Thursday, October 7, 2010

Cloud Computing: the Revenue Model, Not the Technology

Cloud computing has immediate revenue implications for hosted service providers now. Down the road, it is going to create new revenue models for all sorts of companies that used to sell in a "location-limited" manner. Whether you want to consider this "over the top everything" or just the extension of browser-based and Internet-based application delivery is sort of a matter of taste and your own preferences. But is will be a big deal. Here's one practical look at the matter.

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Amazon, Alphabet, Meta, Microsoft Capex is 3.5% of Global Total

In one sense, capital investment in data centers and artificial intelligence by Amazon, Alphabet, Meta and Microsoft represents only about 3...