http://recode.net/2016/03/16/google-gets-apple-to-jump-aboard-its-cloud-business-though-it-may-not-last/
http://www.crn.com/news/cloud/300080062/cloud-makes-for-strange-bedfellows-apple-signs-on-with-google-cuts-spending-with-aws.htm/pgno/0/1?itc=refresh
http://www.businessinsider.com.au/urs-holze-talks-google-cloud-beat-search-2015-11
Last month Morgan Stanley reported that Apple is showing signs of possibly moving away from Amazon Web Services, and instead building its own data centres to power its online products. Apple has announced three data centers opening soon and spent an estimated $1 billion last year on AWS.
The note said that Apple is planning to open 3 new data centres over the next 2 years, bringing its total to 7 worldwide. In total, that would be roughly 2.5 million square feet of data centres, or nearly 40% of the 6.7 million square feet AWS used by the end of 2015. “We believe this build is a signal that Apple is increasingly likely to move away from AWS in the next 18-24 months,” the report said.
Now it is reported that Apple will be moving large part to Google Cloud Platform.
According to the sources, Google executives have told partners that Apple is spending between $400 million and $600 million on Google Cloud Platform, although this couldn't be independently confirmed. Also unclear is whether this range refers to an annual spending rate or a set amount of capacity.While the money Apple is now paying Google was previously spent on AWS, Apple has not stopped using Amazon's cloud computing services entirely. Apple has never confirmed the cloud services that power iCloud, but past rumors have pointed towards AWS and Microsoft Azure, suggesting Apple will continue using multiple services to meet its needs.
According to The Information's Amir Efrati, who has confirmed Apple's plans, it will take a year for Apple to transition to using Google Cloud Platform.
Since last year, Google has been aggressively pursuing deals for its Google Cloud Platform, led by former VMware CEO Diane Greene. Google and Amazon have been involved in ongoing pricing wars. This is Greene’s second big score: Spotify also announced last month that it’s using Google’s cloud. Spotify is also an AWS user.
Urs Hölzle, Google’s eighth employee and overall cloud boss, thinks that within the next five years, the company’s Google Cloud Platform revenues could surpass Google’s advertising revenue in five years. “The goal is for us to talk about Google as a cloud company by 2020,” Hölzle said on stage at Structure conference in San Francisco.
This is optimistic as Google have $67 billion dollars in ad revenue.
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