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MacroSAN files great SPC-1 benchmark. But where did the US storage vendors go?

Chinese vendor MacroSAN’s new test result adds to near total far East domination of the SPC-1 storage benchmark.

SPC-1 measures the ability of the storage array to run input-output operations, measured in calculated SPC-1 IOPS. MacroSAN last month managed 11,000,576 SPC-1 IOPS, the second fastest on the board behind Huawei. Its MS7000G2-Mach array test rig used 288 x 1.6TB NVMe SSDs and 16 active:active controllers. MacroSAN has developed a virtualized multi-engine (controller) system architecture featuring distributed cache sharing, across a low-latency, high-speed switch matrix, between the engines.

US vendors shun SPC-1

Our records show 41 SPC-1 benchmark results, with only three from US vendors; NetApp and IBM. Notable absentees include Dell, HPE and Pure Storage.

NetApp has the number 14 (A800 array) and 30 (EF570 system) slots in the SPC-1 IOPS rankings, while IBM’s DS8888 sits at number 20. The IBM result dates from 2016 so is far from current while NetApp’s were recorded in 2018 and 2017 respectively.

In other words, US storage vendors have abandoned the SPC-1 benchmark test while Far East suppliers have embraced it with both hands. This applies particularly to Chinese vendors, who have 9 of the top 10 results.

With the present state of US-China trade relations and the near-complete absence of US suppliers from the SPC-1 benchmark, it is questionable whether it has any use at all in North America, or the West generally. Far East vendors on the other hand must love it.

SPC-1 league table

MacroSan is sandwiched between Huawei and Fujitsu at the top of the SPC-1 benchmarks.

Huawei recorded 21,002,561 IOPS this month with a monster Dorado 18000 V6 array using 576 x NVMe SSDs. This is a class apart from the chasing pack.

A Fujitsu ETERNUS DX8900 S4 is third with 10,001,522 IOPS, reported in March 2019. That used 576 x 400GB SAS SSDs. The difference with the MacroSAN box is stark, as a look at the top 3 SPC-1 results table shows; 

Top 3 SPC-1 results.

The 10 million IOPS ETERNUS system cost $6.4m while the 11 million IOPS MacroSAN box cost 4.2m, despite having more than double the Fujitsu system’s capacity; 209,379GB vs 90,452GB. It was also faster, having a lower general response time, 0.337ms vs 0.418ms. That’s partly down to NVMe SSDs being faster than SAS variants.

MacroSAN

MacroSan is the China’s first voting member of Storage Networking Industry Association (SNIA).

IDC classed the company in the “others” category in a 2016 survey of China’s all-flash array storage market. In 1Q 2017 MacroSan remained in “others” category, with an estimated $2.5m in all-flash array revenue. An IDC chart shows that grew 131.7 per cent by 1Q 2018 to around $6m giving it the number 4 slot in Chinese all-flash storage revenues. This was ahead of Huawei, which had the number 8 rank.

IDC chart showing Chinese storage market supplier shares in 1Q 2018.

We have no more recent numbers but MacroSAN looks to be a an active supplier in the Chinese storage market.

MacroSAN was founded in 2010 and is backed by venture capital. There have been five funding rounds, the last for $7.8m and it has raised CN¥113m in total, $16.8m at today’s rates. That’s peanuts in the overall startup storage funding scheme of things. MacroSAN has 30 branch offices across China. It says it has experienced more than 60 per cent revenue growth annually since inception.

LinkedIn lists 138 employees. According to the company, 51 per cent of staff are in R&D – and 15 per cent of sales revenue is set aside to fund this work. The company has registered more than 50 patents.

Loss-making Quantum claims it is ‘now a self-sustaining business’

Jamie Lerner
Jamie Lerner

In 2007 Quantum was a billion dollar a year tape automation-led business. Today it is a $343.2m run rate tape and file data management business. It aims to transform into a primary, secondary and archive storage software subscription business. But the pandemic is making this work more complicated.

Revenues for Quantum’s second fiscal 2021 quarter ended September 30, were $85.8m, down 18.9 per cent Y/Y from $105.8m, The net loss of $4.6m was a bit worse than same time last year (- $2.3m). The company expects next quarter’s revenues to be $93m plus/minus $2m, down from $103.3m a year ago.

Jamie Lerner
Jamie Lerner

Chairman and CEO Jamie Lerner said in last week’s earnings call: “We are executing a profound, pervasive and somewhat rapid transformation. And I think it’s only appropriate given the time that we’re using this crisis to accelerate our transformation.”

Lerner said the results exceeded our forecasted outlook, benefitting from the strength of our Federal government business, and solid sales execution. We are … maintaining discipline with our expenses while increasing our investment in research and development to support the introduction of new software products.”

The federal gains partially offset pandemic-related declines in other vertical markets and lowered sales to hyperscaler customers due to to fluctuating purchase cycles.

Lerner said: the company experienced a gradual recovery throughout the quarter, with purchasing and procurement activity ramping up across most end markets.” But the recovery in the video market, where there were signs of light, “may take more than one or two quarters, given how the pandemic has impacted movie and TV production and professional sports.”

He added: “Even with lower revenue levels, we are now a self-sustaining business.”

Hyperscalers ahoy

Quantum has three hyperscaler customers for its archival tape library, including two that signed up in the quarter and will start production purchases in the next quarter. A fourth is evaluating Quantum’s products. CFO Mike Dodson said: “We believe it could be a multi-year period to ramp the new hyperscaler production buys to full capacity levels that we have experienced with our long-standing hyperscaler customer.”

Quantum also revealed it has a newly developed primary storage product and hopes to begin selling to hyperscalers and others in the fiscal fourth quarter.

Lerner is looking ahead to a annual recurring revenue software-led Quantum. “On November 10, 202 we take the first step in this regard, with the launch of next generation data management software to classify, visualise, and orchestrate data, both on premises and in the cloud, along with new ways to automate data movement in the highly anticipated release of StorNext 7.” 

“We’re actually going to be providing the entire software stack that is needed to run that [tape archive] at exabyte scale. And we’ll be the first vendor to come out with a complete multi-exabyte scale software stack that can be literally rolled directly in production with cloud players.”

Quantum is moving away from selling its software running on hardware appliances. “With this launch, we are separating the software from the underlying hardware … and setting the stage for running the software in the cloud or on premises regardless of the underlying infrastructure.”

This will shift its business over time to a recurring revenue model “driving improved gross margins and more predictable revenue streams.”

German Climate Computing Centre cans StorageTek in favour of LTO tape

The German Climate Computing Centre (DKRZ) is replacing its HPSS hierarchical file management system and migrating from Oracle StorageTek to LTO tape.

DKRZ provides high performance computing, storage and services for simulation-based climate science. Computing time, storage and archive capacity, consultancy and visualisations are free of charge to German research scientists. DKRZ says its data management system is one of the largest in the world.

Prof. Thomas Ludwig, CEO at DKRZ, supplied a quote: “This new system will enable DKRZ to expand and modernise essential data services to our research community, while also seamlessly transitioning to a new open-standard platform that can grow as we do. This will provide a solid foundation to ensure researchers have on-going access to the critical data needed for climate modelling and improved climate projection”

DKRZ Greenland simulation video.

DKRZ signed a €32.5m contract in June with Atos for a BullSequana XH2000 supercomputer. This increases compute power “by 5”, compared with the current Mistral supercomputer, provided by Atos in 2015. Mistral uses the Lustre file system with ClusterStor 9000 and L300 storage, Oracle/StorageTek SL8500 tape libraries, Swift object storage and the HPSS system. 

HPSS is software for scalable, policy-based Hierarchical Storage Management (HSM). HSM manages file storage across fast-access, online drives and back-end tape or public cloud object storage to optimise performance and bulk capacity costs. The HPSS software is the responsibility of a consortium of IBM and more than 20 HPC users worldwide.

DKRZ Mistral supercomputer and ClusterStor storage

DKRZ’s new BullSequana is based on AMD EPYC x86 processors, about 3,000 computing nodes with a total peak performance of 16 PetaFlops, 800TB of  main memory, a 120TB DDN storage system, and Nvidia InfiniBand HDR 200G interconnect technology. The new setup is expected to go live in mid-2021.

The HPSS HSM will be replaced by StrongBox, a company that provides native support for tape libraries from any vendor. Using StrongBox’s StrongLink software, DKRZ will automate multi-tier storage workflows, virtualizing flash, disk, and LTFS tape to support at least 120PB per year of new HPC research data flows.

The project involves managing the online data and migrating 150PB of legacy HPSS tape data to LTO format tape. StrongLink’s metadata-driven workflow engines will virtualize 1PB of new high-performance tier-1 cache, and five legacy tier-2 tape libraries. It will automate day-to-day tiering operations and the background HPSS-to-LTFS migration. Tape IO is to be parallelised across 90 tape drives in the five libraries, which house more than 75,000 media slots.

Users will continue to access data as before, with StrongLink presenting a global normalised view of all data across all storage types.

Floyd Christofferson, CEO of StrongBox Data Solutions, offered a quote: “StrongLink was designed to provide customers like DKRZ with a vendor-neutral platform that could seamlessly automate data management and high speed data movement across otherwise incompatible storage types at any scale.”

StrongBox Data Solutions was set up in 2016 to buy the beleaguered CrossRoads Systems and its StrongBox archiving technology. This contract is a big deal for the private equity-owned firm which only added LTFS support in June.

Your occasional storage digest with Toshiba drives, Excelero and more

There’s life in the mid-range capacity disk drive yet as Toshiba introduces a line of sub 10TB drives that don’t use sealed enclosures full of helium gas. Data protector and copy data manager Catalogic feels the force of Kubernetes and the public cloud. And Excelero feels the tug of the cloud too.

There is more news about Backblaze, DDN, Infinidat, Kioxia, Model9, Nutanix, Weebit Nano and Yellowbrick. Get reading.

Toshiba goes back to the future

Toshiba has upgraded its 3.5-inch format MG06, MG06 and MG06 disk drives with the MG08-D range. These are air-filled drives, with 4TB, 6TB and 8TB capacities. They follow the 16TB, helium-filled  MG08 announced in 2019. We think the MG08-D uses MG08 technology but with fewer platters, 4 instead of 9, and no helium-filled enclosure. Compared to the 4TB MG04, announced in 2014, the 4TB MG08-D has;

  • 256MIb cache instead of 128MiB,
  • 243MiB/sec sustained transfer rate instead of 295MiB/sec,
  • 2 million hour MTTF rating instead of 1.4 million hours. 
Toshiba MG08-D disk drive.

The 6TB and 8TB MG08-Ds share the 2 million hour MTTF rating and all of them have a 550TB/year workload rating. These new drive spin at 7,200rpm and can have 6Gbit/s SATA or 12Gbit/s SAS interfaces. They use conventional and not shingled magnetic recording.

Toshiba intends them to be used for data analysis, small-medium business servers, data-retention and archiving. They should be available in the first 2021 quarter.

Catalogic chums up to containers

Catalogic is adding data protection support for Kubernetes and direct offload to cloud from storage arrays to its flagship ECX copy data management(CDM) solution.

Catalogic’s open source KubeDR, automated backup and disaster recovery for Kubernetes clusters, provides basic data protection and has been downloaded over 500,000 times this year.

Sathya Sankaran, Catalogic COO, issued a quote saying: “Heading into 2021, we are repositioning our solutions as a Smart Data Suite that includes freemium offerings, and we will introduce a beta release of a new cloud-native container backup service.”

Catalogic said its business was doing well despite the pandemic, and the company added 40 new employees in 2020 and has opened a development site in Pune.

Sankaran said: “Despite the challenges of the global pandemic, our progress in further expanding our global installed base to major new customers including a large medical research and health services entity, educational institutes, and manufacturing companies is keeping us on our plan.” 

The company has partnerships with HPE, IBM, NetApp and Pure Storage and a SAP-certified protection and recovery via its DPX offering for SAP HANA Databases.

Excelero: All storage will become hybrid

Excelero has an on-premises NVMesh offering that provides NVMe-over-Fabrics access to flash storage. But being on-premises is no longer enough.

Yaniv Romen

“In the past few months Excelero has had a number of customers ask to deploy some of their workloads in the cloud as a burst option – even customers with multiple high-end Nvidia DGX systems that seemingly could access the performance and scalability they need. This reiterates what has become a given,” CEO Yaniv Romen told us.

“All storage will eventually become hybrid storage, because everything that can move to the cloud, will do so. We saw that with object storage and file storage in the past years and it is now happening for block storage – EBS and other non-high performance block storage options notwithstanding.  

“AI, ML and DL demand super-efficient, low latency, high IOPs, high performance storage  – or else applications perform less than acceptably, or costly GPUs are underutilized and thus infrastructure efficiency lags. This story is the same for on premise and cloud infrastructure. 

“To that end, later in Q4 2020, Excelero will extend its solutions family to include a cloud-based offering, bringing the same valuable efficiencies customers enjoy in their data centres to cloud use cases. We are already working through partners to deploy cloud-based architectures with several customers. Early results are tremendously exciting. Once customers are ready to share them, we’ll be back to you.”

Shorts

Backblaze and Fastly are collaborating to help companies distribute their stored files. Customers using Backblaze B2 Cloud Storage can seamlessly push the most up-to-date content to end users with lightning speed through Fastly’s edge cloud platform and CDN.

DDN has signed up Boston as a channel partner as it continue to build out its enterprise-focused sales channel to push its Tintri, Nexenta and other enterprise storage products.

Infinidat has joined forces with VMware to tackle current and evolving IoT Edge security threats. The two will offer a validated framework which;

  • Protects against IoT and edge security threats,
  • Improves network management via a scalable back-end security monitoring platform, designed to analyse data from current and evolving customer premises equipment,
  • Ensures compliance and operational efficiencies, which are both auditable and scalable as well as cost-efficient.

Inspur has set an SPC-1 price/performance record of $75.77 per thousand SPC-1 IOPS (KIOPS) with its AS2200G2 array. All other SPC-1 submitted systems cost more per KIOPS.

Four months after being promoted to EVP for the EMEA and APJ regions Dan Shprung has left Infinidat and joined mainframe data management company Model9 as its Chief Business Officer. CTO Brian Carmody resigned from Infinidat in June.

Pensando slide at Storage Tech Field Day presentation.

It was revealed at a recent Storage Tech Field Day that every NetApp A400 all-flash array is shipped with two Pensando storage processing IO cards to accelerate throughput.

Kioxia will begin construction of a fabrication facility (Fab7) at Yokkaichi Plant, Japan, in Spring 2021. The aim is to expand production of its BiSCS 3D Flash memory.

Nutanix has announced that the British Computer Society, The Chartered Institute for IT, selected Nutanix AHV software, running on HPE ProLiant appliances, for its private cloud and Disaster Recovery, which uses its DRaaS Xi Leap offering.

Coldago: VAST Data joins the ranks of file storage leaders

The 2020 Coldago file storage research map shows VAST Data promoted to the Leaders’ segment, leapfrogging WekaIO, which moves from Specialist to Challenger status.

The 2020 edition surveys 31 vendors and looks at HPC and enterprise file storage vendors and their products from technology and architecture viewpoints.

Philippe Nicolas.

Report author Philippe Nicolas comments: “File storage is a very active category [with] continued adoption of parallel file systems and fast scale-out NAS for a variety of scientific and technical to commercial use cases.

Coldago positions and ranks file storage vendors in a 4-column 2D space, defined by two axes; execution and capabilities vs vision and strategy. The columns are labelled from the left Niche, Specialists, Challengers and Leaders.

The seven leaders in the 2020 report are DDN, Dell, IBM, NetApp, Pure Storage, Qumulo and VAST Data, as can be seen in the chart below.

A comparison with the 2019 map shows that there have been substantial moves rightwards and upwards in 2020.

The five 2019 Niche vendors have all moved out, leaving an empty column. The 2020 Specialists’ column is crowded, with new entrants such as CTera, Cohesity, Hammerspace, Panzura and Softiron contributing to the melee as well as the arrivals from the Niche segment. 

The near-empty Challenger’s column of 2019 now features Hitachi Vantara, Quantum, and WekaIO – all moved in from the Specialists’ column, – and new entrant Nasuni.

So what’s in store for 2021? “Composable or disaggregation architecture should continue to land on the market,” Nicolas writes. “We also see a shared-everything model to complement share-nothing, it should be more visible [and] fueled by NVMe-oF. NAS, as industry file sharing standards, will be ubiquitous again with some interesting extensions like NFS-over-RDMA. … NAS and S3 access to the same data becomes a must.”

He also suggests “HPC storage will penetrate even more the commercial sector and application with enterprises adopting this model to solve big data challenges connected to GPU-based compute farms.”

Taiwain’s UMC pleads guilty to Micron IP theft

Taiwan-based UMC (United Microelectronics Corp.) has pleaded guilty in a San Francisco court to trade secret theft from Micron and will pay a $60m fine. 

Prosecutors dropped charges of economic espionage and conspiracy in exchange for the guilty plea, fine, and “assistance with the investigation and prosecution of its co-defendant, Fujian Jinhua, a Chinese state-owned-enterprise.

US Deputy Attorney General Jeffrey Rosen said: “UMC stole the trade secrets of an American leader [Micron Technology] in computer memory to enable China to achieve a strategic priority: self-sufficiency in computer memory production without spending its own time or money to earn it.”

Micron sued China’s Fujian Jinhua in 2017, alleging it used Micron’s DRAM manufacturing intellectual property (IP) obtained illegally by UMC. The US DoJ got involved in 2018, accusing UMC of stealing intellectual property from a Micron subsidiary in Taiwan, and supplying this to Fujian Jinhua.

A statement from Stan Hung, Chairman of the Board of UMC, said: “UMC takes full responsibility for the actions of its employees, and we are pleased to have reached an appropriate resolution regarding this matter.”

David Anderson, a US attorney for the northern district of California, told the Financial Times that “UMC’s guilty plea points this case towards trial against Fujian Jinhua in 2021.” 

Thanks for the memories 

UMC is the world’s fourth biggest contract semiconductor manufacturer world-wide. In May 2016 it signed a deal with Fujian Jinhua to jointly develop two generations of DRAM process technology, similar to technology that had been in mass production since at least 2012.

The first-generation DRAM process technology was transferred by UMC to Fujian Jinhua in September 2018.

UMC recruited engineers from various companies, including Micron Memory Taiwan, Co. (MMT). Two former MMT employees brought with them confidential and alleged trade secret materials from former employers. They were used in the first generation DRAM project. A third former-MMT employee was also involved in this DRAM IP transfer.

In the face of a joint barrage from Micron and the US DoJ, UMC began to unwind its DRAM project in January 2019.

StorCentric scoops up Violin Systems

StorCentric bought the all-flash array pioneer Violin Systems for an undisclosed sum, its fifth acquisition in two years

Todd Oseth, Violin Systems President and CEO, said in his statement: “The acquisition provides Violin customers with streamlined access to a robust portfolio of data management solutions, backed by StorCentric’s world-class support organisation. StorCentric’s customers will benefit from the availability of Violin’s all-flash NVMe product for their demanding performance-critical applications at a highly competitive price point.”

Mihir Shah.

Mihir Shah, StorCentric CEO, said his mini-conglomerate aims to “offer a complete portfolio of data management technologies that support growing enterprises’ needs. Violin fits perfectly into our solutions roadmap, a mid-point between our Nexsan and Vexata all-flash offerings. As a prominent name in the all-flash array market, we aim to build on its track record of innovation.”

Venture-backed Storcentric’s other acquisitions include the assets of Drobo and Nexsan, followed by Retrospect (backup) and Vexata (high-end all-flash arrays).

A walk down Violin Memory Lane

Violin Memory was founded in 2005, and was an early all-flash array pioneer, along with FusionIo and Texas Memory Systems. The company IPO’d in 2013 and subsequently declined into bankruptcy.

The Soros Group bought the assets for $14m and renamed the company Violin Systems.

Violin launched its VXS 8 all-flash array in 2018 and in the same year merged with Xiotech in 2018 when Xiotech separated from the Axellio business. At the time it said it had more than 100 Fortune 500-size customers and was working with Phison to add NVMe-over-Fabrics technology to its flash arrays. 

We wrote in October 2018: “The Soros Fund, Violin’s owner, faces a dilemma if the company falls behind in the performance stakes. It would have to raise it stakes to develop faster product or quit. We should see which way the wind is blowing by the end of 2020.”

The wind has now blown – towards the Soros Group exiting from its Violin interests and selling them to StorCentric.

Western Digital looks to Cloud Titans for growth

Western Digital’s fiscal Q1 ended 30 September show a pandemic-induced decline. But the company is optimistic that hyperscalers will drive growth from next year onwards.

Revenues fell 3 per cent on the back of a strong performance of flash memory, which mostly covered a big drop in disk drive revenues. WD sold $3.9bn of disk and flash products in this first fiscal 2021 quarter, with $1.84bn coming from disk drives, down 23.4 per cent Y/Y, and $2.1bn from flash SSDs, up 27.3 per cent. There was a $60m loss, much better than the year-ago $276m loss.

Commenting on the Q1 earnings, CEO David Goeckler said: “While we are still managing through macro uncertainty, during the quarter we benefitted from strength particularly in the retail sector, driven by favourable macro and market dynamics, as well as the brand recognition of our products.”

Summary:

  • Gross margin of 23 per cent, up 4.2 per cent Y/Y,
  • Operating cash flow of $363m,
  • Free cash flow of $196m,
  • Cash and cash equivalents were $3bn,
  • HDD units – 23.1 million, down 21.5 per cent,
  • HDD ASP – $79, down 2.5 per cent.

WD sells SSD and disk drives into three markets, which experienced markedly different effects from Covid-19 dynamics.

  • Data centre devices and solutions – $1.13bn revenues, down 26 per cent, with both HDD and SSD impacted,
  • Client solutions – $847m, down 5 per cent, as work-from-home helped sales recover,
  • Client devices – $1.95bn, up 20 per cent as work-from-home drove up end-point storage needs.

A chart shows the big drop in data centre revenues (green line) this quarter;

Wells Fargo senior analyst Aaron Rakers wrote in an email: “WD’s nearline HDD capacity ship declined by ~20 per cent Y/Y [which] compares to Seagate reporting nearline capacity ship at +36% y/y.”

WD needs to gets its 16TB and 18TB into mass production fast to recover. The company said it made a million of these drives in the quarter but not has old all of them.

The transition of gaming devices storage from HDD to SSD also helped client devices revenue.

Earnings call

Ashley Gorakhpurwalla

In the earnings call, Goeckler said WD’s re-organisation into separate HDD and SSD businesses was now complete at the exec level. Dell’s former servers and infrastructure business unit boss, Ashley Gorakhpurwalla, has been hired as EVP and GM of the HDD business. He was passed over in a Dell reorg in October last year, when Jeff Boudreau was promoted from storage boss to run the Infrastructure  Systems Group (ISG). He then resigned from Dell.

Goeckler also made this intriguing comment about a second-generation NVMe SSD; “Over the next two quarters, we expect to start qualifications at additional Cloud Titans in one of our largest OEMs, which will further expand our addressable market.”

He is optimistic about the enterprise SSD market: “The enterprise SSD market has immense untapped potential and remains a key area of focus for us.” The cloud disk market looks rosy too: “Capacity enterprise is going to be a growth business for the foreseeable future. We have, essentially, anybody that’s building a public cloud is going to be using HDDs and there’s not going to be a substitute for a long time.”

Energy-assisted 18TB and 20TB HDD products look promising: “We have completed nearly 100 qualifications, including with one Cloud Titan and have an additional 125 qualifications in process, including with two more Cloud Titans.”

He really does like talking about Cloud Titans. Let’s hope they don’t turn into Cloud Titanics!

The outlook for the next quarter is for revenues between $3.75bn and $3.95bn, implying a nine per cent drop at the mid-point; the economic conditions that WD sees are getting worse. It expects hard drive revenue will be up and flash revenue will decline.

WD also anticipates zero sales to Huawei next quarter, as it had pulled purchases forward in anticipation of US trade restrictions. However, CFO Bob Eulau said: “We are optimistic that conditions will improve next calendar year. … overall, 2021 is shaping up to be a good year”

IBM pitches FlashSystem against ‘limited’ Dell EMC PowerStore

IBM Storage has updated the FlashSystem all-flash array hardware and software and is dissing Dell EMC’s “limited” PowerStore array.

The company has made FlashSystem faster, more economical in its protection policies, more resilient and also automated for workflows.

FlashSystem 9200.

In the launch webcast earlier this week, Eric Herzog, IBM CMO and VP for Storage channels, said FlashSystem arrays are “wildly successful and going gang-busters… FlashSystem is one platform for all your non-mainframe environments.”

There were six individual announcement points;

  • Red Hat Ansible abilities to manage consistency groups, snapshots, volume clones, and replication
  • Additional storage class memory; up from 4 to 12 drives) with 375GB and 750GB Optane, and 800GB and 1600GB Samsung Z-SSD SCM drives supported
  • Redirect-on-write snapshots needing about half the number of write I/Os to storage compared to ordinary snapshots. helping to prolong flash drive life
  • New Distributed RAID (DRAID) level 1 added to existing DRAID 5 and 6 levels for configurations with a small number of drives and has less redundancy overhead than levels 5 and 6
  • FlashSystem’s Spectrum Virtualize supports double the number of FlashCopy relationships, so customers can store more copies in a system 
  • FlashSystem can combine high availability HyperSwap and disaster recovery capabilities in a single enhanced 3-site solutio.

IBM’s separate SAN Volume Controller product, which runs the FlashSystem’s Spectrum Virtualise software, also supports the 3-site, combined HyperSwap and DR feature. All these new FlashSystem capabilities will be available starting on November 12, 2020.

IBM singled out Dell EMC’s PowerStore as being limited compared to FlashSystem, with a slide contrasting the base 2RU chassis features from each system.

With the uplift from 4 to 12 Optane or Z-SSD drives, FlashSystem now has 20 per cent storage class memory capacity than PowerStore, uses it as a tier instead of a cache, and can mix it with ordinary SSDs.

The DRAID 1 level is just for entry-level systems, IBM recommending DRAID 5 or 6 for larger systems – because they protect against drive failure better.

HPE is also mounting a marketing attack on PowerStore. Either HPE and IBM fear PowerStore a lot – or they think it’s a competitive win opportunity.

Commvault reports good Q2 – and big Hedvig write-down

Commvault CEO Sanjay Mirchandani is pleased with performance in the second fy21 quarter ended September 30. But the results show the company may have paid too much for Hedvig, a software-defined storage startup acquired in September 2019 for $225m.

Commvault has marked down its value with a $40.7m non-cash impairment charge, to record Q2 losses of $42m on a GAAP basis. However, the data management vendor generated $28.9m operating income on a non-GAAP basis, up 16.9 per cent on last year, on revenues $171.1m, up two per cent Y/Y. Next quarter’s outlook is for revenues between $174m and $176m – about the same as the same quarter last year.

Other highlights include:

  • Total recurring revenue was $129.1m, an increase of 6 per cent Y/Y.
  • Software and products revenue was $72.3m, up 5 per cent.
  • Services revenue was $98.8m, flat Y/Y as perpetual license customers moved to subscription pricing,
  • Operating cash flow was $27.m, up 12.5 per cent.
  • Operating margin up 2 per cent Y/Y.
  • Total cash and short-term investments were $394m compared to $339.7m last quarter.

Mirchandani said: “We are pleased by this quarter’s solid financial performance and are on track to deliver continued growth and operating margin expansion. The Commvault portfolio has never been stronger.” 

On the earnings call yesterday, CFO Brian Carolan said the impairment charge was made because “the revenue performance of the stand-alone Hedvig product… did not meet our initial assumptions.” But the Hedvig technology, “is absolutely strategic to our portfolio [and] was the primary motivation behind our acquisition.” 

The HyperScale X product uses Hedvig technology and “will drive meaningful gross margin expansion on our HyperScale platform, and improve the overall customer experience,” Carolan said.

Subscriptions rising

Commvault is implementing a long-term switch to subscription pricing and this is beginning to have a positive effect on revenues. Carolan commented: “FY ’21 marks the first significant year of our subscription renewal cycle, which represents a positive inflection point for our business. We expect the renewal cycle will continue to be a revenue tailwind for the next several years.” 

William Blair analyst Jason Ader wrote in a email newsletter that “Commvault is contending with competition from a number of rapidly growing startups (e.g., Cohesity, Rubrik, Druva, Clumio) and while new management has made strategic moves (e.g., Hedvig acquisition, sales reorganisation), the firm remains early in the process and additional hiccups could surface during the transition. [But] overall, we are gradually gaining confidence in Commvault’s ability to execute and grow in the highly competitive data protection market.”.

Commvault has a cloud-first strategy, with its Metallic offerings leading the way. Mirchandani said the volume of Commvault customer data moving to the public cloud was growing at double digit rates quarter on quarter. Metallic is looking golden.

Mirchandani also noted ransomware attacks are at an all-time high: “In September alone, our customer success team performed more than 1,000 business critical restores worldwide for our customers following ransomware and malware attacks.”

Big Blue’s Red Hat shift towards containers

Redshift and blueshift astronomical diagram

A red shift for astronomers occurs when light from distant objects shifts from the blue side of the spectrum towards the red end. That’s happening with Big Blue as its Spectrum storage products tilt towards Red Hat, the company it bought last year.

IBM Storage yesterday took the wraps off a storage software family for Red Hat OpenShift (RHOS). It also proclaimed its intention to deliver a software-defined, container-native, storage solution for Red Hat OpenShift and Kubernetes container environments. This could take two years to develop.

Eric Herzog

Eric Herzog, IBM CMO and VP for w-w storage channels, blogged: “With container-native offerings for block, file, object, modern data protection and data discovery, IBM Storage is designed to help simplify storage for hybrid cloud and container deployments.”

Shift to OpenShift

There are seven Red Hat OpenShift product announcements. What we see here are IBM’s storage software products adding full support for containerisation via the Red Hat OpenShift environment. Big Blue is using its Red Hat shift to drive deeper into enterprise containerisation developments.

  • Spectrum Scale adds containerised client and run-time operators on Red Hat OpenShift.
  • Storage Suite for Cloud Paks adds more support for container-native data access on Red Hat OpenShift.
  • IBM Cloud Object Storage adds support for the open source s3fs file to object storage interface bundled with Red Hat OpenShift.
  • Spectrum Protect Plus gets expanded container-native and container-ready storage support.
  • Spectrum Protect Plus server can be deployed as a container using a certified Red Hat OpenShift operator in 4Q 2020, with ability to protect metadata so as to recover applications, namespaces, and clusters to a different location. 
  • Spectrum Discover support for Red Hat OpenShift Container Storage (OCS).
  • Hybrid Cloud business continuity blueprint for the Red Hat OpenShift Container Platform (OCP) so OCP containerised applications can migrate with persistent storage between on-premises and public cloud for disaster recovery and workload migration scenarios.

SmartNICs march into the data centre. Hence the AMD-Xilinx deal

The looming presence of SmartNICs in the data centre is highlighted by AMD’s $35bn-all-stock acquisition of Xilinx, announced this week.

AMD is a resurgent player in the data centre, but it lacks SmartNIC capability, unlike Intel and Nvidia.

Xilinx makes Field Programmable Gate Arrays (FPGAs) and has an Alveo data centre accelerator card and Smart NIC product line. Customers include Cisco, Samsung and SK Telecom, and two startups, Eideticom and ScaleFlux, use Xilinx FPGAs in their computational storage products.

Alveo U25 Smart NIC.

Gartner VP Alan Priestley said: “While the two companies have little/no overlap in terms of products, they do have markets in common (data centre) where the use of FPGAs as AI accelerators and network accelerators is interesting. Xilinx could help AMD into the comms market.”

So why is this important?

Smart NICS are network interface cards that sport an additional Arm processor or FPGA to run network an/ or low-level storage processing in order to offload the host server processors. The aim is for the server CPU to run more application code while the Smart NIC speeds up low-level network and storage tasks with dedicated hardware. This is a big money saver.

“I would argue that the advance the SmartNIC is making is going to change both the economics of the data center and also what’s possible there,” Tom Gillis, who runs VMware’s Networking and Security business unit, says “If you combine this with high-density CPU cores from the likes of AMD and Intel…you could run ten thousand VMs in a single 4U chassis with one of these SmartNICs for I/O. It’s a data center in a box,” he told DCK in an interview last month.

“It is amazing the densities we’ll be able to achieve and the economic efficiencies we will achieve. I think if we’re proactive, we can deliver all of that efficiency, and we can do better security than we did in the physical world.”

VMware has brought the Smart NIC market alive with its Project Monterey partnership with Nvidia. Monterey Smart NICs will have Arm processors running the ESXi hypervisor. B&F thinks AMD-Xilinx will likely try to enter the Monterey Smart NIC development.