The past week was a big one for cloud providers, with market titans Google and Microsoft revealing new cloud visions during their annual conferences.
In this week's Breaking Analysis, theCUBE industry analyst Dave Vellante unpacks “the immense amount of content presented by the chief executives of Microsoft and Google Cloud” and evaluates their statements in light of survey data from Enterprise Technology Research.
Keynote highlights
“Doing more with less” was the key theme for Satya Nadella’s keynote address, as the Microsoft CEO outlined Azure’s strengths as a platform to support digital business.
Alongside announcements of collaborations, new features and products, Vellante spots a handful of dubious claims in Nadella’s speech, enlisting the help of industry expert Sarbjeet Johal for a comprehensive breakdown.
“We agree Microsoft is trusted and ubiquitous cloud – but don’t quite agree that is “the” one and only,” Vellante said about one keynote slide claiming that “Azure is the trusted ubiquitous computing platform for all organizations and workloads.”
Ultimately Vellante challenges Microsoft to better back up such statements and ultimately questioning “what else in his excellent keynote was real and what was hyperbole.”
Vellante then turns to Google Cloud Next and CEO Thomas Kurian’s keynote. The discussion of a “shared fate” security model (as opposed to Amazon Web Services Inc.’s shared responsibility model) where Google takes an active stake in its customers’ security posture “appears to be a clear shot across AWS’ bow,” Vellante states.
Shifting cloud priorities
Using ETR survey data, Vellante moves on to analyze the positions of Microsoft and Google within the four major cloud markets of infrastructure-as-a-service, business intelligence/analytics, database/data platforms, and collaboration software before wrapping his analysis with an overview of the cloud computing market.
Referring to the megatrend of building value on top of hyperscaler platforms, covered on theCUBE and SiliconANGLE as the rise of supercloud, Vellante states: “There’s little question in our minds that the next decade of cloud won’t be like the last and that building value on top of hyperscale infrastructure is fundamental to digital transformations.”
