I’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
AWS
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.
The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
Gartner: 75% of all databases will be deployed or migrated to a cloud platform by 2022. Subscribe to the new Cloud Database Report.
The cloud database market is being upended by a new breed of providers, led by Snowflake but there are many others.
Oracle Chairman Larry Ellison underscored that the enemy of his enemy is his friend by claiming Snowflake “is killing” Amazon Redshift.
Six takeaways from CEO Andy Jassy’s opening keynote to the AWS re:invent conference, including the impact COVID-19 has had on cloud adoption.
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.
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.