Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion.
Google Cloud
Infor has now decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon.
The recent Amazon-Workday reset and Workday’s subsequent engagement with Google Cloud underscore the need for cloud-ecosystem nimbleness.
In its Q4 earnings call, Microsoft disclosed fiscal-year cloud revenue numbers: almost $70 billion on broad-based growth across its empire.
Microsoft posted cloud revenue for the quarter ended June 30 of $19.5 billion, 31% higher than the Q2 cloud revenue from Amazon AWS.
Its databases and analytics technologies are helping to drive breakneck recent growth for Google Cloud under CEO Thomas Kurian.
Delivering an astonishing Q2, Google Cloud spiked its revenue by 54% and slashed its losses by 59%. Could it be the world’s #2 cloud vendor?
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Google Cloud lost $5.61B in calendar 2020, but through revenue hypergrowth it is rapidly narrowing its losses and building momentum.
Deutsche Bank recently disclosed a slew of innovations and goals it has already engineered as part of its 10-year deal with Google Cloud.
Late this month we’ll find out if Google Cloud and Amazon (together) are finally able to best Microsoft in cloud revenue for Q2.
The “legacy” impact at Google Cloud has just intensified as Rob Enslin has hired Adaire Fox-Martin to become president of EMEA.
It appears that Salesforce is turning a cold shoulder to Google Cloud, even as its cloudmances with Amazon and Microsoft draw attention.
Pinecone Systems is demonstrating the performance advantages of a vector database, powered by machine learning, such as IT threat detection.
Until recently, Google Cloud rarely talked about OCTO and philosophy, which to my knowledge is without peer among the Cloud Wars Top 10.
In a market already crowded with database DB, data warehouses, data lakes, and other technologies, how new and different are data clouds?
CEO Frank Slootman said on the recent Snowflake earnings call that Microsoft, Amazon and Google are “not sitting on good architecture.”
I’ve seen speculation that Google Cloud will be the big winner as it swoops in to become the preferred cloud-infrastructure partner for SAP.
On last week’s earnings call, Alphabet CFO Ruth Porat said, “As for Google Cloud… we will continue to invest aggressively.”