Sorry Oracle, you’re out. Now officially the sole contenders in the bid for the Department of Defense’s $10B cloud computing contract are Microsoft and Amazon. For a variety of reasons, it makes no sense that the government would hand over a ten-year, $10B cloud services contract to Amazon. Time will tell on this front, but my money is on Microsoft.
NetApp shares tumble on an analyst’s downgrade, but so what. Let’s remove drama from the analysis and look at the big picture. To me, the big picture for NetApp looks good—here’s why.
Equinix and IBM up the interconnectedness of their cloud alliance in a way that creates a clear competitive advantage for both companies in a variety of ways.
The highlight of HPE Discover 2019 is Antonio Neri’s promise that “HPE is going all in with everything-as-a-service.” Overall, I think the move is a bold one and that Antonio is making a strong play. and a commitment I believe that Antonio is making a strong play. With announcements in Storage, Intelligent Edge, and Hybrid Cloud (not all encompassing) all promising to “Greenlake” (short for as-a-service) their solutions, we can be certain that the company is committed to making the leap forward to being service led; and I am confident that this move will pay off, eventually.
Demand continues to grow for Microsoft Dynamics 365 and Power Platform, and with good reason. Simplifying business applications, allowing customers to do more with their data (and more easily use that data), and AI, are key areas of focus. Additionally, Microsoft’s clear advantage is Azure. I expect Microsoft Business Applications + Azure Cloud to continue to serve as the foundation for companies looking to expedite their ambitions of transformation with data and AI.
Microsoft and Sony teaming up on cloud gaming will allow them to fend off new players like Google Stadia by leveraging Azure and Sony’s imaging. A smart move by both companies, here’s why.
Exabeam, a fast-growing startup in the SIEM (Security Information and Event Management) space is no real threat to Splunk, IBM. Here’s why.
The Microsoft Oracle partnership will provide provide improved cloud interoperability services and better user experience for customers.
Salesforce acquires Tableau in what is another aggressive and smart acquisition by Salesforce’s Benioff. The battle for cloud dominance is a serious one, and the reality is that the AI-powered, data and analytics, data visualization enterprise is here. The market for data, information, and analytics reflects that, with the market expected to hit $2 trillion by 2020. This move by Salesforce and others in the cloud space aren’t surprising. Enterprises understand that data and analytics are everything, and the more you know, the better you can perform. And cloud vendors want those customers.
SAP earnings report is in. The company’s focus on innovation, major acquisitions, and Cloud are moving things in the right direction.