Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
SAP CEO Christian Klein who recently shared a statement on its new FinTech venture

SAP Goes FinTech with Bold New Approach to Industry Cloud

May 20, 2021
Continuing to prove that the SAP of the R3 past is most definitely not the SAP of the digital future, SAP is revving up its Financial Services industry cloud by partnering with an investment firm that will pump more than $600 million into the joint venture. A few months ago, we saw SAP spin out
Microsoft VP Alysa Taylor talks plans to verticalize the cloud

Microsoft Investing Billions to ‘Verticalize the Cloud’ for Industries

May 17, 2021
Looking to exert its will in the booming industry-cloud market as it has done in the overall cloud business, Microsoft is vowing to “continue to invest deeply in the individual capabilities of these industry clouds,” according to corporate VP Alysa Taylor. While Microsoft has been #1 on my Cloud Wars Top 10 rankings for more
Cover image for Cloud Wars Live podcast with IBM SVP Howard Boville

IBM SVP Howard Boville: Unleashing the Cloud

May 10, 2021
Just over a year ago, Howard Boville left his job as CTO at Bank of America to join IBM as senior VP of hybrid cloud. Boville joined Cloud Wars Live to discuss the big changes he's been driving at IBM Cloud, the booming market for industry clouds that he's been aggressively championing within IBM, and
IBM SVP Howard Boville speaks about industry clouds in a video presentation

IBM Cloud Renaissance: General-Purpose Clouds Out, Industry Clouds In

May 10, 2021
Considering the impact former Bank of America CTO Howard Boville has had in just his first year as senior VP of IBM Cloud, perhaps some other big cloud providers will seriously consider adding customers to their executive ranks.  IBM is #9 on my weekly Cloud Wars Top 10 rankings, and is #7 on my new
Cover image for Cloud Wars' Industry Cloud Boom: ServiceNow

ServiceNow Industries: ‘Orchestrating the Work’

May 4, 2021
In this episode, the two leaders of ServiceNow's industry-specific business share their perspectives on taking the "workflow revolution" into vertical markets. Abhijit Mitra, VP of industry products and Marshall Tyler, VP of industry solutions, discuss the need for businesses to be able to understand the behaviors and expectations of their customers' customers, and how that
Google Cloud Industries head Lori Mitchell-Keller speaks in a video presentation

10 Reasons Google Cloud Is #2 on Industry Cloud Top 10 List

May 4, 2021
While the boom in industry-specific solutions is a new phenomenon that every major cloud provider is pursuing, the case of Google Cloud is particularly distinctive because it launched its entire industry-specific effort just 2-1/2 years ago. On my new Industry Cloud Top 10, Google Cloud is #2, behind #1 Salesforce and ahead of #3 Oracle.
Cover image for Cloud Wars' Industry Cloud Boom with Google Cloud

Google Cloud Industry Head Lori Mitchell-Keller

May 3, 2021
In this episode of Cloud Wars Live, our guest is Lori Mitchell-Keller, the head of Google Cloud's highly innovative and fast-growing industry-specific solutions business. After a distinguished career leading SAP's industries business, Mitchell-Keller was recruited several months ago by Google Cloud president Rob Enslin and CEO Thomas Kurian to drive the business that has become
Table showing the Industry Cloud Top 10 rankings for April 28, 2021

The Industry Cloud Top 10: #1 Salesforce, #2 Google, #3 Oracle, #4 SAP

April 28, 2021
As industry-specific solutions have unquestionably become the cloud’s Next Big Thing, we here at Cloud Wars are delighted to introduce our new weekly rankings of the leading providers in that dynamic space: the Industry Cloud Top 10. This new Industry Cloud Top 10 list, plus our new biweekly news and analysis report called the Industry
Oracle logo on a sign, as the company pursues a new cloud category

Has Oracle Climbed to #3 in Booming New Cloud Category?

April 21, 2021
As every leading cloud provider surges into industry-specific cloud solutions, Oracle is emerging as a possible Top 3 player by revealing it has 100,000 industry-cloud customers and 16 million users across 120 countries. On my weekly Cloud Wars Top 10 rankings, Oracle is the #6 player. But on my new Industry Cloud Top 10 rankings