AWS CEO Andy Jassy talks about competition

Amazon Web Services CEO Andy Jassy doesn’t talk much about the competition, but he made rare comments about that competition during a recorded chat with a college professor.

On IBM and Oracle:

“I think there’s a second category of large technology companies that just took an ungodly long time to get there. These are companies like Oracle and IBM, some of those folks. I think for them the model that we were pursuing, in the cloud, was so disruptive to their core businesses. The margin structures are radically different. The pricing structures are dramatically different. The delivery model is radically different. The way you take care of customers is radically different. So different that I think you have that dilemma at a lot of large companies: do you really want to try and accelerate the cannibalization of an existing … I think that they fought as long and hard as they could. They pooh-poohed it and they said, first no one will use it, then maybe only startups will use it, and they won’t use it for anything real, then enterprises will never use it, then enterprises will never use it for anything mission-critical. Companies and developers voted with their workloads, and so now they’re in this spot of trying to spin something up. It’s six, seven years late.”

Photo: Jaromír Kavan

Supplier Report: 2/4/2017

IT firms are struggling to keep up with President Trump’s international policy changes. As the new President creates laws that impacts immigration, companies are concerned about staffing issues.

As company chiefs become more vocal against President Trump, will he become more at odds with Silicon Valley?

IBM has been put into an uncomfortable situation as they are trying to remain on good terms with the President while meeting their own staffing demands. The company released a message of diversity, inclusion and tolerance without mentioning the President directly, which came under fire from critics.

Acquisitions

Artificial Intelligence

  • IBM’s five-year plan to remake healthcare

    Perhaps its greatest use, however, could be allowing people to know about health conditions before any symptoms begin to show. Take Alzheimer’s disease, for example: the neurobiological changes that cause signs of the disease will have done their work before any of those signs are evident in the patient. By checking a person’s blood for biomarkers of the disease at regular intervals, they can be informed if they show early indications of the condition, and start treatment or planning accordingly.

    http://www.zdnet.com/article/ai-that-knows-youre-sick-before-you-do-ibms-five-year-plan-to-remake-healthcare/

  • Florida medical center adds IBM Watson to oncology team

    Developed by IBM and trained by experts at Memorial Sloan Kettering Cancer Center (MSK) in New York, the program draws upon over 300 medical journals, 200-plus textbooks, and almost 15 million pages of text to provide a rapid and evidence-based approach to the management of patients with cancer.

    Last December, at the San Antonio Breast Cancer Symposium in Texas, a study was presented comparing the results of Watson for Oncology with the determinations of oncologists at Manipal Hospitals in Bengaluru, India. The researchers reviewed a total of 638 breast cancer patients and found that the oncologists agreed with Watson recommendations 90 percent of the time.

    https://www.dotmed.com/news/story/35223

  • H&R Block adds IBM’s Watson to its tax team

    The company said Wednesday that its employees will work with Watson to identify credits and deductions and find other solutions for customers. It’s the first time Watson, which has been used in health care, retail and other settings, will be applied to tax preparation.

    H&R Block and IBM trained Watson in the language of tax. The system will apply that knowledge to the thousands of questions and topics discussed during the return-filing process.

    http://www.seattletimes.com/business/hr-block-adds-ibms-watson-to-its-tax-team/

Cloud

  • Microsoft Azure Makes Monster Growth, Poses Threat to AWS In The Battle For Cloud Supremacy

    But despite being the underdog and the smaller player in the more intense Microsoft Azure-AWS cloud computing battle, analysts still believe that Microsoft will have the upper hand in this kind of battle.

    Analysts also said that Microsoft might become a bigger cloud player than Amazon in the long term because, in addition to the massive Azure infrastructure services, the software giant also has an actively growing SaaS (software-as-a-services) portfolio as well as a strong enterprise grip that AWS will never be able to match.

    http://www.universityherald.com/articles/63161/20170131/microsoft-azure-makes-monster-growth-poses-threat-aws-battle-cloud.htm

  • Google Pins High Hopes on This ‘Other’ Business

    For the fourth quarter ending December 31, 2016, the non-advertising business—which includes Google Cloud Platform along with Google’s popular G Suite software as well as hardware like the Pixel phone—hit $3.4 billion in sales, up 62% from the year-ago period. That business represents a bigger piece of total Google revenue—13% compared to 10% from last year’s quarter.

    http://fortune.com/2017/01/27/google-cloud-hopes/

Datacenter

  • IBM calls healthcare industry a ‘leaky vessel in a stormy sea’

    Healthcare providers are in a tight spot. Whether it is the US healthcare system or the UK’s National Health Service (NHS), organizations are under pressure not only to lower the consumer cost of treatment but also to modernize and provide digital solutions for professionals and patients.

    Successful data breaches cost the industry a fortune, but industry players may not have the budget required to keep data safe and controlled, and to make matters worse, attackers are likely to continue striking these core services as stolen information is valuable — and ransomware infections can be very lucrative.

    http://www.zdnet.com/article/ibm-calls-healthcare-industry-a-leaky-vessel-in-a-stormy-sea/

Software/SaaS

  • Oracle cloud licensing requirements doubled for AWS, Azure users

    Oracle made subtle licensing changes on Jan. 23 that effectively doubled processor license requirements — and, in turn, list prices — for customers that use Amazon Web Services (AWS) or Microsoft Azure. The modified Oracle cloud licensing policy shouldn’t affect users with existing contracts, consultants said. But it would apply to new customers and possibly to added deployments not covered by a current contract. Some Oracle users commenting online also raised the specter of the changes taking effect if a company is audited for license compliance by the software vendor.

    http://searchoracle.techtarget.com/news/450412198/Oracle-cloud-licensing-count-doubled-for-AWS-Azure-users
    Oracle is pricing itself out of Amazon’s cloud

    I’m not sure why Oracle has doubled its AWS virtual CPU pricing, other than to steer customers to use its own IaaS platform rather than migrate to AWS. Although Oracle’s cloud is far behind AWS’s, doubling the price of using AWS may stall enterprises’ migration enough to give Oracle time to get its own cloud act together.

    http://www.infoworld.com/article/3164517/cloud-computing/oracle-is-pricing-itself-out-of-amazons-cloud.html

  • IBM and United Airlines collaborate on enterprise iOS apps

    The deal, part of IBM and Apple’s global partnership, will include both market ready and custom iOS apps for United employees. The airline has so far deployed more than 50,000 Apple devices to its workforce. The apps will be integrated with United’s core enterprise processes.

    http://www.zdnet.com/article/ibm-and-united-airlines-collaborate-on-enterprise-ios-apps/
    Having flown United this week, they can use the help.

Other

  • Amazon beats profit expectations—revenue, not so much

    On Thursday, the online retailer reported net sales of $43.7 billion for the fourth quarter of 2016, up 22% over the same quarter a year ago. Those numbers fell short of analyst expectations, sending Amazon’s stock down more than 4% in after-hours trading. When asked on the company’s earnings call about the revenue miss, Amazon CFO Brian Olsavsky said revenue would have been up 24% if not for an $800 million hit due to foreign exchange rates.

    https://qz.com/901782/amazon-misses-revenue-expectations/

  • The tech sector’s reaction to Trump’s immigration changes:
    Top Microsoft execs weigh in on Trump’s immigration ban

    Now two of the company’s top executives have weighed in on the matter. CEO Satya Nadella took to LinkedIn to share a memo sent by President and Chief Legal Officer Brad Smith to the entire Microsoft staff.

    “As an immigrant and as a CEO,” Nadella explained in his post, “I’ve both experienced and seen the positive impact that immigration has on our company, for the country, and for the world. We will continue to advocate on this important topic.”

    https://techcrunch.com/2017/01/28/microsoft-immigration-ban/?ncid=rss

    Amazon CEO Jeff Bezos says Trump’s immigration order “is one we do not support”

    Amazon CEO Jeff Bezos has come out strongly against the executive order issued by Donald Trump regarding immigration and blocking certain refugees from entering the U.S. Amazon had previously expressed support for employees affected by the order in an email from HR VP Beth Galetti, but the new message from Bezos expresses opposition to the executive order in general, and also details steps Amazon has taken to fight the Trump administration measure.

    https://techcrunch.com/2017/01/30/amazon-ceo-jeff-bezos-says-trumps-immigration-order-is-one-we-do-not-support/?ncid=rss

    IBM Strongly Criticized For Weak Response To Trump´s Muslim Ban

    Just two days after the major tech firms spoke out against the Muslim ban, IBM said that the company long believed in diversity, inclusion and tolerance, and that the path for prosperity, innovation and civil society is the path of engagement and openness to the world. In fact, IBM´s statement over the Muslim ban didn’t make any direct mention of the issue or president Donald Trump.

    Of course this is a quite different stance as the one taken by Apple, which clearly show its position through its CEO Tim Cook´s words, in which he explicitly said that this company would remain open to every person in the world, no matter where they come from, since the Cupertino giant would exist without immigration.

    http://www.itechpost.com/articles/79587/20170201/ibm-strongly-criticized-weak-response-trump%C2%B4s-muslim-ban.htm

  • Microsoft moving Michigan offices to Detroit

    The One Campus Martius building is home to Quicken Loans. Microsoft will occupy 40,000-square-feet inside the building, executives said.

    “Microsoft, like many tech companies in Detroit and around the country, recognizes that being located downtown is great for business,” Quicken Loans founder Dan Gilbert said. “Today’s tech talent wants to work and live in urban cores.

    http://www.mlive.com/news/detroit/index.ssf/2017/02/microsoft_moving_downtown.html
    Related: My own analysis of Detroit’s fall from grace.

Photo: Christopher Burns

Supplier Report: 1/21/2017

2017 is finally in full swing… I uncovered 7 acquisitions this week by major IT suppliers. It seems like a great time to be in the AI game, everybody wants to buy a tiny cognitive firm…

As AI profit grows, IBM is experiencing decline in their traditional sweet spots like storage. Blue’s cloud profits are also increasing, but Amazon is growing exponentially faster than competitors like Google and Microsoft.

IBM and Microsoft both got victories by having certain platforms reach new levels of government certification and clearance. Take the wins where you can get them!

Acquisitions

  • HP Enterprise just bought a $1 billion startup for $650 million

    At the time of SimpliVity’s last fundraising, in March 2015, the company had declared that it was valued at “more than $1 billion.” All in all, SimpliVity had raised $276 million from investors like Kleiner Perkins, Accel, and Waypoint Capital.

    By buying SimpliVity, HP Enterprise takes the startup’s capabilities and adds it to their own — crucial as the company moves to compete with the combined Dell EMC juggernaut, following the close of their mega-merger. Dell EMC, for its part, has been investing heavily in the market, and resells Nutanix hardware to its customers.

    http://www.businessinsider.com/hp-enterprise-buys-simplivity-2017-1
    Related:
    Nutanix Evolving Beyond Dell Relationship, Says Pacific Crest

    Kurtz spoke with CFO Duston Williams and also chief marking officer Howard Ting, along with a group of investors, and came away with the impression that the company is taking steps that could offset some of its reliance on privately held Dell, which sells Nutanix equipment and has made up 10% of sales.

    http://blogs.barrons.com/techtraderdaily/2017/01/17/nutanix-evolving-beyond-dell-relationship-says-pacific-crest/

  • Microsoft acquires Simplygon to boost 3D innovation

    This is part of Microsoft’s “3D for everyone” strategy that will be the focus in the upcoming Windows 10 Creators Update. According to Tsunoda, Simplygon, a company with reputable expertise in 3D, could help Microsoft simplify the process of capturing creating, and sharing 3D information. Microsoft’s new online creator community, Remix3D.com, and the new Paint 3D application codenamed “Beihai” will be complemented by Simplygon technology.

    Among the most important new features implemented into the Windows 10 Creators Update is a wide range of 3D capabilities that cater to creative types, according to Digital Trends. In the next version of Windows 10, in fact, 3D will take a central role, with the ability to scan objects and import them into the new Paint 3D app as 3D objects. It will also be possible to share these objects to the new Remix 3D community sharing site and interact with them using Windows Holographic and HoloLens.

    http://www.itechpost.com/articles/75272/20170118/microsoft-buys-simplygon-boost-3d-strategy.htm

  • Salesforce’s Quip acquires startup Unity&Variety

    Quip, the productivity platform that Salesforce acquired last year, announced its Friday that the firm Unity&Variety will be joining its team.

    The small Unity&Variety design team — which includes Joey Flynn, Drew Hamlin and Andy Chung — will help Quip “build the next generation of productivity tools,” Quip announced via Twitter. They’ll work on adding creative and visual elements to Quip, according to Salesforce. Has produced at least one public app, the game Pinchworm.

    http://www.zdnet.com/article/salesforces-quip-acquires-startup-unity-variety/

  • Why Salesforce Acquired Twin Prime

    Salesforce (CRM) continued its buyout spree in December 2016 with its acquisition of Twin Prime, a startup focused on ML (machine learning) that facilitates enhanced performance of mobile apps. The financial details of the deal were not disclosed.

    http://marketrealist.com/2017/01/salesforce-acquired-twin-prime/

  • Microsoft just bought an AI startup that can outperform Facebook and Google (Thanks JD!)

    The Verge covered Maluuba in the summer of 2016, when the startup shared the results of an AI system that could read and comprehend text with near human capability, outperforming similar systems shown off by Google and Facebook. Along with acquiring the company, Microsoft has also established closer ties with Yoshua Bengio, a pioneer in the field of deep learning who served as an advisor to Maluuba, and will now become and advisor to Microsoft’s AI division.

    http://www.theverge.com/2017/1/13/14266398/microsoft-acquires-maluuba-ai-deep-learning-yoshua-bengio

  • Google acquires Fabric developer platform and team from Twitter

    Google is taking over Twitter’s mobile app developer platform Fabric, as well as its Crashlytics crash reporting system, Answers mobile app analytics, Digits SMS login system and FastLane development automation system. Twitter launched Fabric as a modular SDK in 2014 to allow developers to pick and choose different tools to improve their apps, and it now serves apps reaching 2.5 billion users built by 580,000 developers.

    https://techcrunch.com/2017/01/18/google-twitter-fabric/?ncid=rss
    Twitter is definitely trying to slim down to look more attractive for acquisition.

  • Oracle Snaps Up Apiary, a Little API Company with Big Customers

    Oracle says it is buying Apiary, a company that specializes in managing and monitoring application programming interfaces, or APIs, which offer standard ways to connect software applications. Both software giants and large Fortune 500 companies are scrambling to add expertise in building, monitoring, and documenting these crucial pieces of technology.

    http://fortune.com/2017/01/19/oracle-buys-apiary/

Artificial Intelligence

Cloud

  • Oracle and Google Refine Their Cloud Pitches to Take On Amazon

    Companies with consumer DNA are not used to providing in-person or telephone support simply because the economics won’t support that expense. That’s why Amazon had to re-boot to approach these sorts of businesses by, for example, cultivating relationships with big systems integrators like Cap Gemini and Accenture that have worked with big businesses for decades.

    Now Google must do the same. When it comes to big customers, Driscoll said: “Sometimes you need to take a client to dinner and talk to them—especially when they’re spending a few million dollars a year with you.”

    http://fortune.com/2017/01/17/oracle-microsoft-amazon-google-cloud-pitches/

  • Microsoft cloud gets Pentagon’s top security rating

    The Pentagon has given the highest security rating for unclassified data to Microsoft’s federal cloud offerings, Azure Government and a Defense Department-specific iteration of Office 365. The Microsoft services were granted Level 5 provisional authority to operate certification.

    According to Microsoft, the rating makes it the first and only cloud provider that can offer a complete DOD cloud solution that is approved at that security level for controlled unclassified information (CUI).

    https://fcw.com/articles/2017/01/13/dod-azure-secure-cloud.aspx

  • IBM Analytics: A Unique Positioning within the Cloud Computing Industry

    IBM’s strength lies in its relationships with the largest companies in the world, most of whom are already its clients. IBM also knows that the bulk of these companies will prefer the hybrid cloud model so they retain a greater measure of control over their data; in addition, there are those who will not move out of their private clouds.

    In order to leverage that strength, IBM Analytics has decided to take the deployment-agnostic route for its analytics business. That way, they don’t rub their existing clients the wrong way, but are also there to support those clients who are seriously looking at public cloud as an option.

    http://1reddrop.com/2017/01/14/ibm-analytics-unique-positioning-within-cloud-computing-industry/

  • Why IaaS Growth is Critical to Cloud Computing

    The first wave of cloud growth came from basic software applications moving to the cloud. The second, and larger wave will come from things like AI-based applications, the globally connected Internet of Things, cloud gaming, virtual reality and other forward technologies.

    And to support that kind of environment, IaaS must necessarily continue to grow at the current pace, or faster. The more we move into cloud the more cloud we need – to move into! SaaS proliferation supported by IaaS expansion is the engine for cloud growth – this year and for the next several years.

    http://1reddrop.com/2017/01/16/infrastructure-service-iaas-growth-critical-cloud-computing/

  • IBM Re-Ups with U.S. Army for $62M Cloud Deal

    According to the Army, the project required Defense Information Systems Agency (DISA) Impact Level 5 (IL-5) Provisional Authorization to manage controlled, unclassified information. IBM is the only company to be authorized by DISA at IL-5 to run Infrastructure-as-a-Service solutions on government premises. IBM announced the accreditation in February which included a condition limiting the initial number of tenants in the cloud; according to today’s announcement, that condition was removed in September.

    http://www.enterprisetech.com/2017/01/18/ibm-re-ups-u-s-army-62m-cloud-deal/

Datacenter

  • 50TB hand made storage array (10 gb/s write speeds )
  • IBM is letting storage hardware revenues slip gently off into the night

    IBM’s results announcement material said that storage HW revenues were down 10 per cent on the year. Our calculation is that they are thus $718.2m, compared to $768m a year ago. In the fourth 2010 quarter Big Blue’s storage hardware revenues were $1.2bn; six years later they are $718m, a 40.2 per cent drop.

    http://www.theregister.co.uk/2017/01/20/ibm_storage_hw_revenues_same_old_same_old/

Software/SaaS

  • Oracle’s Strategy to Hit $10 Billion in SaaS Revenues

    For a lot of enterprises, a single-vendor solution for SaaS products is preferable, and that’s how Oracle wants to position itself. Microsoft is taking baby steps towards that same goal as well as it uses its strength in one SaaS area (Office 365) to strengthen another (Dynamics 365.) Both companies know that the head-on approach to taking on a segment leader like Salesforce is not the best solution.

    http://www.gurufocus.com/news/472820/oracles-strategy-to-hit-10-billion-in-saas-revenues

  • Proposed CEO of the Enlarged Micro Focus Group

    The Board is now pleased to announce that Chris Hsu, currently Chief Operating Officer of HPE and Executive Vice President of HPE Software, will become CEO of the Enlarged Group following completion of the transaction. This appoinment will further strengthen the Board and Executive management of the Enlarged Group. As part of its succession plan the Board was fortunate to have multiple internal candidates that were well qualified for the role.

    http://military-technologies.net/2017/01/17/proposed-ceo-of-the-enlarged-micro-focus-group/

Other

  • Oracle latest tech firm sued by Department of Labor

    The legal complaint asks the court to order the cancellation of all of Oracle’s federal contracts unless it prohibits discriminatory hiring practices and makes up for lost compensation and employment benefits to those affected.

    “The complaint is politically motivated, based on false allegations, and wholly without merit,” Deborah Hellinger, a spokeswoman for Oracle, said in a statement provided to CNNMoney. “Oracle values diversity and inclusion, and is a responsible equal opportunity and affirmative action employer.”

    http://money.cnn.com/2017/01/18/technology/oracle-lawsuit-labor-department/

  • Adobe and Salesforce among best US workplaces in the technology sector

    The rankings are based on employee feedback about how frequently they experience behaviors that create a great workplace, taking into consideration factors such as the quality of the employee benefits programme, support for a work-life balance, transparency of communication, degree of collaboration, and the opportunity for professional development. The rankings also take into account whether these experiences are consistent regardless of gender, race, ethnicity and job role.

    https://www.employeebenefits.co.uk/issues/january-online-2017/edmunds-salesforce-ultimate-software-among-best-us-workplaces-technology-sector/

  • Salesforce Is Opening an Innovation Hub Near Amazon and Microsoft

    Salesforce announced plans for this expansion in October 2015, and still plans to double its local workforce in the new neighborhood to nearly 500 people. The new Bellevue Salesforce Engineering and Innovation Hub will even include “dedicated mindfulness areas.”

    http://fortune.com/2017/01/18/salesforce-innovation-hub-seattle/

  • A new CEO for DocuSign

    Effective this week, Daniel Springer is taking the reigns and former CEO Keith Krach is moving to a chairman role.

    With a reported valuation of more than $3 billion, 14-year-old DocuSign is said to be scaling, with speculation that it’s nearing its long-awaited IPO. Though he couldn’t comment on timing, Springer happens to have experience with IPOs — he brought Responsys public in 2011 and later helped it get acquired by Oracle.

    https://techcrunch.com/2017/01/18/a-new-ceo-for-docusign/?ncid=rss

  • IBM: Revenues Will Grow In 2017

    To revamp growth, the company has invested over $30 billion in five key growth areas: Analytics, Cloud, Mobile, Security and Social. These areas offer incredible potential that is beginning to be captured. From today’s earnings’ release, we can see that year over year, Analytics grew 9% to $19.5 billion, Cloud 35% to $13.7 billion, Mobile 35% to $4.1 billion and Security 14% to $2 billion (Social, though, fell by 10% to $1 billion). Revenues generated by these areas have grown to $32.8 billion and now represent 41% of the company’s total revenues. Such growth is impressive considering that, in 2010, strategic imperatives represented only 13% of total revenues. Growth is slowing down because the segments are becoming larger, but these growth rates are still more appropriate for a tech start-up rather than for a giant like IBM.

    http://seekingalpha.com/article/4038136-ibm-revenues-will-grow-2017

Photo: Josh Willink

Supplier Report: 1/14/2017

AI, speech recognition, and cognitive computing are emerging as the hot terms in 2017 for both enterprise and the public. As these technologies truly become common, how do IT departments keep up when buying IT is becoming simultaneously easier and more complicated at the same time?

What happens to the companies this new technology is displacing? Dell/EMC announced another round of (expected) job eliminations and more are expected to follow.  Fitbit snapped up another smartwatch company to retire.  The remaining scraps of Yahoo are renaming and becoming a holding company.

Acquisitions

  • Atlassian acquires Trello for $425M

    Trello launched in the TechCrunch Disrupt Battlefield in 2011 and in 2014, it was spun out of Fog Creek Software as a stand-alone company. With Trello, Atlassian is acquiring one of the fastest growing project management services. It now has about 19 million users and just under 100 employees, all of which will join Atlassian. After it was spun out of Fog Creek, Trello raised $10.3 million from BoxGroup, Index Ventures, Spark Capital and others.

    https://techcrunch.com/2017/01/09/atlassian-acquires-trello/?ncid=rss

  • Amazon quietly acquired AI security startup harvest.ai for around $20M

    The San Diego-based startup, co-founded by a team that includes two former NSA employees, uses machine learning and artificial intelligence to analyze user behavior around a company’s key IP to try to identify and stop targeted attacks before valuable customer data can be swiped.

    We were alerted to the acquisition by a tipster, who said the purchase price for harvest.ai was $19 million — a good return, considering that the startup only raised $2.3 million. The tipster also said the team’s 12 employees are relocating to Amazon’s Seattle headquarters.

    https://techcrunch.com/2017/01/09/amazon-aws-harvest-ai/?ncid=rss

  • Fitbit just bought another smartwatch startup

    Fitbit can confirm it has acquired specific assets from Vector Watch, a highly respected wearables company based in Europe and known for its innovative and cross-functional approach to design and development. The deal excludes Vector Watch’s hardware products. As with our recently announced acquisition of Pebble assets, Vector brings valuable industry expertise that will help accelerate the development of new products, features and functionality. With the addition of the Vector Watch team, we are establishing a cutting-edge development center in Bucharest, Romania, further building our global engineering capabilities and expanding our presence in EMEA.

    https://www.engadget.com/2017/01/10/fitbit-just-bought-another-smartwatch-startup/

Artificial Intelligence

  • Amazon Is Building the Fourth Pillar of Its Business

    Nowhere is this emerging technology more evident than in the areas of voice recognition and natural language processing. Amazon’s contribution to the field is Alexa, its AI-driven, cloud-based, voice-activated assistant. Alexa controls a variety of Amazons products including the popular Echo smart speaker and its sibling the Echo Dot. Alexa acts as the software to the Echo hardware. This product ecosystem has a dedicated team of over 1,000 working on its development. Alexa’s home in the cloud allows it to learn continuously from all the devices it controls. The Echo and Echo Dot were among the most popular products on the Amazon website this holiday season.  Some estimates put sales of Echo products at over 5 million since their debut two years ago, and they were sold out on the website in the weeks leading up to Christmas.

    http://host.madison.com/business/investment/markets-and-stocks/amazon-is-building-the-fourth-pillar-of-its-business/article_3377eafd-ef72-5953-9961-72cabe3e0d3f.html

    AWS is the only one of its pillars that doesn’t have parallel connections with the retail part of Amazon’s business, and will probably be the last such silo Amazon builds. All of their current efforts for the future…Alexa integrations, Amazon Go physical stores, drone deliveries with a massive “mothership” fulfillment center hovering 45,000 feet above you…all of that is designed to eventually make Amazon the largest retailer in the world by any yardstick – sales volume, number of products, earnings, profitability, memberships, etc.

    http://1reddrop.com/2017/01/08/amazon-echo-alexa-follow-prime-aws-footsteps/

  • IBM Watson: The Growth Story Finally Unfolding

    I expect that IBM’s deal with Siemens will be a game-changer for Watson. Siemens has an enviable track record of introducing new innovations to OEMs and application developers. Its MindSphere platform, which is basically a PaaS (Platform-as-a-Service) for the industrial sector, is the leading platform in the world. MindSphere offers cost-effective apps to the manufacturing industries across the world to allow them to benefit from the advantages of big data and analytics. The platform consists of a variety of tool for developers for enabling them to create specialized apps for industrial use. To put it into perspective, an app can allow a company to minimize manufacturing cost by adjusting output according to current input price in an automated manner.

    http://seekingalpha.com/article/4034857-ibm-watson-growth-story-finally-unfolding

  • IBM’s Watson Health, Illumina team up on genomics sequencing, cancer research

    Under the partnership, Watson Genomics will be integrated into Illumina’s BaseSpace and Tumor Sequencing Process. Specifically, Watson Genomics will be available to interpret data produced by Illumina’s TruSight Tumor 170, which is a solid tumor profiling panel. The system aims to detect variants across 170 genes and looks at both RNA and DNA.

    http://www.zdnet.com/article/ibms-watson-health-illumina-team-up-on-genomics-sequencing-cancer-research/

Cloud

  • Big Healthcare Players Store Big Data in the Cloud

    These benefits are moot points if privacy and security are not achieved. The security of personal health information is among the biggest concern with decision-makers when it comes to adopting cloud technologies. Most large cloud vendors, including Amazon Web Services (AWS), are HIPAA compliant and understand the complexities of healthcare. They have large and talented security teams that understand the impact a breach would have on their business.

    http://insidebigdata.com/2017/01/11/big-healthcare-players-store-big-data-in-the-cloud/

  • Unsanctioned cloud use remains a problem for enterprises

    The results show that half of all users of officially sanctioned cloud storage services like Box and Dropbox also have a personal instance of the same service. This can make detection of unauthorized copying of data more difficult.

    “Until very recently, organizations had to take an all-or-nothing approach to allowing cloud services. If they sanctioned a cloud storage service for corporate use, they also needed to accept any additional personal instances of that cloud storage service or block the service entirely,” says Sanjay Beri, founder and CEO of Netskope. “As our customers make cloud services a strategic advantage for their businesses, when it comes to governing and securing those services, they are realizing granular policies can ensure that sensitive data does not leak from the sanctioned instance of a corporate cloud service to an unsanctioned one”.

    http://betanews.com/2017/01/11/unsanctioned-cloud-problem/

  • Microsoft drops a pay-as-you-go Azure cloud option

    Geared to organizations with at least 250 users, MPSA is Microsoft’s simplified agreement consolidating purchase of cloud services and software. The move detailed today follows on Microsoft’s decision to not proceed with its proposed Enterprise Advantage program, which was meant to allow customers to buy organization-wide on the MPSA.

    http://www.infoworld.com/article/3156032/cloud-computing/microsoft-drops-a-pay-as-you-go-azure-cloud-option.html

  • Apple, Facebook, Google Rank Highest In Greenpeace Report

    Apple’s rating earned the company a clean energy index score of 83%, followed by Facebook at 67% and Google at 56%.

    Specific to search, company scorecards show that Google received a final grade of A, followed by Bing and Yahoo with a B rating. Daum.net received a C rating, followed by Naver with a C rating and Baidu, Nate, and Zum with a rating of F.

    To earn an A rating, Google received an A in renewable energy committing and siting policy, energy efficiency and mitigation, renewable procurement, and advocacy. The company earned a B rating in energy transparency.

    http://www.mediapost.com/publications/article/292606/apple-facebook-google-rank-highest-in-greenpeace.html

Datacenter

  • All-flash storage startup Kaminario snares $75 million investment

    Kaminario made a couple of big bets when it launched back in 2010 that look pretty good today. First of all, the company decided to go with all-flash storage arrays when, Golan says, flash was running around a thousand dollars a gigabyte.

    It also made a deliberate play for the cloud market, particularly SaaS vendors, who need the kind of performance flash storage can provide. This was contrary to most storage vendors’ approach at the time, who were targeting enterprise IT.

    https://techcrunch.com/2017/01/10/all-flash-storage-startup-kaminario-snares-75-million-investment/?ncid=rss

  • Dell EMC lifts the post-acquisition axe: Swwwwwing

    Dell Technologies’ 140,000 staffers have been wincing in anticipation for the expected 2,000-3,000 layoffs after the $67bn EMC acquisition completed, and now the wait is over. The axe is swinging and heads have begun to roll.

    A person close to the events told us: “Almost 80 people have been terminated from the Hopkinton location and there is more to come.”

    http://www.theregister.co.uk/2017/01/12/emc_layoffs/

  • IBM: Cognitive computing needs flash arrays, mark our words (of course it does)

    IBM is putting its latest “cognitive” marketing spin on these systems, saying the microcode “is ideal for cognitive workloads requiring the highest availability and system reliability possible for mainframe and Power Systems.”

    It tells us that the arrrays are integrated with z System mainframe products through patented software that provides data protection, remote replication and optimisation for midrange and large enterprises.

    http://www.theregister.co.uk/2017/01/12/flash_arrays_for_cognitive_computing/

Software/SaaS

Other

  • IBM Sets New World Record With Over 8,000 Patents Granted In Just One Year

    IBM’s record setting year breaks down to more than 22 patents being granted per day in 2016. No other company was in contention to beat IBM for the most patents this year, as its nearest competitor, Samsung, earned a second place finish with 5,518 patents. After that the top 10 list is comprised of Canon (3,665), Qualcomm (2,897), Google (2,835), Intel (2,784), LG Electronics (2,428), Microsoft (2,398), Taiwan Semiconductor Manufacturing Co. (2,288), and Sony (2,181).

    http://hothardware.com/news/ibm-sets-world-record-with-over-8000-patents-granted-in-one-year

  • Marissa Mayer resigning from Yahoo board as remaining company renames itself Altaba

    Only five board members will remain at Altaba: Tor Braham, Eric Brandt, Catherine Friedman, Thomas McInerney and Jeffrey Smith. The rest of Yahoo’s board, including CEO Marissa Mayer, will step down from the newly-formed company. Mayer may be tapped for a role in Yahoo’s integration at Verizon, but her position has yet to be announced.

    https://techcrunch.com/2017/01/09/marissa-mayer-resigning-from-yahoo-board-as-company-renames-itself-altaba/?ncid=rss

  • Trump set to restrict program for foreign tech workers used by Microsoft

    Microsoft and other companies say the visa program is necessary, because there is not enough tech talent in the U.S. to fill jobs. Trump calls the H-1B visas “a cheap labor program.” His allies in Congress say they will introduce the Protect and Grow American Jobs Act to scrap the program, according to the Post.

    Trump’s stances on trade, foreign jobs, clean energy and immigration could present problems for the U.S. tech industry.

    http://www.bizjournals.com/seattle/news/2017/01/09/trump-foreign-tech-h-1b-microsoft-jeff-sessions.html

  • LinkedIn may move its 10,000 employees off Google Apps – and not because of Microsoft

    According to someone close to the company, this change is not being driven by demands from Microsoft that LinkedIn switch to Office 365. We hear that Google is the one that isn’t thrilled to have such a large G Suite customer owned by Microsoft. Google doesn’t want to be put in a position where it’s sharing product road map and other tidbits with a company its biggest rival, this person tells us. (Google declined to comment)

    http://www.businessinsider.com/linkedin-may-move-its-10000-employees-off-google-apps-2017-1

  • Ex-Autonomy CFO Pleads Not Guilty in Case Over HP Buyout

    After Sushovan Hussain entered his plea Thursday, the San Francisco federal judge overseeing the case said he wants to move toward a trial without delay. The executive traveled voluntarily from England for Thursday’s hearing and his lawyer has said he’s eager to prove his innocence.

    Prosecutors charged Hussain in November, five years after Hewlett-Packard admitted that its 2011 acquisition of Autonomy was a bust. He and Autonomy co-founder Michael Lynch face a lawsuit by Hewlett-Packard in a London court seeking $5.1 billion over allegations they made false claims about Autonomy’s performance and financial condition to boost the company’s value. Lynch wasn’t charged in the December indictment.

    http://www.bloombergquint.com/markets/2017/01/12/ex-autonomy-cfo-pleads-not-guilty-in-hp-accounting-fraud-case

Photo: Kristopher Roller