Live from Dell Tech World 2022 - theCUBE in Vegas May 2-5

Breaking Analysis + upcoming broadcasts [The ever-expanding cloud continues to storm the IT universe]( In [this week’s Breaking Analysis,]( Dave Vellante takes a look at “the ever-expanding cloud” as he shares the latest updates on the cloud computing market and explains why the definition of cloud is expanding to embrace new concepts.  Reigning cloud providers -- AWS, Microsoft, Alibaba and Google -- are jointly projected to bring in $167 billion in 2022, according to Vellante’s analysis. While AWS is holding its market lead with 50% of market revenue, the gap is narrowing. Both Microsoft Azure and Google Cloud Platform are growing at 48%, bringing Azure’s revenue up to two-thirds the size of AWS. But despite high adoption figures, GCP is still trailing the pack. Cloud spending patterns Breaking down the big four’s spending patterns, Vellante highlights the importance of CapEx spend to market outlook. The surprise is that Azure’s net score is 67, beating out AWS' net score of 61. Hybrid cloud strategies dominate the market, extending opportunities to the on-prem players as well. Dell Technologies and Hewlett-Packard both have platforms well-positioned for a supercloud play, abstracting away the complexities of cloud management, according to Vellante.  “The opportunity in our view is to hide the underlying complexity of the cloud ... creating a singular experience across on-prem, across all the clouds and out to the edge,” Vellante stated. Check out [the entire report]( watch [the video]( and catch up with all past Breaking Analysis columns on [SiliconANGLE]( and [Wikibon](. You can also [watch Dave’s analysis]( or listen as a [podcast](. [Get the full report here!]( [Top News: Editors' Picks]( [Catch up on tech earnings: Amazon, Microsoft & Google]( Yet another strong showing in cloud computing failed to prevent Amazon.com Inc. from reporting a surprise loss, and a disappointing forecast for the next quarter sent its shares down hard in extended trading. While Microsoft Corp. beat earnings estimates, with better-than-expected revenue across nearly all its product lines in the fiscal third quarter. A slowdown in spending on advertising amid the Russian war on Ukraine and an uncertain economy took a toll on Google parent [Alphabet Inc. as it reported first-quarter results]( disappointed investors. The one highlight for the quarter was Google Cloud, Alphabet’s cloud computing unit. It saw strong growth as revenue jumped 44%, to $5.8 billion. [Follow news from Dell Tech World 2022]( Dell Technologies Inc. is [expanding its cybersecurity recovery options]( companies across public clouds and their own data centers with a trio of new offerings that together will provide more control over how data is stored, controlled and protected. The new offerings, introduced at Dell Technologies World running this week in Las Vegas, include an expansion of Dell’s [APEX infrastructure-as-a-service portfolio]( including[Cyber Recovery Services](. Dell also unveiled a new initiative with Snowflake Inc. to connect data from its on-premises storage portfolio with the Snowflake Data Cloud. Dell said the initiative is a first of its kind that will lead to greater flexibility for customers operating in multicloud environments. [theCUBE is live at Red Hat Summit 2022!]( Open source has become essential for enterprises seeking to abstract away the complexities of cloud. [Find out what's next]( for open hybrid cloud as theCUBE covers [Red Hat Summit]( live, May 10–11. [What to expect at Dell Tech World 2022: Join theCUBE live!]( We’re live at Dell Technologies World in Las Vegas this week, with [theCUBE's event coverage]( running from May 2–5. This marks Dell’s first in-person conference since before the pandemic. It’s also the first major event for Dell since last year’s spinoff of VMware. With less debt and more money for growth and innovation, Dell is looking toward [new opportunities]( according to Chuck Whitten, Dell’s co-chief operating officer. Dell’s pipeline for its as-a-service platform APEX, particularly its opportunity to support the supercloud movement, will be the focus of theCUBE analysts as they sit down with company executives, industry experts, and customers. Find out more information on what to expect at Dell Technologies World 2022 in our [Reader’s Guide]( and tune in to [theCUBE’s dedicated Dell Technologies World event site]( to watch the coverage live or on demand. [Join theCUBE live at Dell Tech World!]( [Top Stories: Staff Picks]( [Report: Meta to launch four new virtual reality headsets by 2024]( Meta Platforms Inc. plans to introduce four new virtual reality headsets by 2024. Meta’s headset development efforts are part of a long-term strategy by the company to unlock new revenue growth opportunities in the metaverse. The company spent $2.96 billion on its metaverse-focused Reality Labs division [last quarter]( up from $1.83 billion a year ago. The four new VR devices that Meta is expected to roll out could make their debut in the same time frame as Apple Inc.’s rumored [augmented reality headset]( [Incremental changes add up to major disruptions in cloud culture]( Technical democratization is leading to innovation, as cloud-native computing changes what’s possible across companies and cultures. “The accessibility of technology has grown exponentially, like wildfire,” said [Sarbjeet Johal]( principal adviser at Stackpane Limited Liability Co. Johal spoke with industry analyst [John Furrier]( the AWS Summit San Francisco event, an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. [Join theCUBE at KubeCon + CloudNativeCon EU!]( Get [a sneak peek]( of what to expect during [KubeCon EU 2022]( as theCUBE’s [Dave Vellante sits down with Red Hat's Stu Miniman]( in advance of our broadcast, May 18-20. SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](