Amazon Clarification on Network Switches

July 19, 2018

I read an exclusive on Marketwatch. (I did not know it was “real” journalism.) The story is “Exclusive: Amazon Denies It Will Challenge Cisco with Switch Sales.” The story’s main point struck me as:

Amazon.com Inc.’s top cloud-computing executive has officially denied that Amazon Web Services plans to start selling network switches to other businesses, after a report last week claiming that move was in the works damaged stocks of Cisco Systems Inc. and other major networking companies.

I think I understand.

Amazon may be building switches with Amazon Web Services and maybe its streaming data marketplace baked in. But these switches will not be old to “other businesses.”

Such a switch would add some functionality to Amazon’s own infrastructure. I wonder if these switches, assuming they exist, would add some beef to Amazon’s government client activities. For example, some lawful intercept activities take place at network tiers where there are some quite versatile switches.

The write up adds:

Amazon would not comment on whether it is creating its own networking equipment, just that it did not plan to sell such equipment to other businesses.

If Amazon wins more US government cloud and AWS centric work, certification of these devices eliminates possible questions about backdoors or phone home functions in gear sourced from other companies.

To sum up, Amazon does not deny it is building switches (whatever that term includes).

Worth watching in the context of the on going dust up between Oracle’s data marketplace and Amazon’s designs on building a new source of revenue with its marketplace innovations.

Stephen E Arnold, July 19, 2018

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