143 - Microsoft JEDI: The Empire Strikes Back; with Morgan Brennan
Description
It's the biggest single cloud contract … possibly ever. Definitely the most talked about. The Pentagon's Joint Enterprise Defense Infrastructure contract. JEDI, going to: Microsoft late last week. The Empire Strikes Back.
The JEDI contract is worth up to 10 billion dollars over 10 years, but just as valuable as the money: It's worth bragging rights and street cred. This was supposed to be Amazon's contract to lose. Amazon practically invented enterprise cloud computing 14 years ago with AWS. When the Pentagon put out the requirements for the contract a year and a half ago, some competitors cried foul that it was too tailored to Amazon.
Is this a game changer in the cloud wars?
With me this week, co-anchor of CNBC's Squawk Alley, Morgan Brennan.