Thomas Kurian of Google Cloud and Satya Nadella of Microsoft

Q3 Cloud Forecasts: Microsoft $20.5B, Amazon $15.3B, Google $5.2B, IBM $7.3B

October 20, 2021
(UPDATE: Dear readers: I’ve updated this article to reflect a new Q3 revenue projection for Google Cloud because in the original version, I used the wrong quarterly figure upon which to base my projection. I’m very sorry for the error.)   As the world’s top cloud-computing vendors ride the digital surge and help drive the
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Cloud Wars Top 10 Crush Q2: $60 Billion Led by Microsoft, Amazon, Google

August 19, 2021
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion. Of course, the big driver behind these very big numbers is the worldwide transition to digital business, which requires companies in every
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Infor and AWS: CloudSuite Vendor Bets the Company on Amazon R&D

August 18, 2021
Call it Infor’s Dilemma: while emphasizing that it receives significant financial support from massive parent Koch Industries, Infor has also decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon. On top of that, Infor is competing in the explosive industry-cloud segment against many of the most well-known, successful, ambitious,
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Amazon-Workday and Google Cloud logos

Amazon-Workday Kerfuffle: Big Winners Are Workday and Google Cloud

August 13, 2021
As the twin forces of disruption and innovation drive massive change across the global digital economy, Workday’s recent reset with Amazon and subsequent strategic engagement with Google Cloud underscore the burning need for cloud-ecosystem nimbleness. On my weekly Cloud Wars Top 10 rankings, Workday is #8, Amazon is #2, and Google Cloud is #3. A
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Cloud Wars logo

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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