2017 Trends in Datacenter and Critical Infrastructure

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1 PREVIEW 2017 Trends in Datacenter and Critical Infrastructure DEC 2016 Rhonda Ascierto, Research Director, Datacenter Technologies & Eco-Efficient IT Andy Lawrence, Research Vice President - Datacenter Technologies (DCT) & Eco-Efficient IT, Foresight Project Daniel Bizo, Senior Analyst, Datacenter Technologies Andrew Donoghue, European Research Manager Jeffrey Fidacaro, Senior Analyst, Datacenter Technologies Several trends are converging to disrupt the buildout and operation of advanced, resilient and efficient mission-critical facilities, from datacenters to distributed infrastructure. Suppliers are anticipating significant changes in demand by developing new types of intelligent, cost-effective and energy-efficient products and services Research, LLC

2 ABOUT 451 RESEARCH 451 Research is a preeminent information technology research and advisory company. With a core focus on technology innovation and market disruption, we provide essential insight for leaders of the digital economy. More than 100 analysts and consultants deliver that insight via syndicated research, advisory services and live events to more than 1,000 client organizations in North America, Europe and around the world. Founded in 2000 and headquartered in New York, 451 Research is a division of The 451 Group Research, LLC and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication, in whole or in part, in any form without prior written permission is forbidden. The terms of use regarding distribution, both internally and externally, shall be governed by the terms laid out in your Service Agreement with 451 Research and/or its Affiliates. The information contained herein has been obtained from sources believed to be reliable. 451 Research disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although 451 Research may discuss legal issues related to the information technology business, 451 Research does not provide legal advice or services and their research should not be construed or used as such. 451 Research shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice. NEW YORK SAN FRANCISCO LONDON BOSTON 20 West 37th Street 3rd Floor New York, NY P F Geary Street 9th Floor San Francisco, CA P F Paxton House Ground floor 30, Artillery Lane London, E1 7LS, UK P +44 (0) F +44 (0) Federal Street 5th Floor Boston, MA P F ABOUT THE AUTHOR RHONDA ASCIERTO RESEARCH DIRECTOR, DATACENTER TECHNOLOGIES & ECO-EFFICIENT IT Rhonda Ascierto is a Research Director for the Datacenter Technologies and Eco-Efficient IT Channel at 451 Research. Rhonda focuses on datacenter innovation and energy management in datacenters and across the enterprise. She also covers technologies that enable the efficient use of all resources and help to minimize the environmental impact of business activity. Rhonda has been analyzing the crossroads of IT and business for more than 15 years. II

3 Key Findings Datacenter infrastructure management (DCIM) software will play an increasingly important role in datacenter management, but there is a new shift toward cloud services, and much greater use of analytics and machine learning. More datacenters and other mission-critical facilities are seeking increased power assurance via microgrids. Prefabricated modular datacenter designs are becoming the new benchmark to beat for virtually all use cases, giving operators new options and with greater speed, predictability and agility than traditional approaches. The Open Compute Project and other hyperscale datacenter architectures represent both an opportunity and a threat to suppliers. III

4 Executive Summary INTRODUCTION Several trends are converging to disrupt the way organizations are building and operating advanced, resilient and efficient mission-critical facilities, from datacenters to smart buildings and distributed infrastructure. Following years of relatively low innovation, infrastructure owners and operators in 2017 face bewildering change and new opportunities on almost all fronts: technology, architectures, economics, resilience, connectivity and competition. Leading suppliers of technologies and services are attempting to respond to and anticipate significant changes in demand. These changes will continue to unfold over the next several years (or more), but all suppliers face growing pressure today to develop intelligent yet cost-effective and energy-efficient offerings, as more and more critical infrastructure owners look to drive down risk and cost while simultaneously increasing business agility. 451 Research s 2017 Trends in Datacenters and Critical Infrastructure Source: 451 Research, 2016 Datacenter Management Will Become Data-Driven and Cloudy Security and Efficiency Will Drive Distributed, Dynamic Energy Investment Datacenters Will Be Increasingly Standardized and Industrialized MTDCs Will Rely More on New Technologies for Competitive Gain Open Architectures Will Drive Down Datacenter Costs New Approaches to Resiliency Will Gain Ground But Suppliers and Operators Are Unsure Of Impact WINNERS Datacenter management as a service providers IT- and energy-savvy engineering firms that can combine utility and construction resources to build end-to-end, smart infrastructures; on-site power generation technology suppliers and energy storage providers; distributed energy and workload management software suppliers Suppliers that clearly explain the business value of prefabricated and modular datacenter products; suppliers that are able to integrate innovation and specialization into their designs; vendors that have a clearly defined roadmap MTDCs that invest in DCIM; operators that can build out new types of whitespace; commercial datacenter operators; MTDCs that have evolved interconnection strategies Suppliers with engineer-to-order capabilities; colocation providers with OCP-ready space; third-party procurement companies that can aggregate OCP orders DRaaS companies, software and services companies; datacenter equipment that have invested in the development of lower-cost, lighter infrastructure datacenter designs LOSERS Suppliers without a cloud services plan or partners Suppliers of legacy energy storage systems; specialist suppliers that lack strong partners/go-to-market strategies Underfunded, poorly marketed suppliers; those overly focused on the endgame Operators that speculatively build out undifferentiated capacity; small or regional MTDCs that cannot compete with larger rivals on cost or technical differentiation SKU-based infrastructure suppliers that lack scale and global resources Enterprise and commercial datacenter operators with high costs; datacenter equipment suppliers that don t respond to the shift to more dynamic, less redundant architectures IV

5 2017 TRENDS IN DATACENTER AND CRITICAL INFRASTRUCTURE EXECUTIVE OVERVIEW METHODOLOGY Reports such as this one represent a holistic perspective on key emerging markets in the enterprise IT space. These markets evolve quickly, though, so 451 Research offers additional services that provide critical marketplace updates. These updated reports and perspectives are presented on a daily basis via the company s core intelligence service, 451 Research Market Insight. Forward-looking M&A analysis and perspectives on strategic acquisitions and the liquidity environment for technology companies are also updated regularly via Market Insight, which is backed by the industry-leading 451 Research M&A KnowledgeBase. Emerging technologies and markets are covered in 451 Research channels including Business Applications; Cloud Transformation; Data Platforms and Analytics; Datacenter Technologies; Development, DevOps and IT Ops; Enterprise Mobility; European Services; Information Security; Internet of Things; Mobile Telecom; Multi-Tenant Datacenters; Networking; Service Providers; Storage; and Systems and Software Infrastructure. Beyond that, 451 Research has a robust set of quantitative insights covered in products such as Voice of the Connected User Landscape, Voice of the Enterprise, Cloud Price Index, Market Monitor, the M&A KnowledgeBase and the Datacenter KnowledgeBase. All of these 451 Research services, which are accessible via the web, provide critical and timely analysis specifically focused on the business of enterprise IT innovation. For more information about 451 Research, please go to: V

6 Table of Contents TRENDS 1 TREND 1: DATACENTER MANAGEMENT WILL BECOME DATA-DRIVEN AND CLOUDY 1 Figure 1: DMaaS vs. On-Premises or SaaS-Delivered DCIM: Select Capabilities RECOMMENDATIONS WINNERS LOSERS TREND 2: SECURITY AND EFFICIENCY WILL DRIVE DISTRIBUTED, DYNAMIC ENERGY INVESTMENT 3 RECOMMENDATIONS WINNERS LOSERS TREND 3: DATACENTERS WILL BE INCREASINGLY STANDARDIZED AND INDUSTRIALIZED 6 Figure 2: Global Prefabricated Modular Datacenter Forecast VENDOR LANDSCAPE RECOMMENDATIONS WINNERS LOSERS TREND 4: MTDCS WILL RELY MORE ON NEW TECHNOLOGIES FOR COMPETITIVE GAIN 9 RECOMMENDATIONS WINNERS LOSERS VI

7 2017 TRENDS IN DATACENTER AND CRITICAL INFRASTRUCTURE EXECUTIVE OVERVIEW TREND 5: OPEN ARCHITECTURES WILL DRIVE DOWN DATACENTER COSTS 11 OCP OPEN19 AN ALTERNATIVE SET OF OPEN STANDARDS TO OCP Figure 3: Select Design Specs for Open Architectures vs. Traditional Datacenter Designs RECOMMENDATIONS WINNERS LOSERS TREND 6: NEW APPROACHES TO RESILIENCY WILL GAIN GROUND BUT SUPPLIERS AND OPERATORS ARE UNSURE OF IMPACT 14 SHARED RESERVES MULTI-TIER, GRANULAR BUILDS DISTRIBUTED RESILIENCY Figure 4: Datacenter Operators Want To Reduce Costs and Improve Reliability/Business Agility WINNERS LOSERS THE LONG VIEW 18 Figure 5: Datacenter Capacity Will Be Increasingly Distributed FURTHER READING 19 INDEX OF COMPANIES 20 VII