4 ms·

Where are the Korean cloud providers? Even Samsung uses American ones.

alephnerd 1y ago
Naver Cloud [0] and Samsung SDS Cloud [1] which is basically a Samsung managed AWS ecosystem (sort of like how AWS China is whitelabeled Tencent Cloud). Those tend to be used by a plurality of Korean organizations within Korea. Unlike in Europe, both Naver and Samsung began investing in building their own domestic cloud capabilities in the early 2010s. [0] - https://www.navercloudcorp.com/ https://www.navercloudcorp.com/ [1] - https://cloud.samsungsds.com/serviceportal/index.html https://cloud.samsungsds.com/serviceportal/index.html
- cess11 1y ago
  Scaleway and OVHcloud, much better comparisons than Hetzner, started in the late nineties. UpCloud and Exoscale, arguably even better comparisons, started in 2011. Then there are many more which I can't be bothered looking at their founding dates, like gridscale, Elastx, Open Telecom Cloud, Fuga, Seeway.
  - alephnerd 1y ago
    I think you meant to reply to my other comment. But anyhow, none of those compare to even the Korean clouds excluding Open Telekom Cloud, which is white labeled AWS. That said, my point still stands. All the major examples you mentioned (OVH, Scaleway, gridscale) have largely limited FDI and headcount to within France or Germany, while GCP's Warsaw office owns the product leadership for much of GKE globally, AWS Bucharest owns a major part of AWS's Privacy and Data Security portfolio, MS Praha owns a significant portion of CoreAI, and Ireland is one of MS Azure's major DC hubs. Most French and German PR about "digital sovereignity" rings hollow when the French and German vendors who stand to benefit have largely kept Capex and headcount within France and Germany. Why should Poland, Romania, Czechia, Ireland, and Bulgaria lose hundreds of well paying high income tax bracket jobs and billions in FDI and income tax to subsidize French and German industry? And this is why just about every EU grand strategy conversation falls apart - the individual member states will look out for themselves over the collective. For example, France's recent objection to Germany, the UK, and the Nordics buying American weapons to send to Ukraine instead of buying French [0] and Dassault's lobbying of France to withdraw from FCAS if it doesn't get 80% workshare [1] German politicians don't answer to Polish voters. Greek politicians don't answer to Irish voters. Either the EU removes national soverignity and becomes a truly federal and centralized union, or the EU has to gradually reduce the political aspects and return to the 1990s and 2000s style defense and economic cooperation union that it was. [0] - https://www.politico.eu/article/europe-donald-trump-weapons-aid-war-in-ukraine-nato/ https://www.politico.eu/article/europe-donald-trump-weapons-... [1] - https://www.ft.com/content/a38f6f36-6284-428c-b8af-fe6d6d7db0dd https://www.ft.com/content/a38f6f36-6284-428c-b8af-fe6d6d7db...
    - cess11 1y ago
      Repeating the same talking points in every post makes you seem like a bot or astroturfing effort. The US is a criminal state that should have zero presence in Europe from that reason alone, regardless of european politics and societal characteristics. Bickering about mega-clown jobs and presenting US imperial practice as obviously a good thing isn't going to change that.
      - alephnerd 1y ago
        > Repeating the same talking points Because I want it answered. If you cannot answer that question, then any discussion is moot. > The US is a criminal state that should have zero presence in Europe from that reason alone We can leave Lithuania, Latvia, Finland, Germany, and Poland and deploy our forces in the Pacific where we face a problem that actually matters. Then deal with Ukraine on your own. Why even buy American weapons to give to the Ukrainians? You can't deal with the Chinese - their foreign minister has himself told EU leadership that they need a Russian victory in Ukraine. If you want to replace us with the Chinese, then you need to sacrifice Ukraine and much of Eastern Europe to Russian orbit. We can also leave the Red Sea, leaving it to you guys to solve the Houthi crisis - it's not our problem. We can leave Armenia, letting it return to Russian orbit. We can leave Turkiye, thus removing the only barrier holding Turkiye back from a hot conflict in Cyprus and the Greek Islands. > presenting US imperial practice as obviously a good thing isn't going to change that Then present an actual solution. All the "solutions" I see are basically France or Germany trying to increase their own relative position, but then trying to undermine the other. There is no unified Europe from a strategy perspective.
        cess11 1y ago
        The US bailed from the Red Sea a while ago. The US just looked on while Russia, Turkey and Azerbaijan starved and ethnically cleansed Artsakh. The US decided the policy of turning the 2022 Ukraine invasion into a slowburn and sacrifice of the ukrainians to the obviously ludicrous expectation that Russia wasn't able to move over to a war economy and make territorial gains. This is right now rupturing the EU, which is a rather explicit US policy aim, and also why US groups are financing and coddling european fascist movements. Clearly not an ally worth appeasing on these reasons alone. Then there's the genocide in Palestine and promotion of societal collapse in north Africa and large portions of the Middle East. I also expect the US to shield genocidaires in Sudan on the behest of gulf emirs. Today the US is also waging economic war against the EU and NATO states, as well as the UN. It's a rabid, belligerent state that makes the hawks of Moscow, disgusting and terrifying as they are, look comparably sane and reliable.
- jjani 1y ago
  I'm nitpicking, as your main point is still completely accurate; it is indeed miles ahead in sovereignty compared to the EU! But > Those tend to be used by a plurality of Korean organizations within Korea. I've seen from the inside the IT infra of several chaebol subsidiaries (of different groups), of Korean big tech, as well as Korean startups, and really only some of the chaebol subsidiaries made use of these local clouds. Near 0% for startups, low single digits for big tech (besides Naver themselves obviously) and even for the big corps I'd estimate <30%. Azure and AWS are plenty popular, as well as of course on-prem still having a much higher market share than in the West. Not sure if most big corps have a random unused database on Naver Cloud to satisfy some government statistic but talking about meaningful usage here.
  - alephnerd 1y ago
    > I'm nitpicking No worries. I've tended to glaze over the Korean market so I'm glad to get some more granular info > Azure and AWS are plenty popular I was under the assumption that Samsung Cloud is largely a white label of AWS (sort of like Open Telekom Cloud in Germany), and much of the AWS spend can be treated as Samsung SDS. Is that correct?

Naver Cloud [0] and Samsung SDS Cloud [1] which is basically a Samsung managed AWS ecosystem (sort of like how AWS China is whitelabeled Tencent Cloud). Those tend to be used by a plurality of Korean organizations within Korea. Unlike in Europe, both Naver and Samsung began investing in building their own domestic cloud capabilities in the early 2010s. [0] - https://www.navercloudcorp.com/ https://www.navercloudcorp.com/ [1] - https://cloud.samsungsds.com/serviceportal/index.html https://cloud.samsungsds.com/serviceportal/index.html

cess11 1y ago
Scaleway and OVHcloud, much better comparisons than Hetzner, started in the late nineties. UpCloud and Exoscale, arguably even better comparisons, started in 2011. Then there are many more which I can't be bothered looking at their founding dates, like gridscale, Elastx, Open Telecom Cloud, Fuga, Seeway.
- alephnerd 1y ago
  I think you meant to reply to my other comment. But anyhow, none of those compare to even the Korean clouds excluding Open Telekom Cloud, which is white labeled AWS. That said, my point still stands. All the major examples you mentioned (OVH, Scaleway, gridscale) have largely limited FDI and headcount to within France or Germany, while GCP's Warsaw office owns the product leadership for much of GKE globally, AWS Bucharest owns a major part of AWS's Privacy and Data Security portfolio, MS Praha owns a significant portion of CoreAI, and Ireland is one of MS Azure's major DC hubs. Most French and German PR about "digital sovereignity" rings hollow when the French and German vendors who stand to benefit have largely kept Capex and headcount within France and Germany. Why should Poland, Romania, Czechia, Ireland, and Bulgaria lose hundreds of well paying high income tax bracket jobs and billions in FDI and income tax to subsidize French and German industry? And this is why just about every EU grand strategy conversation falls apart - the individual member states will look out for themselves over the collective. For example, France's recent objection to Germany, the UK, and the Nordics buying American weapons to send to Ukraine instead of buying French [0] and Dassault's lobbying of France to withdraw from FCAS if it doesn't get 80% workshare [1] German politicians don't answer to Polish voters. Greek politicians don't answer to Irish voters. Either the EU removes national soverignity and becomes a truly federal and centralized union, or the EU has to gradually reduce the political aspects and return to the 1990s and 2000s style defense and economic cooperation union that it was. [0] - https://www.politico.eu/article/europe-donald-trump-weapons-aid-war-in-ukraine-nato/ https://www.politico.eu/article/europe-donald-trump-weapons-... [1] - https://www.ft.com/content/a38f6f36-6284-428c-b8af-fe6d6d7db0dd https://www.ft.com/content/a38f6f36-6284-428c-b8af-fe6d6d7db...
  - cess11 1y ago
    Repeating the same talking points in every post makes you seem like a bot or astroturfing effort. The US is a criminal state that should have zero presence in Europe from that reason alone, regardless of european politics and societal characteristics. Bickering about mega-clown jobs and presenting US imperial practice as obviously a good thing isn't going to change that.
    - alephnerd 1y ago
      > Repeating the same talking points Because I want it answered. If you cannot answer that question, then any discussion is moot. > The US is a criminal state that should have zero presence in Europe from that reason alone We can leave Lithuania, Latvia, Finland, Germany, and Poland and deploy our forces in the Pacific where we face a problem that actually matters. Then deal with Ukraine on your own. Why even buy American weapons to give to the Ukrainians? You can't deal with the Chinese - their foreign minister has himself told EU leadership that they need a Russian victory in Ukraine. If you want to replace us with the Chinese, then you need to sacrifice Ukraine and much of Eastern Europe to Russian orbit. We can also leave the Red Sea, leaving it to you guys to solve the Houthi crisis - it's not our problem. We can leave Armenia, letting it return to Russian orbit. We can leave Turkiye, thus removing the only barrier holding Turkiye back from a hot conflict in Cyprus and the Greek Islands. > presenting US imperial practice as obviously a good thing isn't going to change that Then present an actual solution. All the "solutions" I see are basically France or Germany trying to increase their own relative position, but then trying to undermine the other. There is no unified Europe from a strategy perspective.
      - cess11 1y ago
        The US bailed from the Red Sea a while ago. The US just looked on while Russia, Turkey and Azerbaijan starved and ethnically cleansed Artsakh. The US decided the policy of turning the 2022 Ukraine invasion into a slowburn and sacrifice of the ukrainians to the obviously ludicrous expectation that Russia wasn't able to move over to a war economy and make territorial gains. This is right now rupturing the EU, which is a rather explicit US policy aim, and also why US groups are financing and coddling european fascist movements. Clearly not an ally worth appeasing on these reasons alone. Then there's the genocide in Palestine and promotion of societal collapse in north Africa and large portions of the Middle East. I also expect the US to shield genocidaires in Sudan on the behest of gulf emirs. Today the US is also waging economic war against the EU and NATO states, as well as the UN. It's a rabid, belligerent state that makes the hawks of Moscow, disgusting and terrifying as they are, look comparably sane and reliable.
jjani 1y ago
I'm nitpicking, as your main point is still completely accurate; it is indeed miles ahead in sovereignty compared to the EU! But > Those tend to be used by a plurality of Korean organizations within Korea. I've seen from the inside the IT infra of several chaebol subsidiaries (of different groups), of Korean big tech, as well as Korean startups, and really only some of the chaebol subsidiaries made use of these local clouds. Near 0% for startups, low single digits for big tech (besides Naver themselves obviously) and even for the big corps I'd estimate <30%. Azure and AWS are plenty popular, as well as of course on-prem still having a much higher market share than in the West. Not sure if most big corps have a random unused database on Naver Cloud to satisfy some government statistic but talking about meaningful usage here.
- alephnerd 1y ago
  > I'm nitpicking No worries. I've tended to glaze over the Korean market so I'm glad to get some more granular info > Azure and AWS are plenty popular I was under the assumption that Samsung Cloud is largely a white label of AWS (sort of like Open Telekom Cloud in Germany), and much of the AWS spend can be treated as Samsung SDS. Is that correct?