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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