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Did AWS Just Win the Cloud Deal of the Century?

November 14, 2020
Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Oct. 27.  Jiri has published several articles here at Cloud Wars over the past 8 months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud Wars. Jiri
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Oracle Exadata X8M

Oracle Calls Out AWS on Exadata Cloud Service, Shares Big Customer Wins

November 13, 2020
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS and by sharing new stories about customers that have achieved striking results with Exadata. With this frontal assault on a competitor that currently holds a vastly greater share of the huge cloud-infrastructure market, Oracle
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The growing relationship between Oracle and Zoom

Larry Ellison Tightens Zoom Relationship, Oracle Leaps into Ad Business

November 12, 2020
As Larry Ellison attempts to redefine the enterprise-cloud business in both apps and infrastructure, he plans to integrate Zoom technology into some Oracle apps and to push Oracle into the nascent field of automated advertising. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6.) Ellison revealed these plans earlier this week in a
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Oracle Chairman Larry Ellison during Oracle Cloud CX Virtual Summit

Larry Ellison Wants It All—Can Oracle Get It?

November 11, 2020
In what was billed as an introduction to Oracle’s new CX strategy, Larry Ellison instead revealed his desire to build a single “closed-loop system” of interconnected end-to-end SaaS apps handling every business process a modern business might have. (On my weekly Cloud Wars Top 10 rankings, #6 Oracle competes in enterprise apps with #3 Salesforce,
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Google Cloud CEO Thomas Kurian

Google Cloud Stellar Performance Triggers Special Status from Alphabet

November 6, 2020
While Google Cloud generated only 7.5% of parent-company Alphabet’s $46.2 billion in Q3 revenue, the cloud unit’s surging growth and massive potential have spurred Alphabet to begin breaking out Google Cloud’s financial results in a separate reporting segment. (On my weekly Cloud Wars Top 10 rankings, Google Cloud is #4 after beginning the year at
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Will Amazon CEO Jeff Bezos spin out AWS ?

As Amazon’s Cloud Growth Slows, Will Jeff Bezos Cut AWS Loose?

November 4, 2020
While Amazon’s AWS cloud unit has an excellent chance of blowing past $50 billion in revenue in 2021, the surging and superior results from Amazon’s “traditional” businesses might well provide Jeff Bezos with the impetus to spin out the superstar cloud unit next year. (On my weekly Cloud Wars Top 10 rankings, Amazon is #2
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SAP CEO Christian Klein

SAP: After Brutal Q3, Will it Stumble Again or Bounce Back Boldly?

November 3, 2020
Is SAP’s Q3 nightmare that zapped $35 billion in market-cap value a harbinger of deep troubles, or will the company be able to rally behind the customer-centric vision of CEO Christian Klein and emerge as a true cloud powerhouse? (SAP is #5 on my Cloud Wars Top 10 weekly rankings.) As is so often the
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ServiceNow becoming high-growth global powerhouse

As Oracle, Salesforce and SAP Fight for Future, Can ServiceNow Tip the Scales?

November 2, 2020
As Bill McDermott has flipped ServiceNow from a fast-growing niche player to a high-growth global powerhouse, he’s made it very clear that he has no quarrel with the traditional enterprise-software vendors such as SAP, Oracle, and Salesforce. (On my weekly Cloud Wars Top 10 rankings, ServiceNow is #9, SAP is #5, Oracle is #6, and
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Google Cloud Growing 50% Faster than Microsoft, Amazon; Q3 Pace Tops Q2

October 30, 2020
While Microsoft (31%) and Amazon (29%) posted strong cloud-revenue growth rates for Q3, Google Cloud retained its claim to being the fastest-growing cloud vendor by boosting its revenue 44.8% in the quarter. (On my Cloud Wars Top 10 weekly rankings, Microsoft is #1, Amazon is #2, and Google is #4.) Of course, it must be
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