The world’s three largest cloud vendors by revenue are likely to reach $23 billion in combined Q1 cloud revenue with Microsoft having an excellent chance to hit $10 billion and Amazon’s AWS cloud unit $8 billion along with the $5 billion IBM reported for cloud revenue last week.
In a compelling overview of Google Cloud’s strategic direction and technological strengths, new CEO Thomas Kurian revealed that Google Cloud’s already established significant presence in about half of the world’s top 10 companies in retail, in media, in financial services, in manufacturing, and in automobiles. And showcasing his belief that such levels of penetration are
For reasons I can’t fully fathom, many folks in and around the tech business continue to believe—mistakenly—that Amazon is the king of the enterprise cloud, when in fact Microsoft’s cloud business is significantly larger than Amazon’s and is growing more rapidly. Those aren’t opinions, they’re not estimates, and they’re not interpretations: those are facts. So
To get a sense of how big, fast-growing and disruptive Amazon’s cloud business is, try this: just its revenue growth in 2018—not its total revenue, but rather the $8-billion increase from 2017’s $17.5 billion to last year’s $25.6 billion—would make it the fifth-largest enterprise cloud vendor in the world. That excellent ongoing growth, Amazon’s longtime
While Amazon remains the undisputed king of public cloud IaaS, Microsoft’s broader set of across-the-cloud services pushed Microsoft’s commercial-cloud revenue for 2018 to $32.2 billion and have given it an insurmountable lead as the world’s largest cloud provider over Amazon, whose numbers come out tomorrow. To match the Microsoft 2018 cloud revenue total of $32.2
While I don’t blame Amazon one bit for turning the retail sector upside-down and competing aggressively for every available dollar, and while it’s no surprise that major retailers are avoiding Amazon Web Services like the plague, it’s still been striking to watch Microsoft’s recent run of blockbuster retail deals. As Amazon has become a global