A Tale Of Three Cloud Builders, All Seeking Dominance
The Next Platform, Monday, February 5th, 2024
While Amazon Web Services has first mover advantage when it comes to building a compute and storage cloud, it would be a mistake to believe that the division of the world's largest online retailer can rest on its laurels. AWS has to work hard every day to make its cloud cheaper and better, and that is because both Microsoft and Google are gunning for it.
And the threat is ever-present, and has been for the past several years, which is why you see the AWS share of the cloud revenue stream hovering around a third. At some price and some level of function, customers will move, and moreover, there are customers who love the Microsoft's Windows Server platform, its development tools, and its application software and there are other customers who think Google has the smartest infrastructure on the planet and is the safest place to invest in the future of compute and storage.