Intel is still a formidable force

It is easy to kick someone who is down. Bad news have stronger ripple effects than the good ones. Intel® is going through a rough patch, and perhaps the worst one so far. They delayed their 7nm manufacturing process, one which could have given Intel® the breathing room in the CPU war with rival AMD. And this delay has been pushed back to 2021, possibly 2022.

Intel Apple Collaboration and Partnership started in 2005

Their association with Apple® is coming to an end after 15 years, and more security flaws surfaced after the Spectre and Meltdown debacle. Extremetech probably said it best (or worst) last month:

If we look deeper (and I am sure you have), all these negative news were related to their processors. Intel® is much, much more than that.

Their Optane™ storage prowess

I have years of association with the folks at Intel® here in Malaysia dating back 20 years. And I hardly see Intel® beating it own drums when it comes to storage technologies but they are beginning to. The Optane™ revolution in storage, has been a game changer. Optane™ enables the implementation of persistent memory or storage class memory, a performance tier that sits between DRAM and the SSD. The speed and more notable the latency of Optane™ are several times faster than the Enterprise SSDs.

Intel pyramid of tiers of storage medium

If you want to know more about Optane™’s latency and speed, here is a very geeky article from Intel®:

The list of storage vendors who have embedded Intel® Optane™ into their gears is long. Vast Data, StorOne™, NetApp® MAX Data, Pure Storage® DirectMemory Modules, HPE 3PAR and Nimble Storage, Dell Technologies PowerMax, PowerScale, PowerScale and many more, cement Intel® storage prowess with Optane™.

3D Xpoint, the Phase Change Memory technology behind Optane™ was from the joint venture between Intel® and Micron®. That partnership was dissolved in 2019, but it has not diminished the momentum of next generation Optane™. Alder Stream and Barlow Pass are going to be Gen-2 SSD and Persistent Memory DC DIMM respectively. A screenshot of the Optane™ roadmap appeared in Blocks & Files last week.

Intel next generation Optane roadmap

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Reap at low tide

[ Note: This article was published on Linkedin more than 6 months ago. Here is the original link to the article ]

[ Update (Apr 13 2020): Amid the COVID-19 pandemic and restricted movement globally,  we can turn our pessimism into an opportunistic one ]

Nature has a way of teaching us. What works and what doesn’t are often hidden in plain sight, but we human are mostly too occupied to notice the things that work.

Why are they not spending?

This news appeared in my LinkedIn feed. It read “Malaysian Banks Don’t Spend Enough on Tech“. It irked me immensely because in a soft economy climate (the low tide), our Malaysian financial institutions should be spending more on technology (reaping the opportunity) to get ahead.

Why are the storks and the egrets in my page photo above waiting and wading in the knee-deep waters? Because at low tide, when the waves ebb, food is exposed to them abundantly. They scurry for shrimps, small crabs, cockles, mussels and more. This is nature’s way.

From the report, the technology spending average among the Malaysian banks is pathetic.

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The negative domino effect on SMEs

When the banks are not spending on technology, the other industries, especially the SMEs (small medium enterprises) follow suit. The “penny pinching” and “tightening purse string” effect permeates across industries, slowly and surely putting the negative effect in tech spending into a volatile spin-cycle.

From a macro-economic point of view, spending slows down. Buying less means lesser demands and effectively, lowering supply, and it rolls on. The law of demand and supply just got dumped into an abyss.

A great opportunity for those who see it

When I was an engineer at Sun Microsystems more than 2 decades ago, I read a comment delivered by one of the executives. It said “When times are bad, those who know will get the best parts“. I took his comment to heart because what he said held true, even until today.

This is the best time, when the country is experiencing an economic downturn. When the competitors are holding back and may be reeling from the negative effects of the economy, the banks are in the best position to grab the best deals. This is the time to gain market share, when the competition is holding back for fear that the economy will become softer.

Furthermore, with the low interest rates across the board, there is no better time than the present to step up the tech spending. Banks should know this very well but I am perplexed.

That is why the Malaysian banks must kick start their tech spending campaign now. And the SMEs will follow, overturning the downturn with demands of spending for the best “parts”. The supply “factories” are fired up again, and will lead to a positive growth to the economy.

Bank Negara RMiT is that one opportunity

One thing which has been looming is Bank Negara, Malaysia’s Central Bank, RMiT (Risk Management in Technology) framework. A new version was released in July 2019, and to me as an outsider, is a great opportunity to grab the best parts. And some of these standards will come into effect in January 2020

Bank Negara is strongly encouraging banks to improve the security and the confidence of the country’s financial industry, and the RMiT framework is really a prod to increase tech spending. Unfortunately, in some of my business interactions with a few of the banks, the feet dragging practice is prevalent.

Nature’s lesson

The best time to have your best pick is at low tide. This is nature’s lesson for us. What are we waiting for?

DellEMC Project Nautilus Re-imagine Storage for Streams

[ 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 presented at this event. The content of this blog is of my own opinions and views ]

Cloud computing will have challenges processing data at the outer reach of its tentacles. Edge Computing, as it melds with the Internet of Things (IoT), needs a different approach to data processing and data storage. Data generated at source has to be processed at source, to respond to the event or events which have happened. Cloud Computing, even with 5G networks, has latency that is not sufficient to how an autonomous vehicle react to pedestrians on the road at speed or how a sprinkler system is activated in a fire, or even a fraud detection system to signal money laundering activities as they occur.

Furthermore, not all sensors, devices, and IoT end-points are connected to the cloud at all times. To understand this new way of data processing and data storage, have a look at this video by Jay Kreps, CEO of Confluent for Kafka® to view this new perspective.

Data is continuously and infinitely generated at source, and this data has to be compiled, controlled and consolidated with nanosecond precision. At Storage Field Day 19, an interesting open source project, Pravega, was introduced to the delegates by DellEMC. Pravega is an open source storage framework for streaming data and is part of Project Nautilus.

Rise of  streaming time series Data

Processing data at source has a lot of advantages and this has popularized Time Series analytics. Many time series and streams-based databases such as InfluxDB, TimescaleDB, OpenTSDB have sprouted over the years, along with open source projects such as Apache Kafka®, Apache Flink and Apache Druid.

The data generated at source (end-points, sensors, devices) is serialized, timestamped (as event occurs), continuous and infinite. These are the properties of a time series data stream, and to make sense of the streaming data, new data formats such as Avro, Parquet, Orc pepper the landscape along with the more mature JSON and XML, each with its own strengths and weaknesses.

You can learn more about these data formats in the 2 links below:

DIY is difficult

Many time series projects started as DIY projects in many organizations. And many of them are still DIY projects in production systems as well. They depend on tribal knowledge, and these databases are tied to an unmanaged storage which is not congruent to the properties of streaming data.

At the storage end, the technologies today still rely on the SAN and NAS protocols, and in recent years, S3, with object storage. Block, file and object storage introduce layers of abstraction which may not be a good fit for streaming data.

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Is General Purpose Object Storage disenfranchised?

[Disclosure: I am 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 will be covered by GestaltIT, the organizer and I am 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]

This is NOT an advertisement for coloured balls.

This is the license to brag for the vendors in the next 2 weeks or so, as we approach the 2020 new year. This, of course, is the latest 2019 IDC Marketscape for Object-based Storage, released last week.

My object storage mentions

I have written extensively about Object Storage since 2011. With different angles and perspectives, here are some of them:

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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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Intel IoT Revolution for Malaysia Industry 4.0

Intel rocks!

I have been following Intel for a few years now, a big part was for their push of the 3D Xpoint technology. Under the Optane brand, Intel has several forms of media types, addressing persistent memory to storage class and solid state storage. Intel, in recent years, has been more forefront with their larger technology portfolio and it is not just about their processors anymore. One of the bright areas I am seeing myself getting more engrossed in (and involved into) is their IoT (Internet of Things) portfolio, and it has been very exciting so far.

Intel IoT and Deep Learning Frameworks

The efforts of the Intel IoTG (Internet of Things Group) in Asia Pacific are recognized rapidly. The drive of the Industry 4.0 revolution is strong. And I saw the brightest spark of the Intel folks pushing the Industry 4.0 message on homeground Malaysia.

After the large showing by Intel at the Semicon event 2 months ago, they turned up a notch in Penang at their own Intel IoT Summit 2019, which concluded last week.

At the event, Intel brought out their solid engineering geeks. There were plenty of talks and workshops on Deep Learning, AI, Neural Networks, with chatters on Nervana, Nauta and Saffron. Despite all the technology and engineering prowess of Intel was showcasing, there was a worrying gap.

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Digital Transformation means Change in People

I wrote about Digital Transformation a few weeks ago. In the heart of it, People are the real key to the transformation of every organization. Following up what I described earlier, Change is the factor that People in every organization have to embrace.

Drowning and going blind

We are swarmed by technology. We are inundated with everything digital and we are attracted to the latest buzz and hype. In the sea of it all, these things have made us, the People reliant of technology. This reliance, this needy dependency, has made us complacent. We settle because the boring and mundane tasks have been taken away from us. Moreover, the constant firehose feeding our lives has created “digital drowning“, a situation I would like describe as gasping for a breather to think clearly. We are bogged by digital quagmire, blinded by what shiny things and we lose sight of the strategic focus.

We shrivel and we go back to what we think is our comfort zone.

Change is constant and uncomfortable

I once read that our known comfort zone is no longer our safety zone. That idea of everyone’s safety zone has been obliterated aeons ago. I love the following quote from Seth Godin, my absolute marketing guru.

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As he rightly pointed out, “There is no ‘ever after’. There’s just the chaos of now“. We don’t arrive at a comfortable place after the change. There is no comfortable place or safety place for that matter … at all. The Digital Transformation or what ever Information Age we described our generation earlier, is constant change. We have to ride the hungry bear and we have to saddle the ferocious dragon at all times. We have to learn to ride the bucking bronco!

So, we learn. We change and change. Continue reading

Storage Performance Considerations for AI Data Paths

The hype of Deep Learning (DL), Machine Learning (ML) and Artificial Intelligence (AI) has reached an unprecedented frenzy. Every infrastructure vendor from servers, to networking, to storage has a word to say or play about DL/ML/AI. This prompted me to explore this hyped ecosystem from a storage perspective, notably from a storage performance requirement point-of-view.

One question on my mind

There are plenty of questions on my mind. One stood out and that is related to storage performance requirements.

Reading and learning from one storage technology vendor to another, the context of everyone’s play against their competitors seems to be  “They are archaic, they are legacy. Our architecture is built from ground up, modern, NVMe-enabled“. And there are more juxtaposing, but you get the picture – “We are better, no doubt“.

Are the data patterns and behaviours of AI different? How do they affect the storage design as the data moves through the workflow, the data paths and the lifecycle of the AI ecosystem?

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The Heart of Digital Transformation is …

Businesses have taken up Digital Transformation in different ways and at different pace. In Malaysia, company boardrooms are accepting Digital Transformation as a core strategic initiative, crucial to develop competitive advantage in their respective industries. Time and time again, we are reminded that Data is the lifeblood and Data fuels the Digital Transformation initiatives.

The rise of CDOs

In line with the rise of the Digital Transformation buzzword, I have seen several unique job titles coming up since a few years ago. Among those titles, “Chief Digital Officer“, “Chief Data Officer“, “Chief Experience Officer” are some eye-catching ones. I have met a few of them, and so far, those I met were outward facing, customer facing. In most of my conversations with them respectively, they projected a front that their organization, their business and operations have been digital transformed. They are ready to help their customers to transform. Are they?

Tech vendors add more fuel

The technology vendors have an agenda to sell their solutions and their services. They paint aesthetically pleasing stories of how their solutions and wares can digitally transform any organizations, and customers latch on to these ‘shiny’ tech. End users get too fixated that technology is the core of Digital Transformation. They are wrong.

Missing the Forest

As I gather more insights through observations, and more conversations and more experiences, I think most of the “digital transformation ready” organizations are not adopting the right approach to Digital Transformation.

Digital Transformation is not tactical. It is not a one-time, big bang action that shifts from not-digitally-transformed to digitally-transformed in a moment. It is not a sprint. It is a marathon. It is a journey that will take time to mature. IDC and its Digital Transformation MaturityScape Framework is spot-on when they first released the framework years ago.

IDC Digital Transformation Maturityscape

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