Showing posts with label Smoothstone. Show all posts
Showing posts with label Smoothstone. Show all posts

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.

Monday, October 4, 2010

Smoothstone on Cloud Computing Business

AI Capex is a Time-Tested Moat-Building Move

Investors might be quite concerned about the vast expansion of capital investment being made by some hyperscalers to support their artifici...