Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
In this episode, Bob reflects on the key figures of Google Cloud, Microsoft, and Oracle from Q2 and what they mean for these Cloud Wars heavy hitters.
Highlights
00:00 — Bob puts Q2 figures in perspective for three of the Cloud Wars Top 10 vendors. Google Cloud’s 36% growth, Microsoft’s $25B, and Oracle’s potential for 44-47% growth headline a strong Q2.
00:38 — Google Cloud held onto its spot as the hottest major cloud provider in the world with an industry-best 36% growth rate. Snowflake earns a mention with 84% growth in Q2. However, its overall revenue remains relatively small when considering the many billions in growth among the other major companies.
01:20 — Microsoft was by far the biggest in overall revenue in Q2 with $25 in cloud business.
01:37 — Oracle’s cloud business is anticipated to grow between 44-47% when it reports its numbers next month, thanks in part to the Cerner acquisition.
03:10 — Growth, mass, and vision have produced the greatest growth market the world has ever known. The demand for increased cloud tech across all industries remains strong.
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