Thomas Watson, the founder of IBM, presciently
After years of investing in their own
Today — like Watson envisioned — we now see a time when only five to ten “computers” (or clouds) may
For all of
The undisputed leader in the space, which just celebrated its 10 year anniversary,
For all of the back-and-forth between Microsoft, Amazon, Google and others over the past couple of years, we’ve only seen the most nascent battles in a multi-decade war for the future of the cloud.
In hindsight, Amazon kicking off the cloud wars isn’t as unlikely as it seemed at the time. Most reacted to Amazon’s Web Services initiative as an intriguing experiment by the online bookseller, but certainly not fit for anyone but hobbyists
But what Amazon
What followed are the various twists and turns that occur in any new industry just starting to take form
Amazon, like any good first-mover, reliably delivered more capabilities, at lower prices, in more regions, and just kept gobbling up more of the market.
These are generation-long wars, and we’ve barely seen what’s in store for any of the players.
Case in point, on an otherwise normal weekday in November, it was casually announced that Diane Greene
Overnight, Google unlocked their un-matched technical arsenal –driven by years of success building out Google Search, Gmail, Youtube
Now with the right leadership in place, Google can solve many of the missing aspects of their cloud efforts: packaging up the right technology offerings, building out a broader developer ecosystem, and having the patience to work with slo
Even in a matter of weeks, it was rumored that
Clouds in Multiple Flavors
The first phase of this war will be fought based primarily on pricing and performance. Even looking over the past few years,
But the next phase is where the cloud will get really interesting.
Competing on price is a game that any business strategist laments, and the big players in the cloud are no exception.
For Microsoft, that margin will come from premium enterprise software and services, and driving more and more synergies between its combined offerings.
Amazon will likely find itself in a spot not too foreign to its core business, by competing with low cost offering
This is not a winner-takes-all game, but it will be an aggressive battle for the hearts and minds of every developer and enterprise on the planet.
What we do know is computing costs will continue to drop by orders of magnitude and offerings will be launched to solve some of the most fringe but vexing problems in IT.