GOLDMAN SACHS: 4 big tech companies will own 65% of the cloud market (AMZN, MSFT, GOOGL, BABA)

“We believe that share will continue to consolidate around the largest platforms into an oligopolistic market structure,” Bellini wrote in a note. She believes in a consolidation because the aforementioned companies are able to provide differentiated, value-added services that draw consumers to their platforms, as well as make significant capital investments in the short term.  […]

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