The Future of IBM Lies in the Cloud

In her annual letter to stockholders IBM CEO Virginia Rometty made it clear that the world is being forever altered by the explosion of digital data and by the advent of the cloud. So, she intends IBM to “remake the enterprise IT infrastructure for the era of cloud.” This where she is leading IBM.

DancingDinosaur thinks she has it right. But where does that leave this blog, which was built on the System z, Power Systems, and IBM’s enterprise systems? Hmm.

Rometty has an answer for that buried far down in her letter. “We are accelerating the move of our Systems product portfolio—in particular, Power and storage—to growth opportunities and to Linux, following the lead of our successful mainframe business. “

The rapidly emerging imperatives of big data, cloud computing, and mobile/social require enterprise-scale computing in terms of processing power, capacity, availability, security, and all the other ities that have long been the hallmark of the mainframe and IBM’s other enterprise class systems. She goes so far as to emphasize that point:  “Let me be clear—we are not exiting hardware. IBM will remain a leader in high-performance and high-end systems, storage and cognitive computing, and we will continue to invest in R&D for advanced semiconductor technology.”

You can bet that theme will be continued at the upcoming Edge 2014 conference May 19-23 in Las Vegas. The conference will include an Executive program, a Technical program with 550 expert technical sessions across 14 tracks, and a partner program. It’s being billed as an infrastructure innovation event and promises a big storage component too. Expect to see a lot of FlashSystems and XIV, which has a new pay-as-you-go pricing program that will make it easy to get into XIV and scale it fast as you need it. You’ll probably also encounter some other new go-to-market strategies for storage.

As far as getting to the cloud, IBM has been dropping billions to build out about as complete a cloud stack as you can get.  SoftLayer, the key piece, was just the start. BlueMix, an implementation of IBM’s Open Cloud Architecture, leverages Cloud Foundry to enable developers to rapidly build, deploy, and manage their cloud applications while tapping a growing ecosystem of available services and runtime frameworks, many of which are open source. IBM will provide services and runtimes into the ecosystem based on its already extensive and rapidly expanding software portfolio. BlueMix is the IBM PaaS offering that compliments SoftLayer, its IaaS offering. Cloudant, the most recent acquisition, brings database as a service (DBaaS) to the stack. And don’t forget IBM Wave for z/VM, which virtualizes and manages Linux VMs, a critical cloud operation for sure. With this conglomeration of capabilities IBM is poised to offer something cloud-like to just about any organization. Plus, tying WebSphere and its other middleware products to SoftLayer bolsters the cloud stack that much more.

And don’t think IBM is going to stop here. DancingDinosaur expects to see more acquisitions, particularly when it comes to hybrid clouds and what IBM calls systems of engagement. Hybrid clouds, for IBM, link systems of engagement—built on mobile and social technologies where consumers are engaging with organizations—with systems of record, the main workloads of the System z and Power Systems, where data and transactions are processed.

DancingDinosaur intends to be at Edge 2014 where it expects to see IBM detailing a lot of its new infrastructure and demonstrating how to use it. You can register for Edge 2014 here until April 20 and grab a discount.

Follow DancingDinosaur on Twitter: @mainframeblog

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