Google May Come Up a Big Winner After All in the Cloud IaaS Market

Amazon AWS may be the largest cloud AWS provider, with Microsoft Azure a somewhat distant second, but Google’s Kubernetes may change all of that. This likelihood runs counter to an opinion of this writer, which provided the content of an earlier post to this blog.

The earlier post, titled Is Google’s Compute Engine (GCE) a Direct Competitor to AWS or Microsoft Azure? contended Google’s cloud, IaaS offer, Google Compute was an unlikely direct competitor to Microsoft® Azure, given its lack of direct support for Microsoft’s line of proprietary servers.

There is no indication of any changes to this status quo in an article written by Quentin Hardy and published to the New York Times Bits Blog. Rather, this blog post, titled Cloud Computing Giants Add to Open Source Credentials With Kubernetes presents an opportunity for Google’s efforts in this market of, potentially, much greater magnitude.

As Hardy notes, and Mary Jane Foley confirms in another article on this topic, this time published on ZDnet, Kubernete is Google’s effort to offer the very rich set of tools it has developed to support its Search and eMail products to the developer community via an Open Source approach.

If the initial list of committed partners — including IBM, Microsoft and Red Hat — simply add Kubernete to their lists of supported IaaS components, the rate at which users consume these tools may take on geometric proportion.

In the case of Azure, the Kubernete tool set, per Mary Jane Foley, will be made available within Azure’s lineup of IaaS components for Linux. Since Google search remains Google Search, with every implementation, more consumers will be exposed to Google products, including PPC advertising.

The benefit to Microsoft looks to be the opportunity Kubernete provides, which may transform Azure into a much more appealing solution than has been the case.

In turn, since Amazon AWS has expressed no interest in signing on, a clear differentiator will likely be created between Azure and Amazon AWS.

Ira Michael Blonder

© IMB Enterprises, Inc. & Ira Michael Blonder, 2014 All Rights Reserved

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