Technology ‘net 0x1339ED1: Cloudy Business Cycles

The cloud is definitely having an impact on business cycles, but how much? There are at least two sides to this story; let’s take a look at both. First there is the continued growth of Amazon Web Services (AWS). According to the Next Platform, this chart represents the various options for the growth of AWS over the next decade or so:
It looks like, based on this projection, that AWS can keep growing at a fairly strong pace for a while yet longer. Of course, there are many factors that might impact this growth. For instance, one thing the original post points out is that recessions slow down spending in fixed IT and drive up spending in flexible IT. A recession, then, might improve the bottom line for AWS. The opposite of this, however, is that when companies can afford to build infrastructure, they tend to. There are, believe it or not, still justifications for building your own data center, especially if you can afford it.
There are other points to consider, however, as well, in the relationship between the network and business cycles. For instance, if open source and white box start bleeding out of the largest networks into Continue reading


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