|By Michael Bushong||
|August 20, 2014 06:00 AM EDT||
Major industry events are a great venue for companies to make announcements and communicate important market and product information. As the 2014 version of VMWorld fast approaches, what might we hear more about? Here are five predictions.
NSX customers will be on display
Industry chatter since the Nicira acquisition has been focused on NSX adoption (or lack thereof). When VMWare bought Nicira, they knew they were buying a nascent technology that had yet to gain traction. That said, they understood that the underlying technology both solved a current problem and could be applied to different problem spaces over time. But after dropping a cool billion, it is time to start naming customers.
Pressure will be even higher after Cisco pointed out more than 580 adopters of its ACI offering (though that number refers to Nexus 9k adoption, not the full APIC vision). Expectations are that NSX will account for $100M in revenue this year, so adoption must be strong. Additionally, VMWare has indicated that NSX would get a separate earnings call out in the next 2 years. To be called out, it would likely have to account for around 10% of earnings, which would put mid-term growth estimates in the $500M range. If that is going to come true, we should expect a lot of customers to be joining VMWare cohorts on big stages to talk about how NSX has transformed their business.
It will be interesting to see if some of the channel education efforts that have been ongoing will translate into network virtualization certifications that mirror the more traditional networking certification tracks. It wasn’t that long ago that VMWare considered selling around the network teams. It appears they have returned to the networking teams, and this would be a natural addition to their NSX sales efforts.
Overlays and Underlays unite
The biggest hurdle to adoption for overlays is that their existence is predicated on a functional underlay. This means that VMWare is dependent on those pesky hardware guys getting their acts together. It wouldn’t be surprising to see a number of hardware vendors announce the next phase in cooperation with VMWare. Arista and VMWare have already announced the first of these, but others are likely in the works.
But what exactly will these partnerships look like?
The first wave of announcements was essentially VTEP support without a lot of talk about management. I would expect announcements to be more focused on management. Orchestration, policy definition, and policy enforcement will all be interesting additions. Additionally, there will likely be more direct tie-ins to vCenter. This might seem small, but if you believe that there is going to be a war over the point of control in the network, this is important. If control gets consolidated on vCenter, it pulls VMWare closer to the point of monetization in a world where hardware converges on a small number of reference designs.
This is kind of a cheap prediction since VMWare has blogged about this extensively on their unbranded Network Heresy blog, but I expect to see more information come out about how NSX can provide distributed firewall capability. If the majority of traffic in a datacenter is east-west, you don’t necessarily want to shunt all that traffic through huge firewalls. Virtual firewalls tied to the VXLAN tunnels makes a lot of sense. And these would be managed through the NSX, strengthening VMWare’s hold on the point of control.
But this particular architecture is really only part of a broader security push that will include streamlined datacenter operations (vCOPS), policy (across network, virtualized storage, and applications), and probably additional emphasis on vTAP (F5, Palo Alto, etc).
Virtualization is taking over more workloads
In 2012, VMWare released vCloud 5.1 with a focus on better cloud operational capabilities to help make this the foundational layer of a cloud-centric Data Center. In 2013 they followed up with vCloud 5.5 which included vSphere HA support to encompass business critical workloads, and Big Data extensions to help drive adoption of applications such as Map/Reduce within the software-defined data center. They also introduced their vCloud Hybrid service with key features to help drive development of new applications using CloudFoundry with transparent deployment across public and private clouds.
Most likely this year we’ll see a new vCloud Suite (maybe 6.0?) with additional features and capabilities that allow Enterprises to best encompass more workload types and to help drive ease of operational management of existing workloads across both private and public cloud infrastructure. WE are unlikely to see one big new capability, but instead a lot of smaller features and capabilities that continue to push the ability of vCloud to become a homogeneous layer for infrastructure management in the data center, regardless of workload type.
vCloud Hybrid services to include Big Data as a service, and perhaps new service offerings/locations
VMWare introduced the vCloud Hybrid service last year and announced 3 service locations in the US (and later followed up with a location in Japan) leveraging partner Savvis. Potentially they broaden their partnerships across to other data center providers and more international locations, and increase the ability for collocated private data centers to be interconnected into the hybrid service.
Pivotal supports an increasing number of ready-to-use applications for Big Data. Look for VMware to support these in their vCloud Hybrid service so that customers can easily move big data workloads back and forth between private and public cloud (Pivotal) and leverage the vCloud Hybrid service for just-in-time capacity expansion. We could see customer participation here as well, with GE’s efforts around their Industrial Internet as a possible inclusion.
And here is a bonus prediction: I expect to hear a lot more about the group-based policy work coming out of Congress. While it is too early to see product announcements in this space, policy expression is beginning to take a bigger role in the industry agenda. A common way of expressing policy will make some of the heterogeneous architectures that people hope for more likely. It also creates a stronger connection between networking and orchestration frameworks like OpenStack.
I don’t actually know if all or even any of these will be true. But regardless, VMWorld is always a fun show with lots to learn. For people who are curious what Plexxi is up to, make like a jet and find us on the show floor in booth 747.
[Today’s fun fact: One 747 wing would accommodate the total living space of four 3-bedroom/2-bath single residence homes (1,375 square feet each).]
SYS-CON Events has announced today that Roger Strukhoff has been named conference chair of Cloud Expo and @ThingsExpo 2016 Silicon Valley. The 19th Cloud Expo and 6th @ThingsExpo will take place on November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. "The Internet of Things brings trillions of dollars of opportunity to developers and enterprise IT, no matter how you measure it," stated Roger Strukhoff. "More importantly, it leverages the power of devices and the Interne...
Jun. 29, 2016 11:58 AM EDT Reads: 115
Internet of @ThingsExpo has announced today that Chris Matthieu has been named tech chair of Internet of @ThingsExpo 2016 Silicon Valley. The 6thInternet of @ThingsExpo will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
Jun. 29, 2016 11:22 AM EDT Reads: 145
Presidio has received the 2015 EMC Partner Services Quality Award from EMC Corporation for achieving outstanding service excellence and customer satisfaction as measured by the EMC Partner Services Quality (PSQ) program. Presidio was also honored as the 2015 EMC Americas Marketing Excellence Partner of the Year and 2015 Mid-Market East Partner of the Year. The EMC PSQ program is a project-specific survey program designed for partners with Service Partner designations to solicit customer feedbac...
Jun. 29, 2016 11:00 AM EDT Reads: 535
Apixio Inc. has raised $19.3 million in Series D venture capital funding led by SSM Partners with participation from First Analysis, Bain Capital Ventures and Apixio’s largest angel investor. Apixio will dedicate the proceeds toward advancing and scaling products powered by its cognitive computing platform, further enabling insights for optimal patient care. The Series D funding comes as Apixio experiences strong momentum and increasing demand for its HCC Profiler solution, which mines unstruc...
Jun. 29, 2016 11:00 AM EDT Reads: 461
The IoT is changing the way enterprises conduct business. In his session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, discussed how businesses can gain an edge over competitors by empowering consumers to take control through IoT. He cited examples such as a Washington, D.C.-based sports club that leveraged IoT and the cloud to develop a comprehensive booking system. He also highlighted how IoT can revitalize and restore outdated business models, making them profitable ...
Jun. 29, 2016 11:00 AM EDT Reads: 412
IoT offers a value of almost $4 trillion to the manufacturing industry through platforms that can improve margins, optimize operations & drive high performance work teams. By using IoT technologies as a foundation, manufacturing customers are integrating worker safety with manufacturing systems, driving deep collaboration and utilizing analytics to exponentially increased per-unit margins. However, as Benoit Lheureux, the VP for Research at Gartner points out, “IoT project implementers often ...
Jun. 29, 2016 10:45 AM EDT Reads: 513
"delaPlex is a software development company. We do team-based outsourcing development," explained Mark Rivers, COO and Co-founder of delaPlex Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jun. 29, 2016 10:30 AM EDT Reads: 454
In his general session at 18th Cloud Expo, Lee Atchison, Principal Cloud Architect and Advocate at New Relic, discussed cloud as a ‘better data center’ and how it adds new capacity (faster) and improves application availability (redundancy). The cloud is a ‘Dynamic Tool for Dynamic Apps’ and resource allocation is an integral part of your application architecture, so use only the resources you need and allocate /de-allocate resources on the fly.
Jun. 29, 2016 10:00 AM EDT Reads: 1,267
CenturyLink has announced that application server solutions from GENBAND are now available as part of CenturyLink’s Networx contracts. The General Services Administration (GSA)’s Networx program includes the largest telecommunications contract vehicles ever awarded by the federal government. CenturyLink recently secured an extension through spring 2020 of its offerings available to federal government agencies via GSA’s Networx Universal and Enterprise contracts. GENBAND’s EXPERiUS™ Application...
Jun. 29, 2016 09:56 AM EDT Reads: 235
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, discussed how research has demonstrated the value of Machine Learning in delivering next generation analytics to imp...
Jun. 29, 2016 09:45 AM EDT Reads: 890
Connected devices and the industrial internet are growing exponentially every year with Cisco expecting 50 billion devices to be in operation by 2020. In this period of growth, location-based insights are becoming invaluable to many businesses as they adopt new connected technologies. Knowing when and where these devices connect from is critical for a number of scenarios in supply chain management, disaster management, emergency response, M2M, location marketing and more. In his session at @Th...
Jun. 29, 2016 09:45 AM EDT Reads: 1,222
The idea of comparing data in motion (at the sensor level) to data at rest (in a Big Data server warehouse) with predictive analytics in the cloud is very appealing to the industrial IoT sector. The problem Big Data vendors have, however, is access to that data in motion at the sensor location. In his session at @ThingsExpo, Scott Allen, CMO of FreeWave, discussed how as IoT is increasingly adopted by industrial markets, there is going to be an increased demand for sensor data from the outermos...
Jun. 29, 2016 09:25 AM EDT Reads: 197
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life sett...
Jun. 29, 2016 09:15 AM EDT Reads: 1,420
IoT is rapidly changing the way enterprises are using data to improve business decision-making. In order to derive business value, organizations must unlock insights from the data gathered and then act on these. In their session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, and Peter Shashkin, Head of Development Department at EastBanc Technologies, discussed how one organization leveraged IoT, cloud technology and data analysis to improve customer experiences and effi...
Jun. 29, 2016 09:15 AM EDT Reads: 455
There are several IoTs: the Industrial Internet, Consumer Wearables, Wearables and Healthcare, Supply Chains, and the movement toward Smart Grids, Cities, Regions, and Nations. There are competing communications standards every step of the way, a bewildering array of sensors and devices, and an entire world of competing data analytics platforms. To some this appears to be chaos. In this power panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, Bradley Holt, Developer Advocate a...
Jun. 29, 2016 08:45 AM EDT Reads: 930
In addition to all the benefits, IoT is also bringing new kind of customer experience challenges - cars that unlock themselves, thermostats turning houses into saunas and baby video monitors broadcasting over the internet. This list can only increase because while IoT services should be intuitive and simple to use, the delivery ecosystem is a myriad of potential problems as IoT explodes complexity. So finding a performance issue is like finding the proverbial needle in the haystack.
Jun. 29, 2016 08:39 AM EDT Reads: 219
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...
Jun. 29, 2016 08:30 AM EDT Reads: 1,189
The cloud market growth today is largely in public clouds. While there is a lot of spend in IT departments in virtualization, these aren’t yet translating into a true “cloud” experience within the enterprise. What is stopping the growth of the “private cloud” market? In his general session at 18th Cloud Expo, Nara Rajagopalan, CEO of Accelerite, explored the challenges in deploying, managing, and getting adoption for a private cloud within an enterprise. What are the key differences between wh...
Jun. 28, 2016 12:45 PM EDT Reads: 994
Basho Technologies has announced the latest release of Basho Riak TS, version 1.3. Riak TS is an enterprise-grade NoSQL database optimized for Internet of Things (IoT). The open source version enables developers to download the software for free and use it in production as well as make contributions to the code and develop applications around Riak TS. Enhancements to Riak TS make it quick, easy and cost-effective to spin up an instance to test new ideas and build IoT applications. In addition to...
Jun. 28, 2016 10:30 AM EDT Reads: 577
When people aren’t talking about VMs and containers, they’re talking about serverless architecture. Serverless is about no maintenance. It means you are not worried about low-level infrastructural and operational details. An event-driven serverless platform is a great use case for IoT. In his session at @ThingsExpo, Animesh Singh, an STSM and Lead for IBM Cloud Platform and Infrastructure, will detail how to build a distributed serverless, polyglot, microservices framework using open source tec...
Jun. 28, 2016 10:00 AM EDT Reads: 496