|By Michael Bushong||
|January 28, 2014 03:17 PM EST||
Big news in networking today as Dell announced plans to ship its Force10 switches with Cumulus software. The news is covered in several places, including the following:
These articles do a good job of explaining what Dell and Cumulus are up to. I won’t rehash the product or technical details here. But what are the implications of this announcement?
When Cumulus first came onto the networking scene, the talk was all about decoupling networking hardware and software and how that would help lead the white box switching movement forward. The hope was that by separating the brains from the brawn – the network OS from the underlying switching hardware – the switches themselves would become dumb transport devices, allowing them to be replaced by commodity switches.
At the same time, they advanced a familiar thread in networking by saying that the decoupling of hardware and software would help fight vendor lock-in. At the time, this argument specious. Supporting a network OS across a set of functionally identical white box switches doesn’t provide any choice. Customers would basically have their choice of the same device manufactured by several different vendors. Choice of manufacturer is not really what people were looking for, so the optionality argument put forth was somewhat disingenuous at the time.
Today’s announcement changes both of these points in a significant way.
By shipping their Linux-based networking operating system on a mainstream vendor switch, Cumulus is proving that they are capable of doing more than just running on top of a reference switching design. This means that customers have the option of selecting into a Cumulus environment and effectively swapping out the underlying devices depending on the specific need. That is not to suggest that there are not barriers to change once you get settled on a single platform, but those barriers are more palatable when the software that runs on top remains constant. Indeed, much of the lock-in for any networking solution is in the software. If the software is constant, the hardware is more open to change.
But the subtle point here is that the driving decision for customers might not always be the lowest possible price for a hardware platform. If the future of networking is going to be the lowest possible CapEx, then the only platforms Cumulus ought spend any time supporting are the lowest-cost platforms. But that’s not what’s happening.
To date, Cumulus has been somewhat complicit in propagating the message that it is all about CapEx. They have driven, or at least allowed, the conversation towards CapEx. Strategically, this was a pretty crafty move. The story, even if not entirely true, is pretty easy to understand, and if there is one thing that we have learned with this whole wave of SDN and related technologies, it’s that people are moved by simple stories. There is no simpler story than saying that the future of networking will necessarily follow the server evolution, resulting in cheap white box switches.
Somewhere along the way, the story started to change. White box became bare metal, and, if you watch closely, CapEx is becoming OpEx.
This was a necessary shift. The reality is that competing on a pure CapEx difference was never going to be a successful long-term play. While CapEx will work for a time, the simple fact that most of the switching world is converging on a narrow set of switching silicon means that the difference in price between the low and high ends of the market is going to become smaller over time. On top of that, the high end of that space is dominated by incumbents who have enough volume to negotiate better per-unit pricing, which allows them to get even more competitive on price.
So what is likely next for Cumulus?
This should be a relatively noticeable inflection point in their go-to-market strategy. I would guess that 2014 becomes a lot more about OpEx than CapEx. They should start to lean more heavily on their Linux foundation (though, to be fair, almost everyone has a Linux base at this point). They will likely shift their public dialogue more towards automation and DevOps. In private meetings, they will likely talk about support pricing as well (particularly in comparison to Cisco support costs, a long-time customer pet peeve). I say that the supporting pricing will be private because any real public discussion about pricing allows Cisco to just change their support costs on a per-deal basis and effectively squash that differentiator.
The interesting impacts, though, are not really related to product. Now that Cumulus has lined up Dell, how long before some of the other vendors come along? It is not a huge stretch to see someone like Extreme come along for the ride. They already announced support for Big Switch’s SwitchLight software, so opening up to another player would be a natural move (though it would depend on the terms of that relationship, obviously). After that, HP becomes interesting. How far up-market can this go? When all is said and done, can Cumulus hop on board enough single-digit players to move their addressable share to north of 10%? It is worth noting that Cumulus will not be sold on 100% of their partner solutions, so it really is addressable share more than actual share.
And if they do make progress over time, what happens to the industry if VMWare takes them out? It could be that Cumulus is an interesting way to add a software-only product to the networking portfolio, a nice complement to NSX. This would basically galvanize a number of players against Cisco, allowing a common go-to-market framework. Sure, the individual players lose a bit of their ability to differentiate in software, but market share hasn’t been moving for many of these companies anyway. Their best bet could be to become a nuisance to Cisco in switching, which could tie Cisco up in a way that makes them less capable of responding on other fronts.
The companies that become extremely interesting in this scenario are those companies who have made gains in switching. Brocade has been making progress, so it would be more difficult for them to make the leap to a Cumulus network OS like the others. Brocade has already started talking OpEx and automation, so they could have the go-to-market capabilities to go it alone, drafting on the shift in industry dialogue.
It’s difficult to predict what will happen with any precision, but this partnership certainly has war rooms across the industry spun up today. Ultimately, these types of moves are good for customers, even if they make life a little chaotic on the vendor side for awhile.
[Today's fun fact: A Boeing 747′s wingspan is longer than the Wright brother’s first flight.]
The post From white box to bare metal: Dell to run Cumulus SW on Force10 switches appeared first on Plexxi.
The Internet of Things 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 and how we integrate our thinking to solve complicated problems. In his session at 19th Cloud Expo, Craig Sproule, CEO of Metavine, will demonstrate how to move beyond today's coding paradigm ...
Jun. 29, 2016 07:00 PM EDT Reads: 324
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. 29, 2016 05:30 PM EDT Reads: 1,013
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 04:15 PM EDT Reads: 375
"We work in the area of Big Data analytics and Big Data analytics is a very crowded space - you have Hadoop, ETL, warehousing, visualization and there's a lot of effort trying to get these tools to talk to each other," explained Mukund Deshpande, head of the Analytics practice at Accelerite, 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 04:15 PM EDT Reads: 362
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 04:00 PM EDT Reads: 314
UAS, drones or unmanned aircraft, no matter what you call them — this was their week. Our news stream was flooded with updates on the newly announced rules and regulations for commercial UAS from the FAA. So, naturally we have dedicated this week’s top news round up to highlight some of our favorite UAS stories.
Jun. 29, 2016 03:02 PM EDT Reads: 216
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 03:00 PM EDT Reads: 319
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 02:00 PM EDT Reads: 355
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. 29, 2016 02:00 PM EDT Reads: 634
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 01:15 PM EDT Reads: 321
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. 29, 2016 12:30 PM EDT Reads: 544
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: 578
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: 499
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: 452
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: 555
"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: 498
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: 1,289
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: 1,253
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: 931
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: 1,452