Top 3 2020 tech battles: the Cloud Wars preview

Top 3 Tech Battles in 2020: Microsoft vs. Google, Salesforce vs. SAP, Amazon vs. Oracle

December 2, 2019
As cloud computing becomes the dominant platform for digital business in 2020 and beyond, the world’s six most-influential cloud vendors will engage in three separate and intense competitive tech battles in 2020. Each has huge implications for the vendors' business customers. These high-stakes clashes will impact hundreds of thousands of businesses across the globe, as
Salesforce announces new integrations with Microsoft Teams

Amazon Jilted as Salesforce and Microsoft Pair Up for IaaS and Teams

November 15, 2019
The new cloudmance between Salesforce and Microsoft represents a stinging blow to Amazon, which only a few years ago was smothered in Salesforce affection as its one and only “preferred public cloud infrastructure provider.” Yeah, I know, ‘the only constant is change’ and all that. But let’s put this dramatic move by Marc Benioff into
Rohan Kumar explains Microsoft Azure Synapse Analytics at Ignite 2019

Microsoft Torches Google and Amazon on Big-Data Benchmarks, Says Microsoft

November 12, 2019
During a recent keynote talk by CEO Satya Nadella, Microsoft said its new Azure Synapse analytics service executed a complex query 75 times faster than Google’s BigQuery service, and another query 3 times faster than Amazon’s Red Shift. Now, before you think this is nothing more than measuring the quantity of angels dancing on pinheads,
Microsoft Amazon and others are battling for AI leadership in the Cloud Wars

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

November 6, 2019
As AI and ML become mainstream business tools in the digital economy, four of the world’s most-influential companies with combined revenue of about $550 billion are each aggressively rolling out new AI-driven solutions that will change how the world works. Those four companies have a longstanding presence on my weekly Cloud Wars Top 10 rankings.
Amazon Q3 growth rate

As #2 Amazon Falls Farther Behind #1 Microsoft, Will it Expand into SaaS?

November 4, 2019
Most CEOs the world over would swap serious parts of their anatomy for the “problems” that Amazon’s AWS cloud unit is confronting: Q3 revenue up “only” 35% to $9 billion. But life in the Cloud Wars is definitely not like it is in most other industries. And Amazon has only its stellar performances of the
Amazon and Google should be worried about Microsoft Azure AI numbers

Attention, Amazon and Google: Here’s the Microsoft Q3 Number You Should Focus On

November 1, 2019
While it’s striking to see that Microsoft’s Q3 cloud revenue of $11.6 billion exceeded that of both Amazon and Google combined, and that Azure revenue grew 59% while AWS’s grew 35%, the most-stunning of all of Microsoft’s big Q3 numbers reveals the vast scope of its Azure AI business. CEO Satya Nadella shared these remarkable
Satya Nadella put Amazon and Google on notice on recent Microsoft earnings call

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

October 28, 2019
Satya Nadella delivered an unmistakably more-aggressive outlook in last week’s earnings call as he touted Microsoft’s superiority over all of its competitors in technology prowess, product breadth, commitment to customers, and investment savvy.  True, Nadella did not mention either Amazon or Google by name. But never before has he used an earnings call to be
Read the Cloud Wars take on a new IDC report

As Amazon, Microsoft and Google Rise, 3 Key Cloud Findings from IDC

September 27, 2019
As businesses surge into the cloud, spending on hardware for public-cloud infrastructure is plunging even as it's rising for private clouds, says a new report from IDC. 2020 will mark the first year that infrastructure spending for cloud will exceed that for traditional IT, says IDC. I’ll toss a handful of numbers at you in
Oracle CEO Safra Catz spoke about autonomous database and Amazon on a recent earnings call.

Oracle Imitates Amazon: Sells Autonomous Database via ‘Land and Expand’

September 17, 2019
Flipping his script on Amazon from trashing its database capabilities to admiring its sales strategy, Oracle founder Larry Ellison is emulating AWS’s “land and expand” approach as Oracle cranks up the sales engine for its revolutionary new Autonomous Database. This is a big deal for Oracle. Ellison has called Autonomous Database “the most exciting and