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HP Embraces Calxeda ARM Architecture With “Project Moonshot”

Nov 7th, 2011
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Richard Fichera at Forrester reports a fascinating development in the server marketplace and its big new customer—the large scale cloud computing environments that are now the biggest single purchasers of server hardware.

HP is creating a new “hyperscale business unit” to exploit the very low power ARM-based server designs being developed by Calxeda. According to Fichera, HP’s move is

“..based on the premise that very high-volume data centers will continue to proliferate, driven by massive continued increases in demand for web and cloud-based applications handling massive amounts of data, and that the trajectory of current systems technology with respect to power, cooling and density may be inadequate for emerging requirements.”

This all becomes particularly interesting given that Microsoft and NVIDIA demonstrated Windows 7 running on the NVIDIA Tegra (dual-core ARM @1.3 GHz) at CES 2011.

Ever since the original version of NT, Microsoft has ensured that Windows is portable across architectures and in the past they targeted MIPS, DEC Alpha and Itanium as well as the ubiquitous x86 and x86-64. The wisdom of this commitment is now apparent.

Posted in: Platform.

AWS now a $1B business

Oct 31st, 2011
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Amazon AWS a $1 Billion business?

Posted in: General, Perception.

“Platform-as-a-service (PaaS) will become a middleware platform alternative”, Forrester

Sep 16th, 2011
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Preintegrated and, in many cases, simplified platforms for the development of general-purpose business applications will become a serious alternative for developing custom applications; ISVs will also find them a highly attractive option for delivering software-as-a-service (SaaS) applications.

infrastructure and platform as a service

Posted in: Uncategorized.

Amazon and ‘Enterprise-class’ computing

Apr 22nd, 2011
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The recent Amazon outage has created some heated discussion as to whether Amazon’s services are enterprise ready or not. Much of the discussion seems to miss the point. For example, saying that Amazon is not enterprise-class is like saying an IBM x-server is not enterprise-class. Not very helpful and not very meaningful.

Amazon is a provider of compute and storage, like the aforementioned server. Give that server RAID direct-attached-storage, or dual-homing to a SAN, power from two UPSs and a mirror image of itself in another data center and you can perform synchronization between the two. Lo and behold, enterprise-class computing!

This can all be achieved with Amazon using different ‘Availability Zones’ in more than one Region and the appropriate software. And of course there is an associated price.

The reality is that the majority of Amazon’s clients are startups (many in the social networking space) that are willing to take the risk (or don’t comprehend it) in return for scalability, agility and above all the right price. Another significant group of clients are enterprises in search of cheap, agile compute for problems requiring mass horizontal scalability, but not persistence.

The really fascinating question behind this outage is the economic one, i.e. what level of risk/cost ratio are companies willing to tolerate for Information Technology.

Countless small enterprises that make heavy use of IT don’t have diesel backup and rely on their electrical utility to provide adequate uptime… sans SLA I might add. This is exactly the calculation that anyone using Amazon and its ilk is making–whether they are aware of it or not.

The cloud is all about economics—as are public electrical utilities—and we are in an important phase in the ongoing maturation of Information Technology: a field who’s economics have long been cloudy (pun intended) to say the least.

Posted in: Infrastructure, Perception.

Amazon Web Services’ Rapid Release Cycle

Mar 19th, 2011
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Randy Bias at CloudScaling has put together some interesting metrics on Amazon’s release cycle for the EC2 platform. The implication being that Amazon is growing its investment in EC2 at a significant rate to ensure it further enhances its already significant leadership position.

Based on prior years activity, Randy estimates 66 feature releases this year: or more than one per week.

EC2 feature release rate

He has also published the source data in a Google Doc and it makes fascinating reading.

Clearly Amazon want to stay on the crest of the cloud computing wave and they recognize that providing superior functionality is going to be critical to defend against a growing array of competition—-all of whom are presently tiny in comparison but still have the potential to compete on feature set, particularly in the enterprise IT and public/private cloud space.

Posted in: Infrastructure.

DeveloperWorks survey shows dominance of cloud computing and mobile application development

Feb 17th, 2011
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From IBM developer works

A new developerWorks global survey of 2,000 IT professionals indicates cloud computing and mobile application development are hot topics today, and are expected to emerge as the most in-demand platforms for software development over the next five years.

Although we don’t know exactly who the respondents are, the majority of developerworks readership are engaged in development of one sort or another and so the survey is a clear indication of how much developer mind-share is supportive of cloud computing in general—-irrespective of particular platforms and technologies.

In fact,

Nine out of 10 respondents to the survey, which reached more than 2,000 IT professionals worldwide, anticipate cloud computing overtaking on-premise computing by 2015 as the primary way organizations acquire IT.

With this level of enthusiastic support, developers are way ahead of their colleagues in Network Administration, Security and the CIO’s office. Of course this is nothing new: IT management have traditionally been initially against many of computing’s major paradigm shifts: minicomputers, PCs and PC networks and mobile devices, and it has often been up to business users or their departmental development staff (often external consultants or ‘power’ business users) armed with corporate credit-cards to pave the way for each successive revolution.

The big disruptions caused by Minicomputers in the 70′s and IBM PCs in the 80′s are now over 25 years in the past, so we are well overdue for a disruptive new development and deployment paradigm.

So far the deployment of Saas products such as Salesforce.com have acted as the initial Trojan Horse in bringing in Cloud and proving its business and cost benefits. The rest of the story still has a long way to play out.

Posted in: General, Perception.

Infrastructure As A Service adoption – Forrester

Feb 14th, 2011
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Forrester survey from Q3 2010 shows cloud adoption will pick up significantly in 2011, particularly among large large enterprises and high-tech companies.

Posted in: Perception.

CIOs Identify Cloud Computing as Top Technology Priority for 2011

Feb 5th, 2011
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Gartner Executive Programs Worldwide Survey of More Than 2,000 CIOs Identifies Cloud Computing as Top Technology Priority for CIOs in 2011

According to Mark McDonald, group vice president and head of research for Gartner Executive Programs

CIOs and IT have been boxed in between modest budget growth and growing legacy requirements. New lighter-weight technologies – such as cloud computing, software as a service (SaaS), and social networks -and IT models enable the CIO to redefine IT, giving it a greater focus on growth and strategic impact. These are two things that are missing from many organizations.

Also surprising is the expected rate of adoption

CIOs expect to adopt new cloud services much faster than originally expected. Currently, 3 percent of CIOs have the majority of IT running in the cloud or on SaaS technologies, but over the next four years CIOs expect this number to increase to 43 percent.

i.e. 15x growth in 4 years.

Gartner’s survey also shows that CIO’s are acutely feeling the pressure to fix the perception that IT is simply an enabler rather than a key driver of business growth and a vital constituent to an organization’s future.

In other words Nicholas Carr’s 2003 HBS article IT Doesn’t Matter has proved to be at least partially true despite all the opposing bluster. Much of that bluster came from the vendor community which is hardly surprising: the thought of a meme like that catching on was beyond the pale for the likes of Microsoft, Oracle and HP, although IBM was tellingly silent on the matter. Many of these same vendors are now facing classic “innovator’s dilemma” issues with cloud computing. That is, they are trying to jump on the bandwagon without cannibalizing too much of their existing business — and doing it before it’s too late.

Cloud computing has potential to help CIOs in the areas of value (resulting from the economy of scale of multi-tenant cloud services and the reduction in on-premise equipment) and agility (no in-house installation or implementation required) but it may also reduce the differentiation that organizations can achieve through IT, especially when deploying Saas products that are also available to their competitors.

Posted in: Perception.

Microsoft is serious about the Cloud

Nov 23rd, 2010
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A credible follow-on to Steve Ballmer’s bubbly “we’re all in” speech at the University of Washington in March has finally landed in the form of a very comprehensive white paper from Microsoft’s Corporate Strategy Group.

In typical Microsoft fashion, there’s no reference to the established competition; the implicit assumption being that the Cloud is all Microsoft’s to take — a replay, perhaps, of the PC and Server revolution 25 years ago. Given the inexorable decimation of the Midrange system and Unix server market by Windows over the last 15 years, not to mention the stranglehold on the corporate desktop, Cloud’s current market leaders would do well to revisit the lessons of the past in the hope that they can be avoided in future.

For a comprehensive treatment, see Cloud Computing Journal’s assessment of Microsoft’s White Paper. Not only is this an analysis of Microsoft’s take on the true value proposition of Cloud Computing but it also reveals more than ever before the implications for Microsoft’s existing businesses and their presumed future strategy.

Posted in: General.

Cloud Computing: The Truth About What Runs on Amazon – CIO.com

Sep 25th, 2010
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“CIOs are the last to know,” meaning, IT organizational decisions are actually made bottom up (i.e., by developers), and that senior management perception lags reality by a significant margin.

via Cloud Computing: The Truth About What Runs on Amazon – CIO.com.

Posted in: General.

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