When it comes to infrastructure we are living interesting times. Big cloud providers are fighting to get a piece of the cake and make it as big as possible by bolting additional services to it. The process of mergers and acquisitions has been going on for a number of years and now that BigTech is trying to corner the market we will see more consolidation.
We estimate the end result to be a handful of players trying to focus on specific areas and gain as much market share as possible. For example, IBM focuses on AI & NLP, Google on the