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Google Cloud quarterly earnings 4Q 2019 - 1Q 2020 LIFTR INSIGHTS

Google Cloud’s Enterprise Weakness Is Its Hidden Complexity

GCP’s drive for OPEX optimization and low-cost leadership is not a strategy to extract value from enterprise accounts. GCP has focused on a small handful of verticals to create enterprise solutions value. The combination is probably not enough to maintain its third-place public cloud revenue position against aggressive competitors. Google Cloud revenue was $2.61B in…

Microsoft Azure Signage

Microsoft Still Hiring For Cloud Services Amid Hiring Freeze

Microsoft has frozen hiring except for strategic services according to recent reports (paywalled link). It is important to note that during Satya Nadella’s six-year reign as Microsoft’s CEO, Microsoft has become a cloud company. While Azure is Microsoft’s public cloud service, Microsoft delivers its core revenue-driving applications as cloud services. Cloud permeates most of Microsoft’s…

Google Cloud, Optiva and Arctiq used VMware’s vSphere Web Client during their live demos to configure a resource pool of servers and storage

Google’s Private Kubernetes Cloud Still Relies On VMware For Local Storage

During Google Cloud Next ’19 (April 9-11, 2019) flurry of announcements, a technical detail with significant business impact surfaced. Google Cloud’s new Anthos hybrid and multi-cloud platform depends on VMware vSphere if an IT shop wants to containerize legacy applications that use local storage. Part of why containers and Kubernetes are so portable and easily deployable is…

Xilinx To Compete With Intel, NVIDIA Datacenter AI Acceleration

Xilinx To Compete With Intel, NVIDIA On Datacenter AI Acceleration

NVIDIA  and Intel  are dominant players in datacenter artificial intelligence (AI) acceleration. Xilinx intends to compete against them in the growing field of machine learning as a service (MLaaS). At its 2018 developer forum (XDF), Xilinx announced its new SDAccel integrated development environment (IDE), enabling a larger FPGA development and deployment ecosystem. Xilinx’s SDAccel is up against NVIDIA’s GPU Cloud…

Microsoft is taking a different approach to edge storage than AWS. Azure Data Box Edge and Stack are Microsoft’s branded enterprise servers.

Microsoft Azure Picks Dell EMC For Edge Compute And Storage

Microsoft  is taking a very different approach to edge storage than Amazon Web Services  (AWS). Azure Data Box Edge and its ruggedized Azure Stack are Microsoft’s first branded enterprise servers. However, under the unassuming faceplate, the two products use a Dell EMC server chassis. They are already enterprise-class servers, not a Microsoft first attempt at designing enterprise-class servers. Branded enterprise…