Wednesday Links

Lots of little things that I thought I would quickly blog about..... data center news has been pretty heavy lately and I'm just catching up.

• My data center stock index was up today almost a whole dollar from the previous day. I started it back in October, so I thought I would finally make a graph just to show the ride it has taken since then. It closed today at $19.48.

• This is a month old now, but I still found it pretty interesting -- "Why IT Colocation Centers will see a boom in 2009 despite the Macroeconomy".

• Anyone looking for a project plan for building a data center -- here is a good read, plus a benchmark against one of the best: Digital Realty Trust.

• I was pretty bummed about the news that Microsoft is postponing the West Des Moines data center. However.... it is just 'postponing' it, not scrapping it. I guess we'll just have to be patient.

• I've been reading and watching the news about Cisco EnergyWise .... more on that in a separate post. Meanwhile, check out this good article from IBM's Forward View: "ROI: Extending the Benefits of Energy Efficiency"

• Finally -- I thought I would share a bit of humor -- as a fan of The Matrix trilogy, I thought this video was pretty funny: The Matrix Runs on Windows
  

Colocation Crisis?

CIO Magazine blogger Michael Bullock proclaims "Data Center Colocation Crisis: Act Now or Pay Later". While I liked his article, I'm not sure I totally agree. Now....I don't have access to all of the analyst opinions and statistics that might sway me to think differently, but....

The one thing that I do certainly agree with is that if a company is looking for colo space, NOW is the time to get it. He mentions rapidly rising prices in England and New York and that the 3 things driving the coming storm are shrinking supply, increased demand, and infrastructure limitations. He continues with some nice pointers if a company wants to build their own facility and hits a little bit on my favorite topic: Data Center site selection.

Check out the article here

Omaha Wind Power

Just a quick link to a story about the Omaha Public Power District announcing a new initiative aimed at increasing renewable energy. The goal is to have 10% of its electricity produced by renewable energy sources by the year 2020 - mostly wind power. The green initiatives by OPPD and Nebraska will help to lure in companies, such as Yahoo, who is building a data center in La Vista, NE.



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Cisco Cisco Cisco!

Cisco Cisco Cisco!!! ....said in the tone of a Brady Bunch "Marsha Marsha Marsha!"

Cisco certainly has had the spot light for some time now and certainly shows no sign of slowing down. Many have stated that economic recessions will foster tremendous innovation, and I think John Chambers got a head start on that in 2008. 2009 is full-steam ahead. They recently announced that they were venturing outside of their core market, by entering the server market (NY Times | SF Gate).

I honestly don't know what to think of the announcement just yet. I don't think IBM, HP and Dell will be as upset as some are making it out to be, but it will be interesting to watch. Chambers mentioned at C-Scape that their 2009 acquisitions will be scrutinized a little more and there may not be as many executed as in years past. With $26 Billion to spend, there are plenty of options:

1. EMC - I just don't think so. It's been analyzed and blogged to death, but I just don't see it.
2. Sun Microsystems? -- Maybe; but if I had to guess, I don't think that would happen.
3. Netapp? possibly. MarketCap is $4.49B and if Cisco makes 4 or 5 acquisitions this year that could be a good fit. Very solid company, large customer base (many Internet companies as well), and Cisco has pushed storage networking technologies for some time.
4. Rackable? With a MarketCap of $116.57 Million it is pocket change for Cisco, but could work. In the Unified Computing blog post Cisco CTO Padmasree Warrier talks about eliminating "manual integration" and I wonder containers are in the picture somewhere. Purchasing Rackable would give Cisco the commodity hardware for their servers and the ICECube to package their servers, storage and network gear into.

Padmasree mentions "open standards" a few times. I wonder if we'll see some announcement with Cisco and Eucalyptus - the open source cloud computing solution. I would hypothesize about a cloud computing company acquisition, but there are too many think of at this late hour. To me, the smart move would be to buy a company that specializes in cloud computing / virtualization security.

Padmasree Warrior may have a new job soon though -- as she is one of two candidates for the first U.S. CTO position.

GreenTech 2009

I didn't make any predictions for 2009, but a some what obvious one is that renewable energy sources and Green technology for the data center should certainly have a good year. I have a number of items I have been saving up for GreenTech and the data center that I found to be pretty interesting:

• This quick announcement should impact data centers in 2009: ASHRAE and an alphabet soup of other groups are forming a consortium to advise the DOE on high-performance building issues.

• Treehugger.com always has good articles -- just too much for me to keep up with. They reported last week on a Yale Environment 360 opinion piece about the US as a renewable energy world leader.

• Treehugger.com : 76% of Federal renewable energy support went to Ethanol in 2007.

• 500 MW Wind Farm in Iowa Announced

• There was an interesting article about pressure in gas pipe lines to power London. A UK startup works with National Grid to generate 20 MW using 'geo-pressure' by 2010.

• Last Wednesday it was announced that the DOE invested $6 Million to address the technical challenges of wind development and market acceptance barriers.

• This weekend Intel unveiled its first solar electric installation in New Mexico. They hope the "array will demonstrate the potential to power such things as data centers." There was also a mention of containerized data centers:

  "He also said experiments will be done under the solar array with containerized data centers, in which computers are racked inside a tractor-trailer rig-size container. For example, a filmmaker might want to have a computer graphics system on site during a shoot, Miner said."

Containers, The Economy and Telecom

OK-- bad title maybe, but I wanted to avoid the "Tuesday Links" vagueness.

Containers -- for anyone that has followed this blog for a while knows, I am fascinated by containers. Initially I just couldn't figure it out, but through Sun, Rackable and Michael Manos I am fully on board now. Although..... now I am racking my brain for the non Microsoft / Fortune 200 idea that makes the container solution applicable to the rest of us. More on that later.

The video that Data Center Knowledge posted last week was really excellent. I watched the full hour and appreciated the knowledge and insight provided. My highlights/comments:

• It was interesting to see some new things come into the site selection and data center equation: jurisdiction for placing containers and the classification of the space. Daniel Costello from Microsoft noted that they were able to classify theirs as "unoccupied spaces".
• Focus can shift quickly to container solutions for the rest of the infrastructure as well -- what about the emergency need to ship a container somewhere and have an equally quickly deployed power solution available? (i.e.: Active Power)
• The one thing that would have been hilarious (to me) for an audience member to ask is what the panel thought about putting containers on cargo ships. :)
  

The Economy -- All eyes are on the economy now days and President-elect Obama's plans in the making. I personally think the data center industry is going to pull through the recession just fine and GreenTech within data centers should really blossom in 2009. I ran across a video from Financial Times that I thought was interesting; it compares the worst bear markets in history and how they were punctuated by rallies that made a lot of money for those lucky enough to time them correctly. Global Crossing also had an interesting blog post recently about Stimulating Ideas - commentary about telecom investment ideas from Paul Kouroupas. There was also a nice story early last week in the New York Times about Venture Capitalists and how innovation will continue to drive the technology industry out of the recession. The last paragraph is especially interesting:

“Cisco was founded two weeks before a stock market crash. Oracle was founded during the Reagan recession,” Mr. Holland said. “In bad times, that’s when the best opportunities come up."

Telecom -- Level3 is off to a good start in 2009. Rob Powell at the Telecom Ramblings blog speculates why they have been doing so well. Fourth quarter and full year 2008 results are set to be released on February 11th. If my math is correct 4 VPs and the CEO of Level3 sold 23,265 shares January 5th.

View the full LVLT chart at Wikinvest

January Cloud Report

I promised myself I wasn't going to make any more blog posts about cloud computing. Hopefully my New Years resolutions will last longer.

I really don't want to get into the topic too deeply, but it is the cause for me not making any blog posts most of this past week! I have been too busy reading other blogs and thoughts & videos on clouds!

Here is what I do believe on the topic:

1. Cloud Computing is still around 60+ percent marketing hype.
2. I believe about 60+ percent of the article Chuck Goolsbee wrote on clouds.
3. I think 2008 over-hyped the cloud, but 2009 and the economy have a chance to filter out the fluff and leave the companies and technologies that truly have a chance to make a difference.
4. I believe the post from Irving Wladawsky-Berger is (still) a very good definition/discussion of cloud computing.
   
5. I think the security aspect of virtualization and cloud computing needs some serious attention (i.e.: well.... i.e. most everything Christofer Hoff points out)

I never wanted to do the typical 'definition' of cloud computing, because it seemed so much beyond a simplistic definition. However.... I ran across a video that I have to admit does a pretty decent job. The convergence of 3 things: virtualization, utility computing, and Software as a Service.

Anyway .... I really don't want to offer anymore commentary; because what I have been so busy reading the past few days is pretty interesting to follow. Here is the path I took:

1. GoGrid Blog -- CloudCenters
2. Michael Sheehan's response to the Chuck Goolsbee article on SearchDataCenter.com
3. Silicon Alley Insider: once again proving that 'Cloud' and 'Internet' are synonymous.
4. The Wikipedia page for Cloud Computing: proving that it is an amazingly broad concept.
5. Thinking out Cloud: commentary from Geva Perry on appropriate use and analysis of CapEx and OpEx in infrastructure comparisons. I really liked this one.
6. James Urqhart -- further commentary on Amazon AWS, GoGrid and IaaS.

"IF" I post any more on Cloud Computing I am going to limit it to the data center aspect only.

2008 Data Center Statistics

A lot of people reference statistics this time of year. Many will cite Tier1, Forrester, or Gartner...... me; I'll cite the only thing I have access to: Google. Google Zeitgeist is always interesting to look at and is usually a pretty good indication of what happened throughout the year. Here are some other random statistics that pretty much speak for themselves. Meaningful? Maybe. Maybe not.
Enjoy.

First - the "data center" vs. "data centre" in Google Trends (shows a trend of how often the term is searched in Google).
Next - Google and Microsoft data center projects were both big 2008 stories; here is how they compared in Google Trends:
Proof that Google has ALL of our personal search data, they have at least let us look into the aggregated data with Google Insight for Search. For instance, here is the chart and data for the category of "networking equipment" -- showing that 'cisco', 'router', and 'wireless' were the top 3 search terms in that category.

An Insight search for the term "data center" shows that Pakistan, India and Singapore are searching for that term the most. Equally interesting is the data for just the U.S. that shows top regional interest for "data center" coming from South Dakota!

Finally - here is a look at Equinix, Savvis and Terremark in 2008 U.S. Web search Volume.

One To Watch: Digital Realty Trust

Raymond James' financial advisors has released their 2009 "Analysts' Best Picks". These 15 stocks are expected to produce superior overall results during the upcoming year. Digital Realty Trust made the list for 2009 and I personally agree that they should have a pretty good year. I think it might be a slow start however with the current economy and then really shine later in 2009.

Check out the press release here, and an article with the stocks listed here.

A look at 2008 for Digital Realty Trust (DLR) is below.

View the full dlr chart at Wikinvest

2008 Review

I feel somewhat obligated to do an end of the year post. It's in fashion, it's that reflective time of year, and well....why not. I've been saving up a bunch of items, so here we go.....

First - there have been any number of '2008 review' articles and blog posts, but here are some of my favorite year-end stories:

• MIT Technology Review: The year in Computing
• CIO Magazine: The Top 10 Cisco Stories of 2008
• Seeking Alpha: What's Next for the Colocation Sector?
• Data Center Knowledge - Top 10 Stories of 2008

The big story of the year (for me anyway) was the Iowa floods in June. I witnessed a lot during those few weeks/months and was very fortunate to not be directly affected. I saw both good and bad business continuity plans being executed and came out with a number of very valuable lessons learned.

I am a big picture person. I like to see the 10,000 foot view and then analyze the heck out of it to the associated impacts, outcomes and possibilities. A short while back I ran across a report from the National Intelligence Council titled Global Trends 2025: A Transformed World. Although I didn't read the entire 120 pages, here are some things that stood out to me:

• Page 33: ".... nine factors can contribute to a modern National Innovation System: fluidity of capital, flexibility of the labor pool, government receptivity to business, information communication technologies, private sector development infrastructure, legal systems to protect intellectual property rights, available scientific and human captial, marketing skills, and cultural propensity to encourage creativity."

• Page 40 has a an interesting map showing world population by age range, in 2005 and 2025.

• Page 63 has a chart breaking down likely energy sources (coal, gas, hydro, oil, nuclear, biomass, others) from 1980 to 2025.

In October I started tracking data center stocks a little closer. I created a Google spreadsheet and used the capitalization-weighted method to make an index of the stocks I chose to track. The stocks are all data center industry companies and I post regular updates for what the price is as often as I can. It started in October at $23.13 and closed today at $19.63

I have a few million feeds in my Bloglines account. I removed a couple dozen the other day and need to work on prioritizing what I read in there. My favorite new blogs that I am reading are:

• Stevey Clayton : Geek in Disguise
  
• John Gannon - Yet Another VC Blog
  
• Errata Security
  
• Microsoft Data Centers
  
• Gianpaolo's blog
  

This blog had a pretty good year overall....the biggest problem is just finding the time to sit down and write. Coverage of the Michael Manos speech at the Spring Data Center World conference was by far the most read post of the year. Much of this was due to a link from the popular blog by James Hamilton. I was happy to see that my Data Center Site Selection white paper from 2007 had the second highest number of visits. The top states that visited my blog (in order) were California, Iowa, New York, Texas, Washington, Illinois, Virginia, Massachusetts, Florida, Nebraska, and Wisconsin.

As many of you know, I live in Iowa and am a big advocate of the upper Midwest. Iowa had a lot of activity in 2008 with the Google data center in Council Bluffs, the Microsoft West Des Moines announcement and TEAM Companies making several announcements (opening Madison data center and breaking ground in Des Moines).

On to 2009!!

Data Center Containers were a huge story in 2008 and I think that will continue in 2009. I saw the Sun Blackbox again this year, and the Rackable Icecube at Data Center World. I have a number of posts in mind to review and analyze containers, but more on that later...

A few blog posts back I mentioned that video was going to be the killer app. While this is not any big revelation I realize, I think it has been a gradual thing that has many side affects and will continue to grow rapidly in 2009. I've read things about Cisco really attacking the home entertainment market, YouTube , Hulu , Joost , Vimeo and others had great years, and the infrastructure market to support video distribution is growing. The CDN market (I believe) is set to have a great 2009 and we may see some M&A action here. Video podcasts (or what ever you want to call them) are growing in number as well. Some of my regulars include:

• Cisco TechwiseTV
  
• TED Talks
  
• Google Tech Talks
  
• Hak5
  

Kevin Rose from digg.com cut the cord and ditched cable in favor of the Internet, TiVO and Netflix. TiVO recently announced that they will offer the ability to watch YouTube videos on TiVO. I got an iPhone about a month ago and have to say....it is the best cell phone I have ever had. I mention this because I discovered I could use qik.com on it and find the application and streaming video ability pretty amazing. The end result though....bandwidth is going to HAVE to get better in 2009!! More on this at the New York Times article about Internet usage growth.

Happy New Year!!!

Inspiration is for amateurs ; the rest of us just show up and get to work.
-Chuck Close

HP POD Presentation

Just a quick link to a presentation I ran across on the HP POD (Performance-Optimized Data Center). For some reason I always forget that they entered the container market and that it is a decent solution. As it seems to be a blogger reqirement, I am working on an end of the year blog post and you can bet containers are a big part of it.

The PDF is from Eva Beck from EMEA Hewlett Packard. Check it out here.

Merry Christmas!

M e r r y C h r i s t m a s !

Monday Links

My data center stock index was fairly steady last week, but closed down today, at $19.20. The Dow Jones Internet Composite Index tracked similarly and closed today at $58.83.

Here are some other items of interest I have run across recently:

• Wachovia initiates coverage on Data Center Space. "We believe the network neutral data center space represents a relatively safe derivative way to play on the continued growth of IP and internet traffic."

• Reuven Cohen has a very interesting blog post: "Cloud Interoperability and The Neutrality Paradox.

• Matt Stansberry has the Biggest Stories of 2008 article.

• The Seeking Alpha blog has a very nice write-up on the Equinix presentation, given with Dan Golding from Tier 1 Research: Operating Today's Data Centers & Key Industry Trends That Will Affect Your Business. This is a very nice presentation with some really good insights to supply and demand for the industry.
  

• As some of you know.... I have a pretty strong side interest in data center site selection. So much so I published a white paper on the topic last year. I am a visual learner, so I love having all of the maps of the U.S. for natural disasters and other things. I have started to work on a second version of the paper and recently found another map that is interesting. The International Journal of Health Geographics recently published some new research: Spatial patterns of natural hazards mortality in the United States. The paper "examines the spatial patterns of natural hazard mortality at the county-level for the U.S. from 1970-2004 using a combination of geographical and epidemiological methods". Click through to the PDF to see the various maps.

• DataCenterKnowledge has a nice video of the uber-awesome SuperNAP in Vegas.

• Even Bigger Nightmare on Tech Street

Data Center Videos

Backing up my statement from the Cisco C-Scape post that Video is indeed THE killer app, here are a few data center favorites:

• Episode #40 of Cisco's Techwise TV is out today. Switching Secrets for Multimedia

• Cisco: Understanding the Latest Secuirty Trends in an Evolving Landscape

• DataCenterKnowledge: Inside the HP POD container
  

• Intro to FCoE by EMC

• Layered Tech TV - Episode #1. AP - you'll have to tell me about the bet you lost. :)

• FORTRUST on a local news segment in Colorado. I love it when news anchors have absolutely ZERO idea what a data center is.

• Here is one for the what "not to do" file in employee training.

Dell's Containerized Data Center

Just a quick link to an article at The Register about Dell's recent entry to the container market. I think Dell has really thought this through and not just delivered a basic container, but a solution to the needs expressed by their clients.

The Register has some nice facts about the product, and an additional picture I had not seen before of a cutaway view of the container.
Check out the article here

Cisco C-Scape 2008

As I mentioned last Sunday, the Cisco C-Scape was held (virtually) last week. Due to a few too many things going on at work I couldn't attend in real-time, but I did go back and view a couple of the archived videos. Here are just a few of my thoughts/notes on C-Scape and a press-filled week for Cisco:

• My favorite C-Scape session was what CEO John Chambers said was his favorite as well -- Closing Q&A. I think John handled the questions quite well, and I can only imagine the pressure of being CEO of such an enormous company and getting bombarded day in and out with share holders, press and analysts. He mentioned that a week or so back he met with approximately 80% of Cisco share holders and said that their expectations for Cisco in the coming year was to be 'dramatically more aggressive (but don't mess it up)', even though the financial markets and overall outlook is set to be somewhat gloomy. He mentioned that their most aggressive investments will be in China and India, while still looking into Mexico and Brazil. John was asked what 'type' of company Cisco will be in 2012. He gave an answer that any good CEO would, but basically said that they have the "architectural play" and that their strength is in "the network is the platform".

• Bloomberg had an article last Tuesday about how Cisco may be a winner in the Obama plans for Infrastructure plays. Economist James Galbraith, a Democratic adviser, recommends spending more than $900 billion. "Just as the highway program moved the U.S. into a new era in the 1950's, technology companies such as Cisco expect the federal government will now lead the way to an information-based economy." Check out the Bloomberg article here

• Dec. 10th: Yahoo's Tech Ticker interview of John Chambers.
  

• Douglas Gourlay had a nice video about Data Center 3.0.
  

• Video IS the killer application. I can attest that watching videos on the computer has increased dramatically for me in the past year. The number of video's linked inside this post alone are a testament to the statement. Cisco is also increasing the use of videos as a basic communications form via informal (in their cubical) short videos, and the TechWiseTV podcast.
  

• One of my favorite bloggers and now Cisco employee with a really long title, James Urquhart has an article on Cnet about a Maturity Model for Cloud Computing . His title is "Marketing Manager/Technology Evangelist for Data Center Virtualization at Cisco Systems, Inc." :) I'm starting to agree with Larry Ellison and Christofer Hoff -- just what exactly is "the cloud" again? I think we should just go back to calling it "the Internet". James does have a very good article however and true to my ITIL roots he references a maturity model that actually does do a good job of explaining how a company might mature towards this mythical "cloud" of computing power.

• Finally; The Annual Cisco Security Report is set to be released today..... should be interesting

The Lego Cloud

Christian Belady and David Gauthier from Microsoft have started a blog on Microsoft data centers. They start off with a bang by building on the Michael Manos blog post about Generation 4 data centers. Christian and David sit down with Adam Bomb from the Edge Technet site and answer a fair amount of questions that came as a result of people reading the Gen4 ideas.

They talk about the fact that it is truely a modular solution for the entire data center, and not just the server containers. David mentioned legos as building blocks, so I couldn't resist the title to my blog post. :)

The only question un-answered that I can think of is about natural disasters. I would have to think that the containers are some how anchored down in order to protect against tornadoes.

The only other comment I'll make on this follow-up information is that David mentioned how much shorter the build time is for Gen4. Instead of 12-18 months for construction, they expect the Gen4 sites to be ready in 3-6 months! Christian then mentioned that they are 'piloting' the modular concepts, and pulling together specs, etc. Then...... earlier today I read a brief article from the Des Moines Register stating that the plans for Des Moines data center were still on track. The article says that construction is due to begin this Spring or Summer. I think that is enough time to really nail down the supply chain process and get those containers rolling into Des Moines! At the August press conference Michael Manos said “We are implementing a very new design that’s just coming out of our research and development department, so we need to get that finalized”. The other clue is that the Register article describes it as a "150,000 sq. ft. facility". I imagine this goes back to changing the entire model for a data center.... if they would have told the press they were building a 42-acre "yard" for containers they probably would have had some puzzled looks.

But.....if San Antonio is 470,000 sq.ft. and Chicago is 441,000 sq.ft - why is the Des Moines site only 150,000?

I'll be in Des Moines in a couple of weeks and see what other clues I can find on-site.

Level3 Cuts 8% of Workforce

As many have said now.... the economy will get worse before it gets better. Level3 announced that they are cutting 450 jobs in North America, about 8% of their work force. Maybe they should apply for a bailout. :)

Tech stocks in general were up today, as my data center stock index showed -- it was up $1.67 from just last Friday, closing at $19.87. The Dow Jones Internet Composite Index was up $2.76 from Friday, closing at $60.35.

As another indicator of tough times -- The Tribune Company, publisher of The Los Angeles Times and Chicago Tribune, filed for bankruptcy. I have to wonder if other major newspaper companies won't be far behind. The sale of the Chicago Tribune could mean the sale of the Cubs would be opened up to new prospective buyers.

In other tech news.... at least now we have a double-wide analogy to apply to containers. :)

The Week Ahead

It should be another interesting week for stocks and the market in general as the financial roller coaster continues. My data center stock index was up and closed the week at $18.18. The Dow Jones Internet Composite Index was up $5.22 for the week and closed at $57.59

I think traders should sell any telecom company stock associated with research firm Precursor. They released a report calling Google a bandwidth hog. It was just plain silly and I was glad to see that Google responded appropriately.

There are a few events happening this week, virtually, that I am planning on attending. The first is Cisco's C-Scape 2008. This looks to be pretty interesting and has a lot of the Cisco Senior and Executive VP's speaking. John Chambers will also participate! I saw the funny Nortel commercial today that talks about the Cisco "energy tax". I had not seen this commercial before, except in the parody done (moderately funny) below. Note there are 4 episodes all together on YouTube.




The other event I am looking at if I have time is "bMighty bOptimized: A deep dive on IT Infrastructure for SMBs." More information on it here.

It's also rumored that Microsoft will make some big announcement this week -- perhaps a Zune Phone. This Tuesday is also the last Patch Tuesday of the year and is supposed to be a pretty big one.


With any luck I will also get to the book review of Nicholas Carr's Big Switch. During the Thanksgiving break I was finally able to finish it. I really liked it and will do a quick review for anyone that has not read it.

Microsoft Generation 4 Modular Data Centers

Many people have commented and blogged on the recent post from Michael Manos about the Microsoft Generation 4 Modular Data Center strategy. I have watched the video about 5 times now and really like it. I especially like the fact that Microsoft is sharing this and giving so much information to the public about their strategies and countless hours of research.

If you haven't checked it out (are you living under a rock!), then it is VERY much worth the read. The post references a very nice video they produced to demonstrate some of the research and Gen 4 model for their data centers. It is complete with a piano soundtrack titled "Daybreak" (can't have a dramatic video like this without an appropriately named theme song. :) )

I do have just a few observations and questions that I thought I would log about the strategy, video and otherwise.....

• One of the most intriguing parts of the video, to me, was not mentioned in very much detail in the blog post. I liked the depiction of their distribution system for data centers: Mega data center, Anchor and Edge. I assume that the Mega data center feeds the anchors, and the Anchors then feed the Edge, which was comprised of the 4 basic containers. The Anchors could simply be a communication hub, since a lot of international fiber lines were drawn off of them.
  

• I am VERY excited that the Des Moines data center could potentially be the first Gen 4 data center. San Antonio was Gen 2, Chicago was Gen3 , so......

• I imagine this is just the details, but.... asset management could be simplified and streamlined for them as well. It looked to me like (in the video) that as the trucks were leaving the warehouse, they were scanned. It would be logical then also that they are scanned upon entering the edge or mega data center and the contents are automatically updated to note that the particular compute unit is now at that location.

• The biggest concern or question may just be a thing that I have to get past as the model for data centers evolves and advances. It may also just be applicable to this particular Microsoft strategy and not for others. Security! Natural Disasters! We see data centers built miles underground, have DoD-trained anti-terrorism staff, and have 3 foot thick re-inforced concrete. Yet, the video showed their mega data center with containers Outside!! I suppose security is established at the perimeter, and since the equipment is all inside the container there is no worry about privacy. As far as natural disaster prevention.....I'm stumped. Maybe they anchor the containers once in place. Maybe there are other measures in place that just weren't discussed.
  

• I also noticed that they discussed reducing the dependency on water cooling and overall use of water in the data center. I think this is a trend you will see more of in the coming years. Maybe they could put 3 or 4 windmills on top of each branch spine in the mega data centers.

• A question I had, and have had ever since containers have really taken off, is about the rest of world (not Google or Microsoft). How can radical design and engineering changes like the Gen 4 strategy apply to other business or the colo industry? The idea I have in my head for applying this to the colo industry, is something like what BastionHost is doing with their DataVille system. It's called HotParking, and is a BYOC (Bring Your Own Container) model. They provide the security and facility hook-ups, you park your container.

A year or two ago I was pretty skeptical about the whole container model and what, if anything, it could offer. Today, I'm fully on board....with questions....but on board.

THANK YOU Michael for publishing the information and to all the Microsoft Research staff for the excellent work.