<aside> ✴️ Directory for Planetary-Scale Computation: An industry primer on the hyperscale CSP oligopoly (AWS/Azure/GCP):
Let’s Get Physical, (Cyber)Physical!: Flows of Atoms, Flows of Electrons
A Cloudy History: Four Histories of Cloud Computing
Primer on the Economics of Cloud Computing
Three-Body: Competitive Dynamics in the Hyperscale Oligopoly
[WIP] The Telos of Planetary-Scale Computation: Ongoing and Future Developments
Appendix:
[WIP] Clouds with Chinese Characteristics
[WIP] Deployment Models: Private/Hybrid/Multi-Cloud and Edge
[TBD] Green Clouds
[TBD] Netflix Case Study
[TBD] Snowflake Case Study
</aside>
Gartner: Market Guide for Cloud Infrastructure as a Service, China
https://jefftowson.com/membership_content/the-fight-between-alibaba-cloud-aws-and-hayek-jeffs-asia-tech-class-podcast-51/
https://www.analyse.asia/why-cloud-computing-saas-is-different-in-china/
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/public-cloud-in-china-big-challenges-big-upside
Bifurcation of Chinese and US Cloud Ecosystems
Less a “taxonomy” than a geopolitical reality, I’d be remiss if I didn’t at least mention the existence of an almost wholly separate “Public Cloud” market in China. While AWS and Azure both are in China, their operations are domain-specific to China and have no connection to their global counterparts (e.g., what Microsoft calls “Azure China” is operated by China-based 21Vianet). GCP is in Hong Kong, but even that is tenuous given current geopolitical tensions. I suspect that developments in US-China relations re: semiconductors do not bode well for future Big 3 hyperscaler growth in Chinese markets.
Instead in the Chinese ecosystem the list of cloud-giants-to-be include Alibaba Cloud, Tencent Cloud, Baidu, Huawei, China Telecom, and China Mobile. As for the market size, competitive positioning, and future development of the Chinese cloud market I can say nothing as I have limited to expertise in this space. The only thing I will say is that I do not expect this bifurcated state of affairs to change any time soon.
Links to [publicly available] primers on Chinese cloud: