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Microsoft Is Winning the ‘Cloud War’ Against Amazon (forbes.com/sites/sergeiklebnikov)
30 points by Corrado on Jan 8, 2020 | hide | past | favorite | 19 comments

Does it occur to anyone to mention that it might be OK for there to be multiple 'cloud' platforms out there? That it might even be a good thing? That there does not need to be one winner (despite the fondest wet-dreams of MS/AMZN/GOOG execs)?

It would be a bad thing to have only one clear winner - you now have to deal with antitrust laws.

It’s in ones best interest to look like they have a close competitor, but in reality so distant it won’t catch up.

Our system will force them to accumulate until there is 2 or maybe 3 big players (probably MS/AMZN/GOOG but maybe one will be Alibaba) and the other competitors will more or less slowly be assimilated.

It happens to many business branches and the last barrier is the law prohibiting cartels and monopolies but it does not work globally.

Around cocoa some days ago a cartel formed and there is other examples where we only have one real provider left.

One big pro for the way our capitalist markets work always was that the competition will drive innovation. In the end of course this cannot work anymore and we can see many businesses where consumers just have to take the products that one big player offers.

Look at Intel processors which are built into nearly every device nowadays. Of course in the recent history AMD started to face them again but it will be a long time until they even come near the market share to really compete.

Yes there is other CPUs as well but who even speaks about them or considers (knowingly) buying a device with something different than an Intel CPU?

All this is based on a survey. It would be very interesting to know the number of people that participated in that survey and the tech they’re working on.

I'd also like to hear what part of "Azure" they're using. Microsoft was smart to leverage (force) O365 customers into being Azure customers using AzureAD. What I'd like to know is how many have actually graduated beyond that and are hosting real infrastructure.

As a central European I would also like to know who hosts anything on Azure. They are building new data centers here I believe, but the connection speed their services are providing is laughable. It may work for a retro-site from the 90s to simulate a 56k modem.

If you restrict your employees to browser based office, you would loose a vast amount of productivity.

Their success is probably based on Office alone. AWS does supply extremely fast services and we use it for hosting. But business owners often prefer to use services from a single provider, so MS does indeed have an advantage.

Yes, the numbers don't seem to match other reports I've seen on cloud market share. Maybe they surveyed people with MSDN subscriptions or companies that already have services in Azure. Additionally, my understanding is that Microsoft reports other "cloud-related" services (Office365, etc.) as part of Azure. If that's true then they are nowhere near AWS levels.

This report also states that Google may be looking to purchase their way to the top of the cloud offering pile. I'm not sure who they would get that would make that much difference; Rackspace?

Could they buy Salesforce ?

Alright then, let's do a quick thought experiment:

We've seen AWS go down. The result: multiple major websites go offline or are broken to an unusable degree. Many people simply can't get work done. Everybody notices. Major news outlets put out stories.

Let's say Azure goes down. Lots of MS products would probably go dark, but aside from that? Not much. So yeah, I don't buy it.

An interesting amount of "MS is winning over AWS" articles these days. Not buying any of it.

According to revenue estimates at the end of the article, AWS market share is more than twice that of Azure, so "winning" is a big word...

Also note that Azure revenue reports usually includes consulting work so the difference in market is even much larger than that.

Also note numbers are Azure + O365

Also note revenue includes `internal spending` :D

Some more anecdata - but in the 'enterprisey' world whenever someone is talking about moving some existing stuff into the cloud, they are always moving to Azure.

Microsoft knows how to sell to those sort of customers, so it's entirely plausible that they have extended that reputation and sales approach to Azure.

Especially with an article of buzzfeednews trending about fake news for hire.


Companies starting from scratch may prefer amazon primarily, enterprise customers who are finally getting in the bandwagon are probably preferring azure because of things like O365 and azure AD with SSO, in-tune etc. They also tend to integrate with third parties better, at least initially (Box for example, if you take into consideration legacy documents).

The real question is how well those services are performing as gateway drugs. Anyone who's an O365 customer is an Azure customer because of Azure AD. It was smart of them to leverage it but this rings hollow. There are plenty of enterprises and medium sized businesses out there with O365/Azure AD and use AWS and/or Google for essentially everything else, particularly the customer-facing applications.

The corp IT departments probably have a lot more inherent trust for Microsoft so I can see a lot of internal workloads moving into Azure regardless. I know they're working hard to leverage their existing deals with these departments or enlisting clueless executives to nab that juicy cloud scale application the company is actually making money on though.

There are a flock of pump and dump investors pushing articles like this ...I wouldn't be surprised if Amazon stock actually gets a hit ...oh well you know what to do then

There is no substance to this.

Don't get me wrong, I think Microsoft is making all of the right moves. But AWS is releasing new services at breakneck pace.

MSFT has made a strategic investment in Databricks. This feels like where they can carve out more advantage.

MSFT acquired github... haven't seen much change here though. What if AWS acquires GitLab?

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