Platformonomics is an analysis blog on cloud computing economics, tracking capital expenditure of the big cloud providers year by year.
HN commenters cite its Follow the CAPEX series as data showing IBM and Oracle spend far less on cloud infrastructure than AWS, Azure, and Google.
The scale of oracle cloud is laughable compared to its competitors.
http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/
In terms of value to the taxpayer I think AWS's offering would be head and shoulders above anything else. There would be no quicker way to be fired at amazon than if evidence came out that you were rorting or delivering an inferior product to a customer, behavior thats almost assumed with other government contractors.
Quite an interesting read. I don't see how growth rate can continue without capital investment and the last research I saw showed AWS with much more investment.
http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/
That said, I do see solid Azure growth. Once people get O365, Azure AD follows and then it's architecturally easier to use other Azure services.
Oracle's cloud is an also-ran. Just follow the investment the cloud giants are making. Oracle is not even in the same league. From:
https://www.platformonomics.com/2019/02/follow-the-capex-cloud-table-stakes-2018-edition/
"Google’s incremental CAPEX spend in 2018 is about what cloud pretender Oracle has spent on CAPEX throughout their entire history."
IBM and Oracle are really not in the same class as AWS, Azure and GCP, when it comes to investing in cloud infrastructure. They’re bit players at best: http://www.platformonomics.com/wp-content/uploads/2018/05/clip_image003.png
From this article: https://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/
Bit of a puff piece. For a contrasting view, Dan Lyons (Fake Steve Jobs) has some choice quotes on Benioff excerpted here http://www.platformonomics.com/2016/09/the-spectacle-that-is-dreamforce/ “There’s an art to this kind of horseshit, and Benioff is its Michelangelo.”
Historically Google far outspent Microsoft on their “super computers”, though in recent years MS has been closing the gap.
https://www.platformonomics.com/2022/02/follow-the-capex-cloud-table-stakes-2021-retrospective/