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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Thinking small to solve Big

[This article was posted in my LinkedIn at https://www.linkedin.com/pulse/thinking-small-solve-big-chin-fah-heoh/ on Sep 9th 2019]

The world’s economy has certainly turned. And organizations, especially the SMEs, are demanding more. There were times that many technology vendors and their tier 1 systems integrators could get away with plenty of high level hobnobbing, and showering the prospect with their marketing wow-factor. But those fancy, smancy days are drying up and SMEs now do a lot of research and demand a more elaborate and a more comprehensive technology solution to their requirements.

The SMEs have the same problems faced by the larger organizations. They want more data stored, protected and recoverable, and maximize the value of data. However, their risk factors are much higher than the larger enterprises, because a disruption or a simple breakdown could affect their business and operations far greater than larger organizations. In most situations, they have no safety net.

So, the past 3 odd years, I have learned that as a technology solution provider, as a systems integrator to SMEs, I have to be on-the-ball with their pains all the time. And I have to always remember that they do not have the deep pockets, especially when the economy in Malaysia has been soft for years.

That is why I have gravitated to technology solutions that matter to the SMEs and gentle to their pockets as well. Take for instance a small company called Itxotic I discovered earlier this year. Itxotic is a 100% Malaysian home-grown technology startup, focusing on customized industry intelligence, notably computer vision AI. Their prominent technology include defect detection in a manufacturing production line.

 

At the Enterprise level, it is easy for large technology providers like Hitachi or GE or Siemens to peddle similar high-tech solutions to SMEs requirements. But this would come with a price tag of hundreds of thousands of ringgit. SMEs will balk at such a large investment because the price tag is definitely something not comprehensible to the SME factories. That is why I gravitated to the small thinking of Itxotic, where their small, yet powerful technology solves big problems in the SMEs.

And this came about when more Industry 4.0 opportunities started to come into my radar. Similarly, I was also approached to look into a edge-network data analytics technology to be integrated into PLCs (programmable logic controllers). At present, the industry consultants who invited me, are peddling a foreign technology solution, and the technology costs RM13,000 per CPU core. In a typical 4-core processor IPC (industrial PC), that is a whopping RM52,000, minus the hardware and integration services. This can easily drive up the selling price of over RM100K, again, a price tag that will trigger a mini heart attack with the SMEs.

I am tasked by the industry consultants to design a more cost-friendly, aka cheaper solution and today, we are already building an alternative with Apache Kafka, its connectors and Grafana for visual reporting. And I think the cost to build this alternative technology will be probably 70-80% cheaper than the one they are reselling now. The “think small, solve Big” mantra is beginning to take hold, and I am excited about it.

In the “small” mantra, I mean to be intimate and humble with the end users. One lesson I have learned over the past years is, the SMEs count on their technology partners to be with them. They have no room for failure because a costly failure is likely to be devastating to their operations and business. Know the technology you are pitching well, so that the SMEs are confident that you can deliver, not some over-the-top high-level technology pitch. Look deep into the technology integration with their existing technology and operations, and carefully and meticulously craft and curate a well mapped plan for them. Commit to their journey to ensure their success.

I have often seen technology vendors and resellers leaving SMEs high and dry when it comes to something outside their scope, and this has been painful. That is why this isn’t a downgrade for me when I started working with the SMEs more often in the past 3 years, even though I have served the enterprise for more than 25 years. This invaluable lesson is an upgrade for me to serve my SME customers better.

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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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Whither HPC, HPE?

HPE is acquiring Cray Inc. Almost 3 years ago, HPE acquired SGI. Back in 2017, HPE partnered WekaIO, and invested big in the latest Series C funding of WekaIO just weeks ago.

Cray, SGI and WekaIO are all strong HPC technology companies. Given the strong uptick in the HPC market, especially commercial HPC, we cannot deny HPE’s ambition to become the top SuperComputing and HPC vendor in the industry. Continue reading

Scaling new HPC with Composable Architecture

[Disclosure: I was invited by Dell Technologies as a delegate to their Dell Technologies World 2019 Conference from Apr 29-May 1, 2019 in the Las Vegas USA. Tech Field Day Extra was an included activity as part of the Dell Technologies World. My expenses, travel, accommodation and conference fees were covered by Dell Technologies, 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]

Deep Learning, Neural Networks, Machine Learning and subsequently Artificial Intelligence (AI) are the new generation of applications and workloads to the commercial HPC systems. Different from the traditional, more scientific and engineering HPC workloads, I have written about the new dawn of supercomputing and the attractive posture of commercial HPC.

Don’t be idle

From the business perspective, the investment of HPC systems is high most of the time, and justifying it to the executives and the investors is not easy. Therefore, it is critical to keep feeding the HPC systems and significantly minimize the idle times for compute, GPUs, network and storage.

However, almost all HPC systems today are inflexible. Once assigned to a project, the resources pretty much stay with the project, even when the workload processing of the project is idle and waiting. Of course, we have to bear in mind that not all resources are fully abstracted, virtualized and software-defined whereby you can carve out pieces of the hardware and deliver a percentage of that resource. Case in point is the CPU, where you cannot assign certain clock cycles of CPU to one project and another half to the other. The technology isn’t there yet. Certain resources like GPU is going down the path of Virtual GPU, and into the realm of resource disaggregation. Eventually, all resources of the HPC systems – CPU, memory, FPGA, GPU, PCIe channels, NVMe paths, IOPS, bandwidth, burst buffers etc – should be disaggregated and pooled for disparate applications and workloads based on demands of usage, time and performance.

Hence we are beginning to see the disaggregated HPC systems resources composed and built up the meet the diverse mix and needs of HPC applications and workloads. This is even more acute when a AI project might grow cold, but the training of AL/ML/DL workloads continues to stay hot

Liqid the early leader in Composable Architecture

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Connecting ideas and people with Dell Influencers

[Disclosure: I was invited by Dell Technologies as a delegate to their Dell Technologies World 2019 Conference from Apr 29-May 1, 2019 in the Las Vegas USA. My expenses, travel, accommodation and conference fees were covered by Dell Technologies, 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]

I just got home from Vegas yesterday after attending my 2nd Dell Technologies World as one of the Dell Luminaries. The conference was definitely a bigger one than the one last year, with more than 15,000 attendees. And there was a frenzy of announcements, from Dell Technologies Cloud to new infrastructure solutions, and more. The big one for me, obviously was Azure VMware Solutions officiated by Microsoft CEO Satya Nadella and VMware CEO Pat Gelsinger, with Michael Dell bringing together the union. I blogged about Dell jumping into the cloud in a big way.

AI Tweetup

In the razzmatazz, the most memorable moments were one of the Tweetups organized by Dr. Konstanze Alex (Konnie) and her team, and Tech Field Day Extra.

Tweetup was alien to me. I didn’t know how the concept work and I did google tweetup before that. There were a few tweetups on the topics of data protection and 5G, but the one that stood out for me was the AI tweetup.

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Dell go big with Cloud

[Disclaimer: I have been invited by Dell Technologies as a delegate to their Dell Technologies World 2019 Conference from Apr 29-May 1, 2019 in the Las Vegas USA. My expenses, travel and accommodation are covered by Dell Technologies, the organizer and I am not obligated to blog or promote their technologies presented at this event. The content of this blog is of my own opinions and views]

Talk about big. Dell Technologies just went big with the Cloud.

The Microsoft Factor

Day 1 of Dell Technologies World 2019 (DTW19) started with a big surprise to many, including yours truly when Michael Dell, together with Pat Gelsinger invited Microsoft CEO, Satya Nadella on stage.

There was nothing new about Microsoft working with Dell Technologies. Both have been great partners since the PC days, but when they announced Azure VMware Solutions to the 15,000+ attendees of the conference, there was a second of disbelief, followed by an ovation of euphoria.

VMware solutions will run native on Microsoft Azure Cloud. The spread of vSphere, VSAN, vCenter, NSX-T and VMware tools and environment will run on Azure Bare Metal Infrastructure at multiple Azure locations. How big is that. Continue reading