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Technology Stocks
Cloud, edge and decentralized computing
An SI Board Since July 2007
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Emcee:  Glenn Petersen Type:  Moderated
Cloud computing, while not a new concept, has emerged to become the dominant trend in information technology. Recent software and hardware developments and the ubiquitous availability of broadband services have made cloud computing a disruptive force.

It is a style of computing where massively scalable information technology-related capabilities are provided to users as a subscription-based or pay-per-use service that is accessible in real time over the Internet to multiple external customers. It can extend the existing capabilities of an IT department and provide significant economies of scale. Most organizations that are currently accessing the cloud are using it to supplement their existing IT capabilities. In time, many may choose to move all of the computing needs to the cloud.

Cloud computing allows companies to avoid up-front infrastructure costs and allows organizations to focus on their core businesses instead of spending time and money on computer infrastructure. Cloud computing allows enterprises to get their applications up and running faster, with improved manageability and less maintenance, and enables IT teams to more rapidly adjust resources to meet fluctuating and unpredictable business demand.[ Cloud providers typically use a "pay as you go" model.

Amazon, through its Amazon Web Services (AWS) division, is the dominant player in the space. Other significant competitors include Microsoft, Google, IBM, Salesforce Dell and Rackspace.

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1491Google's cloud business under Greene was plagued by internal clashes, missedGlenn Petersen-November 24
1490Ben Thompson is always a must read.Glenn Petersen-November 20
1489Good piece. This is an article that was linked in that one and is an excellent rSam1November 20
1488The deal is make or break for IBM and a maker or breaker for Rometty. She said SGlenn Petersen1November 18
1487IBM to acquire Red Hat in deal valued at $34 billion IBM announced plans to acquGlenn Petersen1October 28
1486Amazon says AWS revenue jumped 46 percent in third quarter Amazon's cloud buGlenn Petersen1October 26
1485WikiLeaks Publishes What It Says Is a List of Amazon Data Centers [graphic] WikFUBHO1October 18
1484Google Drops Out of Pentagon's $10 Billion Cloud Competition By Naomi NixGlenn Petersen1October 9
1483Intel, Alibaba launch a joint edge computing platform zdnet.comJulius Wong-September 21
1482Why the Pentagon’s $10 billion JEDI deal has cloud companies going nuts Ron MillSam-September 20
1481How Procore Built The Cloud’s Hottest Unicorn By Bringing Software To Low-Tech CGlenn Petersen-September 15
1480h/t JakeStraw Amazon deepens its partnership with VMware to go after companies Glenn Petersen-August 27
1479Amazon is probably most qualified to handle this contract: “Everybody ImmediateGlenn Petersen-August 13
1478Google is Switching to a Self-Driving Data Center Management System AUG 02, 201FUBHO1August 7
1477Most of the hardware is commoditized. You might take a look at Nvidia. WelcomeGlenn Petersen-August 5
1476Everyone wants local control of their data, but some countries simply don't Glenn Petersen1August 5
1475Exclusive: India panel wants localization of cloud storage data in possible blowSam1August 4
1474h/t JakeStraw Amazon’s cloud business is signing longer deals — and now sits onGlenn Petersen1August 1
1473I am looking for investment ideas in cloud computing on the hardware suppliers s20yr_qcomer-July 25
1472Amazon Has Plenty of Foes in Pentagon Cloud Deal By Naomi Nix Bloomberg June Glenn Petersen1June 27
1471Yes, how will the warmer water affect the life in the sea?Sam-June 13
1470Good question. The Scottish government? I wonder about the localized environmentGlenn Petersen-June 13
1469Do they pay rent to someone for the space under the sea? Or do they own it? How Sam-June 13
1468Microsoft sinks a data center off the Scottish coast The data center includes 8Glenn Petersen-June 13
1467 GDPR, China and data sovereignty are ultimately wins for Amazon and Google DanGlenn Petersen1May 30
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