On: Alphabet earnings show Google Cloud on $10B run ra...

[mohamedattahri]

Article is missing the point. Growth is not the hardest problem in a fast-growing market. The real question is whether they're growing faster than their competitors, and that's unlikely.

[9nGQluzmnq3M → mohamedattahri]

Per this quarter's results, AWS grew at 37% while GCP notched up 54%. Microsoft claims 62%, but as discussed elsewhere in the comments that seems dubious (unless you also believe that Azure is already larger than AWS). MS "Intelligent Cloud" grew at 27%.

https://www.parkmycloud.com/blog/aws-vs-azure-vs-google-clou...

[redwood → mohamedattahri]

Do you mean in terms of revenue dollars growth, revenue percent growth? Total number of customers growth? Growth amongst solo devs? Growth amongst fortune 500? There are many ways to look at this

[koheripbal → redwood]

% growth of revenues among the top cloud providers is the normal comparison.

[redwood → koheripbal]

It would be shocking if Google were in last place by that metric! After all their baseline is so much lower.

Are they really?

[Crash0v3rid3 → mohamedattahri]

If they're all growing why does it matter?

Clearly Cloud market in general is growing and all 3 companies want a piece of the pie.

If they can all make a sizable business from the growth it doesn't matter who is growing the fastest or who is the largest.