Cloud Computing
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Follow the CAPEX: Cloud Table Stakes 2020 Retrospective
It is time for our annual bulletin to CAPEX obsessives (previous updates from 2016, 2017, 2018, 2019 as well as earlier installments). The hashtag for CAPEX 2020 is “#bonkers”. The three hypercloud companies – Amazon, Google, and Microsoft – collectively spent almost $97 billion on CAPEX in 2020, up 32% from 2019’s $73.5 billion. Amazon…
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IBM’s “Cloud” Business (or Lack Thereof)
TL;DR: IBM’s “cloud” should always have quotation marks around it. Once again, I have been triggered by IBM claims to be a leader in cloud computing. IBM says it is jettisoning its single biggest business – Managed Infrastructure Services – to “accelerate its hybrid cloud growth strategy”. Managed Infrastructure Services are the core of the…
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Can Brian Hall Fix What Ails Google Cloud?
Google Cloud sits a distant third in the cloud wars (ignoring the Chinese cloud companies, which are pretty much irrelevant to Western markets as they face a Huawei-or-the-highway reckoning). With a cloud infrastructure business generally estimated to be between a quarter or a third the size of Microsoft Azure, which in turn is about half…