Cloud computing


Last quote about Cloud computing

Jim Cramer
This is not the Wal-Mart we're used to. I don't think anyone can really put a dent in Amazon Web Services ... but I will say this: by virtue of its huge network of stores, Wal-Mart can do plenty of damage to Amazon's retail
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Oct 11 2017
Multiple people spoke about Cloud computing in the news. We gather all their quotes on this page, an easy way to see all views about this topic at a glance. To go deeper, all quotes are redirected to the article from which they come. Jim Cramer is the person who had the greatest number of quotes. The most recent one of them is: “This is not the Wal-Mart we're used to. I don't think anyone can really put a dent in Amazon Web Services ... but I will say this: by virtue of its huge network of stores, Wal-Mart can do plenty of damage to Amazon's retail business.”.
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Karl Keirstead - Deutsche Bank

We've spent much of the last two years worried about VMware's on-premise core server business given its maturity and the threat from AWS/Cloud adoption [Amazon Web Services]. This upgrade should be seen in the context of growing evidence that large enterprises are embracing a hybrid model, materially lowering the out-year risk profile of VMware

Richard Zhao - International Data Corporation

We heard about Google's plan of returning to China but so far there is not any clear

Jim Cramer

If I'm the chief technology officer of any supplier, I'm going to green-light shifting away from Amazon Web Services to the ultra-competitive Microsoft Azure or Google Web Services. That way, my CEO can go to Wal-Mart's headquarters and say, Hey, we know the score. We're not trading with the enemy

Brian Olsavsky -

The sales force [for AWS and advertising] has grown higher than the rate of growth in the business

Kerry Rice - Needham And Company

We believe the company's ongoing heavy investments in fulfillment capacity, video content, and AWS are to match with its substantial growth rates, and should not be viewed

Brad Stone

A video game designer argues that intelligent systems can be created from the bottom up if one devises a set of primitive building blocks. The book was influential in the creation of Amazon Web Services, or AWS, the service that popularized the notion of the

Heather Bellini - Goldman Sachs Group

We continue to view Alphabet as exposed to some of the best secular trends within tech, including mobile search, YouTube, and enterprise cloud computing, which we expect to become a bigger part of the thesis over

Sundar Pichai - Google

Google Cloud Platform, GCP, continues to experience impressive growth across products, sectors and geographies. And increasingly with large enterprise customers and regulated sectors. In Q2, the number of big deals we closed worth more than half a million dollars is three times what it was last year. Responding to the growth in existing and new customers around the world, we continue to invest in data centers to provide them the fastest most reliable

Ben Schachter

Amazon will be the most valuable company on the planet one day. We see few competitive threats to its core retail/marketplace business, and while AWS [Amazon Web Services] is seeing increased competition from MSFT and GOOG (among others), we think its lead there is well

Ben Schachter

We see few competitive threats to its core retail/marketplace business, and while AWS [Amazon Web Services] is seeing increased competition from (MSFT) and (GOOGL) (among others), we think its lead there is well established. In terms of the core fundamentals, we see more of the same, continued solid rev growth, with near-term margins likely pressured by investment. Yet, given the company's track record, we expect that investment in India, video, Prime Now, grocery, and other areas will be

Enrique Oti - Air Force

We have an acquisition system that was built for a hardware-centric world. But in the current age – especially in the cloud computing age, where processing is cheap – you should be able to push out something that is good enough, and then keep building on top of

Lloyd Walmsley

We trim our AWS estimates and see near-term risk to investor sentiment around AMZN given slightly more cautious checks around cloud migration. We have not heard much in the way of investor concern around AWS revenue deceleration this quarter (unlike last quarter).feedback

Lloyd Walmsley

Our 'end state' view remains bullish on AWS/cloud centric computing, and we remain steadfastly upbeat on the long term retail opportunity in NA [North America] and int'l. We would use any pullback around AWS growth rate shortfalls to add to long term

Marc Benioff -

I think some of those FANGs are still undervalued, I would agree with Jim Cramer. You look at Amazon Web Services (AWS) business going past $20 billion this year and I think it is on a trajectory to go to $100

Gene Farrell

You are right in your assessment that AWS Apps has the potential to be a bigger business than the start-up. The flip side is that as member of a five-person executive team in a smaller company I can have a much bigger influence on the overall company and culture. I have worked at big companies my entire career, and the challenge of proving to myself that I can be successful in a smaller company with fewer support systems is

Max Wolff

If you're Amazon, you want to push all the consumption behavior into your universe, for your money, and, also so your data is better. I think it takes one reason away to ever leave Amazon when you're buying things. I think that's good for Amazon. That's why they want your cloud storage business, and your streaming video business, and your music business, and your tablet business, and your phone business, and your online clothing business, and fill in the

Anshel Sag - Moor Insights & Strategy

Computex seems to have shied away from mobility in favour of 'Internet of things', which incorporates aspects of both cloud computing and artificial

Jayson Noland

The recent partnership between VMware and AWS [Amazon Web Services] has been received with great positivity and excitement, according to our channel work. Naturally, a co-development between the respective leaders in private and public clouds should offer an unparalleled level of seamlessness in hybrid cloud mobility, which to date remains one of the largest challenges to enterprise cloud

Trip Chowdhry - Global Equities Research

It is a cloud computing company, it's a machine and an artificial intelligence company, it is an app company, it is an energy company, and just an automobile is nothing more than a laptop on four

Michael Stemmle - Royal Bank of Scotland

This funding will finance our international expansion and help strengthen our management team. It will also fuel our production of cutting edge cloud computing-based Software-as-a-Service (SaaS) products that can ensure our clients are ahead of the curve. It really is crunch time for the sector and this funding allows us to be at our best when our clients need us

Nancy Harper

It's concerning that the N.H.S. was dependent on these outdated systems. If your average person has access to cheap cloud storage these days, then hospitals should be using similar backup methods. I hope this was a wake-up

Jim Cramer

Nvidia makes the best graphics processors around. Gaming was up 49 percent as this company makes graphics chips that can run gorgeous games on your PC or power the new Nintendo Switch, which is the hottest console in the universe. Amazon Web Services, Facebook, [Alphabet's] Google, IBM and Microsoft all rely on their chips – who else is there – to power their cloud platforms because of Nvidia's artificial intelligence

Stanley Druckenmiller

I love Amazon because they invest in their future. Bezos is a serial monopolist. AWS (Amazon Web Services) is absolutely exploding. It's ripping to shreds the 10 or 15 consultants you used to have from IBM that you don't need because of the

Doug Gurr

We are constantly inventing on behalf of our customers, and our development centres in Cambridge, Edinburgh and London play a major role in Amazon's global innovation story. By the end of this year, we will have more than 1,500 innovation-related roles here in Britain, working on everything from machine learning and drone technology to streaming video technology and Amazon Web

Jim Cramer

On the other hand, they didn't want to talk about new devices all that much. They didn't want to talk about their giant cloud operation, Amazon Web Services, either, other than to tell us that it's very profitable. No

Gene Munster - Loup Ventures

The opportunities are so big. Specifically, offline to online, or AWS or any other thing that Bezos might get into. They're so big that investors are willing to forego profits for that growth longer-term. If they didn't have these open-ended markets, this would be a stock that would be trading much

Steve Ballmer - Microsoft

I think the company is well-positioned, on the other hand (there is) a lot of work to do. I think that on the cloud side with Office 365 and Azure, the company's got a real shot but not a birth right, they are going to have to push very hard with Azure versus Amazon Web

Jeff Bezos -

Inside AWS, we're excited to lower the costs and barriers to machine learning and AI so organizations of all sizes can take advantage of these advanced

Eric Xu - Huawei Technologies

I believe we can build upon our advantages accumulated over the years. Compete and coexist with AWS and Microsoft, I believe that is the trend we are going to see. Our strategic focus will be on our telecom partners' cloud

John Vrionis

With all of the open source projects that are all the rage with developers, you have to have the offerings to cater to that if you want to attract them to your cloud. If developers start in AWS and get comfortable, they're not going to even think about

Brad Stone

Bezos has said he learns more from novels than nonfiction. A video game designer argues that intelligent systems can be created from the bottom up if one devises a set of primitive building blocks. The book was influential in the creation of Amazon Web Services, or AWS, the service that popularized the notion of the

Mark Machin - Canada Pension Plan Investment Board

The ecosystem around these large companies is part of the secret source of innovation in this country...China's been very thoughtful about creating the ingredients of innovation, which is creating more opportunities for all types of companies, whether it's e-commerce or others, to bloom. It now takes very little money to develop a company given the amount of cloud computing can get a company some market for very little money, very very quickly and have a very disruptive

Chamath Palihapitiya

There's not a thing that probably the three of us aren't buying from Amazon. And then Amazon's AWS business just keeps getting

Jim Friedlich

There's no doubt that this could prove to be a terrific source of captive clientele for Amazon Web Services and an interesting new market for them. If it succeeds, as I suspect it will, it will be a game-changer for The Washington

Miltos Petridis

Businesses are increasingly using cloud-based solutions, such as Amazon Web Services, Microsoft Azure and IBM Watson, but some are building bespoke systems with the help of specialists from the software industry and

Nilay Patel

AWS services and customer applications depending on S3 will continue to experience high error rates as we are actively working to remediate the errors in Amazon

Ira Rothken - Dotcom

Our view is that the charges are like a house of cards. Once you get rid of criminal copyright infringement, everything falls. There is no money laundering if you have a non-copyright infringing cloud storage site. We think it will be very quick when Court of Appeal looks at this to basically say that this case can no longer be sustained and should be dismissed. We believe the remaining claims have no

Anant Maheshwari

We are excited to partner with Tata Motors as they embark on a new journey of innovation with Microsoft Azure cloud. Using IoT, AI and machine learning technologies, we will provide vehicle owners in India and across the world with a safe, productive and fun driving

Louis Navellier

Cloud computing really has been fueling its earnings growth. It really helps ensure profitability every quarter

Bill Miller - Legg Mason

That's a big position and has been for a long time. If you think about Amazon and compare it to Facebook and Google – both of which are great companies – those companies are addressing global ad markets about 500 to 600 billion. U.S. Retail alone is 5 trillion, AWS is

Bill Miller - Legg Mason

Their addressable market in AWS alone is in the trillions of dollars. U.S. retail alone is $5 trillion. Amazon would rather ship through FedEx or the post office, but they don't have the capacity, especially in the fourth quarter, to handle that surge. Wal-Mart is a good competitor. They're not going

Robert Drbul

Given AWS' rapid pace of innovation, strong customer base, and ongoing efficiency gains, we believe cloud computing dominance and increased profitability is set to

Brad Reback - Stifel

It all boils down to is the Azure business growing and growing profitably. If Azure is the growth engine we think it is and can pick up market share from AWS, then the company is well positioned for the next couple of

Alex Zukin - Piper Jaffray

This is an extremely large market and its turning into a duopoly where the majority of vendors are going to pick AWS or

Andy Jassy

Sometimes you hear stories from other providers that benefit their own businesses. We have a very large number of enterprises and customers running a majority of workloads on AWS. When we look at the decision process as they rigorously go through that analysis, most of them aren't ending up splitting their workloads remotely close to evenly across multiple

Adam Cohen - Covenant Review

This [new bond] language is a vaccination [against that].feedback

Justin Cooke - Allen & Overy

If that creates trepidation on the part of the buyside, they can price that into the

Justin Cooke - Allen & Overy

At the end of the day, what the provision does is to remove any ambiguity and resolve it in favour of the

Adam Cohen - Covenant Review

In my 20 years as a lawyer in the high-yield bond market, this is the worst potential covenant change I have ever

Michael Graham

That is really important because in a few years AWS will be half of Amazon earnings and is a big growth

Neil Doshi

We believe the company can drive further margin expansion with 3P and

Heath Terry - Goldman Sachs Group

Expect continued growth momentum in AWS & Retail. We believe the risk-reward remains favorable as investments in web services, infrastructure and logistics result in share gains, cash flow growth and continued high returns on

Andy Jassy

The announcement that we made together is really a real win for customers. With the announcement, customers don't have to make that binary decision anymore, and they get to use that VMWare software they're used to using on AWS – and do so without having to buy any additional hardware, which most companies these days aren't looking to buy more

Patrick Moorhead

Google has fallen behind both Microsoft Azure and Amazon Web Services in enterprise cloud computing, and this move is intended to strengthen that

Taylor Rhodes - Rackspace

We are presented with a significant opportunity today as mainstream companies move their computing out of corporate data centers and into multi-cloud models. Apollo and its partners take a patient, value-oriented approach to their funds' investments, and value Rackspace's strategy and unique culture. This is an exciting transaction for Rackspace and we look forward to working closely

Patrick Newport - IHS

Innovations are everywhere, in cancer research, iPhone apps, Olympic sports training, cloud computing - they are just not showing up in the GDP

Gene Munster - Loup Ventures

The long-term growth outlook is upbeat, as Amazon slowly takes away traditional retail's last competitive advantage - instant gratification - and rides the AWS cloud secular growth

Gene Munster - Loup Ventures

Some of the true value in services may always go unrealized given that major businesses within other large Internet companies, like AWS in Amazon, Instagram/Oculus in Facebook, and YouTube in Google, are not fully appreciated in terms of value by

Satya Nadela - Microsoft

This past year was pivotal in both our own transformation and in partnering with our customers who are navigating their own digital transformations. The Microsoft Cloud is seeing significant customer momentum, and we're well positioned to reach new opportunities in the year

Robert Peck - SunTrust Robinson Humphrey

We've been negative on Amazon, largely because so many people love it. It's rare to find a bear here. So much anticipation has been baked into that now. Not only do you have top lying growth baked in, you have margin improvement in domestic, international and AWS. Not many people are giving credence to oncoming competition from the other players like

Patrick Walravens - JMP Securities

Fundamentally, we are concerned in the longer term about the impact on Oracle of competition from cloud platforms such as Amazon Web Services, Microsoft Azure and Google Cloud

Kimberly Nelson - Microsoft

Kind's strategic industry positioning, experienced team and top-notch-technology running in the Microsoft Azure Government cloud, made for an easy decision to align efforts. Kind agreed that Azure Government is the only cloud platform designed to meet government standards for the closely regulated cannabis compliance programs and we look forward to working together to help our government customers launch successful regulatory

Victor Anthony - Axiom Capital

Headlines are really just talking about AWS, but I think the standout this quarter is really the retail business. That grew significantly faster than the Street was

Eric Jing - Ant Financial Services Group

The capital raised in Series B will allow us to invest in the infrastructure, such as cloud computing and risk control, that will underpin our long-term growth in rural and international

Kim Weins - RightScale

Clearly AWS is still in the lead in the vast breadth of their services. Google's improved services had assisted the company to gain new

Katherine Egbert - Piper Jaffray

The cloud business is sort of becoming a duopoly between AWS and Azure. Azure is their first significant new product. That's what's exiting about the

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