This earnings season is already showing that capital spending from cloud giants remains far stronger than spending from traditional carriers. (thestreet.com)
But Dell Technologies — like HPE, IBM (ibm), Microsoft (msft), and other legacy tech powers — increasingly face off against public cloud giant Amazon Web Services (amzn). (fortune.com)
Should this plan work as promised, it could help Google win corporate users to its cloud, which is seen as a distant third to public cloud giant Amazon (amzn) and Microsoft Azure. (fortune.com)