|By Michael Bushong||
|January 5, 2014 09:00 AM EST||
From a news perspective, a year is defined by the stories that make headlines. But markets are frequently moved more by subtext than overt story. Its sometimes the less sexy and more subtle happenings at the fringe of media interest that determine how industries will evolve and ultimately who will win and lose. This past year was certainly the year of software-defined networking, but what important supporting bits played out just out of the limelight?
The Launch. Given the amount of industry build-up, including rumors, a couple of head fakes, at least one aborted launch, and a competitive response that included rushing another launch, Insieme’s coming-out party will from here on after be known simply as The Launch. When the Big Dog invests north of $850M, heads will turn. But amidst all the product talk and industry dynamics, the bigger story seems to have been missed.
Arista pulled its own launch forward, ostensibly to take advantage of the media cycle that week. Whether they were trying to one-up Cisco or simply ride the wave is unimportant. The effect was to draw media attention down into the bowels of the networking industry. With two launches the same week, the press was almost forced to compare the companies, pulling what should have been a higher-level discussion back into the weeds – a little bit of marketing crabs in a bucket, I suppose.
But the bigger story was not how Cisco competes with Arista. All year, John Chambers has been talking about Cisco’s real endgame: being the number one IT company in the world. It’s not about networking; it’s about all of IT. For Cisco to take that position, it means they will need to take share not from Arista but from Oracle. Amidst all the noise about switches and cabling (!), a good chunk of the industry missed the fact that two heavyweights are strapping on gloves and warming up. Remember that this comes not too terribly long after Oracle made a couple of acquisitions (Xsigo and Acme Packet) of its own that start to take aim at more than just enterprise software.
Consider also that Cisco ended up launching right past SDN and into application-centric infrastructure. Forgetting for a moment that infrastructure is broader than networking, note that the marriage of applications and infrastructure will at some point involve the applications themselves. Cisco has long had eyes on building a software business. Ten years from now, we might be look back on 2013 as the year that the real fight for IT began.
Software-defined networking and hardware? With all the buzz around the S in SDN, it was easy to miss some of the more subtle happenings on the hardware side. The current generation of switches seem to be all but converged on Broadcom silicon. This has certainly been a big year for Broadcom’s Trident-II as it is featured in launch after launch.
But all of those design wins for Broadcom create an almost irresistible opportunity for Intel. With Fulcrum already in the stable, how long until Intel makes its push for capturing some of that switching silicon market?
At the Open Networking Summit in April, Stanford Professor and OpenFlow inventor Nick McKeown delivered an entire keynote presentation on the role of silicon in SDN. He outlined on stage what an SDN-optimized ASIC might look like. He might have been talking to a room full of engineers, but in that moment he was addressing Intel. If 2013 turns out to be the beginning of a rash of SDN deployments, it is not inconceivable that Intel might use this transition to take a serious run at the silicon market.
Broadcom certainly knows this, and they appear to have been setting up their own defense. Another big trend in networking is white box switching. And in this space, one of the more interesting efforts is Facebook’s Open Compute Project. Facebook consumes infrastructure unlike virtually any other company in the world. They turn gear over on much faster refresh cycles, which means CapEx is a huge issue. Accordingly, they are spearheading an initiative to produce a white box reference platform. If this is successful, you might see companies stamping out thousands of devices based on this design. At the center of the reference platform? Broadcom has positioned its switching silicon. Your move, Intel.
The Snowden Effect. When Edward Snowden exposed the reach of the NSA’s monitoring efforts, shockwaves rattled across the globe. Companies whose chief asset is data were forced to tap dance, backpedal, and in some cases even shut down. But beyond what we have already seen, there could be some very industry-specific impacts in networking.
If consumers do not believe that their data is safe in clouds that are located in the US or provided by US carriers, there might be a shift in buying patterns. It is possible that European and Asian cloud providers seize on this momentum to create offshore clouds to address data-sensitive services. This would pull infrastructure spend offshore, changing not only the buy side but also the sell side.
If SDN is designed in part to fuel the cloud, then a host of SDN startups could find that their buying base is no longer located entirely in North America. When to expand is always a difficult question to answer. This type of move could force the issue sooner than companies would like. Does a shift like this level the playing field for the more entrenched vendors? It’s impossible to know, but it adds a wrinkle to what had previously been largely a technology discussion.
Years from now, will we look on 2013 as having been defined by the stories or the subtext? It’s impossible to predict. But no one can argue that there isn’t a lot going on, both on stage and behind the scenes.
[Today's fun fact: Henry Ford produced the model T only in black because the black paint available at the time was the fastest to dry.]
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in Embedded and IoT solutions, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Supermicro (NASDAQ: SMCI), the leading innovator in high-performance, high-efficiency server technology, is a premier provider of advanced server Building Block Solutions® for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, HPC and ...
May. 31, 2016 09:15 AM EDT Reads: 881
18th Cloud Expo, taking place June 7-9, 2016, at the Javits Center in New York City, NY, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterprises are using some...
May. 31, 2016 09:00 AM EDT Reads: 3,261
SoftLayer operates a global cloud infrastructure platform built for Internet scale. With a global footprint of data centers and network points of presence, SoftLayer provides infrastructure as a service to leading-edge customers ranging from Web startups to global enterprises. SoftLayer's modular architecture, full-featured API, and sophisticated automation provide unparalleled performance and control. Its flexible unified platform seamlessly spans physical and virtual devices linked via a world...
May. 31, 2016 09:00 AM EDT Reads: 2,436
SYS-CON Events announced today that BMC Software has been named "Siver Sponsor" of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2015 at the Javits Center in New York, New York. BMC is a global leader in innovative software solutions that help businesses transform into digital enterprises for the ultimate competitive advantage. BMC Digital Enterprise Management is a set of innovative IT solutions designed to make digital business fast, seamless, and optimized from mainframe to mo...
May. 31, 2016 08:45 AM EDT Reads: 2,418
"What we see what happens when you have a completely networked society and the potential to now drive the value creation and the collaboration and the ecosystems that are possible when you start to be able to connect people and industries together in ways that have never been possible before," explained Esmeralda Swartz, VP of Marketing Enterprise & Cloud at Ericsson, in this SYS-CON.tv interview at @ThingsExpo, held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA.
May. 31, 2016 08:15 AM EDT Reads: 1,823
Cloud computing delivers on-demand resources that provide businesses with flexibility and cost-savings. The challenge in moving workloads to the cloud has been the cost and complexity of ensuring the initial and ongoing security and regulatory (PCI, HIPAA, FFIEC) compliance across private and public clouds. Manual security compliance is slow, prone to human error, and represents over 50% of the cost of managing cloud applications. Determining how to automate cloud security compliance is critical...
May. 31, 2016 08:00 AM EDT Reads: 1,882
Companies can harness IoT and predictive analytics to sustain business continuity; predict and manage site performance during emergencies; minimize expensive reactive maintenance; and forecast equipment and maintenance budgets and expenditures. Providing cost-effective, uninterrupted service is challenging, particularly for organizations with geographically dispersed operations.
May. 31, 2016 08:00 AM EDT Reads: 2,346
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data...
May. 31, 2016 07:45 AM EDT Reads: 1,828
The IoTs will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, will demonstrate how to move beyond today's coding paradigm and share the must-have mindsets for removing complexity from the development proc...
May. 31, 2016 06:00 AM EDT Reads: 2,035
SYS-CON Events announced today that MangoApps will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. MangoApps provides modern company intranets and team collaboration software, allowing workers to stay connected and productive from anywhere in the world and from any device. For more information, please visit https://www.mangoapps.com/.
May. 31, 2016 05:45 AM EDT Reads: 1,212
SYS-CON Events announced today TechTarget has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. TechTarget is the Web’s leading destination for serious technology buyers researching and making enterprise technology decisions. Its extensive global networ...
May. 31, 2016 05:45 AM EDT Reads: 3,374
SYS-CON Events announced today that IBM Cloud Data Services has been named “Bronze Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. IBM Cloud Data Services offers a portfolio of integrated, best-of-breed cloud data services for developers focused on mobile computing and analytics use cases.
May. 31, 2016 05:00 AM EDT Reads: 1,594
SYS-CON Events announced today that Commvault, a global leader in enterprise data protection and information management, has been named “Bronze Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Commvault is a leading provider of data protection and information management...
May. 31, 2016 05:00 AM EDT Reads: 3,374
The essence of data analysis involves setting up data pipelines that consist of several operations that are chained together – starting from data collection, data quality checks, data integration, data analysis and data visualization (including the setting up of interaction paths in that visualization). In our opinion, the challenges stem from the technology diversity at each stage of the data pipeline as well as the lack of process around the analysis.
May. 31, 2016 04:30 AM EDT Reads: 1,591
SYS-CON Events announced today that Alert Logic, Inc., the leading provider of Security-as-a-Service solutions for the cloud, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Alert Logic, Inc., provides Security-as-a-Service for on-premises, cloud, and hybrid infrastructures, delivering deep security insight and continuous protection for customers at a lower cost than traditional security solutions. Ful...
May. 31, 2016 04:15 AM EDT Reads: 3,078
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, wh...
May. 31, 2016 04:15 AM EDT Reads: 2,122
Designing IoT applications is complex, but deploying them in a scalable fashion is even more complex. A scalable, API first IaaS cloud is a good start, but in order to understand the various components specific to deploying IoT applications, one needs to understand the architecture of these applications and figure out how to scale these components independently. In his session at @ThingsExpo, Nara Rajagopalan is CEO of Accelerite, will discuss the fundamental architecture of IoT applications, ...
May. 31, 2016 04:00 AM EDT Reads: 1,445
In his session at 18th Cloud Expo, Bruce Swann, Senior Product Marketing Manager at Adobe, will discuss how the Adobe Marketing Cloud can help marketers embrace opportunities for personalized, relevant and real-time customer engagement across offline (direct mail, point of sale, call center) and digital (email, website, SMS, mobile apps, social networks, connected objects). Bruce Swann has more than 15 years of experience working with digital marketing disciplines like web analytics, social med...
May. 31, 2016 04:00 AM EDT Reads: 1,550
SYS-CON Events announced today that Tintri Inc., a leading producer of VM-aware storage (VAS) for virtualization and cloud environments, will exhibit at the 18th International CloudExpo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, New York, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
May. 31, 2016 03:15 AM EDT Reads: 2,576
SYS-CON Events announced today that ContentMX, the marketing technology and services company with a singular mission to increase engagement and drive more conversations for enterprise, channel and SMB technology marketers, has been named “Sponsor & Exhibitor Lounge Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York City, New York. “CloudExpo is a great opportunity to start a conversation with new prospects, but what happens after the...
May. 31, 2016 01:30 AM EDT Reads: 1,478