Monday, November 02, 2015

I, Cringely Amazon's cloud monopoly - I, Cringely

Excerpt from a public cloud market dynamics snapshot

"Amazon has monopoly power over the public cloud because it clearly sets the price (ever downward) and has the capacity to enforce that price. Amazon is the OPEC of cloud computing and both studies actually show that because both show Amazon gaining share in a market that is simply exploding.

The way you gain share in an exploding market is by exploding more than all the other guys and we can see that at work by comparing IBM’s statement that it would (notice they are speaking about future events) invest $1 billion in cloud infrastructure in the current fiscal year, versus Amazon’s statement that it had (notice they are speaking of events that had already happened) spent $5 billion on cloud infrastructure in the past fiscal year."
I, Cringely Amazon's cloud monopoly - I, Cringely
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