雲端計算對社會與經濟之影響 - 台灣的機會？

1. 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

2. 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

4. 雲端計算不只是科技議題，也是經濟與社會議題雲端計算不只是科技議題，也是經濟與社會議題

5. 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

6. Cloud Computing : Hot Air or Killer App? • Primitive Definition • Case Study • Mobile Internet • Policy? • Issues • Where we are? • Summary

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

12. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet • Policy? • Issues • Where we are? • Summary

13. Google

14. Amazon

15. Facebook

16. YouTube

17. GoDaddy.com

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

19. 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

20. 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

21. 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?

22. 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”!

23. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet and Social Network • Policy? • Issues • Where we are? • Summary

28. Facebook

29. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet • Policy? • Issues • Where we are? • Summary

30. 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)

31. 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 .....

32. 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....

33. 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...

34. 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,....

35. “Amazon Shut Down”

36. “Amazon Shut Down”

37. “Amazon Shut Down”

38. “Amazon Shut Down”

39. “Sony PSN Data leaking”

40. “Sony PSN Data leaking”

41. “Sony PSN Data leaking”

43. What we miss?

44. What we have? • Chip Manufacturing Industry • Server/PC industry • Mobil Manufacturing Industry • Component Manufacturing Industry • Volume Manufacturers/Low Margin • Tiny profit (<3%) • Barrier? YES!

45. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet • Policy? • Issues • Where we are? • Summary

46. Reference (some) • Data Protection & Privacy : http://www.youtube.com/watch?v=rCW79HbHV6w&feature=related • Jurisdiction : http://www.youtube.com/watch?v=fmtb6Qb_67o&feature=related • Social & Culture : http://www.youtube.com/watch?v=h-UKc-rZtX8&feature=related

47. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet and Social Network • Policy? • Issues • Where we are? • Summary

48. Where we are? • Globalization (全球化） • Monopoly (壟斷) • Jurisdiction(管轄權) • Data Protection(個資與隱私權) • Security(資訊安全) • Hype

49. Cloud Computing : Hot Air or Killer App? • Definition • Case Study • Mobile Internet and Social Network • Policy? • Issues • Where we are? • Summary

50. Cloud Computing : Hot Air or Killer App? • Primitive Definition (what it says?) • Case Study (learn?) • Mobile Internet/Social Network • Public and Private Policy (how to develop?) • Issues (we knew?) • Where we are? (How to start?) • Summary (think now)