Not surprised that Cloud giants are seeing reaccelerating growth. The next leg will be the migration of physical world and oldline business compute and data processing workloads into the cloud. What is the TAM of that? Is it unreasonable to think that MSFT, GOOG and AMZN could be $10T companies within the next decade?
Not surprised that Cloud giants are seeing reaccelerating growth. The next leg will be the migration of physical world and oldline business compute and data processing workloads into the cloud. What is the TAM of that? Is it unreasonable to think that MSFT, GOOG and AMZN could be $10T companies within the next decade?