Novartis Executive Bertrand Bodson and Microsoft reimagine AI in medicine and pharmaceuticals

Medical Moonshot: How Novartis and Microsoft Are Using AI to Reimagine Medicine

September 17, 2020
While pharmaceutical companies have traditionally had to devote $2.5 billion and 12 years of to bring a single therapy to market, the stark reality is that only 1 out of 10,000 compounds makes it through clinical trials and into the hands of patients. Determined to take these challenges head on, Novartis and Microsoft have created
Salesforce company logo on a physical sign

Can Salesforce Become the Next Trillion-Dollar Company?

September 5, 2020
(Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Aug. 30. Jiri has published several articles here at Cloud Wars over the past six months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft and retailers are improving customer experiences

How Microsoft Helps Top Retailers Deliver World-Class Experiences—and Software

August 19, 2020
In a world that’s changing in profound ways more rapidly than ever before, the retail business has faced an existential challenge from COVID-19, increasingly demanding consumers, ferocious competition from the online world and rising concerns over privacy and security. And while technology is certainly playing a critical role in helping top retailers address those challenges,
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
Table showing Microsoft Azure growth rate for the last three fourth quarters

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

August 12, 2020
The growth rate for Microsoft Azure has tumbled from 89% nine quarters ago to 50% last quarter.   Should this be a cause for concern for the world’s largest and most-influential enterprise-cloud vendor and its CEO? Or is it just a natural offshoot of the law of big numbers, in which it is wickedly difficult
Cover image for Cloud Wars Live: SAS EVP Oliver Schabenberger

SAS and Microsoft: The Operating System for Digital Transformation | Cloud Wars Live

August 10, 2020
For this episode of Cloud Wars Live, I talked with Oliver Schabenberger, EVP, COO, and CTO at SAS Software.   The Big Themes: SAS and Microsoft have an important strategic partnership. Microsoft’s mission is to empower every person and every organization. SAS’ vision is to transform the world of data into a world of intelligence.
Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
Dr. David Rhew has been leading innovation at Microsoft amid COVID-19

How COVID-19 Has Sparked Huge Innovation for Microsoft & Healthcare Customers

July 31, 2020
For all the misery caused by COVID-19, the pandemic has also accelerated in companies from every industry the hunt for innovation and the shift to data-driven business cultures, business models and processes. At Microsoft, that’s led to high-impact partnerships that are helping companies in retail, logistics, healthcare and pharmaceuticals create new businesses, engage with customers
Microsoft CEO Satya Nadella talks about hypergrowth in a video

Microsoft Hypergrowth: Beyond Azure, Satya Nadella’s 5 Superstars

July 27, 2020
While it’s hardly a surprise anymore when Microsoft reports Azure revenue growth of 50%, Satya Nadella made a point in its fiscal-Q4 earnings call to call out the parallel steep growth in five related segments. As Microsoft’s enterprise-cloud revenue for the 12 months ended June 30 soared to $51 billion on the strength of $14.3