AWS keeps raking in the moolah

Posted by Ron Miller on Apr 29, 2016 8:59:31 AM

Ten years ago when Amazon launched AWS, it was a simple side business, a little experiment in selling some of the excess capacity it had in its data center. Well, that little experiment has turned into a smashing success, and in yesterday's earnings report it did better than its parent (who was reportedly glowing with pride over the little tyke's performance).

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Topics: Cloud Trends

Intel layoffs post-mortem points to cloud, mobile as primary suspects

Posted by Ron Miller on Apr 22, 2016 12:00:00 PM

This week news emerged that Intel was laying off 12,000 people. You never like to hear about that many people losing their livelihoods, but it's worth exploring how Intel got to this point, and the likely suspects are cloud and mobile.

For years, Intel was tied to the desktop computer, and having 'Intel Inside' was a mark of quality for a PC. Moore's Law, the notion that the number of transistors on a chip would double every two years, was real, and it mattered because we craved more raw power on the desktop.

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Topics: Cloud Trends

Microsoft Azure gaining ground on AWS

Posted by Mike Vizard on Apr 19, 2016 8:59:15 AM

Microsoft_Azure.jpgTwo separate new surveys suggest that while Amazon Web Services (AWS) remains the dominant public cloud platform the Microsoft Azure cloud platform appears to be gaining ground rapidly.

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Topics: Cloud Trends

Salesforce flexes muscles on Boston stop of its world tour

Posted by Ron Miller on Apr 14, 2016 2:30:00 PM

Make no mistake, Salesforce is a force. If you doubt it, you should have seen the Boston stop of its world tour last week. Before the sales pitch and the happy customer stories even started, Salesforce warmed up the crowd with a 10 a.m. performance by the Dropkick Muphys. After a short three-song set, the party continued with an appearance by New England Patriots head coach Bill Bellichick, who appeared in a suit and tie instead of his standard hoodie.

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Topics: Cloud Trends

Microsoft has turn in cloud spotlight at Build Developer conference

Posted by Ron Miller on Apr 4, 2016 3:06:08 PM

Last week it was Microsoft's turn to step into the white hot spotlight and let the world know it was a serious enterprise cloud player at its annual Build Developer conference. The week before, Google had its turn at GCPNext, and later this year AWS gets its opportunity with its annual re:invent conference.

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Topics: Cloud Trends

Cloud computing market suddenly getting frothy

Posted by Ron Miller on Mar 29, 2016 9:53:03 AM

Last week was a busy one for the cloud computing market. First, Google held its GCPNext conference in San Francisco and put the industry on notice that it is ready to fight for a piece of this market. On the other side of the country in New York City, Oracle was making some announcements of its own. Meanwhile, you have GoDaddy entering the cloud infrastructure space.

Add it all up, and you have a market that was pretty hot to start with heating up and letting market leader AWS know that it shouldn't get too comfortable. 

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Topics: Cloud Trends

Google puts competitors on notice that it's coming for them

Posted by Ron Miller on Mar 24, 2016 8:58:03 AM

Say what you will about the cloud market, but you have to acknowledge that we are still in the very early days from a pure market-size standpoint.

That means you could say that AWS has a huge marketshare lead, and you would be right. You could say it's mostly a two-horse race between Amazon and Microsoft at the moment, with Microsoft a distant second — all correct. You could say you can barely see Google in third or fourth place with single digit market share — and you're spot on once again.

But don't let that fool you. Google is a viable and dangerous competitor to AWS, maybe in some ways more so than Microsoft and certainly more than IBM. That's because Google was born in the cloud, has always had the cloud chops, but has never quite gotten it together to build a viable enterprise cloud business.

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Topics: Cloud Trends

Path to the cloud most often starts with BYOL

Posted by Mike Vizard on Mar 22, 2016 10:23:30 AM

For many IT organizations, the path of least resistance to moving to the cloud involves re-hosting their existing applications on a cloud service. In fact, a new survey of 687 developers and application owners conducted by Technology Business Research (TBR) finds this trend, also known as Bring Your Own License (BYOL), is far more dominant than the development of new applications.

A decision to “replatform” an existing application brings with it immediate performance benefits. More often than not the application in question is running on legacy infrastructure that the organization would have to incur some capital expense to upgrade, and the cloud service is typically running the latest x86 server architecture. Even accounting for network latency, many existing applications run much faster on a public cloud, especially if they consist mainly of batch jobs.

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Topics: Cloud Trends

Oracle faces classic Innovator's Dilemma

Posted by Ron Miller on Mar 18, 2016 8:50:24 AM

Oracle had its earnings report this week, and it appears the cloud was growing like gangbusters while its bread-and-butter on-prem database software, not so much. The organization seems to be facing a classic "Innovator's Dilemma."

Harvard business professor Clayton Christenson defined this phenomenon, where a company needs to switch its business model but is inextricably linked to the old model, as the "Innovator's Dilemma" in his famous book by the same name. While his theories have come under attack of late, the basics still hold. It's hard to be what you were while trying to become something else. There are inherent conflicts in the transition.

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Topics: Cloud Trends

In all probability, the cloud is safer

Posted by Ron Miller on Mar 10, 2016 4:34:39 PM

I spent last week at the RSA security conference in San Francisco, and I came away more convinced that the cloud is your best security bet.

I learned security is very much about determining the probability of an attack and putting your resources toward protecting those areas that are the most likely to experience an attack. That's because most organizations simply can't afford to protect everything and run a profitable business.

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Topics: Cloud Trends

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