Equities of e-commerce and cloud computing giant Amazon.com Inc. (AMZN
AMZN Amazon.com Inc. 1,390.00 -2.79%) are now 23.4% year-to-date (YTD), bringing the latest 12-month earnings of the share to as much as 72.8%, because the Street welcomes its growing dominance over the high margin segments. From Amazon's most promising companies, the leading public cloud platform Amazon Web Services (AWS) is a driving force behind the overwhelming bullish outlook of analysts. (See also: Amazon is ahead in competition with alphabet.)
Amazon's cloud business, with sales up 43% to $ 17.5 billion in 2017, is now the fifth largest business software provider in the world. AWS now accounts for about 10% of the total revenue of the Seattle-based retail giant, the company reported last week. In terms of revenue, the cloud activities of Amazon are just mentioned behind listed enterprise software vendors Microsoft Corp. (MSFT), International Business Machines Corp. (IBM), Oracle Corp. (ORCL) and SAP (SAP), which all detract from the retailer in the cloud space and lag behind AWS. The cloud segment of Amazon lowers SaaS market pioneer Salesforce.com Inc. (CRM) already, which has increased sales by 25% to $ 9.9 billion in the last 12 months.
Tech Giants struggle to compete with AWS
SAP, with sales in 2017 of $ 26.5 billion, could lose its position as the fourth largest business software company at AWS before the end of 2019, if the current growth figures of the companies continue. The German technology company achieved a 6% turnover last year, predicting the same growth rate in 2018. The Street expects AWS to peak 38% this year, according to FactSet.
Competing with AWS, consisting of a range of services such as databases, data analysis, productivity apps and raw computing, has proven to be a challenge for the world's largest technology companies. Some, including Cisco Systems Inc. (CSCO), have decided to throw the towel in the ring while others like VMware Inc. (VMW) believe that cooperation with Amazon is a better option.
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Monday, February 5, 2018
Sunday, January 28, 2018
AWS snaps up Sqrrl to strengthen threat detection, analytics
A recent Amazon acquisition is likely to lead to another tool to help AWS customers monitor the security of their sensitive data.
Sqrrl, a start-up for security, confirmed this week that it had been taken over by Amazon and would be integrated with AWS. The Cambridge, Massachusetts-based company has its roots in the NSA and focuses on threat detection, hunting and incident response, based on the growing trend of security analysis.
Rumors about the matter are circulating since December when it was reported by Axios. AWS did not publicly confirm the agreement, but this report indicates that the agreement was about $ 40 million. According to Prendergast, co-founder and CEO of Evident.io, a cloud security and compliance company in Pleasanton, the deal works well for Amazon because of the relatively low price and Sqrrl's experience with large sets of data. , California
"Sqrrl is a leading candidate for the integration of GuardDuty, Amazon's internal response and telemetry security team to provide customers with a threat warning," he said. "It seems a natural and logical process to offer and provide better security services over time."
GuardDuty, which became available last November, is the AWS threat detection service that provides alerts based on the intelligent assessment of its own network. Sqrrl can help improve this service with more advanced answers once the threats are detected.
The agreement comes a year after AWS took over a new start-up, Harvest.ai, whose team and alleged technology was used to build Amazon Macie. Macie, which was made available in August 2017, uses machine learning to recognize and keep sensitive data in Simple Storage Service (S3) and warns about abnormal behavior.
AWS touted the shared responsibility model long ago to ensure the safety of the underlying infrastructure, but this model forces its customers to lock everything they build on the AWS cloud. Over time, the company has added important security features, such as key management and identity federation, to make greater use of corporate IT services, not just startups and industries.
Over the past two years, AWS has added many security tools to address security issues and track data: Amazon Cloud Directory, Amazon Inspector, AWS Single Sign-On, AWS Shield, AWS IoT Device Defender, and Amazon GuardDuty. AWS has also updated some of its default settings to prevent embarrassing exposure to sensitive data when customers leave their S3 buckets open to the public.
Despite these efforts, one of the biggest criticisms of AWS cloud security was the incoherent nature of the various tools. Sqrrl can help to meet this short waiting time, which is especially important because Microsoft has made a leap forward in this area in many ways, Prendergast said. For example, Microsoft has integrated detection and threat detection tools into Office 365, Windows Defender Advanced Threat Protection, and as components in Azure Security Center.
"Microsoft has introduced many security chips this year to ensure that customers get defense and depth and make decisions about multiple layers of infrastructure, while Amazon is able to view each layer individually and not bring everything together - a holistic application", he said.
Sqrrl, a start-up for security, confirmed this week that it had been taken over by Amazon and would be integrated with AWS. The Cambridge, Massachusetts-based company has its roots in the NSA and focuses on threat detection, hunting and incident response, based on the growing trend of security analysis.
Rumors about the matter are circulating since December when it was reported by Axios. AWS did not publicly confirm the agreement, but this report indicates that the agreement was about $ 40 million. According to Prendergast, co-founder and CEO of Evident.io, a cloud security and compliance company in Pleasanton, the deal works well for Amazon because of the relatively low price and Sqrrl's experience with large sets of data. , California
"Sqrrl is a leading candidate for the integration of GuardDuty, Amazon's internal response and telemetry security team to provide customers with a threat warning," he said. "It seems a natural and logical process to offer and provide better security services over time."
GuardDuty, which became available last November, is the AWS threat detection service that provides alerts based on the intelligent assessment of its own network. Sqrrl can help improve this service with more advanced answers once the threats are detected.
The agreement comes a year after AWS took over a new start-up, Harvest.ai, whose team and alleged technology was used to build Amazon Macie. Macie, which was made available in August 2017, uses machine learning to recognize and keep sensitive data in Simple Storage Service (S3) and warns about abnormal behavior.
AWS touted the shared responsibility model long ago to ensure the safety of the underlying infrastructure, but this model forces its customers to lock everything they build on the AWS cloud. Over time, the company has added important security features, such as key management and identity federation, to make greater use of corporate IT services, not just startups and industries.
Over the past two years, AWS has added many security tools to address security issues and track data: Amazon Cloud Directory, Amazon Inspector, AWS Single Sign-On, AWS Shield, AWS IoT Device Defender, and Amazon GuardDuty. AWS has also updated some of its default settings to prevent embarrassing exposure to sensitive data when customers leave their S3 buckets open to the public.
Despite these efforts, one of the biggest criticisms of AWS cloud security was the incoherent nature of the various tools. Sqrrl can help to meet this short waiting time, which is especially important because Microsoft has made a leap forward in this area in many ways, Prendergast said. For example, Microsoft has integrated detection and threat detection tools into Office 365, Windows Defender Advanced Threat Protection, and as components in Azure Security Center.
"Microsoft has introduced many security chips this year to ensure that customers get defense and depth and make decisions about multiple layers of infrastructure, while Amazon is able to view each layer individually and not bring everything together - a holistic application", he said.
When you get to the cloud [SIM data] come and go so quickly, so if you're a security team you've got to resolve that in a hybrid environment.
Sunday, January 21, 2018
Amazon and Nvidia are hiring people to cozy up to health VCs
Amazon Web Services CEO Andy Jassy in an interview with Jon Fortt of CNBC at the 2017 AWS re: Invent conference in Las Vegas.
Networking with health venture capital firms is now a full-time job.
Amazon Web Services and Nvidia have job postings for people who can network with health investors from elite companies.
In the case of Nvidia, this means funds like Venrock, which is specifically mentioned. The AWS list does not verify by name the companies in its list of jobs, in favor of letting its future locate identify "VC's appropriate to target."
The idea behind these hires seems to be to build relationships with investors and their portfolio companies, so they make a quick decision to buy AI chips and Nvidia or AWS services over others. Cost conversion at a later stage of the business life cycle is labor intensive and expensive.
The idea is not new: high-tech companies have established networks with venture capitalists and start-up acceleration programs for years.
But the health care angle is interesting because traditional technology companies have not generally paid much attention to health.
"What's different today is that they recognize that health care accounts for about one-fifth of GDP and that they need a specific strategy to grow rapidly in this sector," said Venkat Mocherla. , responsible for business development at Qventus. up that uses artificial intelligence tools to speed up the operations of the hospital.
Sunday, January 14, 2018
Amazon's aggressive poaching tactics in Israel have start-ups threatening to abandon AWS
Amazon's aggressive striker tactics in Israel shocked the country's start-up community and prompted some companies to abandon Amazon's cloud service as retaliation.
Shai Wininger, the co-founder of Lemonade, a start-up for insurance that raised $ 180 million, took his frustration on social media, wrote several posts on LinkedIn and Facebook about the poaching activity of Amazon.
"We have just learned that Amazon is actively targeting and testing Lemonade Inc. employees," Wininger writes on LinkedIn. "I wonder if their idea is to support the startup ecosystem - reconsider Amazon AWS."
Wininger later followed and said that the poaching by Amazon's customers, such as Lemonade, is a "breach of trust". He added that the "amount of obscene money" offered to steal his employees could damage the entire Israeli start-up market.
Wininger wrote in a separate Facebook post: "Game on! Werner Vogels FYI", marks Vogels, Amazon's chief technology officer.
Wininger's complaint is the latest proof of the growing tension between Amazon and emerging technology companies. Last year, Amazon thwarted a number of startups after releasing a product that looked and functioned almost as a device manufactured by Nucleus, one of the Alexa Fund portfolio companies. It can also paralyze Amazon's efforts to broaden its presence in Israel, a start-up powerhouse with some of the world's best technical talent.
Although Wininger's messages are gaining popularity, Birds has left a comment below, indicating that he does not support Amazon's poaching by his customers.
"Let me take a dip here," Vogels wrote in the Facebook section posting comments. "It can be a sourcing agency compared to Amazon, and I notice that sourcing from our customers is extremely counter-effective."
Talent War
Amir Konigsberg, CEO of the Tel-Aviv-based start-up company Twiggle, said the problem is not necessarily about the theft of start-ups by Amazon, but rather about the aggressive nature of syrups.
He pointed out that Amazon had "systematically" been in contact with groups of employees working on specific projects in start-ups, which threatened to lose one team at a time. Konigsberg, who previously led Google's expansion to Israel, said that Amazon is much more aggressive than other multinational companies such as Google or Facebook.
"The talent war is going well, but you have to remain respectful," said Konigsberg, adding that Amazon is damaging its relationship with the rest of Israel's technical community. "It is very important to keep a balance in the way you operate: Apple, Google and FB all have a lot of money, but you have never seen such complaints about them."
The biggest problem for Amazon is that it can hurt itself.
In the comment section under Wininger, a number of Israeli start-up CEOs said they are considering other cloud providers because of Amazon's actions. This would add to the flow of companies avoiding AWS, a group that includes a number of large-box retailers such as Walmart, Target and Kroger.
"We spend almost $ 2,000,000 a year on AWS, but Amazon recruiters are aggressively trying to trick our TLV developers," said Liad Agmon, CEO of Dynamic Yield, Tel Aviv. "This is a data point that I consider seriously as part of our internal debate, whether we stay with Amazon or go to Google Cloud."
Once reached to comment, Amazon said it did not recruit by focusing on employees of a specific company or a specific customer.
"We have many open positions around the world and hire talent based on work-related skills and expertise, not from the current employer," Amazon said in a statement.
"Although we have employees who leave Amazon for other companies and vice versa, we have not built the kind of customer base that we have by specifically targeting our employees to hire customers - we focus our attention on helping our customers to get big business. create. "AWS."
Given the enormous share of Amazon in the cloud space, it is difficult to imagine that this will have a material impact on AWS. But at least by opening the door for competitors to offer better offers, just like a commercial Google Cloud LinkedIn.
"Google Cloud would like to have you - send me a message", wrote the Google representative under Wininger.
Thursday, January 4, 2018
AWS, Google, and Microsoft promise their clouds are mostly protected from processor flaw
Amazon Web Services, Microsoft, Google, and other cloud providers inform customers that they may experience downtime and performance degradation as a result of an urgent effort to correct critical errors found in many computer processors.
The errors, known as Specter and Meltdown, were revealed today after a report by The Register. They are caused by microprocessor design issues that could potentially allow malicious code to read the contents of a computer's kernel memory. These issues greatly affect the Intel chips that power the overwhelming majority of servers in the cloud running, but other processors, including some designed by AMD and Arm, appear to be affected.
These three major cloud providers have revealed to users that some of them were cryptographically informed about the downtime scheduled late last year as part of the first efforts to implement patches for counter the error. These efforts, initially silent and progressive, have accelerated after the official disclosure of the errors today.
AWS stated in a statement that the overwhelming majority of instances of virtual machines running in its fleet are protected, and the rest receive updates within hours of this notification. Google has already updated its G Suite productivity service and cloud platform to protect users. Microsoft said most of its Azure infrastructure has been updated to protect itself from vulnerabilities, but some customers will still have to spend some time to protect themselves.
However, the owners of the platforms that update the underlying infrastructure on which their clients' workloads are running are only half the battle: users will also need to update their operating systems . Microsoft is expected to release patches for Windows as part of its next patch cycle on Tuesday, as other operating systems remove patches.
Customers can see slowdowns with their workloads because the root cause of the problem is related to speculative execution, a technique used by processors to improve performance. The Microsoft blog said that most of its customers should not see a significant impact on the performance of updates implemented to mitigate errors, but some will see degraded network performance.
The errors, known as Specter and Meltdown, were revealed today after a report by The Register. They are caused by microprocessor design issues that could potentially allow malicious code to read the contents of a computer's kernel memory. These issues greatly affect the Intel chips that power the overwhelming majority of servers in the cloud running, but other processors, including some designed by AMD and Arm, appear to be affected.
These three major cloud providers have revealed to users that some of them were cryptographically informed about the downtime scheduled late last year as part of the first efforts to implement patches for counter the error. These efforts, initially silent and progressive, have accelerated after the official disclosure of the errors today.
AWS stated in a statement that the overwhelming majority of instances of virtual machines running in its fleet are protected, and the rest receive updates within hours of this notification. Google has already updated its G Suite productivity service and cloud platform to protect users. Microsoft said most of its Azure infrastructure has been updated to protect itself from vulnerabilities, but some customers will still have to spend some time to protect themselves.
However, the owners of the platforms that update the underlying infrastructure on which their clients' workloads are running are only half the battle: users will also need to update their operating systems . Microsoft is expected to release patches for Windows as part of its next patch cycle on Tuesday, as other operating systems remove patches.
Customers can see slowdowns with their workloads because the root cause of the problem is related to speculative execution, a technique used by processors to improve performance. The Microsoft blog said that most of its customers should not see a significant impact on the performance of updates implemented to mitigate errors, but some will see degraded network performance.
Wednesday, December 6, 2017
How AWS is rotting the buyer’s brain with sprawl
AWS re: Invent 2017 has become one of the most important technology events of the year, reaching 43,000 participants with sessions spread across six sites two miles along the Las Vegas Strip.
However, this carnival in the cloud is not only physically overwhelming. The never-ending stream of product announcements, feature enhancements and partnership agreements, as well as a series of secondary news from hackers in the cloud ecosystem exploiting the vast re: invent advertising, it's impossible to digest everything that happens, especially if you're in the middle of the noise and concussion that amplifies only the background noise of Las Vegas.
The 61 product announcements in 15 service categories demonstrate that AWS is trying not to allow customers to want, but overall they only worsen the complexity of the cloud and the herculean task of incorporating AWS services in the Conceptions and IT Strategies application.
It's hard to blame a company for publishing too many products and updating them too quickly. However, this can lead to a family problem for consumer product companies, namely the overload of choice.
The presence of choice can be attractive as a theory, but in reality, people can find more and more options to be truly debilitating.
The problem of choice is related to the information overload in which,
Having more options to choose from within a category will probably make the choice difficult because the differences between attractive options are reduced and the amount of information available about them increases.
In any case, AWS services are considered to be complicated problems that contain technical details, documentation, and relevant information.
Product strategy: see what sticks
AWS 'penchant for adding services and features shows its lineage as a technology arm of Amazon, a consumer goods retailer that aims to have something for everyone.
According to one measure, Amazon directly carries more than 12 million products, a number that is inflated nearly 30 times by including items from sellers in the market. Although having a lot of options when buying a TV or a pair of shoes is good, it can be confusing and counterproductive when it comes to selecting a VM instance or base. data.
Curatorship is a strange concept on Amazon, and as evidenced by the explosion of services, AWS. The problem is that the customer experience of a retailer versus a technology service provider is defined by different factors.
Making AWS a flea market that satisfies all the quirks of long-standing customers hampers the most important goal of guiding users and especially the large corporations that AWS wants to conquer their vision of a cloud-based future .
The problem of product overload is rampant in the technology industry, where it's easy to create custom references for every need. Product expansion starts with the best of intentions, more in line with the needs of each customer segment, but this strategy has unintended consequences. Buyers end up being confused as product development and marketing resources become diluted and compete for resources.
As a cloud watcher observed, Steve Jobs faced that when he returned to Apple. According to the biography of Walter Isaacson, he immediately began to reduce his portfolio by focusing on one product in each of the four segments.
A partner of the management consulting firm Bain describes the "defeat" of the proliferation of products in this way,
However, this carnival in the cloud is not only physically overwhelming. The never-ending stream of product announcements, feature enhancements and partnership agreements, as well as a series of secondary news from hackers in the cloud ecosystem exploiting the vast re: invent advertising, it's impossible to digest everything that happens, especially if you're in the middle of the noise and concussion that amplifies only the background noise of Las Vegas.
The 61 product announcements in 15 service categories demonstrate that AWS is trying not to allow customers to want, but overall they only worsen the complexity of the cloud and the herculean task of incorporating AWS services in the Conceptions and IT Strategies application.
It's hard to blame a company for publishing too many products and updating them too quickly. However, this can lead to a family problem for consumer product companies, namely the overload of choice.
The presence of choice can be attractive as a theory, but in reality, people can find more and more options to be truly debilitating.
The problem of choice is related to the information overload in which,
Having more options to choose from within a category will probably make the choice difficult because the differences between attractive options are reduced and the amount of information available about them increases.
In any case, AWS services are considered to be complicated problems that contain technical details, documentation, and relevant information.
Product strategy: see what sticks
AWS 'penchant for adding services and features shows its lineage as a technology arm of Amazon, a consumer goods retailer that aims to have something for everyone.
According to one measure, Amazon directly carries more than 12 million products, a number that is inflated nearly 30 times by including items from sellers in the market. Although having a lot of options when buying a TV or a pair of shoes is good, it can be confusing and counterproductive when it comes to selecting a VM instance or base. data.
Curatorship is a strange concept on Amazon, and as evidenced by the explosion of services, AWS. The problem is that the customer experience of a retailer versus a technology service provider is defined by different factors.
Making AWS a flea market that satisfies all the quirks of long-standing customers hampers the most important goal of guiding users and especially the large corporations that AWS wants to conquer their vision of a cloud-based future .
The problem of product overload is rampant in the technology industry, where it's easy to create custom references for every need. Product expansion starts with the best of intentions, more in line with the needs of each customer segment, but this strategy has unintended consequences. Buyers end up being confused as product development and marketing resources become diluted and compete for resources.
As a cloud watcher observed, Steve Jobs faced that when he returned to Apple. According to the biography of Walter Isaacson, he immediately began to reduce his portfolio by focusing on one product in each of the four segments.
A partner of the management consulting firm Bain describes the "defeat" of the proliferation of products in this way,
Monday, November 13, 2017
KVM? Us? Amazon erases new hypervisor from AWS EC2 FAQ
Amazon Web Services has silently edited your frequently asked questions, revealing that you have created a new KVM-based hypervisor and will use it instead of Xen for future instances.
The web page contains no mention of the hypervisor. But saving the page in Google's cache does. And in case AWS cleans it, we take this screenshot and screenshot of the now modified page.
If you can still see references to the new KVM-based hypervisor in Amazon dotcoms, then you will see a cached copy: the information disappears. The Internet Archive took a snapshot of the site on Wednesday and could not find a word on KVM development. From computers in California, Australia, and Europe, we can only see the version of frequently asked questions that has been removed from the new custom hypervisor. And our contacts in the industry have also seen the change.
Amazon's announcement of its new C5 instances still mentions a new hypervisor. We covered this screen, here too, and here, in case AWS would put it in the hole of memory.
Why did Amazon do that? The company is already marked and wants to talk about its hypervisor later this month at its conference re: Invent. We suspect that this does not mean that the hypervisor information was made public before that date. With luck, all concerned have maintained their work.
And now, a confession: the recording hackers were very excited when we discovered the new hypervisor, and we missed one or two details that we have now noticed by rereading the frequently asked questions. For starters, it seems like the new hypervisor is about server support with NVMe. Running virtual machines will boot from EBS volumes using an NVMe interface, instead of the emulated IDE device used in the AWS Xen implementation.
More proof that they are flashy servers: AWS also states that "most applications will work the same way with Xen and the new EC2 hypervisor, provided that the operating system has the necessary support for the networks ENA and NVMe storage. "
Speaking of Xen, he is not completely out of the immediate plans of AWS, because the company says that "in the short term, certain types of new instances will use Xen according to the requirements of the platform."
But the long-term prospects for the hypervisor are bad because AWS says that "all new instance types will use the new EC2 hypervisor."
We asked AWS to explain its hypervisor strategy and the Linux Foundation, which oversees the Xen project, to comment on the loss of its most important user. If any of you respond, we will inform you of your offers. ®
The web page contains no mention of the hypervisor. But saving the page in Google's cache does. And in case AWS cleans it, we take this screenshot and screenshot of the now modified page.
If you can still see references to the new KVM-based hypervisor in Amazon dotcoms, then you will see a cached copy: the information disappears. The Internet Archive took a snapshot of the site on Wednesday and could not find a word on KVM development. From computers in California, Australia, and Europe, we can only see the version of frequently asked questions that has been removed from the new custom hypervisor. And our contacts in the industry have also seen the change.
Amazon's announcement of its new C5 instances still mentions a new hypervisor. We covered this screen, here too, and here, in case AWS would put it in the hole of memory.
Why did Amazon do that? The company is already marked and wants to talk about its hypervisor later this month at its conference re: Invent. We suspect that this does not mean that the hypervisor information was made public before that date. With luck, all concerned have maintained their work.
And now, a confession: the recording hackers were very excited when we discovered the new hypervisor, and we missed one or two details that we have now noticed by rereading the frequently asked questions. For starters, it seems like the new hypervisor is about server support with NVMe. Running virtual machines will boot from EBS volumes using an NVMe interface, instead of the emulated IDE device used in the AWS Xen implementation.
More proof that they are flashy servers: AWS also states that "most applications will work the same way with Xen and the new EC2 hypervisor, provided that the operating system has the necessary support for the networks ENA and NVMe storage. "
Speaking of Xen, he is not completely out of the immediate plans of AWS, because the company says that "in the short term, certain types of new instances will use Xen according to the requirements of the platform."
But the long-term prospects for the hypervisor are bad because AWS says that "all new instance types will use the new EC2 hypervisor."
We asked AWS to explain its hypervisor strategy and the Linux Foundation, which oversees the Xen project, to comment on the loss of its most important user. If any of you respond, we will inform you of your offers. ®
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