Will Microsoft Whip Google & Amazon in Combined Q2 Cloud Revenue Again?

July 12, 2021
Just to be clear about who’s #1 in the cloud, late this month we’ll find out if Google Cloud and Amazon Web Services are finally able to have combined cloud revenue equal to or greater than Microsoft’s for Q2. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, Amazon is longtime
Industry Cloud Top 10 rankings for July 2021

Microsoft Jumps to #4 on Industry Cloud Top 10 via AT&T 5G Stunner

July 6, 2021
The world’s largest and most-influential cloud provider is now flexing its muscles in the industry-cloud space so I’ve moved Microsoft up to #4 on my Industry Cloud Top 10 rankings following its acquisition of AT&T’s 5G mobile network. Since I launched the Industry Cloud Top 10 rankings a few months ago, Microsoft has held the
Leaders from Microsoft and AT&T announce their new 5G cloud deal

Microsoft Cuts Loose the Dogs of War in AT&T 5G Cloud Deal

July 1, 2021
Cloaked within Microsoft’s carefully worded press release about AT&T moving its 5G mobile network to the Azure for Operators cloud is the stark reality that one of the world’s wealthiest and most-innovative companies has just become deadly serious about transforming entire industries.  (And I’m referring to Microsoft, not AT&T.) On my weekly Cloud Wars Top
Gartner table showing 2020 IaaS revenue for Microsoft and Amazon

Do You Trust Gartner?

June 29, 2021
Since Gartner, the big dog in IT research and advisory services, has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares for Amazon, Microsoft, Google and others, I’d like to share some of their guesswork and ask a few questions. The first of those questions is posed in the headline: do you trust
Broken heart photograph representing Google Cloud and Salesforce

Google Squeezed Out by Amazon & Microsoft in Battle for Salesforce Love

June 28, 2021
While the sizzling Salesforce-Amazon cloudmance drew plenty of attention last week, Salesforce is simultaneously being appropriately promiscuous with Microsoft Azure even as it appears to be turning a cold shoulder to Google Cloud. Boy oh boyzee, talk about an A-list soap-opera scenario! Here in one steamy menage a quatre, we’ve got the world’s four largest

Microsoft CEO Satya Nadella Is World’s #1 CEO: 5 Reasons Why

June 21, 2021
While Satya Nadella will almost certainly do an outstanding job in his additional new role as chairman at Microsoft, I believe that high-fallutin’ new title will always be completely overshadowed by the extraordinary record Nadella has put together as CEO of Microsoft. When Nadella was named CEO of Microsoft on Feb. 4, 2014, Microsoft’s market
Snowflake CEO Frank Slootman, who recently ripped the data architecture of Microsoft

Snowflake CEO Rips Microsoft, Amazon, Google for Outdated Architecture

June 7, 2021
Snowflake CEO Frank Slootman, feeling feisty after posting Q1 revenue growth of 110%, said a big chunk of that growth is coming from upgrading legacy data warehouses that Microsoft, Amazon and Google can’t handle because they’re “not sitting on good architecture.” This is truly a case of the little guy picking a fight with the
SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
Microsoft corporate VP Alysa Taylor, who heads up a new group created by reorganization

Microsoft Reorganization Merges Data and AI with Apps and Industries

May 28, 2021
Converting technology silos into integrated customer-solution teams, Microsoft has moved its data, AI and mixed-reality businesses into the high-growth Industries and Business Applications unit under corporate VP Alysa Taylor. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for 2-1/2 years. On our new Industry Cloud Top 10, Microsoft is currently #6—but
Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in