Shulou(Shulou.com)06/02 Report--

Affected by the COVID-19 epidemic, the global economic downturn, corporate IT spending will naturally be reduced. So, how should cloud computing manufacturers consolidate the market and move forward with heavy loads? The answer is to practice your internal skills and wait for an opportunity. Among them, it may be the best time for enterprises with abundant cash flow to make up for their shortcomings by means of mergers and acquisitions.

Those who buy between cloud giants

Halfway through 2020, looking back at the cloud computing market, the developments of Google, AWS and Microsoft Azure are still the focus of the industry. Although the epidemic has disrupted the original plans of all enterprises, it seems that the overall changes in the cloud computing market have not affected the "catch-up" of the three cloud giants.

1. Google

At the beginning of the year, the news that Google bought Salesforce for $250 billion shocked the industry. Some people predict that the biggest purpose of Google's acquisition of Salesforce is to compete with Amazon AWS and Microsoft Azure. Currently, Google has only 4 per cent of the cloud computing market, compared with 47 per cent for AWS and 16 per cent for Microsoft Azure. The acquisition of Salesforce will make Google's competitive position in the enterprise market skyrocket. coupled with its advantages in machine learning and AI, Google is very likely to overtake Microsoft Azure. But half a year later, Google has nothing to do with the acquisition of Salesforce. I don't know if it's just a rumor.

As low as February 2020, Google completed its third-largest merger since its inception, buying Looker, a data analytics company, for $2.6 billion. The first two were Motorola, which it bought for $12.5 billion, and Nest, a smart home company that was bought for $3.2 billion. The acquisition of Looker is the first major acquisition by Thomas Kurian, Google's new cloud chief executive, to meet the data analytics and business intelligence needs of various industries and companies around the world. How good is Looker? You may not be able to imagine that even Amazon and IBM are Looker users!

2. Microsoft

Is spending money to buy, and Microsoft. In January 2020, in order to strengthen the support capacity of Azure in education, Microsoft acquired BrightBytes, a data-aware management software company, for an undisclosed amount, but it may cost at least 120 million. Microsoft values BrightBytes's DataSense data management platform, which collects, integrates and reports on a variety of online education applications and services.

To make Azure more attractive in the telecom industry, Microsoft later acquired Metaswitch to support 5G and cloud native application scenarios. In late March, Metaswitch announced that it would provide enterprise voice extension capabilities for Microsoft Teams-certified communications providers that can be tried out on Azure.

In order to enhance Azure's security capabilities in IoT, Microsoft announced in June that it would acquire IoT security expert CyberX. CyberX will complement the capabilities of existing Azure IoT security products to give customers greater visibility into IoT devices that are already connected to their network, while better managing the security of devices that are difficult to protect due to traditional protocols. Simply understand, customers can better manage and improve the security of Internet of things devices, especially large-scale device management, including asset configuration and vulnerability query.

Microsoft has also made new progress in data management. To make data management smarter, Microsoft acquired ADRM, an industry data model provider, in June. With the company's data modeling capabilities, along with its own Azure storage and computing capabilities, the two sides can cover communications, financial services and healthcare more quickly in the future.

It is worth mentioning that, in addition to mergers and acquisitions around the Azure level, Microsoft in embracing open source, but also in horse enclosure. In March, Microsoft acquired npm, this acquisition is a bit special, Microsoft is not directly involved, but by the previous acquisition of GitHub. The acquisition of npm has since given Microsoft the most powerful software package manager in the world. JavaScript is so large that it is used by about 12 million developers around the world. It has provided 1.3 million software packages and has downloaded 75 billion times per month. It can be predicted that after npm and GitHub join forces, there will be nothing else in the open source field, and Microsoft will become the most powerful "rich dad" in the open source field.

3 、 AWS

Compared with Google and Microsoft, AWS has been "too calm" about mergers and acquisitions, probably because the company's market position in the cloud has been firmly established and there is no need for mergers and acquisitions.

The fact that there is no sign of an acquisition does not mean that AWS is idle, but is holding back a big move. In 2020, Amazon Web Services AWS plans to set up a new business unit dedicated to developing data infrastructure and cloud services for the aerospace and satellite industries. In addition, AWS is also stepping up the deployment of cloud management services such as AWS Organizations, Amazon EKS compatible with Kubernetes, and AWS Glue, the key application of data Lake solution, etc., many of which are being released through operations centers in Ningxia and Beijing.

In 2020, AWS will not only not buy it, but may also sell it. Accenture had previously announced its intention to acquire Gekko, a French consulting firm for AWS, to support cloud innovation among global companies. I don't know if Accenture achieved its will, but before long, Accenture broke a new development in the Chinese market and successfully acquired Qijiayun. Yu Sicheng, the founder of Qijiayun, should be familiar to many people. He was vice president of Alibaba Group and vice president of Oracle.

Generally speaking, mergers and acquisitions in the cloud era are not just as simple as "big fish eat small fish, small fish eat shrimp". Cloud giant enterprises mainly focus on their core business and make further deployment in data governance and resource integration.

Cloud security has become the focus of mergers and acquisitions by major manufacturers.

In addition to data governance, "cloud security" is also a point of interest for enterprises in mergers and acquisitions.

On July 2nd, VMware announced the acquisition of Datrium to enhance the disaster recovery capabilities of the hybrid cloud. Datrium is a hybrid cloud infrastructure provider that provides complementary benefits to VMware's disaster recovery as a service (DRaaS) products. VMware believes that with the increase of enterprise applications, how to effectively connect existing old applications and new cloud services, and how to protect and maintain all applications in a hybrid cloud environment has become an urgent problem for customers. The biggest problem to solve all the challenges is the security of the application. Therefore, VMware will provide users with an end-to-end seamless experience in the direction of security.

In the direction of cloud security, enterprises represented by VMware improve the overall solution capability through mergers and acquisitions of security companies, while another part of enterprises step into scenarios with specific business needs based on existing security advantages. For example: 360, through the acquisition of Yifangyun, let this enterprise curve into the government and enterprise security office market.

Yifangyun is a national high-tech enterprise with many government and enterprise users. After 360 acquires Yifangyun, it can better complement each other with its original products, and finally refine the operation of the cloud computing market through the combination of "enterprise network disk + collaborative office".

Although 360 has been working hard in the field of security for many years, it is still "very modest" and is constantly upgrading its product capabilities. On June 10, 2020, 360 announced the acquisition of big data Security Analysis Technology Co., Ltd. Hans Technology is one of the top 500 cyber security companies in the world and one of the top 50 cyber security companies in China. After the completion of the merger, Hans management team and employees will join 360 government and enterprise security, deeply participate in the R & D design and strategic landing of the security brain.

In terms of mergers and acquisitions, BAT companies seem to be "not enthusiastic". Only Baidu has the action to acquire the cloud game product "Red finger". Red finger is a micro-computing interconnected product, which is a domestic veteran mobile cloud game manufacturer, mainly engaged in smartphone application virtualization platform construction and research and development. It is understood that after the completion of the merger and acquisition of Baidu and WeChat, on the one hand, consolidate and enhance the core technology capabilities of Baidu ARM virtualization, on the other hand, combined with the existing business system of Red finger Cloud mobile phone, Baidu will be able to provide more new products and services to enterprise users more quickly, helping games, office, marketing and other industries to upgrade intelligently.

Aliyun, Tencent Cloud, including Huawei Cloud, although there are no mergers and acquisitions, they are also buying and buying. Aliyun made it clear that another 200 billion yuan will be invested in the next three years for the research and development of major core technologies such as cloud operating systems, servers, chips, and networks, as well as the construction of data centers for the future. Tencent Cloud is not to be outdone. Tang Daosheng, president of Tencent Cloud and smart industries, announced that Tencent will invest 500 billion yuan in the next five years for the further layout of new infrastructure. Cloud computing, artificial intelligence, servers, large data centers, Internet of things operating system and so on will be key investment areas. In terms of data centers, Tencent will gradually build a number of large-scale data centers with millions of servers across the country. In recent months, Tencent Cloud has set up branches in Wuhan, Zhuhai and other places, and the ultimate goal should also be to "pave the way" for new infrastructure. Although Huawei Yun has not clearly announced how many billion yuan it will invest, it must be necessary when the bugle of the new infrastructure is sounded.

In short, the cloud computing market in 2020 is an ever-changing and challenging year, and the uncertainty brought about by the epidemic deters many enterprises from worrying about gains and losses, but it also provides opportunities for more enterprises, who can aim at the direction and take the initiative to attack, and have the ability to activate resources quickly, who will win the initiative in the next decade.

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