We hear from Honeywell CEO Que Dellara on Microsoft partnership

AI Triggers New Industrial Revolution for Microsoft and Honeywell

October 23, 2020
Just two days after launching its Space Cloud, Microsoft has joined forces with Honeywell to deploy new cloud and AI innovations to modernize the aging but essential industrial landscape here on planet Earth. (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1.) The partnership underscores two powerful trends playing major roles in transforming
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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
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Oracle, IBM, and Microsoft battle in the hybrid cloud market

Can Oracle Snatch Trillion-Dollar Hybrid Market from Microsoft and IBM?

September 30, 2020
It’s both ironic and perfectly fitting that three so-called “legacy” vendors are battling for leadership in the oh-so-modern and very massive hybrid-cloud market.  (On my Cloud Wars Top 10 rankings, Microsoft is #1, Oracle is #6, and IBM is #7.) It’s fitting because, after all, to really do hybrid right, you need enormous expertise in
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Microsoft will offer AI-powered industry-specific solutions

Look Out, Google and SAP: Microsoft Jumping into Red-Hot Industry Solutions

September 24, 2020
As the cloud becomes the unquestioned platform for digital business, Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions. The move by Microsoft is of particular significance because on my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google Cloud is #4, and SAP is #5. The
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Cover image for Cloud Wars Live: Crazy: Oracle Woos TikTok, Harvard’s Big Gap

Crazy: Oracle Woos TikTok, Harvard’s Big Gap | Ammirati on Innovation

September 1, 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 16 The Big Themes: Six months ago, would anyone
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Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
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Microsoft and retailers are improving customer experiences

How Microsoft Helps Top Retailers Deliver World-Class Experiences—and Software

August 19, 2020
In a world that’s changing in profound ways more rapidly than ever before, the retail business has faced an existential challenge from COVID-19, increasingly demanding consumers, ferocious competition from the online world and rising concerns over privacy and security. And while technology is certainly playing a critical role in helping top retailers address those challenges,
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Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
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