

The growth of major cloud providers in size and influence has had a ripple effect on the technology industry.
A prime example of this can be seen in databases. An endorsement from a major cloud provider can ensure that a particular database gains significant inroads into the enterprise IT fabric with long-term benefit.
“If you look at the collection of databases that have been around over the last few years, you’ve got Elastic, Mongo and Cassandra, the data stacks being endorsed by the cloud vendors,” said Adrian Cockcroft (pictured), partner and analyst at OrionX.net. “The fact that the cloud providers, particularly AWS, are adopting some of these technologies means that is a very long-term commitment. You can bet your future on that for a decade.”
Cockcroft spoke with theCUBE industry analysts Paul Gillin and Dave Vellante at AWS re:Invent, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed emerging trends in custom silicon and high-speed processing. (* Disclosure below.)
Cockcroft has been following another key trend involving the development of custom silicon by major technology firms over the past several years. Amazon Web Services Inc. made a number of announcements this week during AWS re:Invent around its Graviton and Nitro custom processor lines, and analysts are taking note of how this is reshaping the chipmaking industry.
“It’s become the technology of building these immensely powerful chips that has become commoditized,” Cockcroft said. “Your Apple laptop is full of custom chips, and your iPhone. Google is making custom chips, the ability to build a custom chip is becoming something that everybody is leveraging. There’s a lot of innovation in hardware to come in the next few years.”
Advances in chip technology will also drive emerging new protocols, such as Compute Express Link, an open industry standard for high-speed central processing. A new generation of processors recently launched by AMD support the CXL standard.
“CXL or Compute Express Link is going to be really interesting,” Cockcroft said. “It’s probably two years out before we start seeing it for real.”
Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of AWS re:Invent:
(* Disclosure: This is an unsponsored editorial segment. However, theCUBE is a paid media partner for AWS re:Invent. AWS and other sponsors of theCUBE’s event coverage have no editorial control over content on theCUBE or SiliconANGLE.)
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