We have a lot to cover from the month of May! Big tech is under investigation (again), Salesforce capitalizes on their strengths by debuting a low code blockchain platform, and much more. Read on for everything you might have missed in May in the world of cloud computing.
The rumblings around breaking up big tech increased in volume last month when the news broke that the Justice Department and Federal Trade Commission are preparing potential antitrust investigations into Google, Apple, Amazon, and Facebook. I’ve written about the topic of breaking up big tech in the past—pointing out that most politicians are focused more on the consumer arms of these businesses, which is really only the tip of the iceberg. This isn’t the first time many of these organizations have been under independent investigation, but a concurrent investigation into these four tech giants would be unprecedented. If investigations do proceed, it would likely be years before any decisions were made, but the outcome could potentially be significant—ranging from fines to actually breaking up some of these large organizations. The latter could be seriously impactful for Amazon and Google who use their own in-house cloud platforms to host their other services. For example, what would Amazon look like if they had to split AWS from Amazon eCommerce? AWS is already the biggest contributor to Amazon’s revenue, and imagine the monthly bill that Amazon eCommerce would rack up if they had to pay AWS! The tale of Google is very different, with ad revenues bringing carrying most of the load… would Google Cloud Platform be able to survive on its own? Unlikely. Whatever comes out of these decisions will shape the future of tech for the next several decades.
Salesforce announced a private preview of a new low code development platform that is based on blockchain. I couldn’t have invented a more click-worthy headline if I tried. The concept of “low code” or “no code” development is a compelling one, and lends itself well to a few specific use cases, namely department and line of business self-service. Maybe it’s for a finance team looking to do a quick integration between their point solutions, or a customer success team looking to improve customer engagement, both of which can quickly solve problems without burdening developers. That’s why it makes so much sense for Salesforce to release a low code platform, since their CRM is so heavily used by the types of departments and teams that can benefit from low code the most. And the fact that it's based off blockchain, that’s just gravy.
It's no secret that I like to poke fun at Oracle. They just make it so easy. I’ve been predicting for about a year now that Oracle is on the verge of throwing in the towel in their quest to beat out AWS in the IaaS wars. I doubt they will exit the public cloud space all together, but they’ll eventually realize they’re better off competing in the realm where they are already strongest—databases and business applications. The first clue that something was amiss came last June when Oracle changed how they reported on cloud revenue. Another hint came last month with reports that Oracle had laid off hundreds of employees from their Seattle office, which reportedly mainly housed their public cloud teams. Is Oracle already stepping back from trying to compete with AWS in IaaS? The recent news of Oracle and Microsoft teaming up to go after AWS further confirms this theory, but this is technically June news, so I’ll save further analysis for next month.
VMware announced last month that it was acquiring Bitnami, a company focused on application packaging and delivery in containerized and multicloud environments. The Bitnami application catalog offers up more than 100 different applications that enterprises can consume in any way they choose across clouds, containerized environments, and OS. Some saw this as a signal, along with the recent Heptio and CloudHealth Technologies acquisitions, that VMware is quite serious about transforming itself into a multicloud company.
That wraps up the top cloud computing news in May 2019! Join me next month for the latest and greatest happenings in all things cloud computing.
Last month, Bezos called out Oracle in his annual letter to shareholders, Google made a big bet with Anthos, we learned that big companies have big cloud bills, and a new Facebook data breach creates some tough ethical questions. Click here to read more.
This month the web turns 30! Google has a poorly timed outage, an IT worker goes to jail for wiping out production instances on AWS, and we break down the proposals for breaking up big tech. Click here to read more.
Last month we saw Google get in the game on two fronts with the beta of their on-premises solution and the acquisition of a database migration vendor. Heptio also reemerged as VMware Essential PKS, and I break down the VMware container offerings. Click here to read more.