Tag: Google

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Supplier Report: 6/16/2017

Flush with cash, SoftBank is starting to execute on their 300 year plan. Softbank took Boston Dynamics off of Google’s hands… if you are going to have a multi-century strategy, it makes sense to buy a robotics company.

Dell’s financials are down $1.5b as they pay off the massive debt incurred to buy EMC. Slack is taking in $500M of funding as AWS and Microsoft contemplate buying the company. Verizon has finally closed their acquisition of Yahoo, Marissa Mayer is officially gone.

Acquisitions

  • SoftBank to Buy Two Pioneers in Advanced Robots From Google Parent

    SoftBank Group Corp. said it would buy Boston Dynamics from Alphabet Inc. The company builds robots that can perform feats such as pirouetting and climbing stairs, highlighting the Japanese company’s long-term investment horizon.

    Price and other terms weren’t disclosed.

    The deal comes more than a year after the Google parent dissolved its robotics group and started seeking buyers for Boston Dynamics, the unit at the centerpiece of the program. People close to Alphabet have said the company decided to sell Boston Dynamics when it resisted developing a commercial product within the next several years.

    The deal also includes Schaft, a Japanese robotics maker that achieved fame by winning a challenge held by the U.S. Defense Advanced Research Projects Agency in 2013 for robots to perform rescue tasks.

    https://www.wsj.com/articles/softbank-to-buy-two-pioneers-in-advanced-robots-1496972870?mg=prod/accounts-wsj

  • PokitDok Acquires Pharmacy and Software Assets of Oration PBC

    PokitDok, an API platform to free, secure, and unify data has acquired the pharmacy and software assets of Oration PBC. The acquisition enables PokitDok to complete support for delivery of essential commercial pharmacy benefit data, via its APIs, so organizations, providers and consumers have tools to make better healthcare and treatment decisions. Financial terms of the acquisition were not disclosed.

    http://hitconsultant.net/2017/06/13/pokitdok-acquires-pharmacy-software-assets-oration-pbc/

Cloud

  • IBM will put connected car data to better use

    As cars get smarter, we’re going to have to deal with all of the information our daily drives create in a way we’ve never had to bother with before. Thankfully, IBM is offering to be the middleman that represents our vehicles in the confusing new world of automotive cloud telematics. The company has signed a deal with BMW that will see the BMW CarData platform connect to IBM’s Bluemix cloud. The idea is that IBM will host and analyze your information and then pass it to third parties — with your consent — when required.

    https://www.engadget.com/2017/06/14/ibm-bmw-connected-car-data/

  • Gartner’s IaaS Magic Quadrant includes Alibaba, IBM

    “The IBM Cloud experience is currently disjointed,” Gartner writes, noting that the company hasn’t updated its SoftLayer infrastructure since its purchase two years ago.

    https://seekingalpha.com/news/3273838-gartners-iaas-magic-quadrant-includes-alibaba-ibm

Datacenter

  • IBM and HPE’s Server Businesses Aren’t Just Pressured By the Cloud Anymore

    It also wasn’t too surprising that sales of servers designed by cloud giants and supplied by ODMs grew strongly following a Q4 lull, as the likes of Amazon and Facebook continued spending heavily on capex. IDC estimated sales of such servers, which it refers to as ODM Direct, grew 41.8% to $1.2 billion (10.4% of industry revenue). It added one unnamed cloud firm single-handedly accounted for over 10% of the 2.21 million servers shipped during the quarter.

    What was, surprising, though is that both firms reported Dell, the world’s second-biggest server vendor, saw meaningful sales growth in spite of the headwinds faced by peers. IDC estimated Dell’s server sales grew 4.7% to $2.37 billion, leading its market share to rise to 20.1% from 18.3% a year ago. By contrast, the firm had estimated Dell’s server sales were roughly flat in Q4. Gartner gave Dell a 19% Q1 share, up from 17.3%.

    http://realmoney.thestreet.com/articles/06/09/2017/ibm-and-hpes-server-businesses-arent-just-pressured-cloud-anymore

  • Dell slumps to $1.5bn operating loss in first quarter in new structure

    For its first quarter ending 5 May 2017, the Texas-based giant posted an operating loss of $1.5bn on revenues of $17.8bn. Dell is a private company, but still divulges its numbers, partly because it now owns VMware courtesy of its recent merger with EMC.

    Dell’s Client Solutions Group saw revenue rise six per cent year on year to $9.1bn and operating income hit $374m.

    https://www.channelnomics.eu/channelnomics-eu/news/3011688/dell-grows-but-profits-hit-by-component-cost-headwinds

Software/SaaS

Other

  • IBM’s Harriet Green named top 100 creative people for work with Watson

    “I don’t much believe in artificial intelligence,” says Harriet Green, who is one of the executives helping to run IBM’s AI platform. “I believe in augmented intelligence. With Watson, we can augment capabilities that clients already have.”

    “We have reached a tipping point with IoT innovation,” Green said.

    “IBM Watson IoT has more than 6,000 clients and partners around the world, many who are eager to “co-innovate,” she added. IBM is investing $3 billion to prepare Watson for IoT.

    This past February, Green helped IBM open its $200 million global headquarters in Munich, Germany. The center houses the Watson Internet of Things business. It is designed to drive collaboration and innovation with dozens of clients and partners in what IBM executives call “first-ever cognitive collaboratories.”

    http://www.healthcareitnews.com/news/ibms-harriet-green-named-top-100-creative-people-work-watson

  • Uber just pissed off dozens of longtime employees; now they’re gunning for management

    Earlier this week, at a staff meeting in San Francisco, Uber executives revealed to the company’s 12,000 employees that 20 of their colleagues had been fired and that 57 are still being probed over harassment, discrimination and inappropriate behavior, following a string of accusations that Uber had created a toxic workplace and allowed complaints to go unaddressed for years.

    Yesterday, Uber fired senior executive Eric Alexander after it was leaked to Recode that Alexander had obtained the medical records of an Uber passenger in India who was raped in 2014 by her driver.

    Recode also reported that Alexander had shared the woman’s file with Kalanick and his senior vice president, Emil Michael, and that the three men suspected the woman of working with Uber’s regional competitor in India, Ola, to hamper its chances of success there.

    https://techcrunch.com/2017/06/08/uber-just-pissed-off-dozens-of-longtime-employees-now-theyre-gunning-for-management/?ncid=rss

  • Verizon Seals $4.5 Billion Yahoo Purchase as Mayer Heads Out

    The companies officially closed the $4.5 billion agreement Tuesday, following Yahoo shareholder approval last week. Yahoo properties including Sports and Finance will become part of a new Verizon unit called Oath, which is home to brands like AOL, TechCrunch and the Huffington Post. Oath will be overseen by former AOL Chief Executive Officer Tim Armstrong, while Yahoo CEO Marissa Mayer, 42, is stepping down.

    https://www.bloomberg.com/news/articles/2017-06-13/verizon-seals-4-5-billion-yahoo-purchase-as-mayer-heads-out
    Verizon Launches New Ad and Content Unit as Yahoo Deal Closes

    Distribution will also be a factor: Soon, some of Oath’s content brands will be automatically available on the “decktop” of Verizon subscribers’ phones through its AppFlash app, for example. Verizon’s go90 mobile video app, will also become more integrated with Oath’s content properties. And entirely new mobile content brands are set to launch before the end of the year, created by Oath’s internal Factory unit.

    https://www.wsj.com/articles/verizon-launches-new-ad-and-content-unit-as-yahoo-deal-completes-1497362908

Photo: Alex Knight

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Supplier Report: 6/9/2017

This is starting to get repetitive… IBM had another rough week.

There are rumors that Facebook-owned Whatsapp is moving from their current IBM-hosted infrastructure to an in-house Facebook solution.  Lululemon is also considering moving away from IBM cloud due to a recent outage.

As always, it wasn’t all bad news, IBM did score a 10-year outsourcing deal with Lloyds and they introduced a new transistor type for 5nm silicon chips (there was an insane amount of coverage on this).

Google is betting big on AI, and it might backfire due to their “lack of enterprise focus”.  Meanwhile Verizon is finalizing their acquisition of Yahoo and is expected to reduce their workforce by 20%.

Acquisitions

Artificial Intelligence

  • Why Google is betting big on AI

    Google may not be the leader of cloud computing, but novel developments have spurred Sundar Pichai, the company’s CEO, to openly recognise this as an economic opportunity and possibly a challenge. The release of second generation cloud tensor processing units (TPU) is making cloud computing and machine learning faster and more efficient.

    Google’s TPUs deliver an open source machine learning framework allowing massive scaling and dissemination of applications through the cloud. This innovation will expedite the process of intake, normalization, model training and deployment by essentially using machine learning to automate algorithms. In effect, this is automating deep learning by using machine learning. Google is calling this creation AutoML, and it is the breakthrough of the company’s AI research group, Google Brain.

    http://www.cio.com/article/3198635/artificial-intelligence/why-google-is-betting-big-on-ai.html

  • Why Google might lose the enterprise AI wars

    Two major obstacles stand in Google’s way to cloud AI dominance: data gravity and lack of backwards compatibility. To illustrate the issue of data gravity, look no further than Amazon’s Snowball device. This chair-sized flash drive, capable of storing 80 TB of precious enterprise data, is physically shipped to a customer’s on-premise data centers to load petabytes of data and then shipped back to Amazon for upload to AWS servers. Ironically, manual transfer is significantly faster and cheaper for large data sets than any internet method. Enterprises with data-hungry AI applications will have an easier time running algorithms on-prem or on AWS and Azure, where their data already lives.

    http://www.cio.com/article/3200184/it-industry/why-google-might-lose-the-enterprise-ai-wars.html

Cloud

  • Lululemon CEO blames IBM for site outage, says it’s looking at other options

    Some of Lululemon’s sales happen via its website, which is hosted on IBM’s public cloud. The site went down midday on May 22 and came back online about 20 hours later.

    “I talked to Ginni [Rometty, IBM’s CEO]; our team was up 36 hours straight,” Potdevin told CNBC. “We’re not satisfied with what happened. We’re looking at our options.”

    Other public clouds include Amazon Web Services, Microsoft Azure and Alphabet’s Google Cloud Platform. Lululemon could also opt to set up its own data center infrastructure and reduce its dependency on third-party cloud-computing resources. IBM’s other cloud customers include Citi, the U.S. Interior Department, Macy’s and Whirlpool.

    http://www.cnbc.com/2017/06/02/lululemon-ceo-blames-ibm-for-site-outage.html

  • Facebook is planning to move WhatsApp off IBM’s public cloud, source says

    The WhatsApp move, which could begin later this year, would result in IBM losing a high profile customer for its public cloud. A source claims that WhatsApp has been one of IBM’s top five public cloud customers in terms of revenue, and was at one point spending $2 million a month with IBM. (IBM says WhatsApp is not currently one of its top five public cloud customers.)

    http://www.cnbc.com/2017/06/07/facebook-planning-to-move-whatsapp-off-ibms-public-cloud.html

  • Microsoft restructures cloud, data, AI organizations

    As part of a reorganization announced internally within the company on June 7th, Microsoft has chosen to restructure its cloud, data, and AI organizations. The changes reportedly take effect immediately and were reportedly announced by Scott Guthrie, and Harry Shum (via ZDNet.)

    Part of the changes include a new Cloud AI Platform organization, led by Corporate Vice President Joseph Sirosh. This division will be responsible for Azure Search, Azure Machine Learning, the Microsoft Bot Framework, R Server and the Algorithms and Data Science Solution team. Since Joseph Sirosh previously handled the Data Platform group at Microsoft, it now will be led by Corporate Vice President of Azure, Jason Zander, and be part of a new Azure + Data Platform Group.

    https://www.onmsft.com/news/microsoft-restructures-cloud-data-ai-organizations

Datacenter/Hardware

Other

  • Lloyds finally inks mega 10-year cloudy outsourcing deal with IBM

    Those talks concluded today, with Lloyds announcing to staff it has “signed one of the largest cloud transformation deals” within the financial sector. The shift to IBM’s private cloud will take three years.

    “Most colleagues working in Infrastructure Technology Services supporting these systems and delivering change will transition to IBM, with a number retained in Lloyds Banking Group to manage the relationship, service and governance of IBM,” said the memo.

    As a result, around 500 staff will transfer to IBM on 1 September 2017. Some 1,000 contractors who currently support Lloyds Banking Group will also move to support IBM.

    https://www.theregister.co.uk/2017/06/06/lloyds_confirms_ibm_cloudy_outsourcing/

  • Amazon Wins the Race to $1,000

    Soaring gains among tech and internet stocks have concerned some investors, particularly those who remember the dot-com bubble of the late 1990s. But others expect these stocks to continue to advance. Thomas Lee, a U.S. portfolio strategist at Fundstrat Global Advisors, on Friday forecast that Facebook, Amazon, Netflix Inc. and Alphabet—a group collectively known by the acronym FANG—could climb another 20% to 40% by the end of the year. These companies, he said, represent a dense concentration of earnings and sales growth that is hard to find elsewhere in the market.

    https://www.wsj.com/articles/amazon-wins-the-race-to-1-000-1496440170

  • As the merger is completed, layoffs of up to 1,000 jobs at the combined AOL and Yahoo are expected

    According to sources, layoffs are expected to take place across AOL and Yahoo that could number up to 1,000 jobs. That is less than 20 percent of the combined company, according to sources.

    This action is not unexpected, given that both companies have a lot of redundancies, including in human resources, finance, marketing and general administration.

    https://www.recode.net/2017/6/7/15759274/merger-completed-layoffs-combined-aol-yahoo-could-reach-1000

  • IBM Community College Partnerships Support Next-Gen IT Training

    The technology company will collaborate with the participating institutions on curriculum design for next-generation IT skills; offer community college students opportunities for internships and apprenticeships; and hire students for IBM careers. The partnership will include schools in or near Columbia, MO, Rocket Center, WV, Dubuque, IA, Boulder, CO, Poughkeepsie, NY, Raleigh, NC, Austin, TX, Dallas and Houston — areas which the company notes have traditionally been underserved by high-tech employers.

    https://campustechnology.com/articles/2017/06/07/ibm-community-college-partnerships-support-next-gen-it-training.aspx?admgarea=news

Photo: Dawid Zawiła

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Supplier Report: 4/29/2017

Cloud is the major theme of the week.  IaaS leader Amazon had excellent stock performance this quarter thanks to their AWS offering. While AWS maintains the top position, they have a target on their back…

Google cloud lead Dianne Green believes Google will overtake AWS in 5 years – Oracle also thinks they will overtake AWS. Speaking of “big red”, they are quietly introducing AI elements into their services, which is a surprise considering Ellison’s previous comments on the topic.

Spotify is purchasing a blockchain startup that is demonstrating a very interesting use case for the technology outside of bitcoin.

Acquisitions

Artificial Intelligence

  • Amazon Strategy Teardown: Building New Business Pillars In AI, Next-Gen Logistics, And Enterprise Cloud Apps

    Amazon’s lack of recent interest in high-flying, aka expensive, startups might be due to a culture of conservative investment. For example, Nat Burgess, a mergers-and-acquisitions specialist at TechStrat remarked that Amazon had a good business case for acquiring Twilio to strengthen AWS’ offerings, but likely balked when Twilio went public at a valuation that was 16x revenue. On Amazon’s general approach to M&A, Burgess also suggested that the company’s strategy hinges on fulfilling specific needs instead of wholesale buying their way into markets:

    “Amazon is a conservative buyer. They think long term and they don’t get seduced by high-flying valuations….Amazon is unlikely to overpay for a high-flying, fully baked platform as the basis for the next dreamy business. They are more likely to fill gaps through smaller deals, which makes M&A less central to their strategy than it is to a company that expands to entirely new markets through acquisitions.”

    https://www.cbinsights.com/blog/amazon-strategy-teardown/

  • Oracle delivers artificial intelligence across its customer experience cloud

    To give you a sense how broad Oracle’s customer experience offering is, the suite includes Oracle Marketing Cloud, Oracle Sales Cloud, Oracle CPQ Cloud, Oracle Commerce Cloud, Oracle Service Cloud and Oracle Social Cloud. That’s a lot of clouds.

    The company hopes to use its flavor of AI technology to bring a level of automation and machine learning to a set of tasks, fueled by the data its many customer experience clouds are collecting. And Oracle claims to have boatloads of data — a collection of more than 5 billion global consumer and business IDs along with more than 7.5 trillion data points collected on a monthly basis, according to the company.

    https://techcrunch.com/2017/04/26/oracle-delivers-artificial-intelligence-across-its-marketing-cloud/?ncid=rss

Cloud

  • Google cloud leader predicts company will overtake AWS in 5 years

    On the technical side, the company is touting its artificial intelligence and machine learning competencies. On the support side, Google announced it is making its engineers available to its cloud customers as part of a new model for cloud services. It seems as each new month goes by, the company thinks of new ways to make moving to the cloud easier for the enterprise. And now, it can tout big-name customers such as Disney Interactive, Verizon, SAP and Colgate.

    http://www.ciodive.com/news/google-cloud-leader-predicts-company-will-overtake-aws-in-5-years/441266/

  • IBM SoftLayer plays hardball in object storage price cuts

    Jean Atelsek, a 451 Digital Economics unit analyst, had a canned quote: “The big cloud providers appear to be playing an aggressive game of tit for tat, cutting object storage prices to avoid standing out as expensive. This is the first time there has been a big price war outside compute, and it reflects object storage’s move into the mainstream. While price cuts are good news for cloud buyers, they are now faced with a new level of complexity when comparing providers.”

    https://www.theregister.co.uk/2017/04/21/ibm_softlayer_object_storage_price_cuts/

  • Amazon’s Cloud Business Continues to Overshadow E-Commerce

    AWS generated $3.6 billion in sales during the quarter, bringing in $890 million in operating income. That’s more than Amazon’s consolidated operating income, underscoring how important the cloud infrastructure business remains to the company’s bottom line.

    https://www.fool.com/investing/2017/04/28/amazons-cloud-business-continues-to-overshadow-e-c.aspx

Datacenter/Hardware

  • IBM Opens Four New BlueMix Cloud Data Centers in U.S.

    The new data centers in the U.S. will provide clients with infrastructure designed for running cognitive workloads and will offer access to IoT, blockchain, quantum and Watson services through IBM Bluemix.

    The moves are part of IBM’s cloud data center expansion for 2017. IBM has invested heavily in building its global footprint during the past 12 months by tripling data center capacity in the UK, constructing the industry’s first data center in the Nordics and opening data centers in Seoul, South Korea and Chennai, India.

    Overall, IBM has 55 data centers in 19 countries on six continents, including 22 in the U.S.

    http://www.eweek.com/enterprise-apps/ibm-opens-four-new-bluemix-cloud-data-centers-in-u.s

  • Google Loses Top Hardware Executive It Poached From Amazon

    A Google spokeswoman confirmed Foster’s departure, but declined to comment further. At Amazon, he led development of Kindle tablets, the Echo voice-activated speaker and other devices. He was a marquee hire for Alphabet Inc.’s Google, made just as the internet search giant unfurled the first wave of its own branded devices. Foster didn’t immediately respond to a LinkedIn message seeking comment.At Google, Foster stepped into a new role, vice president of hardware product development, working on the company’s Pixel smartphone and Home speaker, an Echo competitor. His sudden exit marks a setback for Google’s gadget ambitions — the company is planning to release at least two new Pixel smartphone models this fall, according to a person familiar with the company’s plans, who asked not to be identified discussing private matters.

    https://www.bloomberg.com/news/articles/2017-04-26/google-loses-top-hardware-executive-it-poached-from-amazon

Software/SaaS

  • Micro Focus Shuffles Board In Preparation For HPE Merger

    Under the merger agreement, Hewlett Packard has the right to nominate one new non-executive director to Micro Focus’s board, as well as half of the independent non-executive directors.

    As a result, Silke Scheiber and Darren Roos will join the Micro Focus board from May 15 as two of the three independent non-executive directors nominated by Hewlett Packard. HP Executive Vice President John Schultz also will join as a non-executive director, but not as an independent.

    http://www.lse.co.uk/AllNews.asp?code=4baz7wja&headline=EXTRA_Micro_Focus_Shuffles_Board_In_Preparation_For_HPE_Merger

  • Microsoft Just Made Salesforce’s Worst Nightmare Come True With LinkedIn CRM Move

    Using its Dynamics 365 to offer information to salespeople, Microsoft will be providing access to data from its LinkedIn Sales Navigator, PC World reports. The two platforms will basically be syncing data, which means that anyone using Dynamics 365 will be able to get details like leads, accounts, opportunity pages, and more via the dashboard.

    This is a huge deal because not only does it integrate the features of a workforce management system like Dynamics 365 with the lead generation feature of the LinkedIn Sales Navigator, it also makes the transition seamless all around. This makes Microsoft’s push
    into the CRM sector much smoother, which should provide Salesforce plenty to worry about.

    http://www.econotimes.com/Microsoft-Just-Made-Salesforces-Worst-Nightmare-Come-True-With-LinkedIn-CRM-Move-659171

  • HPE kills off its entire OpenSDN line, pulls plug on customer demos

    HPE workers have also been instructed to pretty much keep the move a secret, with no public announcements, and to simply tell customers and partners the tech giant has “discontinued development of HPE OpenSDN” if they ask what’s happening.

    This is according to an internal memo seen today by The Register, which declares HPE will no longer support the networking platform it has for years pitched as a solution for ISPs and IT service providers.

    https://www.theregister.co.uk/2017/04/26/hpe_kills_off_opensdn_line/

  • Oracle woos developers with Docker and Wercker

    All this effort, however, does raise some questions for both the company and its customers, not least being that company’s joyful rush towards becoming a leading cloud platform provider does open up debate about potentially sensitive issues such as licencing and revenues.

    Speaking to diginomica at the recent Oracle:Code developer event in London, where he was keynote speaker, Patil acknowledged that Oracle is going through a generational transformation of its own right now, and part of that process is what impact his work on the development and growth of the Oracle cloud platform and services may have on the company’s long-standing , and heavily on-premise oriented, business models.

    http://diginomica.com/2017/04/27/oracle-woos-developers-docker-wercker/

Other

  • IBM says CEO pay is $33 million; others say it is far higher (thanks SK)

    It’s a hefty sum for any CEO, let alone one who’s overseen five years of falling revenue and left shareholders with a total return of less than 0.1 percent.

    And the figure might understate her actual compensation — perhaps by 50 percent or more, because of the way IBM values her stock options.

    According to proxy adviser Institutional Shareholder Services, Rometty’s 2016 package may actually exceed $50 million, based on its own estimate for the value of her options at the time they were granted.

    https://www.bostonglobe.com/business/2017/04/24/ibm-says-ceo-pay-million-others-say-far-higher/F1yAIf9DiBZriajuahsGbM/story.html

Photo: Luke Pamer

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Supplier Report: 4/8/2017

Google is investing in a new subsea cable that connects Singapore to Australia that should greatly improve international bandwidth to those countries and within the countries (especially Australia). But Google shouldn’t celebrate too hard, their Deepmind AI was recently defeated by an open AI solution playing old Atari games.

Analytic companies Tableau and Teradata announced changes to their software models. Tableau is shifting to a subscription model for their BI tools and Teradata was forced to admit their products are falling behind and need a refresh.

IBM is teaming up with Walmart to track food supply chains using blockchain’s general ledger system… once again trying to convince companies that blockchain has commercial applications outside of bitcoin.

Acquisitions

  • Oracle and Accenture? A non-starter and here’s why

    To give you a flavor of what this means, in its latest filing, Accenture recorded operating income of 13.7%. For its part, Oracle reported operating income of 32%. As you can readily see, there is no comparison between the two companies, despite the fact Accenture has been acquiring and developing its own software for solutions outside the ‘mainstream’ of solutions that Oracle sells.

    If a deal was on the table then Oracle would have some very difficult explaining to do about how margins would work given that it is under enough pressure over ambitious cloud based growth numbers. In short, it doesn’t make sense to distract Oracle management with profit table juggling when the company is already focused on other things.

    http://diginomica.com/2017/04/03/oracle-accenture-non-starter/
    Oracle rejects Accenture buyout speculation

    An ORCL spokesperson initially declined comment on Saturday but sent Fortune a categorical denial via email on Sunday.

    https://seekingalpha.com/news/3255046-oracle-rejects-accenture-buyout-speculation

  • Amazon and Google’s reported interest in Toshiba’s chip unit could be a sign of things to come

    While Amazon and Google’s flash needs are large and growing, it’s quite unlikely that either company (unlike Apple) could single-handedly consume all of the flash currently sold by Toshiba, or come close to doing so. Toshiba has been estimated to control about a fifth of a NAND market worth about $35 billion, and expected to see strong growth this year.

    Thus in the event that Amazon and Google are eying Toshiba’s flash business, it’s likely to buy a minority stake. One that would let the companies guarantee a stable supply of NAND in the coming years, and the chance to procure it at reasonable prices via long-term contracts.

    https://www.thestreet.com/story/14073764/1/amazon-and-google-s-reported-interest-in-toshiba-s-chip-unit-could-be-a-sign-of-things-to-come.html

Artificial Intelligence

  • OpenAI Just Beat Google DeepMind at Atari With an Algorithm From the 80s

    In one hour training on the Atari challenge, the algorithm reached a level of mastery that took a reinforcement-learning system published by DeepMind last year a whole day to learn. On the walking problem the system took 10 minutes, compared to 10 hours for Google’s approach.

    One of the keys to this dramatic performance was the fact that the approach is highly “parallelizable.” To solve the walking simulation, they spread computations over 1,440 CPU cores, while in the Atari challenge they used 720.

    This is possible because it requires limited communication between the various “worker” algorithms testing the candidate policies. Scaling reinforcement algorithms like the one from DeepMind in the same way is challenging because there needs to be much more communication, the researchers say.

    https://singularityhub.com/2017/04/06/openai-just-beat-the-hell-out-of-deepmind-with-an-algorithm-from-the-80s/
    Thanks JD!

  • Honda, IBM create Dave to solve recall riddle

    Dave — for Digital Assisted Virtual Engineer — is a virtual online agent Honda created in conjunction with IBM’s Watson artificial intelligence system. Essentially a highly developed online chat bot run out of Honda’s Chino, Calif., call center, Dave is designed to answer consumer questions about Honda and Acura recalls 24/7.

    “The concept of this was to say if we want to really service our customers in general, what is the gap?” Tony Gomes, assistant vice president of the parts, service and technical division at Honda, told Automotive News. “The gap is when the centers are closed.”

    http://www.autonews.com/article/20170401/MOBILITY/304039963/honda-ibm-create-dave-to-solve-recall-riddle

Cloud

  • IBM’s cloud adds support for Nvidia’s fastest GPUs yet

    There is still a chance that Google could beat IBM to the market, though. Late last year, Google also announced that it would support Nvidia’s newest GPUs early this year, but we haven’t heard when exactly the company plans to launch this feature. We asked Google for an updated timeline but haven’t heard back yet.

    AWS, too, offers GPU support, of course, and its machines can be outfitted with up to 16 GPUs (those are the older K80 cards, though 16 of those obviously offer a lot of raw computing power, too). Microsoft’s Azure offers a similar setup with support for up to 4 of Nvidia’s slightly older GPUs.

    https://techcrunch.com/2017/04/05/ibms-cloud-adds-support-for-nvidias-fastest-gpus-yet/?ncid=rss

  • Why Amazon may eventually touch everything we do online

    Most of the websites that you already go to run through Amazon. Increasingly, their devices are actually coming into your home, you know, they’re delivering groceries. You will, at some point, not conduct business online without Amazon getting a cut of it. And so, they’ve been very good at slow and steady execution so far, and if they make money off everything you do online, there may be no such thing as stretched too thin.

    http://ualrpublicradio.org/post/why-amazon-may-eventually-touch-everything-we-do-online#stream/0

  • New Study Shows AWS Losing Ground to Azure in Enterprises

    “In the early days of the cloud, Amazon Web Services (AWS) took the lead as the cloud computing vendor of choice,” the survey report said. “But the survey revealed that as the cloud matures, organizations are becoming more comfortable with vendors other than AWS and are using multiple cloud vendors. In fact, while other reports show that AWS still has a lead in cloud market share, the top cloud vendor in this survey — which included only organizations with at least 500 employees — was Microsoft Azure.

    https://virtualizationreview.com/articles/2017/04/04/aws-losing-ground-to-azure-in-enterprises.aspx

Software/SaaS

  • Tableau switches to subscription pricing for its BI products

    Businesses will need to pay $70 per user per month for a license of Tableau Desktop Professional, and $35 per user per month for Tableau Server. That compares to the company’s boxed software prices of $2000 for Desktop, plus a $400 annual renewal fee for software updates, and $800 for Server, plus a $200 annual fee.

    It’s a move that will provide additional flexibility, scalability and risk mitigation for Tableau customers, according to Francois Ajenstat, the company’s chief product officer.

    http://www.cio.com/article/3187842/business-intelligence/tableau-switches-to-subscription-pricing-for-its-bi-products.html

  • Walmart and IBM Will Use Blockchain to Ensure Food Safety

    Yiannas explains in an article by Fortune that his company was inspired to utilize blockchain technology for supply chain monitoring by a deadly E. coli scare that happened about a decade ago. The tainted food was, in this case, spinach, and Yiannas believes it goes back to poor practices of sourcing and tracing the contaminated food products. “Consumers, in general, stopped eating spinach…if you could track and pinpoint where that came from faster, you could alleviate all that and ensure consumer confidence continues,” he said. Beyond that, in a case like this one, you could also potentially reduce the number of people who were sickened or killed by poisoned food.

    With an effort at retaining consumer confidence in the event of a similar scare, Walmart has worked with IBM and Beijing’s Tsinghua University to use blockchain to digitally track how pork products in China move. Walmart’s experiment makes use of blockchain technology designed specifically for this purpose by the Hyperledger Project. This is an open source project that was based out of the Linux Foundation and which aims to create blockchain applications for non-cryptocurrency purposes.

    http://www.investopedia.com/news/walmart-and-ibm-will-use-blockchain-ensure-food-safety-wmt-ibm/

  • Teradata CEO aims to regain ‘customer focus’ with embrace of cloud and open source

    He added: “We were shying away from new technologies like open source and cloud. We weren’t being as aggressive as we should be in moving forward to drive our offering to the point where the customer wanted.”

    However, he said that the vendor has moved at “lightning speed” over the last year to address some of the concerns.

    http://www.computerworlduk.com/applications/teradata-ceo-aims-regain-customer-focus-by-embracing-cloud-open-source-3656964/

Other

  • Google invests in new subsea cable that connects Singapore to Australia

    The cable will feature two fiber pairs with a total capacity of about 18 terabits per second — with the option to expand in the future.

    As Google notes, that’s enough to power 8 million simultaneous Google Hangout video calls (or are those Hangout Meet calls now?). Google, however, is obviously sharing the capacity here, so it won’t quite be able to handle all of those calls at any given time. It’s also worth noting that 18 terabits isn’t extremely fast by today’s standard. The subsea cable between Hong Kong and Los Angeles Google and Facebook invested in last year tops out at 120 terabits per second.

    https://techcrunch.com/2017/04/05/google-invests-in-new-subsea-cable-that-connects-singapore-and-australia/?ncid=rss

  • Expect to see BlackBerry’s name (and tech) on more devices

    On the company’s earnings call, CEO John Chen said (via Seeking Alpha) that “We are now expanding to the next phase of our licensing program. This will focus on a broader set of endpoints. What this might mean, and I make no promise, is that you may soon see a BlackBerry tablet, and it will also extend to cobranded handset with IoT and Enterprise of Things to EoT devices. These endpoints will run our software and security features and be cobranded Secure by BlackBerry.”

    https://www.engadget.com/2017/04/01/expect-to-see-blackberrys-name-and-tech-on-more-devices/

  • EFF: Verizon will install spyware on all its Android phones (update)

    But the EFF spent a little time staring at AppFlash’s privacy policy, where it’s revealed that the software will vacuum up any and all of your private data. For instance, it’ll snag your cell number, device type, operating system and the apps or services that you use. More crucially, the app will also harvest the details of everything installed on your device, your location and the contact details of everyone in your phonebook.

    Verizon admits that the information will be shared within “the Verizon family of companies,” including that of (Engadget parent) Aol. From there, the data will be used to “provide more relevant advertising within the AppFlash experiences and in other places.” The other places being a euphemism for banner and display advertising all across the web.

    https://www.engadget.com/2017/03/31/eff-verizon-will-install-spyware-on-all-its-android-phones/

  • Follow-up to SourceCast Episode 65: H-1B Visa Overhaul Could Actually Benefit Big Tech Companies

    “The top 15 job shops are all pretty much all from India. They get 85 percent of the H-1Bs. If they cut that number, then the American firms will get the bigger slice of the pie,” Shusterman said. “A lot of the Apples or Googles are paying over $100,000 a year. They’re going after top talent. This memo is really going after the lowest paid people.”

    https://www.bloomberg.com/news/articles/2017-04-04/u-s-visa-revamp-poised-to-benefit-big-u-s-tech-punish-outsourcers

Photo: Thomas Shellberg