Cloud revenue growth exploded across the Top 10 vendors in Q4, which conveys important truths about the present & future business world.
AWS
For the last 3 quarters, the growth rate for AWS jumped, and the company is now in hypergrowth range at 40%. How might Microsoft respond?
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In Q4, who’s the hottest cloud vendor of them all? Can AWS best Microsoft in growth for another quarter? Let’s peer into the crystal ball.
The database market has become a battleground, as industry incumbents, cloud-native startups, and the Big 3 public cloud providers compete.
A compelling question: with their new deal, is Goldman Sachs getting into the cloud business, or is Amazon jumping into financial services?
IBM has declared that it’s not only willing but eager for partnerships w/ the Big 3 cloud infrastructure vendors: Microsoft, Amazon, Google.
With each provider growing at at least 36% in Q3, Cloud Wars leaders Microsoft, Amazon and Google Cloud all had great cloud revenue results.
According to Amazon CFO Brian Olsavsky, AWS is moving into the market for Industry Clouds with a specific focus on machine learning.
On today’s Cloud Wars Minute, Bob discusses the tremendous trajectory for AWS who outpaced Microsoft in Q2 and Q3 growth.
I’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
Late this month we’ll find out if Google Cloud and Amazon (together) are finally able to best Microsoft in cloud revenue for Q2.
Pinecone Systems is demonstrating the performance advantages of a vector database, powered by machine learning, such as IT threat detection.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
The complexities of database migration were highlighted unexpectedly on recent earnings calls for Snowflake and Google Cloud.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.
In an email to AWS employees, Amazon CEO Andy Jassy underscored the staggering potential size of the cloud relative to current spending.
As if he weren’t facing enough of a challenge, new AWS chief Adam Selipsky also has to follow the truly legendary act of Andy Jassy.
Look for Larry Ellison to come out swinging against major rivals during the March 10 Oracle Q3 earnings call.