From the Blogosphere
Six Things I Think I Think for IaaS in 2013
Another year, another dollar - or something like that
By: John Cowan
Jan. 1, 2013 02:00 PM
Another year, another dollar… or something like that. It’s time for an update on the 6 things I think I think for Infrastructure-as-a-Service (IaaS) in the coming year!
1. Hybrid Cloud Computing
2012 Perspective: Hybridization WAS key in 2011 and I’m doubling down in 2012. If you’ve paid attention to the consolidation in the industry, you’d best do the same. The big boys are snapping up anything that smells like bridging the enterprise to the multi-tenant host. Look for this trend to intensify.
2013 Perspective: VMware buys DynamicOps. Red Hat buys ManageIQ. Cisco buys Cloupia. Consider the consolidation trend intensified. The big question for 2013 is what the big boys have in mind for the cool technologies they’ve acquired in 2012. Whatever they might have in mind, the signal from the customer is clear. Hybrid cloud computing is considered critically important to wide-scale adoption of cloud computing in general. As I highlighted earlier this year, as big as the cloud computing market is becoming it still pales in comparison to private IT operations. Hybrid cloud computing is correctly viewed as a technology tap to this underlying market.
2. Cloud Federation & Interoperability
2012 Perspective: I’ve spoken with some pretty big names in the business and scale is an issue with their regional plays in the market. The challenge in 2011 for cloud federation was the degree of difficulty associated with interoperability. There was much progress on this front in 2011 but I think before broad based federation goes from concept to reality there needs to be more plumbing. 2012 will be the year real interoperability tracks are laid as a foundation for scalable cloud federation.
2013 Perspective: We as an industry had the opportunity to lay down tracks for real cloud federation and interoperability at this time last year. What happened was rather disappointing. Basically, industry titans from OpenStack, Amazon, Citrix, and others all postured. I remember sitting in the crowd at GigaOm Structure when the first official shots were fired on the subject of API standardization. What could have been a wonderful opportunity to seize the moment and end vendor lock-in before it ever started in cloud computing, big vendors did what they do best. They opened up their respective Kimonos and bragged about the size of their case studies. What a (albeit entertaining) waste of time and opportunity.
Because we all anticipate the cloud market, particularly IaaS, growing at a serious CAGR in 2013 there will be growing customer pressure to allow the movement and billing transfer of workloads between independent cloud operators. The opportunity for a new or existing company to emerge with a solution to this problem will become significant in the coming year.
3. Cloud Ecosystem Enablement
2012 Perspective: VMware unveiled its plans to stitch together Vcloud operators at its big VMworld shindig, but this wasn’t the only giant making big bets on the cloud ecosystem concept. Equinix, one of the world’s largest data center operators, hatched is master plan for a ‘Marketplace’ of Platform Equinix Partners and Synnex, one of the most powerful IT Distributors in North America took a huge step with its Cloudsolv application and services portal. Watch what these three companies do in 2012 to drive ecosystem growth.
2013 Perspective: Dell, HP, Cisco, Arrow, Avnet, Telefonica, Singtel…just to name a few. Billions in unstructured cloud business potential spanning distribution, hardware and telecoms just waiting to be harnessed. The lure of these types of captive markets will push the envelope on cloud ecosystem enablement despite a big challenge encountered in 2012. That big challenge was the relative learning curve incurred when you cross-pollinate large singularly focused business units.
4. Emerging Cloud Communities
2012 Update: By the middle of the 2nd quarter I was beginning to worry about this prediction. Was I going a bit too far out on a limb? Then, bang! VMware announces the big deal with the NYSE. Wow. Talk about going big or going home. The NYSE community cloud has a lot of eyes on it. A large number of other vertical deals are hanging in the balance, hoping to learn what not to do when details of the NYSE project become more public. I think this VMware play will be a big success and in 2012, you will see many other big players follow suit.
2013 Perspective: Do you hear that sound? No? I didn’t think so. There’s no sound in a vacuum that is the lack of follow up from the big NYSE deal in 2011. No big pharma cloud. No big banking cloud. No big offshore financial cloud.
Would-be community cloud enablers in 2012 figured out what they needed to figure out, which they are hoping to do in 2013. What they need to figure out has nothing to do with the technology and everything to do with operational and contractual concerns. The commonality of vertical market integration resolves certain compliance risks, but it doesn’t mean private IT operators are ready, suited or even capable of offering a legitimate outbound customer service. Ask any CFO or CEO of a publically traded company about the idea of taking on the liability risk created by a new service that, oh by the way, has nothing to do with existing strategy. At a minimum in 2013 look for new corporate structures to emerge in order to facilitate offering community clouds as a service.
2012 Perspective: I am still a firm believer in the channel and I’m still banking my company’s future on it. However, the Channel failed to capitalize on the cloud opportunity in 2011 the way I thought it would. Don’t get me wrong, the needle definitely moved. But the cloud operators and the broader channel are still separated by an expertise gulf that is limiting how much cloud money flows via the intermediary. The investment from the IaaS providers continues to be there. Find me one IaaS services or software provider that doesn’t showcase a channel program today. 2012 will see the gulf shrink and the channel heat up because Distribution will hit its stride and carry with it more evidence of the gold rush I saw last year.
2013 Perspective: The channel didn’t emerge as the boon of cloud computing adoption in 2012, but it continued to make significant progress. Cloud Sherpas recently raised $40M on a bet that it had figured out the model to integrate cloud into the enterprise. That’s not a small bet on the channel intermediary concept. There were other big wins in the market too.
In 2013 you will see vendors get very serious about forcing channel intermediaries to declare their allegiance. Programs are maturing and dollars are flowing inbound to support the intermediary to the customer. This is a sure sign that we are on the cusp of growing the cloud wave in a big way.
6. IaaS Futures Market
2012 Perspective: Spot market concepts made progress in 2011 but as expected were not able to truly capture the imagination of the market. However, the groundswell around commodity compute resource trading is gaining momentum. And in 2012 look for general progress in this area with a few players coming out of the woodwork to surprise some.
2013 Perspective: Fact – trading compute contracts is going to happen. If you trust nothing else I write, trust me on this.
As predicted, a few players came out of the woodwork on this. Specifically, the Eurex and Zimory (via TSystems) in Europe announced that they had formed a partnership to build a trading platform in 2013.
What is unclear is exactly how this is going to happen. How will the market be organized? Look for clarity to emerge in 2013 on this subject.
Since last year’s 6.1 bonus prediction was such a hit (um, cloud brokerage, anyone?) I will keep with the new tradition. Here’s my scoop: Keep an eye on the fall of old empires. The world economy is definitely not what it was two years ago, but neither are some of these tech titans of yesterday:
Cloud Computing – the agent of change – can mean rebirth or extinction for some of the biggest companies to dominate the tech landscape in the last 30 years. Look for significant strategic moves by some of the giants as they posture for survival in the new era.
Have a great 2013!
Cloud Expo Breaking News
Top Stories for Cloud Expo 2012 East
In this Big Data Power Panel at the 10th International Cloud Expo, moderated by Cloud Expo Conference Chair Jeremy Geelan, Govind Rangasamy, Director of Product Management at Eucalyptus Systems; Kevin Brown; CEO of Coraid, Inc.; Christos Tryfonas, CTO and Co-Founder of Cetas; and Max Riggsbee, CMO and VP of Products for WhipTail, discussed such topics as: Big Data has existed since the early days of computing; why, then, do you think there is such an industry buzz around it right now? How is Big Data impacting storage and networking architecture in data centers? How about the intersection of Big Data Analytics and Cloud Computing - how big a sector is that and why? What's the difference between Big Data and Fast Data? ... (more)
Best Recent Articles on Cloud Computing & Big Data Topics
The Arlington, Virginia-based National Science Foundation has just released its "Report on Support for Cloud Computing" - in response to the America Competes Reauthorization Act of 2010, Section 524. It is an absolute must-read for all concerned with current and future research projects in Cloud Computing.
"The volume of data we're generating now from machines pales in comparison to the volume of data we'll soon generate from our own bodies," says data security expert Dave Asprey. Writing in a Trend Micro blog, Asprey - who is one of the leaders in the emerging Quantified Self movement - explains his vision of a world in which personal biometrical data is shared via the cloud.
Cloud computing has caught the attention of business leaders around the world in every industry because of its enormous transformative potential. Visionary companies know that the value of the cloud is far greater than the current focus solely on technology and operating costs: when combined with a collaborative approach to designing processes, cloud computing will change how we do business.
Want to make sense of the hottest new concept in Enterprise IT? Want to understand in just hours what experts have spent many hundreds of days deciphering? Cloud computing is a technology that has rapidly evolving peppered with a lot of hype along the way. Customers find it hard to navigate through this and make sense of what aspects of this technology will give them real business benefit. Cloud Computing Bootcamp, led by our 2013 Bootcamp Instructor Larry Carvalho, is a great way to get a practical understanding of this technology. We offer multiple days of actionable insight into what vendor offerings are currently available and help you comprehend their strategy. The ever-popular Bootcamp, which is now held regularly around the world, is being held in conjunction with the 12th Cloud Expo, June 10-13, 2013, at the Javits Center, New York, NY.
Did you know that ninety percent of the data in the world has been created in the last two years? Every day, we create 2.5 quintillion (or 2.518) bytes of data, according to IBM. As corporations across all industries globally are struggling with how to retain, aggregate and analyze this mounting volume of what the industry refers to as Big Data, it also provides a unique opportunity for innovative startups that recognize the business prospects Big Data presents. Big Data is not just unlocking new information but new sources of economic and business value. Interactivity is driving Big Data, with people and machines both consuming and creating it. Digital companies focused on becoming good at aggregating and analyzing the data created by the end users of their product, who then provide their customers with solid insights taken from that data are at a distinct competitive advantage over others in the marketplace.
Industry-specific clouds are those PaaS, IaaS, and PaaS services that are tailored for a specific vertical, such as transportation, retail, finance, and health care. IDC sees a $65 billion market in these industry solutions for 2013, rising to $100 billion in 2016. The value of industry-specific clouds is that businesses within a vertical can connect to applications, processes, and databases that are pre-defined for that vertical within a public or private cloud. They can extend processes and databases into the business domain, versus defining the data and processes within a generic cloud-based platform. So, are industry specific clouds right for your business? What options are out there? How do you figure out the ROI?
SYS-CON Events announced today that Rackspace Hosting, the open cloud company, has been named "Platinum Plus Sponsor" of SYS-CON's 12th International Cloud Expo, which will take place on June 10-13, 2013, at the Javits Center in New York City, New York. Rackspace® Hosting (NYSE: RAX) is the open cloud company, delivering open technologies and powering more than 205,000 customers worldwide. Rackspace provides its renowned Fanatical Support® across a broad portfolio of IT products, including Public Cloud, Private Cloud, Hybrid Hosting and Dedicated Hosting. Rackspace has been recognized by Bloomberg BusinessWeek as a Top 100 Performing Technology Company, is featured on Fortune's list of 100 Best Companies to Work For and is included on the Dow Jones Sustainability Index. Rackspace was positioned in the Leaders Quadrant by Gartner Inc. in the "2011 Magic Quadrant for Managed Hosting." Rackspace is headquartered in San Antonio with offices and data centers around the world.
10th International Cloud Expo, held on June 11-14, 2012 at the Javits Center in New York City, featured four content-packed days with a rich array of sessions about the business and technical value of cloud computing led by exceptional speakers from every sector of the cloud computing ecosystem. The Cloud Expo series is the fastest-growing Enterprise IT event in the past 10 years, devoted to every aspect of delivering massively scalable enterprise IT as a service. We invite you to enjoy our photo album of the show - we'll be adding new images all week.
Ulitzer.com announced "the World's 30 most influential Cloud bloggers," who collectively generated more than 24 million Ulitzer page views. Ulitzer's annual "most influential Cloud bloggers" list was announced at Cloud Expo, which drew more delegates than all other Cloud-related events put together worldwide. "The world's 50 most influential Cloud bloggers 2010" list will be announced at the Cloud Expo 2010 East, which will take place April 19-21, 2010, at the Jacob Javitz Convention Center, in New York City, with more than 5,000 expected to attend.
Cloud computing is becoming one of the next industry buzz words. It joins the ranks of terms including: grid computing, utility computing, virtualization, clustering, etc. Cloud computing overlaps some of the concepts of distributed, grid and utility computing, however it does have its own meaning if contextually used correctly. The conceptual overlap is partly due to technology changes, usages and implementations over the years. Trends in usage of the terms from Google searches shows Cloud Computing is a relatively new term introduced in the past year. There has also been a decline in general interest of Grid, Utility and Distributed computing. Likely they will be around in usage for quit a while to come. But Cloud computing has become the new buzz word driven largely by marketing and service offerings from big corporate players like Google, IBM and Amazon.
SYS-CON Events announced today that Dell Inc. has been named "Silver Sponsor" of SYS-CON's 12th International Cloud Expo, which will take place on June 10-13, 2013, at the Javits Center in New York City, New York. For more than 28 years, Dell has empowered countries, communities, customers and people everywhere to use technology to realize their dreams. Customers trust Dell to deliver technology solutions that help them do and achieve more, whether they're at home, work, school or anywhere in their world. Learn more about Dell's story, purpose and people behind its customer-centric approach.
One of the most compelling promises of the cloud is that you can pull out a credit card and be working in minutes. No purchase orders to fill out, no equipment to wait for on the loading dock. Just instant access to the resources you need, when you need them. But accessibility comes at a price, and an unintentional consequence may be that you create yet another orphaned identity silo. Enterprise IT has spent years consolidating its mishmash of directories, only to discover that cloud now threatens to turn back their hard-won victories. In his session at the 12th International Cloud Expo, Scott Morrison, CTO and Chief Architect at Layer 7 Technologies, will look at strategies to incorporate identity into cloud applications. Enterprise identity or social login can both be a part of your go-to-cloud strategy, but you must plan for this upfront, rather than try to retrofit identity and access control at a later date.
Cloud Expo, Cloud Expo East, Cloud Expo West, Cloud Expo Silicon Valley, Cloud Expo Europe, Cloud Expo Tokyo, Cloud Expo Prague, Cloud Expo Hong Kong, Cloud Expo Sao Paolo are trademarks and /or registered trademarks (USPTO serial number 85009040) of Cloud Expo, Inc.
The World's Most Influential Blogs