70: GreyBeards talk FMS18 wrap-up and flash trends with Jim Handy, General Dir. Objective Analysis

In this episode we talk about Flash Memory Summit 2018 (FMS18) and recent trends affecting the flash market with Jim Handy, General Director, Objective Analysis. This is the 4th time Jim’s been on our show and has been our go to guy on flash technology forever.

NAND supply?

Talking with Jim is always a far reaching discussion. We quickly centered on recent spot NAND pricing trends. Jim said the market is seeing a 10 to 12% pricing drop, Quarter/Quarter, almost 60% since the year started, in NAND spot pricing which is starting to impact long term contracts. During supply glut’s like this, DRAM spot prices typically drop 40-60% Q/Q, so maybe there’s more NAND price reductions on the way.

A new player in the NAND fab business was introduced at FMS18, Yangtze Memory Technology from China. Jim said they were one generation behind the leaders which says their product costs ($/NAND bit) are likely 2X the industry. But apparently, China is prepared to lose money until they can catch up.

I asked Jim if they have a hope of catching up – yes. For example, there’s been some shenanigans with DRAM technology and a Chinese DRAM Fab. They  have (allegedly)stolen technology from Micron’s Taiwan DRAM FAB. They in turn have sued Micron for patent infringement and won, locking Micron out of the Chinese DRAM market. With DRAM market tightening, Micron’s absence will hurt Chinese electronics producers. Others will step in, but Micron will have to focus DRAM sales elsewhere.

3D Xpoint/Optane?

There wasn’t much discussion on 3D XPoint. Intel did announce some customers for Optane SSDs and that they are starting to produce 3D XPoint in DIMMs. The Intel-Micron 3D XPoint partnership has disolved. Intel seems willing to continue to price their Optane and 3D XPoint DIMM below cost and make it up selling micro processors.

Jim predicted years back there would be little to no market for 3D Xpoint SSDs. With Optane SSDs at 5X higher cost than NAND SSDs and only 5X faster, it’s not a significant enough advantage to generate volumes needed to make a profitable product. But in a DIMM form factor, hanging off the memory bus, it’s 1000X faster than NAND, and with that much performance, it shouldn’t have a problem generating sufficient volumes to become profitable.

Other NAND/SCM news

We talked about the emergence of QLC NAND. With 3D NAND, there appears to be sufficient electrons to make QLC viable. The write speeds are still horrible,  ~1000X slower than SLC. But vendors are now adding SLC NAND (write cache) in their SSDs to sustain faster writes.

The other new technology from FMS18 was computational storage. Computational storage vendors are putting compute near (inside) an SSD to better perform IO intensive workloads. Some computational storage vendors   talked about their technology and how it could speed up select workloads

There’s SCM beyond 3D XPoint. These vendors have been quietly shipping for some time now, they just aren’t at the capacities/bit density to challenge NAND. Jim mentioned a few that were in production, EverSpin/MRAM, Adesto/ReRAM and Crossbar/FeRAM.

Jim said IBM was using EverSpin/MRAM technology in their latest FlashCore Modules for their FlashSystem 9100. And EverSpin MRAM is being used in satellites. Adesto/ReRAM is being used medical instrument market.

The podcast runs ~42 minutes. We apologize for the audio quality, we promise to do better next time. Jim’s been the GreyBeards memory and flash technology guru before our hair turned grey and is always enlightening about the flash market and technology trends.  Listen to the podcast to learn more.

Jim Handy, General Director, Objective Analysis

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconductor and SSD industry analyst. Early in his career he held marketing and design positions at leading semiconductor suppliers including Intel, National Semiconductor, and Infineon.

A frequent presenter at trade shows, Mr. Handy is known for his technical depth, accurate forecasts, widespread industry presence and volume of publication. He has written hundreds of market reports, articles for trade journals, and white papers, and is frequently interviewed and quoted in the electronics trade press and other media.  He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com

69: GreyBeards talk HCI with Lee Caswell, VP Products, Storage & Availability, VMware

Sponsored by:

For this episode we preview VMworld by talking with Lee Caswell (@LeeCaswell), Vice President of Product, Storage and Availability, VMware.

This is the third time Lee’s been on our show, the previous one was back in August of last year. Lee’s been at VMware for a couple of years now and, among other things, is leading the HCI journey at VMware.

The first topic we discussed was VMware’s expanded HCI software defined data center (SDDC) solution, which now includes compute, storage, networking and enhanced operations with alerts/monitoring/automation that ties it all together.

We asked Lee to explain VMware’s SDDC:

  • HCI operates at the edge – with ROBO-2-server environments, VMware’s HCI can be deployed in a closet and remotely operated by a VI from the central site.
  • HCI operates in the data center – with vSphere-vSAN-NSX-vRealize and other software, VMware modernizes data centers for the  pace of digital business..
  • HCI operates in the public Cloud –with VMware Cloud (VMC)  on AWS, IBM Cloud and over 400 service providers, VMware HCI also operates in the public cloud.
  • HCI operates for containers and cloud native apps – with support for containers under vSphere, vSAN and NSX, developers are finding VMware HCI an easy option to run container apps in the data center, at the edge, and in the public cloud.

The importance of the edge will become inescapable, as 50B edge connected devices power IoT by 2020. Lee heard Pat saying compute processing is moving to the edge because of 3 laws:

  1. the law of physics, light/information only travels so fast;
  2. the law of economics, doing all processing at central sites would take too much bandwidth and cost; and
  3. the law(s) of the land, data sovereignty and control is ever more critical in today’s world.

VMware SDDC is a full stack option, that executes just about anywhere the data center wants to go. Howard mentioned one customer he talked with at FMS18, just wanted to take their 16 node VMware HCI rack and clone it forever, to supply infinite infrastructure.

Next, we turned our discussion to Virtual Volumes (VVols). Recently VMware added replication support for VVols. Lee said VMware has an intent to provide a SRM SRA for VVols. But the real question is why hasn’t there been higher field VVol adoption. We concluded it takes time.

VVols wasn’t available in vSphere 5.5 and nowadays, three or more years have to go by before a significant amount of the field moves to a new release. Howard also said early storage systems didn’t implement VVols right. Moreover, VMware vSphere 5.5 is just now (9/16/18) going EoGS.

Lee said 70% of all current vSAN deployments are AFA. With AFA, hand tuning storage performance is no longer something admins need to worry about. It used to be we all spent time defragging/compressing data to squeeze more effective capacity out of storage, but hand capacity optimization like this has become a lost art. Just like capacity, hand tuning AFA performance doesn’t make sense anymore.

We then talked about the coming flash SSD supply glut. Howard sees flash pricing ($/GB) dropping by 40-50%, regardless of interface. This should drive AFA shipments above 70%, as long as the glut continues.

The podcast runs ~21 minutes. Lee’s always great to talk with and is very knowledgeable about the IT industry, HCI in general, and of course, VMware HCI in particular.  Listen to the podcast to learn more.

Lee Caswell, V.P. of Product, Storage & Availability, VMware

Lee Caswell leads the VMware storage marketing team driving vSAN products, partnerships, and integrations. Lee joined VMware in 2016 and has extensive experience in executive leadership within the storage, flash and virtualization markets.

Prior to VMware, Lee was vice president of Marketing at NetApp and vice president of Solution Marketing at Fusion-IO. Lee was a founding member of Pivot3, a company widely considered to be the founder of hyper-converged systems, where he served as the CEO and CMO. Earlier in his career, Lee held marketing leadership positions at Adaptec, and SEEQ Technology, a pioneer in non-volatile memory. He started his career at General Electric in Corporate Consulting.

Lee holds a bachelor of arts degree in economics from Carleton College and a master of business administration degree from Dartmouth College. Lee is a New York native and has lived in northern California for many years. He and his wife live in Palo Alto and have two children. In his spare time Lee enjoys cycling, playing guitar, and hiking the local hills.

68: GreyBeards talk NVMeoF/TCP with Ahmet Houssein, VP of Marketing & Strategy @ Solarflare Communications

In this episode we talk with Ahmet Houssein, VP of Marketing and Strategic Direction at Solarflare Communications, (@solarflare_comm). Ahmet’s been in the industry forever and has a unique view on where NVMeoF needs to go. Howard had talked with Ahmet at last years FMS. Ahmet will also be speaking at this years FMS (this week in Santa Clara, CA)..

Solarflare Communications sells Ethernet communication gear, mostly to the financial services market and has developed a software plugin for the standard TCP/IP stack on Linux that supports both target and client mode NVMeoF/TCP. That is, their software plugin provides a complete implementation of NVMeoF across TCP Ethernet that extends the TCP protocol but doesn’t require RDMA (RoCE or iWARP) or data center bridging.

Implementing NVMeoF/TCP

Solarflare’s NVMeoF/TCP is a free plugin that once approved by the NVMe(oF) standard’s committees anyone can use to create a NVMeoF storage system and consume that storage from almost anywhere. The standards committee is expected to approve the protocol extension soon and sometime after that the plugin will be added to the Linux Kernel. After standards approval, maybe VMware and Microsoft will adopt it as well, but may take more work.

Over the last year plus most NVMeoF/Ethernet we encounter requires sophisticated RDMA hardware. When we talked with Pavilion Data Systems, a month or so ago, they had designed a more networking like approach to NVMeoF using RoCE and TCP a special purpose FPGA that’s used in their RDMA NICs and Mellanox switches to support client-target mode NVMeoF/UDP [updated 8/8/18 after VR’s comment, the ed.]. When we talked with Attala Systems, they had special purpose FPGA that’s used in RDMA NICs and Mellanox switches to support target & client mode NVMeoF/UDP were using standard RDMA NICs and Mellanox switches to support their NVMeoF/Ethernet storage [updated 8/8/18 after VR’s comment, the ed.].

Solarflare is taking a different tack.

One problem with the NVMeoF/Ethernet RDMA is compatibility. You can use either RoCE or iWARP RDMA NICs but at the moment you can’t use both. With TCP/IP plugins there’s no hardware compatibility issue. (Yes, there’s software compatibility at both ends of the pipe).

SolarFlare recently measured latencies for their NVMeoF/TCP (Iometer/FIO) which shows that the with the protocol running it adds about a 5-10% increase in latency versus running RDMA NVMeoF/UDP-RoCE-iWARP.

Performance measurements were taken using a server, running Red Hat Linux + their TCP plugin with NVMe SSDs on the storage side and a similar configuration on the client side without the SSDs.

If they add 10% latency to 10 microsec. IO (for Optane), latency becomes 11 microsec. Similarly for flash NVMe SSDs it moves from 100 microsec to 110 microsec.

Ahmet did mention that their NICs have some hardware optimizations which brings down this added latency into something approaching closer to 5%. And later we discuss the immense parallelism opportunities using the TCP stack in user space. Their hardware also better supports more threads doing IO in parallel.

Why TCP

Ahmets on a mission. He says there’s this misbelief that Ethernet RDMA hardware is required to achieve lightening fast response times using NVMeoF, but it’s not true. Standard TCP with proper protocol enhancements is more than capable of performing at very close to the same latencies as RDMA, without special NICs and DCB switch configurations.

Furthermore, TCP/IP already has multipathing support. So current high availability characteristics of TCP are readily applicable to NVMeoF/TCP

Parallelism through user space

NVMeoF/TCP was the subject of 1st half of our discussion but we spent the 2nd half talking about scaling or parallelism. Even if you can do 11 or 110 microsecond latency at some point, if you do enough of these IOs, the kernel overhead in processing blocks and transferring control from kernel space to user space will become a bottleneck.

However, there’s nothing stopping IT from running the TCP/IP stack in user space and eliminating any kernel control transfer whatsoever. By doing so, data centers could parallelize all this IO using as many cores as available.

Running the plugin in a TCP/IP stack in user space allows you to scale NVMeoF lightening fast IO to as many users as you have user spaces or cores, and the kernel doesn’t even break into a sweat

Anyone could simply download Solarflare’s plugin, configure a white box server with Linux and 24 NVMe SSDs and support ~8.4M IOPS (350Kx24) at ~110 microsec latency And with user space scaling, one could easily have 1000s of user spaces connected to it.

They’re going to need need faster pipes!

The podcast runs ~39 minutes. Ahmet was very knowledgeable about NVMe, NVMeoF and TCP.  He was articulate and easy to talk with.  Listen to the podcast to learn more.

Ahmet Houssein, VP of Marketing and Strategic Direction at Solarflare Communications 

Ahmet Houssein is responsible for establishing marketing strategies and implementing programs to drive revenue growth, enter new markets and expand brand awareness to support Solarflare’s continuous development and global expansion.

He has over twenty-five years of experience in the server, storage, data center and networking industry, and held senior level executive positions in product development, marketing and business development at Intel and Honeywell. Most recently Houssein was SVP/GM at QLogic where he successfully delivered first to market with 25Gb Ethernet products securing design wins at HP and Dell.

One of the key leaders in the creation of the INFINIBAND and PCI-Express industry standard, Houssein is a recipient of the Intel Achievement Award and was a founding board member of the Storage Network Industry Association (SNIA), a global organization of 400 companies in the storage market. He was educated in London, UK and holds an Electrical Engineering Degree equivalent.

67: GreyBeards talk infrastructure monitoring with James Holden, Sr. Prod. Mgr. NetApp

Sponsored by: Howard and I first talked with James Holden, NetApp Senior Product Manager for OnCommand Insight and Cloud Insights,  last month, at Storage Field Day 16 (SFD16) in Waltham, MA. At the time, we thought it would be great to also have him on the show.

James has been with the NetApp OnCommand Insight (OCI) team for quite awhile now and is very knowledgeable about the product and its technology. NetApp Cloud Insights is a new SaaS offering that provides some of the same services as OCI without the footprint, focused on newer, non-traditional applications and available on a pay as you go model.

NetApp OnCommand Insight (OCI)

NetApp OCI is sort of a stripped down, souped up enterprise SRM tool, without storage and servers configuration-provisioning (see James’s introduction video from SFD15 for more info). It supports NetApp and just about anyone’s storage including Dell EMC, IBM, Hitachi Vantara (HDS), HPE, Infinidat, and Pure Storage as well as most major OSs such as VMware vSphere, Microsoft HyperV, RHEL, etc. Other storage can easily be  added to OCI through a patch/minor update and is typically done by customer request.

NetApp OCI currently runs in some of the biggest enterprises  in the world today, including top F500 companies and one of the world’s largest banks. OCI is agentless but does use a data collector server/VM onprem or in cloud that takes advantage of storage and system APIs to gather data.

OCI provides extensive end-to-end infrastructure monitoring and trouble shooting (see James’s SFD16 OCI monitoring & troubleshooting session). OCI monitors application workloads from VMs to the storage supporting them.

OCI also supplies extensive charge back capabilities (see his SFD16 OCI cost control/chargebacks session). In times like these when IT competes with public cloud offerings every day, charge backs can be very illuminating.

Also, OCI has extensive integration with ServiceNOW and similar offerings (see SFD16 OCI ecosystem session). With this level of integration, OCI can provide seamless tracking of service requests from initiation to completion through verification.

In addition, OCI can monitor public cloud infrastructure as well as onprem. For example, with Amazon Web Services (AWS), customers can use OCI to monitor EC2 instances EBS IO activity. OCI reports on AWS IOPS rates by EC2-EBS connection. Customers paying for EBS IOPS, can use OCI to monitor and tailor their EBS costs. OCI also supports Microsoft Azure environments.

NetApp Cloud Insights

NetApp Cloud Insights, a new SaaS offering, that is currently in Public Preview status but is expected to release in October, 2018 (checkout his SFD16 Cloud Insights session video).

Customers can currently register to use the preview version at Cloud.netapp.com/Cloud Insights. There’s a registration wall but that’s all it takes to get started. .

The minimum Cloud Insights instance is a single server and 5TB of storage. Unlike OCI, Cloud Insights is tailored to support smaller shops without significant infrastructure. However, Cloud Insight also offers standard onprem enterprise infrastructure monitoring as well.

Cloud Insights is also focused on modern, cloud-native applications whether they operate on prem or in the cloud. The problem with cloud native, container apps is that they come and go in seconds, and there’s thousands of them. Cloud Insights was designed specifically for container and other cloud native applications and as such, should provide a more accurate monitoring of operations for these systems.

We talked about Cloud Insight’s development cadence. James said that because it’s a SaaS offering new Cloud Insights functionality can be released daily, if not more frequently. Contrast that with OCI, where they schedule 3-4 releases a year.

Cloud Insight currently supports the Kubernetes container ecosystems today but more are on the way. Again, customers determine which Container or other cloud native ecosystems will be supported next.

The podcast runs ~22 minutes. James was very knowledgeable about OCI, Cloud Insights and infrastructure monitoring in general and he was easy to talk with. Howard and I had a great time at SFD16 and enjoyed our time talking with him again on the podcast.  Listen to the podcast to learn more.

James Holden, Senior Product Manager NetApp OCI and Cloud Insights 

 

James Holden is a Senior Manager of Product Management at NetApp, and for the last 5 years  has been building the infrastructure monitoring and reporting tool OnCommand Insight.

Today he is working across NetApp’s Cloud Analytics portfolio, including Cloud Insights, a new SaaS offering currently in preview.

Prior to NetApp, James worked for 14 years at CSC in both the US and the UK on their storage, compute and automation solutions.

 

 

66: GreyBeards talk Midrange storage part 2, with Sean Kinney, Sr. Dir. Midrange Storage Mkt, Dell EMC

Sponsored by:

Dell EMC Midrange Storage

In this episode we talk with Sean Kinney (@SeanRKinney14), senior director, midrange storage marketing at Dell EMC.  Howard and I have both known Sean for a number of years now. Sean has had multiple roles in the IT industry, doing various marketing and management duties at multiple vendors. He’s back at Dell EMC now and wanted to take on opportunity to discuss Dell EMC midrange storage with us.

As you probably already know, Dell EMC midrange storage dominates their market and has done so for a number of years now. Currently, Dell EMC midrange storage has 2X the revenue of any other competitor.

This is the third time (Dell) EMC has been on our show (see our EMCWorld2015 summary podcast with Chad Sakac, and  Talk with Pierluca Chiodelli sponsored podcast).  Since our last podcast, there’s been plenty of happenings at Dell EMC midrange storage.

Dell EMC Unity and SC storage news

Dell EMC Unity storage has recently added new file data reduction and file sync replication functionality. And a short time ago, Dell EMC came out with an AFA version of their SC Series storage.

With the two midrange product lines there’s been some cross fertilization. That is Dell EMC is starting to take some of the best features from one solution and applying it to the other.

For example,

  • SC series has had its Health Check offering since Compellent days. This is a PS, offered by Dell EMC, that reviews the health of your data center’s SC storage, DR plans, backup activity, IO performance, etc. and provides recommendations as to how to improve the overall storage environment. The Health Check PS is now also available for Unity storage.
  • Unity storage has had its CloudIQ management/monitoring solution since December of 2016. CloudIQ is a big data analytics-remote management, software-as-a-service offering, running in the cloud that allows customers to manage/monitor Unity storage from anywhere. With SC Series’ latest, 7.3 code update, SC storage is also supported under CloudIQ.

We also discussed some of the inherent advantages to SC Series storage, such as their forever software licensing, storage federation/scale out clusters and economical $/GB pricing.

Sean mentioned some of the Future Proof guarantees that Dell EMC offers on both Unity and SC series storage. These include hardware investment protection, data-in-place upgrades, data reduction guarantees, etc.

The podcast runs ~20 minutes. Sean has been around the storage for a long time now and is very knowledgeable about Dell EMC Midrange storage as well as competitive solutions. Howard and I have talked with Sean at a number of industry events in the past and it was fun to talk with him again.  Listen to the podcast to learn more.

Sean Kinney, Senior Director,  Dell EMC Midrange Storage Marketing

Sean Kinney is an industry leader in the storage and data protection market, with over 20 years of experience in the IT industry.

Currently, he is the Senior Director for midrange storage marketing at Dell EMC.  He spent the first 10 years of his career at EMC, and then held positions including VP and General Manager of online backup at Acronis and Senior Director, Storage Marketing at Hewlett-Packard Enterprise.

Sean has a B.A. from Dartmouth College and a M.B.A from the University of Michigan.