Cloud Computing Is Moving a Lot Faster Than We Thought It Would Be

Kelsey: I kind of wonder where we're going to be in five, six, seven years time with the hyperscalers moving this fast into telco. It just sounds like there's a few efforts going on to try and do something about that at the European level. And what AWS and Google, I mean, did you sense their pictures quite similar to Microsoft in terms of expanding what you can do on there? "I'm actually in the middle of writing a story right now about how each of the cloud providers is positioning itself," he says.