Cloud infrastructure business seen as three-horse race

By | April 14, 2014

Scalper1 News

The battle to control the infrastructure for cloud computing is coming down to market leader Amazon.com (AMZN) and competitors Google (GOOG) and Microsoft (MSFT) a report by Bernstein Research says. Amazon is top dog in the infrastructure-as-a-service (IaaS) market, with estimated 2013 revenue of more than $3 billion from its Amazon Web Services (AWS) business, Bernstein analyst Carlos Kirjner said in a report published Friday. AWS revenue jumped 85% in 2013, he said. In contrast to Amazon’s $3 abillion, Google’s competing Google Compute Engine likely generated $100 million or less in 2013, said Kirjner. And Microsoft probably took in a few hundred million dollars in 2013 IaaS revenue as part of its Azure business, he added. IaaS lets companies and government agencies access computing resources over the Internet on a pay-as-you-go basis. “We believe the number of players who can compete at scale with AWS (i.e., beyond specialized niches) can… Scalper1 News

Scalper1 News