Cloud Computing: AWS, Azure, and the state of play right now

Grazed from CloudTech. Author: James Bourne.

A few headlines in the tech and business press over recent months have attempted to shed light on Microsoft Azure, Amazon Web Services (AWS), and the public cloud. As reported by The Street last week, Brent Bracelin, senior research analyst at Pacific Crest, wrote: “We estimate that in the second half of this year, Microsoft’s Commercial Cloud segment could surpass Amazon Web Services in absolute revenue, becoming the largest public cloud platform for the first time in 10 years and firmly marking its transition from cloud laggard to cloud leader.”

Later that week, as reported by Business Insider, Deutsche Bank sounded a cautious note towards AWS, moving its price target down from $1,150 to $1,135. While noting the bank remains generally bullish towards AWS, criticism came from a ‘first-ever downtick from partners around the pace of large European enterprise cloud migrations.’...

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