Did We Get The Cloud Infrastructure Business Wrong?
The conventional wisdom among the pundits covering Infrastructure services is that cloud infrastructure business is a high volume low margin business. Some pundits even dismissed Amazon Web Services because they are not going up the stack to differentiate themselves unlike, say, Salesforce.com. Amazon probably isn’t going all that far in it [cloud]. It’s got great [...]
UBS Analysts Try To Unravel Amazon Mystery
Even though cloud computing is few years old now and Amazon Web Services is considered as the poster child of public clouds, pundits and others were deeply mystified about the size of Amazon’s cloud computing efforts. There were conflicting opinions about the size of Amazon cloud, almost turning into a religious war between AWS fanboys(girls) [...]
