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IBM Blockchain VP:在区块链上花费的每一美元在云上收益15美元

2020-2-11 11:32

 

IBM负责区块链技术的副总裁杰里•科莫(Jerry Cuomo)表示,区块链企业是蓝色巨人进一步投资的催化剂。


科莫说:“这推动了额外的支出。“当你看到在区块链上实际花费的美元的直接归属时,你会发现每花费1美元,就有15美元花在了其他云服务上。”


从信封的背面,我们可以窥见这家传奇科技公司目前对区块链的看法。库莫公布营收数据之际,IBM正努力让企业区块链更接近该公司庞大的云服务。在围绕分布式账本技术(DLT)的大肆宣传消散之后,一些评论人士将此举描述为重新调整优先级,甚至是整合。


“区块链是一种新型的企业应用程序,”科莫告诉CoinDesk。它迎合了应用程序现代化和新的云本地应用程序、数据和分析等趋势。它跨越了所有这些东西。因此,区块链应用程序的区块链部分只占整个解决方案的20%左右,Cuomo说。剩下的80%用于其他技术,使网络更加生动。


更大的图景涉及“蓝色巨人”整体业务战略的结构性转变。去年,IBM以340亿美元收购开源软件巨头红帽公司,这笔交易似乎取得了回报。在其2019年第四季度的财报中,IBM公布了被分析师称为“令人惊讶的收入增长”:云计算和认知软件收入增长了9%,而红帽公司收入增长了24%。


此外,IBM首席执行长罗睿兰(Ginny Rometty)将辞职,为新任首席执行长克里希纳(Arvind Krishna)让路。克里希纳是云计算和认知业务的负责人,也是红帽交易的设计者。奎师那将在4月6日正式接管。


关于IBM不断变化的优先事项,科莫表示,IBM已"在混合动力领域以非常积极的方式摊牌"。


据麦肯锡公司(McKinsey & Company)的数据,价值约1.2万亿美元的混合云计算市场,由内部云、私有云和公共云服务组成,其中的工作负载可以跨这些不同的平台处理。

 

技术合作很有效


科莫深入探讨了区块链和cloud之间的潜在协同效应,指出IBM在Hyperledger Fabric和Kubernetes之间安排了一场“婚礼”。Hyperledger Fabric是一家总部位于linux的企业区块链项目孵化器,Kubernetes是一家跨混合云系统的服务集群自动化和规模化平台。Kubernetes是一家技术公司,红帽公司在这方面有很多专长,例如它的OpenShift平台。


库默表示:“超级账本面料与库贝内斯合作得很好。”“我们围绕Chaincode所做的很多事情,也就是我们将智能合约插入Fabric的方式,都是为了确保它在那种集装箱化的环境中运行良好,而且安全可靠。红帽公司给了我们这样的动力。”


如果你问科莫,“理想幻灭的低谷”是否意味着企业对区块链技术的采用已经放缓,他的回答是挑衅。


“这与我的观察完全不同。如果说有什么不同的话,那就是入站项目的数量已经稳定下来了。但我注意到的是,这些项目的质量,以及项目的资助者对他们正在做的事情考虑得很周到。”科莫说。


他说,2018年“更像是一个狂野的西部”。


“我们有很多项目。有些会击中,有些会错过。这些想法并不总是完全成熟。进入2020年,客户会变得越来越聪明。”


事实是,最近在企业区块链领域出现了一些明显的收缩。在IBM的区块链方面是否还会有一些流血事件呢?


科莫说不是:“我们在区块链的土地上非常健康。”

 

Enterprise blockchain is a catalyst for further spending at Big Blue, according to Jerry Cuomo, IBM’s vice president of blockchain technologies.

 

"It is driving additional spend,” Cuomo said. “When you look at the direct attribution of the actual dollars spent on blockchain, we are seeing that for every dollar spent, $15 is spent on other cloud services.”

 

The back-of-the-envelope math offers a revealing glimpse into the storied tech company’s current thinking on blockchain. Cuomo’s revenue figure comes as IBM works to bring enterprise blockchain closer into the company’s sprawling cloud offering. Some commentators have described the move as a reprioritization or even consolidation following the dissipating hype surrounding distributed ledger technology (DLT).

 

“Blockchain is a new class of enterprise application,” Cuomo told CoinDesk. “It plays into trends like app modernization and new cloud-native applications, data and analytics. It crosses all those things.” As such, the blockchain part of a blockchain application only accounts for about 20 percent of the overall solution, said Cuomo. That leaves 80 percent in other tech for bringing the network to life. 

 

The bigger picture concerns tectonic shifts in Big Blue’s overall business strategy. Last year’s $34 billion acquisition of open source software giant Red Hat seems to be paying off. In its Q4 2019 results, IBM posted what analysts called surprising revenue growth: cloud and cognitive software revenue were up 9 percent, while Red Hat posted 24 percent revenue growth.

 

In addition, IBM chief Ginny Rometty is stepping down to make way for a new CEO, Arvind Krishna, the head of the cloud and cognitive business and architect of the Red Hat deal. Krishna takes over officially on April 6.

 

Regarding IBM’s changing priorities, Cuomo said IBM has “put its chips down on the table in a very aggressive way around the hybrid space.”

 

Hybrid cloud, a market worth some $1.2 trillion, according to McKinsey & Company, comprises a mix of on-premise, private-cloud and public-cloud services, where workloads can be handled across these different platforms. 

 

Happily married

 

Drilling into potential synergies between blockchain and cloud, Cuomo pointed to “a wedding ceremony” arranged by IBM between Hyperledger Fabric – the Linux-based greenhouse for incubating enterprise blockchain projects – and Kubernetes – a platform for automating and scaling clusters of services across hybrid cloud systems. Kubernetes is a technology Red Hat has lots of expertise in, as exemplified by its OpenShift platform. 

 

“Hyperledger Fabric works well with Kubernetes,” Cuomo said. “Many of the things we've done around Chaincode, which is the way we plug smart contracts into Fabric, is to make sure it runs really well on that type of containerized environment with buttoned-down security. Red Hat gave us that motivation.”

 

Ask Cuomo if the “trough of disillusionment” has meant enterprise adoption of blockchain tech has slowed down, and he’s defiant. 

 

“That's 180 degrees from my observation. If anything, maybe the number of inbound projects has stabilized. But the thing I’ve noticed is the quality of the projects and sponsors of the projects really being thoughtful about what they are doing,” Cuomo said. 

 

Describing 2018 as “more of a Wild West,” he added:

 

“We had a lot of projects. Some would hit, others missed. The ideas weren't always completely baked. Going into 2020, clients continue to get smarter.”

 

The fact remains, there have been some noticeable contractions in the enterprise blockchain world of late. Might there yet be some bloodletting on the blockchain side at IBM? 

 

Cuomo says no: “We are very healthy here in blockchain land.”

 

原作者: Ian Allison 来自: coindesk