Tag Archives: 21Vianet

The first changes

We have arrived at the point of the first changes; the next 12 months will give a much larger view of the consumers and the changes that they are willing to accept. The Huawei P30 Pro is the beginning of this; at $1249 this choice is a lot cheaper than its competitor Samsung $1849 (a difference of 32.5%, whilst the Apple at $1999 will set you back an additional 37.5%, this adds up to a lot! Yet the price is not the issue, the fact that the Huawei now comes without YouTube, Google Maps and Gmail among other software, it also does not feature Google’s Play Store. It is an Android game changer; Huawei has pre-loaded new alternative apps of its own. It was the step we expected, the trade wars with China and the persecution of Huawei and the discrimination against Huawei was actually THAT stupid. Now that we are confronted with the changes we will see a new optional change. When an equal mobile is well over $500 cheaper we see the changes that matter. As the people get accustomed to other apps, apps that replace social media solutions we see a shift of consumers, I personally believe it will be a lager change. I do recommend that there will be an upgraded LinkedIn and a new Facebook available, yet there is a situation where the Asian population in Australia will embrace the Chinese solutions, there is in addition a larger need for affordable phones, so there will be a larger shift. Yes, most will hate being without Facebook, yet the credibility Facebook has lost in the past, the people might just keep these solutions on their laptop/Desktop. Yet there is already word that Facebook, Instagram and WhatsApp would all be available via Huawei’s own store, called the Huawei App Gallery, so all is not lost, but the fact that Google will lose millions of people who will now go via the Huawei App Gallery is almost a given. The BBC (at https://www.bbc.com/news/technology-49754376) also gave us: “He added that the firm had set aside $1bn (£801m) to encourage developers to make their apps compatible, and said more than 45,000 apps had already integrated the firm’s technology. But he did not name any of them“, so $1,000,000,000 to corner a market and get a handle into the Chinese app user market. It will be found and it will create momentum. I changed my mobile less than a year ago, so I have no need to change for now, yet there is every indication that the upgrade to a new Android version will see me change as well and why would I not do that? Perhaps I am part of the population that thinks “Maybe they’re just trying to ride it out in the hope that they eventually get access to those Google services later“, I am most likely on that fence, however when I check the amount of options that I desperately want on my Mobile, I am limited to WordPress and LinkedIn, and they are not essential, merely a nice to have on my mobile. I can do either on a desktop. I am not alone, as thousands will shift from one side to the other month by month, Google will feel the pinch. Consider that there will be a close to immediate shift on YouTube metrics, implying that the Google Ads department will start requiring new metrics to keep their push going, we see a larger impact on Google, it will not be immediate, but it will be there and growing from the beginning, even as Google and the US will debate on how wrong the metrics are, they too realise that the American corporations will see the impact on their business, it will be visible and direct, merely because a war on greed by flaccid politicians and surpassed technologists was stated to be in denial.

The US did not to its homework, it neglected the choirs they have and are now pushing their losses on other markets. Even as we contemplate what the impact of “side-loading” Google’s apps onto the handsets and that phone store staff would advise customers how to do that. They are wondering how it would limit its impact as long as the usage impact remains close to 100%, when that falters a few times the consumers will be offered alternatives that are 100% and that is where we see the shift towards Chinese commerce.

Now that Huawei has been informed on my 5 parts of IP (hopefully bringing me decent funds too), there might be a larger shift as the issues in 5G cybersecurity and propagating 5G commerce is still lacking at least 3 elements, I feel that I will win in the long run. All the players that are behind ‘T-Mobile gets closer to launching nationwide 5G on low-band spectrum‘, I have seen that Sprint, T-Mobile, Vodafone, Telstra, as well as BT have not implemented certain parts and even what they designed lacks certain small business needs, as such I feel a lot more confident on my IP. They had 3 years to look at it and they have the same short minded and shallow approach to business ignoring the Small businesses (a little over 400 million of them) to the larger degree. All elements that were clearly visible moved from the 4G premise of ‘Wherever I am‘, to 5G ‘Whenever I want it‘, that failure alone gives Huawei an additional push. As the numbers rack up towards Huawei and Chinese innovation, we will see a larger change towards the business needs and so far none of the non-Chinese solutions have addressed these changes.

As the Chinese app user market explodes in activities between now and December 2020 we will see a larger shift. With Huawei market share at 19% and Oppo at 9.5%, we see a larger growth towards 5G, as Apple is now declining to 37%, we see that Apple in 5G will lose close to 15% all these parts matter, because it does more than increase the market share for Huawei, it actually gives China a larger option to grow in a few directions that it had no real option to grow in previously, the anti-Huawei steps were THAT stupid and now we start seeing the impact. The only way to stop this is for American brands to start offering their phones at the same price as Huawei is. And that is how we see it, Google took that step and offered the Pixel 3XL at a mere 16% extra and that might be a reason to switch to Google, but in the end the others are now pushing themselves out of the race quicker and quicker.

There is a larger need to consider, as the US is getting its thanksgiving and as we are all facing Christmas (and the Dutch will get Saint Nicholas as well) the consumers will have a limited option, yet an essential need to tickle themselves, when you consider that place, would you accept the $1249 that gives you what you need, or would you spend 37.5% for what others market you towards your needs? When you realise that the essentials can be done on the smaller budget, in a time when budgets are still tight and the dangers of recession remains, can you really afford to spend those hundreds of dollars more?

The bulk of the people I know cannot afford them, they often will accept a more expensive contract, yet in the stage when 5G is about to come, would you really want to tie yourself down? And when all the small business owners realise that the current stage will hurt their business for 2-3 years, would they really want to take that chance when the commerce slice is the one everyone wants, at that point can they tie themselves down?

The first changes are here, but they also signal larger changes towards a stage where commerce will be the deciding factor and the bulk of them merely looked at their needs to sell, they to a much larger degree forget to consider what their consumers needed in the 5G environment, that failure will rear its ugly head soon enough, as I see it, Huawei is finding themselves ready for that shift. In the end that is the third stage of innovation that lazy Americans ignored, I wonder how much that will cost them this time around. As I personally see it, 400 million small business owners was too large a group to leave in the cauldron of non-decisions, yet that is exactly what they did in Europe and the US.

Forbes

So as Forbes gives us ‘Shock New Google Warning For Anyone Buying Huawei Mate 30‘, we see how the writer Zak Doffman gives us (at https://www.forbes.com/sites/zakdoffman/2019/09/20/shock-new-google-warning-for-anyone-buying-huawei-mate-30) “Despite impressive hardware innovation, the media write-ups went straight to the lack of full-fat Android, the lack of YouTube and Gmail and Google Maps, the lack of the Play Store” which opposes the BBC, who did give clear mention and as implied so did Huawei. So there we are, already we see issues with the media bringers. After that we see the barricade “24-hours post launch, the reality of the Mate 30 is firming up. It seems highly unlikely there is any Google workaround” yet the reality is that these users get a first glimpse that it is possible to be without Google on their mobile, we do not have to get bothered every minute on news we did not need. In addition with a functional browser we still get what we need, we just will not get it via an app (for now), and believe me when the numbers start slashing into the Google needs, they will want a workaround as desperately as possible. The writer even ends with: “And so for any of you enamoured with the Mate 30 hardware who can live without Google for an unknown amount of time, maybe this is a risk worth taking” which is at the heart of the matter, not the heart we choose and not the one Google choice, because when the numbers start proving that there is real life after google, those numbers will give growth to an exponential growth of people accepting Chinese apps and accepting non-Google solutions. I feel certain that it will happen, merely because the browser is still going to be there and it will show that there is a larger need in people, even if it is to show that the want to prove that dependency on Facebook and Google is a solution, even if it is a mere point of ego, they want to prove that they are not the slave of their mobile. That alone will be a driving factor as well.

No matter how we slice it, within the next 12 months we will see an almost polarised population, those who want the best and fastest and those who need some Google solution, both will have their own validity and merits, yet in the end as small business owners see that Huawei 5G solutions can cater to both, they get to win and that is the real victory, soon thereafter the US will change the blacklist, the moment that there is a clear invoice to the losses and Google will hold the US government accountable to these tax deductible losses, at that point will we see a strong push to find some middle ground, the US will have to give is with every additional billion dollar loss and market shift towards China. They basically have no options left, their inability to deal with Iran is one view, their inability to deal with Syria is a second stage of evidence, and within the next 12 months we will get several other pieces of evidence get released to the larger audience. And that is not the end of it, as the cases regarding Pacific Gas and Electric Company, Purdue Pharma, OrbCare, Insys Therapeutics Inc and their bankruptcy issues are rising, they matter to the regard that the US government is seeing the pinch from 3 directions at present, and that is only whilst California is able to keep its head above the waterline. All these impact are also the impact on 5G propagation, installation and implementation. When you doubt that, consider the Government tech source hat gave us “5G won’t roll out to much of Southern California for a few more years, but companies such as Verizon and AT&T are beginning to install the necessary infrastructure, including those small cells pole by pole, across the region” last April, the fires and other calamities only made things harder, so whilst we see the FCC stepping in, we only see more hindrance for these people, not less and that is the impacting issue from Pasadena to Huntington Beach, and that is only the most visible one. The infrastructure is getting a second hit as we are shown that “the Federal Communications Commission is now restricting how much cities can charge the companies to install equipment: $500 for up to five cells, $100 a cell after that and a $270 annual access fee for each cell“, it is a loaded issue no matter how you slice it and whilst they are trying to figure out how to resolve it, the truth of the matter is that Huawei had this issue solved already and that is how California (and other states) end up getting limited 5G for 2-3 years, all whilst the Huawei case is growing more and more outside of the USA. It is a situation where the technology is not up to scrap and the diminished amount of funds available allows for no alternatives either; now add to this the consumers shifting to some degree away from Google who relies on Google Ads more and more and a near perfect storm is created, a storm that slams the US and gives growth upon growth to China and Chinese interests.

As the EU is accepting Huawei and as Huawei is now embracing a shift towards cloud systems, and as it grows the needs, and sets the growing stage towards 21Vianet, we see a much larger shift and in all this, the first changes brought a push in directions we never considered before. It was only a day ago when Microsoft President Brad Smith requested that the United States should end its blacklisting of Chinese giant Huawei Technologies, we might not realise it, yet the changes allowed for Huawei to look into a partnership with 21Vianet, which will directly impede Microsoft Azure business that is not in Chinese hands (outside of China), in this stage 21Vianet will have a direct option to offer services to European players, as it will not be their solution, but a Huawei solutions and the group of small businesses that are in Europe (a nice slice of 400 million companies) they too will select ‘the other’ Chinese solution. All instigated by a Huawei war that was not based on facts or on reality, it was to address the need of greed and now that it bites back, the US will find itself at the dinner table where only humble pie is to be served. When they buckle (and they will) the shift becomes larger and faster, because at that point the consumers will have the additional questions that will be met with denial on every level conceivable.

Huawei would need to do one additional thing to make that wave a lot larger, I wonder if they will do just that before the end of this year.

 

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Focal points

I am in a slightly darker stage, I got there myself and I will get myself from it as well. The first issue is the United Nations,

The Yemeni Jam

I never considered that I would one day be ashamed of the existence of the United Nations. The article (at https://www.theguardian.com/world/2019/sep/05/australia-may-be-complicit-in-war-crimes-if-it-supports-saudi-led-coalition-in-yemen-un) gives us: “a Saudi-led coalition that has starved civilians, bombed hospitals and blocked humanitarian aid as tactics of war, may be complicit in war crimes“, I will not go any deeper into it, as I reported on this in my article: ‘Unemployed or UN employed?‘, (at https://lawlordtobe.com/2019/09/04/unemployed-or-un-employed/), so doing that again is just doubling up (there is more in the article as well). The media has not released that report yet and I will dig into that one deep the moment I can. Part of this problem was given to the people by the Human Rights Watch in an article giving us: “The May 2019 report of an independent investigation by a Guatemalan diplomat, Gert Rosenthal, raised serious concerns about the UN’s handling of the human rights crisis in Myanmar. The secretary-general should promptly carry out reforms to prevent what the report called the recurrence of the “systematic” failures and “obvious dysfunctional performance” and to ensure individual accountability for those failures“, the problem is larger, even as the articles are all about showing just how exposed the allies of Saudi Arabia are, the word ‘Iran’ is only seen twice in the entire article. There are a multitude of acts that Iran is involved in and they do not reach the media to the largest extent, the unmentioned actions by Hezbollah in Yemen are cause for further worry in all this. Even as we get ‘The UN leadership has taken an important step to learn from its failures in Myanmar‘, we see only a part; the failure of the UN is seen all over the Middle East. Yemen, Syria, Jordan are only three of the places where UN actions fall short, or better stated they fall far too short.

Let’s also see the larger issue, the UN needs more resources and it needs the ability to act, both are presently in short supply. It is important to see that the entire matter is larger than presented, there are more issues. This does not absolve the connected parties, but the accusations become one-sided. There was enough doubt on some of the accusations against Saudi Arabia, but not all accusations are without merit, they need to be looked into, yet in that same setting there is an abundance of issues on the opposing sides to the Saudi coalition, less than 10 hours ago houthi forces fired a ballistic missile into Saudi Arabia, it never got that far and crashed in the al-Safraa region, as well as in Saada (both Yemeni), yet that is a part that does not make the news, in addition, the established fact that houthi forces have no options to create the ballistic missiles imply that Iran is still delivering them and a lot of that had not been mentioned by the media, and as such I want to get my fingers on that UN Report (especially after seeing that essay from Agnès Callamard).

The Conveyance of GGGGG

We see that the US s still playing its trade war game and it found a new tool. That tool is named Poland. Now, let’s be fair, any nation can use whomever or whatever they desire, need or demand to get their business done and there is nothing out there that Huawei is the only player, because they are not.

So why did I call them a tool?

That part is seen in a news article that gives us: “It was signed by U.S. Vice President Mike Pence, who’s visiting Warsaw for a ceremony commemorating the 80th anniversary of World War II, and Poland’s Prime Minister Mateusz Morawiecki. “We believe that all countries must ensure that only trusted and reliable suppliers participate in our networks to protect them from unauthorized access or interference,” according to the declaration, which doesn’t single out China or any companies“, you do not send the Vice President to Poland to implement a 5G solution, you do not send that man to introduce new technology; this was done. The article is all about implied and accusation towards Huawei on “prevent the Chinese Communist Party from using subsidiaries like Huawei to gather intelligence“, which still has not been proven after a few years and the one issue from 2011 was settled and adjusted for. In addition to all this, Mike Pence comes across as an absolute hypocrite when we see “using subsidiaries like Huawei to gather intelligence“, whilst places like Facebook have been spreading data like a prostitute with an STD to anyone willing to listen and store data (Cambridge Analytics anyone?)

The issue becomes even more hilarious when we consider the source FierceWireless. There we get ““Polish counterintelligence have detected certain actions, which might have been an espionage nature”“, a quote given by Poland’s president Andrej Duda, Apart from Polish counterintelligence being too stupid, I meant untrained to shut down the FSB/entrepreneur silver acquirers in Gdynia being one example and those individuals have been active since before 2002. I am basically stating the speculative situation where Polish intelligence could not find a clue unless it was spoon-fed and is it my speculative view that Mike Pence fed the Polish president some CIA reports of a highly dubious nature. so whilst we see the operative ‘which might have been‘, there is a 87.332% likelihood (roughly) that Polish Intelligence can too often not differentiate between FSB, Chinese MSS, Polish Students and Russian Entrepreneurs (Russian Mafia is such an overused term). I have to admit that I have not bothered to look into Polish abilities after 2003, yet in those days SIGINT in Warsaw really did not add up to anywhere near the needed level they needed to be.

The problem for the US is not that they have 5G equipment; the issue is that it is too inferior at present. It is the price of iterative technology versus innovative technology (a fact I highlighted on numerous occasions) and Huawei has been the innovator for several years now. In this setting we see the accusations of US being nothing but a bully going up against a tech giant that has at present shipped over 200,000 base stations and the delay that some governments are creating (because they know not what they do) will hinder them as per 2021 a lot more than they realise. There is now an additional shift happening. There are early indicators that the Huawei offices in Saudi Arabia have been part of a larger group that are making progress on getting Pakistan on 5G using Huawei, even as the sources are unconfirmed (read: not super reliable), the stage that India now has it that the 3 year delay because of the Huawei issues would give them additional set-backs as well. Not to mention that certain new 5G IP that is openly for sale will also foster additional speed for Huawei in other ways. Huawei now has the created stage to directly instigate advancements to a global community of over 400 million small businesses whilst these players all get to have a larger stage on their own creation of awareness, visibility and marketing. That power directly to the business will leapfrog business in places like India faster and faster (the largest beneficiary when they get it), when that door opens places like IBM and Google will see a loss of revenue growth and a dip in their data soon thereafter, with the Princeton Digital Group (PDG) now in the stage of building their data centres in China and Singapore, more options will open up outside of the US, more important the connections that the joint venture has created with 21Vianet will change a lot more heads in the coming year. I doubt that the centre will be ready before the end of 2020, but there are larger clusters now being made ready outside of the US and Huawei will benefit a lot more than anyone else at present. In addition to that the Colocation Saudi Arabia Data Centres (19) as well as the Google Data Centre (upcoming) changes the cloud even further, with the US losing the monopoly it once had we see a shift and the consideration that data becomes a currency. That seems outlandish, but it is not, it is merely the next step and 5G is essential to that part of the racetrack, a racetrack that the US tried to grease, making it a slippery place to be and the consumer market is waking up to that danger. These elements are visible out there via a whole range of openly visible sources and published agreements.

In the end the conveyance of 5G is starting to get an additional pool of players that are openly out there growing business ventures and those ventures are not in the US. That what the US feared the most is now slowly becoming reality.

The larger concern is not merely these focal points, it is how they take resources away from places where focus needs to be, the actual and proven transgressions by Iran, even as it is removing more and more limits on their nuclear programme, we see Forbes giving us the part that matters to the US, or better to US corporations. the headline ‘War With Iran Would Be Disastrous And Enormously Costly‘ is true on both sides and even as Secretary of State Mike Pompeo and  National Security Advisor John Bolton are all for military actions (to some degree), we need to see two parts. The first is that corporations want a peaceful settlement and the media is not mentioning large issues with Iran on several levels, the second is that with a debt of well over $22 trillion ($22,500,000,000,000,000) there is no money for a costly war. The US is playing the paper tiger and the slowdown that they are creating in the US-China trade war is having a much larger issue, so the US is depending on tools to do the work for them and even as Poland is on their side, Greece is ready to embrace Huawei with 5G because of the economic momentum they gain. These are merely two of a much larger pool of issues, basically the US needs to fight a war on two fronts (China and Iran) whilst they are out of money, options and technology, a setting that seemingly implies a war but without soldiers and without weapons. It is funny, but this reminds me of a Star Trek episode from 1967 called A Taste of Armageddon.

There the two players have decided on a virtual war to keep their cultural heritage safe. The problem is that both need to agree on the rules, so we see in the translated reality a UN SC versus UNIFIL setting. The United States Security Council intervenes when two parties agree (MFO), the United Nations intervene when two parties disagree (UNIFIL). I personally was in the first force in 1982 (Sinai). In this game we see the US trying to play a virtual game, whilst the evidence is not there, so they rely on tools. In addition this virtual game is not played because China and Iran both disagree on matters and the US cannot afford to send troops and wage a super expensive war.

All elements come to blow in the two given focal points, so until the other players are willing to deal with Iran, there will be no action leaving the pressure on Saudi Arabia, the UAE with Yemen in the middle. Until the US gives actual and factual evidence the 5G stage is moving towards China (Huawei) more and more and all those who support the US will see a slowdown on their future economies and it making more governments reconsidering the Huawei solution. It is optionally seen as a war on two fronts (US vs Iran and China) as well as two dimensions (economy and technology) whilst at present it is almost a given that the US will lose both of them.

The second part was given by the South China Morning Post in July when they reported ‘Nearly 60 per cent of Huawei’s 50 5G contracts are from Europe‘, 28 out of 50 chose Huawei. All in all there is a tactical problem in the US and it is getting worse, the moment that they act against Iran too late is the day that whomever is in the Oval office will have to publicly admit that they would decide to signing an economic trade agreement with Iran. I wonder how Israel and Saudi Arabia will react that day, because it will redefine a lot of global lines that day.

 

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Another Brick in the growing Wall

The wall of profit is going nicely in France, even as I would like to take another gander on how the western media is all about ignoring the Houthi attacks with drones on Saudi Arabia, it seems that we will get more on that soon enough. As I see it, we have a situation where at present 5 attacks have been ignored by the western media, like they are all about calling Saudi Arabia the big nasty, even though there is no factual evidence, merely biased opinion on several fronts. Today is not about that. Today is about France (the land of Wine, Cheese and Citroen). This place is pushing a few boundaries and even as we think that things are still open to discussion, it seems that the mighty bosses of banks (one particularly) have made their choice, I mentioned it a little over a week ago, yet all were easily persuaded to ignore it. Now that we are given: ‘French parliament passes “Huawei Law” to govern 5G security‘ (at http://telecoms.com/498728/french-parliament-passes-Huawei-law-to-govern-5g-security/), we see an optionally much larger change. This might be the first step in changing the landscape on a much larger scale and as far as I can tell it is just the beginning. There is an important notice to all this and it opposes the UK point of view to almost 180 degrees. In the UK, Alex Younger (big boss of MI-6), aka El Capitano de observadores furtivos is off the mind that important infrastructure should never be in foreign hands. This is a policy issue and I do not oppose this choice. It is the short minded and stupid American view of being shouting anti-Huawei accusations without proof that I object to. Now we see on the other side (France) where Mathieu Duchatel gives us “the French government is creating a regulatory environment that helps reduce its vulnerability to foreign intelligence collection“, which is another policy approach. I tend to like this more than the one Alex Younger gives, but both are valid points. Yet the one Duchatel gives us leaves the players with more options.

To see this, we need to go back to 1993, when Sybase and Microsoft dissolve the partnership they had and Microsoft receives a copy of the SQL Server code base, this was the best approach and after this we see that Microsoft sets their own designers to make evolve their SQL servers, a choice that ends up making them a direct competitor of the code Larry Ellison pushed for (the solution we know as Oracle), and whilst he went sailing across the oceans, MS SQL Server got the be lean and mean. Even as we see flaws, we see that Microsoft created a much larger market than we thought possible. It is that path Europe and America needed for 5G. So as the Yanks decided to screw themselves 6 ways from Sunday, Europe has a much better approach and now we see the path where France has opened up a dialogue to enable that solution down the track. It is a solution that would assist Huawei as well, as we see a solution that uses the Huawei 5G path as a benchmark, France et al could deploy a non-Chinese 5G solution that is set to the Chinese standards and that would suit China (read: Huawei) in a few ways. It all goes from bad to worse for America. What everyone seems to forget is that Azure in China is Shanghai Blue Cloud Technology Co., Ltd., a wholly (or is that holy) owned subsidiary of Beijing 21Vianet Broadband Data Center Co., Ltd. and it now implies that the accelerated evolution of 5G via Huawei has the stage where the best upgrades to implementation and facilitation to 5G will come from 21Vianet and not from Microsoft. Just as Sybase gave the keys to Microsoft in the 90’s, we now see the opposite where the business advantage will be with the Blue Cloud bosses, together with Huawei they now have a much larger advantage than anyone realises. Even as there is a shift in china through the players like BitTitan, I believe that Huawei is still preparing for a much larger innovation giving 21Vianet when that kicks off an overnight advantage that Microsoft cannot equal, not for a much longer time, leaving Microsoft losing momentum to a much larger.

If you want proof, then I have to admit that I cannot give it, the market seems to facilitate to a larger shift and it is not some hidden gem that no one else found. I believe that the Sybase example is what we face today, as Mathieu Duchatel is setting the new policy, we see policy that is accepted over most of the EU, so as Germany, Spain and Italy accept this push, most of the EU nations will follow, they are willing to drop America like a bad habit ion all this. The US overplayed its hand and now they will face the consequences of choice. In this the UK must soon make up its own mind. The path Alex Younger opted for was not wrong, but it is a larger choice that could impede economic growth to a much longer degree for a much longer time, two elements the UK does not really have at present.

The SCMP article (at https://www.scmp.com/news/china/diplomacy/article/3020354/while-weighing-5g-security-risks-france-predicts-it-can-manage) we see another solution for France and somehow I believe Credit Agricole had been preparing for this step a little longer than most others. France needs to be on top of this as 2024 Paris is coming near soon enough, implying that a multi-billion euro scheme for 5G will be announced before years end to get anywhere near ready and it seems that the Credit Agricole dividend is about to push upwards to a much larger degree. And when we get to the end of the article where we see: “5G infrastructure poses more complex problems. The distinction between core and edge is no longer as relevant, as many software operations will operate in the cloud“, we get to be introduced to the benefit and advantage that Beijing 21Vianet Broadband Data Center Co. now gets to have; Microsoft forgot that most cannot get to China (for simple linguistic considerations) that limitation does not exist in the other direction. And now as the cogs connect we see how the market takes a shift. Remember when I made the joke (and connection) to the cloud; it is merely someone else’s computer. Everyone so needy to muddy the water claiming it is so much more complex. OK, to the smallest degree it is.

To see my point of view consider the NASA Mainframe that was there for the moon landing (and perhaps a little more), now consider my old Mobile, this 2011 mobile needs 5% of available processing power to do what that entire NASA room did. The mobile that followed 4 years later was 400% more powerful with 1600% more storage and the one that followed was close to 300% more powerful than the previous one with an additional 1600% more storage, the market shifted THAT fast.

So when we see a data center now, and consider that a dozen racks with terabyte storage can be replaced by ONE drive, yes there is an Exabyte drive now, one drive with well over 1,000,000 terabytes. We are nowhere near replacing the entire data center, yet in 10 years, that center could be replaced by one large tower in that time, it might look a little different (I always loved the Cray systems, it comes with a place to sit and heating, but that so called ‘cloud’ will be in one clear specific location (just as it is now) and that is the issue;

it is the location of someone else’s computer that is the issue, soon it will no longer be in America, China is now in a position to offer the same, optionally cheaper and when the America BS starts with ‘It needs some vague quality seal of approval‘ (a SAS marketing trick we saw 20 years ago).

It will be at that point that the entire mess becomes ugly real fast and we are already pushing in that direction. The problem is not China, or America. It will be the policy considerations on where data is allowed to be; a lot of cloud issues on data locations are still open to discussion. The problem is not the hardware, it will be the place with the most logical policy in place, that will be the main player for the next stage and it seems that France has been keeping busy on becoming that European location. I reckon that China does not care, as long as they get the business and that is when we see the American failure on getting the business. They planned on greed when pragmatism was the only solution to push the market forward. Now as most nations start waking up on the loss of pragmatism, we see the consideration, to be a player or a tool and some are realising that they banked on the wrong horse and the American horse is about to become a ‘horse no show!

Whether it was merely some bank, some policy, or a larger linked consideration, this time the French have played a good long term game and they have every chance to reap the benefits of that game. We have yet to see how it all plays out and Paris 2024 will be the big test, but as the issue stands, the French are pushing forward, it is there that I found some references to Credit Agricole, DGSE, and a very large billion dollar option. Even as 21Vianet and its subsidiaries are not mentions, neither is Azure in any way, it all falls to the one mention of ‘Microsoft Corporation‘. This might all be true, but I still seek confirmation, on a stage this large 21Vianet could not have been unmentioned, the same for the entire Azure part. the line “the proliferation of real-time data from sources such as mobile devices, web, social media, sensors, log files, and transactional applications, Big Data has found a host of vertical market applications, ranging from fraud detection to scientific R&D“, makes its absence of certain players either short sighted or the elements of that article were unreliable. I believe it to be a little of both.

I wonder how the game unfolds; I reckon we will know a lot more by the end of the year.

 

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