Friday, 14 August 2015

Structure News: Oracle's "sinners," SuperMicro's success, and Alphabet soup

STRUCTURE EVENTS Newsletter
 
Where "C" Always Stands for Cloud
August 14th, 2015 / by Tom Krazit
This week, we'll talk about Oracle's curious approach to security issues, super times for SuperMicro, and whether Google deserves an A for its big corporate move.
STRUCTURE NEWS
NEW AT STRUCTURE 2015: ALEX POLVI OF COREOS AND ERIC BREWER OF GOOGLE
What a year for containers. So much has happened so fast in this world, and we're proud to host a joint session featuring Alex and Eric, two important voices in the development of this technology. But that's not the only container-related guest...


 
A NEW ADDITION FOR STRUCTURE 2015: DOCKER ENGINEERING HEAD MARIANNA TESSEL
 
...as we're also proud to announce that Marianna will be joining us. Docker has had perhaps the most amazing ride among the container ecosystem companies, and we're looking forward to hearing about how her team is growing and setting the tone for the container world.
 
Register for Structure 2015
INDUSTRY NEWS
ORACLE TO 'SINNER' CUSTOMERS: REVERSE ENGINEERING IS A SIN AND WE KNOW BEST
A blog post this week by Oracle CSO Mary Ann Davidson went viral, but not in the way she probably was hoping. Charlie Osbourne at ZDNet dissects the now-deleted post, which attempted to argue that Oracle's EULA prevents customers from looking for security vulnerabilities among other statements that bemused and angered the security community.

DOCKER CONTAINERS AND THE NEXT GENERATION OF VIRTUALIZATION 

Wondering about what Marianna and Docker are working on but were too afraid to ask? Sandeep Khuperkar of Ashnik put together a nice high-level interview over at Red Hat's opensource.com with Docker's Jerome Petazzoni on why container technology has drawn so much interest.

THE SECRET TO SUPERMICRO'S QUIET, STUNNING SUCCESS 

There's at least one server vendor that's winning as the public cloud takes over: SuperMicro. Timothy Prickett Morgan at The Platform profiles the company, which is more nimble than the big server companies and large enough to fill huge orders: both things that modern datacenter managers covet.

GOOGLE CLOUD CHALLENGES AMAZON FOR THE HEARTS OF GAME STARTUP CEOS

When you're the underdog in a market where the leader well established, you've got to look for niches to make your mark. Dean Takahashi at Venturebeat has a nice look at how Google Cloud Platform (don't miss GCP leader Urs Hölzle at Structure 2015) evangelists are courting game developers with features tailored to their needs.

THE TECHNOLOGY BEHIND PREVIEW PHOTOS 

I always find these looks behind the engineering curtain interesting: Brian Cabral and Edward Kandrot of Facebook share a little bit of the thinking behind the work that went into making sure you can load photos on weak or slow connections.

CISCO'S FIRST EARNINGS REPORT WITH NEW CEO GOES SMOOTHLY 

New Cisco CEO Chuck Robbins crossed off the first instance of a dreary-yet-important ritual -- the quarterly earnings conference call -- with aplomb this week, although he and Wall Street are still in the honeymoon phase. Jonathan Vanian at Fortune notes that while Cisco revenue and profits grew quite modestly, at least they grew: IBM and EMC would have settled for modest growth.
BIG PICTURE
 
                                

In what was easily the biggest news of the past week, Google reinvented itself as the modern-day tech conglomerate, announcing plans to create a new holding company called Alphabet that will sit above the search giant. By now you've digested all the takes and struggled to picture Larry Page as the new Warren Buffet, but amid all the hubbub we don't have a lot of insight into what this move means for Google's cloud computing strategy.

It appears that Urs' organization will (for now) remain underneath Google Inc., now headed by the very capable Sundar Pichai (Structure veteran. Just sayin'.) But the question becomes one of focus: will anything change under a new leader? Will Google's cloud team still have the support and flexibility of the broader organization to go after this important future market?

Although Google, I mean, Alphabet (this is going to take a little while) has likely been planning this move for a long time, the cloud group probably wasn't on the list of initial priorities. And that makes sense: even though Google Cloud is facing a tough market competing against Amazon Web Services and Microsoft, it's growing, and shaking things up right now doesn't really make much sense.

At some point, however, Google's infrastructure group seems like exactly the type of business that could emerge under Alphabet as a separate company.  If Amazon one day spins off Amazon Web Services and Microsoft continues to invest in Azure as one of its crown jewels, a separate, focused Google Cloud group removed from Google Inc. might provide the best environment for it to grow and attack all kinds of as-a-service business models. And it would have quite a sales pitch to public cloud doubters: "Hey, Google runs 100 percent on us!"

This is not going to happen for a while: Google and its infrastructure are extremely intertwined, and Google probably doesn't want to break out its cloud revenue and profits as part of Alphabet, preferring to hide them within the overall Google pie as the group gets going. But such a company -- with amazing infrastructure at its disposal and a cash machine to fund investment -- could be a formidable cloud services competitor in the coming years.
 
 
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Friday, 7 August 2015

Structure News: First And Ten at Structure, IBM's Progress, and Mmm, Dog Food

STRUCTURE EVENTS Newsletter
 
Where It's Always Mostly Cloudy
August 7th, 2015 / by Tom Krazit
As we get closer and closer to Structure 2015, this week we'll talk about the continuing (but slow) evolution of IBM, the potential for EMC's complicated corporate structure to become simpler, and whether public cloud providers should practice what they preach.
STRUCTURE NEWS
WELCOME BACK! DIANE BRYANT OF INTEL
One of my favorite sessions from Structure 2014 was meeting and sparring with Intel's Diane Bryant, head of the iconic chip maker's Datacenter Group. We're happy to have Diane back this November, and we'll look for an update on the FPGA chip she announced last year as well as the state of the datacenter.



INTRODUCING MICHELLE MCKENNA-DOYLE, CIO OF THE NFL

We're thrilled to welcome Michelle McKenna-Doyle (above) to Structure for the first time. She's in charge of modernizing the IT infrastructure of one of the most popular sports on the planet, and should have some interesting insights to share on how to get 32 separate departments (I mean, franchises) on the same IT page.

Register for Structure 2015 here
INDUSTRY NEWS
EMC CONSIDERS A BUYOUT BY ITS OWN SUBSIDIARY VMWARE
EMC and VMware have been rivals and partners and colleagues in a confusing corporate structure, but that might be about to get a lot simpler. Recode reported this week that EMC is considering orchestrating a "downstream merger" in which VMware (80 perent of which is owned by EMC) would acquire EMC. Actually, that sounds confusing.

AS ITS LEGACY SOFTWARE STALLS, IBM CLOUD SERVICE REVS ENGINE
It's an all too familiar challenge IBM has faced over the decades: finding a way to adjust to a new wave of computing before that new wave eats its existing businesses. Ed Scannell over at TechTarget takes a look at how IBM is doing in its quest to stay relevant amid the cloud revolution.

IS THERE ANY STOPPING THE AWS JUGGERNAUT?
It will probably be a long time (if ever) before IBM is overtaken by AWS, but the financial performance of AWS over the last year is definitely impressive. Has that growth left AWS open to disruption itself, from other cloud players? Ben Kepes makes the case that the folks running AWS have a plan for a more competitive future.

FLASH DISRUPTION COMES TO SERVER MAIN MEMORY
Flash memory is everywhere these days in the consumer market, but it's been a little slower to infiltrate the main memory slots of the server world because of concerns about speed. Timothy Prickett Morgan at The Platform reviews a new product from Diablo that could change that equation for workloads that depend on memory capacity more than speed.
BIG PICTURE
"Public Cloud Über Alles!" has been the mantra for much of the cloud computing industry for a very long time, crowding out those who would prefer to sell private clouds their customers can personally control or at least some sort of hybrid mix. But as public cloud vendors grow beyond their initial success with greenfield startups opting for 100 percent public cloud and start calling on bigger, more established companies, that might have to change.
 
Fortune and the Wall Street Journal both highlighted this evolution in separate pieces this week. Fortune noted that Google, which trails Amazon by quite a bit in the cloud market, is touting its friendliness with private or hybrid clouds as a selling point that Amazon can't yet match. And The Journal noted that even though Amazon runs "the vast majority" of its massive online store on Amazon Web Services, there are still a few things the retailer would prefer to keep on private servers.
 
This evolution of the cloud market might be overstated by those who are trying to dent Amazon's still-growing cloud business, because, face it: they've got to try something. The whole cloud concept is still pretty new to a lot of CIOs outside of Silicon Valley who worry about breaking a system that doesn't necessarily need fixing, and some degree of comfort that they can control their own destiny (as well as ensure a little job security) is welcome.
 
One way to overcome those objections is to employ that delightful old tech industry phrase and "eat one's own dog food" by showing potential cloud customers that if Amazon is willing to entrust its entire operation to AWS, then what are you waiting for? However, it seems more and more likely that there is going to be a bigger market than some might have expected for companies that just want to dabble in the cloud. That could give hope to some legacy players and should continue the product-development evolution of the public cloud toward features that accommodate existing infrastructure, not just price cuts.

Photo Credit: NeoSpire via Compfight cc
 
 
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Thursday, 6 August 2015

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Friday, 31 July 2015

Structure News: Jay Parikh, Google’s cloud, Docker’s rise

preview copy
STRUCTURE EVENTS Newsletter
 
Welcome to the first edition of the Structure newsletter
July 31, 2015 / by Tom Krazit
Greetings from Structure! In this weekly newsletter you'll find regular updates on industry news, upcoming events, and interesting people. This week, we'll talk about Google's cloud business, why security is still such a concern for those contemplating the cloud, and the messy practice of standards setting in tech.
STRUCTURE NEWS
FIVE HOT TOPICS YOU'LL HEAR ABOUT AT STRUCTURE 2015
As we gear up for Structure 2015, here's a preview of some of the topics we knew we had to cover. We want to pick up right where we left off last year and give you the updates you need on both the present and the future of cloud computing.
WELCOME BACK! JAY PARIKH OF FACEBOOK
Vinod Khosla
Jay Parikh will be back at Structure, and I'm looking forward to hearing an update on Facebook's homegrown networking infrastructure as well as what's coming up on the engineering roadmap with the huge increase in spending on research and development since we last talked.
INDUSTRY NEWS
TOUGH CLIMB FOR GOOGLE'S CLOUD REVENUE
The Information (subscription required) published a very interesting story this week on Google's cloud business, which according to its sources is projected to do $400 million in revenue this year. That's strong growth, but AWS is growing faster, which makes the challenges faced by Structure 2015 speaker Urs Hölzle of Google even harder.
TRACKING DOWN THE VILLAINS: OUTLIER DETECTION AT NETFLIX
Just because you're in the cloud doesn't mean you can forget about server performance. Learn how Netflix, a huge AWS customer, tracks down and deals with balky servers.
ADOPT AND PERISH: THE CIO's CLOUD DILEMMA
Former Gigaom Research analyst David Linthicum (who will be moderating a session at Structure 2015) weighs in on a tricky problem for the modern CIO: You probably have to embrace some kind of cloud services that will slowly but surely make your job irrelevant.
A BRIEF HISTORY OF SCALING LINKEDIN
LinkedIn has grown from 2,700 users in its first week (which is kind of amazing for week one, actually) to over 350 million users. Josh Clemn of LinkedIn reviews how the company scaled its infrastructure to handle that growth.
EXECUTIVE ORDER: CREATING A NATIONAL STRATEGIC COMPUTING INITIATIVE
Who said nobody's ordering servers anymore? President Obama ordered a supercomputer this week. The National Strategic Computing Initiative will be "accelerating delivery of a capable exascale computing system that integrates hardware and software capability to deliver approximately 100 times the performance of current 10 petaflop systems across a range of applications representing government needs."
WHY DOCKER IS NOT YET SUCCEEDING WIDELY IN PRODUCTION
Docker is certainly hot right now, but what will it need to go really big? Simon Hørup Eskildsen of Shopify is an enthusiastic Docker user, but in this essay he lays out a few roadblocks in front of widespread adoption of the container ecosystem and Docker.
STRUCTURING SUCCESSFUL ENGINEERING TEAMS AT LINKEDIN AND ADMOB
Until Vinod Khosla and the cloud providers automate all of IT, you're still going to need people, and organizing and managing those people the right way remains as crucial as ever. Kevin Scott of LinkedIn talks about how he's done that over his career.
SECURITY STILL A TOP CONCERN FOR CLOUD BUYERS
As they say, you're not paranoid if they are really out to get you. After yet another year of huge data breaches, security remains a sticking point for gunshy cloud shoppers, and a Harvard Business Review study goes into detail about their worries.
BIG PICTURE
Technology standards are a good thing: too many non-compatible options hurt consumers and enterprises that wind up betting on the wrong vendor and find themselves stuck with bloated and temperamental services. But when everyone wants their technology to be The Standard, it can get a little messy.
Former Structure host Barb Darrow explored that tension last week over at Fortune with Jonathan Vanian in a story that's partly some insider baseball on how group press releases get written, but it is also emblematic of how big the stakes are for the container ecosystem over the next few years. As everyone jockeys to do The Right Thing by their customers by pledging their support for industry standards, larger companies can see an opportunity to make sure they control the development of the standard to their liking.
History is littered with standards battles that have not gone very well, in both hardware and software. Hopefully the Docker-led Open Container Initiative (which includes Google) can live alongside Google's Cloud Native Computing Foundation (which includes Docker) but there will have to be a lot of diplomatic communication between the two companies and their fellow members of these organizations to avoid conflict down the road.
It would be shame if these projects fail, as container standards are in everyone's best interest. But there's a lot of economic opportunity in controlling either container technology or container-management technology, and if you thought vendor lock-in was a problem a decade ago, failure to come up with standards could make a CIO wistful for the good old ERP days.
 
 
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