In a recent Data Hosting Centers and Data Storage Report interview, Jonathan Atkin, an award-winning equity analyst at RBC Capital Markets (RY), describes the changing landscape for data hosting and cloud computing.
Atkin says Amazon Web Services, the cloud division of the online retailer Amazon.com (AMZN), has surpassed Rackspace Hosting (RAX) as the largest cloud offering and is now multiple times RAX‘s scale. Other online bellwethers like Microsoft Corporation (MSFT) and Google (GOOG) are now also in the cloud computing business.
Rackspace Hosting (RAX) Expected to Sustain 20% Growth Levels in 2013 in Data Storage
February 21, 2013
Rackspace Hosting (RAX) Faces Increased Competition and Growth Uncertainty
May 21, 2013
Amazon.com, Inc. (NASDAQ:AMZN) Continues Disrupting Retail; Amazon Prime Continues Attracting Shoppers
July 12, 2016
Staples, Inc. (SPLS) Generates Free Cash Flow as the Second-Largest Online Retailer Behind Amazon.com, Inc. (AMZN)
August 02, 2013
Amazon.com, Inc.’s (AMZN) Same-Day Delivery Capabilities Strengthened by Quidsi and Kiva Acquisitions
May 15, 2013