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

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.

03:27 — What we see with this analysis of the numbers is that Microsoft is not continuing to extend that size differential. The others are chopping into that, and particularly for Google Cloud, at this size and with its growth rate, we see that happening. So, you know, how is this possible? And I think it all comes down to this notion of, you know, the customers have a terrific set of choices here.

05:02 — But in terms of — you look right here, right now — the new business that Google Cloud is winning, they are matching or beating their competitors here, and I think we're going to see that continue with the momentum that Google Cloud has.

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