Read our Senior Analyst Paul Teich’s Forbes articles as he writes about new technologies and usage models transforming business. Paul focuses on what is important, new, different and possibly disruptive about a wide range of technologies. He has been in high-tech for over three decades, including serving as a corporate strategy director for datacenter products at a global technology vendor. Paul speaks to audiences as diverse as product engineers and institutional investors. Paul also received his MS in Technology Commercialization from the University of Texas’ McCombs School of Business and has received 12 US patents while working in marketing and strategy roles.

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…

Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Alphabet, Amazon, IBM, Microsoft and Oracle recently announced quarterly earnings covering their public IaaS cloud offerings, respectively, Google Cloud Platform (GCP), Amazon Web Services (AWS), IBM Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI). I evaluated each company’s earnings from an IaaS perspective to understand how these cloud giants are managing and growing their infrastructure.…

NVIDIA Dominates The Market For Cloud AI Accelerators More Than You Think

NVIDIA Dominates The Market For Cloud AI Accelerators More Than You Think

Many companies want to compete with NVIDIA in the cloud. They all want a chunk of the AI-based “Inference-as-a-Service” applications that NVIDIA has enabled over the past few years. Gaining significant market share against NVIDIA is going to be more difficult than most of them realize.  Xilinx seems to be in the best position to capture share of cloud instance…

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…