I heard the figure of $100M in AWS (Amazon Web Services) revenues bandied about lately. Not too shabby for a business that started out as a spare-time as-is reuse of Amazon’s infrastructure. By far the healthiest supplier of IaaS (Infrastructure as a Service)
Compare them to Google and Microsoft, who started PaaS (Platform-as-a-service) businesses instead of IaaS. PaaS (if I understand it right) tries to get developers to develop applications for the platform, whereas IaaS “just” provides a run-time environment for applications built elsewhere.
Microsoft of advertising the bajeezus out of Azure, but I’m not hearing much about great results. Certainly no $100M in revenues (yet?). And Google seems to be flailing about with its various cloud and app-dev platforms.
Makes IaaS look like the right bet, at least so far.