Got interested in Cloud computing recently and the potential it has in revolutionizing the IT world. This distributed computing model is akin to the commoditization and distribution of electricity a century ago. Google, Amazon, IBM, Yahoo! and Microsoft will fight this battle and the winners would emerge as the utility computing leaders of tomorrow. Jeff Bezos' EC2 (Elastic Compute Cloud) initiative has been catching up with the SMBs. Yahoo!'s Hadoop support which is the Open source distributed computing leader places it at an advantage. Google is investing $2billion a year in data centers and is the leader in cloud computing. My bet is on Google-IBM and Amazon winning the cloud computing war.
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Indeed an area to be watching. Just over two years ago I took a technology update to my exec board (a major IT Service Provider) to warn that we need to be more aware of how computing clouds (or what I had called emergent Fabric Providers) would (perhaps in conjunction with the emergence of SaaS, Web2.0 and SOA) present a significant and disruptive change to our traditional (then) service provision models for our datacentre services and support models.
If you take a look at Forrester and Gartner (to name but two) they started tracking this disruption to traditional service models as well about 18 months ago.
What I see as intriguing and different is the combination of these new technologies, business and commercial models for service providers with the widespread acceptance of the use of the technologies by an ever-increasing consumer base. Those two things colliding provide for a very scary (in terms of pace) change wave.
The evidence of it's seriousness can be seen in moves we can see from companies as massive as BT (21CN) and Capgemini(Google Apps Integeration) along with the "me too" crowd doing everythign they can to reposition/emerge new solutions and services linked to the "band wagon".
Of more interest is I believe what you have noticed here, the growing acceptance for senior business and IT decision makers who are now considering service cloud models for utility infrastructure, etc.
Underneath all of this collision of useful technologies is of course the pursuit of new or improved business models that can only now be envisaged/created; birthed from the 'think-tank' by enabling technologies that make them possible.
A great area to watch; very disruptive across the social, business, technology and process boundary!
Great work.
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