Don’t go to the Clouds. Come back!

Almost in tandem last week, Nutanix™ and HPE appeared to have made denigrated comments about Cloud First mandates of many organizations today. Nutanix™ took to the annual .NEXT conference to send the message that cloud is wasteful. HPE campaigned against a UK Public Sector “Cloud First” policy.

Cloud First or Cloud Not First

The anti-cloud first messaging sounded a bit funny and hypocritical when both companies have a foot in public clouds, advocating many of their customers in the clouds. So what gives?

That A16Z report

For a numbers of years, many fear criticizing the public cloud services openly. For me, there are the 3 C bombs in public clouds.

  • Costs
  • Complexity
  • Control (lack of it)

Yeah, we would hear of a few mini heart attacks here and there about clouds overcharging customers, and security fallouts. But vendors then who were looking up to the big 3 public clouds as deities, rarely chastise them for the errors. Until recently.

The Cost of Cloud, a Trillion Dollar Paradox” released by revered VC firm Andreessen Horowitz in May 2021 opened up the vocals of several vendors who are now emboldened to make stronger comments about the shortcomings of public cloud services. The report has made it evident that public cloud services are not panacea of all IT woes.

The report has made it evident that public cloud services are not panacea of all IT woes. And looking at the trends, this will only get louder.

Use ours first. We are better

It is pretty obvious that both Nutanix™ and HPE have bigger stakes outside the public cloud IaaS (infrastructure-as-a-service) offerings. It is also pretty obvious that both are not the biggest players in this cloud-first economy. Given their weights in the respective markets, they are leveraging their positions to swing the mindsets to their turf where they can win.

“Use our technology and services. We are better, even though we are also in the public clouds.”

Not a zero sum game

But IT services and IT technologies are not a zero sum game. Both on-premises IT services and complementary public cloud services can co-exist. Both can leverage on each other’s strengths and support each other’s weaknesses, if you know how to blend and assimilate the best of both worlds. Hybrid cloud is the new black.

Gartner Hype Cycle

The IT pendulum swings. Technology hype goes fever pitch. Everyone thinks there is a cure for cancer. Reality sets in. They realize that they were wrong (not completely) or right (not completely). Life goes on. The Gartner® Hype Cycle explains this very well.

The cloud is OK

There are many merits having IT services provisioned in the cloud. Agility, pay-per-use, OPEX, burst traffic, seemingly unlimited resources and so. You can read more about it at Benefits of Cloud Computing: The pros and cons. Even AWS agrees to Three things every business needs from hybrid cloud, perhaps to the chagrin of these naysayers.

I opined that there is no single solution for everything. There is no Best Storage Technology Ever (a snarky post). And so, I believe there is nothing wrong of Nutanix™ and HPE, and maybe others, being hypocritical of their cloud and non-cloud technology offerings. These companies are adjusting and adapting to the changing landscapes of the IT environments, but it is best not to confuse the customers what tactics, strategy and vision are. Inconsistencies in messaging diminishes trust.

 

 

Is Software Defined right for Storage?

George Herbert Leigh Mallory, mountaineer extraordinaire, was once asked “Why did you want to climb Mount Everest?“, in which he replied “Because it’s there“. That retort demonstrated the indomitable human spirit and probably exemplified best the relationship between the human being’s desire to conquer the physical limits of nature. The software of humanity versus the hardware of the planet Earth.

Juxtaposing, similarities can be said between software and hardware in computer systems, in storage technology per se. In it, there are a few schools of thoughts when it comes to delivering storage services with the notable ones being the storage appliance model and the software-defined storage model.

There are arguments, of course. Some are genuinely partisan but many a times, these arguments come in the form of the flavour of the moment. I have experienced in my past companies touting the storage appliance model very strongly in the beginning, and only to be switching to a “software company” chorus years after that. That was what I meant about the “flavour of the moment”.

Software Defined Storage

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The hot cold times of HCI

Hyperconverged Infrastructure (HCI) is a hot technology. It has been for the past decade since Nutanix™ took the first mover advantage from the Converged Infrastructure (CI) technology segment and made it pretty much its ownfor a while.

Hyper Converged Infrastructure

But the HCI market (not the technology) is a strange one. It is hot. It is cold. The perennial leader, Nutanix™, has yet to eke out a profitable year. VMware® is strong in the market. Cisco™, which was hot with their HyperFlex solution in 2019, was also stopped short with a dismal decline in the IDC Worldwide HCI 2Q2020 tracker below:

IDC Worldwide Hyperconverged Infrastructure Tracker – 2Q2020

dHCI = Disaggregated or discombobulated? 

dHCI is known as disaggregated HCI. The disaggregation part is disaggregated hardware, especially on the storage part. Vendors like HPE® with Nimble Storage, Hitachi Vantara, NetApp® and a few more have touted the disaggregation of the performance and capacity, the separation of storage and compute as a value proposition but through close inspection, it is just another marketing ploy to attach a SAN storage to servers. It was marketing old wine in a new bottle. As rightly pointed out by my friend, Charles Chow of Commvault® quoted in his blog

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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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From the past to the future

2019 beckons. The year 2018 is coming to a close and I look upon what I blogged in the past years to reflect what is the future.

The evolution of the Data Services Platform

Late 2017, I blogged about the Data Services Platform. Storage is no longer the storage infrastructure we know but has evolved to a platform where a plethora of data services are served. The changing face of storage is continually evolving as the IT industry changes. I take this opportunity to reflect what I wrote since I started blogging years ago, and look at the articles that are shaping up the landscape today and also some duds.

Some good ones …

One of the most memorable ones is about memory cloud. I wrote the article when Dell acquired a small company by the name of RNA Networks. I vividly recalled what was going through my mind when I wrote the blog. With the SAN, NAS and DAS, and even FAN (File Area Network) happening during that period, the first thing was the System Area Network, the original objective Infiniband and RDMA. I believed the final pool of where storage will be is the memory, hence I called it the “The Last Bastion – Memory“. RNA’s technology became part of Dell Fluid Architecture.

True enough, the present technology of Storage Class Memory and SNIA’s NVDIMM are along the memory cloud I espoused years ago.

What about Fibre Channel over Ethernet (FCoE)? It wasn’t a compelling enough technology for me when it came into the game. Reduced port and cable counts, and reduced power consumption were what the FCoE folks were pitching, but the cost of putting in the FC switches, the HBAs were just too great as an investment. In the end, we could see the cracks of the FCoE story, and I wrote the pre-mature eulogy of FCoE in my 2012 blog. I got some unsavoury comments writing that blog back then, but fast forward to the present, FCoE isn’t a force anymore.

Weeks ago, Amazon Web Services (AWS) just became a hybrid cloud service provider/vendor with the Outposts announcement. It didn’t surprise me but it may have shook the traditional systems integrators. I took the stance 2 years ago when AWS partnered with VMware and juxtaposed it to the philosophical quote in the 1993 Jurassic Park movie – “Life will not be contained, … Life finds a way“.

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Is Pure Play Storage good?

I post storage and cloud related articles to my unofficial SNIA Malaysia Facebook community (you are welcomed to join) every day. It is a community I started over 9 years ago, and there are active live banters of the posts of the day. Casual, personal were the original reasons why I started the community on Facebook rather than on LinkedIn, and I have been curating it religiously for the longest time.

The Big 5 of Storage (it was Big 6 before this)

Looking back 8-9 years ago, the storage vendor landscape of today has not changed much. The Big 5 hegemony is still there, still dominating the Gartner Magic Quadrant for Enterprise and Mid-end Arrays, and is still there in the All-Flash quadrant as well, albeit the presence of Pure Storage in that market.

The Big 5 of today – Dell EMC, NetApp, HPE, IBM and Hitachi Vantara – were the Big 6 of 2009-2010, consisting of EMC, NetApp, Dell, HP, IBM and Hitachi Data Systems. The All-Flash, or Gartner calls it Solid State Arrays (SSA) market was still an afterthought, and Pure Storage was just founded. Pure Storage did not appear in my radar until 2 years later when I blogged about Pure Storage’s presence in the market.

Here’s a look at the Gartner Magic Quadrant for 2010:

We see Pure Play Storage vendors in the likes of EMC, NetApp, Hitachi Data Systems (before they adopted the UCP into their foray), 3PAR, Compellent, Pillar Data Systems, BlueArc, Xiotech, Nexsan, DDN and Infortrend. And when we compare that to the 2017 Magic Quadrant (I have not seen the 2018 one yet) below:

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Cohesity SpanFS – a foundational shift

[Preamble: I was a delegate of Storage Field Day 15 from Mar 7-9, 2018. My expenses, travel and accommodation were paid for by GestaltIT, the organizer and I was not obligated to blog or promote the technologies presented at this event. The content of this blog is of my own opinions and views]

Cohesity SpanFS impressed me. Their filesystem was designed from ground up to meet the demands of the voluminous cloud-scale data, and yes, the sheer magnitude of data everywhere needs to be managed.

We all know that primary data is always the more important piece of data landscape but there is a growing need to address the secondary data segment as well.

Like a floating iceberg, the piece that is sticking out is the more important primary data but the larger piece beneath the surface of the water, which is the secondary data, is becoming more valuable. Applications such as file shares, archiving, backup, test and development, and analytics and insights are maturing as the foundational data management frameworks and fast becoming the bedrock of businesses.

The ability of businesses to bounce back after a disaster; the relentless testing of large data sets to develop new competitive advantage for businesses; the affirmations and the insights of analyzing data to reduce risks in decision making; all these are the powerful back engine applicability that thrust businesses forward. Even the ability to search for the right information in a sea of data for regulatory and compliance reasons is part of the organization’s data management application.

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FlashForward to Beyond

The flash frenzy has reached its zenith in 2016. We now no longer are interested in listening to storage technology vendors touting the power of solid state storage (NAND Flash included) over spinning drives.

The capacity of 3D NAND Flash SSDs has reached a whopping 15.3TB (that is even bigger than the 12TB 7200RPM HDDs of today), and with deduplication and compression, the storage efficiency has reached a conservative 4:1 or 5:1. Effective capacity of most mid-end storage arrays can easily reach 1-2 Petabytes.

And flash and hybrid platforms have reached maturity in these few short years. So what is next?

The landscape has obviously changed. The performance landscape, the capacity landscape and all related to the storage data points have changed. And the speed of SSDs together with the up-and-coming NVMe and NVDIMM technology in new storage array controllers are also shifting the data bottlenecks to another part of the architecture. The development of I/O communications and interfaces has to change as well, to take advantage of the asynchronous I/Os in storage tiering and caching using NAND Flash.

With this mature and well understood landscape, it is time to take Flash to the next level. This next level comes in the form of an exciting end-user conference in Singapore on 25th April 2017. It is called FlashForward.

The 2016 FlashForward event in Europe has already garnered great support from the cream of the storage technologists around the world, and had fantastic feedbacks from the end-user attendees. That FlashForward event has also seen the birth of an international business and technology exchange in its inaugural introduction.  Yes, it is time to learn from the field experts, and it is time to build on the Flash Platform for new Data Services.

From the sponsorship package brochure I have received, it is definitely an event not to be missed.

The FlashForward Conference in Singapore is exquisitely procured by Evito Ltd, under the stewardship of Mr. Paul Talbut. Paul is a very seasoned veteran in the global circuit as an SNIA director of several initiatives. He has been immensely involved in the development of several SNIA chapters around the world, including South Asia, Malaysia, India, China, and even Brazil. He also leads by example with the SNIA Global Steering Committee (GSC); he is the SNIA Global Education Director and at one time, SNIA DPCO (Data Protection & Capacity Optimization) global proctor.

I have had the honour working with Paul for almost 8 years now, and I am sure he will lead the FlashForward Conference with valuable insights and experiences.

This is probably the greatest period for the industry and end users to get involved in the FlashForward Conference. For one, it is endorsed by SNIA, the vendor-neutral association which has been the growth beacon of the storage networking industry.

Secondly, it is the perfect opportunity for technology vendors to build their mindshare with end users and customers. And with the endorsement of the independent field experts and technology practitioners, end users would have a field day garnering approvals for their decisions, as well as learning the best practices to build upon the Flash technology they have implemented in their data center space.

The sponsorship packages are listed below, and I do encourage technology vendors, especially the All-Flash vendors to use the FlashForward conference as a platform to build their mindshare, and most of all, their branding. Continue reading

Don’t get too drunk on Hyper Converged

I hate the fact that I am bursting the big bubble brewing about Hyper Convergence (HC). I urge all to look past the hot air and hype frenzy that are going on, because in the end, the HC platforms have to be aligned and congruent to the organization’s data architecture and business plans.

The announcement of Gartner’s latest Magic Quadrant on Integrated Systems (read hyper convergence) has put Nutanix as the leader of the pack as of August 2015. Clearly, many of us get caught up because it is the “greatest feeling in the world”. However, this faux feeling is not reality because there are many factors that made the pack leaders in the Magic Quadrant (MQ).

Gartner MQ Integrated Systems Aug 2015

First of all, the MQ is about market perception. There is no doubt that the pack leaders in the Leaders Quadrant have earned their right to be there. Each company’s revenue, market share, gross margin, company’s profitability have helped put each as leaders in the pack. However, it is also measured by branding, marketing, market perception and acceptance and other intangible factors.

Secondly, VMware EVO: Rail has split the market when EMC has 3 HC solutions in VCE, ScaleIO and EVO: Rail. Cisco wanted to do their own HC piece in Whiptail (between the 2014 MQ and 2015 MQ reports), and closed down Whiptail when their new CEO came on board. NetApp chose EVO: Rail and also has the ever popular FlexPod. That is why you see that in this latest MQ report, NetApp and Cisco are interpreted independently whereas in last year’s report, it was Cisco/NetApp. Market forces changed, and perception changed.  Continue reading

Oops, excuse me but your silo is showing

It is the morning that the SNIA Global Steering Committee reporting session is starting soon. I am in the office extremely early waiting for my turn to share the happenings in SNIA Malaysia.

And of late, I have been getting a lot of calls to catch up on hot technologies, notably All Flash Storage arrays and hyper-converged infrastructure. Even though I am now working for Interica, a company that focuses on Oil & Gas exploration and production software, my free coffee sessions with folks from the IT side have not diminished. And I recalled a week back in mid-March where I had coffee overdose!

Flash storage and hyperconvergence are HOT! Despite the hypes and frenzies of both flash storage and hyperconvergence, I still believe that integrating either or, or both, still have an effect that many IT managers overlook. The effect is a data silo.

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