What leaked court docs tell us about major cloud market shares

Breaking Analysis & theCUBE's upcoming episodes [What leaked court docs tell us about AWS, Azure and Google cloud market shares]( In this week’s Analysis]( theCUBE’s Dave Vellante discusses the impact of recently leaked court documents during Microsoft’s Activision/Blizzard hearing, requiring theCUBE to revisit its cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates.   As a result, theCUBE has cut and revised our Azure revenue figures, which in turn increases AWS’ “Big Four” hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. Although the change also helps Google Cloud, its market share is only modestly affected.   Revised figures for AWS   “We had AWS dropping its share to 50% in 2022, and below 50% was our forecast for 2023,” Vellante said. “The revised estimates indicate that AWS had a 55% share of the big four in 2022, and it holds up in the low-fifties, 53.2% in 2023. The overall market size in our model has been reduced by approximately 10%. So, we've revised our big four 2022 revenues down to around $145 billion.”   Vellante also updates theCUBE’s hyperscaler cloud revenue estimates and market share data. And, he explains how the Enterprise Technology Research data on cloud should be interpreted in this context and looks forward to potential catalysts for cloud growth, including acceleration in the fourth quarter attributable to generative AI.   For more Breaking Analysis, check out the full story. [Get the free report]( [The latest from the world of AI as X marks the spot]( This week on Pod]( analysts John Furrier and Dave Vellante discuss AWS' big AI announcements and the push by Amazon to compete in the AI wars. A major topic of discussion was the change of the Twitter name to "X" and the discussions around big-tech regulation.   John and Dave also talk about earnings reports from companies such as Alphabet, Google and Microsoft, as well as IBM's AI play, watsonx. Also, the analysts talked about the cloud market, the impact of generative AI and the potential growth of smaller AI players.   Generative AI: Unveiling greenfield opportunities in the lucrative storage market   “There’s a whole open, greenfield opportunity with generative AI and all the AI applications coming,” Furrier said. “The world is changing, but the storage game still remains the same. You've got to store stuff. I think it's such a lucrative market. It's been our core CUBE market from day one.”   You can find more on the latest theCUBE Pod episode. [Watch the full episode!]( [Top News: Editors' Picks]( Final thoughts from AWS Summit NYC: All about generative AI Get the analyst perspective as artificial intelligence takes center stage at last week's Amazon Web Services Inc.’s AWS Summit New York. Firsthand insights on the news, AWS' AI opportunities, and broader market impact. [Read more]( siliconangle.com Francisco Partners and TPG to buy New Relic in $6.5B deal Private equity firms Francisco Partners and TPG today agreed to purchase cloud-observability platform New Relic Inc. and take the company private in a deal worth about $6.5 billion. Get the full story. [Read more]( siliconangle.com AI and data convergence: Key takeaways at IBM Storage Summit At the forefront of computing's transformation, industry experts gathered at IBM Storage Summit in Palo Alto to discuss the evolution of storage and its convergence with data and AI. Catch up with theCUBE! [Read more]( siliconangle.com [The 'VAST presents: Build Beyond’ event kicks off the month of August on theCUBE]( The tech world is buzzing with a series of must-watch events from theCUBE! First up is "VAST presents: Build Beyond" on August 1, where theCUBE analysts delve into VAST Data's latest news and ambitious AI vision as it transforms from a storage company. Next on the calendar is VMware Explore, from August 22-24, featuring live coverage exploring cross-cloud computing and VMware's innovative approach to multicloud architectures, including real-world AI enterprise use cases. And remember to mark your calendar for Google Cloud Next on August 29-31, where theCUBE's industry analysts explore the pervasive impact of "AI fever" on enterprises, Google's investment in AI/ML and the future of cloud computing.   [Vast presents: Build Beyond: August 1](   Join theCUBE on August 1 for the "[VAST presents: Build Beyond]( event, live from the Palo Alto studio. TheCUBE analysts delve into VAST Data's recent news and industry advancements. Tune in to discover VAST's ambitious vision for AI as the company undergoes a transformation from its roots as a storage enterprise. For further insights, explore VAST Data's announcement on and don't miss the post-event analysis on theCUBE to gain deeper understanding of the groundbreaking discussions. Some of our expert guests, include: • Renen Hallak, co-founder and CEO of VAST Data • Jeff Denworth, co-founder of VAST Data • Andy Pernsteiner, field CTO of VAST Data • Manuvir Das, VP of enterprise computing of Nvidia   [Register today to watch theCUBE’s live coverage.](   [VMware Explore: August 22-24](   Experience the revolutionary landscape of cross-cloud computing and embark on a transformative journey at Explore]( from August 22-24. Through theCUBE's live coverage, delve into the forefront of virtualization and witness VMware's approach to reimagining multicloud architectures. Engage with inspiring real-world AI enterprise use cases and gain valuable perspectives on VMware's future, especially amid a notable acquisition by Broadcom. Don't miss this opportunity to watch analyst-led discussions that navigate the complexities of modern cloud environments.   [Add to your calendar today!](   [Google Cloud Next: August 29-31](   Tune into theCUBE for Cloud Next]( August 29-31, as our industry analysts engage with the experts to explore the pervasive impact of "AI fever" on enterprises, along with an in-depth examination of Google's significant investment and research in AI and machine learning, positioning the company for optimal product market fit. Join us to gain valuable insights on the evolving landscape of the cloud wars, as automation and interoperability emerge as key drivers for the advancement of cloud-scale solutions. Don't miss this engaging discussion on the future of AI, ML and cloud computing.   [Check out the event site for more details!]( [Follow all theCUBE's upcoming broadcasts!]( Join theCUBE live at VMware Explore Discover the future of cross-cloud computing at VMware Explore '23. TheCUBE's live coverage offers the opportunity to delve into the cutting-edge world of virtualization with a firsthand look at VMware's efforts to rethink multicloud architectures. [Read more]( www.thecube.net 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!](