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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

Cloud Wars Top 5 cloud vendors includes Microsoft

Top 5 Cloud Vendors for Q4: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 Google Cloud, #5 SAP

October 1, 2020

As we head into the home stretch of a year in which extraordinary personal disruption has led to digital-business hyperevolution, the 5 most-influential enterprise-cloud vendors will be the primary drivers of still more rapidly accelerating innovation. So as we make the turn into Q4, here are a few thoughts on the 5 world-shaping tech vendors

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

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

Medical Moonshot: How Novartis and Microsoft Are Using AI to Reimagine Medicine

September 17, 2020

While pharmaceutical companies have traditionally had to devote $2.5 billion and 12 years of to bring a single therapy to market, the stark reality is that only 1 out of 10,000 compounds makes it through clinical trials and into the hands of patients. Determined to take these challenges head on, Novartis and Microsoft have created

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

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

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,

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

Table showing Microsoft Azure growth rate for the last three fourth quarters

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

August 12, 2020

The growth rate for Microsoft Azure has tumbled from 89% nine quarters ago to 50% last quarter. Should this be a cause for concern for the world’s largest and most-influential enterprise-cloud vendor and its CEO? Or is it just a natural offshoot of the law of big numbers, in which it is wickedly difficult

Category: Microsoft