J On The Beach’s Post

I am not able to attend conferences like I used to in the past. What I do make sure I do, is follow the writings and thoughts of Colin Breck that are full of ideas, links, and innovation. A great blog post that has me thinking and planning. #iworkforgm #distributedsystems #gmrs_lead

Parts of my online presence moves to AWS. AWS does have an AI chatbot, which helps me to navigate the complexity of AWS. The online gallery moved to a new domain. It's new address: https://lnkd.in/exW4j-wT

Managing #data and using data to help make business decisions doesn't have to be intimidating or out of reach. Consultis can provide solutions and allow you to focus on your core business. #consultisexcellence

𝗧𝗵𝗲 𝟰 𝗣𝗿𝗼𝘃𝗲𝗻 𝗠𝗶𝗰𝗿𝗼𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗣𝗮𝘁𝘁𝗲𝗿𝗻𝘀 𝗘𝘃𝗲𝗿𝘆 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 𝗡𝗲𝗲𝗱𝘀 𝗧𝗼 𝗞𝗻𝗼𝘄 Are you tired of your ‘microservice’ systems looking like a tangled mess? Do you feel like you need a PhD in Computer Science just to wrap your head around how all your services work together? Microservices can be complex and difficult to build especially if you’re not familiar with the best practices In the latest edition of my newsletter, I've shared with you 4 industry-standard patterns to help you build the scalable and efficient systems that 99% of developers only dream of building https://lnkd.in/ePjzdeGP #softwareengineering #microservices #aws #awscommunity

Just finished reading the datapreneurs, by Bob Muglia after his appearance on the Joe Reis 🤓 show. His journey with Microsoft and later as the CEO of Snowflake was fascinating. All the sections of the book detailing innovation in the past, especially in the early days of computing gave me a bit of a Wild West vibe🤠. Going through a summary of these large innovations that we take for granted today, have really given me a renewed respect for the silent superstars at the large technology giants, and the visionary that was the 90's Bill Gates (As a millennial myself I was mostly exposed to stories of the greed). I went back and watched the 1990 Information at your fingertips presentation the book discussed: https://lnkd.in/gnJv87_e. There are a lot of parallels between this presentation and annual keynotes of technology giants today, and this was presented 33 years ago! Some of the latter parts of the book felt like a VC pitch and there I got lost, but maybe I have been reading too many Benn Stancil blogs 🤷♂️ . In summary, the datapreneurs is a great read! Bob Muglia has a deep understanding of the industry. It was great to learn about his journey and his ideas for the future. If you know any other great reads about the early days of computing please share! https://lnkd.in/g5t5FdH5 #reading #innovation #cloud #data

Based on my diverse experience in the data center cloud supply chain industry (IBM, Microsoft, HP, Equinix, Google and their customers) and my experience working in the contract manufacturing supply chain industry (ZoomSystems, Byju's/Osmo, PCH International and their customers) I have also seen repeated patterns/trends that provide a forecast insight into what will shape the data center industry in the next 5-10 years. After leaving Equinix I spent five years working in PE backed startups where financial optimization in the cloud supply chain was mandatory, and where the companies usually also had physical products that needed to have their supply chains optimized. During these last two years at Byju's/Osmo we have aggressively optimized the supply chain. PCH International is behind many of Silicon Valley's hardware brand innovations in the last 20 years; it was founded by Liam Casey and got traction by being one of the first to help companies leverage the hundreds of contract manufacturers in China. While I was CFO at PCH, Mike McNamara left his 20+ year tenure leading Flex during their hypergrowth years and joined PCH as our board chairman. Mike helped me understand the many historical parallels between contract manufacturing industry, and the data center industry. Both contract manufacturing and cloud computing industries started when most companies would build their own giant factories/datacenters and they realized that they could generally get better quality at a lower price by relying on third-party service providers who invest capital to build giant production facilities and supply chains. Flex/Jabil/Solectron competed in a hyperscale race for about 20 years to build giant factories all around the world, train local resources where the costs of production were low, and help companies migrate workloads. Quality and standardization was the key value proposition for global scale. However, over time specialized resources who had been trained by working in the hyperscalers began to create specialized service offerings in local regions where costs were low. Following classic disruption theory patterns seen in many other industries the standardized business models lost traction to specialized contract manufacturers focused on a defined service. Flex/Jabil/Solectron lost market share to companies like FoxConn and hundreds of smaller contract manufacturers who offered targeted services at a lower price. Over time Solectron shrank and was acquired by Flextronics and it rebranded to Flex. Flex/Jabil struggled to figure out how to fill the giant capacity they had built in most parts of the world. There will be MegaScale AI/ML Data Center campuses and GigaWatt Campuses; however, I believe that hundreds/thousands of smaller specialized data centers that can offer quality standards at a lower price will capture an increasing % of marketshare. It sounds heretical now, but I have a clear hypothesis of how it will work. What do you think?

Simplififying complex terms is essential in todays world which latches on to jargons and relies on narratives https://bit.ly/4aonk2h

I am pleased to publish the first ASG - Team Research note with my co-author Dan Golding who joined ASG as our Partner & CTO last month. We wanted to share some of our insights with the community based upon our industry experiences and working with some of the leading Digital Infrastructure Funds, emerging Data Center Platform companies, Hyperscalers and specific Real Estate Development Clients who we collaborate with in the new AI/ML Driven world - Nothing will be the same!    15 years ago when I started at Equinix, we started the journey to reposition a multi-regional colocation & interconnection leading company. I had the pleasure of working with a great team under the leadership of Steve Smith as CEO, where at an offsite executive strategy session in Boulder Colorado, I had the opportunity to launch “Platform Equinix” where we used the latest book about to be released by James Collins “Great By Choice” to reposition the company as a Platform company offering the same product & services and customer experience across world. We continue to face the next transformational shifts for the industry starting with the growth of Hyperscale Campuses and “Connected Campuses” for Hyperscale Global Cloud Business during my time as COO ar CoreSIte and then Digital Realty.    NOW we are transitioning to MegaScale AI/ML Campuses that can scale to GIGAWATT Campuses and the evolution to a next generation of AI Cities & Factories. These Gigawatt campuses will form the foundation of a “Global Digital Infrastructure Grid” where next generation platforms require extraordinary Sustainable or Zero-Carbon power at scale, water/liquid cooling, multi-directional high-count fiber conduits for long-haul & metro networks, redundant power and the local support for permitting & entitlements to support the AI transformation. In this Research Paper, we have highlighted several key Investment Themes that we think are critical for 2024 and beyond. We are excited to work with our global clients and industry market leaders who are leading the disruption and transformation to the AI/ML Generation. We look forward to sharing more insights and best practices as these initiatives evolve. https://lnkd.in/eeQfwpiB

Jarrett Appleby and I share our insights on the Datacenter, Cloud, and AI/ML markets. We're at a time of massive change and equally significant opportunity. We focus on those changes, our investment thesis, and on a group of focus companies that we think are prepared to ride the waves of change. This is the first true research note that I've written in 15 years. And it was a very different - and awesome - experience writing it was Jarrett, as his business insights into the market are immense. Combined with my technical vision, we believe its worth your time and attention. https://lnkd.in/eUNi7BCx #EdgeConneX #DigitalRealty #Equinix #Powerhouse #Endeavor #Edged #dcblox #PTC24 #Cloud #Hyperscalers #datacentersolutions #machinelearning #AIFactories #Datacenterinfrastructure #Buildersofthedigitalage #iMasons #PTC #datacenters #gpu

Couldn't make it to our webinar yesterday? No worries! The recording and slides are now available for you to catch up! Explore the new generation EGI container execution platform and watch the demo by our guest speaker Adrián R. (CESNET, z.s.p.o).