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蘋(píng)果iCloud服務(wù)或轉(zhuǎn)移至谷歌

蘋(píng)果iCloud服務(wù)或轉(zhuǎn)移至谷歌

Barb Darrow 2016年03月18日
谷歌可能贏得部分iCloud業(yè)務(wù),但從長(zhǎng)期來(lái)看,蘋(píng)果依舊會(huì)將命運(yùn)掌握在自己手中。

這則資訊非常有趣:科技新聞網(wǎng)站CRN引用匿名人士的話稱(chēng),蘋(píng)果公司(Apple)可能正在將一部分iCloud業(yè)務(wù)轉(zhuǎn)移到谷歌的云平臺(tái),以減少其對(duì)亞馬遜云服務(wù)(Amazon Web Services,AWS)的依賴(lài)。眾所周知,iCloud是蘋(píng)果用戶(hù)存儲(chǔ)照片和文件的虛擬空間。

如果此事屬實(shí),這將給谷歌云平臺(tái)帶來(lái)巨大的推動(dòng)作用。目前,谷歌正在努力躋身三大公共云提供商之一,與市場(chǎng)領(lǐng)導(dǎo)者亞馬遜云服務(wù)和微軟(Microsoft)Azure并駕齊驅(qū)。

按照公共云的運(yùn)行模式,一家公司購(gòu)買(mǎi)和運(yùn)營(yíng)大量計(jì)算能力、存儲(chǔ)空間和網(wǎng)絡(luò)帶寬,并出租給那些無(wú)意建設(shè)過(guò)多專(zhuān)屬于自己的基礎(chǔ)設(shè)施的公司。

該份報(bào)道距離Google NEXT大會(huì)還有一周時(shí)間。谷歌將在此次大會(huì)上宣布其云平臺(tái)的新特性和新客戶(hù)。VMware公司聯(lián)合創(chuàng)始人戴安妮?格林被任命為谷歌企業(yè)業(yè)務(wù)的負(fù)責(zé)人,屆時(shí)她將出席大會(huì)。這也是她自去年11月份上任以來(lái)首次出席的大型公共論壇。

報(bào)道稱(chēng):知情人士透露,谷歌高管告訴合伙人,蘋(píng)果公司將在谷歌云平臺(tái)投入4億至6億美元,但這一點(diǎn)并未得到獨(dú)立消息來(lái)源的證實(shí)。此外,目前尚不明確這一范圍是指年支出率還是固定容量的價(jià)格。

因此,這件事尚有較大的解釋空間。根據(jù)推測(cè),此事也會(huì)影響蘋(píng)果公司對(duì)微軟Azure的使用。外界普遍接受的觀點(diǎn)是,iCloud同時(shí)使用Azure和AWS,但三家公司均未對(duì)此事進(jìn)行確認(rèn)。

《財(cái)富》雜志已經(jīng)聯(lián)系各家公司,并會(huì)隨時(shí)提供最新動(dòng)向。

不過(guò)下面才是問(wèn)題的關(guān)鍵。蘋(píng)果一直以其封閉性著稱(chēng),因此從長(zhǎng)期來(lái)看,我們不太可能看到蘋(píng)果依賴(lài)這些行業(yè)巨頭。蘋(píng)果公司對(duì)自己的數(shù)據(jù)中心基礎(chǔ)設(shè)施的投入巨大。上個(gè)月,摩根?士丹利(Morgan Stanley)的分析師認(rèn)為,蘋(píng)果公司39億美元的投資計(jì)劃,表明其正在美國(guó)和歐洲興建自己的大規(guī)模數(shù)據(jù)中心。分析師表示,隨著蘋(píng)果公司開(kāi)始更多使用自己的數(shù)據(jù)中心容量,其在AWS上的支出將會(huì)下降。據(jù)分析師估計(jì),蘋(píng)果公司在AWS的支出約為每年10億美元,而此項(xiàng)支出將會(huì)縮減。

歸根結(jié)底的問(wèn)題是,除了這些公司,外界沒(méi)有得到任何官方的消息,但據(jù)我猜測(cè),蘋(píng)果公司很清楚,對(duì)于云基礎(chǔ)設(shè)施,公司必須將命運(yùn)掌握在自己手中。

而且谷歌、亞馬遜和微軟,是蘋(píng)果公司多項(xiàng)業(yè)務(wù)巨大的競(jìng)爭(zhēng)對(duì)手,因此這一點(diǎn)顯得尤為重要。所以,蘋(píng)果公司不太可能允許過(guò)于依賴(lài)任何一家或三家公司的云服務(wù)的情況發(fā)生。

但修建數(shù)據(jù)中心需要數(shù)年時(shí)間。有一位資深云技術(shù)觀察家和IT顧問(wèn)說(shuō)過(guò),蘋(píng)果一直希望控制自己的技術(shù)堆棧,這意味著蘋(píng)果會(huì)讓這些云服務(wù)提供商彼此競(jìng)爭(zhēng),直到自己做好準(zhǔn)備之后,便會(huì)將它們拋棄。我很認(rèn)同這一觀點(diǎn)。

不過(guò),別忘了,我以前也曾犯過(guò)錯(cuò)誤。(財(cái)富中文網(wǎng))

譯者:劉進(jìn)龍/汪皓

This is interesting: Apple may be moving a chunk of its iCloud business—you know, that ethereal place where you store your photos and documents— to Google’s cloud, lessening its dependence on Amazon Web Services, according to a report from tech news site CRN that cites unnamed sources.

If true it will be a big boost for the Google Cloud Platform at a time when it is trying to position itself as one of the big three public cloud providers along with market leader AmazonWeb Services and MicrosoftAzure.

In the public cloud model, one company buys and operates huge amounts of compute power, storage and networking bandwidth that it rents out to businesses that do not want to build more of their own infrastructure.

The report comes a week before the Google Next conference, at which the company will likely announce new features and customers for its cloud platform. Diane Greene, the VMwareco-founder who was named as head of Google’s enterprise efforts, will be on hand in her first major public forum since taking that job last November.

From the story:According to the sources, Google executives have told partners that Apple is spending between $400 million and $600 million on Google Cloud Platform, although this couldn’t be independently confirmed. Also unclear is whether this range refers to an annual spending rate or a set amount of capacity.

So that’s a bunch of wiggle room. Presumably this could also affect Apple’s use of Microsoft Azure. It’s generally accepted that iCloud uses Azure as well as AWS, although none of the three companies have confirmed any of this.

Fortune has reached out to all of these companies and will update this story as needed.

But here’s the thing. Given Apple’s famous insular nature, it’s hard to see it relying on these big players in the long term. Apple is spending a ton on its own data center infrastructure. Last month Morgan Stanley analysts cited $3.9 billion in planned capital spending as an indicator that it is building its own massive data centers in the U.S. and Europe. The analysts said that as Apple starts using more of its own data center capacity, its spending on AWS—which the analysts estimated to be $1 billion a year—will trail off.

The bottom line is that no one outside these companies knows anything officially, but I would guess that Apple knows it has to control its own destiny when it comes to cloud infrastructure.

This is especially true as Google, Amazon, and Microsoft are all huge competitors to various pieces of Apple’s business. So for Apple to allow a dependency to grow on one or more of their clouds just doesn’t seem likely.

Still it takes years to build data centers. I agree with one long-time cloud watcher and IT consultant who said Apple always wants to control its own technology stack which means Apple will play these cloud providers off against each other until such time it’s ready to jettison all of them.

But hey, I’ve been wrong before.

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