Winning the Future: Google Cloud Beats AWS, Ties Microsoft Cl.

Episode notes

In today's Cloud Wars Minute, I compare Google Cloud, Microsoft, and AWS to reveal which hyperscaler is winning the most new business. Highlights 00:15 - While all of them had terrific quarters, I'd have to rate it this way: Google Cloud was far and away the best. AWS had a terrific quarter, especially for the way it had been performing before that. Microsoft, at its phenomenal size, had a very good quarter. It's just not growing as quickly, not winning as much new types of business in that way, as the other two. 01:44 - So we had Microsoft go from $54.5 billion to $59.3 billion. So it added $4.8 billion in new revenue in Q2. For Google Cloud, $20 billion to $24.8 billion; it also added $4.8 billion. AWS, $37.6 billion to $42.2 billion. It added $4.6 billion. 02:32 - Yet Google Cloud gained as much new revenue last quarter as Microsoft did, and Google Cloud gained more new revenue than AWS did. So we find that the mix of products and services, the fit to what businesses need right now, Google Cloud is matching what Microsoft's doing, matching or exceeding what AWS is doing. So the size differential is becoming less significant now.

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