Thomas Kurian raised the specter that proprietary clouds won’t meet the “survivability requirements” of today’s hybrid and multicloud world.
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The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS.
Surging growth and massive potential have spurred Alphabet to break out the financial results of Google Cloud in a separate reporting segment.
The stellar Q1 results posted by Microsoft show they are the biggest and most-influential enterprise-cloud vendor in the world.
I expect Microsoft to post excellent fiscal Q1cloud results and dispense with the notion that the sky above the cloud is falling.
Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
Oracle Cloud and chip partner Nvidia are offering new cloud services to make it simpler and faster for enterprises to deploy AI solutions.
Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.