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Category Archives: Cloud Computing
Verizon CEO: 5G and Cloud Computing Combination ‘Is So Transformative’ – WebProNews
Posted: February 10, 2020 at 11:48 pm
In an interview with Bloomberg Businessweek, Verizon CEO Hans Vestberg talked about Verizons recent cloud partnership with Amazon, as well as the transformative effects 5G will bring, especially when paired with cloud computing.
It is extremely excitingwe spent almost one and a half years with Amazon to do this. Sojust to understand what were doing with Amazonwere bringing the cloud service out to the edge, together with 5G, in order to give super low latency, enormous throughput for applications being developed by developers.
This cannot be done. This is the first time in the world where actually we have seen that partnership. Amazon couldnt have done it by themselves, because they dont have wireless 5G. Verizon couldnt have done it by itself, because we are not in cloud service, we dont have cloud software. The combination of us can create something that is so transformative that, today you basically as a developer you can click on our first 5G edge site in Chicago and start developing an application for 5G with low latency, enormous throughput.
Of coursewere one site right now. Think of us when we have hundreds of them, maybe thousands of them, over time.We can then give 5G experiences of low latency.Autonomous cars, real-time AR/VR, artificial intelligence, all of that can be at the edge.
And were just seeing the start of it, so thats why were so excited about this partnership and what we launched 3rd of December last year.
Remember, when the design of 5G was done, the idea was this is wireless technology for industries and society.It was of course thought that consumers would get the benefit, but from the beginning was: How can you take away all the cables in the world and have the same performance as you had with cable, being much more agile, having new ways of doing it? That was the idea.
When I think about 5G, 4G has basically two capabilities: speed and throughput. The phone is better every time you get a new generation. In 5G, eight currencies: battery optimizations, low latency. I mean, just one of the currencies, today I can connect 100,000 devices per square kilometer, tomorrow I can do 1,000,000. Theres never going to be 1,000,000 people on a square kilometer, so its done for devices talking to devices, optimizing flows for industries.
So where are we? I mean, the plan was actually to come out 2020. We came out 2018. I think were ahead of the game, but still, from a consumer market, were just now starting to massively come into it. As we have said, this year were going to launch 20 5G phones.We think that our 5G is so different from others, because the performance on our millimeter wave 5G is just extraordinary. Today I get 2 gigabit per second in my phone! If you have a 4G phone, which you probably have over there, you probably have 40 to 50 megabits per second on Verizon, which is the best network in the country. And here were getting 2 gig. You cannot even imagine how much faster that is.
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Trending 2020 : Cloud Computing in Healthcare Market Report Examines Analysis by Latest Trends, Growth Factors, Key Players and Forecast to 2026 -…
Posted: at 11:48 pm
The research report Cloud Computing in Healthcare Market Analysis 2020 provides an estimate of the market size from 2020 to 2026 in terms of value and volume. It also includes a full assessment of key market segments and Cloud Computing in Healthcare Market shares with the latest Trends and technologies used in the energy industry, as well as an instructive overview of the vendor landscape and geographic expansion of the market. The research study examines the Cloud Computing in Healthcare Market based on a number of criteria such as Product Type, Application and geographic extent. The market shares of these segments are formulated in such a way that they offer readers of the Cloud Computing in Healthcare Market an opportunistic Roadmap.
Cloud Computing in Healthcare Market was valued at USD 19.06 Billion in 2018 and is projected to reach USD 67.16 Billion by 2026, growing at a CAGR of 17% from 2019 to 2026.
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The top manufacturer with company profile, sales volume, and product specifications, revenue (Million USD) and market share
Global Cloud Computing in Healthcare Market Competitive Insights
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Global Cloud Computing in Healthcare Market Segmentation information
The report provides important insights into the various market segments presented to simplify the assessment of the global Cloud Computing in Healthcare Market. These market segments are based on several relevant factors, including Cloud Computing in Healthcare Market product type or services, end users or applications and regions. The report also includes a detailed analysis of the regional potential of the Cloud Computing in Healthcare Market, which includes the difference between production values and demand volumes, as well as the presence of market participants and the growth of each Region over the given forecast period
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As part of regional analysis, important regions such as North America, Europe, the MEA, Latin America, and Asia Pacific have been studied. The regional Cloud Computing in Healthcare markets are analyzed based on share, growth rate, size, production, consumption, revenue, sales, and other crucial factors. The report also provides country-level analysis of the Cloud Computing in Healthcare industry.
Table of Contents
Introduction: The report starts off with an executive summary, including top highlights of the research study on the Cloud Computing in Healthcare industry.
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What will you find out from the global Cloud Computing in Healthcare Market Report?
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Worldwide Bussiness Trends Of Cloud Computing in Education Sector With Key players & Growth Prospects Till 2026 – Jewish Life News
Posted: at 11:48 pm
Global Cloud Computing in Education Sector Industry Market provides holistic and comprehensive Cloud Computing in Education Sector insights with competitive landscape analysis, revenue share and market status from 2019-2026. The complete business profiles of top Cloud Computing in Education Sector players, product portfolio, specifications, regional and country level analysis. The production capacity, pricing structures, SWOT analysis, products and variety of Cloud Computing in Education Sector Industry applications are covered. The present mergers & acquisitions by key Cloud Computing in Education Sector players, industry plans & policies, product launches and development aspects are mentioned. The geographical segmentation of Cloud Computing in Education Sector Market conducts analysis of regions namely North America, Europe, Asia-Pacific, MEA, South America and rest of the globe.
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The Cloud Computing in Education Sector Market value, volume analysis with future prospect is conducted based on technological advancements and latest developments in this industry. This report studies the sales, production, import/export status, demand, supply and gross margin. The statistical and analytical analysis of Cloud Computing in Education Sector Market is conducted to provide qualitative and quantitative market insights. The profiling of top Cloud Computing in Education Sector Players is covered to estimate market size, growth, sales data and forecast study. The company profiles, sales data, product portfolio, regional presence and Cloud Computing in Education Sector market competition is stated.
Top Market Vendors Analysed Are As Follows:
OracleMicrosoft AzureBaidu YunRackspaceDell EMCGoogle Cloud PlatformSAPIBMAmazon Web ServicesAdobe SystemsBlackboardVerizon CloudAliyunNetAppSalesforceTencent Cloud
Market Segment By Product Types Are As Follows:
Infrastructure as a Service (IaaS)Platform as a Service (PaaS)
Market Applications Are Mentioned Below:
K-12 SchoolsHigher Education
Our latest study will provide valuable insights on Cloud Computing in Education Sector Market and detailed analysis with financial data, production process and pricing analysis. The marketing strategies adopted by leading Cloud Computing in Education Sector Industry players, sales volume, value and market share is stated. The future outlook and prospects in Cloud Computing in Education Sector Market, macroeconomic policies, industry development trends, sales channel and market dynamics is covered. The cost analysis, major downstream buyers, traders, distributors and dealers are stated. The consumption ratio, market status, volume, and emerging Cloud Computing in Education Sector players analysis is studied.The market size estimation, data sources, research findings, data triangulation and consumer needs are studied deeply.
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The strategic assessment of Cloud Computing in Education Sector Market, trading policies, CAGR value, raw material study, distribution channel is represented in graphical format. The growth drivers, challenges, investment opportunities, and regional analysis is stated. The market players, trends, scope is explained. The market size in US $ Mn and Y-o-Y growth rate which opportunity analysis is explained. The end use details, historical analysis, price trends, revenue and market share Y-o-Y growth of key players is explained. The strategic recommendations on Cloud Computing in Education Sector Industry, forecast growth areas, product analysis, and downstream buyers are analysed.
The key objectives of the study are:
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How to Invest in Cloud Stocks – Motley Fool
Posted: January 25, 2020 at 2:21 pm
The rise of the cloud has been one of the best investment themes of the last decade. What started out as little more than a buzzword among techies has grown into a massive industry, hauling in hundreds of billions of dollars a year worldwide. A quick look at the First Trust Cloud Computing ETF (NASDAQ:SKYY), which tracks an index focused on the accelerating cloud computing industry, shows that cloud stocks are collectively up 200% since the fund's inception in July 2011.
In spite of their fast rise, though, cloud stocks will likely continue as a prominent driver of investment returns in the next decade, serving as a key ingredient in the "digital transformation" of many organizations as they update operations for the 21st century. This guide will help get you started selecting the best of the many dozens of pure-play cloud companies available to invest in.
Image source: Getty Images.
So what is this high-in-the-sky technology term actually referring to? In simple terms, the cloud is a global network of data centers. These remote servers are used to deliver a service or complete a task for a user via the internet or other network. Functions of these data centers are diverse: They store data, run applications like email and business software, operate social networks, and deliver services like streaming TV. Generally, there are four methods by which the cloud is delivered to end users.
Organizations are making use of the cloud in myriad ways, but no matter the type of data center, all of them are still on the rise after a decade of busy construction activity.
The concept of services being stored remotely and available on demand is nearly as old as the concept of the internet itself, but it wasn't until the 1990s that the term "cloud" actually came into use in the tech world. An early pioneer of the concept was salesforce.com (NYSE:CRM), which was founded in 1999 and was the first software application developed from scratch to run in the cloud. In 2002, Amazon (NASDAQ:AMZN) quietly launched its cloud service, dubbed Amazon Web Services, or AWS. The e-tailer hit on the concept of renting out its excess computing power to businesses and quickly became a leader in the cloud movement as a result.
Since the late 2000s, a flood of cloud businesses has come online. However, the marketplace is dominated by several big players, such as Amazon's AWS, Microsoft's (NASDAQ:MSFT) Azure, IBM's (NYSE:IBM) Cloud, and Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud. Across the Pacific, Alibaba (NYSE:BABA) and Tencent (OTC:TCEHY) are leading the charge in China's fast-growing cloud industry and are also an important part of the conversation.
Just like different layers of the atmosphere, there are layers to the cloud, too. Generally, cloud services are split into three tiers. Some companies offer just one tier of service, while larger companies often span two or all three.
The first tier and the base for all cloud offerings is infrastructure-as-a-service (IaaS). IaaS provides the nuts and bolts for a business wanting to operate in the cloud. An IaaS provider offers the actual server space for storage, computing, networking, and security. Notable IaaS companies include Amazon, Microsoft, Google, IBM, and VMware (NYSE:VMW). Companies that don't operate their own cloud infrastructure host their services on another company's IaaS.
Many tech companies tout their software "platforms." Sometimes this is a generic term for their overall suite of software, but as it pertains to the cloud, a platform-as-a-service (PaaS) enables software developers to build, manage, and deploy applications. PaaS is built on top of an IaaS service, and many of the abovementioned IaaS providers also operate as a PaaS as well. Some software providers, like Salesforce for example, offer a PaaS in addition to SaaS (see below), as they allow developers to custom build apps using a set of tools. Another notable example of a PaaS is communications company Twilio (NYSE:TWLO).
Built on top of IaaS and PaaS is the end result of the cloud, the applications themselves. Companies that operate and sell software applications are known as software-as-a-service (SaaS) providers. SaaS outfits build and provide ready-to-use apps for a wide variety of both business and consumer tasks. Often the most visible part of the cloud to everyday consumers, notable SaaS apps many people run daily are Netflix and Spotify (NYSE:SPOT) for entertainment and Microsoft Office 365 and Salesforce on the business productivity end of the spectrum.
The cloud has grown to epic proportions in relatively short order and has become a driving force behind technological advancement. According to researcher Gartner (NYSE:IT), global public cloud spending should come in around $266 billion in 2020, up from $228 billion in 2019. When considering the entire realm of cloud computing, research from Statista and CenturyLink (NYSE:CTL) expects general global cloud spending to top $400 billion in 2020.
Digital transformation -- a phrase describing the wave of businesses and organizations using data center-based computing to update their operations -- is expected to fuel double-digit growth in cloud spending for the foreseeable future. Gartner's report expects global spending to increase by 13% a year in both 2021 and 2022. Fellow researcher IDC thinks spending will more than double by 2023 and top $500 billion.
Image source: Getty Images.
Business analysts and economists generally think the 2010s were the first half of the cloud's development and that the 2020s will be phase two of the computing concepts' rapid global deployment.
As it gets bigger, though, it is playing a role in the advance of other technologies. Edge computing, for example, is the move to push computing from the cloud to locations closer to the end user -- either at smaller localized data centers or within devices themselves. Edge computing is quickly becoming a new category for cloud providers as they try to speed up the computing and data delivery process and is on its way to being worth tens of billions of dollars a year. The cloud is also powering applications like artificial intelligence as businesses use data centers to train and then deploy AI-based systems. Over the next decade, these could be powerful investment trends to watch that the cloud is making possible behind the scenes.
For those who want a comprehensive cloud portfolio, IaaS and PaaS providers are the place to start. Incidentally, even though IaaS and PaaS are already covered by some of the largest stocks around -- Microsoft, Amazon, Alphabet's Google, Alibaba, even Facebook (NASDAQ:FB) and its PaaS for advertisers -- these building blocks for cloud-based services are expected to be the fastest-growing segments of the cloud. Gartner expects annual IaaS and PaaS spending, which came in at $40 billion and $32 billion, respectively, to nearly double by the end of 2022. As large, diversified tech giants, these companies can make up the core of an investment portfolio.
Not to be forgotten, though, are the hardware companies that make cloud infrastructure and platform services possible. Hardware must exist before applications can be built. Arista Networks and NVIDIA are two of the largest companies in this space, but investors who want to broaden their search even further should look for companies categorized as "network hardware, storage, and peripherals." The best bets will have business segments labeled as "cloud" or "data center" revenue, with those segments at least keeping up with the double-digit average growth forecast.
Now on to the software itself. SaaS is the largest portion of the cloud pie, making up nearly half of annual spending in 2019 per Gartner. As the largest chunk, it is also, on average, the slowest-growing segment, expected to "only" increase 50% by 2022 and top $150 billion a year.
Within this massive subset of the industry, though, are an overwhelming number of options. For every nontech company, there is a SaaS that can help (or disrupt) the industry -- from retail to finance to healthcare. Here are a few examples by sector.
Image source: Getty Images.
There is no shortage of cloud stocks to choose from, but choosing which ones to own is the real trick. For the well-established, large, and profitable cloud companies, traditional valuation metrics still apply. For smaller firms operating at little or negative profitability, some business and revenue growth metrics are the best indicators to consult.
Many investors look at price-to-earnings multiples (the stock price divided by earnings per share from the last 12 months) when selecting a stock, but that metric only tells part of the story. In the high-growth cloud computing industry, the PEG ratio can be more helpful, as it accounts for elevated price-to-earnings multiples by comparing to expected growth rates.
Another profitability metric to weigh is price to free cash flow. Free cash flow is revenue minus cash operating expenses and capital expenditures. Unlike basic earnings, free cash flow excludes noncash items like depreciation, amortization, and stock-based compensation and thus provides a clearer picture of a company's true profitability profile. For example, Salesforce currently has a sky-high price-to-earnings ratio of 173.8, but price to free cash flow values it at 39.6. Using price to free cash flow makes quite the difference here and would indicate Salesforce isn't all that bad a deal for a company that has consistently been able to grow over 20% year-in and year-out.
Traditional methods of valuing a stock often break down when evaluating the cloud industry -- especially the fastest-growing SaaS providers. When a company is expanding fast and sees ample opportunity ahead, profits are often foregone in lieu of reinvestment for rapid growth.
Fortunately, business growth metrics provide an alternative method. Growth in total users or customers can be telling. Is customer count accelerating? Then quickly rising expenses might be an acceptable situation. Is customer count decelerating? If so, expense growth should also be falling.
Another key component is the dollar-based net expansion rate, sometimes called the revenue retention rate. This metric shows investors how much money the average existing customer is spending on a cloud service. A rate of less than 100% implies the average customer is spending less than a year ago (not good), while greater than 100% implies they are spending more. If customer count is decelerating, a dollar-based net expansion rate over 100% means a cloud company can afford to add customers at a slower pace. For example, cloud communications firm Twilio reported dollar-based net expansion of 132% in Q3 2019, implying existing customer spending jumped an impressive 32% higher compared to the year prior.
All of those business metrics ultimately feed into revenue, the headline figure that investors watch when it comes to the cloud. Increased revenue, however, is only good if it translates into increased profits -- or at least the promise of an eventual bottom-line payoff.
Whatever your findings may be when searching for high-growth cloud companies, it's important to remember that stocks such as these tend to be very volatile -- both up and down. Therefore, diversify your holdings, keep individual positions small, and add to them periodically -- monthly, quarterly, or on the dips, perhaps whenever a stock dips by a certain percentage (like 10% from recent highs). Consistency is key, as is some patience with small companies that are in expansion mode and tend to bounce around a lot in value.
Above all, remember that investing in the cloud is all about the long game, whether the companies owned are large or small. The industry has had a lot of success, and there's plenty more to come. The 2020s should provide more strong returns for the cloud, so don't get too hung up on what happens in the short term, and remember that investing results play out over years -- not days, months, and quarters.
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Beyond Short-Term Headwinds, Citrix Is Set to Profit From Its Shift to the Cloud – Motley Fool
Posted: at 2:21 pm
Citrix Systems(NASDAQ:CTXS) posted better-than-expected fourth-quarter results. Yet at first sight, there's nothing to be excited about. Revenue increased to $810 million, up 1% year over year. And the near-term outlook doesn't look much brighter, since the midpoint of 2020 revenue guidance of $3.115 billion corresponds to 3.5% year-over-year growth.Also, management expects non-GAAP (adjusted) operating margin to decrease from 30% in 2019 to a range of 28% to 29%.
For a tech company that is expanding its business into the growing cloud computing market, this performance looks weak. But in the long term, Citrix should profit from this transition.
Citrix's legacy business consists of selling hardware and software that allows users to remotely access a virtual computer desktop hosted in a data center. Compared to a classic Windows 10 workstation, this solution offers the advantage of keeping the same desktop environment from any device, anywhere. Also, computer administrators benefit from the more efficient central management of employees' working environments.
But with the emerging cloud-computing technology, enterprises have been moving a part of their on-premise applications and infrastructure to the cloud, which makes Citrix's legacy portfolio less relevant. In response, Citrix integrated its solutions with the ecosystems of public cloud providers such as Microsoft'sAzure and Alphabet's Google Cloud. As a result, Citrix Workspace, the company's new platform, has become an attractive solution for mobile users working in a hybrid multi-cloud environment.
Image source: Getty Images.
This transformation involves short-term headwinds, though. With its legacy offerings, Citrix received up-front payments for selling perpetual licenses and multi-year maintenance. But with the shift to cloud-based solutions, Citrix switched to a subscription model. Thus, the company receives smaller annual recurring fees instead of large upfront payments, which negatively impacts its revenue and free cash flow in the short term.
As an illustration,fourth-quarter revenue from the product and license division and the support and services division dropped to $616 million, down 21% and 5% year over year, respectively. In contrast, revenue from the subscription division increased to $194 million, up 49% year over year.
As a result, revenue from the subscription segment increased to 24% of the company's total revenue during the last quarter,from 16.2% a year ago. And management expects revenue from subscriptions to represent 65% to 75% of the company's total revenue by 2024.
In the medium term, the headwinds resulting from this transition should wane, and revenue growth should accelerate. In fact, total deferred and unbilled revenue, an early indicator of revenue, jumped 15% year over year.
Management forecasts revenue growth to progressively increase to a range of 8% to 10% by 2024 and exceed 10% over the long term. Also, it expects non-GAAP operating margin to reach at least 34%.
However, even if you assume a flawless execution over the next several years, the company's valuation doesn't look cheap.
Data sources: Citrix Systems and Yahoo! Finance
The difference between the company's GAAP and non-GAAP results is mostly due to share-based compensation (SBC) that management excludes from its calculation of non-GAAP earnings. SBC isn't a cash expense but it still represents a real cost to shareholders in terms of dilution.
Thus, investors should value this tech stock based on its GAAP results. And since Citrix's forward GAAP P/E ratio of 36.5 doesn't provide any margin of safety, even when taking into account the forecasted revenue growth acceleration over the next several years, prudent investors should stay on the sidelines.
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Edge computing and ITOps: Analysing the opportunities and challenges ahead – Cloud Tech
Posted: at 2:21 pm
Its true that edge computing is hard to define and is running high on the hype scale. But research and surveys continue to indicate that this trend of processing data where its collected for better latency, cost savings and real-time analysis is an innovation with legs. There will be 75 billion IoT devices by 2025, according to Statista.
According to Spiceworks 2019 State of IT report, 32% of large enterprises with more than 5,000 employees are using edge computing, and an additional 33% plan to adopt it by 2020.Tied to the growth of edge computing is the advent of 5G wireless: 51 operators globally will start 5G services by 2020, according to Deloitte Global research from 2019.
The major cloud companies are also investing in the edge. The AWS Local Zonesservice allows single-digit latency connecting to computing resources in a metro environment, while Microsoft offers the Azure Stack Edge appliance and Google Cloud IoT is a complete set of tools to connect, process, store, and analyse data both at the edge and in the cloud. Its safe to say that edge computing is becoming mainstream andCIOs and their IT operations leaders should plan appropriately for it in 2020 and beyond.
Weve read plenty about the business benefits from edge computing: oil rig operators need to see critical sensor data immediately to prevent a disaster; marketers want to push instant coupons to shoppers while in the store; video security monitoring can catch a thief in the act and medical device alerts that ensure patient safety are just a few solid use cases for edge-based processing. Edge computing may save IT money on cloud and network bandwidth costs as data volumes keep exploding and the need to store every data point becomes harder to justify.
There are also implications for IT management and operations. Local processing of high volume data could provide faster insights to manage local devices and maintain high-quality business services when seconds make a difference - such as in the event of a critical server performance issue threatening the ecommerce site.
Today, IT operations teams are inundated with data from thousands of on-premise and cloud infrastructure components and an increasingly distributed device footprint. The truth is, only an estimated 1% of monitoring data is useful, meaning that it provides indications of behavior anomaly or predictions about forthcoming change events.
With edge monitoring, we can potentially program edge-based systems to process and send only that small sliver of actionable data to the central IT operations management system (ITOM), rather than transmitting terabytes of irrelevant data daily to the cloud or an on-premise server where it consumes storage and compute power.
The job of filtering out the highly-contextual data on the edge, where business occurs, can support real-time decisions for successfully running IT operations at speed and scaleregardless of what combination of on-premise, public cloud or private cloud infrastructure is in place. At the same time, ITOps will need to be a leader when it comes to minimising the risk of edge technology from a performance, security and privacy perspective. However, as detailed below, we are in the early stages of determining how to make this work in practice.
These are the ITOps realities for edge computing:
Edge devices are often small and infrequently designed with security in mind. More than 70 percent of edge devices dont mandate authentication for third-party APIs, and more than 60 percent dont encrypt data natively. So the attack surface in IoT and edge environments is now larger, and less secure. This is particularly worrisome when considering edge devices that collect personally identifiable information such as email, phone numbers, health data or financial formation like credit card data. IT operations will need to work closely with security and legal teams to map out the company-specific risk, governance and compliance requirements around managing edge data.
Companies need platforms that can instantly monitor and analyse edge-generated data. In the connectivity of tomorrow, billions of connected devices will be communicating machine-to-machine, and the addition or subtraction of connected devices will be possible at an unprecedented scale. In this environment, the ability to manage large volumes of connected devices and the information being exchanged between them will be critical. 5G acts as the unifying technology, bringing flow of information and the density of scale. We will see an influx of innovation in edge monitoring in the coming years.
As organisations move more data and application assets to edge computing environments, IT will need to devise new policies and thresholds for central processing and alerting of all this data. Applying AI-based automation is essential here, as manual efforts will have zero chance of keeping up with the volume of data filtering, analysis and response. We are entering the age of nano satellites, vis--vis SpaceX and OneWeb. These edge devices will transform the future of agriculture, energy, mining, transportation and finance due to their capabilities for sending insightful data in real-time to customers, wherever they are at any moment. IT operations will have its work cut out to understand and properly manage this evolving edge infrastructure.
If you havent already realised that DevOps is taking over software development and IT management, just wait for when edge goes mainstream. There will be no other way to manage change and deployments of edge technology without the agile, continuous integration and continuous delivery methodology of DevOps. It will be imperative for ITOps to adopt DevOps practices and tools to manage, monitor and deploy edge resources.
ITOps is at a crossroads, determining how much of the past is still relative and how much they will need to change to adapt to a distributed, hybrid cloud world that will soon include edge as a fundamental pillar of their digital strategy. Security, machine intelligence and DevOps will be crucial areas of expertise for ITOps teams looking to help drive better business value and customer experiences from the edge.
Interested in hearing industry leaders discuss subjects like this and sharing their experiences and use-cases? Attend the Cyber Security & Cloud Expo World Series with upcoming events in Silicon Valley, London and Amsterdam to learn more.
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The war rages on for AWS, Azure and Google Cloud: Exploring the battlefield and strategy for 2020 – Cloud Tech
Posted: at 2:21 pm
The hyperscale cloud providers Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform, with other pretenders occasionally cited naturally generate the vast majority of revenues and, with it, the headlines.
According to figures from Synergy Research in December, one third of data centre spend in Q3 ended up in hyperscalers pockets. The companys most recent market share analysis, again for Q3, found that for public infrastructure (IaaS) and platform as a service (PaaS), AWS held almost two fifths (39%) of the market, well ahead of Microsoft (19%) and Google (9%).
For those who say the race has long since been won, however, the course has gradually been changing as organisations explored hybrid and multi-cloud workflows, as well as tying infrastructure and platform together with software portfolios.
In Europe, the battleground is shifting rapidly. Each provider has planted their flag variously, aside from the hubs of London, Frankfurt et al. Google Cloud launched in Poland and Switzerland in 2019 making seven European locations in total, while Microsoft unveiled plans to launch Azure in Germany and Switzerland, also taking its European locations to seven. AWS, meanwhile, has six with two of these regions, Italy and Spain, due in early 2020 and 2023 respectively.
Companies are going deeper with Google and Microsoft when they embed the entirety of their SaaS capability around decision making for infrastructure as well
Nick McQuire, VP enterprise at CCS Insight, says that the competitive environment has obviously turned up a notch over the past 12 months. Even if you rewind 12 months, youre starting to see the significant gap that AWS had, particularly in the core infrastructure as a service, compute, storage, just slightly become minimised, he tells CloudTech. Obviously AWS is still very much a front runner, depending on how you define it but this is always part of the challenge in the industry.
Talk to any number of people and you will get any number of definitions as to who is doing what and where. This obfuscation is somewhat encouraged by the hyperscalers themselves. AWS discloses its specific revenues $8.99 billion for Q319 while Microsoft and Google do not.
Microsoft directs its financial reporting into three buckets; productivity and business processes ($11bn in Q120), intelligent cloud ($10.8bn), and more personal computing ($11.1bn). Azure growth percentages are wheeled out, but a specific figure is not; the overall figure lies somewhere in the first two categories. According to Jay Vleeschhouwer of Griffin Securities, per CNBC, Azures most recent quarter was estimated at $4.3bn. Google, meanwhile, puts its cloud operation as one part of its other revenues tag, which was $6.42bn last quarter. Analysts have been asking the company whether it will cut free the specific revenues, only to get a committed non-committal in response.
Yet therein lies the rub. Where do these revenues come from and how does it compare across the rest of the stack? As Paul Miller, senior analyst at Forrester, told this publication in February, the real value for Google, among others, is to assemble and reassemble various parts of its offerings to customers, from software, to infrastructure, and platform. That should be the story, not whether their revenue in a specific category is growing 2x, 3x, or 10x.
For McQuires part, this is the differentiation between Google and Microsoft compared with AWS. The alternative approach is where you see companies, typically from the CEO down, that are all-in on transformation, and seeing the workplace environment and internal side of the house as part of that, he says. Thats typically where you will see companies go a little bit deeper with a Google or Microsoft; they will embed the entirety of their SaaS applications capabilities in and around decision making for their infrastructure as a service as well.
That approach very much favours Microsoft, and weve seen more and more companies in the context of Microsofts big announcements last year.
With this in mind, McQuire sees the rise of the preferred cloud, as the marketing spiel would put it. AT&T and Salesforce were two relatively recent Microsoft customers whose migrations were illustrated by this word. It doesnt mean all-in, but neither does it really mean multi-cloud. Companies will start to entrench themselves around one strategic provider, as opposed to having one multiple cloud, and [being] not necessarily embedded business-wise into a strategic provider, says McQuire.
This represents a fascinating move with regards to the industrys progression. Part of the reason why many industries did little more than tip their toes into the cloud in the early days was down to the worry of vendor lock-in. Multi-cloud and hybrid changed that up, so should organisations be fearful again now? McQuire notes Microsoft has been doing a lot to change its previous image, yet a caveat remains.
Theres always going to be that pre-perceived notion among companies out there that they have to careful with going all-in with Microsoft around this, he admits. You see companies navigate through those complexities [but] I feel that theres a growing set of customers, particularly globally, and if theyre going with Azure theyre going heavily and quite deep with Microsoft across the piece, as opposed to taking a workload by workload Azure model.
While Google Cloud is seeing areas of success, particularly among high level services around machine learning, theres a longer game at play
According to a recent study from Goldman Sachs, more organisations polled were using Azure for cloud infrastructure versus AWS. Its worth noting that the twice-annual survey polls only 100 IT executives, but they are at Global 2000 companies. Per CNBC again, 56 execs polled used Azure, compared with 48 for AWS.
This again shows the wider strength of the ecosystem, according to McQuire. For the companies that are making more investments in the infrastructure as a service for Microsoft, theyre doing it with a complete picture in mind around the strength of these higher level services, particularly as you shift into SaaS applications and, more important, a lot of security and management capabilities, he says. McQuire adds that Microsoft has had success with Azure in the UK, for instance from the number of firms who have moved to Office 365 over the past few years.
Google Cloud, meanwhile, has had a particularly interesting 12 months. In terms of making noise, under the leadership of Thomas Kurian, the company has been especially vociferous. Its acquisitions from Looker to Alooma, from Elastifile to CloudSimple stood out, and even this year a raft of news has come through, from retail customers to storage and enterprise updates.
Expect more acquisitions to come out of Google Cloud in the coming year in what is going to be a long game. Despite the various moves made in terms of recruitment and acquisitions in beefing up Googles marketing and sales presence, plenty more is to come. Whilst clearly I think the focus is on improving Google Cloud and targeting very key areas and theyre seeing areas of success, particularly among high level services around machine learning theres a longer game at play, says McQuire. The question is: how much time do they have in this arena?
Theyre going to have to focus more and more on some of those higher-level services, as opposed to the commodity infrastructure as a service market, McQuire adds. I think its going to be an ongoing battle for Google for awareness in the industry, in the market, and more importantly, I think there is still a large number of customers who are just not that well educated on what Google is doing in this space.
Interested in hearing industry leaders discuss subjects like this and sharing their experiences and use-cases? Attend the Cyber Security & Cloud Expo World Series with upcoming events in Silicon Valley, London and Amsterdam to learn more.
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Executive Viewpoint: Migrating to the Intelligent Edge – Embedded Computing Design
Posted: at 2:21 pm
The Intelligent Edge is gaining momentum in the embedded development community and beyond. To get a better understanding of what that means exactly, Embedded Computing Design spent some time with Wind Rivers Gareth Noyes, the companys Chief Strategy Officer.
Noyes: The simple answer is that an Intelligent Edgeis a place that spans from the device edge to the infrastructure edge where data is both collected and analyzed. This means that data is processed, analyzed and acted on before it is sent to the cloud. The result of the Intelligent Edgeis that costs are lower, network impact and latencies are minimized, and security risks are reduced. Ultimately, business is conducted in a more efficient manner.
Noyes: Companies that rely on highly centralized cloud and hybrid-cloud infrastructures realize the importance of the edge and the value it offers. Growing quantities of raw data now originate from IoT devices and sensors, and new classes of devicesfrom autonomous vehicles to industrial robotsrequire real-time access to operational data. In other words, data is being both generated and consumed at the edge, far from the centralized computing power of cloud-scale infrastructure. For all that data to make round trips to the cloud would devour too much bandwidth and take too much time for the operational needs of the edge devices. Thats why edge computing is becoming so important.
Noyes: The border between things (the edge) and the cloud is not easy to cross. Software development in the two worlds requires different skillsets, and largely uses different tools, languages, and methods. Expectations diverge about how long a development project will take and what its lifecycle should be.
And, cloud solutions dont transport easily to the edge. Companies run into unfamiliar and incompatible environments when they try to move processing closer to the data at the edge. The reasons for this are that edge computing resources are more limited, physical access and security present new challenges, and virtualization is not the norm. Resiliency, quality of service, and high availability are cornerstone data center requirements, but they can be far more challenging at the edge. Moreover, devices at the edge today are not standardized and interchangeable like servers in a data center. All this can make the edge a hostile environment for the cloud-native way of doing things.
Noyes: Edge computing devices that interact with real-time embedded systems can have specific requirements that are unfamiliar to cloud computing. Determinism is a good example. The deterministic model at the root of embedded systems is the expectation that a device will always complete the same task in the same way and in the same amount of time. Anything less than 100% determinism can result in catastrophic failure.
This is foreign territory to the data center, which is all about parallel processes that typically complete their tasks within the target timeframe. In the data center, you expect and accept a certain amount of jitter, a long tail of latency with outliers that miss the target. Deterministic embedded devices at the edge dont have this tolerance.
Noyes: Embedded systems have historically been about fixed-function, monolithic, cost-sensitive, compute-limited physical devices with long development cycles and long lifecycles. Embedded device builders struggle with how to accelerate development, scale production, and reimagine edge devices more broadly to be relevant and valuable to the world of cloud-scale infrastructure.
The pressure for device original equipment manufacturers (OEMs) to change comes both from above and below. Below are the hardware platforms that devices are built on. The availability and affordability of powerful new processing and storage options challenges device makers to take advantage of these capabilities. Today, it doesnt make sense to spend tremendous effort optimizing a custom, single-purpose piece of software to run on a specific processor. And with the advent of todays fast, multi-core, power-efficient CPUs, thats not necessary.
The pressure from above comes from customers who want flexible, multipurpose, interchangeable edge devices that are compatible with their cloud-like infrastructures. Cloud computing is expanding from the data center out to the edge, and it needs a place to land there. Pressure from above is also coming from the cloud developers who want to run their applications on edge devices. They dont want to have to learn new development languages or worry about the constrains of the system.
Noyes: Sure. We look at the landing zone concept as enabling the development of applications that can be deployed anywhere in the intelligent edge, irrespective of whether its a physical (embedded) edge device or part of the virtualized cloud-scale infrastructure.
Wind River has deep and broad experience delivering solutions for the intelligent edge. We understand embedded systems that make up the intelligent edge, we have experience deploying robust cloud-scale edge infrastructure, and we know how they can become more compatible with cloud-native applications. To create a landing zone architecture, OEMs will need to build new kinds of edge devices, consisting of a few critical, yet standard, building blocks enabling them to leverage the same modern application development processes to deploy new services at the edge.
For example, new devices and systems must decouple monolithic embedded systems with layers of abstraction, and there must be containers for traditional real-time operating-system (RTOS) applications and for a new class of cloud-native edge applications. Its also a good idea to utilize Agile development practices. As embedded development moves to a foundation of DevSecOps and continuous integration/continuous delivery (CICD), the skills gapand cultural gapwill narrow between OEMs and the customers they serve.
Noyes: Wind River is the only company with a robust and comprehensive embedded software portfolio to deliver this vision. We can help bring embedded OEMs and cloud-native industries together to architect a new intelligent edge infrastructure. This would be accomplished through a variety of software and tools already in the Wind River portfolio, including the VxWorks RTOS, Wind River Linux, the Helix Virtualization Platform that allows VxWorks and Linux to run concurrently with or without containers, Wind River Cloud Platform, Wind Rivers family of products for cloud-scale infrastructure, and Simics for system simulation.
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How F1 is using AWS to enable more close-proximity driving and overtaking – NS Tech
Posted: at 2:20 pm
For F1 fans, one of the most exciting aspects of the sport is seeing one car neck-and-neck with another, vying for pole position. While fans are already enthralled by the way this works today, those working at F1 wanted to be able to make this aspect of racing more exciting, by reducing the decrease in downforce generated by aerodynamics.
Currently, F1 cars suffer a loss of downforce when they are driving close to one another, meaning its harder for drivers to stay close to their rivals, and crucially, harder to overtake. For instance, a car running one car length behind another loses up to 40 per cent of its downforce. It means that the car slides around more and tires overheat.
In 2021 theres a key strategic opportunity coming for us, where we are making a raft of technical and sporting changes in F1 so when we looked at that, and asked our fanbase what they wanted, they said closer racing, wheel-to-wheel racing, and possibly more overtaking, F1s chief technical engineer Rob Smedley tells NS Tech.
When one car is front of another it create a large wake structure of turbulent air behind it which means cars are heavily affected by the cars in front of them.
What we came up with was to redesign the shape of the F1 car in order to reduce the wake effect onto the following car and therefore we redesigned the cars by using computational fluid dynamics (CFD) which is essentially a virtual car in a virtual space, Smedley says.
The redesign structure means that the wake structure comes off the car in front and then it disappears off into the air rather than disappearing straight onto the car behind, causing a massive loss in downforce.
The result is that with the 2021 car, the simulation indicates that it doesnt lose 40 per cent of downforce but it loses about 7 per cent.
It was taking F1 about four days to do each simulation using high-performance computing. But in order to build all of these models and execute them with an agile development process, the organisation had to look at alternatives even though it was already using state-of-the-art technology.
In order to be doing rapid developments, you want a parallel process with lots of different case iterations of designs and then get the results and then go back and tweak the design and get the result so youre constantly iterating designs to converge in what is the final design.
However, four days was too long so we worked with AWS to use their cloud computing services and cloud HPC [high-performance computing] services and we got more than ten times the number of cores that were available with what was state-of-the-art and thats got each simulation down to eight hours so the output of the tool is CFD, but theres no way we would be able to have the agile development and a converged solution by this point in the year without the AWS cloud and HPC services, he says.
The F1 had a deadline it had to make in order to freeze the regulations, to ensure theyre ready for 2021.
We would have arrived at the deadline with a much less iterated and refined solution [without AWS], and its not currently a perfect solution because weve made such seismic shifts but its a good solution, and having the speed and agility that AWS cloud computing services enabled made it possible to arrive at a much better solution, he says.
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Healthcare Cloud Computing Market 2020- Significance, Market Overview, and Worldwide Market Outlook Till 2027 – NY Telecast 99
Posted: at 2:20 pm
Global Healthcare Cloud Computing market research gives point by point investigation and upcoming patterns of the Healthcare industry. Owing to the genuineness of the information and data, this Healthcare Cloud Computing market report is going to assist administrators, managers, academicians, examiners, and industry officials without a doubt. The study is empowered with Healthcare market patterns and along with that the fundamental answers are outlined by diagrams and tables, for a quick examination. The examination moreover covers both the current and prior ebb and flow market patterns, drivers and impediments depicted by the Healthcare market.
Healthcare Cloud Computing market research report aims to highlight the upcoming capability and trends of the Healthcare business. The report additionally incorporates various topics that are going to prove valuable for specialists. Item types, programming, and market measurements and offer, fundamental industry drivers and requirements are included in this Healthcare Cloud Computing report. It examines the competitive scene, key players, extension shots, and regions. All this is achieved by employing research tools and techniques such as SWOT analysis and Porters Five Forces Analysis.
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Healthcare Cloud Computing is process of storing, managing, and processing the data, collected from various locations and delivering the required services through internet. The cloud computing technology in healthcare industry in basically used for memory, computation, networking, and storage purposes. The healthcare cloud computing companies offers services such as Software-As-A-Service (SAAS), Platform-As-A-Service (PAAS), and Infrastructure-As-A-Service (IAAS). These services can be deployed in public cloud, private cloud, and hybrid cloud.
Growing demand of cloud for improving storage, scalability, & flexibility of data and increasing implementation of information technology for cloud adoption and reduction in healthcare costs are the major drivers which are likely to anticipate the growth of healthcare cloud computing market. Technological advancements & proliferation of internet and favorable regulatory acts are likely to add new opportunities for this market in the coming years.
Key Competitors In Market are
The report also includes the profiles of key healthcare cloud computing manufacturing companies along with their SWOT analysis and market strategies. In addition, the report focuses on leading industry players with information such as company profiles, products and services offered, financial information of last 3 years, key development in past five years. Some of the key players influencing the market are Global Net Access (GNAX), Carecloud Corporation, Dell Inc., Athenahealth, Inc., Carestream Health, Inc., VMWare, Inc., Iron Mountain, Inc., IBM Corporation, Cleardata Networks, Inc., and Merge Healthcare, Inc. among others.
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The Global Healthcare Cloud Computing Market Analysis to 2027 is a specialized and in-depth study of the healthcare cloud computing industry with a focus on the global market trend. The report aims to provide an overview of global healthcare cloud computing market with detailed market segmentation by service, deployment mode, application, and geography. The global healthcare cloud computing market is expected to witness high growth during the forecast period. The report provides key statistics on the market status of the leading market players and offers key trends and opportunities in the market.
Market segmentation:
Healthcare Cloud Computing Market to 2027 Global Analysis and Forecasts by Service (Software-As-A-Service (SAAS), Platform-As-A-Service (PAAS), and Infrastructure-As-A-Service (IAAS)); Deployment Model (Public Cloud, Private Cloud, and Hybrid Cloud); and Application (Clinical Information Systems and Non-Clinical Information Systems)
By Geography North America, Europe, Asia-Pacific (APAC), Middle East and Africa (MEA) and South & Central America. And 13 countries globally along with current trend and opportunities prevailing in the region.
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