Today the Big 5 Apple, Google, Microsoft, Amazon, Facebook are now the largest market cap companies. Exxon Mobile is now #6.
These companies are making more investment in data centers than others. Are these 5 combined over 50% of the industry's capacity? If not now, when will they be.
Everyone in the information industry needs to keep an eye on this group. If not you may miss the changes that will make things more difficult for your business. Or miss opportunities created by movements by the Big 5.