Public Cloud Look Ahead for the 2020s

Looking forward at the biggest public clouds, what are the things we are sure of, the trends we expect to evolve, and the uncertainties that will shape the next 5+ years in cloud computing?

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SHOW NOTES:

THINGS WE KNOW - OVERALL GROWTH OF THE INDUSTRY

• More adoption of SaaS applications (which run on Big 3)
• More migrations of apps from data center to cloud
• Huge CAPEX spending (low-interest rates) for Cloud + Other Businesses (Healthcare, Driving, Gaming, AR/VR, FinSvcs, etc.)
• More rapid adoption of ARM in the cloud than data centers (40% lower costs)
• Edge still has alot of evolution to go through (footprint, mgmt/updates, security, etc.)

TRENDS THAT WILL EVOLVE

• Beginning to see a wave of Telco’s partnering with Big 3 (edge computing)
• 2nd/3rd-generation of being built as cloud-native first
• Vendors partnering with Big 3 to be “native-services”
• The data-centric OSS projects in the cloud

UNKNOWNS AND UNCERTAINTIES

• Acquisitions
• Changes in Leadership 
• Pricing Wars
• Are there emerging players (Alibaba, Apple, etc.)?

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