Amazon Web Services (AWS) has overtaken Microsoft as the cloud-industry growth leader for the first time in over 3 years.
Amazon
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?
On this episode of the Cloud Wars Live podcast, Bob & Pat Fitzgerald talk with Amazon’s Toby Culshaw about talent intelligence & its future.
Microsoft is closing out 2021 with cloud revenue that should reach $22 billion for Q4 and $80 billion for the calendar year.
Bob Evans assesses how Q4’s hottest cloud providers stack up and which competitors are right on their tails.
The Cloud Wars Top 10 vendors saw their combined market cap valuations soar by almost $5 trillion in the 5 years since January 2017.
Three groups of providers are pushing innovation across the cloud database competitive landscape; one has unique advantages going into 2022.
Who will acquire Veeva? The spotlight is on Microsoft and Amazon – the only two companies with the funds and strategic need for life-sciences
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 the Amazon earnings call last week, CFO Brian Olsavsky called out machine learning as the primary catalyst behind the AWS surge.
Competing with Microsoft cloud is not for the faint of heart. Amazon & Google should be paying very close attention to MSFT’s latest numbers.
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.
On the company’s Q1 earnings call, Larry Ellison said the new Oracle MySQL cloud database is 100X faster than Amazon Aurora and 10X RedShift.
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.
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.