Welcome!

Industrial IoT Authors: Zakia Bouachraoui, William Schmarzo, Elizabeth White, Stackify Blog, Yeshim Deniz

Related Topics: @CloudExpo

@CloudExpo: Opinion

Cloud Computing Rising in Southern Asia

It Reminds Me of San Francisco & Silicon Valley a Few Decades Ago

I remember, some 30 years ago, after I'd first moved to San Francisco and started to learn about what was going on in Silicon Valley, how the San Francisco 49ers snuck up on people. No, I'm not really going to use a tired football analogy to talk about business or technology. I'll use a new analogy instead.

This team had been very poor for a few years, but was suddenly looking better. The team went from 2 wins (out of 16) in consecutive seasons to 10 wins in 1980; its momentum was obvious to anyone who watched them in the Bay Area, but not so to the rest of the country.

When the great Niners dynasty of the 80s then announced itself the following season, with the most famous play in NFL history ("The Catch") in the playoffs, and a win in the 1982 Super Bowl, no one in the Bay Area was surprised, even as the rest of the football-watching world was taken aback.

The Niners arose, coincidentally, with the business reputations of San Francisco and Silicon Valley. Pioneers such as Fairchild and HP had found great success a few decades earlier, and Intel, Apple, and others were making a name for themselves in the 70s. San Francisco had a big oil company, Levi's, and some big banks.

But San Francisco was still seen as a West Coast backwater, a second-tier refuge for people with not quite enough talent or drive for New York; the Santa Clara Valley was still not considered to be the engineering equal of say, Morristown, NJ or Los Angeles. Then, as with the Niners, no one in the Bay Area was surprised when the valley ascended to the top of the global heap thereafter.

Perhaps this is what I'm seeing in southern Asia now. In particular, the ASEAN region of Southeast Asian nations has been impoverished for a long time, with only Singapore fully emerging as a developed nation (and a very small one at that). But Malaysia and Thailand have emerged a little bit, and Indonesia (by dint of its large population) has become on the world's Top 20 economies.

Flanking Southeast Asia are India to the west and China to the north, and there's no secret about their recent development.

Asia was thought to be full of economic "tigers" a couple of decades ago, a notion that was squelched with the Asian Financial Crisis in the late 90s. That was a currency crisis, however, with things pegged unrealistically to the US dollar, belying an underlying weakness. These days, ironically enough, the dollar is the weak currency; most Southeast Asian nations (as well as China and India) are struggling mightily to keep their currencies from getting too strong.

Money Is Icumen In
With investor concerns about the debt of the United States, the Eurozone, and Japan, there is new money flowing into the region.

The outsourcing phenomenon has contributed heavily to manufacturing in Thailand, Malaysia, and Indonesia - and to services in India and the Philippines. Regional demand for cars has also helped Indonesia, as well as India.

And now, there is a new focus on locally developed Cloud Computing software and locally deployed hardware.

The big news this week was the announcement of a $180-million venture fund in China, launched by former Google China chief Kai-Fu Lee. Certainly, the Chinese government has been driving numerous large-scale Cloud developments throughout the country. We'll now see if there is true potential for smaller scale, entrepreneurial start-ups there.

This announcement may obscure what's going on in southern Asia. There is other money in the region, some of it venture capital, much of it not.

Tenaya Capital from San Francisco has just sent $10 million for a fifth round of financing for a GupShup, a social networking company in India. Flipkart, a Bangalore start-up that seems similar in approach to Amazon, is being considered for as much as $150 million in funding from the US.

Hardware, Too
On the hardware side, a company in the Philippines, IP Converge, is providing hosted Cloud services and making a profit. Company president Rene Huergas has said "the Philippines is set to follow the encouraging global trend in Cloud Computing."

The same optimism was shown recently by local leader Globe Telecom, which is teaming up with VMWare and Hitachi Data Systems to offer a suite of new Cloud Computing services. The company has revenues in excess of US$1 billion, and has deep pockets, with ownership by SingTel (Singapore Telecom) and the local Ayala Corp.

These are just a few examples of the momentum I'm sensing. History has not been kind to the San Francisco 49ers in recent years, even as it appears to be smiling again on entrpreneurialism in The City and Silicon Valley. And perhaps this is southern Asia's time to emerge on the big stage, something that will surprise no one here even if it sneaks up on the rest of the world.

Follow me on Twitter

More Stories By Roger Strukhoff

Roger Strukhoff (@IoT2040) is Executive Director of the Tau Institute for Global ICT Research, with offices in Illinois and Manila. He is Conference Chair of @CloudExpo & @ThingsExpo, and Editor of SYS-CON Media's CloudComputing BigData & IoT Journals. He holds a BA from Knox College & conducted MBA studies at CSU-East Bay.

IoT & Smart Cities Stories
Dynatrace is an application performance management software company with products for the information technology departments and digital business owners of medium and large businesses. Building the Future of Monitoring with Artificial Intelligence. Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more busine...
Nicolas Fierro is CEO of MIMIR Blockchain Solutions. He is a programmer, technologist, and operations dev who has worked with Ethereum and blockchain since 2014. His knowledge in blockchain dates to when he performed dev ops services to the Ethereum Foundation as one the privileged few developers to work with the original core team in Switzerland.
René Bostic is the Technical VP of the IBM Cloud Unit in North America. Enjoying her career with IBM during the modern millennial technological era, she is an expert in cloud computing, DevOps and emerging cloud technologies such as Blockchain. Her strengths and core competencies include a proven record of accomplishments in consensus building at all levels to assess, plan, and implement enterprise and cloud computing solutions. René is a member of the Society of Women Engineers (SWE) and a m...
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
Whenever a new technology hits the high points of hype, everyone starts talking about it like it will solve all their business problems. Blockchain is one of those technologies. According to Gartner's latest report on the hype cycle of emerging technologies, blockchain has just passed the peak of their hype cycle curve. If you read the news articles about it, one would think it has taken over the technology world. No disruptive technology is without its challenges and potential impediments t...
If a machine can invent, does this mean the end of the patent system as we know it? The patent system, both in the US and Europe, allows companies to protect their inventions and helps foster innovation. However, Artificial Intelligence (AI) could be set to disrupt the patent system as we know it. This talk will examine how AI may change the patent landscape in the years to come. Furthermore, ways in which companies can best protect their AI related inventions will be examined from both a US and...
In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at D...
Bill Schmarzo, Tech Chair of "Big Data | Analytics" of upcoming CloudEXPO | DXWorldEXPO New York (November 12-13, 2018, New York City) today announced the outline and schedule of the track. "The track has been designed in experience/degree order," said Schmarzo. "So, that folks who attend the entire track can leave the conference with some of the skills necessary to get their work done when they get back to their offices. It actually ties back to some work that I'm doing at the University of San...
When talking IoT we often focus on the devices, the sensors, the hardware itself. The new smart appliances, the new smart or self-driving cars (which are amalgamations of many ‘things'). When we are looking at the world of IoT, we should take a step back, look at the big picture. What value are these devices providing. IoT is not about the devices, its about the data consumed and generated. The devices are tools, mechanisms, conduits. This paper discusses the considerations when dealing with the...
Bill Schmarzo, author of "Big Data: Understanding How Data Powers Big Business" and "Big Data MBA: Driving Business Strategies with Data Science," is responsible for setting the strategy and defining the Big Data service offerings and capabilities for EMC Global Services Big Data Practice. As the CTO for the Big Data Practice, he is responsible for working with organizations to help them identify where and how to start their big data journeys. He's written several white papers, is an avid blogge...