SAP CEO Christian Klein speaks in a video presentation

After Hard-Hitting Attack from Oracle’s Larry Ellison, 5 Things SAP Should Do

March 12, 2021
If a true indication of a winner is how they react to adversity, then SAP and CEO Christian Klein have a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections to Oracle.  It was 15 months ago when Ellison began raising the specter of converting some
Larry Ellison Delivers Keynote At Annual Oracle OpenWorld Conference

Larry Ellison Rocks the Cloud: Oracle OCI on $2-Billion Run Rate

March 11, 2021
Larry Ellison’s stunning disclosure that Oracle now has a $2-billion cloud-infrastructure business with a triple-digit growth rate turns Oracle from a tough-talking but unproven fringe player into a high-performance player worthy of being seen as a legitimate peer of industry leaders Microsoft, Amazon and Google. (On my weekly Cloud Wars Top 10 rankings, Oracle is
IBM Cloud VP Jason McGee

Can IBM Reignite Cloud Growth With Impressive New ‘Satellite’ Service?

March 10, 2021
As IBM’s cloud-revenue growth rate has tumbled to a meager 8%—by far the lowest among the Cloud Wars Top 10—the launch of Cloud Satellite is a much-needed jolt of innovation for both business customers and for IBM. (On my weekly Cloud Wars Top 10 rankings, IBM recently fell from #7 to its current spot at
Microsoft CEO Satya Nadella discusses industry-first focus in a video.

SAP & Oracle Beware: Microsoft CEO Nadella Declares “Industry-First Focus”

March 9, 2021
As most of the world’s most-powerful cloud vendors invest massively in expanding their industry-specific solutions and capabilities, mighty Microsoft has boosted the stakes dramatically by declaring it now has an “industry-first focus.” (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google is #3, SAP is #5, and Oracle is #6.) That unequivocal
Oracle founder Larry Ellison

As Oracle Cloud Surges, Larry Ellison Might Attack Amazon, SAP on Q3 Call

March 8, 2021
As Oracle continues to distinguish itself as one of the world’s fastest-growing major cloud businesses, Larry Ellison might come out swinging against major rivals Amazon and SAP during the March 10 Q3 earnings call. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6, Amazon is #2, and SAP is #5.) Based on Ellison's
Infographic offering a snapshot of Oracle WMS

AWS and Rackspace Lose 700 PostgreSQL Databases to Oracle Autonomous Database

February 25, 2021
A hypergrowth warehouse-management app owned by Oracle has moved 700 PostgreSQL databases from AWS and Rackspace servers and replaced them all with Oracle Autonomous Transaction Processing running on Oracle Cloud Infrastructure. The move from AWS and Rackspace to Oracle has enabled the warehouse-management business to perform at levels never before possible, allowed it to leverage
Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

Surging Cloud Databases Will Blow Past Legacy Databases in Mega Platform Shift

February 22, 2021
The database market is in the throes of its biggest change of the last 50 years.  Cloud databases will soon overtake traditional on-premises databases—the ones long used for transactions and analytics in corporate data centers—as the preferred data-management platforms for many use cases.  The transition is happening so fast that Gartner, in a strategic planning
Oracle chairman Larry Ellison

The Disruptive Larry Ellison: Shatters Tradition to Reflect New Cloud Realities

February 16, 2021
Recognizing that decades-old categories fail to reflect modern business realities, Oracle chairman Larry Ellison has tossed one of those anachronisms overboard and replaced it with a radically different term capturing the modern business processes ushered in by the cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6—just behind #5 SAP and just
Oracle EVP Clay Magouyrk speaks with Cloud Wars on a Zoom interview

Oracle Cloud EVP Clay Magouyrk: Journey to Cloud Still Too Complex

February 9, 2021
In a 1:1 chat last week, Clay Magouyrk, the driving force behind Oracle’s remarkable emergence as a very serious player in cloud infrastructure, shared his views on cloud complexity, hybrid cloud, multicloud, the evolving edge and Oracle’s willingness and ability to tackle extremely tough engineering problems. As executive vice-president of Oracle Cloud Infrastructure, Magouyrk has
Cover for Cloud Wars Live podcast episode with Clay Magouyrk of Oracle

Oracle Cloud EVP Clay Magouyrk: A 1:1 Chat

February 9, 2021
In the past year, Oracle's become a highly disruptive player in the cloud-infrastructure business. So it was great to sit down with the leader of the Oracle Cloud Infrastructure (OCI) business, executive vice president Clay Magouyrk, to discuss the cloud's role as a business accelerator and how Oracle's approach to cloud infrastructure can offer unique