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Cloud Computing: Who Owns the Castles in the Sky?

The winners have emerged in the cloud market.

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Cloud computing has been a hot topic for years, but most companies are still in the early stages of adoption. As IT workloads shift to the public cloud over the next several years, opportunity abounds for infrastructure- and platform-as-a-service vendors, or IaaS and PaaS, respectively. However, as explored in a recent Technology Observer from Morningstar Research Services,1 only a handful of providers have the capital investments, research and development initiatives, and technical knowhow necessary to predominate.

To learn more about the best investments in this space, I spoke with lead author Rodney Nelson. Our conversation took place on Aug. 1 and has been edited for length and clarity.

Laura Lallos has a position in the following securities mentioned above: AAPL, AMZN, GOOGL, MSFT. Find out about Morningstar’s editorial policies.