Volkswagen to football, the cloud is impacting deeply on everything

The pioneer in the Amazon Web Services (AWS) cloud has an annual revenue execution rate of $ 36 billion. It has almost twice the market share of its closest competitor, Microsoft Azure. In the eighth edition of the AWS customer conference, re: invent, in Las Vegas in early December, there was a record attendance of 65,000. CEO Andy Jassy, ​​who invariably intermingles his opening speech with musical scores, this time reflected the optimism in the cloud and the company's performance with Queen 'Don't stop me now, I'm having a good time.' Jassy announced the Graviton 2 processor, a powerful data center chip acquired by Intel and AMD, and more than 20 new features and services, including six new capabilities for Amazon SageMaker, including Amazon SageMaker Studio, which unifies all the tools needed for the machine file
arning development In an exclusive interaction with TOI, Jassy talked about the future of the cloud. Excerpts

What are the newest workloads that customers are excited to move to the cloud? Are AI and ML shaping the conversation in the cloud?

Many companies are doing these massive migrations to the cloud. Sometimes it's the digital transformation, sometimes it's just modernization. As they move their main applications and learn about the value they get in the cloud, they are also finding all kinds of new workloads that they previously did not think possible and are now developing capabilities around them. If you look at VW (Volkswagen) as an example, they are completely reinventing their factories, manufacturing and logistics in addition to AWS. If you look at the National Football League (NFL), the health and safety of players is such an important factor. They will take many years of information and video, and use computer vision and AWS ML algorithms and simulate millions of combinations of different contact points, different contact angles and different types of equipment, and what type of injuries they have had. They will also be able to create a digital platform for athletes, where they will create a virtual repository for each player so they know what it is like when they look healthy and compare it to a player who may have a head injury. ML is something that can show you the subtleties between movements that are sometimes difficult to catch.

When he talks about cloud transformation, he is not just technical, he needs high-level leaders to align with the strategy. Where are you seeing the gaps?

When you are a great company, you have succeeded and have a workforce that has operated the business in a certain way for a long time. But when there is a great disruptive change in the transformation of technology: the greatest technological change in our life time to the cloud, where it is much more profitable and can move faster than ever before, sometimes it is difficult to decide to make the change . And if you allow yourself to slow down to make a transformation, you will find yourself waking up one day where you really are behind your competitors and struggling to catch up. In a large company, where inertia is difficult to break, if the leader is not on board, they will find ways to slow down. Those who are most successful have aggressive goals from top to bottom.

You have suggested that Oracle and IBM are lagging behind due to their continued promotion of legacy systems, including mainframes ...

We believe that in approximately ten years, relatively few companies will have their own data centers, and those that do, their footprints will be much smaller. All that computing is moving to the cloud. We are trying to make it easier for customers to move to the cloud. There are many solutions that try to solve that problem, but none of them are getting traction because they have different APIs, tools and hardware, very different from what people use in the cloud or on the premises. We think about the problem differently and create AWS Outposts to distribute AWS on the premises. It offers you the same AWS hardware, services, API and tools infrastructure to create and run your applications on the premises and in the cloud for a hybrid experience.


You look like two years ahead of Microsoft Azure. He criticized Microsoft for its recent licensing adjustments that discourage customers from running Windows Server deployments in non-Azure clouds. But it is also true that Azure and Google Cloud are growing much faster than AWS.

In each area, whether in computing, storage, database, machine learning, analysis, our clients regularly tell us that they see us a couple of years in advance in terms of functionality and operational maturity. We have this expression internally, there is no compression algorithm for the experience and that is because you cannot learn certain lessons until you reach a different scale with the business. AWS is larger than other providers and you learn certain lessons that others who have not reached that scale cannot learn. Then you can see, after a long time, companies force you to buy their licenses to use your product. But it is very hostile and customers don't like it and I think it drives customers away from those products. When they look at the way the big license companies of the old guard, Oracle and Microsoft, behave, they simply don't want to continue using those products.

Microsoft obtained the $ 10 billion JEDI contract. You say it was unfairly awarded ...

Customers make a detailed comparison of apples with apples from our platform with others and always tell us that we are a couple of years ahead in terms of functionality and maturity, so you are in a place quite different from where that acquisition came from . I think part of the problem is when you have an acting president who is openly dismissive of the company and its CEO, which makes it difficult for government agencies to make objective decisions without fear of reprisals.

Is there a delay effect in emerging markets that respond to the cloud compared to mature markets?

I think that virtually every country in the world and every type of business and every stage of the business is using the cloud in a very significant way. Adoption in the USA UU. It goes 12-36 months ahead of any other place, depending on the country and the industry. In the early days of AWS, it was mainly new businesses and small businesses that used the cloud to transform. Today they are all.

Volkswagen Industrial Cloud

Volkswagen has 122 factories around the world, but the tech used in them are often disconnected from each other. So it is working with AWS to lift all the factories into the cloud with one common architecture - the Volkswagen Industrial Cloud. It’s a mammoth task for the automaker that has iconic brands like the Beetle, Porsche and Audi, and a portfolio of 365 car models. It produces 44,000 vehicles every day. More than 1,500 suppliers globally produces 200 million components and parts that are shipped into its factories every single day. Volkswagen’s cloud is one of the biggest IoT projects in the manufacturing world, comprising a digital production platform to connect robots, body shop, assembly, logistics. The new platform will have sensors in each factory and tech that will send information so that everyone knows what the others are doing. Machine learning algorithms will gather information from sensors on the shop floor and provide insights. It’s a showcase of cloud power.