Storm in the stratosphere: how the cloud will be reshuffled

211 · Erik Bernhardsson · Nov. 30, 2021, 5:25 p.m.
Here's a theory I have about cloud vendors (AWS, Azure, GCP): Cloud vendors1 will increasingly focus on the lowest layers in the stack: basically leasing capacity in their data centers through an API. Other pure-software providers will build all the stuff on top of it. Databases, running code, you name it. We currently have cloud vendors that offer end-to-end solutions from the developer experience down to the hardware: What if cloud vendors focus on the lowest layer, and other (pure softwar...