Latest / Cloud Wars Live with Bob Evans
Oracle, Google Cloud, Roar Past Microsoft, AWS in RPO/Backlog Growth
In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growth
Highlights
00:13 — There’s no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure. Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclusion here is that Oracle and Google Cloud are roaring past Microsoft and AWS in RPO and backlog growth. Let me show you what I mean.
01:14 — Oracle, Google Cloud, Microsoft, AWS. I’ve got two sets of…
The skinny
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