We’ve all seen the AWS numbers now, and hopefully looked at them in a bit more detail than just the headlines. I’ve written about cloud economics before, so let’s revisit things a little. The AWS business is apparently a roughly $6bn-a-year revenue business. That’s all external revenue from customers, not… Read More
Last week we saw Amazon break out their AWS numbers as a separate segment for the first time, so of course, the entire tech press lost their collective minds and wrote reams about it. It’s bigger than we thought! It’s smaller than we thought! They have margin! OMG. I’ve previously… Read More
It looks like the Cloud Wars are well and truly on, with Google announcing major price drops, AWS following suit, and Microsoft joining in with drops in Azure pricing to match those of AWS. It got me to wondering about how this might end up. Google has been in the… Read More
