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Microsoft Versus Amazon: Who Will Be King of the Cloud for Q1?

April 22, 2021
While conventional wisdom plus short-sighted math have caused a lot of people to believe that Amazon’s AWS is the runaway leader in the cloud, reality tells a very different story that will be underscored dramatically with next week’s Q1 earnings results. On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot
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Amazon CEO Andy Jassy

Amazon Shocker: CEO Jassy Says Cloud Less than 5% of All IT Spending

April 2, 2021
While businesses across the globe have been surging into the cloud, Amazon CEO Andy Jassy says the cloud still accounts for less than 5% of global IT spending. On my weekly Cloud Wars Top 10 rankings, Amazon’s AWS is #2 behind #1 Microsoft.  I cite the term “shocker” in the headline because, over the past
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Cover image for Cloud Wars Live podcast with Sean Ammirati

Snowflake, DigitalOcean on Fire | Ammirati on Innovation

April 1, 2021
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. Today, Sean and I discuss the valuation news around DigitalOcean:
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AWS CEO Adam Selipsky

10 Questions for Amazon Web Services CEO Adam Selipsky

March 30, 2021
As if it weren’t enough of a challenge to become CEO of one of the world’s largest and most-influential technology companies, new AWS chief Adam Selipsky also has to follow the truly legendary act of superstar CEO Andy Jassy, who now rules the entire Amazon empire. On my weekly Cloud Wars Top 10 rankings, AWS
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Cover image for Cloud Wars Live, titled Digital: The Revenue Maximizer

Digital: The Revenue Maximizer | Ammirati on Innovation

March 2, 2021
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 22 The Big Themes: No more looking in the
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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
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Logos for Amazon Web Services and TCS next to each other

Amazon Addresses Critical Blind Spot in Big Mainframe Deal with TCS

February 15, 2021
If Amazon’s AWS cloud unit has an Achilles Heel, it is that the company’s singular and enormously successful focus on the cloud has kept it from developing deep expertise with legacy mainframe systems that still run massive portions of the global economy. (On my weekly Cloud Wars Top 10 rankings, Amazon has held the #2
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Cover image for Cloud Wars Live podcast: Amazon's Jeff Bezos, force of nature

Amazon’s Jeff Bezos: Force of Nature | Ammirati on Innovation

February 10, 2021
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 21 The Big Themes: Andy Jassy is now the
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Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

The Cloud Database Market Is Booming: 10 Key Developments

February 2, 2021
Cloud databases are off to a fast start in 2021, with a slew of significant new products, 9-figure investments, aggressive go-to-market moves and more in the past few weeks.  The level of activity is unlikely to let up. As businesses aggressively move growing portions of their IT environments to the cloud, database vendors of all
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