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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

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 Microsoft’s Azure and Google’s GCP to assess their relative size, and a fairly comprehensive overview of the

Topics: Cloud Industry• AWS• Azure•

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

Earlier this week, I wrote about 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, deeply technical, and capital

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