Google, a Cloud Computing Upstart, Seeks Credibility – WSJ (Mar 8, 2017)
Google is having its big enterprise cloud event, Next, this week, and making lots of announcements of both new features and new customers. I got a briefing on the new features on Monday ahead of the announcements, and it looks like a decent set of mostly incremental improvements, many of which are about closing the gap competitively with Amazon and Microsoft and a few of which are more unique. But all the new features and customer wins Google announces won’t change a basic fact outlined well in this WSJ report: Google is way behind the two big players in this space in terms of scale. Even with rapid growth, Google is unlikely to close the gap because both AWS and Azure are growing fast too. Google claims that it’s winning a good share of the engagements it competes for, which then implies that it’s still not being considered for many engagements where Amazon and Microsoft are competing, something that’s also reinforced by a (somewhat self-serving) comment from Microsoft in this article. Its job at this point is, then, to ensure higher consideration when companies are looking for a cloud provider.
via WSJ (you might also be interested in last week’s Beyond Devices Podcast, in which we discussed AWS and its competitors in some depth)
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