Changing the Game for Cloud Networking | Pluribus Networks
>>Everyone wants a cloud operating model. Since the introduction of the modern cloud. Last decade, the entire technology landscape has changed. We've learned a lot from the hyperscalers, especially from AWS. Now, one thing is certain in the technology business. It's so competitive. Then if a faster, better, cheaper idea comes along, the industry will move quickly to adopt it. They'll add their unique value and then they'll bring solutions to the market. And that's precisely what's happening throughout the technology industry because of cloud. And one of the best examples is Amazon's nitro. That's AWS has custom built hypervisor that delivers on the promise of more efficiently using resources and expanding things like processor, optionality for customers. It's a secret weapon for Amazon. As, as we, as we wrote last year, every infrastructure company needs something like nitro to compete. Why do we say this? Well, Wiki Bon our research arm estimates that nearly 30% of CPU cores in the data center are wasted. >>They're doing work that they weren't designed to do well, specifically offloading networking, storage, and security tasks. So if you can eliminate that waste, you can recapture dollars that drop right to the bottom line. That's why every company needs a nitro like solution. As a result of these developments, customers are rethinking networks and how they utilize precious compute resources. They can't, or won't put everything into the public cloud for many reasons. That's one of the tailwinds for tier two cloud service providers and why they're growing so fast. They give options to customers that don't want to keep investing in building out their own data centers, and they don't want to migrate all their workloads to the public cloud. So these providers and on-prem customers, they want to be more like hyperscalers, right? They want to be more agile and they do that. They're distributing, networking and security functions and pushing them closer to the applications. >>Now, at the same time, they're unifying their view of the network. So it can be less fragmented, manage more efficiently with more automation and better visibility. How are they doing this? Well, that's what we're going to talk about today. Welcome to changing the game for cloud networking made possible by pluribus networks. My name is Dave Vellante and today on this special cube presentation, John furrier, and I are going to explore these issues in detail. We'll dig into new solutions being created by pluribus and Nvidia to specifically address offloading, wasted resources, accelerating performance, isolating data, and making networks more secure all while unifying the network experience. We're going to start on the west coast and our Palo Alto studios, where John will talk to Mike of pluribus and AMI, but Donnie of Nvidia, then we'll bring on Alessandra Bobby airy of pluribus and Pete Lummus from Nvidia to take a deeper dive into the technology. And then we're gonna bring it back here to our east coast studio and get the independent analyst perspective from Bob Liberte of the enterprise strategy group. We hope you enjoy the program. Okay, let's do this over to John >>Okay. Let's kick things off. We're here at my cafe. One of the TMO and pluribus networks and NAMI by Dani VP of networking, marketing, and developer ecosystem at Nvidia. Great to have you welcome folks. >>Thank you. Thanks. >>So let's get into the, the problem situation with cloud unified network. What problems are out there? What challenges do cloud operators have Mike let's get into it. >>Yeah, it really, you know, the challenges we're looking at are for non hyperscalers that's enterprises, governments, um, tier two service providers, cloud service providers, and the first mandate for them is to become as agile as a hyperscaler. So they need to be able to deploy services and security policies. And second, they need to be able to abstract the complexity of the network and define things in software while it's accelerated in hardware. Um, really ultimately they need a single operating model everywhere. And then the second thing is they need to distribute networking and security services out to the edge of the host. Um, we're seeing a growth in cyber attacks. Um, it's, it's not slowing down. It's only getting worse and, you know, solving for this security problem across clouds is absolutely critical. And the way to do it is to move security out to the host. >>Okay. With that goal in mind, what's the pluribus vision. How does this tie together? >>Yeah. So, um, basically what we see is, uh, that this demands a new architecture and that new architecture has four tenants. The first tenant is unified and simplified cloud networks. If you look at cloud networks today, there's, there's sort of like discreet bespoke cloud networks, you know, per hypervisor, per private cloud edge cloud public cloud. Each of the public clouds have different networks that needs to be unified. You know, if we want these folks to be able to be agile, they need to be able to issue a single command or instantiate a security policy across all those locations with one command and not have to go to each one. The second is like I mentioned, distributed security, um, distributed security without compromise, extended out to the host is absolutely critical. So micro-segmentation and distributed firewalls, but it doesn't stop there. They also need pervasive visibility. >>You know, it's, it's, it's sort of like with security, you really can't see you can't protect what you can't see. So you need visibility everywhere. The problem is visibility to date has been very expensive. Folks have had to basically build a separate overlay network of taps, packet brokers, tap aggregation infrastructure that really needs to be built into this unified network I'm talking about. And the last thing is automation. All of this needs to be SDN enabled. So this is related to my comment about abstraction abstract, the complexity of all of these discreet networks, physic whatever's down there in the physical layer. Yeah. I don't want to see it. I want to abstract it. I wanted to find things in software, but I do want to leverage the power of hardware to accelerate that. So that's the fourth tenant is SDN automation. >>Mike, we've been talking on the cube a lot about this architectural shift and customers are looking at this. This is a big part of everyone who's looking at cloud operations next gen, how do we get there? How do customers get this vision realized? >>That's a great question. And I appreciate the tee up. I mean, we're, we're here today for that reason. We're introducing two things today. Um, the first is a unified cloud networking vision, and that is a vision of where pluribus is headed with our partners like Nvidia longterm. Um, and that is about, uh, deploying a common operating model, SDN enabled SDN, automated hardware, accelerated across all clouds. Um, and whether that's underlying overlay switch or server, um, hype, any hypervisor infrastructure containers, any workload doesn't matter. So that's ultimately where we want to get. And that's what we talked about earlier. Um, the first step in that vision is what we call the unified cloud fabric. And this is the next generation of our adaptive cloud fabric. Um, and what's nice about this is we're not starting from scratch. We have a, a, an award-winning adaptive cloud fabric product that is deployed globally. Um, and in particular, uh, we're very proud of the fact that it's deployed in over a hundred tier one mobile operators as the network fabric for their 4g and 5g virtualized cores. We know how to build carrier grade, uh, networking infrastructure, what we're doing now, um, to realize this next generation unified cloud fabric is we're extending from the switch to this Nvidia Bluefield to DPU. We know there's a, >>Hold that up real quick. That's a good, that's a good prop. That's the blue field and video. >>It's the Nvidia Bluefield two DPU data processing unit. And, um, uh, you know, what we're doing, uh, fundamentally is extending our SDN automated fabric, the unified cloud fabric out to the host, but it does take processing power. So we knew that we didn't want to do, we didn't want to implement that running on the CPU, which is what some other companies do because it consumes revenue generating CPU's from the application. So a DPU is a perfect way to implement this. And we knew that Nvidia was the leader with this blue field too. And so that is the first that's, that's the first step in the getting into realizing this vision. >>I mean, Nvidia has always been powering some great workloads of GPU. Now you've got DPU networking and then video is here. What is the relationship with clothes? How did that come together? Tell us the story. >>Yeah. So, you know, we've been working with pluribus for quite some time. I think the last several months was really when it came to fruition and, uh, what pluribus is trying to build and what Nvidia has. So we have, you know, this concept of a Bluefield data processing unit, which if you think about it, conceptually does really three things, offload, accelerate an isolate. So offload your workloads from your CPU to your data processing unit infrastructure workloads that is, uh, accelerate. So there's a bunch of acceleration engines. So you can run infrastructure workloads much faster than you would otherwise, and then isolation. So you have this nice security isolation between the data processing unit and your other CPU environment. And so you can run completely isolated workloads directly on the data processing unit. So we introduced this, you know, a couple of years ago, and with pluribus, you know, we've been talking to the pluribus team for quite some months now. >>And I think really the combination of what pluribus is trying to build and what they've developed around this unified cloud fabric, uh, is fits really nicely with the DPU and running that on the DPU and extending it really from your physical switch, all the way to your host environment, specifically on the data processing unit. So if you think about what's happening as you add data processing units to your environment. So every server we believe over time is going to have data processing units. So now you'll have to manage that complexity from the physical network layer to the host layer. And so what pluribus is really trying to do is extending the network fabric from the host, from the switch to the host, and really have that single pane of glass for network operators to be able to configure provision, manage all of the complexity of the network environment. >>So that's really how the partnership truly started. And so it started really with extending the network fabric, and now we're also working with them on security. So, you know, if you sort of take that concept of isolation and security isolation, what pluribus has within their fabric is the concept of micro-segmentation. And so now you can take that extended to the data processing unit and really have, um, isolated micro-segmentation workloads, whether it's bare metal cloud native environments, whether it's virtualized environments, whether it's public cloud, private cloud hybrid cloud. So it really is a magical partnership between the two companies with their unified cloud fabric running on, on the DPU. >>You know, what I love about this conversation is it reminds me of when you have these changing markets, the product gets pulled out of the market and, and you guys step up and create these new solutions. And I think this is a great example. So I have to ask you, how do you guys differentiate what sets this apart for customers with what's in it for the customer? >>Yeah. So I mentioned, you know, three things in terms of the value of what the Bluefield brings, right? There's offloading, accelerating, isolating, that's sort of the key core tenants of Bluefield. Um, so that, you know, if you sort of think about what, um, what Bluefields, what we've done, you know, in terms of the differentiation, we're really a robust platform for innovation. So we introduced Bluefield to, uh, last year, we're introducing Bluefield three, which is our next generation of Bluefields, you know, we'll have five X, the arm compute capacity. It will have 400 gig line rate acceleration, four X better crypto acceleration. So it will be remarkably better than the previous generation. And we'll continue to innovate and add, uh, chips to our portfolio every, every 18 months to two years. Um, so that's sort of one of the key areas of differentiation. The other is the, if you look at Nvidia and, and you know, what we're sort of known for is really known for our AI artificial intelligence and our artificial intelligence software, as well as our GPU. >>So you look at artificial intelligence and the combination of artificial intelligence plus data processing. This really creates the, you know, faster, more efficient, secure AI systems from the core of your data center, all the way out to the edge. And so with Nvidia, we really have these converged accelerators where we've combined the GPU, which does all your AI processing with your data processing with the DPU. So we have this convergence really nice convergence of that area. And I would say the third area is really around our developer environment. So, you know, one of the key, one of our key motivations at Nvidia is really to have our partner ecosystem, embrace our technology and build solutions around our technology. So if you look at what we've done with the DPU, with credit and an SDK, which is an open SDK called Doka, and it's an open SDK for our partners to really build and develop solutions using Bluefield and using all these accelerated libraries that we expose through Doka. And so part of our differentiation is really building this open ecosystem for our partners to take advantage and build solutions around our technology. >>You know, what's exciting is when I hear you talk, it's like you realize that there's no one general purpose network anymore. Everyone has their own super environment Supercloud or these new capabilities. They can really craft their own, I'd say, custom environment at scale with easy tools. Right. And it's all kind of, again, this is the new architecture Mike, you were talking about, how does customers run this effectively? Cost-effectively and how do people migrate? >>Yeah, I, I think that is the key question, right? So we've got this beautiful architecture. You, you know, Amazon nitro is a, is a good example of, of a smart NIC architecture that has been successfully deployed, but enterprises and serve tier two service providers and tier one service providers and governments are not Amazon, right? So they need to migrate there and they need this architecture to be cost-effective. And, and that's, that's super key. I mean, the reality is deep user moving fast, but they're not going to be, um, deployed everywhere on day one. Some servers will have DPS right away, some servers will have use and a year or two. And then there are devices that may never have DPS, right. IOT gateways, or legacy servers, even mainframes. Um, so that's the beauty of a solution that creates a fabric across both the switch and the DPU, right. >>Um, and by leveraging the Nvidia Bluefield DPU, what we really like about it is it's open. Um, and that drives, uh, cost efficiencies. And then, um, uh, you know, with this, with this, our architectural approach effectively, you get a unified solution across switch and DPU workload independent doesn't matter what hypervisor it is, integrated visibility, integrated security, and that can, uh, create tremendous cost efficiencies and, and really extract a lot of the expense from, from a capital perspective out of the network, as well as from an operational perspective, because now I have an SDN automated solution where I'm literally issuing a command to deploy a network service or to create or deploy our security policy and is deployed everywhere, automatically saving the oppor, the network operations team and the security operations team time. >>All right. So let me rewind that because that's super important. Get the unified cloud architecture, I'm the customer guy, but it's implemented, what's the value again, take, take me through the value to me. I have a unified environment. What's the value. >>Yeah. So I mean, the value is effectively, um, that, so there's a few pieces of value. The first piece of value is, um, I'm creating this clean D mark. I'm taking networking to the host. And like I mentioned, we're not running it on the CPU. So in implementations that run networking on the CPU, there's some conflict between the dev ops team who owned the server and the NetApps team who own the network because they're installing software on the, on the CPU stealing cycles from what should be revenue generating. Uh CPU's. So now by, by terminating the networking on the DPU, we click create this real clean DMARC. So the dev ops folks are happy because they don't necessarily have the skills to manage network and they don't necessarily want to spend the time managing networking. They've got their network counterparts who are also happy the NetApps team, because they want to control the networking. >>And now we've got this clean DMARC where the DevOps folks get the services they need and the NetApp folks get the control and agility they need. So that's a huge value. Um, the next piece of value is distributed security. This is essential. I mentioned earlier, you know, put pushing out micro-segmentation and distributed firewall, basically at the application level, right, where I create these small, small segments on an by application basis. So if a bad actor does penetrate the perimeter firewall, they're contained once they get inside. Cause the worst thing is a bad actor, penetrates a perimeter firewall and can go wherever they want and wreak havoc. Right? And so that's why this, this is so essential. Um, and the next benefit obviously is this unified networking operating model, right? Having, uh, uh, uh, an operating model across switch and server underlay and overlay, workload agnostic, making the life of the NetApps teams much easier so they can focus their time on really strategy instead of spending an afternoon, deploying a single villain, for example. >>Awesome. And I think also from my standpoint, I mean, perimeter security is pretty much, I mean, they're out there, it gets the firewall still out there exists, but pretty much they're being breached all the time, the perimeter. So you have to have this new security model. And I think the other thing that you mentioned, the separation between dev ops is cool because the infrastructure is code is about making the developers be agile and build security in from day one. So this policy aspect is, is huge. Um, new control points. I think you guys have a new architecture that enables the security to be handled more flexible. >>Right. >>That seems to be the killer feature here, >>Right? Yeah. If you look at the data processing unit, I think one of the great things about sort of this new architecture, it's really the foundation for zero trust it's. So like you talked about the perimeter is getting breached. And so now each and every compute node has to be protected. And I think that's sort of what you see with the partnership between pluribus and Nvidia is the DPU is really the foundation of zero trust. And pluribus is really building on that vision with, uh, allowing sort of micro-segmentation and being able to protect each and every compute node as well as the underlying network. >>This is super exciting. This is an illustration of how the market's evolving architectures are being reshaped and refactored for cloud scale and all this new goodness with data. So I gotta ask how you guys go into market together. Michael, start with you. What's the relationship look like in the go to market with an Nvidia? >>Sure. Um, I mean, we're, you know, we're super excited about the partnership, obviously we're here together. Um, we think we've got a really good solution for the market, so we're jointly marketing it. Um, uh, you know, obviously we appreciate that Nvidia is open. Um, that's, that's sort of in our DNA, we're about open networking. They've got other ISV who are gonna run on Bluefield too. We're probably going to run on other DPS in the, in the future, but right now, um, we're, we feel like we're partnered with the number one, uh, provider of DPS in the world and, uh, super excited about, uh, making a splash with it. >>I'm in get the hot product. >>Yeah. So Bluefield too, as I mentioned was GA last year, we're introducing, uh, well, we now also have the converged accelerator. So I talked about artificial intelligence or artificial intelligence with the Bluefield DPU, all of that put together on a converged accelerator. The nice thing there is you can either run those workloads. So if you have an artificial intelligence workload and an infrastructure workload, you can warn them separately on the same platform or you can actually use, uh, you can actually run artificial intelligence applications on the Bluefield itself. So that's what the converged accelerator really brings to the table. Uh, so that's available now. Then we have Bluefield three, which will be available late this year. And I talked about sort of, you know, uh, how much better that next generation of Bluefield is in comparison to Bluefield two. So we will see Bluefield three shipping later on this year, and then our software stack, which I talked about, which is called Doka we're on our second version are Doka one dot two. >>We're releasing Doka one dot three, uh, in about two months from now. And so that's really our open ecosystem framework. So allow you to program the Bluefields. So we have all of our acceleration libraries, um, security libraries, that's all packed into this STK called Doka. And it really gives that simplicity to our partners to be able to develop on top of Bluefield. So as we add new generations of Bluefield, you know, next, next year, we'll have, you know, another version and so on and so forth Doka is really that unified unified layer that allows, um, Bluefield to be both forwards compatible and backwards compatible. So partners only really have to think about writing to that SDK once, and then it automatically works with future generations of Bluefields. So that's sort of the nice thing around, um, around Doka. And then in terms of our go to market model, we're working with every, every major OEM. So, uh, later on this year, you'll see, you know, major server manufacturers, uh, releasing Bluefield enabled servers. So, um, more to come >>Awesome, save money, make it easier, more capabilities, more workload power. This is the future of, of cloud operations. >>Yeah. And, and, and, uh, one thing I'll add is, um, we are, um, we have a number of customers as you'll hear in the next segment, um, that are already signed up and we'll be working with us for our, uh, early field trial starting late April early may. Um, we are accepting registrations. You can go to www.pluribusnetworks.com/e F T a. If you're interested in signing up for, um, uh, being part of our field trial and providing feedback on the product, >>Awesome innovation and network. Thanks so much for sharing the news. Really appreciate it. Thanks so much. Okay. In a moment, we'll be back to look deeper in the product, the integration security zero trust use cases. You're watching the cube, the leader in enterprise tech coverage, >>Cloud networking is complex and fragmented slowing down your business. How can you simplify and unify your cloud networks to increase agility and business velocity? >>Pluribus unified cloud networking provides a unified simplify and agile network fabric across all clouds. It brings the simplicity of a public cloud operation model to private clouds, dramatically reducing complexity and improving agility, availability, and security. Now enterprises and service providers can increase their business philosophy and delight customers in the distributed multi-cloud era. We achieve this with a new approach to cloud networking, pluribus unified cloud fabric. This open vendor, independent network fabric, unifies, networking, and security across distributed clouds. The first step is extending the fabric to servers equipped with data processing units, unifying the fabric across switches and servers, and it doesn't stop there. The fabric is unified across underlay and overlay networks and across all workloads and virtualization environments. The unified cloud fabric is optimized for seamless migration to this new distributed architecture, leveraging the power of the DPU for application level micro-segmentation distributed fireball and encryption while still supporting those servers and devices that are not equipped with a DPU. Ultimately the unified cloud fabric extends seamlessly across distributed clouds, including central regional at edge private clouds and public clouds. The unified cloud fabric is a comprehensive network solution. That includes everything you need for clouds, networking built in SDN automation, distributed security without compromises, pervasive wire speed, visibility and application insight available on your choice of open networking switches and DP use all at the lowest total cost of ownership. The end result is a dramatically simplified unified cloud networking architecture that unifies your distributed clouds and frees your business to move at cloud speed, >>To learn more, visit www.pluribusnetworks.com. >>Okay. We're back I'm John ferry with the cube, and we're going to go deeper into a deep dive into unified cloud networking solution from Clovis and Nvidia. And we'll examine some of the use cases with Alessandra Burberry, VP of product management and pullovers networks and Pete Bloomberg who's director of technical marketing and video remotely guys. Thanks for coming on. Appreciate it. >>Yeah. >>So deep dive, let's get into the what and how Alexandra we heard earlier about the pluribus Nvidia partnership and the solution you're working together on what is it? >>Yeah. First let's talk about the water. What are we really integrating with the Nvidia Bluefield, the DPO technology, uh, plugable says, um, uh, there's been shipping, uh, in, uh, in volume, uh, in multiple mission critical networks. So this advisor one network operating systems, it runs today on a merchant silicone switches and effectively it's a standard open network operating system for data center. Um, and the novelty about this system that integrates a distributed control plane for, at water made effective in SDN overlay. This automation is a completely open and interoperable and extensible to other type of clouds is not enclosed them. And this is actually what we're now porting to the Nvidia DPO. >>Awesome. So how does it integrate into Nvidia hardware and specifically how has pluribus integrating its software with the Nvidia hardware? >>Yeah, I think, uh, we leverage some of the interesting properties of the Bluefield, the DPO hardware, which allows actually to integrate, uh, um, uh, our software, our network operating system in a manner which is completely isolated and independent from the guest operating system. So the first byproduct of this approach is that whatever we do at the network level on the DPU card that is completely agnostic to the hypervisor layer or OSTP layer running on, uh, on the host even more, um, uh, we can also independently manage this network, know that the switch on a Neek effectively, um, uh, managed completely independently from the host. You don't have to go through the network operating system, running on x86 to control this network node. So you throw yet the experience effectively of a top of rack for virtual machine or a top of rack for, uh, Kubernetes bots, where instead of, uh, um, if you allow me with the analogy instead of connecting a server knee directly to a switchboard, now you're connecting a VM virtual interface to a virtual interface on the switch on an ache. >>And, uh, also as part of this integration, we, uh, put a lot of effort, a lot of emphasis in, uh, accelerating the entire, uh, data plane for networking and security. So we are taking advantage of the DACA, uh, Nvidia DACA API to program the accelerators. And these accomplished two things with that. Number one, uh, you, uh, have much greater performance, much better performance. They're running the same network services on an x86 CPU. And second, this gives you the ability to free up, I would say around 20, 25% of the server capacity to be devoted either to, uh, additional workloads to run your cloud applications, or perhaps you can actually shrink the power footprint and compute footprint of your data center by 20%, if you want to run the same number of compute workloads. So great efficiencies in the overall approach, >>And this is completely independent of the server CPU, right? >>Absolutely. There is zero code from running on the x86, and this is what we think this enables a very clean demarcation between computer and network. >>So Pete, I gotta get, I gotta get you in here. We heard that, uh, the DPU is enabled cleaner separation of dev ops and net ops. Can you explain why that's important because everyone's talking DevSecOps right now, you've got net ops, net, net sec ops, this separation. Why is this clean separation important? >>Yeah, I think it's a, you know, it's a pragmatic solution in my opinion. Um, you know, we wish the world was all kind of rainbows and unicorns, but it's a little, a little messier than that. And I think a lot of the dev ops stuff and that, uh, mentality and philosophy, there's a natural fit there. Right? You have applications running on servers. So you're talking about developers with those applications integrating with the operators of those servers. Well, the network has always been this other thing and the network operators have always had a very different approach to things than compute operators. And, you know, I think that we, we in the networking industry have gotten closer together, but there's still a gap there's still some distance. And I think in that distance, isn't going to be closed. And so, you know, again, it comes down to pragmatism and I think, you know, one of my favorite phrases is look good fences, make good neighbors. And that's what this is. >>Yeah. That's a great point because dev ops has become kind of the calling card for cloud, right. But dev ops is as simply infrastructure as code and infrastructure is networking, right? So if infrastructure is code, you know, you're talking about, you know, that part of the stack under the covers under the hood, if you will, this is super important distinction. And this is where the innovation is. Can you elaborate on how you see that? Because this is really where the action is right now. >>Yeah, exactly. And I think that's where, um, one from, from the policy, the security that the zero trust aspect of this, right? If you get it wrong on that network side, all of a sudden you, you can totally open up that those capabilities. And so security is part of that. But the other part is thinking about this at scale, right? So we're taking one top of rack switch and adding, you know, up to 48 servers per rack. And so that ability to automate, orchestrate and manage at scale becomes absolutely critical. >>I'll Sandra, this is really the why we're talking about here, and this is scale. And again, getting it right. If you don't get it right, you're going to be really kind of up, you know what you know, so this is a huge deal. Networking matters, security matters, automation matters, dev ops, net ops, all coming together, clean separation, um, help us understand how this joint solution with Nvidia fits into the pluribus unified cloud networking vision, because this is what people are talking about and working on right now. >>Yeah, absolutely. So I think here with this solution, we're attacking two major problems in cloud networking. One is, uh, operation of, uh, cloud networking. And the second is a distributing security services in the cloud infrastructure. First, let me talk about the first water. We really unifying. If we're unifying something, something must be at least fragmented or this jointed and the, what is this joint that is actually the network in the cloud. If you look holistically, how networking is deployed in the cloud, you have your physical fabric infrastructure, right? Your switches and routers, you'll build your IP clause fabric leaf in spine typologies. This is actually a well understood the problem. I, I would say, um, there are multiple vendors, uh, uh, with, uh, um, uh, let's say similar technologies, um, very well standardized, whether you will understood, um, and almost a commodity, I would say building an IP fabric these days, but this is not the place where you deploy most of your services in the cloud, particularly from a security standpoint, two services are actually now moved into the compute layer where you actually were called builders, have to instrument the, a separate, uh, network virtualization layer, where they deploy segmentation and security closer to the workloads. >>And this is where the complication arise. These high value part of the cloud network is where you have a plethora of options that they don't talk to each other. And they are very dependent on the kind of hypervisor or compute solution you choose. Um, for example, the networking API to be between an GSXI environment or an hyper V or a Zen are completely disjointed. You have multiple orchestration layers. And when, and then when you throw in also Kubernetes in this, in this, in this type of architecture, uh, you're introducing yet another level of networking. And when Kubernetes runs on top of VMs, which is a prevalent approach, you actually just stacking up multiple networks on the compute layer that they eventually run on the physical fabric infrastructure. Those are all ships in the nights effectively, right? They operate as completely disjointed. And we're trying to attack this problem first with the notion of a unified fabric, which is independent from any workloads, whether it's this fabric spans on a switch, which can be con connected to a bare metal workload, or can span all the way inside the DPU, uh, where, um, you have, uh, your multi hypervisor compute environment. >>It's one API, one common network control plane, and one common set of segmentation services for the network. That's probably the number one, >>You know, it's interesting you, man, I hear you talking, I hear one network month, different operating models reminds me of the old serverless days. You know, there's still servers, but they call it serverless. Is there going to be a term network list? Because at the end of the day, it should be one network, not multiple operating models. This, this is a problem that you guys are working on. Is that right? I mean, I'm not, I'm just joking server listen network list, but the idea is it should be one thing. >>Yeah, it's effectively. What we're trying to do is we are trying to recompose this fragmentation in terms of network operation, across physical networking and server networking server networking is where the majority of the problems are because of the, uh, as much as you have standardized the ways of building, uh, physical networks and cloud fabrics with IP protocols and internet, you don't have that kind of, uh, uh, sort of, uh, um, um, uh, operational efficiency, uh, at the server layer. And, uh, this is what we're trying to attack first. The, with this technology, the second aspect we're trying to attack is are we distribute the security services throughout the infrastructure, more efficiently, whether it's micro-segmentation is a stateful firewall services, or even encryption. Those are all capabilities enabled by the blue field, uh, uh, the Butte technology and, uh, uh, we can actually integrate those capabilities directly into the nettle Fabrica, uh, limiting dramatically, at least for east-west traffic, the sprawl of, uh, security appliances, whether virtual or physical, that is typically the way the people today, uh, segment and secure the traffic in the cloud. >>Awesome. Pete, all kidding aside about network lists and serverless kind of fun, fun play on words there, the network is one thing it's basically distributed computing, right? So I love to get your thoughts about this distributed security with zero trust as the driver for this architecture you guys are doing. Can you share in more detail the depth of why DPU based approach is better than alternatives? >>Yeah, I think what's, what's beautiful and kind of what the DPU brings. That's new to this model is a completely isolated compute environment inside. So, you know, it's the, uh, yo dog, I heard you like a server, so I put a server inside your server. Uh, and so we provide, uh, you know, armed CPU's memory and network accelerators inside, and that is completely isolated from the host. So the server, the, the actual x86 host just thinks it has a regular Nick in there, but you actually have this full control plane thing. It's just like taking your top of rack switch and shoving it inside of your compute node. And so you have not only the separation, um, within the data plane, but you have this complete control plane separation. So you have this element that the network team can now control and manage, but we're taking all of the functions we used to do at the top of rack switch, and we're just shooting them now. >>And, you know, as time has gone on we've, we've struggled to put more and more and more into that network edge. And the reality is the network edge is the compute layer, not the top of rack switch layer. And so that provides this phenomenal enforcement point for security and policy. And I think outside of today's solutions around virtual firewalls, um, the other option is centralized appliances. And even if you can get one that can scale large enough, the question is, can you afford it? And so what we end up doing is we kind of hope that of aliens good enough, or we hope that if the excellent tunnel is good enough and we can actually apply more advanced techniques there because we can't physically, you know, financially afford that appliance to see all of the traffic. And now that we have a distributed model with this accelerator, we could do it. >>So what's the what's in it for the customer. I real quick, cause I think this is interesting point. You mentioned policy, everyone in networking knows policy is just a great thing and it adds, you hear it being talked about up the stack as well. When you start getting to orchestrating microservices and whatnot, all that good stuff going on there, containers and whatnot and modern applications. What's the benefit to the customers with this approach? Because what I heard was more scale, more edge deployment, flexibility, relative to security policies and application enablement. I mean, is that what what's the customer get out of this architecture? What's the enablement. >>It comes down to, uh, taking again the capabilities that were in that top of rack switch and asserting them down. So that makes simplicity smaller blast radiuses for failure, smaller failure domains, maintenance on the networks, and the systems become easier. Your ability to integrate across workloads becomes infinitely easier. Um, and again, you know, we always want to kind of separate each one of those layers. So just as in say, a VX land network, my leaf and spine don't have to be tightly coupled together. I can now do this at a different layer. And so you can run a DPU with any networking in the core there. And so you get this extreme flexibility. You can start small, you can scale large. Um, you know, to me, the, the possibilities are endless. Yes, >>It's a great security control plan. Really flexibility is key. And, and also being situationally aware of any kind of threats or new vectors or whatever's happening in the network. Alessandra, this is huge upside, right? You've already identified some successes with some customers on your early field trials. What are they doing and why are they attracted to the solution? >>Yeah, I think the response from customers has been, uh, the most, uh, encouraging and, uh, exciting, uh, for, uh, for us to, uh, to sort of continue and work and develop this product. And we have actually learned a lot in the process. Um, we talked to tier two tier three cloud providers. Uh, we talked to, uh, SP um, software Tyco type of networks, uh, as well as a large enterprise customers, um, in, uh, one particular case. Um, uh, one, uh, I think, um, let me, let me call out a couple of examples here, just to give you a flavor. Uh, there is a service provider, a cloud provider, uh, in Asia who is actually managing a cloud, uh, where they are offering services based on multiple hypervisors. They are native services based on Zen, but they also are on ramp into the cloud, uh, workloads based on, uh, ESI and, uh, uh, and KVM, depending on what the customer picks from the piece on the menu. >>And they have the problem of now orchestrating through their orchestrate or integrating with the Zen center with vSphere, uh, with, uh, open stack to coordinate these multiple environments and in the process to provide security, they actually deploy virtual appliances everywhere, which has a lot of costs, complication, and eats up into the server CPU. The problem is that they saw in this technology, they call it actually game changing is actually to remove all this complexity of in a single network and distribute the micro-segmentation service directly into the fabric. And overall, they're hoping to get out of it, uh, uh, tremendous, uh, um, opics, uh, benefit and overall, um, uh, operational simplification for the cloud infrastructure. That's one potent a use case. Uh, another, uh, large enterprise customer global enterprise customer, uh, is running, uh, both ESI and hyper V in that environment. And they don't have a solution to do micro-segmentation consistently across hypervisors. >>So again, micro-segmentation is a huge driver security looks like it's a recurring theme, uh, talking to most of these customers and in the Tyco space, um, uh, we're working with a few types of customers on the CFT program, uh, where the main goal is actually to our Monet's network operation. They typically handle all the VNF search with their own homegrown DPDK stack. This is overly complex. It is frankly also as low and inefficient, and then they have a physical network to manage the, the idea of having again, one network, uh, to coordinate the provision in our cloud services between the, the take of VNF, uh, and, uh, the rest of the infrastructure, uh, is extremely powerful on top of the offloading capability of the, by the bluefin DPOs. Those are just some examples. >>That was a great use case, a lot more potential. I see that with the unified cloud networking, great stuff, feed, shout out to you guys at Nvidia had been following your success for a long time and continuing to innovate as cloud scales and pluribus here with the unified networking, kind of bring it to the next level. Great stuff. Great to have you guys on. And again, software keeps driving the innovation again, networking is just a part of it, and it's the key solution. So I got to ask both of you to wrap this up. How can cloud operators who are interested in, in this, uh, new architecture and solution, uh, learn more because this is an architectural shift. People are working on this problem. They're trying to think about multiple clouds of trying to think about unification around the network and giving more security, more flexibility, uh, to their teams. How can people learn more? >>Yeah, so, uh, all Sandra and I have a talk at the upcoming Nvidia GTC conference. Um, so that's the week of March 21st through 24th. Um, you can go and register for free and video.com/at GTC. Um, you can also watch recorded sessions if you ended up watching us on YouTube a little bit after the fact. Um, and we're going to dive a little bit more into the specifics and the details and what we're providing in the solution. >>Alexandra, how can people learn more? >>Yeah, absolutely. People can go to the pluribus, a website, www boost networks.com/eft, and they can fill up the form and, uh, they will contact durables to either know more or to know more and actually to sign up for the actual early field trial program, which starts at the end of April. >>Okay. Well, we'll leave it there. Thanks. You both for joining. Appreciate it up next. You're going to hear an independent analyst perspective and review some of the research from the enterprise strategy group ESG. I'm John ferry with the >>Cube. Thanks for watching. >>Okay. We've heard from the folks at networks and Nvidia about their effort to transform cloud networking and unify bespoke infrastructure. Now let's get the perspective from an independent analyst and to do so. We welcome in ESG, senior analysts, Bob LA Liberte, Bob. Good to see you. Thanks for coming into our east coast studios. >>Oh, thanks for having me. It's great to be >>Here. Yeah. So this, this idea of unified cloud networking approach, how serious is it? What's what's driving it. >>Yeah, there's certainly a lot of drivers behind it, but probably the first and foremost is the fact that application environments are becoming a lot more distributed, right? So the, it pendulum tends to swing back and forth. And we're definitely on one that's swinging from consolidated to distributed. And so applications are being deployed in multiple private data centers, multiple public cloud locations, edge locations. And as a result of that, what you're seeing is a lot of complexity. So organizations are having to deal with this highly disparate environment. They have to secure it. They have to ensure connectivity to it and all that's driving up complexity. In fact, when we asked in one of our last surveys and last year about network complexity, more than half 54% came out and said, Hey, our network environment is now either more or significantly more complex than it used to be. >>And as a result of that, what you're seeing is it's really impacting agility. So everyone's moving to these modern application environments, distributing them across areas so they can improve agility yet it's creating more complexity. So a little bit counter to the fact and, you know, really counter to their overarching digital transformation initiatives. From what we've seen, you know, nine out of 10 organizations today are either beginning in process or have a mature digital transformation process or initiative, but their top goals, when you look at them, it probably shouldn't be a surprise. The number one goal is driving operational efficiency. So it makes sense. I've distributed my environment to create agility, but I've created a lot of complexity. So now I need these tools that are going to help me drive operational efficiency, drive better experience. >>I mean, I love how you bring in the data yesterday. Does a great job with that. Uh, questions is, is it about just unifying existing networks or is there sort of a need to rethink kind of a do-over network, how networks are built? >>Yeah, that's a, that's a really good point because certainly unifying networks helps right. Driving any kind of operational efficiency helps. But in this particular case, because we've made the transition to new application architectures and the impact that's having as well, it's really about changing and bringing in new frameworks and new network architectures to accommodate those new application architectures. And by that, what I'm talking about is the fact that these new modern application architectures, microservices, containers are driving a lot more east west traffic. So in the old days, it used to be easier in north south coming out of the server, one application per server, things like that. Right now you've got hundreds, if not thousands of microservices communicating with each other users communicating to them. So there's a lot more traffic and a lot of it's taking place within the servers themselves. The other issue that you starting to see as well from that security perspective, when we were all consolidated, we had those perimeter based legacy, you know, castle and moat security architectures, but that doesn't work anymore when the applications aren't in the castle, right. >>When everything's spread out that that no longer happens. So we're absolutely seeing, um, organizations trying to, trying to make a shift. And, and I think much, like if you think about the shift that we're seeing with all the remote workers and the sassy framework to enable a secure framework there, this it's almost the same thing. We're seeing this distributed services framework come up to support the applications better within the data centers, within the cloud data centers, so that you can drive that security closer to those applications and make sure they're, they're fully protected. Uh, and that's really driving a lot of the, you know, the zero trust stuff you hear, right? So never trust, always verify, making sure that everything is, is, is really secure micro-segmentation is another big area. So ensuring that these applications, when they're connected to each other, they're, they're fully segmented out. And that's again, because if someone does get a breach, if they are in your data center, you want to limit the blast radius, you want to limit the amount of damage that's done. So that by doing that, it really makes it a lot harder for them to see everything that's in there. >>You know, you mentioned zero trust. It used to be a buzzword, and now it's like become a mandate. And I love the mode analogy. You know, you build a moat to protect the queen and the castle, the Queens left the castles, it's just distributed. So how should we think about this, this pluribus and Nvidia solution. There's a spectrum, help us understand that you've got appliances, you've got pure software solutions. You've got what pluribus is doing with Nvidia, help us understand that. >>Yeah, absolutely. I think as organizations recognize the need to distribute their services to closer to the applications, they're trying different models. So from a legacy approach, you know, from a security perspective, they've got these centralized firewalls that they're deploying within their data centers. The hard part for that is if you want all this traffic to be secured, you're actually sending it out of the server up through the rack, usually to in different location in the data center and back. So with the need for agility, with the need for performance, right, that adds a lot of latency. Plus when you start needing to scale, that means adding more and more network connections, more and more appliances. So it can get very costly as well as impacting the performance. The other way that organizations are seeking to solve this problem is by taking the software itself and deploying it on the servers. Okay. So that's a, it's a great approach, right? It brings it really close to the applications, but the things you start running into there, there's a couple of things. One is that you start seeing that the DevOps team start taking on that networking and security responsibility, which they >>Don't want to >>Do, they don't want to do right. And the operations teams loses a little bit of visibility into that. Um, plus when you load the software onto the server, you're taking up precious CPU cycles. So if you're really wanting your applications to perform at an optimized state, having additional software on there, isn't going to, isn't going to do it. So, you know, when we think about all those types of things, right, and certainly the other side effects of that is the impact of the performance, but there's also a cost. So if you have to buy more servers because your CPU's are being utilized, right, and you have hundreds or thousands of servers, right, those costs are going to add up. So what, what Nvidia and pluribus have done by working together is to be able to take some of those services and be able to deploy them onto a smart Nick, right? >>To be able to deploy the DPU based smart SMARTNICK into the servers themselves. And then pluribus has come in and said, we're going to unify create that unified fabric across the networking space, into those networking services all the way down to the server. So the benefits of having that are pretty clear in that you're offloading that capability from the server. So your CPU's are optimized. You're saving a lot of money. You're not having to go outside of the server and go to a different rack somewhere else in the data center. So your performance is going to be optimized as well. You're not going to incur any latency hit for every trip round trip to the, to the firewall and back. So I think all those things are really important. Plus the fact that you're going to see from a, an organizational aspect, we talked about the dev ops and net ops teams. The network operations teams now can work with the security teams to establish the security policies and the networking policies. So that they've dev ops teams. Don't have to worry about that. So essentially they just create the guardrails and let the dev op team run. Cause that's what they want. They want that agility and speed. >>Yeah. Your point about CPU cycles is key. I mean, it's estimated that 25 to 30% of CPU cycles in the data center are wasted. The cores are wasted doing storage offload or, or networking or security offload. And, you know, I've said many times everybody needs a nitro like Amazon nugget, but you can't go, you can only buy Amazon nitro if you go into AWS. Right. Everybody needs a nitro. So is that how we should think about this? >>Yeah. That's a great analogy to think about this. Um, and I think I would take it a step further because it's, it's almost the opposite end of the spectrum because pluribus and video are doing this in a very open way. And so pluribus has always been a proponent of open networking. And so what they're trying to do is extend that now to these distributed services. So leverage working with Nvidia, who's also open as well, being able to bring that to bear so that organizations can not only take advantage of these distributed services, but also that unified networking fabric, that unified cloud fabric across that environment from the server across the switches, the other key piece of what pluribus is doing, because they've been doing this for a while now, and they've been doing it with the older application environments and the older server environments, they're able to provide that unified networking experience across a host of different types of servers and platforms. So you can have not only the modern application supported, but also the legacy environments, um, you know, bare metal. You could go any type of virtualization, you can run containers, et cetera. So a wide gambit of different technologies hosting those applications supported by a unified cloud fabric from pluribus. >>So what does that mean for the customer? I don't have to rip and replace my whole infrastructure, right? >>Yeah. Well, think what it does for, again, from that operational efficiency, when you're going from a legacy environment to that modern environment, it helps with the migration helps you accelerate that migration because you're not switching different management systems to accomplish that. You've got the same unified networking fabric that you've been working with to enable you to run your legacy as well as transfer over to those modern applications. Okay. >>So your people are comfortable with the skillsets, et cetera. All right. I'll give you the last word. Give us the bottom line here. >>So yeah, I think obviously with all the modern applications that are coming out, the distributed application environments, it's really posing a lot of risk on these organizations to be able to get not only security, but also visibility into those environments. And so organizations have to find solutions. As I said, at the beginning, they're looking to drive operational efficiency. So getting operational efficiency from a unified cloud networking solution, that it goes from the server across the servers to multiple different environments, right in different cloud environments is certainly going to help organizations drive that operational efficiency. It's going to help them save money for visibility, for security and even open networking. So a great opportunity for organizations, especially large enterprises, cloud providers who are trying to build that hyperscaler like environment. You mentioned the nitro card, right? This is a great way to do it with an open solution. >>Bob, thanks so much for, for coming in and sharing your insights. Appreciate it. >>You're welcome. Thanks. >>Thanks for watching the program today. Remember all these videos are available on demand@thekey.net. You can check out all the news from today@siliconangle.com and of course, pluribus networks.com many thanks diplomas for making this program possible and sponsoring the cube. This is Dave Volante. Thanks for watching. Be well, we'll see you next time.
SUMMARY :
And one of the best examples is Amazon's nitro. So if you can eliminate that waste, and Pete Lummus from Nvidia to take a deeper dive into the technology. Great to have you welcome folks. Thank you. So let's get into the, the problem situation with cloud unified network. and the first mandate for them is to become as agile as a hyperscaler. How does this tie together? Each of the public clouds have different networks that needs to be unified. So that's the fourth tenant How do customers get this vision realized? And I appreciate the tee up. That's the blue field and video. And so that is the first that's, that's the first step in the getting into realizing What is the relationship with clothes? So we have, you know, this concept of a Bluefield data processing unit, which if you think about it, the host, from the switch to the host, and really have that single pane of glass for So it really is a magical partnership between the two companies with pulled out of the market and, and you guys step up and create these new solutions. Um, so that, you know, if you sort of think about what, So if you look at what we've done with the DPU, with credit and an SDK, which is an open SDK called And it's all kind of, again, this is the new architecture Mike, you were talking about, how does customers So they need to migrate there and they need this architecture to be cost-effective. And then, um, uh, you know, with this, with this, our architectural approach effectively, Get the unified cloud architecture, I'm the customer guy, So now by, by terminating the networking on the DPU, Um, and the next benefit obviously So you have to have this new security model. And I think that's sort of what you see with the partnership between pluribus and Nvidia is the DPU is really the the go to market with an Nvidia? in the future, but right now, um, we're, we feel like we're partnered with the number one, And I talked about sort of, you know, uh, how much better that next generation of Bluefield So as we add new generations of Bluefield, you know, next, This is the future of, of cloud operations. You can go to www.pluribusnetworks.com/e Thanks so much for sharing the news. How can you simplify and unify your cloud networks to increase agility and business velocity? Ultimately the unified cloud fabric extends seamlessly across And we'll examine some of the use cases with Alessandra Burberry, Um, and the novelty about this system that integrates a distributed control So how does it integrate into Nvidia hardware and specifically So the first byproduct of this approach is that whatever And second, this gives you the ability to free up, I would say around 20, and this is what we think this enables a very clean demarcation between computer and So Pete, I gotta get, I gotta get you in here. And so, you know, again, it comes down to pragmatism and I think, So if infrastructure is code, you know, you're talking about, you know, that part of the stack And so that ability to automate, into the pluribus unified cloud networking vision, because this is what people are talking but this is not the place where you deploy most of your services in the cloud, particularly from a security standpoint, on the kind of hypervisor or compute solution you choose. That's probably the number one, I mean, I'm not, I'm just joking server listen network list, but the idea is it should the Butte technology and, uh, uh, we can actually integrate those capabilities directly So I love to get your thoughts about Uh, and so we provide, uh, you know, armed CPU's memory scale large enough, the question is, can you afford it? What's the benefit to the customers with this approach? And so you can run a DPU You've already identified some successes with some customers on your early field trials. couple of examples here, just to give you a flavor. And overall, they're hoping to get out of it, uh, uh, tremendous, and then they have a physical network to manage the, the idea of having again, one network, So I got to ask both of you to wrap this up. Um, so that's the week of March 21st through 24th. more or to know more and actually to sign up for the actual early field trial program, You're going to hear an independent analyst perspective and review some of the research from the enterprise strategy group ESG. Now let's get the perspective It's great to be What's what's driving it. So organizations are having to deal with this highly So a little bit counter to the fact and, you know, really counter to their overarching digital transformation I mean, I love how you bring in the data yesterday. So in the old days, it used to be easier in north south coming out of the server, So that by doing that, it really makes it a lot harder for them to see And I love the mode analogy. but the things you start running into there, there's a couple of things. So if you have to buy more servers because your CPU's are being utilized, the server and go to a different rack somewhere else in the data center. So is that how we should think about this? environments and the older server environments, they're able to provide that unified networking experience across environment, it helps with the migration helps you accelerate that migration because you're not switching different management I'll give you the last word. that it goes from the server across the servers to multiple different environments, right in different cloud environments Bob, thanks so much for, for coming in and sharing your insights. You're welcome. You can check out all the news from today@siliconangle.com and of course,
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DeLisa Alexander, Netha Hussain, Megan Byrd-Sanicki | Red Hat Summit 2020
from around the globe it's the cube with digital coverage of Red Hat summit 2020 brought to you by Red Hat hi I'm Stu min a man and this is the cubes coverage of Red Hat summit 2020 of course this year the event is happening all online and that gives us an opportunity to meet with red hat executives customers partners and practitioners where they are around the globe in this segment one of our favorites ever years we're talking to the women in open source and joining me for this segment first of all we have Elissa and Alexander who is the executive vice president and chief people officer of Red Hat this award fit thunder her domain dallisa it is great to see you again thanks so much for joining us thank you so much for having us all right and we have two of the Award winners so first if you see right next bit Elissa we have an epic Sain who's a doctor and PhD candidate in clinical neuroscience at the University of Gothenburg coming to us from Sweden method great to see you thank you very much all right we also have Megan Burge Sinicki who is a manager of research and operations at the open source program office at Google Megan thank you so much for joining us off though thanks for having me all right so dallisa let me hand it off to you is give our audience a little bit if they're not familiar with whipping an open source what the initiative is the community and you know what might have changed from previous years when we've talked about this sure so we realized that the tech industry is a great industry for diverse populations but a lot of diverse populations don't realize that and so as the open source leader we wanted to shine a light on the contributions that some of our underrepresented populations are making an open source that trying to inspire more people to join communities to participate to contribute we know that more diverse populations help us to innovate more rapidly they help us to solve more problems and so it's really important especially today with what's happening in the world lots of important problems to solve that we really invite more of our other upper sort of populations to join in the communities awesome so absolutely there there are lots of people that volunteer there are lots of people that do it as their day job Megan why don't we fuck you have a roll open source first Google as a strong legacy and open source in general so tell us a little bit about you know what you were working on and what you're being recognized for here yeah well a lot of the recognition comes from my work with the Drupal Association I had been with Drupal for 8 years hoping to build that foundation in supporting that community and lots of different ways from fundraising to community events running sprints and helping with their developer tools and so that was a lot what the award was based on and now I'm at Google and I've been here for about a year and a half and I run their research and operations and so Google is an expression of open source and we have thousands of people using thousands of projects and we want to make sure they do it well they feel supported that we are good citizens in the projects that we participate in and so my group provides the operational support to make sure that happens you know you know what one of the things that's always fascinating when I go to Red Hat there's so many projects there's so many participants from various walks of life last year at the show there was a lot of discussion of you know it was a survey really and said that you know the majority of people that tribute now it's actually part of their job as opposed to when I think back you know you go back a couple of decades ago and it was like oh well in my spare time or down in my basement I'm contributing here so maybe talk a little bit about the communities and you know what what Megan is embodying CSUN she worked on project now she's working for obviously a good partner of Red Hat's that does a lot of open source yeah I love the way she described what her role is at Google and that it's fascinating and Google has been really a huge contributor in the community for in communities for years and years so I think that what we're seeing with the communities and people saying yeah now it's part of my day job is that you know 20 years ago the idea that open-source development would be kind of on par with proprietary development and on par in terms of being used in the enterprise and the data center was something that I think many people questioned proprietary software was the way that most people felt comfortable making sure that their intellectual property is protected and that users could feel comfortable using it within the parameters required so that was the way it was 20 years ago and then now you think about you know most companies there is some form of open source that is part of their infrastructure so now open source is no longer you know that disrupter but it's really a viable alternative and organizations really want to use both they want to have some propriety or they want to have some open sources so that means like every company is going to need to have some need to understand how to participate in communities how to influence communities and Red Hat's a great partner in helping enterprise customers to be able to understand what those red Nets might look like and then helping to kind of harden it make sure things that they need to have application city to have certified or certified and make it really usable in a way they're comfortable with in the enterprise that's kind of special Red Hat place but it's just a tribute to where we come in a world in terms of open source being really accepted and thriving and it helps us to innovate much more rapidly yeah and there's there's no better way to look at not only where we are but where we're going then talk about what's happening in the academic world so that gives it brings us Aneta so you are the academic award winner you're a PhD candidate so tell us a little bit about your participation and open source what it means to be part of this community my PhD project involves using virtual reality to measure the arm movements of people with stroke so we have participants coming in into our lab so they we're these 3d glasses and then they start seeing virtual objects in the 3d space and they use their hands to touch at these targets and make them disappear and we have all these movements data specially interpreters and then we write code and analyze the data and find out how much they have recovered within one year after stroke this is my PhD project but my involvement with open source happens they before like in starting from 2010 I have been editing Wikipedia and I have been writing several articles related to medicine and healthcare so that is where I started with open open knowledge and then I moved on words and after my medical studies I moved to research and worked on this awesome project and so there are multiple ways by which I have engaged with open source that's far that's awesome my understanding is also some of the roots that you had and some of the medical things that you're doing have an impact on what's happening today so obviously we're all dealing with the global pandemic in Koba 19 so I'd like to hear you know what your involvement there you know your data obviously is politically important that we have the right data getting to the right people as fast as possible definitely yes right now I'm working on writing creating content for Wikipedia writing on articles related to Kobe 19 so I mostly work on writing about its socio-economic impact writing about Kobe 19 testing and also about the disease in general mental health issues surrounding that social stigma associated began with it and so forth so I use all these high-quality references from the World Health Organization the United Nations and also from several journals and synthesize them and write articles on Wikipedia so we have a very cool project called wiki project code 19 on Wikipedia where people who are interested in writing articles creating data uploading images related to poet 19 come together and create some good content out of it so I am a very active participant there alright and making my understanding is you you also have some initiatives related to kovat 19 maybe you can tell us a little bit about those yeah well one I'm loosely affiliated with this kovat act now and that is a combination of developers data scientists epidemiologists and US state government officials and it's looking at how was the curve look like and how does that curve get flattened if governor's made decisions faster or differently than what they're making today and how does it impact the availability of ICU beds and ventilators and so that is a tool that's being used today by many decision-makers here in the US and my contribution to that was they needed some resources I reached into Google and found some smart generous volunteers that are contributing to the dataset and actually I just connected with Neda do this award program and now she's connected and is gonna start working on this as well yes oh that's fantastic yeah I mean dallisa you know we've known for a long time you want to move fast if you want to connect you know lots of diverse groups you know open sources is an important driver there what what else are you seeing in your group you know with your hat is the the people officer you know obviously this is a big impact not only on all of your customers partners but on fun Red Hatters themselves well it is a huge impact we're so fortunate that we have some experience working remotely we have about 25 percent of our population that historically works remotely so we have that as a foundation but certainly the quick move the rapid move to really thinking about our people first and having them work from home across the globe that is unprecedented and at this point we have some individuals who have been working from home for many many many week and others that are really in entering their fourth week so we're starting to have this huge appreciation for what it's like to work remotely and what we can learn about more effective inclusion so I think you know back to the idea of women and open source and diversity inclusion one of the things you may always prided ourself in is we focus on inclusion and we think about things like okay if the person is not in the room with their remote let's make sure for including them let's make sure they get to speak first etcetera well now we're learning what it's really like to be remote and for everyone to be remote and so we're creating this muscle as an organization I think most organizations are doing this right getting a muscle you didn't have before we really really having to think about inclusion in a different way and you're building a capability as an organization that you didn't have to appreciate those that are not in the room and to make sure they are included because no one's in the room you know we're really important pieces and dallisa you know one of the things that that's always great about Red Hat summit is you you bring together all these people as we just heard you know that your two Award winners here you know got connected through the awards so maybe give us a little bit of a peek as to what sort of things the community can still look forward to how they can continue to connect even though we're all going to be remote for this event yeah this event is is it going to be great event and I hope everyone joins us along our journey we are fortunate that Red Hat you know as the open source leader really wants to take a leadership position in thinking about how we can shine a light on opportunities for us to highlight the value of diversity and inclusion and so we've got a number of events not throughout the summit that we'd love people to join in and we're going to be celebrating our women and open-source again at our women's leadership community lunch is now not a lunch it is now a discussion unless you're having your lunch that you can check your desk but we're having a great conversation at that event I mean by people to join in and have a deeper conversation and also another look at our women in open source Award winners but these Award winners are just so amazing every year that applications that are submitted are just more and more inspiring and all the finalists were people that are so impressive so I love the fact that our community continues to grow and that they're more and more impressive people that are joining the community and that they're making those connections so that together we can you know really shine a light on the value that women bring to the communities and continue to inspire other underrepresented groups to join in and participate then a you know research obviously is an area where open-source is pretty well used but just give us a little bit of viewpoint from your standpoint yourself and your peers you know I would think from the outside that you know open sourced is just kind of part of the fabric of the tools that you're using is it something that people think specifically about a course or does it just come naturally that people are you know leveraging using and even contributing what what's available the tool I'm using is called cuteness it's an open source tool written in Python and so that gives me the possibility to have a look in deeper into the code and see what's actually inside for example I would like to know how what is the size of the target that is shown in the virtual space and I can fit know that correctly to the millimeters because it's available to me in open source so I think these are the advantages which researchers see when they have tools open-source tools and at the same time there's also a movement in Sweden and in most of Europe where they want the researchers are asking for publishing their articles in open access journals so they want most of their research be published as transparent as possible and there is also this movement where people want researchers want to have their data put in some open data city so that everybody can have a look at it and do analysis on the data and build up on that data if other people want to so there's a lot going from the open access side and knowledge side and also the open source side in the research community and I'm looking forward to what probably 19 will do to this movement in future and I am sure people will start using more more and more open-source tools because after the Manderly yeah making I'm curious from your standpoint when I think about a lot of these communities you know meetups are just kind of some of the regular fabric of how I get things done as well as you know just lots of events tie into things so when you're talking to your colleagues when you're talking to your peers out there how much is kind of the state of reality today having an impact in any any learnings that you can share with gaudà yeah that is definitely a challenge that we're going to figure out together and I am part of a group called Foss responders we are reaching out to projects and listening to their needs and amplifying their needs and helping to get them connected with resources and one of the top three areas of need include how do I run an online community event how do I replace these meetups and what is wonderful is that groups have been moving in this direction already and so who would release a guide of how they run online events and they provide some tooling as well but so has WordPress put out a guide and other projects that have gone down this path and so in the spirit of open source everyone is sharing their knowledge and Foss responders is trying to aggregate that so that you can go to their site find it and take advantage of it yeah definitely something I've seen one of the silver linings is you know these communities typically have been a lot of sharing but even more so everybody's responding everybody's kind of rallying to the cause don't want to give you the final word obviously you know this is a nice segment piece that we usually expect to see at Red Hat summit so what else do you want to help share where the community is final closing thoughts well I think that you know we're not done yet we have been so fortunate to be able to highlight you know the contributions that women make to open source and that is a honor that we get to take that role but we need to continue to go down this path we are not we're not done we have not made the improvement in terms of the the representative in our communities that will actually foster all of the improvements and all the solutions that need to happen in the world though we're going to keep down this pathway and really encourage everyone to think through how you can have a more inclusive team how you can make someone feel included if you're participating in a community or in an organization so that we really continue to bring in more diversity and have more innovation well excellent thank you so much Alisa for sharing it thank you too - both of you Award winners and really look forward to reading more online definitely checking out some of the initiatives that you've shared valuable pieces that hopefully everybody can leverage all right lots more coverage from Red Hat summit 2020 I'm Stu minimun and as always thank you for watching the cube [Music]
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Randy Arseneau & Steve Kenniston, IBM | CUBEConversation, August 2019
from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape all right buddy welcome to this cute conversation my name is Dave Ville on time or the co-host of the cube and we're gonna have a conversation to really try to explore does infrastructure matter you hear a lot today I've ever since I've been in this business I've heard Oh infrastructure is dead hardware is dead but we're gonna explore that premise and with me is Randy Arsenault and Steve Kenaston they're both global market development execs at IBM guys thanks for coming in and let's riff thanks for having us Dave so here's one do I want to start with the data we were just recently at the MIT chief data officer event 10 years ago that role didn't even exist now data is everything so I want to start off with you here this bro my data is the new oil and we've said you know what data actually is more valuable than oil oil I can put in my car I can put in my house but I can't put it in both data is it doesn't follow the laws of scarcity I can use the same data multiple times and I can copy it and I can find new value I can cut cost I can raise revenue so data in some respects is more valuable what do you think right yeah I would agree and I think it's also to your point kind of a renewable resource right so so data has the ability to be reused regularly to be repurposed so I would take it even further we've been talking a lot lately about this whole concept that data is really evolving into its own tier so if you think about a traditional infrastructure model where you've got sort of compute and network and applications and workloads and on the edge you've got various consumers and producers of that data the data itself has those pieces have evolved the data has been evolving as well it's becoming more complicated it's becoming certainly larger and more voluminous it's better instrumented it carries much more metadata it's typically more proximal with code and compute so the data itself is evolving into its own tier in a sense so we we believe that we want to treat data as a tier we want to manage it to wrap the services around it that enable it to reach its maximum potential in a sense so guys let's we want to make this interactive in a way and I'd love to give you my opinions as well as links are okay with that but but so I want to make an observation Steve if you take a look at the top five companies in terms of market cap in the US of Apple Google Facebook Amazon and of course Microsoft which is now over a trillion dollars they're all data companies they've surpassed the bank's the insurance companies the the Exxon Mobil's of the world as the most valuable companies in the world what are your thoughts on that why is that I think it's interesting but I think it goes back to your original statement about data being the new oil the and unlike oil Ray's said you can you can put it in house what you can't put it in your car you also when it's burnt it's gone right but with data you you have it around you generate more of it you keep using it and the more you use it and the more value you get out of it the more value the company gets out of it and so as those the reason why they continue to grow in value is because they continue to collect data they continue to leverage that data for intelligent purposes to make user experiences better their business better to be able to go faster to be able to new new things faster it's all part of part of this growth so data is one of the superpowers the other superpower of course is machine intelligence or what everybody talks about as AI you know it used to be that processing power doubling every 18 months was what drove innovation in the industry today it's a combination of data which we have a lot of it's AI and cloud for scaling we're going to talk about cloud but I want to spend a minute talking about AI when I first came into this business AI was all the rage but we didn't have the amount of data that we had today we don't we didn't have the processing power it was too expensive to store all this data that's all changed so now we have this emerging machine intelligence layer being used for a lot of different inks but it's sort of sitting on top of all these workloads that's being injected into databases and applications it's being used to detect fraud to sell us more stuff you know in real time to save lives and I'm going to talk about that but it's one of these superpowers that really needs new hardware architectures so I want to explore machine intelligence a little bit it really is a game changers it really is and and and tying back to the first point about sort of the the evolution of data and the importance of data things like machine learning and adaptive infrastructure and cognitive infrastructure have driven to your point are a hard requirement to adapt and improve the infrastructure upon which that lives and runs and operates and moves and breathes so we always had Hardware evolution or development or improvements and networks and the basic you know components of the infrastructure being driven again by advances in material science and silicon etc well now what's happening is the growth and importance and and Dynamis city of data is far outpacing the ability of the physical sciences to keep pace right that's a reality that we live in so therefore things like you know cognitive computing machine learning AI are kind of bridging the gap almost between the limitations we're bumping up against in physical infrastructure and the immense unlocked potential of data so that intermediary is really where this phenomenon of AI and machine learning and deep learning is happening and you're also correct in pointing out that it's it's everywhere I mean it's imbuing every single workload it's transforming every industry and a fairly blistering pace IBM's been front and center around artificial intelligence in cognitive computing since the beginning we have a really interesting perspective on it and I think we bring that to a lot of the solutions that we offer as well Ginni Rometty a couple years ago actually use the term incumbent disruptors and when I think of that I think about artificial intelligence and I think about companies like the ones I mentioned before that are very valuable they have data at their core most incumbents don't they have data all over the place you know they might have a bottling plant at the core of the manufacturing plant or some human process at the core so to close that gap artificial intelligence from the incumbents the appointees they're gonna buy that from companies like IBM they're gonna you know procure Watson or other AI tools and you know or maybe you know use open-source AI tools but they're gonna then figure out how to apply those to their business to do whatever fraud detection or recommendation engines or maybe even improve security and we're going to talk about this in detail but Steve this there's got to be new infrastructure behind that we can't run these new workloads on infrastructure that was designed 30 40 years ago exactly I mean I think I am truly fascinated by with this growth of data it's now getting more exponential and why we think about why is it getting more exponential it's getting more exponential because the ease at which you can actually now take advantage of that data it's going beyond the big financial services companies the big healthcare companies right we're moving further and further and further towards the edge where people like you and I and Randi and I have talked about the maker economy right I want to be able to go in and build something on my own and then deliver it to either as a service as a person a new application or as a service to my infrastructure team to go then turn it on and make something out of that that infrastructure it's got to come down in cost but all the things that you said before performance reliability speed to get there intelligence about data movement how do we get smarter about those things all of the underlying ways we used to think about how we managed protect secure that it all has evolved and it's continuing to evolve everybody talks about the journey the journey to cloud why does that matter it's not just the cloud it's also the the componentry underneath and it's gonna go much broader much bigger much faster well and I would just add just amplify what Steve said about this whole maker movement one of the other pressures that that's putting on corporate IT is it's driving essentially driving product development and innovation out to the end to the very edge to the end user level so you have all these very smart people who are developing these amazing new services and applications and workloads when it gets to the point where they believe it can add value to the business they then hand it off to IT who is tasked with figuring out how to implement it scale it protect it secured debt cetera that's really where I believe I um plays a key role or where we can play a key role add a lot of values we understand that process of taking that from inception to scale and implementation in a secure enterprise way and I want to come back to that so we talked about data as one of the superpowers an AI and the third one is cloud so again it used to be processor speed now it's data plus AI and cloud why is cloud important because cloud enables scale there's so much innovation going on in cloud but I want to talk about you know cloud one dot o versus cloud two dot o IBM talks about you know the new era of cloud so what was cloud one dot o it was largely lift and shift it was taking a lot of crap locations and putting him in the public cloud it was a lot of tests in dev a lot of startups who said hey I don't need to you know have IT I guess like the cube we have no ID so it's great for small companies a great way to experiment and fail fast and pay for you know buy the drink that was one dot o cloud to dot all to datos is emerging is different it's hybrid it's multi cloud it's massively distributed systems distributed data on Prem in many many clouds and it's a whole new way of looking at infrastructure and systems design so as Steve as you and I have talked about it's programmable so it's the API economy very low latency we're gonna talk more about what that means but that concept of shipping code to data wherever it lives and making that cloud experience across the entire infrastructure no matter whether it's on Prem or in cloud a B or C it's a complicated problem it really is and when you think about the fact that you know the big the big challenge we started to run into when we were talking about cloud one always shadow IT right so folks really wanted to be able to move faster and they were taking data and they were actually copying it to these different locations to be able to use it for them simply and easily well once you broke that mold you started getting away from the security and the corporate furnance that was required to make sure that the business was safe right it but it but it but following the rules slowed business down so this is why they continued to do it in cloud 2.0 I like the way you position this right is the fact that I no longer want to move data around moving data it within the infrastructure is the most expensive thing to do in the data center so if I can move code to where I need to be able to work on it to get my answers to do my AI to do my intelligent learning that all of a sudden brings a lot more value and a lot more speed and speed as time as money rate if I can get it done faster I get more valuable and then just you know people often talk about moving data but you're right on you the last thing you want to do is move data in just think about how long it takes to back up the first time you ever backed up your iPhone how long it took well and that's relatively small compared to all the data in a data center there's another subtext here from a standpoint of cloud 2.0 and it involves the edge the edge is a new thing and we have a belief inside of wiki bond and the cube that we talk about all the time that a lot of the inference is going to be done at the edge what does that mean it means you're going to have factory devices autonomous vehicles a medical device equipment that's going to have intelligence in there with new types of processors and we'll talk about that but a lot of the the inference is that conclusions were made real-time and and by the way these machines will be able to talk to each other so you'll have a machine to machine communication no humans need to be involved to actually make a decision as to where should I turn or you know what should be the next move on the factory floor so again a lot of the data is gonna stay in place now what does that mean for IBM you still have an opportunity to have data hubs that collect that data analyze it maybe push it up to the cloud develop models iterate and push it back down but the edge is a fundamentally new type of approach that we've really not seen before and it brings in a whole ton of new data yeah that's a great point and it's a market phenomenon that has moved and is very rapidly moving from smartphones to the enterprise right so right so your point is well-taken if you look in the fact is we talked earlier that compute is now proximal to the data as opposed to the other way around and the emergence of things like mesh networking and you know high bandwidth local communications peer-to-peer communications it's it's not only changing the physical infrastructure model and the and the best practices around how to implement that infrastructure it's also fundamentally changing the way you buy them the way you consume them the way you charge for them so it's it's that shift is changing and having a ripple effect across our industry in every sense whether it's from the financial perspective the operational perspective the time to market perspective it's also and we talked a lot about industry transformation and disruptors that show up you know in an industry who work being the most obvious example and just got an industry from the from the bare metal and recreate it they are able to do that because they've mastered this new environment where the data is king how you exploit that data cost-effectively repeatably efficiently is what differentiates you from the pack and allows you to create a brand new business model that that didn't exist prior so that's really where every other industry is going you talking about those those those big five companies in North America that are that are the top top companies now because of data I often think about rewind you know 25 years do you think Amazon when they built Amazon really thought they were going to be in the food service business that the video surveillance business the drone business all these other book business right maybe the book business right but but their architecture had to scale and change and evolve with where that's going all around the data because then they can use these data components and all these other places to get smarter bigger and grow faster and that's that's why they're one of the top five this is a really important point especially for the young people in the audience so it used to be that if you were in an industry if you were in health care or you were in financial services or you were in manufacturing you were in that business for life every industry had its own stack the sales the marketing the R&D everything was wired to that industry and that industry domain expertise was really not portable across businesses because of data and because of digital transformations companies like Amazon can get into content they can get into music they can get it to financial services they can get into healthcare they can get into grocery it's all about that data model being portable across those industries it's a very powerful concept that you and I mean IBM owns the weather company right so I mean there's a million examples of traditional businesses that have developed ways to either enter new markets or expand their footprint in existing markets by leveraging new sources of data so you think about a retailer or a wholesale distributor they have to very accurately or as accurately as possible forecast demand for goods and make sure logistically the goods are in the right place at the right time well there are million factors that go into that there's whether there's population density there's local cultural phenomena there's all sorts of things that have to be taken into consideration previously that would be near impossible to do now you can sit down again as an individual maker I can sit down at my desk and I can craft a model that consumes data from five readily available public api's or data sets to enhance my forecast and I can then create that model execute it and give it to two of my IT guy to go scale-out okay so I want to start getting into the infrastructure conversation again remember the premise of this conversation it doesn't read for structure matter we want to we want to explore that oh I start at the high level with with with cloud multi-cloud specifically we said cloud 2.0 is about hybrid multi cloud I'm gonna make a statements of you guys chime in my my assertion is that multi cloud has largely been a symptom of multi-vendor shadow IT different developers different workloads different lines of business saying hey we want to we want to do stuff in the cloud this happened so many times in the IT business all and then I was gonna govern it how is this gonna be secure who's got access control on and on and on what about compliance what about security then they throw it over to IT and they say hey help us fix this and so itea said look we need a strategy around multi cloud it's horses for courses maybe we go for cloud a for our collaboration software cloud B for the cognitive stuff cloud C for the you know cheap and deep storage different workloads for different clouds but there's got to be a strategy around that so I think that's kind of point number one and I T is being asked to kind of clean up this stuff but the future today the clouds are loosely coupled there may be a network that connects them but there's there's not a really good way to take data or rather to take code ship it to data wherever it lives and have it be a consistent well you were talking about an enterprise data plane that's emerging and that's kind of really where the opportunity is and then you maybe move into the control plane and the management piece of it and then bring in the edge but envision this mesh of clouds if you will whether it's on pram or in the public cloud or some kind of hybrid where you can take metadata and code ship it to wherever the data is leave it there much smaller you know ship five megabytes of code to a petabyte of data as opposed to waiting three months to try to ship you know petabytes to over the network it's not going to work so that's kind of the the spectrum of multi cloud loosely coupled today going to this you know tightly coupled mesh your guys thoughts on that yeah that's that's a great point and and I would add to it or expand that even further to say that it's also driving behavioral fundamental behavioral and organizational challenges within a lot of organizations and large enterprises cloud and this multi cloud proliferation that you spoke about one of the other things that's done that we talked about but probably not enough is it's almost created this inversion situation where in the past you'd have the business saying to IT I need this I need this supply chain application I need this vendor relationship database I need this order processing system now with the emergence of this cloud and and how easy it is to consume and how cost-effective it is now you've got the IT guys and the engineers and the designers and the architects and the data scientists pushing ideas to the business hey we can expand our footprint and our reach dramatically if we do this so you've get this much more bi-directional conversation happening now which frankly a lot of traditional companies are still working their way through which is why you don't see you know 100% cloud adoption but it drives those very productive full-duplex conversations at a level that we've never seen before I mean we encounter clients every day who are having these discussions are sitting down across the table and IT is not just doesn't just have a seat at the table they are often driving the go-to-market strategy so that's a really interesting transformation that we see as well in addition to the technology so there are some amazing things happening Steve underneath the covers and the plumbing and infrastructure and look at we think infrastructure matters that's kind of why we're here we're infrastructure guys but I want to make a point so for decades this industry is marked to the cadence of Moore's law the idea that you can double processing speeds every 18 months disk drive processors disk drives you know they followed that curve you could plot it out the last ten years that started to attenuate so what happened is chip companies would start putting more cores on to the real estate well they're running out of real estate now so now what's happening is we've seen this emergence of alternative processors largely came from mobile now you have arm doing a lot of offload processing a lot of the storage processing that's getting offloaded those are ARM processors in video with GPUs powering a lot of a lot of a is yours even seeing FPGAs they're simple they're easy them to spin up Asics you know making a big comeback so you've seen these alternative processes processors powering things underneath where the x86 is and and of course they're still running applications on x86 so that's one sort of big thing big change in infrastructure to support this distributed systems the other is flash we saw flash basically take out spinning disk for all high-speed applications we're seeing the elimination of scuzzy which is a protocol that sits in between the the the disk you know and the rest of the network that's that's going away you're hearing things like nvme and rocky and PCIe basically allowing stores to directly talk to the so now a vision envision this multi-cloud system where you want to ship metadata and code anywhere these high speed capabilities interconnects low latency protocols are what sets that up so there's technology underneath this and obviously IBM is you know an inventor of a lot of this stuff that is really gonna power this next generation of workloads your comments yeah I think I think all that 100% true and I think the one component that we're fading a little bit about it even in the infrastructure is the infrastructure software right there's hardware we talked a lot talked about a lot of hardware component that are definitely evolving to get us better stronger faster more secure more reliable and that sort of thing and then there's also infrastructure software so not just the application databases or that sort of thing but but software to manage all this and I think in a hybrid multi cloud world you know you've got these multiple clauses for all practical purposes there's no way around it right marketing gets more value out of the Google analytic tools and Google's cloud and developers get more value out of using the tools in AWS they're gonna continue to use that at the end of the day I as a business though need to be able to extract the value from all of those things in order to make different business decisions to be able to move faster and surface my clients better there's hardware that's gonna help me accomplish that and then there are software things about managing that whole consetta component tree so that I can maximize the value across that entire stack and that stack is multiple clouds plus the internal clouds external clouds everything yeah so it's great point and you're seeing clear examples of companies investing in custom hardware you see you know Google has its own ship Amazon its own ship IBM's got you know power 9 on and on but none of this stuff works if you can't manage it so we talked before about programmable infrastructure we talked about the data plane and the control plane that software that's going to allow us to actually manage these multiple clouds as at least a quasi single entity you know something like a logical entity certainly within workload classes and in Nirvana across the entire you know network well and and the principal or the principle drivers of that evolution of course is containerization right so the containerization phenomenon and and you know obviously with our acquisition of red hat we're now very keenly aware and acutely plugged into the whole containerization phenomenon which is great we're you're seeing that becoming almost the I can't think of us a good metaphor but you're seeing containerization become the vernacular that's being spoken in multiple different types of reference architectures and use case environments that are vastly different in their characteristics whether they're high throughput low latency whether they're large volume whether they're edge specific whether they're more you know consolidated or hub-and-spoke models containerization is becoming the standard by which those architectures are being developed and with which they're being deployed so we think we're very well-positioned working with that emerging trend and that rapidly developing trend to instrument it in a way that makes it easier to deploy easier to instrument easier to develop so that's key and I want to sort of focus now on the relevance of IBM one side one thing that we understand because that that whole container is Asian think back to your original point Dave about moving data being very expensive and the fact that the fact that you want to move code out to the data now with containers microservices all of that stuff gets a lot easier development becomes a lot faster and you're actually pushing the speed of business faster well and the other key point is we talked about moving code you know to the data as you move the code to the data and run applications anywhere wherever the data is using containers the kubernetes etc you don't have to test it it's gonna run you know assuming you have the standard infrastructure in place to do that and the software to manage it that's huge because that means business agility it means better quality and speed alright let's talk about IBM the world is complex this stuff is not trivial the the more clouds we have the more edge we have the more data we have the more complex against IBM happens to be very good at complex three components of the innovation cocktail data AI and cloud IBM your customers have a lot of data you guys are good with data it's very strong analytics business artificial intelligence machine intelligence you've invested a lot in Watson that's a key component business and cloud you have a cloud it's not designed to compete not knock heads and the race to zero with with the cheap and deep you know storage clouds it's designed to really run workloads and applications but you've got all three ingredients as well you're going hard after the multi cloud world for you guys you've got infrastructure underneath you got hardware and software to manage that infrastructure all the modern stuff that we've talked about that's what's going to power the customers digital transformations and we'll talk about that in a moment but maybe you could expand on that in terms of IBM's relevance sure so so again using the kind of maker the maker economy metaphor bridging from that you know individual level of innovation and creativity and development to a broadly distributed you know globally available work loader or information source of some kind the process of that bridge is about scale and reach how do you scale it so that it runs effectively optimally is easily managed Hall looks and feels the same falls under the common umbrella of services and then how do you get it to as many endpoints as possible whether it's individuals or entities or agencies or whatever scale and reach iBM is all about scale and reach I mean that's kind of our stock and trade we we are able to take solutions from small kind of departmental level or kind of skunkworks level and make them large secure repeatable easily managed services and and make them as turnkey as possible our services organizations been doing it for decades exceptionally well our product portfolio supports that you talk about Watson and kind of the cognitive computing story we've been a thought leader in this space for decades I mean we didn't just arrive on the scene two years ago when machine learning and deep learning and IO ste started to become prominent and say this sounds interesting we're gonna plant our flag here we've been there we've been there for a long time so you know I kind of from an infrastructure perspective I kind of like to use the analogy that you know we are technology ethos is built on AI it's built on cognitive computing and and sort of adaptive computing every one of our portfolio products is imbued with that same capability so we use it internally we're kind of built from AI for AI so maybe that's the answer to this question of it so what do you say that somebody says well you know I want to buy you know my flash storage from pure AI one of my bi database from Oracle I want to buy my you know Intel servers from Dell you know whatever I want to I want to I want control and and and I gotta go build it myself why should I work with IBM do you do you get that a lot and how do you respond to that Steve I think I think this whole new data economy has opened up a lot of places for data to be stored anywhere I think at the end of the day it really comes down to management and one of the things that I was thinking about as you guys were we're conversing is the enterprise class or Enterprise need for things like security and protection that sort of thing that rounds out the software stack in our portfolio one of the things we can bring to the table is sure you can go by piece parts and component reform from different people that you want right and in that whole notion around fail-fast sure you can get some new things that might be a little bit faster that might be might be here first but one of the things that IBM takes a lot of pride was a lot of qual a lot of pride into is is the quality of their their delivery of both hardware and software right so so to me even though the infrastructure does matter quite a bit the question is is is how much into what degree so when you look at our core clients the global 2,000 right they want to fail fast they want to fail fast securely they want to fail fast and make sure they're protected they want to fail fast and make sure they're not accidentally giving away the keys to the kingdom at the end of the day a lot of the large vendor a lot of the large clients that we have need to be able to protect their are their IP their brain trust there but also need the flexibility to be creative and create new applications that gain new customer bases so the way I the way I look at it and when I talk to clients and when I talk to folks is is we want to give you them that while also making sure they're they're protected you know that said I would just add that that and 100% accurate depiction the data economy is really changing the way not only infrastructure is deployed and designed but the way it can be I mean it's opening up possibilities that didn't exist and there's new ones cropping up every day to your point if you want to go kind of best to breed or you want to have a solution that includes multi vendor solutions that's okay I mean the whole idea of using again for instance containerization thinking about kubernetes and docker for instance as a as a protocol standard or a platform standard across heterogeneous hardware that's fine like like we will still support that environment we believe there are significant additive advantages to to looking at IBM as a full solution or a full stack solution provider and our largest you know most mission critical application clients are doing that so we think we can tell a pretty compelling story and I would just finally add that we also often see situations where in the journey from the kind of maker to the largely deployed enterprise class workload there's a lot of pitfalls along the way and there's companies that will occasionally you know bump into one of them and come back six months later and say ok we encountered some scalability issues some security issues let's talk about how we can develop a new architecture that solves those problems without sacrificing any of our advanced capabilities all right let's talk about what this means for customers so everybody talks about digital transformation and digital business so what's the difference in a business in the digital business it's how they use data in order to leverage data to become one of those incumbent disruptors using Ginny's term you've got to have a modern infrastructure if you want to build this multi cloud you know connection point enterprise data pipeline to use your term Randy you've got to have modern infrastructure to do that that's low latency that allows me to ship data to code that allows me to run applet anywhere leave the data in place including the edge and really close that gap between those top five data you know value companies and yourselves now the other piece of that is you don't want to waste a lot of time and money managing infrastructure you've got to have intelligence infrastructure you've got to use modern infrastructure and you've got to redeploy those labor assets toward a higher value more productive for the company activities so we all know IT labor is a chop point and we spend more on IT labor managing Leung's provisioning servers tuning databases all that stuff that's gotta change in order for you to fund digital transformations so that to me is the big takeaway as to what it means for customer and we talked about that sorry what we talked about that all the time and specifically in the context of the enterprise data pipeline and within that pipeline kind of the newer generation machine learning deep learning cognitive workload phases the data scientists who are involved at various stages along the process are obviously kind of scarce resources they're very expensive so you can't afford for them to be burning cycles and managing environments you know spinning up VMs and moving data around and creating working sets and enriching metadata that they that's not the best use of their time so we've developed a portfolio of solutions specifically designed to optimize them as a resource as a very valuable resource so I would vehemently agree with your premise we talked about the rise of the infrastructure developer right so at the end of the day I'm glad you brought this topic up because it's not just customers it's personas Pete IBM talks to different personas within our client base or our prospect base about why is this infrastructure important to to them and one of the core components is skill if you have when we talk about this rise of the infrastructure developer what we mean is I need to be able to build composable intelligent programmatic infrastructure that I as IT can set up not have to worry about a lot of risk about it break have to do in a lot of troubleshooting but turn the keys over to the users now let them use the infrastructure in such a way that helps them get their job done better faster stronger but still keeps the business protected so don't make copies into production and screw stuff up there but if I want to make a copy of the data feel free go ahead and put it in a place that's safe and secure and it won't it won't get stolen and it also won't bring down the enterprise's is trying to do its business very key key components - we talked about I infused data protection and I infused storage at the end of the day it's what is an AI infused data center right it needs to be an intelligent data center and I don't have to spend a lot of time doing it the new IT person doesn't want to be troubleshooting all day long they want to be in looking at things like arm and vme what's that going to do for my business to make me more competitive that's where IT wants to be focused yeah and it's also we just to kind of again build on this this whole idea we haven't talked a lot about it but there's obviously a cost element to all this right I mean you know the enterprise's are still very cost-conscious and they're still trying to manage budgets and and they don't have an unlimited amount of capital resources so things like the ability to do fractional consumption so by you know pay paper drink right buy small bits of infrastructure and deploy them as you need and also to Steve's point and this is really Steve's kind of area of expertise and where he's a leader is kind of data efficiency you you also can't afford to have copy sprawl excessive data movement poor production schemes slow recovery times and recall times you've got a as especially as data volumes are ramping you know geometrically the efficiency piece and the cost piece is absolutely relevant and that's another one of the things that often gets lost in translation between kind of the maker level and the deployment level so I wanted to do a little thought exercise for those of you think that this is all you know bromide and des cloud 2.0 is also about we're moving from a world of cloud services to one where you have this mesh which is ubiquitous of of digital services you talked about intelligence Steve you know the intelligent data center so all these all these digital services what am I talking about AI blockchain 3d printing autonomous vehicles edge computing quantum RPA and all the other things on the Gartner hype cycle you'll be able to procure these as services they're part of this mesh so here's the thought exercise when do you think that owning and driving your own vehicle is no longer gonna be the norm right interesting thesis question like why do you ask the question well because these are some of the disruptions so the questions are designed to get you thinking about the potential disruptions you know is it possible that our children's children aren't gonna be driving their own car it's because it's a it's a cultural change when I was 16 year olds like I couldn't wait but you started to see a shifted quasi autonomous vehicles it's all sort of the rage personally I don't think they're quite ready yet but it's on the horizon okay I'll give you another one when will machines be able to make better diagnosis than doctors actually both of those are so so let's let's hit on autonomous and self-driving vehicles first I agree they're not there yet I will say that we have a pretty thriving business practice and competency around working with a das providers and and there's an interesting perception that a das autonomous driving projects are like there's okay there's ten of them around the world right maybe there's ten metal level hey das projects around the world what people often don't see is there is a gigantic ecosystem building around a das all the data sourcing all the telemetry all the hardware all the network support all the services I mean building around this is phenomenal it's growing at a had a ridiculous rate so we're very hooked into that we see tremendous growth opportunities there if I had to guess I would say within 10 to 12 years there will be functionally capable viable autonomous vehicles not everywhere but they will be you will be able as a consumer to purchase one yeah that's good okay and so that's good I agree that's a the time line is not you know within the next three to five years all right how about retail stores will well retail stores largely disappeared we're we're rainy I was just someplace the other day and I said there used to be a brick-and-mortar there and we were walking through the Cambridge Tseng Galleria and now the third floor there's no more stores right there's gonna be all offices they've shrunken down to just two floors of stores and I highly believe that it's because you know the brick you know the the retailers online are doing so well I mean think about it used to be tricky and how do you get in and and and I need the Walmart minute I go cuz I go get with Amazon and that became very difficult look at places like bombas or Casper or all the luggage plate all this little individual boutique selling online selling quickly never having to have to open up a store speed of deployment speed of product I mean it's it's it's phenomenal yeah and and frankly if if Amazon could and and they're investing billions of dollars and they're trying to solve the last mile problem if Amazon could figure out a way to deliver ninety five percent of their product catalog Prime within four to six hours brick-and-mortar stores would literally disappear within a month and I think that's a factual statement okay give me another one will banks lose control traditional banks lose control of the payment systems you can Moselle you see that banks are smart they're buying up you know fin tech companies but right these are entrenched yeah that's another one that's another one with an interesting philosophical element to it because people and some of its generational right like our parents generation would be horrified by the thought of taking a picture of a check or using blockchain or some kind of a FinTech coin or any kind of yeah exactly so Bitcoin might I do my dad ask you're not according I do I don't bit going to so we're gonna we're waiting it out though it's fine by the way I just wanted to mention that we don't hang out in the mall that's actually right across from our office I want to just add that to the previous comment so there is a philosophical piece of it they're like our generation we're fairly comfortable now because we've grown up in a sense with these technologies being adopted our children the concept of going to a bank for them will be foreign I mean it will make it all have no context for the content for the the the process of going to speak face to face to another human it just say it won't exist well will will automation whether its robotic process automation and other automation 3d printing will that begin to swing the pendulum back to onshore manufacturing maybe tariffs will help to but again the idea that machine intelligence increasingly will disrupt businesses there's no industry that's safe from disruption because of the data context that we talked about before Randy and I put together a you know IBM loves to use were big words of transformation agile and as a sales rep you're in the field and you're trying to think about okay what does that mean what does that mean for me to explain to my customer so he put together this whole thing about what his transformation mean to one of them was the taxi service right in the another one was retail so and not almost was fencers I mean you're hitting on on all the core things right but this transformation I mean it goes so deep and so wide when you think about exactly what Randy said before about uber just transforming just the taxi business retailers and taxis now and hotel chains and that's where the thing that know your customer they're getting all of that from data data that I'm putting it not that they're doing work to extract out of me that I'm putting in so that autonomous vehicle comes to pick up Steve Kenaston it knows that Steve likes iced coffee on his way to work gives me a coupon on a screen I hit the button it automatically stops at Starbucks for me and it pre-ordered it for me you're talking about that whole ecosystem wrapped around just autonomous vehicles and data now it's it's unbeliev we're not far off from the Minority Report era of like Anthem fuck advertising targeted at an individual in real time I mean that's gonna happen it's almost there now I mean you just use point you will get if I walk into Starbucks my phone says hey why don't you use some points while you're here Randy you know so so that's happening at facial recognition I mean that's all it's all coming together so and again underneath all this is infrastructure so infrastructure clearly matters if you don't have the infrastructure to power these new workloads you're drugged yeah and I would just add and I think we're all in agreement on that and and from from my perspective from an IBM perspective through my eyes I would say we're increasingly being viewed as kind of an arms dealer and that's a probably a horrible analogy but we're being used we're being viewed as a supplier to the providers of those services right so we provide the raw materials and the machinery and the tooling that enables those innovators to create those new services and do it quickly securely reliably repeatably at a at a reasonable cost right so it's it's a step back from direct engagement with consumer with with customers and clients and and architects but that's where our whole industry is going right we are increasingly more abstracted from the end consumer we're dealing with the sort of assembly we're dealing with the assemblers you know they take the pieces and assemble them and deliver the services so we're not as often doing the assembly as we are providing the raw materials guys great conversation I think we set a record tends to be like that so thank you very much for no problem yeah this is great thank you so much for watching everybody we'll see you next time you're watching the cube
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OLD VERSION | Arvind Krishna, IBM | Red Hat Summit 2018
brought to you by Red Hat well welcome back everyone this two cubes exclusive coverage here in San Francisco California for Red Hat summit 20:18 I'm John Ferreira co-host of the cube with my analyst co-host this week John Troy year co-founder of The Reckoning advisory services and our next guest is Arvind Krishna who's the senior vice president of hybrid cloud at IBM Reese and director of IBM Research welcome back to the cube good to see you hey John and John Wade you guys just kick it confuse get to John's here great to have you on because you guys are doing some deals with Red Hat obviously the leader at open source you guys are one of them as well contributing to Linux it's well documented the IBM has three books on your role relationship to Linux so yeah check check but you guys are doing a lot of work with cloud in a way that you know frankly is very specific to IBM but also has a large industry impact not like the classic cloud so I want to get who tie the knot here and put that together so first I got to ask you take a minute to talk about why you're here with red hat what's the update with IBM with Red Hat yeah great John thanks and thanks for giving me the time I'm going to talk about it in two steps one I'm going to talk about a few common Tenace between IBM and Red Hat and then I'll go from there to the specific news so for the context we both believe in Linux I think that's easy to state we both believe in containers I think that's the next thing to state and we'll come back and talk about containers because this is a world containers are linked to Linux containers are linked to these technologies called kubernetes containers are linked to how you make workloads portable across many different environments both private and public then I go on from there to say and we both believe in hybrid hybrid meaning that people want the ability to run their workload wherever they want beat on a private cloud beat on a public cloud and do it without having to rewrite everything as you go across okay so let's just average those are the market needs so then you come back and say an IBM as a great portfolio of middleware names like WebSphere and db2 and I can go on and on and rather has a great footprint of Linux in the enterprise so now you say we got the market need of hybrid we got these two things which between them of tens of millions maybe hundreds of millions of endpoints how do you make that need get fulfilled by this and that's what we just announced here so we announced that IBM middleware will run containerized on RedHat containers on Red Hat Enterprise Linux in addition we said IBM cloud private which is the ability to bring all of the IBM middleware in a sort of a cloud friendly form right you click and you install it keeps itself up it doesn't go down it's elastic in a set of technologies we call IBM cloud private running in turn on Red Hat open shift container service on Red Hat Linux so now for the first time if you say I want private I want public I want to go here I want to go there you have a complete certified stack that is complete I think I can say we are unique in the industry and giving you this this and this is where this is kind of where the fruit comes on the tree off the tree for you guys you know we've been good following you guys for years you know every where's the cloud strategy and first well it's not like you don't have a cloud strategy you have cloud products right so you have to deliver the goods you've got the system replays the market need we all knows the hybrid cloud multi-cloud choice cetera et cetera right you take Red Hat's footprint your capabilities your combined install base is foundational right so and nothing needs to change there's no lifting shift there's no rip and replace you can it's out there it's foundational now on top of it is where the action is that's what we're that's what were you kind of getting at right that's correct so so we can go into somebody there running let's say a massive online banking application or the running a reservation system is using technologies from Asus using Linux underneath and today it's all a bunch of piece parts you have a huge complex stuff it's all hard wired and rigidly nailed down to the floor in a few places and I can say hey I'll take the application I don't have to rewrite the application I can containerize it I can put it here and that same app now begins to work but in a way that's a lot more fluid in elastic well by the way I want to do a bit more work I want to expose a bit of it up as micro-services I want search Samia you can go do that you want to fully make it microservices enable to be able to make it as little components and digestible you can do that so you can take it in sort of bite-sized chunks and go from one to the other at the pace that you want and that's game-changing yeah that's what I really like about this announcement it really brings the best of breed together right you did you know there's a lot of talk about containers and legacy and we you know we've been talking about what goes where and do you have to break everything up like you were just saying but the the announcement today you know WebSphere the this the you know a battle-tested huge enterprise scale component db2 those things containerized and also in a framework like with IBM we either with IBM Microsoft things or others right that's um that's a huge endorsement for open shipped as a platform absolutely it is and look we would be remiss if we didn't talk a little bit I mean we use the word containers and containers a lot yes you're right containers is a really really important technology but what containers enable is much more than prior attempts such as vm's and all have done containers really allow you to say hey I saw the security problem I solved the patching problem the restart problem all those problems that lie around the operations of a typical enterprise can get solved with containers VM sold a lot about isolating the infrastructure but they didn't solve as John was saying the top half of the stack and that's I think the huge power here yeah I want to just double click on that because I think the containers thing is instrument because you know first of all being in the media and loving what we do we're kind of a new kind of media company but traditional media has been throwing IBM under the bus and saying oh you know old guard and all these things but here's the thing you don't have to change anything you could containers you can essentially wrap it up and then bring a micro-services architecture into it so you can actually leverage at cloud scale so what interests me is is that you can move instantly value proposition wise pre-existing market cloud if I if you will with operational capabilities and this is where I like the cloud private so I want to kind of go with the ever second if I have a need to take what I have an IBM when it's WebSphere now I got developers I got installed base I'd have to put a migration plan away I containerize it thank you very much I do some cloud native stuff but I want to make it private my use case is very specific maybe it's confidential maybe it's like a government region whatever I can create a cloud operations is that right I can cloud apply it and run it absolutely correct so when you look at about private to go down that path we said well private allows you to run on your private infrastructure but I want all these abilities you just described John I want to be able to do micro services I want to be able to scale up and down I want to be able to say operations happen automatically so it gives you all that but in the private without having to go all the way to the public so if you cared a lot about you're in a regulated industry because you went down government or confidential data or you say this data is so sensitive I don't really I'm not going to take the risk of it being anywhere else it absolutely gives you that ability to go do that and and that is what we brought to our private to the market for and then you combine it with open shift and now you get the powers of both together so you guys essentially have brought to the table the years of effort with bluemix all that good stuff going on you can bring any he'd actually run this in any industry vertical pretty much right absolutely so if you look at what what the past has been for the entire industry it has been a lot about constructing a public cloud not just to us but us and our competition and a public cloud has certain capabilities and it has certain elasticity it has a global footprint but it does not have a footprint that's in every zip code or in every town or in every city that song ought to happen to the public cloud so we say it's a hybrid world meaning that you're going to run some bulk loads on a public cloud and like to run some bulk loads on a private and I'd like to have the ability that I don't have to pre decide which is where and that is what the containers the micro services the open ship that combination all gives you to say you don't need to pre decide you fucker you rewrite the workload on to this and then you can decide where it runs well I was having this conversation with some folks at and recent Amazon Web Services conference to say well if you go to cloud operations then the on-prem is essentially the edge it's not necessary then the definition of on-premise really doesn't even exist so if you have cloud operations in a way what is the data center then it's just a connected tissue that's right it's the infrastructure which you set up and then at that point the software manages the data center as opposed to anything else and that's kind of being the goal that we are all being wanted it sounds like this is visibility into IBM's essentially execution plan from day one we've been seeing in connecting the dots having the ability to take either pre-existing resources foundational things like red hat or whatnot in the enterprise not throwing it away building on top of it and having a new operating model with software with elastic scale horizontally scalable synchronous all those good things enabling micro search with kubernetes and containers now for the first time I could roll out new software development life cycles in a cloud native environment without foregoing legacy infrastructure and investment absolutely and one more element and if you want to insert some public cloud services into the environment beat in private or in public you can go do that for example you want to insert a couple of AI services into your middle of your application you can go do that so the environment allows you to do what he described and these additions we're talking about people for a second though the the titles that we haven't mentioned CIO you know business leader business unit leaders how are they looking at the digital transformation and business transformation in your client base as you go out and talk to us so let's take a hypothetical back and every bank today is looking about at simple questions how do i improve my customer experience and everyone in this a customer experience really do mean digital customer experience to make it very tangible and what they mean by that is how I get my end customer engaged with me through an app the apps probably on a device like this some smartphone we won't say what it is and and so how do you do that and so they say well well you were to check your balance you obviously want to maybe look at your credit card you want to do all those things the same things we do today so that application exists there is not much point in rewriting it you might do the UI up but it's an app that exists then you say but I also want to give you information that's useful to you in the context of what you're doing I want to say you can get a 10 second not a not a 30-day load but a ten-second law I want to make it offer to you in the middle of you browsing credit cards all those are new customer this thinks are hot where do you construct those apps how do you mix and match it how do you use all the capabilities along with the data you got to go do that and what we are trying to now say here is a platform that you can go all that do all that on right to that complete lifecycle you mentioned the development lifecycle but I got to add to the the data lifecycle as well as here is the versioning here are my area models all those things built in into one platform and scales are huge the new competitive advantage you guys are enabling that so I got to ask you on the question on on multi cloud I'll see as people start building out the cloud on pram and with public cloud the things you're laying out I can see that going on for a while a lot of work being done there we seeing that wiki bond had a true private cloud before I thought was truly telling a lot of growth they're still not going away public cloud certainly has grown the numbers are clear however the word multi clouds being kicked around I think it's more of a future state obviously but people have multiple clouds will have relationships with multiple clouds no one's gonna have one Klaus not a winner-take-all game winner take most but you're gonna have multiple clouds what does multi-cloud mean to you guys in your architecture because is that moving workloads in real time based upon spot pricing indexes or is that just co-locating on clouds and saying I got this SAP on that cloud that app on that cloud control plane did these are architectural questions it's the thing hell is multi cloud so these are today and then there is a tomorrow and then there is a long future state right so let's take today let's check IBM we're on Salesforce we're on service now we're on workday we're on SuccessFactors well all these are different clouds we run our own public cloud we run our own private cloud and we have traditional data center and we might have some of the other clouds also through apps that we bought that we don't even know okay so let's just toss I think every one of our clients is like this so multi cloud is here today I begin with that first simple statement and I need to connect the data and it comes connect when things go away the next step I think people nobody's gonna have only one even public cloud I think the big public clouds most people are gonna have to if not more that's today and tomorrow your channel partners have clouds by the way your global s lies all have clouds there's a cloud for crying out loud right so then you go into the aspirational state and that may be the one he said where people do spot pricing but even if I stay back from spot pricing and completely dynamic and of worrying about network and I'm worrying about video reach I just back up on to but I may decide it I have this app I run it on private well but I don't have all the infrastructures I want to bust it today and I've very robust it to I got to decide which public and how do I go there and that's a problem of today and we're doing that and that is why I think multi-cloud is here now not some pointed problem the problem statement there is latency managing you know service level agreements between clouds and so on and so forth governance where does my data go because there may be regulate regulate through reasons to decide where the data can flow and all the great point about the cloud I never thought about that way it's a good good illustration I would also say that I see the same argument of database world not everyone has db2 that everyone has Oracle number one has databases are everywhere you have databases part of IOT devices now so like no one makes a decision on the database similar was proud you're seeing a similar dynamic it's the glue layer that to me interest me as you how do you bring them together so holistically looking at the 20 mile stare in the future what is the integration strategy long term if you look at a distributed system or an operating system there has to be an architectural guiding principle for absolute integration you know well that's 30 years now in the making so we can say networking everybody had their own networking standards and the let's say the 80s though it probably goes back to the 70s right yeah an SN a tcp/ip you had NetBIOS TechNet deck that go on and on and in the end is tcp/ip that one out as the glue others by the way survived but in pockets and then tcp/ip was the glue then you can fast forward 15 years beyond that an HTTP became the glue we call that the internet then you can fast forward you can say now how to make applications portable and I would turn around and tell you that containers on linux with kubernetes as orchestration is that glue layer now in order to make it so just like in tcp/ip it wasn't enough to say tcp/ip you needed routing tables you needed DNS you needed name repositories you needed all those things similarly you need all those here I've called those catalogs and automation so that's the glue layer that makes all of this work this is important I love this conversation because I've been ranting on this in the queue for years you're nailed it a new stack is development DNS this is olden Internet infrastructure cloud infrastructure at the global scale is seeing things like Network effect okay we see blockchain in token economics like databases multiple database on structured data a new plethora of new things are happening that are building on top of say HTTP correct and this is the new opportunity this is the new the new platform which is emerging and it's going to enable businesses to operate you said at scale to be very digital to be very nimble application life cycles are not always going to be months they're gonna come down to days and this is what gets enabled so I want you to give your opinion personal or IBM or whatever perspective because I think you nailed the glue layer on cue and a stalker and these this new glue layer that and you made reference system things like HTTP and TCP which changed the industry landscape wealth creation new up new new brands emerged companies we've never heard of emerged out of this and we're all using them today we expect a new set of brands are gonna emerge new technologies and emerge in your expert opinion how gigantic is this swarm of new innovation gonna be just because you've seen many ways before in your view your mind's eye what are you expecting wouldn't share your your insight into how big of a shift and wave is this is going to be and add some color to that I think that if I take a take a shorter and then a longer term view in the short term I think that we said that this is on the order of 100 billion dollars that's not just our estimate I think even Gartner estimated about the same number that'll be the amount of opportunity for new technologies in what we've been describing and that is I think short term if I go longer term I think as much as 1/2 but at least 1/4 of the complete ID market is going to shift onto these technologies so then the winners are those that make the shift and then bye-bye clusion the losers of those who don't make this shift faster Afghan and stop the market moves that's that's he was interesting we used to like look at certain segments going back years oh this companies reap platform Ising we platforming they're their operative lift and shift and all this stuff what you're talking about here is so game-changing because the industries Reap lat forming that's a company that's it's an industry that's right any and I think the the the Internet era of 1995 to put that point it's perhaps the easiest analogy to what is happening not the not the emergence of cloud not the emergence of all that I think that was small steps what we're talking about now is back to the 1995 statement every vertical is upgrading their stack across the board from e-commerce to whatever that's right it's completely modernizing correct around cloud what we call digital transformation in a sense yes what not a big fan of the word but I lied I understand what you mean great insight our thanks for coming on the Kuban Sharon because we even get to some of the other good stuff but IBM and Red Hat doing some great stuff obviously foundational I mean Red Hat Tier one first-class citizen in every single enterprise and software environment you know now saw open source runs the world you guys you guys are no stranger to Linux being the first billion dollar investment going back so you guys have a heritage there so congratulations on the relationships that go around about ninety nine nine yeah and and I love the strategy hybrid cloud here at IBM and right at this the cube bring you all the action here in San Francisco I'm John for John Troy you're more live covers stay with us here in the cube Willie right back
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