Sunday, March 21, 2010

Cloud as Disruptive Technology

In 2008, Gartner identified Cloud Computing as one of top 10 most disruptive innovations through 2012. In 2010, the prediction seems reasonable, and it may be possible at this point to suggest some of the winners and losers that may be created by the increasing adoption of Cloud Computing. While there is still a lot of water upstream of the bridge, let's consider a few examples:

Clear winners: Storage companies. The demand for storage, both in internal and external clouds continues to grow at a breakneck pace. Companies that supply storage arrays, and the software to provision, manage and protect the data they contain, should thrive in the Cloud.
SaaS Providers. As one of the enabling technologies in the Cloud, the companies who have mastered this approach will reap the benefits as demand for both custom and standardizes apps grows.
Managed Service Providers: Many former VARS are morphing into this type of service provider, and the value proposition for the SMB is real and compelling. A major shakeout is probably in the offing, but there will be a number of clear winners.

This is just a start - Virtualization providers, networking providers, and green technologies are also likely beneficiaries of the Cloud. What do you thnk?

Probable Losers: White Box Suppliers: The predominant paradigm has moved to virtualized blades for datacenter and cloud supplier. The concentration of demand - focused in larger datacenters and in the cloud suppliers themselves will likely move demand to the largest players in this market - the clone wars may be over.
Traditional hardware distributors: These players have adapted to changing conditions over many tech cycles and will need to do so again. Professional services and online software need to occupy their offerings.
System admins: One of the mantras of virtualization and SaaS is the reduced need for administrative resources. Going forward, there will be lower demand for the traditional sysadmin, although other skillsets may provide career options.

This is just a first look - please add your ideas.

1 comment:

  1. Migrate your existing application into the Cloud quickly and easily.We are using cloud Computing environment in our technology.


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