This is a crosspost from the Infinera boards. I felt compelled to post it here for the benefit those who still hold Infinera. The upshot: I don’t think all is lost for Infinera yet and the thesis still holds when you cast your eyes toward the horizon. Here is the post:
First, watch this video on Lightreading where Carol Wilson interviews Andrew Dugan at Level 3.
If you’ve followed along in this video and paid close attention to everything said by Andrew Dugan (about the technology and the fact that it is already ready) you’ll realize the technology referred to is being made possible by Infinera.
After you’ve watched the video, follow along to another discovery.
Jay Gill of Infinera will be part of a three person panel at upcoming datacenter conference in Virginia.
Jay is joined by Bruce Ogden from Level3 and Steve Geffin from Emerson. The topic of discussion: “The Growing Role of SDN in Data Center Operations”.
We know Level3 and Infinera are close partners, so attending a panel discussion together on SDN makes sense. But I didn’t understand Emerson’s role in this, other than one simple observation: heavy industrial companies like Emerson are getting more involved in IoT. These companies are preparing themselves for a new era of revolution and disruption. It is being called the era of the Industrial Internet.
IoT will require massive computational power for machine learning and high volume bandwidth for data transmissions. Looking a bit closer at Steve Geffin, this is what he does for Emerson:
As the Vice President of Strategic Initiatives, Steve Geffin focuses on strategy creation, engagements with key customers and the research of emerging technologies and trends that align with the company’s objectives and future direction.
He is responsible for driving the development of numerous software solutions for the management and control of the physical infrastructure for the data center and telecommunications market.
So, Emerson is driving SDN requirements as well, but from the demands of an industrial IoT platform that sits on top of SDN services perspective (I doubt they are building their own datacenters, but who knows). It’s also likely these three companies have had dealings together to be placed in a panel discussion shoulder to shoulder. Emerson customer of Level3, Level3 customer of Infinera; Working together to define the next generation of networking in the Industrial Internet era.