Tag Archives: AWS

Rise of the Full Stack Vendors

In a recent Datanauts podcast Chris Wahl was discussing Azure and Azure Stack with fellow Rubrikan Mike Nelson and Microsoft’s Jeffrey Snover (If you haven’t already, you can check out the podcast for yourself- Datanauts #148). Jeffrey made some interesting observations about the changes in alignment of some of the major IT vendors over time (this discussion runs from 25min to 29min into the podcast).

He detailed how the big players (DEC, IBM etc) had started with a “vertical” alignment by building their own chips, boards, operating systems, and applications. This was followed by a dis-integration where the industry shifted to a “horizontal” alignment- chips from Intel/Motorola , Operating Systems from Microsoft/Sun, and applications and services coming from a wide range of vendors. He goes on to posit how cloud vendors are turning the industry back towards a vertical alignment, and gives the example of how Microsoft are designing their own chips (FPGAs, NICs, servers , the new “Brainwave” chip to accelerate AI etc)  right through to software; all to create the Azure Cloud.

This idea got me thinking about how this is happening elsewhere in the industry, and what the future might hold.

This realignment can be seen across the major IT manufacturers- in recent years Dell- traditionally just a client and server PC vendor- has formed Dell Technologies, picking up tech such as Force10’s network, EMC’s storage, and VMware’s hypervisor. This now puts them in that vertical alignment of controlling their own enterprise stack from the client device through the network to the server hardware and the hypervisor sat on it. In an on-premises setup Dell can provide the infrastructure from the end of the user’s fingers to the start of the Operating System or Container.

Amazon have started from the other direction- AWS as a cloud provider owning their own chipsets. servers, storage, and networking. They own the datacentre end of their customers today, but how long is it before we see the successors to the Kindle Fire devices and Alexa-connected displays being pushed as the end-user device of choice. Everything between the user and the application would then be in their single vertical.

We see similar activity from Google. Their cloud platform stretches down to their Android and ChromeOS operating systems, the Chrome browser, and even into hardware. Although (similarly to Amazon) the endpoint devices are today largely aimed at the consumer market, as the commoditisation of IT continues there’s nothing stopping this leaking into the enterprise.

However, these vertical orientations are not to the exclusion of horizontal partnerships and we’ve seen a lot more of that over recent years. For example VMware partnering with AWS, IBM, and Microsoft and Google for Cloud provision, or Dell-EMC powering the on-premises Microsoft Azure Stack, or IBM providing their software on Azure.

So will this continue, and what does the distant future hold? Looking far into the tech future is always guesswork, but if I had to bet I’d suggest that this alignment model will eventually swing back as these sort of things always seem to go in cycles. The verticalisation (new word?) will carry on for the next few years but over time the customers demand more choice and (in enterprise at least) less of the perceived risk of “vendor lock-in”. Eventually this leads to a tipping point, fragmentation of the stack and a turn back towards that horizontal alignment we are moving away from today.

Thanks Datanauts for the inspiration behind this, and #Blogtober2018 for convincing me to do more long-form opinion posts.

VMworld 2018 US: HCI1469BU- The Future of vSAN and Hyperconverged Infrastructure

This “HCI Futures” session at VMworld US was hosted by two VPs from the Storage and Availability Business Unit, plus a customer guest. It covered the new features recently added to the vSAN environment with the release of 6.7 Update 1, alongside discussion of the possible future direction of VMware in the Hyper-Converged Infrastructure space. I caught up with the session via the online recording.

HCI is a rapidly growing architecture, with both industry wide figures from IDC and VMware’s own figures seeing massive spending increases. In the week of this VMworld, the 4-year old vSAN product is now boasting 15,000 customers. We are told customers are embarking on journeys into the Hybrid Cloud and looking for operational consistency between their On-Premises and Public Cloud environments.

The customer story incorporated into this breakout session was provided by Honeywell. They were an early adopter of vSAN in 2014, starting with the low-risk option of  hosting their management cluster on the technology. Since then they have replaced much of their traditional SAN infrastructure and are now boasting 1.7 Petabytes of data on vSAN, with compression and de-duplication giving them savings of nearly 700TB of disk.

VMware is pushing along several paths to enhance the product- the most obvious is including new storage technologies as they become available. All-flash vSAN is now commonplace, with SSDs replacing traditional spinning disk in the capacity tiers. Looking to the future, the session talked of the usage of NVMe and Persistent Memory (PMEM) developments – storage latency becoming significantly less than network latency for the first time. This prompts a move away from the current 2-tier model to one which incorporates “Adaptive Tiering” to make best use of the different storage components available.

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In the Public Cloud- in particular the VMware on AWS offering- there have been customers who want to expand storage faster than compute. In the current model this hasn’t been possible due to the fixed-capacity building blocks that HCI is known for. This is being addressed by adding access to Amazon’s Elastic Block Storage (EBS) in 6.7U1 as a storage target for the environment. vSAN Encryption using the Amazon KMS is also included, along with the ability to utilise the Elastic DRS features when using AWS as a DRaaS provider for a vSphere environment.

vSAN is also moving away from it’s position as “just” the storage for Virtual Machines. Future developments include the introduction of file storage- and the ability to do some advanced data management- classifying, searching, and filtering the data.

With all this data being stored, VMware is looking to enhance the data protection functionality in the platform. Incorporation of native snapshots with replication to secondary storage (and cloud) for DR purposes increase the challenge to “traditional” storage vendors- and although it was played down in this talk also encroach further into the backup space which is populated by a large group of VMware partners.

Cloud Native applications are also being catered for with Kubernetes integration- using application-level hooks to leverage snapshots, replication, encryption, and backups all through the existing vCenter interface.

If you want to watch the recording of this session to get more information it’s available on the VMworld site: https://videos.vmworld.com/searchsite/2018?search=HCI1469BU. To sign up to the vSAN Beta which is covering some of the Data Protection, Cloud Native Storage, and File Services visit http://www.vmware.com/go/vsan-beta

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VMworld US 2017 Monday Keynote Highlights

vmw2017sqMonday 28th August 2017 and VMworld has officially kicked off and Monday morning in Las Vegas saw the first keynote of the US event. Whilst I’m waiting patiently for my trip to the European leg in two weeks time I was able to keep track as the Keynotes are live streamed for remote viewers– here’s my highlights from this session.

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London VMUG January 2017

Last week saw the first London VMware User Group of the year, another great meetup with many of the usual faces along with some new ones. This was another informative event at the TechUK site just off Fleet Street, and was again very community orientated. If you want to go and find out how people are using VMware products (and others in the surrounding ecosystem) then I’d thoroughly recommend these events- there’s just the right balance between real technical accounts direct from the coalface and marketing of new and interesting products Continue reading