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242 points panrobo | 1 comments | | HN request time: 0.238s | source
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jsnell ◴[] No.42055205[source]
I don't know that 37Signals counts as a "major enterprise". Their Cloud exodus can't have been more than a few dozen servers, right?

Meanwhile AWS is growing at 20%/year, Azure at 33% and GCP at 35%. That doesn't seem compatible with any kind of major cloud repatriation trend.

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WaxProlix ◴[] No.42055237[source]
How much of that is what technologists would consider "cloud" (IAAS, PAAS) versus what someone on the business side of things would consider "cloud" - office365, google gsuite, etc?
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1. jsnell ◴[] No.42055382[source]
For Azure, all of it. Microsoft clumps Azure together with their server software (e.g. Windows Server, SQL Server) licensing when reporting the revenue, but give more fine-grained information on growth rates. This is the latter. (We also know the Azure business was already massive at $34 billion in 2022, since it got revealed during one of Microsoft's ongoing antitrust cases.)

For Google, I'm not aware of a reliable way of estimating the GCP vs. Workspace numbers. But they get asked it during earnings calls, and the answer has always been that the GCP growth is substantially faster than the Workspace growth.