Tag: AWS
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Sucking Air Through Their Teeth, 50/50 success/failure, and Dell’s $43B AI Server Quarter – Related to your interests, Friday
Also: the improbable life, four years working at AWS, an AI-SDLC panel debate. Spotted by Dan Bettinger in Austin. Related to your interests Most generative AI and custom model projects will be a bust: Gartner – ‘Analyst firm Gartner thinks at least half of all generative AI projects “will overrun their budgeted costs due to…
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Google Cloud Revenue Estimates, 2026
With that context, the key point is that GCP is now a $42 billion IaaS/PaaS business in our 2026 estimate and is growing in the mid-40% range. That’s a big move from where it was in 2020, when GCP was a mid–single-digit-billion-dollar business by our model. Google is still well behind the two leaders in absolute dollars – AWS…
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Where are the enterprise AI apps? Part n + 1
Outside of programming, there’s still a dearth of enterprise AI apps, it seems. Palo Alto’s CEO: “Consumers are far outstripping enterprise for the moment, but we expect enterprise will surely and slowly get on that bandwagon,” he said on the company’s Q2 earnings call. … “Right now … tell me how many enterprise AI apps…
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Relative to your interests, Tuesday
Codex App – OpenAI’s Claude Code competitor. U.S tech backlash grows as countries and startups seek alternatives – Big revealed preferences tests coming up here. Related, the investor angle: “Europe is hitting the kills witch on some U.S. tech.” AWS destiny: becoming the next Lumen – ‘The real problem is that developers don’t choose AWS…
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The real problem is that developers don’t choose AWS anymore (because honestly, given a choice between AWS and a vendor who thinks deeply about developer experience, who would?). They choose Vercel, or Netlify, or whatever their AI coding assistant suggests when they type “deploy this.” Some charts/survey/data would be nice to see here. Still, I…
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More of AWS’s all-in EU public cloud, write-up from Nick Patience: the ESC represents a total technical decoupling intended to satisfy the most cautious European customers and their regulators. By locating all data – including metadata, billing and identity management – entirely within the EU and staffed exclusively with EU residents (and eventually citizens), AWS…
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Amazon Should Buy Anthropic, AI Doctors, Metaverse RIP
Original Content Amazon should buy Anthropic. I wasn’t really sure what hardned images were, let alone “distroless,” so Tony and I were lucky to get William on this week’s Tanzu Catsup to sort it out. We also discuss how it fits into platform engineering. If you can’t be bothered, here’s an excerpt on optimizing Helm…
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After the Dream – Software Defined Talk #555
This week’s Software Defined Talk podcast: This week, we discuss Gemini powering Siri, AWS’s biggest competitor, and AWS strategy choices. Plus, when should your next meeting actually start? Watch the video (above), or if you prefer traditional podcasts, subscribe to it.
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Containers running in VMs 4ever
“IDC forecasts that nearly 85% of all containers will continue running inside VMs through 2028 because enterprises trust the virtualization layer for governance, security, and operational control.” 🔗 Why a Single Platform for VMs and Containers Is the Future of Modern IT
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Amazon’s enterprise AI strategy, explained by Neil Ward-Dutton
Neil Ward-Dutton, an IDC analyst focused on AI, automation, data and analytics, said three announcements on the first day of the conference were of note. “AWS AI Factories is one,” he said. “These are AWS AI infrastructure and software stacks, built and managed by AWS, but deployed in customers’ own datacentres. “These are, at least…
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How Shippable Has Scaled Docker In A Way It Never Could With AWS VMs
How Shippable Has Scaled Docker In A Way It Never Could With AWS VMs
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Infor ERP moving products to AWS – Press Pass
A few weeks ago, I talked with Chris Kanaracus for his story on Infor moving parts of their application portfolio to Amazon Web Services. Chris said this looked like a pretty strong endorsement for using AWS, and asked for my thoughts, which were: Yes, this a nice vote a confidence for AWS. However, I think…
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AWS opens its desktop as a service to the market, joins the growing DaaS fray (451 Reports)
Our report on Amazon WorkSpaces is up. The full report is available for 451 research clients, but here’s the 451 Take. When it comes to making things cheap, few companies have the zeal and credibility of Amazon. While new, mostly non-Microsoft devices are rapidly changing and fragmenting the end-user device market, there’s still a palpable…
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Moz builds its own private cloud
We spent part of 2012 and all of 2013 building a private cloud in Virginia, Washington, and mostly Texas. This was a big bet with over $4 million in capital lease obligations on the line, and the good news is that it’s starting to pay off. On a cash basis, we spent $6.2 million at…
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Amazon getting into hybrid cloud storage
“AWS will have a long way to go to be able to accomplish this. They will need architects in the field, real people, they will need the help of the channel, allowing them to architect, sell and make good margin — perhaps white-label themselves like we have done with others,” Shepard told CRN. Amazon getting…
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Amazon confirms CIA spook cloud contract
Looks like that $600m AWS contract with the CIA is real, if not closed. Also of note: Amazon is bidding for building a private cloud – I think…? – more or less. More: Amazon confirms CIA spook cloud contract
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A peek inside AWS
The engineer says for $7,500 a month, Amazon will guarantee they will be on dedicated hardware, and not just have the IP addresses segmented through the VPC. Noisy neighbors are usually only a problem for larger customers though, he says. … He considers Google to be a serious threat to AWS, but not Azure. "Anyone…
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The Secret to IaaS Success? Don’t Beat Amazon Web Services
I suspect the prevalent “slow follower” mentality within the public IaaS companies that are chasing AWS will continue. So too will the confusion about their inability to catch up with AWS, let alone pass them by. At the end of the day, this is about inventing new ways to provide better and more resilient computing…
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Microsoft adds Azure to its billion dollar a year club | Ars Technica
Amazon Web Services (AWS), by way of comparison, is estimated to have brought in $1.8 billion last year. —Microsoft adds Azure to its billion dollar a year club | Ars Technica
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