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  • Where we've been looking at different industries, so now Anurag we're looking at software here.

    我們目前正在觀望不同的產業,而安努瑞格企業正朝軟體業發展

  • So how much is cloud computing going to accelerate next year?

    明年雲端運算會有什麼樣的進展呢?

  • From the results we saw in the previous quarter, it seems that the acceleration is peaking up, which could continue into 2016.

    從上一季的結果來看,雲端運算成長不斷地上升,這股趨勢將延續至2016年

  • This is for basic infrastructure as a service. So, if you wanna start a new application, start a new business instead of building your own infrastructure,

    服務都是建立在雲端的基礎之上。如果想著手開發新的應用程式、新的企業,不須再建立自己的基礎雲端設備

  • you just go out and rent it from Amazon, Google, Microsoft.

    只需向外尋求,跟亞馬遜、Google 或微軟租下這項服務

  • And I think that's an area which could see acceleration much more than what we have seen in 2015 also,

    而在這塊領域中,我們會看到比在2015年更多的成長與進步

  • which has broader ramifications for the entire tech industry. If companies that provide legacy software, so the kinds of

    對科技業來也會有更廣泛的影響。如果企業們提供軟體研發

  • you know, the articles, the VMF, IBM does a lot of work where...

    如大家所熟知的,VMF、IBM 是這領域的權威

  • Now these guys will benefit from the cloud in their cloud segments, but their core legacy businesses or the core software and services that they sell,

    現在這些企業會因各自擁有的雲端而有所獲利,但他們販售的主要研發業務、主軟體和服務

  • I think they'll have some more pressure on those areas.

    就這些領域而言,他們將面臨更多壓力

  • Right, and the core question is how quickly can they make that adjustment so that it offsets, you know, this legacy business decline.

    沒錯,問題是他們要多快才能適應,才能抵消軟體研發業務的式微

  • Ok, security software is another area of growth, right?

    對了,防毒軟體在另一領域中也有所成長,是吧?

  • Yeah, security has been an area of growth for several years. What we think is gonna happen next year also is,

    是啊,防毒軟體這幾年都有所成長。我們預估明年可能會發生的是

  • what we've seen over the last one and a half year is there are certain advanced security companies, the likes of Palo Alto and FireEye that have done fairly well in terms of growth rates.

    從一年半前發展頗佳的防毒軟體公司,像是

  • The likes of IBM and Cisco, which are traditional legacy software companies and the security rum,

    而像是 IBM 和 思科系統公司,都屬於傳統的軟體開發和防毒研發商

  • I think they will also try to catch up and have a lot more advanced security products of their own,

    我覺得他們也會跟著追上目前的潮流,進一步開發自家的防毒產品

  • so that they can also benefit from this rising advanced security expanding at his point.

    如此一來,他們就能搭上目前防毒產品的夯趨勢,從中獲利

  • Ok, so what about consolidation? Are we gonna see any kind of shake out, and any of these areas here on around?

    了解,那要如何強化這方面的趨勢呢?在這些領域裡會有什麼大改變嗎?

  • We should see it across, the board spectrum whether it's cloud or security if you have niche vendors or if you have some specialization that they do,

    我們應該從更廣泛的角度來看,不論是雲端運算或防毒安全,如果有

  • they're most likely going to be acquired by larger vendors, the likes of IBM, Cisco, and some of the others. They would be more acquisitive at this space.

    他們更有可能受更大型的販售商買下,像是IBM、思科系統公司或其他相似的企業。他們在這方面的需求會大增。

  • And analytics?

    有什麼分析依據嗎?

  • That's the one area I think that could become the promising area from an application point of view.

    從應用程式研發來看,我認為這個領域的發展相當具有前景

  • What we are starting to see is there's a lot of VC money going into machine-learning artificial intelligence for the past several years.

    過去幾年,有大量的風險資金投入機器學習的人工智慧開發

  • What we think is gonna happen next year is we're gonna start to see applications of that in software packages that come from,

    明年將會出現一股趨勢,這方面的軟體應用程式將來自

  • let's say, you know, the companies like Microsoft, or Salesforce.com, or Workday.

    眾所皆知的公司,像是微軟、雲端應用程式 Salesforce.com或是軟體公司 Workday

  • When the software is updated,you have a lot more machine-learning and artificial intelligence embedded in that.

    軟體更新的話,會新增更多的機器學習和人工智慧功能

Where we've been looking at different industries, so now Anurag we're looking at software here.

我們目前正在觀望不同的產業,而安努瑞格企業正朝軟體業發展

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為什麼雲計算將在2016年佔據主導地位? (Here's Why the Cloud Will Dominate in 2016)

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    Kristi Yang 發佈於 2021 年 01 月 14 日
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