US Machine Learning Vendors Classified As Chinese

September 3, 2019

IDC, an outfit that sold my analyses on Amazon without my permission, has published a remarkable report. (Interpret “remarkable” as you will.) The outfit has published a report that includes 13 vendors in its 2019 China Machine Learning Development Platforms Vendor Assessment. What caught the attention of DarkCyber were these companies included in the list of 13:

  • Amazon AWS.
  • IBM

The information about this report which popped into our newsfeed states:

As machine learning achieves increasing penetration into the Chinese market and a wider range of application scenarios emerge, IDC is stepping up its research on machine learning development platform vendor assessment.

This is what IDC’s promo told DarkCyber about Amazon AWS:

AWS is a towering presence in the global machine learning market. According to Amazon’s internal research data, about 80% of TensorFlow projects are deployed on AWS. In China, AWS has quickly gained significant market recognition through its automated machine learning platform SageMaker and customers using its cloud services can quickly deploy its machine learning products. AWS’s previously launched machine learning reasoning chip Inferentia has also been used in the construction and promotion of the ONNX (Open Neural Network Exchange) project. While it dedicates substantial resources to strengthening independent R&D, AWS has consistently been able to provide users with flexible machine learning options in an open manner.

We hypothesize that IDC in an effort to boost US sales of its report simply included two American vendors and placed each in the China bucket.

Tensions between the US and China seem to be increasing. Will the IDC report clarify the extent of Amazon’s and IBM’s involvement in the Chinese AI/ML market? Is IDC putting sales before appropriate classification?

Precise analysis. Common sense. Outstanding.

Stephen E Arnold, September 3, 2019

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