I had the chance to attend HPE Discover last week by invitation from their influencer team. I wanted to see how HPE Networking had been getting along since the acquisition of Aruba Networks last year. There have been some moves and changes, including a new partnership with Arista Networks announced in September. What follows is my analysis of HPE’s Networking portfolio after HPE Discover London and where they are headed in the future.
Campus and Data Center Divisions
Recently, HPE reorganized their networking division along two different lines. The first is the Aruba brand that contains all the wireless assets along with the campus networking portfolio. This is where the campus belongs. The edge of the network is an ever-changing area where connectivity is king. Reallocating the campus assets to the capable Aruba team means that they will do the most good there.
The rest of the data center networking assets were loaded into the Data Center Infrastructure Group (DCIG). This group is headed up by Dominick Wilde and contains things like FlexFabric and Altoline. The partnership with Arista rounds out the rest of the switch portfolio. This helps HPE position their offerings across a wide range of potential clients, from existing data center infrastructure to newer cloud-ready shops focusing on DevOps and rapid application development.
After hearing Dom Wilde speak to us about the networking portfolio goals, I think I can see where HPE is headed going forward.
The Past: HPE FlexFabric
As Dom Wilde said during our session, “I have a market for FlexFabric and can sell it for the next ten years.” FlexFabric represents the traditional data center networking. There is a huge market for existing infrastructure for customers that have made a huge investment in HPE in the past. Dom is absolutely right when he says the market for FlexFabric isn’t going to shrink the foreseeable future. Even though the migration to the cloud is underway, there are a significant number of existing applications that will never be cloud ready.
FlexFabric represents the market segment that will persist on existing solutions until a rewrite of critical applications can be undertaken to get them moved to the cloud. Think of FlexFabric as the vaunted buggy whip manufacturer. They may be the last one left, but for the people that need their products they are the only option in town. DCIG may have eyes on the future, but that plan will be financed by FlexFabric.
The Present: HPE Altoline
Altoline is where HPE was pouring their research for the past year. Altoline is a product line that benefits from the latest in software defined and webscale technologies. It is technology that utilizes OpenSwitch as the operating system. HPE initially developed OpenSwitch as an open, vendor-neutral platform before turning it over to the Linux Foundation this summer to run with development from a variety of different partners.
Dom brought up a couple of great use cases for Altoline during our discussion that struck me as brilliant. One of them was using it as an out-of-band monitoring solution. These switches don’t need to be big or redundant. They need to have ports and a management interface. They don’t need complexity. They need simplicity. That’s where Altoline comes into play. It’s never going to be as complex as FlexFabric or as programmable as Arista. But it doesn’t have to be. In a workshop full of table saw and drill presses, Altoline is a basic screwdriver. It’s a tool you can count on to get the easy jobs done in a pinch.
The Future: Arista
The Arista partnership, according to Dom Wilde, is all about getting ready for the cloud. For those customers that are looking at moving workloads to the cloud or creating a hybrid environment, Arista is the perfect choice. All of Arista’s recent solution sets have been focused on providing high-speed, programmable networking that can integrate a number of development tools. EOS is the most extensible operating system on the market and is a favorite for developers. Positioning Arista at the top of the food chain is a great play for customers that don’t have a huge investment in cloud-ready networking right now.
The question that I keep coming back to is…when does this Arista partnership become an acquisition? There is a significant integration between the two companies. Arista has essentially displaced the top of the line for HPE. How long will it take for Arista to make the partnership more permanent? I can easily foresee HPE making a play for the potential revenues produced by Arista and the help they provide moving things to the cloud.
I was the only networking person at HPE Discover this year because the HPE networking story has been simplified quite a bit. On the one hand, you have the campus tied up with Aruba. They have their own story to tell in a different area early next year. On the other hand, you have the simplification of the portfolio with DCIG and the inclusion of the Arista partnership. I think that Altoline is going to find a niche for specific use cases but will never really take off as a separate platform. FlexFabric is in maintenance mode as far as development is concerned. It may get faster, but it isn’t likely to get smarter. Not that it really needs to. FlexFabric will support legacy architecture. The real path forward is Arista and all the flexibility it represents. The question is whether HPE will try to make Arista a business unit before Arista takes off and becomes too expensive to buy.
I was an invited guest of HPE for HPE Discover London. They paid for my travel and lodging costs as well as covering event transportation and meals. They did not ask for nor were they promised any kind of consideration in the coverage provided here. The opinions and analysis contained in this article represent my thoughts alone.