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Archives for September 2024

Chain of complexities

September 23, 2024 By Jack Vaughan

You say you’re working at the Empire State, and there’s a giant gorilla on the building? Could you try smearing the Chrysler Bldg with bananas?

I was working on a story on Data Lakes Unlocked recently, around the time of Great Midwestern comedian Bob Newhart’s passing. Thinking: the explosion of big web data created challenges that existing technology failed at, making room for the data lake, which solved some problems and overlooked others.

Initially, data lakes were perceived as ungoverned repositories where raw data was thrown with the hope of finding insights later, with about as much luck as I might have had with an arcade treasure hunt crane. But the Data Lakers refined their approach over many years to include more structure, governance, and metadata creation. This evolution led to the emergence of the data lakehouse, which combines aspects of both data warehouses and data lakes, and which is being renamed as we speak.

This Newhartian dialog came to me.

What it amounts to is walking through a chain of complexities – the challenges that confront a new version of an old technology. Something like a dialectic. Iceberg data management platform is a great new tool, but it is in some ways to be looked at as an improvement on Hadoop, much as Apache Parquet was, and, in much the same way, as was Apache Hive.

This is Bob Newhart homage. I think the sound version is a good way to engage with this content

https://progressivegauge.com/wp-content/uploads/2024/09/WhatIf.m4a

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Yeah, hi Bill? Yes, this is Jack in IT. The CFO was just down here and she had some questions on some of the AI GPU analytics processing bill we have.
Yes. You think you have a handle on it?
And so what is the problem?
You say you need a consistent way to manage and query data and you say you need acid compliance. Well, it sounds kind of difficult …
To deal with schema Evolution?
Well I know there are a lot of things on your plate – that’s that’s quite a lot of problems you got there. Go on, I’m sorry.
And oh, but you found a solution and what’s the solution? Apache Iceberg, okay!
Bill, why do they call it Iceberg?
It’s a fitting metaphor for a vast amount of hidden data.
You know, Bill, if it costs us too much the data maybe can just stay hid.
Okay. Well, how much is saving a lot of time and money going to cost us?
You say, the table commits add up to a lot of small files. But that’s okay. Because you’re going to mitigate it with compaction and partitioning and write optimization. Okay.
And you’re going to do data modeling. This time for sure!
Bill, we are on your side. I’m coming down there with the accountants – but we have to know how much this will cost us.
You say you are working remotely from the Cape?
I guess I’ll fire up Zoom.

 

The Master – YouTube

 

New tune: Oracle and AWS sign cloud pact at Oracle Cloud World

September 10, 2024 By Jack Vaughan

Since Oracle really got serious about the cloud back in 2018, its  ‘Oracle’s Generation 2 Cloud Platform’ has evolved in a number of ways without forestalling AWS’s ascent in the database management space.

 

So, that made Oracle Cloud World 2024 a great occasion to declare victory and shake hands with AWS, as the company had earlier done with Azure SQL maker Microsoft and Google Cloud.

 

Oracle’s reported cloud advances made it one of the brighter lights on the stock market this year, but the company still faces the challenge to boost capex spending in order to go toe-to-toe with big cloud players. The biggies are feverishly building out bigger cloud data centers as Generative AI workloads grow. Oracle is re-defining a cloud region to include some smaller cloud setups.

 

This latest handshake includes the launch of Oracle Database@AWS, a new offering that “allows customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.” Workloads running on Oracle RAC are also covered.

 

The announcement eases migration headaches, Brian Tilzer, Chief Digital, Analytics and Technology Officer, Best Buy, said in a statement.

 

“This announcement makes it easier for us to move some of our database workloads to AWS,” concurred Joe Frazier, Head of Architecture and Platform Engineering, Fidelity Investments.

 

That means the Oracle database’s tight connection to Oracle infrastructure will be supported in all three of the big clouds. And it may save some capex on its own multiyear cloud data center rollout.

 

“What if we embedded an Oracle data center right into an AWS data center?” asked Oracle Chairman and CTO Larry Ellison at the event in Las Vegas. He outlined benefits to users in terms of  workload migration, system integration, low-latency and simple billing.

 

That’s not the tenor of question Ellison asked in past Oracle annual conferences, where he sometimes harshly lectured on alleged shortcomings of AWS offerings. This reporter has written before that Oracle’s pride often borders on arrogation. But a 2022 confab saw some lessening of the “Born to Raise Hell” tattooed version of Larry Ellison.

 

Ellison’s manner was further subdued this year, sitting with new AWS CEO Matt Garman. He was downright cordial.

 

Ellison told Garman that one of his biggest customers, Jaime Dimon, CEO of JP Morgan Chase, asked when the Oracle database was going to run on AWS each time they met. With the AWS deal, Ellison can scratch that item on the to-do list.

 

The bottom line: Oracle’s customers want multicloud support and Oracle better help by making these kind of deals. Multicloud means options, but options still seem to center on three big cloud providers. Oracle’s data prowess alone will not solve this. Will its efforts to move customers to its own cloud be due for reduced attention?

 

Now that this new rendition of Oracle cloud strategy is accomplished, maybe it is time to rename the yearly Oracle Conference Oracle AI World. Unsurprisingly, that was a very major push, both in Oracle’s quarterly report, and at its showcase conference this year. – J. Vaughan PG

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Shown above: Crowd awaiting Ellison keynote.

Random Notes: Pining for Blackwell, GPT 5

September 2, 2024 By Jack Vaughan

Happy Labor Day 2024 to Workers of the World!
Nvidia hits bumps in overdrive – That Wall Street meme is about to be cresting. A flaw in its Blackwell production plan is just that, we are assured. In a newsletter followup to a Jensen Huang earnings report interview as described by Bloomberg’s Ed Ludlow and Ian King:

Nvidia had to make a change to the design’s lithography mask. This is the template used to burn the lined patterns that make up circuits onto the materials deposited on a disk of silicon. Those circuits are what gives the chip the ability to crunch data.

At the least it is a reminder of the elemental fact that the course of semiconductor manufacturing does not always run smooth. As David Lee reminds on Bloomberg: Hardware is hard. Elemental facts are the first casualties in bull markets and technology hype cycles.

Even if the Gods of Uncertainty are kind, the educated consumer will allow that “Blackwell will be capacity constrained,” as quite ably depicted in Beth Kindig’s recent Forbes posting.

~~~~~~~~~~~~~

GPT 5, hurry fast! – This Blackwell Boding is marked with a rumored re-capitalizing of Open AI. And that with concerns about the delivery of GPT 5. Where is GPT 5? asks Platformonomics. In his Aug 30 edition of Platformonomics TGIF, Charles Fitzgerald bullet-points the reasons to be doubting that GPT 5 can round the bend in time. Possible explanations include:

*GPT-5 is just late — new scale brings new challenges to surmount

*It took time to get that much hardware in place

*Scaling has plateaued

*The organizational chaos at Open AI had consequences

*Open AI is doing more than just another scaling turn of the crank with GPT-5?

The skeptical examiner wonders if Open AI’s valuation wont edge down a bit, even though it is too big to fail and headed by the smartest man in the world. At the least, again, one has to observe the water level as it declines in Open AI’s moat.

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Nunc ad aliquid omnino diversum

Deep Sea Learning – The Chicxulub event doomed 75 percent of Earth’s species. Details of the devastation were gathered by long core tubes drilled into the seafloor by the JOIDES Resolution ship now to be retired. It was a punch in the gut said a scientist.

Benthic foraminifera from Deep Sea off New Zealand.

In extra Innings

Danny Jansen in Superposition –  Plays for both teams in same game. In June he was at bat for the Blue Jays in Fenway when a storm stopped the game. Later, he was traded. In August the game was resumed, and he was now a catcher for the Red Sox. “Jays beat Red Sox 4-1, and Jansen shows up on both sides of box score – an MLB first!”

 

 

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