@Alibaba, the biggest cloud provider you don't spend a lot of time thinking about (but should), is deploying @CloudFoundry on its infrastructure, and joining the Cloud Foundry Foundation as a gold member. Cloud Foundry is an open source platform designed to automate infrastructure provisioning and management and make workloads more portable across public and private clouds. By writing applications to Cloud Foundry APIs, developers can enhance application portability and minimize cloud lock-in. (See @Google & @Microsoft Tout Multi-Cloud, but Where's @Amazon?) Alibaba Cloud is the biggest cloud provider in China and among the three largest globally, according to a press release from the Cloud Foundry Foundation issued Wednesday. (See Cloud Foundry Now Available on Asia's Leading Cloud Provider Alibaba Cloud.) (Jefferies ranks Alibaba fifth rather than third, but either way, Alibaba is really, really big.) (See Google & Alibaba Cloud Gaining Fast in Public Cloud – but AWS Still Rules.)
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Wednesday, April 18, 2018
Thursday, April 12, 2018
China Is Nationalizing Its Tech Sector
As Bloomberg News reported this week, a key stumbling block in trade negotiations between China and the U.S. has been Beijing's extensive support for its technology firms. But if President Donald Trump's administration thinks that will change any time soon, it hasn't been paying attention: Far from reducing support for the tech sector, China is on the verge of nationalizing it. By many measures, China's tech companies seem unstoppable. Private equity and venture capital investment grew from $14 billion in 2012 to $120 billion in 2017. Last year, 34 Chinese companies joined the elite ranks of startups valued at more than $1 billion, second only to the U.S. From health care to bike-sharing, Chinese companies are improving on ideas from overseas and innovating in their own right. And it's not just startups. China's established tech firms -- notably @Baidu, @Alibaba and @Tencent, or the BATs -- are experiencing enormous growth as well. @Tencent Holdings Ltd., with nearly 1 billion users, reported that its net income almost doubled in the last quarter, to $3.3 billion. Alibaba Group Holding Ltd., which dominates online retail, is expecting growth of 55 percent this year. Investors may worry about Chinese debt, but they're giddy about Chinese tech.  At first glance, this rapid growth would seem to dovetail with the government's efforts to prove its market bona fides. China regularly pushes for recognition as a market economy at the World Trade Organization, while touting the benefits of "supply-side reform" at home. In a speech at the most recent Communist Party Congress, President Xi Jinping pledged to "support the growth of private businesses." Look beyond such rhetoric, though, and a very different picture emerges. Communist Party committees have been installed at many tech firms, reviewing everything from operations to compliance with national goals. Regulators have been discussing taking a 1 percent stake in some giants, including Alibaba and Tencent, along with a board seat. Tech companies have been widely encouraged to invest in state-owned firms, in the hopes of making them more productive. The common denominator of all these efforts is that the government wants more control. An executive at a Chinese search engine recently summed up the new dynamic: We're entering an era in which we'll be fused together. It might be that there will be a request to establish a Party committee within your company, or that you should let state investors take a stake, you know, as a form of mixed ownership. If you think clearly about this, you really can resonate together with the state. You can receive massive support. But if it's your nature to want to go your own way, to think that your interests differ from what the state is advocating, then you'll probably find that things are painful, more painful than in the past. This quasi-nationalization applies to China's startup scene, too. One recent report found that 60 percent of Chinese unicorns have either direct or indirect investment from the BATs. China's venture-capital sector is dominated not by traditional tech dealmakers but by the state: There are more than 1,000 government-owned VC firms in China, controlling more than $750 billion.  All this has direct consequences for the trade dispute with the U.S. A recent research note from Natixis SA found that 70 percent of the products targeted by the Trump administration in its initial tariff list fall under the China Manufacturing 2025 initiative, which aims to support Chinese companies in 10 high-tech sectors, including robotics and biotechnology. If Beijing insists on protecting those industries -- as it gives every indication of doing -- significant progress on trade talks seems unlikely. Perhaps a bigger worry for China, though, is that this creeping nationalization could harm its most dynamic companies. Lavishing the new national champions with handouts -- such as cheap loans and employment subsidies -- could turn them into rent-seekers. More bureaucracy could mean less efficiency and growth. Firms may start currying government favor rather than taking risks and innovating. Tech could become the new coal. And that wouldn't be in anyone's interest.
Monday, April 9, 2018
China Now Has the Most Valuable AI Startup in the World
Tuesday, April 3, 2018
Multi-Cloud Orchestrator Morpheus Data Adds Alibaba Cloud, Cisco SDN Support
Adding @Alibaba Cloud support came in response to a request from Chinese service provider customer Beijing Internet Harbor, said Brad Parks, VP of marketing and business development at Morpheus. And, he added, “we’ve seen Alibaba pop up in India, the U.S., as well, especially among global companies” as the cloud provider expands its reach beyond China.
Meanwhile Morpheus, which spun out of San Mateo, California-based private equity firm Bertram Capital in 2014, has been expanding its reach with marquee customers including McDonald’s, BlackRock, HSBC, Spireon, AstraZeneca, Arris, and Quicken Loans.
“Morpheus got its start as a tool designed and built by DevOps guys to get their jobs done,” Parks said. “They looked at Cloud Foundry, some of the VMware suite, other automation tools and didn’t find what they needed. And now we are helping large enterprises enable self-service deployment of application stacks across any physical infrastructure they may have on premises, or a multitude of public clouds.”
Sunday, April 1, 2018
Lenovo, China Telecom Mull CDR Homecomings
Wednesday, March 21, 2018
Morpheus Data Simplifies Multi-Cloud Self-Service and Orchestrates Hybrid IT
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Today, Morpheus Data announced updates to its unified multi-cloud orchestration platform which will enable customers to develop new applications faster with less administrative overhead on virtually any cloud or infrastructure. News highlights: @MorpheusData provides 150x faster app deployment now on even more #cloud and #devops tools with @Alibaba_Cloud and @Cisco #CiscoACI Tweet this Multi-cloud expansion to Alibaba and AWS GovCloud Network automation and SDN support for Cisco ACI Global search of all connected clouds and infrastructure According to 451 Research, the cloud-enabling technology market will approach $40 billion by 2020, growing at 13% CAGR1. While 59% of organizations have a majority of IT on-premises today, the balance is expected to swing off-premises in the next two years2. “Transformation requires the right underpinning cloud platform,” says William Fellows VP of Research, 451 Research. “Unified offerings like Morpheus reduce tool sprawl and simplify provisioning across an increasingly diverse ecosystem of technologies and suppliers.” The rapid shift to hybrid IT coupled with increasing pressure from development teams creates a challenge for resource constrained IT departments. Morpheus bridges the gap between digital business expectations and IT service delivery through a systematic approach to cloud optimization, governance, automation, and production operations. With these updates, enterprises, governments, and service providers can provide simple self-service app deployment faster than ever before. “Customers often turn to us when other multi-cloud automation projects fail to deliver,” said Brad Parks, VP of Business Development, Morpheus Data. “With Morpheus, they find a breadth of third-party integrations and native capabilities that narrow tools from traditional vendors simply can’t match.” Expanding cloud coverage for new geographies and markets 68% of organizations report they plan on using more than one cloud service, which can lead to tool sprawl if organizations do not standardize management3. This multi-cloud challenge is amplified by the constantly changing cloud provider landscape. One example is Alibaba Cloud, the leading cloud provider in China, and one of the fastest growing public clouds in the world. With the new Morpheus integration into Alibaba, global organizations can standardize all public and private cloud operations to assure compliance and reduce cost. Security and compliance is of particular importance to public sector organizations. AWS GovCloud is an isolated AWS region that allows U.S. government agencies and customers to safely move sensitive workloads into the cloud while addressing regulatory requirements. Now with support for AWS GovCloud, Morpheus customers can eliminate management silos that may have been associated with these specialized accounts. For VMware customers and service providers who want to simplify multi-cloud orchestration and avoid tool lock-in, Morpheus has expanded support for vCloud Director and enhanced performance with VMware vSphere. These integrations enable forward-looking organizations to improve the ROI from existing VMware investments while providing an open path to cloud-native technologies such as containers and serverless computing.
Monday, March 12, 2018
'Worlds are being disrupted' by our data-driven approach: Splunk CEO
Sticking to tradition in retail — specifically, choosing what to sell without having the data to back up the decision — could be what's killing struggling chains. That's at least if you ask @Doug Merritt, the president and CEO of software analytics play @Splunk, who told @CNBC on Monday that picking items to sell without consulting customer data could land retailers in jeopardy. "If you're doing it that way, it's going to be harder and harder to be successful," Merritt told "Mad Money" host @JimCramer. "That is not the way that @Amazon's doing it. That's not the way that @Mercadolibre's doing it. That's not the way @Alibaba's doing it."  "Worlds are being disrupted because people are taking a data-driven approach right now to understanding product velocity [and] customer needs," Merritt continued. Splunk is partnered with Amazon's cloud arm, Amazon Web Services, and boasts clients such as Coca-Cola, Nordstrom, Groupon and the state of Alaska. The San Francisco-based company helps clients gather real-time data related to their businesses to smooth operations, heighten security and gain eye-opening insights into their customers. For retailers in particular, Merritt's company hones in on ultra-specific data points that paint a picture of broader customer patterns, wants and needs. "There are signals — WiFi hotspots, mobile devices, sensors on the stores — that, if you know how to trap, you can do a much better job of understanding what your customers need and listening to that customer so you can be successful," the CEO said. These days, Splunk is moving towards a more "prescriptive" model, telling customers not only that they need to harness their data to survive, but also explaining which data points are most useful and how to use them, Merritt told Cramer. The move is part of Splunk's push to create faster "time to value" for their customers, which comes in handy for multinational companies that need to comply with foreign regulations, the CEO said.
https://www.google.com/amp/s/www.cnbc.com/amp/2018/03/12/splunk-ceo-worlds-are-being-disrupted-by-our-data-driven-approach.html#ampshare=https://www.cnbc.com/2018/03/12/splunk-ceo-worlds-are-being-disrupted-by-our-data-driven-approach.html
China’s race for the mother of all supercomputers just got more crowded
@Baidu, @Alibaba and @Tencent jockey for position in the development of #quantumcomputing, which delivers a faster and more efficient approach to processing information than today’s fastest computers
Long considered the Holy Grail for nations, quantum computing is poised to move on the fast track in China as the mainland’s internet giants pour new investment into this field, boosting efforts by the country to become a hi-tech innovation powerhouse.
Baidu, Alibaba Group Holding and Tencent Holdings – the Chinese internet triumvirate known by the acronym BAT – are now competing head-to-head in quantum computing research, funding projects that could give them a toehold stake in the commercial development of the mother of all supercomputers.
Quantum computers, which take a new approach to processing information, are theoretically capable of making calculations that are orders of magnitude faster than what the world’s most powerful supercomputers can do.
Friday, March 2, 2018
Alibaba Launches European Supercomputing Cloud Service, Quantum Computing Platform
Chinese-base tech giant @Alibaba is challenging American cloud providers in Europe with an #HPC service designed for users running a variety of compute-intensive and data-intensive workloads. The company also unveiled a new cloud-based quantum computing platform. The addition of the HPC service was revealed at the Mobile World Congress taking place this week in Barcelona Spain. The announcement actually encompassed eight new Alibaba Cloud products for Europe, one of which, the Super Computing Cluster (SCC) product, is aimed at traditional high performance computing workloads, as well as AI and other data analytics applications. SCC represents a sub-family of the company’s Elastic Compute Service (ECS) bare metal instances and are powered by Intel’s latest Xeon Scalable Processors and, optionally, NVIDIA P100 and V100 GPUs. Cluster connectivity is supplied by an RoCE v2 (RDMA over Converged Ethernet, version 2). The choice of Ethernet over InfiniBand was rationalized by noting that RoCE approaches InfiniBand in performance but supports more extensive Ethernet-based applications. The support for Ethernet rather than InfiniBand may be a calculation by Alibaba that their main customer base is probably going to be drawn from enterprise users – in traditional HPC, artificial intelligence, data analytics, and audio/video processing – which tend to be more comfortable with Ethernet-based networking According to the SCC webpage, those bare metal instances support up to 96 cores of Xeon processors and 512 GB of main memory. As many as eight P100 or V100 GPU coprocessors can be attached as well. Two types of SCC instances have been described: scch5 and sccg5. The scch5 instance provides 64 Xeon Gold 6149 (3.1 GHz) cores and 192 GB of memory, while the top-of-the-line sccg5 provides 96 Xeon Platinum 8163 (2.5 GHz) cores and 384 GB of memory. Those specs are based on the Alibaba Cloud’s instances webpage as of this writing. However, the SCC configurations described there say GPUs are unavailable in these instances, and a configuration with 512 GB of memory is missing. Both of those instances are also described as “coming soon,” so the discrepancies might just be the result of webpages that are not yet synced up. Alibaba did not specify where the SCC service would be hosted. However, the announcement did note that there are two existing Alibaba Cloud availability zones in Europe, both of which are in Frankfurt, Germany. One can infer from that that the company will likely set up its expanded cloud offerings there. To jumpstart ecosystem support in Europe, Alibaba is establishing relationships with a number of partners, including the Met Office in the UK, Vodafone in Germany, and Station F in France Although Alibaba is basically starting from scratch in Europe, its entry into that market challenges more established cloud providers, including giants like Amazon Web Service (AWS), Microsoft Azure, and the Google Cloud. And even though Alibaba’s international market share is currently in the single digits, the company commands nearly half the cloud market in China. An article published this week in the South China Morning Post (which is owned by Alibaba) reports that the company’s expansion is Europe is the beginning of a new strategy to offer international products specifically designed for overseas markets, rather than just “internationalizing” the Chinese offerings. The article quotes Derek Wang, chief architect of Alibaba Cloud International, who says the US is a key focus for company. For that market, the strategy is to target Chinese companies doing business in the US as well as American multinationals using of the Alibaba Cloud in China, and who are thus potential users of the company’s offerings in the US.
Monday, January 15, 2018
Alibaba neural network defeats human in global reading test
@Alibaba says its deep neural network model has outscored humans in a global reading test, paving the way for the underlying technology to reduce the need for human input.
The Chinese tech giant's research unit, Institute of Data Science of Technologies (IDST), said it had developed a deep-learning model that attained a score of 82.44 in Exact Match on the Stanford Question Answering Dataset(Squad). Humans had clocked a previous score of 82.304, it said.
Squad comprised more than 100,000 question-and-answer sets based on more than 500 Wikipedia articles, in which participants were required to build machine-learning models to respond to the questions. These models would be evaluated by Squad, which then would run the model on the test set.
Various universities, research institutions, and technology vendors were participants including Tencent, Google, IBM, Microsoft, Samsung, Tel-Aviv University, and South Korea's Kangwon National University. A handful had participated multiple times in the past year including Microsoft Research Asia, which previous score of 82.136 was clocked on December 17, 2017, while Alibaba's previous score of 79.199 was recorded on December 28, 2017.
In its statement Monday, the Chinese vendor said it was the first to surpass humans in the test, but Squad listed the Chinese vendor as shared leader alongside Microsoft Research Asia, which scored a higher 82.65. Squad highlighted Microsoft's rank as "January 3, 2018", while Alibaba's was "January 5, 2018".
A spokesperson for Alibaba explained that the dates indicated when the respective model was submitted. He told ZDNet that the actual test results officially registered by Squad for Alibaba was January 11, 2018--a day ahead of Microsoft's--which gave the Chinese vendor the distinction of being "first" to surpass human scores.
Thursday, January 11, 2018
This Chinese Tech Giant Wants To Disrupt Amazon Web Services With A Distributed Solution At 50% Off
The world’s most valuable hospitality company owns no hotel rooms. The world’s most valuable transportation company owns zero cars. And the world’s most valuable media company creates none of its own content. Is it possible that some day soon the world’s most valuable cloud services company … might not own any servers? And save the environment, too?  Fifteen years ago a Chinese tech company you’ve never heard of, Xunlei, began by providing a peer-to-peer downloading tool, speeding delivery of files on the still-young and speed-challenged Chinese Internet.  Shutterstock Today, the company ranks number 42 on the list of the top 100 tech companies in China, counts top tech brands like @Xiaomi, @PandaTV, and @iQIYI (China’s YouTube with over 500 million monthly users) as customers, and had the hottest-selling device on the @Alibaba-owned mega-mall @Taobao on the busiest e-commerce day on the planet. (Think the equivalent of Valentine’s Day plus Christmas plus Black Friday plus Cyber Monday…but with $25.3 billion in e-commerce sales in a single 24-hour period.)  That hot-selling consumer device, the #OneThing #Cloud, is the key to @Xunlei s plan to disrupt traditional centralized cloud computing and undercut the pricing of traditional cloud providers like @Amazon, @Google, and @Microsoft. “The demand for computation and storage and bandwidth is growing really fast — in fact exploding — with #webvideo, #AI, #bigdata, #augmentedreality, and 4K video,” Xunlei chief executive @Chen Lei told me at CES 2018 in Las Vegas. “We crowdsource our computing resources from consumers, then offer a cloud solution similar to AWS. But we can do it really cheap, and we’re currently serving the largest internet companies in China.” Essentially, the company is building a massive mesh network. And if you’re big in China, you’re big. A million Chinese households already have the OneThing, and 20 million more have signed up to have it delivered as soon as Xunlei can manufacture more.
Tuesday, December 26, 2017
Alibaba Cloud Gears Up for ‘Serious Combat’ Against AWS in 2018
@Alibaba Cloud wants to compete globally with @Amazon Web Services (AWS). And this will mean growing its U.S. presence. China’s biggest public cloud provider already has data centers in Silicon Valley and Virginia. It also partners with U.S. companies including @Nvidia and @Cisco on #cloud #datacenter technology.
The company’s cloud revenue increased 99 percent year-over-year, according to Alibaba Group’s second quarter fiscal 2018 earnings call last month. “Our cloud computing business continues to defy gravity,” Alibaba Group CEO Daniel Zhang told analysts, according to a Seeking Alpha transcript.
And at its AliCloud conference in October, the company committed to invest $15 billion over the next three years in cloud computing research and development.
Globally, Alibaba is the No. 3 infrastructure-as-a-service (IaaS) public cloud vendor, according to Gartner’s latest numbers. Compared to public cloud leader AWS (44 percent) and No. 2 Microsoft Azure (7 percent), Alibaba trails behind with only 3 percent of the global market share for 2016. But its growth — almost 127 percent from 2015 to 2016 — far outpaces its top two competitors.
“That tells us they are getting very aggressive in terms of growth strategy,” said Gartner analyst Sig Nag, who authored the cloud market share research note. “Their largest market has been China, but they are clearly moving westbound.”
On December 20, the company announced a new cloud data center in India,“a key market in Alibaba Cloud’s globalization strategy,” according to the announcement. Alibaba Cloud now has 33 availability zones across 16 economic centers globally, with coverage extending across mainland China, Hong Kong, Singapore, Japan, Australia, the Middle East, Europe, India, and the U.S.
Nag predicts Alibaba’s westward expansion will start with Europe before growing its presence in the U.S. “It still has limited presence beyond China, but I think that will change in the coming year,” he said.
Earlier this month, Alibaba announced cloud compliance accreditation with Germany’s federal office for information security.
IDC analyst Chris Dong agrees 2018 will be a big year for Alibaba Cloud. “I will say 2018 is the year of serious combat,” he said.
U.S. Cloud Strategy
The company’s two U.S. data centers primarily cater to Chinese companies operating in the U.S. “But they are trying to iron out a more flexible strategy, and they have been really aggressive in helping small and medium [U.S.] businesses sell into China,” Dong said, adding that Alibaba has also launched several initiatives to help U.S. companies work around Chinese regulations.
Software-as-a-service (SaaS) is growing almost 10 times faster than traditional, on-premises software among Chinese enterprises, Dong said. So there’s a huge incentive for U.S.-based software companies to sell to the Chinese market and run on Alibaba Cloud.
“As U.S. companies go to China through those programs, synergy will be built,” Dong said. “Once they have that synergy, the benefit for Alibaba is two-fold. One, they will eventually be able to host the same SaaS in the Alibaba Cloud in the U.S. And second, they will be able to more quickly deploy their services in the U.S.”
In other words, helping U.S. companies sell to China is a great go-to-market strategy for Alibaba’s cloud services in the states.
Moving Beyond IaaS
IHS Markit takes a more tempered view of Alibaba Cloud’s plans for world domination. While the company’s IaaS business is strong, it doesn’t have significant platform-as-a-service (PaaS) or SaaS offerings. And even its IaaS is still light-years behind AWS in terms of market share, said IHS Markit analyst Cliff Warner.
“In certain regions it’s possible that they could take on AWS,” Warner said. “But it would be more because of a regional differentiation than a product differentiation. Inside North America we don’t see the traction and the expansion.”
Nag said Alibaba Cloud still lacks capabilities and feature functions needed to contend in the U.S. market. It also needs the large software and partner ecosystems that AWS, Google, and Azure have built over the years. And being a Chinese cloud provider brings with it certain data protection issues.
“Because of the lack of enterprise-grade offerings of AliCloud, we don’t recommend migrating mission-critical workloads into AliCloud or sensitive data because they are a China-based provider,” he said. “How do they overcome that and become a global player that is agnostic of their Chinese heritage — that is going to be critical.”
Still, Nag said AWS and other cloud providers should be worried. “They should absolutely be worried. Unlike them playing in the China market, the U.S. market is fairly open. For AWS to enter the China market they have to partner with an in-country provider, and no such regulations exist in the U.S.”
https://www.sdxcentral.com/articles/news/alibaba-cloud-gears-serious-combat-aws-2018/2017/12/
Thursday, December 21, 2017
Alibaba Cloud is opening its first data center in India
@Alibaba is bringing its #cloudcomputing business into India as it continues to expand its fast-growing business unit. The Chinese firm said today that its first data center on Indian soil will come online in January and be based out of Mumbai. The business already has clients in India, but a local presence will allow it to better service customers in the country, it added. Beyond offering standard cloud products — like large scale computing, storage and big data capabilities — India-based customers will get access to elastic computing, database, storage and content delivery, networking, analytics and big data, containers, middleware, and security. The new center will give Alibaba Cloud 33 availability zones, which covers regions including China, Hong Kong, Singapore, Japan, Australia, the Middle East, Europe, and the U.S.. “As we build out the Alibaba Cloud network globally, India is another important piece that is now firmly in place. This continues our commitment to India, helping it to develop trade opportunities with other markets in the region and beyond,” Simon Hu, Senior Vice President of Alibaba Group and President of Alibaba Cloud, said in a statement. Alibaba previously revealed plans for the India data center — and another in Indonesia — in June. Earlier this year, we wrote that @Alibaba is aiming to compete with the likes of @AWS, @Microsoft #Azure and @Google Cloud in the long run. For now, it is seeing most of its traction in China, but revenue is increasing at the rate of nearly double for every quarter this year. Alibaba Cloud hit net sales of RMB 3 billion ($447 million) in the most recent quarter, up from RMB 2.4 billion in the previous three-month period when it hit one million customers for the first time. Overall, the cloud computing business recorded a RMB 697 million loss, or negative $105 million, which it put down to investment in R&D having nearly reached breakeven in the previous quarter. India is also a key focus for Alibaba generally. The company has invested heavily in payment and e-commerce firm Paytm — helping it push into digital banking services, as Alibaba affiliate Ant Financial has done in China — so it makes sense that Alibaba Cloud is also putting focus there. In evidence of its global focus, Alibaba Cloud made its first investment outside of China last month when it led a $27 million round for open source startup MariaDB.
Wednesday, November 1, 2017
Why HPE No Longer Wants to Sell Cheap Servers to Cloud Giants
The recent decision by @Hewlett Packard Enterprise to stop selling commodity servers to companies that operate the world’s biggest cloud platforms and focus its efforts on selling hardware and services to smaller cloud companies, other types of service providers, and enterprises is a smart strategy, industry analysts say. With commodity servers, “there is no money to be made in the Super 7 cloud providers, [but] the tier 2 market is the fastest growing [portion], percentwise, of the cloud market,” said Patrick Moorhead, president and principal analyst of Moor Insights & Strategy. Companies that make up the “Super 7” (an Intel expression) are Alphabet, Microsoft, Facebook, Amazon, Apple, Alibaba, and Tencent. Related: Taiwanese Firms to Sell Latest NVIDIA AI Hardware to Cloud Giants HPE this month announced it is exiting the business of selling commodity Cloudline servers to these companies, also often referred to as tier 1 service providers. But it will continue selling its higher-margin products, including high-end Apollo servers, 3PAR storage systems, and networking equipment to these large providers, a company spokesperson said. The company will continue selling a standardized set of Cloudline servers to smaller cloud companies and service providers, such as Salesforce and eBay. “We are shifting our resources and doubling down on tier 2 and tier 3 providers,” the spokesperson said. Related: HPE Says Storage, Networking Gear Sales Rising Industry analysts say HPE’s decision to abandon the hyper-scale commodity server business is a sound strategy, because the vendor is no longer getting a return on investment from its partnership with original design manufacturer (ODM) Foxconn, which built the custom commodity servers for HPE. HPE and Dell used to sell a lot of servers to the tier 1 providers, Moorhead said. But in recent years, their sales have plummeted, as cloud providers began designing their own servers and buying them directly from Asian ODMs – the likes of Foxconn. HPE partnered with Foxconn in 2014 to get a piece of the action, analysts say. But earlier this year, HPE chief executive Meg Whitman said her company faced significantly lower demand for the commodity servers from one tier 1 customer, which was reportedly Microsoft. The heavy competition from Asian ODMs has forced traditional server vendors, such as HPE and Dell EMC to decide how best to serve these customers or walk away entirely from the low-margin business, said Jeffrey Fidacaro, senior analyst of data center technologies at 451 Research. While HPE is pulling out of the hyper-scale custom commodity server market, Dell has no plans to do so anytime soon, said Ravi Pendekanti, senior VP of server solutions, product management and product marketing, at Dell EMC. “We continue to ship and keep our customers happy,” he said, responding to a question about Dell’s plans in selling hardware to the biggest cloud companies. Aiming at Smaller Providers The smaller providers don’t have the staff to design their own hardware and service it in their data centers like the hyper-scalers do, so they need the hardware and services OEMs like HPE provide, Fidacaro said. The same goes for enterprises. “For second- and third-tier service providers, colocation companies that aren’t very large, and enterprises, the services ecosystem that includes design, procurement, testing, and validation is still important,” Fidacaro said. “It’s something they can’t replicate internally because they don’t have the resources. This is where HPE can offer a lot of value.” Ashish Nadkarni, IDC’s program director of computing platforms, said HPE’s move resolves the awkwardness of having Foxconn build its custom commodity servers while competing with the ODM for the same business. The move is also part of HPE’s continuing effort to focus on higher-margin businesses, he said. Last year, HPE spun off and merged its non-core software with Micro Focus in a deal worth $8.8 billion. “It cleans up their business model,” he said. “HPE is shedding all the low-margin products and becoming more streamlined and nimble and only focusing on areas where it can make money.” For example, the company in 2017 has beefed up its product portfolio and now offers customers hyper-converged infrastructure, technology it gained through its SimpliVity acquisition in January, and flash storage hardware gained through its Nimble Storage acquisition in March. HPE can bolster revenue through its broad portfolio of products for smaller providers and enterprises, Nadkarni said. “There is money to be made with the whole solution.” HPE is a member of the Open Compute Project, the organization through which Facebook, Google, Microsoft, and others open source custom specs and have suppliers compete among each other for large orders of data center hardware. An HPE spokesman didn’t immediately respond when asked whether the company plans to stay in the organization. Moorhead, however, still sees value in HPE staying put. “I still see the value of HPE’s continued participation in OCP, as it can drive specifications for Cloudline, [which is] very much still an entity in tier 2 providers,” Moorhead said.
http://www.datacenterknowledge.com/hardware/why-hpe-no-longer-wants-sell-cheap-servers-cloud-giants
Tuesday, October 24, 2017
CLOUD-BASED DATABASE GLOBAL MARKET 2017- SALESFORCE, CASSANDRA, SAP, COUCHBASE, MONGODB AND TERADATA
Global Cloud-based Database Research Report serves as a comprehensive guide to provide the latest Cloud-based Database industry trends like the growth opportunities, Cloud-based Database market size, product launch events and market drivers. This report offers the competitive landscape study of Cloud-based Database based on key manufacturers, market presence in various regions and Cloud-based Database market revenue. Global Cloud-based Database market is foreseen to experience tremendous growth due to technological advancements and innovations in the Cloud-based Database product. All the relevant details like product type, Cloud-based Database manufacturing cost, market scope, Cloud-based Database applications are evaluated at depth in this report. This report presents the past, present and forecast Cloud-based Database market information like the market size, Cloud-based Database growth rate, emerging sectors, Cloud-based Database revenue and consumer volume. Analysis of Cloud-based Database market statistics, market competition, Cloud-based Database production capacity, and utilization ratio will be useful to all the Cloud-based Database market aspirants. Global Cloud-based Database report analyses provide the Cloud-based Database industry view based on company profile of key Cloud-based Database players, their sales revenue, Cloud-based Database business strategies and market gain. The Cloud-based Database industry is sited to see a dynamic growth due to changing consumer demand, Cloud-based Database import/export scenario and analysis of Cloud-based Database emerging segments. This report presents the vital company details in the form of graph and tables which will offer a comprehensive view of Cloud-based Database industry. The analysis of Cloud-based Database growth opportunities, region-based study, and Cloud-based Database investment feasibility study will lead to accumulation of revenue. All the Cloud-based Database marketing strategies, business tactics, and forecast Cloud-based Database market trends will help the readers in identifying the Cloud-based Database growth factors. Do Enquiry for Cloud-based Database report here: http://emarketresearch.us/global-cloud-based-database-market-2017-2022/#Inquiry-Before-Buying Global Cloud-based Database report is segmented as follows: Global Cloud-based Database Market segmentation based on regions: This portion elaborates the major Cloud-based Database producing regions like North America, Europe, Asia-Pacific, Latin America, Africa, and Middle-East regions. Furtherly, the key countries involved in Cloud-based Database industry like United States, Mexico, Israel, Japan, China, Canada, Korea, India, Germany, UK, France, Russia, Italy, and Southeastern countries are covered. Global Cloud-based Database Market segmentation based on Manufacturers: This portion evaluates the Cloud-based Database market based on top manufacturers, their company details, sales volume, region, supply/demand scenario and Cloud-based Database development trends. Leading #Cloud -based #Database players are @Salesforce, @Cassandra, @IBM, @Google, @Alibaba, @MongoDB, @Rackspace Hosting, @Oracle, @AmazonWebServices, @Microsoft, @Tencent, @SAP, @Teradata and @Couchbase. Global Cloud-based Database Market segmentation based on product type: This portion cuts Cloud-based Database market into #NoSQL Database and #SQL Database. Also, lists all the Cloud-based Database product types based on classification, description, definiton, Cloud-based Database product scope, and consumer demand. Cloud-based Database Market segmentation based on product application: This portion divides Cloud-based Database market into Large Enterprises and Small and Medium Business. Wide-spread product applications can be attributed to the technological advancement and innovations taking place in Cloud-based Database sector.
Monday, October 16, 2017
Alibaba Vs. Amazon: Cloud Wars
Summary @AlibabaCloud is currently placed fourth in a ranking of cloud providers. Nevertheless, the president of Alibaba Cloud is confident that it would "match or surpass" @Amazon 's #AWS by 2019. The booming internet economy and supportive government initiatives are providing the strong tailwinds to accelerate Alibaba Cloud's ambitions. Up and coming local competitors are potential threats but their company-specific limitations would hamper their efforts to derail the leadership of Alibaba Cloud. While its cloud services business is currently a small fraction of Alibaba's revenue, one only needs to look at the importance of AWS to Amazon to understand how Alibaba Cloud could become instrumental to the Chinese e-commerce group. With the share price at record high levels, the company would need the contribution from the cloud division to provide the next powerful leg of the top and bottom line growth. Ambitious And Aggressive Alibaba Cloud Gunning Straight For The Top Spot Held By Amazon Web Services A recent report from IT research group Gartner (IT) placed Alibaba's (BABA) cloud offering in the top four position, holding 2.6% of the global cloud infrastructure services market. That share is a far cry from industry leader @AmazonWebServices (" #AWS ") which cornered almost one-third of the market (30.3%). @Microsoft #Azure ( #MSFT ) held 13.8% while third-placed @Google 's 5.9% (GOOG)(GOOGL) was still more than double that of @Alibaba Cloud. Nevertheless, Alibaba Cloud (or Aliyun, as it is better known in China) is still ranked ahead of well-known international names @IBM (IBM) and @Oracle ( #ORCL )(OTC:OCLCF).  Despite the current fourth-placing, Simon Hu, senior vice-president of Alibaba Group and president of Alibaba Cloud, declared to a reporter from the South China Morning Post that Alibaba Cloud was "on track" to surpassing Amazon AWS to become the top provider of cloud services in the world. The statement needed to be taken in the context of his vow made in 2015 when he said that Alibaba Cloud would "match or surpass Amazon in four years in terms of customers, technology and worldwide scale". Being on track meant that the Alibaba executive is confident that the company would fulfill its goal by 2019. The South China Morning Post, owned by Alibaba, covered the four-day Alibaba Computing Conference in the Chinese city of Hangzhou, the headquarters of Alibaba. Favorable Home-Ground Conditions Provide A Strong Foundation And Springboard For Alibaba Cloud's International Expansion Thanks to the strong growth in the Chinese domestic market, Alibaba Cloud managed a 126.5% surge in revenue to US$675 million in 2016, from just US$298 million a year earlier. The division achieved the stupendous results on the back of a 40.7% market share, according to Gartner. The Chinese population, inspired by Jack Ma, the exuberant founder of Alibaba, has been seeing an explosion in the internet economy. Besides e-commerce in the form of the Alibaba and Taobao marketplace or its Tmall variant, online sales through massively popular social media influencers have taken a life of its own in China. The phenomenon coined the "fan economy" has helped spurred sales from virtual items to luxury goods like Givenchy bags and inevitably drive the demand for computing, storage, bandwidth and other services provided by the cloud players. Alibaba chief scientist, Jingren Zhou, remarked that "services" have evolved from basic data storage into a “highly centralised information management system” capable of handling myriad functions from staff payroll to security. Besides the demand from the consumer sector, the government's resolve to utilize Artificial Intelligence ("AI") to improve efficiency and provide viable solutions to improve the livelihood of its billion-strong population world prove to be a tremendous source of growth for the cloud industry. China's state council has in July released an AI development roadmap that aims to make the country a global center of AI innovation by 2030. The imperative to do so stemmed from the huge population scattered across the vast country. Taking the example of education. The Education Ministry has always found it challenging to place qualified and competent teachers in schools all over the country, and in particular the remote ones. In addition, the 188 million students are certainly not a homogenous bunch but with a wide spectrum of learning needs and pace. The adoption of AI has been touted as the panacea to bring both efficiency and quality to education. Thus, it is not surprising that China’s Education Ministry has mandated governments at all levels to spend at least 8% of their annual funding on the digitalization of education. In 2016, the country has already spent around RMB300 billion (US$45.5 billion) on digitalization. This effort would consequently contribute to the demand for cloud services.
https://seekingalpha.com/article/4113794-alibaba-vs-amazon-cloud-wars
Wednesday, September 27, 2017
Alibaba beats Google for IaaS market share, with IBM out of sight
#Google is the world's number four #infrastructureAsAService vendor, according to analyst outfit Gartner's first ever attempt at calculating market share in the field. The infrastructure-as-a-service (IaaS) market is growing like a weed: it hauled US$22.1 billion through the door in calendar 2016, up from $16.8 billion in 2015. As the table below shows, that's 31.4 per cent growth across the sector. Gartner predicts that the rise of #Azure, #Google and #Alibaba will see #AWS experience “growth erosion in share … while other IaaS market leaders will see an increase in growth.” Smaller, non-hyperscale providers will “struggle to provide value through their services,” the firm predicts. Here's the tale of the tape. Vendor 2016 Revenue $m 2016 Market Share% 2015 Revenue $m 2015 Market Share% 2016-2015 Growth% Amazon 9,775 44.2 6,698 39.8 45.9 Microsoft 1,579 7.1 980 5.8 61.1 Alibaba 675 3 298 1.8 126.5 Google 500 2.3 250 1.5 100 Rackspace 484 2.2 461 2.7 5 Others 9,147 41.2 8,074 48.4 13.2 Total 22,160 100 16,861 100 31.4 Alibaba's strong showing reflects its dominance in China, Gartner says, adding that the company's recent opening of new data centres in Europe, Australia, the Middle East and Japan should help it to do better beyond the Middle Kingdom. IBM's absence from the top five isn't necessarily terrifying, as the company makes much of its SaaS and PaaS offerings. But missing the top five also means missing growth, because Gartner says it expects IaaS to outpace SaaS and PaaS for the next five years. The firm also says that much of IaaS expected growth will be “coming at the expense of the traditional, noncloud offerings.” Which means the servers, storage and switches on which #DellEMC, #HPE, #Lenovo and #Cisco rely for much of their revenue. ®
Saturday, September 9, 2017
Alibaba Just Had Its Amazon AWS Moment
Since April 23, 2016, shares of Amazon's (NASDAQ:AMZN) have risen 157%. This was no accident. On that day, as part of its first-quarter earnings results, Amazon broke out its Amazon Web Services (AWS) division results for the first time. The response from investors was dramatic:  AMZN DATA BY YCHARTS. How much revenue #AWS actually generated for #Amazon had long been a source of speculation. Was the service, a cloud-based data management and storage service, even profitable? The answer, as it turned out, was a resounding yes. For the first quarter of FY 2015, AWS generated revenue of $1.57 billion, up from $1.1 billion for the same quarter in 2014. What's more, in those first three months of 2015, AWS netted Amazon a profit of $265 million on an operating margin of 17%. Needless to say, Wall Street loved what it saw. Amazon, long known for its lack of interest in near-term profit generation, had built a fast-growing cash cow right under Silicon Valley's nose. In the time since, AWS has continued to deliver. In Q2 2017, #AWS sales were $2.89 billion. An eye-popping 42% rise over Q2 2016's showing. Operating income for the division was an astonishing $916 million. And that brings me to why #Alibaba (NYSE: #BABA ) is so attractive today. As investors just learned, it too has created its own extremely profitable, cloud-based storage business. A great business gets even better Alibaba's company-wide results for its first fiscal quarter, reported August 17, 2017, were nothing short of spectacular. BABA reported adjusted earnings of $1.17 a share (handily beating the estimated $0.92). Total revenue was $7.4 billion for the period, 56% more than the same quarter last year. While the main headlines all focused on robust e-commerce growth in China, a far more interesting data point was contained in the report: Alibaba Cloud. While still in its infancy, revenue in this department surged almost 100% to $359 million. For now Alibaba Cloud is a small portion of the tech giant's top line, but as Amazon's past is any indication it could grow to be a meaningful part of the business and aid the company's already strong margins. Even better than Amazon, and with a far larger potential market It has been noted that Alibaba has more in common with eBay than Amazon. It serves as a marketplace for hundreds of thousands of retailers to reach consumers, thus avoiding the need to incur massive capital costs of maintaining inventories in warehouses. This is not to detract from Jeff Bezos's remarkable achievement. His enterprise is changing the very way goods are sold (and delivered). Alibaba simply has a more profit-friendly business model. In FY 2016, Amazon's gross profit margin was 36%. Alibaba's was 63.5%. With the addition of an Amazon AWS-like cloud service, Alibaba's ability to generate profits in the years ahead has only improved. With its shares at 34 times forward S&P Global Market Intelligence earnings estimates, Alibaba's stock may seem expensive. However, analysts currently estimate that the company's EPS will grow at 31% per year through 2022, a year in which they believe the company will earn just below $14.82 per share. This compares strongly to Amazon's own earnings growth profile. Analysts following the company expect Amazon to earn around $3.50 this year and grow the bottom line to $36.72 by FY 2021. Alibaba has just had its Amazon AWS moment. And, as icing on the cake, it trades at a lower earnings multiple than the company it is so often compared to. Wise Fools would do well to give Alibaba strong consideration as an addition to their portfolios. Something big just happened I don't know about you, but I always pay attention when one of the best growth investors in the world gives me a stock tip. Motley Fool co-founder David Gardner (whose growth-stock newsletter was the best performing in the world as reported by The Wall Street Journal)* and his brother, Motley Fool CEO Tom Gardner, just revealed two brand new stock recommendations. Together, they've tripled the stock market's return over the last 13 years. And while timing isn't everything, the history of Tom and David's stock picks shows that it pays to get in early on their ideas. Click here to be among the first people to hear about David and Tom's newest stock recommendations. *"Look Who's on Top Now" appeared in The Wall Street Journal which references Hulbert's rankings of the best performing stock picking newsletters over a 5-year period from 2008-2013. Sean O'Reilly has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Amazon. The Motley Fool has a disclosure policy. 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https://www.fool.com/investing/2017/09/08/alibaba-just-had-its-amazon-aws-moment.aspx
Wednesday, July 12, 2017
Global Enterprise Cloud Storage Market Outlook 2016-2022 AWS, Google, IBM, Microsoft, Dell, Baidu, ALIBABA
Enterprise Cloud Storage Market Outlook A market study ” Global Enterprise Cloud Storage Market ” examines the performance of the Enterprise Cloud Storage Market Outlook 2016-2022. It encloses an in-depth Research of the Enterprise Cloud Storage market state and the competitive landscape globally. This report analyzes the potential of Enterprise Cloud Storage market in the present and the future prospects from various angles in detail. The Global Enterprise Cloud Storage Market 2017 report includes Enterprise Cloud Storage market Size, Revenue, market Share, Enterprise Cloud Storage industry volume, market Trends, Enterprise Cloud Storage Growth aspects. A wide range of applications, Utilization ratio, Supply and demand analysis are also consist in the report.It shows manufacturing capacity, Enterprise Cloud Storage Price during the Forecast period from 2017 to 2022.
Top Manufacturers Analysis of Enterprise #CloudStorage Market 2017:
• #AWS
• #Google
• #IBM
• #Microsoft
• #Dell
• #Baidu
• #ALIBABA
• #Tencent
• #Akamai Technologies
• #CATechnologies
• #Cisco Systems
• #ENKI
• #Huawei
• #HP
• #ILand
• #Joyent
• #Netsuite
• #Oracle
• #SAP
Firstly, the report covers the top Enterprise Cloud Storage manufacturing industry players from regions like United States, EU, Japan, and China. It also characterizes the market based on geological regions.
Further, the Enterprise Cloud Storage report gives information on the company profile, market share and contact details along with value chain analysis of Enterprise Cloud Storage industry, Enterprise Cloud Storage industry rules and policies, circumstances driving the growth of the market and compulsion blocking the growth. Enterprise Cloud Storage Market development scope and various business strategies are also mentioned in this report.
Inquiry Here: www.depthmarketresearch.com/global-enterprise-cloud-stora...
The Enterprise Cloud Storage research report includes the products that are currently in demand and available in the market along with their cost breakup, manufacturing volume, import/export scheme and contribution to the Enterprise Cloud Storage market revenue worldwide.
Finally, Enterprise Cloud Storage market report gives you details about the market research findings and conclusion which helps you to develop profitable market strategies to gain competitive advantage.
Sunday, May 21, 2017
Megaport and Alibaba Cloud announce partnership to benefit both parties
Software Defined Networking ( #SDN ) provider #Megaport Singapore has entered into a partnership with #Alibaba Cloud, the cloud computing arm of Alibaba Group. The partnership will provide enterprises with direct and scalable access to Alibaba Cloud via the Megaport global SDN. According to Megaport, enterprises can scale their cloud connectivity and enable rapid provisioning of capacity to Alibaba Cloud by accessing Alibaba Cloud Express Connect, a high-speed dedicated network connection that securely links customers with their VPCs through Megaport’s SDN. Executive officer of Megaport, Vincent English says the company’s extensive global footprint is strengthened by their partnership with Alibaba Cloud. “Direct, dedicated access to Alibaba Cloud’s services adds value to our platform. This partnership enables customers globally to directly access services from the leading cloud provider based in China,” says English. “Partnering with China’s largest public cloud provider aligns with our strategy to enrich our Ecosystem and provides greater service options for our customers.” Vice president of Alibaba Cloud, Yeming Wang says the global reach of the Megaport SDN makes it simpler for Alibaba Cloud to access new markets. We’re pleased to deliver consumption-based, direct cloud access to our customers through Megaport’s SDN to provide greater value and bring our services closer to enterprises,” Wang says. “Megaport is an ideal partner to deliver these services and enable our customers to leverage powerful and on-demand cloud connectivity.” Some of the highlights of the agreement include: From a single global account, Megaport customers can cut down latency and deploy globally on Alibaba Cloud’s network of cloud regions. Alibaba Cloud’s customers will be able to access Megaport’s global network in more than 20 major markets in Asia Pacific, North American, and European regions with 150 points of presence. Alibaba Cloud will extend its edge closer to enterprises, provide consistent network performance for its customers, and expand its direct access capabilities around the world.
https://datacenternews.asia/story/megaport-and-alibaba-cloud-announce-partnership-benefit-both-parties/


