Apple is diversifying its infrastructure-as-a-service footprint with
Google along with Amazon Web Services. Apple will reportedly spend about $400 million to $600 million to run
parts of iCloud on Google Cloud Platform in a move to diversify its
cloud services away from Amazon Web Services.
In other words, Apple's infrastructure is going to look a lot like every other enterprise's.
What Apple is ultimately going for is an cost optimization
strategy where it can toggle between cloud providers. Rest assured,
Google gave Apple a sweet deal to have iCloud as a reference customer.
Google and Apple are strange bedfellows, but is it any worse than
Netflix completely running on AWS when Amazon has a streaming video
service too? Nope.
Add it up and it might be wise to keep infrastructure as a service in perspective. The raw compute game is commoditized and the real win will be moving customers up the stack. Will AWS suffer if Apple brings Google on for compute and storage? A question to be answered.
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