Liftr Look Ahead: AWS Outposts – Taking Business From Server Vendors High-Performance Computing (HPC) in the Cloud High-performance computing (HPC) requires high bandwidth and low latency networks, which is a large part of what makes HPC expensive. AWS has set out to lower the cost of HPC by creating AWS Outposts, which allows them to potentially take business away from branded…
Liftr Look Ahead: Cloud Provider Pricing – The Complexity of Public Cloud IaaS Compute Pricing Public Cloud IaaS Compute Pricing is Complex Public cloud IaaS compute pricing is not simple. Let’s look at pricing for compute resources such as – processors and accelerators, not including storage or networking. Renting Instance Type Sizes Remember, an…
HPE recently completed its acquisition of Cray, after doing the same with SGI just three years ago. Due to consolidation, top merchant supercomputer vendors (as opposed to government entities building their own) now include server OEMs Dell, HPE and IBM based in North America, Fujitsu in Japan and Atos Bull in Europe. Inspur, Lenovo and…
Liftr Look Ahead: Network and Gbps – SmartNICs Beat the Pace of Network Innovation Data center networks are the glue that connect all deployed servers in a cloud. Network Speeds and Capabilities However, unlike other instance type specifications, network speed and capabilities are not exposed to cloud customers as configuration options (for the most part).…
Liftr Look Ahead: Q3 Earnings Calls Pt. 1 – AMD’s Latest Push Against Intel 2019 Q3 Reports are in! Quarterly reports for cloud providers and their supply chain usually occur in two clusters. This week, we’ll focus on the earlier cluster of 2019 Q3 reports from cloud providers Alphabet, Amazon, Baidu, IBM, and Microsoft, as well as…
Investors are at a disadvantage, because the the cloud industry is opaque. Investors need transparency into the cloud computing supply chain to assess vendor sales claims and mitigate financial risk. But that kind of transparency is hard to achieve with traditional industry analysis tools. How can investors make informed decisions about the cloud service providers…
Liftr Look Ahead: VMworld 2019 VMworld 2019 At 2019 VMworld, VMware made it blindingly apparent that it is creating a walled garden for enterprise IT to enjoy a curated VMware-branded multi-cloud strategy. Making Smart Moves This is a good move for VMware, at least in the short-term, as it tries to capture the “early majority”…
Introducing AMD EPYC Gen-2 Sever Processors AMD launched its second-generation EPYC server processor with cloud support from Google Cloud, Microsoft Azure, and Twitter; OEM server support from Dell Technologies, HPE, and Lenovo; Plus, a close collaboration with VMware to support EPYC’s new security and other features in vSphere. AMD’s Latest Chiplet Advancements This isn’t just…
What happened? AWS, Oracle Cloud, and Tencent Cloud all announced that they brought new regions online last week. AWS added a new Middle East region in Bahrain, Oracle unveiled their Mumbai region in India, and Tencent Cloud has officially entered Japan with their Tokyo region. What does this mean? The battle for cloud supremacy is…
What happened? AWS has added a new major performance-improvement feature to Open Java Development Kit – JDK – through its version, called AWS Corretto, The new feature is the Amazon Corretto Crypto Provider. What does this mean? The feature is designed to speed up cryptographic functions in Java. Why should we care? Java is a…