ArchiTECHt Daily: Cloudera's IPO, in a nutshell

I missed this last week: Bloomberg is reporting that Cloudera is planning an IPO at a valuation of $4
ArchiTECHt Daily: Cloudera's IPO, in a nutshell
By ARCHITECHT • Issue #35
I missed this last week: Bloomberg is reporting that Cloudera is planning an IPO at a valuation of $4.1 billion, which would be about the same as the last time it raised venture capital back in 2014. I actually don’t have a whole lot to say about this, other than that (assuming the report is true) it seems pretty fair. 
In 2014, when Cloudera raised its huge, $740 million round from Intel, many people might have expected an out-of-this-world IPO valuing the company on par with VMware or other more-established software companies. But times have changed—or, depending on how you look at it, not changed enough—and “big data,” for many companies, still remains aspirational rather than integral. The truth in terms of Hadoop adoption probably lies somewhere between Gartner’s recent gloomy report and Cloudera co-founder Mike Olson’s optimistic take on the ArchiTECHt Show podcast recently. 
I’m sure there are non-Hadoop-market factors affecting the timing, as well, but Cloudera must be feeling pretty confident with its numbers to target a multi-billion-dollar valuation. Hortonworks, its biggest rival historically, is currently valued at well under $1 billion after a roller coaster ride since going public in late 2014. However, Cloudera has a business model focused much more on software licensing than on support and could very well have significantly higher revenue. It’s the oldest pure-play Hadoop vendor and, many people assume, the largest.
At any rate, as I wrote last week with regard to Confluent’s $50 million funding round to grow its Apache-Kafka-based business, many meaningful big data projects are just getting underway for things other than data warehousing and batch analytics—driven by excitement over IoT and artificial intelligence as game-changing technologies. If they can execute and adjust accordingly, there’s still a lot of opportunity in front of companies like Cloudera.

Sponsor: Datos IO
Sponsor: Datos IO
Around the web: Cloud and infrastructure
Google was nice enough to compile everything it announced during its conference last week into one blog post. If you missed anything, here it is. You can find a little more info on some of the stuff announced Friday in these posts, as well:
Basically, Microsoft is playing this is as an internal-only thing for now as it tests out Azure services on ARM. This is certainly part of a move to put pressure on Intel and perhaps other hardware suppliers, but it also could reap efficiency rewards for Microsoft down the line.
It seems like ages ago now, but the big AWS outage was just a couple weeks ago and still has folks discussing the multi-cloud approach. If the customers who took the stage at Google Next are any indication—many of which are also AWS users—enterprises are paying attention.
AWS is trying to prove its Snowball Edge container, used for migrating data from data centers to the cloud, is physically secure. So it published a YouTube video where it tries to blow one up using a military-grade test.
This is a good blog post from Uber highlighting Hoodie, a technology it built to tackle faster and more frequent data ingestion and processing in HDFS. 
Around the web: Artificial intelligence
Lately, DeepMind has been talking a lot about its health care partnerships in its native England. Now it appears its working with energy companies, too. 
It’s biggest advantage could be that it focused on deep learning from the beginning, so there’s no technical debt to account for with older approaches. Also, FWIW: co-founder Carol Reilly is married to Andrew Ng.
To be clear, though, this study using a D-Wave computer performed only slightly better than a conventional computer and, I have to assume, worse than an AI system would perform. So, quantum computing is on the right track but still a way off.
The second part in a really nice breakdown of how Baidu’s new, natural voice system works.  •  Share
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