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And to invert that point, data center operators only buy commodities[1]. They won't be interested in a single-source option with invariable pricing. [1] Except
by dingaling 6y ago
And to invert that point, data center operators only buy commodities[1]. They won't be interested in a single-source option with invariable pricing.
[1] Excepting those big enough to build their own
- dangus 6y agoChange selling chips and servers to selling cloud computing. I don’t think Apple will do it considering how far behind they are, but I wouldn’t be surprised if they start an AWS competitor using Apple Silicon. Cloud computing is never 100% a commodity because there’s always business logic to sell. Sure, S3 and EC2 are by this point commodities, but cloud products like Babelfish for Aurora PostgreSQL are not. Businesses are plenty interested in single source cloud computing, there are tons of shops that basically can’t leave AWS without a monumental effort.