Gigaom

We’re smack in the middle of earnings season, so what better time to look at what our favorite providers of consumer cloud services spend on capital expenditures? As we pore and pontificate over revenue and income, it’s good to remember what it actually costs to keep the web up and running.

Here are a few things worth noting as you study the numbers:

  • Not all capex spending is on web infrastructure (data centers and servers) — the general category is “acquisition of property and equipment” — but much of it is.
  • Apple (s aapl) is making up for lost time — it spent more in its fiscal Q3 than during its entire fiscal 2010, and nearly twice as much as 2009. Its year-over-year increase was 164 percent.
  • Facebook’s (s fb) capex spending as a percentage of its revenue is by far the highest, and its 212 percent year-over-year spending growth tops…

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Gigaom

If there was any doubt that software-defined networking expertise is a hot ticket, Oracle’s(s orcl) planned acquisition of Xsigo, coming on the heels of  VMware’s(s vmw) blockbuster $1.26 billion buy of Nicira, should erase it.

Oracle is not saying how much it’s spending on Xsigo but SDN is clearly at the heart of the deal, which is slated to close this fall.

According to Oracle’s statement, posted early Monday morning:

Xsigo’s software-defined networking technology simplifies cloud infrastructure and operations by allowing customers to dynamically and flexibly connect any server to any network and storage, resulting in increased asset utilization and application performance while reducing cost …The combination of Xsigo for network virtualization and Oracle VM for server virtualization is expected to deliver a complete set of virtualization capabilities for cloud environments.

Update: While Oracle positioned the deal as a play for SDN heft, others, including GigaOM…

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Bill Mullins' Weblog - Tech Thoughts

imageTry as they might – apologists for the Internet’s ad industry push to overwhelm common sense in the creation of a bizarre concept – personal openness – appear to be losing. Despite an invasive and manipulative strategy, which has led to a manic drive to strip consumers of any semblance of privacy, it seems we just aren’t buying it.

Contrary to the claims by pseudo social scientists, supported by far to many tech pundits (who, in the real world, wouldn’t know their ass from a hole in the ground), that personal privacy is dead – that consumers don’t care about personal privacy – uncomfortable facts (uncomfortable for the ad industry, that is), appear to tell a different tale.

Hardly surprising, given that these pundits and social scientists deal in “bought and paid for” points of view. Manipulation and deception – by any other name – propaganda – has lost its…

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Gigaom

Apple has agreed to purchase mobile security firm AuthenTec(s AUTH) for $356 million. The deal was first reported by Reuters on Friday, but the SEC filing shows the deal was sealed on Thursday.

According to Reuters, Apple paid a premium of about 58 percent for the Melbourne, Fla.-based company, or about $8 per share.

So what is AuthenTec? Even if you’ve never heard of the company, many of Apple’s competitors — who are AuthenTec customers and partners — have.

AuthenTec makes fingerprint sensors that can authenticate access to mobile devices and PCs. The company says 100 million of its sensors have already been shipped and they’re in more than 20 million phones. It counts HP(s HPQ), LG, Motorola (now owned by Google(s GOOG)), Nokia(s NOK) and Samsung as just a few of its customers.

As for why Apple would be interested in such a company, well, mobile security is…

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