Turbotodd

Ruminations on tech, the digital media, and some golf thrown in for good measure.

Archive for the ‘cloud computing’ Category

Tiger’s Roar

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I’m back! I had to take a little time off to chase a little white ball and disconnect from these amped up Interwebs for a bit. 

So what caught my eye on the return trip to the office? First, Apple’s new fancy AirPods that have active noise cancellation and are water resistance, and cost $249.

You won’t catch me dissin’ AirPods, or their price. My NPS for these things would be off the charts, and I highly recommend them to anyone who asks. So, yeah, I’d give the Pro versions a spin if I lost one of my 1st gens (which was a fear that, knock on wood, has so far never come true).

Next: Microsoft winning the JEDI cloud contract with Uncle Sam. Be interesting to read former SecDef Jim Mattis’ book which claims that Trump directed him to “screw Amazon” out of winning the contract. No Amazon Drone deliveries at the White House anytime soon!

But Amazon IS upping their grocery game, making grocery deliveries free in ~2,000 cities for all Prime members and removing the $14.99/month Amazon Fresh fee.

And speaking of golf, Tiger Woods tied Sam Snead’s record with 82 PGA Tour victories, this at last week’s Zozo Championship in Japan. Congrats, can’t wait to see you win # 83!

Written by turbotodd

October 29, 2019 at 12:56 pm

Nvidia’s New Chips

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Nvidia announced its largest-ever acquisition today, offering $6.9 billion for data center chip technology maker, Mellanox.

Bloomberg is reporting that Mellanox beat out rivals that included Intel in a bidding process for the American-Israeli company, one which its founder, Jensen Huang, built in under three years by “persuading owners of data centers that his graphics chips are the right solution for processing the increasingly large amounts o information needed for artificial intelligence work, such as image recognition.”

The growing reams of data generated means work on AI and large databases needs to be split between multiple computers. Simply using a faster processor isn’t enough, Huang said. To deal with this, data centers in future will be built as though they are single giant computers “with tens of thousands of compute nodes,” requiring inter-connections that let them work in parallel. Nvidia will use its newly acquired technology to make those giant warehouses full of machinery more efficient and effective, he said.

The deal may signal a resumption of consolidation in the $470 billion semiconductor industry, which has been reshaped over the past five years as companies combined to gain scale while battling rising costs and shrinking customer lists.

The deal will require regulatory approval.

ZDNet’s take

Nvidia’s purchase of Mellanox for $6.9 billion will translate into a broader data center play for beyond the graphics and high performance computing markets.

  • Nvidia’s rivalry with Intel hits a new stage.
  • Nvidia gets more revenue diversification and data center sales.
  • Mellanox gives Nvidia more entries into high performance computing and the data center.
  • As artificial intelligence workloads become the norm, Nvidia with Mellanox be more an architecture play.

And SiliconANGLE spoke with analyst Patrick Moorhead about the deal:

“Both Nvidia and Mellanox are big in the high performance computing, machine learning, automotive, public cloud and enterprise data center markets, and could bring even more value to customers when [their technologies are] combined.”

“Scale and diversification is everything in the chip business, and Nvidia gets both with this acquisition,” added Holger Mueller, principal analyst and vice president of Constellation Research Inc. “It allows the company to scale and diversify from its existing graphics, gaming and AI use cases. Getting in the data center is vital with the overall move to the public cloud, so if this goes through, it means Nvidia will become more relevant for both executives and developers alike.”

The financial spin: Nvidia is paying a 15% premium to Mellanox’s Friday closing level, and indicated the purchase would be immediately accretive to earnings, margins and cash flows.

Written by turbotodd

March 11, 2019 at 2:03 pm

Clouds and Coins

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Couple of interesting acquisitions on this rainy Austin Tuesday.

Cryptocurrency firm Coinbase is looking to add more cryptocurrencies to its exchange through its acquisition of blockchain intelligence startup, Neutrino.

Terms of the deal were not disclosed, but here’s the skinny on Neutrino according to a story from TechCrunch:

Based in Italy, Neutrino helps map blockchain networks, and in particular crypto token transactions, to pull in information and insight. With the rise of thefts, that includes a major focus on services for law enforcement agencies to track stolen digital assets while it also includes tracking ransomware and analyzing ‘darknets.’ Other solutions include tracking services for investment and finance companies to help find rising tokens and assets, an area Coinbase could clearly capitalize on as it goes after security token offerings.

Coinbase engineering director Varun Srinivasan wrote in a blog post that “By analyzing data on public blockchains, Neutrino will help us prevent theft of funds from peoples’ accounts, investigate ransomware attacks, and identify bad actors.” 

So, the picks, shovels, and locks plays continue to abound in the blockchain realm.

And the other big deal today, Google announced it was acquiring cloud start-up Alooma.

Alooma helps companies migrate their data from multiple sources to one data warehouse.

Terms also not disclosed, but a CNBC report cited Crunchbase when indicating Alooma had raised $15M from multiple investors.

From Google’s blog post on the announcement:

Leading companies across every industry and around the world are moving to the cloud to be more agile, secure and scalable. As organizations modernize their infrastructure to digitally transform themselves, migrating mission critical systems and the data that powers their business success can be daunting. No matter where your data is stored—on premises, in our cloud, or multiple clouds—we want to make that information accessible, valuable, and actionable.

That’s why today we’re announcing our intent to acquire Alooma, a leader in data migration. Alooma helps enterprise companies streamline database migration in the cloud with an innovative data pipeline tool that enables them to move their data from multiple sources to a single data warehouse.

Written by turbotodd

February 19, 2019 at 11:33 am

IBM to Acquire Red Hat

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IBM and Red Hat have announced they have reached a definitive agreement under which IBM will acquire all of the issued and outstanding common shares of Red Hat for $190.00 per share in cash, representing a total enterprise value of approximately $34 billion.

More simply put, IBM is acquiring Red Hat.

“The acquisition of Red Hat is a game-changer. It changes everything about the cloud market,” said Ginni Rometty, IBM Chairman, President and Chief Executive Officer. “IBM will become the world’s #1 hybrid cloud provider, offering companies the only open cloud solution that will unlock the full value of the cloud for their businesses.

“Most companies today are only 20 percent along their cloud journey, renting compute power to cut costs,” she said. “The next 80 percent is about unlocking real business value and driving growth. This is the next chapter of the cloud. It requires shifting business applications to hybrid cloud, extracting more data and optimizing every part of the business, from supply chains to sales.”

This acquisition brings together the best-in-class hybrid cloud providers and will enable companies to securely move all business applications to the cloud. Companies today are already using multiple clouds.

However, research shows that 80 percent of business workloads have yet to move to the cloud, held back by the proprietary nature of today’s cloud market. This prevents portability of data and applications across multiple clouds, data security in a multi-cloud environment and consistent cloud management.

“Open source is the default choice for modern IT solutions, and I’m incredibly proud of the role Red Hat has played in making that a reality in the enterprise,” said Jim Whitehurst, President and CEO, Red Hat. “Joining forces with IBM will provide us with a greater level of scale, resources and capabilities to accelerate the impact of open source as the basis for digital transformation and bring Red Hat to an even wider audience –  all while preserving our unique culture and unwavering commitment to open source innovation.”

BM and Red Hat will be strongly positioned to address this issue and accelerate hybrid multi-cloud adoption. Together, they will help clients create cloud-native business applications faster, drive greater portability and security of data and applications across multiple public and private clouds, all with consistent cloud management.

In doing so, they will draw on their shared leadership in key technologies, such as Linux, containers, Kubernetes, multi-cloud management, and cloud management and automation. 

IBM’s and Red Hat’s partnership has spanned 20 years, with IBM serving as an early supporter of Linux, collaborating with Red Hat to help develop and grow enterprise-grade Linux and more recently to bring enterprise Kubernetes and hybrid cloud solutions to customers.

These innovations have become core technologies within IBM’s $19 billion hybrid cloud business. Between them, IBM and Red Hat have contributed more to the open source community than any other organization.

With this acquisition, IBM will remain committed to Red Hat’s open governance, open source contributions, participation in the open source community and development model, and fostering its widespread developer ecosystem. In addition, IBM and Red Hat will remain committed to the continued freedom of open source, via such efforts as Patent Promise, GPL Cooperation Commitment, the Open Invention Network and the LOT Network.

IBM and Red Hat also will continue to build and enhance Red Hat partnerships, including those with major cloud providers, such as Amazon Web Services, Microsoft Azure, Google Cloud, Alibaba and more, in addition to the IBM Cloud. At the same time, Red Hat will benefit from IBM’s hybrid cloud and enterprise IT scale in helping expand their open source technology portfolio to businesses globally.

Written by turbotodd

October 29, 2018 at 1:22 pm

Cloud Revs Up

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Cloud revenues have grown 51 percent over the past year to nearly $15 billion, according to new research by Synergy Research Group.

As reported in The Wall Street Journal, that number outpaces full-year revenue growth of 44 percent in 2017, and 50 percent in 2016.

The results are based on an analysis of quarterly earnings reported by Amazon, Microsoft, Alphabet, IBM, and Alibaba in recent weeks.

The analysis includes reported revenue data from Infrastructure-as-a-Service, Platform-as-a-Service and hosted private cloud services.

It shows AWS, Amazon’s cloud unit, extending a 12-quarter lead in the cloud-services market, with a 33% share of the global market. Amazon was among the first tech firms to rent computer power and storage, launching AWS over a decade ago.

Currently its closest rival is Microsoft, with 13% market share, followed by IBM at 8%, Google at 6% and Alibaba at 4%, according to Synergy.

Also:

Gains among big cloud vendors have mostly come at the expense of small-to-medium sized operators, who are being outspent by the bigger providers and have seen their market shares diminish, Synergy said.

Written by turbotodd

May 1, 2018 at 9:26 am

Posted in 2018, cloud computing

Tagged with ,

IT Spending: Steady in the Clouds

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Let’s get the most important stuff out of the way first. 

Tiger tees off in the first round of this year’s Masters at 10:42, grouped with Australia’s Marc Leishman and England’s Tommy Fleetwood.

You can feel the Augusta Tiger buzz all over the world (okay, the golf world, anyway).

But enough golf, let’s talk IT spending.

Today’s Wall Street Journal “Morning Download” email had this headline: “IT Spending Outlook is Steady Despite Volatile Days in Tech.”

Volatile? Amazon has lost more than $50 billion of market value in the last week, Facebook somewhere north of that.

But despite that, the talk of trade tariffs and regulation, the Journal reports that “the outlook for spending on information technology appears steady.”

The estimate was based on a survey of 75 U.S. and 25 European CIOs at companies in a range of industries conducted by Morgan Stanley (and most of the firms with more than $1 billion in annual revenue.)

What’s driving the increase? First, the cloud.

The report “found that IT budgets at these firms are set to increase 5.4%, slightly up from 5.2% last year, and that “budget gains are being driven by ongoing growth in cloud computing.” It suggested that 25% of total application workloads will be running in the cloud by the end of the year (up from 20% today).

Cloud was one priority spending area, and security software was cited as another.

Fifty-nine percent indicated they “do not expect changes in tax rates, appreciated depreciation, and cash repatriation” to impact their 2018 IT spending plans, and 29% indicated the tax changes would likely put upward pressure on spending.

A Gartner forecast from earlier this year had projected estimates of IT spend to reach $3.7 trillion in 2018, a YOY increase of 4.5%.

Written by turbotodd

April 5, 2018 at 10:06 am

Fusion Genomics Using IBM Cloud To Support Advances Against Global Pandemics

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IBM today announced that Vancouver-based company Fusion Genomics selected IBM’s cloud capabilities to help advance Fusion’s ability to detect pandemics before they happen.

Fusion Genomics has developed disruptive DNA and RNA technology that it believes can positively identify infectious diseases and enhance the surveillance of emerging pathogens like MERS, SARS, avian flu, and swine flu.

Fusion Genomics selects IBM Cloud as scientists advance RNA and DNA genome sequencing for infectious disease diagnostics.

Vancouver-based company Fusion Genomics selected IBM’s cloud capabilities to help advance Fusion’s ability to detect pandemics before they happen. Fusion Genomics has developed disruptive DNA and RNA technology that it believes can positively identify infectious diseases and enhance the surveillance of emerging pathogens like MERS, SARS, avian flu, and swine flu. (Credit: IBM)

According to Fusion, Fusion Genomics’ technology when employed for pre-emergence surveillance can help proactively identify threats, like swine flu, by taking aerosol samples in high risk areas, then analyze the sample to determine if there is potential to affect humans.

If there is a risk, Fusion Genomics can help groups like governments and hospitals make rapid and informed decisions for the health and safety of those that rely on them before an outbreak occurs.

Requiring a cloud platform tuned for machine learning workloads, which also provides secure infrastructure capable of hosting sensitive genomic data, Fusion Genomics determined that the IBM Cloud was the ideal solution.

The global infrastructure footprint of the IBM Cloud helps Fusion Genomics create a more coordinated and efficient delivery system that can scale up or down as needed. In addition, IBM Cloud positioned the company to analyze genomic data in minutes.

The IBM Cloud enables Fusion Genomics’ system to gather and process four core elements in unison:

  • Beginning with testing, the sample genome is captured and DNA sequenced.
  • Fusion Genomics’ machine learning algorithms then analyze the genomic data to identify the presence of a pathogen, including any forms that could cause public harm.  
  • Once identified, physicians using Fusion Genomics’ technology can provide appropriate therapeutics; thus, treatment can be determined while tracking the transmission dynamics of the pathogen.
  • Since the system is delivered via the IBM Cloud, Fusion Genomics can easily run analytics and share information across boundaries.

“With a quickly growing global population, potential outbreaks of infectious diseases pose an increasingly pressing threat to our public health”, said Mohammad Qadir, CEO of Fusion Genomics.  “We chose IBM over other cloud providers because of its ability to quickly scale up or down while ensuring that sensitive data is protected with one of the most secure clouds available. This accelerates our capacity to react to infectious diseases that can pose dangerous threats to both the economy and human life.”

Organizations around the world are working with Fusion Genomics to access their DNA and RNA technology system built on IBM Cloud, including government agencies in both Canada and the European Union. 

For more information about IBM Cloud, please visit https://www.ibm.com/cloud-computing/.

Written by turbotodd

November 16, 2017 at 9:13 am

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