because there's if you will you know the cloud right so you know on premise you know virtualized uh bare metal by the way you know increasingly interesting and important you know we do a lot of work with nvidia folks want to run specific workloads there we announced support for arm right another now popular architecture especially as we go out to the edge so obviously there's private cloud public cloud then the edge becomes a continuum now you know on that process we actually have a major uh uh shipping company so uh a cruise lines that's talking about using openshift on cruise lines right so you know that's the edge right last year we had verizon talking about you know 5g and you know ran in the next generation there to then that's the edge when we talk to retail the store front's the edge right you talk to a bank you know the bank environments here so everyone's got a different kind of definition of edge we're working with them and then when we you know announce this collaboration with gm right now the edge there becomes the automobile so if you think of this as a continuum right you know bare metal private cloud public cloud take it out to the edge now we're sort of almost you know living in a world of you know a little bit of abstractions and making sure that we are focused on where uh data is being generated and then how can we help ensure that we're providing a consistent experience regardless of you know where meta meta cloud because i can work in nfts i can work a little bit we're going to get through this whole thing without saying metaverse i was hoping i do want to ask you about about the edge and the proliferation of hardware platforms paul comey mentioned this during the keynote today hardware is becoming important yeah there's a lot of people building hardware it's in development now for areas like uh like intelligent devices and ai how does this influence your development priorities you have all these different platforms that you need to support yeah so um we think about that a lot mostly because we have engagements with so many partners hardware right so obviously there's more traditional partners i'd say like the dell and the hpes that we work with we've historically worked with them also working with them in in newer areas uh with regard to appliances that are being developed um and then the work that we do with partners like nvidia or new architectures like arm and so our perspective is this will be uh use case driven more than anything else right so there are certain environments right where you have arm-based devices other environments where you've got specific workloads that can take advantage of being built on gpus that we'll see increasingly being used especially to address that problem and then provide a solution towards that so our belief has always been look we're going to give you a consistent platform a consistent abstraction across all these you know pieces of hardware um and so you mr miss customer make the best choice for yourself a couple other areas we have to hit on i want to talk about cloud services we've got to talk about security leave time to get there but why the push to cloud services what's driving that it's actually customers they're driving right so we have um customers consistently been asking us say you know love what you give us right want to make sure that's available to us when we consume in the cloud so we've made rel available for example on demand right you can consume this directly via public cloud consoles we are now making available via marketplaces uh talked about ansible available as a managed service on azure openshift of course available as a managed service in multiple clouds um all of this also is because you know we've got customers who've got these uh committed spends that they have you know with cloud providers they want to make sure that the environments that they're using are also counting towards that at the same time give them flexibility give them the choice right if in certain situations they want to run in the data center great we have that solution for them other cases they want to procure from the cloud and run it there we're happy to support them there as well let's talk about security because you have a lot of announcements like security everywhere yeah um and then some specific announcements as well i i always think about these days in the context of the solar wind supply chain hack would this have you know how would this have affected it but tell us about what's going on in security your philosophy there and the announcements that you guys made so our secure announcements actually span our entire portfolio yeah right and and that's not an accident right that's by design because you know we've really uh been thinking and emphasizing you know how we ensure that security profile is raised for users both from a malicious perspective and also helping accidental issues right so so both matters so one huge amounts of open source software you know out of the world you know and then estimates are you know one in ten right has some kind of security vulnerability um in place a massive amount of change in where software is being developed right so rate of change for example in kubernetes is dramatic right much more than even than linux right entire parts of kubernetes get rewritten over over a three-year period of time so as you introduce all that right being able to think for example about you know what's known as shift left security or devsec ops right how do we make sure we move security closer to where development is actually done how do we ensure we give you a pattern so you know we introduced a software supply chain pattern uh via openshift delivers complete stack of code that you know you can go off and run that follows best practices uh including for example for developers you know with git ops and support on the pipelines front a whole bunch of security capabilities in rel um a new image integrity measurement architecture which allows for a better ability to see in a post install environment what the integrity of the packages are signing technology they're incorporating open shift as well as an ansible so it's it's a long long list of cables and features and then also more and more defaults that we're putting in place that make it easier for example for someone not to hurt themselves accidentally on security front i noticed that uh this today's batch of announcements included support within openshift pipelines for sigstor which is an open source project that was birthed actually at red hat right uh we haven't heard a whole lot about it how important is zig store to to you know your future product direction yeah so look i i think of that you know as you know work that's you know being done out of our cto's office and obviously security is a big focus area for them um six store's great example of saying look how can we verify content that's in uh containers make sure it's you know digitally signed that's appropriate uh to be deployed across a bunch of environments but that thinking isn't maybe unique uh for us uh in the container side mostly because we have you know two decades or more of thinking about that on the rel side and so fundamentally containers are being built on linux right so a lot of the lessons that we've learned a lot of the expertise that we've built over the years in linux now we're starting to you know use that same expertise trying to apply it to containers and i'm my guess is increasingly we're going to see more of the need for that you know into the edge as well i i i picked up on that too let me ask a follow-up question on sigstor so if i'm a developer and i and i use that capability it it ensures the provenance of that code is it immutable the the signature uh and the reason i ask is because again i think of everything in the context of the solar winds where they were putting code into the the supply chain and then removing it to see what happened and see how people reacted and it's just a really scary environment yeah the hardest part you know in in these environments is actually the behavior change so what's an example of that um packages built verified you know by red hat when it went from red hat to the actual user have we been able to make sure we verify the integrity of all of those when they were put into use um and unless we have behavior that you know make sure that we do that then we find ourselves in trouble in the earliest days of open shift uh we used to get knocked a lot by by developers because i said hey this platform's really hard to use we investigate hey look why is that happening so by default we didn't allow for root access you know and so someone's using you know the openshift platform they're like oh my gosh i can't use it right i'm so used to having root access we're like no that's actually sealed by default because that's not a good security best practice now over a period of time when we you know randomly enough times explained that enough times now behavior changes like yeah that makes sense now right so even just kind of you know there's behaviors the more that we can do for example in in you know the shift left which is one of the reasons by the way why we bought uh sac rocks a year right right for declarative security contain native security so threat detection network segmentation uh watching intrusions you know malicious behavior is something that now we can you know essentially make native into uh development itself all right escape key talk futures a little bit so i went downstairs to the expert you know asked the experts and there was this awesome demo i don't know if you've seen it of um it's like a design thinking booth with what happened how you build an application i think they were using the who one of their apps um during covet and it's you know shows the the granularity of the the stack and the development pipeline and all the steps that have to take place and it strikes me of something we've talked about so you've got this application development stack if you will and the database is there to support that and then over here you've got this analytics stack and it's separate and we always talk about injecting more ai into apps more data into apps but there's separate stacks do you see a day where those two stacks can come together and if not how do we inject more data and ai into apps what are your thoughts on that so great that's another area we've talked about dave in the past right um so we definitely agree with that right and and what final shape it takes you know i think we've got some ideas around that what we started doing is starting to pick up specific areas where we can start saying let's go and see what kind of usage we get from customers around it so for example we have openshift data science which is basically a way for us to talk about ml ops right and you know how can we have a platform that allows for different models that you can use we can uh test and train data different frameworks that you can then deploy in an environment of your choice right and we run that uh for you up and assist you in in uh making sure that you're able to take the next steps you want with with your machine learning algorithms um there's work that we've uh introduced at summit around databases service so essentially our uh a cloud service that allows for deep as an easy way for customers to access either mongodb or or cockroach in a cloud native fashion and all of these things that we're sort of you know experimenting with is to be able to say look how do we sort of bring the world's closer together right off database of data of analytics with a core platform and a core stack because again right this will become part of you know one continuum that we're going to work with it's not i'd like your continuum that's that's i think really instructive it's not a technical barrier is what i'm hearing it's maybe organizational mindset i can i should be able to insert a column into my my my application you know development pipeline and insert the data i mean kafka tensorflow in there there's no technical reason i can't can't do that it's just we've created these sort of separate stovepipe organizations 100 right right so they're different teams right you've got the platform team or the ops team and you're a separate dev team there's a separate data team there's a separate storage team and each of them will work you know slightly differently independently right so the question then is i mean that's sort of how devops came along then you're like oh wait a minute yeah don't forget security and now we're at devsecops right so the more of that that we can kind of bring together i think the more convergence that we'll see when i think about the in-vehicle os i see the the that is a great use case for real-time ai inferencing streaming data i wanted to ask you that about that real quickly because at the very you know just before the conference began we got an announcement about gm but your partnership with gm it seems like this came together very quickly why is it so important for red hat this is a whole new category of application that you're going to be working on yeah so we've been working with gm not publicly for a while now um and it was very clear that look you know gm believes this is the future right you know electric vehicles into autonomous driving and we're very keen to say we believe that a lot of attributes that we've got in rel that we can bring to bear in a different form factor to assist with the different needs that exist in this industry so one it's interesting for us because we believe that's a use case that you know we can add value to um but it's also the future of automotive right so the opportunity to be able to say look we can get open source technology we can collaborate out with the community to fundamentally help transform that industry uh towards where it wants to go you know that that's just the passion that we have that you know is what wakes us up every morning you're opening into that yeah thank you for coming on the cube really appreciate your time and your insights and uh have a great rest of rest of the event thank you for having me metacloud it's a thing it's a thing right it's it's it's kind of there we're gonna we're gonna see it emerge over the next decade all right you're watching the cube's coverage of red hat summit 2022 from boston keep it right there be right back you

(upbeat music) >> The ascendancy of cloud and SAS has shown new light on how organizations think about, pay for, and value hardware. Once sought after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays, and maximizing server utilization has been superseded by demand for cloud architects, DevOps pros, developers with expertise in microservices, container, application development, and like. Even a company like Dell, the largest hardware company in enterprise tech touts that it has more software engineers than those working in hardware. Begs the question, is hardware going the way of Coball? Well, not likely. Software has to run on something, but the labor needed to deploy, and troubleshoot, and manage hardware infrastructure is shifting. At the same time, we've seen the value flow also shifting in hardware. Once a world dominated by X86 processors value is flowing to alternatives like Nvidia and arm based designs. Moreover, other componentry like NICs, accelerators, and storage controllers are becoming more advanced, integrated, and increasingly important. The question is, does it matter? And if so, why does it matter and to whom? What does it mean to customers, workloads, OEMs, and the broader society? Hello and welcome to this week's Wikibon theCUBE Insights powered by ETR. In this breaking analysis, we've organized a special power panel of industry analysts and experts to address the question, does hardware still matter? Allow me to introduce the panel. Bob O'Donnell is president and chief analyst at TECHnalysis Research. Zeus Kerravala is the founder and principal analyst at ZK Research. David Nicholson is a CTO and tech expert. Keith Townson is CEO and founder of CTO Advisor. And Marc Staimer is the chief dragon slayer at Dragon Slayer Consulting and oftentimes a Wikibon contributor. Guys, welcome to theCUBE. Thanks so much for spending some time here. >> Good to be here. >> Thanks. >> Thanks for having us. >> Okay before we get into it, I just want to bring up some data from ETR. This is a survey that ETR does every quarter. It's a survey of about 1200 to 1500 CIOs and IT buyers and I'm showing a subset of the taxonomy here. This XY axis and the vertical axis is something called net score. That's a measure of spending momentum. It's essentially the percentage of customers that are spending more on a particular area than those spending less. You subtract the lesses from the mores and you get a net score. Anything the horizontal axis is pervasion in the data set. Sometimes they call it market share. It's not like IDC market share. It's just the percentage of activity in the data set as a percentage of the total. That red 40% line, anything over that is considered highly elevated. And for the past, I don't know, eight to 12 quarters, the big four have been AI and machine learning, containers, RPA and cloud and cloud of course is very impressive because not only is it elevated in the vertical access, but you know it's very highly pervasive on the horizontal. So what I've done is highlighted in red that historical hardware sector. The server, the storage, the networking, and even PCs despite the work from home are depressed in relative terms. And of course, data center collocation services. Okay so you're seeing obviously hardware is not... People don't have the spending momentum today that they used to. They've got other priorities, et cetera, but I want to start and go kind of around the horn with each of you, what is the number one trend that each of you sees in hardware and why does it matter? Bob O'Donnell, can you please start us off? >> Sure Dave, so look, I mean, hardware is incredibly important and one comment first I'll make on that slide is let's not forget that hardware, even though it may not be growing, the amount of money spent on hardware continues to be very, very high. It's just a little bit more stable. It's not as subject to big jumps as we see certainly in other software areas. But look, the important thing that's happening in hardware is the diversification of the types of chip architectures we're seeing and how and where they're being deployed, right? You refer to this in your opening. We've moved from a world of x86 CPUs from Intel and AMD to things like obviously GPUs, DPUs. We've got VPU for, you know, computer vision processing. We've got AI-dedicated accelerators, we've got all kinds of other network acceleration tools and AI-powered tools. There's an incredible diversification of these chip architectures and that's been happening for a while but now we're seeing them more widely deployed and it's being done that way because workloads are evolving. The kinds of workloads that we're seeing in some of these software areas require different types of compute engines than traditionally we've had. The other thing is (coughs), excuse me, the power requirements based on where geographically that compute happens is also evolving. This whole notion of the edge, which I'm sure we'll get into a little bit more detail later is driven by the fact that where the compute actually sits closer to in theory the edge and where edge devices are, depending on your definition, changes the power requirements. It changes the kind of connectivity that connects the applications to those edge devices and those applications. So all of those things are being impacted by this growing diversity in chip architectures. And that's a very long-term trend that I think we're going to continue to see play out through this decade and well into the 2030s as well. >> Excellent, great, great points. Thank you, Bob. Zeus up next, please. >> Yeah, and I think the other thing when you look at this chart to remember too is, you know, through the pandemic and the work from home period a lot of companies did put their office modernization projects on hold and you heard that echoed, you know, from really all the network manufacturers anyways. They always had projects underway to upgrade networks. They put 'em on hold. Now that people are starting to come back to the office, they're looking at that now. So we might see some change there, but Bob's right. The size of those market are quite a bit different. I think the other big trend here is the hardware companies, at least in the areas that I look at networking are understanding now that it's a combination of hardware and software and silicon that works together that creates that optimum type of performance and experience, right? So some things are best done in silicon. Some like data forwarding and things like that. Historically when you look at the way network devices were built, you did everything in hardware. You configured in hardware, they did all the data for you, and did all the management. And that's been decoupled now. So more and more of the control element has been placed in software. A lot of the high-performance things, encryption, and as I mentioned, data forwarding, packet analysis, stuff like that is still done in hardware, but not everything is done in hardware. And so it's a combination of the two. I think, for the people that work with the equipment as well, there's been more shift to understanding how to work with software. And this is a mistake I think the industry made for a while is we had everybody convinced they had to become a programmer. It's really more a software power user. Can you pull things out of software? Can you through API calls and things like that. But I think the big frame here is, David, it's a combination of hardware, software working together that really make a difference. And you know how much you invest in hardware versus software kind of depends on the performance requirements you have. And I'll talk about that later but that's really the big shift that's happened here. It's the vendors that figured out how to optimize performance by leveraging the best of all of those. >> Excellent. You guys both brought up some really good themes that we can tap into Dave Nicholson, please. >> Yeah, so just kind of picking up where Bob started off. Not only are we seeing the rise of a variety of CPU designs, but I think increasingly the connectivity that's involved from a hardware perspective, from a kind of a server or service design perspective has become increasingly important. I think we'll get a chance to look at this in more depth a little bit later but when you look at what happens on the motherboard, you know we're not in so much a CPU-centric world anymore. Various application environments have various demands and you can meet them by using a variety of components. And it's extremely significant when you start looking down at the component level. It's really important that you optimize around those components. So I guess my summary would be, I think we are moving out of the CPU-centric hardware model into more of a connectivity-centric model. We can talk more about that later. >> Yeah, great. And thank you, David, and Keith Townsend I really interested in your perspectives on this. I mean, for years you worked in a data center surrounded by hardware. Now that we have the software defined data center, please chime in here. >> Well, you know, I'm going to dig deeper into that software-defined data center nature of what's happening with hardware. Hardware is meeting software infrastructure as code is a thing. What does that code look like? We're still trying to figure out but servicing up these capabilities that the previous analysts have brought up, how do I ensure that I can get the level of services needed for the applications that I need? Whether they're legacy, traditional data center, workloads, AI ML, workloads, workloads at the edge. How do I codify that and consume that as a service? And hardware vendors are figuring this out. HPE, the big push into GreenLake as a service. Dale now with Apex taking what we need, these bare bone components, moving it forward with DDR five, six CXL, et cetera, and surfacing that as cold or as services. This is a very tough problem. As we transition from consuming a hardware-based configuration to this infrastructure as cold paradigm shift. >> Yeah, programmable infrastructure, really attacking that sort of labor discussion that we were having earlier, okay. Last but not least Marc Staimer, please. >> Thanks, Dave. My peers raised really good points. I agree with most of them, but I'm going to disagree with the title of this session, which is, does hardware matter? It absolutely matters. You can't run software on the air. You can't run it in an ephemeral cloud, although there's the technical cloud and that's a different issue. The cloud is kind of changed everything. And from a market perspective in the 40 plus years I've been in this business, I've seen this perception that hardware has to go down in price every year. And part of that was driven by Moore's law. And we're coming to, let's say a lag or an end, depending on who you talk to Moore's law. So we're not doubling our transistors every 18 to 24 months in a chip and as a result of that, there's been a higher emphasis on software. From a market perception, there's no penalty. They don't put the same pressure on software from the market to reduce the cost every year that they do on hardware, which kind of bass ackwards when you think about it. Hardware costs are fixed. Software costs tend to be very low. It's kind of a weird thing that we do in the market. And what's changing is we're now starting to treat hardware like software from an OPEX versus CapEx perspective. So yes, hardware matters. And we'll talk about that more in length. >> You know, I want to follow up on that. And I wonder if you guys have a thought on this, Bob O'Donnell, you and I have talked about this a little bit. Marc, you just pointed out that Moore's laws could have waning. Pat Gelsinger recently at their investor meeting said that he promised that Moore's law is alive and well. And the point I made in breaking analysis was okay, great. You know, Pat said, doubling transistors every 18 to 24 months, let's say that Intel can do that. Even though we know it's waning somewhat. Look at the M1 Ultra from Apple (chuckles). In about 15 months increased transistor density on their package by 6X. So to your earlier point, Bob, we have this sort of these alternative processors that are really changing things. And to Dave Nicholson's point, there's a whole lot of supporting components as well. Do you have a comment on that, Bob? >> Yeah, I mean, it's a great point, Dave. And one thing to bear in mind as well, not only are we seeing a diversity of these different chip architectures and different types of components as a number of us have raised the other big point and I think it was Keith that mentioned it. CXL and interconnect on the chip itself is dramatically changing it. And a lot of the more interesting advances that are going to continue to drive Moore's law forward in terms of the way we think about performance, if perhaps not number of transistors per se, is the interconnects that become available. You're seeing the development of chiplets or tiles, people use different names, but the idea is you can have different components being put together eventually in sort of a Lego block style. And what that's also going to allow, not only is that going to give interesting performance possibilities 'cause of the faster interconnect. So you can share, have shared memory between things which for big workloads like AI, huge data sets can make a huge difference in terms of how you talk to memory over a network connection, for example, but not only that you're going to see more diversity in the types of solutions that can be built. So we're going to see even more choices in hardware from a silicon perspective because you'll be able to piece together different elements. And oh, by the way, the other benefit of that is we've reached a point in chip architectures where not everything benefits from being smaller. We've been so focused and so obsessed when it comes to Moore's law, to the size of each individual transistor and yes, for certain architecture types, CPUs and GPUs in particular, that's absolutely true, but we've already hit the point where things like RF for 5g and wifi and other wireless technologies and a whole bunch of other things actually don't get any better with a smaller transistor size. They actually get worse. So the beauty of these chiplet architectures is you could actually combine different chip manufacturing sizes. You know you hear about four nanometer and five nanometer along with 14 nanometer on a single chip, each one optimized for its specific application yet together, they can give you the best of all worlds. And so we're just at the very beginning of that era, which I think is going to drive a ton of innovation. Again, gets back to my comment about different types of devices located geographically different places at the edge, in the data center, you know, in a private cloud versus a public cloud. All of those things are going to be impacted and there'll be a lot more options because of this silicon diversity and this interconnect diversity that we're just starting to see. >> Yeah, David. David Nicholson's got a graphic on that. They're going to show later. Before we do that, I want to introduce some data. I actually want to ask Keith to comment on this before we, you know, go on. This next slide is some data from ETR that shows the percent of customers that cited difficulty procuring hardware. And you can see the red is they had significant issues and it's most pronounced in laptops and networking hardware on the far right-hand side, but virtually all categories, firewalls, peripheral servers, storage are having moderately difficult procurement issues. That's the sort of pinkish or significant challenges. So Keith, I mean, what are you seeing with your customers in the hardware supply chains and bottlenecks? And you know we're seeing it with automobiles and appliances but so it goes beyond IT. The semiconductor, you know, challenges. What's been the impact on the buyer community and society and do you have any sense as to when it will subside? >> You know, I was just asked this question yesterday and I'm feeling the pain. People question, kind of a side project within the CTO advisor, we built a hybrid infrastructure, traditional IT data center that we're walking with the traditional customer and modernizing that data center. So it was, you know, kind of a snapshot of time in 2016, 2017, 10 gigabit, ARISTA switches, some older Dell's 730 XD switches, you know, speeds and feeds. And we said we would modern that with the latest Intel stack and connected to the public cloud and then the pandemic hit and we are experiencing a lot of the same challenges. I thought we'd easily migrate from 10 gig networking to 25 gig networking path that customers are going on. The 10 gig network switches that I bought used are now double the price because you can't get legacy 10 gig network switches because all of the manufacturers are focusing on the more profitable 25 gig for capacity, even the 25 gig switches. And we're focused on networking right now. It's hard to procure. We're talking about nine to 12 months or more lead time. So we're seeing customers adjust by adopting cloud. But if you remember early on in the pandemic, Microsoft Azure kind of gated customers that didn't have a capacity agreement. So customers are keeping an eye on that. There's a desire to abstract away from the underlying vendor to be able to control or provision your IT services in a way that we do with VMware VP or some other virtualization technology where it doesn't matter who can get me the hardware, they can just get me the hardware because it's critically impacting projects and timelines. >> So that's a great setup Zeus for you with Keith mentioned the earlier the software-defined data center with software-defined networking and cloud. Do you see a day where networking hardware is monetized and it's all about the software, or are we there already? >> No, we're not there already. And I don't see that really happening any time in the near future. I do think it's changed though. And just to be clear, I mean, when you look at that data, this is saying customers have had problems procuring the equipment, right? And there's not a network vendor out there. I've talked to Norman Rice at Extreme, and I've talked to the folks at Cisco and ARISTA about this. They all said they could have had blowout quarters had they had the inventory to ship. So it's not like customers aren't buying this anymore. Right? I do think though, when it comes to networking network has certainly changed some because there's a lot more controls as I mentioned before that you can do in software. And I think the customers need to start thinking about the types of hardware they buy and you know, where they're going to use it and, you know, what its purpose is. Because I've talked to customers that have tried to run software and commodity hardware and where the performance requirements are very high and it's bogged down, right? It just doesn't have the horsepower to run it. And, you know, even when you do that, you have to start thinking of the components you use. The NICs you buy. And I've talked to customers that have simply just gone through the process replacing a NIC card and a commodity box and had some performance problems and, you know, things like that. So if agility is more important than performance, then by all means try running software on commodity hardware. I think that works in some cases. If performance though is more important, that's when you need that kind of turnkey hardware system. And I've actually seen more and more customers reverting back to that model. In fact, when you talk to even some startups I think today about when they come to market, they're delivering things more on appliances because that's what customers want. And so there's this kind of app pivot this pendulum of agility and performance. And if performance absolutely matters, that's when you do need to buy these kind of turnkey, prebuilt hardware systems. If agility matters more, that's when you can go more to software, but the underlying hardware still does matter. So I think, you know, will we ever have a day where you can just run it on whatever hardware? Maybe but I'll long be retired by that point. So I don't care. >> Well, you bring up a good point Zeus. And I remember the early days of cloud, the narrative was, oh, the cloud vendors. They don't use EMC storage, they just run on commodity storage. And then of course, low and behold, you know, they've trot out James Hamilton to talk about all the custom hardware that they were building. And you saw Google and Microsoft follow suit. >> Well, (indistinct) been falling for this forever. Right? And I mean, all the way back to the turn of the century, we were calling for the commodity of hardware. And it's never really happened because you can still drive. As long as you can drive innovation into it, customers will always lean towards the innovation cycles 'cause they get more features faster and things. And so the vendors have done a good job of keeping that cycle up but it'll be a long time before. >> Yeah, and that's why you see companies like Pure Storage. A storage company has 69% gross margins. All right. I want to go jump ahead. We're going to bring up the slide four. I want to go back to something that Bob O'Donnell was talking about, the sort of supporting act. The diversity of silicon and we've marched to the cadence of Moore's law for decades. You know, we asked, you know, is Moore's law dead? We say it's moderating. Dave Nicholson. You want to talk about those supporting components. And you shared with us a slide that shift. You call it a shift from a processor-centric world to a connect-centric world. What do you mean by that? And let's bring up slide four and you can talk to that. >> Yeah, yeah. So first, I want to echo this sentiment that the question does hardware matter is sort of the answer is of course it matters. Maybe the real question should be, should you care about it? And the answer to that is it depends who you are. If you're an end user using an application on your mobile device, maybe you don't care how the architecture is put together. You just care that the service is delivered but as you back away from that and you get closer and closer to the source, someone needs to care about the hardware and it should matter. Why? Because essentially what hardware is doing is it's consuming electricity and dollars and the more efficiently you can configure hardware, the more bang you're going to get for your buck. So it's not only a quantitative question in terms of how much can you deliver? But it also ends up being a qualitative change as capabilities allow for things we couldn't do before, because we just didn't have the aggregate horsepower to do it. So this chart actually comes out of some performance tests that were done. So it happens to be Dell servers with Broadcom components. And the point here was to peel back, you know, peel off the top of the server and look at what's in that server, starting with, you know, the PCI interconnect. So PCIE gen three, gen four, moving forward. What are the effects on from an interconnect versus on performance application performance, translating into new orders per minute, processed per dollar, et cetera, et cetera? If you look at the advances in CPU architecture mapped against the advances in interconnect and storage subsystem performance, you can see that CPU architecture is sort of lagging behind in a way. And Bob mentioned this idea of tiling and all of the different ways to get around that. When we do performance testing, we can actually peg CPUs, just running the performance tests without any actual database environments working. So right now we're at this sort of imbalance point where you have to make sure you design things properly to get the most bang per kilowatt hour of power per dollar input. So the key thing here what this is highlighting is just as a very specific example, you take a card that's designed as a gen three PCIE device, and you plug it into a gen four slot. Now the card is the bottleneck. You plug a gen four card into a gen four slot. Now the gen four slot is the bottleneck. So we're constantly chasing these bottlenecks. Someone has to be focused on that from an architectural perspective, it's critically important. So there's no question that it matters. But of course, various people in this food chain won't care where it comes from. I guess a good analogy might be, where does our food come from? If I get a steak, it's a pink thing wrapped in plastic, right? Well, there are a lot of inputs that a lot of people have to care about to get that to me. Do I care about all of those things? No. Are they important? They're critically important. >> So, okay. So all I want to get to the, okay. So what does this all mean to customers? And so what I'm hearing from you is to balance a system it's becoming, you know, more complicated. And I kind of been waiting for this day for a long time, because as we all know the bottleneck was always the spinning disc, the last mechanical. So people who wrote software knew that when they were doing it right, the disc had to go and do stuff. And so they were doing other things in the software. And now with all these new interconnects and flash and things like you could do atomic rights. And so that opens up new software possibilities and combine that with alternative processes. But what's the so what on this to the customer and the application impact? Can anybody address that? >> Yeah, let me address that for a moment. I want to leverage some of the things that Bob said, Keith said, Zeus said, and David said, yeah. So I'm a bit of a contrarian in some of this. For example, on the chip side. As the chips get smaller, 14 nanometer, 10 nanometer, five nanometer, soon three nanometer, we talk about more cores, but the biggest problem on the chip is the interconnect from the chip 'cause the wires get smaller. People don't realize in 2004 the latency on those wires in the chips was 80 picoseconds. Today it's 1300 picoseconds. That's on the chip. This is why they're not getting faster. So we maybe getting a little bit slowing down in Moore's law. But even as we kind of conquer that you still have the interconnect problem and the interconnect problem goes beyond the chip. It goes within the system, composable architectures. It goes to the point where Keith made, ultimately you need a hybrid because what we're seeing, what I'm seeing and I'm talking to customers, the biggest issue they have is moving data. Whether it be in a chip, in a system, in a data center, between data centers, moving data is now the biggest gating item in performance. So if you want to move it from, let's say your transactional database to your machine learning, it's the bottleneck, it's moving the data. And so when you look at it from a distributed environment, now you've got to move the compute to the data. The only way to get around these bottlenecks today is to spend less time in trying to move the data and more time in taking the compute, the software, running on hardware closer to the data. Go ahead. >> So is this what you mean when Nicholson was talking about a shift from a processor centric world to a connectivity centric world? You're talking about moving the bits across all the different components, not having the processor you're saying is essentially becoming the bottleneck or the memory, I guess. >> Well, that's one of them and there's a lot of different bottlenecks, but it's the data movement itself. It's moving away from, wait, why do we need to move the data? Can we move the compute, the processing closer to the data? Because if we keep them separate and this has been a trend now where people are moving processing away from it. It's like the edge. I think it was Zeus or David. You were talking about the edge earlier. As you look at the edge, who defines the edge, right? Is the edge a closet or is it a sensor? If it's a sensor, how do you do AI at the edge? When you don't have enough power, you don't have enough computable. People were inventing chips to do that. To do all that at the edge, to do AI within the sensor, instead of moving the data to a data center or a cloud to do the processing. Because the lag in latency is always limited by speed of light. How fast can you move the electrons? And all this interconnecting, all the processing, and all the improvement we're seeing in the PCIE bus from three, to four, to five, to CXL, to a higher bandwidth on the network. And that's all great but none of that deals with the speed of light latency. And that's an-- Go ahead. >> You know Marc, no, I just want to just because what you're referring to could be looked at at a macro level, which I think is what you're describing. You can also look at it at a more micro level from a systems design perspective, right? I'm going to be the resident knuckle dragging hardware guy on the panel today. But it's exactly right. You moving compute closer to data includes concepts like peripheral cards that have built in intelligence, right? So again, in some of this testing that I'm referring to, we saw dramatic improvements when you basically took the horsepower instead of using the CPU horsepower for the like IO. Now you have essentially offload engines in the form of storage controllers, rate controllers, of course, for ethernet NICs, smart NICs. And so when you can have these sort of offload engines and we've gone through these waves over time. People think, well, wait a minute, raid controller and NVMe? You know, flash storage devices. Does that make sense? It turns out it does. Why? Because you're actually at a micro level doing exactly what you're referring to. You're bringing compute closer to the data. Now, closer to the data meaning closer to the data storage subsystem. It doesn't solve the macro issue that you're referring to but it is important. Again, going back to this idea of system design optimization, always chasing the bottleneck, plugging the holes. Someone needs to do that in this value chain in order to get the best value for every kilowatt hour of power and every dollar. >> Yeah. >> Well this whole drive performance has created some really interesting architectural designs, right? Like Nickelson, the rise of the DPU right? Brings more processing power into systems that already had a lot of processing power. There's also been some really interesting, you know, kind of innovation in the area of systems architecture too. If you look at the way Nvidia goes to market, their drive kit is a prebuilt piece of hardware, you know, optimized for self-driving cars, right? They partnered with Pure Storage and ARISTA to build that AI-ready infrastructure. I remember when I talked to Charlie Giancarlo, the CEO of Pure about when the three companies rolled that out. He said, "Look, if you're going to do AI, "you need good store. "You need fast storage, fast processor and fast network." And so for customers to be able to put that together themselves was very, very difficult. There's a lot of software that needs tuning as well. So the three companies partner together to create a fully integrated turnkey hardware system with a bunch of optimized software that runs on it. And so in that case, in some ways the hardware was leading the software innovation. And so, the variety of different architectures we have today around hardware has really exploded. And I think it, part of the what Bob brought up at the beginning about the different chip design. >> Yeah, Bob talked about that earlier. Bob, I mean, most AI today is modeling, you know, and a lot of that's done in the cloud and it looks from my standpoint anyway that the future is going to be a lot of AI inferencing at the edge. And that's a radically different architecture, Bob, isn't it? >> It is, it's a completely different architecture. And just to follow up on a couple points, excellent conversation guys. Dave talked about system architecture and really this that's what this boils down to, right? But it's looking at architecture at every level. I was talking about the individual different components the new interconnect methods. There's this new thing called UCIE universal connection. I forget what it stands answer for, but it's a mechanism for doing chiplet architectures, but then again, you have to take it up to the system level, 'cause it's all fine and good. If you have this SOC that's tuned and optimized, but it has to talk to the rest of the system. And that's where you see other issues. And you've seen things like CXL and other interconnect standards, you know, and nobody likes to talk about interconnect 'cause it's really wonky and really technical and not that sexy, but at the end of the day it's incredibly important exactly. To the other points that were being raised like mark raised, for example, about getting that compute closer to where the data is and that's where again, a diversity of chip architectures help and exactly to your last comment there Dave, putting that ability in an edge device is really at the cutting edge of what we're seeing on a semiconductor design and the ability to, for example, maybe it's an FPGA, maybe it's a dedicated AI chip. It's another kind of chip architecture that's being created to do that inferencing on the edge. Because again, it's that the cost and the challenges of moving lots of data, whether it be from say a smartphone to a cloud-based application or whether it be from a private network to a cloud or any other kinds of permutations we can think of really matters. And the other thing is we're tackling bigger problems. So architecturally, not even just architecturally within a system, but when we think about DPUs and the sort of the east west data center movement conversation that we hear Nvidia and others talk about, it's about combining multiple sets of these systems to function together more efficiently again with even bigger sets of data. So really is about tackling where the processing is needed, having the interconnect and the ability to get where the data you need to the right place at the right time. And because those needs are diversifying, we're just going to continue to see an explosion of different choices and options, which is going to make hardware even more essential I would argue than it is today. And so I think what we're going to see not only does hardware matter, it's going to matter even more in the future than it does now. >> Great, yeah. Great discussion, guys. I want to bring Keith back into the conversation here. Keith, if your main expertise in tech is provisioning LUNs, you probably you want to look for another job. So maybe clearly hardware matters, but with software defined everything, do people with hardware expertise matter outside of for instance, component manufacturers or cloud companies? I mean, VMware certainly changed the dynamic in servers. Dell just spun off its most profitable asset and VMware. So it obviously thinks hardware can stand alone. How does an enterprise architect view the shift to software defined hyperscale cloud and how do you see the shifting demand for skills in enterprise IT? >> So I love the question and I'll take a different view of it. If you're a data analyst and your primary value add is that you do ETL transformation, talk to a CDO, a chief data officer over midsize bank a little bit ago. He said 80% of his data scientists' time is done on ETL. Super not value ad. He wants his data scientists to do data science work. Chances are if your only value is that you do LUN provisioning, then you probably don't have a job now. The technologies have gotten much more intelligent. As infrastructure pros, we want to give infrastructure pros the opportunities to shine and I think the software defined nature and the automation that we're seeing vendors undertake, whether it's Dell, HP, Lenovo take your pick that Pure Storage, NetApp that are doing the automation and the ML needed so that these practitioners don't spend 80% of their time doing LUN provisioning and focusing on their true expertise, which is ensuring that data is stored. Data is retrievable, data's protected, et cetera. I think the shift is to focus on that part of the job that you're ensuring no matter where the data's at, because as my data is spread across the enterprise hybrid different types, you know, Dave, you talk about the super cloud a lot. If my data is in the super cloud, protecting that data and securing that data becomes much more complicated when than when it was me just procuring or provisioning LUNs. So when you say, where should the shift be, or look be, you know, focusing on the real value, which is making sure that customers can access data, can recover data, can get data at performance levels that they need within the price point. They need to get at those datasets and where they need it. We talked a lot about where they need out. One last point about this interconnecting. I have this vision and I think we all do of composable infrastructure. This idea that scaled out does not solve every problem. The cloud can give me infinite scale out. Sometimes I just need a single OS with 64 terabytes of RAM and 204 GPUs or GPU instances that single OS does not exist today. And the opportunity is to create composable infrastructure so that we solve a lot of these problems that just simply don't scale out. >> You know, wow. So many interesting points there. I had just interviewed Zhamak Dehghani, who's the founder of Data Mesh last week. And she made a really interesting point. She said, "Think about, we have separate stacks. "We have an application stack and we have "a data pipeline stack and the transaction systems, "the transaction database, we extract data from that," to your point, "We ETL it in, you know, it takes forever. "And then we have this separate sort of data stack." If we're going to inject more intelligence and data and AI into applications, those two stacks, her contention is they have to come together. And when you think about, you know, super cloud bringing compute to data, that was what Haduck was supposed to be. It ended up all sort of going into a central location, but it's almost a rhetorical question. I mean, it seems that that necessitates new thinking around hardware architectures as it kind of everything's the edge. And the other point is to your point, Keith, it's really hard to secure that. So when you can think about offloads, right, you've heard the stats, you know, Nvidia talks about it. Broadcom talks about it that, you know, that 30%, 25 to 30% of the CPU cycles are wasted on doing things like storage offloads, or networking or security. It seems like maybe Zeus you have a comment on this. It seems like new architectures need to come other to support, you know, all of that stuff that Keith and I just dispute. >> Yeah, and by the way, I do want to Keith, the question you just asked. Keith, it's the point I made at the beginning too about engineers do need to be more software-centric, right? They do need to have better software skills. In fact, I remember talking to Cisco about this last year when they surveyed their engineer base, only about a third of 'em had ever made an API call, which you know that that kind of shows this big skillset change, you know, that has to come. But on the point of architectures, I think the big change here is edge because it brings in distributed compute models. Historically, when you think about compute, even with multi-cloud, we never really had multi-cloud. We'd use multiple centralized clouds, but compute was always centralized, right? It was in a branch office, in a data center, in a cloud. With edge what we creates is the rise of distributed computing where we'll have an application that actually accesses different resources and at different edge locations. And I think Marc, you were talking about this, like the edge could be in your IoT device. It could be your campus edge. It could be cellular edge, it could be your car, right? And so we need to start thinkin' about how our applications interact with all those different parts of that edge ecosystem, you know, to create a single experience. The consumer apps, a lot of consumer apps largely works that way. If you think of like app like Uber, right? It pulls in information from all kinds of different edge application, edge services. And, you know, it creates pretty cool experience. We're just starting to get to that point in the business world now. There's a lot of security implications and things like that, but I do think it drives more architectural decisions to be made about how I deploy what data where and where I do my processing, where I do my AI and things like that. It actually makes the world more complicated. In some ways we can do so much more with it, but I think it does drive us more towards turnkey systems, at least initially in order to, you know, ensure performance and security. >> Right. Marc, I wanted to go to you. You had indicated to me that you wanted to chat about this a little bit. You've written quite a bit about the integration of hardware and software. You know, we've watched Oracle's move from, you know, buying Sun and then basically using that in a highly differentiated approach. Engineered systems. What's your take on all that? I know you also have some thoughts on the shift from CapEx to OPEX chime in on that. >> Sure. When you look at it, there are advantages to having one vendor who has the software and hardware. They can synergistically make them work together that you can't do in a commodity basis. If you own the software and somebody else has the hardware, I'll give you an example would be Oracle. As you talked about with their exit data platform, they literally are leveraging microcode in the Intel chips. And now in AMD chips and all the way down to Optane, they make basically AMD database servers work with Optane memory PMM in their storage systems, not MVME, SSD PMM. I'm talking about the cards itself. So there are advantages you can take advantage of if you own the stack, as you were putting out earlier, Dave, of both the software and the hardware. Okay, that's great. But on the other side of that, that tends to give you better performance, but it tends to cost a little more. On the commodity side it costs less but you get less performance. What Zeus had said earlier, it depends where you're running your application. How much performance do you need? What kind of performance do you need? One of the things about moving to the edge and I'll get to the OPEX CapEx in a second. One of the issues about moving to the edge is what kind of processing do you need? If you're running in a CCTV camera on top of a traffic light, how much power do you have? How much cooling do you have that you can run this? And more importantly, do you have to take the data you're getting and move it somewhere else and get processed and the information is sent back? I mean, there are companies out there like Brain Chip that have developed AI chips that can run on the sensor without a CPU. Without any additional memory. So, I mean, there's innovation going on to deal with this question of data movement. There's companies out there like Tachyon that are combining GPUs, CPUs, and DPUs in a single chip. Think of it as super composable architecture. They're looking at being able to do more in less. On the OPEX and CapEx issue. >> Hold that thought, hold that thought on the OPEX CapEx, 'cause we're running out of time and maybe you can wrap on that. I just wanted to pick up on something you said about the integrated hardware software. I mean, other than the fact that, you know, Michael Dell unlocked whatever $40 billion for himself and Silverlake, I was always a fan of a spin in with VMware basically become the Oracle of hardware. Now I know it would've been a nightmare for the ecosystem and culturally, they probably would've had a VMware brain drain, but what does anybody have any thoughts on that as a sort of a thought exercise? I was always a fan of that on paper. >> I got to eat a little crow. I did not like the Dale VMware acquisition for the industry in general. And I think it hurt the industry in general, HPE, Cisco walked away a little bit from that VMware relationship. But when I talked to customers, they loved it. You know, I got to be honest. They absolutely loved the integration. The VxRail, VxRack solution exploded. Nutanix became kind of a afterthought when it came to competing. So that spin in, when we talk about the ability to innovate and the ability to create solutions that you just simply can't create because you don't have the full stack. Dell was well positioned to do that with a potential span in of VMware. >> Yeah, we're going to be-- Go ahead please. >> Yeah, in fact, I think you're right, Keith, it was terrible for the industry. Great for Dell. And I remember talking to Chad Sakac when he was running, you know, VCE, which became Rack and Rail, their ability to stay in lockstep with what VMware was doing. What was the number one workload running on hyperconverged forever? It was VMware. So their ability to remain in lockstep with VMware gave them a huge competitive advantage. And Dell came out of nowhere in, you know, the hyper-converged market and just started taking share because of that relationship. So, you know, this sort I guess it's, you know, from a Dell perspective I thought it gave them a pretty big advantage that they didn't really exploit across their other properties, right? Networking and service and things like they could have given the dominance that VMware had. From an industry perspective though, I do think it's better to have them be coupled. So. >> I agree. I mean, they could. I think they could have dominated in super cloud and maybe they would become the next Oracle where everybody hates 'em, but they kick ass. But guys. We got to wrap up here. And so what I'm going to ask you is I'm going to go and reverse the order this time, you know, big takeaways from this conversation today, which guys by the way, I can't thank you enough phenomenal insights, but big takeaways, any final thoughts, any research that you're working on that you want highlight or you know, what you look for in the future? Try to keep it brief. We'll go in reverse order. Maybe Marc, you could start us off please. >> Sure, on the research front, I'm working on a total cost of ownership of an integrated database analytics machine learning versus separate services. On the other aspect that I would wanted to chat about real quickly, OPEX versus CapEx, the cloud changed the market perception of hardware in the sense that you can use hardware or buy hardware like you do software. As you use it, pay for what you use in arrears. The good thing about that is you're only paying for what you use, period. You're not for what you don't use. I mean, it's compute time, everything else. The bad side about that is you have no predictability in your bill. It's elastic, but every user I've talked to says every month it's different. And from a budgeting perspective, it's very hard to set up your budget year to year and it's causing a lot of nightmares. So it's just something to be aware of. From a CapEx perspective, you have no more CapEx if you're using that kind of base system but you lose a certain amount of control as well. So ultimately that's some of the issues. But my biggest point, my biggest takeaway from this is the biggest issue right now that everybody I talk to in some shape or form it comes down to data movement whether it be ETLs that you talked about Keith or other aspects moving it between hybrid locations, moving it within a system, moving it within a chip. All those are key issues. >> Great, thank you. Okay, CTO advisor, give us your final thoughts. >> All right. Really, really great commentary. Again, I'm going to point back to us taking the walk that our customers are taking, which is trying to do this conversion of all primary data center to a hybrid of which I have this hard earned philosophy that enterprise IT is additive. When we add a service, we rarely subtract a service. So the landscape and service area what we support has to grow. So our research focuses on taking that walk. We are taking a monolithic application, decomposing that to containers, and putting that in a public cloud, and connecting that back private data center and telling that story and walking that walk with our customers. This has been a super enlightening panel. >> Yeah, thank you. Real, real different world coming. David Nicholson, please. >> You know, it really hearkens back to the beginning of the conversation. You talked about momentum in the direction of cloud. I'm sort of spending my time under the hood, getting grease under my fingernails, focusing on where still the lions share of spend will be in coming years, which is OnPrem. And then of course, obviously data center infrastructure for cloud but really diving under the covers and helping folks understand the ramifications of movement between generations of CPU architecture. I know we all know Sapphire Rapids pushed into the future. When's the next Intel release coming? Who knows? We think, you know, in 2023. There have been a lot of people standing by from a practitioner's standpoint asking, well, what do I do between now and then? Does it make sense to upgrade bits and pieces of hardware or go from a last generation to a current generation when we know the next generation is coming? And so I've been very, very focused on looking at how these connectivity components like rate controllers and NICs. I know it's not as sexy as talking about cloud but just how these opponents completely change the game and actually can justify movement from say a 14th-generation architecture to a 15th-generation architecture today, even though gen 16 is coming, let's say 12 months from now. So that's where I am. Keep my phone number in the Rolodex. I literally reference Rolodex intentionally because like I said, I'm in there under the hood and it's not as sexy. But yeah, so that's what I'm focused on Dave. >> Well, you know, to paraphrase it, maybe derivative paraphrase of, you know, Larry Ellison's rant on what is cloud? It's operating systems and databases, et cetera. Rate controllers and NICs live inside of clouds. All right. You know, one of the reasons I love working with you guys is 'cause have such a wide observation space and Zeus Kerravala you, of all people, you know you have your fingers in a lot of pies. So give us your final thoughts. >> Yeah, I'm not a propeller heady as my chip counterparts here. (all laugh) So, you know, I look at the world a little differently and a lot of my research I'm doing now is the impact that distributed computing has on customer employee experiences, right? You talk to every business and how the experiences they deliver to their customers is really differentiating how they go to market. And so they're looking at these different ways of feeding up data and analytics and things like that in different places. And I think this is going to have a really profound impact on enterprise IT architecture. We're putting more data, more compute in more places all the way down to like little micro edges and retailers and things like that. And so we need the variety. Historically, if you think back to when I was in IT you know, pre-Y2K, we didn't have a lot of choice in things, right? We had a server that was rack mount or standup, right? And there wasn't a whole lot of, you know, differences in choice. But today we can deploy, you know, these really high-performance compute systems on little blades inside servers or inside, you know, autonomous vehicles and things. I think the world from here gets... You know, just the choice of what we have and the way hardware and software works together is really going to, I think, change the world the way we do things. We're already seeing that, like I said, in the consumer world, right? There's so many things you can do from, you know, smart home perspective, you know, natural language processing, stuff like that. And it's starting to hit businesses now. So just wait and watch the next five years. >> Yeah, totally. The computing power at the edge is just going to be mind blowing. >> It's unbelievable what you can do at the edge. >> Yeah, yeah. Hey Z, I just want to say that we know you're not a propeller head and I for one would like to thank you for having your master's thesis hanging on the wall behind you 'cause we know that you studied basket weaving. >> I was actually a physics math major, so. >> Good man. Another math major. All right, Bob O'Donnell, you're going to bring us home. I mean, we've seen the importance of semiconductors and silicon in our everyday lives, but your last thoughts please. >> Sure and just to clarify, by the way I was a great books major and this was actually for my final paper. And so I was like philosophy and all that kind of stuff and literature but I still somehow got into tech. Look, it's been a great conversation and I want to pick up a little bit on a comment Zeus made, which is this it's the combination of the hardware and the software and coming together and the manner with which that needs to happen, I think is critically important. And the other thing is because of the diversity of the chip architectures and all those different pieces and elements, it's going to be how software tools evolve to adapt to that new world. So I look at things like what Intel's trying to do with oneAPI. You know, what Nvidia has done with CUDA. What other platform companies are trying to create tools that allow them to leverage the hardware, but also embrace the variety of hardware that is there. And so as those software development environments and software development tools evolve to take advantage of these new capabilities, that's going to open up a lot of interesting opportunities that can leverage all these new chip architectures. That can leverage all these new interconnects. That can leverage all these new system architectures and figure out ways to make that all happen, I think is going to be critically important. And then finally, I'll mention the research I'm actually currently working on is on private 5g and how companies are thinking about deploying private 5g and the potential for edge applications for that. So I'm doing a survey of several hundred us companies as we speak and really looking forward to getting that done in the next couple of weeks. >> Yeah, look forward to that. Guys, again, thank you so much. Outstanding conversation. Anybody going to be at Dell tech world in a couple of weeks? Bob's going to be there. Dave Nicholson. Well drinks on me and guys I really can't thank you enough for the insights and your participation today. Really appreciate it. Okay, and thank you for watching this special power panel episode of theCube Insights powered by ETR. Remember we publish each week on Siliconangle.com and wikibon.com. All these episodes they're available as podcasts. DM me or any of these guys. I'm at DVellante. You can email me at David.Vellante@siliconangle.com. Check out etr.ai for all the data. This is Dave Vellante. We'll see you next time. (upbeat music)

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital experience Brought to you by Dell Technologies. Hello, everyone. And welcome back to the cubes Coverage of Del Tech World 2020. With me is Jeff Boudreau, the president general manager of Infrastructure Solutions group Deltek. Jeff, always good to see you, my friend. How you doing? >>Good. Good to see you. >>I wish we were hanging out a Sox game or a pat's game, but, uh, I guess this will dio But, you know, it was about a year ago when you took over leadership of I s G. I actually had way had that sort of brief conversation. You were in the room with Jeff Clark. I thought it was a great, great choice. How you doing? How you feeling Any sort of key moments the past 12 months that you you feel like sharing? >>Sure. So I first I want to say, I do remember that about a year ago. So thank you for reminding me. Yeah, it's, uh it's been a very interesting year, right? It's been it's been one year. It was in September was one year since I took over I s G. But I'm feeling great. So thank you for asking. I hope you're doing the same. And I'm really optimistic about where we are and where we're heading. Aziz, you know, it's been an extremely challenging year in a very unpredictable year, as we've all experienced. And I'd say for the, you know, the first part of the year, especially starting in March on I've been really focused on the health and safety of our, you know, the families, our customers and our team members of the team on a lot of it's been shifting, you know, in regards to helping our customers around, you know, work from home or education and learn from home. And, you know, during all this time, though, I'll tell you, as a team, we've accomplished a lot. There's a handful of things that I'm very proud of, you know, first and foremost, that states around the customer experience we have delivered on our best quality in our product. NPS scores in our entire history. So something I'm extremely proud of during this time around our innovation and innovation engine, we part of the entire portfolio which you're well aware of. We had nine launches in nine weeks back in that May in June. Timeframe. So something I'm really proud of the team on, uh, on. Then last, I'd say it's around the team and right, we shifted about 90% of our workforce from the office tow home, you know, from an engineering team. That could be, you know, 85% of my team is engineers and writing code. And so, you know, people were concerned about that. But we didn't skip a beat, so, you know, pretty impressed by the team and what they've done there. So, you know, the strategy remains unchanged. Uh, you know, we're focused on our customers integrating across the entire portfolio and the businesses like VM ware and really focused on getting share. So despite all the uncertainty in the market, I'm pretty pleased with the team and everything that's been going on. So uh, yeah, it's it's been it's been an interesting year, but it's really great. I'm really optimistic about what we have in front of us. >>Yeah, I mean, there's not much you could do a control about the macro condition on it, you know it. Z dealt to us and we have to deal with it. I mean, in your space. It's the sort of countervailing things here one is. Look, you're not selling laptops and endpoint security. That's not your business right in the data center. Eso. But the flip side of that is you mentioned your portfolio refresh. You know, things like Power Store. You got product cycles now kicking in. So that could be, you know, a buffer. What are you seeing with Power Store and what's the uptake look like? They're >>sure. Well, specifically, let me take a step back and the regards the portfolio. So first, you know, the portfolio itself is a direct reflection in the feedback from all our partners and our customers over the last couple of years on Day two, ramp up that innovation. I spent a lot of time in the last few years simplifying under the power brands, which you're well aware of, right? So we had a lot of for a legacy EMC and Legacy dollars. Really? How do we simplify under a set of brands really over delivering innovation on a fewer set of products that really accelerating in exceeding customer needs? And we did that across the board. So from power edge servers, you know, power Max, the high end storage, the Powerball, all that we didn't hear one. And just most recently. And, you know, it's part of the big launches. We had power scale. We have power flex for software to find. And, of course, the new flagship offer for the mid range, which is power store. Um, Specifically, the policy of the momentum has been building since our launch back in May. And the feedback from our partners and our customers has been fantastic. And we've had a lot of big wins against, you know, a lot of a lot of our core competitors. A couple examples one is Arrow Electronics SAA, Fortune 500 Global Elektronik supplier. They leverage power Store to provide, you know, basically both, you know, enterprise computing and storage needs for their for their broader bases around the world on there, really taking advantage of the 41 data reduction, really helping them simplify their capacity planning and really improve operational efficiencies specifically without impacting performance. So it's it's one. We're given the data reductions, but there's no impact on performance, which is a huge value proffer for arrow another big customers tickets and write a global law firm on their reporting to us that over 90 they've had a 90% reduction in their rack space, and they've had over five times two performance over a core competitors storage systems azi. They've deployed power store around the world, really, and it's really been helping them. Thio easily migrate workloads across, so the feedback from the customers and partners has been extremely positive. Um, there really citing benefits around the architecture, the flexibility architecture around the micro services, the containers they're loving, the D M or integration. They're loving the height of the predictable data reduction capabilities in line with in line performance or no performance penalties with data efficiencies, the workload support, I'd say the other big things around the anytime upgrades is another big thing that customers we're really talking about so very excited and optimistic in regards as we continue to re empower store the second half of the year into next year really is the full full year for power store. >>So can I ask you about that? That in line data reduction with no performance hit is that new ipe? I mean, you're not doing some kind of batch data reduction, right? >>No, it's It's new, I p. It's all patented. We've actually done a lot of work in regards to our technologies. There's some of the things we talk about GPS and deep use and smart Knicks and things like that. We've used some offload engines to help with that. So between the software and the hardware, we've had leverage new I. P. So we can actually provide that predictable data reduction. But right with the performance customers need, So we're not gonna have a trade off in regards. You get more efficiencies and less performance or more performance and less efficiency. >>That's interesting. Yeah, when I talked to the chip guys, they talk about this sort of the storage offloads and other offloads we're seeing. These alternative processors really start to hit the market videos. The obvious one. But you're seeing others. Aziz. Well, you're really it sounds like you're taking advantage of that. >>Yeah, it's a huge benefit. I mean, we should, you know, with our partners, if it's Intel's and in videos and folks like that broad comes, it's really leveraging the great innovation that they do, plus our innovation. So if you know the sum of the parts, can you know equal Mauritz a benefit to our customers in the other day? That's what it's all about. >>So it sounds like Cove. It hasn't changed your strategy. I was talking toe Dennis Hoffman and he was saying, Look, you know, fundamentally, we're executing on the same strategy. You know, tactically, there's things that we do differently. But what's your summarize your strategy coming in tow 2021. You know, we're still early in this decade. What are you seeing is the trends that you're trying to take advantage of? What do you excited about? Maybe some things that keep you up at night? >>Yeah, so I'd say, you know, I'll stay with what Dennis said. You know, it's our strategy is not changing its a company. You probably got that from Michael and from job, obviously, Dennis just recently. But for me, it's a two pronged approach. One's all about winning the consolidation in the core infrastructure markets that we could just paid in today. So I think Service Storage Network, we're already clear leader across all those segments that we serve in our you know, we'll continue to innovate within our existing product categories. And you saw that with the nine launches in the nine weeks in my point on that one is we're gonna always make sure that we have best debris offers. If it's a three tier, two tier or converge or hyper converged offer, we wanna make sure that we serve that and have the best innovation possible. In addition to that, though, the secondary piece of the strategy really is around. How do we differentiate value across or innovating across I S G? You know, Dell Technologies and even the broader ecosystems and some of the examples I'll give you right now that we're doing is if you think about innovating across icy, that's all about providing improved customer experience, a set of solutions and offers that really helped simplify customer operations, right? And really give them better T CEOs or better. S L. A. An example of something like that's cloud like it's a SAS based off of that we have. That really helps provide great insights and telemetry to our customers. That helps them simplify their I T operations, and it's a major step forward towards, you know, autonomous infrastructure which is really what they're asking for. Customers of a very happy with the work we've done around Day one, you know, faster, time to value. But now it's like Day two and beyond. How do you really helped me Kinda accelerate the operations and really take that away from a three other big pieces innovating across all technologies. And you know, we do this with VM Ware now live today, and that's just writing. So things like VX rail is an example where we work together and where the clear leader in H C I. Things like Delta Cloud Uh, when we built in V M V C F A, B, M or cloud foundation in Tan Xue delivering an industry leading hybrid cloud platform just recently a VM world. I'm sure you heard about it, but Project Monterey was just announced, and that's an effort we're doing with VM Ware and some other partners. They're really about the next generation of infrastructure. Um, you know, I guess taking it up a notch out of the infrastructure and I've g phase, you know, some of the areas that we're gonna be looking at the end to end solutions to help our customers around six key areas. I'm sure John Rose talking about the past, but things like cloud Edge five g A i m l data management security. So those will be the big things. You'll see us lean into a Z strategies consistent. Some big themes that you'll see us lean into going into next year. >>Yeah, I mean, it is consistent, right? You guys have always tried to ride the waves, vector your portfolio into those waves and add value. I'm particularly impressed with your focus on customer experience, and I think that's a huge deal. You know, in the past, a lot of companies yours included your predecessor. You see, Hey, throwing so many products at me, I can't I don't understand the portfolio. So I mean, focusing on that I think is huge right now because people want that experience, you know, to be mawr cloudlike. And that's that's what you got to deliver. What about any news from from Dell Tech world? Any any announcements that you you wanna highlight that we could talk about? >>Sure. And actually, just touching back on the point you had no about the simplification that is a major 10 of my in regards the organization. So there's three key components that I drive once around customer focus, and that's keeping customers first and foremost. And everything we do to is around axillary that innovation. Engine three is really bringing everything together as one team. So we provide a better outcome to our customers. You know, in that simplification after that you talk about is court toe what we're driving. So I want to do less things, I guess better in the notion of how we do that. What that means to me is, as I make decisions that want to move away from other technologies and really leverage our best of breed type shared type, that's technology. I p people I p I can, you know, e can exceed customer needs in those markets that were serving. So it's actually allows me to x Sorry, my innovation engine, because I shift more and more resource is onto the newer stock now for Del Tech world. Yes, We got some cool stuff coming. You probably heard about a few of them. Uh, we're gonna be announcing a project project Apex. Hopefully you've been briefed on that already. This isn't new news or I'll be in trouble. But that's really around. Our strategy about delivering, simple, consistent as a service experiences for our customers bringing together are dealt technology as a service offering and our cloud strategy together. Onda also our technology offerings in our go to market all under a single unified effort, which Ellison do would be leading. Um, you know, on behalf of our executive leadership team s, that's one big area. And there is also another big one that I'll talk about a sui expand our as a service offers. And we think there's a big power to that in regards to our Dell Technologies. Cloud console solving will be launching a new cloud console that will provide uniformed experience across all the resources and give users and ability toe instantly managed every aspect of their cloud journey with just a few clicks. So going back to your broader point, it's all about simplicity. >>Yeah, we definitely all over Apex. That's something I wanted to ask you about this notion of as a service, really requiring it could have a new mindset, certainly from a pricing and how you talk about the customer experience that it's a whole new customer experience. Your you're basically giving them access. Thio What I would consider more of a platform on giving them some greater flexibility. Yeah, there's some constraints in there, but of course, you know the physical only put so much capacity and before him. But the idea of being ableto dial up, dial down within certain commitments is, I think, a powerful one. How does it change the way in which you you think about how you go about developing products just in terms of you know, this AP economy Infrastructure is code. How how you converse about those products internally and externally. How would you see that shaking >>out Dave? That's an awesome question. And it's actually for its front center. For everything we do, obviously, customers one choice and flexibility what they do. And to your point as we evolved warm or as a service, no specific product and product brands and logos on probably the way of the future. It's the services. It's the experience that you provide in regards to how we do that. So if you think about me, you know, in in infrastructure making infrastructure as a service, you really want to define what that customer experiences. That s L. A. That they're trying toe realize. And then how do we make sure that we build the right solutions? Products feature functions to enable that a law that goes back to the core engineering stuff that we need to dio right now, a lot of that stuff is about making sure that we have the right things around. If it's around developer community. If it's around AP rich, it's around. SdK is it's all about how do we leverage if it's internal source or external open source, if you will. It's regards to How do we do that? No. A thing that I think we all you know what you're well aware but we ought to keep in mind is that the cloud native applications are really relevant. Toe both the on premises, wealthy off premise. So think about things around portability reusability. You know, those are some great examples of just kind of how we think about this as we go forward. But those modern applications were required modern infrastructure, and regardless of how that infrastructure is abstracted now, just think about things like this. Aggregation or compose ability or Internet based computing. It's just it's a huge trend that we have to make sure we're thinking of. So is we. We just aggregate between the physical layers to the software layers and how we provide that to a service that could be think of a modern container based asset that could be repurposed. Either could be on a purpose built thing. It could be deployed in a converge or hyper converged. Or it could be two points a software feature in a cloud. Now, that's really how we're thinking about that, regards that we go forward. So we're talking about building modern assets or components That could be you right once we used many type model, and we can deploy that wherever you want because of some of the abstraction of desegregation that we're gonna do. >>E could see customers in the in the near term saying, I don't care so much about the product. I want the fast one all right with the cheaper one e. >>It's kind of what you talking about, that I talked about the ways. If you think about that regards, you know, maybe it's on a specific brand or portfolio. You look into and you say, Hey, what's the service level that I'd wanted to your point like Hey, for compute or for storage, it's really gonna end up being the specific S l A. And that's around performance or Leighton see, or cost or resiliency they want. They want that experience in that that you know, And that's why they're gonna be looking for the end of the end state. That's what we have to deliver is an engineering. >>So there's an opportunity here for you guys that I wonder if you could comment on. And that's the storage admin E. M. C essentially created. You know, you get this army of people that you know pretty good of provisioning lungs, although that's not really that's a great career path for folks. But program ability is, and this notion of infrastructure is code as you as you make your systems more programmable. Is there a skill set opportunity to take that army of constituents that you guys helped train and grow and over their careers and bring them along into sort of the next decade? This new era? >>I think the the easy answer is yes, I obviously that's a hard thing to do and you go forward. But I think embracing the change in the evolution of change, I think is a great opportunity. And I think there is e mean if you look step back and you think about data management, right? And you think about all the you know all data is not created equal and you know, and it has a life cycle, if you will. And so if it's on edge to Korda, Cloward, depending think about data vaults and data mobility and all that stuff. There's gonna be a bunch of different personas and people touching data along the way. I think the I T advance and the storage admin. They're just one of those personas that we have to help serve and way talk about How do we make them heroes, if you will, in regards to their broader environment. So if they're providing, if they evolve and really helped provide a modern infrastructure that really enables, you know infrastructure is a code or infrastructure as a service, they become a nightie hero, if you will for the rest of team. So I think there's a huge opportunity for them to evolve as the technology evolves. >>Yeah, you talked about you know, your families, your employees, your team s o. You obviously focused on them. You got your products going hitting all the marks. How are you spending your time these days? >>Thes days right now? Well, we're in. We're in our cycle for fiscal 22 planning. Right? And right now, a lot of that's above the specific markets were serving. It's gonna be about the strategy and making sure that we have people focused on those things. So it really comes back to some of the strategy tents were driving for next year. Now, as I said, our focus big time. Well, I guess for the for this year is one is consolidation of the core markets. Major focus for May 2 is going to be around winning in storage, and I want to be very specific. It's winning midrange storage. And that was one of the big reasons why Power Store came. That's gonna be a big focus on Bennett's really making sure that we're delivering on the as a service stuff that we just talked about in regards to all the technology innovation that's required to really provide the customer experience. And then, lastly, it's making sure that we take advantage of some of these growth factors. So you're going to see a dentist. Probably talked a lot about Telco, but telco on edge and as a service and cloud those things, they're just gonna be key to everything I do. So if you think about from poor infrastructure to some of these emerging opportunities Z, I'm spending all my time. >>Well, it's a It's a big business and a really important one for Fidel. Jeff Boudreau. Thanks so much for coming back in the Cube. Really a pleasure seeing you. I hope we can see each other face to face soon. >>You too. Thank you for having me. >>You're very welcome. And thank you for watching everybody keep it right there. This is Dave Volonte for the Cube. Our continuing coverage of Del Tech World 2020. We'll be right back right after this short break

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Shannon, Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon vm, where then, are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with cognitive approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We had outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers are telling you, uh, maybe that's holding them back from unlocking that central? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly VM Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're going to be producing mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business, critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there and it wasn't going to. It didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, so from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness path. Some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of VM or Cloud Foundation on VX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast toe expand out that the into portfolio, uh, back at the beginning of the year when the sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault Kansas Wheat fits into it. >>Yeah, eso We like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated, multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got Tom to architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements. They may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of tans. You infrastructure deployment options. Eso customers can really, uh, choose the best path for them. >>Yeah, So, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle. Uh, that's coming, and I guess I could think to just think of the delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions. Do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot, um to respond to that. And, you know, the answer to solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that are on prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality. Other, um, you know, cost reasons like that. Eso That's really where VM or Cloud Foundation on VF Trail comes into play eso leveraging the VM ware technologies you have on Prem Hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on Dwan. Of the new capabilities that VM or Cloud Foundation, is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ, so help us understand. How much is it? The similar operational model? Is it even eyes that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just raised? >>Yeah, when you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM Ware Cloud Foundation on VX rail, where you can run cloud, you know, cloud native based modern applications with Tan Xue alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on VX rail, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions. You know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud native is top of that list. >>Absolutely. Shannon Day Volante showed a few times There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want to he takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the X ray is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show. Please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you could get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Cannon. Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon Vm Ware then are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with club approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We have outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers were telling you, maybe that's holding them back from unlocking that potential? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly vm Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're gonna be producing Mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there, and it wasn't going to it didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, So from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness. Have, um, some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of B M or Cloud Foundation on BX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast. Expand out that the into portfolio, uh, back at the beginning of the year when the Sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault hands a sweet fits into it. >>Yeah, eso we like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got tons of architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements, they may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises. Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it, from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of Tanya infrastructure deployment options. Eso customers can really choose the best path for them. >>Yeah, so, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle that's coming. And I guess I could think to just think of the Delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot to respond to that. And, um, you know the answer toe solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that, um on Prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality There, um, you know, cost reasons like that eso That's really where VM or Cloud Foundation on VF drill comes into play eso leveraging the VM ware technologies you have on Prem hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on day one of the new capabilities that VM or Cloud Foundation is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ. So help us understand. How much is it? The similar operational model is it even? Is that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just, uh, raised? >>Yeah. When you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM or Cloud Foundation on VX rail where you can run cloud, you know, cloud native based modern applications with thons Ooh, alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on Vieques, well, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon, when I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions and you know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud Native is top of that list. >>Absolutely Shannon Day Volante shown a few times. There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want? He takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the exhale is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.

>>from around the globe. It's the Cube with digital coverage of Red Hat. Summit 2020 Brought to you by Red Hat. >>Hi, I'm Stew Minimum And and this is the Cube's coverage of Red Hat Summit 2020 course Digital event This year. We're not together at Mosconi, but we are bringing together many of the speakers thought leaders, customers in this very important ecosystem. Really excited to welcome back to our program. Stephanie Cheers. Who's the vice president and general manager of the Red Hat Enterprise Linux business unit inside of Red Hat. Stephanie. So great to see you have to give you a virtual hug high five year, but you know, always great to see and have you on the program. >>Oh, thank you. So it's great to be here, and this is what together means today. But it's great to be together with you >>again. Here it's limit. >>Yeah, the discussion is you talk on it together apart for for a time we talk in tact. That change is one of the only constants that we have, and there are more changes than ever happening right now. So before we get into kind of your B you talk a little bit about, You know, some of the big changes. There's organizational changes, you know, I know we spoke to you about in 2019 at IBM Think and Red Hat Summit because you've worked for both sides of the equation here, Uh, give us kind of the latest from your standpoint. >>Yes, certainly the leadership changes which have been public now for a couple weeks. Those were a big change >>for for us. I think one of the things that has come through is IBM has really been respecting what red hat is. What? Um, what we do. But also how we do it is very important and valued. And we at red Hat >>believe in it so strongly. We're sticking to what Red Hat does best. Everything is open source. Everything is collaborative. And honestly, I have to say it. It >>feels great as a red Hatter to see Jim in the position he's in at IBM Um, Paul's passion, >>which clearly comes across in his keynotes and >>his passion for how we do have an open source development model. It's great to have them now take over the CEO role for Red hat. So it's it's really exciting times. I think. Last year when we spoke, it was, um it was a bit of a wait and see and see what happens. And I think now the recent announcements really solidify this sort of synergy and partnership that IBM and Red Hat have and what our intentions are in the market. But at Red Hat, we still stay red hat, and we're still driving things the way we always have. And that's great. Feels that >>that that's great. And thank you so much for the update. So when we talk about your business unit that the Red Hat Enterprise, Linux, of course, Rehl, um, you know, I've got a little too much history, you know. I go back when it was, whereas, you know, before well and kind of wash the growth of Linux sto become really, you know, the underlying fabric of so much of what we see out there today for all of businesses, so many companies could not exist if it wasn't for Linux. And in the seven years we've been having the Cube, of course, we've really watched that that moved from Lennox to not only be some of the foundations of what's happening in customer's environments, but also a major piece of cloud and cloud. Native S O. You know, give us that up date as to, you know, here in 2020. You know why? You know Linux has been around for quite a long time, but, you know, it's still is relevant. >>Yeah, so that's it. That's a >>great leader and ties exactly to how we look at well in the red hat sort of entire portfolio. Um, when you look at Lenox of how it evolved, it started out as being a bit of a cheaper alternative to units. But it quickly became, because of the open source way and collaborative way it's developed. It quickly became sort of this springboard for innovation because you have all these incredible innovators collaborating upstream. All of that has fed to a whole different view of what Linux is. Is cloud exists because of Linux is containers are just a different deployment mechanism or Lennox workloads, artificial intelligence. All those APS are built on Linux, so it's become this standardized foundation upon which innovation is done today, And for me, that's the most exciting thing, because it red hat and rail. Our goal is to one. Have it just work right? It has >>to be the standard. And, um well, sometimes that can be misinterpreted. It >>is boring or a commodity. It is anything but a commodity. It's probably one of the most strategic decisions that someone makes. Is which Raoul Distribution? Which Red Hat, which Lennox distribution did they use and that really take real pride that it's built for the enterprise? It's build for security. It's built for resiliency, and all of that build it once deploy anywhere, translates into also using all the innovation, all the container ization capabilities, using it across multiple public clouds. So it's really that combination of having it just work, be the foundation of where you build once and then being able to leverage all the innovation that's coming out of the open source world today. >>Yeah, really interesting points. Stephanie, I think back to when we talked for years about the consumer nation consumers, consumer ization. Excuse me of I t and people thought that therefore, there wouldn't be differentiation, you know, just by white box things and everything will be off the shelf. But if you look at how most companies build things, they really hyper optimize that. I need to build what I need. I need to use the tools that are available, and I need to be able to be agile. You know, I want one of my highlights last year talking to a lot of companies going through their digital transformation and a number of them at Red Hat Summit last year where they talked about both the organization and technology changes that they're making to move faster. And, of course, your portfolio is a big piece of helping them move forward. >>And that's one thing we're seeing that that ability to consume, innovation and get the >>most and extract the most out of what they're running today in their data center. As customers transform and take on this digital transformation, it's not just a technology statement. In most cases, it's an organizational statement as well. And how do you bridge both those and move it forward? It's one thing we focus a lot on right with the open innovation labs, with a lot of customers as well, because it's not just about the technology, it's about the way we work in the way we do things as well. >>Yeah. So, Stephanie, you know, every every year or so I hear it's like, Oh, well, we've got a new way to To the operating system. There was the Jeff just enough operating system for for a while when container ization came out, there was little company named core Os. That was like, Oh, we're going to make a thin version or core OS is now Ah, piece of red hat. Um, so still, with the cloud, there's always, you know, we're going to change the way the operating system it's done. Um, we just love your viewpoint as to, you know, Red Hat has, you know, a few options and kind of a spectrum of offerings. But how do your customers think about the OS these days? And you know, how should we be thinking about rail specifically in that overall spectrum? >>No, it's so that's a great question, too. And we look at >>it as Lennox and Rehl is be one thing that stays the same and helps you get the value out of all the work you've already put in all the development work you've already put in. And make sure that that translates to the future, where everything is changing, how you deploy where you deploy what you deploy. All of that may change, but if you want to get the value out of the work in the development that has been done yesterday, you need something to stay the same. In our view, that's real. We build it with um in mind for the enterprise along lifecycle security support. We build all of that into it so that when you build on a rail monorail kernel, you can take that. If you want to deploy it in a container, you can deploy on Rehl itself. Or if you need orchestration, you can deploy it on open shift. And that's part of the reason why you mentioned Core OS. So we now have a rail core. OS is within open shift 4.0, on beyond, of course. But what we did was we tailor down what is. In reality, it's the same packages. It's the same certification, security, all of that work that we put in. We take the core OS piece of it, what's essential and really optimized for open shift. We build that into an immutable image, and it goes out as part of open shift. It's not available separately because it's really tailored. What we pick the life cycle is all matching open shift, >>and what that does >>is provide you on open shift experience. That's easy to update fully across the board, all the way down to the kernel. But you know, it's the same Lennox that you have in rail, >>and it's that consistency >>of technology that we really strive for. Um, same thing in public Cloud. So when you build an image on Prem on REL, you can take that image up into the public cloud. And no, it's the same level of security and it just will work, you know, part of part of my team. And we take a lot of pride in the fact that it will just work on. And while that >>may not sound super exciting, particularly in days >>like like right now, being dependable and being reliable and knowing that it's secure, all of that is really important when you run your business that those those features or anything but commoditized >>Well, yeah, I think one of the real volumes that customers see with real specifically is there's so much change going on there, and you look at the Linux community, you look at what open shifts doing in the Kubernetes community. There's so much coaches going on red hat packages that make sure that you don't need to think about the almost chaos that's going out there in all of those communities. But you packaged those together. So Stephanie rarely was, of course, one of the highlights of last year's Red Hat Summit. So we'd love to hear you know, if you've got any good customer stories, really, the momentum of relate as you've seen it, you roll out around the world as and then we'll talk about the new updates. You have this. >>Yeah, great. So Rehl eight was a big deal for us last year, as you remember, and partly because not >>only all the features and functions, of course, which we put into it, but also because we really wanted to reposition what the value of an operating system is within a data center and within their innovation future. So we really focus all the features and functions into two buckets. One is about how do we help you with the operating system? Run your business better, more efficiently If the most out of the systems you have in the critical workloads that you run today and how do we use the operating system to help you bridge into the next level of innovation? What's coming down the pipeline? Things like containers. >>And we really wanted to >>make sure that, as we see you know, most customers are looking to how they digitally transform. But of course, no one has the freedom to throw away everything they've done in the past. They want to build upon that and get value out of it. So we really focused on balancing those two things now, as we look at. In fact, one of the commitments we made because we heard it from customers was they wanted a more predictable deployment of our minor releases and our major releases. And we committed, um, at the REHL eight launch that we would be delivery minor releases every six months, major releases every three years, and we have held to that. We delivered 816 months after we delivered eight. And now you saw last week we delivered eight dot too. Um, this is what it means for us to stand by our world and be dependable as an operating system. And the beauty of the subscription with well is that if you're a customer and you're running REL seven, particularly in times right now, it's It's not that easy to get into your data center, perhaps. And so if you don't choose to update to eight now, you can stay on seven until that time works. That's to me. That's part of the beauty and the flexibility of the subscription model. We have course want to continue to bring your new capabilities and new features. But the subscription Our goal is to have a value subscription that you can you can get the most value from No matter when you decide to upgrade or no forward with, uh, with a different releases, we have >>Well, you can go. And congratulations on keeping the releases going on schedule. One of the nice things about open source is we can see the roadmap out there. You've made this Ah, this promise and you're keeping to it. So ah is you said the announcements we made has been talked about in the keynote. So give us a couple of highlights. Says what people to be looking at and looking to learn more when they dig into a thought to >>Yeah, great. So we really wanted to stick with a few key >>messages with it, and they do really tie to How do we help you run your business? And how do we help you grow your business? It's one thing that we announced and what we pivoted to, um, with the eight dot io is we >>really moved to? How do we How do we >>deliver what we called an intelligent OS, which means an OS that helps you bridge the gap and brings more value to you in your data center than you got before? One of the key aspects to this was adding in the capability of red hat insights, and we added insights capability into every single rail subscription that is under current support. So whether or not you moved to relate whether you have real seven, if you have a supported version of real six, all of those had insights added to it, and what insights is is a as a service on cloud at red hat dot com and link up your servers, and >>it will give you insight >>into operational capability. Is it configured correctly is it could be optimized for better performance. Where are you on your C V E updates and what it does is take all that knowledge that Red Hat has from all the support cases and things that we're seeing what's happening in the industry, what we're seeing other customers have, and we can even proactively help customers. The feedback on this capability has been huge. In fact, you'll see in the announcement last week we've added a lot of new capabilities into this specifically For that reason we've had customers, you know, it's like having it's like having more ops people on my team because I'm getting this input in directly from Red Hat for things to look at. And so that, to me, was probably one of the key aspects that, as we look from going to eight into eight dot too, how do we build up that capability? And of course, last week you saw we added a lot to that, and I think now more than ever, we want to make sure that everyone who has a real subscription is getting the most value out of that and I think insights is one of the places where if you have a subscription and, um, you can value or you can get more value from operational help, insights is a place where we want to help you. Um, we everything we had prior we have now bucket sized into a capability and insights called advisor is really about performance, stability and security and doing an analysis for you. We've added a new capabilities around vulnerability, Right. How do you re mediate common vulnerabilities and exposures, compliance aspect, patch aspect policies and drift? Um, kind of all of those we've now bucket it in into that insights capability. So this friends a lot more value to something that we have already seen. Customers say, You know, we didn't expect to get this amount of input and continuous growth because we constantly add new new rules into that engine. And so you know what? What we what we knew yesterday will be what we know tomorrow, and we look forward to sharing with that with everyone >>who has a subscription. So this is >>a place where I think it's ah, it's an important place for folks to look, particularly now because operational efficiency is really key. And security is really we have a lot of capabilities in both. What? Yes, Please, >>please, please, go ahead. Now, >>one other aspect on that that I wanted to mention >>was we also added a capability called subscription watch and subscription Watch helps you get a very simple, clean view of all the subscriptions you have and where they're running. And that was one thing that we saw. Customers say there was friction. And how do I know where my entitlements are? How I'm using them across my entire enterprise Corruption watch can help with that. So, um, this sort of cloud dot red hat dot com capability that we can assist with and is already part of your subscription. These are the kinds of things that we really want to help augment this to make Really intelligent os for the enterprise. >>Yeah. Stuff Stephanie. The comment I was gonna make is there's certain shows that I go to that every year. You go to it, You say Okay, it's a little bit bigger. They announce something. They made some progress on it. What has impressed me most about going to the red Hat show year after year is really the the growth of the of the portfolio, if you will. So when I first started going to it, it was, you know, a lot of the people there were, you know, the hard core Linux people. Um And then, you know, there's some storage people, some networking people is cloud containers really grew. It really blossomed into this really robust ecosystem. Oh, and growth there. So would love just to get your viewpoint on, you know, the skill set because, you know, I'm sure there's plenty of companies out there that are like, Well, you know, I've got some people that are, you know, my limits people, and they do things that aren't there. But, you know, how do you see kind of the skill set and what what Red Hat's doing really permeating more and more of, of companies, day to day activity. >>I think one of the things that I'm >>most proud of is even since last year's all the deeper collaborations we have between the various product lines. Certainly we'll talk with Joe Fitzgerald, and he and I work together very closely. Capabilities like insights. How do we add answerable capabilities directly into real. And what that does is really help. I think in any customer today, skills is probably one of the biggest concerns that they have. How do they grow those skills? How do they help folks grow and learn more and progress into the innovation areas? But clearly they still need their their mission critical applications to run and how do they span that? And I think what we're really trying to do is be able to bring the strength of the portfolio together to help a customer have more flexibility in how they leverage their skills and how they grow their skills. >>Because I think coming back to >>that statement that that you made earlier it's not just about technology. It's about how, if >>you really want to be, have agile, it's about >>how a company has organized. And I think we're hoping that we bring together the strength of the portfolio so that a customer is able todo leverage their organization and leverage their skills and the best way possible. I think another place where we worked hard on eight dot too. Some similar lines of bridging the portfolio was, you know, we announced back in eight dot io. We were putting container ization tools directly in Terrell with build a pod made in scope e 08 dot too. We brought in the newest versions of Scope EO and Build Up. In fact, in tech preview, you get containerized versions of those, and so we're continuing to add. What we are seeing is the container ization is a journey for customers. Many customers just want to deploy a single container on a server. Or they were. They want to deploy a single container in a VM Um, they're not ready for orchestration. We wanted to put the tools in so that a customer could do that on REHL. Get started, get those containers deployed on REHL. Put those tools directly, and we added it to old protocol, which is a tool built for security. It brings that security of SC Lennox and brings that up and adds value at the container level. It's those kinds of things as you see the bridge from well into open shift. How do we help a customer rich? That skill journey as well along that path and I think right now in kubernetes and Containers skills is a is a big, big area of focus, so the more we can help ease that across the portfolio and bring those things together is really important. And I know we're working very closely with the chefs in the, um and the team there in order to help bridge that. >>Excellent. Stephanie, I just want to give you the last word. We talked a lot about the ongoing journey that customers are going through. So give us your final take away as to how customers should be thinking about red hat in general and role specifically as their journey goes forward. >>I think I think one of the things >>we're very proud of here at Red Hat is that we always, particularly in the open source communities with our customers, with our partners, we want to roll up our sleeves and help, and that's we want. So, developer, we wanna work upstream with you. It's one of the things we're very proud of, and now, particularly in this time it's We want to make sure that folks understand we're here to help, and we want to make sure that you're getting the most out of the subscriptions you have, Um, and we help. We help you on that journey both to get the most out of you can out of your data center today. But also be ready for the innovation that you want to consume going forward. And we're collectively working across red Hat in order to make that happen. But it's, um >>even though this is different and it's there the virtual Experience edition of Red Hat Summit. It's >>great to be together and be able to share the whole message. >>Well, Stephanie, the open source community is definitely used to collaborating remotely. So thank you so much for joining us. It's a pleasure to see you. And we would hope to talk again soon. >>Great to see you too. Thank you for the time. >>Alright. You're watching the Cube's coverage of Red Hat Summit 2020 digitally with remote guests from around the globe. Instrument a man and thank you for watching the Cube. >>Yeah, yeah, yeah.

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hello everyone and welcome to this week's episode of the cube insights powered by ETR this week cisco CEO Chuck Robbins has invited a number of analysts and press to San Francisco for an event to talk about the future of Cisco and no doubt the role of the company in the next decade and I will be there so in this breaking analysis I thought that I'd focus on Cisco and its prospects in this era of next-generation cloud of course last week we attended AWS reinvent and you can catch all our coverage on the cube net but the key takeaways are that we're entering a new era of cloud that is heavily emphasized emphasizing getting more value out of data with machine intelligence and things like sage maker now AWS was heavily focused on this notion of transformation putting forth the strong case that enterprises have to transform not just incrementally it was a clear message that CEOs really have to lead and AWS are striking directly at the heart of what a device had Andy Jesse calls the old guard namely IBM Dell Oracle HPE and many others including of course Cisco saying that you can't just transform incremental e CEOs you have to transform whole house so today I want to look at six areas and I'm showing them here on this on this slide but the first thing I want to do is just review the overall spending climate and then what I want to do is discuss Cisco in the context of industry leadership playing on Jesse's themes and then you know we'll look at the spending momentum in the latest ETR survey for those leaders next thing I want to do is I'm going to talk about the cloud and it's impacting everyone and I want to take a look specifically at how it's impacting Cisco and how Cisco is faring in the face of competent from the public cloud which we've talked about a lot across a number of vendors we're then going to look at Cisco's business overall from a spending perspective and then I'll wrap with some some comments on what I see is opportunities for Cisco like edge I want to talk specifically about multi cloud and of course cloud in general so let's start drilling into the spending climate overall now remember the EGR data tells us that spending on balance is reverting to pre 2018 levels but it's not falling off the cliff buyers member are narrowing their experimentation on new technologies and they're placing more focused bets as part of the digital transformations we're also seeing more replacements of redundant systems that buyers were running in parallel as a hedge on their bets and that is affecting overall spending and it's somewhat compressing spending so with that as a backdrop let's look at some of the the latest data from ETR and focus on the leaders from the latest survey so what I'm showing here is data from ETRS October 2019 Syria one thousand three hundred and thirty six IT buyers who responded and I've selected market share as the metric across all sectors as you can see here in number eight now remember market share is a measure of pervasiveness and it's calculated by dividing the total vendor Mensch mentions divided by the sector total so now the remember the ETR methodology allows for multiple responses by a vendor so you can see in the y-axis there can be more than a hundred percent okay because of those multiple responders respondents now note that Microsoft Cisco Oracle AWS and IBM have the highest shared ends or mentions and you can see the pervasiveness of Microsoft and its prominence which is not surprising but Cisco Oracle and IBM generally have held from again pervasiveness standpoint pretty well as you can see the steady rise as well in AWS is market share so cisco really the bottom line there is cisco is a clear leader in this industry and it's maintaining its leadership position and you can of course on that chart you can see the others who really didn't make the top five but they're prominently you know mentioned with the shared ends that's VMware Salesforce Adobe's up there and of course Dell EMC is the you know 90 to 100 billion dollar company now let's take a look specifically at spending momentum you know what we're showing here in this chart is the exact same cut except we've changed the metric from market share to net score now remember net score is a measure of spending momentum that's calculated by essentially subtracting the percent of customers that are spending less in a given survey from those that are spending more and that's the net score and you can see the picture changes pretty dramatically AWS jumps up to the top spot with a 62% you know net score over taking Microsoft but then look at Cisco it's very strong with the 36 about 34 percent net score you know not nearly as high as AWS and Microsoft but very respectable and holding you know fairly strongly and notably ahead of IBM and Oracle which are both in the red you see that red area which signals caution now what I want to do is address the question of how is the cloud affecting Cisco's business you've seen me do this with a number of other vendors let's drill into what it means for Cisco so if you've been following these breaking analysis segments you know we've been reporting that the the pace at which the cloud is eating away at a traditional on-prem data data data center business continues now here's a quote from an IT Pro that summarizes the situation for networking in general and then we'll come back and specifically talk about Cisco he says or she says as we migrate the data centers to AWS networking costs will decline over three years this is a director of tech strategy for a large telco so the question I have is does the et et our data back this up let's take a look so what this chart shows is a cut of cloud spenders there are 818 in the latest ETR survey and the net score within those accounts specifically for Cisco so it's spenders on AWS asier and Google cloud and you can see the steady decline post 2010 for Cisco so just as I've reported for Dell EMC HPE Oracle and others you can see that the clouds steady march continues to challenge the on-prem suppliers so each of these companies has really got to figure out how to respond now in the case of Cisco it's moving from owning the network market to really participating in the public cloud and interconnecting clouds so we've seen Cisco make many acquisitions that can allow them to work with AWS for example app D which is application performance management VIP teller which is SD win clicker which is orchestration duo in cloud security and then you've seen bets on kubernetes which are going to help them span hybrid you know as well you've seen them make partnerships with the leading cloud some suppliers and I'll make some comments later on when I talk about multi cloud so let's look at how these diversification moves have impacted Cisco overall because they've not sat still you can see that in this chart what it shows is Cisco's market share across all of its businesses including analytics security telephony and of course core networking but also servers storage video conferencing and virtualization so the point is that by diversifying its business the company has expanded its Tam its total available market and as I showed you before has maintained a leadership position in the data center is measured by market share now here's a deeper sector analysis of Cisco's business by various sectors and what we're showing here is Cisco's business across a number of sectors comparing the October 18 survey with July 19 and the October 19 surveys so this is net score view and you can see across all customers that Cisco's second-half net score for these sectors which are in the green are showing strong momentum relative to a year ago so here you go Meraki which includes Cisco's wireless business its telephony business parts of its security business core Cisco Networking they're all showing strength now parts of its security portfolio like Open DNS and Sourcefire which is intrusion detection which Cisco bought about six years ago and some at Cisco's voice and video assets are showing slower momentum but Cisco's overall spending momentum is holding on pretty well all right let me talk a moment about some of Cisco's opportunities they're trying to transform into more of a software company with assets like duo app dynamics and they want to focus less on selling boxes and ports and more on licenses and subscriptions so it's also got its got to use software also to unify its many platforms so I want to talk about for a moment about multi cloud hot new area right everybody's talking about it cisco recently made some organizational moves to take its separate cloud group and better align it with Cisco's core operations in a new group that they call cloud strategy and compute now cisco competes in multi cloud with vmware IBM curves Red Hat Microsoft and Google even though they partner with Microsoft and Google so here's some ETR data that looks at key Cloud sectors including the three did I pulled out cloud computing container orchestration and container platforms so these are buyers spending on these three areas so there's 937 in the latest survey you can't see that and because I'm hiding it with the pulldown but trust me but you can see the big players with spending momentum and while cisco doesn't you know show the momentum of an azure or a red hat or even a Google it's in that multi cloud game and my my premise is that cisco is coming at this opportunity from its strengths and networking and it's got more than a fighting chance why because cisco is in my view in the position to connect multiple clouds to on-prem and convince buyers that cisco is the best partner to make networks higher performance more secure and more cost-effective than the competition now let me wrap with some critical comments and then i'll end up on an opportunity with with some comments on edge so the first thing I want to say is well Cisco is dominant in a space it's missed a number of opportunities VMware has beaten Cisco to the punch in the initial move of course to virtual machines and then the nice Sara acquisition NSX as I've shown before is clearly has strong momentum in the market and is really eating into Cisco's core business Cisco's ACI does okay but it's definitely a sore spot Francisco and this represents a crack in the companies Armour containers the move to cloud native architectures is mostly a move to public cloud so it's a replacement or a displacement more so than a head-to-head competition that hurts Cisco here is John Fourier says you have you have cloud native and if you take the T out of cloud native you have cloud naive so cisco along with others must not beat cloud naive rather it has to remain relevant in the cloud as we discussed earlier in the multi cloud discussion now Cisco they were the king of converged infrastructure if you remember with the first wave of Vblock along with the Flex pod from NetApp and it you know changed the server game and drove UCS adoption and then guys like IBM and pure jumped in Cisco really became the standard now well hyper-converged infrastructure didn't really displace Cisco Networking you know Dell VMware with it with VX rail and Nutanix as well as HPE who's in the third position are posing a challenge that's so cisco cisco they everything they really don't play in the lucrative high margin external storage business but there's some challenges there that from a tam standpoint but I don't worry so much about that because despite all the rumors over the years specifically in storage that Cisco is going to buy a storage company and I think there are better opportunities in soft where in the end the edge and as I've said before storage right now is kind of on the back burner it's not it's a very difficult market for a company like Cisco to to enter so I want to talk more about the edge because they think it's a way better opportunity for Cisco Cisco among all the legacy tech vendors and my view could really compete for the edge and the reason I say this is because Cisco is the only legacy player in my opinion that is a solid solid developer strategy and it's because of dev net dev net is the initiative to make all Cisco products programmable we talk a lot about the API economy and infrastructure of code as code and what Cisco is doing is they're taking Cisco certified engineers like CC IES and all these people that they've trained over the years huge number of IT pros and they're retraining them and teaching them how to code on Cisco products to create new use cases new workloads and new applications specifically at the edge and Cisco products are designed to be programmable so they have a developer play and I've always said the edge is going to be won by developers this is why frankly I was so excited last week at reinvent about AWS outpost and the move they're making at the edge because they're essentially bringing their stack to the edge and making it programmable IBM failed to do this with bluemix they couldn't attract developers they they had to go by Red Hat for thirty four billion dollars you know Dell MC they have VMware and they have an opportunity with pivotal but that's got to come together they currently have very little developer synergy in my view specifically with Dell Hardware at least that I can see and there seems to be little or no effort to retrain storage admins and VM admins in the same way that cisco is is doing this with CC IES HPE essentially I see them like Dallin away throwing server boxes over the fence to the edge you know versus really attracting developers to identify sort of new workload new use cases so I like Cisco strategy in this regard and it's something that we're gonna continue to watch very closely and probe this week with Chuck Robbins okay this is date Volante sounding out from this episode of the cube insights powered by ETR thanks for watching everybody and we'll see you next time

>> From Santa Clara, in the heart of Silicon Valley it's theCUBE, covering the Churchills, 2019. Brought to you by SiliconANGLE Media. >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in Santa Clara, California at the Churchills. It's the ninth annual awards banquet put on by the Churchills Club, and this year is all about leadership. We're excited to be joined by our next guest who knows a little bit about leadership. He's Carl Guardino, the president and CEO of the Silicon Valley Leadership Group. Carl, great to see you. >> Great to see you, too, Jeff. >> So what is the Silicon Valley Leadership Group all about? >> The Silicon Valley Leadership Group is an association of about 360, primarily innovation economy employers that want to make a positive, proactive difference here in the region, as well as in our state and across the United States. >> What are some of the hot topics that are on top of the plate right now? Because there is a lot of craziness kind of going on here in Silicon Valley. >> There is. But what we try to do is impact those issues that are as important to families in their living rooms as they are to CEOs in their board rooms. And here in the bay area, we call those THEE issues. An acronym, T-H-E-E. The T, traffic; H, housing affordability; E, education; and the fourth E, the economy. And we try to bring together diverse points of view for those areas that unite us, where we can actually solve some of those challenges. >> Right, and those are big, big challenges. And you work both with public as well as private groups to try to bring them together to make movement on those things. >> We're a bridge. And the first thing about a bridge is that you try to bring folks together to cross the bridge and work together. The second most important thing about a bridge is that you build them, you don't burn them down. And that's the role that we try to play with 360 highly engaged CEOs and c-suite officers. >> And it's only appropriate, because tonight you'll be sitting down in a conversation with the mayor of San Jose, Sam Liccardo, to kind of get into some of these issues. San Jose seems to be on a roll right now, a positive roll. A lot of positive news coming out of San Jose. >> Yes, and that always starts with leadership rather than luck. San Jose mayor Sam Liccardo, 10th largest city in the United States, has been able to strike that balance of being pro-innovation economy, while also caring deeply about his citizens, the residents of San Jose, 1,053,000, and how we make sure that we have a strong and vibrant economy, but also a great quality of life. >> Right. So how do you even begin to - we'll start with traffic. The T in the THEE. To address that issue, it's so multifaceted, right, it's so tied to jobs, it's tied to housing, it's tied to the growth of the economy, you know, unfortunately freeways are slow to build, public transportation's expensive, but we continue to see growth there. How do you kind of eat that elephant, one bite at a time, with something like traffic? >> Well the role of the leadership group is, again, by bringing people together to solve complex problems in a democracy with winning solutions. So we'd rather win than whine. And when it comes to traffic, one of our core competencies is actually to lead and run ballot initiatives to fund transportation improvements throughout the region and the state. In fact, in the last 30 years alone, I've had the pleasure of going on loan from the leadership group to run ballot campaigns for transportation improvements that have totaled 30 billion dollars in revenue through those measures, approved by voters to reach into our own wallets, rather than our neighbors, to build improvements that, this Christmas, in time to go into your stocking, we'll be bringing BART to San Jose, and working on the electrification of Caltrain, linking transit and better road improvements, making it better for all of us trying to travel throughout this region. >> Right. Good, we need it. >> We do. >> And on the housing, you know, because the housing is also very closely tied to traffic, and we see that the old days of single-family homes on big pieces of dirt, those are going away. They just can't support it in higher density areas like San Fransisco, San Jose, to bring those jobs next to that. So we're seeing a huge transformation in the housing space as well. >> And we need a huge transformation, both in transportation and in housing. And it's really the flip side to the same coin. T, for tails, or transportation; H, for head, or housing. And you have to make sure that you keep those linked. In fact, one of our initiatives right now is to work with all six, fixed rail transit operators throughout the nine bay area counties. What are the current and future uses of those half miles around every fixed rail transit stop that you have? How do we maximize those uses? Here's a great example. What Google wants to do in downtown San Jose, at the Diridon SAP station, is only because of the Silicon Valley Leadership Group's work to bring BART to that station, electrify Caltrain, light rail is there, Amtrak, ACE, et cetera, and they want to have 20 to 25 thousand future Google employees there within the next 10 to 12 years. Why? Because it is a sustainable location that doesn't rely on you and I slogging through traffic in our single-occupant cars. >> Right. I can't wait to see what you guys do to El Camino. That's the next one that's going to - as somebody once said in one of these traffic things, it's just a bunch of old retail stores with empty parking lots, just placed by Microsoft. Or excuse me, by Amazon. So I think we'll see a big transformation with housing and jobs, you know, along that quarter, which happens to parallel the Caltrain, and is near and dear to my heart. So a lot of good opportunities I think to make improvements. >> Jeff, there is. And as hard as transportation and traffic solutions are to put into place, housing is even tougher. And while Bay Area residents think housing is the bigger crisis, the solutions are tougher to come about, because the community isn't as united on those solutions. So the role that a group of employers like ours play, is how do we bring people together around solutions that make sure that we build homes, that are good for everyone in our society. >> Well Carl, I like your positive attitude, a lot of winning and no whining, so I wish you nothing but success. And we'll be watching. >> Thank you, Jeff. >> You're welcome. He's Carl, I'm Jeff, you're watching theCUBE. We're at the Churchills in Santa Clara, California. Thanks for watching. We'll see you next time.

live from San Francisco celebrating ten years of high-tech coverage it's the cube covering vmworld 2019 brought to you by VMware and its ecosystem partners welcome to day two of the cubes coverage of VMworld 2019 double vowels two sets going on on our other set day Volante and John Fourier they're talking to Michael Dell they're talking to passenger but over here we know where the hot action is talking about even Steve Young you know the Hall of Fame quarterback from the 49ers knows what hyper-converged infrastructure is and they're from well I'm excited to welcome back to the program Chad Dunn who is the vice president of product management and hyper-converged infrastructure for Delly MC Chad great to see you great to be back soon and also I want to also welcome my guest host for this segment who is Bobby Allen coming up to us from Charlotte North Carolina a cube alum now flipping the desk and gonna be asking some questions with me so Chad well my first question is why did you put me up against Michael and Pat well because we knew you could take it you know some people would be like oh that's the other Chad even but Ron you know HCI you know still a big story it's a big piece of what goes into VMware's vfc yeah story there you know VMware's talking about there's 20,000 deployments that they have a v san and i believe you might know who the number one partner is in the number one solution set out of those 20 thousands I think I might and I think that's also the leading product in terms of volume and the leading product in terms of revenue in the hyper-converged market as a blast so I will give you a second you know give us some of the you know you know the the drum beat the chest thumping of how the VX RL product line and and your portfolio is doing the the portfolio is doing great and the integration of V CF on VX rail is just throwing gasoline on to the fire in terms of adoption you know we see hyper-converged now mainstream moving into the data center mission-critical applications are being run on it infrastructure as a service right alongside container as a service so a few things that we announced this week in addition to you know the latest update of VCF on rail we added fibre channel 2 to V X rail a move that people are very is very polarizing move for people to chat why we have people who continue to love their primary storage arrays that are fiber channel connected and very often we're selling to someone who's refreshing servers but they have life left on the the array they want to preserve it they want to migrate data so they demanded fiber channel we gave them fiber right so if I understand this though it's that I've seen certain HD eyes where there's like you know a faucet on the side that I can plug in I scuzzy now you're just saying there's that it's not like you haven't a V X rail that is you know fiber dole baked in through and through so there's a server architect there's still v Santa at the core of VX rail but we give you the option now attaching primary storage either in the context of VCF or or in standalone other big news is we've recently refreshed a product line to the next generation of Xeon processor the cascade Lake version that gives us about a 28 to 30 percent performance increase and Intel opt in cache drives so there are lots of hardware updates along with software updates that that accelerate our LCM or lifecycle management process so Chad thank you for the update but I've got a different question I want to go in a different direction I talk to customers all the time cxos what would you tell the ciock so who's who's scared to invest more in the data center because public cloud seems like the one is in its sales but obviously Dell has a story to tell how do you help them defend their their turf well III I don't think they should get territorial about that every customer that I engaged with has a hybrid cloud strategy and very often it's more than one public cloud there's always a champion challenger relationship right we as CX know you want to keep your vendors honest correct right so you may have multiple public clouds you may have multiple infrastructure providers but VMware and in VCF on the X rail can be that common thread between the two so I can use tools like VMware Cloud Health to determine where it makes sense to run the workload I think very seamlessly move that workload from a VCF on VX rail deployment into a public cloud when it makes sense I can bring it back when it makes sense I can move it to Amazon to Azure to Google to any one of the VMware cloud providers and really hedge my bets right in terms of where it's best to run that workload so we encourage public cloud are you seeing customers actually take advantage of those capabilities yet or is it something they're still kind of waiting to see how that develops in terms of hybrid multi-cloud we see customers taking advantage of it right away so I'll give you an example I have a large retail customer right now and they've got about 900 different workloads that are existing virtual machines so they're looking at how they either refactor those into cloud native and move them into the cloud or whether they rationalize some of those away which is sort of a natural process with the Dell technologies cloud platform which is based on VCF on the X rail they can effectively put off that decision and they can move those workloads into the public cloud as virtual machines and start to enjoy those economics while they decide which ones to refactor while they decide which ones to rationalize away yeah so chata tell tech world we talked a bunch about how I have you know V X rel is the underpinning for the VMware cloud on Dell EMC right here at the show you know we talk a lot about cloud and even you know kubernetes was mentioned just a few times a couple of times in the keynote there was some guy in the audience you know Hootin Hollerin about some of that but you know help us you know draw the line you know where your customers today what are they starting to do and you know where does that put this portfolio extend to in the future great well first of all I'm gonna do a session tomorrow morning at 9:30 and we're gonna be talking about the business aspect of containers of service and kubernetes to customers so a good session to check out if if the viewers can but from our perspective we see customers at different points in that journey toward container as a service or cloud native on their premises or in a hybrid cloud scenario and it's funny one of the slides that I'll do tomorrow says that about 71 percent of customers are spending their budgets on operating their infrastructures and services are traditional VMs when they want to be able to reinvest some of that money and move to cloud native now this is almost the exact same slide and same percentage that we use you know five six eight years ago to talk about keeping the lights on with 70 percent of IT budgets it was 8020 back then so it's the exact same dynamic we're seeing it really be mainstreamed now every dtw or EMC world that I would go to I would always ask how much of your workload is cloud native they would always say 1% how much is it going to be in five years they say we have no idea now they're telling us about what those projects are and and they're rapidly adopting them but the nice thing about the VCF on rail is you can create workload domains that are traditional infrastructure as a service with virtual machines but you can also spin up container as a service workload domain with d KS and NS xt and so as you start to refactor those applications and there's that balance changes you simply increase the number and the size of your cloud native workload domains and you shrink your infrastructure as a service so you're in an ideal spot to be able to run virtual infrastructure workload domains virtual desktop workload domains cloud native workload domains consistent operating model across-the-board consistent hardware layer which is VX rail so you get those economics and as your business demands change you as an IT operator are able to serve those DevOps organizations within your company because if you're not providing them a kubernetes dial-tone they're gonna find it right and you're gonna see shadow IT spring up and they're gonna be in the public cloud before you know what happens so Chad want one of the things that I'm curious about so this is a software conference obviously right we're talking about a lot of the goodness that's hypervisor and above yep what would you say to the person who says doesn't matter what sort of hardware I'm running is that a commodity what is Dells differentiate a value in this software-defined world if I wanted to be a smart aleck I would tell you to look at some of the other hyper-converged competitors who went software only and then go take a look at their market cap but if I wanted to be serious I would say that hardware really does matter and when you look at you know how we need to lifecycle manage that infrastructure and make it seamless and effortless for the customer it means that you need to think about that hardware layer so if I look inside a PowerEdge server for example there are between nine and twelve different programmable parts from BIOS to HBAs to drive firmware backplane power supply you name it all those things have dependencies on the software drivers that you use being able to look at that all in context and be able to update that all at once so users don't have to worry about the bits and bytes of drivers and and firmware compatibility really saves them money saves them time and effort and lets them concentrate on things they're gonna differentiate their business and we see customers making that switch daily now and understanding that they can now redeploy some of that cost and resources toward things that are more differentiated like you know moving to cloud native so Chad what about the folks that have a they've got a Dell footprint they've got some other competitors and that how do you help them where there may be in the midst of changing over right they've got some other manufacturers that provided hardware before some of that story may not be as consistent so what can they do when they may be in the midst of a change over so you really need to look at what that operating expense savings is gonna be so we we certainly want to get as much life out of that existing infrastructure as we can and then provide migration fibre channel and and IP attached storage is an example of that right where people are not necessarily ready to move away from those arrays so say great right continue to leverage those assets but also if it's an existing VC on infrastructure based on bare metal servers the migration from one VC on environment to another is a pretty seamless one right because you preserve that storage policy based management as you make the migration so you know it typically is a pretty easy migration for customers to move on to hyper conversion they think and obviously we'll provide whatever professional services are necessary right if you look it by the way and I'll plug VMware since I'm at at VMworld if you look at VMware HDX if we're doing migration across these environments either to or from a public cloud or from a legacy environment to a next-generation HCI environment that's one of the coolest tools out there for doing that migration and preserving all the policies security and Software Defined Networking policies and micro segmentation from one environment to the other so really impressed with with what VMware has done there yeah definitely a theme we've heard it this show is you know VMware talk to their install base and says oh my gosh you look at all these cloud native things out there and kubernetes is super hard so you know we're gonna build it enable it in there um when I've looked at the you know Dell and VMware family there's been a few different kubernetes options out there help gives a little clarity where that fits into your world and you know where we are today where it's going kind of yeah future yeah there has been a sort of a dichotomy of you know cloud native ins inside VMware and cloud native inside pivotal for example and we've worked with with both of those organizations in fact we've been very successful with what platform and container as a service on the x rail going to market with pivotal but now that PKS is moving into VMware and really all of pivotal is moving into VMware it sort of unifies that strategy and if you look at the acquisitions that VMware is making with hep tio and others and actually embedding kubernetes into ESX I I mean that's a game changer an absolutely game-changer so now we have all of the the software assets to you know build run and manage cloud native were closed all within the VMware portfolio now the great thing about VX rail is we inherit all that work natively and build that natively into our hyper-converged platform so you know we sort of get that for free so you know not only can we now be the the leading hyper-converged infrastructure player for infrastructure as a service of traditional VMs we now can expand that and be the number one player in the new container world and you know as you saw with the the performance discussion that Pat had yesterday they actually see these things running faster in a virtualized ESXi environment than we do on bare metal only single digits but that's pretty impressive right it's very counter intuitive right so we're really happy to be able to take advantage of that and we have still have the pivotal labs team which really gets engaged with these customers to make it more transformational in terms of how they develop and how they deliver applications to their end users and by the way I mean not to preview something that's pretty far down the road we're looking at how we change up how we deliver software updates in VX rail and how we architect the software to make it a continuous integration continuous delivery pipeline because we need to make the infrastructure more intelligent and more agile and products like VX rail ace which we just announced a dtw does exactly that right it gives us the ability to pull back telemetry from VX rail apply machine learning and in an artificial intelligence to it in our own cloud and then push that data back out to our VX rail users to Auto remediating problems so the infrastructure is going to get more agile and it's going to get more intelligent as we go yeah um we've been talking a bit about some of the future stuff before we go but want to bring back to you know one of the core things that we wanted to do in this space it was simplification how do we make it super easy when I talk to most people that do HCI it's like you know where is that it's like I don't know it got installed and I've never touched it since then my understanding you're doing some things even on the management side to make things even easier there's some virtual reality in there too no we like to think everything is real reality yeah we are doing things to to even further simplify our lifecycle management process to make that that infrastructure something that that operators don't need to worry about so we're now doing pre staging of updates future scheduling of updates pause and resume of updates to fit within customers maintenance windows more effectively we'll be doing updates that are delivered via the cloud through the ACE platform coming up in in a release that's that's about to ship so again the idea is to you know simultaneously make the the product more flexible but maintain the simplicity because as I said we've moved into these core data center deployments where people are buying you know six hundred eight hundred thousand units at a time and deploying its scale and they expect flexibility you know all the flexibility you would get with an ESXi server with all the simplification and and day 2 operations that you get from HDI so we're in a constant state of trying to balance those two things and optimize for both use cases and by the way at the same time software-defined networking containers are coming at us at light speed the VMware has acquired more more companies in the last three months and then I can name I can name them all so it's a very fast-moving space yeah I don't think I can keep over the last week all right Bobby final question I guess quick sound bite what should people know about VMware cloud on Dale that they don't know VMware cloud on Dell EMC formerly project to mention right the extension of the MC on the customer premises I think this is incredibly strategic for us and for VMware because it gives you that cloud consumption model on-premises in an operating expense model so just into two initial access with that beta customers are turned up and the feedback has been extremely positive vmware dell technologies cloud platform which is VCF on VX rail really off to the races on that right we've had huge uptake in that we're seeing deals of literally hundreds of nodes at a time data centers at a time are consuming this deploying it we're demoing it here at the show if you go to the nvidia booth all the VDI demos are being run on VCF on VX rail that's sitting over in a hotel across the street it's a very hot hotel room cuz we get a lot of GPUs in those but it's also something that users can actually go see it live and working nice alright and just a quick tip for you if you haven't made it to VM world or even if you came here Chad mentioned he's doing a session this week they do make all of those available to people out there and of course all of our content is always available on the cube net Chad Dunn always great to catch up with you Bobby Allen thanks so much for joining me for this segment and my audience as always thanks for watching the Q

>> Ladies and gentlemen, please welcome Red Hat President Products and Technologies. Paul Cormier. Boring. >> Welcome back to Boston. Welcome back. And welcome back after a great night last night of our opening with with Jim and talking to certainly saw ten Jenny and and especially our customers. It was so great last night to hear our customers in how they set their their goals and how they met their goals. All possible because certainly with a little help from red hat, but all possible because of because of open source. And, you know, sometimes we have to all due that has set goals. And I'm going to talk this morning about what we as a company and with community, have set for our goals along the way. And sometimes you have to do that. You know, audacious goals. It can really change the perception of what's even possible. And, you know, if I look back, I can't think of anything, at least in my lifetime, that's more important. Or such a big golden John F. Kennedy setting the gold to the American people to go to the moon. I believe it or not, I was really, really only three years old when he said that, honestly. But as I grew up, I remember the passion around the whole country and the energy to make that goal a reality. So let's sort of talk about in compare and contrast, a little bit of where we are technically at that time, you know, tto win and to beat and winning the space race and even get into the space race. There was some really big technical challenges along the way. I mean, believe it or not. Not that long ago. But even But back then, math Malik mathematical calculations were being shifted from from brilliant people who we trusted, and you could look in the eye to A to a computer that was programmed with the results that were mostly printed out. This this is a time where the potential of computers was just really coming on the scene and, at the time, the space race at the time of space race it. It revolved around an IBM seventy ninety, which was one of the first transistor based computers. It could perform mathematical calculations faster than even the most brilliant mathematicians. But just like today, this also came with many, many challenges And while we had the goal of in the beginning of the technique and the technology to accomplish it, we needed people so dedicated to that goal that they would risk everything. And while it may seem commonplace to us today to trust, put our trust in machines, that wasn't the case. Back in nineteen sixty nine, the seven individuals that made up the Mercury Space crew were putting their their lives in the hands of those first computers. But on Sunday, July twentieth, nineteen sixty nine, these things all came together. The goal, the technology in the team and a human being walked on the moon. You know, if this was possible fifty years ago, just think about what Khun B. Accomplished today, where technology is part of our everyday lives. And with technology advances at an ever increasing rate, it's hard to comprehend the potential that sitting right at our fingertips every single day, everything you know about computing is continuing to change. Today, let's look a bit it back. A computing In nineteen sixty nine, the IBM seventy ninety could process one hundred thousand floating point operations per second, today's Xbox one that sitting in most of your living rooms probably can process six trillion flops. That's sixty million times more powerful than the original seventy ninety that helped put a human being on the moon. And at the same time that computing was, that was drastically changed. That this computing has drastically changed. So have the boundaries of where that computing sits and where it's been where it lives. At the time of the Apollo launch, the computing power was often a single machine. Then it moved to a single data center, and over time that grew to multiple data centers. Then with cloud, it extended all the way out to data centers that you didn't even own or have control of. But but computing now reaches far beyond any data center. This is also referred to as the edge. You hear a lot about that. The Apollo's, the Apollo's version of the Edge was the guidance system, a two megahertz computer that weighed seventy pounds embedded in the capsule. Today, today the edge is right here on my wrist. This apple watch weighs just a couple of ounces, and it's ten ten thousand times more powerful than that seventy ninety back in nineteen sixty nine But even more impactful than computing advances, combined with the pervasive availability of it, are the changes and who in what controls those that similar to social changes that have happened along the way. Shifting from mathematicians to computers, we're now facing the same type of changes with regards to operational control of our computing power. In its first forms. Operational control was your team, your team within your control? In some cases, a single person managed everything. But as complexity grows, our team's expanded, just like in the just like in the computing boundaries, system integrators and public cloud providers have become an extension of our team. But at the end of the day, it's still people that are still making all the decisions going forward with the progress of things like a I and software defined everything. It's quite likely that machines will be managing machines, and in many cases that's already happening today. But while the technology at our finger tips today is so impressive, the pace of changing complexity of the problems we aspire to solve our equally hard to comprehend and they are all intertwined with one another learning from each other, growing together faster and faster. We are tackling problems today on a global scale with unsinkable complexity beyond anyone beyond what any one single company or even one single country Khun solve alone. This is why open source is so important. This is why open source is so needed today in software. This is why open sources so needed today, even in the world, to solve other types of complex problems. And this is why open source has become the dominant development model which is driving the technology direction. Today is to bring two brother to bring together the best innovation from every corner of the planet. Toe fundamentally change how we solve problems. This approach and access the innovation is what has enabled open source To tackle The challenge is big challenges, like creating the hybrid cloud like building a truly open hybrid cloud. But even today it's really difficult to bridge the gap of the innovation. It's available in all in all of our fingertips by open source development, while providing the production level capabilities that are needed to really dip, ploy this in the enterprise and solve RIA world business problems. Red Hat has been committed to open source from the very, very beginning and bringing it to solve enterprise class problems for the last seventeen plus years. But when we built that model to bring open source to the enterprise, we absolutely knew we couldn't do it halfway tow harness the innovation. We had to fully embrace the model. We made a decision very early on. Give everything back and we live by that every single day. We didn't do crazy crazy things like you hear so many do out there. All this is open corps or everything below. The line is open and everything above the line is closed. We didn't do that, and we gave everything back Everything we learned in the process of becoming an enterprise class technology company. We gave it all of that back to the community to make better and better software. This is how it works. And we've seen the results of that. We've all seen the results of that and it could only have been possible within open source development model we've been building on the foundation of open source is most successful Project Lennox in the architecture of the future hybrid and bringing them to the Enterprise. This is what made Red Hat, the company that we are today and red hats journey. But we also had the set goals, and and many of them seemed insert insurmountable at the time, the first of which was making Lennox the Enterprise standard. And while this is so accepted today, let's take a look at what it took to get there. Our first launch into the Enterprise was rail two dot one. Yes, I know we two dot one, but we knew we couldn't release a one dato product. We knew that and and we didn't. But >> we didn't want to >> allow any reason why anyone of any customer anyone shouldn't should look past rail to solve their problems as an option. Back then, we had to fight every single flavor of Unix in every single account. But we were lucky to have a few initial partners and Big Eyes v partners that supported Rehl out of the gate. But while we had the determination, we knew we also had gaps in order to deliver on our on our priorities. In the early days of rail, I remember going to ask one of our engineers for a past rehl build because we were having a customer issue on it on an older release. And then I watched in horror as he rifled through his desk through a mess of CDs and magically came up and said, I found it here It is told me not to worry that the build this was he thinks this was the bill. This was the right one, and at that point I knew that despite the promise of Lennox, we had a lot of work ahead of us. The not only convinced the world that Lennox was secure, stable, an enterprise ready, but also to make that a reality. But we did. And today this is our reality. It's all of our reality. From the Enterprise Data Center standard to the fastest computers on the planet, Red Hat Enterprise, Lennox has continually risen to the challenge and has become the core foundation that many mission critical customers run and bet their business on. And an even bigger today Lennox is the foundation of which practically every single technology initiative is built upon. Lennox is not only standard toe build on today, it's the standard for innovation that builds around it. That's the innovation that's driving the future as well. We started our story with rail two dot one, and here we are today, seventeen years later, announcing rally as we did as we did last night. It's specifically designed for applications to run across the open hybrid. Clyde Cloud. Railed has become the best operating simp system for on premise all the way out to the cloud, providing that common operating model and workload foundation on which to build hybrid applications. Let's take it. Let's take a look at how far we've come and see this in action. >> Please welcome Red Hat Global director of developer experience, burst Sutter with Josh Boyer, Timothy Kramer, Lars Carl, it's Key and Brent Midwood. All right, we have some amazing things to show you. In just a few short moments, we actually have a lot of things to show you. And actually, Tim and Brandt will be with us momentarily. They're working out a few things in the back because we have a lot of this is gonna be a live demonstration, some incredible capabilities. Now you're going to see clear innovation inside the operating system where we worked incredibly hard to make it vast cities. You're free to manage many, many machines. I want you thinking about that as we go to this process. Now, also, keep in mind that this is the basis our core platform for everything we do here. Red hat. So it is an honor for me to be able to show it to you live on stage today. And so I recognize the many of you in the audience right now. Her hand's on systems administrators, systems, architect, citizens, engineers. And we know that you're under ever growing pressure to deliver needed infrastructure. Resource is ever faster, and that is a key element to what you're thinking about every day. Well, this has been a core theme, and our design decisions find red Odd Enterprise Lennox eight and intelligent operating system, which is making it fundamentally easier for you manage machines that scale. So hold what you're about to see next. Feels like a new superpower and and that redhead azure force multiplier. So first, let me introduce you to a large. He's totally my limits guru. >> I wouldn't call myself a girl, but I I guess you could say that I want to bring Lennox and light meant to more people. >> Okay, Well, let's let's dive in. And we're not about the clinic's eight. >> Sure. Let me go. And Morgan, >> wait a >> second. There's windows. >> Yeah, way Build the weft Consul into Really? That means that for the first time, you can log in from any device including your phone or this standard windows laptop. So you just go ahead and and to my Saturday lance credentials here. >> Okay, so now >> you're putting >> your limits password and over the web. >> Yeah, that might sound a bit scary at first, but of course, we're using the latest security tech by T. L s on dh csp on. Because that's the standard Lennox off site. You can use everything that you used to like a stage keys, OTP, tokens and stuff like this. >> Okay, so now I see the council right here. I love the dashboard overview of the system, but what else can you tell us about this council? >> Right? Like right here. You see the load of the system, some some of its properties. But you can also dive into logs everything that you're used to from the command line, right? Or lookit, services. This's all the services I've running, can start and stuff them and enable >> OK, I love that feature right there. So what about if I have to add a whole new application to this environment? >> Good that you're bringing that up. We build a new future into hell called application streams. Which the way for you to install different versions of your half stack that are supported I'LL show you with Youngmin a command line. But since Windows doesn't have a proper terminal, I'll just do it in the terminal that we built into the Web console Since the browser, I can even make this a bit bigger. Go to, for example, to see the application streams that we have for Poskus. Ijust do module list and I see you know we have ten and nine dot six Both supported tennis a default on defy enable ninety six Now the next time that I installed prescribes it will pull all their lady towards from them at six. >> Ok, so this is very cool. I see two verses of post Chris right here What tennis to default. That is fantastic and the application streams making that happen. But I'm really kind of curious, right? I loved using know js and Java. So what about multiple versions of those? >> Yeah, that's exactly the idea way. Want to keep up with the fast moving ecosystems off programming language? Isn't it a business? >> Okay, now, But I have another key question. I know some people were thinking it right now. What about Python? >> Yeah. In fact, in a minimum and still like this, python gives you command. Not fact. Just have to type it correctly. You can't just install which everyone you want two or three or whichever your application needs. >> Okay, Well, that is I've been burned on that one before. Okay, so no actual. Have a confession for all you guys. Right here. You guys keep this amongst yourselves. Don't let Paul No, I'm actually not a linnet systems administrator. I'm an application developer, an application architect, And I recently had to go figure out how to extend the file system. This is for real. And I'm going to the rat knowledge base and looking up things like, you know, PV create VD, extend resized to f s. And I have to admit, that's hard, >> right? I've opened the storage space for you right here, where you see an overview of your storage. And the council has made for people like you as well not only for people that I knew that when you two lunatics, right? It's if you're running, you're running some of the commands only, you know, some of the time you don't remember them. So, for example, I haven't felt twosome here. That's a little bit too small. Let me just throw it. It's like, you know, dragging this lighter. It calls all the command in the background for you. >> Oh, that is incredible. Is that simple? Just drag and drop. That is fantastic. Well, so I actually, you know, we'll have another question for you. It looks like now this linen systems administration is no longer a dark heart involving arcane commands typed into a black terminal. Like using when those funky ergonomic keyboards you know I'm talking about right? Do >> you know a lot of people, including me and people in the audience like that dark out right? And this is not taking any of that away. It's on additional tool to bring limits to more people. >> Okay, well, that is absolute fantastic. Thank you so much for that Large. And I really love him installing everything is so much easier, including a post gra seeker and, of course, the python that we saw right there. So now I want to change gears for a second because I actually have another situation that I'm always dealing with. And that is every time I want to build a new Lenox system, not only I don't want to have to install those commands again and again, it feels like I'm doing it over and over. So, Josh, how would I create a golden image? One VM image that can use and we have everything pre baked in? >> Yeah, absolutely. But >> we get that question all the time. So really includes image builder technology. Image builder technology is actually all of our hybrid cloud operating system image tools that we use to build our own images and rolled up in a nice, easy to integrate new system. So if I come here in the web console and I go to our image builder tab, it brings us to blueprints, right? Blueprints or what we used to actually control it goes into our golden image. Uh, and I heard you and Lars talking about post present python. So I went and started typing here. So it brings us to this page, but you could go to the selected components, and you can see here I've created a blueprint that has all the python and post press packages in it. Ah, and the interesting thing about this is it build on our existing kickstart technology. But you can use it to deploy that whatever cloud you want. And it's saved so that you don't actually have to know all the various incantations from Amazon toe azure to Google, whatever it's all baked in on. When you do this, you can actually see the dependencies that get brought in as well. Okay. Should we create one life? Yes, please. All right, cool. So if we go back to the blueprints page and we click create blueprint Let's, uh let's make a developer brute blueprint here. So we click great, and you can see here on the left hand side. I've got all of my content served up by Red Hat satellite. We have a lot of great stuff, and really, But we can go ahead and search. So we'LL look for post grows and you know, it's a developer image at the client for some local testing. Um, well, come in here and at the python bits. Probably the development package. We need a compiler if we're going to actually build anything. So look for GCC here and hey, what's your favorite editor? >> A Max, Of course, >> Max. All right. Hey, Lars, about you. I'm more of a person. You Maxim v I All right, Well, if you want to prevent a holy war in your system, you can actually use satellite to filter that out. But we're going to go ahead and Adam Ball, sweetie, I'm a fight on stage. So wait, just point and click. Let the graphical one. And then when we're all done, we just commit our changes, and our image is ready to build. >> Okay, So this VM image we just created right now from that blueprint this is now I can actually go out there and easily deploys of deploy this across multiple cloud providers. And as well as this on stage are where we have right now. >> Yeah, absolutely. We can to play on Amazon as your google any any infrastructure you're looking for so you can really hit your Clyburn hybrid cloud operating system images. >> Okay. All right, listen, we >> just go on, click, create image. Uh, we can select our different types here. I'm gonna go ahead and create a local VM because it's available image, and maybe they want to pass it around or whatever, and I just need a few moments for it to build. >> Okay? So while that's taking a few moments, I know there's another key question in the minds of the audience right now, and you're probably thinking I love what I see. What Right eye right hand Priceline say. But >> what does it >> take to upgrade from seven to eight? So large can you show us and walk us through an upgrade? >> Sure, this's my little Thomas Block that I set up. It's powered by what Chris and secrets over, but it's still running on seven six. So let's upgrade that jump over to my house fee on satellite on. You see all my relate machines here, including the one I showed you what Consul on before. And there is that one with my sun block and there's a couple others. Let me select those as well. This one on that one. Just go up here. Schedule remote job. And she was really great. And hit Submit. I made it so that it makes the booms national before. So if anything was wrong Kans throwback! >> Okay, okay, so now it's progressing. Here, >> it's progressing. Looks like it's running. Doing >> live upgrade on stage. Uh, >> seems like one is failing. What's going on here? Okay, we checked the tree of great Chuck. Oh, yeah, that's the one I was playing around with Butter fest backstage. What? Detective that and you know, it doesn't run the Afghan cause we don't support operating that. >> Okay, so what I'm hearing now? So the good news is, we were protected from possible failed upgrade there, So it sounds like these upgrades are perfectly safe. Aiken, basically, you know, schedule this during a maintenance window and still get some sleep. >> Totally. That's the idea. >> Okay, fantastic. All right. So it looks like upgrades are easy and perfectly safe. And I really love what you showed us there. It's good point. Click operation right from satellite. Ok, so Well, you know, we were checking out upgrades. I want to know Josh. How those v ems coming along. >> They went really well. So you were away for so long. I got a little bored and I took some liberties. >> What do you mean? >> Well, the image Bill And, you know, I decided I'm going to go ahead and deploy here to this Intel machine on stage Esso. I have that up and running in the web. Counsel. I built another one on the arm box, which is actually pretty fast, and that's up and running on this. Our machine on that went so well that I decided to spend up some an Amazon. So I've got a few instances here running an Amazon with the web console accessible there as well. On even more of our pre bill image is up and running an azure with the web console there. So the really cool thing about this bird is that all of these images were built with image builder in a single location, controlling all the content that you want in your golden images deployed across the hybrid cloud. >> Wow, that is fantastic. And you might think that so we actually have more to show you. So thank you so much for that large. And Josh, that is fantastic. Looks like provisioning bread. Enterprise Clinic Systems ate a redhead. Enterprise Enterprise. Rhetta Enterprise Lennox. Eight Systems is Asian ever before, but >> we have >> more to talk to you about. And there's one thing that many of the operations professionals in this room right now no, that provisioning of'em is easy, but it's really day two day three, it's down the road that those viens required day to day maintenance. As a matter of fact, several you folks right now in this audience to have to manage hundreds, if not thousands, of virtual machines I recently spoke to. Gentleman has to manage thirteen hundred servers. So how do you manage those machines? A great scale. So great that they have now joined us is that it looks like they worked things out. So now I'm curious, Tim. How will we manage hundreds, if not thousands, of computers? >> Welbourne, one human managing hundreds or even thousands of'em says, No problem, because we have Ansel automation. And by leveraging Ansel's integration into satellite, not only can we spin up those V em's really quickly, like Josh was just doing, but we can also make ongoing maintenance of them really simple. Come on up here. I'm going to show you here a satellite inventory and his red hat is publishing patches. Weaken with that danceable integration easily apply those patches across our entire fleet of machines. Okay, >> that is fantastic. So he's all the machines can get updated in one fell swoop. >> He sure can. And there's one thing that I want to bring your attention to today because it's brand new. And that's cloud that red hat dot com And here, a cloud that redhead dot com You can view and manage your entire inventory no matter where it sits. Of Redhead Enterprise Lennox like on Prem on stage. Private Cloud or Public Cloud. It's true Hybrid cloud management. >> OK, but one thing. One thing. I know that in the minds of the audience right now. And if you have to manage a large number servers this it comes up again and again. What happens when you have those critical vulnerabilities that next zero day CV could be tomorrow? >> Exactly. I've actually been waiting for a while patiently for you >> to get to the really good stuff. So >> there's one more thing that I wanted to let folks know about. Red Hat Enterprise. The >> next eight and some features that we have there. Oh, >> yeah? What is that? >> So, actually, one of the key design principles of relate is working with our customers over the last twenty years to integrate all the knowledge that we've gained and turn that into insights that we can use to keep our red hat Enterprise Lennox servers running securely, inefficiently. And so what we actually have here is a few things that we could take a look at show folks what that is. >> OK, so we basically have this new feature. We're going to show people right now. And so one thing I want to make sure it's absolutely included within the redhead enterprise in that state. >> Yes. Oh, that's Ah, that's an announcement that we're making this week is that this is a brand new feature that's integrated with Red Hat Enterprise clinics, and it's available to everybody that has a red hat enterprise like subscription. So >> I believe everyone in this room right now has a rail subscriptions, so it's available to all of them. >> Absolutely, absolutely. So let's take a quick look and try this out. So we actually have. Here is a list of about six hundred rules. They're configuration security and performance rules. And this is this list is growing every single day, so customers can actually opt in to the rules that are most that are most applicable to their enterprises. So what we're actually doing here is combining the experience and knowledge that we have with the data that our customers opt into sending us. So customers have opted in and are sending us more data every single night. Then they actually have in total over the last twenty years via any other mechanism. >> Now there's I see now there's some critical findings. That's what I was talking about. But it comes to CVS and things that nature. >> Yeah, I'm betting that those air probably some of the rail seven boxes that we haven't actually upgraded quite yet. So we get back to that. What? I'd really like to show everybody here because everybody has access to this is how easy it is to opt in and enable this feature for real. Okay, let's do that real quick, so I gotta hop back over to satellite here. This is the satellite that we saw before, and I'll grab one of the hosts and we can use the new Web console feature that's part of Railly, and via single sign on I could jump right from satellite over to the Web console. So it's really, really easy. And I'LL grab a terminal here and registering with insights is really, really easy. Is one command troops, and what's happening right now is the box is going to gather some data. It's going to send it up to the cloud, and within just a minute or two, we're gonna have some results that we can look at back on the Web interface. >> I love it so it's just a single command and you're ready to register this box right now. That is super easy. Well, that's fantastic, >> Brent. We started this whole series of demonstrations by telling the audience that Red Hat Enterprise Lennox eight was the easiest, most economical and smartest operating system on the planet, period. And well, I think it's cute how you can go ahead and captain on a single machine. I'm going to show you one more thing. This is Answerable Tower. You can use as a bell tower to managing govern your answerable playbook, usage across your entire organization and with this. What I could do is on every single VM that was spun up here today. Opt in and register insights with a single click of a button. >> Okay, I want to see that right now. I know everyone's waiting for it as well, But hey, you're VM is ready. Josh. Lars? >> Yeah. My clock is running a little late now. Yeah, insights is a really cool feature >> of rail. And I've got it in all my images already. All >> right, I'm doing it all right. And so as this playbook runs across the inventory, I can see the machines registering on cloud that redhead dot com ready to be managed. >> OK, so all those onstage PM's as well as the hybrid cloud VM should be popping in IRC Post Chris equals Well, fantastic. >> That's awesome. Thanks to him. Nothing better than a Red Hat Summit speaker in the first live demo going off script deal. Uh, let's go back and take a look at some of those critical issues affecting a few of our systems here. So you can see this is a particular deanna's mask issue. It's going to affect a couple of machines. We saw that in the overview, and I can actually go and get some more details about what this particular issue is. So if you take a look at the right side of the screen there, there's actually a critical likelihood an impact that's associated with this particular issue. And what that really translates to is that there's a high level of risk to our organization from this particular issue. But also there's a low risk of change. And so what that means is that it's really, really safe for us to go ahead and use answerable to mediate this so I can grab the machines will select those two and we're mediate with answerable. I can create a new playbook. It's our maintenance window, but we'LL do something along the lines of like stuff Tim broke and that'LL be our cause. We name it whatever we want. So we'Ll create that playbook and take a look at it, and it's actually going to give us some details about the machines. You know what, what type of reboots Efendi you're going to be needed and what we need here. So we'LL go ahead and execute the playbook and what you're going to see is the outputs goingto happen in real time. So this is happening from the cloud were affecting machines. No matter where they are, they could be on Prem. They could be in a hybrid cloud, a public cloud or in a private cloud. And these things are gonna be remediated very, very easily with answerable. So it's really, really awesome. Everybody here with a red hat. Enterprise licks Lennox subscription has access to this now, so I >> kind of want >> everybody to go try this like, we really need to get this thing going and try it out right now. But >> don't know, sent about the room just yet. You get stay here >> for okay, Mr. Excitability, I think after this keynote, come back to the red hat booth and there's an optimization section. You can come talk to our insights engineers. And even though it's really easy to get going on your own, they can help you out. Answer any questions you might have. So >> this is really the start of a new era with an intelligent operating system and beauty with intelligence you just saw right now what insights that troubles you. Fantastic. So we're enabling systems administrators to manage more red in private clinics, a greater scale than ever before. I know there's a lot more we could show you, but we're totally out of time at this point, and we kind of, you know, when a little bit sideways here moments. But we need to get off the stage. But there's one thing I want you guys to think about it. All right? Do come check out the in the booth. Like Tim just said also in our debs, Get hands on red and a prize winning state as well. But really, I want you to think about this one human and a multitude of servers. And if you remember that one thing asked you upfront. Do you feel like you get a new superpower and redhead? Is your force multiplier? All right, well, thank you so much. Josh and Lars, Tim and Brent. Thank you. And let's get Paul back on stage. >> I went brilliant. No, it's just as always, >> amazing. I mean, as you can tell from last night were really, really proud of relate in that coming out here at the summit. And what a great way to showcase it. Thanks so much to you. Birth. Thanks, Brent. Tim, Lars and Josh. Just thanks again. So you've just seen this team demonstrate how impactful rail Khun b on your data center. So hopefully hopefully many of you. If not all of you have experienced that as well. But it was super computers. We hear about that all the time, as I just told you a few minutes ago, Lennox isn't just the foundation for enterprise and cloud computing. It's also the foundation for the fastest super computers in the world. In our next guest is here to tell us a lot more about that. >> Please welcome Lawrence Livermore National Laboratory. HPC solution Architect Robin Goldstone. >> Thank you so much, Robin. >> So welcome. Welcome to the summit. Welcome to Boston. And thank thank you so much for coming for joining us. Can you tell us a bit about the goals of Lawrence Livermore National Lab and how high high performance computing really works at this level? >> Sure. So Lawrence Livermore National >> Lab was established during the Cold War to address urgent national security needs by advancing the state of nuclear weapons, science and technology and high performance computing has always been one of our core capabilities. In fact, our very first supercomputer, ah Univac one was ordered by Edward Teller before our lab even opened back in nineteen fifty two. Our mission has evolved since then to cover a broad range of national security challenges. But first and foremost, our job is to ensure the safety, security and reliability of the nation's nuclear weapons stockpile. Oh, since the US no longer performs underground nuclear testing, our ability to certify the stockpile depends heavily on science based science space methods. We rely on H P C to simulate the behavior of complex weapons systems to ensure that they can function as expected, well beyond their intended life spans. That's actually great. >> So are you really are still running on that on that Univac? >> No, Actually, we we've moved on since then. So Sierra is Lawrence Livermore. Its latest and greatest supercomputer is currently the Seconds spastic supercomputer in the world and for the geeks in the audience, I think there's a few of them out there. We put up some of the specs of Syrah on the screen behind me, a couple of things worth highlighting our Sierra's peak performance and its power utilisation. So one hundred twenty five Pata flops of performance is equivalent to about twenty thousand of those Xbox one excess that you mentioned earlier and eleven point six megawatts of power required Operate Sierra is enough to power around eleven thousand homes. Syria is a very large and complex system, but underneath it all, it starts out as a collection of servers running Lin IX and more specifically, rail. >> So did Lawrence. Did Lawrence Livermore National Lab National Lab used Yisrael before >> Sierra? Oh, yeah, most definitely. So we've been running rail for a very long time on what I'll call our mid range HPC systems. So these clusters, built from commodity components, are sort of the bread and butter of our computer center. And running rail on these systems provides us with a continuity of operations and a common user environment across multiple generations of hardware. Also between Lawrence Livermore in our sister labs, Los Alamos and Sandia. Alongside these commodity clusters, though, we've always had one sort of world class supercomputer like Sierra. Historically, these systems have been built for a sort of exotic proprietary hardware running entirely closed source operating systems. Anytime something broke, which was often the Vander would be on the hook to fix it. And you know, >> that sounds >> like a good model, except that what we found overtime is most the issues that we have on these systems were either due to the extreme scale or the complexity of our workloads. Vendors seldom had a system anywhere near the size of ours, and we couldn't give them our classified codes. So their ability to reproduce our problem was was pretty limited. In some cases, they've even sent an engineer on site to try to reproduce our problems. But even then, sometimes we wouldn't get a fix for months or else they would just tell us they weren't going to fix the problem because we were the only ones having it. >> So for many of us, for many of us, the challenges is one of driving reasons for open source, you know, for even open source existing. How has how did Sierra change? Things are on open source for >> you. Sure. So when we developed our technical requirements for Sierra, we had an explicit requirement that we want to run an open source operating system and a strong preference for rail. At the time, IBM was working with red hat toe add support Terrell for their new little Indian power architecture. So it was really just natural for them to bid a red. A rail bay system for Sierra running Raylan Cyril allows us to leverage the model that's worked so well for us for all this time on our commodity clusters any packages that we build for X eighty six, we can now build those packages for power as well as our market texture using our internal build infrastructure. And while we have a formal support relationship with IBM, we can also tap our in house colonel developers to help debug complex problems are sys. Admin is Khun now work on any of our systems, including Sierra, without having toe pull out their cheat sheet of obscure proprietary commands. Our users get a consistent software environment across all our systems. And if the security vulnerability comes out, we don't have to chase around getting fixes from Multan slo es fenders. >> You know, you've been able, you've been able to extend your foundation from all the way from X eighty six all all the way to the extract excess Excuse scale supercomputing. We talk about giving customers all we talked about it all the time. A standard operational foundation to build upon. This isn't This isn't exactly what we've envisioned. So So what's next for you >> guys? Right. So what's next? So Sierra's just now going into production. But even so, we're already working on the contract for our next supercomputer called El Capitan. That's scheduled to be delivered the Lawrence Livermore in the twenty twenty two twenty timeframe. El Capitan is expected to be about ten times the performance of Sierra. I can't share any more details about that system right now, but we are hoping that we're going to be able to continue to build on a solid foundation. That relish provided us for well over a decade. >> Well, thank you so much for your support of realm over the years, Robin. And And thank you so much for coming and tell us about it today. And we can't wait to hear more about El Capitan. Thank you. Thank you very much. So now you know why we're so proud of realm. And while you saw confetti cannons and T shirt cannons last night, um, so you know, as as burned the team talked about the demo rail is the force multiplier for servers. We've made Lennox one of the most powerful platforms in the history of platforms. But just as Lennox has become a viable platform with access for everyone, and rail has become viable, more viable every day in the enterprise open source projects began to flourish around the operating system. And we needed to bring those projects to our enterprise customers in the form of products with the same trust models as we did with Ralph seeing the incredible progress of software development occurring around Lennox. Let's let's lead us to the next goal that we said tow, tow ourselves. That goal was to make hybrid cloud the default enterprise for the architecture. How many? How many of you out here in the audience or are Cesar are? HC sees how many out there a lot. A lot. You are the people that our building the next generation of computing the hybrid cloud, you know, again with like just like our goals around Lennox. This goals might seem a little daunting in the beginning, but as a community we've proved it time and time again. We are unstoppable. Let's talk a bit about what got us to the point we're at right right now and in the work that, as always, we still have in front of us. We've been on a decade long mission on this. Believe it or not, this mission was to build the capabilities needed around the Lenox operating system to really build and make the hybrid cloud. When we saw well, first taking hold in the enterprise, we knew that was just taking the first step. Because for a platform to really succeed, you need applications running on it. And to get those applications on your platform, you have to enable developers with the tools and run times for them to build, to build upon. Over the years, we've closed a few, if not a lot of those gaps, starting with the acquisition of J. Boss many years ago, all the way to the new Cuban Eddie's native code ready workspaces we launched just a few months back. We realized very early on that building a developer friendly platform was critical to the success of Lennox and open source in the enterprise. Shortly after this, the public cloud stormed onto the scene while our first focus as a company was done on premise in customer data centers, the public cloud was really beginning to take hold. Rehl very quickly became the standard across public clouds, just as it was in the enterprise, giving customers that common operating platform to build their applications upon ensuring that those applications could move between locations without ever having to change their code or operating model. With this new model of the data center spread across so many multiple environments, management had to be completely re sought and re architected. And given the fact that environments spanned multiple locations, management, real solid management became even more important. Customers deploying in hybrid architectures had to understand where their applications were running in how they were running, regardless of which infrastructure provider they they were running on. We invested over the years with management right alongside the platform, from satellite in the early days to cloud forms to cloud forms, insights and now answerable. We focused on having management to support the platform wherever it lives. Next came data, which is very tightly linked toe applications. Enterprise class applications tend to create tons of data and to have a common operating platform foyer applications. You need a storage solutions. That's Justus, flexible as that platform able to run on premise. Just a CZ. Well, as in the cloud, even across multiple clouds. This let us tow acquisitions like bluster, SEF perma bitch in Nubia, complimenting our Pratt platform with red hat storage for us, even though this sounds very condensed, this was a decade's worth of investment, all in preparation for building the hybrid cloud. Expanding the portfolio to cover the areas that a customer would depend on to deploy riel hybrid cloud architectures, finding any finding an amplifying the right open source project and technologies, or filling the gaps with some of these acquisitions. When that necessarily wasn't available by twenty fourteen, our foundation had expanded, but one big challenge remained workload portability. Virtual machine formats were fragmented across the various deployments and higher level framework such as Java e still very much depended on a significant amount of operating system configuration and then containers happened containers, despite having a very long being in existence for a very long time. As a technology exploded on the scene in twenty fourteen, Cooper Netease followed shortly after in twenty fifteen, allowing containers to span multiple locations and in one fell swoop containers became the killer technology to really enable the hybrid cloud. And here we are. Hybrid is really the on ly practical reality in way for customers and a red hat. We've been investing in all aspects of this over the last eight plus years to make our customers and partners successful in this model. We've worked with you both our customers and our partners building critical realm in open shift deployments. We've been constantly learning about what has caused problems and what has worked well in many cases. And while we've and while we've amassed a pretty big amount of expertise to solve most any challenge in in any area that stack, it takes more than just our own learning's to build the next generation platform. Today we're also introducing open shit for which is the culmination of those learnings. This is the next generation of the application platform. This is truly a platform that has been built with our customers and not simply just with our customers in mind. This is something that could only be possible in an open source development model and just like relish the force multiplier for servers. Open shift is the force multiplier for data centers across the hybrid cloud, allowing customers to build thousands of containers and operate them its scale. And we've also announced open shift, and we've also announced azure open shift. Last night. Satya on this stage talked about that in depth. This is all about extending our goals of a common operating platform enabling applications across the hybrid cloud, regardless of whether you run it yourself or just consume it as a service. And with this flagship release, we are also introducing operators, which is the central, which is the central feature here. We talked about this work last year with the operator framework, and today we're not going to just show you today. We're not going to just show you open shift for we're going to show you operators running at scale operators that will do updates and patches for you, letting you focus more of your time and running your infrastructure and running running your business. We want to make all this easier and intuitive. So let's have a quick look at how we're doing. Just that >> painting. I know all of you have heard we're talking to pretend to new >> customers about the travel out. So new plan. Just open it up as a service been launched by this summer. Look, I know this is a big quest for not very big team. I'm open to any and all ideas. >> Please welcome back to the stage. Red Hat Global director of developer Experience burst Sutter with Jessica Forrester and Daniel McPherson. All right, we're ready to do some more now. Now. Earlier we showed you read Enterprise Clinic St running on lots of different hardware like this hardware you see right now And we're also running across multiple cloud providers. But now we're going to move to another world of Lennox Containers. This is where you see open shift four on how you can manage large clusters of applications from eggs limits containers across the hybrid cloud. We're going to see this is where suffer operators fundamentally empower human operators and especially make ups and Deb work efficiently, more efficiently and effectively there together than ever before. Rights. We have to focus on the stage right now. They're represent ops in death, and we're gonna go see how they reeled in application together. Okay, so let me introduce you to Dan. Dan is totally representing all our ops folks in the audience here today, and he's telling my ops, comfort person Let's go to call him Mr Ops. So Dan, >> thanks for with open before, we had a much easier time setting up in maintaining our clusters. In large part, that's because open shit for has extended management of the clusters down to the infrastructure, the diversity kinds of parent. When you take >> a look at the open ship console, >> you can now see the machines that make up the cluster where machine represents the infrastructure. Underneath that Cooper, Eddie's node open shit for now handles provisioning Andy provisioning of those machines. From there, you could dig into it open ship node and see how it's configured and monitor how it's behaving. So >> I'm curious, >> though it does this work on bare metal infrastructure as well as virtualized infrastructure. >> Yeah, that's right. Burn So Pa Journal nodes, no eternal machines and open shit for can now manage it all. Something else we found extremely useful about open ship for is that it now has the ability to update itself. We can see this cluster hasn't update available and at the press of a button. Upgrades are responsible for updating. The entire platform includes the nodes, the control plane and even the operating system and real core arrests. All of this is possible because the infrastructure components and their configuration is now controlled by technology called operators. Thes software operators are responsible for aligning the cluster to a desired state. And all of this makes operational management of unopened ship cluster much simpler than ever before. All right, I >> love the fact that all that's been on one console Now you can see the full stack right all way down to the bare metal right there in that one console. Fantastic. So I wanted to scare us for a moment, though. And now let's talk to Deva, right? So Jessica here represents our all our developers in the room as my facts. He manages a large team of developers here Red hat. But more importantly, she represents our vice president development and has a large team that she has to worry about on a regular basis of Jessica. What can you show us? We'LL burn My team has hundreds of developers and were constantly under pressure to deliver value to our business. And frankly, we can't really wait for Dan and his ops team to provisioned the infrastructure and the services that we need to do our job. So we've chosen open shift as our platform to run our applications on. But until recently, we really struggled to find a reliable source of Cooper Netease Technologies that have the operational characteristics that Dan's going to actually let us install through the cluster. But now, with operator, How bio, we're really seeing the V ecosystem be unlocked. And the technology's there. Things that my team needs, its databases and message cues tracing and monitoring. And these operators are actually responsible for complex applications like Prometheus here. Okay, they're written in a variety of languages, danceable, but that is awesome. So I do see a number of options there already, and preaches is a great example. But >> how do you >> know that one? These operators really is mature enough and robust enough for Dan and the outside of the house. Wilbert, Here we have the operator maturity model, and this is going to tell me and my team whether this particular operator is going to do a basic install if it's going to upgrade that application over time through different versions or all the way out to full auto pilot, where it's automatically scaling and tuning the application based on the current environment. And it's very cool. So coming over toothy open shift Consul, now we can actually see Dan has made the sequel server operator available to me and my team. That's the database that we're using. A sequel server. That's a great example. So cynics over running here in the cluster? But this is a great example for a developer. What if I want to create a new secret server instance? Sure, we're so it's as easy as provisioning any other service from the developer catalog. We come in and I can type for sequel server on what this is actually creating is, ah, native resource called Sequel Server, and you can think of that like a promise that a sequel server will get created. The operator is going to see that resource, install the application and then manage it over its life cycle, KAL, and from this install it operators view, I can see the operators running in my project and which resource is its managing Okay, but I'm >> kind of missing >> something here. I see this custom resource here, the sequel server. But where the community's resource is like pods. Yeah, I think it's cool that we get this native resource now called Sequel Server. But if I need to, I can still come in and see the native communities. Resource is like your staple set in service here. Okay, that is fantastic. Now, we did say earlier on, though, like many of our customers in the audience right now, you have a large team of engineers. Lost a large team of developers you gotta handle. You gotta have more than one secret server, right? We do one for every team as we're developing, and we use a lot of other technologies running on open shift as well, including Tomcat and our Jenkins pipelines and our dough js app that is gonna actually talk to that sequel server database. Okay, so this point we can kind of provisions, Some of these? Yes. Oh, since all of this is self service for me and my team's, I'm actually gonna go and create one of all of those things I just said on all of our projects, right Now, if you just give me a minute, Okay? Well, right. So basically, you're going to knock down No Jazz Jenkins sequel server. All right, now, that's like hundreds of bits of application level infrastructure right now. Live. So, Dan, are you not terrified? Well, I >> guess I should have done a little bit better >> job of managing guests this quota and historically just can. I might have had some conflict here because creating all these new applications would admit my team now had a massive back like tickets to work on. But now, because of software operators, my human operators were able to run our infrastructure at scale. So since I'm long into the cluster here as the cluster admin, I get this view of pods across all projects. And so I get an idea of what's happening across the entire cluster. And so I could see now we have four hundred ninety four pods already running, and there's a few more still starting up. And if I scroll to the list, we can see the different workloads Jessica just mentioned of Tomcats. And no Gs is And Jenkins is and and Siegel servers down here too, you know, I see continues >> creating and you have, like, close to five hundred pods running >> there. So, yeah, filters list down by secret server, so we could just see. Okay, But >> aren't you not >> running going around a cluster capacity at some point? >> Actually, yeah, we we definitely have a limited capacity in this cluster. And so, luckily, though, we already set up auto scale er's And so because the additional workload was launching, we see now those outer scholars have kicked in and some new machines are being created that don't yet have noticed. I'm because they're still starting up. And so there's another good view of this as well, so you can see machine sets. We have one machine set per availability zone, and you could see the each one is now scaling from ten to twelve machines. And the way they all those killers working is for each availability zone, they will. If capacities needed, they will add additional machines to that availability zone and then later effect fast. He's no longer needed. It will automatically take those machines away. >> That is incredible. So right now we're auto scaling across multiple available zones based on load. Okay, so looks like capacity planning and automation is fully, you know, handle this point. But I >> do have >> another question for year logged in. Is the cluster admin right now into the console? Can you show us your view of >> operator suffer operators? Actually, there's a couple of unique views here for operators, for Cluster admits. The first of those is operator Hub. This is where a cluster admin gets the ability to curate the experience of what operators are available to users of the cluster. And so obviously we already have the secret server operator installed, which which we've been using. The other unique view is operator management. This gives a cluster I've been the ability to maintain the operators they've already installed. And so if we dig in and see the secret server operator, well, see, we haven't set up for manual approval. And what that means is if a new update comes in for a single server, then a cluster and we would have the ability to approve or disapprove with that update before installs into the cluster, we'LL actually and there isn't upgrade that's available. Uh, I should probably wait to install this, though we're in the middle of scaling out this cluster. And I really don't want to disturb Jessica's application. Workflow. >> Yeah, so, actually, Dan, it's fine. My app is already up. It's running. Let me show it to you over here. So this is our products application that's talking to that sequel server instance. And for debugging purposes, we can see which version of sequel server we're currently talking to. Its two point two right now. And then which pod? Since this is a cluster, there's more than one secret server pod we could be connected to. Okay, I could see right there the bounder screeners they know to point to. That's the version we have right now. But, you know, >> this is kind of >> point of software operators at this point. So, you know, everyone in this room, you know, wants to see you hit that upgrade button. Let's do it. Live here on stage. Right, then. All >> right. All right. I could see where this is going. So whenever you updated operator, it's just like any other resource on communities. And so the first thing that happens is the operator pot itself gets updated so we actually see a new version of the operator is currently being created now, and what's that gets created, the overseer will be terminated. And that point, the new, softer operator will notice. It's now responsible for managing lots of existing Siegel servers already in the environment. And so it's then going Teo update each of those sickle servers to match to the new version of the single server operator and so we could see it's running. And so if we switch now to the all projects view and we filter that list down by sequel server, then we should be able to see us. So lots of these sickle servers are now being created and the old ones are being terminated. So is the rolling update across the cluster? Exactly a So the secret server operator Deploy single server and an H A configuration. And it's on ly updates a single instance of secret server at a time, which means single server always left in nature configuration, and Jessica doesn't really have to worry about downtime with their applications. >> Yeah, that's awesome dance. So glad the team doesn't have to worry about >> that anymore and just got I think enough of these might have run by Now, if you try your app again might be updated. >> Let's see Jessica's application up here. All right. On laptop three. >> Here we go. >> Fantastic. And yet look, we're We're into two before we're onto three. Now we're on to victory. Excellent on. >> You know, I actually works so well. I don't even see a reason for us to leave this on manual approval. So I'm going to switch this automatic approval. And then in the future, if a new single server comes in, then we don't have to do anything, and it'll be all automatically updated on the cluster. >> That is absolutely fantastic. And so I was glad you guys got a chance to see that rolling update across the cluster. That is so cool. The Secret Service database being automated and fully updated. That is fantastic. Alright, so I can see how a software operator doesn't able. You don't manage hundreds if not thousands of applications. I know a lot of folks or interest in the back in infrastructure. Could you give us an example of the infrastructure >> behind this console? Yeah, absolutely. So we all know that open shift is designed that run in lots of different environments. But our teams think that as your redhead over, Schiff provides one of the best experiences by deeply integrating the open chief Resource is into the azure console, and it's even integrated into the azure command line toll and the easy open ship man. And, as was announced yesterday, it's now available for everyone to try out. And there's actually one more thing we wanted to show Everyone related to open shit, for this is all so new with a penchant for which is we now have multi cluster management. This gives you the ability to keep track of all your open shift environments, regardless of where they're running as well as you can create new clusters from here. And I'll dig into the azure cluster that we were just taking a look at. >> Okay, but is this user and face something have to install them one of my existing clusters? >> No, actually, this is the host of service that's provided by Red hat is part of cloud that redhead that calm and so all you have to do is log in with your red hair credentials to get access. >> That is incredible. So one console, one user experience to see across the entire hybrid cloud we saw earlier with Red update. Right and red embers. Thank Satan. Now we see it for multi cluster management. But home shift so you can fundamentally see. Now the suffer operators do finally change the game when it comes to making human operators vastly more productive and, more importantly, making Devon ops work more efficiently together than ever before. So we saw the rich ice vehicle system of those software operators. We can manage them across the Khyber Cloud with any, um, shift instance. And more importantly, I want to say Dan and Jessica for helping us with this demonstration. Okay, fantastic stuff, guys. Thank you so much. Let's get Paul back out here >> once again. Thanks >> so much to burn his team. Jessica and Dan. So you've just seen how open shift operators can help you manage hundreds, even thousands of applications. Install, upgrade, remove nodes, control everything about your application environment, virtual physical, all the way out to the cloud making, making things happen when the business demands it even at scale, because that's where it's going to get. Our next guest has lots of experience with demand at scale. and they're using open source container management to do it. Their work, their their their work building a successful cloud, First platform and there, the twenty nineteen Innovation Award winner. >> Please welcome twenty nineteen Innovation Award winner. Cole's senior vice president of technology, Rich Hodak. >> How you doing? Thanks. >> Thanks so much for coming out. We really appreciate it. So I guess you guys set some big goals, too. So can you baby tell us about the bold goal? Helped you personally help set for Cole's. And what inspired you to take that on? Yes. So it was twenty seventeen and life was pretty good. I had no gray hair and our business was, well, our tech was working well, and but we knew we'd have to do better into the future if we wanted to compete. Retails being disrupted. Our customers are asking for new experiences, So we set out on a goal to become an open hybrid cloud platform, and we chose Red had to partner with us on a lot of that. We set off on a three year journey. We're currently in Year two, and so far all KP eyes are on track, so it's been a great journey thus far. That's awesome. That's awesome. So So you Obviously, Obviously you think open source is the way to do cloud computing. So way absolutely agree with you on that point. So So what? What is it that's convinced you even more along? Yeah, So I think first and foremost wait, do we have a lot of traditional IAS fees? But we found that the open source partners actually are outpacing them with innovation. So I think that's where it starts for us. Um, secondly, we think there's maybe some financial upside to going more open source. We think we can maybe take some cost out unwind from these big fellas were in and thirdly, a CZ. We go to universities. We started hearing. Is we interviewed? Hey, what is Cole's doing with open source and way? Wanted to use that as a lever to help recruit talent. So I'm kind of excited, you know, we partner with Red Hat on open shift in in Rail and Gloucester and active M Q and answerable and lots of things. But we've also now launched our first open source projects. So it's really great to see this journey. We've been on. That's awesome, Rich. So you're in. You're in a high touch beta with with open shift for So what? What features and components or capabilities are you most excited about and looking forward to what? The launch and you know, and what? You know what? What are the something maybe some new goals that you might be able to accomplish with with the new features. And yeah, So I will tell you we're off to a great start with open shift. We've been on the platform for over a year now. We want an innovation award. We have this great team of engineers out here that have done some outstanding work. But certainly there's room to continue to mature that platform. It calls, and we're excited about open shift, for I think there's probably three things that were really looking forward to. One is we're looking forward to, ah, better upgrade process. And I think we saw, you know, some of that in the last demo. So upgrades have been kind of painful up until now. So we think that that that will help us. Um, number two, A lot of our open shift workloads today or the workloads. We run an open shifts are the stateless apse. Right? And we're really looking forward to moving more of our state full lapse into the platform. And then thirdly, I think that we've done a great job of automating a lot of the day. One stuff, you know, the provisioning of, of things. There's great opportunity o out there to do mohr automation for day two things. So to integrate mohr with our messaging systems in our database systems and so forth. So we, uh we're excited. Teo, get on board with the version for wear too. So, you know, I hope you, Khun, we can help you get to the next goals and we're going to continue to do that. Thank you. Thank you so much rich, you know, all the way from from rail toe open shift. It's really exciting for us, frankly, to see our products helping you solve World War were problems. What's you know what? Which is. Really? Why way do this and and getting into both of our goals. So thank you. Thank you very much. And thanks for your support. We really appreciate it. Thanks. It has all been amazing so far and we're not done. A critical part of being successful in the hybrid cloud is being successful in your data center with your own infrastructure. We've been helping our customers do that in these environments. For almost twenty years now, we've been running the most complex work loads in the world. But you know, while the public cloud has opened up tremendous possibilities, it also brings in another type of another layer of infrastructure complexity. So what's our next goal? Extend your extend your data center all the way to the edge while being as effective as you have been over the last twenty twenty years, when it's all at your own fingertips. First from a practical sense, Enterprises air going to have to have their own data centers in their own environment for a very long time. But there are advantages of being able to manage your own infrastructure that expand even beyond the public cloud all the way out to the edge. In fact, we talked about that very early on how technology advances in computer networking is storage are changing the physical boundaries of the data center every single day. The need, the need to process data at the source is becoming more and more critical. New use cases Air coming up every day. Self driving cars need to make the decisions on the fly. In the car factory processes are using a I need to adapt in real time. The factory floor has become the new edge of the data center, working with things like video analysis of a of A car's paint job as it comes off the line, where a massive amount of data is on ly needed for seconds in order to make critical decisions in real time. If we had to wait for the video to go up to the cloud and back, it would be too late. The damage would have already been done. The enterprise is being stretched to be able to process on site, whether it's in a car, a factory, a store or in eight or nine PM, usually involving massive amounts of data that just can't easily be moved. Just like these use cases couldn't be solved in private cloud alone because of things like blatant see on data movement, toe address, real time and requirements. They also can't be solved in public cloud alone. This is why open hybrid is really the model that's needed in the only model forward. So how do you address this class of workload that requires all of the above running at the edge? With the latest technology all its scale, let me give you a bit of a preview of what we're working on. We are taking our open hybrid cloud technologies to the edge, Integrated with integrated with Aro AM Hardware Partners. This is a preview of a solution that will contain red had open shift self storage in K V M virtual ization with Red Hat Enterprise Lennox at the core, all running on pre configured hardware. The first hardware out of the out of the gate will be with our long time. Oh, am partner Del Technologies. So let's bring back burn the team to see what's right around the corner. >> Please welcome back to the stage. Red Hat. Global director of developer Experience burst Sutter with Kareema Sharma. Okay, We just how was your Foreign operators have redefined the capabilities and usability of the open hybrid cloud, and now we're going to show you a few more things. Okay, so just be ready for that. But I know many of our customers in this audience right now, as well as the customers who aren't even here today. You're running tens of thousands of applications on open chef clusters. We know that disappearing right now, but we also know that >> you're not >> actually in the business of running terminators clusters. You're in the business of oil and gas from the business retail. You're in a business transportation, you're in some other business and you don't really want to manage those things at all. We also know though you have lo latest requirements like Polish is talking about. And you also dated gravity concerns where you >> need to keep >> that on your premises. So what you're about to see right now in this demonstration is where we've taken open ship for and made a bare metal cluster right here on this stage. This is a fully automated platform. There is no underlying hyper visor below this platform. It's open ship running on bare metal. And this is your crew vanities. Native infrastructure, where we brought together via mes containers networking and storage with me right now is green mush arma. She's one of her engineering leaders responsible for infrastructure technologies. Please welcome to the stage, Karima. >> Thank you. My pleasure to be here, whether it had summit. So let's start a cloud. Rid her dot com and here we can see the classroom Dannon Jessica working on just a few moments ago From here we have a bird's eye view ofthe all of our open ship plasters across the hybrid cloud from multiple cloud providers to on premises and noticed the spare medal last year. Well, that's the one that my team built right here on this stage. So let's go ahead and open the admin console for that last year. Now, in this demo, we'LL take a look at three things. A multi plaster inventory for the open Harbor cloud at cloud redhead dot com. Second open shift container storage, providing convert storage for virtual machines and containers and the same functionality for cloud vert and bare metal. And third, everything we see here is scuba unit is native, so by plugging directly into communities, orchestration begin common storage. Let working on monitoring facilities now. Last year, we saw how continue native actualization and Q Bert allow you to run virtual machines on Cabinet is an open shift, allowing for a single converge platform to manage both containers and virtual machines. So here I have this dark net project now from last year behead of induced virtual machine running it S P darknet application, and we had started to modernize and continue. Arise it by moving. Parts of the application from the windows began to the next containers. So let's take a look at it here. I have it again. >> Oh, large shirt, you windows. Earlier on, I was playing this game back stage, so it's just playing a little solitaire. Sorry about that. >> So we don't really have time for that right now. Birds. But as I was saying, Over here, I have Visions Studio Now the window's virtual machine is just another container and open shift and the i d be service for the virtual machine. It's just another service in open shift open shifts. Running both containers and virtual machines together opens a whole new world of possibilities. But why stop there? So this here be broadened to come in. It is native infrastructure as our vision to redefine the operation's off on premises infrastructure, and this applies to all matters of workloads. Using open shift on metal running all the way from the data center to the edge. No by your desk, right to main benefits. Want to help reduce the operation casts And second, to help bring advance good when it is orchestration concept to your infrastructure. So next, let's take a look at storage. So open shift container storage is software defined storage, providing the same functionality for both the public and the private lads. By leveraging the operator framework, open shift container storage automatically detects the available hardware configuration to utilize the discs in the most optimal vein. So then adding my note, you don't have to think about how to balance the storage. Storage is just another service running an open shift. >> And I really love this dashboard quite honestly, because I love seeing all the storage right here. So I'm kind of curious, though. Karima. What kind of storage would you What, What kind of applications would you use with the storage? >> Yeah, so this is the persistent storage. To be used by a database is your files and any data from applications such as a Magic Africa. Now the A Patrick after operator uses school, been at this for scheduling and high availability, and it uses open shift containers. Shortest. Restore the messages now Here are on premises. System is running a caf co workload streaming sensor data on DH. We want toe sort it and act on it locally, right In a minute. A place where maybe we need low latency or maybe in a data lake like situation. So we don't want to send the starter to the cloud. Instead, we want to act on it locally, right? Let's look at the griffon a dashboard and see how our system is doing so with the incoming message rate of about four hundred messages for second, the system seems to be performing well, right? I want to emphasize this is a fully integrated system. We're doing the testing An optimization sze so that the system can Artoo tune itself based on the applications. >> Okay, I love the automated operations. Now I am a curious because I know other folks in the audience want to know this too. What? Can you tell us more about how there's truly integrated communities can give us an example of that? >> Yes. Again, You know, I want to emphasize everything here is managed poorly by communities on open shift. Right. So you can really use the latest coolest to manage them. All right. Next, let's take a look at how easy it is to use K native with azure functions to script alive Reaction to a live migration event. >> Okay, Native is a great example. If actually were part of my breakout session yesterday, you saw me demonstrate came native. And actually, if you want to get hands on with it tonight, you can come to our guru night at five PM and actually get hands on like a native. So I really have enjoyed using K. Dated myself as a software developer. And but I am curious about the azure functions component. >> Yeah, so as your functions is a function is a service engine developed by Microsoft fully open source, and it runs on top of communities. So it works really well with our on premises open shift here. Right now, I have a simple azure function that I already have here and this azure function, you know, Let's see if this will send out a tweet every time we live My greater Windows virtual machine. Right. So I have it integrated with open shift on DH. Let's move a note to maintenance to see what happens. So >> basically has that via moves. We're going to see the event triggered. They trigger the function. >> Yeah, important point I want to make again here. Windows virtue in machines are equal citizens inside of open shift. We're investing heavily in automation through the use of the operator framework and also providing integration with the hardware. Right, So next, Now let's move that note to maintain it. >> But let's be very clear here. I wanna make sure you understand one thing, and that is there is no underlying virtual ization software here. This is open ship running on bear. Meddle with these bare metal host. >> That is absolutely right. The system can automatically discover the bare metal hosts. All right, so here, let's move this note to maintenance. So I start them Internets now. But what will happen at this point is storage will heal itself, and communities will bring back the same level of service for the CAFTA application by launching a part on another note and the virtual machine belive my great right and this will create communities events. So we can see. You know, the events in the event stream changes have started to happen. And as a result of this migration, the key native function will send out a tweet to confirm that could win. It is native infrastructure has indeed done the migration for the live Ian. Right? >> See the events rolling through right there? >> Yeah. All right. And if we go to Twitter? >> All right, we got tweets. Fantastic. >> And here we can see the source Nord report. Migration has succeeded. It's a pretty cool stuff right here. No. So we want to bring you a cloud like experience, but this means is we're making operational ease a fuse as a top goal. We're investing heavily in encapsulating management knowledge and working to pre certify hardware configuration in working with their partners such as Dell, and they're dead already. Note program so that we can provide you guidance on specific benchmarks for specific work loads on our auto tuning system. >> All right, well, this is tow. I know right now, you're right thing, and I want to jump on the stage and check out the spare metal cluster. But you should not right. Wait After the keynote didn't. Come on, check it out. But also, I want you to go out there and think about visiting our partner Del and their booth where they have one. These clusters also. Okay, So this is where vmc networking and containers the storage all come together And a Kurban in his native infrastructure. You've seen right here on this stage, but an agreement. You have a bit more. >> Yes. So this is literally the cloud coming down from the heavens to us. >> Okay? Right here, Right now. >> Right here, right now. So, to close the loop, you can have your plaster connected to cloud redhead dot com for our insights inside reliability engineering services so that we can proactively provide you with the guidance through automated analyses of telemetry in logs and help flag a problem even before you notice you have it Beat software, hardware, performance, our security. And one more thing. I want to congratulate the engineers behind the school technology. >> Absolutely. There's a lot of engineers here that worked on this cluster and worked on the stack. Absolutely. Thank you. Really awesome stuff. And again do go check out our partner Dale. They're just out that door I can see them from here. They have one. These clusters get a chance to talk to them about how to run your open shift for on a bare metal cluster as well. Right, Kareema, Thank you so much. That was totally awesome. We're at a time, and we got to turn this back over to Paul. >> Thank you. Right. >> Okay. Okay. Thanks >> again. Burned, Kareema. Awesome. You know, So even with all the exciting capabilities that you're seeing, I want to take a moment to go back to the to the first platform tenant that we learned with rail, that the platform has to be developer friendly. Our next guest knows something about connecting a technology like open shift to their developers and part of their company. Wide transformation and their ability to shift the business that helped them helped them make take advantage of the innovation. Their Innovation award winner this year. Please, Let's welcome Ed to the stage. >> Please welcome. Twenty nineteen. Innovation Award winner. BP Vice President, Digital transformation. Ed Alford. >> Thanks, Ed. How your fake Good. So was full. Get right into it. What we go you guys trying to accomplish at BP and and How is the goal really important in mandatory within your organization? Support on everyone else were global energy >> business, with operations and over seventy countries. Andi. We've embraced what we call the jewel challenge, which is increasing the mind for energy that we have as individuals in the world. But we need to produce the energy with fuel emissions. It's part of that. One of our strategic priorities that we >> have is to modernize the whole group on. That means simplifying our processes and enhancing >> productivity through digital solutions. So we're using chlo based technologies >> on, more importantly, open source technologies to clear a community and say, the whole group that collaborates effectively and efficiently and uses our data and expertise to embrace the jewel challenge and actually try and help solve that problem. That's great. So So how did these heart of these new ways of working benefit your team and really the entire organ, maybe even the company as a whole? So we've been given the Innovation Award for Digital conveyor both in the way it was created and also in water is delivering a couple of guys in the audience poll costal and brewskies as he they they're in the team. Their teams developed that convey here, using our jail and Dev ops and some things. We talk about this stuff a lot, but actually the they did it in a truly our jail and develops we, um that enabled them to experiment and walking with different ways. And highlight in the skill set is that we, as a group required in order to transform using these approaches, we can no move things from ideation to scale and weeks and days sometimes rather than months. Andi, I think that if we can take what they've done on DH, use more open source technology, we contain that technology and apply across the whole group to tackle this Jill challenge. And I think that we use technologists and it's really cool. I think that we can no use technology and open source technology to solve some of these big challenges that we have and actually just preserve the planet in a better way. So So what's the next step for you guys at BP? So moving forward, we we are embracing ourselves, bracing a clothed, forced organization. We need to continue to live to deliver on our strategy, build >> over the technology across the entire group to address the jewel >> challenge and continue to make some of these bold changes and actually get into and really use. Our technology is, I said, too addresses you'LL challenge and make the future of our planet a better place for ourselves and our children and our children's children. That's that's a big goal. But thank you so much, Ed. Thanks for your support. And thanks for coming today. Thank you very much. Thank you. Now comes the part that, frankly, I think his best part of the best part of this presentation We're going to meet the type of person that makes all of these things a reality. This tip this type of person typically works for one of our customers or with one of with one of our customers as a partner to help them make the kinds of bold goals like you've heard about today and the ones you'll hear about Maura the way more in the >> week. I think the thing I like most about it is you feel that reward Just helping people I mean and helping people with stuff you enjoy right with computers. My dad was the math and science teacher at the local high school. And so in the early eighties, that kind of met here, the default person. So he's always bringing in a computer stuff, and I started a pretty young age. What Jason's been able to do here is Mohr evangelize a lot of the technologies between different teams. I think a lot of it comes from the training and his certifications that he's got. He's always concerned about their experience, how easy it is for them to get applications written, how easy it is for them to get them up and running at the end of the day. We're a loan company, you know. That's way we lean on accounting like red. That's where we get our support front. That's why we decided to go with a product like open shift. I really, really like to product. So I went down. The certification are out in the training ground to learn more about open shit itself. So my daughter's teacher, they were doing a day of coding, and so they asked me if I wanted to come and talk about what I do and then spend the day helping the kids do their coding class. The people that we have on our teams, like Jason, are what make us better than our competitors, right? Anybody could buy something off the shelf. It's people like him. They're able to take that and mold it into something that then it is a great offering for our partners and for >> customers. Please welcome Red Hat Certified Professional of the Year Jason Hyatt. >> Jason, Congratulations. Congratulations. What a what a big day, huh? What a really big day. You know, it's great. It's great to see such work, You know that you've done here. But you know what's really great and shows out in your video It's really especially rewarding. Tow us. And I'm sure to you as well to see how skills can open doors for for one for young women, like your daughters who already loves technology. So I'd liketo I'd like to present this to you right now. Take congratulations. Congratulations. Good. And we I know you're going to bring this passion. I know you bring this in, everything you do. So >> it's this Congratulations again. Thanks, Paul. It's been really exciting, and I was really excited to bring my family here to show the experience. It's it's >> really great. It's really great to see him all here as well going. Maybe we could you could You guys could stand up. So before we leave before we leave the stage, you know, I just wanted to ask, What's the most important skill that you'LL pass on from all your training to the future generations? >> So I think the most important thing is you have to be a continuous learner you can't really settle for. Ah, you can't be comfortable on learning, which I already know. You have to really drive a continuous Lerner. And of course, you got to use the I ninety. Maxwell. Quite. >> I don't even have to ask you the question. Of course. Right. Of course. That's awesome. That's awesome. And thank you. Thank you for everything, for everything that you're doing. So thanks again. Thank you. You know what makes open source work is passion and people that apply those considerable talents that passion like Jason here to making it worked and to contribute their idea there. There's back. And believe me, it's really an impressive group of people. You know you're family and especially Berkeley in the video. I hope you know that the redhead, the certified of the year is the best of the best. The cream of the crop and your dad is the best of the best of that. So you should be very, very happy for that. I also and I also can't wait. Teo, I also can't wait to come back here on this stage ten years from now and present that same award to you. Berkeley. So great. You should be proud. You know, everything you've heard about today is just a small representation of what's ahead of us. We've had us. We've had a set of goals and realize some bold goals over the last number of years that have gotten us to where we are today. Just to recap those bold goals First bait build a company based solely on open source software. It seems so logical now, but it had never been done before. Next building the operating system of the future that's going to run in power. The enterprise making the standard base platform in the op in the Enterprise Olympics based operating system. And after that making hybrid cloud the architecture of the future make hybrid the new data center, all leading to the largest software acquisition in history. Think about it around us around a company with one hundred percent open source DNA without. Throughout. Despite all the fun we encountered over those last seventeen years, I have to ask, Is there really any question that open source has won? Realizing our bold goals and changing the way software is developed in the commercial world was what we set out to do from the first day in the Red Hat was born. But we only got to that goal because of you. Many of you contributors, many of you knew toe open source software and willing to take the risk along side of us and many of partners on that journey, both inside and outside of Red Hat. Going forward with the reach of IBM, Red hat will accelerate. Even Mohr. This will bring open source general innovation to the next generation hybrid data center, continuing on our original mission and goal to bring open source technology toe every corner of the planet. What I what I just went through in the last hour Soul, while mind boggling to many of us in the room who have had a front row seat to this overto last seventeen plus years has only been red hats. First step. Think about it. We have brought open source development from a niche player to the dominant development model in software and beyond. Open Source is now the cornerstone of the multi billion dollar enterprise software world and even the next generation hybrid act. Architecture would not even be possible without Lennox at the core in the open innovation that it feeds to build around it. This is not just a step forward for software. It's a huge leap in the technology world beyond even what the original pioneers of open source ever could have imagined. We have. We have witnessed open source accomplished in the last seventeen years more than what most people will see in their career. Or maybe even a lifetime open source has forever changed the boundaries of what will be possible in technology in the future. And in the one last thing to say, it's everybody in this room and beyond. Everyone outside continue the mission. Thanks have a great sum. It's great to see it

>> live from Boston, Massachusetts. It's the queue covering your red. Have some twenty nineteen brought to you by bread hat >> and welcome back to the Red Hat Summit. We're live in the B, C, E C, the Boston Convention and Exposition Center, along with two metal men. I'm John Walls were joined by Stephanie Cheer us. Who is the vice president? GM and Red had Enterprise. Lennox? Yes. Good to see here. >> Nice to see you teach >> back in Boston, right back >> in Boston. Home turf. >> You feel at home here? I would give you a big day for you. Right. Relic comes out generally available now a big impact on the marketplaces. Talk about that baby that you've given birth through here today. >> Wear so excited and, you know, having put in all the time. Part of this is representing all the work the team has done and the communities have done. When you think about all the work that goes into a Lennox distribution, it is everybody. It's the communities, It's the partners. So we released the Red Hat Enterprise Lennox eight beta in November mid November. We've had forty thousand downloads of that beta since November. People who have provided feedback and comments, suggestions, all of that fed into what we've released today as the Red Hat Enterprise Lennox eight. General availability. So it's a big day, and part of it is we're just so proud of how we've done it and what we've done. And we've really redefined what are not the value of an operating system with Red Hat Enterprise on its eight >> Dannic students, even saying earlier. Excuse me still, but you're saying there's many years in the making, right? Twenty fourteen It was That was the last was when. Seven. >> That's right. It's been five years. >> And so Hobart Theatre, editor of Process That You went through especially, you know, through that beta stage of a little interested in that are a lot interested in that. In terms of of the changes that were still made at that time that once you heard from users and actually put it into practice, >> yes, so we one of the things that part of our subscription model is getting feedback from customers. It's critical for us and tow advocate for those asks upstream because, of course, everything we do is done upstream. So this is part of the way we build, I would say relate was quite different in the sense that I focus all the features and functions we put into it into two pockets. We wanted to make sure that it helped customers with all the changes that have happened in the industry, helped them run their business better. So things like, Is it hard to find Lenox skills? How did we build a Web console to make that easier? Is it hard to orchestrate a data center? We put in a new capability that's a rules based engine, as a software is a service offering in every rail subscription that takes all that we have learned in the market to how to run an efficient Lennox data center. And it sends that out an assassin offering toe every rail subscription owner right that helps them be more efficient. And then there's the whole set of features and functions we put in to help customers grow the business things like container tooling so they can take that one step into containers right from the operating system. Application streams pull in new versions, so I look at everything we've done. Is it relate, really focuses on running the business better, more efficiently and helping grow the business. It's combination of those two things, and the feedback has been great, right? The relic Beta was great. Some tweaks, some tuning. Some. I like how this is too hard. Take out the friction. That's what we were working on since November. >> Stephanie. It is fascinating to me because, you know, I remember last year Saturn with the right hat team. They talked about just that. The amount of change that goes in tow. Lennox, you know, talk about, you know, it's twenty one point six million lines of code. Over the last two years, a third of the code base has changed, and it's something that you know, since it's open source. There's a lot of visibility by the community has been coming for years, yet something you've been working on for five years. We know how much change there's been in the industry. You just talk a little bit about how you balance those dynamics of, you know, that the caves of released cycle. I understand there's going to be a very systematic approach going forward, as how releases are how right that looks at things >> and and one of the roles that we see that we play in the industry is sitting between all the innovation and the outlook work that's being done in the communities and the enterprise, customers who need to know that they're going to run this hardware and it's gonna work. They're going to run this application and it's going to work, and we serve to bridge that gap in between. We advocate for our customers upstream. We make sure that innovation has tried true and tested by the time it reaches them in rail and we sit in that bridge. So to your point, we're constantly getting input from customers about things that are critical to them, things like life cycle capabilities. Now in an upstream community, they probably don't care about a ten year life cycle. But if you're running it on the floor of a data center, they do and we bridge that gap, feeding that back and forth, and it is a bit of a balance. We need to make sure we're pulling in the next generation of things that are important. But we're also protecting what's important to accustom, earthy, enterprise level and honestly stew. It's a constant given take and a constant balance. But, you know, there are a few things that we hold on principle one, it will always be upstream first to it will always serve our customers. In the enterprise. We do it on their behalf. So you know, the beauty of open source is everyone can play in the three million communities that exist in all of that innovation, the challenges everyone can play. So now how do you take that and run your business on it? That's where we come in. So this is why it's so important in this subscription, we constantly get that input from customers. >> Yeah, absolutely way. When we look at this face in the cloud world, I'm kind of used tto running on the latest and greatest on platform. Takes care of it. And as we you know, customer state, they're living in that hybrid and multi cloud world, and we need to bridge from the old. Okay, I'm running in minus two because I haven't finished testing it yet. I want to make sure I've got the latest security one of Les trois and care of the latest features. So I need to be ableto balance both of those, and it's challenging. >> It is challenging and to your point balancing, that is, you know, we had focused on relate because we really wanted to change the >> value. >> Um, but now moving forward, What we've heard from customers is it's a real business advantage for them to know when they're going to get a new release so they can time it with their hardware updates and their eyes. V update. So, as you mentioned as we head into rally, much more predictable life cycle will have minor releases every six months, major releases every three years. And, you know, as an engineer, you always say what I want to have this and I want to have this and and then sometimes it can divert your schedule. What we've heard from our customers is No, no, no. My schedule is really important. I need to plan. I need to predict. So now we put the schedule first. Going forward will put in everything we can into that version and prioritize what we can. But schedule became very important customers. So, to your point, predictable life cycle is important in relative, >> so huge impact in the business that way, you're giving them stability and certainty and predictability. Let's talk about the economic impact, if you will, because you did a fascinating study. I DC did it for you about this global economic impact that's being realised by rail. And the figures are there beyond impressive. They're staggering in terms of positive economic contributions. Wouldn't talk about that a little bit. >> Yeah, absolutely. You know, when I when I think about what we all want to do every day, we all want to have impact. It's not always easy to measure impact. And so when we worked with I D. C. And we asked them to go off and do this study, it really was about measuring and economic impact in the world, and I was even flabbergasted at the numbers. But if you look at all the applications and the software that run on rent had Enterprise Lennox, collectively, it will touch ten trillion dollars of business revenue this year. That's amazing. I think partly partly that speaks to several things. It speaks to the importance of Lennox and the market and where it stands with respect to being running core business and mission critical work made what dollars in sense touch, as well as where the new applications are being written. That's the importance of Lennox. I think it's also an astounding statement to say Lennox is built around an ecosystem. It's built by communities, and when you start to make that self sustaining, that's the kind of impact that it can have. But it's incredible. >> Yeah, I loved we had one of the customers we had already was DBS Bank, and they talked about the financial industry on DH. You know, security and innovation and helping to become a technology company themselves. And it's not sitting in a silo. And they had insourced rather than outsourced, and its partnership with Red Hat that that helps enable a lot of that transformation for, you know, company that people don't necessarily think of, you know, banking as you know, that driver of technology innovation, >> right? And when they looked at when they looked at for customers, for customers who use it just is, you say, because they kind of are now technology companies. How do they look at the value of rail? Roughly, it was about a fifty fifty split between savings and productivity, which feeds into savings and growth right, new revenue being driven. So it really ties back to clinics being Yes, what we run and how do we maximize efficiency for it? And yet how do we grow our business? So it's it's It's absolutely, I mean the use of the software that's being run on Red Hot enterprise Lennox will will reach economic benefits for those customers of a trillion dollars a year. That's huge. That's huge. So it's great. >> Yeah, So out of that ten trillion, I don't know if you could put it in the buckets if you can, but just or maybe the most impressive buckets, if you will, is it through efficiency is the truth time say, visit through better higher production? Uh, I mean, where are those big chunk gains being realised? >> So they provided a breakout of productivity and cost savings in the center and then revenue growth. And honestly, it's a fifty fifty split between savings and growth, and I think that's a huge statement, right about not only what can be done to do cost savings, because that starts to change the way you know everyone starts to think of. A commodity is no once I get into a commodity, I'm going to just save money, and I'm going to pull every cent out. But when its strategic, that's when you grow. And so to me, seeing a fifty percent split pea to and what I can save with it and what I can grow with it. The operating system is anything but a commodity, right? It's a complete strategic decision for a company. So it was great, >> right? So Stephanie would talk. Talk about economic impact. Something I always loved to talk about at this show is what's happening with jobs. Six year we've been doing this show in the early years. It was that Lennox operating model is just becoming pervasive. You look at what happened in the cloud, lookit what topping and software to find, whether it be networking or other piece of the environment. If you understand Lennox, chances are those operating models or what they're using in your that time to get up to speed on those new skills is going to be smaller, can talk about what you're seeing kind of thie ecosystem of jobs, not just, you know, red hat. You know the customers using it, but but even beyond. >> Yeah, so we see that. I mean that this study will show that but nine hundred thousand jobs are being driven by the rail ecosystem. That's massive. That's massive. And and while many of those companies air global, a lot of that is domestic. So I think that as we look at the skills group, that air moving forward and you look at even the operating system adoption and they're operating system adoption of Lennox and those skills customers right now are saying Lennox skills are hard to find. We're working to make it easier. But nine hundred thousand jobs, that's all. That's a lot of work being driven by this ecosystem alone. >> Well, you said jobs where you just talked about difficulty in some respects. What about educating the modern workforce or or an updated workforce? I mean, what kind of impact can you have on that? Or do you want tohave on that in terms of finding the right people in order to keep driving you forward? Because I think a lot of people share that concern is just coming up with that, that brain power, if you will, that that firepower to keep this innovative cycle to keep it rolling like it like it is. Where you going for that? How you doing that? >> You know, I think I think there's a couple. There's clearly things we can do in the product we added in something called Web Console. It's built off the upstream called cockpit, but it comes in and it is. You know, you can run your Lennox service now from your phone off of a Web portal, and it'Ll be shown in a demo tomorrow morning, which is is just the coolest toe Launch up your system Jets grade, and we worked very closely to make sure that the gooey and the feel and the way it was done with similar toe windows. Because many companies certainly have Windows installations, they have Lennox installations. The more we can make the most of the skills that customers have and be able to have that be cross compatible is really important, and clearly we have. The market has recognized the importance of developers not only as influencers but developed, but developing the next applications. What will come down the pipeline in? Let's face it, many customers, we're seeing all. I didn't know my developer was doing this, but they're coming in with real, you know, growth opportunities for the business. So we have really put in a play for developers. We have developer subscriptions that they can use. So a very focused effort with our team to reach out to the developers, make sure they have the tools they need, the capabilities they need. We've put in build a pod, man and scope eo right into the rail sub so that, you know, they can start to build their containers right from the OS. >> All right, So, Stephanie, we've talked a bunch about relate. And I know that Hunza session you're going to be in the keynote today. >> Yes. Give us >> a You know, a key nugget or two that, you know, it might be overlooked if if if you didn't shine a light on it, you know, love to get your take on what you're geeking out on when it comes to relate. >> Yeah, So I'm actually one of the things and and I know you'LL have a deep dive on this later. One of the things that I love about it is we have pulled in This relate launch is very much to me. A Portfolio launch Redhead is a portfolio company of enterprise software. It's not a product company. We're not just an OS company, although that's important. We're portfolio company. So what you'LL see in the relative announcement is really how it ties to the rest of the portfolio. Red Hat Enterprise Lennox Core OS As part of feeding into open shift, that's important. Having universal base image be the way we allow developers. We allow eyes ves to build containers that are ready to deliver that well experience on open shift Iran. Well, that's huge for us. Pulling in capabilities like management within sites, pulling that directly into every sub. Every rail. Six seven eight sub. Right to me, we've taken Rail eight is the first real step where we launch a product, but it's a portfolio launch. And, uh, and that's partly why it makes me so excited, right? I mean, being in relics like being being in all the products, that red hat, because where the foundation of it, that's what I hope people walk away feeling right that the OS is important and its core to the whole portfolio that red hat can deliver, >> but we look forward to the keynote tonight. Yes. You're gonna knock it out of the park as you always do. Thanks for joining us. And maybe if you have a little expertise on the side, give Brad Stevenson call Celtics coach. I think you could use a win right now. Every celtics on thin ice right now, but Red Hat very much Bruins once. All right? Okay. All right, >> I'll take it. >> It's a win, right, Stephanie? Thank you. Thanks, Joe. It's a pleasure to have you back with more for the redhead summit. You're watching the cue. >> How well

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> We're back in Del Technologies world. All the action. Fifteen thousand people here. You watching the Cube? The leader in live tech coverage? My name is Dave. Along time here with my co host student, um, in Walter Wall coverage. Drew Schulke is here Vice president of networking product Management at Del Technologies. Good to see you, Drew. >> Thanks for having us. >> You're very welcome. Text coming on. So we're talking networking. It's been an exploding business for you guys. I mean, it's one of the really shining stars of of the portfolio. We're gonna talk a little bit about why, but go back a little bit. Talk about some of the trends and networking over the past several years. Obviously, cloud is changing the way people are looking at networks here, this multi cloud thing, What's going on? >> Well, I think we won the clock back five years ago because that's what I think. We have this seminal moment in networking where we as at the time Della now Delhi emcee took an unprecedented step to say we wanted to segregate the networking stack, for We want the hardware discussion in the software discussion around networking to be distinct on DH. It wasn't, you know, novel for the network at the time, but for the rest of the industry, if you think about the way storage and servers and virtual ization head of all, not really novel. So we were really kind of playing catch up from a networking perspective, and that really opened up a whole new era of covering for us in terms of what we were doing as a networking vendor. You also look at what some of the big hyper scale companies were trying to do with their own networks. And there was this great synergy to put together this cloud computing era networking stack that was fundamentally different than what we've seen for the past twenty years. And we've just seen a massive wave of adoption and moving to this open this aggregated and software to find network ever since. >> So stools up more of a networking guy than I am, he explained to me years ago. Dave, with the Clouds Network's gonna flatten Travis going to go east west, not so much north south, he would draw the diagrams. What did that mean from a from a product perspective for you guys. >> What a member of a proper perspective for us is that we wanted to focus on to your point. This modern networking design, which is you're going to talk about the fabrics. It's all about the fabrics, which is the way we put together that network in the data center to facilitate all that east West traffic. And done correctly, it can scale toe on a massive scale. This is what all the biggest hyper skills air out there running today to support their cloud data centers, which have thousands of servers and thousands of switch, is behind it. So it's a proven model. It could be very, very effective, and ultimately, just in terms of its approach and architecture, the total cost of ownership is significantly lower than what we saw you for the previous twenty years. And then >> just true. It's really interesting, you know, that the challenger of Time is absolutely these distributed systems and it is dis aggregating. At the same time, customers are looking forward to be simplified and, you know, if you can pull things together on DH you look at You know, what I heard on the stage this morning is a lot of the cloud messaging was it was Del Plus Veum wear and partners there to put together that entire solution from a customer. I can't say OK, well, let me get a box and lend me light, load some operating system and take all these other pieces. I can't be building the stack and putting all of these pieces together. So explain how while you're dis aggregating at the end of the day, this is going to be simpler for customers. And operationally, it's something that they shouldn't have to touch too much >> so But by desegregating way, let the software guys do with the software guys do, which is software and software is a powerful tool when it comes to the network that was never really fully tapped until we opened up the switch and allowed it to be, you know, agnostic to the software that was running on top of it. So let me bring up a case in point. Big switch, A big partner of ours who had a big announcement a couple days ago where we're actually entering into an OM agreement. They've got a strong presence here, you know, through their software in that fabric that very, very large and complex fabric. They've done a great job in terms of making that fabric appear to be much simpler than it really is. And it's all about the way you present it in terms of this complexity and how do we manage that? And so our mission in working with companies like big switches to bring a level of simplicity Teo to a piece of the data center that, quite frankly, for the longest time has been thriving on complexity, where people kind of got paid by understanding how complex things were. And it really doesn't have to be that way. Software can be powerful. Software can make lives easier. Software could be an integral part of that transformation story, and networking is no different when it comes to that. >> So you got some hard news? Att, the show today We talked about that. >> Yeah, so a couple of things we have going on. So for one today, we announced a new branding of our networking hardware portfolio. So given that we are powering some of the biggest data centers in the world. We are embracing the power adjective here and going with the power switch brand of networking switches S o joining some of our fellow Delhi and see product lines with that with that power theme on it, I think it's a great transition. And so we're really excited about that. You know, we're going to have some nice themes around flipping the switch from a power perspective, open networking, which a lot of our customers are already doing today. So it's a big one that we have today. Another one that we have is we're announcing a couple of new, actually a new power switches in that portfolio. Some twenty five gigs switches that we're bringing to market really focused on a hyper converge software to find storage use case wherein a great many cases. There's a small cluster that small in size in terms of number of nodes but has a high degree of bandwidth that's required to make it perform. So we've introduced a couple of small poor count twenty five gigs switches as well at the show s so very excited about those being the first to flagship power switch switches that we're bringing to the >> market drops Really interesting. I mean, I worked a DMC and when we worked on some of the package solutions, there was storage networking pieces. But, you know, networking in general, You know, I I had advocated for years. We need to be ableto bundle this together. You want to be able to have that easy button so that I can freakin figure and put everything fainting together there. You can explain that. You know, people think HD either are like, Oh, isn't that have networking all bundled in? How is it tied together? But yet, you know, usually these air kind of separate peace, sis, >> I say, Up until a few months ago, networking was on afterthought from an HD eye perspective. And that's an interesting statement, not just from a deli and see perspective, but leading up to that few months ago. We've been working heavily, for example, with VX rail team, because while hyper convergence has a great story line around collapsing computing storage together in the value prop, there was really, really compelling that working was this kind of well, it's just going to sort of work. But if you took a You know, some deep conversations with customers around problems they saw on deployment and areas where they might be holding themselves back in terms of performance. Of those systems, networking was a common thing. And so for us, it was a no brainer to sit down with the X rail team and say, You know, how do we, you know, force the best practice in terms of the network and just automate the heck out of it? And so what we did is develop a deep set of integrations with the extra manager, where Roos ten operating system can do a handshake with the extra manager and take the number of steps to deploy and Hcea Network and reduce it by ninety six percent. So that's pretty compelling in terms of automation, and we're doing it in such a way that it's always going to be that best practice every time. So there's no guessing on Did I do it correctly? I'm not gonna have a performance issue. Why not just automate that and make it really seem with so great advancements? They're excited about even taking that further with them in additional work down the road next year. >> One of things we're hearing from executives, Adele certainly heard it from From Jeff Clark. Uh, in the analyst breakout this morning is alignment across the portfolio of del companies. Obviously, VM wears a linchpin of your multi cloud strategy. Uh, you can't talk with V M, where executives talked to them without hearing about NSX. So what do you doing with regard to NSX and NSX integration? >> Yeah, great question. So great think. Restoring that we have about NSX is in terms of what it's expecting of what we call the underlay or the physical network that's actually powering the network is they wanted to be fabric based. They wanted to be good at transport and easy to manage. And so a lot of the work that we've been trying to do with them is how do we present that network into an NSX environment so that that physical in virtual network come together in a seamless way? So that's an area that we were spending a lot of time with him. Another area you'LL be moving beyond NSX into other elements that fall within their networking and security business unit is what they're doing at the wide area network. So another big announcement that we have coming out today that I'm really excited to talk about is we've been teaming up with the fellow Claude business within VM Where to deploy what we're calling the s t win. Uh, EJ powered by v m. Where? So this is going to be a turnkey appliance coming preloaded with the fellow cloud software on it running on our new virtual edge products, which is a portfolio of products we added to the networking portfolio about a year ago. And what we believe it's going to go do is enable you know, a significant transformation story of customers that wanna shift to this software to find land. And the economics behind this way don't have enough time in the interview. You need to go into it. But the savings that customers can gain moving to a software defined when strategy just in the transport costs alone with a wider network are compelling. >> Yes, s so just, you know, put a point on that. When when we've looked at multi cloud Esti win is one of those areas that you know, customers said, Oh, this is a real enabler I can't really do multi cloud. I can have a bunch of pieces, but if I want to tie together, if I want to really do anything, they're SD wins. Enablement plain kind of why that is, >> yeah, because ATT the end of the day Look, you're you're sitting there on your call that an end point device and think about the traffic pattern that you're generating as an employee of some of that traffic is going to public Cloud A. Someone's going to public copy. Someone's going to a centralized data center. These traffic patterns, they're becoming more complex. They're carrying more and more traffic as we crank up the band with in terms of what we're trying to support. And so our customers, when they look at that, how did they bring order to that? And if you don't have a software to find approach where you could bring some level of centralization of policy and end the invisibility of all those end points, it's going to become unruly, which, which is what it's become for a great many customers. So it's very rare that I come across the customer that doesn't want to have an ston conversation to your point Because the pain points air, their traffic continues to grow. The multi cloud story means I have to direct it to several different clouds, including my own, including the others. And I gotta have an effective way to go do that. >> What is this? Flip the switch mean? >> Flip the switch. Yeah, great. So you'LL see some people walking around with flip the switch shirts. So in commemoration of our power switch brand that we're announcing today, uh, you know, we want to encourage our customers to flip the switch to open networking to embrace the modern network design that we've been talking about for the past five years that a great many of our customers have been flipping the switch to. So we've been consistently growing about to exit the market in the data center space with what we've been doing with this open networking approach, and we want to crank it up even higher. So we're inviting all our customers toe flip the switch, overto open networking. So >> give us the bottom line. Why? Del Networking summarized it for >> I don't know, working because we're going to be the company that's gonna have the conversation around a modern network that's going to enable you to be a software to find and live in that multi cloud world. Full stop. That's it. Everything we do from the lowest piece of hardware, every piece of software that we work to, the partners that we partner with are all about enabling that journey. And it's a really simple strategy. >> Awesome, Drew. Thanks so much for coming to Cuba. Great. Have appreciated. All right. Keep it right there, buddy. Back with our next guests. Right after this short break, David. Dante was too many men right back.