In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
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While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
As impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
My take on how Google Cloud snatched AWS client Major League Baseball (MLB) on the strength of multiple technologies plus YouTube and Ad Manager.
Stream a new Cloud Wars Live podcast with Peter Steube of ETR, to hear what the survey firm is seeing around increased spending on Google Cloud.
Revenue is just one of many factors we use in our weekly ranking of the world’s top cloud vendors, but the raw dollar data reveals some interesting points.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
IBM Cloud resurgence will be short-lived unless CEO Ginni Rometty makes bold changes, but the company did have a Q4 growth spurt. I chose 10 examples.
In 2020, Google Cloud’s top challenge will be creating a new breed of enterprise apps that exploit its capabilities in data, ML, AI, analytics & beyond.
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
The cloud vendor’s phenomenal growth will crumble if Microsoft Azure and its reputation for reliability is anything less than superb in 2020.