1、July 2010 Bick Group and NuParadigm 2010Page 1 May 2010From Data Center to Cloud:The Future of Bick VenturesAN OVERVIEW OF BUSINESS PLANJuly 2010 Bick Group and NuParadigm 2010July 2010 Bick Group and NuParadigm 2010Page 2 OUR HERITAGEHeritage:Founded in 1964Jim BickExpertise:Mission-critical infras
2、tructureValues:Employee Fulfillment,Client SolutionsJuly 2010 Bick Group and NuParadigm 2010Page 3#1 BEST SELLING BOOK ON CLOUD COMPUTING#1 MOST READ BLOG ON CLOUD COMPUTING#1 MOST LISTENED TO PODCAST ON CLOUD COMPUTING WITH OVER 10,000 LISTENERSOBLIGATORY CREDIBILITY SLIDEJuly 2010 Bick Group and N
3、uParadigm 2010Page 4 OUR CLIENTSJuly 2010 Bick Group and NuParadigm 2010Page 5 OUR VALUEFACILITY SERVICESBuildMACProduct SalesMonitoringEmergency RepairPreventative&Managed MaintenanceFACILITY STRATEGYFacilities AnalysisCapacity PlanningEnergy EfficiencyFacilities ProgrammingFacilities DesignIT SERV
4、ICESVirtualizationMigrationNetwork DesignImplementationProduct ExpertiseProcurementIT STRATEGYBusiness Alignment Insource/OutsourceBusiness ContinuityDR StrategyCloud AdoptionCloud DevelopmentComprehensive Data Center SolutionsJuly 2010 Bick Group and NuParadigm 2010Page 6 AREAS OF EXPERTISECLOUD AR
5、CHITECTURECLOUD SECURITYCLOUD DATACLOUD STORAGECLOUD DEVELOPMENTJuly 2010 Bick Group and NuParadigm 2010Page 7 WORLD DATA CENTER GROWTH($Billions)$12$14$17$20$2520072008200920102011CAGR 20%Growth of data center development shows no sign of slowing.Bick is now positioned to begin to participate in th
6、is explosive growthJuly 2010 Bick Group and NuParadigm 2010Page 8 FACTORS PROPELLING THIS GROWTHOn-demand expectationsExponential growth in data volumeIndividuals,households,businesses,governments and other organizationsincreasingly require universal access to real-time data and in formats that areu
7、seful,resilient and secure.Proliferation of devices,online commerce,Web 2.0 services,and businessrequirements ratchet the production of data and its storage,transmission andutilization higher and higher.July 2010 Bick Group and NuParadigm 2010Page 9 THE NEXT WAVE PROPELLED BY CLOUD COMPUTING“Cloud C
8、omputing:Just Another Online Fad or the Biggest Revolution Since the Internet?”“Amazon,Others Explore The Cloud For Medical Research,Health Care”“Cloud Computing Prices Announced by Microsoft”“How Cloud Computing is Changing the World”“Future Forecast:Cloud Computing Brightens Healthcares Dark Skies
9、”July 2010 Bick Group and NuParadigm 2010Page 10 AND THAT WAVE IS NOW BREAKING.REAL APPLICATIONS,TOP-LINE RESULTSJuly 2010 Bick Group and NuParadigm 2010Page 11 HYPE WHAT HYPESource:Gartner ResearchJuly 2010 Bick Group and NuParadigm 2010Page 12 Capacity:Compute,Storage,IT Labor,Real EstateTimeTradi
10、tional ProvisioningCloud ProvisioningActual UsageWith the cloud,you use and pay for only what you need.Capital ExpenditureCapital ExpenditureCapital ExpenditureCapital ExpenditureCapital ExpenditureUnderutilized but still have capacity expensesNot enough capacity,increased costs and dissatisfied cli
11、entsECONOMICS OF THE CLOUDJuly 2010 Bick Group and NuParadigm 2010Page 13 Prediction“Over the next five years,IDC expects spending on IT cloud services to grow almost threefold,reaching$42 billion by 2012 and accounting for 9%of revenues in five key market segments.More importantly,spending on cloud
12、 computing will accelerate throughout the forecast period,capturing 25%of IT spending growth in 2012 and nearly a third of growth the following year.”Actual“Cloud services had a stellar year,with revenue on pace to exceed$56 billion this year,an increase of 21%from a year ago,according to Gartner.Th
13、at is in light of a broader decline of more than 5%for the information-technology industry.The cloud market is expected to reach$150.1 billion by 2013.”Wall Street Journal Cloud computing,virtualization still strong October 28,2009July 2010 Bick Group and NuParadigm 2010Page 14 CLOUD COMPUTINGCloud
14、computing is a new form of delivering IT services that takes advantage of several broad evolutionary trends in information technology,including the use of virtualization,the Internet as a core network supporting connectivity,advances in automatic self provisioning,and web services.July 2010 Bick Gro
15、up and NuParadigm 2010Page 15 Essential BenefitsDescriptionDecreased organizational frictionThe consumers world is radically simplified,they no longer need to worry about equipment ordering and sustainment,security,fault diagnosis,overhead required for system operation and capital budgeting.Signific
16、antly increased efficiency in capital deploymentProviders computing resources are pooled to serve multiple consumers using a multitenant measured service model,with different physical and virtual resources dynamically assigned and reassigned according to consumer demand.This model more efficiently s
17、hares the investment and makes much higher utilization possible.For instance,if the utilization goes from 8 percent to 85 percent the effective cost of a given CPU cycle goes down by roughly 90 percent.On-demand Rapid elasticity increases agility and flexibilityCapabilities are automatically expande
18、d or contracted as required.Consumer can unilaterally provision computing capabilities as needed without interaction with the service provider.July 2010 Bick Group and NuParadigm 2010Page 16 CLOUD SERVICE MODELSJuly 2010 Bick Group and NuParadigm 2010Page 17 CLOUD DEPLOYMENT MODELSJuly 2010 Bick Gro
19、up and NuParadigm 2010Page 18 TECHNICAL PLAYPaaS+SaaSThree Economic DriversIaaSCo/LoDensityReuse+Sharing(Increased Utilization)Ruthless Disintermediation of Equipment,O/S,and Virtualization VendorsEquipmentData Center121233OPEN SOURCE COREJuly 2010 Bick Group and NuParadigm 2010Page 19 The Economic
20、Effects of High Density Re-Design with Low Cost Whitebox Components on Total Costs Are Dramatic Two Very different Data Centers with Identical Fundctional Capacity Low Density Fully Equipped 100,000 sq.ft.facilityHigh Density Fully Equipped 4,162.5 sq.ft.facility Rack capacity 3,330 166.5Core Capaci
21、ty319,680319,680Technology Investment Cost per Core255,744,00063,936,000 Network Costs26,640,00032,000,000 Storage Costs12,000,0006,000,000Total Equipment Costs294,384,000101,936,000Total Facility Investment84,995,0003,912,750Total Investment379,379,000105,848,750Difference in Investment for Identic
22、al Capacity273,530,250 Percent reduction72%Total Operational Costs29,063,47218,824,050Difference in Annual Operating Costs for Identical Capacity10,239,422 Percent reduction 35%July 2010 Bick Group and NuParadigm 2010Page 20 First of all the market in China is of staggering potential and is just com
23、ing awake.At the current maturity level Cloud sales should already be$6 billion USD annually,But,importantly.there are a number of structural impediments to Cloud here which mandate a different approach to the market opening up a unique opportunity by providing a truly Chinese solution.IF THIS IS PR
24、IMARILY A CHINESE FOCUSED START-UP WHAT IS UNIQUE ABOUT THE CHINESE MARKET NEEDS?QAJuly 2010 Bick Group and NuParadigm 2010Page 21 For the foreseeable future the telecom industry will be dominated by the national franchises of China Telecom and China Unicom.Any national strategy must recognize that
25、telecom/bandwidth expenses here will remain high and that any approach to the public Cloud should include these players either directly or through one of the nationwide wholesale CO/LO aggregators.SO WHAT ARE THE UNIQUE CHINESE MARKET CHARACTERISTICS?QAJuly 2010 Bick Group and NuParadigm 2010Page 22
26、 1.The huge SME/SMB market is underserved by computing,any successful strategy needs to address this need.2.Community Clouds are viable within high tech zones and within certain market niches.3.The enterprise has significant interest in implementing private Clouds with dedicated bandwidth or even in
27、ternal to their own IT infrastructure as a way to hold down costs.OTHER UNIQUE CHINESE MARKET CHARACTERISTICS?QAJuly 2010 Bick Group and NuParadigm 2010Page 23 Existing virtualization products are high cost in China,delivered with uneven quality and are generating resistance to repeating the cycle o
28、f overt dependency on western companies for the entire platform.A play that creates an independent and appropriately Chinese focused product will win a significant portion of the potential market,projected to start growing rapidly this year and reaching$8-12 billion per year within 3-5 years.ANY OTH
29、ER IMPORTANT ATTRIBUTES TO THE CHINESE MARKET?QAJuly 2010 Bick Group and NuParadigm 2010Page 24 CREATE AN ECO-SYSTEMCritical eco-system components:A Chinese branded solution using Bick Ventures integrated hardware and software technology for implementing an open source Cloud.The product will be a Ch
30、inese product heavily localized and customized for the Chinese market emphasizing IaaS,localization,regional and community players.(Software Parks,HTZs,and University Research Activities)Create a Chinese EJV to contain and deliver the product.Create a national Cloud eco-system using one or more of t
31、he telecoms,a specialty DC player and/or the leading wholesale aggregatorsBuild national strength in partnership with a major Systems Integrator with forward looking visionSeek government alignment and help wherever possibleJuly 2010 Bick Group and NuParadigm 2010Page 25 DRIVING GROWTHBenefits to Ch
32、ina:Economic development jobs in construction,operations and the entire ecosystem of IT professionals who will be attracted to the regionPromote and sustain growth through capital investment in the regionSignificant Regional Growth the Cloud is the future and provides tremendous economic leverageJul
33、y 2010 Bick Group and NuParadigm 2010Page 26 DRIVING GROWTHBusinesses and government agencies gain:Flexible,scalable,and secure IT services that can respond quickly,expand as neededEfficiencies of the cloud to automate routine processes,and increase effectiveness of delivering servicesPay-as-you-go
34、operating expense that scale in direct proportion to the business(a shift from high-risk,large-scale capital investment)Speed:instantly availableJuly 2010 Bick Group and NuParadigm 2010Page 27 SECONDARY EFFECTS OF THE CLOUDLocation of assets are irrelevantCommodity architectures have huge cost advan
35、tages with high cost effectiveness,agility,flexibility.Existing infrastructure is rendered obsolete,almost overnight.High Density provides significant improvements in capital efficiency.A data center with twice the computing power,has half the land and building investment per CPU cycle and many othe
36、r investments track lower as well,such as racks and cabling.The dramatic change in capital efficiency drives a significant decline in existing DC value per square foot.Interoperability at higher levels in the stack drives further commoditization from disk drives,monitors,CPUs to networks,network con
37、nectivity and operating systemsJuly 2010 Bick Group and NuParadigm 2010Page 28 Key Resistance Factors for CLOUD UtilizationFear of Vendor Lock-in-once moved into the Cloud,does the vendor have too much control of our data,systems,and future?Lack of Support for Legacy Architectures-it can be very exp
38、ensive to convert existing applications to run on the Cloud.Security/Trust am I protected from theft of data,operating interference,sabotage,and computing resource abuse.SLA/Controllability do the Cloud systems provide sufficient SLA guarantees and a manageable framework.July 2010 Bick Group and NuP
39、aradigm 2010Page 29 SPECIFIC ADVANTAGES OF THIS NEW MODELLocal leverage of communities,government and UniversitiesIncreased Capital efficiencySimplicity for consumerProduct available for private clouds that is identical to the public cloud enabling symmetric deploymentsIncreased flexibility for DC c
40、onsumers/service providersImproved cost effectiveness over traditional CO/LOEnhanced controllabilityExisting service providers cannot play across this market segment since they have chosen proprietary services only solutionsJuly 2010 Bick Group and NuParadigm 2010Page 30 CLOUD IS THE FUTURE OF THE D
41、ATA CENTERThe Future Requires:Security:control of data,virtual machines and accessVirtualization is the key to deployment,control,and reuseImproved utilization is key factor in success:8 percent to 85 percent utilizationUltra high-speed network/bandwidth availabilityAdvanced power&cooling technology
42、 in the facility Extremely high compute and storage densityEase of management and monitoring tools are critical to successJuly 2010 Bick Group and NuParadigm 2010Page 31 Data Center to Cloud ComponentsFully Integrated Hardware and Software SolutionExtraordinary focus on localization and ease of impl
43、ementationAddress security concerns:Secure multi-later networking schema supporting enforceable domain separationPhase 1 rack design with high density storage and compute,Phase 1 densities 1380 cores per rack;1.0 petabytes useable storagePhase 2 will push densities higher using components currently
44、being testedHardware provisioning and control layerOpen source IaaS with licensed control layer based on an extended version of Eucalyptus and tested support for Windows and Linux VMsSelf-configuring components of network and virtual private data centertImplementTECHNOLOGY PLANJuly 2010 Bick Group a
45、nd NuParadigm 2010Page 32 ESSENTIAL CHARACTERISTICSSelf Service ProvisioningRapid ElasticityMetered Service/Pay as you goResource PoolingAPISERVICE MODELSInfrastructure as a service(IaaS)Platform as a service(PaaS)Software as a service(SaaS)DEPLOYMENT MODELSCommunity CloudPrivate CloudHybrid CloudPu
46、blic CloudBroad Network AccessJuly 2010 Bick Group and NuParadigm 2010Page 33 External Demand DriversNuDaemon Control and MonitoringExtensionsTECHNICAL PRODUCTPaaS IaaS Eucalyptus,XEN or KVM,and ESXI:Extended Open sourceOpen to Selection for Phase 1:-Storage although currently headed toward ZFS on O
47、EM Platform:May require integration or middleware abstraction-Final provider of High Density PlatformUnfinished:-Portal,eCommerce integration(unstarted)-Chinese compliant security anchor-Two external products require localizationEquipment1SaaSStorage Compute Management and controlPortal and eCommerce integrationDevelopmentSIApplicationsSecurity Store and Data CacheMonitoring and Control Software
