MasterSquirrel3428 How do the four companies’ cloud business strategies differ from…How do the four companies’ cloud business strategies differ from each other?Who will be the cloud winner in the battle for worldwide market share in 2025? Who will be the winner in Southeast Asia? Why?What are the specific challenges for Alibaba, given the technological and political environment it faces? What are the problems faced by Alibaba in the Western world due to these challenges?If you could invest $1 million in each company’s cloud business (only), how would you allocate your investment?What are the potential synergies of the cloud business with each company’s non-cloud business? How do they differ?Image transcription textIN1658 INSEAD The Business School for the World Case StudyCloud Wars Go Global: How Amazon, Microsoft, Google andAlibaba Compete in Web Services aws Microsoft Azur… Show more… Show moreImage transcription textINSEAD The Business School for the World” “At AWS,we keep a close eye on our competitors, but we are obsessed withour customers…Many large technology vendors are no… Show more… Show moreImage transcription textINSEAD The Business S for the World* Finally, the cloud givesaccess to the latest technologies and greater security at a lowerinitial cost as most apps and programmes come with fl… Show more… Show moreImage transcription textINSEAD The Business School for the World* systems/processesand “the rest” that had migrated less than 5%.4Meanwhile the race continued to heat up, with AWS, … Show more… Show moreImage transcription textINSEAD The Business School for the World* Figure 3:Cloud-Enabling Technology Market – Growth Rates by Region(2019-2024) Regional Growth Rates High Mid Low So… Show more… Show moreImage transcription textINSEAD The Business School for the World” Figure 4:Largest Companies by Market Cap (2019) Microsoft Big facebookBe C $1,050B Alibaba.com VISA Tech Era $920B $546… Show more… Show moreImage transcription textINSEAD The Business School for the World* Figure 5: AmazonRevenue and Segments, Q2 2018 vs Q2 2019 Q2 2018 Q2 20197+14% amazon $31.1b $27.2b 7+23% 71+37% 71 +3… Show more… Show moreImage transcription textINSEAD The Business School for the World* were $5.3 billion. In2019, AWS reported revenues of $35 billion, a 37% increase over2018. Despite its dominance in the $107 billion cloud … Show more… Show moreImage transcription textINSEAD The Business School for the World Alibaba Cloud AlibabaCloud, also known as Aliyun (‘yun’ means cloud in Chinese) wasestablished as a subsidiary of the Alibaba Group in 20… Show more… Show moreImage transcription textmanagement. Additional functionality included powerful GraphicsProcessing Unit (GPU) instances for Machine Learning workloadsand more database services than its competitors. Ama… Show more… Show moreImage transcription textINSEAD The Business School for the World* Figure 6: EcosystemsOffered by Top Cloud Players facebook amazon Microsoft GoogleTencentlil Baidu Yandex Desktop OS Google Smartph… Show more… Show moreImage transcription textPreparation Questions The following questions may be useful toprepare for class discussion: 1. How do the four companies’ cloudbusiness strategies differ from each other? 2. Who do … Show more… Show more BusinessBusiness – Other