January 16, 2013
With Help From Fusion-io, Facebook’s Data Centers Are Going All Flash
Today, Fusion announced that its latest product, Fusion ioScale, which has been available to existing customers like Facebook for a while, is now generally available to new customers as well. The implications for data centers aren’t trivial. I talked with CEO David Flynn about this last week and he summed it up to me simply: Data centers are going all flash. Hard drives are on their way out. Get used to it.
July 15, 2012
OCZ got hammered after the earnings call so I went ahead added a boatload…earnings for FIO in 30 days. One analyst predicts $95m for the quarter with increased margins above 54%*. That equates to FY12 of $347.7m in revenue. I believe the FY12 number will be closer to $400m and the margin will be slightly less — here is the YTD chart for FIO compared to OCZ.
FIO/OCZ YTD CHART
One expert I spoke with said the FIO/Princeton announcement about seamless memory w/ HSM applied is more marketing spin than technology innovation. But my feeling is the horse is out of the barn on this announcement which was lead by Princeton University. Net Net: Rick White still owns the flash mindspace — no one even comes close.
In other not random news:
- A buddy of mine is now at CORAID — he’s one of the most senior and respected pre-sales engineers in the storage space and his Rolodex is without peer. Carl Wright is making waves over there.
- Google just picked up some really ugly space on the western side of 101 and Informedika, my firm, got kicked out of our month-to-month lease recently — we were in the no-man’s-land east of 101 in that little corner tucked in between Moffett and NetApp.
- Traffic on both the 101 & 280 are misery this summer.
- Some friends just paid $1000 sq/ft for a condo in SOMA on the east side of 3rd street.
Conclusion: Silicon Valley (and the Bay Area in general) Is Back
*Courtesy of Andrew Nowinski. Copyright 2012 Piper Jaffray. All rights reserved.
March 22, 2012
GridIron Systems is making news this week about its new SAN-attached data accelerator called the TURBOCHARGER (can somebody please alert the marketing department this product name is reserved for automobiles engines?).
Anyway, the CTO is Som Sikdar — no introductions needed, right? Legend! Here are his views on flash:
March 20, 2012
MySQL and SSD: usage and tuning
In this talk, Vadim Tkachenko (Percona CTO) will cover Solid State Drives internals and how they affect database performance.
IO level benchmarks for SATA (Intel 320 SSD) and PCI-e (FusionIO, Virident) cards
to show absolute performance and give an idea on performance per $.
And finally how you can use MySQL and Percona Server with SSD,
what tuning parameters are most important and what performance may expect in real
Note from Steve: This show is a MUST for anyone thinking about solid state memory extensions or SSDs. Just take a look at the speakers, sponsors, and exhibitors!
March 13, 2012
By using a small cluster of ten IBM xSeries servers, IBM’s cluster file system (GPFS), and by placing file system metadata on a new solid-state storage appliance from Violin Memory, IBM Research demonstrated, for the first time, the ability to do policy-guided storage management (daily tasks such as file selection for backup, migration, etc.) for a 10-billion-file environment in 43
minutes. This new record shatters previous record by factor of 37. GPFS also set the previous record in 2007.
February 20, 2012
Violin Memory – All Flash Memory Arrays Seeing Increased Interest
Violin Memory is a privately held emerging player in storage, offering all SSD Flash storage arrays for primary data. Violin’s storage arrays connect to servers and provide significantly improved performance over traditional HDD/SSD hybrid storage arrays. The company’s solutions are used in environments that require high power and capacity with little to no latency. According to Violin, its SSD arrays can help accelerate the performance of applications in database environments (for reporting and transaction acceleration), Web servers, scientific computing (HPC), and Tier 0 storage. In June of 2010, Violin acquired Gear6, a company focused on Memcaching, a distributed memory caching system for web and cloud environments, which helps increase utilization among server and storage assets. The company has key strategic relationships with Toshiba (a supplier of its NAND Flash) and Juniper, who have each made significant investments in the company over the past several years.
Violin’s go-to-market strategy consists of its direct sales force, key VARs, and co-branded joint-selling agreements with HP (to compete against Exadata) and IBM to deploy IBM’s GPFS file system in clustered, scale-out environments. Violin’s solution is seeing significant interest in databases running Oracle, DB2 and SQL. Violin has previously stated that it expects to exit its current fiscal year (ending in January 2012) with $100mm in trailing revenue, with a go forward run-rate of $40 million-$50 million per quarter. We believe the company is looking to fill out its solution set with feature-rich software and could look to acquire new point products or develop these capabilities internally. Violin’s technology already includes data management tools but the company seems to be looking at adding increased features and functionality over time. We believe that both all-flash memory arrays and flash-based PCIe-based server storage represent the next wave of technologies that are altering the landscape of the storage industry. We believe that customers can find compelling use cases for these solutions and that Violin Memory (as well as companies such as Fusion-io) will continue to gain share within this growing market.
(Copyrighted Material from Barclays Capital Equity Research)