雲端計算對社會與經濟之影響

雲端計算對社會與經濟之影響 -

台灣的機會？

Kuo-Wei Wu (吳國維) CEO, NIIEPA 2011,04,15 NTUST

2010.5-Now - ICANN/董事 2004-Now - NIIEPA/執行長

2008-2010 - PIR/董事 1999-2010 - APNIC/理事

2000-2003 - 宏碁公司/副總經理 1998-2000 - 蕃薯籐/資深副總經理

1990-1998 - 國家高速電腦中心/副主任 1984-1990 - Senior Analyst, Cray Research

雲端計算不只是科技議題， 也是經濟與社會議題

Cloud Computing : Hot Air or Killer App? Primitive Definition Case Study

Mobile Internet and Social Network Policy (Public and Private)?

Issues Where we are?

Summary

Cloud Computing : Hot Air or Killer App? Primitive Definition

雲端計算主要定義來自於 NIST (National Institution of Standard and technology)

Cloud Computing : Hot Air or Killer App? Definition Case Study

Mobile Internet Policy?

Issues Where we are?

Summary

Google

Amazon

Facebook

YouTube

GoDaddy.com

What we learn? Modularity Provisioning in the cloud Instantaneous process scaling Volume - 「量」的認知 “Giant” - 「大」的認知 What else?

How Big the players? Market Value Apple : 312.49B ~ NT$9,062B

Microsoft : 214.60B ~ NT$6,223B Google : 187.18B ~ NT$5,428B

ATT : 166.35B ~ NT$4,824B Amazon : 74.56B ~ NT$2,162B

Baidu : 46.2B ~ NT$1,339B Yahoo : 21.12B ~ NT$612B

How Big the players? PE Ratio ATT : 8.41 Microsoft : 10.9 Yahoo : 17.92 Apple : 18.92 Google : 22.13 Amazon : 65.34 Baidu : 86.26

What is the difference between “cloud” and “grid”?

Is Amazon’s EC2 a cloud or grid?

Amazon calls this is a cloud (charge for computing cycles). End users’ applications’ service is required?

Is it really all that new? ASP (Application Service Provider)

this was discussed 8~9 years ago Very few ASPs managed to get customers There were a few successes (Salesforce.com is a success one?) The difference is “scale”?

email is the poster child of cloud computing The companies getting involved are all very “big”!

Cloud Computing : Hot Air or Killer App? Definition Case Study

Mobile Internet and Social Network Policy?

Issues Where we are?

Summary

Facebook

Cloud Computing : Hot Air or Killer App? Definition Case Study

Mobile Internet Policy?

Issues Where we are?

Summary

Main Driver Economic lower up-front capital expense and pay as you actually use lower operating expenses (if increase standardization and automation and delivering applications and services more efficiently)

Worries Fear over security and loss of control of data and systems is hindering adoption Regulatory issues HIPPA (Health Insurance Portability and Accounting Act), Sarbanes-Oxley,... “If you are in Canada, and you want to post data on an American cloud, you may run afoul of Canadian Law”! “Only a few applications are truly built for the Cloud”, and .....

Internal vs. External? “Data security and how sensible it is to store it with a third party”?

“portability and the possibility of being locked into one cloud provider”? Reliability

Data logging The inevitable latency

Geo-political worries Heterogeneity, License management....

What about Internal Cloud ? Higher utilization and efficiency Pooling Applying server resource to demand License Management Monitoring usage and applying policies to shut down servers at non-peak times - energy saving This is “cloud”? It’s still the early days for Cloud...

Security A scary thought? Your IT department knows more about data security than Amazon, Google, ... does? Legitimate worry, such as sensitive resources, data.. Strategic plan, customer data, pricing, .. How durable is the cloud provider? 3 years, 5, 10,..

Put only the data you are comfortable with Take it in little steps,....

“Amazon Shut Down”

“Amazon Shut Down”

“Amazon Shut Down”

“Amazon Shut Down”

“Sony PSN Data leaking”

“Sony PSN Data leaking”

“Sony PSN Data leaking”

What we miss?

What we have? Chip Manufacturing Industry Server/PC industry

Mobil Manufacturing Industry Component Manufacturing Industry

Volume Manufacturers/Low Margin Tiny profit (