Published: Feb. 21, 2021, 6 a.m.
Looking forward at the biggest public clouds, what are the things we are sure of, the trends we expect to evolve, and the uncertainties that will shape the next 5+ years in cloud computing?
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SHOW NOTES:
THINGS WE KNOW - OVERALL GROWTH OF THE INDUSTRY
- More adoption of SaaS applications (which run on Big 3)
- More migrations of apps from data center to cloud
- Huge CAPEX spending (low-interest rates) for Cloud + Other Businesses (Healthcare, Driving, Gaming, AR/VR, FinSvcs, etc.)
- More rapid adoption of ARM in the cloud than data centers (40% lower costs)
- Edge still has alot of evolution to go through (footprint, mgmt/updates, security, etc.)
TRENDS THAT WILL EVOLVE
- Beginning to see a wave of Telco’s partnering with Big 3 (edge computing)
- 2nd/3rd-generation of being built as cloud-native first
- Vendors partnering with Big 3 to be “native-services”
- The data-centric OSS projects in the cloud
UNKNOWNS AND UNCERTAINTIES
- Acquisitions
- Changes in Leadership
- Pricing Wars
- Are there emerging players (Alibaba, Apple, etc.)?
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