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
Screengrab from website for Google Cloud Next 2021 with photo of CEO Thomas Kurian

3 Ways Google Cloud CEO Kurian Differentiates from Microsoft, Amazon

October 13, 2021
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian hammered home 3 ways in which his company is sharply differentiating itself from archrivals Microsoft and Amazon’s AWS. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, Microsoft is #1 and Amazon is #2. And, given what Kurian discussed
Market Cap Growth bar graph, with Google at the top

Market Cap Madness: Google, Salesforce, Microsoft, Oracle Soar in 2021

October 4, 2021
If tech-sector market caps are indications of future growth opportunities, then for the first 9 months of 2021 the investment community has been particularly bullish on Google, Salesforce, Microsoft and Oracle. On my weekly Cloud Wars Top 10 rankings, Google is #3, Salesforce is #4, Microsoft is #1 and Oracle is #6. As the nearby
Google Cloud risk protection program graphic

Will Google Cloud and Tesla Torpedo the Insurance Industry?

September 30, 2021
This brief remark should scare the bejezus out of every insurance-industry executive: “Who knows more about your vehicle than the people who manufactured it?” said Andrew Rose, president of GM’s newly formed OnStar Insurance Services. That quote is from a Wall Street Journal article late last year exploring GM’s return to the car-insurance business, powered
Google Cloud president Rob Enslin headshot

Google Cloud President Rob Enslin: Touching Billions of People’s Lives

September 27, 2021
Google Cloud has hired many thousands of people across the world and across the company since Thomas Kurian took over as CEO in January 2019, and you could make a very good case that the most important of all of those was president Rob Enslin. On my weekly Cloud Wars Top 10 rankings, Google Cloud
Screenshot from a video about the new Google Cloud product, Supply Chain Twin

Google Cloud Just Introduced the Most Important Product of the Year

September 23, 2021
While we don’t do a lot of product coverage here at Cloud Wars, a visionary new solution from Google Cloud that fuses two extremely vital digital-business processes gets my vote for the Product of the Year. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, behind #1 Microsoft and #2 Amazon. A
Oracle founder Larry Ellison talks about the company's Q1 earnings

Dear Larry Ellison: Kudos on $10B Cloud Pace, but Can You Answer 3 Questions?

September 14, 2021
Savoring his role as David to the cloud’s 3 Goliaths, Larry Ellison proclaimed yesterday that his Oracle Cloud has reached a $10-billion annualized run rate and is committed to overtaking competitors whose cloud businesses are 8X bigger than Oracle’s (Microsoft), 6X bigger (Amazon), and 2X bigger (Google). On my weekly Cloud Wars Top 10 rankings,

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