It does make me think about networking companies and dot.com. Fiber and networking gear considered themselves “real” businesses versus those “web” companies that imploded. Of course, all that IPO money had been buying their hardware and there was a echo crash and a decade of dark fiber.
AWS may have a significant customer base of VC funded startups which may be scaling back their spending rapidly; coupled with larger customers migrating to on premise it could eat away at both ends of their market share.
AWS may have a significant customer base of VC funded startups which may be scaling back their spending rapidly; coupled with larger customers migrating to on premise it could eat away at both ends of their market share.