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 (<3%)
Barrier? YES!
Cloud Computing : Hot Air or Killer App?
Definition
Case Study
Mobile Internet
Policy?
Issues
Where we are?
Summary
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 :
rZtX8&feature=related
http://www.youtube.com/watch?v=h-UKc-
Cloud Computing : Hot Air or Killer App?
Definition
Case Study
Mobile Internet and Social Network
Policy?
Issues
Where we are?
Summary
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
Cloud Computing : Hot Air or Killer App?
Definition
Case Study
Mobile Internet and Social Network
Policy?
Issues
Where we are?
Summary
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)
資訊安全與個資保護將是
未來網路世界最大的挑戰
Thanks