The public cloud wars are over, and three providers have emerged as the powers: Amazon Web Services, Microsoft, and Google, the trio I call AMG. Yes, IBM, Oracle, and HP Enterprise remain in the game, but they’re not really players. As a cloud consultant, I don’t see them in deals any more, and I suspect that they can’t keep up with AMG’s massive spending on R&D and marketing.
So now what? The big war for the public cloud may be over, but several cloud markets will be active battlegrounds. For some of these cloud battlegrounds, the stakes are quite high. In fact, I believe their outcomes will deliver us much more value than the public cloud wars did because now the battles are over what matters most to successful enterprise usage.
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