Tag: Google Cloud Platform

Bold Broadcom Pursues VMware

Bold Broadcom Pursues VMware

Last year Broadcom pursued an acquisition of SAS Institute (private) before SAS Co-founder and CEO Jim Goodnight withdrew. Now, the WSJ reports that Broadcom (AVGO) is working to acquire private cloud and infrastructure software provider VMware (VMW). While the SAS pursuit was bold and creative, the prospective VMW acquisition is bold, risky and lacks creativity. … Continue reading Bold Broadcom Pursues VMware

AWS, Azure & Google Cloud Alternatives

AWS, Azure & Google Cloud Alternatives

Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Google Will Run This Media Playbook Again

Google Will Run This Media Playbook Again

The combination of Google Cloud Platform ("GCP"), YouTube, Google Ads and Search is a powerful bundle for other cloud platform services (AWS and Azure) to compete with in the Media space - particularly as it relates to streaming services. Yesterday Google signed a deal with Univision as the latter transitions to an AVOD (Ad-supported Video … Continue reading Google Will Run This Media Playbook Again

AWS, Azure & GCP Have Democratized AI

AWS, Azure & GCP Have Democratized AI

Core AI services (machine learning, deep learning, NLP and more) provided by the three cloud infrastructure giants (AWS, Azure, GCP), enable technology companies of all sizes and companies in general to build powerful AI-powered applications and services that previously were the exclusive domain of large Enterprise Technology companies. That paradigm has changed forever. Today, companies … Continue reading AWS, Azure & GCP Have Democratized AI

AWS, Azure & GCP Will Benefit from Their Respective Cloud Gaming Services

AWS, Azure & GCP Will Benefit from Their Respective Cloud Gaming Services

AWS, Azure and GCP - the respective cloud platforms for technology giants Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOG) - will benefit from each company's cloud gaming service. Similar to exercising one's body, cloud platforms benefit from use. Cloud gaming is a recent use case that should further strengthen the leading cloud platforms: AWS, Azure … Continue reading AWS, Azure & GCP Will Benefit from Their Respective Cloud Gaming Services

Time to Spin-Off AWS, Azure and GCP

Time to Spin-Off AWS, Azure and GCP

Given Snowflake's rich valuation, it may be time for Alphabet, Amazon and Microsoft to spin-off GCP, AWS and Azure. Snowflake priced its IPO yesterday and the stock closed up 112% to $253.93 for a valuation of approximately $70 billion. Assuming calendar year 2020 revenue of $500 million implies a MV/Revenue multiple of 140x. The combination … Continue reading Time to Spin-Off AWS, Azure and GCP

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Two head-scratching Technology deals. Oracle's TikTok deal appears to be smoke and mirrors while GM's due diligence on its Nikola deal appears to be surface-level at best. Both wreak of desperation. Oracle's TikTok deal is high on sizzle, low on substance. Assuming the Oracle/TikTok deal receives U.S. government approval and ultimately closes (we are not … Continue reading Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Technology, Healthcare and Structural Unemployment

Technology, Healthcare and Structural Unemployment

The employment statistic that has concerned us most over the past number of years is the labor force participation rate which stood at only 61.7% as of last week's Employment Situation Summary. Our view is that the labor participation rate will only shrink over time as the global economy continues to become more Technology and … Continue reading Technology, Healthcare and Structural Unemployment