Well it has been another year and time for our annual year end wrap up. Since Covid hit, every year has certainly been interesting. This year we have seen the start of back in person conferences which was a welcome change from the covid lockdown. We are very glad to start seeing everybody again.
From the tech standpoint, the big news this year was CXL. As everyone should recall, CXL is a new-ish PCIe hardware and protocol that supports larger memory sitting out on a PCIe bus and in the future shared memory between servers. All this is to enable a new wave of memory based computing. We spent probably half our time discussing CXL and it’s impact on IT.
The other major topic was the Cloud Native ecosystem. In the past all we talked about was K8s but nowadays the ecosystem that surrounds it is almost as important as K8s itself. The final topic was a bit of a shock earlier this year and yes it was the Broadcom’s acquisition of VMware. Jason and I spend our Explore podcast talking about it (see our 137: VMware Explore wrap-up). Keith has high hopes that the EU will shut it down but the jury’s still out on that one. Listen to the podcast to learn more.
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As for CXL, it turns out that AMD have just released full support for CXL hardware and protocols with their latest round of CPU chips. But the new AMD CPUs only support DDR5 memory, (something about there’s only so much logic one can fit on a chip…) which means all those DDR4 DIMs out in the wild need somewhere to land. CXL could supply a new lease on life for DDR4 DIMs.
And it’s not just about shared memory or increased memory sizes, CXL can also provide a tiered memory hierarchy, with gobs of flash behind memory DIMs (see: 136: FMS2022 wrap up …) So, now its no longer a TB or ten of server memory but potentially 100s of TBs. What this means for SAP HANNA, AWS Aurora and other heavy-memory solutions has yet to play out.
Cloud Native won. We see this in the increasing adoption of containers and K8s in the enterprise, cloud and just about anywhere IT happens these days. But the ecosystem surrounding K8s is chaos.
Over time, many of these ecosystem solutions will die off, be purchased, or consolidated but in the mean time, it’s entirely too confusing. Red Hat’s OpenShift is one answer and VMware’s Tanzu is another. And of course all the clouds have their own K8s packaged solution. But just to cover their bets, everyone also supports native K8s and just about every software package that works with it. So, K8s’s ecosystem is in a state of flux and may take time to become a stable set of tools useable by the enterprise IT.
Finally, Broadcom’s acquisition of VMware has everyone up in arms. Customers are concerned the R&D juggernaut that VMware has been, since its very beginning, will be jettisoned in favor of profits. And HCI vendors that always felt Dell EMC had an unfair advantage will all look at Broadcom in a similar light.
Keith says there’s a major difference in how USA regulators view an acquisition and how EU regulators view one. According to Keith, EU views acquisitions in how they help or hurt the customer. USA regulators view acquisitions on show they help or hurt the competition. Will have to wait and see how this all plays for Broadcom-VMware.
On the other hand, speaking of competition, Nutanix seems to be feeling the heat as well. Rumors are it’s up for sale. Who will want it and how the regulators view both of these acquisitions may be as interesting story for 2023
2023 looks to be another year of transition for enterprise IT. The cloud players all seem to be coming around to the view that they can’t be all things to all (IT) people. And the enterprise vendors are finally seeing some modicum of staying power in the face of a relentless push to the cloud. How this plays out over the next few years will be of major interest to everybody.
Happy New Year from the GreyBeards!
Keith Townsend, The CTO Advisor
Keith Townsend (@CTOAdvisor) is a IT thought leader who has written articles for many industry publications, interviewed many industry heavyweights, worked with Silicon Valley startups, and engineered cloud infrastructure for large government organizations. Keith is the co-founder of The CTO Advisor, blogs at Virtualized Geek, and can be found on LinkedIN.
Jason Collier, Principal Member of Technical Staff, AMD
Jason Collier (@bocanuts) is a long time friend, technical guru and innovator who has over 25 years of experience as a serial entrepreneur in technology. He was founder and CTO of Scale Computing and has been an innovator in the field of hyperconvergence and an expert in virtualization, data storage, networking, cloud computing, data centers, and edge computing for years. He’s on LinkedIN.