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Ifeanyi Okeakwalam
Ifeanyi Okeakwalam

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The obvious reason why Google is loosing the cloud battle to AWS and Azure?

If you want to be successful in a market, you either need to be the first, latest, best or only, AWS was first.  

Microsoft Azure is clearly best for companies already running lots of Microsoft software. Microsoft is also the only cloud provider that makes Windows, a huge plus for everyone running Windows VMs on Azure.

Let's take a quick peak at what Google Cloud is best at. If they came up with anything, it was probably either Kubernetes or open source. Those are advantages, for sure, but in times like these where the race to meet high demands is very competitive, these advantages Google Cloud has is not enough, at least not yet. 

Google Cloud certainly has the technical chops and engineering talent to compete with Microsoft Azure and Amazon’s AWS when it comes to cloud infrastructure, edge computing – and especially inferencing/training for machine learning models. However, Google may lack focus due to Search and YouTube being the main revenue drivers. This is seen from the company’s inability to ignite revenue growth in the cloud segment during a year when digital transformation has been accelerated by up to six years due to work-from-home orders. 

There are a bunch of lower level features that Google Cloud has that others don't, but it's hard to sell your product that way.

Microsoft’s roots in enterprise created a direct path to upsell on-premise and become the leader in hybrid. The majority of the Fortune 500 is on Azure as they want seamless security and APIs regardless of the environment. 

To catch up, Google will need to identify 1–3 important areas in which to be the very best. It's going to be hard to do that via open source, which AWS and Microsoft have also adopted. Kubernetes is probably one. What might others be? That perhaps should be the big question.

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