The Oracle and Amazon mud-slinging shows no signs of slowing down. Amazon Web Services (AWS) has claimed its consumer businesses are now fully off Oracle’s data warehouse, with the vast majority of critical system databases running on its own solution by the end of the year.
The source comes right from the top; writing on Twitter, CEO Andy Jassy said Amazon’s consumer arm turned off Oracle on November 1 and moved to Redshift, Amazon’s equivalent data warehousing tool.
Oracle, and in particular co-founder and CTO Larry Ellison, has been taking sideswipes at all things AWS for almost as long as they have been in the cloud game. As this publication put it last month for the Oracle OpenWorld keynote: “Oracle’s autonomous database is certainly Ellison’s favourite topic right now – but bashing the biggest player in cloud infrastructure must rank a close second.”
Increasingly, Ellison had been telling customers, analysts, and anyone else who would listen of the irony that AWS was still a major Oracle customer. Back in December, following the company’s Q2 2018 results, questions turned to customers moving off the platform. Ellison said: “Let me tell you who’s not moving off of Oracle – a company you’ve heard of that gave us another $50 million this quarter. That company is Amazon.
“Our competitors, who have no reason to like us very much, continue to invest in and run their entire business on Oracle.”
Similarly, Oracle’s much-vaunted autonomous database technology makes Amazon look distinctly second best, according to Ellison. At OpenWorld, the Oracle CTO called Amazon’s upcoming offering ‘semi-autonomous’ and described it as akin to a ‘semi-self-driving car.’ “You get in, you drive, and you die,” he told attendees.
Amazon CTO Werner Vogels added to Jassy’s remarks. Writing again on Twitter, Vogels said the company had “moved on to newer, faster, more reliable, more agile, more versatile technology at lower cost and higher scale.”
Vogels had previously taken to Twitter to claim a CNBC article which alleged Amazon’s moving off Oracle caused a debilitating Prime Day outage was inaccurate. The Amazon CTO refuted the article’s accuracy, claiming the internal document from which the story was based was from an unrelated issue. “Clickbait won,” he wrote.
According to the most recent figures from industry watcher Synergy Research, AWS continues to dominate the market holding more than a third (34%) of total share. Microsoft Azure remains a clear second player with 14% of the market, with Google (7%), IBM (7%) and Alibaba (4%) rounding off the top five. The analyst firm noted that while growth rates were starting to plateau, growing at 100% when reaching massive scale was not an option. More importantly, these companies are all still growing and all still increasing market share.
For now, two events later this month will make for interesting viewing from AWS’ side. Black Friday will give Amazon a chance to show off how good its data warehouse is – with hopefully no Prime Day-esque outages to fuel the fire – while AWS re:Invent kicks off in two weeks’ time. Jassy tweeted that his keynote would ‘squeeze four hours of content into less than three.’ Expect a couple of barbed comments about a certain Redwood-based company to still make the cut, though.
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