CEO Andy Jassy gave the keynote speech at AWS re:Invent

6 Takeaways from CEO Andy Jassy’s AWS re:Invent Keynote

December 3, 2020
(By John Foley—background info below) In the opening keynote to the AWS re:invent conference, CEO Andy Jassy said the expansion of digital capabilities by many companies in response to COVID-19 likely “accelerated cloud adoption by several years.”  Now, more organizations are shifting from their initial responses—providing tools for employees working from home and developing new
Microsoft leads Cloud Wars top 10

Can Google or Amazon Displace Microsoft as World’s #1 Cloud Vendor in 2021?

November 30, 2020
Having ruled the enterprise cloud business for more than two years, Microsoft will face intensified pressure to hold the #1 spot in 2021 from not only #4 Google Cloud and #2 Amazon but also a few of the world’s other top cloud vendors. (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Amazon
CEO Thomas Kurian leads Google Cloud to the top of cloud vendors in growth

Top 10 Fastest-Growing Cloud Vendors: #1 Google, #2 Oracle, #3 Microsoft

November 16, 2020
As the enterprise cloud becomes the unquestioned foundation for the future of digital business, the 3 vendors whose cloud revenue is growing most rapidly in this booming market are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%. (On my weekly Cloud Wars Top 10 rankings of the largest and most-influential cloud vendors in the
Oracle Exadata X8M

Oracle Calls Out AWS on Exadata Cloud Service, Shares Big Customer Wins

November 13, 2020
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS and by sharing new stories about customers that have achieved striking results with Exadata. With this frontal assault on a competitor that currently holds a vastly greater share of the huge cloud-infrastructure market, Oracle
Will Amazon CEO Jeff Bezos spin out AWS ?

As Amazon’s Cloud Growth Slows, Will Jeff Bezos Cut AWS Loose?

November 4, 2020
While Amazon’s AWS cloud unit has an excellent chance of blowing past $50 billion in revenue in 2021, the surging and superior results from Amazon’s “traditional” businesses might well provide Jeff Bezos with the impetus to spin out the superstar cloud unit next year. (On my weekly Cloud Wars Top 10 rankings, Amazon is #2
Amazon and Carrier partnership will enable vertical industry expertise

Rumble in the Cloud: Amazon Battling Google, SAP, Microsoft in Sizzling New Market

October 12, 2020
The fascinating new partnership between Amazon’s AWS cloud unit and a global customer specializing in keeping things cold is a clear signal that AWS is jumping with both feet into the red-hot new market for industry-specific cloud solutions. (On my weekly Cloud Wars Top 10 rankings, Amazon/AWS is #2.) While Amazon’s press release about its
Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like