Microsoft will face intensified pressure to hold the #1 spot in 2021 from Google, Amazon, and a few of the world’s other top cloud vendors.
Amazon
On the Cloud Wars Live podcast, Sean Ammrati and I discuss industry innovations, including the potential for an AWS IPO from Amazon.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Guest author Jiri Kram explores what Larry Ellison’s unexpected frontal attack on Salesforce could mean for AWS.
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS.
The surging and superior results from Amazon’s “traditional” businesses might provide Bezos with the impetus to spin out AWS next year.
Amazon and Carrier Global Corp. partner up to transcend transactional relationships and help customers unleash vertical-industry expertise.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
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.
On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.
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 an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While its alliance with SAS gives Microsoft a vast amount of additional firepower, I’d love to see a deal with Amazon / AWS, for the benefit of customers.
On the Cloud Wars Live podcast, Sean Ammirati says that in addition to reopening, we need to reimagine the economy—like Microsoft & FedEx have.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.