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ReRAM race ramps up – UK’s Intrinsic Semiconductor demos CMOS wafer success

UK university research spin-out Intrinsic Semiconductor Technology’s ReRAM can be made on the same CMOS wafers as microcontrollers, enabling them to have embedded SRAM-speed non-volatile memory with no need for external NAND chips.

Intrinsic was founded in 2017 by two University College of London (UCL) researchers: Professor Anthony Kenyon and Dr Adnan Mehonic. Their research into Silicon Oxide (SiOx)-based memristors led them to a technology using conductive filaments composed of oxygen vacancies. The amount of oxygen in the filament can be varied to determine the resistance of the SiOx material – high or low. 

Professor Tony Kenyon, co-founder and CTO of Intrinsic, and Professor of Nanoelectronic & Nanophotonic Materials at UCL, said “Existing memory technologies, such as Flash, are reaching the limits of their capabilities – particularly in embedded systems such as those we need in IoT devices. Intrinsic’s memristor technology will transform next generation systems by combining high performance with ease of integration in digital CMOS. By basing our devices on silicon oxide, we ensure that they are as simple and as cheap to integrate with silicon-based electronics as it is possible to be.”

Oxygen ions are forced in to the filament or removed by set/reset electrical currents, and the end state is stable at 270℃ and higher – more than adequate for solder reflow temperatures. An Intrinsic video schematically shows the oxygen ion movement along with set/reset and read voltage charts:

Intrinsic video showing oxygen filament formation.

Intrinsic says its oxygen vacancy ReRAM is faster, lower cost and uses less energy than NAND.  It will deliver its first products as embedded non-volatile memories for integration into CMOS digital logic devices using standard EDA design flows.

Dr. Mark Dickinson.

Dr Mark Dickinson was appointed CEO in April 2019. He was previously an EVP at Imagination Technologies and a VP at Arm.

Intrinsic received £1.35 million ($1.8 million) in seed funding in March 2021 from the UCL Technology Fund and IP Group. This enabled it to partner with imec, a Belgian semiconductor research and development operation based in Leuven, to transfer Intrinsic’s technology to a standard CMOS process on 300mm wafers.

This partnership has demonstrated the scaling of Intrinsic’s ReRAM to 50nm, and the necessary switching behaviour and electrical performance needed for its operation as embedded non-volatile memory in microcontroller chips used in edge AI and IoT applications.

Dickinson said in a funding round statement: “Having seen the potential for new memory technologies to disrupt the sector in my time in senior roles at Arm and Imagination, I am excited to be working with two of the most prominent researchers in the field to bring the best memristor technology to market. This is an exciting invention from a leading UK university with the potential for truly global impact.”

A statement from Mehonic mentioned more applications. “The overall performance of hardware we use for AI is determined and limited by the bandwidth and energy-efficiency of memory technologies. A fast, energy-efficient, cheap and scalable non-volatile memory that can be incorporated directly on a chip, such as our silicon oxide memristors, will significantly improve the performance, especially for energy-efficient edge computing. Furthermore, our technology could be utilised for analogue AI hardware accelerators currently in development and novel computing paradigms, such as neuromorphic and spiking-based computing.”

The key Intrinsic pitch is that any chip designer will be able to embed its ReRAM non-volatile memory on the chip, with the ReRAM as fast to read as SRAM (static random access memory ), but at a fraction of the cost and power consumption. And, of course, the ReRAM is non-volatile whilst the SRAM is not. We don’t have actual read and write times but understand the read time is less than 100 nanoseconds.

Dickinson said “It is the simplicity of our device that really makes it stand out from other emerging memories. We use materials and processes that are commonplace in CMOS manufacturing to create these exceptional memory devices. Our mission is to make a fast and low-cost, embedded, non-volatile memory available to any chip architect who wants to use it. In particular, applications such as edge AI or IoT, where low power consumption and high performance are key, can move from using an expensive and power-hungry external memory to a fully integrated single-chip architecture.”

Comment

Weebit Nano is another startup developing ReRAM. Its technology also uses oxygen filament formation in silicon oxide material. Like Intrinsic it is working with an external research agency: CEA/Leti in France.

Like Intrinsic again it claims its ReRAM materials are CMOS-friendly and can be easily and cost-effectively added to the final stages of a semi-conductor process – BEOL or back end of line – with a two-mask adder and five to eight per cent extra wafer cost. Weebit and CEA-Lei have demonstrated an operational ReRAM crossbar array and the technology has been scaled down to 28nm. 

Diamanti buys GroundWork and its K8S monitoring capability

Diamanti has bought GroundWork Open Source with its IT monitoring software product for physical, virtual, and cloud-based infrastructures.

With GroundWork’s technology, Diamanti – which sells a Kubernetes lifecycle management platform – says it can “vastly enhance the artificial intelligence-driven predictive analytics it can unlock with Kubernetes.” This should enable Kubernetes-using businesses to scale monitoring of data in real time with relatively minimal costs. Diamanti says it will move into AI, helping to transform businesses’ ability to process vast amounts of data in real time.

Chris Hickey.

Chris Hickey, Diamanti CEO, said: “Nobody else has the ability to perform the kind of monitoring GroundWork and Diamanti combined will be able to unleash with Kubernetes. Without the data, you can’t predict, and if you can’t predict, you’re not really doing AI at scale – so you’re missing all the positive business and consumer outcomes that vaunted term entails.”

GroundWork says it can monitor an entire IT environment and its GroundWork Monitor Enterprise product is IT monitoring software for physical, virtual, and cloud-based infrastructures. Diamanti says customers can collect and analyse all their performance and operational data with the single GroundWork platform.

It claims Kubernetes monitoring with GroundWork’s application performance monitoring software gives organisations visibility into application and business performance, including insights into containerised applications, Kubernetes clusters, Docker containers, and underlying infrastructure metrics. It enables real-time predictive analytics.

GroundWork product video.

Hickey said “Diamanti is building the most comprehensive technology stack for Kubernetes, spanning storage, security, networking, orchestration, and now K8S monitoring. With GroundWork at its side, Diamanti will save on expenses, gain valuable monitoring expertise, and offer much faster performance.”

Diamanti is building up its headcount and software capabilities quickly. Hickey is hustling things along like a man in a hurry.

GroundWork history

GroundWork Open Source was founded in 2003 in San Francisco by David Lilly, Robert Fanini and VP Product Strategy Thomas Stocking. Its progress since then has been eventful. Fanini was the CEO from 2003 until October 2007 and is now the co-founder and managing general partner at Inspiration Ventures. When he left Ranga Rangacharin took on the CEO role. David Lilly replaced him in 2008 but moved sideways to be COO when Peter Jackson was hired as the CEO in March 2009. 

The firm raised an unrevealed amount of money in a venture round that year, with cash from Canaan Partners, Mayfield Fund, JAFCO Ventures and SAP Ventures. At the time customers included include The World Bank, the University of North Carolina, Genworth Financial, Siemens and the Academy of Motion Picture Arts and Sciences.

Total funding according to Crunchbase was $29 million which was raised across four rounds in 2004 ($3M), 2005 ($8.5M), 2007 ($12.5M) and 2009 ($5M).

Private equity business Parallax Capital bought GroundWork for an undisclosed amount in August 2015 and then Fox Technologies, a portfolio company of Parallax Capital, bought it in February 2016. At that point co-founder David Lilly was EVP of sales and operations at GroundWork.

Richard Campbell, a partner at Parallax Capital, is the current CEO, the fifth one in GroundWork’s history, while Michael Hale is the COO. According to LinkedIn, Hale is also the EVP of operations at Quark Software and SVP operations at Parallax Capital Partners – obviously a busy guy. It appears that neither David Lilly nor Robert Fanini are employed by GroundWork at this time.

It is unclear if the two Parallax execs, Campbell and Haley, will stay with GroundWork. We think it unlikely.

LinkedIn currently lists 14 GroundWork employees.

Storage news ticker – 31 January 2022

Storage news
Storage news

Alluxio, describing itself as a developer of open source data orchestration platforms for data-driven workloads such as large-scale analytics and AI/ML, has hired three execs: Danica Wang, SVP of global legal and head of China operations; Kiran Mehta, VP of engineering (ex-MapR acquired by HPE); and Eric Sun, VP of business development, China (ex-Amazon-China and SAP-China). All three will be reporting to Alluxio Founder and CEO, Haoyuan (HY) Li.

iXsystems had a 70 per cent year-over-year revenue increase in 2021. Its paid-for TrueNAS and no-charge FreeNAS software are both based on OpenZFS and provide scale-out file/block and object software. The company reported 54 per cent year-over-year international sales growth, 146 per cent growth in new TrueNAS Enterprise deployments over one petabyte, and more than 500,000 TrueNAS software downloads in 2021. It was a very good year.

Live data replicator WANdisco has announced that Oracle will provide customers and partners fully funded access to WANdisco LiveData Migrator to accelerate their data lake migrations to Oracle Cloud Infrastructure (OCI) without incurring any additional cost. LiveData Migrator will automate the migration and replication of data and metadata from Hadoop data lakes and cloud environments to data lakehouses on OCI with zero disruption or downtime.  Oracle will purchase licenses from WANdisco to be used in migration projects and there is already a large and defined pipeline, which Oracle intends to pursue over the coming year.

MinIO looking at GPUDirect support possibility

Nvidia has devised GPUDirect as a way of getting data from storage arrays sent quickly to its GPU servers. Should MinIO support GPUDirect so that its object storage can feed data fast to Nvidia GPU servers as well? 

The GPUDirect scheme is a host server CPU/DRAM bypass IO model in which the remote NVME-accessed all-flash array or filer communicates directly with the GPU server over an RDMA link rather than have a host server control and manage the IO session.

GPUDirect diagram. The normal IO path is shown by red arrows while the shorter and quicker GPUDirect IO path is shown by the green arrows.

Participating storage array vendors include Excelero, DDN, IBM (with Spectrum Scale), Pavilion Data and VAST Data (NFS over RDMA).

WekaIO also sends files from its filesystem to Nvidia’s GPU servers via GPUDirect, and NetApp supports GPUDirect storage with ONTAP AI and (non-ONTAP) EF600 arrays.

MinIO positions its object storage as being fast enough for performance-sensitive applications, as it can deliver 183.2 GB/sec (1.46 Tbit/sec) on reads and 171.3 GB/sec (1.37 Tbit/sec) on writes, using 32 nodes of AWS i3en.24xlarge instances, each with eight NVMe drives.

While on an IT Press Tour, we asked MinIO co-founder and CEO AB Periasamy whether MinIO would support GPUDirect. He said “I’m looking at it,” but he was not convinced it was necessary. 

We also asked storage architect Chris Evans what he thought about the idea and we quote his answer in full as it explains a lot about how GPUDirect works: “I don’t think MinIO could support GPUDirect Storage in the current incarnation.  

“The aim of the GPUDirect technology is to relieve the overhead of pushing data through the main CPU – eliminating the need for a ‘bounce buffer’.  

“So splitting a pool of data into two components, we have the metadata and the content/data itself. In the models I’ve seen, the physical data is expected to be on NVMe devices or NVMe-oF devices. The bulk of the physical data moves directly between the GPU and the source storage (an NVMe-oF device) using DMA (direct memory access).  I expect the mechanism to achieve this is that the GPU and application share metadata that indicates where the physical data is in the memory space, then the GPU reads it directly across the PCIe bus using DMA.  

“For MinIO to use GPUDirect, the software would need to be storing data on NVMe devices. Data on SAS/SATA isn’t going to work. However, even with PCIe NVMe drives, I suspect that MinIO will need to be reading/writing to them directly via PCIe (a bit like WEKA or StorPool does), not using the Linux kernel for I/O.  

“As the MinIO executable is only about 50MB in size and can be easily deployable everywhere, I would expect that there are no special I/O routines included to bypass the NVMe kernel support. As a result, in the current form, MinIO probably won’t support GPUDirect.

“To build support in, there would need to be some serious development to write directly to NVMe devices. At that point, the simplicity and flexibility of the solution is lost.”

We have asked AB about the points and as soon as we get a reply, it will bet added.

Maybe we’ll get a MinIO Edge distribution and a separate MinIO GPUDirect one in the future.

IBM shrinks in fourth quarter as revenues and profits grow – but storage detail is invisible

After spinning off the unwanted Kyndryl (Global Technology Services business) IBM’s fourth 2021 quarter revenues grew compared to the restated year-ago quarter, and profits rose as well. But, despite, assertions of greater transparency, IBM’s storage hardware numbers were not visible – ending our ability to track them.

Revenues in the quarter ended Dec 31 were $16.7 billion, up 6.5 per cent year-on-year compared to the restated (ex-Kyndryl) Q4 2020 quarter’s $15.68 billion. Before restatement the Q4 2020 revenue was $20.37 billion – see how IBM has shrunk by spinning off Kyndryl. There was a profit of $2.3 billion, up 71.9 per cent on the restated year-ago quarter’s profit of $1.36 billion; it was $1.3 billion before restatement.

Arvind Krishna, IBM’s Chairman and CEO, said “Our fourth quarter results reinforce our confidence in our strategy and model. With solid revenue growth, we are on track to the mid-single digit trajectory we had laid out in our investor briefing last October.”

New segment reporting

The old and new segment structures look like this:

SVP and CFO Jim Kavanaugh described the new structure: “We have put in place a simplified management system and segment structure aligned to our platform-centric model. And within the segments, we’re now providing new revenue categories and metrics that will provide greater transparency into business trends and drivers.” But there is no greater transparency into storage sales. In fact there is less.

Unlike previously there is now no way for us to get IBM’s storage hardware revenue number, meaning we can no longer track its progress. The storage software revenue number has never been provided for the 12-year period we have been following IBM storage, and we haven’t ever been able to track its progress.

IBM storage

We can say that IBM storage products are now sold through two business units. Here they are together with segment and component revenues:

1. Software  (includes Hybrid Platform & Solutions, Transaction Processing) – revenues of $7.3 billion, up 8.2 per cent year-on-year.

  • Hybrid Platform & Solutions – up 7 percent
    • Red Hat up 19 per cent, and 21 per cent of segment revenue
    • Automation (including AIOps and Management) up 13 per cent, and 15 per cent of segment revenue
    • Data & AI up 1 per cent, and just 3 per cent of segment revenue
    • Security down 2 per cent, and less than 1 per cent of segment revenue.
  • Transaction Processing – up 11 per cent (including about 16 points from incremental external sales to Kyndryl.)

Software segment hybrid cloud revenue was up 22 per cent.

2. Infrastructure (includes Hybrid Infrastructure, Infrastructure Support) – revenues of $4.4billion, down 0.2 per cent (including about 5 points from incremental external sales to Kyndryl).

  •  Hybrid Infrastructure flat (including about 4 points from incremental external sales to Kyndryl) at $2.9 billion
    • IBM Z down 6 per cent,
    • Distributed Infrastructure up 5 per cent, driven by storage
  • Infrastructure Support down 1 per cent (including about 6 points from incremental external sales to Kyndryl) at $1.5 billion
  • Infrastructure segment hybrid cloud revenue down 12 per cent.

Distributed Infrastructure includes Power hardware and operating system, storage hardware, IBM Cloud IaaS, and OEM asset recovery service. Kavanaugh said “Infrastructure [is] more of a value vector [and] tends to follow product cycles,” compared to Software and Consulting which are called growth vectors.

“Tends to follow product cycles” refers, we think, mostly to the mainframe product cycle and, therefore, mostly to mainframe-attached DS8000 storage arrays.

Krishna said “Infrastructure had a good quarter, especially with regards to IBM Z and storage.” That’s an odd thing to say as IBM Z revenues were down 6 per cent. But Kavanaugh explained: “We had some large, perpetual license transactions given the good expansion in IBM Z capacity we’ve seen this cycle.” We think this means it could have been worse.

He also said “In Distributed Infrastructure, revenue was up 7 per cent driven by pervasive strength across our storage portfolio.” That’s good news and we expect it includes FlashSystem sales. These include previously separate Storwize array products.

IBM’s outlook is for mid-single-digit growth throughout 2022. Kavanaugh said a new Z mainframe introduction in the first half of 2022 should drive Infrastructure segment revenues higher.

IBM shares are now trading at $134.50; they were $124.86 just before the results were posted.

Iodyne’s Apple-esque design aesthetic makes for a pretty, fast drive

Well-designed and crafted hardware and software is a thing of beauty, and Iodyne’s Pro Data flash storage device is indeed beautiful.

Mike Shapiro.

It is about the size of a fifteen-inch laptop computer with a solid aluminium case and comes with 24TB or 12TB of NVMe flash capacity. These are connected to the outside world by eight Thunderbolt ports, delivering 5GB/sec of bandwidth through a multi-pathing design. A single port can deliver 3GB/sec and the Thunderbolt multi-pathing is said to be unique.

The case is machined from solid aluminium with curved edges and a subtle and textured dark grey surface finish. The band around the side can be coloured to provide contrast and the grey colour can be varied with a couple of shades. When picked up it has, as CEO and Iodyne co-founder Mike Shapiro told an IT Press Tour, “a substantive feel to it.”

The rear of the upper surface has inset grilles for cooling purposes. The device is slightly over an inch thick, and that seems unexpected until you realise that it runs silently. Yes, it could be made thinner but then high-powered fans would need to be used and they would be noisy.

Iodyne Pro Data case.

The target users are video and photography creative individuals and groups, and they could not countenance noisy fans disrupting the audio environment on a shoot or work in a studio. It supports Apple Mac laptops and desktops – appropriate for the target users – with Windows and Linux support coming.

Rear of Pro Data showing 8 Thunderbolt ports and power socket.

Shapiro said the designers went through about 50 prototypes before settling on the final design, with iteration after iteration attempting to shave millimetres off the motherboard and so reduce its size and thickness. 

The device is designed to be repairable by users and the top panel can be removed by unscrewing fixing screws with a normal screwdriver. This brings the motherboard into view. It is obvious that this too has been designed to look attractive and symmetrical;

The Iodyne people took great care over the circuit board’s colour as well as its layout. In fact an early recruit was a Creative Director, Todd Patrick, who was involved in the product’s look and feel, both for the hardware and its software.

We thought it has an Apple-like aesthetic and Patrick agreed, saying that was intentional. When fully populated with twelve M.2 drives, arranged in two rows of six, the exposed blue motherboard has a T-shape. There are heat sinks on the drives and on other larger components and the height of the fins contributes to the thickness of the device. A certain volume of air is needed inside it for the cooling system to do its silent thing

The intention is that the system could take larger capacity M.2 drives when they appear, with potential 4TB and 8TB drives increasing the Pro Data’s capacity, 

The user interface has a subtle aesthetic to it as well, making it both clear to understand and satisfyingly understated in its design colours and layout. This is a beautifully crafted tool for a creative workgroup or other users, photographers for example, to share and use screamingly fast storage.

The system is consistently fast in use, with benchmark tests from Anandtech and Storage Review showing a high and flat response with no drop off in IO performance over a 30 minute or longer run. One test result, based on sustained 128K sequential writes, compared the Pro Data running RAID 0 or RAID 6 (light purple line on chart above) against Seagate’s FireCuda, Samsung’s X5 and T7 Touch and the LaCie Rugged external flash drives.

The FireCuda (blue line on chart) exhibits a two-stage performance drop-off. The first one happens when the drive’s SLC cache fills up, about two minutes into the run. The second occurs just before the 10-minute point when the drive’s background garbage collection processes become more active and bring its performance level down to the 500MB/sec level.

Samsung’s X5 drive fared even worse, falling off to less than 100MB/sec after the three-minute point. The LaCie Rugged and the T7 Touch also exhibited dramatic drop-offs but Iodyne’s Pro Data was consistently and unvaryingly faster for the 30 minute run – around 1,700MB/sec with RAID 6 switched on and 2,300MB/sec with RAID 0.

This device is not cheap, costing around $3,500 for the 12TB model, but it provides great and dependable speed and looks as good as the Apple gear to which it will be hooked up. Creative people with an eye for good design should take to it in droves.

Komprise and the hot/cold data boundary

Komprise, the SaaS-based data management lifecycle company, claims it is not like Hammerspace. Unlike Hammerspace, it is not building a metadata-based control plane for a global collection of files that is in the data path – yet it does know about all the files in such a collection because it indexes them. So what is the difference between its Global Data Index and Hammerspace’s Global Data Environment?

This was explored in an IT Press Tour briefing in Silicon Valley. Let’s take it as read that organisations are facing a steadily rising torrent of file and object data, what is called unstructured data, and that keeping it all on filers is not a good idea. They are designed to provide fast read and write access to the files they store and becoming more flash-based than disk drive-based. That’s good for speed but bad for cost. Keeping 100 to 200TB of data on an all-flash filer is affordable whereas keeping petabytes is generally not.

We need a way to identify files that are not being used much, but need to be retained, and move them to cheaper storage. We can ask the customer to do this identification, but the task rapidly becomes impossible. It’s doable with 100 files, 200 files, 300 files but is becoming a growing burden with 1,000, 2,000 … 5,000 files and effectively impossible as we move  past 10,000 files to 100,000 files and on to a million files and then, in more and more organisations 10 and 100 million files and even beyond that.

The task has to be automated. The only way to do that is to know what files exist in the first place and where they are. Once we know that we can apply policies to them – such as “move all files which have not been accessed for six months to object storage in the public cloud.”

This is the first thing Komprise’s software sets out to do when it is deployed. It discovers the filers and object stores in an organisation’s IT infrastructure, both on-premises and in the cloud, and indexes their contents – assimilates them in a sense – and builds a global index in the AWS public cloud. It finds and copies all the metadata for an organisation’s files and objects, across all its disparate and heterogeneous systems, and indexes the files and objects using said metadata: item name, address, owner, creation date, type, size, last access date, and so forth.

One Komprise customer has an index of over one hundred billion files. There is no way such a vast population of files could be managed manually. 

Once that index exists then customers can set policies to define which files should be moved to lower cost storage. This is a very flexible activity. There is no need to have a hard and fast hot/cold data boundary. We start by saying all data on filers, unless otherwise specified, is hot. Then a policy can be set to say all customer orders, for example, in transaction systems must be move to Azure Blob or S3 object storage if they are more than three months old and haven’t been accessed for eight weeks.

Another policy can say that accounting records for a quarter can be moved to long-term and cheaper storage six months after they were last accessed. Yet another might say that all files of type .jpg in the marketing department should migrated to the Google Cloud platform once they are 16 weeks old. The policy setting is infinitely flexible. If there is a metadata item attached to files then it can be used, singly or in combination with other items, to filter files, create a subset, and move files in the subset to colder storage, and that files in Europe must be moved to cold storage in Europe to comply with data sovereignty rules. Workflows can be set up to do this.

Two things come to mind here. One is that the global index must be kept up to date so that, as files in the filers age, are accessed or not, and get deleted, these facts are known and the index updated accordingly.

The other thing is that once a file is moved, it is in a different place and users and applications that may wish to access the moved file can find it. One way for them to do that would be to use the global index, because it must, of necessity, know where all the files are. This, broadly speaking, is the approach taken by Hammerspace, which of course, does much more than move files to cold storage.

Komprise has taken the decision that this is the wrong idea. It replaces the file’s address, before it was moved, with a dynamic link, which points to the new location. As far as users and applications are concerned the file is in its original location and their way of accessing it need not change. This is called Transparent Move Technology.

We can see that Komprise is in the control plane, so to speak, for files its software has moved, but not for files which it has not moved – the so-called hot data. 

Deep analytics

Komprise can do more. The index can be queried to show how much capacity is taken up by files of particular classes and a graphical display created to show this. How many files are stored on Qumulo filers? What age are they? How many files have been accessed in the last day, week, month, year and so on. Komprise says this is like a search plane as opposed to a control or data plane.

Its software can also be used to add tags to files, to extend the metadata. Then you can answer questions such as “which image files contain the company logo or personal identity information (PII)” and do things with them. You can set up workflows to have public cloud services, such as AWS Lambda functions, act on subsets of data. Or delete emails by ex-employees that have not been read in 3 years. Such activities are called Deep Analytics Actions. There is API access to these actions and Python scripts can be used to connect data services.

A UK Police Department Digital Forensics unit is using Komprise Deep Analytics to locate and copy files during investigations, meanwhile keeping them accessible on lower-cost cold storage.

Komprise’s global index does not have an intrinsic hot/cold data boundary. It knows about file age and file access history but it doesn’t do anything with that information, apart from find it and display it. It is not a data mover. That is the function of Komprise’s  data management services software, and it is only kicked into action when users set policies and have them applied.

The two main benefits of Komprise’s software are to save cost by transparently moving less-accessed files to cheaper storage, with 60–75 per cent cost savings possible, and to enable a much better way to find and then process information needles in the giant file and object haystacks that litter an organisation’s global, multi-silo IT infrastructure.

Storage news – January 28

A person close to events here tells me it’s likely Cohesity and Morgan Stanley are filling out an S1 form for Cohesity’s IPO. First news on the IPO came just before Christmas. It looks as if it could take place in the first half of 2022. We expect Rubrik to run an IPO this year as well.

Data migrator and manager Datadobi announced the promotion of territory manager Matthias Nijs to the VP of EMEA Sales position. Nijs will lead the regional sales team with a remit to continue to expand Datadobi across EMEA, enhance the company’s partner program, and work closely with customers to optimise their unstructured data storage environments. He will report to chief revenue officer Michael Jack. 

File and content sharer Egnyte ended 2021 with more than $150 million in annual recurring revenue (ARR), and added more than 200 new employees, bringing its total headcount to more than 900 employees globally. Other highlights included the opening of a new office in India, the reseller channel ARR growing by 30 per cent, and doubling ARR for biotech customers following the launch of Egnyte for Life Sciences. Alexa King, the former EVP for Corporate & Legal Affairs at FireEye, has been appointed to Egnyte’s board of directors. She has helped to grow and scale businesses from early-stage to multibillion-dollar companies, including the IPOs of FireEye and Aruba Networks, the sale of Siebel Systems to Oracle, and the rebranding of Mandian

Hackensack Meridian Health, a nonprofit healthcare organisation comprised of 17 hospitals in New Jersey, has chosen Informatica‘s Data integration, Quality and Management solutions to consolidate its silos of patient data into a centralised repository. It has also deployed Informatica’s Enterprise Data Catalog and Axon Data Governance to enable easy data discovery and governance.

European CSP Scaleway has released Object Storage in a fully redundant, Multi-AZ, configuration. It enhances and strengthens data resilience under three independent and geographically separate Availability Zones (AZ) within the company’s fr-par region. Scaleway is the first European cloud provider to offer data resiliency across three independent Availability Zones within the same region. Until now, this option was only available with dominant players who do not adhere to European values, such as cloud sovereignty and choice. 

Reports from various sources say that China’s bankrupt Tsinghua Unigroup is ending plans for a a $24 billion 3D NAND flash facility and $126 billion DRAM fab in the Chinese city of Chongqing. A a restructuring plan has been developed by a consortium headed by Beijing Jianguang Asset Management (JAC Capital) and Wise Road Capital.

… 

Gartner has placed Veritas in the Leaders quadrant in its Jan 2022 Magic Quadrant for Enterprise Information Archiving. There are more Leaders (6) than visionaries (4) and niche players (2) making this MQ look a tad unbalanced.

Rosy revenue and rosier profits growth for SK hynix’s Q4 2021

SK hynix grew its DRAM and NAND business substantially in 2021 and expects to double NAND revenues this year with Solidigm, its Intel SSD business acquisition.

Revenues in the final 2021 calendar quarter were a record ₩12.38 trillion ($10.22 billion), up 55.4 per cent on the year, with profits of ₩3.32 trillion ($2.7 billion), a higher increase of 87.8 per cent. 

Full 2021 revenues were ₩40.45 trillion ($33.4 billion), another record and 26.8 per cent higher than 2020 revenues, and the profit was 102.1 per cent higher at ₩9.62 trillion ($7.9 billion). 

The cyclical 2019 slump is well and truly over. How long will the present up-cycle last before the next down cycle? 12 months? 24 months?
SK hynix’s quarterly growth rates accelerated throughout 2021and Solidigm results are not yet included.

It said its NAND business recorded a sales growth rate that far exceeded the market average level. Overall demand for its memory products increased but its business was affected by COVID-related supply chain issues. Its technological prowess helped push sales higher, singling out DDR5 and HBM3 DRAM and 128-layer 3D NAND.

The company expects supply chain issues will gradually improve, beginning in the second half of this year, and market demand for memory products will increase. But, according to Wells Fargo analyst Aaron Rakers, it is forecasting both DRAM and NAND bit shipment declines for Q1 2022 with rises thereafter so that bit shipments for both in 2022 will be higher than in 2021. DRAM bit shipments should rise in the high teens percentage area but NAND bit shipments should rise around 30 per cent.

It aims to scale up its NAND business and Solidigm is part of that. It is recruiting more staff this quarter, including process, device, design, test, packaging, SoC, software, data science, product planning & strategy people.

Disk customer supply chain issues hit growth in WD’s latest quarter

Western Digital revenues grew strongly in its latest quarter but disk drive supply chain issues held it back from much stronger growth.

WD revenues for its second fiscal 2022 quarter, ended December 31, 2021, were $4.83 billion – a rise of 23 per cent which exceeded its own guidance, even with the supply chain problems. There was a profit of $564 million, which compares exceedingly well with the year-ago quarter’s $62 million.

CEO David Goeckeler’s results statement expressed pleasure. “I’m proud of the Western Digital team for delivering another quarter of strong results that exceeded guidance, even in the midst of ongoing supply chain disruptions and COVID-related challenges. While we continue to experience strong demand across our end markets, these challenges continue to present a headwind to near-term results.”

Disk drive revenues were $2.2 billion, up 15. 9 per cent annually but down 13.6 per cent sequentially (see chart), while flash revenues were $2.6 billion, a rise of 28.8 per cent year-on-year. HHD units shipped in the quarter were 21.6 million, compared to 24.1 million in the prior quarter and 25.7 million a year ago. WD estimated the COVID impact on its HDD business this quarter at $60 million. 

Absent the sequential decline in HDD revenues WD would have had an even better second fiscal 2022 quarter.

WD said supply chain disruptions impacted cloud hard drive deployments at certain customers, which led to a sequential decline in exabyte shipments in the quarter. Goeckler attributed a lot of this to “one very, very large customer that’s going through some challenges of their own.” Even with the sequential HDD decline there was >50 per cent year-over-year increase in exabyte shipments.

In the earnings call Goeckeler said “We are seeing an increase in customer interest in adopting SMR (Shingled Magnetic recording) technology and expect multiple cloud titans to deploy SMR drives in high volume later in this calendar year.”

WD said its Enterprise SSD products are qualified at three cloud titans and two major storage OEMs. That’s compared to one cloud titan a year ago.

Client SSD revenue declined sequentially due to supply chain disruptions at some of its PC customers and pricing pressure in the more transactional markets. Once again we see supply chain problems lowering revenues.

Cloud revenue of $1.9 billion increased by 89 per cent year-on-year but declined 13.7 per cent quarter on quarter, due to the HDD supply chain issues. Client revenue declined by one per cent to $1.85 billion, and WD said the continued ramp of 5G phones helped offset declines in both client SSD and client hard drive revenue. Consumer revenue remained flat at $1.06 billion with retail flash leading the sequential growth in a strong holiday season.

Financial summary:

  • Gross margin – 32.8 per cent (it was 33 per cent in Q1);
  • Operating cash flow – $666 million;
  • Free cash flow – $407 million;
  • Total cash and cash equivalents – $2.53 billion.

WD is replacing its CFO Robert Eula with Wissam Jabre on February 7. No reason was given for Eulau’s departure but he was publicly and sincerely thanked for his service and contribution to WD.

WD’s outlook for the next quarter is revenue between $4.45 billion and $4.65 billion. At the mid-point that will be an 8.5 per cent increase on the year ago third quarter. Goeckeler said “We are optimistic about our outlook for calendar year 2022 as our customers continue to indicate solid demand across the end markets we serve.” However supply chain challenges are increasing, although they are expected to be transitory.

Storage news – January 27

China’s State Administration for Market Regulation has conditionally approved AMD‘s acquisition of Xilinx. It has conditions such as that AMD/Xilinx work with and support local Chinese partners, and ensure that Xilinx development methods are compatible with Arm-based processors. AMD hopes and expects the deal to close this quarter.

Data streaming platform supplier Confluent announced a five-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS). Confluent and AWS have committed to joint go-to-market initiatives to help organisations accelerate their cloud adoption journey with real-time data. Confluent claims the deepened relationship with AWS will help organisations power their AWS services with real-time data to unlock rich customer experiences and improve backend operations. 

Rambus announced the availability of its PCI Express (PCIe) 6.0 Controller which delivers data rates up to 64 Gigatransfers per second and supports OPAM signalling. It has an Integrity and Data Encryption (IDE) engine that monitors and protects PCIe links against physical attacks. The controller supports fixed-sized FLITs, implements low-latency Forward Error Correction (FEC) for link robustness, and the internal data path size automatically scales up or down (256, 512, 1024 bits) based on maximum link speed and width for reduced gate count and optimal throughput.

Tony Craythorne.

Toshiba America Electronic Components (TAEC) announced a nearline HDD shipment record of 2.89 million units for the December 2021 quarter. This reflected year over year growth of 80 per cent and topped the previous best quarter by four per cent set earlier in the year. Nearline Exabytes in the quarter grew sequentially to 33.81 and was up over 94 per cent from a year ago.

Zadara, which supplies storage systems as a managed service, has appointed Tony Craythorne as its chief revenue officer. The prior VP global sales Dani Naor becomes SVP business development. Craythorne was the CEO of Bamboo Systems from Aug 2019 to Dec 2021. Before that he was SVP worldwide sales for Komprise. And DSVP worldwide sales at Nexsan before that. Craythorne joins Zadara to lead worldwide sales, drive the adoption of the company’s Federated Edge program, grow its channel partnerships, and expand Zadara’s edge cloud solutions to the enterprise.

WEKA dominates new SPECsolution 2020 benchmark tests

WEKA has announced in a blog that it dominates the SPECstorage Solution 2020 benchmark test with four wins in the five categories.

This benchmark is a Storage Performance Council (SPEC) validated test of file storage performance in five workload scenarios:

  • AI image processing workload, representative of AI Tensorflow image processing environments;
  • Electronic Design Automation (EDA);
  • Genomics;
  • Software Builds;
  • Video Data Acquisition (VDA).

The stats for each workload include jobs or builds, ORT (Overall Response Time), and MB/sec. The supplier’s test configuration is detailed and the test run dated and tabulated in a SPEC website.

We visited it and found it under-populated, with just three suppliers filing results for subsets of the five workloads. We set up our own table listing the jobs run numbers as the separation between these was good enough to differentiate the three suppliers: 

WEKA, with Samsung storage PM9A3 NVMe SSD hardware, easily took the highest result in the four categories for which it submitted results. It did not file a result for the Software Builds workload, where Oracle has the highest result.

The Supermicro configuration used 22 SK hynix 7.68TB NVMe drives attached via PCIe 4 to a SYS0-220U-TNR all-flash SuperServer with 40 Xeon cores. The system ran RHEL v8.3.

Oracle’s hardware was a ZFS Storage ZS9-2 HE Eight Drive Enclosure Hybrid Storage System with 160x 14TB 7,200rpm WD disk drives, 16x 200GB SAS3 SSDs and 16x Samsung 7.68TB SAS3 SSDs.

The WEKA-Samsung system, listed as Samsung PM9A3 NVMe and WekaFS, featured six Dell EMC PowerEdge R7515 Rack Servers, 90x Samsung PM9A3 PCIe 4 SSDs, Ubuntu Linux and the WekaFS software.

Obviously this is a good result for WEKA and it completely outclassed the hybrid disk/SSD single node Oracle system and blew away the Supermicro single server gear as well – little surprise there.

So scale-out and parallel file system software wins. We’d love to see all-flash Qumulo and Dell PowerScale results  for a good comparison.

Bootnote. Samsung Datacenter Infrastructure and Performance Engineering team did the work and submitted the benchmark. WEKA advised them on optimising the configuration to get the results.