Tuesday, February 1, 2011

Cloud Consolidation: Software Giants and ISPs

With Verizon buying Terremark I see the beginning of the inevitable consolidation of cloud providers. I also believe that you will see additional ISPs/Telecom companies (e.g. AT&T, Virgin) go into the cloud to compete against the large software companies (e.g. Microsoft, Google).

I am interested to see if Verizon reached out to Rackspace, and if anyone else has them in their cross-hairs.

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