Deutsche Bank estimates Google Cloud Platform (GCP) has a $750M revenue run-rate estimate today.
The combined revenues of AWS, Microsoft Azure, and GCP are still less than $15B for a market penetration of just 1%-2% of the Total Available Market (TAM).
During the 2Q16 call, Google called out Cloud as the primary driver of the re-accelerating growth for Licensing and Other revenue, the first time the business has been called out in pole position.
Recent Orbitera and Apigee acquisitions underscore Google’s new focus and aggressiveness to grow GCP. Google has spent $1B+ on Cloud M&A over the past 12 months.
Deutsche Bank predicts GCP is preparing a series of new product announcements in September to strengthen their customer-facing roadmap further.

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It’s official, when the 2017 Chevrolet Bolt EV goes on sale in the next few months, it will be the first sub-$40,000 electric car with an EPA estimated range of more than 200 miles. Over the past year, GM engineers and executives have been strongly hinting that the range would in fact be significantly more than 200 miles. The EPA has finished their number crunching and the Bolt EV will carry a range estimate of 238 miles on the window sticker.

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Heralded by the World Bank as a development success story, Vietnam recently entered the lower middle-income bracket which has also increased the demand for quality of consumer goods. 

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Apple most exciting upgrades are saved for the iPhone 7 Plus…

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“Microsoft Monday” takes a look back at the past week of news related to Microsoft. This week, “Microsoft Monday” includes details about a Sprightly update for Android, Xbox Live topping the PlayStation Network in speed tests, rumors about iMac rivals coming, Skype taking on Slack, the Lumia brand reportedly phasing out and more! 
Microsoft Sprightly For Android Now Has Video Magazine Support

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“Microsoft Monday” takes a look back at the past week of news related to Microsoft. This week, “Microsoft Monday” includes details about a Sprightly update for Android, Xbox Live topping the PlayStation Network in speed tests, rumors about iMac rivals coming, Skype taking on Slack, the Lumia brand reportedly phasing out and more! 
Microsoft Sprightly For Android Now Has Video Magazine Support

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Nvidia is launching new GPUs and software for more efficient deep learning inferencing, an area that Intel currently dominates.

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A look into recent acquisitions by Japan?s Rakuten and China?s Tencent and Alibaba to find out how their deals have been structured and what potential there is for more deals in Southeast Asia.

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