Latest / Cloud Wars Live with Bob Evans
Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B, #2 Microsoft $368B
In today's Cloud Wars Minute, I unpack how Oracle’s $455B RPO surge signals a massive shift in cloud leadership.
Highlights
00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the top spot there at $455 billion. Microsoft is number two in the RPO race, $368 billion.
01:17 — So here, I've got the four hyperscalers with RPO and the RPO growth rate, then quarterly revenue and…
The skinny
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