Wednesday, May 27, 2009

Putting Green Computing & Virtualization into Perspective

[Cross-posted from my work blog]

Beijing_1 Having just returned from two weeks of business meetings across China, I came back with a completely new perspective on how the work that we're doing around Virtualization and Green Computing can directly effect emerging economies and the environment.

The picture to the right is from a beautiful, sunny morning in Beijing. What!?!? You can barely see the tops of the buildings and where are the blue skies?
With 15-20M people, 4M cars and 1000s of coal burning factories surrounding the city, Beijing has a well-known pollution problem. This same problem exists in at least 15 other major cities all over mainland China and Hong Kong. With a GDP that has grown over 10% y-o-y for the past decade (even 6.5% this past year), growth comes with a price. To walk around Beijing or Shanghai for several hours can give you red eyes and a feeling that you have smoked two packs of cigarettes.

One of the companies I met with was Beijing Tsinghua Solar Systems, one of the top Chinese manufacturers of solar tube and panel technology. With over 10M customers using their technology for basic functions like heating hot water in commercial and residential buildings, the country is able to offload about 50-65 coal-burning factories per year.

Those solar panels save the need to heat water for a few minutes a day. Imagine what the consolidation from virtualization technologies, and the efficiency from green data center technologies could do to put a dent in those coal-burning factories!! Data centers run hot 24x7x365, generating infinitely more demand for power than people looking to take a shower or wash their clothes. Now combine that with the ever growing increases in mobile computing (cell phones) from the next wave of Chinese farmers moving to the cities and you've got a pollution problem that moves from annoying to potentially deadly. To put this into even more perspective, there are between 100-150M people in China that earn less than $1 per day!! If you don't believe those people, and the Chinese government, are extremely motivated to move them out of extreme poverty, then I don't know what to say. These new workers will continue to drive more need for power in data centers, which puts a greater focus on those of us in technology to find more and better ways to deliver that power, computing and storage capacity in a much more environmentally friendly way.

It's good to be back home near family, but my perspective on the need to create more efficient data centers and building systems is now completely changed. The economies of the US and China are so intertwined that this is a global need. It's good to know that we're in a position to make a difference.

Tuesday, May 26, 2009

Pictures and Videos from China

We're still in the process of consolidating the (literally) 1000s of pictures and videos from across the group, but here's a small sampling from across the cities we visited.

Pictures
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http://www.facebook.com/album.php?aid=112243&id=577445773
http://www.facebook.com/album.php?aid=110073&id=577445773
http://www.facebook.com/album.php?aid=112199&id=577445773
http://www.facebook.com/album.php?aid=112034&id=577445773
http://www.facebook.com/album.php?aid=111608&id=577445773
http://www.facebook.com/album.php?aid=109344&id=577445773
http://www.facebook.com/album.php?aid=108892&id=577445773

Videos
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http://www.facebook.com/profile.php?id=577445773&ref=profile#/profile.php?id=577445773&v=app_2392950137&viewas=577445773
http://www.youtube.com/watch?v=txmqgQUt3ok
http://www.youtube.com/watch?v=JnGRRYnvCUg
http://www.youtube.com/watch?v=CMENMmvG604
http://www.youtube.com/watch?v=SXtYaDTPqtA
http://www.youtube.com/watch?v=g9i8x9Yn2HQ
http://www.youtube.com/watch?v=Om9UmGAWW4k
http://www.youtube.com/watch?v=ZWXZioeHnbs
http://www.youtube.com/watch?v=QwEksR5mQIE
http://www.youtube.com/watch?v=AC26UnnT1Js

Back from China

Now that I'm back from an incredible two week journey through the Middle Kingdom, it's time to start getting some of my learnings down in electronic format. I'll be working through a bunch of posts over the next couple of weeks, but I wanted to make a list of topics that will be coming in future posts. This was a list I made on the plane and during company visits the last couple of weeks:

  • Making Sense of the Tremendous Growth in China (growth of cities; gov't growth rate requirements; dependence on US consumption vs. Chinese consumption for growth)
  • The Gov't created "stability" floor for industries
  • The Chinese approach to control vs. chaos (media, reaction to events, etc.)
  • Looking at the world from Eastern vs. Western viewpoints
  • Who defines company strategies (especially in SOE-JV's), the company or the gov't?
  • SOE vs. Private vs. JV companies - Pros and Cons of each
  • Opportunities for Americans in China
  • The need for Americans to better understand China
  • If China succeeds (but uses all non-China natural resources), can the rest of the world survive?
  • The big China challenges (population, land, environment, internal consumption, social security)
  • Cultural Requirements to doing business in China
  • Are you studying China, the way China studies the US?
  • The 1.3B person underdog with the huge bankroll

Monday, May 11, 2009

Keeping up with our China Trip

I don't have time to keep cross-posting while here in China, so I'll just repost the link to the WFU MBA China09 Blog.

Thursday, May 7, 2009

How David beats Goliath

Every once in a while, usually late at night when I'm a little punchy, I come across an article like this from Malcom Gladwell which seems to connect a lot of dots that we studied throughout the semester. I sent this one to my classmates because not only did I think it was great to see OpsMgmt, ITMgmt, and StratMktg concepts all woven together, but because I believe the alternatve mindsets that are discussed are important to consider as we prepare to visit China, Japan and South America over the next 2 weeks. Much of what we'll experience on these trips will require people to recognize that other cultures see the challenges of the world differently, and that these alternative approaches may be their competition or partner. Having the flexibility to understand these differences, and either embrace or reject this alternative thinking, may make the difference between success and failure in the future.

Wednesday, May 6, 2009

China Trip - Putting Big Numbers in Perspective

(cross-posted from WFU MBA China Blog)

In March, both the US and China unveiled massive economic stimulus packages in an attempt to kick-start the downturn that both countries were facing as part of the econalypse. For the US, the package was ~$900B and for China it was ~$800B. Both huge numbers, but it's always important to put huge numbers in perspective. For the US, that 3-4% of GDP, whereas it's 15% of Chinese GDP. While we tend to think of China as a massive country (land, population) and a growing economic super-power, it's GDP is still only 1/3 that of the US. Many business leaders and media outlets have stated that the mid-to-late 21st century will be the timeframe that China overtakes the US as the dominant world economic power. That may or may not happen, but trends are definitely moving in that direction. How the government stimulus of both countries plays out will take a few years to understand and analyze, and the impact will be felt for decades.

One of the areas that I'm most interested in seeing and understanding on this trip is the size and scale of China. From last Summer's Olympics in Beijing, especially the opening ceremonies, we got a first hand look at what the Chinese people could accomplish with a singular focus. How that translates into business and what new opportunities this creates will be an area I'm watching very closely during this trip.

When you're "1 in a million" in the US, you're pretty unique and special. When you're "1 in a million" in China, there are at least 1300 others just like you.

Monday, May 4, 2009

China Trip - Areas of Interest

(cross-posted from WFU MBA China Blog)

As Gregg mentioned in his previous post, we're hoping this blog will be more than just a running dairy, and more of a stream of conversations. So to add on Gregg's areas of interest, here's my Top 5 areas to better explore and understand:

  1. Given that the Chinese have huge populations of people that work for pennies a day, how are they using technology to elevate their standards of living across the population?
  2. As a communist nation with capitalistic ambitions, how does that balance work across various industries and stages of business (start-up vs. established companies)?
  3. What engagement models have been successful by non-Chinese companies that are trying to engage the vast Chinese resources (labor, knowledge, etc.)?
  4. What are the technology trends that are being adopted by Chinese youth, and how are these effecting their lifestyles?
  5. What lessons can Americans learn from the Chinese that can be taken back to our companies and applied to our workforces? It can't just be about cheap (relative) labor.
With 30 people visiting from WFU MBA programs, I'm sure we'll get at least that many viewpoints on areas of interest. Hopefully we can share many of them with you over the next couple weeks.

China Trip - Using a Netbook for Blogging

(cross-posted from WFU MBA China Blog)

A few weeks ago, during our ITMgmt course, we debated a case study on the rollout of the Eee PC from Asus and whether or not it was properly handled as a disruptive technology. Since then, several classmates have purchased various forms of netbooks for the international trip. Inexpensive, lightweight, basic functionality...potentially the perfect platform for an international traveler with basic computing needs and no desire to lose/break their work/school laptop.

I'll be blogging from China with a Eee PC 90 Linux-version (see right), so I'll provide some feedback about it's usefulness.

Friday, May 1, 2009

China Trip - Itinerary

[cross posted from WFU MBA China Blog 2009]

Many people have asked me what we'll be doing while in Chna. Below is our itinerary. Beijing, Shanghai, Xian and Hong Kong over 13 days. As you can see, it contains a great amount of variety. 24 company visits in 11 days. A great mix of Government, Education, Manufacturing, Real Estate, Automotive, Financial Services, Electronics and Shipping.

Sat May 9: Depart U.S.

Sun May 10: Arrive Beijing; orientation

Mon May 11: Great Wall; Summer Palace; city touring
Tue May 12: CITIC, The Hay Group, U.S. State Department/U.S. Commerce Department, Chindex/United Family Hospitals (a.m.); Beijing High School #1
Wed May 13: Beijing Tsinghua Solar (a.m.); Shunyi Real Estate Development, Yanjing Beer
Thu May 14: Tiananmen, Forbidden City; Fly to Xian
Fri May 15: Xian Aircraft, Municipal Government (a.m.), Huasheng Agribusiness
Sat May 16: Emperor Tombs, WG Pagoda; Fly to Shanghai
Sun May 17: Optional touring/free day; Cynergy Global & RF Micro Devices
Mon May 18: Shanghai Stock Exchange, Ford (a.m.); Bright Dairy
Tue May 19: Fudan U.; Lowes Sourcing; Fly to Hong Kon
Wed May 20: Dubai Ports World International (a.m.); Prudential, Wells Fargo/Wachovia
Thu May 21: Texas Pacific Group (a.m.); Hong Kong Monetary Authority, Hong Kong Exchanges
Fri May 22:
VF Global (a.m.); optional touring/HK Disney/free time
Sat May 23: Return Hong Kong/Newark

WFU MBA - China Trip - Blog

I'll try and remember to cross-post here, but as part of our trip to China next week the school has asked me to be one of the bloggers for their official site. Everyone is very excited about the trip and the upcoming experiences, but right now it's slightly tempered by the spreading of the Swine Flu (H1N1) to Hong Kong. Hopefully things stay under control for the next couple weeks.