Tag: Google Cloud

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.

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 Is Having A Heck of A Year

Google Is Having A Heck of A Year

GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal recently announced that it is moving core applications to Google Cloud. The PayPal Google Cloud relationship is not new (read more here). However, what is interesting to us is that Bill Ready (Google Commerce leader having joined Google in January 2020) is PayPal's former COO. Further, Google Commerce could use a boost in its … Continue reading PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

AI-Powered Decision Support Capability Is Only Scratching The Surface

AI-Powered Decision Support Capability Is Only Scratching The Surface

Enterprise Software applications will increasingly incorporate AI to guide users by providing them with real-time actionable information. Such applications will generate enormous value assuming they are able to effectively inform users without becoming an overly-used crutch. Think of the benefit such applications may provide employees that lack customer-specific knowledge, process knowledge, domain expertise and/or general … Continue reading AI-Powered Decision Support Capability Is Only Scratching The Surface

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

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Our 2019 Technology CEOs of the Year included Andy Florance of CoStar Group (tkr: CSGP), Lance Uggla of IHS Markit (tkr: INFO), Ajay Banga of Mastercard (tkr: MA), Satya Nadella of Microsoft (tkr: MSFT) and Bill Stone of SS&C Technologies (tkr: SSNC). The risk/reward ratio for the equity markets hasn't been this unfavorable since the … Continue reading Catching Up with CEORater’s 2019 Technology CEOs of the Year

Not All Clouds Are Created Equal

Not All Clouds Are Created Equal

Alphabet shed some light on its cloud operations - "Google Cloud" - tonight after the close. It got us thinking about the three cloud platform providers that matter: AWS (Amazon), Azure (Microsoft) and GCP (Google/Alphabet). Click HERE to access a revenue breakdown for each of the big three. Our revenue comparison is not apples-to-apples. Microsoft … Continue reading Not All Clouds Are Created Equal