AWS、 Microsoft, Google, IBM: Two cloud companies cannot survive
Kaivps released today, four companies dominate IaaS - but they may decline sharply in the next few years.
The survey by Synergy, a market research organization, shows that Amazon Web Services, Microsoft, IBM and Google control the global cloud infrastructure market. AWS accounted for 31% of the market share in the second quarter, followed by Microsoft 11%, IBM 8%, and Google 5%.
Due to the limited size, the market cannot develop in any other way.
Building data centers and technical infrastructure to support public clouds requires billions of dollars. Only suppliers with sufficient financial strength can participate. In fact, dozens of smaller public cloud providers have pressed the exit button because they do not have the necessary cash flow as a guarantee.
The fact is that in just a few years, we may end up with only one or two major suppliers, and the fate of the rest will be determined by more spending capacity, rather than by the quality of technology. Compared with building a killer cloud service itself, they provide more functions and have more access points, which will bring them greater success. IaaS public cloud will be judged according to its scale and reliability.
In the field of public cloud infrastructure, you need the capital scale of monopoly or oligopoly. Think of mobile phones, cable TV, and even ERP suppliers.
To be honest, it is a terrible situation that few public cloud companies will control the market. The danger is that they may raise prices and/or provide services, as we have seen other and oligopolistic monopolies.
