The overall Liftr Cloud Index for the week ending Friday 12/07/2018 is 100.9 (+0.4%), steady from the previous week.
Google Cloud Sentiment is on the increase (+3.2%) after last month’s drop due to the widespread service outage on November 13. Upticks in sentiment were driven by positive reaction to new Google Cloud CEO, buzz from Google Cloud events and product announcements such as Google Cloud Security Command Center.
AWS Adaptability is up (+2.2%) after adding approximately 400 new apps to its marketplace in conjunction with the AWS re:Invent conference.
Similarly, Alibaba Cloud Adaptability is up as well (+1.1%) based on new additions to their 3rd-party marketplaces. Meanwhile, Alibaba Cloud Sentiment decreased (-1.9%) to baseline levels after a recent spike.
Microsoft Azure Sentiment increased (+1.9%) to baseline levels, recovering after multiple MFA outages during November.
All CSPs: Liftr Cloud Insights uses Canalys worldwide cloud infrastructure services market data as the basis for Momentum scores. Canalys data for 3Q 2018 is out, and preliminary analysis shows that Alibaba has caught up with IBM, as both businesses had effectively equal revenue in Q3. Liftr Cloud Insights will fully integrate 3Q 2018 Canalys market size and vendor revenue estimates into Momentum scores for all CSPs this week.
News, Analysis, Commentary & Opinion
The emerging geopolitical saga around Huawei does not seem to involve any wrongdoing via systems security. Instead, the US government is focusing on allegations of sanctions fraud with respect to violating US sanctions against Iran. Huawei is a major datacenter technology supplier and sells white labeled public cloud services to many of its telecom customers worldwide, except for North America.
Calls for Regulation in Artificial Intelligence
Last week was a big week in the call for increased regulations around AI.
Liftr Cloud Insights believes facial recognition is the catalyzing use case for these regulation efforts. Voice recognition, gait recognition and other similar systems deployed at scale will also soon be able to automatically identify people with high accuracy.
Even before these very public calls for regulation, Liftr Cloud analysts were already discussing AI fairness and transparency. Read principal analyst Paul Teich’s article Artificial Intelligence Can Reinforce Bias, Cloud Giants Announce Tools For AI Fairness, which originally appeared on Forbes.com.
Cloud Providers go AI for NeurIPS 2018
The 32nd annual conference on Neural Information Processing Systems (NeurIPS) was held this past week December 3-9 in Montreal, Canada. This year’s sold-out event was sponsored by an extensive list of major cloud service providers and datacenter chip suppliers. Amazon, Microsoft, IBM Research AI and Intel AI were diamond-level sponsors, while Google, Alibaba Group, Baidu and Qualcomm AI research were platinum-level sponsors. Their presence at the conference is evidence that CSPs are sustaining major research and development investments in AI as they try to create competitive differentiation.
Most of these big sponsors submitted many papers, presentations and demonstrations of their AI efforts across a broad range of topics. Google had over 100 papers accepted and 400 Google employees attend the event. This was the first time in the 32-year conference history that the event had an expo with demonstrations and presentations from leading sponsors, showing an interest in the community toward commercialization of AI technologies. China-based leaders Baidu and Alibaba leveraged the conference to highlight their advancements in speech recognition. US-based companies like Microsoft, IBM and Google covered a broad range of topics including speech recognition, visual & audio perception, new AI training techniques and combating the problem of bias in image classification systems.
KubeCon / CloudNativeCon
The Linux Foundation rotates cities for the collocated KubeCon / CloudNativeCon events. Last year the events were held in Austin, Texas, but this week they are being held in Seattle, Washington. Seattle. Seattle is noteworthy for being the leading technology innovation hub for cloud datacenter architecture and design. AWS and Microsoft are headquartered in Seattle. Google Cloud and Oracle also have significant design centers in Seattle. Many leading datacenter infrastructure suppliers have outposts in Seattle, such as IBM, Intel (plus its datacenter design HQ is close by in Portland, Oregon), NVIDIA, and AMD. While Linux Foundation events are by definition open source software events, we expect significant hardware discussion at this year’s conclave, especially around evolving infrastructure-as-a-service (IaaS) and serverless deployments
Your Liftr Cloud Analyst Team,
Paul R. Teich, Principal Analyst
Gina L. Longoria, Contributing Analyst
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