Bernard Golden

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The short days of December and the promise of the new year inevitably present a time for reflection and future expectations. I’ve long done an annual piece on cloud predictions and am happy to share the lessons I’ve drawn from 2022 and what I expect to see in 2023. Here are the things I think […]

AMG (Amazon, Microsoft, and Google, the leading cloud providers) reported their quarterly results last week, with many decrying the results and predicting that cloud computing has downshifted permanently to a lower growth rate. AWS revenues, for example, came in at $20.5B, lower than analyst estimates of $21.1B. As can be seen from the below chart, […]

Recently, the Big Three of cloud computing – Amazon, Microsoft, and Google, also known as AMG – announced their quarterly results. Their quarter could be summarized using the beginning words of Dickens’ A Tale of Two Cities: “It was the best of times, it was the worst of times.” Each of the providers showed strong […]

Recently, the three major US cloud providers, Amazon, Microsoft, and Google (which I refer to as AMG), announced their revenue numbers. As per usual, they were impressive. The table below shows how each of them did: As of last quarter, the three are running at nearly a $37 billion quarterly rate. Just as impressive is […]

To paraphrase Charles Dickens, “it was the best of ideas, it was the worst of ideas.” What am I referring to? DevOps and how it’s come to be interpreted. The best idea of DevOps is infrastructure as code, known as IaC. Instead of manually building application environments, a lengthy and error-prone process, IaC defines the […]

AMG (Amazon, Microsoft, Google) announced their quarterly financial results over the past couple of weeks. The companies’ cloud financials were, in a word, spectacular. Looking at AWS, which is a bellwether for the sector, it turned in $17.8 billion in revenue for the quarter, and its growth rate inched up to 40%, which is 1% […]

Every December, I spend time thinking about where the software ecosystem will go over the year ahead. For the past decade, that’s meant focusing on cloud computing, as it’s long been the dominant software trend.  The past year, however, (and 2020 as well) has been rather different—driven, of course, by COVID-19. The pandemic and its […]

All three of the leading cloud computing providers are now large – and rapidly growing – businesses. It’s hard to know exactly how large Azure is, since Microsoft lumps it into a cloud services category that includes Office 365, but I arbitrarily assigned half of the category’s Q3 revenue to it; it might be larger […]

“Only when the tide goes out do you discover who’s been swimming naked.” — Warren Buffett The most important change in computing over the past 15 years has been the rise of cloud computing. The large hyperscale providers – I call them AMG, for Amazon, Microsoft, and Google – have been on an explosive growth […]