Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I break down Google Cloud’s $32 billion acquisition of Wiz.
Highlights
00:15 — Give a lot of credit to Google Cloud for last week’s acquisition of Wiz for $32 billion. I think the upshot of that is going to be that acquisition, combined with what Google Cloud already had in its security portfolio, makes Google Cloud the number one player in cloud and AI security.
01:02 — Wiz, a five-year-old, $32 billion privately held company, has taken a completely different approach, which it calls cloud-to-code security. It’s an end-to-end platform that secures everything from applications to data to the movement of data across systems and does it in a way that tries to prevent any of these cyberattacks from happening.
01:53 — It’s that sort of preventive-type approach that I think is very appealing in today’s world. It’s really three pieces there: first is that threat intelligence; security operations; and Mandiant consulting, which works with big customers to be able to see the world through the eyes of the attackers.
Ask Cloud Wars AI Agent about this analysis
03:15 — I think we could argue that traditional approaches to cybersecurity just cannot keep up. You’ve got AI entering more companies, using cloud — not just cloud, but multi-cloud, which is a big advantage that Wiz has. It doesn’t just handle Google Cloud security, but it can also cut across everything with Microsoft, AWS, and Oracle, as well as Google Cloud.
04:20 — Two years ago, in early 2023, Microsoft announced that its security business revenue had reached $20 billion. Shortly after that, we began to see some disclosures about some cybersecurity disasters that Microsoft had suffered with companies around the world. That certainly disqualifies them from consideration as the number one player. Google Cloud takes this.
