IBM's revenue from cloud computing will likely double in 2011 and increase substantially again in 2012. Revenues from Brazil, Russia India, and China will likely increase 25% or more this year, as well. Microsoft is becoming a leader in the cloud computing space. Click here to learn more about the future of cloud computing with IBM and Microsoft.
Like most US businesses, the US Government cannot afford to look at the cloud as source of substantial savings. This New York Times article does a great job of putting this into perspective. Click here to learn why it is inevitable that the US Government embraces cloud computing.
Some think HP is way oversold. This may be the time to take a hard look at this legendary company and the reasoning behind several recent anncoucements. To learn more and start the process, click here.
None of the fundementals of cloud computing have changed despite the wild swings in the stock market. Many well known high value companies have gone on sale including EMC, VMWare, Google, and NetApp. Click here to see the values.
First Trust debuted an exchange-traded product designed to give investors exposure to the cloud computing industry, and investors responded to the fund with record trading volumes. Somebody likes this idea. Click here to learn more about investing in cloud computing through this unique ETF. Curated by Kyle Brown.
Microsoft continues to commit billions of dollars to the proliferation of cloud computing by investing directly in their own infrastructure and that of partners. The issue with partner investments is how will it impact the overall value of Microsoft as a stock. Click here to learn more about Microsofts partner investing plans. Curated by Kyle Brown.
Gartner is projecting that the Cloud Services Brokerage (CSB) market will be worth over $100B by 2015, and will be the fastest growing segment within cloud computing overall. You need to understand this for many reasons. It's big for one and it is the direction of companies like Verecloud (VCLD.OB). Click here to learn why this is going to be very big! Curated by Kyle Brown.
Why I will still be investing. I know prices are higher than the norm right now. I am confident they will be lower at some point on a relative basis. But as an investor you cannot simply sit out period of great innovation. As Fred Wilson once pointed out to me, he invested in both Twitter & Tumblr during a high-valuation period.
Teresa Lunt, VP and director of the computing science lab at PARC, showed off a new networking technology dubbed Content-Centric Networking (CCN) at GigaOM’s Structure conference in San Francisco today. Content is automatically encrypted and cached all over the network, and queried by name and description. “Information is self-organizing, and you don’t have to search for it,” explained Lunt. Think of it like a giant, autonomous mesh network of data. “With today’s network, data moves explicitly,” Lunt said.