Thursday, August 26, 2021

g-f(2)449 THE BIG PICTURE OF THE DIGITAL AGE (8/26/2021), WSJ, Microsoft Hires Former Top Amazon Cloud Executive, Adding to Rivalry


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"g-f" fishing of golden knowledge (GK) of the fabulous treasure of the digital age, Cloud-computing industry (8/26/2021)  g-f(2)426

Lesson learned, Amazon and Microsoft are bitter rivals in cloud computing, WSJ 
  • Since Amazon set up AWS in 2006, the business has risen to a dominant position in the booming cloud-computing sector. 
  • Amazon held a 40.8% share of sales in the cloud market in 2020, according to Gartner Inc. Microsoft, the runner up, had a 19.7% share last year.
  • Microsoft has been attempting to catch up to Amazon through closer partnerships with other business software companies as well as acquisitions, such as its $16 billion deal earlier this year to buy voice recognition specialist Nuance Communications Inc.
        Opportunity, Strong cloud revenue growth, WSJ 
        • Amazon and Microsoft have been big beneficiaries of the pandemic-fueled wave of cloud-service adoptions across businesses. Microsoft last month posted record sales, driven by strong cloud revenue growth. Amazon, where the cloud-computing business generates the bulk of its operating profit, reported a 37% jump in AWS sales compared with a year earlier. 
        Alert, The two compares have fought fiercely over contracts, WSJ 
        • When Microsoft won a Pentagon deal in 2019 to provide cloud-services to the U.S. military valued at up to $10 billion over 10 years, Amazon, the losing bidder, challenged the contract award. The Pentagon this year scrapped the program, known as JEDI, and said it would award multiple cloud contracts with the bidding open to qualified bidders, such as Microsoft and Amazon. 
        Alert, A rare jump of a senior executive, WSJ 
        • Microsoft Corp. hired a top Amazon.com Inc. cloud veteran and ally of Chief Executive Andy Jassy, according to a company document, in a rare jump of a senior executive between the cloud-computing industry’s leading rivals.
        • Charlie Bell was previously a senior vice president at Amazon and top lieutenant to CEO Andy Jassy. Charlie is now listed by Microsoft as a corporate vice president.


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        Lesson learned, Amazon and Microsoft are bitter rivals in cloud computing, WSJ 
        • Since Amazon set up AWS in 2006, the business has risen to a dominant position in the booming cloud-computing sector. 
        • Amazon held a 40.8% share of sales in the cloud market in 2020, according to Gartner Inc. Microsoft, the runner up, had a 19.7% share last year.
        • Microsoft has been attempting to catch up to Amazon through closer partnerships with other business software companies as well as acquisitions, such as its $16 billion deal earlier this year to buy voice recognition specialist Nuance Communications Inc.
              Opportunity, Strong cloud revenue growth, WSJ 
              • Amazon and Microsoft have been big beneficiaries of the pandemic-fueled wave of cloud-service adoptions across businesses. Microsoft last month posted record sales, driven by strong cloud revenue growth. Amazon, where the cloud-computing business generates the bulk of its operating profit, reported a 37% jump in AWS sales compared with a year earlier. 
              Alert, The two compares have fought fiercely over contracts, WSJ 
              • When Microsoft won a Pentagon deal in 2019 to provide cloud-services to the U.S. military valued at up to $10 billion over 10 years, Amazon, the losing bidder, challenged the contract award. The Pentagon this year scrapped the program, known as JEDI, and said it would award multiple cloud contracts with the bidding open to qualified bidders, such as Microsoft and Amazon. 
              Alert, A rare jump of a senior executive, WSJ 
              • Microsoft Corp. hired a top Amazon.com Inc. cloud veteran and ally of Chief Executive Andy Jassy, according to a company document, in a rare jump of a senior executive between the cloud-computing industry’s leading rivals.
              • Charlie Bell was previously a senior vice president at Amazon and top lieutenant to CEO Andy Jassy. Charlie is now listed by Microsoft as a corporate vice president.


                  Some relevant characteristics of this "genioux fact"

                  • Category 2: The Big Picture of the Digital Age
                  • [genioux fact deduced or extracted from WSJ]
                  • This is a “genioux fact fast solution.”
                  • Tag Opportunities those travelling at high speed on GKPath
                  • Type of essential knowledge of this “genioux fact”: Essential Analyzed Knowledge (EAK).
                  • Type of validity of the "genioux fact". 

                    • Inherited from sources + Supported by the knowledge of one or more experts.


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                  ABOUT THE AUTHORS


                  Aaron Tilley


                  Aaron Tilley (@aatilley) reports on enterprise technology and cloud computing out of San Francisco. He previously reported on Apple and the semiconductor industry for The Information and Forbes. He grew up in the Pacific Northwest and graduated from the University of Washington.


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