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

cnbc.com

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

#211

Post by dehrmann »

cmauniada wrote: post #13

Why? Is it because of cost? Perhaps nepotism? I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Something seems fishy... someone from Zoom care to chime in? Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat? Even then, Microsoft is already competing using Microsoft Teams and if Amazon wanted…

> Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat?

For Amazon marketplace merchants, I get how Amazon using internal metrics to start carrying popular products is a problem. For Zoom, though? They're public, and they announce quarterly usage numbers. There's nothing to copy that they can't already see.

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

#212

Post by blasteye »

rubiquity wrote: post #79
holler wrote: post #52

Earlier quoted context omitted.

I've heard nothing but negative reviews about Chime from amazon employee's whom have to use it daily...

Disclaimer: I work at AWS. I use Chime and love it. Its lack of features is a feature in my opinion. I used Slack for years before using Chime and I’m happy with the switch. I don’t get nearly the chat fatigue I used to get from Slack. Chime reminds me of HipChat and Campfire in terms of UX but with the availability you’d expect an AWS service to have.

Can't state that benefit enough. Zoom is draining right now. They shame participants into using video.

Chime's UX design really allows you to join calls without video and without the pressure.

It's great as video doesn't add much to a large conference call.

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

#213

Post by dehrmann »

chrisseaton wrote: post #75
cmauniada wrote: post #13

Why? Is it because of cost? Perhaps nepotism? I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Something seems fishy... someone from Zoom care to chime in? Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat? Even then, Microsoft is already competing using Microsoft Teams and if Amazon wanted…

> I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Because Amazon, Microsoft, and Google are competitors to Zoom. Why would you host on your competitor ?!

Netflix and Spotify don't seem to have any problems. Cloud hosting is also at least a semi-important part of these businesses. I'm sure the contracts prevent outright abuse of the relationship, but more than that, if a cloud provider took advantage of that relationship, no one would host their again.

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

#214

Post by jhatax »

scott00 wrote: post #114

Some useful context: Zoom also runs 17 of their own data centers in addition to using AWS and Azure[0]. This deal is to run their "expansion" on OCI. Hard to say what that means exactly, but it doesn't sound to me like Zoom is making a big bet on OCI. [0] https://www.cnbc.com/2020/03/18/zoom-cfo-explains-how-the-co...

> Hard to say what that means exactly, but it doesn't sound to me like Zoom is making a big bet on OCI.

So, which is it? Is it hard to say what it means exactly or is that Zoom isn’t making a big bet on OCI?

I can understand that you can be skeptical of a company deploying on OCI because of whatever biases you might have, but you’re making quite a leap that doesn’t add anything to the actual discourse on the topic.

If Zoom weren’t making a bet on OCI, they wouldn’t care to put this out into the media. They wouldn’t go on record and provide a quote if they were beholden to AWS or Azure. Zoom is a relatively small fish vs. AWS; they wouldn’t want to piss off their Cloud infrastructure provider for what you’re calling “not a big bet on OCI”.

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

#215

Post by dehrmann »

filoleg wrote: post #162
rrdharan wrote: post #126

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…

Apple still buys flash (I think) and sdram from Samsung.

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

#216

Post by skuhn »

blasteye wrote: post #209
skuhn wrote: post #183

Earlier quoted context omitted.

Imagine migrating 100 PB from S3 to Oracle's object store. First of all, the egress fee will cost you $5,000,000 (no joke). Second, it will take months. Don't think your early stage startup will ever have that problem? That's exactly what a lot of other people thought 5-10 years ago, and now they're stuck in S3 which means they need to use EC2 to manipulate that data which means they may as well put it all in AWS bec…

That's with list price. I've helped with a migration larger than that, and was less than your 5mil number. People forget that when you talk about customers spending 100+ mil/year they get heavy discounts on many of the SKUs.

You're right, AWS does heavily discount at this price point (as do other providers).

Egress fees on the order of 40-50% off list are possible in my experience.

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

#217

Post by dehrmann »

outworlder wrote: post #122
cmauniada wrote: post #49

Earlier quoted context omitted.

AWS isn't that far off from following in the same path. Look at what they did with Elastic Search.

That has nothing to do with the subject being discussed. Unless you are saying their offering harvests customer data?

I have no inside knowledge about this, but I'd assume and expect AWS to only use customer metadata like resource utilization for capacity management and planning. Much more and they run into compliance issues with things like HIPPA, SOC 2, and PCI.

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

#218

Post by skuhn »

cobookman wrote: post #208
skuhn wrote: post #180

Earlier quoted context omitted.

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 wor…

Google & Facebook both build their own Datacenter facilities. But they operate at a scale that is very unique.

They build sites, but they also lease space from the same providers as everyone else.

It's also worth noting that sometimes when a company builds a datacenter in a green field situation, it may be working with a datacenter provider on that project. So the company may own it, but they're paying the provider to use their design elements and potentially to operate it.

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

#219

Post by kthejoker2 »

ashtonkem wrote: post #136
ViViDboarder wrote: post #32

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.

You can’t use AWS if you sell large amounts of stuff through Walmart either. One of my former clients demanded that we use Azure because of this.

You can use AWS, you just can't store any WalMart data there .. which is usually 30-90% of your data for your typical CPG.
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