AWS - Interconnected

($) re:Inventing AWS: Keynote Digs and Narratives

Kevin Xu

Kevin Xu 28 Nov 2023

Topics: Alibaba• Cloud Industry• Open Source•

May 16, 2021: AliCloud, JEDI, HarmonyOS, Hillhouse Capital, Tencent Cloud

Hello Interconnected Readers: I have not written a bilingual news source summary and commentary in a while -- my apologies. Interconnected, as a newsletter and product, will be going through some changes, which we will announce later this week. I’m also going through

Kevin Xu

Kevin Xu 16 May 2021

Topics: AWS• Cloud Industry•

No New Deep-Dive Due to Sickness; AWS Archive

Dear Interconnected Subscribers, I've been really sick the last few days, so I've decided to not publish a new Thursday deep-dive post this week. I don't want to publish something sub-par while I feel sub-par. (I thought I

Kevin Xu

Kevin Xu 3 Feb 2021

Topics: Cloud Industry• Alibaba• Tencent•

China's Cloud Ceiling

Cloud computing is hot. All cloud stocks are hot. Cloud was already growing everywhere and now accelerated by COVID, with massive adoption trends like remote work, e-commerce, digital health, and who knows what else. What used to be an outlandish approach to enterprise IT

Kevin Xu

Kevin Xu 15 Oct 2020

Topics: AWS• Azure• JEDI•

AWS vs Azure: Return of the JEDI?

You may have come here because of the “clever” title, but I promise you this is a serious analysis of the ongoing saga around the U.S. Department of Defense’s (DoD) massive cloud computing contract, JEDI [https://en.wikipedia.org/wiki/Joint_Enterprise_

Kevin Xu

Kevin Xu 17 May 2020

Topics: AWS• Google Cloud Platform• Snap•

AWS and GCP Are the Real Winners in Snapchat’s Growth

Snap, the creator of Snapchat among other things, announced their Q1 2020 earnings last week. Wall Street apparently liked it, and the stock popped around 30% the next day. In my mind though, the true winner here isn’t Snap. It’s AWS and

Kevin Xu

Kevin Xu 26 Apr 2020

Topics: Cloud Industry• Azure• AWS•

Azure Cracks, AWS Strong: COVID-19 Stress Tests the Cloud

One of the most frequently discussed topics related to COVID-19’s multi-dimensional impact is the dramatic increase in “work from home” (WFH). A popular extension of that discussion is the various tools, applications, and technologies that are being used to make work from home.

Kevin Xu

Kevin Xu 2 Apr 2020

Topics: Cloud Industry• Alibaba• AWS•

Stress Test the Cloud: Alibaba Cloud, AWS, Azure, GCP

I’ve been writing a lot about the public cloud industry lately. In my previous two posts, I touched on Alibaba Cloud’s earnings vis-a-vis [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] Microsoft’s Azure and Google’s GCP to assess their relative size, and a fairly

Kevin Xu

Kevin Xu 8 Mar 2020

Topics: Cloud Industry• AWS• Azure•

Where Are The Data Centers: AWS, Alibaba Cloud, Azure, GCP

Earlier this week, I wrote about [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] whether Alibaba Cloud should be ignored in the larger cloud computing industry conversation, when its growth and earnings are comparable to that of Google Cloud Platform (GCP). A public cloud is an extraordinarily complex,

Kevin Xu

Kevin Xu 5 Mar 2020