“TBR expects the use of white-box hardware in NFV / SDN environments will proliferate, accounting for 60 percent of NFV / SDN hardware spend in 2023, up from 15 percent in 2018. This industry shift toward white-box hardware will significantly disrupt incumbent OEMs’ business models, prompting them to evolve into software-centric companies.”
“IBM’s Arvind Krishna, head of Cloud and Cognitive Software, acknowledged Red Hat’s coming influence in a conference call after the deal closed, noting that there could be some ‘red washing’ of IBM as opposed of ‘blue washing’ Red Hat. Blue washing would be ‘a bid thing,’ he added, according to Technology Business Research.”
“According to practice manager and principal analyst Allan Krans, companies that do make the change will form the largest segment of cloud partners, while those that don’t will ultimately not survive.
“However, the new breed of partner, such as those working with companies like Amazon Web Services (AWS) and Salesforce, will need to operate in a fundamentally different manner compared with traditional partner models from the likes of Microsoft, Intel and Cisco, Krans stressed.
“’Rather than traditional IT vendors relying on partners to drive their business, in cloud those partners are on their own in many respects to identify and develop their own value-add,’” he explained.
“’Being creative, developing intellectual property and focusing on the gaps between multi-vendor solutions are much more important activities for partners in cloud programs compared with traditional ones.’”
“They will be in a complex dance to get their respective customer’s compute, storage and networking needs met,” said Ezra Gottheil, principal analyst at Technology Business Research Inc. “I think VMware has the inside track with their abstraction of the cloud over AWS’ because VMware’s abstraction doesn’t lock you into just one cloud provider.”
“Quite frankly, this was a breath of fresh air,” Chris Antlitz, telecom principal analyst at Technology Business Research, told SDxCentral in a phone interview. “They are being marginalized, they can’t stay competitive, the network is not comparable, the competition has been out-competing them for years, and something has to give here.”
Offering a multi-cloud, portable hybrid integration solution is important for IBM in a few ways, said Cassandra Mooshian, a senior analyst with Technology Business Research. It greatly reduces the perception of vendor or platform lock-in, which in the world of hybrid IT is attractive, Mooshian said.
“It underscores that IBM is willing to play in a multivendor world (rather than promoting IBM IaaS as the technology underpinning ICP and solutions atop it), it can help bring IBM to the table more often in enterprise and midmarket organisations now that it is ‘playing nice’ more often with peers, and it addresses a fundamental pain point that IT departments are facing, linking on-prem apps and data to cloud apps and data such that processes can become more efficient and customers can get the most business value,” Mooshian said.
“I don’t think the US is in danger of falling behind in the use and development of 5G if it continues to ban Huawei,” he says. “I think alternative vendors like Ericsson can deliver on 5G.” — Senior Analyst Ezra Gottheil
“If you had a new initiative — say if you wanted to do a new marketing campaign — with private cloud, you still have to go buy all the servers, hook them up and orchestrate it before you could even get to executing that. With public cloud, the IT resources are ready whenever the business is ready to execute the new initiative.” — Senior Analyst Allan Krans
Commercial Internet of Things has received substantial press over the last three years. It started in 2015 with hyped claims of IoT’s ability to deliver total transformation, but expectations around the technology have matured and IoT is now viewed as a reasonable technique for solving business problems.
However, one thing has not changed: When it comes to IoT market participants, the focus of the discussion remains on larger IT vendors, SIs [systems integrators] and customers. The missing story is the involvement of the distributors, VARs [valued added resellers] and smaller SIs, and the current needs of the small to midsize customers.
Lenovo’s Data Center Group (DCG) has unveiled TruScale Infrastructure Services. A Hardware as a Service (HaaS) solution with subscription-based pricing, TruScale makes DCG’s entire ThinkSystem and ThinkAgile portfolio available to customers “as a Service” through both Lenovo sales associates and channel partners.
For a monthly fee, customers will gain access to data center infrastructure, which can be installed at the customer’s location of choice. Cost will be based on power consumption, as power consumption is a relatively accurate way to measure usage without compromising infrastructure security. The hardware remains Lenovo-owned, -maintained and -supported, and with no minimum usage requirement, customers gain the financial flexibility available through public cloud offerings without the risks associated with taking data off premises. — Stephanie Long, Analyst
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