In Q3, Big Data Meant Big Dollars

Summary:

If the third quarter told us anything, it was that IT M&A activity is alive and well, particularly in the big data space. And we saw more evidence that selling the tools of tomorrow (Hadoop, NoSQL) puts startups in a good position if they follow the right strategy. In the realm of public clouds, Amazon Web Services, Rackspace, Joyent and RightScale rolled out a variety of new features to make their respective offerings as palatable as possible. The internal cloud market was defined by attempts to peddle turnkey solutions addressing users’ needs around multitenancy, provisioning and self-service. And with Amazon, Google, Facebook and Twitter all significantly upping their infrastructure investments, it will be interesting to see what they roll out next. Companies mentioned in this report include VMware, Amazon Web Services, Oracle, Google, Facebook, Rackspace, Puppet Labs, Dell, Intel and more. For a full list of companies and to read the full report, sign up for a free trial.

  1. Table of Contents
  2. About Derrick Harris
  3. About GigaOM Pro
  4. Executive Summary
  5. Public cloud
    1. Another Quarter, Another Round of AWS Improvements
    2. Legal Issues Rear Their Ugly Heads
    3. Mixed Reactions for Government Cloud Computing
    4. Benchmarking Clouds Becomes a Popular Pastime
    5. Broad Approaches to Cloud Security
    6. Special-Use Clouds Begin Popping Up
    7. VMware Grows Its vCloud Footprint
    8. Cloud Standards: Are We Actually Making Progress?
    9. How Big is Cloud Computing? How Big Can it Be?
    10. Elsewhere in the Cloud
  6. Internal Clouds
    1. VMworld Brings More VMware Capabilities
    2. OpenStack: The Anti-VMware?
    3. Cloud Startups Emerge, Evolve and Experience Growing Pains
    4. Cloud Fever Strikes ISVs of All Stripes
    5. Major Vendors Smell Internal Cloud Money, Too
  7. Cloud Services
    1. Google vs. Microsoft vs. the World
    2. Microsoft Makes Its SaaS Move
    3. Salesforce.com … It’s Still Around
    4. The Cloud Storage Options Keep Expanding
    5. Security Comes to Cloud Services
    6. It’s the Age of Everything as a Service
    7. Cloud Services Are Driving Cloud Adoption
  8. Web Infrastructure
    1. Google Rewrites its Legacy Tools
    2. Twitter Is Growing Up Fast
    3. Facebook Experiences Growing Pains, But Still Grows
    4. All This Innovation Costs Money
  9. Data Center
    1. Mark Hurd “Resigns”
    2. Oracle-Sun Integration Taking Shape
    3. Converged Infrastructure is All the Rage These Days
    4. Green IT Gets More Real
    5. The Virtualization Market Gets More Interesting
    6. Whole-Systems Management Draws Attention
    7. If Networking Isn’t Cool Again, It’s Certainly Busy
    8. Dell Continues Improving its Data Center Proposition
    9. HP and IBM Less Active, but Still Busy
    10. Overall, Servers Are Selling Like Mad
  10. Data
    1. Commercial Hadoop Is a Reality
    2. A Bittersweet Quarter for NoSQL
    3. The Data Warehouse Market Catches Fire
    4. The Bidding War for 3PAR Gets Insane
    5. Scale-out Storage Drives Industry Action
    6. Solid-State Drives Infiltrating Everywhere
    7. Where is All this Data Coming From?
  11. Processors
    1. Is the Demise of Traditional Chips Upon Us?
    2. Chip Sales Remain Strong
    3. It’s Good to Be Intel
  12. Networks
    1. Net Neutrality Gets “Knifed in the Back”
    2. Broadband on the Rise Worldwide
    3. Financials
  13. Key Takeaways
  14. Further Reading