Back in 2009, in Datacenter Networks are in my way, I argued that the networking world was stuck in the mainframe business model: everything vertically integrated. In most datacenter networking equipment, the core Application Specific Integrated Circuit (ASIC – the heart of a switch or router), the entire hardware platform for the ASIC including power and physical network connections, and the software stack including all the protocols all come from a single vender and there is no practical mechanism to make different choices. This is how the server world operated back 40 years ago and we get much the same result. Networking gear is expensive, interoperates poorly, is expensive to manage and is almost always over-subscribed and constraining the rest of the equipment in the datacenter.
Further exaggerating what is already a serious problem, unlike the mainframe server world of 40 years back, networking equipment is also unreliable. Each has 10s of millions of lines of code under the hood forming frustratingly productive bug farms. Each fault is met with a request from the vendor to “install the latest version” – the new build is usually different than what was previously running but “different” isn’t always good when running production systems. It’s just a new set of bugs to start chasing. The core problem is many customers ask for complex features they believe will help make their network easier to manage. The networking vendor knows delivering these features keeps the customer uniquely dependent upon that vendor’s single solution. One obvious downside is the vendor lock-in that follows from these helpful features but the larger problem is these extensions are usually not broadly used, not well tested in subsequent releases, and the overall vendor protocol stacks become yet more brittle as they become more complex aggregating all these unique customer requests. This is an area in desperate need for change.
Because networking gear is complex and, despite them all implementing the same RFCs, equipment from different vendors (and sometimes the same vendor) still interoperates poorly. It’s very hard to deliver reliable networks at controllable administration costs from multiple vendors freely mixing and matching. The customer is locked in, the vendors know it, and the network equipment prices reflect that realization.
Not only is networking gear expensive absolutely but the relative expensive of networking is actually increasing over time. Tracking the cost of networking gear as a ratio of all the IT equipment (servers, storage, and networking) in a data center, a terrible reality emerges. For a given spend on servers and storage, the required network cost has been going up each year I have been tracking it. Without a fundamental change in the existing networking equipment business model, there is no reason to expect this trend will change.
Many of the needed ingredients for change actually have been in place for more than half a decade now. We have very high function networking ASICs available from Broadcom, Marvell, Fulcrum (Intel), and many others. Each competes with the others driving much faster innovation and ensuring that cost decreases are passed on to customers rather than simply driving more profit margin. Each ASIC design house produces references designs that are built by multiple competing Original Design Manufacturers each with their own improvements. Taking the widely used Broadcom ASIC as an example, routers based upon this same ASIC are made by Quanta, Accton, DNI, Foxconn, Celestica, and many others. Each competes with the others driving much faster innovation and ensuring that the cost decreases are passed on to customers rather than further padding networking equipment vendor margins.
What is missing is high quality control software, management systems, and networking protocol stacks that can run across a broad range of competing, commodity networking hardware. It’s still very hard to take merchant silicon ASICs packaged in ODM produced routers and deploy production networks. Very big datacenter operators actually do it but it’s sufficiently hard that this gear is largely unavailable to the vast majority of networking customers.
One of my favorite startups, Cumulus Networks, has gone after exactly the problem of making ODM produced commodity networking gear available broadly with high quality software support. Cumulus supports a broad range of ODM produced routing platforms built upon Broadcom networking ASICs. They provide everything it takes above the bare metal router to turn an ODM platform into a production quality router. Included is support for both layer 2 switching and layer 3 routing protocols including OSPF (v2 and V3) and BGP. Because the Cumulus system includes and is hosted on a Linux distribution (Debian), many of the standard tools, management, and monitoring systems just work. For example, they support Puppet, Chef, collectd, SNMP, Nagios, bash, python, perl, and ruby.
Rather than implement a proprietary device with proprietary management as the big networking players typically do, or make it looks like a CISCO router as many of the smaller payers often do, Cumulus makes the switch look like a Linux server with high-performance routing optimizations. Essentially it’s just a routing optimized Linux server.
The business model is similar to Red Hat Linux where the software and support are available on a subscription model at a price point that makes a standard network support contract look like the hostage payout that it actually is. The subscription includes entire turnkey stack with everything needed to take one of these ODM produced hardware platforms and deploy a production quality network. Subscriptions will be available directly from Cumulus and through an extensive VAR network.
Cumulus supported platforms include Accton AS4600-54T (48x1G & 4x10G), Accton AS5600-52x (48x10G & 4x40G), Agema (DNI brand) AG-6448CU (48x1G & 4x10G), Agema AG-7448CU (48x10G & 4x40G), Quanta QCT T1048-LB9 (48x1G & 4x10G), and Quanta QCT T-3048-LY2 (48x10G & 4x40G). Here’s a picture of many of these routing platforms from the Cumulus QA lab:
In addition to these single ASIC routing and switching platforms, Cumulus is also working on a chassis-based router to be released later this year:
This platform has all the protocol support outlined above and delivers 512 ports of 10G or 128 ports of 40G in a single chassis. High-port count chassis-based routers have always been exclusively available from the big, vertically integrated networking companies mostly because high-port count routers are expensive to design and are sold in lower volumes than the simpler, single ASIC designs commonly used as Top of Rack or as components of aggregation layer fabrics. Cumulus and their hardware partners are not yet ready to release more details on the chassis but the plans are exciting and the planned price point is game changing. Expect to see this later in the year.
Cumulus Networks was founded by JR Rivers and Nolan Leake in early 2010. Both are phenomenal engineers and I’ve been huge fans of their work since meeting them as they were first bringing the company together. They raised seed funding in 2011 from Andreessen Horowitz, Battery Ventures, Peter Wagner, Gurav Garv, Mendel Rosenblum, Diane Greene, and Ed Bugnion. In mid-2012, they did an A-round from Andreessen Horowitz and Battery Ventures
The pace of change continues to pick up in the networking world and I’m looking forward to the formal announcement of the Cumulus chassis-based router.