Azure - Interconnected

September 27, 2020: Facebook, OpenAI & Microsoft, Germany, Apple, Huawei

This issue covers the period between September 21 - 27, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: ByteDance• Azure• Oracle•

What is TikTok Worth to Whom and Why?

There is no doubt that geopolitics is a major driver of TikTok’s fate in the United States. But if and when it does get sold, it’s still a multi-billion dollar transaction that has to make some business sense. I have written quite

Topics: Blockchain• Azure• ByteDance•

August 23, 2020: Crypto, TikTok, JEDI, Zoom, Pinduoduo, Gitee

This issue covers the period between August 17 - 23, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: AI• Azure• Meta•

GPT-3: An Abstraction of Time vs Money

Hype or not, GPT-3, OpenAI’s newest natural language AI model, has been percolating in the back of my mind ever since it was announced two months ago [https://openai.com/blog/openai-api/]. This post will be some open musing of what I think

Topics: AWS• Azure• JEDI•

AWS vs Azure: Return of the JEDI?

You may have come here because of the “clever” title, but I promise you this is a serious analysis of the ongoing saga around the U.S. Department of Defense’s (DoD) massive cloud computing contract, JEDI [https://en.wikipedia.org/wiki/Joint_Enterprise_

Topics: Cloud Industry• Azure• AWS•

Azure Cracks, AWS Strong: COVID-19 Stress Tests the Cloud

One of the most frequently discussed topics related to COVID-19’s multi-dimensional impact is the dramatic increase in “work from home” (WFH). A popular extension of that discussion is the various tools, applications, and technologies that are being used to make work from home.

Topics: Cloud Industry• Alibaba• AWS•

Stress Test the Cloud: Alibaba Cloud, AWS, Azure, GCP

I’ve been writing a lot about the public cloud industry lately. In my previous two posts, I touched on Alibaba Cloud’s earnings vis-a-vis [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] Microsoft’s Azure and Google’s GCP to assess their relative size, and a fairly

Topics: Cloud Industry• AWS• Azure•

Where Are The Data Centers: AWS, Alibaba Cloud, Azure, GCP

Earlier this week, I wrote about [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] whether Alibaba Cloud should be ignored in the larger cloud computing industry conversation, when its growth and earnings are comparable to that of Google Cloud Platform (GCP). A public cloud is an extraordinarily complex,

Topics: Alibaba• Cloud Industry• Azure•

Alibaba Cloud: The Ignored Cloud

In the cloud computing industry, the companies that get mentioned the most are the so-called “big three”: Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP). Alibaba Cloud is usually ignored in the cloud chatter in mainstream U.S. business media,