AWS and Azure dominate the cloud. Neither should win


As we close out another AWS Re:Invent conference, it’s become apparent that we have the AWS ecosystem and the Azure ecosystem. Although there are a few others in the marketplace, Google and IBM to name two, most investment and interest have been focused at the Amazon Web Services and Microsoft Azure public clouds thus far.

Even the big enterprise technology providers have realized that they must focus on providing technologies that are complementary to AWS and/or Azure. They can’t enter the cloud market on their own, so they must align to a core provider.

As a result, some enterprises fear that too much control is in the hands of just two cloud providers. Well, it could be worse: There could be just one.

I believe that the cloud technology space is in a good place with two major ecosystems, plus several minor ones. But enterprises should be careful not to pick one over the other. Indeed, it’s becoming a , so enterprises will (or should) have at least two major public clouds in use, as well as several specialized clouds such as for SaaS (such as Workday or Salesforce) or geographically focused public cloud providers (such as ).