CEO Thomas Kurian and Google Cloud balance ambition and collaboration with Microsoft

#1 Microsoft and #4 Google Are Facing a Wicked Cloud Challenge

October 8, 2020
As the already-extraordinary growth rate of the enterprise cloud accelerates, can two of the world’s most valuable and influential companies—Microsoft and Google—compete not only fiercely enough to win tens of billions in revenue but also collaboratively enough to keep peace with their major partners? (On my Cloud Wars Top 10 weekly rankings, Microsoft is #1
Cloud Wars logo on blue background with text: Microsoft biggest challenge

For Microsoft, Is Biggest Challenge Amazon, Google, or From Within?

July 8, 2020
First in a 10-part series on the biggest challenges facing the Cloud Wars Top 10.   Over the past six years, as Satya Nadella has made Microsoft the most-valuable company on the planet and also the most-influential enterprise-tech company, he’s racked up a remarkable set of partnerships with competitors that at times have tried or
Google Cloud and SAP logos, highlighting their partnership

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner

July 1, 2020
While promiscuity is a given among top SaaS vendors and the big hyperscalers, it looks to me like Google Cloud has cut in aggressively on Microsoft as the infrastructure heartthrob SAP likes best. First of all, SAP CEO Christian Klein recently stated quite assertively that while it’s all nice and wonderful that the big hyperscalers—Amazon,
IBM and SAP logos matched up to represent their partnership

SAP and IBM Team Up to Help Customers Avoid Extinction

June 26, 2020
As the pace of change continues to soar and the timetable to transformation shrinks, SAP and IBM are rolling out a broad array of data-driven services to help customers innovate and thrive rather than stagnate and go away. Building on a partnership launched half a century ago, IBM and SAP are calling this new initiative
The logo for SAS, which has formed an alliance with Microsoft

Microsoft-SAS Alliance Is Great, But When Will Microsoft Buddy Up with Amazon?

June 16, 2020
By aligning tightly with analytics superstar SAS, Microsoft has gained a vast amount of additional firepower in its already-formidable lineup of products centered on AI, data, machine learning and analytics. In addition, Microsoft also adds another top-tier enterprise-software company to its lengthy list of powerful allies that includes more than half of the Cloud Wars
Cover image for Cloud Wars Live: Microsoft & FedEx Reimagine the World

Microsoft & FedEx Reimagine the World | Ammirati on Innovation

June 11, 2020
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 13 In this episode: Sean and I talk about spanning
Salesforce CEO Marc Benioff, who delivered inspiration on a recent earnings call

Marc Benioff Delivers: “The Best I’ve Ever Seen Salesforce Perform”

May 29, 2020
Whether procuring and delivering 50 million pieces of PPE, launching an extraordinary new pandemic-driven product, or generating $4.87 billion in revenue during the COVID-19 crisis, Marc Benioff’s had a quarter like no other. And during yesterday’s fiscal-2021 Q1 earnings call, Benioff made it perfectly clear in his inimitable fashion that Salesforce’s performance during the quarter
Microsoft and FedEx logos, representing the new FedEx Surround service

#1 Microsoft and FedEx Pair Up to Revolutionize How Business Is Done

May 21, 2020
More than 40 years ago, back when “digital” still referred to fingers rather than AI, FedEx founder and CEO Fred Smith said there will come a time when the information about a package delivery will be as important as the package itself. Now, in a deep partnership with Microsoft, FedEx is setting out to show
A logo sign for Microsoft, which just announced new acquisitions in the telecom space

Microsoft Flexes Trillion-Dollar Muscles: Competitors Sweat, Customers Swoon

May 18, 2020
Over the past year, we heard a great deal from SAP about the huge volumes of business it was doing in close partnership with Microsoft to move massive SAP workloads to the Azure cloud. But last week, SAP CEO Christian Klein said he’s ready to aggressively defend his company’s role as the lead supplier in
Salesforce announces new integrations with Microsoft Teams

Amazon Jilted as Salesforce and Microsoft Pair Up for IaaS and Teams

November 15, 2019
The new cloudmance between Salesforce and Microsoft represents a stinging blow to Amazon, which only a few years ago was smothered in Salesforce affection as its one and only “preferred public cloud infrastructure provider.” Yeah, I know, ‘the only constant is change’ and all that. But let’s put this dramatic move by Marc Benioff into