Microsoft still thinks bigness is goodness, and if you’ve gotten big, it’s because you were meant to rule a given area of the industry.
Microsoft Corporate VP Scott Guthrie predicts that the cloud will sort itself out into a few really big suppliers. “We eventually think there will be three hyper-scale suppliers out there — Google, Amazon, and us,” with hyper-scale defined as a data center provider who can add a million servers a year.
There’s an element of truth to the argument that those vendors who build really big data centers and also manage them with a limited number of people have economies of scale that are hard to match. But that’s not the whole story in the cloud. The cloud is essentially a more level playing field. Public standards are in use, and many open source technologies play well together. A Microsoft that respects integration with a wide variety of open source and the use of Web services standards would be a different Microsoft than the one we’re still confronted with today, whatever its efforts at self-reform.