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…

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Liftr Look Ahead: Liftr Cloud Regions Map Updates – Processor Brands

Liftr Look Ahead: Liftr Cloud Regions Map Updates – Processor Brands The Liftr Cloud Regions Map is a visual tool provided by Liftr Insights that allows investors to see up-to-date cloud components supplier availability (processor and accelerator brands) and other key infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings in every region of each tracked cloud service provider (CSP). Liftr Insights currently tracks four CSPs in our Liftr Cloud Regions Map – AWS,…

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Liftr Look Ahead: Liftr Cloud Regions Map Updates – Accelerator Brands

Liftr Look Ahead: Liftr Cloud Regions Map Updates – Accelerator Brands The Liftr Cloud Regions Map is a visual tool provided by Liftr Insights allowing investors to see up-to-date cloud components supplier availability (processor and accelerator brands) and other key infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings in every region of each tracked cloud service provider (CSP) – AWS, Azure, GCP and…

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Liftr Look Ahead: Cloud Provider Pricing – The Complexity of Public Cloud IaaS Compute Pricing

Liftr Look Ahead: Cloud Provider Pricing – The Complexity of Public Cloud IaaS Compute Pricing Public Cloud IaaS Compute Pricing is Complex Public cloud IaaS compute pricing is not simple. Let’s look at pricing for compute resources such as – processors and accelerators, not including storage or networking.   Renting Instance Type Sizes Remember, an…

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…