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Why is everyone investing in "cloud"? Datacenters became a cheap commodity the first time. Why not this time?
by cblconfederate 6y ago
Why is everyone investing in "cloud"? Datacenters became a cheap commodity the first time. Why not this time?
- sjg007 6y agoCall the cloud managed data centers and you have your answer basically.
- stallmanite 6y agoThis is an excellent question that I’ve never seen addressed. Replying just to call attention to it in the hopes that someone knowledgeable HN’ers can answer. It seems like cloud would quickly become a commodity but I have no special insight.
- cblconfederate 6y agothe common answer is that tech is in a huge bubble that makes it very profitable .... until it pops
- Nemo_bis 6y agoBecause investors hope that companies like Amazon will get a global monopoly on an entire giant segment of the economy, probably an "economic moat" reinforced by bogus patents or copyright or trademark claims (like Oracle vs. Google). Think how the advertising business was formerly divided in thousands of small actors in each country (publishers) and now it's dominated by a handful of global internet companies.
- cblconfederate 6y agoaws's competitors keep popping up though (ibm included). on the contrary google was buying up everything, and there are only so many advertisers. there is no moat in datacenters, it's just computers and they are infinite