Tag: cloud
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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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You Can Feel It Coming – Software Defined Talk
This week, we discuss personal AI hype cycles, bottoms-up adoption, and “The Modern Stack” simplifying cloud. Plus, thoughts on new cars and the dogs that ride in them. See the traditional podcast listing for links and more.
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AI Is Normal Now – The Enterprise Is Not
Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…
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Large enterprises continue to run a hybrid model for the foreseeable future. After more than 15 years of cloud migration, just over 54% of production workloads have been moved to the public cloud.” IDC, November 2025 survey 🔗 Enterprises Continue to Leverage Both Private and Public Cloud as Data Grows
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Related to your interests, Saturday
Your Life is the Sum Total of 2,000 Mondays – “If your life is going to be 80% Mondays and their equivalents, the design specifications for Monday matter more than the design specifications for your vacation.” The State Of GenAI And Consumers For 2026 – As agentic AI ascends, companies are grappling with control –…
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Relevant to your interests, Wednesday
How the 1944 CIA Sabotage Manual Accidentally Became Your Software Acquisition Playbook – as always, have less meeting. Stellan Skarsgård: ‘Don’t try to be perfect. Tell your children: I’m sorry, I’m a piece of crap, but I love you’ – “I believe that art is important because it allows you to see the world through…
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This week’s Software Defined Talk: This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved. I recommend the traditional podcast format.
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More of AWS’s all-in EU public cloud, write-up from Nick Patience: the ESC represents a total technical decoupling intended to satisfy the most cautious European customers and their regulators. By locating all data – including metadata, billing and identity management – entirely within the EU and staffed exclusively with EU residents (and eventually citizens), AWS…
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The curse of enterprise maturity
Enterprises have a habit of “professionalizing” consumer tech by adding control – security, compliance, cost management, approved architectures. All reasonable. And often exactly what kills the thing. Heroku and early cloud worked because they removed friction: no tickets, no permission, no approved stack. Developers could move fast, make local tradeoffs, and live with the consequences.…
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“The question that actually determines success is simpler—and almost never asked: Are we ready to operate a private cloud as a product for the next 3–5 years?” 🔗 Before You Build a Private Cloud, Ask This One Question
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As we continue to accelerate the pace of digital innovation across our global operations in an uncertain world, maintaining control over data locality and security is paramount,” said Daniele Tonella, Chief Technology Officer, ING. “VMware Cloud Foundation 9 will provide us with the unified, enterprise-grade private cloud platform necessary to achieve multi-region consistency, enhance workload…
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The Great Rewrite, IBM style: a “reordering”
[Big Data, cloud and social/mobile] are truly going to change the profile of this company. And, if you think about it, actually they’re going to change the profile of this industry. As I like to think of it, the industry is reordering. If you take cloud, data and engagement, those are shifts that taken in…
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\”M.C. Escher’s cloud\”
Always love some funny writing, eh? Since Google’s (virtualized) cloud is itself built on top of Linux containerization, this means developers will enter into the paradoxical situation of running a container-based OS on a hypervisor on top of a container. “M.C. Escher’s cloud”
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\”M.C. Escher’s cloud\”
Always love some funny writing, eh? > Since Google’s (virtualized) cloud is itself built on top of Linux containerization, this means developers will enter into the paradoxical situation of running a container-based OS on a hypervisor on top of a container. [“M.C. Escher’s cloud”](http://go.theregister.com/feed/www.theregister.co.uk/2014/05/23/google_loads_coreos_onto_its_cloud/)
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The great OpenStack conundrum: with 15,000 members, why is adoption lagging?
This is the common OpenStack meme for coverage. Each Summit there’s more and more users – “customers” – but it will take a while before OpenStack is suddenly us an “overnight success.” Looking at it from a different perspective, OpenStack is one of the biggest, new model for open source development: they’re iterating on the…
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Red Hat revenues, old vs. new and early cloud momemtum
Brandon Butler sums up the “old” (Linux) vs “new” (middleware and cloud) revenue stream for Red Hat The company gets about 80% of its $1.3 billion in revenues from a category that’s headlined by RHEL, and those subscriptions aren’t likely going away any time soon, says Joel Fishbein, who tracks Red Hat’s stock closely as…
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Infor ERP moving products to AWS – Press Pass
A few weeks ago, I talked with Chris Kanaracus for his story on Infor moving parts of their application portfolio to Amazon Web Services. Chris said this looked like a pretty strong endorsement for using AWS, and asked for my thoughts, which were: Yes, this a nice vote a confidence for AWS. However, I think…
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We are also seeing big growth in the private cloud space. But in terms of building a public cloud to compete with partners we are not doing that at all. Michael Dell in an interview with CRN. See also the longer piece on CRN going over Dell’s cloud strategy.
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Google Chromebooks at work in the fragmented PC era (451 Report)
We teamed up with Spiceworks recently to write a report checking in on Google Chromebooks, mostly around their market-share and usage. It was a nice experiment to see how our two pool of data and analysis could be meshed together to investigate how IT is operating in the wild. Spiceworks looked at 71,159 companies worldwide…
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