AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business
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
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
Goldman Sachs CEO David Solomon speaks about technology at AWS Reinvent 2019

How Goldman Sachs Is Becoming a Technology Company

May 16, 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 12. This article marks Jiri’s fourth appearance on Cloud Wars; you can see his
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
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
Cloud Wars 2020 cloud revenue projections

Microsoft & Amazon Lead Top 5 Beyond $150 Billion in Cloud Revenue in 2020

April 30, 2020
Despite the massive economic toll being wrought by COVID-19, Microsoft’s strong Q1 cloud-revenue growth indicates that the 5 largest cloud vendors could defy the pandemic’s impact and generate cloud revenue of $150 billion in 2020. This is admittedly a totally speculative endeavor, but I think it’s worthwhile given the vast uncertainty about what’s in store
A pile of dollar bills, to represent the article theme of Cut Cloud-Hosting Costs

Taming Runaway Cloud Expenses: How I Cut Cloud-Hosting Costs by 32%

March 14, 2020
Editor's Note: We are delighted to feature a guest author on Cloud Wars today. This is the first in 2-part series by Steve Schechter, an IT Director based in Hong Kong. Part 2 will run on Saturday, March 21. At a recent client engagement, I was told to cut cloud-hosting costs by 30%. That was
Google Cloud has snatched MLB as a customer from AWS

Google Tops Amazon As Big Customer Defects for Better ML and Analytics

March 5, 2020
In a showdown between two of the world’s top technology companies, Google Cloud has snatched AWS client Major League Baseball (MLB) on the strength of multiple Google technologies plus its YouTube and Ad Manager businesses. Looking to take its “personalized and immersive fan experiences” to higher levels, MLB selected Google and Google Cloud for their
Cover image for Cloud Wars Live Podcast: Calling Jeff Bezos: It's Time to Spin Out AWS

Calling Jeff Bezos: It’s Time to Spin Out AWS! | Ammirati on Innovation

March 3, 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 10 In this episode, Sean and I focus on the