-Oracle's (NASDAQ:ORCL) Larry Ellison fired a shot across Amazon's (NASDAQ:AMZN) bow Sunday evening, declaring that with the release of Oracle's second generation IaaS data centers, "Amazon's lead is over."
-The Seattle-based company is currently considered the leader in cloud computing.
-Earlier this year, Morgan Stanley estimated Amazon Web Services generated $7.9B in sales in 2015, nearly 8x as much as Microsoft's Azure, the second largest IaaS player.
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"In aggregate the big four grew their cloud infrastructure service revenues 68 percent in Q2, while the next 20 largest cloud providers grew by 41 percent and all other smaller providers grew by 27 percent," the company said. "The market as a whole grew by 51 percent. Amazon remains in a league of its own, almost three times the size of its nearest competitor and with a clear lead in all major regions and most segments of the market. Meanwhile Microsoft and Google can point to substantially higher growth rates, while IBM continues to feature strongly thanks primarily to its leadership in the hosted private cloud segment."