Cloud hyperscaler capex spend goes into overdrive in Q1, argues Synergy

If you want to challenge the leading cloud infrastructure providers, you are going to need some seriously deep pockets. According to the latest figures from analyst firm Synergy Research, hyperscaler cloud capex spending hit a record $27 billion (£20.1bn) in the most recent quarter.

The top five spenders in the industry remain Google, Apple, Microsoft, Facebook and Amazon, with Alibaba, IBM, JD.com, NTT, and Tencent comprising the top 10.

Google kicked off the quarter by announcing

By James Bourne, 22 May 2018, 0 comments. Categories: Amazon, Economy, Google, Infrastructure, Microsoft, Research.

Alibaba posts $700 million quarterly cloud revenues, cites AI in strategic plays

Revenues at Alibaba have soared to $9.8 billion US (£7.2bn) for the company’s most recent quarter – with cloud computing revenues nudging $700 million.

The figures represent another good quarter for the Chinese eCommerce giant, whose cloud push continues to intensify. Cloud revenues, which topped at $699m went up 103% year over year, while total revenues saw a 61% yearly increase.

Alibaba puts its revenues in four buckets; core commerce, which was at $8.1bn, cloud, digital media and...

By James Bourne, 04 May 2018, 0 comments. Categories: Applications, Economy, Infrastructure.

Microsoft Azure pricing 101: Tips and tricks

Microsoft Azure, like many other cloud service providers, have built their billing and subscription models on a pay-per-use basis, i.e., if you use one hour of CPU time you pay for the hour you have consumed. No more, no less.

This basic economic principle forms the foundation of most public cloud services. However, the implementation of this simple concept can be quite complex and intricate. This is especially true if the...

By Rhonda Sherwood, 04 May 2018, 0 comments. Categories: Economy, Infrastructure, Microsoft, Migration.

HubSpot, SendGrid and Nutanix among top public cloud computing companies to work for

HubSpot, SendGrid, and Nutanix are among the top publicly traded cloud companies to work for, with Algolia, Asana and Canopy taking the honours for private firms, according to new research.

The study comes from workplace ranker Glassdoor alongside Battery Ventures, and puts the analysis together based on CEO approval rating as well as ‘positive business outlook.’  

The report is the second from the companies, after 2016’s analysis. Since then, several companies have swapped over from...

By James Bourne, 03 May 2018, 0 comments. Categories: Adoption, Economy, Private, Public, Research.

AWS and Microsoft bask in strong financials – but is AI the battleground for the next ‘cloud wars’?

Amazon and Microsoft have joined IBM and Google in reporting its quarterly numbers – and the good news just keeps on coming for the hyperscalers and the cloud market in general.

Amazon announced total revenues of $51 billion (£36.9bn) in the first quarter, with Amazon Web Services (AWS) contributing $5.4bn (£3.94bn), or 10.6% of all revenues. This compares favourably with this time last year, AWS hitting $3.66bn of total revenues of $35.7bn in Q117, with AWS passing $5bn for the first time

By James Bourne, 27 April 2018, 0 comments. Categories: Amazon, Applications, Economy, Google, Microsoft, Vendors.

Getting the most out of your data centres: How much energy is your IT system wasting?

The modern-day enterprise is conscious of the environment, and with many corporate social responsibility (CSR) programmes, you will of course find recycling schemes or even smart lights that switch themselves off when no one is in the room, all in order to save energy. But when we look at the biggest energy drain of any organisation, our IT system, we rarely consider measures we can take to reduce this.

As the most likely cause of major power, data centres are the first place to look when considering energy...

By Leo Craig, 26 April 2018, 1 comment. Categories: Data & Analytics, Data Centres, Data Management, Economy, Enterprise, Infrastructure.

Google Cloud securing ‘larger, more strategic’ deals as latest financials announced

Google CEO Sundar Pichai says his company’s cloud operations are ‘growing well’ with larger, strategic deals in place as more impressive financial results were revealed.

The company’s parent, Alphabet, posted Q118 financials earlier this week with $31.15 billion (£22.3bn) in total revenue for the quarter. Advertising revenues were at $26.6bn, while ‘other’ revenues – of which Google Cloud is a part – hit $4.35bn, a 35% increase on this time last year....

By James Bourne, 25 April 2018, 0 comments. Categories: Applications, Economy, Google.

Red Hat posts positive financials, cites CoreOS acquisition as key

Another day, another earnings report where cloud is cited as the primary mover. This time it’s Red Hat, whose fourth quarter and full year revenues have gone up 23% and 21% year over year respectively.

Full year revenues were at $2.9 billion (£2.05bn) while fourth quarter total revenue was at $772 million (£546.4m). The company’s subscription revenue from infrastructure-related offerings was at $510m for the most recent quarter, representing two thirds of total revenue, while total...

By James Bourne, 27 March 2018, 0 comments. Categories: Containers, Economy, OpenSource, Platform.

Pivotal Software goes for a $100 million IPO

Pivotal Software, the arbiter of the open source Cloud Foundry project and one of the many horses in Dell’s stable, has filed for an IPO worth a potential $100 million (£70.4m).

The S-1 filing revealed Pivotal posted overall revenues of $509.4m for fiscal 2018, at an increase of 22.4% from the year before, with subscription revenue exceeding services revenue for the first time at $259m.

The company said it had 319 ‘subscription customers’ – defined as companies who spend at least...

By James Bourne, 26 March 2018, 0 comments. Categories: Economy, M&A, PaaS, Platform.

Oracle cloud revenue continues strong growth with more autonomous services promised

It’s the same old story for Oracle as its Q318 financial results were announced; strong cloud revenues, but what about the rest of the portfolio?

Oracle announced total revenues of $9.8 billion (£7bn) over the past three months, with total cloud revenues contributing 16% of the overall figure at $1.6bn. Cloud revenues have gone up 32% year over year; cloud software as a service, the much larger bucket, saw revenues of $1.15bn at a yearly increase of 33%, while cloud platform as a service and...

By James Bourne, 20 March 2018, 0 comments. Categories: Applications, Economy, Infrastructure.

Pentagon opens winner-takes-all cloud defence contract – as REAN tender pared back

Microsoft said earlier this week that government IT had reached a tipping point towards moving to the cloud – and now another large US contract is up for grabs.

During an Industry Day yesterday, plans were revealed by the Pentagon for the Joint Enterprise Defence Infrastructure Cloud (JEDI) opened up for tender to any single cloud provider.

The key is in the word ‘single’: as reported

By James Bourne, 08 March 2018, 0 comments. Categories: Economy, Government, Infrastructure.

Cloudian secures $125m in funding, cites AI and Amazon S3 API in driving object storage growth

It has been a busy couple of weeks for storage provider Cloudian. The company has announced $125 million (£90.7m) in funding, a short time after its most recent product release.

The funding round is being made alongside Digital Alpha Capital, a private equity firm focused on software as a service (SaaS) and eCommerce providers, with $100 million going on ‘consumption-model financing’ – or debt financing, as it is recorded in...

By James Bourne, 02 March 2018, 0 comments. Categories: Economy, Software, Storage.

New figures show staggering capex spending of hyperscale cloud providers

Hyperscale cloud and data centre operators spent $22 billion on capital expenditure (capex) in the final quarter of 2017 making the total for the year almost $75bn, according to the latest figures from Synergy Research.

Google, Microsoft, Amazon, Apple and Facebook comprise the top five spenders of the 24 major cloud and internet service firms analysed in Q417, according to the data, with growth ‘particularly strong’ at Amazon and Facebook. Alibaba, IBM, Oracle, SAP and Tencent made up the top...

By James Bourne, 01 March 2018, 0 comments. Categories: Data & Analytics, Data Centres, Economy, Infrastructure.

A roundup of machine learning forecasts and market estimates for 2018

  • Machine learning patents grew at a 34% compound annual growth rate (CAGR) between 2013 and 2017, the third-fastest growing category of all patents granted
  • International Data Corporation (IDC) forecasts that spending on AI and ML will grow from $12bn in 2017 to $57.6bn by 2021
  • Deloitte Global predicts the number of machine learning pilots and implementations will double in 2018 compared to 2017, and double again by 2020

These and many other fascinating insights are from the latest series of machine learning market forecasts, market estimates, and...

By Louis Columbus, 01 March 2018, 0 comments. Categories: Applications, Data & Analytics, Economy, M&A, Software.

Cloudian touts record year as latest object storage release explores multi-cloud

Storage provider Cloudian says it has achieved record growth for the third year in a row, with revenues up in every geographic segment and particular expansion in Europe.

The company’s results ‘point to the exploding need for scale-out storage solutions in an era when artificial intelligence, machine learning, IoT, high-resolution video and other data-intensive applications require businesses to manage data that is growing at an unprecedented rate’, in Cloudian’s own words.

Cloudian...

By James Bourne, 19 February 2018, 0 comments. Categories: Economy, Software, Storage.

RightScale State of the Cloud 2018: Azure gains on AWS, enterprise cloud spend increases

Enterprise cloud spend is on the up while Microsoft Azure gains ground on Amazon Web Services (AWS), according to the latest RightScale State of the Cloud report.

The study, which polled almost 1,000 respondents, found that Azure enterprise adoption was at 58%, gaining around on AWS with 68%. For organisations who have just begun their cloud journeys (below), Azure leads AWS, in 49% and 47% implementation respectively.

By James Bourne, 13 February 2018, 0 comments. Categories: Amazon, Economy, Infrastructure, Microsoft, Research.

More organisations opting not to calculate cloud ROI, ISACA finds

An interesting series of findings from ISACA in its latest report: almost one in three organisations polled are not calculating return on investment in their cloud computing initiatives.

The findings, which appear in a report titled ‘How Enterprises Are Calculating Cloud ROI – And Why Some Enterprises Are Moving Ahead Without It’, reveal how companies are increasingly moving away from the ROI model. “If ROI is not calculated in advance of implementation, it becomes difficult to...

By James Bourne, 12 February 2018, 0 comments. Categories: Economy, Regulation, Research.

How IBM is focusing on containers, blockchain, machine learning and more in its cloud push

Last month, IBM put out its most recent earnings report – and one statistic stood out. For the first time in more than five years, revenue did not decline from the previous year’s quarter.

Cloud revenue was $17 billion for the year, while run rate in the company’s as-a-service offerings was more than $10bn. Speaking to analysts, James Kavanaugh, IBM senior VP and chief financial officer, said the company was ‘doing a lot of work to reposition [the] business, to help move clients to the...

By James Bourne, 09 February 2018, 0 comments. Categories: Applications, Containers, Data & Analytics, Economy, Software.

Bessemer sees blockchain, serverless and APIs influencing the cloud arena in 2018

Serverless computing, APIs and blockchain are all going to shape the cloud landscape in 2018 and beyond, according to the latest State of the Cloud report from Bessemer Venture Partners.

The influential annual report, the fourth of its kind, takes a look at the state of investments, IPOs and future trends in the cloud realm. The cloud IPO market recovered somewhat in 2017 compared to 2016’s slump, with Okta, Cloudera and MongoDB among the companies taking the plunge – yet...

By James Bourne, 09 February 2018, 0 comments. Categories: Containers, Economy, Infrastructure, M&A, Research.

More small businesses paying for cloud storage – but they may not be getting value for money

More than four in five small businesses (81%) say they pay for their cloud storage, representing an increase of 10% over the last three years, according to new data from B2B research firm Clutch.

The study, which polled 300 IT decision makers at US small businesses who use cloud storage, aimed to examine what small businesses need to know when looking for a storage provider, as well as how vendors can better market their tools to small businesses.

The figures show that even small businesses who got on board...

By James Bourne, 07 February 2018, 0 comments. Categories: Economy, Research, Software, Storage.