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Google Cloud Blowout Q1 Proves Why It's #1, AWS #7

In today’s Cloud Wars Minute, I analyze the shifting balance of power between Google Cloud and AWS.

Highlights

00:03 — Last week, we had three of the four hyperscalers report their Q1 numbers. It’s been fascinating to look at those. While everybody did very, very well, Google Cloud just had an utterly exceptional, spectacular Q1, and I think the evidence of what we see in these comparative numbers shows why Google Cloud has risen to number one.

00:51 — If we compare side by side, Google Cloud and AWS in Q1 on the growth rate, their revenue, their backlog growth, and the backlog numbers — the…

The skinny

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