Read Paul Teichs our Senior Analyst, Forbes articles as he writes about new technologies and usage models transforming business. Paul focuses on what is important, new, different and possibly disruptive about a wide range of technologies. He has been in high-tech for over three decades, including serving as a corporate strategy director for datacenter products at a global technology vendor. Paul speaks to audiences as diverse as product engineers and institutional investors. Paul also received his MS in Technology Commercialization from the University of Texas’ McCombs School of Business and has received 12 US patents while working in marketing and strategy roles.

Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Alphabet, Amazon, IBM, Microsoft and Oracle recently announced quarterly earnings covering their public IaaS cloud offerings, respectively, Google Cloud Platform (GCP), Amazon Web Services (AWS), IBM Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI). I evaluated each company’s earnings from an IaaS perspective to understand how these cloud giants are managing and growing their infrastructure.…

NVIDIA Dominates The Market For Cloud AI Accelerators More Than You Think

NVIDIA Dominates The Market For Cloud AI Accelerators More Than You Think

Many companies want to compete with NVIDIA in the cloud. They all want a chunk of the AI-based “Inference-as-a-Service” applications that NVIDIA has enabled over the past few years. Gaining significant market share against NVIDIA is going to be more difficult than most of them realize.  Xilinx seems to be in the best position to capture share of cloud instance…

Google Cloud, Optiva and Arctiq used VMware’s vSphere Web Client during their live demos to configure a resource pool of servers and storage

Google’s Private Kubernetes Cloud Still Relies On VMware For Local Storage

During Google Cloud Next ’19 (April 9-11, 2019) flurry of announcements, a technical detail with significant business impact surfaced. Google Cloud’s new Anthos hybrid and multi-cloud platform depends on VMware vSphere if an IT shop wants to containerize legacy applications that use local storage. Part of why containers and Kubernetes are so portable and easily deployable is…

Xilinx To Compete With Intel, NVIDIA Datacenter AI Acceleration

Xilinx To Compete With Intel, NVIDIA On Datacenter AI Acceleration

NVIDIA  and Intel  are dominant players in datacenter artificial intelligence (AI) acceleration. Xilinx intends to compete against them in the growing field of machine learning as a service (MLaaS). At its 2018 developer forum (XDF), Xilinx announced its new SDAccel integrated development environment (IDE), enabling a larger FPGA development and deployment ecosystem. Xilinx’s SDAccel is up against NVIDIA’s GPU Cloud…

Microsoft is taking a different approach to edge storage than AWS. Azure Data Box Edge and Stack are Microsoft’s branded enterprise servers.

Microsoft Azure Picks Dell EMC For Edge Compute And Storage

Microsoft  is taking a very different approach to edge storage than Amazon Web Services  (AWS). Azure Data Box Edge and its ruggedized Azure Stack are Microsoft’s first branded enterprise servers. However, under the unassuming faceplate, the two products use a Dell EMC server chassis. They are already enterprise-class servers, not a Microsoft first attempt at designing enterprise-class servers. Branded enterprise…