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[entremet]

The battle between the King Kong and Godzilla of retail has moved into the cloud.

Wal-Mart Stores Inc. (WMT) is telling some technology companies that if they want its business, they can't run applications for the retailer on Amazon.com Inc.'s (AMZN) leading cloud-computing service, Amazon Web Services, several tech companies say.

Amazon's rise as the dominant player in renting on-demand, web-based computing power and storage has put some competitors, such as Netflix Inc., in the unlikely position of relying on a corporate rival as they move to the cloud.

Wal-Mart, loathe to give any business to Amazon, said it keeps most of its data on its own servers and uses services from emerging AWS competitors, such as Microsoft Corp.'s Azure (MSFT)

Wal-Mart uses some tech vendors' cloud apps that run on AWS, said Wal-Mart spokesman Dan Toporek. He declined to say which apps or how many, but acknowledged instances when Wal-Mart pushed for AWS alternatives.

http://www.foxbusiness.com/features/2017/06/21/wal-mart-to-vendors-get-off-amazons-cloud.html

Gonna be heating up as Amazon expands. Both companies had some big acquisitions of late--Whole Foods for Amazon and Bonobos for Walmart.

Walmart is known for flexing its clout.

 

[Lowmelody]

Wew that's some 80's Nintendo strats there.

 

[LinkAndEpona]

Vendors that ditch Amazon would get replaced by imitators and already do anyway.

 

[ElFly]

hope amazon answers by lowering prices on AWS

 

[akileese]

This is not a battle that Wal-Mart is going to win.

 

[platakul]

At this point I assume the entire net is in on AWS

 

[Gentleman Jack]

This is not a battle that Wal-Mart is going to win.

You sure about that? Microsoft doesn't exactly suck at luring business their way, and are more than happy to negotiate a deal for people who want to migrate away from aws.

 

[Somnid]

Wew that's some 80's Nintendo strats there.

Unfortunately for Walmart you have to be winning for this to work. Who's going to pivot their whole company to a different cloud provider for just one customer unless their whole business was based around having Walmart as a customer (which I'm guessing is who this targets)?

 

[antibolo]

At this point I assume the entire net is in on AWS

A good deal of it is.

A few months ago AWS had an outage for a few hours and so many things on the Internet stopped working, it was legit scary.

 

[#sorrynotsorry]

This is not a battle that Wal-Mart is going to win.

AWS is ahead but it's not offering things a competitor necessarily couldn't. Like Microsoft. And losing Walmart business would be a huge deal.

 

[rpmurphy]

Walmart vs Amazon? lol let them fight.

 

[yanipheonu]

Yeah that free market sure can be cruel sometimes ¯_(&#12484_/ ¯

Classic capitalist hypocracy.

 

[Aureon]

Is this shit even legal?

 

[HammerOfThor]

They'll just move to MS, at which point Amazon will lower prices, them MS will too.

Good for developers.

 

[RSTEIN]

Unfortunately for Walmart you have to be winning for this to work. Who's going to pivot their whole company to a different cloud provider for just one customer unless their whole business was based around having Walmart as a customer (which I'm guessing it who this targets)?

Yeah, fuck this one customer.

 

[uncredited male]

First big box video games. Today the cloud. Tomorrow our souls.

 

[Duxxy3]

This is not a battle that Wal-Mart is going to win.

No, but Microsoft might.

 

[Deleted member 20415]

I hate Wal-mart, both a boon and a bane to my clients. Often you don't get away from a sales or earnings report that shows high sales, yet lower margins because Wal-Mart just SQUEEZES everything, and doesn't give a fuck.

They indirectly pay my rent, of that I am keenly aware, but I will continue to not shop with them - they are an organized crime front, masking as a friendly discount store.

 

[hanspampel]

At this point I assume the entire net is in on AWS

just 12.2bn revenue for AWS the last year
Global Cloud market is already above above $150bn

 

[captive]

Wal-Mart, loathe to give any business to Amazon, said it keeps most of its data on its own servers and uses services from emerging AWS competitors, such as Microsoft Corp.'s Azure (MSFT)

emerging? lol Azure's been a round for a while and is in 'leaders' quadrant for most of its services according to Gartner.

but thats pretty ballsy of wal-mart to flat out tell people that. How would they even know if they're using AWS or azure?

 

[Syraxith]

No, but Microsoft might.

Compared to AWS and Google cloud services, not at all likely. This is coming from someone who currently swears by .NET.

 

[Somnid]

just 12.2bn revenue for AWS the last year
Global Cloud market is already above above $150bn

AWS I believe is bigger than the next 10 cloud providers combined, so a lot of people are overpaying.

 

[hanspampel]

AWS I believe is bigger than the next 10 cloud providers combined, so a lot of people are overpaying.

the next 10 combined?
Microsoft as second is already very close

and whenever something like this is said, people need to define "cloud"
SaaS only,
PaaS and IaaS
all combined.

ERP, CRM, Collaboration, Storage, Office cloud solutions

 

[derder]

Interesting. Now that Amazon just entered the retail/grocery space, they have tipped the hands of their new competitors.

I've worked with Walmartlabs and they do some pretty cool stuff.

 

[Lucumo]

hope amazon answers by lowering prices on AWS

Won't be happening.

 

[captive]

Compared to AWS and Google cloud services, not at all likely. This is coming from someone who currently swears by .NET.

what are you talking about? Google isn't even on the radar. Its AWS Azure and then a bunch of also rans.

https://www.onmsft.com/news/microso...drants-including-cloud-infrastructure-service

 

[ElFly]

AWS I believe is bigger than the next 10 cloud providers combined, so a lot of people are overpaying.

at least IBM's cloud is hella overpriced in some products. I was actually surprised that their version of serverless functions is priced equivalently to AWS's lambda

which tells me that Lambda itself is overpriced

Azure is prolly the most serious and competent competitor to AWS. everyone else is behind technically, or in price, or in services offered or other stuff

 

[Username1198]

First big box video games. Today the cloud. Tomorrow our souls.

Amazon stole my soul with two day shipping. It's already over for me.

 

[Somnid]

the next 10 combined?
Microsoft as second is already very close

and whenever something like this is said, people need to define "cloud"
SaaS only,
PaaS and IaaS
all combined.

ERP, CRM, Collaboration, Storage, Office cloud solutions

Public IaaS and PaaS. Looks like that was in 2015 (and I was wrong it was the next 14). Azure has grown quite bit, this was the latest I could find which shows they are probably still bigger than the next 6 or 7 combined): https://www.channele2e.com/channel-...arket-share-2017-amazon-microsoft-ibm-google/

But no, Azure is not a close second, AWS's share is many times larger. Most SaaS is build on top of AWS so it would be weird to count that separately.

 

[ReAxion]

seems petty from the top. from the bottom, looks like greek gods fighting.

 

[Cymbal Head]

Hey hey you you get off of their cloud

 

[ElFly]

Won't be happening.

aw man

I could do with lower payments for nano and micro instances

and nano instances for ECS. services don't need a whole GB! they can do just fine with 512MB

 

[hanspampel]

Public IaaS and PaaS. Looks like that was in 2015 (and I was wrong it was the next 14). Azure has grown quite bit, this was the latest I could find which shows they are probably still bigger than the next 6 or 7 combined): https://www.channele2e.com/channel-...arket-share-2017-amazon-microsoft-ibm-google/

But no, Azure is not a close second, AWS's share is many times larger. Most SaaS is build on top of AWS so it would be weird to count that separately.

Our total commercial cloud revenue, which primarily comprises Office 365 commercial, Azure, Dynamics Online, and other cloud properties, was $9.5 billion, $5.8 billion, and $2.8 billion in fiscal years 2016, 2015, and 2014, respectively. These amounts are included in their respective product categories in the table above.

this is what i'm talking about
if you talk about Azure only vs total AWS you're right they're not close yet
if you talk about total Microsoft cloud including commercial Office and Dynamics 365 (cloud SaaS), they're very close

for the same period, total AWS made $9.95bn


edit:
the next 13, not 14
14 is including AWS

 

[entremet]

Is this shit even legal?

They're probably not putting anything in writing and covering their tracks well. Big companies with clout are experts at this stuff.