Analyst Report: Cloud and data second-quarter 2012: analysis and outlook

Analysis

In cloud and big data, the second quarter of 2012 featured several high-profile deals and product launches that could reshape the marketplace for everyone. Key highlights from the quarter include:

  • Google and Microsoft launched Infrastructure-as-a-Service (IaaS) offerings. These services have been a long time coming for Microsoft and Google, and the market is anticipating they will provide much-needed competition to market leader Amazon Web Services.
  • Converged infrastructure and software-defined networking (SDN) gained momentum. IBM took notice of the converged infrastructure trend and finally launched a product, PureSystems, to challenge Oracle, HP and VCE Company (VMware, Cisco and EMC). Meanwhile the emerging SDN field sees another new entrant, LineRate Systems.
  • Big data and analytics continued to steam ahead. This quarter saw VMware join the Hadoop party with plans to virtualize the big-data platform. And Google opened up its BigQuery data analytics service for public consumption.
  • Big-data startups were in demand. IBM went on a big-data-analytics buying spree in the quarter, acquiring Varicent Software, Vivisimo and Tealeaf Technology. Meanwhile VMware snapped up Cetas.

This quarterly wrap-up discusses these milestones and provides a near-term outlook for trends, technologies and companies to watch in the next 18 to 24 months.

 

Table of Contents

  1. Summary
  2. Cloud
    1. IBM raises the bar on converged infrastructure
    2. SDN on a roll
    3. Cloud M&A and funding
  3. Big data
    1. Hadoop: What is it good for?
    2. Google launches BigQuery for public consumption
    3. Big-data M&A and funding
  4. Companies to watch
  5. Near-term outlook
  6. Key takeaways
  7. About Jo Maitland
  8. About GigaOM Pro

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