Cloud Giants Will Drive Supercomputing Demand

Summary Bullets:

C. Drake

• Major cloud service providers, including Amazon Web Services, Google Cloud, and Microsoft Azure, are intent on capturing a larger share of the lucrative market for supercomputing.

• Competition between IT infrastructure vendors and cloud service providers will make supercomputing more accessible, while also helping to drive use case development.

Supercomputers have traditionally been major fixed infrastructure investments that are designed for specific tasks, and which comprise hardware provided by IT infrastructure providers such as Lenovo, Dell Technologies, and Hewlett Packard Enterprise (HPE). However, increasingly the world’s largest cloud service providers, including Amazon Web Services, Google Cloud, and Microsoft Azure, are intent on capturing a larger share of this lucrative market.

Continue reading “Cloud Giants Will Drive Supercomputing Demand”

What’s New in Global IoT Services So Far in 2021?

GlobalData published its latest Competitive Landscape report on IIoT Services in May 2021. In analyzing the large number of new capabilities and alliances that were announced by the top mobile operators, a number of issues are clear:

K. Weldon
K. Weldon

• While COVID-19 may have dampened demand early on for IoT solutions, in late 2020 and early 2021 the market came roaring back.

• Market expansion is not limited to COVID-related projects, and announcements are for a wide-ranging set of new IoT offerings that may represent projects for which there was pent-up demand during the pandemic.

• These new initiatives have been energized in part by related capabilities such as private networks, edge computing, and 5G rollouts.

The following list is a super-set of announcements from the GlobalData report showcasing more of the primary announcements that operators in the U.S. and Europe have made over the past six months; they imply solid momentum for IoT.

Continue reading “What’s New in Global IoT Services So Far in 2021?”

New Battle Lines Emerge in Push for Higher-Performance Computing Solutions

  • Chris Drake
    C. Drake

    The combined growth of IoT, big data, and AI will drive demand for higher-performance computing solutions over the next five years.

  • As IT infrastructure vendors and cloud service providers respond, this will contribute to an increasingly vibrant and competitive market.

Despite the disruption to IT projects caused by the COVID-19 pandemic, IT infrastructure vendors and cloud service providers alike remain upbeat about future enterprise demand for new, more powerful computer processing capabilities. These include servers for artificial intelligence (AI) workloads, high-performance computing (HPC) servers, and supercomputing. Continue reading “New Battle Lines Emerge in Push for Higher-Performance Computing Solutions”

Snowflake Offers Something for Partners, Customers, and Developers in Bumper Summit

Summary Bullets

Alaa Owaineh

• Snowflake’s annual summit sees a slew of platform, data management, and partnership announcements.

• These enhancements bolster its competitive position, but the market remains crowded

At its annual summit in early June, Snowflake announced several enhancements to its data cloud platform, services, and partnership program. These announcements enhance its competitive position, making it more appealing to a wider range of user roles (such as developers) and industries.

Some announcements relate to better support for developers, with the inclusion of Java and Scala support in the Snowpark framework, which allows developers to build queries in their preferred programming languages and execute them on Snowflake’s cloud. Announcements also included support for user defined functions (UDF) in Java, greater ability to handle unstructured data, and support for SQL APIs.

Continue reading “Snowflake Offers Something for Partners, Customers, and Developers in Bumper Summit”

Turning Fiber into Business Services

Summary Bullets:

• Amidst all the fiber network hype and almost daily announcements of new infrastructure plans, Vodafone’s launch of Ethernet services over CityFibre networks means that UK enterprises can now start to benefit from them.

• Enterprises should be aware how fiber expansion can offer an enhanced work from home experience and how emerging technologies (e.g., hollow core fiber) may support advanced services.

Fiber network roll-out announcements have been coming thick and fast recently, but now UK enterprises can finally benefit from actual services, marking a key staging post.

Over recent weeks, there have been announcements on fiber deployment from CityFibre, BT/Openreach, Virgin Media O2, and numerous smaller altnets – including Upp’s announcement on June 1, 2021 that it will invest GBP 1 billion to deploy FTTH to a million premises by 2025.

So far, the focus has been on investment models, premises passed, and connection speeds – which has been of interest to analysts but less so to enterprises. Any actual services have tended to focus on the consumer segment, but now businesses of all sizes and resellers stand to benefit from these fiber builds.

Vodafone has announced that it is launching Ethernet services over its partner CityFibre’s network in Cambridge, Coventry, and Peterborough, with Aberdeen, Edinburgh, Huddersfield, Leeds, Leicester, Milton Keynes, Northampton, Portsmouth, and Southend-on-Sea to follow. The new service is positioned as offering a tailored private data network on a single or multiple premises, and as a complement to Vodafone’s full-fiber (FTTP) broadband.

Continue reading “Turning Fiber into Business Services”

SingTel’s NCS Strategy Hits the Right Notes, but Might be Looking in the Wrong Places

Summary Bullets:

m rogers
M. Rogers

• Singtel has announced a new strategy alongside its financial results, which includes a renewed focus on digital business and the expansion of its NCS unit internationally.

• While Singtel has identified the right trends to click into for NCS, the Australian and Chinese markets will be challenge and there could be other opportunities with its subsidiaries in ASEAN.

Singtel announced its financial results for the fiscal year 2021 ended March 31, 2021 on May 28, 2021. Singtel reported a difficult year across the group, in part due to the effects of the ongoing COVID-19 pandemic as well as structural changes with the NBN in Australia and more generally across the telco sector. However the company did share some bright spots, for example the performance of its NCS business. Further, as part of the associated analyst and investor presentation Singtel presented a new strategy going forward with the hopes of capitalizing on key growth trends in digital and ICT markets in Asia-Pacific region. These include “B2B digital services growth,” “digital ASEAN opportunity,” and “rapid digitalisation fuelling infrastructure demand.

What’s the Plan?

Continue reading “SingTel’s NCS Strategy Hits the Right Notes, but Might be Looking in the Wrong Places”

Rakuten Has Ambitious Plans to Become a Mobile Cloud Network Provider

Summary Bullets:

m rogers
M. Rogers

  • Rakuten Mobile is taking the cloud-native, open RAN-based mobile network it built in Japan and commercializing it as an open, end-to-end solution for other operators.
  • While Rakuten’s mobile network solution is competing with similar recently launched products from leading technology companies like Microsoft and VMware, they all might have trouble convincing their target operator customers.

Rakuten Mobile, Japan’s fourth mobile operator, made headlines in the mobile industry in 2020 for launching its 4G mobile services using a cloud-native, fully virtualized mobile network, one that works on the principles of open RAN.  (Open RAN is a set of specifications for open and interoperable radio access networks allowing for disaggregation of portions of the radio access network, namely the radio unit [RU] as well as the distributed baseband and core baseband units, and for those subsections to be supplied by different vendors).  However, the company has taken lessons learned from the buildout of its own 4G and 5G cloud-native network and is now trying to productize this into a solution called Rakuten Communications Platform (RCP).  In addition to providing a solution for mobile operators, Rakuten is reportedly developing enterprise use cases for 5G edge computing for industry and IoT that can be also supported by the platform. Continue reading “Rakuten Has Ambitious Plans to Become a Mobile Cloud Network Provider”

Oracle Drives Competition in the Growing Market for Arm-Based Cloud Compute

Summary Bullets:

Chris Drake
C. Drake

  • Oracle’s new Arm-based compute service offers several advantages over x86 alternatives, which will help Oracle extend its reach to new markets.
  • Longer term, however, Oracle should expect to face increased competition from key rivals as they add Arm-based cloud services to their portfolios.

The launch of Arm-based instances on Oracle Cloud Infrastructure (OCI) will help Oracle extend its reach to new market segments, including the Arm app developer community.  Longer term, however, Arm-based servers are likely to play a much greater role as a destination for cloud workloads, coexisting in cloud data centers with x86 alternatives.  Oracle should expect to face increased competition from key rivals, including Microsoft Azure, Alibaba, and Google Cloud, as they add Arm-based cloud services to their existing portfolios. Continue reading “Oracle Drives Competition in the Growing Market for Arm-Based Cloud Compute”

UK Enterprises Heading for a High-Fiber Diet

Summary Bullets: Rob Pritchard

  • CityFibre is reportedly in talks over a GBP 1 billion stake sale to fund further UK fiber rollout.
  • BT has also stated that it is looking for a joint venture partner to invest in Openreach’s extended fiber rollout.

You wait years for a full-fiber rollout; then three come along at the same time. UK infrastructure providers have been looking to accelerate their fiber network rollouts, increasingly with the backing of financial/institutional investors. Continue reading “UK Enterprises Heading for a High-Fiber Diet”

Vodafone Americas IoT Update: 2021 Starting Strong

Summary Bullets:

K. Weldon
K. Weldon

• Vodafone Business is a leader in global IoT services with a dedicated IoT BU, 120 million connected devices, and clear goals for expansion of its role in managed connectivity, mobile private networks, and end to end solutions.

• In the Americas, the operator is attracting a diverse set of multinational companies, often headquartered in the U.S., that not only require both local and global connectivity, but are looking to deploy IoT for use cases ranging from COVID-19/post-pandemic solutions to connected car, manufacturing, logistics, and healthcare.

While Vodafone Business is a known leader in IoT services in Europe and APAC, its regional group serving the Americas has a somewhat different remit. It looks to serve U.S. companies with global connectivity and IoT solutions requirements, or global companies with U.S. facilities that require IoT services and solutions. These are generally large companies with diverse connectivity needs that increasingly include IoT. Vodafone Americas IoT customers are using the technology for three main “buckets” of use cases in 2021: COVID-19-specific requirements such as thermal cameras, social distancing, and vaccine tracking; post pandemic healthcare applications such as home health monitoring; and deployments of other more traditional IoT use cases that may have stalled in 2020, such as connected car, manufacturing, and logistics.

Continue reading “Vodafone Americas IoT Update: 2021 Starting Strong”