What does it mean for Amazon to lose out to Microsoft for the Pentagon's $10 billion cloud computing contract?
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It is a big loss for Amazon and big win for Microsoft.
A great win for MS Azure a solid product by itself yet considered by many to be playing second fiddle to AWS. Also opens up doors for other players like IBM, ORCL etc. IMO limited impact to AWS as they still continue to lead the space and keep growing.
Loss of a large contract and inferred ability... definitely reputational impact
The herd mentality perception with the Federal and Financials sector, translating into adjustments to the price model to compensate for weakened competitiveness.
Also, the interesting but totally opaque issue is, to what degree Bezos relatinships with the Administration was the factor and what will be the leaaons learned.
That is a huge loss however, amazon is taking over everything and I think the federal government feels safer with Microsoft products which we are used too.