The prudence needed for storage technology companies

Blitzscaling has been on my mind a lot. Ever since I discovered that word a while back, it has returned time and time again to fill my thoughts. In the wake of COVID-19, and in the mire of this devastating pandemic, is blitzscaling still the right strategy for this generation of storage technology, hyperconverged, data management and cloud storage startups?

What the heck is Blitzscaling? 

For the uninformed, here’s a video of Reid Hoffman, co-founder of Linked and a member of the Paypal mafia, explaining Blitzscaling.

Blitzscaling is about hyper growing, scaling ultra fast and rocketing to escape velocity, at the expense of things like management efficiency, financial prudence, profits and others. While this blog focuses on storage companies, blitzscaling is probably most recognizable in the massive expansion of Uber (and contraction) a few years ago. In the US, the ride hailing war is between Uber and Lyft, but over here in South East Asia, just a few years back, it was between Uber and Grab. In China it was Uber and Didi.

From the storage angle, 2 segments exemplified the blitzscaling culture between 2015 and 2020.

  • All Flash Startups
  • Hyper Converged Infrastructure Startups

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Resilient Integrated Data Protection against Ransomware

Early in the year, I wrote about NAS systems being a high impact target for ransomware. I called NAS a goldmine for ransomware. This is still very true because NAS systems are the workhorses of many organizations. They serve files and folders and from it, the sharing and collaboration of Work.

Another common function for NAS systems is being a target for backups. In small medium organizations, backup software often direct their backups to a network drive in the network. Even for larger enterprise customers too, NAS is the common destination for backups.

Backup to NAS system

Typical NAS backup for small medium organizations.

Backup to Data Domain with NAS Protocols

Backup to Data Domain with NAS (NFS, CIFS) Protocols

Ransomware is obviously targeting the backup as another high impact target, with the potential to disrupt the rescue and the restoration of the work files and folders.

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Down the rabbit hole with Kubernetes Storage

Kubernetes is on fire. Last week VMware® released the State of Kubernetes 2020 report which surveyed companies with 1,000 employees and above. Results were not surprising as the adoptions of this nascent technology are booming. But persistent storage remained the nagging concern for the Kubernetes serving the infrastructure resources to applications instances running in the containers of a pod in a cluster.

The standardization of storage resources have settled with CSI (Container Storage Interface). Storage vendors have almost, kind of, sort of agreed that the API objects such as PersistentVolumes, PersistentVolumeClaims, StorageClasses, along with the parameters would be the way to request the storage resources from the Pre-provisioned Volumes via the CSI driver plug-in. There are already more than 50 vendor specific CSI drivers in Github.

Kubernetes and CSI initiative

Kubernetes and the CSI (Container Storage Interface) logos

The CSI plug-in method is the only way for Kubernetes to scale and keep its dynamic, loadable storage resource integration with external 3rd party vendors, all clamouring to grab a piece of this burgeoning demands both in the cloud and in the enterprise.

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Rebooting Infrascale

[ Disclosure: I was invited by GestaltIT as a delegate to their Storage Field Day 19 event from Jan 22-24, 2020 in the Silicon Valley USA. My expenses, travel, accommodation and conference fees were covered by GestaltIT, the organizer and I was not obligated to blog or promote the vendors’ technologies to be presented at this event. The content of this blog is of my own opinions and views ]

Infrascale™ was relatively unknown for the Storage Field Day 19 delegates when they presented a few weeks ago in San Jose. Between 2015-2017, they have received several awards and accolades, including being in the Leaders quadrant for the 2017 Gartner Magic Quadrant for DR-as-a-Service.

I have known of Infrascale since 2016 as the BC and DR landscape was taking off back then, gravitating towards the cloud as a secondary platform for recovery.

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Green Storage? Meh!

Something triggered my thoughts a few days ago. A few of us got together talking about climate change and a friend asked how green was the datacenter in IT. With cloud computing booming, I would say that green computing isn’t really the hottest thing at present. That in turn, leads us to one of the most voracious energy beasts in the datacenter, storage. Where is green storage in the equation?

What is green?

Over the past decade, several storage related technologies were touted as more energy efficient. These include

  • Tape – when tapes are offline, they do not consume power and do not require cooling
  • Virtualization – Virtualization reduces the number of servers and desktops, and of course storage too
  • MAID (Massive Array of Independent Disks) – the arrays spin down the HDDs if idle for a period of time
  • SSD (Solid State Drives) – Compared to HDDs, SSDs consume much less power, and overall reduce the cooling needs
  • Data Footprint Reduction – Deduplication, compression and other technologies to reduce copies of data
  • SMR (Shingled Magnetic Recording) Drives – Higher areal density means less drives but limited by physics.

The largest gorilla in storage technology

HDDs still dominate the market and they are the biggest producers of heat and vibration in a storage array, along with the redundant power supplies and fans. Until and unless SSDs dominate, we have to live with the fact that storage disk drives are not green. The statistics from Statistica below forecasts that in 2021, the shipment of SSDs will surpass HDDs.

Today the areal density of HDDs have increased. With SMR (shingled magnetic recording), the areal density jumped about 25% more than the 1Tb/inch (Terabit per inch) in the CMR (conventional magnetic recording) drives. The largest SMR in the market today is 16TB from Seagate with 18TB SMR in the horizon. That capacity is going to grow significantly when EAMR (energy assisted magnetic recording) – which counts heat assisted and microwave assisted – drives enter the market next year. The areal density will grow to 1.6Tb/inch with a roadmap to 4.0Tb/inch. Continue reading

Brainy Commvault

[Disclosure: I was invited by Commvault as a Media person and Social Ambassador to their Commvault GO 2019 Conference and also a Tech Field Day eXtra delegate from Oct 13-17, 2019 in the Denver CO, USA. My expenses, travel, accommodation and conference fees were covered by Commvault, the organizer and I was not obligated to blog or promote their technologies presented at this event. The content of this blog is of my own opinions and views]

The waltz across the Commvault-Hedvig mine field will not be easy. Commvault will have a lot of open discussions about their acquisition of Hedvig and how Hedvig “primary storage platform” will fit into a “secondary storage framework” of Commvault. The outcome of this consummation is yet to appear as a structured form. The storyline will eventually form as Commvault’s diligence to define their strategy moving forward.

Day 1

Day 1 was my open day at Commvault GO. I was absorbing the first impressions of Commvault again even though this was my third Commvault GO, after Washington DC and Nashville in 2017 and 2018 respectively. There was certainly a “startup” feeling again in Commvault since the appointment of Sanjay Mirchandani as CEO 9 months ago.

A lot of excitement and buzz were generated around the metallic, the Commvault venture into Software-as-a-Service (SaaS). The SaaS solution is targeted at the mid-market for organizations with 500-2500 staff count. Its simplicity and pricing were the 2 things which gave me a good feeling all over. There is even a 45-day trial for metallic.

Getting Brainy

My Day 2 itinerary was more specific because my agenda for this trip was to seek answers to the realization of Commvault-Hedvig.

Commvault took the distinction of using the vision of a DataBrain (#databrain) to define their strategy. From the picture below, the left and right hemisphere of the DataBrain forms the Storage Management piece on the left and Data Management on the right.

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Commvault coming all together

[Disclosure: I was invited by Commvault as a Media person and Social Ambassador to their Commvault GO 2019 Conference and also a Tech Field Day eXtra delegate from Oct 13-17, 2019 in the Denver CO, USA. My expenses, travel, accommodation and conference fees were covered by Commvault, the organizer and I was not obligated to blog or promote their technologies presented at this event. The content of this blog is of my own opinions and views]

This trip to the Commvault GO conference was pretty much a mission to find answers to their Hedvig acquisition just a month ago. It was an unprecedented move for Commvault and I, as an industry observer and pundit, took the news positively. I wrote in my blog about Commvault’s big bet and I liked their boldness in their approach.

But the news did not bode well back here in Malaysia. The local technology news portal, Data Storage Asean picked up the news in a rather unconvinced way. 2 long time Commvault partners I spoke to were obviously unhappy because the acquisition made little sense to them on the back of closing of the Commvault Malaysia office just weeks before this with more unsettling rumours of the Commvault team in Asia Pacific. The broken trust and the fear of what the future held for the Commvault customers in Malaysia and in the region were riding along with me on this trip.

But I have seen the beginning of the Commvault transformation from the Commvault GO conferences I have attended since 2017. This is my 3rd Commvault GO and I ended Day 1 with good vibes.

Here were some of my highlights in the first day. Continue reading

Data Renaissance in Oil and Gas

The Oil and Gas industry, especially in the upstream Exploration and Production (EP) sector, has been enjoying a renewed vigour in the past few years. I have kept in touch with the developments of the EP side because I always have a soft spot for the industry. I have engaged in infrastructure and solutions in the petrotechnical side in my days at Sun Microsystems back in the late 90s. The engagements with EP intensified in my first stint at NetApp, wearing the regional Oil & Gas consulting engineer here in South Asia for almost 6 years. Then, with Interica in 2014, I was dealing with subsurface data and seismic interpretation technology. EP is certainly an exciting sector to cover because there are so much technical work involved and the technologies, especially the non-IT, are breath taking.

I have been an annual registrant to the Digital Energy Journal events since 2013, except last year, and I have always enjoyed their newsletter. This week I attended Digital Energy 2-day conference again, and I was taken in by the exciting times in EP. Here are a few of my views and trends observation in this data renaissance.

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Commvault big bet

I woke up at 2.59am in the morning of Sept 5th morning, a bit discombobulated and quickly jumped into the Commvault call. The damn alarm rang and I slept through it, but I got up just in time for the 3am call.

As I was going through the motion of getting onto UberConference, organized by GestaltIT, I was already sensing something big. In the call, Commvault was acquiring Hedvig and it hit me. My drowsy self centered to the big news. And I saw a few guys from Veritas and Cohesity on my social media group making gestures about the acquisition.

I spent the rest of the week thinking about the acquisition. What is good? What is bad? How is Commvault going to move forward? This is at pressing against the stark background from the rumour mill here in South Asia, just a week before this acquisition news, where I heard that the entire Commvault teams in Malaysia and Asia Pacific were released. I couldn’t confirm the news in Asia Pacific, but the source of the news coming from Malaysia was strong and a reliable one.

What is good?

It is a big win for Hedvig. Nestled among several scale-out primary storage vendors and little competitive differentiation, this Commvault acquisition is Hedvig’s pay day.

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