This is a race of multiple factors: software, hardware and price. All the industry players–Alphabet, Amazon, Apple, Microsoft, Digital Ocean, and so on—are in the race. If E2E has slightly less efficient chip, it does not imply that their whole business would become obsolete. In many cases, they would have the time and money to play catch up.
E2E is depreciating computing assets assuming lifespan of around 5 years. They will have to transition to the better chip as it becomes available. There are two risks here: such chip may not be available to them, and such transition may not be feasible in their existing data centers. We will need to watch out.
Even if Apple Cloud becomes a dominant player in Cloud Computing (yet another hyper-scaler) using its own chips, the enormity of the market size will allow the likes of E2E to keep growing.
Lower price of E2E is an attraction. How well their software offerings of cater to particular industries compared to the other offerings? This question will influence the demand.
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