Can you believe we are well into the month of May already? Where does the time go? The end of April is when some of the public cloud companies release their first-quarter earnings. As such, we have some numbers to report on from Amazon, Microsoft, Alibaba, IBM, Oracle, and SAP. The sources I have used for this post are the publicly released company reports, Cleveland Research, Factset Estimates, and CRC Estimates. The SAP numbers have been converted to dollars for the comparisons, and revenues being reported include IaaS and SaaS/PaaS that have been sold on an IaaS platform.
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It is that time of the year where the conference season has ended and a good number of companies are entering into a new fiscal year. As such, it might be a good time to look back over the year and get some insight into what 2017 might have in store for the information technology industry and the engineers who support it.
As we hear more about VMware, AWS, and IBM, a new story emerges. VMware is talking about cross-cloud management. VMware is also talking about cloud-native applications. VMware is also talking about how you go from the data center to the cloud. VMware is talking about how to transform into a hybrid cloud. It appears there is an interesting thread throughout this. We have read about the winners and losers in VMware’s new approach, but what most are missing is that there are no real losers. There are just winners. It depends on your mindset. The Achilles’ heel of IT is not hybrid cloud, but scale. How do we scale up our applications fast enough to handle the new IT? The approach VMware is taking is a major pivot for it. Let us look at some fundamentals.
A new partnership between IBM and VMware was announced in Las Vegas at IBM’s annual InterConnect cloud and mobile technology conference. This partnership will present the IBM cloud as the showcase platform in the VMware vCloud Air Network ecosystem. This is one specific area in the cloud space where VMware has the ability to really shine. IBM and VMware will present advanced automation with workflows available to provision new or to scale existing workloads into the IBM cloud, utilizing the VMware tools and APIs that most Fortune 100 companies are all too familiar with. They will present this service in a simple pay-as-you-go type consumption model.