Re:Why the Computing Cloud Will Keep Growing and Growing
by Spooky23 on Monday December 26, 2016 @10:32PM
(#13261115)
Amazon is printing money with AWS, and using that money to continue running the retailing side of the house at a loss.
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Re:Why the Computing Cloud Will Keep Growing and Growing
by toomuchtodo on Monday December 26, 2016 @10:51PM
(#13261179)
How much of Amazon's AWS revenue does Google need to eat up for Amazon to no longer be able to subsidize the consumer logistics side of the house?
Re:Why the Computing Cloud Will Keep Growing and Growing
by ditonal on Tuesday December 27, 2016 @12:02AM
(#13261371)
Amazon lost money for a long time and both private and public investors were fairly forgiving. More importantly, GCP is not "eating up" Amazon's revenue. Both are growing very fast because the entire market is growing very fast.
Re:Why the Computing Cloud Will Keep Growing and Growing
by toomuchtodo on Tuesday December 27, 2016 @12:31AM
(#13261468)
> Both are growing very fast because the entire market is growing very fast.
There is a limit though. There's only so much compute and storage required at current prices.
Re:Why the Computing Cloud Will Keep Growing and Growing
by Spooky23 on Tuesday December 27, 2016 @01:35AM
(#13261647)
That's easy.
They are picking up enterprise customers left and right. The strategy there is easy.. just go up the stack and peddle solutions built on AWS. Oracle makes billions selling crap the customer never install, much less use.
Re:Why the Computing Cloud Will Keep Growing and Growing
by Spooky23 on Tuesday December 27, 2016 @01:38AM
(#13261654)
Bezos speaks Wall Streets language and will get away with making little for many years.
The grocery business is a huge push that will require much broader capital investments over a huge geographic footprint. They will be back to losing money soon enough.