Microsoft corporate VP Alysa Taylor, who heads up a new group created by reorganization

Microsoft Reorganization Merges Data and AI with Apps and Industries

May 28, 2021
Converting technology silos into integrated customer-solution teams, Microsoft has moved its data, AI and mixed-reality businesses into the high-growth Industries and Business Applications unit under corporate VP Alysa Taylor. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for 2-1/2 years. On our new Industry Cloud Top 10, Microsoft is currently #6—but
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Oracle MySQL vs Amazon Aurora

Oracle Unleashes HeatWave on MySQL, Thumps Amazon Redshift & Aurora

May 27, 2021
As businesses surge into the data-powered digital economy, Oracle has enhanced its MySQL cloud database service with a souped-up in-memory query accelerator called HeatWave that gives the Oracle bundle huge price and performance advantages over Amazon’s Redshift and Aurora databases.  For MySQL business users, that means a whole new ballgame for running analytics against transactional
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Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
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Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
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Photos of candy bars being made by Mars, a longtime Microsoft customer

Microsoft & Mars: Do Customer Experiences Outweigh Revenue & Profits?

May 21, 2021
Are customer experiences and trust more important than revenue growth and profits? According to a Microsoft blog post describing its expanded relationship with $40-billion global corporation Mars Inc., the answer is yes. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for more than 2-1/2 years. On my new Industry Cloud Top
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SAP CEO Christian Klein who recently shared a statement on its new FinTech venture

SAP Goes FinTech with Bold New Approach to Industry Cloud

May 20, 2021
Continuing to prove that the SAP of the R3 past is most definitely not the SAP of the digital future, SAP is revving up its Financial Services industry cloud by partnering with an investment firm that will pump more than $600 million into the joint venture. A few months ago, we saw SAP spin out
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Microsoft VP Alysa Taylor talks plans to verticalize the cloud

Microsoft Investing Billions to ‘Verticalize the Cloud’ for Industries

May 17, 2021
Looking to exert its will in the booming industry-cloud market as it has done in the overall cloud business, Microsoft is vowing to “continue to invest deeply in the individual capabilities of these industry clouds,” according to corporate VP Alysa Taylor. While Microsoft has been #1 on my Cloud Wars Top 10 rankings for more
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IBM SVP Howard Boville speaks about industry clouds in a video presentation

IBM Cloud Renaissance: General-Purpose Clouds Out, Industry Clouds In

May 10, 2021
Considering the impact former Bank of America CTO Howard Boville has had in just his first year as senior VP of IBM Cloud, perhaps some other big cloud providers will seriously consider adding customers to their executive ranks.  IBM is #9 on my weekly Cloud Wars Top 10 rankings, and is #7 on my new
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Google Cloud logo sign at Alphabet event

Google Cloud Hypergrowth Triggers More Billions from Alphabet

May 7, 2021
With revenue soaring and losses plummeting, Google Cloud has convinced parent Alphabet to continue investing billions in the high-flying business that has a higher growth rate than any other company on the Cloud Wars Top 10. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. During
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