Gigaom Structure: Hyperscale Cloud Innovation
Amazon and Google are going to use innovation across their entire hardware and software stacks to put enterprise computing at an agility and price/performance disadvantage relative to their public cloud offerings, with the goal of completely destroying on-premises enterprise computing. Microsoft will play its on-premises and Azure cloud cards and hope that enough on-premises computing survives to make Microsoft a long-term winner.
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NOTE: This column was originally published in The Virtualization Practice Newsletter.