Tag Archives: Evroc

August 1, 2025 · 04:58

The accusers

I saw a message fly past and it took me by surprise. It was CNBC (aka Capitalistically Nothing but Crap) and the accusation was ‘Microsoft and Amazon are hurting cloud competition, UK regulator finds’ (at https://www.cnbc.com/2025/07/31/uk-cma-cloud-ruling-microsoft-amazon.html) with “The regulator is concerned that certain cloud market practices are creating a “lock-in” effect where businesses are trapped into unfavorable contractual agreements.” So, that’s a thing now? The operative word is concerned. So, is this the way former Amazon UK boss, Doug Gurr, on an interim basis is showing the world that he released the chain and necktie from Amazon?

There is ‘some’ clustering and as the setting is advocated by some the score at present is “AWS holds approximately 29-31% market share, while Microsoft Azure has around 22-24%, and Google Cloud holds about 11.5-12%” The only surprising thing here is that Google is remarkably behind Microsoft by a little over 10%. Nothing to be worried about, but still the numbers set this out. The infuriating setting by the the CMA giving us “The CMA recommended a further investigation into Microsoft and Amazon under a strict new U.K. competition law to determine whether they have “strategic market status.” I am not ‘attacking’ the CMA, but as the old credence goes “Innovators create corporations, losers create hindrance for others” I suggest you take that as it goes. 

Yet there is more behind this all. Forbes gave us last week ‘Microsoft Can’t Keep EU Data Safe From US Authorities’ (at https://www.forbes.com/sites/emmawoollacott/2025/07/22/microsoft-cant-keep-eu-data-safe-from-us-authorities/) where we see “Microsoft has admitted that it can’t protect EU data from U.S. snooping. In sworn testimony before a French Senate inquiry into the role of public procurement in promoting digital sovereignty, Anton Carniaux, Microsoft France’s director of public and legal affairs, was asked whether he could guarantee that French citizen data would never be transmitted to U.S. authorities without explicit French authorization. And, he replied, “No, I cannot guarantee it.”” And this is how Microsoft faces a near death sentence by the American administration. So much so that Microsoft seemingly is creating a data centre solely for the EU. Julia Rone gave us last year (late 2024) “It has been well acknowledged that the European Union is falling behind the US and China when it comes to cloud computing because of its lack of technological capabilities. In a recently published article, however, I argue that there is another important and often overlooked reason for EU’s laggard status: the persistent disagreement between different EU member states, which have very different visions of EU cloud policy.” I take that at face value, as I am considering (through mere speculation) that these member states are connected to American stake holders in media trying to hinder the process, but that is another matter.

So as we see ““Microsoft has openly admitted what many have long known: under laws like the Cloud Act, US authorities can compel access to data held by American cloud providers, regardless of where that data physically resides. UK or EU servers make no difference when jurisdiction lies elsewhere, and local subsidiaries or ‘trusted’ partnerships don’t change that reality,” commented Mark Boost, CEO of cloud provider Civo.” It makes me wonder how America is different from the accusations that America threw in the face of Huawei. It is like the pot calling the kettle black. And this also gives wonder where the accusation against Amazon and Microsoft ends, because the cloud field is seemingly loaded with political players. They all see that data is the ultimate currency and America (as it is near broke) needs a lot of it to pay for the lifestyle they can no longer afford. In Europe the one that stands out (at least to me) is a firm I looked at in 2023 and it is growing rapidly. It is Swedish and not connected to any of the three and could become the largest in Europe. Its long-term vision involves operating eight hyper-scale data centers and three software development hubs across Europe by 2028, employing over 3,000 people. By 2030, the company aims to operate 10 hyper-scale data centers and employ over 10,000 people. There is too much focus on 2030, as I see it the American economy collapses on itself no later than 2028 and as I speculatively see it, it will drag Japan down with itself. That setting required a larger acceleration in both Europe and Asia as America will not play nice as per late 2026. At that point too many people will see where showboat America is heading too and the reefs in that area will be phenomenal. So, as I see it, the entire political swarm behind data centers and fictive AI will require a whole new range of management and I reckon that players like Amazon and Microsoft have never been dealt these cards before, so I shudder to think what will happen when it faces accusations from the EU, the CMA and others. This aligns with the accusation (from one source) giving us “An antitrust complaint filed by Google to the European Commission in September 2024, alleging that Microsoft’s licensing terms unfairly favor its own Azure cloud platform, making it difficult and expensive to use Microsoft software like Windows Server and Office on competing clouds.” I wonder, didn’t Microsoft played a similar game with gaming?

So whilst the infighting is going on on a continued setting, I wonder where Oracle will end up being? As I see it this is rather nice, but I am accusing myself at this point that we aren’t face with a tidal wave, but merely with 5 cups of tea all stating there is a storm happening and whilst the teacups are talking to each other and showing how bad the storm is, the reality is that it is not smooth sailing, but seemingly as close to it as possible. For that you need to see where Evroc is standing, where it is going and how fast it is achieving this. The second market is Oracle, how it is progressing and who it is partnered with (pretty much everyone) and these two elements show us that there are governmental captains stating that their pond is in a dreadful state (whilst presenting their cup of tea as a much larger pool then it is) the corporate captain stating there is a storm brewing, but absent of evidence and the media is flaming every storm it can so that they can get their digital dollars. But consider that Oracle is presenting good weathers and there are alternatives whilst the media actively avoid illuminating Evroc, with only TechCrunch giving us in March “Amid calls for sovereign EU tech stack, Evroc raises $55M to build a hyper-scale cloud in Europe” there were a few more and they are all technical places. The western media is largely absent as there are no digital dollars to be made here.

So consider what you see and try to see the larger picture, because there is a lot more, but some players don’t want you to see the whole image, it distorts their profit prediction. So did you see the little hidden snag? Where is Huawei cloud? Whilst this is going on ‘Huawei hosts conference on cloud technology in Egypt’ where we see that “the event drew more than 600 government officials, business leaders, and ecosystem partners from over 10 countries and regions”, as I see it, this is a classic approach to the “While two dogs are fighting for a bone, a third runs away with it” expression. So consider that part too please.

Have a great day.

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September 16, 2024 · 16:36

What is the colour of cowardice?

That is seemingly the question. We are given by the BBC (at https://www.bbc.com/news/articles/c5y3y79llndo) where the headline gives us ‘TikTok to begin appeal against being sold or banned in US’ with the added text “TikTok will start making its case on Monday against a law that will see it banned in the US unless its Chinese owner ByteDance sells it within nine months.” I don’t really have a voice in this. I do not use TikTok, I don’t have the app. I use YouTube and YouTube shorts and that fits me just fine. There is only so much procrastinating a person can do until the battery of his mobile/tablet gives out. I have nothing against TikTok, but YouTube got here first and it does more than I ever needed. 

And for the text “The measure – signed into law by President Biden in April – has been prompted by concerns that US users’ data is vulnerable to exploitation by China’s government.” It gives me the question, what evidence is presented? What evidence has been verified? You see America has seen its OWN influencers hand over data (or make available) to Russia, after 8 years we FINALLY see action and more nations are following. As such I am weary of anything anti China appearing after the BS stage America did regarding Huawei and for that part we still haven’t seen clear evidence. A mere mention of ‘could’ and ‘possible’ were given, but no hard evidence. A mere case that was settled and 10 years old. Even as we are given “advocates of America’s powerful free speech rights, enshrined in the First Amendment of the US Constitution, say upholding the divest-or-ban law would be a gift to authoritarian regimes everywhere.” I need to agree that these first amendment rights were never ready for the digital revolution we are seeing and we see that in relationship to the Russian paid influencers. I find it weird that they can call themselves ‘victims’ all whilst they got a million dollar deals. Influencers need to be addressed and cut short. If this is not done then you hand a victory to ByteDance and its TikTok. Then we see the accusation “Mr Wang also criticised lawmakers for being vague about the specific national security threats that they say TikTok poses”, really? So where were they (US intelligence) when social media influencers decided to invade national security for Russia. We have yet to see results from that and that is the setting stage for TikTok to be held accountable (if there is any accountability). We see too many anti-China rhetoric, all whilst America is merely trying to keep issues in America and still they cannot tax the minimum part of this, so what is it about? Another claim was seen in another BBC article. We are given “They fear the Chinese government could force ByteDance to hand over data about TikTok’s 170 million US users. TikTok insists it would not provide foreign user data to the Chinese government.” So how is this on ByteDance? As far as I can see it, Facebook already took care of that (via Cambridge Analytica), that is seen as we were given “Facebook later confirmed that it actually had data on potentially over 87 million users, most of them in the USA” (source: the Guardian, NBC, CNET) oh, and that is not all. Politicians Ted Cruz and convicted politician Donald Trump were accused of using this tactic. From there we see the quote “It has not been proven, because the difficult thing about proving a situation like that is that you need to do a forensic analysis of the database”this gets us to the next session. What forensic analyses was used to prove the TikTok matter? It does not because as far as I can see, it is a revenue tactic using the accusation of data. So how often is a firm forced to sell on the accusation? In that case, what cases of forced sales exist for Microsoft? 

That is one of the pillars we need to see and investigate. In March 2024 we got from the BBC “a similar test carried out by Citizen Lab concluded “in comparison to other popular social media platforms, TikTok collects similar types of data to track user behaviour”” does this not imply that similar settings need to exist to the other social media channels? America is a mere 325 million, Europe has over 742 people, the middle east 381 million people and Asia is near 5 billion people, America is a shoddy minority, but these settings are not tested against Microsoft, Google, Facebook, Whatever Elon Musk has and a few other players. This is as one-sided as it gets. And that is not even considering Russia and its poor poor influencer victims in all this. So how is that going? It frustrates me that Huawei had such scruffy treatment whilst NO evidence has ever been produced. 

And in this a report that was given in 2023 where we see “Similarly, a report by the Georgia Institute of Technology last year stated: “The key fact here is that most other social media and mobile apps do the same things.”” So where is the banding of ties to these American social media settings because I do not believe that the NSA isn’t on that same page of collecting non-American  data points. And then we get the largest issues “Although it irks privacy experts, most of us accept that handing over swathes of private data is the deal we make with social networks” it is the price of these free mobile networks. So what is this stage? It is fuelled by the item “Article seven of China’s National Intelligence Law states that all Chinese organisations and citizens should “support, assist and co-operate” with the country’s intelligence efforts. This sentence is often cited by people suspicious not just of TikTok, but all Chinese companies.” If people have an issue with that, that’s fair. However be warned that America let data go to Russia without so much as a threat for 14 years, in the end (2022) we get “Facebook owner Meta has agreed to pay $725m (£600m)” and as far as I know a mere £500,000 was the part for the UK, I think that America has a lot more issues than China. It had to overhaul its data policies at least a decade ago. So how many apps via Twitter, Apple apps, google apps (mostly games) and Facebook has been collecting data? This is seen with “Data was collected on at least 30 million users while only 270,000 people downloaded the app”, so where was the anguish there? I personally see this TokTok issue as a governmental money grab and a consolidation of data in America (away from China). If it becomes a side whether I want my data abused by America versus China is entirely up to the elections as I do not now, not ever trust Trump and I feel that China is the safer place for data and I know I am not alone in this. To be honest, I don’t want either to have it. Perhaps it is an option for Evroc to expand its governance from cloud to include social media data to be placed in Sweden (GDPR) or perhaps Saudi Arabia. It seems that bank violations are harshly dealt with there. If data transgressions are dealt with equally harshly it might be an option. 

Just some food for thought, time for a sandwich for me, yummy. Enjoy your day this Monday, knowing it is almost Monday in Vancouver.

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September 26, 2023 · 05:37

The confused mindset

We all have that at times and I am no different. I have had a few ideas and they were merely that, ideas. An idea for Kruger Products to increase their offset by 10% (or more), which sounds ludicrous, I know and it is not because Kleenex bailed out of Canada. It was one thought that painted over another and then a third thought came into play and as such the idea was born. I still think it could work, but not sure how to push it through. Lets be clear, I do not need to push it through, I am on the other side of the planet. Then the idea came for a mobile case addition. Not merely a new mobile case, there are 13 in a dozen, but an addition to every case, all in light of stupid people who lose their mobile phones on planes, in rollercoasters and that list goes on a bit. So, when you consider that the new iPhone 15 PRO MAX is well over $2K, the idea has merit. How long until you no longer have it insured. How long until the insurance companies use these videos to show you do not care for your product like a good father (yes, that is an expression used for over 30 years) and as such nullify your insurance and you will not get back the insurance premium already paid. All these thoughts invaded my mindset. All whilst other things pre-occupy it.

You see, the looming US shutdown and the FTX case involving Bankman-Fried (aka Bankman-Fired) is merely showing me how the media is set to fear mongering, involving as many as they can for the digital dollar and that list goes on. Yet one source, the BBC (at https://www.bbc.co.uk/news/world-us-canada-46927916) gives us beside ‘What happens in a US government shutdown?’, whatever is about to come. Yet I think that this is fear mongering and a last minute solution will be found, but certain people on the republican side will want their pound of meat as well as their 15 minute of camera time. Yet the chance of this going wrong will increase with every iteration of this circus. I mentioned it before. It will not be long until it actually happens. To keep the fear alive and there is supporting evidence (straight from the BBC). You see, we are given “Congress is also not affected – its members are exempt and, in any case, its funding bill has already been approved. The US Department of Justice is among those affected – with many lawyers and judges not working during a shutdown. Others are working without pay.” With the added ““Essential services” – mostly related to public safety – continue to operate, with workers being required to show up without pay.” So, isn’t that called slave labour? And the republicans are steering for this? I am not entirely unsympathetic as the US debt keeps on growing, but this is a dangerous step. The second danger is “A right-wing faction in the House is demanding deep cuts and wants to stop further funding of the war in Ukraine” A republican side that is so driven with greed that they will support Russia in the process, that must be the most un-American part I ever beheld. Yet my mind also thinks that if the world goes this without the US, then the world must ALSO make the US pay. As such it needs to remove import of American products, it needs to shun American services and there are options. It fuels certain EU options (EVROC anyone?) And that is merely one of many. The media is so driven not to look into the US corporations that are STILL doing business in Russia and that list also goes on. There needs to be a price for everything and America will have to pay its pound of beef as well. Greed comes with a price and that price is always higher than one thinks. 

To illustrate one small part, the last one in 2019 “The Congressional Budget Office (CBO) estimated that it reduced economic output by about $11bn, including $3bn that it never regained.” Over 36 days that much, never regained. That is the loss people face in a time when they cannot afford anything. So how much longer until the EU nations seek an audience with President Xi? Do not think that this cannot happen, BRICS has grown massively and now that Saudi Arabia is part of that, the EU and the US will face tougher times. The candyman is gone, he has vacated the building and is now part of the Asian collective and that sits well with China, the moment several European nations join that part, America is truly done for. No fear mongering, merely a simple fact that the media is not reporting on, because its stakeholders will not allow that and that is the linked danger. You think the last $3,000,000,000 is much? China now has lucrative construction contracts and lucrative service contracts that span the 5 year horizon (as I personally see it) to well beyond $75 billion, funds that the US can no longer appeal to and that list grows shorter every year. Saudi Arabia and the UAE represent a massive amount of revenue and it is all going towards China and BRICS members. So the idea that the EU members will want to appeal to President Xi is growing larger by the day and that is all linked to the game that Republicans are playing with. A compact combination of greed, stupidity and ego. Winning big in Vegas has better chances than the game we see now and the media is keeping you all in the dark.

The media stakeholders are that powerful now and it is all for the larger good, but the good for who? A few hours ago I saw ‘BRICS Countries Dump $123 Billion in U.S. Treasuries in 2023’ (source: Watcher Guru). First of all this is unverified news and I only saw one source, but if this is REAL news and the other media is shunning this fact, we see two parts. The first is that the media is losing credibility fast, the second is that the US is facing more and more hardship. That being said, I have no idea how reliable Watcher Guru is, so be careful what you take for gospel without decent verification. I am not accepting the news, but the setting would be what any tactical party (especially BRICS) would do to make things hard for America and BRICS includes Russia AND China, so make from this what you want, yet that too relates to the Republicans wanting to side with Russia AGAINST Ukraine, as such that step makes less and less sense with every hour I see news articles pass by. Perhaps we should call them the Republittlecans? 

No matter how you slice these events, the Anti-China acts buy the US is driving the EU members into the arms of China, an outcome they apparently did not see coming. If they did these steps seem extraordinary stupid to me. Yet my mind is merely turning trying to create more ideas as I go along with whatever silly events is happening around the corner.

The mindset can get confused, also the mindset of any focussed person. Confusion sets in when the data that it registers (reads) becomes conflicting on several levels and as I personally see it the involved stakeholders are creating more confusion in the process of hiding news others do not want you to see. You might think the Watcher Guru is such news and I would doubt it too as it is merely one source, but this is nowhere near the first time and other news has been hidden or trivialised for well over a decade now and the people are starting to catch on all over the world they are catching on that the media has lost credibility all over the place.

Enjoy the day, the week is really on route now.

 

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September 6, 2023 · 11:28

When the competitor launches cloud 9

Yes, that is the setting and it does refer to the previous two articles as it involves Microsoft, but this is not about Microsoft. You see, Microsoft exposed its jugular and I am always looking for a new job (a new challenge is more like it) and as Microsoft screwed the pooch (the Chihuahua and their customers as well) I decided the take a look. 

Google
With Google (a preferred first) there is a initial first, a bungle of sorts. You see a small quirk. Google dropped the ball (not the first time) and it is shown in the image below.

So when I search ‘IBM Cloud’ and ‘EVROC cloud’ I get the option ‘news, in the case of Google, I do not, I actually have to enter ‘Google Cloud News’ to get the news option. So how is their (so called) AI? You do know (and I have been explicit about it) on the fact that AI does not (yet) exist. It is all machine learning and deeper machine learning and it is all awesome, but it is not AI. To be a little frank. I usually search for topics and seek out news and for some reason my Google search does not catch on, so how is that AI? It is all data based and as such it is flawed, the fact that I still have to enter the search more than once adding the word ‘news’ is indicative of that. 

Beyond that we get (when I got it) ‘Google Cloud spearheads a revolutionary shift in cloud tech with generative AI’ which we got on the Next’23 even where we are given “We are in an entirely new era of cloud, fuelled by generative AI. Our focus is on putting gen AI tools into the hands of everyone across the organisation—from IT to operations, to security, to the board room. As the industry’s most open cloud, our goal is to help companies use AI and other cloud technologies to streamline their operations, increase productivity, and create entirely new lines of business.” Yet from my point of view all this needs to be data driven, and as such (as Microsoft opened the rift) their data centres and especially their worst case scenario better be upgraded (daddy needs a new pair of shoes). And when you consider the blunder of a previous mentioned participant, that review better be done yesterday. 

EVROC
Now we get back to an article the BBC gave us 4 weeks ago (at https://www.bbc.com/news/business-66310714) where we learned ‘Why it matters where your data is stored’, and here we are given “Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” And the ‘silent’ setting is that they want to secure a chunk of Amazon business and that is fine. Yet, I already highlighted that their option was the Middle East (Riyadh and Dubai), they have billions in vested interests and EVROC could make a nice coin on the side for these two places alone. I mentioned that, but that was before the the massive bungle that a certain company (with the same first letter that MacDonalds has) made, so now EVROC has additional options to clear business thresholds. That does not take Google and IBM out of the race, but it does open the doors of business opportunity for Evroc, as it does for Amazon, but that is for later.

Amazon
And later is now, you see ARN also gave us ‘AWS hints at partner program changes for AI and partner engagement’ and their selling point could include ‘We do not go down for over 24 hours’ but that too requires an overhaul and testing for its operational stations and even as winter is coming to Europe (no dragons in sight), the setting changes a little. You see one company exposed its jugular and three other players are now out for blood and they will secure some of it. Not all, but it will hurt the other bungler their business. I did not mention Apple and IBM, they have their own settings and they are solid in what they offer, but there too is the warning that their operational settings better be tested immediately. You see a night shift with 2 extra workers might cost a company up to $300,000 a year more but that is earned with adding less than 10 small customers. That was the bungle, and some customers are charged a lot more than these two employees cost and when you realise that part you see the massive bungle I described a mere 17 hours ago. That was visible on many fronts and now others get to step in to make the damage to that one player worse. 

All this is a setting that could have been avoided by the simple application of checks and balances. Now does the stupid response ‘We lacked staff’ make sense, or better does it make sense how stupid the response was? I never bothered reading the report, it is a document to appease customers and shareholders and I am neither. Common sense told me what I needed to know and now that I am adding these elements I hope I satisfied the over enthusiastic fan that responded with “What do you think you know?” You see, then sarcasm backfires it becomes irony, so I hope that todays article was loaded with the irony he (or she) needed. The cloud field will not change too much, but one player will likely lose a lot more than they are comfortable with, but that is my personal view on the matter and I might be wrong, but in a stage where nearly every customer wants to cut corners on cost and staff, it is a pretty safe bet that I will be correct. That is all apart from the fact that places like Amazon and Google (and now EVROC too) are always seeking more revenue.

Here endeth the lesson, enjoy the day. If it gets too sunny, know how (and be able) to restart the cooling fan.

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September 5, 2023 · 17:58

The yoke is on Microsoft

Yup, this is a ‘create howls of deriving laughter’ on Microsoft, but not in the way you would expect it. So, this all started a few hours ago when I saw an unknown party called ARN  give us ‘Microsoft blames Aussie data centre outage on staff strength, failed automation’ (at https://www.arnnet.com.au/article/708608/microsoft-blames-aussie-data-centre-outage-staff-strength-failed-automation/) where we see “Microsoft has blamed staff strength and failed automation for a data centre outage in Australia that took place on August 30, disabling users from accessing Azure, Microsoft 365, and Power Platform services for over 24 hours.” And my (first) thought was ‘Is Microsoft really THAT stupid?’ You see, to see that thought you need to be aware of a few small issues. The first is “Microsoft confirmed Monday that it’s eliminating additional jobs, a week after the start of its 2024 fiscal year. The cuts are in addition to the downsizing announced in January that resulted in 10,000 layoffs. The software maker also disclosed a small number of cuts this time last year.” With the additional “US tech giant Microsoft has axed more Australian jobs after the company made major staffing cuts across the globe earlier in the year. About 50 Australian employees are believed to have lost their jobs this month, Nine newspaper the Australian Financial Review reports.” Now, job losses happen everywhere at this time and we get it. There are all kinds of issues and Microsoft is one of many shedding jobs. But to see ‘Microsoft has blamed staff strength’ after they shed 10,000 plus jobs is just the joke of the century. I get it, one job is not another job, but when you have shortages in a place that is riddled with ageism and wannabe hires (dynamic young people) whilst your operational settings are below par just doesn’t work for me. I see the same fake jobs from providers like Hays and they will not respond and often ignore you. That is the party to be for players like Microsoft and they now claim that there is no coverage does not hold any water with me.  So when ARN gives us ““Due to the size of the data centre campus, the staffing of the team at night was insufficient to restart the chillers in a timely manner. We have temporarily increased the team size from three to seven, until the underlying issues are better understood and appropriate mitigations can be put in place,” Microsoft wrote as part of the report.” I wonder if their cost cutting stages are merely a joke and what company would have trust in such a system when “Azure, Microsoft 365, and Power Platform services” were down or unreachable for over 24 hours. That point is clear, is it not?

Consider the simple math. How much traffic and how many companies rely on that data centre? How come that there are only 3 people at night? So consider “Microsoft said that the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” with the added “the staffing of the team at night was insufficient to restart the chillers in a timely manner” so do you think they royally screwed that part up? And in that setting how many data centres (all over the world) are understaffed? When the coolers cannot be manually started in these places, how much revenue will Microsoft miss out on, because these affected firms might optionally have a case to sue Microsoft for damages. No matter how that report phrases it, the lack of data centre labour (especially after they sacked well over 10,000 people) will not be met with a friendly judge and for Microsoft there is an additional danger. When third parties like Evroc start getting business from companies that once held Microsoft high in its banner, the walk-out might become a lot more severe and that could spell more bad news for Azure (something Amazon AWS will love) and there is a decent chance that some will optionally switch to Google or IBM. All losses for Microsoft who thought that keeping 3 people at night in a data centre was enough, all whilst THEY THEMSELVES give us “the cooling units could have been restarted manually, which was not possible due to the unavailability of enough personnel at the data centre” and that is the stage all those using a Microsoft data centre face? It is my personal opinion that someone bungled the minimum staff at a data centre during the night and even as winter is now coming to the northern hemisphere. The southern hemisphere is going into summer. So what about the Data centres in Riyadh and the UAE? In Riyadh it is around 45 degrees Celsius and in Dubai it is only 3 degrees cooler. So what happens when they need a manual restart of the cooling units? All simple questions and we could say that Microsoft has that covered, but it seems that according to ARN they do not. A simple operational question: ‘What is the minimum required staff coverage at night in a worst case scenario?’ As far as I can tell (trusting the ARN article) they were not ready and the fact that they upped it by over 100% shows that Microsoft was simply clueless on this issue. Feel free to disagree and I expect you want to talk to the corporations that lot Office and Azure for over 24 hours, but I reckon that we will not get access to those names, and that is fair enough. But do the companies who had to go through this feel the same way? I doubt it.

Enjoy the warm Tuesday coming to you.

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August 16, 2023 · 18:03

Evolution is not merely the person

The setting started a few days ago, yet the new stage we are shown is merely hours old. Even as it seemingly started on August 12th with ‘Tapping an economy’ (at https://lawlordtobe.com/2023/08/12/tapping-an-economy/) the stage is getting redefined, almost as we speak. This is seen with ‘Saudi Arabia and UAE race to buy Nvidia chips to power AI ambitions’ (at https://www.afr.com/world/middle-east/saudi-arabia-and-uae-race-to-buy-nvidia-chips-to-power-ai-ambitions-20230815-p5dws6). I believe personally it is merely one of two sides. You see, we are given “Saudi Arabia and the United Arab Emirates are buying up thousands of the high-performance Nvidia chips crucial for building artificial intelligence software, joining a global AI arms race that is squeezing the supply of Silicon Valley’s hottest commodity.” But it is merely one side and this side is putting pressure on the US, it’s companies are running out of funs and their credit cards are reaching limits. These two players have the cash to run circles around dozens of nations and that is not the only place they are in an advantage. I will not go back to my IP (no mater how valid it is). The larger station is that these two players will need data centres and that is where EVROC (as discussed in the earlier article 4 days ago) has the ability to set up national data centres, a stage that takes American companies out of the loop. I am not anti-American, I am anti-stupid and the catering that data centres have given the US companies all whilst places like Cambridge Analytics opened up to is now starting to show. There is the added setting that nationally speaking these two players prefer to be set in, the stage is not merely based on national needs. I personally believe that they have a ‘non-American’ involvement mindset. And I reckon that evidence will be proven when EVROC is allowed these two new data centres as well. It puts the USA in a massively decreasing setting. Another (non-related) stage is added to this. Only a few hours ago Yahoo Finance (merely one source) is giving us (at https://finance.yahoo.com/news/dollar-being-dethroned-india-just-201500390.html) ‘India just bought 1M barrels of oil from the UAE using rupees instead of USD for the first time’, we can chalk this up to a whole set of reasons and if someone states that this will be the pro-forma setting of BRICS, I will not be able to support or oppose it. There is not enough data accessible to me. The larger stage is set that the US is being ignored for too man settings and that is merely in the last week. I do not care how many Pizza al Fungi’s Janet Yellen has consumed, or how magical that dinner was. The stage is that the US has become trivialised and a lot of it is by their own doing. So whilst some are staging to trivialise that India is not using the US dollar. The reality is that only 3 years ago that option would be ludicrous and here we see it play out. So is BRICS becoming more powerful, it the US becoming weaker and just how much gains will Saudi Arabia and the United Arab Emirates make in this year alone? EVROC is still a Swedish conundrum, but there are too many voices out there that are too anti-American voiced (which is not anti-stupid, my personal setting). I know I am seeing my own prophecies come to reality, but not in a way I envisioned. It could be that I never had the proper glasses to see it all, or it is because new elements are coming to bear and that second part is the larger stage I am now worried about. Not because of what the KSA and UAE are doing, but because of the US and its Trump and Karen setting, it is highly likely that it will drag the EU and Japan down with them. These latter two made the wrong calls a few times and now that the endgame (of the US) is starting to show, the back paddle actions of the EU (optionally towards China) might not be enough. I have no idea how this will play out for the Commonwealth. The stage of Canada with wildfires and 90% of the NWT being a goner looks more like a scene from ‘How it ends’ (2018) than reality, no matter how surreal both are. As such this stage will impact the rest of the Commonwealth. The UK is close to broke, and with Canada in the state it is in, the Commonwealth needs to find a safe place and footing and the US is less likely to be that place at present. It needs to find a solitary road to link to nations and that is the hard part. I have no idea what the safe route is, but I do feel certain that the US is no longer that part. I feel that finding a way to connect to the Middle East is presently safer than a link to China, but in reality I am speculating on what the safer route is. 

The setting we see now (the Nvidia AI chip) where we were given (at https://www.crn.com.au/news/ai-chips-could-save-future-data-centres-money-nvidia-599254)“Nvidia chief executive Jensen Huang has a mantra that he has uttered enough times that it almost became a joke during his SIGGRAPH 2023 keynote last week: “the more you buy, the more you save.”” Yet the setting is not merely ‘the more you save’ it is about to become who owns them and those who cannot afford them and now the KSA and UAE will have additional power positions. So consider “AI chips can save companies significant money on costs compared to traditional CPUs for what he views as the future: data centres, fuelled by demand for generative AI capabilities, relying on large language models (LLMs) to answer user queries and generate content for a wide range of applications” and a place like EVROC could set up two data centres all whilst these two nations provide the AI chips required, now we get an entirely new play and it will give these two nations the power to set a stage that excludes the US or their tech-firms. A stage none of them ever had before, as such do you still think I am boasting or creating non-sense? Too many sources had the elements available and the larger media ignored the puzzle pieces. So, is my puzzle correct? Not necessarily, but the pieces fit the image we have all seen before. This does not make the image correct, but it makes it decently likely and the more BS the American media spouts the less reliable it should be seen. This does not make China or the Middle East more reliable, but in the setting I currently see it makes the Middle East (KSA and UAE) a lot safer than the US has been the last few years and that counts, because that reinforces the image that Nvidia and EVROC are giving us, with optional speculations from yours truly (aka moi).

Your guess is as good as mine as to what comes next, but the larger fighting ring (a square setting) is about to show us who the contenders are and the amount of underdogs they face. Because no matter how much BS an underdogs brings to the table, in the ring it is what you can achieve and as I personally see it, the US, EU and Japan are starting to become the largest underdogs this century, which could be a stage pushed in by evolution.

Have fun today.

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August 12, 2023 · 05:36

Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
“Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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