And, insult to injury, many of the major
public cloud players run commodity hardware made to their specifications by no - name hardware makers — not IBM, EMC, HP, or Cisco — making the transition even more difficult for the old guard.
However, the company will consider «the usual suspects» among the giant
public cloud players — if demand warrants it, Darren Roos, president of the company's S / 4Hana business unit tells Fortune.
Three years ago, Gartner cloud analyst Lydia Leong took a look at what Verizon was planning and was impressed with its ambitious scope, although even then she was unsure if Verizon could take on the big
public cloud players led by Amazon Web Services.
The move is interesting given that Verizon at one time was
a public cloud player with its acquisition of Terremark.
Not exact matches
Given the resources needed to run the massive data centers required by
public cloud providers, most observers say the three key
players are Amazon, Microsoft (msft) and Google (goog).
This is further evidence that telecom
players have a tough time competing in the massive
public cloud space, where Amazon, Google, and Microsoft spend multiple billions of dollars a year on key infrastructure.
Microsoft (msft) joining the CNCF is also interesting because it leaves Amazon (amzn), the largest
player in the booming
public cloud market, as the only major
cloud computing
player not in the group.
But despite its best efforts, VMware itself is not a big
player in the brave new world of
public cloud computing, the shared data center infrastructure pioneered by Amazon Web Services (amzn), which is now facing heated competition from Microsoft (msft) and Google (googl).
In a February report, Synergy Research Group noted, «Amazon Web Services (AWS) is maintaining its dominant share of the burgeoning
public cloud services market at over 40 percent, while the three main chasing
cloud providers — Microsoft, Google and IBM — are gaining ground but at the expense of smaller
players in the market.»
It is also fair to point out that this move continues a three - or four - year long period in which the biggest
public cloud providers got bigger by virtue of massive spending on their own data center infrastructure and smaller
players scrambled to stay relevant.
The great unmentioned
player here is Amazon Web Services, which dominates the
public cloud infrastructure space to date.