Infrastructure (-aaS) goes to war
Sunday, May 26, 2013 at 7:20AM
Cumulati in Cloud Infrastructure, IaaS, competitive strategy, historical analog

Gauntlets

Among the most interesting developments in the business of IaaS during the past few months has been the rather dramatic ways in which the players have been throwing down guantlets.  Some notable examples:

Like many other observers of the cloud services industry, I've made comments that include the terms 'commoditization' and 'race to the bottom.'  But in looking at historical analogs, I am coming to the conclusion that there are other ways to interpret the situation in IaaS, and consider possible outcomes other than an eventual oligopoly of the 'Big Three.'

In the upcoming series of blog posts, I hope to take selectively from the economic history of the steel industry and the airline industry to point out how the cloud infrastructure industry's 'future history' might play out.  An analyst and observer of industries is always at risk when predicting the future -- so I won't.  But I will point out some similarities to major techno-industrial disruptions, the tactics and strategies of competition, and their resulting successes and failures.  

I welcome reaction, commentary, alternative interpretation, but please... no name-calling. 

Article originally appeared on telematica (http://www.telematica.com/).
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