Thomas Kurian of Google Cloud and Satya Nadella of Microsoft

Q3 Cloud Forecasts: Microsoft $20.5B, Amazon $15.3B, Google $5.2B, IBM $7.3B

October 20, 2021
(UPDATE: Dear readers: I’ve updated this article to reflect a new Q3 revenue projection for Google Cloud because in the original version, I used the wrong quarterly figure upon which to base my projection. I’m very sorry for the error.)   As the world’s top cloud-computing vendors ride the digital surge and help drive the
Amazon Oracle logos side by side to represent the database wars between the two

Database Wars: Oracle Attacks Amazon with High-Speed Upgrade

September 16, 2021
Claiming “stupendous” customer reaction for Oracle’s new version of the MySQL open-source database, Larry Ellison said his company’s new MySQL cloud service is 100X faster than Amazon Aurora and 10X faster than Amazon RedShift. On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and Amazon is #2. What I found fascinating about Ellison’s

Cloud Wars Top 10 Crush Q2: $60 Billion Led by Microsoft, Amazon, Google

August 19, 2021
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. Of course, the big driver behind these very big numbers is the worldwide transition to digital business, which requires companies in every

Infor and AWS: CloudSuite Vendor Bets the Company on Amazon R&D

August 18, 2021
Call it Infor’s Dilemma: while emphasizing that it receives significant financial support from massive parent Koch Industries, Infor has also decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon. On top of that, Infor is competing in the explosive industry-cloud segment against many of the most well-known, successful, ambitious,
Amazon-Workday and Google Cloud logos

Amazon-Workday Kerfuffle: Big Winners Are Workday and Google Cloud

August 13, 2021
As the twin forces of disruption and innovation drive massive change across the global digital economy, Workday’s recent reset with Amazon and subsequent strategic engagement with Google Cloud underscore the burning need for cloud-ecosystem nimbleness. On my weekly Cloud Wars Top 10 rankings, Workday is #8, Amazon is #2, and Google Cloud is #3. A
Microsoft sign lit up in a window, representing its strong Q4 revenue numbers

10 Top Microsoft Numbers from Q4 Blowout

August 5, 2021
With its fiscal-year cloud revenue almost reaching $70 billion on broad-based growth across its high-performance empire, Microsoft disclosed 10 compelling numbers last week that reveal why it is the world’s #1 cloud provider by a wide margin. On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2-1/2

Will Microsoft Whip Google & Amazon in Combined Q2 Cloud Revenue Again?

July 12, 2021
Just to be clear about who’s #1 in the cloud, late this month we’ll find out if Google Cloud and Amazon Web Services are finally able to have combined cloud revenue equal to or greater than Microsoft’s for Q2. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, Amazon is longtime
Gartner table showing 2020 IaaS revenue for Microsoft and Amazon

Do You Trust Gartner?

June 29, 2021
Since Gartner, the big dog in IT research and advisory services, has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares for Amazon, Microsoft, Google and others, I’d like to share some of their guesswork and ask a few questions. The first of those questions is posed in the headline: do you trust
Broken heart photograph representing Google Cloud and Salesforce

Google Squeezed Out by Amazon & Microsoft in Battle for Salesforce Love

June 28, 2021
While the sizzling Salesforce-Amazon cloudmance drew plenty of attention last week, Salesforce is simultaneously being appropriately promiscuous with Microsoft Azure even as it appears to be turning a cold shoulder to Google Cloud. Boy oh boyzee, talk about an A-list soap-opera scenario! Here in one steamy menage a quatre, we’ve got the world’s four largest