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Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

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Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#171
post #77

Earlier quoted context omitted.

I did. Tried their free credit stuff. Was seriously unimpressed. Felt like a beta test Unless it's way cheaper I don't see the point

Oracle and cheap. Thanks for the laugh.

"Cheap" as in "cheap drugs" given by drug dealer to new customers to hook them up.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#172
“We chose Oracle Cloud Infrastructure because of its industry-leading security, outstanding performance and unmatched level of support.”

Zoom stressed security first, Oracle's executive team has a close relationship with the current administration. I wonder if this is a lobbying play in light of China centric security concerns.

Oracle isn't exactly known for its security, that would be Microsoft or Google.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#173

I worked in a startup that was eventually acquired by cisco. We had the same dilemma back then. AWS and GCP were great, but also fairly expensive until you get locked in. Oracles bare metal cloud sweetened the deal soo much, that it was a no brainer to go with them. We were very heavy on using all open source tech stuff, but didnt rely on any cloud service like S3 etc. So the transition was no brainer. If your tech s…

I ran an AWS practice for a large hosting company for two years. We had a number of situations where our prospect would say "annual spend with your managed services and our expected AWS bill would be $1M. Google is offering us a 2 million dollar credit to choose their cloud. What do you say to that?" "You should take them up on that offer." The incentives available from other cloud providers are MASSIVE if your busin…

AWS used to offer huge incentives for startups that had investments from well known VCs. I didn’t pay for service for over two years. Now it’s only 100k and expires after a year.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#174

Earlier quoted context omitted.

My guess is simply, they don't want to fund their own competitors. Microsoft is a direct competitor already (so is Google,) and who knows what Amazon will do. That really only leaves IBM and Oracle. I've always been baffled when someone hosts on their competitors' platform. Like Netflix hosting on AWS, and Grocery Stores hosting on AWS. Microsoft & Google rarely have that problem (except on this one.)

I’ve been impressed by what I’ve heard about Walmart. They apparently won’t even use a SaaS tool if it’s hosted on Amazon.

I used to work for a company that made POS and Self Checkouts. Walmart was a big customer and we had to make sure the stack didn’t have any AWS. Same with Target.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#175

Earlier quoted context omitted.

I’ve been impressed by what I’ve heard about Walmart. They apparently won’t even use a SaaS tool if it’s hosted on Amazon.

In my last job we used Basecamp for project management and then we started doing work for Walmart. They flat out said if you want to use a SaaS tool then they have to sign a liability agreement in case any trade secrets were leaked. Needless to say they said no as did everyone else. Which forced us into self hosting a ton of stuff.

Walmart uses a few big SaaS providers it’s weird they singled out Basecamp and self hosting. I built a couple integrations to Walmart’s SaaS products. We used off the self SaaS products hosted in the clouds too.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#176
post #131

Earlier quoted context omitted.

This just doesn't pass the smell test. Running your own data center is a huge capital and operational investment. While there are hundreds of companies world wide that do this, they tend to be core telecommunication companies (infrastructure), dedicated data center operations, dedicate hosting companies or companies with billions in revenue. A google search confirms that they colocate, apparently with Equinix. This i…

Having servers in a colo is pretty much what "having a datacenter" means for the last 10 years or so. I'm surprised at your viewpoint of "having a datacentre" meaning only having direct ownership of the piece of land on which the datacentre resides. That's a pretty rigid and outdated definition.

Maybe where you live, but not where I live and probably also not where he lives.

When we (locally) talk about having your own hardware we use terms like 'bare metal' and 'machines' or even the specific names of the types of machines, like 'the blades' or 'the dells'. We really only use 'datacenter' when we talk about a physical location we own, with power we own, cooling we own, networking we own, and access control we own. Otherwise it's just colo.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#177

Earlier quoted context omitted.

My guess is simply, they don't want to fund their own competitors. Microsoft is a direct competitor already (so is Google,) and who knows what Amazon will do. That really only leaves IBM and Oracle. I've always been baffled when someone hosts on their competitors' platform. Like Netflix hosting on AWS, and Grocery Stores hosting on AWS. Microsoft & Google rarely have that problem (except on this one.)

I’ve been impressed by what I’ve heard about Walmart. They apparently won’t even use a SaaS tool if it’s hosted on Amazon.

That's pretty weird. AWS and Amazon's shop are two different companies. If they are afraid of leaking data, that two-hop scenario seems to be less of a problem than all the single-hop vendors they have themselves.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#179

Earlier quoted context omitted.

Apple buys chips from Samsung. Or at least they used to - I guess lately they are strictly reliant on TSMC? https://wccftech.com/samsung-aiming-high-apple-a13-next-year... https://www.fool.com/investing/2020/01/23/apple-boosts-chip-...

This is incorrect. Apple doesn't buy chips from Samsung or TSMC. Apple orders the chips to be manufactured by them. The chip design is made by Apple on their own. Buying a chip from someone (i.e., purchasing rights to use an existing chip design made by someone) vs. ordering your own chip to be manufactured by someone are two different things. It's like, we don't say that Apple just bought phones from Foxconn, they s…

Sure, my point is just that it's not insane to give money to another arm (pardon the pun) of a company you happen to be competing with, and in fact it happens all the time.

Re: Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

#180
post #140
post #131

Earlier quoted context omitted.

This just doesn't pass the smell test. Running your own data center is a huge capital and operational investment. While there are hundreds of companies world wide that do this, they tend to be core telecommunication companies (infrastructure), dedicated data center operations, dedicate hosting companies or companies with billions in revenue. A google search confirms that they colocate, apparently with Equinix. This i…

There was some leaked corp doc from Amazon (Wikileaks maybe?) that showed significant chunk of their DC space had a recognizable name attached to it, it looked a lot like they often just buy this stuff in too.

Yes, Amazon buys space just like everyone else. I have been in lots of buildings or campuses where they were located.

They buy a lot of space, and they work with lots of providers, but they don't own very many sites. So I guess they don't "have a datacenter" for the purposes of this thread. No one I know in the business thinks this way in the year 2020.

Designing and operating datacenter facilities is specialized work, and it's about compliance, auditing, risk management, electrical, plumbing, hvac and other skilled trades. The datacenter industry actually has very little to do with computers, so there is a natural split between the facility and the server / network equipment it houses.

Basically all commercial datacenter providers operate as REITs, which is tax advantageous but extremely limiting in some ways. Amazon can benefit from this (with lower pricing) without dealing with it themselves.

Owning can offer some advantages, but it also means you're with that site for the long, long haul. Efficiencies of designs are always increasing, so operating in an old facility costs you money. If you built the site to your own spec, good luck exiting -- the next owner will have to do a total overhaul to get it to industry spec and get customers.

Even if you have a 10 year lease, there are always ways to get out if you want to. Especially if you're Amazon.

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