Tag Archives: Oracle

Supplier Report: 12/22/2017

Twas the Supplier Report before Xmas and I have to admit…
I didn’t predict Google’s announcement of the step-down of Eric Schmidt.

On to other things that you should know…
Apple confirmed they made your phone slow.

Here, at the end of the fourth term…
Oracle and Accenture bought out two firms.

And finally, our friends at Comcast and AT&T…
Are rewarding their employees financially.

This bonus is a result of the FCC…
Making changes to how we access content digitally.

Acquisitions

  • Oracle to Buy Australian Software Maker Aconex

    Oracle Corp. has struck a $1.2 billion deal to buy an Australian project-management software provider, the latest leg in its push to take on Amazon.com Inc. and others in selling cloud-computing services.

    The California-based software company on Monday said it had entered a binding takeover agreement after offering 7.80 Australian dollars ($5.96) cash a share for Aconex Ltd., valuing the Australian company at A$1.6 billion.

    https://www.wsj.com/articles/oracle-to-buy-australian-software-maker-aconex-1513551593

  • Accenture acquires Irish creative agency Rothco

    Accenture has entered into an agreement to acquire Rothco, a full-service creative agency. Located in Dublin, Rothco will boost Accenture Ireland’s creative capabilities and those of Accenture Interactive as an experience agency in Europe. Thanks to acquisitions including Brand, Karmarama and Australia’s The Monkeys, among a great many other creative agencies, Accenture Interactive is now thought by many to rank as one of the world’s biggest digital agencies, leading to the creative wing delivering high-profile end-to-end solutions for global brands including Pearson publishing, although their actual size and influence is still a matter hotly contested by advertising industry heavyweights such as WPP.

    https://www.consultancy.uk/news/15070/accenture-acquires-irish-creative-agency-rothco

Artificial Intelligence

  • Accenture CEO: Company’s ‘Evolving’ its Digital Business to Take Advantage of AI

    To that end, he said, “going forward, Accenture Digital will be focused on three big areas: Accenture Interactive, Accenture Industry X.0 and Accenture Applied Intelligence.” As part of the strategy, Accenture Interactive will work with CMOs to help brands “transform the customer experience,” he said, adding the company is “strengthening our end-to-end marketing capabilities for CMOs by investing to scale intelligent marketing operations.” That capability “combines platforms, analytics and artificial intelligence to run marketing campaigns as a seamless managed service,” he said.

    http://www.mesalliance.org/2017/12/21/accenture-ceo-companys-evolving-digital-business-take-advantage-ai/

    “Accenture Industry X.0″…reminds me when everything was “xtreme” in the late 90’s…kewl marketing terms bra

  • Youngest IBM Watson Programmer Says Do Not Be Afraid of Artificial Intelligence

    The youngest IBM Watson Programmer, Tanmay Bakshi says that the leaders today should not be afraid of Artificial Intelligence (AI). Tanmay and his sister Tanvi, talk to host Kimberli Lewis, of Leadership Beyond Borders on VoiceAmerica’s Business channel, about why AI is important now and for our future.

    Tanmay, one of the youngest cloud computing developers in the world, has been programming since he was 5 and now, at the age of 14, he is building applications engineered to augment human capabilities.

    The Bakshi family immigrated from India to Canada, when both Tanmay and Tanvi were young children. These two Generation Z-ers, talk about what it was like to immigrate, how education and learning is important and why AI is an opportunity not a threat.

    http://www.digitaljournal.com/pr/3603688
    Programming AI at 14… I need to re-evaluate how I spend my time.

Cloud

  • Why an (unofficial) anti-Amazon alliance is a very good thing

    Amazon is going to take a lot of effort to stop. Even the three other gargantuan tech companies are in danger of being overwhelmed, as Amazon spends more on R&D than any other company on the planet.

    The risk isn’t that we see more squabbles between competing streaming platforms or hardware availability limits, it’s that the efforts to stop Amazon are so late that retail is dominated by one player with so many network effect positives it’s almost impossible to compete.

    The Big Four look like they’ll be overshadowed by one big player: Amazon. Scott Galloway’s new book The Four is invaluable extended reading on this subject.

    All of this is a U.S.-centric view though – Chinese online retailing behemoth Alibaba has a market cap of $450 billion and on the back on China’s continuing rise, could have the muscle to fight Amazon. Both are currently competing to tap India’s emerging ecommerce market.

    https://www.androidauthority.com/why-an-unofficial-anti-amazon-alliance-is-a-very-good-thing-822092/

  • Cloud Price Comparison: AWS vs. Azure vs. Google

    The charts below show how AWS, Azure and GCP stack up for Linux and Windows instances of various sizes and commitment contracts. And to make the charts a little easier to read, the lowest cost in each category is green, the second lowest is yellow, and the most expensive is pink.
    Linux:

    Windows:

    https://www.datamation.com/cloud-computing/cloud-price-comparison-aws-vs.-azure-vs.-google.html

Datacenter

  • IBM Enters Quantum Computing Business with First Paying Customers

    In addition to JPMorgan Chase, Daimler AG, and Samsung, the first customers include JSR Corporation, Barclays, Hitachi Metals, Honda, Nagase, Keio University, Oak Ridge National Lab, Oxford University, and University of Melbourne. All of them will be will be able to tap into IBM’s 20-qubit quantum computer, which the company installed in November. A 50-qubit system, which is currently just a prototype, will be offered to customers in a future version of the platform.

    Each of the initial clients will use the opportunity to research and develop quantum computing applications related to their area of expertise. In the case of JP Morgan Chase, the company will focus on how the technology can be applied to financial services applications, including trading, portfolio optimization, asset pricing, and risk analysis.

    https://www.top500.org/news/ibm-enters-quantum-computing-business-with-first-paying-customers/

Software/SaaS

  • Acquision of SAP to Ariba (not much of a headline tbh)

    Automation of the fundamental procedure of any supply chain is vital, however it’s insufficient. To gain power of your supply chain and your spending, you have to move your point of view from the procedure to the master plan. What’s more, you have to find an innovation accomplice that can help. An accomplice who can enable you to supplier how you can work together with your providers, who comprehends the complexities of dealing with a solid supply chain, and who can interface all aspects of your obtaining procedure over your whole business while giving your providers an approach to better oversee and grow theirs.

    SAP Ariba coordinates the whole purchasing process over your whole association. When you associate with Ariba Network, you interface with a huge number of providers crosswise over immediate and indirect cost categories.

    http://nbherard.com/business/acquision-of-sap-to-ariba/38270

Other

  • Eric Schmidt stepping down as Alphabet’s executive chairman to become a ‘technical advisor’

    “Larry, Sergey, Sundar and I all believe that the time is right in Alphabet’s evolution for this transition,” he said in the statement. “The Alphabet structure is working well, and Google and the Other Bets are thriving. In recent years, I’ve been spending a lot of my time on science and technology issues, and philanthropy, and I plan to expand that work.”

    Schmidt joined up with Google in 2001, stepping into the role of CEO at the behest of founders Larry Page and Sergey Brin, after stints at Sun Microsystems and Novell. Around the time of the company’s 2004 IPO, the trio reportedly pledged to work together for another 20 years.

    Of course, Schmidt handed the baton to Page in 2011. Four years later, when Google restructured to form Alphabet, Page became its CEO, with Sundar Pichai stepping in to take over Google.

    https://techcrunch.com/2017/12/21/eric-schmidt-stepping-down-as-alphabets-executive-chairman-to-become-a-technical-advisor/?ncid=rss

  • Cloud revenue helps Oracle beat earnings forecast this time, but outlook tanks shares

    Oracle said it earned a profit of nearly $3 billion before certain expenses such as stock compensation, or 70 cents a share, up 14 percent from a year ago. Revenue rose 6 percent, to $9.62 billion. Analysts had expected an adjusted profit of 68 cents a share on revenue of $9.57 billion. Traditional on-premises software brought in the vast majority of revenue, at $6.3 billion, up 3 percent. But the portion from new software licenses was flat at $1.35 billion, making growth in cloud revenue crucial.

    Software-as-a-service applications saw growth of 55 percent, to $1.1 billion, while infrastructure as a service, the base-level computing and storage services that compete with public cloud leaders such as Amazon Web Services Inc. and Microsoft Corp.’s Azure, grew only 21 percent. That’s well behind the growth rate of the leaders. But Catz added that the cloud revenue includes older hosting revenue that’s slowing, masking higher growth in newer-generation cloud computing.

    https://siliconangle.com/blog/2017/12/14/cloud-revenue-helps-oracle-beat-earnings-forecast-just-not-enough-investors/

  • Apple: Yes, we’re slowing down older iPhones

    The tech giant issued a rare statement of explanation on Thursday, saying that it has used software updates to limit the performance of older iPhones and prevent them from shutting down unexpectedly.

    Tech analysts and angry customers have reported in recent days that operating system updates had caused older iPhones to slow considerably, with some suggesting that Apple could be using the tactic to encourage fans to buy new phones.

    Apple insists the updates were made with a different goal in mind: It said the performance of lithium-ion batteries degrades over time, which can sometimes cause phones to suddenly shut down in order to protect their components.

    http://money.cnn.com/2017/12/21/technology/apple-slows-down-old-iphones/

  • AT&T, Comcast giving $1,000 bonuses to hundreds of thousands of workers after tax bill

    Telecom giant AT&T was quick to respond to news of U.S. tax reform, announcing it would give some employees bonuses once the legislation is signed into law.

    AT&T said in a press release Wednesday that it would give more than 200,000 of its U.S. workers who are union members a special bonus of $1,000. The company also increased its capital expenditures budget by $1 billion in the U.S.

    https://www.cnbc.com/2017/12/20/tax-reform-reaction-att-is-giving-bonuses-to-200000-employees.html

  • Uber Is a Taxi Service, the E.C.J. Rules, in Major Setback for Firm

    In the decision, the court determined that Uber, which connects drivers with riders through a smartphone app for payments, “must be regarded as being inherently linked to a transport service.” The 28 member countries in the European bloc will have to regulate “the conditions under which such services are to be provided,” the court added.

    The European court ruling applies across the European Union, but not elsewhere. In a statement, the company said that it was already operating under the transportation law of most European countries in which it did business, and that the ruling would have little impact. It added that it would continue a dialogue with cities across Europe for its services.

    The case may provide a benchmark for countries seeking to regulate independent workers, who make up as much as 30 percent of the working-age population in the United States and Europe, according to the McKinsey Global Institute. Some worry, though, that such a group could soon become an underclass.

    https://www.nytimes.com/2017/12/20/business/uber-europe-ecj.html

Photo: Kira auf der Heide

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Supplier Report: 12/8/2017

Amazon and Google are fighting this week and end users are suffering.  This fight isn’t about cutting off access to YouTube, it is about two companies finding themselves competing in cloud hosting, digital assistants, customer behaviors, forked operating systems, and now advertising.

As companies like Google, Amazon, Oracle, and Microsoft fight with each other, China is quietly growing their AI capabilities and they are applying them to areas that the US would never (publicly) be able to admit.

CVS is trying to out-run the business black hole that is Amazon. As rumors swirl that Amazon might get into pharmaceuticals, CVS is attempting to purchase healthcare company Aetna.  These are certainly interesting times.

Acquisitions

  • CVS buys health insurer Aetna to counter Amazon

    Neither CVS nor Aetna has explicitly mentioned Amazon. However, it’s no secret that Amazon looms large over the proposed merger. The New York Times reports that CVS and Aetna met “several times” for talks with Amazon’s potential competition in mind. Also, CVS is in a prime position to change its strategy. It makes the most money from its pharmacy benefits business (which serves companies and insurers), not its stores, so it could continue to thrive even if Amazon swoops in and destroys its retail sales.

    Aetna isn’t under the gun in the same way. It was recently blocked from buying a key competitor, Humana, and has been looking for a way to expand without invoking the wrath of antitrust regulators. CVS makes sense in that regard — the two firms operate in related areas, but they wouldn’t be shrinking the markets for health insurance or pharmacies. There is a concern that they might hurt choices for Medicare, since both are key to offering prescriptions to Medicare recipients.

    https://www.engadget.com/2017/12/03/cvs-buys-aetna-to-counter-amazon/

Artificial Intelligence

  • COMB+ announces a $77M fund to help AI startups enter China

    The fund, which was announced at Slush in Helsinki this week, is run by COMB+ and the Beijing Institute of Collaborative Innovation (BICI). COMB+ launched its Sino Track accelerator program last year, which is based in Beijing and Helsinki and helps early-stage firms grow in China, and this is the second part of its strategy.

    So far more than half of the €65 million target has been raised, COMB+ CEO Leo Zhu told TechCrunch via interpreters in an interview. He didn’t name any confirmed LPs but said the fund is backed by government funds, government institutions, private enterprises and big corporates most of which are from China.

    https://techcrunch.com/2017/12/01/comb-china-ai-fund/?ncid=rss
    China’s A.I. Advances Help Its Tech Industry, and State Security

    As China tests the frontiers of artificial intelligence, iFlyTek serves as a compelling example of both the country’s sci-fi ambitions and the technology’s darker dystopian possibilities.

    The Chinese company uses sophisticated A.I. to power image and voice recognition systems that can help doctors with their diagnoses, aid teachers in grading tests and let drivers control their cars with their voices. Even some global companies are impressed: Delphi, a major American auto supplier, offers iFlyTek’s technology to carmakers in China, while Volkswagen plans to build the Chinese company’s speech recognition technology into many of its cars in China next year.

    At the same time, iFlyTek hosts a laboratory to develop voice surveillance capabilities for China’s domestic security forces. In an October report, a human rights group said the company was helping the authorities compile a biometric voice database of Chinese citizens that could be used to track activists and others.

    https://www.nytimes.com/2017/12/03/business/china-artificial-intelligence.html

  • IBM unveils ‘game-changing powerhouse’ for AI

    POWER9 has the ability to improve the training times of deep learning frameworks by almost four times faster and allows enterprises to build more accurate applications at a much faster rate.

    As a result of the better performance, data scientists are able to build applications faster, from deep learning insights across scientific research to real-time fraud detection and credit risk analysis.

    https://www.cbronline.com/news/ibm-power9-game-changing-ai

  • Elon Musk says Tesla is making A.I. hardware that could be ‘the best in the world’

    Several other automakers, including Ford and GM, are developing self-driving technology. Alphabet, which has developed custom chips that can be used instead of Nvidia graphics cards, operates the Waymo self-driving car division. Apple has pursued autonomous driving, and it has also developed custom silicon to handle AI workloads on mobile devices.

    In the Thursday talk, Keller suggested that with custom hardware it’s possible to boost efficiency, while Musk talked about power and cost advantages, according to one report about the event on Twitter.

    https://www.cnbc.com/2017/12/08/elon-musk-talks-up-teslas-upcoming-artificial-intelligence-hardware.html

Cloud

  • Amazon is an 800-pound gorilla that moves like a cheetah, says analyst

    In a week that featured 22 product and services announcements (according to Andy Jassy, AWS chief executive officer), industry analysts were left to assess the significant position in the IT ecosystem that AWS has staked out for itself. “This is a real merging of application developers and the more traditional kinds of companies,” Warren said. “It feels like re:Invent this year is a blending of the entire IT ecosystem.”

    A key message that emerged from the various AWS releases is that the company has made major strides to debunk “fear, uncertainty and doubt” that it could not be taken seriously as a major player in enterprise cloud computing. “The big story this year is legitimacy across the board in every vertical and every category,” Furrier said. “Re-engineering and re-imagining are happening, and Amazon is just feeding the marketplace.”

    https://siliconangle.com/blog/2017/12/01/amazon-is-an-800-pound-gorilla-that-moves-like-a-cheetah-says-analyst-reinvent/
    Nothing really new, I just like the headline.

  • Microsoft CFO sees Google’s cloud as a threat and praises its chief: ‘She’s always been a winner’

    In her Tuesday remarks — which came after Wells Fargo analyst Philip Winslow specifically asked about Google — Hood also praised Greene, the head of Google’s cloud efforts for the past two years. Greene, who was formerly CEO of VMware, announced last week that she hired Diane Bryant from Intel to be operating chief of Google’s cloud.

    “We’ve seen more of them in the past few quarters than we’ve seen before,” Hood said. “I think they’re making a good effort. I think Diane Greene is an excellent leader and an established enterprise CEO.”

    https://www.cnbc.com/2017/12/05/microsoft-cfo-amy-hood-says-google-cloud-becoming-a-bigger-competitor.html

    I always call out the s**t-talking, I should highlight the acts of class as well.

  • Cheapest enterprise cloud storage providers not always best

    Bala’s public recommendation to conference attendees was the following: “Think about the number of years that a vendor has been in this market and their commitment to the market. The last thing you want to do is go with a vendor who says, ‘Well, the v1 version of our service didn’t work, and we’re going to scrap it, and we’re going to restart over again.’ There are a lot of customers in that boat.”

    Although Bala’s cautionary advice did not note specific enterprise cloud storage providers that abandoned the original versions of their cloud storage services, he did offer frank assessments of each of the major challengers to dominant player AWS.

    “Oracle did something very smart. They opened a large office in Seattle, and they’ve hired a bunch of AWS engineers. So, they’ve got several hundred AWS engineers that are building v2 of Oracle service,” Bala said. “After having failed the first time, they’re doing some really thoughtful things the second time.”

    Bala said IBM’s public cloud storage, also based on OpenStack, “didn’t really go anywhere” and “had lots of problems,” leaving the company “trying to rebuild it.” He said IBM spent lots of money trying to buy companies, as well as trying to rebuild in-house.

    http://searchstorage.techtarget.com/news/450431495/Cheapest-enterprise-cloud-storage-providers-not-always-best

Software/SaaS

  • Three Uber security managers reportedly resigned today

    Three senior-level security managers resigned from Uber today, Reuters reported earlier today. One of the three who resigned, Pooja Ashok, was chief of staff to now-former Chief Security Officer Joe Sullivan. Sullivan was fired last week for trying to hide the security breach that affected about 57 million riders and 600,00 drivers.

    The other two who resigned were Prithvi Rai, a senior security engineer, and Jeff Jones. Both Ashok and Jones are planning to stay at Uber until January to help with the transition.

    https://techcrunch.com/2017/12/01/three-uber-security-managers-reportedly-resigned-today/?ncid=rss

  • Inside Oracle’s cloak-and-dagger political war with Google

    For the past year, the software and cloud computing giant has mounted a cloak-and-dagger, take-no-prisoners lobbying campaign against Google, perhaps hoping to cause the company intense political and financial pain at a time when the two tech giants are also warring in federal court over allegations of stolen computer code.

    Since 2010, Oracle has accused Google of copying Java and using key portions of it in the making of Android. Google, for its part, has fought those claims vigorously. More recently, though, their standoff has intensified. And as a sign of the worsening rift between them, this summer Oracle tried to sell reporters on a story about the privacy pitfalls of Android, two sources confirmed to Recode.

    https://www.recode.net/2017/12/6/16721364/oracle-google-political-war-location-track-android-safra-catz-java-lawsuit

Other

  • Now on Oracle’s Campus, a $43 Million Public High School

    “Nobody has done anything like this before,” said Colleen Cassity, the executive director of the Oracle Education Foundation, a nonprofit funded by the company. The foundation oversees the company’s partnership with the school.

    Design Tech High School, known as d.tech, was founded in 2014 with the aim of steeping students in design thinking, a creative problem-solving strategy popularized by Stanford University’s design school. It teaches students to empathize with people before trying to devise solutions to their problems.

    https://www.nytimes.com/2017/12/03/technology/now-on-oracles-campus-a-43-million-public-high-school.html

  • Why Amazon and Google just can’t get along

    At this point, it’s easy to see why Amazon wouldn’t want to support Google’s products, and vice versa: Each company is using hardware to fortify themselves while attacking their rival’s core business. Without some broad-ranging truce, in which each company agrees to treat each other’s services equally and let consumers decide what’s best, Amazon and Google would only be undermining themselves.

    https://www.techhive.com/article/3240966/streaming-hardware/why-amazon-and-google-just-cant-get-along.html

  • IBM to invest $200 million in climate change research

    Not all businesses, however, take a short-term view of their operations, with increasing numbers of CEOs seeing reason, as a destroyed planet will even impact them and their shareholders in the long-run. In this vain, IBM recently announced it will direct around $200 million into five climate-related projects. Despite a rocky year financially, which saw global revenues further stagnate at the global technology giant, the organisation still saw fit to support scientists in their pursuit to better understand the consequences of humanity’s current uncritical climate forcing experiments.

    The funds will be awarded to projects that are judged to have the greatest potential impact on our understanding of climate change, and that consider strategies to mitigate its effects. The five projects would also be able to take advantage of IBM’s World Community Grid, an IBM Citizenship initiative that taps into the combined computing power of 730,000 worldwide volunteers. A similar project was recently run on such a network, allowing Harvard University to identify 36,000 carbon-based compounds that may approximately double the efficiency of most organic solar cells currently in production.

    https://www.consultancy.uk/news/14900/ibm-to-invest-200-million-in-climate-change-research

Photo: CloudVisual

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Supplier Report: 11/17/2017

Oracle is trying to make it harder for Chinese firms to purchase U.S. companies by supporting bills that expands the power of the Committee on Foreign Investment.  Meanwhile the rumors of Amazon’s Chinese exit have been greatly exaggerated… the company had to sell off certain assets to comply with Chinese law.

Mashable is about to be purchased by Ziff Davis, leaving some to ponder the viability of digital media.

The viability of the Oath (formerly Yahoo and AOL) is in question with reports of over 500 employees being laid off (4% of their workforce).

Acquisitions

  • Mashable Agrees to Sell to Ziff Davis for Around $50 Million

    The price is approximately one-fifth of the company’s $250 million valuation based on its last investment round in March 2016.

    It is a troubling sign for the broader outlook for digital publishers, particularly those that have embraced the “pivot to video” strategy in an effort to lure more lucrative video ad sales.

    Bloomberg earlier reported that Mashable was close to an agreement to sell to Ziff Davis. Ziff Davis is a subsidiary of J2 Global Inc. and owns brands such as PCMag, IGN, Everyday Health and Offers.com.

    https://www.wsj.com/articles/mashable-agrees-to-sell-to-ziff-davis-for-around-50-million-1510863283

Artificial Intelligence

  • Oracle’s Mark Hurd: When companies claim they’re in A.I., ‘most of the time it’s just nonsense’

    Most of the time, when companies claim they’re in the business of artificial intelligence, “it’s just nonsense,” Oracle CEO Mark Hurd said Tuesday.

    “Everybody in [Silicon] Valley’s saying they’re in AI,” Hurd told CNBC’s Jon Fortt during an NYSE Fireside Chat.

    https://www.cnbc.com/2017/11/14/oracles-mark-hurd-when-companies-claim-theyre-in-ai-most-of-the-time-its-just-nonsense.html

  • A mirror exposes AI’s inherent flaws in ‘Untrained Eyes’

    Kaino and Williams wanted to reveal how something as seemingly innocuous as a Google search can expose algorithmic bias. Kaino points out that searching for “man” on Google Images surfaces page after page of white men in business suits, looking confidently into the camera, while a search for “woman” brings up a grid of white women in various stages of undress. Untrained Eyes sheds a light on issues of representation, forcing the viewer to confront how a computer, and by extension, an unknown programmer, sees them.

    https://www.engadget.com/2017/11/09/untrained-eyes-engadget-experience/

Cloud

  • Amazon Web Services denies reports of China exit, confirms some asset sales

    No, AWS did not sell its business in China and remains fully committed to ensuring Chinese customers continue to receive AWS’s industry leading cloud services. Chinese law forbids non-Chinese companies from owning or operating certain technology for the provision of cloud services. As a result, in order to comply with Chinese law, AWS sold certain physical infrastructure assets to Sinnet, its longtime Chinese partner and AWS seller-of-record for its AWS China (Beijing) Region. AWS continues to own the intellectual property for AWS Services worldwide. ‎We’re excited about the significant business we have in China and its growth potential over the next number of years.

    https://www.geekwire.com/2017/reports-amazon-web-services-exiting-china-selling-local-partner-300m-deal/

  • Companies will waste over $10 billion in cloud spending in the next year

    “Cloud providers claim they are getting better at helping companies save some of their cloud spending. For example, AWS recently claimed it saved AWS users $500 million by alerting customers when they are overpaying,” says Kim Weins, VP of cloud cost strategy at RightScale. “Unfortunately, this is just a drop in the bucket. RightScale has seen that companies waste, on average, 35 percent of their cloud spend. This equates to $6.4 billion in annualized wasted cost for AWS alone. For the top three public cloud providers (Amazon Web Services, Microsoft Azure, and Google Cloud Platform), this represents annualized waste of $10 billion.”

    RightScale points out some ways in which enterprises can control their cloud costs. Forty percent of instances are sized larger than is required for the workload and could be resized — and therefore made cheaper — without impacting performance of the application. Each oversized instance is wasting 50-75 percent, resulting in 11-16 percent of all cloud spend being wasted.

    https://betanews.com/2017/11/13/company-cloud-waste/

  • IBM makes 20 qubit quantum computing machine available as a cloud service

    IBM has been offering quantum computing as a cloud service since last year when it came out with a 5 qubit version of the advanced computers. Today, the company announced that it’s releasing 20-qubit quantum computers, quite a leap in just 18 months. A qubit is a single unit of quantum information.

    The company also announced that IBM researchers had successfully built a 50 qubit prototype, which is the next milestone for quantum computing, but it’s unclear when we will see this commercially available.

    https://techcrunch.com/2017/11/10/ibm-passes-major-milestone-with-20-and-50-qubit-quantum-computers-as-a-service/?ncid=rss
    Satya Nadella’s book mentions the increase in qubits as an important milestone for AI.

Software/SaaS

  • No Wild West here – Workday’s CEO on customer satisfaction

    In my conversations with Workday customers over the last year, customers have showered the company with praise on the company’s efforts to ensure everything goes to plan. I don’t normally include those remarks in my reports because, for me, it is a check mark for the future rather than an item that contributes to an assessment of the project. But then check what Paul Wright of Accuride said to me recently:

    To answer your specific question I think the customers are ready, willing and able to adopt all the technology coming at them. The questions were solid from the audience around the complexities they have in their business, and there were people in the session from all kinds of verticals. The PMs weren’t stumped by anyone. I heard similar stories from my guys who were in sessions around HR, prism analytics, and PaaS. My team was very impressed by how they constructed the open platform, and can’t wait to play with it, we’ve already got some apps in mind.

    https://diginomica.com/2017/11/16/no-wild-west-workday-customer-satisfaction/

Security

  • Google study shows how your account is most likely to be hijacked

    The tech titan found 788,000 credentials that were stolen via keyloggers, 12 million stolen via phishing and 3.3 billion exposed by third-party breaches within a year of investigating black markets. A total of 12 percent of the exposed records it found used Gmail addresses as a username, and seven percent of those accounts reused the Gmail password for other services, making them more vulnerable than the others.

    Howevever, since Google incorporates safety measures to prevent strangers from logging into your account, the company also saw increasingly sophisticated tools capable of collecting data other than usernames and passwords. Among the phishing tools and keyloggers Google examined, 82 percent and 74 percent, respectively, have the capability collect IP addresses. It also found tools that can collect phone numbers, as well as devices’ make and model. Hijackers can then use those info to authenticate the identities of the accounts they’re stealing.

    https://www.engadget.com/2017/11/11/google-study-hijack/

Other

  • The Oath bloodbath continues: 560 people are being laid off

    More cuts are coming to Oath. The entity that houses Yahoo and AOL is in the process of laying off up to 560 people today following Yahoo’s June acquisition by Verizon. That represents slightly less than 4 percent of Oath’s global employee count of 14,000. Among those people were staffers at Yahoo Finance in the U.K., but the cuts apparently aren’t concentrated in a specific brand or geography.

    Verizon in June completed its $4.48 billion acquisition of Yahoo’s assets, which were combined with AOL brands including the HuffPost (formerly The Huffington Post) under a new subsidiary called Oath. Oath laid off 2,100 of its staff after the deal closed, or 15 percent of the workforce.

    https://digiday.com/media/oath-lays-off-560-verizon-acquisition/

  • Oracle Wants to Make It Tougher for Chinese Firms to Buy U.S. Companies

    The bills, which were introduced last week, would expand the power of the Committee on Foreign Investment in the United States (CFIUS), allowing it to review smaller investments and add new national security factors, such as exposure of Americans’ Social Security numbers, for CFIUS to consider.

    CFIUS, an inter-agency panel, reviews proposed transactions for national security concerns. CFIUS can recommend that a transaction be prohibited, but only the president can issue an order to stop or suspend a deal.

    http://fortune.com/2017/11/15/oracle-chinese-firms-buy-u-s-companies/

  • Microsoft plans a 75 percent reduction in carbon emissions by 2030

    By pushing its carbon neutrality plans and renewable energy commitments, the target puts the company on track to meet the goals set in the Paris Climate Agreement, and of course puts a big tick in its corporate social responsibility box.

    75 percent over 15 years is not a hugely ambitious target, especially when you consider that Microsoft has had carbon reduction on its agenda since 2009, and that despite the environmental programs it has in place, it only manages a lackluster score of C- in Greenpeace’s guide to greener electronics (breaking down to a D+ for both energy and resources).

    https://www.engadget.com/2017/11/14/microsoft-sets-unambitious-but-achievable-carbon-reduction-goal/

  • Foxconn’s Profit Down 39% Amid iPhone Production Woes

    Taiwan-based Foxconn, known formally as Hon Hai Precision Industry Co., posted 21 billion New Taiwan dollars (about $695.5 million) in net profit in the three months to September, its statement showed Tuesday. That was lower than the NT$35.6 billion average estimate of analysts polled by the S&P Global Market Intelligence. The 39% decline in profit from the same period a year earlier was Foxconn’s largest drop since 2008, during the global recession, according to data from S&P.

    Apple hasn’t disclosed sales numbers for the iPhone X. The phone made its debut with long lines at Apple stores around the world and shipping delays of five-to-six weeks, showing that the company hadn’t ramped up production enough to meet demand. The delay had shrunk to three to four weeks in the U.S. as of Tuesday afternoon.

    https://www.wsj.com/articles/foxconns-profit-down-39-amid-iphone-production-woes-1510666619

Photo: Derek Thomson

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Supplier Report: 11/10/2017

This week is the tech-industry equivalent of a bad romance movie. First Google and SalesForce announce a partnership, and in the same week, SaleForces announces a partnership with Facebook that could negatively impact Google.

T-Mobile and Sprint are definitely (maybe) off again… probably.

Another acquisition that might go sour is the AT&T and Time Warner agreement. Customers don’t love the idea and there is a certain President of the United States that is potentially using his influence to get revenge on CNN (probably not).

AI is getting smart enough to realize it needs to grow on its own.

Acquisitions

  • Broadcom Proposes to Acquire Qualcomm for Over $100 Billion

    The cash-and-stock deal carries a value of roughly $103 billion and includes about $25 billion of debt. In a news release, Broadcom said it valued the deal at $130 billion.

    https://www.wsj.com/articles/broadcom-proposes-to-acquire-qualcomm-for-70-per-share-1509971816
    Broadcom offers to acquire Qualcomm for $70 per share

    Specifically Broadcom is offering to pay $70.00 per Qualcomm share, with $60.00 being in cash and $10.00 per share in Broadcom shares. It’s intending to use debt financing if it gets agreement for the deal.

    Although a Nomura Instinet analyst, cited by Reuters, suggests that a $70 per share offer won’t be sufficient for the proposal to fly.

    https://techcrunch.com/2017/11/06/broadcom-offers-to-acquire-qualcomm-for-70-per-share/?ncid=rss

  • Proofpoint acquires Cloudmark for $110M in cybersecurity consolidation play

    As malicious groups continue to become more sophisticated in their hacking techniques, cybersecurity efforts are attempting to expand in their reach, and that is leading to some consolidation in the field. Today, cybersecurity firm Proofpoint — which provides SaaS products to protect businesses’ email, social media and other services — announced that it would pay $110 million to acquire Cloudmark, another firm that provides security protection for messaging services, focusing specifically on serving the ISP and mobile carrier markets.

    https://techcrunch.com/2017/11/07/proofpoint-acquires-cloudmark-for-100m-in-cybersecurity-consolidation-play/?ncid=rss

  • Sprint and T-Mobile Call Off Merger

    The decision came after Sprint Chairman Masayoshi Son, Sprint CEO Marcelo Claure, T-Mobile CEO John Legere and Tim Höttges, CEO of T-Mobile parent Deutsche Telekom AG, met for dinner at Mr. Son’s house in Tokyo to try to reach a final agreement, a person familiar with the matter said.

    In a joint statement, the companies said they couldn’t settle on mutually agreeable terms. They didn’t go into specifics.

    Instead of a merger, Sprint parent company SoftBank Group Corp. plans to buy shares of Sprint on the open market. SoftBank’s stake is around 80%, and it intends to keep its stake below an 85% threshold that would trigger a tender offer.

    https://www.wsj.com/articles/sprint-and-t-mobile-calling-off-merger-1509818355

  • Continental buys Israeli co Argus Cyber Security

    Continental said that Argus would now become part of Elektrobit and would continue to engage in commercial relations with all automotive suppliers globally.

    The purchase price was not disclosed though Israeli media reported earlier this week that Continental would pay about $400 million (£305.4 million) for Argus.

    https://www.reuters.com/article/us-argus-m-a-continental/germanys-continental-buys-israeli-auto-cyber-firm-argus-idUSKBN1D31DR

  • Marvell Technology Group in Advanced Talks to Combine With Cavium

    Marvell is based in Bermuda but run from Santa Clara, Calif. Its chips are used primarily in storage devices, printers and wireless products, and can be found in cars. The company had long been run by husband-and-wife co-founders Sehat Sutardja, who was chairman and chief executive, and Weili Dai, who was president.

    Last year, activist investor Starboard Value LP took a 6.7% stake in Marvell and pushed for the company to cut costs and consider exiting its mobile-devices business. Marvell initiated a restructuring that would eliminate around 900 employees, or approximately 16% of its workforce. It also hired a new CEO to run the company.

    Cavium, based in San Jose, Calif., makes products that are used for networking, data-center and wireless applications.

    https://www.wsj.com/articles/marvell-technology-group-in-advanced-talks-to-combine-with-cavium-1509744822

  • The merger between AT&T and Time Warner is a raw deal for the rest of us

    A combined AT&T-Time Warner could pass along the massive acquisition costs, which include billions of dollars in Time Warner debt, to consumers, just as AT&T did after acquiring DirecTV. Even if you subscribe to a different service for cable or satellite TV, you could wind up paying more, because AT&T could raise the prices it charges competitors for HBO, CNN, and other highly desirable Time Warner programming.

    Meanwhile, AT&T-Time Warner would have every incentive to favor its own content over that of others, meaning that AT&T users might not have access to the programming they want – like the competing content of Netflix and Hulu – on the same terms. Because of AT&T’s large footprint in the wireless internet market, their acquisition of a massive content provider poses a serious threat to net neutrality.

    And that’s not all. Should regulators sign off on this deal, it could have enormous long-term implications for the media landscape, as other major industry players — of which there are fewer and fewer — will increasingly argue that greater scale or their own vertical deal is necessary in order to compete with the behemoths of AT&T and Comcast.

    https://techcrunch.com/2017/11/07/the-merger-between-att-and-time-warner-is-a-raw-deal-for-the-rest-of-us/?ncid=rss

Artificial Intelligence

  • A.I. Researchers Leave Elon Musk Lab to Begin Robotics Start-Up

    Their start-up, Embodied Intelligence, is backed by $7 million in funding from the Silicon Valley venture capital firm Amplify Partners and other investors. The company will specialize in complex algorithms that allow machines to learn tasks on their own. Using these methods, existing robots could learn to, for example, install car parts that aren’t quite like the parts they have installed in the past, sort through a bucket of random holiday gifts as they arrive at a warehouse, or perform other tasks that machines traditionally could not.

    “We now have teachable robots,” Mr. Abbeel said during a recent interview at the new company’s offices in Emeryville, Calif., just across the bay from San Francisco.

    https://www.nytimes.com/2017/11/06/technology/artificial-intelligence-start-up.html

  • To keep up with demand, AI may have to build itself

    While companies like Google, Facebook, and Microsoft can throw money at the problem and pay “millions of dollars a year to A.I. experts,” per the Times, other companies are taking matters into their own hands and developing tools and neural networks to help companies build their own AI software. That’s where technologies like Google’s new AutoML come in. It hopes to automate the AI-building process by outsourcing it to AI itself. Per the Times: “Google said AutoML could now build algorithms that, in some cases, identified objects in photos more accurately than services built solely by human experts.”

    It’s not just algorithms either, but AI is getting really good at teaching itself skills like speech recognition, machine translation, and all sorts of other things thanks to a process that experts call “learning to learn,” or “meta-learning.”

    https://www.fastcompany.com/40492277/to-keep-up-with-demand-ai-may-have-to-build-itself

Cloud

  • Google and Salesforce Ink Cloud, Apps Deal

    The deal, slated to be announced Monday at the start of Salesforce’s Dreamforce customer conference in San Francisco, comes a year and a half after the cloud-based business software vendor said it would move some computing operations to data centers run by the market leader, Amazon Web Services. Salesforce also operates its own data centers.

    World-wide revenue for the business of providing cloud infrastructure—that is, computing processing and storage service—hit $22.2 billion last year, and is expected to climb to $67 billion by 2020, according to industry research firm Gartner Inc.

    https://www.wsj.com/articles/google-and-salesforce-ink-cloud-apps-deal-1510002301
    What about the AWS deal?

    It’s unclear exactly how using Google Cloud Platform fits into Salesforce’s overall infrastructure and global expansion plan. Salesforce is already using Amazon Web Services’ infrastructure to power a couple of its international cloud regions, and doesn’t have plans to move away from that investment. AWS will remain a “preferred” cloud provider for Salesforce, as it was when the two companies announced their partnership almost a year and a half ago.

    https://venturebeat.com/2017/11/06/google-and-salesforce-sign-massive-strategic-partnership/

    Facebook and Salesforce are teaming up against Microsoft Office and Google

    The cloud-software provider and the social networking giant are expected to announce Tuesday that they are enhancing the integration of Salesforce’s Quip productivity app with Facebook’s Workplace, which is a version of the company’s social network that was designed specifically for businesses. The collaboration is designed to make it easier to share Quip documents in Workplace and see there a list of all documents shared.

    The partnership could help the two companies better compete with Microsoft’s Office and Google’s G Suite.

    But the deal could have other benefits. The partnership will give both Salesforce and Facebook a way in with each other’s customers.

    http://www.businessinsider.com/salesforce-quip-partners-with-workplace-by-facebook-2017-11

  • Microsoft, Oracle, IBM are said to alter pay to push cloud sales

    Previously, Microsoft had been bundling cloud services, such as Azure for storing and running data and cloud applications, with many of its multiyear deals. Althoff said the shift in pay incentives is a significant change.

    “We did have ill-informed behaviours,” he said. “We tried to sell Azure the same way we tried to sell everything else at Microsoft, which is adding it into our enterprise agreement. People were like ‘Do you want fries with that? Do you want Azure with that?’ That didn’t drive any meaningful work.”

    Also:

    IBM has been emphasising selling cloud infrastructure services and software and tools geared toward specific business processes and industries such as health care and finance. Oracle has been turning its focus to the cloud as well and investing in staff. The company said in August it was adding more than 5,000 people, including in sales, for its cloud business – following other related hires earlier in the year in the US.

    https://www.thestar.com.my/tech/tech-news/2017/11/03/microsoft-oracle-ibm-are-said-to-alter-pay-to-push-cloud-sales/

Datacenter

  • New IBM platform turns your data center into a cloud

    IBM Cloud Private takes middleware and other legacy applications, places them inside Kubernetes containers and transforms them into contemporary applications using Kubernetes container orchestration. The software itself is already containerized, including IBM tools and most major open source databases.

    Cloud Private also provides tools and APIs to connect cloud services like Salesforce with a company’s on-premises data center and share data from the cloud services with those legacy applications.

    https://www.networkworld.com/article/3236245/private-cloud/new-ibm-platform-turns-your-data-center-into-a-cloud.html

Security

  • Yahoo’s Marissa Mayer Subpoenaed to Testify Before Senate, Says Report

    Former Yahoo CEO Marissa Mayer has reportedly been subpoenaed to testify to the Senate Commerce Committee about the massive cyber hack that compromised 3 billion accounts. The U.S. has charged four alleged Russian spies with the breach, which is now being investigated by the government for insight into Russia’s cyber espionage activities.

    Issued Oct. 25, according to a report by The Hill, Mayer’s subpoena reportedly came after the former Google employee and Yahoo chief executive declined multiple invitations to appear before the committee voluntarily. Since being served, she has agreed to testify willingly, says The Hill, though she has also reportedly asked for the court order to be lifted. A Mayer representative has refuted these events, The Hill reports.

    http://fortune.com/2017/11/07/yahoo-marissa-mayer-subpoena-testify-senate/

  • New tools help could help prevent Amazon S3 data leaks

    Today, AWS announced a new set of five tools designed to protect customers from themselves and ensure (to the extent possible) that the data in S3 is encrypted and safe.

    For starters, the company is giving the option of default encryption. That means every object that gets moved into an S3 bucket will have encryption on by default. What’s more, this will happen without admins having to construct a rejected bucket for unencrypted files. It’s not exactly foolproof, but it gives admins a good solid way to ensure the data is always encrypted in a much smoother way than before.

    If that’s not enough, Amazon is putting a signal front and center on the administrative console that warns admins with a prominent indicator next to each S3 bucket that has been left open to the public. If something slips through the cracks at the end user level, this should at least give admins an additional level of protection that something is amiss.

    https://techcrunch.com/2017/11/07/new-tools-help-could-help-prevent-amazon-s3-data-leaks/

  • Equifax CEO to Congress: Not Sure We Are Encrypting Data

    But Mr. Barros stumbled when asked by Sen. Cory Gardner (R., Colo) whether Equifax was now encrypting the consumer data it stored on its computers—a basic step in hiding sensitive information from hackers, and one the company previously had admitted it didn’t take before the breach.

    “I don’t know at this stage,” Mr. Barros said.

    The answer was disappointing, said Avivah Litan, an analyst with the research firm Gartner Inc. “He should have asked his staff that the day he took over,” she said.

    https://www.wsj.com/articles/equifax-ceo-to-congress-not-sure-we-are-encrypting-data-1510180486

Other

  • Salesforce CEO dismisses Microsoft as a competitor

    You know, look. They’re 1 percent of the CRM market. You know the numbers. I like having competitors. But what I just get blown away with is how they just can’t keep, you know, that management team in place. They just keep leaving Microsoft. You know that. And I think they don’t have confidence in that ability to execute in that business. So that has weighed to our favor, and customers feel that.

    You know because you go to these conferences just like I do. There is no conference like this that they do and that’s the — in my opinion, the mark. That is — why is it that they don’t have anything like this? That when they put on a conference like something — it’s always the resellers who come together, and then — where are these people? Now, that isn’t to say they don’t have, like, Build, where they get these really high-end developers using the IDE. You know what I mean? Is that the conference I’ve been to where I’m like, Oh, yeah, these are all the — and they’re all Windows — they have a Windows fever. And they have Windows API fever at the conference. But I haven’t seen that in any other part of their business, other than the Windows API. Maybe they’ll get it in Azure — I don’t know. But I haven’t seen that yet. Because the last time that I went to the conference, I didn’t see that. I only see that fever around the Windows API. And the Surface laptop.

    https://www.cnbc.com/2017/11/08/salesforce-ceo-dismisses-microsoft-as-a-competitor.html

  • IBM’s Ginni Rometty: Comfort and growth will never co-exist

    Today, IBM has 10,000 staff working with clients on design thinking and 1200 doing work internally. “That started us on the journey of getting to that business-to-person approach,” she said.

    To answer the question of whether IBM could be big as well as fast, the business commenced on an agile journey where small multidisciplinary teams work to produce a minimum viable product and iterate.

    “What I realised is that our employees can’t work faster unless we changed the way they work,” Rometty said. Today, 200,000 employees are doing agile, a change that led to 170 building renovations globally, and a rethink of appraisal systems.

    https://www.cmo.com.au/article/629768/ibm-ginni-rometty-comfort-growth-can-never-co-exist/

Photo: Jon Asato

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Supplier Report: 11/3/2017

Masayoshi Son and John Legere are still playing this whole “will they or won’t they” merger game with TMobile and Sprint. Earlier this week it was off and now parties are coming back to the table.

Amazon also had some drama this week due to news breaking that a British public servant may have influenced the decision to purchase AWS services before taking a lucrative job with the company.

HPE is leaving their historic offices in Palo Alto and downsizing to an Aruba office in Santa Clara.  HP, who once employed over 100,000 employees in the area, has reduced staff to approximately 45,000 globally due to restructuring and asset sell-offs.

Acquisitions

  • Sprint owner SoftBank may be calling off T-Mobile merger

    According to Nikkei, SoftBank and T-Mobile’s owner Deutsche Telekom had reached a broad agreement to integrate the two major US carriers, but couldn’t work out an ownership ratio that satisfied both companies.

    Nikkei’s sources indicate that SoftBank board members decided to call the talks off on Monday, after a Friday meeting where executives determined “the company would not give up control.” SoftBank is reportedly expected to propose to Deutsche Telekom on Tuesday that they end negotiations.

    https://www.engadget.com/2017/10/30/sprint-owner-softbank-may-be-calling-off-t-mobile-merger/
    Update: T-Mobile, Sprint Working to Salvage Merger

    T-Mobile made a revised offer, which Sprint is considering, some of the people said. Terms of the new offer were unclear. The two sides could reach a deal within weeks, the people said, but the two companies could still fail to agree on deal terms.

    https://www.wsj.com/articles/t-mobile-sprint-working-to-salvage-merger-1509658235

Artificial Intelligence

  • IBM Watson digs deep on data to pave the way for enterprise AI apps

    By 2018, nearly 75% of developers will build AI functionality into their apps, according to an IDC report. However, this requires wading through increasingly complex data that lives in different places, and must be continually and securely ingested, according to an IBM press release.

    In response to this challenge, Watson will now include data cataloging and data refining, to improve data visibility and better enforce data security policies so that users can more easily share information across public and private cloud environments.

    In addition to the Watson news, IBM also announced plans to extend its Unified Governance Platform with new capabilities, to help companies prepare for increasing governance and regulatory requirements, such as GDPR. They include the ability to have a single view of the Unified Governance Catalog for both structured and unstructured information. It also modified the look of its Datastage Designer with a cognitive design that can recognize and suggest usage patterns, to speed the development of data integration flows.

    https://www.techrepublic.com/article/ibm-watson-digs-deep-on-data-to-pave-the-way-for-enterprise-ai-apps/

Cloud

  • IBM kills Bluemix, a year after killing SoftLayer

    On Tuesday this week the company changed it again, announcing that “Bluemix is now IBM Cloud”.

    The company’s rationale is that “we are merging the Bluemix brand with IBM Cloud brand since they’ve grown to be synonymous.”

    Everything IBM does in the cloud comes under the new brand: Watson, PaaS, SaaS – the works.

    There’s not much more to the change than branding: the company promises all the stuff currently labelled “Bluemix” will keep running.

    https://www.theregister.co.uk/2017/11/02/ibm_renames_bluemix_ibm_cloud/

  • Protecting our Google Docs and Drive Users

    On Tuesday, October 31, we mistakenly blocked access to some of our users’ files, including Google Docs. This was due to a short-lived bug that incorrectly flagged some files as violating our terms of service (TOS). The blocking raised questions in the community and we would like to address those questions here.

    Tuesday’s bug caused the Google Docs and Drive services to misinterpret the response from these protection systems and erroneously mark some files as TOS violations, thus causing access denials for users of those files. As soon as our teams identified the problem, we removed the bug and worked to restore access to all affected files.

    https://www.blog.google/products/docs/protecting-our-google-docs-and-drive-users/

  • Microsoft, Oracle, IBM look to lure cloud services customers with new pay structure

    Traditionally, companies would ink large software deals based on factors such as the number of a customer’s devices – and not actual subsequent use of the products.The cloud business is a crucial growth area for the traditional enterprise technology pioneers, battling against rivals Amazon.com Inc and Alphabet Inc’s Google. The public cloud services global market is likely to increase more than 18 percent to $260.2 billion this year and almost double to $411 billion in 2020, according to Gartner Inc Microsoft, for example, said last week it had generated $20.4 billion in commercial cloud revenue on an annualized basis.

    Tying usage to sales incentives should help keep customers on board when it’s time to agree to a new contract, said Stephen White, an analyst with Gartner. “The behaviors of the salespeople need to be more in tune with what a customer actually is going to need and use,” White said. “It certainly makes the renewal discussion easier.”Oracle and IBM declined to comment. Previously, Microsoft had been bundling cloud services, such as Azure for storing and running data and cloud applications, with many of its multiyear deals. Althoff said the shift in pay incentives is a significant change.

    http://indianexpress.com/article/technology/microsoft-oracle-ibm-look-to-enhance-cloud-services-customers-with-new-pay-structure-4919296/

Datacenter

  • Microsoft Turns up the Heat on Oracle, Amazon, and IBM Databases

    While transitioning database platforms is still a significant task to undertake and the cost can still be high even if the tool is free, Microsoft knows that as companies look to move away from on-premises to cloud services, that’s a natural time to consider migrating. By offering this tool now, as more companies work to plan out the future (or lack of future) for their own local metal, the offer may entice some to leave their old db tech behind.

    Microsoft has become much more aggressive in this space in the past few years as the company looks to position its technology, both software and hardware (Azure) ahead of legacy competitors like Oracle and IBM. The reason for this is that they are trying to catch up to the next generation of service providers, like Amazon, and by using their own tools and tech as a leverage, it’s fostering the growth of Azure.

    https://www.petri.com/microsoft-turns-heat-oracle-amazon-ibm-databases

  • HPE to move HQ from Palo Alto to Santa Clara as it consolidates Silicon Valley footprint

    After two years of massive restructuring and staff reductions, Hewlett Packard Enterprise (HPE) is selling its headquarters on land it has owned in Palo Alto, California since 1957, the company announced on Thursday.

    The headquarters will move to nearby Santa Clara, at a new 23,000 square-foot office complex originally built to house Aruba, a company acquired by HPE in 2015. Some of the staff will also move to existing offices in San Jose and Milpitas.

    HPE wouldn’t disclose how many people work in Silicon Valley, but the company has around 45,000 employees globally.

    http://www.businessinsider.com/hpe-selling-palo-alto-headquarters-move-santa-clara-2017-11

    Make sure you update those purchase orders!

Other

  • The continuous flow of execs between AWS, Microsoft, IBM and government

    According to a report in the Times today, the Home Office’s former chief digital officer, Norman Driskell, took a job with Amazon Web Services (AWS) without gaining the necessary approvals first – a trend that has been highlighted by the National Audit Office in recent months as a concern.

    Driskell oversaw multimillion pound contracts with AWS during his time at the Home Office and has also set up one of Europe’s largest AWS user groups in his spare time, before taking up the job as a public sector lead with the cloud hosting giant.

    https://diginomica.com/2017/10/30/continuing-flow-execs-aws-microsoft-ibm-government/
    A senior civil servant with a £130,000 salary reportedly breached transparency rules when he quit and joined Amazon

    The Home Office reportedly paid the US firm £1.2 million in the 18 months prior to Driskell’s departure, which happened in November 2016. In February 2017, just three months later, the Home Office awarded AWS a two-year contract worth £4.8 million, according to The Times.

    Under the new contract, the Home Office will reportedly move immigration data from a remote provider to an “in-house AWS solution.”

    http://www.businessinsider.com/chief-digital-officer-ignored-rules-quit-government-joined-amazozn-2017-10

  • IBM Elects Two New Members to Its Board of Directors

    Ginni Rometty, IBM chairman, president and chief executive officer, said: “Joe Swedish and Rick Waddell are distinguished leaders in their fields, and we are delighted to add their insights and leadership to the IBM board. Mr. Swedish brings experience as a transformational leader in health care in both the payer and provider space, and Mr. Waddell’s experience enhances the strong financial services expertise on the board. Their perspectives on contemporary business issues and their experience running data-intensive enterprises will be an asset to IBM and to our shareholders.”

    http://www.businesswire.com/news/home/20171031005218/en/Intnl-Bus.-Mach-UK-Regulatory-Announcement-IBM

  • SoftBank, Facebook, and Amazon commit to 8,700-mile transpacific subsea cable system

    Japanese telecommunications giant SoftBank is joining forces with Facebook, Amazon, and a number of other technology companies to build a new 14,000 km (8,700 mile) transpacific subsea cable connecting Asia with North America.

    The Jupiter cable system will have two landing points in Japan — at Shima in the Mie prefecture and at Maruyama in the Chiba prefecture — as well as one at Daet in the Philippines and one near Los Angeles in the U.S.

    https://venturebeat.com/2017/10/30/softbank-facebook-and-amazon-commit-to-8700-mile-transpacific-internet-cable/

  • Amazon’s HQ2 could go to Washington D.C., where it has over 500 job openings, says analyst

    While it remains unclear what city Amazon will pick, analysts at Baird Equity Research believe Washington D.C. has one major edge over others: current number of job openings.

    As of last Friday, Washington D.C. had 531 corporate jobs available, the most after Seattle and the San Francisco-Bay Area. If you exclude West Coast cities, and use current job openings density as an important measure for Amazon’s HQ2 criteria, Washington D.C. would be a front-runner to win the bid, Baird Equity Research wrote in a note Monday.

    “We view this as relevant to the HQ2 search, as Amazon might prioritize locations based on already having a sizable non-fulfillment workforce,” the note said.

    https://www.cnbc.com/2017/10/30/amazon-hq2-washington-dc-possible-given-job-openings.html

  • Just Think: What Amazon Could Do to the Pharmacy Business

    Noticing that an Amazon customer seems to be taking an awful lot of medication to lose weight, the company might pitch fitness machines or online yoga classes. But it could also provide entertainment suggestions—free with that Prime account—that would go nicely with the state of your health. If Amazon can tell from all that Xanax you’re ordering that you seem to be having a hard time, it might recommend video offerings like “Love, Actually” or “8 Hours: Ocean Lights & Whale Songs.”

    https://www.wsj.com/articles/just-think-what-amazon-could-do-to-the-pharmacy-business-1509639035

Photo: Joey Kyber

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