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 this Cloud Wars Minute, I report on the new numbers in the Hyperscaler Backlog Sweepstakes: $2.1 trillion cumulatively, including Oracle, Microsoft, Google Cloud, and AWS.
Highlights
00:27 — It’s not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We’re also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more.
01:32 — The big part of this is that it’s not just big numbers, but big numbers driving widespread, deep, and profound innovation. Here’s how the $2.1 trillion breaks out across the four hyperscalers:
| Backlog | RPO Total Backlog | RPO Growth Rate |
|---|---|---|
| Oracle | $638 Billion | 363% |
| Microsoft | $627 Billion | 99% |
| Google Cloud | $462 Billion | 93% |
| AWS | $364 Billion | 49% |
| Total | $2.091 Trillion |
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02:32 — With this high level of innovation, we’re seeing a convergence of industries including technology, energy, and construction. Because of extreme demands, the tech industry has to start getting into the energy business. Construction is entering the picture as well, as these facilities are some of the largest built in such a short period of time, meeting demanding specifications and aligning with supply and demand.
03:25 — This convergence is leading to the hyperscalers developing new business models. These companies are coming up with unique models to solve this unprecedented demand and business challenge. Customers are coming up with different models based on what’s happening, too.
04:15 — I have been a huge fan of the potential of fusion energy to meet this need. The convergence of tech and energy is only going to accelerate what’s happening to break even with fusion energy.
