Pat Gelsinger has been serving as Chief Executive Officer of VMware since September 2012, nearly doubling the size of the company during his tenure. He brings more than 35 years of technology and leadership experience. Before joining VMware, Gelsinger led EMC’s Information Infrastructure Products business as President and Chief Operating Officer. A respected IT industry veteran, he was at Intel for 30 years becoming the company’s first Chief Technology Officer and driving the creation of key industry technologies including USB and WiFi. He led Intel to be the dominant supplier of the microprocessor—while in the significant role as the architect of the original 80486 processor.View the profile
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Pat Gelsinger, CEO of VMware, joins John Furrier and Dave Vellante for coverage of VMworld 2020.
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CEO Pat Gelsinger digs into VMware’s Nvidia partnership, security and the hybrid cloud
VIDEO EXCLUSIVE BY MARK ALBERTSON
Some of the tech world’s biggest advances often begin with a simple conversation.
In this case, the two people involved were Pat Gelsinger (pictured), chief executive officer of VMware Inc., and Jensen Huang, CEO of Nvidia Corp. Gelsinger was interested in capitalizing on VMware’s work with network interface controllers, hardware that connects computers with computer networks.
“Jensen said: ‘Hey Pat, you’re thinking too small,’” Gelsinger recalled. “’Let’s do the entire artificial intelligence landscape together and let’s make AI an enterprise-class workload from the datacenter to the cloud and to the edge.’”
Huang wanted to have Nvidia’s graphics processing units work like first-class citizens in the vSphere compute virtualization environment, according to Gelsinger. By using the smart NIC as a data processing unit, the entire network could be connected together in a new and profound way.
“Now, its CPU, GPU and DPU, all being managed through the distributed architecture of VMware,” Gelsinger said. “We are rearchitecting the datacenter, the cloud and the edge. This partnership is really a center point of that.”
Gelsinger spoke with John Furrier and Dave Vellante, co-hosts of theCUBE, SiliconANGLE Media’s livestreaming studio, during VMworld. They discussed the significance of VMware’s “smart NIC” release, making security intrinsic within the enterprise, and the company’s vision for a multicloud and hybrid cloud world. (* Disclosure below.)
Managing applications anywhere
The outcome of the two executives’ discussion was Project Monterey, announced today during VMworld 2020, as providing a consistent digital foundation for building and managing applications anywhere.
“Monterey is a big deal,” Gelsinger said. “We’ve been leveraging the NIC, essentially virtual NICs, but we never leveraged the resources of the network adaptors themselves. It sits in the right place in the sense that it is the network traffic cop, it is the place to do security acceleration, it is the place that enables IO bandwidth optimization across increasingly rich applications.”
Security acceleration is one of the key outcomes for VMware as a result of its work with smart NICs. After declaring last fall that the security industry had “failed its customers,” Gelsinger has led VMware’s effort to embed protection into infrastructure through the newly released Carbon Black Cloud Workload as a free six-month offering for vSphere users.
“It comes as part of the hypervisor itself,” Gelsinger explained. “This means there’s no attack surface available for the bad guys to pursue. Today is a bad day for cybercriminals; this is what intrinsic security is about.”
Cloud flexibility and choice
Along with Project Monterey and new security solutions, VMware has used the event to highlight its multicloud and hybrid cloud vision. This will require a great degree of flexibility as customers must begin to navigate a 5G-driven world where AI and other key enterprise tools will be pushed to the edge, according to Gelsinger,
“Our hybrid/multicloud strategy is for customers to have cloud flexibility and choice,” Gelsinger said. “We believe everybody will be running a great private cloud, picking a primary public cloud and then a secondary public cloud. Hybrid cloud is then saying which of those infrastructures are identical so that I can run them without modifying any aspect of my infrastructure operations or applications.”
Flexibility means being able to deal with business challenges in uncertain times. VMware chose a theme of “unpredictability” for VMworld 2020 while making it clear that the company continues to build on its significant technology base.
“Our key message is: ‘A digital foundation for an unpredictable world,’ and, man, what an unpredictable world it has been this past year,” Gelsinger said. “These changes, these faster to the future shifts in how we learn, work, educate, care for, worship and live will get more and more sedimented into the new normal, relying more on the digital foundation. We think ultimately that has extremely good upsides for us long term.”
Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of VMworld. (* Disclosure: VMware sponsored this segment of theCUBE. Neither VMware nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
From around the globe, it's the Q with digital coverage of vmworld 2020 brought to you by the end where and its ecosystem partners are welcome back to the coverage of vmworld 2020. This is the cube virtual with vmworld 2020 virtual. I'm John for your host of the cube. With Dave Allante star 11th, you're covering for you, and we're not in person with virtual, but all the content is Flowing, of course, we're here at Pat gelsinger, the CEO of VMware has been on the Cube. 11 years, this year virtual of the cube, as we've been covering VMware from his early days in
2010. When the cube started 11 years later Patrick, it's still changing and still excited. Great to see you, thanks for taking the time. Hey, you guys are great. I love the interactions that we have. The energy to fund the intellectual sparring and of course, the audiences have loved it now for 11 years and I look forward to the next 11 that will be doing together. It's always exciting as we'd like great conversations Dave and I went to drill in and, and really kind of probe and unpack, the content that you're delivering at the Keno's. But also throughout the entire program, it is virtual this
year, which highlights a lot of the cloud native changes. Just to get your thoughts on the virtual aspect of the emeralds not in person, which is one of the best event of the Year, everyone loves it. Great Community is virtual this year, but there's a slew of content. What should people take away from this virtual vmworld? Well little one aspect of it is that I'm actually excited about is that we're going to be well over a hundred thousand people which allows us to be bigger. You know, you don't have the physical constraints. You also able to reach places, like I've gone to customers and
maybe they had 20 people attend in Prior years this year, they're having a hundred won't have much larger teams. Also, like some of the more regulated Industries where they can't necessarily send people to events like this, the international audience such as being able to spread the audience, much more La digital foundation for an unpredictable World. Predictable World, it has been this past year and then key messages, lots of key product announcements technology, announcement partnership announcement and of course to do in all of the vmworld.
Is that Hands-On Labs. The interactions that will be delivering a virtual. Do you come to VMware because Haunted is so robust. As being delivered by the world's smartest, people were picking at all these waves but who's that moment for years ago or so, maybe even for 3, I can't remember seems like yesterday you gave the Seminole Casino and you said, this is the way the world going to happen and since that keynote I'll never forget the Moscone and since then and are you guys have been
performing extremely well both on the business front as well as making technology best and it's paying off. So what's next? I mean you got the cloud cloud scale is it space is its cyber. I mean, all these things are going on, what is the next wave that you're watching? And what's coming out? What can people extract ahead of Ian? Will this year? At this next week? Yeah, one of the things I really am excited about went to my buddy, Jensen, I said boy were doing this work and smart, mix, really like to work with you and maybe some things to better General lies to your Jeep, you, and Jensen
challenge me. Usually, I'm the one challenging other people with bigger Visions. This time Jensen said, hey Pat, I think you're thinking too small. Let's do the entire AI landscape together. And let's make a, i a enterprise-class Works towed from the data center to the cloud and to the. So I'm going to bring all of my AI resources and make VMware and tanzoo. The preferred infrastructure to deliver a i at scale, I need you guys to make the gpus work like 1st Class citizens in the vsphere environment because
I need them to be truly democratized for the Enterprise so that it's not some specialized AI. Is everybody being able to do that and then, we're going to connect to hold that work together. In a new and profound way with our Monterey program as well. Being able to use the smart. Nick, the dpu was Jensen likes to call it, so now it's CPU GPU and CPU all be managed through distributed architecture of VMware. This is exciting. So, this is one in particular that I think we are now. We are protecting the Datacenter, the cloud, and the
edge. And this partnership is really a central point of that at the hardware deal. I mean, I want to Smart, Nick's, you tell my data processing units. It sounds like a motherboard in the cloud if you will but it's not just Hardware. Can you talk about the aspect of the software piece? Because again you know and there's no for GPS, we all know that but what about AI here? So it's not just Hardware. Can you just expand and share with the software aspect of all? This is Nvidia has been investing in their AI stock and it's one of those where I
say, yo, I mean, this is, this is Edison at work, right? You're harder. I work, the luckier, I get an Nvidia was lucky. That their architecture, worked much better for the AI workload but it was built on two decades of hard work and building a parallel data center architecture, and they have built a complete software stack for all the major AI, workloads running on their platform. All of that is not coming to the sphere and tanzoo, that is a rich software layer across many vertical Industries. And we'll talk
one of those highlights. At 7 p.m. world is the University, California, San Francisco, a partnership. UCSF one of the world's leading research hospitals are some of the Yellow current vaccine use cases as well. The financial use cases, for threat detection, and trading benefits really is about how we bring that rip software stack. You know, this is your decade-and-a-half work to the VMware platform. So that now every developer and every Enterprise to take advantage of this
upscale, that's a lot of software that you respect you as a piece of Hardware in here, but the software stack is even more important so. Well, we're on the arm piece processing models and I wonder if you could comment on the implications for AI inferencing at the edge. If not just as well, processor implications, it's it's storage. Its networking. It's really a whole new fundamental Paradigm. How are you thinking about that? That we thought about aspects developer problem or he said now you
can Once right in the developer Canal Say Hey I want to have this new AI Centric app and I can develop and it can run in the data center on the cloud. At the edge of my operations, team can be able to operate this, just like I do all my infrastructure and now it's bn's containers and AI applications and 3rd. This is where your question really comes to Bear. Most significantly is data gravity, right? Least some of them need to be very low latency as well. We also have regulatory issues
and you know if I have to move these large regular two data sets to the cloud boy, you know, maybe I can't do that generally for my apps or if I have low latency heavy apps at the edge, I can't pull it back to the cloud or to my data center. And that's where the uniform architecture. And aspects of the Monterey programmer am able to take advantage of the network. And the smart Nicks ever being built but also being able to fully represent the data gravity issues of AI applications of scale. Because in many cases, I'll need to do the processing both learning an Ambien Prince at the edge
as well. Such a key part of our strategy here with the Nvidia and I do think is going to be unlocked, a new class of apps. Because when you think about Ai and containers, what am I using it for the next generation of applications? A lot of those are going to be edged 5G base. So we got to talk about security now too. I mean I'm going to put it a little bit here. John's, it's okay years ago. You said security is a do-over. You said that on the cube and we have big tits stuck with us, you know, it's kind of if it ain't broke, don't fix it. But I kind of broke it
Cloud security. You see is zscaler rocket. You got it? I don't have the access management. I think a customer of yours and then you got to seeing crowdstrike, explode, you guys pay 2.7 billion? I think, for carbon black, yet valuation, that's a mega opportunity for you guys. What are you seeing their, how are you bringing that all together? You've got in a sex component cuc component to get through the security throughout your entire stack, how should we be thinking about that one of these announcements that I am most
excited about IBM world is the release of carbon black workload. As we said, we're going to take those carbon black ass. I'm going to combine it with workspace one, we're going to build it in and a sex we're going to make it part of Kansas do. I'm going to make it part of the sphere and carbon black workload is literally the least fear embodiment of carbon black in an ageless way. So now you don't need to insert new agents or anyting. It becomes part of the hypervisor itself. Meaning There's no attack surface available for your the bad guys to pursue. But
not only is it an exciting new product capability, but we're going to make it free announcing at vmworld. And everybody who uses the sphere gets carbon black workload for free for an unlimited number of events for the next 6 months. And as I said in the keynote today is a bad day for cybercriminals. This is what intrinsic security is about. Making it part of the platform. Don't add anything on. Just click the button and start using what's built into vsphere. We're doing that. Same
thing with what we're doing at the networking layer. This is the last line acquisition. We're going to bring that same workload. Kind of characteristics into the Container. That's why we did the octarine acquisition and we're releasing the integration of workspace, one. With the carbon black duck client, that's going to be the differentiator and by the way crowdstrike is doing well, but guess what? If so are we and both of us are eliminating the rotting carcasses of the traditional AV approach. So there is a huge market for both of us to go, you'll pursue here. So a lot of
great things and security. And she said, we're just starting to see that shift of the industry occur that I promised the last year in the cube. So be safe to say that you're cloud-native and a security company these days. Yo, absolutely. And you know, the bigger picture of us is that we're this critical infrastructure layer for the edge for the cloud for the Telco environment, and for the Datacenter from every endpoint, every application. Every cloud, hepatic, going to ask you a personal question we got from the community to throw it out to you because a lot of people look
at the Amazon, the cloud and say, okay, we didn't see it coming. We sorry, and we saw Eric kahle, all the benefits that are coming out of cloud will document in question for you. Is what's next after Cloud at people start to read things for some of it highlighting and all the scams out there, as people look at their exposed infrastructure and their software. They wanted me modern, they want the modern apps. What's next? After Cloud. What's your vision? 12th you with respect to Cloud, we are taking customers on the multi Cloud Vision where you truly get to say. All
this workload, I want to be able to run it with a shirt with Amazon. I need to bring this one on-premise. I want to run that one hosted. I'm not sure where I'm going to run that application so develop it and then run it at the best place and that's what you mean by a hybrid multi. Cloud strategy is being able for customers to really have Cloud flexibility and choice and even as our preferred relationship with Amazon is going super, well, we're seeing a real uptick. There were also happy that the Microsoft Azure VM Ware Services, nauchi a
no-sew there and Marketplace are Google Oracle IBM and Alibaba Partnerships in the much broader set of VMware Cloud partner program. So the future is multi Cloud for the It's then, how do we do that in the Telco Network, for the 5G, build-out, the Telco club and how do we do that for the edge? And I think that might be sore. The granddaddy of all of these because increasingly in a 5G world will be your niebling Edge. Use cases will be pushing a guy to the edge like we talked about earlier. In this conversation, there will be enabling these
high-bandwidth low-latency to use cases at the edge and we'll see more and more of the smart and body meant no, smart cities, Moore Street, smarts Factory do the eponymous driving all of those need. These type of capabilities do this hybrid and has multi uses talk about multi. So hybrid they got chick in VMware cloud in AWS you guys. Mention that in your call. We're also seeing the VMware Cloud. VMware Cloud Foundation, the other element. Clearly a big uptick. So, how should we think about hybrid? It looks like that's an extension of
on-prem, maybe not instrumental. Cashier shift, where is multi? Looks like it's incremental but, but today multi is really running on multiple cloud is Butt Butt Vision toward incremental value. How are you thinking about that? Yep, so clearly you're the idea of multi is truly multiple clouds. Am I taking advantage of multiple clouds being my private clouds? My host of clouds? And, of course, my public Cloud. We believe, everybody will be running a great private clouds, picking a primary a public cloud in the secondary public Cloud hybrid end of saying, which of those infrastructures
are identical, so that I can run them without modifying, any aspect of my infrastructure operations or applications. And in today's world where people are wanting to accelerate their move to the cloud. A hybrid cloud is spot-on with their needs because if I have to refactor my applications, it's a couple million dollars per hour. I'll see you in a couple of years. Chipley migrate my existing application to the hybrid Cloud. What were consistently seeing is, the time is 1/4 and the cost is 184 less, those are powerful numbers. And if I need to
exit the data center, I want to be able to move to a cloud environment to be able to access more of those native cloud services, while that's powerful. And that's why your for 7 years. Now, we've been preaching that hybrid. He's the future is not a way station to the Future, and I believe that more fervently today. The one I declared it to seven years ago. So we are firmly on that path that we're enabling a multi, and hybrid Cloud future for all of our customers interview. Vividly. I got hamburgers and I cancelled. Thank you. Thank you. Pat for clarifying that
go back. 7 years, I love the vision. You always got the right way. It's always great to talk to you. I got to ask you about these initiatives. That are you seeing Last year last year or year-and-a-half ago project Pacific came out almost like a guiding directional vision and then put some meat on the bone tanzu, and now you guys have the whole cloud-native initiative is starting to flower up thousand, flowers are blooming. This year project Monterey is announced, same kind of situation you showing out the vision. What are the plans to take that to the next level and take a minute to
explain? How a project? Monterey? What it means and how you see that feeling out? I'm assuming he's going to take the same trajectory, as Pacific Pacific. Monterey's big deal here. This is, we are protecting the core of the sphere. That really is ripping apart the io stock from the end of intrinsic, operation of Vesperia sex itself. Because in many ways, the io we've been leveraging, the Nick and essentially virtual Nick's, but we never leverage the resources of the network adapter.
Some cells in any fundamental way. And as you think about smart next, is your powerful resources now, where they may have four eight, 16, 32 Kors running in the smart necklace. Also, how do I utilize that resource? But it also sits in the right place in the sense that it is, the network traffic cop. It is the place to do security acceleration. It is to place an able ioban with optimization acrost increasing Which applications where the workload is the date of the latency. Get more important both in the data center and
cross data centers to the cloud and to the edge. So this we are protecting is a big deal. We announce the three Partners until Nvidia mellanox and a pensando that were working with and we'll begin the deliveries of this. As part of the core, we are offering some beginning next year. So it's a big. We are protecting these are our key Partners were excited about the work that we're doing with them. And then of course our system partner's like a dell and Lenovo yoga ball, ready? Come forward as if we're to be bringing these to Market together with VMware,
your career going back to Intel, you seen it all but the shift is consumer to Enterprise in a look at just recently snowflake IPO the biggest ever in history. Wall Street is Enterprise data is company. And the Enterprise is now irrelevant. The consumer Enterprise feels consumer. We talked about consumerization of it years and years ago, but now more than ever the hottest Financial IPO Enterprise, you guys are Enterprise. You did at the Enterprise is the consumer cloud and all this new Landscapes. What is your view on this? Because you seen the waves that you seen historical perspective,
it was consumer with the big thing. Now it's Enterprise. What's your take on all this? How it how do you make sense of it because it's now mainstream. What's your what's your view on the 1st? I do want to say congratulations to my friend, Frank and the extraordinary, a snowflake IPO sense of ownership cuz Frank used to work for me for a. Of time. You know that they're also a customer a bar. So go Franco snowflake for her excited about that but there is this episode This to the industry where or. Of time
it is consumer-driven at CES used to be the hottest ticket in the industry for technology trends that you say it is now shifted to be more business center. Can I said this very very firmly for instance, in the case of 5G, where I do not see consumer a faster video, Facebook isn't going to be why I buy V cheat codes. Going to be driven by more business use cases, where the latency the security in the bandwidth will have radically differentiated views of the new applications. That will be the case. But we do think
that we're in a period of time and I expect that is probably, at least the next five years, where business will be the technology drivers in the industry and then probably be a wave of consumer Innovation, and I'll have to get my black turtlenecks out again. And you'll start trying to be cool, but you have always been Guy. So, you know I like the next 5 to 10 years of better. I'm I'm not cool enough to be a consumer guy and maybe my age is now starting to conspire against me as well, you guys gave guidance pretty good guy. Has actually I wondered if you and Zane come up with a
new algorithm to deal with all this uncertainty or is it in the back to old-school? Don't feel well, I think you're sweet as we thought about the year as we came into the year and obviously covid. In a smacked everybody we laid out a model we looked at various industry analyst we called the swoosh model right now Q2 Q3 and Q4 recovery to one more soaked YouTube or so and basically what we build our own theories behind that we tested against many analysts of perspectives and we had V and we had W's and we had
Al's and so long. We picked what we thought was really the best day to that. We He'll put our own analysis, which we have substantial data of our own customers usage cetera and pick them up. While you put a touch of conservatism, and we were pretty accurate. And I think a lot of things we've been able to sort of funeral with good data, your good Falafel mistake of you, and then just consistently managed against it and everything that we said, when we did that back in March in a Serta, proven out a permanently to be more accurate. Somerset
phone numbers climb up a little bit. Hey, we don't think this goes away quickly there. Still a lot of secondary things to get flushed through the various economies, as stimulus starts tailoring, off your small businesses are more impacted and you know we still don't have a widely deployed vaccine. And I don't expect, we will have one until second half of next year. Silver Lining to that which means that these changes these faster to the Future shifts and how we learn how we work, how we educate, how we
care for, how we worship how we live, they will get more and more sedimented into the new normal relying more and more on the digital Foundation. Everything. Ultimately that has extremely good upside for us long-term even as it's very difficult to navigate in the near-term. And that's why we are just raving Optimus for the long-term benefits of a more and more digital foundation for the future of every industry. Every human, every Workforce, every hospital, every educator, they are going to become more. And that's why I think going back to the last question.
This is a business driven cycle. We're well, positioned and we're thrilled for all of those who are participating with. Vmworld your 2020. This is a seminal moment for us and our industry. Pat. Thank you so much. They can sinus. And he said, enabling model, it's with platforms are all about. You, can you get that? My final parting question for you, is whether you're a VC investing in startups or a large Enterprise, who's trying to get through covid with a growth plan for that. Future, what is a modern app look like? And what is a modern company look like in your view? Well, a lot of company
would be that your stead of having a lot of people looking down at infrastructure. The bulk of my it, resources are looking up at building apps, those apps are using modern, cicd data pipeline, approaches built for a multi Cloud embodiment, right? And of course, vmware's the best part that you possibly could have. So if you want to be modern cool on the front end coming to talk to us. All right back and we're here and the Q4 vmworld 2020 virtual here with the Q virtual. Great to see you virtually Pat. Thanks for coming
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