[bradknowles]

They run much of their cloud on AWS and Azure and Google today. You can see that in their reports.

I don’t know that Apple will be able to make enough server-grade ARM-based chips or server class hardware using their chips, to be able to make a real impact on AWS and Google and Azure. They have never really understood the server market anyway.

I do think they will be able to roll out more of their own data centers for doing some of their most sensitive data processing, and more of the stuff that they consider to be core to their business, in kind of a hybrid/hybrid cloud model, but I think they’re always going to have most of their cloud actually hosted on AWS, Google, Azure, and other cloud providers.