AWS seems to be taking its battles wisely, and although Alibaba in China faces a number of disadvantages, Singapore is a different story. In addition to being named the most favorable country in the business world for several years, Singapore's Internet economy is expected to reach $ 200 billion by 2025. This will be an interesting combination because Alibaba has a large influence in the region, Singapore is not China, and if AWS is looking for a fair fight, this is definitely the place for that, so this seems to be the site of the first round of the AWS against Alibaba Cloud Wars.
The fight begins
The way the world giants exercise their weight strategically is almost like seeing "Game of Thrones", except that the "armies" here are made up of a lot of money. Speaking of a lot of money, Alibaba is injecting another billion dollars to increase its stake in Lazada, its latest acquisition. Lazada itself was the first billion-dollar acquisition in Southeast Asia and has since established a trade and logistics center in Malaysia's free digital trading zone and has doubled its data capacity in Hong Kong. The "History of Singapore" here is that Amazon has landed with Prime and has made all retail industries in the logistics of financial services throughout the region expect to experience a major commotion.
While the acquisition of Lazada and the launch of Amazon Prime have nothing to do with cloud computing, e-commerce is still a different battle from the same war as the cloud. The fact that both companies make their "bread and butter" mainly through e-commerce is just one of the striking similarities between the two companies, and many people think that the battle between Amazon Prime vs. Lazada in Singapore is just an "exhibition party" before the real war for dominance of the international cloud: AWS against Alibaba
AWS vs. Alibaba: King Kong Vs. Godzilla?
Earlier this year, Lazado CEO Maximilian Bittner explained that Amazon was not worried about saying, "It's very difficult for me to worry about someone who has not yet entered the market. they are here now and since there is a $ 250 billion gorilla behind him, the $ 400 billion gorilla in front of him probably does not look scary.
However, from the point of view of a computer director, especially in Southeast Asia, choosing between the two may not be as simple as choosing to buy Cheese and Chocolate Woody Prime or Lazada. Cloud providers offer different pricing models, unique upgrade options, frequent price reductions, different services and different billing styles. To increase confusion, customers' opinions vary according to their personal experience, which is always unique.
Cheaper by a dozen
If we have to generalize, prices and latency will be above any list of users in AWS vs.. Alibaba, and with respect to both, AWS seems to have the advantage. AWS has reduced its rates approximately 52 times so far, with current rates accounting for about half of those charged by the smaller clouds. In addition, Amazon has approximately five times the capacity of the next 14 largest competitors, so Alibaba Cloud will not win this war. Curiously, a recent Financial Times report indicates that Alibaba has "halved" its base prices.
Alibaba has three different price options to choose from, the base is $ 7.49 per month and comes with 1 core, 1 GB of memory and 40 GB of hard drive space. A similar AWS configuration costs about $ 9.50 a month on average, although all calculations are depleted when it increases or decreases. This is probably the reason why customer feedback indicates that there have been cases where Alibaba Cloud was more expensive than AWS
AWS posted
Another implication of the "cloud" of the Amazon Prime launch in Singapore is that it is essentially an AWS cloud ecosystem advertising for the entire region. From now on, millions of customers from Southeast Asian companies will see a concrete example of how a customer-obsessed business works with AWS cloud infrastructure and an ecosystem of powerful tools and services. both open source and custom. It is also speculated that AWS is an important customer for many cloud providers, data and analysis, which will accelerate the entry of these players in this region.
The above statement is funny, it's the ego
Tuesday, October 24, 2017
Sunday, October 1, 2017
Following AWS, Google Compute Engine also moves to per-second billing
A week ago, AWS announced that it would rapidly change billing per second for users of its EC2 service. This is not a big surprise, while Google today announced a very similar move.
The Google Engine, Container Engine, Cloud Dataproc, and Flex Engine environments will now have per-second billing, starting immediately (AWS users should wait until October 2). This new pricing system extends to preferred virtual machines and machines running high-end operating systems such as Windows Server, Red Hat Enterprise Linux and SUSE Enterprise Linux Server. With this, AWS, which offers only invoicing per second for basic Linux instances and not for Windows Server and other Linux distributions on its platform, currently has a separate time load.
Like AWS, Google will charge for at least one minute.
Interestingly, Google has already introduced billing per second for its persistent disks, compromised GPUs and discounts.
While Google contends that for most use cases, billing per second will result in very small billing changes, the company also notes that there are many applications where the level up and down has a lot of meaning (websites, mobile apps and data processing jobs, for example).
"This is probably the reason why we have not heard many customers asking per second," said Paul Nash, Group Product Manager for Compute Engine, in today's announcement. "But we do not want you to choose between your morning coffee and your basic hours, so we're happy to bring billing per second to your virtual machines with a minimum of one minute."
Thus, while Google is not revealed at this time, this is clearly a reaction to the evolution of Amazon, although the company considers it as another box in a comparison of features between the two services in the cloud.
What about Microsoft?
So far, Microsoft has not made a similar move. "With Azure Container Instances, we paved the way for billing per second, with a service that runs in seconds and takes seconds, we realized that it was incredibly critical to give customers that granularity of costs," said Corey Sanders , Microsoft's Product Manager for Azure Compute, told me at the Microsoft Ignite conference when I asked him about his company's plans. "I look forward to seeing other clouds continue and to offer customers the best flexibility for their pricing."
As for regular virtual machines, Sanders remained in the message and noted that Microsoft wanted to focus on the containers because that is where billing per second is the most logical. "We are always looking to improve the billing constructions in our platform and make it more agile and more agile for our customers," he said. I would be very surprised if Microsoft did not try to verify invoicing per second in the near future.
Sunday, September 10, 2017
As Target and Walmart Move Away From AWS, How Much Pain Will Amazon Feel?
As Amazon (AMZN - Get Report) moves into retailing of bricks and mortars with the purchase of Whole Foods, it makes sense that Target (TGT - Get Report), Walmart (WMT - Get Report) and other large retailers are looking for another partner in the cloud, rather than help fund a major rival.
Target would have followed the leadership of Walmart and plans to transfer its business to Amazon Web Services. A massive outflow of AWS retailers would benefit competitors such as Google Cloud Platform (Microsoft Cloud (MSFT - Get Report) and Google Cloud Platform (GOOGL - Get Report)). The Amazon cloud trade is so large that it could withstand losses, however. Microsoft, Google and other major cloud players have their own potential conflicts that could cost them business.
Although Target did not speak directly to Amazon Web Services, the company said it used several cloud service providers. "Earlier this year we evaluated suppliers, as we do on a regular basis, and we have determined that there are options that are more appropriate for our business," a spokesman said. "We have decided to implement changes and we have made changes since then."
Similarly, Amazon declined to comment. While the digital commerce giant may have friction with Walmart and Target, Amazon Web Services still has retail customers such as Brooks Brothers Group Inc., GameStop Corp. (GNE - Get Report) and Nordstrom Inc. (JWN - Get Report) and AWS are also using Lululemon Athletica Inc. (LULU - Get Report), Nike Inc. (NKE - Get Report) and Under Armor Inc..
"While AWS remains the 800-pound gorilla in the public cloud market, we believe that its parent's ambitions can begin to have a greater impact on AWS's ability to move to some vertical markets," said Everkite ISI, analyst "Combine it with the growing momentum behind hybrid cloud architectures and we believe that Azure remains well positioned to gain market share in the next few years as it will be considered a reliable partner and capabilities Azure technologies are essentially on a par with AWS in many areas now (if not in some). "
Although the loss of a large account is undeniably bad, John Dinsdale of Synergy Research Group said in an e-mail that Wal-Mart and Target's defections would be "cutbacks" rather than "big events" for Amazon.
Target would have followed the leadership of Walmart and plans to transfer its business to Amazon Web Services. A massive outflow of AWS retailers would benefit competitors such as Google Cloud Platform (Microsoft Cloud (MSFT - Get Report) and Google Cloud Platform (GOOGL - Get Report)). The Amazon cloud trade is so large that it could withstand losses, however. Microsoft, Google and other major cloud players have their own potential conflicts that could cost them business.
Although Target did not speak directly to Amazon Web Services, the company said it used several cloud service providers. "Earlier this year we evaluated suppliers, as we do on a regular basis, and we have determined that there are options that are more appropriate for our business," a spokesman said. "We have decided to implement changes and we have made changes since then."
Similarly, Amazon declined to comment. While the digital commerce giant may have friction with Walmart and Target, Amazon Web Services still has retail customers such as Brooks Brothers Group Inc., GameStop Corp. (GNE - Get Report) and Nordstrom Inc. (JWN - Get Report) and AWS are also using Lululemon Athletica Inc. (LULU - Get Report), Nike Inc. (NKE - Get Report) and Under Armor Inc..
"While AWS remains the 800-pound gorilla in the public cloud market, we believe that its parent's ambitions can begin to have a greater impact on AWS's ability to move to some vertical markets," said Everkite ISI, analyst "Combine it with the growing momentum behind hybrid cloud architectures and we believe that Azure remains well positioned to gain market share in the next few years as it will be considered a reliable partner and capabilities Azure technologies are essentially on a par with AWS in many areas now (if not in some). "
Although the loss of a large account is undeniably bad, John Dinsdale of Synergy Research Group said in an e-mail that Wal-Mart and Target's defections would be "cutbacks" rather than "big events" for Amazon.
Thursday, August 31, 2017
Microsoft just made it easier for programmers to use archrival Amazon's cloud
Amazon and Microsoft, two archivists in cloud computing and rigorous competitors for Seattle's technological talent, cooperate much more.
Earlier this week we saw the wedding of Alexa's virtual assistant from Amazon and Cortana from Microsoft.
Then, on Thursday, the companies announced that they were joining together so that programmers could more easily take the code they handle in Microsoft tools and publish it in the Amazon cloud.
On Thursday, Microsoft launched a blog post detailing how its local Team Foundation Server software and its cloud service in Visual Studio Team Services can connect to various Amazon Web Services tools.
Once the new tools are installed, developers can transfer content to the widely used S3 storage service of AWS, automate implementations with the AWS CodeDeploy tool and execute applications with the server service without Lambda server, among others, without leaving the limits of Microsoft products
To build integrations, Amazon engineers have collaborated with members of the Microsoft Visual Studio ALM Rangers group, Microsoft program manager Joseph Bourne wrote in the blog entry. The ALM Rangers group is responsible for providing out-of-band solutions for missing features or guidelines, Microsoft said.
In fact, Microsoft provides a new revenue stream for AWS, the largest cloud around and the top competitor of Microsoft's Azure cloud. This is notable because historically, Microsoft has announced the possibility that people use their source code management programs with Azure.
But if Microsoft is serious about making things as simple as possible for end users, the move is logical.
The opening fits in with Microsoft's recent move led by Satya Nadella to work with non-Microsoft platforms. For example, Microsoft has allowed users to use Linux on their Windows 10 operating system.
Earlier this week we saw the wedding of Alexa's virtual assistant from Amazon and Cortana from Microsoft.
Then, on Thursday, the companies announced that they were joining together so that programmers could more easily take the code they handle in Microsoft tools and publish it in the Amazon cloud.
On Thursday, Microsoft launched a blog post detailing how its local Team Foundation Server software and its cloud service in Visual Studio Team Services can connect to various Amazon Web Services tools.
Once the new tools are installed, developers can transfer content to the widely used S3 storage service of AWS, automate implementations with the AWS CodeDeploy tool and execute applications with the server service without Lambda server, among others, without leaving the limits of Microsoft products
To build integrations, Amazon engineers have collaborated with members of the Microsoft Visual Studio ALM Rangers group, Microsoft program manager Joseph Bourne wrote in the blog entry. The ALM Rangers group is responsible for providing out-of-band solutions for missing features or guidelines, Microsoft said.
In fact, Microsoft provides a new revenue stream for AWS, the largest cloud around and the top competitor of Microsoft's Azure cloud. This is notable because historically, Microsoft has announced the possibility that people use their source code management programs with Azure.
But if Microsoft is serious about making things as simple as possible for end users, the move is logical.
The opening fits in with Microsoft's recent move led by Satya Nadella to work with non-Microsoft platforms. For example, Microsoft has allowed users to use Linux on their Windows 10 operating system.
Wednesday, June 28, 2017
Whole Foods acquisition stocks shelves for AWS developers
Purchase of Whole Foods' 13.7 billion Amazon, but could cause a change for developers creating AWS retail applications.
The recent acquisition of Amazon Whole Foods seems centered on adding a new distribution channel for its existing online retail sales activities. But beneath the surface, the real opportunity is to open APIs for a variety of new types of UI retail applications for AWS developers.
The acquisition of Whole Foods could offer an opportunity for developers to work with a completely new mode interface that is perhaps more important than the voice UI user interface. Over the next year, AWS is likely to focus on optimizing and rationalizing back-end logistics. This approach, which would follow the same button pattern as Alexa and Amazon Dash is to develop logistic errors - commands unintentional privacy challenges and new vulnerabilities, among others - while providing functionality in a secure way for the first user. But in this case, the first users are homes with smart devices connected in neighborhoods across the country.
Amazon has already tested new user interface designs to details around Seattle payments and inventory optimization. The acquisition of Whole Foods could accelerate this process. Developers should be particularly interested in opportunities to create new applications for the future detail user interface that perfectly combine physical and digital channels. In the short term, AWS could create a specific market for such applications and perhaps even create a venture capital fund in the same model as the Alexa program.
The recent acquisition of Amazon Whole Foods seems centered on adding a new distribution channel for its existing online retail sales activities. But beneath the surface, the real opportunity is to open APIs for a variety of new types of UI retail applications for AWS developers.
The acquisition of Whole Foods could offer an opportunity for developers to work with a completely new mode interface that is perhaps more important than the voice UI user interface. Over the next year, AWS is likely to focus on optimizing and rationalizing back-end logistics. This approach, which would follow the same button pattern as Alexa and Amazon Dash is to develop logistic errors - commands unintentional privacy challenges and new vulnerabilities, among others - while providing functionality in a secure way for the first user. But in this case, the first users are homes with smart devices connected in neighborhoods across the country.
Applications focused on retail
The acquisition of Whole Foods could create a paradigm shift in the way consumers interact with Amazon and other retailers. The detailed UI has not changed much since the advent of barcoding in the Amazon 1990 is better placed to provide a variety of consumer and business-centric applications that enhance the shopping experience in brick and mortar stores, Increase comment, provide new market opportunities and simplify the implementation of new packaging strategies. Examples of these new classes of applications:Smart recipes
The actual sale received has not changed, except for the minor update delivery via email. This leaves the consumer with a black box of information that says very little about what the total amount of sales represents in terms of real estate. Will toilet or food? Kale or ice? Amazon already offers customers an accurate accounting of their online purchases, and would be a small step to provide the same level of depth to physical purchases. Third-party vendors can take the opportunity to launch applications with health surveillance, analysis and monitoring of nutritional tax categories, which could take into account not only the products but also their ingredients - think of mobile applications like mint and MyFitnessPal On steroids.Improvement of feedback
For most, User reviews are limited to the purchase of data. Retailers should perform an analysis on the product packaging, product placement and marketing efforts to determine why the products they sell. Amazon could significantly increase the amount of data that retailers can charge their sales through standard APIs. This could even include anonymous emotional tracking capabilities, such as facial Affective analysis. These standardized APIs will offer new opportunities for third-party consumer applications to make improvements in product marketing practices.New Packaging Strategies
A growing market for the third Foodservice provides packaged food experiences to consumers. These foods range from semi-prepared foods that should be heated only in boxes filled with ingredients of a specific recipe for home cooks. Now, Amazon could provide APIs that allow third parties to build applications for creating recipes and virtual stores, just as they do for physical products. This allows a market of renowned chefs and local connoisseurs to easily sell their best creations.Amazon has already tested new user interface designs to details around Seattle payments and inventory optimization. The acquisition of Whole Foods could accelerate this process. Developers should be particularly interested in opportunities to create new applications for the future detail user interface that perfectly combine physical and digital channels. In the short term, AWS could create a specific market for such applications and perhaps even create a venture capital fund in the same model as the Alexa program.
Tuesday, June 6, 2017
AWS goes direct to Canberra
Amazon Web Services makes a more direct route to Canberra with the data center listed newer place of NEXTDC hosting C1 for AWS Direct Connect.
The announcement is a first in the Canberra market and the latest move in the wake of AWS continues to target government and federal public sector organizations.
The service allows AWS customers to establish a secure, private connection between AWS and their own data center environment, office or proximity function.
This feature will be especially attractive to government agencies that oppose the use of the public Internet to access AWS cloud services.
The AWS Direct Connect service can be accessed through a C1 Canberra cross-connect service facility, which is the fourth AWS Direct Connect presence in Australia and the second outside Sydney.
Andrew Phillips, Public Sector Director AWS ANZ, said C1 would play an important role in innovation in providing digital public services.
"The launch will enable our federal and ACT customers to connect through the AWS cloud microwaves and run synchronous replication in separate areas, which will help ensure the secure management of government data - with a high adaptability "Phillips said.
"This will help government agencies to provide better services to Australian citizens, who increasingly rely on digital services for their interactions with government."
The move is also an advantage for NEXTDC as it adds to the portfolio of services the company offers to government agencies as part of the Data Center facilities in the Supplies panel.
The arrival of the AWS Direct Connect presence in Canberra is also good news for AWS non-government customers, new regional companies can now use the full portfolio of services
The launch of the Bega-based regional program and director of AWS 2S software software partner Liam O'Duibhir reported "the immense power of Amazon Services' web services suite," which could be exploited to provide better Communities in the regions.
The announcement is a first in the Canberra market and the latest move in the wake of AWS continues to target government and federal public sector organizations.
The service allows AWS customers to establish a secure, private connection between AWS and their own data center environment, office or proximity function.
This feature will be especially attractive to government agencies that oppose the use of the public Internet to access AWS cloud services.
The AWS Direct Connect service can be accessed through a C1 Canberra cross-connect service facility, which is the fourth AWS Direct Connect presence in Australia and the second outside Sydney.
Andrew Phillips, Public Sector Director AWS ANZ, said C1 would play an important role in innovation in providing digital public services.
"The launch will enable our federal and ACT customers to connect through the AWS cloud microwaves and run synchronous replication in separate areas, which will help ensure the secure management of government data - with a high adaptability "Phillips said.
"This will help government agencies to provide better services to Australian citizens, who increasingly rely on digital services for their interactions with government."
The move is also an advantage for NEXTDC as it adds to the portfolio of services the company offers to government agencies as part of the Data Center facilities in the Supplies panel.
The arrival of the AWS Direct Connect presence in Canberra is also good news for AWS non-government customers, new regional companies can now use the full portfolio of services
The launch of the Bega-based regional program and director of AWS 2S software software partner Liam O'Duibhir reported "the immense power of Amazon Services' web services suite," which could be exploited to provide better Communities in the regions.
Sunday, May 14, 2017
Amazon.com: AWS - Not The Rivers Of Gold Imagined
NASDAQ with the Amazon.com summary shows that the share price closed at $ 949.04 with a market cap of 453.6 billion and the P / E ratio of 178.39.
The market capitalization of 453.6 billion is 110 times the first quarter of 2011 by Amazon.com Q1-2017, a twelve-month EBIT (TTM) of 4.12 billion.
AWS contributed 77.5% of EBIT Q1-2017 TTM 4.12 billion, which helped keep ongoing earnings growth for AWS vital to Amazon.com.
Investors who buy at $ 949.04 on Monday, intending to hold for five years pending an average return of 10.0% per annum, will sell five to 1,528.44 $ per share. If the expected return on investment is a doubling of the share price, an exit price within five years will be required $ 1,898.08, representing a return of 14.87% per year.
At an expected return of 20% per year, the sale price is $ 2 361.52 per share. However, if the price / EBIT (P / EBIT) ratio should remain at current 110 and provide the outstanding shares remain at 478m, EBIT in five years would only increase by 4.12 billion US dollars. To 6610 million for 10% yield, 8.24 billion for the yield of 14.87% and 10.25 billion for the return on investment of 20% per year. The net profit estimated after interest and taxes for the year 2021, in these scenarios would be between 4 billion and $ 7 billion. Now this level of compensation seems very feasible for this genius online, with a total turnover of 136 billion in 2016. However, there are many "ifs" mentioned above, which means that many uncertainty and increase in Uncertainty equals greater risk. Therefore, investors should definitely look back Amazon.com in the range of at least 10% to 20% and maybe higher.
For performance expectations below 10%, I am sure there are much safer investment options. Stock price gains were averaging over 33% per year between the end of 2011 and the end of 2016, the stock price increasing from $ 179.03 to $ 753.67. From the end of 2016 to May 8, 2017, a further increase of 26% brought the stock price to $ 949.04. I have to ask if there is a quantification of future growth in EBIT would justify stock price increases and the size of the role expected of AWS to contribute to EBIT growth?
The market capitalization of 453.6 billion is 110 times the first quarter of 2011 by Amazon.com Q1-2017, a twelve-month EBIT (TTM) of 4.12 billion.
AWS contributed 77.5% of EBIT Q1-2017 TTM 4.12 billion, which helped keep ongoing earnings growth for AWS vital to Amazon.com.
Investors who buy at $ 949.04 on Monday, intending to hold for five years pending an average return of 10.0% per annum, will sell five to 1,528.44 $ per share. If the expected return on investment is a doubling of the share price, an exit price within five years will be required $ 1,898.08, representing a return of 14.87% per year.
At an expected return of 20% per year, the sale price is $ 2 361.52 per share. However, if the price / EBIT (P / EBIT) ratio should remain at current 110 and provide the outstanding shares remain at 478m, EBIT in five years would only increase by 4.12 billion US dollars. To 6610 million for 10% yield, 8.24 billion for the yield of 14.87% and 10.25 billion for the return on investment of 20% per year. The net profit estimated after interest and taxes for the year 2021, in these scenarios would be between 4 billion and $ 7 billion. Now this level of compensation seems very feasible for this genius online, with a total turnover of 136 billion in 2016. However, there are many "ifs" mentioned above, which means that many uncertainty and increase in Uncertainty equals greater risk. Therefore, investors should definitely look back Amazon.com in the range of at least 10% to 20% and maybe higher.
For performance expectations below 10%, I am sure there are much safer investment options. Stock price gains were averaging over 33% per year between the end of 2011 and the end of 2016, the stock price increasing from $ 179.03 to $ 753.67. From the end of 2016 to May 8, 2017, a further increase of 26% brought the stock price to $ 949.04. I have to ask if there is a quantification of future growth in EBIT would justify stock price increases and the size of the role expected of AWS to contribute to EBIT growth?
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