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Gary Edwards

Google To Challenge Amazon, Microsoft In Cloud Computing War - Forbes - 0 views

  • When Google scored a $400 million to $600 million deal to supply cloud services to Apple last week, according to multiple reports, it was widely viewed as a coup for the search giant’s cloud business. And why not? Apple, which has been relying mainly on Amazon Web Services as well as Microsoft’s Azure to run part of its iCloud and other services, is a marquee reference customer. It will get Google in the door of just about every big company–and, not incidentally, throw a little shade on its rivals. But the big win obscures a stark reality for Google’s Cloud Platform: At just $500 million in revenues according to Morgan Stanley estimates, it trails far behind AWS’s $7.9 billion reported revenues in 2015, and it’s even a distant third behind Azure’s $1.1 billion in estimated sales. Starting today, Mar. 23, Google will attempt to show how it aims to scramble into cloud contention at its first global cloud users conference, NEXT, in San Francisco. At the show, Google will trot out Diane Greene, the onetime co-founder and CEO of cloud pioneer VMware who now heads all of Google’s cloud and enterprise applications businesses. This will be Greene’s first significant public appearance since Google bought her company, Bebop, for $380 million last November. Customers and investors alike will be watching closely to see what strategy she lays out for the coming year and beyond. Google plans to introduce both a raft of new cloud features and updates as well as some significant new customers, according to various sources in the company. On the product front, there will be news about Google’s container technologies, which allow applications to run more efficiently across cloud servers using the same operating system without interfering with each other, David Aronchick, senior product manager for Google’s Container Engine, said Tuesday at a press briefing. “NEXT will be an opportunity to highlight all the traction we’ve gotten,” he said.
  • Also on the agenda are big-name customers such as Home Depot and Coca-Cola, as well as recent new customers such as Spotify. There also will be a speaker from Netflix, which uses Google Cloud only for backup storage, not its massive streaming video–which has some observers such as Morgan Stanley’s Brian Nowak wondering if that could be the next big cloud coup for Google. “One of our goals for 2016 is to show the enterprise we’re ready for them,” said Greg DeMichillie, a Google Cloud Platform director of product management. “Tomorrow we’ll be talking more about that.” More clues to Google’s plans will come from other leading lights scheduled to talk, such as Urs Hölzle, senior vice president of technical infrastructure, and Google Fellow Jeff Dean, who helped spearhead key cloud technologies such as the Big Data programming model MapReduce and the data storage system Bigtable as well as Google’s recent artificial intelligence breakthroughs. The latter is a key focus of its cloud offerings, given the huge role artificial intelligence has played in Google search, speech recognition, language translation, image recognition, and other products. In particular, Dean is expected to talk about the recently introduced Vision Application Programming Interface for other applications to tap.
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    "When Google scored a $400 million to $600 million deal to supply cloud services to Apple last week, according to multiple reports, it was widely viewed as a coup for the search giant's cloud business. And why not? Apple, which has been relying mainly on Amazon Web Services as well as Microsoft's Azure to run part of its iCloud and other services, is a marquee reference customer. It will get Google in the door of just about every big company-and, not incidentally, throw a little shade on its rivals. But the big win obscures a stark reality for Google's Cloud Platform: At just $500 million in revenues according to Morgan Stanley estimates, it trails far behind AWS's $7.9 billion reported revenues in 2015, and it's even a distant third behind Azure's $1.1 billion in estimated sales. Starting today, Mar. 23, Google will attempt to show how it aims to scramble into cloud contention at its first global cloud users conference, NEXT, in San Francisco. At the show, Google will trot out Diane Greene, the onetime co-founder and CEO of cloud pioneer VMware who now heads all of Google's cloud and enterprise applications businesses. This will be Greene's first significant public appearance since Google bought her company, Bebop, for $380 million last November. Customers and investors alike will be watching closely to see what strategy she lays out for the coming year and beyond. Google plans to introduce both a raft of new cloud features and updates as well as some significant new customers, according to various sources in the company. On the product front, there will be news about Google's container technologies, which allow applications to run more efficiently across cloud servers using the same operating system without interfering with each other, David Aronchick, senior product manager for Google's Container Engine, said Tuesday at a press briefing. "NEXT will be an opportunity to highlight all the traction we've gotten," he said."
Gary Edwards

How Google will beat Amazon's cloud | ZDNet - 0 views

  • The cloud has upended the enterprise storage market, but that isn't its competitive advantage. Local scale-out storage can be competitive with cloud because network bandwidth isn't cheap.What the cloud has that no enterprise-scale datacenter will ever have is the ability to spin up 10s of thousands CPUs - a virtual supercomputer - to run analytics against the data. CPUs are expensive - and they'll remain so as long as Intel can keep them that way.
  • The ready access to massive CPU cycles means that cloud will always be better at deep analytics, especially ad-hoc queries, than enterprise scale datacenters. But more importantly, cloud-based machine learning, neural networks and artificial intelligence are the next major evolution in how we use data.
  • And that's where Google has a huge lead over Amazon. Amazon's focus on building cloud-based datacenters makes them irresistable now, but the future of the cloud is with applications that can use thousands of cores to create value.
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    "THE EVOLUTION OF NEW TECHNOLOGY New technologies go through predictable phases. The hype cycle is phase one. Cloud is well beyond that. Phase two: we build what we already have with the new technology. So, cloud-based file storage. Amazon has moved far beyond storage. They enable customers to build entire data centers in the cloud. That is their key strategic advantage. Phase three is where life gets interesting: we build what we could not build before. More on that in a moment. That's the build side. What about the use side? Today, customers are happy building data centers in the cloud. They are looking for AWS to add more capabilities so they can run their legacy apps and get rid of their internal data centers altogether i.e. cloud admin will be a fast growing occupation; sys admin won't. THE NEXT STEP The cloud has upended the enterprise storage market, but that isn't its competitive advantage. Local scale-out storage can be competitive with cloud because network bandwidth isn't cheap. What the cloud has that no enterprise-scale datacenter will ever have is the ability to spin up 10s of thousands CPUs - a virtual supercomputer - to run analytics against the data. CPUs are expensive - and they'll remain so as long as Intel can keep them that way. The ready access to massive CPU cycles means that cloud will always be better at deep analytics, especially ad-hoc queries, than enterprise scale datacenters. But more importantly, cloud-based machine learning, neural networks and artificial intelligence are the next major evolution in how we use data. And that's where Google has a huge lead over Amazon. Amazon's focus on building cloud-based datacenters makes them irresistable now, but the future of the cloud is with applications that can use thousands of cores to create value. Look at what Google - and Microsoft - has done with machine translation. Yes, you need many petabytes of storage for the corpus, but the real key is in the compute resources and algorit
Gary Edwards

Two types of fear, or how to win in the next stage of the cloud | ZDNet - 0 views

  • For years, big software providers like Oracle, SAP, IBM, and HP have been taking their big software solutions for managing business processes and slicing them into industry-specific solutions. And, of course, they'll also send an army of consultants who can help you customize those solutions to your specific company--for a big fee. All of these big software providers are now trying to transition their solutions to the cloud, or offer private cloud or hybrid cloud solutions. They usually aren't in a hurry to make this switch because it means swapping lucrative licensing and maintenance fees for software-as-a-service subscription fees. But, customer demand is driving the move to SaaS, and so is a host of new competitors--smaller, industry-specific vendors who can better cater to the needs of specific industries and sub-specialties.
  • Many of these smaller vendors are SaaS-first or have been able to navigate the transition to the cloud must faster because they are smaller and more narrowly-focused. We refer to this emerging movement as the "industry cloud" and we recently released a joint ZDNet-TechRepublic special feature on the industry cloud to delve into how it's affecting businesses of all sizes and in various industries and to give our readers some guidance and best practices for navigating it. If you're faced with the decision of sticking with a traditional vendor or trusting an upstart cloud company with your company's most important applications and data, then I'd definitely suggest reading our special feature to understand all of the nuances involved, as well as the drawbacks of going with an upstart cloud provider.
  • But, I'll also boil down the decision-making process for you. In this type of decision, there are two types of fear. And, it depends on which one motivates you more. If you have a solid market advantage to protect and don't need to innovate so much as simply remain steady and stable, then you should probably stick with your traditional vendor. Your biggest fear is making a mistake that could rock the boat.
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  • On the other hand, if your biggest fear is getting lapped by a competitor because you can't move fast enough, then you should give some serious consideration to the industry cloud upstarts, who can give you some important shortcuts and more hands-on service. They can also enable you to punch above your weight limit.And just to give you a little perspective on how the industry cloud is suddenly reshaping things, take a look at the following data point from the original research we did as part of our special feature:
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    ""The real opportunity is moving mission critical systems in the cloud. [Industries] are the biggest hold out. We see that as the biggest opportunity." That's how Stephan Scholl, co-president of Infor--an enterprise software company that specializes in solutions for specific industries--explains what he sees when he looks at the cloud market. For all of the endless hype about cloud computing over the past five years, most companies have remained slow to move their most important applications to the cloud. Sure, the cloud has been good enough to run a few experiments and save big money on licensing fees with less critical apps like HR and collaboration and some overly-glorified shared address books. That's because if those services go down or get hacked or employees have a slow internet connection then it's no big deal because people can still get their work done. It's different when it comes to the software that your whole company is logged into every minute of the business day. That was the conventional wisdom. But, it's starting to change. PINBOX The Industry Cloud: Why It's Next Read More Large enterprises, SMBs, startups, and everything in between are now taking a hard look at moving their core business applications to the cloud. While that obviously includes software like ERP and financial systems, the even more interesting story is the software that's specific to each industry--insurance, healthcare, manufacturing, real estate, etc. These industries all have specialized needs because they all have very different kinds of business processes. In many of them there are even sub-specialties within industries that have even more specialized needs. "
Gary Edwards

Gartner shows two-horse race in IaaS cloud: AWS and Microsoft Azure | CIO - 0 views

  • AWS and Azure are the only two vendors in the “leaders” quadrant of the report, with AWS clearly taking the top spot. A series of other providers – including Google, CenturyLink, Rackspace, VMware, Virtustream and to a lesser extent IBM’s SoftLayer received fairly high marks, but none have clouds that rival those from the big two. Between AWS, Azure and all the other vendors, there are significant differences, though, so Gartner says it’s important to pick the one that most closely aligns to your needs.
  • AWS was the first to market with an IaaS offering, based on Xen-virtualized servers and hasn’t looked back. It is the “overwhelming market share leader,” is “extraordinarily innovative, exceptionally agile, and very responsive to the market,” and holds a multi-year competitive advantage over Microsoft and Google, Gartner says.
  • AWS can be complex though. Pricing structures can be confusing and opaque – it charges individually for some services that other vendors bundle. This leads many AWS users to employ a third-party management vendor to help manage costs and deployments.
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  • Azure – the clear second choice Microsoft’s significant market share in the enterprise IT market combined with its continual investments in Azure make it the chief competitor to AWS. The company has a compelling bundled offering: Its public cloud integrates closely with its on-premises management tools, such as Windows Server and Systems Center. While it’s not at the scale of AWS, Gartner estimates that Azure has more than twice as much cloud IaaS capacity all the other vendors in the MQ, other than AWS.
  • If there are any cautions against Azure, it is that some features are not fully production ready. For example, Azure has been plagued with significant outages – something AWS battled a few years ago – so Gartner recommends that customers using Azure for mission-critical workloads employ a secondary, non-Azure disaster recovery backup plan.
  • The vendor perhaps most likely to take on the leaders in public IaaS cloud is Google. It has a massive data center footprint that it uses to run its own operations, which it now makes available for customers to use. This approach has allowed Google to quickly offer a compelling IaaS without significant investment. But the company is not an “enterprise vendor” in terms of its sales, support and partner offerings. “Google needs to earn the trust of businesses,” Gartner says.
  • A company like IBM has somewhat of an opposite problem from Google, Gartner says. It has a broad set of initiatives in the cloud (through SoftLayer), including managed hosting, application development (through BlueMix), SaaS and bare-metal provisioning. But Gartner says they are not bundled well. Rackspace is another company that has a strong set of offerings – from public IaaS cloud, to managed cloud, hosted private cloud and even bare-metal services as well. But the company no longer specializes in self-service public cloud and instead is targeting customers who are looking to take advantage of its support expertise in deploying applications, limiting the company’s reach.
  • VMware is having trouble with adoption as well, Gartner says. VCloud Air is its public IaaS cloud, but Gartner says the most likely advocates of that platform are VMware administrators, not business managers and development leaders who may be in better positions to drive cloud strategies. Those VMware administrators may be more comfortable building out a private-cloud than using VMware’s public cloud. CSC offers its own public cloud offering but it also provides consulting to help customers choose the best IaaS platform. A lack of investments in value-add services have led CSC advisers to recommend competitors clouds more than its own, Gartner says. HP was dropped from the Gartner report this year because it’s focusing on a hybrid cloud strategy and its public Helion cloud division doesn’t have enough market share to qualify.
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    "Research firm Gartner's annual report card on the public IaaS cloud computing market shows there is one clear leader - Amazon Web Services - and another clear challenger - Microsoft Azure. And then there is everyone else. "The market is dominated by only a few global providers - most notably Amazon Web Services, but increasingly also Microsoft Azure," Gartner researchers say, giving Google Cloud Platform an honorable mention. "Between them, these three providers comprise the majority of workloads running in public cloud IaaS in 2015.""
Gary Edwards

Netflix talks at Google cloud conference - Business Insider - 0 views

  • Netflix worked with Google to create a software program called Spinnaker, which allows companies to easily use Google's cloud, as well as Amazon's and Microsoft's. Netflix made Spinnaker available as a free and open-source project in November so anyone else can use it or contribute to it, and ideally, help Netflix maintain it. And Spinnaker is the topic of the talk that will be given by Netflix engineer Andrew Glover. Spinnaker allows a company to use multiple clouds, like Amazon, Google, and Microsoft, at the same time.  While Netflix is currently only using Spinnaker with its cloud provider of choice, Amazon, Wired reports, the threat is not subtle. Netflix isn't stuck with Amazon. Nor is anyone else that uses the tool.  GoogleDiane Greene Google needs to showcase big enterprise customers and offer them ways to easily try its cloud if it hopes to be a major presence in cloud computing.
  • Right now, it's considered a distant third behind Amazon and Microsoft, but Google dreams of it being huge. Top Google cloud executive Urs Hölzle says that, by 2020, Google could be making more money from cloud-computing services than it does from advertising.
  • To that end, Google recently hired Valley legend Diane Greene (buying out her startup in the process) to lead its cloud computing unit. Greene founded VMware and is known as a major angel investor in the Valley. She's helping Google create the culture and partnerships it needs to win big enterprise customers like Disney. 
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    " Netflix worked with Google to create a software program called Spinnaker, which allows companies to easily use Google's cloud, as well as Amazon's and Microsoft's. Netflix made Spinnaker available as a free and open-source project in November so anyone else can use it or contribute to it, and ideally, help Netflix maintain it. And Spinnaker is the topic of the talk that will be given by Netflix engineer Andrew Glover. Spinnaker allows a company to use multiple clouds, like Amazon, Google, and Microsoft, at the same time.  While Netflix is currently only using Spinnaker with its cloud provider of choice, Amazon, Wired reports, the threat is not subtle. Netflix isn't stuck with Amazon. Nor is anyone else that uses the tool.  Google Diane Greene Google needs to showcase big enterprise customers and offer them ways to easily try its cloud if it hopes to be a major presence in cloud computing."
Gary Edwards

New Study Shows AWS Losing Ground to Azure in Enterprises -- Virtualization Review - 0 views

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    "Although Amazon Web Services Inc. (AWS) still maintains its lead in the public cloud space, Microsoft's Azure platform may be turning the tide in larger enterprises. A new survey lends credence to that perception. The survey comes vio Sumo Logic, examining "The New Normal: Cloud, DevOps, and SaaS Analytics Tools Reign in The Modern App Era." Sumo Logic, which describes itself as a "machine data analytics service," contracted UBM to survey 235 IT operations, application development, and information security professionals at companies with at least 500 employees, with about half of the respondents working at companies with 5,000 or more employees. At that high end of the enterprise spectrum, the survey found, Azure actually beats AWS. "In the early days of the cloud, Amazon Web Services (AWS) took the lead as the cloud computing vendor of choice," the survey report said. "But the survey revealed that as the cloud matures, organizations are becoming more comfortable with vendors other than AWS and are using multiple cloud vendors. In fact, while other reports show that AWS still has a lead in cloud market share, the top cloud vendor in this survey -- which included only organizations with at least 500 employees -- was Microsoft Azure. [Click on image for larger view.] IaaS and PaaS Vendors (source: Sumo Logic) "When asked which IaaS or PaaS vendors they were using (with multiple responses allowed), 66 percent of respondents cited Azure. Interestingly, more than half of the Azure users were from organizations with more than 10,000 employees, which suggests that Microsoft's cloud is particularly popular with large enterprises. AWS came in second with 55 percent of respondents, followed by Salesforce App Cloud (28 percent), IBM Cloud (23 percent), and Google Cloud (20 percent).""
Gary Edwards

Cloud adoption soars, but integration challenges remain | CIO - 0 views

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    The cloud has quickly become a mainstay in IT departments, with recent research from cloud solutions provider RightScale showing 93 percent of businesses using cloud technology in some form or another. But it's not all smooth sailing after the initial migration and integration - many businesses find that the second wave of cloud adoption is just as rough as the first. According to RightScale's 2015 State of the Cloud report, which surveyed 930 IT professionals about their current adoption and future plans involving cloud computing, 88 percent of businesses are using public cloud technology and 63 percent are using private cloud. Eighty-two percent have a hybrid cloud strategy, up from 74 percent in 2014, a clear indication that the cloud has quickly become an essential ingredient of modern IT.
Gary Edwards

Google cloud chief on tackling the enterprise | CIO - 0 views

  • Now that companies can store all the data they want in the cloud for as little as $0.01 per GB per month, figuring out what to do with it all is a significant challenge, according to Greg DeMichillie, Google Cloud Platform's (GCP) director of product management, who spoke with CIO.com at the GCP user conference last week. "It's the needle in the haystack," DeMichillie says. "Companies are drowning in data that they know, or that they suspect, there's value in ... but they don't know how to get the value out of it."
  • "You don't replace a well-functioning application just because there's newer technology," he says. "You replace when the business need drives a need to modernize the application." 
  • Web serving technologies, data and analytics, archiving, storage, and developer tests tend to be the lowest hanging fruit for most companies, according to DeMichillie, because they're the easiest to move and deliver the quickest ROI. Businesses should try to shrink the footprint of legacy IT with the goal of moving all future development in the cloud, he says.
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  • Google's own products also benefit as the company open sources more of its technical infrastructure for GCP customers. For example, GCP shares a lot of underlying technology with Google for Work, including identity and access controls, users provisioning, and synchronizing with on-premise Microsoft Active Directory, according to DeMichillie.
  • Many enterprise cloud customers use a mix of offerings from Amazon Web Services (AWS), Microsoft Azure, IBM, GCP and other providers. "We have customers who are very multiplatform as a design principle," DeMichillie says. "They say, 'Look, I remember the '90s, I remember picking a vendor, then 10 years later being stuck.' We want to build not just on-ramps, but off-ramps.""If you are deeply unhappy with Google, you should be able to move off of us," he says. "You should stay with us because you're happy, not because we've put a bunch of hooks into the system that make it impossible to leave."
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    "Google is looking to strategically tackle the enterprise cloud market by open sourcing some of its internal technologies, embracing a multiplatform design principle and setting what it thinks are reasonable expectations for what its customers should move into the public cloud. The company hopes to continue making strides in the crowded market, which Amazon dominates, by helping enterprises identify business processes that can rapidly transition to the cloud and deliver the fastest ROI. Download the March 2016 digital issue Inside: What you need to know about staffing up for IoT, how cloud and SDN set Veritas free & much more! READ NOW Now that companies can store all the data they want in the cloud for as little as $0.01 per GB per month, figuring out what to do with it all is a significant challenge, according to Greg DeMichillie, Google Cloud Platform's (GCP) director of product management, who spoke with CIO.com at the GCP user conference last week. "It's the needle in the haystack," DeMichillie says. "Companies are drowning in data that they know, or that they suspect, there's value in ... but they don't know how to get the value out of it.""
Gary Edwards

Learn from past mistakes to avoid Amazon lock-in: Office 365 - 0 views

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    Hey David! The horses have left the barn. Unlike the last great platform transition, the move to the Cloud involves moving billion and billions of existing data bits and documents. Much of this content (data + documents) is valuable "in-process" information vital to the current operations of legacy business systems. The last time there was a platform shift it was from the Mainframe-workstation era to the PC client-server era. Digital information was in its infancy. Today the volumes of digital business information is enormous. Meaning, the horses have already left the barn. The lock-in is set. Volumes of document content is locked into Microsoft Office applications, and can only be "worked" by either Microsoft Office, or Office 365. No business is going to move their systems to the Cloud and leve these billions of "in-process" documents behind. Another aspect to consider is the productivity equation which says that collaboration = the integration of communications and content (data + documents). ALL THREE must be integrated!!! Meaning if Microsoft apps have billions of documents locked up, an enterprise cannot make a decision based on best communications or data integration. They must choose Microsoft's Cloud where all THREE aspects can be integrated. This is the hook that has made Office 365 the most successful Cloud mover ever (85 million subscribers with an annual run rate of $13.5 billion - and all this after only two years in the marketplace) Quote: "The majority of IT decision-makers believe that vendor lock-in prevents their companies from maximizing the business value of public cloud. IT leadership often chooses not to move applications to the public cloud because they believe investing in just one cloud provider will hinder flexibility. Several studies reinforce this conclusion, stating that the overwhelming market dominance of public cloud players, like AWS, is negative for the industry. Even when using core services, such as Amazon Elast
Gary Edwards

Office 365 and Google for Work adoption rates to grow rapidly | CIO - 0 views

  • Large enterprises are slower to fully embrace the cloud, and they're about five years behind their small business counterparts. It will be a full decade before half of the respondents from large enterprises run 100 percent of their IT in the cloud, according to the report. 
  • 66 percent of Google for Work customers who took the survey plan to run all of their IT in the cloud by 2020, compared to 49 percent of Office 365 customers.
  • Google customers plan to fully embrace the cloud quicker than Microsoft's users;
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  • Google's customers also run more cloud applications on average than Office 365 users. However, that is expected to change during the next two years, as companies that invest in Office 365 embrace more of Microsoft's apps, according to the report.
  • Organizations are also moving away from legacy applications and platforms in favor of cloud apps such as Gmail and Outlook.
  • Enterprises customers who participated in the survey run an average of 18 cloud applications today, but that number is expected to nearly triple to 52 applications by 2017, according to BetterCloud.
  • The older the organization, the longer the cloud-transition process, BetterCloud says.
  • Nearly 96 percent of the IT-professional respondents who work at companies that are five years old or younger expect to run all of their IT services in the cloud by 2026, according to the survey.
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    "Cloud-based platforms such as Google for Work and Microsoft Office 365 are far from ubiquitous in today's workplace, but they're seeing rapid adoption, and that trend is going to continue. In fact, more than half of the small-to-medium size businesses (SMBs) queried as part of a new survey from BetterCloud plan to run all of their IT services in the cloud within five years. State of the CIO 2015 More than 500 top IT leaders responded to our online survey to help us gauge the state of the READ NOW The corporate adoption rate of complete IT-in-the-cloud infrastructure will more than double during the next two years, according to the 1,500 IT professionals surveyed. Today only 12 percent of the respondents run all of their IT in the cloud, but that number will increase to 26 percent by 2017 and nearly 70 percent by 2025, according to BetterCloud, which sells IT administrative tools for both Google for Work and Microsoft Office 365."
Gary Edwards

This table shows why Microsoft is in unique position to lead cloud computing market - M... - 0 views

  • Many of our customers embrace Identity as a first step in moving to the cloud. Office 365 and Azure share the same identity system with Azure Active Directory therefore providing a simple, friction free experience for our customers. And with Office 365 commercial customers surpassing 70 million monthly active users, Azure adoption is quickly following suit. Once in Azure, customers tend to start with IaaS and then quickly extend to using both IaaS and PaaS models to optimize productivity and embrace new opportunities for business differentiation. Today fifty-five percent of Azure IaaS customers are also deploying PaaS.
  • Microsoft today said that Gartner has placed Microsoft Azure as a leader in its Magic Quadrant for Cloud Infrastructure as a Service for the third year. Read about it here.
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    Aug 4, 2016 at 18:30 GMT Everyone knows that Amazon is the current leader in the cloud infrastructure market by a huge margin. But it is not just about cloud infrastructure (IaaS), enterprises need SaaS, PaaS, and several others for a complete solution. Microsoft today highlighted that they are the only vendor recognized as a leader across Gartner's Magic Quadrants for IaaS, PaaS and SaaS solutions for enterprise cloud workloads. Microsoft is in a unique position with their extensive portfolio of cloud offerings designed for the needs of enterprises, including Software as a Service (SaaS) offerings like Office 365, CRM Online and Power BI and Azure Infrastructure as a Service (IaaS) and Platform as a Service (PaaS). And Microsoft's cloud vision is a unified story that we're executing on with the same datacenter regions, compliance commitments, operational model, billing, support and more. The ability to deploy and use applications close to data with consistent identity and a shared ecosystem, means greater efficiency, less complexity, and cost savings. Take a look at the table on the top, Microsoft is a Leader in almost 18 different cloud solution categories while Amazon is a leader in only three of them and Google in none."
Gary Edwards

Meteor Is The App Platform For The New World Of Cloud-Client Computing - 0 views

  • To adequately understand the opportunity on which Meteor is trying to capitalize, you need a racewalk through the history of computing. Meteor CEO, Geoff Schmidt, put me through these paces in a recent meeting at his HQ in San Francisco. First there were mainframe computers that people accessed through dumb terminals. With the rise of the PC, networks of autonomous machines shared databases on servers over corporate networks. Software companies completely rewrote their applications to create better graphical user interface-based experiences that took advantage of the processing power on people’s desks. Superficially, the web seems to mimic this client-server model. But for most of its history it has resembled the mainframe era with the “cloud” of web servers sending entire web pages to dumb browsers. Web browsers (like the mainframe terminals before them) are “thin” clients in comparison to PCs which are “thick” clients.
  • Web browsers, however, had a “massive distribution advantage,” says Schmidt, which “overwhelmed the user experience advantage” of more powerful desktop app clients. The rise of the smartphone has made the mobile web or app client more and more powerful. 20 years on, we’re back to “thick” clients. That supercomputer in your pocket can do a lot more than render a web page on its screen, and this has shifted the pendulum back towards distributed processing.
  • The astounding scale of this revolution is captured by Benedict Evans, an a16z partner, in his presentation, Mobile: It Changes Everything. “An iPhone6 CPU has 625 times the transistors than a 1995 Pentium,” he points out. And on the launch weekend for the iPhone 6, “Apple sold ~25x more CPU transistors than were in all the PCs on earth in 1995.”
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  • My understanding of this alternation between periods of centralized and distributed computing leveled up when I read a16z partner Peter Levine’s trend piece on Cloud-Client Computing. He writes, “we have more processing power in our hands today through smartphones than we did in large computers decades ago. So why shouldn’t some of this processing move out of the cloud and back into the endpoint, into the phone?” This move has many advantages since Levine says, “the cost of an endpoint CPU and memory is a 1000x cheaper than the cost of CPU and memory in the server.” And smartphones don’t need to be cooled (a major cost for data centers), “so it’s almost like free computing at the endpoint.”
  • Levine has been Meteor’s champion at a16z since his first meeting with the founders post-Y Combinator in 2012. Javascript started as a client-side language that benefitted from the increasing compute power of the devices rendering web pages. Over time, javascript has gone from providing some animated touches to “running the application logic locally on the client [that] results in performance, usability and scale for users,” Levine wrote at the time. Meteor’s big breakthrough has been to run the same javascript code “isomorphically” on both the client and the server. If you put Levine’s perspective on distributed computing together with Meteor’s method for building apps for this environment it is easy to see how this becomes a significant story.
  • Levine concludes his piece with the observation that, “These endpoints aren’t just phones; they could be wearables and other small devices and screens connected to the internet. Beyond the devices themselves, it all adds up to a massive amount of compute power. The next decade of computing will be about doing something with it.” Clearly we are no longer in the land of apps as shiny novelties. Instead, we are talking about decentralizing computing power while making better use of it. From this perspective, utilization of these resources is dependent on the ease of app development and deployment.
  • Interestingly, Schmidt and his partners Matt DeBergalis and Nick Martin were originally planning to build a “local, mobile, social travel guide monetized with deals” at Y Combinator. (Schmidt writes this off as a “sign of the times.”) The partners noticed how much time the other teams were spending just getting their apps to work as opposed to working on their products. The Meteor team pivoted when they realized that their framework was their product.
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    "What is an app? Most people think of them as the little, self-contained bits of software on our phones. They have shiny icons, and we get them through app stores. Sometimes they are useful. Often they are amusing distractions. But there is another way to think about apps in terms of the data they consume and create. In this view, apps are what will turn the global network of smartphones into a massively distributed computing platform. Everything we know about user experience still applies in this world, but reducing friction for each user is only part of the problem. The bigger issue becomes how to coordinate the data bouncing around between all of these devices and servers in the cloud. This coordination is the primary problem that the JavaScript app platform Meteor has set itself to solve. In order to scale, the solution must be simple. Skilled app developers and data scientists are already in scarce supply. Software may be eating the world, as Marc Andreessen says, but not, in fact, nearly fast enough to keep pace with global problems it could be solving. Andreessen Horowitz (a16z), has invested in both Meteor's A and B rounds (Matrix Partners led the B round with total funding now more than $30 million). Pointing to the road not taken by the browser company he co-founded, Andreessen has said "Meteor is what we should have built in 1994 at Netscape.""
Gary Edwards

Werner Vogels: Amazon builds it own tech - Business Insider - 0 views

  • To decode that a little, he's saying that by using AWS, businesses turn their IT into a monthly operating expense. But Amazon still has to cough up huge chunks of capital-expense cash in advance to outfit its data center, so it's motivated to find ways to do that as cheaply as possible.
  • That's already playing out with Facebook's OCP project. Although Amazon hasn't publicly said it is working with the OCP, just about every large cloud company has signed up, including Apple, Microsoft and, more recently, Google. And so have some very large enterprises like Goldman Sachs.  While vendors like Dell and HP are involved in OCP, they aren't in the driver's seat. For the first time, that seat is filled with the companies who are using the equipment, not the vendors selling it.
  • Vogels believes the move to the cloud will get even more intense (and most market researchers agree with him).
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  • It has already reshaped how startups are launched. AppleThese days, all you need to launch a startup is a laptop."The startup world is radically different today than it was 10 years ago. A typical investment 10 years ago, to be able to get a business off the ground that needs to scale in one way or another, was around $5 million. Today, for $50,000-$100,000, you can get yourself a pretty good businesses started ... the rise of the whole startup culture is largely driven by cloud." The same thing is happening now to established companies, even those who previously ran their own private data centers. "Moving over to the cloud allows them [companies] to have their engineers focus on things that matter for the business," he tells us.
  • "If you look at other cloud providers in the market, there's quite a few of them still sort of in the phase where AWS was five, six years ago — in 2010 — at the moment we were still much more focused on the infrastructure side of things than the sort of rich collection of services."
  •  
    "There's no question Amazon is turning the screws on the $140 billion data-center-tech industry. Amazon has grown to become the largest player in the rapidly growing cloud industry as its cloud platform, Amazon Web Services (AWS), celebrates its 10-year anniversary.  And in the process, AWS has sent shockwaves through the traditional enterprise sector. In an interview with Business Insider, Werner Vogels - the CTO of Amazon in charge of AWS - explained why hardware companies aren't going to get any respite any time soon. Hardware builders are getting squeezed out the game Right now, instead of buying all of their own computers, networks, and software, businesses large and small are opting to rent it all from cloud-computing vendors. That spells bad news for companies like IBM, HP, Dell, EMC, Cisco, the hardware makers selling companies the servers, storage, and management software."
Gary Edwards

Teaching Google to Sell 'Cloud' to Companies - WSJ - 0 views

  • In its latest effort to catch up, Google, a unit of Alphabet Inc., GOOGL -0.35 % is turning to Diane Greene, a Silicon Valley entrepreneur who built VMware Inc. VMW -0.24 % into a corporate-computing powerhouse. Google Chief Executive Sundar Pichai is giving Ms. Greene unusual authority over the company’s cloud efforts, including oversight of engineering, sales, support and marketing.
  • Her most important role at Google isn’t on the organization chart: teaching Google how to sell to companies.
  • Amazon has adopted the latter approach. Amazon worked with General Electric Co. GE -0.39 % for four years to help the industrial conglomerate reduce internal applications to 5,000 from more than 9,000 and move them to Amazon and other cloud services over time. That will allow GE to eliminate 30 of its 34 world-wide data centers and roll out new applications in as little as five minutes, Jim Fowler, GE’s chief information officer said at an Amazon conference in October. Last year, Amazon introduced a consulting business that has worked with Kellogg Co. K -0.27 % and Merck MRK -0.25 % & Co., among others. An Amazon spokeswoman declined to comment.
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  • The result: Amazon has a big lead in the $11.5 billion market for “cloud infrastructure services,” such as selling metered access to computers and storage systems. Google ranks fourth, also behind Microsoft Corp. MSFT -0.27 % and International Business Machines Corp. IBM -0.21 % , according to Synergy Research Group.
  • To bring Ms. Greene on as an employee, Google acquired Bebop Technologies Inc., a secretive startup she founded in 2012. She remains tight-lipped about technical details, but said Bebop is developing technology for building more-powerful and easier-to-use business-software applications. That work will continue. Last week, Google closed the acquisition with most of Bebop’s 39 employees joining Google.
  • Sebastian Stadil, CEO of Scalr, a cloud-computing firm that works closely with Google.
  •  
    "Google operates one of the world's biggest networks of computers. But its business of renting time on those computers to others-a concept known as cloud computing-lags far behind Amazon.com Inc. and others."
Gary Edwards

MSFT Stock: Here's Why the Bears Are Wrong on Microsoft Corporation (NASDAQ:MSFT) - 0 views

  •  
    "One standout in the cloud business is the company's "Office 365" product suite. Nadella took the old Office suite, which charged users every couple of years for a licence, and moved it to the cloud, where users now pay a monthly fee instead. Microsoft hasn't given a revenue breakdown for Office 365, but in the latest quarter, Microsoft said that revenue grew 63% on a constant currency basis over the same time last year. It also now has 22.2 million subscribers, up from 20.6 million subscribers in the previous quarter. Bernstein analyst Mark Moerdler forecasts that the cloud version of Office 365 had annual sales trending to $6.5 billion in the most recent quarter. (Source: "Microsoft Office Shines in the Cloud, Azure Will Be Profitable, Says Bernstein," Barron's, April 8, 2016.) That's out of total commercial cloud revenue that Microsoft reported of $10.0 billion in annualized sales. (Source: Microsoft Corporation, op cit.) So Office 365 is growing like crazy, but that's not the only bright spot in Microsoft's cloud business. In the battle for cloud computing services, "Microsoft Azure" is second to Amazon.com, Inc.'s (NASDAQ:AMZN) "Amazon Web Services" (AWS). However, Microsoft is starting to gain. While Azure has about 10% of the market to AWS's 30%, Azure is becoming bigger and bigger and it's bound to erode Amazon's lead. In the latest quarter, Azure grew 120% on a constant currency basis, which is almost double AWS's growth. (Source: "How Microsoft's Azure Is Giving Stiff Competition to Amazon's AWS," Yahoo! Finance, April 8, 2016.) Again, Microsoft didn't break down revenue for Azure but according to Bernstein's Moerdler, Azure's annual sales run rate is about $1.8 billion. (Source: Barron's, op cit.)"
Gary Edwards

How Google plans to beat Amazon - Business Insider - 0 views

  •  
    "Google is going after the cloud computing market in a big way. The company invested nearly $10 billion of capital expenditures to build its cloud business in 2015 alone, new cloud leader Diane Greene said during her keynote speech on Wednesday at Google's cloud tech conference in San Francisco."
Gary Edwards

Microsoft's Path Is Leading to a Connected World -- Redmondmag.com - 0 views

  • The Xamarin story isn't about building flashy consumer games or apps to sell for 99 cents; rather, it's a route to building line-of-business apps that tie into enterprise databases (on-premises or in the cloud) and then deploying those apps to a fleet of business users who don't have to be tied down to a single platform. Your new enterprise search app can run on an iPhone, an iPad Pro, any current Android device, or a Windows Phone or tablet.
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    "Back in Microsoft's early days, Bill Gates and Paul Allen devised the mission statement that became the formula for their company's success: "A computer on every desk and in every home, running Microsoft software." Fast-forward a few decades and the playing field has changed. For starters, the notion that we can get by with just one computer at home and one at the office is downright quaint in 2016. Then there's that word software, which brings up images of shrink-wrapped retail packages and CD jewel boxes. Today, most modern development is aimed at creating apps that are lightweight and easily available for modern mobile platforms. And even traditional software is morphing into services, managed in the cloud and available from just about anywhere with Internet access. Microsoft Azure services are gradually replacing on-premises servers, and Office 365 subscriptions are eating into the market for perpetual Office licenses. Put it all together, and I suggest it's time for Satya Nadella's Microsoft to adopt a new mission statement: "A connected world, filled with intelligent devices running Microsoft services and apps." The company's latest financial results suggest that Microsoft is living up to that mission statement. The Intelligent Cloud segment, which combines traditional server products and cloud services like Microsoft Azure, is top dog in Redmond. In the first half of fiscal 2016, Microsoft's combined commercial cloud businesses grew 70 percent compared to the previous year, and that growth rate shows no signs of stopping. To get to that point, Microsoft had to get rid of the mindset that Windows was its most important product. And, indeed, that's happening already. Aaron Levie, CEO of Box and a Silicon Valley veteran, told me recently that he thinks Microsoft has mastered the art of "openness." The result is a series of moves that would have been unthinkable even five years ago, with a steady stream of apps for iOS and Android, including Office 365 rele
Gary Edwards

What happened in 2016 that nobody noticed - Bloomberg Technology - Medium - 0 views

  •  
    "Vas Natarajan, partner at Accel: "I wonder if we'll look back at 2016 as the year Microsoft laid the tracks for a huge victory in the cloud wars. There's a major flank happening here in bits and pieces - and many of those pieces began to fit together this year: Office 365 becoming the de facto cloud productivity package for enterprise workers; The acquisition of LinkedIn as a foundational data asset for a pending assault in sales and marketing SaaS; Azure becoming a credible, cost effective IaaS/developer platform with meaningful enterprise sales/support/solutions; MSFT's accelerating support of open platforms & open source; Continued investment in the oft-dismissed .NET developer crowd with their Xamarin purchase; and Fervent, organizational-wide support of Satya and his vision for serving a mobile, cloud, data-enabled world. This doesn't even consider the massive incumbency advantages MSFT already has given their years of selling to the enterprise." "
Gary Edwards

This 26-Year Old Box.net Founder Is Raising $100 Million To Take On Giants Like Microsoft - 0 views

  • Within the enterprise, if you compare Box to something like IBM Filenet, or Microsoft SharePoint, you get almost a 10x improvement on productivity, speed, time to market for new products. So we saw an opportunity to create real innovation in that space and that's what got us excited
  • We think the market for enterprise collaboration will be much larger than the market for checking into locations on your phone."
  • What you saw with the suite product from Microsoft [Office 365], they're trying to bundle ERP, CRM, collaboration, e-mail, and communication all as one package.
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  • If you go to the average company in America, that's not what they've implemented. They've implemented Salesforce as their CRM, Google Apps for email -- a large number of them, in the millions -- they'll be thinking of Workday or NetSuite for their ERP.
  • best-of-breed aspect
  • social
  • Time is on his side -- and working against Oracle and Microsoft.
  •  
    Good interview but i'm looking for ways to short Box.net.  I left lots of sticky notes and highlights on this page - all of which are under the Visual Document list since i didn't have a Cloud Productivity list going.  I spend quite a bit of time studying Box.net, DropBox and a ton of other early Cloud sync-share-store operations while doing research for the Sursen SurDocs product.  Also MS-Live/Office/SkyDrive and Google Docs Collaboration.  No one has a good bead on a Cloud Productivity Platform yet.  But Microsoft and Google clearly know what the game is.  They even have a plan on how to get there.  Box.net, on the other hand is totally clueless.  What are these investors thinking?
Gary Edwards

3 steps to digitizing your work for maximum productivity | CIO - 0 views

  • Why go digital?One advantage for businesses to ditch paper– and perhaps the single most important factor – is convenience. Digital data is both highly searchable, and is also easily transferrable. What’s more, the mature state of cloud services today means that you can expect the information you store online to be available across whatever devices you may own -- be it a smartphone, tablet, PC laptop, Mac computer – or even a Web browser at a cybercafé or hotel lobby when on a vacation.Digital documents are also clearly suited to data backup. Despite the calibration required to get things set up in a way that works for you, it’s infinitely easier to make a copy of digital data versus photocopying stacks of printed invoices or bills. And a growing list of cloud storage services (Dropbox and SugarSync, to name two) have taken document storage a step further by saving multiple versions of a doc so you can revert to earlier versions of a document if necessary.
  • Finally, digitization opens the door to greater levels of collaboration at work by making it easy to collaborate with coworkers on only the relevant data. On this front, an entire generation of online tools are available for a diverse range of tasks such as time tracking (Toggl), project management (Asana) and collaboration (Yammer) – of which all are captured digitally without printing out a single piece of paper.So how should you go about joining the digital document revolution? More like this 12 Evernote hacks and apps for power users 8 time-saving productivity hacks 20 uses for Evernote that you probably haven’t thought of yet on IDG Answers How to disable the Windows button on a Microsoft Surface tablet?
  • 1. Choose a digital notebook systemOne of the starting points for digitizing your business docs is to decide on a platform for filing away notes, ideas and documents. Not only does it serve a critical role as a virtually unlimited digital repository for filing important details, charts, audio clips or screen grabs, a good digital system will make it easy to organize and find the information when you need it.
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  • Microsoft OneNoteThe popular Microsoft OneNote allows you to enter rich text, images, media files or even drawings into fully searchable notebooks. OneNote works on a variety of platforms, including Windows PCs, Mac computers, Android and iOS devices, and even from a Web browser.The strength of OneNote is its support for freeform data, with complete freedom to align (or misalign) text and all supported objects. The latest version also adds Optical Character Recognition (OCR) for images, making it easy to search for specific words within new images, and adds support for Dropbox on top of Microsoft’s own OneDrive cloud storage service.
  • EvernoteEvernote is another popular, free, online note-taking service. It offers effectively unlimited storage, albeit with a monthly upload cap (which is much larger for users willing to shell for one of the two fairly inexpensive tiers). The advantage of Evernote is its support for an incredibly diverse list of platforms, which includes native support on the BlackBerry 10 smartphone, third-party clients for Linux, and even scanners with the capability to scan straight into Evernote.Notebooks can be shared among multiple users – including those without a paid account – while individual notes can be shared publicly with a unique URL. Evernote also saves multiple versions of a document, which ensures that any accidental edits can be undone. Finally, paid users get to work offline, and can utilize the service to conduct text searches through Office docs and PDFs, as well as stored in Evernote.
  • Other optionsFor those of us who keep a to-do list, Trello and Todoist are digital equivalents that can facilitate collaboration with colleagues. Google Keep captures notes, lists, photo and audio via supported Web browsers and mobile devices. Finally, there is the text-only SimpleNote, or even the Notes feature in Microsoft’s Office 365 or an on-premises Exchange Server deployment.
  • 3. Effortlessly digitize legacy dataHaving the tools and the capability to natively capture your notes, docs and the like in digital form is a good thing. But that doesn’t mean you’re going to stop receiving paper bills, invoices, statements, receipts, business cards, product brochures and other printed material.One of the best ways to minimize ink-on-paper collateral is to aggressively digitize all documents whenever possible. You have a variety of options. The easiest is to use a smartphone app such as Scanner Pro to quickly capture everything from business cards to paper printouts. Quality may vary, however, depending on such environmental factors as lighting and the quality of your smartphone’s camera.
  • A more robust alternative is to make use of an automatic sheet-fed scanner – such as the NeatConnect Wi-Fi scanner – to scan printed sheets straight to OneNote or Evernote. Portable scanners also exist, such as the battery-powered Doxie Go Wi-Fi and Doxie Flip. The former lets you scan wirelessly to an iPad or iPhone, while the latter is best described as a portable flatbed scanner that can be inverted to scan items that are fixed in place, or which are too thick to pass through a sheet-fed scanner.
  • Finally, the Fujitsu ScanSnap SV600 is a deskbound scanner that simplifies digitizing magazines and bound books. Items are placed face-up on its scanning mat. The scanning takes about three seconds to dump into a USB-connected computer. Any curvature in the pages is automatically smoothed out via software, resulting in a high quality capture.Depending on your needs, the ScanSnap SV600 could allow you to continue scribbling down your ideas and notes in a physical notebook, yet be able to quickly scan the physical pages into their digital notebook of choice at the end of each day.
  • Of course, this is just the tip of the iceberg when it comes to digitizing your work. There are hundreds of tools that exist to facilitate the full range of business activities and processes without ever having to involve a single printed sheet.
  •  
    "From the earliest days as a marketing slogan, the elusive concept of the so-called paperless office may finally be taking shape, if anecdotal evidence is anything to go by. A growing number of small businesses and startups, unencumbered by legacy processes, are quietly ditching printouts for an all-digital ecosystem, buoyed by soaring BYOD ownership and growing familiarity with a plethora of cloud services. IT Resume Makeover: How to add flavor to a bland resume Don't count on your 'plain vanilla' resume to get you noticed - your resume needs a personal flavor to READ NOW Perhaps not-so-surprisingly, the driving factors are collaboration and productivity, as opposed to any ecological or "green" concerns. With this in mind, we take a look at the advantages of going digital, and outline how workers can embrace this new digital-first paradigm to collaborate more, do things faster and work more efficiently than ever."
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