Here's a look at the key players that aim to be the point guards of the public cloud and how they'll connect to the hyperscale providers.AWS was the early leader in public cloud computing and has become a major player in AI, database, machine learning and serverless deployments.I want IBM-ers to lead with a more technical approach.
HPE prefers the term "hybrid IT" over multi-cloud, but its approach rhymes with what IBM and Dell Technologies are trying to do.
While the SaaS menu at Workday is decidedly more limited than what rivals SAP and Oracle offer, the company enjoys tighter focus.Former IBM CEO Ginni Rometty has said that a big reason the company bought Red Hat was to accelerate "hybrid multi-cloud" deployments. Ultimately, Workday's SaaS challenge will be to sell multiple clouds to customers.Please review our terms of service to complete your newsletter subscription.If your company has operations in China and is looking to go cloud, Alibaba is likely to be a key option.The catch with Alibaba Cloud is that US-based customers are likely to run into politics, data concerns, and trade wars, but it's quite possible that Alibaba Cloud can jump the rankings based on revenue just because the Chinese cloud market will be massive.Enterprises are likely to be either in the Red Hat or the VMware camps and both companies have big parents that have the scale into private clouds and hybrid data centers.Based on what Morgan and Klein outlined on the company's capital markets day in November, SAP is looking to focus and infuse its cloud portfolio with Qualtrics know-how on improving experiences. We want to make sure that we're very clear and prescriptive with our customers, how we can help them make the best move to the cloud with S/4 and our Intelligent Enterprise portfolio. My approach is straightforward: I am going to focus on growing the value of the company. ""We know there's a lot of interest in our hybrid cloud approach, including Red Hat, so I'll focus on that upfront. Oracle's cloud is optimized for its own stack, and that will appeal to its customer base. That position is the same one-eyed by Salesforce.With the battle between the hyperscale cloud vendors underway, you'd think that the legacy infrastructure players would recede to the background.
That equates to an annual run-rate approaching $6 billion.
So if a customer is already running on AWS or a customer is running on GCP or Ali, we have the same technologies and the same reference architectures that those customers can use as well. According to Klein, SAP's cloud growth will occur by "infusing artificial intelligence into business processes."
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