Storm in the stratosphere: how the cloud will be reshuffled
Erik Bernhardsson
NOVEMBER 30, 2021
Here's a theory I have about cloud vendors (AWS, Azure, GCP): Cloud vendors 1 will increasingly focus on the lowest layers in the stack: basically leasing capacity in their data centers through an API. That nets AWS about 6 $500-700k in gross profits, after paying for EC2 operational cost and depreciation. What region? If I had a Ph.
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