Highlights

00:12 — Now on the Cloud Wars Top 10 growth chart, this is one of the great representations of this greatest growth market the world has ever known, and for about the sixth or seventh straight quarter, Google Cloud emerges as the world’s hottest major cloud vendor, 32% growth, but Oracle and Microsoft were also rocking recently, and it overall shows a picture of enormous growth here.

00:37 — Of the Cloud Wars Top 10 companies, only one, that was SAP, reported declining growth rate from Q1 to Q2, all the others went up. So let’s take a look at those. As I said, Google Cloud up 32% to 13.6 billion, Snowflake, the smallest company on the Cloud Wars Top 10, also up 32% to 1.1 billion. Oracle was up 28% to 7.2 billion.

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01:03 — Those are nice numbers. But the big thing for Oracle is it has had just an absolutely explosive RPO. Oracle’s RPO is $455 billion. Microsoft, another remarkable quarter growth rate of 27% of $46.7 billion. Now it’s interesting that the quarter before that, Microsoft’s growth rate was 20% so it went from 20 to 27. Google Cloud over the last two quarters, went from 28% to 32%.

02:09 — Then if we look at AWS, 17.5% to 30.9 billion, excellent numbers, and in any, just about any other industry that would be seen as by far the best. But look at this growth rate, 17.5% for AWS, 27% for Microsoft, one of its major competitors, 32% growth rate, almost twice as high as AWS for Google Cloud. Yes, AWS is big, but it doesn’t account for almost like a 2X difference there.

03:47 — I think what we see with Google Cloud now that it’s established themselves as a very high flyer here, but I think we’re going to see Oracle to keep moving up. Microsoft, at the size of its revenue base, to grow 27% is extraordinary.

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