In 2015, Technology Shifts Accelerate and China Rules, IDC Predicts - NYTimes.com

IDC forecasts less crowded cloudy days ahead

"Cloud-computing data centers are the engine rooms of the other 3rd platform technologies of mobile, social and big data. Building these cloud power plants is increasingly a costly, high-stakes endeavor. In 2015, IDC predicts, there will be a winnowing.

The leading players will keep spending and growing, and IDC identifies the leaders as Amazon, Google, Microsoft and IBM. “But we’ll see a lot of dropouts, as companies pull back from cloud infrastructure and focus on what they’re good at,” Mr. Gens said."

In 2015, Technology Shifts Accelerate and China Rules, IDC Predicts - NYTimes.com