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I'm not entirely sure how this is something you can 'shift' to. It doesn't compete with the three big ones at all (not in features, not in price and not in scalability, and it has no integration or ecosystem to speak of), but if we were to see it for what it is, it might be more of a competitor to DigitalOcean.

If what you need is a DigitalOcean, then yes, you could shift to this. But when you need a DigitalOcean, you're probably in the wrong place if you were using an AWS/GCP/AZ instead, which is also where this article seems to create a failed comparison.

The play itself does make enough sense, there is a significant duplication in effort across companies, even if you're not doing hyperscaler things and using 'enterprise hardware', the people, processes and technology involved are pretty much the same in all places (which means you wonder what value is added by doing it internally at all -- spoiler it's usually legacy reasons, legacy governance and aversion to change).

When there are enough regions and scalability (capacity, higher resolution consumption pricing, shorter cycle times) you could probably use this as a datacenter-in-the-cloud type of deal, which while 15 years too late is definitely still an improvement in so many businesses. We have some larger companies like Hetzner, OVH and Leaseweb which also try to pivot to more of an XaaS but that in itself is just adding to duplication and a fractured ecosystem. Will this actually work out? Only time will tell...



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