Screengrab from Amazon video about AWS Ground Station

Outer-Space Cloud Race: AWS Grabs Big Lead Over Microsoft and Google

July 2, 2020
It’s hard to avoid being impressed by Amazon’s vision and ambition. The company's decision to provide cutting-edge cloud services for rocket launches, outer-space projects and everything in-between is a perfect example. While it’s a classic vertical-industry play, with AWS looking to develop services across a wide range of terrestrial and space-based operations, there’s still something
The logo for SAS, which has formed an alliance with Microsoft

Microsoft-SAS Alliance Is Great, But When Will Microsoft Buddy Up with Amazon?

June 16, 2020
By aligning tightly with analytics superstar SAS, Microsoft has gained a vast amount of additional firepower in its already-formidable lineup of products centered on AI, data, machine learning and analytics. In addition, Microsoft also adds another top-tier enterprise-software company to its lengthy list of powerful allies that includes more than half of the Cloud Wars
Cover image for Cloud Wars Live: Microsoft & FedEx Reimagine the World

Microsoft & FedEx Reimagine the World | Ammirati on Innovation

June 11, 2020
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 13 In this episode: Sean and I talk about spanning
The CEOs of Oracle, IBM, and Amazon - which will acquire Zoom?

Who Will Acquire Zoom: Amazon, Oracle, or IBM?

June 5, 2020
As the story of Zoom’s phenomenal growth spreads, and as the video-conferencing services it provides become not just mainstream but essential, which company in the Cloud Wars Top 10 will snap up Zoom to become more relevant in the digital future? Cloud Wars Top 10 Rankings — June 1, 2020 1. Microsoft — Its Top 10
Zoom CEO Eric Yuan talks about the company's huge first quarter earnings

The Zoom Revolution: 10 Eye-Popping Stats from Tech’s New Superstar

June 4, 2020
Few if any companies in any industry and under any circumstances have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through. We’ve all heard some of the stories and some of the numbers, but I want to share some details here. Because Zoom’s not only a
Oracle founder Larry Ellison, who just struck a deal with 8x8

Larry Ellison Picks Amazon’s Pocket—Again—as Cloud Momentum Builds

May 14, 2020
Yes, Amazon’s AWS $10 billion in Q1 cloud revenue is probably 20X and perhaps 40X larger than Oracle’s. Yes, AWS has been and remains the undisputed category king and reigning champ in public-cloud infrastructure, while Oracle only recently has pulled together a credible IaaS business after a series of rumblin’, bumblin’ and fumblin’ missteps. Cloud
Salesforce CEO Marc Benioff

Can Salesforce Keep Growing? Five Possibilities for Marc Benioff

May 9, 2020
Editor’s note: This article was contributed to Cloud Wars by Jiri Kram, a solution architect who studied Fintech at MIT and specializes in cloud computing and blockchain. He is a highly respected commentator on LinkedIn, where he originally published this piece on May 6. This article marks Jiri’s third appearance on Cloud Wars; you can
Table comparing Q1 cloud revenue for Microsoft, AWS and Google Cloud

Q1 Cloud Revenue Roundup: Microsoft, AWS and Google Total $26.3 Billion

May 5, 2020
The cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3 billion, with Microsoft contributing half of that and AWS and Google combining for the other $13 billion. Growth rates for all three cloud powerhouses continue to be impressive as well:  Google Cloud (#4 on the Cloud Wars Top 10) at 52%; Microsoft (#1 on
CEO Satya Nadella has led Microsoft to cloud revenue dominance over Amazon

Microsoft Will Stomp Amazon in Cloud Revenue, but Media Will Insist Amazon #1 in Cloud

April 27, 2020
It’s quarterly earnings time for Microsoft and Amazon. That means it’s also time for the media to continue telling you that although Microsoft’s cloud revenue is 25% larger than Amazon’s, Amazon is somehow the “runaway” leader in the cloud. First, some facts. And then we’ll explore the fantasies around this utterly bizarre infatuation that most
Cloud Wars logo, showcasing analysis of COVID-19 impact on cloud growth

Will COVID-19 Tank Cloud Revenue for Microsoft, Amazon, Google, IBM?

April 17, 2020
How hard will the COVID-19 crisis hit the cloud growth rates of six Cloud Wars Top 10 vendors with Q1 earnings coming out soon: #1 Microsoft, #2 Amazon, #4 Google, #5 SAP, #7 IBM, and #9 ServiceNow? Cloud Wars Top 10 Rankings — Apr. 13, 2020 1. Microsoft — Bogus “775% surge” went from fake news