What happens in the age of cloud scarcity, and are the major public clouds going to become our next OPEC, where they regulate and control prices to such a degree that they can float things up and down?
In doing that, does that mean that cloud computing has become a commodity that can be traded and bought from different providers with a marketplace? All of these questions and more are on our minds as we think about how the market for compute will evolve in the future. Is there a coming compute scarcity based on greenhouse gas or silicon limitations or the ability to generate power? All of these things could have major impacts on how we make choices to consume compute.
In our discussions, a lack of resources is not the driving factor that we see – it’s more about the market power of providers.