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Jay Marshall, Neural Magic | AWS Startup Showcase S3E1


 

(upbeat music) >> Hello, everyone, and welcome to theCUBE's presentation of the "AWS Startup Showcase." This is season three, episode one. The focus of this episode is AI/ML: Top Startups Building Foundational Models, Infrastructure, and AI. It's great topics, super-relevant, and it's part of our ongoing coverage of startups in the AWS ecosystem. I'm your host, John Furrier, with theCUBE. Today, we're excited to be joined by Jay Marshall, VP of Business Development at Neural Magic. Jay, thanks for coming on theCUBE. >> Hey, John, thanks so much. Thanks for having us. >> We had a great CUBE conversation with you guys. This is very much about the company focuses. It's a feature presentation for the "Startup Showcase," and the machine learning at scale is the topic, but in general, it's more, (laughs) and we should call it "Machine Learning and AI: How to Get Started," because everybody is retooling their business. Companies that aren't retooling their business right now with AI first will be out of business, in my opinion. You're seeing massive shift. This is really truly the beginning of the next-gen machine learning AI trend. It's really seeing ChatGPT. Everyone sees that. That went mainstream. But this is just the beginning. This is scratching the surface of this next-generation AI with machine learning powering it, and with all the goodness of cloud, cloud scale, and how horizontally scalable it is. The resources are there. You got the Edge. Everything's perfect for AI 'cause data infrastructure's exploding in value. AI is just the applications. This is a super topic, so what do you guys see in this general area of opportunities right now in the headlines? And I'm sure you guys' phone must be ringing off the hook, metaphorically speaking, or emails and meetings and Zooms. What's going on over there at Neural Magic? >> No, absolutely, and you pretty much nailed most of it. I think that, you know, my background, we've seen for the last 20-plus years. Even just getting enterprise applications kind of built and delivered at scale, obviously, amazing things with AWS and the cloud to help accelerate that. And we just kind of figured out in the last five or so years how to do that productively and efficiently, kind of from an operations perspective. Got development and operations teams. We even came up with DevOps, right? But now, we kind of have this new kind of persona and new workload that developers have to talk to, and then it has to be deployed on those ITOps solutions. And so you pretty much nailed it. Folks are saying, "Well, how do I do this?" These big, generational models or foundational models, as we're calling them, they're great, but enterprises want to do that with their data, on their infrastructure, at scale, at the edge. So for us, yeah, we're helping enterprises accelerate that through optimizing models and then delivering them at scale in a more cost-effective fashion. >> Yeah, and I think one of the things, the benefits of OpenAI we saw, was not only is it open source, then you got also other models that are more proprietary, is that it shows the world that this is really happening, right? It's a whole nother level, and there's also new landscape kind of maps coming out. You got the generative AI, and you got the foundational models, large LLMs. Where do you guys fit into the landscape? Because you guys are in the middle of this. How do you talk to customers when they say, "I'm going down this road. I need help. I'm going to stand this up." This new AI infrastructure and applications, where do you guys fit in the landscape? >> Right, and really, the answer is both. I think today, when it comes to a lot of what for some folks would still be considered kind of cutting edge around computer vision and natural language processing, a lot of our optimization tools and our runtime are based around most of the common computer vision and natural language processing models. So your YOLOs, your BERTs, you know, your DistilBERTs and what have you, so we work to help optimize those, again, who've gotten great performance and great value for customers trying to get those into production. But when you get into the LLMs, and you mentioned some of the open source components there, our research teams have kind of been right in the trenches with those. So kind of the GPT open source equivalent being OPT, being able to actually take, you know, a multi-$100 billion parameter model and sparsify that or optimize that down, shaving away a ton of parameters, and being able to run it on smaller infrastructure. So I think the evolution here, you know, all this stuff came out in the last six months in terms of being turned loose into the wild, but we're staying in the trenches with folks so that we can help optimize those as well and not require, again, the heavy compute, the heavy cost, the heavy power consumption as those models evolve as well. So we're staying right in with everybody while they're being built, but trying to get folks into production today with things that help with business value today. >> Jay, I really appreciate you coming on theCUBE, and before we came on camera, you said you just were on a customer call. I know you got a lot of activity. What specific things are you helping enterprises solve? What kind of problems? Take us through the spectrum from the beginning, people jumping in the deep end of the pool, some people kind of coming in, starting out slow. What are the scale? Can you scope the kind of use cases and problems that are emerging that people are calling you for? >> Absolutely, so I think if I break it down to kind of, like, your startup, or I maybe call 'em AI native to kind of steal from cloud native years ago, that group, it's pretty much, you know, part and parcel for how that group already runs. So if you have a data science team and an ML engineering team, you're building models, you're training models, you're deploying models. You're seeing firsthand the expense of starting to try to do that at scale. So it's really just a pure operational efficiency play. They kind of speak natively to our tools, which we're doing in the open source. So it's really helping, again, with the optimization of the models they've built, and then, again, giving them an alternative to expensive proprietary hardware accelerators to have to run them. Now, on the enterprise side, it varies, right? You have some kind of AI native folks there that already have these teams, but you also have kind of, like, AI curious, right? Like, they want to do it, but they don't really know where to start, and so for there, we actually have an open source toolkit that can help you get into this optimization, and then again, that runtime, that inferencing runtime, purpose-built for CPUs. It allows you to not have to worry, again, about do I have a hardware accelerator available? How do I integrate that into my application stack? If I don't already know how to build this into my infrastructure, does my ITOps teams, do they know how to do this, and what does that runway look like? How do I cost for this? How do I plan for this? When it's just x86 compute, we've been doing that for a while, right? So it obviously still requires more, but at least it's a little bit more predictable. >> It's funny you mentioned AI native. You know, born in the cloud was a phrase that was out there. Now, you have startups that are born in AI companies. So I think you have this kind of cloud kind of vibe going on. You have lift and shift was a big discussion. Then you had cloud native, kind of in the cloud, kind of making it all work. Is there a existing set of things? People will throw on this hat, and then what's the difference between AI native and kind of providing it to existing stuff? 'Cause we're a lot of people take some of these tools and apply it to either existing stuff almost, and it's not really a lift and shift, but it's kind of like bolting on AI to something else, and then starting with AI first or native AI. >> Absolutely. It's a- >> How would you- >> It's a great question. I think that probably, where I'd probably pull back to kind of allow kind of retail-type scenarios where, you know, for five, seven, nine years or more even, a lot of these folks already have data science teams, you know? I mean, they've been doing this for quite some time. The difference is the introduction of these neural networks and deep learning, right? Those kinds of models are just a little bit of a paradigm shift. So, you know, I obviously was trying to be fun with the term AI native, but I think it's more folks that kind of came up in that neural network world, so it's a little bit more second nature, whereas I think for maybe some traditional data scientists starting to get into neural networks, you have the complexity there and the training overhead, and a lot of the aspects of getting a model finely tuned and hyperparameterization and all of these aspects of it. It just adds a layer of complexity that they're just not as used to dealing with. And so our goal is to help make that easy, and then of course, make it easier to run anywhere that you have just kind of standard infrastructure. >> Well, the other point I'd bring out, and I'd love to get your reaction to, is not only is that a neural network team, people who have been focused on that, but also, if you look at some of the DataOps lately, AIOps markets, a lot of data engineering, a lot of scale, folks who have been kind of, like, in that data tsunami cloud world are seeing, they kind of been in this, right? They're, like, been experiencing that. >> No doubt. I think it's funny the data lake concept, right? And you got data oceans now. Like, the metaphors just keep growing on us, but where it is valuable in terms of trying to shift the mindset, I've always kind of been a fan of some of the naming shift. I know with AWS, they always talk about purpose-built databases. And I always liked that because, you know, you don't have one database that can do everything. Even ones that say they can, like, you still have to do implementation detail differences. So sitting back and saying, "What is my use case, and then which database will I use it for?" I think it's kind of similar here. And when you're building those data teams, if you don't have folks that are doing data engineering, kind of that data harvesting, free processing, you got to do all that before a model's even going to care about it. So yeah, it's definitely a central piece of this as well, and again, whether or not you're going to be AI negative as you're making your way to kind of, you know, on that journey, you know, data's definitely a huge component of it. >> Yeah, you would have loved our Supercloud event we had. Talk about naming and, you know, around data meshes was talked about a lot. You're starting to see the control plane layers of data. I think that was the beginning of what I saw as that data infrastructure shift, to be horizontally scalable. So I have to ask you, with Neural Magic, when your customers and the people that are prospects for you guys, they're probably asking a lot of questions because I think the general thing that we see is, "How do I get started? Which GPU do I use?" I mean, there's a lot of things that are kind of, I won't say technical or targeted towards people who are living in that world, but, like, as the mainstream enterprises come in, they're going to need a playbook. What do you guys see, what do you guys offer your clients when they come in, and what do you recommend? >> Absolutely, and I think where we hook in specifically tends to be on the training side. So again, I've built a model. Now, I want to really optimize that model. And then on the runtime side when you want to deploy it, you know, we run that optimized model. And so that's where we're able to provide. We even have a labs offering in terms of being able to pair up our engineering teams with a customer's engineering teams, and we can actually help with most of that pipeline. So even if it is something where you have a dataset and you want some help in picking a model, you want some help training it, you want some help deploying that, we can actually help there as well. You know, there's also a great partner ecosystem out there, like a lot of folks even in the "Startup Showcase" here, that extend beyond into kind of your earlier comment around data engineering or downstream ITOps or the all-up MLOps umbrella. So we can absolutely engage with our labs, and then, of course, you know, again, partners, which are always kind of key to this. So you are spot on. I think what's happened with the kind of this, they talk about a hockey stick. This is almost like a flat wall now with the rate of innovation right now in this space. And so we do have a lot of folks wanting to go straight from curious to native. And so that's definitely where the partner ecosystem comes in so hard 'cause there just isn't anybody or any teams out there that, I literally do from, "Here's my blank database, and I want an API that does all the stuff," right? Like, that's a big chunk, but we can definitely help with the model to delivery piece. >> Well, you guys are obviously a featured company in this space. Talk about the expertise. A lot of companies are like, I won't say faking it till they make it. You can't really fake security. You can't really fake AI, right? So there's going to be a learning curve. They'll be a few startups who'll come out of the gate early. You guys are one of 'em. Talk about what you guys have as expertise as a company, why you're successful, and what problems do you solve for customers? >> No, appreciate that. Yeah, we actually, we love to tell the story of our founder, Nir Shavit. So he's a 20-year professor at MIT. Actually, he was doing a lot of work on kind of multicore processing before there were even physical multicores, and actually even did a stint in computational neurobiology in the 2010s, and the impetus for this whole technology, has a great talk on YouTube about it, where he talks about the fact that his work there, he kind of realized that the way neural networks encode and how they're executed by kind of ramming data layer by layer through these kind of HPC-style platforms, actually was not analogous to how the human brain actually works. So we're on one side, we're building neural networks, and we're trying to emulate neurons. We're not really executing them that way. So our team, which one of the co-founders, also an ex-MIT, that was kind of the birth of why can't we leverage this super-performance CPU platform, which has those really fat, fast caches attached to each core, and actually start to find a way to break that model down in a way that I can execute things in parallel, not having to do them sequentially? So it is a lot of amazing, like, talks and stuff that show kind of the magic, if you will, a part of the pun of Neural Magic, but that's kind of the foundational layer of all the engineering that we do here. And in terms of how we're able to bring it to reality for customers, I'll give one customer quote where it's a large retailer, and it's a people-counting application. So a very common application. And that customer's actually been able to show literally double the amount of cameras being run with the same amount of compute. So for a one-to-one perspective, two-to-one, business leaders usually like that math, right? So we're able to show pure cost savings, but even performance-wise, you know, we have some of the common models like your ResNets and your YOLOs, where we can actually even perform better than hardware-accelerated solutions. So we're trying to do, I need to just dumb it down to better, faster, cheaper, but from a commodity perspective, that's where we're accelerating. >> That's not a bad business model. Make things easier to use, faster, and reduce the steps it takes to do stuff. So, you know, that's always going to be a good market. Now, you guys have DeepSparse, which we've talked about on our CUBE conversation prior to this interview, delivers ML models through the software so the hardware allows for a decoupling, right? >> Yep. >> Which is going to drive probably a cost advantage. Also, it's also probably from a deployment standpoint it must be easier. Can you share the benefits? Is it a cost side? Is it more of a deployment? What are the benefits of the DeepSparse when you guys decouple the software from the hardware on the ML models? >> No you actually, you hit 'em both 'cause that really is primarily the value. Because ultimately, again, we're so early. And I came from this world in a prior life where I'm doing Java development, WebSphere, WebLogic, Tomcat open source, right? When we were trying to do innovation, we had innovation buckets, 'cause everybody wanted to be on the web and have their app and a browser, right? We got all the money we needed to build something and show, hey, look at the thing on the web, right? But when you had to get in production, that was the challenge. So to what you're speaking to here, in this situation, we're able to show we're just a Python package. So whether you just install it on the operating system itself, or we also have a containerized version you can drop on any container orchestration platform, so ECS or EKS on AWS. And so you get all the auto-scaling features. So when you think about that kind of a world where you have everything from real-time inferencing to kind of after hours batch processing inferencing, the fact that you can auto scale that hardware up and down and it's CPU based, so you're paying by the minute instead of maybe paying by the hour at a lower cost shelf, it does everything from pure cost to, again, I can have my standard IT team say, "Hey, here's the Kubernetes in the container," and it just runs on the infrastructure we're already managing. So yeah, operational, cost and again, and many times even performance. (audio warbles) CPUs if I want to. >> Yeah, so that's easier on the deployment too. And you don't have this kind of, you know, blank check kind of situation where you don't know what's on the backend on the cost side. >> Exactly. >> And you control the actual hardware and you can manage that supply chain. >> And keep in mind, exactly. Because the other thing that sometimes gets lost in the conversation, depending on where a customer is, some of these workloads, like, you know, you and I remember a world where even like the roundtrip to the cloud and back was a problem for folks, right? We're used to extremely low latency. And some of these workloads absolutely also adhere to that. But there's some workloads where the latency isn't as important. And we actually even provide the tuning. Now, if we're giving you five milliseconds of latency and you don't need that, you can tune that back. So less CPU, lower cost. Now, throughput and other things come into play. But that's the kind of configurability and flexibility we give for operations. >> All right, so why should I call you if I'm a customer or prospect Neural Magic, what problem do I have or when do I know I need you guys? When do I call you in and what does my environment look like? When do I know? What are some of the signals that would tell me that I need Neural Magic? >> No, absolutely. So I think in general, any neural network, you know, the process I mentioned before called sparcification, it's, you know, an optimization process that we specialize in. Any neural network, you know, can be sparcified. So I think if it's a deep-learning neural network type model. If you're trying to get AI into production, you have cost concerns even performance-wise. I certainly hate to be too generic and say, "Hey, we'll talk to everybody." But really in this world right now, if it's a neural network, it's something where you're trying to get into production, you know, we are definitely offering, you know, kind of an at-scale performant deployable solution for deep learning models. >> So neural network you would define as what? Just devices that are connected that need to know about each other? What's the state-of-the-art current definition of neural network for customers that may think they have a neural network or might not know they have a neural network architecture? What is that definition for neural network? >> That's a great question. So basically, machine learning models that fall under this kind of category, you hear about transformers a lot, or I mentioned about YOLO, the YOLO family of computer vision models, or natural language processing models like BERT. If you have a data science team or even developers, some even regular, I used to call myself a nine to five developer 'cause I worked in the enterprise, right? So like, hey, we found a new open source framework, you know, I used to use Spring back in the day and I had to go figure it out. There's developers that are pulling these models down and they're figuring out how to get 'em into production, okay? So I think all of those kinds of situations, you know, if it's a machine learning model of the deep learning variety that's, you know, really specifically where we shine. >> Okay, so let me pretend I'm a customer for a minute. I have all these videos, like all these transcripts, I have all these people that we've interviewed, CUBE alumnis, and I say to my team, "Let's AI-ify, sparcify theCUBE." >> Yep. >> What do I do? I mean, do I just like, my developers got to get involved and they're going to be like, "Well, how do I upload it to the cloud? Do I use a GPU?" So there's a thought process. And I think a lot of companies are going through that example of let's get on this AI, how can it help our business? >> Absolutely. >> What does that progression look like? Take me through that example. I mean, I made up theCUBE example up, but we do have a lot of data. We have large data models and we have people and connect to the internet and so we kind of seem like there's a neural network. I think every company might have a neural network in place. >> Well, and I was going to say, I think in general, you all probably do represent even the standard enterprise more than most. 'Cause even the enterprise is going to have a ton of video content, a ton of text content. So I think it's a great example. So I think that that kind of sea or I'll even go ahead and use that term data lake again, of data that you have, you're probably going to want to be setting up kind of machine learning pipelines that are going to be doing all of the pre-processing from kind of the raw data to kind of prepare it into the format that say a YOLO would actually use or let's say BERT for natural language processing. So you have all these transcripts, right? So we would do a pre-processing path where we would create that into the file format that BERT, the machine learning model would know how to train off of. So that's kind of all the pre-processing steps. And then for training itself, we actually enable what's called sparse transfer learning. So that's transfer learning is a very popular method of doing training with existing models. So we would be able to retrain that BERT model with your transcript data that we have now done the pre-processing with to get it into the proper format. And now we have a BERT natural language processing model that's been trained on your data. And now we can deploy that onto DeepSparse runtime so that now you can ask that model whatever questions, or I should say pass, you're not going to ask it those kinds of questions ChatGPT, although we can do that too. But you're going to pass text through the BERT model and it's going to give you answers back. It could be things like sentiment analysis or text classification. You just call the model, and now when you pass text through it, you get the answers better, faster or cheaper. I'll use that reference again. >> Okay, we can create a CUBE bot to give us questions on the fly from the the AI bot, you know, from our previous guests. >> Well, and I will tell you using that as an example. So I had mentioned OPT before, kind of the open source version of ChatGPT. So, you know, typically that requires multiple GPUs to run. So our research team, I may have mentioned earlier, we've been able to sparcify that over 50% already and run it on only a single GPU. And so in that situation, you could train OPT with that corpus of data and do exactly what you say. Actually we could use Alexa, we could use Alexa to actually respond back with voice. How about that? We'll do an API call and we'll actually have an interactive Alexa-enabled bot. >> Okay, we're going to be a customer, let's put it on the list. But this is a great example of what you guys call software delivered AI, a topic we chatted about on theCUBE conversation. This really means this is a developer opportunity. This really is the convergence of the data growth, the restructuring, how data is going to be horizontally scalable, meets developers. So this is an AI developer model going on right now, which is kind of unique. >> It is, John, I will tell you what's interesting. And again, folks don't always think of it this way, you know, the AI magical goodness is now getting pushed in the middle where the developers and IT are operating. And so it again, that paradigm, although for some folks seem obvious, again, if you've been around for 20 years, that whole all that plumbing is a thing, right? And so what we basically help with is when you deploy the DeepSparse runtime, we have a very rich API footprint. And so the developers can call the API, ITOps can run it, or to your point, it's developer friendly enough that you could actually deploy our off-the-shelf models. We have something called the SparseZoo where we actually publish pre-optimized or pre-sparcified models. And so developers could literally grab those right off the shelf with the training they've already had and just put 'em right into their applications and deploy them as containers. So yeah, we enable that for sure as well. >> It's interesting, DevOps was infrastructure as code and we had a last season, a series on data as code, which we kind of coined. This is data as code. This is a whole nother level of opportunity where developers just want to have programmable data and apps with AI. This is a whole new- >> Absolutely. >> Well, absolutely great, great stuff. Our news team at SiliconANGLE and theCUBE said you guys had a little bit of a launch announcement you wanted to make here on the "AWS Startup Showcase." So Jay, you have something that you want to launch here? >> Yes, and thank you John for teeing me up. So I'm going to try to put this in like, you know, the vein of like an AWS, like main stage keynote launch, okay? So we're going to try this out. So, you know, a lot of our product has obviously been built on top of x86. I've been sharing that the past 15 minutes or so. And with that, you know, we're seeing a lot of acceleration for folks wanting to run on commodity infrastructure. But we've had customers and prospects and partners tell us that, you know, ARM and all of its kind of variance are very compelling, both cost performance-wise and also obviously with Edge. And wanted to know if there was anything we could do from a runtime perspective with ARM. And so we got the work and, you know, it's a hard problem to solve 'cause the instructions set for ARM is very different than the instruction set for x86, and our deep tensor column technology has to be able to work with that lower level instruction spec. But working really hard, the engineering team's been at it and we are happy to announce here at the "AWS Startup Showcase," that DeepSparse inference now has, or inference runtime now has support for AWS Graviton instances. So it's no longer just x86, it is also ARM and that obviously also opens up the door to Edge and further out the stack so that optimize once run anywhere, we're not going to open up. So it is an early access. So if you go to neuralmagic.com/graviton, you can sign up for early access, but we're excited to now get into the ARM side of the fence as well on top of Graviton. >> That's awesome. Our news team is going to jump on that news. We'll get it right up. We get a little scoop here on the "Startup Showcase." Jay Marshall, great job. That really highlights the flexibility that you guys have when you decouple the software from the hardware. And again, we're seeing open source driving a lot more in AI ops now with with machine learning and AI. So to me, that makes a lot of sense. And congratulations on that announcement. Final minute or so we have left, give a summary of what you guys are all about. Put a plug in for the company, what you guys are looking to do. I'm sure you're probably hiring like crazy. Take the last few minutes to give a plug for the company and give a summary. >> No, I appreciate that so much. So yeah, joining us out neuralmagic.com, you know, part of what we didn't spend a lot of time here, our optimization tools, we are doing all of that in the open source. It's called SparseML and I mentioned SparseZoo briefly. So we really want the data scientists community and ML engineering community to join us out there. And again, the DeepSparse runtime, it's actually free to use for trial purposes and for personal use. So you can actually run all this on your own laptop or on an AWS instance of your choice. We are now live in the AWS marketplace. So push button, deploy, come try us out and reach out to us on neuralmagic.com. And again, sign up for the Graviton early access. >> All right, Jay Marshall, Vice President of Business Development Neural Magic here, talking about performant, cost effective machine learning at scale. This is season three, episode one, focusing on foundational models as far as building data infrastructure and AI, AI native. I'm John Furrier with theCUBE. Thanks for watching. (bright upbeat music)

Published Date : Mar 9 2023

SUMMARY :

of the "AWS Startup Showcase." Thanks for having us. and the machine learning and the cloud to help accelerate that. and you got the foundational So kind of the GPT open deep end of the pool, that group, it's pretty much, you know, So I think you have this kind It's a- and a lot of the aspects of and I'd love to get your reaction to, And I always liked that because, you know, that are prospects for you guys, and you want some help in picking a model, Talk about what you guys have that show kind of the magic, if you will, and reduce the steps it takes to do stuff. when you guys decouple the the fact that you can auto And you don't have this kind of, you know, the actual hardware and you and you don't need that, neural network, you know, of situations, you know, CUBE alumnis, and I say to my team, and they're going to be like, and connect to the internet and it's going to give you answers back. you know, from our previous guests. and do exactly what you say. of what you guys call enough that you could actually and we had a last season, that you want to launch here? And so we got the work and, you know, flexibility that you guys have So you can actually run Vice President of Business

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Heather Ruden & Jenni Troutman | International Women's Day


 

(upbeat music) >> Hello, everyone. Welcome to theCUBE's special presentation of International Women's Day. I'm John Furrier, host of theCUBE. Jenni Troutman is here, Director of Products and Services, and Training and Certification at AWS, and Heather Ruden, Director of Education Programs, Training and Certification. Thanks for coming on theCUBE and for the International Women's Day special program. >> Thanks so much for having us. >> So, I'll just get it out of the way. I'm a big fan of what you guys do. I've been shouting at the top of my lungs, "It's free. Get cloud training and you'll have a six figure job." Pretty much. I'm over amplifying. But this is really a big opportunity in the industry, education and the skills gap, and the skill velocities that's changing. New roles are coming on around cloud native, cloud native operators, cybersecurity. There's so much excitement going on around the industry, and all these open positions, and they need new talent. So you can't get a degree for some of these things. So, nope, it doesn't matter what school you went to, everyone's kind of level. This is a really big deal. So, Heather, share with us your thoughts as well on this topic. Jenni, you too. Like, where are you guys at? 'Cause this is a big opportunity for women and anyone to level up in the industry. >> Absolutely. So I'll jump in and then I'll hand it over to Jenni. We're your dream team here. We can talk about both sides of this. So I run a set of programs here at AWS that are really intended to help build the next generation of cloud builders. And we do that with a variety of programs, whether it is targeting young learners from kind of 12 and up. We have AWS GetIT that is designed to get women ambassadors or women mentors in front of girls 12 to 14 and get them curious about a career in STEM. We also have a program that is all digital online. It's available in 11 languages. It's got hundreds of courses. That's called AWS Educate that is designed to do exactly what you just talked about, expose the opportunities and start building cloud skills for learners at age 13 and up. They can go online and register with an email and start learning. We want them to understand not only what the opportunity is for them, but the ways that they can help influence and bring more diversity and more inclusion and into the cloud technology space, and just keep building all those amazing builders that we need here for our customers and partners. And those are the programs that I manage, but Jenni also has an amazing program, a set of programs. And so I'll hand it over to her as you get into the professional side of this things. >> So Jenni, you're on the product side. You've got the keys to the kingdom on all the materials and shaping it. What's your view on this? 'Cause this is a huge opportunity and it's always changing. What's the latest and greatest? >> It is a massive opportunity and to give you a sense, there was a study in '21 where IT executives said that talent availability is the biggest challenge to emerging tech adoption. 64% of IT executives said that up from only 4% the year before. So the challenge is growing really fast, which for everyone that's ready to go out there and learn and try something new is a massive opportunity. And that's really why I'm here. We provide all kinds of learning experiences for people across different cloud technologies to be able to not only gain the knowledge around cloud, but also the confidence to be able to build in the cloud. And so we look across different learner levels, different roles, different opportunities, and we provide those experiences where people can actually get hands-on in a totally risk-free environment and practice building in the cloud so they can go and be ready to get their certifications, their AWS certifications, give them the credentials to be able to show an employer they can do it, and then go out and get these jobs. It's really exciting. And we go kind of end to end from the very beginning. What is cloud? I want to know what it is all the way through to I can prove that I can build in the cloud and I'm ready for a job. >> So Jenni, you nailed that confidence word. I think I want to double click on that. And Heather, you talked about you're the dream team. You guys, you're the go to market, you bring this to the marketplace. Jenni, you get the products. This is the key, but to me the the international women days angle is, is that what I hear over and over again is that, "It's too technical. I'm not qualified." It can be scary. We had a guest on who has two double E degrees in robotics and aerospace and she's hard charging. She almost lost her confidence twice she said in her career. But she was hard charging. It can get scary, but also the ability to level up fast is just as good. So if you can break through that confidence and keep the curiosity and be a builder, talk about that dynamic 'cause you guys are in the middle of it, you're in the industry, how do you handle that? 'Cause I think that's a big thing that comes up over and over again. And confidence is not just women, it's men too. But women can always, that comes up as a theme. >> It is. It is a big challenge. I mean, I've struggled with it personally and I mentor a lot of women and that is the number one challenge that is holding women back from really being able to advance is the confidence to step out there and show what they can do. And what I love about some of the products we've put out recently is we have AWS Skill Builder. You can go online, you can get all kinds of free core training and if you want to go deeper, you can go deeper. And there's a lot of different options on there. But what it does is not only gives you that based knowledge, but you can actually go in. We have something called AWS Labs. You can go in and you can actually practice on the AWS console with the services that people are using in their jobs every day without any risk of doing something that is going to blow up in your face. You're not going to suddenly get this big AWS bill. You're not going to break something that's out there running. You just go in. It's your own little environment that gets wiped when you're done and you can practice. And there's lots of different ways to learn as well. So if you go in there and you're watching a video and to your point you're like, "Oh my gosh, this is too technical. I can't understand it. I don't know what I'm going to go do." You can go another route. There's something called AWS Cloud Quest. It's a game. You go in and it's like you're gaming and it walks you through. You're actually in a virtual world. You're walking through and it's telling you, "Hey, go build this and if you need help, here's hints and here's tips." And it continues to build on itself. So you're learning and you're applying practical skills and it's at your own pace. You don't have to watch somebody else talking that is going at a pace that maybe accelerates beyond what you're ready. You can do it at your own pace, you can redo it, you can try it again until you feel confident that you know it and you're really ready to move on to the next thing. Personally, I find that hugely valuable. I go in and do these myself and I sit there and I have a lot of engineers on my team, very smart people. And I have my own imposter syndrome. I get nervous to go talk to them. Like, are they going to think I'm totally lost? And so I go in and I learn some of this myself by experiment. And then I feel like, okay, now I can go ask them some intelligent questions and they're not going to be like, "Oh gosh, my leader is totally unaware of what we're doing." And so I think that we all struggle with confidence. I think everybody does, but I see it especially in women as I mentor them. And that's what I encourage them to do is go and on your own time, practice a bit, get a little bit of experience and once you feel like you can throw a couple words out there that you know what they mean and suddenly other people look at you like, "Oh, she knows what she's talking about." And you can kind of get past that feeling. >> Well Jenni, you nailed it. Heather, she just mentioned she's in the job and she's going and she's still leveling up. That's the end when you're in, but it's also the barriers to entry are lowering. You guys are doing a good job of getting people in, but also growing fast too. So there's two dynamics at play here. How do people do this? What's the playbook? Because I think that's really key, easy to get in. And then once you're in, you can level up fast at your own pace to ride the wave. And then there's new stuff coming. I mean, every re:Invent there's 5,000 announcements. So it's like zillion new things and AI taught now. >> re:Invent is a perfect example of that ongoing imposter syndrome or confidence check for all of us. I think something that that Jenni said too is we really try and meet learners where they are and make sure that we have the support, whether it's accessibility requirements or we have the content that is built for the age that we're talking to, or we have a workforce development program called re/Start that is for people that have very little tech experience and really want to talk about a career in cloud, but they need a little bit more handholding. They need a combination of instructor-led and digital. But then we have AWS educators, I mentioned. If you want to be more self-directed, all of these tools are intended to work well together and to be complimentary and to take you on a journey as a learner. And the more skills you have, the more you increase your knowledge, the more you can take on more. But meeting folks where they are with a variety of programs, tools, languages, and accessibility really helps ensure that we can do that for learners throughout the world. >> That's awesome. Let's get into it. Let's get into the roadmaps of people and their personas. And you guys can share the programs that you have and where people could fit in. 'Cause this comes up a lot when I talk to folks. There's the young person who's I'm a gamer or whatever, I want to get a job. I'm in high school or an elementary or I want to tinker around or I'm in college or I'm learning, I'm an entry level kind of entry. Then you have the re-skilling. I'm going to change my careers, I'm kind of bored, I want to do something compelling. How do I get into the cloud game? And then the advanced re-skill is I want to get into cyber and AI and then there's other. Could you break down? Did I get that right or did I miss anything? And then what's available for those kind of lanes? So those persona lanes? >> Well, let's see, I could start with maybe the high schooler stuff and then we can bring Jenni in as well. I would say a great place to start for anyone is aws.amazon.com/training. That's going to give them the full suite of options that they could take on. If you're in high school, you can go onto AWS Educate. All you need is an email. And if you're 13 years and older, you can start exploring the types of jobs that are available in the cloud and you could start taking some introductory classes. You can do some of those labs in a safe environment that Jenni mentioned. That's a great place to start. If you are in an environment where you have an educator that is willing to go on this with you, this journey with you, we have this AWS GetIT program that is, again, educator-led. So it's an afterschool or it's an a program where we match mentors and students up with cloud professionals and they do some real-time experimentation. They build an app, they work on things together, and do a presentation at the end. The other thing I would say too is that if you are in a university, I would double check and see if the AWS Academy curriculum is already in your university. And if so, explore some of those classes there. We have instructor-led, educator-ready. course curriculum that we've designed that help people get to those certifications and get closer to those jobs and as well as hopefully then lead people right into skill builder and all the things that Jenni talked about to help them as they start out in a professional environment. >> So is the GetIT, is that an instructor-led that the person has to find someone for? Or is this available for them? >> It is through teachers. It's through educators. We are in, we've reached over 19,000 students. We're available in eight countries. There are ways for educators to lead this, but we want to make sure that we are helping the kids be successful and giving them an educator environment to do that. If they want to do it on their own, then they can absolutely go through AWS Educate or even and to explore where they want to get started. >> So what about someone who's educated in their middle of their career, might want to switch from being a biologist to a cloud cybersecurity guru or a cloud native operator? >> Yeah, so in that case, AWS re/Start is one of the great program for them to explore. We run that program with collaborating organizations in 160 cities in 80 countries throughout the world. That is a multi-week cohort-based program where we do take folks through a very clear path towards certification and job skilling that will help them get into those opportunities. Over 98% of the cohorts, the graduates of those cohorts get an interview and are hopefully on their path to getting a job. So that really has global reach. The partnership with collaborating organizations helps us ensure that we find communities that are often unreached by cloud skills training and we really work to keep a diverse focus on those cohorts and bring those folks into the cloud. >> Okay. Jenni, you've got the Skill Builder action here. What's going on on your side? Because you must have to manage all the change. I mean, AI is hot right now. I'm sure you're cranking away on curriculum and content for SageMaker, large language models, computer vision, cybersecurity. >> We do. There are a lot of options. >> How is your world? Tell us about what people can take out of way from your side. >> Yeah. So a great way to think about it is if they're already out in the workforce or they're entering the workforce, but they are technical, have technical skills is what are the roles that are interesting in the technologies that are interesting. Because the way we put out our training and our certifications is aligned to paths. So if you're look interested in a specific role. If you're interested in architecting a cloud environment or in security as you mentioned, and you want to go deep in security, there are AWS certifications that give you that. If you achieve them, they're very difficult. But if you work to them and achieve them, they give you the credential that you can take to an employer and say, "Look, I can do this job." And they are in very high demand. In fact that's where if you look at some of the publications that have come out, they talk about, what are people making if they have different certifications? What are the most in-demand certifications that are out there? And those are what help people get jobs. And so you identify what is that role or that technology area I want to learn. And then you have multiple options for how you build those skills depending on how you want to learn. And again, that's really our focus, is on providing experiences based on how people learn and making it accessible to them. 'Cause not everybody wants to learn in the same way. And so there is AWS Skill Builder where people can go learn on their own that is really great particularly for people who maybe are already working and have to learn in the evenings, on the weekends. People who like to learn at their own pace, who just want to be hands-on, but are self-starters. And they can get those whole learning plans through there all the way aligned to the certification and then they can go get their certification. There's also classroom training. So a lot of people maybe want to do continuous learning through an online, but want to go really deep with an expert in the room and maybe have a more focused period of time if they can go for a couple days. And so they can do classroom training. We provide a lot of classroom training. We have partners all over the globe who provide classroom training. And so there's that and what we find to be the most powerful is when you couple the two. If you can really get deep, you have an expert, you can ask questions, but first before you go do that, you get some of that foundational that you've kind of learned on your own. And then after you go back and reinforce, you go back online, you try out things that maybe you learned in the classroom, but you didn't quite, you hadn't used it enough yet to quite know how to do it. Now you can go back and actually use it, experiment and play around. And so we really encourage that kind of, figure out what are some areas you're interested in, go learn it and then go get a job and continue to learn because then once you learn that first area, you start to build confidence in it. Suddenly other areas become interesting. 'Cause as you said, cloud is changing fast. And once you learn a space, first of all you have to keep going back to stay up on it as it changes. But you quickly find that there are other areas that are really interesting too. >> I've observed that the training side, it's just like cloud itself, it's very agile. You can get hands-on quickly, you don't need to take a class, and then get in weeks later. You're in it like it's real time. So you're immersed in gamification and all kinds of ways to funnel into the either advanced tracks and certification. So you guys do a great job and I want to give you props for that and a shout out. The question I have for you guys is can you scope the opportunity for these certifications and opportunities for women in particular? What are some of the top jobs pulling down? Scope out the opportunity because I think when people hear that they really fall out of their chair, they go, "Wow, I didn't know I could make $200,000 doing cybersecurity." Well, yeah or maybe more. I just made the number, I don't actually know, but like I know people do make that much in cyber, but there are huge financial opportunities with certifications and education. Can you scope that order of magnitude? Can you share any data? >> Yeah, so in the US they certainly are. Certifications on average aligned to six digit type jobs. And if you go out and do a search, there are research studies out there that are refreshed every year that say what are the top IT industry certifications and how much money do they make? And the reason I don't put a number out there is because it's constantly changing and in fact it keeps going up, >> It's going up, not going down. >> But I would encourage people to do that quick search. What are the top IT industry certifications. Again, based on the country you're in, it makes a difference. But if you're US, there's a lot of data out there for the US and then there is some for other countries as well around how much on average people make. >> Do you list like the higher level certifications, stack rank them in terms of order? Like say, I'm a type A personnel, I want to climb Mount Everest, I want to get the highest level certification. How do I know that? Is it like laddered up or is like how do you guys present that? >> Yeah, so we have different types of certifications. There is a foundational, which we call the cloud practitioner. That one is more about just showing that you know something about cloud. It's not aligned to a specific job role. But then we have what we call associate level certifications, which are aligned to roles. So there's the solutions architect, cloud developer, so developer operations. And so you can tell by the role and associate is kind of that next level. And then the roles often have a professional level, which is even more advanced. And basically that's saying you're kind of an Uber expert at that point. And then there are technology specialties, which are less about a specific role, although some would argue a security technology specialty might align very well to a security role, but they're more about showing the technology. And so typically, it goes foundational, advanced, professional, and then the specialties are more on the side. They're not aligned, but they're deep. They're deep within that area. >> So you can go dig and pick your deep dive and jump into where you're comfortable. Heather, talk about the commitment in terms of dollars. I know Amazon's flaunted some numbers like 30 million or something, people they want to have trained, hundreds of millions of dollars in investment. This is key, obviously, more people trained on cloud, more operators, more cloud usage, obviously. I see the business connection. What's the women relationship to the numbers? Or what the experience is? How do you guys see that? Obviously International Women's Day, get the confidence, got the curiosity. You're a builder, you're in. It's that easy. >> It doesn't always feel that way, I'm sure to everybody, but we'd like to think that it is. Amazon and AWS do invest hundreds of millions of dollars in free training every year that is accessible to everyone out there. I think that sometimes the hardest obstacles to get overcome are getting started and we try and make it as easy as possible to get started with the tools that we've talked about already today. We run into plenty of cohorts of women as part of our re/Start program that are really grateful for the opportunity to see something, see a new way of thinking, see a new opportunity for them. We don't necessarily break out our funding by women versus men. We want to make sure that we are open and diverse for everybody to come in and get the training that they need to. But we definitely want to make sure that we are accessible and available to women and all genders outside of the US and inside the US. >> Well, I know the number's a lot lower than they should be and that's obviously why we're promoting this heavily. There's a lot more interest I see in tech. So digital transformation is gender neutral. I mean, it's like the world eats software and uses software, uses the cloud. So it has to get 50/50 in my opinion. So you guys do a great job. Now that we're done kind of promoting Amazon, which I wanted to do 'cause I think it's super important. Let's talk about you guys. What got you guys involved in tech? What was the inspiration and share some stories about your experiences and advice for folks watching? >> So I've always been in traditionally male dominated roles. I actually started in aviation and then moved to tech. And what I found was I got a mentor early on, a woman who was senior to me and who was kind of who I saw as the smartest person out there. She was incredibly smart, she was incredibly kind, and she was always lifting women up. And I kind of latched onto her and followed her around and she was such an amazing mentor. She brought me from throughout tech, from company to company, job to job, was always positioning me in front of other people as the go-to person. And I realized, "Wow, I want to be like her." And so that's been my focus as well in tech is you can be deeply technical in tech or you can be not deeply technical and be in tech and you can be successful both ways, but the way you're going to be most successful is if you find other people, build them up and help put them out in front. And so I personally love to mentor women and to put them in places where they can feel comfortable being out in front of people. And that's really been my career. I have tried to model her approach as much as I can. >> That's a really interesting observation. It's the pattern we've been seeing in all these interviews for the past two years of doing the International Women's Day is that networking, mentoring and sponsorship are one thing. So it's all one thing. It's not just mentoring. It's like people think, "Oh, just mentoring. What does that mean? Advice?" No, it's sponsorship, it's lifting people up, creating a keiretsu, creating networks. Really important. Heather, what's your experience? >> Yeah, I'm sort of the example of somebody who never thought they'd be in tech, but I happened to graduate from college in the Silicon Valley in the early nineties and next thing you know, it's more than a couple years later and I'm deeply in tech and I think it when we were having the conversation about confidence and willingness to learn and try that really spoke to me as well. I think I had to get out of my own way sometimes and just be willing to not be the smartest person in the room and just be willing to ask a lot of questions. And with every opportunity to ask questions, I think somebody, I ended up with good mentors, male and female, that saw the willingness to ask questions and the willingness to be humble in my approach to learning. And that really helped. I'm also very aware that nobody's journey is the same and I need to create an environment on my team and I need to be a role model within AWS and Amazon for allowing people to show up in the way that they're going to be most successful. And sometimes that will mean giving them learning opportunities. Sometimes that will be hooking them up with a mentor. Sometimes that will be giving them the freedom to do what they need for their family or their personal life. And modeling that behavior regardless of gender has always been how I choose to show up and what I ask my leaders to do. And the more we can do that, I've seen the team been able to grow and flourish in that way and support our entire team. >> I love that story. You also have a great leader, Maureen Lonergan, who I've met many conversations with, but also it starts at the top. Andy Jassy who can come across, he's kind of technical, he's dirty, he's a builder mentality. He has first principles and you're bringing up this first principles concept and whether that's passing it forward, what you've learned, having first principles helps in an organization. Can you guys talk about what that's like at your company? 'Cause everyone's different. And sometimes whether, and I sometimes I worry about what I say, but I also have my first principles. So talk about how principles matter in how you guys interface with others and letting people be their authentic self. >> Yeah, I'll jump in Jenni and then you can. The Amazon leadership principles are super important to how we interact with each other and it really does provide a set of guidelines for how we work with each other and how we work for our customers and with our partners. But most of all it gives us a common language and a common set of expectations. And I will be honest, they're not always easy. When you come from an environment that tends to be less open to feedback and less open to direct conversations than you find at Amazon, it could take a while to get used to that, but for me at least, it was extremely empowering to have those tools and those principles as guidance for how to operate and to gain the confidence in using them. I've also been able to participate in hundreds and hundreds of interviews in the time that I've been here as part of an interview team of bar raisers. I think that really helps us understand whether or not folks are going to be successful at AWS and at Amazon and helps them understand if they're going to be able to be successful. >> Bar raising is an Amazon term and it's gender neutral, right Jenni? >> It is gender neutral. >> Bar is a bar, it raises. >> That's right. And it's funny, we say that our culture here is peculiar. And when I started, I had been in consulting for several years, so I worked with a lot of different companies in tech and so I thought I'd seen everything and I came here and I went, "Hmm." I see what they mean by peculiar. It is very different environment. >> In the fullness of time, it'll all work out. >> That's right, that's right. Well and it's funny because when you first started, it's a lot to figure out to how to operate in an environment where people do use a 16 leadership principles. I've worked at a lot of companies with three or four core values and nobody can state those. We could state all 16 leadership principles and we use them in our regular everyday dialogue. That is an awkward thing when you first come to have people saying, "Oh, I'm going to use bias for action in this situation and I'm going to go move fast. And they're actually used in everyday conversations. But after a couple years suddenly you realize, "Oh, I'm doing that." And maybe even sometimes at the dinner table I'm doing that, which can get to be a bit much. But it creates an environment where we can all be different. We can all think differently. We can all have different ways of doing things, but we have a common overall approach to what we're trying to achieve. And that's really, it gives us a good framework for that. >> Jenni, it's great insight. Heather, thank you so much for sharing your stories. We're going to do this not once a year. We're going to continue this Women in Tech program every quarter. We'll check in with you guys and find out what's new. And thank you for what you do. We appreciate that getting the word out and really is an opportunity for everyone with education and cloud and it's only going to get more opportunities at the edge in AI and so much more tech. Thank you for coming on the program. >> Thank you for having us. >> Thanks, John. >> Thank you. That's the International Women's Day segment here with leaders from AWS. I'm John Furrier. Thanks for watching. (upbeat musiC)

Published Date : Mar 3 2023

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and for the International and anyone to level up in the industry. to do exactly what you just talked about, You've got the keys to the and to give you a sense, the ability to level up fast and that is the number one challenge you can level up fast at your and to be complimentary and to take you the programs that you have is that if you are in a university, or even and to explore where and we really work to keep a and content for SageMaker, There are a lot of options. How is your world? and you want to go deep in security, and I want to give you props And if you go out and do a search, Again, based on the country you're in, or is like how do you guys present that? And so you can tell by So you can go dig and available to women and all genders So it has to get 50/50 in my opinion. and you can be successful both ways, for the past two years of doing and flourish in that way in how you guys interface with others Jenni and then you can. and so I thought I'd seen In the fullness of And maybe even sometimes at the and it's only going to get more That's the International

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Tony Jeffries, Dell Technologies & Honoré LaBourdette, Red Hat | MWC Barcelona 2023


 

>> theCUBE's live coverage is made possible by funding from Dell Technologies: "Creating technologies that drive human progress." >> Good late afternoon from Barcelona, Spain at the Theater of Barcelona. It's Lisa Martin and Dave Nicholson of "theCUBE" covering MWC23. This is our third day of continuous wall-to-wall coverage on theCUBE. And you know we're going to be here tomorrow as well. We've been having some amazing conversations about the ecosystem. And we're going to continue those conversations next. Honore Labourdette is here, the VP global partner, Ecosystem Success Team, Telco Media and Entertainment at Red Hat. And Tony Jeffries joins us as well, a Senior Director of Product Management, Telecom Systems Business at Dell. Welcome to the theCUBE. >> Thank you. >> Thank you. >> Great to have both of you here. So we're going to be talking about the evolution of the telecom stack. We've been talking a lot about disaggregation the last couple of days. Honore, starting with you, talk about the evolution of the telecom stock. You were saying before we went live this is your 15th at least MWC. So you've seen a lot of evolution, but what are some of the things you're seeing right now? >> Well, I think the interesting thing about disaggregation, which is a key topic, right? 'Cause it's so relative to 5G and the 5G core and the benefits and the features of 5G core around disaggregation. But one thing we have to remember, when you disaggregate, you separate things. You have to bring those things back together again in a different way. And that's predominantly what we're doing in our partnership with Dell, is we're bringing those disaggregated components back together in a cohesive way that takes advantage of the new technology, at the same time taking out the complexity and making it easier for our Telco customers to deploy and to scale and to get much more, accelerate the time to revenue. So the trend now is, what we're seeing is two things I would say. One is how do we solve for the complexity with the disaggregation? And how do we leverage the ecosystem as a partner in order to help solve for some of those challenges? >> Tony, jump on in, talk about what you guys announced last week, Dell and Red Hat, and how it's addressing the complexities that Honore was saying, "Hey, they're there." >> Yeah. You know, our customers, our operators are saying, "Hey, I want disaggregation." "I want competition in the market." But at the same time who's going to support all this disaggregation, right? And so at the end of the day, there's going to be an operator that's going to have to figure this out. They're going to have an SLA that they're going to have to meet. And so they're going to want to go with a best-in-class partner with Red Hat and Dell, in terms of our infrastructure and their software together as one combined engineered system. And that's what we call a Dell Telecom infrastructure block for Red Hat. And so at the end of the day, things may go wrong, and if they do, who are they going to call for that support? And that's also really a key element of an engineered system, is this experience that they get both with Red Hat and with Dell together supporting the customer as one. Which is really important to solve this disaggregated problem that can arise from a disaggregated open network situation, yeah. >> So what is the market, the go to market motion look like? People have loyalties in the IT space to technologies that they've embraced and been successful with for years and years. So you have folks in the marketplace who are diehard, you know, dyed red, Red Hat folks. Is it primarily a pull from them? How does that work? How do you approach that to your, what are your end user joint customers? What does that look like from your perspective? >> Sure, well, interestingly enough both Red Hat and Dell have been in the marketplace for a very long time, right? So we do have the brand with those Telco customers for these solutions. What we're seeing with this solution is, it's an emerging market. It's an emerging market for a new technology. So there's an opportunity for both Red Hat and Dell together to leverage our brands with those customers with no friction in the marketplace as we go to market together. So our field sales teams will be motivated to, you know, take advantage of the solution for their customers, as will the Dell team. And I'll let Tony speak to the Dell, go to market. >> Yeah. You know, so we really co-sell together, right? We're the key partners. Dell will end up fulfilling that order, right? We send these engineered systems through our factories and we send that out either directly to a customer or to a OTEL lab, like an intermediate lab where we can further refine and customize that offer for that particular customer. And so we got a lot of options there, but we're essentially co-selling. And Dell is fulfilling that from an infrastructure perspective, putting Red Hat software on top and the licensing for that support. So it's a really good mix. >> And I think, if I may, one of the key differentiators is the actual capabilities that we're bringing together inside of this pre-integrated solution. So it includes the Red Hat OpenShift which is the container software, but we also add our advanced cluster management as well as our Ansible automation. And then Dell adds their orchestration capability along with the features and functionalities of the platform. And we put that together and we offer capability, remote automation orchestration and management capabilities that again reduces the operating expense, reduces the complexity, allows for easy scale. So it's, you know, certainly it's all about the partnership but it's also the capabilities of the combined technology. >> I was just going to ask about some of the numbers, and you mentioned some of them. Reduction of TCO I imagine is also a big capability that this solution enables besides reducing OpEx. Talk about the TCO reduction. 'Cause I know there's some numbers there that Dell and Red Hat have already delivered to the market. >> Yeah. You know, so these infrastructure blocks are designed specifically for Core, or for RAN, or for the Edge. We're starting out initially in the Core, but we've done some market research with a company called ACG. And ACG has looked at day zero, day one and day two TCO, FTE hours saved. And we're looking at over 40 to 50% TCO savings over you know, five year period, which is quite significant in terms of cost savings at a TCO level. But also we have a lot of numbers around power consumption and savings around power consumption. But also just that experience for our operator that says, hey, I'm going to go to one company to get the best in class from Red Hat and Dell together. That saves a lot of time in procurement and that entire ordering process as well. So you get a lot of savings that aren't exactly seen in the FTE hours around TCO, but just in that overall experience by talking to one company to get the best of both from both Red Hat and Dell together. >> I think the comic book character Charlie Brown once said, "The most discouraging thing in the world is having a lot of potential." (laughing) >> Right. >> And so when we talk about disaggregating and then reaggregating or reintegrating, that means choice. >> Tony: Yeah. >> How does an operator approach making that choice? Because, yeah, it sounds great. We have this integration lab and you have all these choices. Well, how do I decide, how does a person decide? This is a question for Honore from a Red Hat perspective, what's the secret sauce that you believe differentiates the Red Hat-infused stack versus some other assemblage of gear? >> Well, there's a couple of key characteristics, and the one that I think is most prevalent is that we're open, right? So "open" is in Red Hat's DNA because we're an open source technology company, and with that open source technology and that open platform, our customers can now add workloads. They have options to choose the workloads that they want to run on that open source platform. As they choose those workloads, they can be confident that those workloads have been certified and validated on our platform because we have a very robust ecosystem of ISVs that have already completed that process with open source, with Red Hat OpenShift. So then we take the Red Hat OpenShift and we put it on the Dell platform, which is market leader platform, right? Combine those two things, the customers can be confident that they can put those workloads on the combined platform that we're offering and that those workloads would run. So again, it goes back to making it simpler, making it easy to procure, easy to run workloads, easy to deploy, easy to operate. And all of that of course equates to saving time always equates to saving money. >> Yeah. Absolutely. >> Oh, I thought you wanted to continue. >> No, I think Honore sort of, she nailed it. You know, Red Hat is so dominant in 5G, and what they're doing in the market, especially in the Core and where we're going into the RAN, you know, next steps are to validate those workloads, those workload vendors on top of a stack. And the Red Hat leader in the Core is key, right? It's instant credibility in the core market. And so that's one of the reasons why we, Dell, want to partner with with Red Hat for the core market and beyond. We're going to be looking at not only Core but moving into RAN very soon. But then we do, we take that validated workload on top of that to optimize that workload and then be able to instantiate that in the core and the RAN. It's just a really streamlined, good experience for our operators. At the end of the day, we want happy customers in between our mutual customer base. And that's what you get whenever you do that combined stack together. >> Were operators, any operators, and you don't have to mention them by name, involved in the evolution of the infra blocks? I'm just curious how involved they were in helping to co-develop this. I imagine they were to some degree. >> Yeah, I could take that one. So, in doing so, yeah, we can't be myopic and just assume that we nailed it the first time, right? So yeah, we do work with partners all the way up and down the stack. A lot of our engineering work with Red Hat also brings in customer experience that is key to ensure that you're building and designing the right architecture for the Core. I would like to use the names, I don't know if I should, but a lot of those names are big names that are leaders in our industry. But yeah, their footprints, their fingerprints are all over those design best practices, those architectural designs that we build together. And then we further that by doing those validated workloads on top of that. So just to really prove the point that it's optimized for the Core, RAN, Edge kind of workload. >> And it's a huge added value for Red Hat to have a partner like Dell who can take all of those components, take the workload, take the Red Hat software, put it on the platform, and deliver that out to the customers. That's really, you know, a key part of the partnership and the value of the partnership because nobody really does that better than Dell. That center of excellence around delivery and support. >> Can you share any feedback from any of those nameless operators in terms of... I'm even kind of wondering what the catalyst was for the infra block. Was it operators saying, "Ah, we have these challenges here"? Was it the evolution of the Telco stack and Dell said, "We can come in with Red Hat and solve this problem"? And what's been some of their feedback? >> Yeah, it really comes down to what Honore said about, okay, you know, when we are looking at day zero, which is primarily your design, how much time savings can we do by creating that stack for them, right? We have industry experts designing that Core stack that's optimized for different levels of spectrum. When we do that we save a lot of time in terms of FTE hours for our architects, our operators, and then it goes into day one, right? Which is the deployment aspect for saving tons of hours for our operators by being able to deploy this. Speed to market is key. That ultimately ends up in, you know, faster time to revenue for our customers, right? So it's, when they see that we've already done the pre-work that they don't have to, that's what really resonates for them in terms of that, yeah. >> Honore, Lisa and I happen to be veterans of the Cloud native space, and what we heard from a lot of the folks in that ecosystem is that there is a massive hunger for developers to be able to deploy and manage and orchestrate environments that consist of Cloud native application infrastructure, microservices. >> Right. >> What we've heard here is that 5G equals Cloud native application stacks. Is that a fair assessment of the environment? And what are you seeing from a supply and demand for that kind of labor perspective? Is there still a hunger for those folks who develop in that space? >> Well, there is, because the very nature of an open source, Kubernetes-based container platform, which is what OpenShift is, the very nature of it is to open up that code so that developers can have access to the code to develop the workloads to the platform, right? And so, again, the combination of bringing together the Dell infrastructure with the Red Hat software, it doesn't change anything. The developer, the development community still has access to that same container platform to develop to, you know, Cloud native types of application. And you know, OpenShift is Red Hat's hybrid Cloud platform. So it runs on-prem, it runs in the public Cloud, it runs at the edge, it runs at the far edge. So any of the development community that's trying to develop Cloud native applications can develop it on this platform as they would if they were developing on an OpenShift platform in the public Cloud. >> So in "The Graduate", the advice to the graduate was, "Plastics." Plastics. As someone who has more children than I can remember, I forget how many kids I have. >> Four. >> That's right, I have four. That's right. (laughing) Three in college and grad school already at this point. Cloud native, I don't know. Kubernetes definitely a field that's going to, it's got some legs? >> Yes. >> Okay. So I can get 'em off my payroll quickly. >> Honore: Yes, yes. (laughing) >> Okay, good to know. Good to know. Any thoughts on that open Cloud native world? >> You know, there's so many changes that's going to happen in Kubernetes and services that you got to be able to update quickly. CICD, obviously the topic is huge. How quickly can we keep these systems up to date with new releases, changes? That's a great thing about an engineered system is that we do provide that lifecycle management for three to five years through this engagement with our customers. So we're constantly keeping them up with the latest and the greatest. >> David: Well do those customers have that expertise in-house, though? Do they have that now? Or is this a seismic cultural shift in those environments? >> Well, you know, they do have a lot of that experience, but it takes a lot of that time, and we're taking that off of their plate and putting that within us on our system, within our engineered system, and doing that automatically for them. And so they don't have to check in and try to understand what the release certification matrix is. Every quarter we're providing that to them. We're communicating out to the operator, telling them what's coming up latest and greatest, not only in terms of the software but the hardware and how to optimize it all together. That's the beauty of these systems. These are five year relationships with our operators that we're providing that lifecycle management end to end, for years to come. >> Lisa: So last question. You talked about joint GTM availability. When can operators get their hands on this? >> Yes. Yes. It's currently slated for early September release. >> Lisa: Awesome. So sometime this year? >> Yes. >> Well guys, thank you so much for talking with us today about Dell, Red Hat, what you're doing to really help evolve the telecom stack. We appreciate it. Next time come back with a customer, we can dig into it. That'd be fun. >> We sure will, absolutely. That may happen today actually, a little bit later. Not to let the cat out the bag, but good news. >> All right, well, geez, you're going to want to stick around. Thank you so much for your time. For our guests and for Dave Nicholson. This is Lisa Martin of theCUBE at MWC23 from Barcelona, Spain. We'll be back after a short break. (calm music)

Published Date : Mar 1 2023

SUMMARY :

that drive human progress." at the Theater of Barcelona. of the telecom stock. accelerate the time to revenue. and how it's addressing the complexities And so at the end of the day, the IT space to technologies in the marketplace as we and the licensing for that support. that again reduces the operating expense, about some of the numbers, in the FTE hours around TCO, in the world is having that means choice. the Red Hat-infused stack versus And all of that of course equates to And so that's one of the of the infra blocks? and just assume that we nailed and the value of the partnership Was it the evolution of the Which is the deployment aspect of the Cloud native space, of the environment? So any of the development So in "The Graduate", the Three in college and grad (laughing) Okay, good to know. is that we do provide but the hardware and how to Lisa: So last question. It's currently slated for So sometime this year? help evolve the telecom stack. the bag, but good news. going to want to stick around.

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Udayan Mukherjee, Intel & Manish Singh, Dell Techhnologies | MWC Barcelona 2023


 

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

Published Date : Feb 28 2023

SUMMARY :

that drive human progress. John Furrier is in the studio about greening the network. So, it's like that is the number one thing We're talking about the big piece of OpEx reduce the power consumption? So, if you look into any traffic, I remember the enterprise Because, the spinning disc was, So, the workloads themselves the kinds of things that you So, you are in the office areas, to give you benefit on the CapEx side, Is it in the rig. that intelligence is in the workload, So, the workload has and the outcomes of those start to come in historically powers on the P&L on the OpEx as you grow, right? And the way you get on the importance and how you get there. before we wrap, a lot of these Oh, back to that point of being at the base of a tower No, you made the point. the greatest hydro tower. Thanks you guys.

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Paola Peraza Calderon & Viraj Parekh, Astronomer | Cube Conversation


 

(soft electronic music) >> Hey everyone, welcome to this CUBE conversation as part of the AWS Startup Showcase, season three, episode one, featuring Astronomer. I'm your host, Lisa Martin. I'm in the CUBE's Palo Alto Studios, and today excited to be joined by a couple of guests, a couple of co-founders from Astronomer. Viraj Parekh is with us, as is Paola Peraza-Calderon. Thanks guys so much for joining us. Excited to dig into Astronomer. >> Thank you so much for having us. >> Yeah, thanks for having us. >> Yeah, and we're going to be talking about the role of data orchestration. Paola, let's go ahead and start with you. Give the audience that understanding, that context about Astronomer and what it is that you guys do. >> Mm-hmm. Yeah, absolutely. So, Astronomer is a, you know, we're a technology and software company for modern data orchestration, as you said, and we're the driving force behind Apache Airflow. The Open Source Workflow Management tool that's since been adopted by thousands and thousands of users, and we'll dig into this a little bit more. But, by data orchestration, we mean data pipeline, so generally speaking, getting data from one place to another, transforming it, running it on a schedule, and overall just building a central system that tangibly connects your entire ecosystem of data services, right. So what, that's Redshift, Snowflake, DVT, et cetera. And so tangibly, we build, we at Astronomer here build products powered by Apache Airflow for data teams and for data practitioners, so that they don't have to. So, we sell to data engineers, data scientists, data admins, and we really spend our time doing three things. So, the first is that we build Astro, our flagship cloud service that we'll talk more on. But here, we're really building experiences that make it easier for data practitioners to author, run, and scale their data pipeline footprint on the cloud. And then, we also contribute to Apache Airflow as an open source project and community. So, we cultivate the community of humans, and we also put out open source developer tools that actually make it easier for individual data practitioners to be productive in their day-to-day jobs, whether or not they actually use our product and and pay us money or not. And then of course, we also have professional services and education and all of these things around our commercial products that enable folks to use our products and use Airflow as effectively as possible. So yeah, super, super happy with everything we've done and hopefully that gives you an idea of where we're starting. >> Awesome, so when you're talking with those, Paola, those data engineers, those data scientists, how do you define data orchestration and what does it mean to them? >> Yeah, yeah, it's a good question. So, you know, if you Google data orchestration you're going to get something about an automated process for organizing silo data and making it accessible for processing and analysis. But, to your question, what does that actually mean, you know? So, if you look at it from a customer's perspective, we can share a little bit about how we at Astronomer actually do data orchestration ourselves and the problems that it solves for us. So, as many other companies out in the world do, we at Astronomer need to monitor how our own customers use our products, right? And so, we have a weekly meeting, for example, that goes through a dashboard and a dashboarding tool called Sigma where we see the number of monthly customers and how they're engaging with our product. But, to actually do that, you know, we have to use data from our application database, for example, that has behavioral data on what they're actually doing in our product. We also have data from third party API tools, like Salesforce and HubSpot, and other ways in which our customer, we actually engage with our customers and their behavior. And so, our data team internally at Astronomer uses a bunch of tools to transform and use that data, right? So, we use FiveTran, for example, to ingest. We use Snowflake as our data warehouse. We use other tools for data transformations. And even, if we at Astronomer don't do this, you can imagine a data team also using tools like, Monte Carlo for data quality, or Hightouch for Reverse ETL, or things like that. And, I think the point here is that data teams, you know, that are building data-driven organizations have a plethora of tooling to both ingest the right data and come up with the right interfaces to transform and actually, interact with that data. And so, that movement and sort of synchronization of data across your ecosystem is exactly what data orchestration is responsible for. Historically, I think, and Raj will talk more about this, historically, schedulers like KRON and Oozie or Control-M have taken a role here, but we think that Apache Airflow has sort of risen over the past few years as the defacto industry standard for writing data pipelines that do tasks, that do data jobs that interact with that ecosystem of tools in your organization. And so, beyond that sort of data pipeline unit, I think where we see it is that data acquisition is not only writing those data pipelines that move your data, but it's also all the things around it, right, so, CI/CD tool and Secrets Management, et cetera. So, a long-winded answer here, but I think that's how we talk about it here at Astronomer and how we're building our products. >> Excellent. Great context, Paola. Thank you. Viraj, let's bring you into the conversation. Every company these days has to be a data company, right? They've got to be a software company- >> Mm-hmm. >> whether it's my bank or my grocery store. So, how are companies actually doing data orchestration today, Viraj? >> Yeah, it's a great question. So, I think one thing to think about is like, on one hand, you know, data orchestration is kind of a new category that we're helping define, but on the other hand, it's something that companies have been doing forever, right? You need to get data moving to use it, you know. You've got it all in place, aggregate it, cleaning it, et cetera. So, when you look at what companies out there are doing, right. Sometimes, if you're a more kind of born in the cloud company, as we say, you'll adopt all these cloud native tooling things your cloud provider gives you. If you're a bank or another sort of institution like that, you know, you're probably juggling an even wider variety of tools. You're thinking about a cloud migration. You might have things like Kron running in one place, Uzi running somewhere else, Informatics running somewhere else, while you're also trying to move all your workloads to the cloud. So, there's quite a large spectrum of what the current state is for companies. And then, kind of like Paola was saying, Apache Airflow started in 2014, and it was actually started by Airbnb, and they put out this blog post that was like, "Hey here's how we use Apache Airflow to orchestrate our data across all their sources." And really since then, right, it's almost been a decade since then, Airflow emerged as the open source standard, and there's companies of all sorts using it. And, it's really used to tie all these tools together, especially as that number of tools increases, companies move to hybrid cloud, hybrid multi-cloud strategies, and so on and so forth. But you know, what we found is that if you go to any company, especially a larger one and you say like, "Hey, how are you doing data orchestration?" They'll probably say something like, "Well, I have five data teams, so I have eight different ways I do data orchestration." Right. This idea of data orchestration's been there but the right way to do it, kind of all the abstractions you need, the way your teams need to work together, and so on and so forth, hasn't really emerged just yet, right? It's such a quick moving space that companies have to combine what they were doing before with what their new business initiatives are today. So, you know, what we really believe here at Astronomer is Airflow is the core of how you solve data orchestration for any sort of use case, but it's not everything. You know, it needs a little more. And, that's really where our commercial product, Astro comes in, where we've built, not only the most tried and tested airflow experience out there. We do employ a majority of the Airflow Core Committers, right? So, we're kind of really deep in the project. We've also built the right things around developer tooling, observability, and reliability for customers to really rely on Astro as the heart of the way they do data orchestration, and kind of think of it as the foundational layer that helps tie together all the different tools, practices and teams large companies have to do today. >> That foundational layer is absolutely critical. You've both mentioned open source software. Paola, I want to go back to you, and just give the audience an understanding of how open source really plays into Astronomer's mission as a company, and into the technologies like Astro. >> Mm-hmm. Yeah, absolutely. I mean, we, so we at Astronomers started using Airflow and actually building our products because Airflow is open source and we were our own customers at the beginning of our company journey. And, I think the open source community is at the core of everything we do. You know, without that open source community and culture, I think, you know, we have less of a business, and so, we're super invested in continuing to cultivate and grow that. And, I think there's a couple sort of concrete ways in which we do this that personally make me really excited to do my own job. You know, for one, we do things like we organize meetups and we sponsor the Airflow Summit and there's these sort of baseline community efforts that I think are really important and that reminds you, hey, there just humans trying to do their jobs and learn and use both our technology and things that are out there and contribute to it. So, making it easier to contribute to Airflow, for example, is another one of our efforts. As Viraj mentioned, we also employ, you know, engineers internally who are on our team whose full-time job is to make the open source project better. Again, regardless of whether or not you're a customer of ours or not, we want to make sure that we continue to cultivate the Airflow project in and of itself. And, we're also building developer tooling that might not be a part of the Apache Open Source project, but is still open source. So, we have repositories in our own sort of GitHub organization, for example, with tools that individual data practitioners, again customers are not, can use to make them be more productive in their day-to-day jobs with Airflow writing Dags for the most common use cases out there. The last thing I'll say is how important I think we've found it to build sort of educational resources and documentation and best practices. Airflow can be complex. It's been around for a long time. There's a lot of really, really rich feature sets. And so, how do we enable folks to actually use those? And that comes in, you know, things like webinars, and best practices, and courses and curriculum that are free and accessible and open to the community are just some of the ways in which I think we're continuing to invest in that open source community over the next year and beyond. >> That's awesome. It sounds like open source is really core, not only to the mission, but really to the heart of the organization. Viraj, I want to go back to you and really try to understand how does Astronomer fit into the wider modern data stack and ecosystem? Like what does that look like for customers? >> Yeah, yeah. So, both in the open source and with our commercial customers, right? Folks everywhere are trying to tie together a huge variety of tools in order to start making sense of their data. And you know, I kind of think of it almost like as like a pyramid, right? At the base level, you need things like data reliability, data, sorry, data freshness, data availability, and so on and so forth, right? You just need your data to be there. (coughs) I'm sorry. You just need your data to be there, and you need to make it predictable when it's going to be there. You need to make sure it's kind of correct at the highest level, some quality checks, and so on and so forth. And oftentimes, that kind of takes the case of ELT or ETL use cases, right? Taking data from somewhere and moving it somewhere else, usually into some sort of analytics destination. And, that's really what businesses can do to just power the core parts of getting insights into how their business is going, right? How much revenue did I had? What's in my pipeline, salesforce, and so on and so forth. Once that kind of base foundation is there and people can get the data they need, how they need it, it really opens up a lot for what customers can do. You know, I think one of the trendier things out there right now is MLOps, and how do companies actually put machine learning into production? Well, when you think about it you kind of have to squint at it, right? Like, machine learning pipelines are really just any other data pipeline. They just have a certain set of needs that might not not be applicable to ELT pipelines. And, when you kind of have a common layer to tie together all the ways data can move through your organization, that's really what we're trying to make it so companies can do. And, that happens in financial services where, you know, we have some customers who take app data coming from their mobile apps, and actually run it through their fraud detection services to make sure that all the activity is not fraudulent. We have customers that will run sports betting models on our platform where they'll take data from a bunch of public APIs around different sporting events that are happening, transform all of that in a way their data scientist can build models with it, and then actually bet on sports based on that output. You know, one of my favorite use cases I like to talk about that we saw in the open source is we had there was one company whose their business was to deliver blood transfusions via drone into remote parts of the world. And, it was really cool because they took all this data from all sorts of places, right? Kind of orchestrated all the aggregation and cleaning and analysis that happened had to happen via airflow and the end product would be a drone being shot out into a real remote part of the world to actually give somebody blood who needed it there. Because it turns out for certain parts of the world, the easiest way to deliver blood to them is via drone and not via some other, some other thing. So, these kind of, all the things people do with the modern data stack is absolutely incredible, right? Like you were saying, every company's trying to be a data-driven company. What really energizes me is knowing that like, for all those best, super great tools out there that power a business, we get to be the connective tissue, or the, almost like the electricity that kind of ropes them all together and makes so people can actually do what they need to do. >> Right. Phenomenal use cases that you just described, Raj. I mean, just the variety alone of what you guys are able to do and impact is so cool. So Paola, when you're with those data engineers, those data scientists, and customer conversations, what's your pitch? Why use Astro? >> Mm-hmm. Yeah, yeah, it's a good question. And honestly, to piggyback off of Viraj, there's so many. I think what keeps me so energized is how mission critical both our product and data orchestration is, and those use cases really are incredible and we work with customers of all shapes and sizes. But, to answer your question, right, so why use Astra? Why use our commercial products? There's so many people using open source, why pay for something more than that? So, you know, the baseline for our business really is that Airflow has grown exponentially over the last five years, and like we said has become an industry standard that we're confident there's a huge opportunity for us as a company and as a team. But, we also strongly believe that being great at running Airflow, you know, doesn't make you a successful company at what you do. What makes you a successful company at what you do is building great products and solving problems and solving pin points of your own customers, right? And, that differentiating value isn't being amazing at running Airflow. That should be our job. And so, we want to abstract those customers from meaning to do things like manage Kubernetes infrastructure that you need to run Airflow, and then hiring someone full-time to go do that. Which can be hard, but again doesn't add differentiating value to your team, or to your product, or to your customers. So, folks to get away from managing that infrastructure sort of a base, a base layer. Folks who are looking for differentiating features that make their team more productive and allows them to spend less time tweaking Airflow configurations and more time working with the data that they're getting from their business. For help, getting, staying up with Airflow releases. There's a ton of, we've actually been pretty quick to come out with new Airflow features and releases, and actually just keeping up with that feature set and working strategically with a partner to help you make the most out of those feature sets is a key part of it. And, really it's, especially if you're an organization who currently is committed to using Airflow, you likely have a lot of Airflow environments across your organization. And, being able to see those Airflow environments in a single place and being able to enable your data practitioners to create Airflow environments with a click of a button, and then use, for example, our command line to develop your Airflow Dags locally and push them up to our product, and use all of the sort of testing and monitoring and observability that we have on top of our product is such a key. It sounds so simple, especially if you use Airflow, but really those things are, you know, baseline value props that we have for the customers that continue to be excited to work with us. And of course, I think we can go beyond that and there's, we have ambitions to add whole, a whole bunch of features and expand into different types of personas. >> Right? >> But really our main value prop is for companies who are committed to Airflow and want to abstract themselves and make use of some of the differentiating features that we now have at Astronomer. >> Got it. Awesome. >> Thank you. One thing, one thing I'll add to that, Paola, and I think you did a good job of saying is because every company's trying to be a data company, companies are at different parts of their journey along that, right? And we want to meet customers where they are, and take them through it to where they want to go. So, on one end you have folks who are like, "Hey, we're just building a data team here. We have a new initiative. We heard about Airflow. How do you help us out?" On the farther end, you know, we have some customers that have been using Airflow for five plus years and they're like, "Hey, this is awesome. We have 10 more teams we want to bring on. How can you help with this? How can we do more stuff in the open source with you? How can we tell our story together?" And, it's all about kind of taking this vast community of data users everywhere, seeing where they're at, and saying like, "Hey, Astro and Airflow can take you to the next place that you want to go." >> Which is incredibly- >> Mm-hmm. >> and you bring up a great point, Viraj, that every company is somewhere in a different place on that journey. And it's, and it's complex. But it sounds to me like a lot of what you're doing is really stripping away a lot of the complexity, really enabling folks to use their data as quickly as possible, so that it's relevant and they can serve up, you know, the right products and services to whoever wants what. Really incredibly important. We're almost out of time, but I'd love to get both of your perspectives on what's next for Astronomer. You give us a a great overview of what the company's doing, the value in it for customers. Paola, from your lens as one of the co-founders, what's next? >> Yeah, I mean, I think we'll continue to, I think cultivate in that open source community. I think we'll continue to build products that are open sourced as part of our ecosystem. I also think that we'll continue to build products that actually make Airflow, and getting started with Airflow, more accessible. So, sort of lowering that barrier to entry to our products, whether that's price wise or infrastructure requirement wise. I think making it easier for folks to get started and get their hands on our product is super important for us this year. And really it's about, I think, you know, for us, it's really about focused execution this year and all of the sort of core principles that we've been talking about. And continuing to invest in all of the things around our product that again, enable teams to use Airflow more effectively and efficiently. >> And that efficiency piece is, everybody needs that. Last question, Viraj, for you. What do you see in terms of the next year for Astronomer and for your role? >> Yeah, you know, I think Paola did a really good job of laying it out. So it's, it's really hard to disagree with her on anything, right? I think executing is definitely the most important thing. My own personal bias on that is I think more than ever it's important to really galvanize the community around airflow. So, we're going to be focusing on that a lot. We want to make it easier for our users to get get our product into their hands, be that open source users or commercial users. And last, but certainly not least, is we're also really excited about Data Lineage and this other open source project in our umbrella called Open Lineage to make it so that there's a standard way for users to get lineage out of different systems that they use. When we think about what's in store for data lineage and needing to audit the way automated decisions are being made. You know, I think that's just such an important thing that companies are really just starting with, and I don't think there's a solution that's emerged that kind of ties it all together. So, we think that as we kind of grow the role of Airflow, right, we can also make it so that we're helping solve, we're helping customers solve their lineage problems all in Astro, which is our kind of the best of both worlds for us. >> Awesome. I can definitely feel and hear the enthusiasm and the passion that you both bring to Astronomer, to your customers, to your team. I love it. We could keep talking more and more, so you're going to have to come back. (laughing) Viraj, Paola, thank you so much for joining me today on this showcase conversation. We really appreciate your insights and all the context that you provided about Astronomer. >> Thank you so much for having us. >> My pleasure. For my guests, I'm Lisa Martin. You're watching this Cube conversation. (soft electronic music)

Published Date : Feb 21 2023

SUMMARY :

to this CUBE conversation Thank you so much and what it is that you guys do. and hopefully that gives you an idea and the problems that it solves for us. to be a data company, right? So, how are companies actually kind of all the abstractions you need, and just give the And that comes in, you of the organization. and analysis that happened that you just described, Raj. that you need to run Airflow, that we now have at Astronomer. Awesome. and I think you did a good job of saying and you bring up a great point, Viraj, and all of the sort of core principles and for your role? and needing to audit the and all the context that you (soft electronic music)

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Jack Greenfield, Walmart | A Dive into Walmart's Retail Supercloud


 

>> Welcome back to SuperCloud2. This is Dave Vellante, and we're here with Jack Greenfield. He's the Vice President of Enterprise Architecture and the Chief Architect for the global technology platform at Walmart. Jack, I want to thank you for coming on the program. Really appreciate your time. >> Glad to be here, Dave. Thanks for inviting me and appreciate the opportunity to chat with you. >> Yeah, it's our pleasure. Now we call what you've built a SuperCloud. That's our term, not yours, but how would you describe the Walmart Cloud Native Platform? >> So WCNP, as the acronym goes, is essentially an implementation of Kubernetes for the Walmart ecosystem. And what that means is that we've taken Kubernetes off the shelf as open source, and we have integrated it with a number of foundational services that provide other aspects of our computational environment. So Kubernetes off the shelf doesn't do everything. It does a lot. In particular the orchestration of containers, but it delegates through API a lot of key functions. So for example, secret management, traffic management, there's a need for telemetry and observability at a scale beyond what you get from raw Kubernetes. That is to say, harvesting the metrics that are coming out of Kubernetes and processing them, storing them in time series databases, dashboarding them, and so on. There's also an angle to Kubernetes that gets a lot of attention in the daily DevOps routine, that's not really part of the open source deliverable itself, and that is the DevOps sort of CICD pipeline-oriented lifecycle. And that is something else that we've added and integrated nicely. And then one more piece of this picture is that within a Kubernetes cluster, there's a function that is critical to allowing services to discover each other and integrate with each other securely and with proper configuration provided by the concept of a service mesh. So Istio, Linkerd, these are examples of service mesh technologies. And we have gone ahead and integrated actually those two. There's more than those two, but we've integrated those two with Kubernetes. So the net effect is that when a developer within Walmart is going to build an application, they don't have to think about all those other capabilities where they come from or how they're provided. Those are already present, and the way the CICD pipelines are set up, it's already sort of in the picture, and there are configuration points that they can take advantage of in the primary YAML and a couple of other pieces of config that we supply where they can tune it. But at the end of the day, it offloads an awful lot of work for them, having to stand up and operate those services, fail them over properly, and make them robust. All of that's provided for. >> Yeah, you know, developers often complain they spend too much time wrangling and doing things that aren't productive. So I wonder if you could talk about the high level business goals of the initiative in terms of the hardcore benefits. Was the real impetus to tap into best of breed cloud services? Were you trying to cut costs? Maybe gain negotiating leverage with the cloud guys? Resiliency, you know, I know was a major theme. Maybe you could give us a sense of kind of the anatomy of the decision making process that went in. >> Sure, and in the course of answering your question, I think I'm going to introduce the concept of our triplet architecture which we haven't yet touched on in the interview here. First off, just to sort of wrap up the motivation for WCNP itself which is kind of orthogonal to the triplet architecture. It can exist with or without it. Currently does exist with it, which is key, and I'll get to that in a moment. The key drivers, business drivers for WCNP were developer productivity by offloading the kinds of concerns that we've just discussed. Number two, improving resiliency, that is to say reducing opportunity for human error. One of the challenges you tend to run into in a large enterprise is what we call snowflakes, lots of gratuitously different workloads, projects, configurations to the extent that by developing and using WCNP and continuing to evolve it as we have, we end up with cookie cutter like consistency across our workloads which is super valuable when it comes to building tools or building services to automate operations that would otherwise be manual. When everything is pretty much done the same way, that becomes much simpler. Another key motivation for WCNP was the ability to abstract from the underlying cloud provider. And this is going to lead to a discussion of our triplet architecture. At the end of the day, when one works directly with an underlying cloud provider, one ends up taking a lot of dependencies on that particular cloud provider. Those dependencies can be valuable. For example, there are best of breed services like say Cloud Spanner offered by Google or say Cosmos DB offered by Microsoft that one wants to use and one is willing to take the dependency on the cloud provider to get that functionality because it's unique and valuable. On the other hand, one doesn't want to take dependencies on a cloud provider that don't add a lot of value. And with Kubernetes, we have the opportunity, and this is a large part of how Kubernetes was designed and why it is the way it is, we have the opportunity to sort of abstract from the underlying cloud provider for stateless workloads on compute. And so what this lets us do is build container-based applications that can run without change on different cloud provider infrastructure. So the same applications can run on WCNP over Azure, WCNP over GCP, or WCNP over the Walmart private cloud. And we have a private cloud. Our private cloud is OpenStack based and it gives us some significant cost advantages as well as control advantages. So to your point, in terms of business motivation, there's a key cost driver here, which is that we can use our own private cloud when it's advantageous and then use the public cloud provider capabilities when we need to. A key place with this comes into play is with elasticity. So while the private cloud is much more cost effective for us to run and use, it isn't as elastic as what the cloud providers offer, right? We don't have essentially unlimited scale. We have large scale, but the public cloud providers are elastic in the extreme which is a very powerful capability. So what we're able to do is burst, and we use this term bursting workloads into the public cloud from the private cloud to take advantage of the elasticity they offer and then fall back into the private cloud when the traffic load diminishes to the point where we don't need that elastic capability, elastic capacity at low cost. And this is a very important paradigm that I think is going to be very commonplace ultimately as the industry evolves. Private cloud is easier to operate and less expensive, and yet the public cloud provider capabilities are difficult to match. >> And the triplet, the tri is your on-prem private cloud and the two public clouds that you mentioned, is that right? >> That is correct. And we actually have an architecture in which we operate all three of those cloud platforms in close proximity with one another in three different major regions in the US. So we have east, west, and central. And in each of those regions, we have all three cloud providers. And the way it's configured, those data centers are within 10 milliseconds of each other, meaning that it's of negligible cost to interact between them. And this allows us to be fairly agnostic to where a particular workload is running. >> Does a human make that decision, Jack or is there some intelligence in the system that determines that? >> That's a really great question, Dave. And it's a great question because we're at the cusp of that transition. So currently humans make that decision. Humans choose to deploy workloads into a particular region and a particular provider within that region. That said, we're actively developing patterns and practices that will allow us to automate the placement of the workloads for a variety of criteria. For example, if in a particular region, a particular provider is heavily overloaded and is unable to provide the level of service that's expected through our SLAs, we could choose to fail workloads over from that cloud provider to a different one within the same region. But that's manual today. We do that, but people do it. Okay, we'd like to get to where that happens automatically. In the same way, we'd like to be able to automate the failovers, both for high availability and sort of the heavier disaster recovery model between, within a region between providers and even within a provider between the availability zones that are there, but also between regions for the sort of heavier disaster recovery or maintenance driven realignment of workload placement. Today, that's all manual. So we have people moving workloads from region A to region B or data center A to data center B. It's clean because of the abstraction. The workloads don't have to know or care, but there are latency considerations that come into play, and the humans have to be cognizant of those. And automating that can help ensure that we get the best performance and the best reliability. >> But you're developing the dataset to actually, I would imagine, be able to make those decisions in an automated fashion over time anyway. Is that a fair assumption? >> It is, and that's what we're actively developing right now. So if you were to look at us today, we have these nice abstractions and APIs in place, but people run that machine, if you will, moving toward a world where that machine is fully automated. >> What exactly are you abstracting? Is it sort of the deployment model or, you know, are you able to abstract, I'm just making this up like Azure functions and GCP functions so that you can sort of run them, you know, with a consistent experience. What exactly are you abstracting and how difficult was it to achieve that objective technically? >> that's a good question. What we're abstracting is the Kubernetes node construct. That is to say a cluster of Kubernetes nodes which are typically VMs, although they can run bare metal in certain contexts, is something that typically to stand up requires knowledge of the underlying cloud provider. So for example, with GCP, you would use GKE to set up a Kubernetes cluster, and in Azure, you'd use AKS. We are actually abstracting that aspect of things so that the developers standing up applications don't have to know what the underlying cluster management provider is. They don't have to know if it's GCP, AKS or our own Walmart private cloud. Now, in terms of functions like Azure functions that you've mentioned there, we haven't done that yet. That's another piece that we have sort of on our radar screen that, we'd like to get to is serverless approach, and the Knative work from Google and the Azure functions, those are things that we see good opportunity to use for a whole variety of use cases. But right now we're not doing much with that. We're strictly container based right now, and we do have some VMs that are running in sort of more of a traditional model. So our stateful workloads are primarily VM based, but for serverless, that's an opportunity for us to take some of these stateless workloads and turn them into cloud functions. >> Well, and that's another cost lever that you can pull down the road that's going to drop right to the bottom line. Do you see a day or maybe you're doing it today, but I'd be surprised, but where you build applications that actually span multiple clouds or is there, in your view, always going to be a direct one-to-one mapping between where an application runs and the specific cloud platform? >> That's a really great question. Well, yes and no. So today, application development teams choose a cloud provider to deploy to and a location to deploy to, and they have to get involved in moving an application like we talked about today. That said, the bursting capability that I mentioned previously is something that is a step in the direction of automatic migration. That is to say we're migrating workload to different locations automatically. Currently, the prototypes we've been developing and that we think are going to eventually make their way into production are leveraging Istio to assess the load incoming on a particular cluster and start shedding that load into a different location. Right now, the configuration of that is still manual, but there's another opportunity for automation there. And I think a key piece of this is that down the road, well, that's a, sort of a small step in the direction of an application being multi provider. We expect to see really an abstraction of the fact that there is a triplet even. So the workloads are moving around according to whatever the control plane decides is necessary based on a whole variety of inputs. And at that point, you will have true multi-cloud applications, applications that are distributed across the different providers and in a way that application developers don't have to think about. >> So Walmart's been a leader, Jack, in using data for competitive advantages for decades. It's kind of been a poster child for that. You've got a mountain of IP in the form of data, tools, applications best practices that until the cloud came out was all On Prem. But I'm really interested in this idea of building a Walmart ecosystem, which obviously you have. Do you see a day or maybe you're even doing it today where you take what we call the Walmart SuperCloud, WCNP in your words, and point or turn that toward an external world or your ecosystem, you know, supporting those partners or customers that could drive new revenue streams, you know directly from the platform? >> Great questions, Dave. So there's really two things to say here. The first is that with respect to data, our data workloads are primarily VM basis. I've mentioned before some VMware, some straight open stack. But the key here is that WCNP and Kubernetes are very powerful for stateless workloads, but for stateful workloads tend to be still climbing a bit of a growth curve in the industry. So our data workloads are not primarily based on WCNP. They're VM based. Now that said, there is opportunity to make some progress there, and we are looking at ways to move things into containers that are currently running in VMs which are stateful. The other question you asked is related to how we expose data to third parties and also functionality. Right now we do have in-house, for our own use, a very robust data architecture, and we have followed the sort of domain-oriented data architecture guidance from Martin Fowler. And we have data lakes in which we collect data from all the transactional systems and which we can then use and do use to build models which are then used in our applications. But right now we're not exposing the data directly to customers as a product. That's an interesting direction that's been talked about and may happen at some point, but right now that's internal. What we are exposing to customers is applications. So we're offering our global integrated fulfillment capabilities, our order picking and curbside pickup capabilities, and our cloud powered checkout capabilities to third parties. And this means we're standing up our own internal applications as externally facing SaaS applications which can serve our partners' customers. >> Yeah, of course, Martin Fowler really first introduced to the world Zhamak Dehghani's data mesh concept and this whole idea of data products and domain oriented thinking. Zhamak Dehghani, by the way, is a speaker at our event as well. Last question I had is edge, and how you think about the edge? You know, the stores are an edge. Are you putting resources there that sort of mirror this this triplet model? Or is it better to consolidate things in the cloud? I know there are trade-offs in terms of latency. How are you thinking about that? >> All really good questions. It's a challenging area as you can imagine because edges are subject to disconnection, right? Or reduced connection. So we do place the same architecture at the edge. So WCNP runs at the edge, and an application that's designed to run at WCNP can run at the edge. That said, there are a number of very specific considerations that come up when running at the edge, such as the possibility of disconnection or degraded connectivity. And so one of the challenges we have faced and have grappled with and done a good job of I think is dealing with the fact that applications go offline and come back online and have to reconnect and resynchronize, the sort of online offline capability is something that can be quite challenging. And we have a couple of application architectures that sort of form the two core sets of patterns that we use. One is an offline/online synchronization architecture where we discover that we've come back online, and we understand the differences between the online dataset and the offline dataset and how they have to be reconciled. The other is a message-based architecture. And here in our health and wellness domain, we've developed applications that are queue based. So they're essentially business processes that consist of multiple steps where each step has its own queue. And what that allows us to do is devote whatever bandwidth we do have to those pieces of the process that are most latency sensitive and allow the queue lengths to increase in parts of the process that are not latency sensitive, knowing that they will eventually catch up when the bandwidth is restored. And to put that in a little bit of context, we have fiber lengths to all of our locations, and we have I'll just use a round number, 10-ish thousand locations. It's larger than that, but that's the ballpark, and we have fiber to all of them, but when the fiber is disconnected, When the disconnection happens, we're able to fall back to 5G and to Starlink. Starlink is preferred. It's a higher bandwidth. 5G if that fails. But in each of those cases, the bandwidth drops significantly. And so the applications have to be intelligent about throttling back the traffic that isn't essential, so that it can push the essential traffic in those lower bandwidth scenarios. >> So much technology to support this amazing business which started in the early 1960s. Jack, unfortunately, we're out of time. I would love to have you back or some members of your team and drill into how you're using open source, but really thank you so much for explaining the approach that you've taken and participating in SuperCloud2. >> You're very welcome, Dave, and we're happy to come back and talk about other aspects of what we do. For example, we could talk more about the data lakes and the data mesh that we have in place. We could talk more about the directions we might go with serverless. So please look us up again. Happy to chat. >> I'm going to take you up on that, Jack. All right. This is Dave Vellante for John Furrier and the Cube community. Keep it right there for more action from SuperCloud2. (upbeat music)

Published Date : Feb 17 2023

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Jack Greenfield, Walmart | A Dive into Walmart's Retail Supercloud


 

>> Welcome back to SuperCloud2. This is Dave Vellante, and we're here with Jack Greenfield. He's the Vice President of Enterprise Architecture and the Chief Architect for the global technology platform at Walmart. Jack, I want to thank you for coming on the program. Really appreciate your time. >> Glad to be here, Dave. Thanks for inviting me and appreciate the opportunity to chat with you. >> Yeah, it's our pleasure. Now we call what you've built a SuperCloud. That's our term, not yours, but how would you describe the Walmart Cloud Native Platform? >> So WCNP, as the acronym goes, is essentially an implementation of Kubernetes for the Walmart ecosystem. And what that means is that we've taken Kubernetes off the shelf as open source, and we have integrated it with a number of foundational services that provide other aspects of our computational environment. So Kubernetes off the shelf doesn't do everything. It does a lot. In particular the orchestration of containers, but it delegates through API a lot of key functions. So for example, secret management, traffic management, there's a need for telemetry and observability at a scale beyond what you get from raw Kubernetes. That is to say, harvesting the metrics that are coming out of Kubernetes and processing them, storing them in time series databases, dashboarding them, and so on. There's also an angle to Kubernetes that gets a lot of attention in the daily DevOps routine, that's not really part of the open source deliverable itself, and that is the DevOps sort of CICD pipeline-oriented lifecycle. And that is something else that we've added and integrated nicely. And then one more piece of this picture is that within a Kubernetes cluster, there's a function that is critical to allowing services to discover each other and integrate with each other securely and with proper configuration provided by the concept of a service mesh. So Istio, Linkerd, these are examples of service mesh technologies. And we have gone ahead and integrated actually those two. There's more than those two, but we've integrated those two with Kubernetes. So the net effect is that when a developer within Walmart is going to build an application, they don't have to think about all those other capabilities where they come from or how they're provided. Those are already present, and the way the CICD pipelines are set up, it's already sort of in the picture, and there are configuration points that they can take advantage of in the primary YAML and a couple of other pieces of config that we supply where they can tune it. But at the end of the day, it offloads an awful lot of work for them, having to stand up and operate those services, fail them over properly, and make them robust. All of that's provided for. >> Yeah, you know, developers often complain they spend too much time wrangling and doing things that aren't productive. So I wonder if you could talk about the high level business goals of the initiative in terms of the hardcore benefits. Was the real impetus to tap into best of breed cloud services? Were you trying to cut costs? Maybe gain negotiating leverage with the cloud guys? Resiliency, you know, I know was a major theme. Maybe you could give us a sense of kind of the anatomy of the decision making process that went in. >> Sure, and in the course of answering your question, I think I'm going to introduce the concept of our triplet architecture which we haven't yet touched on in the interview here. First off, just to sort of wrap up the motivation for WCNP itself which is kind of orthogonal to the triplet architecture. It can exist with or without it. Currently does exist with it, which is key, and I'll get to that in a moment. The key drivers, business drivers for WCNP were developer productivity by offloading the kinds of concerns that we've just discussed. Number two, improving resiliency, that is to say reducing opportunity for human error. One of the challenges you tend to run into in a large enterprise is what we call snowflakes, lots of gratuitously different workloads, projects, configurations to the extent that by developing and using WCNP and continuing to evolve it as we have, we end up with cookie cutter like consistency across our workloads which is super valuable when it comes to building tools or building services to automate operations that would otherwise be manual. When everything is pretty much done the same way, that becomes much simpler. Another key motivation for WCNP was the ability to abstract from the underlying cloud provider. And this is going to lead to a discussion of our triplet architecture. At the end of the day, when one works directly with an underlying cloud provider, one ends up taking a lot of dependencies on that particular cloud provider. Those dependencies can be valuable. For example, there are best of breed services like say Cloud Spanner offered by Google or say Cosmos DB offered by Microsoft that one wants to use and one is willing to take the dependency on the cloud provider to get that functionality because it's unique and valuable. On the other hand, one doesn't want to take dependencies on a cloud provider that don't add a lot of value. And with Kubernetes, we have the opportunity, and this is a large part of how Kubernetes was designed and why it is the way it is, we have the opportunity to sort of abstract from the underlying cloud provider for stateless workloads on compute. And so what this lets us do is build container-based applications that can run without change on different cloud provider infrastructure. So the same applications can run on WCNP over Azure, WCNP over GCP, or WCNP over the Walmart private cloud. And we have a private cloud. Our private cloud is OpenStack based and it gives us some significant cost advantages as well as control advantages. So to your point, in terms of business motivation, there's a key cost driver here, which is that we can use our own private cloud when it's advantageous and then use the public cloud provider capabilities when we need to. A key place with this comes into play is with elasticity. So while the private cloud is much more cost effective for us to run and use, it isn't as elastic as what the cloud providers offer, right? We don't have essentially unlimited scale. We have large scale, but the public cloud providers are elastic in the extreme which is a very powerful capability. So what we're able to do is burst, and we use this term bursting workloads into the public cloud from the private cloud to take advantage of the elasticity they offer and then fall back into the private cloud when the traffic load diminishes to the point where we don't need that elastic capability, elastic capacity at low cost. And this is a very important paradigm that I think is going to be very commonplace ultimately as the industry evolves. Private cloud is easier to operate and less expensive, and yet the public cloud provider capabilities are difficult to match. >> And the triplet, the tri is your on-prem private cloud and the two public clouds that you mentioned, is that right? >> That is correct. And we actually have an architecture in which we operate all three of those cloud platforms in close proximity with one another in three different major regions in the US. So we have east, west, and central. And in each of those regions, we have all three cloud providers. And the way it's configured, those data centers are within 10 milliseconds of each other, meaning that it's of negligible cost to interact between them. And this allows us to be fairly agnostic to where a particular workload is running. >> Does a human make that decision, Jack or is there some intelligence in the system that determines that? >> That's a really great question, Dave. And it's a great question because we're at the cusp of that transition. So currently humans make that decision. Humans choose to deploy workloads into a particular region and a particular provider within that region. That said, we're actively developing patterns and practices that will allow us to automate the placement of the workloads for a variety of criteria. For example, if in a particular region, a particular provider is heavily overloaded and is unable to provide the level of service that's expected through our SLAs, we could choose to fail workloads over from that cloud provider to a different one within the same region. But that's manual today. We do that, but people do it. Okay, we'd like to get to where that happens automatically. In the same way, we'd like to be able to automate the failovers, both for high availability and sort of the heavier disaster recovery model between, within a region between providers and even within a provider between the availability zones that are there, but also between regions for the sort of heavier disaster recovery or maintenance driven realignment of workload placement. Today, that's all manual. So we have people moving workloads from region A to region B or data center A to data center B. It's clean because of the abstraction. The workloads don't have to know or care, but there are latency considerations that come into play, and the humans have to be cognizant of those. And automating that can help ensure that we get the best performance and the best reliability. >> But you're developing the dataset to actually, I would imagine, be able to make those decisions in an automated fashion over time anyway. Is that a fair assumption? >> It is, and that's what we're actively developing right now. So if you were to look at us today, we have these nice abstractions and APIs in place, but people run that machine, if you will, moving toward a world where that machine is fully automated. >> What exactly are you abstracting? Is it sort of the deployment model or, you know, are you able to abstract, I'm just making this up like Azure functions and GCP functions so that you can sort of run them, you know, with a consistent experience. What exactly are you abstracting and how difficult was it to achieve that objective technically? >> that's a good question. What we're abstracting is the Kubernetes node construct. That is to say a cluster of Kubernetes nodes which are typically VMs, although they can run bare metal in certain contexts, is something that typically to stand up requires knowledge of the underlying cloud provider. So for example, with GCP, you would use GKE to set up a Kubernetes cluster, and in Azure, you'd use AKS. We are actually abstracting that aspect of things so that the developers standing up applications don't have to know what the underlying cluster management provider is. They don't have to know if it's GCP, AKS or our own Walmart private cloud. Now, in terms of functions like Azure functions that you've mentioned there, we haven't done that yet. That's another piece that we have sort of on our radar screen that, we'd like to get to is serverless approach, and the Knative work from Google and the Azure functions, those are things that we see good opportunity to use for a whole variety of use cases. But right now we're not doing much with that. We're strictly container based right now, and we do have some VMs that are running in sort of more of a traditional model. So our stateful workloads are primarily VM based, but for serverless, that's an opportunity for us to take some of these stateless workloads and turn them into cloud functions. >> Well, and that's another cost lever that you can pull down the road that's going to drop right to the bottom line. Do you see a day or maybe you're doing it today, but I'd be surprised, but where you build applications that actually span multiple clouds or is there, in your view, always going to be a direct one-to-one mapping between where an application runs and the specific cloud platform? >> That's a really great question. Well, yes and no. So today, application development teams choose a cloud provider to deploy to and a location to deploy to, and they have to get involved in moving an application like we talked about today. That said, the bursting capability that I mentioned previously is something that is a step in the direction of automatic migration. That is to say we're migrating workload to different locations automatically. Currently, the prototypes we've been developing and that we think are going to eventually make their way into production are leveraging Istio to assess the load incoming on a particular cluster and start shedding that load into a different location. Right now, the configuration of that is still manual, but there's another opportunity for automation there. And I think a key piece of this is that down the road, well, that's a, sort of a small step in the direction of an application being multi provider. We expect to see really an abstraction of the fact that there is a triplet even. So the workloads are moving around according to whatever the control plane decides is necessary based on a whole variety of inputs. And at that point, you will have true multi-cloud applications, applications that are distributed across the different providers and in a way that application developers don't have to think about. >> So Walmart's been a leader, Jack, in using data for competitive advantages for decades. It's kind of been a poster child for that. You've got a mountain of IP in the form of data, tools, applications best practices that until the cloud came out was all On Prem. But I'm really interested in this idea of building a Walmart ecosystem, which obviously you have. Do you see a day or maybe you're even doing it today where you take what we call the Walmart SuperCloud, WCNP in your words, and point or turn that toward an external world or your ecosystem, you know, supporting those partners or customers that could drive new revenue streams, you know directly from the platform? >> Great question, Steve. So there's really two things to say here. The first is that with respect to data, our data workloads are primarily VM basis. I've mentioned before some VMware, some straight open stack. But the key here is that WCNP and Kubernetes are very powerful for stateless workloads, but for stateful workloads tend to be still climbing a bit of a growth curve in the industry. So our data workloads are not primarily based on WCNP. They're VM based. Now that said, there is opportunity to make some progress there, and we are looking at ways to move things into containers that are currently running in VMs which are stateful. The other question you asked is related to how we expose data to third parties and also functionality. Right now we do have in-house, for our own use, a very robust data architecture, and we have followed the sort of domain-oriented data architecture guidance from Martin Fowler. And we have data lakes in which we collect data from all the transactional systems and which we can then use and do use to build models which are then used in our applications. But right now we're not exposing the data directly to customers as a product. That's an interesting direction that's been talked about and may happen at some point, but right now that's internal. What we are exposing to customers is applications. So we're offering our global integrated fulfillment capabilities, our order picking and curbside pickup capabilities, and our cloud powered checkout capabilities to third parties. And this means we're standing up our own internal applications as externally facing SaaS applications which can serve our partners' customers. >> Yeah, of course, Martin Fowler really first introduced to the world Zhamak Dehghani's data mesh concept and this whole idea of data products and domain oriented thinking. Zhamak Dehghani, by the way, is a speaker at our event as well. Last question I had is edge, and how you think about the edge? You know, the stores are an edge. Are you putting resources there that sort of mirror this this triplet model? Or is it better to consolidate things in the cloud? I know there are trade-offs in terms of latency. How are you thinking about that? >> All really good questions. It's a challenging area as you can imagine because edges are subject to disconnection, right? Or reduced connection. So we do place the same architecture at the edge. So WCNP runs at the edge, and an application that's designed to run at WCNP can run at the edge. That said, there are a number of very specific considerations that come up when running at the edge, such as the possibility of disconnection or degraded connectivity. And so one of the challenges we have faced and have grappled with and done a good job of I think is dealing with the fact that applications go offline and come back online and have to reconnect and resynchronize, the sort of online offline capability is something that can be quite challenging. And we have a couple of application architectures that sort of form the two core sets of patterns that we use. One is an offline/online synchronization architecture where we discover that we've come back online, and we understand the differences between the online dataset and the offline dataset and how they have to be reconciled. The other is a message-based architecture. And here in our health and wellness domain, we've developed applications that are queue based. So they're essentially business processes that consist of multiple steps where each step has its own queue. And what that allows us to do is devote whatever bandwidth we do have to those pieces of the process that are most latency sensitive and allow the queue lengths to increase in parts of the process that are not latency sensitive, knowing that they will eventually catch up when the bandwidth is restored. And to put that in a little bit of context, we have fiber lengths to all of our locations, and we have I'll just use a round number, 10-ish thousand locations. It's larger than that, but that's the ballpark, and we have fiber to all of them, but when the fiber is disconnected, and it does get disconnected on a regular basis. In fact, I forget the exact number, but some several dozen locations get disconnected daily just by virtue of the fact that there's construction going on and things are happening in the real world. When the disconnection happens, we're able to fall back to 5G and to Starlink. Starlink is preferred. It's a higher bandwidth. 5G if that fails. But in each of those cases, the bandwidth drops significantly. And so the applications have to be intelligent about throttling back the traffic that isn't essential, so that it can push the essential traffic in those lower bandwidth scenarios. >> So much technology to support this amazing business which started in the early 1960s. Jack, unfortunately, we're out of time. I would love to have you back or some members of your team and drill into how you're using open source, but really thank you so much for explaining the approach that you've taken and participating in SuperCloud2. >> You're very welcome, Dave, and we're happy to come back and talk about other aspects of what we do. For example, we could talk more about the data lakes and the data mesh that we have in place. We could talk more about the directions we might go with serverless. So please look us up again. Happy to chat. >> I'm going to take you up on that, Jack. All right. This is Dave Vellante for John Furrier and the Cube community. Keep it right there for more action from SuperCloud2. (upbeat music)

Published Date : Jan 9 2023

SUMMARY :

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Lee Klarich, Palo Alto Networks | Palo Alto Networks Ignite22


 

>>The cube presents Ignite 22, brought to you by Palo Alto Networks. >>Good morning. Live from the MGM Grand. It's the cube at Palo Alto Networks Ignite 2022. Lisa Martin here with Dave Valante, day two, Dave of our coverage, or last live day of the year, which I can't believe, lots of good news coming out from Palo Alto Networks. We're gonna sit down with its Chief product officer next and dissect all of that. >>Yeah. You know, oftentimes in, in events like this, day two is product day. And look, it's all about products and sales. Yeah, I mean those, that's the, the, the golden rule. Get the product right, get the sales right, and everything else will take care of itself. So let's talk product. >>Yeah, let's talk product. Lee Claridge joins us, the Chief Product Officer at Palo Alto Networks. Welcome Lee. Great to have >>You. Thank you so much. >>So we didn't get to see your keynote yesterday, but we heard one of the things, you know, we've been talking about the threat landscape, the challenges. We had Unit 42, Wendy on yesterday. We had Nash on and near talking about the massive challenges in the threat landscape. But we understand, despite that you are optimistic. I am. Talk about your optimism given the massive challenges that every organization is facing today. >>Look, cybersecurity's hard and often in cybersecurity in the industry, a lot of people get sort of really focused on what the threat actors are doing, why they're successful. We investigate breaches and we think of it, it just starts to feel somewhat overwhelming for a lot of folks. And I just happen to think a little bit differently. I, I look at it and I think it's actually a solvable problem. >>Talk about cyber resilience. How does Palo Alto Networks define that and how does it help customers achieve that? Cuz that's the, that's the holy grail these days. >>Yes. Look, the, the way I think about cyber resilience is basically in two pieces. One, it's all about how do we prevent the threat actors from actually being successful in the first place. Second, we also have to be prepared for what happens if they happen to find a way to get through, and how do we make sure that that happens? The blast radius is, is as narrowly contained as possible. And so the, the way that we approach this is, you know, I, I kind of think in terms of like threes three core principles. Number one, we have to have amazing technology and we have to constantly be, keep keeping up with and ideally ahead of what attackers are doing. It's a big part of my job as the chief product officer, right? Second is we, you know, one of the, the big transformations that's happened is the advent of, of AI and the opportunity, as long as we can do it, a great job of collecting great data, we can drive AI and machine learning models that can start to be used for our advantage as defenders, and then further use that to drive automation. >>So we take the human out of the response as much as possible. What that allows us to do is actually to start using AI and automation to disrupt attackers as it's happening. The third piece then becomes natively integrating these capabilities into a platform. And when we do that, what allows us to do is to make sure that we are consistently delivering cybersecurity everywhere that it needs to happen. That we don't have gaps. Yeah. So great tech AI and automation deliver natively integrated through platforms. This is how we achieve cyber resilience. >>So I like the positivity. In fact, Steven Schmidt, who's now the CSO of, of Amazon, you know, Steven, and it was the CSO at AWS at the time, the first reinforced, he stood up on stage and said, listen, this narrative that's all gloom and doom is not the right approach. We actually are doing a good job and we have the capability. So I was like, yeah, you know, okay. I'm, I'm down with that. Now when I, my question is around the, the portfolio. I, I was looking at, you know, some of your alternatives and options and the website. I mean, you got network security, cloud security, you got sassy, you got capp, you got endpoint, pretty much everything. You got cider security, which you just recently acquired for, you know, this whole shift left stuff, you know, nothing in there on identity yet. That's good. You partner for that, but, so could you describe sort of how you think about the portfolio from a product standpoint? How you continue to evolve it and what's the direction? Yes. >>So the, the, the cybersecurity industry has long had this, I'm gonna call it a major flaw. And the major flaw of the cybersecurity industry has been that every time there is a problem to be solved, there's another 10 or 20 startups that get funded to solve that problem. And so pretty soon what you have is you're, if you're a customer of this is you have 50, a hundred, the, the record is over 400 different cybersecurity products that as a customer you're trying to operationalize. >>It's not a good record to have. >>No, it's not a good record. No. This is, this is the opposite of Yes. Not a good personal best. So the, so the reason I start there in answering your question is the, the way that, so that's one end of the extreme, the other end of the extreme view to say, is there such a thing as a single platform that does everything? No, there's not. That would be nice. That was, that sounds nice. But the reality is that cybersecurity has to be much broader than any one single thing can do. And so the, the way that we approach this is, is three fundamental areas that, that we, Palo Alto Networks are going to be the best at. One is network security within network security. This includes hardware, NextGen, firewalls, software NextGen, firewalls, sassy, all the different security services that tie into that. All of that makes up our network security platforms. >>So everything to do with network security is integrated in that one place. Second is around cloud security. The shift to the cloud is happening is very real. That's where Prisma Cloud takes center stage. C a P is the industry acronym. If if five letters thrown together can be called an acronym. The, so cloud native application protection platform, right? So this is where we bring all of the different cloud security capabilities integrated together, delivered through one platform. And then security, security operations is the third for us. This is Cortex. And this is where we bring together endpoint security, edr, ndr, attack, surface management automation, all of this. And what we had, what we announced earlier this year is x Im, which is a Cortex product for actually integrating all of that together into one SOC transformation platform. So those are the three platforms, and that's how we deliver much, much, much greater levels of native integration of capabilities, but in a logical way where we're not trying to overdo it. >>And cider will fit into two or three >>Into Prisma cloud into the second cloud to two. Yeah. As part of the shift left strategy of how we secure makes sense applications in the cloud >>When you're in customer conversations. You mentioned the record of 400 different product. That's crazy. Nash was saying yesterday between 30 and 50 and we talked with him and near about what's realistic in terms of getting organizations to, to be able to consolidate. I'd love to understand what does cybersecurity transformation look like for the average organization that's running 30 to 50 point >>Solutions? Yeah, look, 30 to 50 is probably, maybe normal. A hundred is not unusual. Obviously 400 is the extreme example. But all of those are, those numbers are too big right now. I think, I think realistic is high. Single digits, low double digits is probably somewhat realistic for most organizations, the most complex organizations that might go a bit above that if we're really doing a good job. That's, that's what I think. Now second, I do really want to point out on, on the product guy. So, so maybe this is just my way of thinking, consolidation is an outcome of having more tightly and natively integrated capabilities. Got you. And the reason I flip that around is if I just went to you and say, Hey, would you like to consolidate? That just means maybe fewer vendors that that helps the procurement person. Yes. You know, have to negotiate with fewer companies. Yeah. Integration is actually a technology statement. It's delivering better outcomes because we've designed multiple capabilities to work together natively ourselves as the developers so that the customer doesn't have to figure out how to do it. It just happens that by, by doing that, the customer gets all this wonderful technical benefit. And then there's this outcome sitting there called, you've just consolidated your complexity. How >>Specialized is the customer? I think a data pipelines, and I think I have a data engineer, have a data scientists, a data analyst, but hyper specialized roles. If, if, let's say I have, you know, 30 or 40, and one of 'em is an SD wan, you know, security product. Yeah. I'm best of breed an SD wan. Okay, great. Palo Alto comes in as you, you pointed out, I'm gonna help you with your procurement side. Are there hyper specialized individuals that are aligned to that? And how that's kind of part A and B, how, assuming that's the case, how does that integration, you know, carry through to the business case? So >>Obviously there are specializations, this is the, and, and cybersecurity is really important. And so there, this is why there had, there's this tendency in the past to head toward, well I have this problem, so who's the best at solving this one problem? And if you only had one problem to solve, you would go find the specialist. The, the, the, the challenge becomes, well, what do you have a hundred problems to solve? I is the right answer, a hundred specialized solutions for your a hundred problems. And what what I think is missing in this approach is, is understanding that almost every problem that needs to be solved is interconnected with other problems to be solved. It's that interconnectedness of the problems where all of a sudden, so, so you mentioned SD wan. Okay, great. I have Estee wan, I need it. Well what are you connecting SD WAN to? >>Well, ideally our view is you would connect SD WAN and branch to the cloud. Well, would you run in the cloud? Well, in our case, we can take our SD wan, connect it to Prisma access, which is our cloud security solution, and we can natively integrate those two things together such that when you use 'em together, way easier. Right? All of a sudden we took what seemed like two separate problems. We said, no, actually these problems are related and we can deliver a solution where those, those things are actually brought together. And that's just one simple example, but you could, you could extend that across a lot of these other areas. And so that's the difference. And that's how the, the, the mindset shift that is happening. And, and I I was gonna say needs to happen, but it's starting to happen. I'm talking to customers where they're telling me this as opposed to me telling them. >>So when you walk around the floor here, there's a visual, it's called a day in the life of a fuel member. And basically what it has, it's got like, I dunno, six or seven different roles or personas, you know, one is management, one is a network engineer, one's a coder, and it gives you an X and an O. And it says, okay, put the X on things that you spend your time doing, put the o on things that you wanna spend your time doing a across all different sort of activities that a SecOps pro would do. There's Xs and O's in every one of 'em. You know, to your point, there's so much overlap going on. This was really difficult to discern, you know, any kind of consistent pattern because it, it, it, unlike the hyper specialization and data pipelines that I just described, it, it's, it's not, it, it, there's way more overlap between those, those specialization roles. >>And there's a, there's a second challenge that, that I've observed and that we are, we've, we've been trying to solve this and now I'd say we've become, started to become a lot more purposeful in, in, in trying to solve this, which is, I believe cybersecurity, in order for cyber security vendors to become partners, we actually have to start to become more opinionated. We actually have to start, guys >>Are pretty opinionated. >>Well, yes, but, but the industry large. So yes, we're opinionated. We build these products, but that have, that have our, I'll call our opinions built into it, and then we, we sell the, the product and then, and then what happens? Customer says, great, thank you for the product. I'm going to deploy it however I want to, which is fine. Obviously it's their choice at the end of the day, but we actually should start to exert an opinion to say, well, here's what we would recommend, here's why we would recommend that. Here's how we envisioned it providing the most value to you. And actually starting to build that into the products themselves so that they start to guide the customer toward these outcomes as opposed to just saying, here's a product, good luck. >>What's, what's the customer lifecycle, not lifecycle, but really kind of that, that collaboration, like it's one thing to, to have products that you're saying that have opinions to be able to inform customers how to deploy, how to use, but where is their feedback in this cycle of product development? >>Oh, look, my, this, this is, this is my life. I'm, this is, this is why I'm here. This is like, you know, all day long I'm meeting with customers and, and I share what we're doing. But, but it's, it's a, it's a 50 50, I'm half the time I'm listening as well to understand what they're trying to do, what they're trying to accomplish, and how, what they need us to do better in order to help them solve the problem. So the, the, and, and so my entire organization is oriented around not just telling customers, here's what we did, but listening and understanding and bringing that feedback in and constantly making the products better. That's, that's the, the main way in which we do this. Now there's a second way, which is we also allow our products to be customized. You know, I can say, here's our best practices, we see it, but then allowing our customer to, to customize that and tailor it to their environment, because there are going to be uniquenesses for different customers in parti, we need more complex environments. Explain >>Why fire firewalls won't go away >>From your perspective. Oh, Nikesh actually did a great job of explaining this yesterday, and although he gave me credit for it, so this is like a, a circular kind of reference here. But if you think about the firewalls slightly more abstract, and you basically say a NextGen firewalls job is to inspect every connection in order to make sure the connection should be allowed. And then if it is allowed to make sure that it's secure, >>Which that is the definition of an NextGen firewall, by the way, exactly what I just said. Now what you noticed is, I didn't describe it as a hardware device, right? It can be delivered in hardware because there are environments where you need super high throughput, low latency, guess what? Hardware is the best way of delivering that functionality. There's other use cases cloud where you can't, you, you can't ship hardware to a cloud provider and say, can you install this hardware in front of my cloud? No, no, no. You deployed in a software. So you take that same functionality, you instantly in a software, then you have other use cases, branch offices, remote workforce, et cetera, where you say, actually, I just want it delivered from the cloud. This is what sassy is. So when I, when I look at and say, the firewall's not going away, what, what, what I see is the functionality needed is not only not going away, it's actually expanding. But how we deliver it is going to be across these three form factors. And then the customer's going to decide how they need to intermix these form factors for their environment. >>We put forth this notion of super cloud a while about a year ago. And the idea being you're gonna leverage the hyperscale infrastructure and you're gonna build a, a, you're gonna solve a common problem across clouds and even on-prem, super cloud above the cloud. Not Superman, but super as in Latin. But it turned into this sort of, you know, superlative, which is fun. But the, my, my question to you is, is, is, is Palo Alto essentially building a common cross-cloud on-prem, presumably out to the edge consistent experience that we would call a super cloud? >>Yeah, I don't know that we've ever used the term surfer cloud to describe it. Oh, you don't have to, but yeah. But yes, based on how you describe it, absolutely. And it has three main benefits that I describe to customers all the time. The first is the end user experience. So imagine your employee, and you might work from the office, you might work from home, you might work while from, from traveling and hotels and conferences. And, and by the way, in one day you might actually work from all of those places. So, so the first part is the end user experience becomes way better when it doesn't matter where they're working from. They always get the same experience, huge benefit from productivity perspective, no second benefit security operations. You think about the, the people who are actually administering these policies and analyzing the security events. >>Imagine how much better it is for them when it's all common and consistent across everywhere that has to happen. Cloud, on-prem branch, remote workforce, et cetera. So there's a operational benefit that is super valuable. Third, security benefit. Imagine if in this, this platform-based approach, if we come out with some new amazing innovation that is able to detect and block, you know, new types of attacks, guess what, we can deliver that across hardware, software, and sassi uniformly and keep it all up to date. So from a security perspective, way better than trying to figure out, okay, there's some new technology, you know, does my hardware provider have that technology or not? Does my soft provider? So it's bringing that in to one place. >>From a developer perspective, is there a, a, a PAs layer, forgive me super PAs, that a allows the developers to have a common experience across irrespective of physical location with the explicit purpose of serving the objective of your platform. >>So normally when I think of the context of developers, I'm thinking of the context of, of the people who are building the applications that are being deployed. And those applications may be deployed in a data center, increasing the data centers, depending private clouds might be deployed into, into public cloud. It might even be hybrid in nature. And so if you think about what the developer wants, the developer actually wants to not have to think about security, quite frankly. Yeah. They want to think about how do I develop the functionality I need as quickly as possible with the highest quality >>Possible, but they are being forced to think about it more and more. Well, but anyway, I didn't mean to >>Interrupt you. No, it's a, it is a good, it's a, it's, it's a great point. The >>Well we're trying to do is we're trying to enable our security capabilities to work in a way that actually enables what the developer wants that actually allows them to develop faster that actually allows them to focus on the things they want to focus. And, and the way we do that is by actually surfacing the security information that they need to know in the tools that they use as opposed to trying to bring them to our tools. So you think about this, so our customer is a security customer. Yet in the application development lifecycle, the developer is often the user. So we, we we're selling, we're so providing a solution to security and then we're enabling them to surface it in the developer tools. And by, by doing this, we actually make life easier for the developers such that they're not actually thinking about security so much as they're just saying, oh, I pulled down the wrong open source package, it's outdated, it has vulnerabilities. I was notified the second I did it, and I was told which one I should pull down. So I pulled down the right one. Now, if you're a developer, do you think that's security getting your way? Not at all. No. If you're a developer, you're thinking, thank god, thank you, thank, thank you. Yeah. You told me at a point where it was easy as opposed to waiting a week or two and then telling me where it's gonna be really hard to fix it. Yeah. Nothing >>More than, so maybe be talking to Terraform or some other hash corp, you know, environment. I got it. Okay. >>Absolutely. >>We're 30 seconds. We're almost out of time. Sure. But I'd love to get your snapshot. Here we are at the end of calendar 2022. What are you, we know you're optimistic in this threat landscape, which we're gonna see obviously more dynamics next year. What kind of nuggets can you drop about what we might hear and see in 23? >>You're gonna see across everything. We do a lot more focus on the use of AI and machine learning to drive automated outcomes for our customers. And you're gonna see us across everything we do. And that's going to be the big transformation. It'll be a multi-year transformation, but you're gonna see significant progress in the next 12 months. All >>Right, well >>What will be the sign of that progress? If I had to make a prediction, which >>I'm better security with less effort. >>Okay, great. I feel like that's, we can measure that. I >>Feel, I feel like that's a mic drop moment. Lee, it's been great having you on the program. Thank you for walking us through such great detail. What's going on in the organization, what you're doing for customers, where you're meeting, how you're meeting the developers, where they are. We'll have to have you back. There's just, just too much to unpack. Thank you both so much. Actually, our pleasure for Lee Cler and Dave Valante. I'm Lisa Martin. You're watching The Cube Live from Palo Alto Networks Ignite 22, the Cube, the leader in live, emerging and enterprise tech coverage.

Published Date : Dec 14 2022

SUMMARY :

The cube presents Ignite 22, brought to you by Palo Alto It's the cube at Palo Alto Networks get the sales right, and everything else will take care of itself. Great to have But we understand, despite that you are optimistic. And I just happen to think a little bit Cuz that's the, that's the holy grail these days. And so the, the way that we approach this is, you know, I, I kind of think in terms of like threes three core delivering cybersecurity everywhere that it needs to happen. So I was like, yeah, you know, And so pretty soon what you have is you're, the way that we approach this is, is three fundamental areas that, So everything to do with network security is integrated in that one place. Into Prisma cloud into the second cloud to two. look like for the average organization that's running 30 to 50 point And the reason I flip that around is if I just went to you and say, Hey, would you like to consolidate? kind of part A and B, how, assuming that's the case, how does that integration, the problems where all of a sudden, so, so you mentioned SD wan. And so that's the difference. and it gives you an X and an O. And it says, okay, put the X on things that you spend your And there's a, there's a second challenge that, that I've observed and that we And actually starting to build that into the products themselves so that they start This is like, you know, all day long I'm meeting with customers and, and I share what we're doing. And then if it is allowed to make sure that it's secure, Which that is the definition of an NextGen firewall, by the way, exactly what I just said. my question to you is, is, is, is Palo Alto essentially building a And, and by the way, in one day you might actually work from all of those places. with some new amazing innovation that is able to detect and block, you know, forgive me super PAs, that a allows the developers to have a common experience And so if you think Well, but anyway, I didn't mean to No, it's a, it is a good, it's a, it's, it's a great point. And, and the way we do that is by actually More than, so maybe be talking to Terraform or some other hash corp, you know, environment. But I'd love to get your snapshot. And that's going to be the big transformation. I feel like that's, we can measure that. We'll have to have you back.

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Seamus Jones & Milind Damle


 

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

Published Date : Dec 9 2022

SUMMARY :

I'm Dave Nicholson and I'm joining you here in our Palo Alto Studios. Shamus, what, give us a thumbnail sketch of what you do at Dell. and ensures that we can look at, you know, the performance metrics, benchmarks, and Dell, the combined leverage that AMD four generation processes and Shamus, talk about that relationship a little bit more. So, you know, ever since AM MD reentered the server space, We are delighted, you know, it's hard to find stronger partners That means that customers can get the most out you wanna, you wanna hit that first or you guys are integrated? So we, I'll tell you what, and make the most efficient use case by having things like telemetry within the platform It's kind of a potluck, you know, we, But on the lower end you have database applications or some But PPP c Xci is not just the only thing we are focusing on. Yeah, the two of you are at the tip of the spear from a performance perspective. the fact that balanced memory configs can give you marked performance improvements, but any generation in the past, there's a natural tendency to zero in on the top bin and say, the two of you what your thoughts are from a, from a general AI and ML perspective. Yeah, I can go first. So the couple of examples, Dave, that you mentioned are, I, I guess it's a blend of novelty have that high performance, you know, inferencing training models. So the technology that's been developed in the data center around all And it makes me feel old. so you guys are already way ahead of the curve, you know, with, with, with that on that note, So the fact that you can get 220% uplift gen you know, large percentile improvements across the mid bins as well, Thanks for that Shamus, sadly, gentlemen, our time has

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Subbu Iyer, Aerospike | AWS re:Invent 2022


 

>>Hey everyone, welcome to the Cube's coverage of AWS Reinvent 2022. Lisa Martin here with you with Subaru ier, one of our alumni who's now the CEO of Aerospike. Sabu. Great to have you on the program. Thank you for joining us. >>Great as always, to be on the cube. Luisa, good to meet you. >>So, you know, every company these days has got to be a data company, whether it's a retailer, a manufacturer, a grocer, a automotive company. But for a lot of companies, data is underutilized, yet a huge asset that is value added. Why do you think companies are struggling so much to make data a value added asset? >>Well, you know, we, we see this across the board when I talk to customers and prospects. There's a desire from the business and from it actually to leverage data to really fuel newer applications, newer services, newer business lines, if you will, for companies. I think the struggle is one, I think one the, you know, the plethora of data that is created, you know, surveys say that over the next three years data is gonna be, you know, by 2025, around 175 zetabytes, right? A hundred and zetabytes of data is gonna be created. And that's really a, a, a growth of north of 30% year over year. But the more important, and the interesting thing is the real time component of that data is actually growing at, you know, 35% cagr. And what enterprises desire is decisions that are made in real time or near real time. >>And a lot of the challenges that do exist today is that either the infrastructure that enterprises have in place was never built to actually manipulate data in real time. The second is really the ability to actually put something in place which can handle spikes yet be cost efficient if you'll, so you can build for really peak loads, but then it's very expensive to operate that particular service at normal loads. So how do you build something which actually works for you, for both you, both users, so to speak? And the last point that we see out there is even if you're able to, you know, bring all that data, you don't have the processing capability to run through that data. So as a result, most enterprises struggle with one, capturing the data, you know, making decisions from it in real time and really operating it at the cost point that they need to operate it at. >>You know, you bring up a great point with respect to real time data access. And I think one of the things that we've learned the last couple of years is that access to real time data, it's not a nice to have anymore. It's business critical for organizations in any industry. Talk about that as one of the challenges that organizations are facing. >>Yeah. When, when, when we started Aerospike, right when the company started, it started with the premise that data is gonna grow, number one, exponentially. Two, when applications open up to the internet, there's gonna be a flood of users and demands on those applications. And that was true primarily when we started the company in the ad tech vertical. So ad tech was the first vertical where there was a lot of data both on the supply side and the demand side from an inventory of ads that were available. And on the other hand, they had like microseconds or milliseconds in which they could make a decision on which ad to put in front of you and I so that we would click or engage with that particular ad. But over the last three to five years, what we've seen is as digitization has actually permeated every industry out there, the need to harness data in real time is pretty much present in every industry. >>Whether that's retail, whether that's financial services, telecommunications, e-commerce, gaming and entertainment. Every industry has a desire. One, the innovative companies, the small companies rather, are innovating at a pace and standing up new businesses to compete with the larger companies in each of these verticals. And the larger companies don't wanna be left behind. So they're standing up their own competing services or getting into new lines of business that really harness and are driven by real time data. So this compelling pressures, one, the customer exp you know, customer experience is paramount and we as customers expect answers in, you know, an instant in real time. And on the other hand, the way they make decisions is based on a large data set because you know, larger data sets actually propel better decisions. So there's competing pressures here, which essentially drive the need. One from a business perspective, two from a customer perspective to harness all of this data in real time. So that's what's driving an inces need to actually make decisions in real or near real time. >>You know, I think one of the things that's been in short supply over the last couple of years is patients we do expect as consumers, whether we're in our business lives, our personal lives that we're going to be getting, be given information and data that's relevant, it's personal to help us make those real time decisions. So having access to real time data is really business critical for organizations across any industries. Talk about some of the main capabilities that modern data applications and data platforms need to have. What are some of the key capabilities of a modern data platform that need to be delivered to meet demanding customer expectations? >>So, you know, going back to your initial question Lisa, around why is data really a high value but underutilized or underleveraged asset? One of the reasons we see is a lot of the data platforms that, you know, some of these applications were built on have been then around for a decade plus and they were never built for the needs of today, which is really driving a lot of data and driving insight in real time from a lot of data. So there are four major capabilities that we see that are essential ingredients of any modern data platform. One is really the ability to, you know, operate at unlimited scale. So what we mean by that is really the ability to scale from gigabytes to even petabytes without any degradation in performance or latency or throughput. The second is really, you know, predictable performance. So can you actually deliver predictable performance as your data size grows or your throughput grows or your concurrent user on that application of service grows? >>It's really easy to build an application that operates at low scale or low throughput or low concurrency, but performance usually starts degrading as you start scaling one of these attributes. The third thing is the ability to operate and always on globally resilient application. And that requires a, a really robust data platform that can be up on a five, nine basis globally, can support global distribution because a lot of these applications have global users. And the last point is, goes back to my first answer, which is, can you operate all of this at a cost point? Which is not prohibitive, but it makes sense from a TCO perspective. Cuz a lot of times what we see is people make choices of data platforms and as ironically their service or applications become more successful and more users join their journey, the revenue starts going up, the user base starts going up, but the cost basis starts crossing over the revenue and they're losing money on the service, ironically, as the service becomes more popular. So really unlimited scale, predictable performance always on, on a globally resilient basis and low tco. These are the four essential capabilities of any modern data platform. >>So then talk to me with those as the four main core functionalities of a modern data platform. How does aerospace deliver that? >>So we were built, as I said, from the from day one to operate at unlimited scale and deliver predictable performance. And then over the years as we work with customers, we build this incredible high availability capability which helps us deliver the always on, you know, operations. So we have customers who are, who have been on the platform 10 years with no downtime for example, right? So we are talking about an amazing continuum of high availability that we provide for customers who operate these, you know, globally resilient services. The key to our innovation here is what we call the hybrid memory architecture. So, you know, going a little bit technically deep here, essentially what we built out in our architecture is the ability on each node or each server to treat a bank of SSDs or solid state devices as essentially extended memory. So you're getting memory performance, but you're accessing these SSDs, you're not paying memory prices, but you're getting memory performance as a result of that. >>You can attach a lot more data to each node or each server in your distributed cluster. And when you kind of scale that across basically a distributed cluster you can do with aerospike, the same things at 60 to 80% lower server count and as a result 60 to 80% lower TCO compared to some of the other options that are available in the market. Then basically, as I said, that's the key kind of starting point to the innovation. We layer around capabilities like, you know, replication change, data notification, you know, synchronous and asynchronous replication. The ability to actually stretch a single cluster across multiple regions. So for example, if you're operating a global service, you can have a single aerospace cluster with one node in San Francisco, one northern New York, another one in London. And this would be basically seamlessly operating. So that, you know, this is strongly consistent. >>Very few no SQL data platforms are strongly consistent or if they are strongly consistent, they will actually suffer performance degradation. And what strongly consistent means is, you know, all your data is always available, it's guaranteed to be available, there is no data lost anytime. So in this configuration that I talked about, if the node in London goes down, your application still continues to operate, right? Your users see no kind of downtime and you know, when London comes up, it rejoins the cluster and everything is back to kind of the way it was before, you know, London left the cluster so to speak. So the op, the ability to do this globally resilient, highly available kind of model is really, really powerful. A lot of our customers actually use that kind of a scenario and we offer other deployment scenarios from a higher availability perspective. So everything starts with HMA or hybrid memory architecture and then we start building out a lot of these other capabilities around the platform. >>And then over the years, what our customers have guided us to do is as they're putting together a modern kind of data infrastructure, we don't live in a silo. So aerospace gets deployed with other technologies like streaming technologies or analytics technologies. So we built connectors into Kafka, pulsar, so that as you're ingesting data from a variety of data sources, you can ingest them at very high ingest speeds and store them persistently into Aerospike. Once the data is in Aerospike, you can actually run spark jobs across that data in a, in a multithreaded parallel fashion to get really insight from that data at really high, high throughput and high speed, >>High throughput, high speed, incredibly important, especially as today's landscape is increasingly distributed. Data centers, multiple public clouds, edge IOT devices, the workforce embracing more and more hybrid these days. How are you ex helping customers to extract more value from data while also lowering costs? Go into some customer examples cause I know you have some great ones. >>Yeah, you know, I think we have, we have built an amazing set of customers and customers actually use us for some really mission critical applications. So, you know, before I get into specific customer examples, let me talk to you about some of kind of the use cases which we see out there. We see a lot of aerospace being used in fraud detection. We see us being used in recommendations and since we use get used in customer data profiles or customer profiles, customer 360 stores, you know, multiplayer gaming and entertainment, these are kind of the repeated use case digital payments. We power most of the digital payment systems across the globe. Specific example from a, from a specific example perspective, the first one I would love to talk about is PayPal. So if you use PayPal today, then you know when you actually paying somebody your transaction is, you know, being sent through aero spike to really decide whether this is a fraudulent transaction or not. >>And when you do that, you know, you and I as a customer not gonna wait around for 10 seconds for PayPal to say yay or me, we expect, you know, the decision to be made in an instant. So we are powering that fraud detection engine at PayPal for every transaction that goes through PayPal before us, you know, PayPal was missing out on about 2% of their SLAs, which was essentially millions of dollars, which they were losing because, you know, they were letting transactions go through and taking the risk that it, it's not a fraudulent transaction with the aerospace. They can now actually get a much better sla and the data set on which they compute the fraud score has gone up by, you know, several factors. So by 30 x if you will. So not only has the data size that is powering the fraud engine actually grown up 30 x with Aerospike. Yeah. But they're actually making decisions in an instant for, you know, 99.95% of their transactions. So that's, >>And that's what we expect as consumers, right? We want to know that there's fraud detection on the swipe regardless of who we're interacting with. >>Yes. And so that's a, that's a really powerful use case and you know, it's, it's a great customer, great customer success story. The other one I would talk about is really Wayfair, right? From retail and you know, from e-commerce. So everybody knows Wayfair global leader in really, you know, online home furnishings and they use us to power their recommendations engine and you know, it's basically if you're purchasing this, people who bought this but also bought these five other things, so on and so forth, they have actually seen the card size at checkout go by up to 30% as a result of actually powering their recommendations in G by through Aerospike. And they, they were able to do this by reducing the server count by nine x. So on one ninth of the servers that were there before aerospace, they're now powering their recommendation engine and seeing card size checkout go up by 30%. Really, really powerful in terms of the business outcome and what we are able to, you know, drive at Wayfair >>Hugely powerful as a business outcome. And that's also what the consumer wants. The consumer is expecting these days to have a very personalized, relevant experience that's gonna show me if I bought this, show me something else that's related to that. We have this expectation that needs to be really fueled by technology. >>Exactly. And you know, another great example you asked about, you know, customer stories, Adobe, who doesn't know Adobe, you know, they, they're on a, they're on a mission to deliver the best customer experience that they can and they're talking about, you know, great customer 360 experience at scale and they're modernizing their entire edge compute infrastructure to support this. With Aerospike going to Aerospike, basically what they have seen is their throughput go up by 70%, their cost has been reduced by three x. So essentially doing it at one third of the cost while their annual data growth continues at, you know, about north of 30%. So not only is their data growing, they're able to actually reduce their cost to actually deliver this great customer experience by one third to one third and continue to deliver great customer 360 experience at scale. Really, really powerful example of how you deliver Customer 360 in a world which is dynamic and you know, on a dataset which is constantly growing at north, north of 30% in this case. >>Those are three great examples, PayPal, Wayfair, Adobe talking about, especially with Wayfair when you talk about increasing their cart checkout sizes, but also with Adobe increasing throughput by over 70%. I'm looking at my notes here. While data is growing at 32%, that's something that every organization has to contend with data growth is continuing to scale and scale and scale. >>Yep. I, I'll give you a fun one here. So, you know, you may not have heard about this company, it's called Dream 11 and it's a company based out of India, but it's a very, you know, it's a fun story because it's the world's largest fantasy sports platform and you know, India is a nation which is cricket crazy. So you know, when, when they have their premier league going on, you know, there's millions of users logged onto the dream alone platform building their fantasy lead teams and you know, playing on that particular platform, it has a hundred million users, a hundred million plus users on the platform, 5.5 million concurrent users and they have been growing at 30%. So they are considered a, an amazing success story in, in terms of what they have accomplished and the way they have architected their platform to operate at scale. And all of that is really powered by aerospace where think about that they are able to deliver all of this and support a hundred million users, 5.5 million concurrent users all with you know, 99 plus percent of their transactions completing in less than one millisecond. Just incredible success story. Not a brand that is you know, world renowned but at least you know from a what we see out there, it's an amazing success story of operating at scale. >>Amazing success story, huge business outcomes. Last question for you as we're almost out of time is talk a little bit about Aerospike aws, the partnership GRAVITON two better together. What are you guys doing together there? >>Great partnership. AWS has multiple layers in terms of partnerships. So you know, we engage with AWS at the executive level. They plan out, really roll out of new instances in partnership with us, making sure that, you know, those instance types work well for us. And then we just released support for Aerospike on the graviton platform and we just announced a benchmark of Aerospike running on graviton on aws. And what we see out there is with the benchmark, a 1.6 x improvement in price performance and you know, about 18% increase in throughput while maintaining a 27% reduction in cost, you know, on graviton. So this is an amazing story from a price performance perspective, performance per wat for greater energy efficiencies, which basically a lot of our customers are starting to kind of talk to us about leveraging this to further meet their sustainability target. So great story from Aero Aerospike and aws, not just from a partnership perspective on a technology and an executive level, but also in terms of what joint outcomes we are able to deliver for our customers. >>And it sounds like a great sustainability story. I wish we had more time so we would talk about this, but thank you so much for talking about the main capabilities of a modern data platform, what's needed, why, and how you guys are delivering that. We appreciate your insights and appreciate your time. >>Thank you very much. I mean, if, if folks are at reinvent next week or this week, come on and see us at our booth. We are in the data analytics pavilion. You can find us pretty easily. Would love to talk to you. >>Perfect. We'll send them there. So Ira, thank you so much for joining me on the program today. We appreciate your insights. >>Thank you Lisa. >>I'm Lisa Martin. You're watching The Cubes coverage of AWS Reinvent 2022. Thanks for watching.

Published Date : Dec 7 2022

SUMMARY :

Great to have you on the program. Great as always, to be on the cube. So, you know, every company these days has got to be a data company, the, you know, the plethora of data that is created, you know, surveys say that over the next three years you know, making decisions from it in real time and really operating it You know, you bring up a great point with respect to real time data access. on which ad to put in front of you and I so that we would click or engage with that particular the way they make decisions is based on a large data set because you know, larger data sets actually capabilities of a modern data platform that need to be delivered to meet demanding lot of the data platforms that, you know, some of these applications were built on have goes back to my first answer, which is, can you operate all of this at a cost So then talk to me with those as the four main core functionalities of deliver the always on, you know, operations. So that, you know, this is strongly consistent. the way it was before, you know, London left the cluster so to speak. Once the data is in Aerospike, you can actually run you ex helping customers to extract more value from data while also lowering So, you know, before I get into specific customer examples, let me talk to you about some 10 seconds for PayPal to say yay or me, we expect, you know, the decision to be made in an And that's what we expect as consumers, right? really powerful in terms of the business outcome and what we are able to, you know, We have this expectation that needs to be really fueled by technology. And you know, another great example you asked about, you know, especially with Wayfair when you talk about increasing their cart onto the dream alone platform building their fantasy lead teams and you know, What are you guys doing together there? So you know, we engage with AWS at the executive level. but thank you so much for talking about the main capabilities of a modern data platform, Thank you very much. So Ira, thank you so much for joining me on the program today. Thanks for watching.

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Holger Mueller, Constellation Research | AWS re:Invent 2022


 

(upbeat music) >> Hey, everyone, welcome back to Las Vegas, "theCube" is on our fourth day of covering AWS re:Invent, live from the Venetian Expo Center. This week has been amazing. We've created a ton of content, as you know, 'cause you've been watching. But, there's been north of 55,000 people here, hundreds of thousands online. We've had amazing conversations across the AWS ecosystem. Lisa Martin, Paul Gillan. Paul, what's your, kind of, take on day four of the conference? It's still highly packed. >> Oh, there's lots of people here. (laughs) >> Yep. Unusual for the final day of a conference. I think Werner Vogels, if I'm pronouncing it right kicked things off today when he talked about asymmetry and how the world is, you know, asymmetric. We build symmetric software, because it's convenient to do so, but asymmetric software actually scales and evolves much better. And I think that that was a conversation starter for a lot of what people are talking about here today, which is how the cloud changes the way we think about building software. >> Absolutely does. >> Our next guest, Holger Mueller, that's one of his key areas of focus. And Holger, welcome, thanks for joining us on the "theCube". >> Thanks for having me. >> What did you take away from the keynote this morning? >> Well, how do you feel on the final day of the marathon, right? We're like 23, 24 miles. Hit the ball yesterday, right? >> We are going strong Holger. And, of course, >> Yeah. >> you guys, we can either talk about business transformation with cloud or the World Cup. >> Or we can do both. >> The World Cup, hands down. World Cup. (Lisa laughs) Germany's out, I'm unbiased now. They just got eliminated. >> Spain is out now. >> What will the U.S. do against Netherlands tomorrow? >> They're going to win. What's your forecast? U.S. will win? >> They're going to win 2 to 1. >> What do you say, 2:1? >> I'm optimistic, but realistic. >> 3? >> I think Netherlands. >> Netherlands will win? >> 2 to nothing. >> Okay, I'll vote for the U.S.. >> Okay, okay >> 3:1 for the U.S.. >> Be optimistic. >> Root for the U.S.. >> Okay, I like that. >> Hope for the best wherever you work. >> Tomorrow you'll see how much soccer experts we are. >> If your prediction was right. (laughs) >> (laughs) Ja, ja. Or yours was right, right, so. Cool, no, but the event, I think the event is great to have 50,000 people. Biggest event of the year again, right? Not yet the 70,000 we had in 2019. But it's great to have the energy. I've never seen the show floor going all the way down like this, right? >> I haven't either. >> I've never seen that. I think it's a record. Often vendors get the space here and they have the keynote area, and the entertainment area, >> Yeah. >> and the food area, and then there's an exposition, right? This is packed. >> It's packed. >> Maybe it'll pay off. >> You don't see the big empty booths that you often see. >> Oh no. >> Exactly, exactly. You know, the white spaces and so on. >> No. >> Right. >> Which is a good thing. >> There's lots of energy, which is great. And today's, of course, the developer day, like you said before, right now Vogels' a rockstar in the developer community, right. Revered visionary on what has been built, right? And he's becoming a little professorial is my feeling, right. He had these moments before too, when it was justifying how AWS moved off the Oracle database about the importance of data warehouses and structures and why DynamoDB is better and so on. But, he had a large part of this too, and this coming right across the keynotes, right? Adam Selipsky talking about Antarctica, right? Scott against almonds and what went wrong. He didn't tell us, by the way, which often the tech winners forget. Scott banked on technology. He had motorized sleds, which failed after three miles. So, that's not the story to tell the technology. Let everything down. Everybody went back to ponies and horses and dogs. >> Maybe goes back to these asynchronous behavior. >> Yeah. >> The way of nature. >> And, yesterday, Swami talking about the bridges, right? The root bridges, right? >> Right. >> So, how could Werner pick up with his video at the beginning. >> Yeah. >> And then talk about space and other things? So I think it's important to educate about event-based architecture, right? And we see this massive transformation. Modern software has to be event based, right? Because, that's how things work and we didn't think like this before. I see this massive transformation in my other research area in other platforms about the HR space, where payrolls are being rebuilt completely. And payroll used to be one of the three peaks of ERP, right? You would size your ERP machine before the cloud to financial close, to run the payroll, and to do an MRP manufacturing run if you're manufacturing. God forbid you run those three at the same time. Your machine wouldn't be able to do that, right? So it was like start the engine, start the boosters, we are running payroll. And now the modern payroll designs like you see from ADP or from Ceridian, they're taking every payroll relevant event. You check in time wise, right? You go overtime, you take a day of vacation and right away they trigger and run the payroll, so it's up to date for you, up to date for you, which, in this economy, is super important, because we have more gig workers, we have more contractors, we have employees who are leaving suddenly, right? The great resignation, which is happening. So, from that perspective, it's the modern way of building software. So it's great to see Werner showing that. The dirty little secrets though is that is more efficient software for the cloud platform vendor too. Takes less resources, gets less committed things, so it's a much more scalable architecture. You can move the events, you can work asynchronously much better. And the biggest showcase, right? What's the biggest transactional showcase for an eventually consistent asynchronous transactional application? I know it's a mouthful, but we at Amazon, AWS, Amazon, right? You buy something on Amazon they tell you it's going to come tomorrow. >> Yep. >> They don't know it's going to come tomorrow by that time, because it's not transactionally consistent, right? We're just making every ERP vendor, who lives in transactional work, having nightmares of course, (Lisa laughs) but for them it's like, yes we have the delivery to promise, a promise to do that, right? But they come back to you and say, "Sorry, we couldn't make it, delivery didn't work and so on. It's going to be a new date. We are out of the product.", right? So these kind of event base asynchronous things are more and more what's going to scale around the world. It's going to be efficient for everybody, it's going to be better customer experience, better employee experience, ultimately better user experience, it's going to be better for the enterprise to build, but we have to learn to build it. So big announcement was to build our environment to build better eventful applications from today. >> Talk about... This is the first re:Invent... Well, actually, I'm sorry, it's the second re:Invent under Adam Selipsky. >> Right. Adam Selipsky, yep. >> But his first year. >> Right >> We're hearing a lot of momentum. What's your takeaway with what he delivered with the direction Amazon is going, their vision? >> Ja, I think compared to the Jassy times, right, we didn't see the hockey stick slide, right? With a number of innovations and releases. That was done in 2019 too, right? So I think it's a more pedestrian pace, which, ultimately, is good for everybody, because it means that when software vendors go slower, they do less width, but more depth. >> Yeah. >> And depth is what customers need. So Amazon's building more on the depth side, which is good news. I also think, and that's not official, right, but Adam Selipsky came from Tableau, right? >> Yeah. So he is a BI analytics guy. So it's no surprise we have three data lake offerings, right? Security data lake, we have a healthcare data lake and we have a supply chain data lake, right? Where all, again, the epigonos mentioned them I was like, "Oh, my god, Amazon's coming to supply chain.", but it's actually data lakes, which is an interesting part. But, I think it's not a surprise that someone who comes heavily out of the analytics BI world, it's off ringside, if I was pitching internally to him maybe I'd do something which he's is familiar with and I think that's what we see in the major announcement of his keynote on Tuesday. >> I mean, speaking of analytics, one of the big announcements early on was Amazon is trying to bridge the gap between Aurora. >> Yep. >> And Redshift. >> Right. >> And setting up for continuous pipelines, continuous integration. >> Right. >> Seems to be a trend that is common to all database players. I mean, Oracle is doing the same thing. SAP is doing the same thing. MariaDB. Do you see the distinction between transactional and analytical databases going away? >> It's coming together, right? Certainly coming together, from that perspective, but there's a fundamental different starting point, right? And with the big idea part, right? The universal database, which does everything for you in one system, whereas the suite of specialized databases, right? Oracle is in the classic Oracle database in the universal database camp. On the other side you have Amazon, which built a database. This is one of the first few Amazon re:Invents. It's my 10th where there was no new database announced. Right? >> No. >> So it was always add another one specially- >> I think they have enough. >> It's a great approach. They have enough, right? So it's a great approach to build something quick, which Amazon is all about. It's not so great when customers want to leverage things. And, ultimately, which I think with Selipsky, AWS is waking up to the enterprise saying, "I have all this different database and what is in them matters to me." >> Yeah. >> "So how can I get this better?" So no surprise between the two most popular database, Aurora and RDS. They're bring together the data with some out of the box parts. I think it's kind of, like, silly when Swami's saying, "Hey, no ETL.". (chuckles) Right? >> Yeah. >> There shouldn't be an ETL from the same vendor, right? There should be data pipes from that perspective anyway. So it looks like, on the overall value proposition database side, AWS is moving closer to the universal database on the Oracle side, right? Because, if you lift, of course, the universal database, under the hood, you see, well, there's different database there, different part there, you do something there, you have to configure stuff, which is also the case but it's one part of it, right, so. >> With that shift, talk about the value that's going to be in it for customers regardless of industry. >> Well, the value for customers is great, because when software vendors, or platform vendors, go in depth, you get more functionality, you get more maturity you get easier ways of setting up the whole things. You get ways of maintaining things. And you, ultimately, get lower TCO to build them, which is super important for enterprise. Because, here, this is the developer cloud, right? Developers love AWS. Developers are scarce, expensive. Might not be want to work for you, right? So developer velocity getting more done with same amount of developers, getting less done, less developers getting more done, is super crucial, super important. So this is all good news for enterprise banking on AWS and then providing them more efficiency, more automation, out of the box. >> Some of your customer conversations this week, talk to us about some of the feedback. What's the common denominator amongst customers right now? >> Customers are excited. First of all, like, first event, again in person, large, right? >> Yeah. >> People can travel, people meet each other, meet in person. They have a good handle around the complexity, which used to be a huge challenge in the past, because people say, "Do I do this?" I know so many CXOs saying, "Yeah, I want to build, say, something in IoT with AWS. The first reference built it like this, the next reference built it completely different. The third one built it completely different again. So now I'm doubting if my team has the skills to build things successfully, because will they be smart enough, like your teams, because there's no repetitiveness and that repetitiveness is going to be very important for AWS to come up with some higher packaging and version numbers.", right? But customers like that message. They like that things are working better together. They're not missing the big announcement, right? One of the traditional things of AWS would be, and they made it even proud, as a system, Jassy was saying, "If we look at the IT spend and we see something which is, like, high margin for us and not served well and we announced something there, right?" So Quick Start, Workspaces, where all liaisons where AWS went after traditional IT spend and had an offering. We haven't had this in 2019, we don't have them in 2020. Last year and didn't have it now. So something is changing on the AWS side. It's a little bit too early to figure out what, but they're not chewing off as many big things as they used in the past. >> Right. >> Yep. >> Did you get the sense that... Keith Townsend, from "The CTO Advisor", was on earlier. >> Yep. >> And he said he's been to many re:Invents, as you have, and he said that he got the sense that this is Amazon's chance to do a victory lap, as he called it. That this is a way for Amazon to reinforce the leadership cloud. >> Ja. >> And really, kind of, establish that nobody can come close to them, nobody can compete with them. >> You don't think that- >> I don't think that's at all... I mean, love Keith, he's a great guy, but I don't think that's the mindset at all, right? So, I mean, Jassy was always saying, "It's still the morning of the day in the cloud.", right? They're far away from being done. They're obsessed over being right. They do more work with the analysts. We think we got something right. And I like the passion, from that perspective. So I think Amazon's far from being complacent and the area, which is the biggest bit, right, the biggest. The only thing where Amazon truly has floundered, always floundered, is the AI space, right? So, 2018, Werner Vogels was doing more technical stuff that "Oh, this is all about linear regression.", right? And Amazon didn't start to put algorithms on silicon, right? And they have a three four trail and they didn't announce anything new here, behind Google who's been doing this for much, much longer than TPU platform, so. >> But they have now. >> They're keen aware. >> Yep. >> They now have three, or they own two of their own hardware platforms for AI. >> Right. >> They support the Intel platform. They seem to be catching up in that area. >> It's very hard to catch up on hardware, right? Because, there's release cycles, right? And just the volume that, just talking about the largest models that we have right now, to do with the language models, and Google is just doing a side note of saying, "Oh, we supported 50 less or 30 less, not little spoken languages, which I've never even heard of, because they're under banked and under supported and here's the language model, right? And I think it's all about little bit the organizational DNA of a company. I'm a strong believer in that. And, you have to remember AWS comes from the retail side, right? >> Yeah. >> Their roll out of data centers follows their retail strategy. Open secret, right? But, the same thing as the scale of the AI is very very different than if you take a look over at Google where it makes sense of the internet, right? The scale right away >> Right. >> is a solution, which is a good solution for some of the DNA of AWS. Also, Microsoft Azure is good. There has no chance to even get off the ship of that at Google, right? And these leaders with Google and it's not getting smaller, right? We didn't hear anything. I mean so much focused on data. Why do they focus so much on data? Because, data is the first step for AI. If AWS was doing a victory lap, data would've been done. They would own data, right? They would have a competitor to BigQuery Omni from the Google side to get data from the different clouds. There's crickets on that topic, right? So I think they know that they're catching up on the AI side, but it's really, really hard. It's not like in software where you can't acquire someone they could acquire in video. >> Not at Core Donovan. >> Might play a game, but that's not a good idea, right? So you can't, there's no shortcuts on the hardware side. As much as I'm a software guy and love software and don't like hardware, it's always a pain, right? There's no shortcuts there and there's nothing, which I think, has a new Artanium instance, of course, certainly, but they're not catching up. The distance is the same, yep. >> One of the things is funny, one of our guests, I think it was Tuesday, it was, it was right after Adam's keynote. >> Sure. >> Said that Adam Selipsky stood up on stage and talked about data for 52 minutes. >> Yeah. Right. >> It was timed, 52 minutes. >> Right. >> Huge emphasis on that. One of the things that Adam said to John Furrier when they were able to sit down >> Yeah >> a week or so ago at an event preview, was that CIOs and CEOs are not coming to Adam to talk about technology. They want to talk about transformation. They want to talk about business transformation. >> Sure, yes, yes. >> Talk to me in our last couple of minutes about what CEOs and CIOs are coming to you saying, "Holger, help us figure this out. We have to transform the business." >> Right. So we advise, I'm going quote our friends at Gartner, once the type A company. So we'll use technology aggressively, right? So take everything in the audience with a grain of salt, followers are the laggards, and so on. So for them, it's really the cusp of doing AI, right? Getting that data together. It has to be in the cloud. We live in the air of infinite computing. The cloud makes computing infinite, both from a storage, from a compute perspective, from an AI perspective, and then define new business models and create new best practices on top of that. Because, in the past, everything was fine out on premise, right? We talked about the (indistinct) size. Now in the cloud, it's just the business model to say, "Do I want to have a little more AI? Do I want a to run a little more? Will it give me the insight in the business?". So, that's the transformation that is happening, really. So, bringing your data together, this live conversation data, but not for bringing the data together. There's often the big win for the business for the first time to see the data. AWS is banking on that. The supply chain product, as an example. So many disparate systems, bring them them together. Big win for the business. But, the win for the business, ultimately, is when you change the paradigm from the user showing up to do something, to software doing stuff for us, right? >> Right. >> We have too much in this operator paradigm. If the user doesn't show up, doesn't find the click, doesn't find where to go, nothing happens. It can't be done in the 21st century, right? Software has to look over your shoulder. >> Good point. >> Understand one for you, autonomous self-driving systems. That's what CXOs, who're future looking, will be talked to come to AWS and all the other cloud vendors. >> Got it, last question for you. We're making a sizzle reel on Instagram. >> Yeah. >> If you had, like, a phrase, like, or a 30 second pitch that would describe re:Invent 2022 in the direction the company's going. What would that elevator pitch say? >> 30 second pitch? >> Yeah. >> All right, just timing. AWS is doing well. It's providing more depth, less breadth. Making things work together. It's catching up in some areas, has some interesting offerings, like the healthcare offering, the security data lake offering, which might change some things in the industry. It's staying the course and it's going strong. >> Ah, beautifully said, Holger. Thank you so much for joining Paul and me. >> Might have been too short. I don't know. (laughs) >> About 10 seconds left over. >> It was perfect, absolutely perfect. >> Thanks for having me. >> Perfect sizzle reel. >> Appreciate it. >> We appreciate your insights, what you're seeing this week, and the direction the company is going. We can't wait to see what happens in the next year. And, yeah. >> Thanks for having me. >> And of course, we've been on so many times. We know we're going to have you back. (laughs) >> Looking forward to it, thank you. >> All right, for Holger Mueller and Paul Gillan, I'm Lisa Martin. You're watching "theCube", the leader in live enterprise and emerging tech coverage. (upbeat music)

Published Date : Dec 1 2022

SUMMARY :

across the AWS ecosystem. of people here. and how the world is, And Holger, welcome, on the final day of the marathon, right? And, of course, or the World Cup. They just got eliminated. What will the U.S. do They're going to win. Hope for the best experts we are. was right. Biggest event of the year again, right? and the entertainment area, and the food area, the big empty booths You know, the white spaces in the developer community, right. Maybe goes back to So, how could Werner pick up and run the payroll, the enterprise to build, This is the first re:Invent... Right. a lot of momentum. compared to the Jassy times, right, more on the depth side, in the major announcement one of the big announcements early on And setting up for I mean, Oracle is doing the same thing. This is one of the first to build something quick, So no surprise between the So it looks like, on the overall talk about the value Well, the value for customers is great, What's the common denominator First of all, like, So something is changing on the AWS side. Did you get the sense that... and he said that he got the sense that can come close to them, And I like the passion, or they own two of their own the Intel platform. and here's the language model, right? But, the same thing as the scale of the AI from the Google side to get The distance is the same, yep. One of the things is funny, Said that Adam Selipsky Yeah. One of the things that are not coming to Adam coming to you saying, for the first time to see the data. It can't be done in the come to AWS and all the We're making a sizzle reel on Instagram. 2022 in the direction It's staying the course Paul and me. I don't know. It was perfect, and the direction the company is going. And of course, we've the leader in live enterprise

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Brad Smith, AMD & Rahul Subramaniam, Aurea CloudFix | AWS re:Invent 2022


 

(calming music) >> Hello and welcome back to fabulous Las Vegas, Nevada. We're here at AWS re:Invent day three of our scintillating coverage here on theCUBE. I'm Savannah Peterson, joined by John Furrier. John Day three energy's high. How you feeling? >> I dunno, it's day two, day three, day four. It feels like day four, but again, we're back. >> Who's counting? >> Three pandemic levels in terms of 50,000 plus people? Hallways are packed. I got pictures. People don't believe it. It's actually happening. Then people are back. So, you know, and then the economy is a big question too and it's still, people are here, they're still building on the cloud and cost is a big thing. This next segment's going to be really important. I'm looking forward to this next segment. >> Yeah, me too. Without further ado let's welcome our guests for this segment. We have Brad from AMD and we have Rahul from you are, well you do a variety of different things. We'll start with CloudFix for this segment, but we could we could talk about your multiple hats all day long. Welcome to the show, gentlemen. How you doing? Brad how does it feel? We love seeing your logo above our stage here. >> Oh look, we love this. And talking about re:Invent last year, the energy this year compared to last year is so much bigger. We love it. We're excited to be here. >> Yeah, that's awesome. Rahul, how are you feeling? >> Excellent, I mean, I think this is my eighth or ninth re:Invent at this point and it's been fabulous. I think the, the crowd, the engagement, it's awesome. >> You wouldn't know there's a looming recession if you look at the activity but yet still the reality is here we had an analyst on yesterday, we were talking about spend more in the cloud, save more. So that you can still use the cloud and there's a lot of right sizing, I call you got to turn the lights off before you go to bed. Kind of be more efficient with your infrastructure as a theme. This re:Invent is a lot more about that now. Before it's about the glory days. Oh yeah, keep building, now with a little bit of pressure. This is the conversation. >> Exactly and I think most companies are looking to figure out how to innovate their way out of this uncertainty that's kind of on everyone's head. And the only way to do it is to be able to be more efficient with whatever your existing spend is, take those savings and then apply them to innovating on new stuff. And that's the way to go about it at this point. >> I think it's such a hot topic, for everyone that we're talking about. I mean, total cost optimization figuring out ways to be more efficient. I know that that's a big part of your mission at CloudFix. So just in case the audience isn't versed, give us the pitch. >> Okay, so a little bit of background on this. So the other hat I wear is CTO of ESW Capital. We have over 150 enterprise software companies within the portfolio. And one of my jobs is also to manage and run about 40 to 45,000 AWS accounts of our own. >> Casual number, just a few, just a couple pocket change, no big deal. >> And like everyone else here in the audience, yeah we had a problem with our costs, just going out of control and as we were looking at a lot of the tools to help us kind of get more efficient one of the biggest issues was that while people give you a lot of recommendations recommendations are way too far from realized savings. And we were running through the challenge of how do you take recommendation and turn them into real savings and multiple different hurdles. The short story being, we had to create CloudFix to actually realize those savings. So we took AWS recommendations around cost, filtered them down to the ones that are completely non-disruptive in nature, implemented those as simple automations that everyone could just run and realize those savings right away. We then took those savings and then started applying them to innovating and doing new interesting things with that money. >> Is there a best practice in your mind that you see merging in this time? People start more focused on it. Is there a method or a purpose kind of best practice of how to approach cost optimization? >> I think one of the things that most people don't realize is that cost optimization is not a one and done thing. It is literally nonstop. Which means that, on one hand AWS is constantly creating new services. There are over a hundred thousand API at this point of time How to use them right, how to use them efficiently You also have a problem of choice. Developers are constantly discovering new services discovering new ways to utilize them. And they are behaving in ways that you had not anticipated before. So you have to stay on top of things all the time. And really the only way to kind of stay on top is to have automation that helps you stay on top of all of these things. So yeah, finding efficiencies, standardizing your practices about how you leverage these AWS services and then automating the governance and hygiene around how you utilize them is really the key >> Brad tell me what this means for AMD and what working with CloudFix and Rahul does for your customers. >> Well, the idea of efficiency and cost optimization is near and dear to our heart. We have the leading. >> It's near and dear to everyone's heart, right now. (group laughs) >> But we are the leaders in x86 price performance and density and power efficiency. So this is something that's actually part of our core culture. We've been doing this a long time and what's interesting is most companies don't understand how much more efficiency they can get out of their applications aside from just the choices they make in cloud. but that's the one thing, the message we're giving to everybody is choice matters very much when it comes to your cloud solutions and just deciding what type of instance types you choose can have a massive impact on your bottom line. And so we are excited to partner with CloudFix, they've got a great model for this and they make it very easier for our customers to help identify those areas. And then AMD can come in as well and then help provide additional insight into those applications what else they can squeeze out of it. So it's a great relationship. >> If I hear you correctly, then there's more choice for the customers, faster selection, so no bad choices means bad performance if they have a workload or an app that needs to run, is that where you you kind of get into the, is that where it is or more? >> Well, I mean from the AMD side right now, one of the things they do very quickly is they identify where the low hanging fruit is. So it's the thing about x86 compatibility, you can shift instance types instantly in most cases without any change to your environment at all. And CloudFix has an automated tool to do that. And that's one thing you can immediately have an impact on your cost without having to do any work at all. And customers love that. >> What's the alternative if this doesn't exist they have to go manually figure it out or it gets them in the face or they see the numbers don't work or what's the, if you don't have the tool to automate what's the customer's experience >> The alternative is that you actually have people look at every single instance of usage of resources and try and figure out how to do this. At cloud scale, that just doesn't make sense. You just can't. >> It's too many different options. >> Correct The reality is that your resources your human resources are literally your most expensive part of your budget. You want to leverage all the amazing people you have to do the amazing work. This is not amazing work. This is mundane. >> So you free up all the people time. >> Correct, you free up wasting their time and resources on doing something that's mundane, simple and should be automated, because that's the only way you scale. >> I think of you is like a little helper in the background helping me save money while I'm not thinking about it. It's like a good financial planner making you money since we're talking about the economy >> Pretty much, the other analogy that I give to all the technologists is this is like garbage collection. Like for most languages when you are coding, you have these new languages that do garbage collection for you. You don't do memory management and stuff where developers back in the day used to do that. Why do that when you can have technology do that in an automated manner for you in an optimal way. So just kind of freeing up your developer's time from doing this stuff that's mundane and it's a standard best practice. One of the things that we leverage AMD for, is they've helped us define the process of seamlessly migrating folks over to AMD based instances without any major disruptions or trying to minimize every aspect of disruption. So all the best practices are kind of borrowed from them, borrowed from AWS in most other cases. And we basically put them in the automation so that you don't ever have to worry about that stuff. >> Well you're getting so much data you have the opportunity to really streamline, I mean I love this, because you can look across industry, across verticals and behavior of what other folks are doing. Learn from that and apply that in the background to all your different customers. >> So how big is the company? How big is the team? >> So we have people in about 130 different countries. So we've completely been remote and global and actually the cloud has been one of the big enablers of that. >> That's awesome, 130 countries. >> And that's the best part of it. I was just telling Brad a short while ago that's allowed us to hire the best talent from across the world and they spend their time building new amazing products and new solutions instead of doing all this other mundane stuff. So we are big believers in automation not only for our world. And once our customers started asking us about or telling us about the same problem that they were having that's when we actually took what we had internally for our own purpose. We packaged it up as CloudFix and launched it last year at re:Invent. >> If the customers aren't thinking about automation then they're going to probably have struggle. They're going to probably struggle. I mean with more data coming in you see the data story here more data's coming in, more automation. And this year Brad price performance, I've heard the word price performance more this year at re:Invent than any other year I've heard it before, but this year, price performance not performance, price performance. So you're starting to hear that dialogue of squeeze, understand the use cases use the right specialized processor instance starting to see that evolve. >> Yeah and and there's so much to it. I mean, AMD right out of the box is any instance is 10% less expensive than the equivalent in the market right now on AWS. They do a great job of maximizing those products. We've got our Zen four core general processor family just released in November and it's going to be a beast. Yeah, we're very excited about it and AWS announced support for it so we're excited to see what they deliver there too. But price performance is so critical and again it's going back to the complexity of these environments. Giving some of these enterprises some help, to help them understand where they can get additional value. It goes well beyond the retail price. There's a lot more money to be shaved off the top just by spending time thinking about those applications. >> Yeah, absolutely. I love that you talked about collaboration we've been talking about community. I want to acknowledge the AWS super fans here, standing behind the stage. Rahul, I know that you are an AWS super fan. Can you tell us about that community and the program? >> Yeah, so I have been involved with AWS and building products with AWS since 2007. So it's kind of 15 years back when literally there were just a handful of API for launching EC2 instances and S3. >> Not the a hundred thousand that you mentioned earlier, my goodness, the scale. >> So I think I feel very privileged and honored that I have been part of that journey and have had to learn or have had the opportunity to learn both from successes and failures. And it's just my way of contributing back to that community. So we are part of the FinOps foundation as well, contributing through that. I run a podcast called AWS Insiders and a livestream called AWS Made Easy. So we are trying to make sure that people out there are able to understand how to leverage AWS in the best possible way. And yeah, we are there to help and hold their hand through it. >> Talk about the community, take a minute to explain to the audience watching the community around this cost optimization area. It's evolving, you mentioned FinOps. There's a whole large community developing, of practitioners and technologists coming together to look at this. What does this all mean? Talk about this community. >> So cost management within organizations is has evolved so drastically that organizations haven't really coped with it. Historically, you've had finance teams basically buy a lot of infrastructure, which is CapEx and the engineering teams had kind of an upper bound on what they would spend and where they would spend. Suddenly with cloud, that's kind of enabled so much innovation all of a sudden, everyone's realized it, five years was spent figuring out whether people should be on the cloud or not. That's no longer a question, right. Everyone needs to be in the cloud and I think that's a no-brainer. The problem there is that suddenly your operating model has moved from CapEx to OpEx. And organizations haven't really figured out how to deal with it. Finance now no longer has the controls to control and manage and forecast costs. Engineering has never had to deal with it in the past and suddenly now they have to figure out how to do all this finance stuff. And procurement finds itself in a very awkward way position because they are no longer doing these negotiations like they were doing in the past where it was okay right up front before you engage, you do these negotiations. Now it's kind of an ongoing thing and it's constantly changing. Like every day is different. >> And you got marketplace >> And you got marketplace. So it's a very complex situation and I think what we are trying to do with the FinOps foundation is try and take a lot of the best practices across organizations that have been doing this at least for the last 10, 15 years. Take all the learnings and failures and turn them into hopefully opinionated approaches that people can take organizations can take to navigate through this faster rather than kind of falter and then decide that oh, this is not for us. >> Yeah. It's a great model, it's a great model. >> I know it's time John, go ahead. >> All right so, we got a little bumper sticker exercise we used to say what's the bumper sticker for the show? We used to say that, now we're modernizing, we're saying if you had to do an Instagram reel right now, short hot take of what's going on at re:Invent this year with AMD or CloudFix or just in general what would be the sizzle reel, that would be on Instagram or TikTok, go. >> Look, I think when you're at re:Invent right now and number one the energy is fantastic. 23 is going to be a building year. We've got a lot of difficult times ahead financially but it's the time, the ones that come out of 23 stronger and more efficient, and cost optimize are going to survive the long run. So now's the time to build. >> Well done, Rahul let's go for it. >> Yeah, so like Brad said, cost and efficiencies at the top of everyone's mind. Stuff that's the low hanging fruit, easy, use automation. Apply your sources to do most of the innovation. Take the easiest part to realizing savings and operate as efficiently as you possibly can. I think that's got to be key. >> I think they nailed it. They both nailed it. Wow, well it was really good. >> I put you on our talent list of >> And alright, so we repeat them. Are you part of our host team? I love this, I absolutely love this Rahul we wish you the best at CloudFix and your 17 other jobs. And I am genuinely impressed. Do you sleep actually? Last question. >> I do, I do. I have an amazing team that really helps me with all of this. So yeah, thanks to them and thank you for having us here. >> It's been fantastic. >> It's our pleasure. And Brad, I'm delighted we get you both now and again on our next segment. Thank you for being here with us. >> Thank you very much. >> And thank you all for tuning in to our live coverage here at AWS re:Invent, in fabulous Sin City with John Furrier, my name's Savannah Peterson. You're watching theCUBE, the leader in high tech coverage. (calm music)

Published Date : Nov 30 2022

SUMMARY :

How you feeling? I dunno, it's day on the cloud and cost is a big thing. Rahul from you are, the energy this year compared to last year Rahul, how are you feeling? the engagement, it's awesome. So that you can still use the cloud and then apply them to So just in case the audience isn't versed, and run about 40 to 45,000 AWS accounts just a couple pocket change, no big deal. at a lot of the tools how to approach cost optimization? is to have automation that helps you and Rahul does for your customers. We have the leading. to everyone's heart, right now. from just the choices they make in cloud. So it's the thing about x86 compatibility, The alternative is that you actually It's too many all the amazing people you have because that's the only way you scale. I think of you is like One of the things that in the background to all and actually the cloud has been one And that's the best part of it. If the customers aren't and it's going to be a beast. and the program? So it's kind of 15 years that you mentioned earlier, or have had the opportunity to learn the community around this and the engineering teams had of the best practices it's a great model. if you had to do an So now's the time to build. Take the easiest part to realizing savings I think they nailed it. Rahul we wish you the best and thank you for having us here. we get you both now And thank you all

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Eric Feagler & Jimmy Nannos & Jeff Grimes, AWS | AWS re:Invent 2022


 

(bright upbeat music) >> Good morning fellow cloud community nerds and welcome back to theCube's live coverage of AWS re:Invent, we're here in fabulous Las Vegas, Nevada. You can tell by my sequence. My name's Savannah Peterson and I'm delighted to be here with theCUBE. Joining me this morning is a packed house. We have three fabulous guests from AWS's global startup program. Immediately to my right is Eric. Eric, welcome to the show. >> Thank you. >> We've also got Jimmy and Jeff. Before we get into the questions, how does it feel? This is kind of a show off moment for you all. Is it exciting to be back on the show floor? >> Always, I mean, you live for this event, right? I mean, we've got 50,000. >> You live for this? >> Yeah, I mean, 50,000 customers. Like we really appreciate the fact that time, money and resources they spend to be here. So, yeah, I love it. >> Savanna: Yeah, fantastic. >> Yeah, everyone in the same place at the same time, energy is just pretty special, so, it's fun. >> It is special. And Jimmy, I know you joined the program during the pandemic. This is probably the largest scale event you've been at with AWS. >> First time at re:Invent. >> Welcome >> (mumbles) Customers, massive. And I love seeing some of the startups that I partner with directly behind me here from theCUBE set as well. >> Yeah, it's fantastic. First time on theCUBE, welcome. >> Jimmy: Thank you. >> We hope to have you back. >> Jimmy: Proud to be here. >> Jimmy, I'm going to keep it on you to get us started. So, just in case someone hasn't heard of the global startup program with AWS. Give us the lay of the land. >> Sure, so flagship program at AWS. We partner with venture backed, product market fit B2B startups that are building on AWS. So, we have three core pillars. We help them co-built, co-market, and co-sell. Really trying to help them accelerate their cloud journey and get new customers build with best practices while helping them grow. >> Savanna: Yeah, Jeff, anything to add there? >> Yeah, I would say we try our best to find the best technology out there that our customers are demanding today. And basically, give them a fast track to the top resources we have to offer to help them grow their business. >> Yeah, and not a casual offering there at AWS. I just want to call out some stats so everyone knows just how many amazing startups and businesses that you touch. We've talked a lot about unicorns here on the show, and one of Adam's quotes from the keynote was, "Of the 1200 global unicorns, 83% run on AWS." So, at what stage are most companies trying to come and partner with you? And Eric we'll go to you for that. >> Yeah, so I run the North American startup team and our mission is to get and support startups as early as inception as possible, right? And so we've got kind of three, think about three legs of stool. We've got our business development team who works really closely with everything from seed, angel investors, incubators, accelerators, top tier VCs. And then we've got a sales team, we've got a BD team. And so really, like we're even looking before customers start even building or billing, we want to find those stealth startups, help them understand kind of product, where they fit within AWS, help them understand kind of how we can support them. And then as they start to build, then we've got a commercial team of solution architects and sales professionals that work with them. So, we actually match that life cycle all the way through. >> That's awesome. So, you are looking at seed, stealth. So, if I'm a founder listening right now, it doesn't matter what stage I'm at. >> No, I mean, really we want to get, and so we have credit programs, we have enablement programs, focus everything from very beginning to hyper scale. And that's kind of how we think about it. >> That's pretty awesome. So Jeff, what are the keys to success for a startup in working with you all? >> Yeah, good question. Highly differentiated technology is absolutely critical, right? There's a lot of startups out there but finding those that have differentiated technology that meets the demands of AWS customers, by far the biggest piece right there. And then it's all about figuring out how to lean into the partnership and really embrace what Jimmy said. How do you do the co build, the co-marketing, co-sell to put the full package together to make sure that your software's going to have the greatest visibility with our customers out there. >> Yeah, I love that. Jimmy, how do you charm them? What do the startups see in working with AWS? (indistinct) >> But that aside, Jeff just alluded to it. It's that better together story and it takes a lot of buy-in from the partner to get started. It is what we say, a partner driven flywheel. And the successful partners that I work with understand that and they're committing the resources to the relationship because we manage thousands and thousands of startups and there's thousands listed on Marketplace. And then within our co-sell ISV Accelerate program, there's hundreds of startups. So startups have to, one, differentiate themselves with their technology, but then two, be able to lean in to do the tactical engagement that myself and my PDM peers help them manage. >> Awesome, yeah. So Eric. >> Yes. >> Let's say I talk to a lot of founders because I do, and how would I pitch an AWS partnership through the global startup program to them? >> Yeah, well, so this... >> Give me my sound back. >> Yeah, yeah, look for us, like it's all about scaling your business, right? And so my team, and we have a partnership. I run the North American startup team, they run the global startup program, okay? So what my job is initially is to help them build up their services and their programs and products. And then as they get to product market fit, and we see synergy with selling with Amazon, the whole idea is to lead them into the go-to market programs, right? And so really for us, that pitch is this, simply put, we're going to help you extend your reach, right? We're going to take what you know about your service and having product market fit understanding your sales cycle, understanding your customer and your value, and then we're going to amplify that voice. >> Sounds good to me, I'm sold. I like that, I mean, I doubt there's too many companies with as much reach as you have. Let's dig in there a little bit. So, how much is the concentration of the portfolio in North America versus globally? I know you've got your fingers all over the place. >> Jimmy: Yeah. >> Go for it, Jeff. >> Jimmy: Well, yeah, you start and I'll... >> On the partnership side, it's pretty balanced between North America and AMEA and APJ, et cetera, but the type of partners is very different, right? So North America, we have a high focus on infrastructure led partners, right? Where that might be a little different in other regions internationally. >> Yeah, so I have North America, I have a peer that has AMEA, a peer that has Latin America and a peer that has APJ. And so, we have the startup team which is global, and we break it up regionally, and then the global startup program, which is partnership around APN, Amazon Partner Network, is also global. So like, we work in concert, they have folks married up to our team in each region. >> Savannah, what I'm hearing is you want do a global startup showcase? >> Yeah. (indistinct) >> We're happy to sponsor. >> Are you reading my mind? We are very aligned, Jimmy. >> I love it, awesome. >> I'm going to ask you a question, since you obviously are in sync with me all ready. You guys see what you mentioned, 50,000 startups in the program? 100, 000, how many? >> Well you're talking about for the global startup program, the ISV side? >> Sure, yeah, let's do both the stats actually. >> So, the global startup program's a lot smaller than that, right? So globally, there might be around 1,000 startups that are in the program. >> Savanna: Very elite little spot. >> Now, a lot bigger world on Eric's side. >> Eric: Yeah, globally over 200,000. >> Savanna: Whoa. >> Yeah, I mean, you think about, so just think about the... >> To keep track, those all in your head? >> Yeah, I can't keep track. North America's quite large. Yeah, no, because look, startups are getting created every day, right? And then there's positive exits and negative exits, right? And so, yeah, I mean, it's impressive. And particularly over the last two years, over the last two years are a little bit crazy, bonkers with the money coming. (mumbles) And yet the creation that's going to happen right now in the market disruption is going to mirror what happened in 2008, 2009. And so, the creation is not going to slow down. >> Savanna: No, hopefully not. >> No. >> No, and our momentum, I mean everyone's doing things faster, more data, it's all that we're talking about, do more and make it easier for everybody in the same central location. Jimmy, of those thousand global startups that you're working with, can you tell us some of the trends? >> Yeah, so I think one of the big things, especially, I cover data analytics startups specifically. So, one moving from batch to real time analytics. So, whether that's IOT, gaming, leader boards, querying data where it sits in an AWS data, like companies need to make operational decisions now and not based off of historic data from a week ago or last night or a month ago. So, that's one. And then I'm going to steal one of John's lines, is data is code. That is becoming that base layer that a lot of startups are building off of and operationalizing. So, I think those are the two big things I'm seeing, but would love... >> Curious to both, Jeff, let's go to you next, I'm curious, yeah. >> Yeah, totally. I think from a broader perspective, the days of completely free money and infinite resources are coming to a close, if not already closed. >> We all work with startups, we can go ahead and just talk about all the well is just a little (indistinct)... >> So, I think it's closed, and so because of that, it's how do you deal with a lot? How do you produce the results on the go to market side with fewer resources, right? And so it's incumbent on our team to figure out how to make it an easier, simpler process to partner with AWS, knowing those constraints are very real now. >> Savanna: Yeah. >> Yeah. >> Yeah, and to build on that. I think mid stage, it's all about cash preservation, right? And it's in that runway... >> Especially right now. >> Yeah, and so part of that is getting into the right infrastructure, when you had a lot of people, suddenly you don't have as many people moving into managed services, making sure that you can scale at a cost efficient way versus at any cost. That's kind of the latter stage. Now what's really been fascinating more at the at the early stages, I call it the rise of the AIML native. And so, where you say three years ago, you saw customers bolting on AI, now they're building AI from the start, right? And that's pervasive across every industry, whether it's in FinTech, life sciences, healthcare, climate tech, you're starting to see it all the way across the board. And then of course the other thing is, yeah, the other one is just the rise of just large language models, right? And just, I think there's the hype and there's the promise, but you know, over time, like the amount of customers big and small, whom are used in large language models is pretty fascinating. >> Yeah, you must have fascinating jobs. I mean, genuinely, it's so cool to get to not only see and have your finger on the pulse of what's coming next, essentially that's what startups are, but also be able to support them and to collaborate with them. And it's clear, the commitment to community and to the customers that you're serving. Last question for each of you, and then we're talking about your DJing. >> Oh yeah, I definitely, I want to see that. >> No, we're going to close with that as a little pitch for everyone watching this show. So, we make sure the crowd's just packed for that. This is your show, as you said, you live for this show, love that. >> Yeah. >> Give us your 30 second hot take, most important soundbites, think of this as your thought leadership shining moment. What's the biggest takeaway from the show? Biggest trend, thing that has you most excited? >> Oh, that's a difficult one. There's a lot going on. >> There is a lot going on. I mean, you can say a couple things. I'll allow you more than 30 seconds if you want. >> No, I mean, look, I just think the, well, what's fascinating to me in having this is my third or fourth re:Invent is just the volume of new announcements that come out. It's impressive, right? I mean it's impressive in terms of number of services, but then the depth of those services and the building on, I think it's just really amazing. I think that the trend you're going to continue to see and there's going to be more keynotes tomorrow, so, I can't let anything out. But just the AI, ML, real excited about that, analytic space, serverless, just continue to see the maturation of that space, particularly for startups. I think that to me is what's really exciting. And just seeing folks come together, start exchanging ideas, and I think the last piece I'll do is a pitch for my own team, like we have like 18 different sessions from the North American startup team. And so, I mean, shout out to our solution architects putting those sessions together, geared towards startups for startups, and so, that's probably what I'm most excited about. >> Casual, that was good, and you pitched it in time. I think that was great. >> There you go. >> All right, Jeff, you just had a little practice time while he was going. Let's (indistinct). >> No, so it's just exciting to see all the partners that we support here, so many of them have booths here and are showcasing their technology. And being able to connect them with customers to show how advanced their capabilities are that they're bringing to the table to supplement and compliment all the new capabilities that AWS is launching. So, to be able to see all of that in the same place at the same time and really hear what they need from a partnership perspective, that's what's special for us. >> Savanna: This is special. All right, Jimmy. >> My thoughts on re:Invent or? >> Not DJ yet. >> Not DJ. Not DJ, but I mean, your first re:Invent. Probably your first time getting to interact with a lot of the people that you chat with face to face. How does it feel? What's your hot take? Your look through the crystal ball, if you want to take it farther out in front. >> I think it's finally getting FaceTime with some of the relationships that I've built purely over Chime and virtual calls over the past two years has been incredible. And then secondly, to the technical enablement piece, I can announce this 'cause it was already announced earlier, is AWS Security Lake, one of my partners, Cribl, was actually a launch partner for that service. So, a little too to the Horn for Global Startup program, one of the coolest things at the tactical level as a PDM is working with them throughout the year and my partner solution architect finding these unique alignment opportunities with native AWS services and then seeing it build all the way through fruition at the finish line, announced at re:Invent, their logo up on screen, like that's, I can sleep well tonight. >> Job well done. >> Yeah. >> Yeah. >> That's pretty cool. >> That is cool. >> So, I've already told you before you even got here that you're a DJ and you happen to be DJing at re:Invent. Where can we all go dance and see you? >> So, shout out to Mission Cloud, who has sponsored Tao, Day Beach Club on Wednesday evening. So yes, I do DJ, I appreciate AWS's flexibility work life balance. So, I'll give that plug right here as well. But no, it's something I picked up during COVID, it's a creative outlet for me. And then again, to be able to do it here is just an incredible opportunity. So, Wednesday night I hope to see all theCUBE and everyone that... >> We will definitely be there, be careful what you wish for. >> What's your stage name? >> Oh, stage name, DJ Hot Hands, so, find me on SoundCloud. >> DJ Hot Hands. >> All right, so check out DJ Hot Hands on SoundCloud. And if folks want to learn more about the Global Startup program, where do they go? >> AWS Global Startup Program. We have a website you can easily connect with. All our startups are listed on AWS Marketplace. >> Most of them are Marketplace, you can go to our website, (mumbles) global startup program and yeah, find us there. >> Fantastic. Well, Jeff, Jimmy, Eric, it was an absolute pleasure starting the day. We got startups for breakfast. I love that. And I can't wait to go dance to you tomorrow night or tonight actually. I'm here for the fist bumps. This is awesome. And you all are great. Hope to have you back on theCUBE again very soon and we'll have to coordinate on that global Startup Showcase. >> Jimmy: All right. >> I think it's happening, 2023, get ready folks. >> Jimmy: Here we go. >> Get ready. All right, well, this was our first session here at AWS re:Invent. We are live from Las Vegas, Nevada. My name is Savannah Peterson, we're theCUBE, the leader in high tech reporting. (bright upbeat music)

Published Date : Nov 29 2022

SUMMARY :

and I'm delighted to be here with theCUBE. Is it exciting to be Always, I mean, you they spend to be here. Yeah, everyone in the And Jimmy, I know you joined the program And I love seeing some of the startups Yeah, it's fantastic. of the global startup program with AWS. So, we have three core pillars. to the top resources we have to offer and businesses that you touch. And then as they start to build, So, you are looking at seed, stealth. and so we have credit programs, to success for a startup that meets the demands of AWS customers, What do the startups from the partner to get started. So Eric. initially is to help them So, how much is the you start and I'll... but the type of partners and a peer that has APJ. Yeah. Are you reading my mind? I'm going to ask you a question, both the stats actually. that are in the program. Yeah, I mean, you think about, And so, the creation is in the same central location. And then I'm going to Jeff, let's go to you are coming to a close, talk about all the well on the go to market side Yeah, and to build on that. Yeah, and so part of that and to collaborate with them. I want to see that. said, you live for this show, What's the biggest takeaway from the show? There's a lot going on. I mean, you can say a couple things. and there's going to be and you pitched it in time. All right, Jeff, you just that they're bringing to the table Savanna: This is special. time getting to interact And then secondly, to the to be DJing at re:Invent. And then again, to be able to do it here be careful what you wish for. so, find me on SoundCloud. about the Global Startup We have a website you you can go to our website, Hope to have you back on I think it's happening, We are live from Las Vegas, Nevada.

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Subbu Iyer


 

>> And it'll be the fastest 15 minutes of your day from there. >> In three- >> We go Lisa. >> Wait. >> Yes >> Wait, wait, wait. I'm sorry I didn't pin the right speed. >> Yap, no, no rush. >> There we go. >> The beauty of not being live. >> I think, in the background. >> Fantastic, you all ready to go there, Lisa? >> Yeah. >> We are speeding around the horn and we are coming to you in five, four, three, two. >> Hey everyone, welcome to theCUBE's coverage of AWS re:Invent 2022. Lisa Martin here with you with Subbu Iyer one of our alumni who's now the CEO of Aerospike. Subbu, great to have you on the program. Thank you for joining us. >> Great as always to be on theCUBE Lisa, good to meet you. >> So, you know, every company these days has got to be a data company, whether it's a retailer, a manufacturer, a grocer, a automotive company. But for a lot of companies, data is underutilized yet a huge asset that is value added. Why do you think companies are struggling so much to make data a value added asset? >> Well, you know, we see this across the board. When I talk to customers and prospects there is a desire from the business and from IT actually to leverage data to really fuel newer applications, newer services newer business lines if you will, for companies. I think the struggle is one, I think one the, the plethora of data that is created. Surveys say that over the next three years data is going to be you know by 2025 around 175 zettabytes, right? A hundred and zettabytes of data is going to be created. And that's really a growth of north of 30% year over year. But the more important and the interesting thing is the real time component of that data is actually growing at, you know 35% CAGR. And what enterprises desire is decisions that are made in real time or near real time. And a lot of the challenges that do exist today is that either the infrastructure that enterprises have in place was never built to actually manipulate data in real time. The second is really the ability to actually put something in place which can handle spikes yet be cost efficient to fuel. So you can build for really peak loads, but then it's very expensive to operate that particular service at normal loads. So how do you build something which actually works for you for both users, so to speak. And the last point that we see out there is even if you're able to, you know bring all that data you don't have the processing capability to run through that data. So as a result, most enterprises struggle with one capturing the data, making decisions from it in real time and really operating it at the cost point that they need to operate it at. >> You know, you bring up a great point with respect to real time data access. And I think one of the things that we've learned the last couple of years is that access to real time data it's not a nice to have anymore. It's business critical for organizations in any industry. Talk about that as one of the challenges that organizations are facing. >> Yeah, when we started Aerospike, right? When the company started, it started with the premise that data is going to grow, number one exponentially. Two, when applications open up to the internet there's going to be a flood of users and demands on those applications. And that was true primarily when we started the company in the ad tech vertical. So ad tech was the first vertical where there was a lot of data both on the supply set and the demand side from an inventory of ads that were available. And on the other hand, they had like microseconds or milliseconds in which they could make a decision on which ad to put in front of you and I so that we would click or engage with that particular ad. But over the last three to five years what we've seen is as digitization has actually permeated every industry out there the need to harness data in real time is pretty much present in every industry. Whether that's retail, whether that's financial services telecommunications, e-commerce, gaming and entertainment. Every industry has a desire. One, the innovative companies, the small companies rather are innovating at a pace and standing up new businesses to compete with the larger companies in each of these verticals. And the larger companies don't want to be left behind. So they're standing up their own competing services or getting into new lines of business that really harness and are driven by real time data. So this compelling pressures, one, you know customer experience is paramount and we as customers expect answers in you know an instant, in real time. And on the other hand, the way they make decisions is based on a large data set because you know larger data sets actually propel better decisions. So there's competing pressures here which essentially drive the need one from a business perspective, two from a customer perspective to harness all of this data in real time. So that's what's driving an incessant need to actually make decisions in real or near real time. >> You know, I think one of the things that's been in short supply over the last couple of years is patience. We do expect as consumers whether we're in our business lives our personal lives that we're going to be getting be given information and data that's relevant it's personal to help us make those real time decisions. So having access to real time data is really business critical for organizations across any industries. Talk about some of the main capabilities that modern data applications and data platforms need to have. What are some of the key capabilities of a modern data platform that need to be delivered to meet demanding customer expectations? >> So, you know, going back to your initial question Lisa around why is data really a high value but underutilized or under-leveraged asset? One of the reasons we see is a lot of the data platforms that, you know, some of these applications were built on have been then around for a decade plus. And they were never built for the needs of today, which is really driving a lot of data and driving insight in real time from a lot of data. So there are four major capabilities that we see that are essential ingredients of any modern data platform. One is really the ability to, you know, operate at unlimited scale. So what we mean by that is really the ability to scale from gigabytes to even petabytes without any degradation in performance or latency or throughput. The second is really, you know, predictable performance. So can you actually deliver predictable performance as your data size grows or your throughput grows or your concurrent user on that application of service grows? It's really easy to build an application that operates at low scale or low throughput or low concurrency but performance usually starts degrading as you start scaling one of these attributes. The third thing is the ability to operate and always on globally resilient application. And that requires a really robust data platform that can be up on a five nine basis globally, can support global distribution because a lot of these applications have global users. And the last point is, goes back to my first answer which is, can you operate all of this at a cost point which is not prohibitive but it makes sense from a TCO perspective. 'Cause a lot of times what we see is people make choices of data platforms and as ironically their service or applications become more successful and more users join their journey the revenue starts going up, the user base starts going up but the cost basis starts crossing over the revenue and they're losing money on the service, ironically as the service becomes more popular. So really unlimited scale predictable performance always on a globally resilient basis and low TCO. These are the four essential capabilities of any modern data platform. >> So then talk to me with those as the four main core functionalities of a modern data platform, how does Aerospike deliver that? >> So we were built, as I said from day one to operate at unlimited scale and deliver predictable performance. And then over the years as we work with customers we build this incredible high availability capability which helps us deliver the always on, you know, operations. So we have customers who are who have been on the platform 10 years with no downtime for example, right? So we are talking about an amazing continuum of high availability that we provide for customers who operate these, you know globally resilient services. The key to our innovation here is what we call the hybrid memory architecture. So, you know, going a little bit technically deep here essentially what we built out in our architecture is the ability on each node or each server to treat a bank of SSDs or solid-state devices as essentially extended memory. So you're getting memory performance but you're accessing these SSDs. You're not paying memory prices but you're getting memory performance. As a result of that you can attach a lot more data to each node or each server in a distributed cluster. And when you kind of scale that across basically a distributed cluster you can do with Aerospike the same things at 60 to 80% lower server count. And as a result 60 to 80% lower TCO compared to some of the other options that are available in the market. Then basically, as I said that's the key kind of starting point to the innovation. We lay around capabilities like, you know replication, change data notification, you know synchronous and asynchronous replication. The ability to actually stretch a single cluster across multiple regions. So for example, if you're operating a global service you can have a single Aerospike cluster with one node in San Francisco one node in New York, another one in London and this would be basically seamlessly operating. So that, you know, this is strongly consistent, very few no SQL data platforms are strongly consistent or if they are strongly consistent they will actually suffer performance degradation. And what strongly consistent means is, you know all your data is always available it's guaranteed to be available there is no data lost any time. So in this configuration that I talked about if the node in London goes down your application still continues to operate, right? Your users see no kind of downtime and you know, when London comes up it rejoins the cluster and everything is back to kind of the way it was before, you know London left the cluster so to speak. So the ability to do this globally resilient highly available kind of model is really, really powerful. A lot of our customers actually use that kind of a scenario and we offer other deployment scenarios from a higher availability perspective. So everything starts with HMA or Hybrid Memory Architecture and then we start building a lot of these other capabilities around the platform. And then over the years what our customers have guided us to do is as they're putting together a modern kind of data infrastructure, we don't live in the silo. So Aerospike gets deployed with other technologies like streaming technologies or analytics technologies. So we built connectors into Kafka, Pulsar, so that as you're ingesting data from a variety of data sources you can ingest them at very high ingest speeds and store them persistently into Aerospike. Once the data is in Aerospike you can actually run Spark jobs across that data in a multi-threaded parallel fashion to get really insight from that data at really high throughput and high speed. >> High throughput, high speed, incredibly important especially as today's landscape is increasingly distributed. Data centers, multiple public clouds, Edge, IoT devices, the workforce embracing more and more hybrid these days. How are you helping customers to extract more value from data while also lowering costs? Go into some customer examples 'cause I know you have some great ones. >> Yeah, you know, I think, we have built an amazing set of customers and customers actually use us for some really mission critical applications. So, you know, before I get into specific customer examples let me talk to you about some of kind of the use cases which we see out there. We see a lot of Aerospike being used in fraud detection. We see us being used in recommendations engines we get used in customer data profiles, or customer profiles, Customer 360 stores, you know multiplayer gaming and entertainment. These are kind of the repeated use case, digital payments. We power most of the digital payment systems across the globe. Specific example from a specific example perspective the first one I would love to talk about is PayPal. So if you use PayPal today, then you know when you're actually paying somebody your transaction is, you know being sent through Aerospike to really decide whether this is a fraudulent transaction or not. And when you do that, you know, you and I as a customer are not going to wait around for 10 seconds for PayPal to say yay or nay. We expect, you know, the decision to be made in an instant. So we are powering that fraud detection engine at PayPal. For every transaction that goes through PayPal. Before us, you know, PayPal was missing out on about 2% of their SLAs which was essentially millions of dollars which they were losing because, you know, they were letting transactions go through and taking the risk that it's not a fraudulent transaction. With Aerospike they can now actually get a much better SLA and the data set on which they compute the fraud score has gone up by you know, several factors. So by 30X if you will. So not only has the data size that is powering the fraud engine actually gone up 30X with Aerospike but they're actually making decisions in an instant for, you know, 99.95% of their transactions. So that's- >> And that's what we expect as consumers, right? We want to know that there's fraud detection on the swipe regardless of who we're interacting with. >> Yes, and so that's a really powerful use case and you know, it's a great customer success story. The other one I would talk about is really Wayfair, right, from retail and you know from e-commerce. So everybody knows Wayfair global leader in really in online home furnishings and they use us to power their recommendations engine. And you know it's basically if you're purchasing this, people who bought this also bought these five other things, so on and so forth. They have actually seen their cart size at checkout go up by up to 30%, as a result of actually powering their recommendations engine through Aerospike. And they were able to do this by reducing the server count by 9X. So on one ninth of the servers that were there before Aerospike, they're now powering their recommendations engine and seeing cart size checkout go up by 30%. Really, really powerful in terms of the business outcome and what we are able to, you know, drive at Wayfair. >> Hugely powerful as a business outcome. And that's also what the consumer wants. The consumer is expecting these days to have a very personalized relevant experience that's going to show me if I bought this show me something else that's related to that. We have this expectation that needs to be really fueled by technology. >> Exactly, and you know, another great example you asked about you know, customer stories, Adobe. Who doesn't know Adobe, you know. They're on a mission to deliver the best customer experience that they can. And they're talking about, you know great Customer 360 experience at scale and they're modernizing their entire edge compute infrastructure to support this with Aerospike. Going to Aerospike basically what they have seen is their throughput go up by 70%, their cost has been reduced by 3X. So essentially doing it at one third of the cost while their annual data growth continues at, you know about north of 30%. So not only is their data growing they're able to actually reduce their cost to actually deliver this great customer experience by one third to one third and continue to deliver great Customer 360 experience at scale. Really, really powerful example of how you deliver Customer 360 in a world which is dynamic and you know on a data set which is constantly growing at north of 30% in this case. >> Those are three great examples, PayPal, Wayfair, Adobe, talking about, especially with Wayfair when you talk about increasing their cart checkout sizes but also with Adobe increasing throughput by over 70%. I'm looking at my notes here. While data is growing at 32%, that's something that every organization has to contend with data growth is continuing to scale and scale and scale. >> Yap, I'll give you a fun one here. So, you know, you may not have heard about this company it's called Dream11 and it's a company based out of India but it's a very, you know, it's a fun story because it's the world's largest fantasy sports platform. And you know, India is a nation which is cricket crazy. So you know, when they have their premier league going on and there's millions of users logged onto the Dream11 platform building their fantasy league teams and you know, playing on that particular platform, it has a hundred million users a hundred million plus users on the platform, 5.5 million concurrent users and they have been growing at 30%. So they are considered an amazing success story in terms of what they have accomplished and the way they have architected their platform to operate at scale. And all of that is really powered by Aerospike. Think about that they're able to deliver all of this and support a hundred million users 5.5 million concurrent users all with, you know 99 plus percent of their transactions completing in less than one millisecond. Just incredible success story. Not a brand that is, you know, world renowned but at least you know from what we see out there it's an amazing success story of operating at scale. >> Amazing success story, huge business outcomes. Last question for you as we're almost out of time is talk a little bit about Aerospike AWS the partnership Graviton2 better together. What are you guys doing together there? >> Great partnership. AWS has multiple layers in terms of partnerships. So, you know, we engage with AWS at the executive level. They plan out, really roll out of new instances in partnership with us, making sure that, you know those instance types work well for us. And then we just released support for Aerospike on the Graviton platform and we just announced a benchmark of Aerospike running on Graviton on AWS. And what we see out there is with the benchmark a 1.6X improvement in price performance. And you know about 18% increase in throughput while maintaining a 27% reduction in cost, you know, on Graviton. So this is an amazing story from a price performance perspective, performance per watt for greater energy efficiencies, which basically a lot of our customers are starting to kind of talk to us about leveraging this to further meet their sustainability target. So great story from Aerospike and AWS not just from a partnership perspective on a technology and an executive level, but also in terms of what joint outcomes we are able to deliver for our customers. >> And it sounds like a great sustainability story. I wish we had more time so we would talk about this but thank you so much for talking about the main capabilities of a modern data platform, what's needed, why, and how you guys are delivering that. We appreciate your insights and appreciate your time. >> Thank you very much. I mean, if folks are at re:Invent next week or this week come on and see us at our booth and we are in the data analytics pavilion and you can find us pretty easily. Would love to talk to you. >> Perfect, we'll send them there. Subbu Iyer, thank you so much for joining me on the program today. We appreciate your insights. >> Thank you Lisa. >> I'm Lisa Martin, you're watching theCUBE's coverage of AWS re:Invent 2022. Thanks for watching. >> Clear- >> Clear cutting. >> Nice job, very nice job.

Published Date : Nov 25 2022

SUMMARY :

the fastest 15 minutes I'm sorry I didn't pin the right speed. and we are coming to you in Subbu, great to have you on the program. Great as always to be on So, you know, every company these days And a lot of the challenges that access to real time data to put in front of you and I and data platforms need to have. One of the reasons we see is So the ability to do How are you helping customers let me talk to you about fraud detection on the swipe and you know, it's a great We have this expectation that needs to be Exactly, and you know, with Wayfair when you talk So you know, when they have What are you guys doing together there? And you know about 18% and how you guys are delivering that. and you can find us pretty easily. for joining me on the program today. of AWS re:Invent 2022.

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Dhabaleswar “DK” Panda, Ohio State State University | SuperComputing 22


 

>>Welcome back to The Cube's coverage of Supercomputing Conference 2022, otherwise known as SC 22 here in Dallas, Texas. This is day three of our coverage, the final day of coverage here on the exhibition floor. I'm Dave Nicholson, and I'm here with my co-host, tech journalist extraordinaire, Paul Gillum. How's it going, >>Paul? Hi, Dave. It's going good. >>And we have a wonderful guest with us this morning, Dr. Panda from the Ohio State University. Welcome Dr. Panda to the Cube. >>Thanks a lot. Thanks a lot to >>Paul. I know you're, you're chopping at >>The bit, you have incredible credentials, over 500 papers published. The, the impact that you've had on HPC is truly remarkable. But I wanted to talk to you specifically about a product project you've been working on for over 20 years now called mva, high Performance Computing platform that's used by more than 32 organ, 3,200 organizations across 90 countries. You've shepherded this from, its, its infancy. What is the vision for what MVA will be and and how is it a proof of concept that others can learn from? >>Yeah, Paul, that's a great question to start with. I mean, I, I started with this conference in 2001. That was the first time I came. It's very coincidental. If you remember the Finman Networking Technology, it was introduced in October of 2000. Okay. So in my group, we were working on NPI for Marinette Quadrics. Those are the old technology, if you can recollect when Finman was there, we were the very first one in the world to really jump in. Nobody knew how to use Infin van in an HPC system. So that's how the Happy Project was born. And in fact, in super computing 2002 on this exhibition floor in Baltimore, we had the first demonstration, the open source happy, actually is running on an eight node infinite van clusters, eight no zeros. And that was a big challenge. But now over the years, I means we have continuously worked with all infinite van vendors, MPI Forum. >>We are a member of the MPI Forum and also all other network interconnect. So we have steadily evolved this project over the last 21 years. I'm very proud of my team members working nonstop, continuously bringing not only performance, but scalability. If you see now INFIN event are being deployed in 8,000, 10,000 node clusters, and many of these clusters actually use our software, stack them rapid. So, so we have done a lot of, like our focuses, like we first do research because we are in academia. We come up with good designs, we publish, and in six to nine months, we actually bring it to the open source version and people can just download and then use it. And that's how currently it's been used by more than 3000 orange in 90 countries. And, but the interesting thing is happening, your second part of the question. Now, as you know, the field is moving into not just hvc, but ai, big data, and we have those support. This is where like we look at the vision for the next 20 years, we want to design this MPI library so that not only HPC but also all other workloads can take advantage of it. >>Oh, we have seen libraries that become a critical develop platform supporting ai, TensorFlow, and, and the pie torch and, and the emergence of, of, of some sort of default languages that are, that are driving the community. How, how important are these frameworks to the, the development of the progress making progress in the HPC world? >>Yeah, no, those are great. I mean, spite our stencil flow, I mean, those are the, the now the bread and butter of deep learning machine learning. Am I right? But the challenge is that people use these frameworks, but continuously models are becoming larger. You need very first turnaround time. So how do you train faster? How do you do influencing faster? So this is where HPC comes in and what exactly what we have done is actually we have linked floor fighters to our happy page because now you see the MPI library is running on a million core system. Now your fighters and tenor four clan also be scaled to to, to those number of, large number of course and gps. So we have actually done that kind of a tight coupling and that helps the research to really take advantage of hpc. >>So if, if a high school student is thinking in terms of interesting computer science, looking for a place, looking for a university, Ohio State University, bruns, world renowned, widely known, but talk about what that looks like from a day on a day to day basis in terms of the opportunity for undergrad and graduate students to participate in, in the kind of work that you do. What is, what does that look like? And is, and is that, and is that a good pitch to for, for people to consider the university? >>Yes. I mean, we continuously, from a university perspective, by the way, the Ohio State University is one of the largest single campus in, in us, one of the top three, top four. We have 65,000 students. Wow. It's one of the very largest campus. And especially within computer science where I am located, high performance computing is a very big focus. And we are one of the, again, the top schools all over the world for high performance computing. And we also have very strength in ai. So we always encourage, like the new students who like to really work on top of the art solutions, get exposed to the concepts, principles, and also practice. Okay. So, so we encourage those people that wish you can really bring you those kind of experience. And many of my past students, staff, they're all in top companies now, have become all big managers. >>How, how long, how long did you say you've been >>At 31 >>Years? 31 years. 31 years. So, so you, you've had people who weren't alive when you were already doing this stuff? That's correct. They then were born. Yes. They then grew up, yes. Went to university graduate school, and now they're on, >>Now they're in many top companies, national labs, all over the universities, all over the world. So they have been trained very well. Well, >>You've, you've touched a lot of lives, sir. >>Yes, thank you. Thank >>You. We've seen really a, a burgeoning of AI specific hardware emerge over the last five years or so. And, and architectures going beyond just CPUs and GPUs, but to Asics and f PGAs and, and accelerators, does this excite you? I mean, are there innovations that you're seeing in this area that you think have, have great promise? >>Yeah, there is a lot of promise. I think every time you see now supercomputing technology, you see there is sometime a big barrier comes barrier jump. Rather I'll say, new technology comes some disruptive technology, then you move to the next level. So that's what we are seeing now. A lot of these AI chips and AI systems are coming up, which takes you to the next level. But the bigger challenge is whether it is cost effective or not, can that be sustained longer? And this is where commodity technology comes in, which commodity technology tries to take you far longer. So we might see like all these likes, Gaudi, a lot of new chips are coming up, can they really bring down the cost? If that cost can be reduced, you will see a much more bigger push for AI solutions, which are cost effective. >>What, what about on the interconnect side of things, obvi, you, you, your, your start sort of coincided with the initial standards for Infin band, you know, Intel was very, very, was really big in that, in that architecture originally. Do you see interconnects like RDMA over converged ethernet playing a part in that sort of democratization or commoditization of things? Yes. Yes. What, what are your thoughts >>There for internet? No, this is a great thing. So, so we saw the infinite man coming. Of course, infinite Man is, commod is available. But then over the years people have been trying to see how those RDMA mechanisms can be used for ethernet. And then Rocky has been born. So Rocky has been also being deployed. But besides these, I mean now you talk about Slingshot, the gray slingshot, it is also an ethernet based systems. And a lot of those RMA principles are actually being used under the hood. Okay. So any modern networks you see, whether it is a Infin and Rocky Links art network, rock board network, you name any of these networks, they are using all the very latest principles. And of course everybody wants to make it commodity. And this is what you see on the, on the slow floor. Everybody's trying to compete against each other to give you the best performance with the lowest cost, and we'll see whoever wins over the years. >>Sort of a macroeconomic question, Japan, the US and China have been leapfrogging each other for a number of years in terms of the fastest supercomputer performance. How important do you think it is for the US to maintain leadership in this area? >>Big, big thing, significantly, right? We are saying that I think for the last five to seven years, I think we lost that lead. But now with the frontier being the number one, starting from the June ranking, I think we are getting that leadership back. And I think it is very critical not only for fundamental research, but for national security trying to really move the US to the leading edge. So I hope us will continue to lead the trend for the next few years until another new system comes out. >>And one of the gating factors, there is a shortage of people with data science skills. Obviously you're doing what you can at the university level. What do you think can change at the secondary school level to prepare students better to, for data science careers? >>Yeah, I mean that is also very important. I mean, we, we always call like a pipeline, you know, that means when PhD levels we are expecting like this even we want to students to get exposed to, to, to many of these concerts from the high school level. And, and things are actually changing. I mean, these days I see a lot of high school students, they, they know Python, how to program in Python, how to program in sea object oriented things. Even they're being exposed to AI at that level. So I think that is a very healthy sign. And in fact we, even from Ohio State side, we are always engaged with all this K to 12 in many different programs and then gradually trying to take them to the next level. And I think we need to accelerate also that in a very significant manner because we need those kind of a workforce. It is not just like a building a system number one, but how do we really utilize it? How do we utilize that science? How do we propagate that to the community? Then we need all these trained personal. So in fact in my group, we are also involved in a lot of cyber training activities for HPC professionals. So in fact, today there is a bar at 1 1 15 I, yeah, I think 1215 to one 15. We'll be talking more about that. >>About education. >>Yeah. Cyber training, how do we do for professionals? So we had a funding together with my co-pi, Dr. Karen Tom Cook from Ohio Super Center. We have a grant from NASA Science Foundation to really educate HPT professionals about cyber infrastructure and ai. Even though they work on some of these things, they don't have the complete knowledge. They don't get the time to, to learn. And the field is moving so fast. So this is how it has been. We got the initial funding, and in fact, the first time we advertised in 24 hours, we got 120 application, 24 hours. We couldn't even take all of them. So, so we are trying to offer that in multiple phases. So, so there is a big need for those kind of training sessions to take place. I also offer a lot of tutorials at all. Different conference. We had a high performance networking tutorial. Here we have a high performance deep learning tutorial, high performance, big data tutorial. So I've been offering tutorials at, even at this conference since 2001. Good. So, >>So in the last 31 years, the Ohio State University, as my friends remind me, it is properly >>Called, >>You've seen the world get a lot smaller. Yes. Because 31 years ago, Ohio, in this, you know, of roughly in the, in the middle of North America and the United States was not as connected as it was to everywhere else in the globe. So that's, that's pro that's, I i it kind of boggles the mind when you think of that progression over 31 years, but globally, and we talk about the world getting smaller, we're sort of in the thick of, of the celebratory seasons where, where many, many groups of people exchange gifts for varieties of reasons. If I were to offer you a holiday gift, that is the result of what AI can deliver the world. Yes. What would that be? What would, what would, what would the first thing be? This is, this is, this is like, it's, it's like the genie, but you only get one wish. >>I know, I know. >>So what would the first one be? >>Yeah, it's very hard to answer one way, but let me bring a little bit different context and I can answer this. I, I talked about the happy project and all, but recently last year actually we got awarded an S f I institute award. It's a 20 million award. I am the overall pi, but there are 14 universities involved. >>And who is that in that institute? >>What does that Oh, the I ici. C e. Okay. I cycle. You can just do I cycle.ai. Okay. And that lies with what exactly what you are trying to do, how to bring lot of AI for masses, democratizing ai. That's what is the overall goal of this, this institute, think of like a, we have three verticals we are working think of like one is digital agriculture. So I'll be, that will be my like the first ways. How do you take HPC and AI to agriculture the world as though we just crossed 8 billion people. Yeah, that's right. We need continuous food and food security. How do we grow food with the lowest cost and with the highest yield? >>Water >>Consumption. Water consumption. Can we minimize or minimize the water consumption or the fertilization? Don't do blindly. Technologies are out there. Like, let's say there is a weak field, A traditional farmer see that, yeah, there is some disease, they will just go and spray pesticides. It is not good for the environment. Now I can fly it drone, get images of the field in the real time, check it against the models, and then it'll tell that, okay, this part of the field has disease. One, this part of the field has disease. Two, I indicate to the, to the tractor or the sprayer saying, okay, spray only pesticide one, you have pesticide two here. That has a big impact. So this is what we are developing in that NSF A I institute I cycle ai. We also have, we have chosen two additional verticals. One is animal ecology, because that is very much related to wildlife conservation, climate change, how do you understand how the animals move? Can we learn from them? And then see how human beings need to act in future. And the third one is the food insecurity and logistics. Smart food distribution. So these are our three broad goals in that institute. How do we develop cyber infrastructure from below? Combining HP c AI security? We have, we have a large team, like as I said, there are 40 PIs there, 60 students. We are a hundred members team. We are working together. So, so that will be my wish. How do we really democratize ai? >>Fantastic. I think that's a great place to wrap the conversation here On day three at Supercomputing conference 2022 on the cube, it was an honor, Dr. Panda working tirelessly at the Ohio State University with his team for 31 years toiling in the field of computer science and the end result, improving the lives of everyone on Earth. That's not a stretch. If you're in high school thinking about a career in computer science, keep that in mind. It isn't just about the bits and the bobs and the speeds and the feeds. It's about serving humanity. Maybe, maybe a little, little, little too profound a statement, I would argue not even close. I'm Dave Nicholson with the Queue, with my cohost Paul Gillin. Thank you again, Dr. Panda. Stay tuned for more coverage from the Cube at Super Compute 2022 coming up shortly. >>Thanks a lot.

Published Date : Nov 17 2022

SUMMARY :

Welcome back to The Cube's coverage of Supercomputing Conference 2022, And we have a wonderful guest with us this morning, Dr. Thanks a lot to But I wanted to talk to you specifically about a product project you've So in my group, we were working on NPI for So we have steadily evolved this project over the last 21 years. that are driving the community. So we have actually done that kind of a tight coupling and that helps the research And is, and is that, and is that a good pitch to for, So, so we encourage those people that wish you can really bring you those kind of experience. you were already doing this stuff? all over the world. Thank this area that you think have, have great promise? I think every time you see now supercomputing technology, with the initial standards for Infin band, you know, Intel was very, very, was really big in that, And this is what you see on the, Sort of a macroeconomic question, Japan, the US and China have been leapfrogging each other for a number the number one, starting from the June ranking, I think we are getting that leadership back. And one of the gating factors, there is a shortage of people with data science skills. And I think we need to accelerate also that in a very significant and in fact, the first time we advertised in 24 hours, we got 120 application, that's pro that's, I i it kind of boggles the mind when you think of that progression over 31 years, I am the overall pi, And that lies with what exactly what you are trying to do, to the tractor or the sprayer saying, okay, spray only pesticide one, you have pesticide two here. I think that's a great place to wrap the conversation here On

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Jeff Boudreau, President, Dell Technologies 11-14


 

>> We're here with Jeff Boudreau and Travis Vigil, and we're going to dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks for coming in. >> Good to see you. Thank you for having us. >> You're very welcome. Let's start off, Jeff, with a high level, you know I'd like to talk about the customer, what challenges they're facing. You're talking to customers all the time, what are they telling you? >> Sure. As you know, we spend a lot of time with our customers, specifically listening, learning understanding their use cases their pain points within their specific environments. They tell us a lot, to no surprise to any of us that data is a key theme that they talk about. It's one of their most important assets. They need to extract more value from that data to fuel their business models their innovation engines, their competitive edge. So they need to make sure that that data is accessible it's secure, and it's recoverable, especially in today's world with the increased cyber attacks. >> Okay. So maybe we could get into some of those challenges. I mean, when you talk about things like data sprawl what do you mean by that? What should people know? >> Sure, so for those big three themes, I'd say, you know you have data sprawl, which is the big one which is all about the massive amounts of data. It's the growth of that data which is growing at an unprecedented rates. It's the gravity of that data and the reality of the multi-cloud sprawl. So stuff is just everywhere, right? Which increases that service, attack space for cyber criminals. >> And by gravity you mean the data's there and people don't want to move it. >> It's everywhere, right? And so when it lands someplace, think Edge, Core or Cloud, it's there. And it's something we have to help our customers with. >> Okay. So it's nuanced cause complexity has other layers. What are those layers? >> Sure. When we talk to our customers they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multi-cloud complexity and we talk about multi-cloud sprawl. So multiple vendors, multiple contracts multiple tool chains, and none of those work together in this, you know, multi-cloud world. Then that drives their security complexity. So we talk about that increased attack surface. But this really drives a lot of operational complexity for their teams. Think about, we're lack consistency through everything. So people, process, tools, all that stuff which is really wasting time and money for our customers. >> So how does that affect the cyber strategies and the, I've often said the CISO, now they have this shared responsibility model they have to do that across multiple clouds. Every cloud has its own security policies and frameworks and syntax. So maybe you could double click on your perspective on that. >> Sure. I'd say the big challenge customers have seen, it's really inadequate cyber resiliency. And specifically they're feeling very exposed. And today as the world with cyber attacks being more and more sophisticated, if something goes wrong it is a real challenge for them to get back up and running quickly. And that's why this is such a big topic for CEOs and businesses around the world. >> You know, it's funny, I said this in my open, I think that prior to the pandemic businesses were optimized for efficiency and now they're like, wow, we have to actually put some headroom into the system to be more resilient, you know? Are you hearing that? >> Yeah, we absolutely are. I mean, the customers really they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things one's about simplifying IT. Two, it's really helping them to extract more value from their data. And then the third big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know the multi-cloud world. Just recently, I don't know if you've seen it, but the global data protected, excuse me the global data protection index. >> GDPI. >> Yes. Jesus! >> Not to be confused with GDPR. >> Actually that was released today and confirms everything we just talked about around customer challenges but also it highlights an importance of having a very cyber, a robust cyber resilient data protection strategy. >> Yeah, I haven't seen the latest, but I want to dig into it. I think this, you've done this many, many years in a row. I like to look at the time series and see how things have changed. All right. At a high level, Jeff, can you kind of address why Dell and from your point of view is best suited? >> Sure. So we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multi-cloud data protection solution and needs. We take a modern, a simple and resilient approach. >> Well what does that mean? What do you mean by modern? >> Sure. So modern, we talk about our software defined architecture, right? It's really designed to meet the needs not only of today but really into the future. And we protect data across any cloud and any workload. So we have a proven track record doing this today. We have more than 1700 customers that trust us to protect more than 14 exabytes of their data in the cloud today. >> Okay. So you said modern, simple and resilient. What, what do you mean by simple? >> Sure. We want to provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment to consumption to management and support. So our offers will deploy in minutes. They are easy to operate and use and we support flexible consumption models for whatever customer may desire. So traditional, subscription, or as a service. >> And when you talk about resilient, I mean I put forth that premise, but it's hard because people say, well, that's going to going to cost us more. Well, it may, but you're going to also reduce your risk. So what's your point of view on resilience? >> Yeah, I think it's something all customers need. So we're going to be providing a comprehensive and resilient portfolio of cyber solutions that are secured by design. We have some some unique capabilities in a combination of things like built in immuneability, physical and logical isolation. We have intelligence built in with AI parred recovery and just one, I guess fun fact for everybody is we have our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >> So it's interesting when you think about the NIST framework for cybersecurity, it's all about layers. You're sort of bringing that now to data protection. >> Correct. >> Yeah. All right. In a minute we're going to come back with Travis and dig into the news. We're going to take a short break, keep it right there. (calming piano music)

Published Date : Nov 14 2022

SUMMARY :

Guys, good to see you. Good to see you. I'd like to talk about the customer, So they need to make sure what do you mean by that? and the reality of the multi-cloud sprawl. And by gravity you And it's something we have What are those layers? and gravity of the data. So maybe you could double click CEOs and businesses around the world. and that very, you know and confirms everything I like to look at the time series positioned to help our customers It's really designed to meet What, what do you mean by simple? to helping with the complexity And when you talk about that meets all the needs to data protection. We're going to take a short

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Next Gen Servers Ready to Hit the Market


 

(upbeat music) >> The market for enterprise servers is large and it generates well north of $100 billion in annual revenue, and it's growing consistently in the mid to high single digit range. Right now, like many segments, the market for servers is, it's like slingshotting, right? Organizations, they've been replenishing their install bases and upgrading, especially at HQs coming out of the isolation economy. But the macro headwinds, as we've reported, are impacting all segments of the market. CIOs, you know, they're tapping the brakes a little bit, sometimes quite a bit and being cautious with both capital expenditures and discretionary opex, particularly in the cloud. They're dialing it down and just being a little bit more, you know, cautious. The market for enterprise servers, it's dominated as you know, by x86 based systems with an increasingly large contribution coming from alternatives like ARM and NVIDIA. Intel, of course, is the largest supplier, but AMD has been incredibly successful competing with Intel because of its focus, it's got an outsourced manufacturing model and its innovation and very solid execution. Intel's frequent delays with its next generation Sapphire Rapid CPUs, now slated for January 2023 have created an opportunity for AMD, specifically AMD's next generation EPYC CPUs codenamed Genoa will offer as many as 96 Zen 4 cores per CPU when it launches later on this month. Observers can expect really three classes of Genoa. There's a standard Zen 4 compute platform for general purpose workloads, there's a compute density optimized Zen 4 package and then a cache optimized version for data intensive workloads. Indeed, the makers of enterprise servers are responding to customer requirements for more diversity and server platforms to handle different workloads, especially those high performance data-oriented workloads that are being driven by AI and machine learning and high performance computing, HPC needs. OEMs like Dell, they're going to be tapping these innovations and try to get to the market early. Dell, in particular, will be using these systems as the basis for its next generation Gen 16 servers, which are going to bring new capabilities to the market. Now, of course, Dell is not alone, there's got other OEM, you've got HPE, Lenovo, you've got ODMs, you've got the cloud players, they're all going to be looking to keep pace with the market. Now, the other big trend that we've seen in the market is the way customers are thinking about or should be thinking about performance. No longer is the clock speed of the CPU the soul and most indicative performance metric. There's much more emphasis in innovation around all those supporting components in a system, specifically the parts of the system that take advantage, for example, of faster bus speeds. We're talking about things like network interface cards and RAID controllers and memories and other peripheral devices that in combination with microprocessors, determine how well systems can perform and those kind of things around compute operations, IO and other critical tasks. Now, the combinatorial factors ultimately determine the overall performance of the system and how well suited a particular server is to handling different workloads. So we're seeing OEMs like Dell, they're building flexibility into their offerings and putting out products in their portfolios that can meet the changing needs of their customers. Welcome to our ongoing series where we investigate the critical question, does hardware matter? My name is Dave Vellante, and with me today to discuss these trends and the things that you should know about for the next generation of server architectures is former CTO from Oracle and EMC and adjunct faculty and Wharton CTO Academy, David Nicholson. Dave, always great to have you on "theCUBE." Thanks for making some time with me. >> Yeah, of course, Dave, great to be here. >> All right, so you heard my little spiel in the intro, that summary, >> Yeah. >> Was it accurate? What would you add? What do people need to know? >> Yeah, no, no, no, 100% accurate, but you know, I'm a resident nerd, so just, you know, some kind of clarification. If we think of things like microprocessor release cycles, it's always going to be characterized as rolling thunder. I think 2023 in particular is going to be this constant release cycle that we're going to see. You mentioned the, (clears throat) excuse me, general processors with 96 cores, shortly after the 96 core release, we'll see that 128 core release that you referenced in terms of compute density. And then, we can talk about what it means in terms of, you know, nanometers and performance per core and everything else. But yeah, no, that's the main thing I would say, is just people shouldn't look at this like a new car's being released on Saturday. This is going to happen over the next 18 months, really. >> All right, so to that point, you think about Dell's next generation systems, they're going to be featuring these new AMD processes, but to your point, when you think about performance claims, in this industry, it's a moving target. It's that, you call it a rolling thunder. So what does that game of hopscotch, if you will, look like? How do you see it unfolding over the next 12 to 18 months? >> So out of the gate, you know, slated as of right now for a November 10th release, AMD's going to be first to market with, you know, everyone will argue, but first to market with five nanometer technology in production systems, 96 cores. What's important though is, those microprocessors are going to be resident on motherboards from Dell that feature things like PCIe 5.0 technology. So everything surrounding the microprocessor complex is faster. Again, going back to this idea of rolling thunder, we expect the Gen 16 PowerEdge servers from Dell to similarly be rolled out in stages with initial releases that will address certain specific kinds of workloads and follow on releases with a variety of systems configured in a variety of ways. >> So I appreciate you painting a picture. Let's kind of stay inside under the hood, if we can, >> Sure. >> And share with us what we should know about these kind of next generation CPUs. How are companies like Dell going to be configuring them? How important are clock speeds and core counts in these new systems? And what about, you mentioned motherboards, what about next gen motherboards? You mentioned PCIe Gen 5, where does that fit in? So take us inside deeper into the system, please. >> Yeah, so if you will, you know, if you will join me for a moment, let's crack open the box and look inside. It's not just microprocessors. Like I said, they're plugged into a bus architecture that interconnect. How quickly that interconnect performs is critical. Now, I'm going to give you a statistic that doesn't require a PhD to understand. When we go from PCIe Gen 4 to Gen 5, which is going to be featured in all of these systems, we double the performance. So just, you can write that down, two, 2X. The performance is doubled, but the numbers are pretty staggering in terms of giga transactions per second, 128 gigabytes per second of aggregate bandwidth on the motherboard. Again, doubling when going from 4th Gen to 5th Gen. But the reality is, most users of these systems are still on PCIe Gen 3 based systems. So for them, just from a bus architecture perspective, you're doing a 4X or 8X leap in performance, and then all of the peripherals that plug into that faster bus are faster, whether it's RAID control cards from RAID controllers or storage controllers or network interface cards. Companies like Broadcom come to mind. All of their components are leapfrogging their prior generation to fit into this ecosystem. >> So I wonder if we could stay with PCIe for a moment and, you know, just understand what Gen 5 brings. You said, you know, 2X, I think we're talking bandwidth here. Is there a latency impact? You know, why does this matter? And just, you know, this premise that these other components increasingly matter more, Which components of the system are we talking about that can actually take advantage of PCIe Gen 5? >> Pretty much all of them, Dave. So whether it's memory plugged in or network interface cards, so communication to the outside world, which computer servers tend to want to do in 2022, controllers that are attached to internal and external storage devices. All of them benefit from this enhancement and performance. And it's, you know, PCI express performance is measured in essentially bandwidth and throughput in the sense of the numbers of transactions per second that you can do. It's mind numbing, I want to say it's 32 giga transfers per second. And then in terms of bandwidth, again, across the lanes that are available, 128 gigabytes per second. I'm going to have to check if it's gigabits or gigabytes. It's a massive number. And again, it's double what PCIe 4 is before. So what does that mean? Just like the advances in microprocessor technology, you can consolidate massive amounts of work into a much smaller footprint. That's critical because everything in that server is consuming power. So when you look at next generation hardware that's driven by things like AMD Genoa or you know, the EPYC processors, the Zen with the Z4 microprocessors, for every dollar that you're spending on power and equipment and everything else, you're getting far greater return on your investment. Now, I need to say that we anticipate that these individual servers, if you're out shopping for a server, and that's a very nebulous term because they come in all sorts of shapes and sizes, I think there's going to be a little bit of sticker shock at first until you run the numbers. People will look at an individual server and they'll say, wow, this is expensive and the peripherals, the things that are going into those slots are more expensive, but you're getting more bang for your buck. You're getting much more consolidation, lower power usage and for every dollar, you're getting a greater amount of performance and transactions, which translates up the stack through the application layer and, you know, out to the end user's desire to get work done. >> So I want to come back to that, but let me stay on performance for a minute. You know, we all used to be, when you'd go buy a new PC, you'd be like, what's the clock speed of that? And so, when you think about performance of a system today and how measurements are changing, how should customers think about performance in these next gen systems? And where does that, again, where does that supporting ecosystem play? >> So if you are really into the speeds and feeds and what's under the covers, from an academic perspective, you can go in and you can look at the die size that was used to create the microprocessors, the clock speeds, how many cores there are, but really, the answer is look at the benchmarks that are created through testing, especially from third party organizations that test these things for workloads that you intend to use these servers for. So if you are looking to support something like a high performance environment for artificial intelligence or machine learning, look at the benchmarks as they're recorded, as they're delivered by the entire system. So it's not just about the core. So yeah, it's interesting to look at clock speeds to kind of compare where we are with regards to Moore's Law. Have we been able to continue to track along that path? We know there are physical limitations to Moore's Law from an individual microprocessor perspective, but none of that really matters. What really matters is what can this system that I'm buying deliver in terms of application performance and user requirement performance? So that's what I'd say you want to look for. >> So I presume we're going to see these benchmarks at some point, I'm hoping we can, I'm hoping we can have you back on to talk about them. Is that something that we can expect in the future? >> Yeah, 100%, 100%. Dell, and I'm sure other companies, are furiously working away to demonstrate the advantages of this next gen architecture. If I had to guess, I would say that we are going to see quite a few world records set because of the combination of things, like faster network interface cards, faster storage cards, faster memory, more memory, faster cache, more cache, along with the enhanced microprocessors that are going to be delivered. And you mentioned this is, you know, AMD is sort of starting off this season of rolling thunder and in a few months, we'll start getting the initial entries from Intel also, and we'll be able to compare where they fit in with what AMD is offering. I'd expect OEMs like Dell to have, you know, a portfolio of products that highlight the advantages of each processor's set. >> Yeah, I talked in my open Dave about the diversity of workloads. What are some of those emerging workloads and how will companies like Dell address them in your view? >> So a lot of the applications that are going to be supported are what we think of as legacy application environments. A lot of Oracle databases, workloads associated with ERP, all of those things are just going to get better bang for their buck from a compute perspective. But what we're going to be hearing a lot about and what the future really holds for us that's exciting is this arena of artificial intelligence and machine learning. These next gen platforms offer performance that allows us to do things in areas like natural language processing that we just couldn't do before cost effectively. So I think the next few years are going to see a lot of advances in AI and ML that will be debated in the larger culture and that will excite a lot of computer scientists. So that's it, AI/ML are going to be the big buzzwords moving forward. >> So Dave, you talked earlier about this, some people might have sticker shocks. So some of the infrastructure pros that are watching this might be, oh, okay, I'm going to have to pitch this, especially in this, you know, tough macro environment. I'm going to have to sell this to my CIO, my CFO. So what does this all mean? You know, if they're going to have to pay more, how is it going to affect TCO? How would you pitch that to your management? >> As long as you stay away from per unit cost, you're fine. And again, we don't have necessarily, or I don't have necessarily insider access to street pricing on next gen servers yet, but what I do know from examining what the component suppliers tell us is that, these systems are going to be significantly more expensive on a per unit basis. But what does that mean? If the server that you're used to buying for five bucks is now 10 bucks, but it's doing five times as much work, it's a great deal, and anyone who looks at it and says, 10 bucks? It used to only be five bucks, well, the ROI and the TCO, that's where all of this really needs to be measured and a huge part of that is going to be power consumption. And along with the performance tests that we expect to see coming out imminently, we should also be expecting to see some of those ROI metrics, especially around power consumption. So I don't think it's going to be a problem moving forward, but there will be some sticker shock. I imagine you're going to be able to go in and configure a very, very expensive, fully loaded system on some of these configurators online over the next year. >> So it's consolidation, which means you could do more with less. It's going to be, or more with the same, it's going to be lower power, less cooling, less floor space and lower management overhead, which is kind of now you get into staff, so you're going to have to sort of identify how the staff can be productive in other areas. You're probably not going to fire people hopefully. But yeah, it sounds like it's going to be a really consolidation play. I talked at the open about Intel and AMD and Intel coming out with Sapphire Rapids, you know, of course it's been well documented, it's late but they're now scheduled for January. Pat Gelsinger's talked about this, and of course they're going to try to leapfrog AMD and then AMD is going to respond, you talked about this earlier, so that game is going to continue. How long do you think this cycle will last? >> Forever. (laughs) It's just that, there will be periods of excitement like we're going to experience over at least the next year and then there will be a lull and then there will be a period of excitement. But along the way, we've got lurkers who are trying to disrupt this market completely. You know, specifically you think about ARM where the original design point was, okay, you're powered by a battery, you have to fit in someone's pocket. You can't catch on fire and burn their leg. That's sort of the requirement, as opposed to the, you know, the x86 model, which is okay, you have a data center with a raised floor and you have a nuclear power plant down the street. So don't worry about it. As long as an 18-wheeler can get it to where it needs to be, we'll be okay. And so, you would think that over time, ARM is going to creep up as all destructive technologies do, and we've seen that, we've definitely seen that. But I would argue that we haven't seen it happen as quickly as maybe some of us expected. And then you've got NVIDIA kind of off to the side starting out, you know, heavy in the GPU space saying, hey, you know what, you can use the stuff we build for a whole lot of really cool new stuff. So they're running in a different direction, sort of gnawing at the traditional x86 vendors certainly. >> Yes, so I'm glad- >> That's going to be forever. >> I'm glad you brought up ARM and NVIDIA, I think, but you know, maybe it hasn't happened as quickly as many thought, although there's clearly pockets and examples where it is taking shape. But this to me, Dave, talks to the supporting cast. It's not just about the microprocessor unit anymore, specifically, you know, generally, but specifically the x86. It's the supporting, it's the CPU, the NPU, the XPU, if you will, but also all those surrounding components that, to your earlier point, are taking advantage of the faster bus speeds. >> Yeah, no, 100%. You know, look at it this way. A server used to be measured, well, they still are, you know, how many U of rack space does it take up? You had pizza box servers with a physical enclosure. Increasingly, you have the concept of a server in quotes being the aggregation of components that are all plugged together that share maybe a bus architecture. But those things are all connected internally and externally, especially externally, whether it's external storage, certainly networks. You talk about HPC, it's just not one server. It's hundreds or thousands of servers. So you could argue that we are in the era of connectivity and the real critical changes that we're going to see with these next generation server platforms are really centered on the bus architecture, PCIe 5, and the things that get plugged into those slots. So if you're looking at 25 gig or 100 gig NICs and what that means from a performance and/or consolidation perspective, or things like RDMA over Converged Ethernet, what that means for connecting systems, those factors will be at least as important as the microprocessor complexes. I imagine IT professionals going out and making the decision, okay, we're going to buy these systems with these microprocessors, with this number of cores in memory. Okay, great. But the real work starts when you start talking about connecting all of them together. What does that look like? So yeah, the definition of what constitutes a server and what's critically important I think has definitely changed. >> Dave, let's wrap. What can our audience expect in the future? You talked earlier about you're going to be able to get benchmarks, so that we can quantify these innovations that we've been talking about, bring us home. >> Yeah, I'm looking forward to taking a solid look at some of the performance benchmarking that's going to come out, these legitimate attempts to set world records and those questions about ROI and TCO. I want solid information about what my dollar is getting me. I think it helps the server vendors to be able to express that in a concrete way because our understanding is these things on a per unit basis are going to be more expensive and you're going to have to justify them. So that's really what, it's the details that are going to come the day of the launch and in subsequent weeks. So I think we're going to be busy for the next year focusing on a lot of hardware that, yes, does matter. So, you know, hang on, it's going to be a fun ride. >> All right, Dave, we're going to leave it there. Thanks you so much, my friend. Appreciate you coming on. >> Thanks, Dave. >> Okay, and don't forget to check out the special website that we've set up for this ongoing series. Go to doeshardwarematter.com and you'll see commentary from industry leaders, we got analysts on there, technical experts from all over the world. Thanks for watching, and we'll see you next time. (upbeat music)

Published Date : Nov 10 2022

SUMMARY :

and the things that you should know about Dave, great to be here. I think 2023 in particular is going to be over the next 12 to 18 months? So out of the gate, you know, So I appreciate you painting a picture. going to be configuring them? So just, you can write that down, two, 2X. Which components of the and the peripherals, the And so, when you think about So it's not just about the core. can expect in the future? Dell to have, you know, about the diversity of workloads. So a lot of the applications that to your management? So I don't think it's going to and then AMD is going to respond, as opposed to the, you the XPU, if you will, and the things that get expect in the future? it's the details that are going to come going to leave it there. Okay, and don't forget to

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The Future of Multicloud Data Protection is Here FULL EPISODE V1


 

>> Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell theCUBE privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly, we've seen this dynamic with supply chain challenges. And there's a little doubt we're also seeing it in the area of cybersecurity generally, and data recovery specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cybercrime. While security in the public cloud is certainly world class, the result of multicloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. And at the end of the day, more, not less, . But there's a positive side to this story. The good news is that public policy, industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today, there's heightened awareness that the world of data protection is not only an adjacency to, but is becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection people, technologies and processes must be more tightly coordinated with security operations. Hello, and welcome to "The Future of Multicloud Data Protection" made possible by Dell in collaboration with theCUBE. My name is Dave Vellante and I'll be your host today. In this segment, we welcome into theCUBE two senior executives from Dell who will share details on new technology announcements that directly address these challenges. Jeff Boudreau is the President and General Manager of Dell's Infrastructure Solutions Group, ISG, and he's going to share his perspectives on the market and the challenges he's hearing from customers. And we're going to ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now, Jeff is going to be joined by Travis Vigil. Travis is the Senior Vice-President of Product Management for ISG at Dell Technologies, and he's going to give us details on the products that are being announced today and go into the hard news. Now, we're also going to challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it. (upbeat music) We're here with Jeff Boudreau and Travis Vigil, and we're going to dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks for coming in. >> Good to see you. Thank you for having us. >> You're very welcome. Alright, let's start off Jeff, with the high level. You know, I'd like to talk about the customer, what challenges they're facing? You're talking to customers all the time. What are they telling you? >> Sure, as you know, we spend a lot of time with our customers, specifically listening, learning, understanding their use cases, their pain points within their specific environments. They tell us a lot. No surprise to any of us that data is a key theme that they talk about. It's one of their most important assets. They need to extract more value from that data to fuel their business models, their innovation engines, their competitive edge. So, they need to make sure that that data is accessible, it's secure and its recoverable, especially in today's world with the increased cyber attacks. >> Okay, so maybe we could get into some of those challenges. I mean, when you talk about things like data sprawl, what do you mean by that? What should people know? >> Sure, so for those big three themes, I'd say, you have data sprawl, which is the big one, which is all about the massive amounts of data. It's the growth of that data, which is growing at unprecedented rates. It's the gravity of that data and the reality of the multicloud sprawl. So stuff is just everywhere, right? Which increases that surface as attack space for cyber criminals. >> And by gravity, you mean the data's there and people don't want to move it. >> It's everywhere, right? And so when it lands someplace, think Edge, Core or Cloud, it's there. And it's something we have to help our customers with. >> Okay, so it's nuanced 'cause complexity has other layers. What are those layers? >> Sure. When we talk to our customers, they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multicloud complexity and we talk about multicloud sprawl. So multiple vendors, multiple contracts, multiple tool chains, and none of those work together in this multicloud world. Then that drives their security complexity. So, we talk about that increased attack surface. But this really drives a lot of operational complexity for their teams. Think about we're lacking consistency through everything. So people, process, tools, all that stuff, which is really wasting time and money for our customers. >> So, how does that affect the cyber strategies and the, I mean, I've often said the Cisco, now they have this shared responsibility model. They have to do that across multiple clouds. Every cloud has its own security policies and frameworks and syntax. So, maybe you could double click on your perspective on that. >> Sure. I'd say the big challenge customers have seen, it's really inadequate cyber resiliency and specifically, they're feeling very exposed. And today as the world with cyber attacks being more and more sophisticated, if something goes wrong, it is a real challenge for them to get back up and running quickly. And that's why this is such a big topic for CEOs and businesses around the world. You know, it's funny. I said this in my open. I think that prior to the pandemic businesses were optimized for efficiency, and now they're like, "Wow, we have to actually put some headroom into the system to be more resilient." You know, are you hearing that? >> Yeah, we absolutely are. I mean, the customers really, they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things. One's about simplifying IT. Two, it's really helping them to extract more value from their data. And then the third big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know, the multicloud world. Just recently, I don't know if you've seen it, but the Global Data Protected, excuse me, the Global Data Protection Index. >> GDPI. >> Yes. Jesus. >> Not to be confused with GDPR. >> Actually, that was released today and confirms everything we just talked about around customer challenges. But also it highlights at an importance of having a very cyber, a robust cyber resilient data protection strategy. >> Yeah, I haven't seen the latest, but I want to dig into it. I think this, I've done this many, many years in a row. I'd like to look at the time series and see how things have changed. All right. At a high level, Jeff, can you kind of address why Dell, from your point of view is best suited? >> Sure. So, we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multicloud data protection solution and needs. We take a modern, a simple and resilient approach. >> What does that mean? What do you mean by modern? >> Sure. So modern, we talk about our software defined architecture. Right? It's really designed to meet the needs not only of today, but really into the future. And we protect data across any cloud and any workload. So, we have a proven track record doing this today. We have more than 1,700 customers that trust us to protect more than 14 exabytes of their data in the cloud today. >> Okay, so you said modern, simple and resilient. What do you mean by simple? >> Sure. We want to provide simplicity everywhere, going back to helping with the complexity challenge. And that's from deployment to consumption, to management and support. So, our offers will deploy in minutes. They are easy to operate and use, and we support flexible consumption models for whatever the customer may desire. So, traditional subscription or as a service. >> And when you talk about resilient, I mean, I put forth that premise, but it's hard because people say, "Well, that's going to cost us more. Well, it may, but you're going to also reduce your risk." So, what's your point of view on resilience? >> Yeah, I think it's something all customers need. So, we're going to be providing a comprehensive and resilient portfolio of cyber solutions that are secure by design. And we have some unique capabilities and a combination of things like built in immutability, physical and logical isolation. We have intelligence built in with AI part recovery. And just one, I guess fun fact for everybody is we have, our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >> So it's interesting when you think about the NIST framework for cybersecurity. It's all about about layers. You're sort of bringing that now to data protection. >> Jeff: Correct. Yeah. >> All right. In a minute, we're going to come back with Travis and dig into the news. We're going to take a short break. Keep it right there. (upbeat music) (upbeat adventurous music) Okay, we're back with Jeff and Travis Vigil to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe you, before we get into the news, can you set the business context for us? What's going on out there? >> Yeah. Thanks for that question, Dave. To set a little bit of the context, when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest modern, simple PowerProtect Data Manager Software. And as Jeff mentioned, we have, 1,700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers and they're really telling us three things. They want simple solutions. They want us to help them modernize. And they want us to add as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So, that's the backdrop to the news today. And as we go through the news, I think you'll agree that each of these announcements deliver on those pillars. And in particular, today we're announcing the PowerProtect Data Manager Appliance. We are announcing PowerProtect Cyber Recovery Enhancements, and we are announcing enhancements to our APEX Data Storage Services. >> Okay, so three pieces. Let's dig to that. It's interesting, appliance, everybody wants software, but then you talk to customers and they're like, "Well, we actually want appliances because we just want to put it in and it works." >> Travis: (laughs) Right. >> It performs great. So, what do we need to know about the appliance? What's the news there? >> Well, you know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of experience, but also intellectual property components that we've taken that have been battle tested in the market. And we've put them together in a new simple, integrated appliance that really combines the best of the target appliance capabilities we have with that modern, simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy to use and easy to scale interface for customers. >> So, the premise that I've been putting forth for months now, probably well over a year, is that data protection is becoming an extension of your cybersecurity strategies. So, I'm interested in your perspective on cyber recovery. Your specific news that you have there. >> Yeah, you know, we are in addition to simplifying things via the appliance, we are providing solutions for customers no matter where they're deploying. And cyber recovery, especially when it comes to cloud deployments, is an increasing area of interest and deployment that we see with our customers. So, what we're announcing today is that we're expanding our cyber recovery services to be available in Google Cloud. With this announcement, it means we're available in all three of the major clouds and it really provides customers the flexibility to secure their data no matter if they're running on-premises, in Acolo, at the Edge, in the public cloud. And the other nice thing about this announcement is that you have the ability to use Google Cloud as a cyber recovery vault that really allows customers to isolate critical data and they can recover that critical data from the vault back to on-premises or from that vault back to running their cyber protection or their data protection solutions in the public cloud. >> I always invoke my favorite Matt Baker here. "It's not a zero sum game", but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We could talk about Edge all day, but that's a different topic. Okay, so my other question Travis, is how does this all fit into APEX? We hear a lot about APEX as a service. It's sort of the new hot thing. What's happening there? What's the news around APEX? >> Yeah, we've seen incredible momentum with our APEX solutions since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being providing solutions that allow customers to consume flexibly. And so, what we're announcing specifically is that we're expanding APEX Data Storage Services to include a data protection option. And it's like with all APEX offers, it's a pay-as-you-go solution. Really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is specify their base capacity. They specify their performance tier. They tell us do they want a one year term or a three year term and we take it from there. We get them up and running so they can start deploying and consuming flexibly. And as with many of our APEX solutions, it's a simple user experience all exposed through a unified APEX Console. >> Okay, so it's, you're keeping it simple, like I think large, medium, small. You know, we hear a lot about T-shirt sizes. I'm a big fan of that 'cause you guys should be smart enough to figure out, you know, based on my workload, what I need. How different is this? I wonder if you guys could address this. Jeff, maybe you can start. >> Sure, I'll start and then- >> Pitch me. >> You know, Travis, you jump in when I screw up here. >> Awesome. >> So, first I'd say we offer innovative multicloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis said, all the major public clouds. We have a broad ecosystem of workload support and I guess the great news is we're up to 80% more cost effective than any of the competition. >> Dave: 80%? >> 80% >> Hey, that's a big number. All right, Travis, what's your point of view on this? >> Yeah, I think number one, end-to-end data protection. We are that one stop shop that I talked about, whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the Edge, whether it's integrated appliances, target appliances, software. We have solutions that span the gamut as a service. I mentioned the APEX Solution as well. So really, we can provide solutions that help support customers and protect them, any workload, any cloud, anywhere that data lives. Edge, Core to Cloud. The other thing that we hear as a big differentiator for Dell, and Jeff touched on on this a little bit earlier, is our Intelligent Cyber Resiliency. We have a unique combination in the market where we can offer immutability or protection against deletion as sort of that first line of defense. But we can also offer a second level of defense, which is isolation, talking about data vaults or cyber vaults and cyber recovery. And more importantly, the intelligence that goes around that vault. It can look at detecting cyber attacks. It can help customers speed time to recovery. And really provides AI and ML to help early diagnosis of a cyber attack and fast recovery should a cyber attack occur. And if you look at customer adoption of that solution, specifically in the cloud, we have over 1300 customers utilizing PowerProtect Cyber Recovery. >> So, I think it's fair to say that your portfolio has obviously been a big differentiator. Whenever I talk to your finance team, Michael Dell, et cetera, that end-to-end capability, that your ability to manage throughout the supply chain. We actually just did an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is you, in a lot of respects, you're shifting the client's burden to your R&D. now they have a lot of work to do, so it's not like they can go home and just relax. But that's a key part of the partnership that I see. Jeff, I wonder if you could give us the final thoughts. >> Sure. Dell has a long history of being a trusted partner within IT, right? So, we have unmatched capabilities. Going back to your point, we have the broadest portfolio. We're a leader in every category that we participate in. We have a broad deep breadth of portfolio. We have scale. We have innovation that is just unmatched. Within data protection itself, we are the trusted market leader. No if, ands or buts. We're number one for both data protection software in appliances per IDC and we were just named for the 17th consecutive time the leader in the Gartner Magic Quadrant. So, bottom line is customers can count on Dell. >> Yeah, and I think again, we're seeing the evolution of data protection. It's not like the last 10 years. It's really becoming an adjacency and really, a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for coming. >> Thank you, sir. >> Dave. >> Travis, good to see you. All right, in a moment I'm going to come right back and summarize what we learned today, what actions you can take for your business. You're watching "The Future of Multicloud Data Protection" made possible by Dell in collaboration with theCUBE, your leader in enterprise and emerging tech coverage. Right back. >> Advertiser: In our data-driven world, protecting data has never been more critical. To guard against everything from cyber incidents to unplanned outages, you need a cyber resilient multicloud data protection strategy. >> It's not a matter of if you're going to get hacked, it's a matter of when. And I want to know that I can recover and continue to recover each day. >> It is important to have a cyber security and a cyber resiliency plan in place because the threat of cyber attack are imminent. >> Advertiser: PowerProtect Data Manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted partner and market leader. >> We chose PowerProtect Data Manager because we've been a strategic partner with Dell Technologies for roughly 20 years now. Our partnership with Dell Technologies has provided us with the ability to scale and grow as we've transitioned from 10 billion in assets to 20 billion. >> Advertiser: With PowerProtect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >> I'd installed it by myself, learn it by myself. It was very intuitive. >> While restoring your machine with PowerProtect Data Manager is fast, we can fully manage PowerProtect through the center. We can recover a whole machine in seconds. >> Instructor: Data Manager offers innovation such as transparent snapshots to simplify virtual machine backups, and it goes beyond backup and restore to provide valuable insights into protected data, workloads and VMs. >> In our previous environment, it would take anywhere from three to six hours a night to do a single backup of each VM. Now, we're backing up hourly and it takes two to three seconds with the transparent snapshots. >> Advertiser: With PowerProtect's Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >> Data is extremely important. We can't afford to lose any data. We need things just to work. >> Advertiser: Start your journey to modern data protection with Dell PowerProtect's Data Manager. Visit dell.com/powerprotectdatamanager >> We put forth the premise in our introduction that the worlds of data protection in cybersecurity must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default, this should include modern hardware and software. Now, in addition to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace that specifically address these customer concerns. And there were three that we talked about today. First, the PowerProtect Data Manager Appliance, which is an integrated system taking advantage of Dell's history in data protection, but adding new capabilities. And I want to come back to that in a moment. Second is Dell's PowerProtect Cyber Recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and Azure support. Now finally, Dell has made its target backup appliances available in APEX. You might recall, earlier this year we saw the introduction from Dell of APEX Backup Services and then in May at Dell Technologies World, we heard about the introduction of APEX Cyber Recovery Services. And today, Dell is making its most popular backup appliances available in APEX. Now, I want to come back to the PowerProtect Data Manager Appliance because it's a new integrated appliance and I asked Dell off camera, "Really what is so special about these new systems and what's really different from the competition?" Because look, everyone offers some kind of integrated appliance. So, I heard a number of items. Dell talked about simplicity and efficiency and containers and Kubernetes. So, I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. Dell claims that customers can deploy the system in half the time relative to the competition. So, we're talking minutes to deploy, and of course that's going to lead to much simpler management. And the second real difference I heard was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected, which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market and claims that in its benchmarks, the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now, this is based on Dell benchmarks, so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information, go to the Data Protection Page at dell.com. You can find that at dell.com/dataprotection. And all the content here and other videos are available on demand at theCUBE.net. Check out our series on the blueprint for trusted infrastructure, it's related and has some additional information. And go to siliconangle.com for all the news and analysis related to these and other announcements. This is Dave Vellante. Thanks for watching "The Future of Multicloud Protection" made possible by Dell, in collaboration with theCUBE, your leader in enterprise and emerging tech coverage. (upbeat music)

Published Date : Oct 27 2022

SUMMARY :

by the degree to which their businesses Good to see you. You know, I'd like to So, they need to make sure I mean, when you talk about and the reality of the multicloud sprawl. mean the data's there to help our customers with. Okay, so it's nuanced 'cause and gravity of the data. They have to do that into the system to be more resilient." and that very, you know, and confirms everything we just talked I'd like to look at the time series on how to handle this. in the cloud today. Okay, so you said modern, And that's from deployment to consumption, to also reduce your risk." that meets all the needs that now to data protection. Yeah. and dig into the news. So, that's the backdrop to the news today. Let's dig to that. What's the news there? and easy to scale interface for customers. So, the premise that that critical data from the to partner with the public cloud provider. that allow customers to consume flexibly. I'm a big fan of that 'cause you guys You know, Travis, you and I guess the great news is we're up your point of view on this? I mentioned the APEX Solution as well. to say that your portfolio Going back to your point, we of the organization Travis, good to see you. to unplanned outages, you and continue to recover each day. It is important to and security confidence you would expect from 10 billion in assets to 20 billion. to increase your efficiency I'd installed it by we can fully manage to simplify virtual machine backups, from three to six hours a and available whenever you need it. We need things just to work. journey to modern data protection and of course that's going to

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Sam Grocott, Dell Technology Summit


 

>>Hello everyone, This is Dave Lanta and you're watching The Cube's coverage of the Dell Technology Summit 2022 with exclusive behind the scenes interviews featuring Dell executive perspectives. And right now we're gonna explore Apex, which is Dell's as a service offering Dell's multi-cloud and edge strategies and the momentum around those. And we have news around Project Frontier, which is Dell's vision for its edge platform. And there's so much happening here. And don't forget, it's Cyber Security Awareness Month. Sam Groot is here. He's the senior vice president of marketing at Dell Technologies. Sam, always great to see you. How you doing? >>Always great to be here, Dave. >>All right, let's look at cloud. Everybody's talking about cloud Apex, multi-cloud. What's the update? How's it going? Where's the innovation and focal points of the strategy? >>Yeah, yeah. Look, Dave, if you think back over the course of this year, you've really heard us pivot as a company and discussing more and more about how multi-cloud is becoming a reality for our customers today. And when we listen and talk with our customers, they really describe multi-cloud challenges and a few key threads. One, the complexity is growing very, very quickly. Two, they're having a harder time controlling how their users are accessing the various different clouds. And then of course, finally the cloud costs are growing unchecked as well. So we, we like to describe this phenomenon as multi-cloud by design, where essentially organizations are waking up and seeing cloud sprawl around their organization every day. And this is creating more and more of those challenges. So of course at Dell we've got a strong point of view that you don't need to build multi-cloud by by default, rather it's multi-cloud by design, where you're very intentional in how you do multi-cloud. >>And how we deliver multi-cloud by design is through Apex. Apex is our modern cloud and our modern consumption experience. So when you think about the innovation as well, they've like, we've been on a pretty quick track record here in that, you know, the beginning of this year we introduced brand new Apex backup services that provides that SAS based backup service. We've introduced or announced Project Alpine, which is bringing our storage software, intellectual property from on-prem and putting it and running it natively in the public cloud. We've also introduced new Apex cyber recovery services that is simplifying how customers protect against cyber attacks. They can run an Amazon Azure, aw, I'm sorry, Amazon, aws, Azure or Google. And then, you know, we are really focused on this multi-cloud ecosystem. We announce key partnerships with SaaS providers such as Snowflake, where you can now access our information or our data from on-prem through the Snow Snowflake cloud. >>Or if needed, we can actually move the data to the Snowflake cloud if required. So we're continuing to build out that ecosystem SA providers. And then finally I would say, you know, we made a big strategic announcement just recently with Red Hat, where we're not only delivering new Apex container services, but we announce a strategic partnership to build jointly engineered solutions to address hybrid and multi-cloud solutions going forward. You know, VMware is gonna always continue to be a key partner of ours at the la at the recent VMware explorer, we announced new Tansu integration. So, So Dave, I, I think in a nutshell, we've been innovating at a very, very fast pace. We think there is a better way to do multi-cloud and that's multi-cloud by design. >>Yeah, we heard that at Dell Technologies world. First time I had heard that multi-cloud by design versus sort of default, which is great Alpine, which is sort of our, what we called super cloud in the making. And then of course the ecosystem is critical for any cloud company. VMware, of course, you know, top partner, but the Snowflake announcement was very interesting Red Hat. So seeing that expand, now let's go out to the edge. How's it going with the edge expansion? There's gotta be new. Speaking of ecosystem, the edge is like a whole different, you know, OT type That's right. Ecosystem's, telcos, what and what's this new frontier platform all about? >>Yeah, yeah. So we've talked a lot about clouds and multi clouds. We've talked about private and hybrid clouds, we've talked about public clouds, clouds and cos, telcos, et cetera. There's really been one key piece of our multi-cloud and technology strategy that we haven't spent a lot of time on. And that's the edge. And we do see that as that next frontier for our customers to really gain that competitive advantage that is created from their data and get closer to the point of creation where the data lives. And that's at the edge. We see the edge infrastructure space growing very, very quickly. We see upwards of 300% year of year growth in terms of amount of data being created at the edge. That's almost 3000 exabytes of data by 2026. So just incredible growth. And the edge is not really new for Dell. We've been at it for over 20 years of delivering edge solutions. >>81% of the Fortune 100 companies in the US use Dell solutions today at the Edge. And we are the number one OEM provider of Edge solutions with over 44,000 customers across over 40 industries and things like manufacturing, retail, edge healthcare, and more. So Dave, while we've been at it for a long time, we have such a, a deep understanding of how our customers are using Edge solutions. Say the bottom line is the game has gotta change. With that growth that we talked about, the new use cases that are emerging, we've got to un unlock this new frontier for customers to take advantage of the edge. And that's why we are announcing and revealing Project Frontier. And Project Frontier in its most simplest form, is a software platform that's gonna help customers and organizations really radically simplify their edge deployments by automating their edge operations. You know, with Project Frontier organizations are really gonna be able to manage, OP, and operate their edge infrastructure and application securely, efficiently and at scale. >>Okay, so it is, first of all, I like the name. It is software, it's a software architecture. So presumably a lot of API capabilities. That's right. Integration's. Is there hardware involved? >>Yeah, so of course you'll run it on Dell infrastructure. We'll be able to do both infrastructure, orchestration, orchestration through the platform, but as well as application orchestration. And you know, really there's, there's a handful of key drivers that have been really pushing our customers to take on and look at building a better way to do the edge with Project Frontier. And I think I would just highlight a handful of 'em. You know, freedom of choice. We definitely see this as an open ecosystem out there, even more so at the Edge than any other part of the IT stack. You know, being able to provide that freedom of choice for software applications or IOT frameworks, operational technology or OT for any of their edge use cases, that's really, really important. Another key area that we're helping to solve with Project Frontier is, you know, being able to expect zero trust security across all their edge applications from design to deployment, you know, and of course backed by an end and secure supply chain is really, really important to customers. >>And then getting that greater efficiency and reliability of operations with the centralized management through Project Frontier and Zero Touch deployments. You know, one of the biggest challenges, especially when you get out to the far, far reach of the frontier is really IT resources and being able to have that IT expertise. And we built in an enormous amount of automation helps streamline the edge deployments where you might be deploying a single edge solution, which is highly unlikely or hundreds or thousands, which is becoming more and more likely. So Dave, we do think Project Frontier is the right edge platform for customers to build their edge applications on now and certain, excuse me, certainly, and into the future. >>Yeah. Sam, no truck rolls. I like it. And you, you mentioned, you mentioned Zero trust, so we have Mother's Day, you, we have Father's Day. The kids always ask When's Kids' day? And we, of course we say every day is kids' day and every day should be cyber security awareness day. So, but we have cyber security awareness month. What does it mean for Dell? What are you hearing from customers and, and how are you responding? >>Yeah, yeah. No, there isn't a more prevalent top of mind conversation, whether it's the boardroom or the IT departments or every company is really have been forced to reckon with the cyber security and ransom secure issues out there. You know, every decision in IT department makes impacts your security profile. Those decisions can certainly, positively, hopefully impact it, but also can negatively impact it as well. So data security is, is really not a new area of focus for Dell. It's been an area that we've been focused on for a long time, but there are really three core elements to cybersecurity and data security as we go forward. The first is really setting the foundation of trust is really, really important across any IT system. And having the right supply chain in the right partner to partner with to deliver that is kind of the foundation in step one. >>Second, you need to of course go with technology that is trustworthy. It doesn't mean you are putting it together correctly. It means that you're essentially assembling the right piece parts together. That, that coexist together in the right way. You know, to truly change that landscape of the attackers out there that are gonna potentially create risk for your environment. We are definitely pushing and helping to embrace the zero trust principles and architectures that are out there. So finally, while when you think about security, it certainly is not absolute all correct. Security architectures assume that, you know, there are going to be challenges, there are going to be pain points, but you gotta be able to plan for recovery. And I think that's the holistic approach that we're taking with Dell. >>Well, and I think too, it's obviously security is a complicated situation now with cloud, you've got, you know, shared responsibility models, you've got that multi-cloud, you've got that across clouds, you're asking developers to do more. So I think the, the key takeaway is as a security pro, I'm looking for my technology partner through their r and d and their, you mentioned supply chain processes to take that off my plate so I can go plug holes elsewhere. Okay. Sam, put a bow on Dell Technology Summit for us and give us your closing thoughts. >>Yeah, look, I I think we're at a transformative point in it. You know, customers are moving more and more quickly to multi-cloud environments. They're looking to consume it in different ways, such as as a service, a lot of customers edge is new and an untapped opportunity for them to get closer to their customers and to their data. And of course there's more and more cyber threats out there every day. You know, our customers when we talk with them, they really want simple, consistent infrastructure options that are built on an open ecosystem that allows them to accomplish their goals quickly and successfully. And look, I think at Dell we've got the right strategy, we've got the right portfolio. We are the trusted partner of choice to help them lead, lead their, their future transformations into the future. So, Dave, look, I think it's, it's absolutely one of the most exciting times in it and I can't wait to see where it goes from here. >>Sam, always fun catching up with you. Appreciate your time. >>Thanks Dave. >>All right. A Dell Tech world in Vegas this past year, one of the most interesting conversations I personally had was around hybrid work and the future of work and the protocols associated with that and the mindset of, you know, the younger generation. And that conversation was, was with Jen Savira and we're gonna speak to Jen about this and other people and cult culture topics. Keep it right there. You're watching the Cube's exclusive coverage of Dell Technology Summit 2022.

Published Date : Oct 13 2022

SUMMARY :

And we have news around Project Where's the innovation and focal points of the strategy? And when we listen and talk with our customers, they really describe multi-cloud challenges And how we deliver multi-cloud by design is through Apex. You know, VMware is gonna always continue to be a key partner of ours at the la Speaking of ecosystem, the edge is like a whole different, you know, And that's the edge. And we are the number one OEM provider of Edge solutions with over 44,000 Okay, so it is, first of all, I like the name. And you know, really there's, there's a handful of key drivers that have been really pushing our customers the edge deployments where you might be deploying a single edge And we, of course we say every day is kids' day and every day should be cyber security awareness day. And having the right supply chain in the right partner to And I think that's the holistic approach that we're taking with Dell. r and d and their, you mentioned supply chain processes to take that off And look, I think at Dell we've got the right strategy, we've got the right portfolio. Sam, always fun catching up with you. that and the mindset of, you know, the younger generation.

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Dell Technology Summit


 

>>As we said in our analysis of Dell's future, the transformation of Dell into Dell emc and now Dell Technologies has been one of the most remarkable stories in the history of the technology industry. After years of successfully integrated EMC and becoming VMware's number one distribution channel, the metamorphosis of Dell com culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program today In conjunction with the Dell Tech Summit. We'll hear from four of Dell's senior executives. Tom Sweet is the CFO of Dell Technologies. He's gonna share his views of the company's position and opportunities and answer the question, why is Dell good long term investment? >>Then we'll hear from Jeff Boudreau was the president of Dell's ISG business unit. He's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam Grow Cot is the senior vice president of marketing's gonna come in the program and give us the update on Apex, which is Dell's as a service offering and a new edge platform called Project Frontier. By the way, it's also Cybersecurity Awareness Month, and we're gonna see if Sam has any stories there. And finally, for a company that's nearly 40 years old, Dell has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Savira, who's Dell's chief Human Resource officer about hybrid work and how Dell is thinking about the future of work. We're gonna geek out all day and talk multi-cloud and edge and latency, but first, let's talk wallet. Tom Sweet cfo, and one of Dell's key business architects. Welcome back to the cube, >>Dave, it's good to see you and good to be back with you. So thanks for having me, Jay. >>Yeah, you bet. Tom. It's been a pretty incredible past 18 months. Not only the pandemic and all that craziness, but the VMware spin, you had to give up your gross margin binky as kidding, and, and of course the macro environment. I'm so sick of talking about the macro, but putting that aside for a moment, what's really remarkable is that for a company at your size, you've had some success at the top line, which I think surprised a lot of people. What are your reflections on the last 18 to 24 months? >>Well, Dave, it's been an incredible, not only last 18 months, but the whole transformation journey. If you think all the way back maybe to the LBO and forward from there, but, you know, stepping into the last 18 months, it's, you know, I, I think I remember talking with you and saying, Hey, you know, this scenario planning we did at the beginning of this pandemic journey was, you know, 30 different scenarios roughly, and none of which sort of panned out the way it actually did, which was a pretty incredible growth story as we think about how we helped customers, you know, drive workforce productivity, enabled their business model during the all remote work environment. That was the pandemic created. And couple that with the, you know, the, the rise then and the infrastructure spin as we got towards the tail end of the, of the pandemic coupled with, you know, the spin out of VMware, which culminated last November, as you know, as we completed that, which unlocked a pathway back to investment grade within unlocked, quite frankly shareholder value, capital allocation frameworks. It's really been a remarkable, you know, 18, 24 months. It's, it's never dull at Dell Technologies. Lemme put it that way. >>Well, well, I was impressed with you, Tom, before the leverage buyout and then what I've seen you guys navigate through is, is, is truly amazing. Well, let's talk about the challenging macro. I mean, I've been through a lot of downturns, but I've never seen anything quite like this with fed tightening and you're combating inflation, you got this recession looming, there's a bear market you got, but you got zero unemployment, you're rising wages, strong dollar, and it's very confusing. But it spending is, you know, it's somewhat softer, but it's still not bad. How are you seeing customers behave? How is Dell responding? >>Yeah, look, if you think about the markets we play in Dave, and we should start there as a grounding, you know, the, the total market, the core market that we think about is roughly 700 and, you know, 50 billion or so. If you think about our core IT services capability, you couple that with some of the, the growth initiatives that we're driving and the adjacent markets that that, that brings in, you're roughly talking a 1.4 to $1.5 trillion market opportunity, total addressable market. And so from from that perspective, we're extraordinarily bullish on where are we in the journey as we continue to grow and expand. You know, we have, we're number one share in just about every category that we plan, but yet when you look at that, you know, number one share in some of these, you know, our highest share position may be, you know, low thirties and maybe in the high end of storage you're at the upper end of thirties or 40%. >>But the opportunity there to continue to expand the core and, and continue to take share and outperform the market is truly extraordinary. So, so you step back and think about that, then you say, okay, what have we seen over the last number of months and quarters? It's been, you know, really great performance through the pandemic as, as you highlighted, we actually had a really strong first half of the year of our fiscal year 23 with revenue up 12% operating income up 12% for the first half. You know, what we talked about as you, if you might recall in our second quarter earnings, was the fact that we were starting to see softness. We had seen it in the consumer PC space, which is not a big area of focus for us in the sense of our, our total revenue stream, but we started to see commercial PC soften and we were starting to see server demand soften a bit and storage demand was, was holding quite frankly. >>And so we gave a a framework around guidance for the rest of the year as a, of what we were seeing. You know, the macro environment as you highlight it continues to be challenging. You know, if you look at inflation rates and the efforts by central banks across the globe to with through interest rate rise to press down and, and constrain growth and push down inflation, you couple that with supply chain challenges that continue principle, particularly in the ISG space. And then you couple that with the Ukraine war and the, and the energy crisis that that's created. And particularly in Europe, it's a pretty dynamic environment. And, but I'm confident, you know, I'm confident in the long term, but I do think that there is, you know, that there's navigation that we're going to have to do over the coming number of quarters, who knows quite how long, you know, to, to make sure the business is properly positioned and, you know, we've got a great portfolio and you're gonna talk to some of the team LA later on as you think your way through some of the solution capabilities we're driving what we're seeing around technology trends. >>So the opportunities there, there's some short term navigation that we're gonna need to do just to make sure that we address some of the, you know, some of the environmental things that we're seeing right >>Now. Yeah. And as a global company, of course you're converting local currencies back to appreciated dollars. That's, that's, that's another headwind. But as you say, I mean, that's math and you're navigating it. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, but they invest in ways they that allow them to cut out, come out the other side stronger. So I wanna talk about that longer term opportunity, the relationship between the core, the the business growth. You mentioned the tam, I mean, even as a lower margin business, if, if you can penetrate that big of a tam, you could still throw off a lot of cash and you've got other levers to turn in potentially acquisitions and software. And, but so ultimately what gives you confidence in Dell's future? How should we think about Dell's future? >>Yeah, look, I, I think it comes down to we are extraordinarily excited about the opportunity over the long term digital transformation continues. I I am on numerous customer and CIO calls every week. Customers are continuing to invest in digital transformation and infrastructure to enable their business model. Yes, maybe it's gonna slow or, or pause or maybe they're not gonna invest quite at the same rate over the next number of quarters, but over the long term the needs are there. You look at what we're doing around the, the growth opportunities that we see, not only in our core space where we continue to invest, but also in the, what we call the strategic adjacencies. Things like 5G and modern telecom infrastructure as our, the telecom providers across the globe open up their, what a cl previous been closed ecosystems, you know, to open architecture. You think about, you know, what we're doing around the edge and the distribution now that we're seeing of compute and storage back to the edge given data gravity and latency matters. >>And so we're pretty bullish on the opportunity in front of us, you know, yes, we will and we're continuing to invest and you know, Jeff Boudreau talk about that I think later on in the program. So I'm excited about the opportunities and you look at our cash flow generation capability, you know, we are in, in, in normal times a, a cash flow generation machine and we'll continue to do so, You know, we've got a negative, you know, CCC in terms of, you know, how do we think about efficiency of working capital? And we look at our, you know, our capital allocation strategy, which has now returned, you know, somewhere in near 60% of our free cash flow back to shareholders. And so, you know, there's lots to, lots of reasons to think about why this, you know, we are a great sort of, I think value creation opportunity and a over the long term that the long term trends are with us, and I expect them to continue to be so, >>Yeah, and you guys, you, you, you do what you say you're gonna do. I mean, I said in my, in my other piece that I did recently, I think you guys put 46 billion on the, on the, on the balance sheet in terms of debt. That's down to I think 16 billion in the core, which that's quite remarking and that gives you some other opportunities. Give us your, your closing thoughts. I mean, you kind of just addressed why Dell is a good long term play, but I'll give you an opportunity to bring us home. >>Hey, Dave. Yeah, look, I, I just think if you look at the good, the market opportunity, the size and scale of Dell and how we think about the competitive advantages that we have, we com you know, if you look at, say we're a hundred billion revenue company, which we were a year, you know, last year, that as we reported roughly 60, 65 billion of that in the client, in in PC space, roughly, you know, 35 to 40 billion in the ISG or infrastructure space, those markets are gonna continue the opportunity to grow, share, grow at a premium to the market, drive, cash flow, drive, share gain is clearly there. You couple that with, you know, what we think the opportunity is in these adjacent markets, whether it's telecom, the edge, what we're thinking around data services, data management, you know, we, and you cut, you put that together with the long term trends around, you know, data creation and digital transformation. We are extraordinarily well positioned. We have the largest direct selling organization in in the technology space. We have the largest supply chain, our services footprint, you know, well positioned in my mind to take advantage of the opportunities as we move forward. >>Well Tom, really appreciate you taking the time to speak with us. Good to see you again. >>Nice seeing you. Thanks Dave. >>All right. You're watching the Cubes exclusive behind the scenes coverage of Dell Technology Summit 2022. In a moment, I'll be back with Jeff Boudreau. He's the president of Dell's ISG Infrastructure Solutions Group. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, keep it right there. >>Welcome back to the cube's exclusive coverage of the Dell Technology Summit. I'm Dave Ante and we're going inside with Dell execs to extract the signal from the noise. And right now we're gonna dig into customer requirements in a data intensive world and how cross cloud complexities get resolved from a product development perspective and how the ecosystem fits in to that mosaic to close the gaps and accelerate innovation. And with me now as friend of the cube, Jeff Boudreau, he's the president of the Infrastructure Solutions Group, ISG at Dell Technologies. Jeff, always good to see you. Welcome. >>You too. Thank you for having me. It's great to see you and thanks for having me back on the cube. I'm thrilled to be here. >>Yeah, it's our pleasure. Okay, so let's talk about what you're observing from customers today. You know, we talk all the time about operating in a data driven multi-cloud world, blah, blah, blah, blah. But what does that all mean to you when you have to translate that noise into products that solve specific customer problems, Jeff? >>Sure. Hey, great question. And everything always starts with our customers. There are motivation, they're top of mind, everything we do, my leadership team and I spend a lot of time with our customers. We're listening, we're learning, we're really understanding their pain points, and we wanna get their feedback in regards to our solutions, both turn and future offerings, really ensure that we're aligned to meeting their business objectives. I would say from these conversations, I'd say customers are telling us several things. First, it's all about data for no surprise going back to your opening. And second, it's about the multi-cloud world. And I'd say the big thing coming from all of this is that both of those are driving a ton of complexity for our customers. And I'll unpack that just a bit, which is first the data. As we all know, data is growing at unprecedented rates with more than 90% of the world's data being produced in the last two years alone. >>And you can just think of that in it's everywhere, right? And so as it as the IT world shifts towards distributed compute to support that data growth and that data gravity to really extract more value from that data in real time environments become inherently more and more hybrid and more and more multi-cloud. Which leads me to the second key point that I've been hearing from our customers, which it's a multi-cloud world, not new news. Customers by default have multiple clouds running across multiple locations that's on-prem and off-prem, it's running at the edge and it's serving a variety of different needs. Unfortunately, for most of our CU customers, multi-cloud is actually added to their complexity. As we've discussed. It's been a lot more of multi-cloud by default versus multi-cloud by design. And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, that's the growth and the gravity. >>You think about their infrastructure complexity shifting from central to decentralized it, you think about multi-cloud complexity. So you have these walled gardens, if you will. So you have multiple vendors and you have these multiple contracts that all creates operational complexity for their teams around their processes of their tools. And then you think about security complexity that that dries with the, just the increased tax service and the list goes on. So what are we seeing for our customers? They, what they really want from us, and what they're asking us for is simplicity, not complexity. The immediacy, not latency. They're asking for open and aligned versus I'd say siloed and closed. And they're looking for a lot more agility and not rigidity in what we do. So they really wanna simplify everything. They're looking for a simpler IT and a more agile it. And they want more control of their data, right? >>And so, and they want to extract more of the value to enrich their business or their customer engagements, which all sounds pretty obvious and we've probably all heard it a bunch, but it's really hard to achieve. And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help our customers as that great simplifier of it. We're already doing this today on just a couple quick examples. First is Salesforce. We've supported recently, we've supported their global expansion with a multi-cloud solution to help them drive their business growth. Our solution delivered a reliable and consistent IT experience. We go back to that complexity and it was across a very distributed environment, including more than 60 data centers, 230 countries and hundreds of thousands of customers. It really provided Salesforce with the flexibility of placing workloads and data in an environment based on the right service level. >>Objective things like cost complexity or even security compliance considerations. The second customer A is a big New England Patriot fan. And Dan, Dave, I know you are as well. Oh yeah, this one's near, near data to my heart, it's the craft group. We just created a platform to span all the businesses that create more, I'd say data driven, immersive, secure experience, which is allowing them to capture data at the edge and use it for real time insights for things like cyber resiliency, but also like safety of the facilities. And as being a PA fan like I am, did they truly are meeting us where we are in our seats on their mobile devices and also in the parking lot. So just keep that in mind next time you're there. The bottom line, everything we're doing is really to make it simpler for our customers and to help them get the most of their data. I'd say we're gonna do this, is it through a multi-cloud by design approach, which we talked a lot about with you and and others at Dell Tech world earlier this year, >>Right? And we had Salesforce on, actually at Dell Tech group. The craft group is interesting because, you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet and, and, but then the experience is so much better if you can actually, you know, deal with that edge. So I wanna talk about complexity though. You got data, you got, you know, the, the edge, you got multiple clouds, you got a different operating model across security model, different. So a lot of times in this industry we solve complexity with more complexity and it's like a bandaid. So I wanna, I wanna talk to, to how you're innovating around simplicity in ISG to address this complexity and what this means for Dell's long term strategy. >>Sure, I'd love to. So first I, I'd like to state the obvious, which are our investments in our innovations really focused on advancing, you know, our, our our customers needs, right? So we are really, our investments are gonna be targeted. We, we believe customers can have the most value. And some of that's gonna be around how we create strategic partnerships as well connected to what we just spoke about. Much of the complexity of customers have or experiencing is in the orchestration and management of all the data in all these different places and customers, you know, they must be able to quickly deploy and operate across cloud environments. They need to increase their developer productivity, really enabling those developers that do what they do best, which is creating more value for their customers than for their businesses. Our innovation efforts are really focused on addressing this by delivering an open and modern IT architecture that allows customers to run and manage any workload in any cloud anywhere. >>Data lives we're focused on, also focused on consumption based solutions, which allow for a greater degree of simplicity and flexibility, which they're really asking for as well. The foundation for this is our software to define common storage layer, that common storage layer. You can think about this Dave, as our ias if you will. It underpins our data access in mobility across all data types and locations. So you can think private, public, telecom, colo, edge, and it's delivered in a secure, holistic, and consistent cloud experience through Apex. We are making a ton of progress to let you just to be, just to be clear, we've made headway in things like Project Alpine, which you're very well aware of. This is our storage as a service. We announce this back in in January, which brings our unique software IP from our flagship storage platform to all the major public clouds. >>Really delivering the best of both worlds, allowing our customers to take advantage of Dell's enterprise class data services and storage software, such as performance at scale, resiliency, efficiency and security. But in addition to that, we're leveraging the breadth of the public cloud services, right? They're on demand scaling capabilities and access to analytical services. So in addition, we're really, we're, we're on our way to win at the edge as well with Project Frontier, which reduces complexity at the edge by creating an open and secure software platform to help our customers simplify their edge operations, optimize their edge environments and investments, secure that edge environment as well. I believe you're gonna be discussing Project Frontier here with Sam Gro Crop, the very near future. So I won't give up too many more details there. And lastly, we're also scaling Apex, which, oh, well, shifting from our vision, really shifting from vision to reality and introducing several new Apex service offerings, which are coming to market over the next month or so. And the intent is really supporting our customers on their as a service transitions by modernize the consumption experience and providing that flexible as a service model. Ultimately, we're trying to help our customers achieve that multi-cloud by design to really simplify it and unlock the power of their data. >>So some good examples there. I I like to talk about the super Cloud as you, you know, you're building on top of the, you know, hyperscale infrastructure and you got Apex is your cloud, the common storage layer, you call it your is. And that's, that's a ingredient in what we call the super cloud out to the edge. You have to have a common platform there and one of the hallmarks of a cloud company. And as you become a cloud company, everybody's a cloud company ecosystem becomes really, really important in terms of product development and, and innovation. Matt Baker always loves to stress it's not a zero zero sum game. And, and I think Super Cloud recognizes that, that there's value to be built on top of other clouds and, and, and of course on top of your infrastructure so that your ecosystem can add value. So what role does the ecosystem play there? >>For me, it's, it's pretty clear. It's, it's, it's critical. I can't say that enough above the having an open ecosystem. Think about everything we just discussed, and I agree with your super cloud analogy. I agree with what Matt Baker had said to you, I would certain no one company can actually address all the pain points and all the issues and challenges our customers are having on their own, not one. I think customers really want and deserve an open technology ecosystem, one that works together. So not these close stacks that discourages interoperability or stifles innovation and productivity of our, of each of our teams. We del I guess have a long history of supporting open ecosystems that really put customers first. And to be clear, we're gonna be at the center of the multi-cloud ecosystem and we're working with partners today to make that a reality. >>I mean, just think of what we're doing with VMware. We continue to build on our first and best alliances with them in August at their VMware explorer, which I know you were at, we announced several joint engineering initiatives to really help customers more easily manage and gain value from their data and their infrastructure. For multi-cloud specifically, we strength our relationship with VMware and with Tansu as part of that. In addition, just a few weeks ago we announced our partnership with Red Hat to simplify our multi-cloud deployments for managing containerized workloads. I'd say, and using your analogy, I could think of that as our multicloud platform. So that's kind of our PAs layer, if you will. And as you're aware, we have a very long standing and strategic partnership with Microsoft and I'd say stay tuned. There's a lot more to come with them and also others in this multicloud space. >>Shifting a bit to some of the growth engines that my team's responsible for the edge, right? As you think about data being everywhere, we've established partnerships for the Edge as well with folks like PTC and Litmus for the manufacturing edge, but also folks like Deep North for the retail edge analytics and data management. Using your Supercloud analogy, Dave the sa, right? This is our Sasa, we've announced that we're collaborating, partnering with folks like Snowflake and, and there's other data management companies as well to really simplify data access and accelerate those data insights. And then given customers choice of where they'd like to have their IT and their infrastructure, we've we're expanding our colo partnerships as well with folks like eex and, and they're allowing us to broaden our availability of Apex, providing customers the flexibility to take advantage of those as a service offerings wherever it's delivered and where they can get the most value. So those are just some you can hear from me. I think it's critical not only for, for us, I think it's critical for our customers. I think it's been critical, critical for the entire, you know, industry as a whole to really have that open technology ecosystem as we work with our customers on our multi-cloud solutions really to meet their needs. We'll continue to collaborate with whoever customers choose and you know, and who they want us to do business with. So I'd say a lot more coming in that space. >>So it's been an interesting three years for you, just, just over three years now since you've been made the president of the IS isg. And so you had to dig in and, and it was obviously a strange time around the world, but, but you really had to look at, okay, how do we modernize the platform? How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. So what are the big takeaways? What do you want customers and our audience to understand? Just some closing thoughts and if you could summarize. >>Sure. So I'd say first, you know, we discussed we're working in a very fast paced, ever-changing market with massive amounts of data that needs to be managed. It's very complex and our customers need help with that complexity. I believe that Dell Technologies is uniquely positioned to help as their multicloud champion. No one else can solve the breadth and depth of the challenges like we can. And we're gonna help our customers move forward when they basically moving from a multi-cloud by default, as we've discussed before, to multicloud by design. And I'm really excited for the opportunity to work with our customers to help them expand that ecosystem as they truly realize the future of it and, and what they're trying to accomplish. >>Jeff, thanks so much. Really appreciate your time. Always a pleasure. Go pats and we'll see you on the blog. >>Thanks Dave. >>All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, your leader in enterprise and emerging tech coverage. >>Hello everyone, this is Dave Lanta and you're watching the Cubes coverage of the Dell Technology Summit 2022 with exclusive behind the scenes interviews featuring Dell executive perspectives. And right now we're gonna explore Apex, which is Dell's as a service offering Dell's multi-cloud and edge strategies and the momentum around those. And we have news around Project Frontier, which is Dell's vision for its edge platform. And there's so much happening here. And don't forget it's cyber security Awareness month. Sam Grot is here, he's the senior vice president of marketing at Dell Technologies. Sam, always great to see you. How you doing? >>Always great to be here, Dave. >>All right, let's look at cloud. Everybody's talking about cloud Apex, multi-cloud, what's the update? How's it going? Where's the innovation and focal points of the strategy? >>Yeah, yeah. Look Dave, if you think back over the course of this year, you've really heard, heard us pivot as a company and discussing more and more about how multi-cloud is becoming a reality for our customers today. And when we listen and talk with our customers, they really describe multi-cloud challenges and a few key threads. One, the complexity is growing very, very quickly. Two, they're having a harder time controlling how their users are accessing the various different clouds. And then of course, finally the cloud costs are growing unchecked as well. So we, we like to describe this phenomenon as multi-cloud by design. We're essentially, organizations are waking up and seeing cloud sprawl around their organization every day. And this is creating more and more of those challenges. So of course at Dell we've got a strong point of view that you don't need to build multicloud by by default, rather it's multicloud by design where you're very intentional in how you do multicloud. >>And how we deliver multicloud by design is through apex. Apex is our modern cloud and our modern consumption experience. So when you think about the innovation as well, Dave, like we've been on a pretty quick track record here in that, you know, the beginning of this year we introduced brand new Apex backup services that provides that SAS based backup service. We've introduced or announced project outline, which is bringing our storage software, intellectual property from on-prem and putting it and running it natively in the public cloud. We've also introduced new Apex cyber recovery services that is simplifying how customers protect against cyber attacks. They can run an Amazon Azure, aw, I'm sorry, Amazon, aws, Azure or Google. And then, you know, we are really focused on this multi-cloud ecosystem. We announce key partnerships with SaaS providers such as Snowflake, where you can now access our information or our data from on-prem through the Snow Snowflake cloud. >>Or if needed, we can actually move the data to the Snowflake cloud if required. So we're continuing to build out that ecosystem SaaS providers. And then finally I would say, you know, we made a big strategic announcement just recently with Red Hat, where we're not only delivering new Apex container services, but we announce the strategic partnership to build jointly engineered solutions to address hybrid and multi-cloud solutions going forward. You know, VMware is gonna always continue to be a key partner of ours at the la at the recent VMware explorer we announced new Tansu integration. So, So Dave, I, I think in a nutshell we've been innovating at a very, very fast pace. We think there is a better way to do multi-cloud and that's multi-cloud by design. >>Yeah, we heard that at Dell Technologies world. First time I had heard that multi-cloud by design versus sort of default, which is great Alpine, which is sort of our, what we called super cloud in the making. And then of course the ecosystem is critical for any cloud company. VMware of course, you know, top partner, but the Snowflake announcement was very interesting Red Hat. So seeing that expand, now let's go out to the edge. How's it going with the edge expansion? There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, OT type, that's right, ecosystem, that's telcos what and what's this new frontier platform all about? >>Yeah, yeah. So we've talked a lot about cloud and multi clouds, we've talked about private and hybrid cloud, we've talked about public clouds, clouds and cos, telcos, et cetera. There's really been one key piece of our multi-cloud and technology strategy that we haven't spent a lot of time on. And that's the edge. And we do see that as that next frontier for our customers to really gain that competitive advantage that is created from their data and get closer to the point of creation where the data lives. And that's at the edge. We see the edge infrastructure space growing very, very quickly. We see upwards of 300% year of year growth in terms of amount of data being created at the edge. That's almost 3000 exabytes of data by 2026. So just incredible growth. And the edge is not really new for Dell. We've been at it for over 20 years of delivering edge solutions. >>81% of the Fortune 100 companies in the US use Dell solutions today at the Edge. And we are the number one OEM provider of Edge solutions with over 44,000 customers across over 40 industries and things like manufacturing, retail, edge healthcare, and more. So Dave, while we've been at it for a long time, we have such a, a deep understanding of how our customers are using Edge solutions. Say the bottom line is the game has gotta change. With that growth that we talked about, the new use cases that are emerging, we've got to un unlock this new frontier for customers to take advantage of the edge. And that's why we are announcing and revealing Project Frontier. And Project Frontier in its most simplest form, is a software platform that's gonna help customers and organizations really radically simplify their edge deployments by automating their edge operations. You know, with Project Frontier organizations are really gonna be able to manage, OP, and operate their edge infrastructure and applications securely, efficiently and at scale. >>Okay, so it is, first of all, I like the name, it is software, it's a software architecture. So presumably a lot of API capabilities. That's right. Integration's. Is there hardware involved? >>Yeah, so of course you'll run it on Dell infrastructure. We'll be able to do both infrastructure orchestration, orchestration through the platform, but as well as application orchestration. And you know, really there's, there's a handful of key drivers that have been really pushing our customers to take on and look at building a better way to do the edge with Project Frontier. And I think I would just highlight a handful of 'em, you know, freedom of choice. We definitely see this as an open ecosystem out there, even more so at the Edge than any other part of the IT stack. You know, being able to provide that freedom of choice for software applications or I O T frameworks, operational technology or OT for any of their edge use cases, that's really, really important. Another key area that we're helping to solve with Project Frontier is, you know, being able to expect zero trust security across all their edge applications from design to deployment, you know, and of course backed by an end and secure supply chain is really, really important to customers. >>And then getting that greater efficiency and reliability of operations with the centralized management through Project Frontier and Zero Touch deployments. You know, one of the biggest challenges, especially when you get out to the far, far reach of the frontier is really IT resources and being able to have the IT expertise and we built in an enormous amount of automation helps streamline the edge deployments where you might be deploying a single edge solution, which is highly unlikely or hundreds or thousands, which is becoming more and more likely. So Dave, we do think Project Frontier is the right edge platform for customers to build their edge applications on now and certain, excuse me, certainly, and into the future. >>Yeah. Sam, no truck rolls. I like it. And you, you mentioned, you mentioned Zero trust. So we have Mother's Day, we have Father's Day. The kids always ask When's kids' day? And we of course we say every day is kids' day and every day should be cybersecurity awareness day. So, but we have cybersecurity awareness month. What does it mean for Dell? What are you hearing from customers and, and how are you responding? >>Yeah, yeah. No, there isn't a more prevalent pop of mind conversation, whether it's the boardroom or the IT departments or every company is really have been forced to reckon with the cybersecurity and ransom secure issues out there. You know, every decision in IT department makes impacts your security profile. Those decisions can certainly, positively, hopefully impact it, but also can negatively impact it as well. So data security is, is really not a new area of focus for Dell. It's been an area that we've been focused on for a long time, but there are really three core elements to cyber security and data security as we go forward. The first is really setting the foundation of trust is really, really important across any IT system. And having the right supply chain and the right partner to partner with to deliver that is kind of the foundation in step one. >>Second, you need to of course go with technology that is trustworthy. It doesn't mean you are putting it together correctly. It means that you're essentially assembling the right piece parts together. That, that coexist together in the right way. You know, to truly change that landscape of the attackers out there that are gonna potentially create risk for your environment. We are definitely pushing and helping to embrace the zero trust principles and architectures that are out there. So finally, while when you think about security, it certainly is not absolute all correct. Security architectures assume that, you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan for recovery. And I think that's the holistic approach that we're taking with Dell. >>Well, and I think too, it's obviously security is a complicated situation now with cloud you've got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, you're asking developers to do more. So I think the, the key takeaway is as a security pro, I'm looking for my technology partner through their r and d and their, you mentioned supply chain processes to take that off my plate so I can go plug holes elsewhere. Okay, Sam, put a bow on Dell Technology Summit for us and give us your closing thoughts. >>Yeah, look, I I think we're at a transformative point in it. You know, customers are moving more and more quickly to multi-cloud environments. They're looking to consume it in different ways, such as as a service, a lot of customers edge is new and an untapped opportunity for them to get closer to their customers and to their data. And of course there's more and more cyber threats out there every day. You know, our customers when we talk with them, they really want simple, consistent infrastructure options that are built on an open ecosystem that allows them to accomplish their goals quickly and successfully. And look, I think at Dell we've got the right strategy, we've got the right portfolio, we are the trusted partner of choice, help them lead, lead their, their future transformations into the future. So Dave, look, I think it's, it's absolutely one of the most exciting times in it and I can't wait to see where it goes from here. >>Sam, always fun catching up with you. Appreciate your time. >>Thanks Dave. >>All right. A Dell tech world in Vegas this past year, one of the most interesting conversations I personally had was around hybrid work and the future of work and the protocols associated with that and the mindset of, you know, the younger generation. And that conversation was with Jen Savira and we're gonna speak to Jen about this and other people and culture topics. Keep it right there. You're watching the cube's exclusive coverage of Dell Technology Summit 2022. Okay, we're back with Jen Vera, who's the chief human resource officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me Dave. There's been a lot of change in just a short amount of time, so I'm excited to, to share some of our learnings >>With you. I, I mean, I bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah, well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing. So for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company, there's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid in 86% of our team members said that we were, which is great, but we always know there's nuance right behind that macro level. So we, we asked 'em a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experience is. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have it really healthy business. >>Well, I like that you were data driven around it in the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well yeah, but we also want you to know in the office be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah, well I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies isn't necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, workout with your leader, what really makes the most sense to drive things forward. >>I >>You were, so >>That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, people in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >>And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so I think we think, and, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I I wanted to switch gears a little bit, talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, what am I missing? I hope, you know, with our folks, so especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about is leaders. We've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we send out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on a change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation post isolation economy as they, they could pre covid. But you know, I noticed there's a, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model. And they doing so have earned the loyalty and respect of the people who work for them. >>Number one on the list is Dell sap. So congratulations SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool, top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it? And how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition of rewards to performance evaluation, to interviewing, to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important. And then kind of repeating, like you said, Yeah, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power positive thinking, do one to others as others, you know, you have others do it to you. Don't make the say you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>They might have had a >>Were instilled in me and now I'm bringing them forward and, you know, paying it forward. But, but so i, it, it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our COOs ev, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. And it's a culture of respect, you know, high performance, high expectations, accountability at having followed the company and worked with the company for many, many years. You always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out s silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Valante, thanks for watching and we'll see you next time.

Published Date : Oct 11 2022

SUMMARY :

My name is Dave Ante and I'll be hosting the program today In conjunction with the And we're gonna speak with Jen Savira, Dave, it's good to see you and good to be back with you. all that craziness, but the VMware spin, you had to give up your gross margin binky as the spin out of VMware, which culminated last November, as you know, But it spending is, you know, it's somewhat softer, but it's still not bad. category that we plan, but yet when you look at that, you know, number one share in some of these, So, so you step back and think about that, then you say, okay, what have we seen over the last number of months You know, the macro environment as you highlight it continues to be challenging. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, You think about, you know, And so, you know, in my other piece that I did recently, I think you guys put 46 billion the edge, what we're thinking around data services, data management, you know, Good to see you again. Nice seeing you. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, how the ecosystem fits in to that mosaic to close the gaps and accelerate It's great to see you and thanks for having me back on the cube. But what does that all mean to you when you have to translate And I'd say the big thing coming from all of this is that both of those are driving And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, And then you think about security complexity that that dries And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help And Dan, Dave, I know you are as well. you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet all the data in all these different places and customers, you know, to let you just to be, just to be clear, we've made headway in things like Project Alpine, And the intent is really supporting And as you become And to be clear, So that's kind of our PAs layer, if you will. We'll continue to collaborate with whoever customers choose and you know, How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. the opportunity to work with our customers to help them expand that ecosystem as they truly realize the Go pats and we'll see you All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, And right now we're gonna explore Apex, which is Dell's as a service offering Where's the innovation and focal points of the strategy? So of course at Dell we've got a strong point of view that you don't need to build multicloud So when you think about you know, we made a big strategic announcement just recently with Red Hat, There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, And that's the edge. And we are the number one OEM provider of Edge solutions with over 44,000 Okay, so it is, first of all, I like the name, it is software, And I think I would just highlight a handful of 'em, you know, freedom of choice. the edge deployments where you might be deploying a single edge solution, and, and how are you responding? And having the right supply chain and the right partner you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, And look, I think at Dell we've got the right Sam, always fun catching up with you. with that and the mindset of, you know, the younger generation. There's been a lot of change in just a short amount of time, You know, what's working, you know, what's still being worked? So we took a step back and we asked our team members, How do you think we're doing? And what we have found is really, you don't have to be together in the office we want you guys to work the way you wanna work. And so we really wanna you know, we talk about not being a mandate. That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz Well, for us, you know, we look, again, we just looked at the data. I hope, you know, with our folks, socially, economically, that taking that time to say you want your team members And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it? And then to make sure that we're not, you know, fooling ourselves, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, Were instilled in me and now I'm bringing them forward and, you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking the dignity of your partners and your people. And don't forget to check out wikibon.com each

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Sam Grocott, Dell Technologies | Dell Technologies Summit 2022


 

(bright music) >> Hello everyone, this is Dave Vellante, and you're watching The Cube's coverage of the Dell Technology Summit 2022, with exclusive behind the scenes interviews featuring Dell executive perspectives. And right now we're going to explore Apex, which is Dell's As-a-Service offering, Dell's multi-cloud and Edge strategies, and the momentum around those. And we have news around Project Frontier, which is Dell's vision for its Edge platform. And there's so much happening here. And don't forget, it's Cyber Security Awareness Month. Sam Grocott is here. He's the Senior Vice President of Marketing at Dell Technologies. Sam, always great to see you. How you doing? >> Always great to be here, Dave. >> All right, let's look at cloud. Everybody's talking about cloud Apex, multi-cloud. What's the update? How's it going? Where's the innovation and focal points of the strategy? >> Yeah, yeah. Look, Dave, if you think back over the course of this year, you've really heard us pivot as a company and discussing more and more about how multi-cloud is becoming a reality for our customers today. And when we listen and talk with our customers, they really describe multi-cloud challenges in a few key threads. One, the complexity is growing very, very quickly. Two, they're having a harder time controlling how their users are accessing the various different clouds. And then of course, finally, the cloud costs are growing unchecked, as well. So we like to describe this phenomenon as multi-cloud by design, where essentially organizations are waking up and seeing cloud sprawl around their organization every day. And this is creating more and more of those challenges. So of course at Dell we've got a strong point of view that you don't need to build multi-cloud by default, rather it's multi-cloud by design, where you're very intentional in how you do multi-cloud. And how we deliver multi-cloud by design is through Apex. Apex is our modern cloud and our modern consumption experience. So when you think about the innovation as well, Dave like, we've been on a pretty quick track record here in that, you know, the beginning of this year we introduced brand new Apex backup services that provides that SAS-based backup service. We've introduced, or announced, Project Alpine which is bringing our storage software intellectual property from on-prem, and putting it and running it natively in the public cloud. We've also introduced new Apex cyber recovery services that is simplifying how customers protect against cyber attacks. They can run in Amazon, Azure, AW I'm sorry, Amazon, AWS, Azure, or Google. And then, you know, we are really focused on this multi-cloud ecosystem. We announced key partnerships with SAS providers such as Snowflake, where you can now access our information, or our data, from on-prem through the Snowflake cloud. Or if needed, we can actually move the data to the Snowflake cloud, if required. So we're continuing to build out that ecosystem SAS providers. And then finally I would say, you know, we made a big strategic announcement just recently with Red Hat, where we're not only delivering new Apex container services, but we announced a strategic partnership to build jointly engineered solutions to address hybrid and multi-cloud solutions going forward. You know VMware is going to always continue to be a key partner of ours. At the more recent VMware explorer, we announced new Tansu integration. So Dave, I think in a nutshell, we've been innovating at a very, very fast pace. We think there is a better way to do multi-cloud and that's multi-cloud by design. >> Yeah, we heard that at Dell Technologies World. First time I had heard that multi-cloud by design versus to the default, which is great. Alpine, which is sort of our, what we call, "super cloud in the making." And then of course the ecosystem is critical for any cloud company. VMware of course, you know, top partner. But the Snowflake announcement was very interesting. Red Hat, so seeing that expand. Now let's go out to the Edge. How's it going with the Edge expansion? There's got to be new, speaking of ecosystem, the Edge is like a whole different you know, OT type of ecosystem, >> That's right. Telcos. And what's this new Frontier platform all about? >> Yeah, yeah. So we've talked a lot about cloud and multi-clouds. We've talked about private and hybrid clouds. We've talked about public clouds, clouds and Kronos, Telcos, et cetera. There's really been one key piece of our multi-cloud and technology strategy that we haven't spent a lot of time on. And that's the Edge. And we do see that as that next frontier for our customers to really gain that competitive advantage that is created from their data and get closer to the point of creation where the data lives, and that's at the Edge. We see the Edge infrastructure space growing very, very quickly. We've seen upwards of 300% year-of-year growth in terms of amount of data being created at the Edge. That's almost 3000 exabytes of data by 2026. So just incredible growth. And the Edge is not really new for Dell. We've been at it for over 20 years of delivering Edge solutions. 81% of the Fortune 100 companies in the US use Dell Solutions today at the Edge. And we are the number one OEM provider of Edge Solutions with over 44,000 customers across over 40 industries in things like manufacturing, retail, Edge, healthcare, and more. So Dave, while we've been at it for a long time, we have such a deep understanding of how our customers are using Edge Solutions. Say, the bottom line is the game has got to change. With that growth that we talked about, the new use cases that are emerging, we've got to unlock this new Frontier for customers to take advantage of the Edge. And that's why we are announcing and revealing Project Frontier. And with Project Frontier in its most simplest form is a software platform that's going to help customers and organizations really radically simplify their edge deployments by automating their edge operations. You know, with Project Frontier organizations are really going to be able to manage, and operate their edge infrastructure and application securely, efficiently, and at scale. >> Okay, so it is, first of all, I like the name. It is software, it's a software architecture. So presumably a lot of API capabilities. >> That's right. >> Integration. Is there hardware involved? >> Yeah, so of course you'll run it on a Dell infrastructure. We'll be able to do both infrastructure orchestration through the platform, but as well as application orchestration. And you know, really there's a handful of key drivers that have been really pushing our customers to take on and look at building a better way to do the edge with Project Frontier. And I think I would just highlight a handful of them. You know, freedom of choice. We definitely see this as an open ecosystem out there even more so at the Edge than any other part of the IT stack. You know, being able to provide that freedom of choice for software applications or IoT frameworks, operational technology, or OT for any of their edge use cases, that's really, really important. Another key area that we're helping to solve with Project Frontier is, you know, being able to expect zero trust security across all their Edge applications, from design to deployment, you know, and of course backed by a secure supply chain is really, really important to customers. And then getting that greater efficiency and reliability of operations with a centralized management through Project Frontier and Zero Touch deployments. You know, one of the biggest challenges especially when you get out to the far, far reach of the Frontier, is really IT resources and being able to have that IT expertise. And we built in an enormous amount of automation to help streamline the Edge deployments where you might be deploying a single-edge solution which is highly unlikely, or hundreds or thousands, which is becoming more and more likely. So Dave, we do think Project Frontier is the right Edge platform for customers to build their Edge applications on now, and certain, excuse me, certainly and into the future. >> Yeah. Sam, no truck rolls. I like it. (laughing) And you, you mentioned, you mentioned Zero trust. So we have Mother's Day, you know, we have Father's Day. The kids always ask, "When's Kids' day?" And we of course we say, "Every day is Kids' Day," and every day should be Cybersecurity Awareness Day. So, (laughs) but we have Cybersecurity Awareness Month. What does it mean for Dell? What are you hearing from customers and how are you responding? >> Yeah, yeah. No, there isn't a more prevalent top-of-mind conversation, whether it's the boardroom or the IT departments, or every company is really have been forced to reckon with the cyber security and ransom secure issues out there. You know, every decision in IT department makes, impacts your security profile. Those decisions can certainly, positively, hopefully impact it, but also can negatively impact it, as well. So, data security is really not a new area of focus for Dell. It's been an area that we've been focused on for a long time. But there are really three core elements to cybersecurity and data security as we go forward. The first is really setting the foundation of trust is really, really important across any IT system and having the right supply chain and the right partner to partner with to deliver that. It's kind of the foundation in step one. Second, you need to, of course, go with technology that is trustworthy. It doesn't mean you are putting it together correctly. It means that you're essentially assembling the right piece parts together, that coexist together in the right way. You know, to truly change that landscape of the attackers out there that are going to potentially create risk for your environment, we are definitely pushing and helping to embrace the zero trust principles and architectures that are out there. So finally, while when you think about security it certainly is not absolute all correct. Security architectures assume that, you know, there are going to be challenges, there are going to be pain points, but you've got to be able to plan for recovery. And I think that's the holistic approach that we're taking with Dell. >> Well, and I think too, it's obviously security is a complicated situation. Now with cloud you've got, you know, shared responsibility models, you got that multi-cloud, you got that across clouds, you're asking developers to do more. So I think the key takeaway is as a security pro, I'm looking for my technology partner through their R&D and their, you mentioned, supply chain processes to take that off my plate so I can go plug holes elsewhere. Okay. Sam, put a bow- >> That's right. >> on Dell Technology Summit for us and give us your closing thoughts. >> Yeah, look, I think we're at a transformative point in IT. You know, customers are moving more and more quickly to multi-cloud environments. They're looking to consume IT in different ways, such as as a service. A lot of customers, Edge is new and an untapped opportunity for them to get closer to their customers and to their data. And of course there's more and more cyber threats out there every day. You know, our customers when we talk with them, they really want simple, consistent infrastructure options that are built on an open ecosystem that allows them to accomplish their goals quickly and successfully. And look, I think at Dell we've got the right strategy we've got the right portfolio. We are the trusted partner of choice to help them lead their future transformations into the future. So, Dave, look, I think it's, it's absolutely one of the most exciting times in IT, and I can't wait to see where it goes from here. >> Sam, always fun catching up with you. Appreciate your time. >> Thanks, Dave. >> All right. At Dell Tech World in Vegas this past year, one of the most interesting conversations I personally had was around hybrid work and the future of work, and the protocols associated with that, and the mindset of, you know, the younger generation. And that conversation was with Jenn Saavedra, and we're going to speak to Jenn about this and other people and culture topics. Keep it right there. You're watching The Cube's exclusive coverage of Dell Technology Summit 2022. (bright music)

Published Date : Oct 5 2022

SUMMARY :

and the momentum around those. What's the update? And then finally I would say, you know, VMware of course, you know, top partner. And what's this new the game has got to change. of all, I like the name. there hardware involved? of the Frontier, is really IT resources and how are you responding? and the right partner to to take that off my plate and give us your closing thoughts. that allows them to accomplish their goals Sam, always fun catching up with you. and the mindset of, you

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Amanda Adams, CrowdStrike | CrowdStrike Fal.Con 2022


 

>>Hi, we're back. We're watching, you're watching the cube coverage of Falcon 2022 live from the aria in Las Vegas, Dave Valante with Dave Nicholson and we, yes, folks, there are females in the cyber security industry. Amanda Adams is here. So the vice president of America Alliance at CrowdStrike. Thanks for coming on. >>Thank you so much for having me. >>We it's, it's fantastic to, to actually, as I was starting to wonder, but we >>Do have females in leadership. >>Wait, I'm just kidding. There are plenty of females here, but this cybersecurity industry in general, maybe if we have time, we can talk about that, but I wanna talk about the, the Alliance program, but before I do, yeah. You know, you, you got a nice career here at CrowdStrike, right? You've kind of seen the ascendancy, the rocket ship you've been on it for five years. Yep. So what's that been like? And if you had to put on the binoculars and look five years forward, what can you tell us in that 10 year span? Oh >>My goodness. What a journey it's been over the last five, six years. I've been with CrowdStrike almost six years and really starting with our first core group of partners and building out the alliances, seen obviously the transformation with our sales organization. And as we scaled, I think of our, of our technology. We started with, I think, two products at that time, we were focused on reinventing how our customers thought about NextGen AB but also endpoint detection response. From there, the evolution is really driving towards that cloud security platform, right? How our partners fit into that. And, and how we've evolved is it's not just resell. It's not just focusing on the margin and transactions. We really have focused on building the strategic relationships with our partners, but also our customers and fitting them in that better together story with that CrowdStrike platform. It's been the biggest shift. Yeah. >>And you've got that. The platform chops for that. It's just, I think you're up to 22 modules now. So you're not a point product. You guys make that, that, that point lot now in terms of the, the partners and the ecosystem, you know, it's, it's, it's good here. I mean, it's, this it's buzzing. I've said it's like service. I've said, number of times, it's like service. Now back in 2013, I was there now. They didn't have the down market, the SMB that you have that's right. And I think you you're gonna have an order. You got 20,000 customers. That's right. I predict CrowdStrike's gonna have 200,000. I, I'm not gonna predict when I need to think about that. But, but in thinking about the, the, the co your colleagues and the partners and the skill sets that have evolved, what's critical today. And, and, and what do you see as critical in the future? >>So from a skill set standpoint, if I'm a partner and engaging with CrowdStrike and our customers, if you think about, again, evolving away from just resell, we have eight routes to market. So while that may sound complicated, the way that I like to think about it is that we truly flex to our partners, go to market their business models of what works best for their organization, but also their customers. The way that they've changed, I think from a skillset standpoint is looking beyond just the technology from a platform, building a better together story with our tech Alliance partners or store, if thinking about the XDR Alliance, which we are focusing on, there's so much great value in bringing that to our customers from a skillset standpoint, beyond those services services, we've talked about every day. I know that this is gonna be a top topic for the week yesterday through our partner summit, George, our CEO, as well as Jim Cidel, that's really the opportunity as we expand in new modules. If you think about humo or log scale identity, and then cloud our partners play a critical role when it comes into the cloud migration deployment integration services, really, we're not gonna get bigger from a services organization. And that's where we need our partners to step in. >>Yeah. And, you know, we we've talked a lot about XDR yeah. Already in day one here. Yeah. With, with the X extending into other areas. That's right. I think that services be, would become even more critical at that point, you know, as you spread out into the, really the internet of things that's right. Especially all of the old things that are out there that maybe should be on the internet, but aren't yet. Yeah. But once they are security is important. So what are you doing in that arena from a services perspective to, to bolster that capability? Is it, is it, is it internally, or is it through partners generally? >>It's definitely, I think we look to our partners to extend beyond the core of what we do. We do endpoint really well, right? Our services is one of the best in the business. When you look at instant response, our proactive services, supporting our customers. If you think to XDR of integration, building out those connect air packs with our customers, building the alliances, we really do work with our partners to drive that successful outcome with our customers. But also too, I think about it with our tech alliances of building out the integration that takes a lot of effort and work. We have a great team internally, which will help guide those services to be, to be built. Right. You have to have support when you're building the integrations, which is great, but really from like a tech Alliance and store standpoint, looking to add use cases, add value to more store apps for our customers, that's where we're headed. Right. >>What about developers? Do you see that as a component of the ecosystem in the future? Yeah, >>Without a doubt. I mean, I think that as our partner program evolves right now working with our, our developers, I mean, there's different personas that we work with with our customer standpoint, but from a partner working with them to build our new codes, the integration that's gonna be pretty important. >>So we were, we sort of tongue in cheek at the beginning of this interview yeah. With women in tech. And it's a, it's a topic that, on the cube that we've been very passionate about since day one yep. On the cube. So how'd you get in to this business? H how did your, your career progress, how did you get to where you are? >>You know, I have been incredibly fortunate to have connections, and I think it's who, you know, and your network, not necessarily what, you know, to a certain extent, you have to be smart to make it long term. Right. You have to have integrity. Do what you're saying. You're gonna do. I first started at Cisco and I had a connection of, it was actually a parent of somebody I grew up with. And they're like, you would fit in very nicely to Cisco. And I started with their channel marketing team, learned a ton about the business, how to structure, how to support. And that was the first step into technology. If you would've asked me 20 years ago, what did I wanna do? I actually wanted to be a GM of an organization. And I was coming outta I come on, which is great, which I'm, it really is right up. >>If you knew me, you're like, that actually makes a lot of sense. But coming outta college, I had an opportunity. I was interviewing with the golden state warriors in California, and I was interviewing with Cisco and that I had two ops and I was living in San Jose at the time. The golden state warriors of course paid less. It was a better opportunity in sales, but it was obviously where I wanted to go from athletics. And I grew up in athletics, playing volleyball. Cisco paid me more, and it was in San Jose. And really the, the golden state warriors seemed that I was having that conversation. They said, one year community is gonna be awful. It's awful from San Jose to Oakland, but also too, like you have more money on the table. Go take that. And so I could have very much ended up in athletics, most likely in the back office, somewhere. Like I would love that. And then from there, I went from Cisco. I actually worked for a reseller for quite some time, looking at, or selling into Manhattan when I moved from California to Manhattan, went to tenable. And that was when I shifted really into channel management. I love relationships, getting snow people, building partnerships, seeing that long term, that's really where I thrive. And then from there came to CrowdStrike, which in itself has been an incredible journey. I bet. Yeah. >>Yeah. I think there's an important thread there to pull on. And that is, we, we put a lot of emphasis on stem, which people, some sometimes translate into one thing, writing code that's right. There are, but would you agree? There are many, many, many opportunities in tech that aren't just coding. >>Absolutely. >>And I think I, as a father of three daughters, it's, it's a message that I have shared with them. Yeah. They are not interested in the coding part of things, but still, they need to know that there are so many opportunities and, and it's always, sometimes it's happenstance in terms of finding the opportunity in your case, it was, you know, cosmic connection that's right. But, but that's, you know, that's something that we can foster is that idea that it's not just about the hardcore engineering and coding aspect, it's business >>That's right. So if, if there was one thing that I can walk away from today is I say that all the time, right? If you look at CrowdStrike in our mission, we really don't have a mission statement. We stop breaches every single day. When I come to work and I support our partners, I'm not super technical. I obviously know our technology and I, I enable and train our partners, but I'm not coding. Right. And I make an impact to our business, our partners, more importantly, our customers, every single day, we have folks that you can come from a marketing operations. There is legal, there's finance. I deal with folks all across the business that aren't super technical, but are making a huge impact. And I, I don't think that we talk about the opportunities outside of engineering with the broader groups. We talk about stem a lot, but within college, and I look to see like getting those early in career folks, either through an intern program could be sales, but too, if they don't like, like sales, then they shift into marketing or operations. It's a great way to get into the industry. >>Yeah. But I still think you gotta like tech to be in the tech business. Oh, you >>Do? Yeah. You do. I'm >>Not saying it's like deep down is like, not all of us, but a lot of us are kind of just, you know, well, at least you, >>At least you can't hate it. >>Right. Okay. But so women, 50% of the population, I think the stat is 17% in the technology. Yeah. Industry, maybe it's changed a little bit, but you know, 20% or, or less, why do you think that is? >>I, you know, I always go back to within technology, people hire from their network and people that they know, and usually your network are people that are very like-minded or similar to you. I have referred females into CrowdStrike. It's a priority of mine. I also have a circle that is also men, but also too, if you look at the folks that are hired into CrowdStrike, but also other technology companies, that's the first thing that I go to also too. I think it's a little bit intimidating. Right. I have a very strong personality and I'm very direct, but also too, like I can keep up with our industry when it comes to that stereotypes essentially. And some people maybe are introverted and they're not quite sure where they fit in. Right. Whether it's marketing operations, et cetera. So they, they're not sure of the opportunities or even aware of where to get started. You know what I mean? >>Yeah. I mean, I think there is a, a, a stereotype today, but I'm not sure why it's, is it unique to the, to the technology industry? No. Is it not? Right? It happens >>Thinking, I mean, there's so many industries where healthcare, >>Maybe not so much. Right. Because you know, >>You have nurses versus doctors. I feel like that is flipped. >>Yeah. That's true. Nurses versus doctors. Right. Well, I, I know a lot of women doctors though, but >>Yeah. That's kind of flipped. It's better. >>Yeah. Says >>Flipped over. Yeah. I think it's more women in medical school now, but than than men. But, >>And, and I do think in our industry, you know, when you look at companies like IBM, HPE, Cisco, Dell, and, and, and many others. Yeah. They are making a concerted effort for on round diversity. They typically have somebody who's in charge of diversity. They report, you know, maybe not directly to the CEO, but they certainly have a seat at the table. That's right. And you know, maybe you call it, oh, it's quotas. Maybe the, the old white guys feel, you know, a little slighted, whatever. It's like, nobody's crying for us. I mean, it's not like we got screwed. >>See, I know problema we can do this in Spanish. Oh, oh, >>Oh, you're not a old white guy. Sorry. We can do >>This in Spanish if you want. >>Okay. Here we go. So, no, but, but, but I, so I do think that, that the industry in general, I talked to John Chambers about this recently and he was like, look, we gotta do way better. And I don't disagree with that. But I think that, I think the industry is doing better, but I wonder if like a rocket ship company, like CrowdStrike who has so many other things going on, you know, maybe they gotta get you a certain size. I mean, you've reached escape velocity. You're doing obviously a lot of corporate, you know, good. Yeah. You know, and, and, and, and we just had earlier on we, you know, motor motor guides was very cool. Yeah. So maybe it's a maturity thing. Maybe these larger companies with you crowd size $40 billion market cap, but maybe the, the hundred plus billion dollar market cap companies. I don't know. I don't know. You guys got a bigger market cap than Dell. So >>I, I don't think it's necessarily related to market cap. I think it's the size of the organization of how many roles are open that we currently write. So we're at just over 6,000 employees. If you look at Cisco, how many thousands of employees they have there's >>Right. Maybe a hundred thousand employees. >>That's right. There's >>More opportunities. How many, what's a headcount of crowd strike >>Just over 6,000, >>6,000. So, okay. But >>If you think about the, the areas of opportunity for advancement, and we were talking about this earlier, when you look at early and career or entry level, it's actually quite, even right across the Americas of, we do have a great female population. And then as progression happens, that's where it, it tees off from a, a female in leadership. And we're doing, we're focusing on that, right? Under JC Herrera's leadership, as well as with George. One of the things that I always think is important though, is that you're mindful as, as the female within the organization and that you're out seeking somebody, who's not only a mentor, but is a direct champion for you when you're not in the room. Right. This is true of CrowdStrike. It's true of every organization. You're not gonna be aware of the opportunities as the roles are being created. And really, as the roles are being created, they probably have somebody in mind. Right. And so if you have somebody that's in that room says, you know what, Amanda Adams would be perfect for that. Let's go talk to her about it. You have to have somebody who's your champion. Yeah. >>There there's, there's, there's a saying that 80% of the most important moments in your life happen in your absence. Yeah. And that's exactly right. You know, when they're, when someone needs to be there to champion, you, >>Did that happen for you? >>Yes. I have a very strong champion. >>So I mean, I, my observation is if, if you are a woman in tech and you're in a senior leadership position, like you are, or you're a, you're a general manager or a P and L manager or a CEO, you have to be so incredibly talented because all things being equal, maybe it's changing somewhat in some of those companies I talked about, but for the last 30 years, all takes be equal. A, a, a woman is gonna lose out to a man who is as qualified. And, and I think that's maybe slowly changing. Maybe you agree with that, maybe you don't. And maybe that's, some people think that's unfair, but you know, think about people of color. Right. They, they, they, they grew up with less op opportunities for education. And this is just the statistics that's right. Right. So should society overcompensate for that? I personally think, yes, the, the answer is just, they should, there should still be some type of meritocracy that's right. You know, but society has a responsibility to, you know, rise up all ships. >>I think there's a couple ways that you can address that through Falcon funds, scholarship programs, absolutely. Looking at supporting folks that are coming outta school, our internship program, providing those opportunities, but then just being mindful right. Of whether or not you publish the stats or not. We do have somebody who's responsible for D I, within CrowdStrike. They are looking at that and at least taking that step to understand what can we do to support the advancement across minorities. But also women is really, really important. >>Did you not have a good educational opportunity when you were growing up where you're like you had to me? Yeah, no, seriously, >>No. Seriously. I went to pretty scary schools. Right. >>Okay. So you could have gone down a really bad path. >>I, a lot of people that I grew up with went down really, really bad paths. I think the inflection point at, at least for me what the inflection point was becoming aware of this entire universe. Yeah. I was, I was headed down a path where I wasn't aware that any of this existed, when I got out of college, they were advertising in the newspaper for Cisco sales engineers, $150,000 a year. We will train. I'm a smart guy. I had no idea what that meant. Right. I could have easily gone and gotten one of those jobs. It was seven or eight years before I intersected with the tech world again. And so, you know, kind of parallel with your experience with you had someone randomly, it's like, you'd be great at Cisco. Yeah. But if, if you're not around that, and so you take people in different communities who are just, this might as well be a different planet. Yes. Yeah. The idea of eating in a restaurant where someone is serving you, food is uncomfortable, right? The idea of checking into a hotel, the idea of flying somewhere on an airplane, we talk about imposter syndrome. That's right. There are deep seated discomfort levels that people have because they just, this is completely foreign, but >>You're saying you could have foreign, you could have gone down a path where selling drugs or jacking cars was, was, was lucrative. >>I had, I had, yeah. I mean, we're getting, we're getting like deep into societal things. I was, I was very lucky. My parents were very, very young, but they're still together to this day. I had loving parents. We were very, very poor. We were surrounded by really, really, really bad stuff. So. >>Okay. So, so, okay. So this, >>I, I don't, I don't compare my situation to others. >>White woman. That's I guess this is my point. Yeah. The dynamic is different than, than a kid who grew up in the inner city. Yes. Right. And, and, and they're both important to address, but yeah. I think you gotta address them in different ways. >>Yes. But if they're, but if they're both completely ignorant of this, >>They don't know it. So it's lack of >>A, they'll never be here. >>You >>Never be here. And it's such a huge, this is such a huge difference from the rest of the world and from the rest, from the rest of our economy. >>So what would you tell a young girl? My daughters, aren't interested in tech. They want to go into fashion or healthcare, whatever Dave's daughters maybe would be a young girl, preteen, maybe teen interested in, not sure which path, why tech, what would advice would you give? >>I think just understanding what you enjoy about life, right? Like which skills are you great at? What characteristics about roles and not really focusing on a specific product. Definitely not cybersecurity versus like the broader network. I mean, literally what do you enjoy doing? And then the roles of, you know, from the skillset that's needed, whether that be marketing, and then you can start to dive into, do I wanna support marketing for a corporate environment for retail, for technology like that will come and follow your passion, which I know is so easy to say, right? But if you're passionate about certain things, I love relationships. I think that holding myself from integrity standpoint, leading with integrity, but building strong relationships on trust, that's something I take really pride in and what I get enjoyment with. It's >>Obviously your superpower. >>It, >>It is. >>But >>Then it will go back to OST too, just being authentic in the process of building those relationships, being direct to the transparency of understanding, like again, knowing what you're good at and then where you can fit into an organization, awareness of technology opportunities, I think will all lend that to. But I also wouldn't worry, like when I was 17 year old, I, I thought I would be playing volleyball in college and then going to work for a professional sports team. You know, life works out very differently. Yeah. >>Right. And then, and for those of you out there, so I love that. Thank you for that great interview. Really appreciate letting us go far field for those of you might say, well, I don't know, man. I don't know what my passion is. I'll give you a line from my daughter, Alicia, you don't learn a lot for your kids. She said, well, if you don't know what your passion is, follow your curiosity. That's great. There you go. Amanda Adams. Thanks so much. It was great to have you on. Okay. Thank you. Keep it right there. We're back with George Kurtz. We're to the short break. Dave ante, Dave Nicholson. You watching the cube from Falcon 22 in Las Vegas.

Published Date : Sep 21 2022

SUMMARY :

So the vice president of America Alliance And if you had to put on the binoculars and look five years forward, what can you tell us in that 10 year I think, two products at that time, we were focused on reinventing how our customers thought about NextGen AB And I think you you're gonna have an order. I know that this is gonna be a top topic I think that services be, would become even more critical at that point, you know, I think about it with our tech alliances of building out the integration that takes a lot of effort and work. I mean, I think that as our partner program evolves right now working So how'd you get in to this business? And I started with their channel marketing team, learned a ton about the business, from San Jose to Oakland, but also too, like you have more money on the table. There are, but would you agree? And I think I, as a father of three daughters, it's, it's a message that I have shared with And I make an impact to our business, our partners, more importantly, our customers, Oh, you I'm Industry, maybe it's changed a little bit, but you know, 20% or, I, you know, I always go back to within technology, people hire from their network and people that they to the, to the technology industry? Because you know, I feel like that is flipped. Well, I, I know a lot of women doctors though, It's better. But, And, and I do think in our industry, you know, when you look at companies like IBM, HPE, See, I know problema we can do this in Spanish. Oh, you're not a old white guy. And I don't disagree with that. I think it's the size of the organization of how many roles are Right. That's right. How many, what's a headcount of crowd strike But And so if you have somebody that's in that room And that's exactly right. You know, but society has a responsibility to, you know, rise up all ships. I think there's a couple ways that you can address that through Falcon funds, scholarship programs, absolutely. I went to pretty scary schools. you know, kind of parallel with your experience with you had someone randomly, it's like, You're saying you could have foreign, you could have gone down a path where selling drugs or jacking cars was, was, I mean, we're getting, we're getting like deep into societal things. So this, I think you gotta address them in different ways. So it's lack of And it's such a huge, this is such a huge difference from the rest So what would you tell a young girl? I think just understanding what you enjoy about life, right? then where you can fit into an organization, awareness of technology opportunities, And then, and for those of you out there, so I love that.

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Digging into HeatWave ML Performance


 

(upbeat music) >> Hello everyone. This is Dave Vellante. We're diving into the deep end with AMD and Oracle on the topic of mySQL HeatWave performance. And we want to explore the important issues around machine learning. As applications become more data intensive and machine intelligence continues to evolve, workloads increasingly are seeing a major shift where data and AI are being infused into applications. And having a database that simplifies the convergence of transaction and analytics data without the need to context, switch and move data out of and into different data stores. And eliminating the need to perform extensive ETL operations is becoming an industry trend that customers are demanding. At the same time, workloads are becoming more automated and intelligent. And to explore these issues further, we're happy to have back in theCUBE Nipun Agarwal, who's the Senior Vice President of mySQL HeatWave and Kumaran Siva, who's the Corporate Vice President Strategic Business Development at AMD. Gents, hello again. Welcome back. >> Hello. Hi Dave. >> Thank you, Dave. >> Okay. Nipun, obviously machine learning has become a must have for analytics offerings. It's integrated into mySQL HeatWave. Why did you take this approach and not the specialized database approach as many competitors do right tool for the right job? >> Right? So, there are a lot of customers of mySQL who have the need to run machine learning on the data which is store in mySQL database. So in the past, customers would need to extract the data out of mySQL and they would take it to a specialized service for running machine learning. Now, the reason we decided to incorporate machine learning inside the database, there are multiple reasons. One, customers don't need to move the data. And if they don't need to move the data, it is more secure because it's protected by the same access controlled mechanisms as rest of the data There is no need for customers to manage multiple services. But in addition to that, when we run the machine learning inside the database customers are able to leverage the same service the same hardware, which has been provisioned for OTP analytics and use machine learning capabilities at no additional charge. So from a customer's perspective, they get the benefits that it is a single database. They don't need to manage multiple services. And it is offered at no additional charge. And then as another aspect, which is kind of hard to learn which is based on the IP, the work we have done it is also significantly faster than what customers would get by having a separate service. >> Just to follow up on that. How are you seeing customers use HeatWaves machine learning capabilities today? How is that evolving? >> Right. So one of the things which, you know customers very often want to do is to train their models based on the data. Now, one of the things is that data in a database or in a transaction database changes quite rapidly. So we have introduced support for auto machine learning as a part of HeatWave ML. And what it does is that it fully automates the process of training. And this is something which is very important to database users, very important to mySQL users that they don't really want to hire or data scientists or specialists for doing training. So that's the first part that training in HeatWave ML is fully automated. Doesn't require the user to provide any like specific parameters, just the source data and the task which they want to train. The second aspect is the training is really fast. So the training is really fast. The benefit is that customers can retrain quite often. They can make sure that the model is up to date with any changes which have been made to their transaction database. And as a result of the models being up to date, the accuracy of the prediction is high. Right? So that's the first aspect, which is training. The second aspect is inference, which customers run once they have the models trained. And the third thing, which is perhaps been the most sought after request from the mySQL customers is the ability to provide explanations. So, HeatWave ML provides explanations for any model which has been generated or trained by HeatWave ML. So these are the three capabilities- training, inference and explanations. And this whole process is completely automated, doesn't require a specialist or a data scientist. >> Yeah, that's nice. I mean, training obviously very popular today. I've said inference I think is going to explode in the coming decade. And then of course, AI explainable AI is a very important issue. Kumaran, what are the relevant capabilities of the AMD chips that are used in OCI to support HeatWave ML? Are they different from say the specs for HeatWave in general? >> So, actually they aren't. And this is one of the key features of this architecture or this implementation that is really exciting. Um, there with HeatWave ML, you're using the same CPU. And by the way, it's not a GPU, it's a CPU for both for all three of the functions that Nipun just talked about- inference, training and explanation all done on CPU. You know, bigger picture with the capabilities we bring here we're really providing a balance, you know between the CPU cores, memory and the networking. And what that allows you to do here is be able to feed the CPU cores appropriately. And within the cores, we have these AVX instruc... extensions in with the Zen 2 and Zen 3 cores. We had AVX 2, and then with the Zen 4 core coming out we're going to have AVX 512. But we were able to with that balance of being able to bring in the data and utilize the high memory bandwidth and then use the computation to its maximum we're able to provide, you know, build pride enough AI processing that we are able to get the job done. And then we're built to build a fit into that larger pipeline that that we build out here with the HeatWave. >> Got it. Nipun you know, you and I every time we have a conversation we've got to talk benchmarks. So you've done machine learning benchmarks with HeatWave. You might even be the first in the industry to publish you know, transparent, open ML benchmarks on GitHub. I mean, I, I wouldn't know for sure but I've not seen that as common. Can you describe the benchmarks and the data sets that you used here? >> Sure. So what we did was we took a bunch of open data sets for two categories of tasks- classification and regression. So we took about a dozen data sets for classification and about six for regression. So to give an example, the kind of data sets we used for classifications like the airlines data set, hex sensors bank, right? So these are open data sets. And what we did was for on these data sets we did a comparison of what would it take to train using HeatWave ML? And then the other service we compared with is that RedShift ML. So, there were two observations. One is that with HeatWave ML, the user does not need to provide any tuning parameters, right? The HeatWave ML using RML fully generates a train model, figures out what are the right algorithms? What are the right features? What are the right hyper parameters and sets, right? So no need for any manual intervention not so the case with Redshift ML. The second thing is the performance, right? So the performance of HeatWave ML aggregate on these 12 data sets for classification and the six data sets on regression. On an average, it is 25 times faster than Redshift ML. And note that Redshift ML in turn involves SageMaker, right? So on an average, HeatWave ML provides 25 times better performance for training. And the other point to note is that there is no need for any human intervention. That's fully automated. But in the case of Redshift ML, many of these data sets did not even complete in the set duration. If you look at price performance, one of the things again I want to highlight is because of the fact that AMD does pretty well in all kinds of workloads. We are able to use the same cluster users and use the same cluster for analytics, for OTP or for machine learning. So there is no additional cost for customers to run HeatWave ML if they have provision HeatWave. But assuming a user is provisioning a HeatWave cluster only to run HeatWave ML, right? That's the case, even in that case the price performance advantage of HeatWave ML over Redshift ML is 97 times, right? So 25 times faster at 1% of the cost compared to Redshift ML And all these scripts and all this information is available on GitHub for customers to try to modify and like, see, like what are the advantages they would get on their workloads? >> Every time I hear these numbers, I shake my head. I mean, they're just so overwhelming. Um, and so we'll see how the competition responds when, and if they respond. So, but thank you for sharing those results. Kumaran, can you elaborate on how the specs that you talked about earlier contribute to HeatWave ML's you know, benchmark results. I'm particularly interested in scalability, you know Typically things degrade as you push the system harder. What are you seeing? >> No, I think, I think it's good. Look, yeah. That's by those numbers, just blow me, blow my head too. That's crazy good performance. So look from, from an AMD perspective, we have really built an architecture. Like if you think about the chiplet architecture to begin with, it is fundamentally, you know, it's kind of scaling by design, right? And, and one of the things that we've done here is been able to work with, with the HeatWave team and heat well ML team, and then been able to, to within within the CPU package itself, be able to scale up to take very efficient use of all of the course. And then of course, work with them on how you go between nodes. So you can have these very large systems that can run ML very, very efficiently. So it's really, you know, building on the building blocks of the chiplet architecture and how scaling happens there. >> Yeah. So it's you're saying it's near linear scaling or essentially. >> So, let Nipun comment on that. >> Yeah. >> Is it... So, how about as cluster sizes grow, Nipun? >> Right. >> What happens there? >> So one of the design points for HeatWave is scale out architecture, right? So as you said, that as we add more data set or increase the size of the data, or we add the number of nodes to the cluster, we want the performance to scale. So we show that we have near linear scale factor, or nearly near scale scalability for SQL workloads in the case of HeatWave ML, as well. As users add more nodes to the cluster so the size of the cluster the performance of HeatWave ML improves. So I was giving you this example that HeatWave ML is 25 times faster compared to Redshift ML. Well, that was on a cluster size of two. If you increase the cluster size of HeatWave ML to a larger number. But I think the number is 16. The performance advantage over Redshift ML increases from 25 times faster to 45 times faster. So what that means is that on a cluster size of 16 nodes HeatWave ML is 45 times faster for training these again, dozen data sets. So this shows that HeatWave ML skills better than the computation. >> So you're saying adding nodes offsets any management complexity that you would think of as getting in the way. Is that right? >> Right. So one is the management complexity and which is why by features like last customers can scale up or scale down, you know, very easily. The second aspect is, okay What gives us this advantage, right, of scalability? Or how are we able to scale? Now, the techniques which we use for HeatWave ML scalability are a bit different from what we use for SQL processing. So in the case of HeatWave ML, they really like, you know, three, two trade offs which we have to be careful about. One is the accuracy. Because we want to provide better performance for machine learning without compromising on the accuracy. So accuracy would require like more synchronization if you have multiple threads. But if you have too much of synchronization that can slow down the degree of patterns that we get. Right? So we have to strike a fine balance. So what we do is that in HeatWave ML, there are different phases of training, like algorithm selection, feature selection, hyper probability training. Each of these phases is analyzed. And for instance, one of the ways techniques we use is that if you're trying to figure out what's the optimal hyper parameter to be used? We start up with the search space. And then each of the VMs gets a part of the search space. And then we synchronize only when needed, right? So these are some of the techniques which we have developed over the years. And there are actually paper's filed, research publications filed on this. And this is what we do to achieve good scalability. And what that results to the customer is that if they have some amount of training time and they want to make it better they can just provision a larger cluster and they will get better performance. >> Got it. Thank you. Kumaran, when I think of machine learning, machine intelligence, AI, I think GPU but you're not using GPU. So how are you able to get this type of performance or price performance without using GPU's? >> Yeah, definitely. So yeah, that's a good point. And you think about what is going on here and you consider the whole pipeline that Nipun has just described in terms of how you get you know, your training, your algorithms And using the mySQL pieces of it to get to the point where the AI can be effective. In that process what happens is you have to have a lot of memory to transactions. A lot of memory bandwidth comes into play. And then bringing all that data together, feeding the actual complex that does the AI calculations that in itself could be the bottleneck, right? And you can have multiple bottlenecks along the way. And I think what you see in the AMD architecture for epic for this use case is the balance. And the fact that you are able to do the pre-processing, the AI, and then the post-processing all kind of seamlessly together, that has a huge value. And that goes back to what Nipun was saying about using the same infrastructure, gets you the better TCO but it also gets you gets you better performance. And that's because of the fact that you're bringing the data to the computation. So the computation in this case is not strictly the bottleneck. It's really about how you pull together what you need and to do the AI computation. And that is, that's probably a more, you know, it's a common case. And so, you know, you're going to start I think the least start to see this especially for inference applications. But in this case we're doing both inference explanation and training. All using the the CPU in the same OCI infrastructure. >> Interesting. Now Nipun, is the secret sauce for HeatWave ML performance different than what we've discussed before you and I with with HeatWave generally? Is there some, you know, additive engine additive that you're putting in? >> Right? Yes. The secret sauce is indeed different, right? Just the way I was saying that for SQL processing. The reason we get very good performance and price performance is because we have come up with new algorithms which help the SQL process can scale out. Similarly for HeatWave ML, we have come up with new IP, new like algorithms. One example is that we use meta-learn proxy models, right? That's the technique we use for automating the training process, right? So think of this meta-learn proxy models to be like, you know using machine learning for machine learning training. And this is an IP which we developed. And again, we have published the results and the techniques. But having such kind of like techniques is what gives us a better performance. Similarly, another thing which we use is adaptive sampling that you can have a large data set. But we intelligently sample to figure out that how can we train on a small subset without compromising on the accuracy? So, yes, there are many techniques that you have developed specifically for machine learning which is what gives us the better performance, better price performance, and also better scalability. >> What about mySQL autopilot? Is there anything that differs from HeatWave ML that is relevant? >> Okay. Interesting you should ask. So mySQL Autopilot is think of it to be an application using machine learning. So mySQL Autopilot uses machine learning to automate various aspects of the database service. So for instance, if you want to figure out that what's the right partitioning scheme to partition the data in memory? We use machine learning techniques to figure out that what's the right, the best column based on the user's workload to partition the data in memory Or given a workload, if you want to figure out what is the right cluster size to provision? That's something we use mySQL autopilot for. And I want to highlight that we don't aware of any other database service which provides this level of machine learning based automation which customers get with mySQL Autopilot. >> Hmm. Interesting. Okay. Last question for both of you. What are you guys working on next? What can customers expect from this collaboration specifically in this space? Maybe Nipun, you can start and then Kamaran can bring us home. >> Sure. So there are two things we are working on. One is based on the feedback we have gotten from customers, we are going to keep making the machine learning capabilities richer in HeatWave ML. That's one dimension. And the second thing is which Kamaran was alluding to earlier, We are looking at the next generation of like processes coming from AMD. And we will be seeing as to how we can more benefit from these processes whether it's the size of the L3 cache, the memory bandwidth, the network bandwidth, and such or the newer effects. And make sure that we leverage the all the greatness which the new generation of processes will offer. >> It's like an engineering playground. Kumaran, let's give you the final word. >> No, that's great. Now look with the Zen 4 CPU cores, we're also bringing in AVX 512 instruction capability. Now our implementation is a little different. It was in, in Rome and Milan, too where we use a double pump implementation. What that means is, you know, we take two cycles to do these instructions. But the key thing there is we don't lower our speed of the CPU. So there's no noisy neighbor effects. And it's something that OCI and the HeatWave has taken full advantage of. And so like, as we go out in time and we see the Zen 4 core, we can... we see up to 96 CPUs that that's going to work really well. So we're collaborating closely with, with OCI and with the HeatWave team here to make sure that we can take advantage of that. And we're also going to upgrade the memory subsystem to get to 12 channels of DDR 5. So it should be, you know there should be a fairly significant boost in absolute performance. But more important or just as importantly in TCO value for the customers, the end customers who are going to adopt this great service. >> I love their relentless innovation guys. Thanks so much for your time. We're going to have to leave it there. Appreciate it. >> Thank you, David. >> Thank you, David. >> Okay. Thank you for watching this special presentation on theCUBE. Your leader in enterprise and emerging tech coverage.

Published Date : Sep 14 2022

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And eliminating the need and not the specialized database approach So in the past, customers How are you seeing customers use So one of the things of the AMD chips that are used in OCI And by the way, it's not and the data sets that you used here? And the other point to note elaborate on how the specs And, and one of the things or essentially. So, how about as So one of the design complexity that you would So in the case of HeatWave ML, So how are you able to get And the fact that you are Nipun, is the secret sauce That's the technique we use for automating of the database service. What are you guys working on next? And the second thing is which Kamaran Kumaran, let's give you the final word. OCI and the HeatWave We're going to have to leave it there. and emerging tech coverage.

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Chase Doelling, Jumpcloud | AWS Startup Showcase S2 E4 | Cybersecurity


 

>>Hey everyone. Welcome to the cubes presentation of the AWS startup showcase. This is season two, episode four of our ongoing series that features exciting startups within the AWS ecosystem. This episode's theme, cybersecurity protect and detect against threats. I'm your host, Lisa Martin, and I'm pleased to welcome back. One of our alumni chase joins me the principal strategist at jump cloud chase. It's great to have you back on the >>Perfect Michael, thank you so much for having me again, >>Tell the audience just a little quick refresher on jump cloud, open directory platform. We just give them that little bit of context. >>You bet. So jump cloud provides an open directory platform and what we mean by that is we help manage all of your employees, identities, the devices that they operate on, and then all the access that they need in order to get their work done in a modern it environment. >>So from a target, a market segment perspective, this is really targeted at small medium enterprise SMEs managed security providers. MSPs, talk to me a little bit about that and some of the what's in it for me, for those folks. >>Yeah, absolutely. And when we are thinking about specifically within that market, so small, medium enterprises and the it, or the managed service providers that help support those organizations, there's a lot of different technologies that you use in order to make sure that you have a secure organization. And within that group specifically, there's a lot less of a luxury right of an enterprise budget or kind of all these different personnel that you might have available to you. And it's really kind of down to maybe one team or just a couple folks or just one person wearing a lot of different hats. And so we've designed the open directory platform to help accommodate for a lot of those different pieces where we're bringing in multiple different types of technologies from identity access management, device management and MDM, MFA access through single sign on all of those different pieces and more that help kind of come into one platform. >>So not only do you have all the technology there at your disposable, but also all the visibility and analytics of folks that are getting in and just trying to get their job done. But now all of those pieces are, are consolidated into one platform and it really helps support a lot of those organizations, right? And keep in mind, you know, small, medium businesses are the most common businesses, not everyone's coming in from an enterprise. And so here we're able to layer on levels of security and making sure that you have best practices, no matter what size you're operating in. >>So consolidating it management, securing employees, access to a variety of it. Resources is really kind of in a nutshell. >>Absolutely. And just making sure that you're combining that combination of securely accessing all the things that you need, but also making sure that from an end user perspective, it's really easy and you have all those things kind of built in from the get go. >>So how are SSEs and MSPs leveraging jump cloud right now? What are some of the outcomes that you are helping them to achieve? Anything stand out to you? >>I think there's a couple different areas that we help support organizations. One is you can think about just the whole employee life cycle. So when, when someone joins an organization from onboarding, you know, where does that identity come from? How can we make sure that they're productive, you know, effective human beings as they come into it, but then the whole life cycle, as they're accessing or changing resources within their role, all the way to the end, where they might be leaving the organization and we can securely off board that person. And so that whole flow that you might have from an organization standpoint is one aspect. Another area is as companies continue to grow, they might be going after, you know, maybe audits, level compliance, other pieces that might help them grow. And there's a lot of layers that you need to think about or different types of technologies and processes to have those certifications and credentials. >>And so we help support those organizations again, by consolidating all those different technologies into one spot. It makes it a lot easier for people to get up to par in how they think that their security standards should be set within an organization. And finally too, I'd say just ease of mind. There's a lot of pieces when you're thinking about, you know, where people might be coming in from how do I get visibility into all those different aspects? And when you have all that under one roof, it adds a lot of, I'd say, you know, less mental stress in terms of one, how all those technologies should be working together effectively, also securely, but then also making sure that you have time in the day to tackle big projects and let some of the, let's say, run rate security out of the way. >>Yeah. That's really important to be able to assign resources that are able to make the biggest impact across the organization, moving things off the plate that are not necessary or more mundane twice a year. I understand jump cloud does a survey with SMEs where you really are aimed at understanding kind of where they are in the market today, their concerns, trends, challenges, budgets. Then I saw you just published results from a survey in June of 2022. Talk to me a little bit about the demographics of the survey, who, who are you talking to within SMEs? And then we can kind of crack open some of those really interesting findings that came out this year. >>Yeah. So we love to get a pulse check of what's happening within the industry, but specifically within that small, medium size, if you will. And so for that survey that we ran, we talked to 400 different roles, kind of that touch it from security. So from vice president of the CCSO all the way down to it, admins and anyone else in between, and we're really looking at organizations that had about 500 employees or less, cuz there's a lot of information out there, especially from the enterprise of, you know, Hey, here's best practices. Here's all the things that you can do. But for smaller organizations, it's not as clear cut or you have less of an understanding of what your peers might be going through or kind of what their concerns are. And so when we're running that survey, that's one thing that we like to keep in mind is it's really meant for organizations at that size because there's, there's some commonalities that you start to see in suss out. >>And it's not to say that those aren't the same concerns that the enterprise folks have as well, because a lot of the things that will come out, you know, they are security based say, Hey, what's top of mind, or what's kind of keeping you up at night. There were some clear indicators and especially well from kind of, as we do this survey, you know, every six months or kind of even year over year, you start to see some trends that are emerging. And so a, a lot of the big ones are, you know, ransomware software, vulnerability and network security. Those are kind of the top three aspects when we're looking at, Hey, what are specifics that are keeping you up? And those are easy to say because ransomware is obviously in the news. Even this week, there are three different organizations just kind of pick out. >>So brussel who does dental manufacturing, they had ransomware in trust, which is another cybersecurity organization. They were breached. But then also Fremont county here in Colorado as a government organization, all three of those were hit by ransomware. And you might not say, Hey, there's, you know, they're all kind of random and they're not put together, but under the hood really it's a lot of the same different technologies that are powering, how people get access into things. Do they have the right levels of credentials? Are there conditions set within that type of access, especially if it's privilege. And so you start to consolidate and bubble down all those different things that can lead up to those concerns. And then even on the software vulnerability side, Mac release, two different vulnerabilities this week. And so now it quickly becomes, okay, great. How can I make sure that my employees are using not only a secure device, but a secure device, that's up to date because it's a dynamic field as all of these things coming through. >>And these are a lot of the gotchas that can keep, you know, small, medium enterprises up at night because if something happens a security event like that, it could be a, you know, a career ending event, but also a company ending event. When you think about that. And so that becomes a really high level of importance because no one wants to see their name in the news, but it also takes a lot of different steps in order to create the layers that are necessary in order to achieve, you know, really solid round stand on for organization to do that. And so that's where we like to come in and help and making sure that a lot of those layers are actually easier to implement than you thought. And it's not this huge project, but you're doing it in a way that's conscious and also not really getting the way of kind of battling users or making sure that their experience is a nightmare as well in order to achieve these goals that you have as an organization, >>You bring up ransomware, it's become a household term that I think probably every generation alive right now in some form or fashion understands what it is to a, to some degree it's now security threats in general. Now no longer if we get hit, it's a matter of one. You gave three great examples of SMEs that were hit recently and organizations. We wouldn't think really them everybody's vulnerable. You talked about the different, you know, some of the, the concerns, software, vulnerable vulnerability, exploits, the use of unsecured networks, people, and this is so common using the same password across applications that SSEs and enterprises too are dealing with. They have to be able to lean on MSPs, for example, in the SME space to say, help us with these obvious vulnerabilities, we need to make sure that our employees are productive. They're working together. We can onboard and offboard people in a secure way. How did this survey uncover how SMEs are leaning more on MSPs to help solve some of those risks that you've talked about? >>I think one of the more interesting trends that we've seen is just the ability and the ramp for organizations to lean on managed service providers. You saw a lot of this during kind of the, the beginning of the pandemic or kind of this really shift to remote work where people kind of have this mentality of, okay, it might be a cost center and, and will have, but it it's always felt this importance to making sure that people are on site. They understand their culture. They understand the, the ways that the organization works. However, now, a lot more organizations are stepping back and saying, well, if I can't see anyone in the office or if there's only half or maybe 10% that are showing up, you know, are there other economies of scale almost that I can get from leveraging a managed service provider bringing in other expertise, right? >>And so it might be valuable to say, Hey, it's not only just managing my organization, but five others. And so now you can start to see and kind of lean on best practices that they've evolved over time. And I think one of the more interesting stats is we see that, you know, almost nine out of 10 organizations that we surveyed are either leveraging an MSP or have considered it. And one of those things that's actually pulling them back or some organizations say, Hey, I've looked at it, but I'm not quite ready to commit to outsourcing this section of my organization that, or kind of bringing in someone to manage it fully alongside with me almost in a co-managed type of environment is a third of 'em say, Hey, I, I don't know how secure the MSPs are themselves. How do they think about their own internal practices? >>And what does that look like? Because again, you, you're thinking about handing over the crown jewels over to someone and say, Hey, here's some of our, our most vulnerable or critical assets that we need to have secured and, and making sure that that's part of the organization. And so it's a, it's an honest conversation that a lot of owners have with MSPs and say, look, are, are you up to snuff, right? Because if something happens, sure, I might have one person to go after, or you might have SLAs that I can, I can go. But it still means me as an organization has been targeted. What does that look like in our types of relationship? And so a lot of the partners that we have on the jump outside, it's a very common conversation that they have with our clients and saying, walking them through and say, Hey, here's our, our security plan. >>Here's how we approach that. Here's all the different tools that we have at, at our disposal that are working alongside jump cloud in order to make sure that not only do you have good posture, I'd say good areas where the organization is set up for success, where you're thinking about not sharing passwords or there's password complexity, or there's other technologies like single sign on that, help reduce that. But in addition to what type of network scanning do you have available? What type of antivirus do you leverage? What are all the other pieces that create that holistic security structure? And so sometimes it's a lot easier for MSPs to deliver that and package it up instead of having, you know, an overburdened it, admin said, great, this is another project that I have to go through and think about and look at pricing and kind of other those components, because it helps speed up. I'd say your time to being more secure. And that's a really real conversation for organizations as they think about planning, as they think about budgets and what impact that might have on organization, making sure that employees can get work done. But we're also thinking about in a very secure mindset within the organization. >>That's so critical as we talked about every or every organization of every size in every industry is vulnerable. There's just no weight getting around it. These days. You talked about an interesting stat, about 90% of the SME surveyed some written we're yes, we're relying on MSV, but we still worry about security. Talk to me from the jump cloud, AWS perspective. How do you help though? That's cause that's a big number, the 90% of SMEs that are still concerned about security, how do you help them dial that down? >>I think it's really understanding, you know, you mentioned AWS, so what are the critical access and what are those points that look like that we need to get a handle on? And how can we make that easier? Cause I think one of the pieces that will often come at and say, Hey, we really wanna make this approach work. We really wanna make sure that when you, when you wake up and you need to get into Q and a environments or, or production or whatever, that might be, that it's a seamless experience, but we as an organization have visibility into what's going on and Hey, if you're getting promoted or your role is changing, we wanna make sure that those attributes or kind of those pieces that are associated to you and your identity are changing with it. And so making sure that there's this dynamic motion available to folks, as they start thinking about, you know, where a majority of their IP lives, it's no longer in some server closet and yes, it might still be on a, on a manufacturing floor, but it's those components that become the most critical for organizations you've heard, I'd say, you know, certainly within the last five years and probably even goes further back where a lot of traditional organizations say, Hey, we're a software company now we're, you know, kind of insert for innovation, making sure we can do that. >>And I think a lot of organizations are still going through that transition, but right behind it and what's coming next. And certainly a lot of organizations start to say, not only are we a software company, but we're a security company. And with that, that comes the mindset. Not only of here's how we tactically get into the things that we need to do our job, but the why behind it. And I think that's one of the elements that might be missing or is certainly one of, I know that we have a lie attainment kind of take that approach of, yes, we're gonna be implementing, we need to have your device passion updated because there's vulnerabilities. But for everyone else kind of on the end user side, it's like, well, okay, well why, why do we need to do that? And so by having that security first type of mentality, that allows everyone to be on the same page, play on the same team and making sure that when, you know, those requests are coming in both back and forth between end users and its security team, anyone else that might be involved within that process, you all understand that say, Hey, it's not, you know, it, it's not my job. >>It's everyone's job, right? We're all in this together because that's some of the parts where it can start to fall down too. You might have a team that has the best practices and in, you know, in intentions, but if the implementation and the follow through isn't bought in from everyone, then you're also playing against the speed of the organization to adopt it. And that's really the timeline that you're battling, especially when you're thinking about ransomware or someone who already might be in it is how can we help mitigate a lot of those different pieces. So by combining all those different elements into a thought process, into a mentality of being a security first organization, that's really kind of helps within the ripple effect all the way down into, you know, the critical resources like AWS. >>It has to be a holistic view. There's really no other choice these days. And it also has to be done in a timely fashion. What did, as we wrap up kind of talking about the survey here, what were some of the trends, the future trends it uncovered as we are still in a remote and distributed work environment. It probably always will be. We've seen challenges and everyone's mental health in terms of, of strapped resources. What did the survey uncover as to what these folks saw as future trends? >>So I'd say there's a, there's a couple, there there's a lot, but we'll break it down and say, I'd say three core trends that you saw across every organization that we talked to, including our own base of over 180,000 organizations that rely on gem cloud is, Hey, security is number one, right? And we we've talked to that about at length device management is another extension of that. I'm sorry, making sure that, Hey, this is the only piece of hardware I have from the company in front of me. I wanna make sure that I can manage secure it, make sure it's patched as well as we kind of operate in this dynamic and environment, making sure that we're resilient as an organization. And then I'd say finally, as those pieces start to evolve, there's still some organizations that are how trying to understand kind of truly manage what does hybrid and remote and kind of what does that look like for me as an organization? >>Cause I think we're now out of this panic mode and now organizations are now setting up. Okay, what are some of the long term structures as I think about that, and you hear a lot about too, from other organizations that are mandating folks to come back or okay. Maybe it's just a couple days a week or all of those decisions have impacts on the it organization. So that is very alive and well, I'd say one of the other pieces you mentioned mental health is that we are starting to understand a little bit more, you know, kind of who's behind the computer. Who's, who's behind the keyboard. What does the impact have for them? Because in this type of work environment as well, you know, it's still challenging to find really good talent. And so you might be strapped for resources. You might be the only person that's trying to implement these processes or the security protocol, or trying to help get us up into a good compliance posture, all of those different pieces kind of on it. >>And so you can start to think about man, how do I, how do I make progress? And I think that's one of the other pieces that is really important for folks kind of from that perspective is, you know, always understand that you're making progress, even though the, the tickets might be coming at you and you, there's never ending in sight. All those steps that you take for an organization are critically important. And so, and it's not always just a people answer cuz you might, might not be in the position to say, Hey, we need an extra five hands on this in order to make it done. It might have to be more of a conversation of, Hey, here are the pieces that we need to automate. Here are the business processes that we really need to think about in order to have a fundamental impact on what we can do. >>And then you can come back and say, great. And if we have this, it might actually look like one and a half people. You can't really hire a half person, but you come into those types of mentality with a really solid argument of here's what we need to have in order to make this happen. And I think too, getting that type of buy-in again, making sure, Hey, we are a security company after all, we're all in this together that allows everyone to kind of help pitch in because if you don't have that piece, then you know, everything can feel much more burdensome, right? And the level of burnout increases the, the level of mental health in general, across the teams that are acting as supporting functions for an organization, start to get burnout. And it might not always be as Hey, as important as, as revenue or Hey, we're getting this marketing campaign out, but it's this underwriting thing in terms of really, truly important infrastructure that the company needs to think about. >>And when you can involve all of those different pieces, then people feel like they can make a positive impact. They feel more empowered. They have, you know, emojis attached to tickets and say, Hey, it was so great to help you out today. And a lot of those I'd say interpersonal connections that you might be missing in a remote only type of world in organization. And so bringing all those little tidbits back into, you know, how to, how to be a good person, how to be a good human and how to make sure that there's some personality involved with it. And it's not just this ongoing process. I think there's a little bit of give and take, but that's one other thing that we've surfaced is really just understanding a better picture of who's implementing all these amazing things around the world. >>That's so important. There's so many different levers to the pull here where becoming a security company is concerned. Where can folks go to one chase, get the surveying two, some final thoughts. What, where can folks go to actually test out jump drive? >>Yeah, absolutely >>Jump out. Excuse me. >>So within everything that we talked about, some from various different technologies from identity management, device management, SSO, MFA, and many, many more. So you can go to jumpcloud.com, create a free organization. It's free up to 10 users, 10 devices. So even for really small organizations, even if you're a startup, we can help leverage enterprise grade security technology for you to implement as well as more detailed on the reports. And so if you wanna get a better sense of kind of how we look at the world types of information that we can bring back and making sure that you're learning from your peers and how to implement and put your best foot forward within the organization, we always have a ton of amazing resources and content that really looks at, you know, who's doing the work. Why are they doing the work? And how is that work impactful within multiple different organizations and not only just the organizations themselves, but those that are supporting it like managed service providers of the world. >>Got it. Awesome. Chase. Thank you so much for joining me on this episode of the AWS startup showcase, talking to us about what jump cloud is uncovered with respect to the concerns that SMEs have, how MSPs are helping, how jump cloud is also a facilitator of really helping to organizations to become security organizations. We appreciate your time. >>Absolutely. Thank you so much for having me again. >>Our pleasure. We wanna you for watching. Keep it right here on the, for more action. The, is your leader in live coverage?

Published Date : Sep 6 2022

SUMMARY :

It's great to have you back on the Tell the audience just a little quick refresher on jump cloud, open directory platform. that they need in order to get their work done in a modern it environment. that and some of the what's in it for me, for those folks. of an enterprise budget or kind of all these different personnel that you might have available to And keep in mind, you know, small, medium businesses are the So consolidating it management, securing employees, access to a variety all the things that you need, but also making sure that from an end user perspective, it's really easy And so that whole flow that you might have from an organization standpoint is one aspect. And when you have all that under one roof, Talk to me a little bit about the demographics of the survey, who, who are you talking to within SMEs? for organizations at that size because there's, there's some commonalities that you start to see in suss out. because a lot of the things that will come out, you know, they are security based say, And so you start to consolidate and bubble down all those different things that And these are a lot of the gotchas that can keep, you know, small, You talked about the different, you know, you know, are there other economies of scale almost that I can get from leveraging a managed service And I think one of the more interesting stats is we see that, you know, almost nine out of 10 organizations that we surveyed And so a lot of the partners that But in addition to what type of network scanning do you have available? That's cause that's a big number, the 90% of SMEs that are still concerned about security, how do you help them dial that down? to folks, as they start thinking about, you know, where a majority of their IP lives, And certainly a lot of organizations start to say, not only are we a software company, You might have a team that has the best practices and in, you know, And it also has to be done in And then I'd say finally, as those pieces start to evolve, there's still some organizations that that we are starting to understand a little bit more, you know, kind of who's behind the computer. And so you can start to think about man, how do I, how do I make progress? have that piece, then you know, everything can feel much more burdensome, And when you can involve all of those different pieces, then people feel like they can make a positive impact. There's so many different levers to the pull here where becoming a security company is concerned. And so if you wanna get a better sense of kind of how we look at the world types of information that we can bring back Thank you so much for joining me on this episode of the AWS startup showcase, Thank you so much for having me again. We wanna you for watching.

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Kumaran Siva, AMD | VMware Explore 2022


 

>>Good morning, everyone. Welcome to the cubes day two coverage of VMware Explorer, 2022 live from San Francisco. Lisa Martin here with Dave Nicholson. We're excited to kick off day two of great conversations with VMware partners, customers it's ecosystem. We've got a V an alumni back with us Kumer on Siva corporate VP of business development from AMD joins us. Great to have you on the program in person. Great >>To be here. Yes. In person. Indeed. Welcome. >>So the great thing yesterday, a lot of announcements and B had an announcement with VMware, which we will unpack that, but there's about 7,000 to 10,000 people here. People are excited, ready to be back, ready to be hearing from this community, which is so nice. Yesterday am B announced. It is optimizing AMD PON distributed services card to run on VMware. Bsphere eight B for eight was announced yesterday. Tell us a little bit about that. Yeah, >>No, absolutely. The Ben Sando smart neck DPU. What it allows you to do is it, it provides a whole bunch of capabilities, including offloads, including encryption DEC description. We can even do functions like compression, but with, with the combination of VMware project Monterey and, and Ben Sando, we we're able to do is even do some of the vSphere, actual offloads integration of the hypervisor into the DPU card. It's, it's pretty interesting and pretty powerful technology. We're we're pretty excited about it. I think this, this, this could, you know, potentially, you know, bring some of the cloud value into, in terms of manageability, in terms of being able to take care of bare metal servers and also, you know, better secure infrastructure, you know, cloudlike techniques into the, into the mainstream on-premises enterprise. >>Okay. Talk a little bit about the DPU data processing unit. They talked about it on stage yesterday, but help me understand that versus the CPU GPU. >>Yeah. So it's, it's, it's a different, it's a different point, right? So normally you'd, you'd have the CPU you'd have we call it dumb networking card. Right. And I say dumb, but it's, it's, you know, it's just designed to go process packets, you know, put and put them onto PCI and have the, the CPU do all of the, kind of the, the packet processing, the, the virtual switching, all of those functions inside the CPU. What the DPU allows you to do is, is actually offload a bunch of those functions directly onto the, onto the deep view card. So it has a combination of these special purpose processors that are programmable with the language called P four, which is one, one of the key things that pan Sando brings. Here's a, it's a, it's a real easy to program, easy to use, you know, kind of set so that not some of, some of our larger enterprise customers can actually go in and, you know, do some custom coding depending on what their network infrastructure looks like. But you can do things like the V switch in, in the, in the DPU, not having to all have that done on the CPU. So you freeze up some of the CPU course, make sure, make sure infrastructure run more efficiently, but probably even more importantly, it provides you with more, with greater security, greater separation between the, between the networking side and the, the CPU side. >>So, so that's, that's a key point because a lot of us remember the era of the tonic TCP, I P offload engine, Nick, this isn't simply offloading CPU cycles. This is actually providing a sort of isolation. So that the network that's right, is the network has intelligence that is separate from the server. Is that, is that absolutely key? Is that absolutely >>Key? Yeah. That's, that's a good way of looking at it. Yeah. And that's, that's, I mean, if you look at some of the, the, the techniques used in the cloud, the, you know, this, this, this in fact brings some of those technologies into, into the enterprise, right. So where you are wanting to have that level of separation and management, you're able to now utilize the DPU card. So that's, that's a really big, big, big part of the value proposition, the manageability manageability, not just offload, but you know, kind of a better network for enterprise. Right. >>Right. >>Can you expand on that value proposition? If I'm a customer what's in this for me, how does this help power my multi-cloud organization? >>Yeah. >>So I think we have some, we actually have a number of these in real customer use cases today. And so, you know, folks will use, for example, the compression and the, sorry, the compression and decompression, that's, that's definitely an application in the storage side, but also on the, just on the, just, just as a, as a DPU card in the mainstream general purpose, general purpose server server infrastructure fleet, they're able to use the encryption and decryption to make sure that their, their, their infrastructure is, is kind of safe, you know, from point to point within the network. So every, every connected, every connection there is actually encrypted and that, that, you know, managing those policies and orchestrating all of that, that's done to the DPU card. >>So, so what you're saying is if you have DPU involved, then the server itself and the CPUs become completely irrelevant. And basically it's just a box of sheet metal at that point. That's, that's a good way of looking at that. That's my segue talking about the value proposition of the actual AMD. >>No, absolutely. No, no. I think, I think, I think the, the, the CPUs are always going to be central in this and look. And so, so I think, I think having, having the, the DPU is extremely powerful and, and it does allow you to have better infrastructure, but the key to having better infrastructure is to have the best CPU. Well, tell >>Us, tell >>Us that's what, tell us us about that. So, so I, you know, this is, this is where a lot of the, the great value proposition between VMware and AMD come together. So VMware really allows enterprises to take advantage of these high core count, really modern, you know, CPU, our, our, our, our epic, especially our Milan, our 7,003 product line. So to be able to take advantage of 64 course, you know, VMware is critical for that. And, and so what they, what they've been able to do is, you know, know, for example, if you have workloads running on legacy, you know, like five year old servers, you're able to take a whole bunch of those servers and consolidate down, down into a single node, right. And the power that VMware gives you is the manageability, the reliability brings all of that factors and allows you to take advantage of, of the, the, the latest, latest generation CPUs. >>You know, we've actually done some TCO modeling where we can show, even if you have fully depreciated hardware, like, so it's like five years old plus, right. And so, you know, the actual cost, you know, it's already been written off, but the cost just the cost of running it in terms of the power and the administration, you know, the OPEX costs that, that are associated with it are greater than the cost of acquiring a new set of, you know, a smaller set of AMD servers. Yeah. And, and being able to consolidate those workloads, run VMware, to provide you with that great, great user experience, especially with vSphere 8.0 and the, and the hooks that VMware have built in for AMD AMD processors, you actually see really, really good. It's just a great user experience. It's also a more efficient, you know, it's just better for the planet. And it's also better on the pocketbook, which is, which is, which is a really cool thing these days, cuz our value in TCO translates directly into a value in terms of sustainability. Right. And so, you know, from, from energy consumption, from, you know, just, just the cost of having that there, it's just a whole lot better >>Talk about on the sustainability front, how AMD is helping its customers achieve their sustainability goals. And are you seeing more and more customers coming to you saying, we wanna understand what AMD is doing for sustainability because it's important for us to work with vendors who have a core focus on it. >>Yeah, absolutely. You know, I think, look, I'll be perfectly honest when we first designed our CPU, we're just trying to build the biggest baddest thing that, you know, that, that comes out in terms of having the, the, the best, the, the number, the, the largest number of cores and the best TCO for our customers, but what it's actually turned out that TCO involves energy consumption. Right. And, and it involves, you know, the whole process of bringing down a whole bunch of nodes, whole bunch of servers. For example, we have one calculation where we showed 27, you know, like I think like five year old servers can be consolidated down into five AMD servers that, that ratio you can see already, you know, huge gains in terms of sustainability. Now you asked about the sustainability conversation. This I'd say not a week goes by where I'm not having a conversation with, with a, a, a CTO or CIO who is, you know, who's got that as part of their corporate, you know, is part of their corporate brand. And they want to find out how to make their, their infrastructure, their data center, more green. Right. And so that's, that's where we come in. Yeah. And it's interesting because at least in the us money is also green. So when you talk about the cost of power, especially in places like California, that's right. There's, there's a, there's a natural incentive to >>Drive in that direction. >>Let's talk about security. You know, the, the, the threat landscape has changed so dramatically in the last couple of years, ransomware is a household word. Yes. Ransomware attacks happened like one every 11 seconds, older technology, a little bit more vulnerable to internal threats, external threats. How is AMD helping customers address the security fund, which is the board level conversation >>That that's, that's, that's a, that's a great, great question. Look, I look at security as being, you know, it's a layered thing, right? I mean, if you talk to any security experts, security, doesn't, you know, there's not one component and we are an ingredient within the, the greater, you know, the greater scheme of things. A few things. One is we have partnered very closely with the VMware. They have enabled our SUV technology, secure encrypted virtualization technology into, into the vSphere. So such that all of the memory transactions. So you have, you have security, you know, at, you know, security, when you store store on disks, you have security over the network and you also have security in the compute. And when you go out to memory, that's what this SUV technology gives you. It gives you that, that security going, going in your, in your actual virtual machine as it's running. And so the, the, we take security extremely seriously. I mean, one of the things, every generation that you see from, from AMD and, and, you know, you have seen us hit our cadence. We do upgrade all of the security features and we address all of the sort of known threats that are out there. And obviously this threats, you know, kind of coming at us all the time, but our CPUs just get better and better from, from a, a security stance. >>So shifting gears for a minute, obviously we know the pending impossible acquisition, the announced acquisition of VMware by Broadcom, AMD's got a relationship with Broadcom independently, right? No, of course. What is, how's that relationship? >>Oh, it's a great relationship. I mean, we, we, you know, they, they have certified their, their, their niche products, their HPA products, which are utilized in, you know, for, for storage systems, sand systems, those, those type of architectures, the hardcore storage architectures. We, we work with them very closely. So they, they, they've been a great partner with us for years. >>And you've got, I know, you know, we are, we're talking about current generation available on the shelf, Milan based architecture, is that right? That's right. Yeah. But if I understand correctly, maybe sometime this year, you're, you're gonna be that's right. Rolling out the, rolling out the new stuff. >>Yeah, absolutely. So later this year, we've already, you know, we already talked about this publicly. We have a 96 core gen platform up to 96 cores gen platform. So we're just, we're just taking that TCO value just to the next level, increasing performance DDR, five CXL with, with memory expansion capability. Very, very neat leading edge technology. So that that's gonna be available. >>Is that NextGen P C I E, or has that shift already been made? It's >>Been it's NextGen. P C I E P C E gen five. Okay. So we'll have, we'll have that capability. That'll be, that'll be out by the end of this year. >>Okay. So those components you talk about. Yeah. You know, you talk about the, the Broadcom VMware universe, those components that are going into those new slots are also factors in performance and >>Yeah, absolutely. You need the balance, right? You, you need to have networking storage and the CPU. We're very cognizant of how to make sure that these cores are fed appropriately. Okay. Cuz if you've just put out a lot of cores, you don't have enough memory, you don't have enough iOS. That's, that's the key to, to, to, you know, our approach to, to enabling performance in the enterprise, make sure that the systems are balanced. So you get the experience that you've had with, let's say your, you know, your 12 core, your 16 core, you can have that same experience in the 96 core in a node or 96 core socket. So maybe a 192 cores total, right? So you can have that same experience in, in a tune node in a much denser, you know, package server today or, or using Melan technology, you know, 128 cores, super, super good performance. You know, its super good experience it's, it's designed to scale. Right. And especially with VMware as, as our infrastructure, it works >>Great. I'm gonna, Lisa, Lisa's got a question to ask. I know, but bear with me one bear >>With me. Yes, sir. >>We've actually initiated coverage of this question of, you know, just hardware matter right anymore. Does it matter anymore? Yeah. So I put to you the question, do you think hardware still matters? >>Oh, I think, I think it's gonna matter even more and more going forward. I mean just, but it's all cloud who cares just in this conversation today. Right? >>Who cares? It's all cloud. Yeah. >>So, so, so definitely their workloads moving to the cloud and we love our cloud partners don't get me wrong. Right. But there are, you know, just, I've had so many conversations at this show this week about customers who cannot move to the cloud because of regulatory reasons. Yeah. You know, the other thing that you don't realize too, that's new to me is that people have depreciated their data centers. So the cost for them to just go put in new AMD servers is actually very low compared to the cost of having to go buy, buy public cloud service. They still want to go buy public cloud services and that, by the way, we have great, great, great AMD instances on, on AWS, on Google, on Azure, Oracle, like all of our major, all of the major cloud providers, support AMD and have, have great, you know, TCO instances that they've, they've put out there with good performance. Yeah. >>What >>Are some of the key use cases that customers are coming to AMD for? And, and what have you seen change in the last couple of years with respect to every customer needing to become a data company needing to really be data driven? >>No, that's, that's also great question. So, you know, I used to get this question a lot. >>She only asks great questions. Yeah. Yeah. I go down and like all around in the weeds and get excited about the bits and the bites she asks. >>But no, I think, look, I think the, you know, a few years ago and I, I think I, I used to get this question all the time. What workloads run best on AMD? My answer today is unequivocally all the workloads. Okay. Cuz we have processors that run, you know, run at the highest performance per thread per per core that you can get. And then we have processors that have the highest throughput and, and sometimes they're one in the same, right. And Ilan 64 configured the right way using using VMware vSphere, you can actually get extremely good per core performance and extremely good throughput performance. It works well across, just as you said, like a database to data management, all of those kinds of capabilities, DevOps, you know, E R P like there's just been a whole slew slew of applications use cases. We have design wins in, in major customers, in every single industry in every, and these, these are big, you know, the big guys, right? >>And they're, they're, they're using AMD they're successfully moving over their workloads without, without issue. For the most part. In some cases, customers tell us they just, they just move the workload on, turn it on. It runs great. Right. And, and they're, they're fully happy with it. You know, there are other cases where, where we've actually gotten involved and we figured out, you know, there's this configuration of that configuration, but it's typically not a, not a huge lift to move to AMD. And that's that I think is a, is a key, it's a key point. And we're working together with almost all of the major ISV partners. Right. And so just to make sure that, that, that they have run tested certified, I think we have over 250 world record benchmarks, you know, running in all sorts of, you know, like Oracle database, SAP business suite, all of those, those types of applications run, run extremely well on AMD. >>Is there a particular customer story that you think really articulates the value of running on AMD in terms of enabling bus, big business outcome, safer a financial services organization or healthcare organization? Yeah. >>I mean we, yeah, there's certainly been, I mean, across the board. So in, in healthcare we've seen customers actually do the, the server consolidation very effectively and then, you know, take advantage of the, the lower cost of operation because in some cases they're, they're trying to run servers on each floor of a hospital. For example, we've had use cases where customers have been able to do that because of the density that we provide and to be able to, to actually, you know, take, take their compute more even to the edge than, than actually have it in the, in those use cases in, in a centralized matter. The another, another interesting case FSI in financial services, we have customers that use us for general purpose. It, we have customers that use this for kind of the, the high performance we call it grid computing. So, you know, you have guys that, you know, do all this trading during the day, they collect tons and tons of data, and then they use our computers to, or our CPUs to just crunch to that data overnight. >>And it's just like this big, super computer that just crunches it's, it's pretty incredible. They're the, the, the density of the CPUs, the value that we bring really shines, but in, in their general purpose fleet as well. Right? So they're able to use VMware, a lot of VMware customers in that space. We love our, we love our VMware customers and they're able to, to, to utilize this, they use use us with HCI. So hyperconverge infrastructure with V VSAN and that's that that's, that's worked works extremely well. And, and, and our, our enterprise customers are extremely happy with that. >>Talk about, as we wrap things up here, what's next for AMD, especially AMD with VMwares VMware undergoes its potential change. >>Yeah. So there there's a lot that we have going on. I mean, I gotta say VMware is one of the, let's say premier companies in terms of, you know, being innovative and being, being able to drive new, new, interesting pieces of technology and, and they're very experimentive right. So they, we have, we have a ton of things going with them, but certainly, you know, driving pin Sando is, is very, it is very, very important to us. Yeah. I think that the whole, we're just in the, the cusp, I believe of, you know, server consolidation becoming a big thing for us. So driving that together with VMware and, you know, into some of these enterprises where we can show, you know, save the earth while we, you know, in terms of reducing power, reducing and, and saving money in terms of TCO, but also being able to enable new capabilities. >>You know, the other part of it too, is this new infrastructure enables new workloads. So things like machine learning, you know, more data analytics, more sophisticated processing, you know, that, that is all enabled by this new infrastructure. So we, we were excited. We think that we're on the precipice of, you know, going a lot of industries moving forward to, to having, you know, the next level of it. It's no longer about just payroll or, or, or enterprise business management. It's about, you know, how do you make your, you know, your, your knowledge workers more productive, right. And how do you give them more capabilities? And that, that is really, what's exciting for us. >>Awesome Cooper. And thank you so much for joining Dave and me on the program today, talking about what AMD, what you're doing to supercharge customers, your partnership with VMware and what is exciting. What's on the, the forefront, the frontier, we appreciate your time and your insights. >>Great. Thank you very much for having me. >>Thank you for our guest and Dave Nicholson. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 22 from San Francisco, but don't go anywhere, Dave and I will be right back with our next guest.

Published Date : Aug 31 2022

SUMMARY :

Great to have you on the program in person. So the great thing yesterday, a lot of announcements and B had an announcement with VMware, I think this, this, this could, you know, potentially, you know, bring some of the cloud value into, but help me understand that versus the CPU GPU. And I say dumb, but it's, it's, you know, it's just designed to go process So that the network that's right, not just offload, but you know, kind of a better network for enterprise. And so, you know, folks will use, for example, the compression and the, And basically it's just a box of sheet metal at that point. the DPU is extremely powerful and, and it does allow you to have better infrastructure, And the power that VMware gives you is the manageability, the reliability brings all of that factors the administration, you know, the OPEX costs that, that are associated with it are greater than And are you seeing more and more customers coming to you saying, And, and it involves, you know, the whole process of bringing down a whole bunch of nodes, How is AMD helping customers address the security fund, which is the board level conversation And obviously this threats, you know, kind of coming at us all the time, So shifting gears for a minute, obviously we I mean, we, we, you know, they, they have certified their, their, their niche products, available on the shelf, Milan based architecture, is that right? So later this year, we've already, you know, we already talked about this publicly. That'll be, that'll be out by the end of this year. You know, you talk about the, the Broadcom VMware universe, that's the key to, to, to, you know, our approach to, to enabling performance in the enterprise, I know, but bear with me one So I put to you the question, do you think hardware still matters? but it's all cloud who cares just in this conversation today. Yeah. But there are, you know, just, I've had so many conversations at this show this week about So, you know, I used to get this question a lot. around in the weeds and get excited about the bits and the bites she asks. Cuz we have processors that run, you know, run at the highest performance you know, running in all sorts of, you know, like Oracle database, SAP business Is there a particular customer story that you think really articulates the value of running on AMD density that we provide and to be able to, to actually, you know, take, take their compute more even So they're able to use VMware, a lot of VMware customers in Talk about, as we wrap things up here, what's next for AMD, especially AMD with VMwares So driving that together with VMware and, you know, into some of these enterprises where learning, you know, more data analytics, more sophisticated processing, you know, And thank you so much for joining Dave and me on the program today, talking about what AMD, Thank you very much for having me. Thank you for our guest and Dave Nicholson.

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