There is no money in commodity cloud | ZDNet

A hyperscale cloud investment reality check

"Charles Fitzgerald, an investor who used to be Microsoft's general manager of platform strategy and helped build Cloud Foundry at VMware, estimates that Amazon, Microsoft, and Google have all probably already spent more than $50bn building their cloud datacentres around the world and continue to spend at least $5bn a year each on them. 

The billion dollars that Huawei, Oracle, or IBM often talk about investing in public cloud isn't enough to make them one of the 'hyperscale' players."

There is no money in commodity cloud | ZDNet