Remember Amazon brought Annapurna Labs in 2015. And only released their first Graviton instances in 2018. The lead time for a Server CPU product is at least a year even when you have blueprints. That is ignoring fab capacity booking and many other things like testing. And without scale ( AWS is bigger than GCP and Azure combined ) it is hard to gain competitive advantage ( which often delays management decision making ).
I think you should see Azure and GCP ARM offering in late 2022. Marvel's exit statement on ARM server SoC pretty much all but confirmed Google and Microsoft are working on their own ARM offering.
In terms of physical servers. I believe Chinese cloud providers, and their monster CNDs (China has terribly slow Internet, and superlocal CDNs are the only way out there) overtook AWS quite a few years ago.
There is also the common practice of not including discounts in revenue. There is a reason companies talk about revenue instead of net sales or net income.
I've never seen AWS give discounts comparable to what Azure provided. Especially to larger companies they want the brand recognition from.
Microsoft’s “cloud business” is not at all comparable to AWS or GCP. It includes all manner of other product that can’t be reasonably classified as cloud compute. AWS remains significantly larger than either azure or GCP when measured by either revenue or raw compute.
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Remember Amazon brought Annapurna Labs in 2015. And only released their first Graviton instances in 2018. The lead time for a Server CPU product is at least a year even when you have blueprints. That is ignoring fab capacity booking and many other things like testing. And without scale ( AWS is bigger than GCP and Azure combined ) it is hard to gain competitive advantage ( which often delays management decision making ).
I think you should see Azure and GCP ARM offering in late 2022. Marvel's exit statement on ARM server SoC pretty much all but confirmed Google and Microsoft are working on their own ARM offering.
And if I recall correctly, AWS needed to develop Nitro before offering Graviton.
Azure cloud is bigger than AWS
https://cloudwars.co/microsoft/microsoft-q2-cloud-revenue-st...
In terms of physical servers. I believe Chinese cloud providers, and their monster CNDs (China has terribly slow Internet, and superlocal CDNs are the only way out there) overtook AWS quite a few years ago.
Revenue != compute resources. That revenue includes Office Online subscriptions AFAIK as a way to game the marketing.
There is also the common practice of not including discounts in revenue. There is a reason companies talk about revenue instead of net sales or net income.
I've never seen AWS give discounts comparable to what Azure provided. Especially to larger companies they want the brand recognition from.
Microsoft’s “cloud business” is not at all comparable to AWS or GCP. It includes all manner of other product that can’t be reasonably classified as cloud compute. AWS remains significantly larger than either azure or GCP when measured by either revenue or raw compute.