Facebook’s recent investment and partnership with Jio Platforms was met with a great deal of media and industry excitement. This move was widely touted as a coming of age of Digital India. The largest US tech companies such as Facebook, Google, Microsoft are looking to expand their global fortunes in the new digital economic frontier that is India with its 1.32 billion large consumer market. What is really at stake here and what does it mean in the broader context of India’s economic digitization?
July has been a watershed month for AT&T as it enters into two major “cloud deals”, one with Microsoft and another with the newly merged IBM and Red Hat. At first glance, the two deals seem oddly contradictory – a collision of proprietary Microsoft cloud (although about half of Azure workloads run on top of Linux) with open source cloud from the combined IBM and Red Hat. But why two cloud deals? What makes them different? What does it mean for the companies involved?
Since the term “Cloud Computing” was coined, CSPs (Communications Service Providers) have had a tremendous challenge developing viable cloud capabilities and offerings for their enterprise clients that compete with emerging digital infrastructure players such as Amazon Web Services and Microsoft Azure. With 5G on the horizon it is ever more critical that traditional telco operators find their cloud mojo lest current cloud leaders and new intermediary entrants make a move to the middle to take the great 5G promise away from them.
Yesterday, Apple hit a major valuation milestone becoming the first $1 trillion public company. Many Wall Street analysts and market pundits are calling it an important milestone. Well, apparently Tim Cook doesn’t think so. But it is a time to reflect on how the investor community and Wall Street have gotten Apple wrong consistently for quite some time. And they continue to get Apple wrong as they continue to characterize Apple as an iPhone company or a consumer product company, or a hardware company.