One topic that keeps reoccurring in my various conversations is the sudden
interest in cloud centric M&A activities thanks in part to the recent IBM /
Sun rumors. Being that I continuously find myself in the midst of a lot of
the back room, off the record type conversations I thought I'd share some of
my recent insights into cloud m&a.
Without going into detail, lately for one reason or another I have become
aware that several of the largest names in technology have put together
"cloud M&A teams" focused on buying up both established cloud related
companies as well as some of the latest crop of cloud startups. What is clear
in these acquisition discussions is the traditional models applied to M&A
don't work in the current economy and is specially true in cloud computing.
Along with the financial crisis, we are facing what I can only describe as a
technological crisis ... (more)
The CCIF and its members have recently focused on creating a common cloud
taxonomy and ontology. I find it's starting to sound a lot like semantics,
Cloud Semantics. We are in a sense defining what cloud computing is by
describing its "components" and their relationships to one another. One that
is capable of expressing cloud computing and its subsequent parts in terms of
a consensus data model.
So in this effort we may actually be defining a dynamic computing model that
can, under certain conditions, be 'trained' to appropriately 'learn' the
meaning of related cloud & infrastruc... (more)
Well IBM has gone and done it, they've announced a cloud offering yet again.
Actually what's interesting about this go, is not that they're getting into
the cloud business (again) but instead this time they're serious about it.
And like it or not, they're approach actually does kind of make sense for,
assuming you're within their target demographic (the large enterprise looking
to save a few bucks).
My summary of the "Big Blue Cloud" is as follows: It's not what you can do
for the cloud, but what the cloud can do for you. Or simply, it's about the
In a statement... (more)
Recently there has been a lot of talk about private clouds, public clouds and
inter clouds and the problem in attempting to define their key attributes.
The problem facing all the various cloud terms is the apparent lack of
quantifiable characteristics. In contrast most other areas of technology
include standard characteristics such as units of measurement that allows us
to define specific quantifiable aspects.
These aspects allow for the creation of complex models and formulas that
enable a continued improvement and enhancement to the underlying platforms. I
thought I'd briefly ... (more)
Reuven Cohen's "Elastic Vapor" Blog
Yesterday Microsoft launched its cloud computing offering, very similar to
that of Google's App Engine or Rackspace's Mosso. Micrsoft's Azure Services
Platform is a cloud operating "platform-as-a-service" rather then Amazon's
Infrastructure-as-a-service that can deliver web, mobile, or hybrid
software-plus-services applications capable of bridging traditional operating
and hosting environments with Microsoft extensive global hosting environment.
According to their press release, "existing software can utilize the services
to add cloud capabilitie... (more)