This may be true. Computer infrastructure isn't like, say, railroads. Moore's law keeps halving the worth of their computer hardware investment every 18 months.

This may be true. Computer infrastructure isn't like, say, railroads. Moore's law keeps halving the worth of their computer hardware investment every 18 months. The real opportunities for cornering the market are in those things that are not, so far, technologically scalable: air conditioning, data center size, electricity, mechanical failure, number of technicians, software. Google has expertise in these, true, but there's nothing stopping other companies from getting it.