People will take their shots at Gartner’s patented MQs, Hype Cycles and the like for numerous reasons, but in this case I would say the analyst firm pretty much nailed it. It’s easy enough to put AWS and Microsoft in a league of their own, but the description of Google as often a secondary choice seems accurate based on what I’ve heard. Google also seems to have a leg up on the competition at least in data workloads, and perhaps in cloud-native ones, but the big challenge there is winning enough of them now to actually execute a long game.
If AWS and Microsoft take everything today, Google will have a hard time wooing customers when they’re ready to jump head-first into AI and cloud-native architectures in the future. And, as should be clear if you listen to this week’s podcast interviews
with Dan Kohn (CNCF) and Gabe Monroy (Microsoft), Microsoft is very serious about becoming a major player in the cloud-native space. It’s also very serious about open source, which is another area that Google views as a strategic advantage.
If you haven’t read it yet, I addressed a lot of this back in March, in a post titled “4 reasons why AWS can’t take its cloud dominance for granted.”
There have been some conferences and announcements since then, and lots of activity in the AI space, but I think the arguments more or less hold up. If you’re feeling all cloudy after seeing the Magic Quadrant, you can check it out.
P.S. I’m going to switch to a Monday-Thursday schedule for the newsletter, occasionally putting out a Friday edition in the case of breaking (and important) news. Otherwise, I’m going to use it for catching up on email and various administrative tasks.