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.…
Liftr Look Ahead: Liftr Cloud Regions Map Updates – Processor Brands The Liftr Cloud Regions Map is a visual tool provided by Liftr Insights that allows investors to see up-to-date cloud components supplier availability (processor and accelerator brands) and other key infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings in every region of each tracked cloud service provider (CSP). Liftr Insights currently tracks four CSPs in our Liftr Cloud Regions Map – AWS,…
Liftr Look Ahead: Liftr Cloud Regions Map Updates – Accelerator Brands The Liftr Cloud Regions Map is a visual tool provided by Liftr Insights allowing investors to see up-to-date cloud components supplier availability (processor and accelerator brands) and other key infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings in every region of each tracked cloud service provider (CSP) – AWS, Azure, GCP and…
Liftr Look Ahead: Liftr Cloud Regions Map Updates – CMGR The Liftr Cloud Regions Map – A Tool for Investors The Liftr Cloud Regions Map is a visual tool provided by Liftr Insights that allows investors to see up-to-date cloud components supplier availability (processor and accelerator brands) and other key infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS)…
Liftr Look Ahead: January 2020 Earnings Reports (CSPs) The first round of earnings reports for calendar Q1 2020 have rolled in. We’ll cover Alphabet, Amazon, IBM, Microsoft and Oracle. Let’s take a look, paying particular attention to infrastructure-as-a-service. Amazon – AWS Over the course of 13 years, AWS continually refines its infrastructure software to run more efficiently on its hardware. Its goal…
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…