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

How Microsoft, Amazon and Workday Are Driving Machine-Learning Revolution

August 8, 2019
While every tech vendor in the Cloud Wars Top 10 is eagerly exploring the vast potential of machine learning, it was fascinating to see how #1 Microsoft, #2 Amazon and #8 Workday used their latest earnings calls to highlight their broad efforts with a technology that’s rocketed into prominence in the past 18 months. Oracle’s
Highlights from Amazon Q2 earnings announcement, including aws growth

Amazon Becoming Powerhouse in Red-Hot Machine Learning and Blockchain

July 30, 2019
Looking to extend its cloud leadership beyond the IaaS category it created and dominates, Amazon’s AWS unit disclosed big customer wins and new advanced services in the explosive categories of machine learning and blockchain. In disclosing Q2 financial results late last week, Amazon—the #2 company on my Cloud Wars Top 10 rankings—pounded home its advances

Satya Nadella Admits: Microsoft Cloud Business Is Bigger than Amazon’s

July 25, 2019
A point I’ve been making loudly and relentlessly for the past two years—that Microsoft’s cloud business is larger than Amazon’s—has now been echoed publicly for the first time by none other than Microsoft CEO Satya Nadella. While many in the media, along with a surprising number of analysts, continue for reasons I can’t fathom to
The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure
During Amazon Q1 earnings call, CFO Brian Olsavsky spoke to AWS' automotive partnerships

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

April 30, 2019
Amazon’s latest powerhouse quarter in the cloud included some major wins in the auto industry. Those wins involved the world’s largest auto maker, Volkswagen AG, as well as Ford and ride-sharing IPO hotshot Lyft, according to a special shout-out to AWS from Amazon CFO Brian Olsavsky. Toward the end of last week’s Amazon Q1 earnings
Microsoft and Amazon

Do Microsoft and Amazon Have Too Much Power in IT Market? Absolutely Not.

March 21, 2019
A recent article in the Wall Street Journal cited survey results showing that business customers have made Amazon and Microsoft the “preferred vendors” in a majority of the product categories essential for running today’s highly complex IT operations. Should we be scared? Is the heavy hand of hard-hearted hegemony about to come down harshly on
Ammirati

$100-Million Lessons from AWS and Lyft | Ammirati on Innovation

March 18, 2019
Each month, "Ammirati on Innovation" episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 1 In this episode, Sean and I discuss what innovation

Amazon and Lyft: Is $100 Million a Year a Bargain or Bungle?

March 15, 2019
A fascinating round of discussions about the value of high-scale IT in the cloud began recently, when Lyft disclosed it pays AWS almost $100 million per year to run its all of its infrastructure in the cloud. Is that price too high, too low, or just right? Should Lyft look to claw back some of