In a recent letter to Andy Jassy, the CEO of Amazon Web Services (AWS), the author praised the company’s first-quarter performance, particularly highlighting the impressive growth of AWS and its focus on helping customers navigate the AI revolution. However, the author raised a crucial issue regarding AWS’s reluctance to provide multi-cloud access to the Oracle database, despite competitors such as Microsoft and Google Cloud establishing partnerships with Oracle to offer enhanced services to customers without leaving their respective cloud environments.
Microsoft CEO Satya Nadella emphasized the positive impact of the Oracle@Azure partnership on Microsoft’s Azure revenue, stating that the collaboration attracted new customers with significant Oracle legacies who had not yet migrated to the cloud. Similarly, Google Cloud forged a partnership with Oracle to launch the Oracle Database@Google Cloud Service, showcasing the benefits of multi-cloud collaborations in the competitive cloud market.
The author questioned AWS’s hesitation to follow suit and leverage Oracle’s multi-cloud advancements to enhance customer experiences and drive revenue growth, especially in light of Microsoft’s success with the Oracle partnership. While acknowledging potential personal and strategic conflicts with Oracle, the author argued that the business benefits of embracing multi-cloud partnerships with Oracle outweigh the challenges, as demonstrated by Microsoft and Google Cloud’s achievements in this area.
The letter highlighted the rapid growth of Oracle Cloud Infrastructure (OCI) and the increasing competition between AWS and Oracle in the cloud market. Despite Larry Ellison’s public criticism of AWS and the competitive landscape, the author urged AWS to consider the significant revenue opportunities and customer benefits that could result from collaborating with Oracle on multi-cloud services.
Quoting Andy Jassy’s remarks on AWS’s strong partner ecosystem, the author emphasized the importance of delivering greater value to customers through strategic partnerships, as demonstrated by Microsoft and Google Cloud’s willingness to prioritize customer needs over competitive interests. The letter called on AWS to reassess its stance on multi-cloud collaborations with Oracle and explore opportunities to enhance customer experiences and drive business growth in the evolving cloud market landscape.
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