Tag: azure
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Google Cloud Revenue Estimates, 2026
With that context, the key point is that GCP is now a $42 billion IaaS/PaaS business in our 2026 estimate and is growing in the mid-40% range. That’s a big move from where it was in 2020, when GCP was a mid–single-digit-billion-dollar business by our model. Google is still well behind the two leaders in absolute dollars – AWS…
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Containers running in VMs 4ever
“IDC forecasts that nearly 85% of all containers will continue running inside VMs through 2028 because enterprises trust the virtualization layer for governance, security, and operational control.” 🔗 Why a Single Platform for VMs and Containers Is the Future of Modern IT
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Getting a slice of the Kubernete$ management pie
How big the Kubernetes market? TAM-time for managing Kubernetes: The container management market has grown more than 20% over the past year, with a market value of over $2.5 billion in 2024. The market is forecast to exceed $4.5 billion in constant currency by 2028, with a 17.6% compound annual growth rate (CAGR). Gartner, August,…
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I think this means “thing you use to run and manage container based applications on public and/or private cloud.” Magic Quadrant for Distributed Hybrid Infrastructure. // You know, “multi-cloud.” // Anyhow, congrats to this year’s winners.
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Gartner Says Worldwide IaaS Public Cloud Services Market Grew 22.5% in 2024 –
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Europe’s Sovereign Cloud Crossroads: Competitiveness vs Control – “Why has cloud sovereignty become such a pressing issue? Nearly three-quarters (72%) of cloud services are provided with AWS, Microsoft Azure and Google Cloud in Europe, and up to 90% of European data resides outside EU-controlled infrastructure – therefore creating serious geopolitical and jurisdictional challenges for the…
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Starbucks to roll out Microsoft Azure OpenAI assistant for baristas – ”Instead of flipping through manuals or accessing Starbucks’ intranet, baristas will be able to use a tablet behind the counter equipped with Green Dot Assist to get answers to a range of questions, from how to make an iced shaken espresso to troubleshooting equipment…
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[Kubernetes Cloud Repatriation Saves Millions for Data Platform Provider](https://www.infoq.com/news/2025/01/yellowbrick-cloud-repatriation/?utm_campaign=infoq_content&utm_source=infoq&utm_medium=feed&utm_term=global) – “It has reported an annual saving of $3.9 million by moving its development and testing environments away from AWS, Azure, and Google Cloud Platform. According to Neil Carson of Yellowbrick, the company had been spending about $6 million per year across the three major cloud…
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Kubernetes Cloud Repatriation Saves Millions for Data Platform Provider – “It has reported an annual saving of $3.9 million by moving its development and testing environments away from AWS, Azure, and Google Cloud Platform. According to Neil Carson of Yellowbrick, the company had been spending about $6 million per year across the three major cloud…
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OpenAI launches ChatGPT Gov for U.S. government agencies – That should get a lot of enterprise CISO’s to move in allowing AI in their orgs. // ”Since the beginning of 2024, OpenAI said that more than 90,000 employees of federal, state and local governments have generated more than 18 million prompts within ChatGPT, using the…
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Observability: the present and future, with Charity Majors – “The main trend across the industry: consolidation. Companies try to control their bills.”
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Trying Times for Tech – “Microsoft is trying to socialise the costs of its AI investments because people largely don’t care about AI and don’t want to pay for it. Microsoft really doesn’t want The Line to notice how little demand there is for AI and would prefer to force customers to pay back the…
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AWS named as a leader again in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure – AWS, VMware, Azure, Oracle, and Nutanix are in the MQ leader’s quadrant for “hybrid cloud.”
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Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds – Oracle runs its stack in the various clouds.
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Why Supercloud Architectures Could Upend Cloud Computing – Or Not | IDC Blog – ”IDC’s March 2024 Cloud Pulse Survey (n = 1,350) shows that 74% of cloud buyers have multicloud strategies. It’s no longer a big deal to use multiple clouds.”
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With Selipsky Out, What’s Next For AWS? – “AWS’s differentiation historically has been in infrastructure. Rather than compete in areas like enterprise software suites, it can double down on custom silicon GPUs as an NVIDIA alternative. AWS could bring its “go build it” cloud strategy to genAI to help customers home in on use cases…
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Redis vs. the trillion-dollar cabals – Defending yourself against the three public clouds.
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Maximizing value, controlling cost with cloud FinOps – “Among current users, 56% report that spending on public cloud was significantly over budget (by 30% or more) or somewhat over (by 10%-30%) in 2022, compared with 45% of respondents saying the same in 2021. Multiple factors cause organizations to overshoot their budgets for public cloud services…
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🗂 Link: VMware Tanzu Completes the Modern Applications Picture
help customers build modern applications, run Kubernetes consistently across environments and manage it all from a single point of control. Source: VMware Tanzu Completes the Modern Applications Picture
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Link: Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says
“We estimate that FY 4Q 19 was the first time MSFT generated as much revenue from running software in its own data centers, including cloud offerings like Azure and Office 365, as well as LinkedIn, Bing, GitHub and Xbox-Live, as it did from software licenses and upgrades, hardware and professional services,” according to the note…
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