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Topics: AWS• Google Cloud Platform• Snap•

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

【想看中文的读者请点击这里】 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

Topics: Cloud Industry• Alibaba• AWS•

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

【想看中文的读者请点击这里】 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

Topics: Cloud Industry• AWS• Azure•

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

【想看中文的读者请点击这里】 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

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