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Europe, especially Germany, has this general consensus that EU needs it's inhouse large cloud providers. So think about state subsidies, preferring european partners and stuff like that. With enough capital and will they will get to somewhere. You can be sure the political establishment likely has their back.
And it makes sense, of course. If you rely on US-companies, you're dependent on the US. Any political or economical conflict will result in Washington pressuring US-companies and you'll be in a bad place. Given that most European governments (and Germany's especially) are very unhappy with the current US administration, it's obvious that they'd want to reduce dependencies.
I'm really confused why they think european data protection laws are likely to be a big barrier. I think Amazon is well poised to let you choose regions for things, and unless LIDL knows something we don't, will probably be able to adapt to almost any new regulations as well or as fast as Lidl could. I also wonder why I would trust LIDL to execute on a vital part of infrastructure for us, when they can't manage an SA…
Earlier quoted context omitted.
The resources Schwarz group has are quite large. Also, EU has zeigeist that they need their own massive cloud providers. So think it as a new flavour of Boeing vs Airbus, if you will. Hopefully with not so many state subsidies.
How large are their resources? Keep in mind we are talking about clod computing here where the big 3 themselves should be doing 60-70 billion dollars in sales yearly, so large has to be relative to the Industry.
"The acquisition, which completed on May 1, brings 70 cloud specialists into the wider group”. For comparison, Amazon has 40,000 employees in AWS.
Do they really? That’s an absurd number even by large company standards.
In Sweden Lidl is know for being suspiciously cheap, they're even playing on it in their ads here. They had a marketing stunt where a chef started a luxury pop-up restaurant and the payoff was that it was all Lidl ingredients. "You can cook good food EVEN though you're using Lidl stuff" I'm not 100% sure that's what I want of a cloud provider.
Imo, they're already good at the supermarket business. I am wondering, instead of doing something out of their expertise, why they do not try to focus and beat other players in their core business. I think there are plenty of areas that can be improved. Having only 70 army and try to be on par with AWS is preposterous!
"The acquisition, which completed on May 1, brings 70 cloud specialists into the wider group”. For comparison, Amazon has 40,000 employees in AWS.
Surely it can't be that many. And if it is, that has to include janitors at their data centers.
"The acquisition, which completed on May 1, brings 70 cloud specialists into the wider group”. For comparison, Amazon has 40,000 employees in AWS.
Surely it can't be that many. And if it is, that has to include janitors at their data centers.
EC2 has thousands of engineers by my estimation. Source: I worked thete.
There are 200+ AWS services now. So just 8 engineers (2 pizza team) for each service would be 1600 engineers. Let alone marketing, enterprise sales etc.
They are not streamlining retail processes because they earn too much money with it. They have great IT talent, which is building fancy pilots all day, but refuse roll them out because it will cannibalize their core business. Their core business is keeping people in the store for as long as possible so they buy more stuff.
On the logistics side, they have been the first large-scale retailer to digitize the EUR-pallets (they have RFID-based plastic pallets) which allows for some pretty fancy stuff.
They roll out their pallet processing tech at the suppliers' plant and have logistics data in their systems even before it is loaded on the suppliers' trucks.