CPI case study: IBM and SoftLayer would be greater together

Data from 451 Research’s Cloud Price Index suggests that IBM is missing a trick. By going all-in and baking SoftLayer with Bluemix, IBM would gain a leading position in the market in terms of completeness of services and global availability, as well as finally delivering a single user experience.

Owen over at 451 suggests that IBM hasn’t yet merged SoftLayer into Bluemix totally, missing out on a high ranking in cloud providers (by functionality, geographic availability, etc.). Also: “The company claims $10.2bn in cloud revenue, a growth rate of 46% Y/Y, and 20,000 new users per week.”

Source: CPI case study: IBM and SoftLayer would be greater together

More on HP’s cloud re-positioning, AWS financials

More on HP’s cloud re-positioning:

“HP is not leaving the public cloud market,“ said HP in a statement to CRN that mirrors a statement given earlier this week to VentureBeat. “We run the largest OpenStack technology-based public cloud out there. This has to do with not competing head-to-head with the big public cloud players.”

They’re going "enterprise” that is. And if you pay attention to analyst predictions and their surveys of what companies say they want to buy (mostly private and “hybrid cloud”), that’s likely OK.

When AWS’s financials come out soon, we’ll see what happens. No one (maybe Amazon who could search over their customer’s company names in their profile) really know how much “enterprises” use Amazon: it could be a lot, a little, a bread basket. Many people thing a lot, but existing vendors hope it’s a little.

The question will also be: is AWS additive to IT spend (companies find new things to run on AWS but keep their existing stuff on their “legscy” IT)…or are companies moving workloads to cloud.

The next bucket for modeling out thinking will be: when companies (and ISVs/SaaSes) make new applications, where do they deploy them? Most people would say public cloud, other would get nuanced about managed hosting.

More on HP’s cloud re-positioning, AWS financials

IBM building out it’s public cloud, doubling capacity this year

The company plans to open 15 new data centers this year, more than doubling the cloud capacity it acquired when it purchased SoftLayer last year for $2 billion. It plans to combine the new data centers, the existing SoftLayer data centers, and the data centers it already ran before the SoftLayer purchase into a single operation that would provide public and private cloud services to its customers, as well as provide services for internal operations.

And, these guys can’t help themselves with the massive revenue targets:

IBM is estimating that global cloud revenue will grow to $200 billion per year by 2020. IBM hopes to generate $7 billion in cloud revenue in 2015.

IBM building out it’s public cloud, doubling capacity this year