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Cloud State Of Play – June 2023

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We are back for the June episode of Cloud State Of Play. As ever, Paul Bevan (Research Director for Infrastructure at Bloor Research) joins me to discuss 3 more topics.

For this month, we have chosen the following topics:

1 – Is unsupported Open Source Software “perilous”?
2 – Are hardware and storage vendors on the ropes?
3 – Is OpenStack dead?

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1 – Is unsupported Open Source Software “perilous”?

Article, sponsored by Tier2 (owned by Prolifics) is in The Register:
https://www.theregister.com/2023/05/15/the_perils_of_unsupported_opensource/

NOTE: Neither Tier2 nor Prolifics are sponsors of this talk/channel.
Thanks to my friend, Steve Yeoland, for bringing this article to my attention – Hello, Steve! 🙂

Reference to previous talk with Cheryl Hung – Is The OS Dead:

We may cover the following in a future episode:
Open source licenses need to leave the 1980s and evolve to deal with AI
https://www.theregister.com/2023/06/23/open_source_licenses_ai/

Red Hat “crushing blow to RHEL downstreams” (stopped making RHEL open source available to public)
Only publish source code of its CentOS Stream product – upstream
“Superficially modest blog post and borders on obfuscation” – The Reg
https://www.theregister.com/2023/06/23/red_hat_centos_move/

2 – Are hardware and storage vendors on the ropes?

Here’s my evidence:

Gartner report – Gartner Forecasts Worldwide Public Cloud End-User Spending to Reach Nearly $600 Billion in 2023
20.7% to total $591.8 billion in 2023, up from $490.3 billion in 2022
https://www.gartner.com/en/newsroom/press-releases/2022-10-31-gartner-forecasts-worldwide-public-cloud-end-user-spending-to-reach-nearly-600-billion-in-2023

Gartner report – more than half of Enterprise IT spending will shift to Cloud by 2025 (2022)
https://www.gartner.com/en/newsroom/press-releases/2022-02-09-gartner-says-more-than-half-of-enterprise-it-spending

Gartner report – By 2027 35% of DC infra will be managed from cloud-based control planes (May 2023)
https://www.gartner.com/en/newsroom/press-releases/2023-05-16-gartner-says-4-trends-are-shaping-the-future-of-cloud-data-center-and-edge-infrastructure

US Gov (GAO – Gov Accountability Office) – DC Optimisation Initiative (DCOI)
Agencies closed 58 DCs in 2021 – savings of $612M
Expected to close 78 DCs in 2022
Reduced costs by $6.6B from 2012 – 2021
https://www.gao.gov/products/gao-23-105946

Here’s Paul’s stats:

These figures are from ITCandor. It is a small specialist analyst house that focuses on market sizing and market share stats. It is run by Martin Hingley who, for many years was the global lead analyst for IT infrastructure at IDC, before leaving to set up his own business.

Storage systems – sales steady, but uncoupled from raw storage growth

Dell heads the slowly evolving server market in 2022

3 – Is OpenStack dead?

My main evidence is:
– OpenStack seems to have retreated into the telco space
– Renamed its organisation to OpenInfra Foundation (dropped OpenStack from the name!)
– Conferences and releases used to be twice per year.
– With Containers (Docker) and Orchestration (Kubernetes), who needs another virtualisation layer?!
– Private/Hybrid Cloud ideals are dead: HP Helion, Rackspace
– SUSE has dropped its OpenStack distro. How much longer before Red Hat does the same?
– Mirantis now offering Kubernetes on top of its OpenStack (MCP Edge).
– AWS has launched telco services, specifically for hosting that sector’s requirements:
https://aws.amazon.com/blogs/aws/new-aws-telco-network-builder-deploy-and-manage-telco-networks/

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Well, that’s it for this month – please let me know what else you’d like us to look at in the future – drop a comment on the video and don’t forget to SUBSCRIBE to the channel and Like the video.

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Thanks again to my regular guest, Paul Bevan, for his insights. All opinions expressed in this video are solely of the person who gave them and do not reflect opinions/stance/policy of any other person(s)/employer(s)/organisations/entities/vendors, etc. All copyrights are of their respective owners and are used here (in various formats) purely for reference purposes and under fair use policy.

Intro, Background + Outro Track: “Time Flows” – Eugene Barduja (Motion Array).
Further Background Track: “Friendonomics” – Damian Marquez.

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