You recently acquired Eucalyptus which doesn't have big OpenStack roots. They're mostly about AWS integration. How do you see that fitting in?
Eucalyptus was really two things for us. It was a good collection of people who know how to build cloud software, and it was the AWS interoperability piece. I keep talking about choices, and we realize the design pattern of AWS is hugely relevant. So we needed the ability to tell customers, if you have or are interested in that design pattern, we have a way to support that.
So where we typically see the Eucalyptus demand is where a customer wants to have the ability to move an app out of AWS back to a private or managed cloud environment, or where someone says, I don't know what's going to happen yet in terms of going to the public cloud so I'm going to first build my private cloud apps with Eucalyptus and the AWS design pattern (basically meaning using the EC2 APIs, the S3 APIs, etc.), and building it in a way that gives me the flexibility to locate the work where I want.
What should we look for this coming year?
You'll see us continue to build out our Helion distro of OpenStack and our Helion development platform, so you'll see new services, new capabilities, that kind of thing. You'll see us do a lot in the telco/service provider/NFV space.
And later in the year you'll hear us talk a lot about a new model for enterprises that want to consume managed cloud services but don't want to buy anything physical, don't want to own anything anymore, that just want to consume, but in a way that matches their business realities today. We'll be doing a lot in that space. I'm a believer that the cloud industry we have today is going to look very different in the future as the enterprise really starts adopting cloud technologies - and then all cloud vendors will shape their strategies to fit what enterprises want. So we're trying to skate to where the puck will be and start to invent some of those new models.
You mentioned that analysts say only 10% of enterprise needs are supported by the cloud today. What's the timeframe for change?
That's the multi-trillion dollar question, isn't it? But I see two enterprise patterns happening right now and this may inform the answer. One is the linear step. I'm going to move from virtualization to private cloud infrastructure-as-a-service, then I'll try out some of this PaaS stuff to see how that really makes sense. Then I'll see if I can run that across multiple data centers and then maybe see if a public cloud thing makes sense. So it's kind of a linear mode.
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