“We believe good companies grow from $1 million to $10 million in annual recurring revenue (ARR) in four years, but the best companies can do it in just two years.”
Original source: The State of the Cloud Industry in 2018
“In a nutshell, Oracle Autonomous Cloud Platform will aim to automate patching, tuning and even data integration across its portfolio. Oracle’s return on investment pitch is that its autonomous platform frees up technology talent for higher-value tasks.”
Original source: Oracle expands its autonomous technology across its cloud platform
Vendor report, but fun numbers: “One of the main drivers fueling this race to the cloud is the explosion of software-as-a-service workloads, Cisco said. By 2021, 75 percent of the total cloud workloads and compute instances in the world will be SaaS-based, up from 71 percent in 2016.”
Original source: Cisco says virtually all data center workloads will be based in the cloud by 2021
In terms of raw figures, not growth, Azure is still a way behind. Even a generous assumption of Azure’s share of that US$5.3 billion intelligent cloud revenue figure for the quarter would put it well behind the US$5.1 billion AWS racked in over a similar period. Dave Bartoletti, a principal analyst at Forrester estimates AWS revenue at US$18 billion and Azure, excluding Office 365 and other non-platform revenue, at US$12 billion for the calendar year. “Azure has been growing faster on a smaller base, yes, but in our view, AWS’s growth is still very strong even at their size,” he added. “Azure is giving AWS a run globally, and is close to feature parity on many services. “Azure has also aggressively built out global regions and is on par with AWS for global data centre locations. It’s a healthy and exciting market, and Azure’s doing quite well.”
Original source: Is Microsoft Azure really making up ground on AWS?
“The company reported 98% Azure revenue growth this quarter and commercial cloud revenue growth of 56% year-on-year to $5.3bn. The shift to Office 365 recurring revenue is also beginning to pay off, with the company reporting a 41% increase in Office 365 commercial revenue from installed base growth.”
Original source: Microsoft results show a distributed computing future
A bit of an over-statement. What they want to say is “lots of new computing from IoT and pocket devices,” or something.
“many new applications have to act fast. According to some estimates, self-driving cars generate as much as 25 gigabytes per hour, nearly 30 times more than a high-definition video stream. Before so many data are uploaded, and driving instructions sent back, the vehicle may well already have hit that pedestrian suddenly crossing the street.”
Original source: The era of the cloud’s total dominance is drawing to a close – Life on the edge
“Oracle’s positioning is that its later start to the cloud has provided the chance to learn all the lessons of the first-generation providers.”
Good, deep (for word count) overview of Oracle’s cloud stuff.
Original source: Oracle to market: We’re Cloud 2.0
“The basic idea here, Google says, is to allow virtually anybody to bring their images, upload them (and import their tags or create them in the app) and then have Google’s systems automatically create a customer machine learning model for them. The company says that Disney, for example, has used this system to make the search feature in its online store more robust because it can now find all the products that feature a likeness of Lightning McQueen and not just those where your favorite talking race car was tagged in the text description.”
Original source: Google’s AutoML lets you train custom machine learning models without having to code