AWS wants to rule the world
Whether it was hardware like
Last year, AWS announced an astonishing1400 new features, and word was that they are on pace to exceed that this year. They get a lot of credit for not resting on their laurels and continuing to innovate like a much smaller company, even as
The feature inflation probably can’t go on forever, but for now at least they show no signs of slowing down, as the announcements came at a furious pace once again. While they will tell you that every decision they make is about meeting customer needs, it’s clear that some of these announcements were also about answering competitive pressure.
Going after competitors harder
In the past, AWS kept criticism of competitors to a minimum maybe giving a little jab to Oracle, but this year they seemed to ratchet it up. In their keynotes, AWS CEO Andy Jassy and Amazon CTO Werner Vogels continually flogged Oracle, a competitor in the database market, but
They went right for Oracle’s market though with a new on prem system called Outposts, which allows AWS customers to operate on prem and in the cloud using a single AWS control panel or one from VMware if customers prefer. That is the kind of cloud vision that Larry Ellison might have put forth, but Jassy didn’t necessarily see it as going after Oracle or anyone else. “I don’t see Outposts as a shot across the bow of anyone. If you look at what we are doing, it’s very much informed by customers,” he told reporters at a press conference last week.
Yet AWS didn’t reserve its criticism just for Oracle. It also took aim at Microsoft, taking jabs at Microsoft SQL Server, and also announcing
Google wasn’t spared either when launching Inferentia and
Upward growth trajectory
The cloud market is
“AWS has the scale right now to do many things others cannot, particularly lesser players like Google Cloud Platform and Oracle Cloud. They are trying to make a point with the thousands of new products and features they bring out. This serves as a disincentive longer-term for other players, and I believe will result in a shakeout,” he told TechCrunch.
As for the frenetic pace of innovation, Moorhead believes it can’t go on forever. “To me, the question is, when do we reach a point where 95% of the needs are met, and the innovation rate isn’t required. Every market, literally every market, reaches a point where this happens, so it’s not a matter of if but when,” he said.
Certainly areas like the
As AWS moves into more areas of the enterprise computing stack, whether on premises or in the cloud, they are showing their desire to dominate every aspect of the enterprise computing world, and last week they demonstrated that there is no area that they are willing to surrender to anyone.