Take a Network Break! Grab a coffee, a doughnut and then join us for an analysis of the latest IT news, vendor moves and new product announcements. We’ll separate the signal from the noise–or at least make some noise of our own.
This week sponsored by Viptela – Software Defined Overlay WAN that delivers 10x increase in capacity at half the cost.
Special Event- Viptela is sponsoring a Night of Nerdery with Packet Pushers on Wednesday May 13th during ONUG conference. Its free to attend but you must register in advance.
Amazon AWS Results Surprise who ?
Amazon divulged that AWS had booked $1.57 billion in revenues across all of its infrastructure and platform services, which was a 49.1 percent increase over the year-ago period. The AWS business also had an operating profit of $265 million in the first quarter, up 8.2 percent from the first quarter of 2014. Amazon only provided five quarters of financial information for AWS in its presentation, and that shows that the company has not had steady sequential revenue growth but has grown both revenues and operating profit for AWS year-on-year in all of those five quarters.
$1.5B per quarter, growing at 8–10%, $5B runrate
AWS had a whopping $6.98 billion in assets, which is the combination of property, equipment, and accounts receivable, through the end of December, up 81.8 percent from the $3.84 billion in assets it had as 2013 came to a close.
30 per cent of servers, storage and switches now sold to clouds
As that chart shows, Cisco, EMC and ODMs are doing very well indeed out of this cloud caper, be it private or public, while IBM, HP and Dell are picking up the occasional table scrap. If correct, this analysis suggests Cisco and EMC are doing very well on the strategy front. The former has made lots of noise about the internet of things, and IDC reckons the growth in cloud infrastructure is driven by the internet of things, which creates a need for large-scale, highly automated rigs. EMC’s got lots of irons in the fire when it comes to data centre automation and private cloud.
RSA Conference ?
IDC Reveals Datacenter Predictions for 2015
The Predictions Web conference series and accompanying IDC FutureScape reports are designed to help company leaders capitalize on emerging market opportunities and plan for future growth.
Lower pricing on Networking Silicon ?
TSMC has been leading manufacturer in high end silicon, and Samsung has caught up in particular 14nm fabrication. While I believe that networking silicon is moving from 40nm to 20nm processes, competition to for spare capacity which should lower the unit costs of networking silicon which is incidental to the overall market.
“TSMC’s monopoly on leading edge has been broken thanks to Samsung’s successful ramp of 14nm with current yields exceeding 70%,” said Mehdi Hosseini, an analyst with Susquehanna International Group. “Samsung has effectively become as good as TSMC at 14nm while offering a much lower ASP per wafer.”