Cloud Computing – CB Insights Research https://www.cbinsights.com/research Mon, 07 Jul 2025 15:11:10 +0000 en-US hourly 1 Cloud Wars: How Amazon, Microsoft, and Alphabet are preparing for an AI future https://www.cbinsights.com/research/briefing/webinar-cloud-wars/ Wed, 21 May 2025 19:58:23 +0000 https://www.cbinsights.com/research/?post_type=briefing&p=174012 The post Cloud Wars: How Amazon, Microsoft, and Alphabet are preparing for an AI future appeared first on CB Insights Research.

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Battle of the Cloud Titans: How Amazon, Microsoft, and Alphabet are preparing for an AI future https://www.cbinsights.com/research/report/battle-cloud-titans-alphabet-amazon-microsoft/ Wed, 21 May 2025 16:21:30 +0000 https://www.cbinsights.com/research/?post_type=report&p=173998 The AI boom is creating massive cloud computing needs that the top 3 global cloud providers — Amazon, Microsoft, and Alphabet (Google) — are racing to address and monetize. AI is already fueling revenue growth for these cloud giants.  First, AI workloads …

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The AI boom is creating massive cloud computing needs that the top 3 global cloud providers — Amazon, Microsoft, and Alphabet (Google) — are racing to address and monetize.

AI is already fueling revenue growth for these cloud giants. 

AI sparks cloud growth acceleration: How the cloud giants are seeing rebounding cloud revenue growth thanks to AI

First, AI workloads require more computing resources than traditional workloads, thus increasing per-customer spending. Second, AI companies (with their own computing needs) are proliferating rapidly, now capturing 20% of all venture deals globally. Together, these trends create both enormous revenue opportunities and unprecedented infrastructure challenges.

At the same time, new competitors are emerging to serve this insatiable demand. The OpenAI-led Stargate Project, with its planned $500B investment, threatens to reshuffle the cards in the cloud computing space that AWS has led for over a decade in terms of market share.

In response, cloud providers are spending tens of billions to capture their share of AI computing spend.

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In the 19-page report, we cover 3 strategic pillars that emerged from our analysis:

  • Cloud providers are investing heavily in compute infrastructure to meet explosive AI demand. Amazon, Alphabet, and Microsoft are planning a combined $250B+ in capex spend, primarily for AI data centers, in 2025 in addition to vertically integrating into energy production with 6 nuclear partnerships and creating custom AI chips to control costs and gain competitive advantages.
  • Strategic partnerships and ecosystem development are key to cloud dominance, as providers lock in strategic partnerships with leading model developers (such as Microsoft’s $13B investment in OpenAI), develop proprietary foundation models, and build out accelerator programs to seed AI ecosystems. For example, Amazon expanded its genAI-focused accelerator from 21 to 80 startups between 2023 and 2024 while more than tripling the value of the cloud credits offered.
  • Cloud providers are expanding their AI service portfolios into agentic AI and security to drive adoption and consumption. Alphabet recently made its largest acquisition ever to expand into the cloud security space, spending $32B to buy Wiz, while all 3 players are racing to expand their agentic AI offerings, including developer tools, dedicated marketplaces, and customizable agents.

Additional resources:

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Building the agent economy: How cloud leaders are shaping AI’s next frontier https://www.cbinsights.com/research/ai-agent-strategy-top-cloud-providers/ Wed, 07 May 2025 20:26:24 +0000 https://www.cbinsights.com/research/?p=173769 As the AI boom accelerates, the top 3 global cloud providers — Amazon, Microsoft, and Google — are racing to capture a larger share of enterprise AI spend. Central to this shift is the rise of AI agents: intelligent systems …

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As the AI boom accelerates, the top 3 global cloud providers — Amazon, Microsoft, and Google — are racing to capture a larger share of enterprise AI spend. Central to this shift is the rise of AI agents: intelligent systems capable of performing multi-step tasks, interacting autonomously with tools and data, and automating business workflows.

Drawing on CB Insights’ Business Graph, which links data across private investments, business relationships, and public company disclosures, we surface key signals on how each cloud player is positioning itself in the agentic AI space and what their next move could be.

While all 3 providers are investing heavily in infrastructure to support agentic AI, they are taking distinct paths to monetization and market control — from proprietary models and low-code build tools to strategic partnerships and go-to-market accelerators.

Understanding these differences will prove critical in evaluating cloud alignment, competitive positioning, and agent-enabled product strategy.

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Key takeaways

  • Amazon positions itself as a neutral infrastructure layer for the agentic ecosystem, betting on in-house chips and seeding its ecosystem with 16 total investments in agent startups. These investments, which primarily take the form of cloud credits rather than equity, form a low-risk, high-volume strategy to lowering the barriers to building on AWS. Amazon’s approach combines enterprise enablement with strategic consumer-facing investments, signaling potential integration with its broader ecosystem.
  • Google’s agentic offering centers around its Gemini foundational models, creating an open marketplace for partner-built agents leveraging its technological leadership — supported by 46 total partnerships and its Agent2Agent protocol. This partner-centric approach means Google can quickly populate its marketplace with specialized agents while maintaining Gemini as the differentiating foundation technology.
  • Microsoft emphasizes a pre-built suite of agentic solutions to drive enterprise adoption, embedding Copilot agents throughout its productivity ecosystem. The company recently achieved 15M GitHub Copilot users, up 4x YoY, and recorded 1M custom agents created on its SharePoint and Copilot Studio platforms. Microsoft’s expansive enterprise client base gives it an in-built audience for new agent products.

Amazon positions itself as the neutral infrastructure layer for the agentic ecosystem

Amazon is approaching the agentic AI landscape as a pragmatic infrastructure provider, with a strategic bias toward enabling partners rather than competing with its own agent suite. This partner-first approach comes at a critical time, as Amazon has been playing catch-up in the agentic race — although recent moves, including forming a dedicated agentic AI group in March 2025 and unveiling its Nova foundational models in December 2024, signal a growing focus.

Amazon is betting on its in-house chips, Trainium and Inferentia2, to attract agentic AI workflows, as these chips can help reduce the cost and energy consumption associated with AI model training and inference. Amazon has already formed several partnerships with agentic AI startups such as Poolside and NinjaTech for them to train and run their AI agents on its in-house chips.

This approach — of providing robust infrastructure and letting specialized partners build solutions on top — is also reflected in its agent development tool offerings. While developers can build agents using Amazon Bedrock Agents, Amazon (unlike Google or Microsoft) doesn’t directly emphasize low-code/no-code solutions, instead enabling partners like SnapLogic to build such tools on its platform. 

The company has also been investing heavily in agentic AI startups, with 16 unique investments since 2023 — more than both Google and Microsoft combined. However, 12 of these were made through non-equity accelerator programs that provide cloud credits and technical enablement rather than capital. 

This low-risk, high-volume approach lowers the barriers to building on AWS while seeding future clients at minimal cost. It also embeds AWS infrastructure into early-stage agent development, capturing mindshare before competitors can gain traction.Amazon’s investments reveal a strategic interest in consumer-facing AI applications that complement its existing business. Three of its four equity investments are in consumer-focused companies — Please and NinjaTech (personal AI agents) and Cartesia (voice AI) — aligning with Amazon’s consumer strategy and the recent launch of Nova Act, its web-browsing agentic AI targeting developers. 

These investments suggest AWS is taking a dual strategy: framing itself as an enterprise infrastructure provider for partners while developing consumer-facing capabilities that could enhance Amazon’s broader ecosystem, including potentially a revamped Alexa.

This could lead Amazon to make an acquisition that accelerates monetization of consumer-facing agents. Acquiring a startup developing agent payment infrastructure, for instance, would support efforts to enable autonomous transactions.

Google’s agentic offering centers around its Gemini foundational models

Google has positioned itself as the central platform provider in the agentic AI landscape, building a comprehensive ecosystem centered around its proprietary Gemini foundation models. Unlike Amazon’s infrastructure-focused approach or Microsoft’s enterprise application strategy, Google is creating an open marketplace for partner-built agents that leverage its technological leadership.

To boost adoption of its Gemini models for agentic AI, Google unveiled its AI Agent Space last year, a dedicated marketplace exclusively for partners’ agents. This is complemented by Google’s agent interoperability initiative, the Agent2Agent (A2A) protocol, which enables AI agents to communicate effectively regardless of their underlying frameworks or vendors. As a sign of traction for A2A, Microsoft recently announced it would adopt the protocol, in addition to the 50+ supporting partners Google already unveiled early April this year.

Google leads in agent-related partnerships with 46 collaborations — 2x as many as Microsoft and Amazon. Almost half of these are with agentic AI startups, including AI coding agents like Cursor, Augment Code, and Replit. This partner-centric approach means Google can quickly populate its marketplace with specialized agents while maintaining Gemini as the differentiating foundation technology.

Source: CB Insights — Google’s business relationships. Note: includes business relationships for Google Cloud.

Enterprise partnerships also demonstrate Google’s strategy in action. Its recent Salesforce collaboration will empower Salesforce customers to build Agentforce agents using Gemini, while Deloitte has launched over 100 ready-to-deploy AI agents powered by Google’s models. According to Google Cloud, more than 60% of generative AI startups are now building on its platform.

Google has also been partnering with leading venture capital firms and accelerators, like Sequoia, Lightspeed, and Y Combinator, to promote the use of its technology (such as TPUs and Gemini models) to fast-growing startups that are building with AI. 

Google’s development toolkits — Vertex AI Agent Builder, Agent Designer in Agentspace, and Agent Development Kit — offer solutions for both technical developers and non-technical users, reflecting Google’s goal of becoming the complete platform for agent creators and consumers alike. 

Rather than building a comprehensive first-party agent suite, Google is embedding itself into the tech stack of emerging agentic players, making Gemini the platform of choice for agent innovation. 

To maintain its edge in safe scaling and cross-agent coordination, Google may look to acquire companies focused on monitoring, governance, and lifecycle tooling, such as Galileo — a leader in AI evaluation backed by Databricks and ServiceNow.

Microsoft emphasizes a pre-built suite of agentic solutions to drive enterprise adoption

Microsoft’s offerings center around a comprehensive suite of pre-built agents deeply integrated into its productivity ecosystem. While Amazon focuses on infrastructure and Google on promoting its foundational models, Microsoft aims to deliver immediate business value through turnkey solutions.

The company leads the market in pre-built agent offerings, with its Copilot suite including Analyst, Researcher, Security, and Dynamics 365 autonomous agents — all powered by its exclusive access to OpenAI’s models. 

This strategy has driven strong adoption: Microsoft’s Q3 FY’25 earnings call revealed that GitHub Copilot’s developer base has surpassed 15M users (up 4x YoY), while 1M custom agents were created during that quarter through Copilot Studio and SharePoint.

Source: CB Insights — Microsoft Earnings Insights

Microsoft’s development tools (Copilot Studio, Azure AI Agent Service) cater to both technical and non-technical users, but the company’s primary advantage comes from embedding agentic capabilities throughout its productivity ecosystem. The November 2024 launch of Magentic-One, a multi-agent system for enterprise deployment, further enhances Microsoft’s position in business workflows.

Unlike Amazon’s broad ecosystem-seeding or Google’s push to embed Gemini models into any agentic workflow, Microsoft concentrates on initiatives that complement its in-house agentic tools. Its partnership with Moveworks exemplifies this strategy, allowing employees to access Moveworks’ specialized agents directly within Microsoft 365 Copilot and Teams.

Microsoft’s approach demonstrates the power of integration over technological differentiation in driving enterprise adoption. By leveraging its existing relationships and software suite, Microsoft has established dominance in high-value business workflows where agentic AI delivers immediate productivity gains — and where competitors must overcome Microsoft’s entrenched position.

To round out its Copilot suite and reinforce its workflow ownership strategy, Microsoft may seek acquisitions in sectors where it lacks native agent offerings, like recruiting, healthcare administration, or logistics.

Related research on AI agents and big tech:

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AI is making big tech even bigger — here’s how the trillion-dollar tech giants are deepening their moat and fueling future growth https://www.cbinsights.com/research/report/big-tech-ai-future-growth-charts/ Fri, 11 Apr 2025 20:53:59 +0000 https://www.cbinsights.com/research/?post_type=report&p=173547 Big tech companies — Alphabet (Google), Amazon, Apple, Meta, Microsoft, and Nvidia — earned nearly $2T in aggregate revenue in 2024, up 15% from 2023.  They already dwarf the private tech sector — surpassing the combined value of all 1,200+ …

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Big tech companies — Alphabet (Google), Amazon, Apple, Meta, Microsoft, and Nvidia — earned nearly $2T in aggregate revenue in 2024, up 15% from 2023. 

They already dwarf the private tech sector — surpassing the combined value of all 1,200+ unicorns by a factor of 3 — and after a period of layoffs, they’re back to hiring, with 2024 headcount growing an average of 7% YoY.

Now, they’re betting big on AI to power their next phase of growth. 

Spending on AI infrastructure (including data centers) has sent their capital expenditures to unprecedented levels. The venture arms of Nvidia, Google, and Amazon all backed a record number of AI deals last year. And after a years-long slump in big tech M&A, AI acquisitions will likely drive a rebound in 2025.

Below, we dive into how AI is reshaping dynamics among big tech players — including deep dives into fast-emerging markets like humanoids and AI agents — across 7 charts.

Note: We include US-based big tech companies based on market cap ($1T+) as of 04/11/2025.

BIG TECH’S AI BETS

Get an Excel file with US tech giants’ AI investments and acquisitions since 2023.

Big tech heads toward $300B+ in 2025 capex

Increased spend on AI infrastructure like high-powered data centers has driven Amazon, Microsoft, Alphabet, and Meta’s combined capex past $50B in recent quarters. 

Meta CEO Mark Zuckerberg framed Meta’s capex spend as a “strategic advantage” on its Q4’24 earnings call as the company scales AI usage across its products. Meta plans to spend $60-65B in capex in 2025.

Stacked bar chart showing "Big tech's AI-fueled spending spree" with combined capital expenditures per quarter for Amazon, Microsoft, Alphabet, and Meta from 2020-2024. The chart shows dramatic growth in spending, reaching approximately $72B in Q4 2024, more than triple the ~$20B quarterly spending in early 2020.

As AI model costs drop, cloud providers in particular expect they will benefit from the expanding market. 

Microsoft CEO Satya Nadella emphasized this potential on the company’s recent earnings call: “We ourselves have been seeing significant efficiency gains in both training and inference…as AI becomes more efficient and accessible, we will see exponentially more demand.”

To capture the demand, the big 3 are planning major infrastructure investments: 

  • Amazon projects $100B in capex in 2025, up from $83B in 2024
  • Microsoft has committed $80B in 2025 to build out AI data centers
  • Google expects $75B in capex in 2025

Cloud competition hinges on AI demand

AI demand is turning into cloud revenue for Amazon, Google, and Microsoft. 

AI sales have helped boost revenue growth for Microsoft’s Azure and cloud services arm, which averaged 31% quarterly growth in 2024, up from 28% in 2023.

Google Cloud’s more muted growth in Q4’24 (down 5 percentage points quarter-over-quarter) sent Alphabet’s shares down in February. Both Microsoft and Alphabet cited compute capacity constraints as reasons for the more limited growth in their latest quarters. 

Bar charts showing year-over-year cloud revenue growth for AWS, Google Cloud, and Azure from 2022-2024. The headline notes "Microsoft attributes 13 points of Azure's growth to demand for AI services in latest quarter." Azure shows 31% growth in Q4 2024, Google Cloud 30%, and AWS 19%.

Expect close investor attention in 2025 to cloud revenue growth, especially as these players accelerate their infrastructure spend. AWS’ $28.8B in Q4’24 revenue was nearly on par with Amazon’s capex spend overall ($27.8B). 

Meanwhile, as cloud competition intensifies, providers are strengthening their security offerings to capture enterprise clients with stringent compliance requirements. 

Google Cloud has made notable investments in cloud security through strategic acquisitions including Wiz, Siemplify, and Mandiant. In contrast, AWS primarily leverages its partner network for security solutions, collaborating with companies like Bitdefender for endpoint security and CrowdStrike for incident response. 

Their divergent approaches represent another dimension where cloud giants are competing for enterprise wallet share, beyond just AI compute capacity.

2025 likely to bring a rebound in M&A

Tech giants have pulled back dramatically on M&A in the last few years amid the antitrust climate. But with a new US administration in office, tech giants are betting on a friendlier dealmaking environment.

Notably, Google parent Alphabet announced a $33B acquisition of cloud security firm Wiz in March — the biggest VC-backed M&A exit ever. It’s also the first billion-dollar big tech acquisition since 2023, when Microsoft’s Activision deal closed. 

In 2024, Nvidia led acquisition activity, with a focus on companies optimizing AI workloads (Run:AI, Deci, Octo AI). It’s already made 2 more acquisitions in 2025 so far: synthetic data generation startup Gretel in March; and server-renting service Lepton AI in April.

BIG TECH’S AI BETS

Get an Excel file with US tech giants’ AI investments and acquisitions since 2023.

While tech giants test the M&A waters, we also expect to see more “quasi-acquisitions” — for instance, hiring away the teams and licensing the tech of promising startups to avoid antitrust scrutiny. For example, Amazon hired robotic startup Covariant’s founders and a quarter of its staff, while licensing the company’s models, in August 2024. 

Bar chart showing the number of publicly disclosed acquisitions by big tech companies (Amazon, Apple, Google, Meta, Microsoft, and Nvidia) from Q1 2020 to Q2 2025 (as of 4/11/25). The chart shows a decline in acquisitions during 2023 (reaching a low of 1 in Q3 2023) followed by a recent uptick in 2024. The chart also highlights top acquisitions since 2024, including Alphabet's acquisition of Wiz for $33B, and Nvidia's acquisitions of Run ($700M), Deci ($300M), and OctoAI ($250M).

Nvidia accelerates AI startup investments

Nvidia has leapfrogged other big tech companies like Microsoft and Amazon in AI dealmaking. 

The chip leader’s AI startup investments nearly 5x’d between 2022 and 2023. Of course, many of its investments — like Perplexity and xAI — are in turn using its chips.  

The upswing indicates the strategic importance it’s placing on being a player in the AI startup landscape. 

Line graph titled "Nvidia's AI startup investments surge" showing the number of AI equity deals backed by big tech from 2020-2024. Nvidia shows dramatic growth of 444% since 2022, reaching 49 deals in 2024, tied with Google at 49 deals, followed by Microsoft (24) and Amazon (20).

Nvidia also takes the lead when it comes to the strength of its AI startup portfolio. According to CB Insights’ Mosaic scores — which measure private-company health and growth potential, on a scale of 0-1,000 — Nvidia’s AI investments since 2024 come out on top with an average score of 840. 

Nvidia is followed by Microsoft, with an average Mosaic score of 750 among its AI investments since 2024.

Horizontal bar chart showing "Nvidia's recent AI investments have the strongest Mosaic scores" comparing average Mosaic scores (CB Insights' metric for company health and growth potential) for AI companies backed since 2024. Nvidia leads with 840, followed by Microsoft (750), Google (717), and Amazon (710).

Physical AI in focus

Big tech is aggressively pursuing the humanoid robotics space. 

In February 2025, for example, Google joined Apptronik’s $403M Series A funding round while Meta formed a new unit under its Reality Labs hardware division to develop humanoids.

Humanoids are complicated to build and deploy, requiring substantial sensor processing, advanced control, and more.

Tech giants see this as an opportunity to flex their software muscle and deep pockets. AI breakthroughs are unlocking new robotic capabilities, allowing humanoids to complete more complex tasks in a shorter training window, with applications from industrials to healthcare. 

Table titled "Big tech lays groundwork for humanoids" summarizing investments and pilots in humanoid robotics. Amazon, Microsoft, Google, and Nvidia are shown to have internal development, investments, and partnerships, while Meta and Apple have only internal efforts. Details include specific partnerships like Amazon with Agility Robotics and SKILD AI, and Nvidia with Figure and Foxconn.

Race to own AI agents

Increasingly capable AI agents will reshape industries as we know them. 

Big tech is getting in on the ground floor — each company is developing agents or building the tooling for them. 

We expect big tech players (alongside LLM developers) to dominate general-purpose agent use cases, such as in commerce, given their distribution and infrastructure edge. Read more in our report on AI agent trends to watch.

Table titled "The AI agent arms race" showing big tech companies' involvement in AI agent development. Microsoft, Google, and Amazon have both development tooling and agent offerings, while Nvidia has only development tooling. Apple and Meta are marked as "working on it/piloting" with agent offerings. The table includes details about each company's specific AI agent products and services.

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Should enterprises adopt closed-source or open-source AI models? https://www.cbinsights.com/research/enterprise-adoption-closed-source-open-source-ai-models/ Wed, 12 Feb 2025 16:48:32 +0000 https://www.cbinsights.com/research/?p=172959 This is part 2 in our series on the generative AI divide. In part 1, we cover the open-source vs. closed-source foundation model landscape.  Open-source AI is drawing unprecedented attention from developers and enterprises, driven in part by DeepSeek’s recent …

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This is part 2 in our series on the generative AI divide. In part 1, we cover the open-source vs. closed-source foundation model landscape

Open-source AI is drawing unprecedented attention from developers and enterprises, driven in part by DeepSeek’s recent model releases.

Cost pressures and demands to improve the performance of generative AI applications are driving enterprise interest in the ecosystem as organizations seek more flexible and cost-effective alternatives to proprietary solutions. 

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The AI data center value chain: 12 high-momentum technologies powering the future of AI https://www.cbinsights.com/research/ai-data-center-value-chain-technologies/ Thu, 07 Nov 2024 16:49:59 +0000 https://www.cbinsights.com/research/?p=171975 The AI surge is resulting in a massive data center buildout, with US companies set to spend over $1T on this infrastructure in the coming years, per Goldman Sachs estimates. Big tech players Amazon, Google, Meta, and Microsoft spent $52.8B …

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The AI surge is resulting in a massive data center buildout, with US companies set to spend over $1T on this infrastructure in the coming years, per Goldman Sachs estimates. Big tech players Amazon, Google, Meta, and Microsoft spent $52.8B alone on capex in Q2’24, up 60% year-over-year thanks to AI. 

This spending is creating opportunities for growth across the AI data center value chain.

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The AI computing hardware market map https://www.cbinsights.com/research/ai-computing-hardware-market-map/ Fri, 13 Sep 2024 21:18:41 +0000 https://www.cbinsights.com/research/?p=170622 Whoever has the best computers will determine the future of artificial intelligence. Nvidia has used its experience developing graphics processing units (GPUs) — which were originally developed for applications like gaming but turned out to be rather good at AI …

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Whoever has the best computers will determine the future of artificial intelligence.

Nvidia has used its experience developing graphics processing units (GPUs) — which were originally developed for applications like gaming but turned out to be rather good at AI tasks — to become a dominant force in AI infrastructure and applications

But a host of established companies and startups are investing heavily to capture a share of the growing AI computing market. This includes building new types of chips specifically for training and running AI models, evolving traditional processors like CPUs and GPUs to better support AI workloads, and exploring novel information processing technologies such as quantum and neuromorphic computing. 

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Analyzing Apple’s AI strategy: Small models, spatial computing, and consumer-friendly AI agents https://www.cbinsights.com/research/apple-ai-strategy-partnerships-acquisitions/ Fri, 30 Aug 2024 17:11:14 +0000 https://www.cbinsights.com/research/?p=170756 Apple’s recent moves are a testament to its singular approach to AI development. Unlike big tech peers like Google and Meta, it’s largely kept its in-house model development activity out of the public eye. With a focus on the on-device …

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Apple’s recent moves are a testament to its singular approach to AI development.

Unlike big tech peers like Google and Meta, it’s largely kept its in-house model development activity out of the public eye. With a focus on the on-device user experience — and smaller models as a result — Apple is relying on external large language models (LLMs) from partners like OpenAI to round out its generative AI suite.

Using CB Insights data, we uncovered the 3 biggest strategic priorities in Apple’s AI strategy:

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Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI https://www.cbinsights.com/research/nvidia-strategy-map-partnerships-investments-acquisitions/ Thu, 20 Jun 2024 18:11:53 +0000 https://www.cbinsights.com/research/?p=169296 Nvidia, a fabless semiconductor firm, is betting its fortunes on AI.  While Nvidia initially developed its graphics processing units (GPUs) for gaming, these chips turned out to be ideal for powering AI tasks. Now, the company is focusing its efforts …

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Nvidia, a fabless semiconductor firm, is betting its fortunes on AI. 

While Nvidia initially developed its graphics processing units (GPUs) for gaming, these chips turned out to be ideal for powering AI tasks. Now, the company is focusing its efforts on providing the computing hardware — notably its A100 and H100 GPUs — and the software infrastructure required for developing generative AI applications.

Amid the generative AI rush, Nvidia has grown rapidly. In fact, it recently surpassed Microsoft and Apple to become the world’s most valuable company. To bolster its leadership position and keep ahead of AI computing competitors like AMD and Intel, Nvidia has forged relationships with companies across the AI landscape.

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Analyzing Boeing’s high-stakes bets to recover from crisis and reimagine aviation with emerging tech https://www.cbinsights.com/research/boeing-strategy-map-investments-partnerships-acquisitions/ Tue, 16 Apr 2024 17:16:50 +0000 https://www.cbinsights.com/research/?p=168412 Dark clouds loom over Boeing. The company has faced multiple high-profile incidents over the past 6 years — including crashes involving its planes and a fuselage blowout. This series of events has resulted in a decline in consumer trust, aggravated airlines, and lost sales to rival Airbus. Amid …

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Dark clouds loom over Boeing.

The company has faced multiple high-profile incidents over the past 6 years — including crashes involving its planes and a fuselage blowout. This series of events has resulted in a decline in consumer trust, aggravated airlines, and lost sales to rival Airbus.

Amid these challenges, Boeing has shaken up its corporate leadership and moved to improve its manufacturing quality. For instance, the company is exploring a reintegration with Spirit AeroSystems to help address production flaws.

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Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more https://www.cbinsights.com/research/arm-strategy-map-investments-partnerships-acquisitions/ Wed, 27 Sep 2023 20:21:03 +0000 https://www.cbinsights.com/research/?p=163309 Arm went public this month at a nearly $60B valuation in what is likely to be the biggest tech IPO of the year. In a sign of confidence, its share price surged 25% on its first day of trading. The …

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Arm went public this month at a nearly $60B valuation in what is likely to be the biggest tech IPO of the year. In a sign of confidence, its share price surged 25% on its first day of trading.

The UK-based company — a licensor of chip designs to industry leaders like Apple, Google, NVIDIA, and Samsungdominates smartphone chip architecture with a 99% market share.

However, recent years have been marked by uncertainty for the company, with a $40B acquisition by NVIDIA collapsing in early 2022. The deal faced opposition from customers like Qualcomm and Microsoft, as well as intense regulatory scrutiny.

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Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing https://www.cbinsights.com/research/amd-strategy-map-investments-partnerships-acquisitions/ Tue, 19 Sep 2023 16:54:49 +0000 https://www.cbinsights.com/research/?p=162554 A decade ago, AMD‘s prospects looked bleak. While it had gotten out of the manufacturing business by spinning off GlobalFoundries in 2009, the chip designer still faced heavy losses and was on the verge of bankruptcy. But fortunes began to …

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A decade ago, AMD‘s prospects looked bleak. While it had gotten out of the manufacturing business by spinning off GlobalFoundries in 2009, the chip designer still faced heavy losses and was on the verge of bankruptcy.

But fortunes began to improve dramatically in 2014 with the arrival of CEO Lisa Su, who has helped channel the company’s efforts toward high-growth areas like AI. Its stock price has since climbed 25x.

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How are enterprises making cloud security purchasing decisions? https://www.cbinsights.com/research/cloud-security-buyer-perspectives/ Tue, 15 Aug 2023 20:12:25 +0000 https://www.cbinsights.com/research/?p=162555 News emerged last month that Orca Security is suing its cloud security rival Wiz for patent infringement. Orca claims Wiz copied its product.  Wiz landed a $10B valuation in February just 3 years after its founding. Orca was last valued …

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News emerged last month that Orca Security is suing its cloud security rival Wiz for patent infringement. Orca claims Wiz copied its product. 

Wiz landed a $10B valuation in February just 3 years after its founding. Orca was last valued at $1.8B in 2021. 

Both are part of a group of cybersecurity startups — like Aqua Security and Lacework — that have grown rapidly with the cloud computing wave. 

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How much are CISOs spending for cloud security? https://www.cbinsights.com/research/cloud-security-vendor-pricing/ Thu, 10 Aug 2023 15:10:01 +0000 https://www.cbinsights.com/research/?p=162418 As cloud adoption accelerates, enterprises are turning to cloud security providers to secure their environments.  Private players like Wiz (founded in 2020) and Orca Security (founded in 2018) have ridden this wave to notch $10B and $1.8B valuations, respectively.  Meanwhile, …

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As cloud adoption accelerates, enterprises are turning to cloud security providers to secure their environments. 

Private players like Wiz (founded in 2020) and Orca Security (founded in 2018) have ridden this wave to notch $10B and $1.8B valuations, respectively. 

Meanwhile, cybersecurity behemoth Palo Alto Networks ($64B market cap) has acquired more than 10 companies as it built its Prisma Cloud platform and other security offerings. 

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The cloud security market map https://www.cbinsights.com/research/cloud-cybersecurity-market-map/ Fri, 28 Jul 2023 16:01:54 +0000 https://www.cbinsights.com/research/?p=161621 Enterprises working with multiple cloud vendors are now the norm — 98% of enterprises plan to or already use 2 or more cloud vendors, according to a 2022 survey by Oracle. Cloud adoption is expected to accelerate as businesses look …

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Enterprises working with multiple cloud vendors are now the norm — 98% of enterprises plan to or already use 2 or more cloud vendors, according to a 2022 survey by Oracle. Cloud adoption is expected to accelerate as businesses look to optimize costs and maintain the ability to scale their computing resources up and down quickly

These factors, along with more distributed and remote workforces, are driving the increased need for cybersecurity solutions to protect critical data and operations in cloud environments.

In the market map below, we identify 103 cybersecurity vendors addressing critical aspects of cloud security across 14 different categories. Some larger players are operating in multiple markets and offer bundled services.

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Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future https://www.cbinsights.com/research/ford-strategy-map-acquisitions-investments-partnerships/ Thu, 20 Jul 2023 21:20:06 +0000 https://www.cbinsights.com/research/?p=138112 Ford has been undergoing a major transformation. After bringing on a new CEO in 2020 and reprioritizing its investment strategy, the company has aggressively pursued plans to build an ecosystem for automated, connected, and electric vehicles. It has maintained a …

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Ford has been undergoing a major transformation.

After bringing on a new CEO in 2020 and reprioritizing its investment strategy, the company has aggressively pursued plans to build an ecosystem for automated, connected, and electric vehicles. It has maintained a dual focus on passenger and commercial markets.

At the same time, the company has experienced considerable growth. Its stock price has more than doubled over the past 3 years — and it has also watched its market cap pass that of one of its largest domestic competitors, General Motors

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Generative AI is driving interest in cloud GPU providers — here’s how the top players compare https://www.cbinsights.com/research/cloud-gpu-providers-generative-ai/ Thu, 06 Jul 2023 13:03:48 +0000 https://www.cbinsights.com/research/?p=160917 The soaring popularity of generative AI has increased demand for access to graphics processing units (GPUs), which are commonly used for running intensive AI applications. Reflecting this trend, companies in the cloud GPU market are gaining traction as enterprises look …

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The soaring popularity of generative AI has increased demand for access to graphics processing units (GPUs), which are commonly used for running intensive AI applications.

Reflecting this trend, companies in the cloud GPU market are gaining traction as enterprises look to leverage high-performance GPUs without the need for making big investments in on-premises infrastructure. 

For example, cloud GPU startup CoreWeave recently became a vendor for Microsoft to provide additional capacity for running AI applications on its Azure cloud computing platform (which includes ChatGPT-maker OpenAI as a customer).

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IBM is buying Apptio for $4.6B. What are the consolidation trends in the cloud cost optimization market? https://www.cbinsights.com/research/ibm-apptio-cloud-cost-optimization-market/ Fri, 30 Jun 2023 19:15:26 +0000 https://www.cbinsights.com/research/?p=161069 IBM’s $4.6B acquisition of Apptio — which offers cloud cost optimization solutions — is the company’s sixth acquisition this year and its fourth largest M&A deal ever.  The cloud cost optimization market has seen 7 acquisitions since the beginning of …

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IBM’s $4.6B acquisition of Apptio — which offers cloud cost optimization solutions — is the company’s sixth acquisition this year and its fourth largest M&A deal ever. 

The cloud cost optimization market has seen 7 acquisitions since the beginning of 2020 as consolidation gathered pace. We use CB Insights data to analyze the M&A trends in space and how Apptio’s deal compares to others by looking at:

  • Cloud cost optimization funding
  • Apptio’s valuation & acquisitions
  • Revenue multiples

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Where the AWS Generative AI Accelerator is placing its bets across 7 industries https://www.cbinsights.com/research/aws-generative-ai-accelerator-investment-strategy/ Tue, 27 Jun 2023 13:00:06 +0000 https://www.cbinsights.com/research/?p=160485 Amazon Web Services (AWS) is wanting to nurture a generative AI (genAI) ecosystem — with its cloud computing platform at the center. It just announced plans to invest $100M to help companies make use of genAI and also recently launched …

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Amazon Web Services (AWS) is wanting to nurture a generative AI (genAI) ecosystem — with its cloud computing platform at the center.

It just announced plans to invest $100M to help companies make use of genAI and also recently launched a 10-week accelerator program focused on supporting generative AI startups. 

The startups selected for its first cohort are aiming to solve challenges like healthcare burnout, illiteracy, and streamlining tedious employee tasks. Participating startups receive $300K in AWS credit to help develop and run their genAI models.

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Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing https://www.cbinsights.com/research/nvidia-strategy-map-investments-partnerships-acquisitions/ Fri, 14 Apr 2023 18:36:58 +0000 https://www.cbinsights.com/research/?p=157773 NVIDIA, a fabless firm that designs chips manufactured by others, has become the largest semiconductor company in the world. Its market capitalization hovers just below $700B. This achievement is partly attributed to its pioneering work in accelerated computing, which uses …

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NVIDIA, a fabless firm that designs chips manufactured by others, has become the largest semiconductor company in the world. Its market capitalization hovers just below $700B.

This achievement is partly attributed to its pioneering work in accelerated computing, which uses specialty hardware to complete demanding software tasks much faster than previously possible.

Initially, this effort was primarily focused on gaming — but NVIDIA’s development of parallel processing in 2006 paved the way for new capabilities in scientific and research applications. This breakthrough allowed multiple computations at a given time instead of sequentially, resulting in much faster processing speeds.

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How Amazon, Microsoft, and Google are supporting Web3 and blockchain development https://www.cbinsights.com/research/amazon-microsoft-google-web3-blockchain-developments/ Tue, 20 Dec 2022 23:39:03 +0000 https://www.cbinsights.com/research/?p=154767 Cloud computing — a process of storing and accessing data and computing services over the internet — is one of the biggest revolutions in the history of the internet. It allows computing services (including servers, storage, databases, networks, software, analytics, …

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Cloud computing — a process of storing and accessing data and computing services over the internet — is one of the biggest revolutions in the history of the internet. It allows computing services (including servers, storage, databases, networks, software, analytics, and intelligence) to be delivered through the internet wherever and whenever they are needed. Globally, enterprises are swiftly adopting cloud computing services, especially after the Covid-19 pandemic, to reduce costs, mitigate risks, and achieve higher scalability. For example, Amazon’s sales of its cloud platform Amazon Web Services recorded a year-on-year growth of 37% to reach $62.2B in 2021, compared with 30% in 2020.

Although cloud computing provides significant benefits in the form of reduced hardware and maintenance costs, flexibility, and greater global reach and scalability, privacy and security continue to be key drawbacks deterring its wider adoption. Therefore, to overcome these key concerns, enterprises are considering integrating cloud computing with blockchain, which is popular for attributes such as security, decentralization, and transparency.

In this article, we’ll look at the cloud services that are offered by Amazon, Microsoft, and Google, and we will examine how these companies are delving into Web3/blockchain development through their cloud services.

Major tech giants and their cloud service offerings

While there are several cloud service providers globally, in this article, we focus on these three major tech giants, as they collectively account for most of the global cloud computing market. According to US-based Synergy Research Group, together, AmazonGoogle, and Microsoft accounted for 65% of the global cloud infrastructure market (outside China) in Q1’22. Amazon accounted for one-third of the total market share followed by Microsoft (22%) and Google (10%).

Amazon Web Services

Amazon Web Services (AWS) is a cloud services platform offered by Amazon.com. AWS is the global leader in the cloud computing business, offering a variety of services, including computing, storage, and databases for emerging technologies such as machine learning and artificial intelligence. It caters to the needs of startups, large enterprises, and leading government agencies.

AWS started as an internal cloud offering but has emerged as a publicly available cloud platform that is highly reliable, scalable, and low-cost, fueling businesses in 190 countries globally. Some of its key cloud services include Amazon EC2, Amazon Simple Storage Service, Amazon Aurora, Amazon DynamoDB, Amazon RDS, AWS Lambda, Amazon Virtual Private Cloud, Amazon Lightsail, and Amazon SageMaker.

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Microsoft Azure

Microsoft Azure, formerly known as Windows Azure, is the second-largest cloud platform after AWS, used by over 95% of Fortune 500 companies. It provides a wide array of solutions tailored to different industries, including retail, financial services, gaming, manufacturing, healthcare, and media and entertainment.

It offers cloud services in four different forms, including infrastructure as a service (IaaS), platform as a service (PaaS), software as a service (SaaS), and serverless. Some of its popular products are Azure SQL, Azure Cosmos DB, Azure DevOps, Azure Backup, Microsoft Defender for Cloud, Azure Kubernetes Service, Azure Cognitive Services, Azure Arc, Azure Quantum, Azure Functions, App Service, Azure Virtual Desktop, and Virtual Machines.

The adoption of Microsoft Azure is increasing because it is becoming the preferred choice for organizations that already use Microsoft products. By offering tailored solutions, Microsoft-centric enterprises are able to switch to a cloud or hybrid-cloud environment very smoothly. In addition, companies with a Microsoft Enterprise Agreement are also offered discounts on licensing for Azure. Apart from Windows-based services, Azure also supports open-source languages, technologies, and platforms.

Google Cloud Platform

The Google Cloud Platform (GCP) is Google’s cloud offering. Initially launched to support its own services, such as Google Search and YouTube, it was later expanded to offer enterprise services. At present, the platform offers over 150 services, spanning computing, networking, storage, and data analytics among others.

While GCP is the smallest of the three, it is growing at a rapid pace by providing robust integrations with open-source projects and third-party services. Some of its featured products are Compute Engine, Cloud Storage, Cloud SDK, Cloud SQL, Google Kubernetes Engine, BigQuery, Cloud CDN, Dataflow, Operations, Cloud Run, and Anthos.

The following table highlights the key differences between these three cloud service providers.

Blockchain/Web3-based offerings from Amazon, Microsoft, and Google

Let us look at what these companies are doing in this space.

Amazon: AWS announced the general availability of its Amazon Managed Blockchain (AMB) service in April 2019. The service makes it easy to join public blockchain networks or create and manage scalable private blockchain networks using open-source frameworks. While the service initially supported the Hyperledger Fabric framework, it later launched Ethereum support in March 2021.

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Some of the customers of Amazon Managed Blockchain are Singapore Exchange, OpenZeppelin, Nestlé, Curvegrid, Compound, Healthdirect, and Liberty Mutual.

AMB makes it easy for customers to cost-effectively create and manage secure blockchain networks. Customers simply choose their preferred framework (Hyperledger Fabric or Ethereum), add network members, select member nodes that process transaction requests, and deploy their applications. AMB handles the rest, including creating a blockchain network and configuring the software, security, and network settings.

Other blockchain-related services offered by AWS include Amazon Quantum Ledger Database (QLDB), a fully managed ledger database that provides customers with a centralized ledger, offering immutable, transparent, and cryptographically verifiable transaction logs for auditing and record-keeping purposes. In addition, AWS also offers over 70 blockchain partner solutions on the AWS Marketplace.

Microsoft: Azure Blockchain Service, Microsoft’s fully managed blockchain service, was launched in May 2019. However, the company retired Azure Blockchain Service in September 2021. Following this, the firm started offering Quorum Blockchain Service (QBS), a managed blockchain service, in collaboration with blockchain-technology provider ConsenSys. QBS runs as a managed application from customers’ Microsoft Azure accounts and can be easily deployed from the Azure Marketplace. QBS allows enterprises to configure, deploy, and manage blockchain networks.

Other blockchain-related products offered by Microsoft include Azure SQL Database Ledger, which incorporates the cryptographic patterns used in blockchains to make information in databases tamper-proof. Microsoft is also offering Azure Confidential Ledger in a preview stage. The service provides a managed and decentralized ledger for data entries powered by a consensus-based blockchain.

Google Cloud Platform: At present, Google Cloud does not offer any blockchain services. Instead, it offers tools and infrastructure services to Web3 companies. Its Web3 solutions, including Virtual Private Cloud, Google Cloud KMS, Firebase, Google Kubernetes Engine, Cloud Run, and Spanner, are being used by several Web3 and blockchain companies, such as Dapper LabsHederaSolanaBlockdemon, and Theta Labs.

Recent developments with respect to blockchain/Web3 support provided by these three giants

New partnerships scale up their businesses further :

Cloud service providers are partnering with blockchain and Web3 companies to scale up their businesses further. In October 2022, Google Cloud partnered with Near Protocol, a decentralized application platform, to provide infrastructure for Near’s Web3 startup platform, Pagoda. In September 2022, a similar partnership was initiated with Binance’s smart contract blockchain platform BNB Chain, enabling BNB Chain ecosystem participants to access Google Cloud services.

In January 2022, Google Cloud collaborated with TickerPlant, a leading content provider, to further develop TickerPlant’s CryptoWire ecosystem by leveraging Google Cloud’s data infrastructure, data analytics, machine learning, and artificial intelligence services. In June 2022, Google Cloud expanded its partnership with blockchain data analytics platform Nansen to further enhance Nansen’s data management capabilities. As part of the partnership, Nansen will leverage Google Cloud’s services to present its customers with a consolidated view of their portfolios across multiple Web3 native wallets.

Furthermore, in September 2022, Google Cloud partnered with Sky Mavis, a technology-focused game studio, to operate as a validator for the blockchain gaming network. Google Cloud will contribute to the overall security and governance of the network by running and overseeing a validator node. During the same month, Google Cloud partnered with Fortress Blockchain Technologies for the launch of The Fortress Vault, a nonfungible token database solution built on Google Cloud’s infrastructure.

Continued investments in Web3 platforms by Microsoft:

In September 2022, decentralized Web3 data platform Space and Time raised $20M in a strategic funding round led by Microsoft’s venture fund M12. On a similar note, Microsoft was among the lead investors in the $450M funding round of blockchain software technology company ConsenSys.

In August 2022, Microsoft provided a grant to StarHeroes, a blockchain-based Web3 game. The game was also provided access to Microsoft’s Azure PlayFab, a backend platform for building and operating live games.

Creation of new business units and dedicated teams by Google:

Google is forming new business units and teams to augment the services it provides the emerging blockchain and Web3 space. For instance, in January 2022, Google Cloud set up a dedicated Digital Assets Team to support its customers in building, transacting, and storing value and deploying new products and services on blockchain-based platforms. In May 2022, Google Cloud created a Web3 team to build services that help Web3 developers.

Launch of products and services:

In October 2022, Google partnered with Coinbase to enable some of its cloud computing clients to make payments in cryptocurrencies, starting from early 2023. This will enable Google to target crypto and Web3 companies that wish to make and accept payments in cryptocurrencies. As part of the partnership, Google will also explore Coinbase Prime’s service for cryptocurrency assets management.

In September 2022, Amazon was selected as one of five strategic partners by the European Central Bank for the launch of the digital Euro. The company will offer infrastructure support for the digital Euro app. Meanwhile, in January 2022, AWS announced support for Hyperledger Fabric v2.2, which comes with advanced chaincode management and data-sharing features.

Integration of blockchain and cloud computing — a win-win solution for both industries

The cloud computing and blockchain industries observed robust growth over the past few years due to the growing demand by businesses for cost-effective, highly scalable, secure solutions.

Let us consider a use case and see how blockchain solutions reduce the complexities of a traditional method of letter of credit (LC) transaction With respect to cloud services. An LC is a promissory note used in international trade, which ensures that the payment is made once all the transaction conditions are met. In general, an LC involves several parties checking the same documents several times throughout the transaction period. In a bid to overcome these inefficiencies and bottlenecks, Capgemini has produced a solution that is based on Amazon Managed Blockchain and other AWS services. The blockchain-based solution reduces the LC processing time from a few days to a few hours. The shared, decentralized ledger allows parties to access the documents and make updates in real time, eliminating the need for emailing, faxing, and mailing processes that characterize traditional procedures.

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Cloud Security RFP Vendor Shortlist: Which vendors should you invite to your RFPs and vendor evaluations? https://www.cbinsights.com/research/report/yardstiq-rfp-list-cloud-security/ Mon, 05 Dec 2022 21:47:44 +0000 https://www.cbinsights.com/research/?post_type=report&p=153730 If you’re evaluating cloud security providers, this RFP Vendor Shortlist will highlight who to invite to your requests for proposals (RFPs) and vendor evaluations based on who your peers are inviting.   We mined Yardstiq’s interviews with software buyers as well …

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If you’re evaluating cloud security providers, this RFP Vendor Shortlist will highlight who to invite to your requests for proposals (RFPs) and vendor evaluations based on who your peers are inviting.  

We mined Yardstiq’s interviews with software buyers as well as vendors’ submitted Analyst Briefings and used these proprietary insights to map the cloud security landscape and help you quickly build your RFP vendor shortlist.

The Cloud Security RFP Vendor Shortlist features RFP insights on 11 vendors including:

download the rfp builder: cloud security

RFP Vendor Shortlist: Cloud Security

Dig deeper into these players with our Cloud Security Vendor Scorecard.

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8 questions to help you choose the right cloud security vendor https://www.cbinsights.com/research/report/cloud-security-buyers-scorecard/ Wed, 28 Sep 2022 21:06:20 +0000 https://www.cbinsights.com/research/?post_type=report&p=149319 We mined Yardstiq’s interviews with software buyers to understand the decision criteria they use when evaluating cloud security solutions.  Download the buyer’s guide to see our overview of this software category and the questions you should be asking, from pricing …

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We mined Yardstiq’s interviews with software buyers to understand the decision criteria they use when evaluating cloud security solutions. 

Download the buyer’s guide to see our overview of this software category and the questions you should be asking, from pricing to integration.

Buyers interviewed for this report include: 

  • VP of Information Security, Fortune 500 corporation
  • Former CISO, media group with $1B+ market cap
  • Principal VP and CTO, Big Four subsidiary
  • CISO, $1B+ valuation fintech

Download the Buyer’s Guide: Cloud Security Report

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Top cloud security companies — and why customers chose them https://www.cbinsights.com/research/report/vendor-ratings-cloud-security-scorecard/ Mon, 26 Sep 2022 20:37:27 +0000 https://www.cbinsights.com/research/?post_type=report&p=149182 We mined Yardstiq’s interviews with software buyers to understand their views on cloud security solutions. Download our scorecard to quickly compare the following vendors. To read the interview transcripts for each solution, reserve your Yardstiq subscription here. Aqua Security  Lacework …

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We mined Yardstiq’s interviews with software buyers to understand their views on cloud security solutions.

Download our scorecard to quickly compare the following vendors. To read the interview transcripts for each solution, reserve your Yardstiq subscription here.

Other cloud security vendors mentioned by buyers of these solutions include:

Download the Vendor Scorecard: Cloud Security 

See what cloud security clients had to say about win reasons, use cases, pricing models, overall satisfaction scores, and more.

For more firsthand insights from the world’s largest network of software buyers, reserve your Yardstiq subscription here. 

Yardstiq is powered by CB Insights.

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Analyzing Microsoft’s growth strategy: How the OS titan is building a new foundation for healthcare https://www.cbinsights.com/research/microsoft-strategy-map-acquisitions-investments-partnerships/ Wed, 17 Aug 2022 17:17:44 +0000 https://www.cbinsights.com/research/?p=147506 Microsoft is one of the biggest software companies in the world, with a market cap sitting around $2T. While its main products are the Windows OS, productivity software, and the Azure cloud, it’s slowly been increasing its presence in healthcare. …

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Microsoft is one of the biggest software companies in the world, with a market cap sitting around $2T. While its main products are the Windows OS, productivity software, and the Azure cloud, it’s slowly been increasing its presence in healthcare.

Download the Vendor Scorecard: Cloud Security 

See what cloud security clients had to say about win reasons, use cases, pricing models, overall satisfaction scores, and more.

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