Microsoft Amazon and others are battling for AI leadership in the Cloud Wars

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

November 6, 2019
As AI and ML become mainstream business tools in the digital economy, four of the world’s most-influential companies with combined revenue of about $550 billion are each aggressively rolling out new AI-driven solutions that will change how the world works. Those four companies have a longstanding presence on my weekly Cloud Wars Top 10 rankings.
Amazon and Google should be worried about Microsoft Azure AI numbers

Attention, Amazon and Google: Here’s the Microsoft Q3 Number You Should Focus On

November 1, 2019
While it’s striking to see that Microsoft’s Q3 cloud revenue of $11.6 billion exceeded that of both Amazon and Google combined, and that Azure revenue grew 59% while AWS’s grew 35%, the most-stunning of all of Microsoft’s big Q3 numbers reveals the vast scope of its Azure AI business. CEO Satya Nadella shared these remarkable
Stream my conversation with CMO Mick Hollison about the Cloudera Data Platform

Cloudera: Why the Enterprise Data Cloud Is Indispensable

October 30, 2019
This episode is brought to you by Cloudera. For this sponsored Cloud Wars Live conversation, I spoke with Mick Hollison, CMO of Cloudera. Mick just came back from a Cloudera customer event in New York City called Strata Data, during which they unveiled the new Cloudera Data Platform to the world. He says that customers
Sundar Pichai shares insight into Google Cloud Q3 growth

Google Cloud Q3 Growth Triggered by Compute, Data Analytics and G-Suite

October 30, 2019
Google Cloud racked up major Q3 wins in healthcare, financial services and retail as “strong customer demand” for compute, data analytics and G Suite generated “significant growth” across the globe for the #6 company on the Cloud Wars Top 10. Google CEO Sundar Pichai cited “great momentum” for its fast-growing cloud business. He also said
Satya Nadella put Amazon and Google on notice on recent Microsoft earnings call

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

October 28, 2019
Satya Nadella delivered an unmistakably more-aggressive outlook in last week’s earnings call as he touted Microsoft’s superiority over all of its competitors in technology prowess, product breadth, commitment to customers, and investment savvy.  True, Nadella did not mention either Amazon or Google by name. But never before has he used an earnings call to be
Analyzing the Q3 cloud revenue numbers for the Cloud Wars Top 10

#1 Microsoft, #2 Amazon Will Drive Cloud Wars Top 10 Over $40 Billion for Q3

October 4, 2019
With #1 Microsoft and #2 Amazon likely to generate $20 billion in cloud revenue for the 3 months ended Sept. 30, the Cloud Wars Top 10 vendors should combine for more than $40 billion for that quarter. We’ll get the exact details for several companies later this month as earnings releases come out for Microsoft,
Read the Cloud Wars take on a new IDC report

As Amazon, Microsoft and Google Rise, 3 Key Cloud Findings from IDC

September 27, 2019
As businesses surge into the cloud, spending on hardware for public-cloud infrastructure is plunging even as it's rising for private clouds, says a new report from IDC. 2020 will mark the first year that infrastructure spending for cloud will exceed that for traditional IT, says IDC. I’ll toss a handful of numbers at you in
Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live

Microsoft Grabs Huge Cloud Deal with UBS as Azure Expands into Switzerland

August 30, 2019
Expanding locally to help customers transform globally, Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live. UBS, the world’s largest wealth manager, and two other big global corporations based in Switzerland—Swiss Re Group and Swisscom—are looking to leverage the in-country cloud
Thomas Kurian Google Cloud VMware deal

Why Google Cloud Extended Partnership with VMware: The Thomas Kurian Effect

August 13, 2019
From Google Cloud CEO Thomas Kurian’s very first public comments about his plans for reinvigorating the company, meeting and exceeding the needs of customers has been at the top of his list. Google’s always had superb cloud technology but, until Kurian’s arrival at the beginning of this year, it remained largely detached from the marketplace.

Google Jumps to #6 behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, #5 Oracle

August 5, 2019
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud continues to climb in the Cloud Wars Top 10. On the strength of its recently posted $2-billion quarter, the vendor has now moved up to #6. New leadership sparks transformation at Google Cloud. While no one has questioned Google’s technological capabilities in the enterprise cloud, under