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This is taking from Dupont Fabros (DFT) conference call earlier today:

  • Cisco's global Cloud index forecasts traffic within hyper scale data centers will grow 5 times by 2020
  • AWS revenues grew 47% year-over-year
  • In January, Oracle CEO Mark Hurd updated his 2020 Cloud predictions. Mr. Hurd suggested 80% of production apps will be in the Cloud. 100% of test and development will be in the Cloud.

Which companies stand to profit most from this?



Submitted February 24, 2017 at 02:08AM by cantbelieveitsbacon http://ift.tt/2mjuNYR

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