Latest / Cloud Wars Live with Bob Evans
Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog + RPO
In today's Cloud Wars Minute, I analyze the extraordinary RPO growth at Microsoft, Oracle, Google Cloud, and AWS and what it signals about AI demand.
Highlights
00:03 — We've got another example here where, in the greatest growth market the world has ever known, we are working with some big numbers that put the law of big numbers to the test here. So, if you look at the four hyperscalers, and I go in order of the size of their backlog or RPO, you've got Microsoft, Oracle, Google Cloud, and AWS.
00:29 — So this is fully committed business. It's fully contracted and not yet recognized as…
The skinny
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