We’ve often said that the next ten years in cloud computing won’t be like the last ten. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multi-trillion dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building their own value layers on top of cloud. In the coming years we expect innovation will continue to coalesce around the big 3 U.S. clouds, plus Alibaba in APAC, with the ecosystem building value on top of the hardware, software and tools provided by the hyperscalers. Importantly, we don’t see this as a race to the bottom. Rather our expectation is that the large public cloud players will continue to take cost out of their platforms through innovation, automation and integration. Other cloud providers and the ecosystem, including traditional IT buyers, will leverage hyperscale clouds and mine opportunities in their respective markets. This is not a zero sum game. 

In this Breaking Analysis we’ll update you on our latest projections in the cloud market, share some new ETR survey data with some surprising nuggets; and drill into the important cloud database landscape.