Wal-Mart is reportedly telling its tech vendors to leave Amazon's cloud

[DevTech]

http://www.cnbc.com/2017/06/21/wal-mart-is-reportedly-telling-its-tech-vendors-to-leave-amazons-cloud.html

Quote

 

The big-box retailer is reportedly warning some tech companies that if they want Wal-Mart's business, they can't run applications on Amazon'scloud platform, Amazon Web Services, some tech companies told The Wall Street Journal.

 

Wal-Mart spokesman Toporek told CNBC in an email: "Our vendors have the choice of using any cloud provider that meets their needs and their customers' needs. It shouldn't be a big surprise that there are cases in which we'd prefer our most sensitive data isn't sitting on a competitor's platform."

 

Wal-Mart doesn't appear to be alone in this push to leave AWS, either.

 

Other large retailers are reportedly requesting that service providers move away from AWS, the Journal said, citing technology vendors that work with retailers.

 

 

[DevTech]

IMO this should be Front Page News

 

Wal-Mart suppliers that are asked to move cloud providers really only have Azure as a practical alternative so competition between Wal-Mart and Amazon in Retail will affect competition between Amazon and Microsoft in Cloud.

[DevTech]

http://www.cnbc.com/2017/06/22/wal-mart-bidding-war-amazon-whole-foods.html

 

Wal-Mart could enter a bidding war with Amazon over Whole Foods, JPMorgan says

 

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JPMorgan research analysts said in a note Thursday that Wal-Mart could be drawn to Whole Foods for its relatively wealthier customers and strong brand, not to mention the chance to thwart Amazon's ambitions. It is in a better position than other retailers such as Kroger, Costco or Target coming in over the top, the analysts said.

 

"We do think there is a chance that Walmart makes a bid," the report said. "WMT stands out as the only company in our coverage with the means and motive to counterbid, but the motive is ultimately more driven by a defensive strategy."

 

The analysts said if Wal-Mart does bid for Whole Foods it is unlikely to win "given Amazon's war chest of cash/stock and the value of the WFM platform to Amazon." Wal-Mart already has more than 20 percent market share of the grocery business, so Whole Foods isn't as strategically important to the retailer as it is for Amazon, they said.

 

It seems like this item is trying to say something that is "hidden" or else it is using a megaphone to say JPMorgan likes to stupidly waste people's time

[DevTech]

http://www.cnbc.com/2017/06/22/cramer-this-market-is-scared-of-amazon-and-its-fighting-back.html

 

Cramer: This market is scared of Amazon, and it's fighting back

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"Something's happening now. Something ... no one seems to be noticing, and that's the characterization seeping in that Amazon, loved by consumers, might end up being viewed as the evil empire," Cramer said.

 

It started with Wal-Mart, the country's largest grocer and Amazon's leading competitor, which stared asking its clients not to use Amazon Web Services.

 

"It wants them to switch to other web services, namely Alphabet, ... Microsoft's Azure, which is very hot, or even IBM. Wal-Mart's too big a customer to say no to and it's not that hard to switch," Cramer said.

 

Oracle seemed to join the opposition in its post-earnings conference call, where management touted better cloud offerings than Amazon. Oracle's chairman, Larry Ellison, has also challenged the colossus on price.

 

 

[+Warwagon MVC]

Sounds like a law suit waiting to happen.

[DevTech]

1 hour ago, warwagon said:

Sounds like a law suit waiting to happen.

Competition I can see, not sure about law suit.

 

If it is AWS, then Wal-Mart has the right to specify the specs for services it uses and can switch suppliers if current ones choose not to conform to revised specs?

 

Either way, I don't quite understand why Wal-Mart forcing suppliers to switch from AWS to Azure doesn't make front page at Neowin? 

[DevTech]

And finally,

 

https://www.neowin.net/news/walmart-bullying-vendors-into-ditching-amazon-web-services

 

Nice summary of situation in the Neowin post.