Capturing value from an open ecosystem - IBM · chose OpenPOWER design for $325M supercomputing...
Transcript of Capturing value from an open ecosystem - IBM · chose OpenPOWER design for $325M supercomputing...
Capturing value from an open ecosystem
Tom Rosamilia Senior Vice President IBM Systems
© 2015 IBM Corporation
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Forward-Looking Statement Certain comments made during this event and in the presentation materials may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on the company’s current assumptions regarding future business and financial performance. These statements by their nature address matters that are uncertain to different degrees. Any forward-looking statement made during this event or in these presentation materials speaks only as of the date on which it is made. The company assumes no obligation to update or revise any forward-looking statements. Those statements involve a number of factors that could cause actual results to differ materially, including the following: a downturn in economic environment and client spending budgets; the company’s failure to meet growth and productivity objectives, a failure of the company’s innovation initiatives; risks from investing in growth opportunities; a failure of the company’s intellectual property portfolio to prevent competitive offerings and the failure of the company to obtain necessary licenses; cybersecurity and privacy considerations; fluctuations in financial results, impact of local legal, economic, political and health conditions; adverse effects from environmental matters, tax matters and the company’s pension plans; ineffective internal controls; the company’s use of accounting estimates; the company’s ability to attract and retain skilled personnel and its reliance on critical skills; impacts of relationships with critical suppliers and business with government clients; currency fluctuations and customer financing risks; impact of changes in market liquidity conditions and customer credit risk on receivables; reliance on third party distribution channels; the company’s ability to successfully manage acquisitions, alliances and dispositions; risks from legal proceedings; risk factors related to IBM securities; and other risks, uncertainties and factors discussed in the company’s Form 10-Qs, Form 10-K and in the company’s other filings with the U.S. Securities and Exchange Commission (SEC) or in materials incorporated therein by reference. Additional information concerning these factors is contained in the Company's filings with the SEC. Copies are available from the SEC, from the IBM web site, or from IBM Investor Relations.
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Fundamental forces are accelerating change in our industry P
rice/
Per
form
ance
Full system stack innovation required
Moore’s Law
Technology alone can no longer provide the price performance gains necessary to sustain Moore’s Law
Hybrid Cloud
Hyperscale Data Centers (Custom Design)
Open Solutions
IT consumption models are expanding to:
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Technology and Processors
2000 2020
Firmware / OS Accelerators Software Storage Network
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5 IBMers contributing to Linux and Apache Projects
1999
IBM is investing in ecosystems and open innovation
100+ OpenPOWER-based innovations under way
2015 50k+ IBMers contributing to 150+ open organizations
1. Source: https://developer.ibm.com/start/
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Vibrant ecosystem through open development
Amplified capabilities driving industry
performance leadership
Cloud Computing Hyperscale Data Centers
Domestic IT Agendas
High Performance Computing (HPC)
Delivering technology innovation through OpenPOWER
Delivering technology innovation to capture growth against key market segments
IBM OpenPOWER Strategy
OpenPOWER Foundation Strategy
Accelerated innovation through collaboration
of partners
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Demonstrating rapid progress with OpenPOWER
2013
INCORPORATION December. Incorporated OpenPOWER Foundation and elected officers
PUBLIC LAUNCH April. Public launch of website, members and demonstrations (Tyan and Google planars)
CODE CONTRIBUTION July. IBM, with contributions from Google, released 420,000 lines of firmware code
NEW OFFERINGS October. Multiple offerings made available from Altera, Canonical, IBM, Nvidia, Redis Labs, OVH and Tyan
HIGH PERFORMANCE COMPUTING November. U.S. Department of Energy chose OpenPOWER design for $325M supercomputing contract
DOMESTIC IT October. China government endorsed and supported OpenPOWER ecosystem through the formation of China Power Technology Alliance
INDUSTRY INNOVATION March. OpenPOWER kicks off first Summit • 50+ member
presentations • 10+ product reveals
HIGH PERFORMANCE COMPUTING June. UK Government invests £115M in STFC for Watson and OpenPOWER
5 members 50 members 70 members 115 members
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I O I O I O I O I O I O I O I O I O I O I
2015
150 members
INDUSTRY INNOVATION Today. OpenPOWER momentum continues • 1,600 software apps
that have added support for POWER processors
• Hundreds of systems innovations in development
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Growing ecosystem that delivers open innovation across the stack
Implementation, HPC and Research
Software
System Integration
I/O, Storage and Acceleration
Boards and Systems
Chips and Systems on a Chip
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Monetization of OpenPOWER
• License chip IP to third-party chip designers (IP income, royalties, chip design services)
• Design custom white-box
solutions with hyperscale data centers for unique workloads (chip revenue, system design services)
Incorporate OpenPOWER partner innovations into IBM solutions, for example: - HPC solution for U.S. Dept. of
Energy with Nvidia, Mellanox - Cloud solution for SoftLayer
with Tyan - Big Data solution for
Enterprises with Redis
Third-party implementations IBM implementations
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Monetization of OpenPOWER through third-party implementations
Systems and Platforms
Components
Chips
First GPU-accelerated OpenPOWER developer platform
First commercially available OpenPOWER server
RedPower, the first China OpenPOWER 2-socket system
Inspur 2-socket POWER8 Server
ChuangHe China-branded OpenPOWER systems with POWER8
Convey’s CAPI developer kit based on the company’s Xilinx-based co-processors
DMI connection between an Altera Stratix V FPGA accelerator and a POWER8 CPU
New CAPI-based solution: the ConnectX-4 adapter card by Mellanox
Nallatech’s OpenPOWER CAPI Developer Kit
First open server specification and motherboard combining OpenPOWER, OpenCompute and OpenStack
First China “local” POWER derivative chip, CP1
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IBM POWER8 chip
GPU = Graphics Processing Unit | DMI = Direct Media Interface | FPGA = Field-Programmable Gate Array | CAPI = Coherent Accelerator Processor Interface
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Accelerator
Accelerator Card
Network Adapter
System Integration (Firmware and Hardware) – Zoom Netcom
Chip – Suzhou PowerCore
A closer look: OpenPOWER custom white-box solution
Key Hardware Components
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Ecosystem Components
Key Hardware Components
RedPower
Cloud Open Stack - Masscloud Transwarp
Big Data
KVM – Masscloud
Hypervisor Red Flag Linux OS GBase
Database
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Monetization of OpenPOWER through IBM implementations
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Partner Innovations
IBM OpenPOWER Client Solutions
Cloud
Big Data
GPU Acceleration
HPC
Power Bare Metal Offerings
IBM Data Engine for NoSQL
OpenPOWER HPC Server
IBM Power System S824L Server
Bringing innovation into Power Systems
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OpenPOWER positively impacting the Power Systems business
New business model designed to drive incremental sources of revenue and profit
Allows IBM to compete in new and emerging segments
Brings OpenPOWER innovations to new Power Systems
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Questions?
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