[ Cloud Computing ] Re: Big Players cornered the cloud?

Dan Kearns wrote:
> On Sun, Dec 14, 2008 at 9:12 AM, Sarre9 <laskinp@gmail.com
> <mailto:laskinp@gmail.com>> wrote:
>
> While IBM was in early,
> they today aren't considered the number 1 or 2 virtualization player.
>
>
> There's an argument to be made that IAAS requires an awful lot of
> capital which will limit it to big players. However I think that there
> are some creative ways around that (eg 3tera's franchising approach),
> and that hardware for both compute and networking are almost certain to
> see some disruptive changes which early comitters of capital will not be
> able to take advantage of.
>
> Everything above the hardware is wide open space though, and I would
> question any strategy currently predicated on a fully-integrated stack.
>

If I were a VC (and I'm not because I don't have the money ;-) I'd be
telling prospective clients to finds ways to either:

1. Add value at the management layer for platforms like Azure and
VMware's VDC-OS. For example I think orchestration and packaging of
cloud applications is still a fairly open playing field.

2. Build compelling applications that run on cloud platforms like Google
& Microsoft

When it comes to building the actual data centers and infrastructure for
the cloud, it's just too much capital expense for small players. Folks
like Google and Microsoft have deep enough pockets to build $500M data
centers, others don't. My guess is that the economies of scale that they
can drive in these data centers will make it very hard for smaller data
centers to compete in terms of the price they charge customers for
running applications.

I'm interested to hear more about what hardware advances you see coming
down the pike that may hurt the early movers in the cloud infrastructure
space.
--
Nik Simpson
http://dcsblog.burtongroup.com/

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