Infrastructure 2.0

Infrastructure 2.0 is a term we use to define the generational shift in technology, culture, and go-to-market that will redefine the IT infrastructure industry.

It underpins everything we do and is the reason we exist.

In the 1980s, the pioneers of Infrastructure 1.0 were born from the victory of the x86 instruction set, the standardized PC operating system, the RDBMS, Ethernet networking, and shared data storage. Those changes ushered in a renaissance of IT innovation and created hundreds of billions of dollars of value along the way.

The winners of that era have been virtually unchallenged for over 25 years. They still command over one trillion dollars of public market value. However these giants, like so many before them, have failed to keep pace with the changes that are once again reshaping IT infrastructure.

The dawn of Infrastructure 2.0 is an unprecedented opportunity for a new generation of innovators. We believe it is driven by three fundamental disruptions:

TECHNOLOGY

Distributed Computing – The web-computing era will be defined by scale-out architectures. We believe the shift to scale-out is highly disruptive to legacy vendors and will underpin everything that Infrastructure 2.0 represents.

Data Growth - Customers routinely store, move, process and analyze 10x to 100x more data than was possible even a decade ago. Data growth is driving an infrastructure refresh at the storage, networking, computing and database layers – not to mention creating dramatic new opportunities in the areas of Big Data analytics.

Real Time Infrastructure – Static infrastructure is dead. The ability to manage change is a central requirement for customers who expect to iterate their applications weekly, daily or hourly. Elasticity, end-to-end performance optimization, and adaptive infrastructure are all opportunities born of Infrastructure 1.0 shortcomings.

CULTURE

Consumerization of IT – Inspired by the powerful, yet simple, design paradigms of consumer technology, infrastructure technology customers have come to expect simple, engaging, self-service tools. This approach not only makes IT solutions more usable, but also democratizes access to IT infrastructure altogether.

CUSTOMERS

New Early Adopters – Infrastructure 1.0 was geared toward the needs of traditional enterprise IT customers. The users ushering in the move to Infrastructure 2.0 prefer to trade capex for opex. Their applications are distributed, web-facing and global. Their teams are smaller and leaner, and their workloads are highly varied. These early adopters don’t come from traditional enterprise IT. They are the leaders of the web-facing world; developers, systems administrators and ops professionals who feel these problems first and forge the path that all users of IT infrastructure will come to know over the next decade.

New Rules of Engagement – The old way of delivering IT infrastructure is over. Legacy vendors who flood customers with armies of order-takers have created a frustrating, expensive experience for consumers of IT. There is a better way. Infrastructure 2.0 will succeed in challenging the incumbents largely because of its ability to deliver value to customers quickly, cost effectively, and with as little manual intervention as necessary. Downloadable software, hosted services, open source licensing, and freemium pricing all exemplify the new rules of engaging with IT buyers.