Paper tiger? Alibaba Cloud faces a steep challenge outside China
Public cloud attention has been so focused on Amazon Web Services and Microsoft Azure for so long that it has been hard for would-be contenders to break into the “two-horse cloud race” narrative. Google Cloud Platform has been a distant third in terms of revenue, so some people refer to the “Big 3” cloud providers. Yet there’s another public cloud provider with even more momentum and more revenue—despite the fact that most cloud watchers barely know it exists.
I’m talking about Alibaba.
Alibaba, which earned almost as much in cloud revenue in the last quarter as Google Cloud Platform earned in all of 2016, may be anonymous in the United States, but is taking China by storm. Are Western cloud workloads far behind?