Should Amazon Spin Out Its Cloud Operations?

February 13th, 2013

The problem, as Horan see it, is that when retailers turn to cloud computing, they’ll have little choice but to call Amazon, which they see as a competitor. There are other options, ranging from Hewlett-Packard’s burgeoning cloud services unit to another one at IBM, to Rackspace, Joyent, and Verizon’s Terremark, to name a few. Using Rackspace for comparison, he estimates that Amazon’s AWS could be worth as much as $101 billion by 2018.

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