Presentation on Cloud Computing and how this will look like in the Japanese market

1. Global Investment Banking and Consulting
Forecast of the Clouds
(W is the weather
hat
Tomorrow?)
• Mergers & Acquisitions
• Joint Ventures July 2009
• Strategic Alliances
• Reorganizations
• Global Strategic Consulting
Private and Confidential

2. Private and Confidential
Global Investment Banking and Consulting
Recent Cloud Computing market activities
 Amazon Web Services
 Leading the industry with newer services,
 Added value 3rd party vendor market growing
 Open Source of their API rumored
 Microsoft
 Azure strategy growing, Office Live, Dynamics Live, etc.. And other key applications moved to the cloud
 Google
 Google AppEngine strategy, plus Google Apps being pushed more to the Enterprise.
 IBM
 Blue Cloud strategy, opening up Cloud Computing data centers in 13 areas in the world.
 Hybrid Cloud Computing strategy: （ Public Cloud （ Smart Business Test Cloud ） と Private Cloud （ Cloud Burst) ）
 Oracle
 AWS EC2 sublicense, QWS S3 data backup service
 Acquisition of Coherence, Sun, BEA, Hyperion, Virtual Iron
 VMWare
 VMS-OS annoucement  Cloud Computing infrastructure technology
 ｖ Sphere announcement  Cloud Computing business stratetgy
 Salesforce.com
 Force.com business model available through Amazon Web Service, Google AppEngine
 Force.com API open interface
 Rackspace （ Mosso)
 Acquisition of 3 Cloud Computing firms  Jungle Disk, SliceHost
 Partnership with CDN Vendor  Limelight
 Focus on Hybrid Computing Solutions for Enterprise demand
Big Fish eating Small Fish
Hybrid solutions (private/public clouds)
Focal point shifting to Enterprise
Open Software community as a threat 2

3. Private and Confidential
Global Investment Banking and Consulting
What is a Cloud Computing solution made of?
 Attempt to group all of this into 3 groups
Office Unified Data as Storage as
CRM Communication
Tools a Service a Service Cloud
SaaS
Service ERP BPM etc.. Billing Security etc…
Computing
Application
Layer Open API Closed API Automated Disaster Detection/
PaaS (Ajax, RoR, etc..) IaaS
(APEX, etc..) Provisioning Recovery
Mgmt. Server Storage Network Desktop
Optimization • Remote V12N V12N V12N V12NVirtualization
Security Administration
Virtualization Admin • Automation Data File Application
etc…
types
• Disaster mgmt V12N V12N V12N
Platform
Layer
HypervisorsVMWare Citrix Microsoft others
HW technology
Server Technology Co-Location
Standards
• Dual  Quad Network Technology Technology
•
EPA
Regulation 14000 • Memory • 1GB/sec QoS
Facility • ISO
• Green Grid
• Slots +  10GB/sec
• Energy Mgmt.
• Disaster Recovery
• etc… • Remote Mgmt.
Hardware
Layer Cooling Alternative Energy Data Center design
Infrastructure • Air • Solar • Container
• Water • Wind • Remote location 3

4. Private and Confidential
Global Investment Banking and Consulting
Why is it hard to define Cloud Computing?
IT Manufacturers ISVs
Oracle 、 SAP 、 Salesforce.com E-Commerce
IBM 、 HP 、 Sun 、 Dell
自社 客層へ
re
ctu nity Amazon
顧
HW E tru u
ソフ の展
. S xpa ras mm
er nd i nf o
T or c
トの 開
vic o I
e wn wn end
bu
sin eo V
SM
es iliz lish
s U t t ab
B
Es
Network Carriers Network service Cloud Market application
Internet Vendors
AT&T 、 Verizon growth
Computing Retain customer base
Google 、 Yahoo 、 Microsoft
n Ne
ow ork Added w
to tw Se Busi
l ue r n e Menu gm ne
va e to en ss
dd t om t
r a us existing
rthe r, C Pure Players
Fu elle services
Joyent 、 OpSource 、３ Tera 、
s
Re Enomaly 、
IT Distributors Hosting Companies
Ingram Micro 、 TechData Rackspace 、 GoGrid 、 Savvis 、
Terremark
4

5. Private and Confidential
Global Investment Banking and Consulting
Cloud Computing market structure （ until recently ）
One big cloud in the sky
Users
Load Balancing
Persistent
Windows
Memory
Storage
Added value
.NET
(SLA, features) SQL
PaaS
IaaS
Allow
Added
Value AWS
Business
Schema
Data Center Infrastructure Lower Op. Cost
Green IT
(V12N 、 SAN 、 I/O Virtualization 、 Energy Efficiency ）
5

6. Private and Confidential
Global Investment Banking and Consulting
Cloud Computing as it appears today (more players…)
Private
Private Cloud
Software as a Service Cloud Computing is Cloud
(SaaS) further defined
Private
Cloud
End
Service Layer
Complete Applications
Private Cloud is born
Users
Platform as a Service
(PaaS) Private Cloud
Public Cloud
Enabling Tools
Platform Layer
Application
Application Development / Software Environment / Scalability
Developers
Infrastructure as a Service
(IaaS)
Infrastructure Layer
Network
Virtualization / OS / Server Hardware / Storage / Networking
Architects
Public Cloud 6

7. Private and Confidential
Global Investment Banking and Consulting
Where Cloud Computing will most likely go from now on….
Corporate in the Center
Public
Sys. Mgmt. Public
Cloud Choice of many Clouds e-Commerce
Cloud
Public Public
Public Server Public
Storage Authentication Public
Cloud Security Cloud Collaboration
Cloud Cloud Cloud
applications applications applications applications
Private Cloud layer
V12N + Auto Provisioning + Disaster Mgmt. + Metering/Billing + Security
IT Infrastructure IT Infrastructure IT Infrastructure
7

8. Private and Confidential
Global Investment Banking and Consulting
One Step Further, and see the cloud from a corporate asset
view
Employee Asset Data Asset Application Asset
V er s
sharing Compliance io
G lo bal data lysis Usag n Mgmt.
e ana Storage Mgmt. e
R eal t i m Cost billing
mgmt. Archive Cont
C en t r al i z ed rol
Employee Asset Data Asset Application Asset
Talent mgmt. email SFM/CRM
Project Mgmt. document mgmt. E-Commerce
Business Intelligence E-Discovery ERP
8