About the talk
Maribel Lopez and Zeus Kerravala are joined by theCUBE's Dave Vellante and John Furrier as part of theCUBE on Cloud 2021
Big shifts are coming in the new era of the distributed cloud
SPECIAL COVERAGE: THECUBE ON CLOUD BY MARK ALBERTSON
Nothing in the tech industry stays the same as products and technologies are constantly evolving, and the cloud is a living example.
The cloud started as a place where enterprises could run key applications off-premises in secure environments. That transformed to a cloud native model where applications were built and run on the cloud platform.
Now the tech industry is experiencing a third cloud wave, one in which containers and microservices enable app creation through tools provided by cloud and edge computing providers.
“We’re in a transition to what’s called distributed cloud,” said Zeus Kerravala (pictured, right), founder and principal analyst at ZK Research. “If you look at modernized cloud apps today, they are made up of services from different clouds and distributed edge locations. That’s going to have a profound impact on the way we build apps.”
Kerravala joined Dave Vellante and John Furrier, co-hosts of theCUBE, SiliconANGLE Media’s livestreaming studio, and Maribel Lopez (left), founder and principal analyst at Lopez Research, during theCUBE on Cloud event this week. They discussed the role of third-party vendors in managing cloud complexity, the rise of specialized clouds, the evolving role of data and the way enterprises will need to make critical choices in the coming year.
Lifecycle of components
Kerravala cited the acquisition this month of security services provider Volterra Inc. by F5 Networks Inc. as an example of the trend toward a distributed cloud. F5’s goal is to create an edge services platform for the enterprise that can deliver secure cloud apps at scale.
This has ratcheted up the complexity and forced a number of businesses to seek expertise from vendors to manage and migrate applications as needed.
“What was the lifecycle of an application is now the lifecycle of components,” Lopez said. “That’s a pretty complex thing. Many of the larger companies I speak to are looking for a larger company to help them build some kind of framework to migrate what they’ve used to what they need to have going forward.”
This migration and complexity are driving an ecosystem of third-party vendors to essentially manage clouds and build bridges between different platforms in a multicloud world.
“If you look at the cloud providers, AWS does a great job of stitching together all things AWS, and Microsoft does a great job of stitching together all things Microsoft, and the same with Google,” Kerravala said. “But if I want to do some Microsoft to Amazon or Google to Microsoft connectivity, they don’t help so much with that. That’s where third-party vendors, such as Aviatrix on the network side, Volterra the security side and even Cisco, have been doing a lot of work.”
Growth of vertical clouds
Along with the distributed cloud and the growth of third-party vendors to manage multicloud connectivity has been the rise of the vertical cloud. One example of this can be seen in IBM’s launch of its Cloud for Financial Services, part of a growing trend toward cloud specialization.
“Where we left off in 2020 was with hybrid cloud, but we’re just starting to see the era of the verticalized cloud,” Lopez said. “It’s the cloud for finance, the cloud for healthcare, the telco and edge cloud.”
Key to the growth of distributed or vertical clouds will be the evolving role of data. Cloud computing providers are adapting to a world in which a cloudlike experience needs to be delivered to where customers want their data to reside.
“We’re moving the data closer to the user,” Kerravala said. “The decision to stop or not should be done in-car. I don’t want to transport that data all the way back to Google to decide whether or not I want to stop. The same data can be located at the edge or in a centralized cloud for different purposes.”
Industry analysts such as Lopez and Kerravala have a front-row seat to closely observe the transformation currently taking place in the enterprise information technology world. As the cloud undergoes yet another wave of change, organizations will be forced to select from an expanding list of options and vendors. Those choices will shape much of the story for 2021.
“How companies make this transition is going to be interesting,” Kerravala said. “There’s no real de facto way. It is a whole new world, and it creates so much opportunity for people involved in cloud today.”
I'm an industry analyst, speaker and business advisor at Lopez Research focused on digital transformation. I'm the author of a John Wiley & Sons book called Right-time Experiences and Co-founder of the Emerging Technology Research Council. I help companies understand and navigate digital transformation by analyzing today's most powerful tech trends, including artificial intelligence, mobile, cloud, and IoT. My company offers strategic advisory, speaking and market research services. In the past, I've worked at Motorola, IDC, Shiva Corporation, and Forrester Research. Specialties: public speaking, moderation skills, strategic advice, market research, and market positioningView the profile
Zeus Kerravala is the founder and Principal Analyst with ZK Research. Kerravala provides a mix of tactical advice to help his clients in the current business climate and long term strategic advice. Kerravala provides research and advice to the following constituents: End user IT and network managers, vendors of IT hardware, software and services and the financial community looking to invest in the companies that he covers. Kerravala does research through a mix of end user and channel interviews, surveys of IT buyers, investor interviews as well as briefings from the IT vendor community. This gives Kerravala a 360 degree view of the technologies he covers from buyers of technology, investors, resellers and manufacturers. Kerravala uses the traditional on line and email distribution channel for the research but heavily augments opinion and insight through social media including LinkedIn, Facebook, Twitter and Blogs. Kerravala is also heavily quoted in business press and the technology press and is a regular speaker at events such as Interop and Enterprise Connect. Prior to ZK Research, Zeus Kerravala spent 10 years as an analyst at Yankee Group. He joined Yankee Group in March of 2001 as a Director and left Yankee Group as a Senior Vice President and Distinguished Research Fellow, the firms most senior research analyst. Before Yankee Group,View the profile
He has a Computer Science Degree and MBA. Startup Internet infrastructure and software guy since 1997. Most known for doing a podcast and podcast network venture 15 years too early. Turned blogger, podcaster, and tech media developer and reporter in 2004. Before that was early in the web and internet architecture. Before doing startups he was in enterprise tech since 1985. Right now he is running a self-funded startup going on 10yrs now doing media and software in the cloud.View the profile
David Vellante is co-founder and CEO of SiliconANGLE Media, Inc., a digital-first media and content company. We are re-imagining how information is created and shared. In 2006, Vellante envisioned a peer-based, research model and co-founded The Wikibon Project, the world’s first open tech research community focused on digital transformation, the data economy, cloud and modern infrastructure. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech” - and manages SiliconANGLE Media with his business partner John Furrier. He is also a co-founder of theCUBE Network and CrowdChat, two startups based in Palo Alto, CA. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s Enterprise Group, the firm’s largest and most profitable business. He lives in Massachusetts with his wife and four children where he has served as the President of his town's local "Kiddie Sports" association. Dave holds a B.S. in Applied Mathematics from Union College.View the profile
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